Class 03 SAM Registration

Terry A. Lucas | Character. Grit. Ingenuity. Class 3 | 1 CLASS 03 | PLAYBOOK AND WORKSHEET SAM.gov Registration & Contractor Qualifications 75-minute class companion | November 6, 2026 edition Existing lesson text and worksheet prompts, packaged for individual use. This playbook is separate from the reviewed AI transcript produced after a live class. Use this lesson and its worksheet now. Live workshop dates and enrollment are still being finalized; this page does not reserve a seat. LESSON 03 · READY OR REGISTERED? The registration is complete. Is the preparation? Being in a system and being ready to fulfill an order are different things. Let’s put the proof behind the promise. You have looked at the customer and found a possible fit. Now ask what your business can actually provide - in ordinary conditions and when the work gets difficult. What can you do, how much can you handle and what supports that answer? This lesson applies to operating businesses and businesses being built. Start with the experience and resources you can substantiate today. We’ll explain the systems in 101, then use the practical workshop to work through your own evidence and gaps. Dates, duration and workshop pricing must be confirmed before purchase. 01 · PROOF BEHIND THE PROMISE What can you do? What can you show? Begin with the skills and experience your business actually displays. Describe work you have completed, large or small, and be clear about the scope and your role. Personal experience can explain your ability; distinguish it from work performed by the business itself. - Capacity: quantities, timing, staffing, equipment and delivery area you can support. - Supplier coverage: what your suppliers can confirm, lead times, alternatives and the limits of each arrangement. - Insurance and licenses: the types, scope and current status you actually hold, checked against the opportunity’s requirements. - Experience: relevant completed work, samples, processes and permitted references. - A capability statement: a clear, concise and sensible explanation of your offer, relevant strengths, verified experience and contact details. Educational use only; not legal, tax, financial or medical advice. Verify requirements and consult qualified advisers. No outcomes guaranteed. Personal learning and internal application allowed; redistribution, resale or teaching from these materials requires written permission, except as law permits. Rights reserved in Aegis Bellator LLC-owned original expression; third-party and public-domain rights remain unaffected. © 2026 Aegis Bellator LLC and respective rights holders. All rights reserved. Educational use only; not legal advice. WinGovCon Government Contracting Education & Consulting for Small Businesses

Terry A. Lucas | Character. Grit. Ingenuity. Class 3 | 2 Character attaches the claims you make on paper to what you can deliver in real time. Give the buyer a reliable picture of your business rather than an impressive description you cannot support. Claim Evidence to examine Limit to state honestly We can deliver 300 units by Friday. Confirmed stock, people, transport, costs and available fulfillment funding. Delivery area, order cutoff and any unresolved dependency. We have a backup supplier. Current availability, specification match, lead time, price and agreement. An unconfirmed supplier lead is still a lead, not secured supply. Our team has relevant experience. Specific roles, completed work and records you have permission to use. Distinguish the team member’s experience from the company’s performance history. 02 · PAPERWORK WITH A POINT Make the paperwork match the performance. If you over-deliver on paper, you risk under-delivering when the order arrives. An unsupported promise can leave the purchaser without the product or service they planned around. Poor performance can damage trust and future prospects; the consequences depend on the agreement and circumstances. List what you can do and keep the evidence behind it. When an opportunity exceeds that capacity, investigate a smaller scope, a qualified partner or a different pursuit. A partner’s ability needs verification too. Keep your records straight for the contract’s sake. Organize the documents that prove your claims. Keep versions and dates clear. Save relevant supplier confirmations, quotes, requirements, amendments, communications, delivery records and acceptance or payment evidence as appropriate to the work. Accurate records help you respond clearly and understand what was agreed. Local vendor portals, state supplier systems and SAM.gov serve different markets. A completed registration does not prove every qualification, secure an order or guarantee payment. Verify the requirements of the actual opportunity. Use the separate registration guides to understand the sequence. 03 · REGISTRATION TO REPUTATION Now let your conduct support your claims. You are registered. You may not feel any different - and you may not have an order. Ask yourself what you expected registration to accomplish. It completes a step in the process; it does not complete the work of finding a suitable customer and earning their confidence. How do you communicate? Is the message timely, efficient and accurate? Is the request clear? Respect the buyer’s stated communication channel and process. Write with the professionalism the responsibility deserves. Follow up thoughtfully. During performance, use the agreed communication process to confirm milestones, clarify delivery details and raise concerns. Silence is not a substitute for checking the work. Be dependable in © 2026 Aegis Bellator LLC and respective rights holders. All rights reserved. Educational use only; not legal advice. WinGovCon Government Contracting Education & Consulting for Small Businesses

Terry A. Lucas | Character. Grit. Ingenuity. Class 3 | 3 the responsibilities you accepted. Let character keep the claims honest. Let grit carry the details through. Let ingenuity help you resolve gaps before they become promises you cannot keep. FICTIONAL PRACTICE CASE Your supplier says “probably.” Your response says “confirmed.” You are preparing an offer for 300 units. A supplier thinks the stock should be available, but you have no allocation or delivery confirmation. Your draft describes the supply as secured. Character: correct the claim to reflect what you know. Grit: obtain the missing confirmation and track the outstanding steps. Ingenuity: investigate an appropriate alternative and verify its fit, timing and cost. What is the paperwork trying to prove? Ask whether the evidence supports the exact quantity, quality and timing you propose. If the requirement cannot be supported, reconsider the offer rather than treating registration as proof of readiness. Your assignment: show the work behind the words. Write three capability claims. Attach a supporting record or a specific verification action to each. Draft a concise capability statement, identify your biggest readiness gap and choose the next action to resolve it. Then answer this: What has registration accomplished - and what do I still need to do before I can responsibly accept the work? Your next step is to use that honest picture to find and assess suitable opportunities. Registration and qualification checkpoints SAM.gov is the federal System for Award Management. Its All Awards registration route covers federal contract pursuits. A Unique Entity ID (UEI) identifies the entity; obtaining only a UEI does not complete registration. For U.S. entities, a CAGE code is assigned during registration if one does not already exist. Check actual registration status rather than assuming that an identifier means Active. Prepare accurate entity records, North American Industry Classification System (NAICS) codes, applicable size-standard information, representations and certifications, points of contact and the supporting information requested by the official checklist. Product and Service Codes (PSC) help classify the products or services purchased by the federal government and support opportunity research; licenses, insurance, certifications and other qualifications depend on the work. A capability statement explains your services, relevant experience, capacity and contact details. Registration is not proof of all of those capabilities. Practice: list your current identifiers and registration status, the documents still needed, the requirements of your chosen market and the evidence behind your capability claims. Use official systems to complete and verify registration; the class does not issue identifiers or guarantee activation within the class period. © 2026 Aegis Bellator LLC and respective rights holders. All rights reserved. Educational use only; not legal advice. WinGovCon Government Contracting Education & Consulting for Small Businesses

Terry A. Lucas | Character. Grit. Ingenuity. Class 3 | 4 Class 03 Worksheet SAM.gov Registration & Contractor Qualifications Name or classroom ID: ____________________________________ Use these pages for your own planning. Keep passwords, bank details and confidential information out of your class notes. Capability claim 1 · supporting record, date and limits Capability claim 2 · supporting record, date and limits Capability claim 3 · supporting record, date and limits What did I expect registration to accomplish, and what does it actually establish? © 2026 Aegis Bellator LLC and respective rights holders. All rights reserved. Educational use only; not legal advice. WinGovCon Government Contracting Education & Consulting for Small Businesses

Terry A. Lucas | Character. Grit. Ingenuity. Class 3 | 5 Class 03 Worksheet - continued Where will I keep current requirements, supplier confirmations, communications and fulfillment records? How will I communicate accurately, follow up appropriately and check agreed milestones? My specific offer and service area Supporting records I can actually show My capability statement: core services, differentiators and verified experience © 2026 Aegis Bellator LLC and respective rights holders. All rights reserved. Educational use only; not legal advice. WinGovCon Government Contracting Education & Consulting for Small Businesses

Terry A. Lucas | Character. Grit. Ingenuity. Class 3 | 6 Class 03 Worksheet - continued Capacity and exclusions I need to state honestly Three readiness gaps and the evidence that would resolve them Character · What commitment must I keep, clarify or correct? Grit · What action will I follow through on, and when will I check it? Ingenuity · What alternative can I verify while honoring the requirements? © 2026 Aegis Bellator LLC and respective rights holders. All rights reserved. Educational use only; not legal advice. WinGovCon Government Contracting Education & Consulting for Small Businesses