P2i Roles

All P2i users are assigned at least one P2i role. Some users may have multiple roles.

A summary of the PE roles in excel format is available here

The main roles in P2i are:

P2i Role	Assigned to	Brief Description and Key Responsibilities in P2i
P2i Senior Director	Commissioning Approver Business Owner Contract Owner	An approver role for Go to Market, Supplier Evaluation and Contract Setup. After a contract is signed, this role can approve a variation, renewal, escalation of payments and more. Key Responsibilities Approves Go to Market documentation Approves Supplier Evaluation recommendations Approves Contract Setup (ready for execution) Approves Renewals and Variations (ready for delegate approval) Closes Contracts Approves escalation of payment and advanced payment (post P2i Director escalation) Cannot do in P2i Cannot recommend payments Cannot approve Performance Based Acquittals Cannot modify Budget Cannot modify payment information
P2i Director	Regional Director Central Director	An approver role for Contract Setup. After a contract is signed, this role can approve a variation, renewal, escalation of payments and more. Key Responsibilities Approves Renewals and Variations (ready for P2i Senior Director approval) Approves Contract Setup (ready for execution) Closes Contracts Approves escalation of payment and advanced payment (post P2i Regional Manager escalation) Cannot do in P2i Cannot approve Go to Market documentation Cannot approve Supplier Evaluation recommendations Cannot recommend payments Cannot approve Performance Based Acquittals Cannot modify Budget Cannot modify payment information
P2i Senior User	Sourcing Lead Commissioning Team	Role that is involved in Go to Market, Supplier Evaluation and Contract Setup activities (e.g. creating go-to-market documents, evaluate supplier offers, drafting contracts). Key Responsibilities Creates the Procurement Project, assigns evaluation members and requests approval for Go to Market documents Submits endorsed Evaluation Report for approval Creates contract and attaches required documentation Initiates and assesses Contract Variations requests. Attaches approved FMA Endorses/rejects Contract Renewal recommendation. Notifies Contract Manager of Supplier renewal approval/rejection Cannot do in P2i Cannot approve Go to Market documentation Cannot approve Supplier Evaluation recommendations Cannot approve Contract Setup or Closeout Cannot recommend payments Cannot approve Performance Based Acquittals Cannot modify Budget Cannot approve annual payment adjustments Cannot modify payment information
P2i Sourcing User	Evaluation Team Member Evaluation Panel Chair Negotiator	This role is for those who are involved in supplier evaluation and negotiation only. Key Responsibilities Reviews and endorses Go to Market documentation (off system) Evaluates offers, manages clarification questions, approves evaluation comment Endorses evaluation report (off system) Cannot do in P2i Cannot approve Go to Market documentation Cannot approve Supplier Evaluation recommendations Cannot approve Contract Setup or Closeout Cannot recommend payments Cannot approve Performance Based Acquittals Cannot modify Budget Cannot approve annual payment adjustments Cannot modify payment information
P2i Procurement Authority	Procurement Authority	Users outside of Procurement Services who certify compliance of Go to Market documents, publish RFQs, manage supplier interaction during RFQ process, for activities where they are part of the project team. Key Responsibilities Reviews and endorses Go to Market documents (off system) Screens for compliant offers, reassigns RFXs owner to the Sourcing Lead role and releases offers to the evaluation panel Moderates evaluation team's interactions with suppliers Endorses the evaluation report and advises suppliers of the outcomes Cannot do in P2i Cannot approve Contract Setup or Closeout Cannot recommend payments Cannot approve Performance Based Acquittals Cannot modify Budget Cannot approve annual payment adjustments Cannot modify payment information
P2i Procurement Services	Procurement Services	Role that certifies compliance of Go to Market documents, publish RFQs, manage supplier interaction during RFQ process. Key Responsibilities Publishes RFx to QTender and in P2i Manages supplier interactions and receives supplier responses Closes RFx in P2i and confirms it is closed in QTender Approves the evaluation report and advises suppliers of the outcomes Cannot do in P2i Cannot approve Contract Setup or Closeout Cannot recommend payments Cannot approve Performance Based Acquittals Cannot modify Budget Cannot approve annual payment adjustments Cannot modify payment information
P2i Regional Manager	Regional Manager	This role can perform the Contract Manager and Sourcing User roles. Key Responsibilities Creates the Procurement Project, assigns evaluation members and requests approval for Go to Market documents Submits Evaluation Report for approval (off system) Activates contracts and can Initiate Contract Variations requests Reviews supplier renewal documentation Activates payment and report schedule Approves contract officer’s assessment of supplier reports Approves and releases recommended payment Escalates payment recommendation disputes or advanced payment requests to Director or Senior Director Cannot do in P2i Cannot approve Go to Market documentation Cannot approve Supplier Evaluation recommendations Cannot approve Contract Setup or Closeout Cannot recommend payments Cannot modify Budget Cannot approve annual payment adjustments Cannot modify payment information
P2i Contract Manager	Contract Managers	Role that manages day-to-day approval of contract management related activities (e.g. payments and unspent funds). Key Responsibilities Activates contracts Can Initiate Contract Variations requests Reviews supplier renewal documentation Activates payment and report schedule Approves contract officer’s assessment of supplier reports Approves and releases recommended payment Escalates payment recommendation disputes or advanced payment requests to Director or Senior Director Cannot do in P2i Cannot approve Go to Market documentation Cannot approve Supplier Evaluation recommendations Cannot approve Contract Setup or Closeout Cannot recommend payments Cannot modify Budget Cannot approve annual payment adjustments Cannot modify payment information
P2i Contract Officer	Contract Officer	Role that undertakes day-to-day activities of reviewing and assessing contracted reports as well as recommending payments (e.g. draft contract variations, renewals and closeout). Key Responsibilities Activates contracts Attaches kick-off minutes Initiates contract variation Drafts contract renewal documentation (off system) and attaches them to P2i Drafts closeout documentation (off system) and attaches them to P2 Assigns a contract manager to a contract management hub Assesses supplier report Recommends payment to Contract Manager Cannot do in P2i Cannot approve Go to Market documentation Cannot approve Supplier Evaluation recommendations Cannot approve Contract Setup or Closeout Cannot approve Performance Based Acquittals Cannot modify Budget Cannot approve annual payment adjustments Cannot modify payment information
P2i Budget Officer	Budget Finance user	Role that manages and certifies that funds are available in the budget. Key Responsibilities Confirms funding is available before Go to Market activities (off system) Confirms funding is available before a supplier is awarded Confirms funding is available before contract variation is approved Confirms funding is available before starting the contract renewal process Validates unspent funds to be recovered before contract closeout (off system) Creates and updates budget items in the Budget Tool Cannot do in P2i Cannot approve Go to Market documentation Cannot approve Supplier Evaluation recommendations Cannot approve Contract Setup or Closeout Cannot recommend payments Cannot approve Performance Based Acquittals Cannot approve annual payment adjustments Cannot modify payment information
P2i Payment Allocation officer	Payment Grid User	Role that manages the payment allocation module (Grid) and supplier information (e.g. tagging funding allocations to various initiatives). Key Responsibilities Updates supplier information in the Supplier Value Management Manages and updates Payment Allocation Tool Sets up contract payment attributes in the contract hub (e.g. setting payment method to EFT) Manages annual adjustments Analyses financial acquittal statements Assesses audited financial statements Cannot do in P2i Cannot approve Performance Based Acquittals Cannot modify Budget Cannot recommend payments Cannot approve annual payment adjustments
P2i Line Manager	Line Manager Budget Owner	Role who manages the Budget Officer and Payment Allocation Officer. Key Responsibilities Approves annual adjustments Approves FA/AFS Views Budget Views Payment Cannot do in P2i Cannot approve Go to Market documentation Cannot approve Supplier Evaluation recommendations Cannot approve Contract Setup or Closeout Cannot recommend payments Cannot approve Performance Based Acquittals Cannot modify Budget Cannot modify payment information
P2i Super User	Dept Super Administrator (Super User)	System support ‘add-on’ role based in each agency which manage the system on a department level. View permissions are granted across the entire solution to allow troubleshooting support. Key Responsibilities Manages user profiles Manages master data Views project details Manages project team membership Views collaboration details Views RFx details View Contract details Creates and publishes reports Manages Project Team participation Cannot do in P2i Cannot approve Go to Market documentation Cannot approve Supplier Evaluation recommendations Cannot approve Contract Setup or Closeout Cannot recommend payments Cannot approve Performance Based Acquittals Cannot modify Budget Cannot approve annual payment adjustments Cannot modify payment information
P2i System Administrator	Global System Administrator	System support role based in Information, Innovation and Recovery division of Department of Child Safety, Seniors and Disability Services (DCSSDS) which manages the system on a global level. Key Responsibilities Manages user profiles Creates and edits templates Deletes and archives RFx and contracts Manages Project Team participation Views all objects Cannot do in P2i Cannot approve Go to Market documentation Cannot approve Supplier Evaluation recommendations Cannot approve Contract Setup or Closeout Cannot recommend payments Cannot approve Performance Based Acquittals Cannot modify Budget Cannot approve annual payment adjustments Cannot modify payment information
P2i Read only user	Internal / External Audit	System role for Internal Audit and Queensland Audit Office users to view all in-system modules. Key Responsibilities Global view-only access to system information Cannot do in P2i Cannot approve Go to Market documentation Cannot approve Supplier Evaluation recommendations Cannot approve Contract Setup or Closeout Cannot recommend payments Cannot approve Performance Based Acquittals Cannot modify Budget Cannot approve annual payment adjustments Cannot modify payment information