Creating a Contract

You can create a standard contract, a Blanket Order Agreement (BOA) contract, or an Indef Delivery/Indef Quantity (IDIQ) contract. Creating a contract also creates a governing project and the project visibility for that governing project is set to Members.

Required access roles:

  • Baseline: Leader, Owner
  • App-specific: Contracts Manager, Data Manager, Program Controls Specialist

This task shows you how to:

Before you begin: List the app categories for Program and Contract Management.

Create Contract

You can create a contract in several different ways.

  1. To create a contract, do one of the following:
    • In the navigation pane, click Program Mgmt > Contracts > Contracts.
    • From the page Actions menu or toolbar, click Create Contract > Create New, Copy From, or From Template.

    Or

    • From the top bar, click Add .
    • Click Program Mgmt > Contracts.
    • Click Create Contract > Create New, Copy From, or From Template.

    Or

    • Open a program.
    • In the navigation pane, click Contracts.
    • From the page Actions menu or toolbar, click Create Contract > Create New, Copy From, or From Template.
  2. Select how the contract will be created:
    • Create New - Creates a blank contract. You will have to define a bookmark structure for organizing contract artifacts as well as creating a contract schedule without the benefit of a process template.
    • Copy From - Creates a contract from a copy of an existing contract. The existing contract attributes, such as contract number, responsible organization, program, description and contracted agency, are copied to the new contract. You will have to enter the basic information for the new contract.
    • From Template - Creates a contract from an applicable contract template. Templates carry over predefined bookmark structures, tasks, deliverables, preformatted document templates, and other content as may be defined within the template. This is the most common method for creating a contract when an organization uses standard contract processes.

Depending on your selection, a form will slide in to create a contract.

Create New Contract

You can create a contract from a blank form.

  1. From the page Actions menu or toolbar, click Create Contract > Create New.
  2. Enter the following information to create a contract:
    Field NameDescription
    TypeSelect the type of contract: Standard Contract, Blanket Order Agreement (BOA), or Indef Delivery/Indef Quantity (IDIQ).
    Contract NumberEnter a number for the contract. This value is required to create the contract. The contract number must be unique within the context of the customer and contractor and this number will be used as an identification of that contract. When the contract is created an associated “master project” will be created. The master project name will be the same as the contract number.
    Issued ByClick to select the contracting agency.
    Note: The Issued By field is required before you can promote to the Proposed state.
    ProgramClick to select the program connected to the contract.
    Note: The Program is required before you can promote to the Proposed state.
    Responsible OrganizationClick to select the organization responsible for the contract.
    Note: The Responsible Organization is required before you can promote to the Proposed state.
    Contracted AgencyClick to select the contracted agency.
    TitleEnter a title for the contract.
    Contract DescriptionEnter a detailed description of the contract.
    Contract Authorization Info
    Award DateClick to select the date the contract was awarded.
    Note: The award date is required before you can promote to the Active state. The milestones associated with the contract dates are created when the contract is promoted to the Active state.
    Start DateClick to select the start date. This will be the date on which the contract actually started.
    Note: The milestones associated with the contract dates are created when the contract is promoted to the Active state.
    End DateClick to select the end date scheduled. This will be the date on which the contract was scheduled to end.
    Note: The milestones associated with the contract dates are created when the contract is promoted to the Active state.
    Contract Information
    DPAS PrioritySelect the Defense Priorities and Allocations System Priority rating: DX (Highest National Defense Urgency), DO (Critical to National Defense), or Unrated.
    DPAS Program IDSelect the Defense Priorities and Allocations System Program identifier.
    Type of ContractSelect the type of contract: Cost, Cost Sharing, Cost-Plus Award-Fee, Cost-Plus Fixed-Fee, Cost-Plus Incentive-Fee, Firm Fixed-Price, Fixed-Price Incentive, Fixed-Price with Economic Adjustment, Letter Contract, Time and Materials, or Unassigned.
    Type of Contract ActionSelect the type of contract action: Change Order, Letter Contract, New Contract, Price Revision/Redetermination, Unassigned, Unpriced Order, Other.
    Governing Project TemplateClick to select the governing project from a project template. If the DO contract number does not include the related BOA or IDIQ contract number, then the governing project number will be prefixed with the related BOA or IDIQ contract number.
    OptionsUse Uniform Contract FormatSelect the check box to use the UCF format.
    Display Standard FormsSelect the check box to show the following standard forms:
    • SF1411 - Contract Pricing Proposal Cover Sheet
    • SF26 - Award/Contract
    • SF33 - Solicitation, Offer, and Award
    Is Foreign Military SalesSelect the check box if the contract is foreign military sales.
    CommentsEnter any comments related to the contract.
  3. Click OK.

The new contract is listed on the Contracts page.

Copy From Contract

You can create a contract from a copy of an existing contract.

  1. From the page Actions menu or toolbar, click Create Contract > Copy From.
  2. Click to search for and select the contract source.
  3. Click OK.
    Certain attributes from the copied contract are filled in automatically.
  4. Change any attributes as necessary.
  5. Click OK.
    The new copied contract is listed on the Contracts page.

Create From Template

You can create a contract from an existing template.

  1. From the page Actions menu or toolbar, click Create Contract > From Template
  2. Click to search for and select the contract template source.
  3. Click OK.
    Certain attributes from the copied contract are filled in automatically.
  4. Change any attributes as necessary.
  5. Click OK.
    The new contract is listed on the Contracts page.