Success in GSA Schedule Contracting

Success in GSA Schedule Contracting
U.S. General Services Administration (GSA) Federal Acquisition Service Success in GSA Schedule Contracting PURSUING A GSA SCHEDULES CONTRACT AND MAINTAINING CONTRACT COMPLIANCE I will be providing you with multiple websites and other resources designed to assist you through the GSA Schedules contracting process. To help me gauge the topics to focus on, how many attendees already have a GSA Schedules contract? How many are interested in becoming a GSA Schedules contractor? How many government or non-profit attendees?

Federal Acquisition Service (FAS)
U.S. General Services Administration (GSA) Federal Acquisition Service Federal Acquisition Service (FAS) WHERE ARE THE FAS OPPORTUNITIES? GSA (MAS) Schedules GSA Global Supply GSA Fleet (Motor Vehicles) GSA Forecast GSA Subcontracting Governmentwide Acquisition Contracts (GWAC) WHAT DOES FAS PROCURE? Environmental Moving Services Staffing Transportation Law Enforcement Equipment Furniture Office Supplies Telecom & Network Services Travel Services Emergency Preparedness & Response Equipment And Much More… For over 60 years, GSA has supported the warfighter around the world Here are some examples of what FAS procures and FAS opportunities you can pursue, including everything from building materials to IT and engineering services. GSA extends beyond the U.S. through our GSA Global Supply™ which offers and ships over 400,000 items including tools, office supplies, safety gear, industrial supplies and more into the Middle East, Europe, Asia and beyond. … GSA Global Supply in Afghanistan & Kuwait ALSO CHECK OUT GSA’S GOVERNMENT AUCTIONS

GSA Government Wide Acquisition Contracts (GWACS)
U.S. General Services Administration (GSA) Federal Acquisition Service GSA Government Wide Acquisition Contracts (GWACS) ALLIANT SMALL BUSINESS GWAC ALLIANT GWAC VETS (Service Disabled Veteran Owned Small Business) GWAC 8(a) STARS II GWAC GSA Governmentwide Acquisition Contracts are governed by the Clinger-Cohen Act and are therefore, by definition, for IT services. The Alliant GWAC is GSA’s premier IT services contract which was awarded via full and open competitive procedures. The final RFP for Alliant’s replacement contract, Alliant 2 will be released later this year with award scheduled for FY Alliant Small Business, 8(a) STARS, and VETS GWACs are all set aside for small business concerns. RFPs for the Alliant Small Business and VETS GWACs will be released this year as well.

List of GSA Contractors & Contract Details
U.S. General Services Administration (GSA) Federal Acquisition Service GSA Schedules Program WHAT IS A GSA SCHEDULE? POC Visit GSA (MAS) Schedule- long-term, governmentwide contracts with commercial companies to provide access to millions of commercial products and services at volume discount pricing. GSA Schedules program is the premier acquisition vehicle in the government A Schedule is the Category of Business Identified by a Number and Description Schedule Number & Description Item Number & Description The GSA Schedules program is the premier acquisition vehicle in government, representing 10 percent of overall federal procurement spending. GSA Schedules are fast, easy, and effective contracting vehicles for both customers and vendors. Through the GSA Schedules, GSA establishes long-term, governmentwide contracts with commercial companies to provide access to millions of commercial products and services at volume discount pricing. GSA continually updates the offerings under the GSA Schedules program, and aids vendors in being successful in the government marketplace. Particularly, the GSA Schedules program has a strong record of small business achievement. This is a visual of what our GSA Multiple Award Schedule looks like online…you can go to our as well to search for the appropriate Schedule which covers your product or service. A GSA Schedule Number represents a listing of companies who are on contract for a particular product of service category. For example, Schedule 71 is for furinture products and related services. Special Item Numbers or SINs, are subcategories under the schedule. For example, there are specifics SINs under Schedule 71 for Dorm and Quarters furniture as well as Furniture Rental. List of GSA Contractors & Contract Details

Access to many agencies from one procurement vehicle
U.S. General Services Administration (GSA) Federal Acquisition Service GSA Schedules Program WHAT ARE THE BENEFITS? Access to many agencies from one procurement vehicle Pre-Negotiated Agencies save tax dollars A Schedules with Set-Asides for Small Business Purchase directly from seller “Agency buyers can now set-aside on GSA Schedules during the procurement process” Small Business Act of 2010 and FAR Case The Federal Government, States , Cities, County, Universities and other Organization all have the ability to use GSA Schedules, so obtaining a GSA contract provides access to all of these activities without establishes contracts separately with each one. GSA Schedules are pre-negotiated, which establishes the terms and conditions and ordering procedures; but still allows for direct access between buyers and sellers. GSA Schedules can be set aside for small businesses at the contract level, and customer agencies can also set aside particular task orders for small businesses.

SET-ASIDES FOR SMALL BUSINESS
U.S. General Services Administration (GSA) Federal Acquisition Service GSA Schedules Program SET-ASIDES FOR SMALL BUSINESS 00CORP Professional Services Schedule (formerly the Consolidated Schedule) 23V Automotive Superstore 36 The Office, Imaging & Document Solution 48 Transportation, Delivery & Relocation Solutions 56 Buildings & Building Material/Industrial Services & Supplies 66 Scientific Equipment & Services 67 Photographic Equipment –Cameras, Photographic Printers & Related Supplies & Services (Digital & Film-Based) 71 Furniture 72 Furnishing and Flooring Coverings 73 Food Service, Hospitality, Cleaning Equipment & Supplies, Chemicals & Services 78 Sports, Promotional, Outdoor, Recreation, Trophies & Signs (SPORTS) 736 Temporary Administrative Professional Staffing (TAPS) All of these schedules have particular SINs that are set aside for small businesses at the contract level, and schedule 736 for Temporary Administrative Professional Staffing is 100% set aside for small business.

PART I: PURSUING A GSA SCHEDULES CONTRACT
U.S. General Services Administration (GSA) Federal Acquisition Service PART I: PURSUING A GSA SCHEDULES CONTRACT To be successful under the GSA Schedules program, vendors should be prepared to take necessary steps to be productive in a highly competitive marketplace. Having a GSA Schedule contract is a significant investment on the part of the vendor and GSA. Careful analysis, planning, and proactive steps are required to ensure vendors are successful under the GSA Schedules program.

Minimum Requirements www.census.gov/naics
U.S. General Services Administration (GSA) Federal Acquisition Service Minimum Requirements System Awards Management (SAM) Small Business Administration (SBA ) North American Industrial Classification (NAICS) Identify NAICs Review SBA Size Standard Determine if you are considered a small or large business DUNS # - 9 digit identifier by Dun & Bradstreet (D&B) Tax Identification Number (TIN) Taxpayer Name Statistical Information Electronic Funds Transfer (EFT) Information New registrations process is 1-2 business days 8(a) - Requires Certification HUBZone - Requires Certification Woman-Owned Business -Self Certify except for Set Asides for certain NAICs– Must be verified through SBA Repository Veteran Owned Business -Self Certify except for the (VA) Schedules Must be verified Service Disabled Veteran Owned Business Self Certify except for VA Schedules –Must be verified Potential GSA contractors must be registered in the Systems Awards Management website. 8(a) and HUBZone designations require certification from the SBA.

ONLINE REPRESENTATIONS SMALL BUSINESS ADMINISTRATION SIZE STANDARD
U.S. General Services Administration (GSA) Federal Acquisition Service Minimum Requirements ONLINE REPRESENTATIONS AND CERTIFICATIONS SMALL BUSINESS ADMINISTRATION SIZE STANDARD SBA has established numerical definitions, or size standards," for all for-profit industries. Size standards represent the largest size that a business (including its subsidiaries and affiliates) may be to remain classified as a small business concern. Small Business Act states that unless specifically authorized by statute, no Federal department or agency may prescribe a size standard for categorizing a business concern as a small business concern, unless such proposed size standard meets certain criteria and is approved by the Administrator of SBA. Replace paper based Representations and Certifications (Reps and Certs) process DUNS # Required MPIN Required – Marketing Partner Identification Number - Created during SAM Process (personal code allows access to government applications)

IS THERE A RETURN ON INVESTMENT (ROI)?
U.S. General Services Administration (GSA) Federal Acquisition Service Business Decision IS THERE A RETURN ON INVESTMENT (ROI)? Research Customer Base Contract/Revenue Buying Preference Potential Customers Request for GSA Schedules Other sources being used Discounts beneficial Benefit to you/customer Leading to Success/ROI? Current Govt. Orders? Potential Govt. Orders? No Orders? Plan the 2 year grace period Other contracts in place? Leading to Success/ROI? First, you must carefully consider whether or not you have the resources to pursue a Schedules contract, and the time to both market and compete for business once you have a contract. Submitting an offer involves many steps, and the process may take months to complete. However, submissions are accepted continuously, allowing you to decide when to pursue the solicitation process. The GSA Schedules program offers great opportunities for both large and small businesses. It is often the first step new businesses take when entering the federal marketplace. Being on Schedule makes it easier for agencies to do business with your company. However, becoming a Schedules contractor may involve significant investments of time and resources – which is why the first step for all interested businesses is to think it through. The Vendor Toolbox outlines important questions to answer before preparing a solicitation response related to Fit, Price, and Time: Do the products and/or services we offer fit with a Schedules solicitation? The GSA Schedules Solicitations page contains a complete listing of GSA Schedules. Selecting the Schedule number will take you to GSA eLibrary, which facilitates searches for Special Item Numbers (SINs). Note that certain products and services such as construction are not covered by Schedules. Can you compete with current contractors on GSA Schedules? Review pricelists in GSA Advantage! to complete a price comparison for similar products and/or services. Do you have the time and resources to dedicate towards responding to a Schedules solicitation, administrating the contract and marketing the contract to ordering activities? Getting on Schedule is just the beginning – you must also have the staff and capability to manage and market your business with a Schedule contract. Note: The GSA Schedules Program is only one tool buyers use to purchase products and services. Know your customers purchasing practice

https://vsc.gsa.gov/ Business Decision WHERE DO I START? Start Here
U.S. General Services Administration (GSA) Federal Acquisition Service Business Decision Complete “Pathway to Success” online training through Vendor Support Center and Click “Education” to take the quiz which is required before submitting an offer Start Here WHERE DO I START? GSA has developed the Vendor Toolbox, which is a collection of resources that will ultimately help you decide if getting a GSA Schedule contract is in your best interests. The Vendor Toolbox contains training materials that will help you learn more about the Federal market, tools that will help you uncover opportunities, and links to resources that can assist you in being a successful MAS contractor. Your firm should have already completed Pathway to Success training and taken the quiz which is required before submitting an offer. It is important that your firm understand the solicitation clauses and requirements such as past performance, certifications, and pricing. Therefore, it is suggested that an officer carefully read and review all the steps in the Vendor Toolbox including the solicitation to which your firm will be responding PRIOR to completing this assessment. The Vendor Toolbox will show your firm how to find the solicitation requirements in GSA eLibrary at: This assessment will be completed in step 3 of the Vendor Toolbox. This assessment contains a combination of “Yes/No” and short answer questions. Each question will reference a step in the Vendor Toolbox that will assist your firm in Researching, Analyzing and Deciding if you are ready to become a MAS contractor. NOTE: This website is intended to help bidders understand the GSA contract process before applying for a contract

U.S. General Services Administration (GSA) Federal Acquisition Service
You can access the Vendor Toolbox through our Vendor Support Center. [Click] The Vendor Toolbox is divided into three steps; Research, Analyze and Decide. It is designed to help you learn about and understand the Federal market while you walk through a process that will enable you to Research, Analyze, and ultimately Decide whether to submit a proposal to GSA to get on schedule. The Vendor Toolbox contains training materials that will help you learn more about the Federal market, tools that will help you uncover opportunities, and links to resources that can assist you in being a successful MAS contractor. It is also worth noting that GSA does not seek task orders and business for contractors. Readiness Assessment tool is designed to assist offerors in determining whether you are ready to pursue a MAS contract and will help you with the solicitation process. It is mandatory that this assessment be completed and signed by an officer of the offerer before submitting an offer. Once you have completed the Readiness Assessment and if you have decided to submit an offer, the Readiness Assessment is loaded as an attachment to your offer in the eOffer system. If your firm cannot answer each question and complete the responses, you may want to consider becoming a subcontractor to a contractor already on MAS schedules or participate in other Federal Government acquisitions.

Downloading the GSA Schedules Solicitation GSA Schedule Solicitations
U.S. General Services Administration (GSA) Federal Acquisition Service Downloading the GSA Schedules Solicitation GSA Schedule Solicitations Schedule description Schedule POC Link to FedBizOpps Link to e-Library Scroll down to find the GSA Schedule Click on solicitation GSA e-Library List of Contractors View Pricing and Terms Good for Market Research Enter Site Search for product or service category Identify GSA Schedule Click Schedule/Source Click “Vendors” link FedBizOpps Access to Paperwork Must know Solicitation Number Click “Vendors” Click “Find Business Opportunities” “Search by Solicitation Number” Insert solicitation number and submit

Solicitation Basics SOLICITATION BASICS OVERVIEW IMPORTANT NOTE:
U.S. General Services Administration (GSA) Federal Acquisition Service Solicitation Basics SOLICITATION BASICS OVERVIEW IMPORTANT NOTE: Due to a refresh in solicitations, please plan to contact the contracting office prior to downloading the materials to your computer. Submitting your paperwork within 30 days of the refresh date would allow your offer to be current. After 30 days, you will need to download, complete and submit the current paperwork. Not a contract for money Contractual Agreement between GSA and Vendor days or more application process Mostly reading to understand requirements Template/Fill in the blanks Some Charts Required Your company information Must be submitted and reviewed Negotiated Award or Rejection Market to the Federal Agencies and other authorized users of the GSA MAS Schedule Program

Participation Criteria
U.S. General Services Administration (GSA) Federal Acquisition Service Participation Criteria Minimum Sales Pre-Requisites Past Performance Complete the Solicitation Submit Offer to GSA GSA’s Review Process Negotiate Terms and Conditions GSA will Accept or Reject Offer Accepted/Award/Contract # Market Your GSA Contract MINIMUM QUALIFYING SALES PRE-REQUISITES $25,000 in sales for the first two years combined; Central Contractor Registration $25,000 each year after EXPERIENCE Small Business Certifications Past Performance Review ($190.00) conducted by Open Ratings North American Industrial Classification(NAICS) GSA AWARD TIME 120 Days or longer Online Representations and Certifications

Solicitation Contents
U.S. General Services Administration (GSA) Federal Acquisition Service Solicitation Contents PARTS OF THE SOLICITATION Read Me First Solicitation Cover Page Vendor Response Document SF1449 – must be signed Regulations Incorporated by Reference Past Performance Proposal Price List Preparation Commercial Sales Practice Format CSP-1 Sample Labor Category Matrix Letter of Supply Template Subcontracting Plan NOTE: SOME PARTS OF THE SOLICITATION MAY VARY DEPENDING ON THE PRODUCT OR SERVICES

Past Performance www.ppereports.com
U.S. General Services Administration (GSA) Federal Acquisition Service Past Performance Required as part of your offer submission Specify between 4-20 references Notify References ed on-line survey 35 day process Valid for 6 months $ plus tax for two orders ($25.00 each additional)

“Doing Business with GSA”
U.S. General Services Administration (GSA) Federal Acquisition Service Websites for Support Acquisition Centers Getting on Schedule Learn more about eOffer “Doing Business with GSA” Free Webinars

The NEW Professional Services Schedule is now live! It is under 00CORP
U.S. General Services Administration (GSA) Federal Acquisition Service Professional Services Schedule The NEW Professional Services Schedule is now live! It is under 00CORP The MOBIS (874), AIMs (541), FABs (520), Language (738II), Logworld (874V), PES (871) and Environmental (899) programs are no longer be available as individual MAS programs. All of the services covered under these single Schedules, and all of the existing contractors holding those Schedules, are now available under the new PROFESSIONAL SERVICES SCHEDULE (PSS), effective 10/1/15. Get the latest updates at GSA INTERACT Search “Professional Services Category Community”

Stay Informed and Up-to-Date
U.S. General Services Administration (GSA) Federal Acquisition Service Stay Informed and Up-to-Date SOCIAL INTERACTION VIEW CURRENT DISCUSSIONS If you want to receive immediate notification regarding updates on GSA Schedules, Small Business Programs, Government Wide Contract Opportunities CURRENT NEWS VARIETY OF SUBJECTS GSA ONLINE UPDATES POST QUESTIONS

GSA Office of Small Business Utilization
U.S. General Services Administration (GSA) Federal Acquisition Service GSA Office of Small Business Utilization Mrs. Pamela Smith-Cressel Director – Pacific Rim Region 300 N. Los Angeles St., 3rd Floor, Room 3122 Los Angeles, CA 90012 Ph Here’s our contact information. We would be your local GSA Small Business advocate. Mr. Anthony Caruso Mrs. Lori B. Falkenstrom Small Business Specialist 300 N. Los Angeles St..3rd Floor, Rm 3122 Los Angeles, CA Ph Small Business Specialist 1301 Clay St. North Tower Oakland, CA 94612 Ph

MAINTAINING CONTRACT COMPLIANCE FOR GSA SCHEDULES
U.S. General Services Administration (GSA) Federal Acquisition Service Small Business Solutions PART ii: MAINTAINING CONTRACT COMPLIANCE FOR GSA SCHEDULES For those of you who already have a GSA Schedule contract, we know you have invested considerable time and resources to establish a relationship with GSA, and we want to provide you with information to help you remain in compliance with your Schedule contract.

Procurement Contracting Officer (PCO)
U.S. General Services Administration (GSA) Federal Acquisition Service GSA Personnel Procurement Contracting Officer (PCO) Awards your contract Approves bilateral modifications PCO contact information can be found on GSA eLibrary: Ultimate authority over your GSA Schedule 70 contract Administrative Contracting Officer (ACO) Delegated functions by the PCO ACO contact information can be found at By now, you should all be familiar with your Procurement Contracting Officer, usually referred to as a PCO. Your PCO awarded your Schedule contract and is responsible for executing subsequent modification requests, unless this duty is delegated to an Administrative Contracting Officer, usually referred to as an ACO. Your ACO is assigned after contract award and is delegated certain functions by the PCO. Currently, ACOs handle closing out contracts which have ended, subcontract plan monitoring, and mass modification PINs/acceptance.

Industrial Operations Analyst (IOA)
U.S. General Services Administration (GSA) Federal Acquisition Service GSA Personnel Industrial Operations Analyst (IOA) Conducts contractor assessments Monitors sales reporting, sales adjustments, and Industrial Funding Fee remittance Provides general guidance and business development support IOA contact information can be found at Each GSA Schedule contract is assigned an Industrial Operations Analyst (IOA), who will personally conduct reviews of your contract called Contract Assessments. IOAs are able to educate contractors about their GSA Schedule contract terms & conditions, provide general business development resources, and explain GSA Schedule performance requirements. Additionally, IOAs perform other non-contracting functions, such as monitoring quarterly sales reporting, Industrial Funding Fee (IFF) remittance, and sales adjustments. IOA Contract Information can be found at

GSA and Ordering Agencies
U.S. General Services Administration (GSA) Federal Acquisition Service Compliance Overview GSA and Ordering Agencies Abide by the Federal Acquisition Regulation (FAR) and agency regulations Ordering agencies must abide by Schedule terms & conditions GSA PCO has ultimate authority over the Schedule contract Contractors Must be in compliance with Schedule contract terms & conditions and purchase/task order terms & conditions Remember, the GSA Schedule terms & conditions take precedence over the order terms & conditions What does it mean to be in compliance? First, you must understand the responsibilities of the stakeholders, the contractor (contract holder), ordering agencies (the customer), and GSA. GSA was granted the authority to establish Federal Supply Schedule (FSS) contracts under Federal Acquisition Regulation (FAR) Part 38. FSS contracts, commonly known as GSA Schedule contracts, are awarded under FAR Part 12 procedures. Additionally, several other parts of the FAR and GSA’s FAR supplement, the General Services Administration Acquisition Manual (GSAM), also apply. When using a GSA Schedule contract, ordering agencies must follow the procedures prescribed by FAR Subpart 8.4. In plain English, GSA satisfies various competition and regulatory requirements when it establishes a GSA Schedule contract. In turn, ordering agencies also satisfy these requirements when they abide by the terms & conditions of the GSA Schedule contract. Therefore, that is why it is so important that you, the contractor, also abide by the terms & conditions of your contract. Remember, your GSA Schedule contract takes precedence over subsequent customer orders, so even if an order contradicts your GSA Schedule contract, the terms & conditions of the GSA Schedule contract still apply.

Scope of Contract Compliance
U.S. General Services Administration (GSA) Federal Acquisition Service Scope of Contract Compliance Contract items must be within the scope of the Schedule and approved Special Item Numbers (SINs) Only items awarded on your GSA Schedule pricelist can be sold per your contract “Open Market” (non-contract) items must be identified Expand the scope of your offerings through: Modifications Additional GSA Schedule contracts Contractor Teaming Arrangements (CTAs) As noted in the previous slide, regulatory requirements are satisfied when GSA awards your Schedule contract. The Schedule (i.e. Schedule 70), the awarded Special Item Numbers (SINs) within (ex for Information Technology Professional Services), and the specific items on your GSA pricelist comprise the scope of your contract. It is incumbent upon the contractor to abide by the scope of its contract. In short, you are only allowed to sell products and services contained on your pricelist, and those must fall within the SIN descriptions and the Scope of Work outlined in your Schedule contract. For example, if you have a Senior Engineer labor category under SIN (Information Technology Professional Services), you cannot use it to perform non-IT related functions. On the other hand, if you find an opportunity for a Programmer but do not have an equivalent labor category on your contract, you can not represent that position as being available on your Schedule 70 contract. It is important that non-contract items, commonly referred to “open market” items, are identified, as such, on all orders. Do not purposely or inadvertently represent non-contract items as being Schedule contract items. Non-contract items should be procured using open market procedures. For that reason, you are doing a disservice to your Federal customers when you violate the scope of your GSA Schedule contract because critical procurement requirements are not being satisfied. There are a number of alternatives that are available to you so that you can remain competitive, while still complying with the terms and conditions of your contract. One option is to submit a proposal to obtain one or more Schedule contracts, assuming that there are Schedules available that cover the products and services that you want to offer. A couple of other alternatives are participating in Contractor Team Arrangements (CTAs), or requesting a modification to add or remove products and services to your existing schedule contract.

Trade Agreements Act (TAA)
U.S. General Services Administration (GSA) Federal Acquisition Service Trade Agreements Act (TAA) Must ensure offerings are manufactured in a TAA compliant country Applicable to all Schedule contracts (including services) TAA compliant countries can be found under FAR Review your pricelist and GSA Advantage!® file for accuracy and possible noncompliant items Notify your PCO if noncompliance is uncovered The Trade Agreements Act (TAA) is the overarching statute implementing a number of trade agreements and other trade initiatives. It is in the Government’s best interest to encourage other countries to engage in trade agreements to expand opportunities for the commerce of the U.S. in international trade. Doing so promotes the health of both the U.S. and global economies. The TAA is applicable to all Schedule contracts and the Trade Agreements clause is contained in your contract. If you offer products, you were required to fill out the Trade Agreements Certificate as well. By virtue of having the clause in your contract and filling out the Trade Agreements certificate, if applicable, you have agreed to provide the government with only U.S-made or designated country end products. Designated countries include those listed by the TAA clause. It is important to point out that this list of countries is not static—countries can change depending upon newly instituted trade agreements or abolishment of others. You can find a list of all compliant countries in the Federal Acquisition Regulations Part 25, more specifically in the Definitions section under Subpart The web address for this list is Review your pricelist and your GSA Advantage! file to see if all of your items are in compliance with the TAA. In addition, make sure that the country of origin listed in GSA Advantage! is an accurate representation of where the item is manufactured. Notify your PCO if you identify any noncompliant items so that they can be removed from your price list immediately. Having a system in place to monitor country of origin is not a contractual requirement; however, compliance with the TAA is mandatory. Therefore, we recommend having some sort of a system or process in place to track the origin of your products to protect yourself, GSA, and the federal community.

U.S. General Services Administration (GSA)
Federal Acquisition Service Sales Tracking System Identifies, tracks, and reports GSA sales accurately and completely Reports all transactions within the proper period Retrieves data easily Separates Schedule sales from other federal sales and commercial sales Proper recognition and reporting of all of your Schedule sales is critical to your performance; therefore, a good sales tracking system will make both of these tasks easier. There is no “correct” sales tracking system; however, you should have a system in place that ensures that there are no missed or unidentified transactions, inaccurately valued or dated transactions, and that the information can be quickly retrieved by your staff if requested by your Industrial Operations Analyst (IOA) or Administrative Contracting Officer (ACO). Per the Multiple Award Schedule contract, contractors shall maintain a consistent accounting method of sales reporting, based on the Contractor’s established commercial accounting practice. Sales may be reported by one of the following: Receipt of order Shipment or delivery Issuance of an invoice or Payment It is important to be consistent with your commercial practices, as well as consistent with the revenue recognition reporting process you have chosen, as switching can create reporting discrepancies. Please note that an automated sales tracking system is not a contractual requirement. Consider your commercial and federal sales volume in determining how complex your system needs to be. Ultimately, we want you to use a system that works for you, however, it must be adequate to identify, track, and report GSA sales accurately and completely.

Sales Reporting and Industrial Funding Fee (IFF)
U.S. General Services Administration (GSA) Federal Acquisition Service Sales Reporting and Industrial Funding Fee (IFF) Sales reports must be submitted and IFF remitted within 30 days after the end of the quarter, by: January 30th, April 30th, July 30th, and October 30th $0 must be reported if you have no sales for the quarter Do not report open market items and travel costs The IFF of 0.75% is included in your awarded pricing Some GSA BPAs have additional sales reporting requirements GSA funds its Schedule program through the Industrial Funding Fee (IFF), which is currently 0.75%. Federal customers who use the Schedule program pay the fee, which is already included in your awarded contract prices. You simply serve as the collection agent. Even though the ordering activity pays the fee when they purchase your products and services, you are responsible for submitting the IFF to GSA on a quarterly basis. In order to calculate the IFF due, you must file GSA Schedule sales reports for the quarters ending March 31st, June 30th, September 30th, and December 31st. Sales reports need to be submitted within 30 days after the end of each quarter, or by January 30th, April 30th, July 30th, and October 30th. After you have reported your sales for the quarter, the IFF payment is automatically calculated for you. Since the remittance of the IFF is due within 30 days following the end of the quarter, just like your sales report, it’s efficient to do them both at the same time. It’s a good idea to report your sales as quickly as possible because if you put it off, it’s easy to forget. You must report your sales online. The 72A Quarterly Reporting System can be accessed at the Vendor Support Center website under the main tab “Reporting Sales” or through the following link The website contains a wealth of information about sales reporting. You can view a demonstration of how the reporting process works. You’ll find that reporting sales is easy and only takes a few minutes, but don’t forget to register your contract first. Doing so allows you to access the reporting system. Explore the website for more information, including answers to frequently asked questions. If no sales occur under your contract for the quarter, you are still responsible for filing the sales report by entering zeros for each SIN. Also, keep in mind that you will be asked to report your sales under each SIN separately, so incorporating that capability into your tracking system now will make reporting under multiple SINs easier once the reporting window opens. This also includes any special programs you have incorporated into your MAS contract such as Cooperative Purchasing and Disaster Recovery. Those programs have specific SINs and therefore those sales need to be separated and reported under the appropriate SIN. Finally, open market items and travel costs can all be part of a delivery or task order placed using your contract, but you should not report these as GSA sales, as they are not included in your GSA Schedule contract. Also, don’t report any Other Direct Costs, or ODCs, that are not on your approved GSA pricelist, as they would be considered open market. Some GSA FSSI (Federal Strategic Sourcing Initiative) or ACT BPAs may mandate the collection of additional administrative fees. If your company has a GSA FSSI or ACT BPA, please note that you need to track and report sales under these BPAs separately when filing your 72a Quarterly Sales Report.

Indicators of a Schedule Sale
U.S. General Services Administration (GSA) Federal Acquisition Service Indicators of a Schedule Sale The GSA contract number is stated If no contract vehicle is stated and: Same terms and conditions as your GSA contract Through GSA Advantage!® or eBuy Paid with the government purchase card for items on your contract The pricing at or below contract price Once you know who is eligible to procure products and services using your Schedule contract, you need to be aware of what constitutes a Schedule sale. Being able to accurately identify MAS orders is the keystone to becoming a successful MAS contractor. Sales tracking, quarterly reporting, pricing, and procurement Terms and Conditions are just a few of the areas that are directly dependent on whether an order is being placed against your MAS contract or being procured by some other means. Ultimately it is your responsibility to know when your MAS contract is being utilized. Generally, if an order is placed by an eligible user, fits within Schedule parameters, and is not identified as “other than” a Schedule sale by the ordering activity, it is considered to be a Schedule sale for all intents and purposes. The clearest sign that a purchase order is a Schedule sale is when your GSA contract number is referenced on the purchase order or task order. Here are some other examples: The contract number is not on the order, but the ordering information and terms are the same as those on your Schedule contract; the customer made contact with you through GSA Advantage! or e-Buy; the customer pays with the government purchase card; the pricing is at or below the contract price; or there is no other indication of any other procurement vehicle being used. If you have any questions regarding whether an order or potential order is a Schedule sale, please feel free to contact your Ordering Activity Buyer or your GSA PCO, ACO, or IOA.

Basis of Award Discount relationship which predicates your GSA pricing
U.S. General Services Administration (GSA) Federal Acquisition Service Basis of Award Discount relationship which predicates your GSA pricing Found on the Standard Form 1449, Final Proposal Revision Letter, or subsequent modifications (Standard Form 30) Must be maintained to comply with the Price Reductions Clause (GSAM ) Adverse changes are referred to as “price reductions” Price reductions should be reported to the PCO within 15 calendar days The Basis of Award (BOA) relationship results from the final negotiations. Generally, GSA will identify a customer or a particular class of customers, usually referred to as the Most Favored Customer (MFC), and negotiate discount(s) from the MFC pricing, although sometimes the BOA customer may not be the MFC. Going forward, this pricing relationship must be maintained unless the PCO agrees to establish a new BOA. This BOA pricing relationship is usually explained on the Standard Form 1449 (SF 1449) in the first pages of your signed GSA contract, the Final Proposal Revision letter, or the subsequent modifications (Standard Form 30). When adverse changes to your BOA of award occur – for example, the BOA customer receives a more favorable discount than the Federal Government – they are referred to as “price reductions.” Subsequently, the BOA is enforced by the Price Reductions Clause in your contract (GSAM ). The Price Reductions Clause notes that violations to the basis of award pricing relationship must be reported to the PCO within 15 calendar days. However, the BOA will vary from contract to contract, so please refer to your individual contract to identify the requirements and any exceptions. Please refer to the Price Reductions Clause to identify general exceptions, such as sales to other Federal agencies and sales over the Maximum Order Threshold.

Pricing Must charge at or below your GSA Schedule price
U.S. General Services Administration (GSA) Federal Acquisition Service Pricing Must charge at or below your GSA Schedule price Spot discounts are allowed and will not result in a price reduction Price increases (Economic Price Adjustments) must be approved by your PCO Automatic escalations Incorporated into the original contract (SF 1449) or subsequent modifications (SF 30) One-time increases Incorporated via a modification (SF 30) Refer to clauses and I-FSS-969 By being awarded a Schedule contract, GSA is stating to ordering activities that your prices are fair and reasonable. It is your responsibility to provide that approved pricing to all ordering activities. To be more competitive, you can offer one-time, spot discounts from established Schedule contract prices. You can give the ordering Federal agency a discount without passing that discount on to all GSA Schedule users; that is, these discounts will not result in a permanent price reduction Please note, your GSA Schedule prices are your ceiling prices for GSA Schedule orders, meaning you cannot arbitrarily increase your GSA prices, even if you receive consent from the ordering agency. However, price increases may be approved through the Economic Price Adjustment (EPA) mechanism in your contract (see clauses and I-FSS-969). There are two types of EPAs: Automatic escalations based on a fixed rate negotiate prior to contract award. Price increases will be effective on the 12-month anniversary date of the contract effective date. These increases will be described in your original contract (SF 1449) or subsequent modifications. One-time increases based upon an agreed-upon market indicator prior to award. These increases must be approved via a formal modification (SF 30). Please note, the Government recognizes that extraordinary circumstances may justify other price increases. However, these situations must be reviewed by the PCO and approved by a formal modification (SF 30).

Prompt Payment Discounts
U.S. General Services Administration (GSA) Federal Acquisition Service Prompt Payment Discounts Awarded prompt payment discount terms must be displayed on all MAS invoices Do not apply to government purchase card payments Terms can be included in all MAS quotations Some MAS contracts are negotiated to include prompt payment discount terms. If prompt payment discount terms are awarded in the contract, the contractor is required to display the prompt payment information on all MAS invoices. Any prompt payment discounts awarded under the MAS contract are binding for all orders placed under the contract. Please note, prompt payment discounts can not be substituted for other concessions. For example, you cannot waive a prompt payment discount in exchange for a more favorable warranty.

Minimum Sales Requirement
U.S. General Services Administration (GSA) Federal Acquisition Service Minimum Sales Requirement Contract Sales Criteria Clause, I-FSS-639 Requirement: $25,000 in contract sales over the first 24 months $25,000 for each 12 month period thereafter GSA may cancel the contract if it does not meet the minimum sales requirement Each GSA Schedule contract contains clause I-FSS-639 Contract Sales Criteria (MAR 2002), which states: (a) A contract will not be awarded unless anticipated sales are expected to exceed $25,000 within the first 24 months following contract award, and are expected to exceed $25,000 in sales each 12-month period thereafter. (b) The Government may cancel the contract in accordance with clause , Cancellation, unless reported sales are at the levels specified in paragraph (a) above. In short, contractors must meet the minimum sales requirement or risk cancellation of their contract.

Administrative Concerns
U.S. General Services Administration (GSA) Federal Acquisition Service Administrative Concerns Pricelist maintenance Mass Modifications Novation and change of name agreements Bankruptcy SAM.gov GSA Schedule contracts require on-going maintenance in order to remain compliant. For example, pay special attention to the following administrative concerns: - Pricelist Maintenance: Each GSA Schedule contract has an approved pricelist that includes terms, conditions and the items and/or services you provide. As modifications affecting those terms/conditions/items and/or services are approved, your pricelist must be updated accordingly. Mass Modifications are GSA initiated modifications that occur when a uniform change occurs Schedule-wide. A prime example of this occurrence is when refreshes to the terms and conditions of a solicitation are issued. When a Mass Mod is issued, your contract administrator on file with GSA is notified via . The contains a unique PIN that allows you to access and accept the modification, and a direct hyperlink to a portion of the Vendor Support Center website where the Mass Modification can be found. - Novation and Change of Name Agreements: A novation occurs if you have a change of ownership. The government may recognize a third party as the successor in interest to your Schedule contract if all of your assets are transferred or the portion of assets involved in performing your contract are transferred. If only a company name change has occurred, and the government’s and contractor’s rights and obligations remain unaffected, then only a change-of-name agreement is necessary. Bankruptcy: In the unfortunate event that you enter bankruptcy proceedings, you have certain contractual responsibilities, most important of which is to notify your PCO within 5 business days. Please refer to FAR for more information ( - System for Award Management or SAM is the Official U.S. Government system that consolidated the capabilities of CCR/FedReg, ORCA, and EPLS. Registration is required to be renewed annually. Expired registrations will impede payment from the Government.

Federal Acquisition Service Point of Contact Information Updates GSA Contract Headquarters Address Point of Contact name, phone number, address, & office address Must be updated via contract modifications using eMod GSA eLibrary / GSA Advantage Company Information Verify the contact information listed is accurate Telephone number, , and web address can be updated using SIP Company name and address changes must process through SAM.gov Note: eBuy contact info can be updated under your “profile” on eBuy It is important to have updated Points of Contact elsewhere within GSA’s websites. There are many places to check and verify if your information is accurate. System for Award Management or SAM is the Official U.S. Government system that consolidated the capabilities of CCR/FedReg, ORCA, and EPLS. Registration is required to be renewed annually. Expired registrations will impede payment from the Government. Records Location and Contact Information: Notify your PCO if your company changes its address, contract administrator, or contact information. eLibrary updates Updating your Address, Telephone Number, and/or Web Address The phone number, and web address displayed on GSA eLibrary comes from one of two sources: 1. Your GSA Advantage Catalog File - If you have submitted an electronic catalog to GSA Advantage, GSA uses the Contract Administrator phone number, , and web address contained in your electronic catalog file submitted using SIP. To update - you must submit a SIP catalog file update with the correct information. 2. GSAs Internal databases - If your GSA pricelist has not been updated using SIP to GSA Advantage, GSA uses the phone number, , and web address on our internal contract database. To update - notify your Government Contracting Officer of the changes. The Procurement Contracting Officer will update internal databases with the new information Updating your Company Name or Address The company name and address displayed on GSA eLibrary reflect information recorded to the System for Award Management (SAM). GSA receives a data feed from SAM each day. SAM takes approximately 48 hours to update their information before sending to GSA. After GSA receives the updated information, your Procurement Contracting Officer (CO) must review and approve the changes before the new information will be displayed on eLibrary. 1. Correct your information on the SAM system. Visit the SAM website. 2. You must then go into the eMod system and initiate a Mod to your contract. 3. Once the Mod is awarded, your information will automatically update in the systems. Note: please allow 72 hours for systems to update.

Modification Types GSA Initiated Contractor Initiated Pricelist
U.S. General Services Administration (GSA) Federal Acquisition Service Modification Types Contractor Initiated Pricelist Company Information Legal GSA Initiated Mass Mods A modification is any change made to your MAS contract. Modifications fall into two categories, those initiated by you the contractor or those initiated by GSA. Those modifications issued by the government generally directs the contractor to accomplish a specific action. A contractor initiated modification represents a mutual agreement of the parties to a course of action or change in the performance requirements. Your GSA contract will prove to be more valuable to you if you take good care of it. That’s why it’s so important to keep your contract up-to-date with the help of modifications. You should work with your Procurement Contracting Officer to adjust your prices in accordance with the terms and conditions of your contract. Maintain the overall health of your contract by removing obsolete items or labor categories and adding new ones. Make sure your customers and GSA know what your legal name is and update your contact information so that you can be reached!

Contractor Initiated Modification
U.S. General Services Administration (GSA) Federal Acquisition Service eMod Contractor Initiated Modification Price List Change(s) Company Information Change Legal Changes Completed at GSA’s eMod Website Requires a Digital Certificate Price List Modification Template What is eMod? eMod is a web-based application that allows MAS contractors to electronically prepare and submit contract modifications to FAS. Currently all modification have to be completed through eMod. On the eOffer/eMod website you will be able to view multiple guides, Frequently Asked Questions (FAQs) and training. One of the best links is the “eOffer/eMod User Guide” at This guide will provide you step by step instructions on how to complete the various modifications in eMod. What is a Rapid Action Modification (RAM)? When you log into the eMod system and submit an Administrative or Deletion modification request, your CO will receive a notification that you have initiated a RAM modification. RAM modifications are unilateral on the part of the government, meaning you will not be required to provide a digital signature after submitting your request. Your CO will view your request, and you will then receive notification (and if approved, an SF30) that your modification has been approved or rejected. As always, you will need a digital certificate to log into eOffer/eMod for identity verification purposes. The mod types that will be processed using RAM are: Administrative Modifications Change of contract administrator Change of phone number Change of fax number Change of Web URL Change of address Change of authorized negotiator Change of (addition/deletion) authorized reseller Deletion Modifications Deletion of labor category Deletion of product Deletion of Special Item Number (SIN) What is a digital certificate? You are required to have a digital certificate for access into the eOffer/eMod applications, to authenticate you against the authorized negotiators list for your offer/modification, and to sign the final contract/modification documents electronically. Digital certificates also ensure the integrity of your proprietary data. To learn about digital certificates, please go to When would you use eMod? Currently, there are eight types of modification request: Additions Administrative Changes Cancelations or Terminations Deletions Legal Pricing Changes Technical Changes Terms and Conditions

Federal Acquisition Service Mass Modification GSA Initiated Modification to all Schedule Contractors ed to Contract Administrator Completed at GSA’s Mass Modification Website What is a Mass Mod? Mass modifications are government-initiated modifications that occur when a uniform change occurs Schedule-wide. A prime example of this occurrence is when refreshes to the terms and conditions of a solicitation are issued. Mass Mods allow acquisition centers to access large segments of the contractor population with ease. When a Mass Mod is issued, your Contract Administrator on file with GSA is notified via . The contains a unique PIN that allows you to access and accept the modification, and a direct hyperlink to a portion of the Vendor Support Center website where the Mass Modification can be found. (If you need the Mass Modification and PIN to be resent, please your Administrative Contracting Officer. Your ACO’s contact information can be found at The website contains detailed information on the background, purpose and implications of each modification. At the conclusion, you will be asked to enter your PIN and other verification information to accept or decline the modification. Upon execution, a confirmation containing a printable Standard Form 30 is sent to you. A copy is also sent to your PCO and ACO.

Other Compliance Concerns
U.S. General Services Administration (GSA) Federal Acquisition Service Other Compliance Concerns Labor qualifications Environmental icons Subcontracting plans Delivery GSA Advantage Pricelist In addition to the previous topics, there are several other conditions a contractor must meet, including, but not limited to: Professional services contracts are typically awarded with labor categories. These labor categories will describe the minimum qualifications required of the person serving in that capacity. These minimum qualifications are established by each contractor - they are not standard criteria. This means each contractor’s labor categories will be unique to their particular contract. For example, if your Senior Engineer requires 10 years of experience and a PhD, you cannot staff someone with only 5 years of experience and a Masters degree. GSA Advantage!® allows contractors to display icons to indicate environmental attributes for their products. However, contractors cannot use these icons arbitrarily and must meet the criteria for each attribute. Please note, if you have products that are Energy Star or EPEAT certified, that the attribute is identified by the Manufacturer’s Product Code. If you do not utilize that code the product will not be identified in the system. Subcontracting Plans: Large businesses, as determined by the parameters set forth in your Schedule contract, are required by law to establish goals for awarding subcontracts to qualified small businesses. As a large business, you have the responsibility to submit subcontracting reports to GSA. This is done electronically on the Electronic Subcontracting Reporting System, called eSRS. You’ll need to check the system to see what kind of report you need to submit based on the type of subcontracting plan that you have. This will also determine when the report is due to GSA. Please see the eSRS website for more information ( Note that subcontracting goals are not a requirement for small businesses. Delivery: You must meet the deadlines as set forth in your contract. GSA Advantage!®: Your GSA Advantage!® catalog must be updated as your pricelist changes. To ensure accuracy, it is GSA’s policy to remove any pricelist that has not had any updates, or a certification of accuracy, in over two years. If you pricelist is removed, you will no longer be eligible to participate in e-Buy until it is uploaded again. Please note, if you have authorized dealers approved on your contract (companies which are allowed to sell directly from your contract), they must be listed in your GSA Advantage pricelist.

Contractor Assessments
U.S. General Services Administration (GSA) Federal Acquisition Service Contractor Assessments Objectives Assess the level of compliance with GSA Schedule terms & conditions Address questions or concerns Evaluate processes and procedures Performed for most GSA Schedules Contractor Assessments one of the primary ways GSA will assess the level of compliance with your GSA Schedule contract. During these visits, an IOA will test your sales tracking system and administrative processes, as well as review your GSA Schedule records, to identify potential problems and pitfalls. Remember, the IOA is there to assist you; if problems are found, the IOA will make recommendations to help you fix them. If you have questions or concerns, your IOA will be there to address them. Keep in mind that Assessments are performed for all GSA Schedules, meaning you may be visited more frequently if you hold multiple GSA Schedule contracts.

Federal Acquisition Service Assessment Frequency Annually for contractors meeting established MAS reported sales thresholds Focus on sales tracking, pricing, and prompt payment discounts End of term for contractors in the 4th contract year meeting established MAS reported sales thresholds Covers all compliance topics in this presentation In the past, reviews have been performed twice during each 5-year contract period, called midterm (third year) and end-of-term (fifth year) visits. Going forward, Assessments will become annual for contractors reporting sales in excess of the determined threshold, which may vary by GSA Schedule contract. For example a contractor was awarded a MAS contract on July 1, The contract will become eligible for an annual assessment if the reported sales are in excess of the determined threshold amount by June 30, As long as the reported GSA contract sales are in excess of the determined threshold every July through June, the contractor will receive an annual assessment. These annual Assessments will be abbreviated versions of the end of term visits and only cover the sales tracking system, pricing, and prompt payment discounts. End of term Assessments will occur in the fourth contract year and cover the annual topics plus others, such as TAA, Basis of Award, GSA Advantage. (The compliance topics covered previously in this presentation are most of the topics covered during an Assessment.) Your IOA will cover the specific areas you need to prepare to demonstrate compliance during the telephone conversations and s leading up to the Assessment.

Assessment Participants
U.S. General Services Administration (GSA) Federal Acquisition Service Assessment Participants Your Company GSA Contract Administrator Other relevant personnel responsible for contractual functions (e.g. sales, marketing, order tracking, IFF remittance) GSA Industrial Operations Analyst (IOA) Determining who should be present during an Assessment is dependant upon your business model and who is responsible for the various requirements of your contract. It’s to your benefit that the IOA is able to perform a comprehensive visit. This can be accomplished by making sure that your subject matter experts are close at hand. Your visit will also run more smoothly if you have information pertinent to your contract readily available for review or provided prior to the meeting. Optimally, try to have your designated contract administrator present and any other personnel who are heavily involved with the use of the contract, such as those who prepare quotations and are responsible for the identification, creation, and submission of your sales data.

Assessment Preparation
U.S. General Services Administration (GSA) Federal Acquisition Service Assessment Preparation Initial phone call or from IOA, followed by pre-visit confirmation Familiarize yourself with the requirements addressed in pre-visit Contact IOA with any questions IOAs coordinate their visits with contractors to ensure the maximum benefits are realized. Initially, an IOA will contact you via a phone call or to propose a type of visit and a target date. After a date is scheduled, the IOA will send a confirmation that will include information to help you prepare for the visit. Please familiarize yourself with the visit requirements in advance so you are not scrambling to gather information on the day of the visit. IOAs might ask you to provide certain information prior to the visit to ensure efficiency and effectiveness. Everyone benefits from preparation, so do not hesitate to contact the IOA if you have questions or concerns about the visit.

Assessment Intent Notice
U.S. General Services Administration (GSA) Federal Acquisition Service Assessment Intent Notice Provided by your IOA prior to the Assessment Purpose is to eliminate any confusion between Assessments and IG Audits Should be reviewed, signed, and given back to your IOA Contractor Assessments are commonly referred to as audits, but GSA audits are actually performed by its Inspector General. The purpose of the notice is to eliminate any confusion that exists between the Assessment and IG Audits. The notice explains how the visit is conducted and that the Assessment is not an audit. After you read and sign the document, it should be scanned and ed to the IOA or a hard copy presented at the in-person visit.

Recommended Documentation
U.S. General Services Administration (GSA) Federal Acquisition Service Recommended Documentation GSA contract, including: Standard Form 1449 (SF 1449) Incorporated documents (e.g. Final Proposal Revision (FPR) letter, Commercial Sales Practices) Approved modifications (Standard Form 30) Current approved pricelist and all previously approved versions As a matter of practice, you should be able to readily access your GSA contract documents, including: The contract itself, which usually includes a signed Standard Form Several documents, such as the Final Proposal Revision letter, may be incorporated into the contract by reference, so you should have access to those as well. Modifications, which are generally processed on Standard Form 30. You do not need to print Mass Modifications, such as Schedule Refreshes, for the visits, but you should maintain access in case they are requested. - Your current approved pricelist and all previously approved versions. Having each version of your pricelist available is critical for demonstrating compliance with your GSA Schedule contract. For example, let’s say you reduced your GSA price for a product from $120 in 2009 to $100 in If an IOA reviewing an order from 2009 with a $120 price compares the order to the current pricelist, they may assume you have overcharged the customer because your current price is $100. In this example, having your 2009 pricelist available would have shown your price at the time was $120 and helped avoid this confusion.

U.S. General Services Administration (GSA) Federal Acquisition Service Recommended Documentation Sales data supporting your reported 72A sales for the quarters being reviewed IOAs have access to the reported sales figures but not the supporting records Examples of supporting records for reported sales: Accounting reports Spreadsheets Ledgers Invoices IOAs have access to the sales figures reported on the 72A website, but not the supporting records. Thus, it is imperative that you have the sales data that supports the figures you reported. For example, if you use an Excel spreadsheet to track your quarterly sales, please have that record available for the visit. Other commonly used sales records include accounting reports, invoices, and ledgers.

U.S. General Services Administration (GSA) Federal Acquisition Service Recommended Documentation Purchase/Task Orders Customers do not provide GSA copies of orders they place against GSA Schedule contracts Related Documentation Statement of Work (SOW) Quotations Invoices GSA does not receive copies of purchase/task orders from GSA Schedule customers, so it is important that you have these records available for the visit. Frequently, customers will not include important details on their orders, such as prices and open market designations, so it is also critical that you keep copies of your cost estimates/pricing breakdown, proposals/quotes, and invoices. Also, the Statement of Work (SOW), when applicable, may be necessary to determine the nature of the services provided.

U.S. General Services Administration (GSA) Federal Acquisition Service Recommended Documentation Trade Agreements Act (TAA) Contractors supplying tangible products should be able to provide country of origin information Environmental Attributes Documentation supporting the use of environmental icons on GSA Advantage!® (excluding Energy Star and EPEAT) To verify TAA compliance, the Industrial Operations Analyst may ask for country of origin documentation and review any processes or procedures that you have in place. Please be prepared to present this information during the Assessment. On GSA Advantage! ®, contractors can identify their “Green” products by displaying environmental attribute icons. Energy Star and EPEAT designations are not self-certifying because Advantage! ® identifies products meeting those certifications by downloading information from the Energy Star and EPEAT databases. However, the remaining icons are self-certifying, so contractors should be able to provide documentation that supports those claims. The documentation may include, but is not limited to, certification from the manufacturer of the product and/or government documentation showing testing/acceptance.

Examples of Problems Identified
U.S. General Services Administration (GSA) Federal Acquisition Service Examples of Problems Identified Under-reported/over-reported sales Out-of scope orders TAA non-compliant products Price overcharges Outdated GSA Advantage! ® pricelists/catalogs Inaccurate contact information Missing records/documentation Unfortunately, concerns are often identified during Assessments. Some of the most common include: Under-reported/Over-reported Sales: Occasionally, GSA Schedule sales are not captured by a contractor’s sales tracking system. Conversely, sometimes sales tracking systems capture too many sales, such as non-GSA Schedule orders or non-contract items, including open market offerings or travel costs. Out-of-Scope Orders: When you use your GSA Schedule contract, you must be diligent about only providing GSA-approved line items or clearly identify open market items. Unfortunately, contractors occasionally include these items in GSA Schedule orders without properly identifying them. TAA Non-compliant Products: All products included on a GSA Schedule pricelist were manufactured or substantially transformed in a TAA compliant country when they were awarded to the contract. However, a product’s country of origin may change, and sometimes to a non-TAA designated country. Unfortunately, contractors may fail to remove these items from their pricelists when they become TAA non-compliant. Price Overcharges: Remember, your GSA prices are your ceiling prices for GSA Schedule sales. GSA Schedule price increases must always be approved by the PCO before being applied to your contract. Consequently, exceeding your GSA ceiling prices is a compliance violation. If a customer pays within the prompt payment discount timeframe and you do not place your terms on the MAS invoices, an overcharge has occurred. Outdated GSA Advantage! ® Pricelists/Catalogs: Any pricelist changes should be reflected on GSA Advantage! ®. This is important not only from a marketing standpoint, but also to ensure our customers have access to accurate data. Please note pricelist changes must be approved via a modification before updates are made to your Advantage! ® catalog. Inaccurate Contact Information: Please remember to update your System for Award Management (SAM) and Duns and Bradstreet (D&B) profiles as needed. However, changes in your contact information must also be reported to your PCO so we can maintain the accuracy of our own records. Missing Records/Documentation: IOAs cannot properly evaluate your performance and provide targeted assistance if they cannot review your records. Consequently, please maintain readily accessible copies, in paper or digital format, of important documents such as Trade Agreements Act documentation, all versions of your pricelists, supporting data for your quarterly GSA sales records, contracts and modifications, purchase/task orders, and quotes/proposals.

Educational Resources & References
U.S. General Services Administration (GSA) Federal Acquisition Service Educational Resources & References GSA’s Vendor Support Center The Steps to Success: Contractor Reference Guide GSA Interact Multiple Award Schedules (MAS) Desk Reference Who Can Order Through GSA Schedules? ACO/IOA Locator Procurement Technical Assistance Centers (PTACs) GSA’s Social Networking Resources Centralized Mailing List Service (gsa.gov/cmls) Vendor Support Center ( GSA’s central website for vendor information on the Multiple Award Schedules Program. The VSC contains information on the compliance, educational, environmental programs, market research, and much more. The Pathways to Success Webinar ( The Pathways to Success Webinar is a course designed to help vendors decide whether the Schedules solicitation process is a good match for their company, while providing tips on offer submission and marketing to the government after contract award. This webinar is also required in all Multiple Award Schedule Contract Solicitations. You will be redirected to a ".com" website and asked to register. Vendor Toolbox ( GSA has created the following materials and information to help you learn more about the process and requirements and help make sure you have the best chance of success. The Vendor Toolbox contains some important facts, figures, and market research exercises that can be beneficial to potential GSA contractors and long-term GSA Contractors alike. Eligibility to Use Contract , ADM4800.2H ( The purpose of this Order is to provide definitions and listings of agencies and organizations authorized to use GSA sources of supply and services. It also provides definitive guidelines concerning eligibility requirements. The Steps to Success: Contractor Reference Guide ( The Steps to Success is a valuable document that covers a wide range of contract issues to ensure that vendors have the knowledge and tools to become a successful GSA Multiple Award Schedule contractor. Multiple Award Schedules (MAS) Desk Reference ( This document is designed and targeted towards procurement officials within Federal agencies, outlining the requirements of FAR 8.4, Federal Supply Schedules. This document describes how an eligible ordering activity can purchase goods and services from MAS contractors by utilizing the procedures set forth in FAR 8.4. Modifications / eMod ( This webpage includes many good resources related to making modifications to your contract, as well as using the eMod system. GSA Interact ( Interact is an open, collaborative community for connecting, communicating, learning, and engaging across GSA topics. There are many great groups within GSA Interact. Many groups available, such as: Multiple Award Scheduled ( Procurement Technical Assistance Centers (PTACs) ( Congress created the Procurement Technical Assistance Program (PTAP) to help businesses seeking to compete successfully in federal, state and local government contracting. Funded through Cooperative agreements between DoD and state/local entities, 94 PTACs provide a range of expert services/training at little or no charge. Upcoming GSA Events and Live Training Sessions ( This website provides a look at upcoming live training and events offered by GSA. Topics of training vary, much of which is relevant to vendors. Formats include in-person as well as online training. GSA's Social Networking Resources: GSA's YouTube Site ( ( Facebook ( Who do I need to talk to if I have questions/problems? Procurement Contracting Officer (PCO) contact information can be found at Administrative Contracting Officer (ACO) and Industrial Operations Analyst (IOA) contact information can be found at VSC Technical Helpdesk, for assistance with GSA system or website technical problems, is available at

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Success in GSA Schedule Contracting

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