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

Subcontractor Plan Subtask

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

You specify the subcontractor plan status and the date the plan was submitted on the RFP Info tab of Manage Opportunities. On this tab, you can also indicate the percentage of business that subcontractors need to perform.

On the Subcontractor Plan subtask, you can further break down the subcontractor requirements and track additional details about the subcontractor plan. You can specify the socioeconomic status that will be used on the subcontractor plan, and indicate the percentage of business that needs to be performed per socioeconomic status. You can also indicate the North American Industry Classification System (NAICS) codes associated with the plan.

Click New to manually add a row to the table window, or click Load All Socioeconomic Status to load all available socioeconomic status labels in the table window. Note, however, that once you load a new row or all predefined rows and save the record, you will no longer be able to delete those rows. Only new rows that have not yet been saved can be deleted.

Table Window

Field Description
Load All Socioeoconomic Status

Click this button to load all predefined socioeconomic status labels in the table window:

  • General Small Business
  • Woman-Owned
  • Disadvantaged (Include Minority-Owned)
  • Veteran-Owned
  • Service-Disabled Veteran-Owned
  • Alaskan Native Corporations (ANC) and Indian Tribes
  • HUBZone
  • Historical Blank Colleges & Universities / Minority Institutions
  • 8(a) Certified
  • AbilityOne Non-Profit Agency
Check box Select the check box corresponding to the socioeconomic status that will be used on the subcontractor plan. You can select multiple check boxes.
Socioeconomic Status

This field automatically displays the label of the socioeconomic status when you click Load All Socioeconomic Status.

If you manually added a row, enter, or click to select, the socioeconomic status that will be used on the subcontractor plan. Only those labels available in the lookup are available for entry or selection.

Percentage

This field is enabled only if you select the check box of the corresponding socioeconomic status. Enter the percentage of work required for each socioeconomic status. This value must not be negative and must not exceed 100%.

Costpoint sums all values in the Percentage column and displays the sum in the Allocation Total field on the RFP Info tab. You can use the Allocation Total field to determine if the allocated work is meeting the percentage of work required for the subcontractors.

NAICS This field is enabled only if you select the check box of the corresponding socioeconomic status. Enter, or click to select, the primary NAICS code associated with the socioeconomic status. Only those codes available in the lookup are available for entry or selection.