O'Reilly logo

The AMA Handbook of Due Diligence by Andrew J. Sherman, William M. Crilly

Stay ahead with the world's most comprehensive technology and business learning platform.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, tutorials, and more.

Start Free Trial

No credit card required

ENTITY Form 9-19
181
REF.
PREPARED BY REVIEWED BY
REVISION DATE SECTION PAGE
GOVERNMENT CONTRACTS
ACTIVE GOVERNMENT CONTRACTS
AGENCY PRODUCTS AND/OR SERVICES VALUE OF
CURRENT CONTRACTS
(Thousands Of Dollars)
$
CONTRACTS IN PROPOSAL STAGE
AGENCY PRODUCTS AND/OR SERVICES APPROXIMATE
VALUE
(Thousands)
STATUS
(1)
$
Note: (1) Indicate status: “Submitted” or “In Process.
ENTITY Form 9-20
REF.
PREPARED BY REVIEWED BY
REVISION DATE SECTION PAGE
182
GOVERNMENT CONTRACTS - RENEGOTIATION EXPERIENCE
GENERAL EXPERIENCE WITH RENEGOTIATIONS ON GOVERNMENT CONTRACTS
Do the entity’s government contracts provide for renegotiation? [ ] Yes [ ] No
What factors can result in downward adjustments?
What factors can result in upward adjustments?
What has been the general experience with past renegotiations?
STATUS OF CURRENT RENEGOTIATIONS
STATUS OF RENEGOTIATIONS ON COMPLETED AND CURRENT GOVERNMENT CONTRACTS
AGENCY CONTRACT
NUMBER
COMPLETION
DATE
(1)
POTENTIAL
CONTRACT ADJUSTMENT
PLUS OR MINUS
(Thousands Of Dollars)
$
Note: (1) Enter actual date for completed contracts, estimated date for uncompleted contracts.
ENTITY Form 9-21
183
REF.
PREPARED BY REVIEWED BY
REVISION DATE SECTION PAGE
TREND IN REVENUES GENERATED THROUGH INDEPENDENT DISTRIBUTORS
PERIOD REVENUES FROM
DISTRIBUTORS
(Thousands Of Dollars)
PERCENT CHANGE
FROM PREVIOUS YEAR
PERCENT OF TOTAL
ENTITY REVENUES
20 $ % %
20
20
20
20
Year-To-Date
___ Months
20
$ % %
___ Months
20
TEN LARGEST INDEPENDENT DISTRIBUTORS
DISTRIBUTOR LOCATION(S) REVENUE FOR MOST RECENT
TWELVE MONTHS
(Thousands Of Dollars)
[ 1] $
[ 2]
[ 3]
[ 4]
[ 5]
[ 6]
[ 7]
[ 8]
[ 9]
[10]
Total For Top Ten (Percent Of Total Distributor Revenues) $(%)
ENTITY Form 9-22
REF.
PREPARED BY REVIEWED BY
REVISION DATE SECTION PAGE
184
TREND IN REVENUES GENERATED BY INDEPENDENT SALES REPRESENTATIVES
PERIOD REVENUES FROM
SALES REPRESENTATIVES
(Thousands Of Dollars)
PERCENT CHANGE
FROM PREVIOUS YEAR
PERCENT OF TOTAL
ENTITY REVENUES
20 $ % %
20
20
20
20
Year-To-Date
___ Months
20
$ % %
___ Months
20
TEN LARGEST INDEPENDENT SALES REPRESENTATIVES
REPRESENTATIVE LOCATION(S) REVENUE FOR MOST
RECENT TWELVE MONTHS
(Thousands Of Dollars)
[ 1] $
[ 2]
[ 3]
[ 4]
[ 5]
[ 6]
[ 7]
[ 8]
[ 9]
[10]
Total For Top Ten (Percent Of Total Sales Representative Revenues) $(%)
ENTITY Form 9-23
185
REF.
PREPARED BY REVIEWED BY
REVISION DATE SECTION PAGE
SUMMARY OF FACTORS IMPACTING MARKET SHARE
PRODUCT LINE OR SERVICE
FACTOR ENTITY COMPETITOR
A
COMPETITOR
B
COMPETITOR
C
COMPETITOR
D
Competitive Ranking (1)
Product Quality
Pre-Sale Service
After-Sale Service
Delivery
Price
Terms Of Sale
Warranty Policy
Product Return Policy
Consignment Policy
Product Styling
Packaging
Completeness Of Line
Duration In Business
Financial Strength
Composite Unweighted Rank
Note: (1) Rank 1 to 5, with “5” being the highest rank. Similar rankings are appropriate where factors are equal.
Competitor A: _______________________ B: ______________________ C: _____________________
D: _______________________ .
NOTES

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, interactive tutorials, and more.

Start Free Trial

No credit card required