How to register on every portal and platform

Before you start

• Your legal business name and physical address, exactly as on your formation documents and IRS records
• A US Employer Identification Number (EIN). Entities outside the US need an NCAGE code first
• A Login.gov account (e-mail, password and two-step verification)
• A bank account for electronic payments (routing and account number)
• Your NAICS codes: the industry codes for what you sell
• The names and e-mails of the people who will be your points of contact

Steps

1. 1
   Create a Login.gov account

   Sign in to SAM.gov with it. Use an e-mail address you will keep: renewal reminders and notices go there.

2. 2
   Choose "Register entity"

   Pick the full registration for all awards. A Unique Entity ID alone is enough for sub-awards, but not to bid on and win federal contracts yourself.

3. 3
   Validate your entity

   Enter your legal name and physical address exactly as on your official documents. If the validation service cannot match them, it asks you to upload documents, such as your articles of organization and an IRS letter. A mismatch is the most common cause of delay.

4. 4
   Core data

   EIN, entity type, fiscal year end and your bank details for electronic payments. The EIN is checked against IRS records (TIN match), which takes a few days; you receive an e-mail when it passes.

5. 5
   Assertions

   Your NAICS codes and, when asked, size information such as employees and revenue. Choose codes for work you really do: they decide which small-business set-asides you qualify for.

6. 6
   Representations and certifications

   Answer the FAR questions (and DFARS for defense). Read each one: they are legal statements made to the US government.

7. 7
   Points of contact

   Add at least an E-Business and a Government Business point of contact: real people who will answer.

8. 8
   Submit and wait for "Active"

   After validation and the IRS check, a CAGE code is assigned and the registration becomes Active. SAM.gov tells you by e-mail.

Before you start

• A GOV.UK One Login account
• Your company registration: Companies House number for UK companies, or the number from your home country’s register
• Your VAT number, if you have one
• Your directors and persons with significant control (owners of more than 25%): names, nationality, dates of birth
• Your financial year end and, if you have them, your accounts
• Any qualifications or trade memberships you really hold

Steps

1. 1
   Sign in with GOV.UK One Login

   Create the account with the e-mail you use for tenders.

2. 2
   Register your organisation as a supplier

   Choose supplier, not buyer, then say whether you are on Companies House or another register.

3. 3
   Basic information

   Legal form, the law that governs your organisation, whether you are an SME, contact details, website and VAT.

4. 4
   Connected persons

   Add every person with significant control and anyone else who controls or influences the organisation. The form tells you which types it needs.

5. 5
   Exclusion grounds

   Answer the mandatory and discretionary exclusion questions honestly. A "yes" does not automatically exclude you: you can explain what you have done about it.

6. 6
   Financial information

   Your financial year end and whether your accounts are audited. A young company with no income yet can say so.

7. 7
   Qualifications and trade assurances

   Add only those you really hold.

8. 8
   Generate a share code

   When every section is complete, generate a share code. You give it to the buyer when you bid; it lets them read your supplier information.

Before you start

• Your company details and registration number
• A contact person and e-mail address
• Your VAT number, if you have one

Steps

1. 1
   Register as a company

   Choose the bidder (company) registration and confirm your e-mail address.

2. 2
   Complete the company profile

   Address, registration and contact details. Buyers see these when you take part.

3. 3
   Find notices and save them

   Search by keyword or CPV code and add interesting notices to your list, so you receive any changes and answers to questions.

4. 4
   Download the tender documents

   Read the award criteria, deadline and whether a site visit is needed.

5. 5
   Submit through the platform

   Upload your offer with the platform’s bidding tool before the deadline. Many German tenders accept submission in "Textform" without a qualified signature; the notice says which form is required.

Before you start

• Your SIRET (French companies) or the registration number from your own country (foreign companies)
• Your legal form and activity code (APE/NAF in France; foreign companies pick the closest activity)
• A contact person and e-mail address
• For submitting: an electronic signature certificate (eIDAS qualified) if the buyer requires one

Steps

1. 1
   Create a company account on PLACE

   On marches-publics.gouv.fr, open the company area and create an account. A company established outside France chooses that option and enters its own national registration number.

2. 2
   Create an account on Marchés Sécurisés

   marches-securises.fr is used by many local authorities that are not on PLACE. Create an identifier (login) with your company details.

3. 3
   Set up alerts

   Both platforms send e-mail alerts by keyword, type of contract and region.

4. 4
   Download the consultation file (DCE)

   It holds the rules (RC), the technical specification (CCTP) and the administrative clauses (CCAP).

5. 5
   Prepare the application forms

   DC1 and DC2, or the DUME (European single procurement document), which most buyers accept.

6. 6
   Sign and submit

   Upload before the deadline. The RC says whether an electronic signature is required, often only for the winning bid.

Before you start

• An EU Login account
• Your legal name, address, registration number and legal form
• Your VAT number, or the fact that you are not VAT registered
• The answers for the SME self-assessment (staff, turnover, ownership)

Steps

1. 1
   Create an EU Login account

   Use the e-mail address you use for tenders.

2. 2
   Check you are not registered already

   Search the register of organisations by name or VAT number to avoid a duplicate.

3. 3
   Register your organisation

   Choose "Register organisation" and fill in the legal data. If you are not VAT registered, select that VAT is not applicable.

4. 4
   SME self-assessment

   Answer the questions; they declare whether you are an SME.

5. 5
   Receive your PIC

   The 9-digit Participant Identification Code identifies your organisation in every tender and grant.

6. 6
   Validation, when asked

   The Commission asks for supporting documents only when you are in a grant or contract procedure. Answer quickly: the procedure waits for it.

Before you start

• Your company registration certificate
• Address, contacts, year established and number of employees
• The UNSPSC codes for what you sell
• Your ownership structure
• For higher levels, asked by some agencies: financial statements, bank details and reference letters from real clients

Steps

1. 1
   Create a supplier account

   Register as a supplier with your company e-mail address.

2. 2
   General information and contacts

   Legal name, registration, address, contacts and company size.

3. 3
   Geographical scope

   The countries where you can deliver. Remote services can usually be delivered worldwide.

4. 4
   UNSPSC codes

   Choose the codes for what you really sell, for example software and web development services. Agencies search suppliers by these codes.

5. 5
   Choose UN organisations

   Select the organisations you want to register with. Each one reviews and accepts your registration separately.

6. 6
   Declaration

   Read and accept the UN Supplier Code of Conduct and the declaration.

7. 7
   Higher levels, when an agency asks

   Some organisations ask for Level 1 or Level 2 information: documents, financial statements, references. Upload them in your UNGM account.

Before you start

• For Moroccan companies: ICE, RC, tax identifier (IF) and CNSS number
• An electronic signature certificate, for example from Barid eSign, to submit electronic bids

Steps

1. 1
   Search notices

   Searching and reading notices needs no account.

2. 2
   Register the company

   Create the company account in the companies area of the portal.

3. 3
   Get an electronic certificate

   Order it from a certification authority such as Barid eSign and install it on the computer you will submit from.

4. 4
   Download the tender file (DAO)

   Read the rules, the technical specification and the price schedule.

5. 5
   Prepare the three files

   Administrative file, technical file and financial offer, in the order the rules ask for.

6. 6
   Submit before the deadline

   Sign with your certificate and upload electronically before the session date.

Before you start

• A complete Freelancer profile with your skills
• A verified payment method and identity, which clients trust more

Steps

1. 1
   Complete your profile and skills

   PursuitRadar finds the projects Freelancer matches to your skills, so keep them accurate.

2. 2
   Create a Personal Access Token

   On Freelancer: Settings → Developer → create a Personal Access Token. It lasts 30 days.

3. 3
   Connect it in PursuitRadar

   Settings → Automation → Freelancer.com: paste the token. It is checked with Freelancer and stored encrypted.

4. 4
   Set your rules

   Minimum fixed budget, minimum hourly rate, delivery days, bids per day, minimum proposal quality, and the name to sign bids with.

5. 5
   Choose automatic or manual

   Off: proposals are prepared and you bid yourself. On: at every check for new projects (every 20 minutes by default, adjustable), projects that meet your rules get a proposal and a bid through Freelancer’s official API.

Before you start

• A complete Guru profile
• Identity verification on Guru (required for API access)

Steps

1. 1
   Complete your profile and verify your identity

   Guru issues API keys only to verified accounts.

2. 2
   Create your API keys

   On Guru: Edit Account → APIs. You receive a client key and a client secret.

3. 3
   Connect them in PursuitRadar

   Sources → Guru: client key, client secret and the country of your Guru account.

4. 4
   Review matched jobs

   PursuitRadar lists the jobs Guru matches to your skills and prepares proposals. You send the quotes yourself on Guru.

Before you start

• Your private alert address: PursuitRadar → Sources → Your alert address
• Your account on each platform, with e-mail alerts switched on

Steps

1. 1
   Copy your alert address

   Sources → Your alert address. It belongs to your workspace only; you can replace it at any time.

2. 2
   Turn on alerts on each platform

   Upwork: saved searches with e-mail alerts. Mostaql and Khamsat: notifications for new projects in your categories. Guru, Codeur, PeoplePerHour, Malt, LinkedIn and Indeed: job or project alerts. They arrive in your usual mailbox.

3. 3
   Forward them with one rule

   Gmail: Settings → Forwarding and POP/IMAP → add your alert address, confirm it (the confirmation link appears in PursuitRadar), then create a filter with the from:(…) search PursuitRadar gives you and choose "Forward it to". Outlook: a rule "From contains" those domains → "Forward to" your alert address.

4. 4
   Let PursuitRadar read them

   Within minutes, each alert becomes an opportunity: deduplicated, qualified and routed to the right brand. Only e-mails from these platforms are read.

5. 5
   Reply on the platform

   PursuitRadar prepares the proposal (in Arabic for Mostaql and Khamsat); you paste it and submit on the platform yourself.

Before you start

• Google Chrome
• Your PursuitRadar account

Steps

1. 1
   Install the extension

   Open it on the Chrome Web Store (the official site link above, or Settings → Extension in PursuitRadar) and click Add to Chrome.

2. 2
   Pair it with your workspace

   Settings → Extension shows a pairing code; enter it in the extension.

3. 3
   Capture a page

   On a project, job or tender page, open the extension and capture it. It is qualified and routed like any other opportunity.

4. 4
   Prepare a reply

   Ask for a proposal from the extension, review it, then paste it into the platform and submit it yourself.

Before you start

• A company e-mail address on your own domain
• Services, minimum project size and hourly rate
• Real projects for the portfolio
• Real clients willing to give a review

Steps

1. 1
   Create the company profile

   Clutch: through its vendor portal. Sortlist: create an agency profile. Use your company e-mail address.

2. 2
   Describe your services honestly

   Services, focus, minimum project size, hourly rate and team size, as they really are.

3. 3
   Add your portfolio

   Only projects you delivered, with what you did.

4. 4
   Ask clients for reviews

   Clutch collects verified reviews from your clients through its own process. Invite clients who agreed to review you.

5. 5
   Answer briefs quickly

   Sortlist sends briefs that match your profile; speed of answer matters.