Free Templates & Checklists

Updated 2026-09-07 · BidWatch · 10 downloads

Worksheets, trackers and templates for small businesses selling to the federal government. Every download is free — tell us where to send it and it starts instantly.

Beginner Federal Contracting Roadmap (Free One-Pager)Free one-page federal contracting roadmap for beginners: the eight stages from fit assessment through registration, certifications, market research, subcontracting, first bids and post-award — with what each stage requires and where the free help is. First Federal Bid Readiness Checklist (Free Printable)Free readiness checklist for a small business preparing its first federal bid: registrations, size and set-aside status, past performance, pricing and accounting, capability statement, bonding and insurance, market research, and the free help available. Free Capability Statement Template (Federal Contracting)Free capability statement template for federal contractors: the 7 sections procurement officers expect, a fillable Word download, and the mistakes that get statements ignored. GSA Schedule Go/No-Go Worksheet for Small Firms (Free)Free GSA Multiple Award Schedule go/no-go worksheet: what a Schedule contract is and is not, the eligibility requirements, the real costs and obligations (sales minimums, IFF, reporting, price reductions), the questions that predict whether it will pay off, and a scored decision table. NAICS Code Finder Worksheet (Free, with Common-Codes Table)Free NAICS code finder worksheet: how the six-digit code is built, a four-step method to find your primary and secondary codes, how to check the SBA size standard for each, a table of common small-business codes, and where the codes go once you have them. RFP Requirements Matrix Template (Free Word Download)Free RFP requirements (compliance) matrix template: how to shred a federal solicitation section by section, what to capture for every requirement, the columns the matrix needs, and a fill-in table with worked examples. SAM.gov Registration Checklist: Documents to Gather Before You Start (Free)Free SAM.gov registration checklist: every document and data point the entity registration asks for (legal name and address proof, EIN, bank details, NAICS, size, points of contact, reps and certs), the validation step that stalls most registrations, and what to do after activation. SAM.gov Saved Search Setup Sheet (Free Template)Free SAM.gov saved-search setup sheet: the Contract Opportunities filters that matter (NAICS, PSC, keywords, set-aside, notice type, place of performance, agency), a recipe for three searches that cover most small firms, and a fill-in sheet to document each saved search. Set-Aside Eligibility Self-Check Worksheet: 8(a), WOSB, SDVOSB, HUBZone (Free)Free set-aside eligibility self-check worksheet: the ownership, control, size, location and personal-financial tests behind the SBA 8(a), WOSB/EDWOSB, SDVOSB/VOSB and HUBZone programs, what each certification requires, and the documents to gather before applying. Solicitation Amendment Tracker Sheet (Free Template)Free solicitation amendment tracker: why unacknowledged amendments kill otherwise compliant bids, how amendments are issued (SF-30), how to acknowledge them correctly, what to capture for each, and a fill-in tracking sheet.
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