12 CP CM Presentation 10.24...»View Document from within Costpoint »One Central Repository for all...

Solution Overview

© Deltek, Inc. All Rights Reserved.

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


» 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


» 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 .


» 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


» 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



» 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


» 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


» 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



» 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


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


» 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

12 CP CM Presentation 10.24...»View Document from within Costpoint »One Central Repository for all...

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