How to use this worksheet
Use this worksheet before a customer questionnaire, IT-provider meeting, or internal information-protection review. Keep answers factual. If a question affects a contract, legal duty, official program submission, or customer representation, verify it before relying on it.
1List information types
- Customer drawings or specifications
- Government or prime-contractor work instructions
- Project schedules, site notes, and delivery records
- Technical reports, inspection photos, or test results
- Security questionnaires and customer onboarding records
- Pricing, bid, payroll, banking, and tax records
2Mark the source
- Customer-provided
- Government-provided
- Generated by your business for the contract
- Received from a subcontractor
- Created by an IT, engineering, or professional-service provider
3Choose a handling group
- Public
- Ordinary internal
- Customer-sensitive
- Government-sensitive
- Contract-controlled
- Uncertain / ask before sharing
4Record open questions
- Who says this information is controlled?
- What document gives the handling rule?
- Can subcontractors access it?
- Where may it be stored?
- What happens at contract closeout?
Suggested output
After completing this worksheet, create a dated internal note listing open questions, documents to verify, people to involve, and decisions that should not be made without qualified review.
Official sources to verify
Use these official sources for current requirements. This page is educational and may not reflect every contract-specific detail.