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Entering a  N ew Foreign Registration Entering a  N ew Foreign Registration

Entering a N ew Foreign Registration - PowerPoint Presentation

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Entering a N ew Foreign Registration - PPT Presentation

in the System for Award Management SAM for Contracts or Grants with the United States Federal Government This presentation was created by logging in the System for Award Management SAM with Internet Explorer 8 If you are using a different Internet Browser to access SAM such as Google Chrome ID: 803737

continue select information save select continue save information sam question company section answer account add address naics page registration

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Presentation Transcript

Slide1

Entering a

N

ew Foreign Registration

in the System for Award Management (SAM) for Contracts or Grants with

the United States Federal Government

Slide2

This presentation was created by logging

in the System for Award Management (SAM) with Internet Explorer 8. If you are using a different Internet Browser to access SAM, such as Google Chrome, Firefox or another version of Internet Explorer, your screens may appear slightly different.

Slide3

To register in the SAM system, you MUST first

obtain

a DUNS Number.http://fedgov.dnb.com/webform

Data Universal Numbering System (DUNS) is a unique 9-digit number that is administered

by Dun and Bradstreet (D&B) and is a required data element for all registrants in SAM.

Slide4

You MUST obtain an NCAGE Code as well.

You can request an NCAGE by following this link:

https://eportal.nspa.nato.int/AC135Public/scage/CageList.aspx

and follow the instructions to obtain an NCAGE.If you cannot submit this form via the Internet, you can obtain an NCAGE Code by contacting the NCB of the country where your organization is

located. Your country’s NCB contact information can be found at:https://eportal.nspa.nato.int/AC135Public/Docs/US%20Instructions%20for%20NSPA%20NCAGE.pdf

Slide5

Search BINCS to confirm the NCAGE information was received. Some countries may take several weeks to send information

to BINCS. Your registration will NOT process until the information has been received by BINCS.

https://www.logisticsinformationservice.dla.mil/bincs/begin_search.aspx

Slide6

You will receive an email from D&B with your DUNS Number.

After 48 hours you can register this number in SAM.

You will need to create an individual account in the SAM system. Go to www.sam.gov and Select Create an Account.

Slide7

The account type you need is an individual account.

Select Create an Account

.

Slide8

The Asterisk* indicates mandatory information.

The remainder of the information is optional. Select Next.

Slide9

C

reate your ACCOUNT INFORMATION.

Select Next.Once your username is created it cannot be changed.

USERNAME

Must be at least 6 characters.

PASSWORD

Must be at least 8 characters and contain at least one letter, one number and one special character (!@#$%)

Security Questions

Select 3 and you can answer these questions accurately or make up the answers.

Slide10

Select Submit.

A validation email will be sent to the email address listed on the

User Account.

Your country

Slide11

You have successfully created your User Account.

Validate by responding to the validation email

. Select Done.

Slide12

The validation email comes from

notification@sam.gov.

The activation link is the first link in the email andmay not be an active link. If it is not active, copy and pastethe address into your browser address line.

Slide13

Log into SAM to activate your

User Account.

Slide14

Select Done.

Your account will now be activated

and you will be logged into the SAM system.

Slide15

Each time you log into SAM you will be required to

Accept

the Usage Agreement to continue.

Slide16

(1)

Select Register/Update Entity.

(2) Select Register New Entity.

2

1

Slide17

The Registration Overview page describes

the information that you will need

to complete your registration.

Slide18

Indicate your entity type and complete

the drop down menus

. Select Next.

Slide19

SAM has determined your purpose of registration.

You will continue with

the Entity Registration process. Select Next.

Slide20

Enter your DUNS, Legal Business Name and address EXACTLY as you entered it in D&B when you applied for your DUNS number.

Select Next.

Your Country

Slide21

Your Legal Business Name

AND

your address must match exactly in both SAM and NATO.

To View the NCAGE details go to the NATO Web site.

NATO Web site:

https

://

eportal.nspa.nato.int/AC135Public/scage/CageList.aspx

Your address

Slide22

Select Save and

Confirm

if your information matches D&B. If the information from D&B is incorrect, you must contact D&B (703-807-5733 or samhelp@dnb.com) to correct before continuing.

Your company

Your address

Your zip

Your company

Your city

Your state

Your company

Your address

Your zip

Your company

Your city

Your state

999999999

999999999

Your country

Your country

Slide23

You will create an MPIN on this page.

MPIN

Must be exactly 9

characters and contain at least one letter, one number. NO SPACES or SPECIAL CHARACTERS (!@#$%).

Slide24

Complete the mailing section.

Save and Continue.

*Foreign Registrations are NOT required to enter an EIN/TIN.

Leave Blank

Slide25

Select YES, and enter the NCAGE Code. You will then be prompted to answer if

your entity has an Immediate Owner and/or Highest-Level Owner.

If the NCAGE is incorrect, you must contact your

NCB (Pages 6-11):

https://eportal.nspa.nato.int/AC135Public/Docs/US%20Instructions%20for%20NSPA%20NCAGE.pdf

Question 2 will be enabled if vendorselects “Yes” for Question 1.

DUNS:

99999999

NCAGE CODE: ABCD

1

Slide26

Company Security Level and Highest Employee

Security Levels must be selected.

Not Applicable is an option.

Your country

Slide27

Make a choice for entity qualification from the drop down menu.

Not Applicable is an option.

Slide28

Federally Recognized Native American

Entities DO

NOT apply to Foreign Owned and Located Entities. Select Save and Continue.

Slide29

Select the appropriate option from the drop

down menu. Select

Manufacturer of Goods if you manufacture products. Not Applicable is an option.Then answer the other two required questions.

Slide30

Socio-Economic Categories do NOT apply to Foreign Owned

and Located Entities

. Select Save and Continue.

Slide31

Electronic Funds Transfer and Automated Clearing House (ACH) information is NOT REQUIRED for foreign vendors.

Leave

fields blank.

Leave

blank

Leave

blank

NOTE:

Some Foreign

vendors

will have US

Banking

information.

You have

the option to complete this section.

(Only US ABA routing numbers and account numbers may be used)

Slide32

Remittance Address for Foreign registrations is required.

Slide33

If you answer YES to question

1,

you must also then supply the names and salaries of the top five executives in your organization in Section 2. Select Save and Continue.

1

2

Slide34

If you answer YES to question

2,

you must provide a listing of the proceedings in question 3. Select Save and Continue.

1

2

3

Slide35

You may opt to NOT have the entity’s information displayed publicly.

Select Save and Continue.

Slide36

Verify the information is correct on the review

page.

Scroll down to Select Save and Continue.Select Edit to make any changes.

Your company

Your company

999999999

Slide37

1

If you do not know what your NAICS codes are you can search for

them

by going to

http://www.census.gov/eos/www/naics

/.

2

1

Only one Primary NAICS Code is required in SAM.

(1) Enter your NAICS in the Search NAICS box.

(2) Select Search.

Slide38

(1) Select your NAICS

under the search box to highlight it.

(2) Select Add at the bottom of the box. If data does NOT appear in the selected box in the right, see Slide 39.

2

1

You MUST select one as Primary.

Slide39

If nothing happens when you search for

your NAICS try selecting “Compatibility View”.

Tools

 Compatibility View Settings

Type in

www.sam.gov

 Select add.

Slide40

PSC codes are optional. Add the same way as the

NAICS on Slide

37. Select Save and Continue.

Slide41

A valid dollar amount must be entered for your Total Annual Receipts without punctuation-no decimals, commas, or dollar sign. This is a three year average.

Select Save and Continue.

Slide42

Electronic Data Interchange (EDI) is the computer-to-computer exchange of business data in standard formats.

Select Save and Continue.

If you have questions about doing business through EDI, please contact your local Procurement Technical Assistance Center (PTAC).

http://

www.aptac-us.org/

NOTE:

If the answer is Yes to the above question this section needs to be completed.

Slide43

This section is for those contractors wishing to do business with the Federal Government, such as the Federal Emergency Management Agency (FEMA), in the event of a natural disaster.

Select

Save and Continue.

NOTE:

If the answer is Yes to the above questions this section needs to be completed.

Slide44

Verify the information is

correct.

Select Save and Continue.

999999999

Your Company

999999999

Your company

Slide45

For Question 1, you MUST enter one POC.

To add additional people, select

“Add New Person”.If you are unable to add a new person”,

switch to compatibility mode. See Slide 39.

Your name

Your

name

Your name

Slide46

When you select

“Person”

, a text field will open. Add a person’s first and last name and title. Select Close.

Slide47

Select

“Add New Plant/Facility”

to add Plant/Facility at other locations.

Slide48

Make sure to answer every question

as you go through this section.

Your

name

Your

name

Your

name

Your

name

Slide49

Question 17 is a commonly missed question.

The answer to this question is located below

the NAICS code box.

Answer

Slide50

Another commonly missed question is number 23.

Select one of the options.

Your name

Your name

Your name

Your name

Choose

one

Slide51

You

are

NOT required to answer the Architect-Engineer Response questions, if you have not selected the NAICS listed.Select Save and Continue.

Your name

Slide52

The box at the bottom of this page must be checked

Select Save and Continue.

Your name

Slide53

Make sure to enter the first and last name in the proper

boxes.

This MUST be a person’s name, not a title or company name.The registration process will NOT be completed withouta valid individual’s name.

Slide54

If you are entering the same information as you

entered in a previous POC

section on Slide 53,you can select copy from in the drop down box.

Slide55

Make sure

t

o fill out Government POC.

The Government POC must have the ability to enter into contractual agreements with the Federal Government.

DLA CAGE will contact GOVT POC for any questions

Slide56

The OPTIONAL Points of Contact are at the bottom of the page.

You will need to select

“Add Optional POC” to enter additional POC’s other than those listed. Select Save and Continue.

Select each POC type listed

To

add Govt. Bus. or E-Biz Alternate POC’s Select here

Slide57

Expand each of the tabs in the navigation menu to make sure every page is complete. If you Select

each

section, the tab expands and you will see either green checks, grey dots or a red X. The red X or grey dot means that you need to return to that section. If you have green checks on every section,scroll to the bottom of the page. Select Submit.

999999999

Your company

Your company

Look for all green checks

Slide58

After submission, the Congratulations Page should be displayed. If not, go through the previous registration screens to review. Make changes.

Select Submit.

To confirm the status of the registration, Select Print Summary.

Slide59

The Print Summary Page displays a status.

(1) “Submitted”

indicates the record is processing.(2) “Work in Progress” indicates the record was NOT successfully submitted and you will need to (3) Select

Entity Record to review and complete.

Your name

DUNS: 999999999 CAGE: ABCD1

Status: Submitted

Your address

Your city,

Your country

3

1

999999999

Your name

2

99999999

Your name

Slide60

Version 4.0 7.17.2014

.