An Overview of GSA s e- Tools eoffer/emod, SIP, TDR Sales Reporting

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2 An Overview of GSA s e- Tools eoffer/emod, SIP, TDR Sales Reporting Breakout Session #: G15 Presented by: Maureen Jamieson & Julia Coon Date: Wednesday, July 26 Time: 9:45 11:00 am 1

3 Digital Certificates Required to access eoffer/emod ACES Business Representative Certificate or DOD ECA certificate IdenTrust or Operational Research Consultants (ORC) It can take 7-14 days to get a digital certificate after you have it notarized and submitted to the company Must be updated every 2 years Required to access FAS Sales Reporting System 2

4 GSA eoffer 3

5 GSA eoffer 4

6 GSA eoffer Tip: Must make changes to SAM in order to update this screen 5

7 GSA eoffer Tip: Information must match digital certificate EXACTLY 6

8 GSA eoffer 7

9 GSA eoffer 8

10 GSA eoffer 9

11 GSA eoffer 1 0

12 GSA eoffer 11

13 GSA eoffer 1 2

14 GSA eoffer 1 3

15 GSA eoffer 1 4

16 GSA eoffer 1 5

17 GSA eoffer 1 6

18 GSA eoffer 1 7

19 GSA eoffer 1 8

20 GSA eoffer 1 9

21 GSA eoffer Tip: Relevant Project Experience & SCA Matrix only required for services 2 0

22 GSA eoffer Corporate Experience 2 1

23 GSA eoffer 2 2

24 GSA eoffer Tip: Reach out to your customer references to let know they will receive an from com and will be asked to fill out the performance survey. 2 3

25 GSA eoffer 2 4

26 GSA eoffer Quality Control 2 5

27 GSA eoffer Project Experience 2 6

28 GSA eoffer Tip: Small Business Subcontracting Plans are only required for large businesses. 2 7

29 GSA eoffer Tip: Always upload a copy of the signed plan as well on the upload documents page. 2 8

30 GSA eoffer 2 9

31 GSA eoffer 3 0

32 GSA eoffer GSA Recommended Goals: Planned Subcontracting by Business Size GSA Goal (FY 2017) Other than Small Business 71% All Small (includes Veteran-Owned Small, Service-Disabled Veteran-Owned Small, HUBZone small, Small Disadvantaged Business, Women-Owned Small, and other small business concerns, i.e. ANCs, etc.) 29% Veteran-Owned Small Business 3% Service-Disabled Veteran-Owned Small Business 3% HubZone Small Business 3% Small Disadvantaged Business 5% Women-Owned Small Business 5% 3 1

33 GSA eoffer 3 2

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35 GSA eoffer 3 4

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37 GSA eoffer 3 6

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41 GSA eoffer 4 0

42 GSA eoffer Other Required Documents Pricing Narrative Uncompensated Overtime Policy (Services) Professional Compensation Plan (Services) Pathway to Success & Readiness Assessment Successful FSS Contractor Offer Blank Documents 4 1

43 GSA emod 4 2

44 GSA emod 4 3

45 GSA emod Tip: Certain types of modifications cannot be combined 4 4

46 GSA emod 4 5

47 GSA emod 4 6

48 GSA emod EPA for Products Percentage cap is typically 10% EPA for Services I-FSS-969 Bureau of Labor Statistics Table 5 Market Indicator - Click Here 4 7

49 GSA emod Tip: Always review modification instructions for schedule specific requirements. Upload additional documents under Vendor Defined 4 8

50 GSA elibrary Tip: Address pulls directly from SAM 4 9

51 GSA elibrary 5 0

52 GSA SIP Schedules Input Program Download: m SIP Password = ebuy Password Must register new contracts for GSA etools Don t let your pricelist go beyond 2 years without updates. GSA will pull down your pricelist and access to ebuy 5 1

53 GSA SIP 5 2

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57 GSA SIP 5 6

58 GSA SIP Tip: The contract administrator info listed here posts to GSA elibrary 5 7

59 GSA SIP 5 8

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61 GSA SIP 6 0

62 GSA SIP 6 1

63 GSA SIP 6 2

64 GSA SIP 6 3

65 GSA SIP Photo Requirements: -jpg or gif format -no larger than 1MB -no special characters in file name -file name must be 30 characters or less -Place all photos in the Photo folder in the SIPV7 file first 6 4

66 GSA SIP Tip: Manually enter a few products in SIP and then go to File and click Export. The 16 excel files will be located in the Export folder in the SIPV7 file on your C drive. Now you can copy and paste the rest of the product information in the excel sheets and complete the import process. 6 5

67 GSA SIP 6 6

68 GSA SIP 6 7

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71 GSA SIP 7 0

72 GSA SIP 7 1

73 GSA SIP Tip: Always PDF your text file and ensure no special characters in the file name. 7 2

74 GSA SIP 7 3

75 GSA SIP Tip: Once the SIP upload is approved or rejected, click here to process the response files in SIP. 7 4

76 FPT & CMOV Tool FPT Formatted Product Tool Replacement of SIP eoffer/emod system upgrade Schedules 58 I, 72, 75, 73, 51V, IT 70 Baselining Process 7 5

77 FPT & CMOV Tool CMOV Tool Contract Modification & Offer Validation Tool Must use CMOV Tool template Rolling out to multiple schedules 84, 73, 75, 81 IB Validates data errors such as (1) text in numbersonly column (2) invalid Unit of Issue (3) duplicate items (4) exceeding maximum character lengths Price analysis portion determines if proposed pricing is or is not within the acceptable market thresholds 7 6

78 Transactional Data Reporting (TDR) TDR requires vendors to electronically report the price the federal government paid for an item or service purchased through GSA acquisition vehicles Affected Schedules: 72, 58 I, 51V, 03FAC, 75, 73, IT 70 (select SINs), PSS (select SINs) TDR is optional Industrial Funding Fee (IFF) FAS Sales Reporting System vs 72A system check here Digital certificate required Can be paid on a monthly basis 77

79 Transactional Data Reporting (TDR) Reporting will begin at the beginning of the next full business quarter If modification is accepted during the last 15 days of a standard business quarter, reporting begins on the first day of the second business quarter. Modification Accepted July 1 st September 30 th October 1 st December 31 st January 1 st March 31 st April 1 st June 30 th Requirements Effective October 1 st January 1 st April 1 st July 1 st 78

80 FAS Sales Reporting FAS Sales Reporting is a web-based application available to Contractors to report monthly transactional sales data and make Industrial Funding Fee (IFF) payments Digital Certificates required to access system Must be an authorized negotiator on the contract in order to see contract in the system Sales are reported either based on date of invoice or date payment is received. 79

81 FAS Sales Reporting 80

82 FAS Sales Reporting 81

83 FAS Sales Reporting 82

84 FAS Sales Reporting 83

85 FAS Sales Reporting 84

86 FAS Sales Reporting Tip: If reporting zero sales, select yes under the gray box to the right. 85

87 FAS Sales Reporting 86

88 FAS Sales Reporting Tip: Fields with asterisks are required for services 87

89 FAS Sales Reporting Tip: To add multiple orders, enter the order number and click add order. 88

90 FAS Sales Reporting 89

91 FAS Sales Reporting Tip: The file upload method is recommended if reporting many sales 90

92 FAS Sales Reporting Tip: You will see instructions on first tab of excel template 91

93 FAS Sales Reporting Tip: Must be in excel or CSV format and must be 5 MB or less. Fields with asterisks are required for services 92

94 FAS Sales Reporting 93

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96 FAS Sales Reporting 95

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103 Questions? 10 2