1. Using U.S. Federal Financials
  2. About System for Award Management

About System for Award Management

The Office of Management and Budget requires agencies to use information contained in System for Award Management (SAM) as the source for making payments to trading partners with certain exceptions.

Current and potential government trading partners are required to register in SAM in order to be awarded contracts by any federal agency. Trading partners provide basic information relevant to procurement and financial transactions.

The SAM process enables agencies to import and process data pertinent to the core financial system. Agencies can:

  • Update all the SAM trading partner details including mandatory payee information as part of the daily updates

  • Accommodate the data definitions, such as data types, field names, and field lengths, used in SAM for all fields common in both SAM and the core trading partner file

  • Prevent users from manually updating the relevant data fields whose source must be SAM for trading partners required to register in SAM

In addition, the SAM process maintains payee (trading partner) information to support obligation, payables, and disbursement processes.

You can use Federal Financials to import SAM data into Federal Financials and manage SAM trading partners.

The following illustration and the steps that follow describe the SAM process flow in Federal Financials:

This image shows the SAM process flow.

  1. Download the SAM extract file from the General Services Administration website.

  2. Create a zip file with the SAM DAT file.

  3. Load the DAT file into the FV_SAM_TRADING_PARTNER_INT interface table by running the Load Interface File for Import process.

  4. Run the Import SAM Trading Partner Information process to import the SAM data into Federal Financials.

  5. If there are any UEI/EFT indicator records that require supplier or business unit assignments, find the UEI/EFT indicators on the Manage SAM Trading Partners page.

  6. On the Manage Business Unit Assignments page, assign suppliers or business units to the UEI/EFT indicators and click Submit.

    This action creates or updates Procurement tables and maps the UEI/EFT indicators to Procurement objects including suppliers, supplier sites, bank branches, and bank accounts.

  7. Determine if there are any more daily or monthly files to process.

    If there are no files to process, the SAM process is complete.

    If there are daily or monthly files to process, repeat Steps 1 through 7 until there are no more files to process.