Attachment E - PCS OET - AMPS Guide.pdf

1. Vendor Registration Every vendor/supplier who wants to bid on a DLA-Energy Solicitation for Posts, Camps & Stations (PCS) fuel must complete a registration process with DLA-Energy Account Management and Provisioning System (AMPS), which is accessible at https://amps.dla.mil and from the AMPS link on the PCS OET Splash page.

PCS OET Splash Page

Once the registration is processed via AMPS, a DLA-Energy HelpDesk ticket is created to establish a unique User Name and Password for access to PCS OET. You will be notified by email when your Authorization Request has been processed.

2. Logging On – URL https://offerwizard.dla.mil/pcsoffwiz/pcsoffwiz.html Acknowledge the DOD Access Warning pop-up by clicking the OK button.

See FAR 2.101 and 3.104

Attachment E

SPE60521R0212

Source Selection Information –See FAR 2.101 and 3.104 https://amps.dla.mil/ https://offerwizard.dla.mil/pcsoffwiz/pcsoffwiz.html s

Verify your Company information and Purchase Program selection(s).

If you do not see the Solicitation you want, verify that the associated Purchase Program is selected under My Account.

Provides an Excel spreadsheet of your offer data.

Standard offer rounds: certify / sign using your PCS OET Password.

Standard offer round: Upload supporting .PDF documents to be included with Submit Bids

NOTE: Submit Bids is NOT performed in a Reverse Auction offer round; offers are submitted automatically at the end of the reverse auction.

Note: additional data columns are displayed in subsequent bid rounds.

Displayed after the initial bid round.

Displayed in Reverse Auction bid rounds

Enter Offer Data: Certain fields invoke underlying data entry screens.

Check box(es) to select lineitems to bid.

- Select non-consecutive using CTRL+click box;

- Select consecutive lineitems using SHIFT+click box.

- Select/deselect all lineitems using checkbox in column header.

PCS OET Quick-Start Guide

See FAR 2.101 and 3.104

Attachment E

SPE60521R0212

Source Selection Information –See FAR 2.101 and 3.104

3. Click on either the PCS Offer Entry Tool or PCS OET link to proceed to the User Authentication screen.

4. Enter User Name and Password (from the email notifications received upon account registration) and click Submit.

See FAR 2.101 and 3.104

Attachment E

5. Click Continue on the Login Authentication Success screen.

*NOTE: As mentioned on the above Login Authentication Success screen, the Browser Back button should not be used.

6. PCS OET Main Screen

7. My Account

Click the My Account button in the upper-right hand corner of the PCS OET Main Screen.

See FAR 2.101 and 3.104

Attachment E

8. The User Account Info screen is where you (the vendor) supply your company / personal information and select the Purchase Program(s) on which you want to bid; as well as change your user password. After modifying any fields on the User Account Info screen, clicking Save retains your data and closes the screen; Cancel closes the screen without retaining your modifications.

NOTE: Fields marked with * are required.

9. Offer Entry Process

Click the Enter Offers menu t o invoke the Solicitations For Offer Bid Entry screen displaying the Solicitation Number, Purchase Program, and Title for each Solicitation associated with the PP(s) you selected under My Account.

See FAR 2.101 and 3.104

Attachment E

Once the Solicitation is located, Click the corresponding View/Edit link on the right to invoke the Offer Bid Lines screen where bid data for the selected Solicitation are entered/displayed.

10. New Bid Option - Select Lineitems At the outset of your (the vendor’s) first round of bidding, the Offer Bid Lines screen data grid is blank as lineitems to be bid on have yet to be selected.

Click the New Bid button at the bottom of the Offer Bid Lines screen to invoke the New Bid Line Item Selection screen displaying the available lineitems associated with the selected Solicitation.

See FAR 2.101 and 3.104

Attachment E

11. As the screen be low shows, lineitems can be filtered (individually or in combination) by: State, Activity, Product and / or Mode. Each filter selected restricts the selections of the next; therefore using a combination of filters produces a drill-down effect. Clicking the Reset button clears all filters and redisplays all available lineitems.

Modes are displayed by code, which are defined as follows:

AIR = Airplane;

BRG = Barge;

CCARD = Credit Card;

COUP = Italian Coupon;

COUPN = Coupons;

DR = Drums;

FOBBG = FOB Barge;

FOBDR = FOB Drum;

FOBPL = FOB Pipeline;

FOBRL = FOB Railcar;

FOBTT = FOB Tank Truck;

FOBTW = FOB Tank Wagon;

FUEL = Fuel Tanker;

FUELE = Fuel Truck;

INTMO = Inter-Modal;

MSS = Marine Svc;

NG = Hemtt;

PIPE = Pipeline;

RAIL = Railcar;

TC = Tank Car;

TRUCK = Truck;

TT= Tank Truck;

TTR = Tank Trk/Trl;

TTRWP = Trk/Trl W/P;

TTWP = Tank Truck Wagon;

TUG = Tug;

TW = Tank Wagon

See FAR 2.101 and 3.104

Attachment E

New Bid Line Item Selection Screen, Filtered

Select the lineitems from the New Bid Line Item Selection screen to be included in your bid. Multiple non-consecutive lineitems are selected by using CTRL+click, and multiple consecutive lineitems are selected using SHIFT+click. Clicking the Continue button populates the Offer Bid Lines screen with the chosen lineitems.

Offer Bid Lines Screen, Line Items Selected Example

During Open Standard bid rounds (e.g., Initial/Interim/Final, etc…) you can add lineitems. The lineitem selection process can be repeated as you want until the round of bidding has closed. Once the bid round has closed, indicated by the Offer Bid Lines screen displaying in a read-only format and (Closed) text next to the Round drop-down, the New Bid button is no longer displayed and lineitems can no longer be modified.

See FAR 2.101 and 3.104

Attachment E

An example of a completed Offer Bid Lines screen, after selecting your lineitems, and making your bid entries.

Offer Bid Lines Screen, Bids Entered Example (Round 1, Initial Offer)

12. Submit Bids Click the Submit Bids button at the bottom of the Offer Bid Lines screen to convey your bid(s) to the Buyer.

The Submit Bids For Solicitation screen displays as an email message screen with the From, To and Subject fields appropriately pre-populated.

See FAR 2.101 and 3.104

Attachment E

13. A PDF file bid package MUST be attached to the submission by clicking the Attach Hard Copy link which opens a window where you can browse your system to locate and attach a PDF file to the bid. The attached PDF should contain all of your contracting (FARs, Certs, etc.) and payment information per the Solicitation.

If an Amendment has been published/applied to the Solicitation, you should check FedBizOps (https://www.fbo.gov/) prior to submitting your bid package to confirm that you have the latest contracting and accounting requirements (i.e., FARs, certificates, clauses, etc…) as these potentially could have changed on the Amendment

Any notes or additional information you would like to send with the submission may be entered into the Comments / Message to Buyer field.

Complete Submit Bids for Solicitation Screen

14. Clicking Submit on the completed Submit Bids For Solicitation screen prepares your bid for import into the PCS BEM application and notifies the Buyer that the submission package is available.

*NOTE: The bid submission process can be repeated as you want until the closing time/date of the bid round. During Initial/Interim/Final/Reverse Auction rounds (that are open), vendors can update their bids, within the constraints of the round, and re-submit.

See FAR 2.101 and 3.104

Attachment E

SPE60521R0212

Source Selection Information –See FAR 2.101 and 3.104 https://www.fbo.gov/ https://www.fbo.gov/

15. The Bids Successfully Sent screen will be displayed. Click OK.

16. You are returned to the screen below. Click Done.

17. Log out.

See FAR 2.101 and 3.104

Attachment E

See FAR 2.101 and 3.104

Attachment E

This document is intended to guide authorized Vendors through the Offer Entry Tool (OET) Vendor role request process. The OET Vendor Role is only visible in new AMPS and only to External Vendors and Contractors. Go directly to new AMPS at https://amps.dla.mil/oim.

Click “Ok” (out of view at bottom) to advance to the next page.

See FAR 2.101 and 3.104

Attachment E

Logging into AMPS

Input your DLA User ID and Password and click “Login”

See FAR 2.101 and 3.104

Attachment E

Request the Role

The screen above is the typical home screen in AMPS. You can look over documentation, update, your profile, request a role, and check the status of your pending requests. To begin the process, click on “Request Role”.

See FAR 2.101 and 3.104

Attachment E

Request Role

Read the DLA Privacy Act Statement and click “Accept” to continue.

See FAR 2.101 and 3.104

Attachment E

On the User Information screen, you must update your information. Please note, you must be a User Type of “Vendor” and your Organization Name must be “DLA External” to access the OET Vendor role. Mandatory entries are identified with a red asterisk “*”. When all items are complete, click “Next” in upper right corner of the screen.

See FAR 2.101 and 3.104

Attachment E

If any of the mandatory items are missed, you will receive an error message like above. Click “Ok”, to close the box and make the required entries. Click “next” to continue.

See FAR 2.101 and 3.104

Attachment E

At the Select Roles screen, click on “Energy Applications” then “Energy OET” to display the OET 100 Vendor role.

See FAR 2.101 and 3.104

Attachment E

In the lower left box, click on the role name, then click the “-->” arrow to move it to the right. Click “Next to continue.

See FAR 2.101 and 3.104

Attachment E

A justification is required for access. A good justification would state that you are a vendor wishing to submit offers via the Offer Entry Tool. Enter any Optional Information you deem necessary. It is an optional entry. When finished click “Next” to continue.

See FAR 2.101 and 3.104

Attachment E

The details of your request will be displayed. Click “Submit” to complete the request. You will receive a confirmation email and emails from AMPS as your request advances through the approval process.

See FAR 2.101 and 3.104

Attachment E

Role Request Confirmation

Make note of the System Authorization Access Request (SAAR) number and click “Ok”. You have successfully submitted a request for the OET Vendor Role.

See FAR 2.101 and 3.104

Attachment E

Confirmation Email

Your email confirmation will look like this:

From: amps.user@dla.mil Date: November 19, 2014 at 3:39:47 PM EST To: tony_mcmorrow@yahoo.com Subject: Notification:SAAR #426783 - Request User Access for Tony McMorrow(ETM00610) (DLA

External(Energy OET) 2014-11-19T00:00:00.000-05:00

Your request for roleEnergy OET Prod - Vendor Offer Submission Role OET-100 with access to Energy OET (SAAR 426783) has been submitted for approval. AMPS provides this message for notification only. Please do not respond to this message. If you have any questions about this notification, please contact the Enterprise Help Desk at 855.352.0001.

See FAR 2.101 and 3.104

Attachment E

Snapshot AMPS User Registra on Ver 1.1.pdf 1 of 7 Property of U.S. Government, 2015 . Approved for public release. Distribu on unlimited.

AMPS Snapshot: User Registra on— External Users

Iden fy the following data for the Security Officer and Supervisor:

Entering the correct email address is especially important. AMPS sends no fica ons for approval of role requests to the Security Officer and Supervisor whom you iden fy with the following data:

Email Address

First Name

Last Name

Telephone Number

Set answers to three of the following four security ques ons:

Choose answers between 3 and 40 characters in length, including spaces and punctua on.

Do not use a word that is contained in the ques on itself.

1. What is the city of your birth?

2. What is the name of your pet?

3. What is your favorite color?

4. What is your mother’s maiden name?

Set your password, using the following rules:

Minimum length of 15 characters.

Maximum length of 32 characters.

Minimum of 4 alphabe c characters.

Minimum of 2 numeric characters.

Minimum of 2 lowercase characters.

Minimum of 2 uppercase characters.

Minimum of 2 special characters.

Must begin with an alphabe c character.

Do not use any of your previous 10 passwords.

Cannot use : & " / ' ` \ [ ] ( ) % { } @ $ ?

or non-US English keyboard special characters.

Must not contain your login name, first name, last name, or email address.

Ready to Register?

Go to page 2 to get started...

Not an employee of DLA or DFAS?

You can s ll obtain an AMPS account to request roles relevant to the business you want to conduct with either of these organiza ons.

AMPS accounts are available for various types of users:

non-employees, vendors, and members of the public.

Each of these user types addresses a specific set of needs.

If you are NOT using a smart card (CAC, PIV) to authen cate, you must prepare a password and answers to security ques ons. Follow these steps:

1. Prepare a valid password for your AMPS account. The password accompanies your AMPS -generated ID when you log in to AMPS.

2. Prepare answers for the security ques ons. If you ever need to reset your password, AMPS requires you to enter these answers to authen cate yourself as the correct user.

3. If you are a member of the Military, a Civilian employee of the government, or a government Contractor, iden fy the names and contact informa on of your External Security Officer and External Supervisor. The Security Officer and Supervisor approve your role requests.

4. Prepare to enter user and contact informa on.

This informa on iden fies you as an AMPS user and provides channels for contac ng you with per nent messages about AMPS and your account.

Do You Need an AMPS Account? How to Prepare for AMPS Account Registra on

1 2

Password Rules Security Ques ons

Enter User and Contact Informa on:

First Name

Last Name

Email

Title

Cyber Awareness Training (for Military, Civilian Contractor user types only)

User Type (automatically entered for Vendor or Public user types)

Country of Ci zenship

Official Telephone

Address

4 Security Officer and Supervisor

User Informa on

See FAR 2.101 and 3.104

Attachment E

Snapshot AMPS User Registra on Ver 1.1.pdf 2 of 7 Property of U.S. Government, 2015 . Approved for public release. Distribu on unlimited.

Follow these steps . . . . . . to register for an AMPS account.

. . . if you are a PIV card user who needs access to the Enterprise External Business Portal (EEBP), begin at step 1. Otherwise, skip to page 3:

1. In the URL address field of the browser, enter the following URL and press ENTER on your keyboard.

h ps://amps.dla.mil/

NOTE: If you are using a PIV card in your card reader, click CANCEL to close the Windows Security dialog and proceed. CAC users select the email cer ficate and click OK.

The system opens the AMPS Gateway screen.

This screen has the following features:

AMPS News sec on

List of downloadable User Guides and Job Aids.

Access to AMPS’ login screen for external users.

2. Click the link that reads . . .

Click HERE for access to AMPS.

NOTE: If you are using a PIV card in your card reader, click CANCEL to close the Windows Security dialog and proceed. CAC users select the email cer ficate and click OK.

AMPS opens a DLA

Single Sign-on Authen ca on screen containing descrip ons of USG. condi ons that govern the use of the system.

3. A er reading the condi ons of use, click OK to close the screen and proceed.

AMPS opens a login screen for external users: go to Step 4.

See FAR 2.101 and 3.104

Attachment E

Snapshot AMPS User Registra on Ver 1.1.pdf 3 of 7 Property of U.S. Government, 2015 . Approved for public release. Distribu on unlimited.

Follow these steps . . . . . . to register for an AMPS account.

. . . if you are a CAC user, or you are a PIV card user who needs access to anything EXCEPT the Enterprise External Business Portal (EEBP), begin at step 1:

1. In the URL address field of the browser, enter the following URL and press ENTER on your keyboard.

h ps://amps.dla.mil/

NOTE to all smart card users: When the system displays a Windows Security dialog, select the email cer ficate and click OK to proceed.

The system opens the AMPS Gateway screen.

This screen has the following features:

AMPS News sec on

List of downloadable User Guides and Job Aids.

Access to AMPS’ login screen for external users.

2. Click the link that reads . . .

Click HERE for access to AMPS.

NOTE to all smart card users: When the system displays a Windows Security dialog, select the email cer ficate and click OK to proceed.

AMPS opens a DLA

Single Sign-on Authen ca on screen containing descrip ons of USG. condi ons that govern the use of the system.

3. A er reading the condi ons of use, click OK to close the screen and proceed.

AMPS opens a login screen for external users: go to Step 4.

Note to CAC users with exis ng accounts:

If you are authen ca ng with a CAC and already have an account, AMPS immediately opens your exis ng account on the Home page a er Step 3.

Holders of exis ng accounts do not need to register again.

See FAR 2.101 and 3.104

Attachment E

Snapshot AMPS User Registra on Ver 1.1.pdf 4 of 7 Property of U.S. Government, 2015 . Approved for public release. Distribu on unlimited.

Follow these steps . . . . . . to choose your User Type.

4. In the login screen, click the topmost link:

First Time User? Click Here to Register

The system opens the AMPS User Registra on screen.

This screen has four registra on op ons:

Federal Agency User/Contractor: Select this op on if you NOT employed by DLA and are a Military, a DoD civilian employee, a DoD contractor, or a member of a Federal Agency. Provide informa on about yourself as well as your Supervisor and local Security Officer as required by DoD Form 2875.

Supplier/Vendor: Select this op on if you are a Supplier or Vendor with a Commercial and Government En ty (CAGE) code. A Supplier/Vendor is a person who works for a company that supplies items or parts to

DLA.

Public: Select this op on if you are a user who wants to gain access to DLA applica ons available to the general public.

I am a New DLA Employee: Do NOT select this op on if you are not affiliated with the Defense Logis cs Agency.

5. Click the bu on that corresponds to your User Type.

AMPS opens the DLA or DFAS Privacy Act Statement. Read the statement and consult the external documents, as needed.

6. Click Accept.

See FAR 2.101 and 3.104

Attachment E

Snapshot AMPS User Registra on Ver 1.1.pdf 5 of 7 Property of U.S. Government, 2015 . Approved for public release. Distribu on unlimited.

AMPS User Registra on — Fill in the User Informa on for Your User Type

Non-DLA Federal Agency User/Non-DLA Contractor Registra on

Supplier/Vendor Registra on

Public Registra on

User Informa on

Enter informa on in all fields marked with an asterisk.

Enter your latest Cyber Awareness Training Date.

User Types are: Military, Civilian, Contractor. AMPS displays different fields for each user type.

Security Officer Informa on

Enter informa on in all fields marked with an asterisk.

Enter the Security Officer’s email address, full name, and telephone number.

Contact Informa on

Enter informa on in all fields marked with an asterisk.

Enter informa on that enables your DLA contacts to reach you.

Supervisor Informa on

Enter informa on in all fields marked with an asterisk.

Enter the Supervisor’s email address, full name, and telephone number.

8. Click Next.

User Informa on

Enter your company’s CAGE Code.

A Cyber Awareness Training date is not required from a Vendor.

No Security Officer or Supervisor is required for a Vendor.

8. Click Next.

User Informa on

A Cyber Awareness Training date is not required from a Public user.

No Security Officer or Supervisor is required for a Public user..

8. Click Next.

7. Enter User Informa on and Contact Informa on appropriate to your User Type.

8. Click Next.

See FAR 2.101 and 3.104

Attachment E

Snapshot AMPS User Registra on Ver 1.1.pdf 6 of 7 Property of U.S. Government, 2015 . Approved for public release. Distribu on unlimited.

Follow these steps . . . . . . to set Security Ques ons and create a password.

9. Click the dropdown list arrow to display a range of ques ons.

10. Click a ques on to select it.

11. Enter the corresponding answer in the Answer field.

12. Repeat Steps 8-10 for the other ques on-and-answer fields.

13. Enter a password in the Enter New Password field.

14. Enter the same password in the Confirm

Password field.

15. Click Next.

AMPS displays the Summary screen.

Go to Step 16.

See FAR 2.101 and 3.104

Attachment E

Snapshot AMPS User Registra on Ver 1.1.pdf 7 of 7 Property of U.S. Government, 2015 . Approved for public release. Distribu on unlimited.

Follow these steps . . . . . . to review and complete registra on.

16. Review the informa on on the Summary screen.

17. Click the Back bu on to return to a previous screen and make changes or correc ons.

18. Click Create Account.

AMPS displays a Confirma on screen containing your new AMPS user ID.

Record your ID safely.

Use this ID, along with the password you specified during registra on, to log in to AMPS.

A er your account is set up and you click Login to AMPS . . .

When you click the Login to AMPS link, AMPS displays the AMPS Gateway again (refer to page 2 or 3 in this snapshot).

Click the link to return to the Login screen.

Click the link that reads . . .

Click HERE for access to AMPS.

A er reading the condi ons of use, click OK to close the screen and proceed.

Click the link to return to the Login screen.

Enter your user ID and password

Click the Login bu on.

AMPS is launched, and the Home page is displayed.

Refer to the AMPS User Guide for more informa on about working with AMPS.

17 18

See FAR 2.101 and 3.104

Attachment E