Attachment I-26 4 (Business Rules-PR).pdf

National Aeronautics and Space Administration

NSSC ServiceNow – PR - Training Metrics and Utilization

3.3.1.1 Federal Acquisition Certification in Contracting

(FAC-C) Program

Document Version V.2

Date Last Modified 10/01/2020

Reference: Contract Attachment I-26 Business Rules

NASA Shared Services Center Building 1111, Jerry Hlass Road Stennis Space Center, MS 39529

ServiceNow Requirements NASA Shared Services Center

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OVERVIEW:

Brief Description:

Each month, NSSC SP Procurement – 1102 FAC-C reports the number of application assistance completed by NASA Center. The actions include 1102 FAC-C applications. Additionally, the report includes cumulative totals reported for the fiscal year beginning Oct 1st through Sep 30th by NASA Center.

The following ServiceNow Business Rules outline the requirements in order to process the report data requirements and also provides the supporting information/documentation for validation/verification purposes which allow for:

The following ServiceNow Business Rules outline the requirements in order to process the report data requirements and also provides the supporting information/documentation for validation/verification purposes which allow for:

Metrics – PR-Procurement Training - PR – GS-1102 Training Program Packages Prepared on Time (I-3 3.3.1.1) Utilization - PR-Procurement Training - PR – GS-1102 Packages Prepared On Time – 95% Performance Analytics - PR – GS-1102 Trainng Program Packages Prepared on Time (I-3 3.3.1.1)

Note: See Appendix A – Work Instructions

If applicable:

If this is being updated as the result of a Change, please provide the following information:

Effective Date of Change: TBD

Description of Change: The NSSC no longer processes 1102 and FAC-C Packages but does have applicable roles and responsibilities to create and complete posting of NASA sponsored SATERN Courses

Contract Modification: NexGen Attachment J1 PWS - 3.3.1.1 Federal Acquisition Certification in Contracting (FAC-C)

Impact to existing Metrics/Utilization/Transactions: Minimal impact

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REPORTING SUMMARY :

Suggested Report Title for Metric and Utilization:

I.3_FA_PWS Element_Metric: N/A

Global Setting:

Y/N

Yes

Functional Area: Procurement

PWS Section: I.1 - 3.3.1.1 Federal Acquisition Certification in Contracting (FAC-C) Performance Area:

P & U - Internal - PR Dashboard - Training

SO/SME

TYPE:

SLI/PM/OTHER

N/A

Dependencies or impacts on other Areas/ Functional Areas:

N/A

I-3 Reportable Yes Contract Modification

TBD

SN Story Number/Date Submitted

SNow User SNow User STRY0309235 dated 3/2/18

SN PA Story/Date Submitted

Approval – CS/SP Metrics Team Review

Metric I-3

3.3.1.1 - 95% of FAC-C applications data shall be accurately updated in Agency FAC-C electronic record within 10 business days of notice of employee data changes.

Tech Doc Location/Date Archived

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ServiceNow Data – Metric Definition Template Metrics and Utilization

Category: ‘FAC-C Program’;

SubCategory: ‘CONTINUOUS LEARNING HOURS’ or ‘COURSE REGISTRATION’ or ‘OTHER’ or ‘RECERTIFICATION’;

STATUS: ‘Closed Complete’ and NOT ‘Cancelled’;

Days in WIP: Count number of Status = ‘Work in Progress’ days minus ‘Pending’ days to ‘Closed Complete’ date;

Start Condition: Upon PRC Ticket is ‘Created’ with SubCategory = ‘CONTINUOUS LEARNING HOURS’ or ‘COURSE REGISTRATION’ or ‘OTHER’ or ‘RECERTIFICATION’ and Status = ‘Work in Progress’;

Pause Condition: When Status = ‘Pending’;

FD Form: ‘PR – FAC’;

End Condition: Where FD Selection FAC-C tab checkbox(es) are checked with auto-date stamp for ‘FAC-C Course Registration’ and/or ‘FAC-C Course Coordination’ and/or ‘FAC-C CON/CLP Training Course’ and/or ‘FAC-C CON/CLP Course Participant’ and PRC Ticket Status = ‘Closed Complete’;

End Condition: PRC Ticket Status = ‘Closed Complete’ and NOT ‘Cancelled’;

Exclusion Criteria: PRC is NOT ‘Cancelled’ or ‘Closed Incomplete’;

Met Criteria: Completed within 10 business days after Customer submits request for assistance (PRC ticket Create);

SLA: 95% Met

Report: ‘FAC-C PRC’ Assistance Ticket Completed on Time shows a stacked bar chart by Center (Location) filter condition created on last month (between first and last day of month)

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REPORT REQUIREMENTS: METRICS AND UTILIZATION

Name of Report

Report Content

Category: ‘FAC-C Program’;

SubCategory: ‘CONTINUOUS LEARNING HOURS’ or ‘COURSE REGISTRATION’ or ‘OTHER’ or ‘RECERTIFICATION’;

STATUS: ‘Closed Complete’ and NOT ‘Cancelled’;

Days in WIP: Count number of Status = ‘Work in Progress’ days minus ‘Pending’ days to ‘Closed Complete’ date;

Start Condition: Upon PRC Ticket is ‘Created’ with SubCategory = ‘CONTINUOUS LEARNING HOURS’ or ‘COURSE REGISTRATION’ or

‘OTHER’

or ‘RECERTIFICATION’ and Status = ‘Work in Progress’;

Pause Condition: When Status = ‘Pending’;

FD Form: ‘PR – FAC’;

End Condition: Where FD Selection FAC-C tab checkbox(es) are checked with auto-date stamp for ‘FAC-C Course Registration’ and/or ‘FAC-C Course Coordination’ and/or ‘FAC-C CON/CLP Training Course’ and/or ‘FAC-C CON/CLP Course Participant’ and PRC Ticket Status = ‘Closed Complete’;

End Condition: PRC Ticket Status = ‘Closed Complete’ and NOT ‘Cancelled’;

Exclusion Criteria: PRC is NOT ‘Cancelled’ or ‘Closed Incomplete’;

Met Criteria: Completed within 10 business days after Customer submits request for assistance (PRC ticket Create);

SLA: 95% Met Report: ‘FAC-C PRC’ Assistance Ticket Completed on Time shows a stacked bar chart by Center (Location) filter condition created on last month (between first and last day of month) Days in WIP Closed Assignment Group Assigned to Short Description Work Notes FD Form - FAC-C tab

Input Parameters

1) Category = ‘FAC-C Program’

2) SubCategory = ‘CONTINUOUS LEARNING HOURS’ or ‘COURSE REGISTRATION’ or ‘OTHER’ or ‘RECERTIFICATION’

3) Location = Center Abbrev.

4) Contact = ‘Customer’

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5) Created = Date Ticket Created

6) Status = ‘Closed Complete’

7) Closed = Date Ticket Status = ‘Closed Complete’

8) Number of Days = Days in WIP (Work in Progress)

9) Assignment Group = ‘PR – FAC-C L2’

10) Short Description = Brief Description of Assistance provided to Customer

11) Work Notes = More In-depth Description of Assistance provided to Customer

12) FD Form – FAC-C tab where checkbox(es) are checked for type of assistance provided

Output Parameters

P&U Training Stoplight Scores Monthly – PR – GS-1102 Packages Prepared On Time – 95% Reflects greenlight scores if met Metrics and redlight if not met.

PR-Procurement Training – P&U and Performance Analytics - PR – GS-1102 Trainng Program Packages Prepared on Time (I-3 3.3.1.1) counts by month.

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Performance Analytics

Story Dependency: Metrics and Utilization Story Number Name of Report: PR – GS-1102 Trainng Program Packages Prepared on Time (I-3 3.3.1.1)Placement / Location: on the Internal and External dashboards

Internal Dashboard Name: P & U - Internal - PR Dashboard Dashboard Group: PR Dashboard Tab: Training

External2 – N/A Dashboard Name:

Dashboard Group:

Dashboard Tab:

Data Source Table

Name of Analytic on Internal Dashboard: PR – GS-1102 Trainng Program Packages Prepared on Time (I-3 3.3.1.1) Name of Analytic on External Dashboard: N/A

Dates to show trend: Created on Last Month

Frequency: Monthly

SLI Formula: 95% of Application Packages processed within 10 days WIP.

Met:

Not/Met:

Conditions:

Definition Name

SLI or PM Percentage Calculation:

If the metric calculation is => 95%, PM is met If the metric calculation is < 95%, the PM is not met Stoplight is displayed at the top of the top of the Analytic

Type of Visualization:

Bar Graph – Displays Count for the Month Y-axis should show the percentage on the left and the counts on the right Breakdown: Center & Met/Not Met Add a threshold line (for the SLI) Hover Over Information: - SLI or PM definition

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APPENDIX A: PROCESS WORK INSTRUCTIONS

1. In the ‘Procurement Case’ (PRC Number Ticket), complete the fields as follows (note that * means required field):

1) *Customer – change to the person’s name you are assisting. Don’t forget to check which Center they are from so you choose the correct person. For example, John Smith may have a large number of variations and same middle initial;

2) Contact – should be same as the *Customer;

3) Location – NASA Center they are located/employed (this field should auto-populate from the *Customer field but if not, make sure you choose the correct Center);

4) *Category – choose ‘FAC-C Program’ (includes 1102) used in this example or ‘FAC-COR Program’;

5) *SubCategory – choose 1 of 8 for the type of assistance you are providing from the drop-down – for this example we chose ‘CONTINUOUS LEARNING

HOURS’:

6) *Assignment Group – Choose ‘PR – FAC C L2’ for Category = FAC C Program or ‘PR – FAC COR L2’ for Category = FAC COR Program;

7) Assigned to – Your Name;

8) *Short Description – place a brief description of what you are assisting the customer with;

9) Description – not required, but you can also copy and paste the *Short Description in this field;

10) Additional Comments – not required;

11) * Work notes - copy and paste the *Short Description along with additional information to further identify what was done for the customer;

12) FD Selection – choose ‘PR – FAC’ from the drop-down;

13) Status – change to ‘Pending’ if waiting on information and ‘Work in Progress’ if working the request; when all has been completed, change Status to ‘Closed Complete’;

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14) Choose ‘Create FD’ button at lower left bottom of ticket or upper-right hand corner to create the Functional Detail tab;

2. After choosing ‘Create FD’, on the ‘FAC-C’ tab select the appropriate reason:

3. Attach any emails or documentation to the ticket by clicking on the ‘paper clip’ in the upper right hand corner of the ticket, then on Attachments, choose ‘Choose Files’:

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4. File name: Place email or document on your desktop after naming appropriately and choose ‘Open’:

You will receive a message that the file was attached to the ticket, on the ‘esd.nasa.gov says’ choose ‘OK’ and choose ‘Download All’;

5. Once the file has been downloaded, th in ‘Pending’ or ‘Work in Progress’, make sure that when completed, you change the Status to ‘Closed Complete’;

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6. The previous example was for FAC-C assistance request, so follow the same steps as in 1 – 3 (including all the fields completed) with the exception that you will choose Category = ‘FAC-COR Program’ and choose ‘Create FD’:

7. After choosing ‘Create FD’, on the FAC-COR tab select the appropriate reason, attach any emails or documentation to the ticket and choose ‘Save’; remember to go back to the PRC ticket ‘Status’ to update keep in ‘Pending’ if incomplete, ‘Work in Progress’ if you are able to work the ticket or ‘Closed Complete’:

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APPENDIX B: SERVICE NOW USER STORIES

NSSC ServiceNow – PR - Training Metrics and Utilization

Federal Acquisition Certification for Contracting Officer’s Representative (FAC- COR) Program

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Brief Description:

Each month, NSSC SP Procurement –FAC-COR reports the number of application assistance completed by NASA Center. The actions include FAC-COR applications. Additionally, the report includes cumulative totals reported for the fiscal year beginning Oct 1st through Sep 30th by NASA Center.

The following ServiceNow Business Rules outline the requirements in order to process the report data requirements and also provides the supporting information/documentation for validation/verification purposes which allow for:

The following ServiceNow Business Rules outline the requirements in order to process the report data requirements and also provides the supporting information/documentation for validation/verification purposes which allow for:

Metrics – PR-Procurement Training - FAC-COR Program Course Completion Packages Completed on Time (I-3 3.3.1.2) Utilization - PR-Procurement Training - FAC-COR Program Course Completion Packages Completed on Time (I-3 3.3.1.2) Performance Analytics - PR - FAC-COR - Course Package Completed on Time - 95%

Note: See Appendix A – Work Instructions

If applicable:

If this is being updated as the result of a Change, please provide the following information:

Effective Date of Change: TBD

Description of Change: The NSSC no longer processes FAC-COR Packages, but does complete posting of COR Certification upon completion of a COR Basic Training Course

Contract Modification: NexGen Attachment I1 PWS - 3.3.1.2 Federal Acquisition Certification for Contracting Officer’s Representative (FAC- COR) Program

Impact to existing Metrics/Utilization/Transactions: Minimal impact

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Suggested Report Title for Metric and Utilization:

I.3_FA_PWS Element_Metric: N/A

Global Setting:

Y/N

Yes

Functional Area: Procurement

PWS Section:

I.1 - 3.3.1.2 Federal Acquisition Certification for Contracting Officer’s Representative (FAC- COR) Program

Performance Area:

P & U - Internal - PR Dashboard - Training

SO/SME

TYPE:

SLI/PM/OTHER

N/A

Dependencies or impacts on other Areas/ Functional Areas:

N/A

I-3 Reportable Yes Contract Modification

TBD

SN Story Number/Date Submitted

SNow User STRY0309243 dated 3/2/18

SN PA Story/Date Submitted

Approval – CS/SP Metrics Team Review

Metric I-3

3.3.1.2 - 95% of FAC-COR training course completion records data shall be accurately updated in Agency FAC-COR electronic record within 10 business days of notice of employee data changes.

Tech Doc

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Metrics and Utilization

Category: ‘FAC-COR Program’;

SubCategory: ‘CONTINUOUS LEARNING HOURS’ or ‘COURSE REGISTRATION’ or ‘OTHER’ or ‘RECERTIFICATION’;

STATUS: ‘Closed Complete’ and NOT ‘Cancelled’;

Days in WIP: Count number of Status = ‘Work in Progress’ days minus ‘Pending’ days to ‘Closed Complete’ date;

Start Condition: Upon PRC Ticket is ‘Created’ with SubCategory = ‘CONTINUOUS LEARNING HOURS’ or ‘COURSE REGISTRATION’ or ‘OTHER’ or ‘RECERTIFICATION’ and Status = ‘Work in Progress’;

Pause Condition: When Status = ‘Pending’;

FD Form: ‘PR – FAC’;

End Condition: Where FD Selection FAC-COR tab checkbox(es) are checked with auto-date stamp for ‘FAC-COR Course Registration’ and/or ‘FAC-COR Course Coordination’ and/or ‘FAC-COR Course Completion’ and/or ‘FAC-COR Track Learning Points’ and/or ‘FAC-COR Certificate Issued’ And/or ‘FAC-COR Recertification / CE Reporting Request’ and

PRC Ticket Status = ‘Closed Complete’;

End Condition: PRC Ticket Status = ‘Closed Complete’ and NOT ‘Cancelled’;

Exclusion Criteria: PRC is NOT ‘Cancelled’ or ‘Closed Incomplete’;

Met Criteria: Completed within 10 business days after Customer submits request for assistance (PRC ticket Create);

SLA: 95% Met

Report: ‘FAC-COR’ PRC Assistance Ticket Completed on Time shows a stacked bar chart by Center (Location) filter condition created on last month

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Report Content

Chart:

Days in WIP (Work in Progress) by Center

Summary: Count FAC-COR Program’ Tickets for SubCategory = ‘CONTINUOUS LEARNING HOURS’ or ‘COURSE REGISTRATION’ or ‘OTHER’ or ‘RECERTIFICATION’ for New Applications or Updating/Revising Existing for NASA Customer

Detail:

PRC Number Category Subcategory Center = Location Contact Created Status Number of Days = Age of Case Days in WIP Closed Assignment Group Assigned to Short Description Work Notes FD Form - FAC-COR tab

Input Parameters

1) Category = ‘FAC-COR Program’

2) SubCategory = ‘CONTINUOUS LEARNING HOURS’ or ‘COURSE REGISTRATION’ or ‘OTHER’ or ‘RECERTIFICATION’

3) Location = Center Abbrev.

4) Contact = ‘Customer’

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5) Created = Date Ticket Created

6) Status = ‘Closed Complete’

7) Closed = Date Ticket Status = ‘Closed Complete’

8) Number of Days = Days in WIP (Work in Progress)

9) Assignment Group = ‘PR – FAC-COR L2’

10) Short Description = Brief Description of Assistance provided to Customer

11) Work Notes = More Indepth Description of Assistance provided to Customer

12) FD Form –FAC-COR tab where checkbox(es) are checked for type of assistance provided

Output Parameters

P&U Training Stoplight Scores Monthly – PR - FAC-COR - Course Package Completed on Time - 95% Reflect greenlight scores if met Metrics and redlight if not met.

PR-Procurement Training – P&U and Performance Analytics - FAC- COR Program Course Completion Packages Completed on Time (I-3 3.3.1.2) output count of package completed by month.

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Performance Analytics

Story Dependency: Metrics and Utilization Story Number Name of Report: FAC-COR Program Course Completion Packages Completed on Time (I-3 3.3.1.2) Placement / Location: on the Internal and External dashboards

Internal Dashboard Name: P & U - Internal - PR Dashboard Dashboard Group: PR Dashboard Tab: Training

External2 – N/A Dashboard Name:

Dashboard Group:

Dashboard Tab:

Data Source Table

Name of Analytic on Internal Dashboard: FAC-COR Program Course Completion Packages Completed on Time (I-3 3.3.1.2)

Name of Analytic on External Dashboard: N/A

Dates to show trend: Created on Last Month

Frequency: Monthly

SLI Formula: 95% of Application Packages processed within 10 days WIP.

Met:

Not/Met:

Conditions:

Definition Name

SLI or PM Percentage Calculation:

If the metric calculation is => 95%, PM is met If the metric calculation is < 95%, the PM is not met Stoplight is displayed at the top of the top of the Analytic

Type of Visualization:

Bar Graph – Displays Count for the Month Y-axis should show the percentage on the left and the counts on the right Breakdown: Center & Met/Not Met

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1. In the ‘Procurement Case’ (PRC Number Ticket), complete the fields as follows (note that * means required field):

1) *Customer – change to the person’s name you are assisting. Don’t forget to check which Center they are from so you choose the correct person. For example, John Smith may have a large number of variations and same middle initial;

2) Contact – should be same as the *Customer;

3) Location – NASA Center they are located/employed (this field should auto-populate from the *Customer field but if not, make sure you choose the correct Center);

4) *Category – choose ‘FAC-C Program’ (includes 1102) used in this example or ‘FAC-COR Program’;

5) *SubCategory – choose 1 of 8 for the type of assistance you are providing from the drop-down – for this example we chose ‘CONTINUOUS LEARNING

HOURS’:

6) *Assignment Group – Choose ‘PR – FAC C L2’ for Category = FAC C Program or ‘PR – FAC COR L2’ for Category = FAC COR Program;

7) Assigned to – Your Name;

8) *Short Description – place a brief description of what you are assisting the customer with;

9) Description – not required, but you can also copy and paste the *Short Description in this field;

10) Additional Comments – not required;

11) * Work notes - copy and paste the *Short Description along with additional information to further identify what was done for the customer;

12) FD Selection – choose ‘PR – FAC’ from the drop-down;

13) Status – change to ‘Pending’ if waiting on information and ‘Work in Progress’ if working the request; when all has been completed, change Status to ‘Closed Complete’;

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14) Choose ‘Create FD’ button at lower left bottom of ticket or upper-right hand corner to create the Functional Detail tab;

2. After choosing ‘Create FD’, on the ‘FAC-C’ tab select the appropriate reason:

3. Attach any emails or documentation to the ticket by clicking on the ‘paper clip’ in the upper right hand corner of the ticket, then on Attachments, choose ‘Choose Files’:

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4. File name: Place email or document on your desktop after naming appropriately and choose ‘Open’:

You will receive a message that the file was attached to the ticket, on the ‘esd.nasa.gov says’ choose ‘OK’ and choose ‘Download All’;

5. Once the file has been downloaded, th in ‘Pending’ or ‘Work in Progress’, make sure that when completed, you change the Status to ‘Closed Complete’;

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6. The previous example was for FAC-C assistance request, so follow the same steps as in 1 – 3 (including all the fields completed) with the exception that you will choose Category = ‘FAC-COR Program’ and choose ‘Create FD’:

7. After choosing ‘Create FD’, on the FAC-COR tab select the appropriate reason, attach any emails or documentation to the ticket and choose ‘Save’; remember to go back to the PRC ticket ‘Status’ to update keep in ‘Pending’ if incomplete, ‘Work in Progress’ if you are able to work the ticket or ‘Closed Complete’:

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NSSC ServiceNow – PR - Grants

(P&U - Internal PR - Dashboard)

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Brief Description:

Each month, NSSC SP Procurement - Grants and Cooperative Agreements reports the number of actions performed by NASA Center.

The actions include:

Grant Award Packages Prepared on Time

Additionally, the report includes cumulative totals reported for the fiscal year beginning Oct 1st through Sep 30th by NASA Center.

The following ServiceNow Business Rules outline the requirements in order to process the report data requirements and also provides the supporting information/documentation for validation/verification purposes which allow for:

Metrics PR –Award Packages Prepared on Time (I-3 3.3.2.1), PR Metric - Unsolicited Grant Award Packages Prepared On Time (I-3 3.3.2.2) and PR Metric - Award Augmentations Prepared On Time (I-3 3.3.2.1)

Note: See Appendix A – Work Instructions

If applicable:

If this is being updated as the result of a Change, please provide the following information:

Effective Date of Change: Current

Description of Change: Remove/Omit PR Metric - Award Augmentations Prepared On Time I-3 3.3.2.1 ‘Funding - Augmentations’ and ‘Funding – Extensions/Increases’ supplements which will be included in ‘PR – Grant Funding Supplement Prepared on Time (I-3 3.3.2.2)’

Contract Modification:

Impact to existing Metrics/Utilization/Transactions: Removes the ‘PR – GRANT Augmentations Prepared On Time 90%’ from the Internal and External Dashboards and Analytics and adds them to PR –SUPPLEMENT – Funding Prepped on Time – 90%.

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Suggested Report Title for Transaction:

I.17 _PR_PWS Element _Transaction: Grant Awards

Global Setting:

Y/N

Yes

Functional Area: PR

PWS Section: I-1_PWS_3.3.2.1_Grant_Awards Performance Area: Grant Awards

SO/SME

Contract Modification

SN Transaction Story/Date

Review

Service Definition I-17

Tech Doc

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Transactions

Acceptance Criteria: Count WIP (Work in Progress) Days for the reporting month where Tasks Short Description = ‘Package Processing’ and Assignment Group = ‘PR – PROCESSING L2’; Created Date minus ‘Pending’ or ‘Pending CS Approval’ Days and Award Date IS NOT EMPTY

Placement / Location:

Dashboard: P & U - Internal – PR Dashboard Dashboard Tab: Grants Dashboard Group: Performance And Utilization – ‘PR Metric - Award Packages Prepared On Time I-3 3.3.2.1’, ‘PR Metric - Unsolicited Grant Award Packages Prepared On Time I-3 3.3.2.2’ and ‘PR – Award Augmentations Prepared On Time (I- 3 3.3.2.1)’

PA Dashboard & Tab Target A. Dashboard(s) P & U - Internal - Overall / P & U - Overall ( Both internal & External) – PR Dashboard (External) B. Tab: Grants

Data Source Table: Metric [metric_instance] - ‘PR Metric - Award Packages Prepared On Time I-3 3.3.2.1’, ‘PR Metric - Unsolicited Grant Award Packages Prepared On Time I-3 3.3.2.2’ and ‘PR – Award Augmentations Prepared On Time (I-3 3.3.2.1)’

Name of Analytic: ‘PR - GRANT - Award Packages Prepared On Time - 90%’, ‘PR - GRANT - Unsolicited Award Packages Prepared On Time - 90%’ and ‘PR - GRANT - Award Augmentations Prepared On Time - 90%’

Dates to show trend: Monthly

Frequency: Monthly

Existing Reports: ‘PR Metric - Award Packages Prepared On Time I-3 3.3.2.1’, ‘PR Metric - Unsolicited Grant Award Packages Prepared On Time I-3 3.3.2.2’, ‘PR – Award Augmentations Prepared On Time (I-3 3.3.2.1)’ and ‘PR – Award Augmentations Prepared On Time (I-3 3.3.2.1)’

Filters:

All of these conditions must be met:

Definition is Center abbrv is PGroup Field Metric Date on Last Month Award Date is not null Grant Procurement Tasks ‘CS Approval’ Task is ‘Resolved’

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Transaction Count by Center and Award Date is within Last Month

Type of Visualization (Added Hover Over Information: Transaction Count):

Bar Graph – Displays Count for the Month

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ServiceNow Data – SAMPLE Transactions

Acceptance Criteria:

(See Page 4 and 5 of 10)

Placement / Location:

Dashboard:

Dashboard Tab:

Dashboard Group: Performance And Utilization - Internal (Both Internal & External)

PA Dashboard & Tab Target A. Dashboard(s) P & U - Internal - Overall / P & U - Overall (Both internal & External) B. Tab: NSSC Transactions

Data Source Table: Metric [metric instance]

Name of Analytic:

Dates to show trend: Created on Last Month

Frequency: Monthly

Existing Reports:

Filters:

All of these conditions must be met:

Center abbrv is Metric Date on Last Month

Transaction Count

Type of Visualization:

Added Hover Over Information: Transaction Count

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REPORT REQUIREMENTS: Transactions Story Dependency

PR Metric - Award Packages Prepared On Time I-3 3.3.2.1, PR Metric - Unsolicited Grant Award Packages Prepared On Time I-3

3.3.2.2 and PR – Award Augmentations Prepared On Time (J- 3 3.3.2.1)

NSSC Billing Element

Combines counts for Award Packages Prepared On Time I-3 3.3.2.1, PR Metric - Unsolicited Grant Award Packages Prepared On Time I-3 3.3.2.2 and PR – Award Augmentations Prepared On Time (I-3 3.3.2.1)

Billing Element Transactional Service: 3.3.2.1 Grant Awards

Report Content Count Work in progress (WIP) processing days for completed Basic Award Packages by Center and Reporting Month

Input Parameters

1) SubCategory = 'GRANTS AGREEMENTS AWARDS'

2) Procurement Tasks:

a) Status = 'Closed' or 'Resolved'

b) Short Description = 'Package Processing’ and ‘CS Approval’

c) Assignment Group = = ‘PR – PROCESSING L2’ and ‘PR – CS

APPROVE L3’

3) Center = PGroup (Center Abbreviation)

4) Grant No.:

a) Unique Number if SubCategory = 'GRANTS AGREEMENTS

AWARDS'

5) Award Date and Supplement Award Date is NOT EMPTY and is between 1st and last day of the reporting month

Output Parameters

Validate that the Grants Agreement packages has been updated with the following criteria:

Category = GRANTS AGREEMENTS AWARDS

Calendar Used = calendar Days

Start Condition: When the task with the assigned group PR- Processing L2 is created with SubCategory GRANTS AGREEMENTS AWARDS and status is changed to WIP.

Pause Condition: All open Tasks are in Pending status

End Condition: Award date is populated

Exclusion Criteria: Case is Closed Incomplete or Package Processing Task is Cancelled

Met Criteria: Completed within 29 calendar days of receipt of a

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SLA: 90% Met

Report for "PR Metric - Award Packages Prepared On Time I-3 3.3.2.1", “PR Metric - Unsolicited Grant Award Packages Prepared On Time I-3 3.3.2.2” and “PR – Award Augmentations Prepared On Time (J- 3 3.3.2.1)”

_____NEW_____

Shows a Met/Not Met stacked bar chart by Center[P-Group]

If Center[PGroup] is DFRC, combine with AFRC. The output will be

AFRC

'Award Date' is 'between' 1st day and last of day of the reporting month

NOTES: This is an existing "Global" report: Grants Agreement packages were prepared in accordance with I-3 (3.3.2.1)

NOTE: Clock Starts Metric Count beginning at 2359 hours the day Award Date is populated.

If there are variations in the Utilization and Transactions, please provide justification/business rules:

Description of Change: Remove/Omit PR Metric - Award Augmentations Prepared On Time I-3 3.3.2.1 ‘Funding - Augmentations’ and ‘Funding – Extensions/Increases’ supplements which will be included in ‘PR – Grant Funding Supplement Prepared on Time (I-3 3.3.2.2)’ Contract Modification:

Impact to existing Metrics/Utilization/Transactions: Removes the ‘PR – GRANT Augmentations Prepared On Time 90%’ from the Internal and External Dashboards and Analytics and adds them to PR –SUPPLEMENT – Funding Prepped on Time – 90%.

9/28/2022 Page 9 of 10

(See Page 4 and 5 of 10)

9/28/2022 Page 10 of 10

Will create Story to Remove/Omit PR Metric - Award Augmentations Prepared On Time I-3 3.3.2.1 ‘Funding - Augmentations’ and ‘Funding – Extensions/Increases’ supplements which will be included in ‘PR – Grant Funding Supplement Prepared on Time (I-3 3.3.2.2)’

Contract Modification:

Impact to existing Metrics/Utilization/Transactions: Removes the ‘PR – GRANT Augmentations Prepared On Time 90%’ from the Internal and External Dashboards and Analytics and adds them to PR –SUPPLEMENT – Funding Prepped on Time – 90%.

NSSC ServiceNow – PR – Grants

PR – Grant Augmentations, Supplement Admin and Funding

(P&U Internal - PR - Dashboard)

9/28/2022 Page 2 of 11

Brief Description:

Each month, NSSC SP Procurement - Grants and Cooperative Agreements reports the number of actions performed by NASA Center.

The actions include:

1) Funding Supplements (Transactions) includes all Funding Supplements - Augmentations, Increases, Extensions and De-obligations

2) Administrative Supplements

Additionally, the report includes cumulative totals reported for the fiscal year beginning Oct 1st through Sep 30th by NASA Center.

The following ServiceNow Business Rules outline the requirements in order to process the report data requirements and also provides the supporting information/documentation for validation/verification purposes which allow for:

Metrics

Note: See Appendix A – Work Instructions

If applicable:

If this is being updated as the result of a Change, please provide the following information:

Effective Date of Change: Current

Description of Change: Funding Supplements (Transactions) includes - Funding, Augmentations, Increases, Extensions, Increase and De-obligation Supplements

Contract Modification:

Impact to existing Metrics/Utilization/Transactions: Removes the ‘PR – GRANT Augmentations Prepared On Time 90%’ from the Internal Grant Award counts on Dashboards and Analytics.

9/28/2022 Page 3 of 11

Suggested Report Title for Transaction:

I.17 _FA_PWS Element _Transaction:

3.3.2.2_Grant_Administration

Global Setting:

Y/N

Yes

Functional Area: PR

PWS Section: I-1_PWS_3.3.2.2_Grant_Administration Performance Area:

Grant Funding (includes Augmentations) and Administrative Supplements

SO/SME

Contract Modification

SN Transaction

Review

9/28/2022 Page 4 of 11

Transactions

Acceptance Criteria: Count WIP (Work in Progress) Days for the reporting month where Supplement Tasks Short Description = ‘Package Processing’ and Assignment Group = ‘PR

– PROCESSING L2’; Supplement Form Number Created Date minus ‘Pending’ or ‘Pending CS Approval’ Days and Supplement Award Date IS NOT EMPTY

Placement / Location:

Dashboard: P & U - Internal – PR Dashboard Dashboard Tab: Grants Dashboard Group: Performance And Utilization – ‘PR – Award Augmentations Prepared On Time (I-3 3.3.2.1)’, ‘PR – Grant Funding Supplement Prepared On Time (I-3 3.3.2.2)’ and ‘PR – Admin Supplements Prepared For Contracting Signature On Time (I-3 3.3.2.2)’.

PA Dashboard & Tab Target A. Dashboard(s) P & U - Internal - Overall / P & U - Overall (Both internal & External) – PR Dashboard (External) B. Tab: PR Transactions

Data Source Table: Metric [metric instance] - ‘PR – Award Augmentations Prepared On Time (I-3 3.3.2.1)’, ‘PR – Grant Funding Supplement Prepared On Time (I-3 3.3.2.2)’ and ‘PR – Admin Supplements Prepared For Contracting Signature On Time (I-3 3.3.2.2)’.

Name of Analytic: ‘PR-GRANT – Award Augmentations Prepared On Time – 90%’, PR

– SUPPLEMENT – Admin Prepped for Signature on Time – 90%’ and PR – SUPPLEMENT – Fundiing Prepped on Time – 90%’ Dates to show trend: Monthly

Frequency: Monthly

Existing Reports: ‘PR – Award Augmentations Prepared On Time (I-3 3.3.2.1)’, ‘PR – Grant Funding Supplement Prepared On Time (I-3 3.3.2.2)’ and ‘PR – Admin Supplements Prepared For Contracting Signature On Time (I-3 3.3.2.2)’.

Filters:

All of these conditions must be met:

Definition is Center abbrv is PGroup Field Metric Date on Last Month Supplement Award Date is not null Grant Supplement Tasks ‘CS Approval’ Task is ‘Resolved’

Transaction Count by Center and Supplement Award Date is within Last Month Type of Visualization:

9/28/2022 Page 5 of 11

9/28/2022 Page 6 of 11

Acceptance Criteria:

(See Page 4 and 5 of 10)

Placement / Location:

Dashboard:

Dashboard Tab:

Dashboard Group: Performance And Utilization - Internal (Both Internal & External )

PA Dashboard & Tab Target A. Dashboard(s) P & U - Internal - Overall / P & U - Overall (Both internal & External) B. Tab: NSSC Transactions

Data Source Table: Metric [metric instance]

Name of Analytic:

Dates to show trend: Created on Last Month

Frequency: Monthly

Existing Reports:

Filters:

All of these conditions must be met:

Center abbrv is Metric Date on Last Month

Transaction Count

9/28/2022 Page 7 of 11

‘PR – Award Augmentations Prepared On Time (I-3 3.3.2.1)’, ‘PR – Grant Funding Supplement Prepared On Time (I-3 3.3.2.2)’ and ‘PR – Admin Supplements Prepared For Contracting Signature On Time (I-3 3.3.2.2)’.

NSSC Billing Element

‘PR – Award Augmentations Prepared On Time (I-3 3.3.2.1)’, ‘PR – Grant Funding Supplement Prepared On Time (I-3 3.3.2.2)’ and ‘PR – Admin Supplements Prepared For Contracting Signature On Time (I-3 3.3.2.2)’.

Contractor Billing Element

Transactional Service: 3.3.2.2 Grant Admin – Supplements/Year

Report Content

For Supplement (Type) contains ‘Funding’, count WIP (Work in Progress) Days for the reporting month where Supplement Tasks Short Description = ‘Package Processing’ and Assignment Group = ‘PR – PROCESSING L2’; Supplement Form Number Created Date minus ‘Pending’ or ‘Pending CS Approval’ Days and Supplement Award Date IS NOT EMPTY

Input Parameters

1) PR Grant Supplements = Supplement Number and FD Number are activated upon ‘New’

2) Supplement Created Date

3) Supplement Procurement Tasks:

a) Status = 'Resolved'

b) Short Description = ‘Package Processing’ and ‘CS Approval’

c) Assignment Group = ‘PR – PROCESSING L2’ and ‘PR – CS

APPROVE L3’

4) Center = PGroup (Center Abbreviation)

5) Supplement Status = Approved/Awarded

6) Grant No. = Grant No. (Unique Number)

7) Supplement No. = is populated

8) Supplement (Type):

a) Funding

b) Admin

9) Supplement Award Date = is NOT EMPTY/NULL and is between 1st and last day of the reporting month

9/28/2022 Page 8 of 11

Validate the existing ‘PR – Award Augmentations Prepared On Time (I-3 3.3.2.1)’, ‘PR – Grant Funding Supplement Prepared On Time (I-3 3.3.2.2)’ and ‘PR – Admin Supplements Prepared For Contracting Signature On Time (I-3 3.3.2.2)’ have the following criteria:

Supplement Task Category = GRANTS AGREEMENTS AWARDS

Supplement Task Subcategory = contains ‘FUNDING’ or ‘ADMINISTRATIVE’

FD Form = PR Grant Supplements

Calendar Used = Calendar Days

Start Condition = When the Task is created where SubCategory contains ‘FUNDING’ or ‘‘ADMINISTRATIVE’ and Status is Changed to WIP (Work in Progress)

Pause Condition = Open Task is in Pending status

End Condition = Supplement ‘CS Approval’ Task is Resolved and Supplement Award Date field (information tab) is Populated

Calculated When: Supplement ‘CS Approval’ Task is Resolved and Supplement Award Date field (information tab) is Populated

Exclusion Criteria = Case is Closed Incomplete or Package Processing Task is Cancelled

Met Criteria = Award Date is populated less Package Processing Task create date less Pending Days in pending status within 14 calendar days of receipt of a complete Package

Not Met Criteria = Award Date is populated less Package Processing Task create date less Pending Days in pending status greater than 14 calendar days of receipt of a complete Package

Performance Standard = 90% Met

Combined Report for ‘PR Metric - Grant Funding Supplement Prepared On Time (I-3 3.3.2.2)’, ‘PR – Award Augmentations Prepared On Time (I-3 3.3.2.1)’ and ‘‘PR – Admin Supplements Prepared For Contracting Signature On Time (I-3 3.3.2.2)’.

Shows a Met/Not Met stacked bar chart by Center[P-Group]

If Center[PGroup] is DFRC, combine with AFRC. The output on Report will be AFRC

'Supplement Award Date' is 'between' 1st day and last of day of the reporting month

Supplement Award Date is populated.

Description of Change: Funding Supplements (Transactions) includes - Funding, Augmentations, Increases, Extensions, Increase and De-obligation Supplements

Contract Modification:

9/28/2022 Page 9 of 11

Impact to existing Metrics/Utilization/Transactions: Removes the ‘PR – GRANT

9/28/2022 Page 10 of 11

(see pages 7 and 8 of 11)

9/28/2022 Page 11 of 11

Will create Story to do the following:

Description of Change: Funding Supplements (Transactions) includes - Funding, Augmentations, Increases, Extensions, Increase and De-obligation Supplements

Contract Modification:

Impact to existing Metrics/Utilization/Transactions: Removes the ‘PR – GRANT Augmentations Prepared On Time 90%’ from the Internal Grant Award counts on Dashboards and Analytics.

PR – Grant Augmentations are subject to 21 day Work-in-Progress Met or Not Met Metrics but should be included in Grants Admin Transaction Counts.

NSSC ServiceNow – PR – Grants

PR – Grant Augmentations, Supplement Admin and Funding

(P&U Internal - PR - Dashboard)

Brief Description:

Each month, NSSC SP Procurement - Grants and Cooperative Agreements reports the number of actions performed by NASA Center.

The actions include:

1) Funding Supplements (Transactions) includes all Funding Supplements - Augmentations, Increases, Extensions and De-obligations

2) Administrative Supplements

Additionally, the report includes cumulative totals reported for the fiscal year beginning Oct 1st through Sep 30th by NASA Center.

The following ServiceNow Business Rules outline the requirements in order to process the report data requirements and also provides the supporting information/documentation for validation/verification purposes which allow for:

If this is being updated as the result of a Change, please provide the following information:

Effective Date of Change: Current

Description of Change: Funding Supplements (Transactions) includes - Funding, Augmentations, Increases, Extensions, Increase and De-obligation Supplements

Contract Modification:

Impact to existing Metrics/Utilization/Transactions: Removes the ‘PR – GRANT

Suggested Report Title for Transaction:

I.17 _FA_PWS Element _Transaction:

3.3.2.2_Grant_Administration

Global Setting:

Y/N

Yes

Functional Area: PR

PWS Section: I-1_PWS_3.3.2.2_Grant_Administration Performance Area:

Grant Funding (includes Augmentations) and Administrative Supplements

SO/SME

Review

Transactions

Acceptance Criteria: Count WIP (Work in Progress) Days for the reporting month where Supplement Tasks Short Description = ‘Package Processing’ and Assignment Group = ‘PR

– PROCESSING L2’; Supplement Form Number Created Date minus ‘Pending’ or ‘Pending CS Approval’ Days and Supplement Award Date IS NOT EMPTY

Placement / Location:

Dashboard: P & U - Internal – PR Dashboard Dashboard Tab: Grants Dashboard Group: Performance And Utilization – ‘PR – Award Augmentations Prepared On Time (J-3 3.3.2.1)’, ‘PR – Grant Funding Supplement Prepared On Time (J-3 3.3.2.2)’ and ‘PR – Admin Supplements Prepared For Contracting Signature On Time (J-3 3.3.2.2)’.

PA Dashboard & Tab Target A. Dashboard(s) P & U - Internal - Overall / P & U - Overall (Both internal & External) – PR Dashboard (External) B. Tab: PR Transactions

Data Source Table: Metric [metric_instance] - ‘PR – Award Augmentations Prepared On Time (J-3 3.3.2.1)’, ‘PR – Grant Funding Supplement Prepared On Time (J-3 3.3.2.2)’ and ‘PR – Admin Supplements Prepared For Contracting Signature On Time (J-3 3.3.2.2)’.

Name of Analytic: ‘PR-GRANT – Award Augmentations Prepared On Time – 90%’, PR

– SUPPLEMENT – Admin Prepped for Signature on Time – 90%’ and PR – SUPPLEMENT – Fundiing Prepped on Time – 90%’ Dates to show trend: Monthly

Frequency: Monthly

Existing Reports: ‘PR – Award Augmentations Prepared On Time (J-3 3.3.2.1)’, ‘PR – Grant Funding Supplement Prepared On Time (J-3 3.3.2.2)’ and ‘PR – Admin Supplements Prepared For Contracting Signature On Time (J-3 3.3.2.2)’.

Filters:

All of these conditions must be met:

Definition is Center abbrv is PGroup Field Metric Date on Last Month Supplement Award Date is not null Grant Supplement Tasks ‘CS Approval’ Task is ‘Resolved’

Transaction Count by Center and Supplement Award Date is within Last Month

Acceptance Criteria:

(See Page 4 and 5 of 10)

Placement / Location:

Dashboard:

Dashboard Tab:

Dashboard Group: Performance And Utilization - Internal (Both Internal & External )

PA Dashboard & Tab Target A. Dashboard(s) P & U - Internal - Overall / P & U - Overall (Both internal & External) B. Tab: NSSC Transactions

Data Source Table: Metric [metric instance]

Name of Analytic:

Dates to show trend: Created on Last Month

Frequency: Monthly

Existing Reports:

Filters:

All of these conditions must be met:

Center abbrv is

‘PR – Award Augmentations Prepared On Time (I-3 3.3.2.1)’, ‘PR – Grant Funding Supplement Prepared On Time (I-3 3.3.2.2)’ and ‘PR – Admin Supplements Prepared For Contracting Signature On Time (I-3 3.3.2.2)’.

NSSC Billing Element

‘PR – Award Augmentations Prepared On Time (I-3 3.3.2.1)’, ‘PR – Grant Funding Supplement Prepared On Time (I-3 3.3.2.2)’ and ‘PR – Admin Supplements Prepared For Contracting Signature On Time (J-3 3.3.2.2)’.

Billing Element Transactional Service: 3.3.2.2 Grant Admin – Supplements/Year

Report Content

For Supplement (Type) contains ‘Funding’, count WIP (Work in Progress) Days for the reporting month where Supplement Tasks Short Description = ‘Package Processing’ and Assignment Group = ‘PR – PROCESSING L2’; Supplement Form Number Created Date minus ‘Pending’ or ‘Pending CS Approval’ Days and Supplement Award Date IS NOT EMPTY

1) PR Grant Supplements = Supplement Number and FD Number are activated upon ‘New’

2) Supplement Created Date

3) Supplement Procurement Tasks:

a) Status = 'Resolved'

b) Short Description = ‘Package Processing’ and ‘CS Approval’

c) Assignment Group = ‘PR – PROCESSING L2’ and ‘PR – CS

APPROVE L3’

4) Center = PGroup (Center Abbreviation)

5) Supplement Status = Approved/Awarded

6) Grant No. = Grant No. (Unique Number)

7) Supplement No. = is populated

8) Supplement (Type):

a) Funding

b) Admin

9) Supplement Award Date = is NOT EMPTY/NULL and is between 1st and last day of the reporting month

Validate the existing ‘PR – Award Augmentations Prepared On Time (I-3 3.3.2.1)’, ‘PR – Grant Funding Supplement Prepared On Time (I-3 3.3.2.2)’ and ‘PR – Admin Supplements Prepared For Contracting Signature On Time (I-3 3.3.2.2)’ have the following criteria:

Supplement Task Category = GRANTS AGREEMENTS AWARDS

Supplement Task Subcategory = contains ‘FUNDING’ or ‘ADMINISTRATIVE’

FD Form = PR Grant Supplements

Calendar Used = Calendar Days

Start Condition = When the Task is created where SubCategory contains ‘FUNDING’ or ‘‘ADMINISTRATIVE’ and Status is Changed to WIP (Work in Progress)

Pause Condition = Open Task is in Pending status

End Condition = Supplement ‘CS Approval’ Task is Resolved and Supplement Award Date field (information tab) is Populated

Calculated When: Supplement ‘CS Approval’ Task is Resolved and Supplement Award Date field (information tab) is Populated

Exclusion Criteria = Case is Closed Incomplete or Package Processing Task is Cancelled

Met Criteria = Award Date is populated less Package Processing Task create date less Pending Days in pending status within 14 calendar days of receipt of a complete Package

Not Met Criteria = Award Date is populated less Package Processing Task create date less Pending Days in pending status greater than 14 calendar days of receipt of a complete Package

Performance Standard = 90% Met

Combined Report for ‘PR Metric - Grant Funding Supplement Prepared On Time (J-3 3.3.2.2)’, ‘PR – Award Augmentations Prepared On Time (I-3 3.3.2.1)’ and ‘‘PR – Admin Supplements Prepared For Contracting Signature On Time (I-3 3.3.2.2)’.

Shows a Met/Not Met stacked bar chart by Center[P-Group]

If Center[PGroup] is DFRC, combine with AFRC. The output on Report will be AFRC

'Supplement Award Date' is 'between' 1st day and last of day of the reporting month

Supplement Award Date is populated.

Description of Change: Funding Supplements (Transactions) includes - Funding, Augmentations, Increases, Extensions, Increase and De-obligation Supplements

Impact to existing Metrics/Utilization/Transactions: Removes the ‘PR – GRANT

(see pages 7 and 8 of 11)

Will create Story to do the following:

Description of Change: Funding Supplements (Transactions) includes - Funding, Augmentations, Increases, Extensions, Increase and De-obligation Supplements

Contract Modification:

Impact to existing Metrics/Utilization/Transactions: Removes the ‘PR – GRANT Augmentations Prepared On Time 90%’ from the Internal Grant Award counts on Dashboards and Analytics.

PR – Grant Augmentations are subject to 21 day Work-in-Progress Met or Not Met Metrics but should be included in Grants Admin Transaction Counts.

NSSC ServiceNow – PR – Grant Awards –

Unsolicited and Other Non-competitive Awards

(P&U - Internal PR - Dashboard)

9/28/2022 Page 2 of 9

Brief Description:

Each month, NSSC SP Procurement - Grants and Cooperative Agreements reports the number of actions performed by NASA Center.

The actions include:

Grant Award Packages Prepared on Time

Additionally, the report includes cumulative totals reported for the fiscal year beginning Oct 1st through Sep 30th by NASA Center.

The following ServiceNow Business Rules outline the requirements in order to process the report data requirements and also provides the supporting information/documentation for validation/verification purposes which allow for:

Metrics PR Metric - Unsolicited Grant Award Packages Prepared On Time (I-3 3.3.2.2)

Note: See Appendix A – Work Instructions

If applicable:

If this is being updated as the result of a Change, please provide the following information:

Effective Date of Change:

Description of Change:

Impact to existing Metrics/Utilization/Transactions:

9/28/2022 Page 3 of 9

Suggested Report Title for Transaction:

I.17 _PR_PWS Element _Transaction: Grant Awards

Global Setting:

Y/N

Yes

Functional Area: PR

PWS Section: I-1_PWS_3.3.2.1_Grant_Awards Performance Area:

Grant Awards

SO/SME Lisa Oliver, Maria Etheridge

Review

9/28/2022 Page 4 of 9

Transactions

Acceptance Criteria: Count WIP (Work in Progress) Days for the reporting month where Tasks Short Description = ‘Package Processing’ and Assignment Group = ‘PR – PROCESSING L2’; Created Date minus ‘Pending’ or ‘Pending CS Approval’ Days and Award Date IS NOT EMPTY

Placement / Location:

Dashboard: P & U - Internal – PR Dashboard Dashboard Tab: Grants Dashboard Group: Performance And Utilization – ‘PR Metric - Unsolicited Grant Award Packages Prepared On Time I-3 3.3.2.2’

PA Dashboard & Tab Target A. Dashboard(s) P & U - Internal - Overall / P & U - Overall (Both internal & External) – PR Dashboard (External) B. Tab: Grants

Data Source Table: Metric [metric instance] - ‘PR Metric - Unsolicited Grant Award Packages Prepared On Time I-3 3.3.2.2’

Name of Analytic: ‘PR - GRANT - Unsolicited Award Packages Prepared On Time - 90%’

Dates to show trend: Monthly

Frequency: Monthly

Existing Reports: ‘PR Metric - Unsolicited Grant Award Packages Prepared On Time I-3 3.3.2.2’

Filters:

All of these conditions must be met:

Definition is Center abbrv is PGroup Field Metric Date on Last Month Award Date is not null Grant Procurement Tasks ‘CS Approval’ Task is ‘Resolved’

Transaction Count by Center and Award Date is within Last Month

Type of Visualization (Added Hover Over Information: Transaction Count):

9/28/2022 Page 5 of 9

Acceptance Criteria:

(See Page 4 and 5 of 10)

Placement / Location:

Dashboard:

Dashboard Tab:

Dashboard Group: Performance And Utilization - Internal (Both Internal & External)

PA Dashboard & Tab Target A. Dashboard(s) P & U - Internal - Overall / P & U - Overall (Both internal & External) B. Tab: NSSC Transactions

Data Source Table: Metric [metric instance]

Name of Analytic:

Dates to show trend: Created on Last Month

Frequency: Monthly

Existing Reports:

Filters:

All of these conditions must be met:

Center abbrv is Metric Date on Last Month

Transaction Count

Type of Visualization:

9/28/2022 Page 6 of 9

PR Metric - Unsolicited Grant Award Packages Prepared On Time I-3 3.3.2.2

NSSC Billing Element

PR Metric - Unsolicited Grant Award Packages Prepared On Time I-3 3.3.2.2

Contractor Billing Element

Transactional Service: 3.3.2.1 Grant Awards

Report Content Count Work in progress (WIP) processing days for completed Basic Award Packages by Center and Reporting Month

Input Parameters

1) SubCategory = 'GRANTS AGREEMENTS AWARDS'

2) Proposal Type = ‘Unsolicited’ or ‘Single Source’

3) Procurement Tasks:

a) Status = 'Closed' or 'Resolved'

b) Short Description = 'Package Processing’ and ‘CS Approval’

c) Assignment Group = = ‘PR – PROCESSING L2’ and ‘PR – CS

APPROVE L3’

4) Center = PGroup (Center Abbreviation)

5) Grant No.:

a) Unique Number if SubCategory = 'GRANTS AGREEMENTS

AWARDS'

6) Award Date and Supplement Award Date is NOT EMPTY and is between 1st and last day of the reporting month

Validate that the Grants Agreement packages has been updated with the following criteria:

Category = GRANTS AGREEMENTS AWARDS

Calendar Used = calendar Days

Start Condition: When the task with the assigned group PR- Processing L2 is created with SubCategory GRANTS AGREEMENTS AWARDS and status is changed to WIP.

Pause Condition: All open Tasks are in Pending status

End Condition: Award date is populated

Exclusion Criteria: Case is Closed Incomplete or Package Processing Task is Cancelled

Met Criteria: Completed within 29 calendar days of receipt of a complete Technical Package

SLA: 90% Met

9/28/2022 Page 7 of 9

Report for “PR Metric - Unsolicited Grant Award Packages Prepared On Time I-3 3.3.2.2”

_____NEW_____

Shows a Met/Not Met stacked bar chart by Center[P-Group]

If Center [PGroup] is DFRC, combine with AFRC. The output will be

AFRC

'Award Date' is 'between' 1st day and last of day of the reporting month

NOTES: This is an existing "Global" report: Grants Agreement packages were prepared in accordance with I-3 (3.3.2.1)

Award Date is populated.

Description of Change:

9/28/2022 Page 8 of 9

(See Page 4 and 5 of 10)

9/28/2022 Page 9 of 9

NSSC ServiceNow – FPDS-NG Metrics and Utilization

PR – Grants and Agreements Requirements

Brief Description:

Each month, NSSC SP Procurement – Grants and Agreements creates a record reporting the number of Awards and Supplements completed to the FPDS (Federal…