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 required 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 daily or monthly file from the General Services Administration (GSA) website.

  2. Create a zip file with the SAM DAT file and then load the DAT file into the FV_SAM_TRADING_PARTNER_INT interface table by running the Load Interface File for Import process.

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

  4. If there are any new suppliers that require business unit assignments, review the imported supplier registrations and assign business units to the new supplier records:
    • To assign business units to a single supplier record, find the UEI/EFT indicator on the Manage SAM Trading Partners page. On the Manage Business Unit Assignments page, assign suppliers or business units to the UEI/EFT indicators and click Submit. This creates a single supplier record.
    • To assign business units to multiple supplier records, use the Oracle Visual Builder add-in for Excel to download the supplier data to a Microsoft Excel spreadsheet and then upload the updated data to U.S. Federal Financials. This action creates multiple suppliers records and the SAM data is processed.
  5. If there are no new suppliers, the SAM data is processed. If there are errors in the SAM data that is processed, review and correct the data and then run the Process SAM Trading Partner Information process until there are no errors.
  6. After the SAM data is processed successfully, the following data is created or updated in Oracle Procurement:
    • Suppliers
    • Addresses
    • Contacts
    • Sites
    • Bank
    • Bank branches
    • Bank accounts