A screen-by-screen walkthrough of the federal entity registration that opens every contract opportunity.
Prime contracts, subcontract flow-downs, grants, cooperative agreements, and most agency assistance programs.
10 business days for IRS validation. Add 3–7 days if there are name, address, or TIN mismatches. Plan for 4 weeks to be safe.
Exact legal entity name, physical address, EIN/TIN, and date of incorporation — must match IRS records exactly.
Your primary NAICS plus 3–5 secondary codes. These determine which solicitations you see.
Bank account and routing number for Electronic Funds Transfer (EFT). This is how the government pays you.
Names, titles, and emails for Electronic Business POC, Government Business POC, and Past Performance POC.
"Acme LLC" vs "Acme, LLC." One comma triggers an IRS validation failure and an extra 7–14 days. Always copy from your CP-575 letter.
A PO Box won't work — SAM requires a physical address. The address must match what you have on file with the IRS.
SAM expires every 365 days. Expired registrations make you invisible to agencies overnight. Calendar the renewal 60 days before expiry.
Store these in your capability statement, proposal templates, invoicing system, and CRM. They're cited on every federal document going forward.
Your Dynamic Small Business Search profile is auto-populated from SAM. Log in, complete the optional fields, and add a capability narrative.
Add a calendar reminder for 60 days before expiry. Block 2 hours to re-review Reps & Certs against any updates.
With your UEI active, you can save searches in SAM.gov for your NAICS codes and start receiving relevant solicitation alerts.