You will receive an e-mail notification from the bids&tenders system to let you know that you are assigned to a contractor performance evaluation.
Click on the link in the e-mail. This link will take you to the Contractor Performance Form.
Do not delete this e-mail as this is the only way to access the evaluation form. If you lose this link, you will need to request the purchasing representative/administrator to resend you the e-mail.
The form will contain the following information regarding the contract:
a) System indicates if your role in the contract (ex. Requisitioner, Supervisor, Purchasing representative, Purchasing Manager, Vendor).
b) Audit History – this will display who has accessed the performance evaluation
c) Number – Contract Number
d) Name – Contract Name
e) Current Status – The status of the evaluation form, who is currently assigned to the evaluation
f) Current Rating – Contractor’s current rating based on last performance evaluation
g) Requisitioner – The Contract Owner/Requisitioner
h) Supervisor – The contract owner’s/Requisitioner’s Supervisor
i) Contract Award Date – The date the contract started/awarded
j) Date of Evaluation – The form was sent out on this
k) Vendors can see comments – The purchasing/administrative users indicate whether the comments will be visible to the vendor or not.
l) Vendors can see attachments – The purchasing/administrative users indicate whether the attachment will be visible to the vendor or not.
This area is for you to provide any additional supporting documents for your evaluation. You are able to upload any file here.
Click on the Paperclip and browse for the file on your computer. Once you upload the file, the system will date and time stamp it.
You are able to click on the file to ensure you have uploaded the correct document.
To delete a file, click on the X
FILLING OUT THE FORM:
The form will contain the Evaluation Criteria, Evaluation Assessment, and Comments. To view what each of the assessments mean, hover over the ratings:
To enter a comment, click on the Pen Depending on your role (ex. Evaluator, Supervisor, Purchasing), the corresponding comment box will be available to you.
If you are a Supervisor – you are able to edit the comments made by the Evaluator.
When you click on the Pen, the Editor will open where you can type in your comments. Click “Save” when you are done.
If you are not done completing the form and would like to finish it at another time, click “Save” and close your browser. You are able to access this form through the link in the original e-mail sent to you.
When you are done completing the form, click “Save and Submit” – the evaluation form will be sent to the next individual in the work flow (ex. Your Supervisor or the Purchasing Representative).