Attachment 17 Counseling Report Template.xlsx
XLSX spreadsheet 12 KB Posted
- Opportunity number
- DLA-202201B
- Issued by
-
Defense Logistics Agency
About this file
Attachment 17 - Counseling Report -New in FY22
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| Attachment 16- Training Report Template.xlsx | XLSX spreadsheet | |
| PTAP General Terms and Conditions Version 1_5.pdf | ||
| PTAP NoFO DLA-202201A&B-Amendments 1-5.pdf | ||
| PTAP NoFO DLA-202201A&B-Amendments 1-3.pdf | ||
| PTAP NoFO DLA-202201A&B-Amendments 1-4.pdf | ||
| PTAP NoFO DLA-202201A&B-Amendments 1&2.pdf |
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Text version
Sheet1
| Attachment 17 Counseling Report for (insert PTAC name here) |
| Report at least 6 Months of counseling from the beginning of the current award through either Dec 31, Mar 31, Jun 30, or Sep 30. Include data from every employee who counseled clients during the period reported. |
| Employee Name | Business/Client Name | Session Date | Contact Type | Prep Time | Counsel Time | Notes |
| Pat Smith - Example | Construction Co, LLC | 5/4/21 | 0 | 0.25 | Sam emailed me thanking me again for all of my help back in October and letting me know that they were awarded the sub contract via a prime with the Census Bureau. He wanted to know if there are open state procurements in his NAICS. I sent him info on two state solicitations. |
Pat Smith - Example Cleaning Service 5/4/21 Virtual 0.25 0.5 I had a zoom meeting today with a business referred from the SBDC. He is new to federal contracting and didn't know how the process works. He needs to refine his bidmatching terms. We shared screens and walked through beta.sam.gov to show him how to save searches and follow solicitations. We also talked about capability statements and he said he'll reach back when ready for more help.
| Pat Smith - Example | SDVOSBS on the Job | 5/4/21 | 0.5 | 0.5 | Lane emailed me for help finding a POC in VA construction contracting. I researched and provided the info, as well as DoD contacts at ACOE. He replied and we agreed to meet again next week. | |
| Pat Smith - Example | Superior Pharms | 5/3/21 | Telephone | 0 | 0.5 | Sally called me to ask who is buying masks for the military hospitals in Texas. I ran a report from FPDS and we talked about it. She wants to screen share when she gets back to the office so I can teach her how to run the report. |
Pat Smith - Example Total 0.75 1.75
Report may be manually created, or generated from CRM software. This template includes the minimum necessary data fields.
File details come from the government source that posted it. Updated .