Attachment 5 - PIEE Proposal Manager Guide.pdf

ProposalManager Page 1 of 11

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 of ECP 1143, Proposal Manager.

http://www.demo-builder.com/

ProposalManager Page 2 of 11

Step 2

After logging into the WAWF e-Business portal, 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 to Search for a Solicitation and look up Product / Service and NAICS codes.

ProposalManager Page 3 of 11

Step 4

• 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 5

• 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.

ProposalManager Page 4 of 11

Step 6

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 Response Date.

• 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 7

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

ProposalManager Page 5 of 11

Step 8

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 up the attached file, and selecting a URL will open up that URL in a new browser window.

Step 9

When viewing a Solicitation, 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 of the information for that Amendment. When selecting an Amendment for a Solicitation, the user will be shown the selected Amendment.

ProposalManager Page 6 of 11

Step 10

Selecting Previous will take the user back to the view of the Solicitation that this Amendment belongs to.

Step 11

When viewing a Solicitation, Proposal Managers will have a tab labelled Offer on the Solicitation.

ProposalManager Page 7 of 11

Step 12

Selecting the Offer tab will take the Proposal Manager to a new screen, where they will have the ability to add an offer.

Step 13

Selecting Post Offer will take the user to a new screen.

Proposal Manager CAGE Code is a drop down limited to the Proposal Manager’s registered location codes.

The user will be able to add multiple attachments.

ProposalManager Page 8 of 11

Step 14

Selecting Add Attachment will take the user to a new screen where they will be able to upload an attachment.

Step 15

After an attachment is added it will display on the offer. The user may select Add Attachment to add more attachments.

The user may select the up or down arrows to change the order of the attachments. The user may select the X under Action to delete any Attachments the have added. Once completed, the Proposal Manager will select Post Offer.

ProposalManager Page 9 of 11

Step 16

Upon selecting Post Offer, the user will receive a success message that the offer was posted.

After an offer is posted, whenever the Proposal Manager views an offer, a Withdraw Offer button will be available on the offer tab.

Step 17

After selecting Withdraw Offer, 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.

ProposalManager Page 10 of 11

Step 18

Once the Solicitation Manager has marked an offer as within the competitive range, and entered in a Final Proposal Revision Date, the Solicitation will be in the Final Proposal Revision phase.

At this point, when a Proposal Manager views a Solicitation and goes to the offer tab, they will see the offer that they initially submitted.

The Proposal Manager may add or delete any attachments on their offer. Once done, they will select Post Final Proposal Revision.

Step 19

Upon selecting Post Final Proposal Revision, the user will receive a success message that the offer was posted.

After a Final Proposal Revision is posted, whenever the Proposal Manager views the final offer, a Withdraw Offer button will be available on the offer tab. This button will be available up until the Final Proposal Revision date.

ProposalManager Page 11 of 11

End

This concludes our demonstration.