Assessing Performance Based Acquittals

After the Organisation Director has submitted the report to the Department, the P2i Contract Officer can asses the report and send it to the P2i Contract Manager for approval or reject it which it will return it to the Service Outlet Data Entry person for correction and resubmission.

Refer to the steps, Rejecting a Performance Report, for details on how to send a report back to the Funded Organisation.

To assess organisation's performance based acquittal report:

  1. Login to the Contract Management Portal.

    Tip You can also click the link in the notification email to access the contract.

  2. Click the Buyer Service Procurement tile.

    Note Performance Based Acquittals for each Service Outlet appear in the Pending list with the Due Date and Status displayed as Supplier Approved.

  3. Click the Form Id number (i.e. WO0000XXX) next to the acquittal report that you want to assess.

    Tip The P2i Contract Officer can view all Acquittal reports assigned to them in P2i. Click the Filter button to narrow down the contract list to the to a specific Funding Schedule Number, Organisation or Service Outlet Name or Service Outlet Number.

  4. Click each of the Items to expand the report and view the Achieved Values, Comments, Notes and Attachments.

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

    Tip The View Previous Period Data icon becomes bold. Available data displays when you hover over the icon.

  6. Click Approve.

  7. Select the Approver from the drop down.

  8. Enter any Comments.

  9. Click Approve.

    10. Note Your submission has been completed and is ready for approval.

  10. Click Go to Completed.

    The status of the line item will appear as Assessed.

Note The P2i Contract Manager can now approve the Performance Based Acquittal. Refer to the topic, Approving Performance Based Acquittals

Rejecting a Performance Report

When rejecting a performance report, the Outlet Data Entry person receives a notification that the report has been rejected. It is also important that Contract Officers notify appropriate staff from the Funded Organisation where required.

To reject a performance report:

  1. Click the Reject button.

  2. Enter any Comments and click Reject.

    Tip There is limited space for rejection comments. It is recommended that you use the message feature in the Contract to send more detailed comments to the Funded Organisation.

  3. Click Go To Completed.

  4. The Status of the report displays as Department Rejected.