Contract Sale Identification
Teams need a consistent rule for identifying transactions placed under the Schedule.
Support for Existing GSA Schedule Contractors
GSA Sales Reporting and Compliance Support
Build a reporting process that identifies contract sales accurately and follows the frequency, method, and fee requirements applicable to your contract.
- Sales classification review
- IFF and TDR support where applicable
- Internal reporting controls
- Serving government contractors since 2015
- Fixed-fee consulting
- Direct consultant access
- Post-award support
Understand the Issue
Reporting Starts With Correct Sales Classification
Contractors need a repeatable way to identify reportable sales, retain support, and apply the reporting method and frequency required by their contract.
Applicable Reporting Method
Frequency and data fields depend on current contract requirements, including TDR status where relevant.
Supporting Records
Reported totals should reconcile to invoices, order records, and accounting data.
When Support Helps
When Reporting Support Is Useful
Support can be useful before submission, while responding to questions, or when records no longer match the awarded contract.
Unclear Sales Classification
Staff are unsure which transactions belong in Schedule reporting.
Process Changes
A system, staff, or contract change requires updated reporting controls.
Prior-Period Questions
Reported totals or fee records do not reconcile to internal data.
What GO GSA Handles
What GO GSA Handles for Sales Reporting
The scope is tailored to the contract, applicable solicitation instructions, and the specific action under review.
Requirement Review
We identify the reporting method and frequency applicable to the contract.
Data Reconciliation
We compare reported sales with order, invoice, and accounting support.
Internal Process Design
We help establish repeatable classification, review, and retention steps.
Common Problems and Risks
Common Reporting Problems
Most issues are easier to address when the contract file, source records, and current catalog are reviewed together.
Assuming One Method Fits All
The process does not account for contract-specific frequency or TDR requirements.
Inconsistent Classification
Similar transactions are treated differently by staff or systems.
Weak Reconciliation
Reported totals cannot be traced efficiently to supporting records.
How It Works
Our Sales Reporting Support Process
- 01
Confirm Requirements
Identify the method, frequency, and data applicable to the contract.
- 02
Map Sales Data
Trace Schedule transactions through order, invoice, and accounting records.
- 03
Reconcile Reporting
Compare internal support with prior or current reported totals and fees.
- 04
Strengthen Controls
Document repeatable classification, review, reporting, and retention steps.
Free FCP File Tool
Convert a PPT File for FCP
Prepare a product or services file with the converter, then review the output against your awarded contract and current GSA instructions.
What type of items are you putting on your GSA Schedule?
Common Questions
No. Reporting method and frequency depend on applicable contract requirements, including whether TDR applies.
IFF is a fee associated with applicable Schedule sales. Contractors should follow their contract’s current reporting and remittance requirements.
Accurate classification helps contractors report the right transactions and retain records that support the reported totals.
Existing GSA Contract Support
Need Help With GSA Sales Reporting?
Tell us about your contract and reporting concern. We will review applicable obligations, records, and practical next steps.