Competitive Intelligence Harnessing the Power of the Federal

Competitive Intelligence— Harnessing the Power of the Federal Procurement Data System (Part I) SAN ANTONIO Presented by: Wayne Simpson, CFCM, CSCM May 30, 2019 9 th Annual Veteran Entrepreneur Training Symposium May 29 – 31, 2019 | San Antonio, Texas

What is FPDS-NG? • Official repository and reporting system for Federal Procurement Data – Federal Acquisition Regulation (FAR) Subpart 4. 6, Contract Reporting • Provides a comprehensive web-based tool for agencies to report transactions • Agency contract writing systems interface with FPDS-NG • Managed by the Federal Procurement Data Center, an organizational element of the U. S. General Services Administration 9 th Annual Veteran Entrepreneur Training Symposium May 29 – 31, 2019 | San Antonio, Texas

What is FPDS-NG? • A basis for recurring and special reports to the President, the Congress, the Government Accountability Office, Federal executive agencies, and the general public • A means of measuring and assessing the effect of Federal contracting on the Nation's economy and the extent to which small, veteran-owned small, service-disabled veteran-owned small, HUBZone small, small disadvantaged, women-owned small business concerns, and Ability. One nonprofit agencies operating under 41 U. S. C. chapter 85, Committee for Purchase from People Who Are Blind or Severely Disabled, are sharing in Federal contracts 9 th Annual Veteran Entrepreneur Training Symposium May 29 – 31, 2019 | San Antonio, Texas

What is FPDS-NG? • A means of measuring and assessing the effect of Federal contracting for promoting sustainable technologies, materials, products, and highperformance sustainable buildings. This is accomplished by collecting and reporting agency data on sustainable acquisition, including types of products purchased, the purchase costs, and the exceptions used for other than sustainable acquisition • A means of measuring and assessing the effect of other policy and management initiatives (e. g. , performance based acquisitions and competition). 9 th Annual Veteran Entrepreneur Training Symposium May 29 – 31, 2019 | San Antonio, Texas

What is FPDS-NG? • FPDS-NG website: https: //www. fpds. gov • Provides: • FPDS-NG Data Dictionary • A complete list of departments, agencies, and other entities that submit data to the FPDS; • Technical and end-user guidance; • A computer-based tutorial; and • Information concerning reports not generated in FPDS. 9 th Annual Veteran Entrepreneur Training Symposium May 29 – 31, 2019 | San Antonio, Texas

What is FPDS-NG? • Reported Data Provides – o Who brought what… o From whom… o For how much… o When and where… • Used extensively to determine effect of other policy and management initiatives such as performance-based acquisitions, competition, socioeconomic accomplishments, etc. 9 th Annual Veteran Entrepreneur Training Symposium May 29 – 31, 2019 | San Antonio, Texas

What is FPDS-NG? • Great source for government contractors and offerors–o Marketing data o Knowing where competitors are in the Federal Marketplace o When existing Federal contracts expire o Procurement methods used— o FSS, GWACs, Open Market o Competitive/Non-Competitive o Set-asides for socioeconomic procurement preference programs 9 th Annual Veteran Entrepreneur Training Symposium May 29 – 31, 2019 | San Antonio, Texas

What is FPDS-NG? • Excellent tool to supplement agency FCOs (usually not especially robust) • Know which agencies are buying your products/services—from whom, when, where, and how 9 th Annual Veteran Entrepreneur Training Symposium May 29 – 31, 2019 | San Antonio, Texas

What is reported in FPDS-NG? • Summary level data for o Contracts w/ est. or actual values >$3, 500 (current micropurchase threshold for products) from appropriated funds not classified including purchase card transactions o Includes all modifications to those contracts, regardless of $ value o BPAs and IDIQ vehicles with no monies obligated o Transactions with Ability. One and UNICOR § (The transactions not considered “Interagency Agreements”) 9 th Annual Veteran Entrepreneur Training Symposium May 29 – 31, 2019 | San Antonio, Texas

What is reported in FPDS-NG? (cont. ) § Awards with replenishable stock and revolving funds § Awards with appropriated funds transferred from one executive agency to another o Funding agency receives socioeconomic credit 9 th Annual Veteran Entrepreneur Training Symposium May 29 – 31, 2019 | San Antonio, Texas

What is reported in FPDS-NG? (cont. ) o Awards for supplies and equipment o Awards for construction, alteration and maintenance of real property o Awards for services, including R&D and Utilities o Telecommunications for regulated carriers o All awards made w/ funds held in trust accounts for governments or procurements § Regardless of nature of funds § Includes international organizations 9 th Annual Veteran Entrepreneur Training Symposium May 29 – 31, 2019 | San Antonio, Texas

What is not reported in FPDS-NG? • Grants, cooperative agreements, and subsidies • Imprest fund transactions • Interagency Agreements • Government Bills of Lading • Transactions using predominantly non-appropriated funds o Exception: Trust Fund Accounts • • FEDSTRIP & MILSTRIP transactions Orders from GSA Stock & GSA Consolidated Purchase Programs 9 th Annual Veteran Entrepreneur Training Symposium May 29 – 31, 2019 | San Antonio, Texas

What is not reported in FPDS-NG? (cont. ) • • Subcontracting data from government prime contractors o Does capture if a subcontracting plan is/is not required o Interfaces with e. SRS—notifies SBA when a subcontracting plan is required. Contract funding data outside of estimated totals and funds obligated for a transaction Contract accounting data Contract Line Item Number (CLIN) Data o No CLIN pricing o No CLIN description o No CLIN funding data o No CLIN appropriation data 9 th Annual Veteran Entrepreneur Training Symposium May 29 – 31, 2019 | San Antonio, Texas

What is not reported in FPDS-NG? (cont. ) • • Administrative details, e. g. , COTR or COR names DOL Wage Determinations Details about the services o Description of Requirement Field (discussed later) Management plans Statements of work or objectives, Performance Work Statements Terms and Conditions of the contract Technical proposal info Deliverables 9 th Annual Veteran Entrepreneur Training Symposium May 29 – 31, 2019 | San Antonio, Texas

What is not reported in FPDS-NG? (cont. ) • • • Entitlement expenditures including health, drug, Medicare or insurance payouts Contracts for management of these programs are required to be reported Transactions below the micropurchase threshold (raised to $3, 500 effective October 1, 2015)* *Raised to $10 K by § 805 of the National Defense Authorization Act for Fiscal Year 2018 9 th Annual Veteran Entrepreneur Training Symposium May 29 – 31, 2019 | San Antonio, Texas

FPDS-NG vs. USASPENDING. GOV How do they differ? FPDS-NG • Real-time—changes daily – thousands of transactions • Awards • Contract Modifications • Increases/decreases in contract value • Terminations • Transactional level data • Permutations for extracting and manipulating data in the millions • Standard reports USA GOVERNMENT SPENDING. GOV • Not real-time –updated daily, agencies must provide updates w/in 30 days • Established in response to FATA of 2006 • Uses static approach • Data presented in simple charts and graphs • Data does not change until updated • FATA requires update every 30 days • Administered by Department of the Treasury • Ad hoc reporting capability—custom tailor to meet user specific needs 9 th Annual Veteran Entrepreneur Training Symposium May 29 – 31, 2019 | San Antonio, Texas

FPDS-NG vs. USASPENDING. GOV How do they differ? FPDS-NG • Contains only procurement data -- does contain info on grants, loans, and other financial assistance programs • Data source: Procurement information input by authorized Federal Personnel. • • USA GOVERNMENT SPENDING. GOV In addition to procurement data, contains info on grants, loans and other financial assistance transactions >$25, 000 First-tier subcontract recipient, grant and loan transactions >$25, 000 Data sources: FPDS-NG, Award Submission Portal (ASP), Federal Funding Accountability and Transparency Act Sub-award Reporting System (FSRS) Smart. Pay 9 th Annual Veteran Entrepreneur Training Symposium May 29 – 31, 2019 | San Antonio, Texas

Vendor information in FPDS-NG • Pulled from SAM Profile • Unless a SAM exception applies • Change in socioeconomic procurement preference program and size status is not retroactive, e. g. , vendor becomes an SDVOSB after award • CO makes size determination only—does not choose socioeconomic status • Size status based on applicable NAICS Code • Reps & Certs made by offer (individual offer and SAM) • Vendor may qualify as SB under one or more NAICS Codes, but may be “Other than Small Business” in other NAICS Codes 9 th Annual Veteran Entrepreneur Training Symposium May 29 – 31, 2019 | San Antonio, Texas

FPDS-NG Data Timing • Civilian Departments and Agencies: • Individual Contract Action Reports (CARs) required for covered transactions exceeding micropurchase threshold must be filed within three business days after award • DOD delays submissions by 90 days to protect operations. • Contracting Officer must update contractor change in size status in FPDSNG within 30 days after receiving written notification from contractor of change in its is size status (FAR 52. 219 -28, Post-Award Small Business Representation). 9 th Annual Veteran Entrepreneur Training Symposium May 29 – 31, 2019 | San Antonio, Texas

Creating an FPDS-NG Account https: //fpds. gov 9 th Annual Veteran Entrepreneur Training Symposium May 29 – 31, 2019 | San Antonio, Texas

Creating an FPDS-NG Account 9 th Annual Veteran Entrepreneur Training Symposium May 29 – 31, 2019 | San Antonio, Texas

Notice of Disclaimer Creating an FPDS-NG Account If you agree with the disclaimer, click “OK” to continue 9 th Annual Veteran Entrepreneur Training Symposium May 29 – 31, 2019 | San Antonio, Texas

Creating an FPDS-NG Account Create FPDS-NG User ID, Password, and Confirm Password Recommend selecting “Receive Email Notification” Complete all relevant personal information entries Enter displayed Captchia Info, then click “Save” 9 th Annual Veteran Entrepreneur Training Symposium May 29 – 31, 2019 | San Antonio, Texas

If your registration is successful, you will receive this message after you hit OK from the previous screen Creating an FPDS-NG Account Click “Close” to complete your registration 9 th Annual Veteran Entrepreneur Training Symposium May 29 – 31, 2019 | San Antonio, Texas

Creating an FPDS-NG Account Try your Log-In and Passwor d Enter “Log-In, ” “Password, ” and Click “Log In” 9 th Annual Veteran Entrepreneur Training Symposium May 29 – 31, 2019 | San Antonio, Texas

Creating an FPDS-NG Account After successfully logging in and testing your log-in, click “Log Off” After clicking “Log In” from the previous screen this is the screen you will be presented. You are now logged into your FPDS-NG Account 9 th Annual Veteran Entrepreneur Training Symposium May 29 – 31, 2019 | San Antonio, Texas

Creating an FPDS-NG Account You are now logged out of your FPDSNG Account 9 th Annual Veteran Entrepreneur Training Symposium May 29 – 31, 2019 | San Antonio, Texas

Thank you for the privilege of your time today! But most importantly, thank you for your service! Best wishes to you for every continued success in the Federal Marketplace!! Wayne Simpson, CFCM, CSCM POB 12417, RTP, NC 27709 -2417 Tel: 571. 255. 1000 Fax: 571. 255. 1001 https: //fedbizassist. com 9 th Annual Veteran Entrepreneur Training Symposium May 29 – 31, 2019 | San Antonio, Texas