Innovate Act Analysis

Draft Innovate Act Analysis

AFWERX Portfolio, Innovate Act Analysis

Exploring the potential impacts of the Innovate Act on AFWERX and its portfolio.

Contract Details

Contract Number: FA228024C0012
Contractor Name: P.W. Communications, Inc.
Contractor Address: 11200 Rockville Pike Suite 130 Rockville, MD 20852

Background / UEI Methodology

This is the SHELDON Methodology for determining AFWERX Portfolio. The analysis is based on the following criteria:

• From AFWERX GCP {Joined database default but can be DSIP or Salesforce}
• Fiscal 2019 to Present
• Must have a valid UEI that links to SHELDON dataset
• Must be a valid FPDS linked contract
• Must be a valid FPDS identified SBIR/STTR

The portfolio composition and all Innovate Act thresholds/tests have been turned into functions to allow for testing different and/or evolving parameters.

A: Total Phase I/II Amount

This section explores companies that exceed $75M in total Phase I/II amount.

Aggregate Portfolio

Table: Count of UEIs Over $75M

Visualization: Count of UEIs Over $75M

By AFWERX Company Type

Table: Count of UEIs Over $75M

Visualization: Count of UEIs Over $75M

Company Level Performance

B: Last Year of USG Revenue

This section explores companies that have $40M or more in USG revenue over the last 12 months.

Aggregate Portfolio

Table: Count of UEIs Over $40M in Last Year

Visualization: Count of UEIs Over $40M in Last Year

By AFWERX Company Type

Table: Count of UEIs Over $40M in Last Year

Visualization: Count of UEIs Over $40M in Last Year

Company Level Performance

C: Transition Percentage

This section explores the the percentage of SHELDON Transition Awards [FPDS Phase III + Sub-Contracts + Non-SBIR Procurement] to total Federal Revenues [SHELDON Transition + Phase I + Phase II].

We explore the number of entities that have at-least 65% of their total Federal Revenues as SHELDON Transition Awards over the last 3 years.

Aggregate Portfolio

Table: SHELDON Transition % of Revenue Over 65%, Last 3 Years

Visualization: SHELDON Transition % of Revenue Over 65%, Last 3 Years

By AFWERX Company Type

Table: SHELDON Transition % of Revenue Over 65%, Last 3 Years

Visualization: SHELDON Transition % of Revenue Over 65%, Last 3 Years

Company Level Performance

D: Phase I and Phase II Counts

This section looks for entities that exceed 25 Phase II awards, and pass a ratio of Phase II to Phase I awards based up the number of Phase I awards the entity has received.

The ratios are as follows:

• < 10 Phase I’s: No Threshold
• 10 to 25 Phase I’s: .25 (2.5 Phase II’s for every 10 Phase I’s)

• 25 Phase I’s: .5 (5 Phase II’s for every 10 Phase I’s)

Aggregate Portfolio

Table: Grouped Minimum Phase II to Phase I Ratio Analysis

Visualization: Grouped Minimum Phase II to Phase I Ratio Analysis

By AFWERX Company Type

Table: Grouped Minimum Phase II to Phase I Ratio Analysis

Visualization: Grouped Minimum Phase II to Phase I Ratio Analysis

Company Level Performance

E: Multi-Pronged Count and Ratio Test

This section explores a 2 part test from aspects of section C and D. It fails any entity with over 25 Phase II awards and SHELDON Transition Award Revenue as a percentage of total Federal Revenue of less than 65% over the last 3 years.

Aggregate Portfolio

Table: UEIs Failing 2 Pronged Test

Visualization: UEIs Failing 2 Pronged Test

By AFWERX Company Type

Table: UEIs Failing 2 Pronged Test

Visualization: UEIs Failing 2 Pronged Test

Company Level Performance

F: Company Level Analysis

This section showcases the some key metrics at the company level.

Table: Company Performance Metrics

GWalkR: AFWERX Company Portfolio

G: AFWERX Level Direct to Phase II Analysis

This section explores the proportion of AFWERX award dollars by award type from the AFWERX GCP database.

Table: Spend by Fiscal Year

Visualization: Spend by Fiscal Year