1. Front Cover
2. Table of Contents
3. Mission Statement
4. Corporate Structure
5. Ownership -Partners
6. History of the company
7. Company Registrations
8. Company Certifications
9. Resume of Principal
10. Biographies/Personnel
11. Product/Services+NAICS
12. Special Equipment
13. Special Assets/Inventory
14. Office Locations-Future locations
15. Web Presence
16. Competition / Top
Business Plan
17. Employees
18. Sub-contractors
19. Who are your clients?
20. FINANCIALS
21. Monthly Expenses
22. Expenses Annually
23. Profit & Loss statement
24. Projections- 3 Year
25. Projections-5 Year
26. Business References
27. Personal References
28. Financial institutions
29. Banks + Credit Unions
30. List Assets & Liabilities
31. Executive Summary
Marketing Plan
1. Company Logo
2. Stationery
3. Envelopes
4. Business Cards
5. Postcards
6. Brochure
7. Capability Statement
8. Monthly Flyers
9. Newspaper Ads.
10. Newsletters
11. Website
12. Press Releases
Past Performance
1. List of current clients
2. Past Clients – Show & Tell
3. Future goals
4. Last Performance
5. Highest contract completed
6. Lowest contract completed
7. Define Your Products or
8. Your Services
Preparing A Bid Proposal
1. How to prepare RFP/RFQ
2. Print out all proposal pages
3. Read the request (RFP)
4. Markup, & define questions
5. Define RFP requirements
6. SF1449 – Understanding
7. I – Technical Proposal
8. II – Cost Proposal
9. Site visit – Optional
10. Electronic Invoicing
11. FAR Compliance
Electronic Invoicing & Payment Systems
1. WAWF
2. Tungsten
3. Pay Pal
4. Venmo
5. Zelle
6. Quick Books
7. Accounting Systems
8. Square POS Systems
9. Clover POS System
10. NCR POS System
11. Accepting Credit Cards
Understanding Certification/Different types of certification
1. State Certification
2. Federal Certification
3. Corporate Certification
4. Other Certification -$$$
5. VA-CVE
6. HUB Zone
Federal Certification
• SBA 8a
• SBA WOSB/EDWOSB
• SBA HUBZone
• WBE Women Business Enterprise
• VOSB/SDVOSB
State Certification
• MBE
• WBE
• VOSB
Corporate
• NJ Transit
• PSE&G
• Port Authority NY& NJ
Understanding Registration/Different types of Registration
1. State Registration
2. Federal Registration
3. Corporate Registration
4. Other Registration-$$$
5. VA-CVE
6. HUB Zone
Federal Registration
• SBA 8a
• SBA WOSB/EDWOSB
• SBA HUBZone
• WBE Women Business Enterprise
• VOSB/SDVOSB
State Certification
• MBE
• WBE
• VOSB
Corporate
• NJ Transit
• PSE&G
• Port Authority NY& NJ
Business Structures
Sole Proprietorship
Partnership
Limited Partnership
Limited Liability Company
Corporation
Sub-Chapter S
Sub-Chapter C
