Attachment 12 - PIEE Proposal Manager Guide.pdf

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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.

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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.

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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.

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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.

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Step 8

On the Search Results screen, the user will be provided with the Solicitation Number, Response Date, Description, Restricted, Status, Posted Date, PSC, NAICS, Contracting Office Name, Set Aside, and Number of Amendments 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.

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

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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Step 24

The Offer is withdrawn.

End

This concludes our demonstration.