Please see the attachment for detailed pictures that accompany this report description.

What does this report show?

The 14B: LBE Contract List report displays LBE participation information for contracts in summary and detail views, with the latter showing the work and award allocations per project team constituent.

 

Report Overview

The 14B: Total City-Wide LBE Participation report displays key details about City contracts, including award and payment information per project team constituent. This report serves as a detailed view for the contracts represented in the Award and Payment Summary report.


Report Prompts

The first section of the report contains the available prompts. Utilize the prompts to narrow down your report results or find specific values. The values applied to the prompts will appear in the “Report Filters” section described below. Leaving a prompt blank is equivalent to selecting all available values with values associated with them (e.g., if you leave Department blank, your report will show all departments’ contracts). 


Prompt Descriptions

Contract Start Date: The contract term start date from the PeopleSoft contract entry page. This is a required prompt and defaults to include the two most recently completed fiscal years.

Contract End Date: The contract term end date from the PeopleSoft contract entry page.

Fiscal Year: The fiscal year associated with the contract start date, as defined above.

Fiscal Quarter: The fiscal quarter associated with the contract start date, as defined above.

Fiscal Period: The fiscal period (month) associated with the contract start date, as defined above.

Department Group Code: The three character top-level department code associated with the department recorded on the PeopleSoft contract entry page. The value “Five Major Departments” will return results for AIR, DPW, PUC, PRT, and REC exclusively. This defaults to the user’s department.

Contract Type Description: The description of the contract type recorded on the PeopleSoft contract entry page.

Contract Reference: The user-entered memo or reference associated with the contract, often the FAMIS BPO number for converted contracts.

Purchasing Authority Description: The description of the purchasing authority recorded on the PeopleSoft contract entry page.

Source Agreement Status Description: The description of the PeopleSoft contract status, e.g. ‘Approved’ or ‘Closed’.

Purchase Buyer Name: The name of the buyer associated with the contract.

14B Compliance Officer: The CMD contract compliance officer (CCO) responsible for the contract.

Supplier 12B Compliance: The status of the prime contractor’s 12B compliance.

Supplier 14B Certification Status: The status of the prime contractor’s 14B certification, if any.

Supplier 14B Certification Type: The type of the prime contractor’s 14B certification, if any (e.g. ‘LBE’, ‘PUC-LBE’, 'Nonprofit Enterprise or NPE-LBE').

Supplier 14B Owner Type: The type of owner as recorded on the prime contractor’s 14B certification, if any (e.g. ‘Minority Business Enterprise’, ‘Women Business Enterprise’).

Supplier 14B Firm Size: The firm size of the prime contractor per its 14B certification application. Multiple values per supplier are possible for suppliers certified for more than one category.

Supplier: The concatenated number and name of the prime supplier.

Department: The concatenated number and description of the department recorded on the PeopleSoft contract entry page.


Report Results

The second section of the report contains the report results.

 

Column Descriptions

Contract Number: The SF Procurement contract identifier.

Project Name: The SF Procurement header-level contract description.

Contract Type Description: The description of the contract type recorded on the PeopleSoft contract entry page.

Contract Compliance Officer (CCO): The name of the Contract Monitoring Division analyst assigned to the contract.

Contract Start Date (Term): The contract term beginning date.

Contract End Date (Term): The contract term end date.

% Term Completion: The ratio of the number of elapsed days in the contract term relative to the number of days in the contract term.

Remaining Days to Contract End Date: The number of days remaining in the contract term.

Prime Contractor Name: The name of the prime contractor awarded the contract.

Prime LBE Status: Indicates whether the prime contractor is a certified local business enterprise (LBE), including the owner classification: Minority Business Enterprise, Women Business Enterprise, or Other Business Enterprise.

LBE Goal Set by CMD: The local business enterprise (LBE) participation goal set by the Contract Monitoring Division (CMD).

Sub Goal to Date: The sum of work percentages awarded to certified LBEs, as recorded on the project team screen in SF Procurement.

Supplier Name: The name of the prime or subcontractor associated with the contract.

Project Team Constituent Type: Identifies the supplier as the prime contractor, a joint venture partner, or a subcontractor. 

Scope of Work: The type of work performed by the supplier, as listed on the project team screen in SF Procurement.

# of Purchase Agreements: The count of distinct contract numbers included on the report.

Percentage of Work: The percentage of work allocated to the project team constituent, as listed on the SF Procurement project team screen.

Total Contract Amount: The total awarded amount as recorded on the SF Procurement project team screen.

Total LBE Award: The total amount awarded to certified local business enterprises (LBEs).

Total LBE $ Payments to Date: The sum of payments to local business enterprises (LBEs) as recorded in Accounts Payable (for payments from the City to primes) and eSettlements (for payments from primes to subs).

Total Contract $ Payments to Date: The sum of payments to all primes and subcontractors as recorded in Accounts Payable (for payments from the City to primes) and eSettlements (for payments from primes to subs).

Completion Percentage: The percentage of the contract award already paid to primes and subcontractors.

LBE Completion Percentage: The percentage of the contract award to local business enterprises (LBEs) already paid to primes and subcontractors.

Remaining Contract Amount: The sum of contract awards less the sum of confirmed payments to primes and subcontractors.

Remaining LBE Contract Amount: The sum of contract awards less the sum of confirmed payments to local business enterprise (LBE) primes and subcontractors.

LBE Participation Status: Compares the LBE Completion Percentage to % Term Completion to flag each contract’s LBE participation status as green (LBE Completion Percentage > % Term Completion), yellow (LBE Completion Percentage ~= % Term Completion) or red (LBE Completion Percentage < % Term Completion).


Report Filters

Just under the report output are the report filters. The filters include several “hard-coded” filter values which are mandatory for basic report functionality, as well as any prompts applied by the user.

 

Agreement Approval Status will always equal only approved contracts.

Logic has been applied to allow for the “Five Major Departments” filtering as described in the “Filter Descriptions” section.

Any other filters that you have selected in the report filters will also appear in this section.

 

Please see the attachment for detailed pictures that accompany this report description. 

 

For more information about LBE Participation and Utilization Dashboards, please read the following articles: