Attachment E Posting Solicitations in PIEE.pdf

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Intro

Welcome to Procurement Integrated Enterprise Environment (PIEE). This demonstration contains audio narrative. Please adjust your volume accordingly.

Step 1

This is an overview of posting a solicitation to the Solicitation Portal manually. The Solicitation Manager logs in to PIEE to access the Solicitation application. Select the Log In button to continue to the PIEE portal login page.

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Step 2

After reading the Privacy Statement, select the Accept button to continue.

Step 3

Enter credentials using CAC/PIV or user ID.

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Step 4

Select the Solicitation application icon.

Step 5

The home screen of the Solicitation Portal displays. The Solicitation Manager selects Post Solicitation to manually enter the Solicitation data.

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Step 6

The Post Solicitation screen is divided into collapsible sections. The data captured is used when sending the applicable Notice to FBO. All mandatory fields are marked with an asterisk. Enter the solicitation number generated by the CWS in the Solicitation Number field. The Solicitation Number must be unique and must consist of 13 alphanumeric characters. Positions 1-6 represent a valid Issuing Office DoDAAC and must be alphanumeric. Positions 7-8 represent the Issuing Year and must be numeric.

Position 9 represents the Solicitation Type and must be an alpha character that is not E, I, J, O, W, X, Y, or Z. Positions 10-13 represent the Sequence Number and must be alphanumeric, and at least one position must be nonzero.

Step 7

Enter the solicitation type in the Solicitation Type field. Select an item from the dropdown menu.

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Step 8

Enter the deadline for receipt of bids, proposals, or responses for the solicitation in the Response Date field. This is a date and time field.

Step 9

Select the date by using the navigational arrows to find the applicable month and then selecting the specific date.

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Step 10

The calendar switches to an hour view. Set the hour of the offer due time.

Step 11

The calendar switches to a minute view. Set the hour increment of the offer due time.

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Step 12

Enter the time zone of the issuing office in the Response Date Time Zone field. Select an item from the dropdown menu. Select the View Time Zone Map link to view a map of world time zones.

Step 13

If the solicitation is set aside, select the applicable code from the Set Aside Code field. If not, then leave the value as the default of N/A.

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Step 14

The Primary Contact Name field is auto-populated based on the user's profile and is not editable.

Step 15

Multiple Solicitation Managers may be assigned to a solicitation. Notifications for the solicitation will be sent to all assigned managers. Enter any desired secondary contact in the Secondary Contact Names field. Use the Lookup tool to search for contact information.

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Step 16

Enter criteria to search for the desired contact and select the Search button. Select the desired contact and select the OK button.

Step 17

Enter a description of the solicitation in the Description field. It cannot contain characters < > & ” or ‘. See FAR Subpart 5.207( c ) for the general format.

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Step 18

Enter the title of services, supplies, or project required in the Subject field. The subject has a 256-character limit and cannot contain the characters < > & ” or ‘.

Step 19

Select the Draft Solicitation checkbox if creating a draft solicitation.

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Step 20

The subject is appended with the word "DRAFT". The Subject field remains editable.

Step 21

The Posting Date field is auto-populated with the current date, used for auditing when the solicitation was posted to the Solicitation Portal and subsequently posted to FBO.

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Step 22

Enter the desired archival date in the Archive Date field. This field is currently used only for sending the date to FBO.

Step 23

To enter a value in the Product or Service Code field, select the Lookup tool button.

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Step 24

Product or Service Codes may be searched by Code or Description. Enter the desired value and select the Search button.

Step 25

Select the radio button with the desired value. If the solicitation is for multiple goods and/or services, select the one category best describing the overall acquisition.Select OK.

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Step 26

To enter a value in the NAICS field, select the Lookup tool button.

Step 27

NAICS codes may be searched by Code or Description. Enter the desired value and select the Search button.

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Step 28

Select the radio button with the desired value. If the solicitation is for multiple goods and/or services, select the NAICS best describing the overall acquisition. Select OK.

Step 29

Enter the Zip Code of the Place of Performance in the Place of Performance Zip Code field.

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Step 30

Enter the Address of the Place of Performance in the Place of Performance Address field. This field has a maximum of 2000 characters and cannot contain the characters < > & ” or ‘.

Step 31

The value for Recovery Act defaults to No. Select Yes if this is a Recovery and Reinvestment Act Action.

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Step 32

Select the Restricted Solicitation checkbox if this is a restricted solicitation. Only vendors with the specified CAGE codes will be able to view the solicitation. Proposal Managers registered to CAGE codes without restricted access will be able to view the solicitation if they are registered for CAGE codes still on the restricted list. Select the Add CAGE Code link to specify the CAGE codes that are to have access to the solicitation.

Step 33

Enter the desired CAGE code(s) in the Allowed CAGE Codes fields. Multiple CAGE codes are permitted. To delete a CAGE code from the Allowed CAGE Codes list, select the Delete button.

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Step 34

Enter any comments in the Additional Comments for Proposal Manager field.

Step 35

Select the DoDAAC that represents the Issuing Office of the Solicitation from the Contracting Office DoDAAC dropdown menu.

The list is prefiltered based on the DoDAACs in the Solicitation Manager’s profile.

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Step 36

Selecting a value pre-populates the Contracting Office Name and Contracting Office Address fields. The fields are editable and cannot contain characters < > & ” or ‘.

Step 37

The Solicitation Manager may create a template consisting of volumes and attachment placeholders. To add an offer template, select the Add Volume link .

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Step 38

Add a volume name in the Volume Name field. Special characters are allowed, with the exception that it must not contain the following PDS-specific special characters: < > & ” ‘. To delete a volume, select the Delete Volume button. Add comments in the Volume Comments field.

Step 39

Add attachment information in the Attachment Placeholders section. Special characters are allowedin Attachment Comments, with the exception that it must not contain the following PDS-specific special characters: < > & ” ‘. To delete an attachment, select the delete icon in the Actions column. To add additional attachments, select Add Attachment Placeholder. To add additional volumes, select Add Volume.

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Step 40

At least one attachment is required. Attachments may be document files or URLs; however, a solicitation may only contain one attachment type. Select the Choose Files button to upload the solicitation attachments that should be available to the vendor community. Browse and select the attachment from the local hard drive or server. The total combined file size for all files uploaded simultaneously can be up to 1.9 GB.

Step 41

To add an attachment URL, enter the URL with which the vendor can access the attachment in the URL field and select the Add Attachment URL button. Please enter the complete URL to include 'http://' or 'https://'.

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Step 42

The attachment entry is saved and displayed on the solicitation. To add another attachment, select the Choose Files or Add Attachment URL buttons and repeat the previous steps.

Step 43

To edit or delete an attachment, select the edit or delete icons in the Action column.

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Step 44

The solicitation may be saved at any time prior to completion by selecting the Save Solicitation button, and returned to at a later time.

Step 45

A confirmation message will be displayed, notifying the user that the solicitation was successfully saved.

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Step 46

When the data entry is complete, select the Post Solicitation button to save the solicitation in the Portal. This will initiate the FBO integration to post the solicitation to FBO and make the solicitation available on the Portal for vendor offers.

Step 47

A confirmation message will be displayed, notifying the user that the solicitation was successfully submitted. Upon submission of a restricted solicitation, Proposal Managers registered for the CAGE(s) specified by the Solicitation Manager will be notified via email that the solicitation is available.

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End

This concludes our demonstration.