1. Current Service Agreement Proposal Process
EE to contact SAS notification of program identification (20 business days in advance, if possible)
EE to complete questionnaire & respond to SAS with any additional information
SAS assigns contract #, sends EE questionnaire, add to log.
EE= Extension Educator
SAS to work up budget and scope of work to add into Service Agreement (SA)
SAS will send the unexecuted draft SA to Institute Director (ID)
Drafts sent to EE for approval and edits
SAS = Service Agreement Staff
SAS and EE negotiate changes
SA Execution
ID* will sign and send to SAS to log and get additional signatures if required. SAS will send to EE. (Prior to start of the program.)
ID to
Review.
Changes
needed ?
Yes
SAS makes changes
6-4-18 No

2. Current SA Account and Invoice Process
EE to notifies SAS when program complete or invoice needed through process, referencing the contract number.
SAS will set up subaccount number, inform EE of number, and update the Log.
EE will send to client for signature and return a fully executed SA to SAS.
EE should inform SAS when invoice is needed prior to program. SAS will generate Invoice and send to EE to hand deliver to Entity.
EE to confirm if program has ended to send an invoice now, or if another session is happening or special invoicing requirements.
SAS will check the log periodically, contact EE’s that have a program ending.
TA to notify SAS of incoming payment.
SAS to generate invoice, send to entity with a copy to EE and FO.
SAS to track payments and follow up as necessary.
SAS to verify DN account
6-4-18