Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

RFP Info Tab

Use this tab to enter and track key milestone dates for the opportunity and identify contract provisions.

Key Milestones

Use this group box to specify key milestone dates, including request for proposal (RFP) dates, for the opportunity.

Field Description
RFP Date 1-12

The labels of these fields default from the RFP Date 1 to RFP Date 12 names set up on the Configure Opportunity Settings screen. You must enter or select a date if the field is marked as Required in Configure Opportunity Settings and if the current stage of the opportunity (Stage field on the Status tab) is the same as or occurs prior to the As of Stage value of the field in Configure Opportunity Settings.

You set up the sequence of the stages on the Manage Opportunity Stages screen.

Provisions

Use this group box to specify provisions for the contract associated with the opportunity.

Field Description
Teaming Agreement Select this check box if you have a teaming agreement with another company.
DD254 Required Select this check box if DD Form 254 (Department of Defense Contract Security Classification Specification) is required.
Service Contract Act Select this check box if the contract is covered by the Service Contract Act.
Davis Bacon Act Select this check box if the contract is covered by the Davis Bacon Act.
Hiring Restrictions Select this check box if there are hiring restrictions on employees that will be working on the contract.
Hiring Restriction Remarks Enter relevant notes about the hiring restrictions.
Hiring Restriction Status Enter the status of the hiring restriction.
Set Asides Enter information about set-asides.

Subcontractor Plan

Use the fields and options in this group box to identify and track details of the subcontractor plan associated with the opportunity.

Field Description
Subcontractor Plan

Select the subcontractor plan status. Valid options are:

  • Submitted
  • Approved
  • Waiver Granted
  • Not Applicable
Date Submitted Enter, or click to select, the date the subcontractor plan was submitted.
General Small Business Select this check box if the subcontractor plan does not specify the socioeconomic status type of business required or if the subcontractor requirements specified in the RFP are identified as general small business.
Required Enter the total percentage of business that subcontractors need to perform. This value must not be negative and must not exceed 100%.
Allocation Total

This field displays the sum of the Percentage values assigned to the socioeconomic statuses that exist on the Subcontractor Plan subtask. If no rows exist on the Subcontractor Plan subtask, this field displays 0.00%.

You can use this field to track if the allocated work is meeting the required percentage of work that subcontractors need to perform.

Details

Use the field and option in this group box to enter additional details for the opportunity.

Field Description
Request Bid & Proposal Project Setup Select this check box if you want to request a bid and proposal project setup for the opportunity. This notification would need to be set up separately by creating a workflow on the Approval Workflow Models screen.
Notify

Enter, or click to select, the person to be notified when requesting a bid and proposal project setup for the opportunity. This notification would need to be set up separately by creating a workflow on the Approval Workflow Models screen.

By default, only employees with a status of Active are displayed in the lookup, but you can manually enter employees with a status other than Active. You can also use the Status query condition option on the Query tab of the Query dialog box of this field to search for employees with other statuses.

Subtask

In addition to the subtasks that display on the main screen, the following subtask displays on the RFP Info tab. This subtask is not available on the other tabs.

Subtask Description
Subcontractor Plan Use this subtask to track subcontractor requirements that are identified as part of the request for proposal.