Joint Governance Meeting 11/30/17beta.SAM.gov | For People Who Make, Receive, and Manage Federal Awards

Stakeholder Forum:FBO Transition

October 17, 2019

Katherine Rollins, GSA

1beta.SAM.gov | For People Who Make, Receive, and Manage Federal Awards

Agenda● Modernization Overview● FBO.gov Transition

○ Transition Timeline○ New Features○ User Transition Preparation

● Questions / Feedback

beta.SAM.gov is now operational, launched in Q4 FY17.

Current operational systems will run in parallel to the beta site and will remain the authoritative sources until they are decommissioned.

beta.SAM.gov will eventually become SAM.gov.

beta.SAM.gov

Stakeholder Forumbeta.SAM.gov | For People Who Make, Receive, and Manage Federal Awards

Stakeholder Forumbeta.SAM.gov | For People Who Make, Receive, and Manage Federal Awards

CFDA PPIRS*(Merged with CPARS)

WDOL FBO SAM FSRS

ESRS

FAPIIS CPARS

LEGACY SITE DECOMMISSION STATUS

DECOMMISSIONED IN PROGRESS FUTURE

SAM.gov Modernization

FPDS

Nov 2019

FBO.gov Transition

Thursday11/7

Friday11/8

Saturday11/9

Monday11/11

Veteran’s Day Holiday

Tuesday11/12

Data Freeze FBO.gov (Notices and Users)

Beta.SAM Downtime

Beta.SAM.gov Contract Opportunities Authoritative

FBO.gov Authoritative for Search and View of Opportunities

FBO Decommissioning Timeline

Sunday11/10

What happens to the FBO.gov website after decommissioning?After decommissioning, FBO.gov will still be an active URL with a redirect to beta.SAM.

To help users orient to the new Contract Opportunities, the redirect will go first to a splash page with the following:

● User Transition information● Training ● Links to important places in beta.SAM.gov

Stakeholder Forumbeta.SAM.gov | For People Who Make, Receive, and Manage Federal Awards

Stakeholder Forumbeta.SAM.gov | For People Who Make, Receive, and Manage Federal Awards

Contract OpportunitiesSplash Page

WORKSPACELEARNING

CENTER

How is beta.SAM.gov Organized?One website for people who make, receive, and manage federal awards

SEARCHDATA

SERVICESDATA BANK

(coming soon) Find contract opportunities*

Extracts and APIs available for public

Find federal assistance

Look up wage rates*

Find registered vendors*

Save searches

Download search results

Get featured search results

Explore our video tutorials, FAQs, quick start guides, and

glossarySearch online help

Discover additional resourcesRead featured articles

Find new content

Access your saved searches, requests, and notificationsAdminister your organization and usersManage your assistance listingsPost your contract opportunities, register your entity, report your sub-awards, manage your past performance

Connect to our web services

and APIs

Integrate with our data feeds

Download our data extract

Run required reportsTrack and measure complianceAnalyze contract opportunities and dataAnalyze entity dataSave and download reports

* Not yet the authoritative sourceItalicized content is coming soon

Stakeholder Forumbeta.SAM.gov | For People Who Make, Receive, and Manage Federal Awards

Login.govWhy Get an Account?

● Access to additional features such as reports, saved searches, and following

● To add your entity to the Interested Vendors List● To get roles for data management or to request access

to anything not public

beta.SAM.gov utilizing login.gov for user authentication:

● Over 14K users have beta.sam.gov accounts accessible through login.gov

● Availability is 99.95% in production● Entities and government users who ALREADY have a

SAM.gov user account can link to that login account by using the same email

Stakeholder Forumbeta.SAM.gov | For People Who Make, Receive, and Manage Federal Awards

Login.gov● Go to sign up on the toolbar● Select create an account● Enter your email● You will receive a link with a security code via email.● Go to the link and enter that security code and press

continue.● Create your password and press continue.● Select the method by which you wish to login with the

most common being:○ CAC/PIV (Federal Users Only)○ Text Message/SMS

● Two factor authentication is required for all users

Stakeholder Forumbeta.SAM.gov | For People Who Make, Receive, and Manage Federal Awards

New Ways to Export Data● Search results download directly from

page

● Individual Notice download directly from detail page

● Full Nightly Opportunity Notice Data Export from Data Services (replaces ftp.fbo.gov)

● Public API Exports of Notice Data (replaces ftp.fbo.gov)

● To download any data, including public, user must be logged in

Stakeholder Forumbeta.SAM.gov | For People Who Make, Receive, and Manage Federal Awards

Consolidated Learning Center

● User must still be a signed in user to ‘add’ an entity to the IVL

● Each IVL is:○ still a tab on the specific notice○ now sortable by entity name or date added

● IVL Entry shows additional Entity information:○ Entity name○ UEI (DUNS)○ CAGE○ Address○ NAICS

Stakeholder Forumbeta.SAM.gov | For People Who Make, Receive, and Manage Federal Awards

Interested Vendors List

● User must still be a signed in user to ‘save a search’● User can save a search for any domain including the

Contract Opportunities domain

● User can add more filters to your search through the ‘change filters’ button

● Contract Opportunity Notice Types:○ Consolidated Justification Type○ Solicitation Type (New)

● Product Service Codes:○ Now allow input down to actual 4 digit PSC○ Filtering at higher levels will pull everything

below into results

Stakeholder Forumbeta.SAM.gov | For People Who Make, Receive, and Manage Federal Awards

Searching

Federal Hierarchy BackgroundPer OMB Direction, the IAE Federal Hierarchy (FH) in beta.SAM.gov will:

• Provide a consistent Federal Hierarchy for use in award reporting

• Become the authoritative source formanagement and dissemination of Department/Independent Agency, Sub-Tier Agency, and Office data needed for awarding and transparency purposes

• Provide agencies the ability to independently manage their awarding and funding office Activity Address Codes (AACs)

Stakeholder Forumbeta.SAM.gov | For People Who Make, Receive, and Manage Federal Awards

Stakeholder Forumbeta.SAM.gov | For People Who Make, Receive, and Manage Federal Awards

Federal Hierarchy Public Search

How a Public User Should Prepare

Public User Preparing for FBO Transition

● Confirm what you have in FBO today:○ What notices am I watching?○ What do I have in my Search Agent?○ What controlled attachments do I have access to?○ What Interest Vendor Lists am I listed on?

● Create your beta.SAM.gov account○ User accounts are for individuals, and will require two factor

authentication○ Can do this now in beta.SAM with your Business or Federal email

● No need for roles○ The system will know you are a non-government user, and give you

permission matching the legacy ‘vendor’ role

● Check out your workspace:○ Before launch, your beta.SAM.gov workspace will have your profile, as

well as the place to manage your following and saved searches.

As a Public user, I need to:

Resources For User TransitionFact Sheet FBO.gov Transition Fact Sheet

Transition Guides For Federal Users For Federal Administrators

Quick Start Guides LoginFor Federal Users For Administrators For Contractors

For System Accounts Federal User Guide Vol 1 (Preparing (Roles, etc))

Federal User Guide Vol 2 (Creating and Posting Opportunities)

Federal User Guide Vol 3 (Managing opportunities and IVL)

FAQs System Account FAQs Federal Hierarchy FAQs

Help Videos What is Beta.Sam? Who Needs an Account Login.gov Search

Role Management Federal User Contract Opportunity

Contract Opportunity for Contractors

Help at anytime Learning Center on beta.SAM -- More Video Walkthroughs, FAQ’s and Glossaries

How a Contracting Officer/SpecialistShould Prepare

Federal User Preparing for FBO Transition

● Confirm what you have in FBO today:○ What is my role(s)/permissions in FBO.gov?○ What is my FBO.gov UserName and Password?○ What Office(s) am I associated with in FBO?○ What notices am I watching?○ What do I have in my Search Agent?

● Create your beta.SAM.gov account○ Can do this now in beta.SAM with your Federal email

● Request Role/Migrate Legacy Role○ You may now migrate your roles using FBO.gov username/password as of

Sept 30th. If you reset your FBO.gov password after 9/30, then you can either request a role directly in beta.SAM or wait to migrate the legacy role after launch on 11/12.

● Check out your workspace:○ Before launch, your beta.SAM.gov workspace will have your profile, view

of your Federal Hierarchy, and management of following, and saved searches. At launch, your beta.SAM.gov workspace will additionally include a widget allowing you to access Contract Opportunities. You are now prepared to begin working on your notices.

As a Federal user, I need to:

Stakeholder Forumbeta.SAM.gov | For People Who Make, Receive, and Manage Federal Awards

Displaying Offices in the Federal Hierarchy

IAE Change Control Board Meeting - May 23, 2019beta.SAM.gov | For People Who Make, Receive, and Manage Federal Awardsbeta.SAM.gov | For People Who Make, Receive, and Manage Federal Awards

Your Notices and the New Federal Hierarchy● The FBO Hierarchy the beta.SAM.gov Authoritative Federal Hierarchy

○ Agency Administrators have been mapping legacy FBO hierarchy organizations to the new beta.SAM.gov hierarchy

○ If DOT mapped your office to the new hierarchy, your notices will be updated with the new office at transition

○ Notices which match your office in beta.SAM.gov will show in your workspace● If you can’t see an active notice in your workspace

○ Check your role■ If you are assigned at the ‘office’ level then you can only see the notices tied to that office

● Reach out to your administrator to edit the notice with the correct office● Upon publishing, the notice will show for anyone with access to the beta.SAM.gov office

■ If you are assigned at a level above the orphan office, go to your workspace and click to see unmapped offices through the filters

● Find your notice in this list, open the notice to edit and assign to an active beta.SAM.gov organization

● Upon publishing the notice will show with the active office

Stakeholder Forum

IAE Change Control Board Meeting - May 23, 2019beta.SAM.gov | For People Who Make, Receive, and Manage Federal Awardsbeta.SAM.gov | For People Who Make, Receive, and Manage Federal Awards

Stakeholder Forum

How an Administrator Should Prepare

Administrator Preparing for FBO Transition

● Know where help is○ Learning Center has videos, FAQ’s and glossaries○ Watch the Role Management Video:

https://beta.sam.gov/cm/videos/detail?id=186○ Quick Start Guide Coming Soon!

● Have your users sign up in Beta.SAM○ They can start now by registering with their government email

● Find your users○ Use User Directory in your workspace to find users and roles already

assigned

● Assign Users Roles○ Using ‘bulk update’ you can assign roles with privileges to correct

offices for more than one user○ You will also get requests for roles which you need to review and take

action

As a Federal Administrator, I need to:

Agency Admin

Buyer

Limited Buyer

Vendor

Administrator (Manages Users)

Contracting Officer (Publishes Notices)

Contract Specialist (Drafts Notices)

No role needed, just register

Engineer

Opportunities Domain

Roles

CS w/attachment permissions only

Resources For User TransitionFact Sheet FBO.gov Transition Fact Sheet

Transition Guides For Federal Users For Federal Administrators

Quick Start Guides LoginFor Federal Users For Administrators For Contractors

For System Accounts Federal User Guide Vol 1 (Preparing (Roles, etc))

Federal User Guide Vol 2 (Creating and Posting Opportunities)

Federal User Guide Vol 3 (Managing opportunities and IVL)

FAQs System Account FAQs Federal Hierarchy FAQs

Help Videos What is Beta.Sam? Who Needs an Account Login.gov Search

Role Management Federal User Contract Opportunity

Contract Opportunity for Contractors

Help at anytime Learning Center on beta.SAM -- More Video Walkthroughs, FAQ’s and Glossaries

The Integrated Award Environment

GSA Federal Acquisition Service1800 F Street NW, Washington, D.C.

Contact FSD.gov for assistance

Additional Questions?