For your role
TDR Prep for GSA consultants
A consultant who prepares monthly TDR reports does the same work for each client: read the sales, match items to the contract, clear the lines SRP would reject. TDR Prep does that work per holder. An account is one holder: one sign-in, that holder’s contracts, its catalog and its archive. There are no team seats. There is no multi-client view, so each client is its own account, and the client’s point of contact uploads and certifies in SRP.
Your month
The month across a client list
Every client has a different accounting system, a different export and a different catalog, and every one is due in the same window after month end.
The mapping from client items to contract items is the asset. Rebuilding it from memory each month, or keeping it in a spreadsheet per client, is where the hours go.
Clients ask for the IFF figure each quarter and for a record of what went in each month.
What changes
What changes with TDR Prep
- Each client’s export is matched once
- QuickBooks Online is pulled directly; any other system comes in as a CSV whose columns are remembered.
- The item mapping lives with the client
- Each SKU or labor category is matched once inside that client’s account and reused every month.
- Clean files before the client signs in
- Every line is checked against the SRP file rules; failures name the field.
- The quarter’s IFF figure
- Computed from the same reported months, for the client to pay in SRP.
- A record the client keeps
- Each month’s file sits in the client’s archive, and a lapsed account keeps read and export access to it and to the mapping.
First hour
The first hour
- Open an account for one client holder and add its contract.
- Pull the client’s month from QuickBooks Online, or drop its export as CSV.
- Map the client’s items once.
- Clear the failing lines and download the file.
- Send it to the client’s SRP point of contact to upload and certify.
Team
Who else this touches
The client’s owner or Authorized Negotiator certifies in SRP; their bookkeeper may be the one who sends the export.
If a client moves reporting in-house later, the mapping and archive are already in their account.
Pricing
What it costs
TDR Prep plans: Starter $99/month: up to 1 contract and 250 reported lines a month; Standard $149/month: up to 3 contracts and 1,000 reported lines a month; Plus $249/month: up to 10 contracts and 5,000 reported lines a month. Import, mapping and validation are free with no card.
Questions
Frequently asked questions
Is there a multi-client dashboard?
No. An account is one holder: one sign-in, that holder’s contracts, its catalog and its archive. There are no team seats. Each client holder is its own account.
Who uploads to SRP?
The client’s point of contact. TDR Prep has no connection to SRP; it produces the file, and the holder uploads and certifies.
What does it cost per client?
Each client account is on its own plan. The plans are on the pricing page; once it opens, import, mapping and the check are free with no card.
Sources
Where these facts come from
- SRP — contractor authentication
SRP access is limited to the contract points of contact, such as the Authorized Negotiator, IFF POC and Contract Admin.
- GSA — Transactional Data Reporting
Monthly TDR reporting through SRP for every MAS SIN since Refresh 31; reports due within 30 days after month end.
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