The Overview tab in the Opportunities area provides a snapshot of the selected opportunity: description and location, stakeholders in your firm, and a variety of other characteristics of the opportunity.
Contents
| Field | Description |
|---|
| Description
|
This unlabeled field displays a description of the opportunity.
To edit or format the description, hover over the field, click
 , and make your entry in the Edit Opportunity Description dialog box.
|
| Location
|
This field displays the street address and other location information associated with the opportunity.
To edit or format the description, hover over the field, click
, and make your entry in the Edit Location dialog box.
|
| Team
|
This field displays the
team within your firm that is responsible for the opportunity.
To select a different
team, hover over the field and click
next to the field. To remove the
team without selecting a replacement, hover over the field, click
next to the field, and click
Remove Team on the Edit
Team dialog box.
|
| Capture Manager
|
This field displays the employee who is the
capture manager for the opportunity.
To select a
capture manager, hover over the field and click
next to the field. In
NAME on the Edit
Capture Manager dialog box, select the employee. The employee you select is also added to the Team Members grid on the Team tab and assigned the
Capture Manager role.
|
| BD Manager
|
This field displays the employee who is the
BD manager for the opportunity.
To select a
BD manager, hover over the field and click
next to the field. In
NAME on the Edit
BD Manager dialog box, select the employee. The employee you select is also added to the Team Members grid on the Team tab and assigned the
BD Manager role.
|
| Executive Lead
|
This field displays the employee who is the
executive lead for the opportunity.
To select a
executive lead, hover over the field and click
next to the field. In
NAME on the Edit
Executive Lead dialog box, select the employee. The employee you select is also added to the Team Members grid on the Team tab and assigned the
Executive Lead role.
|
Procurement Details Fields
| Field | Description |
|---|
| Award Type
|
This field displays the award type for the opportunity (for example,
IDIQ - GWAC,
IDIQ - Agency Specific,
BPA).
|
| Duration
|
This field displays a description of the total expected duration of the contract (for example,
1 year base plus 4 x 1 year option).
|
| Competition Type
|
This field displays the competition type for the opportunity (for example,
GSA Schedules or
Woman Owned Set-Aside).
|
| Master Contract
|
If the opportunity is work that your firm is competing for under an indefinite delivery/indefinite quantity contract (IDIQ) or similar "master" contract, this field displays that master contract.
|
| Contract Type
|
This field displays the contract type for the opportunity (for example,
Cost Plus Fixed Fee,
Time and Materials).
|
| Solicitation Number
|
This field displays the request for proposal (RFP) number for the opportunity.
|
| NAICS
|
This field displays the North American Industry Classification System (NAICS) code and description for the opportunity.
|
| Field | Description |
|---|
| Additional fields
|
If your firm adds custom grids or fields (grids or fields that are not in the standard version of
iAccess) to this tab, those grids and fields display below the last standard field. You can make entries in those grids and fields on this tab or on the Edit Opportunity form.
|
