6-SAMs.pdf

A guide for understanding the System for Award Management (SAM).

Registering your entity with SAM allows it to be eligible for grants within the system. Registering for SAM is free and can be done by going to www.sam.gov and following the information in this guide.

What to Know About SAM

Requirements

Contractors must be registered in Sam and show no active exclusions. The entity record must be public.

What is an Entity?

In SAM, your company/business/organization is now referred to as an Entity

What if my entity was already registered in CRR?

If you were registered in CCR, your company’s information is already in SAM. You just need to set up a SAM account. See the “Migrating Roles” Quick Start Guide for more information.

Registering in SAM

Registering in SAM can increase opportunities for an entity. It is free to register, and instructions for registering for the first time are available in the “Quick Start Guide for Entities Interested in Becoming Eligible for SAM” and the “Quick Start Guide for Contract Registration.

Updating an entity registration

If your entity is already registered in SAM and you would just like to renew or update your registration, see the “Quick Start Guide for Updating an Entity

Registration”.

For more information go to www.sam.gov or contact the SAM Help Desk at:

SAM Customer Service:

Federal Service Desk

URL: www.fsd.gov

Hours: 8am - 8pm (Eastern Time)

US Calls: 866-606-8220

International Calls: 334-206-7828

System for Award Management (SAM) Attachment G http://www.sam.gov/ http://www.sam.gov/ http://www.fsd.gov/

You can migrate roles from CCR, EPLS and FedReg but not ORCA.

• The Reps and Certs data for your entity will be migrated to SAM.

• SAM has combined the CCR and ORCA functionality. When you migrate your CCR account, you will be given access to your organization’s Reps & Certs.

• If you have multiple accounts in one legacy system, you may find that you won’t need all those accounts to do the same business in

SAM. You can migrate the roles connected to those accounts into your single SAM user account.

Quick Start Guide for Migrating Roles

You can migrate your legacy system roles to SAM

What is an Entity?

In SAM, your company/business/organization is now referred to as an “Entity.”

• All of your entity’s data in the legacy systems (CCR, ORCA, EPLS, FedReg) will be migrated to SAM. You can migrate your individual roles upon logging into your SAM account.

Your Roles Will Migrate to SAM

You will have the same access to your data in SAM that you had in the legacy systems.

• You will need to create a new username and password.

• This new SAM username and password will work for all of your migrated roles.

Migrating Roles from Phase One Systems

Access to Your Legacy Email Accounts

To migrate your legacy account (CCR, FedReg, or EPLS), you need the email address used for your legacy account.

• SAM uses your legacy email address to validate who you are.

Steps for Migrating Your Roles

1. Go to www.sam.gov

2. Create an Individual Account and Login

3. To begin the migration process click either:

“Yes” next to “Would you like to migrate a legacy system account?” on the “My SAM” welcome banner, or

“Migrate Legacy System Account” under “Manage My

User Roles” on your “My SAM” page.

4. Select the legacy systems where you have accounts

5. SAM checks to see if your SAM account email address matches your legacy account email address.

If YES, your legacy roles will be automatically migrated to

SAM.

If NO, SAM will send an email to your legacy account email address. Click the link in the email and log back in using your SAM username and password. Your roles will now be active.

How do I get more information? Take a look at the SAM User Guide.

Go to Our Website: www.sam.gov Contact the SAM Help Desk: www.fsd.gov http://www.sam.gov/

Quick Start Guide for Entities Interested in Being Eligible for Grants

How to register your entity to be eligible for GRANTS in SAM:

Before you register, you need to know the following:

What is an Entity?

In SAM, your company/business/organization is now referred to as an

“Entity.”

• REGISTERING IN SAM IS FREE.

• If you were registered in CCR, your company’s information is already in SAM. You just need to set up a SAM account. See the

“Migrating Roles” Quick Start Guide.

Your Entity’s DUNS Number You need a DUNS to register your entity in SAM.

• If you do not have a DUNS number, you can request a DUNS number for free by visiting D&B at http://fedgov.dnb.com/webform

• It takes 1-2 business days to obtain a DUNS.

Your Entity’s Taxpayer Identification Number (TIN) You need your entity’s Tax ID Number (TIN) and taxpayer name (as it appears on your last tax return). Foreign entities that do not pay employees within the U.S. do not need to provide a TIN.

• A TIN is an Employer Identification Number (EIN) assigned by the Internal Revenue Service (IRS).

• Sole proprietors may use their Social Security Number (SSN) assigned by the Social Security Administration (SSA) if they do not have a TIN, but please be advised it will not be treated as privacy act data in SAM.

• To obtain an EIN visit:

www.irs.gov/businesses/small/article/0,,id=102767,00.html

• Activating a new EIN with the IRS takes 2-5 weeks.

Steps For Registering Your Entity in SAM

1. Go to www.sam.gov

2. Create a Personal Account and Login

3. Click “Register New Entity” under “Manage Entity” on your “My SAM” page

4. Select your type of Entity

5. Select “No” to “Do you wish to bid on contracts?”

6. Select “Yes” to “Do you want to be eligible for grants and other federal assistance?”

7. Complete “Core Data” Validate your DUNS information

Enter Business Information (TIN, etc.)

Enter CAGE code if you have one. If not, one will be assigned to you after your registration is completed. Foreign registrants must enter NCAGE code.

Enter General Information (business types, organization structure, etc)

Financial Information (Electronic Funds Transfer (EFT )Information)

Executive Compensation

Proceedings Details

8. Complete “Points of Contact”

9. Your entity registration will become active after 3-5 days when the IRS validates your TIN information.

How do I get more information? Take a look at the SAM User Guide.

http://fedgov.dnb.com/webform http://www.irs.gov/businesses/small/article/0%2C%2Cid%3D102767%2C00.html

Go to Our Website: www.sam.gov Contact the SAM Help Desk: www.fsd.gov

Helpful Information

Viewing Your Entity Record

• If you chose to make your record public, you can view your entity record by going to www.sam.gov, selecting Search

Records, and searching by your

DUNS number or Legal Business

Name

• If your record is available in the public search, but expired, you can view it by searching for your entity by DUNS Number or Legal

Business Name, selecting the

Inactive checkbox, and selecting

Apply Filters.

• If you opted out of public search, you will need to log into

SAM with the appropriate user account, select Entity Registrations and then Existing Entity

Registrations to view your record

Before You Start

• When you renew or update your registration, you must review the entire record. Take the time to make sure all the information is accurate and complete.

• If your entity’s physical address has changed since you last renewed, make sure to update the address Dun and Bradstreet (D&B) has on file prior to updating the registration in SAM.

• All non-Federal entities must mail an original, signed notarized letter to the Federal Service Desk within 30 days of activation.

Steps for Updating an Entity Registration

1. Type www.sam.gov in your Internet browser address bar and then log in.

2. On the My SAM page, select Entity Registrations and then Existing

Entity Registrations from the sub-navigation menu.

3. Search for the entity you want to update or select the Legal

Business Name of the entity the Entity List.

4. Select Update Entity from the Registration Details panel.

• You may not update a registration in Submitted status. You may only update registrations that are Active, Expired, or a Work in

Progress.

5. You may delete a Work in Progress if necessary. This will not affect your Active or Expired entity registration.

6. Select what you would like to update: Purpose of Registration and remaining entity registration. All sections applicable to the registration besides the Purpose of Registration or Point of Contacts only (skip to step 9).

7. Update the Core Data section.

8. Update the Assertions section (not required if registering for Federal

Assistance opportunities only).

9. Update the Representations and Certifications section (not required if registering for Federal Assistance opportunities only).

10. Update the Points of Contact section, including optional POCs. You may remove optional POCs if they are no longer relevant.

11. If you qualify as a small business, update your information in SBA’s

Dynamic Small Business Search (DSBS) or apply for a small business certification via the SBA Supplemental page.

12. Select Submit. Your registration will be reviewed. You will receive an email from SAM.gov when your registration is active.

Please note: If your registration update requires IRS or CAGE revalidation, it could take 10-12 business days for it to become active and replace your previous registration.

System for Award Management Need Additional Help www.sam.gov www.fsd.gov

Toll Free: 1.866.606.8220 International: 344.206.7828