diff --git a/references/company-profile.md b/references/company-profile.md new file mode 100644 index 0000000..3af4a03 --- /dev/null +++ b/references/company-profile.md @@ -0,0 +1,52 @@ +# 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.