introduction to system for award management sam marta clifford

Report
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WHAT IS iUpdate?
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Authentication security portal to further
safeguard your business identity for doing
business with the federal government.
http://fedgov.dnb.com/webform
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866-705-5711
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FREE! FREE!! FREE!!!
Free unique 9-digit identification number
For each physical location of a business
In the past we could call-easy quick!
MUST set up an iUpdate account
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http://fedgov.dnb.com/webform
DO NOT use any other D&B links if doing
government contracting
DUNS forms the basis of your information in
SAM & MUST match IRS information
New registration for DUNS or updating or
changing any information(address, business
name, owner) 24-48 hour activation period
before you can proceed with SAM
Customer’s full legal name and HOME
address
 To be successful: provide full legal name
and current home address not the business
address.
Two attempts are provided if second fails
asked to complete and return D&B iUpdate
personal/business identification and
documentation
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Allows you access to the information D&B has
on your business
Sign up to access company information
To safeguard your identify asked to answer
short authentication quiz. (address phone
number other people who have lived at your
address.) multiple choice to ensure “they are
who they say they are”
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ID is email address that you used in the
registration process
When the DUNS is created an email is sent
containing temporary password
Log on to create your permanent password
Have DUNS and don’t need to make any
changes don’t need to go to iUpdate!
Review and or update company information
 Business summary
 Company name
 Address
 Phone
 Website
 Legal structure
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 Add
an owner, officer, or manager
 Add new director
 Add or remove corporate family member
 SIC code
 NAICS code
 Review & submit
New DUNS 24-48 hrs
Changes & updates 1-3 weeks (check on
changes: phone calls, internet email.)
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The System for Award Management (SAM) is
combining nine systems the federal
community and those who want to do
business with the government use regularly.
As a new system, Sam will streamline
processes, eliminate date redundancies, and
save money through consolidated operations
Phase one: CCR, ORCA, EPLS, FedReg
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Sam is FREE
Required to do government contracting etc.
If active in CCR you are active in SAM
Need DUNS
Create an account
Tax ID (TIN or EIN) or SS# (SS # will show up
in the public view) www.irs.gov
SAM has it’s own language: entity, legacy
account, manage exclusion records, core
data, assertions
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One login
Streamlined process
◦ Decreases the amount of time required for typical
registrations
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Increases reporting flexibility
Eliminates data overlap
Limits errors
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SAM does not like Internet Explorer, specifically
the most recent update IE9
The best browser is currently Mozilla FireFox
◦ Download free: http://mozillafirefox.todownload.com/?gclid=CM2LucKxjbICFYeDQgo
dqRsAWw
SAM helpdesk may easily take 1-4 hours wait
time
GCAP still has a hotline and our questions are
answered immediately and fixes are often made
over the phone
When entering phone numbers look at example:
(xxx) xxx-xxxx you must enter () and User ID MUST be unique to SAM
Active: log into SAM make changes etc.
 Pending Validation: Not validated your account’s
email address (can’t log in until validate email
account)
Don’t have access to email or link expired (good
for 48 hrs.) attempt to log in on home page you
will get error message “pending validation”.
Select “send email” for new validation email. May
also select “update email address” enter old
email, answer security question, create new email
address, submit. (will get new validation email)
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Locked: enter wrong password answer
security questions incorrect (three in a row)
Call GCAP we can call our PTAC hotline and
they can unlock it. 541-736-1088
Will get a reset password email must be a
different than last ten passwords
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Inactive: extensive period of inactivity or
manually inactivate account
Attempt to log in get error message select
“send email” to reset password. Change your
password to activate account.
Password must be different than last ten
passwords.
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1.
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Deactivated: Only SAM can shut down or
“deactivate” your SAM account
Password Expired: every 180 days must be
changed
Attempt to log in
Select “send email” to send a reset password
email. Click link and change password
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Email is no longer active
Use new email
PTAC SAM hotline attach email to your
business
Call GCAP 541-736-1088 or 800-497-7551
www.gcap.org
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You can migrate your legacy system roles to
SAM IF you were in CCR
◦ In SAM your business is NOW referred to as an
“Entity”
◦ All of your entity’s data in the legacy systems (CCR,
ORCA, EPLS) will be migrated to SAM
◦ You will create a NEW username and password
◦ To migrate your legacy account you need the email
used for your legacy account
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When migrating, if you see all green
checkmarks…but try to submit and the
system says “you are missing mandatory
information.”
◦ Data transfer has caused errors:
 Zip + 4 does not divide, all data is put in Zip box (in
Core Data and also in Financial Information)
 Under POC the system is not dividing up the contact’s
name, all data is going into the first name box
 You must select a primary NAIC code
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Note: Lessons learned are changing and
evolving daily, at times even hourly
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1. Go to www.sam.gov
2. Create an individual Account and login
3. Go to either: Manage My User Roles or My
SAM to select to migrate
4. Select the legacy systems where you have
accounts
5. SAM checks to see if your SAM account email
address matches your legacy account email
address
◦ “YES”, your legacy role will be migrated; “NO”, SAM will
send an email to the legacy account email. Access the
email and click the link
You will see a confirmation of
completion. However, if you did not
have an ORCA registration, or it didn’t
migrate, you MUST complete the Reps
and Certs for your migration to be
complete. You cannot submit without
completed Reps and Certs
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DUNS Number
Legal Business Name/DBA
TIN/EIN/SS#
Average # of employees/Average annual
receipts
◦ Calculate business size using SBA size standards
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Corporate information
NAIC
Financial information
Valid Email address
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Linked to D & B
Mandatory to receive prime contract
Allows electronic payment
Automatically assigns CAGE Code
Must renew annually or expires
Marketing Partner ID (MPIN)
◦ You create
◦ Used to access other government applications
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YOU are responsible for accuracy
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YOU are responsible for updating
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YOU must renew at least every 12 months
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YOU must maintain accuracy of POC
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YOU must update your SAM password every
180 days -- NEW
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Steps for registering your entity
◦ 1. www.sam.gov
◦ 2. Create a Personal Account and Login
◦ 3. Click “Register a New Entity” under “Manage
Entity” on your “My SAM” page
◦ 4. Select type of Entity
◦ 5. Yes to “Do you wish to bid on contracts’
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Validate your DUNS #
Enter Business Information
Enter CAGE (if you have one)
Enter General Information (business type,
organization structure, etc)
Financial information (For EFT)
Executive compensation
Proceedings
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Goods and Services (NAICS)
Size Metrics
◦ Average annual revenue (3 year average)
◦ Average employees
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EDI Information
Disaster Relief Information
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Representations and Certifications
ORCA – Section K of federal solicitation
Mandatory
FAR Responses
A & E Responses
DFARS Responses
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You will receive two emails from
[email protected]
TIN from IRS 3-5 business days
CAGE Code validated or assigned by DOD
Confirmation email registration is active!!
If you do not receive the emails log onto SAM
account and review “incomplete registration”
if it says “work in progress” your registration
has been saved but not completed.
You MUST submit or it will not be active.

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