SBDC: Sales, Reports, & IFF: Surviving a GSA Contractor Assessment

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Name: SBDC: Sales, Reports, & IFF: Surviving a GSA Contractor Assessment
Date: May 28, 2020
Time: 9:00 AM - 11:00 AM CDT
Event Description:

During a five-year term as a GSA Schedule holder, GSA will contact the contractor for an assessment with frequency depending on several factors – to include sales revenues, report submittals, and IFF remittances. An Industrial Operations Analyst (IOA) will reach out to the contractor and arrange for the logistics of the visit. Formerly known as a Contractor Assist Visit (CAV), a Contractor Assessment can be scheduled from annually to twice during the term, typically, midway through the five-year contract period and prior to an optional extension. The IOA will request the Contractor pull certain files, and the visit itself may be an actual or a virtual visit.

This presentation prepares you on what to expect in a Contractor Assessment and covers the following topics:
  • Contract documents required
  • Meeting your Sales requirements
  • Sales tracking system
  • Pricing verification
  • Trade Agreements Act compliance
  • Basis of Award customer discount monitoring and Transactional Data Reporting (TDR)
  • Scope of contract
  • Labor Categories
  • Rates; Selected Item Numbers (SINs)
  • Timely Reporting of Sales
  • Commercial Sales Practices Format
  • Transactional Data Reporting (TDR)
  • Remittance of Industrial Funding Fee
  • Contractor Assessment Report

Joe Hidalgo
First Team Solutions, LLC

Virtual class
Date/Time Information:
Thursday, May 28
9–11 a.m.
Contact Information:
Michelle Kloske
No cost to attend; registration is required.
Click HERE to register.

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