.jpeg "Emma Pasqualino")
With the release of GSA’s Multiple Award Schedule (MAS) Solicitation Refresh #31, Transactional Data Reporting (TDR) is now mandatory for all contractors under MAS. If your contract was not previously eligible for TDR, you will continue to report your sales as usual until you accept the Mass Modification and the next quarter begins. In this blog, we’ll explain what TDR is, how sales must be reported, what data is required, and how to remit payment for the Industrial Funding Fee (IFF).
What is Transactional Data Reporting (TDR)?
Transactional Data Reporting (TDR) is used by GSA to better understand the government’s purchasing patterns. It allows GSA to collect data on the prices paid for products and services sold through MAS, helping the agency analyze buying behavior more effectively. Contractors have access to TDR data as well to better understand the market. The hope is by reporting transactional data, federal procurement becomes more informed and efficient.
Where and How Often Do I Report My Sales with TDR?
Similarly to the legacy Commercial Sales Practices reporting, TDR sales reporting is done in the Sales Reporting Portal (SRP). One of the key differences is TDR data is reported monthly. For example, March TDR data is due on April 30, and April TDR data is due on May 30. TDR data is mainly reported through form entry or file upload. Form entry is where you fill in your sales data directly in SRP, and file upload is where you complete the TDR sales reporting spreadsheet and upload it. You can switch between reporting methods each month.
If you have zero sales for a certain month, you’ll still need to submit a report. Under “form entry” in SRP, the system allows you to click “Yes” in the “Reporting Zero Sales” field on the Form Entry page. If you do not log into SRP and report zero sales, your contract risks being marked delinquent.
What Kind of Data Do I Need to Report with TDR?
The required data for sales reporting changes frequently, and updates are often made to the TDR reporting Excel spreadsheet. If you are submitting monthly reports through file upload, it’s best to download a new template each month to avoid submitting an outdated version. You can download the newest version in SRP under the Reporting tab.
If your offerings are captured in a way that the data cannot be broken down for the TDR report, you should speak with your Contracting Officer (CO) to determine the best path forward so your sales are reported accurately and on time. You do not report Open Market items on monthly reports.
For every TDR report, you’ll need to report the following data:
- Contract/BPA Number
- Order Number/PIID
- Description of Deliverable
- Manufacturer name (applicable for products)
- Manufacturer part number (applicable for products)
- Unit Measure
- Quantity of Item Sold
- SIN Number
- Price Paid per Unit (US$)
- Total Price (US$)
- Non-Federal Entity
Refresh #31 has also made four additional data elements mandatory:
- Ship Date (applicable to products)
- Order Date (applicable to products)
- Zip code shipped to (applicable to products)
- Federal Customer – Treasury Agency Code (applicable to all offerings)
In the future, GSA plans to implement the following optional data elements as mandatory for TDR reporting:
- Cloud Service Type (applicable to transactions under SIN 518210C - Cloud Computing and Cloud Related IT Professional Services)
- Unique Catalog Identifier (UCID) (applicable to any offerings with a UCID; not applicable to fixed-price services)
- Order Type (applicable to all offerings)
- Order Discount (applicable only in limited circumstances to Highly configurable (HCP), configurable services (CS), and the Cloud SIN)
- Worksite (applicable to services under Time and Material and Labor Hour)
How Do I Pay the Industrial Funding Fee (IFF)?
The IFF is a fixed percentage of reported GSA sales that must be paid by GSA contractors. If you report sales in a given month, the SRP will generate the IFF amount due, and this will appear as an outstanding balance on your contract. The payment schedule for the IFF differs from TDR reporting because, unlike monthly reporting, the IFF payment is due 30 days after the end of each quarter. For example, if your contract has an outstanding balance on March 31, that amount must be paid by April 30. The balance you see at the end of March represents the total IFF fees from January, February, and March reporting. It’s important to pay this fee on time to avoid delinquency notices on your contract.
What If I Make a Mistake on My Sales Reporting?
If you notice a mistake in your submitted monthly sales report, you’re able to modify it using the options available under the Adjust Data menu. If you are adjusting data through a file upload, make sure to include all applicable data, as the system will override your previously submitted report with the revised file. If you are using form entry, you can go through and revise only the lines that need correction. When you’re done with the revisions, you will also need to provide justification explaining why the changes are being made and how the issue will be prevented in future reporting.
Submitting accurate sales reporting is important because your reported sales determine the IFF. It’s essential that you pay the correct IFF amount each quarter, since overpaying means giving too much to the government, and underpaying can lead to compliance issues.
Are You Prepared to Report Sales Under Transactional Data Reporting (TDR)?
If you haven’t already, you’ll need to accept the TDR opt‑in mass modification through the Mass Modification Portal. GSA is releasing an updated modification to correct the official TDR start date, so be on the lookout for the new Mass Mod. Everyone needs to accept this one, even if you already accepted the previous one. If you accept the Mass Mod by June 30, 2026, then the TDR participation effective date will be on July 1, 2026.
We also recommend reviewing your orders and invoices to determine whether any changes are needed to ensure your contract offerings are invoiced correctly based on the data required for TDR reporting. Whether your contract is transitioning to TDR or you’re already operating under a TDR contract and need additional support, our expert consultants are here to help.
