PIEE SOP - Posting Offer.pdf
PDF 847 KB Posted
- Solicitation number
- W912P726QA009
About this file
This document is a training demonstration guide for the Wide Area Workflow e-Business Suite Solicitation Portal, specifically detailing the process for submitting offers against federal solicitations.
The demonstration outlines a 14-step workflow for Proposal Managers to post offers through the PIEE (Procurement Integrated Enterprise Environment) system. Key procedural steps include: logging into PIEE and accessing the Solicitation application; navigating to the Solicitation Portal home screen; using the Search function to locate solicitations by criteria such as Solicitation Number, Open Date, Response Date, Product/Service Code, NAICS codes, Set Aside Code, Place of Performance Zip Code, Contracting Office DoDAAC, and Status (Open/Closed/Both); selecting and opening the target solicitation; accessing the Offer tab; clicking Add to create a new offer; selecting the applicable CAGE Code from a prefiltered list based on the user's profile; uploading offer attachments via the Choose Files link; entering a Signature Date; clicking the Signature button; completing digital authentication through a Sign Document pop-up requiring Digital Pin and OTP entry; and clicking Sign and Submit to finalize the submission. Upon successful completion, the system displays a confirmation message and collapses the offer entry, allowing users to view all submitted offers on the solicitation. This is a procedural training document rather than an actual solicitation document, containing no specific product/service requirements, response dates, pricing terms, or award information.
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Text version
Posting Offer Page 1 of 8
Built with Tanida Demo Builder www.demo-builder.com
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.
http://www.demo-builder.com/
Posting Offer Page 2 of 8
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.
Posting Offer Page 3 of 8
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.
Posting Offer Page 4 of 8
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.
Posting Offer Page 5 of 8
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.
Posting Offer Page 6 of 8
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.
Posting Offer Page 7 of 8
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.
Posting Offer Page 8 of 8
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.
File details come from the government source that posted it. Updated .