Procurement Technical Assistance Center Cooperative Agreement Performance Report

BLOCK
1
2
3
4
5

REPORTING ITEM

INSTRUCTIONS

Cooperative Agreement Number

self explanatory

Recipient's name and address

self explanatory

Unique Entity Identifier

Enter the recipient's Data Universal Number System (DUNS) number.

Report Type

Enter "Interim" or "Final".

Period of Performance

Enter the start and end dates of the period of performance specified in the cooperative agreement.

Reporting Period End Date

Enter the ending date of the reporting period. For all PTACs, interim reports are due for the following
reporting period end dates: March 31, June 30, September 30, and December 31. The exception is if
your cooperative agreement ends on one of these dates, in which case you must submit your final report,
as opposed to an interim report. In any case, you must also submit a final report for the reporting period
that ends on the cooperative agreement’s end date.

7
7.a.

New clients - cumulative

Enter your number of new clients since the start of this cooperative agreement, as of the date in block 6.

Number of small business concerns in block 7

7.b.

Number of distressed area concerns in block 7

7.c.
8
8.a.

Number of covered small businesses in block 7

Of the total in block 7., enter the number of clients that are small business concerns.
Of the total in block 7., enter the number of clients that are distressed area concerns. Leave this block
blank if the cooperative agreement does not specify distressed areas.
Of the total in block 7., enter the number of clients that are covered small businesses.

Number of active clients

Enter your number of active clients as of the date in block 6.

6

8.b.
8.c.
9
9.a.
9.b.
9.c.
10
11
12
13

Number of small business concerns in block 8

Of the total in block 8., enter the number of clients that are small business concerns.
Of the total in block 8., enter the number of clients that are distressed area concerns. Leave this block
Number of distressed area concerns in block 8
blank if the cooperative agreement does not specify distressed areas.
Number of covered small businesses in block 8
Of the total in block 8., enter the number of clients that are covered small businesses.
Enter the total amount of counseling time you have recorded since the start of this cooperative
Counseling time - cumulative
agreement, as of the date in block 6. Sum the actual number of qualifying minutes and hours and report
the total rounded to the nearest whole hour.
Of the total in block 9., enter the amount of counseling time recorded with clients that are small
Counseling time with small business concerns in block 9
business concerns. Round the reported amount to the nearest whole hour.
Of the total in block 9., enter the amount of counseling time recorded with clients that are distressed
Counseling time with distressed area concerns in block 9 area concerns. Round the reported amount to the nearest whole hour. Leave this block blank if the
cooperative agreement does not specify distressed areas.
Of the total in block 9., enter the amount of counseling time recorded with clients that are covered small
Counseling time with covered small businesses in block 9
businesses. Round the reported amount to the nearest whole hour.
Enter the total number of participated events you conducted since the start of this cooperative
Participated events - cumulative
agreement, as of the date in block 6.
Discussion (use a continuation sheet if necessary)
self explanatory
Discussion (use a continuation sheet if necessary)

self explanatory

Discussion (use a continuation sheet if necessary)

self explanatory

BLOCK
REPORTING ITEM
Contract Awards by Federal Agencies - cumulative
14
14.a.
14.b.
14.c.
14.d.
14.e.
14.f.
15
15.a.
15.b.
15.c.
15.d.
16
16.a.
16.b.
16.c.
16.d.

17
18
19
20
21

INSTRUCTIONS

Number of prime contract awards received by active
Enter the number of prime contract awards by Federal agencies that were received by active clients
clients that were awarded by Federal agencies
since the start of this cooperative agreement, as of the date in block 6.
Dollar value of awards in block 14.a.
Enter the dollar value of the awards in block 14.a.
Number of awards received by small business concerns in Of the total in block 14.a., enter the number of awards received by active clients that are small business
block 14.a.
concerns.
Dollar value of awards in block 14.c.
Enter the dollar value of the awards in block 14.c.
Number of awards received by covered small businesses Of the total in block 14.a., enter the number of awards received by active clients that are covered small
in block 14.a.
businesses.
Dollar value of awards in block 14.e.
Enter the dollar value of the awards in block 14.e.
Contract awards by State and local governments - cumulative
Number of prime contract awards received by active
Enter the number of prime contract awards by State and local governments that were received by active
clients that were awarded by State and local governments clients since the start of this cooperative agreement, as of the date in block 6.
Dollar value of awards in block 15.a.
Enter the dollar value of the awards in block 15.a.
Number of awards received by small business concerns in Of the total in block 15.a., enter the number of awards received by active clients that are small business
block 15.a.
concerns.
Dollar value of awards in block 15.c.
Enter the dollar value of the awards in block 15.c.
Subcontract awards - cumulative
Enter the number of subcontract awards resulting from prime contracts with Federal agencies, State and
Number of subcontract awards received by active clients local governments received by active clients since the start of this cooperative agreement, as of the date
in block 6.
Dollar value of awards in block 16.a.
Enter the dollar value of the awards in block 16.a.
Number of awards received by small business concerns in Of the total in block 16.a., enter the number of awards received by active clients that are small business
block 16.a.
concerns.
Dollar value of awards in block 16.c.
Enter the dollar value of the awards in block 16.c.
Blocks 17, 18, 19 and 20 are cumulative - report surveys returned since the start of this cooperative agreement, as of the date in block 6.
Enter the total number of surveys counted in making the calculations for blocks 18, 19 and 20.
Number of survey respondents
Although a single returned survey might be used to make more than one of the calculations, do not
count a survey more than once in showing this total.
Enter the average rating provided for the first mandatory question, rounded to two decimal places (i.e.,
Results: survey question #1
N.NN). Only count respondents that answered the question.
Enter the average rating provided for the second mandatory question, rounded to two decimal places
Results: survey question #2
(i.e., N.NN). Only count respondents that answered the question.
Enter the average rating provided for the third mandatory question, rounded to two decimal places (i.e.,
Results: survey question #3
N.NN). Only count respondents that answered the question.
Certification
self explanatory