Roles with the ability to access the Create Business Clearance functionality in EDA

• CBAR ACO
• CBAR Contracting Officer
• CBAR PMO

The user will navigate to the Create Business Clearance page in the CBAR section of EDA and enter the required criteria.

DoDAAC Details

• Issuing DoDAAC
• Issuing Office Name
• Contracting Agency Name

Contractor Details

• CAGE+DUNS+UEI combination (at least one of these fields)
• Contractor Name
• City
• State

Points of Contact (Must have 3 types of Points of Contacts entered: Contractor Negotiator, Government Negotiator and Procuring Contracting Officer)

• Contact Type
• First Name
• Last Name
• Phone
• Email

Financial Details

• Government Financing Authorized for Fixed-Price Line Items
• Government Financing Percentage Price Limitation
• Initial Proposed Cost
• Initial Proposed Price
• Final Proposed Cost
• Final Proposed Price
• Government Negotiated Cost Excluding FCCOM
• Government Negotiated Cost Including FCCOM
• Government Negotiated Profit Amount
• Government Negotiated Fee Amount
• Government Negotiated FP Profit Percentage
• Government Negotiated Fee Percentage

Contract Details

• Contract Number

Navigating EDA Dashboard to CBAR:

Acceptance of CBAR Acknowledgement: Select the Accept button

Continuation of CBAR Acknowledgement: Select the Continue button

Accepting the Acknowledgement will take the user to the CBAR Menu:

Create Business Clearance Page

NOTE: It is important when entering information in any of the sections of the Business Clearance record, that there are no extra spaces in your data. (Before or after the data)

User will select a desired contract type, by choosing one or more values from the Contract Type dropdown menu.

When the user selects from the Commercial Item drop down, it is important to know that this selection will impact the Financial Details Section. When Commercial Items is selected from the drop down, the following fields are disabled in the Financial Details section: Initial Proposed Cost, Final Proposed Cost, Government Negotiate Cost Excluding FCCOM, Negotiated Facilities Capital Cost of Money, Government Negotiated Cost Including FCCOM, Government Negotiated Profit Amount, Government Negotiated Fee Amount, Government Negotiated FP Profit Percentage and Government Negotiated Fee Percentage

Financial Details fields that are disabled when Commercial Items are selected from the Commercial Item drop down menu:

NOTE: If user needs to delete data in any of the financial fields, it is important to completely clear the data in the field by highlighting the data and backspacing to make sure the data field is cleared.

Once the required criteria are entered, select the Save as Complete button. If user needs to finish creating the Business Clearance at a later time, the Save as Draft button is also an option.

Save as Draft

The following fields are mandatory to Save Business Clearance as Draft:

DoDAAC Details: Issuing DoDAAC, Issuing Office Name

Contractor Details: CAGE, Contractor Name, City, State

Contract Details: Contract Number

After Save as Draft Button is selected, a success message will appear

Save as Complete

The following fields are mandatory to save Business Clearance as Complete:

DoDAAC Details: Issuing DoDAAC, Issuing Office Name, Administration by DoDAAC, Administration by Office Nam

Contractor Details: CAGE or DUNS + 4 or UEI, Contractor Name, Contract Number, Product Service Code, Description of Acquisition, Summary of Negotiations

Point of Contact: Contract Negotiator, PCO Information, and Government Negotiator, Contract Type

Contract Details: DCMA Formal Rate Position Used, Unusual and Compelling Urgency, Competitive, Negotiations Start Date, CAS Covered, Date of Agreement on Price, Certified Cost or Pricing Data, Contract Action Effective Date, Contract Completion Date, Commercial Item

Financial Details: Government Financing Authorized for Fixed-Price Line Item, Government Financing Percentage Price Limitation, Initial Proposed Price, Final Proposed Price, Government Negotiate Profit Amount, Government Negotiated Total Contract Price, Government Negotiated Fee, Government Negotiated FP Profit Percentage, Government Negotiated Fee Amount, Government Negotiated Fee Percentage, Product Service Code

When selecting Save as Complete, a warning message appear to let the user know what they will no longer be able to edit the business clearance record:

After Save as Complete button is selected and user has confirmed to Save as complete, a success message will appear:

NOTE: When a Business Clearance record is updated, an email is sent to the Contracting officer.