EaTIS Vendor Training - FY 20071 EaTIS Training for Vendors – Process Overview EaTIS Version 3.01...
-
Upload
christine-small -
Category
Documents
-
view
221 -
download
0
Transcript of EaTIS Vendor Training - FY 20071 EaTIS Training for Vendors – Process Overview EaTIS Version 3.01...
EaTIS Vendor Training - FY 2007 1
EaTIS Training for Vendors – Process Overview
EaTIS Version 3.01
Last Modified on April 5, 2007
EaTIS Vendor Training - FY 2007 2
Training Agenda
• Process Overview for New & Existing EaTIS Vendors• Step-by-Step Overview
– Obtain an eAuthentication account– Log into EaTIS– Create / Update Company Information & Add / Edit / Delete Equipment,
Employees & Training Records– Submitting an Offer– Inspection of Equipment / Employee Training Records– Completing the Agreement Award Process– Printing an EERA– Viewing Performance Evaluations
• Helpful Resources
EaTIS Vendor Training - FY 2007 3
Process Overview: New EaTIS Vendors• Go to www.eatis.fs.usda.gov• Create & verify your Level 1 eAuthentication account• Log in at www.eatis.fs.usda.gov using your eAuthentication user
name and password• Follow the EaTIS system prompts to enter your company
information, and click submit– This will generate your EaTIS secret Personal Identification Number
(PIN). Keep this PIN secure, as you will need it to accept your agreement later.
• Follow the instructions in the EaTIS training modules (located at http://www.fs.fed.us/business/eatis/training.php) to enter the required information, including equipment, employee, & training records.
EaTIS Vendor Training - FY 2007 4
Process Overview: Existing EaTIS Vendors• Log in at www.eatis.fs.usda.gov using your eAuthentication user
name and password• Review & update your company information • Update FY 2006 Equipment / Training Records
– Click on “Equipment / Crews”• You should see the equipment that you entered last year in the equipment
list. Please click on each record to verify the accuracy of the information. • NOTE: Your equipment is not automatically attached to a solicitation.
You must click “Attach to a Solicitation” and follow the prompts to attach your equipment to a solicitation
– Click on “Maintain Training Records”• Review / Edit / Delete last year’s records as necessary.
• Add new equipment and employees– Follow the instructions in the EaTIS training modules (located at http://
www.fs.fed.us/business/eatis/training.php) to enter the required information
EaTIS Vendor Training - FY 2007 5
Process Overview: New & Existing Vendors
• Carefully read & follow the instructions in the solicitation to ensure that you complete the non-EaTIS portions of the evaluation process: – Registration in CCR– Registration in ORCA– Equipment inspection– Training records inspection– Submittal of required liability insurance information– Other requirements, as defined in the solicitation to which you
are responding • For example, some Regions require documentation of Worker’s Compensation
insurance
EaTIS Vendor Training - FY 2007 6
Vendor Submission of an Offer Using EaTIS
Ve
nd
or
–
Ea
TIS
Ve
nd
or
–
Ea
TIS
Ve
nd
or
–
Ou
tsid
e E
aT
IS
Ve
nd
or
–
Ou
tsid
e E
aT
ISC
on
tra
ctin
g
Off
ice
r
Co
ntr
act
ing
O
ffic
er
Ve
nd
or
- e
Au
the
ntic
atio
n
Ve
nd
or
- e
Au
the
ntic
atio
n
Log into EaTIS
Enter / Update Company
Information
Add / Edit / Delete Equipment Information
Add / Edit / Delete Employee &
Training Information
Acknowledge Amendment(s) to
a Solicitation
Respond to All Non-EaTIS Solicitation Requirements, e.g. Equipment Inspection,
Training Records Inspection, etc.
Log into EaTIS
Open a Solicitation
Amend a Solicitation
Attach Equipment to a Solicitation
Close Solicitation
Receive Email from EaTIS that an
Amendment is Available for
Viewing
= Amendment(s) to the solicitation may or may not occur. If amendments are offered, you MUST accept all of them before an EERA can be awarded to you. If no amendments are offered, disregard the peach shaded area of this diagram.
EaTIS Vendor Training - FY 2007 7
Accepting & Printing an EERA in EaTIS
Con
trac
ting
Offi
cer
Con
trac
ting
Offi
cer
Ven
dor
– O
utsi
de E
aTIS
Ven
dor
– O
utsi
de E
aTIS
Ven
dor
– E
aTIS
Ven
dor
– E
aTIS
Ven
dor
- eA
uthe
ntic
atio
n
Ven
dor
- eA
uthe
ntic
atio
n
Log into EaTIS
Accept EERA Using Secret PIN
View / PrintEERA
Receive Notification of
Non-Award from Contracting Officer
Receive Email from EaTIS that an
EERA has been offered
Evaluate Vendor’s Offer
Finalize AwardAwardEERA?
Solicitation is CLOSED
Send Notification of Non-Award to
Vendor
YES
NO
EaTIS Vendor Training - FY 2007 8
Helpful Hints
• Be sure to keep your email address up-to-date in EaTIS, and to check your email frequently during the solicitation and award process.
• You may only make changes to your company and equipment information in EaTIS prior to the close of the solicitation. Any changes required after that point should be coordinated with the responsible Contracting Officer.
• You may print a copy of your EERA at any point during the time period when the agreement is effective. Simply click on “Agreements” on your vendor main menu in EaTIS, then select “Review Award.”
EaTIS Vendor Training - FY 2007 9
Step by Step Overview
EaTIS Version 3.01
EaTIS Vendor Training - FY 2007 10
eAuthentication
• Options to (1) Create an Account, (2) Update Your Account, (3) Change My Password, (4) Reset My Forgotten Password, and (5) Retrieve my Forgotten User ID
– Important Note: If you already have an eAuthentication account, please DO NOT create a new one!!! Your company and equipment information is associated with the account that you log in to. If you log in to a new account, the information you previously entered won’t be there!
EaTIS Vendor Training - FY 2007 11
Log into EaTIS• Go to: www.eatis.fs.usda.gov• Enter your USDA eAuthentication user name and password• The first EaTIS screen you see should look like the Vendor Main
Menu (below), unless this is your first time logging into EaTIS*:
*If this is your first time logging into EaTIS, you will be prompted to enter your company information. Upon successful submission of this information, EaTIS will generate a PIN for you. After the PIN is generated, you will be returned to the Vendor Main Menu.
EaTIS Vendor Training - FY 2007 12
Company Information, Equipment, Employees & Training Records
• Complete all required fields on the “Equipment / Crews” page, the “Maintain Training Records” page, and the “Change / Delete Company Information” page.– Verify that the information entered is accurate, as this will serve
as the basis for your EERA.– Additional instruction on how to Add / Edit / Delete Equipment,
Employees, and Training Records is included in the training modules on the EaTIS website: http://www.fs.fed.us/business/eatis/training.php
EaTIS Vendor Training - FY 2007 13
Submitting an Offer• Ensure that your equipment is
attached to a solicitation – You want to see a red box on your
screen
• Ensure that you have enough employees with the appropriate training qualifications to operate your equipment
• Review and accept all solicitation amendments (if applicable)
• Review the solicitation to make sure you have met all non-EaTIS requirements
How to get here: Equipment / Crews > select the equipment type that you want to view > click “Submit”
Test Vendor
Test Vendor
EaTIS Vendor Training - FY 2007 14
Inspection / Verification of Inspection forEquipment & Employee Training Records
• Follow the instructions in the solicitation for getting equipment and employee training records inspected
• Once the inspection has been completed, you can view the inspection status within EaTIS:– Equipment Inspection
• From the Vendor Main Menu, select “View All Equipment” > look at the “Pass / Fail” column in the list > either “Passed,” “Failed,” or “Not Insp” will be listed.
– Employee Training Records Inspection• From the Vendor Main Menu, select “Maintain Training Records” > search by
a specific employee or press the “Search” button to generate a list of all employees > look at the second column from the right entitled “Current Status” > either “Passed,” “Failed,” or “Not Inspected” will be listed.
• You can also generate a list of passed employees by clicking on the “Passed Employees” button on the “Training Record Lookup” screen
EaTIS Vendor Training - FY 2007 15
Completing the Agreement Award Process(Slide 1 of 2)
• Once you have met all of the solicitation requirements and the responsible Contracting Officer has completed the evaluation process, you will receive an email letting you know that an agreement has been offered.
• Log into EaTIS > Click on “Agreements” on the Vendor Main Menu, then click “Accept Award” if you wish to do so.
EaTIS Vendor Training - FY 2007 16
Completing the Agreement Award Process(Slide 2 of 2)
• Clicking on “Accept Award” will bring up the screen to the right. You have the option to:
1. View Your Agreement (before acceptance)
2. Accept the agreement by entering your Secret PIN – “Sign Your Agreement”
3. Send a note to the Contracting Officer if you do not wish to accept the agreement – “I Do Not Agree”
• HELPFUL HINT: If you have forgotten your Secret PIN, you can have it emailed to you by clicking on “email my PIN” on the “Change / Delete Company Information” button on the vendor main menu
EaTIS Vendor Training - FY 2007 17
Printing an EERA• Click on “Agreements” on the Vendor Main Menu• Click on “Review Award” (blue box) under the solicitation number for which
you want to print your agreements• Press the “Click Here to View Your Agreement” button, and your Agreement
will open in a new window
EaTIS Vendor Training - FY 2007 18
Viewing Performance Evaluations
• Click on “View Performance Evaluations” on the Vendor Main Menu• Click on the Evaluation Number in the table for the record you wish
to view• Your performance evaluation will open in a new window
EaTIS Vendor Training - FY 2007 19
Helpful Resources
• Self-help is available on the EaTIS website, located at: http://www.fs.fed.us/business/eatis/
• For phone-based support, please contact:
EaTIS Helpdesk
(866) 224-7677, Option #3Hours are Monday – Saturday, 12:00 pm - 8:00 pm Eastern Time