S2 - PIEE Solicitation Module Vendor Access Instructions.pdf

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

Posting_Offer Page 1 of 10

Built with Tanida Demo Builder www.demo-builder.com

Intro

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

Scene 1

After reading the Privacy Statement click the Accept button to continue.

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Posting_Offer Page 2 of 10

Scene 2

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.

Scene 5

Select the Solicitation icon.

Posting_Offer Page 3 of 10

Scene 6

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.

Scene 7

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

Posting_Offer Page 4 of 10

Scene 9

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

Scene 10

The solicitation displays. The information is view only.

Posting_Offer Page 5 of 10

Scene 11

Scroll down to see the Solicitation Details section.

Scene 12

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.

Posting_Offer Page 6 of 10

Scene 13

Proposal Manager selects the Offer tab and the Offer submit screen displays. The Solicitation Number is pre-populated and not editable.

Scene 14

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.

Posting_Offer Page 7 of 10

Scene 15

Proposal Manager uploads the attachments that comprise their offer by selecting the Add Attachment link.

Scene 16

The Add Attachment screen displays, enter the following information to upload an attachment to the Offer:

• Attachment Name - Enter the title of attachment. Cannot contain characters < > & ” or ‘.

Posting_Offer Page 8 of 10

Scene 17

• Upload Attachment - Browse and select the attachment from the local hard drive or server and then select Upload button.

Attachment file name cannot contain spaces. Each attachment can be up to 1.9 GB in size.

Scene 18

Select Save Attachment button when complete.

Posting_Offer Page 9 of 10

Scene 19

The attachment entry is saved and displayed on the offer. To add another attachment, select the Add Attachment link and repeat the previous steps.

When the data entry is complete, select the Post Offer button to save the offer in the Portal.

Scene 27

The system displays a message recording the date and time the offer is posted. It is suggested to print this screen and retain it as part of the offer record.

Posting_Offer Page 10 of 10

Scene 28

Prior to the Solicitation closing date, the Proposal Manager can withdraw the offer by selecting the Withdraw Offer button. This removes the offer completely from the Portal.

End

This concludes our demonstration.