Updating information on an Active Partner Agreement

Updating information on an Active Partner Agreement

An Active Partner agreement is when the Status of the PA is 'Approved'. Below are the data modification rules -

Field Name

Information Can be Modified by

Requirements

Field Name

Information Can be Modified by

Requirements

Partner contact person(s)

Editors

Go to edit and change

Description

Editors

Go to edit and change

GIK amount

Editors

Go to edit and change

Schedules

Editors

Go to edit and change

Projects

Editors

Go to edit and change

Final report due

Auto Calculated

Cannot be edited as it is an auto calculate field. 

Title

Editors

Via PA Amendment 

End Date

AMS L2

Via PA Amendment (This is only done when the end date was wrongly entered or other special circumstance. L2 would decide it). If the request is not sent by the IO point person of the funding award we will need their approval.

Amended End Date

Editors

Via PA Amendment 

Amounts

(Different amount related fields)

Editors

Via PA Amendment 

Audit Requirements

Editors

Via PA Amendment

Project specific capacity assessment

Editors

Via PA Amendment

Start Date

AMS L2

On PA Amendment

(Proof of no spend if the amended start date is in future, Reason for Change, Proof of Change). If the request is not sent by the IO point person of the funding award we will need their approval.

Currency

AMS L2

On PA Amendment 

(Reason for incorrect change,

Approval from Implementing Office Finance of 'No impact',

Approval from Implementing Office Point person on the Award

AMS Champion for the Partner Management Office)

Partner 

Cannot be Changes

Due to possible Agresso implications.

If a user is reaching out to change partner coz the partner was wrongly selected they should be following below steps-

  1. Zero out any costs posted against this PA in Agresso

  2. If close out tab is not available - Run amendment and change the end date in past (Mention the reason)

  3. Once close out tab is visible run the close out workflow 

  4. Once the wrong PA is close create a new one with the right Partner

Code

Cannot be Changes

Not editable 

For a Closed Partner Agreement-