sam.gov a case study - nspa - eportal · • register to do business with the u.s. government ......
TRANSCRIPT
![Page 1: SAM.gov A Case Study - NSPA - ePortal · • Register to do business with the U.S. government ... oSubmit a live chat request for help ... PAKISTAN 186 SOUTH AFRICA 141](https://reader033.vdocument.in/reader033/viewer/2022052712/5ae238f07f8b9ae74a8c2522/html5/thumbnails/1.jpg)
U.S. General Services Administration
SAM.gov – A Case Study
Meredith “Memi” Whitehead Lead Program Manager, Business Operations Integrated Award Environment
World Codification Forum
May 25, 2017
![Page 2: SAM.gov A Case Study - NSPA - ePortal · • Register to do business with the U.S. government ... oSubmit a live chat request for help ... PAKISTAN 186 SOUTH AFRICA 141](https://reader033.vdocument.in/reader033/viewer/2022052712/5ae238f07f8b9ae74a8c2522/html5/thumbnails/2.jpg)
Agenda
• What is SAM?
• Getting Started
• International Registrants
• Reported Challenges
2
![Page 3: SAM.gov A Case Study - NSPA - ePortal · • Register to do business with the U.S. government ... oSubmit a live chat request for help ... PAKISTAN 186 SOUTH AFRICA 141](https://reader033.vdocument.in/reader033/viewer/2022052712/5ae238f07f8b9ae74a8c2522/html5/thumbnails/3.jpg)
What is SAM?
Understanding the Context
3
![Page 4: SAM.gov A Case Study - NSPA - ePortal · • Register to do business with the U.S. government ... oSubmit a live chat request for help ... PAKISTAN 186 SOUTH AFRICA 141](https://reader033.vdocument.in/reader033/viewer/2022052712/5ae238f07f8b9ae74a8c2522/html5/thumbnails/4.jpg)
Overview
Portfolio of Mandated U.S. Government-Wide Systems
For people who make, receive, or track federal awards
4
![Page 5: SAM.gov A Case Study - NSPA - ePortal · • Register to do business with the U.S. government ... oSubmit a live chat request for help ... PAKISTAN 186 SOUTH AFRICA 141](https://reader033.vdocument.in/reader033/viewer/2022052712/5ae238f07f8b9ae74a8c2522/html5/thumbnails/5.jpg)
Driving Business Outcomes
Part of a government-wide infrastructure that:
• Protects Tax Dollars
• Reduces Duplication in Federal IT
• Reduces Burden
o on Federal Officials
o on Federal Awardees
• Increases Transparency
5
![Page 6: SAM.gov A Case Study - NSPA - ePortal · • Register to do business with the U.S. government ... oSubmit a live chat request for help ... PAKISTAN 186 SOUTH AFRICA 141](https://reader033.vdocument.in/reader033/viewer/2022052712/5ae238f07f8b9ae74a8c2522/html5/thumbnails/6.jpg)
What is SAM?
The System for Award Management (SAM) is an official website of the U.S. government.
There is no cost to use SAM. Use this site for FREE to:
• Register to do business with the U.S. government
• Update or renew your entity registration
• Check status of an entity registration
• Search for entity registration & exclusion records
• Get help through our supporting service desk at www.fsd.gov
6
![Page 7: SAM.gov A Case Study - NSPA - ePortal · • Register to do business with the U.S. government ... oSubmit a live chat request for help ... PAKISTAN 186 SOUTH AFRICA 141](https://reader033.vdocument.in/reader033/viewer/2022052712/5ae238f07f8b9ae74a8c2522/html5/thumbnails/7.jpg)
SAM “By the Numbers”
• Over 450,000 registered users
• More than 5 million searches monthly
• More than 1.3 million visits monthly
• Over 600,000 active entities registered to do business with the U.S. government
o Over 25,000 active entities (4%) outside the U.S.
o Process an average of:
▪ 7,000 new registrations activated monthly
▪ 52,000 registrations updated/renewed monthly
• Almost 147,000 active exclusion records to inform government award decisions
7
![Page 8: SAM.gov A Case Study - NSPA - ePortal · • Register to do business with the U.S. government ... oSubmit a live chat request for help ... PAKISTAN 186 SOUTH AFRICA 141](https://reader033.vdocument.in/reader033/viewer/2022052712/5ae238f07f8b9ae74a8c2522/html5/thumbnails/8.jpg)
Getting Started
Registering to do business with the U.S. Government
8
![Page 9: SAM.gov A Case Study - NSPA - ePortal · • Register to do business with the U.S. government ... oSubmit a live chat request for help ... PAKISTAN 186 SOUTH AFRICA 141](https://reader033.vdocument.in/reader033/viewer/2022052712/5ae238f07f8b9ae74a8c2522/html5/thumbnails/9.jpg)
Why register in SAM?
Procurement (FAR Subpart 4.11)
o Increase visibility of vendor sources (including their geographical locations) for specific supplies and services; and
oEstablish a common source of vendor data for the Government
Federal Assistance (2 CFR Part 25)
oProvide a repository for standard information about applicants and recipients
9
![Page 10: SAM.gov A Case Study - NSPA - ePortal · • Register to do business with the U.S. government ... oSubmit a live chat request for help ... PAKISTAN 186 SOUTH AFRICA 141](https://reader033.vdocument.in/reader033/viewer/2022052712/5ae238f07f8b9ae74a8c2522/html5/thumbnails/10.jpg)
To get started, international entities need:
• NATO Commercial And Government Entity (NCAGE) Code, Organization Name, and Physical Address from your NCAGE record
o If you don't already have one, you can request an NCAGE Code online for FREE
• DUNS Number, Legal Business Name, and Physical Address from your Dun & Bradstreet (D&B) record
• If you don't already have one, you can request a DUNS Number for FREE from D&B
• Make sure your DUNS information and NCAGE information match
10
Getting Started
![Page 11: SAM.gov A Case Study - NSPA - ePortal · • Register to do business with the U.S. government ... oSubmit a live chat request for help ... PAKISTAN 186 SOUTH AFRICA 141](https://reader033.vdocument.in/reader033/viewer/2022052712/5ae238f07f8b9ae74a8c2522/html5/thumbnails/11.jpg)
Request an NCAGE Code
11
![Page 12: SAM.gov A Case Study - NSPA - ePortal · • Register to do business with the U.S. government ... oSubmit a live chat request for help ... PAKISTAN 186 SOUTH AFRICA 141](https://reader033.vdocument.in/reader033/viewer/2022052712/5ae238f07f8b9ae74a8c2522/html5/thumbnails/12.jpg)
Request a DUNS Number
12
![Page 13: SAM.gov A Case Study - NSPA - ePortal · • Register to do business with the U.S. government ... oSubmit a live chat request for help ... PAKISTAN 186 SOUTH AFRICA 141](https://reader033.vdocument.in/reader033/viewer/2022052712/5ae238f07f8b9ae74a8c2522/html5/thumbnails/13.jpg)
13
https://www.sam.gov
![Page 14: SAM.gov A Case Study - NSPA - ePortal · • Register to do business with the U.S. government ... oSubmit a live chat request for help ... PAKISTAN 186 SOUTH AFRICA 141](https://reader033.vdocument.in/reader033/viewer/2022052712/5ae238f07f8b9ae74a8c2522/html5/thumbnails/14.jpg)
14
Easily Check Status
![Page 15: SAM.gov A Case Study - NSPA - ePortal · • Register to do business with the U.S. government ... oSubmit a live chat request for help ... PAKISTAN 186 SOUTH AFRICA 141](https://reader033.vdocument.in/reader033/viewer/2022052712/5ae238f07f8b9ae74a8c2522/html5/thumbnails/15.jpg)
Getting FREE Help (1 of 2)
Go to the SAM > Help page for User Guides and searchable FAQs:
15
![Page 16: SAM.gov A Case Study - NSPA - ePortal · • Register to do business with the U.S. government ... oSubmit a live chat request for help ... PAKISTAN 186 SOUTH AFRICA 141](https://reader033.vdocument.in/reader033/viewer/2022052712/5ae238f07f8b9ae74a8c2522/html5/thumbnails/16.jpg)
Getting FREE Help (2 of 2)
Quick Start Guide for International Registrants
ohttps://www.sam.gov/sam/transcript/Quick_Guide_for_International_Entity_Registration.pdf
Visit our supporting Federal Service Desk at www.fsd.gov to:
oSubmit a live chat request for help
oSubmit a web form request for help
oOr call 1-334-206-7828 to speak with an agent Monday to Friday, 8 a.m. to 8 p.m. (Eastern Time)
16
![Page 17: SAM.gov A Case Study - NSPA - ePortal · • Register to do business with the U.S. government ... oSubmit a live chat request for help ... PAKISTAN 186 SOUTH AFRICA 141](https://reader033.vdocument.in/reader033/viewer/2022052712/5ae238f07f8b9ae74a8c2522/html5/thumbnails/17.jpg)
International Registrants
Who is registering in SAM and why?
17
![Page 18: SAM.gov A Case Study - NSPA - ePortal · • Register to do business with the U.S. government ... oSubmit a live chat request for help ... PAKISTAN 186 SOUTH AFRICA 141](https://reader033.vdocument.in/reader033/viewer/2022052712/5ae238f07f8b9ae74a8c2522/html5/thumbnails/18.jpg)
International Registrants
A recent snapshot:
• 602,713 active entity registrations in SAM
• 25,358 (4%) registrations had a physical address outside of the United States
18
577,355
25,358
ActiveRegistrations(USA)
ActiveRegistrations(International)
![Page 19: SAM.gov A Case Study - NSPA - ePortal · • Register to do business with the U.S. government ... oSubmit a live chat request for help ... PAKISTAN 186 SOUTH AFRICA 141](https://reader033.vdocument.in/reader033/viewer/2022052712/5ae238f07f8b9ae74a8c2522/html5/thumbnails/19.jpg)
COUNTRY TOTAL
CANADA 2,150
JAPAN 1,657
UNITED KINGDOM 1,526
GERMANY 1,543
KOREA, SOUTH 1,296
ITALY 1,104
AFGHANISTAN 998
INDIA 460
IRAQ 425
SPAIN 435
UKRAINE 380
AUSTRALIA 373
PAKISTAN 329
SOUTH AFRICA 315
NETHERLANDS 319
International “Top 15”
19
![Page 20: SAM.gov A Case Study - NSPA - ePortal · • Register to do business with the U.S. government ... oSubmit a live chat request for help ... PAKISTAN 186 SOUTH AFRICA 141](https://reader033.vdocument.in/reader033/viewer/2022052712/5ae238f07f8b9ae74a8c2522/html5/thumbnails/20.jpg)
COUNTRY TOTAL
CANADA 1,940
JAPAN 1,548
GERMANY 1,335
KOREA, SOUTH 1,264
UNITED KINGDOM 1,225
ITALY 984
AFGHANISTAN 919
IRAQ 408
SPAIN 325
AUSTRALIA 258
INDIA 236
NETHERLANDS 218
PAKISTAN 186
SOUTH AFRICA 141
UKRAINE 124
All Awards “Top 15”
20
ALL AWARDS
CANADA
JAPAN
GERMANY
KOREA, SOUTH
UNITED KINGDOM
ITALY
AFGHANISTAN
IRAQ
SPAIN
AUSTRALIA
INDIA
NETHERLANDS
PAKISTAN
SOUTH AFRICA
UKRAINE
![Page 21: SAM.gov A Case Study - NSPA - ePortal · • Register to do business with the U.S. government ... oSubmit a live chat request for help ... PAKISTAN 186 SOUTH AFRICA 141](https://reader033.vdocument.in/reader033/viewer/2022052712/5ae238f07f8b9ae74a8c2522/html5/thumbnails/21.jpg)
COUNTRY TOTAL
UNITED KINGDOM 301
UKRAINE 256
INDIA 224
CANADA 210
GERMANY 208
SOUTH AFRICA 174
PAKISTAN 143
ITALY 120
AUSTRALIA 115
SPAIN 110
JAPAN 109
NETHERLANDS 101
AFGHANISTAN 79
KOREA, SOUTH 32
IRAQ 17
Federal Assistance “Top 15”
21
FEDERAL ASSISTANCE
UNITED KINGDOM
UKRAINE
INDIA
CANADA
GERMANY
SOUTH AFRICA
PAKISTAN
ITALY
AUSTRALIA
SPAIN
JAPAN
NETHERLANDS
AFGHANISTAN
KOREA, SOUTH
IRAQ
![Page 22: SAM.gov A Case Study - NSPA - ePortal · • Register to do business with the U.S. government ... oSubmit a live chat request for help ... PAKISTAN 186 SOUTH AFRICA 141](https://reader033.vdocument.in/reader033/viewer/2022052712/5ae238f07f8b9ae74a8c2522/html5/thumbnails/22.jpg)
Reported Challenges
What challenges do international registrants face?
22
![Page 23: SAM.gov A Case Study - NSPA - ePortal · • Register to do business with the U.S. government ... oSubmit a live chat request for help ... PAKISTAN 186 SOUTH AFRICA 141](https://reader033.vdocument.in/reader033/viewer/2022052712/5ae238f07f8b9ae74a8c2522/html5/thumbnails/23.jpg)
What are the challenges?
We’ve heard from U.S. officials and registrants overseas:
• Registration process is difficult
• Required information is hard to obtain
• Software formatting challenges exist
• Want more from help desk support
23
![Page 24: SAM.gov A Case Study - NSPA - ePortal · • Register to do business with the U.S. government ... oSubmit a live chat request for help ... PAKISTAN 186 SOUTH AFRICA 141](https://reader033.vdocument.in/reader033/viewer/2022052712/5ae238f07f8b9ae74a8c2522/html5/thumbnails/24.jpg)
1. Process Difficult
“Registering to do business with the U.S. government is too hard.”
• New registrants don’t understand the steps
• Current registrants have problems managing users
• Policy requirements feel intrusive
• Can’t enter non-U.S. banking information
• Request a section for non-U.S. entities
• Wish there was a translation tool
24
![Page 25: SAM.gov A Case Study - NSPA - ePortal · • Register to do business with the U.S. government ... oSubmit a live chat request for help ... PAKISTAN 186 SOUTH AFRICA 141](https://reader033.vdocument.in/reader033/viewer/2022052712/5ae238f07f8b9ae74a8c2522/html5/thumbnails/25.jpg)
2. Multiple Data Sources
“How do I get my address to match between these different system? Who is right?”
• New registrants don’t know where to start
o Do I get my DUNS Number first?
o Do I get my NCAGE Code first?
o If there is a difference, which is right?
• Current registrants don’t know how to make updates
o Updating DUNS Number information
o Updating NCAGE Code information
25
![Page 26: SAM.gov A Case Study - NSPA - ePortal · • Register to do business with the U.S. government ... oSubmit a live chat request for help ... PAKISTAN 186 SOUTH AFRICA 141](https://reader033.vdocument.in/reader033/viewer/2022052712/5ae238f07f8b9ae74a8c2522/html5/thumbnails/26.jpg)
3. Formatting Challenges
“I tried to put my address in, but the website won’t accept the formatting.”
• Issues accurately capturing international addresses
• Issues formatting international phone numbers
• Problems representing entity names with non-English or Latin characters
26
![Page 27: SAM.gov A Case Study - NSPA - ePortal · • Register to do business with the U.S. government ... oSubmit a live chat request for help ... PAKISTAN 186 SOUTH AFRICA 141](https://reader033.vdocument.in/reader033/viewer/2022052712/5ae238f07f8b9ae74a8c2522/html5/thumbnails/27.jpg)
4. Getting Help
“I can’t get help when I need it. And when I do get answers, I don’t understand them.”
• SAM’s supporting help desk call center is only open from 8 AM to 8 PM Eastern Time
• Help desk agents don’t understand my questions
• Need faster responses to reported issues
• Multiple help desks add to the confusion, i.e. “Who do I talk to for which kind of question?”
27
![Page 28: SAM.gov A Case Study - NSPA - ePortal · • Register to do business with the U.S. government ... oSubmit a live chat request for help ... PAKISTAN 186 SOUTH AFRICA 141](https://reader033.vdocument.in/reader033/viewer/2022052712/5ae238f07f8b9ae74a8c2522/html5/thumbnails/28.jpg)
What can we do?
Most importantly, continue engagement with the international community.
In addition, we can:
• Revise current Quick Start Guide for International Registrants
• Consider a Help section for international registrants
• Coordinate with NSPA to update detailed instructions
• Analyze data limitations between systems
• Look for new and better ways to communicate
• Create “role matrix” for getting help
28
![Page 29: SAM.gov A Case Study - NSPA - ePortal · • Register to do business with the U.S. government ... oSubmit a live chat request for help ... PAKISTAN 186 SOUTH AFRICA 141](https://reader033.vdocument.in/reader033/viewer/2022052712/5ae238f07f8b9ae74a8c2522/html5/thumbnails/29.jpg)
DISCUSSION
Questions, discussion, and your great ideas.
29