Closeout Details Subtask

Use this subtask to manage contract closeout activities, including task tracking and notifications, employee signoff, and final acceptance.

The tasks or activities that automatically load in the Closeout Checklist group box are the closeout descriptions assigned to the format ID that you selected on the Contract Closeout tab. Only descriptions assigned to the format via the Manage Closeout Formats screen display in this group box. You cannot add, edit, or delete a closeout task on this subtask.

Closeout Checklist

Field	Description
Notify	This button is enabled only after you saved the record. At least one of the closeout tasks should have the Notify checkbox selected. If none of the Notify checkboxes are selected and you click this button, Costpoint displays an error message. When you click this button, the employee assigned to tasks with the Notify checkbox still active (that is, the checkbox is enabled and the Completed drop-down list is set to No) will receive an email with information on the closeout task and a link to the contract ID associated with the closeout task. Upon clicking the link, the employee will be directed to the Costpoint login page. Once the employee logs in, the Manage Contracts screen opens with the contract record from the email link. Once the email has been sent, Costpoint updates the Last Notified field for the task with the current system date.
Completed	When you select the checkbox at the top of this column, all the task checkboxes that are active (the Completed drop-down list is set to No) will be selected. You can also individually select the checkbox for the tasks that you want to mark as Completed. Alternatively, you can use the drop-down list and select Yes, No, or N/A. If you select Yes or N/A, the checkbox for the specific task will be disabled.
Last Notified	If the Notify feature has been used, this field displays the date that the employee was last notified of the assigned task provided that an email address has been linked to the employee ID. If the Notify feature has not been used, this field is blank.
Description	This column displays the closeout descriptions assigned to the selected closeout format ID.
Assigned To	Enter, or click to select, the employee who you want to assign this task to. The unlabeled field to the right displays the employee name. In the unlabeled field below the Assigned To field, you may enter any notes relevant to the closeout task. These notes will be included in the email when the employee is notified of the task.
Date Completed	This field displays the date the closeout task was completed. If you select the Completed checkbox or set the drop-down list to Yes for the task, Costpoint automatically sets this field to the system date. You can also manually edit this field. Note, however, that if you select N/A in the drop-down list, this field is blank and disabled.

Disposition Summary

Use this group box to enter classified or patented information and any other issues pertaining to the contract.

Field	Description
Classified Materials	Enter information on classified materials related to the contract.
Furnished Property	Enter furnished property information.
Inventions or Patents	Enter information on inventions or patents related to the contract.
Other Issues	Enter any other issues or additional information about the contract.

Final Acceptance

Field	Description
To the best of my Knowledge, all tasks under this contract have been completed and accepted by the contractor	Select this checkbox to indicate that all closeout tasks have been completed and accepted by the contractor. If there are tasks with Completed still set to No and you select this checkbox, Costpoint displays a warning message notifying you that there are incomplete tasks. When you select this checkbox, all fields on this tab (except for Employee Signoff and Signoff Date) become disabled.
Employee Signoff	Enter, or click to select, the ID of the employee who signs off the contract closeout process. The unlabeled field to the right displays the employee name.
Signoff Date	When you select an employee in Employee Signoff, Costpoint sets this field to the current system date, but you can modify it.