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Helpful Hints for the new Contract Opportunities Function in beta.SAM.gov: How to Use Search Filters

11/25/2019

Now that FBO.gov (Federal Business Opportunities) has retired and its key functionalities have been transitioned into beta.SAM.gov, all the things you used to do in FBO.gov can now be done in beta.SAM.gov.  Just go to “Contract Opportunities.”

As users begin to get acquainted with new and improved functionalities in beta.SAM.gov, we’re going to point out some helpful hints in areas of common usage. 

A few days ago in this space, we discussed how to save and download searches. Now let’s learn more about Search Filters.

If you don’t know where to start, you can simply select contract opportunities from the domain list. This will return all active notices.  A header with preset filters such as ‘'vendor collaboration' and 'small business events’ is there to help.  You may use the red down arrow to open this header at any time.

To adjust how your results will appear, you may select a few easy sorts which are displayed in the upper right corner of the search results. If you have not entered a keyword, the results will display by the last updated date. If you enter a keyword, results will display by relevance, not date. The ‘title’ sort lists results in ascending or descending alphabetical order.

Search filters are a helpful tool to quickly narrow down and find relevant information as you search contract opportunities in beta.SAM.gov. Once your initial search is displayed, additional filters are displayed on the left side of your search results. Once you select a filter, search results will be automatically updated. Many filters allow for multiple selections. The types of filters available will vary depending on which domain you are searching.

By default, only a few filters appear in the search view. To view additional filters, click on “Change Filters”. This displays additional filters such as Place of Performance State, awardee name, and many more options. A saved search will retain the custom filters.

Here are some clarifications on using filters:

·         You may specify a date, date range and action (Inactive Date (legacy archive date), Published Date, Updated Date, Response/Offers Due Date).

·         There are multiple set-aside categories in beta.SAM.gov. As with many of the filters, you can select multiple set-aside values. If you are searching for Small Business Events, they are found under special notices.

·         To search for a six-digit NAICs, enter the first two digits to view a drop-down menu of six-digit codes and titles.

·         To search for a four-digit PSC, enter the first two digits to view a drop-down menu of four-digit codes and titles.

·         To narrow your search for place of performance, you may select one or multiple zip codes. You may also narrow your search by state by selecting the link labeled “Change Filters” on the upper left, checking “Place of Performance State,” and then selecting a state in the filter.

·         The Unique Entity ID (DUNS) is the DUNS code and is the authoritative value right now.

·         To filter by a federal agency or department, go to the ‘Federal Organizations’ filter. If you know the Department/Independent agency or Sub-tier simply enter the organization code or name into the text box. You can also select the advanced tab to first select the Department/Independent Agency and then search only the sub-tiers for that hierarchy.  

The Learning Center on beta.SAM.gov has resources to learn how to use Search and Search Filters, including a how-to video. There are also FAQs about how to use the search tool at FSD.gov.

Remember, if you need further assistance using beta.SAM.gov, the Federal Service Desk is here to help Monday through Friday, 8 a.m. to 8 p.m. ET at FSD.gov. Access the beta.SAM.gov Learning Center any time for step-by-step videos and instructions.

Stay tuned to Interact for more helpful hints, coming soon!
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