Create Agency Records

You can define the basic contact information for the U.S. federal government agency or other organization with whom you engage in contracts. Use the Create Agency page to define the agency, and then associate the agency to the contract.

To create an agency record

  1. Select Agencies from the Earned Value Management menu.

    The Agencies list page appears.

  2. Click New.

    The Create Agency page appears.

  3. Complete the following fields:
    Agency Name

    Defines the agency's name.

    Agency ID

    Defines the agency's unique identifier.

    Address 1

    Defines the first line of the agency's address.

    Address 2

    Defines the second line of the agency's address.

    City

    Defines the agency's city location.

    State

    Defines the agency's state location.

    Postal Code

    Defines the agency's postal code.

    Country

    Defines the agency's country location.

    Phone

    Defines the agency's phone number.

    Fax

    Defines the agency's fax number.

    Primary Contact

    Defines the agency's primary contact name.

    Primary Contact Phone

    Defines the agency's primary contact phone number.

    Primary Contact Email

    Defines the agency's primary contact email address.

    Secondary Contact

    Defines the agency's secondary contact name.

    Secondary Contact Phone

    Defines the agency's secondary contact phone number.

    Secondary Contact Email

    Defines the agency's secondary contact email address.

    Active

    Defines whether this agency can be associated with a contract. You can only associate active agencies to contracts.

    Default: Selected

  4. Click Submit.

    The agency is created and is displayed on the Agencies list page.

More information:

Associate Agencies to Contracts