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Successfully Transition from FBO to Contract Opportunities beta.SAM

Learn about the successful transition from FBO to Contract Opportunities on beta.SAM.gov. Find out what's changing, what's new, and how users and systems are transitioning. Get all your questions answered.

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Successfully Transition from FBO to Contract Opportunities beta.SAM

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  1. Successfully Transition from FBO to Contract Opportunities beta.SAM.gov Katherine Rollins, Product Owner Contract Opportunities beta.SAM.gov | For People Who Make, Receive, and Manage Federal Awards

  2. Agenda • Proposed Time Table • What’s Changing • What’s New • User Transition • System Transition • Questions / Feedback

  3. Proposed Time Table

  4. Alpha Testing: • End-to-end user testing • 197 testers • About 50 pieces of feedback • End-to-end Administrator testing • 86 testers • About 10 pieces of feedback • End-to-end API/SOAP testing • Resolved all defects that came out from training • Implemented improvements based on feedback Messaging on FBO.gov: • 1st Banner message has been posted with beta.SAM video and fact sheet Pre-Launch Check Points

  5. 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: • Transition information • Links to beta.SAM.gov IAE Change Control Board Meeting - June 27, 2019 beta.SAM.gov | For People Who Make, Receive, and Manage Federal Awards

  6. What’s Changing

  7. Term Changes: • WATCHLIST is now Following • SEARCH AGENT is now just Saved Search • ADVANCED SEARCH is now Change Filters • ARCHIVING is now just ‘Inactive’ • ‘Active’ term continues from legacy • Notices are clearly marked with status • PACKAGES now just Attachments • Attachments can be managed individually & MUST be tied to a notice • MODIFICATION/AMENDMENT now just ‘Updated’

  8. Easily turn a ‘Presolicitation’ into a ‘Solitiction’ • Now just start a ‘Solicitation’ notice type and relate the presoliciation • Allows for unique and specific solicitation number while still relating the items Single JUSTIFICATION notification type Interested Vendors List • Each IVL is still a tab specific to the notice • Each IVL is now sortable and searchable • IVL Entry shows Entity information Notice Types & IVL’s beta.SAM.gov | For People Who Make, Receive, and Manage Federal Awards

  9. Roles Opportunities Domain Agency Admin Administrator (Manages Users) Buyer Contracting Officer (Publishes Notices) Limited Buyer Contract Specialist (Drafts Notices) CS w/attachment permissions only Vendor No role needed, just register Engineer

  10. Login.gov GSA will utilize login.gov for beta.SAM.gov: • Entities and government users who ALREADY have a standalone login.gov, or SAM.gov user account will NOT need to create a new one. Instructions will be provided. • Current beta.SAM roles and account details will transfer with SAME Federal email identifier New Improved Sign-In Feature • Improved user experience • Government users can use CAC/PIV (must have government email) • Multiple options for security code • Easier initial account setup process IAE Change Control Board Meeting - June 27, 2019 beta.SAM.gov | For People Who Make, Receive, and Manage Federal Awards

  11. Consolidated Federal Hierarchy Combining multiple legacy hierarchies into single hierarchy across all of beta.SAM.gov Government will centrally manage updates and changes to the hierarchy Search, reports and government roles will be based on the federal hierarchy. Public sees Department/Independent Agency and Sub-tiers Public facing API of Federal Department/Independent Agencies and Sub-tiers will be available for downloading beta.SAM.gov | For People Who Make, Receive, and Manage Federal Awards

  12. What’s New

  13. Multiple Data Exports Full Data Exports from Data Services Search results download directly from page Detail page download for specific notice Even to download public data need to be logged in beta.SAM.gov | For People Who Make, Receive, and Manage Federal Awards

  14. Reports for Contract Opportunity

  15. Learning Center

  16. Contract Opportunities User Transition

  17. Public User Preparing for FBO Transition As a public or Non-Federal user, I need to: • Note any search agents in FBO.gov • They will not be migrated • Can start ‘saving’ now on beta.SAM • Note any notices currently watched in FBO.gov • They will not be migrated • Can start ‘following’ now on beta.SAM • Create a new account • Can do this now in beta.SAM • No need for roles • The system will know you are a non-government user, and give you permission matching the legacy ‘vendor’ role

  18. As a Federal user, I need to: 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? • Finally, be sure to reset (and remember) your FBO.gov password, so that you can migrate your FBO.gov role to beta.SAM.gov. • Create your beta.SAM.gov account • Can do this now in beta.SAM with your Federal email • Request Role/Migrate Legacy Role • Approximately 4-6 weeks before FBO.gov is decommissioned. Attempts made to migrate before that time will fail. Roles can be requested or assigned at any time. • 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.

  19. As a Federal Administrator, I need to: 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

  20. Resources available to help with the transition: Federal User Quick Start Guide (link) Login and Migration Quick Start Guide (link) Help at any point: Learning Center on beta.SAM -- Video Walkthroughs, FAQ’s and Glossary https://beta.sam.gov/help/new-to-sam The following videos are already available: What is Beta.Sam?Who Needs an AccountSearchRole ManagementLogin.gov More coming! User Transition Preparations

  21. User Transition Follow-up, cont’d Comments/Suggestions: Feedback button on beta.SAM What’s Happening: Interact site https://interact.gsa.gov/group/integrated-award-environment-iae-industry-community

  22. Contract Opportunities System Transition

  23. API/Web Services Transition Schedule

  24. Preparing for FBO Transition As a system that connects to FBO.gov, I need to: • Have a System Administrator/manger(s) with active user accounts in beta.SAM • Validate System account established and approved in beta.SAM • Complete all testing activities for all functionality in alpha.SAM • Complete the Contract Opportunities System Checklist

  25. Preparing for FBO Transition As a system that connects to FBO.gov, I need to: • Have a System Administrator/manager(s) with active user accounts in alpha.SAM.gov • Complete all testing activities for all functionality in alpha.SAM.gov • Complete the Contract Opportunities System Checklist (will be posted shortly)

  26. Example Contract Opportunities System Account Checklist

  27. Resources available to help with the transition: Learning Center Videos (on alpha to help testers until November) Request a System Account Help at any point: Learning Center on beta.SAM (FAQ’s, videos, and Glossary) https://beta.sam.gov/help/new-to-sam API documentation and updates: https://open.gsa.gov/api/opportunities-api/ Web Services documentation and updates: https://open.gsa.gov/api/opportunities-soap-api/ We will also be adding banner messages on legacy and beta.SAM and other outreach. System Transition Follow up

  28. Additional Questions? The Integrated Award Environment GSA Federal Acquisition Service 1800 F Street NW, Washington, D.C.

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