U.S. to open program to replace Huawei equipment in U.S. networks 5 years ago
It need not be a policy to be applied in practice at the governmental level. Writing things down is FOIA bait both on the USG side and the prime side (which your Lockheed scenario is a good example of, actually, despite your distinguishing of the two environments). Primes and feds are able to communicate about matters like this without communicating, and do it routinely.
Source: Need to know.