**IDEAS-PD: Overview of Release 4.1**

A Telecast Originating from the BLM National Training Center

February 10, 2000

This transcript is from the closed-captioning file produced during the
telecast. It may contain errors and omissions in transcription.

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Announcer: the Bureau of Land Management Satellite Network Presents Live
from the BLM National Training Center in Phoenix, Arizona, IDEAS‑PD
Release 4.1.1. A Demonstration of the Features, Advantages and Benefits
of this New Version of IDEAS‑PD. And Now, the Host of Your Program, Hope
Mentore‑Smith.

H. Mentore‑Smith: Good Morning, Everyone, and Welcome To the National
Business Center\'s Overview of the Interior Department and Electronic
Acquisition System Procurement Desktop, Better Known as IDEAS‑PD,
Release 4.1. We Are Very Excited to Be Using Satellite Technology to
Reach All of You Today. This New Release of IDEAS Is a Make Rare Vision
That That Contains Many New Enhancements That Will Increase the
Flexibility and Functionality of The System to Better Serve All Of You.
This Release Also Contains Resolutions to Many of the Software Issues
That Have Been Reported by You, Our Users. Joining Me Today to Present a
Detailed Demonstration of IDEAS 4.1 Is Annmarie Harold. Annmarie Works
for the American Management Systems as a Consultant to the Department of
Interior\'s National Business Center. Good Morning, Annmarie, and
Forgive Me for That, Please.

A. Harold: Good Morning, Hope. I\'m Excited to Be Here. I\'m Enjoying
Phoenix\'s 80‑degree Weather and Excited about Today\'s Overview. I Know
Many of You Are Interested in Getting Your Hands On IDEAS‑PD and I Hope
Today\'s Sessions Will Be Very Helpful.

H. Mentore‑Smith: Throughout Today\'s Sessions I Will Introduce Each New
Feature of The Release and Explain Some Key Points. Annmarie Will Then
Demonstrate Features So You Can Get a Firsthand Look at the Software In
Action and Begin to See for Yourself the Benefits of the New System. Let
Me Get Started by Giving You A Quick Rundown of Everything We\'re Going
to Cover Today. New Governmental Forms Have Been Added. These Include
the Standard Form 1449 for Commercial Items as a Solicitation Simplified
Purchase And Contract and the Standard Form 1442 for Solicitation and
Contract. You Will Also Notice Fundamental Changes in the Processing
Rules. The Most Notable Change for Contracting Officers Is the Ability
to Maintain Concurrent Modifications. In Previous Releases of IDEAS‑PD,
the Conformed or Current Copy of the Award Had to Be Released Before New
Modifications Could Be Created. Now an Unlimited Number of Award
Modifications Can Exist in the System Simultaneously. The Second Big
Change Is the Clause Model. Procurement Professionals Can Now Import
Custom Clauses from a Word Processing Document, Add Custom Subsections
and Indicate The Order of the Clauses. With the Redesigned PDweb, Can
You Now Take Advantage of Web‑based Requisitioning. This Will Allow to
You Create Purchase Requests, Add Approval Sheets to the Purchase
Requests, And Then Route Them for Approval. Other Enhancements Include
UPDated FPDs, Html Reference Library, System Administration Enhancements
and Technical in Environment Enhancements. Keep in Mind These Are Just a
Few of the Many Features We\'re Going to Show You Today. So Our Main
Goal Is to Leave With You a Good Understanding of The New Functionality
Included In IDEAS‑PD Version 4.1. To Help You Follow Along, Please Refer
to Your Viewer Packet. If You Have Not Received this Guide, You Can
Download it from The BLM National Training Center Homepage on Internet
at www.ntc.blm.gov. Under the Main Menu, Select the \"Coming Events\"
Page and Navigate to the Additional Information Link Displayed with The
Information on this Telecast. There You Will Find Viewer Packet Download
Information. As We Go Through Our Demonstration of IDEAS 4.1, If You
Have Any Questions for Us, We Want to Hear from You. Throughout the
Program, You Will Be Able to Communicate with Us By Phone or Fax. Just
Give Us a Call, or Send Us A Fax at Any Time. We Will Also Have Time
Reserved For a Question‑and‑answer Session During the Second Segment.
Since We Would like to You Talk Directly with Us, since That\'s More Fun
for Us, We\'re Going to Go to Your Dolls Before We Answer Faxes
Generally. We Will Get to Your Questions as Fast as We Can. If You Are
Faxing Us, Please Use A Fax Form Provided in Your Viewer Packet. And to
Help Save a Tree, Don\'t Worry about Including a Cover Page. Before We
Get Started with Our First Segment, We\'d like to Ask Our Downlink
Coordinators to Have All Viewers Sign a Satellite Attendance Roster and
Fax it to NTC During One of the Breaks. This Is Also Included in the
Viewer Packet. Viewers from Any Branch of the Government Are Welcome Use
to The BLM Management\'s Electronic Reporting System at the Training
Center\'s Website at www.ntc.blm.gov/satnet. Your Feedback Is Very
Important In Helping Us Evaluate this Form Of Training Delivery and
Helps Us Ensure That We Are Meeting Your Needs. At the Conclusion of
Today\'s Telecast, We Will Be Asking You To Complete a Program
Evaluation And Also Fax That into Us. Like Everything Else, We Have
Talked About, it Can Be Found And Submitted on the BLM Satnet Website.
So with All the House Keeping Duties out of the Way, We Would Like to
Begin with the First ‑‑ With a Look ‑‑ First Look at Some of the
Enhancements Included in System Administration. These Items Require
Set‑up by Your Functional System Administrator. So First We Will Review
the Enhancements and Then Demonstrate Them Using IDEAS‑PD Release 4.1.
The First Enhancement to the System in System Administration Is the
Added Ability to Indicate A User as a Contracting Officer In the User\'s
Profile. In the Past, Contracting Officers Were Inserted Directly Into
the Database. Another Addition to User\'s Profile Is E‑mail
Notification. If E‑mail Notification Is Enabled in the User\'s Profile,
He or She Will Receive an E‑mail That Alerts Use Ther Something Is in
Their Inbox. Bpa Terms and Conditions Previously Entered Directly into
The Database Can Also Now Be Added Through System Administration. If You
Use Ffs, You Can Now Customize Your Vendor and Blanket Agreement Table
Names. Lastly, a Checkbox Has Been Added to Enable Pse and Sic Codes
Filtering on the Approval Templates. I\'m Now Going to Turn it over to
Annmarie to Do Our First Demonstration of the Day. Annmarie?

A. Harold: Thank You, Hope. As Hope Said, Today I Am Going To Be
Presenting a Detailed Demonstration of IDEAS‑PD 4.1. The Database I Will
Be Using Is A Demonstration Database and It\'s Located Direct Loy My
Computer\'s Hard Drive, So That Should Help Us with Some Response Times.
Also, the Organizations and Vendors I Have Added to the Database Are
Purely Fictional. So Any Resemblance to an Organization or Vendor in the
Real World Is Coincidental. Please Call Us at Any Time During the
Demonstration If There Is Something You Don\'t Understand, Pick up the
Phone And Call Us. We Would Love It. So Now I\'m Going to Go Ahead Into
the Software, into IDEAS‑PD 4.1. Here I Am at the Prompt for My
Password. I\'m Going to Click Ok. And We\'re into IDEAS‑PD 4.1. The
First Thing I\'m Going to Be Showing You Today Is System Administration.
So I Will Go up to the Top of The Screen to the Utilities Menu, down to
System Administration, and Here We Are In the System Administration
Page. First I\'m Going to Scroll down To the User Task. Click on the
User Task. Here We Have the Smallest of Users in My Demonstration
Database. I\'m Going to Go Ahead and Click On My Name. Go to the Right
and Click UPDate. Here Is My User Profile. What You Will Notice
Different About the User Profile Are Three Checkboxes on the Side of the
Page. The First Checkbox Reads Designated Contracting Officer. And in
this Case, this Checkbox Is Marked. So My User, Annmarie Harold, Is
Designated as a Contracting Officer. So this Means My Name Will Be
Available on the DroPDown List Box and Also If I Create an Award on My
Desktop, My Name Will Automatically Fill That Space.

H. Mentore‑Smith: Annmarie, What Will Happen to the Previously Entered
Contracting Officers That Had to Be Included In the Database Before?
Will They Still Be There?

A. Harold: Yes, Hope, All the System ‑‑ All the Contracting Officer
Names That Were Entered Directly into the Database in IDEAS‑PD 4.0 Will
Default Directly into the User Profile With this Check Mark Checked. So
the System Administrator Will Not Need to Make Any Edits to Those User
Profiles.

H. Mentore‑Smith: Only New Contracting Officers Need to Be Put In?

A. Harold: Right. The Only Difference Is Now When You Enter a New User
and They Are a Contracting Officer, Instead of Putting That Directly In
the a Database, You Can Indicate it Through System Administration on the
User Profile. Going Back to My Desktop, the Second Checkbox That You\'ll
See On the User Profile Is Called Suspended. What That Means, Not to
Scare You, Is That Hope and I Are Going to Be Talking about the
Additional Password Security That Is Added to this Release, And If a
User Violates One of Those Rules, He or She Will Become Suspended and
this Check Mark Will Become Checked ‑‑ I Have to Uncheck Myself So I\'m
Not Suspended, and Then the User Will Need to Contact Their Functional
Administrator to Become Unsuspended. The next Enhancement Is E‑mail
Notification, and That Is Also Set up on the User Profile. For
Infrequent Users of PD, IDEAS‑PD, They May Want to Actually Receive an
E‑mail in Their Regular E‑mail System Alerting Them That a New Object
Has Been Sent to Their IDEAS‑PD Inbox. What the Message Will Say Is
Something like \"A New Object, an Envelope, the Name of the Envelope,
Has Been Sent from the User\'s Name and Then the Time That the Route Was
Actually Sent. .\" If You Want to Enable this Function Would You Simply
Check The Checkbox in the User\'s Profile.

H. Mentore‑Smith: So Do I Have to Be Logged into IDEAS‑PD For E‑mail to
Come Through to Me?

A. Harold: for the E‑mail Notification to Work? In Fact, E‑mail
Notification Will Come to You Only If You\'re Logged out of PD at the
Time of The Route. If You\'re Logged into PD You and Receive That
Message Saying You\'ve Received a New Item in Your Inbox, Then You
Won\'t Receive the E‑mail.

H. Mentore‑Smith: You Get the Regular Message You Have an Item In Your
Inbox?

A. Harold: Right. The Only Requirement on this Page That Goes along with
Enabling E‑mail Notification Is That the User Does Have an E‑mail. So If
I Delete My E‑mail Address, Click out of the Box, Then My Enable E‑mail
Notification Checkbox Becomes Disabled and Unchecked. So I Can\'t Check
That Unless I Truly Have an E‑mail Address Here. Ok. Those Are All the
Changes to the User Profile. So I\'m Going to Go to the Left Side of My
Screen to the User ‑‑ To the System Administration Tasks, and Now I\'m
Going to Go To Proc Types. Those of You out There May Be Wondering, What
Enhancements Did Hope Mention That Has to Do with Proc Types? So When I
Click on It, it Will Bring up the Screen, and the Third Tab over Says
Bpa Terms. So Bpa Terms Has Been Put under The System Administration
Task Proc Types. So If I Click on Bpa Terms, it Brings up a Free Edit
Text Box And Here I Can Type up to 2,000 Characters. Now, in the Past,
this Was Entered Directly into the PD Database. So the Only Difference
Is That This Information Is Now ‑‑ Can Now Be Entered Through System
Administration and Edited Here In System Administration. So If You Had
Your Bpa Terms and Cub Difficults ‑‑ Conditions Typed into the Database
Previously, There Is No Action Required by Your System Administrator at
this Time. This Field Is 2,000 Characters Which Is the Same as it Was
When It Was Entered Directly into the Database. Ok. The next Item Is the
Vendor and Blanket Agreement Name. That Is Going to Be under the System
Options Tab. So I\'m Going to Click on System Options and I\'m Going to
Go up To the Top, the Second Tab Says Ffs Transaction Options. As Hope
Mentioned, this Is for Users That Are Employing the PD Fss Interface and
What this Allows the Users to Do Is Customize Their Vendor Table Name
and Their Blanket Agreement Table Name. If You\'re Using Fss and Your
Vendor Table Name Is Actually Vend, and Your Blanket Agreement Name Is
Basm, These Are the Names That Are Going to Default Into System
Administration So There\'s No Action Required by You. But If You Are an
Agency That\'s Using a Customized Name, Like, For Example, Ven\$, Then
You Will Need to Enter this Name Within System Administration and Follow
A Come Other Steps Outlined in Your Installation Guide. So in the past
Those Names Were Actually Hard Coded into the System and Now They\'re
Placed Within System Administration. The next Task I\'ll Be Moving to On
My Desktop Is at the Very Top. It\'s the Approval Task. As You Know, You
Can Create Approval Templates Within IDEAS‑PD and These Templates Allow
You to Go Ahead and Set Criteria for the Templates. Under What
Conditions Do You Want this Approval Template to Be Available? So I\'m
Going down to the Bottom And Go into an Approval Template. I\'m Going to
Highlight \"Award.\" And Then Go to the Right and Click UPDate. Along
the Top Row You Can See That There Are Several Different Things That an
Approval Template Can Be Filtered Upon. As in PD 4.0, the Last 2 Tabs
Are Sic and Psc. I\'m Going to Go Ahead and Click On Psc, and Here We
See the New Checkbox, Enable Psc Code Filtering. Now, in the Past, this
Option Was Also Available, but There Was No Checkbox. So this Should
Make it Easier For Users That Do Want to Filter Upon a Psc to Go Ahead
and Filter. It\'s More Intuitive to the User. If You Check Here, Now
You\'ve Enabled Psc Code Filtering, So You Could Go Ahead to the Left
And Choose a Particular Psc, Move it to the Right Side under Chosen Psc,
and Now this Approval Template Will Need to Be ‑‑ Will Only Show up for
Documents Have That a Psc of 1090 and Meet All of the Other Criteria.
Now, I Know That Many of You Don\'t Filter in Psc or Sic Currently. And
If You Don\'t, Then All You Need to Do Is Make Sure That Your Templates
Look like this When You Come In, and They Will As Long as Your Template
Had Nothing on the Right Side. So If Your Templates Are Set up With
Nothing on the Right Side Of Your Psc and Your Sic Tabs And Your
Approval, and You Do Not Want to Enable Psc and Sic Code Filtering, Then
There Is No Action Required by You.

H. Mentore‑Smith: Thanks, Annmarie. Before We Move On, We Have a Caller
Already. So We\'re Going to Go Ahead and Take it and We\'re Going to Be
Talking to Wilma from BLM. Wilma, Are You There?

Caller: Yes.

H. Mentore‑Smith: Thanks for Calling. Where Are You Calling From?

Caller: from Carson City, Nevada.

H. Mentore‑Smith: What Can We Help with You?

Caller: We Just Wanted to Verify That under the System Administration
That That Function Is Still Going to Be Performed by the People Located
At the Business Center in Denver, Not by Each Individual State Office.

H. Mentore‑Smith: I Think I Need to Answer That Question, And You\'re
Probably Right. But You Would Need to Talk to Your Functional System
Administrator in Denver to Verify That. If That\'s What Had Been Done in
The Past, Then I\'m Sure That\'s What\'s Going to Be Done in the Future
but Would You Really Need To Check with Them First.

Caller: Thanks.

H. Mentore‑Smith: No Problem. Thank You for Calling.

Caller: Uh‑huh.

H. Mentore‑Smith: Ok. Now That We\'ve Covered Some of The Basic System
Administration Functions, Let\'s Now Look at the New Password Security
Feature And Demonstrate How the Password Security Is Set up Through Your
System Administration. Can You Follow along on Page 3 Of Your Course
Handout. Annmarie?

A. Harold: Thank You, Hope. We\'re Going to Return to the Desktop and
We\'re Going to Go Right Back to System Administration Because That Is
Where the Password Security Options Are Set. I\'m Going to Go up to the
Utilities Menu and down to System Administration. System Administration
Is Set up Through the System Options Tab. So I\'m Going to Go down to
System Options, Click on System Options, and You Can See That There Are
Four Tabs Across the Top. I\'m Going to Move over to the Right to the
Password Options. And Here We See the Password Options. You Can Use ‑‑
You Can Set Some Restraints on the User Passwords. The First One You See
Here Is Minimum Length. I\'m Going to Move the Curse You Are down to
Minimum Length, and You See That Here It\'s Set for Five Characters
Meaning, of Course, That the User Password Must Be at Least Five
Characters. The next One Is Time‑out Due to Inactivity. And this Means
That after How Many Minutes of Inactivity, Meaning I Got up to Go to the
Bathroom, I\'ll Not Within IDEAS‑PD, There\'s Been No Activity on My
System, It\'s Going to Lock You out of the System. It\'s like a Windows
Security Thing Where it Just Locks You Out of the ‑‑

H. Mentore‑Smith: Sort of Like a Screen Savor Password.

A. Harold: Exactly. It Doesn\'t Log You Out. You\'re Not Totally Logged
out And Lost Everything Did You. It Gives You the Option, You Can Either
Log Back in or You Can Log out and If You Do Choose to Log Out, It\'s
Going to Go Through the Same Steps as it Would Normally. So If You Had a
Document Open, You Would Have an Option to Save That Document at That
Time. Ok. So Back to the Desktop, We Have The next One, Suspend after
How Many Failed Log‑in Attempts. How Many Times Do You Have to Enter the
Incorrect Password Before You Are Suspended. The next One Says Suspend
after How Many Days of Inactivity. So If You Went on Vacation Here In
Phoenix Where It\'s 80, I Would Definitely Encourage Anybody Who Is
Thinking of Vacationing in February to Come Here, after 30 Days of
Inactivity, You Would Be Suspended, Which Means You Would Not Be Able to
Get in with Your Password and the System Administrator Would Need to
Unsuspend You on Your User Profile. Expire after How Many Days. This
Means That Your Password Is Going to Expire and You Will Need to Choose
a New Password After 30 Days in this Case. Reuse after How Many
Passwords. This Means How Many Passwords Can You Actually ‑‑ Is the User
Forced to Use Before They Can Reuse Their Original One. So If I like to
Use the Password \"Annie\" I\'m Going to Have to Think of Three Other
Passwords Before I Can Use Annie Again. So I Would Have to Go Through
Annie, and Then Dog, Cat, Billy Goat Before I Could Use Annie Again. And
the Last One Is Just the Number ‑‑ If a Number Is Required and That\'s a
Checkbox, If You Check That Box, Then, of Course, One of the Characters
in Your Password Is Required to Be A Number.

H. Mentore‑Smith: You Know, I\'m Always Forgetting My Password. I Don\'t
Think I\'m Going to Use Password Security.

A. Harold: So as a System Administrator You Won\'t Set this Up at All,
Ignore It, Disable It?

H. Mentore‑Smith: That\'s Right. Not Using It.

A. Harold: Ehhh Can\'t Do That. That\'s Not an Option. But You Do Have
the Option to ‑‑ If Your I.t. Department Has Not Established Password
Standards, You Could Go Ahead and Minimize Or Maximize the Length, and
That Could Make the Password Rules Less Restrictive. So I\'m Going to Go
Ahead and Give You an Example Of. ‑‑ of That. Back to the Is Desktop. If
Your I.t. Has Set the Standards, You Have to Follow The Standards but in
Some Cases They May Not Have Set Standards For All the Restrictions. For
Example, the Minimum Length Of Characters in Your Password, You\'d Want
‑‑ If You Don\'t Want To Restrict How Many Characters Your Users Can
Use, You Can Go Ahead and Bring That down to the Minimum, Which Is ‑‑
You Would Want to Keep Something in That Cell, So You Would Want a 1.
Time‑out Due to Minutes of Inactivity, You Might Want to Maximize That
If You Don\'t Want Your Users to Be Timed Out. And the Maximum Is
Actually 99. So, You Know, Close to an Hour And a Half Is Going to Be
the Maximum. Now, You May ‑‑ You May Be Tempted ‑‑ You\' Thinking I
Can\'t Disable this but I Can Blank it Out. You Don\'t Want to Do That.
You Don\'t Want to Blank this Out, Because If You Do, the System Is
Going to Read That as Zero. So, for Example, If You Suspend After Blank
Timeouts, You\'re Suspending after ‑‑ I\'m Sorry, Login Attempts,
Because Then Your User Won\'t Even Have One Attempt to Get into the
System. You Can Minimize or Maximize, But You Can\'t Disable.

H. Mentore‑Smith: No Way Around That One. Ok. Thanks, Annmarie.
Throughout this Telecast We\'re Going to Pause from Time to Time To Make
Sure You Really Understand Some of the Deeper Concepts of IDEAS‑PD.
We\'re Going to Call These Thinkpoints. We\'re Going to Give You the
First One Right Now. Our First Think Point to Ponder Is Why Does System
Administration Demand That the Check Mail Interval Be Greater Than the
Time‑out Due to Inactivity Interval.

H. Mentore‑Smith: I Think I Know the Answer but I Will Let The Expert
over Here Answer That One for Me.

A. Harold: Ok. When the System Checks for Mail, It\'s Considered an
Activity. Therefore, If the Check Mail Activity Interval Is Greater Than
the Time‑out Due to Inactivity Interval, the System Will Always Detect
Activity Before it Has a Chance to Time‑out. And, Yes, That\'s My Final
Answer.

H. Mentore‑Smith: Ok. Thanks Again. We\'re Going to Move On. As You
Know, IDEAS Includes the New Forms Sf 1442 and Sf 1449. These Forms Need
to Be Included In System Administration for Various Reasons. First, They
Need to Be Included So Appropriate Users Have Access To the Forms.
Second, They Need to Be Included So That Approval Templates and Document
Prefixes Are Available For Those Forms. And Lastly, They Need to Be
Included So That Workload Assignments Can Be Completed With the Forms.
Annmarie Will Demonstrate the Steps for Including the New Forms in
System Administration. Please Refer to Page 5, Which Lists the Tasks
That must Be Accomplished, and Page 6, Which Lists All of the Different
1442 And 1449 Types That must Be Included in the Tasks. Annmarie?

A. Harold: Thank You, Hope. We\'re Going to Go Back to System
Administration. Under the Utilities Menu on My Desktop I\'m Going to Go
Back Down to System Admin. The First Task That I\'m Going to Access Is
the Group Task. I\'m Going to Go over and Highlight My Demo Group. Then
I\'m Going to Go to the Right and Click \"UPDate.\" As You Can See, the
Tabs Across The Top Really Define the Group Access. I\'m Going to Go up
to the Object Class, and Here You Can See Listed All the Different
Object Types for Which this Group Has Access, Is Able to Create. And the
Object Class When They Create That Object. So for Every Group That You
Want To Have Ability to Create These Objects, You\'re Going to Need to
Assign Them into the Group Task. So I\'m Going to Go Ahead to the Right
and Click \"Add\" and Then I\'m Going to Come up under Object Type and
Go down and Select \"The ‑‑ the 1442 Object Mod. Then I Will Click Add
Again and I\'m Going to Go Ahead and Find The 1449 Simplified Purchase
Mod. With an Object Class of Demo. Next, I\'m Going to Add the 1442
Contract ‑‑ Wait, I Think I Already Got That. Sorry. The 1449 Contract
Mod. And Give That an Object Class of Demo. So All of the New Objects
That You Want a Certain Group to Have Access to Need to Add Them Here In
the Group Task.

H. Mentore‑Smith: So, Annmarie, Suppose My System Administrator Suffers
from What I Call Sometimes Having a Senior Moment and Forgets to Put in
One Of Those Object Types to a Group. What\'s Going to Happen?

A. Harold: If You\'re a User In a Group and Need to Create One of These
New Object Types And Your System Administrator\'s Senior Moment Is Not
Allowing You to Do That, You Might Not Figure That out until You\'ve
Completed the Entire Form. So It\'s Not until You Save the Form That the
System Lets You Know That You Don\'t Have Rights To Create That Object.
If That Does Happen, You Will Need to Contact Your System Administrator
and Find out Why You Haven\'t Been Given Access to That Form.

H. Mentore‑Smith: Thank You.

A. Harold: the next Task the System Administrator Will Need To Include
Is the Approval Task. So I\'m Going to Zoom up to Approvals under the
Task Menu, Click on Approvals and Here We Have an Approval Type,
Authority And Template. The Type, If You Need to Have a New Approval
Type for the New Forms, of Course, Would You Enter One Here. For the
Authorities, I\'m Going To Go Ahead and Add a New Authority for the
1442. I\'m Going to Go down and Click Ok. Now, That Authority Type Will
Just Give Users Authority Only To ‑‑ Only for the 1442. I\'m Going to Go
up to Templates. And Here Is ‑‑ Here Is Where Even If You Don\'t Give a
New Authority Type or a New Approval Type or a New Authority, You Will
Need to Include These Forms In the Template. Or Else the Template Will
Be ‑‑ No Template Will Be Available to The Forms at All. So Every System
Administrator Will Definitely Need to Set up a Template If They Want
These Forms to Be Approved. Otherwise, it Will End up Being Blank.

H. Mentore‑Smith: So the Approval Template Screen Would Come Up, but
There Would Be Nothing in it for Them to Choose From?

A. Harold: That\'s Right. So I\'m Going to Go Back to My Desktop and
Show You How You Would Do That. I\'m Going to Include These Forms In the
Award. So I\'m Going to Highlight \"Award,\" Click \"UPDate,\" and Go To
Object Types Here at the Top. You Can See, and this Is What Will Happen
If You Are ‑‑ When You Convert to 4.1. The ‑‑ All of the Object Types
Will Be on the Left, Because You\'ve Never Chosen These Object Types
Before. So I\'m Going to Go Ahead and Click on the First One, Use My
Shift‑click Functionality, and Go Ahead and Grab All These Awards and
Solicitations and Move it to the Right. Now, this Particular Template Is
Going to Be Available for All Object Types in the System. I\'m Going to
Go Ahead and Click Ok and Close. Next I\'ll Go over to the Left of The
Screen and I\'m Going to Choose ‑‑ Go down to Document Prefix. So If
Your Agency Employs Document Prefixes, You, of Course, Need to Assign a
Prefix To the Object Type. If You Want, You Can Create a New Prefix, or
If You\'re Going To Use Your 1442s and 49s under An Already Established
Prefix, Would You Wouldn\'t Need to Add One Here. But You Definitely
Need to Go to The Second Tab for Document Type, Go down to \"Add,\" Go
Back Up to the Left, and Choose the Object Type That You Would like To
Add ‑‑ I\'m Going to Choose The 1449 Contract ‑‑ Give it a Prefix of
\"Demo\" since That\'s My Only Choice Here and I\'m Going To Give it to
the System Admin Group. So You Just Follow That Procedure Where You
Click \"Add\" Go to the Document Type, Choose The New Document Type,
Assign a Prefix and a Group.

H. Mentore‑Smith: So If the Prefix Isn\'t Added to System
Administration, Then it Wouldn\'t Be Available When the Create New
Screen Came on for Creating That Document?

A. Harold: That\'s Exactly Right.

H. Mentore‑Smith: They Would Have to Type it in as Opposed to Picking a
Prefix.

A. Harold: That\'s Correct. They Would Not See Anything in The Create
New Screen in the Document Number Field. That Would Need to Be Typed in
By Use Ther. I Know Some of the Agencies Do That Anyway. If You\'re Not
Using Document Prefixes, You Don\'t Need to Worry about This. The next
Step Has to Do with Workload. So If Your Agency Is Using Workload, There
Is a Step You Will Need to Include the 1442 And the 1449 as a Document
That ‑‑ That Will Automatically Complete That Procurement Action And I
Will Go to My Desktop to Show You How to Do That. Moving over to the
Left, I\'m Going to Go All the Way down to Workload, Click on Workload
and Go over Here and Say No to My Changes, I Click on Workload. We
Finally Arrived at Workload. At the Topple See There Are Four Tabs, the
Same Four Tabs, and The One We\'re Interested in Is End Dates. So I\'m
Going to Click on End Dates. Here Again the Award Types That I Have Not
Yet Chosen, Because They Previously Were Not in the System, Are Going to
Be Shown on The Left‑hand Side after Conversion. I\'m Going to Go Ahead
and Do My Shift‑click and Bring These to The Right‑hand Side. I\'m Going
to Go to the Right and Scroll down to These. As You Can See, When
They\'re Brought over to the Right, the End Date Trigger, or What Action
Is it That\'s Going to Cause the System to Automatically End That
Workload Assignment Defaults as Release Dates. So If That\'s the Date
That You Want to Use the Release of the Award, You Would Need to ‑‑
Wouldn\'t Need to Change Anything. However, If Your Agency Uses the
Award Effective Date as the Automatic End Date Trigger ‑‑ or The
Obligation Date the Date That It\'s Actually Financially Obligated to
Fss as the Date, You Would Need to Change That. I\'m Going to Go Ahead
and Click Ok. And the Options Have Been Saved. So Those Are the Steps
That We\'ll Need to Do in System Administration to Set up the System and
Get Ready for IDEAS‑PD 4.1.

H. Mentore‑Smith: and Also Get Us Ready to Talk a Little Bit More about
the 1442 and 49 Later. Thanks, Annmarie. That Was a Good Demo. Ok. Time
for Our next Thinkpoint to Ponder, Which Is ‑‑ If the Functional System
Administrator Creates an Approval Authority for One or Both of the New
Forms, What Other System Administration Task Must Also Be Modified?

H. Mentore‑Smith: Ok, Annmarie?

A. Harold: Ok. The Answer to That Question Is The Approval Authority ‑‑
I\'m Sorry, the User Task Will Also Need to Be Edited If the Approval
Authority Was Added. So, as You Saw, I Added an Approval Authority, and
I Called It 1442. So I\'m Going to Go Back to My Desktop and Show That
in the User Task I\'m Going to Have to Give the Users the Right to Use
That Authority. So I\'m Going to Go down to User, Click on User ‑‑
Again, I\'m Going to Go to My Name, Go to The Right and UPDate. I\'m
Going to Go to the Top, and We See That One of the Things in The User
Profile Is Approvals. So I\'m Going to Click on Approvals, and Here Are
My New Authority Codes. I Have Two That I Right Now Do Not Have Rights
to as the User. So I\'m Going to Click on 1442, Click the Right Arrow,
and Bring It Over. Now, the ‑‑ If an Approval Type Has an Authority Code
1442, I\'m Going to Be Able to Create That As My User.

H. Mentore‑Smith: Very Good. Everybody Get the Answer to That Question?
Included Inversion 4.1 Are the Long‑awaited and Much Anticipated New
Forms. First We Will Present the Sf 1449 Solicitation Contract and Order
for Commercial Items. Annmarie Will Create a 1449 Solicitation Labeling
it as an Rfq. While in the Rfq Form, We Will Get Our First Glance at the
New Clause Model. After the Rfq Is Complete and Issued, She Will Create
a 1449 Simplified Purchase. Next, She Will Create an FPDs 281 So We Can
See the Changes to The 281 Data Entry Form. Annmarie, You Got All That?

A. Harold: I Think I Got It. I\'m Going to Go Back to My Desktop and Try
One of Those New New Forms. The First One Is Going to Be the Sf 1449. I
Am Going to Go Ahead and Open This Folder I\'ve Already Created Which
Has a Purchase Request Inside. The Purchase Requested Has Been Approved
and Released, and I Believe it Has Two Line Items, And It\'s
Contract‑level Funded. I\'m Going to Go Ahead and Highlight That
Purchase Request. This Is One Way to Create a 1449 Solicitation Directly
from a Purchase Request. Of Course, it Can Also Be Created Stand Jaw
Loan or as a Copy. ‑‑ Stand‑alone or as a Copy. I Am Going to Go out to
the Procurement Menu, Click Preaward Award, Solicitation, and Go down To
Solicitation. Many of You Probably Noticed That Hope Said I\'m Actually
Created an Rfq this Morning Which Is True. But You Need to Remember That
The New Forms, the 1449 and 1442, Can Be Used as Solicitation and in
this Case Simplified Purchase or Contract. So They\'re Actually Located
in The Solicitation Menu Option. So If You Have Users That May Only Have
Menu Access to Rfqs Because They\'re Simplified Purchasers but You Want
Them to Have Access to the 1449 Rfq, Then They Will Need to Be Given
This Menu Option for Solicitation, Because That\'s Where the
Solicitation Resides. So I\'m Going to Go Back to My Desktop and into
Solicitation, Click on That and I Will Get My Create New Screen. One
Thing You Will Notice on the Create New Screen Is a New DroPDown List
Box and this Is Necessary Because in the past The Only Solicitation You
Could Create Was an Sf 33. Now We Have Two New Choices, and The One I\'m
Going to Choose Is The 1449 Commercial Item. I\'m Going to Go Ahead and
Say Ok. This Will Bring up My New Form, And You May Notice That the Blue
Bar down at the Bought Some a Status Bar, and That Indicates That It\'s
Taking a Little Bit Longer to Open this Form, and The Reason for That Is
Because Each Tab Is Built as its Own Object in the System and That\'s
Going to Help You Navigate in Between Tabs a Little Bit Quicker on These
Forms. Another New Feature, and I\'m Going to Show You as I Move to The
Right and Close the Form ‑‑ Do You Want to Save this Form Before Exiting
‑‑ I\'m Going to Say Yes, and Here Is My Validation. These Are All the
Required Fields on the 1449 Solicitation. And Notice That They\'re
Listed Now in this Box. In the Past, the Other Forms You\'re Used to
Working with Give You These Messages but in Series. And You Have to Keep
Clicking Ok Until You Finally Get to Save. Here It\'s Just One Click.

H. Mentore‑Smith: I like That.

A. Harold: You Might Notice Also about this Box Is That There Are
Several Options That You Can Choose Here. You Can Go Ahead and Choose ‑‑
On the Desktop You Can Choose Either Yes, No or Can Sell. And You\'re
Going to Get Different Results Depending on What You Choose. If You
Cancel, it Will Cancel Your Action and Take You Back to The Desktop. If
You Choose Yes, I Do Wish to Save Without Completing, it Will Take You
to the Desktop, Save Your Document, but the Required Fields Aren\'t
Complete So You Won\'t Be Able to Move on with Your Approvals or
Release. But If You Click No Here, You\'re Really Canceling the Whole
Form. So It\'s Just Going to Wipe Away Anything You\'ve Done. So Just Be
Aware of That. I\'m Going to Go Ahead and Say Yes Because I Do Want to
Save This Form. So Now That I Have it Saved, I\'m Going to Go Ahead and
Double Click on That to Reopen It. Again, Can You See the Blue Status
Bar. Now We\'re on the First Page of My 1449 Solicitation Form. I\'m
Going to Go Ahead and Go Through the Fields, and So Moving up to the
Right You Can See Number One, My Requisition Number Has Come Through
Because I Did Create this from a Requisition. Right next Door You Will
See Page 1 of and Now There Is a Text Field There. If I Know That along
with My Solicitation and the Clauses for The Solicitation I\'m Going to
Have an Attach Ment and It\'s Going to Make this Document 568 Pages,
I\'m Going to Go Ahead and Type 568 into That Field. Now, IDEAS‑PD Will
Paginate 1 Through 568, 2 Through 568. If I Leave it Blank, Which Is
What I\'m Going to Do, IDEAS‑PD Will Passage Mate in the Same Manner
Indict in Previous Releases. I\'m Going to Go You a down to The Contract
Number Field 2 and Field 4, the Order Number of Course Blank Because
this Is Not A Contract or Order. It\'s a Solicitation. The Effective
Date Came in as Today\'s Date, as Well as the Solicitation Date, And, of
Course, as in Any IDEAS‑PD Form, Those Are Editable Field Even Though
They Default. In Number 7 Is a Required Field And it Says for
Solicitation Information Call. I\'m Going to Click over Is on The Add
Button. This Takes Me to My PD Database. My Demonstration Database. I\'m
Going to Go Ahead and Select And If I Go Back down over to The Right I
Will Choose the Offer Date. Now, You Can Seep the Offer Date Came in as
All 0s. That Does Not Default in as Any Date. This Is a Required Field
on the Solicitation. So I\'m Going to Go Ahead and Fill That In. Over to
the Left for Field 9, Issued by Came in from My Purchase Request or from
My Preferences. Number 10 Is a Required Field And it Says this
Acquisition Is Either Set Aside or Unrestricted. If it Is a Set Aside
and You Choose the Set Aside Checkbox, It\'s Required That You Say What
It\'s Set Aside For. So I\'m Going to Go Ahead and Click Small Business.
There\'s Also an Option to Enter A Sic Here and a Standard Size But
Those Are Not Required. If We Look at the Bottom of the Form, Field 11,
12, and 13 Will Be Filled out Based on Your Procurement and That Field
14 Is Where I\'m Going to Actually Choose Rfq. So Even Though I Came in
as a Solicitation, I\'m Going to Go Ahead and Choose an Rfq. Now You See
That My Other Choices Have Been Disabled. My Other Choices Are Ifb or
Rfp. Because I\'m Choosing Rfq, the System Will Allow Me to Go Ahead And
Create a Simplified Purchase From this Document. Ok. So That\'s the
First Page of the Sf 1449. Now I\'m Going to Go and Chose The Second
Page. That Is on My Desktop. I\'m Going to Go up to the Top, Item 14
Through 18. ‑‑ 15 Through 18. Can You See this Page Actually Shows the
Addresses That Are Important. So My Deliver to Address, Number 15, Came
in from My Line Item, And Remember That I Inherited That Line Item from
My Purchase Request. Number 16, Administered By, I\'m Going to Go Ahead
and Select, Go Down to Add, and up to Select. 17a and 18a and 17b and
18b at The Bottom of the Screen Are Really More Important on the
Contract, So I Will Fill Those Out When I Get to My Simplified Purchase
in this Case. So I Will Go to the Items Tab, Lines 19 Through 24. Here
on the Lines Tab You Can See That this Is Exactly like The Lines Tab in
Every Other PD Document.

H. Mentore‑Smith: Yea!

A. Harold: We Won\'t Need to Spend Time Here. You See the Lines I
Inherited From My Purchase Request Are Here That Will next I Will Go to
Items 25 Through 31. Can You See Here That My ‑‑ in Field 25, My
Accounting and Appropriation Data Came Through, As Well as My Total
Award Amount Which Was the \$2400. 27a, and it Came in and Defaulted to
Checked. Of Course, Thanks Solicitation. So ‑‑ the Solicitation Is
Checked. The Only Option Is over to the Right Where it Says Addenda R. I
Could Go and Choose Are Not Attached. If You Look at the Complete Form,
You See That 27b, 28, 29, 30 Pretty Much the Rest of the Page Is
Inactive on the Solicitation and That\'s Because These Fields Are Really
for the Order or the Contract.

H. Mentore‑Smith: So Systems Is Pretty Intuitive about Enabling the
Things You Need for This Rfq and Disabling the Stuff You\'re Not Going
to Need?

A. Harold: Right. Since It\'s the Same Form, These Fields Are Just
Disabled for the Solicitation.

H. Mentore‑Smith: Ok.

A. Harold: Nye next Tab Is The Clauses Tab.

H. Mentore‑Smith: Here We Go. The New Clause Tab, the Clause Model. The
Clause Functionality Has Been Redesigned to Increase Flexibility in
Creating Procurement Documents. This New Functionality Is Included in
Every Form That Has Clauses. We Will Demonstrate it from Within the Sf
1449 Solicitation. The Three New Features Are Add Heading, Order By, and
Import. These Items Are Listed on Page 9 Of Your Course Handout. Take it
Away, Annmarie.

A. Harold: Ok. Here We Go with the New Clause Model. And Remember I\'m
Back in My Solicitation from My 1449. So If We Go There, I Will Show You
the New Enhancement to the Clause Model. As Hope Mentioned, We Have Some
New Features, and as You Look at This Page, You May See Some New Buttons
That Correlate with What Hope Has Told You. I\'m Going to Go over to the
Left And Bring Your Attention to the Add Section Button. The Add Section
Button Allows You to Within a Section Really Enter a Heading or a
Subsection. The Button Underneath That, Order By, Will Allow to You
Order Those Clauses Within Your Sections. And Lastly over to the Right,
Is The Import Button. The Import Button Will Allow to You Take a
Document, a Word Processing Document That\'s Located Either on ‑‑ You
Know, As a File on Your Hard Drive or On a Disk, and Import That
Directly into the Clause Matrix. The First Thing That I\'m Going To Do
Is Add Some Clauses. You Remember That I Am in a Demonstrate Database,
So These Are Not the Official Clauses. In Fact, I Purely Made Them Up.
So I Named My First Six Commercial Items. I\'m Going to Go Ahead and
Choose The Commercial Items Because I Think That Would Be Appropriate On
a 1449. You Can See That These Items Are ‑‑ Have No Section Indicated.
So These Are Items That Have Not Been Assigned a Section in the Far
Matrix. So I\'ve Now Entered My Six Clauses That Are Commercial Item
Clauses and I\'m Ready to Go Ahead and Demonstrate the New
Functionality. So If I Go Back to My Clause Model, I\'m Going ‑‑ All of
These Clauses Were Defined as Full Text. So I\'m Going to Go Ahead and
Change a Couple of Them to by Reference. So Now I Have Full Text and by
Reference. One Thing That\'s Important Is That When I Go to Add a
Section, My New Functionality, You\'ll Notice Here it Says, Please
Select a Clause. And the Reason for That Is That You Really Need to Tell
the System into Which Section Would You like the Section Added. So I Can
Click Any of These Clauses and Now it Knows It\'s Going to Bring it in
and Put it With the Clauses That Have No Section Indicated. So I\'m
Going to Click One of My Commercial Item Clauses, Going To Move My
Cursor Back up to Add Section, Click on Add Section. Now We See the Add
Section Heading Box. Here Is Where You Enter Your Heading. For
Simplicity I Will Call this Heading, If I Can Spell It, One. Then I\'m
Going to Go and Move My Cursor to Ok. And the System Has Added Heading
One into My Clause Matrix. Although, I Doubt You Can See It. Because I
Need to Scroll down to The Bottom of My Section. That\'s Where It\'s
Always Going To Put Your Section. So When You Add a Clause, You Can
Dictate Where That Is Going To End Up, Either at the Beginning of the
Section, Between ‑‑ by Reference in Full Text or at the End of the
Section. But When You Add a Section or a Section Heading, It\'s Always
Going to Go to the Bottom of That Section. That\'s Where it Will Always
Be. I\'m Going to Go Ahead and Add Another Section. So I\'m Going to
Click Add Section and this Time I\'m Going To Creatively Call it Heading
Two. In this Case, since I Am Owe on The Solicitation, You May Have
Noticed for Solicitation Only. I\'m Going to Indicate That. So Now
Heading Two Is Only for The Solicitation. I\'m Going to Go Ahead and
Click Ok. I\'m Going to Go down to the Right and Scroll Down.

H. Mentore‑Smith: Annmarie, Are You Going to Explain What That Means a
Little Later?

A. Harold: for the Solicitation Only? In Fact, I\'ll Go Ahead and
Explain it Now. It Means That When You Indicate A Clause for ‑‑ a
Heading as Solicitation Only, it Means These Clauses in this Section
Will Only Object Your Solicitation. So If I Use this Form to Go Ahead
and Create a Simplified Purchase or a Contract Later, These Clauses Will
Drop Off. They\'ll Only Show on My Solicitation.

H. Mentore‑Smith: Good Deal.

A. Harold: Ok. So Back into the Clause Matrix, I See I Have Heading One
and Heading Two Now. Heading Two Is Indicated in Red For Solicitation
Only. We Know What That Means Now. You May Be Thinking, Well, That\'s
Not Where I Want My Heading One and Heading Two. That Doesn\'t Make a
Lot of Sense. So the next Thing You Need to Do Is Use the Second
Enhancement Which Is Order By. I Am Going to Show You How to Do That
Now. If I Click ‑‑ First I Need To, Of Course, Tell the System Which
Section I Want to Order. Because You Cannot Order All Your Clauses. You
Can Order Only the Ones Within That Section. So Order by Works by
Section. So I\'m Going to Go Ahead and Highlight a Clause in My
Nonsection. I\'m Going to Go up to Order By. Click Order By. And You Can
See That It\'s Brought in All of the Clauses in My Section. Ok. They\'re
All Listed on the Left In the Same Order That We Left Them in the Clause
Matrix. So I\'m Going to Go Ahead and Choose Heading One, Go up to the
Right Arrow, Move Heading One Over. Now That\'s Going to Be the First
Thing in My Clause Matrix. I\'m Going to Go Ahead and Choose Another
Commercial Item Clause, Click the Right Button, Put it Under Heading
One, and So on ‑‑ Oops ‑‑ You Will Notice That These Clauses Came in and
I\'m Able to Order Them as I Please And this May Seem a Little Different
than 4.0 Because in The past If You Will Remember, In 4.0, the by
Reference Clauses Were Always First and Then the Full Text Clauses.
Well, in Your Nonsection or Commercial Item Area, You Have The Ability
to Order These as You Please, and There\'s No Requirement Full Text or
by Reference. So All of Those Clauses Come In, And They Order ‑‑ and You
Can Order Them in Any Way You Like, As I\'m Doing Here. You\'ll See
Later When I Do the 1442 That It\'s Going to Be a Little Different When
We Get to The Ucf Clauses. So We Will Be Talking about That When We Get
to the 1442. But for the 1449 and for Really The Commercial Item or
Nonsection Clauses, Can You Order All of the Clauses Nonsection ‑‑ I
Mean, by Full Text and by Reference. So I\'m Going to Go Back to My
Order Clause. I\'m Going to Go down to the Bottom and Click Ok. And You
Will I See That It\'s Been Brought into My Clause Matrix as I Ordered
It. If I Scroll Down, Can You See Heading 1 and Heading 2. And Here You
Can See That ‑‑ Well, My by Reference Clauses Ended up at the Top,
Anyway, but They Could Have Been Anywhere. Ok. The next Item That Hope
Talked About Was Import. So I\'m Going to Go Ahead and Import a Clause.
I\'m Going to Highlight the Section Again, Tell it Which Section to
Bring it Into, Go Over to the Right, and Click Import. You Can See That
this Opens up The ‑‑ Your Regular Windows Browser, and from Here You Can
Search ‑‑ in this Case I\'m Going To Go You a Ahead and Go up to The Top
and Search My Hard Drive. I\'m Going to Look into My Documents, and Here
in My Documents, I Have Something ‑‑ This Is a Microsoft Word Document,
and It\'s Called Script. I\'m Going to Go Ahead and Highlight Script and
Then Click Open. The System Is Now Importing this Document Directly into
My Clause Matrix. Again, It\'s at the Very Bottom. So That\'s Where
It\'s Going to Come In. So I Need to Scroll down to See That. It\'s
Still Working. I\'m Importing It.

H. Mentore‑Smith: Don\'t Worry If You\'re a Wordperfect User. It Does
Work for Those, Too.

A. Harold: but It\'s a Little Bit Different in Wordperfect, What the
System Does in Microsoft Is it Converts Your File to an Rtf, or Rich
Text File. So When It\'s Brought into the Matrix, All of Those Clauses
Are Rich Text Files, and That\'s Really How IDEAS‑PD Database Stores
That Information. If You\'re a Wordperfect User, However, You Will Need
to Go Ahead and Do That Conversion Before Importing. So You\'ll Go Ahead
and Save Your File, Instead of as a WPD Extension, it Will Be an Rtf
Extension. So You Go Ahead and Save it as An Rtf Before Importing It.

H. Mentore‑Smith: and That File Type Is Available in the Word Processing
Application Itself. We Had a Fax from Kathleen Burke. I Wish I Knew
Where She Was From. The Question Was, on the 1449, Why Is the Award
Total Showing Up, Because It\'s an Rfq, Why Is Anything Showing Up?

A. Harold: Why Does That Award Total Show Up? It Shows up Because My
Line Items Will Be Populated and it Shows up from That Total Amount Of
My Award, and I Think the Question Comes From, We Don\'t Want That
Information Going out With the Rfq.

H. Mentore‑Smith: Exactly.

A. Harold: it Will Not Print On Your Document.

H. Mentore‑Smith: So It\'s Informational Only. I Hope That Answered Your
Question, Kathleen.

A. Harold: I Had to Actually Go Back into IDEAS‑PD. So I\'m Going to Go
‑‑ I\'m Going To Do That Now.

H. Mentore‑Smith: So Now We\'re Actually Demonstrating on Air Technical
Glitches. We Have a Phone Call That Just Came In. We\'re Loving This.
Ok. This Is Ninette, National Business Center.

Caller: It\'s Nana Shakur.

H. Mentore‑Smith: You Have a Question on Order of Heading and Clauses.

Caller: Right, I Was Wondering Whether or Not the Heading Title Would
Remain at The Bottom of Your Printed Page If You Don\'t Go into the
Order By Function.

A. Harold: Yes, it Will. It\'s Going to Go Ahead and Stay Exactly Where
it Puts it When it Incorporates it into That Clause Matrix If You Don\'t
Use the Order by and Change the Order of It. So, Really, You Need to Use
the Two Enhancements in Conjunction Because it Probably Wouldn\'t Make a
Lot of Sense to Add a Heading and Then Not Have Any Clauses under the
Heading.

Caller: So You Definitely Have to Go into That Order by Function?

A. Harold: Yeah, You Will Need to Do the Order by Function So You Can
Define Which Clauses You Would like Underneath That Particular Heading.

Caller: Ok. Thank You So Much.

A. Harold: You\'re Welcome. Thanks for Calling.

H. Mentore‑Smith: Bye‑bye.

A. Harold: Are We Ready to Continue?

H. Mentore‑Smith: We\'re Ready To Continue.

A. Harold: Unfortunately, When it Did That Import into the Clause
Matrix, it Froze My System, and since I Hadn\'t Saved It, since I Did
the Clauses, I Lost My Clauses as Well. So That\'s a Bummer That I\'m
Sure Many of You Have Experienced. You\'re Probably Enjoying Seeing ‑‑

H. Mentore‑Smith: That\'s Right. Happens Us To, Too.

A. Harold: What I\'m Going to Do since We Have the 1442 and We Will Talk
Further about Clauses There, I Am Going to Go Ahead And Show That Import
When We Get To the 1442 and So I Will Move On Now.

H. Mentore‑Smith: Great.

A. Harold: If We Have Further Questions, Make Sure You Get Those in When
I Get to the 1442, I Can Give a Better Explanation Of the Clauses, but
We Saw How You Can Go Ahead and Add the Subsections and Then Order Those
Clauses. So When We Get to the 1442, We\'ll Duty Same Thing. We\'ll Add
‑‑ We\'ll Do the Same Thing, Add Some Section, Order The Clauses, Import
One, Generate it and Show How That Looks. So Back to the 1449, I Created
The 1449 Solicitation ‑‑ I Believe That That\'s Where We Were. So I
Happen to Have Another Folder Called Sf 1449 and I Have A 1449
Solicitation That Has Already Been Issued. I\'m Going to Go Ahead and
Open That. And the Only Tab That We Had Not Talked about Yet Was the
Additional Data Tab, So I\'m Going to Go There, and this Additional Data
Tab Is Exactly Like the Sf 33 Solicitation Additional Data Tab. So it
Has the Same Information. So That\'s the 1449 Solicitation. I\'m Going
to Go Ahead and Close That. I\'m Going to Open ‑‑ I\'m Going To Do ‑‑
Sorry ‑‑ I\'m Going to Go Ahead ‑‑ I Have Already Issued My
Solicitation. That\'s What Messed Me Up. So this One Is Already Issued.
So the next Step Would Be to Issue This, but It\'s Already Issued. So
Our next Step Would Be to Go Ahead and Create the Awards. I\'m Going to
Go Ahead and Highlight My 1449 Solicitation, Go to Procurement, and I\'m
Going To Follow the Menu Path, Preaward, Award, Simplified Purchase.

H. Mentore‑Smith: Now, Annmarie, Can I Create a 347 Purchase Order from
That?

A. Harold: Let Me Go Ahead And Demonstrate That. Let\'s See What Would
Happen If I Tried to Use an Sf 1449 Rfq and Oz Know, like the
Solicitation, We Have a New DroPDown List Box. There\'s Several
Different Choices. We Can Create the of 347 ‑‑ Hope\'s Question Is What
If I Wanted to Create an of 347 Now From My 1449 Purchase Rfq? So Here I
Chose the of 347, Clicked Ok ‑‑

H. Mentore‑Smith: Ehhh ‑‑ Can\'t Do That, Huh?

A. Harold: No, this Document May Not Be Attached to the Selected. So
I\'m Going to Go Ahead and Highlight the Solicitation Again, Go up to
Procurement, Preaward Award Shall Award, Simplified Purchase. Now, You
May Be Wondering, What If I Wanted to Go Ahead from This Rfq and Create
a Contract? So I\'m Going to Go Ahead and Choose Contract Was We Know
Can You Create an Sf 1449 Contract. Here If I Choose Commercial Items
for Contract, it Seems Like It\'s Going to Allow Me to Do That, but it
Doesn\'t. It Says the Source of the Sf‑1449 Solicitation Does Not Have
Ifb or Rfp as a Solicitation Method. So That\'s a Requirement If You
Want to Create a 1449 Contract From a 1449 Solicitation.

H. Mentore‑Smith: That Makes Sense. So You Can Only Create a 1449 From a
1449, Number One. And If You Chose Rfq, it Knows It Has to Be a
Simplified Purchase 1449, So I Couldn\'t Duty Contract.

A. Harold: That\'s Right.

H. Mentore‑Smith: I\'m Going To Be a Document Expert.

A. Harold: this Time\'\' Going To Go Ahead and Choose the 1449
Solicitation and this Time I\'m Going to Go to Procurement,
Preaward/award, Award, and Simplified Purchase. And in the Simplified
Purchase Type DroPDown List Box, I Will Go Ahead and Choose the Sf‑1449
Because I Know That\'s the Only Thing the System Will Allow and What
Happens We Want to Create, And Click the Ok Button. And Again It\'s
Using That Status Bar and It\'s Opening the Form And the Form Is Exactly
like We Saw Before, Because it Is, in Fact, the Same Form. You Can See
That the Information From the Solicitation Has Now Come Forward. Some of
it Is Still Editable and Some of it Is Not. So, for Example, the
Solicitation Issue Date, Which Was Editable on the Solicitation Is No
Longer Editable Because The Solicitation Is Already Complete and Issued.
Also the Order Number Came Through, Number 4, the Order Number, and
Number 7, the Information That I Added from Before Came Forward, but
It\'s Not Editable Any Longer. For Number 10, this Acquisition Is, I
Chosen Restricted, and That Came Through, but I Could Go Ahead and
Change That. Ok. On the First Page Is Pretty Basic, and since We Already
Covered It, I\'m Going to Go Ahead to the Second Tab up Here To the Top.
Items 15 Through 18. And Here, of Course, My Information for My
Addresses That I Already Entered Came Through. I\'m Going to Go down to
Number 17, and on this Form It\'s Going To Be Important, of Course, to
Enter a Contractor/offeror. So I\'m Going to Go Ahead and Click Add, and
I\'m Going to Choose the Vendor from the PD Database That by like to
Award. I\'m Going to Go for Angela\'s Beadworks. I\'m Going to Go Ahead
and Select Angela. Then I Will Go over and Indicate An 18a, That the
Payment Will Be Made by Ellis Office‑south. I\'m Going to Go Ahead and
Select Ellis Office‑south and I Would Check 17b or 18b If They Applied.
Again, up to the Top for the Line Items Tab. The Lines Have Come
Through, and If You\'re Wondering What Happened to My Line 2 That You
May Have Seen Before, Remember That this Is Actually a Different ‑‑ I
Created this from A Different Solicitation since We Had the Technical
Error with The First Solicitation and I Lost It. So on My Purchase
Request That I Created this Solicitation From, There Was Only One Line
Item, So That\'s Why There\'s Only One Line Here, for Those of You Who
Got a Little Nervous Thinking We Lost The Line Item. Ok? If We Go Back
to the Form on 25 Through 31, Again the Same Information, and in this
Case, You Can Go Ahead and Use 28 and 29. So I\'m Going to Go Ahead and
Fill in 28 with the Appropriate Information and Number 29.

H. Mentore‑Smith: 12 Copies. My Goodness!

A. Harold: Ok. So That\'s Basic Informational Need to Fill out about
Your Particular Award on this Tab. And next Is the Clauses Tab, Which We
‑‑ in this Case, It\'s Blank.

H. Mentore‑Smith: but If We Had Our Clauses There, the Heading Two with
the Solicitation Only Clauses Would Have Been Dropped from This,
Correct?

A. Harold: Exactly. I\'m Going to Demonstrate When That We Get to the
1442. And Then, of Course, the Additional Data Tab Is Going to Be the
Same as it Is in All Simplified Purchases. I\'m Going to Go Ahead and
Save That Simplified Purchase And, Yes, I Would like to Save It. Oh,
Here We See Our New Validation Screen. In this Case I Neglected to Fill
In Item 10, Which Is the Size of The Business. So I\'m ‑‑ I\'m Not Going
to Say No Because Then I\'ll Lose My Entire Thing. I\'m Going to Say
Cancel Because I\'m Ready to Fill in Item 10. I\'m Going to Go up to the
Tab, Items 1 Through 14, and Back Down to Acquisition. Remember, I
Changed this from Unrestricted to Set Aside, but I Did Not Say What Is
it Set Aside For. So I\'m Going to Go Ahead and Choose 8(a). Now I
Believe When I Go Back up To Close the Form and Back down To Answer Yes
it Will Allow Me To Close That Form.

H. Mentore‑Smith: Good Job.

A. Harold: Thank You!

H. Mentore‑Smith: It\'s about That Time Again, Think Point Time, That
Is. So Let\'s Think about This. In Order to Create an Sf 1449 Contract
from an Sf 1449 Solicitation, it Is Important to Choose \"Blank\" as a
Method of Solicitation. You Fill in the Blank for Us.

H. Mentore‑Smith: Annmarie, Isn\'t There More than One Way to Answer
That Question?

A. Harold: There Are Two Correct Ways to Fill in That Blank. In Order to
Create an Sf 1449 Contract, the Sf 1449 Solicitation Can Be Either an
Invitation Forbid or a Request For Proposal. If the Request for
Quotation Was Chosen on the 1449 Form, Then The Only Award That Can Be
Created from it Is a Simplified Purchase and That\'s What We Did.

H. Mentore‑Smith: I Knew That. Ok. So We Can\'t Forget about That, Sf
281, Annmarie Will Now Enter FPDs Data. This Redesign Is in Response to
New FPDs Reporting Requirements. As Always Can You Follow along On Page
11 of Your Course Handout. So Annmarie Back to You.

A. Harold: I\'m Going to Go Ahead and Create the Sf ‑‑ FPDs Data Entry
281, and I\'m Happy Hope Didn\'t Ask Me to Do a 279. So Here We Are with
My Simplified Purchase and I\'m Going to Go Ahead on onto My Desktop and
Highlight My Simplified Purchase, Which I\'ve Already Released and
Throughout This Demonstration, I\'m Going to Be Releasing, and Although
I Know in the Normal Work Flow I Would Be Approving All Awards And Then
Releasing, for the Sake Of the Demonstration I Will Only Release. So
Here I Am with My 1449 Simplified Purchase. Going to Go up to the
Procurement Menu, and All Way Down to FPDs and Choose the 281. Click Ok
on the Create New Screen. And Here Is the New FPDs 281. You\'ll See That
it Looks Very Similar with Only One Change, And That Is There Used to Be
Five DroPDown List Boxes from Which to Choose a Response. Now There Are
Three. The Last Two Have Been Combined Into Socioeconomic Statistics. So
after Filling out Your Procurement Method, Competition And Business
Type, Would You Come Directly down to the Socioeconomic Statistics, and
You Would Choose on the Left Side, Click the Right Arrow So We Go onto
the Right Side. So on the Right Side Are All the Socioeconomic
Statistics That Apply to Your Procurement.

H. Mentore‑Smith: You like That Word, Don\'t You, Statistics?

A. Harold: I Love That Word. Especially I like Socioeconomic Statistics.
It\'s Only a Small Change, but it Was in Response to Some FPDs Change in
Reporting Requirements And Validations Have Also Been Added to Go along
with That Form.

H. Mentore‑Smith: That Looks Pretty Simple. Well, Now Let\'s Take a Look
at The Sf 1442 and the New Html Reference Library. As You Know the Sf
1442 Is Both A Solicitation and a Contract Used for Construction,
Alteration and Repair. I Know Many of You Have Waited a Long Time for
this New Form. So Without Further Adieu, I\'ll Turn it over to Annmarie.

A. Harold: Thank You, Hope. I\'m Going to Go Back to the Desktop and
into the Sf 1442, And the First Thing I\'m Going to Do Is Create a
Solicitation. So I\'m Going to Refer to My Demo Folder and it Is Named
Sf 1442. I\'m Going to Go Ahead and Open That Folder and Here I Have a
Purchase Request, and You Can Create an Sf 1442 Solicitation Directly
from a Purchase Request. The Only Difference Is, as You\'ll See, When I
Open the Form And You May Already Be Familiar With the Form, There Are
No Line Items. So It\'s Important That for Your Purchase Request, If
It\'s Funded, That It\'s Not Funded With Line Item Funding, That It\'s
Really a Contract‑level Funded Purchase Request. That\'s the Only Way ‑‑
That\'s a Requirement in the System, That It\'s Contract‑level Funded
Purchase Request to Create S F‑14 42 Solicitation. That\'s What Mine Is,
So I\'m Going to Go Ahead and Highlight That. Now That That\'s
Highlighted, I\'m Going to Go Ahead to the Procurement Menu, Choose
Preaward/award, Solicitation and Again down to Solicitation. For
Solicitation Type, this Time I Will Choose the Construction Sf 1442. And
Then Go Ahead and Click Ok. Here Comes My Form, Again with The Blue
Status Bar. And, Again, I\'m Going to Go Ahead and Save My Solicitation
Since I\'ve Learned My less Un. Go to Yes. ‑‑ and Here\'s the Validation
Screen. Again, It\'s Listed All on One Screen. I\'m Going to Go Ahead
and Click Yes and Save My Solicitation. I\'m Going to Go Back up and
Reopen It.

H. Mentore‑Smith: I Remember Telling Users All the Time, Save, Save,
Save and Save Again.

A. Harold: That\'s Right. Should Have Told Me Before I Tried Time Port
That Clause. Ok. So Back to the Form, We Have the First Page Is Items 1
Through 11, and on this Form Again the ‑‑ on the Right Side You Can
Enter Your Number of Pages, If Appropriate. You Can See down Here on
Requisition Purchase Requests The Number Has Come Through for My
Purchase Request and the Project Number on Number 6 I Can Go Ahead and
Fill Out. While We\'re Here, I\'m Going to Go down to the Address Offer,
And this One Does Not Default Forward from Your Preferences, And it Is
Required. So I\'m Going to Go up to Select And Select That Address Offer
To. On the Left Side Is Where I Will Choose in Number 2 the Type of
Solicitation, and this One Is Going to Be a Sealed Bid. Of Course,
Number 4, My Contract Number, Has Not Been Filled in Yet. Number 7,
American Management Systems ‑‑ Oh, That\'s the Organization I Put In.
It\'s Issued by Us. For Information Call. Now, this Is a Required Field,
And It\'s Required on Both the Award and the Solicitation. So I\'m Going
to Go over to the Right to the Add Button So That I Can Add My Contact.
And Go up and Select. So for Information Call Me. Number 10 Is Also a
Required Field on the Solicitation, and What this Is Is ‑‑ it Says the
Government Requires Performance Of Work Described in These Documents. So
When You Click Add on this Screen, it Brings up a Free‑form Text Field
Which Is a Thousand Characters. So Here You Can Enter Your Table Of
Contents of Documents That Will Need to Be Referenced, like Drawings or
Things like This, or You Could Simply List the Reference, but this Is
Not Really the Space Where You Would Put Those Documents, More in
Reference to the Documents. I\'m Going to Go Ahead and Click Ok. And Go
Back to the Form for Number 11, Which Is Also Required. This Really Just
Tells the Contractor the Time Requirements, How Many Calendar Days Do
They Have to Complete The Job and over Here They must Complete it Within
How Many Calendar Days of Receiving the Award or the Notice to Proceed,
And Is the Performance Period Mandatory or Negotiable? This Field Here
Is 60 Characters And It\'s Also Mandatory. So to What ‑‑ What Would You
Like to Refer Them? In this Case I Will Refer Them To Hope. So That\'s
the First Page. And Really, Most of These Fields On the First Tab Are
Required For the Solicitation. Ok. So I\'m Going to Go Ahead to the
Second Tab. Items 12 Through 16. Now, 12a Asks If the Contractor Should
Furnish Any Required Period of Performance or Payment Bonds, and If I Do
Say Yes to 12a, Then, of Course, 12b, Which Says Calendar Days, I Need
to Tell the Contractor How Many. 13a, B, C, and D Are Optional Fields
Are Filled out Based on Your Additional Solicitation Requirements. I\'m
Not Going to Go Ahead and Read Through Those. 14 and 16 Are More
Appropriate For the Contract. So I\'ll Fill Those out When We Get to the
Contract. So That\'s Item 12 Through 16. We Have a Couple Tabs Left, So
Let\'s Go Back to the Form and See What\'s Underneath These Tabs.
Underneath Door Number 17‑27, Yes. Ok. So 17 Goes on to Talk More about
Work Performance and How Many Calendar Days Are Needed. Again, Fields
18, 19, 20a, B and C Are Grayed out Because They Are More Appropriate
for Contract. In Fact, Most of the Things on This Tab Will Really Be for
the Contract. The Items Accepted Will Be ‑‑ Is It a Free Form Text Field
Here Would You Fill In, Which Items Are Accepted for the Contract, The
Amount You Would Fill in on The Contract, Accounting and Appropriation
Data Has Come Forward, as Well as the Obligated Amount, and That\'s the
Total Amount of Funding That\'s On this Solicitation. Because My
Purchase Request Was Funded, it Came Through to My Solicitation,s the
Funding Detail Here Is Here. But Again like Our Caller Request
Questioned on this 1442 Solicitation, this Information Is Here for the
User and Displayed, but When We Do a Print Preview, I Can Show You That
it Does Not Show on the Printed Form.

H. Mentore‑Smith: All Right.

A. Harold: Also the Accounting Information I Will Leaf for When We
Complete the 1442 Contract. Moving to Items 28‑31, These Fields Are Also
More Appropriate For the Contract. Sit a Negotiated Agreement or an
Award ‑‑ Is it a Negotiated Agreement or an Award? And, Again, the
Clauses. I\'m Going to Go Ahead and Fill These Out. As I Did Before,
I\'m Going to Go And Add Clause. And I\'m Going to Add Section I This
Time. So I\'m Going to Pick All of My Phantom Section I Clauses That
I\'ve Arranged to Show Today and Click Add.

H. Mentore‑Smith:le It\'s Odd They All Use the Ucf Section.

A. Harold: I\'m Very Creative. So I Chose My Ucf Section Clauses, and
the Reason I Did That, Hope, Is Because There Is A Difference Between
the Nonsection Clauses That I Demonstrated on the Commercial Items and
the Ucf Section Clauses. The Difference Is Going to Be When You Order
Those Clauses or Put Them Underneath Your Subsection. In Your Commercial
Clause, as I Said, Can You Order All Clauses By Reference or Full Text,
Any Order. But in the Section, the by Reference Clauses Are Going to
Come First, Always First. So You\'re Only Going to Be Order Your Full
Text. And That\'s What I\'m Going to Demonstrate Here. So I\'m Going to
Go Ahead and Click on a Section and Move a Little Quicker, Because
We\'ve Already Done this in the 1449. But I\'m Going to Highlight My Ucf
Section Clause, Go to Add Section and Again Heading One. Click Ok. Next
I\'m Going to Add Heading Two. So I\'m Going to Go Right Back to Add
Section. Heading Two. And this Time I Would Click on The for
Solicitation Only. And Say Ok. Again, as the Caller Indicated, These Are
Going to Be Right down At the Bottom of the Section, And I\'m Going to
Need to Go to My Order By. To Order These. Let Me Cancel out of Here
Quickly Because I Wanted to Show You One Other Thing about the Ucf.
These Are All Full Text, So When I Clicked Order By, They All Came In.
If I Changed Some of These to by Reference ‑‑ I\'m Changing Three Of
These to by Reference, Now When I Click Order By, They ‑‑ Only Three of
Those Clauses Came In.

H. Mentore‑Smith: Only the Full Text Ones.

A. Harold: and this Is Because I\'m Working Within a Ucf Section. So
I\'m Going to Go Ahead and Put Heading One, Moving over to the Right.
And I\'m Going to Put Clauses Under Here. If You Notice, There Is No
Shift‑click Functionality Here. So You Have to Move Them One at A Time.
Going to Move Heading Two over To the Right. And Put Some Full Text
Clauses Underneath Heading Two. Then I\'m Going to Go Ahead and Click
Ok. Next I\'m Going to Go Ahead and Generate the Document.

H. Mentore‑Smith: All Right!

A. Harold: Then I\'m Going to View the Document Because I Want To You
See What the Headings Really Look like When They Are Incorporated into
Your Word Processing Document. So My Computer Is Working on Generating
Those ‑‑ Bringing up That View for Us Now. We Can Go Back in and Look at
Those. Here\'s the Table of Contents. If We Scroll over We See it Says
Section 1 and it Has Clauses by Clause First. Heading One and Heading
Two and It Shows Those Clauses I Put Under Heading One and Heading Two.
The Reason They\'re in All Caps Is Because That\'s How I Entered Them.

H. Mentore‑Smith: So However You Enter Them Is How They Will Display.

A. Harold: Exactly. And Then If I Scroll Down, Can You See the by
Reference Clauses Here. Under Heading Two in this Case. And it Shows the
Clauses as They Would Be Displayed in Full Text.

H. Mentore‑Smith: Very Good. Ok. I Guess this Is a Good Chance Now to
Show off the New Html Reference Library. With the Delivery of IDEAS‑PD
4.1 We Get the Power of the Web At Our Fingertips. Currently You Have
the Ability To Choose Either the Smartext Version or the Html Version.
But with the next Release of IDEAS, the Smartext Version Will No Longer
Be Supported. We Included a Picture of the Reference Library in Your
Course Handout on Page 13. Ok, Annmarie.

A. Harold: as You Know, We Can Go to the Reference Library From Right
Within the Clause Matrix. So I\'m Going to Do That Right Now. I\'m Still
in My 1442 Solicitation Clause Matrix. So I\'m Going to Go Ahead and
Highlight a Clause. I\'m Going to Go to the Library Button. When I Click
on Library, I\'m Set Up to Go to the Html Reference Library and at First
it Will Open My Netscape Navigator Browser, and Then It\'s Going to Take
Me to the Clause That I Highlighted, Directly to That And Show Me the
Text of That Clause.

H. Mentore‑Smith: Can I Use The Html Library Also Outside of The Clause
Window?

A. Harold: Can You Do That as Well and it Takes You to a Different
Place. I Will Show You That after I Get Out of the Solicitation. So I\'m
Going to Go Ahead and to Get out of the Browser, out of The Reference
Library, It\'s the Same Way You Would Get out of Any Web Application.
Would You Click Close to the Browser, and it Shows What You Had on Your
Desktop Previously. In this Case, I\'m Still in the Clause Template. I
Just Wanted to Show You the Additional Data Tab Is as Would You Expect.
There Are No Changes to That. It Was Simply Added to the 1442
Solicitation as Well. So I\'m Going to Close the 1442 Solicitation and
Save the Form. Next I\'m Going to Go up to the Utilities Menu and down
to the Reference Library. Again, It\'s Going to Open My Browser, and
Then It\'s Going to Go Directly to the Index Page For the Far Reference
Library And on this Index Page Can You See That the Different Sections
Of the Far, 1 Through 52, Are Listed. If You Wanted to Go to the Clause
Section, You Would Simply Click on this Hyperlink, Number 52, and Now
Here over to the Left Lists All of the 52 Clauses. If You Wanted to Read
a Specific Clause, Would You Click on That Clause, and That Text Would
Appear on the Right. That\'s Definitely Another Way to Get to the Html
Reference Library.

H. Mentore‑Smith: Thanks Again, Annmarie. That Was a Good Job. At this
Point We\'re Going to Take a 15‑minute Break. When We Come Back We\'ll
Start With the Sf 1442 Contract and The UPDated UPDated Sf 279. After
That We\'ll Begin the Journey into Concurrent Modifications. So Stay
with Us. There\'s a Lot More to IDEAS Version 4.1. We\'ll See You in a
Few Minutes.

H. Mentore‑Smith: Welcome Back to Our Overview of IDEAS‑PD Release 4.1.
Before We Pick Things up Again I Would like to Remind Everyone If You
Have a Question or Comment For Us, Just Give Us a Call or Send Us a Fax
at Any Time. We\'ve Had a Little Bit of Technical Difficulty, So Please
Write down These Numbers.

H. Mentore‑Smith: Remember, If You Have a Question, Then You Know There
Are a Lot of Other People Who Do, Too, So Don\'t Be Afraid to Send Us a
Fax or Call Us. Before the Break, Annmarie Demonstrated the Sf 1442
Solicitation and the Html Reference Library. Next She Will Demonstrate
How to Create an Sf 1442 Contract. Well, Annmarie, since We\'re Here,
Let\'s See If Can You Fill Out an Error‑free Sf 279.

A. Harold: I\'m Sure I Can Do That, but First I Know the Users Are
Waiting for Me to Import a Clause Because I Neglected to Do That When I
Was in the 1442 Solicitation.

H. Mentore‑Smith: Good Recovery, Annmarie.

A. Harold: I Thought We Would Get Calls on That One.

H. Mentore‑Smith: Well, We Got a Couple Faxes I Would like To Mention.
Hopefully I Can Read Faxes Better than the Teleprompter. The First
Question Came from Carmen, and Carmen Wanted to Know, There Was a ‑‑ If
There Was a Spec Check Inner IDEAS 4.1 Anywhere.

A. Harold: I Wonder If Carmen Was Talking about If We Type in The Free
Form Text Fields If There Is a Way to Go and Do a Spell Check.

H. Mentore‑Smith: I Think That Is What She Is Talking About.

A. Harold: Unfortunately There Is No Spell Check from Within the System
Itself. So Unfortunately We\'re Still Going to Have to Check Those the
Old‑fashioned Way or We Could Export Them into Word and Use That Spell
Checker. I Hope ‑‑ Is it Karla?

H. Mentore‑Smith: Carmen.

A. Harold: I Hope Carmen Wasn\'t Referring to the Spelling Errors Some
of the Users Have Reported to Us in the Past, Because That Was an Area
We Tried to Clean up in IDEAS 4.1.1. Any Spelling Errors in Our
Documents Within IDEAS‑PD 4.1.1.

H. Mentore‑Smith: We Had Another Fax from Someone Who Asked about How
Often the Far Web Library Was UPDated. As You Know, Releases of the Far
Come out Usually as Separate Fax From the Releases of IDEAS. So as
Oftens You\'re Getting Those Now You Should Be Getting Them and the
Procedure Is Once The Faq Has Been Published, You Should Be Getting a
Delivery Within the ‑‑ of the New Far. So Right Now Delivered with 4.1
We Have Delivered 14, Correct?

with 4.1.

H. Mentore‑Smith: 15 Should Be to You Anyday Now, I Hope.

A. Harold: When We Deliver Those with IDEAS 4.1, We Will Be Delivering
as Always the UPDate To the PD Database and That\'s Where You Get Your
Clauses from Within Your Clause Matrix. We\'re Also Going to Continue to
Deliver the Smartext UPDate. So While You\'re Using IDEAS‑PD 4.1, You
Can Go Ahead, If Your Agency Chooses, Stew Stay with The Smartext.
We\'re Also Delivering the Html Reference Library, the Files That Are
Needed for That. Now, with We Deliver IDEAS‑PD 4.2, When We Go to 4.2,
Smartext Will No Longer Be Supported. So Once We Get to 4.2, the
Smartext Will No Longer Be Supported and We\'ll Only Be Delivering
UPDates to the Database and UPDates to the Html Reference Library.

H. Mentore‑Smith: I Hope That Answered Your Question, Also Carmen.

A. Harold: Only One Other Correction to That, Is That Once The
Announcement Comes Out, It\'s Either Within Two Weeks of That
Announcement for by Effective Date. So If the Effective Date Is Far Off,
it Wouldn\'t Be until Then. But Lately the Far UPDates Have Been Pretty
Much Brought out Right at or after the Effective Dates.

H. Mentore‑Smith: Ok. So Let\'s Get Started.

A. Harold: We\'re Back into The Sf 1442 Solicitation and I\'m Going to
Go Right Back into the Clause Model Before I Issue That Solicitation.
I\'m Going Back to My Desktop and Open the Sf 1442. Then I\'m Going to
Move Directly To the Clauses Tab, and Here We Still Have Our Clauses.
Remember, We ‑‑ Before the Break, We Added the Ucf Section Clauses,
Which Were in Section I. We Ordered Those, but We Could Only Order the
Full Text Clauses, and So We Put Some Full Text under Heading One and
Some Under Heading Two and Heading Two Was for Solicitation Only. So
That\'s a Little Review of How Our Clause Matrix Stands. Next I\'m Going
to Go Ahead to The Import Feature, and You Know I Need to First
Highlight a Clause Within Section I. So I\'ll Do That. I\'ll Go to the
Right and Click Import. We\'re Back to the Browser and I\'m Going to Go
up to the Browser and Choose Desktop. Here on the Desktop I Have a File
That\'s Called Aircraft Maintenance, Fuel and Hangar.doc. That\'s the
Clause I Want to Import at this Time. I Am Going to Go Ahead and Import
That. That\'s a Microsoft Word Document. So the Rtf Conversion Is
Automatic. If it Were Wordperfect, I Would Have Already Converted this
to Rtf. If a Wordperfect User Forgets, PD Will Give Instructions on
Changing to Rtf Before Importing. So If a Wordperfect Person Tries To
Import a Clause, the Error Will Be User‑friendly and Give Instruction to
Go Ahead and Change to That Rtf. In this Case I Will Highlight My
Clause, Go down to Open, Ok, And, Again, That Clause Import Is Going to
Be at the Bottom of My Section. So Here it Is at the Bottom of My
Section. And as You Know, the Notice of The Clause Is the Exact Title of
My Document. And in this Case, it Includes My Extensions and My
Extension Is Dot Doc and to Anticipate Your Question, Yes, That\'s
Coming In, The .Doc Will Be There. When You Generate Your Word Document,
it Will Also Be Part Of the Clause Title.

H. Mentore‑Smith: You Knew I Was Going to Ask That, Didn\'t You?

A. Harold: I an Dispaid That Question. The Answer for Right ‑‑ I
Anticipated That. The Answer Is That Extension With Also Be Part of Your
Title As it Is Here on Mine. Now It\'s at the Very Bottom of My Section.
I Will Go Back to My Desktop and Use the Order by to Go Ahead and Put
That Clause Where I\'d like It. Another Thing to Notice about This Is
That the ‑‑ Because There\'s No Clause Number, it Comes in and Just
Simply Says in Your Clause Matrix \"File.\" So Insaid of a Clause
Number, it Has All Caps the Word \"File\" Here. I\'m Going to Highlight
a Clause In My Section, Go up to Order By, and Click on Order By. And as
You Can See on this Screen, I\'ve Already Ordered the Other Section I
Clauses, and the Only One Left to Order Is the One That Came in as a
File and I\'m Going to Go Ahead and Put This under Heading One. So to Do
That I\'m Going to Highlight Heading Two. That Tells the System That I
Want this to Come in Right above Whatever I Highlighted. I\'m Going to
Click the Right Arrow. , and Everything Else on the Screen until I Get
it to Work, And I\'m Going to Move this a Little over So We Can All See
it And My Aircraft Maintenance, Fuel and Hangar.doc Came in Here Before
Heading Two. So When I Click Ok it Will Come Into My Clause Matrix and
If I Go over Here and Hit Edit, I Can See the Text That Is Behind this
Clause. Of Course, Mine Is Very Small. And, the Text Editor Will Work As
Long as There\'s No Formatting That Is Different, Because, Remember That
this Text Editor Also Works Offer the Rich Text Format, the Rtf. So
There\'s Some Formatting That Rtf Will Not Understand. So If You Have a
Word Dockment With a Chart or a Graphic or Something like This, the Text
Editor May Not Understand That And When You Actually Get to Your Word
Document, You May Have Characters That Are Not Going to Look Good to
You. That\'s One Watchout. You Want to Make Sure That Your Document Is
Very Text Based. In this Case I Only Have One Line of Text, and So the
Text Editor Had No Problem Opening That. One Thing You May Find Is When
You Go to Your Text Editor Within IDEAS‑PD 4.1, it May Give You an Error
Message That Says This Is Going to Open Read Only Because I Could Not ‑‑
Because It\'s a Special Format, or the File Is Too Big. So Those Are the
Two Reasons That You May Not Be Able to Use This Text Editor Within PD.
It Will Open Read Only. So I\'m Going to Go to My Text Editor and Click
Ok. And You Can See That Just like When You Go to Edit Any Clause, It\'s
Going to Mark That as Edited. Ok? So That\'s Importing a Clause. I\'m
Going to Go Ahead and Close The Solicitation by Going up to The X and
Yes I Would like to Save. Because I\'m Ready to Move onto My Contract.
I\'m Going to Go Ahead and Issue The 1442 Solicitation, Go up to
Procurement, Issue or Release, And Now I\'m Going to Highlight The
Solicitation So That I Can Make My Contract. I\'m Going to Go up to
Procurement. Preaward/award, Award, Contract. Again, for the Contract
Type I\'m Going to Choose the Sf 1442 for Construction. Then Click Ok.
Here Is My 1442. This Time It\'s a Contract. Of Course, All My
Information From ‑‑ That I Inherited Either From My Purchase Request or
Solicitation Is Here, and Some Of it Is Editable. It\'s Probably Going
to Stay the Same. So I\'m Going to Fill in Those Fields That We Skipped
over That We Wanted to Fill out on the Contract. So I\'m Going to Go to
Items 12 Through 16. And, of Course, I Need to Enter A Name and Address
of the Offeror. So I\'m Going to Click Adhere. Search for Names Within
the PD Database. And Then Go down to Annie\'s Apples. Which Is a
Construction Company, In Case You Are Concerned. Here Is Also a Space
for Remittance Address. And the Remittance Address Is Really Only There
in Case Annie\'s Apples Has a Different Address than ‑‑ a Different
Address to Address the Bill. But She Doesn\'t. I Know Annie and She
Doesn\'t Have One. So I\'m Not Going ‑‑

H. Mentore‑Smith: I Wonder Why.

A. Harold: I\'m Not Going to Fill That One In. Ok. I\'m Going to Go
Ahead to Items 17 Through 27 at the Top. Here Is Where I Would Fill in
Items Accepted If it Was Different than the Solicitation And the Amount.
Perhaps We Agreed on a Greater Amount, but this Contract Really Only
Covers the First, You Know, Third of the Work. I Could Fill in the
Amount Field. Also the Accounting Period. And All the Invoice Address.
I\'m Going to Go Ahead and Enter An Administrated by Address by Clicking
Add, Going up to Select. Same with Payment Address. I\'m Going to Go
down to the Right. Click Add. Then Go Up. And Select. Ok. Next I\'ll Go
to Items 28 Through 31 and See If There Are Any Contracts Specific
Information I Need to Fill In. I\'m Going to Choose Between a Negotiated
Agreement or an Award. I\'m to Go down and Choose Award. And, Again, My
‑‑ on 31a, My Name Populated the Field Because ‑‑ Because If You
Remember, I Chose That I Was a Contracting Officer in My User Profile.
That\'s the Reason My Name Came Out Here. That\'s Similar to the ‑‑ in
the Past If You Were a Contracting Officer Entered into the Database,
Your Name Would Come Out Here. Soap It\'s the Same. Also the Award Date
Defaults to All 0s and When You Print That It Will Be Blank Unless You
Fill That Space In. I\'m Going to Go Ahead and Leave It. Now I\'m Going
to Go up to the Clauses Tab. Click on the Clauses Tab. And Here We Have
the Clauses That as I Ordered Them, the by Reference Clauses Are There,
Heading One Is There ‑‑ Oh, but Heading Two Is Not Here.

H. Mentore‑Smith: Oh, Ok. Just Had to See That for Myself.

A. Harold: Heading Two, as You Remember, We Used as Solicitation Only,
So When I Created the Award, Heading Two And Everything Underneath
Heading Two Has Dropped Off. So That Did Not Carry Forward Through to
the Award. The Additional Data Tab the Same. So I\'m Going to Close the
Sf 1442 Contract. And I\'m Going to Release That.

H. Mentore‑Smith: Well, Ok. Now, Let\'s See How Good You Are At That
279. While Annmarie Is Creating Her 279, She Will Show You the Form Has
Been Redesigned Based on New FPDs Requirements. Please Note All Required
Validation Checks Are Included. You\'ll Find an Example on Page 14. How
Is That 279 Going?

A. Harold: Still on the First Page. Do We Have Any Callers?

H. Mentore‑Smith: We Have No Callers and No Faxes. We Really Would like
to Hear From Everybody. So If You Have a Chance, this Is A Good Time to
Call or Fax Us.

A. Harold: It\'s Going to Be a While Here.

H. Mentore‑Smith: She\'s Not Going to Take That Long. She\'s Going to
Cheat and Put All The Easy Stuff In.

A. Harold: Well, That\'s True.

H. Mentore‑Smith: So You Can Call and Ask for this 279, Because it
Probably Won\'t Work For Your Awards.

H. Mentore‑Smith: I Guess I Should Have Talked a Little Slower.

A. Harold: I\'m Almost Done.

H. Mentore‑Smith: I Will Mention a Couple Little Things You May Not Be
Aware Of. Some of You May Not Know That IDEAS 4.1 Has Been Released. So
If One of Your Questions Is Going to Be, When Are We Going To Get It,
It\'s out There. So You Need to Contact Your Functional Coordinator to
Find Out What the Schedule Will Be For Your Particular Site. Ta‑dah.

A. Harold: All Right!

H. Mentore‑Smith: I\'m Waiting For to You Click That X to See If You Can
Save It.

A. Harold: I Haven\'t Done That Yet. We Don\'t Need to Go There. Ok. So
I\'ve Gone Ahead and Taken Hope\'s Challenge to Complete an Sf 2 ‑‑ FPDs
279 Form and Because There Have Been Changes To this Form Based on the
New FPDs Reporting Requirements, and A Lot of New Validation Checks That
Go along with Those, I Spent Some Time this Summer Testing Those
Validations, and I Became Pretty Good at Filling Out a Form, Although I
Only Know A Certain Set of Answers That Are Going to Work for Me. So
Those Are the Ones I Put Here. But I Just Wanted to Show You The Form.
Just Little Different about It. There Were Some Fields Taken out Because
They New Longer Applied Based on the New Requirements. I\'m Going to Go
Ahead and Click On Items 30 to 36 Because I Know There Are Some New
Fields Here. If I Go down to 32 and 33a and 33d, These Are Hub Zone
Fields I Know These Are New Because Some Of the New Requirements
Centered Around the Hub Zone Requirements. So Just Know That When You Go
Into the FPDs 279 it Will Be a Little Bit Different and Some of The
Fields Were Shifted, New Fields Were Added, Some Old Fields Dropped Off.
When You Do Convert to Your New Database, If You Had an FPDs 279 On Your
Desktop and in a Draft Form, Meaning You Have Not Yet Submitted That
279, it Will Be Converted and Displayed to You In the New Form. So You
Won\'t Lose Any of the Day You a You Put in There, but You May Be
Required to Insert Additional Data. Did You Want to Talk, Hope, About
the ‑‑ What DOI Is Going To Do for These New Reporting Requirements?

H. Mentore‑Smith: Not at this Time.

A. Harold: Ok. We Will Get Back to You. I Know Many of You Have Saved
Your 279s on Your Desktop and Were Going to Submit Them ‑‑

H. Mentore‑Smith: So If I Was Paying Attention I Would Have Understood
the Question. I Am Sorry. Yes, the FPDs Documents That Have Already Been
Submitted, If You Have Submitted Them to FPDs, Then There\'s Really Not
a Whole Lot Can You Do. If You Submitted Them in IDEAS‑PD, You Will Need
to Go Back and Resubmit Them ‑‑ You Will Need to Go Back and Resubmit
Them ‑‑ to Desubmit Them and Then Resubmit Them in IDEAS Using the New
Version of The IPDs ‑‑ the New FPDs/iPDs Programs That Will Be Delivered
With 4.1. Sorry, You Caught Me Offguard There.

A. Harold: Not a Problem. I Just Wanted to Make Sure We Got That
Information. I Wasn\'t Sure about the DOI‑specific Procedures. So Now
Are You Ready for Me to Close the Form and See ‑‑

H. Mentore‑Smith: Yes, You Can Close the Form and I\'m Going To Wait to
See If There Are Any Errors and Then We\'re Going to Go to a Call That
We Have Coming In from Rita at the Usgs. Hi, Rita.

Caller: Hi, Hope. How Are You?

H. Mentore‑Smith: Good, I Guess.

Caller: We Have a Question on ‑‑ When You Do an Rfq, Let\'s Sigh a
Standard Form 1449, and All Law Firms That Come in Are ‑‑ Offerors That
Come in Are Over 100k, How Do You Convert it To a Contract?

H. Mentore‑Smith: Rita, We\'re Getting Some Feedback. Can You Turn the
Tv Down?

Caller: Oh, Sorry. And Your Question Was, If You Have an Rfq That You
Sent out And All the Offers That Came Back Were over 100,000, So You
Want to Know How You Get That on To a Contract?

Caller: Right.

A. Harold: We\'re Working with A 1449?

H. Mentore‑Smith: from a 1449 Rfq? Rita?

Caller: I\'m Trying ‑‑ I Thought You Were Answering My Question.

H. Mentore‑Smith: Was the ‑‑ It Was an Rfq 1449?

Caller: Yes.

H. Mentore‑Smith: Ok.

A. Harold: I Guess What You Would Need to Do ‑‑ One Option Would Be to
Go Ahead and Create The 1449 Contract as a Stand‑alone Form. You Can
Just ‑‑ But, of Course, You Wouldn\'t Be Able to Inherit All the Nice
Information You Would from Your Other 1449 ‑‑ From the 1449 Rfq. So One
Option Is to Create That Contract. The Second Option Would Be to Reenter
the Information into the 1449 as a 1449 Solicitation, and Then Choose
Ifb or Rfp, Whichever One Would Have Been Appropriate and Then Can You
Create It. But Those Are Really Your Only Two Options If You Want to
Create the 1449 Contract. Because You Won\'t Be Able to Do It off of
That Rfq You Have Created Already. So Either Stand‑alone or Create An
Ifb or an Rfp 1449.

H. Mentore‑Smith: Did That Answer Your Question, Rita?

Caller: Yes, it Does.

H. Mentore‑Smith: Ok.

Caller: Thanks, Hope.

H. Mentore‑Smith: Bye‑bye. We\'re Going to Go to One More Call. We\'re
Going to Go to Karen at The Department of Interior. Hi, Karen.

Caller: Hey, Hope, How Are You?

H. Mentore‑Smith: Is That the Karen I Know in Dc?

Caller: Yes, it Is. You Made a Comment as Far as the 2 79 Forms Where
You Say You\'ve Already Submitted Them, There\'s Nothing You Can Do ‑‑

H. Mentore‑Smith: Sorry. I Didn\'t Mean to Cut You Off.

Caller: but You Also Mentioned If You Submitted Them, You Have to
Desubmit Them and Reinput Them Back In? Is That Correct?

Caller: Right. And I Probably Confused Some People with That. You
Couldn\'t Have Submitted Your 279 Without the New Reporting
Requirements, Correct?

Caller: Well, I Have Been Submitting Them in IDEAS.

H. Mentore‑Smith: in That IDEAS, and That\'s the Difference. If You
Submitted Them in IDEAS, You Need to Go Back into ‑‑ There\'s a Report
That You Can Run from IDEAS to Show You the 279s That Have Been
Submitted, And You Can Select Desubmit from The Menu Option, it Has to
Be That from Person\'s Desktop, You Can Select Desubmit from That Menu
Item, and Then Resubmit it Into IDEAS Again. That Will Take ‑‑ First You
Have To Make Sure That the ‑‑ Your 4.1 Has Been Installed. Ok? That You
Have the New FPDs Reporting Requirements.

Caller: Is That Everything Since October up to Now?

H. Mentore‑Smith: Yes. Yes. It Depends on How You Work ‑‑ How You Worked
Within it at Your Site. If You Have Just Had it on Your Desktop and
Didn\'t Submit it and Waited for the New Requirements To Come out
Through IDEAS, Then You Just Need to Do a Submit. But If You Already
Submitted, Only the Old Information Has Been Submitted. So You Need to
Desubmit the 279 And Then Resubmit It, and All The New Reporting
Requirements Will Come into Effect. Now, If Any of Those Are Hub Zone,
You Probably Need to Go in There and Correct it Before You Resubmit It.

Caller: So What I Need to Have My System Admin ‑‑ Because Our Desubmit
Butt Sun Grayed Out.

H. Mentore‑Smith: Yep. Sorry about That.

Caller: Ok. Thank You.

H. Mentore‑Smith: No Problem, Karen. We\'ll Talk to You Later. Bye‑bye.
Ok. So I Guess We Need to Get Started Again. We\'re Going to Give
Everyone a Chance to Recover from All of That Really Quickly. So We\'re
Going to Give You Another Think Point, and We\'re Up to Number 4, and
We\'re Going To \$32,000 ‑‑ No, Just Kidding. This Question Is, What New
Feature in the Clause Model Will Allow a User to Incorporate a Statement
of Work into the Clause Matrix of the Sf 1442?

H. Mentore‑Smith: Annmarie, I Wish I Could Poll the Audience On this
One, but What Do You Think?

A. Harold: If You Remember, Hope, We Now Have That New Import Feature,
Which I Remembered Right after Break. So the User Can Now Import Their
Entire Statement of Work Document into the Section B of The 1442. And
That\'s Actually the Reason That the Import Button Became a Requirement
with the Requirements Group. And What Do You Think the Audience Would
Have Said?

H. Mentore‑Smith: Ooh, I Don\'t Know, but I\'m Sure They Will Have a Lot
to Say about Our Next Topic ‑‑ Concurrent Modifications Is Perhaps the
Most Fundamental Change to the New System in this Release. Contracting
Officers Can Now Manage Two or More Draft Contract Modifications at One
Time. The System No Longer Requires That All Modifications Be Released
Before Another Modification Is Created. Annmarie Will Now Take You
Through a Detailed Example of Concurrent Modifications. As She Moves
Along, She Will Explain the Terminology Associated with this New
Feature. So, Annmarie, I Believe You Are Now Ready to Show Contracting
Officers the Benefits of Concurrent Modifications. I Am. Thank You,
Hope. As We Go Along, I Am Going to Show Concurrent Modifications And I
Will Be Using Some Words Many Times Over. So the First Time I Use That
Word I Will Make Sure I Define It So We\'re All Working off the Same
Terminology. The First Thing I Would like to Show You Is Back into My
Desktop. I Have Created, in Fact, a Whole Cabinet Named Concurrent
Modifications, and Within There I Have a Folder That I\'m Now Going to
Open. And in My Folder, I Have What Probably Looks Familiar to You On
Your Desktop. I Have an Award. This Time It\'s an Sf 26. And It\'s
Approved and Been Released. Now, the First Modification up Here Has Been
Created for That. In the Past, You\'ll Remember, That until this Was
Released, I Could Not Create Another Modification. Now, in IDEAS‑PD 4.1,
We Have Concurrent Modifications So You Will Be Allowed to Do That, and
I Am Going to Demonstrate That Concurrent Modification Right Now. So
Drum Roll, Please! I\'m Going to Go Ahead and Highlight the Sf 26, and
Even Though I Have a Mod That Has Not Yet Been Released, I\'m Going to
Go up to Procurement and down to Post‑award Modification, Contract. No
Error Message. It\'s Going to Allow Me to Do This. It Brings Me to the
Create New Contract Screen and We Are on Modification Number 2. Type in
My Reason for Modification. Go down to the Bottom and Click Ok. And Now
My Sf 26 ‑‑ Actually It\'s an Sf 30, Modification to My Sf 26, Has Been
Opened, and You Can See That Here Are All The Fields. What I Decide to
Do Change for This Modification Is the Issuing Office. I Have Ellis
Office‑north And, In Fact, I Should Have Chosen Ellis Office‑south. So I
Will Go Ahead and Make That Change by Going to the PD Database.
Highlight Ellis Office‑south This Time. Bring My Cursor up to Collect.
Here We Are with Ellis Office‑south. This Is Just an Administrative
Modification. So I\'m Going to Go Ahead and Close this Modification. And
Save It. There You Go, Hope, Two Concurrent Modifications on My Desktop.

H. Mentore‑Smith: Neither One Of Them Are Released.

A. Harold: and That\'s the Whole Story.

H. Mentore‑Smith: I Don\'t Think So.

A. Harold: Oh, There\'s More. Ok. Back to My Desktop, Then. We Need to
Finish this Up. There\'s a Lot More to Concurrent Mods than Just
Creating Two Modifications That Have Not Been Released, Although That Is
a Very Exciting Part Because I Know There Are Many Contracting Officers
That Are Maintaining Two Modifications at the Same Time. Now You\'re
Able to Do That Within the System as Well. I Have Created Modification
Number 2. I\'m Now Going to Highlight That And Go Ahead and Release
That. Up to Procurement, down to Release. Again, I\'m Not Going to Be
Approving These Awards for the Sake of the Demonstration. You Will
Notice It\'s Taking Some Time to Release, and That\'s Because the System
Is Now on Release Doing More than it Did Before. On Release the System
Is Recording That Change. So the System Is Actually Comparing this
Modification I\'m Releasing to Any Modification That Has Not Yet Been
Released. And There\'s a Word I\'m Going to Be Using a Lot, \"Not Yet
Been Released.\" I Am I Will Going to Call Appear Draft Modification. So
It\'s Taking this Release Document and on the Release Comparing it to
All Draft Modifications. That\'s Going to Take a Little Bit Longer for
Your Release Now, And You\'ll See in the Microhelp It Goes Through the
Steps, That It\'s Saving the Changes, Comparing. I Don\'t Know All the
Changes but You See Them in the Microhelp. So You Will Know the System
Is Working. So My System Is Finished Working And So We\'ll Go Back to
the Desktop and We\'ll See My Modification Number 2 Is Now Released. My
Draft Modification Number 1 That Was Sitting on My Desktop When I Logged
in this Morning, I\'m Ready to Release That. So Here I Go to Procurement
and Down to Release. Oh, I Cannot Release That. It\'s Not Allowing Me
To. Let\'s See What it Says. It Says Modification Changes. Another
Modification or Modifications Has Been Released That Affects this
Modification. Oh, That\'s Right. I Leased Mod 2. Please Reopen this
Modification And Apply the Changes. So What It\'s Saying Is That Your
Document Is Now in Need of an UPDate and There\'s Something Else I Am
Going to Be Talking a Lot about Today. If You Have a Draft Modification
And Another Modification Is Released, That Draft Modification Is Now in
Need of An UPDate.

H. Mentore‑Smith: That\'s Right.

A. Harold: So That\'s the Situation We\'re in Here. This Modification
Needs an UPDate. And the Message Says, Please Reopen That Modification
and Apply the Changes. That\'s the Only Way I Can Apply The Changes, Is
by Reopening It. So I\'ll Go Ahead and Do That. I\'ll Move My Cursor to
My Modification Number 1. And I\'ll Attempt to Reopen.

H. Mentore‑Smith: Hope it Tells Me What to Do. Oh, Ok.

A. Harold: it Tells a Lot About What to Do. I\'m Going to Move That into
the Center So We Can All See That. And this Is a Wordy but Informative
Window. It\'s Called the Modification Changes Window. So this Is the
Window That Tells All the Modification Changes That Have Been Released
since You Last UPDated Your Draft Modification. Ok. So I\'m Going to Go
Ahead and Read the First Paragraph. I Am Sure the Contracting Officers
in the Future Will Not Need to Read this Once They Understand the
Concept. We Wanted to Make Sure it Was There for You. The Following
Fields Have Been UPDated on Released Modification Or Modifications and
must Be Included on this Modification. To Apply the UPDate Now, Click
Yes. And the Fields Listed below Will Be Overwritten with UPDated
Information. To Open the Modification Unchanged and Apply the Changes
Later, Click No. Notice That it Did Not Say, If You Want to or If You
Feel Like. It Said to Apply Them Now Click Yes, to Apply Them Later
Click No. So the System Does Require That You UPDate Your Modification
or Bring in All Changes to Release Documents Before You Can Move On. If
I Do Not Click Yes from this Screen, I Will Always Get That Message That
I Got the First Time, Which Said, Other Modifications Have Been Released
That Affect this Modification. So If I Don\'t Accept These Changes, I
Can Go Ahead and ‑‑ I Won\'t Be Able to Move on in My Process. So You
May Be Wondering, What If I Don\'t Want to Accept the Changes Now?
What\'s Going to Happen? I\'m Going to Go Ahead and Show You That,
Because I Don\'t Want To Accept These Changes Yet. First, I\'m Going to
Go and Look At the UPDates. In the UPDate Window We Have Listed Here
Item 6, Issuing Organization Address, and Item 6, Issuing Organization
I.d. That Makes Sense to Me Because I Changed the Issuing Address.
Remember I Changed from Ellis Office‑north to Ellis Office‑south. That
Affected Both the Address And the I.d. So Those Two Things Are Listed
Because They\'re Stored Separately in the Database. Oh, Also it Says,
Clauses in Line Item Header and Footer Text. Clauser in Line Item Header
and Footer Text Will Always Appear In Your Window, and it Tells You That
on the Window. The Reason for this Is That the Way the Clauses and the
Text Are Stored in the PD Database It\'s Really Impossible for the
System To Compare Those Fields. So When You Release It, it Doesn\'t
Compare Those Fields. Instead, Every Time Those Fields Are Overwritten.
So They Will Always Show in Your UPDate Window and They Will Always Be
Overwritten on the UPDate. Ok? We\'ll See That as We Go on Today. So If
We Look Back at Our Window, it Makes Sense to Us, Yes, Because, Yes, We
Changed The Issuing Office. And We Know Clauses, Line Item Header and
Footer Text, Will Always Appear in this Window. So I Understand Why
These Are Here, but Still I Don\'t Want to Accept the UPDates Yet. I\'m
Just Not Ready. So I\'m Going to Go Ahead and Say No to this Question.
You Can See My Modification Has Been Opened Without Change. So Nothing
Was Overwritten. In My Issuing Office it Still Says North, Exactly How I
Left It after the Last Time I Closed. I\'m Going to Go Ahead and Close
This Modification by Going up to The Right, Clicking on Close. I\'m
Going to Go Back. I\'m Going to Highlight this Modification, and You
Know What? I Think I\'m Ready to Release This Now. I\'m Going to Go up
to Procurement. Down to Release. Not Going to Let Me. Of Course, Because
I Did Not Accept the Changes Yet. So I\'m Going to Say Ok. Go down Ask
Click Ok. Well, If You Can Believe It, Hope, I\'m Ready to Create Yet
Another Modification.

H. Mentore‑Smith: I\'m Glad We Waited for That Because We Have A Fax
from Sharon at BLM, and She Had a Question about How Many Concurrent
Mods Can You Maintain at One Time? Does the System Have a Limit? And I
Don\'t Believe There Is. Am I Correct?

A. Harold: There Is No Limit. The Sky Is the Limit.

H. Mentore‑Smith: Right. So If You Want ‑‑

A. Harold: Go Ahead.

H. Mentore‑Smith: You Continue.

A. Harold: There Is No Limit On How Many Draft Modifications Or
Unreleased Modifications You Can Have in the System at One Time. So Can
You Create as Many as You\'re Working On. So If You\'re Working on 1500
Modifications ‑‑ I Feel Sorry For You ‑‑

H. Mentore‑Smith: That\'s What I Was Going to Say.

A. Harold: I Don\'t Think You Will Be, but the System Will Allow That.

H. Mentore‑Smith: Thank You Sharon.

A. Harold: So Back to My Desktop. I\'m Going to Go Ahead and Create
Another Concurrent Modification. Meaning I Am Going to Go Ahead And Even
Though I Haven\'t Released My Modification Number 1 Yet, but I\'m Going
to Create a New Modification, Number Three. I Have a Choice. I Can
Either Highlight the Original Award or I Can Highlight the Number 2. So,
I\'m Just Going to Go Ahead And Highlight Number 2. I\'m Going to Go up
to Procurement and Back down to Post‑award, Modification, Contract.
Again, I Don\'t Get the Message. It Allows Me to Do That. I Enter My
Change or My Reason For Modification. Go Down, Select Ok, and Here Is My
Modification Number 3. I\'m Going to Go this Time All The Way up to the
Right, to the Additional Data Tab, and Here I\'m Going to Enter a Cotr.
I Had Neglected to Enter That in Previous Modifications. I\'m Going Done
to the Cotr, Click Add and Select Elizabeth Paoli as My Cotrr. You a
Lists Elizabeth\'s Information Is There. I\'ll Select Ok. Now I Have
Entered My Cotrr. I Will Close My Modification Because That\'s the Only
Modification I Need to Do Make And I Will Save the Modification. I\'m
Ready to Release Modification Number 3. So I\'m Going to Do That. Go up
to Procurement and Release. It\'s Going to Let Me Release it This Time.
Why Didn\'t it Give Me ‑‑

H. Mentore‑Smith: I Don\'t Want to Fall over Myself Explaining It.

A. Harold: in this Case it Was a Draft Modification That I Went to
Release and What the System Did Is it Looked out There and Said, Has
There Been a Release since ‑‑ Has There Been A Release since I Created
That, And There Hasn\'t Been, as You Know. I Created Mod 3 and I Didn\'t
Release Any Other Modification Since the Time That That Information Came
In. So it Allowed Me to Release That.

H. Mentore‑Smith: You Just Said it More Eloquently than I Could Have.

A. Harold: this Is Actual Lay Good Time for Me to Talk about Something,
Another Term, and This Is the Most Recent Hi Released Modification. We
Will Be Talking about That a Lot, Because When You Create Your New
Modification, in the Past it Was Very Easy to See Where That Information
Would Come From, Right? Because If You Were on Mod 6, it Obviously Came
from Mod 5, Because That Was the Most Recent Eye Released Modification.
It Was Easy to Know Which One Was Most Recently Released Because the
System Forced You to Go in Order. Now the System No Longer Forces That
Order. So We Need to Know, What Is the Most Recently Released
Modification and the System Is Constantly Keeping Track of That. In this
Case, When I Created Mod 3, the Most Recently Released Modification Was
Mod 2. So When I Created Nod 3, All the Information from Mod 2 Came In,
And That Was the Default. So When I Went to Release Mod 3, It Noticed
Mod 3 Was Not in Need Of an UPDate Because Mod 3 Got Information
Directly from Mod 2, And Nothing Has Been Released Since Then.

H. Mentore‑Smith: Ok.

A. Harold: Now Let\'s Go Back To Mod 1.

H. Mentore‑Smith: Are You Ever Going to UPDate That Mod?

A. Harold: Do You Think It\'s Time for an UPDate?

H. Mentore‑Smith: We\'re Going To Show You Something First and Then I
Think You\'re Going to UPDate It.

A. Harold: We Can Go Back to My Desktop, and I\'m Going to Find My Draft
Modification, Which Is Modification Number 1. So Back on My Desktop.
I\'m Going to Go Ahead and Reopen This. Here Is My Modification Changes
Window. Here it Is Again. Let\'s Look at What Is in the UPDate Field
Here. If You UPDate, You Can See That The Issuing Office, Organization
Address and Organization I.d. Are Still Listed in this UPDate Field.
That\'s Because I Did Not Accept Those Changes. Remember? That\'s the
Changes I Made for Modification Number 2. They\'re Still There. I
Haven\'t Accepted Them Yet. Clauses and Line Item Header and Footer
Text, I Didn\'t Change Those, but Those Are Always in The Window. Also,
Now There\'s Three Additional Things and They All Have to Do with the
Cotr, the Cotr Address I.d., Organization I.d., and That Makes Sense
Because on Mod 3 What Happens I Added. I Added Elizabeth Paoli as My
Cotr. I Know When I Click Yes These Fields Will Be Overwritten and These
Fields Alone. Do You Think We\'re Ready.

H. Mentore‑Smith: I Think It\'s about Time to UPDate this Puppy.

A. Harold: Let\'s Do It. This Time I\'m Going to Choose Yes. Let\'s
UPDate.

H. Mentore‑Smith: So I Think I See How it Works. When You Apply an
UPDate to a Modification the System Overwrites Those Fields That Were
Modified on Any Released Modification. So Now What\'s Going to Happen If
You Create Another Modification?

A. Harold: Let\'s Find Out. I\'m Going to Go Back Here to My Mod That I
Just UPDated. Remember, When it UPDates, it Opens That Field and Those
Fields That Were UPDated Are Overwritten and They\'re Actually Saved in
this Form. So Even If I Went out of the Form and Did Not Save It, These
Fields Are Overwritten Would Be Saved. So They Overwrite and Save These
Fields to the Database. In this Case, the Fields That Changed Are the
Issuing Office Right Here, Ellis Office, It\'s Now South Instead of
North. If I Go to the Additional Data Tab, I Can Find My Other Change.
I\'m Going to Go up to the Additional Data Tab, and Back Down to the
Cotr Information and There She Is, Elizabeth Paoli, Head Hahn Co‑, Has
Added as My Cotr. Now I\'m Going to Go Ahead and Close this Form. And
I\'m Going to Go Ahead and See If the System Will Let Me Release. I\'m
Going to Go Ahead. Procurement and Release. And I Think ‑‑ I Think,
Hope, That\'s What Would Happen Again If We Created Modification. We\'re
Not up to 1500, but by the End of the Program We Might Be. I\'m Going to
Go Ahead, and You Know What, I Can Select Any of These Now.

H. Mentore‑Smith: Any Modification.

A. Harold: Any Release Modification. I\'m Going to Go Ahead and
Highlight Number 2, for Example. Why Not? Go up to Procurement.
Post‑award, Modification, Contract. Here We Have Mod 4, List Our
Changes. There\'s Where That Spelling Check Would Have Come in Handy.
Ok. Down to Ok. And Here They Are. Now, I Highlighted Modification
Number 2 to Create This. But Where Did My Information Actually Come
From?

H. Mentore‑Smith: from the Most Recently Released Modification.

A. Harold: That\'s Right.

H. Mentore‑Smith: Whew‑hoo.

A. Harold: Even Though I Highlighted Number Two, it Was Not the Most
Recently Released. Modification Number 1 Was the Most Recently Released.
So All this Information Was Pulled in from Modification 1. Ok. So Now We
Have Four.

H. Mentore‑Smith: I\'m Going To Interrupt You While That\'s Saving, and
We Have a Fax in From BLM in Montana, and the Question Is ‑‑ Why Would
You Want Changes in Mod 2 to Be Reflected on the Nod Number 1? That\'s
Kind of a Philosophical Question, Don\'t You Think?

A. Harold: That\'s Deep, and That\'s the Kind of Questions That We
Welcome Here, Because When We Create Concurrent Modifications, Remember
That the Numbers No Longer Correspond to The Actual Mod as it Is
Released And Given to Your Contractor. So the Question Is, Why Would You
Want the Changes from Modification Number 3 to Roll Back to Modification
1? If We Take a Step Back and Look At How the System Used to Work, It
Used to Go Mod 1, 2, 3, and The Number Would Predict When That
Modification Was Going to Go Out. That No Longer Holds. So, Really, in
this Case, I Went And I Released 2, and Then 3, And Then 1. So the
Reason Weep Need to Get Those Changes from 2 to 3 into Modification
Number 1 Is Because Modification Number 1 in Fact Is Going to Go out
after Modification 3. So Those Changes That the Vendor Already Knew
about for Mod Three Need to Be Reflected in Mod 1. If Not, Then Mod 1 Is
Really out Of Date. So it Needs to Be UPDated or All Of Those ‑‑ All
Those Changes in Previously Released ‑‑ There\'s That Word Again ‑‑
Previously Released Modifications Will Be Incorporated into the One
That\'s Going to Go out Next. So It\'s a Good Question, Why Would You
Want Something from Mod 3 in Mod 1, but in this Case We Have to Throw
out That Old, Hate to Use this Word, Paradigm And Bring in the New
Paradigm For Concurrent Mods and Know That the Sequential Number No
Longer Predicts Which Mod Is Going to Be Sent out First and Which Mod
Will Be Sent out Second. So I Hope That That Answers the Question If
That Not, She Can Pick up the Phone and Call Us. We Can Really Have a
Dialogue About It. There Is One Other Way That We Can Create Concurrent
Modifications and We Have Not Done That Yet. So I\'m Going to Go Ahead
and Show How That Is Done. This Enhancement Really Will Help Those
Contracting Officers Who Are Working Together as a Team on One Contract.
I\'m Going to Go Ahead and Close This Folder of Concurrent
Modifications, but Don\'t Worry, We\'re Not Done Discussing it Just
Because I Closed the Folder. I\'m Going to Go Ahead to the
Award/selection Folder and this Folder Is Aptly Named Because That\'s
Exactly What I\'m Going to Do. I\'m Going to Select an Award. Now, this
Award That I\'m Going To Modify No Longer Needs to Be On My Desktop. So
I Can Real ‑‑ Really, I Don\'t Have to Highlight Anything to Create a
Modification Now with IDEAS‑PD 4.1. So I\'m Going to Leave Nothing
Highlighted on My Desktop and Many of You Are Thinking, Don\'t Do It,
You\'ll Just Get That Message That Says You Need to Highlight an Object
on Your Desktop. Gotten it Before, Going to Get It Again. So Here I Am
Boldly Highlighting Nothing on My Desktop. I\'m Going up to the
Procurement Menu, Going to Go to Post‑award, Modification, Contract.

H. Mentore‑Smith: Wow!

A. Harold: it Didn\'t Give Me The Message. Whew!

H. Mentore‑Smith: It\'s Even Asking You for Some.

A. Harold: I\'m Going to Be Able to Continue. So Here I Can Enter Search
Criteria and Search for the Award, to Which I Want to Make a
Modification. Here I Can Enter in the Award, Which in Most Cases I Would
Probably Know the Award Number Or the Document Title. I Can Search by
Either. Over on the Right Side of the Screen Is the Award Type. Here
I\'m Just Going ‑‑ I Could Go Ahead and Choose, for Example, an Sf 1449
Contract. Ok? So I Know the Award Type but in This Case I\'m Not
Entering the Award Number or Document Title. As in Any IDEAS‑PD Search,
the More Criteria You Give, the More Successful Your Search Will Be. I
Am Sure Many of You Have Figured That Out. Ok. I\'m Going to Go Ahead
and Move My Arrow to the Left Side to Search. It\'s Going to Search My
Small Demonstration Database, So Don\'t Worry. It Won\'t Take Too Long.
Here it Came up with All of Those Contract Awards That Are In the 1449,
and it Lists Those For Me. I Can Go Ahead and Choose Any of These and
Create a Modification.

H. Mentore‑Smith: Even Modifications under That Window?

A. Harold: That\'s True. What\'s Listed Here Is the Most Recently
Released Contract. So ‑‑ or Contract Modification. So If Contract
Modification Number 4 Is Your Most Recently Released Contract
Modification, It\'s Going to Show up Here. So It\'s the Most Recently
Released Document. So If We Go Back to the Window, We Will See That
First Listed Are Six Contract Modifications. Those Are the Most Recently
Released. Down at the Bottom, the Last Two, Are Original 1449 Contracts
Have That Also Been Released. So ‑‑ for the Last Two, the Award Is the
Most Recently Released. For the Top Six, the Modification Is the Most
Recently Released. So I\'m Going to Go Ahead and Choose an Award and
Make a Modification to It.

H. Mentore‑Smith: I Don\'t Know If I like This. You\'re Actually Getting
a Contract off of Someone Else\'s Desk and Someone Else Is Going To Be
Making a Mod to it ‑‑

A. Harold: That\'s Right. It\'s No Longer ‑‑ it Is No Longer Requirement
That That Document ‑‑ That You\'re the Owner of That Document or That
Document Is on Your Desktop.

H. Mentore‑Smith: How Can I Ensure the Integrity of That Document.

A. Harold: Hope Is Feeling a Little Nervous about this Because in the
past She Had to Have the Document Oner in Desktop Before She She Could
Go Ahead and Make a New Modification. Now She Feels Uneasy Because Now
Can You Create a Modification to A Document Even If You\'re Not The
Owner to It. But Don\'t Worry, Hope, All of The IDEAS‑PD Security Still
Applies Here. So I Could Choose Your Award That\'s Not My Desktop, It\'s
on Yours, and Create a Modification To It, but Only If I Have Those
Security Rights.

H. Mentore‑Smith: So Only Someone Who Has the Authority to Do That Would
Be Able to Do That.

A. Harold: in Most Cases Fur Sharing the Contract Responsibilities, You
Are Going Noon Close Communication with That Person. And So Throughout
this Concurrent Mods, If You Are Working with Another Contractor On One
Award, You\'re Going to Need to Communicate with Them as Always. I Am
Sure You Do That Anyway. And If You\'re the Contract Specialist, and
You\'re the Only One Working on this Contract, You\'re Going to Want to
Also Keep Track of the Changes You\'re Making. So I\'m Going to Go Ahead
and Create this Award, Each Though It\'s Not on My Desktop Put in My
Change and It\'s Going to Open My Sf 30 Form. And Here Is My Document. I
Can Go Ahead and Make the Modification or Just Leave it Open as a Draft
and Modify it Later. Going to Go Ahead and Close the Modification. And
Save. And You\'ll See That this Modification Now Is in Whatever
Container I Had Opened When I Went to Create It, When I Went To Follow
That Menu Option. So I\'m Going to Go ‑‑ It\'s in My Word Selection
Window. Ok. So If I Wanted to Create Another Modification, I Could, of
Course, Go Ahead and Do That Because I Have the Security Rights. So
That\'s Two Different Ways to Create Concurrent Modifications, Either on
Your Desktop or ‑‑

H. Mentore‑Smith: Through the Award Selection?

A. Harold: the Award Selection Window. I Don\'t Know That We Brought out
Yet the Important Thing, and We\'ve Been Talking about a Lot Of
Contracts, Concurrent Modifications Is a Contract Management Tool. So
That Means That this Will Not Work for Simplified Purchases. So When I
‑‑ When I Selected 1449 Contracts, Only Contracts Showed Up. If I Was
Creating a 1449 Simplified Purchase, Then the Old Rules Would Apply. I
Would Have to Release One Modification Before the Next. So It\'s Really
a Contract Management Tool.

H. Mentore‑Smith: Keep in That Mind. Ok. Well, We\'re Going to Be Making
a Break for Lunch Pretty Soon, but Before We Do, Here\'s Some Food For
Thought. Think Point Number 5. If a User Edits a Modification And Later
UPDates That Modification, Will the Edits Made to the Draft Modification
Be Overwritten? We\'re Going to Show That to You.

H. Mentore‑Smith: with That Final Think Point We\'ve Come to The End of
Our Morning Session. By the Way, We\'ll Answer That Question and Give
You the Rest Of the Story on Concurrent Mods Right after Lunch. We\'re
Going off the Air Now for Our Mid‑‑day Break. When We Get Back, We\'ll
Look at Some Additional Enhancements and Have a Demonstration of PDweb.
Remember, When We Come Back, We\'ll Be Right Here on Satellite Telstar
5, Transponder 5. So Keep Those Receivers Right Where They Are. We\'ll
Give You a Short Test Signal at 1:00 P.m. Mountain Time. See You Then.

H. Mentore‑Smith: Welcome Back to Our Demonstration of IDEAS‑PD. In this
Segment of Our Program We\'re Going to Finish up Concurrent Mods Before
We Review Some Additional Features of Version 4.1. Then We\'ll Explore
the Advantages of the New PDweb. Again, I\'m Joined by Annmarie Harold
of American Management Systems.

A. Harold: Hello, Hope.

H. Mentore‑Smith: Before We Broke for Lunch, We Had a Fax Come in with a
Question on the Types of Documents You Can Use With Concurrent Mods. I
Think We\'re Going to Answer That Question a Little Later in The
Demonstration, So We\'re Going to Hold off a Little While And We\'ll
Come Back to it a Little Later. We Know That Concurrent Modifications
Will Take Some Time to Get Used to Because it Changes the Fond Mental of
IDEAS‑PD. Remember, with this or Any Other Topic, If You Have a Question
or Comment, Just Give Us a Call or Send Us a Fax.

H. Mentore‑Smith: I\'m Sure You You Are Waiting for the Answer to That
Prebreak Think Point Which Was If an User Edits A Modification and Later
He Had Its the Modification Will the Edits to the Draft Modification Be
Overwritten? I Bet We Got a Lot of Answers to That Question Both \"Yes\"
or \"No,\" Annmarie. So Who Is Right?

A. Harold: Let Me Tell You, Hope. It Depends. The Only Fields That Will
Be Overwritten Are Those Fields That Appear in the Modification Change
Window like We Saw Before Lunch. So, If One of Those Fields Was Edited
on the Draft Modification, the Edit Will Be Overwritten on UPDate. So
the Answer Is Yes If the Edit To the Draft Modification to Was One of
These Fields. However, If Other Fields Remain Unchanged, So the Answer
Is No If the Edited Field Does Not Appear in the Modification Change
Window. That Field Will Remain Unchanged. I\'ll Be Reviewing this Point
as We Continue in Concurrent Modifications.

H. Mentore‑Smith: Now That We Have an Excellent Understanding Of the
UPDate Process for Concurrent Modifications, We Are Red Tee Examine Some
of the More Complicated Scenarios. Because Line Item Changes and
Additions Will Be Common in Concurrent Mods, Annmarie Will Demonstrate
Some Line Item UPDates. As We Know, Every Contract Award Needs an
Associated FPDs Documents. With Concurrent Modifications, FPDs Documents
May Also Need UPDates. Annmarie Will Also Demonstrate UPDates to the
FPDs Documents. That\'s the Rest of the Story. So, Annmarie, Let\'s Get
Started.

A. Harold: Ok. Thank You, Hope. Before the Afternoon Break, We Talked
about Concurrent Modifications and We Went Through a Simple Scenario So
That Everybody Would Feel Comfortable with the UPDate Process. We
Changed ‑‑ Created Some Concurrent Mod Faux Indications, Which Was Very
Exciting and Then We Released Those Modifications And We Saw How That
Would Affect Draft Modifications on the Desktop That Were ‑‑ That Became
In Need of an UPDate. We Also Talked a Lot about the Most Recently
Released Modification and That Was Important Because Now the Mod
Numbering, as We Heard from That Fax, Is No Longer the Way in Which
Those Modifications May Be Released and Submitted to the Vendor. So
We\'re Going to Go Ahead and I\'m Going to Demonstrate this Afternoon
Some Changes to Line Items, Because When I Presented This Information in
Rest Ton, Virginia, They Told Me That Really One of the Biggest Changes
in Managing Concurrent Modifications Will Be with the Line Items. So
I\'m Going to Show You an Example of That. So I\'m Going to Go Ahead and
Go Back into Procurement Desktop. And in My Concurrent Modifications
Cabinet Where We Left Off, I\'m Going to Open the Folder Called Line
Changes. In this Folder What I Have Is an Sf 26 Award, and That Award
Has Been Approved and Released. Now I Have Concurrent Modifications, Two
Draft Modifications to the Same Award In this Folder, and Appropriately
this Document Is Called Line Changes, Because That\'s What I\'m Going to
Do. So I\'m Going to Go Ahead up to The First Modification and Open That
Modification. I\'m Going to Move My Cursor to The Lines Tab, and Here I
Have Line 1 and Line 2. These Are Unchanged from the Original Award.
I\'m Going to Go Ahead and Make a Modification to Line 1. So I Will
Double Click on Line 1 To Get to the Line Item Detail. Here Is My Line
Item Detail Screen. I\'m Going to Go Ahead and Add a Quantity of 5 to
this Line Item. So Now Instead of 12, We Have 17. And the Cost Is \$100.
So That Added an Additional \$500 To My Cost. That\'s All I Wanted to
Change, So I\'m Going to Go Ahead and Close Line Item Detail and I\'m
Going to Go up to the Contract Level Funding, Because We See Here Now My
Total Cost Is \$2900, But My Original Award Was Only Funded for \$2400.
So I\'m Going to Go Ahead and Add Some Additional Funding in My Contract
Level Funding at the Top. I\'m Going to Click the More Button. That Will
Open up My Funding Detail. And on the Amount of Mod Line I\'m Going to
Add \$500. My New Total Will Be \$2,900. I\'m Going to Go Back and Click
Ok. And Now I Have the Total Amount Of Funding to Cover this
Modification. So I\'ve Added ‑‑ a Quantity of Five to Line 1 and I Have
Added \$500 to the Contract Level Funding.

H. Mentore‑Smith: Ok. So Far So Good.

A. Harold: I\'m Going to Go Ahead and Close this Document. And I\'ll
Save It. But I\'m Not Ready to Release That Yet. So I\'m Going to Keep
it as a Draft Modification on My Desktop. Now I\'m Going to Go and I\'m
Going to Make Some More Line Item Changes. This Time I\'m Going to Use
Modification Number Two. So Back on My Desktop I\'m Going To Move My
Cursor up to Modification Number 2 and Open That Modification. I\'m
Going to Go to the Lines Tab. And Here I\'m Going to Modify Line 2. I\'m
Going to Go down and Click On Line 2 to Open the Line Item Detail. In
this Case, I\'m Going to Go Ahead and Subtract 3. So Instead of 12,
Which I Inherited from My Original Award, I Now Only Want 9. That\'s
Going to Affect My Cost By a Negative \$300. I\'m Going to Go Ahead and
Close Line 2, and ‑‑ So I\'ve Edited Line Two by Subtracting 3 Which
Affected by Cost by \$300 and Now I\'m Also Going to Add a Line, Add a
Line 3. I\'m ‑‑ So I\'m Going to Go Back To My Desktop and Go up to the
Line Menu, Add a Line. That Brings Me Right Back to My Line Item Detail
Screen. For Line Three. I\'m Going to Enter the Information for Line
Three.

H. Mentore‑Smith: Oops, We Didn\'t Want to See That One Yet.

A. Harold: Sorry.

H. Mentore‑Smith: I Better\' Going to Call this Line 3, Aren\'t You?

A. Harold: I Am, Just to Show My Creativity. I\'m Actually Going to Call
it Line 3, but a Little More than That, I\'m Going to Call it Line
3‑added on Mod 2, Because I Want Us to Remember That this Is the Line 3
That Was Added on Modification Number 2. Obviously You Will Not Be
Naming Your Lines this Way, but You Will Need to Remember. It Is Going
to Be Important for To You Remember When You\'re Doing Your Concurrent
Mod Management. I\'m Going to Make this 10 Items, And the Cost of These
Items, I Need to Set These in the Tab Button, the Cost of These Items
Are \$50. So That\'s Going to Add \$500 to My Cost. So Line 3 Was the
Line 3 Added On Mod 2. It Was a Quantity of 10, \$50 Each, for \$500.
I\'m Going to Go down to Close. Ok. So I Have Line 2, Which I Subtracted
Three Items From, and I Have Line 3 That Was Added, 10 Of Those for
\$500. So Now My Total Cost and My Total Funding Doesn\'t Match. So I\'m
Going to Add Some Funds To Modification Number 2. So I\'m Going to Go up
to the More Button, Click on More, and Then I\'m Going to Add \$200.
Click the Ok Button. Now I\'ve Added \$200. So on this Mod I Will Be
Obligating \$200. So I\'m Going to Go Ahead and Close this Modification
Because I\'m Done with My Changes. And I\'ll Save It. Ok. So Now I Have
Two Draft Modifications on My Desktop, and For Both of These, I\'m
Managing Different Line Changes. So on the First Modification, I Changed
to Line 1. On the Second Modification I Changed Line 2. And I Add Add
Third Line, Called Line 3.

H. Mentore‑Smith: Correct.

A. Harold: All Right.

H. Mentore‑Smith: I Better\' Going to Release Mod 2 First, Aren\'t You?

A. Harold: Yeah, Why Not? Because We\'re Shifting That Paradigm. Might
as Well Go All the Way. I\'m Going to Go Back to My Desktop and Hope Is
Right, I\'m Going to Release Mod 2. So I\'m Going to Go up to Mod 2,
Highlight That, Go to Procurement, and Release. And, Again, It\'s Going
Through All of the Steps it Needs to Do On Release Now, Which Is
Recording the Changes and Implying the Release, So it Took A Little
Longer, as We Can Tell. Now I\'m Going to Go into Mod Number 1, and I\'m
Going to Go to Procurement Release Because I\'m Ready to Release That
Document As Well. I Remember Now Mod 1 Is a Draft Modification in Need
of an UPDate. So this Is ‑‑ this Is Telling Me I Need to Go Ahead and
Reopen This Modification and Apply the Changes. So I\'m Going to Say,
Oh, Makes Since. So I\'m Going to Go to Modification 1, Double Click on
Modification 1, and I\'m Going to Get the Modifications Changes Window
Again. Since I Have Read the Description and I Understand Concurrent
Mods, I Am Going to Go Ahead and Look Only at the UPDate Part, and the
UPDate Says Clauses, Which I Know Are Overwriten Every Time, So That\'s
No Surprise, and Also Contract Level Funding. Contract Level Funding I
Know Was Changed on Mod 2 Because I Had to Add \$300 to Cover My Changes
on Mod 2.

H. Mentore‑Smith: So Does the UPDate Process Work the Same for Contract
Level Funding as for Line Item Funding?

A. Harold: it Works Little Differently. On Contract Level Funding, That
Is Counted as One Object. So the Contract Level Funding Will Be
Overwritten on UPDate, As it Says on My Modification Changes Window.
Line Item Funding Goes along Appropriately with the Lines. So If You
Change Line Item Funding, It\'s Going to Show up In Your Modification
Changes Window to a Chalk to a like Item And Only That Line Item Will Be
Overwritten.

H. Mentore‑Smith: and Everything Else Will Stay Intact, If You Have
Additional Lines?

A. Harold: Yes, but Everything about That Particular Line Will Be
Overwritten, but If You Have a Line 2 and 3 and Overwriting Line 1, 2
and 3 with Stay Intact with Their Funding In That this Case Here, in Our
Modifications Changes Window Here, I Have Contract Level Funding, So I
Know That the Entire Contract Level Funding Will Be Overwritten When I
Accept this UPDate. The next Item Here Is Line 2, And it Says, Line Item
0002 ‑‑ It\'s Telling Me It\'s Line Item 0002, and That Means on My
Draft Modification I\'m about to UPDate It\'s Line Item 2, and it Gives
Me the Short Description of That Line and in My Case it Says Line 2. So
Line Item 0002, Sort Description Being Line 2, Has Changed. Ok. So I
Know Line Item 0002 Has Changed. Line Item Header and Footer Text, I
Know That\'s There Because Those Are Always Overwritten. Then it Also
Says a Line or Lines Have Been Added. So Reading this I Know There Has
Been a Modification That\'s Been Released, and on That Modification or
Modifications, There\'s Been a Change to Line 2, And a Line or Lines
Have Been Added. Ok? Since I\'ve Been in Close Contact With the Other
Contracting Officers Working on this Document, I Know That There\'s Only
Been One Modification Release and I Know That They Did, Indeed, Change
Line 2 and That Also One Line Had Been Added. So I\'m Pretty Sure
What\'s Going To Happen When I UPDate This. So Back on My Desktop I\'m
Going To Go to Accept These UPDates. So this Is Actually UPDating This
Draft Modification. To Do That I\'m Going to Go down To Yes and Click
Yes. The System Will Go Ahead and Apply the Changes and Open My Form. So
to See the Changes, I Would Go to the Lines Tab, and on the Summary Page
I Can See That There Are Changes Already. Remember I Changed Line 1 the
Last Time That I Was in Mod 1. Those Changes Are Still There. They Were
Not Overwritten. Because ‑‑ and I Did Not Expect Them to Be Because it
Did Not Say That Line 1 Would Be Overwritten on My Modification Changes
Window.

H. Mentore‑Smith: Only Line 2.

A. Harold: and I Know Line 3 Was Added. So Line 1 Is Exactly like I Left
It, Mod 1, Add Quantity of 5. So It\'s There with \$1700. Line 2 Was
Overwritten. Previously on Mod 1 There Were 12, but since it Was
Overwritten, Now There\'s Only 9. Remember, I Subtracted 3 on Mod 2. So
it Was Overwritten with the Information from Mod 2, Just Like it Told
May it Would Be. Line 3 Was Added on Mod 2. Luckily I Put That Little
Note In There. And There Were 10, \$50, \$500. So My Line Items Make
Total Sense to Me and I\'m Happy and I Feel Confident about Those. Now I
Look at My Total Cost and My Total Funding. Here\'s Where Your Question
Comes In. You Will Notice That the Total Funding Field to the Left Is
\$2600. But My Total Cost to the Right Is \$3100. So I\'m a Little off
Here and Even Though I Added That \$500 in On My First Mod, I Need to Go
‑‑ So Even Though I\'ve Added it In, It\'s Been Overwritten, as I Knew
It Would Be Because it Said Contract Level Funding Is Overwritten. So
I\'m Going to Have to Go Back And Add That Additional \$500 Again,
Because My Contract Level Funding Was Overwritten. So I\'m Going to Go
up to the More Button, and You Can See That in Here the \$2600 from Mod
2 Has Taken the Place of the Original Funding Amount and I\'m Going to
Add the Extra \$500 and Click Ok. Ok. So Now Our Funding Matches and
I\'m Happy with My Mod. I\'ve Accepted the Changes from Mod 2, and the
Changes I Made to Mod 1 Are Still There for the Lines. So I\'m Going to
Go Ahead and Close This. And Save It. Now I Have an UPDated Modification
Number 1.

H. Mentore‑Smith: Annmarie, We Have a Question That Came in From
Kathleen Burke at the National Park Service in Washington, D.c. and I
Believe We Heard from Her Before. Welcome Back, Kathleen. Thanks for
Your Fax. I\'m Going to Have to Read this Question, Because It\'s Very
Lengthy, and I Want to Make Sure We Get it Righted. Kathleen Wants to
Know ‑‑ When Using Contract Level Funding, Can You Modify an Award Which
Goes into Another Fiscal Year? For Example, Contract Awarded in Fiscal
Year \'99 Using Contract Level Funding, and Then a Modification Needed
to Change The Account Number from the Fiscal Year \'99 to Fiscal Year
2000. Can this Be Done and How? And Also How Would You Do That On a
1442? That\'s a Pretty Big Tall Order.

A. Harold: Those Are Two Separate Questions. I Will Answer the First One
First. Can You Modify Award Which Goes Into Another Fiscal Year?

H. Mentore‑Smith: Basically Change the Account Number, Put a New Fiscal
Year on it and I Believe Probably Maybe Even Put Some More Money for the
next Fiscal Year.

A. Harold: Can You Absolutely Do That. If You Want to Create a
Modification That Will Change The Funds from ‑‑ You Created it And it
Was One Fiscal Year and Now You Need to Make a Modification to That to
Change The Funding So That it Now Is Funded with this Fiscal Year, Can
You Do That Just as You Would in IDEAS‑PD 4.0. The Only Difference Is
That Once You Make That Change and You Release That Modification That
Has the New Fiscal Funding, Any Draft Modification That\'s on Your
Desktop Will Now Be out of Date, or in Need of an UPDate. So What Would
Happen with That Contract Level Funding That\'s Now a New Fiscal Year,
Any Draft Modification That Had the Old Contract Level Funding
Information in There Would Need To Be UPDated. So the next Time That You
Went Back to That Draft Modification With the Old ‑‑ with the Old Fiscal
Information, When You Go To That Modification Changes Window, Remember
That Contract Level Funding Will Show Up. And If You Accept Those
UPDates, Or I Should Say When You Accept Those UPDates, Then Your
Contract Level Funding Will Be Overwritten, and it Will Be Exactly as it
Was on Your Most Recently Released Modification. So the New Fiscal Year
Information Would Be Incorporated into Your UPDated Draft Modification.
So Just like When I Added Funds And That Was Overwritten, If You Change
the Funding Strip, That Will Be Overwritten.

H. Mentore‑Smith: There Wouldn\'t Be Any Difference on How You Would Do
That on a 1442, Would There?

A. Harold: No. I Can Go Ahead and Show a 1442. I Don\'t Know If I Showed
the Field Where You Would Actually Enter That.

H. Mentore‑Smith: Why Don\'t We Do That.

A. Harold: I\'m Going to Go Back to My Desktop and Highlight The Area on
a 1442 That You Would Use to Change or Modify Your Contract Level
Funding. I\'m Going to Go Back to My Cabinet Called PD‑41 Demonstration
and into My 1442. Unfortunately this Award Has Already Been Released, So
I\'m Going to Go Ahead and Show Anyway the Field. Although I Won\'t Be
Able to Edit It. I\'m Going to Tab over to Items 28 ‑‑ Discover That\'s
Not the Tab I Need. So I\'ll Go Back to 17‑27, and Here on the 1442 Is
Field 23 With the Accounting and Appropriation Data. So on a 1442 You
Would Go Ahead And Use this Field Here to Change That. Ok? So That\'s
Where on the 1442 Your Accounting and Appropriation Data Resides. Now
I\'m Going to Go Ahead and Close the 1442 Contract and Make A
Modification to It. So I\'m Going to Go to Procurement, Post Award,
Modification and Contract, and Here the ‑‑ as You May Know, the Form
That We Use to Modify an Sf 1442 Contract Is an Sf 30. So Here\'s Sf 30
Field, and You Can See If That You Go to the Lines Tab, into Contract
Level Funding, Your Contract Level Funding Will Reside in the Same
Place. So You Could Go Ahead and ‑‑ I Think You Need to Delete this
Funding Strip. And Add a New One. Because on a Modification, Any Line
That\'s Inherited from the Source Document Cannot Be Edited. But You Can
Go Ahead and Delete That Line ‑‑

H. Mentore‑Smith: Actually, I Believe You Zero it out and Then Add a New
Line. And That Actually, in Effect, Deletes the Line, Deobligates That
Part.

A. Harold: That\'s Exactly What it Did, Gave it a Negative 1200, Now
It\'s at Zero and Now I Would Have to Add a New Line of Accounting in
the Modification. I Would Put 1200 and I Would Choose the Appropriate
Template For the New Year.

H. Mentore‑Smith: Thanks, Annmarie. So Basically by Virtue of Using An
Sf 30 for Modification, it Pretty Much Works the Same Way On the Mod
Portion Every It. Thank You That I Hope That Answered Your Question.

\> We Have One More Fax That Came in from Linda at BLM in Medford and I
Believe That\'s Oregon. She Has Two Simple Questions. The First One, Can
You Delete Modification 1 after You Have Released Modification 2? So
I\'m Assuming She Means Modification 1 Is Still in a Draft State.

A. Harold: Yes.

H. Mentore‑Smith: Really Quick Answer. The Other One Is More of a
Philosophical Question, and That\'s, Can You Give an Example Of Why You
Would Want to Use Concurrent Mods and We\'ve Had That Question on and
off for Several Months Now.

A. Harold: I Actually Got a Lot of Information When I Went Out to Denver
and Also Reston And Worked with the Users and That\'s in Reston It\'s
When You\'re Negotiating Two Different Changes for Specific Line Items
And Maybe You\'re Negotiating, For Example, That ‑‑ You\'re Doing
Certain Kinds of Lighting And You\'ve Changed the Lighting Capacity from
40 Volts to 60 Watts ‑‑ Sorry, 40 Watts to 60 Watts and That Hasn\'t
Really Been Solidified Yet and Now You Create Another Modification
Because You Want to Change the Color of the Computer Case. So Now
You\'re Working on Line Item 2 for the Color and You Don\'t Know When
That Each Change Is Going to Actually Be Finalized, but You Keep Both of
These Mods Open at the Same Time.

H. Mentore‑Smith: That Makes Sense.

A. Harold: That\'s a Simple Example Why You Would Want to Manage Two
Modifications, Neither Finalized, at the Same Time. I Have Asked ‑‑
I\'ve Had a Really Nice Time Talking to a Lot of Users Through My
Delivery Of IDEAS‑PD 4.1 and They\'ve Given Me ‑‑ I\'ve Asked the Same
Question That You\'re Asking, When Would You Use This, and Do You Think
You Even Will Use This? And the Answer Was a re Sounding Yes, We
Definitely Will Use this And it Will Be Great to Use this In the System.
So, in Fact, Users Were Doing it Anyway, Now They Will Be Able to Do it
in IDEAS‑PD 4.1.

H. Mentore‑Smith: Thanks and Remember the Users Are the Ones Who
Actually Came up with the Need for Having Concurrent Nods IDEAS‑PD 4.1.

A. Harold: to Get Back to the Second Question, Can You Definitely Still
Delete the Document as Mod 1 If it Has Not Been Released Yet. Now Your
Concern Perhaps Is That You Have Mod 2 and You\'re Never Going to Have a
Mod 1 and That\'s True. If You Do Delete That, or If You Never Release
Modification Number 1, Really Your Modifications to That Contract Will
Be 2, 3, 6, 12, Whatever, That You End up Releasing. And the Other Ones
You Don\'t Release or That You End up Deleting Because You Decided You
Weren\'t Going To, in Fact, Make That Change, Those Numbers Will Not Be
Present. We\'re Going to Show You a Little Later How You Can Do a
Modification History Report That Will Show You All the Mods for That.
So, Again, We\'re Going to Have To Get Away from the Modification Number
Denoting the Order of the Finalization of Each Modification.

H. Mentore‑Smith: Thanks Again. Thank You, Linda. So You\'re Going to Go
Back to Our Demonstration, 1442, and You\'ve UPDated Mod 1.

A. Harold: That\'s Right. I\'m ‑‑ on My Line Item Changes I\'m Going to
Go Ahead and Open That.

H. Mentore‑Smith: and I Bet You I Know What Comes Next.

A. Harold: What Do You Think?

H. Mentore‑Smith: If We Release a Mod, I Guess We Have To Put it in That
Old FPDs System, Don\'t We?

A. Harold: We Should, but for The Purposes of this Demonstration, FPDs
‑‑ I Have Disabled, Conveniently, Because I Am Both the Database
Administrator, since the Database Is on My Desktop, and The
Administrator, I Have Taken The Liberty of Eliminating That Option.

H. Mentore‑Smith: Ok.

A. Harold: but You Bring up An Important Point, Because Now That We Can
Have Draft Modifications as We Saw on the Desktop, Modifications That
May Be There for a While Unreleased Because the Contracting Manager Is
Still Negotiating the Change, We Can Also Have Draft FPDs 279 Documents.
Those May Also Get Outdated, and That Is What I\'m Going to Demonstrate
Now. So I\'m Going to Close the Line Item Changes. If You Have Any
Questions about That Demonstration, Please Call Us. Our Lines Are Open.
Ok. So I\'m Going to Go into FPDs Folder, Double‑click There, and I\'m
Going to Go to the Right and Scroll down So That We Can See What I Have
Prepared Forness This Cabinet. Hope Had Mentioned That after Lunch I\'m
Going to Get into Some More Complicated Scenarios, and These Aren\'t
Really More Complicated, but It\'s You Need To Understand the UPDate
Process Before We Talk about This, but I Think Now That You Do since Our
Lines Are Empty.

H. Mentore‑Smith: Everybody Is an Expert Now.

A. Harold: So I Will Explain The FPDs UPDate Process as Well. So Back on
My Desktop I Have a Document in Here. It\'s a 1449. It\'s Been Approved
and Released. And My FPDs Has Been Completed Successfully and Submitted.
If I Move Forward, I See That I Also Have a Contract Modification Which
Is in Draft Form and an FPDs Which Is in Draft Form. I\'m Going to Go
Ahead and Create A Concurrent Modification 1449. I\'m Going to Highlight
the Original Award Because That\'s The Only One That Has Been Released
So Far, and Then I\'m Going to Go up to Procurement, Post Award.
Modification, Contract. And the Change I\'m Going to Make Here Is to the
Line Items Again. I\'m Going to Go Down, Open Line 1, and I\'m Going to
Add an Sic Code and Make it Cash Greens. I\'m Going to Close the
Document. And Close the Modification. And Save. Next I\'m Going to
Create an FPDs For this Document. So First I Have to Scroll up to Find
the Document I Just Created, Go over to the Left, Highlight That, up to
the Procurement Men Cue, down to FPDs, I\'m Going to Be Brave and Create
a 279. I\'m Wondering How Long it Will Take Me to Create this New 279
And I Think You\'ll Be Pleased to Find Out, Not Because of My Great
Skills, but Because Avenue Enhancement to IDEAS‑PD 4.1, This One Is
Going to Be a Lot Quicker. I\'ve Opened My 279 on My Desktop, and You
May Notice When You See this Form That Fields Have Defaulted Forward
into this 279. So Fields That Did Not Come from Either the Associated
Modification or Fields That Were Calculated on the Fly, If it Didn\'t
Come from One of Those Two Places, Then it Came from The Most Recently
Submitted 279. So I Think That Will Be Exciting For Everybody to Note,
and to Show You That I\'m Going to Go up To Items 20 and 29. You Can See
That the Fields That I Had Filled in on My Most Recently Submitted 279
Have Come Forward to My New 279. That\'s Really Going to Help Me Out
Timewise.

H. Mentore‑Smith: That\'s Going to Help Me Not Have to Fill Dead Air,
Too.

A. Harold: Exactly. One Thing That I Am Going to Change on this 279 Has
to Do With That Code. Remember That I Put in for My Sic Code 00 ‑‑ 0119.
And the Information That Came Forward Shows My Sic Code at 0111. So I\'m
Going to Go Ahead and Change That to the 9. So Information That Comes
Forward If It\'s No Longer Applicable Because of the Modification You
Made, Which Happened in My Case, You Can Edit Those Fields. They Just
Default In. So I\'m Going to Go Ahead and Close My 279 and We\'ll See If
I Have Any Errors. I\'m Going to Say Yes. Aha.

H. Mentore‑Smith: Good Job, Annmarie.

A. Harold: Now I\'m Ready to Release this Mod. This Is the Mod I Created
as Part of the Demonstration and This Is the Mod That I Changed The Line
1\'s Sic Code. So I\'m Going to Go up to Procurement, Release and Now
This Modification Is Becoming Released.

H. Mentore‑Smith: While We Are Waiting for That Release to Happen, We
Got a Fax from Someone in Montana Who Wants to Know Why We Can\'t Use
Concurrent Mods on an of 347 and That\'s Similar to the Fax We Got in
Before the Lunch Break and We\'re Getting Edie to Get to That. And
We\'re Going to Ask You That Question. It\'s Right after We Finish the
FPDs We\'ll Answer That Question For You.

A. Harold: We\'ll Also Have to Address the Why Behind and That Explain
the Requirements Analysis and the Process.

H. Mentore‑Smith: and We Will Do That. So Just Hold on One More Second.

A. Harold: So Back to the FPDs 279 UPDates, I\'ve Now Released My 1449
Modification, And I\'m Going to Go Ahead and Submit My FPDs 279 Document
That I Created Associated with This. I\'m Going to Go to Procurement,
Down to FPDs, and Choose Submit. Ok. Now I Have What We Have Commonly
Referred to as the Draft Modification on the Desktop, and Now We Also
Have a Draft FPDs 279 Form. So the First Thing I\'m Going to Need to Do,
Because My System Is Set up with FPDs Required Disabled, So That Means
That I First Need to Release My Award And Then Submit My 279. If Your
System Is Set up with FPDs Required Enabled, Then this Will All Happen
on the Release. As You Know, You\'ll Release Your Award and Submit Your
FPDs 279. So My System Is Set up the Other Way Where I First Need to
Release and Then I Will Submit. So I\'m Going to Go Ahead and Highlight
My Modification on My Desktop, Going to Go to Procurement and Release,
and Probably You All Know What\'s Going to Happen. Yes. First I Need to
UPDate. So I Need to Click Ok to this Message. Go Back over to My 1449.
And Reopen It. Ok Here I\'m Going to Go Again And Look at My UPDate
Window, Which Is What I Should Do Every Time I Get this Message. It Says
Clauses, I Understand That, Because I\'m Very Used to Seeing it Now, it
Comes in Every Time. This Says Line Item 1 Has Changed. I Know What That
Was Because I Personally Made the Change and What it Was Was I Added
That Sic Code. And Line Item ‑‑ Header and Footer Text Has Also Changed.
It Will Also Be Overwritten, Although it Hasn\'t Changed. So I\'m Going
to Go down and Choose Yes to These UPDates Because I Feel Good about
Them.

H. Mentore‑Smith: You\'re So Confident.

A. Harold: Ok. If I Went to the Line Item Tab, I Would See That That Sic
Code Had Changed. I Am Going to Go Ahead and Close This in the Interest
of Time and Now I\'m Going to Go Back and Release My Award. So I\'m
Going to Go up to the Procurement Menu, down to Release and this Time I
Know I\'m UPDated, So I Should Be Successful.

H. Mentore‑Smith: So It\'s Checking All the Changes and Making All the
UPDates Necessary. There it Is. There it Is.

A. Harold: So Now My Award Is Released and it Again Recorded All the
Changes and So I\'m Going To Go Ahead and Reopen My 279, Because It\'s
Been a While since I Created and it So I Wanted to See What Was in
There. I Cannot Open It. I Cannot Open it Yet, I Should Say. It Says the
Data on this 279 Has Been UPDated Due to the Submission of Another 279
Document. So this Is a Very Similar Message That We Saw Before. The Data
on the 279 Now Is in Need of an UPDate Because I Have ‑‑ I Have Changed
One of Those Fields That Comes in from the Most Recently Submitted 279.
So If It\'s One of Those Fields That Comes in from the Most Recently
Submitted 279, and It\'s In Need of an UPDate, the Message You Will Get
Is this One.

H. Mentore‑Smith: Wait a Minute, Annmarie. Is Everything Going to Be
Overwritten If I Accept the Changes? I Don\'t Want My Money to Change
And I Don\'t Want My Mod Number To Change.

A. Harold: Right. And They Won\'t. The Only Changes That Will Be
Overwritten Are Those Changes That Have Come in from the Other
Modification. So Fields That Come from the Associated Modification, Such
as Your Mod Number, or Calculated Fields Such as the Amount Obligated,
Will of Course Remain Unchanged. So We Willly the Only Fields We\'re
Talking about Are the Fields That Are Coming in for The Most re Centsly
Submitted 279, You Know Those Fields You Have to ‑‑ You Used to Have to
Fill in Yourself? That\'s What We Are Talking About.

H. Mentore‑Smith: Great.

A. Harold: That\'s an Important Point. That\'s Good to Know Before You
Make this Decision.

H. Mentore‑Smith: That\'s Right.

A. Harold: Here Is a Decision You Need to Make. If You Look on My Screen
at the FPDs 279 Changes Window, it Says, Data on this 279 Has Been
UPDated Due to the Submission of Another 279 Document That You Do You
Want to Overwrite the Fields With the Correct Data? This Time the System
Is Actually Asking You, Do You Want to Overwrite Them?

H. Mentore‑Smith: Not That You Have To, Just That You Want To?

A. Harold: this Is a Choice. Usually Talking to the Users Throughout Our
Time with IDEAS‑PD 4.1, Usually People Will Want to Accept this Change.
If You Don\'t, You Can Choose No And Go On. It\'s Not Going to Stop You
the Way it Does for the UPDate for The Actual Award Modification
Document. If You\'re 279 on the Fields That Come in from Recently
Submitted 279, It\'s an Option. I\'m Going to Go Ahead and Say Yes. I\'m
Going to Go Back to My Desktop and I\'m Going to Choose Yes to this
Question. When I Open My Document, You Can See That My Sic Code, Field
13, Has Been Changed from 00 ‑‑ 0111 To 0119. And, of Course, My Mod
Number Is Still and My Amount Obligated Comes from My Award. So I\'m
Going to Go Ahead and Close This. And the Last Thing I Want to Tell You
about 279 Documents, I Will Need to Create New Modification. I Will Do
That. I Can Highlight Any of the Original Awards or the Modifications.
I\'m Going to Go up to Procurement, Post‑award, Modification, Contract.
Create a Modification to the 49 And Click Ok. I\'m Just Going to Go
Ahead and Close this Document. And Save It. Next I Will Highlight this
Document and Create an FPDs 279 Form. And Then Say Ok. Now I\'m Going to
Go Ahead and Close this 279. Ok. Now Here Is Another Draft Modification
and a Draft 279. There Is One Other Way That Your Document Might Get out
of Sync, And this Is If You Change the Vendor or the Contracting Officer
on Your Actual Award. So I\'m Going to Go Ahead and Do That. So as a
Result of Modification ‑‑ Concurrent Modifications, Your Draft
Modification on Your Desktop May Change after You\'ve Already Created
Your 279. So You Have a 279 Draft, You Have a Draft Modification, but
Your Draft Modification Might Change Based on Another Release. So I\'m
Going to Go Ahead to Items 14 Through 16 and I\'m Going to Go down and
Select a Different Contracting Officer. I\'m Going to Select Angela
Anderson. I\'m Going to Go Up, Close the Modification, Say Yes That
That\'s Fine. I\'m Then Going to Open My 279. I See That My 279 Is Now
out of Date Because the Information From Myself Who Was Previously
Listed as Contracting Officer Came into the 279. The 279 Stayed on My
Desktop as A Draft, and I Changed the Contracting Officer in My
Associated Modification. So Now You\'re Probably Thinking, Oh, I Don\'t
Want to Have a Choice for That. If I Change My Contracting Officer, I
must Change it on the 279. The Other Field Is Your Vendor. If Your
Vendor Changes on Your Associated Modification That Goes with That 279,
You Better Change Your Vendor on Your 279.

H. Mentore‑Smith: Right.

A. Harold: I\'m Going to Show On My Desktop What Happens Here. You Get
an Error Called the Revised Data. Meaning You Have Revised Important
Data on Your Modification. The Information on the Associated
Modification Has Changed. So We\'re Not Talking about Information from a
Different 279. This Time We\'re Talking about Information ‑‑ Something
Has Changed That\'s Actually on Your Award. PD Will Now UPDate These
Fields On the 279. So You Have No Choice. I\'m Going to Say Ok. Then
I\'m Going to Go to Items 47 Through 49, and I See That Angela\'s
Information Has Been Filled in Here. So the Information from ‑‑ Because
the System Recognized That Angela Is the Contracting Officer Listed on
My Associated Modification, it Fills in Also Her Telephone Number, and
That Comes from Her User Profile. I\'m Going to Go up to Items 1 Through
19 and Show If That I Had Changed the Vendor, Then the Contracting Name
in this 279 Would Have Changed along with Other Information That Goes
with The Contractor. That Information Includes 16, The Contractor\'s
Identification Number, as Well as Items ‑‑ I\'m Going to Click on 37. 37
for the Contractor\'s 10, 38 For the Common Parent\'s Name, And 39 for
the Common Parent\'s Tin. So Those Are the Two Ways FPDs 279 Can Get out
of Date and the Two Things the System Well Allow You to Do to Correct
Those Before You Submit Your 279.

H. Mentore‑Smith: We Have One More Fax I Would like to Get To. It\'s
from Steve Rollings in Denver His Question Is Sometimes He Wants to
Create a Stand‑alone Rfp Because the User Hasn\'t ‑‑ The Requisitioner
Hasn\'t Gotten The Requisition. His Question Is When the Pr Received,
Can You Mod the Rfp ‑‑ That\'s an Amendment Actually, to Amend the Rfp
to Add Funding Information Such as the Funding Strip and the Funds? I
Don\'t Know If it Makes a Whole ‑‑ If it Matters to Add it on The Rfp
Versus the Award, but Can You Do That?

A. Harold: Can You Do That And the Way Would You Do That For ‑‑ I Don\'t
Know If He\'s Talking about a New Form or Not, But He\'s Using Rfp. If
it Is a 1449, Then He Would Go to the Line Items Tab in the 1449 and
Attach the Line.

H. Mentore‑Smith: Which Is What Would You Do with it in Form.

A. Harold: but Now He\'s Going To Already Have Those Lines on There. So
He Would Attach the Lines and If It\'s Contract Level Funding, The
Contract Level Funding Comes Along with the Lines and Then He Would Need
to Delete Them out From His Line Item Detail Because He Doesn\'t Want
Them to Be Duplicated.

H. Mentore‑Smith: So Delete The Previous Two ‑‑

A. Harold: or the Ones That Just Came On.

H. Mentore‑Smith: All You Want Is the Funds So You Don\'t Have to Worry
about the Line Items.

A. Harold: but to Get the Funds You Have to Attach the Line Items.

H. Mentore‑Smith: Hope That Answered Your Question, Steve. Now That We
Fin Wished the FPDs, Did You Think We Were Going to Let You Get Away
Without One Last Think Point to Ponder? No Way. Here it Is. In What Case
Will the Concurrent Modification Feature Wick with An of 347. We\'ll Be
Back with That Answer In a Minute.

Concurrent Modifications Are Only Used for Contract Management. That\'s
a Contract Management Tool. So Is There Ever a Time When Would You Use
an of 347 as Part Of Your Contract Management?

A. Harold: It\'s True That the Concurrent Modification Process Only
Applies to Contract Management. So If You Create an of 347 as a
Simplified Purchase, You Would Not Be Able to Create Concurrent
Modifications. Concurrent Modifications Do Not Apply to Simple ‑‑
Simplified Purchase. However, If the of 347 Is a Delivery Order or a
Task Order Against an Existing Contract, The Concurrent Modification
Process Will Apply. So Simplified Purchases, No Concurrent Mod Logic.
Contract Management Tool, Concurrent Mods.

H. Mentore‑Smith: I Hope That Answered the Questions to the Two Faxes
That We Had Earlier. You Cannot Recreate a Concurrent Modification to a
Straight of 347. It must Be a Delivery Order or Task Order Form. Ok? So
We\'re Going to Move on and as Annmarie Has Just Demonstrated, There\'s
Quite a Bit Behind Those Concurrent Modifications. Therefore, Many Other
System Enhancements Were Needed in Order for Concurrent Mods to Work
Properly. As You\'ve Probably Noticed, Modification Numbers Are Now Four
Digits. The Modification Number for the First Modification Is Now
Editable. You\'ve Already Heard That FPDs Data Now Defaults from the
Previous 279 in the Data Fields. Obligation Approvals Through the FPDs
Interface Will Release upon Contract Award and That Modification History
Report Was Added to the System. This Report Will Help Contracting
Officers Keep Track Of the Order in Which Modifications Are Released.
The Enhancements I Just Mentioned Are Listed on Page 20 Of Your Course
Handout and an Ma Real Will Now Demonstrate Those. Annmarie?

A. Harold: Ok. We Already Talked about Some Exciting Enhancements That
Have Been Included as Part of Concurrent Modifications, and One Is the
279 Default Coming Through. I Demonstrated That. The 279 Information
Defaults From the Most Recently Submitted 279. So Let Me Go to My
Desktop and Demonstrate the Others. The First One Is Modification
Numbering and If I Go and Click On My Modification Numbering Folder,
I\'m Going to Go Ahead And Highlight My Purchase ‑‑ I\'m Sorry ‑‑ My
Award. Wait a Second. I Need a New Award. Excuse Me. I\'m Going to Make
a Copy From. This Will Make My Award a New Award.

H. Mentore‑Smith: the Perils Of Live Tv.

A. Harold: the Important Part Here Is Really That it Is from The
Original Award, Because It\'s Only the First Modification Number That Is
Editable. So That\'s Why I Needed to Go Ahead and Create a New Award. So
Now I Have a New Award and I\'ve Released That Award. I\'m Going to Go
Ahead and Make a Modification to That. I\'m Going to Highlight the
Award, Go to Procurement, Post‑you a Pardon, Modification, Contract. A
Path I\'ve Been down a Few Times Today. But I Don\'t Want to Go to
Contract this Time. I\'m Going to Go to Procurement, Post‑award,
Modification, Simplified Purchase. You Can See Here That My Modification
Number 1 Came Through, and Here Is Two Things That Hope Listed. First of
All, It\'s Four Digits. You Probably Already Noticed This. It\'s Now
Four Digits, the Modification Number. In the past it Was a One Digit.
And this Was Done Because the FPDs Field Defaults to a Four‑digit Field.
The Other Thing to Notice about This Is That the Number Is Blue, Which
Means to All You IDEAS‑PD Users That It\'s Editable, and Troops. This Is
Going to Be Especially Important, I Know Many of You Are Thinking, this
Would Have Helped Me When I Started with IDEAS‑PD Because I Had an Award
And I Had 58 Modifications and I Had to Enter All 58 of Them Get To
Number 58. So We\'re Going to Help out Those People That Are in That
Similar Situation. You\'re Thinking It\'s a Little Late for Me. But Here
it Is. The First Number Is Editable, So I Can Change this to 58. Now
I\'ve Entered My Original Award into the System, I Can Start on Any
Modification I Would like Within Reason. Maybe Not 9,999. But I\'m Going
to Start with 58, Put My Reason for Modification In, Click Ok, and Here
I Am on Mod 58. I\'m Going to Close Mod 58 and Save It. Then I\'m Going
to Create Another Modification. Remembering to Go to Simplified
Purchase. Now, There\'s an Example of the Simplified Purchase. So What
Do I Need to Do? Release.

H. Mentore‑Smith: Release It, That\'s Right.

A. Harold: I Have to Release It Before I Can Create a New Modification.
For the 1449 it Will Work for If You It\'s a Contract but Not If It\'s a
Simplified Purchase. So Mine Was a Simplified Purchase. So I Went Ahead
and Released It. Now I\'m Going to Highlight My Award, Go up to
Procurement, Post Award Modification, Simplified Purchase, and Here We
See That 59 Has Come In. Now 59 Is Not Editable. So after You Enter Your
First Modification Number, Edited the It, the next Number Will Come
Through Sequentially and it Will Not Be Editable. Ok. Now I\'m Going to
Hit the X and I\'m Going to Go to the next ‑‑ The next Mod Enhancement
That Hope Described Was That on an Obligation Approval Through Ffs, The
Release of the Award Is Now Automatic. So When I Obligate ‑‑ If I\'m
Using the PDfss Interface I Do An Modification it Will Automatically
Release My Award. Those of You Using FPDs Required Enabled, it Will
Automatically Submit Your Modification. The Reason We Did this Is Once
You Obligate an Award, You Don\'t Want the Chance for it to Become
Outdated or in Need of an UPDate. So Once You Obligate It, It\'s Also
Released. I\'m Going to Go Ahead and Show You on this Approval Sheet,
I\'m Going to Highlight My 49 and This Time it Is a Contract, and I\'ve
Attached an Approval Sheet. I Don\'t Have an Ffs Link Here, But I\'m
Going to Go Ahead and Show What You Would Happen If I Went All the Way
down to the Obligation Approval and Decided To Apply That Approval. Say
Ok. It\'s Going to Say, Please Perform All Approvals Before Obligating
this Document. That\'s Just So That ‑‑ Because The Obligation Is Now
Going to Release It, it Needs to Be Fully Approved Before You Release
and Obligation. So That\'s Just a Small Safety. If You Get That Error,
That\'s Why, Because it Has an Obligation on this Approval Sheet, and
the Obligation Needs To Be the Last Approval. So I\'m Going to Go Ahead
and Cancel out of this Sheet. And Close this Folder. The next
Enhancement Is the Modification History Report. I Want to Show You That.
So I\'m Going to Go up to Procurement, down to Reports, And the Report
Criteria Window Will Open. I\'m Going to Go to Post‑award, Down to the
Bottom of the Right Column to Modification History Report, and Click
Report Criteria. Here Is the Modification History Report Criteria.
There\'s Some Important Things to Note. One Is That You Can Search for
Your Award by the Number or the Title. And over on the Left‑hand Side
Are All of the Awards Available In the System. I\'m Going to Go Ahead
and Choose Some of Those Awards with My Shift‑click. I\'m Going to Go to
the Right‑hand Side. Those Are the Awards That Will Be Displayed for Me.
Of Course, These Awards Also Need to Be Within My Time, Which Is over
Here, and the Time Criteria Is Based on the Original Award Release Date,
and That\'s Important to Note. Because the Original Award May Have Been
‑‑ Modifications May Have Been Released During this Time, but If the
Original Award Was Not Released During this Time, Then it Will Not Show
up On Your Report. So It\'s the Original Award Release Date. Over to the
Right, Sort Results By and Your Choices Are by Modification Number, by
Modification Status, or by Modification Release Date. So Here\'s a Way,
If I Choose Modification Release Date, If My Awards Are Released on
Different Days, I Would Be Able to See, Really, in What Order They Were
Released, Because We Can\'t Rely On the Mod Numbers Anymore. So I\'m
Going to Choose Modification Status. And Then I\'m Going to Go over And
Preview this Report. I\'m Going to Zoom in So We Can See it a Little
Better. And You Can See Here That the Award Number Is Displayed and Also
the Dates for Your ‑‑ That You Set up as the Criteria, the Original
Award Was Released Between These Dates, and Then Here Are the
Modification Numbers, and If It\'s Been Released, the Release Date, the
Title, the Amount of the Modification, the Modification Status, and this
Is What I Sorted Upon. So Mod Number 5 Has Been Approved but Not
Released. Mod Number 4 Has an Approval Sheet Attached. So It\'s
Pennedding Approval. 3, 2 and 1 Have All Been Released. This Also Shows
Your FPDs Status. And this Was Added to the Report Because I Know in the
past an N‑IDEAS‑PD 4.0 That You Were Able to ‑‑ You Were Not Able to
Create or Submit a 279 for Any Modification until the 279 Was Created or
Submitted for the Modification Preceding That. Now That That Order Has
Been ‑‑ Is Not Dictated Anymore, the Only Requirement Is That an FPDs
Has Been Created and Submitted With Your Original Award Before Can You
Do That on Any Modification. So since the System Does Not Require That
All the Modifications Have the FPDs Submitted, this Is a Way for Your
FPDs Administrator to Go in And Find out All of the Release
Modifications Have an FPDs Submitted for Them. Over to the Right, If I
Go down And Scroll over to the Right, We Have the Reason for
Modification, and the Number of Modifications for this Award.

H. Mentore‑Smith: I like That Tool. I Think the Users Will, Too. Now
We\'re Going to Delight You With Some Small but Significant Functional
Enhancements to IDEAS‑PD. I Think You\'re Going to like Them. Annmarie
Is Going to Show Them All to You Right Now, Aren\'t You?

A. Harold: I Am. I\'m Going to Go to My Folder Named the Exciting
Enhancements. Have You Ever Tried to Right Click the Mouse Butt One No
Results. This First Enhancement Will Allow Users to Access the Menu With
a Simple Right Click. On My Fold for I Right Click I Have an Abbreviated
Menu Option. If I Go into a Document I Also Have an Abbreviated Menu
Options. So There\'s Many Things I Can Access with a Simple Right Click.
In the past You May Have Tried To Right Click with No Result. The next
Enhancement Will Match Your Process Flow That Many of You Employ. The
System Now Allows the Creation of a Quote from an Rfq. I Will Allow the
Users to Try That One on Their Own. Number 11, Enhancement Number 11
That We like to Call it Back at Ams, Are Extra Steps ‑‑ Are Extra Steps
Getting You down in That next Enhancement Will Save You ‑‑ the next
Enhancement Did, It Will. I\'m Serious. Will Save You a Couple Clicks,
And Much Grief When Awarding. I Think You Will like This. The System Now
Allows the User To Change the Status of a Vendor From Within the Award,
as Long As the User Has Vendor Access Rights. So I\'m Going to Go Ahead
to the Desktop and Show You What I Mean. I\'m Going to Open My Vendor
Status and I\'m Going to Go to an Award, and Within That Award, I\'m
Going to Go to Field Number 7, the Contractor and I\'m Going To Add a
Contractor, and Here I\'m Going to Add a Suggested Vendor, and as We All
Know the Suggested Vendor Is Not Yet in The Database. I\'m Going to
Choose to Award to \"Everything and Anything,\" and Go down and Hit
Select. This Is Going to Bring Me to Vendor Maintenance. I Will Enter My
Necessary Information. I\'m Going to Enter My Address, And in the Past,
Even If You Entered All this Information and You Went to the Awards
Status, You Would Not Be Able to Mark The Vendor Reviewed or Reviewed
And Transmitted. You Would Need to Go out and Into Vendor Maintenance
and into Your Award. No Longer. Now Can You Do it Directly from The
Award.

H. Mentore‑Smith: the User Does Have to Have Specific Rights to Do That,
Though, Correct?

A. Harold: That\'s Right. You Need Vendor Access in Your User Profile ‑‑
Ok. Ever Accidentally Create an FPDs For Greater than 25,000? Never
Again. There Is Now an Edit in the System Will Which I Will Show You. I
Have Here an Award That the Total Is Greater, but I Forgot That It\'s
Greater than 25,000. I Will Try to Sneak in Here 281. The System Will
Not Allow Me to Do That Anymore. An FPDs 281 Cannot Be Created For
Amounts over \$25,000. Some May Be Wondering What Do You If You Have
Created the 281 For Your Award and for Subsequent Modifications but Do
You a Mod That Pushes You over That \$25,000 Limit. The Answer Is
You\'re Going to Have to Go Back and Desubmit Those 281s, Start with the
279 In the Original Award, and Submit Those 279s for the Subsequent
Modifications. And the Last One Is, Tired of Those Line Items Printing
on Your Administrative Modifications. I Know Many of You Are Because You
Have Told Us at the Help Desk. Now Can You Print Modifications With No
Line Item Printing Option. So Say Good‑bye to the Extra Sheets of
Unneeded Line Items. I Will Show You When You Go to An Award, I Will
Highlight this One, I\'ll Go up to File, and Down to Print Preview, and
It\'s Going to Bring up My Printing Options, If I Click Ok, it Will
Print the Line Items. I\'m Going to Go over to the Right, Click the More
Button, And I\'m Going to Go Down, and Here I Have an Option Now for No
Line Items. So If I Went Ahead and Printed That, it Would Only Print the
First Sheet, and it Would Not Print the Subsequent Line Items.

H. Mentore‑Smith: Those Are Great. But Some of the Great New
Enhancements and Features We\'ve Been Showing You All Day Today
Wouldn\'t Have Been Able Without Some of the Technical Advancements I\'m
about to List. IDEAS‑PD 4.1 Now Includes Compatibility with Windows 98.
Migration to Powerbuilder 6.5. , Which Brought You the Right Click
Function, by the Way. And for Those of Who You Don\'t Know, Power
Builder Is a Programming Language Used to Develop Procurement Desktop.
We Now Also Have Support for Oracle 8 and for Lotus 1‑2‑3 Millennium.
Another Important Topic by like To Mention Before We Go to Break Is
Electronic Commerce, Commonly Known as Ec. If You Look on Page 23,
You\'ll See a List of Ec Features. Although Most of These Functions Are
Available to You Now, Please Note That the No Charge Quote Processing
Option Listed in Your Handout Is Not Currently Operational. This Feature
Will Be Available Along with the ‑‑ with the Ability to Submit
Additional Procurement Documents in the Very near Future. Other
Functions Are Currently Available along with the Existing Ec Options You
Have Now. The National Business Center Will Be Announcing the New Ec
When it Becomes Available. If You Have Any Questions, Please Contact
Your Agency Coordinator. At this Time Let\'s Take Another 15‑minute
Break. When We Come Back We\'re Going Right into a Demonstration of
PDweb and after That We\'ll Take Any Questions You May Have. So Don\'t
Go Away.

H. Mentore‑Smith: Welcome Back to Our Final Segment of IDEAS‑PD Version
4.1. We\'re Ready to Demonstrate the New PDweb. This Redesigned
Requisitioning Tool Allows to You Create, Approve, Route and Print
Purchase Requests. It Is Important to Note a Few Things Before We Get
Started. First, Remember, PDweb Is an Internet‑based Tool and Is
Maintained Just like Any Other Website. Therefore, You Access it Using
Your Internet Explorer or Netscape Browser. Second, You Log into PDweb
Just Like You Would If You Were Using The Client‑based Procurement
Desktop Application. Therefore, Your Functional System Administrator
must Have Entered Your User Profile into PD Before Can You Log into
PDweb. So I\'m Going to Now Turn it over To Annmarie and We\'ll Mention
a Few Other Points as We Move Along.

A. Harold: Thank You, Hope. I\'m Going to Go Back to My Desktop, but
this Time Instead Of Choosing My IDEAS‑PD 4.1 Check Mark Which Would
Take Me Into the Client‑based PD, I Will Enter the PD Database Through
PDweb. And to Do That, I\'m Going to Go Ahead and Click on My Netscape
Navigator, but as Hope Mentioned, You Could Also Use Internet Explorer.
When I Clicked on My Netscape Navigator, it Went Right to Procurement
Desktop Because That\'s How I Set it up in My Browser. If You Don\'t Do
That, You Might Want to Bookmark it or Make it One Your Favorites, as
I\'m Sure It Will Be. I Will Log On. I\'m Going to Go Ahead and Make My
Screen a Little Bigger. Ok. Here I Am on the Procurement Desktop, PDweb
Navigational Page Are, or in Web Lingo, You Call This Loft Times the
Homepage. So I\'m Going to Go Ahead and Explore My Three Options. My
First Option Is Manage the Desktop, and That\'s How I Get Right to the
Desktop. Or from this Page I Could Create A Purchase Request. So If I
Clicked on Create Purchase Request, it Would Take Me to the Opening for
Purchase Request. Also from Here I Can Get to That Help File, and this
Is Actually A Separate Help File than Would You See in Your PD Client
Application and it Is Directly ‑‑ Talks about PDweb, or I Could Exit the
Program. So I\'m Going to Go Ahead and Click on Manage Desktop.

H. Mentore‑Smith: Here Is a Good Time to Mention Another Tidbit. There
Are Some Technical Details That must Be Accomplished for PDweb Is
Displayed to You. You May Have Noticed When Annmarie Navigated to the
Procurement December ‑‑ PDweb Desktop, She Was Presented with A Message
Loading Java Applet Which You Probably See Now. PDweb Loads What I Will
Call Minute Eye Applications When You Enter the Desktop or Open a
Purchase Request. It May Take a Fews Seconds for The Applets to Load,
but after They, Do You Will Be Ready to Fly. If the New Window Does Not
Nope A Reasonable Amount of Time or Does Not Display the Way You Will
See it Presented to You Here, Contact Your Functional System
Administrator for the Proper Configuration. Annmarie, Are We Still
Waiting? There it Is.

A. Harold: it Just Came Up. That Was about a Minute, I Would Say. And it
Came onto My Desktop. So it Did Exactly What Hope Had Explained. Now
I\'m on My Desktop. So on My PDweb Desktop, the First Thing That You
Will Notice, and I/i Imagine Most of Our Audience Today Is Used to The
PD Client, So I\'ll Explain First the Tool Bar. Start with the Upper
Right‑hand Corner, Which Is the Open, this Looks Likes a Magnifying
Glass. So That Is If You Have a Purchase Request Highlighted and You
Want to Go Ahead and Open That, You Can Use this Button. The next Button
That Looks like Somebody\'s Home Is How You Would Get Back to That
Homepage or Navigational Page Where We Just Were. The Purchase Request
Symbol Is Actually a Dollar Sign. So in PDweb, If You Want to Create a
Request, You Would Go Ahead and Click on the Dollar Sign. The next
Button Is, as Hope Told You, the Ability to Route Documents, and this Is
Two Computers That Have a Lightning Bolt Between Them. You Are Routing
Documents. The next One Will Be Very Familiar to You. It\'s, of Course,
the Approval. So You Click this Check Mark When You Want to Add an
Approval Sheet. And the Last I Icon Is Very Intuitive, It\'s Printing.
What Will I Show You Is That When You Click this Button, it Brings up an
Html Printable Form, Which Means That It\'s Set Up for to You Print, it
Brings In All the Information from Your Purchase Request, but this
Button Does Not Actually Print. You Need to Go Ahead and Use Your
Browser to Print. Ok. Next I\'m Going to Talk about the Desktop and Show
You the Directory Structure. On the Left Side, My User Name Here Is
Abangm, and My Desktop Has on it an Inbox, an Outbalk, And My Cabinet.
This User\'s Name Is Marlene and As You Know When You Set up the PD
User, as You Need to Do Through the PD Client Software System
Administration That Hope Talked, about You Already Know It Creates a
Personal Cabinet, An Inbox and an Outbox. So When You Set up P PDweb
Users, They Will Get the Same Thing.

H. Mentore‑Smith: I Was Going To Ask You, Can I Do Anything With That
Cabinet?

A. Harold: as a PDweb User Will Not Get Documents into this Cabinet
Because of Course the Only Way to Be to Create Within In this Cabinet or
Click and Drag into the Cabinet. But as a PDweb User You Cannot Click
and Drag When You Create a Request, They Will Be Created in Your Inbox.
That\'s the Difference Between PD Client Application and the PDweb. When
You Create a Purchase Request, it Actually Goes into Your Inbox, And,
Yes, PDweb Users Are Welcome to Work from Within Their Inbox. PD Client
Application Users, Which All of You Probably Are, It\'s Still the Best
Policy to Drag out of the Inbox into a Personal Cabinet Before You Begin
Working. So PDweb Is Different in That Way. Ok. I\'m Going to Go Back
into the Desktop and I\'m Going to Click On the Purchase Request.

H. Mentore‑Smith: While Annmarie Is Creating That Purchase Request, You
Will Notice the Loading Java Applet Came on Again. That Is Another Area
Where the Little Mini Java Applets Will Be Loading on Your Workstation.
I Apologize to Break off on You Like This, Annmarie, but We Got A Fax in
Just Before the Break And I Wanted to Get it Answered Before We Got into
PDweb. So I\'m Going to Go Ahead and Let You Answer the First Question
And I\'ll Take the Second One, And the First One Was ‑‑ When Amending a
Solicitation and Making Changes to the Line Item Description, but Not
Quantity or Price, How Do You Get the Change Line Items to Print?

A. Harold: That\'s a Question That Also Came up When We Presented this
Information in Denver, and in Denver the Users Told Us That When They
Changed Just the Line Item Description And Then They Would Go to Use The
Option, the Printing Option, Changes Only, Print Changes Only, this Line
Item Does Not Show Up. That Was True in 4.0. It\'s Still True in 4.1. So
If You Change Only Description, It\'s Not Going to Show up on Your
Printout, and The Only Change That\'s Going to Be Noted for That
Printout Is Actually a Change in the Total Amount or the Funding. So
That Is Not Different, and That Feedback Was Given to Us Also in Denver,
and It\'s Not Scheduled for 4.2. So I Know There Is a User Group
Meeting, I Believe It\'s next Week ‑‑ the Week after Next. So the
Representative to Bor in Montana, Who Will Be at That User Group ‑‑

H. Mentore‑Smith: We Encourage You to Talk to Your Administrator for
Either Your Region or Your Headquarters Administrator to Bring That
Issue up If You Would like To. The Second Question Dealt with Amendment
Numbers and Why They Are Single Digits Versus the Mod Numbers Being 4
Digits. Montreal, the 4 Digisit an FPDs Requirement. So When the
Concurrent Modification Came Up, That Was a Good Place for the
Modification Number Going from the Single Digit to the Four Digito it
Occur. Since the Amendment Numbers Aren\'t a Required FPDs Reporting, Is
Not Required to Be Reported on FPDs, at That Period Of Time, They Were
Not Included In the Release of the Software. Again, If It\'s a Concern
for You, You Should Talk to Your Coordinator and Bring it up at The
Procurement Users Group Meeting That\'s Going to Be Held The Week after
next Right Here In Phoenix. Sunny Phoenix, 80 Degrees. That Was from
Bor, Montana. Hope That Answers Your Question. Now I Believe the Applet
Has Finished Loading.

A. Harold: Before I Continue With Procurement ‑‑ with PDweb For That
Last Question with Bor, It May Have Come up Because of Concurrent Mod
Logic and I Wanted to Make Sure That Everybody Knew That the Line Item
Description Is Included as A Change in Concurrent Mod Logic. So If You
Change the Line Item Description and You Have a Draft Modification on
Your Desktop, That Will Be Counted as a Change In the Concurrent Mod
Logic. So If You Need to UPDate That Draft Modification Later, it Will
Pull in That New Line Item Description Change. Ok. Back to PDweb. I Was
Creating a Purchase Request. So on My Desktop I Have the Page That from
‑‑ from Which I Can Create the Purchase Request Which Will Look Very
Familiar to You. I\'m Going to Choose My Prefix And My Prefixes Are
Again Set up Through the PD Client Application System Administration.
I\'m Going to Enter My Description. And Then Click Ok. One Thing to Note
When You Do Click in PDweb, You Need to Make Sure That the Button
Remains Gray. Like This. See, It\'s Not Remaining Gray, Which Is Why
It\'s Not Going. My Clicker ‑‑ Something Is Wrong With My Clicker. Ah,
Ok! If We Can Get Back Here, We Can See That it Is Gray Now, Completely
Gray. So That Means That It\'s Working. I Can Also Tell That It\'s
Working Because There\'s a Microhelp Message Saying That The PD Request
Is Started. But Normally There Is a Blue Line That Comes Across the
Screen to Also Show That It\'s on Its Way. I Don\'t See That.

H. Mentore‑Smith: It\'s Not Doing That There. It\'s That Clicker Again.

A. Harold: That Is Strange. It Hasn\'t Done That.

H. Mentore‑Smith: Should We Employ Plan B?

A. Harold: Ok. I\'m Going to Go Ahead and Go to My Powerpoint Slides of
PDweb, Because I Have a Suspicion That The Same Hackers That Have
Accessed the Amazon Site Have Accessed Our Site Because, of Course,
It\'s Been Demand Right There after Amazon and a Little After E‑bay. I
Think They May Have Hit Our Site. Actually What Should Have Happened in
this Case Is it Should Have Gone to the Purchase Request, and We Were
Having a Little Bit of Difficulty Yesterday. So We Luckily for All of Us
Here Have a Plan B. So We\'re Going to Go into Some Powerpoint Slides
and Show You PDweb. Ok. Here We Are on the Main Tab of The Purchase
Request.

H. Mentore‑Smith: There\'s the Blue Line.

A. Harold: So Now on the Main Tab of the Purchase Request Here At the
Top of Your Screen, the Request Number Comes in from Your Create New
Screen. The Request Date. The Description. And Then Your Name as the
Requestor. The Requesting Office Comes into The Main Form, and this Is
the ‑‑ Can Come in from Your Preferences Again When ‑‑ in Your User
Preferences Through The PD Application. So If You\'re Solely a PD User,
You Would Need a PD Client User To Go into Your Preferences and Enter
the Addresses That Would You like to Default Forward to Your PDweb
Purchase Request. Or You Could, of Course, Just Go Ahead and Add Them
Each Time If You Are an Infrequent User. Probably Wouldn\'t Be as Much
of A Hardship. So Back to My Powerpoint Slide. Ok. The Issuing Office
Also Came in From My Previous Renz, and the Suggested Vendor ‑‑ as You
Know, There\'s Two Ways to Enter a Suggested Vendor, Either ‑‑ You Can
Enter it on to Your Purchase Request from the PD Database or Enter Your
Own Vendor, Which Which Is, of Course, the Same Two Options You Have in
PDweb. So I\'m Going to Click the UPDate Button for Suggested Vendor and
Simulated Screen Will Come up For the Vendor. And Here You Enter the
Vendor Name, Street, City, State, and Can You Do One of Two Things After
You Enter the Vendor Information. You Can Go Ahead and Search for That
Vendor, Because You Know It\'s in the PD Database or Can You Just Add to
it Your Purchase Request. So to Go Ahead and Search after You Enter the
Information in These Fields, I\'m Going to Go Over on My Desktop and
Click Search. That Would Bring up the Results. Again, It\'s Important on
PDweb, As in the PD Application, to Narrow Your Search. So You Want to
Definitely Fill In Some of These Fields as Much As You Can Before You
Hit Search. Another Thing to Note about PDweb Is That the Search Wild
Card in PDweb Is Actually an Asterisk. As Opposed to Percentage Mark. So
It\'s the Asterisk. Very Important to ‑‑ If Any of Your Users Call in
and Say It\'s Taking Forever to Search, I Don\'t Know the Exact Name, So
I Can\'t Put it All In, If You Put Part of the Name and Then an
Asterisk, That Will Be Your Wild Card Search. It\'s Not the Percent Sign
like In the PD Client Application. Now, If You Enter Your Information
into the Vendor and You Know It\'s Not in the PD Database or They
Couldn\'t Find It, the System Couldn\'t Find It, Then You Can Go Ahead
and Click New, and That Information Will Be Carried Back into the
Suggested Vendor Field. Now, as You Know, You Can Enter Several
Suggested Vendors And, You Know, as Many as You Want Here and That\'s
Why There\'s a Scroll Bar. Over on the Left‑hand Side of The Screen Is
the Comment Field. So Here You Enter Your Comment And Again this Is the
255‑character Field Just as in PD Client. If You Did Route this to
Somebody and the PD Client Application ‑‑ in the PD Client Application,
it Would Come up And Have the Same Requirements For Those Fields. Ok.
After You\'re Finished Filling Out the Main Form, You\'re Going To Want
to Go to the Lines Tab. So I\'m Going to Go up and Click Lines. And Here
Is the Line Item Summary Page. The Line Item Summary Contains The Header
and the Footer Text And the Line Item Detail Information Will Be Filled
in as It Is in the PD Client Application, However, Instead of Double
Clicking Here in the Middle, You Need to Access the Tabs on the Side
Where it Says Summary Detail, Funding and Address. Also You\'ll Notice
the Contract Funding Checkbox, and this Checkbox, If it Is Not Checked,
Then It\'s Line Item Funding. If it Is Checked, it Will Be Contract
Level Funding and You Will See That as We Progress.

H. Mentore‑Smith: So What\'s The Default, PD Funding or Line Item ‑‑

A. Harold: That\'s a Good Question. This Form Comes Up, the Line Item
Summary, Unchecked. Since the Contract Funding Checkbox Is Unchecked,
That Means it Defaults to Line Item Funding. And in this Powerpoint
Screen Shot, I Have it Unchecked. So it Will Be Line Item Funding. So to
Enter That Detail, I Click On the Detail Tab and it Brings Me to the
Detail Screen. You Enter the Description, the Client ‑‑ Anything That
You Want, and You May Notice When You Come into this Page That You Want
to Start Typing Right Away. But Really the First Thing You Need to Do,
Because You\'ll Notice It\'s Inactive Is Go to The Bottom Right‑hand
Corner and Click Add. Once You Do That, the Screen Will Become Active.
So You Can Enter in up at the Top Your Description, the Quantity, the
Unit of Issue, the Delivery Date or the Start and End Date, Your
Extended Description and Also Your Psc And Sic Code. In Case There Is No
DroPDown Box. There\'s a Search Box. The next Step Will Be to Go over To
the Right and Go to the Funding Tab. Here\'s the Funding Tab. And on the
Funding Tab You Can See That the Upper ‑‑ on the Upper Left it Says Line
Item, And it Has the Line Item Number. That\'s Because My Contract
Funding on the Summary Was Unchecked. So it Is Line Item Funding. So
this Is a Sheet I Would Use To Enter My Line Item Funding Information
for Line Item 1. If I Want to Go to Different Lines, I Can, of Course,
Use the Navigational Arrows Here on the Left. Another Thing Is the
Accounting Template. You Have Access from PDweb to Any Accounting
Template That\'s Set up Through System Administration in the PD Client
Application, However the PDweb User Does Not Have the Ability To Create
Their Own Individual Templates. So They Would Need to Use Only The
Templates Set up by the System Administrator. They Can Use this DroPDown
List Box to Enter the Funding Strip Template. Ok? The Last Tab Is
Address. Ok. And Here Is the Shipping and Invoice Address. Again, These
Would Default Forward from Your Preferences If You Had it Set up in Your
Preferences in in the IDEAS‑PD Client Application. Also Here Is the
Space for Additional Marking and Instruction. To Save this Form and
Exit, You May Notice There\'s Nothing Here On the Lines Tab. That\'s Why
You Need to Go Back To the Main Tab. So after You\'re Done Filling out
All Your Line Information, You Return to the Main Tab, and on The Main
Tab at the Bottom ‑‑ in The Bottom Center it Says Save, And That\'s How
You Go Ahead and Save That. It Will Ask You ‑‑ If You Hit Close Instead
of Save, it Will Ask You Do You Want to Save. Of Course You Can Click
the Save Button at Any Time. But to Exit out of the Form You Hit Close.
Ok. So Now I\'m Back on My Desktop And We\'ve Seen this Before. The next
Thing I ‑‑ next Items I Wanted to Show You Are Routing, Approval and
Printing. So If You Want to Go Ahead and Route an Item, It\'s Important
to Note That You Can Route the Item To Any PD User, PD Client
Application or PDweb. So the First Thing You Might Want to Do Is Access
Your Purchase Request, Highlight That Purchase Request, and Probably The
Requisitioner Will Want to Add an Approval Sheet. So They Will Go up and
Click the Checkbox. That Will Bring Them to the Approval Sheet. On the
Approval Sheet, on the Left‑hand Side Are All the Approval Templates
That Are Available to this Purchase Request And, Again, It\'s Filtered
on All the Same Things That Approval Templates Are Filtered on in ‑‑ in
the PD Client Application. So When the Appropriate Approval Templates
Populate the Left‑hand Side, the One That Is Highlighted, It\'s Approval
Types Will Be Shown on the Right‑hand Side. Once You Choose the
Appropriate Sheet, You Can Click Ok, and the Approval Sheet That You
Have Chosen Shows up in PDweb and It\'s Very Similar to What You Would
See in PD Client. You May Notice That on the Approvals Finance Actions
Are Listed Just like They Are in the PD Client Application and You May
Already Know If Not That the Ffs PD Interface Does Not Currently Work
with PDweb. So on PDweb, You Can Still Attach a Finance Action but You
Just Won\'t Be Able to Approve it Through PDweb. So You Can Attach an
Approval Sheet That Contains a Financial Action but If You Are Going to
Commit It, You Will Need to Route this Through a PD Client Application
User. So Can You Attach the Sheet with The Finance Action for Commit,
But You Can\'t Actually Do a Finance Approval Through PDweb. Other
Nonfinancial Approvals Can Be Done Right Here Through PDweb. So Your
Approvals, If That\'s ‑‑ If Your You a Proves, If That\'s All They Do,
PDweb Might Be a Good Option for Them. Next I Will Go Ahead and Close
Approval Sheet, Which Brings Me Back to May Desktop, and the Next Thing
I Would Want to Do With That Purchase Request Is Route the Purchase
Request. So I Would Again Highlight the Purchase Request on My Desktop.
This Time Click the Route Button. That Will Open up My Route Sheet. Up
in the Left‑hand Corner the Categories. You Can Either Route this to a
Route That\'s Set Up. You Can Route this to ‑‑ And, of Course, the Route
Is in Conjunction with Your Approval Template, Just like it Is in the
IDEAS‑PD Client Application. So Routes Will Be Available Based on What
Approval Template Is Attached Just in the Same Manner as it Is in the PD
Client Application.

H. Mentore‑Smith: Annmarie, I Notice There\'s Only a Purchase Request in
That Window. Unlike PD Client, it Does Not Come ‑‑ You ‑‑ it Does Not
Create a Folder with the Purchase Request When You Route It or an
Envelope?

A. Harold: That\'s Right. When You Create a Purchase Request in PDweb,
it Creates Only the Request and Does Not Put it in the Folder the Way it
Does in the IDEAS‑PD Client Application. That\'s a Difference. Another
Difference Is with the Routes. And If You Send the Purchase Request to
Just One Person, It\'s Going to Show up in Your Inbox But Not in an
Envelope. However, If You Send it on a Route with Different Route Stops,
it Will Show up in an Envelope Because That\'s Where The Route
Information Is Contained. Those Are Two Differences. Ok. So Can You
Route to Users, to Several Users, or You Can Route To a Team Cabinet. So
in this Case, the Object to Route Is a Purchase Request. There\'s Only
One Route Stop. And We\'re Going ‑‑ We Chose the Test Route in this
Case. Ok? Once Your Route Is Established, Would You Hit Send, and That
Would Bring You Back to Your Desktop and Your Purchase Request Would Be
on its Way. So it Would No Longer Be on Your PDweb Desktop. The Last
Thing That You\'re Able To Do, and I Can\'t Demonstrate This Through
Powerpoint, but Maybe by the End of the Presentation I\'ll Be Able to
Get The PDweb Form Out, Is the Printable Form. Again, If You Highlight
Your Purchase Requests, Go to Print, It\'s Going to Give You a Printable
PDweb Form, and You Would Go to Your Web Browser and I\'ll Show You That
Now. You Would Just Hit Print from Your Web Browser. So You Hit the
Print Icon, it Brings up an Html Form and Brings in All Your Information
From Your Purchase Requests and The next Step Will Be to Go to Print
Within Your Browser. So Use Your Browser Capability To Print.

H. Mentore‑Smith: Ok.

A. Harold: the Other Thing Is That Because this Is an Active Desktop and
People ‑‑ and You Have the Ability to Route to a PDweb User, It\'s
Possible They Would Get a Document on Their Desktop That Is Not a
Purchase Request. So If They Get a Purchase Request Modification or an
Award, Any Other PD Document, They\'re Not ‑‑ They\'re Not Going To Be
Able to Operate with That Document. So When They Do Try to View It, For
Example, it Will Say this Is Not a Web‑enabled Form.

H. Mentore‑Smith: in Other Words, Don\'t Open up Any Other Documents in
PDweb Unless It\'s ‑‑

A. Harold: Well, Can You Try. But it Will Give You an Error.

H. Mentore‑Smith: and Without ‑‑ So That\'s It? We\'re Going to Log out
of PDweb. She\'s on a Mission. She\'s on a Mission to Get PDweb Up There
for You. Well, Thanks Again, Annmarie, And That Concludes Our Formal
Demonstration of the New IDEAS‑PD Version 4.1. We Reserved the Rest of
the Telecast to Hear from You. So Please Fill up Those Lines For Us. If
You Have a Question or Comment That We Haven\'t Covered So Far, Please
Call Us or Give Us a Fax. First We Have a Call from Lou at BLM. Lou, Hi.

Caller: Hello.

H. Mentore‑Smith: What\'s Your Question?

Caller: We Got Confused Watching the Telecast Regarding PDweb. As
Opposed to the Normal Procurement Desktop We Will Be Using, When Would
We Get Involved Getting into the PDweb?

H. Mentore‑Smith: I See What Your Question Is. Well, PDweb Was Basically
Developed for Infrequent Users Or Remote Users. As You Know, PD Client
Is an Application That must Reside at Your Workstation. So it Means That
You Have to Have it Installed on a Workstation. There Are a Lot of Users
out There That Only Do Requisitions Or Only Do Approvals and Do Them So
Infrequently That It\'s Not Very Effective to Have Someone Actually
Onsite to Always Have To Upgrade the Application. So PDweb Is a Way for
Users Who Don\'t Frequently Use it to Just Be Able to Use Their Browser
Without Any Applications Software and to Be Able to Access ‑‑ to Be Able
to Create a Purchase Request and Electronically Send it to Their
Procurement Office.

Caller: Got It.

H. Mentore‑Smith: Did That Answer Your Question?

Caller: Yes.

H. Mentore‑Smith: Thank You For Calling. Bye‑bye. Ok. We Also Got a Fax
That Came in From Brian Lamb, and I\'m Not Sure Where Brian Is From. Oh,
Alaska. 907 Opinion and Brian Has a Lot ‑‑ Lots of Questions. Looks like
I\'m Going to Be Answering Most of These. One of the Questions That
Brian Asked Is, He Has a Lot of Performance, it Looks Like, Issues with
IDEAS, Especially When He He\'s Trying to Read or Write a Certain
Function. , and the NBC Is Aware There Are Some Issues with Performance
With IDEAS and Would like to You Know That Both NBC, Ams and the
Department of Interior Are Working in Conjunction to Both Develop a Good
Software with Good Performance Measures in Them. Also to Look at the
Local Area And Wide Area Network Issues That May Arise. And to Make Sure
That Your Agency Is Working with the NBC And DOI to Overcome Some of
These Problems. So Rest Assured We Are Actively Working on Performance
Issues Both Within the Software and on The Telecommunications Side. His
next Question Was the ‑‑ Do You Have to Uninstall IDEAS 4.0 Before You
Install IDEAS 4.1. And the Answer to That Question Is No. The IDEAS‑PD
Comes with an Install Shield So There Is an Upgrade Process That Can Be
Run While 4.0 Is Still on Your Desktop. However, it Will Overwright 4.0.
So Once You Go to 4.1. That\'s It. So the Answer to That Question Is,
Yes, Does it What You Call a Smart Install. The next Question Is, Will
it Require an Oracle Upgrade? That\'s a Yes and a No. It Doesn\'t
Require an Oracle Upgrade. As You Know, the Database must Be Upgraded
Before Can You Use The Application on Your Desktop. But IDEAS Now, as I
Mentioned Earlier, Is Compatible with Oracle 8. So It\'s up to Your
Functional And Technical Administrators to Work Together to Decide When
They\'re Going to Upgrade to Oracle 8. Ok? So It\'s Still Compatible
with Oracle 7, Though. Ok? And Where Can You Download the Software?

H. Mentore‑Smith: I\'m Not Going to Get Myself in Trouble. The Best
Thing to Do, If You Are Not a Functional Administrator That Already Has
Access to Our Ftp Server Where We Put the Software Out, Then You\'ll
Need To Contact Your Functional System Administrator or IDEAS Coordinate
Oar to Find out What The Schedule Is for Your Site And When You\'ll Be
Receiving Their Software. Ok? And the Last Question Was ‑‑ Will DOI Be
Converted Simultaneously or Will the Bureau Determine its Conversion
Date? The Second Part Is True. Each Bureau Decides When They Will
Upgrade the Software. So, Brian, You Really Set Me up There on That One
but I Hope I Answered All Your Questions and If You Have Anything Else,
Please Give Us a Call. Well, That\'s All We See Coming In Right Now and
We Are Just Making the Time We\'re Supposed To Conclude. So the Last
Thing I\'d like to Mention to You Is That on Page 27 of Your Handout,
You\'ll Notice Some Agency Coordinators Which I Will Be Mentioning to in
A Moment That. Concludes Our Overview of Release 4.1. We Know We\'ve
Covered a Lot Today. So If You Need Any Additional Information, the
Coordinators on Page 27 of Your Handout Should Be Your First Point of
Contact. If You Are a User, We Hope That Your Work Process Will Be
Greatly Enhanced with this New Release. If You Are a Functional
Administrator, We Hope That You Can Apply What You Have Learned Today to
Assist Users after Your Upgrade to Release 4.1. We Hope You Found
Today\'s Sessions Useful and We Hope That You\'ll Leave Today with a
Good Understanding of the New Functionality Included with IDEAS Version
4.1. I Would like to Ask All Our Viewers to Complete the Program
Evaluation for this Telecast, Which Can Be Found in Your Viewer Packet.
Please Fax That into Us Immediately. Also, If You Haven\'t Yet Sent in
The Attendance Information for Your Downlink Site, Please Complete That
Form and Fax it to Us Right after the Show. You Also Have the Option of
Completing Your Evaluation and Attendance Roster Electronically On the
NTC Satnet Website. Thanks for Watching, and So Long From Sunny Phoenix!