Andrew Zuber, Commercial Market RepresentativeGovernment Contracting – Area 1New England, New York, New Jersey, Puerto

Rico & The Virgin Islands

Securing reports fromFederal Procurement Data System

– Next Generation(FPDS-NG)

https://www.fpds.gov/Session will provide tools you need to

generate much-needed FPDS-NG reports.FPDS-NG allows some to input data, while

others only need to access reports.

This presentation focuses on securing activity reports.

What's covered in this training?How To:Create a user account in FPDS-NG.Secure data using pre-cast, standardized

reports.Retrieve data using ADHoc, custom element

reports.EZ-Search Tool

Accessing the systemFirst Major Step: “Log In” Registration Click on “Register” and follow directions supplied for your position. FPDS-NG will give you a choice of the type of user. Select the link that

states, “If you are a member of the Congress, a member of the public, or a government official who does not require access to submit data. More detailed instructions in “Who Should Register”

A Notice of Disclaimer appears. Users must select “Yes” to Continue. Fill in the required data elements.

Tips: Make your User ID & Password something you will remember User ID is not case sensitive Password is case sensitive

After RegisteringRegistration Instantaneous:Once you’ve completed the registration, your

personal FPDS-NG account is established in real time, meaning it’s now available for your use.

You can begin to access reports immediately.

How to use the accountAccessing FPDS-NG:Proceed to “Log In” section at top of left

hand column.Enter “Log In” user ID and “Password” you

just created.Then click on “Login”

Securing Reports After “FPDS-NG Reports Suite” page loads,

you may select from the following five options : Adhoc ReportsStandard ReportsezSearchChange InformationHelp

FPDS-NG Reports Suite Screen

Logged in as: ANNHUBERT@SBA.GOV

Generating Standard ReportsWhat's Available?Standard Reports provide access to more than 70

Federal Government reports. These reports allow you to enter specific search criteria to narrow and customize the results returned on a report.

In the Standard Reports section, additional assistance information is provided to help you pick the most pertinent report.

Useful if you are looking for reports like:

Top 100 Federal Contractors Small Business Reports

Standard Report Page

What types of products and services the government has been buying? Name Description

Contract Detail Report NEW This report provides the complete contractual data for the specified PIID.

Federal Contract Actions and Dollars NEW This report displays the federal contract actions and dollars for the specified date signed range

Procurement History for Market Research Report NEW This report provides total dollars awarded to all vendors for a Product and Service Code (PSC) given in the search criteria. The dollars are aggregated by the unique entry reported in the Description of Requirements field.

Total Actions by NAICS Report NEW The report displays actions and dollars for North American Industry Classification System (NAICS) Categories and how many of them are acquired by Commercial Item procedures at the Federal Government level.

Total Actions by PSC Report NEW The report displays actions and dollars for Product or Service Code (PSC) Categories and how many of them are acquired by Commercial Item procedures at the Federal Government level.

Standard Report PageWHO - is winning government contracts?WHAT - types of products and services the

government has been buying?WHERE – is the government spending its

money, both in the US and abroad?WHEN – were the procurements made?HOW – did the government make the

award? (small business, type of competition, etc.) & HOW – is the government meeting its statutory goals?

Generating Ad Hoc ReportsWhat’s available?

Ad Hoc Reports offer ability to select individual fields from the FPDS-NG database to run a query.Used if you are interested in:Asking a business question of the FPDS-NG database, such as HUBZone Firms in a specific state.Designing and customizing your own report with regards to both information & format.{Learn more about using Ad Hoc Reports feature: Start by downloading the Ad Hoc Training Manual - from the web site click on Training}

Ad Hoc Report PageClick “New” & Select Box 1 Metrics Add search criteria (aka – Metrics) by clicking “*Award – IDV

Information” to add Dollar Values and Contract ActionsMetrics serve as the “building blocks” for the final report –

For Example: first item you’ll be asked is whether you want to see a total for “dollar values” or “contract actions” or both. With each selection you will get options you then have to “Add” to produce your final report.

Select Box 2 AttributesAdd search criteria (attributes) by clicking on information for your final

report such as:Contract Department Name; ID/Codes; Socio Economic Data; Principal

Place of Performance, etc.

*Note: If by clicking on Award IDV Information – Menu does not open – click on the small box aside of Award to open the menu.

Ad Hoc Report (cont’d)

Lastly, you will be asked to enter the date range just

before the system executes the search.Date Format: 10/01/2009 – 09/30/2010 for FY10

Remember: Your search can only be completed for 1 year at a time

Select Box 3 for FiltersExamples: Contracting Department ID = Show Only = Add filter “9700” for DOD Activity.

For the Vendor Socio-Economic Data you may choose – IS Vendor WOSB = Show Only – “YES” for the filter.

You can manually enter a filter or select from a predefined list.

Ad Hoc Report PageProceed through all three fields to add the

crucial report elementsYou will be prompted for a date range

(remember: a one-year maximum) by hitting the “Execute” button

Sharing My ReportsTo share your reports with others - you can

save the data in various formats.Among them:

ExcelComma Separated Value (CSV)HTML documentPDF document

Building “My Reports” FunctionDon’t re-invent the wheel:

As you generate Ad Hoc Reports, save the runs in your “Personal Folder”

This way, you won’t have to go through the entire query process each time you look for the same information.

Most times, you will direct the system to run the saved report, just with a different date field.

“ezSearch” ToolThis “Google-like” search tool will provide an

easier way to navigate the millions of records within FPDS-NG.

Text based search that allows users to enter any elements of a contract they are interested in (vendor name, agency name, dollar amount, etc).

Search results can then be sorted several different ways, or narrowed down further by using the Advance Search. Users are also able to drill down on each record to the Award Detail level.

ezSearch is available both to government users and public users.

What should I do next?Practice, Practice, Practice

This session was designed as a brief introductory course.

There are many added options in FPDS-NG to accomplish more detailed analysis.

Be forewarned, this system is complex.With practice, you can master those report

functions most useful to your circumstance.

FPDS-NG Contact InformationFPDS-NG Help Desk (703) 390-5360E-Mail fpdssupport@gce2000.com