Attachment 7 - Bulk CIS_Guide.pdf
PDF 1017 KB Posted
- Solicitation number
- SPE60224R0710
- Issued by
-
Defense Logistics Agency Energy
About this file
This document is a Desk Guide for the Bulk Contract Information System (CIS), which allows government personnel and contractors to examine contract line item and solicitation data for bulk fuels. The guide provides instructions on how to access Bulk CIS, select the desired procurement program, and generate reports with various filters and format options. Key details include:
The purpose of Bulk CIS is to allow users to view current and historical contract and solicitation details for bulk fuels. The system can be accessed through a specific web link and contains four main sections: Date Range, Report Data, Report Sort Order, and Report Format Options. Users can select contract numbers or solicitation numbers, filter by location, contractor, product, mode, and other criteria, and choose to display the data in narrative, tabular, Excel, or email formats. The guide outlines the step-by-step process for navigating the system and generating reports.
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Text version
DLA ENERGY
BULK PETROLEUM PRODUCTS
SJFLKDJKLDJ
Bulk Petroleum Products Desk Guide
Bulk Contract Information System
(CIS)
Effective June 2022
Bulk Contract Information System (CIS) Bulk Petroleum Products Desk Guide
Table of Contents
Contents Overview Accessing Bulk CIS Selecting the Bulk Procurement Program Date Range Section Report Data Section Report Sort Order Section Report Format Options Section Exiting the Bulk CIS
Overview
Description:
Bulk CIS (CIS) is a web application in the Energy Procurement Suite of Tools (EPST), which allows government personnel and civilian Contractors/Suppliers the opportunity to examine contract line item and solicitation data for Bulk fuels. CIS is used to view current and historical line item and solicitation details and information about the corresponding worldwide contracts and solicitations; it allows users to view contract data, to query the line item databases on certain fields and to produce reports in various formats.
Bulk CIS can be accessed by clicking the BULK Contract Information System link that follows: https://cis.energy.dla.mil/pcscis/CogSelection?type=BULK
Purpose:
The purpose of this desk guide is to provide bulk contracting personnel and suppliers with instructions on how to view current and historical contract line item details and information about corresponding worldwide contracts and solicitations.
Audience:
BEM Team, Bulk Contract Specialist (Buyer), Contracting Officer, Vendor
Accessing Bulk CIS
SCREEN: Bulk CIS Home Page
1. Access the Bulk CIS home page at the following link:
https://cis.energy.dla.mil/pcscis/CogSelection?type=BULK
Selecting the Bulk Procurement Program
1. Select the bulk fuels procurement program you are interested in reviewing contract or solicitation information. (For purposes of this desk guide, the AEM program is selected).
SCREEN: Bulk CIS Fuels Procurement Program Selection
2. The following Create Report screen will appear:
SCREEN: Create Report Selection
3. There are four sections in the Create Report screen: Date Range, Report Data, Report Sort Order and Report Format Options. First, you will select the Date Range you wish to search for your data.
Date Range Section
1. Choose a date range for your data pull (in this example, the dates in the following screenshot were chosen).
SCREEN: Date Range
Report Data Section
SCREEN: Report Data
1. Second, you must select either a contract number(s) or a solicitaion number(s) from a drop down list, but you can not select both in one data pull. In this example, the AEM 2020 contracts were selected in the Contract Number dropdown list:
SCREEN: Contract Number Selection
2. Next, select the remaining report data you would like included in your report in the drop down selections next to each heading: Location, Contractor (Vendor), State, Service, Contract Line Item (CLIN), TSW Location, Product, and Mode or choose None Selected (as depicted in next screenshot).
Note: if you choose any Location or State option, which is marked with an asterisk, your data pull will be limited to destination contracts only.
SCREEN: Remaining Data Options Screen
Report Sort Order Section
1. Third, you now have the option to sort the order of the data in your report or you can choose to leave it blank and the report will generate in an existing format.
SCREEN: Report Sort Order
Report Format Options Section
SCREEN: Report Format Options
1. Lastly, the user has the option to choose from four different report format options: Display Narrative, Display Tabular, Download Excel Spreadsheet, and Email Narrative. Click on a format (in this example for desk guide purposes, the Excel format was chosen).
2. Click OK.
SCREEN: Open or Save Option
3. The report will generate in an Excel csv format, where you can view, print, save or email the spreadsheet.
SCREEN: Excel Spreadsheet
Exiting the Bulk CIS
1. Click on Return to Buy Selection in the Create Report Screen.
SCREEN: Return to Buy Selection
2. Click on Log Off.
SCREEN: Bulk Fuels CIS Home Page
3. The following “Session Ended” screen will appear and you can now close the web browser.
SCREEN: EPST Session Ended
| Table of Contents |
| Overview |
| Accessing Bulk CIS |
| Selecting the Bulk Procurement Program |
| Date Range Section |
| Report Data Section |
| Report Sort Order Section |
| Report Format Options Section |
| Exiting the Bulk CIS |
File details come from the government source that posted it. Updated .