Before a proposal lists a registration, identifier, business classification, license, or certification, compare it with a current authoritative record and the solicitation in front of you. Treat each item as a fact to verify, not a label to copy from an old capability statement. The solicitation and the organization that issued a credential determine what applies to a particular bid.
Start with the legal entity details. Compare the exact legal business name and physical address in the entity’s SAM.gov record with the supporting business records used for registration. Check that any trade name is identified accurately and that the record belongs to the same legal entity submitting the offer. Resolve a mismatch through the appropriate official process before repeating the information in proposal forms.
Next, check the SAM.gov entity registration itself. Sign in to the entity workspace and confirm the registration is active for the period relevant to the solicitation; note its renewal date and complete any required updates. Review the representations and certifications for accuracy and completeness before submission. A UEI by itself is not proof that a full entity registration is active, so do not describe a registration as active based only on having an identifier. Follow the solicitation’s timing and instructions if it specifies when registration must be active.
Verify the UEI and CAGE code against the current entity record rather than relying on a saved proposal, spreadsheet, or email. Confirm that both identifiers correspond to the same legal entity and that the CAGE information is current in the official SAM.gov or Defense Logistics Agency CAGE records. If a number, name, address, or status does not match, stop and resolve the discrepancy through SAM.gov or the CAGE program instead of guessing which version belongs in the offer.
For NAICS, read the solicitation and note the code assigned to that procurement. Compare the assigned code and work description with the work being proposed, then check the applicable SBA size standard before making a small-business representation. The agency-assigned solicitation code is the starting point for that procurement; a different code in a company profile does not replace it. Follow the solicitation’s instructions and use current SBA guidance when checking size or affiliation questions.
Finally, review every license and certification the proposal will name. Confirm the issuing agency or authorized certifier, the exact business or person covered, the scope of the credential, and its effective and expiration dates. Check whether the solicitation requires a particular credential, jurisdiction, schedule, or proof at proposal time, and make sure the evidence is available. An application, planned renewal, or expired credential is not the same as a current approval; describe only a status the records support.
Keep a short evidence file with the current registration details, identifier checks, applicable size-standard reference, credential records, and the solicitation section that asks for each item. Before release, cross-check the proposal’s names, dates, codes, and status language against those sources. This is general readiness guidance; requirements vary by procurement and jurisdiction. To review current advisory scopes and pricing, visit the pricing page.