Agreement Settings page

Warning

Ensure configuration of the Agreement Settings is completed BEFORE creating a contract (MCD) proposal. Refer to Agreement Settings page.

Consider carefully setting these fields as the settings are fixed for the life of the contract, including the contract variation process. For example, if contract negotiation is set to occur during initial contract creation, it will occur during the contract variation process.

Once the MCD proposal is created, editing these agreement settings IS NOT possible.

A contract's Details tab > Agreement Settings page allows configuration of a contract's behaviour with the main contractor.

Note This page is not available unless on the Details tab > Settings page either:

Yes or Yes, with Electronic Signature value is selected in the Manage MCD field

Yes value is selected in the Manage Prices field.

Refer to Settings page.

Screen

the Agreement Settings page with all possible fields showing in the sections.

Fields

MCD Agreement Settings section

This section:

displays when selecting Yes or Yes, with Electronic Signature in the Settings tab > Details page > Manage MCD field (refer to Manage MCD)
configures if/how the MCD is negotiated with the main contractor (i.e. the Funded Organisation).

**TABLE:** MCD Agreement Settings section - fields and description
Field name	Description
Require Main Contractor MCD Agreement	Yes requires agreement (approval) by the main contractor (i.e. the Funded Organisation). Selecting Yes displays the additional fields: Approval Required Prior to sharing MCD with Main Contractor Manage Main Contractor MCD Response Deadline. Note Independent of Main Contractor (i.e. the Funded Organisation) engagement in the approval of the MCD, departmental approval is also requested before confirming a version as approved.
Require Clause Approval	Yes requires each individual clause to be approved rather than the entire contract.
Approval Required Prior to sharing MCD with Main Contractor	Yes requires departmental approval prior to sharing the MCD.
Manage Main Contractor MCD Response Deadline	Yes sets a time line for the main contractor (i.e. the Funded Organisation) to respond. Selecting Yes displays the Days for Main Contractor to Respond field. Enter the number of days.

Electronic Signature Settings subsection

Note This sub-section displays when Yes, with Electronic Signature is selected in the Details tab > Settings page > Manage MCD field. (Refer to Manage MCD)

Independently from this configuration (agreement settings) for both contract document and price list, an internal organisation approval workflow will be required prior a version could be set as approved.

**TABLE:** Electronic Signature Settings subsection - fields and description
Field name	Description
Electronic Signature Type	When selecting Advanced Electronic Signature (AES) the SMS Authentication Required field becomes read-only and automatically set to Yes.
Electronic Signature Route	Sequential means signatories sign the document one at a time. The name at the top of the list will be the first to sign. Parallel means signatories sign the document at the same time.
SMS Authentication Required	Yes will require two-factor authentication via SMS. This option requires prior knowledge of the mobile phone number of each signatory. When signing the document, each signatory receives an SMS with a PIN which must be entered to unlock the document for signing.
Manage Reminders	Selecting Yes displays additional fields which allows for customisation of timeframe reminders: Days Before Sending First Reminder Days Between Reminders.
Timestamp Used	Select Yes to enable a timestamp on the electronic signature of the contract.

Price List Agreement Settings Section

This section displays when selecting Yes in the Manage Prices field on the Settings tab. (Refer to Settings page)

This section helps configure the settings relating to negotiating the price list.

**TABLE:** Price List Agreement Settings - fields and description
Field name	Description
Require Agreement of Price List from Main Contractor	Yes requires price agreement and an additional field displays: Manage Main Contractor Price List Response Deadline Note Independent of Main Contractor (i.e. the Funded Organisation) engagement in the approval of the price list is requested before confirming a version as approved.
Manage Main Contractor Price List Response Deadline	Yes to set a time line for the main contractor to respond. Selecting Yes displays the Days for Main Contractor to Respond field. Enter the number of days.