Automated Data Monitoring and Reporting.pdf

Automated Data Monitoring and Reporting Services for the Department of the Treasury

MINIMUM CAPABILITIES:

Required services must include the following areas and minimum capabilities:

1. FPDS Data Quality: Daily monitoring of FPDS actions submitted by Treasury users to identify potential data errors or inconsistencies in FPDS data elements (as specified in the FPDS Data Dictionary). This should include:

a. Automated notifications of errors, possible data errors or inconsistencies.

i. Automated notification

ii. Oversight capability

b. On-demand calculation of overall error/accuracy percentages with breakdowns.

i. For Treasury and individual Bureaus

ii. By month, fiscal quarter and fiscal year-to-date

2. V&V Process: Automated, end-to-end support for the annual V&V of FPDS data to OFPP which includes the following:

a. Creation of quarterly randomized sample of actions in accordance with OMB methodology with:

i. Breakdown by Treasury as a whole as well as breakdowns by funding bureau/office and by contracting bureau/office.

ii. Tracking of sample completion (for administrators/supervisors).

b. Automation of the V&V review process.

c. Status of Actions report generation (i.e. number of actions in draft status) by

Bureau to facilitate completion of the annual Bureau requirement to OPE.

d. Reporting by each required V&V element.

3. ProcureSTAT: Automated reporting for the Treasury’s ProcureSTAT (procurement scorecard) program.

a. Reporting over customizable intervals (daily, monthly, quarterly and yearly and year-to-date) by Treasury, funding bureaus and contracting bureaus and for the following metrics:

i. Dollars obligated to date

ii. Number of actions to date

iii. Number of Unique Vendors Awarded to date

iv. Number of New and Recent Entrants in accordance with OMB policy

v. Year-to-date Obligations

1. Current Rate: Dollars Obligated as percentage of the previous year’s total (i.e.: in FY24 dollars obligated / FY23Year End Total obligations).

2. Net change versus same period last year (i.e.: increase or https://www.fpds.gov/downloads/Version_1.5_specs/FPDS_DataDictionary_V1.5.pdf https://home.treasury.gov/system/files/281/DTAP_FY22_Edition.pdf https://www.whitehouse.gov/wp-content/uploads/2023/02/M-23-11-Creating-a-More-Diverse-and-Resilient-Federal-Marketplace.pdf decrease in FY24 vs FY23 obligations as of the same date).

vi. High-Risk Actions

1. Competition Rate:

a. Per FPDS Competition report parameters, with no

Product and Service Code (PSC) exclusions.

b. Equation: (obligated dollars for competitively awarded actions) / (obligated dollars).

c. Requires reporting by funding bureau and by contracting bureau.

2. One-Bid Rate

a. Per OMB Revised Methodology

b. Equation: (Percentage of Obligated Dollars Competed in awards where only one-bid was received) / (dollars for competed awards meeting OMB Revised Methodology)

c. Requires reporting by funding bureau and by contracting bureau

3. V&V accuracy rate

a. Data quality error rate based on daily validations and corrections

OPTIONAL CAPABILITIES:

The capabilities below are optional and may be added based on the Government’s need and availability of funds. Pricing for additional reports and functionality should be provided separately from base price, as applicable.

1. Number of days corrections remain outstanding (either date of notice or date signed to date corrected). (NEW)

2. V&V Year-over Year Analysis (NEW)

3. Acquisition Planning:

a. Expiring Contracts

i. Breakdown by funding bureau and office and by contracting bureau and office

ii. Further ability to filter by other data elements such as:

1. Type of Contract (FPDS data element 6A)

2. Award Type (FPDS data element 12B)

3. Obligated dollar ranges (i.e.: <$10K; $10k - $250k; $250k -

$1M, $1M-$5M, etc.)

4. Socioeconomic indicators

b. Active Contracts

i. Breakdown by funding bureau and office and by contracting bureau and office.

https://www.whitehouse.gov/wp-content/uploads/2023/04/M-23-15.pdf

ii. Further ability to filter and drill down by other data elements such as:

1. Type of Contract (FPDS data element 6A)

2. Award Type (FPDS data element 12B)

3. Obligated dollar ranges (i.e.: <$10K; $10k - $250k; $250k -

$1M, $1M-$5M, etc.)

4. Socioeconomic indicators

c. Procurement Administrative Lead Time (PALT) (note: this is also a ProcreSTAT metric)

i. Calculated as the total days from the Solicitation Date (from FPDS data element 2H) to award divided by the number of actions over the period with an agreed-upon methodology to exclude anomalies.

ii. Breakdown by funding Bureau and office and by contracting Bureau and office

iii. Further ability to filter and drill down by other data elements such as:

1. Type of Contract (FPDS data element 6A)

2. Award Type (FPDS data element 12B)

3. Obligated dollar ranges (i.e.: <$10K; $10k - $250k; $250k -

$1M, $1M-$5M, etc.)

4. Contractor Responsibility Assessment

a. Automating contractor responsibility assessments during the pre-award phase in SAM.gov including debarment status, tax delinquency status, felony convictions, and business size by NAICS code size standard.

b. Sending notifications of assessment results to requestors.

5. Subawards (Subcontracts)and Executive Compensation (FAR 4.14)

a. Report of subaward spend reported to FSRS - Federal Funding

Accountability and Transparency Act Subaward Reporting System during the selected reporting period.

b. Awards with Subcontract Plan but Not Reported Sub-Awards (reported in

FSRS)

6. Small Business Goal Tracking

a. Tracking and monitoring of Treasury small business goals achievement by socio-economic indicator by customizable interval.

i. Further breakdown by funding and contracting offices.

1. Small business set-asides by obligated dollar ranges (i.e.:

<$10K; $10k - $250k; $250k - $1M, $1M-$5M, etc.)

7. DATA Act Monitoring:

a. Separate monitoring, reporting and dashboard for DATA Act-specific elements. (Still based on FPDS.)

8. Other Capabilities to Improve Performance

a. These are capabilities not mentioned above proposed by the contractor for inclusion in the tool. These capabilities could include other reporting or monitoring functionalities not mentioned, Robotic Process Automation (RPA) related to improving Treasury’s FPDS data, etc.

CUSTOMER SERVICE & ADDITIONAL REQUIREMENTS:

• The contractor shall provide technical support by phone and/or email, daily from 8:30 am to 12:30 pm Monday through Friday of each week throughout the contract performance period.

• The contractor shall provide account creation and login support.

• The contractor will achieve the solution only through publicly available data

(i.e. FPDS), and the proposed/final solution will not be connected to Treasury contract writing systems.

• The contractor will not be granted routine physical access to a federally controlled facility in achieving the solution.

• The contractor will not have access to taxpayer information or tax return information.

• The only Government-furnished information will be the current user email, supervisor and supervisor email of the FPDS user. The solution will require a method to maintain current email lists (shared responsibility of Treasury).