SAM.GOV - An Integrated Award Environment (IAE) - DAU

SAM.GOV – An
              Integrated Award
              Environment (IAE)
    What has, and hasn’t changed after the design change and migration

        Billy Grill                                Christina Jones, MBA
Procurement Counselor                        Sr./Lead Procurement Specialist
 Ohio University PTAC                                   Norcal PTAC
    bgrill@ohio.edu                                   P:707.633.3847
 Office: (937) 230-9896                          christina@norcalptac.org

What We Are Covering
• What is the IAE
• Domains
• The Merger
• Workspace
• Help and Resources
• Demo

Association of Procurement
      Technical Assistance Centers
                (APTAC)
• In 2019, PTAC small businesses were awarded $24 Billion in
  Contracts with over 57,000 businesses receiving assistance
• Ninety-four Procurement Technical Assistance Centers (PTACs) –
  with over 300 local offices
• Some PTACs are administered directly by state governments; others
  partner with universities, community colleges, local economic
  development corporations or other local institutions

              https://www.aptac-us.org/find-a-ptac/

Mission
• PTAC works with businesses (clients) to train them in the
  pursuit of prime government contracts or subcontracts
        • Not grants or B2B
• Client appointments – guidance, advice, answer questions
• Group training events
• Bid matching services tailored to your business
• Access to research results from a market intelligence tool
• PTAC services are FREE to our clients*
•   * Some training events may require a fee to defray expenses of the event (i.e. facility rental, etc.)

What is IAE

Source: https://interact.gsa.gov/document/recap-iae-stakeholder-forum-may-5-2021-all-you-need-know-about-samgov-
integration?utm_medium=email&utm_source=govDelivery

What is IAE

Source: https://interact.gsa.gov/document/recap-iae-stakeholder-forum-may-5-2021-all-you-need-know-about-samgov-
integration?utm_medium=email&utm_source=govDelivery

What is IAE

Source: https://interact.gsa.gov/document/recap-iae-stakeholder-forum-may-5-2021-all-you-need-know-about-samgov-
integration?utm_medium=email&utm_source=govDelivery

Domains

Domains

• Contract Opportunities                                • Federal Business Opportunities
• Contract Data                                         • **Federal Procurement Data System
• Wage Determinations                                   • Wage Determinations Online
• Assistance Listings                                   • Catalog of Federal Domestic Assistance
• Entity Registrations                                  • System for Award Management
• Exclusions

 **FPDS-NG is still in use. Only the contract data reports has been migrated

Contract Opportunities Domain
• Authoritative Source for Federal Opportunities (over $25K)
• Advanced Search for Federal Business Opportunities
• Search for Industry Days and Small Business Events
• Sign in to:
   • Request secure documents, save searches, follow opportunities, and
     view/register on the interested vendors list

Contract Opportunities Domain

• Search Criteria
   •   Keyword
   •   Organization
   •   Dates
   •   Notice Type
   •   Product/Service Information
   •   Set Aside
   •   Place of Performance
   •   Status

Contract Data Domain
• Run Contract Data Reports
  •   Static
  •   Standard
  •   Ad Hoc (Report Builder or Blank Report)
  •   Administrative
• Get Information on Past Awards
• FPDS-NG Still VERY MUCH in use
• Must Be Signed In
  • Except for Static Reports

Contract Data Domain
• For users who created and ran ad hoc reports in FPDS.gov before
  January 31, 2020, we converted these reports and made them
  available in beta.SAM.gov. You can access converted reports in your
  beta.SAM.gov account.
• . If you created ad hoc reports in FPDS after January 31, 2020, those
  reports have not been converted and will have to be recreated in
  beta.SAM.gov
• NOTE*** - Individual Contract Data and “EZ Search” still available at
  FPDS.Gov

Contract Data Reports
• Static
   •   COVID Report
   •   Hurricane Report
   •   Small Business Goaling Report
   •   Top 100 Contractors
   •   Agency View, Geographic Review, Total Federal View
• Standard
   • 36 Reports
   • Examples Include: Contractor Type, Competition, Contract Detail, Contractor Search
• Administrative
• Ad Hoc

Wage Determinations Domain
• Wage Determination (WD) is a listing of wage rates and fringe
  benefit rates for each labor category of workers which the U.S.
  department of labor has determined to be prevailing in a given area
• Service Contract Agreement
• Davis Bacon Act

Wage
Determinations
Domain
•   Search Criteria
•   State
•   City/County
•   Construction Type
      •   Building
      •   Heavy
      •   Highway
      •   Residential
• Previously Performed
• Keywords
• Published Date

Federal Hierarchy Domain
• Other, resources
   • https://www.usaspending.
     gov/agency
      • Budgets
      • Strategy
      • Websites

Assistance Listings Domain
• Assistance listings are detailed public descriptions of federal
  programs that provide grants, loans, scholarships, insurance, and
  other types of assistance awards. You may browse assistance listings
  across all government agencies to learn about potential funding
  sources.
• If you are looking for grant opportunities, visit our partner site at
  www.grants.gov

The Merger
• From This        • To This

The Merger

The Merger

The Merger
• Beta.Sam automatically re-directs to Sam.Gov
• Single user URL and login for all functionality
• Workspace information transitions over
• Landing page links for Registration, Exclusions, and Reporting
• Entity Registrations Added to Workplace
• Sign in, you no longer need to be associated with an entity, to
  search entity information
• Entity Status Tracker only available to entity and federal users

The Merger (Search)
• The new look of the advanced search provides a more compact and streamlined search
  experience.
• Advanced filters can be found on the same page as the search results allowing you to easily adjust
  the filters without having to start a new search or go to a different screen to edit the search. It is also
  easier to find, view, and download entity representations and certifications.
• The display of the filters in an easy-to-use list makes the search option easily accessible and
  expandable. You can view the full list of search options by clicking the bottom arrow..
• Additional safeguards have been added to searching for entity registration information. All users will
  be prompted to sign in to view entity registration information. If a user does not have a SAM.gov
  account, they will need to create one.
• Federal users will now be required to request a role if they need access to For Official Use Only
  information or sensitive information about an entity. Agency administrators will grant these roles.
• The “Status Tracker,” a tool that allows you to check the status of your entity registration, will require
  that you be signed in.
• You can limit your search to exclusions records only from either the entity information landing page
  or a new exclusions landing page

Entity
Information
• Must sign in to view
• Search includes:
   • Keyword
   • Entity
        •   DUNS/UIE/CAGE
   • Purpose
   • Type
   • Socio-Economic Status
   • Product/Service Information
   • Registration with Debt Subject to
     Offset
   • Location
   • Status

Exclusions
• No Sign in needed
   • Classification
        • All
        • Firm
        • Individual
        • Special Entity
          Designation
        • Vessel
   •   Entity
   •   Federal Organizations
   •   Exclusion Type
   •   Exclusion Program
   •   Location
   •   Dates

The Workspace

• Same saved searches, followed
  opportunities, and download capabilities
• Added register entity
• Active, Draft, WIP, Submitted, and Pending
  Hierarchy Registration Requests (PHRR)
• BioPreffered Reports, SCA Reports
• Assign Roles
• System Accounts

The Workspace

• Assign Roles
   • Entity Registration
         • Data Entry
         • Administrator
         • Viewer
   • Entity Compliance
         • Data Entry
         • Administrator
   • Domain
         • Entity Registration
         • Entity Compliance

Downloading your Reps and Certs and Company Information

• Entity Registrations
  Domain
• Search for Your entity
• Or Click on the “Active”
  button in Your Workspace
• Click on the “…” and “View
  Record”

Downloading your Reps and Certs and Company Information

                       Download the Company Core Data/Assertions

                       Or

                       Follow the company to get alerts when updates are made to the
                       Entity

Downloading your Reps and Certs and Company Information
                                           Click on the “Reps and Certs”
                                           Tab

                                           Choose Current Record or
                                           Previous Record

                                           Download FAR, FAR & DFAR, or
                                           Financial Assistance Report

Help and Resources

         Domain Help Topics Take You to the FSD Knowledgebase

         Incident and Live Chat Require Your Login.Gov Sign In

Help and Resources
• FSD Knowledgebase
  •   Entity Registration
  •   Contract Opportunities
  •   SAM.Gov Data Services
  •   Workspace
  •   Federal Hierarchy
  •   Fraud
  •   Entity Reporting
  •   Wage Determinations
  •   Sam.Gov Site
      Information
  •   Login.Gov
  •   FOIA Requests
  •   Assistance Listings
  •   SAM.Gov User Accounts
  •   Contract Data
  •   SAM.Gov Search

FAQs
• Q: My annual renewal is in June; if I will start going through it today, should I go
  to betasam.gov?
   • A: Go to SAM.gov to work on existing registrations. Once it migrates, you will still go to
     SAM.gov to view/update your registrations.
• Q: I already have an account. Will I have to "register" as an entity?
   • A: A user account is what you need to sign in to the system and do things like save searches. A
     full entity registration is required in SAM.gov when you plan to apply for a grant or loan or
     submit a bid on a contract.
• Q: Will notifications of contract opportunity established searches be improved
  (more like FBO) in the future?
   • A: Yes. Over time, we will continue to incrementally improve the user experience to include
     enhancements to saved search notifications.
• Q: At SAM.gov, there's an alert: ALERT: Each entity registration expiring between
  April 1 and September 30, 2021, will have an additional 180 days added to its
  expiration date. Read more about the extension. My entity's registration
  currently expires 9/10/2021. When will it be updated to add the 180 days?
   • A: We are processing the extensions in a deliberate, incremental manner over the course of
     several months, beginning with the registrations that expire the earliest.

FAQs
• Q: Will searches rollover?
   • A: Saved searches in your beta.SAM.gov account today will be preserved through the
     transition
• Q: My role on Beta.SAM is Data If your accounts in legacy SAM and beta.SAM
  IAE Stakeholder Forum Questions and Answers Entry. It should be Administrator.
  It is Administrator on SAM.gov. Will this update to Administrator at go live?
   • A: If your accounts in legacy SAM and beta.sam have the same email addresses, then yes,
     your legacy SAM role will come over on May 24th. SAM.gov roles are not available in
     beta.SAM.gov at this time
• When will we be assigned our new UEI number? How will I be notified of this
  number?
   • There is nothing you need to do to get your new, SAM-generated Unique Entity Identifier
     (UEI). It will be assigned and visible in your record on-screen after the integration. That means
     if you go to SAM.gov on or after May 24th and look at your entity registration, the Entity ID
     (SAM) will be right underneath the Entity ID (DUNS). Don't forget, the DUNS number does
     remain the authoritative identifier until the government-wide transition is complete in April
     2022. You can find more information at www.gsa.gov/entityid.

FAQs
• Q: How do we search a DUNS number in the new SAM.gov webpage?
   • A: You will sign in, then either use the quick search from the home page or use the search
     page. There is a summary and link to videos/quick guides at
     https://www.fsd.gov/gsafsd_sp?id=gsafsd_kb_articles&sys_id=ca6759301b47a810b362a820f
     54bcbb9
• Q: Are there plans to update the SAM registration screens?
   • A: Not at this time
• Q: Why is the DUNS # being replaced?
   • A: Amendments to Federal Acquisition Regulations (FAR) require a non-proprietary identifier
     to be used to identify entities; a mandate from the Office of Management and Budget (OMB)
     requires federal agencies to begin using the new, SAM-generated UEI by April 2022.
• Q: When will we be able to see other entities that express interest in an
  opportunity like we were able to do in FBO.gov? We used that as a teaming tool
  to identify those interested in the same opportunity.
   • A: The contracting officer is the only person who can determine whether to include an
     Interested Vendors List (IVL) and the view settings for an IVL.

FAQs
• Q: Why do I have to share my personal information to verify my identity
  for something work-related? I saw an email where my driver's license and
  social security number were going to be required.
   • A: Identity proofing will only be for entity administrators and it will be optional at the
     May 24 launch. These pieces of data are used to verify that you are who you say you
     are, hence proving your identity. They are digitized, encrypted, and matched (not
     stored) by login.gov using standards set by the National Institute of Standards and
     Technology (NIST). We are excited to start offering this extra level of protection to our
     entity administrators and will share a lot more information in the future.

Questions?
        Billy Grill          bgrill@ohio.edu
 Procurement Counselor    Office: (937) 230-9896
  Ohio University PTAC    Mobile: (410) 320-9018
  2642 Indian Ripple Rd   https://ptac.ohio.edu/
 Dayton, OH 45440-4503