DATA FLOW: Named Resources (per person) roll up into the Cost Allocation table → which feeds every KPI, chart, and the executive verdict on this sheet. Only the intake fields, per-person rows, and DIRECT lines are typed — everything else is computed. Demo seed: notional BOE modeled on public USAspending / SAM.gov award structures.
TCV / Price ⓘ
{{ curTcvFmt }}
Ceiling {{ ceilingFmt }} · {{ modNote }}
Total Cost ⓘ
{{ curCostFmt }}
{{ fteTotal }} FTE
Profit / Fee ⓘ
{{ profitFmt }}
Fee on cost {{ feeOnCost }}
Margin % ⓘ
{{ marginPct }}
Profit ÷ TCV
Funded ⓘ
{{ fundedFmt }}
{{ fundedPct }} of TCV
Subcontracted ⓘ
{{ subsFmt }}
{{ subsPct }} of cost
Import — Standard BidSummary Template
One standard template for every company. Import the filled CSV (Excel → Save As CSV). For PDF BidSummaries: copy the table text from the PDF and paste below — text-layer PDFs only; scanned images need OCR (deployment stage). All math exact to $0.001.
{{ importStatus }}
Opportunity Data
Source: manual entry or Template import (card above). Demo seed is notional, modeled on public award structures — replace with your real opportunity.
Program / Opportunity ⓘ
Agency ⓘ
Vehicle ⓘ
Contract Type ⓘ
PIID ⓘ
NAICS / PSC ⓘ
Period of Performance (start / end) ⓘ
TCV / Price ($) ⓘ
Funded to date ($) ⓘ
Ceiling ($) ⓘ
Travel ($) — separate line ⓘ
Training ($) — separate line ⓘ
Contingency reserve ($) ⓘ
Cost Allocation by Labor Category
Source: 🔒 ROLL-UP rows compute live from Named Resources below — edit the people, not the row. DIRECT rows (ODC, Subcontracts) are entered here. This table feeds the KPIs, charts, and verdict.
Labor Category ⓘ
FTE ⓘ
Amount ($) ⓘ
% Cost ⓘ
{{ ln.badge }}
{{ ln.pct }}
Labor & ODC subtotal
{{ linesSubFmt }}
Travel — separate billing line ⓘ
{{ travelFmt }}
Training — separate billing line ⓘ
{{ trainingFmt }}
Contingency reserve ⓘ
{{ contingencyFmt }}
Total Cost
{{ fteTotal }}
{{ costFmt }}
100%
Fixed Fee / Profit
{{ profitFmt }}
{{ feeOnCost }}
Total Price (TCV)
{{ tcvFmt }}
Named Resources — per-person tracking
Source: the bid staffing plan (BOE). Several people can share one labor category — each is tracked separately here and rolls up into the 🔒 ROLL-UP row above. Category names must match exactly.
Name ⓘ
Labor Category ⓘ
FTE ⓘ
Amount ($) ⓘ
Prime & Subcontractor Allocation
Source: teaming agreements / Template import. Prime self-performed value is the computed balance. Subs feed the flowdown engine in Subcontract Manager.
Party ⓘ
Set-aside / Type ⓘ
Amount ($)
{{ primeName }} (prime)
Self-performed
{{ primeAllocFmt }}
Change Requests / Modifications — Contract Rollup
Source: approved change requests — each mod is a revision with its own delta financials, not a rewrite. $0 mods are valid (no-cost extension: zero deltas, new end date only). APPROVED mods roll into the KPIs above; DRAFT don't count. Click the status pill to toggle.
Mod # ⓘ
Title ⓘ
Δ TCV ⓘ
Δ Cost ⓘ
Δ Funded ⓘ
New PoP end ⓘ
Status
Base contract
{{ baseTcvFmt }}
{{ baseCostFmt }}
{{ baseFundedFmt }}
{{ basePopEnd }}
+ Approved mods
{{ modTcvFmt }}
{{ modCostFmt }}
{{ modFundedFmt }}
= Current contract
{{ curTcvFmt }}
{{ curCostFmt }}
{{ curFundedFmt }}
{{ curEnd }}
Where the money goes
Computed from the Cost Allocation table — nothing is entered here.
{{ lg.label }}
{{ lg.pct }}
Prime vs. subcontractor split
Computed from TCV and the sub allocation rows — nothing is entered here.