V1.4 SP10.0

The four new Vendor Socio Economic Indicators are:
1. Women-Owned Small Business - (WOSB)
2. Joint Venture Women-Owned Small Business - (JVWOSB)
3. Economically Disadvantaged Women-Owned Small Business - (EDWOSB)
4. Joint Venture Economically Disadvantaged Women-Owned Small Business - (EDJVWOSB)

• FPDS-NG will update the CCR Loading Process to accept and store the following 4 new Vendor Flags.
  
  • Women Owned Small Business (WOSB)
  • Women Owned Small Business Joint Venture (JVWOSB)
  • Economically Disadvantaged Women Owned Small Business (EDWOSB)
  • Economically Disadvantaged Women Owned Small Business Joint Venture (EDJVWOSB)

• FPDS-NG will store the new vendor flags for an Award or an IDV when a vendor with those flags is selected. This will happen on ‘Save Draft’, ‘Approve’ and ‘Correct’ operations through the Web-Portal or GUI Services and ‘create’, ‘update’, ‘approve’ and ‘correct’ through GUI Services.

Note: 1. On ‘Correct’ operation for contracts in Version 1.3 and below, the flags will be updated only if the Vendor is changed.
2. This change is not applicable to Other Transactions.

• FPDS-NG will not show the new flags on the screen and will not return these new flags in any XML response for Version 1.4 and below. There is no version change for users.

1. Women-Owned Small Business
2. Economically Disadvantaged Women-Owned Small Business

New Validation Rules have to added to address the new values for "Type of Set Aside".

• FPDS-NG will add the following new values in the dropdown for the data element “Type of Set Aside”:
  • Women Owned Small Business - (Code through Business Services is ‘WOSB’)
  • Economically Disadvantaged Women Owned Small Business (Code through Business Services is ‘EDWOSB’)

• The new values for “Type of Set Aside” will be available only for Awards and IDVs in Version 1.4. This change is not applicable for NASA Specific Awards or Other Transactions.

• FPDS-NG will display the following Validation Rule if the code ‘WOSB’ or ‘EDWOSB’ is sent for ‘Correct’ operation in Version 1.3 or below:

4004 - “The value "<<value>>" for Data Element "Type of Set Aside" is invalid.”

• The new values for “Type of Set Aside” are valid only effective 18th March 2011. FPDS-NG will display the following Validation Rule if the new values for “Type of Set Aside” are selected and the “Date Signed” of the contract is prior to ‘3/18/2011’:

"If "Type of Set Aside" is ‘Women-Owned Small Business’ or ‘Economically Disadvantaged Women-Owned Small Business’ the “Date Signed” must be equal or later than ‘3/18/2011’"

• FPDS-NG will display the following Validation rule on base Award and IDV if the “Type of Set Aside” is ‘Women Owned Small Business” and the Vendor does not have any of the new flags (WOSB, JVWOSB, EDWOSB or EDJVWOSB):

“If “Type of Set Aside” is ‘Women-Owned Small Business’ the Vendor must be ‘Women-Owned Small Business’, ‘Joint Venture Women-Owned Small Business’, ‘Economically Disadvantaged Women-Owned Small Business’ or ‘Joint Venture Economically Disadvantaged Women-Owned Small Business’.”

• FPDS-NG will display the following Validation rule on base Award and IDV if the “Type of Set Aside” is ‘Economically Disadvantaged Women Owned Small Business” and the Vendor does not have the new flags (EDWOSB or EDJVWOSB):

“If “Type of Set Aside” is ‘Economically Disadvantaged Women-Owned Small Business’ the Vendor must be ‘Economically Disadvantaged Women-Owned Small Business’ or ‘Joint Venture Economically Disadvantaged Women-Owned Small Business’.”

• All Validation Rules mentioned above will be displayed on the following operations:
  • ‘Valdidate’, ‘Approve’ and ‘Correct’ operations through Web Portal and GUI Services.
  • ‘isComplete’, ‘isExistingAwardComplete’, ‘isExistingIDVComplete’, ‘approve’ and ‘correct’ operations through Business Services.

• These Validation Rules apply to Version 1.4 only.

• FPDS-NG will update the following Validation Rules for Awards and IDVs to include the new values for “Type of Set Aside” in Version 1.4. FPDS-NG shall continue to display the following existing Validation Rules for Version 1.3 and below:

Note: The Validation Rules do not apply to NASA Specific Awards but the flags will be stored on them.

• The following Validation Rules will be displayed on the following operations:
  • ‘Valdidate’, ‘Approve’ and ‘Correct’ operations through Web Portal and GUI Services.
  • ‘isComplete’, ‘isExistingAwardComplete’, ‘isExistingIDVComplete’, ‘approve’ and ‘correct’ operations through Business Services.

• 10N02:

Current Validation Rule 10N02 (Version 1.3 and lower):
If "Type of Set Aside" is 'Small Business Set Aside-Total', 'Small Business Set Aside-Partial', 'HBCU or MI Set Aside-Total', 'HBCU or MI Set Aside- Partial', 'Very Small Business Set Aside', 'Emerging Small Business Set Aside' , 'HUBZone Set Aside', 'Service Disabled Veteran Owned Small Business Set Aside', '8(a) Competed', 'Buy Indian', '8(a) with Hub Zone', 'Veteran Set Aside' then "Extent Competed" must be 'Full and Open Competition after Exclusion of Sources' or 'Competed Under SAP'.

New Validation Rule (Starting Version 1.4):
If "Type of Set Aside" is 'Small Business Set Aside-Total', 'Small Business Set Aside-Partial', 'HBCU or MI Set Aside-Total', 'HBCU or MI Set Aside- Partial', 'Very Small Business Set Aside', 'Emerging Small Business Set Aside' , 'HUBZone Set Aside', 'Service Disabled Veteran Owned Small Business Set Aside', '8(a) Competed', 'Buy Indian', '8(a) with Hub Zone', 'Veteran Set Aside', 'Women-Owned Small Business Set Aside', or 'Economically Disadvantaged Women-Owned Small Business Set Aside' then “Extent Competed" must be 'Full and Open Competition after Exclusion of Sources' or 'Competed Under SAP'.

• 10N05A:

Current Validation Rule 10N05A(Version 1.3 and lower):
If "Type of Set Aside" is 'Small Business Set-Aside', 'Small Business Set Aside-- Partial', '8(a) Competed', 'HBCU Total', 'HBCU Partial', 'Very Small Business', 'Emerging Small Business Set Aside', 'HUBZone Set-Aside' Or 'Service Disabled Veteran Owned Small Business Set-Aside' then "Evaluated Preference" must be 'No Preference used'.

New Validation Rule (Starting Version 1.4):
If "Type of Set Aside" is 'Small Business Set-Aside', 'Small Business Set Aside-- Partial', '8(a) Competed', 'HBCU Total', 'HBCU Partial', 'Very Small Business', 'Emerging Small Business Set Aside', 'HUBZone Set-Aside' Or 'Service Disabled Veteran Owned Small Business Set-Aside', ‘Women-Owned Small Business Set Aside’ or ‘Economically Disadvantaged Women-Owned Small Business Set Aside’ then "Evaluated Preference" must be 'No Preference used'.

• 10N06A:

Current Validation Rule 10N06A(Version 1.3 and lower):
If "Type of Set Aside" is 'Small Business Set Aside-- Partial', 'SDB Set Aside8(a)', 'HBCU Total', 'HBCU Partial', 'Very Small Business', 'Emerging Small Business Set Aside', 'HUBZone Set-Aside' Or 'Service Disabled Veteran Owned Small Business Set-Aside' then "SBIR/STTR" 'Phase I' or 'Phase II' must not be selected.

New Validation Rule (Starting Version 1.4):
If "Type of Set Aside" is 'Small Business Set Aside-- Partial', 'SDB Set Aside8(a)', 'HBCU Total', 'HBCU Partial', 'Very Small Business', 'Emerging Small Business Set Aside', 'HUBZone Set-Aside', 'Service Disabled Veteran Owned Small Business Set-Aside', ‘Women-Owned Small Business Set-Aside’ or ‘Economically Disadvantaged Women-Owned Small Business Set-Aside’ then "SBIR/STTR" 'Phase I' or 'Phase II' must not be selected.

• 10N07A:

Current Validation Rule 10N07A(Version 1.3 and lower):
If "Type of Set Aside" is 'Small Business Set-Aside', 'Small Business Set Aside-- Partial', '8(a) Competed', '8(a) with HUBZone Preference', 'HBCU Total', 'HBCU Partial', 'Very Small Business', 'Emerging Small Business Set Aside', 'HUBZone Set-Aside', 'Service Disabled Veteran Owned Small Business Set-Aside' Or 'Veteran Set Aside' then "Other than Full and Open Competition" must not be selected or must be 'Brand Name Description'.

New Validation Rule (Starting Version 1.4):
If "Type of Set Aside" is 'Small Business Set-Aside', 'Small Business Set Aside-- Partial', '8(a) Competed', '8(a) with HUBZone Preference', 'HBCU Total', 'HBCU Partial', 'Very Small Business', 'Emerging Small Business Set Aside', 'HUBZone Set-Aside', 'Service Disabled Veteran Owned Small Business Set-Aside' , 'Veteran Set Aside', ‘Women-Owned Small Business Set-Aside’ or ‘Economically Disadvantaged Women-Owned Small Business Set-Aside’ then "Other than Full and Open Competition" must not be selected or must be 'Brand Name Description'.

• 10N22A:

Current Validation Rule 10N07A(Version 1.3 and lower):
If "Type of Set Aside" is '8a Competed', '8(a) Sole Source', 'Emerging Small Business Set Aside', '8(a) with HUB Zone Preference', 'HUBZone Set-Aside', 'HUBZone Sole Source', 'Small Business Set Aside-Total', 'Small Business Set Aside-Partial', 'Service Disabled Veteran Owned Small Business Set-Aside', 'SDVOSB Sole Source', 'Veteran Set Aside', 'Veteran Sole Source', Or 'Very Small Business' then "Contracting Officer’s Business Size Determination" must be 'Small Business'..

New Validation Rule (Starting Version 1.4):
If "Type of Set Aside" is '8a Competed', '8(a) Sole Source', 'Emerging Small Business Set Aside', '8(a) with HUB Zone Preference', 'HUBZone Set-Aside', 'HUBZone Sole Source', 'Small Business Set Aside-Total', 'Small Business Set Aside-Partial', 'Service Disabled Veteran Owned Small Business Set-Aside', 'SDVOSB Sole Source', 'Veteran Set Aside', 'Veteran Sole Source', 'Very Small Business', ‘Women-Owned Small Business Set Aside’ or ‘Economically Disadvantaged Women-Owned Small Business Set-Aside’ then "Contracting Officer’s Business Size Determination" must be 'Small Business'.

• FPDS-NG will have another version of the ATOM Feeds which display the following new Vendor Flags under ‘vendorSocioEconomicIndicators’ XML Tag:
  • Women Owned Small Business (WOSB)
  • Women Owned Small Business Joint Venture (JVWOSB)
  • Economically Disadvantaged Women Owned Small Business (EDWOSB)
  • Economically Disadvantaged Women Owned Small Business Joint Venture (EDJVWOSB)

• The new values for “Type of Set Asides” and the new Vendor Flags will be searchable in ezSearch and ICD. They will be available through BI Views too.

• FPDS-NG will update the “Women Owned Small Business” column in Summary Report of “Small Business Goaling Report” to include WOSB, JVWOSB, EDWOSB and EDJVWOSB having CO Business Size Determination as ‘Small Business’ in addition to WOB having CO Business Size Determination as ‘Small Business’ for the following Standard Reports:

• FPDS-NG will add new columns in “Competition Based on Obligations Report” for the two new Type of Set Asides in the “Competitive Details” workflow. The Data for the columns will be as follows:
  • For Women-Owned Small Business Set Aside: All V 1.4 contract actions (except DOs against multiple award contracts (FSS, GWAC and multiple award IDC), Part 8 BPAs and Part 8 BPA Calls) where Extent Competed = Full and Open Competition After Exclusion of Sources AND Type of Set-Aside = Women-Owned Small Business.
  • For Economically Disadvantaged Women-Owned Small Business Set Aside: All V 1.4 contract actions (except DOs against multiple award contracts (FSS, GWAC and multiple award IDC), Part 8 BPAs and Part 8 BPA Calls) where Extent Competed = Full and Open Competition After Exclusion of Sources AND Type of Set-Aside = Economically Disadvantaged Women-Owned Small Business.
• The following two known issues with "Competition Based on Obligations Report" are going to be addressed
  • Post CLOD BPA/BPA Call modifications to a Pre CLOD base are currently being treated at Post CLOD and looking at the Fair Opp. These should be treated as Pre CLOD and look at Extent Competed
  • Version 1.2 Post CLOD Delivery Order bases should be treated as Post CLOD. V1.2 is currently being treated as Pre CLOD by the Competition report
• FPDS-NG will display the new Vendor Flags in Award Detail for the following Standard Reports:
  

1. Procurement History for Market Research Report
   
2. Geographical Report by Place of Performance Report
   
3. Geographical Report by Vendor Location Report
   
4. Funding Report
   
5. Local Area Set Aside Report
   
6. Small Business Achievements by Awarding Organization Report
   
7. Small Business Goaling Report
   
8. National Interest Action Report
   
9. Awards by Contractor Type Report
   
10. Contractor Search Report
    
11. Federal Contract Actions and Dollars Report
    
12. Trade Agreement Report
    
13. Buy American Act Place of Manufacture Report
    
14. Contract Detail Report
    
15. Bundled and Consolidated Contracts Report
    
16. Buying Through Government Acquisition Vehicles Report
    
17. Performance Based Acquisition Report
    
18. Purchase Card as Payment Method Report
    
19. Recycled Control Product Purchasing Data Report
    
20. Small Business Competitive Demonstration Program Report
    
21. Individual Data Item Oversight Tracker Report
    
22. Rerepresentation Eligible Action Report
    
23. Rerepresentation Report
    
24. Transfer Action Report
    
25. Competition Report
    
26. Competition Report by Dollars Obligated

• The previews and appendices of all the affected reports will be updated to reflect the modified WOSB (Women Owned Small Business) columns and additional columns in Award Detail.

• FPDS-NG will update the Ad-hoc Reports to include the new Vendor Flags under ‘Vendor Socio Economic Data’ category for ‘Attributes’.

• FPDS-NG will update the Ad-hoc Reports to display the additional values of “Type of Set Asides” to enable selection for ‘Filters’.

• The following documentation will be updated to reflect new Vendor Flags and Type of Set Aside values”:

1. User Manual
   
2. Data Dictionary for V 1.4
   
3. Data Validation Rules for V 1.4
   
4. Unification Document (for V 1.4)
   
5. Reporting manuals
   
6. Help Files

• FPDS-NG shall have a Data Management Fix to update all the Vendors that have the new WOSB flags in CCR.
• FPDS-NG shall have a Data Management Fix to update all the contracts that have the vendors with new WOSB flags to save the new flags.

• For the column "8(a) Procedures", "Type of Set Aside" on the DOs and the Part 13 BPA Calls will be considered when these awards reference V 1.4 BOAs and Part 13 BPAs respectively.
• These changes shall apply to Small Business Goaling and Small Business Achievements by Awarding Organization Reports.

• If an IDV has a Novation Mod too and the Mod of the Delivery Order references the Novation Mod of the IDV and base of the Delivery Order references the base of the IDV;

The Data Element "Contracting Officer’s Business Size Selection", "Contractor Name" (Version 1.3 and below) and "CCR Exception" should be propagated along with all the other vendor information from the IDV to the respective modification or base Delivery Order based on the "Date Signed" on 'Correct' or 'Approve' of the IDV.

• This functionality is applicable for BPA referencing FSS and Part 13 BPA Calls too.
• This functionality is applicable for all agencies and versions.