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TDR Prep

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Switching how you prepare TDR reports

Two guides for holders changing how the monthly SRP file gets made. Neither route has an export to move, so each guide covers what to collect, the steps on the TDR Prep side, and what you will redo by hand once.

  • Switch from a spreadsheet

    How to move monthly TDR preparation from a hand-kept spreadsheet or the SRP Excel template into TDR Prep: save as CSV, match columns once, map each item.

  • Switch from a consultant retainer

    Taking monthly TDR preparation back from a GSA consultant: what to ask for before the retainer ends, who holds SRP access, and the steps in TDR Prep.