Electronic Data Access (EDA) - Contract Upload
 

Contract Upload

Reference Guide







EDA Roles

EDA Roles with the capability to perform a manual Contract Upload in EDA:

  • Upload/Inactivate Contracts
Contract Data

Navigate to the Contract Upload page and enter contract criteria.

When the PDF is uploaded the system will autofill as much of the information that is available. The remaining required fields will be entered by the user.

  • Contract Number
  • ACO Mod
  • Type of Instrument
  • Admin DoDAAC
  • Signature Date
  • Reference Procurement Number
  • UEI
  • CAGE Code
  • Delivery Order Number
  • PCO Mod
  • Issue DoDAAC
  • Pay DoDAAC
  • Effective Date
  • Obligated Amount
  • Select No UEI Reason
Upload a Contract

Step 1: Select the Select a Contract button on the Contract Upload page to upload a PDF file. Required fields are marked with an asterisk in the screenshot below.

The image provides a preview of the Contract Upload Date Fields Overview.

Step 2: Select the desired PDF contract file from the local directory.

The image provides a preview of the Contract Upload Results Overview.

Step 3: A pop-up will display any data that was able to be captured from the PDF and populated to the form fields. Select Yes to accept the populated data. Select No to manually enter all data.

The image provides a preview of the Contract Upload Results Overview.

If no data was captured from the Contract PDF, the following message will be displayed: “No Contract data found”.

Step 4: Populate any required fields that were not captured from the PDF. If any data captured is incorrect, this may be edited manually by the user.

The image provides a preview of the Contract Upload Results Overview.

Step 5: Select Save once the required Contract Upload data is saved, a message will be displayed informing the user of successful contract submission.

The image provides a preview of the Contract Upload Results Overview.



Contract Attachments

EDA provides authorized users the capability to upload attachmentsto a specific contract document (the Base, a Contract Modification, a Delivery Order or Task Order) via Manual Upload and Automated Upload methods. Manually uploaded documents are loaded to EDA by authorized users with the Upload Attachment/Admin Docs role. Attachments loaded systematically through an automatic feed are sent with index information from the Document Provider/Contract Writing System to EDA.

Note:Automated document upload service/interface is available to Services/Agencies, contact the EDA PMO for details.

To obtain the Contract Attachment/Admin Doc Upload capability, contact your Administrator and request the Upload Attachments/Admin Docs role. This role is a special role (restricted by DoDAAC and/or Contract number) in EDA and requires Administrator approval and authorization. Refer to the Procurement Integrated Enterprise Environment for detailed EDA user registration and account administration instructions.

Note:PDS Attachments are not manually uploaded.

EDA offers users with the Upload Attachments/Admin Docs role the capability to Upload/Add, Modify and Delete Contract Attachment Documents. Authorized users/attachment owners that upload a Contract Attachment document can modify and/or delete the Attachment Document that they upload. All other users with or without the Upload Attachments/Admin Doc role will have view only access to the Attachment Document.

To view Attachments, query the desired contract. The list of Attachments can be accessed via the Contract query results. If contract administration documents exist for the contract, the Attachment column returned in the results will have the "View (#)" link displayed. By clicking the "View(#)" link, EDA will display the Contract Administration folder that contains a list of active Contract Attachments for the specific contract.

Any document that does not have an Attachment will contain a Blank in its Attachment column or an "Add" link if the user has the authority to upload Attachments to that particular contract.

Click "Add" link to initiate Attachment Upload.

The Attachment page includes the following:

Attachment Type Name: Acceptable Contract Attachment Type assigned to the attachment.

Attachment Name: Name of the attachment.

Attachment Description: Description of the attachment.

Signature Date: Date the attachment was officially signed or created (format YYYYMMDD).

Size: Size of the attachment document in bytes.

Load Date: Date the attachment was loaded into EDA.

Loaded By: First and last name of the person who uploaded the attachment. Click "Load By" Name link to launch e-mail to attachment owner.

Update: Displays for authorized Upload Attachments/Admin docs users ONLY.

"Modify"and "Delete"allows the user to maintain information about the attachment.

Upload File: Clicking "Upload"button enables the authorized user to upload attachments to the contract document.


Contracts Administration Document Folder

Contracts Administration folders store Admin Documents for contracts. Each contract and order has the capability to store Admin Documents in their Contract Administration Folder. Admin Documents in the Contract Admin folder are loaded into EDA via Automated and Manual Uploadn methods. Systematically through an automatic feed, admin documents with index information is sent from the Document Provider/Contract Writing System to EDA. Manually uploaded documents are uploaded to EDA by authorized users with the Upload Attachment/Admin Docs role.

Note: Automated document upload service/interface is available to Services/Agencies, contact the EDA PMO for details

Access to Contract Admin folders is based on the users contract level access. Authorized Government users can view all admin documents. Authorized support contractors can view admin documents based on their assigned DoDAAC(s) and/or specific contract numbers. Vendor users can view any admin documents associated with their authorized D-U-N-S and/or CAGE codes.

EDA offers users with the Upload Attachment/Admin Docs role the capability to Upload/Add, Modify and Delete Contract Admin Documents. Authorized users/attachment owners that upload a Contract Admin document can modify and/or delete the Admin Document that they upload. Remaining users will have view only access to the Admin Document.

Note: Contact your Administrator for role granting assistance if you require the Upload Attachments/Admin Docs role. Refer to the Procurement Integrated Enterprise Environment for detailed EDA user registration and account administration instructions.

To view Contract Admin Documents, query the desired Contract. The Contract Administration folder can be accessed via Contract query results. If contract administration documents exist for the contract, the Admin Docs column returned in the results will have the "View (#)" link displayed. By clicking the "View(#)" link, EDA will display the Contract Administration folder that contains a list of active Contract Admin Documents for the specific contract.

Any document that does not have admin documents will contain a Blank in the Admin Docs column or an "Add" link if they have the capability to upload Admin Documents to that particular contract.

Click "Add" link to initiate Admin Document Upload.

The following capabilities are available/initiated from the Admin Document screen:

  • View Admin Document - click hyper-linked Admin Doc Name
  • View Contract - click hyper-linked Contract Number
  • Contact Admin Doc owner via email - click hyper-linked "Load By" Name
  • Return to Contract Query Results screen - click "Return to Contract List" button
  • Add/Upload Admin Document - Initiate by clicking the "Upload" button
  • Modify Admin Document - Initiate by clicking pen icon (blue pen)
  • Delete Admin Document

- Initiate by clicking delete icon (red "x")

The Admin Document page includes the following:

Admin Document Type Name: Acceptable Admin Document Types assigned to the admin document during upload.

Update: Displays for authorized upload attachments/admin docs users ONLY - role restricted by DoDAAC.

Note: Users without/with the Upload Attachments/Admin Docs role and not the correct DoDAAC have view only capability.

Admin Document Name: Click Admin Document Name to view specific admin document.

Comment: User comment on the admin document.

Source: Admin Document sources include ACO, PCO and AUTO (document was loaded via the automated batch process)

Load Date: Date the attachment was loaded into EDA.

Loaded By: First and last name of the person who uploaded the admin document. Click hyper-linked "Load By" Name to launch e-mail to attachment owner.

Upload File: Clicking Upload button initiates the upload admin document process.