This guidance was made publicly available on December 9, 2022, by the U.S. Department of the Treasury’s Financial Management 

Quality Management Service Office (FM QSMO). It will be updated periodically to provide additional clarity or information.

Page i

SIN 518210FM Agency Acquisition Guide

December 2022

Prepared by:

Financial Management Quality Service Management Office

Bureau of the Fiscal Service

U.S. Department of the Treasury
SIN 518210FM Agency Acquisition Guide

December 2022

This guidance was made publicly available on December 9, 2022, by the U.S. Department of the Treasury’s Financial Management 

Quality Management Service Office (FM QSMO). It will be updated periodically to provide additional clarity or information.

Page ii

Table of Contents

1.0 Purpose............................................................................................................................1

2.0 SIN 518210FM Entry.........................................................................................................3

3.0 SIN 518210FM Agency Acquisition Process.....................................................................4

4.0 Support for the FM QSMO Marketplace Acquisition .......................................................10

Appendix .....................................................................................................................................11
SIN 518210FM Agency Acquisition Guide

December 2022

This guidance was made publicly available on December 9, 2022, by the U.S. Department of the Treasury’s Financial Management 

Quality Management Service Office (FM QSMO). It will be updated periodically to provide additional clarity or information.

Page 1

1.0 Purpose

The Financial Management (FM) Quality Service 

Management Office (QSMO) Agency Acquisition 

Guide outlines processes, roles, and responsibilities

for federal customer agencies (agencies) seeking to 

obtain commercial vendor (vendor) solutions and 

services from the FM QSMO Marketplace Catalog.

The General Services Administration (GSA) Multiple 

Award Schedule (MAS) Special Item Number (SIN)

518210FM - Financial Management Quality 

Service Management Office (FM QSMO) Core 

Financial Management (FM) Solutions and 

Information Technology (IT) Professional 

Services serves as the contract vehicle to acquire 

commercial vendor solutions and services from the 

FM QSMO Marketplace Catalog.

Once an agency has determined that a commercial

vendor offering from the FM QSMO Marketplace 

Catalog will meet their needs, they should reference

this guide for information pertinent to planning, 

initiating, executing orders, establishing Blanket 

Purchase Agreements (BPA) and subsequent orders 

against a BPA under SIN 518210FM. 

In the event of a conflict between this guide and GSA 

MAS terms, the MAS terms have precedence. 

1.1 SIN 518210FM Overview

On April 26, 2019, the Office of Management and Budget (OMB) issued Memorandum 19-16, 

Centralized Mission Support Capabilities for the Federal Government. The memorandum 

introduced a new approach to federal government shared services by establishing QSMOs. On 

June 29, 2020, Treasury was designated as the QSMO for core financial management. 

The FM QSMO focuses on brokering access to modern, standards-based solutions that move 

agencies away from outdated systems, improve government operations and performance and 

advance government-wide financial management goals, including improved transparency and 

better use of data for decision making. The FM QSMO Marketplace Catalog is comprised of 

financial management solutions and services offered by commercial vendors, federal shared 

service providers (FSSPs), and products and services offered by the Department of the 

Treasury’s Bureau of the Fiscal Service. 

This guide is intended to provide agency acquisition representatives and federal financial 

management professionals with the steps to obtain commercial vendor solutions and services 

from the FM QSMO Marketplace Catalog by executing orders, BPAs (and all subsequent orders

against a BPA) under SIN 518210FM. Agencies looking to obtain solutions or services 

from a FSSP or the Bureau of the Fiscal Service will not follow the SIN 518210FM 

acquisition process.

• What is the Agency 

Acquisition Guide? A guide to 

acquire commercial vendor 

solutions and services from the 

SIN 518210FM

• When should I use the guide? 

Once you have identified that a 

commercial vendor offering

best meets your agency’s needs

• Who should use this guide? 

Federal agency acquisition and 

financial management 

professionals

• Why should I use this guide?

To ensure that the unique steps 

for procuring commercial vendor 

solutions and services from SIN 

518210FM are followed

• Where should I go for more 

information? Visit the Customer 

Toolkit section of the FM QSMO 

Resources page and contact the 

FM QSMO at 

FMQSMO@fiscal.treasury.gov
SIN 518210FM Agency Acquisition Guide

December 2022

This guidance was made publicly available on December 9, 2022, by the U.S. Department of the Treasury’s Financial Management 

Quality Management Service Office (FM QSMO). It will be updated periodically to provide additional clarity or information.

Page 2

GSA's Office of Information Technology Category, in collaboration with the FM QSMO, 

developed SIN 518210FM under the MAS program to serve as the mechanism through which 

agencies access FM QSMO Marketplace Catalog commercial vendor solutions and services.

SIN 518210FM provides a long-term contract vehicle for vendors and agencies and is available 

for vendors to onboard at any time. 

1.2 Scope of SIN 518210FM 

The scope of SIN 518210FM includes Core Financial Management Solutions (Core FS) and 

Financial Management (FM) solutions and services that are complementary to or augment Core 

FS and/or support agency modernizations. Offerings include financial management software 

suites in a cloud environment; services, applications, and modules that help agencies adopt FM 

QSMO solutions; and IT professional services and/or labor categories, software, cloud 

computing and IT training that support FM QSMO adoption.

SIN 518210FM Subgroups:

• Core Financial Management Solutions (Core FS) – Partially pre-configured 

commercial financial management software suites offered in a cloud environment. Core 

FS offerings that are determined acceptable to meet or exceed Core FS functionality 

scope and Financial Management Capability Framework (FMCF) standards that can 

accommodate agency-specific business needs.

• Additional Financial Management (FM) Solutions – Business capabilities that 

augment those provided by the Core FS Baseline Solution and have a correlation to 

Federal Financial Management (FFM) functions or activities. [Examples include, but are 

not limited to, cost management solutions, reporting tools, business information 

exchange (BIE) solutions, FM business analytics and intelligence.]

• Financial Management (FM) Solution/Service Adoption and Transition Services –

Services to help agencies in identifying, selecting, acquiring, migrating to, and using FM 

QSMO Marketplace offerings effectively and efficiently. These services may also be 

needed when extensive or complex FM solution/service changes are released, or 

significant functionality is removed. [Examples include, but are not limited to, strategy 

and planning, FM data conversion and migration, IV&V, readiness assessments, 

integration support, project management, and FM solution/service testing.]

• Financial Management (FM) Technology Operations Support Services – Support 

and assist with technology implementation and operations. [Includes FM technology 

development, testing, implementation, operations, and maintenance support, information 

exchanges between FM solutions and services and agency mission systems, service 

desk, related ancillary training, and support for legacy core financial systems. Items 

within scope of this subgroup: products, training, and professional services/labor 

categories.]

Additional details about SIN 518210FM can be found in: 

• GSA’s eOffer/eMod MAS Solicitation and Category Specific Attachments, and

• FM QSMO Vendor Resources – SIN 518210FM. 
SIN 518210FM Agency Acquisition Guide

December 2022

This guidance was made publicly available on December 9, 2022, by the U.S. Department of the Treasury’s Financial Management 

Quality Management Service Office (FM QSMO). It will be updated periodically to provide additional clarity or information.

Page 3

2.0SIN 518210FM Entry

Like other SINs under the GSA MAS Program, GSA’s Federal Acquisition Service evaluates the 

general administrative, technical, and pricing elements of SIN 518210FM vendor submissions.

In contrast to other SINs, the FM QSMO is responsible for evaluating the technical elements of 

vendor submissions specific to SIN 518210FM. This additional vetting at the SIN level benefits 

agencies by ensuring that vendor offerings on SIN 518210FM adhere to the Financial 

Management Capability Framework (FMCF) and meet common government-wide financial 

management needs.

The FM Solution/Service Evaluation Criteria component of the FMCF guides the FM QSMO 

evaluation of vendors’ offerings submitted for SIN 518210FM. The evaluation categories include 

the following: 

• Business – evaluates the ability to achieve FM business outputs and outcomes using the 

FM solution/service; also evaluates conformance with FMCF business standards and 

requirements and usability of an FM solution.

• Technology Design – evaluates the FM solution/service technical architecture and 

design for servicing customers; also evaluates conformance with FMCF technical 

requirements and capabilities.

• Technology Operation – evaluates the FM solution/service’s ability to respond to user 

demand and changes needed in the FM solution/service; also evaluates conformance 

with FMCF operational requirements and capabilities.

• Programmatic – evaluates a provider’s strategy and management of FM solution/service 

offerings and delivery.

• Organizational – evaluates a provider’s organizational ability to deliver quality FM 

solutions/services and ensure customer satisfaction.

Vendors proposing solutions for the Core FS SIN Subgroup undergo an additional FM QSMO 

evaluation by performing operational capability demonstrations. 

Additional information can be found on the FM QSMO’s FMCF webpage and in the Guide to the 

FM QSMO Marketplace, which provides an overview of how the FM QSMO operates and how 

common financial management standards and capabilities apply to Marketplace Catalog

offerings. The Guide to the FM QSMO Marketplace also includes a glossary of terms that may 

be helpful to reference throughout the acquisition process for Marketplace Catalog offerings.
SIN 518210FM Agency Acquisition Guide

December 2022

This guidance was made publicly available on December 9, 2022, by the U.S. Department of the Treasury’s Financial Management 

Quality Management Service Office (FM QSMO). It will be updated periodically to provide additional clarity or information.

Page 4

3.0SIN 518210FM Agency Acquisition Process

The agency acquisition process for SIN 518210FM expands on the GSA MAS ordering 

procedures with pre-solicitation and post-award activities and review by the FM QSMO Task 

Order Review Board (TORB). When obtaining solutions and services from SIN 518210FM, 

agencies follow the acquisition steps, described in Figure 1 below, and comply with their 

organization's acquisition policies and procedures. This applies for executing orders, blanket 

purchase agreements (BPAs) and all subsequent BPA orders. 

Figure 1: SIN 518210FM Acquisition Process

Step 1. Define Requirements 

Figure 2: Define Requirements 

Agencies perform a requirements analysis and develop draft requirements. 

Beyond the FM QSMO Marketplace entry level requirements for SIN 518210FM, agencies may 

establish and incorporate additional requirements into their solicitations. 

Provider Service Measure Reporting Requirements

The FM QSMO developed the FM Provider Service Measures component of the FMCF to define 

how the government measures successful vendor delivery of outcomes based on timeliness, 

efficiency, and accuracy targets. For vendor provided solutions and services, the FM QSMO will

monitor the three service measures listed in Table 1. At a minimum, the measures in Table 1 

should be included in the agency solicitation and resulting contract. To capture and report on 

vendor service measure results, agencies may consider using the below example provision in 

solicitations and contract requirements: 
SIN 518210FM Agency Acquisition Guide

December 2022

This guidance was made publicly available on December 9, 2022, by the U.S. Department of the Treasury’s Financial Management 

Quality Management Service Office (FM QSMO). It will be updated periodically to provide additional clarity or information.

Page 5

“The contractor is responsible for meeting the Provider Service Measure 

requirements, as established by the Financial Management Capability Framework. 

These responsibilities include delivering the services required by [this acquisition], 

measuring the provider service measures, maintaining the service at specified 

service measure target levels, and reporting on compliance with the service 

measure target level. 

The contractor will provide an annual report that documents each target by name, 

the service measure target level, and the actual performance during the reporting 

interval, and corrective actions for any non-compliant service measures. The 

contractor shall prepare a draft report and submit it to the [government agency] for 

review and approval. The report will be sent to the FM QSMO via [method].”

The results for these three (3) service measures are to be provided to the FM QSMO during the 

Administer Contract phase (Step 6). The FM QSMO may receive service measure results 

directly from the agency or from vendors with agency approval. 

Service Measure 

Name

Service 

Measure 

Description

Service Measurement 

Formula

Service 

Measurement 

Frequency

Service 

Measure 

Target

Service 

Measure Target 

Success Ratio 

(FFM)

% of 

provider 

service 

measure 

targets met

The number of service 

measure targets met 

divided by the total 

number of service 

measure targets

Annual >98%

Service 

Customer 

Satisfaction 

with Service 

Provider

% of 

Service 

Customers 

rating 

Service 

Provider as 

a 5

Count of Service 

Customers rating Service 

Provider as a “5” divided 

by Total count of Service 

Customers providing a 

rating for the Service 

Provider

Annual >=80%

Service 

Customer 

Satisfaction by 

Solution/Service 

Package (FFM)

% of 

Service 

Customers 

rating each 

solution / 

service 

package as 

a favorable 

(score of 4 

or 5)

Customer survey results 

rating the solution / 

service package 

provided as a 4 or 5 

divided by the total 

number of respondents 

to the customer survey

Annual >=80%

Table 1: FM QSMO-Monitored Provider Service Measures
SIN 518210FM Agency Acquisition Guide

December 2022

This guidance was made publicly available on December 9, 2022, by the U.S. Department of the Treasury’s Financial Management 

Quality Management Service Office (FM QSMO). It will be updated periodically to provide additional clarity or information.

Page 6

Agencies are also encouraged to assess and establish additional performance measures, other 

than those stated in Table 1, from the FM Provider Service Measures during the acquisition 

process (e.g., service desk response time, month end processing time, security threats 

identified volume, etc.). 

Additionally, when defining evaluation factors, the FM Solution/Service Evaluation Criteria also 

includes options for evaluation criteria and indicators for agencies to incorporate into their 

solicitations. For example, an agency’s evaluation criteria may also include documentation and, 

if required, demonstration that the FM solution will enable completion of FFM business activities 

within target timeframes or documentation that provides rationale for software additions to the 

baseline solution/service.

Step 2. Research and Plan with the FM QSMO 

Figure 3: Research and Plan

Agencies research through the FM QSMO Marketplace Catalog and engage with the FM QSMO 

on available offerings, share information gathered from market research activities, such as 

requests for information (RFI), and assess the ability of Marketplace Catalog offerings to meet 

business, capability, and requirement needs. Agencies may also consult with the FM QSMO 

when preparing their solicitation documents, prior to submitting them for TORB review 

(reference Step 3). 

Agency acquisition professionals should confirm that their finance office has actively engaged 

with the FM QSMO and developed requirements that align with the FMCF, including service 

measures that are monitored by the FM QSMO and those chosen by the agency (see below 6. 

Contract Administration). 

GSA tools such as Market Research As-a-Service, GSA eLibrary and GSA Advantage!® may 

also assist the research process. 

Step 3. Submit Requirements Documents for TORB Review 

Figure 4: Submit for TORB Review
SIN 518210FM Agency Acquisition Guide

December 2022

This guidance was made publicly available on December 9, 2022, by the U.S. Department of the Treasury’s Financial Management 

Quality Management Service Office (FM QSMO). It will be updated periodically to provide additional clarity or information.

Page 7

The FM QSMO established the TORB to ensure that acquisitions through SIN 518210FM 

adhere to the FMCF. Once agencies solidify requirements, the TORB process described below

is followed:

Step 3.1 Submit TORB Intake Form

The FM QSMO TORB Intake Form is completed prior to solicitation for all orders, BPAs, and all

subsequent orders against a BPA.

Before starting the FM QSMO TORB Intake Form, agencies: 

• Review FM QSMO Marketplace resources, including the FM QSMO Marketplace 

Catalog and Customer Toolkit.

• Engage with the FM QSMO to assess the solutions and services available in the FM 

QSMO Marketplace Catalog. 

• Have requirements documents (e.g., a performance work statement (PWS), statement of 

work (SOW) and current version supplemental acquisition materials (e.g., acquisition 

plan) ready to submit through the TORB Intake Form.

At minimum, agencies submit requirements documents (e.g., PWS, SOW, SOO) including 

service measures (reference FM Provider Service Measures), as well as a copy of the BPA for 

all subsequent orders against a BPA. Agencies may also submit current versions of 

supplementary acquisition materials (e.g., acquisition plan, Independent Government Estimate 

(IGE), Agency Level Evaluation Criteria). 

Step 3.2 Review by FM QSMO TORB 

The FM QSMO TORB reviews the FM QSMO TORB Intake Form submissions and assesses if 

the requirements align with the FMCF.

• Acquisitions that include the Core FS SIN Subgroup are reviewed within 13 business 

days.

• Acquisitions that do not include the Core FS SIN Subgroup are reviewed within 

8 business days.

The FM QSMO TORB contacts agencies with the results of the assessment:

• If the requirements align with the FMCF, the FM QSMO TORB provides feedback for 

agencies to proceed. The FM QSMO TORB also provides suggestions to improve the 

requirements based on best practices or lessons learned from other agencies. 

• If the requirements do not align with the FMCF, the FM QSMO TORB recommends 

changes. Agencies address the recommended changes and resubmit the requirements 

for FM QSMO TORB review and additional feedback.
SIN 518210FM Agency Acquisition Guide

December 2022

This guidance was made publicly available on December 9, 2022, by the U.S. Department of the Treasury’s Financial Management 

Quality Management Service Office (FM QSMO). It will be updated periodically to provide additional clarity or information.

Page 8

Step 4. Finalize and Issue Solicitation 

Figure 5: Finalize and Issue Solicitation

Once response is received after the FM QSMO TORB review, agencies may move forward 

with finalizing the solicitation. 

Contracting officials should confirm with their finance office that the FM QSMO has completed a 

review of the requirements and received feedback from the FM QSMO TORB prior to issuing 

the solicitation. 

Step 5. Select & Award

Figure 6: Select & Award

Agencies evaluate the responses received and award the contract. 

Step 6. Administer Contract 

Figure 7: Administer Contract

Agencies monitor contractor performance and ensure that provider service measures are 

tracked and reported to the FM QSMO. The FM QSMO may receive service measure results 

Once the award is made, agencies provide a copy of the order, BPA, and any 

subsequent BPA orders by email to the FM QSMO at FMQSMOMarketplace@fiscal.treasury.gov.
SIN 518210FM Agency Acquisition Guide

December 2022

This guidance was made publicly available on December 9, 2022, by the U.S. Department of the Treasury’s Financial Management 

Quality Management Service Office (FM QSMO). It will be updated periodically to provide additional clarity or information.

Page 9

directly from the agency or from vendors with agency approval. 

Provider Service Measure Reporting Requirements

As also described in Step 1, the FM QSMO developed the FM Provider Service Measures

component of the FMCF to define how the government measures successful vendor delivery of 

outcomes based on timeliness, efficiency, and accuracy targets. For vendor provided solutions 

and services, the FM QSMO monitors the three (3) service measures, listed in Table 1. 

Throughout the contract, agencies and their vendors track the provider service measures. Once 

provider service measure results have gained agency concurrence, the results for these three 

(3) services measures are provided to the FM QSMO.

Service Measure 

Name

Service 

Measure 

Description

Service Measurement 

Formula

Service 

Measurement 

Frequency

Service 

Measure 

Target

Service 

Measure Target 

Success Ratio 

(FFM)

% of 

provider 

service 

measure 

targets met

The number of service 

measure targets met 

divided by the total 

number of service 

measure targets

Annual >98%

Service 

Customer 

Satisfaction 

with Service 

Provider

% of 

Service 

Customers 

rating 

Service 

Provider as 

a 5

Count of Service 

Customers rating Service 

Provider as a “5” divided 

by Total count of Service 

Customers providing a 

rating for the Service 

Provider

Annual >=80%

Service 

Customer 

Satisfaction by 

Solution/Service 

Package (FFM)

% of 

Service 

Customers 

rating each 

solution / 

service 

package as 

a favorable 

(score of 4 

or 5)

Customer survey results 

rating the solution / 

service package 

provided as a 4 or 5 

divided by the total 

number of respondents 

to the customer survey

Annual >=80%

Table 2: FM QSMO-Monitored Provider Service Measures
SIN 518210FM Agency Acquisition Guide

December 2022

This guidance was made publicly available on December 9, 2022, by the U.S. Department of the Treasury’s Financial Management 

Quality Management Service Office (FM QSMO). It will be updated periodically to provide additional clarity or information.

Page 10

Step 7. Closeout

Figure 8: Closeout

Agencies close out acquisition files in accordance with federal acquisition regulations and 

agency policies and procedures.

4.0Support for the FM QSMO Marketplace Acquisition

• FM QSMO experts are available to advise agencies on the SIN 518210FM acquisition 

process.

• The FM QSMO team is also available to conduct a scope review before requirements 

are submitted through the TORB process and provide subject matter expert (SME)

reviews.

• For more information on how to order from GSA’s MAS Information Technology

Category, please visit: http://www.gsa.gov/portal/content/198589.

• Visit the “Customer Toolkit” section of the FM QSMO Resources page and contact the 

FM QSMO at FMQSMO@fiscal.treasury.gov to learn more.
SIN 518210FM Agency Acquisition Guide

December 2022

This guidance was made publicly available on December 9, 2022, by the U.S. Department of the Treasury’s Financial Management 

Quality Management Service Office (FM QSMO). It will be updated periodically to provide additional clarity or information.

Page 11

Appendix

SIN 518210FM Management: Develop and manage an acquisition solution for the FM QSMO 

Marketplace.

FM QSMO GSA 

• Evaluate technical elements of vendor 

submissions specific to SIN 518210FM. 

• Provide technical oversight and guidance to 

agencies transitioning and migrating through 

FM QSMO. 

• Assist agencies in planning for transition from 

existing contract vehicles to FM QSMO SIN.

• Support GSA on future changes to the SIN as 

needed to support the FM QSMO Marketplace.

• Conduct periodic reviews of SIN 518210FM 

vendors and vendor offerings.

• Perform duties as the contracting authority, 

maintain the SIN and perform vendor 

management in accordance with MAS 

policy.

Table 3: Roles and Responsibilities - SIN Management
SIN 518210FM Agency Acquisition Guide

December 2022

This guidance was made publicly available on December 9, 2022, by the U.S. Department of the Treasury’s Financial Management 

Quality Management Service Office (FM QSMO). It will be updated periodically to provide additional clarity or information.

Page 12

Agency Acquisition Management: Acquisition of Marketplace solutions and services following 

established processes and requirements.

FM QSMO Federal Agency Customer Vendor

• Manage a Task Order Review Board 

(TORB) to review agency solicitation 

requests for adherence to the FMCF; 

ensure FM QSMO and other 

appropriate service measures are 

included, recommend.

improvements, and provide feedback 

for moving forward with the 

acquisition process.

• Manage the structure, scope, and 

processes associated with the 

TORB.

• Consult and coordinate with 

agencies ready to initiate 

Marketplace acquisitions.

• Provide customers with assistance in 

navigating the FM Marketplace 

Catalog.

• Review agency submitted 

requirements to ensure adherence

with the FMCF and best practices.

• Provide feedback to federal agency 

customers to revise the acquisition 

request.

• Develop and maintain an 

acquisition plan and 

ensure requirements align 

with the FMCF.

• Include FM QSMO and 

other appropriate provider 

service measures in BPAs 

and Task Orders.

• Prior to solicitation, submit 

request and applicable 

documentation through the 

FM QSMO TORB Intake

Form. 

• Respond to TORB 

comments and feedback 

on the proposed 

acquisition.

• Resubmit acquisition 

documents to the TORB, if 

necessary. 

• Proceed with acquisition 

following TORB feedback. 

• Monitor contractor 

performance, report 

performance results and 

other vendor feedback 

when requested.

• Provide required FM 

Provider Service Measures 

to the FM QSMO 

according to defined 

frequencies.

• Respond to agency 

task orders approved 

by the TORB.

• Report performance 

metrics as specified 

by the federal agency 

customer service 

agreement, contract 

award, and FMCF. 

Table 4: Roles and Responsibilities - Agency Acquisition Management