How it works
Six phases, registration through renewal, for any contract category. Each step below is a page in the in-app manual; steps marked lodging appear only in workspaces with that module.
Phase A: Registration & Setup
The one-time setup that makes you eligible to bid at all — entity, address, SAM.gov registration, banking, capability statement. The app tracks each step and shows what it blocks.
- Confirm the entity is an LLC or corporation
- Have a physical, freestanding address
- Set up a business phone line
- Set up a domain-matched email
- Open a business bank account
- Create a SAM.gov account
- Request a SAM.gov Public API Key
- Register the entity — phase 1, UEI
- Register the entity — phase 2, CAGE code
- Attach an entity role to raise the API limit
- Complete Representations & Certifications
- Set up federal payment (IPP / EFT)
- Build the capability statement
- Confirm insurance, and check whether bonding is required
Phase B: Sourcing & Networking
A daily SAM.gov scan filtered to your categories — nationwide or near your markets — plus a separate lane for relationship-sourced leads and early-signal notices.
- Search SAM.gov by NAICS, keyword and radius
- Request a capabilities briefing
- Track networked opportunities separately
Phase C: Opportunity Evaluation
Read the scope, extract the numbers, size the opportunity, check licensing — then decide, and record why. Lodging workspaces add the GSA per diem rate, room nights and a revenue ceiling.
- What is a pursuit?
- The four states, and why they are separate
- Note the response deadline first
- Read the full scope of work
- Confirming requirements
- Extract units, stay length, location and amenitieslodging
- Qualification and eligibility
- Pull the GSA per diem rate for the marketlodging
- The bid / no-bid decision
- Calculate total room nightslodging
- Calculate the gross revenue ceilinglodging
- Sanity-check against market rateslodging
- Check for a broker / agent license requirementlodging
- Make the go / no-go decision
Phase D: Proposal Assembly
Line up your capacity or a supplier, price the margin, and assemble a compliant bid package behind a formatting checklist. Lodging adds property matching, bulk quotes and letters of intent.
- Sourcing housinglodging
- Identify matching propertieslodging
- Availability, and why it expireslodging
- Supplier commitmentslodging
- Get rate quotes from the property partnerlodging
- Economics and pricing approval
- Peak funding requirement
- Get a non-binding letter of intentlodging
- The evidence library
- The five experience classes
- Calculate markup and marginlodging
- How claim validation works
- Confirm the submission format requirements
- Ready, submitted, confirmed — three different things
- Assemble the bid package
- Submit before the deadline
Phase E: Award & Wait
Track the wait. Distinguish a clarification from a price negotiation. Log the outcome and request a debrief.
- Track submission status
- Log the award or decline — and request a debrief
Phase F: Fulfillment
Task orders, invoicing with late-payment interest, performance records, and the re-compete window. Lodging adds site visits, furniture, utilities, maintenance agreements and occupancy.
- Reading in the contract
- Confirm task order details as issued
- Get the property through the site visitlodging
- Invoicing and getting paid
- Set up furniture leasinglodging
- Performance and past performance
- Turn on utilities and prep units to scopelodging
- Establish the maintenance and response agreementlodging
- Track move-ins and move-outs against task orderslodging
- Invoice and monitor payment
- Watch the renewal / re-compete window