Assisted Acquisition Services Business Systems (AASBS) Federal Acquisition Service (FAS) February 2015 Quarterly Release AAS Enhancements Release Notes for GSA Users Software Version 16.4.0 Prepared for AASBS by TechFlow, Inc.
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Assisted Acquisition Services Business Systems (AASBS)Federal Acquisition Service (FAS)
February 2015 Quarterly Release AAS Enhancements
Release Notes for GSA Users
Software Version 16.4.0
Prepared for AASBS by TechFlow, Inc.
Version 1.5
March 10, 2015
Assisted Acquisition Service Release Notes v.16.4.0
Table of Contents1.0 Task Information.............................................................................................................A-1
1.1 Task Client.....................................................................................................................A-1
2.0 Task Requirements........................................................................................................A-12.1 Purpose..........................................................................................................................A-1
3.0 CHG88228 – IA Part A Upload MOU required DCN in the ECF.....................................A-13.1 User Impact....................................................................................................................A-13.2 Impact to Workflow.........................................................................................................A-13.3 Change Description........................................................................................................A-13.4 Interface Impact..............................................................................................................A-4
4.0 CHG88227 – Make IA # field on COI mandatory for new orders....................................A-54.1 User Impact....................................................................................................................A-54.2 Impact to Workflow.........................................................................................................A-54.3 Change Description........................................................................................................A-54.4 Interface Impact..............................................................................................................A-5
5.0 CHG87614 – COI text label changes.............................................................................A-55.1 User Impact....................................................................................................................A-55.2 Impact to Workflow.........................................................................................................A-65.3 Change Description........................................................................................................A-65.4 Interface Impact..............................................................................................................A-8
6.0 CHG87614 – Make CS role a mandatory field on COI...................................................A-86.1 User Impact....................................................................................................................A-86.2 Impact to Workflow.........................................................................................................A-86.3 Change Description........................................................................................................A-96.4 Interface Impact..............................................................................................................A-9
7.0 CHG87614 – Certification of Funds text label changes..................................................A-97.1 User Impact....................................................................................................................A-97.2 Impact to Workflow.........................................................................................................A-97.3 Change Description........................................................................................................A-97.4 Interface Impact............................................................................................................A-10
8.0 CHG87614 – Request for Quote text label changes....................................................A-108.1 User Impact..................................................................................................................A-108.2 Impact to Workflow.......................................................................................................A-118.3 Change Description......................................................................................................A-118.4 Interface Impact............................................................................................................A-12
9.0 Follow-On Support.......................................................................................................A-12
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List of FiguresFigure 1: Required ECF DCN Validation – ITSS Form 300 Purchase Order...............................A-2Figure 2: Required ECF DCN Validation – ITSS Form 1449 Purchase Order.............................A-2Figure 3: Required ECF DCN Validation – ITSS Form 1155 Purchase Order.............................A-3Figure 4: Required ECF DCN Validation – ITSS Form 26 Purchase Order.................................A-3Figure 5: Required ECF DCN Validation – TOS Base Mod Award.............................................A-4Figure 6: COI – IA Number(s), Required Field............................................................................A-5Figure 7: COI – Preliminary Requirements Description – GSA Project Manager........................A-6Figure 8: COI – GSA Order Support – Project Manager.............................................................A-6Figure 9: COI – GSA Order Support – Contract Specialist..........................................................A-7Figure 10: COI – GSA Order Support – Cust Svc Rep................................................................A-7Figure 11: COI – GSA Order Support – Fund Manager..............................................................A-7Figure 12: COI – GSA Order Support – Contracting Officer........................................................A-8Figure 13: COI – GSA Order Support – Alt Contracting Officer...................................................A-8Figure 14: COI – Contract Specialist, Required Field..................................................................A-9Figure 15: Certification of Funds – Role Assignment Labels.....................................................A-10Figure 16: Certification of Funds – Cancel Confirmation...........................................................A-10Figure 17: RFQ – Notify PM/CS/CSR radio button field labels..................................................A-11Figure 18: RFQ – Close Confirmation.......................................................................................A-12
List of TablesNo table of figures entries found.
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Assisted Acquisition Service Release Notes v.16.4.0
Revision HistoryDate Author Version Description
2015-02-17 Anthony Kimpo 1.0 Initial Version
2015-02-18 Anthony Kimpo 1.1 Revisions based on initial peer review – Cindy Van Mouwerik
2015-02-20 Anthony Kimpo 1.2 Revisions based on team peer review – Shaun Edens & Ben Haff
2015-02-20 Anthony Kimpo 1.3 Revisions based UAT recovery items
2015-02-27 Anthony Kimpo 1.4 Release version added
2015-03-10 Anthony Kimpo 1.5 Revisions based on rollback of CHG86229
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Assisted Acquisition Service Release Notes v.16.4.0
1.0 Task InformationTask Title: General Services Administration (GSA) AASBSDocument Title: AASBS – AAS Enhancements February 2015 Quarterly Release - Release Notes
1.1 Task ClientGeneral Services Administration (GSA)Federal Acquisition Service (FAS)Office of the Chief Information Officer (OCIO)2100 Crystal Drive, Rm. 11052 Arlington, VA 22202
2.0 Task Requirements
2.1 Purpose The purpose of this release is to implement eight enhancements that were identified during the PMO prioritization sessions.
The following enhancements are included in the release: CHG88228 – IA Part A Upload MOU required DCN in the ECF CHG88227 – Make IA # field on COI mandatory for new orders CHG87614 – COI text label changes CHG87614 – Make CS role a mandatory field on the COI CHG87614 – Certification of Funds text label changes CHG87614 – Request for Quote text label changes
3.0 CHG88228 – IA Part A Upload MOU required DCN in the ECF
3.1 User Impact GSA Users with create, edit & view permissions (ITSS Purchase Orders, TOS Order
Award) TechFlow Support Users with create, edit & view permissions
3.2 Impact to WorkflowNo impact to the existing, overall ITSS or TOS workflows.
This change impacts appearance and functionality of the Purchase Order page ECF DCN validation within ITSS.
This change impacts appearance and functionality of the ECF DCN validation within TOS that occurs when awarding an original order.
3.3 Change DescriptionThis change enhances ITSS by adding a validation for an IA Part A (Upload MOU) attachment within the ECF on orders. The validation occurs when an ITSS purchase order is submitted by a contracting officer. The existing DCN validation message has been modified to add text for the IA Part A (Upload MOU) attachment type. The validation message on all purchase order forms were modified to accommodate this enhancement.
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Assisted Acquisition Service Release Notes v.16.4.0
This change enhances TOS by adding a validation for an IA Part A (Upload MOU) attachment within the ECF on orders. The validation occurs when an original order within TOS is awarded by a contract specialist. The existing DCN validation message has been modified to add text for the IA Part A (Upload MOU) attachment type. The validation was added to procurement requests and IDV requests to accommodate this enhancement.
Figure 1: Required ECF DCN Validation – ITSS Form 300 Purchase Order
Figure 2: Required ECF DCN Validation – ITSS Form 1449 Purchase Order
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Figure 3: Required ECF DCN Validation – ITSS Form 1155 Purchase Order
Figure 4: Required ECF DCN Validation – ITSS Form 26 Purchase Order
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Figure 5: Required ECF DCN Validation – TOS Base Mod Award
3.4 Interface ImpactWithin ITSS, the existing DCN error validation within signed and submitted purchase orders has been modified to include text that an IA Part A (Upload MOU) attachment must be present within the ECF at the time the purchase order is submitted. The validation has been modified on all purchase order forms (forms 300, 1449, 1155, 26) when submitted by a GSA contracting officer.
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Assisted Acquisition Service Release Notes v.16.4.0
Within TOS, the existing ECF DCN error validation within the Missing ECF Files pop-up has been modified to include text that an IA Part A (Upload MOU) attachment must be present within the ECF at the time the original order is awarded. The validation has been modified on Procurement Requests and IDV Requests when awarded by a contract specialist.
4.0 CHG88227 – Make IA # field on COI mandatory for new orders
4.1 User Impact GSA ITSS Users with create, edit & view permissions TechFlow Support Users with create, edit & view permissions
4.2 Impact to WorkflowNo impact to the existing, overall ITSS workflow.
This change impacts appearance and functionality of the Client Order Interface (COI) page.
4.3 Change DescriptionThis change enhances the COI by making the IA Number(s) text box a required field. Users must submit at least one IA number when creating a new order. If the COI is submitted without this value set, then an error message will prompt the user to enter an IA number.
Figure 6: COI – IA Number(s), Required Field
4.4 Interface ImpactAn icon indicating that the IA Number(s) field is required was added to the text label. A new error message was also added to prompt the user to submit at least one IA number to the COI.
5.0 CHG87614 – COI text label changes
5.1 User Impact GSA ITSS Users with create, edit & view permissions TechFlow Support Users with create, edit & view permissions Client Users with view & edit (peer list only) permissions Contractor Users with view permission
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Assisted Acquisition Service Release Notes v.16.4.0
5.2 Impact to WorkflowNo impact to the existing, overall ITSS workflow.
This change impacts appearance of the Client Order Interface (COI) page.
5.3 Change DescriptionThis change enhances the COI by changing references to ITSS role names. Text label names, error validations for required fields and references within drop down fields were modified to reflect GSA specifications.
Figure 7: COI – Preliminary Requirements Description – GSA Project Manager
Figure 8: COI – GSA Order Support – Project Manager
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Assisted Acquisition Service Release Notes v.16.4.0
Figure 9: COI – GSA Order Support – Contract Specialist
Figure 10: COI – GSA Order Support – Cust Svc Rep
Figure 11: COI – GSA Order Support – Fund Manager
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Figure 12: COI – GSA Order Support – Contracting Officer
Figure 13: COI – GSA Order Support – Alt Contracting Officer
5.4 Interface ImpactText within the COI for existing role labels, error validations and drop down values were enhanced to accommodate this change. Changes are visible in create, edit and view modes.
6.0 CHG87614 – Make CS role a mandatory field on COI
6.1 User Impact GSA ITSS Users with create, edit & view permissions TechFlow Support Users with create, edit & view permissions
6.2 Impact to WorkflowNo impact to the existing, overall ITSS workflow.
This change impacts appearance and functionality of the Client Order Interface (COI) page.
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Assisted Acquisition Service Release Notes v.16.4.0
6.3 Change DescriptionThis change enhances the COI by making the Contract Specialist (renamed as part of this release; see section 6.0) drop down selection a required field. Users must assign a value within the drop down selection when creating a new order or editing an existing one. If the COI is submitted without this value set, then an error message will prompt the user to specify a value.
Figure 14: COI – Contract Specialist, Required Field
6.4 Interface ImpactAn icon indicating that the Contract Specialist drop down is required was added to the text label. A new error message was also added to prompt the user to specify a value from the drop down list.
7.0 CHG87614 – Certification of Funds text label changes
7.1 User Impact GSA ITSS Users with create, edit & view permissions TechFlow Support Users with create, edit & view permissions
7.2 Impact to WorkflowNo impact to the existing, overall ITSS workflow.
This change impacts appearance of the Certification of Funds page and the Cancel Confirmation page.
7.3 Change DescriptionThis change enhances the Certification of Funds page by changing references to ITSS role names. Text label names were modified to reflect GSA specifications. The Cancel Confirmation page was also enhanced to reflect new ITSS role references.
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Assisted Acquisition Service Release Notes v.16.4.0
Figure 15: Certification of Funds – Role Assignment Labels
Figure 16: Certification of Funds – Cancel Confirmation
7.4 Interface ImpactText within the Certification of Funds page (create, edit and view modes) and Cancel Confirmation page for existing role label values were modified to accommodate this change.
8.0 CHG87614 – Request for Quote text label changes
8.1 User Impact GSA ITSS Users with create, edit & view permissions TechFlow Support Users with create, edit & view permissions Client Users with view permission
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Assisted Acquisition Service Release Notes v.16.4.0
Contractor Users with view permission
8.2 Impact to WorkflowNo impact to the existing, overall ITSS workflow.
This change impacts appearance of the Request for Quote page and the Close Confirmation page.
8.3 Change DescriptionThis change enhances the Request for Quote page by changing references to ITSS role names. Text label names were modified to reflect GSA specifications. The Close Confirmation page was also enhanced to reflect new ITSS role references.
Figure 17: RFQ – Notify PM/CS/CSR radio button field labels
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Figure 18: RFQ – Close Confirmation
8.4 Interface ImpactText within the Request for Quote page (create, edit and view modes) and Close Confirmation page for existing role label values were modified to accommodate this change.
9.0 Follow-On SupportIf assistance is needed with an AASBS Business System, users are encouraged to contact the support desk at (877) 472-4877, [email protected].
APPENDIX A. GlossaryTerm Definition
AASBS Assisted Acquisition Services – Business Systems
CO Contracting Officer
COI Client Order Information
CS Contract Specialist
CSR Customer Service Representative
DCN Document Category Name
DOJO Data grid technology
ECF Electronic Contract File
FAS Federal Acquisition Service
FEDSIM Federal Systems Integration & Management Center
FM Fund Manager
GSA General Services Administration
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Term Definition
IA Interagency Agreement
ITSS Information Technology Solutions Shop
Mod Order Modification
MOU Memorandum of Understanding
NBA National Business Application
PM Project Manager
PMO Program Management Office
RBA Regional Business Application
RFQ Request for Quote
TOS Tracking and Ordering System
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