Performance Assessment Help Guide - DAU Sponsored Documents/ARRT... · ARRT Performance Assessment...

PERFORMANCE ASSESSMENT

HELP GUIDE

Version 2.1

ARRT Performance Assessment 2.1, October 10, 2018

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Table of Contents

Table of Contents ......................................................................................................... 1 ARRT Performance Assessment Help Guide .............................................................. 2 SECTION 1 – Download Instructions and Tips ............................................................ 3 SECTION 2 – Main Page ............................................................................................. 9 SECTION 3 – Banner ................................................................................................ 12 SECTION 4 - Contract List ......................................................................................... 16 SECTION 5 - Contract Information ............................................................................ 22 SECTION 6 - Review and Update QASP ................................................................... 29 SECTION 7 - Assessment Planning .......................................................................... 36 SECTION 8 - Assessment Execution ......................................................................... 48 SECTION 9 - CPARS Review .................................................................................... 55 SECTION 10 - Work Products ................................................................................... 60


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ARRT Performance Assessment Help Guide

Welcome to the Help Guide for the Acquisition Requirements Roadmap Tool (ARRT) Suite Performance Assessment where you will find step-by-step instructions on how to use the tool.

The ARRT Performance Assessment is a tool designed to assist Contracting Officer's Representatives (CORs) in monitoring and reporting contractor performance. The tool imports the QASP created in the ARRT Requirements Definition, allowing for edits to be made in order to sustain alignment between requirements. The ARRT Performance Assessment also assists in generating an assessment schedule and guides CORs as they go about executing the plan. The final work product of the tool is a complete set of Contractor Performance Assessment Reporting System (CPARS) inputs that the COR can use to rate and communicate with the contractor.

The diagram below illustrates the work flow you will follow while using the tool.

https://shortcut.dau.mil/acq/cor

https://shortcut.dau.mil/acq/cor

https://shortcut.dau.mil/acq/qasp

https://shortcut.dau.mil/acq/cpar_cpars


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SECTION 1 – Download Instructions and Tips

Downloading the ARRT Suite tools is a multi-step process. This page contains helpful instructions and tips on how to perform this process. Begin by following the steps below:

Navigate to the DAU Tools Catalog where you will find the ARRT Suite. The ARRT Suite download consists of all four tools in the Suite:

ARRT Requirements Definition ARRT Evaluation Factors ARRT Performance Assessment ARRT Cost

The ARRT Requirements Definition download consists of the compressed (zipped) folder containing the following files:

ARRT_RequirementsDefinition_4.3.accdc - a digitally signed and packaged Microsoft Access file that you will use to create your Requirements, Performance Work Statement (PWS), and Quality Assurance Surveillance Plan (QASP).

ARRT_RequirementsDefinition_4_3_WhatsNew.pdf - a document that briefly outlines the changes made to this version of the ARRT Requirements Definition.

ARRT_RequirementsDefinition_HelpGuide_4-3.pdf - a printable Help Guide for the tool.

1st EXTRACT ZIP.txt - a text file with helpful tips.

The ARRT Evaluation Factors download consists of the compressed (zipped) folder containing the following files:

ARRT_EvaluationFactors _2.3.accdc - a digitally signed and packaged Microsoft Access file that you will use to create your Source Selection Plan.

ARRT_EvaluationFactors _2_3_WhatsNew.pdf - a document that briefly outlines the changes made to this version of the ARRT Evaluation Factors.

ARRT_EvaluationFactors _HelpGuide_2-3.pdf - a printable Help Guide for the tool.


https://shortcut.dau.mil/JST/arrt


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The ARRT Performance Assessment download consists of the compressed (zipped) folder containing the following files:

ARRT_PerformanceAssessment _2.1.accdc - a digitally signed and packaged Microsoft Access file that you will use to create your contractor assessment schedule and CPARS inputs.

ARRT_ PerformanceAssessment _2_1_WhatsNew.pdf - a document that briefly outlines the changes made to this version of the ARRT Performance Assessment.

ARRT_PerformanceAssessment _HelpGuide_2-1.pdf - a printable Help Guide for the tool.


The ARRT Cost Estimation download consists of the compressed (zipped) folder containing the following files:

ARRT_CostEstimation_2.1.accdc - a digitally signed and packaged Microsoft Access file that you will use to create your Independent Government Cost Estimate (IGCE).

ARRT_ CostEstimation _2_1_WhatsNew.pdf - a document that briefly outlines the changes made to this version of the ARRT Cost Estimation.

ARRT_CostEstimation_HelpGuide_2-1.pdf - a printable Help Guide for the tool. 1st EXTRACT ZIP.txt - a text file with helpful tips.

Launching the ARRT Suite Tools

The ARRT Suite tools are Microsoft Access files. If you do not have Microsoft Access on your computer, please contact us so we can assist you in an alternative method of using the tools. As Access files, the tools are subject to the standard security constraints that Microsoft has put in place to protect users. The tools use on-screen forms and macros to perform their functionality. By default, most MS Access installations require you when opening this kind of file to acknowledge that you trust the file. This protects you from inadvertently allowing untrusted programs to perform advanced operations. The files you download will be digitally signed by the Defense Acquisition University (DAU) and have a ".accdc" suffix. They are "shell" files that contain the file that you will actually work with.


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Security Notice

When you launch an ARRT Suite tool you will see a Security Notice stating that the digital signature is valid. You can view the signature by clicking the "Show Signature Details" blue link. This is a general security protection that Microsoft builds into Access applications. Click "Open" to go to the next step.

NOTE: For non-DoD users, you likely will need to install the latest DoD Public Key Infrastructure certificates to your computer. Detailed instructions may be found at the following URL: https://www.dau.mil/faq/p/DoD-PKI-Certificates


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Extract Database

After viewing the digital signature, you will be asked to extract the ARRT Suite tool to your computer. This file will have an ".accdb" suffix and is the file you will use when working in the tool. It is suggested that you save this ".accdb" file in the ARRT Suite folder in your "My Documents" folder or on your Desktop.


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Security Warning- Microsoft 2007

Microsoft Access 2007 users need to perform the following steps to complete entrance into the tool:

In the "Security Warning" bar at the top of your screen, click the "Options" button. A Security Alert dialog will open. Select the "Enable this content" radio button

and then click "OK".


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Security Warning- Microsoft 2010

Microsoft Access 2010 users only need to click the "Enable Content" button in the "Security Warning" bar at the top of your screen.

Stop All Macros

Some users may get an "Action Failed" dialog popup after launching the tool. To continue, click the "Stop All Macros" button. The next step will vary based on what version of Microsoft Access you are using.


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SECTION 2 – Main Page

The Main Page is the first screen you will see when the ARRT Performance Assessment tool opens.

Main Page

After approving the Security Notice, you will come to the Main Page.

"Using Help" - learn more about the types of assistance that exist for the tool. "Click Here to Begin" - navigates to the Contract List so you can work on new or

existing contracts. "About" - a brief overview of the ARRT Performance Assessment and the Terms

of Use and Support. "Current User" - default is your MS Windows user ID.


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Using Help

The Using Help form introduces you to the types of Help available while using the tool:

In-page Guidance Help Guide Contact Us at [email protected] About

In addition, SAM is an added resource for help on the ARRT Suite. You are encouraged to watch the introductory and training videos prior to starting work in this tool.

https://shortcut.dau.mil/sam


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About

The About form gives a brief description of the ARRT Performance Assessment tool as well as information regarding terms of use and support.


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SECTION 3 – Banner

While working in the tool, you will see a purple banner at the top of the majority of pages. This banner tells you which step you are working on in the ARRT Performance Assessment process. You can return to the Main Page by clicking on the purple ARRT logo on the far left.

Purple Banner

On the right side of the banner, you can click buttons that may be helpful while you are working in the tool:

"?" button - opens the Guidance for the current page or dialog. Notepad - opens the Comments feature. The number next to the sticky-note icon

on the Comments button denotes how many Comments exist for the current Project.


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Comments

While working in the ARRT Evaluation Factors tool, you can create Comments related to the Project or specific topic areas you are working on. These Comments are meant for internal use only.

The Comments form has a lot of functionality.

"Close" - closes the Comments form. "New Comment" - opens a blank form where you can enter new Comments.

More information is available on this form in the section below. "Delete All" - removes all of the Comments in a Project. Please note: this action

cannot be undone; however, there is a warning dialog to prompt you before the delete is performed.

"X" - deletes a specific Comment. Please note: this action cannot be undone. "Edit" - opens a Comment to allow you to review and make changes.


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New Comment

The New Comment form allows you to add or edit a new Comment to the tool.

"Save and Close" - commits your data and closes the Comment form. Date - the tool automatically inputs today's date into this field; however, you can

change this if necessary. Author - the person who made the Comment. Input your name or select from the

dropdown list. Assigned To - the person who should address the Comment. Input a name or

select from the dropdown list. Status - allows you to manage whether and how a Comment has been

addressed. Select the state of the Comment from the dropdown list. This will aid in keeping your Comments organized.

Priority - the importance of the item. Select how pressing the information in your Comment is from the dropdown list.

Type - the category of the project where a Comment applies. Use the dropdown list to select what level of the Project the Comment relates to.


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Item - specific data point in the Project the Comment relates to. Use the dropdown list to select the appropriate item. As you change the selected item in this list, the tool will open the appropriate form that the Comments relates to.

Comment - your Comment text.

Help/Guidance

The Help/Guidance form instructs you on what you are to do on the page you are currently working on in the tool. Other functionality on this form includes:

"Get Help from SAM" button - launches your internet browser on the page on SAM for the page you are currently working on in the tool.

"Close" button - closes the Help form.


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SECTION 4 - Contract List

The Contract List is the hub for tool activity.

Contract List

The Contract List is the jumping-off point for the ARRT Performance Assessment. Functionality on this page includes:

Folders List - allows you to keep Contracts stored in folders for easier maintenance.

Contracts List- shows a list of existing Contracts for you to work on. "New" button - takes you to the "Contract Information" page where you can begin

the process of creating a new Contract. "Copy" button - makes a copy of a Contract and all of its contents. "Delete" button - moves a Contract and all of its components to the Trash Bin. "Import" button - allows you to import ARRT Performance Assessment Contracts

from another copy of the tool.


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"Manage Contracts List" button - navigates to the "Contracts List" where you can manage the contract data sets in the tool. These "contracts" are not to be confused with the ARRT Performance Assessment projects/contracts. These "contracts" contain the specific contract details. For more information on this topic, go to the Contract List Management section below.

"Manager Contractors List" button - navigates you to a list of Contractors used in the tool that you can manage. For more information on this topic, go to the Contractor List Management section below.

"Manage Folders" button - opens the Folder Manager. For more information on this topic, go to the Folder Editor section below.

Trash Bin button - opens the Trash Bin where you can view deleted Contracts. For more information on this topic, go to the Trash Bin section below.

Grow/Shrink Font buttons - changes the font in the Folder and Contract lists for customized viewing.

Contract Information - shows the name of the Contract you have selected in the Contract List.

o Contract Name- shows the name of a Contract. o Contract Number - shows the official number of the Contract. o Contract Effective Date - shows the start date of the Contract. o Contractor Name - shows the Contractor responsible for completing the

work in the Contract. o Creation Date - shows the date a Contract was originally created.

"Enable Multiple Contract Viewing" checkbox - this functionality allows you to view the planned Assessments for all Contracts within the selected Folder. This will allow you to view all of the Contracts' upcoming Assessments on the Assessment Execution tab.

Process Flow o Left Arrow - navigates to the Start Page. o "Where Am I" button - opens the tool process flow diagram. o Right Arrow - navigates to the Contract Information page.


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Import Page

There are two types of imports that users can perform in the ARRT Performance Assessment tool:

Import another ARRT Performance Assessment Project - users can share projects between different versions of the tool.

Import a QASP from ARRT Requirements Definition - users can use a QASP created in a version of the ARRT Requirements Definition as the basis for a project in the ARRT Performance Assessment.


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Contract Import

ARRT Performance Assessment users can share contracts between different versions of the tool by using the "Import" function. To perform this function, follow the instructions below:

Select the file that contains the desired Contract by clicking the "Browse" button. o Navigate to the file by searching for the folder where it is saved. o Click "OK" when you have selected the file.

Select the Contract you want to import by selecting the Contract in the ARRT Performance Assessment Contracts list.

Click the "Import" button. A confirmation window will appear where you can either cancel or confirm the

import. If the import is successful, an "Import Complete" dialog will appear.


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Folder Manager

The Folder Manager allows you to create, manage, and delete the folders that exist in the tool. After selecting a folder in the top list, you can do any of the following:

"New Folder" button - reveals fields where you can create a new Folder "Edit/Mode" button - reveals fields where you can edit an existing Folder name

and change its location. "Delete" button - deletes the currently selected Folder and all of the Contracts

inside that Folder. Please note: this action cannot be undone.

The two lists at the bottom of the page provide an easy method to move Contracts from one Folder to another. Simply select the Folders in each list and use the Right and Left arrow buttons to move the Contracts. You can move multiple Contracts by holding down the Shift and Ctrl buttons on your keyboard as you select the Contracts to be moved.


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Trash Bin

The Trash Bin holds all Contracts that have been deleted. You can select a Contract in the list to see the Contract Information.

"Delete" button - permanently deletes the selected Contract(s). Please note: this action cannot be undone.

"Restore" button - removes the selected Contract(s) from the Trash Bin and restores it back to the Contract List.


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SECTION 5 - Contract Information

The Contract Information page gives you the basic details about an ARRT Performance Assessment project.

Contract Information- New

Create a new Contract by completing the following steps:

"Import from ARRT Requirements Definition" button - if you created a project using the ARRT Requirements Definition and would like to use it as the basis for this project, import it in by clicking this button. The tool will fill in the Contract Name and Vision/Project Title automatically when finished.

"Review and Update QASP" button - navigates you to a set of screens where you can view, edit, delete, and create new QASP items in order to reconcile it with the contract. For more information on this topic, navigate to the Review and Update QASP page.

Folder - the folder where you want the new Contract to be located.


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Creation Date - displays when the Project was created. Contract Name - the name of the ARRT Performance Assessment project. Contract Number - use the dropdown box to select the contract data set for this

project. o "Edit" button - edits the selected contract data set. o "Add" button - allows you to create a new set of contract data. o "Manage Contracts List" button - navigates to the "Contracts List" where

you can manage the contract data sets in the tool. These "contracts" are not to be confused with the ARRT Performance Assessment projects/contracts. These "contracts" contain the specific contract details.

o Contract Award Date - the date when the contractor was awarded the contract.

o Contract Effective Date - the date when the contractor is allowed to begin work on the contract.

o Contract Completion Date - the date when the contract ends and the work needs to be completed.

Contractor Information- use the dropdown box to select the contractor for this project.

o "Edit" button - edits the selected Contractor. o "Add" button - allows you to create a new Contractor. o "Manager Contractors List" button - navigates you to a list of Contractors

used in the tool that you can manage. "Save" button - saves the ARRT Performance Assessment project data. "Cancel" button - discards the new ARRT Performance Assessment project and

navigates to the previous page. Process Flow

o Left Arrow - navigates to the Contract List. o "Where Am I" button - opens the tool process flow diagram. o Right Arrow - navigates to the Assessment Planning page.


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Import Project from ARRT Requirements Definition

Users who have completed a PWS/WBS in the ARRT Requirements Definition can import that Project's data into this tool.

Select the file that contains the desired Project by clicking the "Browse" button. o Navigate to the file by searching for the folder where it is saved. o Click "OK" when you have selected the file.

Select the Project you want to import by clicking on the Project name in the box. Click the "Import Project" button. A confirmation window will appear where you can either cancel or confirm the

import. If the Import was successful, an "Import Complete" dialog will appear.


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Contract Information- Edit

Edit an existing Contract's Information by addressing the following fields:

"Review and Update QASP" button - navigates you to a set of screens where you can view, edit, delete, and create new QASP items in order to reconcile it with the contract. For more information on this topic, navigate to the Review and Update QASP page.

Folder - the folder where you want the new Contract to be located. Creation Date - displays when the Project was created. Contract Name - the name of the ARRT Performance Assessment project. Contract Data - use the dropdown box to select the contract data set for this

project. o "Edit" button - edits the selected contract data set. o "Add" button - allows you to create a new set of contract data. o "Manage Contracts List" button - navigates to the "Contracts List" where

you can manage the contract data sets in the tool. These "contracts" are not to be confused with the ARRT Performance Assessment projects/contracts. These "contracts" contain the specific contract details.


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o Contract Award Date - the date when the contractor was awarded the contract.

o Contract Effective Date - the date when the contractor is allowed to begin work on the contract.

o Contract Completion Date - the date when the contract ends and the work needs to be completed.

Contractor Information- use the dropdown box to select the contractor for this project.

o "Edit" button - edits the selected Contractor. o "Add" button - allows you to create a new Contractor. o "Manager Contractors List" button - navigates you to a list of Contractors

used in the tool that you can manage. "Save" button - saves the changes made to the Contract. "Cancel" button - discards changes to the Contract and navigates to the previous

page. Process Flow

o Left Arrow - navigates to the Contract List. o "Where Am I" button - opens the tool process flow diagram. o Right Arrow - navigates to the Assessment Planning page.


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Contract List Management

ARRT Performance Assessment users can add contract data to each of the projects (contracts) used in the tool. This data can be managed from this page.

"New" button - allows you to create a new set of contract data, including Contract Number, Award Date, Effective Date, and Completion Date.

"Edit" button - opens the selected contract data set for editing. "Delete" button - remove the selected contract data set from the tool. If a contract

data set is assigned to a project, it cannot be deleted. Please note: this action cannot be undone.

"Copy" button - makes a copy of the selected set of contract data.


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Contractor List Management

ARRT Performance Assessment users can assign Contractors to each of the projects (contracts) used in the tool. This data can be managed from this page.

"New" button - allows you to create a new Contractor. "Edit" button - opens the selected Contractor for editing. "Delete" button - removes the selected Contractor from the tool. If a Contractor is

assigned to a project, it cannot be deleted. Please note: this action cannot be undone.

"Copy" button - makes a copy of the selected Contractor.


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SECTION 6 - Review and Update QASP

It is important to reconcile the QASP you use in the ARRT Performance Assessment tool to what was agreed upon in the contract.

Review and Update QASP

Use this form to create/edit your QASP. If you imported a QASP from an ARRT Requirements Definition project, you will see a list of all of the items in the QASP. You can filter the items using the radio buttons at the top of the page.

Importance options - select the Importance of the QASP items by clicking the appropriate radio button.

"Edit" button - navigates to the "QASP Item Editor" where you can edit an existing QASP item.

"Delete" button - deletes the QASP item. Please note: this action cannot be undone.

"Add New QASP Item" button - launches a wizard where you can step through the process of creating a new WBS item, PWS Section, or QASP Section.


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"Edit PWS Section Prefix" button - launches a dialog where you can define whether or not your PWS and WBS sections use a prefix. This is not a mandatory item.

QASP Item Editor

This form displays all of the data pertaining to the QASP item you selected.

"Edit Item Information" button - opens the "QASP Item Editor" window where you can edit the item's Number, Name, Description, and Importance.

Standards and AQLs o Displays the Standards and Acceptable Quality Levels (AQLs) for the

QASP item. o "Add New" button - launches a dialog where you can add a new Standard

and AQL. o Pencil (Edit) button - launches the editor where you can make changes to

an existing Standard and/or AQL. o "X" button - deletes the Standard and AQL. Please note: this action cannot

be undone.


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Inspection Information o Displays the Inspection Information (What, How, Frequency, and Who) for

the QASP item. o "Add New" button - launches a dialog where you can add new Inspection

Information. o Pencil (Edit) button - launches the editor where you can make changes to

an existing Inspection. o "X" button - deletes the Standard and AQL. Please note: this action cannot

be undone. Deliverables

o Displays the Deliverable information (Number, Name, Frequency, and Quantity) for the QASP item.

o "Add New" button - launches a dialog where you can add a new Deliverable.

o Pencil (Edit) button - launches the editor where you can make changes to an existing Deliverable.

o "X" button - deletes the Deliverable. Please note: this action cannot be undone.

"Previous" button - navigates to the previous QASP item in the list. "Next" button - navigates to the next QASP item in the list.

Add New QASP Item

To create a new QASP item, you must first select from one of the following three options:

Create New WBS Task Create New PWS Section Create New QASP Section

After making a selection, click one of the following buttons to continue:


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"Continue" button - opens the appropriate editor based on which option you selected above.

"Cancel" button - discards your changes and returns you to the previous page.

QASP Item Editor

Fill out this form to create/edit the following general information for your QASP item:

Number WBS Task/Section Name Description/Section Text Importance

Use these buttons to help with this task:

"Edit PWS Section Prefix" - launches a dialog where you can define whether or not your PWS and WBS sections use a prefix. This is not a mandatory item.


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"Save and Close" button - saves your data and returns you to the QASP Item Editor.

"Cancel" button - discards your changes and returns you to the QASP Item Editor.

Standards Editor

Fill out this form to create/edit the Standards and AQLs for your QASP item. Use these buttons to help with this task:

"Save and New" button - saves your data and opens a blank form for you to create another Standard and AQL.




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Inspection Information Editor

Fill out this form to create/edit the Inspection Information for your QASP item. Use these buttons to help with this task:

"Save and New" button - saves your data and opens a blank form for you to create another set of Inspection Information.




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Deliverable Editor

Fill out this form to create/edit the Deliverables for your QASP item. Use these buttons to help with this task:

"Save and New" button - saves your data and opens a blank form for you to create another Deliverable.




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SECTION 7 - Assessment Planning

The Assessment Planning page is where you will decide which QASP items need to be assessed and create your Assessment schedule.

Assessment Planning

The Assessment Planning page contains a list of all of the QASP items in your ARRT Performance Assessment project. This list is filterable by Type and each column is sortable by clicking on the column header.

Begin by selecting the checkbox next to the items you will be assessing. You can use the "Select All" checkbox if you plan on assessing all of the items in the list.

"Schedule Multiple Items" button - launches a dialog that gives you options to schedule multiple QASP items at once. More information on this topic is available below.


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"Schedule All" button - launches the Quick Item Scheduler dialog where you can create an Assessment schedule for your QASP items. More information on this topic is available below.

"Review Importance" button - navigates to the Review and Update QASP page where you can manage the Importance of your QASP items.

"Schedule" button - launches the Scheduling Editor for the QASP item. Read the section below for more information on this topic.

"View" button - navigates to the QASP Item Viewer where you can review the item's general information, Standards and AQLs, Inspection Information, and Deliverables.

Process Flow o Left Arrow - navigates to the Contract Information page. o "Where Am I" button - opens the tool process flow diagram. o Right Arrow - navigates to the Assessment Execution page.

Schedule Multiple Items

When scheduling Assessments, the tool allows you to schedule multiple items at one time in order to reduce time and repeated steps. There are two options for this functionality:

"Schedule multiple Assessments with the same frequency" - allows you to give multiple QASP items the same recurrence, or frequency. These Assessments are not related in any way other than the frequency.

"Create a group of QASP Items that will be assessed together" - allows you to package QASP items together in order to assess them as a group. You can give this grouping an alias that will better help you differentiate the group from the individual items.


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After making your selection, click the "Next" button to navigate to a page where you can select what QASP items you want to schedule. Click the "Cancel" button to abort this function.

Quick Item Scheduler

The Quick Item Scheduler provides you an easy way to assign a frequency to your QASP items. This is similar to the Scheduling Editor, but with fewer scheduling options.

Select which QASP Items you want to schedule using this method by using the appropriate checkboxes. Then select the frequency for the schedule. Click "Save and Close" to complete this function or "Cancel" to discard any progress you have made.


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Scheduling Editor

The ARRT Performance Assessment tool allows you to schedule a recurrence for each QASP item you are going to assess. The following screen captures illustrate each recurrence type and what options exist.

One Time (Once) Occurrence

Date - enter the date that this Assessment should take place. Please note: the date must be within the dates of the contract.

"Previous" button - saves the data and navigates to the previous QASP item in the list.

"Next" button - saves the data and navigates to the next QASP item in the list. "Save and Close" button - saves the Scheduling data and navigates to the

Assessment Planning page. "Cancel" button - discards the edits and closes the Scheduling Editor.


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Daily Recurrence

Recurrence o Every [enter number of days] Days - if you do not want to perform the

Assessment every weekday, enter the frequency interval here. For instance, entering a "2" will cause the Assessment to occur every other weekday.

o Every weekday - the Assessment will occur Monday through Friday. Range of Recurrence

o Start Options Use Contract Effective Date - uses the Effective Date you entered

on the Contact Information page. Begin on Specific Date - enter the date when you want the

Assessments to start. Please note: the date must be within the dates of the contract.

o End Options Use Contract Completion Date - uses the Completion Date you

entered on the Contact Information page. End after [enter number] occurrences - use this option if there are a

finite number of occurrences necessary for the Assessment.


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End By Specific Date - enter the date when you want the Assessments to end. Please note: the date must be within the dates of the contract.




Weekly Recurrence

Recurrence o Every [enter number] Weeks - if you do not want to perform the

Assessment every week, enter the frequency interval here. For instance, entering a "2" will cause the Assessment to occur every other week.

o Day of the Week checkboxes - select which day(s) of the week you want to perform the Assessment.


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Range of Recurrence o Start Options

Use Contract Effective Date - uses the Effective Date you entered on the Contact Information page.

Begin on Specific Date - enter the date when you want the Assessments to start. Please note: the date must be within the dates of the contract.



finite number of occurrences necessary for the Assessment. End By Specific Date - enter the date when you want the

Assessments to end. Please note: the date must be within the dates of the contract.





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Monthly Recurrence

Recurrence o Day [day of month] of every [number of months] month(s) - if you want the

Assessment to occur on a specific day of the month, enter that day and the month interval here.

o The [week] [day of the week] of every [enter number of months] month(s) - if the Assessment should occur on a specific day of the week each month, enter the week, day, and month interval here.




o End Options


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Use Contract Completion Date - uses the Completion Date you entered on the Contact Information page.

End after [enter number] occurrences - use this option if there are a finite number of occurrences necessary for the Assessment.






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Quarterly Recurrence

Recurrence o Day [day of month] of every 3 months - if you want the Assessment to

occur quarterly on a specific day, enter that day here. o The [week] [day of the week] of every 3 months - if the Assessment should

occur on a specific day of the week every quarter, enter the week and day here.






finite number of occurrences necessary for the Assessment. End By Specific Date - enter the date when you want the

Assessments to end. Please note: the date must be within the dates of the contract.





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Yearly Recurrence

Recurrence o Every year on [month] Day: [enter date] - if the Assessment should occur

on a specific day of the year each year, enter that date here. o The [week] [day of the week] of [enter month] - if the Assessment should

occur on a specific day of the month each year, enter the interval, day of the week, and month here.






finite number of occurrences necessary for the Assessment.


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SECTION 8 - Assessment Execution

The Assessment Execution page displays the schedule you created on the Assessment Planning page. This is where you will collect the data for the Assessments you perform.

Assessment Execution

The Assessment Execution page contains a list of all of the items that have been scheduled for assessment in the Contract. This list is filterable by Type and each column is sortable by clicking on the column header. An Assessment will be colored red if it is overdue.

"Assess" button - launches the Assessment Editor where you can fill in the fields necessary to complete an Assessment. Once an Assessment is marked as "complete", it will no longer be visible on the Assessment Execution list. See the section below for more information on this topic.

"X" button - removes the Assessment from the list. Please note: this only removes that one occurrence, not the entire set of recurrences.


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"View Performed Assessments" button - navigates to a list of all of the Assessments that have been completed.

"Create Unscheduled Assessment" button - launches a blank Assessment Editor form where you can make an ad-hoc Assessment or an Assessment that was not previously planned.

Process Flow o Left Arrow - navigates to the Assessment Planning page. o "Where Am I" button - opens the tool process flow diagram. o Right Arrow - navigates to the CPARS Review page.

Assessment Editor - Date and Performer

The first step in creating an Assessment is to determine when the Assessment was performed and by whom. Enter the following data for each Assessment:

Assessment Performance Date - the date when the assessment took place. Who Performed the Assessment - type in the assessor's name or select a

previously used name from the dropdown box.


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Other functionality on this page:

"Assign Item to Assessment" button - allows you to assign QASP items to an Assessment, whether it be scheduled or unscheduled.

"Save" button - saves the data. "Cancel" button - discards changes and navigates to the Assessment Execution

page. Process Flow

o "Previous" button - saves the data and navigates to the Assessment Execution list.

o "Next" button - saves the data and navigates to the Rating and Comments step in the Assessment Editor process.

"Review Requirement" button - opens the Standards and Inspections reference popup window.

Previous Assessment Information o Date Performed - the Assessment date for the previously performed

Assessment in the recurrence cycle. o Performer - the person who performed the previous Assessment in the

recurrence cycle.


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Assessment Editor - Rating and Comments

The second step in creating an Assessment is give the Assessment a rating and write comments and justifications supporting the rating. Enter the following data for each Assessment:

Rating - use the radio buttons to select the Assessment Rating. Definitions for each rating will appear when you make a selection.

Comments/Justification - type a rationale as to why the rating was given. You can use previously used comments for the QASP item and the rating from the lists on the right by selecting the row and clicking the appropriate "Add" button.


"Save" button - saves the data "Cancel" button - discards changes and navigates to the Assessment Execution

page. Process Flow

o "Previous" button - saves the data and navigates to the Date and Performer step in the Assessment Editor process.


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o "Next" button - saves the data and navigates to the CPARS Categories step in the Assessment Editor process.



Assessment in the recurrence cycle. o Rating - the Rating for the previously performed Assessment in the

recurrence cycle. o Comment/Justification - the Comments for the previously performed

Assessment in the recurrence cycle.

Assessment Editor - CPARS Categories

The third step in creating an Assessment is assign the Assessment to the appropriate CPARS Categories to which it is related. Enter the following data for each Assessment:

CPARS Categories - use the checkboxes to select the CPARS Categories that relate to this Assessment.


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"Use Previous CPARS Categories" button - click this button to auto-select the Categories that were used for the previously performed Assessment in the recurrence cycle.


"Save" button - saves the data "Cancel" button - discards changes and navigates to the Assessment Execution

page. Process Flow

o "Previous" button - saves the data and navigates to the Rating and Comments step in the Assessment Editor process.

o "Next" button - saves the data and navigates to the Assessment Summary page.



Assessment in the recurrence cycle. o CPARS Categories - the CPARS Categories for the previously performed

Assessment in the recurrence cycle.


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Performed Assessments

This form contains a list of all of the Assessments that have been performed in the Contract. This list is searchable and each column is sortable by clicking on the column header.

o "View" button - opens the Assessment Editor so you can review your Assessment data.


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SECTION 9 - CPARS Review

On the CPARS Review page, you will define your Assessment Period, give the contractor an overall rating, and rate each of the CPARS Categories.

CPARS Review

The CPARS Review page is where you will finalize your CPARS inputs for an Assessment Period.

Assessment Period - select a period from the dropdown box. "Add" button - launches a dialog where you can create a new Assessment

Period. "Edit" button - launches an editor where you can edit the currently selected

Assessment Period. "Assessment Period Manager" button - navigates to a page where you can

create, edit, copy, and delete Assessment Periods. See the section below for more information on this topic.


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Overall CPARS Rating - use the radio buttons to select the Overall CPARS rating. The definition of each rating appears as reference when you make a selection.

"View Performed Assessments" button - navigates to a list of all of the Assessments that have been performed and marked as complete.

"Add Unscheduled Assessment" button - launches a blank Assessment Editor form where you can make an ad-hoc Assessment or an Assessment that was not previously planned.

Previous Period - displays the Overall CPARS Rating you gave for the last Assessment Period.

Weighted Average of Category Ratings - displays the average of all of the CPARS Categories' Ratings for the selected Assessment Period.

Comment/Justification - write any notes pertaining the the CPARS rating in this space.

Recommendation - write any recommendations pertaining the the CPARS rating in this space.

"Edit" buttons - click the "Edit" button that corresponds to the CPARS Category you want to rate/review. For more information on this topic, see the section further down on this page.

"Save" button - saves the CPARS Review data. "Cancel" button - discards any changes that have been made to the CPARS

Review since the page was last saved. Process Flow

o Left Arrow - navigates to the Assessment Execution page. o "Where Am I" button - opens the tool process flow diagram. o Right Arrow - navigates to the Work Products page.


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Assessment Period Manager

ARRT Performance Assessment users can add Assessment Periods to each of the Contracts used in the tool. This data can be managed from this page.

"New" button - allows you to create a new Assessment Period. "Edit" button - allows you to edit the selected Assessment Period. "Delete" button - removes the selected Assessment Period from the tool. Please

note: this action cannot be undone. "Copy" button - copies the selected Assessment Period.


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CPARS Category Ratings Editor

The CPARS Category Ratings Editor is where you will rate the individual CPARS Categories for an Assessment Period. You can navigate through each of the Categories using the colored banner at the top.

CPARS Category - displays the Category that you are currently editing. CPARS Rating - use the radio buttons to select the rating for the CPARS

Category. The definition of each rating appears as reference when you make a selection.

Previous Period - displays the rating you gave the CPARS Category for the last Assessment Period.

Assessment Average - displays the average of all of the Assessments you are using as justification for the CPARS Category Rating for the selected Assessment Period. The Assessment's QASP item's Importance is taken into consideration in this calculation.

Corresponding Assessments - a list of all of the Assessments that were tagged with the current CPARS Category in the selected Assessment Period. The list of sortable by column by clicking on the column header. Use the checkbox to include the Assessment as part of your supporting data.


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"View" button - navigates to the Assessment Editor so you can review the Assessment.

"Rating is Complete" checkbox - mark the CPARS Category Rating as complete using this checkbox.

"Save and Close" button - saves the CPARS Category Rating data. "Cancel" button - discards the edits and navigates to the previous page.


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SECTION 10 - Work Products

The ARRT Performance Assessment helps you create Work Products such as inputs to your CPARS as well as export other reports that are helpful in your assessment execution.

Work Products Page

On the Work Products page, there is a list of documents that you can edit and/or review:

CPARS Report - inputs for your formal CPARS report based on a specific period of assessment.

Chronological Report of Performed Assessments - list of the Assessments you performed in a given period

Chronological History by CPARS Category - list of the Assessments performed in a given period grouped by CPARS Categories.

Graphical History by CPARS Category - Microsoft Excel spreadsheet containing graphs of the ratings given for each period of performance for each CPARS Category.


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Upcoming Assessments - a list of upcoming assessments based on a time period you choose.

You can export a Work Product from this screen by clicking the "Export" button.

Other functionality on this page includes the following:

Process Flow o Left Arrow - navigates to the CPARS Review page o "Where Am I" button - opens the tool process flow diagram.

CPARS Report

The tool creates a Microsoft Word document with the inputs you created for a specific Assessment Period. There are three options for the export:


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Export CPARS Report Only - exports a document that looks very much like a CPARS report.

Export CPARS Report with Assessments Used as Justification - exports the same document as above, but also includes a list of Assessments that you selected as the justification for the CPARS Category ratings.

Export CPARS Report with All Assessments Performed During the Period - exports the CPARS Report, but also includes a list of all of Assessments that were performed during the Assessment Period.

Chronological Report of Performed Assessments

This report displays of performed Assessments based on a period of performance you choose.

Select the Period of Performance you would like to export. "Export to MS Word" button - exports your report to Microsoft Word. "Cancel" button - cancels the export and returns to the Work Products page.


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Chronological History by CPARS Category

This report displays of performed Assessments based on a period of performance you choose.

Select the Period of Performance you would like to export. Select whether you want to include just the Assessments you used as

justification or all of the Assessments performed during the period. "Export to MS Word" button - exports your report to Microsoft Word. "Cancel" button - cancels the export and returns to the Work Products page.


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Graphical History by CPARS Category

This export creates graphs in MS Excel that display the ratings you gave for each CPARS Category during the life of the Contract.


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Upcoming Assessments

This report provides you a list you with a list scheduled assessments based on start and end dates you choose.

"Change Dates" button - launches a dialog where you can enter the start and end dates for the period you want to view.

"Export to Word" button - exports your report to Microsoft Word.

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