Overview
An extensive number of steps are required when initiating and developing a new contract request. These request begin by creating a draft and sending for approval. ProcurementPath has two ways to begin initiating a contract request; through the portals, or through service management.
Procedure
Through the ProcurementPath Portal
Open the ProcurementPath Portal with the service management navigator.
Select New Contract Request.
Select the request type in the service catalog.
Fill out the form information.
Press Submit and press the view contract notification link.
New Request
Contract Information
| Field | Description |
|---|---|
| Number | Generated Identifier. |
| Location | Location of creation. |
| Requestor Name | Requestor’s name. |
| Department | Contract Department |
| Fiscal Year | Fiscal years of the contract. |
| Products and Services | Category of the contract (product, service, both). |
| Contract Start Date | Contract Starting date. |
| Contract End Date | Contract Ending date. |
| Total Project Value | Total value of the project. |
| Required Documents | List of required documents for the contract. |
| Documents Included | Check if documents are included with contract. |
| Master Contract | Number of parent/master contract |
| Type | Type of contract. |
| Priority | Contract priority. |
| Risk | Contract risk level. |
| State | Contract Request state. |
| Status | Status of the current state. |
| Designation | Request designation. |
| Workflow | Master workflow. |
| Required Market Research | List of required market research for contract. |
| Market Research Completed | Check if market research was completed prior to request. |
| Short Description | A short description of the contract. |
| Description | A full description of the contract. |
Management
| Field | Description |
|---|---|
| Contract Analyst 1 – 3 | Users assigned to contract analysis. |
| Contracts Manager | Manager group for the contract. |
| Contract Group | Group assigned to the contract. |
| Assigned to | Specific user assigned to the contract. |
| Read | List of users with read access. |
| Write | List of users with write access. |
Approver
| Field | Description |
|---|---|
| Approval | Status of approval. |
| Contract Approval Group | Group who can approve contract. |
Contract Info
| Field | Description |
|---|---|
| Synopsis | Synopsis description |
| Synopsis Posting | Synopsis posting description |
| Special Terms | Special contract terms |
| Terms (months) | Term length. |
| Option Period End Date | Option ending date. |
| Issuing Contracts Organization | Issuing contracts organization |
| Contract Option Periods | Options period date. |
Contract Notes
| Field | Description |
|---|---|
| Work note list | Contract Notes. |
| Activity | Activity timeline. |
Buttons
| Field | Description |
|---|---|
| Check in / Check out | Button to check in / check out the request for changes. |
| Request Approval | Notify approvers of status change request. |
Through Service Management
Select Stave Procurement Path > Contract Request > New Contract Request
The new contract information record displays the same input information as the portal.
Once the form information is completed, press Submit to save the request as a draft, or press Request Approval to send a notification to the approver group.