14 - Transactional Data Reporting - TDR

Schedule 75 – Office Products and Supplies 2FYB-BU-050001-B (Refresh #24)

Transactional Data Reporting (TDR) Pilot

On June 23, 2016, the U.S. General Services Administration (GSA) published a General Services Administration Acquisition Regulation (GSAR) final rule to capture transactional data on procurements across all of its Federal Supply Schedule (FSS) contracts and Government-wide Indefinite-Delivery, Indefinite-Quantity (IDIQ) contracts, to include Government-wide Acquisition Contracts (GWACs). The TDR Rule requires vendors to electronically report the price the federal government paid for an item or service purchased through contracts covered by TDR.

This solicitation is part of the Transactional Data Reporting (TDR) Pilot. Under the Pilot, you are NOT required to provide Commercial Sales Practices (CSP) disclosures identifying discounts, terms, and conditions offered to your commercial customers that equal or exceed the discounts, terms, and conditions offered to GSA. Additionally, the requirement to monitor price reduction violations through Price Reductions clause tracking is removed. Thus, participation in the TDR Pilot results in a substantial decrease in the paperwork burden for offerors submitting offers inclusive of a TDR Pilot SIN.

The TDR Pilot SINs for Schedule 75 are:

75-85 (OPTIONAL) Restroom Products 75 200 (OPTIONAL) Office Products/Supplies 75 210 (OPTIONAL) Office Services 75 220 (MANDATORY) Enhanced SIN For Office Products & Services / Office Supplies 4th Generation (OS4) 75 280 (MANDATORY) Enhanced SIN For Overseas Enhanced SIN For Office Products & Services / Office Supplies 4th Generation (OS4)

The following chart highlights the differences between a TDR Pilot offer and a traditional/non-TDR offer:

Transactional Data Reporting Offer/ Award Requirements

Traditional Offer/Award Requirements

CSP disclosure is not required with submission of an offer or after award

CSP disclosure must be submitted with offer, with certain modification requests, and may be required prior to exercise of option periods

MFC/BOA information is not required with submission of an offer or after award

MFC/BOA information must be submitted with offer and with certain modification requests https://www.federalregister.gov/articles/2016/06/23/2016-14728/general-services-administration-acquisition-regulation-gsar-transactional-data-reporting https://www.federalregister.gov/articles/2016/06/23/2016-14728/general-services-administration-acquisition-regulation-gsar-transactional-data-reporting https://www.federalregister.gov/articles/2016/06/23/2016-14728/general-services-administration-acquisition-regulation-gsar-transactional-data-reporting

No MFC/BOA is identified at time of award MFC/BOA is identified at time of award

No MFC/BOA discount relationship is established at time of award, and tracking of price reductions is not required

MFC/BOA price/discount relationship is established at time of award and must be maintained throughout the life of the contract

Tracking of price reduction violations is not required (see GSAR clause 552.238-75 Price Reductions

ALTERNATE I)

Vendor is required to track price reduction violations pursuant to GSAR clause

552.238-75 Price Reductions

Offer is evaluated in accordance with GSAR 538.270-2 Evaluation of offers with access to transactional data

Offer is evaluated in accordance with GSAR 538.270-1 Evaluation of offers without access to transactional data

Vendors are required to report information on 11 transactional data elements (see GSAR clause 552.238-74 Industrial Funding Fee and Sales

Reporting ALTERNATE I)

Not Applicable

Transactional data reporting is required on a monthly basis, due 30 days after the end of each month

Not Applicable

Not Applicable Contractors are required to report total aggregate contract sales, by SIN, on a quarterly basis, due 30 days after the end of each quarter

IFF must be remitted no later than 30 days after the end of each business quarter

IFF must be remitted no later than 30 days after the end of each business quarter

Please visit GSA Interact, the Vendor Support Center and https://tdr.gsa.gov/ to learn more about the TDR Pilot. These sites contain a wealth of information about TDR, including Fact Sheets, Frequently Asked Questions (FAQs), tutorials and presentations.

Note For New Offerors:

If a mandatory TDR SIN is included in your offer along with non-mandatory TDR SIN(s), then the entire contract will be subject to TDR, and the PRC tracking and CSP disclosure requirements are removed for the entire contract.

https://interact.gsa.gov/search/node/pss%20tdr https://interact.gsa.gov/search/node/pss%20tdr https://vsc.gsa.gov/TDR/ https://vsc.gsa.gov/TDR/ https://tdr.gsa.gov/ https://tdr.gsa.gov/

Note For Existing Contractors:

As of November 16, 2017, participation in the TDR Pilot is voluntary for 1) existing contractors who hold a TDR Pilot SIN that are under evaluation for the exercise of a Schedule option period and 2) existing non-TDR contractors wanting to add a TDR Pilot SIN to their contract.

The following chart identifies the clauses and provisions that apply under a TDR Pilot offer versus a traditional/non-TDR offer:

Transactional Data Reporting (TDR) Clauses and Provisions

Traditional Clauses and Provisions

Not Applicable 552.212-70 Preparation of Offer (Multiple Award Schedule)

Not Applicable 552.215-72 Price Adjustment – Failure to Provide Accurate Information

552.216-70 Economic Price Adjustment – FSS Multiple Award Schedule Contracts

DEVIATION II

552.216-70 Economic Price Adjustment – FSS Multiple Award Schedule Contracts

ALTERNATE I

552.238-74 Industrial Funding Fee and Sales Reporting ALTERNATE I

552.238-74 Industrial Funding Fee and Sales Reporting

552.238-75 Price Reductions

ALTERNATE I

552.238-75 Price Reductions

552.238-81 Modification (Federal Supply Schedule) ALTERNATE II

552.238-81 Modification (Federal Supply Schedule)

ALTERNATE I

CI-FSS-151-N Additional Evaluation Factors for Award to New Offerors ALTERNATE I

CI-FSS-151-N Additional Evaluation Factors for Award to New Offerors

CI-FSS-151-S Additional Evaluation Factors for Award to Successful FSS Program

Contractors ALTERNATE I

CI-FSS-151-S Additional Evaluation Factors for Award to Successful FSS Program Contractors

I-FSS-969 Economic Price Adjustment – FSS Multiple Award Schedule ALTERNATE II

I-FSS-969 Economic Price Adjustment – FSS Multiple Award Schedule

SCP-FSS-001-N Instructions Applicable to New Offerors ALTERNATE IV

SCP-FSS-001-N Instructions Applicable to New Offerors

SCP-FSS-001-S Instructions Applicable to Successful FSS Program Contractors

ALTERNATE II

SCP-FSS-001-S Instructions Applicable to Successful FSS Program Contractors

Not Applicable CSP-1 Commercial Sales Practices Format