CP-32: Got Subcontracts See What Costpoint Can Do for You · CP-32: Got Subcontracts – See What...

CP-32:Got Subcontracts –See What Costpoint Can Do for You

Emily Kourey, Deltek

Agenda

CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 2

» Manage Subcontracts

» FAR/Suppl Library and Flow Downs

» Reporting and Workflow

» Learning Options

» Subcontract Overview

» Questions?

Contract Management Overview

© Deltek, Inc. All Rights Reserved. 3

Manage Subcontracts



» Manage non-financial details of

Subcontract Agreement with your

Vendors

» Link Opportunities, Contracts and

Projects

» Insight into financial status of

Subcontract Project

Manage Subcontracts

Manage Subcontracts» Attach NDAs and other agreements

» capture expiration dates and ensure they are active

» Activities

CONFIDENTIAL © Deltek, Inc. All Rights Reserved.6


» Manage key subcontract details

» Security Requirements, ITAR Status, NAICS Codes

» Business Classification Requirements specific to agreement

Subcontract Info


» Copy clauses from Prime

Contract

» Determine what is

Applicable to Subcontract

» Ensure Vendors are

aware of their

responsibilities

» Send to PO

» If using Costpoint

Procurement, clauses

get sent with PO to

Vendor

FAR/Supplemental Flow Down


» Link Requisitions and Purchase

Orders from Procurement Module

to the Subcontract Agreement

» Full visibility within one repository

» Hyperlink to access PRs and

POs

» If using Subcontractor

Management Module, see Work

Assignments

Requisitions & Purchase Orders

Modifications» New expand collapse at each level of the project

» Modifications will sum at each level of the project number with ability to expand to see lower levels.

» View Modifications entered via Projects Modifications

» Entered/Maintained in Manage Subcontracts and/or Manage Project Modifications

» Security Controlled



» Evaluate Vendors based on their

performance

» Define objectives for four

categories

» Responsiveness/Innovation,

Customer Service, Financial,

Relationship

» Establish a rating and score

» Score is calculated and a grade is

provided

» Perform multiple evaluations over

the course of a contract

Vendor Rating System

FAR/Supplemental Library and Flow Downs



» Two Libraries – FAR and

Supplemental Regulations

» Track specific clauses and details

about each clause

» Agency (in Suppl library)

» Risk Level

» Effective Date

» Subcontract Flow-Down

requirement

» Admins can add/update clauses to

libraries via Excel spreadsheet

FAR/Suppl Libraries


» Establish applicable clauses at

Prime Contract level

» In Subcontract record, copy

clauses from Contract record

» If clause is deemed “required” at

library level, it cannot be removed

in Subcontract record

» If using PO’s in Costpoint, check

box “Send to PO” and clauses will

print on PO’s linked to Subcontract

record

Subcontract Flow-Downs


» If using Procurement in Costpoint,

connect Subcontract & Purchase

Orders

» In Manage Purchase Orders under

“Subcontract Information” link

Subcontract ID

» Flow-Down clauses can print on

last page of PO if “Send to PO” box

is checked

Flow-Downs on PO’s

Subcontract Reporting / Workflow


Subcontract Word Templates


» Word Templates

» Form/template creation using Microsoft Word to add Costpoint data fields

» Similar to Mail Merge

» Allows for simple forms or reports that are screen-specific

» Not a report writing tool and does not replace Cognos Enterprise Reporting (CER)

» Requirements

» Included with Core Costpoint using Microsoft Word 2013 or higher

» Works with all Costpoint screens

» Examples

» Subcontract Summary

» Populates with data from the

subcontract record

» Including Modification

Information

Word Templates


» Subcontract Rating Review

» Populates with data from the

subcontract record

» Display all reviews or a single

review

Word Templates


» Subcontract Agreement

» Populates with data

from the subcontract

record

» Everything in green

is populated from

Costpoint; black is

template language

Word Templates


» Subcontract NDA

Agreement

» Generate

Agreements based

on template

language

» Populate data from

Costpoint

Word Templates


» Subcontract Inquiry

» Quickly get filtered subcontract list

Costpoint Reports


» Vendor COI & NDA

Expiration Report

» Inquiry to see when

agreements are set

to expire

» Schedule report in

CER to run based on

a set period (ie: 30

days)

Costpoint Reports


» Add Dashboards to see

Subcontract data

» Example: See how

much funding is issued

to Subcontractors

based on a Prime

Contract

Costpoint Enterprise Reporting


Workflows» Configure in Admin Console 7.1.1

» Can cross screens in Costpoint

» Examples:

» Subcontract Agreement Notification

» Link Subcontract and PO for Flow-Downs

» Route Documents for approval with CMI


Learning Options


» Help | Video and Learning Aids

» Videos | Contract Management

» Contract Management Overview

» Click-Thrus | Contract Management Click-Thrus

» Contracts Overview Click-thru

» Customer, Vendor and Employee Overview Click-thru

» Contract Management to GovWin IQ Integration Overview Click-thru

» Opportunities Overview Click-thru

» Org Conflict of Interest Overview Click-thru

» Subcontracts

» Videos | Administration

» Approval Workflow Model

» Using the Word Template Add In

» Overview Click-thru

» Deltek University - https://education.deltek.com/learning

» Contract Management: Data Flow Between Modules

» Contract Manage: Modifications for Contracts and Subcontracts

Learning Options – Help


Subcontract

Overview


End-to-End Subcontractor Management


Manage

Opportunities

Manage OCI

B&P Project

Initialization

Manage

Subcontracts

Pre-Award

Manage

Contracts

Create

Purchase

Order

Project

Initialization

Manage

Subcontracts

Flow Down

FAR/Suppl

Contract

ManagementGovWin IQ

Create Work

Assignments

Create

Subcontractor

Invoices

Approve

Invoice and

Voucher

Record Labor

/ Exp

Subcontractor

ManagementSupplier Portal

Sub/Vendor

Confirms PO

Sub/Vendor

Generates

Ship Notice

Sub/Vendor

Generates

Invoice

Sub/Vendor

Responds to

RFP

Other Sessions» An Implementation Guide to Subcontractor Management – CP 45

» Wednesday, 11/20/19 4:30 PM - 5:30 PM Naples 3

» Manage Your Pipeline with Costpoint Contract Management – CP 34

» Thursday, 11/21/19 8:30 AM - 9:30 AM Tampa 1-2

» How to Make Contract Reporting Work for You – CP 31

» Thursday, 11/21/19 10:50 AM - 11:50 AM Tampa 1-2


CP-32: Got Subcontracts See What Costpoint Can Do for You · CP-32: Got Subcontracts – See What...

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Transcript of CP-32: Got Subcontracts See What Costpoint Can Do for You · CP-32: Got Subcontracts – See What...