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MyFloridaMarketPlace Roundtable September 17, 2003.

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Presentation on theme: "MyFloridaMarketPlace Roundtable September 17, 2003."— Presentation transcript:

1 MyFloridaMarketPlace Roundtable September 17, 2003

2 2 MyFloridaMarketPlace Roundtable Session Agenda Welcome / Overview of Today’s Session FLAIR Integration Update Policies, Process, and Procedures Guide Break Sourcing Toolkit Overview Resolution of Pending Issues / New Issues Next Meeting Location / Time

3 3 Welcome / Overview of Today’s Session FLAIR Integration Update Policies, Process, and Procedures Guide Break Sourcing Toolkit Overview Resolution of Pending Issues / New Issues Next Meeting Location / Time MyFloridaMarketPlace Roundtable Session Agenda

4 4 Welcome / Overview of Today’s Session FLAIR Integration Update Policies, Process, and Procedures Guide Break Sourcing Toolkit Overview Resolution of Pending Issues / New Issues Next Meeting Location / Time MyFloridaMarketPlace Roundtable Session Agenda

5 5 Purpose of Guide: The purpose of this document is to provide guidance regarding the development of agency-specific processes, policies, and procedures pertaining to use of MyFloridaMarketPlace. This document only contains guidelines to assist you in identifying areas to think about. It is up to each agency to determine whether it will, and the extent to which it will define and document its agency-specific policies, processes, and procedures related to MyFloridaMarketPlace. Development Guide Overview Scope of Guide: This guide defines overall purchasing processes and key steps within them. It then identifies needed policies, processes, and procedures in relation to these process steps. This guide only references purchasing processes related to MyFloridaMarketPlace. This guide does not cover areas that are defined as part of an agency’s workflow through work with your agency liaison.

6 6 Requisitioning / Generating P.O. Invoicing Identify Need Create Requisition/ Select Vendor Approve Requisition Requisition Becomes Purchase Order (PO) & sent to vendor Purchasing Process Key Steps: (Note: Applies to Commodities Only) Receive Prompt Physically Receive Items Receive Items in MyFloridaMarket Place Status Changed to Received Key Steps: Vendor Submits Invoice - Electronic or Paper (if paper, create electronic invoice by entering data into e-form and tying to PO or contract) Automatic 3-Way Match (for commodities)/2-Way Match (for services) Exceptions Sent to Exception Handler for Resolution Invoice Manager Approval State Comptroller Approval Payment request sent to FLAIR for warrant Key Steps: Receiving

7 7 Sourcing System Admin / User Set-up & Maintenance Identify Need & Gather Technical Specs Create Solicitation Identify & Prepare Target Vendors Launch Solicitation Receive Vendor Bids Evaluate Vendor Bids Negotiate With Top Few Vendors (ITNs only) Select Vendor Award Contract Key Steps: User Role Changes Password Maintenance Transition Maintenance User set-up Key Functions: Other Purchasing / MyFloridaMarketPlace Processes / Functions Contracts Create Master Agreement Request (MAR) Approve Master Agreement Request Update Master Agreement access as Needed Key Steps:

8 8 Determine commodity or service need Define technical specs (if needed) To Select Vendor: Review Catalogs, State Term Contacts (STCs) & SNAPS Agreements Look for vendors registered in MyFloridaMarket Place Collect quotes Choose vendor Create/add title Select vendor & add items &/or service description (for non- catalog items) Tag commodity code Input quantity & price Add special conditions (if needed) Complete accounting information Complete shipping information Add other needed comments (internal and/or to vendor) Attached needed documentation Submit requisition Status changed from Composing to Submitted Approvals based on Agency workflow Approve or deny requisition Add comments if needed Submit approval If encumbered, FLAIR integration approval If unencumbered, PO goes directly to vendor PO automatically generated upon requisition approval PO automatically sent to registered vendor via fax or e- mail Status changed from Submitted to Ordered Requisitioning / Generating P.O. ReceivingInvoicing Requisitioning/Generating P.O. -- Key Steps: Identify Need Create Requisition / Select Vendor Approve Requisition Turn into PO and Send to Vendor (Note: Items in italics are system only functions)

9 9 Overall Procurement If conducting a phased roll-out, how and by whom will requisitions be handled in MyFloridaMarketPlace before and while additional users are in training? Define/confirm when a competitive procurement should be done How will P-Cards be used?  Use P-card memo from State Purchasing as a guide for defining agency guidelines on P-Card usage within and outside of MyFloridaMarketPlace  P-Card transactions entered in the system take on the same approval flow as requisitions in MyFloridaMarketPlace  Determine whether or not to input P-Card transactions into MyFloridaMarketPlace Policy, Process & Procedures to Consider

10 10 Requisitioning/Generating P.O. Select Vendor Must use registered vendor; if need to use reluctant vendor, what is the internal process for getting appropriate approvals and submitting to the Help Desk? For items under $2, are multiple quotes needed? If so, how many? (Purchases over $2,500 are required by rule to get at least 2 quotes) How to use e-quote capability versus current method; if don’t use e-quote, how to get quote information into MyFloridaMarketPlace Policies, Processes & Procedures to Consider Requisitioning / Generating P.O. ReceivingInvoicing Approve Requisition Denials/Approvals -- what can be changed by Approvers with a message to the requester versus sending denied requisition back to requester for revision? (System will automatically re-generate approval chain when certain fields/items are changed) Who will confirm accounting information? Step Create Requisition Create/add title -- define naming convention Item/Service Description -- define description conventions Item/Service Description -- determine if Special Conditions should be included here or in line item comments Decide who is responsible for selecting/adding the comments that go to the vendor Define requirements for supporting documentation to be attached Define method to get paper documentation into the system

11 11 Requisitioning/Generating P.O. (cont’d) Purchasing Agency-Specific or Unique Items Confirm how to purchase agency-specific items that may not be straightforward for various reasons (e.g., fuel - price variations) Clearly define the steps that users must follow to purchase different types of items -- standard and unique Additional Policies, Processes & Procedures to Consider Handling Withdrawn & Canceled Requisitions What is the internal process for withdrawing requisitions (from Submitted status), including required notifications (The system does not send any notifications to approvers upon withdrawal)? What process, approvals, and notifications are required to cancel a PO/DO that has already been sent to a vendor (Ordered status)? Define internal process for notifying approvers of canceled orders (MyFloridaMarketPlace does not systematically route cancelled orders to approvers prior to cancellation) Requisitioning / Generating P.O. ReceivingInvoicing Topic Area

12 12 Additional Resources For Additional Assistance: Contact Vincent Ackerman at ; Refer to the Communication Tool Kit which contains example documents from other agencies

13 13 Welcome / Overview of Today’s Session FLAIR Integration Update Policies, Process, and Procedures Guide Break Sourcing Toolkit Overview Resolution of Pending Issues / New Issues Next Meeting Location / Time MyFloridaMarketPlace Roundtable Session Agenda

14 14 Welcome / Overview of Today’s Session FLAIR Integration Update Policies, Process, and Procedures Guide Break Sourcing Toolkit Overview Resolution of Pending Issues / New Issues Next Meeting Location / Time MyFloridaMarketPlace Roundtable Session Agenda

15 15 Introduction Design Build Run Close Appendix MyFloridaMarketPlace Event Sourcing tool Kit Contents

16 16 This Sourcing Event Tool Kit has been developed to help Purchasing Analysts conduct sourcing events using the MyFloridaMarketPlace Sourcing tool and contains the following: PowerPoint presentation that describes the entire sourcing process (main section of this document) Sourcing Event Check List (Appendix A) Sourcing Event Job Aid (Appendix B) Helpful links to the various resources such as the Buyer and Vendor links, training material, documentation on advanced functionality of the MyFloridaMarketPlace Sourcing tool (Appendix C) List of Agency Sourcing Liaisons and their contact information (Appendix D) Sample communications, event content and calendar of events (Appendix E) Training User IDs and passwords (Appendix F) Key questions to help Purchasing Analysts identify event timeline and template configuration settings (Appendix G) List of system-generated s (Appendix H) HTML Quick Reference Guide (Appendix I) WinZip Instruction Guide (Appendix J) Connection Speed Table (Appendix K) Overview Introduction

17 17 Prior to conducting events in the MyFloridaMarketPlace Sourcing tool, it is strongly recommended that Purchasing Analysts do the following: 1.Attend 1.5-day instructor-led training 2.Review the On-Demand online Sourcing training (see Appendix C for link) 3.Contact your Agency’s Sourcing Liaison for general instructions and requirements to conduct a Sourcing event using MyFloridaMarketPlace (see Appendix D for list of Agency Sourcing Liaisons) 4.Review the Sourcing Event Tool Kit (main section of this document) 5.Review the Sourcing Event Check List (Appendix A) for the recommended process to conduct a Sourcing event using the MyFloridaMarketPlace Sourcing tool 6.Look at samples of past events provided on MyFloridaMarketPlace training environment (see Appendix C) 7.Utilize MyFloridaMarketPlace Sourcing training environment to practice and test alternate designs and configurations for your Sourcing event 8.Utilize the Buyers link on MyFloridaMarketPlace (see Appendix C), which provides additional information, training and communication on various issues First Steps Introduction

18 18 Introduction MyFloridaMarketPlace Event Sourcing Process Diagram DesignBuildRunClose Identify Vendors Develop Content Select Template Build Event Preview & Train Invite & Launch Key Worksteps Updating Live event Determine Calendar Test Event Open Bid Period Posting Award Decision Close Event The above diagram will appear in the top right hand corner of each slide throughout this Tool Kit to help you understand where you are in the process. The applicable stage and workstep will be highlighted in green A four-stage process has been developed to help Purchasing Analysts develop and launch effective solicitations within MyFloridaMarketPlace Sourcing tool that result in identifying the best-fit vendor(s) for the State’s business needs.

19 19 IssueUpdate Public needs access to bids, and only registered vendors who have selected sourcing and commodity codes within class of bid can access bid in MyFloridaMarketPlace Development in progress Vendors who registered before sourcing was added (6/15) were unable to select ability to receive solicitations and therefore can’t view bids Closed, An was sent to vendors to ask them to select sourcing and their commodity codes on June 26, 2003 at 4:30 p.m. Vendors who registered before (7/1) who did not click refresh after each class of commodity codes was selected is not registered for any or all commodity codes and therefore unable to view bids pertaining to that commodity code Closed, Modification was made on 7/15 which no longer requires vendor to click on refresh after each class of commodity codes Can a vendors who registers after a solicitation is launched view the bid?Closed, Will receive notification if any updates are made to bid After a bid was closed, it only showed one vendor had replied although six responses were received. Closed, Market Owner will be able to view all bidders who submitted bids via the supplier page in all future launched events Sometimes a vendor can’t view when they’ve responded to a bid right away because it could be in a “cache” (temporary holding area) Closed, MyFloridaMarketPlace technical team has identified and resolved the issue The bid was not configured to allow attachments in areas where they had been requested. When the vendor tried to attach the bid, there was no spot for them to stick the attachment. Closed, Addressed in the Sourcing Event Tool Kit What happens when a bid is not awarded to anyone at all?Closed, if the sourcing request was created in Buyer, then the sourcing request has to be canceled in buyer, this will automatically closes the event in sourcing Update on DMS Lessons Learned

20 20 Welcome / Overview of Today’s Session FLAIR Integration Update Policies, Process, and Procedures Guide Break Sourcing Toolkit Overview Resolution of Pending Issues / New Issues Next Meeting Location / Time MyFloridaMarketPlace Roundtable Session Agenda

21 21 Welcome / Overview of Today’s Session FLAIR Integration Update Policies, Process, and Procedures Guide Break Sourcing Toolkit Overview Resolution of Pending Issues / New Issues Next Meeting Location / Time MyFloridaMarketPlace Roundtable Session Agenda

22 22 Next Meeting: Time / Location October 8th 9:00 a.m. – 11:00 a.m. Carr Building, Room 170


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