---
title: "SAM.Gov"
slug: "samgov-1-1"
updated: 2026-10-29T17:03:07Z
published: 2026-10-29T17:03:07Z
canonical: "wiki.cobblestonesoftware.com/samgov-1-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# SAM.Gov

**COBBLESTONE SOFTWARE**

Contract Insight — User Guide

**SAM.Gov**

*Risk Compliance › SAM.Gov*

**Note:** Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

# 1. Overview

A company's Risk Management panel carries a set of SAM.gov fields — **SAM.gov Identifier**, SAM.gov Last Date Check, **SAM.gov CAGE Code**, and **Allow SAM.gov Check** — for tracking that vendor's federal System for Award Management status, screened by the same Administration → **Data Aggregator Service** used for OFAC and Dun & Bradstreet checks.

# 2. Key Elements

- Risk Management panel: **SAM.gov Identifier**, SAM.gov Last Date Check, **SAM.gov CAGE Code**, **Allow SAM.gov Check**
- **Data Aggregator Service** (Administration) screens against SAM.gov debarment alongside OFAC and D&B

# 3. Navigating to the SAM.gov Settings

1. From the Contract Insight homepage, click the **Administration** (settings) icon at the bottom of the left navigation bar.
2. Under **Automation & Data**, click **Data Aggregator Service**.

![Administration page with Data Aggregator Service highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/dnb-01-admin-data-aggregator.png)

1. Click the **SAM.gov** tab.

# 4. Configuring SAM.gov Screening

## 4a. Turning On Company Checks

1. On the **SAM.gov** tab, under **Companies and vendors**, switch **Check companies against SAM.gov** on. While it is off, no company is checked against SAM.gov and no company can be looked up on it.
2. Set **Report a match at** to the minimum % similarity that counts as a match (between 70 and 100). This governs the company-name search when someone looks a company up on SAM.gov.
3. Under **Which fields are compared**, choose the **Field on the record** to use for each item. **Name** is required and is matched loosely; **Street address**, **City**, **State or province**, and **Country** are matched exactly, or can be left as **Not compared**.
4. Click **Save changes**.

![SAM.gov tab with Check companies toggle, Report a match at, compared fields and Save changes highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/sam-02-samgov-tab-settings.png)

## 4b. Choosing Who Hears About Exclusion Changes

1. Scroll to **Who hears about exclusion changes**. Everyone listed here is emailed when SAM.gov changes a watched company's exclusion status.
2. Select an employee from **Choose an employee**, or type any address in **Email address**, then click **Add**. Repeat for each recipient.
3. Scroll back to the top and click **Save changes**.

![Who hears about exclusion changes section with employee list, Email address and Add highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/sam-03-exclusion-change-recipients.png)

# 5. Viewing a Company's SAM.gov Status

1. From the Contract Insight homepage, open the vendor record (for example, **Directory → Vendors / Customers**, then click **Manage** on the vendor's row).
2. Go to the **Finances & Confidence** section (use the **Sections** list on the right to jump to it).
3. Review the **SAM.gov** card. If SAM.gov hasn't been connected, the card reads **Unavailable** with a link to **Data Aggregator Service** for an administrator to set it up.

![Vendor record Finances and Confidence section with the SAM.gov card highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/sam-04-vendor-finances-confidence.png)

# 6. Quick Reference Summary

| Task | How to Complete It |
| --- | --- |
| Open the SAM.gov settings | Administration → Automation & Data → **Data Aggregator Service** → **SAM.gov** tab. |
| Turn on SAM.gov checks | Switch **Check companies against SAM.gov** on → **Save changes**. |
| Set match sensitivity | **Report a match at** (70–100%) → **Save changes**. |
| Choose compared fields | **Which fields are compared** → pick a **Field on the record** for each item → **Save changes**. |
| Notify people of exclusion changes | **Who hears about exclusion changes** → choose an employee or enter an email → **Add** → **Save changes**. |
| See a vendor's SAM.gov status | Vendor record → **Finances & Confidence** → **SAM.gov** card. |