1 Tribal Government Institute 2011 Annual Conference Central Contractor Registration (CCR) Ms. Kathleen Oliver GSA/IAE Program Manager U.S. General Services.

1

Tribal Government Institute 2011 Annual Conference

Central Contractor Registration (CCR)

Ms. Kathleen OliverGSA/IAE Program Manager

U.S. General Services AgencyOffice of Governmentwide Policy

Ms. Meredith WhiteheadGSA/IAE Program Analyst

U.S. General Services Agency Office of Governmentwide Policy

Mr. Russell Hawthorne, CCR RACMs. Heather Waterson, CCR RAC

Hart-Doyle-Inouye Federal Center74 Washington Ave N Ste 7

Battle Creek MI 49037-3084

Federal Service Desk (FSD)Customer Support Toll Free: 866-606-8220

• 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

Agenda

2

3

OverviewCentral 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

EPLSEPLSNCAGENCAGE

CCR Public SearchCCR ToolsCCR XML

BPN ExtractsD&B

Out of Business Code

D&BOut of Business

Code

D&BPrior Duns

D&BPrior Duns

DLA CAGE

D&BParent Linkage

D&BParent Linkage

SBA Certifications

SBA Certifications

D&BName/Address

D&BName/Address

IRSTIN Validation

DFD

IRSTIN Validation

DFDAbility One

(formerly JWOD)

Ability One(formerly JWOD)

Fed ABAFed ABA

Authoritative Data Sources

USPSUSPS

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

1. DUNS Number: If you need a DUNS number, visit D&B at http://fedgov.dnb.com/webform or call 1-866-705-5711 to obtain a DUNS number.

2. 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.

Information is Required to Register in CCR

8

Navigating through the CCR Home Page and Registration

Select “Start NewRegistration”

9

Enter your Organization’sInformation and click onthe “Continue Registration”button.

10

When your input does notmatch 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 AccountInformation, 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 inwith UserID and Password

17

ManageRegistrations 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

ContactTemplate

21

System Messages Displayed

22

Corporate Information

Page

23

Select Organization Type: U.S. Federal,State, Local, Tribal, or Foreign Governmententity/agency

Type and BusinessFactors Displayed forGovernment Organization

Corp Info PageContinued

24

Select Organization Type Structure, Business Information, and Other Factors which are optional

Corporate Information Page

Continued

25

Corporate Entity selected on Corporate Information page

RequiredIncorporation Data Displayed

26

Sole Proprietorshipselected on Corporate Entity page

Sole ProprietorshipPoint of Contactsection 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

Select Proceeding Type

Select Proceeding Disposition

Proceeding Detail Added

36

Executive Compensation Page Answer YesActivate second question Answer No to second question, compensation section becomes active.

Executive Compensation

Page

37

The public doesnot have accessthe Executives’Compensation Information

Executive Compensation Page Continued

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

51

Manage Users for DUNS XXXXPending Invitations

Add User

CCR Search

52

CCR Search Results

53

54

• How do I change my Legal Business Name, DBA, Address, or “Out of Business” indicator? D&B webform: http://fedgov.dnb.com/webform or 1-866- 705-5711 option 3

• MPIN

• User ID/Password resets

• How to get a CAGE/NCAGE code http://www.dlis.dla.mil/Forms/Form_AC135.asp

• POC left the company/need to access CCR

• IRS validation failure

• CCR Number

• SBA Number/Small business status

• Public Search Opt Out

Commonly Asked Questions

55

• Change the password every 60 days added to the Frequently Asked Questions

Q: What are the rules for creating a password in CCR?

A: The following rules apply to CCR passwords:

A password must contain at least eight total characters including at least one upper case, one lower case, one number, and one special character (i.e., @, #, $, %, *).

An example of an acceptable password is AB123#$de. A password must be changed at least every 60 days. A password must be different from the previous six passwords used. A password may not be changed more often than once every 24 hours. If a password is entered incorrectly three times within a 60-minute period, the

account will be locked for 60 minutes.

Commonly Asked Questions

56

• FAQs: Answers to your most common questions https://www.bpn.gov/ccr/FAQ.aspx • User Account Guide: Instructions on how to create your user ID and password https://www.bpn.gov/ccr/doc/UserAccount.pdf

• User’s Guide: CCR registration guide: https://www.bpn.gov/ccr/handbook.aspx

• On-line registration help: https://www.bpn.gov/ccrupdate/Help/New/CCR_New_Registration_Help.htm

Additional Resources

57

CCR Help Page

58

CCR User Guide/Screenshots

59

Federal Service Desk(866) 606-8220 Toll Free

(334) 206-7828 International

Hours of Operation8:00 AM – 8:00 PM

Eastern Standard Time