8(a) STARS Subcontracting Report Instructions

1. 8(a) STARS Subcontracting Report Instructions

2. 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.

3. ABCXYZ Company In the “Contractor Name” space, insert your company name. Enter it only once, it will copy forward automatically.

4. ABCXYZ Company GS-06F-0xxxZ 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.

5. ABCXYZ Company GS-06F-0xxxZ The reporting period is filled in for you. *NOTE* You must submit a report even if you do not have any sales!!

6. ABCXYZ Company GS-06F-0xxxZ TEST123 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.”

7. ABCXYZ Company GS-06F-0xxxZ Select the functional area from the pull-down menu.

8. *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.

9. 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.

10. 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.

11. *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.

12. 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.

13. 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.”

14. 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.

15. *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.

16. ABCXYZ Company GS-06F-0xxxZ The Cumulative Percentage of Task Order Work Subcontracted will automatically calculate.

17. ABCXYZ Company GS-06F-0xxxZ Enter another task order here and repeat the steps for completing each column.

18. 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 8a@gsa.gov.

19. ABCXYZ Company GS-06F-0xxxZ This section automatically calculates the percentage of all work subcontracted.

20. ABCXYZ Company GS-06F-0xxxZ Enter the current date. Enter it only once, it will copy forward automatically. Enter the contract manager’s name only once, it will copy forward automatically. John Doe 12/15/2006

21. 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. 12/15/2006 John Doe Jane Smith

22. ABCXYZ Company GS-06F-0xxxZ *NOTE* The contract manager is responsible for the completeness and accuracy of the data submitted in the Subcontracting Report. 12/15/2006 John Doe Jane Smith

23. ABCXYZ Company GS-06F-0xxxZ 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 8a@gsa.gov or aletha.pelham@gsa.gov. If you have questions after viewing this tutorial, please email the questions to 8a@gsa.gov. 12/15/2006 John Doe Jane Smith

24. 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 8a@gsa.gov or aletha.pelham@gsa.gov. If you have questions after viewing this tutorial, please email the questions to 8a@gsa.gov.