Download - Contract Management System (CMS)
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Contract Management System
(CMS)
![Page 2: Contract Management System (CMS)](https://reader030.vdocument.in/reader030/viewer/2022012014/615947c2b78ffc4eb2386bd2/html5/thumbnails/2.jpg)
CMS History
• Started as a Contract Submission Tool (CST) – Early 2009
• Expanded with ARRA and Loan Management (CMS) – Mid 2009
• CMS Portal – 2012
• Housing Trust Fund Property Management (HCMS) – 2013• Exit Reports
• Awards – 2016
• Diverse Spending – 2017
![Page 3: Contract Management System (CMS)](https://reader030.vdocument.in/reader030/viewer/2022012014/615947c2b78ffc4eb2386bd2/html5/thumbnails/3.jpg)
CMS
Universe
![Page 4: Contract Management System (CMS)](https://reader030.vdocument.in/reader030/viewer/2022012014/615947c2b78ffc4eb2386bd2/html5/thumbnails/4.jpg)
Contracts
• Vendors• Account Coding• Commerce Contacts• Vendor Contacts• Location • Insurance• Budgets• Invoices
• Requested at Budget level• Attachments• Disbursement Transactions• Loan Receivable Transactions
• Attachments
• AFRS Transactions• Loan Amortization Schedules
• Loan Invoices• Repayments
![Page 5: Contract Management System (CMS)](https://reader030.vdocument.in/reader030/viewer/2022012014/615947c2b78ffc4eb2386bd2/html5/thumbnails/5.jpg)
Contract Basics
• Basic Contract Info
• Required Fields in Yellow
• Vendor Details
![Page 6: Contract Management System (CMS)](https://reader030.vdocument.in/reader030/viewer/2022012014/615947c2b78ffc4eb2386bd2/html5/thumbnails/6.jpg)
Account Coding
• Master Index Codes
• Jurisdictions
• Legislative Districts
• Congressional Districts
![Page 7: Contract Management System (CMS)](https://reader030.vdocument.in/reader030/viewer/2022012014/615947c2b78ffc4eb2386bd2/html5/thumbnails/7.jpg)
Budget
• Spending Authority
• Budgets• Categories • Activities
• Budget History
![Page 8: Contract Management System (CMS)](https://reader030.vdocument.in/reader030/viewer/2022012014/615947c2b78ffc4eb2386bd2/html5/thumbnails/8.jpg)
Attachments
• Attachment Details
• Drag and Drop Files
• Export Files
• Email Files
![Page 9: Contract Management System (CMS)](https://reader030.vdocument.in/reader030/viewer/2022012014/615947c2b78ffc4eb2386bd2/html5/thumbnails/9.jpg)
Attachment Details
• Defaulted Information
• Attachment Type
• Document Dates
• Notes
• Keywords
![Page 10: Contract Management System (CMS)](https://reader030.vdocument.in/reader030/viewer/2022012014/615947c2b78ffc4eb2386bd2/html5/thumbnails/10.jpg)
CMS Portal
• Log in via SAW
• Internal User Setup
• User Access Form
• Registration Code
![Page 11: Contract Management System (CMS)](https://reader030.vdocument.in/reader030/viewer/2022012014/615947c2b78ffc4eb2386bd2/html5/thumbnails/11.jpg)
CMS Portal – Home Page
• In-process A19s
• Help links
![Page 12: Contract Management System (CMS)](https://reader030.vdocument.in/reader030/viewer/2022012014/615947c2b78ffc4eb2386bd2/html5/thumbnails/12.jpg)
CMS Portal – Contracts Page
• Active Contracts
• Create A19s
• View Contract Summary
![Page 13: Contract Management System (CMS)](https://reader030.vdocument.in/reader030/viewer/2022012014/615947c2b78ffc4eb2386bd2/html5/thumbnails/13.jpg)
CMS Portal –Contract Summary
• Contract Basics
• Contacts
• A19s
• Print Amortization Schedules
![Page 14: Contract Management System (CMS)](https://reader030.vdocument.in/reader030/viewer/2022012014/615947c2b78ffc4eb2386bd2/html5/thumbnails/14.jpg)
CMS Portal –A-19 Invoices
• Invoice Details
• Request Amount
• Attachments
• Reportable Expenses
• Submit
![Page 15: Contract Management System (CMS)](https://reader030.vdocument.in/reader030/viewer/2022012014/615947c2b78ffc4eb2386bd2/html5/thumbnails/15.jpg)
Warrant Details
• Invoice Details
• Request Amount
• Attachments
• Reportable Expenses
• AFRS Transactions
![Page 16: Contract Management System (CMS)](https://reader030.vdocument.in/reader030/viewer/2022012014/615947c2b78ffc4eb2386bd2/html5/thumbnails/16.jpg)
Warrant Detail – Attachments
![Page 17: Contract Management System (CMS)](https://reader030.vdocument.in/reader030/viewer/2022012014/615947c2b78ffc4eb2386bd2/html5/thumbnails/17.jpg)
Printed A19
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Loan Amortization • Multiple Loan Types
• Draw Based Loans• Compound
Interest
• Loan Invoicing
• Loan Fees
• Payoff Quotes
• Write-offs
• Terminations
• Principal and/or Interest Deferments
• Short Term Receivables Reclassification
![Page 19: Contract Management System (CMS)](https://reader030.vdocument.in/reader030/viewer/2022012014/615947c2b78ffc4eb2386bd2/html5/thumbnails/19.jpg)
AFRS Batches
• Multiple Batch Types
• Auto Generates Batch Number
• Two person approval process
• Toolbox text file
• Batch Header
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Batch Header
![Page 21: Contract Management System (CMS)](https://reader030.vdocument.in/reader030/viewer/2022012014/615947c2b78ffc4eb2386bd2/html5/thumbnails/21.jpg)
Journal Vouchers
• Multiple Types
• Search for AFRS Transactions
• Retrieves selected transactions plus adds a copy
![Page 22: Contract Management System (CMS)](https://reader030.vdocument.in/reader030/viewer/2022012014/615947c2b78ffc4eb2386bd2/html5/thumbnails/22.jpg)
AFRS Transaction Searches
• Multiple Biennia Search
• Exports to Excel
![Page 23: Contract Management System (CMS)](https://reader030.vdocument.in/reader030/viewer/2022012014/615947c2b78ffc4eb2386bd2/html5/thumbnails/23.jpg)
Reports
• Multiple search types
• Exports to Excel
• Navigation links in Grid view
• Save favorite reports
![Page 24: Contract Management System (CMS)](https://reader030.vdocument.in/reader030/viewer/2022012014/615947c2b78ffc4eb2386bd2/html5/thumbnails/24.jpg)
Reports
• Add to Home Page
• Create Email Schedule
![Page 25: Contract Management System (CMS)](https://reader030.vdocument.in/reader030/viewer/2022012014/615947c2b78ffc4eb2386bd2/html5/thumbnails/25.jpg)
Questions??