# Presentation: 700732

## Federal Government Employees Introduction to the Electronic Subcontract Reporting System (eSRS)
Presentation

- Presentation

## Presentation Topics

- System Description
- Subcontracting Background
- Assistance from the Small Business Administration
- How is the Subcontracting data utilized
- eSRS System Functionality

## eSRS System Description

**eSRS System Description**

_***Benefits/Improvements:***_
-  Improves accuracy, timeliness and integrity of data exchanged
-  Eliminates errors and rework associated with human data** **entry
** **Eliminates costs associated with manual data entry
-  Creates standard data that can be shared by a wider range of communities

_***Special Features:***_
-  Direct electronic feed from Central Contract  	Registration(CCR)
-  Live electronic feeds form Federal Procurement Data System-Next Generation (FPDS-NG)
- Batch upload feed of Contractors reports

_***Characteristics/Description:***_
- eSRS is a web-based system that allows electronic submission, acceptance, rejection, reporting and analyses of subcontracting data in a real-time paperless environment resulting in no lost paperwork, reduced errors and processing time and an  increase in subcontracting.

_**System Description**__:_  Government-wide subcontracting system for electronic submission, management, reporting and analyses of subcontracting data.
_**Capabilities**__:_  To provide a single point of entry for subcontracting requirements and reports, while feeding   subcontracting data to other e-Gov systems.

-  _***Statutory and Regulatory Requirements***_
-  Section 8(d) and 15(h) of the Small Business Act
- FAR subparts 19.7 and 19.12 and the clauses at 52.219-8, 52.219-9, and 52.219-25
- 13 CFR 125.3

## System Description

- Effective October 2005 Contracting Officers (CO) and the Offices of Small and Disadvantaged Business Utilization (OSDBUs) will no longer receive paper SF-294s and SF-295s. Instead, they will log on to the eSRS to view their contractors' achievements. The system will provide a variety of standard reports, including Analysis of Subcontracting Plan Goal Attainment (SBA Form 1907), the DOD P-14, a Five-Year Trend Analysis, and a number of other reports - as well as an ad hoc reporting tool for users who wish to design their own reports.
- The clause at FAR 52.219-9 will be modified to include general instructions and require that the OTSB contractor provide the prime contract number to all OTSB subcontractors with subcontracting plans under the flow-down requirement. This change will allow subcontractors to enter the prime contract number when they enter their reports for individual contracts. Use of the prime contract number will enable us to capture subcontracts at lower-tiers on a contract-by-contract basis. Including the prime contract number, along with the name and DUNS number of the agency or company awarding the contract or subcontract, allows us to tie everything together; thus we will know how much small business receives at any given tier.

## System Description

- This Internet-based tool will streamline the process of reporting on subcontracting plans and subcontracting plan performance.  The eSRS eliminates the need for paper submissions of the Standard Forms 294 and 295 and replaces these with an easy-to-use password protected electronic process to collect the data.  OTSB contractors and subcontractors must access _[www.esrs.gov](http://www.esrs.gov/)__ to register their business and to review the contractor training manuals, power point presentations, and FAQs.  The system will guide you through the reporting process_
_***Changes in submitting reports:***_
- Contractors are responsible for filing subcontract reports on time in the electronic Subcontracting Reporting System (eSRS)
- Prime / Higher Tier subcontractors must inform their subcontractor  to enter their reports in eSRS under the flow down requirement
- Contractors are required to provide a notification e-mail address in the report for the federal government agency they are submitting the report to
- Contractors are also required to print the report, have the CEO sign it and keep it on file
- NOTE:  OTSB contractors and subcontractors with Department of Defense contracts must still submit the paper reports Standard Forms 294 and 295 per the reports’ instructions until further notice.

## Subcontracting Background

**The Law, the Rules and the Regulations**
- In 1978, Public Law 95-507 amended Section 8(d) of the Small Business Act of 1953 and created the foundation for the Subcontracting Assistance Program as it is known today.  It changed the participation of large contractors in the program from voluntary to mandatory, and it changed the language of the law from “best efforts” to “maximum practicable opportunities.”  Other key features include a requirement that all federal contracts in excess of $100,000, as amended, provide maximum practicable opportunity for small and small disadvantaged business to participate; and a requirement that all federal contracts in excess of $550,000 ($1,000,000 in the case of construction contracts for public facilities) be accompanied by a formal subcontracting plan containing separate goals for small business and small disadvantaged business.
-  All contractors with subcontracting plans should review SBA’s regulation at 13 CFR 125.3, *Subcontracting Assistance*, which is available at _[http://www.sba.gov/library/lawroom.html](http://www.sba.gov/library/lawroom.html)__ for a more comprehensive listing.  This regulation provides specific examples of actions a contractor can take, including many of those listed above, to demonstrate a good-faith effort to meet the goals in its subcontracting plan. _

## Subcontracting Federal Acquisition Regulations (FAR)

**Federal Acquisition Regulations (FAR) Part 19 (48 CFR)**
- FAR Part 19 implements the procurement sections of the Small Business Act.  Federal contracting agencies must conduct their acquisitions in compliance with these regulations.  OTSB contractors are required to comply with certain clauses and provisions referenced in the FAR.
- Subpart 19.1 prescribes policies and procedures for Size Standards.  (Also in Title 13 of the U.S. Code of Federal Regulations.  See Chapter 5 for more detailed information.
- Subpart 19.7 prescribes policies and procedures for subcontracting with SB, SDB, WOSB, VOSB, SD/VOSB, and HUBZone SB concerns.
- Subpart 19.12 prescribes policies and procedures for the SDB Participation Program including incentive subcontracting with SDB concerns.
- Subpart 19.13 prescribes policies and procedures for the HUBZone SB Program

## Post Award Subcontracting Responsibilities

**Who is Responsible for Enforcing the Subcontracting Rules?**
**What type of reports are filed?**
**Individual Subcontract Report (ISR) Subcontracting Report for**
**	****Who submits reports? **
**	****How often is the ISR submitted?**
**	****What is reported on the ISR?**
**Summary Subcontract Report (SSR)**
**	****Who submits the SSR?**
**	****To whom is the SSR submitted?**
**	****How often is the SSR submitted?**
**	****What is reported on the SSR?**

## Who is Responsible for Enforcing the Subcontracting Rules

**Who is Responsible for Enforcing the Subcontracting Rules?**
- The SBA, through the Small Business Act as amended, is designated as the principal government agency responsible for enforcing the provisions of the law pertaining to subcontracting.  The authority to carry out these responsibilities is incorporated into government contracts by clauses required by the FAR.
- The awarding agency has oversight of the Subcontracting Plan (to include accomplishments toward the plan). The Subcontracting Plan is administered by the Administrative Contracting Officer (ACO) who is responsible for assisting in the evaluation of Subcontracting Plans, and for monitoring, evaluating and documenting contractor performance on behalf of the awarding agency.  The ACO responsibility is separate and distinct from SBA’s responsibility.
- The SBA Commercial Marketing Representative (CMR) monitors goal achievement after contract award and conducts various types of reviews, including Subcontracting Program Compliance Reviews and Subcontracting Orientation and Assistance Reviews.

## What Type of Subcontracting Report do I file?

- All Other Than Small Businesses (OTSB) that have one or more prime contract and/or subcontract in excess of $550,000 ($1 million for construction of a public facility) with the federal government, and have one of the Subcontracting Plans below must submit a subcontracting report:
** ****Individual Subcontracting Plan (ISP):** which is a plan that covers the entire contract period (including options) applicable to a specific contract. Holders of an ISP file an Individual Subcontracting Report (ISR) and a Summary Subcontracting Report (SSR)
**Master Subcontracting Plan (MSP):** which contains all the required elements of an individual plan, except goals.  As the company receives government contracts requiring subcontracting plans, it develops goals specific for each plan.  A Master Plan is in effect for three years; however, when incorporated into an individual plan, it applies to that contract throughout the life of the contract. Holders of an MSP file an Individual Subcontracting Report (ISR) and a Summary Subcontracting Report (SSR)
**Commercial Subcontracting Plan:** Is different from the ISP and MSP. This plan  applies to a OTSB that is selling a “commercial item” to the government (see definition at FAR 52.202-1). The “commercial item” is not sold exclusively to the government. The Commercial Subcontracting Plan can be either on the entire company or a portion of the company (such as a division or product line). Only the Prime contractor whom is awarded a contract under an approved Commercial Subcontracting Plan is required to file an SSR for Commercial Plan.
**Department of Defense (DOD) Program for Comprehensive Small Business Subcontracting Plan:** for selected contractors. This program, limited to a few DOD OTSB contractors, authorizes the negotiation, administration, and reporting of Subcontracting Plans on a plant, division, or company-wide basis for all defense contracts, rather than Individual Subcontracting Plans for every contract over $500,000.  File the CSP report.
- For more information on filing the ISR and SSR mentioned above download the training material for each at     	_[www.esrs.gov](http://www.esrs.gov/)__ _

## General Requirements for Reports filed in eSRS

- Below you will find general requirements for all reports filed within eSRS for more specific information on a report download that specific reports training material at _[www.esrs.gov](http://www.esrs.gov/)__ under “Training Material.”_
- You must have a supporting written size self-certification for every small business you are counting in the small business and socioeconomic section of this report (for ANCs and Indian Tribes, see the authorized special legislation at _[http://www.arnet.gov/far/facframe.html](http://www.arnet.gov/far/facframe.html)__ see FAC 05-019).  If you do not have a written size self-certification, you must count these subcontracts in the large business field.  Per 13 CFR 121.411(a), a subcontractor must “qualify and self-certify as a small business at the time it submits its offer as a section 8(d) subcontractor.” Do not retro actively apply subcontracting accomplishments. _
- Subcontract award data reported in this report shall be limited to awards made to your company’s immediate subcontractors. Your company shall not report subcontract awards made by your subcontractors, except as authorized in special legislation for ANCs and Indian tribes. For more information on the special legislation for ANC and Indian tribe visit _[http://www.arnet.gov/far/facframe.html](http://www.arnet.gov/far/facframe.html)__ see FAC 05-019._
- All data reported in eSRS must be accurate and have supporting documentation available for review when requested.
- Contractors are responsible for filing subcontract reports in eSRS 30 days after the end of the reporting period.
- Reports should be submitted even if you have no subcontracting accomplishments.
- If reporting zero subcontracting awards an explanation and future plan of action must be provided in the remarks section of the report.
- Contractors are required to print the report, have their CEO sign, and keep it on file indefinitely.

## Summary Subcontract Reports (SSR) for Individual Contracts

**Things you should know for work performed for civilian and Department of Defense agencies under an approved Individual or Master Subcontracting Plan.**
- A SSR for individual contracts must be submitted to each federal agency for which the OTSB is performing work (as a prime and/or subcontractor), covering only that federal agency's contracts subcontracting accomplishment data for the specific reporting period (Oct-Sept)
- The SSR must also include subcontract awards on all contracts with the agency to which the report is being submitted, including contracts below the dollar threshold for a subcontracting plan.  In other words, the SSR must cover all subcontracting activity on all contracts with a specific agency, regardless of whether or not a particular contract contains a subcontracting plan
- DoD and NASA contractors submit **semi-annual** reports,  due April 30 and October 30 which is 30 days after the reporting period ends
- For all civilian agency contractors except NASA submit **annual **reports**, **due October 30, which is 30 days after the government’s fiscal year ends.
- Contractors are responsible for filing subcontract reports on time in the electronic Subcontracting Reporting System (eSRS)
- Contractors are required to provide a notification e-mail address in the report for the federal government agency they are submitting the report to
- Contractors are required to print the report, have the CEO sign it and keep it on file
- Prime contractors and large business subcontractors must inform their subcontractor  to enter their reports in eSRS under the flow down requirement
- All SSR’s whether filed as a prime contractor or subcontractor or both will be reviewed by the government.
- All data reported must be accurate and have documentation available for review when requested

## Summary Subcontract Reports  for Commercial Plan

**	****Things you should know for work performed for civilian and Department of Defense agencies under an approved  Commercial Subcontracting Plan: **
- 30 days after the government fiscal year ends or as agreed upon in the contract (new requirement per the eSRS FAR case that is published as a interim rule and is availiable for public comment at).
- Prime contractors only file one report regardless of the number of Federal government agencies with which they have contracts covered under the approved commercial plan.
- Prime Contractors list the subcontracting “% attributable” to each Federal government agency separately in the “% attributable” section of the report.
- Prime Contractors provide a notification e-mail address in the report for each Federal government agency to which they have allotted a “% attributable” for subcontracting
- The large and small dollar requested in section 1 of the report are total dollars awarded to subcontractors for items under the approved Commercial Plan not sales dollars
- The dollar amounts in section 1-7 reflects all subcontracting activity (government and commercial) company-wide or division-wide (based on the approved commercial plan) awarded during the report year.
- The % of subcontracting attributable to an agency should never be 100%
- If the % of subcontracting attributable to an agency is zero (0), provide an explanation in the remarks field

## Individual Subcontract Report (ISR)

**Things you should know for work performed for civilian and Department of Defense agencies under an approved Individual Subcontracting Plan**
- A regular report is submitted semi-annually during contract performance the report is due (April 30 and Oct 30)
- A final report is  due at the completion of contract performance
- Reports should be submitted even if no subcontracting has taken place
- OTSB subcontractors with subcontracts meeting the threshold requirement in excess of $550,000,($1 million for construction of public facility) are required to file this report in eSRS to their prime/higher tier contractor. _**Prime contractors**_ submit their ISRs to each federal agency with which they have Individual Contract Plans; _**Subcontractors**_ submit their ISRs to the prime contractor, or, to the higher-tier subcontractor that awarded them their subcontract.
- The prime/higher tier contractor must _**review**_ and _**accept or reject **_the OTSB subcontractor’s ISR in eSRS
- Prime/higher tier subcontractors must provide their subcontractor’s with the email address of the employee who will be evaluating their report in eSRS. Doing this will allow the evaluator to view the report
- To view lower tier subcontracting reports once in  your eSRS account click on “Contract Worklist” ;click on the contract you which to view; than click the “Lower-Tier Subcontracting Report Tab”
- A separate ISR must be submitted _for each contract_ containing an Individual Contract Plan.
- Achievements on the ISR are to be reported on a cumulative basis since the inception of the contract. Only include indirect cost if it  is allowable per your subcontracting plan for the specific contract
- If you can not locate the contract that you which to report on in eSRS contact your contracting officer.

## Government Responsibilities

- Establish regulation, policy and procedure
- Provide Contact Information
- Inform you of your Subcontracting Reporting Requirements
- Review Report(s)
- Accept or Reject Subcontract Report Data
- Solve Subcontracting & eSRS Reporting Problems
- Answer eSRS and Subcontracting Questions

## Help Information

- eSRS Helpdesk can be reached at 703- 373-7040 or by clicking on “helpdesk” link at the left hand corner of any eSRS screen while in eSRS.
- Send a technical helpdesk ticket for eSRS system functionality questions
- Contact the contracting officer or agency contact of whom awarded you the contract for questions pertaining to subcontracting, reporting or contract concerns.
- If the information pulled from the contractor DUNS# is incorrect, contact the CCR Assistance Center at 888- 227-2423.
- For training and all unanswered eSRS and subcontracting questions, contact your SBA CMR’s at _[http://www.sba.gov/GC/cmr.html](http://www.sba.gov/GC/cmr.html)__ under Contacts/Representative to the right of the website._
- For all other concerns, contact Integrated Acquisition Environment at _[integrated.acquisition@gsa.gov](mailto:integrated.acquisition@gsa.gov)__._

## eSRS Manauals

- User Guides: Within eSRS there are User Guide that provides navigational flow and system functionality descriptions to assist users.
- This guide can be found under the “User Guides” section of eSRS homepage at www.esrs.gov
- The User Guide provides navigational and system functionality information only
- Topics in the “User Guide” are:
- Section 1: Log-in to ESRS
- Section 2: myESRS
- Section 3: Profile
- Section 4: Contract Worklist
- Section 5: Individual Subcontract Reports (Prime)
- Section 6: Summary Subcontract Reports (Prime)
- Section 7: Filing Reports as a Sub Contractor
- Section 8: Year-End Supplementary Report for SDBs
- Section 9: SDB Participation Report (Form 312)
- Section 10: Batch Uploads
- Assistance on filing specific reports can also be found on eSRS homepage under “Training Material”

## Reports filed in eSRS

- The following reports are filed in eSRS:

## Registering in eSRS

## Permission and User Levels within eSRS

_***Permission Levels/Roles***_
**Agency Coordinator (AC)**AC has full access to eSRS for their agency and below. User can manage other agency contacts, manage new agency contact registrations, view/accept/reject contractor reports and run reports on data from their registered level and below. AC’s are also the liaison between your agency an eSRS Usergroup.
**Point of Contact (POC)**POC users manage other agency contacts, manage new agency contact registrations, view/accept/reject contractor reports and run reports on data from their registered level and below
**Contracting Official (CO)**CO users view/accept/reject contractor reports and run reports on data from their registered level and below
**Designated Government User (DGU)**DGU users view accepted contractor reports and run reports on data from their registered level and below.
_***User Levels***_
**Agency:** You may view eSRS data agency-wide.
**Contracting Office:** You may view eSRS data for a specific contracting office.

## Registering in eSRS (cont)

_**To Develop a User Account**_**:**
- Log onto _[www.eSRS.gov](http://www.esrs.gov/)_
- Click on Government
- Click on register
- The red * denotes mandatory fields to complete registration
_**The following information will be needed to complete the registration:**_
- Full Name                        – Agency Name
- E-mail address                 – User Level
- Telephone Number          – Supervisor’s Name and Email Address
- Enter a Password             – Permission Level/Role
- Once you have submitted your registration you will receive an e-mail from eSRS.
- Your eSRS Agency Coordinator Or Point of Contact must approve your registration before you can access eSRS

## Password

- If you are attempting to access the eSRS but have forgotten your password. Click on the “Forgot my password” tab on the log on screen, enter the email address on file in your eSRS account and a new password will be sent to that e-mail address.
- Once you have logged into eSRS. Proceed to “My Account” to change your password to one of your choice.

## Navigation Overview

## Navigation Overview

_***Pending Actions:***_*** ***Is a listing of all pending registrations and reports for your review.
_***eSRS Statistics***_*:* Provides a summary of your agency’s contacts, contracts and  reports.*** ***
_***Reports***_*: *Provides a listing of reports submitted to your agency for you to review, approve or reject.
_***Individual***_*** – ***You will view Individual Subcontracting Report (ISR) data.
_***Summary***_***- ***You will view commercial and individual Summary Subcontracting Report (SSR) data.
_***Year-End Supplementary SDBs: ***_You will view Year-End Supplementary Report for Small Disadvantage Business.
_***SDB Participation ***_You will view Small Disadvantage Participation Report the old form-312.
_***Agencies:***_*** ***This section provides you with  a listing of your parent agency and sub agencies eSRS registered users.  An arrow (►) indicates there is a sub agency listing you may select from.
_**Contracts:**_*** ***Provides a listing of your agencies contracts currently in eSRS.
_***Reporting:***_*** ***This section is where you would go to print a standard or ad hoc report.
_***My Account:***_*** ***Allows you to update/change user information and password.

## Change/Update Account Information & Password

***Click on “My Account” from the navigation bar.***
- You can review & update your account information by clicking on the “**General Information” tab.**
- To update/change your information, simply remove the existing and enter the new information than click save.
- To change your password click on the **“Password”** tab.
- Enter your new password and click **“save ”**.

## Report Status Descriptions

-    		_***Pending***__*:*_   The report has been submitted and is awaiting to be “accepted or rejected” by the appropriate   		                   government official.	_***Revised***__*:*_   The report was revised by the contractor and is awaiting to be “accepted or rejected” by the appropriate   	                  government official.	_***Accepted:***_ *A government official has reviewed the report and has found no known errors, issues or concerns and **	**                 doesn’t require any clarification, information, and/or correction at this time and they acknowledge **	**	**                receipt of the report.* The report can be rejected at a later date.
- 		_***Rejected:***_ A government official has reviewed the report and has** **found errors, issues or concerns and requires                     	                 clarification, information, and/or correction and they are not acknowledging receipt of the report
**	****	**_**Reopened:**_ The report was reopened by a government official after being previously accepted because upon review 	                    of the report the government official ** **found errors, issues, concerns and requires clarification, 		                    information, and/or correction.

##  How to Accept or Reject a report

- Within the report click the dropdown arrow on the “Accept/Reject” box.
- Click on either “Accept or Reject”
-  If you “reject” a report, a notification box will appear. Enter your reason for rejecting the report.
- An email will be sent to the contractor advising that you have either accepted or rejected their report.

## How to run “predefined or ad hoc” reports 

- From eSRS main screen click on “Reporting”
- Scroll to the bottom of the screen and click “add new”
- On the next screen choose from a list of predefined reports by clicking on the report of your choice and clicking continue
- From the drop down menu select the report’s “reporting year”
- Than click submit
- Once your report is complete the “View Report” box will appear click on this box and view your report.

## Reporting Functions when Viewing a Report

- The following options are available once the report has been generated:
- Run the report again by clicking on **“Regen Report”**
- Show the report in a separate browser by clicking on **“Open in New Window”**
- Transfer the report into an Excel Workbook by clicking on** “Save as Excel”**
- Once you have transferred the report into Excel change the numerical values to 2 digits after the decimal to ensure viewing  accuracy
- Re-configure the report by clicking on **“Change Settings”**.
- Go back to the report list by clicking on **“Return to Report List”**

## Reporting Functions for Saved Reports

- Once you have run a report the system will automatically save it.
- To view a saved report click on **“Reporting”** from the eSRS main screen/homepage
- A list of  saved reports will be displayed
- There are several options to chose from once the reports list is displayed
- To view the report click on
- To edit the report parameters click on
- To regenerate the report click on
- To see the results of the previous ran report click on
- To delete the report click on

## Contractor’s Report Status Descriptions

_***Report Status:***_ The status for each report is displayed in the status column of the reports home screen
-         	 _***Draft***__*:*_        You began working on a report, however did not complete it and/or submit it for approval.	 _***Pending***__*:*_   The report has been submitted and is awaiting to be reviewed and **“Accepted or Rejected”** by the 	appropriate government official or higher tier large business contractor.	_***Revised***__*:*_   The report was revised by the contractor and is awaiting to be reviewed and **“Accepted or Rejected”** by       	the appropriate government official or higher tier large business contractor.	_***Accepted:***_ *A government official *or higher tier large business contractor* has reviewed the report and has found no **	*known errors, issues or concerns and doesn’t require any clarification, information, and/or correction at this time and 	they “Accept” receipt of the reports data. The report can be **“Reopened”** at a later date if deemed necessary by the 	Federal government official or higher tier large business contractor.
- 		_***Rejected:***_ A Federal government official or higher tier large business contractor has reviewed the report and has** **found 	errors, issues or concerns and requires  clarification, information, and/or correction and they are not accepting receipt of 	the reports data at this time. Once the report concerns have been addressed and/or corrected the report will be 	**“Accepted”.**
**	****	**_**Reopened:**_ The report was reopened by a Federal government official or higher tier large business contractor after 	        being previously “Accepted” because upon further review of the report the government official ** **found 		        errors, issues, concerns and requires clarification, information, and/or correction. Once the report concerns have       	         been addressed and/or corrected the report will be **“Accepted”.**

## Establishing regulation, policy and procedure 

- The Office of Federal Procurement Policy has issued guidance for all civilian (non Department of Defense) agencies to use eSRS in the interim of the approved FAR case. You can read this memorandum at http://www.whitehouse.gov/omb/procurement/publications/electronic_srs.pdf
- Currently each agency establishes internal policy and procedures for reviewing the data within eSRS

## Contractor’s view when filing reports in eSRS

## Contractor’s view when filing reports in eSRS

- The following reports are filed in eSRS:

## Contractor’s view when registering in eSRS

## Contractor’s view of change/update account information & password

***Click on “Profile” from the navigation bar.***
- You can review & update your account information by clicking on the “**Core” tab**
- To update/change your information, simply click the  **“Edit**” button
- You may only change the  information you entered during registration any data pre-populated from your DUNS# must be changed at www.ccr.gov. After editing the information, click on the  **“Submit”** button.
- To change your password click on the **“Account “** tab
- Enter your new password and click **“Save Password”** when done.

##  Contractor’s information needed when  registering in eSRS (cont)

_**To Develop a User Account, the contractor will need**_**:**
_**To log onto www.eSRS.gov**_
- Click on Contractor
- Click on register
_**You must have your organization’s DUNS Number:**_
- If you do not have a DUNS# you will not be able to register within eSRS.
- You may obtain a DUNS# from Dunn and Bradstreet via the Central Contractor Registration (CCR) at  www.ccr.gov website
-  You will not be able to edit the pre-populated information downloaded into your account from your DUNS# in eSRS. You must go into CCR to update this information
_**The **__**red ***__** denotes mandatory fields to complete registration:**_
- Full Name                        – Company Name
- E-mail address                 – Company Address
- Telephone Number          – Supervisor’s Name and Email Address
- Enter a Password             – Authorization
- Once you have submitted your registration you will receive an e-mail from eSRS. Please click on the link within the e-mail to activate your eSRS account

## Contractor’s Navigational Overview

## Contractor’s Navigational Overview (cont)

_***Announcement: ***_This section provides you with important subcontracting and eSRS announcements.
_***Alerts: ***_Is a direct link to view (Rejected and Reopened) reports.
_***myESRS: ***_myESRS will return you to the home page.
_***Profile***_*:* The profile page allows you to edit your eSRS account information.
_***Contract Worklist***_*: *The Contract work list allows you to view all contracts that have been linked to your account which included lower tier subcontractor’s reports linked to your contracts.

## Contractor’s Navigational Overview (cont)

_***File / Review Reports or File Buttons on Home Screen:***_
_***Individual Subcontract Reports (ISR)***_*:  *The ISR area allows you to file a new and review existing ISR’s
_***Summary Subcontract Reports (SSR)***_*: *The SSR area allows you to file a new and review existing SSR’s.
_***Year-End Supplementary Report for SDBs: ***_This section allows you to file a new and review existing Year-End Supplementary Report for SDBs.
_***SDB Participation Report (Form 312): ***_allows you to file a new and review existing the optional SDB Participation Report (Form 312). File this report only if the clause 52.219.25 is  apart of your contract.
_***Batch Upload Reports***_
- The batch upload section allows you to download a Microsoft® ExcelTM template that can then be exported to a CSV (comma separated value) or tab delimited file and then imported into eSRS.  This feature allows you to file multiple subcontract reports at once .

## Contractor’s Report Status Descriptions

_***Report Status:***_ The status for each report is displayed in the status column of the reports home screen
-         	 _***Draft***__*:*_        You began working on a report, however did not complete it and/or submit it for approval.	 _***Pending***__*:*_   The report has been submitted and is awaiting to be reviewed and **“Accepted or Rejected”** by the 	appropriate government official or higher tier large business contractor.	_***Revised***__*:*_   The report was revised by the contractor and is awaiting to be reviewed and **“Accepted or Rejected”** by       	the appropriate government official or higher tier large business contractor.	_***Accepted:***_ *A government official *or higher tier large business contractor* has reviewed the report and has found no **	*known errors, issues or concerns and doesn’t require any clarification, information, and/or correction at this time and 	they “Accept” receipt of the reports data. The report can be **“Reopened”** at a later date if deemed necessary by the 	Federal government official or higher tier large business contractor.
- 		_***Rejected:***_ A Federal government official or higher tier large business contractor has reviewed the report and has** **found 	errors, issues or concerns and requires  clarification, information, and/or correction and they are not accepting receipt of 	the reports data at this time. Once the report concerns have been addressed and/or corrected the report will be 	**“Accepted”.**
**	****	**_**Reopened:**_ The report was reopened by a Federal government official or higher tier large business contractor after 	        being previously “Accepted” because upon further review of the report the government official ** **found 		        errors, issues, concerns and requires clarification, information, and/or correction. Once the report concerns have       	         been addressed and/or corrected the report will be **“Accepted”.**

## Contractor’s Error Screen

## Help with eSRS and Subcontracting questions

- Detailed training material is available at www.esrs.gov under “Training Material”
- Review the frequently asked questions (FAQ) tab on eSRS homepage
- The Federal Government Agency whom awarded the contract is responsible for answering  Prime and Subcontractor’s questions related to eSRS and Subcontracting policy and reporting concerns.
- If you require additional assistance after contacting the federal agency whom awarded you the contract, contact your Small Business Administration (SBA) Commercial Marketing Representative (CMR). They are your small business liaison and can assist you with any subcontracting concerns including training. You can locate your CMR at
- http://www.sba.gov/aboutsba/sbaprograms/gc/contacts/gc_cmr.html.

## eSRS Helpdesk

## eSRS Helpdesk

** **
- Only send questions/concerns/issues pertaining to the eSRS system to the eSRS Technical helpdesk.
- The link for the eSRS helpdesk is located at www.esrs.gov in the bottom left-hand corner of any screen.
- eSRS **registration and system functionality** issues/concerns and/or comments should be e-mailed to the **eSRS technical  helpdesk**; be sure to click “**Technical” ** when filling out the data form.
- Question on understanding the eSRS **data fields** click on the “help button” located at the top of the field
- Send an e-mail to eSRS “**Non-Technical”** helpdesk for assistance with non-technical eSRS matters; be sure to click “Non-Technical”.
- For all other concerns, contact Integrated Acquisition Environment at integrated.acquisition@gsa.gov.