The health report in a counseling session: how a counselor uses the free check with a client

The free health check has one field, Business name or UEI: the legal name as it is registered, or the UEI, the 12-character ID SAM.gov gave the business. Run a free health check reads the public SAM.gov record, checks status and dates, and builds the report. When several entities match a name, the page lists the matches, says how many SAM.gov found, and lets you pick one or add a word to narrow the list.

The check runs on a daily allowance of SAM.gov lookups. When the day's lookups are used up, or SAM.gov is not answering, the page says so and offers to email the report when lookups open again, usually the next day. You leave an address, and the page answers: Queued. We'll email you the report.

The report is headed Public SAM.gov health check, with the entity's name, its UEI and CAGE code glossed, and the day the record was read. What the record says lists the findings, most important first, each in words and each with a color. Red is something blocking or likely to block, such as an expired registration, a status that is not active or an exclusion entry. Amber is a date approaching or something missing that will matter at renewal. Green means nothing on the public record needs attention today, and blue is information worth knowing. When the status word and the color disagree, a line above the fold says which item made it so.

What to do next gives each finding its step, Record details holds the addresses, codes and contacts the public tier shows, and the foot of the card says the report is a rules-based check of public SAM.gov data and contains no AI-generated text. With a paid renewal letter on the table, the report shows the real expiration date from the public record, which is usually the whole conversation.

When the record cannot be found, the report says it searched the public tier of SAM.gov and found no public record, and gives the two explanations the public data cannot tell apart: there is no public registration record, or the entity opted out of public display. It adds that a new registration may not show yet. It never labels a business unregistered, so a client who has just submitted is offered the watch list for that UEI rather than a verdict.

What this report can and cannot tell you says it plainly. Not in the public record, so not in the report: a registration or renewal still in review, the certification answers, tax and bank details, size status, and anything inside the SAM.gov account. Under the business types it says they are as listed on the record, and that Firmenza never suggests a size status or socioeconomic category.

Those are the questions a client brings to you. Ask Firmenza, the AI assistant on every page, is built to decline questions about a specific business, such as size status, affiliation or a certification: it explains what the term means, then refers the question to you, an attorney or the client's local APEX Accelerator, SBDC or SCORE chapter. The card just below this post names the same offices.

From Share, print, or save this report: copy the link, email it, print it or save it as a PDF, and add the expiration date to a calendar. With a free account, the registration can go on a watch list that re-reads the public record and emails reminders before the expiration date, and Who else gets reminders lets the client add up to three more people, each confirming by email first.

Our guide on what the health report checks lists every finding, our guide on the free help that already exists says which question belongs to which office, and our guide on letting someone help says what a helper can and cannot do for a client. Firmenza's page for counselors adds the guides to hand to a client and the wording of a link to the free check.