14 - Transactional Data Reporting Election Form - new offer

Schedule # 70– Information Technology, Software & Services Solicitation FCIS-JB-980001B (Refresh # 55)

Transactional Data Reporting Election Form – New Offer

All Offerors shall complete and submit/upload page 1 this form with their offer.

Offeror’s Name (include a “Doing Business As” (DBA), if applicable):

DUNS Number:

Tax Identification Number (TIN):

Offeror’s Website Address:

☐ Mark this box if your company does not have a website

The following Special Item Numbers (SINs) In this solicitation are covered under the Transactional Data Reporting (TDR) Pilot. (see [insert] for additional information.)

● 132-8 - IT Hardware

● 132-32 - IT Software

● 132-33 - IT Software

● 132-34 - IT Software

● 132-54 - Satellite Services

● 132-55 - Satellite Services

If you are offering one ore more of the above listed SINs, please indicate below whether you want to participate in the TDR Pilot or continue under the Legacy Multiple Award S chedule (MAS) provisions (NOTE: CHECK ONLY ONE BOX

BELOW):

☐ Mark this box if your company CHOOSES to participate in the TDR Pilot.

☐ Mark this box if your company CHOOSES to continue under the Legacy MAS provisions.

To assist in your decision to elect or not elect to participate in TDR, please refer to the chart below in the attachment “Transactional Data Election” form. This for is a required upload for all offerors.

Transactional Data Reporting vs Traditional (Legacy) Clause and Provisions

CHART 1: The chart below summarizes the differences between the clauses and provisions that apply under a TOR pilot offer versus a traditional/non-TOR offer.

Transactional Data Reporting Clauses and Provisions Traditional (LEGACY) Clauses and Provisions

Not Applicable 552.212-70 Preparation of Offer (Multiple Award Schedule) (AUG 1997)

Not Applicable 552.215-72 Price Adjustment – Failure to Provide Accurate Information (AUG 1997)

552.216-70 Economic Price Adjustment – FSS Multiple Award Schedule Contracts (DEVIATION IV - JUL 2016)

552.216-70 Economic Price Adjustment – FSS Multiple Award Schedule Contracts (SEP 1999) (ALTERNATE I - SEP 1999)

(DEVIATION - APR 2007)

552.238-74 Industrial Funding Fee and Sales Reporting

(MAY 2014) (ALT I – JUN 2016)

552.238-74 Industrial Funding Fee and Sales Reporting (MAY 2014)

552.238-75 Price Reductions (JUL 2016) (ALT I - JUL 2016)

552.238-75 Price Reductions (JUL 2016)

552.238-81 Modification (Federal Supply Schedule)

(APR 2014)(ALT II – JUN 2016)

552.238-81 Modification (Federal Supply Schedule) (APR 2014)

CI-FSS-151-N Additional Evaluation Factors for Award to New Offerors (OCT 2015) (ALT I - JUL 2016)

CI-FSS-151-N Additional Evaluation Factors for Award to New Offerors (OCT 2015)

CI-FSS-151-S Additional Evaluation Factors for Award to Successful FSS Program Contractors (OCT 2015)

(ALT I - JUL 2016)

CI-FSS-151-S Additional Evaluation Factors for Award to Successful FSS Program Contractors (OCT 2015)

Transactional Data Reporting Clauses and Provisions Traditional (LEGACY) Clauses and Provisions

I-FSS-969 Economic Price Adjustment – FSS Multiple Award Schedule (OCT 2014)(ALT II - JUL 2016)

I-FSS-969 Economic Price Adjustment – FSS Multiple Award Schedule (OCT 2014)

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

(OCT 2015) (ALTERNATE VI - JUL 2016)

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

2015) (ALTERNATE I - MAR 2016)

SCP-FSS-001-S Instructions Applicable to Successful FSS Program Contractors (MAR 2016) (ALT II - JUL

2016)

SCP-FSS-001-S Instructions Applicable to Successful FSS Program Contractors (MAR 2016)

Not Applicable CSP-1 Commercial Sales Practices Format

CHART 2. The chart below highlights the differences between a TOR pilot offer and a traditional/non-TOR offer:

Transactional Data Reporting Offer/ Award Requirements

Traditional (Legacy) 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

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

Transactional Data Reporting Offer/ Award Requirements

Traditional (Legacy) Offer/Award Requirements

Not Applicable Vendor is required to track price reduction violations pursuant to GSAR clause 552.238-75 Price Reductions (JUL 2016)

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 (MAY

2014)(ALT I - JUN 2016))

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