Welcome to Neoserra Bid Matching Services

1. Welcome to Neoserra Bid Matching Services

2. The OutreachSystems Bid Match Process • You consult with your client and decide on the best keywords/key-phrases to use in the client’s search profile. • You submit the keywords/key-phrases using the Neoserra profile setup interface. • Within 24 hours of receiving your profile setup request an OutreachSystems profile specialist will add the appropriate search logic and alternate spellings to the profile; test the profile; and provide you with valuable feedback including average matches per day. • Search profiles can be changed as often as you want or need.

3. Six Steps to Setup New Profile • Enter email address of recipient • Choose databases to be included • Choose FSG categories to be included • Choose geographic region to be included • Enter keywords • Enter comments

4. Databases to Search • OutreachSystems gathers three types of data sources: • Federal bid opportunities from: • FedBizOpps (> $25,000 bids) • DLA (< $25,000 bids) • Various federal agencies that don’t publish in FedBizOpps • Blue Tops for sub-contracting opportunities • State and Local bid opportunities from thousands of sites: • www.outreachsystems.com/usabid • Foreign Trade Opportunities from: • Canada (Merx) • Official Journal of European Union (OJ) • Various other foreign offices

5. Databases to Search • On average, OutreachSystems gathers 2800 bid abstracts daily from all the data sources combined, every day of the week. • The approximate daily breakdown is as follows: • Federal Opportunities: 50% of all bid leads offered • State and Local: 25% of all bid leads offered • International opportunities: 25% of all bid leads offered

6. Searching using Keywords • The best search terms are phrases that describe the client’s product or service • Imagine being a buyer who wants to buy your client’s product or service, how may they write the bid? • But how do you come up with keywords for a client when the client cannot really tell you what they do? • Sample Search Profiles at the OutreachSystems’ Web site • The client’s own Web site

7. Searching using Keywords • Examples of good key phrases: • Small arms maintenance • Vehicle maintenance • Fire extinguisher maintenance • Tree maintenance • Example of poor keyword: • Maintenance

8. Searching using Keywords • Examples of good key phrases: • Construction project management • Systems analysis project management • Transportation project management • Example of poor key phrase: • Project management

9. Searching using Keywords • Enter the keywords without any logic. We will add the wildcards and logic as appropriate. • Do notenter partial keywords. • Do not put all keywords on the same line.

10. Searching using Keywords • Do not enter singular AND plural forms of the same keyword. • Furthermore, if you have the “root” of a phrase in the profile then further iterations of that root are redundant and not necessary: • Construction management • School construction management • Church construction management • Bridge construction management

11. Keywords and/or Key-phrases • Do notadd set-aside search-terms, such as: • SDVOB • Veteran owned • 8(A) • HUBZone • If a client only wants to receive bid opportunities that are set-asides, we can add a restrict statement but adding the set-aside terminology as a keyword means the client will get everyset-aside bid

12. Searching using Keywords • Less is more! • Giving your clients a few good opportunities that they can succeed with is more important that giving them all opportunities in their industry. • Tell your client that the search profile can grow with their business. • Outreach is here to help tweak your clients’ search profiles as needed.

13. Searching using Codes • Of 252,276bid abstracts provided as part of the OutreachSystems bid match system in the 90 day period between January 1st and March 31st, 2014 the code distribution was as follows: • 44,515 bid opportunities contained a NAICS code (17%) • 79,924 opportunities contained a FSC code (30%) • 129 bid opportunities contained a SIC code (<.0005%) • 3 bid opportunities contained a NIGP code (~.00001%)

14. Searching using Codes • Based upon the previously stated statistics, keywords are always recommended over codes since NAICS codes, NIGP codes, FSC codes are not universal • NAICS, FSC and SIC codes are only used by some U.S. federal agencies • NIGP codes are only used by an extremely small fraction of state and local organizations and seldom are these codes included in the abstract which OutreachSystems uses for the search process

15. What resources are available? • Sample Search Profiles: • http://www.outreachsystems.com/cats/bidmatch/profiles/ • USABID State and Local Agencies: • http://www.outreachsystems.com/usabid/ • iSearch interactive ad-hoc searching: • http://www.outreachsystems.com/isearch/

16. Editing Search Profiles • Add/Delete keywords and/or codes • Update state restrictions • Add comments

17. Reading Search Profiles • The database sections that the search profile is limited to are listed in the line that includes the “restrict sec” line: • restrict sec:fedbiz,small,bid • The FSG categories that the search profile is limited to are listed in the line that includes the “restrict cat:” line: • restrict cat:c,y,z,56,99 • The states that the search profile is limited to are listed in the line that includes the “restrict state!” line: • restrict state!ca or state!or or state!wa

18. Reading Search Profiles * Asterisk is a wildcard used to substitute for zero, one, or multiple characters at the end of a keyword. ? Question mark is a wildcard used to substitute for one or zero characters at the end of a keyword. <> Angle brackets are used to create proximity statements. <2u> A number between the brackets indicates the size of the proximity, and “u” means the words may be unordered.

19. Thank you!