Attachment 2 - NCAGE And SAM Registration

Attachment 2 - NCAGE and SAM registrationObjectivesAt the conclusion of the presentation you will be able to: Complete the NATO Commercial And Government Entity(NCAGE) enrollment steps to receive a NCAGE Code. Complete the SAM Registration process. Define the difference between an Individual and a Systemaccount Resolve questions about SAM by using the Helpresources available in the application. Contact the Federal Service Desk when unable to resolvequestions using Help resources in SAM.1

Objectives(continued)At the conclusion of the presentation you will be able to: Resolve discrepancies between NCAGE and D&B legalbusiness name. Explain the purpose of the DUNS 4 extension. Define the difference between Mandatory and Optionalfields required for POC information2

Our MissionThe IAE mission is to support a common, secure businessenvironment which facilitates andsupports cost-effective acquisition of, andpayment for, goods and services;effective management of Federal acquisition and assistanceawards; and consistent transparencyinto Federal acquisition and assistance awards.3

Our VisionThe IAE vision is to continue to evolve and integratethe existing shared portfolio of ten electronic systemsused for awarding and administering Federal financialassistance (i.e., grants, loans) and contracts.The largest and most complex of the E-Governmentinitiatives, the IAE works on behalf of the acquisitionand financial assistance communities to save money,be more efficient, reduce burdens on the communitieswe serve, and improve Federal award management.4

What is the System for Award Management (SAM)An online IT system that serves as the centralized and mandatedpoint of registration for entities who wish to contract with or receivefinancial assistance from the U.S. Governmentwww.sam.govSAM is FREE for entities. The Federal Service Desk is the FREEHelp Desk which serves users of SAM (as well as eSRS, FSRS,FBO, CFDA, and FPDS)www.fsd.gov5

Federal Service DeskHours of OperationMonday - Friday 8 a.m. to 8 p.m. ETU.S. Calls: 866-606-8220International Calls: 334-206-7828q q Live Web ChatWebformq Telephoneq Call Back6

What is SAM Register as an entity Register as a government official Representations and Certifications Suspensions and Debarments (Exclusions)oWho must/should register ?oWhen should they register ?ooHow long is the registration good ?Do I need to register to search ?7

Pre-Registration Steps8

Purpose of Registration9

DUNS10

Registering a New Entity11

Registering a New Entity (continued)12

NCAGE and CAGE Code Assignments Users are required to submit a NCAGE Code or a CAGE Code in SAM toregister their entity. NCAGE and CAGE Codes are unique identifiers for entities that dobusiness with and/or seek financial assistance from the U.S. federalgovernment. The following table explains the differences between a NCAGE Code and aCAGE Code:NCAGE CodeCAGE CodeLocation of EntitiesEntities located outside the U.S.and its outlying areas*.Entities located in the U.S. andits outlying areas*.Assigned ByNATO Support Agency (NSPA)Defense Logistics Agency (DLA)Contractor and GovernmentEntity (CAGE) BranchPortal for AssignmentNSPA ePortalSAM* Puerto Rico, Guam, U.S. Virgin Islands, American Samoa, Northern Mariana Islands, Midway Islands,Wake Island, Johnston Atoll, Baker, Howland, and Jarvis Islands, Kingman Reef, Navassa Island, andPalmyra Atoll13

NCAGE and CAGE Code AssignmentsTo receive and report your entity’s NCAGE Code, please visit the NSPAePortal Page: geList.aspxClick here to review instructions on how to receiveand report your entity’s NCAGE Code in SAM.14

NCAGE and CAGE Steps After obtaining a NCAGE/CAGE Code, Non-US Business/Organizations wishingto do business (contracts/grants) with U.S. Government must:1.Confirm that the NCB or NSPA has submitted your correct legal businessname and/or physical address to the U.S. CAGE System by going to theBusiness Identification Number Cross Reference System (BINCS) andenter your NCAGE/CAGE code and click Search.2.BINCS is a public facing search engine for domestic and foreign vendors,suppliers and potential contractors supporting the U.S. federal supplychain and should be used to verify the registration information.3.BINCS is updated within 24-48 hours after U.S. CAGE System hasprocessed the updates to the NCAGE/CAGE registration.4.Verify the information at: NCS/begin search.aspx15

NCAGE and CAGE Questions How can I resolve a difference between the legal business name inDUNS and the NCAGE database.1) The name must match exactly, any difference will result in an error.This includes spaces, dashes, etc. Bassin-Bleu Inc. and BassinBleu Inc. are not the same company, the dash (-) needs to beincluded.2) The DUNS Number links to the corresponding NCAGE Code.3)If the discrepancy is with NCAGE databaseoContact the following address at ncage@nspa.nato.intoContact Mr. Patrice Verlaine at 352 3063 6145 or your POC .4) If the discrepancy is with Dunn & Bradstreet databaseoUse the online webform http://fedgov.dnb.com/webform16

CAGE Code17

SAM Home18

Creating an AccountIndividual vs System accountsUsernamePasswordsForced expirations19

SAM Create User Account20

SAM Account Information21

SAM Log-in Information22

SAM Log-in Error23

SAM Search Records24

SAM Data Access25

SAM General Info26

SAM Help Info27

SAM Help Info (continued)28

MY SAM29

MigratingOh no! I do not know the CCR email address!!! What now? Automated Tool: DUNS number, TIN, ABA Routing Number, andBank Account NumberHelp Desk – certified letter30

Business Information and the MPIN31

IRS Consent Form32

Executive Compensation33

Legal Proceedings34

Opting Out of Public Search35

NAICS Codes36

Representations and Certifications37

Small Businesses38

Size Standards39

Submitting Registration -- Caution40

Point of Contact (POC) InformationBefore your entity registration is complete, you will beasked to provide Mandatory POCs and Optional POCs. The POCs you will be asked to provide have been determinedbased on the answers you provided during the registration process. All Mandatory POCs must be completed before the registrationmay be submitted for certification. The next slide will display a listing of the Mandatory and Optionalfields required for registration.41

POC Information(continued)POC Field NameAccounts Receivable POCEDI POCMandatory / OptionalMandatoryMandatory if business wants to beEDI capableElectronic Business POCMandatoryGovernment Business POCMandatoryParty Performing Certification POCMandatory if you have used a 3rdparty certifier for a small businesscertification.Mandatory if you have enteredproceedings detailsProceedings POCSole Proprietorship POCElectronic Business Alternate POCMandatory if Sole Proprietor hasbeen selected as a business type.OptionalGovernment Business Alternate POCOptionalPast Performance POCOptionalPast Performance Alternate POCOptionalProceedings Alternate POCOptionalMandatory Data ElementsFirst Name, Last Name, Email, and PhoneFirst Name, Last Name, Email, Address, City, Country.,Phone, State/Province (if US or Canada), ZIP/PostalCodeFirst Name, Last Name, Email, Address, City, Country.Phone, State/Province (if US or Canada) and ZIP/PostalCodeFirst Name, Last Name, Email, Address, City, Country.Phone, State/Province (if US or Canada) and ZIP/PostalCodeFirst Name, Last Name, Email, Address, City, Country.Phone, State/Province (if US or Canada), and ZIP/PostalCode.First Name, Last Name, Email, Address, City, Country.Phone, State/Province (if US or Canada), and ZIP/PostalCodeFirst Name, Last Name, Email, And PhoneFirst Name, Last Name, Email, Address, City, Country.,Phone, State/Province (if US or Canada), ZIP/PostalCodeFirst Name, Last Name, Email, Address, City, Country.Phone, State/Province (if US or Canada), and ZIP/PostalCode.First Name, Last Name, Email, Address, City, Country.Phone, State/Province (if US or Canada), and ZIP/PostalCode.First Name, Last Name, Email, Address, City, Country.Phone, State/Province (if US or Canada), and ZIP/PostalCode.First Name, Last Name, Email, Address, City, Country.Phone, State/Province (if US or Canada), and ZIP/PostalCode.42

POC InformationIf you need to update a POC for an active SAM account, thefollowing steps should be helpful:1. An individual will need to be designated as an EntityRegistration Representative.2. An individual can be designated for an agency POC for intragovernmental transactions/federal agency registration.3.4.You may update the POC list.POCs are for reference only and are not necessarily systemusers.43

SAM System Account44

SummaryIn the beginning of the presentation we stated the following objectives: Complete the NATO Commercial And Government Entity (NCAGE)enrollment steps to receive a NCAGE Code. Accurately complete the SAM Registration process. Define the difference between an Individual and a System account. Resolve questions about SAM by using the Help resources available in theapplication. Contact the Federal Service Desk when unable to resolve questions usingHelp resources in SAM.45

Summary (continued)In the beginning of the presentation we stated the following objectives: Resolve discrepancies between NCAGE and D&B legal business name. Explain the purpose of the DUNS 4 extension. Define the difference between Mandatory and Optional fields requiredfor POC information.Have we achieved our objectives ?Thank you for your participation today46

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An online IT system that serves as the centralized and mandated point of registration for entities who wish to contract with or receive financial assistance from the U.S. Government www.sam.gov SAM is FREE for entities. The Federal Service Desk is the FREE Help Desk which serves users of SAM