Solution Overview
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Automating the entire contract management process in a single solution
Search Pursue Capture Initiate Invoice
Find the best opportunities for you with GovWin
IQ
Automatically create
opportunities in Costpoint from
GovWin IQ
After winning, create contracts
Projects can be initiated from either
opportunities or contracts
Project teams can start delivering while finance recognizes
revenue
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» Integration with GovWin IQ
» Basic Opportunity Tracking
» Record Organizational Conflicts of Interest
» Create, Manage and Track Contracts with your Customers and
Subcontractors
» Blended view of non-financial and financial contract information in
a single solution
» Streamlined Project Initialization
» Contract Modification tracking integrated
with the project
» Store and retrieve documents
» Built-in contract close out checklist
Key Features:
Integrated Contract Management within Costpoint
© Deltek, Inc. All Rights Reserved.
» Search for Opportunities using GovWin IQ» Federal» State» Local» Higher Ed
» Automatically bring those Opportunities into Costpoint
Integration with GovWin IQ
Reduce data entry and improve data integrity with the integration of GovWin IQ to Costpoint .
» Ability to upload Opportunities from GovWin IQ
» Create Bid and Proposal projects to track costs
» Link teams of prospective vendors and employees
» Review proposal and document regulatory provisions and key milestone dates
» Post-Award Debrief
Opportunity Tracking
Control contract costs better by tracking bid and proposal spending that your finance team will love .
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» Track details surrounding each potential
conflict of Interest
» Include Review process surrounding
each OCI
» Record information around conflicts of
interest – POP, Conflict Type, etc
» Records are linked to Opportunities,
Projects, Vendors and Employees
» Provides 360o view of OCI
Organizational Conflict of Interest
Easily record any potential conflicts of interest for more peace of mind during the pursuit in case of a protest
© Deltek, Inc. All Rights Reserved.
» Ability to initialize projects from contracts
» Ability to track overall contract and funded value
» Store documents like NDA’s, T&C’s within contract records
» View Project Status Reports for projects linked to contract
» Evaluate and Rate Vendors » Contract Close-Out
Manage Contracts
Communicate better by having all aspects of the contract, non-financial and financial information, in a single view
© Deltek, Inc. All Rights Reserved.
© Deltek, Inc. All Rights Reserved.
» FAR & Supplemental Libraries» Administrators are able to add
clauses for commercial clauses or agency supplements
» Track specific clauses and provisions to a contract
» Identify Effective Date & Risk Level of each clause
» Flows down to Subcontract and Costpoint PO
FAR/Supplemental Clauses
Record applicable FAR/Supplemental clauses per contract for higher quality audit trails and faster responses to data calls
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» Project Modifications Display» Updates Projects Modifications
» Security Rights» Stores Contract Specific
Modifications» View at each level of a linked
project WBS
Contract Modifications
Control contract costs better by tracking modifications with effective dates in summary or detail
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» Built in checklist» Track completion dates and people
who performed the task» Track disposition notes » Employee sign off
Contract Closeout
Close contracts faster and get unbilled revenue turn into invoices to help increase cash flow
» Ability to link Opportunities, Contracts and Projects
» Flow down FAR/Supplemental provisions from prime to subcontract
» Track % of subcontract value to total contract value
» Track funding remaining based on posted and unposted vouchers
» Track subcontract modifications
Subcontract Tracking
Administer contracts more efficiently by providing an integrated, complete view of the contract, including subcontracts
© Deltek, Inc. All Rights Reserved.
© Deltek, Inc. All Rights Reserved.
» Rate vendors in these 4 areas:» Responsiveness/Innovation» Customer Service» Financial» Overall Relationship
» 5 User Defined Questions per Area» Rating Codes and Scores are User
Defined
Vendor Rating System
Negotiate more successfully with vendors with more persuasive past performance information
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Reporting» Out of the Box Dashboards &
Reports in CER 7.2» Opportunity Dashboard» Contract Dashboard» Customer Inquiry Report» Contract Vehicle Report, etc.
» Word Templates in Costpoint» Contract Brief» Subcontract Agreement, etc.
Provide contract status updates faster and with more confidence
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» Track Activity Types, Dates, Owners and Status
» Connect Activities to Customers» Record Activity Notes» Track Activities related to :
» Opportunities» Contracts» Subcontracts» Conflicts of Interest
Activity Tracking
Track activities at multiple levels to monitor team performance and important customer contacts
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 15
» Link Documents related to each Opportunity, OCI, Contract and Subcontract record » RFP » SOW» Award
» View Document from within Costpoint» One Central Repository for all related
documents
Documents
» Modifications
» NDA
» Teaming Agreement, etc.
Why Costpoint Contract Management? » Automatic project creation from either opportunity or contract
records
» Uniquely provides a blended view of financial and non-financial contract information within your ERP
» Designed for government contract management so you can achieve a higher ROI faster
» A single solution from a single vendor provides better support, lower TCO and tighter integration
» Complete contract management from opportunity identification to contract close out
» Digital transformation can be achieved faster
» Improved communications inside and outside your company
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 16