Header

The Header tab on the Performance Evaluation (PE) transaction specifies who will evaluate the award. This relationship is first established on the Vendor Performance Evaluator table. The buyer loads the Criteria and Procedures after saving the Header tab. Each designated Evaluator will be notified about the Performance Evaluation transaction via email.

If this is the first transaction within a procurement folder, then on validate of a draft transaction, the system assigns a unique Procurement Folder ID on the procurement Header. Or if it is associated with another procurement transaction and that transaction was the first transaction within the Procurement Folder, then Procurement Folder, Procurement Type ID and Procurement Type fields are populated with inferred values on copy forward. When the Procurement Folder ID field is populated indicating that it is associated with a folder, the View Procurement Folder action is activated on the transaction Header allowing users to transition to the Procurement Management page to review other Procurement Folder information associated with this selected folder. Once the user has transitioned to the Procurement Management page a Back link is displayed allowing the user to transition back to the transaction Header where the transition began.

The following fields are required, and should be populated by the Buyer:

Evaluator ID (The relationship between the Evaluator and the Award transaction must be set up on the PEEVALR table.)
Award Transaction Code
Award Department
Award Number

The following fields are required, and should be populated by the Evaluator:

Evaluation Date
Period Begin Date
Period End Date

If the Evaluator feels that the vendor should be awarded future contracts, then the Evaluator should select the Recommended for Future Contracts check box.

The Total Score field is the score value that is auto-calculated by the system by summing the Rank Score for each Rank Parameter defined by the user on the Performance Evaluation Ranking (PERANK) table. If the Rank Score is left blank on the PERANK table for all rank parameters, this field will be blank. This field will be recalculated when the ranking in the criteria tab is changed.

If the Enforce Transaction Department Validation field on the Transaction Control (DCTRL) page is selected, the values entered in the following field are validated against the Transaction Department to verify that the value entered is authorized for that specific Transaction Department:

Evaluator ID
Award Department

Load Criteria and Procedures - This action loads the criteria and procedures to the Criteria and Procedures tab based on the transaction information populated on the Header.
View Procurement Folder - This action transitions you to the Procurement Management page, which allows you to review other Procurement Folder information associated with the selected Procurement Folder. The View Procurement Folder action is only active if the Procurement Folder ID field is populated.