Difference between revisions of "Simplified Acquisition Threshold Report"

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<tr><th width=30% align="center"><b>Description</b></th><th width=34% align="center"><b>Start Date</b></th>
 
<tr><th width=30% align="center"><b>Description</b></th><th width=34% align="center"><b>Start Date</b></th>
 
<th width=34% align="center"><b>End Date</b></th></tr>
 
<th width=34% align="center"><b>End Date</b></th></tr>
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<tr><td nowrap>BETA Installation </td><td nowrap>Tuesday December 11, 2012</td><td nowrap>Tuesday December 11, 2012</td></tr>
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<tr><td nowrap>BETA Installation </td><td nowrap>Friday February 01, 2013</td><td nowrap>Monday February 04, 2013</td></tr>
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<tr><td nowrap>Functional Qualification Testing </td><td nowrap>Wednesday December 12, 2012</td><td nowrap>Thursday December 13, 2012</td></tr>
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<tr><td nowrap>Functional Qualification Testing </td><td nowrap>Tuesday February 05, 2013</td><td nowrap>Thursday February 07, 2013</td></tr>
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<tr><td nowrap>Installation in Production</td><td nowrap>Friday December 21, 2012</td><td nowrap>Friday December 21, 2012</td></tr>
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<tr><td nowrap>Installation in Production</td><td nowrap>Friday February 15, 2013</td><td nowrap>Friday February 15, 2013</td></tr>
 
</table>
 
</table>
 
==Document Changes==
 
==Document Changes==
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<tr>
 
<tr>
  
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<td style="width:120px" valign="center">Sustainability Report</td>
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<td style="width:120px" valign="center">Simplified Acquisition Threshold Report</td>
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<td>As per the requirements provided by GSA:
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<td>The purpose of this new Standard Report is to provide Funding Agencies with a tool they can use to analyze their small business performance on contracts within the Simplified Acquisition Threshold (SAT), $3-150K range. Contracts within the SAT are reserved for small business (SB) per 15 USC Sec. 644(j)(1) and FAR 13.003(b)(1).
  
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1. The assessment of agency progress is being determined by inclusion of required clauses in a contract action as recorded in FPDS against a baseline of all the applicable contract actions.
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<td>Following are the high level functional requirements for this report:
  
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2. The data to be extrapolated and used for analysis include:
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1. The new Standard report, “Simplified Acquisition Threshold Report” will display data by the Funding Department and will be placed in the “HOW” category of the Standard Reports.
  
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a. The total $ obligated by agency for each attribute in 8L
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2. Data will be displayed in the report after the following conditions are applied:
  
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b. The total # of transactions by agency for each attribute in 8L
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<b>a. Final base (modification number = 0) actions with cumulative “Base and All Options Value” as greater than $3,000 and less than or equal to $150,000</b>.
  
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c. The total $ obligated by agency for the sum of all attributes in 8L as a percentage of the total $ obligated through eligible contracts by the agency
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<b>b. Purchase Order, Definitive Contract, DO against a BOA, Part 13 BPA Call and IDC</b>.
  
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d. The total # of transactions by agency for  the sum of all the attributes in 8L as a percentage of the total # of eligible transactions by agency
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<b>c. Goaling Exclusions</b>.
  
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e. The PSC associated with each of the obligations/transactions (will mean a unique line item for each obligation/transaction)
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3. The Search Criteria screen shall offer the following filters. This report can be executed for a Department, Agency, Funding Office or a valid combination of all of them.
  
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f. The NAICS associated with each of the obligations/transactions (will mean a unique line item for each obligation/transaction)
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  • From Date – mandatory filter
 +
  • To Date – mandatory filter
 +
  The date range shall not exceed 5 years
 +
  • Department ID – optional filter
 +
  • Agency ID – optional filter; this is the Contracting Agency
 +
  • Funding Office ID – optional filter
  
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3. In determining the eligible contracts for the standard report, contracts for weapons systems will be excluded.
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4. Data shall be displayed by the Funding Department and shall be retrieved in the following forms
 +
  • Summary report
 +
  • Drill downs
 +
  • Award Detail
  
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4. In determining the eligible contracts for the standard report, contracts with place of performance outside the United States will be excluded.  If the agency head determines that application of sustainable to this type of contract is in the best interest of the US (as allowed by the EO), the agency would need to run their own ad-hoc report to add those actions and dollars back in to both the baseline and the award.
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5. Description, Appendix and Help File shall be provided to help the users about the report.
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<td> The purpose of the report is to determine the type and usage of Recovered Materials.
 
−
 
 
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1. The new standard report, “Sustainability Report” shall be placed in the “HOW” category.
 
−
 
 
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2. The search criteria screen shall offer the following filters:
 
−
 
 
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  1. From Date (mm/dd/yyyy) – mandatory
 
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  2. To Date (mm/dd/yyyy) – mandatory
 
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  3. From PSC - optional
 
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  4. To PSC - optional
 
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  5. NAICS - optional
 
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  6. Department ID - optional
 
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  7. Contracting Agency ID - optional
 
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  8. Organization Code - optional
 
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  9. Contracting Office Region - optional
 
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  10. Contracting Office ID - optional
 
−
 
 
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3. The eligible Document Types (includes base documents and their modifications) are:
 
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  1. DO
 
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  2. PO
 
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  3. DCA
 
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  4. BPA Call (Part 8 and Part 13)
 
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  5. GWAC
 
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  6. IDC
 
−
 
 
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4. The report shall represent the data in the following forms:
 
−
 
 
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  1. Summary report
 
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  2. Drill-path
 
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  3. Award Detail
 
−
 
 
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5. The report shall exclude the following:
 
−
 
 
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  1.  Actions that are performed outside of the US.
 
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  2.  Actions that have "Claimant Code" as 'Weapon Systems':
 
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        A1A, A1B, A1C, A2, A3, A4A, A5 or A6.
 
−
 
 
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6. Description, Appendix and Help File shall be provided to help the users about the report.
 
  
 
</td>
 
</td>

Latest revision as of 18:07, 23 January 2014

Schedule

DescriptionStart Date End Date
BETA Installation Friday February 01, 2013Monday February 04, 2013
Functional Qualification Testing Tuesday February 05, 2013Thursday February 07, 2013
Installation in ProductionFriday February 15, 2013Friday February 15, 2013

Document Changes

DocumentationChanges Required
XML SpecificationsNo
Web ServicesNo
Data Dictionary No
NASA Specific Data DictionaryNo
Use Case SummaryNo
Validation RulesNo
ReportingYes
Online HelpYes
User ManualNo

SPR Listing

SPR #EnhancementSolutionImpact to Users and Integrators
Simplified Acquisition Threshold Report The purpose of this new Standard Report is to provide Funding Agencies with a tool they can use to analyze their small business performance on contracts within the Simplified Acquisition Threshold (SAT), $3-150K range. Contracts within the SAT are reserved for small business (SB) per 15 USC Sec. 644(j)(1) and FAR 13.003(b)(1). Following are the high level functional requirements for this report:

1. The new Standard report, “Simplified Acquisition Threshold Report” will display data by the Funding Department and will be placed in the “HOW” category of the Standard Reports.

2. Data will be displayed in the report after the following conditions are applied:

a. Final base (modification number = 0) actions with cumulative “Base and All Options Value” as greater than $3,000 and less than or equal to $150,000.

b. Purchase Order, Definitive Contract, DO against a BOA, Part 13 BPA Call and IDC.

c. Goaling Exclusions.

3. The Search Criteria screen shall offer the following filters. This report can be executed for a Department, Agency, Funding Office or a valid combination of all of them. 

 •	From Date – mandatory filter
 •	To Date – mandatory filter
 The date range shall not exceed 5 years
 •	Department ID – optional filter
 •	Agency ID – optional filter; this is the Contracting Agency
 •	Funding Office ID – optional filter

4. Data shall be displayed by the Funding Department and shall be retrieved in the following forms 

 •	Summary report
 •	Drill downs
 •	Award Detail

5. Description, Appendix and Help File shall be provided to help the users about the report.

No
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