Historical Bidding Workshop

HISTORICAL BIDDING WORKSHOP | SOURCE AND SCOPE 1. Recover the historical record Learning goal: reconstruct the requirement from original documents, distinguish facts from assumptions, and prepare a defensible classroom response. 5 / 10 Historical case: SAM.gov notice W912CL26QKW02, "SV26.2 (PERU) Bottled Water." The notice identity is confirmed in the official indexed SAM result. The existing course exercise carries forward 25,625 liters, a Sauce Jungle School delivery and a 500 mL practice configuration. Treat these details as provisional until checked against the full solicitation and every amendment. No historical award price is supplied as verified. Record to establish Your finding / status Exact evidence / page / date Notice ID / buying office Original solicitation / attachment version Amendments / Q&A / latest action Product / approved brands or equivalents Quantity / unit / permitted configuration Delivery location / due date / receiving Submission deadline / stated time zone Evaluation / qualifications / payment terms Which source is missing, and how could its absence change your bid? An indexed status or old deadline does not establish the latest action. This is a historical classroom exercise; submit only to the instructor. 1 / 6 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 workshop supplement | November 6, 2026 | Classroom practice Original record: Source: sam.gov WinGovCon Government Contracting Education & Consulting for Small Businesses Terry A. Lucas | Character. Grit. Ingenuity.

HISTORICAL BIDDING WORKSHOP | DOCUMENT REVIEW 2. Turn the documents into requirements A solicitation requests a response; an amendment changes the solicitation. CLIN means contract line item number. Read each instruction and connect it to evidence and a response. 6 / 10 Read the complete solicitation, product description, attachments, amendments and posted answers together. Record the exact version and section. If documents conflict, identify the issue and applicable instructions; do not invent a resolution. The instructor may supply a fixed source packet for class. Keep a copy of the packet used. Requirement / row heading Source document + section What my response must show Gap / question / next action Product, brand and substitutions Quantity, unit and CLIN schedule Packaging, labels and shelf life Delivery, access and unloading Supplier / business qualifications Quote contents and attachments Evaluation and acceptance Payment and amendment acknowledgment Draft one precise clarification question. What part of the source creates the uncertainty? Before class, record an attachment list: filename, version/date, source and the location of each requirement. A third-party summary can help find a document; it does not replace the original. 2 / 6 © 2026 Aegis Bellator LLC and respective rights holders. All rights reserved. Educational use only; not legal advice. WinGovCon workshop supplement | November 6, 2026 | Classroom practice WinGovCon Government Contracting Education & Consulting for Small Businesses Terry A. Lucas | Character. Grit. Ingenuity.

HISTORICAL BIDDING WORKSHOP | UNITS AND FULFILLMENT 3. Translate quantity into a delivery plan For classroom arithmetic only, start with the carried-forward 25,625-liter requirement and choose 500 mL bottles. Verify the actual procurement configuration separately. 7 / 10 Liters per bottle = mL per bottle / 1,000. Bottles required = liters required / liters per bottle. Cases required = bottles / bottles per case. If a full-case purchase is necessary, calculate rounding and excess. Full-case rounding is not permission to alter the government's ordered quantity; verify how the solicitation permits pricing and delivery. Calculation / check Inputs + units / evidence Your result + status Required volume / source page Bottle volume in liters Bottles required Bottles per case / supplier proof Exact cases / full-case purchase Delivered liters / excess or shortfall Case weight / dimensions / pallet count Transport loads / route / unloading Backup supply / approval / extra cost What changes if the quote uses cases but the buyer orders liters? Explain the conversion and the rounding decision. Cost every required transport, access and handling step. A volume calculation does not prove vehicle capacity, road access, unloading equipment or permission to substitute a brand. 3 / 6 © 2026 Aegis Bellator LLC and respective rights holders. All rights reserved. Educational use only; not legal advice. WinGovCon workshop supplement | November 6, 2026 | Classroom practice WinGovCon Government Contracting Education & Consulting for Small Businesses Terry A. Lucas | Character. Grit. Ingenuity.

HISTORICAL BIDDING WORKSHOP | COMPARABLE AWARD RESEARCH 4. Build a historical price benchmark Locate actual award or purchase evidence. A solicitation ceiling, estimated value or requested quantity alone is not an awarded unit price. Leave unsupported cells blank and label the gap. 8 / 10 Compare the same specification, quantity scale, delivery geography, period, currency and terms. An award total divided by quantity is usable only when that total and quantity refer to the same scope. Document every adjustment; prior price may not be a valid comparison when the timing or terms differ substantially. [1] Historical comparison criterion Comparable record A Comparable record B Comparable record C Award / order ID + date Buyer / supplier / product / unit Quantity / line-item scope Price / currency / included charges Award source / document / page Delivery / period / key differences Normalized historical unit price Adjustment method / index + source Base and current dates / inputs Adjusted unit-price benchmark Exclude, use or investigate? Why? What prevents this from being a verified benchmark? What evidence would resolve it? If an index is appropriate: adjusted price = base unit price x (current index / base index), plus separately supported scope adjustments. Use a suitable series and dates; do not apply a generic inflation factor without support. An award price cannot establish the winner's actual markup. 4 / 6 © 2026 Aegis Bellator LLC and respective rights holders. All rights reserved. Educational use only; not legal advice. WinGovCon workshop supplement | November 6, 2026 | Classroom practice WinGovCon Government Contracting Education & Consulting for Small Businesses Terry A. Lucas | Character. Grit. Ingenuity.

HISTORICAL BIDDING WORKSHOP | INDEPENDENT BUSINESS ESTIMATE 5. Build your cost, price and cash case Use current supplier evidence from the price-verification charts. Keep your full fulfillment cost separate from the historical selling-price benchmark. 9 / 10 Cost or decision element Amount / unit / currency Evidence / assumption / status Product purchase + any excess units Transport, freight and unloading Packing, handling and owner labor Insurance / administration / overhead Applicable taxes, fees and financing Contingency / stated basis Full estimated fulfillment cost Proposed selling price / scope Estimated surplus / margin / markup Surplus = selling price - included costs. Margin = surplus / selling price; markup = surplus / cost. For a chosen target margin m, price = full included cost / (1 - m). State what costs are included. This estimate is not a prediction of actual profit. Cash checkpoint Dated outflow / inflow Cumulative need / available cash Supplier deposit / purchase Freight / delivery / other costs Acceptance / invoice / expected receipt What is the peak funding gap? What happens if payment is delayed? State whether you can support the promise. 5 / 6 © 2026 Aegis Bellator LLC and respective rights holders. All rights reserved. Educational use only; not legal advice. WinGovCon workshop supplement | November 6, 2026 | Classroom practice WinGovCon Government Contracting Education & Consulting for Small Businesses Terry A. Lucas | Character. Grit. Ingenuity.

HISTORICAL BIDDING WORKSHOP | RESPONSE AND DEBRIEF 6. Submit a classroom quote and defend it Use the selected historical requirement and your documented assumptions. This is a simulated classroom submission to Terry, not a live offer or an instruction to contact the agency. 10 / 10 Quote row / CLIN Description / scope Qty + unit Unit price + currency Extended price 1 2 3 Separate permitted charges Total classroom offer State delivery timing, quote validity, payment assumptions and any permitted exclusions. What source supports each? Check quantity, arithmetic, source versions, required attachments and amendment acknowledgments. What remains incomplete? Explain your price versus the historical benchmark. If no verified benchmark exists, say so and describe the research still needed. DECISION: pursue / investigate / pass: __________________ Next action + owner + date: ______________________________________ Debrief: What did you verify? Which assumption changed? What would you do differently before a real commitment? 6 / 6 © 2026 Aegis Bellator LLC and respective rights holders. All rights reserved. Educational use only; not legal advice. WinGovCon workshop supplement | November 6, 2026 | Classroom practice Reference [1]: FAR 15.404-1, Source: acquisition.gov Use the original solicitation and applicable current agency instructions. WinGovCon Government Contracting Education & Consulting for Small Businesses Terry A. Lucas | Character. Grit. Ingenuity.