Determining your Purpose of Registration

The process you are going to follow to complete your Entity Management registration depends on why you are registering in SAM.  The system will help you determine your purpose of registration by asking you the following questions:

  • What type of entity are you?  To answer this question select the type of entity you are from one of the following choices:
    • Business or Organization
    • US Federal Government*
    • US State Government
    • US Local Government
    • Tribal Government
    • Foreign Government

* This choice will automatically be selected for Federal accounts and is not available for non-Federal users. See SAM Roles and Administrator for additional information about the administrator role and capabilities.

Why are you registering this entity to do business with the U.S. government?

  • I want to be able to bid on federal contracts or other procurement opportunities. I also want to be able to apply for grants, loans, and other financial assistance programs.
  • I only want to apply for federal assistance opportunities like grants, loans, and other financial assistance programs.

Additional choices available to Federal users only:

  • I want to conduct Intra-Governmental Transactions (IGTs) with other U.S. government organizations.
  • I want to conduct IGTs with other U.S. government organizations, bid on federal contracts or other procurement opportunities, and apply for federal assistance opportunities like grants, loans, and other financial assistance programs.
  • I want to conduct IGTs with other U.S. government organizations and apply for federal assistance opportunities like grants, loans, and other financial assistance programs.

Your response to the questions displayed in the  “Determine your Purpose of Registration” page determines what sections of the application are required to be completed for your registration.

  • If you are a non-Federal (e.g. company or sole proprietor) registrant and select that you are interested in being eligible for Grants and Other Federal Assistance but are not interested in Contracts, then you will only need to complete the Core Data and Points of Contact sections in SAM.  In this scenario, SAM marks your registration as being “Federal Assistance Awards Only.”
  • If you are a non-Federal (e.g. company or sole proprietor) registrant and select you are interested in being eligible to bid on Federal procurement opportunities, you will need to complete the Core Data, Assertions, Representations and Certifications and the Points of Contact sections in SAM. By filling out this information, you are automatically eligible to be awarded Grants and Other Federal Assistance.  In this scenario, SAM marks your registration as being “All Awards.”
  • If you are a Federal government registrant and select that you are interested in Intra-Governmental Transactions only (and not interested in Contracts or Grants), then you will need to complete the Core Data, Assertions and Points of Contact sections in SAM.  In this scenario, SAM marks your registration as being “Intra-Governmental Transactions Only.”
  • If you are a Federal government registrant and select that you are interested in Contracts, and you further select that you are interested in Intra-Governmental Transactions, then you will need to complete the Core Data, Assertion, Representations and Certifications and Points of Contact sections in SAM.  By filling out this information, you are automatically eligible to be awarded Grants and Other Federal Assistance.  In this scenario, SAM marks your registration as being “All Awards and Intra-Governmental Transactions.”
  •  If you are a Federal government registrant and select that you are not interested in Contracts but are interested in Grants and Other Federal Assistance and also select that you are interested in Intra-Governmental Transactions, then you will need to complete the Core Data, Assertions and Points of Contact sections in SAM.  In this scenario, SAM marks your registration as being “Federal Assistance Awards and Intra-Governmental Transactions.”

You only need to fill out the sections that are relevant to your purpose of registration in SAM.  The data you fill out in each section will be tailored to your particular type of entity.

  • If you are satisfied with your answers to the purpose of registration questions select “Next” to continue.
  • If you wish to change your answers to the purpose of registration questions select “Previous” to return to the previous screen

Before you continue your Entity Management registration, here is some general information about the registration process:

  • You are able to save your registration at any point during the process as long as you verify and save a valid DUNS Number and/or DoDAAC, Name, and Address.  If you select “Cancel” or leave a page at any time during the registration process, the information entered on that page will not be saved.
  • Incomplete registrations (registrations that have not been submitted) will be deleted from the system after 90 days of inactivity.  You will receive email notices prior to your incomplete record being deleted.
  • On each page, all mandatory fields will be marked with an asterisk (*) or star symbol.  Complete all mandatory fields on each page to continue. All mandatory data must be provided before the registration may be submitted.
  • Definitions can be found by using the content glossary on the right of your screen.  They are also available in Appendix B of this user guide.