One record, from the first look to closeout
A pursuit becomes a proposal, the proposal becomes a contract, and the contract runs out and is recompeted. Most companies keep each half somewhere else. Here it is one record, and it knows which stage it has reached from what is already on file.
Fifteen stages, three phases
| Phase | Stages |
|---|---|
| Win | Market Intelligence, Opportunity, Capture, Bid / No-Bid, Proposal, Negotiation, Award |
| Perform | Kickoff, Contract Administration, Performance, Modifications, Invoicing / Deliverables |
| Renew | Option Years, Recompete, Closeout |
A pursuit that was lost or not bid is kept, under Ended.
Where a record stands is worked out
The stage is read off the record: the pursuit on the pipeline and its gate, a bid review still open, a contract opened in the ledger, its period of performance, an option coming due, closeout begun. A record nobody has touched in a month is still in the right place, and the page of each record says in one sentence why it is where it is.
A stage can also be set by hand. It holds until the record moves on, so a contract won since cannot be left sitting in Proposal.
Rename them, hide them, add your own
The owner or a manager names the stages the way the company does, hides the ones it does not use, and adds stages of its own, such as a legal review after negotiation. Any stage can require a sign-off from the owner or a manager before a record leaves it.
Each stage has a checklist the company writes. A line can apply to every record or only to one kind of contract. Ticking a line makes it a task on the pursuit or the contract, so it is on the calendar with everything else.
- A checklist for every stage, written once and used on every record
- A sign-off, by name and date, where the company wants one
- Each stage linked to the page of the contracts handbook that says how it is done
a score with no reasons is a horoscope
Health, with the reasons
Each record has a score out of a hundred. It is not a prediction. Every point taken off is one fact on file that a contracts manager would want to know first: a deliverable past its date, an invoice past due, funding spent faster than the clock, an option coming due, a period about to end, a response date with no decision to bid, a pursuit nobody owns. The record lists each one.
Everything owed, across every contract
The obligations register lists what the company owes under all its contracts, by date and late ones first: deliverables, reports, compliance dates, payment milestones, options and performance evaluations. Each line opens the contract it belongs to.
A history of every change
Each record keeps a history: a stage moved, an owner given, a modification recorded, an invoice paid, an item delivered, a checklist line ticked, a sign-off given, with who did it and when. Notes go on the same history.
Related, at the head of the record, shows everything linked to it, one step out or two: the pursuit and its proposal, the contract and its agreements, the tasks, documents and conversations on each, and the award, the company and the office behind it. See the platform.
Where it is in the app
Contract lifecycle, under Contract in the menu. Contract is the part of LastAwarded that runs the award, one of the eight parts.
Related
- Pipeline and calendarThe pursuits before the award, and every date.
- The contract ledger NewFunding, modifications, costs and invoices for each contract.
- The contracts handbook NewHow each stage is done, a page a subject.
See who was last awarded in your NAICS
Every code, every buying office, every vendor and every recompete, organized from the federal record and read nightly. Open it with a plan.