Draft 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 2). GSA is not seeking development services to build or configure a new platform.

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

I. Overarching platform ownership and management requirements:

❏ Own, operate and manage an online, commercial platform that is widely used in the private sector and has sales with multiple Federal Government agencies and their cardholders.

❏ 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, and is currently made up of products and product categories that span 2 or more of the Government-wide categories (as documented through submitted Product

Service Codes).

❏ Accepts and processes credit card transactions, in particular, the GSA SmartPay card, on the platform.

❏ Ability to identify, highlight, and promote those products that are offered by AbilityOne and National Industries for the Blind (NIB) offered by authorized sellers AND/OR restrict “Essentially the Same” (ETS) items per the Mandatory Source buying requirements identified in FAR Part 8.

❏ 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, tiered pricing, B2B pricing discounts)

II. Market Research:

❏ Detailed product descriptions with images and customer product reviews.

https://acquisition.gov/content/category-management https://acquisition.gov/PSC_Manual https://acquisition.gov/PSC_Manual

❏ Ability to highlight, filter, AND/OR promote in search results for important product attributes such as green items, socioeconomic status, and AbilityOne / NIB items.

❏ Display inventory availability and expected delivery timeframes for the products available for sale.

III. Purchase Process:

❏ Ability for buyers to change the ship-to address 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.

❏ Capability to share carts and/or ‘shopping lists’ with other users

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 and admins to run detailed order history reports for all users under their purview

❏ Rapid response customer service

❏ Easy to navigate return process

V. Administration:

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

example: Agency (level 1) / Component (level 2) / Bureau (level 3)

❏ User management capabilities:

❏ Bulk upload user capability

❏ Ability to add and/or remove individual users

❏ Ability to easily search for individual users

❏ Buyer workflows are available to assist in managing transaction approvals

❏ Ability to rollover existing platform accounts (e.g. consumer accounts or otherwise) under the program at the request of participating agencies

❏ 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

Ship Date

Delivery Date

Shipping costs

Quantity of item(s) sold

Sell Price (per unit)

Total Item Price

Order Date

Order Net Total

Order Shipping & Handling Costs

Order Status

Account User

Shipped Date

Delivery Date

Department Name

Department ID

Agency Name

Agency ID

Delivery address

Buyer ID / Buyer Account Name

Manufacturer Part Number

Product Data

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 purchasers and admins to run detailed order history reports for all users under their purview

VII. Supply Chain Risk Management:

❏ Related to Section 889, Part A and B compliance, for those items not covered under the platform’s certification, the platform has the ability to display the certification of the seller OR has a process in place for customers to follow to get the proper certification.