2023 Updated - System-for-Award-Management-instructions.docx

SAM REGISTRATION

The System for Award Management (SAM) is the Official U.S. Government system that consolidated the capabilities of CCR/FedReg, ORCA, and EPLS.

There is NO fee to register for this site!

You may register at no cost directly from this "https://www.sam.gov/portal/SAM/". User guides and webinars are available under the Help tab.

Detailed information about SAM is available online at http://www.sam.gov/.

For SAM help, please go to the Federal Service Desk web site.

STEP 1: You must start with applying for NCAGE code first and only once you obtain the NCAGE code, and once the NCAGE code is entered in BINCS, you can then register in SAM.

https://eportal.nspa.nato.int/Codification/CageTool/request-new-cage

SAM validates vendors’ information (NCAGE) and provides a secure central database for use by U.S. Federal Government agencies.

STEP 2: Once NCAGE code is obtained, create an account in sam.gov portal and request the UEI (Unique Entity Identifier) code.

STEP 3: Once you receive the e-mail with UEI code you can start the actual registration process. Receiving the UEI only does not mean the entity is registered in sam.gov!

NB! The Entity address info you submit to NCAGE system and SAM.gov system must match 100%, even as little as adding tn. Or str. To one mut leaving it out to the other may come up as address mismatch.

To register online, go to SAM web portal and select "Create User Account". You will need your NCAGE numbers during the registration. You are responsible for the information accuracy. Please pay special attention to which fields are required and not required, and which fields should be left blank. The registration will not validate unless the correct fields are filled out with the correct information. Important notes:

· When SAM asks whether the vendor is a small business, this refers only to small businesses based in the U.S. Foreign vendors are always considered to be “other than small” or “large”,

· When SAM asks for the ABA Banking information and other Electronic Funds Transfer (EFT) information, SAM is only equipped to handle EFT information in U.S. format. If this information is in another, non-U.S. format, leave this information blank in SAM, and

· Only fill in the Tax ID number if it is a U.S. Tax ID number. Otherwise, leave it blank.

Step-by-step instructions can be accessed at:

https://www.fsd.gov/gsafsd_sp?id=gsafsd_kb_articles&sys_id=1a2e86761b8fe114cc45ea04bc4bcb31

NCAGE REGISTRATION

Among other data, NATO will ask for your Legal Business Name and address, which must exactly match (including spelling, capitalization, punctuation and spacing) the Legal Business Name and address provided to sam.gov portal. NCAGE is needed before you can complete the SAM registration.

Please follow the following steps:

· Go to https://eportal.nspa.nato.int/Codification/CageTool/home

· Search by your company’s name to check to see if NCAGE code is already assigned.

· If NO NCAGE code is assigned to your business, proceed to “Request New” button at the bottom of the search results screen.

· Select "A Private Company" as "Type of Entity".

· Select “Routine” as “Emergency Level”.

· Select “NO" to the question: "Is the entity to be registered a supranational organization?"

· Select Estonia as a country.

· Click OK.

· Provide the requested data on initiator’s data. Fields marked with * are mandatory.

· Proceed to Step 2.

· Provide the name of your Company as it is written into the Estonian Business registry. Do NOT translate your company name into English! Please note the Legal Business Name and address provided to address provided to NATO for the NCAGE code must exactly match (including spelling, capitalization, punctuation and spacing) the Legal Business Name and address provided to Sam.gov.

· Proceed to Step 3.

· Select your applicable answers for “Type of activity” part.

· Select “NO” for the “Invitation to Tender” and “Contract with an Armed Force or a NATO Agency Is in Preparation or Already Signed”, and “YES” for the "CAGE Code requested by the System for Award Management (SAM)" questions under “Future business”.

· Select "NO" for the “Former CAGE Code” part.

· Proceed to Step 4.

· You are prompted to a screen, asking you to verify the information you have provided.

· If OK, click the "Create" button.

· After you submit your request, you will automatically receive:

· Request confirmation/validation e-mail message - you must reply to this message,

· Second e-mail message once the NCAGE request is processed (assignment of the code or reject of the request).

· Congratulations! Now you have a NCAGE number.

You can now begin the SAM registration process!