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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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www.mnptac.org
Pat Dotter
Southwestern Area Manager, PTAC MN 507-549-3193
pdotter@mnptac.org www.mnptac.org
October 9, 2013
SAM – Part 1
Creating an Account
Migrating an old account
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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
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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
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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 document for proof of registration TIP #2 – you MUST click the “DONE” button
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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.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 866-606-8220 (toll free) or at 334-206-7828 (internationally). Thank you, The System for Award Management (SAM) Administrator https://www.sam.gov/portal/public/SAM
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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 document for proof of registration TIP #2 – You MUST click the “DONE” button
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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
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TIP #2- Usage Agreement will appear EVERY time you log in to SAM
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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
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- Legacy Accounts Click Here on Migrate Legacy System
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- Legacy Accounts Click Here
- Select or Search 3 areas
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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
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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 the person requesting will be granted a role
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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)
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Need help?
Call a Local PTAC
visit our website:
www.mnptac.org
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PTAC’s Statewide Presence
Detroit Lakes
St. Cloud
St. Paul
Savage
MINNESOTA
Minneapolis
Bemidji
Mankato
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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.
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