Eligibility and Compliance Gate Checklist: the annual status calendar and the stop record (free sample)

Using my SAM.gov record and certification letters: [PASTE], fill in the annual status calendar from the sample. Quote the date source for each row and mark any date you can't confirm as Unknown.

The calendar and stop record are in the file.

# Eligibility and Compliance Gate Checklist (free sample)
*By PaperChaseWebb Inc. · 2026-11-01*

The annual status calendar (the renewals and recertifications that quietly expire) and the compliance stop record. The full checklist adds all eight gates with checkboxes and sources, the limitations on subcontracting calculator and the joint venture checks.

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# Annual Status Calendar

Statuses tend to lapse quietly. Put each of these on a calendar with a 60-day reminder.

| Item | Cycle | Source |
|---|---|---|
| SAM registration renewal | Every 365 days | SAM.gov; FAR 4.1102 |
| Size certification in SAM | At least annually | 13 CFR 121.110 |
| VetCert recertification | Every 3 years | 13 CFR 128.306 |
| Report material changes to SBA | Within 30 days of the change | 13 CFR 128.307 |
| Re-run size calculation | After each fiscal year closes | 13 CFR 121.104, 121.106 |

## Material-change triggers (report them)
- A change in who owns or controls the firm
- A new highest officer
- Mergers, acquisitions, or new affiliates

**Next review date:** ____________

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# Compliance Stop Record

Use this whenever a gate stops a bid. Kept over time, these records become your fix-it list.

**Notice ID / title:** ______________
**Date:** ______________
**Gate(s) failed:** ☐ G1 ☐ G2 ☐ G3 ☐ G4 ☐ G5 ☐ G6 ☐ G7 ☐ G8
**Rule cited (section + URL):** ______________
**What we found (facts only):** ____________