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SAM – Part 1
Creating an Account

Migrating an old account
Pat Dotter
Southwestern Area Manager, PTAC MN
507-549-3193
pdot...
Agenda
1. Get to know SAM – Home Page
2. Create an Account – (Register to Use SAM) –
everyone must create a personal accou...
www.mnptac.org

3
www.mnptac.org

4
www.mnptac.org

5
www.mnptac.org

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www.mnptac.org

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www.mnptac.org
www.mnptac.org
www.mnptac.org
www.mnptac.org

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www.mnptac.org

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Agenda
 Get to know SAM – Home Page
2. Register to Use SAM –

everyone must create an account!

(government, individual u...
www.sam.gov

www.mnptac.org

14
www.mnptac.org

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www.mnptac.org

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www.mnptac.org

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www.mnptac.org

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www.mnptac.org

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www.mnptac.org

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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
docume...
www.mnptac.org

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This email was sent by an automated administrator. Please do not reply to this message.
Thank you for registering in the U...
www.mnptac.org

24
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 documen...
Agenda
 Get to know SAM – Home Page
 Register to Use SAM – everyone must create an account!
(government, individual user...
TIP #2- Usage Agreement will appear EVERY
time you log in to SAM

www.mnptac.org

27
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...
- Legacy Accounts Click Here on
Migrate Legacy System

www.mnptac.org

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www.mnptac.org

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www.mnptac.org

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www.mnptac.org

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www.mnptac.org

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www.mnptac.org

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www.mnptac.org

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- Legacy Accounts Click Here
- Select or Search 3 areas

www.mnptac.org

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www.mnptac.org

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www.mnptac.org

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Agenda
 Get to know SAM – Home Page
 Register to Use SAM – everyone must create an account!
(government, individual user...
www.mnptac.org

40
www.mnptac.org

41
www.mnptac.org

42
www.mnptac.org

43
www.mnptac.org

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Any company user can request a role here – a
confirming email will be sent to the POC for
verification and approval before...
www.mnptac.org

46
www.mnptac.org

47
www.mnptac.org

48
www.mnptac.org

49
Agenda
 Get to know SAM – Home Page
 Register to Use SAM – everyone must create an account!
(government, individual user...
Need help?
Call a Local PTAC
visit our website:
www.mnptac.org

www.mnptac.org
PTAC’s Statewide Presence
MINNESOTA
Bemidji
Detroit Lakes
St. Cloud

Minneapolis

St. Paul

Savage

Mankato

www.mnptac.or...
The Procurement Technical Assistance Center’s mission
is to strengthen Minnesota’s economy by stimulating
job creation, gr...
www.mnptac.org

54
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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, 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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System for award management level 1-p dotter 031009

  1. 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. 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. 3. www.mnptac.org 3
  4. 4. www.mnptac.org 4
  5. 5. www.mnptac.org 5
  6. 6. www.mnptac.org 6
  7. 7. www.mnptac.org 7
  8. 8. www.mnptac.org
  9. 9. www.mnptac.org
  10. 10. www.mnptac.org
  11. 11. www.mnptac.org 11
  12. 12. www.mnptac.org 12
  13. 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. 14. www.sam.gov www.mnptac.org 14
  15. 15. www.mnptac.org 15
  16. 16. www.mnptac.org 16
  17. 17. www.mnptac.org 17
  18. 18. www.mnptac.org 18
  19. 19. www.mnptac.org 19
  20. 20. www.mnptac.org 20
  21. 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
  22. 22. www.mnptac.org 22
  23. 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
  24. 24. www.mnptac.org 24
  25. 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. 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. 27. TIP #2- Usage Agreement will appear EVERY time you log in to SAM www.mnptac.org 27
  28. 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. 29. - Legacy Accounts Click Here on Migrate Legacy System www.mnptac.org 29
  30. 30. www.mnptac.org 30
  31. 31. www.mnptac.org 31
  32. 32. www.mnptac.org 32
  33. 33. www.mnptac.org 33
  34. 34. www.mnptac.org 34
  35. 35. www.mnptac.org 35
  36. 36. - Legacy Accounts Click Here - Select or Search 3 areas www.mnptac.org 36
  37. 37. www.mnptac.org 37
  38. 38. www.mnptac.org 38
  39. 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
  40. 40. www.mnptac.org 40
  41. 41. www.mnptac.org 41
  42. 42. www.mnptac.org 42
  43. 43. www.mnptac.org 43
  44. 44. www.mnptac.org 44
  45. 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
  46. 46. www.mnptac.org 46
  47. 47. www.mnptac.org 47
  48. 48. www.mnptac.org 48
  49. 49. www.mnptac.org 49
  50. 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. 51. Need help? Call a Local PTAC visit our website: www.mnptac.org www.mnptac.org
  52. 52. PTAC’s Statewide Presence MINNESOTA Bemidji Detroit Lakes St. Cloud Minneapolis St. Paul Savage Mankato www.mnptac.org 52
  53. 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. 54. www.mnptac.org 54

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