Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Contents of the Manage Organizational Conflict of Interest (OCI) Screen

Use the fields and options to configure the Manage Organizational Conflict of Interest (OCI) screen.

Contents

Field Description
OCI ID Enter a unique ID to identify the OCI, or leave this field blank to have Costpoint automatically assign an ID if the Auto-assign Organizational Conflict of Interest (OCI) IDs checkbox is selected on the Configure Contract Management Settings screen.
OCI Name Enter the name for the OCI.
Prime Contract No Enter, or click to select, the prime contract number (the number on the signed contract with the customer) that you want to associate with the OCI.
Master Contract No Enter the master contract number that you want to associate with the OCI.
Project Number Enter, or click to select, the project ID that you want to associate with the OCI.
Apply to All Lower Level Project Select this checkbox to associate the OCI to all lower-level projects of the project ID you entered in Project Number.
Mitigation Plan Select this checkbox to enable mitigation plan for the OCI. You can create reports based on the value of this checkbox.

Dates

Field Description
POP Start Date

Enter, or click to select, the period of performance (POP) start date of the contract associated with the OCI.

By default, this field displays the POP start date for the Master Contract No, if entered; otherwise, it displays the POP start date for the Prime Contract No, if entered. If both Master Contract No and Prime Contract No are left blank and you enter a Project Number, this field displays the project's POP start date.

You can edit this field.

POP End Date

Enter, or click to select, the POP end date of the contract associated with the OCI.

By default, this field displays the POP end date for the Master Contract No, if entered; otherwise, it displays the POP end date for the Prime Contract No, if entered. If both Master Contract No and Prime Contract No are left blank and you enter a Project Number, this field displays the project's POP end date.

You can edit this field.

OCI Period (Months) Enter the number of months for the OCI period. This is the number of months the OCI is in effect. After the number of months, the OCI record will need to be evaluated and an OCI status selected (for example, Cleared).
OCI Clear Date

Enter, or click to select, the OCI clear date.

Costpoint automatically populates this field using the values you entered in POP End Date and OCI Period (Months). For example, when you enter 12/31/2017 in POP End Date and 6 in OCI Period (Months), this field defaults to 6/30/2018.

Conflict Type

Field Description
Unequal Access FAR 9.505-4 Select this checkbox if the conflict is related to unequal access or other issues that are in violation of the Federal Acquisition Regulation (FAR) 9.505-4 (Obtaining Access to Proprietary Information). Unequal access arises when a contractor has access to information that is not available to other contractors.
Biased Groundrules FAR 9.505-1, 9.505-2 Select this checkbox if the conflict is related to biased ground rules or other issues in violation of FAR 9.505-1 (Providing Systems Engineering and Technical Direction) or 9.505-2 (Preparing Specifications or Work Statements). Bias occurs when a contractor may be involved in writing Statement of Work (SOW) or technical direction efforts and then seeks to submit a proposal to fulfill that requirement.
Impaired Objectivity FAR 9.505-3 Select this checkbox if the conflict is related to impaired objectivity or other issues in violation of FAR 9.505-3 (Providing Evaluation Services). Impaired objectivity occurs when a support contractor performs duties involving assessing or evaluating itself or a partner company.
Personal Conflict of Interest FAR 52.203-16 Select this checkbox if this is a personal conflict of interest or is related to other issues in violation of FAR 52.203-16 (Preventing Personal Conflicts of Interest).

Clear Date

If you enter a value in any of the fields in this group box, you must also enter values in the other two fields. Otherwise, Costpoint displays an error message.

Field Description
Status Enter, or click to select, the OCI status. Valid values are only those that exist on the Manage OCI Status screen. Codes that display in the lookup have the Show in Lookup checkbox selected in Manage OCI Status. Only codes that are available in the lookup can be used for new records in Manage Organizational Conflict of Interest (OCI).
Reviewed By Enter, or click to select, the person who reviewed the OCI. Valid values are only those that exist on the Manage OCI Reviewer screen. Reviewer IDs that display in the lookup have the Show in Lookup checkbox selected in Manage OCI Reviewer. Only reviewers that are available in the lookup can be used for new records in Manage Organizational Conflict of Interest (OCI).
Date

Enter, or click to select, the date on which the OCI was reviewed.

Important: If the Allow edit of OCI records after entry of OCI Clear Review Date checkbox is not selected on the Configure Contract Management Settings screen, you will not be able to edit the OCI record after you enter a value in this field and save the record. You will still be able to add opportunities, projects, and/or activities to the record, but you will not be able to edit existing field values or delete existing opportunities, projects, and activities.
CDSI Enter confidential and sensitive information (CDSI) for the OCI.
Key Terms Enter key terms that identify the OCI. You can assign specific terms to just one OCI record, or apply them to multiple OCI records. You can use Query on these terms to filter record results.
Notes Enter relevant notes and any other information relating to the OCI.

Subtasks

Subtask Description
Opportunities Click this link to open the Opportunities subtask and link opportunities to the OCI record.
Projects Click this link to open the Projects subtask and link projects to the OCI record.
Employees Click this link to open the Employees subtask and link employees to the OCI record.
Subs/Vendors Click this link to open the Subs/Vendors subtask and link subcontractors and/or vendors to the OCI record.
Activities Click this link to open the Activities subtask, where you can enter and view activities related to the OCI record.
Documents Click this link to open the Documents subtask, where you can enter and view documents attached to the OCI record.
Org Links Click this link to open the Org Links subtask, where you can assign one or more organizations to the OCI record.
User-Defined Info Click this link to open the User-Defined Info subtask, where you can enter, edit, and view values for user-defined fields for an OCI record.