You can create a utilization plan when an organization provides you with a utilization plan code. The code connects the plan to the correct opportunity or requirement.

After the code is verified, you can review the plan information, confirm deadlines, start the utilization plan, complete the required sections, and submit the plan to the organization for review.

You need:

• Access to the agency’s portal
• A valid utilization plan code from the organization
• Access to the system for anyone listed as a contact person

If you do not have a utilization plan code, contact the organization you are submitting the plan to. The system will not allow you to create the utilization plan until the code has been entered and verified.

Creating the Utilization Plan

1. Go to the My Utilization Plans page.

   For help locating this page, read Accessing Your Utilization Plans as a Vendor

2. Review the list of utilization plans you have submitted.
3. Select Create Utilization Plan.
4. Enter the Utilization Plan Code.
5. Select Verify Code.
6. Select OK to confirm.

Review the Plan Information

1. Read the instructions on the utilization plan page.
2. Review the Summary section.
3. Confirm the organization you are submitting the plan to.
4. Confirm the proposal number.
5. Confirm the plan type.
6. Confirm the organization point of contact.
7. Review the Requirements section.
8. Confirm the plan start and submission deadlines. These can vary.
9. Update the contact person and address from the dropdowns, if needed.

Start the Utilization Plan

1. Select Start Utilization Plan.
2. Select OK to confirm that the record cannot be undone after it is created.
3. Select OK to confirm that the utilization plan has been created.
4. Review the updated Plan Summary.
5. Confirm the plan status.
6. Confirm the notification date.

Complete and Submit the Utilization Plan

1. Select Fill in Utilization Plan Details.
2. Answer the required questions.
3. Enter the estimated bid amount.
4. Attach files, if required.
5. Add comments, if needed.
6. Select Save.
7. Complete the remaining required sections of the utilization plan.
8. Select Submit Utilization Plan.
9. Complete the required signature fields.
10. Select the required affirmation checkboxes.
11. Select Submit Utilization Plan.

Withdrawing the Utilization Plan

You are able to withdraw a utilization plan before it is submitted if you no longer need to complete it or if the plan was created in error.

• Access the plan, under the Utilization Plan Summary, select Withdraw Utilization Plan.
• Select Ok to confirm the withdrawal.

After Submission

To check the Plan status, read Accessing Your Utilization Plans as a Vendor.

1. If the code does not verify, contact the organization that provided it.
2. Review the start deadline and submission deadline carefully because they may be different.
3. Make sure the assigned contact can access the system and receive notices.
4. Review the plan summary before starting the plan.
5. After the utilization plan is created, the record cannot be undone.

A utilization plan is created by verifying a code provided by the organization and confirming the plan details before starting the record. Once the plan is created, you can complete the required information, attach files, add comments, and submit the plan for organization review. After submission, you can return to your utilization plan list to check the current status.