Create Master Agreements

Master Agreements can be created by adding a new Grantee via the Roads & Thirds Request Portal when submitting a request or manually in the Master Agreements Grid by the Grantor.

Create via Roads & Thirds Request Portal

In the Roads & Thirds Request Portal when selecting the Grantee for the request choose CREATE A NEW GRANTEE from the dropdown list. The Grantee will automatically be assigned the next available File # and be added to the Master Agreements Grid after the request has been submitted.

Create via Master Agreements Grid

1. Go to the Master Agreements Grid

Navigate to Roads & Thirds Grids/Settings

Navigate to the Roads & Thirds Grid/Settings (ie. Additional Conditions, Master Rates, Master Agreements, Addendums, Requests, etc.) by clicking the Roads & Thirds dropdown menu at the top of the page. This will display all the Roads & Thirds related options.

Then click on an option to display its grids/settings.

1. Click the Create Road Use/Third Party Agreement option within the dropdown in the top right corner of the page

1. Enter the Master Agreement details and click Save

Note: Grantee Name and Address are required fields. The other fields are all optional.

The Master Agreement will be added to the Master Agreements Grid.

Summary of the Master Agreement Details

1. File # - The assigned Master Agreement Number

2. Agreement Date - The date the agreement was created. This date will be set as the date the Master Agreement is created by default.

Note: The Agreement Date will change to when the Master Agreement document is generated if you have the Update Agreement & Effective Dates option checked ON when generated.

1. Effective Date - The date the agreement takes effective. This date will be set as the date the Master Agreement is created by default.

Note: The Effective Date will change to when the Master Agreement document is generated if you have the Update Agreement & Effective Dates option checked ON when generated.

1. Agreement Status - The Status of the Master Agreement

There are 7 different statuses for requests - Active, Inactive, Rejected, Requested, Unexecuted, Waiting for Approval, Waiting for Signature.

Summary of Master Agreement Statuses

Active: Status given when the Master Agreement has been signed by both the Grantee and Grantor and has been executed

Inactive: Status given when the Master Agreement has been terminated or is no longer in use by the Grantor

Rejected: Status given when the Master Agreement has been rejected by the Grantor

Note: This status has to be manually set if needed as it is not connected to the Master Agreement workflow.

Requested: Status given when the Master Agreement has been created either manually or through the Public Request Portal and has not yet been sent out for signature to the Grantee

Unexecuted: Status given when the Master Agreement has been approved and has not yet been sent out for signature

Note: This status has to be manually set if needed as it is not connected to the Master Agreement workflow.

Waiting for Approval: Status given when the Master Agreement is waiting to be approved

Note: This status has to be manually set if needed as it is not connected to the Master Agreement workflow.

Waiting for Signature: Status given when a signature request has been sent out and is awaiting signature from the Grantee and/or Grantor

1. Agreement Status Date - The Status Date/Time of the Master Agreement

2. Last File # Used - The last file number used if applicable

3. BA Code - The BA Code assigned to the Grantee. The BA Code will be utilized in other features (ie. Billing).

4. Hidden From Public - Select option if you would like the Master Agreement excluded from the Grantee dropdown list in the Public Request Portal (ie. For Legacy Agreements). If deselected will be available to be chosen by a requestor in the Public Request Portal.

Note: When hiding the master agreements from the public you will still be able to bill for that agreement when it's hidden.

1. Grantee Info - The Grantee Name, Address, Contact Information

Note: The information provided will be displayed in the Master Agreement Details page in StackDX. The Grantee Name/Address will be displayed to the requestor in the Public Request Portal when they select an existing Grantee. The Grantee Info can be edited after creation by the Grantor if needed. See Edit Master Agreements for more details.

1. Previous File # - The previous assigned Master Agreement Number for Grantee if applicable

2. Rate Table - Select a specific Rate Table for the particular Master Agreement if needed

3. Notes - Notes specific to the particular Master Agreement. This is the notes that are displayed in the Master Agreement Grid.