SALES, REPORTS, & IFF: Surviving a GSA Contractor Assessment

Thursday, May 28, 2020 The event started -9 days ago

9:00 AM11:00 AM


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.

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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 o Labor Categories o Rates o Selected Item Numbers (SINs) • Timely Reporting of Sales o Commercial Sales Practices Format o Transactional Data Reporting (TDR) • Remittance of Industrial Funding Fee • Contractor Assessment Report

Presenter: Joe Hidalgo, CPCM, PMP, President, First Team Solutions, LLC


College of Business, SBDC / PTAC
Public, Students, Faculty and Staff, Alumni


Michelle Kloske 2568246422 This email address is being protected from spambots. You need JavaScript enabled to view it.


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