About SAM Trading Partner Profile
The Manage SAM Trading Partners page displays general information about each UEI (unique entity identifier) associated with a trading partner.
From the Manage SAM Trading Partners page, you can click the Unique Entity Identifier link to view the trading partner’s profile and review additional details. All the information displayed on the profile page is read-only and you can’t update the information from the profile page.
The following table describes the navigation elements in the header of the profile page:
| Click... | To... |
|---|---|
| Up Arrow | Navigate back to the Manage SAM Trading Partners page. |
| Left Arrow |
Access the SAM trading partner profile page of the previous record on the Manage SAM Trading Partners page. The left arrow is disabled if you are on the trading partner profile page of the first record. |
| Right Arrow |
Access the SAM trading partner profile page of the next record on the Manage SAM Trading Partners page. The right arrow is disabled if you are on the trading partner profile page of the last record. |
The trading partner’s general information appears on the left pane of the profile page. The following table describes the information displayed on the left pane:
| Field | Description |
|---|---|
| <Status> |
The status of the trading partner based on the SAM extract code value. The status is displayed as:
|
| <Avatar> | The trading partner’s avatar that's derived from the initials of the legal business name. The avatar contains a maximum of 3 characters. |
| <Legal Business Name> | The trading partner’s legal business name. |
| Entity URL | The trading partner’s web address. Click the link to open the web address in a new window. |
| Physical Address | The trading partner’s physical address. |
| Unique Entity Identifier | The trading partner’s unique entity identifier (UEI). |
| EFT Indicator | The trading partner’s EFT indicator. |
| Purpose of Registration | The trading partner’s purpose of registration in SAM. |
| <No Public Display> |
Displays "Public Registration" if the user authorized the trading partner’s public registration data to be included in the SAM public search results. Displays "Not a public registration" if the user didn't authorize the trading partner’s public registration data to be included in the SAM public search results. |
| <Debt Subject to Offset> | Indicates if the entity has delinquent debt subject to offset. |
Detailed information about the trading partner is displayed in the following tabs:
General
| Field | Description |
|---|---|
| Legal Business Name | The trading partner’s legal business name. |
| Doing Business as Name | The trading partner’s doing business as name. This is the name under which the trading partner does business. |
| Taxpayer Name | The name of the entity used for TIN validation. This name must match exactly what the IRS has on file and may be different than the Legal Business Name. |
| Tax Identifier Number/Social Security Number | The 9-digit tax identifier number or social security number assigned to the trading partner. |
| CAGE/NCAGE Code | The Commercial and Government Entity (CAGE) Code assigned to the trading partner. The CAGE Code is a 5-character identification number that identifies companies that do or want to do business with the federal government. CAGE Codes that are used internationally as part of the NATO Codification System (NCS) are called NCAGE Codes. All foreign entities must provide an NCAGE Code. |
| Entity Structure | The trading partner’s entity structure, for example, sole proprietorship, US Government entity, international organization, and so on. |
| Division Name | The trading partner’s division name. |
| Division Number | The trading partner’s division number. |
| DoDAAC | The Department of Defense Activity Address Code assigned to the trading partner. This code has the characters DOD followed by the trading partner’s 6-digit DoDAAC number, for example, DODABC1YZ. |
| Agency Business Purpose | The trading partner’s business purpose, for example, Buyer and Seller. |
| Source | The source for the SAM data, for example, Federal Agency, General Services Administration. |
| Registration Expiration Date | The date on which the trading partner’s SAM registration expires. |
| Activation Date | The date on which the trading partner’s SAM registration was activated. |
| SAM Record Last Updated Date | The date on which the trading partner’s SAM record was last updated. |
| SAM Record Last Imported Date | The date on which the trading partner’s SAM record was last updated by the Import SAM Trading Partner Information process. |
| HQ Parent UEI | The UEI for the trading partner’s headquarter parent. |
| Ultimate Parent UEI | The UEI for the trading partner’s ultimate parent. |
| Average Number of Employees | The average number of employees employed by the trading partner. |
| Average Annual Revenue | The trading partner’s average annual revenue. |
| Marketing Partner Identification Number | The trading partner’s 9-digit MPIN or Marketing Partner Identification Number. |
| Exclusion Status | Indicates whether the trading partner has an exclusion record. |
Addresses and Contacts
| Field | Description |
|---|---|
| Physical Address | The trading partner’s physical address. |
| Mailing Address | The trading partner’s mailing address. |
| Accounts Payable Address | The trading partner’s accounts payable address. |
| Remittance Contact and Address | The trading partner’s remittance contact and address. |
| Accounts Receivable Contact | The trading partner’s accounts receivable contact information. |
Goods and Services
| Field | Description |
|---|---|
| Business Type | The type of business the trading partner is engaged in as defined in SAM. |
| North American Industry Classification System (NAICS) | The trading partner’s NAICS codes as defined in SAM. |
| Product Service Code/Federal Supply Code | The trading partner’s PSC/FSC codes as defined in SAM. |
| Small Business Administration Type (Expiration Date) | The trading partner’s SBA (small business administration) type and the expiration date. |
Financial Information
| Field | Description |
|---|---|
| Financial Institute/Bank | The name of the entity’s bank or other financial institution. |
| Account Number | The entity’s financial account number. |
| Routing Number | The entity's American Banker's Association (ABA) Routing Number. This number must correspond to the name of the financial institute. |
| Account Type | The entity's financial account type. "C" indicates a Checking account and "S" indicates a Savings account. |
| Lockbox Number | The entity's lockbox number. This number is assigned by the financial institute. |
| Authorization Date | The effective date of the entity's EFT account authorization. |
| EFT Waiver | Indicates whether banking information is required for the entity. "Y" indicates Yes, "N" indicates No, and "F" indicates a Foreign Entity. |
| Accounting Station | Accounting Station (Fiscal Station Number) is a six-digit number that identifies the activity that's responsible for performing the official accounting and reporting for the funds. |
| Can be paid by credit card | Indicates whether the trading partner is willing to be paid by a Government credit card. "Y" indicates Yes and "N" indicates No. N is the default value. |
| ACH U.S. Phone | The phone number of the Automated Clearing House (ACH) if it's located in the US. |
| ACH Non-U.S. Phone | The phone number of the ACH if it's located outside of the US. |
| ACH Fax | The fax number of the ACH. |
| ACH Email | The email address of the ACH contact. |
| Agency Location Code | The trading partner’s Agency Location Code. The Agency Location Code is used to identify accounting reports and documents prepared by or for agency accounting stations and disbursing offices. The Agency Location Code is provided by the treasury STAR system. |
| Disbursing Office Symbol | The unique symbol assigned by the Treasury IPAC system for the disbursing office. The disbursing office has a relationship to the agency location code. |
| Merchant ID 1 | The number assigned to the trading partner by the bank that processes the trading partner’s credit card receipts. The Merchant ID number is similar to a routing number. This field is for government use only. |
| Merchant ID 2 | An alternate ID to Merchant ID 1 that's used if the registering entity has two routing numbers (uses both banks). This field is for government use only. |
| Department Code | The Agency/Department code derived from the Treasury Index. |
Business Unit Assignment
| Field | Description |
|---|---|
| Business Units | The business units assigned to the trading partner. |