Classification Tab

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 check box if the SBU/industry is classified under Audit.
Energy	Select this check box if the SBU/industry is classified under Energy.
Environmental & Transportation	Select this check box if the SBU/industry is classified under Environmental & Transportation.
Defense & Intelligence	Select this check box if the SBU/industry is classified under Defense & Intelligence.
Financial Services	Select this check box if the SBU/industry is classified under Financial Services.
Global Security & Justice	Select this check box if the SBU/industry is classified under Global Security & Justice.
Healthcare	Select this check box if the SBU/industry is classified under Healthcare.
International	Select this check box if the SBU/industry is classified under International.
State & Local GPS	Select this check box 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 check box if the SBU/industry is classified under State & Local Non-(Government & Public Sector).
Other	Select this check box 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 check box 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.

Security

Use this group box to specify security details for the contract.

Field	Description
Classified	Select this check box if the contract is classified.
US Citizenship Restrictions	Select this check box if there is a US citizenship requirement for the contract.
DD254 Required	Select this check box if the contract has DD254 (Department of Defense Contract Security Classification Specification) requirements.
Security Clearance	Enter, or click to select, the minimum security clearance required for the contract.
Other Clearance	Enter, or click to select, other security requirements for the contract (for example, Sensitive Compartmented Information or Special Access Program requirements).

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 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 Show in Lookup check box selected in Manage NAICS Codes. Only codes that are available in the lookup can be used for new records in Manage Contracts. 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 to select, the supporting 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 Show in Lookup check box selected in Manage NAICS Codes. Only codes that are available in the lookup can be used for new records in Manage Contracts. 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.

Field

Description

NAICS(primary)

Enter, or click 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 Show in Lookup check box selected in Manage NAICS Codes. Only codes that are available in the lookup can be used for new records in Manage Contracts.

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 to select, the supporting 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 Show in Lookup check box selected in Manage NAICS Codes. Only codes that are available in the lookup can be used for new records in Manage Contracts.

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.

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 check box if Federal Acquisition Regulation (FAR) directives apply to the contract.
DFARS	Select this check box if Defense Federal Acquisition Regulation Supplement (DFARS) regulations apply to the contract.
Treasury	Select this check box if Treasury regulations apply to the contract.
GSAR	Select this check box if General Services Administration Acquisition Regulation (GSAR) directives apply to the contract.
HSAR	Select this check box if Homeland Security Acquisition Regulation (HSAR) directives apply to the contract.
AMS	Select this check box if Acquisition Management System (AMS) regulations apply to the contract.
DOE	Select this check box if Department of Energy (DOE) regulations apply to the contract.
NASA	Select this check box if National Aeronautics and Space Administration (NASA) regulations apply to the contract.
AIDAR	Select this check box if U.S. Agency for International Development Acquisition Regulation (AIDAR) directives apply to the contract.
Other	Select this check box if other regulations apply to the contract. In the field to the right, enter the description of the regulations.

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 check box 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: Submitted Approved Waiver Granted Not Applicable
Date Submitted	Enter, or click to select, the date the subcontractor plan was submitted.
General Small Business	Select this check box 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 business that subcontractors need to perform. This value must not be negative and must not exceed 100%.
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.

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.

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