SAM Integration: What is (and What is Not) Changing Transition Slides May 5 2021.pdfMay 05, 2021...

System for Award Management | For People Who Make, Receive, and Manage Federal Awards

U.S. General Services Administration

SAM Integration:What is (and What is Not) ChangingMay 5, 2021

Katherine RollinsLead Program Manager, Integrated Award Environment

Memi WhiteheadDeputy Assistant Commissioner, Integrated Award Environment



Agenda

● Introduction to IAE

● What’s Changing at SAM Integration

● Demonstration

● Questions & Answers


● Reducing barriers for doing business with the government

● Increasing transparency into federal spending

● Increasing accountability in the award process

● Reducing reporting burden

● Increasing data quality and integrity

What is IAE?

The Integrated Award Environment (IAE) is a government-wide initiative administered by GSA’s Federal Acquisition Service (FAS) within the Office of Systems Management (OSM).

We facilitate the federal awards process through multiple online systems that each play a role in the awards lifecycle.

Our systems are used for registering to do business with the federal government, performance reporting, publicizing contract opportunities, collecting contract data, and more.

IAE Delivers the Framework for Conducting Government Business

SAM.gov Integration3


● beta.SAM.gov● SAM - System for Award Management ● CPARS - Contractor Performance

Assessment Reporting System● eSRS - Electronic Subcontracting Reporting

System● FAPIIS - Federal Awardee Performance and

Integrity Information System● FSRS - Federal Funding Accountability and

Transparency Act (FFATA) Subaward Reporting System

● FPDS - Federal Procurement Data System*IAE also manages the Federal Service Desk

The IAE Systems*

4SAM.gov Integration


SAM.gov By the Numbers

4.5+ million searches

executed each month

Over 700,000 registered

entities

55,000+ new or updated

registrations each month


IAE Program Scale FY20

$1.1+ trillionfederal awards

annually

68+ millionmonthlysearches

1.8+million

monthlyusers

5+ million monthly

transactions


IAE Systems Modernization: What’s Next?

Currently, there are two sites with very similar names:

SAM.gov and beta.SAM.gov.

What is known today as beta.SAM.gov will become the new SAM.gov and will offer a single login to navigate the federal award lifecycle.

The system is called “beta.SAM.gov” not because it is a traditional beta system, but rather so that it can be differentiated from the current SAM.gov.

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SAM.gov will integrate with beta.SAM.gov on May 24, 2021.

New design of beta.SAM.gov launched on April 26, 2021

SAM.gov Integration

System for Award Management | For People Who Make, Receive, and Manage Federal Awards 7

SAM.gov Integration: Home Page (1 of 4)

SAM.gov Integration

Today, SAM.gov looks like this...



SAM.gov Integration

beta.SAM.gov looks like this...




On May 24, SAM functionalities will be added to the modernized space and “beta” will be removed from the name and URL.




On May 24, SAM functionalities will be added to the modernized space and “beta” will be removed from the name and URL.

Legacy SAM.gov key functions accessed here


SAM.gov Integration: May 24, 2021

Why are we changing?● Continue reducing burden for users by streamlining the online awards process

○ Our vision is to continue to evolve and integrate our portfolio of shared systems in support of a common, secure business environment

How are we changing● Incorporates feedback from our users

○ Focus groups, workshops, interviews, online feedback tool, service desk issues, digital analytics, and governance

● The new design (launched on beta.SAM.gov in April) implements and complies with the 21st Century Integrated Digital Experience Act and GSA Guidelines for Digital Presence

○ Bringing SAM.gov to the new experience is the next in complying with these guidelines

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SAM.gov Integration


What will change on May 24, 2021:

● beta.SAM.gov will automatically redirect to SAM.gov

● Single user URL (no more “beta”) and login for all functions currently in beta.SAM.gov and SAM.gov

● Landing page links specific to entity registrations, exclusions, and entity reporting

● Entity information added to search including entity registrations, exclusions, and the Disaster Response Registry

● Entity registration links added to your workspace

What Happens When SAM.gov and beta.SAM.gov Merge?

SAM.gov Integration


What will NOT change:

● Searching current beta.SAM.gov domains will not change○ Contract opportunities○ Wage determinations○ Assistance listings○ Federal hierarchy○ Contract data reports

● Entity registration process and requirements● Registration data entry pages● Searching active exclusions

What Happens When SAM.gov and beta.SAM.gov Merge?

Data will migrate from legacy SAM.gov with no action needed from entities or users:

● Registration and exclusions data

● SAM user roles

● Service Contract reporting data

● BioPreferred reporting data

SAM.gov Integration


SAM.gov Integration: Workspace Tier 1 (1 of 4)

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SAM.gov Integration

Your SAM.gov workspace today...



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SAM.gov Integration

Your SAM.gov workspace after May 24



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SAM.gov Integration


Manage your entity registration here

Start a new registration here



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SAM.gov Integration


See system notifications here

View and manage role requests here



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Entity Workspace

SAM.gov Integration

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Entity Workspace

SAM.gov Integration

New SAM UEI assigned and displayed; DUNS remains authoritative until April 2022

Status and registration expiration dates show for easy reference


SAM.gov Integration: Entity Record View (1 of 3)

Your SAM.gov entity record view today...

SAM.gov Integration



Your SAM.gov entity record view on May 24

SAM.gov Integration



Your SAM.gov entity record view on May 24

SAM.gov Integration

Use the menu to navigate to different parts of the entity record


SAM.gov Integration: Home Page Entity Search (1 of 3)

Your SAM.gov launch entity search today...

SAM.gov Integration



Your SAM.gov launch entity search on May 24

SAM.gov Integration

Go to the entity or exclusions landing pages by selecting links on the top of the home page. Landing pages have a search box pre-selected to the domain you choose.



Your SAM.gov launch entity search on May 24

SAM.gov Integration

If you are signed in, you can start an entity search from the home page by selecting “Entity Information” from the dropdown


SAM.gov Integration: Entity landing pages (1 of 4)

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SAM.gov Integration

Landing pages with help specific to entity registrations, exclusions, and reporting



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Entity Registrations Landing Page

SAM.gov Integration

Your quick search of entity registrations



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Entity Registrations Landing Page

SAM.gov Integration

Start or renew a registration here or check your registration status


Exclusions Landing Page


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SAM.gov Integration

Landing pages have links to advanced search, data services, and help.


SAM.gov Integration: Searching entity registrations (1 of 3)

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Entity Registrations and the Disaster Response Registry are still public, but you must be signed in to search them

SAM.gov Integration

Searching entity registration data will require user authentication (not entity registration)



SAM.gov Integration

Design of Search Filters and Results



SAM.gov Integration

Design of Search Filters and Results

Keyword search and filters are same as SAM.gov, but in a compact, user-friendly design


Getting Started with Registration

SAM.gov Integration: Getting Started with Entity Registration

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SAM.gov Integration

Landing page for new registrants to get them acquainted with the registration process


SAM.gov Integration: Entity registration (1 of 2)

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NO CHANGE to the registration screens or process

You will see the new header and footer, including the feedback tool, but the registration form is the same.

SAM.gov Integration


SAM.gov Integration: Entity registration (2 of 2)

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Entity Registration - NO CHANGE to the registration screens or process

If you leave your registration, anything on the current page will not be saved.

Like SAM today, we save when you move to the next or previous page.

SAM.gov Integration


SAM.gov Integration: Registration Status Tracker

SAM.gov Integration

You must sign in check your entity’s registration status.

Non-federal users can only view their own registration status.


SAM.gov Integration: Service Contract and BioPreferred Reporting

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SCR and BioPreferred reporting will be in the Workspace

SAM.gov Integration


SAM.gov Integration: APIs and Data Extracts

SAM Extracts and SOAP Services are changing at the May 24, 2021 SAM integration.

If you use these services, prepare for change now! Go to open.gsa.gov to access documentation. You can request to set up a test system account at alpha.SAM.gov by emailing [email protected].

● SOAP Services will be replaced by REST APIs. REST APIs are currently available for testing.

● SAM Extracts will transition from SFTP to access through an API. They are currently available via API for testing.

● After May 24, 2021, access to SAM.gov data services for entity and exclusion data will only be found at open.gsa.gov.

SAM.gov Integration


SAM.gov Integration: Non-federal System Accounts

Non-federal users can use system account functionalities

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SAM.gov Integration

System accounts allow those seeking to connect their systems directly to SAM.gov through extracts or web services. They are used primarily for systems with the intent of regularly pulling large amounts of data. Request to set up a system account in your Workspace.


SAM.gov Integration: Roles and Permissions

Non-Federal Role Changes

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Legacy SAM

Entity Registration Viewer

Entity Administrator

Entity Registration Representative

Reporter

Modernized SAM

Viewer

Administrator

Data Entry

1

2

3

4

1

2

3

SAM.gov Integration


How do I request a role?*

● During registration, you are presented with a role request option

● From your Workspace page

● From the roles page of your profile

*Only certain roles can be requested

Role Management

SAM.gov Integration


SAM.gov Integration: UEI Assignment to Entities

New SAM UEI assigned and visible at SAM integration

● The official unique entity identifier (UEI) for entities registered in SAM is currently the D-U-N-S® Number, obtained outside of the SAM registrations process, from Dun & Bradstreet

○ The D-U-N-S® Number will remain the official UEI in SAM until April 2022

● At SAM integration, the new SAM UEI will be assigned and visible to entities registered in SAM○ The SAM UEI will not be official identifier until April 2022○ The SAM UEI will be assigned automatically; no action is required by registered entities

Why are we transitioning away from the D-U-N-S® Number?

● Simplifying the registration process: entities will only need to go to one place to register and renew.

● By decoupling validation services from the primary entity identifier, the government is able to competitively bid validation services without changing the unique entity identifier.

SAM.gov Integration


SAM Integration: Help (1 of 2)

SAM.gov Integration

Initial Integration with FSD.gov


SAM Integration: Help (2 of 2)

SAM.gov Integration

Initial Integration with FSD.gov

Get help fast by searching the Knowledge Base for your question


SAM Integration: Feedback

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SAM.gov Integration

Footer including our feedback tool


Demo

SAM.gov Integration



The Integrated Award Environment

GSA Federal Acquisition Service1800 F Street, Washington, DCEmail: [email protected]

Join us on Interact for the latest updates: https://interact.gsa.gov/group/integrated-award-environment-iae-industry-community

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mailto:[email protected]

https://interact.gsa.gov/group/integrated-award-environment-iae-industry-community


The IAE and Our Community

Engaging with our user community is the core to our approach to development. Even after transitions are complete, that doesn’t mean we’re done improving the tools and processes. Because we use the agile process for development, we are able to adapt to our users’ needs.

● Send your feedback to IAE using the feedback tool located on most pages at SAM.gov

● Contact the Federal Service Desk at FSD.gov for free, live technical support.

● Follow the IAE community on Interact.GSA.gov to be notified about the latest updates.

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SAM.gov Integration

SAM Integration: What is (and What is Not) Changing Transition Slides May 5 2021.pdfMay 05, 2021...

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