WELCOME to Electronic Subcontract Reporting System e SRS

WELCOME to Electronic Subcontract Reporting System (e. SRS) Agency Day

Electronic Subcontract Reporting System (e. SRS) Integrated Program Review Agency Day June 9, 2005

e. SRS Agency Day Agenda • Welcome – George Ralis, Department of Commerce, OSDBU • Overview of IAE – Teresa Sorrenti, Director, Integrated Acquisition Environment (IAE) • SBA’s Role – Arthur Collins, Deputy Associate Administrator for HUBZone Program Small Business Administration • Introduction to e. SRS – Paulette Widmann, Chair, Subcommittee on Subcontract Reporting and Acting Director, Dept. of the Navy OSADBU • e. SRS Agency - What You Need to Know – Mara Grissom, Procurement Analyst, Procurement Information Management Systems, Dept. of Energy 2/18/2021 3

e. SRS Agency Day Agenda cont’d e. SRS • 15 Minute Break - Everyone • e. SRS Design Overview (Demo) – Ariel Friedler, Project Manager, Symplicity Corp. • FAR Changes and Lower-Tier Reporting – Robert Taylor, Subcontracting Program Manager, Small Business Administration • Q&A - e. SRS and IAE Teams 2/18/2021 4

e. SRS Agency Day - Links Useful Links • www. esrs. gov • www. acquisition. gov E-mail • integrated. acquisition@gsa. gov 2/18/2021 5

Overview of Integrated Acquisition Environment (IAE) e. SRS Agency Day COCO Teresa Sorrenti Earl Warrington Integrated Acquisition Environment June 9, 2005 2/18/2021 6

e. SRS Origination of e. Gov Projects • Summer 01 -Cross-agency study of possible e. Gov projects to make better use of IT investments in the federal government • 10/01 President’s Management Council selected 24 E-Government projects • IAE comes under the GSA CAO – Reports to Acquisition Council for EGovernment (ACE) for CAOC – Funded by all agencies 2/18/2021 www. egov. gov 7

e. SRS Vision Goals IAE Partner/OMB agreement Feb 2002 §A secure business environment that facilitates and supports cost-effective acquisition of goods and services in support of agency mission performance A shared services environment 2/18/2021 §Create a simpler, common, integrated business process for buyers and sellers that promotes competition, transparency and integrity. §Increase data sharing to enable better business decisions in procurement, logistic, payment and performance assessment. §Take a unified approach to obtaining modern tools to leverage investment costs for business related processes. 8

e. SRS Objectives = Business Areas 1. BPN (Business Partner Network) - Deploy a single point of registration and validation of supplier data accessed by all agencies. Includes CCR, ORCA, e. SRS (Electronic Subcontracting System). 2. Acquisition Information Reporting (AIR) - Implement a central point for consolidated collection and access of statistical and management information related to Government acquisitions. Includes FPDS-NG 3. e. Marketplace - Create online directory of interagency contracts to simplify and facilitate leverage of Government buying. Includes: Fed. Biz. Opps, Fed. Te. DS, WDOL. gov (Wage Determination Online). 4. IGT (Intra-governmental Transactions) -Transform intra-governmental ordering and billing, reduce payment and collection problems, and enable swift and accurate revenue and expense elimination processes for preparing consolidated financial statements. 5. Standard Transactions - Develop a standard glossary and vocabulary to facilitate exchange of data between and within agencies. 2/18/2021 9

e. SRS IAE Architecture User Agency. Back. Office Austin Tetra Acquisition Central Intra-Governmental Transactions (IGT) Business Partner Network Industry Back Office Acquisition Information Reporting (AIR) 2/18/2021 e. Marketplace 10

Contact Us – www. acquisition. gov e. SRS Contact Information IAE Program Management Office Teresa Sorrenti 703 -872 -8610 Earl Warrington 703 -872 -8609 email: integrated. acquisition@gsa. gov 2/18/2021 11

Electronic Subcontract Reporting System (e. SRS) SBA’s Role In Agency Day June 9, 2005 Arthur Collins – Deputy Associate Administrator, HUBZone Program, SBA

e. SRS Organizational Structure • IAE Management Chain: – Business Area – Business Partner Network • Agency Management Chain: – Small Business Administration (SBA) • Sponsoring Executive, Frank J. Lalumiere, Deputy, Government Contracting and Business Development • System Steward, Arthur E. Collins, Jr. , Deputy Associate Administrator for HUBZone Program • Functional Owner, Robert C. Taylor, Subcontracting Program Manager • Contractor: – Symplicity Corporation, Inc. 2/18/2021 13

e. SRS System Features Business Processes: • Identifies contracts in FPDS-NG having subcontracting requirements. • Automates completion and submission of SF 294, SF 295, OF-312, and Annual SDB Breakout Report (NAICS sub sector). • Links subcontract reporting on individual contracts to prime contract number to facilitate lower-tier reporting. 2/18/2021 14

e. SRS System Features, cont’d… • Provides breakout of subcontracting data down to the buying activity level. • Generates standard and ad hoc reports. – Calculates achievements by two methods, % of contract value, and % of subcontracting. • Generates automatic reminder notices and delinquent notices. 2/18/2021 15

e. SRS System Features, cont’d… • Help: – On-line Context-Sensitive Help • apparent on the screen for each data field, as it is entered. • Critical Systemic Linkages: – Central Contractor Registration (CCR) – Federal Procurement Data System (FPDS-NG) • Government-wide agency hierarchy – DUNS numbers for prime contractors and subcontractors 2/18/2021 16

e. SRS Training • On-line computer-based training – Training tailored to type of user • On-line Help Tools and User Manual • Train-the-Trainer Concept – Agency Coordinators to facilitate supplementary training as necessary and appropriate – On-site training at contractors’ facilities via SBA’s Commercial Market Representatives (CMRs) 2/18/2021 17

e. SRS Critical Actions Ahead • Orientation and Training: – Industry Day, 6/30/05 – Participants at Industry Day disseminate guidance to corporate users • Use of System: – Selected large primes, July 2005 and continuing – All others, August 2005 and continuing 2/18/2021 18

e. SRS Critical Milestones • Testing and Acceptance: – Target: July 2005 • Initial Operating Capability Deployed: – Target: August 1 -5, 2005 • Full Operating Capability Deployed: – Target: October 1 -15, 2005 2/18/2021 19

e. SRS In Conclusion… • Rapid Progress continuing on: – System Design and Development – Industry Day on June 30, 2005 – FAR case • Success of e. SRS hinges on effective, timely implementation by Agencies – Review of FPDS/NG hierarchies – Communication/training for contracting officers – Communication/training for prime contractors 2/18/2021 20

e. SRS QUESTIONS/EXCITEMENT 2/18/2021 21

Electronic Subcontract Reporting System (e. SRS) Introduction to e. SRS In Agency Day June 9, 2005 Paulette Widmann – Chair, Subcommittee on Subcontract Reporting and Acting Director, Dept. of the Navy OSADBU

e. SRS Background • Initiative – Improve Small Business Subcontract Reporting – Deploy Government-wide Electronic Solution – Adopt E-Gov Guiding Principles – • Data is entered by the data owner • Data should only be entered once 2/18/2021 23

e. SRS Desired Enhancements • Subcontract Report for Individual Contract – Mandatory prime contract number – Total dollar amount of contract – System calculates percentage achievements – Include NAICS for SDB subcontractors 2/18/2021 24

e. SRS Desired Enhancements • Summary Subcontract Report – Include NAICS codes for SDB achievements – System calculates percentages – System calculates agency allocation for commercial plans – System accommodates MILDEP and ODA allocation for DOD comprehensive plans 2/18/2021 25

e. SRS Approach • Government-wide Team – SADBU, contract policy and IT members • Requirements definition • Conduct competitive acquisition 2/18/2021 26

e. SRS Additional Enhancements • Audit Trail - approval, rejection, modify, view • Percentage calculations by – Percentage of total contract value – Percentage of total subcontracting • Accommodate all Types of Plans – Individual – Commercial – DOD Comprehensive Plans 2/18/2021 27

e. SRS Additional Enhancements • Include basis of reporting – Commitment – Payment • • Six digit NAICS code replaces nomenclature Accommodates reporting for options Expands Remarks block Variety of ad hoc reports 2/18/2021 28

e. SRS Additional Enhancements • • • Import historical summary data Application interface for contractors Includes contractor manual data entry Provides reminder notices to contractors Creates simple directory of contractors 2/18/2021 29

e. SRS Full Operational Capability • Includes real-time Help Desk • Includes on-line Assistance • Provides classroom training – Train the Trainer • Generates delinquent reports • Adds Alaskan Native Corporation field • Interfaces with CCR, FEDBIZOPS, FPDS-NG 2/18/2021 30

e. SRS Implementation • • Contract awarded January 2005 Initial Operation Capability (IOC) – 15 weeks ACA Beta testing by prime contractors Full operational capability (FOC) 8 weeks after governance acceptance of IOC • Expand Government team to include designated agency coordinators for all Agencies • Ensure data security • Maintain Configuration Board for future enhancements 2/18/2021 31

e. SRS Communication Plan • • • Agency Coordinator Day - April 29, 2005 Agency Day – June 9, 2005 Industry Day – June 30, 2005 Enlist Associations and Councils assistance Training – Industry and Government – Train the Trainer concept – Training Announcements on website: • http: //esrs. gov 2/18/2021 32

e. SRS Communication Plan • FAR Case • Eliminate forms (SF 294 and 295) • New Language – Subcontract Report for Individual Contract – Summary Subcontract Report 2/18/2021 33

e. SRS QUESTIONS/EXCITEMENT 2/18/2021 34

Electronic Subcontract Reporting System (e. SRS) e. SRS: What you Need to Know In Agency Day June 9, 2005 Mara Grissom – Department of Energy

e. SRS What Do You Need To Know? Information for: • Registration • Reviewing Subcontracting Reports and Running Statistical Reports • Contractors 2/18/2021 36

e. SRS REGISTRATION To Develop a User Account you need: • Agency Code • Hierarchical Level of your Office • User’s Privileges • ESRS Point of Contact for your Office 2/18/2021 37

e. SRS AGENCY CODE • Agency Code is the code for the agency of the contracting office that executed or is otherwise responsible for the transaction. Same as in FPDS-NG. 2/18/2021 38

HIERARCHIAL LEVEL OF YOUR OFFICE e. SRS • Agency • Region - The agency supplied code of the region where the contracting office resides. • Contracting Office Code -The agency supplied code of the contracting office that executes the transaction. (Subject to Change) 2/18/2021 39

e. SRS USER’S PRIVILEGES • Super User- full access to e. SRS for the agency • Point of Contact (POC)- ability to accept or reject registrations, view reports and run reports on consolidated information at registered level and below. • Designated Govt. User- view reports and run reports on consolidated information at registered level and below. • Contracting Official- reviews and approves data submitted by contractors, view reports and run reports on consolidated information at registered level and below. 2/18/2021 40

e. SRS ESRS POINT OF CONTACT • Agency Coordinator • POC for your office or hierarchy level. • Highly recommend knowing your FPDSNG agency contact. 2/18/2021 41

REVIEWING SUBCONTRACTING REPORTS AND RUNNING STATISTICAL REPORTS Reviewing Reports • Most important: Make sure the contract data in FPDS-NG is correct. • Know the reports for which you are responsible. • Have necessary data to review the reports. • Prime contractors or higher-tier subcontractors are responsible for the review of lower tier Individual reports. 2/18/2021 42 e. SRS

REVIEWING SUBCONTRACTING REPORTS AND RUNNING STATISTICAL REPORTS Reviewing Reports (cont) • Work list • Meaning of Accepting or Rejecting a report. Running Statistical Reports • Standard • Ad Hoc 2/18/2021 43 e. SRS

e. SRS WHAT TO TELL CONTRACTORS • Make sure information in CCR is correct • Know the DUNS number that correlates with the contract number. • Know who reviews the reports. • Make sure to pass to lower tiers the prime contract number • Make sure they know the lower tier reports are required and the Prime contractors and highertier subcontractor will review the lower tier Individual reports. 2/18/2021 44

e. SRS QUESTIONS/EXCITEMENT 2/18/2021 45

e. SRS BREAK 15 MINUTE BREAK 2/18/2021 46

e. SRS Agency Day Electronic Subcontract Reporting System (e. SRS) e. SRS Design Overview -Demo Agency Day June 9, 2005 Ariel Friedler Project Mgr. Symplicity Corp. 2/18/2021 47

e. SRS Agency Day - Demo To assure complete execution of the system demo… Please Hold your questions regarding the demonstration until the Q&A period. 2/18/2021 48

Electronic Subcontract Reporting System (e. SRS) e. SRS FAR Changes In Agency Day June 9, 2005 Robert Taylor – Program Mgr. - SBA

e. SRS FAR Case • Revises subpart 19. 7 and clauses at 52. 219 -9 & 52. 219 -25 to replace all references to SF-294, SF-295, and Optional Form 312 with e. SRS. • Revises the flow-down provision at 19. 704(a)(9) and 52. 219 -9(d)(9) to require the prime contractor to flow the prime contract number down to the subcontractors at lower tiers – prime contract number now becomes a mandatory field in the e. SRS, even for subcontractors, in order to facilitate lower-tier reporting. 2/18/2021 50

e. SRS FAR Case (continued) • Moves “General Instructions” from the paper forms to the clause at 52. 219 -9. • Requires contractors to print a hard copy of the Summary Report(s) and have them signed by the CEO. – Contractor will be required to keep hard copy with CEO’s signature on file for 4 years. • SF-294, SF-295, & Optional Form 312 will all be deleted from Part 53 – i. e. , abolished! 2/18/2021 51