The Performance Evaluation (PE) Document Type is used to evaluate a vendor that provided goods or services. The Performance Evaluation document is used by the buyer to determine whether or not contracts or orders to certain vendors should be renewed or terminated. A buyer responsible for a particular Award or Contract establishes a list of CGI Advantage Procurement users that used the particular Award or Contract and designates them as Evaluators on the Vendor Performance Evaluator (PEEVALR) table. The buyer then creates PE documents for each user and then loads specific Procedures and Evaluation Criteria for the Evaluators to follow into the PE and fills out. Once the Evaluators have been notified of the PE document, they will follow the procedures and enter the evaluation criteria and possibly record notes. Once finished, the Evaluators submit the PE documents and the evaluation is kept for historical reference. The buyer then reviews all PE documents as part of his or her Contract Management responsibilities.
Note: When the Discontinue – No New Business check box is selected on the VCUST table then no PE documents can be created. If a PE document is referencing an MA document and the VCUST table’s Prevent MA Reference check box is selected then no new PE documents can be created. If an existing PE document references an MA or Order document that has a Vendor Status changed to Discontinued, Suspended or Debarred, the system will allow the document to be submitted to Final when the flag is checked.
PE documents can reference all documents of the PO and MA Document Types. PE documents cannot be referenced by any document in CGI Advantage.
Related Topic(s):
The "PE Delivered Document Codes" section provides a list of all Document Codes that are delivered with the PE Document Type.
The PE Document Type belongs to the Post Award State.