RFP Info Tab

Use this tab to enter and track key milestone dates for the opportunity and identify contract provisions.

Key Milestones

Use this group box to specify key milestone dates, including request for proposal (RFP) dates, for the opportunity.

Field

Description

RFP Date 1-12

The labels of these fields default from the RFP Date 1 to RFP Date 12 names set up on the Configure Opportunity Settings screen. You must enter or select a date if the field is marked as Required in Configure Opportunity Settings and if the current stage of the opportunity (Stage field on the Status tab) is the same as or occurs prior to the As of Stage value of the field in Configure Opportunity Settings. You set up the sequence of the stages on the Manage Opportunity Stages screen.

Provisions

Use this group box to specify provisions for the contract associated with the opportunity.

Field	Description
Teaming Agreement	Select this check box if you have a teaming agreement with another company.
DD254 Required	Select this check box if DD Form 254 (Department of Defense Contract Security Classification Specification) is required.
Service Contract Act	Select this check box if the contract is covered by the Service Contract Act.
Davis Bacon Act	Select this check box if the contract is covered by the Davis Bacon Act.
Hiring Restrictions	Select this check box if there are hiring restrictions on employees that will be working on the contract.
Hiring Restriction Remarks	Enter relevant notes about the hiring restrictions.
Hiring Restriction Status	Enter the status of the hiring restriction.
Set Asides	Enter information about set-asides.

Subcontractor Plan

Use the fields and options in this group box to identify and track details of the subcontractor plan associated with the opportunity.

Field	Description
Subcontractor Plan	Select the subcontractor plan status. Valid options are: Submitted Approved Waiver Granted Not Applicable
Date Submitted	Enter, or click to select, the date the subcontractor plan was submitted.
General Small Business	Select this check box if the subcontractor plan does not specify the socioeconomic status type of business required or if the subcontractor requirements specified in the RFP are identified as general small business.
Required	Enter the total percentage of business that subcontractors need to perform. This value must not be negative, contain decimal points, or exceed 100%.
Allocation Total	This field displays the sum of the Percentage values assigned to the socioeconomic statuses that exist on the Subcontractor Plan subtask. If no rows exist on the Subcontractor Plan subtask, this field displays 0%. You can use this field to track if the allocated work is meeting the required percentage of work that subcontractors need to perform.

Details

Use the field and option in this group box to enter additional details for the opportunity.

Field	Description
Request Bid & Proposal Project Setup	Select this check box if you want to request a bid and proposal project setup for the opportunity. This notification would need to be set up separately by creating a workflow on the Approval Workflow Models screen.
Notify	Enter, or click to select, the person to be notified when requesting a bid and proposal project setup for the opportunity. This notification would need to be set up separately by creating a workflow on the Approval Workflow Models screen. By default, only employees with a status of Active are displayed in the lookup, but you can manually enter employees with a status other than Active. You can also use the Status query condition option on the Query tab of the Query dialog box of this field to search for employees with other statuses.

Subtask

In addition to the subtasks that display on the main screen, the following subtask displays on the RFP Info tab. This subtask is not available on the other tabs.

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