D&B Data and CCR/SAM How to ensure D&B data and SAM Jeanine Maas Dun & Bradstreet This presentation is D&B Confidential and Proprietary. The information is intended only for D&B customers pursuant to their D&B Master Agreement and for D&B associates. © Dun & Bradstreet 2011. Agenda • • • • • D&B Data in SAM D&B’s Online Request Form Education Linkage at D&B D&B Dedicated Government Helpdesk Q&A 2 SAM Registration – DUNS Entry 3 SAM – DUNS Data Review 4 D&B’s Online Request Form 5 Country Selection 6 Information Page 7 Existing DUNS Login 8 Update Process 9 Business Summary 10 Corporate Family Review/Addition 11 New DUNS Request 12 Company Search 13 Company Review 14 Authentication Data Collection 15 Authentication Exam (Examples) 16 Company Information 17 DUNS Duplicate Review 18 Linkage Request 19 D&B Linkage for Education • Linkage for Higher Education follows similar guidelines like government entities, but can vary from state to state based on state government laws and regulations • Control and funding by the state government determines linkage between the educational institution and the state government • Curriculum guidance and partial funding from the governor’s office does not equate to a D&B linkage relationship • In order for it to be linked to the state, the educational institute will be controlled and funded by the state. As such, these entities will be linked within the state’s family tree 20 Recommendations for Education Linkage To ensure the Family Trees are accurate, I recommend: • That the HQ’s or ‘higher ranking’ DUNS and authorized personnel from the college/university make the request for linkage. • Having a representative from the college/university ask for the family tree yearly to review and update • The highest ranking member of the college/university review SAM to ensure all their members actively registered in CCR are linked 21 D&B Hierarchy within SAM 22 D&B’s Dedicated Government Helpdesk • Beginning in 2003, D&B created a helpdesk dedicated to assisting only those customer doing business with the US Federal Government, known as the GCRC • The GCRC’s mission is provided DUNS support FREE of charge and in 1-2 business days • GCRC agents actions over the phone, email and web are strictly focused on: o o o o • Creating a DUNS Modifying a DUNS DUNS Monitoring (changes pushed to SAM) Navigating IAE award systems and how/where they use the DUNS GCRC agents are not trained in: o o o D&B products D&B pricing Charging fees for services 23 The GCRC and Online Request • Website: http://fedgov.dnb.com/webform • This is the only D&B page that should be used by entities doing/or wanting to do business with the Government • • If a customer enters D&B through a site other than http://fedgov.dnb.com/webform, their request may result in a charge or product promotion. The phone: 1- 866-705-5711 (7am – 8pm CST) • DUNS requests and modifications are still taken over the phone, however, there is now a stronger push to have customers go directly to the website. 24 25