Creating a Master Agreement/State Price Agreement Awarded from a Solicitation Through the Evaluation
Process
This job aid describes the process to create a Master Agreement/State Price Agreement awarded from a Solicitation through the Evaluation Transaction.
If you need instructions for creating the EV, please refer to Awarding from an Evaluation (EV) job aid.
Enter EV in the Global Search field
Enter the Department, Unit, and ID.
Select Search.
Select the Evaluation ID link.
2. Create a Master Agreement/State Price Agreement from the Evaluation.
Select Edit.
Select Header.
Navigate to the Transaction Creation section.
Select MA or SPA1 from the Transaction Code pick list.
Enter the department code into the Transaction Department Code field.
Enter a Transaction Prefix (usually the current fiscal year).
Select Create Transaction.
3. Access the Master Agreement/State Price Agreement just created.
Select Awarded Items.
Select Award link.
4. Complete the General Information section of the Header tab.
Select Edit.
Update the Transaction Name and Transaction Description.
In the Procurement Details section, enter the Effective Being Date and Expiration Date
In the Transaction Defaults section, enter T&C Template if applicable.
5. Load T&C Template.
Select Related Actions.
Select Load Terms and Conditions.
Verify the correct Terms and Conditions are loaded under the Terms and Conditions tab.
6. View the Procurement Personnel section of the Header tab.
View Issuer ID and update if needed.
View Requestor ID and update if needed.
7. Viewing the Reporting section of the Header tab.
Review Reporting 1, Reporting 2, and Reporting 3 field and update as necessary.
8. Complete the Renewal Period tab (Optional).
Select Renewal Period.
Select Insert new Line.
Enter Renewal Period Length.
Select Renewal Period Unit.
Enter Notification Days Before Expiration.
Select Save.
9. Select Authorized Department.
Select Insert New Line.
Select Department.
Note: Type ALL in the Department field if you want to have the MA and SPA1 available to all Departments.
10. Select Vendor.
Enter the Address Code if it did not carry forward from the Vendor selected on the Evaluation.
Enter Vendor Contact ID it did not carry forward from the Vendor selected on the Evaluation.
Or, enter Contact Name and Phone it did not carry forward from the Vendor selected on the Evaluation.
Select Save.
11a. Review and update any information on the General Information section of the Commodity tab.
To review and update a Line Type of Service:
Review and modify CL Description, if necessary.
Review and Update Service From, Service To, and Service Contract Amount.
Select Save.
11b. To enter a Line Type of Item:
Review and modify CL Description if necessary.
Review Quantity, Purchase Unit, and Unit Price.
Select Save.
12. Upload attachments if necessary.
13. Select Validate and Submit.
