3.1. Creating Company Profile with SAM
A SAM import gathers data from the federal SAM system using the organization’s DUNS number provided at the time of your business registration. Zbizlink will import data from SAM.gov.
Figure 3.1 on the following page illustrates the SAM import prompt.
Figure 3.1. Import from SAM to Build Your Company Profile in One Click
The tool will automatically add four leading zeros “0” when the user only provides nine digits of the DUNS number. If an account was already created using the same DUNS number, Zbizlink will generate a pop-up message to inform you that “a company with similar DUNS number already exists”, as shown in Figure 3.1a. below.
Figure 3.1a. Alert of Existing Account
Note: If you believe your DUNS number was stolen or incorrectly used by another business, file an online complaint via the form shown in Figure 3.1b on the following page. The Compliance Team will evaluate your complaint and supporting documents to validate your organization's identity. Upon evaluation, you will be notified of a final determination.
Figure 3.1b. File the Complaint to Validate Identity and Release Your DUNS Number
Figure 3.1c. Registration Details are Displayed
After importing the data from SAM, the system will redirect you to the “Legal Information” tab.
Figure 3.1d. SAM Sync Ensures Accuracy of Your Data
Note: You’re in control. You have the option to start your Company Profile manually and import the data from SAM later. Simply go to Company Profile, select “Edit”, then select “Import from SAM” in the top right-hand corner.
3.2. Creating and Organizing Manually
Create your Company Profile without migrating data from SAM. Refer to Section 3.2.1: Providing Legal Information – Section 3.2.2: Providing Company Details for more instructions.
3.2.1. Providing Legal Information (Tab 1)
This is the first tab in the Company Profile wizard. Add your organization’s legal information in the provided fields, as shown in Figure 3.2.1.
Note: You cannot add an invalid Tax Identifier or un-registered DUNS number.
Figure 3.2.1. Add Your Legal Information Step-By-Step
Add Your Organization’s Logo
Uploading the organization’s logo or a profile picture is easy, and you can change it at any time.
Click “Save Changes”.
Remember: You can update the “Legal Information” tab at any time.
3.2.2. Providing Company Details (Tab 2)
This is the second tab in the Company Profile wizard. Further legal information will be requested.
Note: For textboxes, such as the Primary NAICS code field, type a single entry and choose additional options from the multi-select drop-down menu. Place your cursor inside the textbox to view your options and choose the desired entry. Repeat this step for other multi-select textboxes.
Figure 3.2.2. Add Multiple Details to Capture the Right Opportunities
Data fields are optional, yet some entries are linked to other areas of the Company Profile. For example, information in the “Secondary State of Business” field will aggregate in the “Certifications” tab. Information that is provided in the “Targeted Sector” field will help identify specific market opportunities, as described next. Providing as much information as possible will help complete other tabs faster.
Linked Data for Faster Entry
3.2.3. Providing Company Locations (Tab 3)
This is the third tab in the Company Profile wizard. In the “Locations” tab, add locations, user roles and permissions, and create Departments.
A physical business location is required for your profile. To add multiple locations, click “Add New Record” in the “Locations” tab. Add your location record in the pop-up window shown in Figure 3.2.3.
Figure 3.2.3. List Your Locations to Target Nearby Opportunities
Remember: Assigning a location to each Designation is mandatory. Refer to Section 6.1: Providing Company Designation for more details.
3.2.4. Providing Company Projects (Tab 4)
This is fourth tab in the Company Profile wizard. In the “Projects” tab, provide your organization’s past performance projects. Add your project information in the pop-up window, as shown in Figure 3.2.4. below.
Figure 3.2.4. Create Strong Capability Statements with Validated Past Performance
Note: You have the option to have your project verified from a customer contact.
Get Customers to Verify Projects
Zbizlink’s 2-step verification process allows your customers to verify past projects when requested. Once verified, use the information in your organization’s past performance and capability statement.
An email, such as in Figure 3.2.4a., will be sent to the person you would like to verify project details.
Figure 3.2.4a. Get Instant Verification from Your Customers
Once the “Click Here” is selected, feedback can be provided with star ratings in the review window as shown in Figure 3.2.4b on the following page.
Figure 3.2.4b. Your Clients 5-Star Ratings Show Ultimate Satisfaction
After submission, a confirmation message will display, as shown in Figure 3.2.4c below.
Figure 3.2.4c. Zbizlink Sends Your Thank You for You
3.2.5. Providing Company Skills and Certifications (Tab 5)
This is the fifth tab in the Company Profile wizard. In the “Skills” field, enter and select skills.
Figure 3.2.5. Showcase Your Organization’s Strengths
Add Certifications to Your Profile
In the “Certifications” tab, add certifications, license number, and issuing authorities to your Company Profile. Add multiple certifications in the pop-up window if desired, as shown in Figure 3.2.5a.
Figure 3.2.5a. Detail Your Federal, Commercial, and State Certifications
3.2.6. Providing Public Contacts (Tab 6)
This is the sixth tab in the Company Profile wizard. Add any active Resource to your Public Contacts.
Note: Before adding new Resources to Public Contacts, you must add Resources via the Invite Resources or Employee Bulk Insertion sections. Refer to Section 8.2: Inviting Bulk Resource for more details.
All Resources must be assigned a Designation and Department. Refer to Section 6.1: Providing Company Designations – Section 6.2: Providing Company Departments for more details.
Figure 3.2.6. Assign Complete Contact Information to Easily Identify Resources