Please follow these instructions to successfully review your SAM data in Symphony or the System for Award Management (SAM).


1. Review the SAM Data tab

2. Update the SAM record 

3. Request a SAM refresh

  

1. Review the SAM Data tab

When you register, Symphony requires the SAM UEI and cage code to validate an organization and your registration. Symphony then provides a preview of your SAM data pulled directly from your SAM record. 

 

The SAM Data tab in My Company allows you to review your data and make any changes needed in SAM before proposal submission. The most important elements are listed below.

 

UEI
Confirm the UEI is for the Prime Contractor who will receive the contract award or the contract holder.
Cage 
Confirm the Cage matches the correct UEI.
Address
Confirm the correct address is displayed.
Business Types 
Confirm the socioeconomic business types are listed when available.
NAICS Codes
Confirm all the NAICS are included for the Prime Contractor.

 

2. Update the SAM record 

Please follow the steps below to verify your SAM data at SAM.gov. Be advised Symphony has no affiliation with SAM. The information in this article is for reference purposes only and SAM is the official system of record.


1. Navigate to sam.gov 

2. Search Records 

3. Preview the Results

4. View Details 

5. Select the POC link 

6. Select the Reps & Certs link 


1. Navigate to sam.gov 

Symphony is using an API provided by SAM to collect your SAM information directly. For validation purposes, you can only add your organization, team members, and MRCLS to your Company assets by looking up an organization by the SAM.gov Unique Entity Identifier (UEI, formerly DUNS as of April 1, 2022).


2. Search Records 

You can search by entity/company name or by UEI. Select the SEARCH button.


3. Preview the Results

A successful search will return results. The entity overview provides a quick look at a company. Confirm the entity name, UEI, status, expiration date, and purpose of registration. An entity must have an Active record to be registered in Symphony.

 

4. View Details 

Use the View Details button to verify SAM information such as Core Data, Assertions, Reps and Certs, and POCs.

 

5. Select the POC link 

SAM displays the Mandatory and Optional Points of Contact. Symphony assigns your roles and permissions based on the SAM POC data at the time of your registration. 

 

Only the SAM Authorized Point(s) of Contact are your trusted company representatives.

  • If your name is listed, you can register for Symphony as an Administrator. Please download or save a copy of your SAM record that shows the Point of Contact names and email addresses for additional verification after registering in Symphony. Please contact us and provide your SAM UEI and a copy of your POC information so that we can verify your access.

  • If your name is not listed as a trusted company representative, please contact your SAM POC(s) on your own and request that they register for Symphony and then activate your account from the Administration link in Symphony once their access is approved. Please reference How an Inactive Account is Approved or How to Use Administration for more information.

  • There is no activation in SAM. Activation occurs in Symphony. Contact us if you make updates at SAM after registration.

  

6. Select the Reps & Certs link 

All changes and corrections to your SAM data and the Reps and Certs must be made in SAM before submission to provide the government with an accurate record in Symphony. Provide your Representations and Certifications in the Business Factors section of My Company for the Prime or your Team Members.

  • Be advised the NAICS codes in your Reps and Certs should match the NAICS codes referenced in the solicitation for the corresponding submission. You must update this data in SAM directly before it can be reflected in Symphony. Contact us if you make updates at SAM after registration.


3. Request a SAM refresh

A request to refresh the SAM data may require a contract modification and a ticket to the helpdesk outlining the changes. Contact us for a SAM refresh and please let us know your UEI/cage so the official SAM record can be retrieved. 


SAM data information


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