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GSA Transactional Data Reporting (TDR)

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What is Transactional Data Reporting

GSA issued a final rule on Transactional Data Reporting (TDR), which was published in the Federal Register on June 23, 2016. TDR will require contractors to electronically report the price paid for GSA Schedule Contract products and services. While TDR will eliminate the need for Commercial Sales Practices (CSP) disclosure and Price Reductions Clause (PRC) tracking, it does bring up additional concerns.

Transactional Data Reporting Requirements

Currently, GSA Schedule Contractors are required to report sales on a quarterly basis. Contracts that are subject to TDR will be required to submit sales data on a monthly basis to the FAS Sales Reporting website, https://tdr.gsa.gov. Sales data can be submitted one of four ways: 1) form entry; 2) file upload; 3) Electronic Data Interchange (EDI); 4) Web Services (API).

TDR requires contractors to report the following data:

  • Contract Number
  • Order Number or Procurement Instrument Identifier (PIID)
  • Non Federal Entity, if applicable
  • Description of Deliverable
  • Manufacturer Name
  • Manufacturer Part Number
  • Unit of Measure (each, hour, case, lot, etc.)
  • Quantity of Item Sold
  • Universal Product Code (UPC), if applicable
  • Price Paid per Unit
  • Total Price Sold

Transactional Data Reporting Pilot Schedules

A final rule does not necessarily mean TDR will be implemented across all GSA Schedules. A 3-year pilot program will determine TDR’s fate. The pilot will rollout to eight GSA Schedules in phases from August to November. Initial participation in the pilot will be optional for existing Schedule holders.

  • Schedule 58 I — Professional Audio/Video Solutions
  • Schedule 72 — Furnishing and Floor Coverings
  • Schedule 03FAC — Facilities Maintenance and Management
  • Schedule 51 V — Hardware Superstore
  • Schedule 75 — Office Products
  • Schedule 73 — Food Service, Hospitality, Cleaning Equipment and Supplies, Chemicals and Services
  • Schedule 00CORP — The Professional Services Schedule, but only to Professional Engineering Services (PES) SINs:
    • 871-1 Strategic Planning for Technology Programs/Activities
    • 871-2  Concept Development and Requirements Analysis
    • 871-3 System Design, Engineering and Integration
    • 871-4 Test and Evaluation
    • 871-5 Integrated Logistics Support
    • 871-6 Acquisition and Life Cycle Management
    • 871-7 Construction Management and Engineering Consulting Services Related to Real Property
  • Schedule 70 — IT, but only to SINs:
    • 132-8 New IT Equipment
    • 132-32 Term Software License
    • 132-33 Perpetual Software License
    • 132-34  Maintenance of Software as a Service
    • 132-54 Commercial Satellite Communications (COMSATCOM) Transponded Capacity
    • 132-55 Commercial Satellite Communications (COMSATCOM) Subscription Services

When & Who Does Transactional Data Reporting Affect?

The chart below details the current release dates for Transactional Data Reporting. If you are pursuing a new GSA Schedule Contract and submit your proposal after the release date for that Schedule, you will be subject to TDR. If you are an existing contractor, you will receive a mass modification on the release date. While you must accept or decline the mass modification, existing contractors are not initially required to accept TDR.

Schedule SINs Included TDR Release Date*
72 All 8/26/2016
58 I All 8/26/2016
03FAC All 9/9/2016
51 V All 9/9/2016
75 All 10/7/2016
70 132-8, 132-32/33/34, 132-54/55 11/20/2016
73 All 11/20/2016
00CORP 871-1 through 871-7 (Engineering) January 2017

*Updated November 21, 2016.

For more information, visit GSA’s Interact website.