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