Setting up your organization profile — Help Center

Your organization profile is the single source of truth VETR uses to score every RFP, build cover pages, and pre-populate proposal sections. Take twenty minutes to fill it in completely; you'll save hours per proposal afterward.

Required fields

Legal entity name — exactly as registered with SAM.gov
UEI — Unique Entity ID. Find it in your SAM.gov dashboard under "Entity Information."
Primary NAICS code — most-used 6-digit code on your bids
Address — street, city, state, ZIP
POC name + email + phone — primary contracting officer contact

Strongly recommended

Secondary NAICS codes — up to nine more. Used for opportunity matching.
CAGE code — required for most federal awards
DUNS number — legacy but still requested by some agencies
Set-aside certifications — SDVOSB, VOSB, 8(a), WOSB, EDWOSB, HUBZone — with effective + expiration dates
Capability statement — paste your one-pager into the rich-text field; VETR uses it for the V (Value) pillar matching
Brand colors + logo — uploaded under Settings → Branding; show on PDF exports

What VETR uses each field for

UEI — to pull active SAM.gov entity data so we always have the latest
Primary + secondary NAICS — to match RFPs to your wheelhouse (V pillar)
Set-aside certs — to surface set-aside-only opportunities and to flag certifications expiring within 90 days
Capability statement — V pillar text similarity scoring
Brand colors + logo — applied to PDF/DOCX exports automatically

Updating later

Settings → Organization is editable at any time by admin or owner roles. Changes take effect immediately on the next RFP score. Existing proposals keep their original organization snapshot until you click "Resync."