Government Contract Checklists

Never miss a critical step with our comprehensive checklists

Getting Started Checklists

✓ SAM Registration Checklist

  • ☐ Obtain DUNS Number
  • ☐ Gather tax documents (W9, TIN)
  • ☐ Banking information ready
  • ☐ NAICS codes identified
  • ☐ Point of contact designated
  • ☐ Business type certifications
  • ☐ Create Login.gov account
  • ☐ Complete Core Data
  • ☐ Assertions & Representations
  • ☐ Submit for validation

✓ First Contract Checklist

  • ☐ Read entire solicitation
  • ☐ Attend pre-bid conference
  • ☐ Submit questions by deadline
  • ☐ Review all amendments
  • ☐ Complete all forms
  • ☐ Gather required certs
  • ☐ Price competitively
  • ☐ Review before submission
  • ☐ Submit before deadline
  • ☐ Confirm receipt

Proposal Development Checklist

✓ Comprehensive Proposal Checklist

Phase Tasks Status
Capture Phase ☐ Opportunity qualification
☐ Competitive analysis
☐ Teaming strategy
☐ Win themes development 		Complete
Proposal Planning ☐ Kickoff meeting
☐ Compliance matrix
☐ Outline development
☐ Schedule creation 		Complete
Writing Phase ☐ Technical approach
☐ Management plan
☐ Past performance
☐ Price proposal 		Complete
Review Phase ☐ Compliance check
☐ Technical review
☐ Pricing validation
☐ Executive review 		Complete
Submission ☐ Final compliance check
☐ PDF conversion
☐ Upload/delivery
☐ Confirmation receipt 		Complete

Contract Management Checklists

✓ Contract Startup

  • ☐ Review complete contract
  • ☐ Kickoff meeting with CO
  • ☐ Submit required documents
  • ☐ Setup accounting codes
  • ☐ Brief project team
  • ☐ Initialize tracking systems

✓ Contract Closeout

  • ☐ Complete all deliverables
  • ☐ Submit final invoice
  • ☐ Property disposition
  • ☐ Patent/data rights
  • ☐ Release of claims
  • ☐ Final CPARS rating

Downloadable Checklists

Get All Checklists: Download our complete checklist package with 20+ essential government contracting checklists.