Setting up contracts in the supplier contract management portal

The Supplier Administrator (Super User) is responsible for setting up contracts in the supplier contract management portal. This includes mapping users to the Service Outlets, assigning roles to users and assigning users to contracts.

Note: One user can have multiple roles in the Supplier Contract Management Portal, the only exception to this is the P2i Supplier Administrator (Super User) role. If the P2i Supplier Administrator (Super User) needs to perform other additional roles, a second user account will need to be created for this person. This is important for very small Service Outlets where there may be only one or two staff responsible for all aspects of Acquittal reporting.
Warning!: It is recommended that you allocate a minimum of two different staff members to each Service Outlet, so that the person responsible for submitting reports is not the same as the person approving those reports.

 

Contract Management Portal Roles

There are four roles that require setting up in the supplier contract management portal in P2i:

Service outlet data entry - Day to day activities that involve periodic data entry for performance based acquittals, and attaching milestone reports when necessary.

Supplier budget and finance - Recording of unspent funds for performance based acquittals, report financial acquittal statements and reporting audited financial statements.

Service outlet manager - Endorse periodic performance data.

Supplier organisation director - Approver role for performance data and financial acquittal statements.

 

Contract Management Portal Applications

Each of the users needs to be given access to appropriate applications within the contract management portal. These applications are:

Annual Financial Statements (AFS) - Allows the user to upload annual finance statements and annual acquittal statements.

Contract Management Hub (CIS) - The Contract Management Hub lists all P2i contracts that the Departments have with a funded organisation.

Home Page (CLP) - Provides access to the portal Home Page. If this is the default page for a user, they can access other areas of the portal from here.

Special Purpose Financial Acquittals (FAS) - Allows the user to upload quarterly profit and loss statements.

Milestone (MSS) - This area of the portal lists all milestone reports that the organisation is required to submit. These appear in the form of work items.

Social Service Fulfilment (SSF) - This area of the portal lists all performance based acquittals that the organisation is required to report on. These appear in the form of work items.

Supplier (SUP) - This area allows the Supplier Administrator (Super User) to assign roles permissions and apps to users.

 

Contract Management Portal Roles and Application Mapping Table

Refer to the table for instructions on which apps to select for which roles.

Role Name Role Code App Code App Name
P2i Supplier Budget and Finance Supplier_Budget&Finance FAS Special Purpose Financial Acquittal
P2i Org Director Org_Director FAS Special Purpose Financial Acquittal
P2i Org Director Org_Director AFS Annual Financial Statement
P2i Supplier Budget and Finance Supplier_Budget&Finance AFS Annual Financial Statement
P2i Service Outlet Data Entry Service_Outlet_Data_Entry CIS Contract Management Hub
P2i Org Director Org_Director CIS Contract Management Hub
P2i Supplier Budget and Finance Supplier_Budget&Finance CIS Contract Management Hub
P2i Supplier Admin (Super User) Supplier_Admin CIS Contract Management Hub
P2i Outlet Manager Outlet_Manager CIS Contract Management Hub
P2i Outlet Manager Outlet_Manager SSF Social Service Fulfillment
P2i Org Director Org_Director SSF Social Service Fulfillment
P2i Supplier Budget and Finance Supplier_Budget&Finance SSF Social Service Fulfillment
P2i Service Outlet Data Entry Service_Outlet_Data_Entry SSF Social Service Fulfillment
P2i Supplier Admin (Super User) Supplier_Admin SUP Supplier
P2i Service Outlet Data Entry Service_Outlet_Data_Entry MSS Milestone
P2i Outlet Manager Outlet_Manager CLP Home Page
P2i Org Director Org_Director CLP Home Page
P2i Supplier Budget and Finance Supplier_Budget&Finance CLP Home Page
P2i Service Outlet Data Entry Service_Outlet_Data_Entry CLP Home Page
P2i Supplier Admin (Super User) Supplier_Admin CLP Home Page
P2i Service Outlet Data Entry Service_Outlet_Data_Entry