📖 Glossary of Terms
Term | Definition |
Organization | The top-level structure of your business in CLEATUS. It can manage multiple Entities, but subscriptions, contracts, and bidding activities are handled at the Entity level. |
Entity | A distinct business unit within your Organization that manages its own contracts, compliance, subscription, and Pursuits. Each Entity has its own UEI & CAGE Code. |
Contract | A formal agreement at the federal, state, or local level for goods or services, forming the basis for Opportunities. |
Opportunity | A contract that matches your Entity’s capabilities, either automatically identified by CLEATUS AI or manually added. |
Compliance Score | A CLEATUS-generated metric that evaluates how well your business aligns with an Opportunity’s requirements. |
Pursuit | A tracked Opportunity inside CLEATUS where you can manage bid progress, assign users, log notes, and store key documents. |
Teaming | The process of partnering with other government contractors to increase your capabilities and improve your chances of winning. CLEATUS provides access to over 800,000 contractors for teaming opportunities. |
🏢 Organization
An Organization in CLEATUS represents the overall structure of your business. It can contain multiple Entities, each functioning as a separate business unit under the same Organization.
At the Organization Level, You Can:
✅ Assign user roles and control access to specific Entities.
✅ Oversee multiple Entities, but each Entity has its own subscription.
💡 Pro Tip:
Even if your Organization has multiple Entities, each Entity is billed separately.
🏢 Entity
An Entity is a distinct business unit within your Organization. Each Entity:
✅ Manages its own contract proposals, compliance, and settings.
✅ Has its own CLEATUS subscription (billing is per Entity).
✅ Has a Unique Entity Identifier (UEI) and CAGE Code.
✅ Operates independently while remaining part of the larger Organization.
Why Use Multiple Entities?
If your business serves different industries, locations, or certifications, structuring your Organization into multiple Entities allows you to customize contract strategies for each one while keeping finances separate.
💡 Pro Tip:
You can add multiple Entities under one Organization, but each Entity requires its own subscription to access CLEATUS features.
📜 Contract
A Contract is a government agreement at the federal, state, or local level to provide services or goods.
How CLEATUS Uses Contracts:
✔️ Serves as the foundation for Opportunities (contract matching & proposal writing).
✔️ Add to Opportunities to Trigger AI-powered tools (document analysis, compliance scoring, proposal generation).
🎯 Opportunity
An Opportunity is a contract that matches your Entity’s capabilities, either:
🔹 Automatically identified by CLEATUS AI based on your Entity Profile, or
🔹 Manually added by you.
Once a Contract Becomes an Opportunity, CLEATUS Activates All AI-Features:
✅ Document Analysis – CLEATUS scans all contract documents for key requirements.
✅ Compliance Score – Evaluates how well your business aligns with the contract.
✅ GovCon AI Assistant – Provides insights and guidance on bidding strategies.
✅ AI Proposal Builder – Generates a compliant, tailored proposal for submission.
📊 Compliance Score
The Compliance Score is a CLEATUS-generated metric that evaluates how well your business meets an Opportunity’s requirements.
Key Factors That Influence the Compliance Score:
📌 Certifications (e.g., HUBZone, SDVOSB)
📌 NAICS Codes (Industry classifications)
📌 Past Performance Records (Previous government contract success)
📌 Geographic Preferences (Where your business operates)
📌 Financial and bonding capacity
💡 A higher Compliance Score means a stronger fit for the contract—helping you make faster, more confident Bid/No-Bid decisions.
📌 Pursuit: Track & Manage Your Bid Pipeline
A Pursuit is a tracked Opportunity inside CLEATUS where you can manage your bid progress and keep your team organized.
What You Can Do in a Pursuit:
✅ Track progress using Kanban or List View.
✅ Assign users to manage specific Opportunities.
✅ Log notes & conversations to keep everything organized.
✅ Store important documents (solicitations, pricing sheets, compliance reports).
💡 Why Use Pursuits?
Pursuits turn contract opportunities into a structured pipeline, helping your team stay aligned and ensuring nothing falls through the cracks.
🤝 Teaming: Find the Right Partners
Teaming allows you to partner with other government contractors to expand your capabilities and improve your chances of winning larger contracts.
How CLEATUS Helps You with Teaming:
✅ Access a database of 800,000+ government contractors.
✅ Find partners based on certifications, past contracts, and capabilities.
✅ Strengthen your bids by forming Joint Ventures or Prime/Subcontractor partnerships.
💡 Why Team Up?
If you lack past performance or don’t meet all contract requirements, teaming up with another contractor increases your credibility and win potential.