SAMS-Contracts & Obligations- Includes Master Agreements-AGE...

Contracts / Obligations- Including Master Agreements Agenda

External Agency Training


Course Overview

This course reviews key actions needed to manage obligations using Purchase Orders, Master Agreements, and Delivery Orders in SAMS. It also covers how to search for obligations and other inquiries.   

Length: 7  hours for ILT; 116 minutes for WBT

Audience: 
• Contracts Obligations Staff
• Contract Obligations Management

IOC Subject Matter Expert (SME(s):
• Sally Gosda
• Ariel Smith
• Sarah Robinson

Course Topics

• General Navigation Refresher (including Vendor search and user workflow)
• Manage Purchase Orders (PO) 
• Manage Delivery Orders (DO)
• Review Contract & Obligations Search and Inquiries
• Manage Master Agreements (MA)

Training Support Materials: 

• OC-100 Contacts & Obligations Overview
• OC-102 Manage Purchase Orders (PO)
• OC-104 Manage Master Agreements (MA)
• OC-105 Delivery Orders (DO)
• OC-108 Contracts & Obligations Search and Inquiries

General Navigation Job Aids
• GS-101 Navigation Overview 
• GS-103 Transaction Overview
• GS-104 Common Transaction Actions 


Example ILT Agenda

Welcome & Introductions (8:30a – 8:45a) 
General navigation refresher (8:45a – 9:15a) 
• Navigation Overview
• Transactions
• Workflow Processing (Phases & Statuses)
Manage Purchase Orders (PO) (9:15a – 10:45a)
• Create a Purchase Order Transaction (PO)
• Modify an existing PO 
• Practice - Exercises 

Break (10:45a – 11:00a)

Manage Delivery Orders (DO) (11:00a – 12:00p) 
• Create a Delivery Order (DO)
• Modify a Delivery Order
• Practice - Exercises 

Lunch (12:00p – 1:00p)

Continue Manage Delivery Orders (DO) (1:00p – 1:45p) 

Contracts & Obligations Search and Inquiries (1:45a – 2:15p)

Break (2:15p – 2:30p)

Manage Master Agreements (MA) (2:30pm – 4:00pm) 
• Create a Master Agreement (MA)
• Modify an existing Master Agreement
• Practice - Exercises 
Closing
• Updates, Closing activities from the State Training Team (4:00p – 4:30p)