Contract Analyst

Contract Creation

Quick Reference Guide

Version 3.0
Revised 7/08

The Children’s Trust

Because All Children Are Our Children

3150 SW Third Avenue (Coral Way)

8th Floor
Miami, FL. 33129
Phone: 305-571-5700
Fax: 305-857-9592
 Quick Reference Guide
Contract Analyst Contract Creation

Overview

Contract Creation

1. Creating a new contract can be performed using one of two methods:

a) Create a blank contract – this method is used for all new providers that have not had
a contract with The Children’s Trust.

b) Create a new contract from an existing contract – this method is used for the
renewal of any contract or for an existing provider with the same program previously
funded. (This is the only option that allows Contract Managers to copy certain contract
information including deliverables.)

Contract Creation Deadlines

1. Contracts with a start date up to and including August 1st, 2008 must be entered into
Contract Analyst by August 30th, 2008 using one of the methods listed above.

2. Contracts with a start date on or after August 2nd, 2008 must be entered into Contract
Analyst by the begin date of the contract.

3. Beginning September 1st, 2008, any contract that exists in the Black Book with a start date
up to and including September 1st, 2008 that does not exist in Contract Analyst will be
uploaded automatically from the Black Book. This process will be repeated on the 1st day
of each month thereafter. Only basic contract information will be copied from the Black
Book which results in additional work for Contract Managers. Once the upload from the
Black Book has been completed, it is no longer possible to copy the data into Contract
Analyst. Contract Managers will then be required to enter and update all contract
information manually.

Contract Analyst Contract Creation QRG V 3.0 Revised 7/08 Page 2 of 6

 Quick Reference Guide
Contract Analyst Contract Creation

Login to Contract Analyst using the assigned To create a new contract, click the Add Contract
username and password. button.

An alternate method is to click Contracts, then When creating a brand new contract, click Select
click Create a New Contract.

When creating a new contract using the copy When the Create a New Contract screen displays,
method, select the radio button next to New select the Display all Contracts checkbox.
Contract from an existing Contract, then click
Select.

Contract Analyst Contract Creation QRG V 3.0 Revised 7/08 Page 3 of 6

 Quick Reference Guide
Contract Analyst Contract Creation

The contract columns can be sorted in either Once the correct contract is found, click anywhere
ascending or descending order. Click a column on that line, then click Select.
heading to sort that column in ascending order,
click the column heading a second time to sort
that column in descending order. Sorting can be
performed on all 3 columns individually.

The table selection window displays. Deselect Once all checkmarks have been cleared, select
the Select All Tables checkbox only the following tables to be copied.

Select the Contract Information checkbox. Select the Contract Contacts, Subcontractors
and Deliverables checkboxes, then click Select.

Contract Analyst Contract Creation QRG V 3.0 Revised 7/08 Page 4 of 6

 Quick Reference Guide
Contract Analyst Contract Creation

Type the new contract number in the Contract # Ensure that the contract number is correct, then
field. click Create.

If you are creating a brand new contract, the above screen displays. Enter pertinent data on all
relevant screens, then click Save.

Contract Analyst Contract Creation QRG V 3.0 Revised 7/08 Page 5 of 6

 Quick Reference Guide
Contract Analyst Contract Creation

If you are creating a copy of a contract, the above screen displays. Change the Contract Title as
well as any other information that is incorrect for the new contract. Enter pertinent data on all
relevant screens, then click Save.

Notes

Contract Analyst Contract Creation QRG V 3.0 Revised 7/08 Page 6 of 6