Assess (assess or reject) a PBA Performance Based Acquittal

1. Login to the Contract Management Portal. (Refer to Options to access the Contract Management Portal)

2. Click Buyer Service Procurement app.

   

3. Click the Form Id number (i.e. WO0000XXX) to commence the process to assess the acquittal.

   Tip The P2i Contract Officer can view all PBAs assigned to them in P2i.

   Work Orders Work Item is known by many names ... report, acquittal, form, work order. for each Service Outlet display in the Pending list with the Submitted Date and Status of Supplier Approved or Assessment Rejected.

   Click to narrow down the list and filter for a value in the Funding Schedule Number (i.e. the contract number), Funded Organisation, Service Outlet Name, or Service Outlet Number.

   

4. Review the work item.

   • Click Status to view any comments entered by the Organisation Director (or Contact Manager when assessed work item is rejected).

   • Click each Item to expand the reported data.

   • Click View Previous Periods Data to make the data from previous reporting periods available.

     Tip The View Previous Period Data icon becomes bold.

     Hover over to display available data.

     

   

5. Make a decision on whether to Approve or Reject.

   Decision outcome - Approve the assessment of the PBA work item

   1. Click Approve.

   2. Select a Contract Manager from the Select Approver dropdown list.

      Note The Contract Manager defaults from the contract's Assignment Details - refer to Allocate Assignment Details.

      

   3. Enter relevant Comments.

   4. Click Approve.

   5. Click Go to Completed.

      

      

   Note The status of the work item displays as Assessed.

   The P2i Contract Manager is now able to approve (or reject) the PBA's assessment outcome. Refer to Approve (or reject) an assessed PBA.

Decision outcome - Reject the assessment of the PBA work item

Note It is important the P2i Contract Officer notify appropriate staff in the Funded Organisation as required.

1. Click Reject.

2. Enter relevant Comments and click Reject.

   Tip Comments are viewable by Funded Organisation staff.

   Please provide meaningful comments.

   

3. Click Go To Completed.

   

   

Note The Status of the work item displays as Department Rejected.

The work item is returned to the Service Outlet Data Entry for rework and resubmission. (From the Funded Organisation perspective, the Status of the work item will display as Supplier Rejected by Department).