Organizational Conflict of Interest (OCI) User Guide

  • Updated on Jan 22, 2026
  • Published on Dec 23, 2025
  • 5 minute(s) read
  • PH
  • Migration Team
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Change Summary

Release Date

Release Version

Change Description

Link

22 May, 2025

2025.2

Updated the OCI Team tab to include OCI Status field.

OCI Review Process

22 May, 2025

2025.2

Updated the OCI Team tab to include OCI Status field.

Approvers Mark OCI as No Conflict

Overview

TechnoMile’s Organizational Conflict of Interest (OCI) feature enables you to create OCIs along with a review and an approval process. An OCI occurs when a company or organization, due to its role in providing advice or services to a government or other entity, has competing interests that could potentially bias its judgment or influence its actions.

In government contracting, OCI typically arises when a contractor’s ability to render impartial advice or services is compromised by conflicting roles, such as having access to proprietary information or being involved in both the development and evaluation of a system.

Mitigating OCIs is important to ensure fairness, transparency, and integrity in contract processes.

This document is a step-by-step guide on how you can use the OCI feature in your organization.

Audience

  • Contracts Suite Users

Prerequisites

  • Ensure that TechnoMile Contracts Suite is already installed and configured. The version of this package must be 2024.3 or higher.

Features and Benefits

  • Enables Reviewers to provide input on the presence of a potential conflict

  • Enables the Contract Administrator to address feedback before submitting the OCI for approval

  • Enables Approvers to make a final decision based on Reviewers' comments, eliminating the need for additional rounds of review

  • Significantly reduces the time required for key Stakeholders to approve or reject a decision

OCI Record Creation Process

  1. Login to your Microsoft Dynamics instance.

  2. Go to Contracts and open a Contract record.

  3. Go to the OCIs tab and click New OCI. 

  4. Specify values in the fields and click Save and Close. The OCI record is created and added to the Contract record.

    IMPORTANT

    Fields marked by the red asterisk (*) sign are mandatory.

OCI Review Process

  1. Open the OCI record.

  2. Go to the OCI Team tab and click New Team Member.

  3. Choose Role as Reviewer, specify Employee, and click Save and Close.
    The Reviewer is added. Similarly, you can add Reviewers, Approvers, and Final Reviewers by selecting the corresponding roles in the Role field.

    NOTE

    Here, you can also view the list of Reviewers, Final Reviewers, and Approvers added to the OCI record by default, based on the configuration done by your Administrator.

    team member 1.png

  4. Click Action and then Send For Review. 

    NOTE

    Before starting the OCI review process, ensure that at least one Reviewer and one Approver are added to the OCI Team.

  5. Click OK. The Reviewers receive an email with the OCI details.

  6. The Reviewer can open the email and take a decision whether to mark the OCI record as No Conflict, Potential Conflict, or Conflict based on the OCI details. 

    NOTE

    • Reviewers can access the SharePoint location for OCI related documentation by clicking the corresponding link.

    • Reviewers with a valid Microsoft Dynamics license can access the OCI record and the OCI Team Member record by clicking the corresponding links.

    • If the Reviewer clicks No Conflict, they can add comments and click Submit to mark the OCI as free of conflicts.

    • If all the Reviewers associated with the OCI mark it as No Conflict, then the OCI process is completed. This updates the Business Process Flow (BPF) Status to Completed and sets the OCI Assessment and OCI Determination field values to No Conflict. An email with a link to the OCI record is also sent to the OCI Manager stating that the OCI process is complete. 

    • If the Reviewer clicks Potential Conflict or Conflict, they can add comments and click Submit to update the OCI accordingly. 

    • If any Reviewer associated with the OCI marks it as Potential Conflict or Conflict, the OCI status updates to Escalated.

    • The OCI Assessment field is set to Potential Conflict if all Reviewers mark it as such, or Conflict if at least one Reviewer marks it as Conflict. The OCI Review Process is completed once all the Reviewers have submitted their response. An email with a link to the OCI record is also sent to the OCI Manager stating that the OCI is escalated and sent to Approvers for further review. 

    • Once an OCI is escalated, an email is sent to all the Approvers.

OCI Escalation Process

IMPORTANT

  • An OCI is escalated if any Reviewer associated with the OCI marks it as Potential Conflict or Conflict.

  • An OCI is also escalated if the OCI Review Due Date has passed and at least one of the Reviewers has not responded.

  • The Approver can open the email and take a decision whether to mark the OCI record as No Conflict or Conflict based on the OCI details. 

  • Once response is received from any of the Approvers, the remaining Approvers receive an email with a link to the OCI record stating that no action is required. 

Approvers Mark OCI as No Conflict

  1. Click No Conflict, specify comments, and click Submit. If an Approver associated with the OCI marks it as No Conflict, the OCI status updates to Completed and sets the OCI Determination field value to No Conflict. You can also see the updated OCI Status fields on the OCI Team tab. team member.pngAn email with a link to the OCI record is also sent to the OCI Manager stating that no further action needs to be taken and the OCI process is complete. 

Approvers Mark OCI as Conflict

  1. Click Conflict, specify comments, and click Submit. If an Approver associated with the OCI marks it as Conflict, the OCI status updates to OCI Manager Review and sets the OCI Determination field value to Conflict. An email with a link to the OCI record is also sent to the OCI Manager. 

OCI Action Recommendation by OCI Manager (post Conflict)

Once an Approver marks an OCI as Conflict, the OCI Manager can take one of the following three actions:

Marking OCI Action Recommendation as Mitigate

  1. On the General tab of the OCI record page, choose OCI Action Recommendation as Mitigate, specify OCI Mitigation Summary, and click Save.

  2. Click Action. You can then either send the OCI to Final Reviewers or manually mark the OCI as complete by clicking the corresponding option. 

Marking OCI Action Recommendation as No Bid

  1. On the General tab of the OCI record page, choose OCI Action Recommendation as No Bid, and click Save. 

  2. Click Action and then Mark OCI Complete.

    The OCI is manually marked as complete.

Marking OCI Action Recommendation as No Recommendation

  1. On the General tab of the OCI record page, choose OCI Action Recommendation as No Recommendation, and click Save.

  2. Click Action and then Send For Final Review.

  3. Click OK. The OCI is sent to the Final Reviewers.

OCI Final Review Process

  1. The Final Reviewers can open the email and take a decision whether to mark the OCI record as Approved or Rejected, specify comments, and click Submit. The OCI Process is complete once all Finals Reviewers submit their response.