SASLO — START HERE (your execution packet)

Shane — this is your do-it packet. Everything is pre-filled with what we already have. Your job is to sign one document, gather three files, and transcribe two pre-made worksheets into government websites. Work top to bottom. Anything in [brackets] is a value only you have.

Total active time: ~2–3 hours of your effort spread over ~2–3 weeks (most of the calendar time is government processing, not you). Total cost: $0. Every step is a free official .gov site. Never pay a third party.

The order of operations (do them in this order — each unlocks the next)

That's the whole thing. SASLO ends up SAM-registered with a UEI and certified SDVOSB.

What I need back from you (send to Aria/Ian as you go)

• Signed Operating Agreement (PDF)
• Articles of Organization (PDF from WI DFI)
• DD‑214 (PDF)
• VA disability rating letter (PDF)
• EIN notice (CP‑575) or confirmation the name/number match (so SAM.gov doesn't bounce — see worksheet)
• Once you have them: your UEI and CAGE code from SAM.gov
• The DBAs you want listed (you mentioned a couple) + the rest of your keynote titles

Hand me those and I keep everything filed and current for you.

Quick glossary (so nothing is a mystery)

• UEI — Unique Entity ID. A 12‑character federal ID, free from SAM.gov. It replaced the old "DUNS number" — there is no DUNS step anymore.
• SAM.gov — System for Award Management. The master federal registry; you must be here (and "Active") to hold federal credentials or get awards.
• CAGE code — a 5‑character code SAM.gov assigns you automatically. You don't apply for it separately.
• SDVOSB — Service‑Disabled Veteran‑Owned Small Business. The certification (free, via the SBA) that gives SASLO access to veteran set‑aside contracts (5% of all federal contract dollars).
• VetCert / certify.sba.gov — the SBA portal where SDVOSB is now certified (it moved from the VA to the SBA in 2023).
• NAICS — the codes that say what SASLO does. Yours: 541611 (Management Consulting) + 611430 (Professional & Management Development Training).
• MPIN — a self‑chosen password‑like number you create in SAM.gov; it doubles as your e‑signature there. Pick one and keep it.

The one thing to flag to your attorney

The Operating Agreement is SDVOSB‑tuned, but raise this: SBA's rules presume a veteran controls the company only if he can work in it during normal hours — and you also run Brothers Composites. It's not disqualifying (you own and run SASLO; consulting is flexible), but be ready to show SASLO is genuinely yours to run. Details in the agreement's tuning notes.

Shane — Master Action Tracker (SASLO + Brothers, one place)

Shane, this is your single source of truth across both companies. If you only look at one file, look at this one. Top section = what to do right now; everything below is queued or just for reference. As you finish things, tell Aria and she keeps it current.

Last updated: 2026-06-03

🔴 DO NOW — SASLO clean-room (this is the active push)

Full packet: ~/clients/saslo/EXECUTION_PACKET/ — but here's the short list.

1. [ ] Operating Agreement — 30-min attorney glance (note the Brothers-control flag), fill the brackets, sign → save PDF. (Draft: saslo/06_OPERATING_AGREEMENT_DRAFT.md)
2. [ ] Pull 3 documents → save as PDFs:
   • Articles of Organization — wdfi.org corp search → order copy
   • DD-214 — milConnect (use the "Member-4" copy if you have it; redact your full SSN before uploading anywhere)
   • VA disability rating letter — VA.gov → claim letters
   • Confirm EIN/CP-575 name = "SASLO LLC" exactly (or get a free 147C from IRS: 800-829-4933)
3. [ ] SAM.gov registration — transcribe the pre-filled worksheet → get your UEI + CAGE. (7–10 business days to Active)
4. [ ] SDVOSB / VetCert — after SAM is Active, transcribe the worksheet + upload the docs. (~12 days)
5. [ ] Name your DBAs (you wanted a couple) → $15 each at WI DFI. (Steps: EXECUTION_PACKET/05_…)

Send back to Aria as you go: the 4 signed/pulled PDFs, your UEI + CAGE, the DBA names, and your bio confirmations (below).

🟡 QUICK WINS — speaking business (whenever you have 20 min)

• Pick a bio voice + confirm what's public about your service. (3 drafts: saslo/08_SHANE_BIO_DRAFTS.md)
• Send a headshot + 1–2 testimonials → unlocks the speaker one-sheet (saslo/07_…)
• Confirm the 4 talk descriptions + name any other talks

🟢 QUEUED — Brothers Composites (starts after SASLO is rolling)

You wanted SASLO first to learn the moves before risking the Brothers EIN — that's the plan. When SASLO's registration is done, we run the same SAM.gov flow for Brothers, plus the heavy compliance.

• Brothers Call-1 inputs (A–F sheet already emailed) — the legal/people/defense/shop/IT/budget answers
• Name a US-citizen ITAR Empowered Official / FSO for Brothers
• Then: Brothers SAM.gov + the AS9100D / CMMC L2 / ITAR program (its own track — SASLO doesn't shortcut it)

• ⏰ Brothers hard deadline: CMMC Phase 2 — 2026-11-10

🗓️ Compliance clocks (so nothing lapses — Aria tracks these)

Where everything lives

• SASLO lane: ~/clients/saslo/ (README indexes it; execution packet in EXECUTION_PACKET/)
• Brothers lane: ~/clients/brothers-composites/
• This tracker: ~/clients/SHANE_MASTER_ACTIONS.md

SASLO LLC — Operating Agreement (DRAFT for attorney review)

⚠️ READ THIS FIRST. This is a working draft Aria prepared from the confirmed SASLO facts, written to satisfy the SBA SDVOSB ownership-and-control standard (13 CFR Part 128). It is not legal advice and is not a filed/executed document. Have a Wisconsin business attorney (ideally one familiar with SDVOSB/VetCert) review and adapt it before signing. Replace every [BRACKET] with the real value. See the SDVOSB tuning notes at the end — one of them (Shane's role at Brothers Composites) is a genuine review item, not boilerplate.

OPERATING AGREEMENT OF SASLO LLC

A Wisconsin Single-Member Limited Liability Company

Effective Date: [EFFECTIVE DATE — e.g., date of signing this restatement] Entity: SASLO LLC, a Wisconsin limited liability company (EIN 84-4224027), formed January 9, 2020. Principal Office: W3041 County Road G, Cedar Grove, WI 53013 Registered Agent / Office: [REGISTERED AGENT NAME / ADDRESS as on file with the WI Dept. of Financial Institutions] Sole Member & Manager: Shane Anderson

This Operating Agreement (the "Agreement") is adopted by Shane Anderson (the "Member"), as the sole member of SASLO LLC (the "Company"), and governs the Company under the Wisconsin Limited Liability Company Law (Wis. Stat. ch. 183), as amended (the "Act").

Article 1 — Formation

1.1 Formation. The Company was organized as a limited liability company by filing Articles of Organization with the Wisconsin Department of Financial Institutions, effective January 9, 2020. This Agreement restates and governs the Company's operation as of the Effective Date. 1.2 Name. The name of the Company is SASLO LLC. 1.3 Principal office. The principal office is at the address above, or such other place as the Member determines. 1.4 Registered agent. The Company's registered agent and office are as stated above (or as updated in the Company's filings). 1.5 Term. The Company's existence is perpetual unless dissolved under Article 8 or the Act.

Article 2 — Purpose

2.1 Purpose. The Company may engage in any lawful business. Its primary activities are management and leadership consulting, coaching, professional and management development training, and keynote speaking (NAICS 541611 and 611430). 2.2 Powers. The Company has all powers available to a limited liability company under the Act, exercisable by the Member as Manager.

Article 3 — Member; Ownership

3.1 Sole Member. Shane Anderson is the sole Member of the Company and owns one hundred percent (100%) of the membership interest. No other person holds, or has any right to acquire, any membership interest, economic interest, or voting interest except as expressly provided in this Agreement. 3.2 Direct and unconditional ownership. The Member's ownership is direct and unconditional. No membership interest is held through any trust, holding company, escrow, proxy, voting agreement, option, lien, or other arrangement that conditions, limits, encumbers, or could divest the Member's ownership or control, except restrictions arising solely under generally applicable commercial financing entered into at arm's length. 3.3 Capital contributions. The Member's contributions are reflected in the Company's books. The Member is not obligated to make additional contributions. 3.4 Capital account; distributions; allocations. Because the Company has a single Member, all profits, losses, and distributions are allocated and distributed to the Member. Distributions are made at the times and amounts the Member determines, subject to the Act's solvency limits.

Article 4 — Management and Control

This Article is the heart of the SDVOSB control standard. Keep its substance intact.

4.1 Member-managed; sole Manager. The Company is member-managed. The Member, Shane Anderson, is the sole Manager and holds the highest officer position of the Company (Managing Member). There are no other managers, officers, or governing persons. 4.2 Full and exclusive control. The Member has full, exclusive, and unconditional authority and control over both the long-term decision-making and the day-to-day management and operations of the Company, including without limitation: contracting and bidding; pricing; hiring and firing; financial and banking decisions; strategic direction; and execution of all Company documents. No action of the Company requires the approval, consent, or participation of any non-veteran or any other person. 4.3 No restrictions on the Member's control. There are no quorum, supermajority, unanimous-consent, veto, negative-control, or third-party-consent requirements that restrict the Member's ability to control the Company or make ordinary-course or strategic decisions. (Any future provision requiring consent of another person for extraordinary actions — such as dissolution or admitting a new member — must be drafted narrowly so as not to impair the service-disabled veteran's control of the Company.) 4.4 Highest compensation. If the Company compensates its managers/officers, the Member, as the service-disabled-veteran owner, is entitled to the highest level of such compensation unless the Member voluntarily elects otherwise in writing for legitimate business reasons. 4.5 Managerial authority and experience. The Member possesses the managerial experience needed to run the Company and personally conducts its management.

Article 5 — Service-Disabled Veteran Ownership & Control Representations

Added specifically for the SBA VetCert (SDVOSB) review. These restate Articles 3–4 in the certification's own terms.

5.1 The Member is a veteran with a service-connected disability as determined by the U.S. Department of Veterans Affairs. 5.2 The Member directly and unconditionally owns 100% of the Company and controls both its long-term decision-making and day-to-day management and operations. 5.3 The Member holds the highest officer position in the Company and is the only person with managerial authority. 5.4 No other individual or entity controls or has the power to control the Company, and no arrangement exists that would cause the Company to fail the SDVOSB ownership or control requirements of 13 CFR Part 128. 5.5 The Company will maintain its records and this Agreement so as to evidence continued SDVOSB eligibility, and the Member will not enter any agreement inconsistent with Sections 5.1–5.4 without first confirming continued eligibility.

Article 6 — Transfers; Additional Members

6.1 Restriction on transfer. The Member may transfer all or part of the membership interest, provided that any transfer is structured to preserve the Company's intended ownership and (where applicable) its SDVOSB eligibility. A transfer that would cause the service-disabled veteran to own less than the required interest, or to lose control, should not be made while SDVOSB status is relied upon, without counsel. 6.2 Admission of members. A new member may be admitted only by the written consent of the Member. Upon admission of a second member, this single-member Agreement must be amended/restated as a multi-member agreement, with attention to any SDVOSB-control implications.

Article 7 — Liability; Indemnification

7.1 Limited liability. The Member is not personally liable for the Company's debts or obligations solely by reason of being a member or manager, except as required by law. 7.2 Indemnification. The Company shall indemnify the Member, to the fullest extent permitted by the Act, against liabilities incurred in the good-faith conduct of Company business. 7.3 Separateness. The Member shall maintain the Company as a separate entity — separate bank account, books, and records — and shall not commingle Company and personal funds.

Article 8 — Dissolution

8.1 The Company dissolves upon the Member's written election, or as required by the Act. On dissolution, the Company's assets are applied first to creditors, then to the Member.

Article 9 — General

9.1 Governing law. This Agreement is governed by Wisconsin law (Wis. Stat. ch. 183). 9.2 Amendment. This Agreement may be amended only in a writing signed by the Member. 9.3 Entire agreement. This Agreement is the entire agreement regarding the Company's operation and supersedes prior understandings. 9.4 Severability. If any provision is unenforceable, the remainder stays in effect.

Signature

The undersigned, being the sole Member of SASLO LLC, adopts this Operating Agreement as of the Effective Date.

MEMBER / SOLE MANAGER

Shane Anderson, Sole Member & Managing Member SASLO LLC Date: ______________________

(Notarization is not required by Wisconsin law for an operating agreement but a notary block can be added if a counterparty or lender requests one.)

SDVOSB tuning notes (for Shane + attorney — delete before filing)

1. Control vs. Brothers Composites — the real review item. SBA's control rules (13 CFR 128.203) create a rebuttable presumption that a service-disabled veteran does not control the firm if they cannot work in it during normal working hours — e.g., because of full-time employment elsewhere. Shane also serves as acting Quality Manager/Compliance Officer at Brothers Composites. This is not automatically disqualifying (Shane owns and runs SASLO; consulting/speaking is often flexible-hours), but the application should be ready to show Shane controls SASLO and that his Brothers role doesn't prevent it. Flag this for the attorney and be prepared to address it in the VetCert application.
2. Direct, unconditional ownership (Art. 3.2) — confirm there are no liens, pledges, or investor side-agreements on the membership interest. Any would need review.
3. No negative control (Art. 4.3) — if Shane later brings in financing or a partner, keep any consent rights narrow (extraordinary actions only) so they don't impair SDVOSB control.
4. Highest officer position + compensation (Art. 4.1, 4.4) — kept explicit because SBA looks for both.
5. Match the filings — registered agent, principal office, and the member's name must match what's on file with the WI DFI and the EIN/CP-575. Fix any "Jane vs. Shane" discrepancy at the source before filing.
6. DBAs — if Shane runs other trade names under SASLO, list them; confirm each is properly registered in WI. They don't change ownership but the certification should know the trade names in use.

01 — Gather these documents

You need 4 documents for the SAM.gov registration and the SDVOSB application. One you sign (the Operating Agreement); three you pull. Here's exactly where to get each.

① Operating Agreement — SIGN

• Already drafted: 06_OPERATING_AGREEMENT_DRAFT.md.
• Have your attorney glance at it (especially the "control vs. Brothers" note), fill the [brackets] (effective date, registered agent), then sign as Sole Member & Managing Member.
• Save the signed version as a PDF.

② Articles of Organization — PULL from Wisconsin DFI (free, online)

SASLO was filed 2020‑01‑09, so this already exists — you just need a copy.

1. Go to https://www.wdfi.org/apps/corpsearch/search.aspx
2. Search SASLO (leave off "LLC"). Click the SASLO LLC record.
3. You'll see the entity ID, status, registered agent, and filing history.
4. Use the Online Order System link to order a copy of the charter document (Articles of Organization). A plain copy is usually free/low‑cost to view/print; a certified copy has a small fee (you likely only need a plain copy).
5. Save as PDF. While you're there, confirm the registered agent + principal office match what's in the Operating Agreement — fix any mismatch at the source.

③ DD‑214 — PULL from milConnect (free)

If you already have a PDF of your DD‑214, skip this.

1. Go to https://milconnect.dmdc.osd.mil and sign in (Premium DS Logon — upgrade if needed).
2. Correspondence/Documentation → Defense Personnel Records Information (DPRIS) → Personnel File tab.
3. Check DD Form 214 – Certificate of Release or Discharge from Active Duty → request.
4. Processing is usually 3–10 business days. Save the PDF.
   • (Alt: https://www.va.gov/records/get-military-service-records/ or the National Archives if milConnect doesn't have it.)

④ VA disability rating letter — DOWNLOAD from VA.gov (free, instant)

This proves the service‑connected disability — the heart of SDVOSB.

1. Go to https://www.va.gov and sign in.
2. Disability → Check your claim or appeal status → open your closed/decided claim → View details → "Get your claim letters" → download the rating decision letter PDF.
   • Or https://www.va.gov/records/download-va-letters/ → download the Benefit Summary / disability rating letter.
3. Save the PDF. (Any service‑connected rating qualifies for SDVOSB — yours is 100%, so this is a strong proof.)

Also have handy (not always required, but smooths things)

• EIN notice (CP‑575) — the IRS letter assigning EIN 84‑4224027. You were pulling this on the call; confirm the name on it is exactly "SASLO LLC" (SAM.gov will reject if the legal name + EIN don't match IRS records). If you can't find it, call the IRS Business & Specialty line at 800‑829‑4933 and ask for a 147C letter (free).
• Most recent business tax return (the SBA may ask).
• Any business license/insurance for the consulting work (optional).

Checklist

• Operating Agreement — signed PDF
• Articles of Organization — PDF from WI DFI
• DD‑214 — PDF
• VA disability rating letter — PDF
• EIN/CP‑575 — name/number confirmed matches IRS

Once these 4 (+EIN check) are in hand, go to 02_SAMGOV_WORKSHEET.md.

02 — SAM.gov Registration Worksheet (pre-filled)

Go to https://sam.gov → "Get Started" → Register Entity, sign in with Login.gov, and start a new entity registration. Below is every value SAM.gov will ask for, already filled where we know it. Just transcribe. [brackets] = you supply. ⚠️ = the spots people get wrong.

Before you start: have the EIN/CP‑575 in front of you. The #1 cause of a failed SAM.gov registration is the legal name + EIN not matching IRS records exactly. Use the name precisely as the IRS has it.

Step A — Entity validation

→ SAM validates the entity. If it can't auto‑match, upload the Articles of Organization to validate. Your UEI is issued here. Write it down: UEI = ____________

Step B — Core entity data

Step C — Goods & services

Step D — Socio‑economic / self‑certifications

Step E — Reps & Certifications (FAR/DFARS)

• Answer the questionnaire honestly. For a solo consultant the defaults are simple.
• Section 889 (no prohibited Chinese telecom/video equipment): certify compliant — true for SASLO. ⚠️ don't skip this; it's required.
• Small‑business representations: Yes, based on the size data above.

Step F — Financial information (you enter directly — never share with anyone)

🔒 This is the only sensitive part. Enter it yourself, directly on sam.gov. Do not send your bank details to Ian, Aria, or anyone.

Step G — Points of Contact

Step H — Submit

• Review → submit. Approval takes ~7–10 business days (longer if validation errors).
• When it's Active, record: CAGE = ______ and Registration Active date = ______ (renewal due 365 days later).

➡️ Once SAM.gov is Active, go to 03_VETCERT_WORKSHEET.md.

03 — SDVOSB (SBA VetCert) Application Worksheet (pre-filled)

Do this only after SAM.gov shows "Active" (VetCert pulls your entity from SAM). Apply free at https://veterans.certify.sba.gov (a.k.a. certify.sba.gov). Sign in with Login.gov. Below is the data, pre‑filled, plus the exact documents to upload.

Free. The SBA charges nothing. Average decision time right now is ~12 days.

Application data

Documents to upload

• DD‑214 (proof of service + character of discharge)
• VA disability rating letter (service‑connected disability)
• Articles of Organization (WI DFI)
• Signed Operating Agreement (shows 100% ownership + sole control — this is the document the reviewer reads for "control")
• (If asked) most recent business tax return / financial statement
• (If asked) membership ledger / member resolution — your Operating Agreement already establishes this

Attestations you'll make (all true for SASLO)

• You directly and unconditionally own ≥51% (you own 100%).
• You control both long‑term decisions and daily operations.
• You hold the highest officer position.
• No other person/entity controls the company.

The one question to be ready for (control vs. Brothers)

The SBA may note you're also active at Brothers Composites and ask whether you can control SASLO during normal business hours. Be ready to answer: SASLO is your solely‑owned consulting/speaking business that you personally run; consulting/keynote work is schedule‑flexible; no one else has authority over SASLO. (If they want it in writing, a short statement to this effect — Aria can draft it.)

After you submit

• Respond fast to any SBA request for more docs (that's what stretches timelines).
• On approval: record SDVOSB certified date = ______ and the recertification date (managed in MySBA Certifications). Send both to Aria so we keep the renewal clock.

🎉 When this clears, SASLO is: SAM‑registered with a UEI + CAGE, and a certified SDVOSB — a real federal contracting vehicle, and the clean‑room run you wanted before touching the Brothers EIN.

05 — DBA / Trade Name Registration (Wisconsin)

You mentioned wanting "a couple of DBAs to run my other companies" under SASLO. In Wisconsin a DBA is officially a Trade Name, registered with the WI Department of Financial Institutions (DFI). Here's the whole process — it's quick and cheap.

Cost: $15 per trade name · Term: 10 years (renewable) · Where: WI DFI

First: name the DBAs

List the trade names you want SASLO to operate under. (These are just public-facing names — ownership stays 100% SASLO LLC.)

• DBA #1: [trade name] — used for: [what / which line of business]
• DBA #2: [trade name] — used for: [what]
• (add more as needed — each is a separate $15 filing)

Tip: keep them clearly tied to your consulting/speaking work so they stay consistent with SASLO's NAICS and SDVOSB profile. A DBA doesn't create a new company — it's SASLO wearing a different name.

Step 1 — Check the name is available

1. Search https://www.wdfi.org/apps/corpsearch/search.aspx (Corporate Records) — make sure the name isn't already a registered entity.
2. Then run a Trademark Search on DFI to confirm it isn't already a registered trade name.
   • Note: registering a trade name gives public notice but does not stop others from using it. If a name is important to protect, ask the attorney about a trademark.

Step 2 — File the Trade Name Registration

1. Complete the Trade Name Registration application with WI DFI (online account, or paper).
2. If filing the paper/upload route: print → get it notarized → scan → upload the PDF to your DFI online account. (Or file fully online / walk it into the DFI office.)
3. Pay the $15 fee (per name).
4. Save the confirmation PDF.

Step 3 — Record it

• Note each registered trade name + its registration date here, and send to Aria so we keep them filed:
  • [DBA #1] — registered ______
  • [DBA #2] — registered ______
• Renewal is every 10 years — we'll track it with your other clocks.

How DBAs interact with the federal stuff

• SAM.gov: you can list trade names as "Doing Business As" names on SASLO's registration — they don't change the legal entity (still SASLO LLC, EIN 84-4224027).
• SDVOSB: DBAs don't affect eligibility (ownership/control is unchanged); just make sure the certification knows the trade names in use.
• Keep it clean: a DBA is fine for branding a service line; it is not a way to run a different kind of business (e.g., manufacturing) under SASLO — keep carbon fiber with Brothers.

Checklist

• Decide the trade name(s)
• Availability check (Corporate Records + Trademark search)
• File + notarize + pay $15 each
• Record registration dates → send to Aria
• Add the DBAs to SASLO's SAM.gov record (optional)

Source (verified 2026-06-03): WI trade name = DFI registration, $15, notarized, 10-yr term — WI DFI, FindLaw WI DBA.

04 — Statement of Control (DRAFT — optional supporting doc)

Pre-drafted so you have it ready if the SBA asks about your role at Brothers Composites during the VetCert review. You don't have to submit it unless asked — but having it in hand means no scramble. Edit the [brackets], then sign. Not legal advice; your attorney can adjust.

STATEMENT OF OWNERSHIP AND CONTROL — SASLO LLC

I, Shane Anderson, declare the following regarding SASLO LLC (EIN 84-4224027), in support of its Service-Disabled Veteran-Owned Small Business certification:

1. I am the sole member and sole manager of SASLO LLC and own 100% of its membership interest, directly and unconditionally.

2. I personally control both the long-term strategic direction and the day-to-day operations of SASLO LLC. No other person or entity has the authority to direct, approve, or veto the company's decisions.

3. SASLO LLC operates as a consulting, coaching, professional-development, and keynote-speaking business. This work is performed on a flexible, engagement-based schedule that I set, and I am able to manage the company during normal business hours.

4. My separate role at Brothers Composites does not limit, condition, or impair my ability to control and operate SASLO LLC. The two companies are distinct entities; I am the only person with managerial authority over SASLO LLC, and my availability to run it is unaffected.

5. There are no agreements, employment arrangements, or obligations that prevent me from controlling SASLO LLC consistent with 13 CFR Part 128.

I declare the foregoing is true and correct.

Shane Anderson, Sole Member & Managing Member, SASLO LLC Date: ______________________

Use only if the SBA raises the outside-employment/control question (see the VetCert worksheet). Keep it on file regardless.

00 — SASLO Overview

The entity (confirmed on the 2026-06-02 call)

• Legal name: SASLO LLC
• EIN: 844224027
• Formation date: 2020-01-09 (filed in Wisconsin)
• Structure: single-member LLC — Shane Anderson, sole member & manager
• Principal address: W3041 County Road G, Cedar Grove, WI 53013
• Revenue band: under 200k–250k/yr → small business (well under every relevant SBA size standard)
• Lines of business: mindset & leadership consulting, coaching, professional/management development, keynote speaking
• NAICS (chosen on the call): 541611 Management Consulting Services (primary) · 611430 Professional & Management Development Training
• Owner status: 100% service-disabled veteran (Wisconsin); Shane has DA/VA documentation of the rating

Note from the call: Aria mis-heard "Shane" as "Jane" once and corrected it — the sole manager is Shane Anderson (S-H-A-N-E). Confirm the operating agreement reads the same before any filing.

The owner

Shane Anderson — former Navy SEAL, professional keynote speaker / mindset coach, and Ian's cousin. Same person driving the Brothers Composites compliance engagement. He is the sole owner & manager of SASLO (this matters — it's what makes SASLO cleanly SDVOSB-eligible, unlike Brothers).

Why SASLO first — the clean-room strategy

Shane deliberately chose to stand up SASLO before Brothers:

1. Lower stakes. A solo consulting LLC has no employees, no CUI, no aerospace quality system. If something in the registration process goes sideways, it's on SASLO, not on the Brothers EIN that the family's defense future depends on.
2. Learn the moves. The federal-registration mechanics (entity validation → UEI → SAM.gov → certifications) are the same shape for any entity. Running them on SASLO trains Shane as a compliance officer on easy mode.
3. It's also real. SASLO isn't only a sandbox — once SDVOSB-certified it's a legitimate contracting vehicle with access to the 5% federal SDVOSB set-aside.

How it relates to Brothers Composites (Lane B)

Key honest point: the SDVOSB certification attaches to SASLO and cannot be ported to Brothers (Brothers isn't majority-owned/controlled by a single service-disabled veteran). What transfers to Brothers is the process knowledge and Shane's training — see 05_CLEANROOM_TO_BROTHERS_MAP.md.

What SASLO does NOT need (keep it clean)

• ❌ AS9100 / ITAR — those are manufacturing/defense-article concerns; SASLO makes none.
• ❌ CMMC / NIST 800-171 — only triggers if SASLO takes a federal contract that has it handle CUI. A coaching/keynote contract normally won't. Don't pre-build a cyber program for a speaking business; revisit only if a specific CUI-bearing contract appears.
• ✅ What it does need: a clean operating agreement, a UEI + SAM.gov registration, SDVOSB certification, and the keynote content assets.

01 — Federal Registration Playbook (the clean-room run)

This is the hand-holding doc. Do the steps in order; each says what to do, where, and what you get out of it. Everything here is free through official .gov sites — never pay a third party to do what SAM.gov and certify.sba.gov do for free.

The sequence (and why this order)

Step 0  Operating agreement clean   →  proves Shane owns+controls SASLO (needed by both UEI validation & SDVOSB)
Step 1  Entity validation @ SAM.gov →  matches SASLO's legal name + address to records
Step 2  UEI (Unique Entity ID)      →  the 12-digit federal ID (this REPLACED the old DUNS number)
Step 3  Full SAM.gov registration   →  makes SASLO able to receive federal awards (prereq for SDVOSB)
Step 4  SDVOSB certification @ SBA  →  the set-aside credential (Shane's veteran status = the unlock)

Each step feeds the next. You can stop after Step 2 if you only want the ID, but SDVOSB (Step 4) requires an active SAM.gov registration, so for SASLO we go all the way.

⚠️ One correction up front: it's UEI, not DUNS

On the call we said "EIN, DUNS, all that." The DUNS number was retired on 2022-04-04 and replaced by the Unique Entity ID (UEI) — a 12-character ID issued directly inside SAM.gov, free. There is no Dun & Bradstreet step anymore. If anyone asks SASLO for a DUNS, give them the UEI.

Step 0 — Get the operating agreement clean (do first, offline)

Before any federal site, make sure SASLO's operating agreement plainly states:

• Shane Anderson is the sole member (100% owner) and sole manager, and
• Shane controls day-to-day operations and long-term decisions.

Why: both the SAM.gov entity validation and (especially) the SDVOSB review look at org docs to confirm ownership + control. A clean one-pager here prevents the most common rejections later. (Aria can draft/clean this from the facts in file 00.)

Step 1 — Entity validation (SAM.gov)

• Go to sam.gov → "Get Started" / Entity Registration.
• Enter SASLO's exact legal name + physical address (must match state formation records — W3041 County Road G, Cedar Grove, WI 53013).
• If the name/address doesn't auto-match, you submit documentation (e.g., the WI articles of organization) to validate. This is the step that most often stalls — having the formation doc handy clears it.
• Output: a validated entity record.

Step 2 — Get the UEI

• The UEI is assigned during the registration workflow — it appears in your entity record before the registration is fully "Active." You do not have to finish the whole registration to see/obtain the UEI.
• If you ever want just the ID (not full registration), SAM.gov has a "Get a UEI only" path. For SASLO we keep going to full registration.
• Output: SASLO's 12-digit UEI. Record it in 03_INPUTS_NEEDED.md.

Step 3 — Complete the SAM.gov registration

• Finish the entity registration: business info, NAICS codes (541611 + 611430), size/socioeconomic questions, a CAGE code (auto-assigned to new registrants), banking for federal payment (Shane enters this directly — never share it with us), and the required reps & certifications.
• Section 889 representation appears here too (you'll certify SASLO doesn't use prohibited Chinese telecom/video gear — trivially true for a solo consultant; just answer it honestly).
• Timeline: typically 7–10 business days to reach Active (longer if validation errors).
• Renewal: registration expires every 365 days — set a renewal reminder. The UEI itself never expires; the registration does.
• Output: SASLO is "Active" in SAM.gov and can receive federal awards.

Step 4 — SDVOSB certification (SBA VetCert)

Full detail in 02_SDVOSB_CERTIFICATION_GUIDE.md. Short version:

• Apply free at certify.sba.gov (Veteran Small Business Certification / "VetCert").
• Requires the active SAM.gov registration from Step 3.
• Shane's 100% service-connected disability + sole ownership/control makes SASLO a strong, clean approval.
• Timeline: averaging ~12 days as of late 2025 (backlog cleared).
• Output: SASLO is a certified SDVOSB → eligible for the 5% federal set-aside.

What Shane needs in hand before he starts

See the checklist in 03_INPUTS_NEEDED.md. The big ones: WI articles of organization, clean operating agreement, DD-214, and the VA disability rating letter.

Sources (verified 2026-06-03)

• UEI replaced DUNS (2022-04-04), free, issued in SAM.gov; 7–10 business-day registration; annual renewal — SAM.gov entity registration, EXIM UEI overview, FEMA UEI/SAM
• SDVOSB via SBA VetCert (see file 02 for citations) — veterans.certify.sba.gov

02 — SDVOSB Certification Guide (SBA VetCert)

SDVOSB = Service-Disabled Veteran-Owned Small Business. It's the credential that gives SASLO access to veteran set-aside contracts. As of recent rule changes it is mandatory — you must be SBA-certified (self-certification no longer counts toward agency goals as of 2024-12-22).

Where it's run (this changed — get it right)

Certification moved from the VA's CVE to the SBA's VetCert program on 2023-01-01. Apply only at the official SBA portal: certify.sba.gov (a.k.a. veterans.certify.sba.gov). It is free — the SBA charges no fee. Renewals run through MySBA Certifications (live since 2025-11-01).

Does Shane/SASLO qualify? (Yes — strong fit)

Bottom line: SASLO is about as clean an SDVOSB case as exists — single service-disabled-veteran owner, total control, tiny revenue. The only prerequisite to handle is the SAM.gov registration.

Documents to gather (start pulling these now)

Core (almost certainly required):

• DD Form 214 (proof of service + character of discharge)
• VA disability rating letter (the "DA documents" Shane mentioned — confirms service-connected disability)
• Articles of Organization (WI, SASLO LLC)
• Operating Agreement (must show Shane = sole member/manager with control — see Playbook Step 0)

May be requested during review:

• Ownership ledger / membership certificate / member resolutions
• Recent tax returns and/or financial statements
• Any business licenses, permits, insurance tied to consulting

The process

1. Finish SAM.gov registration (Active status) — prerequisite.
2. Create/login at certify.sba.gov, start the VetCert application for SASLO.
3. Upload the documents above; attest to ownership/control.
4. SBA reviews (may request more docs — respond fast).
5. Decision. Current average processing ~12 days (down from 60–90 days in 2024 after the backlog cleared late 2025).
6. Maintain: re-certify on the SBA's cycle via MySBA Certifications; keep SAM.gov active (annual).

Why it's worth it (the upside)

• At least 5% of all federal contracting dollars are set aside for certified SDVOSBs (raised from 3% by the FY2024 NDAA) — a >$31B/yr pool.
• Eligibility for sole-source and set-aside SDVOSB awards.
• A credibility marker for the consulting/coaching work generally.

Honest caveats

• The SDVOSB benefit is SASLO's alone — it rides on Shane's veteran status + sole control. It does not extend to Brothers Composites (different ownership). See 05_CLEANROOM_TO_BROTHERS_MAP.md.
• Shane said he wants the certification but not SBA funding/loans — fine; SDVOSB cert and SBA lending are separate. We pursue the cert only.

Sources (verified 2026-06-03)

• SBA VetCert program, eligibility, free application, any-rating (even 0%), DD-214 + VA letter, mandatory since 2024-12-22, ~12-day processing, renewal in MySBA — SBA VetCert portal, SBA veteran contracting, 13 CFR Part 128, SBA eliminates self-cert (NASBP), MySBA renewal memo

03 — Inputs Needed (SASLO profile)

What's locked vs. what Shane still needs to provide/confirm to finish the registration + SDVOSB run. Fill the <<NEED>> items and the whole Playbook (file 01) can execute.

✅ Confirmed (from the 2026-06-02 call)

• Legal name: SASLO LLC
• EIN: 844224027
• Formation date: 2020-01-09 (WI)
• Owner/manager: Shane Anderson, sole member & manager (correct the one "Jane" mis-hear everywhere)
• Address: W3041 County Road G, Cedar Grove, WI 53013
• NAICS: 541611 (Mgmt Consulting) + 611430 (Professional & Mgmt Development Training)
• Revenue band: under $250k/yr (under $200k pre-contract) → small business
• Veteran status: 100% service-disabled (WI)
• Decisions: pursue SDVOSB cert = yes; SBA funding/loans = no

⏳ Still needed (the gating items)

Documents to pull:

• WI Articles of Organization (for SAM.gov entity validation) — <<NEED file>>
• Operating Agreement showing Shane = sole member/manager with control — ✅ drafted → 06_OPERATING_AGREEMENT_DRAFT.md. Next: attorney review (note the Brothers-control flag) → Shane signs → file with the other docs.
• DD-214 — <<NEED file>>
• VA disability rating letter (the "DA documents") — <<NEED file>>
• EIN assignment notice (CP-575) date confirmation — Shane was pulling it on the call; confirms the EIN/year — <<NEED — confirm matches 2020-01-09 entity, EIN 844224027>>

Decisions to make:

• DBAs — Shane mentioned wanting "a couple of DBAs to run my other companies" under SASLO. Which ones, and are they WI-registered? — <<NEED — list + confirm filed>>
• Business bank account for federal payment — Shane enters directly in SAM.gov; never share with us. Can wait until Step 3. — <<Shane only>>
• SDVOSB timing — Shane said "now" (vs. wait for a contract). Proceed as soon as SAM.gov is Active. — ✅ decided

Outputs to capture as we go (record here)

• UEI (from SAM.gov Step 2) — <<NEED — record once issued>>
• CAGE code (auto-assigned in SAM.gov) — <<NEED — record once issued>>
• SAM.gov registration Active date + renewal due (Active date + 365d) — <<NEED>>
• SDVOSB certified date + recertification cycle — <<NEED>>

Notes: this is a 15-minute collection pass. The document items (Articles, Operating Agreement, DD-214, VA letter) are the long poles — everything else is data entry once those are in hand.

05 — Clean-Room → Brothers De-Risk Map

The reason Shane is doing SASLO first: to de-risk the Brothers EIN by learning the federal-registration stack on a low-stakes entity. This file is honest about what actually transfers and what doesn't — so nobody assumes SASLO's wins automatically become Brothers' wins.

✅ What transfers (the real de-risk value)

❌ What does NOT transfer (don't assume it)

The strategic upside SASLO adds on its own

SASLO isn't only a sandbox — once certified it's a standalone SDVOSB contracting vehicle (5% federal set-aside, >$31B/yr pool). So even though the cert can't move to Brothers, it's a real asset:

• Shane could bid SDVOSB set-aside consulting/training work through SASLO.
• If Brothers ever wants veteran-preference exposure, the cleaner path is a deliberate ownership/teaming structure (e.g., a SASLO–Brothers teaming arrangement, or restructuring Brothers ownership) — a real decision to make later with counsel, not an accident of having SASLO. Flag for a future conversation; out of scope for the clean-room run.

Sequencing recommendation

1. Run SASLO all the way through SAM Active + SDVOSB (files 01–02). Small, fast, safe.
2. Then start the Brothers SAM.gov registration with Shane now experienced — folding into Brothers Lane B's Wave 2 (the intake call that fills the CUI enclave + registrations).
3. Keep the heavy Brothers compliance (AS9100/CMMC/ITAR) on its own track — SASLO doesn't shortcut it; it just makes Shane a sharper operator when he gets there.

08 — Shane Anderson Bio Drafts (3 voices)

Pick a voice (or mix). All are third-person (the standard for speaker bios / intros); a first-person variant for his website "About" is at the bottom. Everything in [brackets] is a fact only Shane can confirm — I deliberately did NOT invent service-record specifics. Confirm the items in the checklist at the end before anything goes public.

Voice A — "The Operator" (bold, direct; for founders, sales, high-performance teams)

Tagline: Forged where it counts. Calm where it matters.

Short (≈55 words):

Shane Anderson is a former U.S. Navy SEAL turned keynote speaker who teaches teams to perform when everything's on fire. He's lived the difference between pressure that breaks people and pressure that sharpens them — and he hands audiences the operating system to choose the second one. Founder of SASLO; 100% service-disabled veteran.

Long (≈150 words):

Shane Anderson did his hardest work where excuses don't survive — as a U.S. Navy SEAL. [years/teams/role — confirm what's public] That crucible taught him the thing most "leadership" never touches: how ordinary people stay clear, decisive, and human when the stakes and the chaos are real.

Today he brings that to stages and teams as a keynote speaker and mindset coach. His talks — Comfort in the Chaos, The Misconception of Mindset, Fail Forward Fast, and The Moral Compass — aren't motivation; they're mechanics: repeatable ways to lead under pressure, turn failure into speed, and make the right call when the easy one is wrong.

A 100% service-disabled veteran and founder of SASLO, Shane [mentors candidates preparing for special-operations selection — confirm] and works with [teams/clients — confirm]. He speaks the language of operators and executives alike, because he's had to be both.

Voice B — "The Storyteller" (warm, human, transformation arc; for leadership/culture keynotes)

Tagline: The calm isn't the absence of chaos. It's a skill.

Short (≈55 words):

Shane Anderson learned to find comfort in the chaos the hard way — as a U.S. Navy SEAL. Now he helps leaders and teams do the same: stay grounded under pressure, fail forward without shame, and lead from a steady moral center. Keynote speaker, mindset coach, and 100% service-disabled veteran.

Long (≈150 words):

Most people meet their breaking point and call it the end. Shane Anderson met his in [BUD/S / training — confirm] and learned it was the beginning — the place where character actually gets built.

A former U.S. Navy SEAL, Shane spent his career in environments where mindset wasn't a poster on the wall; it was the difference between finishing and quitting, between a good decision and a costly one. He turns those lessons into talks that move people: Comfort in the Chaos, The Misconception of Mindset, Fail Forward Fast, and The Moral Compass.

Audiences leave with more than inspiration — they leave with a way to operate: how to steady themselves when it counts, treat failure as navigation, and lead from their values when it's inconvenient. A 100% service-disabled veteran and founder of SASLO, Shane speaks [to audiences / industries — confirm] and [mentors the next generation of operators — confirm].

Voice C — "The Executive" (polished, credibility-forward; for corporate buyers / program books)

Tagline: Leadership lessons forged in special operations — built for the boardroom.

Short (≈55 words):

Shane Anderson is a keynote speaker, leadership advisor, and former U.S. Navy SEAL. He helps organizations build teams that perform under pressure, recover from setbacks faster, and make values-driven decisions in high-stakes environments. A 100% service-disabled veteran, he is the founder of SASLO [and an SDVOSB-certified consultancy — once cert lands].

Long (≈150 words):

Shane Anderson brings the discipline of special operations to the challenges of modern leadership. A former U.S. Navy SEAL [rank/years — confirm], he served in environments where preparation, composure, and integrity were not aspirations but requirements — and he now translates that experience for executives, managers, and high-performing teams.

Through his keynotes — Comfort in the Chaos, The Misconception of Mindset, Fail Forward Fast, and The Moral Compass — Shane equips organizations to lead through uncertainty, build resilient cultures, and sustain performance when conditions are anything but ideal. His approach is practical and framework-driven, giving audiences tools they can apply the next morning, not just a moment of motivation.

Shane is a 100% service-disabled veteran and the founder of SASLO LLC, a [Wisconsin-based] leadership-consulting and professional-development practice. He has [spoken for / advised — confirm clients, e.g., Ferrari] and [supports veteran transition / selection candidates — confirm].

First-person variant (for his website "About" / LinkedIn)

I'm Shane — former Navy SEAL, now a keynote speaker and coach. I teach teams to do the thing that's hard to teach: stay calm, clear, and decisive when everything's on fire. I learned it where excuses don't survive, and I've spent years turning it into something anyone can use. If your people need to lead under pressure, fail forward without losing momentum, and make the right call when it's costly — that's what I do. [one line on who you serve + a CTA]

✅ Confirm before publishing (so nothing's overstated)

• Service specifics you want public: years of service, rank, team(s)/units, deployments, awards — or "keep it general." (I left these bracketed on purpose.)
• Named clients/stages you can cite (you've mentioned Ferrari — OK to feature?)
• The selection-mentorship / early-morning community call — describe it how you want it framed
• Disability disclosure: are you comfortable stating "100% service-disabled veteran" publicly? (It's strong for SDVOSB-focused events, but it's your call where to use it.)
• Tagline pick + any wording you'd say differently in your own voice
• Headshot + 1–2 testimonials to pair with the chosen bio (feeds the one-sheet, file 07)

Once Shane checks these, the chosen bio drops straight into the speaker one-sheet (07) and his website/LinkedIn.

07 — Keynote Speaker One-Sheet (template, pre-filled)

The "one-sheet" (a.k.a. speaker sheet) is the single marketing page event planners and booking agents use to decide on a speaker. This is a fill-in template, pre-populated with what we know about Shane. Replace [brackets], swap drafts for his real words/testimonials, then it becomes a designed PDF (the runner or a designer can lay it out). Talk descriptions below are drafts from the titles — confirm/refine with Shane.

Layout at a glance (what the designed PDF holds)

┌─────────────────────────────────────────────────────────┐
│ [HEADSHOT]   SHANE ANDERSON                              │
│              Keynote Speaker · Navy SEAL (Ret.) · Mindset│
│              & Leadership                                │
│              "[ HERO TAGLINE ]"                          │
├─────────────────────────────────────────────────────────┤
│ SHORT BIO          │ SIGNATURE TALKS                     │
│ ...                │ • Comfort in the Chaos              │
│ AUDIENCE OUTCOMES  │ • The Misconception of Mindset      │
│ ...                │ • Fail Forward Fast                 │
│ SOCIAL PROOF       │ • The Moral Compass                 │
│ ...                │ FORMATS · A/V · BOOK                 │
└─────────────────────────────────────────────────────────┘

Header

• Name: Shane Anderson
• Title line: Keynote Speaker · U.S. Navy SEAL (Ret.) · Mindset & Leadership
• Hero tagline (pick/confirm one):
  • "Comfort in the chaos — leadership forged where it counts."
  • "From BUD/S to the boardroom: perform when everything's on fire."
  • [Shane's own line]
• Headshot: [high-res photo]

Short bio (≈60 words — for the top of the sheet)

Shane Anderson is a former U.S. Navy SEAL turned keynote speaker who teaches teams to stay calm, decisive, and human under pressure. Drawing on the crucible of special operations and a career building high-performing teams, he turns chaos, failure, and hard decisions into a repeatable operating system for leadership. [confirm/adjust — add years of service, units if cleared to share, business background]

Long bio (≈150 words — for programs/intros)

[Expand the short bio: BUD/S and service highlights cleared for public use; transition to speaking/coaching; founder of SASLO; notable audiences; the through-line of his message. Aria can draft this once Shane confirms what he wants public.]

Signature talks (descriptions are DRAFT — confirm with Shane)

1. Comfort in the Chaos — How elite performers stay calm, clear, and decisive when everything is on fire. The SEAL-forged operating system for leading through pressure, uncertainty, and rapid change.
2. The Misconception of Mindset — Why most "mindset" advice fails, and what actually rewires how you think, decide, and perform — separating motivational noise from the real mechanics of mental change.
3. Fail Forward Fast — Turning failure into velocity: removing the shame tax, shortening the learning loop, and using setbacks as navigation instead of defeat.
4. The Moral Compass — Leading with integrity when the easy path is wrong — making values-driven decisions under pressure and building teams that trust you because of it.
5. [additional talks Shane named — to add]

What the audience walks away with (outcomes — sell the result, not the topic)

• [3–5 concrete outcomes, e.g.: "A decision framework for high-pressure moments"]
• [e.g.: "A team that treats failure as data, not shame"]
• [e.g.: "Language and habits for leading under uncertainty"]

Ideal audiences

• Corporate leadership & sales teams · founders/operators · veterans & first responders · [industries Shane targets]

Social proof (add as collected)

• ⭐ Testimonial: "[quote]" — [Name, Title, Org]
• Past stages / clients: [logos / event names]
• Video reel: [link to a sizzle reel — high priority for bookings]

Formats & logistics

• Formats: Keynote (45–60 min) · Half-day workshop · Fireside / panel · [virtual?]
• A/V needs: wireless lav mic, confidence monitor, [slides/clicker], [other]
• Travel from: Cedar Grove, WI · willing to travel: [regions]
• Fee range: [Shane to set — or "available on request"]

Booking

• SASLO LLC · [booking email] · [phone] · [website] · [LinkedIn]

How to turn this into a finished asset

1. Shane confirms the bio + talk descriptions + which tagline (10-min review).
2. Collect: a high-res headshot, 1–3 testimonials, and (ideally) a short video reel.
3. The runner's future keynote-builder skill (see 04_KEYNOTE_LIBRARY.md) or a designer drops this into a 1-page branded PDF.
4. Ties to SASLO's SDVOSB profile — for veteran-focused events, the SDVOSB cert + SEAL background is a differentiator worth featuring.

04 — Keynote Content Library

Shane's speaking business is the product side of SASLO. On the call he named the talks he wants built out. This file is the scaffold; the full build happens once his Aria runner is set up on his local machine (so drafts, outlines, and slide notes live on his disk, voice-first).

The talks (as Shane named them)

What "build out" means (per talk)

A repeatable package the runner can generate and Shane refines by voice:

1. Core thesis + 1-line hook (the promise to the audience)
2. Signature stories (Shane's lived examples — BUD/S, Brothers, etc.)
3. Outline / arc (open → tension → turn → takeaway)
4. Audience cuts (corporate keynote · veteran/first-responder · founders/operators)
5. Takeaway artifact (the one card/framework the audience keeps)
6. One-sheet (title, abstract, bio, A/V needs) for booking agents

How it slots into the runner (later)

• A keynote-builder skill: "build out The Moral Compass" → produces the package above from Shane's voice notes, filed on his disk.
• Pairs with voice-capture (Shane brain-dumps a story → filed to the right talk) and the Cabinet filing structure.
• This is product/content work, not compliance — it's lower priority than the registration run (files 01–02), but it's the reason SASLO exists, so it stays on the board.

Speaker one-sheet (the booking asset)

The marketing page agents/planners use to book Shane is drafted and pre-filled → 07_KEYNOTE_ONE_SHEET_TEMPLATE.md (bio, the 4 talks, audience outcomes, formats, booking). It just needs Shane's confirmation + a headshot + a testimonial or two to become a designed PDF.

Status

• Confirm the theses above + the remaining 1–2 talk titles with Shane
• Speaker one-sheet template drafted → 07 (pending Shane's bio confirm + headshot + testimonials)
• Stand up Shane's runner (prereq for the heavy content build)
• Draft keynote-builder skill spec
• Build talk #1 (Comfort in the Chaos) end-to-end as the template