Transcript WELCOME to Electronic Subcontract Reporting System (eSRS) Agency Day

WELCOME to
Electronic Subcontract
Reporting System (eSRS)
Agency Day
Electronic Subcontract
Reporting System (eSRS)
Integrated Program Review
Agency Day
June 9, 2005
eSRS
eSRS 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 eSRS – Paulette Widmann, Chair,
Subcommittee on Subcontract Reporting and Acting Director,
Dept. of the Navy OSADBU
• eSRS Agency - What You Need to Know – Mara Grissom,
Procurement Analyst, Procurement Information Management
Systems, Dept. of Energy
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eSRS Agency Day Agenda cont’d
eSRS
• 15 Minute Break - Everyone
• eSRS 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 - eSRS and IAE Teams
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eSRS
eSRS Agency Day - Links
Useful Links
• www.esrs.gov
• www.acquisition.gov
E-mail
• [email protected]
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Overview of Integrated Acquisition
Environment (IAE)
eSRS
Agency Day
COCO
Teresa Sorrenti
Earl Warrington
Integrated Acquisition Environment
June 9, 2005
eSRS
Origination of eGov Projects
•Summer 01-Cross-agency study of
possible eGov 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
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www.egov.gov
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eSRS
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
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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.
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eSRS
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,
eSRS (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. eMarketplace - Create online directory of interagency contracts to simplify
and facilitate leverage of Government buying. Includes: FedBizOpps,
FedTeDS, 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.
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eSRS
IAE Architecture
User
Agency
AgencyBack
BackOffice
Office
Austin
Tetra
Acquisition Central
Intra-Governmental
Transactions (IGT)
Business Partner
Network
Industry Back Office
Acquisition Information
Reporting (AIR)
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eMarketplace
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Contact Us –
www.acquisition.gov
eSRS
Contact Information
IAE Program Management Office
Teresa Sorrenti
703-872-8610
Earl Warrington
703-872-8609
email: [email protected]
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Electronic Subcontract
Reporting System (eSRS)
SBA’s Role
In
Agency Day
June 9, 2005
Arthur Collins – Deputy Associate Administrator,
HUBZone Program, SBA
eSRS
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.
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eSRS
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.
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eSRS
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.
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eSRS
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
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eSRS
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)
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eSRS
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
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eSRS
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
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eSRS
In Conclusion…
• Rapid Progress continuing on:
– System Design and Development
– Industry Day on June 30, 2005
– FAR case
• Success of eSRS hinges on effective, timely
implementation by Agencies
– Review of FPDS/NG hierarchies
– Communication/training for contracting officers
– Communication/training for prime contractors
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eSRS
QUESTIONS/EXCITEMENT
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Electronic Subcontract
Reporting System (eSRS)
Introduction to eSRS
In
Agency Day
June 9, 2005
Paulette Widmann – Chair, Subcommittee on
Subcontract Reporting and Acting Director,
Dept. of the Navy OSADBU
eSRS
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
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eSRS
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
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eSRS
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
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eSRS
Approach
• Government-wide Team
– SADBU, contract policy and IT members
• Requirements definition
• Conduct competitive acquisition
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eSRS
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
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eSRS
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
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eSRS
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
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eSRS
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
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eSRS
eSRS 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
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eSRS
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
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eSRS
Communication Plan
• FAR Case
• Eliminate forms (SF 294 and 295)
• New Language
– Subcontract Report for Individual Contract
– Summary Subcontract Report
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eSRS
QUESTIONS/EXCITEMENT
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Electronic Subcontract
Reporting System (eSRS)
eSRS: What you Need
to Know
In
Agency Day
June 9, 2005
Mara Grissom – Department of Energy
eSRS
What Do You Need To Know?
Information for:
•Registration
•Reviewing Subcontracting Reports
and Running Statistical Reports
•Contractors
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eSRS
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
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eSRS
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.
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eSRS
HIERARCHIAL LEVEL OF YOUR
OFFICE
• 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)
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eSRS
USER’S PRIVILEGES
• Super User- full access to eSRS 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.
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eSRS
ESRS POINT OF CONTACT
• Agency Coordinator
• POC for your office or hierarchy level.
• Highly recommend knowing your FPDSNG agency contact.
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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.
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eSRS
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
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eSRS
eSRS
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.
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eSRS
QUESTIONS/EXCITEMENT
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eSRS
BREAK
15 MINUTE BREAK
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eSRS
eSRS Agency Day
Electronic Subcontract Reporting
System (eSRS)
eSRS Design Overview -Demo
Agency Day
June 9, 2005
Ariel Friedler Project Mgr. Symplicity Corp.
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eSRS
eSRS Agency Day - Demo
To assure complete execution of the
system demo…
Please Hold your questions regarding the
demonstration until the Q&A period.
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Electronic Subcontract
Reporting System (eSRS)
eSRS FAR Changes
In
Agency Day
June 9, 2005
Robert Taylor – Program Mgr. - SBA
eSRS
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 eSRS.
• 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 eSRS, even for subcontractors, in order to
facilitate lower-tier reporting.
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eSRS
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!
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eSRS
eSRS Agency Day
Lower Tier Reporting
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eSRS
Sample Lower Tier Report
FOR ILLUSTRATIVE PURPOSES ONLY
Contractors
Cross-reference to Previous
Form (SF-294)
Higher Tier **
Line 8a
Award Amount
no corresponding
field on SF-294
Total
Subcontracts to Subcontracts to
Subcontracts Other-Than-SB
SB
Line 10c
Line 10b, Column
Line 10a,
Column 3
3
Column 3
SB %
Line 10a,
Column 4
SDB
Line 11,
Column 3
SDB %
Line 11,
Column 4
WOSB
Line 12,
Column 3
WOSB %
Line 12,
Column 4
HUBZone
Line 14,
Column 3
Prime Contractor
Lockheed Martin - Ft. Worth, TX
Total Subcontracts - Tier 1
Dept.of Energy
$25,000,000
$9,588,334
$9,588,334
$848,095
$848,095
$8,740,239
$8,740,239
91.2%
91.2%
$72,493
$72,493
0.8%
0.8%
$261,725
$261,725
2.7%
2.7%
$7,665
$7,665
Lockheed Martin
$7,500,000
$2,000,000
$1,005,300
$994,700
49.7%
$500,000
25.0%
$300,000
15.0%
$175,000
TRW, Inc. - Redondo Beach, CA Lockheed Martin
Total Subcontracts - Tier 2
$4,500,000
$1,300,000
$3,300,000
$575,000
$1,580,300
$725,000
$1,719,700
55.8%
52.1%
$0
$500,000
0.0%
15.2%
$125,000
$425,000
9.6%
12.9%
$0
$175,000
Northrop
Grumman
$3,750,000
$450,000
$75,000
$375,000
83.3%
$0
0.0%
$0
0.0%
$0
TRW
$1,500,000
$0
$450,000
$0
$75,000
$0
$375,000
0.0%
83.3%
$0
$0
0.0%
0.0%
$0
$0
0.0%
0.0%
$0
$0
$2,000,000
$500,000
$500,000
$0
0.0%
$0
0.0%
$0
0.0%
$0
$575,000
$0
$0
$0
0.0%
$0
0.0%
$0
0.0%
$0
$500,000
$500,000
$0
0.0%
$0
0.0%
$0
0.0%
$0
$685,000
$175,000
$25,000
$150,000
0.0%
$0
0.0%
$0
0.0%
$0
$500,000
$0
$0
$0
0.0%
$0
0.0%
$0
0.0%
$0
$150,000
0
0
0
0
0
0
$10,984,939
78.4%
$572,493
4.1%
$686,725
4.9%
$182,665
$10,984,939
43.9%
$572,493
2.3%
$686,725
2.7%
$182,665
First-Tier Subcontractor(s)
Northrop Grumman - Baltimore,
MD
Second-Tier Subcontractor(s)
Shaw Enviromental - Baton
Rouge, LA
Eastman Kodak - Rochester, NY
Total Subcontracts - Tier 3
Third-Tier Subcontractor(s)
Computer Sciences Corporation Shaw
Falls Church VA
Environmental
General Electric Company Eastman Kodak
Schenectady, New York
Total Subcontracts - Tier 4
Fourth-Tier Subcontractor(s)
Unisys Corporation - McLean,
VA
IBM Corporation - Somers, New
York
Total Subcontracts - Tier 5
Computer
Sciences Corp.
Computer
Sciences Corp.
TOTAL (% of Subcontracting)
TOTAL (% of Contract Value)
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$25,000,000
$175,000
$25,000
$14,013,334
$3,028,395
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eSRS
QUESTIONS/EXCITEMENT
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eSRS
eSRS Agency Day - Q & A
• We are prepared to answer you
questions regarding:
• eSRS
• IAE Systems
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eSRS
eSRS Agency Day –Contact Information
• IAE –
•
[email protected]
• www.acquisition.gov
• eSRS –
•
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www.esrs.gov
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eSRS
THANK YOU
THANK YOU FOR YOUR TIME AND
ATTENTION.
We look forward to serving you.
The eSRS team
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