System for award management level 1-p dotter 031009
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System for award management level 1-p dotter 031009

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This work shop is geared to those who are first time users of SAM. Topics include: successfully creating your personal SAM account, locating and connecting to your migrated old CCR account,......

This work shop is geared to those who are first time users of SAM. Topics include: successfully creating your personal SAM account, locating and connecting to your migrated old CCR account, updating the old CCR or creating a first time business profile in SAM. The goal of this workshop is for participants to be able to “get it right the first time.”

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  • 1. SAM – Part 1 Creating an Account Migrating an old account Pat Dotter Southwestern Area Manager, PTAC MN 507-549-3193 pdotter@mnptac.org www.mnptac.org October 9, 2013 www.mnptac.org 1
  • 2. Agenda 1. Get to know SAM – Home Page 2. Create an Account – (Register to Use SAM) – everyone must create a personal account! (government, individual users, each user within a company, etc.) 3. Find your Migrated Account 4. Request a role with Migrated Account 5. Creating/Updating your account 6. Tips for SAM use www.mnptac.org 2
  • 3. www.mnptac.org 3
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  • 13. Agenda  Get to know SAM – Home Page 2. Register to Use SAM – everyone must create an account! (government, individual users, each user within a company, etc.) 3. Find your Migrated Account 4. Request a role with Migrated Account 5. Creating/Updating your account 6. Tips for SAM use www.mnptac.org 13
  • 14. www.sam.gov www.mnptac.org 14
  • 15. www.mnptac.org 15
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  • 21. TIP #1- the Print or Save button are not working –save the page as a pdf or take a screen shot and paste in a word document for proof of registration TIP #2 – you MUST click the “DONE” button www.mnptac.org 21
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  • 23. This email was sent by an automated administrator. Please do not reply to this message. Thank you for registering in the U.S. federal government?s System for Award Management (SAM). Your Username is: Patricia Please note that this is only a confirmation of your Username. You must click on the link below, within 48 hours of receipt of this message, to verify your email address and complete the registration process. https://www.sam.gov/portal/public/SAM?activationCode=5qN7Tlqi445rL0C You may also copy and paste the URL into your browser address line to go directly to the web page. Please note that if this is your first login attempt, the system will default to the Migrate Legacy Account page where you will be prompted to indicate whether or not you wish to transfer your role(s) held in the legacy federal government systems (CCR.gov, FedReg.gov, ORCA.gov, and EPLS.gov) to your new SAM account. IMPORTANT: If you do not have roles to migrate from a legacy system and/or you would like a new role assigned to your account, you will need to request that a role be assigned by your Administrator in order to have access to desired system functionality. For assistance, please contact the Federal Service Desk at www.fsd.gov or by telephone at 866606-8220 (toll free) or at 334-206-7828 (internationally). Thank you, The System for Award Management (SAM) Administrator www.mnptac.org 23
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  • 25. TIP #1- the Print or Save button are not working –save the page as a pdf or take a screen shot and paste in a word document for proof of registration TIP #2 – You MUST click the “DONE” button www.mnptac.org 25
  • 26. Agenda  Get to know SAM – Home Page  Register to Use SAM – everyone must create an account! (government, individual users, each user within a company, etc.) 3. Find your Migrated Account 4. Request a role with Migrated Account 5. Creating/Updating your account 6. Tips for SAM use www.mnptac.org 26
  • 27. TIP #2- Usage Agreement will appear EVERY time you log in to SAM www.mnptac.org 27
  • 28. First time in SAM - You do need to migrate an account if you were in CCR . Click Here on “Manage My User Roles” or on “YES” in the question box www.mnptac.org 28
  • 29. - Legacy Accounts Click Here on Migrate Legacy System www.mnptac.org 29
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  • 36. - Legacy Accounts Click Here - Select or Search 3 areas www.mnptac.org 36
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  • 39. Agenda  Get to know SAM – Home Page  Register to Use SAM – everyone must create an account! (government, individual users, each user within a company, etc.)  Find your Migrated Account 4. Request a role with Migrated Account 5. Creating/Updating your account 6. Tips for SAM use www.mnptac.org 39
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  • 45. Any company user can request a role here – a confirming email will be sent to the POC for verification and approval before the person requesting will be granted a role www.mnptac.org 45
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  • 50. Agenda  Get to know SAM – Home Page  Register to Use SAM – everyone must create an account! (government, individual users, each user within a company, etc.)  Find your Migrated Account  Request a role with Migrated Account 5. Creating/Updating your profile ( 1-A) 6. Tips for SAM use (Packet) www.mnptac.org 50
  • 51. Need help? Call a Local PTAC visit our website: www.mnptac.org www.mnptac.org
  • 52. PTAC’s Statewide Presence MINNESOTA Bemidji Detroit Lakes St. Cloud Minneapolis St. Paul Savage Mankato www.mnptac.org 52
  • 53. The Procurement Technical Assistance Center’s mission is to strengthen Minnesota’s economy by stimulating job creation, growth and business retention and helping companies pursue government contracts. www.mnptac.org 53
  • 54. www.mnptac.org 54