System for Award Management Non Federal User Guide v2

System For Award Management Non Federal User Guide V2-Free PDF

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Table of Contents,Table of Contents 2,1 Welcome to SAM 5. 1 1 What is SAM 5, 1 2 The Federal Procurement World of the Past and Future 5. 1 3 Public User Capability 6,1 4 Navigating SAM 6,2 User Account Management in SAM 7. 2 1 Types of Accounts 8,2 1 1 Individual User Account 8. 2 2 Account States 11,2 2 1 Active 11,2 2 2 Inactive 11.
2 2 3 Deactivated 11,2 3 Features of an Individual Account 11. 2 3 1 My SAM Page 11,2 3 2 Account Settings 12,2 3 3 Data Access 13. 2 3 4 Accessing your Saved Searches 14,3 SAM User Roles 14. 3 1 Roles 14,3 1 1 Entity Registration Viewer 15,3 1 2 Entity Registration Representative 15. 3 1 3 Reporter 15,3 1 4 Entity Administrator 15,3 2 Managing Your Roles 16.
3 2 1 Migrating a Legacy Account to SAM 16,3 2 2 Requesting a Role with an Entity 17. 3 2 3 Managing Roles with an Existing Entity 20, 3 2 4 Managing Invitations to Accept Roles from an Administrator 22. 3 2 5 Accepting an Invitation to Join SAM 23,4 Entity Management Registration 23. 4 1 Who Registers in SAM Entity Management 23,4 1 1 What You Need before Getting Started 24. 4 2 Determining your Purpose of Registration 26, 4 3 Registering your Entity if you are interested in Federal Assistance Awards Only 30.
4 3 1 Entering Core Data 30, 4 3 2 Entering Representations and Certifications 51. 4 3 3 Entering Points of Contact POCs 53,4 3 4 Submitting Your Registration 54. 4 4 Registering Your Entity if you are interested in Federal Contracts 56. 4 4 1 Entering Core Data 56,4 4 2 Entering Assertions 81. 4 4 3 Entering Representations and Certifications 86. 4 4 4 Entering Points of Contact POCs 107,4 4 5 SBA Supplemental Page 108. SAM Non Federal User Guide v2 9 2 of 204,4 4 6 Submitting the Registration 109.
4 5 Status Indicators for your Registration 110,4 5 1 SAM Status Tracker 111. 4 6 Maintaining Your Entity s Data 112, 4 6 1 Printing and Saving Your Entity s Record 112. 4 6 2 Downloading Your SAM Registrations XML 113,4 6 3 Your responsibilities 114. 4 6 4 Editing Your Entity s Data 115,4 6 5 Data Received from External Sources 118. 4 7 Deactivating an Entity Registration 119,5 Administrator Roles 120.
5 1 Entity Administrators 121,5 1 1 Becoming an Administrator in SAM 121. 5 2 Managing Entity Users 121,5 2 1 Inviting Users to Your Entity 121. 5 2 2 Managing Existing Users 125,5 2 3 Managing Role Requests 128. 5 2 4 Managing Hierarchy Registration Requests 130. 6 Search 130,6 1 Accessing Search 131,6 2 Advanced Search 132. 6 3 Advanced Search Entity Management 132,6 3 1 Viewing Records 134.
6 4 Exclusion Search 137,6 4 1 Exclusions Overview 137. 6 4 2 Advanced Search Exclusion Records 143,6 4 3 Viewing Record History 145. 6 5 Disaster Response Registry Search 145,6 6 Downloading Search Results 146. 6 7 Saving and Running Search Queries 146,7 SAM Help 148. 7 1 SAM Help Pages 148,7 2 SAM Assistant Tool 149,8 About SAM 149.
8 1 About Pages 149,9 BioPreferred Report 150,9 1 Reporting 150. 9 2 Required Data 151,9 3 Accessing BioPreferred Functionality 151. 9 4 Creating BioPreferred Reports 152,9 5 Editing BioPreferred Reports 153. 9 6 BioPreferred Reporting Period 153,10 Service Contract Report SCR 154. 10 1 Reporting Requirements 154, 10 2 Transmission of Contract Action Reports from FPDS to SAM 154.
10 3 SCR Required Data 155,10 4 Accessing SCR Functionality 155. SAM Non Federal User Guide v2 9 3 of 204,10 5 Creating SCRs 155. 10 6 Editing Deleting SCRs 158,11 Appendix A Acronym List 160. 12 Appendix B Glossary 163,12 1 Entity Management Content Glossary 163. 12 2 Representations and Certifications Content Glossary 181. 12 3 Performance Information Glossary 200, This user guide addresses the current production SAM gov capabilities which combined the former Central.
Contractor Registration CCR system CCR s Federal Registration FedReg module the Online Representations. and Certification Application ORCA and the Excluded Parties List System EPLS. SAM Non Federal User Guide v2 9 4 of 204,1 Welcome to SAM. 1 1 What is SAM, The General Service Administration s GSA Office of the Integrated Award Environment IAE is. consolidating the government wide acquisition and award support systems into one new system the. System for Award Management SAM SAM is streamlining processes eliminating the need to enter the. same data multiple times and consolidating hosting to make the process of doing business with the. government more efficient, 1 2 The Federal Procurement World of the Past and Future. Automation of the federal procurement and awards processes has evolved over time through development. of systems to perform individual steps in the process Paper based systems and business processes were. automated as the internet became widely available These systems were adopted across the Federal. Government and are now managed under one organization The Integrated Award Environment IAE. manages these systems and their system capabilities have been organized around six key functional areas. Table 1 1 IAE Functional Areas,Functional Area Capabilities Legacy Systems. CCR FedReg Central Contractor, Entity Entity Registrations core data Registration Federal Agency Registration.
Management Manage certifications representations ORCA Online Representations and. Certifications Application,FBO Federal Business Opportunities. Post solicitation and award data,FPDS NG Federal Procurement Data. Maintain government wide contract,Award System Next Generation. award data,Management eSRS FSRS Electronic Subcontracting. Manage government wide,Reporting System FFATA Subaward.
subcontractor data,Reporting System, Wage Data Access wage determinations WDOL Wage Determinations Online. Manage maintain past performance PPIRS CPARS FAPIIS Past Performance. Performance information Information Retrieval System. Information Manage exclusion list EPLS Excluded Parties List System. Assistance Create maintain assistance program CFDA Catalogue of Federal Domestic. Program Catalog catalogue Assistance,Provide security access control. Provide reporting communications,Support support,Provide internal controls. For the purposes of this capability area Entity refers to prime contractors organizations or individuals applying for. assistance awards those receiving loans sole proprietors corporations partnerships and any Federal Government. agencies desiring to do business with the government. SAM is being developed in phases Phase 1 released in July 2012 included the capabilities found. previously in Central Contractor Registration CCR Federal Agency Registration FedReg Online. Representations and Certifications Application ORCA and the Excluded Parties List System EPLS. SAM Non Federal User Guide v2 9 5 of 204,Who Should Use SAM. SAM is used by anyone interested in the business of the Federal Government including. Entities contractors federal assistance recipients and other potential award recipients who need. to register to do business with the government look for opportunities or assistance programs or. report subcontract information, Government contracting and grants officials responsible for activities with contracts grants past.
performance reporting and suspension and debarment activities. Public users searching for government business information. 1 3 Public User Capability, SAM includes information of various sensitivity levels Public data is available to search and view. without having to log in or register for a SAM account Information that was previously publicly available. in the legacy systems has been moved to SAM and will remain publicly available in SAM Public users. that want to save their searches must register for a SAM user account For more information on obtaining. a SAM user account see User Management,1 4 Navigating SAM. SAM provides a standardized format across all web content pages making it easy to navigate and find. information There are several persistent areas in SAM gov that can be found in the same location on. every page of the system, Banner Found across the top of each SAM gov page You can use the banner to log in or out of. the system access the Login gov FAQs page and access the SAM homepage. Navigation Bar Each page in SAM gov contains a main navigation bar along the top of the. screen The tabs navigate you to your SAM Homepage Search Records Data Access Check. Status for the SAM Status Tracker About and Help pages. Back Button While navigating SAM gov the back button on your web browser is disabled To. move from page to page you will need to use either the navigation bar or the Previous button. Figure 1 1 SAM Navigation, The Navigation Bar as shown in Figure 1 1 allows you to access different sections of SAM. HOME MY SAM once you log in to SAM HOME changes to MY SAM The MY SAM. navigation link gives you access to all the actions you may perform based on your user role For. more information see MY SAM, SEARCH RECORDS allows you to perform quick or advanced full text searches with or.
without an account Without an account you will only be able to see publicly available. information For more information see Search,SAM Non Federal User Guide v2 9 6 of 204. DATA ACCESS provides details for accessing SAM data via Pipe Delimited downloads It. provides access to various types of extracts in three subsections Public Extracts EM Entity. Management Extracts and Exclusions Interfaces This section also includes General Data. Access Information For more information see the Data Access User Guide under the Help. Section User Guides, CHECK STATUS allows you to quickly check an entity s registration status in SAM by. entering a DUNS Number or CAGE Code The SAM Status Tracker will show you the status of. the entity associated with that DUNS Number or CAGE Code as well as tell you what steps are. left to complete based on why they are registering. ABOUT provides key information about SAM news and announcements that may provide. valuable information for you external resources and contact information associated with SAM. For more information see About, HELP provides useful information on SAM such as User Guides FAQs and informational. videos This should be the first place to check if you have any SAM related questions For more. information see SAM Help, On most pages in SAM you will find a Navigation Panel on the left side of the page The Navigation. Panel contains a list of links to help you navigate to different pages within that SAM tab For example if. you are on the Help tab the Navigation Panel allows you to navigate to User Guides International. Registrants content Demonstration Videos Exclusions Information and External Resources. Figure 1 2 SAM Left Navigation Panel,2 User Account Management in SAM.
In this section you can learn about the different types of accounts in SAM how to create an account and. what you can do with a SAM account You can also read about the permissions that you can have in. SAM Before reading on note that mandatory fields are marked with an asterisk to help you. understand what data is required,SAM Non Federal User Guide v2 9 7 of 204. NOTE To further increase security and deter fraud SAM gov is partnering with Login gov to implement. multi factor authentication for registered SAM gov users Effective June 29 2018 when you go to. SAM gov and log in you will be asked to create a Login gov user account Your current SAM gov. username and password will no longer work,2 1 Types of Accounts. There are two types of SAM accounts individual accounts and system accounts In most cases an. individual account is probably what you need,An individual account. Contains your own user information, May stay with you even when your role in your organization or the permissions you need to do. your job change, Just because you have an account does not mean you can create or edit records to do those.
activities you must have roles with an entity With an account Federal Government employees. can also request access to view sensitive data through search or extracts. A system account, Represents a particular information technology IT system. Is primarily for systems which need to automate the pull of SAM data through extracts or web. Is useful if multiple users in your organization need to access the same extract or web service. The sections below focus on individual accounts System accounts are discussed in more detail in the. Data Access User Guide,2 1 1 Individual User Account. When creating an individual account there is only a minimal amount of information that you must enter. While you can provide additional information you are only required to enter. Your first name,Your last name, Country select your option from the dropdown list provided. Phone number,Your security question responses, Username This unique identifier will be permanently associated with your SAM account Once chosen. it may not be changed SAM account usernames may never be reused so once an account with a. username is created no other account may ever use that username even if the account with that username. is deactivated The username must be between six and thirty five characters It may contain letters. SAM Non Federal User Guide v2 9 8 of 204, numbers and certain special characters the period the symbol the underscore or the hyphen Special.
System for Award Management Non Federal User Guide v2 8 March 28 2020

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