New GSA Report Card Contractor Assessment Initiative Report Card For GSA Schedule Contract Holders Source: GSA Category 1 The questions in Category 1 are deemed critical. Failure to meet any one of these items will result in a rating of SERIOUS CONCERNS EXIST. 1. Did the contractor demonstrate compliance with the scope of the contract? 2. Did the contractor demonstrate compliance with the Trade Agreements Act? 3. Is the pricelist being used by the contractor the current approved pricelist? 4. Does the contractor have a system in place that substantially identifies, tracks and reports GSA sales accurately and completely? If #4 No: Do contractor sales records match GSA reported sales. If #4 No: If there are dealers, are dealer sales being collected in the contractor’s system and included in the 72A report? 5. Is the contractor meeting or exceeding minimum contract sales requirement in accordance with the Contract Sales Criteria clause? 6. Does the contractor have a system in place to monitor the “basis of award” customer discount relationship? (Editor’s note: GSA officials said this item is designed to ensure that the contractor is giving GSA “most favored customer” pricing.) 7. Did the contractor charge customers the contract price or lower? 8. Is the contractor complying with the Economic Price Adjustment clause of the contract? 9. If a Commercial or Individual Subcontracting Plan is required, did the contractor meet the goals specified in the plan or is the contractor progressing toward meeting the goals specified in the plan? Category 2 Items in category 2 are mandatory, but not critical. If all Category 1 items are met: failure in one item in Section 2 will result in a VERY GOOD rating; failure in any two or three items from this section will result in a SATISFACTORY rating; failure to meet four or more items in Category 2 will result in a MARGINAL rating. 10. Since the issuance of the most recent Report Card, but no more than 36 months back, are the contractor’s Reports of Sales on time? 11. Since the issuance of the most recent Report Card but no more than 36 months back, has the contractor remitted the Industrial Funding Fee on time? If #11 No: Since the issuance of the most recent Report Card but no more than 36 months back, is the contractor free of ACO [administrative contracting officer] issued claims? 12. Is the contractor up-to-date on GSA Advantage!? 13. Is the contractor delivering timely based upon a sampling of orders? 14. Is the contractor honoring warranty terms of the contract? 15. Is the contractor capable of accepting the Government wide Commercial Purchase Card? 16. Is the contractor’s records location and administrative representative information correct? (e.g., address, phone, fax, e-mail, etc.) 17. Has the contractor complied with Change of Name and/or Novation Agreement requirements? 18. Since the issuance of the most recent Report Card but no more than 36 months back, is the contractor free of cure notices issued by the Schedule Contracting Officer (PCO or ACO)? 19. If there are participating dealers, are the dealers listed and current in the contract pricelist and GSA Advantage!? 20. If the contract has prompt payment discounts, are the prompt payment terms shown on the invoices? Category 3 EXCEPTIONAL rating: Must be Very Good and no more than one (1) failure in Category 3. 21. Is the contractor being proactive in proposing to add and delete items from the contract? 22. Does the contractor accept credit cards over the micro-purchase threshold? 23. Is the contractor using all applicable e-contracting tools (e.g., e-Mod, e-Buy, e-Pay)? 24. Does the contractor offer second tier pricing discounts on blanket purchase agreements issued against this contract. (Editor’s note: GSA officials say BPA prices should be lower.) 25. If there are contractor teaming arrangements, do these arrangements address how customer service and warranty issues will be resolved? 26. Is the contractor free from bankruptcy proceedings?