Tribal Government Institute 2011 Annual Conference Central Contractor Registration (CCR)

1. Tribal Government Institute 2011 Annual ConferenceCentral Contractor Registration (CCR) Ms. Kathleen Oliver GSA/IAE Program Manager U.S. General Services Agency Office of Governmentwide Policy Ms. Meredith Whitehead GSA/IAE Program Analyst U.S. General Services Agency Office of Governmentwide Policy Mr. Russell Hawthorne, CCR RAC Ms. Heather Waterson, CCR RAC Hart-Doyle-Inouye Federal Center 74 Washington Ave N Ste 7 Battle Creek MI 49037-3084 Federal Service Desk (FSD) Customer Support Toll Free: 866-606-8220

2. Agenda • Overview • Policy and Regulations • Authoritative Data Sources • Enhancements – Jul 10 Release • Information Required to Register in CCR • Navigating Through the CCR Home Page and Registration • Registration at a Glance • Common Questions • Additional Resources • Federal Service Desk (FSD) Information 2

3. Overview • Central Contractor Registration (CCR) collects, validates, stores, and disseminates business information about vendors wanting to do business with the U.S. Federal Government in support of contract awards and/or grants. • Validations include: • Dunn and Bradstreet (D&B) • Defense Logistics Agency (DLA) Commercial and Government Entity (CAGE) Code • Internal Revenue Service (IRS) • Small Business Administration (SBA) • Ability One Program

4. Policy and Regulations • The CCR program was founded on the Paperwork Reduction Act of 1995. Improve technology reduce cost by the elimination of paper. • That same year the Department of Defense deployed CCR’s website as an automated centralized repository of vendor ‘s data to support the U.S Federal Government, NATO and Foreign contracting procurement, financial and logistics functions for the Warfighter. • Federal Acquisition Regulation’s (FARs) support CCR by providing visibility and a common source of vendor data for the Government. • FAR Clause 4.11 mandates that prospective vendors wanting to do business with the U.S. Federal Government must be registered and active in CCR prior to: • A contract award • Basic agreement • Basic ordering • Or blanket purchase agreement unless an award was issued on or before May 31, 1998 • FAR Clause 52.204-7 mandates that a vendor must have a Data Universal Numbering System (DUNS) number. The DUNS Number is assigned by Dun & Bradstreet, Inc. (D&B) to identify unique business entities. • FAR Clause 52.232-33 requires the Government to make payment to the vendor using the Electronic Funds Transfer (EFT) information contained in the CCR database. The vendor is responsible for maintaining their EFT Information within CCR. • You can read more about CCR registration policy and background on https://www.bpn.gov/ccr/CCRPol.aspx.

5. Authoritative Data Sources NCAGE EPLS CCR Public Search CCR Tools CCR XML BPN Extracts D&B Out of Business Code D&B Prior Duns D&B Parent Linkage DLA CAGE SBA Certifications CCR D&B Name/Address IRS TIN Validation DFD Ability One (formerly JWOD) Fed ABA USPS

6. Enhancements – Jul 10 Release • Stopped the collection of Standard Industrial Classification (SIC) Codes • Established an email notification to the registered entity when CCR receives a Delinquent Federal Debt Flag indicator from the Department of Treasury • Output File for Vendor’s Records who have multiple registrations to • maintain can now download a XML containing each of their • registration’s data • Added a “View Only” access level. It is available for user accounts • linked to specified registrations • Added an option to choose physical or mailing address in the search • results. The Print/Save query for CCR Search was developed to • reduce the incidence of web page timeouts when users do complex • searches. It also includes an option to exclude FedReg records.

7. Information is Required to Register in CCR DUNS Number: If you need a DUNS number, visit D&B at http://fedgov.dnb.com/webformor call 1-866-705-5711 to obtain a DUNS number. TIN/EIN: Ensure your organization has a Taxpayer Identification Number or Employer Identification Number (TIN/EIN), and know the organization's taxpayer name associated with that TIN. To obtain an EIN, visit http://www.irs.gov/businesses/small/article/0,,id=102767,00.html. Be aware that newly assigned or obtained TIN/EINs may take several weeks for the IRS to recognize. 3. Organizational Statistical Information: You will be required to provide the receipts and number of employees on a world-wide basis for your organization. 4. EFT Information: Electronic Funds Transfer (EFT) banking information is mandatory for all U.S. vendors.

8. Navigating through the CCR Home Page and Registration Select “Start New Registration”

9. Enter your Organization’s Information and click on the “Continue Registration” button.

10. When your input does not match D&B, read and follow the directions listed above. Then, click on the appropriate button below.

11. After resolving the error re-enter the Organization’s Information then click on the “Continue Registration” button.

12. Does your data match D&B data? If yes, click on “Accept/Continue Registration” button.

13. Click on “Create a User Account”

14. Complete the User Account Information, Select/Answer 5 Security Questions then click on “Continue”.

15. User Account has been created. Click on “Continue”.

16. If you Already Have a CCR Account Log in with User ID and Password

17. Manage Registrations page. Click on “New Registration”.

18. A new vendor will see the [How to Complete Your CCR Registration] screen. Please read and then click “Continue Registration”

19. General Information Page

20. Contact Template

21. System Messages Displayed

22. Corporate Information Page

23. Corp Info Page Continued Select Organization Type: U.S. Federal, State, Local, Tribal, or Foreign Government entity/agency Type and Business Factors Displayed for Government Organization

24. Corporate Information Page Continued Select Organization Type Structure, Business Information, and Other Factors which are optional

25. Corporate Entity selected on Corporate Information page Required Incorporation Data Displayed

26. Sole Proprietorship selected on Corporate Entity page Sole Proprietorship Point of Contact section displayed

27. Goods/Services Page

28. Financial Information Page

29. Points of Contact Page

30. Points of Contact Page - Part 1

31. Points of Contact Page - Part 2

32. July 28, 2010 Proceeding Page If you answer Yes on the first question, the second question is activated. If Yes on second question, then the last question is activated. Answer last question, and then click “Validate/Save Data” button. If you answered yes to the last question, the Proceeding Detail and Primary Point of Contact sections are displayed.

33. Yes, Proceedings Exist

34. Add New Proceeding Detail

35. Proceeding Detail Added Select Proceeding Type Select Proceeding Disposition

36. Executive Compensation Page Executive Compensation Page Answer Yes Activate second question Answer No to second question, compensation section becomes active.

37. Executive Compensation Page Continued The public does not have access the Executives’ Compensation Information

38. IRS Consent Page

39. Registration Complete Page

40. Optional Points of Contact Page 1

41. Optional Points of Contact Page 2

42. EDI Information Page

43. Disaster Response Page

44. DUNS + 4 Information Page

45. D&B Monitoring is Mandatory for Monitored Countries

46. D&B Monitoring Information Page

47. D&B Cannot Confirm Active Operations Message

48. Manage Registrations Page

49. Edit User Information Page

50. Change Password Page