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Transcript of Https:// Naval Sea Logistics Center Welcome to ACASS/CCASS/CPARS Focal Point Training...
https://www.cpars.csd.disa.milhttps://www.cpars.csd.disa.mil
Naval Sea Logistics Center
Welcome toWelcome to
ACASS/CCASS/CPARS ACASS/CCASS/CPARS Focal PointFocal Point TrainingTraining
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Naval Sea Logistics Center
AGENDA AGENDA
Policy
Contract Registration
Functions Overview
Access Authorization
Points of Contact
Online Resources
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Naval Sea Logistics Center
CPARS Regulatory RequirementsCPARS Regulatory Requirements
FAR 42.1502 & 42.1503: Agencies Shall Prepare an Evaluation of Contractor Performance and Submit to PPIRS
FAR 15.304: Past Performance Shall be Evaluated in All Source Selections for Negotiated Competitive Acquisitions
Federal Acquisition Regulation (FAR)
CPARS Shall be Used to Prepare Contractor Performance Evaluations
PPIRS Shall be Used as a Source of Past Performance Information in Source Selections
AcquisitionRegulation Supplements
Navy: NMCARS 5242.15 & 5215.305Air Force: AFFARS 5342.1503 & 5315.305, AF Past Performance Evaluation GuideArmy: AFARS 5142.15
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Naval Sea Logistics Center
ACASS/CCASS RequirementsACASS/CCASS Requirements
FAR 42.1502 & 42.1503: Agencies Shall Prepare an Evaluation of Contractor Performance and Submit to PPIRS
Collection of Contractor Past Performance Information
FAR 15.304: Past Performance Shall be Evaluated in All Source Selections for Negotiated Competitive Acquisitions (Includes Construction)
FAR 36.303-1: Past Performance Shall be Included as an Evaluation Factor for Two-Phase Design-Build Source Selections
FAR 36.602: Agency Must Consider Offeror Past Performance in Selection of Firms for Architect-Engineer Contracts
Source Selections and OfferorPast Performance Information
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Naval Sea Logistics Center
Gov’t Source Selection Officials
Past Performance Process OverviewPast Performance Process Overview
Contractor Representative
Gov’t Program Manager/Contracting Officer
Contractor SeniorManagement
PPIRSCPARS/ACASS/CCASS
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Naval Sea Logistics Center
Need for ImprovementNeed for Improvement
DoD Inspector General Audit D-2008-057 “Contractor Past Performance Information” February 29, 2008
– Eligible Contracts Not Being Registered in CPARS– Performance Reports Not Being Entered in CPARS in a
Timely Manner– Narratives of Insufficient Detail to Show that Ratings are
Credible and Justified
Incomplete/Non-Existent/Untimely Performance
Reports May Negatively Impact the
Source Selection Process
This class will help you avoid these pitfalls.
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Naval Sea Logistics Center
Primary ObjectivesPrimary Objectives
Support Best Value Source Selection Decisions – Support Best Value Source Selection Decisions – Awards for Proven Performers (FAR 15)Awards for Proven Performers (FAR 15)
Provide Up-To-Date Documentation of Contractor’sProvide Up-To-Date Documentation of Contractor’s Ability to Meet Requirements (FAR 42)Ability to Meet Requirements (FAR 42)
Motivate Improved PerformanceMotivate Improved Performance
Facilitate Government - Contractor CommunicationFacilitate Government - Contractor Communication
Determine Prospective Contractor Responsibility Determine Prospective Contractor Responsibility (FAR 9)(FAR 9)
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Naval Sea Logistics Center
Assessments/EvaluationsAssessments/Evaluations
Treated as Source Selection Information IAW FAR 3.104
Pre-Decisional in Nature
Protected Throughout Life CycleAccessible By:– Government Personnel with Need to Know
– Contractor who is Subject of Evaluation
ACASS/CCASS Evaluations Retained for 6 Years in PPIRS After Completion by Reviewing Official
CPARS Retained for 3 Years in PPIRS After Contract Completion
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Naval Sea Logistics Center
CPARS Reporting ThresholdsCPARS Reporting Thresholds
Business Sector Dollar Threshold*
Systems > $5,000,000
Ship Repair & Overhaul > $500,000
Services > $1,000,000
Health Care > $150,000
Operations Support > $5,000,000
Fuels > $150,000
Information Technology > $1,000,000
*Civil Agencies > $150,000
Government may choose to write a CPAR on contracts below the dollar thresholds
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Naval Sea Logistics Center
ACASS/CCASSACASS/CCASSReporting ThresholdsReporting Thresholds
Construction
> $650,000
All Terminations for Default
Contract Dollar Threshold
Architect-Engineer > $30,000All Terminations for Default
Gov’t may choose to write an evaluation on contracts below the dollar thresholds
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Naval Sea Logistics Center
Automated WorkflowAutomated Workflow
ContractRegistration
Enter ProposedRatings
Validate ProposedRatings
Review ContractorComments
Reviewing OfficialComments
ContractorComments
PPIRS
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Naval Sea Logistics Center
Assign User Access
Determine Contracts Requiring Evaluations
Registers Contracts
Educate and Assist Users
Provide Guidance to Contractors
GovernmentOnly!
Focal PointFocal Point
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Naval Sea Logistics Center
Additional User RolesAdditional User Roles
Contractor Rep (CR) – Provides Comments
Required
Assessing Official (AO) – Writes CPAR, Reviews Contractor Comments
Required
Contract Data Entry (CDE) – Registers
Contract
Optional
Assessing Official Rep (AOR) – Assists AO in
Drafting CPAR
Optional
Reviewing Official (RO) – Resolves Disputes
CPARS -Required if DisagreementACASS/CCASS – Always Required
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Naval Sea Logistics Center
User Access MatrixUser Access Matrix
Determine Process Participants– Names– Email Addresses
Minimum Required Roles– Assessing Official– Contractor Representative– Reviewing Official (If Contentious)*
Optional Roles– Contract Data Entry (If Manual Registration)– Assessing Official Representative– Reviewing Official (If Not Contentious)*
*Reviewing Official Mandatory in ACASS/CCASS
Helpful Hint:Ask Contracting
Office or Requiring Office to provide
User Access Matrix.
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Naval Sea Logistics Center
Access for IDIQs, BPAs, & BOAsAccess for IDIQs, BPAs, & BOAs
Giving access at the basic contract level allows the user to access the basic ONLY; they will not be able to access any orders. If a user needs to access orders under the basic, access needs to
be given for each order individually.
ImportantNote
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Naval Sea Logistics Center
Focal PointFocal Point
Assign PlayersContract Number Role Player E-mail
N4511202C7000 Contract Data EntryAssessing Official RepAssessing OfficialContractor RepReviewing Official
Phil OdendronSteve JonesMary GivensMark SmithMaria Lopez
[email protected]@[email protected]@[email protected]
N4511202C8000 Assessing Official RepAssessing Official RepAssessing OfficialContractor RepReviewing Official
Steve WarnerMary GivensMaria LopezKelly WarnerEldon Roofer
[email protected]@[email protected]@[email protected]
N4511202C9000 Assessing OfficialContractor RepReviewing Official
Mary GivensDoreen BunnyMaria Lopez
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Naval Sea Logistics Center
WorkflowWorkflow
ContractRegistration
Enter ProposedRatings
Validate ProposedRatings
Review ContractorComments
Reviewing OfficialComments
ContractorComments
Manual:Focal PointContract Data EntryAssessing OfficialAssessing Official Rep
Automated:Focal Point
A.A. Focal Point Focal Point Assigns UsersAssigns Users
B.B. Contract is Contract is registeredregistered
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Naval Sea Logistics Center
RequirementsRequirements
Focal Point Only
Auto Register Within 30 Days of Contract Award
Auto Register ONCE per Contract
Must Complete APM Field
Contract Registration (Automated)
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Naval Sea Logistics Center
Contracts Auto Registered With No Users Assigned
Users Assigned to Contract Which Has Not Been Registered
Weekly Email NotificationsWeekly Email Notifications
Helpful Hint: Auto register contracts and assign users concurrently.
Contract Registration (Automated)
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Naval Sea Logistics Center
RequirementsRequirements
Register Within 30 Days of Contract Award
Register ONCE per Contract
Enter Basic Contract Information
Must Complete Mandatory Fields
Contract Registration (Manual)
Note: Be sure to review
local policy guidance regarding
assignment of the Contract Registration
function.
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Naval Sea Logistics Center
Logging InLogging In
DoD Users– User ID Required– PKI Certificate Required (CAC Card)
Contractor Users– User ID Required– PKI Certificate Encouraged
Purchase from External Certificate Authority
– Password Required if No PKI Certificate
Non-DoD Users– User ID Required– Password Required
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Naval Sea Logistics Center
Logging InLogging In
First Time Logging In? Forgot Password?Select Forgot Password. Enter the system User ID that was emailed
to you and your email address. CPARS will generate a temporary password and send it to you via email.
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Naval Sea Logistics Center
Contract Registration (Automated)
1. Select Auto Register Contracts
2. Enter Contract Office Code(s) or Full/Partial Contract #
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Naval Sea Logistics Center
Contract Registration (Automated)
1
2
3
1. Select APM 2. Select Contract(s) 3. Click Register
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Naval Sea Logistics Center
Manual Registration
1. Enter Contract Number & Order Number (if applicable)
2. Select Register a Contract
These steps are also used to update contract registration records.
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Naval Sea Logistics Center
Manual Registration
1. Enter CAGE, DUNS, or Company Name
2. Select Company by Clicking on DUNS
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Naval Sea Logistics Center
Manual Registration
Company Information pulled in from Central Contractor Registration (CCR)
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Naval Sea Logistics Center
Manual Registration
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Naval Sea Logistics Center
Access AssignmentAccess Assignment
Access Authorization– Create New User Access
Enter or Select Contract(s)
Select User Role
Enter User Name– Enter New User Name & Email Address– Select Existing User
Create User Access Matrix
Automatic Email Notifies Users of Access Assignment– User ID– Use Forgot Password Function if New User (Non-PKI)– Synopsis of User Role
Helpful Hint: If user(s) need access to multiple contracts, give access to
all the contracts at the same time.
Access must be Access must be granted in granted in
correct module!correct module!
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Naval Sea Logistics Center
Access AssignmentAccess Assignment
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Naval Sea Logistics Center
Access AssignmentAccess Assignment
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Naval Sea Logistics Center
Access AssignmentAccess Assignment
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Naval Sea Logistics Center
Modifying AccessModifying Access
Access Authorization– Modify Existing User Access
Modify by Contract– List of All Users with Access to Specific Contract– Change User’s Role for Specific Contract– Remove User From Contract– Delete User
Modify by User– List of All User’s Contracts– Change User’s Role on Contract(s)– Remove User From Contract(s)– Delete User
Remove AccessCan No Longer Access Specific Contract; User
Account Still Exists
Delete User Can No Longer Access
Any Contracts; User Account No Longer
Exists
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Naval Sea Logistics Center
Modifying AccessModifying Access
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Naval Sea Logistics Center
Modifying AccessModifying Access
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Naval Sea Logistics Center
Modifying AccessModifying Access
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Naval Sea Logistics Center
Modifying AccessModifying Access
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Naval Sea Logistics Center
Modifying AccessModifying Access
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Naval Sea Logistics Center
Account MaintenanceAccount Maintenance
Access Authorization– Modify Existing User Access
Modify by User
Change User Profile– Name, Organization, Title– Email Address– Phone Numbers
Reset Password (Non-PKI)– New Temporary Password
Update User’s Signature Block
Helpful Hint:Forgot Password Button is Preferred Way of Resetting
Passwords
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Naval Sea Logistics Center
Access TransfersAccess Transfers
Access Authorization
– Transfer User Access to Another User
Transfer From User
– Retain Account Following Transfer– Delete Account Following Transfer
Transfer Contracts
– Specific Contract– All Contracts
Transfer To
– New User
– Existing User
User will still access CPARS, but will use different contracts.
Retain Account
User will no longer access CPARS.
Delete Account
Helpful Hint: Access transfers are a quick way to reassign a large number of contracts when a user changes jobs or retires.
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Naval Sea Logistics Center
Access TransfersAccess Transfers
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Naval Sea Logistics Center
Access TransfersAccess Transfers
Delete user if they no longer need CPARS
access.
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Naval Sea Logistics Center
Alternate Focal PointsAlternate Focal Points
Access Authorization
– Assign Alternate Focal Point– Only Focal Point May Assign Alternates
(i.e., Alternate Cannot Have Alternates)
Assign Up To Three Alternates
Enter User Name
– New User– Existing User
Alternate Focal Point
– Assign– Delete– Reset Password (Non-PKI)
Helpful Hint: If you have a lot of users and contracts to manage, you can have a
full time alternate(s).
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Naval Sea Logistics Center
Alternate Focal PointsAlternate Focal Points
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Naval Sea Logistics Center
Alternate Focal PointsAlternate Focal Points
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Naval Sea Logistics Center
Keep Qualifiers / Parameters Simple
Use Reports to Monitor Process– Evaluation Status– Contract Status
Business Analysis Reports– Consolidated Report
Completed Evals, SF330 II (ACASS), Contract Awards
– Qualified Firm Search (ACASS)
ReportsReports
New! 30 DayRegistration Status Option
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Naval Sea Logistics Center
CPAR Status ReportCPAR Status Report
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Naval Sea Logistics Center
CPAR or Evaluation Status ReportCPAR or Evaluation Status Report
Download into SpreadsheetAdd notes
View access list
View actions taken
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Naval Sea Logistics Center
Contract Status ReportContract Status Report
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Naval Sea Logistics Center
Automatic Email NoticesAutomatic Email Notices
Each Step of Workflow
System Reminders– Evaluation Due (Assessing Official, Assessing Official
Rep, Alt./Focal Point)30 Days Prior
– Helps Ensure Reports Completed On Time
– Evaluation Overdue (Assessing Official, Alt./Focal Point, Reviewing Official (if finalized))
– Contractor Comments Due (Assessing Official, Contractor)
– Contractor Comments Overdue/Review Period Expired (Assessing Official)
– Evaluation Complete (Contractor)– Access Assignment (All Roles)
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Naval Sea Logistics Center
Command Point of Contact - Operational Requirements Committee (ORC)Operational Requirements Committee (ORC)
Senior Command Official -
Higher Level for Monitoring
Contractor Corporate Senior Management Representative -
CEO, President, CFO
Access Granted by DUNS Number
Additional RolesAdditional Roles
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Naval Sea Logistics Center
Forwarding Suggestions or ConcernsForwarding Suggestions or Concerns
“Feedback” in ACASS/CCASS or CPARS
Contact [email protected]
Contact [email protected]
Contact Ed Marceau, CPARS [email protected]
Contact your ORC Representative
All suggestions will be considered!
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Naval Sea Logistics Center
ACASS/CCASS Help DeskACASS/CCASS Help Desk
USACE Contractor Appraisal Information Center (CAIC), Portland, OR– Overall Customer Support, Systems Policies and
Password Resets – Mon-Fri 0630-1530 PST – Tel. 503-808-4590 – [email protected]
Naval Sea Logistics Center Portsmouth, NH– Connectivity, Technical Issues/Concerns– Mon-Fri 0700-1800 EST – Tel. 207-438-1690 – [email protected]
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Naval Sea Logistics Center
CPARS Help DeskCPARS Help Desk
Help Desk (Mon-Fri 7:00am- 6:00pm EST) DSN: 684-1690
Commercial: 207-438-1690
Email: [email protected]
CPARS Web Site: (https://www.cpars.csd.disa.mil)– Feedback– FAQ– Policy Guides– Quality Checklist– User Manual– Training Information
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Naval Sea Logistics Center
Next StepsNext Steps
Evaluate All Eligible Contracts and Orders
Complete Evaluations in a Timely Manner
Improve Detail and Quality of Narratives– Ratings Credible and Justified
Naval Sea Logistics Center
THANK YOUTHANK YOU