Full Strategic Full Strategic Business Audit Contract

Simplifying Procurement, Amplifying Results

1. Parties

This Agreement ("Agreement") is made between Procurement & Co., LLC ("Company") and the individual or entity identified in the acceptance form below ("Client"), collectively referred to as "the Parties."

2. Project Description

The Company will provide the Client with a comprehensive strategic business audit for government contracting readiness. This service analyzes your complete business — from federal registration and certifications, to market positioning, tools, and competitive strategy — and delivers a custom 12-18 month strategic roadmap with actionable recommendations.

3. Scope of Work

3.1 Services Included:

The Company will perform the following services:

  • SAM.gov & Federal Registration Review — verify active status, UEI, CAGE code, NAICS alignment, expiration dates, and compliance

  • NAICS Code Analysis & Recommendations — review current codes, recommend additional codes based on services, align with PSC codes, identify missed opportunities

  • Certification Status Assessment — evaluate current and potential certifications (WOSB, MBE, HUBZone, VOSB, SBA 8(a)), identify eligibility gaps, provide roadmap for new certifications

  • Capability Statement Audit or Creation — review existing capability statement for compliance/impact or create new professional capability statement

  • Website & Digital Presence Audit — assess government readiness, branding consistency, online professionalism, LinkedIn optimization

  • Past Performance & Core Competencies Review — evaluate track record, identify gaps, define clear value proposition

  • Proposal Readiness Evaluation — review proposal samples, assess technical writing, evaluate compliance strength, identify improvement areas

  • Market Positioning & Agency Targeting — identify best-fit agencies, analyze procurement forecasts, match offerings to agency needs

  • Tools, Infrastructure & Workflow Assessment — evaluate PM systems, document management, proposal tracking, financial systems, identify gaps

  • Custom 12-18 Month Strategic Roadmap — milestone-driven action plan with quarterly focus areas, KPIs, certification timelines, contract targets, and deliverables

  • Initial intake and discovery within 24 hours of form submission

  • 90-minute comprehensive discovery call (Tuesday-Thursday) to explore all audit areas

3.2 Delivery Timeline:

Full business audit analysis and strategic roadmap will be completed and delivered within 14-21 business days of intake form submission and discovery call. Roadmap includes written audit report, capability statement (new or revised), strategic recommendations, and quarterly action items.

3.3 What is NOT Included:

  • Ongoing consulting or implementation support (available separately)

  • SAM.gov registration or application filing (available as separate service)

  • Certification applications or support (available as separate service)

  • Proposal writing services (available as separate service)

  • Financial analysis or accounting services

  • Legal advice or representation

  • Marketing or brand development beyond audit findings

4. Deliverables

The Company will provide the following deliverables:

  • Comprehensive Business Audit Report (PDF or shared folder)

  • Capability Statement (new or professionally revised version)

  • 12-18 Month Strategic Roadmap (milestone-driven, quarterly action items)

  • Certification Recommendations (prioritized roadmap)

  • NAICS Code Optimization Recommendations

  • Agency Targeting & Procurement Strategy

  • Proposal Readiness Assessment with improvement recommendations

  • Tools & Infrastructure Recommendations

  • Risk & Mitigation Strategy

  • Monday.com Dashboard Setup (if applicable)

  • Executive Summary of Key Findings

5. Refund Policy

  • No refund after intake form submitted. Once Client submits the completed intake form, the service fee becomes non-refundable because the Company begins audit preparation and analysis.

  • Refund available before intake. If Client cancels before submitting the intake form, a full refund is available within 7 calendar days of purchase.

  • No refunds for partial completion. If Client does not complete the discovery call or provide required information, no refund will be issued.

6. Payment Terms

  • Service Fee: $2,500.00

  • Payment Schedule: Billed at time of purchase

  • Service Delivery: Service delivery begins upon payment receipt

  • Non-Payment: If payment fails, service delivery is paused until payment is resolved

  • No Auto-Renewal: This is a one-time service engagement (not a recurring subscription)

7. Client Responsibilities

The Client agrees to:

  • Complete the intake form thoroughly within 24 hours of purchase

  • Schedule and attend the 90-minute discovery call (Tue-Thu), or reschedule with 48-hour notice

  • Provide accurate and complete information about business structure, operations, certifications, and goals

  • Share relevant documents (SAM.gov printout, past proposals, capability statement, financial overview) within 7 business days if requested

  • Participate actively in discovery conversation with specific examples and details

  • Be available for clarification questions during audit analysis (if needed)

  • Maintain confidentiality of audit findings if shared internally

  • Use roadmap recommendations constructively to improve government contracting readiness

8. Confidentiality

Both Parties agree to maintain confidentiality of all proprietary, financial, and business information shared during the audit process. Information will not be disclosed to third parties without prior written consent, except as required by law.

9. Intellectual Property

  • All audit frameworks, templates, and proprietary methodologies remain the property of Procurement & Co.

  • Client receives a limited license to use the customized roadmap and audit recommendations for their own business planning only

  • Client owns all information provided and the strategic roadmap content

  • Company may use anonymized case studies or success stories for marketing (with Client permission)

10. Service Modifications

The Company reserves the right to extend timeline or modify scope if:

  • Client provides incomplete or inaccurate intake information

  • Client is unavailable for the scheduled discovery call

  • Significant changes to Client's business occur during audit period

  • Additional research or analysis is needed beyond standard scope

11. Limitation of Liability

Procurement & Co. does not guarantee contract awards, certification approvals, or business outcomes, as success depends on Client execution, market factors, and competitive ability. The Company is not liable for business results or outcomes. The Company is not liable for indirect, incidental, or consequential damages, including lost opportunities or revenue.

12. Roadmap Implementation

The strategic roadmap provided is recommendations only. Client is responsible for implementing recommendations, hiring necessary support, and executing the plan. The Company does not guarantee results from roadmap implementation.

13. Governing Law & Dispute Resolution

This Agreement shall be governed by the laws of the State of Illinois.

Disputes shall first be attempted through negotiation and mediation. If unresolved, disputes shall be settled by binding arbitration in Illinois before litigation is considered.

14. Termination

Either Party may terminate this Agreement with written notice.

  • Termination by the Client will take effect immediately

  • Upon termination, all Confidentiality and Intellectual Property obligations survive

  • No refunds will be issued for termination after intake form submission

  • Client may request interim findings if termination occurs before roadmap completion

15. Acceptance

By submitting the form below, the Client agrees to the terms of this Agreement.