Release Notes - General Services Administration · Web viewGeneral Services Administration (GSA)...

Release Notes(Version 1.0)

ASSIST / FY17 Q3 Contract Payment Reporting Module (CPRM)

Enhancements Release

Federal Acquisition Service (FAS)

AAS Business Systems (AASBS)06/22/2017

Release Notes for GSA Users and Support Users

Software Version 16.26.1

Assisted Acquisition Service Release Notes v.16.26.1

Table of Contents1.0 Task Information................................................................................................................1

1.1 Task Client......................................................................................................................... 1

2.0 Task Requirements............................................................................................................1

2.1 Purpose............................................................................................................................. 1

2.2 CHG90069 – Search by Contract Number.........................................................................12.2.1 User Impact...............................................................................................................12.2.2 Impact to Workflow....................................................................................................12.2.3 Change Description...................................................................................................12.2.4 Interface Impact.........................................................................................................2

2.3 CHG98605 – CPRM Analyst Tool – FPDS-NG New Order Analysis Page........................22.3.1 User Impact...............................................................................................................22.3.2 Impact to Workflow....................................................................................................22.3.3 Change Description...................................................................................................32.3.4 Interface Impact.........................................................................................................6

2.4 CHG97486 – Enable ITSS DIRECT Orders to Push to CPRM..........................................62.4.1 User Impact...............................................................................................................62.4.2 Impact to Workflow....................................................................................................62.4.3 Change Description...................................................................................................72.4.4 Interface Impact.........................................................................................................7

3.0 Follow-On Support.............................................................................................................7

Table of FiguresFigure 1: Search for Order Data with Contract Number option.......................................................2Figure 2: Search for CAF Payment Data with Contract Number option..........................................2Figure 3: CPRM Analyst Tools Menu..............................................................................................4Figure 4: FPDS-NG New Order Data Analysis page......................................................................4Figure 5: FPDS-NG New Order Data Analysis, Insert or Reject.....................................................5Figure 6: FPDS-NG New Order Data Analysis, Potential Duplicate................................................6

ii


Revision HistoryDate Author Version Description

06/21/2017 Alice Hoff 1.0 Initial Version

iii


1.0 Task InformationTask Title: General Services Administration (GSA) ASSISTDocument Title: ASSIST – Contract Payment Reporting Module (CPRM) FY2017, Quarter 3 CPRM Enhancement Release - Release Notes

1.1 Task ClientGeneral Services Administration (GSA)Federal Acquisition Service (FAS)Office of the Chief Information Officer 2100 Crystal Drive, Rm. 11052 Arlington, VA 22202

2.0 Task Requirements

2.1 Purpose The purpose of this release is to update the CPRM with a set of enhancement, as follows:

CHG90069 – Search by Contract Number (Order Data Page, CAF Payment Search Page) CHG98605 – CPRM Analyst Tool – FPDS-NG New Order Analysis Page CHG97486 – Enable DIRECT orders to push to CPRM

2.2 CHG90069 – Search by Contract Number2.2.1 User Impact

CPRM o GSA CPRM users (CPRM ADMIN, PCO, QA, Read-only) o CPRM OCO users (GSA and Agency users)o CPRM Contractor users

2.2.2 Impact to WorkflowNone.

2.2.3 Change DescriptionThe Search for Order Data page, Search for CAF Payment Data page, and Search for Unreconciled CAF Payment Data pages have been re-designed. The new pages enable users to perform searches by providing a full or partial Contract Number, or to use the existing search criteria options, such as Order Number, Company, or Agency. In addition, the search pages have been updated to utilize a new, modern table grid and to include the Contract Number as a column in the search results.

As illustrated in Figure 1, on the Search for Order Data page, users have the ability to select the search criteria option from any of the options in the below bullet list, and to provide a full or partial entry in the accompanying text box.

Order Number Contract Number Company Agency Description

1


Figure 1: Search for Order Data with Contract Number optionAs illustrated in Figure 2, users have the ability to search on the Search for CAF Payment Data page or the Unreconciled CAF Payment Data page by selecting any of the following options and entering text in the accompanying text box:

Voucher Number Contract Number Company

Figure 2: Search for CAF Payment Data with Contract Number option2.2.4 Interface ImpactNone.

2.3 CHG98605 – CPRM Analyst Tool – FPDS-NG New Order Analysis Page2.3.1 User Impact

CPRM o GSA CPRM users (CPRM ADMIN, QA)


2


2.3.3 Change DescriptionCurrently, the CPRM has an interface to FPDS-NG whereby on a daily basis, CPRM retrieves original task order data and order modification data. In particular, the CPRM only queries for orders awarded on contracts supported in CPRM and where the contract family program office has ‘turned on’ the data feed. CPRM compares the FPDS-NG data to existing order and modification data in CPRM, as follows:

CASE 1. If the FPDS-NG order is for the original award and that order data IS NOT already reported in CPRM, then the system utilizes the FPDS-NG data to automatically insert the order data into CPRM.

CASE 2. If the FPDS-NG order is for the original award and that order data IS already reported in CPRM, then the system utilizes the FPDS-NG data to populate any null fields in CPRM for that order. The CPRM does not use the FPDS-NG data to over-write existing CPRM data.

CASE 3. If the FPDS-NG order is for an order modification and the original order IS reported in CPRM, but the order modification data IS NOT already reported in CPRM, then the system utilizes the FPDS-NG data to automatically insert the order modification data into CPRM.

CASE 4. If the FPDS-NG order is for an order modification and the original order IS reported in CPRM and the order modification data IS already reported in CPRM, then the system utilizes the FPDS-NG data to populate any null fields in CPRM for that order and modification.

CASE 5. If the FPDS-NG order is for an order modification and the original order IS reported in CPRM, but the modification award date and dollar value fields do not match the existing CPRM data for that modification number, then the system does not utilize the FPDS-NG modification data.

CASE 6. If the FPDS-NG order is for an order modification and the original order IS NOT reported in CPRM, then the system does not utilize the FPDS-NG modification data.

This change enhances the CPRM system by changing the processing logic for CASE 1 defined above. Rather than automatically inserting new original award data into CPRM, the system holds the FPDS-NG data and provides a method for GSA CPRM ADMIN users and GSA CPRM QA users to manually analyze all the new order data in order to determine if a new order should be inserted into CPRM or rejected from the list. This new feature provides GSA CPRM ADMIN or QA users with potential duplicate information that may exist between the FPDS-NG data and the CPRM data and enables the user to analyze the data.

Therefore, with this change, if the FPDS-NG order is for the original award and that order data IS NOT already reported in CPRM, then the system HOLDS the FPDS-NG data and presents it on the new CPRM FPDS-NG New Order Analysis page for GSA to manually analyze.

The user accesses the FPDS-NG New Order Analysis from the new ‘CPRM Analyst Tools’ menu option, as depicted in Figure 3.

3


Figure 3: CPRM Analyst Tools MenuUpon accessing the page, the FPDS-NG New Order Data Analysis page is displayed as illustrated in Figure 4.

Figure 4: FPDS-NG New Order Data Analysis pageThe user selects a single contract family and clicks Search. The system loads all the new FPDS-NG orders for the selected Contract Family that are in a HOLD status onto the page for evaluation. The user has the ability to determine if they wish to insert the order into the CPRM data set or to reject the order such that it is not inserted into the CPRM dataset and not presented on this analysis page in the future. Upon making at least one insert or reject selection, the Submit button is enabled and the user can save their selections. The page is illustrated in Figure 5.

4


Figure 5: FPDS-NG New Order Data Analysis, Insert or RejectIn addition to manually evaluating each order data record, the system provides information on potential duplicates with data already in CPRM. When the CPRM processing job performs the original matching logic, the system compares the CPRM order number and contract number to the FPDS-NG order ID and referenced IDV PIID and does so by first removing any hyphens or extraneous leading characters. The process identifies most valid matches, but it is a conservative approach. Sometimes an order data record in CPRM is slightly different from the way the record was entered into FPDS-NG. For example, an order number may be reported as ‘123ABC’ in CPRM, but in FPDS-NG an order with the same award date and award amount is reported with order number ‘123ABD’. Since the order number value is different, the system does not automatically identify it as a match and instead will present it as a potential match for a user to evaluate manually.

All potential matches are identified with a + icon in the row at the left-most column of the table. The user clicks the + icon to expose the potential duplicate data in CPRM. The user has the ability to examine the potential duplicate to determine if it is indeed a duplicate or if the two records are truly different. Depending on the analysis, the user has the ability to insert or reject the FPDS-NG record. In the case that the CPRM data record should be updated to match the FPDS-NG record, the user may click on the CPRM Order Number hyperlink to open the order and edit the order number. Potential duplicate data is illustrated in Figure 6.

5


Figure 6: FPDS-NG New Order Data Analysis, Potential DuplicateIn addition to the FPDS-NG New Order Data Analysis page, this change enhances the Order Data page, as follows:

If a user manually enters an order into CPRM with an order number that matches an FPDS-NG order record in HOLD status, the system will automatically associate the FPDS-NG record to the new CPRM record and populate any null fields on the CPRM Order Data form.

If a user attempts to save a new order number in CPRM that is a duplicate of an existing order number after stripping out the hyphens on either side of the comparison, the system will prevent the new entry as a duplicate. Hyphens in an order number are no longer considered when validating duplicate entries.

2.3.4 Interface ImpactThe CPRM-FPDS-NG Interface has been updated to hold new orders retrieved from FPDS-NG rather than automatically inserting these records.

2.4 CHG97486 – Enable ITSS DIRECT Orders to Push to CPRM2.4.1 User Impact

CPRM o GSA CPRM users (CPRM ADMIN, PCO, QA, Read-only) o CPRM OCO users (GSA)o CPRM Contractor users


6


2.4.3 Change DescriptionCurrently, when regular, reimbursable task orders are awarded in ITSS on contracts that are supported in CPRM, the task order award data is pushed automatically to CPRM. However, if the order in ITSS is funded directly by the GSA’s client, then the existing logic does not automatically populate the award data in CPRM.

This change updates the ITSS – CPRM interface logic so that ITSS Direct Funded orders awarded on contracts supported in CPRM are automatically pushed into CPRM. The new interface logic runs on an hourly schedule to identify any new Direct Funded original order awards and modification awards. When new orders or modifications are found, the system populates the data into CPRM.

2.4.4 Interface ImpactUpdate to the ITSS-CPRM Interface logic to include ITSS DIRECT orders.

3.0 Follow-On SupportIf assistance is needed with an AASBS Business System, users are encouraged to contact 1 (877) 472-4877, [email protected].

7


APPENDIX A. Glossary

Term Definition

AASBS Assisted Acquisition Services – Business Systems

ADMIN A role in the CPRM for a GSA user who performs the function of the Administrator of the system. This is a ‘super user’ type role.

BIRT Business Intelligence Reporting Tool

BMO Building Maintenance and Operations

CAF Contract Access Fee

CODB Common Oracle Database

CPRM Contract Payment Reporting Module

FPDS-NG Federal Procurement Data System – Next Generation

GSA General Services Administration

HCaTS Human Capital and Training Solutions

OCO Ordering Contracting Officer, also a role in the CPRM for a GSA user who performs the function of the OCO or a client user who performs the function of an OCO

PCO Procuring Contracting Officer, also a role in the CPRM for a GSA user who performs the function of the PCO

QA A role in the CPRM for a GSA user who performs the function of Quality Assurance in the system.

1

Release Notes - General Services Administration · Web viewGeneral Services Administration (GSA)...

Documents

Transcript of Release Notes - General Services Administration · Web viewGeneral Services Administration (GSA)...