Small Business Plan User Guide

Change Summary

Overview

A Small Business Plan (SBP) is a critical component of government contracting designed to promote the inclusion and participation of small businesses in federal projects. This plan outlines the goals, strategies, and reporting mechanisms for subcontracting work to small businesses, ensuring Compliance with regulatory requirements and fostering economic growth within the small business sector. SBPs are accessible from both Contract and Subcontract objects.

This document is a step-by-step guide on how you can use the Small Business Plan feature in your organization.

Prerequisites

Ensure that TechnoMile's Contracts Suite is installed and configured. The version of this package must be 2025.1 or higher.

Creating Goals at the Contract Level

This section guides you in creating Contract-level goals from a Contract Record. To create Period-level goals instead, see the Creating Goals at the Period Level section.

To create contract level goals:

1. Login to your Microsoft Dynamics instance.

2. In the Contracts tab, open the contract record to which you want to add Small Business goals.

3. Go to the Small Business Plans tab and click Update Subcontracting SB Goals.
   

4. Specify the required details and click one of the Save buttons.
   The image below shows an example of a CommitmentBasis goal with the GoalType set to Dollar. The PlanAdministrator field is automatically populated with the logged in user name, but you can update it if needed.

   NOTE

   The value set in the Plan Administrator field will be cascaded to all Small Business Plan records associated with the contract.

   Once the record is saved, the Percentage of Total Subcontract Awards fields are auto-populated based on the Whole Dollars field values.

   NOTE

   Similarly, if you set the GoalType to Percent and enter values under  Percentage of Total Subcontract Awards, the WholeDollars will be automatically populated when the record is saved.

   
   Notes:

   • The Whole Dollars field value of any Socioeconomic Class cannot exceed the Total Subcontract Dollars.
     

   • The Whole Dollars field value of any Socioeconomic Class cannot exceed that of the Small Business (SB) Socioeconomic Class.

   • If the Goal Type field is set to %, the Percentage of Total Subcontract Awards field values cannot exceed 100%.
     

   • If the Goal Type field is set to Percent, the Percentage of Total Subcontract Awards field value of any Socioeconomic Class cannot exceed that of the Small Business (SB) Socioeconomic Class.
     

   • The Whole Dollar and Total Subcontract Dollar fields automatically round up, as decimal values are not allowed. If decimal values are entered, they are adjusted by the system.

   • All the percent values can include up to two decimal places. If more than two decimal places are entered, the value is automatically rounded to maintain only two digits after the decimal.

Generating Period-level Goals From Contract-level Goals

This section explains how to automatically generate Period-level goals from Contract-level goals.

NOTE

Period-level goals will be created only if POP records already exist for the contract.

1. Click Auto-generate Period-level Goals.
   

2. Click OK.
   The period-level goals are generated and you can no longer directly edit full Contract goals.

   NOTE

   The allocation for contract-level goals using whole dollars will be evenly distributed across the period-level goals created. For example, if the whole dollar amount at the contract level is $5,000 and there are two POP records, the $5,000 will be evenly split between the two POP records.

Creating Goals at the Period Level

This section explains how to create goals at the Period level.

1. Go to Period of Performance, select a record, and click Update Subcontracting SB Goals.
   

2. Specify the period-level goals and click one of the Save buttons.
   The image below shows an example of a CommitmentBasis goal with the GoalType set to Percent. The PlanAdministrator field is automatically populated with the logged in user name, but you can update it if needed.
   

   The Period-level goals are created.

Cloning Goals From an Existing Period

This section provides step-by-step instructions for cloning goals from an existing Period record into a newly created Period.

1. Click New POP.
   

2. Specify details and click Save.
   The Period record is created.

3. Select the newly created Period and click Update Subcontracting SB Goals.
   

4. Click Clone Goals from Another Period.
   

   NOTE

   The Clone Goals from Another Period button is enabled only if goals are not available for the Period.

5. Select the Period from which you want to clone goals into the newly created Period.
   

6. You can make any necessary updates to the fields and click Quick Save.
   

   The goals are cloned into the newly created Period from the Period selected in Step 5.

Period-level Goals Rolling up to Contract-level Goals

When CLIN records are created, the period-level goals roll up to the contract-level goals. For more information on CLIN/SLINs, see Contracts Suite on Microsoft Dynamics - CLIN/SLINs .

Payment Basis Rollup and Commitment Basis Rollup

This section outlines the two accounting methods, Payment Basis and Commitment Basis, and provides guidance on how to switch between them.

1. Navigate to a Contract record that includes Period of Performance (POP), CLIN/SLINs, Small Business Plan, and Subcontract records. The Subcontract records must contain data in all the fields in the Small Business Plan Actuals section such as Socioeconomic Class, Total Payments To Date, Value Removed From SBP, etc.

2. Go to Small Business Plans and click SBP Actuals Report.
   The Contract Level Small Business Report opens.

   NOTE

   The calculation of Whole Dollars for each Socioeconomic Class is performed by subtracting the sum of the Value Removed from SBP field values across all Subcontracts from the sum of the Total Payments To Date field values across all Subcontracts for that Socioeconomic Class.

3. The accounting method used here is Payment Basis. To change the accounting method to Commitment Basis, click Change Accounting Method.

   NOTE

   You can also update the PlanAdministrator field at this stage.

   

4. Click OK.
   The accounting method is changed to Commitment Basis. The calculation of Whole Dollars for each Socioeconomic Class is performed by subtracting the sum of the Value Removed from SBP field values across all Subcontracts from the sum of the Exercised Subcontract Value field values across all Subcontracts for that Socioeconomic Class.
   

Generating eSRS Report

1. Go to Small Business Plans tab and click SBP Actuals Report.
   

2. The PlanAdministrator field is automatically populated with the logged in user name, update it if needed. Click Generate eSRS Report.

   NOTE

   Clicking the Generate eSRS Report button creates a snapshot of the small business report in the CRM.

   

   The edit report page appears with fields auto-populated.
   
   

   The following table describes how the fields are auto populated:

   Field	Value (How the Field is Auto Populated)
   Contract Number	This field is auto populated based on the parent contract: If Our Role on the parent contract is Prime, the Contract Number is used If Our Role is Subcontractor, the Prime Contract Number is used
   Prime/Sub	This field is auto populated based on the Our Role value from the parent contract: If the role is Prime, the field will be set to Prime If the role is Subcontractor, the field will be set to Sub
   UEI	This field is auto populated from the parent contract's UEI.
   Subcontract Number (If Sub)	If Prime/Sub field is set to Sub, this field is populated with the parent contract’s Contract Number. Otherwise, it will remain blank.
   Higher Tier UEI (If Sub)	If Prime/Sub is set to Sub, this field is populated with the UEI of the Prime Contractor from the parent contract.
   Higher Tier Email (If Sub)	This field is populated by copying the value from the most recent previous record, if one exists.
   Subcontract Amount (If Sub)	If Prime/Sub is set to Sub, this field is populated with the parent contract’s Exercised Contract Value. Otherwise, it remains blank.
   Vendor Name	This field is populated by copying the value from the most recent previous record, if available.
   Physical Street Address	This field is populated by copying the value from the most recent previous record, if available.
   Physical City	This field is populated by copying the value from the most recent previous record, if available.
   Physical State	This field is populated by copying the value from the most recent previous record, if available.
   Physical Zip	This field is populated by copying the value from the most recent previous record, if available.
   Physical Country	This field is populated by copying the value from the most recent previous record, if available.
   Mailing Street Address	This field is populated by copying the value from the most recent previous record, if available.
   Mailing City	This field is populated by copying the value from the most recent previous record, if available.
   Mailing State	This field is populated by copying the value from the most recent previous record, if available.
   Mailing Zip	This field is populated by copying the value from the most recent previous record, if available.
   Mailing Country	This field is populated by copying the value from the most recent previous record, if available.
   Report Period Month	Any report generated between May 1 and October 30 will automatically default to SEPT. Any report generated between November 1 and April 30 will default to MAR.
   Report Period Year	This field is auto populated based on the report generation date: For Reports generated between January 1 and October 30, the current year is used. For reports generated between November 1 and December 31, the next year (i.e. current year + 1) is used.
   Report Type	The default value is Regular.
   Contractor Awarding Contract (If Sub)	If Prime/Sub is set to Sub, the field is populated with the Prime Contractor’s Name from the parent contract. Otherwise, it remains blank.
   Dollars And Percents	Default value is Do Not Include Indirect Costs.
   Goal SBC Dollars	This field is auto-populated based on data from the Report page. It pulls the Whole Dollars amount from the Current Goals section, targeting the row Small Business Concerns. It maps to the Subcontract ($) Goal field from the Small Business Plan record where the Socioeconomic Class is set to Small Business (SB).
   Goal SBC % of Subcontract Awards	This field is auto-populated based on data from the Report page. It pulls the Percentage of Total Subcontract Awards from the Current Goals section, targeting the Small Business Concerns row. It maps to the Subcontract (%) Goal field from the Small Business Plan record where the Socioeconomic Class is set to Small Business (SB).
   Goal SBC % of Total Contract Value	This field is auto populated based on data from the Report page. It pulls the Percentage of Total Contract Value from the Current Goals section, specifically targeting the Small Business Concerns row. It maps to the % of Total Contract field from the Small Business Plan record where the Socioeconomic Class is set to Small Business (SB).
   Actual SBC Dollars	This field is auto populated based on data from the Report page. It retrieves the Whole Dollars value from the Actual Cumulative section, specifically from the Small Business Concerns row. The value is mapped from either Total Subcontract $ (Payment) or Total Subcontract $ (Commitment), depending on the Accounting Method selected in the Small Business Plan record where the Socioeconomic Class is set to Small Business (SB).
   Goal LBC Dollars	This field is auto populated based on data from the Report page. It retrieves the Whole Dollars value from the Current Goal section, specifically from the row labeled Large Business Concerns.
   Actual LBC Dollars	This field is auto populated based on data from the Report page. It retrieves the Whole Dollars value from the Actual Cumulative section, specifically from the Large Business Concerns row. The value is mapped from either Total Subcontract $ (Payment) or Total Subcontract $ (Commitment) depending on the Accounting Method selected in the Small Business Plan record where the Socioeconomic Class is set to Large Business (LB).
   Goal Total Dollars	This field is auto populated based on data from the Report page. It retrieves the Whole Dollars value from the Actual Cumulative section, specifically from the Total row representing the sum of Small Business (SB) and Large Business (LB) Total Subcontract $ (Payment or Commitment). The value is mapped from one of the following fields on the parent Our Contract record, depending on the Accounting Method selected in the Small Business Plan records Total Subcontract $ (Payment) or Total Subcontract $ (Committed).
   Goal Total % of Total Contract Value	This field is auto populated based on data from the Report page. It retrieves the Percentage of Total Contract Value from the Actual Cumulative section, specifically from the Total row. The value is calculated by dividing Total Subcontract $ (Planned) from the Small Business Plan record by Exercised Contract Value from the parent Contract record.
   Goal SDB Dollars	This field is auto-populated based on data from the Report page. It pulls the Whole Dollars amount from the Current Goals section, specifically targeting the Small Disadvantaged Business (SDB) Concerns row. It maps to the Subcontract ($) Goal field from the Small Business Plan record where the Socioeconomic Class is set to Small Disadvantaged Business (SDB).
   Goal SDB % of Subcontract Awards	This field is auto-populated based on data from the Report page. It pulls the Percentage of Total Subcontract Awards from the Current Goals section, specifically targeting the Small Disadvantaged Business (SDB) Concerns row. It maps to the Subcontract (%) Goal field from the Small Business Plan record where the Socioeconomic Class is set to Small Disadvantaged Business (SDB).
   Goal SDB % of Total Contract Value	This field is auto-populated based on data from the Report page. It pulls the Percentage of Total Contract Value from the Current Goals section, specifically the Small Disadvantaged Business (SDB) Concerns row. The value maps to the % of Total Contract field in the Small Business Plan record where the Socioeconomic Class is set to Small Disadvantaged Business (SDB).
   Actual SDB Dollars	This field is auto populated from data on the Report page. It retrieves the Whole Dollars value from the Actual Cumulative section, specifically the Small Disadvantaged Business (SDB) Concerns row. The value is mapped from either Total Subcontract $ (Payment) or Total Subcontract $ (Commitment), depending on the Accounting Method selected in the Small Business Plan record where the Socioeconomic Class is set to Small Disadvantaged Business (SDB).
   Goal WOSB Dollars	This field is auto-populated from data on the Report page. It pulls the Whole Dollars amount from the Current Goals section, specifically the Woman-Owned Small Business (WOSB) Concerns row. It maps to the Subcontract ($) Goal field from the Small Business Plan record where the Socioeconomic Class is set to Woman-Owned Small Business (WOSB).
   Goal WOSB % of Subcontract Awards	This field is auto-populated from data on the Report page. It pulls the Percentage of Total Subcontract Awards from the Current Goals section, specifically the Woman-Owned Small Business (WOSB) Concerns row. It maps to the Subcontract (%) Goal field from the Small Business Plan record where the Socioeconomic Class is set to Woman-Owned Small Business (WOSB).
   Goal WOSB % of Total Contract Value	This field is auto-populated from data on the Report page. It pulls the Percentage of Total Contract Value from the Current Goals section, specifically the Woman-Owned Small Business (WOSB) Concerns row. It maps to the % of Total Contract field from the Small Business Plan record where the Socioeconomic Class is set to Woman-Owned Small Business (WOSB).
   Actual WOSB Dollars	Woman-Owned Small Business Total Subcontract $ (Payment OR Commitment)
   Goal HBCU_MI Dollars	This field is auto-populated from data on the Report page. It pulls the Whole Dollars amount from the Current Goals section, specifically the Historically Black Colleges and Universities and Minority Institutions (HBCU MI) row. It maps to the Subcontract ($) Goal field from the Small Business Plan record where the Socioeconomic Class is set to Historically Black Colleges and Universities and Minority Institutions (HBCU MI).
   Goal HBCU_MI % of Subcontract Awards	This field is auto-populated from data on the Report page. It pulls the Percentage of Total Subcontract Awards from the Current Goals section, specifically the Historically Black Colleges and Universities and Minority Institutions (HBCU MI) row. It maps to the Subcontract (%) Goal field from the Small Business Plan record where the Socioeconomic Class is set to Historically Black Colleges and Universities and Minority Institutions (HBCU MI).
   Goal HBCU_MI % of Total Contract Value	This field is auto-populated from data on the Report page. It pulls the Percentage of Total Contract Value from the Current Goals section, specifically the Historically Black Colleges and Universities and Minority Institutions (HBCU MI) row. It maps to the % of Total Contract field from the Small Business Plan record where the Socioeconomic Class is set to Historically Black Colleges and Universities and Minority Institutions (HBCU MI).
   Actual HBCU_MI Dollars	This field is auto-populated from data on the Report page. It retrieves the Whole Dollars value from the Actual Cumulative section, specifically the Historically Black Colleges and Universities and Minority Institutions (HBCU MI) row. The value is mapped from either Total Subcontract $ (Payment) or Total Subcontract $ (Commitment), depending on the Accounting Method selected in the Small Business Plan record where the Socioeconomic Class is set to Historically Black Colleges and Universities and Minority Institutions (HBCU MI).
   Goal HUBZone Dollars	This field is auto-populated from data on the Report page. It pulls the Whole Dollars amount from the Current Goals section, specifically the Historically Underutilized Business Zone (HUBZone SB) Concerns row. It maps to the Subcontract ($) Goal field from the Small Business Plan record where the Socioeconomic Class is set to Historically Underutilized Business Zone (HUBZone SB).
   Goal HUBZone % of Subcontract Awards	This field is auto-populated from data on the Report page. It pulls the Percentage of Total Subcontract Awards from the Current Goals section, specifically the Historically Underutilized Business Zone (HUBZone SB) Concerns row. It maps to the Subcontract (%) Goal field from the Small Business Plan record where the Socioeconomic Class is set to Historically Underutilized Business Zone (HUBZone SB).
   Goal HUBZone % of Total Contract Value	This field is auto-populated from data on the Report page. It pulls the Percentage of Total Contract Value from the Current Goals section, specifically the Historically Underutilized Business Zone (HUBZone SB) Concerns row. It maps to the % of Total Contract field from the Small Business Plan record where the Socioeconomic Class is set to Historically Underutilized Business Zone (HUBZone SB).
   Actual HUBZone Dollars	This field is auto-populated from data on the Report page. It retrieves the Whole Dollars value from the Actual Cumulative section, specifically the Historically Underutilized Business Zone (HUBZone SB) Concerns row. The value is mapped from either Total Subcontract $ (Payment) or Total Subcontract $ (Commitment), depending on the Accounting Method selected in the Small Business Plan record where the Socioeconomic Class is set to Historically Underutilized Business Zone (HUBZone SB).
   Goal VOSBC Dollars	This field is auto-populated from data on the Report page. It pulls the Whole Dollars amount from the Current Goals section, specifically the Veteran-Owned Small Business (VOSB) Concerns row. It maps to the Subcontract ($) Goal field from the Small Business Plan record where the Socioeconomic Class is set to Veteran-Owned Small Business (VOSB).
   Goal VOSBC % of Subcontract Awards	This field is auto-populated from data on the Report page. It pulls the Percentage of Total Subcontract Awards from the Current Goals section, specifically the Veteran-Owned Small Business (VOSB) Concerns row. It maps to the Subcontract (%) Goal field from the Small Business Plan record where the Socioeconomic Class is set to Veteran-Owned Small Business (VOSB).
   Goal VOSBC % of Total Contract Value	This field is auto-populated from data on the Report page. It pulls the Percentage of Total Contract Value from the Current Goals section, specifically the Veteran-Owned Small Business (VOSB) Concerns row. It maps to the % of Total Contract field from the Small Business Plan record where the Socioeconomic Class is set to Veteran-Owned Small Business (VOSB).
   Actual VOSBC Dollars	This field is auto-populated from data on the Report page. It retrieves the Whole Dollars value from the Actual Cumulative section, specifically the Veteran-Owned Small Business (VOSB) Concerns row. The value is sourced from either Total Subcontract $ (Payment) or Total Subcontract $ (Commitment), depending on the Accounting Method selected in the Small Business Plan record where the Socioeconomic Class is set to Veteran-Owned Small Business (VOSB).
   Goal SD_VOSBC Dollars	This field is auto-populated from data on the Report page. It pulls the Whole Dollars amount from the Current Goals section, specifically the Service-Disabled Veteran-Owned Small Business (SDVOSB) Concerns row. It maps to the Subcontract ($) Goal field from the Small Business Plan record where the Socioeconomic Class is set to Service-Disabled Veteran-Owned Small Business (SDVOSB).
   Goal SD_VOSBC % of Subcontract Awards	This field is auto-populated from data on the Report page. It pulls the Percentage of Total Subcontract Awards from the Current Goals section, specifically the Service-Disabled Veteran-Owned Small Business (SDVOSB) Concerns row. It maps to the Subcontract (%) Goal field from the Small Business Plan record where the Socioeconomic Class is set to Service-Disabled Veteran-Owned Small Business (SDVOSB).
   Goal SD_VOSBC % of Total Contract Value	This field is auto-populated from data on the Report page. It pulls the Percentage of Total Contract Value from the Current Goals section, specifically the Service-Disabled Veteran-Owned Small Business (SDVOSB) Concerns row. It maps to the % of Total Contract field from the Small Business Plan record where the Socioeconomic Class is set to Service-Disabled Veteran-Owned Small Business (SDVOSB).
   Actual SD_VOSBC Dollars	This field is auto-populated from data on the Report page. It retrieves the Whole Dollars value from the Actual Cumulative section, specifically the Service-Disabled Veteran-Owned Small Business (SDVOSB) Concerns row. The value is taken from either Total Subcontract $ (Payment) or Total Subcontract $ (Commitment), based on the Accounting Method selected in the Small Business Plan record where the Socioeconomic Class is set to Service-Disabled Veteran-Owned Small Business (SDVOSB).
   Goal ANC Dollars	This field is auto-populated from data on the Report page. It pulls the Whole Dollars amount from the Current Goals section, specifically the Alaska Native Corporations (ANCs) and Indian Tribes that have not been certified by the Small Business Administration as Small Disadvantaged Businesses. It maps to the Subcontract ($) Goal field from the Small Business Plan record where the Socioeconomic Class is set to Alaska Native Corporations (ANCs) and Indian Tribes that have not been certified by the Small Business Administration as Small Disadvantaged Businesses.
   Goal ANC % of Subcontract Awards	This field is auto-populated from data on the Report page. It pulls the Percentage of Total Subcontract Awards from the Current Goals section, specifically the Alaska Native Corporations (ANCs) and Indian Tribes that have not been certified by the Small Business Administration as Small Disadvantaged Businesses row. It maps to the Subcontract (%) Goal field from the Small Business Plan record where the Socioeconomic Class is set to Alaska Native Corporations (ANCs) and Indian Tribes that have not been certified by the Small Business Administration as Small Disadvantaged Businesses.
   Goal ANC % of Total Contract Value	This field is auto-populated from data on the Report page. It pulls the Percentage of Total Contract Value from the Current Goals section, specifically the Alaska Native Corporations (ANCs) and Indian Tribes that have not been certified by the Small Business Administration as Small Disadvantaged Businesses row. It maps to the % of Total Contract field from the Small Business Plan record where the Socioeconomic Class is set to Alaska Native Corporations (ANCs) and Indian Tribes that have not been certified by the Small Business Administration as Small Disadvantaged Businesses.
   Actual ANC Dollars	This field is auto-populated from data on the Report page. It retrieves the Whole Dollars value from the Actual Cumulative section, specifically from the row labeled Alaska Native Corporations (ANCs) and Indian Tribes not certified by the SBA as Small Disadvantaged Businesses. The value comes from either Total Subcontract $ (Payment) or Total Subcontract $ (Commitment), based on the Accounting Method selected in the Small Business Plan record where the Socioeconomic Class matches this category.
   Actual ANC (Not Small Business) Dollars	This field is auto-populated from data on the Report page. It retrieves the Whole Dollars value from the Actual Cumulative section, specifically from the row labeled Alaska Native Corporations (ANCs) and Indian Tribes that are not Small Businesses. The value is sourced from either Total Subcontract $ (Payment) or Total Subcontract $ (Commitment), based on the Accounting Method selected in the Small Business Plan record where the Socioeconomic Class matches this category.
   Accounting Method	Commitment Basis, Payment Basis, Other
   Accounting Method Other	This field is populated by copying the value from the most recent previous record, if one exists.
   Contractor Official Who Administers Plan	This field copies the value from the most recent previous record. If the existing record is blank, it pulls the Plan Administrator name from the Small Business Plan records.
   Phone Number Of Plan Administer	This field copies the value from the most recent previous record. If blank in the existing record, it pulls the Plan Administrator’s phone number from the Small Business Plan records.
   E-mail Address Of Plan Administer	This field copies the value from the most recent previous record. If blank in the existing record, it pulls the Plan Administrator’s email address from the Small Business Plan records.
   Email Recipients (If Prime)	This field is populated by copying the value from the most recent previous record, if available.
   eSRS User Email Address	This value is copied from the most recent previous record. If blank, it defaults to the email address of the current user generating the report.
   Contact Information	This field is populated by copying the value from the most recent previous record, if available.
   Current Contract Value (If Prime)	If Prime/Sub is set to Prime, this field is populated with the parent contract’s Exercised Contract Value. Otherwise, it remains blank.
   Contract	This field is auto populated with the parent contract.
   Name	This field is automatically populated by concatenating the following values: Contract Number from the parent contract Report Period Year Report Period Month Name

3. Edit the required fields and click Save.

4. Go to Small Business Reports tab.
   The generated small business plan report is available here.

Email Notifications

Automated email notifications keep relevant SBP owners informed about their reporting deadlines. 

Reporting Period Notifications

These email notifications are sent to SBP owners 60, 45, 30, and 14 days before each standard reporting deadline (October 30 for the September reporting period and April 30 for the March reporting period). Notifications are triggered only for active contracts, meaning the contract’s start date is in the past, the end date is in the future.

The image below shows an example of a 60-day SBP report notification.

Contract End Date Notifications 

These email notifications are sent to SBP owners 30 days before the contract end date, on the actual end date, and 15 days after the end date. These notifications apply to any contract that has reached its end date. The purpose is to remind the owner that a final report is due 30 days after the contract concludes.

The image below shows an example of a final SBP report due notification.

Small Business Plan Reporting Dashboard

Accessing the SBP Reporting Dashboard

1. Login to your Microsoft Dynamics instance.

2. Go to Dashboards, click the dropdown arrow, and select Small Business Plan Reporting.
   The SBP report dashboard appears.
   

Understanding the Different Dashboard Components

Ending Contracts requiring Final Reports

This dashboard component displays all contracts with Small Business Plans that fall within a 60-day window centered around the contract end date. This includes contracts that are ending within the next 30 days or have ended within the past 30 days. This timeframe ensures users are alerted both before and after a contract's completion. The reason for this 60-day visibility is that a final report must be submitted to the government within 30 days after a contract ends. By showing these contracts in advance and continuing to display them after completion, the dashboard helps ensure timely submission of required final reports.

Outstanding SBP Reports – March and September Dashboards

These dashboard lists display the outstanding SBP reports for two reporting periods, March and September. Use the March dashboard to track SBP reports due in the March reporting cycle, and the September dashboard for those due in September.

The rows in each of the lists represents a contract and includes details like Contract Number, Contract Status, and Base Period End Date. Click the Contract Vehicle name to view the associated contract record.

The dropdown menu allows you to filter and switch between various system views. Each view provides a targeted list of reports based on specific criteria.

SBP Reports – Generated Reports by Reporting Period

These dashboard lists display the SBP reports that have already been generated for different reporting periods. The rows in each of the lists represents a contract and includes details like contract number, Contractor Official Who Administers Plan, and Reporting Period.

It includes:

• SBP Reports September Last Year: This would show all SBP reports submitted for the previous September reporting period. 

• SBP Reports March This Year: This table lists all SBP reports generated for the current March reporting cycle. 

• SBP Reports September This Year: This table displays reports submitted for the current September reporting period.

IDIQ Small Business Plan Rollup Report

1. Login to your Microsoft Dynamics instance.

2. Go to Reports, click the dropdown arrow, and select Available SBP Reports.
   

3. Open an SBP report to view the details.
   The following image shows an example of an IDIQ SBP rollup report.
   

This report provides a summary of IDIQ contracts that include Task Orders with small business plans. It shows a rollup of financial data across different socioeconomic classes.

The table includes: 

• Subcontract ($) Goal: The target dollar amount set aside for each socioeconomic class.

• Total Subcontract $ (Committed): The amount committed so far toward those goals.

• Total Subcontract $ (Payment): The actual amount paid.

• Total Subcontract $ (Planned): The planned total subcontracting value for each socio economic  class over the life of the contract.

Small Business Plan Verification

The Small Business Plan feature includes automated email notifications to help ensure timely reporting to the government’s eSRS. It ensures that each subcontractor’s verification status, expiration date, and socio-economic classification are properly tracked and synced between Accounts and Subcontracts.

Monthly Email Notifications

The system runs a scheduled process every month to identify Subcontracts that meet specific eligibility criteria for Small Business Plan verification.

The system identifies all Subcontracts that meet the following conditions:

• Include in SBP field is set to Yes

• Socioeconomic Class is classified as a Small Business

• BPF Stage of the Subcontract is Administer

These Subcontracts are included in the Small Business Plan and require verification.

For each qualifying subcontract, the system automatically sends a monthly email notification to:

• Subcontract Manager - Owner of the subcontract record.
  

• Plan Administrator - Identified in the related Small Business Plan linked to the Parent Contract.
  

SBP Verification Fields on an Account

The Subcontract record is linked to an Account through a junction entity called Partner. Click the link in the Partner field to open the related Account.

The Account fields SB Verification Status and SB Status Expiration help track Small Business verification and validity. These fields are linked to the Socioeconomic Class field, which determines whether the business is classified as Small, Large, or a specific category.

The SB Verification Status field automatically updates based on the value selected in the Socioeconomic Class field:

• Small Business: Any value except Large Business (LB) and Alaska Native Corporations (ANCs) and Indian Tribes that are not Small Businesses is considered Small Business. In this case, the SB Verification Status is automatically set to Requires Verification.
  

• Large Business: When the Socioeconomic Class is a Large Business, the SB Verification Status is set to Not Applicable.
  

The SB Status Expiration Date field defines the validity period of the current SB verification status. Once this date passes, the system automatically updates the SB Verification Status to Requires Verification.

Auto-Update of Fields Between Subcontract and Account

When you select a Socioeconomic Class on a Subcontract record, the system automatically updates the linked Account’s Socioeconomic Class based on the following rules:

1. If the Account has no existing Socioeconomic Class defined, the Subcontract’s Socioeconomic Class is copied to the Account.

2. If the Account already has a Socioeconomic Class defined and the Subcontract record includes additional or different classifications, the Account is updated to include all unique Socioeconomic Classes from both the Account and Subcontract.

   The following images show an example of how the SDB and WOSB classifications from a Subcontract’s Socioeconomic Class are populated into the linked Account’s Socioeconomic Class, alongside the Account’s existing classifications.
   

3. If one record is classified as Small Business and the other as Large Business, the system prevents the save action and displays an error message.
   

4. If a Socioeconomic Class is not defined on the Subcontract, and the Account already has a Socioeconomic Class defined, the Account’s Socioeconomic Class remains unchanged.