Welcome to Sourcing 3.0 Training!. Agenda Sourcing 3.0 Fundamentals Whats New? (Overview of Sourcing...
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Transcript of Welcome to Sourcing 3.0 Training!. Agenda Sourcing 3.0 Fundamentals Whats New? (Overview of Sourcing...
Welcome to Sourcing 3.0 Training!
Agenda
• Sourcing 3.0 Fundamentals
• What’s New? (Overview of Sourcing 3.0 Functionality)
• Accessing Events
• Responding to an Event
• Accessing ‘Historical’ Events
• Where can I learn more?
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Sourcing 3.0 Fundamentals
• The MyFloridaMarketPlace (MFMP) Sourcing Tool is currently used by the Department of Management Services’ Division of State Purchasing to issue formal competitive bids
• Sourcing 3.0 will go live on February 28, 2011
• This training provides you with key information about “What’s New” in Sourcing 3.0, including how to receive and respond to Division of State Purchasing bid opportunities
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Sourcing 3.0 Fundamentals
• Vendors register for the Sourcing tool as part of their ‘Vendor Information Portal’ (VIP) account registration / maintenance activities
• Simply select the ‘View / Edit Solicitation Selections’ option from the ‘I want to’ dropdown list to launch the ‘Solicitations / Price Quote Requests’ page
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Sourcing 3.0 Fundamentals
• Vendors can update their ‘Solicitation’ preferences by selecting ‘Yes, I want to participate in electronic solicitations’
• Selecting ‘Yes’ also provides vendors with solicitation notifications from the Vendor Bid System (the State’s central posting tool for agency solicitation documents)
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Sourcing 3.0 Fundamentals
• Vendors are also able to ‘View / Edit Commodity Codes’ associated with their VIP and Sourcing account by using the ‘I want to’ dropdown list and navigating to the update page
• Account updates are sent nightly from VIP to Sourcing 3.0
• You should complete any registration updates at least 48 hours before a bid submission is due
• Once updated, vendors are sent ‘courtesy e-mail notifications’ when a solicitation opens with their registered commodity codes
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Sourcing 3.0 Fundamentals
Sample Sourcing notification (about a solicitation launch)
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Sourcing 3.0 Fundamentals
Sample Vendor Bid System (VBS) notification
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Agenda
• Sourcing 3.0 Fundamentals
• What’s New? (Overview of Sourcing 3.0 Functionality)
• Accessing Events
• Responding to an Event
• Accessing ‘Historical’ Events
• Where can I learn more?
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What’s New in Sourcing 3.0?
• Easier Access for Vendors: Vendors' usernames and passwords will now match their Vendor Information Portal (VIP) username and password
• "Join vs. Preview" functionality: Vendors will be able to "preview" event information to determine if they want to bid or "join" the event in Sourcing 3.0
• Promotes Transparency: Sourcing 3.0 includes a “Public Access" view - without a username or password. Simply click the “Public Access" button to view Open events
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What’s New in Sourcing 3.0? (Username / Password)
• Vendors' usernames and passwords will now match their Vendor Information Portal (VIP) username and password
• This will be effective with Sourcing 3.0 go-live on February 28, 2011
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What’s New in Sourcing 3.0? (Join vs. Preview)
• “Join” vs. “Preview” functionality allows vendors to review an event and make a decision as to whether they would like to “opt-in” to the event
• Joining events enables vendors to choose the events they prefer to be a part of, and to only receive subsequent Sourcing 3.0 courtesy e-mail notifications about those events
• “Joining” an event adds the vendor to a given event, and alerts them to any associated updates (e.g., addendums, event edits, etc.)
Division of State Purchasing creates solicitation and associates it with one or
more commodity codes
Division of State Purchasing creates solicitation and associates it with one or
more commodity codes
Division of State Purchasing publishes solicitation
Division of State Purchasing publishes solicitation
Vendors registered with the associated commodity codes in VIP receive a
courtesy e-mail notification about the bid
Vendors registered with the associated commodity codes in VIP receive a
courtesy e-mail notification about the bid
Vendors log into their Sourcing 3.0 account and have the opportunity to
“Preview” the bid and decide whether or not to “Join” the event
Vendors log into their Sourcing 3.0 account and have the opportunity to
“Preview” the bid and decide whether or not to “Join” the event
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What’s New in Sourcing 3.0? (Join vs. Preview)
• Public Access view does not require a username or password
• Clicking the ‘Public Access’ button allows customers to view all ‘Open’ events
• The Public Access view will include a ‘Preview’ option for each event
• Note: Vendors cannot respond to solicitations while viewing events from ‘Public Access’; to join an event, vendors must be logged in under their specific Sourcing account
Event 1
Event 2
Event 3
Event Description
Event Description
Event Description
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What’s New in Sourcing 3.0? (Join vs. Preview)
This area will include a short description of the event.
Event 1
Event 2
Event 3
When a vendor logs into Sourcing 3.0 with their username and password, there is a view that shows:
“My Events” (those events that the vendor has already joined)
“Public Events” (events that have at least one of the vendor’s listed commodity codes, but the vendor has not currently decided to “join” the event)
When a vendor logs into Sourcing 3.0 with their username and password, there is a view that shows:
“My Events” (those events that the vendor has already joined)
“Public Events” (events that have at least one of the vendor’s listed commodity codes, but the vendor has not currently decided to “join” the event)
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What’s New in Sourcing 3.0? (Join vs. Preview)
Event 3Clicking on ‘Preview’ provides summary level information about the event, due date, time remaining, etc.
Clicking on ‘Preview’ provides summary level information about the event, due date, time remaining, etc.
This area will include a short description of the event.
Event 1
Event 2
Event 3
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What’s New in Sourcing 3.0? (Join vs. Preview)
This area will include a short description of the event.
Event 1
Event 2
Event 3To join the event, make sure to click the ‘Join’ button next to the Public Event listed (this will show on the page that launches after logging into your account with your Sourcing username and password)
To join the event, make sure to click the ‘Join’ button next to the Public Event listed (this will show on the page that launches after logging into your account with your Sourcing username and password)
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Agenda
• Sourcing 3.0 Fundamentals
• What’s New? (Overview of Sourcing 3.0 Functionality)
• Accessing Events
• Responding to an Event
• Accessing ‘Historical’ Events
• Where can I learn more?
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Accessing Events
• Click Sourcing 3.0 to access your login screen
• When prompted with the login screen, enter the same username and password information that you currently use for your VIP account
• If you have forgotten your username or password, you can use the ‘Forgot Your Password’ link on VIP to reset it or contact the MyFloridaMarketPlace Customer Service Desk at [email protected] or (866) 352-3776 for assistance
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• Please Note: When you reset your username / password in VIP by 6 p.m. Eastern Time on a given business day, you will be able to login to Sourcing 3.0 with that username / password information the next business day
• You should complete any registration updates at least 48 hours before a bid submission is due
Agenda
• Sourcing 3.0 Fundamentals
• What’s New? (Overview of Sourcing 3.0 Functionality)
• Accessing Events
• Responding to an Event
• Accessing ‘Historical’ Events
• Where can I learn more?
19
Responding to an Event
There may be events that you join that are still in a ‘Preview’ period
Even while an event is in a ‘Preview’ period, you have the opportunity to download or print event materials (using the buttons above)
The clock at the top of the screen will show the remaining time until the bid is open for responses
There may be events that you join that are still in a ‘Preview’ period
Even while an event is in a ‘Preview’ period, you have the opportunity to download or print event materials (using the buttons above)
The clock at the top of the screen will show the remaining time until the bid is open for responses
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Responding to an Event
To submit a message during an event, click on the ‘Event Messages’ link on the navigation panelTo submit a message during an event, click on the ‘Event Messages’ link on the navigation panel
On the ‘Event Messages’ page, there is a ‘Compose Message’ button you can use to send a message to the event ownerOn the ‘Event Messages’ page, there is a ‘Compose Message’ button you can use to send a message to the event owner
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Responding to an Event
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The ‘Compose New Message’ screen provides a text box for you to type a question to the event owner
After typing the question / message, click ‘Send’ to transmit the message to the event owner
The ‘Compose New Message’ screen provides a text box for you to type a question to the event owner
After typing the question / message, click ‘Send’ to transmit the message to the event owner
Responding to an Event
When responding to an event, the ‘Event Details’ checklist / navigation menu facilitates the submission process
Make sure to complete each area listed (including the link to ‘Review and Accept Agreement’)
The ‘Review Event Details’ page allows you to view summary information about the event and also allows you to download or print event content
When responding to an event, the ‘Event Details’ checklist / navigation menu facilitates the submission process
Make sure to complete each area listed (including the link to ‘Review and Accept Agreement’)
The ‘Review Event Details’ page allows you to view summary information about the event and also allows you to download or print event content
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Responding to an Event
The ‘Review and Accept Agreement’ link displays the terms of the bidder agreement
You must accept to submit an official response
The ‘Review and Accept Agreement’ link displays the terms of the bidder agreement
You must accept to submit an official response
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Responding to an Event
Test Event
Depending on the particular event, there may be multiple line items / lots to respond to (Notice that the menu includes an option to ‘Select Lots’ if appropriate)
Enter the price information and then click ‘Update Totals’ to reflect the updated Extended Price
Click ‘Save’ as you go to regularly save information
Depending on the particular event, there may be multiple line items / lots to respond to (Notice that the menu includes an option to ‘Select Lots’ if appropriate)
Enter the price information and then click ‘Update Totals’ to reflect the updated Extended Price
Click ‘Save’ as you go to regularly save information
The event clock shows you the time remaining in your event
We strongly encourage you to submit your bid prior to the last day of the event
The event clock shows you the time remaining in your event
We strongly encourage you to submit your bid prior to the last day of the event
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Responding to an Event
Test Event
REMEMBER: Clicking ‘Save’ does not submit your response
You must click ‘Submit Entire Response’ for the bid to be formally submitted
REMEMBER: Clicking ‘Save’ does not submit your response
You must click ‘Submit Entire Response’ for the bid to be formally submitted
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Responding to an Event
Test Event
Test Event
Clicking on ‘Submit Entire Response’ will prompt a confirmation box
You must click ‘OK’ to proceed
Once you click ‘OK,’ you will see a message at the top of the event that says “Your response has been submitted. Thank you for participating in the event.”
Clicking on ‘Submit Entire Response’ will prompt a confirmation box
You must click ‘OK’ to proceed
Once you click ‘OK,’ you will see a message at the top of the event that says “Your response has been submitted. Thank you for participating in the event.”
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Responding to an Event
Test Event
Test Event
Additional helpful links include:
•Event Messages (Click here to see a message history of notices associated with this event )
•Response History (Click here to confirm that your ‘submitted’ response is visible, and therefore formally submitted)
Additional helpful links include:
•Event Messages (Click here to see a message history of notices associated with this event )
•Response History (Click here to confirm that your ‘submitted’ response is visible, and therefore formally submitted)
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Responding to an Event
Test Vendor Vendor Contact
This is a sample screen that would show for a vendor that clicks ‘Response History’ in their navigation menu
This shows a vendor’s submission time and current status (“Accepted” meaning that the bid has been submitted through the system.)
This is a sample screen that would show for a vendor that clicks ‘Response History’ in their navigation menu
This shows a vendor’s submission time and current status (“Accepted” meaning that the bid has been submitted through the system.)
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Agenda
• Sourcing 3.0 Fundamentals
• What’s New? (Overview of Sourcing 3.0 Functionality)
• Accessing Events
• Responding to an Event
• Accessing ‘Historical’ Events
• Where can I learn more?
30
Accessing Historical Events
• You will not have access in Sourcing 3.0 to Historical Sourcing events your company submitted (specifically events submitted prior to 2/28/11)
• Should you need to access a previous submission, please contact Vendor Help at: [email protected] or by phone at (866) 352-3776
• The MyFloridaMarketPlace Customer Service Team will work with the Department of Management Services to provide you a response
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Agenda
• Sourcing 3.0 Fundamentals
• What’s New? (Overview of Sourcing 3.0 Functionality)
• Accessing Events
• Responding to an Event
• Accessing ‘Historical’ Events
• Where can I learn more?
32
Where Can I Learn More?
• Information will continue to be posted on the Sourcing Upgrade page on the MyFloridaMarketPlace Toolkit
• The MFMP team facilitates separate, dedicated sessions to ‘Solicitations’ and ‘Doing Business with the State’
• Please visit the ‘MFMP Vendor Meetings’ page of the MFMP Toolkit to view upcoming Vendor Meeting sessions
• For technical questions concerning MyFloridaMarketPlace, the registration process, or obtaining access to Sourcing 3.0, please contact Vendor Help at: [email protected] or (866) 352-3776
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Where Can I Learn More?
General MyFloridaMarketPlace Contact information:
• Phone: (866) 352-3776
• Fax: (850) 414-8192
• E-mail: [email protected]
• Website: http://myfloridamarketplace.com
• Hours: Monday – Friday, 8 a.m. to 5:30 p.m. Eastern time
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Questions?
Thank You for your Participation Today!
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