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Efficient Task Item Management in EFM Training: Maximizing Work Multiplier Benefits

Explore the essentials of Task Item Management within Expanded Funds Management (EFM) Training. Understand how task items significantly multiply work efforts and the need for strategic planning before setup. Each task item comes with unique attributes that impact overhead costs, providing crucial insights into managing orders efficiently. Learn about the various facets of task items—including their role in financial documentation, the process of adding or removing items, and the implications of Directed Buys. For more support, contacts for GSA and RBA inquiries are provided.

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Efficient Task Item Management in EFM Training: Maximizing Work Multiplier Benefits

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  1. Expanded Funds Management (EFM) Task Item Management GSA Training

  2. Task Item Management • LESS IS MORE → Task Items are a Significant Work Multiplier • An order must have at least one task item but the number of task items on an order is up to the GSA user creating the order • Since each task item has its own attributes and obligations, managing task items can be very overhead expensive if the order is not setup/planned properly up front

  3. Task Items as seen in the RBA Task Item Attributes Task Items listed on BOMSOW

  4. Task Items as seen in the RBA (cont) Task Items listed on Form 300 Purchase Order

  5. RBA Workflow EFM Impact

  6. Task Items Multiply Work for All Users

  7. Task Items Multiply Work for All Activities Throughout the Life of the Order

  8. Task Item Management Overhead

  9. Dollars Subform Dollars Subform on an Order Mod Document • Dollars Subform is a set of order cost information that can be found on the Directed Buy, Market Analysis or Order Modification documents. It contains values such as: • Task Item attributes (Type of GSA Fee, Task Item Cost to GSA, Task Item Cost To Client) • Current Project Value • Grand Total for Incremental Funding • Total Order Amount

  10. GSA Actions on Task Items Clients and Contractors cannot add, edit, or remove task items

  11. Legend available on slide 13 Adding a Task Item

  12. Legend available on slide 13 Removing a Task Item

  13. Legend * If a Directed Buy is created, then the RFQ/Quote issued phase is skipped. + Approvals may/may not be required. If not required, Dollars Subform approvals given phase is skipped.

  14. Editability of Task Item Details

  15. Downstream Flow of Task Item Details

  16. Questions & Support • For questions regarding AAS Policy please contact randy.matlack@gsa.gov, gale.greenwald@gsa.gov, or robert.niewood@gsa.gov • For questions regarding the RBA EFM Task Item Management Overview training module please contact RBA Technical Support: • Phone: (877) 243-2889 • Email: helpdesk@gsarba.com

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