Managing US Federal Contracts using ICM[edit]


= Managing US Federal Contracts using&nbsp;ICM =

ICM includes important capabilities to help you manage US federal contracts. To manage these federal contracts effectively, ICM supports:

*Managing the federal clause repository 
*Creating and managing federal contracts 
*Automatically identifying potential clause-matches from clause repository 
*Managing flow-down contracts 

Clauses related to the following FAR and agency regulations in supported format from supported sources are supported in ICM federal clause repository:

*Defense Logistics Agency 
*Department of Commerce Acquisition Regulation (CAR) 
*Department of Defense Federal Acquisition Regulation Supplement (DFARS) 
*Department of Energy Acquisition Regulation (DEAR) 
*Department of Homeland Security Acquisition Regulation (HSAR) 
*Department of Justice Acquisition Regulation (JAR) 
*Department of State Acquisition Regulation (DOSAR) 
*Department of the Army Acquisition Regulations (AFAR) 
*Department of the Interior Acquisition Regulation (DIAR) 
*Department of the Navy Acquisition Regulations (NMCAR) 
*Department of Veterans Affairs Acquisition Regulation (VAAR) 
*Environmental Protection Agency Acquisition Regulation (EPAAR) 
*General Services Administration Acquisition Regulation (GSAR) 
*National Aeronautics and Space Administration Federal Acquisition Regulations Supplement (NFS) 
*National Science Foundation 
*Nuclear Regulatory Commission Acquisition Regulation (NRCAR) 

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== Extraction of Clauses from FR, CFR, ECFR ==

ICM supports the extraction of Clauses from Federal Regulation (FR), Code of Federal Regulation (CFR) and Electronic Code of Federal Regulation (ECFR) XML files and adds them to the custom table. When a Third Party Agreement is uploaded to ICM either in Word or PDF formats, it is stored in Clause Discovery. After extracting the Clauses, you can&nbsp;''Confirm''&nbsp;or&nbsp;''Ignore''&nbsp;the extracted Clause. When confirmed, the user clicks the&nbsp;''Finish&nbsp;''button and ICM extracts the&nbsp;''Clause Name, Clause ID''&nbsp;and&nbsp;''Effective Date''&nbsp;and saves them to the Agreement Clause list. Clauses added by full text will not be auto-detected by ICM.

To extract clauses from CFR)/ ECFR XML files:

1. Upload the CFR/ECFR XML file in the Masterdata instance of the Masterdata Contract Type

*Verify all the Clauses from FR XML files are added to the custom table. 
*Verify document type (XML) supported while uploading file in&nbsp;''File Path''&nbsp;Attribute in Masterdata&nbsp; 

2. This Masterdata XML file then goes through the parsing process. This process triggers the extraction of the Clauses.

3. After the parsing process is successfully completed, the extracted Clauses will be seen in the custom table as shown in the screenshot below.
<div class="image-green-border">[[File:SP6 FLIR 1.png|SP6 FLIR 1]]</div> 
Let’s see an example of how to extract Clauses from a CFR XML file and add them to the custom table:<br/> 1.&nbsp;'''Click&nbsp;'''the&nbsp;''Configuration >&nbsp;Masterdata''&nbsp;>&nbsp;''Create Masterdata''&nbsp;tile on the&nbsp;dashboard.&nbsp;The&nbsp;''Create Masterdata''&nbsp;page opens.
<div class="image-green-border">[[File:7.12 Salesforce Tasks 1.png|720px|7.12 Salesforce Tasks 1.png]]</div> 
<br/> 2.&nbsp;On the&nbsp;''Attributes&nbsp;''tab,&nbsp;'''select'''&nbsp;the FR CFR XML Datafile option from the&nbsp;''ClauseFileType&nbsp;''drop-down.
<div class="image-green-border">[[File:SP6 FLIR 4.png|720px|SP6 FLIR 4]]</div> 
3.'''&nbsp;Enter'''&nbsp;a Name for the file.<br/> 4.&nbsp;'''Click'''&nbsp;the&nbsp;''Select File''&nbsp;button to select and upload the Clause File.&nbsp;<br/> 5.&nbsp;'''Click'''&nbsp;''Save''. This triggers a process that extracts and stores the Clauses in the custom table on the Masterdata instance and the Masterdata Details page opens. The extracted Clauses now appear in the custom table.&nbsp;
<div class="image-green-border">[[File:SP6 FLIR 5.png|720px|SP6 FLIR 5]]<br/> &nbsp;</div> 
== Add System Attribute to identify&nbsp;FR discovery ==

ICM auto-detects the Federation Regulation (FR) Clauses that are extracted from the custom table and then confirms or rejects the FR discovery. This ensures an accurate metadata representation of the information contained in the Agreement.

To identify if the FR discovery should be added to an Agreement or not, you need to create an Agreement Contract Type that has these Attributes based on which the Agreement is created. These Attributes will then be seen on the&nbsp;''Agreement Details''&nbsp;page.

Let’s see an example of how this works:

#'''Click'''&nbsp;the&nbsp;''Configuration''&nbsp;tile on the''Dashboard''. 
#'''Click'''&nbsp;''Create Contract Type''. 

== Saving Agreement Clause extension for Flow Down Clause Identification ==

1.&nbsp;'''Click'''&nbsp;the&nbsp;''View Record''&nbsp;icon on the&nbsp;''Agreements Index''&nbsp;page. The&nbsp;''Agreement Details''&nbsp;page opens.

2.&nbsp;'''Click t'''he&nbsp;''Agreement Clauses''&nbsp;tab to view the Clauses for the selected Agreement. By default, the Clauses are listed in the&nbsp;''Grid v''iew.
<div class="image-green-border">[[File:SP6 FLIR Flowdown 1.png|720px|SP6 FLIR Flowdown 1]]</div> 
3.&nbsp;'''Click&nbsp;'''''Show Clause Information''&nbsp;to view the Clause details such as&nbsp;''Agreement Clause Text, Standard Clause Text, Clause Name, Clause Code, Effective Date'', and so on.
<div class="image-green-border">[[File:SP6 FLIR Flowdown 2.png|720px|SP6 FLIR Flowdown 2]]</div> 
4. If the Masterdata is enabled with the Extended Clause functionality, the Save button will be visible.&nbsp;'''Click'''&nbsp;''Save''&nbsp;to save your updates, if any.&nbsp;

5.&nbsp;If any extended Clause Attributes have been added to your ICM instance, these will be editable Attributes on the&nbsp;''Clause Details&nbsp;''page.
<div class="image-green-border">[[File:SP6 FLIR Flowdown 3.png|720px|SP6 FLIR Flowdown 3]]</div> 
You can choose to view the Clauses in the&nbsp;''List&nbsp;''view by selecting the&nbsp;''List&nbsp;''tab.&nbsp;
<div class="image-green-border">[[File:SP6 FLIR Flowdown 4.png|720px|SP6 FLIR Flowdown 4]]<br/> &nbsp;</div> 
== Add Missing Clause from Custom Table ==

1. If the&nbsp;''Is External Clause Discovery&nbsp;''is set to&nbsp;''Yes''&nbsp;when creating a Contract Type, then the&nbsp;''Add Clause''&nbsp;option will be visible on clicking the&nbsp;''Agreement Clauses''&nbsp;tab on the&nbsp;''Agreement Details''&nbsp;page.
<div class="image-green-border">[[File:SP6 FLIR Missing Clause 1.png|720px|SP6 FLIR Missing Clause 1]]</div> 
2.&nbsp;'''Click'''&nbsp;the&nbsp;''Add Clause''&nbsp;[[File:Add icon.jpeg|RTENOTITLE]]&nbsp;icon. The&nbsp;''Add Clause''&nbsp;window opens.
<div class="image-green-border">[[File:SP6 FLIR Missing Clause 2.png|720px|SP6 FLIR Missing Clause 2]]</div> 
<br/> 3.&nbsp;'''Select&nbsp;'''the missing Clauses that you want to add from the custom table. You can multi-select the Clauses.
<div class="image-green-border">[[File:SP6 FLIR Missing Clause 3.png|720px|SP6 FLIR Missing Clause 3]]</div> 
The selected Clauses are added and displayed on the&nbsp;''Agreement Clauses''&nbsp;tab.
<div class="image-green-border">[[File:SP6 FLIR Missing Clause 4.png|720px|SP6 FLIR Missing Clause 4]]</div> 
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<div class="note-box">'''Note:&nbsp;'''The Clauses added here do not get added to the Clause Library.</div> 
== Delete Added Clauses in Agreement Clauses ==

To delete the added Clauses:

1.&nbsp;'''Click'''&nbsp;the&nbsp;''Delete Clause''&nbsp;&nbsp;icon next to the Clause that you want to delete.&nbsp;
<div class="image-green-border">[[File:SP6 FLIR Delete Clause 1.png|720px|SP6 FLIR Delete Clause 1]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note:&nbsp;'''The Clauses will be deleted from this list, however they will not be deleted from the Clause Library.</div> 
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'''Related Topics:'''&nbsp;[[Create_Agreement_Page|Create Agreement]]&nbsp;&nbsp;|&nbsp;&nbsp;[[Contract_Digitalization|Contract Digitalization]]&nbsp;|&nbsp; [[Discover_AI|DiscoverAI]]&nbsp;| [[Negotiate_AI|NegotiateAI]] | [[Obligation_AI|ObligationAI]] | [[Visualize_AI|VisualizeAI]]