Complete SAM.gov Registration Checklist for 2024

Introduction

This checklist is designed to help businesses navigate the SAM.gov registration process efficiently and accurately. Use it to ensure you have all the necessary information and documents before beginning your registration.

Before You Begin

Before starting your SAM.gov registration, make sure you have the following:

• A Login.gov account (required for SAM.gov access)
• Your Taxpayer Identification Number (TIN) or Employer Identification Number (EIN)
• Your business's legal name and physical address
• Your business's bank account information for Electronic Funds Transfer (EFT)

International businesses will also need:

• NATO Commercial and Government Entity (NCAGE) Code
• Foreign tax identification number

Required Information Checklist

Business Information

• Legal business name
• Doing Business As (DBA) name (if applicable)
• Physical address
• Mailing address (if different from physical address)
• Business start date
• State of incorporation
• Type of organization (corporation, partnership, sole proprietorship, etc.)
• Primary NAICS code and additional NAICS codes that apply to your business

Financial Information

• Bank routing number
• Bank account number
• Bank account type
• Bank name
• Bank phone number

Points of Contact

You'll need to designate the following points of contact:

• Electronic Business Point of Contact (E-Business POC)
• Electronic Business Alternate POC (optional but recommended)
• Government Business Point of Contact
• Government Business Alternate POC (optional but recommended)

For each POC, you'll need:

• Full name
• Title
• Email address
• Phone number
• Address

Registration Process Checklist

Step 1: Create Login.gov Account

• Go to Login.gov and create an account
• Set up two-factor authentication

Step 2: Create SAM.gov Account

• Go to SAM.gov and click "Sign In" using your Login.gov credentials
• Accept the terms and conditions
• Create a SAM.gov profile

Step 3: Start Entity Registration

• Click "Register Entity" under the "Register" section
• Select "Start Registration"
• Answer the purpose of registration questions

Step 4: Complete Core Data Section

• Enter business information
• Enter business start date and fiscal year end close date
• Enter CAGE or NCAGE code (if you have one; otherwise, one will be assigned)
• Enter TIN/EIN information
• Enter financial information for EFT
• Enter executive compensation information (if applicable)
• Enter proceedings details (if applicable)

Step 5: Complete Assertions Section

• Enter goods and services information (NAICS codes)
• Enter size metrics (revenue and employee count)
• Enter Electronic Data Interchange (EDI) information (if applicable)
• Enter disaster relief information (if applicable)

Step 6: Complete Representations and Certifications

• Complete FAR responses
• Complete DFARS responses (if applicable)
• Complete architect-engineer responses (if applicable)
• Complete size metrics for each NAICS code

Step 7: Complete Points of Contact

• Enter POC information for all required contacts

Step 8: Submit Registration

• Review all information for accuracy
• Submit registration
• Note your SAM.gov registration number

Post-Submission Checklist

• Check email for confirmation of submission
• Monitor status of registration through SAM.gov
• Respond promptly to any requests for additional information
• Set a reminder for annual renewal (at least 45 days before expiration)

Common Issues and Solutions

TIN/EIN Validation Issues

Ensure your business name and address exactly match what's on file with the IRS.

CAGE/NCAGE Code Issues

International businesses should obtain their NCAGE code before starting SAM.gov registration. Ensure information matches exactly across all systems.

Bank Account Validation

Double-check all banking information. Errors here can cause significant delays in payment processing.

Conclusion

This checklist should help you navigate the SAM.gov registration process successfully. Remember that registrations must be renewed annually, so set a reminder to begin the renewal process at least 45 days before expiration.

For personalized assistance with your SAM.gov registration, contact our team of experts who can guide you through the entire process.