Performance Assessment Tab

Use this tab to create and track performance assessments against the contract.

You can use this tab to document assessment reports such as those from the Contractor Performance Assessment Report System (CPARS) as well as non-regulated assessments. You can evaluate each contract based on Costpoint-defined assessment criteria or your own assessment factors, which may include quality of product or service, cost control, management, regulatory compliance, and others.

Before using this tab, review system-defined assessment details or create your own assessment factors, formats, and ratings on the following screens:

• Manage Performance Assessment Descriptions: Use this screen to view, enter, and maintain assessment descriptions or factors that you can use to evaluate contract performance. Several Costpoint-defined assessment codes automatically load on this screen and can be used on the Performance Assessment tab, but you can also add your own assessment criteria.
• Manage Performance Rating Codes: Use this screen to view, define, and track rating codes that you can use in performance assessments related to contracts. Six Costpoint-defined rating codes are already available on this screen, with their corresponding score ranging from 0 (Not Applicable) to 10 (Exceptional). You can also create your own rating codes and assign their respective scores.
• Manage Performance Assessment Formats: After you have established the assessment descriptions, you can assign them to assessment formats on this screen. Up to 10 assessment factors can be assigned to an assessment format.

Once you select an assessment format on the Performance Assessment tab, the assessment factors assigned to the format will display on the Assessment Details subtask of the tab. On this subtask, use the rating codes to evaluate each assessment factor. Costpoint calculates the total score and percent (out of the highest possible score) for the assessment record on the Assessment Details subtask. The total score and percentage are also displayed on the Performance Assessment tab.

One contract can have multiple performance assessment records. Costpoint displays the average rating (in percentage) of all performance assessments for the contract in the Average Rating field in the header of the Manage Contracts screen. You can filter assessment records for the contract by period of performance (POP) dates, review date, assessment type, assessor name, status, and associated contractor representative and customer.

Contents

Field	Description
Assessment Name	Enter a unique name for the assessment.
Assessment Type	Select the type of the assessment. Valid values are: Interim Final Other
Status	Enter the status of the assessment. Valid values are: Pending Received In Dispute Accepted Accepted with reservation You can change the selected option at any time.
Project ID	Enter, or click to select, the project ID that you would like to associate with this assessment. Only those project IDs linked to the contract record are available in the lookup and can be selected. If you manually enter a project ID that is not linked to the contract record you are assessing, Costpoint displays an error message.
Customer ID	Enter, or click to select, the customer ID that you would like to associate with this assessment. If there is an existing customer linked to the project ID you selected, that customer automatically displays in this field, but you can modify it.
Customer Name	This field displays the customer name as a hyperlink. You can click the link to go to the Manage Contract Management Customer Info screen and view more information about the customer.
Review Date	Enter, or click to select, the date of the assessment. For new records, this defaults to the system date, but you can modify it.
Next Review Date	Enter, or click to select, the next assessment date. This date must be after the Review Date.
Assessed POP Start Date	Enter, or click to select, the starting date of the assessment's period of performance (POP). This date must be before the Assessed POP End Date. If Contract Start Date exists on the Dates tab, the assessed POP start date must be on or after the contract start date. If Contract End Date exists on the Dates tab, the assessed POP start date must be before the contract end date.
Assessed POP End Date	Enter, or click to select, the ending date of the assessment's POP. This date must be after the Assessed POP Start Date. If Contract Start Date exists on the Dates tab, the assessed POP end date must be after the contract start date. If Contract End Date exists on the Dates tab, the assessed POP end date must be on or before the contract end date.
Total Score	This field displays the total score over the total highest possible score for this assessment record. If there are 8 assessment factors on the Assessment Details subtask, the highest possible score is 80. If your rating for this assessment record is 78, this field displays 78/80. The unlabeled field to the right displays the Total Score in percent.
Recommended	Use this drop-down list to indicate the assessor's recommendation of the contractor's ability to perform similar contract requirements in the future. Valid values are: Yes No N/A
Assessment Format	Enter, or click to select, the assessment format that you want to assign to this assessment. Valid values are only those that exist on the Manage Performance Assessment Formats screen. Formats that display in the lookup have the Show in Lookup checkbox selected in Manage Performance Assessment Formats. Only formats that are available in the lookup can be used for new assessment records in Manage Contracts. If a default format is marked in Manage Performance Assessment Formats, that format automatically displays in this field, but you can modify it. Once you select an assessment format, Costpoint populates the Assessment Details subtask with the assessment descriptions assigned to the assessment format. If you have already saved the assessment record, you can still change the assessment format, but all scores and comments on the Assessment Details subtask will be cleared and the assessment descriptions will be updated. Costpoint displays a warning message, where you can click OK to proceed with your action or you can click Cancel.
Contractor Representative	Enter, or click to select, the contractor representative that has been designated to provide comments on the evaluation. This could be anyone in the company, such as the contract manager, operations director, or executive leader. If there is an existing Contract Admin on the General tab, that value defaults in this field, but you can modify it. The lookup displays only those employees with an Active status, but you can enter an employee with a different status. You can also modify the default lookup query to view all employee records regardless of status. The unlabeled field to the right displays the contractor representative name as a hyperlink. You can click the link to go to the Manage Contract Management Employee Info screen and view more information about the employee. Note, however, that if organization security is turned on for your company and this employee is not included in your user security profile, Manage Contract Management Employee Info will display a blank record.
Assessor	Enter, or click to select, the assessor for this assessment record. This is the role assigned to the government employee who has overall responsibility for contracting or executing the program or project for which performance is being evaluated. Only those contacts associated with the Customer ID selected are valid for entry or selection. The unlabeled field to the right displays the assessor name as a hyperlink. You can click the link to go to the Manage Contract Management Customer Info screen and view more information about the assessor.
Reviewer	Enter, or click to select, the reviewer for this assessment record. This is the role assigned to a government employee who is at least one level above the Assessor and who will review all contentious evaluations. Only those contacts associated with the Customer ID selected are valid for entry or selection. The unlabeled field to the right displays the reviewer name as a hyperlink. You can click the link to go to the Manage Contract Management Customer Info screen and view more information about the reviewer.

Subtasks

Subtask	Description
Assessment Details	This subtask loads the assessment descriptions assigned to the assessment format selected on the Performance Assessment tab. Use this subtask to evaluate performance on the contract based on these assessment factors by selecting a rating code. All rating codes have a designated score, and all scores are tallied to a total score and percentage.
Documents	Use this subtask to enter and view documents related to the assessment record.