SAM-D — The Digital Support Agreement Manager Built for DoD
SAM-D replaces spreadsheets, email routing, and outdated tools with a unified, automated system aligned with DoDI 4000.19, AFI 25-201, Army 5-9, and federal reimbursement policy. It’s designed for mission-critical teams that need accuracy, speed, and accountability — without sacrificing compliance.
What SAM-D Does
SAM-D turns complex, policy-driven support agreement workflows into a structured, automated, and auditable system of record. It eliminates manual coordination, reduces errors, accelerates approval timelines, and gives installations and mission owners complete visibility across the entire agreement lifecycle.
Core Capabilities
- Automated workflow routing for all DoDI 4000.19 / AF 25-201 reviewers
- Built-in policy alignment and compliance checks
- Real-time status tracking and approval visibility
- Integrated Provider/Receiver modules (mirrored functionality)
- Digital signatures via DocuSign (IL4/IL5 capable pathway)
- Structured data model replacing spreadsheets and email threads
- Complete audit history and agreement version control
- Dynamic notifications for SAMs and reviewers
- Configurable lifecycle templates for MAJCOM/Service-specific needs
The SAM-D Agreement Lifecycle
1. Initiation
Provider SAM inputs agreement metadata, mission requirements, and funding alignment (if applicable).
2. Big 5 Coordination
Security, Civil Engineering, Manpower, Finance, and Legal receive automated review tasks with built-in policy prompts and tracking.
3. Routing & Approval
SAM-D manages the approval chain with real-time visibility, reminders, and version control — no email chains or spreadsheets.
4. Signature Package Assembly
Once approved, SAM-D generates a clean signature-ready package and prepares for DocuSign routing.
5. Execution & Oversight
The executed agreement enters tracked lifecycle monitoring, renewal reminders, audit indexing, and long-term portfolio visibility.
Why It Matters
SAM-D gives installations, mission partners, and command leadership a complete, accurate view of every agreement — who owns it, where it is, what’s pending, and what’s at risk.
It replaces the old system of:
- Email threads
- Shared drives
- Spreadsheets
- Lost documents
- Manual rework
- Version confusion
With a single, structured platform built for compliance.
The SAM-D Compliance Engine
SAM-D is engineered from the ground up to align with federal, DoD, and Service-level policy. Every workflow, task, and lifecycle stage is mapped to the requirements of DoDI 4000.19, AFI 25-201, Army 5-9, G-Invoicing policy updates, and reimbursable funding regulations. The platform enforces accuracy, accountability, and compliance — automatically.
- DoDI 4000.19 Alignment — Structured data, required roles, lifecycle checkpoints, and coordination steps fully embedded.
- AFI 25-201 / Army 5-9 Mapping — Service-specific guidance incorporated to eliminate local interpretation errors.
- Fiscal Law Support — Controls for reimbursable vs. non-reimbursable agreements, supporting Treasury requirements.
- CMMC / NIST Best Practices — Architecture built to support the path toward IL4/IL5 hosting and secure integrations.
- Audit-Ready Design — Every action logged, timestamped, and preserved for full traceability.
- G-Invoicing Awareness — SAM-D identifies agreements requiring GT&C and Order creation to reduce FM rework.
SAM-D Modules
Module 1 — Provider Module
The Provider module gives installation SAMs full administrative control over agreement creation, lifecycle management, routing, and coordination. It includes structured fields, required checkpoints, role assignments, and integrated policy alignment to ensure agreements are built correctly from the start.
Module 2 — Receiver Module
The Receiver module gives mission partners and tenant units a structured way to participate in the agreement lifecycle without creating or owning the agreement record itself. Receivers can review proposed support, provide mission and funding details, acknowledge responsibilities, and track status from their side of the partnership — all in a controlled, auditable interface managed by the Provider SAM.
Unlike the Provider Module, Receivers cannot create agreements. They only participate in coordinated reviews, metadata validation, and lifecycle visibility.
Module 3 — Big 5 Reviewer Module
Security, Civil Engineering, Manpower, Finance, and Legal each receive a clean, purpose-built review interface with automated task notifications, rating inputs, notes, and decision logs. SAM-D captures their reviews in real time and updates the lifecycle status automatically.
Routing and Automation Map
SAM-D automates the movement of agreements through every stage of coordination and approval. Instead of relying on inboxes, shared drives, or individual memory, the system handles:
- Assigning tasks
- Delivering notifications
- Tracking reviewer inputs
- Updating lifecycle status
- Managing version control
- Preparing signature-ready packages
Every reviewer, office, and stakeholder sees exactly what they need to do — and nothing gets lost.
SAM-D eliminates the guesswork of “Who has it?” and “What’s next?” by giving the entire enterprise a real-time map of agreement progress, dependencies, and bottlenecks.
Experience the Phantom Ecosystem Platform
RKDSTech builds secure, scalable workflow automation tools designed for enterprise-grade agreement management.
If you’re evaluating modern SaaS platforms for structured operations, compliance automation, or lifecycle tracking — explore the Phantom Ecosystem and see how it performs in real environments.
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