Title: IAE Overview Teresa Sorrenti Integrated Acquisition Environment (IAE) June 30, 2005
1IAE OverviewTeresa SorrentiIntegrated
Acquisition Environment (IAE)June 30, 2005
2Origination 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 Presidents Management Council selected 24
E-Government projects in four portfolios - www.egov.gov
- Managed by GSA in OCAO
- Under auspices of OMBs OFPP and the CAOC
- Funded by all agencies
3IAE Partner/OMB agreement Feb 2002
1. Deploy a single point of registration and
validation of supplier data accessed by all
agencies. 2. Implement a central point for
consolidated collection and access of statistical
and management information related to government
acquisitions. 3. Implement a directory of
Interagency contracts to simplify selection and
facilitate leverage of Government buying. 4.
Develop a standard glossary and vocabulary to
facilitate exchange of data between and within
agencies. 5. Transform intra-governmental
ordering and billing to enable universal
electronic processes, reduce payment and
collection problems, and enable swift and
accurate revenue and expense elimination
processes for preparing consolidated financial
statements.
A secure business environment that facilitates
and supports cost-effective acquisition of goods
and services in support of agency mission
performance
- 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.
A shared services environment
4Previous State of Acquisition Automation
- Individual agencies are fairly autonomous
- Most government agencies use commercial software
packages for contract writing systems - Several agencies developed specialized systems to
handle specific functions such as vendor data,
past performance monitoring - Few centralized shared systems although
regulations are standard and shared - No collaboration incentives in the budget, IT or
management process - Strategy Adopt if possible,
- Otherwise Adapt
- Acquire if necessary
- Involve as many users as possible
- Over 300 team members from 65 federal agencies
since 2002
5IAE Shared Services Help Buyers
- Buyers can
- Search for commercial and government sources
- Post synopses and solicitations
- Post sensitive solicitation documents in a secure
environment - Retrieve validated vendor data including
representations and certifications - Obtain Service Contract Act and Davis Bacon Act
Wage Determinations - Check for excluded parties
- Report contract awards
- Review subcontracting accomplishments
- Report vendors performance
6IAE Shared Services Help Sellers
- Sellers can
- Register to do business
- Enter representations and certifications one time
- Revalidate registration data annually in a single
system - Search business opportunities by product,
service, agency, or location - Sign up on Interested Vendors lists
- Request email notification of solicitations based
on specific criteria - Submit subcontracting accomplishments
7Whats Happening next in IAE?
- Recompete for system revisions
- FedBizOpps
- EPLS
- IRS Taxpayer Identification Number validation in
CCR (Central Contractor Registration) - Registrant consent agreement under development
- Summary socio-economic purchase card data in
FPDS-NG from banks - Improved performance data system with updated
regulations and guidelines - Testing requirements for Acquisition software for
future Contract Writing System purchases - Processes as well as data
- Finance system interfaces
8IAE Architecture
9Contact IAE www.acquisition.gov
Contact Information
IAE Program Management Office Teresa
Sorrenti 703-872-8610 Earl Warrington 703-872-8609
email integrated.acquisition_at_gsa.gov
10Electronic Subcontract Reporting System (eSRS)
- Robert C. Taylor, SBA
- Industry Day
- June 30, 2005
11Organizational 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.
12System 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 subsector). - Links subcontract reporting on individual
contracts to prime contract number to facilitate
lower-tier reporting.
13System Features (cont.)
- 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
- of subcontracting
- Generates automatic reminder notices and
delinquent notices.
14System Features (cont.)
- 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
15Training
- On-line computer-based training
- Training tailored to type of user
- Train-the-Trainer Concept
- On-site training at contractors facilities via
SBAs Commercial Market Representatives (CMRs) as
part of Subcontracting Orientation and Assistance
Reviews (SOARs) and compliance reviews
16Critical Actions Ahead
- Orientation and Training
- Participants at todays Industry Day event will
disseminate information to other users in their
respective organizations - Use of System
- Beta testing by selected prime contractors in
July 2005 - All other civilian agency contractors beginning
in August 2005
17Critical Milestones
- Beta Testing and Acceptance
- Target July 2005
- Initial Operating Capability Deployed
- Target August 1-15, 2005
- Full Operating Capability Deployed
- Target October 1-15, 2005
18Critical Milestones
- Immediate Challenges Ahead
- FAR case (necessary revisions to the Federal
Acquisition Regulation) - Training for SBAs Commercial Market
Representatives (CMRs) and other staff - Training for other Government users
- Training for Industry
19In Conclusion
- I personally want to thank all of you for taking
time from your busy schedules to come here today. - SBA looks forward to working with you during the
next several months on this very exciting
transition.
20eSRS Industry Day
- Paulette Widmann
- Subcontract Reporting Committee Chair
- June 30, 2005
21Background
- 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
22Desired Enhancements
- Subcontract Report for Individual Contract
- Mandatory prime contract number
- Total dollar amount of contract
- System calculates percentage achievements
23Desired 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
24Approach
- Government-wide Team
- SADBU, contract policy and IT members
- Requirements definition
- Conduct competitive acquisition
25Additional Enhancements
- Audit Trail - acceptance, 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
26Additional 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
27Additional Enhancements
- Import historical summary data
- Application interface for contractors
- Includes contractor manual data entry
- Provides reminder notices to contractors
- Creates simple directory of contractors
28Full 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
29eSRS 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
30Communication 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
31Communication Plan
- FAR Case
- Eliminate forms (SF 294 and 295)
- New Language
- Subcontract Report for Individual Contract
- Summary Subcontract Report
32Contractor Benefits
- Electronic input and extraction
- Electronic interface with current systems
- Automatic e-mail report reminders
- Calculates percentages
- Shows goal percentages for both of
subcontracting and of contract value - Prime contractors can view their LB
subcontractors achievements
33ESRS What Industry Needs to Know
Mara Grissom, DOT
June 30, 2005
34What Do You Need To Know?
- Information for
- Registration
- Submitting Subcontracting Reports
- Lower Tier Reporting
- Review of Subcontracting Reports
- Troubleshooting
35REGISTRATION
- BEFORE REGISTERING,
- PLEASE
- Make sure your company information is correct in
the Central Contractor Registration (CCR) - www.ccr.gov
36REGISTRATION
- To Develop a User Account you need
- DUNS Number
- Group Name (Optional)
- Supervisors Name and Email Address
- ID Your email address
- PW-will be created by the user within the
security requirements
37PRIME SUBMITTING REPORTS
- Individual Subcontracting Reports (ISR) Former SF
294 - Your DUNS number as it appears on the contract
- Administering Agency (DCMA, ONR)
- Product/Service Lines
- NAICS
- No inclusion of lower tier subcontracts
- Email Address of Government reviewing officials
(can enter two names and email addresses)
38PRIME SUBMITTING REPORTS
- Summary Subcontracting Reports (SSR)
- Former SF 295
- Administering Agency (DCMA, ONR)
- Product/Service Lines
- NAICS
- Email Address of Government reviewing officials
(can enter two names and email addresses) - No inclusion of lower tier subcontracts
- Certify CEO has signed hardcopy on file.
39LOWER TIER REPORTING
- Individual Subcontracting Reports (ISR)
- Former SF 294
- Prime Contract Number
- Higher Tier DUNS
- Product and Service Lines
- NAICS
40LOWER TIER REPORTING
Government contracts with Company X Contract
Number DE-AC01-05EE12345 Company X will include
on their Individual Subcontracting Report Their
Duns is 001339457 Prime Contract Number-
DE-AC01-05EE12345 Company X subcontracts with
Company Y Contract Number XX-05TP00023 Company Y
will include on their Individual Subcontracting
Report Company Xs DUNS-001339457 Prime Contract
Number- DE-AC01-05EE12345 Their
DUNS-113456896 Contract Number with Company
X-XX-05TP00023
41LOWER TIER REPORTING
(cont.) Company Y subcontracts with Company
Z Contract Number YY-05DD99963 Company Z will
include on their Individual Subcontracting
Report Company Ys DUNS-113456896 Prime Contract
Number- DE-AC01-05EE12345 Their
DUNS-132568700 Contract Number with Company Y-
YY-05DD99963
42REVIEW OF REPORTS
- Government will review
- Prime Individual Subcontracting Report
- All Summary Subcontracting Reports
43REVIEW OF REPORTS
- Higher Tier Subcontractors will review
- -Lower Tier Individual Subcontracting Reports
44TROUBLESHOOTING
- CCR ISSUES-
- CCR Assistance Center 888-227-2423
- FPDS-NG ISSUES
- Call the Contracting Officer
- eSRS ISSUES
- Contact the eSRS Helpdesk
45Thank You
46eSRS Industry Day June 30, 2005
- BREAK TIME
- 15 MINUTE BREAK
47eSRS Industry Day June 30, 2005
48eSRS FAR Case
- Robert Taylor, SBA
- Industry Day
- June 30, 2005
49FAR 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.
50FAR Case (cont.)
- 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 CEOs signature on file for 4 years. - SF-294, SF-295, Optional Form 312 will all be
deleted from Part 53 i.e., abolished!
51FAR Case
- The Small Business Committee of the FAR Council
will review and discuss the specific provisions
in the proposal - The regulation will be issued as a Proposed Rule
or Interim Final Rule - 60-day public comment period
- Final Rule will reflect changes resulting from
public comments, as appropriate
52eSRS Industry Day
- Lower Tier Reporting
- Full operating capability will include a report
showing subcontracting activity at lower tiers
(fictitious example on next slide) - This feature will be available only for
contractors that submit the Individual Contract
Report - The eSRS FAR case does not propose to change the
current rule that prime contractors may not take
credit for subcontracts at lower tiers
53Sample Lower Tier Report
54QUESTIONS/EXCITEMENT