Classification Tab
Use this tab to specify the small business unit or industry classifications as well as procurement regulations associated with the contract.
SBU/Industry - Check all that apply
Use this group box to select the small business unit or industry classifications associated with the contract. You can select multiple options.
| Field | Description |
|---|---|
| Audit | Select this checkbox if the SBU/industry is classified under Audit. |
| Energy | Select this checkbox if the SBU/industry is classified under Energy. |
| Environmental & Transportation | Select this checkbox if the SBU/industry is classified under Environmental & Transportation. |
| Defense & Intelligence | Select this checkbox if the SBU/industry is classified under Defense & Intelligence. |
| Financial Services | Select this checkbox if the SBU/industry is classified under Financial Services. |
| Global Security & Justice | Select this checkbox if the SBU/industry is classified under Global Security & Justice. |
| Healthcare | Select this checkbox if the SBU/industry is classified under Healthcare. |
| International | Select this checkbox if the SBU/industry is classified under International. |
| State & Local GPS | Select this checkbox if the SBU/industry is classified under State & Local GPS (Government & Public Sector). This may be owned by the government and funded with public money (that is, taxes). |
| State & Local Non-GPS | Select this checkbox if the SBU/industry is classified under State & Local Non-(Government & Public Sector). |
| Other | Select this checkbox if the SBU/industry classification falls in a category other than those listed in the group box. In the field to the right, enter the description of the classification. |
Non-Disclosure Agreement (NDA)
Use this group box to indicate whether a non-disclosure agreement is required for the contract.
| Field | Description |
|---|---|
| NDA Required | Select this checkbox if a non-disclosure agreement is required for the contract. |
| NDA Signed | Enter, or click
 to select, the date on which the NDA was signed.
|
NAICS Code
Use this group box to specify the North American Industry Classification System (NAICS) codes associated with the contract.
| Field | Description |
|---|---|
| NAICS(primary) |
Enter, or click
The unlabeled field to the right displays the description of the NAICS code. The second unlabeled field to the right displays the effective date of the NAICS code. |
| NAICS(supporting) |
Enter, or click
The unlabeled field to the right displays the description of the NAICS code. The second unlabeled field to the right displays the effective date of the NAICS code. |
to select, the primary NAICS code associated with the contract. Valid values are only those that exist on the Manage NAICS Codes screen. Codes that display in the lookup have the
Subcontractor Plan
Use the fields and options in this group box to identify and track details of the subcontractor plan associated with the contract.
If the Main Opportunity ID linked to the contract is a Costpoint opportunity (that is, the Costpoint Opportunity checkbox is selected for the contract record on the main screen), the field values in this group box default from the Subcontractor Plan group box on the RFP Info tab of Manage Opportunities for that opportunity ID. You can still edit these defaults on the Manage Contracts screen.
If you have already saved values in this group box before associating a Costpoint opportunity with the contract, the system does not overwrite the values initially saved in Manage Contracts.
| Field | Description |
|---|---|
| Subcontractor Plan |
Select the subcontractor plan status. Valid options are:
|
| Date Submitted | Enter, or click
to select, the date the subcontractor plan was submitted.
|
| General Small Business | Select this checkbox if the subcontractor plan does not specify the socioeconomic status type of business required or if the subcontractor requirements specified in the contract are identified as general small business. |
| Required | Enter the total percentage of planned subcontracting amount to be awarded to small business entities on the Subcontractor Plan subtask. |
| Allocation Total |
This field displays the sum of the Percentage values assigned to the socioeconomic statuses that exist on the Subcontractor Plan subtask. If no rows exist on the Subcontractor Plan subtask, this field displays 0.00%. You can use this field to track if the allocated work is meeting the required percentage of work that subcontractors need to perform. The Allocation Total represents the percentage sum (awarded to various small business entities on the Subcontractor Plan subtask) that make up the Required percentage entered by the user. |
Procurement Regulations - Check all that apply
Use this group box to specify procurement regulations that apply to the contract. You can select multiple options.
| Field | Description |
|---|---|
| FAR | Select this checkbox if Federal Acquisition Regulation (FAR) directives apply to the contract. |
| DFARS | Select this checkbox if Defense Federal Acquisition Regulation Supplement (DFARS) regulations apply to the contract. |
| Treasury | Select this checkbox if Treasury regulations apply to the contract. |
| GSAR | Select this checkbox if General Services Administration Acquisition Regulation (GSAR) directives apply to the contract. |
| HSAR | Select this checkbox if Homeland Security Acquisition Regulation (HSAR) directives apply to the contract. |
| AMS | Select this checkbox if Acquisition Management System (AMS) regulations apply to the contract. |
| DOE | Select this checkbox if Department of Energy (DOE) regulations apply to the contract. |
| NASA | Select this checkbox if National Aeronautics and Space Administration (NASA) regulations apply to the contract. |
| AIDAR | Select this checkbox if U.S. Agency for International Development Acquisition Regulation (AIDAR) directives apply to the contract. |
| Other | Select this checkbox if other regulations apply to the contract. In the field to the right, enter the description of the regulations. |
Statement of Work
Use this text box to enter statement of work for the contract.
Subtask
| Subtask | Description |
|---|---|
| Subcontractor Plan | Use this subtask to track subcontractor requirements that are identified as part of the contract. |