Your Entity Profile is the foundation of CLEATUS’s ability to provide personalized contract recommendations, generate tailored proposals, and streamline your government contracting experience. Setting up your Entity Profile correctly ensures you receive the best contract matches and stronger AI-generated proposals.
💡 You can update your Entity Profile at any time! Simply go to Entity Info in your Profile Settings to make changes.
📌 Steps to Set Up Your Entity Profile
1️⃣ Step 1: Enter Basic Business Info
Start by entering your business details so CLEATUS can understand your qualifications and match you with the best opportunities.
✅ Legal Business Name
✅ Website
✅ Incorporated Address & Physical Address
✅ Entity Start Date & Registration Date
✅ Certifications (LLC, HUBZone, 8(a), SDVOSB, etc.)
✅ UEI Code or CAGE Code (Optional but highly recommended!)
💡 Pro Tip: If you have a UEI Code, CLEATUS can automatically import your business details from SAM.gov for faster setup.
Why Accuracy Matters
Providing accurate and complete information ensures CLEATUS can:
✔️ Match you with the most relevant contracts.
✔️ Improve compliance scoring for better bid/no-bid decisions.
✔️ Generate precise proposals tailored to government requirements.
2️⃣ Step 2: Upload Your Capability Statement
Your Capability Statement is a required document that outlines your company’s:
📌 Core competencies
📌 Past performance highlights
📌 NAICS Codes
📌 Certifications & qualifications
💡 Don’t have one? Use CLEATUS’s free Capability Statement Builder to create a professional, tailored document in minutes!
📂 Optional Supplemental Documents
Uploading additional documents helps CLEATUS craft even stronger proposals and recommendations:
📌 Organization Charts – Show your company’s structure & team capacity.
📌 Resumes – Highlight expertise of key personnel.
📌 Past Performance Reports – Detail your contract history.
📌 Methodologies or Process Documents – Explain your execution approach.
📌 Pricing Sheets – Provide historical pricing & rate sheets (if applicable).
✅ Supported Formats: PDF or DOCX
💡 Pro Tip: The more information you provide, the better CLEATUS can personalize your contract recommendations and proposals!
3️⃣ Step 3: Set Your Preferences
Define your bid preferences so CLEATUS can deliver contract recommendations that match your business needs.
✅ NAICS Codes – Select up to 5 codes that best represent your business focus.
✅ Geographic Regions – Choose specific states or nationwide opportunities.
✅ Agency Type – Select Federal, State, or Local contracts.
✅ Contract Value Range – Specify minimum and maximum project values.
💡 Why This Matters: Setting precise preferences helps CLEATUS filter out irrelevant contracts and only present high-value opportunities that align with your strengths.
4️⃣ Step 4: Add Past Performances
CLEATUS automatically fetches all federal awards linked to your company from SAM.gov. To provide a complete profile, manually enter additional past performances for:
✔️ State or Local Contracts
✔️ Private Sector Awards
Include the Following Details:
📌 Project Description – A summary of the work performed.
📌 Awarding Agency – The government entity or organization.
📌 Place of Performance – Where the contract was executed.
📌 NAICS Codes – Relevant industry classifications.
📌 Award Amount – The total contract value.
💡 Pro Tip: Adding past performance records strengthens your Entity Profile, improves AI proposal generation, and helps CLEATUS match you with contracts that fit your experience!
🛠 Managing Your Entity Profile
Once your profile is set up, you can edit and update it anytime by following these steps:
1️⃣ Go to Entity Info in left navigation menu.
2️⃣ Update business details, upload new documents, or adjust preferences as needed.
3️⃣ Ensure all certifications, NAICS codes, and past performances are up to date.
💡 Why Keep Your Profile Updated?
✔️ Tailored Opportunity Recommendations – Get the best-fit contracts based on your latest qualifications.
✔️ Stronger Compliance Evaluation – Ensure your bids meet solicitation requirements.
✔️ More Accurate AI Proposal Writing – CLEATUS generates proposals customized to your latest capabilities.
📌 Why Your Entity Profile Matters
✅ It’s the foundation of your contract success! CLEATUS uses your profile to deliver personalized opportunitiesand write stronger proposals.
✅ It directly impacts your Compliance Score. A strong profile = better contract alignment.
✅ It helps you stay competitive. Keeping your information up to date ensures you never miss out on a great opportunity!
💡 Pro Tip: Review your profile every 3–6 months to keep your company details, certifications, and past performance records current.