B2 - Draft Specifications for NIST MEP Data Resource v6a (1Jun021).docx

Statement of Work - Specifications for NIST MEP Data Resource Verification

Overview The National Institute of Standards and Technology (NIST) Hollings Manufacturing Extension Partnership (MEP) Program requires a third-party independent resource to provide complete and accurate information about the approximately $290M business establishments worldwide. While NIST MEP is primarily focused on manufacturers and the manufacturing ecosystem in the United States and Puerto Rico there is also the need to access to information about organizations outside of the United States. Major data categories include:

· Company information (name, address including county, phone, website, size by employee count, diversity, ownership, synopsis)

· Market Segment

· Lines of Business

· Competitors and Competitive Landscape

· Unique IDs for data analytics (DUNS, Tax ID)

· Industry Information to include all focuses of the business (SIC/NAICS)

· Global Positioning Data (latitude, longitude)

· FIPs and MSA designations

· Financial (Sales, Risk Assessment (credit, financial, long-term viability)

· Corporate Hierarchy (connections to other entities by identification number)

· Key positions at the company including phone and email

Please see Appendix A Technical Documentation for the currently used data elements within MEP Enterprise Information System (MEIS). The main focus of NIST MEP is serving the manufacturing industry, access on other companies information in other industries is also required.

Vendor establishment data must be sourced from a variety of different entities that have been vetted including the company directly and third-party resources. The information must be compiled using different mechanisms (direct reporting, third-party reporting, automated/artificial intelligence), verified/validated and distributed to NIST MEP via direct login to access database(s) and automated queries using an application programming interface (API). NIST MEP program performance is dependent on the timeliness and accuracy of establishment information provided by the vendor database. The mission of NIST MEP is to improve the competitiveness and productivity of U.S based manufacturers. It is imperative that NIST MEP can validate that an establishment is a manufacturer and can be served by the program. NIST MEP will use the vendor database to serve in the capacity of an independent data source to support that validation.

The Contractor shall provide detailed data on U.S. based establishments (and Puerto Rico), primarily small and medium-sized establishments, in the manufacturing industry to validate that clients served are classified as manufacturing establishments (NAICS 31-33) or other approved classifications from MEP (e.g. Research and Development, NAICS 54171). It is important that the data gathered be based on the DUNS number. The Information shall include corporate relationships, contact information (address, phone, email), company size (employment and sales), demographic information for ownership and/or employees and other financial information such as credit ratings. However, the intent is to validate that clients are indeed manufacturing establishments – either as their primary activity or secondary line of business.

At least one standard report form specific to the needs of NIST MEP must be available to output, download, print, disseminate and/or store company information (see data elements in the Appendix). These reports will be stored in MEIS based on the DUNS number and can be viewed/downloaded by any MEIS user. NIST MEP anticipates needing to download up to 200 of these reports during the period of performance.

Data Integration and Usage The requirements, integration and usage of the data will assist MEP in three broad areas:

· Reducing MEP Center and client reporting burden

· Providing MEP Centers and the program with the ability to continually update the information to respond to evaluation and programmatic needs

· Ensure data continuity over time preserving the ability to accurately evaluate the program and assist MEP Centers with analysis

· Program evaluation across years

· The ability to replicate data accessed by MEP Centers through an existing data purchase contract (1333ND18FNB480397 with Dun & Bradstreet)

DELEVERABLES

Database Access (Direct login via Web URL) MEP requires access to the database via direct logon via Web URL for NIST MEP staff and 51 MEP Centers.

Data Verification Requirement The contractor shall validate that each company (by DUNS number), NACIS code is accurately representative the primary activity. MEP is looking to ensure that their clients are indeed manufacturing establishments – either as their primary activity or secondary line of business.

Data Records Requirements MEP will require the following number of records:

· 250,000 records containing the demographic information identified in the “Overview” section and access for these records to obtain additional standardized report summarizing business activity and financial health (including risk of default and the ability to pay suppliers in a timely fashion

· An additional 800,000 records containing the demographic information identified in the “Overview” section to allow MEP to replicate the data accessed by MEP Centers used for their own market research and analysis

· Both elements above will require continual updating at no additional cost to ensure MEP maintains the most recent data available

· A “record” is defined as information and data collected at the establishment level

See Appendix B

Application Programming Interface (API) NIST MEP requires the ability to use web services to stream data and analytics into MEP’s Enterprise Information System (MEIS) via an application programming interface. In addition, the product must have existing Integrations with popular Customer Relationship Management Systems (CRMs) such as Salesforce and Microsoft Dynamics.

The webservices will automate the following tasks:

· Research – Functionality within MEIS to query the vendor database by unique identifiers, name, street, city, state, phone, NAICS from within MEIS and output information necessary to determine if a company is suitable to be an MEP Client. If a company is suitable, the information about the company returned from the vendor database will be stored in MEIS.

· Refresh – Ability to automatically update (single and batch) company records in MEIS to include all required data elements from the vendor database.

· Update – Functionality to initiate from MEIS a request to the vendor to update information about the establishment in the vendor database (example add an additional NAICS, update information, improve accuracy of sales and company size information).

· Update Appeal/Escalation – Capability for the establishment to challenge the accuracy of information in the vendor database about their organization if the initial update did not go as expected. Escalation will include human intervention and not rely solely on artificial intelligence and vetted resource data. In other words, the person at the vendor will talk to the contacts on record at the company to ensure the accuracy of data.

· Workflow Update and Appeal/Escalation – Capability to track the status of the request to update information. The status of the update and appeal as it moves through the process must be visible to NIST MEP as program performance is dependent on the timeliness and accuracy of establishment information

PERIOD OF PEFORMANCE

1-year base period and 4 one-year option periods.

Appendix A – Technical Documentation

Sample XML of record (Refresh and Research). At a minimum, all data fields included are required and used by NIST MEP.

<?xml version="1.0" encoding="UTF-8"?> <soapenv:Envelope xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/"> <soap-env:Body xmlns:soap-env="http://schemas.xmlsoap.org/soap/envelope/"> <cus:OrderProductResponse xmlns:cus="http://services.dnb.com/CustomProductServiceV2.0" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" ServiceVersionNumber="3.0"> <TransactionDetail> <ServiceTransactionID>Id-5d6e8c60d022c607dd838a17-2</ServiceTransactionID> <TransactionTimestamp>2021-04-30T16:53:49.967-04:00</TransactionTimestamp> </TransactionDetail> <TransactionResult> <SeverityText>Information</SeverityText> <ResultID>CM000</ResultID> <ResultText>Success</ResultText> </TransactionResult> <OrderProductResponseDetail> <InquiryDetail> <DUNSNumber xmlns:ass="http://services.dnb.com/CustomProductServiceV2.0">090084922</DUNSNumber> <CountryISOAlpha2Code xmlns:ass="http://services.dnb.com/CustomProductServiceV2.0">US</CountryISOAlpha2Code> </InquiryDetail> <Product> <DNBProductID>CST_PRD_2</DNBProductID> <Organization> <SubjectHeader> <DUNSNumber>090084922</DUNSNumber> <LastUpdateDate>2013-11-09</LastUpdateDate> <MarketabilityIndicator>true</MarketabilityIndicator> </SubjectHeader> <Telecommunication> <TelephoneNumber> <TelecommunicationNumber>(787) 788-5400</TelecommunicationNumber> <InternationalDialingCode>1</InternationalDialingCode> <UnreachableIndicator>false</UnreachableIndicator> </TelephoneNumber> <WebPageAddress> <TelecommunicationAddress>www.atlanticpipe.com</TelecommunicationAddress> </WebPageAddress> </Telecommunication> <Location> <PrimaryAddress> <StreetAddressLine> <LineText>Rd 5 Km 0 H Barrio Palmas</LineText> </StreetAddressLine> <PrimaryTownName>Catano</PrimaryTownName> <CountryISOAlpha2Code>US</CountryISOAlpha2Code> <TerritoryAbbreviatedName>PR</TerritoryAbbreviatedName> <PostalCode>00962</PostalCode> <PremisesDetail> <PremisesAreaMeasurement>40000</PremisesAreaMeasurement> <PremisesAreaMeasurementReliabilityText DNBCodeValue="9092">Actual</PremisesAreaMeasurementReliabilityText> <PremisesAreaMeasurementUnitText DNBCodeValue="3848">Square Feet</PremisesAreaMeasurementUnitText> </PremisesDetail> <AddressUsageTenureDetail> <TenureTypeText DNBCodeValue="1130">Leases</TenureTypeText> </AddressUsageTenureDetail> <PremisesUsageDetail> <PremisesUsageFunctionDetail> <PremisesFunctionText DNBCodeValue="12058">Manufacturing</PremisesFunctionText> </PremisesUsageFunctionDetail> </PremisesUsageDetail> <CountyOfficialName>Catano</CountyOfficialName> <TerritoryOfficialName>Puerto Rico</TerritoryOfficialName> <CountryGroupName>North America</CountryGroupName> <LatitudeMeasurement>18.4378</LatitudeMeasurement> <LongitudeMeasurement>-66.1393</LongitudeMeasurement> <GeographicalPrecisionText DNBCodeValue="30258">Postal Code Centroid</GeographicalPrecisionText> <UndeliverableIndicator>false</UndeliverableIndicator> <RegisteredAddressIndicator>false</RegisteredAddressIndicator> <ResidentialAddressIndicator>false</ResidentialAddressIndicator> <CountyFIPSCode>033</CountyFIPSCode> <TerritoryFIPSCode>RQ</TerritoryFIPSCode> </PrimaryAddress> </Location> <Financial> <KeyFinancialFiguresOverview> <StatementHeaderDetails> <FinancialStatementToDate>2013-11-09</FinancialStatementToDate> <FinancialPeriodDuration>P1Y</FinancialPeriodDuration> </StatementHeaderDetails> <SalesRevenueAmount CurrencyISOAlpha3Code="USD" ReliabilityText="Modelled" UnitOfSize="SingleUnits">36833997</SalesRevenueAmount> </KeyFinancialFiguresOverview> <FinancialStatement> <StatementHeaderDetails> <FinancialStatementToDate>2000-12-31</FinancialStatementToDate> <CurrencyISOAlpha3Code>USD</CurrencyISOAlpha3Code> <UnitOfSizeText DNBCodeValue="7964">SingleUnits</UnitOfSizeText> <FinancialPeriodDuration>P1Y</FinancialPeriodDuration> </StatementHeaderDetails> <BalanceSheet> <TotalAssetsAmount DNBCodeValue="3046">42162590</TotalAssetsAmount> </BalanceSheet> </FinancialStatement> <FinancialStatement> <StatementHeaderDetails> <FinancialStatementToDate>2000-01-01</FinancialStatementToDate> <CurrencyISOAlpha3Code>USD</CurrencyISOAlpha3Code> <UnitOfSizeText DNBCodeValue="7964">SingleUnits</UnitOfSizeText> <FinancialPeriodDuration>P1Y</FinancialPeriodDuration> </StatementHeaderDetails> <BalanceSheet> <TotalAssetsAmount DNBCodeValue="3046">43261041</TotalAssetsAmount> </BalanceSheet> </FinancialStatement> <FinancialStatement> <StatementHeaderDetails> <FinancialStatementToDate>1998-12-26</FinancialStatementToDate> <CurrencyISOAlpha3Code>USD</CurrencyISOAlpha3Code> <UnitOfSizeText DNBCodeValue="7964">SingleUnits</UnitOfSizeText> <FinancialPeriodDuration>P1Y</FinancialPeriodDuration> </StatementHeaderDetails> <BalanceSheet> <TotalAssetsAmount DNBCodeValue="3046">27690512</TotalAssetsAmount> </BalanceSheet> </FinancialStatement> </Financial> <OrganizationName> <OrganizationPrimaryName> <OrganizationName>Atlantic Pipe Corporation</OrganizationName> </OrganizationPrimaryName> </OrganizationName> <OrganizationDetail> <FamilyTreeMemberRole> <FamilyTreeMemberRoleText DNBCodeValue="12775">Global Ultimate</FamilyTreeMemberRoleText> </FamilyTreeMemberRole> <FamilyTreeMemberRole> <FamilyTreeMemberRoleText DNBCodeValue="12774">Domestic Ultimate</FamilyTreeMemberRoleText> </FamilyTreeMemberRole> <FamilyTreeMemberRole> <FamilyTreeMemberRoleText DNBCodeValue="12773">Parent</FamilyTreeMemberRoleText> </FamilyTreeMemberRole> <FamilyTreeMemberRole> <FamilyTreeMemberRoleText DNBCodeValue="12771">Headquarters</FamilyTreeMemberRoleText> </FamilyTreeMemberRole> <StandaloneOrganizationIndicator>false</StandaloneOrganizationIndicator> <ControlOwnershipDate>1988</ControlOwnershipDate> <ControlOwnershipTypeText DNBCodeValue="9058">Privately owned</ControlOwnershipTypeText> <OperatingStatusText DNBCodeValue="9074">Active</OperatingStatusText> <OrganizationStartYear>1954</OrganizationStartYear> </OrganizationDetail> <RegisteredDetail> <LegalFormDetails> <LegalFormText DNBCodeValue="7101">Corporation (US)</LegalFormText> </LegalFormDetails> <OrganizationIdentificationNumberDetail DNBCodeValue="6863" TypeText="Federal Taxpayer Identification Number (US)"> <OrganizationIdentificationNumber>660208098</OrganizationIdentificationNumber> <RegistrationLocation> <PrimaryAddress> <StreetAddressLine> <LineText>P O BOX 6259</LineText> </StreetAddressLine> <PrimaryTownName>SAN JUAN</PrimaryTownName> <PostalCode>00960</PostalCode> </PrimaryAddress> </RegistrationLocation> <RegistrationIssuerName>DEPARTMENT OF TREASURY</RegistrationIssuerName> <StartDate>1997-03-12</StartDate> <RegistrationIssuerDUNSNumber>003254885</RegistrationIssuerDUNSNumber> <AssignmentMethodText>Direct Source</AssignmentMethodText> <DisplaySequence>1</DisplaySequence> <FilingOrganizationName>ATLANTIC PIPE CORP</FilingOrganizationName> </OrganizationIdentificationNumberDetail> <OrganizationIdentificationNumberDetail DNBCodeValue="6863" TypeText="Federal Taxpayer Identification Number (US)"> <OrganizationIdentificationNumber>660208098</OrganizationIdentificationNumber> <RegistrationLocation> <PrimaryAddress> <StreetAddressLine> <LineText>PO BOX 366259</LineText> </StreetAddressLine> <PrimaryTownName>SAN JUAN</PrimaryTownName> <PostalCode>00936</PostalCode> </PrimaryAddress> </RegistrationLocation> <RegistrationIssuerName>DEPARTMENT OF TREASURY</RegistrationIssuerName> <StartDate>2000-12-01</StartDate> <RegistrationIssuerDUNSNumber>003254885</RegistrationIssuerDUNSNumber> <AssignmentMethodText>Direct Source</AssignmentMethodText> <DisplaySequence>1</DisplaySequence> <FilingOrganizationName>ATLANTIC PIPE CORP</FilingOrganizationName> </OrganizationIdentificationNumberDetail> <OrganizationIdentificationNumberDetail DNBCodeValue="6863" TypeText="Federal Taxpayer Identification Number (US)"> <OrganizationIdentificationNumber>660208098</OrganizationIdentificationNumber> <RegistrationLocation> <PrimaryAddress> <StreetAddressLine> <LineText>PO BOX 366259</LineText> </StreetAddressLine> <PrimaryTownName>SAN JUAN</PrimaryTownName> <PostalCode>00936</PostalCode> </PrimaryAddress> </RegistrationLocation> <RegistrationIssuerName>DEPARTMENT OF LABOR</RegistrationIssuerName> <StartDate>2009-01-01</StartDate> <RegistrationIssuerDUNSNumber>003255627</RegistrationIssuerDUNSNumber> <AssignmentMethodText>Direct Source</AssignmentMethodText> <DisplaySequence>1</DisplaySequence> <FilingOrganizationName>ATLANTIC PIPE CORPORATION</FilingOrganizationName> </OrganizationIdentificationNumberDetail> <OrganizationIdentificationNumberDetail DNBCodeValue="6863" TypeText="Federal Taxpayer Identification Number (US)"> <OrganizationIdentificationNumber>660208098</OrganizationIdentificationNumber> <RegistrationLocation> <PrimaryAddress> <StreetAddressLine> <LineText>PO BOX 366259</LineText> </StreetAddressLine> <PrimaryTownName>SAN JUAN</PrimaryTownName> <PostalCode>00936</PostalCode> </PrimaryAddress> </RegistrationLocation> <RegistrationIssuerName>DEPARTMENT OF TREASURY - HEALTH</RegistrationIssuerName> <StartDate>2001-11-01</StartDate> <RegistrationIssuerDUNSNumber>040539587</RegistrationIssuerDUNSNumber> <AssignmentMethodText>Direct Source</AssignmentMethodText> <DisplaySequence>1</DisplaySequence> <FilingOrganizationName>ATLANTIC PIPE CORP</FilingOrganizationName> </OrganizationIdentificationNumberDetail> </RegisteredDetail> <IndustryCode> <IndustryCode DNBCodeValue="3599" TypeText="D&amp;B Standard Industry Code"> <IndustryCode>32720608</IndustryCode> <IndustryCodeDescription LanguageCode="39" IndustryCodeDescriptionLengthCode="2121">PIPE CNCRT,LINED</IndustryCodeDescription> </IndustryCode> <IndustryCode DNBCodeValue="399" TypeText="US SIC (1987)"> <IndustryCode>3272</IndustryCode> <IndustryCodeDescription LanguageCode="39" IndustryCodeDescriptionLengthCode="1441">Mfg concrete products</IndustryCodeDescription> </IndustryCode> <IndustryCode DNBCodeValue="25838" TypeText="D&amp;B Hoovers Industry Code"> <IndustryCode>2036</IndustryCode> <IndustryCodeDescription LanguageCode="39" IndustryCodeDescriptionLengthCode="9120">Cement &amp; Concrete Product Manufacturing</IndustryCodeDescription> </IndustryCode> <IndustryCode DNBCodeValue="24664" TypeText="North American Industry Classification System 2012"> <IndustryCode>327332</IndustryCode> <IndustryCodeDescription LanguageCode="39" IndustryCodeDescriptionLengthCode="9120">Concrete Pipe Manufacturing</IndustryCodeDescription> </IndustryCode> <IndustryCode DNBCodeValue="700" TypeText="NAICS"> <IndustryCode>327332</IndustryCode> <IndustryCodeDescription LanguageCode="39" IndustryCodeDescriptionLengthCode="9120">Concrete Pipe Manufacturing</IndustryCodeDescription> </IndustryCode> <IndustryCode DNBCodeValue="21182" TypeText="UK SIC 2003"> <IndustryCode>26.66</IndustryCode> <IndustryCodeDescription LanguageCode="39" IndustryCodeDescriptionLengthCode="9120">Manufacture of other articles of concrete, plaster and cement</IndustryCodeDescription> </IndustryCode> <IndustryCode DNBCodeValue="24658" TypeText="UN Standards Products &amp; Services Code"> <IndustryCode>40142100</IndustryCode> <IndustryCodeDescription LanguageCode="39" IndustryCodeDescriptionLengthCode="9120">Pipe</IndustryCodeDescription> </IndustryCode> </IndustryCode> <ActivitiesAndOperations> <LineOfBusinessDetails> <LineOfBusinessDescription>Mfg concrete products</LineOfBusinessDescription> </LineOfBusinessDetails> <ImportDetails> <ImportIndicator>true</ImportIndicator> </ImportDetails> <ExportDetails> <ExportIndicator>true</ExportIndicator> </ExportDetails> <SubjectIsAgentDetails> <AgentIndicator>false</AgentIndicator> </SubjectIsAgentDetails> <PrimarySICCategoryValue>D</PrimarySICCategoryValue> </ActivitiesAndOperations> <EmployeeFigures> <ConsolidatedEmployeeDetails> <TotalEmployeeQuantity>350</TotalEmployeeQuantity> </ConsolidatedEmployeeDetails> </EmployeeFigures> <Linkage> <LinkageSummary> <GlobalUltimateFamilyTreeLinkageCount>4</GlobalUltimateFamilyTreeLinkageCount> </LinkageSummary> <GlobalUltimateOrganization> <CountryISOAlpha2Code>US</CountryISOAlpha2Code> <DUNSNumber>090084922</DUNSNumber> <OrganizationPrimaryName> <OrganizationName>ATLANTIC PIPE CORPORATION</OrganizationName> </OrganizationPrimaryName> <PrimaryAddress> <StreetAddressLine> <LineText>RD 5 KM 0 H BARRIO PALMAS</LineText> </StreetAddressLine> <PrimaryTownName>CATANO</PrimaryTownName> <TerritoryName>Puerto Rico</TerritoryName> <TerritoryAbbreviatedName>PR</TerritoryAbbreviatedName> <PostalCode>00962</PostalCode> </PrimaryAddress> </GlobalUltimateOrganization> <DomesticUltimateOrganization> <CountryISOAlpha2Code>US</CountryISOAlpha2Code> <DUNSNumber>090084922</DUNSNumber> <OrganizationPrimaryName> <OrganizationName>ATLANTIC PIPE CORPORATION</OrganizationName> </OrganizationPrimaryName> <PrimaryAddress> <StreetAddressLine> <LineText>RD 5 KM 0 H BARRIO PALMAS</LineText> </StreetAddressLine> <PrimaryTownName>CATANO</PrimaryTownName> <TerritoryAbbreviatedName>PR</TerritoryAbbreviatedName> <PostalCode>00962</PostalCode> </PrimaryAddress> </DomesticUltimateOrganization> </Linkage> <Assessment> <HistoryRatingText DNBCodeValue="9078">Clear</HistoryRatingText> <CommercialCreditScore> <MarketingRiskClassText DNBCodeValue="10925">Low</MarketingRiskClassText> </CommercialCreditScore> <MarketingSegmentationClusterValue>20</MarketingSegmentationClusterValue> </Assessment> <PrincipalsAndManagement> <CurrentPrincipal> <PrincipalName xsi:type="cus:IndividualNameType"> <FirstName>ANTONIO</FirstName> <LastName>MENDEZ</LastName> <FullName>ANTONIO MENDEZ</FullName> </PrincipalName> <Position> <PositionText>Comptroller</PositionText> </Position> <JobTitle> <JobTitleText>Comptroller</JobTitleText> </JobTitle> <CurrentManagementResponsibility> <ManagementResponsibilityText ManagementResponsibilityCode="E908">Comptroller</ManagementResponsibilityText> </CurrentManagementResponsibility> </CurrentPrincipal> <CurrentPrincipal> <PrincipalName xsi:type="cus:IndividualNameType"> <FirstName>JOSE</FirstName> <MiddleName>L</MiddleName> <LastName>ARAIS</LastName> <FullName>JOSE L ARAIS</FullName> </PrincipalName> <Position> <PositionText>Secretary</PositionText> </Position> <JobTitle> <JobTitleText>Secretary</JobTitleText> </JobTitle> <CurrentManagementResponsibility> <ManagementResponsibilityText ManagementResponsibilityCode="A1B2">Secretary</ManagementResponsibilityText> </CurrentManagementResponsibility> </CurrentPrincipal> <CurrentPrincipal> <PrincipalName xsi:type="cus:IndividualNameType"> <FirstName>Ignacio</FirstName> <LastName>Garcia</LastName> <FullName>Ignacio Garcia</FullName> </PrincipalName> <Position> <PositionText>President</PositionText> </Position> <JobTitle> <JobTitleText>President</JobTitleText> </JobTitle> <CurrentManagementResponsibility> <ManagementResponsibilityText ManagementResponsibilityCode="A1A6">President</ManagementResponsibilityText> </CurrentManagementResponsibility> </CurrentPrincipal> </PrincipalsAndManagement> <SocioEconomicIdentification> <MinorityOwnedIndicator>false</MinorityOwnedIndicator> <SmallBusinessIndicator>true</SmallBusinessIndicator> </SocioEconomicIdentification> </Organization> </Product> </OrderProductResponseDetail> </cus:OrderProductResponse> </soap-env:Body> </soapenv:Envelope>

Appendix B – Screen Shots for Data Access image1.png image2.png image3.png