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
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.
|Confirm the UEI is for the Prime Contractor who will receive the contract award or the contract holder.
|Confirm the Cage matches the correct UEI.
|Confirm the correct address is displayed.
|Confirm the socioeconomic business types are listed when available.
|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
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 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. or How to Use Administration
- 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.