Tab 09 Att 8 - Bulk CIS_Guide.pdf

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DLA Energy - Bulk Petroleum Products Inland/East/Gulf Coast (IEG) Program
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SPE60226R0711
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About this file

This document is a desk guide for the Bulk Contract Information System (CIS), a web-based application designed for DLA Energy's bulk petroleum products procurement program.

The Bulk CIS is a component of the Energy Procurement Suite of Tools (EPST) that enables government personnel and contractors/suppliers to access contract line item and solicitation data for bulk fuels. The system allows users to view current and historical contract details, query line item databases on specific fields, and generate reports in multiple formats. The guide serves audiences including BEM teams, bulk contract specialists, contracting officers, and vendors. Users access the system at https://cis.energy.dla.mil/pcscis/CogSelection?type=BULK and navigate through four primary sections: Date Range Selection, Report Data Section, Report Sort Order Section, and Report Format Options Section. The Report Data Section allows users to filter by location, contractor, state, service, contract number, contract line item, solicitation number, TSW location, product, and mode. Users can select either contract numbers or solicitation numbers but not both in a single data pull. The system enables sorting by up to nine criteria including contract/solicitation, CLIN, contractor, TSW location ID, location, state, product, mode, and service. Report output options include displaying reports in narrative format, tabular format, downloading as Excel spreadsheets, or emailing in narrative format. Users exit the system by clicking "Return to Buy Selection," then "Log Off" to end their session.

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DLA ENERGY

BULK PETROLEUM PRODUCTS

SJFLKDJKLDJ

Bulk Petroleum Products Desk Guide

Bulk Contract Information System

(CIS)

Effective June 2022

Bulk Contract Information System (CIS) Bulk Petroleum Products Desk Guide

Table of Contents

Contents Overview Accessing Bulk CIS Selecting the Bulk Procurement Program Date Range Section Report Data Section Report Sort Order Section Report Format Options Section Exiting the Bulk CIS

Overview

Description:

Bulk CIS (CIS) is a web application in the Energy Procurement Suite of Tools (EPST), which allows government personnel and civilian Contractors/Suppliers the opportunity to examine contract line item and solicitation data for Bulk fuels. CIS is used to view current and historical line item and solicitation details and information about the corresponding worldwide contracts and solicitations; it allows users to view contract data, to query the line item databases on certain fields and to produce reports in various formats.

Bulk CIS can be accessed by clicking the BULK Contract Information System link that follows: https://cis.energy.dla.mil/pcscis/CogSelection?type=BULK

Purpose:

The purpose of this desk guide is to provide bulk contracting personnel and suppliers with instructions on how to view current and historical contract line item details and information about corresponding worldwide contracts and solicitations.

Audience:

BEM Team, Bulk Contract Specialist (Buyer), Contracting Officer, Vendor

Accessing Bulk CIS

SCREEN: Bulk CIS Home Page

1. Access the Bulk CIS home page at the following link:

https://cis.energy.dla.mil/pcscis/CogSelection?type=BULK

Selecting the Bulk Procurement Program

1. Select the bulk fuels procurement program you are interested in reviewing contract or solicitation information. (For purposes of this desk guide, the AEM program is selected).

SCREEN: Bulk CIS Fuels Procurement Program Selection

2. The following Create Report screen will appear:

SCREEN: Create Report Selection

3. There are four sections in the Create Report screen: Date Range, Report Data, Report Sort Order and Report Format Options. First, you will select the Date Range you wish to search for your data.

Date Range Section

1. Choose a date range for your data pull (in this example, the dates in the following screenshot were chosen).

SCREEN: Date Range

Report Data Section

SCREEN: Report Data

1. Second, you must select either a contract number(s) or a solicitaion number(s) from a drop down list, but you can not select both in one data pull. In this example, the AEM 2020 contracts were selected in the Contract Number dropdown list:

SCREEN: Contract Number Selection

2. Next, select the remaining report data you would like included in your report in the drop down selections next to each heading: Location, Contractor (Vendor), State, Service, Contract Line Item (CLIN), TSW Location, Product, and Mode or choose None Selected (as depicted in next screenshot).

Note: if you choose any Location or State option, which is marked with an asterisk, your data pull will be limited to destination contracts only.

SCREEN: Remaining Data Options Screen

Report Sort Order Section

1. Third, you now have the option to sort the order of the data in your report or you can choose to leave it blank and the report will generate in an existing format.

SCREEN: Report Sort Order

Report Format Options Section

SCREEN: Report Format Options

1. Lastly, the user has the option to choose from four different report format options: Display Narrative, Display Tabular, Download Excel Spreadsheet, and Email Narrative. Click on a format (in this example for desk guide purposes, the Excel format was chosen).

2. Click OK.

SCREEN: Open or Save Option

3. The report will generate in an Excel csv format, where you can view, print, save or email the spreadsheet.

SCREEN: Excel Spreadsheet

Exiting the Bulk CIS

1. Click on Return to Buy Selection in the Create Report Screen.

SCREEN: Return to Buy Selection

2. Click on Log Off.

SCREEN: Bulk Fuels CIS Home Page

3. The following “Session Ended” screen will appear and you can now close the web browser.

SCREEN: EPST Session Ended

Table of Contents
Overview
Accessing Bulk CIS
Selecting the Bulk Procurement Program
Date Range Section
Report Data Section
Report Sort Order Section
Report Format Options Section
Exiting the Bulk CIS

File details come from the government source that posted it. Updated .