PIEE Instructions.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 is an overview of posting an offer for a solicitation to the Solicitation Portal. Proposal Manager logs in to PIEE to access, the Solicitation application. The Proposal Manager must be logged in to submit an offer.

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Step 2

Select the Solicitation icon.

Step 3

The Home screen of the Solicitation Portal displays. The Proposal Manager selects the Search link to find the Solicitation they intend to post an offer against.

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Step 4

Proposal Manager enters search criteria to find the solicitation they want to submit an offer against and then selects Search.

The Solicitation Search Criteria are as follows:

• Solicitation Number - Enter the complete solicitation number

• Open Date - Enter a start and end date to find solicitations that were posted to the site within the range

• Response Date - Enter a start and end date to find solicitations where the Response Due Date is within the range

• Product or Service Code - Enter the Product or Service codes as a comma-delimited list, or use the lookup feature to populate one or more codes

• NAICS - Enter the NAICS codes as a comma-delimited list, or use the lookup feature to populate one or more codes

• Set Aside Code - Select a set Aside code to find solicitations that are set aside

• Place of Performance Zip Code - Enter the Zip Code of the Place of Performance

• Contracting Office DoDAAC - Enter a DoDAAC to find Solicitations that were issued by that Contracting Office

• Status - Select a status of Open, Closed or Both Step 5

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 6

The search results display. Select the Solicitation Number link to open the solicitation

Step 7

The solicitation displays. The information is view only.

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Step 8

Scroll down to see the Contract Information and Attachments. The Attachments can be viewed by selecting the File link. Scroll back up to the top of the screen and click the Offer tab.

Step 9

Click the Offer tab to Add and review current offers on the Solicitation. Click the Add button to add an offer to the Solicitation.

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Step 10

Proposal Manager selects the applicable CAGE Code for which they are submitting the offer. The list is prefiltered based on the CAGEs in the Proposal Manager’s profile.

Step 11

Proposal Manager uploads the attachments that comprise their offer by selecting the Choose Files link.

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Step 12

After entering all necessary information enter a Signature Date and Click the Signature button.

Step 13

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.

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Step 14

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.

End

This concludes our demonstration.

Proposal Manager Page 1 of 13

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, Contracting Office Name and the Set Aside 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.

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

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.

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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End

This concludes our demonstration.

Procurement Integrated Enterprise Environment Vendor Registration Guide

A vendor portal for solicitations was introduced as an enterprise-level service for the Department of Defense (DoD) within the Procurement Integrated Enterprise Environment (PIEE) platform. This capability allows DoD to have a more automated and secure process for capturing solicitations and their attachments and responses from industry.

There are two vendor roles (Proposal Manager, Proposal View Only) for the PIEE Solicitation Module. The Proposal Manager role is required to submit an offer to a solicitation posted in the PIEE Solicitation Module.

In this guide, you will find step by step by step instructions for new users to self-register for a PIEE user account and existing users to add additional roles. Refer to the Roles and Actions/Functions Matrix, in the help section, to assist with determining which PIEE Solicitation Module role you will need to add.

Guide Contents Step by Step Instructions

New User

Existing User

Help

Getting Started

Account Support

Technical Support

Roles and Actions/Functions Matrix

Step by Step Instructions New User Follow the steps to self-register for a PIEE user account if your company already has an Account Administrator.

1. Click on Register (Top Right) from the PIEE Landing Page https://wawf.eb.mil/

2. Select Vendor

3. Enter a User ID, Password, and CAPTCHA text. Then, select Next.

You cannot change your User ID once you register.

https://wawf.eb.mil/

4. Create your security questions. Then, select Next.

Security Answers must be unique.

5. Complete your User Profile. Then, select Next.

Required fields are marked with an asterisk (*).

6. Complete your Supervisor and Company Information. Then, select Next.

7. Complete Roles. Then, select Next.

A. Step 1. Select SOL - Solicitation from the dropdown.

B. Step 2. Select Proposal Manager (or Proposal View Only).

C. Step 3. Click Add Roles.

D. Step 4. Enter your CAGE Code in the Location Code field.

8. Enter a justification for access and upload any necessary attachments. Then, select Next.

9. Verify the information on the Registration Summary page is correct. Then, select Next.

10. Review the Statement of Accountability Agreement. Then, select Signature.

The ‘Password Confirmation’ modal window will appear.

Enter password created in Step 3.

Click Submit Registration.

11. You will see a success message that your registration was successful. You will receive a confirmation email shortly. Once your account has been activated by an Account Administrator, you can login into PIEE.

Existing User Follow the steps to add additional roles (Proposal Manager, Proposal View Only) to your PIEE user account.

12. After logging into PIEE, click My Account (Top Left)

13. Select Add Additional Roles.

14. Verify all profile information within your account is up-to-date. Then, select Next.

15. Follow Steps 7 - 10 above.

16. You will receive a confirmation email that the new role(s) were activated by your Account Administrator.

Help Getting Started If your company is new to PIEE and has no Account Administrator, the link below provides the general steps in getting started as a vendor to use the PIEE Solicitation Module and other PIEE applications:

https://wawf.eb.mil/xhtml/unauth/web/homepage/vendorGettingStartedHelp.xhtml

Account Support Your company’s Account Administrator can help you view or edit profile information, reset a password or certificate.

You can enter your five-character CAGE Code to find your company’s Account Administrator at the link below:

https://wawf.eb.mil/xhtml/unauth/lookup/gamLookup.xhtml

Technical Support If you are experiencing technical problems with PIEE and your company’s Account Administrator cannot resolve, please contact the DISA DECC Ogden Electronic Business Service Desk or visit the link below and click "Ogden Help Desk" to submit a ticket.

https://wawf.eb.mil/xhtml/unauth/web/homepage/vendorCustomerSupport.xhtml

Email: disa.global.servicedesk.mbx.eb-ticket-requests@mail.mil Phone: 866-618-5988, 801-605-7095

Roles and Actions/Functions Matrix The Roles and Actions Matrix provides a depiction of the available actions for each vendor role.

Action Role(s) Submit Offers Proposal Manager View Offers Proposal Manager

Proposal View Only Posts Offer Revision Proposal Manager

The Roles and Functions Matrix provides a depiction of the Menu Items available for each vendor role.

Menu Item Role(s) Create Unsolicited Proposal Proposal Manager Search Proposal Manager

Proposal View Only Lookup Product/Service Codes Proposal Manager

Proposal View Only Lookup NAICS Proposal Manager

Proposal View Only https://wawf.eb.mil/xhtml/unauth/web/homepage/vendorGettingStartedHelp.xhtml https://wawf.eb.mil/xhtml/unauth/lookup/gamLookup.xhtml https://wawf.eb.mil/xhtml/unauth/web/homepage/vendorCustomerSupport.xhtml mailto:disa.global.servicedesk.mbx.eb-ticket-requests@mail.mil tel:866-618-5988 tel:801-605-7095