Federal Government Employees Introduction to the Electronic Subcontract Reporting System eSRS

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• Federal Government Employees Introduction to the
  Electronic Subcontract Reporting System (eSRS)
• Presentation

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Presentation Topics

• System Description
• Subcontracting Background
• Assistance from the Small Business Administration
  
• How is the Subcontracting data utilized
• eSRS System Functionality

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eSRS System Description
System Description Government-wide
subcontracting system for electronic submission,
management, reporting and analyses of
subcontracting data. Capabilities To provide a
single point of entry for subcontracting
requirements and reports, while feeding
subcontracting data to other e-Gov systems.

• Benefits/Improvements
• Improves accuracy, timeliness and integrity of
  data exchanged
• Eliminates errors and rework associated with
  human data entry
• Eliminates costs associated with manual data
  entry
• Creates standard data that can be shared by a
  wider range of communities

Characteristics/Description eSRS is a web-based
system that allows electronic submission,
acceptance, rejection, reporting and analyses of
subcontracting data in a real-time paperless
environment resulting in no lost paperwork,
reduced errors and processing time and an
increase in subcontracting.

• Special Features
• Direct electronic feed from Central Contract
  Registration(CCR)
• Live electronic feeds form Federal Procurement
  Data System-Next Generation (FPDS-NG)
• Batch upload feed of Contractors reports

• Statutory and Regulatory Requirements
• Section 8(d) and 15(h) of the Small Business Act
• FAR subparts 19.7 and 19.12 and the clauses at
  52.219-8, 52.219-9, and 52.219-25
• 13 CFR 125.3

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System Description

• Effective October 2005 Contracting Officers (CO)
  and the Offices of Small and Disadvantaged
  Business Utilization (OSDBUs) will no longer
  receive paper SF-294s and SF-295s. Instead, they
  will log on to the eSRS to view their
  contractors' achievements. The system will
  provide a variety of standard reports, including
  Analysis of Subcontracting Plan Goal Attainment
  (SBA Form 1907), the DOD P-14, a Five-Year Trend
  Analysis, and a number of other reports - as well
  as an ad hoc reporting tool for users who wish to
  design their own reports.
• The clause at FAR 52.219-9 will be modified to
  include general instructions and require that the
  OTSB contractor provide the prime contract number
  to all OTSB subcontractors with subcontracting
  plans under the flow-down requirement. This
  change will allow subcontractors to enter the
  prime contract number when they enter their
  reports for individual contracts. Use of the
  prime contract number will enable us to capture
  subcontracts at lower-tiers on a
  contract-by-contract basis. Including the prime
  contract number, along with the name and DUNS
  number of the agency or company awarding the
  contract or subcontract, allows us to tie
  everything together thus we will know how much
  small business receives at any given tier.

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System Description

• This Internet-based tool will streamline the
  process of reporting on subcontracting plans and
  subcontracting plan performance. The eSRS
  eliminates the need for paper submissions of the
  Standard Forms 294 and 295 and replaces these
  with an easy-to-use password protected electronic
  process to collect the data. OTSB contractors
  and subcontractors must access www.esrs.gov to
  register their business and to review the
  contractor training manuals, power point
  presentations, and FAQs. The system will guide
  you through the reporting process
• Changes in submitting reports
• Contractors are responsible for filing
  subcontract reports on time in the electronic
  Subcontracting Reporting System (eSRS)
• Prime / Higher Tier subcontractors must inform
  their subcontractor to enter their reports in
  eSRS under the flow down requirement
• Contractors are required to provide a
  notification e-mail address in the report for the
  federal government agency they are submitting the
  report to
• Contractors are also required to print the
  report, have the CEO sign it and keep it on file
• NOTE OTSB contractors and subcontractors with
  Department of Defense contracts must still submit
  the paper reports Standard Forms 294 and 295 per
  the reports instructions until further notice.

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Subcontracting Background

• The Law, the Rules and the Regulations
• In 1978, Public Law 95-507 amended Section 8(d)
  of the Small Business Act of 1953 and created the
  foundation for the Subcontracting Assistance
  Program as it is known today. It changed the
  participation of large contractors in the program
  from voluntary to mandatory, and it changed the
  language of the law from best efforts to
  maximum practicable opportunities. Other key
  features include a requirement that all federal
  contracts in excess of 100,000, as amended,
  provide maximum practicable opportunity for small
  and small disadvantaged business to participate
  and a requirement that all federal contracts in
  excess of 550,000 (1,000,000 in the case of
  construction contracts for public facilities) be
  accompanied by a formal subcontracting plan
  containing separate goals for small business and
  small disadvantaged business.
• All contractors with subcontracting plans should
  review SBAs regulation at 13 CFR 125.3,
  Subcontracting Assistance, which is available at
  http//www.sba.gov/library/lawroom.html for a
  more comprehensive listing. This regulation
  provides specific examples of actions a
  contractor can take, including many of those
  listed above, to demonstrate a good-faith effort
  to meet the goals in its subcontracting plan.

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Subcontracting Federal Acquisition Regulations
(FAR)

• Federal Acquisition Regulations (FAR) Part 19 (48
  CFR)
• FAR Part 19 implements the procurement sections
  of the Small Business Act. Federal contracting
  agencies must conduct their acquisitions in
  compliance with these regulations. OTSB
  contractors are required to comply with certain
  clauses and provisions referenced in the FAR.
• Subpart 19.1 prescribes policies and procedures
  for Size Standards. (Also in Title 13 of the
  U.S. Code of Federal Regulations. See Chapter 5
  for more detailed information.
• Subpart 19.7 prescribes policies and procedures
  for subcontracting with SB, SDB, WOSB, VOSB,
  SD/VOSB, and HUBZone SB concerns.
• Subpart 19.12 prescribes policies and procedures
  for the SDB Participation Program including
  incentive subcontracting with SDB concerns.
• Subpart 19.13 prescribes policies and procedures
  for the HUBZone SB Program

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Post Award Subcontracting Responsibilities

• Who is Responsible for Enforcing the
  Subcontracting Rules?
• What type of reports are filed?
• Individual Subcontract Report (ISR)
  Subcontracting Report for
• Who submits reports?
• How often is the ISR submitted?
• What is reported on the ISR?
• Summary Subcontract Report (SSR)
• Who submits the SSR?
• To whom is the SSR submitted?
• How often is the SSR submitted?
• What is reported on the SSR?

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Who is Responsible for Enforcing the
Subcontracting Rules

• Who is Responsible for Enforcing the
  Subcontracting Rules?
• The SBA, through the Small Business Act as
  amended, is designated as the principal
  government agency responsible for enforcing the
  provisions of the law pertaining to
  subcontracting. The authority to carry out these
  responsibilities is incorporated into government
  contracts by clauses required by the FAR.
• The awarding agency has oversight of the
  Subcontracting Plan (to include accomplishments
  toward the plan). The Subcontracting Plan is
  administered by the Administrative Contracting
  Officer (ACO) who is responsible for assisting in
  the evaluation of Subcontracting Plans, and for
  monitoring, evaluating and documenting contractor
  performance on behalf of the awarding agency.
  The ACO responsibility is separate and distinct
  from SBAs responsibility.
• The SBA Commercial Marketing Representative (CMR)
  monitors goal achievement after contract award
  and conducts various types of reviews, including
  Subcontracting Program Compliance Reviews and
  Subcontracting Orientation and Assistance
  Reviews.

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What Type of Subcontracting Report do I file?

• All Other Than Small Businesses (OTSB) that have
  one or more prime contract and/or subcontract in
  excess of 550,000 (1 million for construction
  of a public facility) with the federal
  government, and have one of the Subcontracting
  Plans below must submit a subcontracting report
• Individual Subcontracting Plan (ISP) which is a
  plan that covers the entire contract period
  (including options) applicable to a specific
  contract. Holders of an ISP file an Individual
  Subcontracting Report (ISR) and a Summary
  Subcontracting Report (SSR)
• Master Subcontracting Plan (MSP) which contains
  all the required elements of an individual plan,
  except goals. As the company receives government
  contracts requiring subcontracting plans, it
  develops goals specific for each plan. A Master
  Plan is in effect for three years however, when
  incorporated into an individual plan, it applies
  to that contract throughout the life of the
  contract. Holders of an MSP file an Individual
  Subcontracting Report (ISR) and a Summary
  Subcontracting Report (SSR)
• Commercial Subcontracting Plan Is different from
  the ISP and MSP. This plan applies to a OTSB
  that is selling a commercial item to the
  government (see definition at FAR 52.202-1). The
  commercial item is not sold exclusively to the
  government. The Commercial Subcontracting Plan
  can be either on the entire company or a portion
  of the company (such as a division or product
  line). Only the Prime contractor whom is awarded
  a contract under an approved Commercial
  Subcontracting Plan is required to file an SSR
  for Commercial Plan.
• Department of Defense (DOD) Program for
  Comprehensive Small Business Subcontracting Plan
  for selected contractors. This program, limited
  to a few DOD OTSB contractors, authorizes the
  negotiation, administration, and reporting of
  Subcontracting Plans on a plant, division, or
  company-wide basis for all defense contracts,
  rather than Individual Subcontracting Plans for
  every contract over 500,000.  File the CSP
  report.
• For more information on filing the ISR and SSR
  mentioned above download the training material
  for each at www.esrs.gov

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General Requirements for Reports filed in eSRS

• Below you will find general requirements for all
  reports filed within eSRS for more specific
  information on a report download that specific
  reports training material at www.esrs.gov under
  Training Material.
• You must have a supporting written size
  self-certification for every small business you
  are counting in the small business and
  socioeconomic section of this report (for ANCs
  and Indian Tribes, see the authorized special
  legislation at http//www.arnet.gov/far/facframe.h
  tml see FAC 05-019). If you do not have a
  written size self-certification, you must count
  these subcontracts in the large business field.
  Per 13 CFR 121.411(a), a subcontractor must
  qualify and self-certify as a small business at
  the time it submits its offer as a section 8(d)
  subcontractor. Do not retro actively apply
  subcontracting accomplishments.
• Subcontract award data reported in this report
  shall be limited to awards made to your companys
  immediate subcontractors. Your company shall not
  report subcontract awards made by your
  subcontractors, except as authorized in special
  legislation for ANCs and Indian tribes. For more
  information on the special legislation for ANC
  and Indian tribe visit http//www.arnet.gov/far/fa
  cframe.html see FAC 05-019. 
• All data reported in eSRS must be accurate and
  have supporting documentation available for
  review when requested.
• Contractors are responsible for filing
  subcontract reports in eSRS 30 days after the end
  of the reporting period.
• Reports should be submitted even if you have no
  subcontracting accomplishments.
• If reporting zero subcontracting awards an
  explanation and future plan of action must be
  provided in the remarks section of the report.
• Contractors are required to print the report,
  have their CEO sign, and keep it on file
  indefinitely.

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Summary Subcontract Reports (SSR) for Individual
Contracts

• Things you should know for work performed for
  civilian and Department of Defense agencies under
  an approved Individual or Master Subcontracting
  Plan.
• A SSR for individual contracts must be submitted
  to each federal agency for which the OTSB is
  performing work (as a prime and/or
  subcontractor), covering only that federal
  agency's contracts subcontracting accomplishment
  data for the specific reporting period (Oct-Sept)
• The SSR must also include subcontract awards on
  all contracts with the agency to which the report
  is being submitted, including contracts below the
  dollar threshold for a subcontracting plan. In
  other words, the SSR must cover all
  subcontracting activity on all contracts with a
  specific agency, regardless of whether or not a
  particular contract contains a subcontracting
  plan
• DoD and NASA contractors submit semi-annual
  reports, due April 30 and October 30 which is 30
  days after the reporting period ends
• For all civilian agency contractors except NASA
  submit annual reports, due October 30, which is
  30 days after the governments fiscal year ends.
• Contractors are responsible for filing
  subcontract reports on time in the electronic
  Subcontracting Reporting System (eSRS)
• Contractors are required to provide a
  notification e-mail address in the report for the
  federal government agency they are submitting the
  report to
• Contractors are required to print the report,
  have the CEO sign it and keep it on file
• Prime contractors and large business
  subcontractors must inform their subcontractor
  to enter their reports in eSRS under the flow
  down requirement
• All SSRs whether filed as a prime contractor or
  subcontractor or both will be reviewed by the
  government.
• All data reported must be accurate and have
  documentation available for review when requested

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Summary Subcontract Reports for Commercial Plan

• Things you should know for work performed for
  civilian and Department of Defense agencies under
  an approved Commercial Subcontracting Plan
• 30 days after the government fiscal year ends or
  as agreed upon in the contract (new requirement
  per the eSRS FAR case that is published as a
  interim rule and is availiable for public comment
  at).
• Prime contractors only file one report regardless
  of the number of Federal government agencies with
  which they have contracts covered under the
  approved commercial plan.
• Prime Contractors list the subcontracting
  attributable to each Federal government agency
  separately in the attributable section of the
  report.
• Prime Contractors provide a notification e-mail
  address in the report for each Federal government
  agency to which they have allotted a
  attributable for subcontracting
• The large and small dollar requested in section 1
  of the report are total dollars awarded to
  subcontractors for items under the approved
  Commercial Plan not sales dollars
• The dollar amounts in section 1-7 reflects all
  subcontracting activity (government and
  commercial) company-wide or division-wide (based
  on the approved commercial plan) awarded during
  the report year.
• The of subcontracting attributable to an agency
  should never be 100
• If the of subcontracting attributable to an
  agency is zero (0), provide an explanation in the
  remarks field

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Individual Subcontract Report (ISR)

• Things you should know for work performed for
  civilian and Department of Defense agencies under
  an approved Individual Subcontracting Plan
• A regular report is submitted semi-annually
  during contract performance the report is due
  (April 30 and Oct 30)
• A final report is due at the completion of
  contract performance
• Reports should be submitted even if no
  subcontracting has taken place
• OTSB subcontractors with subcontracts meeting the
  threshold requirement in excess of 550,000,(1
  million for construction of public facility) are
  required to file this report in eSRS to their
  prime/higher tier contractor. Prime contractors
  submit their ISRs to each federal agency with
  which they have Individual Contract Plans
  Subcontractors submit their ISRs to the prime
  contractor, or, to the higher-tier subcontractor
  that awarded them their subcontract.
• The prime/higher tier contractor must review and
  accept or reject the OTSB subcontractors ISR in
  eSRS
• Prime/higher tier subcontractors must provide
  their subcontractors with the email address of
  the employee who will be evaluating their report
  in eSRS. Doing this will allow the evaluator to
  view the report
• To view lower tier subcontracting reports once in
  your eSRS account click on Contract Worklist
  click on the contract you which to view than
  click the Lower-Tier Subcontracting Report Tab
• A separate ISR must be submitted for each
  contract containing an Individual Contract Plan.
  
• Achievements on the ISR are to be reported on a
  cumulative basis since the inception of the
  contract. Only include indirect cost if it is
  allowable per your subcontracting plan for the
  specific contract
• If you can not locate the contract that you which
  to report on in eSRS contact your contracting
  officer.

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Government Responsibilities

• Establish regulation, policy and procedure
• Provide Contact Information
• Inform you of your Subcontracting Reporting
  Requirements
• Review Report(s)
• Accept or Reject Subcontract Report Data
• Solve Subcontracting eSRS Reporting Problems
• Answer eSRS and Subcontracting Questions

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Help Information

• eSRS Helpdesk can be reached at 703- 373-7040 or
  by clicking on helpdesk link at the left hand
  corner of any eSRS screen while in eSRS.
• Send a technical helpdesk ticket for eSRS system
  functionality questions
• Contact the contracting officer or agency contact
  of whom awarded you the contract for questions
  pertaining to subcontracting, reporting or
  contract concerns.
• If the information pulled from the contractor
  DUNS is incorrect, contact the CCR Assistance
  Center at 888- 227-2423.
• For training and all unanswered eSRS and
  subcontracting questions, contact your SBA CMRs
  at http//www.sba.gov/GC/cmr.html under
  Contacts/Representative to the right of the
  website.
• For all other concerns, contact Integrated
  Acquisition Environment at integrated.acquisition_at_
  gsa.gov.

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eSRS Manauals

• User Guides Within eSRS there are User Guide
  that provides navigational flow and system
  functionality descriptions to assist users.
• This guide can be found under the User Guides
  section of eSRS homepage at www.esrs.gov
• The User Guide provides navigational and system
  functionality information only
• Topics in the User Guide are
• Section 1 Log-in to ESRS
• Section 2 myESRS
• Section 3 Profile
• Section 4 Contract Worklist
• Section 5 Individual Subcontract Reports (Prime)
  
• Section 6 Summary Subcontract Reports (Prime)
• Section 7 Filing Reports as a Sub Contractor
• Section 8 Year-End Supplementary Report for SDBs
  
• Section 9 SDB Participation Report (Form 312)
• Section 10 Batch Uploads
• Assistance on filing specific reports can also be
  found on eSRS homepage under Training Material

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Reports filed in eSRS

• The following reports are filed in eSRS

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Registering in eSRS
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Permission and User Levels within eSRS

• Permission Levels/Roles
• Agency Coordinator (AC)AC has full access to
  eSRS for their agency and below. User can manage
  other agency contacts, manage new agency contact
  registrations, view/accept/reject contractor
  reports and run reports on data from their
  registered level and below. ACs are also the
  liaison between your agency an eSRS Usergroup.
• Point of Contact (POC)POC users manage other
  agency contacts, manage new agency contact
  registrations, view/accept/reject contractor
  reports and run reports on data from their
  registered level and below
• Contracting Official (CO)CO users
  view/accept/reject contractor reports and run
  reports on data from their registered level and
  below
• Designated Government User (DGU)DGU users view
  accepted contractor reports and run reports on
  data from their registered level and below.
• User Levels
• Agency You may view eSRS data agency-wide.
• Contracting Office You may view eSRS data for a
  specific contracting office.

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Registering in eSRS (cont)

• To Develop a User Account
• Log onto www.eSRS.gov
• Click on Government
• Click on register
• The red denotes mandatory fields to complete
  registration
• The following information will be needed to
  complete the registration
• Full Name Agency Name
• E-mail address User Level
• Telephone Number Supervisors Name and
  Email Address
• Enter a Password Permission
  Level/Role
• Once you have submitted your registration you
  will receive an e-mail from eSRS.
• Your eSRS Agency Coordinator Or Point of Contact
  must approve your registration before you can
  access eSRS

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Password

• If you are attempting to access the eSRS but have
  forgotten your password. Click on the Forgot my
  password tab on the log on screen, enter the
  email address on file in your eSRS account and a
  new password will be sent to that e-mail address.
• Once you have logged into eSRS. Proceed to My
  Account to change your password to one of your
  choice.

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Navigation Overview
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Navigation Overview

• Pending Actions Is a listing of all pending
  registrations and reports for your review.
• eSRS Statistics Provides a summary of your
  agencys contacts, contracts and reports.
• Reports Provides a listing of reports submitted
  to your agency for you to review, approve or
  reject.
• Individual You will view Individual
  Subcontracting Report (ISR) data.
• Summary- You will view commercial and individual
  Summary Subcontracting Report (SSR) data.
• Year-End Supplementary SDBs You will view
  Year-End Supplementary Report for Small
  Disadvantage Business.
• SDB Participation You will view Small
  Disadvantage Participation Report the old
  form-312.
• Agencies This section provides you with a
  listing of your parent agency and sub agencies
  eSRS registered users. An arrow (?) indicates
  there is a sub agency listing you may select
  from.
• Contracts Provides a listing of your agencies
  contracts currently in eSRS.
• Reporting This section is where you would go to
  print a standard or ad hoc report.
• My Account Allows you to update/change user
  information and password.

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Change/Update Account Information Password

• Click on My Account from the navigation bar.
• You can review update your account information
  by clicking on the General Information tab.
• To update/change your information, simply remove
  the existing and enter the new information than
  click save.
• To change your password click on the Password
  tab.
• Enter your new password and click save .

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Report Status Descriptions

• Pending The report has been submitted and
  is awaiting to be accepted or rejected by the
  appropriate government
  official. Revised The report was revised by
  the contractor and is awaiting to be accepted or
  rejected by the appropriate
  government official. Accepted A government
  official has reviewed the report and has found no
  known errors, issues or concerns and
  doesnt require any clarification,
  information, and/or correction at this time and
  they acknowledge receipt of the
  report. The report can be rejected at a later
  date.
• Rejected A government official has reviewed
  the report and has found errors, issues or
  concerns and requires
  clarification, information, and/or
  correction and they are not acknowledging receipt
  of the report
• Reopened The report was reopened by a
  government official after being previously
  accepted because upon review
  of the report the government official found
  errors, issues, concerns and requires
  clarification, information,
  and/or correction.

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How to Accept or Reject a report

• Within the report click the dropdown arrow on the
  Accept/Reject box.
• Click on either Accept or Reject
• If you reject a report, a notification box
  will appear. Enter your reason for rejecting the
  report.
• An email will be sent to the contractor advising
  that you have either accepted or rejected their
  report.

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How to run predefined or ad hoc reports

• From eSRS main screen click on Reporting
• Scroll to the bottom of the screen and click add
  new
• On the next screen choose from a list of
  predefined reports by clicking on the report of
  your choice and clicking continue
• From the drop down menu select the reports
  reporting year
• Than click submit
• Once your report is complete the View Report
  box will appear click on this box and view your
  report.

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Reporting Functions when Viewing a Report

• The following options are available once the
  report has been generated
• Run the report again by clicking on Regen
  Report
• Show the report in a separate browser by clicking
  on Open in New Window
• Transfer the report into an Excel Workbook by
  clicking on Save as Excel
• Once you have transferred the report into Excel
  change the numerical values to 2 digits after the
  decimal to ensure viewing accuracy
• Re-configure the report by clicking on Change
  Settings.
• Go back to the report list by clicking on Return
  to Report List

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Reporting Functions for Saved Reports

• Once you have run a report the system will
  automatically save it.
• To view a saved report click on Reporting from
  the eSRS main screen/homepage
• A list of saved reports will be displayed
• There are several options to chose from once the
  reports list is displayed
• To view the report click on
• To edit the report parameters click on
• To regenerate the report click on
• To see the results of the previous ran report
  click on
• To delete the report click on

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Contractors Report Status Descriptions

• Report Status The status for each report is
  displayed in the status column of the reports
  home screen
• Draft You began working on a
  report, however did not complete it and/or submit
  it for approval. Pending The report has been
  submitted and is awaiting to be reviewed and
  Accepted or Rejected by the appropriate
  government official or higher tier large business
  contractor. Revised The report was revised by
  the contractor and is awaiting to be reviewed and
  Accepted or Rejected by the appropriate
  government official or higher tier large business
  contractor. Accepted A government official or
  higher tier large business contractor has
  reviewed the report and has found no known
  errors, issues or concerns and doesnt require
  any clarification, information, and/or correction
  at this time and they Accept receipt of the
  reports data. The report can be Reopened at a
  later date if deemed necessary by the Federal
  government official or higher tier large business
  contractor.
• Rejected A Federal government official or
  higher tier large business contractor has
  reviewed the report and has found errors, issues
  or concerns and requires clarification,
  information, and/or correction and they are not
  accepting receipt of the reports data at this
  time. Once the report concerns have been
  addressed and/or corrected the report will be
  Accepted.
• Reopened The report was reopened by a Federal
  government official or higher tier large business
  contractor after being previously
  Accepted because upon further review of the
  report the government official found
  errors, issues, concerns and requires
  clarification, information, and/or correction.
  Once the report concerns have
  been addressed and/or corrected the report will
  be Accepted.

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Establishing regulation, policy and procedure

• The Office of Federal Procurement Policy has
  issued guidance for all civilian (non Department
  of Defense) agencies to use eSRS in the interim
  of the approved FAR case. You can read this
  memorandum at http//www.whitehouse.gov/omb/procur
  ement/publications/electronic_srs.pdf
• Currently each agency establishes internal policy
  and procedures for reviewing the data within eSRS

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Contractors view when filing reports in eSRS
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Contractors view when filing reports in eSRS

• The following reports are filed in eSRS

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Contractors view when registering in eSRS
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Contractors view of change/update account
information password

• Click on Profile from the navigation bar.
• You can review update your account information
  by clicking on the Core tab
• To update/change your information, simply click
  the Edit button
• You may only change the information you entered
  during registration any data pre-populated from
  your DUNS must be changed at www.ccr.gov. After
  editing the information, click on the Submit
  button.
• To change your password click on the Account
  tab
• Enter your new password and click Save Password
  when done.

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Contractors information needed when
registering in eSRS (cont)

• To Develop a User Account, the contractor will
  need
• To log onto www.eSRS.gov
• Click on Contractor
• Click on register
• You must have your organizations DUNS Number
• If you do not have a DUNS you will not be able
  to register within eSRS.
• You may obtain a DUNS from Dunn and Bradstreet
  via the Central Contractor Registration (CCR) at
  www.ccr.gov website
• You will not be able to edit the pre-populated
  information downloaded into your account from
  your DUNS in eSRS. You must go into CCR to
  update this information
• The red denotes mandatory fields to complete
  registration
• Full Name Company Name
• E-mail address Company Address
• Telephone Number Supervisors Name and
  Email Address
• Enter a Password Authorization
• Once you have submitted your registration you
  will receive an e-mail from eSRS. Please click on
  the link within the e-mail to activate your eSRS
  account

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Contractors Navigational Overview
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Contractors Navigational Overview (cont)

• Announcement This section provides you with
  important subcontracting and eSRS announcements.
• Alerts Is a direct link to view (Rejected and
  Reopened) reports.
• myESRS myESRS will return you to the home page.
• Profile The profile page allows you to edit your
  eSRS account information.
• Contract Worklist The Contract work list allows
  you to view all contracts that have been linked
  to your account which included lower tier
  subcontractors reports linked to your contracts.

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Contractors Navigational Overview (cont)

• File / Review Reports or File Buttons on Home
  Screen
• Individual Subcontract Reports (ISR) The ISR
  area allows you to file a new and review existing
  ISRs
• Summary Subcontract Reports (SSR) The SSR area
  allows you to file a new and review existing
  SSRs.
• Year-End Supplementary Report for SDBs This
  section allows you to file a new and review
  existing Year-End Supplementary Report for SDBs.
• SDB Participation Report (Form 312) allows you
  to file a new and review existing the optional
  SDB Participation Report (Form 312). File this
  report only if the clause 52.219.25 is apart of
  your contract.
• Batch Upload Reports
• The batch upload section allows you to download a
  Microsoft Excel template that can then be
  exported to a CSV (comma separated value) or tab
  delimited file and then imported into eSRS. This
  feature allows you to file multiple subcontract
  reports at once .

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Contractors Report Status Descriptions

• Report Status The status for each report is
  displayed in the status column of the reports
  home screen
• Draft You began working on a
  report, however did not complete it and/or submit
  it for approval. Pending The report has been
  submitted and is awaiting to be reviewed and
  Accepted or Rejected by the appropriate
  government official or higher tier large business
  contractor. Revised The report was revised by
  the contractor and is awaiting to be reviewed and
  Accepted or Rejected by the appropriate
  government official or higher tier large business
  contractor. Accepted A government official or
  higher tier large business contractor has
  reviewed the report and has found no known
  errors, issues or concerns and doesnt require
  any clarification, information, and/or correction
  at this time and they Accept receipt of the
  reports data. The report can be Reopened at a
  later date if deemed necessary by the Federal
  government official or higher tier large business
  contractor.
• Rejected A Federal government official or
  higher tier large business contractor has
  reviewed the report and has found errors, issues
  or concerns and requires clarification,
  information, and/or correction and they are not
  accepting receipt of the reports data at this
  time. Once the report concerns have been
  addressed and/or corrected the report will be
  Accepted.
• Reopened The report was reopened by a Federal
  government official or higher tier large business
  contractor after being previously
  Accepted because upon further review of the
  report the government official found
  errors, issues, concerns and requires
  clarification, information, and/or correction.
  Once the report concerns have
  been addressed and/or corrected the report will
  be Accepted.

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Contractors Error Screen
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Help with eSRS and Subcontracting questions

• Detailed training material is available at
  www.esrs.gov under Training Material
• Review the frequently asked questions (FAQ) tab
  on eSRS homepage
• The Federal Government Agency whom awarded the
  contract is responsible for answering Prime and
  Subcontractors questions related to eSRS and
  Subcontracting policy and reporting concerns.
• If you require additional assistance after
  contacting the federal agency whom awarded you
  the contract, contact your Small Business
  Administration (SBA) Commercial Marketing
  Representative (CMR). They are your small
  business liaison and can assist you with any
  subcontracting concerns including training. You
  can locate your CMR at
• http//www.sba.gov/aboutsba/sbaprograms/gc/contact
  s/gc_cmr.html.

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eSRS Helpdesk
45
eSRS Helpdesk

• Only send questions/concerns/issues pertaining to
  the eSRS system to the eSRS Technical helpdesk.
• The link for the eSRS helpdesk is located at
  www.esrs.gov in the bottom left-hand corner of
  any screen.
• eSRS registration and system functionality
  issues/concerns and/or comments should be
  e-mailed to the eSRS technical helpdesk be sure
  to click Technical when filling out the data
  form.
• Question on understanding the eSRS data fields
  click on the help button located at the top of
  the field
• Send an e-mail to eSRS Non-Technical helpdesk
  for assistance with non-technical eSRS matters
  be sure to click Non-Technical.
• For all other concerns, contact Integrated
  Acquisition Environment at integrated.acquisition_at_
  gsa.gov.