Ramsey County Supplier Portal Instuctions Aspen Supplier Contract Management (SCM) System



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Introduction: Ramsey County Professional Services Agreements ( PSA ) and Client Services Agreements ( CSA ) will now be electronically approved by both the Contractor and the appropriate Ramsey County staff. The Ramsey County Supplier Portal allows Contractors to log into the Ramsey County Supplier Contract Management System ( SCM ) and electronically approve their contract. If you have been selected to enter into a Professional or Client Services Agreement, you will receive a Notice of Intent to Award letter which includes the Ramsey County Supplier Portal Contractor Registration Security Form. The Contractor needs to complete the form, print it, sign it, then scan it and email it to the Ramsey County Contact or mail it to the Ramsey County Contact. The Contractor shall authorize no more than two individual(s) who are authorized to electronically approve the contract. Upon receipt of the Contractor Registration Security form, Ramsey County will set up a User Id and Password and email them to the authorized Contractor representatives or Supplier Signer. When there is a PSA or CSA contract ready for electronic approval, the appropriate Supplier Signer will receive an email. There will be a link to the Ramsey County Supplier Portal in the email that you use to access the login page. 1. Click on the link in the approval email. The Ramsey County Supplier Portal login page appears. 2. If necessary, click in the User ID field. 3. Type your User ID. 4. Either click in the Password field or press Tab. 5. Click on the Sign In button or press Enter. The Aspen SCM Home page appears. Aspen Financial Management System Page 1 of 7 Updated 4/21/2014

6. To see the contract that requires your approval, click on the Worklist link on the upper right-hand side of the page. The Worklist page appears with the document awaiting your approval listed in the Worklist grid. 7. To open the document, click on the document link (i.e., Document, 2155, MODEL, ). Aspen Financial Management System Page 2 of 7 Updated 4/21/2014

The Document Management page for the contract is displayed. 8. Please review the contract before you Approve it. To view the contract, click on the View Document button. Aspen Financial Management System Page 3 of 7 Updated 4/21/2014

9. At the Download File window, click Open. It will open the contract (read-only) in Microsoft Word. The contract opens in Word. Aspen Financial Management System Page 4 of 7 Updated 4/21/2014

10. When you are finished viewing the document, click on the Close (X) button in the upper right corner of the screen. You will return to the Supplier Portal Document Management page to either Approve or Deny the contract. 11. If you want to approve the contract, click on the Approve button. The Document Approval Status page appears. You still need to confirm your approval. 12. If you want to enter a comment regarding your approval, follow the steps below: a. Click in the Approval Comments field. b. Type your comment. Aspen Financial Management System Page 5 of 7 Updated 4/21/2014

13. Click on either Approve button to confirm your electronic approval of the contract. The contract has been approved and has been routed to the next Approver in the process. You ll notice that the Supplier Signer status states Approved with a green checkmark. The status for the next Approver in the process states Pending. Aspen Financial Management System Page 6 of 7 Updated 4/21/2014

14. Click on the Return to Document Management link at the bottom of the page to return to the Document Management page. NOTE: The Status of the contract will remain at Pending Approval until all Approvers in the chain have approved the document. 15. To sign out of the Supplier Portal, click the Sign out link in the upper right-hand corner of the page. This completes the electronic approval process for Professional and Client Services Agreements. To deny the document, follow the steps below: 1. From the Document Management page, click. The Document Approval Status page appears. NOTE: When you deny the document, you are required to write a comment so the Document Owner knows your reason for denying the document, rectify it and restart the approval process. 2. Click in the Approval Comments field. 3. Type your comment. 4. Click to confirm. Your status changes to Denied. The Document Owner will receive an email stating that you denied the document along with your comment. 5. Click on the Return to Document Management link at the bottom of the page to return to the Document Management page. 6. To sign out of the Supplier Portal, click the Sign out link in the upper right-hand corner of the page. Aspen Financial Management System Page 7 of 7 Updated 4/21/2014