The Corporate Record Book that gets you grant-ready
The Bitácora Corporativa is a free 16-sheet xlsx template that tracks NAP consistency (Name/Address/Phone) across SAM.gov, D&B, IRS, and state Secretary of State records for grant applications. Multi-entity ready, includes certification tracker, compliance deadlines, and audit log. What grant consultants charge $2K–$5K to build — delivered as a working xlsx you download and edit today, free.
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16 sheets that cover every field a grant officer checks
Organized in fill-order phases. Each sheet has a clear purpose, canonical values, and a verification checklist. Multi-entity from row one.
Canonical Name/Address/Phone + registry-by-registry match check (SoS, IRS, SAM, D&B, banks). The #1 reason applications get rejected silently.
Entity, EIN, NAICS/SIC, SAM.gov UEI, CAGE, Grants.gov, eRA Commons — every ID and every expiration in one place.
8(a), HUBZone, WOSB, VOSB, MBE, WBE, SBE, local — with issue/expiration/recertification dates.
PAYDEX, Intelliscore, FICO SBSS, tradelines by lender, bank accounts with time-in-bank + NSF count, debt schedule.
Verifiable NAP + digital presence (domain, Google Business, LinkedIn) that verifiers cross-check in 5 minutes.
Every doc a grant/loan will ask for — with location + expiration + who's responsible.
Written policies, systems, single audit, cost share capacity, plus every past application (won or lost) with reason.
20%+ owners → personal guarantees, certification eligibility base, key personnel bios.
Auto-computed status dashboard (OVERDUE / URGENT / UPCOMING / OK) + chronological event log for audit trail.
The template consultants charge $2K–$5K to build
The #1 reason grant applications get rejected isn't a missing field — it's an inconsistent one. Legal name off by one character between Secretary of State and SAM.gov = silent rejection. This template makes that error impossible.
Use it live inside Windfall
Download the xlsx template today. Or create a free Windfall account and use the live in-app version — same structure, multi-entity, automatic status calculation for every deadline, RLS-secured per user.
“The #1 error that kills applications isn't a missing field — it's a data inconsistency. Legal name, address, phone must be identical character-by-character across Secretary of State, IRS, SAM.gov, D&B, bank, and directories. Every audit starts there.”
— Bitácora Corporativa, governing principle
Common questions about the Bitácora
What is NAP consistency and why does it matter for grant applications?
NAP = Name, Address, Phone. Grant reviewers cross-check your legal business name, physical address, and phone number against SAM.gov, IRS records, D&B, state Secretary of State filings, and your bank. If any of those don't match character-for-character, applications get flagged or silently rejected. Fixing NAP mismatches is the fastest win before applying to any federal grant.
How does the Bitácora xlsx template work?
It's 16 structured sheets — one canonical NAP record, then per-registry rows where you paste exactly what SAM.gov, D&B, and your state show. Cells auto-flag mismatches. You fix them at the source (never in the template), then re-verify. Delivered as a working xlsx, not a PDF you can't edit.
What deadlines belong in the compliance calendar?
SAM.gov entity renewal (annual), state annual report or franchise tax filings, insurance renewals, professional licenses, D&B iUpdate cycles, and any certification you hold (WOSB, MBE, 8(a), HUBZone). Missing any of these silently disqualifies you from federal grants for months while you re-register.
Do I need Windfall to use the Bitácora template?
No. The xlsx works standalone — download it, fill it in, use it as your source of truth. Windfall's in-app Records module automates the same checks against SAM.gov and D&B, plus alerts before renewals. But the free template covers you if you're managing it manually.
What you'll get in your inbox
The complete xlsx template (16 sheets, ~200 fields, multi-entity ready) with instructions, color legend, and suggested fill order — plus a follow-up on how to use the live in-app version.