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Welcome to a Demonstration of DEMAND POOLING’S Powerful New Cost-Saving Cooperative Buying tool for State and Local Governments The following demonstrates.

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Presentation on theme: "Welcome to a Demonstration of DEMAND POOLING’S Powerful New Cost-Saving Cooperative Buying tool for State and Local Governments The following demonstrates."— Presentation transcript:

1 Welcome to a Demonstration of DEMAND POOLING’S Powerful New Cost-Saving Cooperative Buying tool for State and Local Governments The following demonstrates the steps for participating in a Motor Fuel Pool, as an example of the typical steps for participating in any pool. Other scheduled or soon-to-be-scheduled pools include “cutaway” small buses, police cars and other autos and service vehicles, transit vehicles and spare parts, traffic signaling, school buses and temp school buildings, MRI and CT-scan equipment, H 2 0 Treatment Chemicals

2 Central Area Rapid Transit Transit Agency John Smith Purchasing Director jsmith@cart.org ********** 123 South Main 3 rd Floor Charlotte NC 36031 800-341-CART None When finished, click “Save and Continue” and you will receive an email with an Activation link When finished, click “Save and Continue” and you will receive an email with an Activation link You may Select multiple products of interest for pooling and/or global Surplus equipment auctions You may Select multiple products of interest for pooling and/or global Surplus equipment auctions Select your $-Value purchasing authority Select your $-Value purchasing authority

3 jxsmith@testuser.org Click on “ACTIVATE” to complete your registration. You will be taken to the Login page.

4 jsmith@cart.org ********** Click: Login

5 Any time after you have activated your account, you may Click to Login Click to view details of Open Pools and those opening throughout the remainder of 2008 Alternative method for Joining a Pool – Click to Join Open Pools View currently scheduled pools for 2008 Other pools to be scheduled in 2008 and 2009 Click “Motor Fuel Pool” link or “Join Pool” button to enter your IFB/RFP

6 Join a Traditional Purchase Motor Fuel Pool by clicking ICON or Link and include your full volume requirements ALSO, you may join a Guaranteed Purchase Motor Fuel Pool for a portion of your requirements that you are certain to purchase by clicking here – You could save!

7 Notice to Fuel Buyers: 1. If you have already issued a contract for fuel, you should consider participating in the current pooled purchase to see if you can significantly lower your fuel costs. 2. Expired or invalid IFBs/RFBs /RFPs will likely be treated by suppliers as merely "curiosity- seeking." Accordingly, the entities using these may not receive aggressive bids. Please use a current IFB or build one using our system. 3. Fuel Suppliers inform us that, for Buyers using index-pricing, bids may improve if "OPIS or Platts Same Day Avg" index is used rather than "OPIS or Platts-Weekly." 4. Suppliers also inform us they could bid more aggressively if payment were to be made within 10 days of delivery rather than 30 since they often have to pay for product within 5 days. 5. Delivery truck sizes: Small Tankwagon 200-600 gal; Tankwagon 601-6,999 gal; Transport > 7,000 gal. Notice to Fuel Buyers: 1. If you have already issued a contract for fuel, you should consider participating in the current pooled purchase to see if you can significantly lower your fuel costs. 2. Expired or invalid IFBs/RFBs /RFPs will likely be treated by suppliers as merely "curiosity- seeking." Accordingly, the entities using these may not receive aggressive bids. Please use a current IFB or build one using our system. 3. Fuel Suppliers inform us that, for Buyers using index-pricing, bids may improve if "OPIS or Platts Same Day Avg" index is used rather than "OPIS or Platts-Weekly." 4. Suppliers also inform us they could bid more aggressively if payment were to be made within 10 days of delivery rather than 30 since they often have to pay for product within 5 days. 5. Delivery truck sizes: Small Tankwagon 200-600 gal; Tankwagon 601-6,999 gal; Transport > 7,000 gal. Tips for saving even more $$$

8 Bid-2007 Diesel Diesel fuel for transit bus and vans October 15, 2007 2:00 PM EDT 60 Buyer provides basic description of IFB When finished, click “Save and Continue” When finished, click “Save and Continue”

9 Guaranteed Purchase (“Take-or-Pay”) Motor Fuel Pool (GMFP-01) View relevant pool dates Display of ALL of your selected products Product selection section for creation or summarizing IFB

10 Product selection starts here by selecting the Fuel Category – Diesel? Gasoline? Jet fuel? LNG? CNG? Then select your specific fuel products from among 450+ varieties Input your Volume needs for this specific product 2,750,000 3 year 2 x 1 year One-time purchase or Term Purchase? How long is your Contract Term? Need quotes for Renewal Term? How long? Select whether you want quotes based upon an Index or Fixed Pricing or Both If Index Pricing is selected, choose which Index When finished, click “Finished – Continue to Delivery” When finished, click “Finished – Continue to Delivery” Term Purchase Ultra Low Sulfur diesel LED 15 ppm (Low Emission Dsl)

11 2,750,000 725,000 350,000 Provide Delivery Locations, Storage Tank and any Special Instructions in this section 750,000 350,000 2,750,000 1234 Fuel Avenue Charlotte, NC 3456711/15/07 Call first, location is unmanned Tankwagon 2 After entering number of tanks at this storage location, click Add Tank Information Now provide your storage tank sizes and other known information 10,000 12,500 When finished, click “Finished w/ this Product” or “Finished w/deliveries for ALL Products” When finished, click “Finished w/ this Product” or “Finished w/deliveries for ALL Products” Enter your first delivery location, the expected product volume, estimated initial delivery date, and any Special Instructions at this location

12 To View an uploaded document simply click the name of that document To upload a new document, click the Add Document button To upload a new document, click the Add Document button This page allows you to upload all of your Supporting Documents and Attachments This page allows you to upload all of your Supporting Documents and Attachments To Delete an uploaded document, click on the checkbox and then the “Delete” button

13 C:\Documents and Settings\My Documents\Products Browse to the Supporting Documents and Attachments you wish to add and click the Upload Files button Browse to the Supporting Documents and Attachments you wish to add and click the Upload Files button QuickNav allows you to go directly to any part of your IFB for review, edit or submittal by clicking on the respective link. QuickNav allows you to go directly to any part of your IFB for review, edit or submittal by clicking on the respective link.

14 When finished viewing or adding documents, click “Save and Continue” When finished viewing or adding documents, click “Save and Continue” This page allows you to view stored Supporting Documents and Attachments by clicking on the document link or delete it by clicking on the checkbox and then the Delete button This page allows you to view stored Supporting Documents and Attachments by clicking on the document link or delete it by clicking on the checkbox and then the Delete button

15 This page allows you to provide us with contact information on your traditional suppliers in order to ensure they are invited to bid not only on your requirements, but also the requirements of others. John X. Smith Local/National Fuel Distributor 1234 Fuel Lane Kansas City 36107 Missouri 969-891-3600 jxs@lnfdistributor.com When finished providing Supplier contacts, click “Save and Continue” When finished providing Supplier contacts, click “Save and Continue”

16 (Status --Unsubmitted) This page presents a Summary of your IFB or RFP and its Status together with your uploaded supporting documents

17 IFB General Information 250,000 gals. Specific Pricing and Delivery requirements Delivery details – Tank locations, sizes, and quantity requirements Delivery details – Tank locations, sizes, and quantity requirements All of your uploaded documents are listed here and can be reviewed by clicking on the document name All of your uploaded documents are listed here and can be reviewed by clicking on the document name When finished reviewing, click Save to Submit Later button or Submit IFB Now button and you are FINISHED with your IFB When finished reviewing, click Save to Submit Later button or Submit IFB Now button and you are FINISHED with your IFB

18 Click on Checkbox and then View, Edit or Delete to modify an existing IFB/RFB To View or Edit an IFB/RFP that has been saved or submitted, Click on the “My Current IFBs” button at the bottom of this page

19 Your IFB or RFP is now complete and includes any modifications you may have made after reviewing it. When finished, don’t forget to SUBMIT.


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