8(a) stars subcontracting report instructions. based on the results of the business partner...
TRANSCRIPT
8(a) STARS
Subcontracting Report
Instructions
Based on the results of the Business Partner Satisfaction survey, we have automated the Subcontracting Report. While this version looks different, the information collected is the same. This version is an interim solution while we work to get online reporting capability.
The current required report format is available in the contract library on the 8(a) STARS website – www.gsa.gov/8astars
The instructions given in this tutorial will be given in text form at the end of the session.
ABCXYZ Company
In the “Contractor Name” space, insert your company name. Enter it only once, it will copy forward automatically.
In the “8(a) STARS Contract Number” space, insert your contract number. It is “GS-06F-0xxxZ.” Please fill in the “xxx” with your contract number. Enter it only once, it will copy forward automatically.
GS-06F-0xxxZ
ABCXYZ Company
GS-06F-0xxxZ
ABCXYZ Company
*NOTE* You must submit a report even if you do not have any sales!!
The reporting period is filled in for you.
ABCXYZ Company
GS-06F-0xxxZ
Enter a task order number in Column A. This number should be on the front of the task order award form. If you have no sales, enter “no activity.”
TEST123
ABCXYZ Company
GS-06F-0xxxZ
Select the functional area from the pull-down menu.
*NOTE* You must submit a report for each functional area. If you have no sales in a functional area, enter “No activity” in Column A and select the functional area from the pull-down menu in Column B. For each functional area, use a different section. Scroll down for additional sections.
ABCXYZ Company
GS-06F-0xxxZ
Enter the cumulative amount of the task order that has been funded. If you have a task that is being funded incrementally, only enter the amount that has been obligated. *Remember, cumulative means from task order award (regardless of report period awarded) through end of current reporting period.
ABCXYZ Company
GS-06F-0xxxZ
Enter the cumulative dollar value of work completed on the task. *Remember, cumulative means from task order award (regardless of report period awarded) through end of current reporting period.
*NOTE* You will get an ERROR message like this if the dollar value completed is greater than the amount funded. Please review your entry and correct as necessary.
ABCXYZ Company
GS-06F-0xxxZ
Select “Yes” or “No” from the pull-down box. “Yes” if the task order has been completed or “No” if it has not.
ABCXYZ Company
GS-06F-0xxxZ
Enter the name of the subcontractor for this task. If you have more than one subcontractor, enter one name on each line. If you have no subcontractor on the task, enter “None.”
ABCXYZ Company
GS-06F-0xxxZ
Enter the cumulative dollar value of work subcontracted for this task order. Again, if you have multiple subcontractors, enter an amount for each subcontractor on a different line.
*NOTE* You will get an ERROR if the total dollar value of work subcontracted is greater than the cumulative value of the work completed. Please review your entry and correct as necessary.
ABCXYZ Company
GS-06F-0xxxZ
The Cumulative Percentage of Task Order Work Subcontracted will automatically calculate.
ABCXYZ Company
GS-06F-0xxxZ
Enter another task order here and repeat the steps for completing each column.
ABCXYZ Company
GS-06F-0xxxZ
*NOTE* Each section is for one task order. Use as many sections as needed. Scroll down for additional sections. There are 50 sections; therefore, up to 50 task orders can be reported. If you need additional sections, please send a request to [email protected].
ABCXYZ Company
GS-06F-0xxxZ
This section automatically calculates the percentage of all work subcontracted.
ABCXYZ Company
GS-06F-0xxxZ
Enter the contract manager’s name only once, it will copy forward automatically.
Enter the current date. Enter it only once, it will copy forward automatically.
John Doe 12/15/2006
ABCXYZ Company
GS-06F-0xxxZ
If someone other than the contract manager is submitting the report, enter his/her name here. It will copy forward automatically.
John Doe 12/15/2006
Jane Smith
ABCXYZ Company
GS-06F-0xxxZ
John Doe 12/15/2006
Jane Smith
*NOTE* The contract manager is responsible for the completeness and accuracy of the data submitted in the Subcontracting Report.
ABCXYZ Company
GS-06F-0xxxZ
John Doe 12/15/2006
Jane Smith
Remember, the report is due 30 days after the end of the report period – June 30 or December 30. Once you have completed the report, save the Excel file as your contract number and report date (example: GS-06F-0xxxZ Dec 06). After you have saved it, email the report to [email protected] or [email protected]. If you have questions after viewing this tutorial, please email the questions to [email protected].
Step by Step Instructions
• The current required report format is available in the contract library on the 8(a) STARS website – www.gsa.gov/8astars
• Contractor Name: Insert your company name. Enter it only once, it will copy forward automatically.
• 8(a) STARS Contract Number: Insert your contract number. It will be “GS-06F-0xxxZ.” Please fill in the “xxx” with your contract number. Enter it only once, it will copy forward automatically.
• Reporting Period: The reporting period is filled in for you.
• Column A: Enter the task order number. This number should be on the front of the task order award form. If you have no activity, enter “no activity.” *NOTE* You must submit a report for each functional area. If you have no sales in a functional area, enter “No activity” in Column A and select the functional area from the pull-down menu in Column B. For each functional area, use a different section. Scroll down for additional sections. Each section is for one task order. Use as many sections as needed.
• Column B: Select the functional area from the pull-down menu.
• Column C: Enter the cumulative amount of the task order that has been funded. If you have a task that is being funded incrementally, only enter the amount that has been obligated. ****Remember, cumulative means from task order award (regardless of report period awarded) through end of current reporting period.
•Column D: Enter the cumulative dollar value of work completed on the task. ****Remember, cumulative means from task order award (regardless of report period awarded) through end of current reporting period.
• Column E: Select “Yes” or “No” from the pull-down menu. If the task order has been completed, select “Yes” or “No” if it has not.
• Column F: Enter the name the subcontractor for this task. If you have more than one subcontractor, enter one name on each line. If you have no subcontractor on the task, enter “None.”
• Column H: The Cumulative Percentage of Task Order Work Subcontracted will automatically calculate.
• Column G: Enter the cumulative dollar value of work subcontracted for this task order. Again, if you have multiple subcontractors, enter an amount for each subcontractor on a different line.
• Contract Manager Name: Please enter the contract manager’s name. Enter it only once, it will copy forward automatically. *NOTE* The contract manager is responsible for the completeness and accuracy of the data submitted in the Subcontracting Report.
• Submitted by (if other than CM): Please enter the person’s name. Enter it only once, it will copy forward automatically.
• Date: Enter the current date.
• Remember, the report is due 30 days after the end of the report period – June 30 or December 30. Once you have completed the report, save the Excel file as your contract number and report date (example: GS-06F-0xxxZ Dec 06). After you have saved it, email the report to [email protected] or [email protected]. If you have questions after viewing this tutorial, please email the questions to [email protected].