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GSA Answers Your FFATA Subaward Reporting System (FSRS) Questions

Summary

A U.S. General Services Administration presentation, GSA Answers Your FFATA Subaward Reporting System (FSRS) Questions, from the Integrated Award Environment, Technology Transformation Services, Federal Acquisition Service, dated April 28, 2023. The agenda lists the batch upload process overview, correcting or editing a submitted subaward report, resolving congressional district errors in subaward report batch uploads, and the subaward report deletion process. The slides state that with batch uploads a user can create multiple subaward reports by uploading one file and list support documentation including batch upload guides, data element definitions and template files.

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Congressional materials
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Ppr Int 80Bda25E8A900F84 Pdf Presentation 6E8E0Dad65
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Ppr Int 80Bda25E8A900F84 Pdf Presentation 6E8E0Dad65

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“GSA Answers Your FFATA Subaward Reporting System (FSRS) Questions.” Original at www.ed.gov. Archived at Pandemic Darlings, https://pandemicdarlings.com/source-documents/ppr-int-80bda25e8a900f84-pdf-presentation-6e8e0dad65/, SHA-256 8432a5084843fa4285391fa4c8be5658a8b568e346248a8f5a01efb66a9d98ce.

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                                                                      U.S. General Services Administration



GSA Answers Your FFATA Subaward
Reporting System (FSRS) Questions


Integrated Award Environment | Technology Transformation Services
Federal Acquisition Service | U.S. General Services Administration


April 28, 2023



            System for Award Management | For People Who Make, Receive, and Manage Federal Awards
Agenda

●   Batch Upload Process Overview

●   Correcting/Editing a Submitted Subaward Report

●   Resolving Congressional District Errors in Subaward Report Batch Uploads

●   Subaward Report Deletion Process




         System for Award Management | For People Who Make, Receive, and Manage Federal Awards   2
            FSRS Batch Upload Process Overview




System for Award Management | For People Who Make, Receive, and Manage Federal Awards   3
FSRS Bulk Uploads

●   With batch uploads, you can create multiple subaward reports by uploading one file,
    which is much faster than entering them one at a time.

●   In addition to this brief overview, support documentation can be found here:
     ○ FSRS Batch Upload Guides
           ■ Subaward Batch Upload Guide             ○ Data Element Definitions:
           ■ Subcontract Batch Upload Guide               ■ Data Element Definitions for Subawards
                                                          ■ Data Element Definitions for Subcontracts
     ○ Batch Upload Template Files (Excel):          ○ User Guides:
           ■ Subawards                                    ■ FSRS Awardee User Guide
           ■ Subcontracts                                 ■ FSRS Federal User Guide
     ○ Batch Upload Template Files (XML):            ○ Web Services Documentation:
           ■ Subawards                                    ■ Subawards
                                                          ■ Subcontracts
           ■ Subcontracts                            ○ Other FSRS Resources:
                                                          ■ FSRS Resource Page


          System for Award Management | For People Who Make, Receive, and Manage Federal Awards         4
FSRS Batch Uploads – How to Upload a Batch File (1 of 3)

●   Once youʼre logged into FSRS, hovering
    over the ʻCreate/Review Reportsʼ menu
    option allows you to select ʻBatch
    Upload Reportsʼ
     ○ Once selected, you will be
          redirected to a page where you will
          select the report type and the
          template that will be used:




           System for Award Management | For People Who Make, Receive, and Manage Federal Awards   5
FSRS Batch Uploads – How to Upload a Batch File (2 of 3)

●   On the resulting page, you can select the
    types of FFATA reports that you want to
    create:
      ○ FFATA Reports (Contracts)
      ○ FFATA Reports (Grants)

●   For additional information regarding
    the data format needed for each
    template file, see the links in slide 4




           System for Award Management | For People Who Make, Receive, and Manage Federal Awards   6
FSRS Batch Uploads – How to Upload a Batch File (3 of 3)

●   Once the report type has been selected, the
    report template settings are required (See
    Slide 4 for links to sample template files):
      ○ Excel (CSV/Tab Delimited)
      ○ XML

●   If ʻExcelʼ is selected, then the user must
    also provide delimiter settings:
      ○ Comma Separated (CSV)
      ○ Tab Delimited

●   Once all required fields have been selected,
    you can upload the file into the system for
    processing




           System for Award Management | For People Who Make, Receive, and Manage Federal Awards   7
FSRS Batch Uploads – Important Notes

●   Once you click the ʻUpload Reportsʼ button the system will begin to extract the data from the CSV file and
    begin checking the data across multiple resources for accuracy.
      ○ Note: Do not attempt to process your upload again until after you have received an email from the system
           regarding the success or failure of the upload. Uploading the file again before the first submission has
           been processed can create a duplicate report and double the subaward values reported to
           USAspending.gov.
●   For Small Batch Upload Files (<150 rows), the upload results will be displayed in line on the file
    submission page, including a link to a log file that outlines the file results, and which records may have
    failed upload (See screenshot below).
      ○ For a listing of error types, see the Subaward and Subcontract batch upload guides.
●   For Large batch upload files (>150 rows, this information will be provided in an email response to the user
    after the file has completed processing.




           System for Award Management | For People Who Make, Receive, and Manage Federal Awards                      8
DEMO - FSRS Batch Uploads




                                               Demo




        System for Award Management | For People Who Make, Receive, and Manage Federal Awards   9
  Correcting/Editing a Submitted Subaward Report




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Correcting/Editing a Submitted Subaward Report (1 of 4)

 ●   To correct or edit an already submitted FFATA report, the report itself must be updated to be in
     ʻReopenedʼ State
       ○ To reopen a submitted FFATA report, first locate the report that needs to be edited, and click on the
           magnifying glass icon to view the report:




           System for Award Management | For People Who Make, Receive, and Manage Federal Awards                 11
Correcting/Editing a Submitted Subaward Report (2 of 4)

     ○   Once opened, while viewing the FFATA report click the ʻReopen to Edit Reportʼ button to change the
         status of the FFATA report to ʻReopenedʼ




     ○   Once Reopened, the FFATA report can be edited to update any incorrect information



         System for Award Management | For People Who Make, Receive, and Manage Federal Awards                12
Correcting/Editing a Submitted Subaward Report (3 of 4)

 ○   Once reopened, the FFATA report can be edited to update any incorrect information and re-submit the report.
      ■ This can be accomplished either via 1) manually updating the record within FSRS, or 2) via a batch upload
           file.
      ■ To complete via batch upload, locate the URL ID assigned to the report. It is the data string following &id=
           in the URL of the report itself. For example:
              ● URL:
                  https://www.fsrs.gov/index?s=ffata_reports&_mode=_form&_tab=core&_do_edit=1&report_st
                  ep=4&id=e614a5b34cccb78819173c192cf70028
              ● URL ID: e614a5b34cccb78819173c192cf70028
      ■ The URL ID must be provided in the batch upload file column ʻIDʼ so that FSRS knows to edit an existing
           FFATA report as opposed to creating a new report
      ■ Before uploading any batch upload files, ensure that you have collected the URL ID for each report that
           needs to be corrected, and that all of the reports are in ʻReopenedʼ status. If the FFATA report is not in
           ʻReopenedʼ status, it will not be able to be edited within FSRS.




           System for Award Management | For People Who Make, Receive, and Manage Federal Awards                   13
Correcting/Editing a Submitted Subaward Report (4 of 4)

○   For manual updates to the FFATA report, once you have completed your edits to the report click the ʻContinueʼ
    button at the bottom of the each data page to reach the ʻreviewʼ step of the FFATA report creation process.
○   After clicking Continue you will be provided with information regarding the data being transmitted to
    USAspending.gov once you have submitted your report.
○   Click ʻSubmitʼ if you are ready to submit report or you can continue to review your data until you are satisfied
    with its accuracy.




            System for Award Management | For People Who Make, Receive, and Manage Federal Awards                      14
DEMO - Correcting/Editing a Submitted Subaward Report




                                                Demo




         System for Award Management | For People Who Make, Receive, and Manage Federal Awards   15
        Resolving Congressional District Errors in
            Subaward Report Batch Uploads




System for Award Management | For People Who Make, Receive, and Manage Federal Awards   16
Resolving Congressional District Errors in Subaward Report Batch Uploads (1 of 6)

 ●   FSRS allows for the manual input of a Congressional District when a valid Zip+4 is unavailable.
      ○ You will still need to manually remove any records with a missing/invalid Zip+4 prior to submitting them
          to the Batch Upload module.
      ○ Once completed, you will then have to reopen the batch uploaded report and manually enter the
          subawardees whose Zip+4s were invalid. FSRS will NOT retain manually entered Congressional District
          information beyond the uploaded report for future use.

 ●   To submit a report for a Subawardee with an invalid Zip+4, the Prime Awardee should follow these steps:
      ○ Log into FSRS and go to Create/Review Reports: FFATA Reports.
      ○ On the FFATA Reports page, click the View icon next to the report that was uploaded:




           System for Award Management | For People Who Make, Receive, and Manage Federal Awards                   17
Resolving Congressional District Errors in Subaward Report Batch Uploads (2 of 6)

○   The system will initially display the reportʼs
    Prime Award Details page, click Continue at
    the bottom of the page to progress further,
    or click on ʻStep 5: Subawardee Dataʼ
○   On the Subawardee Data page an
    information box is provided with the URL
    ID needed to perform a batch upload
    should you choose to process an updated
    batch upload file for the report instead of
    modifying the subawardee records
    manually.
      ■ This URL ID will be utilized in the ʻIDʼ
           column of the batch upload
           template.
      ■ If choosing to manually edit vs
           re-submit a batch upload file, the
           URL ID is not needed.


             System for Award Management | For People Who Make, Receive, and Manage Federal Awards   18
Resolving Congressional District Errors in Subaward Report Batch Uploads (3 of 6)

○   Clicking the ʻView Subawardee Dataʼ button will display the subawardee records in view mode. To perform edits,
    you must reopen the report using the ʻEdit Subawardee Data Manually buttonʼ or the ʻReopen to Editʼ button.
     ■ To manually modify the report, click on the Edit Subawardee Data Manually button.
     ■ If editing via re-submission of a batch upload file, the FFATA report must be in ʻReopenʼ status




     ■    The Subawardee Data screen will refresh and display each of the subawardees from the batch upload
          report in the order that they were entered in the batch upload csv file.




            System for Award Management | For People Who Make, Receive, and Manage Federal Awards                    19
Resolving Congressional District Errors in Subaward Report Batch Uploads (4 of 6)

○   Add Subawardee button: This will allow you to add an additional subcontractor to your existing report:




○   If a valid Zip+4 is not available for the physical address, you will be prompted to manually enter a 2-digit
    Congressional District




             System for Award Management | For People Who Make, Receive, and Manage Federal Awards                 20
Resolving Congressional District Errors in Subaward Report Batch Uploads (5 of 6)

○   Manually enter the place of performance, including the relevant Zip+4 information if available. Repeat this
    process as many times as needed to add additional subawardees to your report.
     ■ Note: If a valid Zip+4 is not available for the place of performance, you must save the report and then
         manually enter a 2-digit Congressional District.




            System for Award Management | For People Who Make, Receive, and Manage Federal Awards                 21
Resolving Congressional District Errors in Subaward Report Batch Uploads (6 of 6)

○   Once you have completed your manual edits to the report click the ʻContinueʼ button at the bottom of the
    Subawardee Data page to complete the ʻreviewʼ step of the FFATA report creation process.
○   After clicking Continue you will be provided with information regarding the data being transmitted to
    USAspending.gov once you have submitted your report.
○   Click ʻSubmitʼ if you are ready to submit report or you can continue to review your data until you are satisfied
    with its accuracy.




             System for Award Management | For People Who Make, Receive, and Manage Federal Awards                     22
DEMO - Resolving Congressional District Errors in Subaward Report Batch Uploads




                                                Demo




         System for Award Management | For People Who Make, Receive, and Manage Federal Awards   23
              Subaward Report Deletion Process




System for Award Management | For People Who Make, Receive, and Manage Federal Awards   24
Subaward Report Deletion Process

 ●   FSRS does not have an automated way of deleting a FFATA Report once it has been created
      ○ We strongly advise that you ensure that all data is correct within the FFATA report before submitting.
          Please review all data in the “review” step of the report before submitting. It is much more time
          efficient to carefully review the FFATA report before submission to ensure accurate data is being
          reported.

 ●   However, if a report does need to be deleted from the FSRS system, the process to do so is as follows:
      ○ Create a ticket in the FSD system providing the details of the request, including the FFATA report ID,
         Contract number/FAIN/etc that is needing to be deleted.
      ○ Once created, the FSD ticket will be routed to the tier 2 help desk, and answered on a first come, first
         served basis. Depending on the size of the help desk ticket queue, this may take time to process.
      ○ Once received, the FSRS team will delete the requested reports via database data management
         update, and provides a listing of deleted records and FSD ticket IDʼs to the FSRS program manager.
      ○ Periodically this information is provided to the USASpending team, who will then manually schedule
         data management update to their database to delete the record from USASpending.



           System for Award Management | For People Who Make, Receive, and Manage Federal Awards                   25
                                     Questions?

                                    Thank you!




System for Award Management | For People Who Make, Receive, and Manage Federal Awards   26


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