26R2431 Notices and Attachments.pdf

DEPARTMENT OF THE NAVY

NAVAL FACILITIES ENGINEERING SYSTEMS COMMAND, HAWAII

400 MARSHALL ROAD

JBPHH, HAWAII 96860-3139

Notice No. 1

April 22, 2026

GENERAL INFORMATION ABOUT PREVIOUS CONTRACTS

RFP NO. N6247826R2431

FACILITIES AND LIGHTING MAINTENANCE AND REPAIR SERVICES, VARIOUS LOCATIONS, OAHU, HAWAII

To defray costs associated with numerous Freedom of Information Act requests on contracts of this nature, the Government is providing the following information as part of the solicitation to all contractors expressing interest in this solicitation.

THIS DATA IS STRICTLY FOR INFORMATION ONLY. CONTRACTORS MUST BASE AND

SUBMIT THEIR OFFERS ON THE NEW SOLICITATION AS WRITTEN. REPLACEMENT

CONTRACT SPECIFICATIONS ARE NEVER THE SAME. THE GOVERNMENT CHANGED

SPECIFICATION REQUIREMENTS FROM THE PREVIOUS CONTRACTS.

Previous Contract Number:

Award Date:

Original Term:

Award Amount:

Last Option Period Exercised:

Last Option Period Amount:

Total term including all available options:

Incumbent Contractor Name:

Address:

Phone:

Previous Contract Number:

Award Date:

Original Term:

Award Amount:

N6247821D2401

05/09/2021

05/28/2021 – 05/27/2022

$1,970,718.00 (Firm Fixed Price)

$1,252,534.00 (Indefinite Delivery Indefinite Quantity)

05/28/2025 – 5/27/2026

$1,310,588.00 (Firm Fixed Price)

$1,277,634.00 (Indefinite Delivery Indefinite Quantity)

60 months

GMB, Inc.

1007 Dillingham Blvd

Honolulu, HI 96817

(808) 791-1700

N6247821D2404

9/29/2021

10/28/2021 – 10/27/2022

$744,000.00 (Firm Fixed Price)

$24,800.00.00 (Indefinite Delivery Indefinite Quantity)

Notice No. 1

Last Option Period Exercised: 10/28/2025 – 10/27/2026

Last Option Period Amount: $744,000.00 (Firm Fixed Price)

$2,773,500.00 (Indefinite Delivery Indefinite Quantity)

Total term including all available options: 60 months

Incumbent Contractor Name: GMB, Inc.

Address: 1007 Dillingham Blvd

Honolulu, HI 96817

Phone: (808) 791-1700

Note: No abstract of offers exists. The previous contract was issued and awarded by competitive negotiation.

NAVAL FACILITIES ENGINEERING COMMAND, HAWAII

400 MARSHALL ROAD

JBPHH, HAWAII 96860-3139

Notice No. 2 Page

April 22, 2026

IMPORTANT INFORMATION

RFP NO. N6247826R2431

FACILITIES AND LIGHTING MAINTENANCE AND REPAIR SERVICES, VARIOUS LOCATIONS, OAHU, HAWAII

SYSTEM FOR ACQUISITION MANAGEMENT (SAM)

Ensure you register and complete your record in www.sam.gov website, including the DFARS provisions.

You must also complete and submit FAR 52.212-3, Offeror Representations and Certifications – Commercial

Products and Commercial Services, with your proposal.

STANDARD FORM 1449

Ensure you enter your legal or "doing business as" name and physical address information as recorded in the SAM database.

FEDERAL CONTRACTOR VETERANS' EMPLOYMENT REPORT (VETS-4212 Report)

Please note Federal Acquisition Regulation (FAR) provision 52.222-38, Compliance with Veterans’ Employment

Reporting Requirements, which states:

By submission of its offer, the offeror represents that, if it is subject to the reporting requirements of

38 U.S.C. 4212(d) (i.e., if it has any contract containing Federal Acquisition Regulation clause 52.222-37, Employment Reports on Veterans), it has filed the most recent VETS-4212 Report required by that clause.

If offeror does not have contract(s) subject to FAR clause 52.222-37, provide a statement that Offeror has not had contracts subject to FAR provision 52.222-38, Compliance with Veteran’s Employment Reporting Requirements.

ELECTRONIC FUNDS TRANSFER PAYMENT

NAVFAC Hawaii implemented the use of Electronic Funds Transfer (EFT) for the payment of contractor invoices.

See Federal Acquisition Regulation Clause 52.232-33, Payment by Electronic Funds Transfer – System for Award

Management, included in this solicitation. If awarded the contract, in order for the EFT payments to be successfully transmitted to your company bank account, you should verify that your SAM account is complete and accurate on www.SAM.gov. Verification of your company information in SAM is critical to timely processing of your invoices and receipt of payments. In addition, there are mandatory financial fields you must complete. In order to facilitate the EFT payment to your company bank account, it is vital that your CAGE CODE and SAM Unique Entity ID

(UEID) number in the SAM match that of the awarded contract. Otherwise, there will be delays in payment and invoices will be returned to you until consistency can be established between the SAM and the awarded contract.

INSURANCE REQUIREMENT

With respect to the automobile liability insurance and other insurance coverages required by Annex 0200000, paragraph entitled “Insurance,” the Government will only accept such insurance coverages in not less than the minimum amounts specified for each category. The Government will not accept umbrella coverages for any of the types of insurance coverages listed in Annex 0200000.

http://www.sam.gov/

Notice No. 2

April 22, 2026

TOTAL COMPENSATION FOR WORK PERFORMED UNDER THIS SOLICITATION

You need to consider the following when you prepare your proposal:

- PAYROLL BURDEN such as worker's compensation, temporary disability, State and Federal unemployment, and social security. Worker's compensation must be from an insurance carrier authorized by the State of

Hawaii to provide such coverage at prevailing local rates for work performed in Hawaii.

- PREPAID HEALTH INSURANCE. State of Hawaii requires employers provide health insurance for eligible employees and limits the amount of the employee's premium contribution.

- GENERAL EXCISE TAX. State of Hawaii requires all firms doing business in the State of Hawaii to pay a general excise tax.

- MINIMUM WAGES AND BENEFITS. See attachment 0200000-02 entitled "Wage Determination"

WORK SUBJECT TO SERVICE CONTRACT LABOR STANDARDS (formerly known as the Service

Contract Act of 1965): See FAR Clause 52.222-41.

- ANY OTHER COSTS UNIQUE TO THE WORK such as special permits and licenses if applicable.

By submission of an offer and execution of a contract, the Offeror/Contractor agrees that in performance of the contract in the case of a contract for--

(1) Services (except construction), it will not pay more than 50 percent of the amount paid by the

Government for contract performance to subcontractors that are not similarly situated entities. Any work that a similarly situated entity further subcontracts will count towards the prime contractor's 50 percent subcontract amount that cannot be exceeded. When a contract includes both services and supplies, the 50 percent limitation shall apply only to the service portion of the contract.

SOURCE SELECTION PROCEDURES

This acquisition uses source selection procedures. Offerors must submit non-price and price proposals to be eligible for award. See “DELIVERY REQUIREMENTS” and “SUBMITTAL REQUIREMENTS” which provides instructions about content and format of the proposals and how to submit a proposal via PIEE.

PLEASE NOTE: Each Offeror shall address and submit, as a minimum, ALL items required. Failure to include a portion of an item or any item may render the proposal ineligible for award.

The Government will evaluate each proposal against the evaluation criteria set forth in FAR 52.212-2, Evaluation –

Commercial Products and Commercial Services.

The Government intends to award without discussions, therefore, the offeror's initial proposal should contain the

Offeror's best terms.

NAVAL FACILITIES ENGINEERING SYSTEMS COMMAND, HAWAII

400 MARSHALL ROAD

JBPHH, HAWAII 96860-3139

Notice No. 3 Page

22 April, 2026

PRE-PROPOSAL CONFERENCE

RFP NO. N6247826R2431

FACILITIES AND LIGHTING MAINTENANCE AND REPAIR SERVICES, VARIOUS LOCATIONS, OAHU, HAWAII

PRE- PROPOSAL SITE VISIT

Will follow the Pre-Proposal Conference

Limited to 2 representatives per firm.

PRE- PROPOSAL CONFERENCE

We scheduled a pre-proposal conference for May 19, 2026 at 9:00am Hawaii Standard Time (HST) at Building A12 (Conference Room), Naval Facilities Engineering Systems Command Hawaii, JBPHH. See attached map for location.

ANY STATEMENTS OR REPRESENTATIONS MADE DURING THE CONFERENCE WILL NOT CHANGE

THE REQUIREMENTS OF THE SPECIFICATIONS.

If you plan to attend the conference, please submit the following information to Kimberly.d.groce.civ@us.navy.mil by April 29, 2026:

FIRM REPRESENTED: ______________________________________________________________________

BUSINESS PHONE NO.: _____________________________________________________________________

NAME OF VISITOR: ________________________________________________________________________

BUSINESS ADDRESS: _______________________________________________________________________

CAGE CODE: ______________________________________________________________________________

DEADLINE FOR QUESTIONS

You may transmit your questions via email to Kimberly.d.groce.civ@us.navy.mil no later than 26 May, 2026.

Questions not received by this date may not be addressed.

VISITOR PARKING FOR CONFERENCE

Parking is available in front of the Navy Federal Credit Union (Building 62). Do not park in reserved stalls.

If you signed up for the conference, but do not plan to attend, please notify Kimberly.d.groce.civ@us.navy.mil.

WE STRONGLY RECOMMEND YOU ATTEND THE SCHEDULED PRE- PROPOSAL CONFERENCE.

THIS IS THE ONLY ONE WE INTEND TO SCHEDULE.

ATTACHMENT L-1, CORPORATE EXPERIENCE PROJECT DATA SHEET

Project No. (check one) : #1 #2 #3 #4 #5

1. Experience for: Offeror for this Solicitation Other (Identify below, e.g.: Joint Venture Member, Corporate affiliate, Subcontractor, etc.)

Name of entity that performed services for this Project: ____________________________________ Entity CAGE: _____________ SAM Unique Entity Identifier (UEI): _____________

2. Entity role in project: Prime Contractor Joint Venture Member Other (Identify): ___________________________________________

Percent of project work performed by entity listed in Box 1: __________________ Percent of project work subcontracted: __________________

3. Contract Number: _____________________ Delivery/Task Order Number: _____________ Title: ___________________________________ Location: _______________________________ Client Point of Contact: ____________________ Client Phone Number: ____________________ Client Email Address: _____________________

4. Award Date (mm/dd/yy): Completion Date (mm/dd/yy):

5. Provide the dollar amount of relevant work completed by entity listed in Box 1 for each full year of performance: (Expand as appropriate and provide each full year as a separate period of performance)

Period of Performance (______ to ______): $ Period of Performance (______ to ______): $ Period of Performance (______ to ______): $ Period of Performance (______ to ______): $ Period of Performance (______ to ______): $

*NOTE: Include only the dollar amount of relevant work actually completed. If including IDIQ work, include only amount actually ordered.

6. Type of Contract/Task Order: (Check ALL that apply)

Firm-Fixed Price Cost/Time and Material Other (explain): ______________________

7. Type of Contract/Task Order: (Check ALL that apply)

Standalone Contract Single Delivery/Task Order

Other (explain): ____________________________________________________________________

8. Provide a detailed description of the project and the relevancy to the requirements of this solicitation.

Check all that apply:

HEMP Hardened Shelters Maint. $______________ Photovoltaic and Solar Hot Water Systems Maint. $______________ Water Systems Maint. $______________ UPS Electronics Corrective Maint. $______________ Lighting Maint. $______________

Other comments:

9. Provide a detailed description of what work the entity listed in Box 1 self-performed on this project:

10. Other Information:

ATTACHMENT L-2, KEY PERSONNEL EXPERIENCE

Project No. (check one) : #1 #2 #3 #4 #5

Type of Key Personnel (check one) : Project Manager Quality Manager

1. Key Personnel’s Name: ____________________________________

2. Key Personnel Experience Company Name: _____________________ Position Title: _____________________ Dates Position Held: ________ to ________ Total amount of time employed in this position: _____________________

3. Contract Number: _____________________ Delivery/Task Order Number: _____________ Title: ___________________________________ Location: _______________________________ Client Point of Contact: ____________________ Client Phone Number: ____________________ Client Email Address: _____________________ Award Date (mm/dd/yy): _____________________ Completion Date (mm/dd/yy): ___________________

3. Provide the dollar amount of relevant work individual listed in Box 1 was responsible for, for each full year of performance: (Expand as appropriate)

Period of Performance (______ to ______): $ Period of Performance (______ to ______): $ Period of Performance (______ to ______): $ Period of Performance (______ to ______): $ Period of Performance (______ to ______): $

*NOTE: Include only the dollar amount of relevant work actually completed. If including IDIQ work, include only amount actually ordered.

4. Provide a detailed description of the project and the relevancy to the requirements of this solicitation:

5. Provide a detailed description of what work the entity listed in Box 1 was responsible for on this project:

ATTACHMENT L-3 SAFETY DATA & NARRATIVE

ATTACHMENT L-3

SAFETY DATA & NARRATIVE

SOLICITATION NO: N6247826R2431

This form is to be completed by the Offeror. Use this form to provide safety information for the Safety factor. DART and TC rates shall not be submitted for subcontractors.

Joint Venture (JV)/ Mentor-Protégé (M-P): Provide a safety Data Sheet for each contractor who is part of the JV or M-P; however, only one safety narrative is required.

1. Offeror Name:

Name of Joint Venture/ Mentor-Protégé partner providing the information below (if applicable):

Offeror’s Five Previous (complete) Years of Reported Safety Data:

Only complete year safety data will be considered. Indicate data rates as decimal figures, not whole numbers. NOTE: Blank entries will be considered non-responsive. If you have no established rates, annotate block with “see narrative below.” Any responses with a blank will be considered incomplete and may result in an unsatisfactory rating.

2. U.S. Dept. of Labor, OSHA Days Away from Work, Restricted Duty, or Job Transfer (DART) Rate*

2021 2022 2023 2024 2025

*For each year, submit a completed copy of U.S. Dept. of Labor, OSHA Form 300A (Summary of Work-Related Injuries and Illnesses), latest version. This information is required regardless of number of employees in the company.

2a. If you do not have a DART rate for a given year, state so here and explain why:

2b. Explanation of any extenuating circumstances that negatively affect the DART rate:

3. Total Case Incident Rate (TCR)

2021 2022 2023 2024 2025

3a. If you do not have a TCR for a given year, state so here and explain why:

3b. Explanation of any extenuating circumstances that negatively affect the TCR:

4. Provide the Technical Approach for Safety using this form. The Technical Approach for Safety Narrative shall not exceed two pages. Any additional pages will not be considered.

4. (Page 2).

ATTACHMENT L-4

NAVFAC/USACE PAST PERFORMANCE QUESTIONNAIRE (Form PPQ-0)

CONTRACT INFORMATION (Contractor to complete Blocks 1-4)

1. Contractor Information Firm Name: CAGE Code:

Address: Entity Identifier Number:

Phone Number:

Email Address:

Point of Contact: Contact Phone Number:

2. Work Performed as: Prime Contractor Sub Contractor Joint Venture Other (Explain) Percent of project work performed:

If subcontractor, who was the prime (Name/Phone #):

3. Contract Information Contract Number:

Delivery/Task Order Number (if applicable):

Contract Type: Firm Fixed Price Cost Reimbursement Other (Please specify):

Contract Title:

Contract Location:

Award Date (mm/dd/yy):

Contract Completion Date (mm/dd/yy):

Actual Completion Date (mm/dd/yy):

Explain Differences:

Original Contract Price (Award Amount):

Final Contract Price (to include all modifications, if applicable):

Explain Differences:

4. Project Description:

Complexity of Work High Med Routine How is this project relevant to project of submission? (Please provide details such as similar equipment, requirements, conditions, etc.)

CLIENT INFORMATION (Client to complete Blocks 5-8)

5. Client Information Name:

Title:

Phone Number:

Email Address:

6. Describe the client’s role in the project:

7. Date Questionnaire was completed (mm/dd/yy):

8. Client’s Signature:

NOTE: NAVFAC REQUESTS THAT THE CLIENT COMPLETES THIS QUESTIONNAIRE AND SUBMITS DIRECTLY BACK TO THE OFFEROR. THE OFFEROR WILL SUBMIT THE COMPLETED QUESTIONNAIRE TO NAVFAC WITH THEIR PROPOSAL, AND MAY DUPLICATE THIS QUESTIONNAIRE FOR FUTURE SUBMISSION ON NAVFAC SOLICITATIONS. CLIENTS ARE HIGHLY ENCOURAGED TO SUBMIT QUESTIONNAIRES DIRECTLY TO THE OFFEROR. HOWEVER, QUESTIONNAIRES MAY BE SUBMITTED DIRECTLY TO NAVFAC. PLEASE CONTACT THE OFFEROR FOR NAVFAC POC INFORMATION. THE GOVERNMENT

RESERVES THE RIGHT TO VERIFY ANY AND ALL INFORMATION ON THIS FORM.

ADJECTIVE RATINGS AND DEFINITIONS TO BE USED TO BEST REFLECT

YOUR EVALUATION OF THE CONTRACTOR’S PERFORMANCE

RATING DEFINITION NOTE

(E) Exceptional Performance meets contractual requirements and exceeds many to the Government/Owner’s benefit. The contractual performance of the element or sub-element being assessed was accomplished with few minor problems for which corrective actions taken by the contractor was highly effective.

An Exceptional rating is appropriate when the Contractor successfully performed multiple significant events that were of benefit to the Government/Owner. A singular benefit, however, could be of such magnitude that it alone constitutes an Exceptional rating. Also, there should have been NO significant weaknesses identified.

(VG) Very Good Performance meets contractual requirements and exceeds some to the Government’s/Owner’s benefit. The contractual performance of the element or sub-element being assessed was accomplished with some minor problems for which corrective actions taken by the contractor were effective.

A Very Good rating is appropriate when the Contractor successfully performed a significant event that was a benefit to the Government/Owner. There should have been no significant weaknesses identified.

(S) Satisfactory Performance meets minimum contractual requirements. The contractual performance of the element or sub-element contains some minor problems for which corrective actions taken by the contractor appear or were satisfactory.

A Satisfactory rating is appropriate when there were only minor problems, or major problems that the contractor recovered from without impact to the contract. There should have been NO significant weaknesses identified. Per DOD policy, a fundamental principle of assigning ratings is that contractors will not be assessed a rating lower than Satisfactory solely for not performing beyond the requirements of the contract.

(M) Marginal Performance does not meet some contractual requirements. The contractual performance of the element or sub-element being assessed reflects a serious problem for which the contractor has not yet identified corrective actions. The contractor's proposed actions appear only marginally effective or were not fully implemented.

A Marginal is appropriate when a significant event occurred that the contractor had trouble overcoming which impacted the Government/Owner.

(U) Unsatisfactory Performance does not meet most contractual requirements and recovery is not likely in a timely manner. The contractual performance of the element or sub-element contains serious problem(s) for which the contractor's corrective actions appear or were ineffective.

An Unsatisfactory rating is appropriate when multiple significant events occurred that the contractor had trouble overcoming and which impacted the Government/Owner. A singular problem, however, could be of such serious magnitude that it alone constitutes an unsatisfactory rating.

(N) Not Applicable

No information or did not apply to your contract

Rating will be neither positive nor negative.

Contractor Information (Firm Name): ________________________________________________ Client Information (Name): ________________________________________________________

TO BE COMPLETED BY CLIENT

PLEASE CIRCLE THE ADJECTIVE RATING WHICH BEST REFLECTS

YOUR EVALUATION OF THE CONTRACTOR’S PERFORMANCE.

1. QUALITY:

a) Quality of technical data/report preparation efforts E VG S M U N

b) Ability to meet quality standards specified for technical performance E VG S M U N

c) Timeliness/effectiveness of contract problem resolution without extensive customer guidance

E VG S M U N

d) Adequacy/effectiveness of quality control program and adherence to contract quality assurance requirements (without adverse effect on performance)

E VG S M U N

2. SCHEDULE/TIMELINESS OF PERFORMANCE:

a) Compliance with contract delivery/completion schedules including any significant intermediate milestones. (If liquidated damages were assessed or the schedule was not met, please address below)

E VG S M U N

b) Rate the contractor’s use of available resources to accomplish tasks identified in the contract

E VG S M U N

3. CUSTOMER SATISFACTION:

a) To what extent were the end users satisfied with the project? E VG S M U N

b) Contractor was reasonable and cooperative in dealing with your staff (including the ability to successfully resolve disagreements/disputes;

responsiveness to administrative reports, businesslike and communication)

E VG S M U N

c) To what extent was the contractor cooperative, businesslike, and concerned with the interests of the customer?

E VG S M U N

d) Overall customer satisfaction E VG S M U N

4. MANAGEMENT/ PERSONNEL/LABOR

a) Effectiveness of on-site management, including management of subcontractors, suppliers, materials, and/or labor force?

E VG S M U N

b) Ability to hire, apply, and retain a qualified workforce to this effort E VG S M U N

c) Government Property Control E VG S M U N

d) Knowledge/expertise demonstrated by contractor personnel E VG S M U N

e) Utilization of Small Business concerns E VG S M U N

f) Ability to simultaneously manage multiple projects with multiple disciplines E VG S M U N

g) Ability to assimilate and incorporate changes in requirements and/or priority, including planning, execution and response to Government changes

E VG S M U N

h) Effectiveness of overall management (including ability to effectively lead, manage and control the program)

E VG S M U N

5. COST/FINANCIAL MANAGEMENT

a) Ability to meet the terms and conditions within the contractually agreed price(s)?

E VG S M U N

Contractor Information (Firm Name): ________________________________________________

Client Information (Name): ________________________________________________________

b) Contractor proposed innovative alternative methods/processes that reduced cost, improved maintainability or other factors that benefited the client

E VG S M U N

c) If this is/was a Government cost type contract, please rate the Contractor’s timeliness and accuracy in submitting monthly invoices with appropriate back-up documentation, monthly status reports/budget variance reports, compliance with established budgets and avoidance of significant and/or unexplained variances (under runs or overruns)

E VG S M U N

d) Is the Contractor’s accounting system adequate for management and tracking of costs? If no, please explain in Remarks section.

Yes No

e) If this is/was a Government contract, has/was this contract been partially or completely terminated for default or convenience or are there any pending terminations? Indicate if show cause or cure notices were issued, or any default action in comment section below.

Yes No

f) Have there been any indications that the contractor has had any financial problems? If yes, please explain below.

Yes No

6. SAFETY/SECURITY

a) To what extent was the contractor able to maintain an environment of safety, adhere to its approved safety plan, and respond to safety issues?

(Includes: following the users rules, regulations, and requirements regarding housekeeping, safety, correction of noted deficiencies, etc.)

E VG S M U N

b) Contractor complied with all security requirements for the project and personnel security requirements.

E VG S M U N

7. GENERAL

a) Ability to successfully respond to emergency and/or surge situations (including notifying COR, PM or Contracting Officer in a timely manner regarding urgent contractual issues).

E VG S M U N

b) Compliance with contractual terms/provisions (explain if specific issues) E VG S M U N

c) Would you hire or work with this firm again? (If no, please explain below) Yes No

d) In summary, provide an overall rating for the work performed by this contractor.

E VG S M U N

Please provide responses to the questions above (if applicable) and/or additional remarks.

Furthermore, please provide a brief narrative addressing specific strengths, weaknesses, deficiencies, or other comments which may assist our office in evaluating performance risk (please attach additional pages if necessary):

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Proposal Manager Page 1 of 13

Built with Tanida Demo Builder www.demo-builder.com

Intro

Welcome to Wide Area Workflow e-Business Suite. This demonstration contains audio narrative. Please adjust your volume accordingly.

Step 1

This presentation is an overview Proposal Manager access in Solicitation.

Proposal Manager Page 2 of 13

Step 2

After logging into PIEE, the Proposal Manager will see an icon for the Solicitation module. Clicking the icon will direct them to the restricted Solicitation application home page.

Step 3

After opening the Solicitation Application, the Proposal Manager will have the options: Create Unsolicited Proposal, Search and Lookup - Product / Service and NAICS codes.

Proposal Manager Page 3 of 13

Step 4

There are expandable sections for quick access to different Solicitation documents in various statuses.

Step 5

Clicking the Search link will open the Solicitation Search Criteria page.

Proposal Manager Page 4 of 13

Step 6

The user may enter a date range for both the Open and Response Due dates.

Product or Service and NAICS lookup options are provided and allow searching by code or description.

• The user may enter the Product or Service and/or NAICS codes as a comma-delimited list, or the user may use the lookup feature to populate one or more codes.

The Status filter will provide the following search options:

• Open (default)

• Closed

• Both

Step 7

• After entering the necessary search fields, the user will click the Search button to view the results.

• Selecting the Reset button will clear out any previously entered search criteria.

Proposal Manager Page 5 of 13

Step 8

On the Search Results screen, the user will be provided with the Solicitation Number, Response Date, Description, Contracting Office Name and the Set Aside category.

• Initial results will be sorted by Solicitation Number.

• Clicking on the Solicitation Number link will take the user to a view of the Solicitation.

• The Description value will provide ellipses at the end if the data goes beyond 250 characters.

• Clicking on the Previous button will take the user back to the Search Criteria screen.

Step 9

When selecting a Solicitation from the search results, the user will be shown the selected Solicitation.

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Step 10

The Proposal Manager will be able to view all public attachments, and any attachments that are restricted to their CAGE Code.

Selecting file names will open the attached file and selecting a URL will open the URL in a new browser window.

Step 11

When viewing a Solicitation with Amendments, Proposal Managers will be provided with a list of Amendments to that Solicitation. Selecting an Amendment will take the user to a new screen displaying all the information for that Amendment.

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Step 12

Selecting Previous will take the user back to the Search Results screen.

Step 13

On the search page filtering Solicitations with an Open status then click the Search button to view all open Solicitations.

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Step 14

Click the Solicitation Number link to open the Solicitation.

Step 15

When selecting a Solicitation from the search results, the user will be shown the selected Solicitation.

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Step 16

The Solicitation information may be reviewed before continuing to the Offer tab.

Step 17

Click the Offer tab to Add and review current offers on the Solicitation.

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Step 18

After clicking the Add button an Offer Details section will be displayed. Fill in all necessary information.

Step 19

After entering all necessary information enter a Signature Date and Click the Signature button.

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Step 20

The Sign Document pop-up will be displayed requiring the user to enter a Digital Pin and OTP. Click the Sign and Submit button to continue.

Step 21

After successfully adding the Offer a success message of the submission will be displayed and the offer displayed collapsed.

Users may expand and view all offers on a Solicitation.

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Step 22

Expanding offers allows the user to review the offer and attachments. The Offer may be withdrawn by clicking the Withdraw Offer button at the bottom.

Step 23

After selecting Withdraw Offer button, the user will be given a pop-up asking if they are sure they want to withdraw their offer.

Selecting Yes will remove the offer from the Solicitation. Selecting No will take the user back to the offer screen.

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End

This concludes our demonstration.

Contents Proposal Manager

Notifications Flagged Solicitations Saved Offers Submitted Offers Indicate Interest Saved Unsolicited Proposals Submitted Unsolicited Proposals

PIEE Portal Solicitation Application Solicitation Homepage

Proposal Manager Functions Reference Guide https://caci-my.sharepoint.us/personal/kmironov_caci_com/Documents/Documents/WBT/Solicitation/PIEE_SOL_Solicitation_Proposal_PM.docx#_Toc37377968

Notifications

Notifications

The Proposal Manager may select the notifications icon on the Solicitation home page to view all their system notifications.

Proposal Manager

Flagged Solicitations

Dashboard

The Flagged Solicitation dashboard displays all solicitations in which the Proposal Manager has indicated interest.

1. Use the dropdown menu to control the number of entries appearing on each page in the dashboard.

2. Enter a value to filter open solicitations view by number of days until the solicitation is due to close.

3. Column headings may be toggled to sort by ascending or descending order. Each column may be filtered by using the fields or dropdown menus beneath the column headings.

4. Open a solicitation document to view by selecting an entry in the Solicitation Number column.

Saved Offers

The Saved Offers dashboard displays all solicitations against which the Proposal Manager has saved an offer.

2. Enter a value to filter open solicitations view by number of days until the solicitation is due to close.

3. Column headings may be toggled to sort by ascending or descending order. Each column may be filtered by using the fields or

Saved Offer

1. The Offer tab is displayed.

2. The offer information is displayed.

3. Select the arrow button to expand the offer details.

1. Select the Alternate Offer checkbox to indicate that the offer varies from the solicitation requirements.

2. Mark the checkbox to acknowledge the solicitation amendments.

Select the Choose Files button to upload an attachment to the offer.

1. The attachment information is displayed.

2. Select the edit icon in the Action column to edit the attachment information.

3. Select the delete icon in the Action column to delete the attachment from the offer.

1. Enter the date in the Signature Date field.

2. Select the Signature button to sign the offer.

3. Select Save to save changes to the offer.

4. Select Delete to delete the saved offer.

1. Upon selecting the Signature button, the Sign Document modal displays. Enter user login criteria. If signed in with user ID, enter password in the Password field. If logged in using CAC/PIV, select the appropriate certificate.

2. Select the Sign and Submit button to sign the offer.

3. Select Cancel to close the modal without saving changes.

Select the Add button to add an additional offer against the solicitation.

Enter all required information and select the Save Offer button to save the offer to the solicitation.

Submitted Offers

The Submitted Offers dashboard displays all solicitations against which the Proposal Manager has submitted an offer.

2. Enter a value to filter open solicitations view by number of days until the solicitation is due to close.

3. Column headings may be toggled to sort by ascending or descending order. Each column may be filtered by using the fields or

Submitted Offer

1. The Offer tab is displayed.

2. The offer information is displayed.

3. Select the arrow button to expand the offer details.

Offer details are displayed as read-only.

1. Select the Equivalent time in UTC link to view the posted time in Coordinated Universal Time.

2. Select the file name from the File column to open and view the offer attachments.

Select the Add button to submit an offer against the solicitation.

Enter all required information and select Save Offer to save the offer to the solicitation. If the response date has passed, the offer will be considered as a late offer. For full instructions on posting an offer, please refer to the Posting Offer demo.

Indicate Interest

Indicate Interest in

Solicitation

The Proposal Manager may indicate interest in an open or closed solicitation by selecting the interest indication checkbox on the Solicitation tab. This will allow the Proposal Manager to receive notifications of any amendments posted to the solicitation. If the Proposal Manager’s CAGE code(s) becomes restricted from the solicitation, their indicated interest will be removed.

Once a Proposal Manager indicates interest in a solicitation, the solicitation will be displayed on the Proposal Manager’s Flagged Solicitations dashboard.

Saved Unsolicited Proposals

The Saved Unsolicited Proposals dashboard displays all unsolicited proposals which the Proposal Manager has saved prior to submission.

2. Column headings may be toggled to sort by ascending or descending order. Each column may be filtered by using the fields beneath the column headings.

3. Open a proposal to view by selecting an entry in the Offer Identifier column. The Proposal Manager may continue working on the proposal.

Submitted Unsolicited Proposals

The Submitted Unsolicited Proposals dashboard displays all unsolicited proposals for the offeror CAGE.

2. Column headings may be toggled to sort by ascending or descending order. Each column may be filtered by using the fields beneath the column headings.

3. Open a proposal to view by selecting an entry in the Offer Identifier column.

Unsolicited Proposal

The submitted unsolicited proposal is displayed as read-only.

The Proposal Manager has the ability to withdraw a submitted unsolicited proposal to remove it from consideration prior to a Solicitation Manager’s action. Once an unsolicited proposal has been accepted or rejected by the Solicitation Manager, it cannot be withdrawn.

To withdraw the proposal, select the Withdraw Offer button.

The Proposal Manager is prompted to confirm withdrawal of the unsolicited proposal.

1. Select Yes to confirm withdrawal of the proposal.

2. Select No to close the modal without withdrawing the proposal.

Upon withdrawal of the offer, a success message is displayed at the top of the page stating “The offer was withdrawn on (date) by (Proposal Manager)”.