Attachment 1 - Online Platform Requirements Checklist.pdf

ATTACHMENT 1

Commercial Online Platforms with Business-to-Business (B2B) Capabilities

Prospective Offeror Requirements

Prospective offerors must have a functioning platform with B2B capabilities that can meet the requirements identified in this attachment (Attachment 1). GSA is not seeking development services to build a new platform or configurable software to create a new platform, as that is not permissible under the authority granted under the Section 846 legislation.

A platform provider must meet all of the following listed requirements.

I. Overarching platform ownership and management requirements:

❏ Own, operate, and manage an online, commercial platform for the sale of routine commercial items that is widely used in the private sector and has sales with multiple

Federal Government agencies and their cardholders.1

❏ Be responsible for the overall management, direction, and implementation of its platform, including any future platform ‘development’ roadmaps and feature development.

❏ Offer an existing catalog of items available for purchase that does not require upfront integration with other product catalogs or websites, and is currently made up of products and product categories that span 2 or more of the primary Government-wide categories, as documented through a submitted list of categories and affiliated subcategories.

❏ Accept and process credit card transactions, in particular, the GSA SmartPay Purchase card, on the platform.

❏ Ability to mark or restrict, “Essentially the Same” (ETS) items on the platform during the shopping experience AND/OR have the ability to identify, highlight, and promote

AbilityOne products that are offered by authorized distributors.

❏ Conduct the check-out process within the platform (and not as a punch-out, or other mechanism, to other sites or third party payment processors).

❏ Dynamic, real-time pricing with no minimum order quantities required and at least one preferred-pricing practice is available to Government buyers (e.g., volume discounts, 1The ‘widely used’ phrase is contained in the original FY18 NDAA, Section 846 language, where GSA was directed to use those platforms that were ‘...widely used in the private sector’. This generally refers to those entities that are well-known, established, and in regular or prevalent use in the consumer (public or private) marketplace.

https://acquisition.gov/content/category-management tiered pricing, B2B pricing discounts)

II. Market Research:

❏ Detailed product information to include in-depth product descriptions, product photos, and/or customer product reviews to help buyers make an informed decision.

❏ Ability to highlight, filter, and/or promote in search results for important product attributes such as AbilityOne, green, and seller or distributor socioeconomic status (if appropriate).

❏ Display of product availability information and expected delivery timeframes.

III. Purchase Process:

❏ Ability for buyers to change the ship-to address at the order level, at the time of purchase.

❏ Capability for a custom field at the time of checkout to support agency-unique requirements (such as entry of a Purchase Order number, or other order level information).

❏ Automatic tax exemption for all purchases made on the platform.

IV. Post Purchase:

❏ Ability for cardholders to generate printable invoices that match what is billed to their

SmartPay bank, to ensure efficient monthly credit card reconciliation.

❏ Clear and timely communication around order status, including order status display on the platform itself.

❏ Ability for purchasers to run detailed order history reports for Government purchase card reconciliation purposes.

❏ Easy access to timely customer service.

❏ Transparent return process.

V. Administration:

❏ Management of agency buyer accounts within a hierarchy, with up to 3 available levels;

example: Department / Agency (level 1) / Component or Bureau (level 2) / Office or

Division (level 3)

❏ User management capabilities:

❏ Ability to mass invite large agency user lists or onboard through a bulk upload capability.

❏ Ability to add and/or remove individual users.

❏ Ability to easily search for individual users.

❏ Ability to rollover existing platform accounts (e.g., move consumer accounts) under the program, if requested by a participating agency.

❏ Capability to block or restrict individual or multiple product categories at the administrative level.

VI. Data:

❏ Data dashboards with visibility into buyer / account spending trends

❏ Monthly data extract of the following data elements to GSA (list current data elements):

Data Element Type Data Element

Contract Data Contract Number

Purchase Data

Order Number

Shipping costs

Quantity of item(s) sold

Sell Price (per unit)

Total Item Price

Order Date

Shipped Date

Delivery Date*

Order Net Total

Order Shipping & Handling Costs

Order Status

Account User

Department / Agency Name (level 1)

Component or Bureau (level 2)

Office or Division (level 3)*

Delivery address

Buyer ID / Buyer Account Name

Product Data

Manufacturer Part Number

Manufacturer Name

Description of item

Product Unit of Measure

Product Service Code / Product

Category / UNSPSC

Sustainable / Green “designations” for all sustainable/green products*

Country of Origin*

AbilityOne Item Number, for all

AbilityOne Items offered*

Vendor Data (Vendor is defined as the ‘seller’ and not necessarily the platform themselves in the case of Third

Party Sellers)

Vendor Name

Vendor Small Business status

Vendor Status socioeconomic*

Third Party Seller Identification*

*as available/applicable

❏ Level-3 transactional data transmission to the GSA SmartPay banks.

❏ Ability for admins to run detailed order history reports for all users under their purview.

VII. Supply Chain Risk Management:

❏ Related to Section 889, Parts A and B compliance, for those items not covered under the platform’s certification, the platform has the ability to display the certification of platform sellers (if appropriate) OR has a process in place for customers to follow up with platform sellers to obtain the proper certification.