RFQ-DC-15-00182_Att_5_How_to_Reg.docx

RFQ-DC-15-00182

ATTACHMENT 5

How to register in: D&B, www.SAM.gov, and www.FedConnect.net

I. REGISTER IN DUNN & BRADSTREET (D&B)

1. Go to the website: http://fedgov.dnb.com/webform, click on the link to request a DUNS number via the web.

2. Note you will have to register to use iUpdate and search for your company. If you do not have a DUNS number, you will perform a search and then select “Request a D-U-N-S Number” at the bottom of the screen.

3. You will be registering as a sole proprietorship. Your company name should be your full name (ie. John Q. Smith). Your company address should be your home address. Add yourself as the Executive Principal.

4. Add the SIC code 89990600. Please note that the SIC code is an outdated code that is no longer supported by the Federal Government. The code above was chosen in order to match the correct NAICS Code which is the new system supported by the Federal Government.

5. After you confirm your information is correct, choose Government Contractor as the reason for needing a DUNS number.

6. Submit your request for a DUNS number.

7. In a day or two, you should receive an email containing your DUNS Number.

II. OBTAIN YOUR BANKING INFORMATION

Contact your bank and request the following information so that you can receive government payments electronically:

· Bank Name

· Bank Address

· ACH Coordinator Name

· Nine-Digit Routing Transit Number

· Depositor Account Title (your name)

· Depositor Account Number.

· Type of Account (checking or saving)

· Email or phone number of the Automated Clearing House (ACH) department of your bank.

III. REGISTER IN SYSTEM FOR AWARD MANAGEMENT (SAM)

1. Create an account in SAM

a. After receiving your DUNS number, go to www.sam.gov.

b. Select “Create an Account” under the “Register with SAM” column in the middle of the page.

c. Under “choose Account Type”, choose “Individual Account Details” and click on the “Create an Account” at the bottom of the page.

d. Fill out the “Personal Information” on the next page and Click “Next” to create your login and password.

e. Once this is completed, an email will be sent to the email address you added in the personal information.

f. Go to your email account and click on the link sent by SAM and log into your SAM account to activate it. Click on the “Done” button. Next, accept the terms and conditions by clicking on the “Accept” button at the bottom of the Page.

2. Register your sole proprietorship in SAM

a. Choose “Register New Entity” under “Manage Entity” on your “My SAM Page”.

b. Select “Business or Organization” as your type of entity.

c. Select “yes”, you want to bid on contracts.

d. “Yes” will automatically be filled in for the question, “Do you want to be eligible for grants and other federal assistance?”

e. “Not Applicable” will be automatically filled in for the question, “Do you want to perform Intragovernmental Transactions (IGT)?”

f. Confirm your data entry and click on the “Next” button.

g. The next screen should show that your “Purpose of Registration” is All Awards.

h. Click on the “Next” button.

3. Entering Core Data--Entering and Verifying DUNS Information

a. Type in your DUNS Number in the DUNS Number field.

b. Enter your D&B Legal Business Name (this is the name that you registered for yourself when you applied for your DUNS Number—ie. John Q. Smith)

c. Enter your address in the DUNS Address Fields. This should be your home address. It must match the address you supplied for your sole proprietorship.

d. Click “Next” at the bottom of the screen. This sends your DUNS information to D&B for validation.

e. Upon successful validation from D&B, you can continue.

f. Once the information you provided has been verified by D&B, you will receive a “side-by-side” screen showing the details you entered compared to the details returned by D&B. If the data is correct, click “Save and Continue”

g. If the data is incorrect, visit D&B website http://fedgov.dnb.com/webform and make necessary changes.

h. If you have received confirmation from D&B that your requested updates were completed over 24 hours ago, and that information is not yet displayed under “Details returned from D&B”, click the “Refresh D&B Data” button found on the “Verify DUNS Information” page.

i. Review and verify your DUNS information.

j. Click “Save and Continue.”

4. Entering Core Data—Business Information Part 1

a. Enter your business start date—use the date you registered in DUNS

b. Enter the date on which your company’s fiscal year ends—use 12/31

c. Skip Company Division Name, Number and URL fields.

d. The congressional district will be pre-filled for you by the system based on your zip code.

e. Create your MPIN. This is an important ID number that you create which will be your password in other databases. You will need to be able to remember this ID. The MPIN must contain nine characters; at least one letter and one number character each. It should not contain spaces or special characters. You may change it at anytime.

f. Your physical address is pre-filled from the D&B address associated with your DUNS. Your physical address is your home address.

g. Enter your business’ mailing address or click “Copy Physical Address” if your mailing address is the same as your home address.

h. Enter the Tax Identification Number (TIN) for your business. Generally, this is your Social Security Number for a sole proprietorship.

i. Click “Save and Continue.”

5. Entering Core Data—Business Information Part 2

a. a.IRS Consent Form—This consent screen allows SAM to validate your TIN with the Internal Revenue Service (IRS). This is a requirement before your registration can be activated.

b. Enter your Taxpayer Name. This may not be the same name as your D&B Legal Name. To find your Taxpayer Name, review your tax statements from the IRS (such as 1099 or W-2 forms). For individuals, it is usually your whole name—John Q. Smith. Please note: if you do not enter your name correctly, activation of your account may be delayed.

c. In the Taxpayer Address field, enter the address that the IRS has on file for you look at your 1099 or W-2. You may click the “Copy Mailing Address” or “Copy Physical Address” buttons to use an address you entered earlier.

d. The “Type of Tax” filed will be pre-filled as Applicable Federal Tax.

e. Enter the most recent year you have filed taxes in the “Tax Year” field.

f. Enter your first and last name in the “Name of Individual Executing Consent”.

g. Enter “CEO” in the “Title of the Individual Executing Consent” field.

h. Enter your MPIN number in the signature field.

i. The date will be pre-filled by the system.

j. Click “Save and Continue”.

6. CAGE and NCAGE Codes

a. The next screen asks if you have a CAGE (Commercial and Government Entity) Code. Select “No” from the drop down list and click on “Save and Continue”.

b. On the next screen, select “No” from the drop down list in response to the question, “Does your entity already have a NCAGE (NATO Commercial and Government Entity) Code?” Only foreign entities are required to have an NCAGE code. Even if you are a foreign born student, you do not need an NCAGE Code. Click on “Save and Continue”.

7. General Information for Business or Organization

a. Skip the Country of Incorporation, State of Incorporation, Company Security Level and Highest Security Level Questions.

b. Skip the questions, “Does your entity qualify as one of the following? (ie Community Development Corporation, Domestic Shelter, etc)”, “Is your business certified as a DOT Disadvantaged Business Enterprise?”and the question concerning Federally Recognized Native American Entity types.

c. Choose “Not Applicable” as an answer to “Is your business/organization one of the following: Foreign Owned and Located, Small Agricultural Cooperative, etc.

d. Choose “For-Profit Organization” as the form of your Business or Organization as defined by the IRS.

e. Choose any of the “Socio-Economic Categories Pick List” if they apply to you.

f. Click on “Save and Continue”.

8. U.S. Federal, U.S. State, U.S. Local, Tribal or Foreign Government Entity: This section should not apply to you. It may not even show up based on your registration.

9. Financial Information

a. Click “No” on whether you are willing to accept credit cards as a method of payment.

b. The Delinquent Federal Debt (DFD) field will be blank unless the Department of Treasury indicates you have DFD.

c. Enter your EFT information. The name of your financial institution will be filled in automatically once you have entered a valid American Bankers Association (ABA) routing number.

d. Provide information about the Automated Clearing House (ACH) department of your back. You need to enter either the Phone Number or Email of the ACH department.

e. Enter your remittance information. This information will be used to mail you a paper check in the event that an EFT transfer does not work. Enter your home mailing address in this field.

10. Executive Compensation

a. Answer no to the executive compensation question.

b. Click on “Save and Continue”.

11. Proceedings

a. Answer “no” to the question concerning FAR 52.209-7 and 52.209-8 unless you have received Federal Contracts with a value greater than $500,000.

b. Select your answer from the drop down box for the next two questions .

c. Click on “Save and Continue”.

12. Information Opt-Out: Please select the option to allow the public to search and view your record. NOTE: Your banking information is treated as sensitive data and will not be displayed to the public regardless of your selection.

13. Entering Assertions

a. Add your NAICS-North American Industry Classification System Code (541990) into the search field and press “search”. Click on the “Add” Button on the bottom of the screen. Then click on “Save and Continue.”

b. Add your PSC -Product Service Code (R497) into the PSC search field and press “Search”. Click on the “Add” Button at the bottom of the screen. Then click on “Save and Continue”.

c. Enter in your World Wide “Total Receipts” as a sole proprietor. This is the average receipts over the last three completed fiscal years working for as a sole proprietor. It could be zero.

d. Enter your “Average Number of Employees”—1.

e. Skip the Location and Industry Specific Size Metrics. Click on “Save and Continue”

14. Electronic Data Interchange (EDI)

a. Select “No” to the first question on the EDI screen, “Do you wish to enter EDI Information for your non-government entity?”

b. Click on “Save and Continue.”

15. Disaster Relief

a. Choose “No” to the question, “Do you wish to enter Disaster Relief Data for your entity.

b. Click on “Save and Continue”.

16. Entering Representations and Certifications

a. Question 1 asks you to identify the person(s) responsible for determining prices offered in bids/proposals. Click on “Add New Person” and Enter your Name and CEO in the “Name” and “Title” fields. Click on Save.

b. Answer “No” to question 2-as the question is not applicable to student services.

c. No action is required for Question 3.

d. Answer “No” to question 4-as the question is not applicable to student services.

e. Click on “Save and Continue”.

f. Follow instructions as they relate to you on question 5.

g. Answer “no” to question 6.

h. Answer “no” to question 7 if you are not currently debarred, suspended, proposed for debarment, declared ineligible for the award of contracts by any federal agency.

i. Read questions 8, 9, and 10 and answer “yes” or “no” as appropriate.

j. Questions 11, 12, 13 and 14 should not appear as they do not apply to sole proprietorships.

k. Answer “no” to question 15.

l. In question 16, it should list your company name and sole proprietorship. If it does not, you should go back to the General Information page of the Core Data Section.

m. Answer question 17.

n. Answer “no” for question 18, 19, 20, 21, and 22.

o. Answer “Entity Name# has not had previous contracts subject to written affirmative action program requirement from Secretary of Labor Regulations.

p. Answer “no” to questions 24 and 25.

q. You should not be required to answer question 26.

r. Question 27 applies to Architect and Engineering Responses, it is not applicable to you.

s. Answer “no” you do not wish to bid on Department of Defense issued or funded contracts. By answering “no”, questions 29-31 will not be applicable.

17. Review Representations and Certifications-The Representations and Certifications page will display the complete FARS, DFARS, and Architect-Engineer provisions language. Be sure to open and review each of the provisions. NOTE: When certifying at the bottom of the page, you are also certifying that you have read each one of these provisions. You will be held responsible as such, so you should open each provision and review it in full text. At the end of the review page, check the box to indicate that you: have read each of the FAR, DFAR and Architecture Engineering provisions, that you attest to the accuracy of the representations and certifications by submitting the certification, and that you understand you may be subject to penalties if you misrepresent your entity in any of their representations or certifications to the government.

18. Points of Contact

a. Enter your name, email, address and phone number for all of the mandatory points of contact for your entity (Accounts Receivable POC, Electronic Business POC, Government Business POC, Sole Proprietorship POC).

b. Click on submit to certify your information is correct.

19. Skip the Dynamic Small Business Search Link and proceed to “Submitting Registration.”

20. Submitting Your Registration—All mandatory data elements must be completed to submit your registration. If you have done this successfully, you will see a green check mark next to each section in the navigation panel on the left side of the screen. Review your registration record in its entirety.

a. Click “Edit” to update any necessary information in the registration.

b. Click “Submit” to certify that the information is correct.

c. SAM will display a confirmation indicating you successfully submitted your registration. You will also receive a confirmation email.

d. PLEASE NOTE: Your record is NOT yet active. Before your SAM registration is active your TIN (taxpayer identification number) will be validated by the IRS and your CAGE Code or NCAGE code is validated or assigned. Both of these validations take a couple of days to one week.

IV. REGISTER IN FEDCONNECT®

For additional registration information, please refer to the FedConnect® Ready, Set, Go publication available at: https://www.fedconnect.net/FedConnect/PublicPages/FedConnect_Ready_Set_Go.pdf

1. Register for Free Account.

a. Go to the website www.fedconnect.net. Click “Register for Free Account” link

2. Fill in the requested information.

a. The email address that you enter on this page will become your FedConnect user ID and will be used for all communication between FedConnect and you.

b. Make sure that any SPAM filters you or your company use are set up to allow communication from the fedconnect.net URL. If not, important notices and alerts might not reach you.

3. Click the Register button.

a. Enter your company’s MPIN.

b. FedConnect will confirm your SAM.gov registration.

· This process normally takes just a few seconds. If your SAM.gov registration is valid and active, FedConnect will create a FedConnect company profile for you, download your address from CCR, and populate preferences such as your SAM.gov -specified NAICS and PSC codes

c. FedConnect will create a personal account for you and make you a FedConnect administrator.

d. Once the registration is complete, you will receive an email notification that the account has been activated.