Oracle's Contract Lifecycle Management (CLM) For Public Sector

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ORACLE DAT A SHEETOracle Contract LifecycleManagement for Public SecctorOracle Contract Lifecycle Management for Public Seector (CLM) is acomprehensive, integrated and end to end solution thhat provides automatedand streamlined contract management support for proocurement professionals.It enables public sector agencies to enhance the efficiency of their contractingprocess for both routine and complex acquisitions in a single system whilecomplying with the rules and regulations of the public sector acquisitionprocess. CLM is built on the proven Oracle Advancedd Procurement Suite andallows contracting professionals to perform all acquisiition activities within afully integrated ERP environment.KEY FEATURES Complex Contract Authoringcompliant with government rules andregulations Pre built integration with IntegratedAcquisition Environment (IAE) Contract Line Item/Sub Line Itemhierarchy (CLIN/SLIN) Complex Pricing in accordance withUS Federal Government pricingstandards Configurable document numbering Out of the box support for FederalAttributes in requisition, solicitationand award documents. Incremental Funding capability Option Lines, exercising of Optionsand Standalone Option lines Acquisition Plan capability Requisition Amendments for changesto Requisitions Workload Assignment Procurement Action Lead Time(PALT) tracking for performancemeasurementEnd to End Acquisition and Contracting Solution for PublicSectorFrom the creation of demand via a purchase request, through the initiation of asolicitation document and related negotiations, and to thhe subsequent award of acontract document to a supplier/provider, CLM provides a fully integrated, end to endacquisition and contract writing capabilities.With Oracle Contract Lifecycle Management for Public Sectoor you can: Enforce compliance with Federal Acquisitionn Regulations and othercontracting guidelines for the public sector Enhance contracting efficiency and reduce cycleytimes with end to endautomation Reduce total cost of ownership and enable straategic decisions through anintegrated procure to pay solution

ORACLE DAT A SHEET FedBizOpps integration Solicitation Amendments Online Offer creation by suppliers &Surrogate Offers Orders referencing IDV capability forDelivery Orders Modifications Electronic Signature Warrants Federal Forms (Standard and DoDForms) printing capability forSolicitation and Award documents Contract Closeout Federal Nomenclature in accordancewith US government standardsOracle CLM supports the FAR, DFARS, and other agency reegulations that outline the Support for contract and clausesupload from legacy systemssimple transaction processes for non FAR purchases. Whilee many public sector Out of the box integration with OracleFederal Financials FPDS NG integration Business Intelligence for improvedoperations management andstrategic sourcingFigure 1: CLM supports the full spectrum of Requisition to Close-out businessprocesses for Public Sector purchasesEnforce compliance with Federal Acquisitioon and ContractingGuidelinesfederal business processes around routine and complex acqquisitions and also allowsregulations are in built into the CLM offering, CLM it also proovides a flexible andextensible framework to configure the application to fit speciffic business needs ofindividual public sector agencies. This flexibility enables the customers to promptlyadapt to changes in policies and regulations. Out of the box reportsEnhance contracting efficiency and reduce cycle time withend to end automation and reduced cycle times CLM Web Services for integrationCLM enables contracting officers to drive operational excelleence in federal procurement Requisition lines with no Distributionsfunctions by automating the end to end contracting process, including acquisition Multiple Contract Templates for aTransactional Documentplanning; the creation of requisitions, solicitations, offers, andd awards; and the Contract Filesdisbursement cycle time can be dramatically reduced since CLM supports integrated Multi & Concurrent Modificationsfinancial, logistics, and acquisition business processes in a single environment. The Novationcontracting offices for public sector agencies can improve theeir productivity byUmbrella Programs and Notice ofFair Opportunitycombining the federal business processes with commercial best practices available in ACRNgained from the fully automated, end to end capabilities in CLM extend to the ORCA & EDA Integrationsuppliers/providers who contract with government agencies. Unsolicited Lines Multiple Active Offers and MultipleRounds of OffersReduce total cost of ownership and supporrt strategic decisionmaking process Post Award RequestsBy providing core contract writing functionality within the ERPP, Oracle Contract Lifecycle Military Inter departmental PurchaseRequestsManagement eliminates costly and difficult to maintain integrrations with niche Automated Contract Closeoutreconciliation issues associated with multiple disparate systems for procurement, Undefinitized Contract Actionsfinancials and logistics needs. Contracting officers can focuss on value added activities Exhibit Lines (ELINs) & DataDeliverables (CDRLs)including data analysis and data management, yielding betteer negotiations and Integration with EPLS (SAM)and reconciling data across these disparate systems. CLM provides contracting officers Integration with WDOLwith actionable information for strategic sourcing and workloaad management. By Integration with Clause Logic Serviceproviding comprehensive business intelligence with a single source of data, CLM administration and close out of contracts. . The contracting cycle time as well as thethe Oracle Advanced Procurement Suite of products. The effficiencies and other benefitsprocurement applications. CLM also eliminates the data transformationnandcontracts, instead of spending their valuable time in navigatinng across multiple systemsprovides transactional traceability, auditability and data transsparency. It enables2 ORACLE IPROCUREMENT

ORACLE DAT A SHEET Protest Tracking Event Based Deliveries Small Business Co ordination Record(SBCR) Payment Instructions Purchase Request Data Standard(PRDS) Procurement Data Standard (PDS)contracting officers with strategic planning and improved deccision making.Key FeaturesCLM supports the authoring of FAR/DFARS compliant documments and also enablescontracting officers to print various documents in appropriatee forms and formats used bygovernment. Federal nomenclature is supported across all user interfaces and menusto ensure familiarity and ease of use for federal users. CLM provides seamlessintegration between financial and acquisition areas with a sinngle, integrated systemproviding transparency and visibility to the entire enterprise. CLM offers out of the boxintegration with Integrated Acquisition Environment (IAE) sysstems like FPDS NG andFedBizOpps.Effectively Manage Pre Solicitation ActivitieesCLM offers a wide range of support for pre solicitation activitiies leading to the creationand administration of a solicitation document. In the pre soliccitation phase, formalAcquisition Plans are created by authorized users. The Acquuisition Plan can then belinked to Purchase Requests and related solicitation documeents. CLM enablesemployees of federal agencies to perform various requisitionning activities, from routineto complex. Requesters can create, manage and track their requisitions using anintuitive web based interface, while agencies can ensure thatt preferred pricingagreements are reflected in requisitions. CLM supports federral requisition featuresincluding CLIN/SLIN, federal document numbering, option linnes, complex pricingcontract types in accordance with FAR Part 16 requirementss, additional federalattributes, and incremental funding capabilities. The Requisiition Amendment feature inCLM enables the requester to make changes to approved reequisitions, even afterRequisition lines have been solicited, offers have been receivved, and a draft award hasbeen created. The requester can add additional funds to requuisition lines through anamendment and can carry it over to an existing award or moodification document. CLMalso provides contracting officers with the capability of acquissition plan administration,workload assignments and PALT (Procurement Action Lead Time) tracking.Effectively Manage the Solicitation & Offer ProcessPurchase Request documents can be carried over to a formaal solicitation document inorder to receive competitive proposals from interested supppliers/service providers.CLM supports the authoring of FAR/DFARS compliant solicittation and solicitationamendment documents while supporting CLIN/SLIN structurres, federal documentnumbering, option lines, complex pricing contract types in acccordance with FAR Part 16requirements, additional federal attributes pertinent to federaal business, and federalnomenclature that is familiar to Procurement Office staff. Sollicitations are rendered onstandard forms (SF18, SF33, SF1449, SF1447, and SF14422). Depending on the dollarvalue of the anticipated procurement, CLM also enables subbmission of the required Pre solicitation notice to FedBizOpps for purposes of announcingg the Procurement Office’sintent to release a solicitation. Following the posting to FedBBizOpps, authorized usersmay utilize CLM to finalize and release the solicitation packaage for either directedprocurements or for public competitive scenarios. Following receipt of Offers throughthe Surrogate Offer process, CLM facilitates the evaluation of the documents fornegotiation/award to assist with the award decision process.3 ORACLE IPROCUREMENT

ORACLE DAT A SHEETWhen changes need to be made to a solicitation prior to Conntract award due to suppliercomments or questions, a need to clarify requirements, or a changecto the requirements,CLM enables the creation of an amendment to the solicitation document. A systemgenerated description, highlighting the changed elements of the solicitation, providesvisibility to internal staff as well as vendors and suppliers whoo may wish to provideProposals in response to the solicitation. Solicitation amendmentsmare rendered on theSF30.Automate and Streamline the Contract Awaard processCreate Strategic Agreements with Indefinite Delivery Vehicles (IDVs) andinitiate Orders referencing the IDVsCLM enables you to manage IDVs (BPAs, Basic Agreementss, BOAs, and ID/IQContracts) effectively. IDVs can be created with applicable teerms and conditions alongwith complex ordering and pricing arrangements including quuantity based pricing. CLMsupports creation of IDVs with various constraints like maximmum and minimum amountor quantities that need to be ordered, maximum or minimum amount that need to beordered over the life of the IDV etc. When orders are createdd against these IDVs, CLMensures that the ordering constraints are honored before theese orders are approved.CLM also supports the seamless flow of information related to suppliers, pricing andother federal attributes from the IDVs on to the Orders that are created against thoseIDVs.Effectively Manage Standalone AwardsCLM helps procurement professionals to streamline their awwards (standalone contracts,purchase orders) processing. In a typical business scenario, a requisition document isfirst issued and approved, followed by issuance of a Solicitattion, which is negotiated andfinally awarded to the successful vendor/supplier. Awards can also be created directlyfrom a requisition that has committed funding. In this casee too, the standalone awarddocument includes all of the federal compliant document caapabilities including supportfor CLIN/SLIN structure, document numbering, Complex Priccing Contract Types, OptionLines, Incremental Funding, Federal naming conventions and integration with OracleFinancials.Streamline the formal Contract Modifications processAward and IDV documents may be modified to allow foor needed changes to thedocument, such as adding new items or services, or changges to price and quantity ofthe procured item / service, or change to the requirementss/deliverables or Terms andConditions of the award or an increase/decrease to the sccope of work. Modificationsmay also be issued to make administrative changes to ann award, such as making achange to an address of one of the government parties to the contract, or to revise anamed point of contact in a procurement office. With CLM’ss modification feature, userscan create a formal modification document to capture the chhanges or additions made toan award or an Indefinite Delivery Vehicle (IDV) documennt. Modifications are createdand maintained as separate documents within the CLM systtem. While the modificationis being processed, CLM allows its users to continue transacctions on the original award /4 ORACLE IPROCUREMENT

ORACLE DAT A SHEETIDV (receipts, invoices, orders referencing the IDV, etc.). Users can approve themodification document with the help of a configurable appproval process. When themodification document is approved the changes are mergeed to create a conformedversion of the award or IDV.Standardize Contracts Process and Reducee Time to ContractCLM will allow the contracting officers to create quality contraacts by leveraging thecontract authoring capabilities in the product. This will enablee faster contract creationand reduce risk by implementing enterprise standards and prroviding flexibleadministration. Sections and clauses in contracts can be noww managed based on thedocument type like solicitation, solicitation amendment, etc.Structure Supplier Communication, Simplifyy Fulfillment andPaymentKEY BENEFITS Accommodate routine and complexprocurements in a single system Compliance with government(FAR/DFARS) and agency specificregulationsOracle iSupplier Portal module for CLM, with its powerful plaatform for onlinecollaboration, enables you and your suppliers to become moore efficient. Suppliersaccess the latest information, including awards, delivery inforrmation, and paymentstatus. The rich two way collaboration enables suppliers to submit advance shipmentnotices and online invoices and allows the buying organizatioon to get improved servicefrom suppliers by sharing delivery and quality data. Out of the box integration with IAEsystems Enhanced Contracting officeproductivity with end to end automation Timely and accurate issuance ofcontractual documentsOracle’s Business Analytics capabilities to create strategic reeports and intelligence Reduced procurement lead timebusiness intelligence will provide deeper business insight, ennable strategic planning and ERP integrated systemenhanced decision making capabilities. Direct integration with Oracle FederalFinancialsPurchase Request Data Standard (PRDS) Minimize the cost and complexity forintegration to disparate systems Access to actionable information forworkload assignment and strategicdecisions Data traceability through single sourceof truth for procurement dataEnable strategic decision making using Bussiness IntelligenceCLM users can leverage the comprehensive procurement traansaction footprint anddashboards using data that resides in the connected data moodel. The enhancedCLM has the capability to generate Purchase Request Data Standard (PRDS) XML forapproved requisitions and also it enables users to generate PRDS XML filesautomatically. This capability establishes standard and accurrate data that is incompliance with Department of Defense standards. The purcchase requisition is also thesource for critical data used in contract awards, and thus acccurate PRDS XML outboundgeneration is more important than ever before.Procurement Data Standard (PDS)CLM also has the capability to receive purchasing documentts in PDS (ProcurementData Standard) format and create Award/IDV/Modification. Using Service InvocationFramework and BSO Webservices, PDS XML is transformedd intoAward/IDV/Modification.Flexible Deployment Options Integrated or StandaloneCLM may be deployed in a number of optional configuratioons to provide a best fit foryour current infrastructure landscape. Some of the options innclude:5 ORACLE IPROCUREMENT

ORACLE DAT A SHEET CLM deployed as part of a complete EBS installattion CLM deployed as partof a larger EBS implementation with an out of thee box integration to all of theproducts in the Advanced Procurement Suitee, including iProcurement,Purchasing, Sourcing, iSupplier Portal, and otherr related products, such asFederal Financials.RELAT ED PRODUCTS CLM deployed in a standalone manner In this opption, CLM can be integratedto any external Financials system, including a prevvious version of Oracle EBSOracle Advanced Procurement includesadditional complimentary solutions thatprovide valuable integration to CLM(please refer to Figure 2), PeopleSoft, or any legacy financial system(s). Procurement Contractsexample for EBS 11.5.10. The touch points will moostly remain the same in the Purchasingcase of any other non EBS external system. iProcurement iSupplier Portal Sourcing Federal Financials Oracle AnalyticsRELAT ED SERVICESFigure 2 illustrates CLM touch points with an external system using theSourcing (Solicitation /SolicitationAmendment)iProcurement (PR/PR Amendment)Purchasing(IDV/Award/Modification)12.1.3 CLM instancePR, AwardInformation,Modification, FundingInformationFundingConfirrmation, Receipt& Innvoice ExtractThe following services are availablefrom Oracle Support Services: Oracle E Business Suite on OracleCloud Oracle E Business Suite Accelerators Oracle Application Solution Centers Oracle University Oracle ConsultingCopy ofPurchaseOrdersReceivingFINANCIALS (AP,, Federal Financials, GL)11.5.10 EBS InstanceFigure 2: CLM Integration Touch points (Based on Exterrnal EBS 11.5.10Integration)Contract Lifecycle Management for Public Sector— TheComplete SolutionOracle E Business Suite enables companies to efficiently maanage customer processes,manufacture products, ship orders, collect payments, and moore—all from applicationsthat are built on unified information architecture. This informaation architecture providesa single definition of customers, suppliers, employees, and products—all aspects of thebusiness. Whether one module or the entire Suite is implemmented, Oracle E BusinessSuite enables procurement professionals to share unified infoormation across theenterprise and make smarter decisions with better informatioon.6 ORACLE IPROCUREMENT

ORACLE DAT A SHEETCONTACT USFor more information about Oracle Contract Life Cycle Management, visit orracle.com or call 1.8800.ORACLE1 to speak to an Oracle representative.CONNECT W ITH r.com/oracleoracle.comCopyyright 2016, Oracle and/or its affiliates. All rights reserved. This document is provided forf information purposes only, and theconteents hereof are subject to change without notice. This document is not warranted to be error free, nor subject to any otherwarraanties or conditions, whether expressed orally or implied in law, including implied warrantiees and conditions of merchantability orfitnesss for a particular purpose. We specifically disclaim any liability with respect to this documment, and no contractual obligations areformeed either directly or indirectly by this document. This document may not be reproducedd or transmitted in any form or by anymeanns, electronic or mechanical, for any purpose, without our prior written permission.Oraclcle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners.Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trrademarks are used under license andare trrademarks or registered trademarks of SPARC International, Inc. AMD, Opteron, the AMDD logo, and the AMD Opteron logo aretradeemarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademaark of The Open Group. 0116

Standardize Contracts Process and Reducee Time to Contract . CLM will allow the contracting officers to create quality contraacts by leveraging the contract authoring capabilities in the product. This will enableefaster contract creation and reduce risk byimplementing enterprise standards andprrovidingflexible administration.