FPDS Agency Information Day Monday July 21 2003

FPDS Agency Information Day Monday July 21, 2003 OPM Auditorium 1

Morning Agenda • • Welcome (Pat Brooks/Teresa Sorrenti) FY 03 Completion (Jerry Olson) FPDS-NG Overview/Status (Pat Brooks) New Information (John Cochran) – – – Reports Available in October Agency Admin Responsibilities FAR PIID Coverage Data Dictionary Alterations/Corrections Change Control Board Procedures CCR Data Integration (Frequency and Schedule) • Demo Direct Key Entry System (GCE) – Status of Development – Demonstration • Q&A 2

Afternoon Agenda • Welcome Back (Pat Brooks) • Change Management (GCE) – Early Adopters – up to Sept. 15 – Integration Testing for Agency Systems • Technical Exchange on Actual System Integrations (GCE) – – – Before and After Look Technology Characteristics Integration Method Duration of Integration Demonstration • Q&A • Wrap-up and Thanks (Pat Brooks) 3

Agency Admin Responsibilities • Agencies Expected To Have Core Administration Role In FPDS • No Longer An Error Correction Clerk • Can Authorize A Hierarchy of “Sub” Administrators 4

Agency Admin Responsibilities (cont) • Authorize Government Users/Systems – Systems That Submit Procurement Data – People With FPDS Login Rights – People Who Request Free Public-Cost Reports • Disable Users/Systems No Longer Authorized • Ensure Users Receive Instruction • Maintain Agency Tables – – Contracting Offices Funding Offices Agency Major Programs Offset Officer 5

Agency Admin Responsibilities (cont) • Quality Assurance – Monitor Reporting (Assure Reporting) – Resolve Anomalies – Request Exceptions To Validation Rules • Use Monitoring Tools – – – Weekly Error Status E-Mail Reporting Status Report High Dollars Report Number Sequence Report Socio-Economics Reports 6

Procurement Instrument ID • Anticipated FAR Language Will Require: • • • Alpha characters in the first positions to indicate the agency, followed by alphanumeric characters identifying bureau, offices, or other administrative subdivisions. Last portion of the PIID to be numbered sequentially. May include other elements, as appropriate, such as fiscal year. Delivery orders, task orders, and call numbers must be unique in combination with the basic reference contract vehicle identifier. When the basic reference contract is available for multi-agency use (GWAC, Federal Supply Schedule contract, etc. ), an ordering agency shall use the same agency identification prefix for its delivery orders, task orders, and call numbers as it uses for its contractual instruments. OFPP Expected To Issue Instructions Immediately After DAR Council Approves The Change 7

PIID Examples Agency GSA Agency ID Element GS 02 P Optional Sequence Data Number 04 FFL 00001 Homeland HS Security NASA NN CG 0104 C 0004 G 04 AA 01 C Defense Fxxxxx 04 C 0001 (DD) 8

Data Dictionary Alterations/Corrections • Specification Unchanged Except As Noted Below • Two Bundling Elements Combined: – – Bundled Requirement (Y/N) Eliminated New Value Added To Bundled Contract Exception Screen Label is Bundled Requirement The DD to be updated by Aug 1 • Fee For Use Of Service (for Delivery Order) – The requirement to report the fee paid for using an IDV was inappropriately eliminated…it it required. The Use Case Matrix is correct. The DD to be updated by Aug 1 • EPA Clauses for BPA Call – Use Case Matrix contains an error and will be revised by Aug 1 – EPA Designated Products is the required element – Recovered Materials Clause is not required 9

Data Dictionary Updates • Screen Labels Will Be Added To DD • Possible Changes (Identified But Not Changed) – Add “STTR” As Competition Possibility – Move “SDB Participating Program” From Competition To Separate Element – Federal Data Element Naming Conventions will be incorporated 10

Change Control Board Procedures • An Interagency Board of 8 to 10 Contracting Officers and Technical Staff • Conduct Review/Analysis (Technical and Policy) • Elevate Issues To FAC or a FAC Subcommittee, When Appropriate • Will Accommodate Agency Data Needs • Invitation For Member Nominations To Go To FAC August 28 11

CCR Data Integration • CCR Provides A Data Update Every Morning • FPDS Will Process The Update Every Morning • Civilian Use of CCR May Not Be Mandatory By October 1 • CCR Requirement Is Being Extended to Cover Foreign Companies 12