Company records
Formation records, EIN confirmation, operating agreement, and the bank packet are gathered for official use without publishing private numbers.
Readiness track
Active operating checklist.
Formation records, active banking, federal registration, and revenue search stay separated so the company can move without exposing private identifiers or creating duplicate portal work.
Status
What is ready, what is active, and what should not be duplicated.
D&B business profile
D-U-N-S has been assigned in D&B. Keep the exact number in private records and use it only where vendor, bank, or partner onboarding asks for it.
SAM.gov entity ID
Unique Entity ID has been assigned in SAM.gov. Keep the exact UEI in private records and continue the registration/CAGE follow-through inside the portal.
Banking and credit
Business banking and credit card setup are active. Route company income, expenses, and receipts through the business stack for cleaner accounting.
Statement packet
Statement of operation and intention has been provided for bank and compliance context. Keep signed or source copies in the private packet.
Revenue search
Public-sector search, local services, automation support, and partner sourcing can move now while formal bid eligibility is confirmed.
Next sequence
Use the new federal milestone without rushing the gate.
Finish SAM registration
Confirm the entity details, assertions, NAICS alignment, D&B reference fields if requested, and any CAGE follow-up before treating the company as fully procurement-ready.
Run through the business stack
Use the business bank account and card for operating activity, keep receipts matched, and maintain the accounting folder before taking larger commitments.
Build capability evidence
Keep project notes, proof logs, partner qualifications, service checklists, and examples that can support local buyer or public-sector conversations.