2.7 KiB
Company Profile — Standard Proposal Data (SANITIZED TEMPLATE)
This is a sanitized template for the public repo. All real values have been removed. The populated version (MPM's verified identifiers, insurance, banking, and signatory data) is maintained privately in the CW-025 Google Drive coordination folder and inside the packaged
.skill. Populate this file locally before use.
Fill each value and mark its status. Never place an empty/TODO value on a form — leave the
field blank and report it as "needs input." Corporate basics can be seeded from Odoo res.company;
procurement-specific fields come from your SAM.gov and DBE/insurance records.
1. Legal identity
Legal/registered name · DBA (if any) · entity type · federal tax classification (C/S corp) · state of incorporation · date established · years in business · primary business/services · officers/owners.
2. Addresses
Principal/physical street · city · state · ZIP · country · mailing address (if different).
3. Contact
Main phone · general email · website · proposal/RFP point of contact (name, title, phone, email) · backup contact.
4. Tax & government identifiers
Federal Tax ID / EIN · UEI (SAM.gov) · CAGE/NCAGE · DUNS · SAM.gov registration status + expiration · state vendor registration # · D&B number.
5. Business size & socioeconomic classification
Primary NAICS · secondary NAICS · SIC · small-business status (per solicitation size standard) · number of employees · 3-yr average receipts · DBE status/cert · MBE/WBE/SBE/HUBZone/SDVOSB/8(a) · ownership demographics.
6. Authorized signatory
Name · title · email · phone · alternate signatory. (Signature blocks are always left for a human to sign.)
7. Insurance & bonding
GL carrier + limits · auto liability · workers' comp · umbrella/excess · professional/E&O · EMR · bonding capacity · surety company · insurance broker. (Insurance renews — re-verify each cycle.)
8. Financial & business references
Bank reference (name, contact, phone) · business references (per-RFP is common).
9. Standard certification stances (human must affirm on each form)
Debarment/suspension · lobbying (SF-LLL/Byrd) · Buy America (per-solicitation, do not pre-answer) · non-collusion · EEO/non-discrimination · drug-free workplace · conflict of interest. Record the expected stance as guidance, but the authorized signatory must review and sign each one.
Maintenance
- Corporate basics: re-pull from Odoo `res.company` when in doubt.
- Procurement-specific fields: from the user / SAM.gov / DBE / insurance records.
- Treat SAM.gov registration, insurance certs, and DBE certs as expiring — verify dates each cycle.