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CS&S requested changes to the workflow used to create service agreements based on their template. The changes are memorialized here in an updated standard operating procedure.
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@@ -122,11 +122,15 @@ A lead confirmed an upcoming meeting with 2i2c. Calendly sends an automatic mess | |
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A member of 2i2c Partnerships Team sends email to [email protected] requesting `Send Draft Contract` to PartnerX contact email(s). 2i2c's Partnerships Assistant carrys out the following actions script: | ||
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1. Copy 2i2c Team Drive >> Partnerships >> Templates >> [Template] service agreement... into PartnerX folder | ||
2. Replace `PartnerX` names by name of partner organization in draft service agreement | ||
3. Remame [Template file] to `PartnerX - 2i2c - CS&S Services Agreement` | ||
4. Set sharing of service agreement (with editor rights) with lead contacts | ||
5. Add dated entry "YYYY-MM-DD Sent (Draft) Service Agreement as shared Google doc" to PartnerX >> Running Notes... file | ||
1. In the [Agreements folder](https://drive.google.com/drive/u/1/folders/1d2N0F0zn3-7wG1FrA_6FHgHtNAyMcJr8), navigate to the folder for the partner you're contracting for (or create a new one if needed) - this step is important for Step 5. | ||
2. Return to the Agreements folder and navigate to the [Templates folder](https://drive.google.com/drive/u/1/folders/1oRFLPChp8J9GpgWpnalF74752oNh9tt8), and open the [[TEMPLATE] Outbound Services Agreement shortcut](https://docs.google.com/document/d/1kPgSddJ_Sob0XcTbkDy5UShIAVKPmm04P9ZLsYiOV20/edit#heading=h.qo34o8p9in1e). | ||
3. In the template document, from the menu bar, select `File > Make a copy` | ||
4. Name the copy appropriately (i.e. `PartnerX + 2i2c/CS&S - Services Agreement YYYY-MM-DD`) | ||
5. Click the box below the word "Folder," and in the pop-up menu, the partner folder you navigated to in Step 1 should appear at the top of the list. Mouse-over it and hit the Select button | ||
6. Do not check either of the boxes (re: sharing or copying comments) | ||
7. Click Make a Copy - your new agreement will open, and will be filed in the appropriate partner folder. | ||
8. Set sharing of service agreement (with editor rights) with lead contacts | ||
9. Add dated entry "YYYY-MM-DD Sent (Draft) Service Agreement as shared Google doc" to `PartnerX >> Running Notes...` file | ||
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### SOP: Service Agreement Negotiation | ||
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