Unlocking Ad Hoc Reports on Beta.Sam.gov
H
o
w
t
o
R
u
n
a
d
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o
c
R
e
p
o
r
t
s
B
e
t
a
.
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a
m
.
g
o
v
W
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c
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S
y
r
e
t
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a
D
y
s
o
n
Supervisory Small Business Specialist
Nationa
l
Smal
l
Busines
s
Advocac
y
and
Engagement
Division
O
S
D
B
U
O
v
e
r
v
i
e
w
“
GSA's Office of Small and
Disadvantaged Business
Utilization
connects small
businesses with people and
resources
to
help
them
grow.
W
e
a
r
e
y
o
u
r
a
d
v
o
c
a
t
e
s
and
believe
in
‘Small
Business
First.’”
GSA
OSDBU
has
offices
in
11
regions
across the
country.
1.
Provide you
with
a
basic
understanding
of the
adhoc
reporting
feature
on
SAM.gov
o
I
want
you
feel
comfortable
with
the
terminology
to
understand
how
to
access
information
in
the
system.
2.
Understand
what
information
can
be
provided
in the
data
bank
to
help
you
conduct
market
research
3.
How
to
access
basic
information
needed
to
run
an
Ad-Hoc
Report.
G
o
a
l
s
f
o
r
t
o
d
a
y
P
o
l
l
Q
u
e
s
t
i
o
n
#
1
D
o
y
o
u
k
n
o
w
w
h
a
t
t
h
e
d
a
t
a
b
a
n
k
i
s
?
P
o
l
l
Q
u
e
s
t
i
o
n
#
2
D
o
y
o
u
u
s
e
t
h
e
d
a
t
a
b
a
n
k
t
o
r
u
n
r
e
p
o
r
t
s
?
How
much
are
they
buying?
Have
they
awarded
any
set-asides?
Who
are
my
competitors?
Who
holds
the
current
contract?
What
contracts
are
set
to
expire
that
I
can
compete
for
in
the
future?
Which
federal
agencies
are
purchasing
my
product
or
service?
The
Unknown
can
cause
Frustration
&
Disappointment
St
ep
s
to
Developing
Leads
in
the
F
ederal
Mar
ke
t
L
e
t
t
h
e
D
a
t
a
R
e
f
i
n
e
Y
o
u
r
O
v
e
r
a
l
l
S
t
r
a
t
e
g
y
!
•
Use
Data
to
Develop
a
Targeted
Strategy
•
Choose
the
Right
Event
to
Attend
•
Maximize
Time
at
Matchmaking
Events
•
Know
which
Agency
Forecast
Tools
to
Use
•
Become
More
Efficient
•
And
much
more!
B
e
t
a
.
S
A
M
.
G
o
v
What
is
reported
to
FPDS:
→
Contract
actions
valued
at
$10,000.
Every
contract
modification
is
reported
as
well.
Where
is
the
data
from?
→
The
data
is
fed
from
90+
agency
contract
writing
systems.
B
e
t
a
.
S
A
M
.
G
o
v
→
Migrated
the
FPDS
reporting
function
to
beta.sam.gov
on
Oct
17th.
C
o
n
t
r
a
c
t
A
c
t
i
o
n
R
e
p
o
r
t
(
C
A
R
)
ABC123
00000-0000-0000
P
o
l
l
Q
u
e
s
t
i
o
n
#
3
D
o
y
o
u
k
n
o
w
y
o
u
r
P
r
o
d
u
c
t
S
e
r
v
i
c
e
C
o
d
e
?
W
h
a
t
i
s
n
e
e
d
e
d
t
o
u
s
e
F
P
D
S
:
Y
o
u
r
P
r
o
d
u
c
t
S
e
r
v
i
c
e
C
o
d
e
(
P
S
C
)
1.
Industry
Classification
used
to
identify
specific
types
of
industry.
2.
NAICS
is
a
broad
classification
3.
The
NAICS
is
what
you
do
1.
PSC’s
can
help
you
narrow
down
what
exactly
your
business does
2.
PSC’s are
specific
and
can
yield
better
data
for
market
research
and
analysis
3.
Your
PSC
is
how
you
are
doing
it
NAICS
PSC
NAICS
CODE
541611
PSC
R704
PSC
R422
PSC
R710
PSC
R702
Financial
(Includes
credit
Card
services)
Administrative
Management
and
General
Management
Consulting
Services
Support
MGMT:
Auditing
Support
MGMT:
Data
Collection
Excludes:
Market
Research/Public
Opinion,
to
Include
Telephone
and
Field
Interviews, Focus
Testing,
and
Surveys
.
Professional:
Market
Research,
Public,
Opinion
Includes:
Telephone
and
Field
Interviews,
Focus
Testing,
and
Surveys
NAICS
CODE
541611
PSC
R704
PSC
R422
PSC
R710
PSC
R702
Financial
(Includes
credit
Card
services)
Administrative
Management
and
General
Management
Consulting Services
Support
MGMT:
Auditing
Support
MGMT:
Data
Collection
Excludes:
Market
Research/Public
Opinion,
to
Include
Telephone
and
Field
Interviews, Focus
Testing,
and
Surveys
.
Professional:
Market
Research,
Public,
Opinion
Includes:
Telephone
and
Field
Interviews,
Focus
Testing,
and
Surveys
80%
20%
Conduct
Market
R
esea
r
ch
Identify
Target
A
g
encies
Develop
Strategic
Plan
Develop
Mar
k
e
ting
Strategy
Refine
your
Approach
Lead
Generation
&
Business
Development
Process
T
o
S
t
a
r
t
:
3
S
t
e
p
s
S
t
e
p
1
L
o
c
a
t
e
y
o
u
r
P
S
C
S
t
e
p
2
R
e
g
i
s
t
e
r
i
n
b
e
t
a
.
s
a
m
.
g
o
v
S
t
e
p
3
C
o
n
d
u
c
t
y
o
u
r
r
e
s
e
a
r
c
h
L
i
v
e
D
e
m
o
n
s
t
r
a
t
i
o
n
Where
to
find
help:
•
Help
Desk
–
Phone:
866-606-8220
–
Website:
www.fsd.gov
19
P
o
l
l
Q
u
e
s
t
i
o
n
#
4
W
a
s
t
h
i
s
i
n
f
o
r
m
a
t
i
o
n
u
s
e
f
u
l
?
T
H
A
N
K
Y
O
U
Discover how to navigate the ad hoc reporting feature on Beta.Sam.gov to access valuable data for market research and business growth. Learn about the data bank, running reports, and utilizing contract information to refine your business strategy effectively. Make informed decisions and stay ahead in the competitive federal contracting landscape.
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Presentation Transcript
Beta.Sam.gov How to Run ad Hoc Reports
Welcome Syretta Dyson Supervisory Small Business Specialist National Small BusinessAdvocacy and Engagement Division
OSDBU Overview GSA's Office of Small and Disadvantaged Business Utilization connects small businesses with people and resources to help them grow. GSAOSDBU has offices in 11 regions across the country. We are your advocates and believe in Small Business First.
Goals for today 1. Provide you with a basic understanding of the adhoc reporting feature on SAM.gov o I want you feel comfortablewith the terminology to understand how to access informationin the system. 2. Understand what information can be provided in the data bank to help you conduct market research 3. How to access basic information needed to run an Ad-Hoc Report.
Poll Question #1 Do you know what the data bank is?
Poll Question #2 Do you use the data bank to run reports?
What contracts are set to expire that I can compete for in the future? Who are my competitors? Who holds the current contract? How much are they buying? Have they awardedany set-asides? Which federal agencies are purchasingmy product or service? The Unknown can cause Frustration & Disappointment
Let the Data Refine Your Overall Strategy! Use Data to Develop a Targeted Strategy Choose the Right Event to Attend Maximize Time at Matchmaking Events Know which Agency Forecast Tools to Use Become More Efficient And much more!
Beta.SAM.Gov What is reported to FPDS: Contract actions valued at $10,000. Every contract modification is reported as well. Where is the data from? The data is fed from 90+ agency contract writing systems.
Beta.SAM.Gov Migrated the FPDS reporting function to beta.sam.gov on Oct 17th.
Contract Action Report (CAR) ABC123 00000-0000-0000
Poll Question #3 Do you know your Product Service Code?
What is needed to use FPDS: Your Product Service Code (PSC) 1. Industry Classification used to identify specific types of industry. 2. NAICS is a broad classification 3. The NAICS is what you do NAICS 1. PSC s can help you narrow down what exactlyyour business does 2. PSC s are specific and can yield better data for market research and analysis 3. Your PSC is how you are doing it PSC
SupportMGMT: Auditing PSC R704 SupportMGMT: DataCollection Excludes:Market Research/Public Opinion, to IncludeTelephone andField Interviews, Focus Testing, and Surveys . NAICS CODE 541611 Professional: Market Research,Public,Opinion Includes: Telephone and Field Interviews, Focus Testing,and Surveys PSC R702 PSC R422 PSC R710 Financial(Includes credit Card services) Administrative Management and General Management Consulting Services
SupportMGMT: Auditing 20% PSC R704 SupportMGMT: DataCollection Excludes:Market Research/Public Opinion, to IncludeTelephone andField Interviews, Focus Testing, and Surveys . 80% NAICS CODE 541611 Professional: Market Research,Public,Opinion Includes: Telephone and Field Interviews, Focus Testing,and Surveys PSC R702 PSC R422 PSC R710 Financial(Includes credit Card services) Administrative Management and General Management Consulting Services
Conduct Market Research Identify Target Agencies Refine your Approach LeadGeneration & BusinessDevelopment Process Develop Marketing Strategy Develop Strategic Plan
To Start: 3 Steps Step 2 Register in beta.sam.gov Step 1 Locate your PSC Step 3 Conduct your research
Live Demonstration
Where to find help: Help Desk Phone: 866-606-8220 Website: www.fsd.gov 19
Poll Question #4 Was this information useful?
