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Section 14 · The Master Business Data Room

24 folders. One source of truth for every opportunity lane.

Every document needs an owner, version, effective/expiration date, confidentiality level, verified status, supporting evidence, allowed use, and last-reviewed date.

24
Folders
9
Metadata fields per document

Required metadata on every document

  • Owner
  • Version
  • Effective date
  • Expiration date
  • Confidentiality level
  • Verified status
  • Supporting evidence
  • Allowed use
  • Last reviewed date

01-Corporate

Formation documents, bylaws/operating agreement, good-standing certificate, board resolutions.

02-Ownership

Ownership ledger, cap table, demographic/certification-support evidence (encrypted where sensitive).

03-Registrations

SAM, UEI, CAGE, SCEIS, SC vendor number, Grants.gov organization profile.

04-Certifications

8(a), HUBZone, WOSB/EDWOSB, SDVOSB/VOSB, SC MBE, SCDOT DBE/SBE, and supporting evidence.

05-Licenses

Business, contractor, residential builder, and professional licenses.

06-Insurance

General liability, professional liability, cyber, workers’ comp, auto, umbrella, D&O, E&O certificates.

07-Financials

P&L, balance sheet, cash flow, AR/AP aging, debt schedule, bank statements.

08-Tax-Returns

Up to three years of business tax returns.

09-Past-Performance

Contracts, POs, CPARS, award letters, references, case studies.

10-Capabilities

NAICS/PSC/FSC/NIGP/UNSPSC codes, contracting capability, bonding, equipment, facilities.

11-Products-and-Services

Offering descriptions, pricing, delivery methods, differentiators.

12-Team-and-Resumes

Key personnel resumes, organizational chart, professional history.

13-Customers-and-Traction

Customer list, testimonials, retention/growth metrics, letters of intent.

14-Contracts

Customer, vendor, subcontract, teaming, NDA, lease, and loan agreements.

15-Intellectual-Property

Patents, trademarks, IP assignments, proprietary process documentation.

16-Grant-Library

Eligibility evidence, project design, budgets, logic models, letters of support.

17-Proposal-Library

Reusable, evidence-backed proposal modules for government contracting.

18-Investor-Data-Room

Pitch deck, financial model, cap table, cohort analysis, data-room index.

19-Sponsorship

Sponsorship profile, inventory, tiered packages, fulfillment tracker.

20-Policies-and-Compliance

Privacy, security, ethics, EEO, debarment, lobbying, export-control disclosures.

21-Awards-and-References

Award letters, reference contacts, CPARS ratings, testimonials.

22-Opportunity-Research

Saved opportunity records, incumbent research, agency budget notes.

23-Submitted-Applications

Copies of every submitted application, confirmation receipts, and correspondence.

24-Post-Award-Reporting

Performance reports, invoices, compliance reporting, close-out documentation.