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CP-35:Manage Contracts & FlowDowns with Costpoint ContractManagementEmily Kourey, Deltek

Agenda» Overview» Manage Contracts Overview» FAR/Suppl Clauses» Manage Subcontracts» Reporting Options

Contract Management Overview Deltek, Inc. All Rights Reserved.3

Project vs. ContractProjectContractFinancial DetailsNon-Financial DetailsFinancial progress of your projects,including project revenue, expenses, andbillingsFAR/Supplemental clauses, provisions,deliverables, business classification, andsecurity requirementsTwoIndependentRecordsOption: CreateProject fromContractOption: LinkContract toProjectBi-DirectionalFlow ofModificationsBlended Viewof Financials &Non-FinancialsContract & ProjectComplement EachOtherInitialize Projectfrom Contractscreen with “MassAdd” set upCreate recordsseparately and linkin Manage ProjectUser FlowLog Mods once inthe Contract orProject & updatesthe other recordGain insight toboth key piecesinside of CostpointCONFIDENTIAL Deltek, Inc. All Rights Reserved.4

Manage ContractsCONFIDENTIAL Deltek, Inc. All Rights Reserved.5

Manage Contracts» Central Repository for keynon-financial contract details» Status» Contract Vehicle» Contact Info» Insight into the financialstatus of the Contract» Contract/Funding Values» ITD Costs and Revenue» ITD Billed» Open ReceivablesCONFIDENTIAL Deltek, Inc. All Rights Reserved.6

Manage Contracts – Saved Queries» Saved Queries to quickly display a group of data:» Contract Vehicle» Prime Contract No» Contract Status» Contract AdminCONFIDENTIAL Deltek, Inc. All Rights Reserved.7

Classification»»»»»»»SBU/IndustryNAICS CodeNDASecurityProcurement RegulationsStatement of WorkSubcontractor Plan» Plan Status» Submitted Date» Required Percentage» Allocation Percentage» Track Percentage bySocioeconomic StatusCONFIDENTIAL Deltek, Inc. All Rights Reserved.8

Contract Info» Capture and manage keycontract details andprovisions» CAS Covered» DPAS Rating» Service Contract Act, etc» Contracts & Accounting cancollaborate» Searchable & ReportableCONFIDENTIAL Deltek, Inc. All Rights Reserved.9

FAR/Suppl Libraries» Two Libraries – FAR andSupplemental Regulations» Track specific clauses and detailsabout each clause» Agency (in Suppl library)» Risk Level» Effective Date» Subcontract Flow-Downrequirement» Admins can add/update clauses tolibraries via Excel spreadsheetCONFIDENTIAL Deltek, Inc. All Rights Reserved.10

FAR/SupplementalClauses» FAR & Supplemental Librariesaccessible within a Contract» Track specific clauses andprovisions to a contract» Copy from IDIQ or otherContract record/template» Flows down to SubcontractCONFIDENTIAL Deltek, Inc. All Rights Reserved.11

Contract Team» Identify resource relationships to the contract» Labor Rates» Contract Employee Team» Potential Work Force» Employees» Subcontractors» Initiate Work ForceCONFIDENTIAL Deltek, Inc. All Rights Reserved.12

Project Initialization» Quickly create the project from the contract record.a) Utilize Mass Add Template Project formatb) Set up Templates for each contract typeCONFIDENTIAL Deltek, Inc. All Rights Reserved.13

View Project StatusReports (PSR)» Project Created and Linked to theContract» View Project Status Reportsfrom the contract record» Project Status Report» Project Labor Summary» Project Non-Labor DetailSummaryCONFIDENTIAL Deltek, Inc. All Rights Reserved.14

Contract Modifications» Log Modifications in Project OR Contract» Bi-directional flow of data» Security Rights» Log Admin Mods in Contract only» View at each level of a linked project WBSCONFIDENTIAL Deltek, Inc. All Rights Reserved.15

Contract Documents» Attach all Contract-related Documents within each record» Documents Subtask – Works with Alternate Folder» CMI – Works with existing SharePoint or CMIS systemCONFIDENTIAL Deltek, Inc. All Rights Reserved.16

Contract Closeout» Make sure your Contracts getclosed out!» Built-in Checklist of Closeout items» Identify if it’s completed or N/A,when it was completed and who itwas completed by» Track how Classified Materials,Government Property and Patentsare closed out» Final Acceptance once the contractis fully closed outCONFIDENTIAL Deltek, Inc. All Rights Reserved.17

Manage SubcontractsCONFIDENTIAL Deltek, Inc. All Rights Reserved.18

ManageSubcontracts» Manage non-financial details ofSubcontract Agreement with yourVendors» Ability to link Opportunities,Contracts and Projects» Insight into financial status ofSubcontract Project» Identify Vendor Employeessupporting subcontract» Attach NDAs and other agreements;capture expiration dates and ensurethey are activeCONFIDENTIAL Deltek, Inc. All Rights Reserved.19

Subcontract Info» Manage key subcontract details» Security Requirements, ITAR Status, NAICS Codes» Business Classification Requirements specific to agreementCONFIDENTIAL Deltek, Inc. All Rights Reserved.20

Requisitions &Purchase Orders» Link Requisitions and PurchaseOrders from Procurement Module tothe Subcontract Agreement» Full visibility within one repository» Hyperlink to access PRs andPos» If using SubcontractorManagement, see WorkAssignmentsCONFIDENTIAL Deltek, Inc. All Rights Reserved.21

Vendor RatingSystem» Evaluate Vendors based on theirperformance» Define objectives for four categories» Responsiveness/Innovation,Customer Service, Financial,Relationship» Establish a rating and score» Score is calculated and a grade isprovided» Perform multiple evaluations overthe course of a contractCONFIDENTIAL Deltek, Inc. All Rights Reserved.22

ReportingCONFIDENTIAL Deltek, Inc. All Rights Reserved.23

Word Templates» Word Templates» A tool that allows clients to create a form or template style report format in Microsoft Word, addCostpoint data fields, and then run the report out of specific screens in Costpoint. The concept issimilar to Mail Merge.» This tool is helpful for clients who have simple forms or reports that are screen-specific to quicklyrun a report.» This is not a report writing tool and does not replace the need for Cognos Enterprise Reporting(CER)» Requirements» Included with Core Costpoint using Microsoft Word 2013 or higher» Works with all Costpoint screens» ExamplesCONFIDENTIAL Deltek, Inc. All Rights Reserved.24

Word Templates» Supplier/Vendor Rating Review» Populates with data from thecontract or subcontract record» Display all reviews or a singlereviewCONFIDENTIAL Deltek, Inc. All Rights Reserved.25

Word Templates» Subcontract Summary» Populates with data from thesubcontract record» Including ModificationInformationCONFIDENTIAL Deltek, Inc. All Rights Reserved.26

Word Templates» Subcontract Agreement» Populates with datafrom the subcontractrecord» Everything in greenis populated fromCostpoint; black istemplate languageCONFIDENTIAL Deltek, Inc. All Rights Reserved.27

Contract Reports and Inquiries» Contract Backlog» Contracts by Administrator» Contract Vehicle» Contract Financial InformationCONFIDENTIAL Deltek, Inc. All Rights Reserved.28

Costpoint Reports» Subcontract Inquiry» Get snapshot of Subcontract Information» Save Parameters to view saved searchesCONFIDENTIAL Deltek, Inc. All Rights Reserved.29

Costpoint Reports» Vendor COI & NDAExpiration Report» Inquiry to see whenagreements are setto expire» Schedule report inCER to run based ona set period (ie: 30days)CONFIDENTIAL Deltek, Inc. All Rights Reserved.30

CER Reports and Dashboards» CER version 7.2 using Cognos 11» Embedded in Costpoint» Report on any data in Costpoint» Dashboard functionality is veryuser friendly» Out of the box reports and dashboardsfor Contract Management data» Create specific reports/dashboards foryour business» Use our reports as a starting pointCONFIDENTIAL Deltek, Inc. All Rights Reserved.31

Contracts Dashboard» Look at different snapshots ofContract Data» Admin» Backlog» Customers» 75% FundingCONFIDENTIAL Deltek, Inc. All Rights Reserved.32

Other Sessions» Got Subcontracts - See What Costpoint Can Do for You – CP 32» Wednesday, 11/20/19 3:20 PM - 4:20 PM Sarasota 1-2» 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 1-233CONFIDENTIAL Deltek, Inc. All Rights Reserved.

Project Contract Financial Details Non-Financial Details Financial progress of your projects, including project revenue, expenses, and billings FAR/Supplemental clauses, provisions, deliverables, business classification, and security requirements Project vs. Contract Bi-Directional Flow of Modifications Log Mods once in the Contract or Project .