System for Award Management (SAM)
► Creating Efficiencies through Integration
and Consolidation
Presented to: TGI 2012
May 2012
What’s the System Landscape Today?
► Federal/IAE systems support the award process
The Procurement Process from a Government Agency Perspective
Solicit
Requirement
Generate
Requirement
Review
Offers
Evaluate
Offers/Select
Vendor
Create
Contract
Check wage
determinations
Receive bids
Administer
Contract
Contract
Close-Out
Report contract
actions
Validate entity status
Validate
entity
performance
Post
solicitation
and tech
data
Includes FedReg
Report performance
Includes FedTeDS
Includes CPARS
and FAPIIS
Includes FSRS
User action
Entity data
Contract data
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What Is Our Improvement Approach?
Today
► Siloed – Separate systems,
each with a separate login
► Redundant – Overlapping data
creates opportunity for error
and complicates changes
► Separate – Multiple vendors at
many hosting locations,
managed separately with
varying levels of service
Includes FedReg
Future
► 1 Login! – Functionality
accessible at one online location
to streamline the process
Includes FedReg
► 1 Data Source! – Centralized,
normalized data to eliminate
potential for conflicting values
and improves agility to deal with
future changes
► 1 Host! – Consolidated hosting to
reduce O&M costs
Existing capabilities, streamlined for efficiency.
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How Will the New System Be Organized?
► IAE system capabilities notionally have been organized around
six key functional areas
Functional Area
Entity*
Management
Award
Management
Wage Data
Performance
Information
Assistance
Program Catalog
Support
Capabilities
 Manage entity core data
 Manage certifications/representations
Legacy Systems
 CCR/FedReg – Central Contractor
Registration/Federal Agency Registration
 ORCA – Online Representations and
Certifications Application
 Post solicitation and award data
 FBO – Federal Business Opportunities
 Maintain government-wide contract award  FPDS-NG – Federal Procurement Data
data
System-Next Generation
 Manage government-wide subcontractor  eSRS/FSRS – Electronic Subcontracting
data
Reporting System/FFATA Subaward
Reporting System
 Access wage determinations
 WDOL – Wage Determinations Online
 Manage/maintain past performance
information
 Manage exclusion list
 PPIRS/CPARS/FAPIIS – Past
Performance Information Retrieval System
 EPLS – Excluded Parties List System
 Create/maintain assistance program
catalog
 CFDA – Catalog of Federal Domestic
Assistance
 Provide security/access control
 Provide reporting/communications 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
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SAM Phase 1 Capabilities
►SAM Phase 1 will cover
 Entity Management
 Exclusions portion of
Performance
Information
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What Are Phase 1 Benefits?
► Entities


Streamlined Process – One login allows entities to create or update their
registration as well as their representations and certifications
Streamlined process
– For first-time registrants, process integration, re-ordering, and streamlining
means less time to complete the process
– Registration purpose question allows grantees to avoid contractor-specific
content
– For registered entities, one login allows them to create or update their
registration as well as their representations and certifications



Update Date Alignment – Capabilities in one location aligns CCR and
ORCA record updates
New glossary – On-screen tool clarifies what data needs to be entered
Expanded NAICS viewing – SAM offers the opportunity to view other
NAICS for which the entity is considered “small”
► Contracting/Grants Officers

Streamlined Process – One login provides access to entity core data,
representations and certifications, and exclusions information
► System Owners/Administrators

Fewer interfaces – Consolidation reduces maintenance challenges and
costs
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SAM Access: What Do You Need To Know?
► Existing CCR/FedReg, ORCA, and EPLS data will be migrated
to SAM
► Once SAM Phase 1 goes live, you will be automatically
redirected from CCR/FedReg, ORCA, and EPLS websites to
sam.gov
► You will have to validate your information (e.g., email) to
determine what if any legacy system roles can be migrated
► You can establish a new user ID or use the same as the one
you use now – the system will guide you through the process
 Existing CCR/FedReg, ORCA and EPLS data will be moved to SAM
 The process of logging in will connect you with the data you have
permission to view now
 Publicly available data will still be publicly available
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SAM Access: Getting Started
► Getting access to SAM begins on the home page
NOTE: Screen captures are from the SAM development site. They do not
represent the final product and are considered work in progress.
►To create an
account in SAM,
click on one of the
links
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SAM Access: Completing Your Profile
►Only basic
information about
you is required
►You will receive an email to
validate your access to the
email address associated
with your account
NOTE: Screen captures are from the SAM development site. They do not
represent the final product and are considered work in progress.
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SAM Access: Account Security
► You will have 1
password for all
functionality
 SAM will provide help
in defining a password
 There will be fewer
security questions
► Passwords expire
every 180 days
NOTE: Screen captures are from the SAM development site. They do not
represent the final product and are considered work in progress.
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SAM Access: User Dashboard
► When you log in, the first page you’ll see will be your SAM
Dashboard
►The available
menu options
differ based on
your roles
►If you are a first time
registrant or need to
add an entity to your
portfolio, click here to
complete the entity
registration process
►You can customize your
dashboard to provide quick
snapshots of information
relevant to you, such as
 Action Items
 Saved Searches
NOTE: Screen captures are from the SAM development site. They do not
represent the final product and are considered work in progress.
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Context-sensitive Glossary
► An on-screen glossary
associated with each screen
will help users understand
what information they need
to enter
NOTE: These are screenshots of the alpha site (i.e., still in development).
There will be changes before SAM Phase 1 is available to users.
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Registering Entities in SAM
► Contractors and other kinds of
award recipients are now
collectively referred to as
“Entities”
► You will answer Purpose of
Registration questions to
determine which registration
sections are required for you
► Entity Registration is organized
in four steps:
1. Core Data – Name, address, etc.
► SAM will walk users
through the Entity
Registration (or
validation) process in
four steps
NOTE: Screen captures are from the SAM development site. They do not
represent the final product and are considered work in progress.
2. Assertions – Information used
to determine small business
status, NAICS codes, etc.
3. Representations and
Certifications – Federal
Acquisition Regulation
compliance
4. Points of Contact – Contact
information for specified roles
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Registering Entity: Core Data
► All entities must complete core data information
► As you move
through each
section, the bullet
will change to help
you track your
progress
NOTE: Screen captures are from the SAM development site. They do not
represent the final product and are considered work in progress.
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Registering Entity: Representations
► You will answer
questions to complete
the Representations and
Certifications section
► Your answers will provide
a “representation” of your
business, as you identify
sections of the Federal
Acquisition Regulation
that apply to your
business
NOTE: Screen captures are from the SAM development site. They do not
represent the final product and are considered work in progress.
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Points of Contact
► All entities must enter POCs for their registration
► The types of POCs required will be determined based on
information entered in the registration
► Each type of
POC will be
noted on the
screen
► You will fill in
basic contact
information
NOTE: Screen captures are from the SAM development site. They do not
represent the final product and are considered work in progress.
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Submitting Registration
► The entire record must be reviewed in its entirety before it may
be submitted
► Upon submission, the Annual Renewal Date for the entity
registration will be set; entity registrations must be renewed
every 365 days.
► An entity record will not be considered active until the IRS has
successfully validated the TIN match and the CAGE Code has
been assigned, if applicable
► Once the certification has been successfully submitted, a link
to the SBA’s Supplemental page will generate, unique to that
entity’s DUNS number
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Search: What Do You Need To Know?
► “Public users” do not have to register for a SAM account; they
search at any time for data deemed “Public”
► Any user can save or print the results of a search
► “Authenticated users,” those who have a SAM account, have
the ability to save their search queries
► The Search feature in SAM is a full text search, which allows
you to enter any search terms you choose
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Search: Viewing and Using Results
► SAM provides tools to help users find, view, and review data
►You can save the
query and refine
the search
►You can filter and
sort to narrow your
search results
►SAM displays the
searched terms
►SAM provides
options for future
viewing of the data
NOTE: Screen captures are from the SAM development site. They do not
represent the final product and are considered work in progress.
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What’s Next?
► SAM Phase 1 will be available to users in late May 2012
► Training for SAM Phase 1 is available online
FY10
FY11
FY12
M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S
CCR/FedReg,
ORCA, EPLS
Initiate
Requirements
Gathering
Capabilities
Available in SAM
7/10
5/12
Development
Solicitation
Requirements input through
CCBs, user groups, and
industry meetings
Testing/
Deployment/
Integration
User
Training
Acceptance Testing
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SAM Training
► SAM will provide the following training tools online
 User Guides
 Presentation with screenshots to outline key functionality
 FAQs
 SAM webinar with replay capability
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What Can You Expect When SAM Launches?
► 1 login! – After migration, all the capabilities in CCR/FedReg,
ORCA, and EPLS will be available at http://www.SAM.gov
► Redirect – Users will be automatically redirected from the
legacy systems to SAM
► New User ID – Users will specify a new user ID and password
(can be the same as the one you use now) – the system will
guide users through the process
 Existing CCR/FedReg, ORCA and EPLS data will be moved to SAM
 The process of logging in will connect you with the data you have
permission to view now
 Publicly available data will still be publicly available
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What Should You Do Now?
► Review SAM information on http://sam.gov
► Tell others about SAM
► Direct any SAM-related questions to AskSAM@gsa.gov
► Plan to review SAM training materials 2 to 3 weeks before you
need to update or create your registration
► Review your organization’s CCR and ORCA administrators and
users to verify access requirements and/or roles
Please use available training materials, but
wait to access SAM until registration renewal
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