Updating Your Contract Inventory

Overview

During onboarding, you and your team uploaded contract documents to GovDash to build your initial contract inventory list. We recommend going through your inventory list periodically to make sure you have all of your contract documentation uploaded.


Ensure You Have...

For each contract within GovDash, it's best to have a combination following documents uploaded to each contract record if you have them available:

  • Main contract document

  • Performance Work Statement/Statement of Work

  • Resumes of Personnel (key and assigned)

  • Winning Proposal Volumes

  • Status Reports

  • Deliverables

  • CPARS

The more information that GovDash has about your contract and the work you performed, the better we'll be able to write to those capabilities in your future proposals, and the better we can match opportunities to your team based on your past performance!

Important - Contract Requirements

Your contracts within GovDash must at least contain the main contract document and PWS/SOW in order to use it as past performance, as without these documents, we cannot create compliant past performance narratives.


Uploading The Main Contract and PWS/SOW Documents

To access the Contract Cloud to manage your contract inventory, click Contract in the GovDash navigation menu.

If you haven't already uploaded the main contract documents to the contract record, or would like to verify that you have uploaded the documents, you can verify this under the Contract Document and PWS/SOW columns in your contract inventory list, which you will find by scrolling to the right in the contract inventory list.

If the main contract document has not been uploaded, you will see a caution symbol with the word Upload next to it.

To upload these documents, simply click on the Upload button as shown, and GovDash will walk you through uploading the main contract document, the PWS/SOW, and any additional documents you want to include.

Past Performance Tiers

Depending on the types and quality of documentation uploaded to your contracts, GovDash will assign a tier to your contract record; compliant, limited, or incomplete.


Uploading Supporting/Modification Documents

Once you have your main contract documents uploaded, we highly recommend uploading supporting documents like resumes, status reports, deliverables, CPARs, etc. so that GovDash has the best foundation for writing content, capability matching, and more.

To upload supporting documentation to any contract, start by clicking on the contract title in your contract inventory list.

Next, click the Attach Documents button located in the top right of the contract record screen.

To upload files from your computer to the contract record, click Upload Document, and then you can drag and drop your files, or click to browse your local computer.

Once your files are selected, click Submit, and GovDash will upload your supporting documentation directly to the contract. This will update your contract details, as well as the past performance description written for this contract.

Suggested Edits

If GovDash has detected any changes from the modifications/amendments that you’ve uploaded to a contract, an indicator will show next to the contract name within your contract inventory table.

By clicking on the contract title, you can view the suggested edits from those documents by clicking View Suggested Edits at the top of the page.

GovDash will then provide you with any fields that have updated values from your uploaded documents/modifications/amendments, and allow you to approve or deny the update to the field using the green check, or red X.

Suggested Documents

If GovDash detects a contract number or contract details within one of your Data Library documents that matches a contract in your Contract Inventory, you can link that document to the contract with the click of a button!

GovDash will display alerts for documents it has found that reference awards in your contract inventory, which you can then click to verify. This is found under the Suggested Document(s) Referencing Award header of your existing contracts.

After clicking on the link, GovDash will display the document is has located, where it was uploaded, and when it was uploaded. You can view the document by clicking the Title link, and if you approve of linking the document, simply click Add Document to associate it with the contract.

You can also view any suggested documents within the contract by going to the Documents tab of the contract, and clicking Suggested Documents. You can add any documents that are shown quickly and easily by clicking Add Document for the document you want to add/link.


Editing Your Contract Details

If you'd like to make any edits to your contracts after uploading all of your documentation, you can easily edit your contracts by clicking the Enable Editing button within a contract record.

From here, you can edit things like your contract names, award values, contract numbers, your role, period of performance dates, and more.

You can make edits at any time in the future, and we recommend periodically reviewing your contracts within GovDash to ensure all of your documents are up to date.


FAQ

What types of documents can enhance my contract record in GovDash?

Enhancing your contract record can be achieved by uploading documents such as resumes, status reports, deliverables, and CPARS.

How can I verify if my main contract documents are uploaded?

You can verify the upload status of your main contract documents by checking the Contract Document and PWS/SOW columns in your contract inventory list.

What happens if I find a suggested document related to my contract?

If you find a suggested document, you can link it to your contract by clicking the Add Document option after verifying its relevance.

Is it possible to upload multiple documents at once to a contract?

Yes, you can upload multiple documents at once by dragging and dropping files or browsing your local computer during the upload process.

Why is it beneficial to keep my contract details updated in GovDash?

Keeping your contract details updated ensures that GovDash can provide accurate content writing and better match opportunities based on your current capabilities.