what’s new in sam? training...sam homepage (1 of 2) • redesigned the sam homepage, website main...

Presented by: Memi Whitehead, GSA Integrated Award Environment

What’s New in SAM? Recent Changes in the System for Award Management

PROCURE-TO-PAY DEFENSE PROCUREMENT AND ACQUISITION POLICY

TRAINING SYMPOSIUM

May 30 – June 1, 2017 ● Hyatt Regency Orlando FL 1

Agenda • Q2 FY17 Quarterly Release (24 Feb 2017)

– Release Notes https://www.sam.gov/sam/transcript/SAM_Release_Notes_2017_02_24.pdf

– Enhancements • User Experience • Data Quality • Regulatory Compliance

– Other Focus Areas • Q3 FY17 Quarterly Release (23 Jun 2017)

– What comes next

2017 Procure-to-Pay Training Symposium 2

What We Did to…

Improve User Experience – for current users of SAM

Increase Data Quality – for interfacing systems

Ensure Regulatory Compliance – with changing policy and guidelines

2017 Procure-to-Pay Training Symposium 3

IMPROVE USER EXPERIENCE What we did to…

2017 Procure-to-Pay Training Symposium 4

SAM Homepage (1 of 2) • Redesigned the SAM Homepage, website main

navigation bar, and website footer • Provides a more user-friendly entrance point to

help users: – Easily navigate the website – Create a user account – Register their entity – Search for records

2017 Procure-to-Pay Training Symposium 5

SAM Homepage (2 of 2)

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Check Status (1 of 4)

• Added the SAM Status Tracker to the main navigation bar

• Allows users to quickly check their entity registration status without logging into the system

2017 Procure-to-Pay Training Symposium 7

Check Status (2 of 4)

2017 Procure-to-Pay Training Symposium 8

Check Status (3 of 4)

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Check Status (4 of 4)

2017 Procure-to-Pay Training Symposium 10

INCREASE DATA QUALITY What we did to…

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Taxpayer Information (1 of 4)

• Updated the page description, Consent to Disclosure of Tax Information, and TIN Match Instructions on the IRS Consent page

• Provides more clear direction to users for properly executing the consent

2017 Procure-to-Pay Training Symposium 12

Taxpayer Information (2 of 4)

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Taxpayer Information (3 of 4)

• Enabled editing of the taxpayer address and taxpayer information fields on the IRS Consent page during a registration update or renewal

• Increases quality of consent data provided to IRS

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Taxpayer Information (4 of 4)

2017 Procure-to-Pay Training Symposium 15

ENSURE REGULATORY COMPLIANCE What we did to…

2017 Procure-to-Pay Training Symposium 16

FAR 52.209-7 & FAR 52.204-10 (1 of 2) • Added a statement to the Representations

and Certifications (Reps & Certs) review page and Reps & Certs PDF

• Clarifies that by having an active registration the user has complied with the certain reporting requirements

2017 Procure-to-Pay Training Symposium 17

FAR 52.209-7 & FAR 52.204-10 (2 of 2)

2017 Procure-to-Pay Training Symposium 18

Implemented FAR Case 2015-024 (1 of 2)

• Updated FAR 52.212-3 to include paragraph (t) containing the new Public Disclosure of Greenhouse Gas Emissions and Reduction Goals – Representation

2017 Procure-to-Pay Training Symposium 19

Implemented FAR Case 2015-024 (2 of 2)

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Implemented FAR Case 2015-012 (1 of 2)

• Updated FAR 52.212-3 to include paragraph (u) Prohibition on Contracting with Entities That Require Certain Internal Confidentiality Agreements or Statements – Representation

• Included the same representation in a new read-only provision for FAR 52.203-18

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Implemented FAR Case 2015-012 (2 of 2)

2017 Procure-to-Pay Training Symposium 22

OTHER FOCUS AREAS What else did we do…

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Accessibility Improvements • Removed several incorrect mandatory field

markers • Improved accessibility on the Exclusion

Details page • Improved tabbing navigation on the Cross-

Reference page of an exclusion record

2017 Procure-to-Pay Training Symposium 24

Exclusions Management

• Streamlined submission of multiple exclusion records via Exclusion Uploader

• Updated content and formatting of Quick Start Guide for Exclusions

2017 Procure-to-Pay Training Symposium 25

Entity Registrations

• Fixed a display issue for hyphenated, non-U.S. postal codes

• Fixed an issue causing the physical address to be removed from some U.S. government registrations on update

• Fixed a Print Summary issue

2017 Procure-to-Pay Training Symposium 26

Manage Entity Core Data • Resolved an issue impacting the state

displayed for some Congressional Districts • Updated most current tax year validation

rule on IRS Consent page • Fixed a CAGE Code issue tied to changing

purpose of registration

2017 Procure-to-Pay Training Symposium 27

Manage Entity Reps & Certs

• Fixed a display issue in FAR 52.212-3(l)(4) for certain government entities

• Resolved a certifier’s name display issue • Updated language at FAR 52.212-3(s) to

reflect court order

2017 Procure-to-Pay Training Symposium 28

Service Contract Reporting

• Updated data access pages to reflect final Service Contract Report for Fiscal Year 2016

• Report available for those users with access to For Official Use Only (FOUO) information

2017 Procure-to-Pay Training Symposium 29

Manage Entity Users

• Fixed an issue with recurring sub-headers on the Manage User Roles page

• Improved performance on the User Information page by removing redundant data

2017 Procure-to-Pay Training Symposium 30

Search Records

• Fixed an issue where the "Clear Search" button was not clearing the main navigation search bar found across each page for authenticated users

2017 Procure-to-Pay Training Symposium 31

View Records

• Fixed an issue where users with an Entity Viewer role were unable to view their entity on the Existing Entity Registration page if it had opted out of public search

2017 Procure-to-Pay Training Symposium 32

System Accounts

• Improved usability by implementing a Password Requirement validation pop-up for System Account password resets

2017 Procure-to-Pay Training Symposium 33

Public API

• Updated API field names to fix several typos and to clarify elements

• Updated SAM Search API’s Advanced Search to return inactive records if they otherwise meet the search criteria

2017 Procure-to-Pay Training Symposium 34

Web Services & Extracts

• Re-engineered the SAM Entity Management Web Service to near-real time refresh rate

• Fixed a Geographic Area Served display issue in the SAM Entity Management web service response

2017 Procure-to-Pay Training Symposium 35

Sitewide

• Updated the sitewide navigation logic for invalid username to improve usability

• Users are now consistently taken to the Invalid Credentials page and an updated error message is displayed

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PREVIEW OF UPCOMING RELEASE What comes next…

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Upcoming Quarterly Release

• Streamline Exclusion Management Business Process Allow exclusion officials to quickly verify the information associated with a CAGE Code as they are adding the CAGE Code to the exclusion record's identification information if there is not an entity registration already in SAM.

• Improve User Experience Enable authenticated users to quickly access the SAM Status Tracker by making the Check Status link part of the main navigation even after log on.

Reduce confusion by updating the display name of the Treasury Offset Program debt indicator we receive from Treasury's Debt Management Services to "Debt Subject to Offset" wherever the term is currently displayed in the application as "Delinquent Federal Debt.”

2017 Procure-to-Pay Training Symposium 38

Verify CAGE Code Information (1 of 2)

2017 Procure-to-Pay Training Symposium 39 NOTE: Test data was used for all screenshots.

Verify CAGE Code Information (2 of 2)

2017 Procure-to-Pay Training Symposium 40 NOTE: Test data was used for all screenshots.

Authenticated Check Status (1 of 3)

2017 Procure-to-Pay Training Symposium 41 NOTE: Test data was used for all screenshots.

Authenticated Check Status (2 of 3)

2017 Procure-to-Pay Training Symposium 42 NOTE: Test data was used for all screenshots.

Authenticated Check Status (3 of 3)

2017 Procure-to-Pay Training Symposium 43 NOTE: Test data was used for all screenshots.

Debt Subject to Offset (1 of 2)

2017 Procure-to-Pay Training Symposium 44 NOTE: Test data was used for all screenshots.

Debt Subject to Offset (2 of 2)

2017 Procure-to-Pay Training Symposium 45 NOTE: Test data was used for all screenshots.

Continued, Incremental Improvement

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User Experience

Regulatory Compliance

Data Quality

PROCURE PAY TO

TRAINING SYMPOSIUM

May 30 – June 1, 2017 ● Hyatt Regency Orlando FL

DEFENSE PROCUREMENT AND ACQUISITION POLICY

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