Transactional Data Reporting (TDR) Support Services for GSA MAS Contractors

Transactional Data Reporting (TDR) is now a reality every MAS contractor needs to plan for. With MAS Refresh 31, GSA states that TDR is mandatory for all Multiple Award Schedule SINs, which means monthly line item reporting is no longer limited to a subset of contracts.

Road Map Consulting helps GSA contractors transition into TDR, set up reliable reporting systems, and stay compliant month after month without pulling your team away from delivery and sales

Why Transactional Data Reporting Matters

TDR is not just another admin requirement. It changes what GSA expects from contractors and how compliance is measured.

For many contractors, the main challenges are:

  • Understanding what changed under Refresh 31 and what applies to your contract today

 

  • Building a transactional reporting workflow that produces accurate, complete data every month

 

  • Avoiding late submissions, missing zero sales confirmations, and preventable reporting errors

 

  • Making sure internal invoicing, order data, and SIN mapping align with what gets submitted in SRP

 

If you treat TDR like a once-a-month scramble, small mistakes turn into patterns. Patterns are what trigger questions.

Requirements for Transactional Data Reporting

Under TDR, contractors report line item data each month on up to 16 elements. Some fields apply to products, while services use a smaller set.

Common required data elements include:

  • Contract or BPA number
  • Delivery or task order number or PIID
  • Special Item Number (SIN)
  • Description of deliverable
  • Unit measure
  • Quantity
  • Price paid per unit
  • Total price
  • Non-federal entity

 

GSA also identifies optional fields such as order date and ship date, and notes that certain fields only apply to specific SINs like OS4.
Timing matters. Contractors must report transactional data within 30 calendar days from the last calendar day of the month.
Industrial Funding Fee responsibilities still apply, and IFF remittance is due within 30 calendar days after the end of the reporting quarter.

Road Map Consulting’s TDR Service: Step-by-Step Approach

Our TDR support is built to give you clarity, control, and a repeatable reporting process you can run every month with confidence.

Contract Review and TDR Status Confirmation

  • Confirm how Refresh 31 applies to your MAS contract and SIN scope
  • Identify what changes when the Participate in TDR modification becomes effective, and what remains in force until then
  • Flag gaps that could cause reporting problems later

Participate in TDR Modification Support

  • Prepare and support acceptance of the Participate in the TDR mass modification sequence tied to the Refresh activity
  • Help you avoid timing mistakes that lead to confusion about which clauses and reporting rules apply
  • Ensure internal stakeholders understand what is changing and when

Reporting Workflow Setup for SRP

  • Build a clean reporting template that matches SRP expectations for your mix of products and services
  • Define ownership, deadlines, and a monthly close checklist
  • Set validation steps so pricing, quantities, and totals match invoicing before submission

Monthly Submission Support and Quality Control

  • Review monthly files for completeness and common formatting issues
  • Catch missing fields, SIN mismatches, and calculation errors before they get submitted
  • Ensure zero sales months are handled correctly and on time

Audit Readiness and Documentation Support

  • Organize submission history and supporting records
  • Help you respond to questions with clear documentation and clean data trails
  • Reduce disruption while protecting your contract posture

Why Choose Road Map Consulting

 

GSA compliance is not something you fix once. It is something you maintain.

Road Map Consulting supports MAS contractors with practical, contract-grounded guidance that helps you:

Turn GSA TDR reporting into a routine process instead of a recurring monthly headache

Reduce risk created by late submissions and inconsistent data

Stay aligned with GSA’s stated TDR framework under Refresh 31

Client Success Stories

IT Company

After four years as a subcontractor for large prime federal contractors, this IT company wanted to move up to becoming a prime. RMC supported the company as it worked toward that next step in its federal contracting strategy.

Information Technology Provider

RMC provided management consulting and recommended strategic actions focused on growth, diversification, and improved profitability. The engagement included support tied to SBA certification and the GSA Schedule.

IT and Facilities Management Company

A successful IT and facilities management contractor based in Bowie, Maryland, engaged RMC for advisory support while expanding its business through acquisition.

Next Steps to Get Started

If you are preparing for Refresh 31, unsure how to operationalize monthly reporting, or want to build a repeatable SRP workflow, Road Map Consulting can help.

Schedule your free 30-minute consultation:
Call: (703) 286-5426
Email: [email protected]

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