Setting Up Company Profile

admin Jan-17-2020 0 Comment

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

Instructions:

  1. Enter the DUNS number in the “DUNS#” entry field.

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

  1. Next, click “Get Information” to display the registration information of the organization, as shown in Figure 3.1c.

Figure 3.1c. Registration Details are Displayed

  1. Click on “Import from SAM” to redirect to the SAM page. Zbizlink will save the data.
  2. Click “SAM Sync” Zbizlink to retrieve the latest information from SAM and compare with the saved data in Zbizlink. Zbizlink will highlight discrepancies in a red
  3. Check/uncheck the values in the SAM column that should be replaced.
  4. Lastly, click “Submit”.

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.

Instructions:

  1. First, provide the necessary information such as “Tax Identifier Type”, “DUNS#”, “Company Type”, “Business Start Date”, and so on. “Legal Business Name” is the only mandatory field on this form.

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.

Instructions:

  1. First, click the camera icon (top left-hand corner).
  2. Next, select an image from your computer.
  3. Click “Open”.
  4. Crop the image (if desired).

Click “Save Changes”.

  1. Lastly, once the image is added, click “Submit” to move to the “Details” tab.

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.

Instructions:

  1. First, enter your organization’s capability and qualifications related information which includes “Employee Range”, “State of Incorporation”, “Secondary States of Business”, “Annual Revenue”, “Business Type”, “Primary NAICS”, and so on, as shown in Figure 3.2.2.

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

  • “Secondary State of Business” -> Select only the states where your organization is legally eligible to conduct business. To add certifications for missing states, revisit the “Details” tab and add missing states to the “Secondary State of Business” field.

 

  • “Target Sector” -> Select the business sectors you’d like to target for new opportunities. These selected sectors will be useful in the Market Segment section and future bids. For example, if you set a target for “Government-State,” you will be allowed to capture opportunities and proposals in the Government-State market sector. The selected NAICS codes will also help create a targeted market segment for the selected business sectors.
  1. 2. Lastly, click “Submit” to move to the “Locations” tab and to enter your business locations.

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


Instructions:

  1. First, enter the location’s “Address”, “City Name”, and other relevant information including the required fields “Country” and “State”.
  2. Next, add the email address of a Resource associated with that business location.
  3. Click “Save”.
  4. Lastly, click “Submit” to move to the “Projects”

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

Instructions:

  1. First, click “Add Project”.
  2. Next, add the “Title” of the project, “Start Date”, “End Date”, and “Project Client”.
  3. Type a “Project Description” in the textbox.

Note: You have the option to have your project verified from a customer contact.

  1. Check “Do you want to verify project details?” to provide the contact information of the person who will verify the details.
  2. Lastly, click “Submit”.

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

Instructions:

  1. First, enter a skill in the open field.
  2. Next, select the skill from the drop-down menu.
  3. Repeat step 1 and 2 to add multiple skills.
  4. Lastly, click “Submit” to move to the “Certifications” tab.

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

Instructions:

  1. First, check the applicable boxes for “Federal Contracting Programs.
  2. Next, check the applicable boxes for “Commercial Certification Programs”.
  3. Enter and select “State Certification Programs” associated with each registered state.
  4. Lastly, click “Submit” to move to the “Public Contacts”

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

Instructions:

  1. First, click “Edit”.
  2. Next, click “Add a Contact”.
  3. Select “Department” and “Location” from the drop-down
  4. Type “Employee Name” in the field to display the correct contact.
  5. Select the contact to autofill the highlighted fields
  6. Select “Company Location”, “Primary Contact” or “Secondary Contact”, and “Public Contact Type”.
  7. Type a detail in the textbox (optional).
  8. Click “Save”.
  9. Lastly, when done adding contacts, click “Finished”.
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