What information does the client need to register their entity in SAM?
Depending on the type of registration they need, categories of information needed may include the following:
Core Data – Includes, but is not limited to, an entity’s DUNS and/or DoDAAC, name, address, CAGE or NCAGE code*, taxpayer or employer ID numbers (TIN or EIN), general information, financial information, and details about any proceedings in which the entity may currently be involved. Core Data is mandatory for all registration types.
Assertions – Includes, but is not limited to, data about the types of goods and services the entity provides, the entity size, NAICS Codes, optional Electronic Data Interchange (EDI) and disaster-relief data.
Representations and Certifications – Details related to an entity’s small business status, responses to commonly used Federal Acquisition Regulation (FAR) and Defense Federal Acquisition Regulation Supplement (DFARS) provisions/clauses, and Architect-Engineer Responses (SF330 Part II).
Points of Contact (POC) – Types include, but are not limited to, contacts for accounts receivable, electronic business and government business. POC information is mandatory for all registration types.
Before you start their registration, please be sure you also have gathered the following information:
- Data Universal Numbering System (DUNS) number from Dun & Bradstreet, and the name and address associated with that DUNS
- Taxpayer Identification Number and the name associated with that TIN (from your W-2 or W-9)
- Contractor and Government Entity (CAGE) Code, if you already have one (if you don’t, one will be assigned to them during registration)
- Electronic Funds Transfer information, such as their financial institution’s ABA Routing Number and your account number, along with the bank phone or fax number
You will be unable to submit their registration online unless all the mandatory information is provided.