Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Vendor Classification Subtask

Use this subtask of the Manage Vendors screen to enter information about the legal classifications of your vendors.

Although there are no standard Costpoint reports from which to extract this information, you can extract this data via any reporting tool.

For vendors whose details are updated from GovWin IQ, the mapping done on the Manage Socio-Economic Status screen determines which checkboxes are selected for the vendor in this subtask.

Business Classification

Default Size

Select one of the following options in this group box to classify vendors for subcontract reporting:

Field Description
Large

Large vendors are included in subcontract reporting (this is the default).

Small

Small vendors are included in subcontract reporting.

Non-Profit

Non-profit vendors are excluded from subcontract reporting.

Foreign/Other

Foreign/other vendors are excluded from subcontract reporting.

Certification Date

Enter, or click to select, the date on which the vendor received the classification certification.

Certification Number

Enter the vendor's certification number in this optional field.

Note: Use the following checkboxes to provide additional detail for vendor classification. Select all checkboxes that apply to the vendor's legal classification. Select as many checkboxes as needed.
Woman-Owned

Select this checkbox if the vendor is classified as woman-owned.

Disadvantaged (Include Minority-Owned)

Select this checkbox if the vendor is classified as disadvantaged.

Veteran-Owned

Select this checkbox if the vendor is classified as veteran-owned.

Service-Disabled Veteran-Owned

Select this checkbox if the vendor is classified as service disabled veteran-owned.

Alaskan Native Corporations (ANC) and Indian Tribes

Select this checkbox if the vendor is classified as an Alaskan Native Corporation or an Indian Tribe vendor.

HUBZone

Select this checkbox if the vendor is classified as a historically underutilized business zone company.

Historical Black Colleges and Universities/Minority Institutions

Select this checkbox if the vendor is classified as a historically black college or minority institution.

8(a) Certified

Select this checkbox if the vendor is classified as 8(a) certified. An 8(a) company is a business that is owned and controlled by socially and economically disadvantaged individuals (usually at least 51% ownership).

AbilityOne Non-Profit Agency

Select this checkbox if the vendor is classified as AbilityOne Non-Profit Agency. An AbilityOne non-profit agency has at least 75% of its total direct labor hours performed by persons who are blind or have significant disabilities.

LGBTQ+ Owned

Select this checkbox if the vendor is classified as an LGBTQ+ owned business.

An LGBTQ+ owned business must fit the following criteria:
  • Majority (at least 51%) owned, operated, managed, and controlled by an LGBT person or persons who are either U.S. citizens or lawful permanent residents
  • Exercises independence from any non-LGBT business enterprise
  • Has its principal place of business (headquarters) in the United States
  • Has been formed as a legal entity in the United States
Note: For Costpoint Cloud, you can choose to opt in to this feature for the Costpoint 8.2.12 release. The ability to opt in is temporary and will be removed when the feature becomes automatically enabled for all users as part of a future Costpoint release. See the Manage Opt-In Features topic for more information.
CMMC Level

Select the Cybersecurity Maturity Model Certification (CMMC) level assigned to the vendor. Options are:

  • None
  • 1: Performed processes, basic cyber hygiene practices
  • 2: Documented processes, intermediate cyber hygiene practices
  • 3: Managed processes, good cyber hygiene practices
  • 4: Reviewed processes, proactive cyber hygiene practices
  • 5: Optimizing processes, advanced/progressive cyber hygiene practices

For vendors imported from GovWin IQ or the Import Vendors screen, the value of this field defaults to the imported vendor's CMMC level but can be modified.

Attention: For more information on CMMC, visit https://dodcio.defense.gov/CMMC/.

Size By Industry Classification

Click to add a new line in the table.

Field Description
Industry Classification

Enter, or click to select, an industry classification.

Vendor Size

From the drop-down list, select a vendor size. The default is Large.

NAICS

Field Description
NAICS Code

This column displays the NAICS Code.

NAICS Description

Enter, or click to select, the NAICS description.

Primary NAICS

Select this checkbox if this is a Primary NAICS. Only one primary NAICS is allowed

Small Business

Select this checkbox if your business size is within the NAICS code standard for small businesses.

Large Business

Select this checkbox if your business size exceeds the NAICS code standard for small businesses.

Effective Date Enter, or click to select, the date when the NAICS code was set to use. The value of this field defaults to the NAICS effective date on the Manage NAICS Codes screen.
Certifying Agency

This field displays the NAICS certifying agency.

Notes

This field displays notes related to this NAICS code.