Tutorial Videos
The following videos are available to help you with your work in p2i.
The videos have been divided into three sections:
- Buyer Sourcing
- Contract Management
- Supplier
Buyer Sourcing |
Contract Management |
Supplier |
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All topics related to creating procurement projects, requests for quote and contracts. Create the RFQ Envelope with Weighted Scoring Supplier Evaluation Procurement Authority Supplier Evaluation Technical Evaluation |
All topics related to activating contracts, assessing and approving acquittals and recommending payments. Contract Management Hub for Finance Officers Contract Management Hub for Contract Managers Assessing and Approving Performance Based Acquittals (PBAs) Assessing and Approving Milestones Assessing and Approving Annual Financial Acquittals Assessing and Approving Special Purpose Financial Acquittals Making Payment Recommendations
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All topics related to supplier registration, contract set up and submitting acquittals. Setting up a Contract - Supplier Admin (Super User) registration Performance Based Acquittals and Milestone Reporting Unspent Funds and Financial Acquittals Reporting Endorsing and Approving Acquittals
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Buyer Sourcing
Dashboard and Navigation
A short video on how to navigate in P2i and personalise your dashboard.
Create a Procurement Project
In this video you will see how to create a procurement project in P2.
Prepare a Request for Quote (RFQ)
In this video you will see how to setup the initial Request for Quote (RFQ).
Create the RFQ Envelopes with Weighted Scoring
In this video you will see how to create questions and weighted scoring for an RFQ.
System Approvals
In this video you will see how to make an approval request and then approve the request in P2i.
Supplier Evaluation Procurement Authority
In this video you will see how to evaluate the supplier responses to an RFQ. This video covers the initial pre-evaluation and qualification envelopes.
Supplier Evaluation Technical Evaluation
Supplier Evaluation Commercial Evaluation
In this video you will see how to evaluate the supplier responses to an RFQ. This video covers the commercial envelopes.
Prepare a Contract
In this video you will see how to set up a funding schedule in P2i.
Funding and Service Details Setup
In this video you will see how to set up a Funding and Service Details in P2i.
Contract Management
Contract Management Hub for Contract Officers
In this video you will see how to access the Contract Management Hub in P2i to set up assignment details for a new contract.
Contract Management Hub for Finance Officers
In this video you will see how to access the Contract Management Hub in P2i to set up service outlet and payment details for a new contract.
Contract Management Hub for Contract Managers
In this video you will see how to access the Contract Management Hub in P2i to activate a new contract.
Assessing and Approving Performance Based Acquittals (PBAs)
In this video you will see how to access Performance Based Acquittals submitted by the Funded Organisations for assessment and approval.
Assessing and Approving Milestones
In this video you will see how to access Milestones submitted by the Funded Organisations for assessment and approval.
Assessing and Approving Annual Financial Acquittals
In this video you will see how to access Annual Financial Statements submitted by the Funded Organisations for assessment.
Assessing and Approving Special Purpose Financial Acquittals
In this video you will see how to access Special Purpose Financial Acquittals submitted by the Funded Organisations for assessment.
Payment Recommendations
In this video you will see how to make a payment recommendation.
Supplier
Supplier Registration
This video demonstrates the registration process for new suppliers in P2i. We use the term supplier to refer to an organisation that receives funding via P2i to provide social services. Most suppliers will already be registered in P2i. Any new organisations are required to register to respond to a request for quote or to be set up in a new funding schedule or particulars.
Setting up a Contract - Supplier Administration (Super User)
This video demonstrates the process for setting up contracts in P2i. Once you receive notification that your contract with the Department is active, you are required to assign your organisation's users to the contract.
P2i Supplier Setting up a Contract - Supplier Administrator (Super User) video
Performance Based Acquittals and Milestone Reporting
This video demonstrates the process for submitting your Performance Based Acquittals and Milestone reports in P2i. Outlet Data Entry users will receive an email notification when they have acquittals or milestone reports to submit.
Performance Based Acquittals and Milestone Reporting video
Unspent Funds and Financial Acquittals Reporting
This video demonstrates the process for reporting on unspent funds as part of the Performance Based Acquittals submission and Financial Acquittals. Supplier Budget and Finance users will receive an email notification when they are required to report on unspent funds or submit Financial Acquittals.
Unspent Funds and Financial Acquittals Reporting video
Endorsing and Approving Acquittals
This video demonstrates the process for endorsing Performance Based Acquittals submitted by the Outlet Data Entry user and all approvals by the Organisation Director.
Endorsing and Approving Acquittals video