What I Need to Know: Confidential Clients with NDAs

Unanet CRM Company Records for Corporate Service and Other Clients we have Non-Disclosure Agreements with

Company Records

Within company records in Unanet CRM, there is a mandatory field titled “Confidential Company?”

This is required when entering a new company and/or editing company records
The corporate services group will be the primary manager of this group of companies as they usually have NDA’s as part of the Master Service Agreements, however there are others in various markets as well (e.g. Kaiser is a client with and NDA for instance) and this process applies to them depending on the Confidential/NDA requirements.
When the "Confidential Company?" field is marked as "Yes", the project address AND project costs will also be marked as confidential when the Company record is associated to a Project record as a Client or Owner.

Reports

On your home page you will see a report titled “00-Clients with NDA’s”

This report is based on the mandatory field “NDA/Confidential Client” in the company record
Provides a dynamic list of all clients we have NDA’s with

Project Data

You should run the “00-Clients with NDA’s” report periodically to ensure you are aware of what clients have NDA’s and that your Division’s Project Data is in conformance with Client Confidential/NDA requirements as outlined below.

Using the companies listed in this report, you should then run a project report listing the following fields for all the projects in your division.

Firm Org Division (Remember to filter by Division for all Divisions you are responsible for)

Project Name
Project Number
Client Name
Owner Name
Owner’s Rep Name
You can use the Boolean to focus in on specific client, owner, and Owner’s reps that match the Client’s with NDA’s report

Example results of the above screen shots -

For the projects that have either a client, owner, or owner’s rep matching ANY company on the “00-Clients with NDA’s” report, the following process applies:

In the Project Summary Tab under Project Details
- Change the “Published Project Name” to avoid naming the client or specific location. Things you can denote include (w/ some examples):
  - General Location (ie: Downtown San Francisco/Los Angeles, San Francisco Business District, Silicon Valley)
  - Type of Work (ie: Creative Office Space, Data Center, High End Retail Space)
  - Confidential Client Type (ie: Confidential Tech Client, Confidential Financial Services Client, Confidential Retail Client)
- Modify the “Publishable Reason” under Project Details to denote “Non-Disclosure Agreement” (you can multi-select by holding down “Ctrl” and clicking if you need to)
- If you want the project to show up on resumes and project sheets you MUST have “Publishable Project” as “Yes”
Under the Owner/Client tab
- Go to “Edit” for the line under Owner/Client Companies for each company that matches on the report
- Under Owner/Client Confidential click “Yes” and then “Save"
Under the Construction Costs Tab, click in the box for "Cost Confidential?" so it turns to "Yes" and highlights in Yellow.
In Descriptions: Make sure the client name and address of the project, along with any specific identifying information, is excluded and only generically referenced similar to Published Project Name