UNCLASSIFIED//FOUO

UNCLASSIFIED//FOUO

Timothy Addison

ODNI AT&F SPE Office

703-275-3269

IC eSRS

Orientation

March 2017

1

Assistant Director of National Intelligence for Acquisition, Technology & Facilities

UNCLASSIFIED//FOUO

UNCLASSIFIED//FOUO

Agenda

• IC eSRS Background

• Current Core Capabilities

• 2017 Development Areas

• Future Roadmap

2

Assistant Director of National Intelligence for Acquisition, Technology & Facilities

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UNCLASSIFIED//FOUO

Background

3

• Each Agency’s Office of Small Business Programs

(OSBP) is required to establish, monitor, and

report their subcontracting results as mandated

by Section 8(d) of the Small Business Act (15 U.S.C.

637(d)) and FAR Subpart 19.7 The monitoring of the

subcontracting achievements is a team effort by the

CO/PM/OSBP.

• The Individual Subcontract Report (ISR) (formally

SF294) is the contractor’s required report for

subcontracts awarded to Small and Disadvantaged

Businesses under a subcontracting plan FAR Clause

52.219-9 and Agency supplements.

• The electronic Subcontractor Reporting System

(eSRS) at https://esrs.com/ collects the FAR

required reporting for most of the government and

pulls data from FPDS-NG. This will not work for

the IC.

Assistant Director of National Intelligence for Acquisition, Technology & Facilities

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Background cont.

4

• In 2010 NGA started a pilot leading to IC eSRS v1.0

hosted at the NRO ARC in 2011. It used a PDF file

input and manual data input to a database for report

generation all on the high side.

• On 30Jun14 NRO moved to ARC 2.0 and shut down

ARC 1.0. The v1.0 system would not run in the ARC

2.0 environment and the next round of ISRs were due

1Nov14.

• On 19Sep14 IC eSRS v2.0 achieved IOC, providing

a web based capability on the low side for ISR input.

This was a crash effort started 1Aug14 and continued

in an agile development until 31Jul15.

Assistant Director of National Intelligence for Acquisition, Technology & Facilities

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UNCLASSIFIED//FOUO

Background cont.

• DIA directed their contractors to begin

reporting ISRs in IC eSRS on 21Aug15

• Daily data movement low to high now

occurring

• FY16 funding on contract to provide

development and problem resolution.

• The IC contractors can now enter ISR reports

into the IC eSRS on the low or high side but

data is maintained only on the high side for

security and to integrate classified contract

data. Improvements to the government and

helpdesk functionality continue in 2017.

5

Assistant Director of National Intelligence for Acquisition, Technology & Facilities

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UNCLASSIFIED//FOUO

Current Core Capabilities

Contractors may enter data on the

low side.

Any low side input is moved to the

high side database and accessible

for Contractor updates/corrections

and Govt. review, acceptance, and

consolidation for Agency reporting

requirements

Workflow focus is on the contractor

providing electronic data to the

government vs. hard copy

The government does electronic

review and report creation vs.

manual entry for consolidated

information

6

Assistant Director of National Intelligence for Acquisition, Technology & Facilities

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UNCLASSIFIED//FOUO

Login

• After registering access is by:

– High side uses your browser PKI

• Be sure to pick the same PKI used to

register if you have more than one

– Low side uses your user name and

password but initially asks for PKI

• Hit cancel on the PKI request to get to

name and password

7

Assistant Director of National Intelligence for Acquisition, Technology & Facilities

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UNCLASSIFIED//FOUO

Start Page (High Side only)

Access to data is user specific

Contractor sees their company

data controlled by DUNS

association

Agency Super Users see Agency

status and all Agency contracts

A Contracting Officer or Gov

POC accesses only their

assigned contracts

Links to Reporting Contract Tree,

Quick Reports, and Data Export

Specific areas to work in the

Alerts section

Statistics to keep track of

progress

8

Assistant Director of National Intelligence for Acquisition, Technology & Facilities

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UNCLASSIFIED//FOUO

Reporting - Contract Tree

The Tree Interface provides an instant view into the status of reports

and goals (color coded icons)

• Report status includes:– Low or High side Input at original contract establishment

– Empty/ Draft / Submitted/ Accepted/ Rejected/ Contract Details color coded

9

Number of

contracts in

the view

Assistant Director of National Intelligence for Acquisition, Technology & Facilities

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Reporting - Contract Tree cont.

Low to High data Integration, ISR information kept only on the high

side

Three primary input and reviewing screens, Details, Goals, Reports

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Example

Assistant Director of National Intelligence for Acquisition, Technology & Facilities

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Details – Basic Contract Data

Start a new contract

Data may be input from

either low or high side; but if

started on the high, access

is only from the high

Link to Prime Contract

Contractor establishes the

contract or subcontract

Inputs basic data

Contract start date and

period of performance by

option

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Assistant Director of National Intelligence for Acquisition, Technology & Facilities

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UNCLASSIFIED//FOUO

Details – Extended Information

Users can add notes to reviewers and future COs

Contracts are given a classification.

Reports are portion marked

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Details - Flexible Workflow

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Contractor creates Gov Contracting Officer (CO) POC recordCO can assign people (POCs) or groups to review reports before final acceptance

or to comply with agency policy requirements Contract unique workflow

POCs are maintained for historical reference

POCs can add reviewer’s notes

Contractor and Agency can put contact information into contract details

Able to move within a contract

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Goals - Entry

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Goals are entered as $’s then % is calculated and is just for the period

Goal data is integrated into ISR screens, summary reports and metrics

Includes similar workflow (pending/accepted) as ISR

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Reports - ISR Report Interface

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Simple accordion design to handle a lot of data in a small space

Color coding for quick identification of target areas

Sequenced report display so latest report for each period on top

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Reports - ISR Workflow

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Log of accept / reject status

Reports are Pending / Accepted / Rejected

Provides workflow for Government administrators to easily manage

the reporting process and provide reports on progress

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Reports - ISR Entry

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Low and High side entry

Save Draft ability

Remarks block, must be used if

data is all zeros

Low Only:

To correct data the entire sheet

must be refilled and submitted

High Only:

Correction of an individual cell

ISR format with auto calculation

of % values to eliminate error

and allow summation of multiple

ISRs

Auto populates goals from

inception to current period from

Goals input page

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Quick Reports

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Custom reports based on company, NAICS, State, and more

Multiple report options

Report data based on the user permissions

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Proactive Monitoring

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Target efforts to contracts that need attention

Clicking on View opens that ISR

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Individual ISR

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The ISR Print View also allows

Export to Excel

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Summary Reporting

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Portion marked

Print from the screen

Download as a PDF

Export to Excel

Export as a ‘Rich

Text Format’ for Word

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View Data

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Full record of an ISR in each row for an Excel data dump

To allow even more custom reports or a capture of the database

Creates a file 65 columns wide for each record

Different views depending on user permissions

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Administration

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User Account management

POC Title management

Profile management

Additional functions still in development

Classification options management

Permissions model

Delete Contract

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2017 Development Areas

Assistant Director of National Intelligence for Acquisition, Technology & Facilities 24

• Update Core Operating Software

• Fix Identified Problems

• Report Queries

• E-Mail Notification Management

• Improve Helpdesk Tools

• Improve Navigation and Ease of Use

• Link to Contract Writing Systems

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25

Roadmap to Success

Previously done via paper is now done through web based means in a classified environment.

Supporting the IC as a shared resource tomeet classified contract reporting requirements.

Original Manual paper based process

NGA initially developed a proof of concept in 2010

Began improvements in 2014 to expand the capability

Automated reports to

help govt manage

existing contracts and

ensure goals are

achieved proactively.

Automated interface

to the contract writing

Present FuturePast

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Assistant Director of National Intelligence for Acquisition, Technology & Facilities 26

Low side URL:

https://icesrs.westfields.net

High side URL:

https://icesrs.nro.ic.gov/default.aspx