The eight-step SAM.gov playbook a federal buyer expects already done.

1. Owner action
   Step 01

   Choose entity type (LLC vs. corporation) and file the formation document with the state of incorporation.

   Sole-prop / DBA on its own is not the right vehicle for sole-source authority.

2. Owner action
   Step 02

   Apply for an Employer Identification Number (EIN) directly with the IRS — the entity, not the owner, holds it.

   Free, same-day, direct from the IRS portal — never through a paid lookup service.

3. Owner action
   Step 03

   Open a dedicated business bank account in the legal entity name (not the owner name, not a personal account).

   Used for ACH payment and the SAM.gov financial-information section.

4. Owner action
   Step 04

   Capture beneficial-owner identification data for every person with ≥25% ownership or significant control.

   FinCEN BOI reporting reference — keep the data on file even if you are not yet at the BOI filing threshold.

5. Owner input
   Step 05

   Build an SBA Electronic Business Profile (Dynamic Small Business Search record) at SBA Connect.

   Owner supplies the data; can be drafted offline then posted by the owner under their SBA credentials.

6. Owner input
   Step 06

   Pick a mailing address that accepts paper IRS / SBA / SAM.gov correspondence and that a POC can sit at during business hours.

   The address your PSC will route notifications through.

1. Owner action
   Step 01

   Sign in to SAM.gov — create a live-account login under the owner's real identity, NOT a shared inbox or shared mailbox.

   Live person, work-email address, work phone — every identity rule SAM.gov enforces later starts here.

2. Owner action
   Step 02

   Submit the request: legal entity name, physical address, EIN, NCAGE / CAGE if pre-assigned, and the role (public, private, or government).

   The "Role" field controls which registration flows you can submit; pick "Private" for a federal supplier.

3. Owner action
   Step 03

   Save the issued UEI in your records alongside the registration date, the entity name, and the email of record used.

   The UEI is what appears as "Unique Entity ID" on any quote, contract, or capability statement.

4. Owner input
   Step 04

   Confirm whether the CAGE code is auto-assigned with the UEI or whether you must request one separately through the DLA CAGE portal.

   Most private entities get a CAGE paired with the UEI; if not, request via the DLA CAGE portal.

1. Owner action
   Step 01

   Create the SAM.gov account with a live-person identity — work email, work phone, real name of the owner.

   Shared inboxes and role mailboxes will be rejected by later Federal Service Desk checks.

2. Owner action
   Step 02

   Sign in and select "Register Entity" (not just "Get UEI"). Pick the entity purpose code that includes award eligibility.

   The owner confirms the activation-fee tier (federal entities and many purpose codes currently have $0 fee — confirm the live schedule).

3. Owner action
   Step 03

   Complete the core data section: legal name, DBA, physical address, mailing address, taxpayer identifiers, and ownership percentages.

4. Owner action
   Step 04

   Complete the assertions section — every business detail (NAICS, product service codes, place of performance, state of incorporation).

5. Owner action
   Step 05

   Complete reps & certs — appear as Section E in the registration form; the owner agrees three separate times to the FAR clauses.

   FAR 52.212-3, FAR 52.219 family, and any agency-specific addenda the registration form surfaces.

6. Owner action
   Step 06

   Complete the points-of-contact section — Government POC, Electronic Business POC, and at minimum a backup Accounts Receivable POC.

   Every POC must be a real person with a work email and work phone — not a shared mailbox.

7. Owner action
   Step 07

   Complete the financial information section — bank account for electronic payment, TIN/EIN, and same-day ACH authorization.

   Bank details are entered by the owner directly into SAM.gov — this site does not touch them.

1. Owner action
   Step 01

   Read FAR 52.212-3 paragraph by paragraph; flag any clause the entity cannot affirm with no qualifier.

   Unauthorized commitments, Buy American Act, trade agreements, and small-business status are the load-bearing clauses.

2. Owner action
   Step 02

   Answer every reps-and-certs prompt in the SAM.gov registration form, including FAR 52.219 small-business set-aside statuses.

   Each affirmative is dated and tied to the entity; later changes require a registration update, not a back-edited form.

3. Owner action
   Step 03

   Confirm small-business status by NAICS size standard — the owner verifies against the latest SBA size table.

   Receipt of a size-standard letter is NOT automatic; the owner pulls the live table from the SBA link below before affirming.

4. Owner input
   Step 04

   If pursuing WOSB / EDWOSB / veteran / HUBZone, accept the program-specific clauses and attest to ownership & control.

   Federal classification (subchapter S, joint venture, etc.) is owned by an SBA program certifying official, not self-issued.

5. Information
   Step 05

   Document the date of every affirmation in the entity compliance file — buyer-side auditors routinely cite the affirmation timestamps.

1. Owner action
   Step 01

   Confirm primary NAICS = 423210 (Furniture Merchant Wholesalers) — matches GSA SIN 71 II A office-furniture authority.

2. Owner action
   Step 02

   Confirm secondary NAICS = 424130 (Industrial & Personal Service Paper Merchant Wholesalers) — matches GSA SIN 75-200 office-products authority.

   Order paper, towel, tissue, breakroom stock; this lane is the recurring revenue base.

3. Owner input
   Step 03

   List 423850 (Janitorial Equipment Merchant Wholesalers) and 423840 (Industrial Machinery Merchant Wholesalers) as additional NAICS.

   Optional lanes — include on the registration but do not lead with them on quotes.

4. Owner input
   Step 04

   Pick a Product Service Code (PSC) / Federal Supply Class only when the KO requests it; do not pre-fill for general registration.

   The right PSC unblocks a category the KO is routing to — selecting the wrong one hides the firm from search.

5. Owner action
   Step 05

   Verify the SBA size standard for each NAICS at the date of registration — owner to confirm against the live SBA table.

   Size standards are revenue-or-employee thresholds that change over time; this page intentionally does NOT quote a number.

1. Owner action
   Step 01

   Enter the Government Business POC — must be a real person receiving notices the federal buyer sends.

   Owner to populate (placeholder shown below).

2. Owner action
   Step 02

   Enter the Electronic Business POC — the same account owner who manages the SAM.gov login.

   Owner to populate (placeholders align with the email of record).

3. Owner input
   Step 03

   Enter the Past Performance POC only if the owner wants CPARS / past-performance emails routed to one specific inbox.

   Optional — defaults to the Government Business POC if left blank.

4. Owner input
   Step 04

   Enter the Accounts Receivable POC — receives payment confirmations from the federal disbursing office.

5. Information
   Step 05

   Use "Owner to populate" placeholders for any POC the owner has not yet filled; never fabricate values before confirmation.

1. Owner action
   Step 01

   Submit registration from the "Validate & Submit" tab — SAM.gov performs the pre-flight checks then queues the record for processing.

2. Owner action
   Step 02

   Respond to any Federal Service Desk validation request inside SAM.gov — every issue raises a notice in the entity message center.

   Three working days is the typical reply window; longer gaps may stall activation.

3. Owner action
   Step 03

   Watch the email of record for the activation email — once received, the entity is searchable on SAM.gov and award-eligible.

4. Owner action
   Step 04

   Save the registration expiration date (12 months from activation) in the entity compliance file.

   The renewal window opens ~60 days before expiration, per SAM.gov policy.

5. Information
   Step 05

   Capture the SAM.gov registration record image — PDF the active record so the buyer can see exactly what was affirmed.

   Optional but recommended for capture management.

1. Owner action
   Step 01

   Note the renewal date in the entity compliance file — same calendar date, one year from activation.

2. Owner action
   Step 02

   Check the renewal email from SAM.gov that arrives ~60 days before expiration, then log in to confirm the auto-populated fields.

3. Owner action
   Step 03

   Refresh core data, assertions, reps & certs, and points-of-contact during the annual update window.

   Don't just resubmit — re-read FAR 52.212-3; clauses do change year over year.

4. Owner action
   Step 04

   Resubmit before the expiration date — any contract that gets a payment request against an expired record is delayed until reactivation.

5. Information
   Step 05

   If a federal program office (HHS OSDBU, VA OSDBU, etc.) publishes its own renewal touchpoints, follow them in addition — owner to confirm the live URLs and surface them on this page when known.

Final reminder

1. Line 01The owner of record completes every step tagged "Owner action" personally. No third party — including the operator of this site — knows the SAM.gov password, MPIN, or 2FA codes.
2. Line 02This page lists the steps Quill Match Enterprise is positioned to take once the owner acts. It does NOT represent Quill Match Enterprise as currently registered with SAM.gov, SBA-certified, or legally formed. The owner confirms each status row in writing before it is published.
3. Line 03No credentials, financial data, or personal identifiers are collected on this page or via any form on the site. Submission, validation, and renewal happen directly in the official SAM.gov / IRS / SBA / DLA portals linked below.