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.  

Type "EV" in the Global Search field
Enter Department, Unit, and ID. Select Search.

2. Create a Master Agreement/State Price Agreement from the Evaluation.

Create a Master Agreement/State Price Agreement using the Evaluation.

3. Access the Master Agreement/State Price Agreement just created.

Create a Master Agreement/State Price Agreement using the Evaluation.

4. Complete the General Information section of the Header tab.

General Information section of Header tab: Fill in essential details like name, contact info, and date.
Input the Effective Being Date and Expiration Date in the Procurement Details section.
 Add T&C Template in Transaction Defaults section if needed.

5. Load T&C Template.

 Load T&C Template

6. View the Procurement Personnel section of the Header tab.

Procurement Personnel in Header tab.

7. Viewing the Reporting section of the Header tab.

Reporting section in Header tab.

8. Complete the Renewal Period tab (Optional).

Complete the Renewal Period section if desired.

9. Select Authorized Department.

selecting the Authorized Department from a list of available departments.

10. Select Vendor.

Vendor selection

11a. Review and update any information on the General Information section of the Commodity tab.

Updated General Information section on Commodity tab. Check for revised details.

11b. To enter a Line Type of Item:

Review and modify CL Description if required. Verify Quantity, Purchase Unit, and Unit Price. Save.

12. Upload attachments if necessary.

13. Select Validate and Submit.

Validate and Submit buttons highlighted