Perform Small Business Classifications Usage Actual Calcualtion

Explanation

eSRS reporting provides the government an insight of how its contracting money are being distributed among small and disadvantaged businesses. This authoritative source of subcontracting information provides government users the ability to generate reports and creates higher visibility and increased transparency into subcontracting accomplishments across the government. According to eSRS reporting for a Defense Contract Order, it is a requirement to find the actual subcontracting cost distribution among different Small Business Classifications and compare with the Small Business Goals. The actual calculation and the comparison with goals is performed at Small Business Classifications Usage Analysis page. The actual calculation is done for the Defense Contract Order over the analysis period set in the Small Business Classifications Usage Analysis page. To perform the actual calculation, there should be a set of completed prerequisites which are explained under prerequisites section. As a summary the Small Business Classification Codes should be connected to the suppliers, primary suppliers should be defined to the purchase components, part cost should be calculated for cost set 3 ,Defense Contract Order Items should be created including the ordering periods, Project must be connected to the Defense Contract Order and project activities must be connected to the Defense Contract Order items. When above mentioned prerequisites are completed, then user can perform the actual calculation at Small Business Classifications Usage Analysis page using the Calculate Actuals command.

During the actual calculation, the system will check three main areas to find the actual results.

  1. Purchase Orders which have status released or above where need date is within the analysis period. Also, these purchase orders must have the connection to the project activities which are connected to the Defense Contract Order Items.
  2. Inventory Transactions within the period to find the components which are transferred to the Project Inventory. Here also it considers the project inventories of the project activities which are connected to the Defense Contract Order Items.
  3. Shop order issue transactions of the project activity connected shop orders within the period to find the components issued form the Standard Inventory.

From the purchase order lines, inventory transactions and Shop order Issue transactions, the system identifies the components and the quantities which are required for the actual calculation.

  1. Components from the purchase order lines, the cost and the supplier information are taken from itself. The Small Business Classification Codes are identified from the supplier and actual purchase cost is summarized against each classification code.
  2. Components and quantities identified using Inventory Transactions and Shop Order Issue Transactions, the system go to the cost set 3 records and identifies all the purchase components in the structure and the costs as well. For the purchase components, the primary supplier is considered for the Small Business Classification codes. As part, quantity, cost, supplier, and the classification codes are identified, then the cost is summed up against each classification code.
  3. Calculations done for components from purchase order lines, inventory transactions and shop order transactions are summed together to show the actual result in the analysis page.

The actual result is mainly divided as Large and Small and the summation of the Large and Small actual results percentages should be equal to 100%. Other than that, there are classification codes which are the sub classifications of the Small category. For the sub classifications, the summation need not to be 100%.

Eg: Small Business Classifications Usage Actual Results

Business Classification Code Actual Amount Actual Percentage of total subcontract awards
LARGE  10000 25%
SMALL 30000 75%
WOSB 20000 50%
VOSB 30000 75%

Once the actual calculation is done, then it is possible to compare the actual result and the goals. Other than that, the actual result is displayed as a percentage of Total Contract Value set in Small Business Goals and Reporting page.

Prerequisites

System Effects

As a result of this activity: