Set the foundation: level, sponsor, and records
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- Confirm the clearance level and form your offer requires45 min
This step produces a one-line specification — clearance level, exact form, investigating agency, and the person who confirmed it — that every later step in this playbook checks against. It looks simple and is not: offer letters routinely say only “must be able to obtain a clearance,” and the level you assume decides which form you fill, how deep the investigation goes, and roughly how many months it runs.
What to do.
- Read your offer letter and hiring package for the level — Confidential, Secret, or Top Secret; federal job announcements print it under “Security clearance required.”
- Fix the form: national security positions use the SF-86. Public-trust positions use the SF-85P — a suitability process, out of scope here.
- For cleared-contractor work, have the Facility Security Officer (FSO) read the level from the contract’s DD 254 — that document, not a recruiter’s memory, is authoritative.
- If the letter is vague, get the definitive answer in writing from the FSO or agency security office, and note the person’s name and date.
- Write the one-line spec and file it with the offer letter: “Secret · SF-86 · initiated by DCSA · confirmed by [name] on [date].”
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