Subcontractor Plan Subtask

Use this subtask to track subcontractor requirements that are identified as part of the contract.

You specify the subcontractor plan status and the date the plan was submitted on the Classification tab of Manage Contracts. On this tab, you can also indicate the percentage of business that subcontractors need to perform.

On the Subcontractor Plan subtask, you can further break down the subcontractor requirements and track additional details about the subcontractor plan. You can specify the socioeconomic status that will be used on the subcontractor plan, and indicate the percentage of business that needs to be performed per socioeconomic status. You can also indicate the North American Industry Classification System (NAICS) codes associated with the plan.

Click New to manually add a row to the table window, or click Load All Socioeconomic Status to load all available socioeconomic status labels in the table window. Note, however, that once you load a new row or all predefined rows and save the record, you will no longer be able to delete those rows. Only new rows that have not yet been saved can be deleted.

If the Main Opportunity ID linked to the contract is a Costpoint opportunity (that is, the Costpoint Opportunity check box is selected for the contract record on the main screen), the field values on this subtask default from the Subcontractor Plan subtask on the Manage Opportunities screen for that opportunity ID. You can still edit these defaults on the Manage Contracts screen.

If you have already saved values on this subtask before associating a Costpoint opportunity with the contract, the system does not overwrite the values initially saved in Manage Contracts.

Table Window

Field	Description
Load All Socioeoconomic Status	Click this button to load all predefined socioeconomic status labels in the table window: General Small Business Woman-Owned Disadvantaged (Include Minority-Owned) Veteran-Owned Service-Disabled Veteran-Owned Alaskan Native Corporations (ANC) and Indian Tribes HUBZone Historical Blank Colleges & Universities / Minority Institutions 8(a) Certified AbilityOne Non-Profit Agency
Check box	Select the check box corresponding to the socioeconomic status that will be used on the subcontractor plan. You can select multiple check boxes.
Socioeconomic Status	This field automatically displays the label of the socioeconomic status when you click Load All Socioeconomic Status. If you manually added a row, enter, or click to select, the socioeconomic status that will be used on the subcontractor plan. Only those labels available in the lookup are available for entry or selection.
Percentage	This field is enabled only if you select the check box of the corresponding socioeconomic status. Enter the percentage of work required for each socioeconomic status. This value must not be negative, contain decimal points, or exceed 100%. Costpoint sums all values in the Percentage column and displays the sum in the Allocation Total field on the Classification tab. You can use the Allocation Total field to determine if the allocated work is meeting the percentage of work required for the subcontractors.
NAICS	This field is enabled only if you select the check box of the corresponding socioeconomic status. Enter, or click to select, the primary NAICS code associated with the socioeconomic status. Only those codes available in the lookup are available for entry or selection.