Master Service Agreement Business Process
Use the Master Service Agreement (MSA) business process to track company-level arrangements that enable agreements with vendors to provide services across multiple projects. By using the Work Release business process, this business process is released on a per-project/per-period basis with work authorizations against a previously determined maximum.
Characteristics
This is a Company-level business process without a workflow, provided in the system template.
Record Statuses
| Status | Resulting State |
|---|---|
| Approved | non-terminal |
| Awaiting_Review | non-terminal |
| Canceled | non-terminal |
| Pending_Approval | non-terminal |
| Rejected | non-terminal |
| Sent_for_Revision | non-terminal |
Creating a Master Service Agreement Record
Create a Master Service Agreement record by navigating to Company Logs / Master Service Agreement on the Company Workspace tab, or from the Tasks log on the Company Workspace or Home tab.
Complete the Master Service Agreement form and attach related documents, if needed. After completing the form, select Save to create a record and keep it in editable mode, or select Submit if you are finished and ready to commit the record.
Note:
You must enter a value in all required fields (*) before you can save the form.- Go to the Company Workspace tab, and switch to User mode.
- In the left Navigator, select Company Logs, and then select Master Service Agreement.
- On the Master Service Agreement page, select Create. Refer to the tables below to complete the form. You can select Save at any time to create a record and keep it in editable mode.
- Select Add Attachment, select Unifier Folder, select a file, and select OK. The Attachments link indicates one file is attached to the record.
- After completing the form, select Submit.
Completing the Master Service Agreement Form
Key Information
Key information about this MSA is provided below.
| Field Name | Access | Description |
|---|---|---|
| Title | Required | Enter a title. |
| Vendor | Required | Select the vendor for this record. |
| Contract Number | Editable | The unique number for the contract, which might come from a corporate financial system |
| Amount | Read-Only | Amount of this record or line item |
| Due Date | Editable | Target completion date for this record. A default duration has been set by your administrator but can be overridden here for this record. |
| Status | Required | Enter the record status. |
Description
Enter the description or scope of this MSA. This information might appear in any formal printouts of this MSA.
| Field Name | Access | Description |
|---|---|---|
| Short Description | Editable | Enter a description of 250 characters or fewer. |
| Detailed Description | Editable | The detailed information about the short-description field. The field size can be expanded. |
MSA Details
Details about the MSA should be entered below.
| Field Name | Access | Description |
|---|---|---|
| MSA Contract Type | Editable | The contract vehicle that is used for the MSA |
| Priority | Editable | The priority of this record |
| Effective Date | Required | Enter the date this record takes effect. |
| Contract Completion Date | Editable | The target completion date of the contract |
| Payment Terms | Editable | The payment terms (in days) for this contract |
Default Units
Use the fields below to specify how this MSA will be built. The selections here will be used for new line items that are added but can be changed per line item.
| Field Name | Access | Description |
|---|---|---|
| Unit of Measure | Editable | Enter the Unit of Measure used for the Unit Quantity and Cost Per Unit amounts. |
| Unit Quantity | Editable | Unit quantity to be used to calculate the Cost Per Unit for this record |
| Cost per Unit | Read-Only | The total cost divided by the unit quantity for this record |
Vendor Information
Details of the Vendor for this MSA
| Field Name | Access | Description |
|---|---|---|
| Legal Vendor Name | Read-Only | Lists the legal vendor name if the vendor name is different from the vendor full legal business name, the vendor has a name longer than 50 characters, or both. |
| Vendor ID | Read-Only | Populates based on the selected Vendor. If not integrated with an external system, leave blank. |
| Vendor a Unifier User? | Required | Indicates whether or not the vendor should be CCed when the contract is approved. CCing the vendor allows the vendor to see the contract, with some restrictions, as well as to access the contract when creating Change Orders, Payment Applications, or other business processes. |
| Vendor User | Editable | Indicates whether the vendor is a user in the system |
| Vendor Contact First Name | Editable | First name of the main vendor contact |
| Vendor Contact Last Name | Editable | Last name of the main vendor contact |
| Vendor Contact Phone | Editable | Phone number of the main vendor contact |
| Contact Email | Editable | Contact email address for the main vendor |
Vendor Address
Vendor address to be used for this MSA
| Field Name | Access | Description |
|---|---|---|
| Vendor Address to Use | Required | The vendor address to use for this transaction. By default, the vendor's primary address is used. |
| Alternate Vendor Address | Editable | The alternate address listed for this Vendor. |
| Address | Read-Only | The street address, P.O. box, apartment, suite, unit, building, floor, and so on. Do not include the contact's name. |
| City | Read-Only | City |
| State/Province | Read-Only | The state or province |
| State/Province - Other | Read-Only | If selecting a country without defined states, provinces, or regions, this field provides additional information. |
| Country | Read-Only | Country |
| Zip/Postal Code | Read-Only | ZIP Code or postal code |
MWBE Tracking
Track the Minority/Women-owned Business Enterprise (MWBE) participation on this MSA.
| Field Name | Access | Description |
|---|---|---|
| Designations | Editable | Special designations applicable to this business |
| MWBE Contract Target % | Editable | The value of the Target for Minority-owned and Women-owned business enterprises (MWBE) for this contract |
| MWBE Contract Actual % | Editable | The actual MWBE percentage (MWBE Contract Actual Amount / Total Completed and Stored to Date) |
(Internal) MSA Primary Contact
Specify the main internal contact for this MSA. By default, this is set to the record creator. Their contact information will be used to complete the remaining fields.
| Field Name | Access | Description |
|---|---|---|
| Main Contact | Editable | Internal main contact for this contract |
| Read-Only | Main contact's email address | |
| Mobile Phone | Read-Only | Main contact's mobile phone number |
| Work Phone | Read-Only | Main contact's work phone number |
Record Information
| Field Name | Access | Description |
|---|---|---|
| Record Number | Read-Only | System-assigned record number |
| MSA Shell Classification | Required | Specifies the shell classifications where this MSA can be used. For example, Production Projects can only use Production MSAs. |
| Creator | Read-Only | Creator of this record |
| Creation Date | Read-Only | Date that this record was created |
| Record Last Update Date | Read-Only | Date that the record was last updated |
| Business Process Record URL | Read-Only | A shareable link to this record, for anyone with the necessary permissions |
Consolidating Line Items
Master Service Agreement line items can be consolidated from the following business processes: Master Service Agreement
Completing the Line Items tab
MSA Line Items
Cost for this MSA line item. This can be entered either as lump sum or unit rate.
| Field Name | Access | Description |
|---|---|---|
| Item Quantity | Editable | Enter the item quantity. |
| Unit of Measure | Editable | Enter the Unit of Measure used for the Unit Quantity and Cost Per Unit amounts. |
| Item Unit Cost | Editable | Enter the item unit cost. |
| Amount | Read-Only | Amount of this line item |
Description
Enter additional information specific to this MSA line item.
| Field Name | Access | Description |
|---|---|---|
| Short Description | Required | Enter a description of 50 characters or fewer. |
| Detailed Line Item Description | Editable | Enter additional detailed information about the line item description field. |