Learn Bids2Bank in one day.
A short course, a plain-English dictionary of government terms, and links to free official help. No experience needed.
Seven short lessons, about 5 hours in total.
- 20 min
Lesson 1: Set up your company
Tell Bids2Bank who you are so it only shows work you can win.
- Create your workspace and sign in.
- Enter your company name, UEI and CAGE code (find them in your SAM.gov registration).
- Bids2Bank reads your NAICS codes and certifications (small business, 8(a), HUBZone, WOSB, SDVOSB) from your SAM.gov record, so keep that record current.
- Invite your team and give each person a role.
- 45 min
Lesson 2: Find the work
Search open federal opportunities and save the ones worth a closer look.
- Open Find Opportunities and search by keyword, agency or NAICS code.
- Learn the notice types: Sources Sought and RFI (market research) come before an RFP or RFQ (the real competition).
- Check the set-aside and the response due date on each notice.
- Save promising notices as bids.
- 30 min
Lesson 3: Decide whether to bid
Use the bid score to spend your time on bids you can win.
- Open Should We Bid? to see each saved bid’s score.
- Read the reasons behind the score — fit, competition, deadline, deal-breakers.
- Mark each bid Go or No-go and note why.
- 60 min
Lesson 4: Understand the solicitation
Know exactly what the government is asking for and how it will score you.
- Open a bid and read its requirement list (the compliance matrix).
- Find Section L (how to format) and Section M (how you are scored).
- When an amendment is posted, compare it with the original so no change is missed.
- 60 min
Lesson 5: Write with proof
Build a proposal where every sentence is backed by your own records.
- Upload past performance write-ups, résumés and certificates to My Company Documents.
- Open a bid’s proposal and click any sentence to see its source, rule and evidence.
- Rewrite or remove anything the checks flagged.
- 45 min
Lesson 6: Check every rule
Confirm every sentence is sourced, accurate and allowed by the FAR.
- Open Rule Check to see how many sentences passed all three checks.
- Open anything that failed and read why.
- Look up any FAR clause in the built-in library.
- 30 min
Lesson 7: Approve, submit and stay on schedule
Get a human sign-off, package the files and never miss a date.
- Open Review & Submit, read the summary and approve.
- Download the package and upload it where the solicitation says (SAM.gov or an agency portal).
- Add every deadline to your own calendar from Deadlines & Reminders.
- Use Activity History to see who did what.
Your progress is saved in this browser only.
Government words, in plain English.
46 terms. Links go to the official source.
- 8(a) Business Development
- An SBA program for small businesses owned by socially and economically disadvantaged people. Some contracts are reserved for 8(a) firms. Official source
- Amendment
- An official change to a solicitation after it is posted — new dates, answers to questions or changed requirements. Always read every amendment.
- CAGE code
- A five-character ID the government assigns to your business when you register in SAM.gov.
- Capture
- Everything you do before writing a proposal to position yourself to win: learning the customer, the competition and the requirements.
- CMMC
- Cybersecurity Maturity Model Certification — the Defense Department’s cybersecurity requirement for contractors that handle its information. Official source
- Color team review
- Scheduled internal reviews of a draft proposal, named by color — Pink team checks the outline, Red team scores it like the government would, Gold team gives final approval.
- Compliance matrix
- A checklist that maps every requirement in the solicitation to the exact place your proposal answers it.
- Contracting Officer (CO or KO)
- The government official with legal authority to sign, change or end a contract. Only the CO can bind the government.
- COR
- Contracting Officer’s Representative — the person who oversees the day-to-day work after award, but cannot change the contract.
- CPARS
- The system where agencies grade how well contractors performed. These grades become your past-performance record. Official source
- DCAA
- Defense Contract Audit Agency — audits contractors’ accounting systems and costs on many Defense contracts.
- Debrief
- A meeting or letter after an award decision explaining how your proposal was scored. Ask for one whether you win or lose.
- DFARS
- Defense Federal Acquisition Regulation Supplement — extra rules the Department of Defense adds to the FAR. Official source
- Discriminator
- Something true about your company that competitors cannot claim and the customer cares about.
- FAR
- Federal Acquisition Regulation — the main rulebook for how the U.S. government buys things. Official source
- FedRAMP
- The government-wide security approval process for cloud software used by federal agencies. Official source
- Go / no-go
- The decision whether to spend time and money bidding on an opportunity.
- Grant
- Money the government gives to support a public purpose, such as research. Unlike a contract, the government is not buying something for its own use. Official source
- GSA Schedule (MAS)
- A long-term government-wide contract with pre-negotiated prices. Agencies can order from companies on it quickly. Official source
- HUBZone
- An SBA program for small businesses located in, and hiring from, historically underutilized business zones. Official source
- IDIQ
- Indefinite Delivery, Indefinite Quantity — a contract that sets terms up front, then the government places individual task orders over time.
- IFB
- Invitation for Bid — a sealed-bid solicitation where the lowest-priced responsive bid usually wins.
- NAICS code
- A six-digit code for your industry. Solicitations list one, and it decides which size rules apply. Official source
- NOFO
- Notice of Funding Opportunity — the announcement for a federal grant.
- Option year
- An extra year the government may choose to add to a contract without re-competing it.
- Past performance
- Proof you have done similar work well before. It is often one of the biggest scoring factors.
- Period of performance
- The dates during which the contract work happens.
- Prime contractor
- The company that holds the contract directly with the government.
- Protest
- A formal challenge to how a contract was awarded, filed with the agency, the GAO or the Court of Federal Claims. Strict deadlines apply.
- PSC
- Product Service Code — a four-character code describing what the government is buying.
- RFI / Sources Sought
- Request for Information — the government is researching the market and asking who could do the work. Answering helps shape the real solicitation.
- RFP
- Request for Proposal — a formal solicitation asking companies to submit proposals that will be scored.
- RFQ
- Request for Quote — usually a simpler, faster request for pricing on a defined need.
- SAM.gov
- System for Award Management — the official site where opportunities are posted and where your business must register to get paid. Official source
- SDVOSB
- Service-Disabled Veteran-Owned Small Business — some contracts are set aside for these firms. Official source
- Section L
- The part of an RFP that tells you exactly how to format and organize your proposal.
- Section M
- The part of an RFP that explains how proposals will be scored. Write to Section M.
- Set-aside
- A contract reserved for a certain kind of business, such as small, 8(a), HUBZone, women-owned or veteran-owned.
- Solicitation
- The government’s official request for bids, quotes or proposals — the document you respond to.
- Statement of Work (SOW / PWS)
- The description of the work the government wants done. A PWS (Performance Work Statement) describes results instead of methods.
- Subcontractor
- A company that does part of the work for the prime contractor.
- Task order
- An individual order placed under an IDIQ or schedule contract.
- Teaming agreement
- A written agreement between companies to pursue a contract together, usually as prime and subcontractor.
- UEI
- Unique Entity ID — the 12-character ID from SAM.gov that identifies your business to the government. Official source
- Win theme
- A short, repeated message in your proposal that ties your strengths to what the customer cares most about.
- WOSB
- Women-Owned Small Business — an SBA program with contracts set aside for women-owned firms. Official source
Move faster.
Shortcuts work once you are signed in. They are optional — everything also works with a mouse or a finger.
| ⌘ K or Ctrl K | Search every page, bid and action |
|---|---|
| ? | Show every keyboard shortcut |
| g then m | Go to Mission Control |
| g then p | Go to My Bids |
| g then c | Go to Rule Check |
| g then s | Go to Review & Submit |
| / | Filter agents and alerts on Mission Control |
| Esc | Close any window or panel |
Put Bids2Bank on your home screen.
Open Bids2Bank in Safari, tap the Share button, then “Add to Home Screen”.
Open Bids2Bank in Chrome, tap the ⋮ menu, then “Install app” or “Add to Home screen”.
In Chrome or Edge, click the install icon at the right end of the address bar.
When you want a human, these are free.
APEX Accelerators give free one-on-one coaching in every state. The rest are the government’s own sites.