Contractor Performance system user manual

#### **Contracting Officer** 

National Institutes of Health

Table of Contents

Introduction

Welcome to the "New" CPS 3

Chapter 1

Registering a User and

Assigning the User's Role 6

CHAPTER 2

Update/Change a User

Profile 8

CHAPTER 3

Contracting Officer Does

The Evaluation 10

CHAPTER 4

Contracting Officer Assigns

Evaluation to Contracting

Officer Designee, Project

Officer and Does Contractor

Comments Themselves 13

CHAPTER 5

Contracting Officer Assigns Evaluation to Contracting

Officer Designee, Project

Officer and Sends to

Contractor 19

Chapter 6

Contracting Officer Assigns Evaluation to Contracting

Officer Designee and Does Contractor Comments

Themselves 27

Chapter 7

Contracting Officer Assigns Evaluation to Contracting

Officer Designee and Sends Evaluation to Contractor 32

Chapter 8

Contracting Officer Assigns Evaluation to Project

Officer and Does Contractor

Comments Themselves 40

Chapter 9

Contracting Officer Assigns Evaluation to Project

Officer and Sends Evaluation

to Contractor for Comments 45

Chapter 10

Contracting Officer Does the

Evaluation (Government Side) and Sends to Contractor for Comments 54

### WELCOME TO THE "NEW" CPS

Roles:

-   **Contracting Officer (CO**) -- Initiates new evaluations, works
    with Project Officer/COTR to rate and comment on Contractor\'s
    performance, controls evaluation throughout evaluation process and
    finalizes evaluation.

-   **Contracting Officer Designee (COD**) -- Responsible for filling in
    required information on the evaluation for the CO.

-   **Project Officer/COTR (PO/COTR)** -- Responsible for ratings and
    comments on Contractor\'s performance. Works closely with the CO.

-   **Contractor Representative (CR)** -- Receives electronic
    evaluations and comments on the Government\'s comments.

-   **Alternate Contractor Representative (ACR)** -- Responsible for
    informing the CO if 1) the CR is on extended leave (so CO can extend
    thirty-day review deadline) and 2) the CR has left the organization.

-   Agency Reviewer (AR) -- Responsible for deciding on the CO\'s or the
    CR\'s behalf when there is a rebuttal.

-   **System Administrator (SA)** -- Responsible for the oversight of
    the CPS,

-   **Organization Administrator (OA)** -- Responsible for registering
    users within their organization and can run CPS usage statistics.

-   **CPS -- Guest** -- Ability to do a one-time search on finalized
    evaluations.

Inside the CPS:

URL for subscribing Government personnel (CO, COD, PO/COTR, AR, SA, OA
and CPS-Guest): [https://cps.nih.gov](https://cps.nih.gov/)

URL for Industry personnel (CR and ACR):
[https://cpscontractor.nih.gov](https://cpscontractor.nih.gov/)

When you are registered to use the CPS, you will receive an email giving
you your Login ID and Password. You have a one-time opportunity to
change your Login ID. You must change your Password. **Please remember
your Login ID and Password**. Should you forget either your Login ID or
Password, notify your Organization Administrator (OA). **The OA is the
only individual that can re-register you and re-set your password**.

When you first log on to the CPS you will be presented with the message
screen.

-   Note -- if you are assigned to more than one role, select your role
    and the message screen will appear.

There is a separate message screen for each role. Messages displayed
pertain solely to the role you are logged in as. **Please take time to
read these messages as this is one of the ways we can communicate
important information to you**.

It is recommended that you use Internet Explorer as your browser to log
on to the CPS. You may use Netscape Communicator/Navigator but may
experience some glitches. These glitches **will not** affect the
evaluation process.

After logging into the CPS you will see the browser\'s menu and tool
bar. Additionally, you will see the CPS\'s blue menu bar and the red
tabs. The blue menu bar contains the same buttons for every role.

Blue menu bar buttons:

-   Home -- takes you back to the message screen.

-   Tutorial -- Currently not available.

-   Help -- Currently not available.

-   CPS Info -- Currently not available.

-   Support E-mail -- you can email the CPS support staff regarding
    problems and errors. Please indicate the exact problem/error and
    give the following information: 1) Contract Number, 2) Task Order
    Number (if applicable) and 3) Report Period Begin/Start date.

-   Change Role -- takes you to the \"Select a Role\" screen. This is
    for users assigned to more than one role. Note -- you can only
    assume one role per evaluation.

-   Log Out -- click on this button when you want to exit CPS. Upon
    clicking this button you will be taken to the CPS Login screen. From
    here you can exit your browser.

Red tabs:

-   Add New Evaluation -- for the CO to enter a new evaluation.

-   Evaluation Status -- to find the status of all \"in-progress\"
    evaluations you have in the CPS. This is where you call up a saved
    evaluation for you to continue working on.

-   Search -- search the database (final evaluations only) for source
    selection.

-   Your Profile -- information about you such as email address, name,
    phone, fax number and Login ID. You can also change your password
    from this tab. **Please remember to keep your profile information up
    to date**.

-   Register User -- to add a new user, update/change a user profile or
    delete a user profile.

-   CPS Usage Statistics -- where you can run statistical reports for
    your organization.

-   Register Organization -- where you can register an organization and
    its components.

-   Admin Function -- review pending contractor registrations.

Depending on which role you select the tabs will vary. Here is a list,
by role, of the tabs you will see.

Contracting Officer -- Add New Evaluation, Evaluation Status, Search,
Your Profile and Register User

Contracting Officer Designee -- Evaluation Status and Your Profile

CPS -- Guest -- Search and Your Profile

Organization Administrator -- Register User, Your Profile and CPS Usage
Statistics

Project Officer/COTR -- Evaluation Status and Your Profile

System Administrator -- Register Organization, Register User, Your
Profile, Admin Functions and CPS Usage Statistics

Agency Reviewer -- Evaluation Status and Your Profile

In addition to the blue menu bar and red tabs you will see to the right
of the blue menu bar what role you are logged in as.

Your organization\'s logo will appear in the upper right-hand corner of
the CPS screen.

When you want to exit the CPS do the following:

-   Make sure you save the information you entered on the evaluation by
    either clicking to another tab or by clicking on the \"Save/Print\"
    tab.

-   Click the blue menu button \"Log Out\"

-   From the Login screen you can exit the browser.

We want to make your CPS experience an easy one. We hope that you will
enjoy this \"new\" version and welcome any suggestions (via email) you
may have regarding the system or this manual.

Thank you -- CPS Staff

Open the CPS -- Open a browser (preferably Internet Explorer)

Type in URL: [https://cps.nih.gov](https://cps.nih.gov/)

Type in your Login ID and Password

Click the \"Login\" button

Note:

-   If you have more than one role assigned the \"Select a Role\" screen
    will appear.

> Click \"CPS -- Contracting Officer\"
>
> Click \"Continue\"

-   If you have only one role assigned the message screen will appear.

    -   If you are not assigned to a Contracting Officer role then do
        the following:

        1.  Click the \"Register User\" tab

        2.  Select \"Add a new user profile\"

        3.  Click \"Continue\"

        4.  1\) type in one of the following, User Email, Last Name,
            your First Name, Phone number, Fax number, LoginID and
            Password 4) Click \"Continue\".

        5.  Click the \"Choose Organization\" button

        6.  Wait for the list to appear

        7.  Find your organization and click on the folder

        8.  Either click the \"x\" in the upper right-hand corner to
            close the screen or click the \"Finished\" button

        9.  Click the down arrow next to the \"Administrative Role\"
            text box and select the role \"Project Officer\" (PO/COTR),
            or "Contracting Officer Designee" (COD), and or "Agency
            reviewer" (AR).

        10. Click the \"Assign the Role\" button

Open the CPS -- Open a browser (preferably Internet Explorer)

Type in URL: [https://cps.nih.gov](https://cps.nih.gov/)

Type in your Login ID and Password

Click the \"Login\" button

Note:

-   If you have more than one role assigned the \"Select a Role\" screen
    will appear.

> Click \"CPS -- Contracting Officer\"
>
> Click \"Continue\"

-   If you have only one role assigned the message screen will appear.

    -   If you are not assigned to a Contracting Officer role then do
        the following:

        1.  Click the \"Register User\" tab

        2.  Click \"Update/Change a User Profile\"

        3.  Click \"Continue\"

        4.  Either type in your Login ID or click \"Find User\". If you
            click \"Find User\" then: 1) type in one of the following,
            your Last Name, your First Name or your Email address, 2)
            Click \"Find User\", 3) Find your Login ID and click on it,
            and 4) Click \"Continue\".

> Now you can update/change user profile and

5.  Click \"Update User\"

Open the CPS -- Open a browser (preferably Internet Explorer)

Type in URL: [https://cps.nih.gov](https://cps.nih.gov/)

Type in your Login ID and Password

Click the \"Login\" button

Note:

-   If you have more than one role assigned the \"Select a Role\" screen
    will appear.

> Click \"CPS -- Contracting Officer\"
>
> Click \"Continue\"

Click the \"Add New Evaluation\" tab

Click the down arrow next to the \"Host Agency\" text box and select the
Host Agency.

-   Note -- the Host Agency is the Agency who awarded the contract.

Click the down arrow next to the \"Evaluating Organization\" text box
and select the Evaluating Organization.

-   Note -- the Evaluating Organization is the organization with whom
    you work (i.e., if you work for an organization that is a component
    of a larger organization then select the larger organization. For
    example the US Coast Guard is a component of the Department of
    Transportation. In this case you would select the Department of
    Transportation.

Click the down arrow next to the \"Contracting Office\" text box and
select your contracting office.

-   Note -- this is the office or component that you work in. If your
    agency does not have a smaller breakdown then you would select your
    Department/Agency. In the example above the US Coast Guard would be
    selected (or a contracting office within the US Coast Guard, if
    broken down even smaller).

Type in the Contract number

Type in the Task Order number if there is one

Tie in the Reporting Period Begin and End date

Select the Evaluation Type

-   Note -- Interim means during the life of the contract. Final means
    upon contract expiration or the end of the contract.

Select the type of Evaluation Form.

-   Note -- Standard is the default. To select Construction, click on
    the down arrow and click Construction

Click \"Continue\"

The next screen that appears is the \"Assign/Submit\"

-   Note -- the information you typed on the prior screen now appears
    hard coded at the top of the form. If something is incorrect, click
    the hypertext \"Modify Contract Header Info\" to correct the
    information and then click the \"Continue\" button.

The default for the \"Government Assignments\" section is \"Assign to
Self\". Leave it as it is and scroll down to the \"Contractor Comment
Assignments\" section. Note:

-   If the system does not recognize an organization associated with the
    contract number or if your Contractor Representative has not
    registered then the default \"Contracting Officer\" is selected.
    This means that the evaluation cannot be electronically sent to your
    Contractor Representative. In this scenario you are doing the
    evaluation yourself so this is default is what you want selected.

-   If a your Contractor Representative is registered and the system
    recognizes the contractor organization associated with the contract
    number then two options will appear. Again, for this scenario you
    want to keep the default selected.

Click \"Continue\"

You will automatically be at the first tab \"Contract Data\"

Fill out the information. Note -- the asterisks mean that information is
required.

To find the contractor information (if blank) click on the hypertext
\"Lookup Contractor Info\" and type in the contractor organization\'s
DUNS.

Select one of the two options.

Continue to type in the required information.

When finished either click on the \"\^Up to Tabs\" hypertext or scroll
to the top of the form.

Click on the \"Ratings\" tab

-   Note -- by clicking on the next tab the system automatically saves
    the information you entered on the previous tab/screen. If there are
    any errors you cannot precede to the next tab until the errors are
    corrected or the required data entered.

Select a rating and enter your comments for each of the rating
categories (Quality of Product or Service, Cost Control, Timeliness of
Performance and Business Relations).

-   Note -- If you are evaluating a Fixed-Priced contract you are not
    required to give a rating or comment. The system automatically
    selects the \"N/A\" option.

When finished click on the next tab \"Additional Info\"

Answer the questions and/or fill in the required information

When finished click on the next tab \"Admin Info\"

Fill in the required information.

When finished click on the next tab \"Save/Print\"

-   Note -- This is a hard coded copy of the evaluation you just
    entered. To print a copy click on the hypertext \"Display Print
    Version\" and either click on the printer icon on your browser\'s
    tool bar or click \"File\" and then \"Print\" from your browser\'s
    menu bar

If you do not want to print the evaluation scroll to the top and click
the next tab \"Assign/Submit\"

Click the button \"Proceed to Enter Contractor Comments\"

Enter the contractor comments or click the box if the contractor has
elected not to comment.

Click the \"Assign/Submit\" tab to finalize the evaluation.

Click the button \"Finalize Government Comments\".

Go through each tab to check the information.

If there are no corrections/modifications, click the \"Assign/Submit\"
tab.

Click the button \"Finalize this Evaluation\".

-   Note -- At any time you can log out of the system by clicking on the
    \"Logout\" tab on the blue menu bar. Be sure to save what you
    entered by either clicking on a different tab or by clicking on the
    \"Save/Print\" tab. You can get back to the evaluation by logging
    onto the CPS, selecting your role (if you have more than one) and
    clicking on the \"Evaluation Status\" tab. Find the evaluation you
    wish to continue working one and click the green draft located in
    the first column.

Once you have finalized the evaluation it will not longer appear in the
Evaluation Status list. You may click on the \"Search\" tab to do a
search for the finalized evaluation.

-   Note -- a finalized evaluation is set into the database for all
    subscribing Contracting Officers to access for source selection.

Open the CPS -- Open a browser (preferably Internet Explorer)

Type in URL: [https://cps.nih.gov](https://cps.nih.gov/)

Type in your Login ID and Password

Click the \"Login\" button

Note:

-   If you have more than one role assigned the \"Select a Role\" screen
    will appear.

> Click \"CPS -- Contracting Officer\"
>
> Click \"Continue\"

Click the \"Add New Evaluation\" tab

Click the down arrow next to the \"Host Agency\" text box and select the
Host Agency.

-   Note -- the Host Agency is the Agency who awarded the contract.

Click the down arrow next to the \"Evaluating Organization\" text box
and select the Evaluating Organization.

-   Note -- the Evaluating Organization is the organization with whom
    you work (i.e., if you work for an organization that is a component
    of a larger organization then select the larger organization. For
    example the US Coast Guard is a component of the Department of
    Transportation. In this case you would select the Department of
    Transportation.

Click the down arrow next to the \"Contracting Office\" text box and
select your contracting office.

-   Note -- this is the office or component that you work in. If your
    agency does not have a smaller breakdown then you would select your
    Department/Agency. In the example above the US Coast Guard would be
    selected (or a contracting office within the US Coast Guard, if
    broken down even smaller).

Type in the Contract number

Type in the Task Order number if there is one

Tie in the Reporting Period Begin and End date

Select the Evaluation Type

-   Note -- Interim means during the life of the contract. Final means
    upon contract expiration or the end of the contract.

Select the type of Evaluation Form.

-   Note -- Standard is the default. To select Construction, click on
    the down arrow and click Construction

Click \"Continue\"

The next screen that appears is the \"Assign/Submit\"

-   Note -- the information you typed on the prior screen now appears
    hard coded at the top of the form. If something is incorrect, click
    the hypertext \"Modify Contract Header Info\" to correct the
    information and then click the \"Continue\" button.

The default for the \"Government Assignments\" section is \"Assign to
Self\".

Click the option \"Assign to Contracting Officer Designee and Project
Officer/COTR\".

Click the down arrow next to the text box labeled \"Contracting Officer
Designee (COD)\" to search for the Contracting Officer Designee or click
the hypertext \"Lookup COD Login Details\" to find the Contracting
Officer Designee.

Click on their Login ID.

Click the down arrow next to the text box labeled \"Project
Officer/COTR\" to search for the Project Officer/COTR or click the
hypertext \"Lookup PO Login Details\" to find the Project Officer/COTR.

Click on their Login ID.

Type in the Contractor Manager/Principal Investigator Last Name and
First Name.

Scroll down to the \"Contractor Comment Assignments\" section.

Note:

-   If the system does not recognize an organization associated with the
    contract number or if your Contractor Representative has not
    registered then the default \"Contracting Officer\" is selected.
    This means that the evaluation cannot be electronically sent to your
    Contractor Representative. In this scenario you are doing the
    evaluation yourself so this is default is what you want selected.

-   If your Contractor Representative is registered and the system
    recognizes the contractor organization associated with the contract
    number then two options will appear. Again, for this scenario you
    want to keep the default selected.

Click \"Continue\".

You will automatically be at the \"Assign/Submit\" tab.

The Contracting Officer Designee name and the Project Officer/COTR name
you are assigning the evaluation to appear beneath the Contract Header
Info.

Note:

-   If either of these are not the correct person, click the hypertext
    \"Re-assign to a different person\" and do the following

On the \"Assign/Submit\" tab screen, click the option \"Assign to
Contracting Officer Designee and Project Officer/COTR\".

> Click the down arrow next to the text box labeled \"Contracting
> Officer Designee (COD)\" to search for the Contracting Officer
> Designee or click the hypertext \"Lookup COD Login Details\" to find
> the Contracting Officer Designee.
>
> Click on their Login ID.
>
> Click the down arrow next to the text box labeled \"Project
> Officer/COTR\" to search for the Project Officer/COTR or click the
> hypertext \"Lookup PO Login Details\" to find the Project
> Officer/COTR.
>
> Click on their Login ID.

Type in the Contractor Manager/Principal Investigator Last and First
Name.

> Click \"Continue\".

You will automatically be at the \"Assign/Submit\" tab.

> Again, the Contracting Officer Designee name and the Project
> Officer/COTR name you are assigning the evaluation to appear beneath
> the Contract Header Info.

Click the \"Assign this Evaluation\" button

Click the \"Log Out\" button located on the blue menu bar.

Exit your browser.

-   Note -- you will receive an email from both the Contracting Officer
    Designee and the Project Officer/COTR when they have completed their
    assignments

To reclaim the evaluation from the Contracting Officer Designee or the
Project Officer/COTR logon to the CPS.

Click on the \"Evaluation Status\" tab

Find the evaluation.

Click on the yellow icon located in the first column.

Click the \"Reclaim from COD\" (if the evaluation is with the COD) or
click the \"Reclaim from PO\" (if the evaluation is with the Project
Officer/COTR).

Click \"Continue\"

Click \"Close window\"

Find the evaluation.

Click on the green icon to bring the evaluation back up.

Continue to process the evaluation using the Contracting Officer Does
the Evaluation instructions.

After receiving the email notifying you that the Project Officer/COTR
has completed their assignment do the following:

Open the CPS -- Open a browser (preferably Internet Explorer)

Type in URL: [https://cps.nih.gov](https://cps.nih.gov/)

Type in your Login ID and Password

Click the \"Login\" button

Click on the \"Evaluation Status\" tab

Find the evaluation.

Click on the green icon located in the first column

When the screen appears you will be at the \"Contract Data\" tab.

If no corrections need to be made, click the next tab \"Ratings\"

Review the Project Officer/COTR ratings and comments and make any
necessary modifications.

When finished click on the next tab \"Additional Info\"

Review the information and answer the additional questions.

When finished click on the next tab \"Admin Info\".

Fill in required information.

When finished click on the next tab \"Save/Print\"

-   Note -- This is a hard coded copy of the evaluation you just
    entered. To print a copy click on the hypertext \"Display Print
    Version\" and either click on the printer icon on your browser\'s
    tool bar or click \"File\" and then \"Print\" from your browser\'s
    menu bar

If you do not want to print the evaluation scroll to the top and click
the next tab \"Assign/Submit\"

Click the button \"Proceed to Enter Contractor Comments\"

Enter the contractor comments or click the box if the contractor has
elected not to comment.

Click the \"Assign/Submit\" tab to finalize the evaluation.

Click the button \"Finalize Government Comments\".

Go through each tab to check the information.

If there are no corrections/modifications, click the \"Assign/Submit\"
tab.

Click the button \"Finalize this Evaluation\".

-   Note -- At any time you can log out of the system by clicking on the
    \"Logout\" tab on the blue menu bar. Be sure to save what you
    entered by either clicking on a different tab or by clicking on the
    \"Save/Print\" tab. You can get back to the evaluation by logging
    onto the CPS, selecting your role (if you have more than one) and
    clicking on the \"Evaluation Status\" tab. Find the evaluation you
    wish to continue working one and click the green draft located in
    the first column.

Once you have finalized the evaluation it will not longer appear in the
Evaluation Status list. You may click on the \"Search\" tab to do a
search for the finalized evaluation.

-   Note -- a finalized evaluation is set into the database for all
    subscribing Contracting Officers to access for source selection.

Open the CPS -- Open a browser (preferably Internet Explorer)

Type in URL: [https://cps.nih.gov](https://cps.nih.gov/)

Type in your Login ID and Password

Click the \"Login\" button

Note:

-   If you have more than one role assigned the \"Select a Role\" screen
    will appear.

> Click \"CPS -- Contracting Officer\"
>
> Click \"Continue\"

Click the \"Add New Evaluation\" tab

Click the down arrow next to the \"Host Agency\" text box and select the
Host Agency.

-   Note -- the Host Agency is the Agency who awarded the contract.

Click the down arrow next to the \"Evaluating Organization\" text box
and select the Evaluating Organization.

-   Note -- the Evaluating Organization is the organization with whom
    you work (i.e., if you work for an organization that is a component
    of a larger organization then select the larger organization. For
    example the US Coast Guard is a component of the Department of
    Transportation. In this case you would select the Department of
    Transportation.

Click the down arrow next to the \"Contracting Office\" text box and
select your contracting office.

-   Note -- this is the office or component that you work in. If your
    agency does not have a smaller breakdown then you would select your
    Department/Agency. In the example above the US Coast Guard would be
    selected (or a contracting office within the US Coast Guard, if
    broken down even smaller).

Type in the Contract number

Type in the Task Order number if there is one

Tie in the Reporting Period Begin and End date

Select the Evaluation Type

-   Note -- Interim means during the life of the contract. Final means
    upon contract expiration or the end of the contract.

Select the type of Evaluation Form.

-   Note -- Standard is the default. To select Construction, click on
    the down arrow and click Construction

Click \"Continue\"

The next screen that appears is the \"Assign/Submit\"

-   Note -- the information you typed on the prior screen now appears
    hard coded at the top of the form. If something is incorrect, click
    the hypertext \"Modify Contract Header Info\" to correct the
    information and then click the \"Continue\" button.

The default for the \"Government Assignments\" section is \"Assign to
Self\".

Click the option \"Assign to Contracting Officer Designee (COD) acting
on behalf of CO\".

Click the down arrow next to the text box labeled \"Contracting Officer
Designee (COD)\" to search for the Contracting Officer Designee or click
the hypertext \"Lookup COD Login Details\" to find the Contracting
Officer Designee.

Click on their Login ID.

Scroll down to the \"Contractor Comment Assignments\" section.

Note:

-   If the system does not recognize an organization associated with the
    contract number or if your Contractor Representative has not
    registered then the default \"Contracting Officer\" is selected.
    This means that the evaluation cannot be electronically sent to your
    Contractor Representative. In this scenario you are doing the
    evaluation yourself so this is default is what you want selected.

-   If your Contractor Representative is registered and the system
    recognizes the contractor organization associated with the contract
    number then two options will appear. Again, for this scenario you
    want to keep the default selected.

Click \"Continue\".

You will automatically be at the \"Assign/Submit\" tab.

The Contracting Officer Designee name you are assigning the evaluation
to will appear beneath the Contract Header Info.

Note:

-   If this is not the correct person, click the hypertext \"Re-assign
    to a different person\" and do the following

On the \"Assign/Submit\" tab screen, click the option \"Assign to
Contracting Officer Designee (COD) acting on behalf of the CO\".

> Click the down arrow next to the text box labeled \"Contracting
> Officer Designee (COD)\" to search for the Contracting Officer
> Designee or click the hypertext \"Lookup COD Login Details\" to find
> the Contracting Officer Designee.
>
> Click on their Login ID.
>
> Click \"Continue\".

You will automatically be at the \"Assign/Submit\" tab.

> Again, the Contracting Officer Designee name you are assigning the
> evaluation to appears beneath the Contract Header Info.

Click the \"Assign this Evaluation\" button.

Click the \"Log Out\" button located on the blue menu bar.

Exit your browser.

-   Note -- you will receive an email from the Contracting Officer
    Designee when he/she has completed their assignment

To reclaim the evaluation from the Contracting Officer Designee logon to
the CPS.

Click on the \"Evaluation Status\" tab

Find the evaluation.

Click on the yellow icon located in the first column.

Click the \"Reclaim from COD\".

Click \"Continue\"

Click \"Close window\"

Find the evaluation.

Click on the green icon to bring the evaluation back up.

Continue to process the evaluation using the Contracting Officer Does
the Evaluation instructions.

After receiving the email notifying you that the Contracting Officer
Designee has completed their assignment do the following:

Open the CPS -- Open a browser (preferably Internet Explorer)

Type in URL: [https://cps.nih.gov](https://cps.nih.gov/)

Type in your Login ID and Password

Click the \"Login\" button

Click on the \"Evaluation Status\" tab

Find the evaluation.

Click on the green icon located in the first column

When the screen appears you will be at the \"Contract Data\" tab.

If no corrections need to be made, click the next tab \"Ratings\"

Review the ratings and comments entered by the Contracting Officer
Designee and make any necessary modifications.

When finished click on the next tab \"Additional Info\"

Review the information entered by the Contracting Officer Designee and
make any necessary modifications.

When finished click on the next tab \"Admin Info\".

Verify information enter by the Contracting Officer Designee and make
necessary modifications.

When finished click on the next tab \"Save/Print\"

-   Note -- This is a hard coded copy of the evaluation you just
    entered. To print a copy click on the hypertext \"Display Print
    Version\" and either click on the printer icon on your browser\'s
    tool bar or click \"File\" and then \"Print\" from your browser\'s
    menu bar

If you do not want to print the evaluation scroll to the top and click
the next tab \"Assign/Submit\"

Click the hypertext \"Re-assign to a different person\"

Under the \"Contractor Comment Re-Assignment\" section click the option
\"Contractor Representative\"

> Click the down arrow next to the text box labeled \"Contractor
> Representative\" to search for the Contractor Representative or click
> the hypertext \"Lookup CR Login Details\" to find the Contractor
> Representative.
>
> Click on their Login ID.

Click \"Continue\".

Click the \"Assign this Evaluation\" button.

Click the \"Log Out\" button located on the blue menu bar.

Exit your browser.

-   Note -- you will receive an email from the Contractor Representative
    when he/she has completed their comments and sends it back to you.

To reclaim an evaluation from a Contractor Representative, to extend
their review time, or Re-generate a PIN do the following:

Logon to the CPS.

Click on the \"Evaluation Status\" tab

Find the evaluation.

Click on the yellow icon located in the first column.

Do one of the following:

-   Reclaim the evaluation:

    1.  Click the option \"Reclaim from CR\"

    2.  Click \"Continue\"

    3.  Click \"Close window\"

    4.  Find the evaluation.

    5.  Click on the green icon to bring the evaluation back up.

    6.  Continue to process the evaluation using the Contracting Officer
        Does the Evaluation instructions.

-   Extend the review date:

1.  Click the option \"Extend Date\"

2.  Enter the new date

3.  Click \"Continue\"

4.  Click \"Close window\"

-   Re-Generate Pin:

1.  Click the option \"Re-Generate Pin\"

2.  Click \"Continue\"

3.  Click \"Close window\"

After receiving the email notifying you that the Contractor
Representative has completed their assignment do the following:

Open the CPS -- Open a browser (preferably Internet Explorer)

Type in URL: [https://cps.nih.gov](https://cps.nih.gov/)

Type in your Login ID and Password

Click the \"Login\" button

Click on the \"Evaluation Status\" tab

Find the evaluation.

Click on the green icon located in the first column.

When the screen appears you will be at the \"Contract Data\" tab.

If no corrections need to be made, click the next tab \"Ratings\"

Review the Contractor Representative\'s comments.

When finished click on the next tab \"Additional Info\"

If no corrections need to be made, click the next tab \"Admin Info\".

-   Note -- you can skip the \"Additional Info\" tab and the \"Admin
    Info\" tab and go straight to either the \"Save/Print\" tab if you
    want a printed copy or to the \"Assign/Submit\" tab to finalize the
    evaluation.

-   Note -- you have the option of sending the evaluation to the Project
    Officer/COTR, to the Agency Reviewer (if you and the Contractor
    Representative cannot agree on the ratings) or back to the
    Contractor Representative.

> Click on the hypertext \"Re-assign to a different person\"

-   Re-assign to Project Officer/COTR

    1.  Click the option \"Re-assign to Project Officer\"

    2.  Click the down arrow next to the text box labeled \"Project
        Officer/COTR\" to search for the Project Officer/COTR or click
        the hypertext \"Lookup PO Login Details\" to find the Project
        Officer/COTR.

    3.  Click \"Continue\"

    4.  Click the button \"Read-Only Assignment\". The Project
        Officer/COTR can log onto the CPS to view the evaluation only.

-   To the Agency Reviewer

    1.  Click the option \"Re-assign to an Agency Reviewer\"

    2.  Click the down arrow next to the text box labeled \"Agency
        Reviewer\" to search for the Agency Reviewer or click the
        hypertext \"Lookup AR Login Details\" to find the Agency
        Reviewer.

    3.  Click \"Continue\"

    4.  Click the button \"Assign this Evaluation\"

    5.  Click the \"Log Out\" button on the blue menu bar.

```{=html}
<!-- -->
```
-   Note -- you will receive an email from the Agency Reviewer when
    he/she has completed their review and sends it back to you.

    1.  After receiving the email notifying you that the Agency Reviewer
        has completed their assignment do the following:

> Open the CPS -- Open a browser (preferably Internet Explorer)
>
> Type in URL: [https://cps.nih.gov](https://cps.nih.gov/)
>
> Type in your Login ID and Password
>
> Click the \"Login\" button
>
> Click on the \"Evaluation Status\" tab
>
> Find the evaluation.
>
> Click on the green icon located in the first column.
>
> When the screen appears you will be at the \"Contract Data\" tab.
>
> If there are changes to be made to the evaluation click the
> appropriate tab and make your changes.
>
> Click the \"Assign/Submit\" tab
>
> At this point you can send it back to the Contractor Representative by
> clicking on the hypertext \"Re-assign to a different person\" or
> finalize the evaluation by clicking on the \"Finalize this
> Evaluation\" button.

-   Back to the Contractor Representative

1.  Click the option \"Contractor Representative\"

2.  Click the down arrow next to the text box labeled \"Contractor
    Representative\" to search for the Contractor Representative or
    click the hypertext \"Lookup CR Login Details\" to find the
    Contractor Representative.

3.  Click \"Continue\"

4.  Click the button \"Send Comments Back\".

5.  Click the \"Log Out\" button located on the blue menu bar.

6.  Exit your browser.

    -   Note -- you will receive an email from the Contractor
        Representative when he/she has completed their comments and
        sends it back to you.

7.  After receiving the email notifying you that the Contractor
    Representative has completed their assignment do the following:

Open the CPS -- Open a browser (preferably Internet Explorer)

> Type in URL: [https://cps.nih.gov](https://cps.nih.gov/)
>
> Type in your Login ID and Password
>
> Click the \"Login\" button
>
> Click on the \"Evaluation Status\" tab
>
> Find the evaluation.

Click on the green icon located in the first column.

When the screen appears you will be at the \"Contract Data\" tab.

If no corrections need to be made, click the next tab \"Ratings\"

> Review the Contractor Representative\'s comments.
>
> When finished click on the next tab \"Additional Info\"
>
> If no corrections need to be made, click the next tab \"Admin Info\".

-   Note -- you can skip the \"Additional Info\" tab and the \"Admin
    Info\" tab and go straight to either the \"Save/Print\" tab if you
    want a printed copy or to the \"Assign/Submit\" tab to finalize the
    evaluation.

Click the button \"Finalize this Evaluation\".

-   Note -- At any time you can log out of the system by clicking on the
    \"Logout\" tab on the blue menu bar. Be sure to save what you
    entered by either clicking on a different tab or by clicking on the
    \"Save/Print\" tab. You can get back to the evaluation by logging
    onto the CPS, selecting your role (if you have more than one) and
    clicking on the \"Evaluation Status\" tab. Find the evaluation you
    wish to continue working one and click the green draft located in
    the first column.

Once you have finalized the evaluation it will not longer appear in the
Evaluation Status list. You may click on the \"Search\" tab to do a
search for the finalized evaluation.

Note -- a finalized evaluation is set into the database for all
subscribing Contracting Officers to access for source selection.

Open the CPS -- Open a browser (preferably Internet Explorer)

Type in URL: [https://cps.nih.gov](https://cps.nih.gov/)

Type in your Login ID and Password

Click the \"Login\" button

Note:

-   If you have more than one role assigned the \"Select a Role\" screen
    will appear.

> Click \"CPS -- Contracting Officer\"
>
> Click \"Continue\"

Click the \"Add New Evaluation\" tab

Click the down arrow next to the \"Host Agency\" text box and select the
Host Agency.

-   Note -- the Host Agency is the Agency who awarded the contract.

Click the down arrow next to the \"Evaluating Organization\" text box
and select the Evaluating Organization.

-   Note -- the Evaluating Organization is the organization with whom
    you work (i.e., if you work for an organization that is a component
    of a larger organization then select the larger organization. For
    example the US Coast Guard is a component of the Department of
    Transportation. In this case you would select the Department of
    Transportation.

Click the down arrow next to the \"Contracting Office\" text box and
select your contracting office.

-   Note -- this is the office or component that you work in. If your
    agency does not have a smaller breakdown then you would select your
    Department/Agency. In the example above the US Coast Guard would be
    selected (or a contracting office within the US Coast Guard, if
    broken down even smaller).

Type in the Contract number

Type in the Task Order number if there is one

Tie in the Reporting Period Begin and End date

Select the Evaluation Type

-   Note -- Interim means during the life of the contract. Final means
    upon contract expiration or the end of the contract.

Select the type of Evaluation Form.

-   Note -- Standard is the default. To select Construction, click on
    the down arrow and click Construction

Click \"Continue\"

The next screen that appears is the \"Assign/Submit\"

-   Note -- the information you typed on the prior screen now appears
    hard coded at the top of the form. If something is incorrect, click
    the hypertext \"Modify Contract Header Info\" to correct the
    information and then click the \"Continue\" button.

The default for the \"Government Assignments\" section is \"Assign to
Self\".

Click the option \"Assign to Contracting Officer Designee (COD) acting
on behalf of CO\".

Click the down arrow next to the text box labeled \"Contracting Officer
Designee (COD)\" to search for the Contracting Officer Designee or click
the hypertext \"Lookup COD Login Details\" to find the Contracting
Officer Designee.

Click on their Login ID.

Scroll down to the \"Contractor Comment Assignments\" section.

Note:

-   If the system does not recognize an organization associated with the
    contract number or if your Contractor Representative has not
    registered then the default \"Contracting Officer\" is selected.
    This means that the evaluation cannot be electronically sent to your
    Contractor Representative. In this scenario you are doing the
    evaluation yourself so this is default is what you want selected.

-   If your Contractor Representative is registered and the system
    recognizes the contractor organization associated with the contract
    number then two options will appear. Again, for this scenario you
    want to keep the default selected.

Click \"Continue\".

You will automatically be at the \"Assign/Submit\" tab.

The Contracting Officer Designee name you are assigning the evaluation
to will appear beneath the Contract Header Info.

Note:

-   If this is not the correct person, click the hypertext \"Re-assign
    to a different person\" and do the following

On the \"Assign/Submit\" tab screen, click the option \"Assign to
Contracting Officer Designee (COD) acting on behalf of the CO\".

> Click the down arrow next to the text box labeled \"Contracting
> Officer Designee (COD)\" to search for the Contracting Officer
> Designee or click the hypertext \"Lookup COD Login Details\" to find
> the Contracting Officer Designee.
>
> Click on their Login ID.
>
> Click \"Continue\".

You will automatically be at the \"Assign/Submit\" tab.

> Again, the Contracting Officer Designee name you are assigning the
> evaluation to appear beneath the Contract Header Info.

Click the \"Assign this Evaluation\" button.

Click the \"Log Out\" button located on the blue menu bar.

Exit your browser.

-   Note -- you will receive an email from the Contracting Officer
    Designee when he/she has completed their assignment

To reclaim the evaluation from the Contracting Officer Designee logon to
the CPS.

Click on the \"Evaluation Status\" tab

Find the evaluation.

Click on the yellow icon located in the first column.

Click the \"Reclaim from COD\".

Click \"Continue\"

Click \"Close window\"

Find the evaluation.

Click on the green icon to bring the evaluation back up.

Continue to process the evaluation using the Contracting Officer Does
the Evaluation instructions.

After receiving the email notifying you that the Contracting Officer
Designee has completed their assignment do the following:

Open the CPS -- Open a browser (preferably Internet Explorer)

Type in URL: [https://cps.nih.gov](https://cps.nih.gov/)

Type in your Login ID and Password

Click the \"Login\" button

Click on the \"Evaluation Status\" tab

Find the evaluation.

Click on the green icon located in the first column

When the screen appears you will be at the \"Contract Data\" tab.

If no corrections need to be made, click the next tab \"Ratings\"

Review the ratings and comments entered by the Contracting Officer
Designee and make any necessary modifications.

When finished click on the next tab \"Additional Info\"

Review the information entered by the Contracting Officer Designee and
make any necessary modifications.

When finished click on the next tab \"Admin Info\".

Verify information enter by the Contracting Officer Designee and make
necessary modifications.

When finished click on the next tab \"Save/Print\"

-   Note -- This is a hard coded copy of the evaluation you just
    entered. To print a copy click on the hypertext \"Display Print
    Version\" and either click on the printer icon on your browser\'s
    tool bar or click \"File\" and then \"Print\" from your browser\'s
    menu bar

If you do not want to print the evaluation scroll to the top and click
the next tab \"Assign/Submit\"

Click the button \"Proceed to Enter Contractor Comments\"

Enter the contractor comments or click the box if the contractor has
elected not to comment.

Click the \"Assign/Submit\" tab to finalize the evaluation.

Click the button \"Finalize Government Comments\".

Go through each tab to check the information.

If there are no corrections/modifications, click the \"Assign/Submit\"
tab.

Click the button \"Finalize this Evaluation\".

-   Note -- At any time you can log out of the system by clicking on the
    \"Logout\" tab on the blue menu bar. Be sure to save what you
    entered by either clicking on a different tab or by clicking on the
    \"Save/Print\" tab. You can get back to the evaluation by logging
    onto the CPS, selecting your role (if you have more than one) and
    clicking on the \"Evaluation Status\" tab. Find the evaluation you
    wish to continue working one and click the green draft located in
    the first column.

Once you have finalized the evaluation it will not longer appear in the
Evaluation Status list. You may click on the \"Search\" tab to do a
search for the finalized evaluation.

-   Note -- a finalized evaluation is set into the database for all
    subscribing Contracting Officers to access for source selection.

Open the CPS -- Open a browser (preferably Internet Explorer)

Type in URL: [https://cps.nih.gov](https://cps.nih.gov/)

Type in your Login ID and Password

Click the \"Login\" button

Note:

-   If you have more than one role assigned the \"Select a Role\" screen
    will appear.

> Click \"CPS -- Contracting Officer\"
>
> Click \"Continue\"

Click the \"Add New Evaluation\" tab

Click the down arrow next to the \"Host Agency\" text box and select the
Host Agency.

-   Note -- the Host Agency is the Agency who awarded the contract.

Click the down arrow next to the \"Evaluating Organization\" text box
and select the Evaluating Organization.

-   Note -- the Evaluating Organization is the organization with whom
    you work (i.e., if you work for an organization that is a component
    of a larger organization then select the larger organization. For
    example the US Coast Guard is a component of the Department of
    Transportation. In this case you would select the Department of
    Transportation.

Click the down arrow next to the \"Contracting Office\" text box and
select your contracting office.

-   Note -- this is the office or component that you work in. If your
    agency does not have a smaller breakdown then you would select your
    Department/Agency. In the example above the US Coast Guard would be
    selected (or a contracting office within the US Coast Guard, if
    broken down even smaller).

Type in the Contract number

Type in the Task Order number if there is one

Tie in the Reporting Period Begin and End date

Select the Evaluation Type

-   Note -- Interim means during the life of the contract. Final means
    upon contract expiration or the end of the contract.

Select the type of Evaluation Form.

-   Note -- Standard is the default. To select Construction, click on
    the down arrow and click Construction

Click \"Continue\"

The next screen that appears is the \"Assign/Submit\"

-   Note -- the information you typed on the prior screen now appears
    hard coded at the top of the form. If something is incorrect, click
    the hypertext \"Modify Contract Header Info\" to correct the
    information and then click the \"Continue\" button.

The default for the \"Government Assignments\" section is \"Assign to
Self\".

Click the option \"Assign to Contracting Officer Designee (COD) acting
on behalf of CO\".

Click the down arrow next to the text box labeled \"Contracting Officer
Designee (COD)\" to search for the Contracting Officer Designee or click
the hypertext \"Lookup COD Login Details\" to find the Contracting
Officer Designee.

Click on their Login ID.

Scroll down to the \"Contractor Comment Assignments\" section.

Note:

-   If the system does not recognize an organization associated with the
    contract number or if your Contractor Representative has not
    registered then the default \"Contracting Officer\" is selected.
    This means that the evaluation cannot be electronically sent to your
    Contractor Representative. In this scenario you are doing the
    evaluation yourself so this is default is what you want selected.

-   If your Contractor Representative is registered and the system
    recognizes the contractor organization associated with the contract
    number then two options will appear. Again, for this scenario you
    want to keep the default selected.

Click \"Continue\".

You will automatically be at the \"Assign/Submit\" tab.

The Contracting Officer Designee name you are assigning the evaluation
to will appear beneath the Contract Header Info.

Note:

-   If this is not the correct person, click the hypertext \"Re-assign
    to a different person\" and do the following

On the \"Assign/Submit\" tab screen, click the option \"Assign to
Contracting Officer Designee (COD) acting on behalf of the CO\".

> Click the down arrow next to the text box labeled \"Contracting
> Officer Designee (COD)\" to search for the Contracting Officer
> Designee or click the hypertext \"Lookup COD Login Details\" to find
> the Contracting Officer Designee.
>
> Click on their Login ID.
>
> Click \"Continue\".

You will automatically be at the \"Assign/Submit\" tab.

> Again, the Contracting Officer Designee name you are assigning the
> evaluation to appears beneath the Contract Header Info.

Click the \"Assign this Evaluation\" button.

Click the \"Log Out\" button located on the blue menu bar.

Exit your browser.

-   Note -- you will receive an email from the Contracting Officer
    Designee when he/she has completed their assignment

To reclaim the evaluation from the Contracting Officer Designee logon to
the CPS.

Click on the \"Evaluation Status\" tab

Find the evaluation.

Click on the yellow icon located in the first column.

Click the \"Reclaim from COD\".

Click \"Continue\"

Click \"Close window\"

Find the evaluation.

Click on the green icon to bring the evaluation back up.

Continue to process the evaluation using the Contracting Officer Does
the Evaluation instructions.

After receiving the email notifying you that the Contracting Officer
Designee has completed their assignment do the following:

Open the CPS -- Open a browser (preferably Internet Explorer)

Type in URL: [https://cps.nih.gov](https://cps.nih.gov/)

Type in your Login ID and Password

Click the \"Login\" button

Click on the \"Evaluation Status\" tab

Find the evaluation.

Click on the green icon located in the first column

When the screen appears you will be at the \"Contract Data\" tab.

If no corrections need to be made, click the next tab \"Ratings\"

Review the ratings and comments entered by the Contracting Officer
Designee and make any necessary modifications.

When finished click on the next tab \"Additional Info\"

Review the information entered by the Contracting Officer Designee and
make any necessary modifications.

When finished click on the next tab \"Admin Info\".

Verify information enter by the Contracting Officer Designee and make
necessary modifications.

When finished click on the next tab \"Save/Print\"

-   Note -- This is a hard coded copy of the evaluation you just
    entered. To print a copy click on the hypertext \"Display Print
    Version\" and either click on the printer icon on your browser\'s
    tool bar or click \"File\" and then \"Print\" from your browser\'s
    menu bar

If you do not want to print the evaluation scroll to the top and click
the next tab \"Assign/Submit\"

Click the hypertext \"Re-assign to a different person\"

Under the \"Contractor Comment Re-Assignment\" section click the option
\"Contractor Representative\"

> Click the down arrow next to the text box labeled \"Contractor
> Representative\" to search for the Contractor Representative or click
> the hypertext \"Lookup CR Login Details\" to find the Contractor
> Representative.
>
> Click on their Login ID.

Click \"Continue\".

Click the \"Assign this Evaluation\" button.

Click the \"Log Out\" button located on the blue menu bar.

Exit your browser.

-   Note -- you will receive an email from the Contractor Representative
    when he/she has completed their comments and sends it back to you.

To reclaim an evaluation from a Contractor Representative, to extend
their review time, or Re-generate a PIN do the following:

Logon to the CPS.

Click on the \"Evaluation Status\" tab

Find the evaluation.

Click on the yellow icon located in the first column.

Do one of the following:

-   Reclaim the evaluation:

    1.  Click the option \"Reclaim from CR\"

    2.  Click \"Continue\"

    3.  Click \"Close window\"

    4.  Find the evaluation.

    5.  Click on the green icon to bring the evaluation back up.

    6.  Continue to process the evaluation using the Contracting Officer
        Does the Evaluation instructions.

-   Extend the review date:

5.  Click the option \"Extend Date\"

6.  Enter the new date

7.  Click \"Continue\"

8.  Click \"Close window\"

-   Re-Generate Pin:

4.  Click the option \"Re-Generate Pin\"

5.  Click \"Continue\"

6.  Click \"Close window\"

After receiving the email notifying you that the Contractor
Representative has completed their assignment do the following:

Open the CPS -- Open a browser (preferably Internet Explorer)

Type in URL: [https://cps.nih.gov](https://cps.nih.gov/)

Type in your Login ID and Password

Click the \"Login\" button

Click on the \"Evaluation Status\" tab

Find the evaluation.

Click on the green icon located in the first column.

When the screen appears you will be at the \"Contract Data\" tab.

If no corrections need to be made, click the next tab \"Ratings\"

Review the Contractor Representative\'s comments.

When finished click on the next tab \"Additional Info\"

If no corrections need to be made, click the next tab \"Admin Info\".

-   Note -- you can skip the \"Additional Info\" tab and the \"Admin
    Info\" tab and go straight to either the \"Save/Print\" tab if you
    want a printed copy or to the \"Assign/Submit\" tab to finalize the
    evaluation.

-   Note -- you have the option of sending the evaluation to the Project
    Officer/COTR, to the Agency Reviewer (if you and the Contractor
    Representative cannot agree on the ratings) or back to the
    Contractor Representative.

> Click on the hypertext \"Re-assign to a different person\"

-   Re-assign to Project Officer/COTR

    1.  Click the option \"Re-assign to Project Officer\"

    2.  Click the down arrow next to the text box labeled \"Project
        Officer/COTR\" to search for the Project Officer/COTR or click
        the hypertext \"Lookup PO Login Details\" to find the Project
        Officer/COTR.

    3.  Click \"Continue\"

    4.  Click the button \"Read-Only Assignment\". The Project
        Officer/COTR can log onto the CPS to view the evaluation only.

-   To the Agency Reviewer

    1.  Click the option \"Re-assign to an Agency Reviewer\"

    2.  Click the down arrow next to the text box labeled \"Agency
        Reviewer\" to search for the Agency Reviewer or click the
        hypertext \"Lookup AR Login Details\" to find the Agency
        Reviewer.

    3.  Click \"Continue\"

    4.  Click the button \"Assign this Evaluation\"

    5.  Click the \"Log Out\" button on the blue menu bar.

```{=html}
<!-- -->
```
-   Note -- you will receive an email from the Agency Reviewer when
    he/she has completed their review and sends it back to you.

    1.  After receiving the email notifying you that the Agency Reviewer
        has completed their assignment do the following:

> Open the CPS -- Open a browser (preferably Internet Explorer)
>
> Type in URL: [https://cps.nih.gov](https://cps.nih.gov/)
>
> Type in your Login ID and Password
>
> Click the \"Login\" button
>
> Click on the \"Evaluation Status\" tab
>
> Find the evaluation.
>
> Click on the green icon located in the first column.
>
> When the screen appears you will be at the \"Contract Data\" tab.
>
> If there are changes to be made to the evaluation click the
> appropriate tab and make your changes.
>
> Click the \"Assign/Submit\" tab
>
> At this point you can send it back to the Contractor Representative by
> clicking on the hypertext \"Re-assign to a different person\" or
> finalize the evaluation by clicking on the \"Finalize this
> Evaluation\" button.

-   Back to the Contractor Representative

8.  Click the option \"Contractor Representative\"

9.  Click the down arrow next to the text box labeled \"Contractor
    Representative\" to search for the Contractor Representative or
    click the hypertext \"Lookup CR Login Details\" to find the
    Contractor Representative.

10. Click \"Continue\"

11. Click the button \"Send Comments Back\".

12. Click the \"Log Out\" button located on the blue menu bar.

13. Exit your browser.

    -   Note -- you will receive an email from the Contractor
        Representative when he/she has completed their comments and
        sends it back to you.

14. After receiving the email notifying you that the Contractor
    Representative has completed their assignment do the following:

Open the CPS -- Open a browser (preferably Internet Explorer)

> Type in URL: [https://cps.nih.gov](https://cps.nih.gov/)
>
> Type in your Login ID and Password
>
> Click the \"Login\" button
>
> Click on the \"Evaluation Status\" tab
>
> Find the evaluation.

Click on the green icon located in the first column.

When the screen appears you will be at the \"Contract Data\" tab.

If no corrections need to be made, click the next tab \"Ratings\"

> Review the Contractor Representative\'s comments.
>
> When finished click on the next tab \"Additional Info\"
>
> If no corrections need to be made, click the next tab \"Admin Info\".

-   Note -- you can skip the \"Additional Info\" tab and the \"Admin
    Info\" tab and go straight to either the \"Save/Print\" tab if you
    want a printed copy or to the \"Assign/Submit\" tab to finalize the
    evaluation.

Click the button \"Finalize this Evaluation\".

-   Note -- At any time you can log out of the system by clicking on the
    \"Logout\" tab on the blue menu bar. Be sure to save what you
    entered by either clicking on a different tab or by clicking on the
    \"Save/Print\" tab. You can get back to the evaluation by logging
    onto the CPS, selecting your role (if you have more than one) and
    clicking on the \"Evaluation Status\" tab. Find the evaluation you
    wish to continue working one and click the green draft located in
    the first column.

Once you have finalized the evaluation it will not longer appear in the
Evaluation Status list. You may click on the \"Search\" tab to do a
search for the finalized evaluation.

> Note -- a finalized evaluation is set into the database for all
> subscribing Contracting Officers to access for source selection.

Open the CPS -- Open a browser (preferably Internet Explorer)

Type in URL: [https://cps.nih.gov](https://cps.nih.gov/)

Type in your Login ID and Password

Click the \"Login\" button

Note:

-   If you have more than one role assigned the \"Select a Role\" screen
    will appear.

> Click \"CPS -- Contracting Officer\"
>
> Click \"Continue\"

Click the \"Add New Evaluation\" tab

Click the down arrow next to the \"Host Agency\" text box and select the
Host Agency.

-   Note -- the Host Agency is the Agency who awarded the contract.

Click the down arrow next to the \"Evaluating Organization\" text box
and select the Evaluating Organization.

-   Note -- the Evaluating Organization is the organization with whom
    you work (i.e., if you work for an organization that is a component
    of a larger organization then select the larger organization. For
    example the US Coast Guard is a component of the Department of
    Transportation. In this case you would select the Department of
    Transportation.

Click the down arrow next to the \"Contracting Office\" text box and
select your contracting office.

-   Note -- this is the office or component that you work in. If your
    agency does not have a smaller breakdown then you would select your
    Department/Agency. In the example above the US Coast Guard would be
    selected (or a contracting office within the US Coast Guard, if
    broken down even smaller).

Type in the Contract number

Type in the Task Order number if there is one

Tie in the Reporting Period Begin and End date

Select the Evaluation Type

-   Note -- Interim means during the life of the contract. Final means
    upon contract expiration or the end of the contract.

Select the type of Evaluation Form.

-   Note -- Standard is the default. To select Construction, click on
    the down arrow and click Construction

Click \"Continue\"

The next screen that appears is the \"Assign/Submit\"

-   Note -- the information you typed on the prior screen now appears
    hard coded at the top of the form. If something is incorrect, click
    the hypertext \"Modify Contract Header Info\" to correct the
    information and then click the \"Continue\" button.

The default for the \"Government Assignments\" section is \"Assign to
Self\".

Click the option \"Assign to Project Officer/COTR

Click the down arrow next to the text box labeled \"Project
Officer/COTR\" to search for the Project Officer/COTR or click the
hypertext \"Lookup PO Login Details\" to find the Project Officer/COTR.
Click on their Login ID.

Type in the Contractor Manager/Principal Investigator Last Name and
First Name.

Scroll down to the \"Contractor Comment Assignments\" section.

Note:

-   If the system does not recognize an organization associated with the
    contract number or if your Contractor Representative has not
    registered then the default \"Contracting Officer\" is selected.
    This means that the evaluation cannot be electronically sent to your
    Contractor Representative. In this scenario you are doing the
    evaluation yourself so this is default is what you want selected.

-   If your Contractor Representative is registered and the system
    recognizes the contractor organization associated with the contract
    number then two options will appear. Again, for this scenario you
    want to keep the default selected.

Click \"Continue\".

You will automatically be at the first tab \"Contract Data\"

Fill out the information. Note -- the asterisks mean that information is
required.

To find the contractor information (if blank) click on the hypertext
\"Lookup Contractor Info\" and type in the contractor organization\'s
DUNS and click \"Display DUNS Information\" button.

Select one of the two options (Official DUNS Information or Existing CPS
Information).

Continue to type in the required information.

When finished either click on the \"\^Up to Tabs\" hypertext or scroll
to the top of the form.

Click on the \"Assign/Submit\" tab

-   Note -- by clicking on the next tab the system automatically saves
    the information you entered on the previous tab/screen. If there are
    any errors you cannot proceed to the next tab until the errors are
    corrected or the required data entered.

The Project Officer/COTR name you are assigning the evaluation to
appears beneath the Contract Header Info.

Note:

-   If this is not the correct person, click the hypertext \"Re-assign
    to a different person\" and do the following

    -   On the \"Contract Data\" tab screen, click the option
        \"Re-assign to Project Officer\".

    -   Click the down arrow next to the text box labeled \"Project
        Officer/COTR\" to search for the Project Officer/COTR or click
        the hypertext \"Lookup PO Login Details\" to find the Project
        Officer/COTR.

    -   Click on their Login ID.

    -   Click \"Continue\"

> Click the \"Assign this Evaluation\" button

-   If the correct Project Officer/COTR is listed, click the \"Assign
    this Evaluation\" button.

Click the \"Log Out\" button located on the blue menu bar.

Exit your browser.

-   Note -- you will receive an email from the Project Officer/COTR when
    he/she has completed the ratings and comments section of the
    evaluation and sends it back to you.

To reclaim an evaluation from a Project Officer/COTR logon to the CPS.

Click on the \"Evaluation Status\" tab

Find the evaluation.

Click on the yellow icon located in the first column.

Click the \"Reclaim from PO\" option

Click \"Continue\"

Click \"Close window\"

Find the evaluation.

Click on the green icon to bring the evaluation back up.

Continue to process the evaluation using the Contracting Officer Does
the Evaluation instructions.

After receiving the email notifying you that the Project Officer/COTR
has completed their assignment do the following:

Open the CPS -- Open a browser (preferably Internet Explorer)

Type in URL: [https://cps.nih.gov](https://cps.nih.gov/)

Type in your Login ID and Password

Click the \"Login\" button

Click on the \"Evaluation Status\" tab

Find the evaluation.

Click on the green icon located in the first column

When the screen appears you will be at the \"Contract Data\" tab.

If no corrections need to be made, click the next tab \"Ratings\"

Review the Project Officer/COTR ratings and comments and make any
necessary modifications.

When finished click on the next tab \"Additional Info\"

Review the information and answer the additional questions.

When finished click on the next tab \"Admin Info\".

Fill in required information.

When finished click on the next tab \"Save/Print\"

-   Note -- This is a hard coded copy of the evaluation you just
    entered. To print a copy click on the hypertext \"Display Print
    Version\" and either click on the printer icon on your browser\'s
    tool bar or click \"File\" and then \"Print\" from your browser\'s
    menu bar

If you do not want to print the evaluation scroll to the top and click
the next tab \"Assign/Submit\"

Click the button \"Proceed to Enter Contractor Comments\"

Enter the contractor comments or click the box if the contractor has
elected not to comment.

Click the \"Assign/Submit\" tab to finalize the evaluation.

Click the button \"Finalize Government Comments\".

Go through each tab to check the information.

If there are no corrections/modifications, click the \"Assign/Submit\"
tab.

Click the button \"Finalize this Evaluation\".

-   Note -- At any time you can log out of the system by clicking on the
    \"Logout\" tab on the blue menu bar. Be sure to save what you
    entered by either clicking on a different tab or by clicking on the
    \"Save/Print\" tab. You can get back to the evaluation by logging
    onto the CPS, selecting your role (if you have more than one) and
    clicking on the \"Evaluation Status\" tab. Find the evaluation you
    wish to continue working one and click the green draft located in
    the first column.

Once you have finalized the evaluation it will not longer appear in the
Evaluation Status list. You may click on the \"Search\" tab to do a
search for the finalized evaluation.

> Note -- a finalized evaluation is set into the database for all
> subscribing Contracting Officers to access for source selection.

Open the CPS -- Open a browser (preferably Internet Explorer)

Type in URL: [https://cps.nih.gov](https://cps.nih.gov/)

Type in your Login ID and Password

Click the \"Login\" button

Note:

-   If you have more than one role assigned the \"Select a Role\" screen
    will appear.

> Click \"CPS -- Contracting Officer\"
>
> Click \"Continue\"

Click the \"Add New Evaluation\" tab

Click the down arrow next to the \"Host Agency\" text box and select the
Host Agency.

-   Note -- the Host Agency is the Agency who awarded the contract.

Click the down arrow next to the \"Evaluating Organization\" text box
and select the Evaluating Organization.

-   Note -- the Evaluating Organization is the organization with whom
    you work (i.e., if you work for an organization that is a component
    of a larger organization then select the larger organization. For
    example the US Coast Guard is a component of the Department of
    Transportation. In this case you would select the Department of
    Transportation.

Click the down arrow next to the \"Contracting Office\" text box and
select your contracting office.

-   Note -- this is the office or component that you work in. If your
    agency does not have a smaller breakdown then you would select your
    Department/Agency. In the example above the US Coast Guard would be
    selected (or a contracting office within the US Coast Guard, if
    broken down even smaller).

Type in the Contract number

Type in the Task Order number if there is one

Tie in the Reporting Period Begin and End date

Select the Evaluation Type

-   Note -- Interim means during the life of the contract. Final means
    upon contract expiration or the end of the contract.

Select the type of Evaluation Form.

-   Note -- Standard is the default. To select Construction, click on
    the down arrow and click Construction

Click \"Continue\"

The next screen that appears is the \"Assign/Submit\"

-   Note -- the information you typed on the prior screen now appears
    hard coded at the top of the form. If something is incorrect, click
    the hypertext \"Modify Contract Header Info\" to correct the
    information and then click the \"Continue\" button.

The default for the \"Government Assignments\" section is \"Assign to
Self\".

Click the option \"Assign to Project Officer/COTR

Click the down arrow next to the text box labeled \"Project
Officer/COTR\" to search for the Project Officer/COTR or click the
hypertext \"Lookup PO Login Details\" to find the Project Officer/COTR.
Click on their Login ID.

Type in the Contractor Manager/Principal Investigator Last Name and
First Name.

Scroll down to the \"Contractor Comment Assignments\" section.

Note:

-   If the system does not recognize an organization associated with the
    contract number or if your Contractor Representative has not
    registered then the default \"Contracting Officer\" is selected.
    This means that the evaluation cannot be electronically sent to your
    Contractor Representative. In this scenario you are going to send
    the evaluation to the contractor and will have the contractor
    register. Leave the default selected.

-   If a your Contractor Representative is registered and the system
    recognizes the contractor organization associated with the contract
    number then two options will appear. Again, for this scenario you
    want to keep the default selected.

Click \"Continue\".

You will automatically be at the first tab \"Contract Data\"

Fill out the information. Note -- the asterisks mean that information is
required.

To find the contractor information (if blank) click on the hypertext
\"Lookup Contractor Info\" and type in the contractor organization\'s
DUNS and click \"Display DUNS Information\" button.

Select one of the two options (Official DUNS Information or Existing CPS
Information).

Continue to type in the required information.

When finished either click on the \"\^Up to Tabs\" hypertext or scroll
to the top of the form.

Click on the \"Assign/Submit\" tab

-   Note -- by clicking on the next tab the system automatically saves
    the information you entered on the previous tab/screen. If there are
    any errors you cannot proceed to the next tab until the errors are
    corrected or the required data entered.

The Project Officer/COTR name you are assigning the evaluation to
appears beneath the Contract Header Info.

Note:

-   If this is not the correct person, click the hypertext \"Re-assign
    to a different person\" and do the following

    -   On the \"Contract Data\" tab screen, click the option
        \"Re-assign to Project Officer\".

    -   Click the down arrow next to the text box labeled \"Project
        Officer/COTR\" to search for the Project Officer/COTR or click
        the hypertext \"Lookup PO Login Details\" to find the Project
        Officer/COTR.

    -   Click on their Login ID.

    -   Click \"Continue\"

> Click the \"Assign this Evaluation\" button,

-   If the correct Project Officer/COTR is listed, click the \"Assign
    this Evaluation\" button.

Click the \"Log Out\" button located on the blue menu bar.

Exit your browser.

-   Note -- you will receive an email from the Project Officer/COTR when
    he/she has completed the ratings and comments section of the
    evaluation and sends it back to you.

To reclaim an evaluation from a Project Officer/COTR logon to the CPS.

Click on the \"Evaluation Status\" tab

Find the evaluation.

Click on the yellow icon located in the first column.

Click the \"Reclaim from PO\" option

Click \"Continue\"

Click \"Close window\"

Find the evaluation.

Click on the green icon to bring the evaluation back up.

Continue to process the evaluation using the Contracting Officer Does
the Evaluation instructions.

After receiving the email notifying you that the Project Officer/COTR
has completed their assignment do the following:

Open the CPS -- Open a browser (preferably Internet Explorer)

Type in URL: [https://cps.nih.gov](https://cps.nih.gov/)

Type in your Login ID and Password

Click the \"Login\" button

Click on the \"Evaluation Status\" tab

Find the evaluation.

Click on the green icon located in the first column

When the screen appears you will be at the \"Contract Data\" tab.

If no corrections need to be made, click the next tab \"Ratings\"

Review the Project Officer/COTR ratings and comments and make any
necessary modifications.

When finished click on the next tab \"Additional Info\"

Review the information and answer the additional questions.

When finished click on the next tab \"Admin Info\".

Fill in required information.

When finished click on the next tab \"Save/Print\"

-   Note -- This is a hard coded copy of the evaluation you just
    entered. To print a copy click on the hypertext \"Display Print
    Version\" and either click on the printer icon on your browser\'s
    tool bar or click \"File\" and then \"Print\" from your browser\'s
    menu bar

If you do not want to print the evaluation scroll to the top and click
the next tab \"Assign/Submit\"

Click the hypertext \"Re-assign to a different person\".

Leave the default option under \"Government Re-Assignments\" selected.

Click the option \"Contractor Representative\" under the \"Contractor
Comment Re-Assignment\" section.

Either click the down arrow next to the text box to find the Contractor
Representative or click on the hypertext \"Lookup CR Login Details\" to
find the Contractor Representative and click on their Login ID to select
them.

Click \"Continue\"

Click the \"Assign this Evaluation\" button.

Click the \"Log Out\" button located on the blue menu bar.

Exit your browser.

-   Note -- you will receive an email from the Contractor Representative
    when he/she has completed their comments and sends it back to you.

To reclaim an evaluation from a Contractor Representative, to extend
their review time, or Re-generate a PIN do the following:

Logon to the CPS.

Click on the \"Evaluation Status\" tab

Find the evaluation.

Click on the yellow icon located in the first column.

Do one of the following:

-   Reclaim the evaluation:

    1.  Click the option \"Reclaim from CR\"

    2.  Click \"Continue\"

    3.  Click \"Close window\"

    4.  Find the evaluation.

    5.  Click on the green icon to bring the evaluation back up.

    6.  Continue to process the evaluation using the Contracting Officer
        Does the Evaluation instructions.

-   Extend the review date:

9.  Click the option \"Extend Date\"

10. Enter the new date

11. Click \"Continue\"

12. Click \"Close window\"

-   Re-Generate Pin:

7.  Click the option \"Re-Generate Pin\"

8.  Click \"Continue\"

9.  Click \"Close window\"

After receiving the email notifying you that the Contractor
Representative has completed their assignment do the following:

Open the CPS -- Open a browser (preferably Internet Explorer)

Type in URL: [https://cps.nih.gov](https://cps.nih.gov/)

Type in your Login ID and Password

Click the \"Login\" button

Click on the \"Evaluation Status\" tab

Find the evaluation.

Click on the green icon located in the first column.

When the screen appears you will be at the \"Contract Data\" tab.

If no corrections need to be made, click the next tab \"Ratings\"

Review the Contractor Representative\'s comments.

When finished click on the next tab \"Additional Info\"

If no corrections need to be made, click the next tab \"Admin Info\".

-   Note -- you can skip the \"Additional Info\" tab and the \"Admin
    Info\" tab and go straight to either the \"Save/Print\" tab if you
    want a printed copy or to the \"Assign/Submit\" tab to finalize the
    evaluation.

-   Note -- you have the option of sending the evaluation back to the
    Project Officer/COTR, to the Agency Reviewer (if you and the
    Contractor Representative cannot agree on the ratings) or back to
    the Contractor Representative.

> Click on the hypertext \"Re-assign to a different person\"

-   Back to the Project Officer/COTR

    1.  Click the option \"Re-assign to Project Officer\"

    2.  Click the down arrow next to the text box labeled \"Project
        Officer/COTR\" to search for the Project Officer/COTR or click
        the hypertext \"Lookup PO Login Details\" to find the Project
        Officer/COTR.

    3.  Click \"Continue\"

    4.  Click the button \"Read-Only Assignment\". The Project
        Officer/COTR can log onto the CPS to view the evaluation only.

-   To the Agency Reviewer

    1.  Click the option \"Re-assign to an Agency Reviewer\"

    2.  Click the down arrow next to the text box labeled \"Agency
        Reviewer\" to search for the Agency Reviewer or click the
        hypertext \"Lookup AR Login Details\" to find the Agency
        Reviewer.

    3.  Click \"Continue\"

    4.  Click the button \"Assign this Evaluation\"

    5.  Click the \"Log Out\" button on the blue menu bar.

```{=html}
<!-- -->
```
-   Note -- you will receive an email from the Agency Reviewer when
    he/she has completed their review and sends it back to you.

    1.  After receiving the email notifying you that the Agency Reviewer
        has completed their assignment do the following:

Open the CPS -- Open a browser (preferably Internet Explorer)

> Type in URL: [https://cps.nih.gov](https://cps.nih.gov/)
>
> Type in your Login ID and Password
>
> Click the \"Login\" button
>
> Click on the \"Evaluation Status\" tab
>
> Find the evaluation.
>
> Click on the green icon located in the first column.
>
> When the screen appears you will be at the \"Contract Data\" tab.
>
> If there are changes to be made to the evaluation click the
> appropriate tab and make your changes.
>
> Click the \"Assign/Submit\" tab
>
> At this point you can send it back to the Contractor Representative by
> clicking on the hypertext \"Re-assign to a different person\" or
> finalize the evaluation by clicking on the \"Finalize this
> Evaluation\" button.

-   Back to the Contractor Representative

15. Click the option \"Contractor Representative\"

16. Click the down arrow next to the text box labeled \"Contractor
    Representative\" to search for the Contractor Representative or
    click the hypertext \"Lookup CR Login Details\" to find the
    Contractor Representative.

17. Click \"Continue\"

18. Click the button \"Send Comments Back\".

19. Click the \"Log Out\" button located on the blue menu bar.

20. Exit your browser.

    -   Note -- you will receive an email from the Contractor
        Representative when he/she has completed their comments and
        sends it back to you.

21. After receiving the email notifying you that the Contractor
    Representative has completed their assignment do the following:

Open the CPS -- Open a browser (preferably Internet Explorer)

> Type in URL: [https://cps.nih.gov](https://cps.nih.gov/)
>
> Type in your Login ID and Password
>
> Click the \"Login\" button
>
> Click on the \"Evaluation Status\" tab
>
> Find the evaluation.

Click on the green icon located in the first column.

When the screen appears you will be at the \"Contract Data\" tab.

If no corrections need to be made, click the next tab \"Ratings\"

> Review the Contractor Representative\'s comments.
>
> When finished click on the next tab \"Additional Info\"
>
> If no corrections need to be made, click the next tab \"Admin Info\".

-   Note -- you can skip the \"Additional Info\" tab and the \"Admin
    Info\" tab and go straight to either the \"Save/Print\" tab if you
    want a printed copy or to the \"Assign/Submit\" tab to finalize the
    evaluation.

Click the button \"Finalize this Evaluation\".

-   Note -- At any time you can log out of the system by clicking on the
    \"Logout\" tab on the blue menu bar. Be sure to save what you
    entered by either clicking on a different tab or by clicking on the
    \"Save/Print\" tab. You can get back to the evaluation by logging
    onto the CPS, selecting your role (if you have more than one) and
    clicking on the \"Evaluation Status\" tab. Find the evaluation you
    wish to continue working one and click the green draft located in
    the first column.

Once you have finalized the evaluation it will not longer appear in the
Evaluation Status list. You may click on the \"Search\" tab to do a
search for the finalized evaluation.

-   Note -- a finalized evaluation is set into the database for all
    subscribing Contracting Officers to access for source selection.

Contracting Officer Does the Evaluation (Government Side) and Sends
Evaluation to Contractor for Comments

Open the CPS -- Open a browser (preferably Internet Explorer)

Type in URL: [https://cps.nih.gov](https://cps.nih.gov/)

Type in your Login ID and Password

Click the \"Login\" button

Note:

-   If you have more than one role assigned the \"Select a Role\" screen
    will appear.

> Click \"CPS -- Contracting Officer\"
>
> Click \"Continue\"

Click the \"Add New Evaluation\" tab

Click the down arrow next to the \"Host Agency\" text box and select the
Host Agency.

-   Note -- the Host Agency is the Agency who awarded the contract.

Click the down arrow next to the \"Evaluating Organization\" text box
and select the Evaluating Organization.

-   Note -- the Evaluating Organization is the organization with whom
    you work (i.e., if you work for an organization that is a component
    of a larger organization then select the larger organization. For
    example the US Coast Guard is a component of the Department of
    Transportation. In this case you would select the Department of
    Transportation.

Click the down arrow next to the \"Contracting Office\" text box and
select your contracting office.

-   Note -- this is the office or component that you work in. If your
    agency does not have a smaller breakdown then you would select your
    Department/Agency. In the example above the US Coast Guard would be
    selected (or a contracting office within the US Coast Guard, if
    broken down even smaller).

Type in the Contract number

Type in the Task Order number if there is one

Tie in the Reporting Period Begin and End date

Select the Evaluation Type

-   Note -- Interim means during the life of the contract. Final means
    upon contract expiration or the end of the contract.

Select the type of Evaluation Form.

-   Note -- Standard is the default. To select Construction, click on
    the down arrow and click Construction

Click \"Continue\"

The next screen that appears is the \"Assign/Submit\"

-   Note -- the information you typed on the prior screen now appears
    hard coded at the top of the form. If something is incorrect, click
    the hypertext \"Modify Contract Header Info\" to correct the
    information and then click the \"Continue\" button.

The default for the \"Government Assignments\" section is \"Assign to
Project Officer/COTR\". Select the option \"Assign to Self\". Leave it
as it is and scroll down to the \"Contractor Comment Assignments\"
section.

Note:

-   If the system does not recognize an organization associated with the
    contract number or if your Contractor Representative has not
    registered then the default \"Contracting Officer\" is selected.
    This means that the evaluation cannot be electronically sent to your
    Contractor Representative. In this scenario you are going to send
    the evaluation to the contractor and will have the contractor
    register. Leave the default selected.

-   If a your Contractor Representative is registered and the system
    recognizes the contractor organization associated with the contract
    number then two options will appear. Again, for this scenario you
    want to keep the default selected. Click \"Continue\".

You will automatically be at the first tab \"Contract Data\"

Fill out the information. Note -- the asterisks mean that information is
required.

To find the contractor information (if blank) click on the hypertext
\"Lookup Contractor Info\" and type in the contractor organization\'s
DUNS.

Select one of the two options.

Continue to type in the required information.

When finished either click on the \"\^Up to Tabs\" hypertext or scroll
to the top of the form.

Click on the \"Ratings\" tab

-   Note -- by clicking on the next tab the system automatically saves
    the information you entered on the previous tab/screen. If there are
    any errors you cannot precede to the next tab until the errors are
    corrected or the required data entered.

Select a rating and enter your comments for each of the rating
categories (Quality of Product or Service, Cost Control, Timeliness of
Performance and Business Relations).

-   Note -- If you are evaluating a Fixed-Priced contract you are not
    required to give a rating or comment. The system automatically
    selects the \"N/A\" option.

When finished click on the next tab \"Additional Info\"

Answer the questions and/or fill in the required information

When finished click on the next tab \"Admin Info\"

Fill in the required information.

When finished click on the next tab \"Save/Print\"

Note -- This is a hard coded copy of the evaluation you just entered. To
print a copy click on the hypertext \"Display Print Version\" and either
click on the printer icon on your browser\'s tool bar or click \"File\"
and then \"Print\" from your browser\'s menu bar If you do not want to
print the evaluation scroll to the top and click the next tab
\"Assign/Submit\"

Click the hypertext \"Re-assign to a different person\".

Leave the default option under \"Government Re-Assignment selected.

Click the option \"Contractor Representative\" under the \"Contractor
Comment Re-Assignment\" section.

Either click the down arrow next to the text box to find the Contractor
Representative or click on the hypertext \"Lookup CR Login Details\" to
find the Contractor Representative and click on their Login ID to select
them.

Click \"Continue\"

Click the \"Assign this Evaluation\" button.

Click the \"Log Out\" button located on the blue menu bar.

Exit your browser.

-   Note -- you will receive an email from the Contractor Representative
    when he/she has completed their comments and sends it back to you.

To reclaim an evaluation from a Contractor Representative, to extend
their review time, or Re-generate a PIN do the following:

Logon to the CPS.

Click on the \"Evaluation Status\" tab

Find the evaluation.

Click on the yellow icon located in the first column.

Do one of the following:

-   Reclaim the evaluation:

    1.  Click the option \"Reclaim from CR\". Note -- if you click this
        option, you will NOT be able to re-assign the evaluation back to
        the CR or re-assign the evaluation to another CR.

    2.  Click \"Continue\"

    3.  Click \"Close window\"

    4.  Find the evaluation.

    5.  Click on the green icon to bring the evaluation back up.

    6.  Continue to process the evaluation using the Contracting Officer
        Does the Evaluation instructions.

-   Extend the review date:

13. Click the option \"Extend Date\"

14. Enter the new date

15. Click \"Continue\"

16. Click \"Close window\"

-   Re-Generate Pin:

10. Click the option \"Re-Generate Pin\"

11. Click \"Continue\"

12. Click \"Close window\"

After receiving the email notifying you that the Contractor
Representative has completed their assignment do the following:

Open the CPS -- Open a browser (preferably Internet Explorer)

Type in URL: [https://cps.nih.gov](https://cps.nih.gov/)

Type in your Login ID and Password

Click the \"Login\" button

Click on the \"Evaluation Status\" tab

Find the evaluation.

Click on the green icon located in the first column.

When the screen appears you will be at the \"Contract Data\" tab.

If no corrections need to be made, click the next tab \"Ratings\"

Review the Contractor Representative\'s comments.

When finished click on the next tab \"Additional Info\"

If no corrections need to be made, click the next tab \"Admin Info\".

-   Note -- you can skip the \"Additional Info\" tab and the \"Admin
    Info\" tab and go straight to either the \"Save/Print\" tab if you
    want a printed copy or to the \"Assign/Submit\" tab to finalize the
    evaluation.

-   Note -- you have the option of sending the evaluation back to the
    Project Officer/COTR, to the Agency Reviewer (if you and the
    Contractor Representative cannot agree on the ratings) or back to
    the Contractor Representative.

> Click on the hypertext \"Re-assign to a different person\"

-   Back to the Project Officer/COTR

    1.  Click the option \"Re-assign to Project Officer\"

    2.  Click the down arrow next to the text box labeled \"Project
        Officer/COTR\" to search for the Project Officer/COTR or click
        the hypertext \"Lookup PO Login Details\" to find the Project
        Officer/COTR.

    3.  Click \"Continue\"

    4.  Click the button \"Read-Only Assignment\". The Project
        Officer/COTR can log onto the CPS to view the evaluation only.

-   To the Agency Reviewer

    1.  Click the option \"Re-assign to an Agency Reviewer\"

    2.  Click the down arrow next to the text box labeled \"Agency
        Reviewer\" to search for the Agency Reviewer or click the
        hypertext \"Lookup AR Login Details\" to find the Agency
        Reviewer.

    3.  Click \"Continue\"

    4.  Click the button \"Assign this Evaluation\"

    5.  Click the \"Log Out\" button on the blue menu bar.

```{=html}
<!-- -->
```
-   Note -- you will receive an email from the Agency Reviewer when
    he/she has completed their review and sends it back to you.

    1.  After receiving the email notifying you that the Agency Reviewer
        has completed their assignment do the following:

Open the CPS -- Open a browser (preferably Internet Explorer)

> Type in URL: [https://cps.nih.gov](https://cps.nih.gov/)
>
> Type in your Login ID and Password
>
> Click the \"Login\" button
>
> Click on the \"Evaluation Status\" tab
>
> Find the evaluation.
>
> Click on the green icon located in the first column.
>
> When the screen appears you will be at the \"Contract Data\" tab.
>
> If there are changes to be made to the evaluation click the
> appropriate tab and make your changes.
>
> Click the \"Assign/Submit\" tab
>
> At this point you can send it back to the Contractor Representative by
> clicking on the hypertext \"Re-assign to a different person\" or
> finalize the evaluation by clicking on the \"Finalize this
> Evaluation\" button.

-   Back to the Contractor Representative

22. Click the option \"Contractor Representative\"

23. Click the down arrow next to the text box labeled \"Contractor
    Representative\" to search for the Contractor Representative or
    click the hypertext \"Lookup CR Login Details\" to find the
    Contractor Representative.

24. Click \"Continue\"

25. Click the button \"Send Comments Back\".

26. Click the \"Log Out\" button located on the blue menu bar.

27. Exit your browser.

    -   Note -- you will receive an email from the Contractor
        Representative when he/she has completed their comments and
        sends it back to you.

28. After receiving the email notifying you that the Contractor
    Representative has completed their assignment do the following:

Open the CPS -- Open a browser (preferably Internet Explorer)

> Type in URL: [https://cps.nih.gov](https://cps.nih.gov/)
>
> Type in your Login ID and Password
>
> Click the \"Login\" button
>
> Click on the \"Evaluation Status\" tab
>
> Find the evaluation.

Click on the green icon located in the first column.

When the screen appears you will be at the \"Contract Data\" tab.

If no corrections need to be made, click the next tab \"Ratings\"

> Review the Contractor Representative\'s comments.
>
> When finished click on the next tab \"Additional Info\"
>
> If no corrections need to be made, click the next tab \"Admin Info\".

-   Note -- you can skip the \"Additional Info\" tab and the \"Admin
    Info\" tab and go straight to either the \"Save/Print\" tab if you
    want a printed copy or to the \"Assign/Submit\" tab to finalize the
    evaluation.

Click the button \"Finalize this Evaluation\".

-   Note -- At any time you can log out of the system by clicking on the
    \"Logout\" tab on the blue menu bar. Be sure to save what you
    entered by either clicking on a different tab or by clicking on the
    \"Save/Print\" tab. You can get back to the evaluation by logging
    onto the CPS, selecting your role (if you have more than one) and
    clicking on the \"Evaluation Status\" tab. Find the evaluation you
    wish to continue working one and click the green draft located in
    the first column.

Once you have finalized the evaluation it will not longer appear in the
Evaluation Status list. You may click on the \"Search\" tab to do a
search for the finalized evaluation.

-   Note -- a finalized evaluation is set into the database for all
    subscribing Contracting Officers to access for source selection.