Consultant Agreement Management Monies Tab

Description

This screen is part of the Consultant Agreement Management subsystem that is used to create an agreement root or to add parts, supplements invoices or PMS Reference numbers to an existing agreement. Monies Tab screen allows the user to collect information relative to the type of contract and its monetary value. The Monies Tab is accessed by clicking on the “Agreement Package Management” option on the CAS Welcome page and then clicking on the “Monies” Tab.

Fields

Field Name	State	Description
Initiating Organization	Protected conditionally	This field will contain the value entered in the “Dates and Descriptions” tab.
County Code	Protected conditionally	This field will contain the value entered in the “Dates and Descriptions” tab.
Agreement #	Protected conditionally	This field will contain the value entered in the “Dates and Descriptions” tab.
Original Agreement Amount Pay + Indirect	Editable – optional	Maximum payroll and indirect costs
Original Agreement Amount Other Inhouse	Editable – optional	Maximum inhouse costs
Original Agreement Amount Out Direct	Editable – optional	Maximum out direct costs
Original Agreement Amount Fixed (Net) Fee	Editable – optional	Maximum fixed fee costs. "Specific Rate of Compensation", "Total Cost of All Units of Work" and "Lump Sum" are also captured in this field.
Original Agreement Amount Premium Pay	Editable – optional	Maximum premium pay costs
Original Agreement Amount Contingency	Editable – optional	Maximum contingency costs
Original Agreement Amount Total	Editable – optional	Value must equal the total of all Original Agreement Amount fields entered.
Cumulative Contingency Authorized	Protected	Read only.
Current Engineering Costs – Pay + Indirect	Protected	Pre-filled with value calculated by the system based on parts.
Current Engineering Costs – Other Inhouse	Protected	Pre-filled with value calculated by the system based on parts.
Current Engineering Costs – Out Direct	Protected	Pre-filled with value calculated by the system based on parts.
Current Engineering Costs – Fixed (Net) Fee	Protected	Pre-filled with value calculated by the system based on parts.
Current Engineering Costs – Premium Pay	Protected	Pre-filled with value calculated by the system based on parts.
Current Engineering Costs – Contingency	Protected	Pre-filled with value calculated by the system based on parts.
Current Engineering Costs – Total	Protected	Pre-filled with value calculated by the system based on parts.
Cumulative Invoice – Pay + Indirect	Protected	Pre-filled with value calculated by the system based on parts.
Cumulative Invoice – Other Inhouse	Protected	Pre-filled with value calculated by the system based on parts.
Cumulative Invoice – Out Direct	Protected	Pre-filled with value calculated by the system based on parts.
Cumulative Invoice – Fixed (Net) Fee	Protected	Pre-filled with value calculated by the system based on parts.
Cumulative Invoice – Premium Pay	Protected	Pre-filled with value calculated by the system based on parts.
Cumulative Invoice – Contingency	Protected	Pre-filled with value calculated by the system based on parts.
Cumulative Invoice – Total	Protected	Pre-filled with value calculated by the system based on parts.
Balance – Pay + Indirect	Protected	Pre-filled with value calculated by system based on current Pay + Indirect costs minus cumulative invoice Pay + Indirect costs.
Balance – Other Inhouse	Protected	Pre-filled with value calculated by system based on current Other Inhouse costs minus cumulative invoice Other Inhouse costs.
Balance – Out Direct	Protected	Pre-filled with value calculated by system based on current Out Direct costs minus cumulative invoice Out Direct costs.
Balance – Fixed (Net) Fee	Protected	Pre-filled with value calculated by system based on current Fixed (Net) Fee costs minus cumulative invoice Fixed (Net) Fee costs.
Balance – Premium Pay	Protected	Pre-filled with value calculated by system based on current Premium Pay costs minus cumulative invoice Premium Pay costs.
Balance – Contingency	Protected	Pre-filled with value calculated by system based on current Contingency costs minus cumulative invoice Contingency costs.
Balance – Total	Protected	Pre-filled with value calculated by system based on current Total costs minus cumulative invoice Total costs.

Actions

Action	Description
	Note: The following identifies all possible buttons that may appear for this screen. However, they may not ALL appear, depending on the sequence of events and whether an agreement root already exists.
Search	When the user clicks on the Search button, the Search Criteria for Agreement Roots screen is displayed for the user to search for other agreement roots.
New Entry	When the user clicks on the New Entry button, the Consultant Agreement Management screen will be re-displayed with all enterable fields enabled for the user to input information pertaining the agreement root.
Save	When the user clicks on the Save button, the agreement root will be saved to the database and the user will be returned to the Consultant Agreement Management screen with the fields pre-filled with the information entered. All required fields on all tabs need to be entered before the record can be saved.
Cancel	When the user clicks on the cancel button, any information entered will NOT be saved to the database and the user will be returned to the Consultant Agreement Management screen with all fields unchanged.
Edit	When the user clicks on the Edit button, the Consultant Agreement Management screen will be re-displayed with all enterable fields enabled for editing.
Delete	When the user clicks on the Delete button, a message box will appear to confirm that the agreement root should be deleted. If the user confirms the deletion of the agreement root, the agreement will be removed from the database and the Consultant Agreement Management screen will be redisplayed with all fields blank.
Print	When the user clicks on the Print button, a print browser will be displayed containing all information relative to the agreement record. The user can then print the information to a specified printer.

Created by
Joseph D Howe/PennDOT on 03/16/2005 at 10:49:57 AM