Monthly Fedmine Deep Dive: Agency Information

Good afternoon, everyone. Welcome to our monthly AI deep dive. Today's session is on agency information. My name is Sartisha Meehan. I'm head of federal public sector at GovSpan, and I have with me Shannon. Shannon, I'm gonna let you introduce yourself. Yep. Good morning or afternoon to everyone. I am Shannon Boudreaux, one of the relationship managers here. Really excited to cohost, this with Artisha today. Really great to see if we're gonna cover. So if anyone have any questions on what we cover today, feel free to reach out to me or your designated relationship manager. I'm excited to to work with everyone. Perfect. And a couple of, just housekeeping. We will be sending out a copy of the presentation to everyone along with, a link, to the recording. It's also on our website. So if any if you go to GovSpan and go to webinars, you'll find all our all the recordings, not just of this one, but all the past recordings still. And, if you have any questions for us, feel free to use the the q and a, tab that's at the bottom of your screen. So, Shannon, you're first, and I'm gonna stop sharing and let you take over. Yes. Everyone, please throw your questions in q and a. We're here together. Let's maximize the time together. But, again, if you are shy, reach out to your relationship manager, and we're happy to help. So the first thing that we're gonna go over today, is the agency profile feature as Artisha mentioned. So, again, those of you that maybe are a little bit getting started with AI, here are basic functionalities. You can go to a specific RP, contract number, company name, so on. But here are your tabs. This is how you can navigate. We're gonna focus on the agency profile tab at this present moment. So the very first one for agency profiles, that's what I clicked on to get to our top market view. Now this is really helpful for, various reasons, you know, whether you're doing mapping internally. If we just wanna see what's a good agency fit, who should be our primary focus, who do we need to have more reps on. There's a lot of great detailed information you can learn just from looking at a a macro level view of these agencies. What's also really neat about AI is you can actually choose what agency you want to see that breakdown for. So maybe we wanna learn a little bit more about the DOD. Right? So click on the DOD, and we'll get the, the the relevant results to that. Before I scroll down here on the bottom, you can always click on the organizational chart as well. This will give you a list of the bureau break downs, the offices. As you know, federal can get very confusing sometimes. So, again, if you're doing any type of internal mapping, this is a great, tool to also leverage to accomplish that. This is, again, gonna give you a nice little overview breakdown of the particular agency that we selected. So here are your total expenditures, about three billion dollars for year twenty twenty four. And here are your, again, high level overview of of contact details, your top ten AI so we can really understand who the major players are working with these agencies. Are we looking at these from a partner perspective or perhaps a competitive perspective. You know, there's a couple of different ways you can take it. Click through here. Again, this will give you the top down view, not keyword specific, just everything that they do provide. But I did want to go over specifically the agency goaling report. It's kind of a hidden feature in AI or a hidden gold mine, I should say. For those that are looking at socioeconomic indicators or certain set asides and trying to figure out, you know, which one is the best or what agencies haven't actually used all of their funds to go to a small business or a women owned business. This is where you can go to see what actions they have had in total in a percentage of their budgets and with and without exclusions here. So you can kinda see that breakdown. Again, it'll give you the top ten or so that are being leveraged with the particular agency that you selected. Other AI too, top first AI, maybe again, we just wanna get some some smaller businesses, see who's just kind of waking up in the federal space. So really, really, really great information here. Artisha, anything that stands out to you with the agency profile that you wanted to add? No. This is really, really good, Shannon. So, again, you know, using agency profiles, quick look at what is happening at an agency. In this case, you can see USA ID doesn't have any bureaus, so we won't see that. But if we go to another agency, you know, it will you'll see a little purple button, I think, that says profiles by bureaus. And if you click on that, it allows you to go into the bureau level. And then, of course, you have the year selector to select years. Feel free to download these into Excel, send to PDFs, and and, you know, analyze it. So thank you, Shannon. That was really, really good. Yeah. Of course. And this is where, as Artisha mentioned, once you click on that bureau level, you can you can then drill down into the specific bureaus if needed. Yep. And, of course, change the year. Yes. Alright. So the next next aspect that I think is very eye opening, especially for those strategic decisions, AI, where where do I focus my efforts on next? Or is that agency budget? So what are agencies that actually have money left to spend? Right? We're coming up on can't believe it, but federal year end is only a few months away. So maybe let's target agencies that have funds left, right, that are actually on budget. And just to really quick, you're not gonna go in the weeds. Just click on agency budget under agency profiles. Same sim similar screen here. You can select a certain agency of interest. This is where you can add keywords of what you're looking for, select certain years, and then on the bottom, this will give you a nice history. Well, you know, have funding increased? Has it decreased throughout the years? Are they on or off budget? So you can still learn a lot here as well just from a a targeting perspective. So those are gonna be our agency budget feature here. Perfect. Yes. Again, this is super helpful, information just for us to get a quick look at what's happening at an agency. And I know it has been helpful for a lot of our AI. So we, Shannon, wanted to make sure that we brought it to your attention. Yes. Yes. Yes. Absolutely. Yep. Alright. And I think that was it for agencies. So I'll hand it back over to you, Artisha. Perfect. So a couple of other things that we wanted to go over. A lot of times, as part of our agency expenditure, a lot of times we wanna dissect it further by contracting officers and get a much better understanding of how the specific contracting office is spending money. So I we wanted to make sure we showed you how you could go back to your agency profiles. And if you go to agency expenditure, we have a lot of, canned reports, if I can say that, just ready for you to use. But I sort of wanted to focus on the federal expenditure by contracting office for agency. If I click on that, it's gonna take us to the screen. And I like I like this report a lot, and I think it's really, really helpful because it allows us to see the spend by contracting office year over year. If you click on the search criteria, it allows you to choose your agency. I'm gonna leave it at agriculture. But it also allows you to add on additional fiscal years going back to two thousand four. Everyone has access to that data in case you ever wanna go back that far. And right here, you could also come in and select the bureau, and just basically click submit. Also remember, for presentation purposes, we'll always typically show the first five, but you can always come here and go and select all. So right here, you could see agriculture with all the various bureaus and all the contracting offices under it. And this is where you could sort of see a contracting office is being replaced by another contracting office. You could see those trends. And then you can always come so if you're at US if you're looking at agriculture marketing services and you really wanna understand how, you know, USDA, FSA contracting office, number one to one NTP is doing, you could always come in, go into the AI NAICS code, and it will give you an analysis of that specific office by the various NAICS codes. And, also, you could always just come here and click on them, or you could sort of come here and see year over year. And it'll allow you to, of course, drill into those specific transactions if you want to and get into the view of who are those companies that are actually winning those contracts. I could also go back to my report and drill in further so I could do the same thing. I could say, you know what? I before I even get into the AI GovSpend or the PSC spend, I wanna go and see who's winning the hundred and fifty one thousand. So that's just another quick way of doing that search. So I wanna make sure we showed you how to do that. No questions so far. Right, Shannon? You're good. Correct. Okay. And, again, you know, we will be sending you a link to this recording, so feel free to review it. We have a question. Yes. If you wanna go ahead and chat it, that would be super helpful. And we can come back to that. So that is our agency expenditure by contracting office. Our next one is, looking a lot of AI, we are asked by a question AI a lot of our clients about, emails. They wanna reach out to their contracting officers, things like that. So there are couple of ways, and then Shannon's gonna go into it, but I sort of wanna explain. So we so all the transactions that we get from FPDS typically have a contracting officer name and email address. So that's a nice way to search. But there are some agencies like HHS that I can think off the top of my head that does not provide emails. So we're gonna run through a few ways of searching, these contracting officers' emails. Shannon, I'm gonna let you share. Yes. And we did have a question, so I'll show you where to to look at the agency profiles again. I also threw it in the chat if you wanna follow those steps. Yes. Yes. We can also take a look at what's out for bid. Artisha, is it okay if we go over if I go over that very quickly? Yes. Okay. I don't wanna alright. Can you see contracting offices by sure. Alright. Let's I love all the questions. Well, let's go into it. So just to very quickly go over the opportunity search, again, we do have another webinar on that, I believe. And, again, if you have any specific questions and need help building the reports, please reach out to your relationship manager. We are here to help. But for the bids that are out, that's gonna be under federal opportunities. Just click on RFP search, and then you can you can identify those open bids from there. AI? Just to touch on that briefly. But back to what Artisha was saying. Right? Those contracting officers. Who are the folks that we should, be reaching out to to start that relationship to get ahead of, contractual decisions or even before the bid comes out. Let's make the relationship so they're very well aware of our services. So under the quick search, we are going to have a contract search. This is a really great way to to live as well. There's a lot of great things here, that you can click on. The contract search is how we're going to go over and pinpoint the specific contracting officers. And then as Artisha was mentioning, we do have the specific contracting officer search as a whole as well. So when we click on that, we are just brought to a very specific, you know, contracting officers. This is where we can drill down by, RFP. This is where that information is gathered, also from Sam dot gov. Yes. We can look at a specific NAICS. Again, drill down by agency. So maybe I wanna focus on contracting officers that are within the army, and then we can also drill down by a specific office and so on, and let's hit search. This will bring us a list. It's usually a lot, so it can take a moment to load sometimes. But down here, we have a really nice contracting officer list of the army for a specific date range. You can drill down into these. For example, Nicholas here. Click on the plus sign. We can actually see okay. Well, what was Nicholas involved in? Does he have a lot of pull? Does maybe he not have a lot of pull? And we'll have a mix of a phone number and or an email for, for these individuals. Yeah. This is really a a really, really helpful search that I think we don't use much, so I'm glad we are showing this. Yeah. And you can always add it to your contacts for that feature within AI. And as Articha has mentioned, you can go by, download PDF and Excel. But if we wanna be very specific, right, very strategic with those contracting officers that we are reaching out to, we're gonna go to our contract search here, and, again, under quick search. Here, I'm gonna keep it pretty basic today. So I'm gonna say, well, I want all the contracting officers that have been involved with contracts that mentioned cyber or, let's say, cybersecurity. Right? I'm gonna keep this to fiscal year twenty four. By all means, you can change that. Maybe your strategy is to reach out the contracts, that were signed in twenty twenty three hoping to get in front of the renewal for twenty twenty four. You can, of course, drill down by a specific agency. This isn't changed. But what's really neat is when you scroll all the way to the bottom, instead of hitting just search or saving the search, we're actually gonna click on the search CO details. And this is gonna bring you a very, very nice clean list that, again, is exportable from AI to work. So we have Thomas, Michael. Right? I click and click on Thomas here. Let's see what he did. He's in the army. Once you click on the plus AI, maybe he did a locks, taking a while to load. But when we click on that plus sign again, it'll give you a breakdown of what Thomas was actually involved with, and it'll link to the the contracts or the task orders that he specifically was involved with and listed as a contracting officer. Yes. It's taking time. Try another one. It is taking time. And I know one of the questions was that, you know, you wanna just search for contracting officers by state. I would always recommend looking at the contract search, the search that, Shannon just did because I find using the filters, fine tuning it, either by keywords, NAICS, place of performance, agency, all of that really, really helps. So, you know, one thing that is I think the search is really, really helpful. Now keep in mind that this is coming from, FPDS, and, most of the times, we will find the full emails, but some agencies have stopped putting up the emails. And I'll show you how we could sort of reverse engineer it. It's a two step process, but, we'll show you how you could try and find those emails. And then if this is a perfect list, right, you can, again, hit download or download as Excel and do all the great things that you do. Exactly. Okay. Well, those are two very strategic ways to look at specific contracting officers. For that other request, again, contracting officer, You can drill down the various, departments or or titles and everything that way as well. So really helpful. I'll pass it back over to you, Artful. Okay. Oh, hold on. I'm not sharing the right I wanna also pause. I know we kinda went over a lot. So were there any other great questions you guys had before we kinda drill into other aspects of that AI? Okay. So, again, just to sort of recap and, you know, what, Shannon did sorry. It's Wednesday. It feels like Friday. It Was was really go in a contract search and use the filters here and then come and do a search contracting officer details. Right? Now what happens, and I did keep an example ready. Let me find that. I kept an example ready for, a transaction detail. It is for Mathematica. It is at HHS, at CMMS. And as you can see, I this the created by and last modified by is where that contracting officer information really comes. So or the core. It's typically the contracting officer or the core. And you can see it's it's a little AI, you know, just names of the first three, of course, is HHS, and then, typically, this the a is the first the the inner first letter of of the first name, and then this is their last name. So this is something that we figured out. How do you how do you get their email? So if I am looking at the last name of Jerima, and I'm gonna sort of copy that. I am then gonna go to and I'm gonna have it ready here. I'm gonna come back to my agency profiles, and I'm gonna go to this tab. That's my contracting officer email contact. This place has, all the emails over the past ten, fifteen years that we have accumulated. As of yesterday, we are about a hundred and fifty three thousand emails. This is a nice place to actually come here. I'm gonna go in and say this I'm just looking for help and human services. I'm gonna come in, select HHS, and I'm gonna put in that last name of Jerima and click search. And you could see, you know, when I'm looking at that transactional detail, it's a Jerima. I come back here, and you can see Alex Jerima. That's his contact information. So this is one way of getting that email address. So I wanted to make sure I showed you the specific search. So it's, again, agency profiles going to the contracting officer email contact and looking at, all the, emails here. This is also a nice way AI. You know, we've had luck where you might say, I'm trying to find a program manager. You could select an agency or just AI search, and it will pull up a listing of those program managers and whatever contact information that we might have. So, again, just wanting to show you this, and and make sure that we cover it. The other place, and I know Shannon touched on it, was going on quick search and going to the contracting officer search. Again, this search is coming from sam dot gov. It is a lot of fun doing the search. You could actually, select agency. You could even, you know, put in names and things like that. But it is, again, a very helpful search if you're trying to find contact information or just people to reach out to. I think that was all that I had. I think we've got some more questions, Oh, Shannon's been answering them. Yep. We're we're good. Really great questions coming through. Okay. And then again, yes, just to make sure everyone knows, if you all go to GovSpend, and go to insights and come to webinars, you will see our most, you know, we're trying to keep this as updated as we can in terms of what's happening. Tomorrow is a back to basics on the GovSpan platform, so feel free to join us for that. And then all the replays of all our webinars are here, whether they are GovSpan webinars or AI deep dives or even when we bring in outside experts to talk about, government contracting and federal contracting. So I'm gonna stop sharing the screen. It's a short session. But Hey. Straight to the point. Right? We we get you guys your contact list. The the great thing about, what Artisha and I showed you today is it it's extremely tangible. So if you need to pull a list of contracting officers to reach out to today, you can see that you can very easily do that in AI. And, again, the point is to be specific with that outreach. You know? You're you know that they have a contract coming up, so you're reaching out to John Doe of a contract that's coming up in the next six months. Right? So that's the whole purpose of just instead of throwing a dart at the wall and hoping that it sticks, right, hoping you get a bull's eye, we're being a little bit more strategic with that and making those relationships, fostering those relationships. It goes a lot goes a long way within the federal space. Totally. Totally. And, again, if you guys have any specific questions, feel free to reach out to Shannon or me or reach out to your relationship manager who would absolutely be happy to help you. Well, thank you, everyone. Have a wonderful rest of your day and a very successful third quarter, which is gonna start next fourth quarter. I cannot believe it. This year is going by so fast. Totally. So Alrighty. Care, everyone. Have a great one. Bye. Thank you. Bye bye.