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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.

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 check boxes to provide additional detail for vendor classification. Select all check boxes that apply to the vendor's legal classification. Select as many check boxes as needed.
Woman-Owned

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

Disadvantaged (Include Minority-Owned)

Select this check box if the vendor is classified as disadvantaged.

Veteran-Owned

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

Service-Disabled Veteran-Owned

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

Alaskan Native Corporations (ANC) and Indian Tribes

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

HUBZone

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

Historical Black Colleges and Universities/Minority Institutions

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

8(a) Certified

Select this check box 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 check box 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.

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 check box if this is a Primary NAICS. Only one primary NAICS is allowed

Small Business

Select this check box if this NAICS code is classified as a small business.

Certifying Agency

This field displays the NAICS certifying agency.

Notes

This field displays notes related to this NAICS code.