# 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.