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. 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
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
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
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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
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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
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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
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29. - Legacy Accounts Click Here on
Migrate Legacy System
www.mnptac.org
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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
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
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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
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
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