Assess the Contract Renewal

The P2i Contract Officer can complete the Assess Contract Renewal task by accessing the renewal project created by the P2i Senior User. Once they have completed the Need and Demand Analysis and it has been approved by their P2i Contract Manager, they can upload the document into P2i and submit an approval request to the P2i Senior Director and P2i Budget Officer.

To complete the Assess Contract Renewal task:

  1. Login to P2i and click Projects in the Quick Links list on the Main Dashboard.

  2. Search for the renewal project and click to open.

    Note All P2i users receive an email notification when they are added to the project team. Refer to the topic, Using the My Projects list to search for projects.

  3. Click the Contract Renewal - Needs and demand analysis link in the Assess Contract Renewal task..

    Note The renewal contract should already be attached to the task.

  4. Enter a Title and click Create.

    Note Follow the same naming convention used for the Contract Title.

  5. Click Edit Response.

  6. Click Click to attach file.

  7. Drag and drop the file and click Confirm.

  8. Click Save and Return.

  9. Click Complete and Show Project Team.

    Warning Click Complete and Show Project Team so anyone on the project team can view the documents.

  10. Click the Assess Contract Renewal task.

  11. Copy the wording in the tasks instructions to add to the Approval Description.

  12. Click the ... button and select Request Approval.

  13. Paste the instructions you copied into the Description details.

  14. Click Send Approval Request.

    15. Note The status of the task will change to Awaiting Approval.Refer to the topic, Responding to Renewal approval requests. If any of the approvers denies the approval request, refer to the topic, Your Renewal Approval Request Has Been Denied.

    Once both the P2i Senior Director and P2i Budget Officer have responded to the request for approval the P2i Contract Officer can promote the contract to the Attach supplier renewal supporting documents and finalise recommendation task.

  15. Click Promote Objects.

  16. Select Attach supplier renewal supporting documents and finalise recommendation from the Promote to Task if the Assess Contract Renewal task was approved.

    Note If the Assess Contract Renewal task was rejected and the contract has not been renewed, then complete the Renewal Rejected task, communicate the rejection of the renewal to appropriate stakeholders, and close the project by making it invalid.

    Once promoted, the P2i Contract Officer can complete the Attach supplier renewal supporting documents and finalise task.