eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

83
Federal Acquisition Service U.S. General Services Administration eOffer/eMod Training eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0

description

eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D). Agenda. Introductions Getting Started Overview of How to Prepare andSubmit an eOffer and eMod eSigning the eOffer and eMod Accessing the Signed SF-1449 or SF30 Review and Questions. - PowerPoint PPT Presentation

Transcript of eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

Page 1: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

Federal Acquisition Service

U.S. General Services Administration

eOffer/eMod TrainingeOffer/eMod Training

Keonia CobbinsSystems DevelopmentOffice of Acquisition Management (QV0D)

eOffer/eMod TrainingeOffer/eMod Training

Keonia CobbinsSystems DevelopmentOffice of Acquisition Management (QV0D)

Page 2: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

US General Services Administration Federal Acquisition Service2

Agenda

Introductions Getting Started Overview of How to Prepare andSubmit an eOffer and

eMod eSigning the eOffer and eMod Accessing the Signed SF-1449 or SF30 Review and Questions

Page 3: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

US General Services Administration Federal Acquisition Service3

What is eOffer and eMod?

eOffer eOffer is a secure, web-based application that allows companies to

electronically prepare and submit a Multiple Award Schedule (MAS) contract proposal to the Federal Acquisition Service (FAS).

To use the eOffer system you must have a digital certificate.

eMod eMod is a secure, web-based application that allows companies to

electronically prepare and submit a modifications request to the Federal Acquisition Service (FAS) for their Multiple Awards Schedule (MAS) contract.

eMod can be used for all FAS schedule contracts. To use the eMod system you must have a digital certificate.

Page 4: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

Federal Acquisition Service

U.S. General Services Administration

Getting StartedGetting Started

Page 5: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

US General Services Administration Federal Acquisition Service5

What is a Digital Certificate?

A Digital Certificate is an electronic credential that is stored on your web browser or on a token. Asserts the identity of an individual Enables Federal Aquisition Service (FAS) to verify the

identity of the individual entering the system and signing documents.

Used to encrypt and decrypt data to ensure that it is securely transmitted.

Page 6: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

US General Services Administration Federal Acquisition Service6

What is a Digital Certificate, contd?

Currently FAS is offering two no-cost digital certificates per DUNS.

If you have not yet applied for your digital certificate you may do so by going to the eOffer website and clicking on the link “Are you qualified to get an Electronic Authentication Certificate (Cert) at no cost?”

If you have received your no-cost digital certificate, but have not uploaded it to your computer, you will have to do so before you can access eOffer.

Page 7: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

US General Services Administration Federal Acquisition Service7

How Does eOffer Use Digital Certificates?

To authenticate user at login To ensure that only the people authorized to work on an

eOffer are granted access To electronically sign the eOffer request

Page 8: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

US General Services Administration Federal Acquisition Service8

What is a Digital Signature?

A Digital Signature IS: Unique to both the document and the signer Virtually impossible to forge

A Digital Signature is NOT: A digitized handwritten signature The typed name of an individual A secret code, password, or PIN number

Page 9: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

US General Services Administration Federal Acquisition Service9

Roles and Responsibilities of Subscriber

Password protect your digital certificate Do not share it with anyone Immediately report lost or compromised digital certificate Adhere to all other terms, conditions, and obligations set

forth in the Subscriber Agreement NOTE: You should not share your digital certificate with

someone else. If you leave the organization you obtained your certificate

through, you should delete the certificate from your computer. This will prevent other people from logging on to the computer,

retrieving the certificate and signing contractual documents with your certificate.

Page 10: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

US General Services Administration Federal Acquisition Service10

Am I Ready to Submit an eOffer?

Find the answer on how to become a successful GSA Industry Partner by attending the “Pathway to Success” online training session on the Vendor Support Center Website

Visit the Vendor Support Center website at http://vsc.fss.gsa.gov to view the “Pathway to Success” webinar.

Page 11: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

Federal Acquisition Service

U.S. General Services Administration

Accessing eOffer and eMod

Page 12: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

US General Services Administration Federal Acquisition Service12

Sign In To access the eOffer system go to www.eoffer.gsa.gov

Page 13: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

US General Services Administration Federal Acquisition Service13

Choose a Digital Certificate

Page 14: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

US General Services Administration Federal Acquisition Service14

Signing Data with Private Exchange Key

Page 15: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

US General Services Administration Federal Acquisition Service15

Enter DUNS

Page 16: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

Federal Acquisition Service

U.S. General Services Administration

Preparing and Submitting an Preparing and Submitting an eOffereOffer

Page 17: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

US General Services Administration Federal Acquisition Service17

Select Solicitation

Page 18: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

US General Services Administration Federal Acquisition Service18

Corporate Information

Page 19: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

US General Services Administration Federal Acquisition Service19

Corporate Information

Page 20: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

US General Services Administration Federal Acquisition Service20

Add Negotiator

Page 21: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

US General Services Administration Federal Acquisition Service21

Review Your Negotiators

Page 22: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

US General Services Administration Federal Acquisition Service22

Add SIN(s)

Page 23: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

US General Services Administration Federal Acquisition Service23

Add SIN Details

Page 24: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

US General Services Administration Federal Acquisition Service24

Review Your SIN(s)

Page 25: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

US General Services Administration Federal Acquisition Service25

Solicitation Clauses

Note: The Ordering Information has two mandatory sections to be completed: Ordering Receipt Information andRemittance Address!!!

Page 26: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

US General Services Administration Federal Acquisition Service26

Solicitation Clauses Add Basic Information

Page 27: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

US General Services Administration Federal Acquisition Service27

Status Complete

Page 28: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

US General Services Administration Federal Acquisition Service28

Exceptions

Page 29: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

US General Services Administration Federal Acquisition Service29

Exception

Page 30: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

US General Services Administration Federal Acquisition Service30

Required Documents Uploaded

Page 31: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

US General Services Administration Federal Acquisition Service31

Locate Document On Your Computer

Page 32: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

US General Services Administration Federal Acquisition Service32

Upload This Document

Page 33: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

US General Services Administration Federal Acquisition Service33

Are You Ready to Submit eOffer?

Page 34: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

US General Services Administration Federal Acquisition Service34

Disclaimer Required

Page 35: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

US General Services Administration Federal Acquisition Service35

eOffer Successfully Submitted

Page 36: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

US General Services Administration Federal Acquisition Service36

Email Confirmation

Page 37: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

US General Services Administration Federal Acquisition Service37

New Offer Welcome Letter

Page 38: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

Federal Acquisition Service

U.S. General Services Administration

Preparing and Submitting and Preparing and Submitting and eModeMod

Page 39: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

US General Services Administration Federal Acquisition Service39

Select Contract

Page 40: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

US General Services Administration Federal Acquisition Service40

Select Modification

Page 41: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

US General Services Administration Federal Acquisition Service41

Review Corporate Information

Page 42: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

US General Services Administration Federal Acquisition Service42

Information Saved

Page 43: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

US General Services Administration Federal Acquisition Service43

Selecting SIN

Page 44: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

US General Services Administration Federal Acquisition Service44

Adding SIN Detail

Page 45: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

US General Services Administration Federal Acquisition Service45

Saving SIN Details

Page 46: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

US General Services Administration Federal Acquisition Service46

Adding Administrative (Negotiator) Information

Page 47: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

US General Services Administration Federal Acquisition Service47

Adding Administrative Mod Information

Page 48: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

US General Services Administration Federal Acquisition Service48

Upload Documents

Page 49: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

US General Services Administration Federal Acquisition Service49

Upload Documents, contd.

Page 50: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

US General Services Administration Federal Acquisition Service50

Locate Document

Page 51: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

US General Services Administration Federal Acquisition Service51

Enter Document Name

Page 52: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

US General Services Administration Federal Acquisition Service52

Submit eMod

Page 53: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

US General Services Administration Federal Acquisition Service53

Final Review of eMod

Page 54: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

US General Services Administration Federal Acquisition Service54

eMod Successfully Submitted

Page 55: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

US General Services Administration Federal Acquisition Service55

Email Confirmation

Page 56: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

US General Services Administration Federal Acquisition Service56

Edit Mod

Page 57: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

US General Services Administration Federal Acquisition Service57

Email Confirmation

Page 58: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

Federal Acquisition Service

U.S. General Services Administration

eSigning an eOffer or eModeSigning an eOffer or eMod

Page 59: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

US General Services Administration Federal Acquisition Service59

Sign In

Page 60: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

US General Services Administration Federal Acquisition Service60

Enter DUNS

Page 61: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

US General Services Administration Federal Acquisition Service61

Sign Package

Page 62: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

US General Services Administration Federal Acquisition Service62

Electronic Signature Confirmation

Page 63: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

US General Services Administration Federal Acquisition Service63

E-Signature Consent

Page 64: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

US General Services Administration Federal Acquisition Service64

Review and Accept

Page 65: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

US General Services Administration Federal Acquisition Service65

Review Contract

Page 66: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

US General Services Administration Federal Acquisition Service66

Sign eMod

Page 67: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

US General Services Administration Federal Acquisition Service67

Confirm Signature

Page 68: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

US General Services Administration Federal Acquisition Service68

Contract Successfully Submitted

Page 69: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

Federal Acquisition Service

U.S. General Services Administration

Accessing the Signed SF1449 and Accessing the Signed SF1449 and SF30SF30

Page 70: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

US General Services Administration Federal Acquisition Service70

Email Confirmation

Page 71: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

US General Services Administration Federal Acquisition Service71

Sign In

Page 72: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

US General Services Administration Federal Acquisition Service72

Enter DUNS

Page 73: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

US General Services Administration Federal Acquisition Service73

Download Package

Page 74: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

US General Services Administration Federal Acquisition Service74

Sign Contract Package

Page 75: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

US General Services Administration Federal Acquisition Service75

Download My Documents

Page 76: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

US General Services Administration Federal Acquisition Service76

Security

Page 77: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

US General Services Administration Federal Acquisition Service77

ApproveIt Verifier

Page 78: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

US General Services Administration Federal Acquisition Service78

Installation Wizard

Page 79: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

US General Services Administration Federal Acquisition Service79

Installation Wizard, contd.

Page 80: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

US General Services Administration Federal Acquisition Service80

Verifier Installed

Page 81: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

US General Services Administration Federal Acquisition Service81

Locate Document

Page 82: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

US General Services Administration Federal Acquisition Service82

Review eMod and Signature

Page 83: eOffer/eMod Training Keonia Cobbins Systems Development Office of Acquisition Management (QV0D)

US General Services Administration Federal Acquisition Service83

Review and Questions

For technical assistance contact the eOffer/eMod Helpdesk at 866-472-9114 OR email us at [email protected]