1. INFORMATION DEPLOYED. SOLUTIONS ADVANCED. MISSIONS ACCOMPLISHED. Review of New SR15/15a Functionality and Intro to What’s Coming in SR16 SPS Spotlight Series November 2015

2. 2 | CACI Information Solutions and Services | November 2015 | CACI Proprietary Information New Functionality in SR15/15a  PKI  Labor Rates  Size Standards and Unit of Measure  Small Business Indicator  Automated EDA Attachments  SPS Award Pre-Validation – for GFEBS

3. 3 | CACI Information Solutions and Services | November 2015 | CACI Proprietary Information New Functionality in SR15/15a  Beginning with the release of PD² v4.2 Incr 2 SR15, the PD² 4.2 client software is now Public Key-enabled (PKE) for authentication of users to the underlying Sybase Adaptive Server Enterprise (ASE) database server.  For sites deploying SR15, individual use of a Common Access Card (CAC) to uniquely identify an SPS user should be enforced through local policy and standard operating procedures.  Non-CAC users continue to use the traditional user name/password login functionality.

4. 4 | CACI Information Solutions and Services | November 2015 | CACI Proprietary Information New Functionality in SR15/15a  The logon window has changed in SR15. There are now 2 ways to login to PD 2, as follows:  The traditional User ID/password option.  Logging in with CAC

5. 5 | CACI Information Solutions and Services | November 2015 | CACI Proprietary Information  For users who decided to use the CAC option, the first time the Logon with CAC button is clicked, the user will be prompted to register their CAC information.  The following window will appear where the user will enter their PD² login credentials to register as a CAC user.  Again, this is only required for first CAC login or re-registering a CAC login. New Functionality in SR15/15a

6. 6 | CACI Information Solutions and Services | November 2015 | CACI Proprietary Information New Functionality in SR15/15a  Labor Rates This enhancement will update PD² to provide the ability to enter labor rates for priced line items that have a line item contract type of Labor Hours (“LH”) or Time & Materials (“T&M”) on awards, agreement, orders, and their modifications. − The system will prevent release of an award, agreement, or order having a priced LH or T&M line item without a labor rate schedule. A new system administration task will be added where the user can add, edit, or delete a predefined set of labor categories, which can be either active or inactive. Users will be able to view the active, the inactive, or all entries.

7. 7 | CACI Information Solutions and Services | November 2015 | CACI Proprietary Information New Functionality in SR15/15a  Labor Rates Labor Rates are established via the Labor Category task in System Administration.

8. 8 | CACI Information Solutions and Services | November 2015 | CACI Proprietary Information New Functionality in SR15/15a  Labor Rate Schedule If no Labor Rates have been established, the Labor Rate Schedule window will be blank.

9. 9 | CACI Information Solutions and Services | November 2015 | CACI Proprietary Information New Functionality in SR15/15a  Quantity and Unit of Measure This enhancement will update PD² to prevent release of a contract if a priced CLIN or subCLIN with a delivery schedule or period of performance does not have a quantity and unit of measure specified. In addition, the system will not allow a contract to be released if the unit of measure is specified on both an informational parent CLIN and its priced subCLINs or a priced parent CLIN and its informational subCLINs. Warnings will be issued on pre-approval.

10. 10 | CACI Information Solutions and Services | November 2015 | CACI Proprietary Information New Functionality in SR15/15a  Size Standard PD² will be enhanced to add NAICS and Size Standard data fields at the document level for all solicitation and award level documents. − Based on the NAICS selected at the document level, PD² will populate the associated Size Standard value. − When clause 52.204-8 Annual Representations and Certifications is used on a document, PD² will populate the NAICS and Size Standard fill- ins automatically with the document level information This enhancement will add Size Standard information as standard data. This will include the Size Standard value associated to applicable NAICS codes as well as a categorization of the Size Standard as either “Employees” or “Annual Receipts”.

11. 11 | CACI Information Solutions and Services | November 2015 | CACI Proprietary Information New Functionality in SR15/15a  Small Business Indicator This enhancement will update PD² to allow the user to set the vendor size on a document and will require the user to select the vendor size in the Document Classification window before releasing a document. The PD² Application will be updated to advise the user of the vendor size ("Small" or "Other Than Small") when a user runs the pre- Approval checks.

12. 12 | CACI Information Solutions and Services | November 2015 | CACI Proprietary Information New Functionality in SR15/15a  Automated EDA Attachments Upon release, an Attachments folder is created in the specified EDA path.

13. 13 | CACI Information Solutions and Services | November 2015 | CACI Proprietary Information New Functionality in SR15/15a  Automated EDA Attachments New attachment types will be added to the attachment information Classification drop-down. Classification will be required for all new imported attachments.

14. 14 | CACI Information Solutions and Services | November 2015 | CACI Proprietary Information New Functionality in SR15/15a  SPS Award Pre-Validation – for GFEBS PD² has been updated to validate that failures have been addressed prior to releasing the contract document. Contract documents cannot be released with an “ERROR” or “UPDATED” status. Documents with a “WARNING” status send a warning to users but the system does not prevent users from releasing a contract document with this status.

15. 15 | CACI Information Solutions and Services | November 2015 | CACI Proprietary Information New Functionality in SR15/15a  Erroneous PD² Clause Functionality with Multi-Modifications Updated Previously, when creating a multi-modification against delivery orders, contracts or agreements containing clauses, the clauses would display as added and then deleted in the multi-modification Summary of Changes even though no changes were actually made. PD² has been updated such that no changes display. This update addresses SCR number 140723-094700-SP.

16. 16 | CACI Information Solutions and Services | November 2015 | CACI Proprietary Information Now we will proceed to what is coming in PD² v4.2 Incr 2 SR16.

17. 17 | CACI Information Solutions and Services | November 2015 | CACI Proprietary Information Changes Coming in SR 16  PIID (PIIN) Change  PIID (PIIN) Format for Orders and Calls  No Call Order Code  SLOA (Standard Line of Accounting)  Lead Time Events Addition  MCM Release  BPA Discontinuation

18. 18 | CACI Information Solutions and Services | November 2015 | CACI Proprietary Information SR16 PIID (PIIN) Change  DoD, GSA, and NASA have proposed to amend the Federal Acquisition Regulation (FAR) to implement a uniform Procurement Instrument Identification (PIID) numbering system across the Federal Government.  This new system alters slightly the way the PIID or PIIN is displayed.  Essentially it removes the dashes from the number format. Following are examples:

19. 19 | CACI Information Solutions and Services | November 2015 | CACI Proprietary Information SR16 PIID (PIIN) Change Old Contract Number Format: New Contract Number Format:

20. 20 | CACI Information Solutions and Services | November 2015 | CACI Proprietary Information SR16 PIID (PIIN) Change  All new items created in PD 2 in SR16 will use the new format.  Items previously created will continue to use the old format.

21. 21 | CACI Information Solutions and Services | November 2015 | CACI Proprietary Information SR16 PIID (PIIN) Format for Orders and Calls  Further, there will be a new PIID (PIIN) numbering format that applies to all Delivery Orders, Agreement Orders, and BPA Calls.  This new format will be similar to orders off a GSA schedule.  Position “9” of the instrument will be set to “F”.  Following are examples:

22. 22 | CACI Information Solutions and Services | November 2015 | CACI Proprietary Information SR16 PIID (PIIN) Format for Orders and Calls  Old Delivery Order from a “D” type Contract:  New Delivery Order from a “D” type Contract:

23. 23 | CACI Information Solutions and Services | November 2015 | CACI Proprietary Information SR16 PIID (PIIN) Format for Orders and Calls  Old Agreement Order from a “G or H” type Agreement: N68064-16-G-0001-0002  New Agreement Order from a “G or H” type Agreement: N6806416F0002

24. 24 | CACI Information Solutions and Services | November 2015 | CACI Proprietary Information SR16 PIID (PIIN) Format for Orders and Calls  Old Call from a “BPA”:  New Call from a “BPA”

25. 25 | CACI Information Solutions and Services | November 2015 | CACI Proprietary Information SR16 PIID (PIIN) Format for Orders and Calls  The new PIID (PIIN) Format changes will also change the format of Modifications to these instruments.  Old Delivery Order Modification from a “D” type Contract: N68064-16-D-0041-000101  New Delivery Order Modification from a “D” type Contract: N6806416F0011P00001

26. 26 | CACI Information Solutions and Services | November 2015 | CACI Proprietary Information SR16 PIID (PIIN) Format for Orders and Calls  The procedures for the creation of all of these instruments will remain the same. Only the numbering system has changed.  Previous orders, calls, and their mods will continue to use the old numbering system, even when new mods are created.  Old External Order: N68064-16-D-0001-SG01  New External Order” N6806416F0003  As a result of this, the system will no longer assign “Call Order Codes” to External Delivery Orders, External Agreement Orders, or External BPA Calls.

27. 27 | CACI Information Solutions and Services | November 2015 | CACI Proprietary Information SR16 LOA Change  The Deputy Chief Management Officer (DCMO) and Deputy Chief Finance Officer (DCFO) directed efforts to improve financial information and interoperability between business systems.  As part of this effort, they have established the Standard Line of Accounting. (SLOA)  With this enhancement, a new funding strip format named “ SLOA ” has been created.  The SLOA funding strip will reside in the same place as the other funding strips i.e. AF, Navy etc.

28. 28 | CACI Information Solutions and Services | November 2015 | CACI Proprietary Information SR16 LOA Change  The SLOA Funding Strip will use new fields called “Data Elements”. There will be 26 Data Elements.  Each Data Element will contain a specific amount of characters as prescribed by the Field Name.

29. 29 | CACI Information Solutions and Services | November 2015 | CACI Proprietary Information SR16 LOA Change  The following chart shows the “fields” (or Data Elements) and the Field Size that are to be used.

30. 30 | CACI Information Solutions and Services | November 2015 | CACI Proprietary Information SR16 LOA Change  The SLOA Funding Strip will display the values entered for the SLOA data elements delimited with a caret (^) value at the beginning of each data element.  A final caret (^) will be placed at the end of the SLOA funding strip.  The SLOA funding strip field will be able to accommodate a maximum of 231 characters including all 26 SLOA data elements plus the caret (^) delimiters.  Here is an example of an SLOA funding strip: ^F1^AF1^^W543^7655^C^0041^^^JW3211^S^^Y04^^RT08^^^^F4 4600^LAFB4542GF840001^^^^WJ8115456070700^^^

31. 31 | CACI Information Solutions and Services | November 2015 | CACI Proprietary Information SR16 LOA Change  ^F1^AF1^^W543^7655^C^0041^^^JW3211^S^^Y04^^RT08^^^^ F44600^LAFB4542GF840001^^^^WJ8115456070700^^^  Note: Each “caret” (except for the last) indicates a place for a data element in accordance with the Field Name chart previously shown.

32. 32 | CACI Information Solutions and Services | November 2015 | CACI Proprietary Information SR16 LOA Change  When searching for LOAs in the system, the new “SLOA” will be present.

33. 33 | CACI Information Solutions and Services | November 2015 | CACI Proprietary Information SR16 LOA Change  Each data element (or field) will show with its corresponding fill data amount i.e. (6), (4), etc.

34. 34 | CACI Information Solutions and Services | November 2015 | CACI Proprietary Information SR16 LOA Change  If an incorrect amount of characters is entered in the field, an informational message will convey.

35. 35 | CACI Information Solutions and Services | November 2015 | CACI Proprietary Information SR16 LOA Change  Here is what an SLOA will look like when entered into a document on a line item.

36. 36 | CACI Information Solutions and Services | November 2015 | CACI Proprietary Information SR16 Lead Time Event Addition  Sometimes delivery schedules are based on the occurrence of an event rather than a hard delivery date.  For these, PD 2 currently provides the user two event based options to choose from on the Delivery screen of a line item.  They are: After Date of Contract (ADC) and After First Article Test Acceptance (AFATA)

37. 37 | CACI Information Solutions and Services | November 2015 | CACI Proprietary Information SR16 Lead Time Event Addition  After Date of Contract  After First Article Test Acceptance

38. 38 | CACI Information Solutions and Services | November 2015 | CACI Proprietary Information SR16 Lead Time Event Addition  There are, however, other lead time events that can start the process of delivery.  As such, PD 2 will be updated to provide two additional lead time events.  They are: After Notice to Proceed (ANP) and After Option Exercised (AOE)

39. 39 | CACI Information Solutions and Services | November 2015 | CACI Proprietary Information SR16 Lead Time Event Addition  After Notice to Proceed  After Option Exercised

40. 40 | CACI Information Solutions and Services | November 2015 | CACI Proprietary Information SR16 Multiple Contract Mod (MCM) Release  The Multiple Contracts Modification (MCM) in PD 2 allows users to make certain administrative changes and apply those changes across multiple contracts.  Currently, PD 2 does not check the configuration of a user’s Procurement Profile to verify an active warrant is present before allowing the user to release an MCM.  In SR16, the system will require a user to have an active warrant to release an MCM.  Non warranted contracting personnel will continue to be permitted to create an MCM, but will be prevented from releasing the document.

41. 41 | CACI Information Solutions and Services | November 2015 | CACI Proprietary Information SR16 BPA Discontinuation  Currently in PD 2, users are not allowed to discontinue a BPA Master Agreement.  When they attempt to do so, a message is displayed informing the user that the document type cannot be discontinued and to select an agreement.

42. 42 | CACI Information Solutions and Services | November 2015 | CACI Proprietary Information SR16 BPA Discontinuation  In SR16, the BPA Master Agreement will have the ability to be marked “Discontinued” to prevent them from being associated with future modifications or BPA Calls.

43. 43 | CACI Information Solutions and Services | November 2015 | CACI Proprietary Information Q&A  I believe I am operating on SR15. Will I be receiving SR15a? The upgrade process and scheduling is handled by each service or command. Please coordinate with your service in order to verify upgrade schedules and software deployment.  Does the Doc Level NAICS data field now populate the CAR, overriding any CLIN NAICS? No, the Document Level NAICS value does not override or alter the CLIN level NAICS values. The Document Level value is leveraged for other reporting purposes.  Will the PKI functionality work in a CITRIX environment? Currently SPS is certified to work in a Citrix environment with version SR16 and forward. SPS has not been certified to operated within a Citrix environment in prior versions. The PKI functionality has been certified to operated within a Citrix environment in SR16.

44. 44 | CACI Information Solutions and Services | November 2015 | CACI Proprietary Information Q&A  Is there a reason for the change in format to F for all orders? This change has been mandated by the Federal Government as part of changes to acquisition. SPS is being designed and updated to comply with these regulations.  With the change of SLOA, it would appear that the user can no longer cut and past a LOA, like present day Misc format? True? It will no longer be possible to use the SLOA format and paste an existing line of accounting directly into the system. It will be necessary to populate each Data Element with the proper values in order to ensure the SLOA is accurate.  Will there be a password reset period where the CAC has to be re- registered? The CAC does NOT need to be re-registered, although local policies may force the user to reset their CAC PIN - agency specific. The only time a user must re-register is when they are issued a new CAC and must register that new CAC to associate it to their SPS PD user profile.

45. 45 | CACI Information Solutions and Services | November 2015 | CACI Proprietary Information Q&A  Just so you know, this function (CAC access) is not working at our site. Please contact your Authorized Caller to initiate a ticket with the SPS Help Desk in order to investigate the issue. It is possible the CAC function has not yet been setup or enabled at your site.  Could you clarify how to do a MOD to a Task Order example: XXXXXX-11- D-0027-001001? In SR16, if you create a new mod to order XXXXXX-11-D-0027-0010, the number will be generated as always and your new mod will be XXXXXX-11-D-0027-0010-U02 (or whatever the next U number is). You will see the SR16 change if you create a new order from the contract: XXXXXX-11-D-0027. Your new order will be XXXXXX-16-F- 0099—where 0099 is the next F order number. The contract number XXXXXX-11-D-0027 will be referenced on the new F order, and will be visible if the user looks at document Properties  Related Documents.

46. 46 | CACI Information Solutions and Services | November 2015 | CACI Proprietary Information Q&A  Would it be accurate to say the order ## will reflect the "F" and the Reference IDV/PIID? The order number would NOT reference the IDV/PIID. The order number will simply be the system generated “F” number. To see the IDV it came from, you will have to open it and look on the first page or go to Properties  Related Documents.

47. 47 | CACI Information Solutions and Services | November 2015 | CACI Proprietary Information Questions?