Organization Setup & Team Configuration
Configure your organization for government contracting success. Set up your company profile, manage team members, and optimize your business information for better opportunity matching and credibility.
Why Proper Organization Setup is Critical for Government Contracting
Government procurement officers evaluate businesses based on their organizational structure, certifications, and team capabilities. A well-configured organization demonstrates professionalism and helps you compete more effectively for contracts.
Complete Your Company Profile
Establish your business identity with comprehensive company information. This forms the foundation of your government contracting presence and appears in all your professional communications.
Essential Company Information
Legal Business Information
Official business name, structure, and registration details as they appear on government documents.
Business Identity
Public-facing business information that represents your company in the marketplace.
Business Locations
Physical locations where your business operates, including headquarters and branch offices.
Contact Information
Primary business contact methods for official communications and procurement officer outreach.
Business Registration Tips
- • Ensure your legal business name matches exactly with government registrations
- • Keep your EIN readily available - it's required for most government contracts
- • Maintain consistent business information across all platforms and registrations
- • Update your information promptly when business details change
Configure Business Certifications & Qualifications
Government contracting offers significant opportunities for certified businesses through set-aside programs. Properly configuring your certifications ensures you're matched with relevant opportunities and can compete effectively.
Government Business Certifications
Small Business Certifications
Basic small business certification - foundation for most set-aside opportunities
For businesses at least 51% owned and controlled by women
Additional qualification for women-owned businesses meeting economic criteria
Specialized Certifications
For businesses at least 51% owned by veterans
Highest priority certification for service-disabled veteran entrepreneurs
For businesses in Historically Underutilized Business Zones
Certification Documentation
Upload official certification documents for verification and easy access during bid preparation.
Required Documents
- • Official certification letter
- • NAICS code documentation
- • Size standard compliance
Supporting Documents
- • Business license
- • Articles of incorporation
- • Financial statements
Certification Benefits & Set-Aside Opportunities
- • Access to contracts reserved for certified businesses
- • Reduced competition on set-aside opportunities
- • Subcontracting opportunities with large prime contractors
- • Government contracting goals favor certified businesses
- • Networking opportunities through certification programs
- • Marketing advantages in government marketplace
Define Business Capabilities & NAICS Codes
Accurately defining your business capabilities and NAICS codes is crucial for opportunity matching. Government contracts are categorized by industry codes, and proper classification ensures you see relevant opportunities.
Business Classification & Capabilities
NAICS Codes Selection
Select all NAICS codes that accurately represent your business capabilities. Government contracts are organized by these industry classification codes.
NAICS Code Strategy:
Primary NAICS Code
Your main business activity - determines small business size standards
Secondary NAICS Codes
Additional capabilities that expand your opportunity matching
Core Business Capabilities
Detailed description of your services, products, and expertise areas.
Services Offered
- • Professional services
- • Technical consulting
- • Implementation services
- • Maintenance & support
Products & Solutions
- • Software solutions
- • Hardware products
- • Custom development
- • System integration
Contract Capacity & Preferences
Define your contracting capabilities, preferences, and constraints.
Contract Value Range
Minimum and maximum contract sizes you can handle
Geographic Scope
Regions where you can deliver services
Contract Types
Fixed price, T&M, cost-plus preferences
NAICS Code Best Practices
- • Research NAICS codes thoroughly - incorrect codes limit opportunities
- • Choose your primary NAICS code carefully - it determines size standards
- • Include all relevant secondary codes to maximize opportunity matching
- • Regularly review and update codes as your business evolves
- • Ensure consistency between NAICS codes and capability descriptions
Optimize Your Business Profile & Competitive Positioning
Enhance your organization's visibility and competitive advantage in the government contracting marketplace. A well-optimized profile helps you stand out to procurement officers and improves opportunity matching.
Profile Enhancement Strategies
Competitive Advantages & Differentiators
Highlight what makes your organization unique and competitive in government contracting.
Past Performance
Document successful contract completions and client testimonials
Security Clearances
List security clearances and specialized authorizations
Technical Expertise
Showcase specialized skills and industry certifications
Geographic Coverage
Define service areas and regional capabilities
Supporting Documentation
Organize and upload key documents that support your qualifications and capabilities.
Essential Documents:
Profile Visibility & Presentation
Control how your organization appears to government procurement officers and other potential partners.
Profile Optimization Best Practices
- • Keep all information current and accurate for credibility
- • Use professional language and terminology familiar to government buyers
- • Quantify achievements and capabilities wherever possible
- • Regularly update documentation and certifications as they change
- • Monitor profile performance and adjust based on opportunity matching results
Configure Organization Preferences & Settings
Optimize your organization's operational settings for maximum efficiency. Configure notification preferences, workflow settings, and integration options to streamline your contracting process.
Operational Settings
Organization-Wide Notifications
Configure how your organization receives and manages notifications about opportunities and deadlines.
Notification Types:
Delivery Methods:
Workflow & Process Settings
Customize workflows to match your organization's bid preparation and opportunity management processes.
Opportunity Management:
- • Automatic opportunity scoring
- • Bid/no-bid decision workflows
- • Team assignment automation
- • Progress tracking templates
Quality Control:
- • Review and approval processes
- • Document version control
- • Compliance checking
- • Final submission protocols
Security & Compliance Settings
Configure security settings and compliance requirements for your organization.
Access Controls
- • Multi-factor authentication
- • Session timeout settings
- • IP address restrictions
- • Audit logging
Data Protection
- • Document encryption
- • Data retention policies
- • Privacy controls
- • Compliance reporting
Set Up Billing & Subscription Management
Configure your organization's billing and subscription settings to ensure uninterrupted access to premium features. Proper billing setup enables team access and advanced capabilities essential for competitive bidding.
Subscription & Billing Configuration
Payment Method Setup
Add and manage payment methods for your organization's subscription and usage-based features.
Accepted Payment Methods:
- • Business credit cards
- • Business debit cards
- • ACH bank transfers
- • Corporate purchase orders (Enterprise)
Billing Information:
- • Business billing address
- • Tax ID for business accounts
- • Invoice delivery preferences
- • Backup payment methods
Team Seat Management
Manage team member access and optimize your subscription for current and future team size.
Current Usage
Active team members and seat utilization
Seat Management
Add or remove seats as team changes
Usage Monitoring
Track feature usage and optimize plan
Billing & Invoice Management
Access billing history, download invoices, and manage your organization's financial records.
Premium Features for Government Contracting
- • Unlimited opportunity searches and advanced filters
- • AI-powered bid assistant and capability statement tools
- • Email notifications and automated opportunity matching
- • Calendar integration and deadline tracking
- • Team collaboration and multi-user access
- • Document management and version control
- • Advanced reporting and performance analytics
- • Priority customer support and training resources
Organization Setup Completion Checklist
Essential Setup Tasks:
- Complete company profile with legal business information
- Configure business certifications and upload documentation
- Set primary and secondary NAICS codes
- Define core business capabilities and service areas
Team & Operational Setup:
- Optimize your business profile and competitive positioning
- Configure organization-wide notification preferences
- Set up billing and payment information
- Review security settings and privacy controls
Frequently Asked Organization Setup Questions
Can I change my organization's NAICS codes after setup?
Yes, you can update your NAICS codes at any time. However, be aware that changing your primary NAICS code may affect your small business size standards and certification eligibility. Review any impacts before making changes to ensure compliance.
How many team members can I add to my organization?
The number of team members depends on your subscription plan. Basic plans typically include 1-3 users, while premium and enterprise plans support larger teams. You can add or remove team members as needed, with billing adjusted accordingly.
What happens if my business certifications expire?
You should update your certification status immediately when certifications expire or are renewed. The platform can help track certification expiration dates and remind you to update documentation. Expired certifications may affect your eligibility for certain set-aside opportunities.
How does organization setup affect opportunity matching?
Your organization profile directly impacts which opportunities you see and how they're prioritized. NAICS codes, certifications, location, and capability descriptions are all used to match you with relevant contracts. More complete and accurate information leads to better opportunity matching.
Organization Setup Complete - Ready to Win Contracts!
With your organization properly configured, you're ready to leverage the full power of the platform for government contracting success. Your team can now collaborate effectively on opportunities and bids.
Need help with your organization setup?
Contact Support