A/OPE/EAD July 15, 2016

SYSTEM FOR AWARD MANAGEMENT (SAM)

Before a company can register in SAM, the vendor must first get a DUNS Number, if they do not already have one. The DUNS number is a unique nine-character identification number.

The vendor can request their DUNS number for free from this website:

DUNS Request Service for US Federal Government Contractors and Grantees

It can take up to 5 business days to obtain an international DUNS number. The vendor will receive an email from D&B with their DUNS number.

Please consider the name & address carefully as the name & address in DUN & Bradstreet has to be exactly the same for NCAGE and in SAMs. The address has to be a street address and contain no special characters or different spaces

DUN & BRADSTREET NUMBER (D&B)

The next step is the CAGE Code, all CAGE codes for vendors located outside the United States and its territories are called NCAGE codes.

Assignment of NCAGE codes are governed internationally as part of the NATO Codification System (NCS). An NCAGE is required for all foreign entities or the registration will be considered incomplete. The vendor can submit their request for an NCAGE Code by going to NATO Support Activity (NSPA) NCAGE Request Tool

Once again please remember that the information in DUN and Bradstreet must be exactly the same in the NCAGE system or it could hold up the firms registration in SAM.

NATO COMMERCIAL AND GOVERNMENT ENTITY CODE (NCAGE)

The information that was submitted for the NCAGE code feeds into BINCS. After the vendor requests the NCAGE code from the NATO Codification System (NCS), the vendor will have to search BINCS to see if their information has been received.

Some countries may take several weeks to send the information to BINCS. Once the information has been received by BINCS the vendor can now start the registration process for SAM.

Again when registering in all of the systems please remember that the Legal Business Name and physical address have to be exactly the same. SAM imports the DUN’s information and compares it to the information in BINCS. If the information is not exactly the same the SAM registration will error out and the vendor will not be able to complete their registration.

U.S. BUSINESS IDENTIFICATION NUMBER CROSS-REFERENCE SYSTEM (BINCS)

After you have received your DUNS and your NCAGE numbers, you will need to create a SAM user account

Once you have logged in your will have “My SAM“ page and you will need to complete the following Steps:

Select “Register New Entity” under “Register/Update Entity” on your My SAM‘s page.

Select your type of Entity most likely “Business or Organization”

Tell the system why you are registering in SAM. This determines what information you have to provide.

Such as “Are you interested in bidding on Federal Contracts? If you say yes, you will complete all four sections in SAMs.

SYSTEM FOR AWARD MANAGEMENT (SAM)

You may opt-out from displaying your entity information on the SAM Public search page. This may result in a reduction of federal government business opportunities.

On the screen Information Opt-out please select one of the following:

●I authorize my entity's information to be displayed in SAM’s Public Search

●I do not authorize information to be displayed in SAM’s Public Search

Then click on Save and Continue

INFORMATION OPT-OUT

Helpful Hints: On each page or section of SAMs there is required information that must be

provided and is identified with a red asterisk (*)

On the Business information page, you will create a Marketing Partner Identification Number (MPIN).

If you do not pay U.S. taxes, do not enter a TIN or select a TIN type.

Only use the NCAGE code you got for your DUNs number. Remember, the name and address information must match the DUNs and NCAGE records.

Make sure to select “Foreign Owned and Located” on the General Information page.

SAM REGISTRATION CONTINUED

• As a foreign entity, you do not need to provide Electronic Funds Transfer (EFT) banking information on the page. If you do choose to provide this electronic banking information, it must be for a U.S. bank; the remittance name and address are the only mandatory information for you on this page.

• In the “Points of Contact” section, list the names of people in your organization who know about your registration in SAMs and who will responsible to keep your information up to date.

• After your final review please ensure that you hit submit. Once you submit the system will send a message “Congratulations” if you not see this message, your registration did not submit.

SAM REGISTRATION CONTINUED

Once you have submitted your registration please allow 10 business days for your registration to become active.

Once your registration is approved, you will get an email from SAMs telling you that your registration is active.

Who do you contact if your registration is not active after 10 days:

Please contact the Federal Service Desk (FSD)

SAM REGISTRATION CONTINUED

Viewing your Entity Record: If you chose to make your record public, you can view your entity record

by searching for DUSNs number or entity name.

If you record is available in the public search, but expired, your can view it by searching, for you entity by DUNS number or entity name, clicking on the “Inactive” box and clicking the “Apply Filters” button

If you opted out of the public search, log into SAM, migrate your roles, and click on “Register/Update Entity” and “Complete Registration” to view your record

SAM INSTRUCTIONS FOR RENEWING YOUR COMPANY'S REGISTRATION

To submit your update, you must review the entire record in one sitting

Review each page, validating the accuracy of the content

If your registration requires Reps & Certs (formerly ORCA), make sure you select the box certifying to the accuracy of the data on the “Review Reps & Certs” page

SAM INSTRUCTIONS FOR RENEWING YOUR COMPANY'S REGISTRATION

1. Go to SAM and login with your SAM username and password.

2. Click “Register/Update Entity” and then “Complete Registrations” (if you started your update earlier, click on “Incomplete Registrations”).

3. In the Entity List panel, click on the Entity you want to update/renew.

4. Click the Update Entity button in the “Registration Details” Panel.

5. Complete Purpose of Registration (You only have to do this once)

SAM INSTRUCTIONS FOR RENEWING YOUR COMPANY'S REGISTRATION

Validate/Update “Core Data”

Validate/Update “Assertions” (not required to be eligible for Grants only)

Validate/Update “Representations and Certifications” (not required to be eligible for Grants only)

Validate/Update “Points of Contact”, including optional POCs. If you no longer wish to have the optional POCs, please delete all data in these fields.

If you qualify as a small business, validate/update your information in SBA’s Dynamic Small Business Search (DSBS) or apply for a small business certification on the “SBA Supplemental” page.

SAM INSTRUCTIONS FOR RENEWING YOUR COMPANY'S REGISTRATION