Feb. 22, :30-3 p.m. MFMP Customer Roundtable Meeting

Agenda Welcome Remarks – Rachael Lieblick/Danielle Kosberg DFS Electronic Form W-9 – Dept. of Financial Services (DFS) MyFloridaMarketPlace Upgrades – Rachael/Danielle VBS Upgrade – Eric Swanson Report Consolidation – Anne Rabon Recorded Trainings – Anne Rabon Q&A – MFMP Team Closing Comments – Rachael/Danielle

Agenda Welcome Remarks – Rachael Lieblick/Danielle Kosberg DFS Electronic Form W-9 – DFS MyFloridaMarketPlace Upgrades – Rachael/Danielle VBS Upgrade – Eric Swanson Report Consolidation – Anne Rabon Recorded Trainings – Anne Rabon Q&A – MFMP Team Closing Comments – Rachael/Danielle

Agenda Welcome Remarks – Rachael Lieblick/Danielle Kosberg DFS Electronic Form W-9 – DFS MyFloridaMarketPlace Upgrades – Rachael/Danielle VBS Upgrade – Eric Swanson Report Consolidation – Anne Rabon Recorded Trainings – Anne Rabon Q&A – MFMP Team Closing Comments – Rachael/Danielle

MyFloridaMarketPlace Upgrades MFMP 9r1 Buyer UpgradeStart DateEnd DateImpacts to CRT PlanningAug. 2010Oct DevelopmentSept. 2010April 2011 Provide input on enhancement designs Code FreezeOct. 2010Dec Freeze on report requests / workflow updates (unless critical) System TestingMarch 2011July 2011No impacts Training & CommunicationJune 2011Sept Attend training and spread the word User Acceptance TestingJuly 2011Aug. 2011Participate in testing Go-LiveSept Celebrate

MyFloridaMarketPlace Upgrades Enhancements CR 26: IR Mass EditAccounting details on the IR will be mass editable. CR 29: Include Voucher # & SWDN on the Payment Update eForm The voucher number and statewide document number will be added to the Payment Update eForm. CR 30: Add Contract ID to the DOThe contract number and commodity codes will be added to the print version of the purchase order. Enhancement Request: Adding PUI to the DO search Customers will be able to conduct purchase order system searches using the PUI filter.

MyFloridaMarketPlace Upgrades Enhancements CR 53: Buyer Password ResetCustomers will be able to reset their own passwords CR 110: Buyer Password ComplexityPassword complexity (per Rule 71A, F.A.C.) will be added. CR 108: PO Start Date / End DateEdits will be added to validate that the start date of a requisition is before the end date of the requisition. CR 114: Enhanced Recycled / Green Reporting Customers will now have the ability to designate a non-catalog item as "green" and / or recycled.

MyFloridaMarketPlace Upgrades New customizable “Buyer Dashboard” (similar to Analysis 3.0)

MyFloridaMarketPlace Upgrades Less steps to create a Requisition

MyFloridaMarketPlace Upgrades Copy Requisitions History Tab Identifies copied Requisitions (as a link)

MyFloridaMarketPlace Upgrades Copy Requisitions Includes Requisition you copied from

MyFloridaMarketPlace Upgrades History Tracking for Attachments

MyFloridaMarketPlace Upgrades New Invoicing Form

MyFloridaMarketPlace Upgrades Detailed Ariba error messages includes number of errors

MyFloridaMarketPlace Upgrades You can compare like catalog items

MyFloridaMarketPlace Upgrades Password reset capabilities

MyFloridaMarketPlace Upgrades Training Approach –“What’s New” in-person –Topic specific WebEx sessions –Office Hours –Interactive online training tours –The MyFloridaMarketPlace View eNewsletter –Job Aids and Manual updates

MyFloridaMarketPlace Upgrades In preparation for the upgrade –Complete / delete approvables in an “ing” status Requisitions in composing status Invoice Reconciliations in approving / reconciling status –Inactivate user accounts that are no longer valid –Develop a training / communication plan for your agency –Spread the word

Agenda Welcome Remarks – Rachael Lieblick/Danielle Kosberg DFS Electronic Form W-9 – DFS MyFloridaMarketPlace Upgrades – Rachael/Danielle VBS Upgrade – Eric Swanson Report Consolidation – Anne Rabon Recorded Trainings – Anne Rabon Q&A – MFMP Team Closing Comments – Rachael/Danielle

VBS Upgrade – Release 1 Summary Release 1.0 and 1.1 (October 2010) –Added calendar feature for selecting dates –Search results display on one page –Attachments display on main advertisement page –Added the Advertiser Console, including: Delete, Edit and Cancel selection Ability to remove attachments from public view Time-stamp for all edits now publicly viewable

VBS Upgrade – Release 2.0 Summary Security Enhancements (December 2010) –VBS now meets the state’s standard for password security – validation for accounts –Standard usernames are based on the accounts’ addresses (before symbol). Other enhancements –Automated password resets –SPURSView/VBS Admin accounts merged –Updated vendor courtesy notifications

VBS Upgrade – Release 2.0 Summary Coming Soon! –Only 25 percent of current VBS users have validated their accounts –At the end of March, it will impact non-validated accounts

VBS Upgrade – What’s Next SPURSView becomes MarketView –The data in MarketView is populated from MFMP –Updating field names in MarketView to match MFMP field names Updated Search capabilities –Updating VBS search field names to match updated VBS advertisement field names

Agenda Welcome Remarks – Rachael Lieblick/Danielle Kosberg DFS Electronic Form W-9 – DFS MyFloridaMarketPlace Upgrades – Rachael/Danielle VBS Upgrade – Eric Swanson Report Consolidation – Anne Rabon Recorded Trainings – Anne Rabon Q&A – MFMP Team Closing Comments – Rachael/Danielle

Secure Report Consolidation – Review Plan

Secure Reports for Go-Live Report Name Report Frequency FLAIR Voucher ReportDaily IR Exception ReportDaily IRs with Last ApproverDaily Outstanding EncumbranceDaily Users and GroupsWeekly All Order for Previous DayDaily

Secure Report Consolidation 30 Days Post Go-Live Agency Compliance Report All Canceled Orders Current FY Bill To Info Ship To Info INEF Date Comparison Biweekly INEF Date Comparison Monthly Master Agreements POs without IRs PR Audit by Commodity Code PRs in Submitted Status SC Req to PO Cycle Time Details Monthly Punchout Catalog NonCatalog Orders

Secure Report Consolidation 60 Days Post Go-Live System Admin Password Updates System Admin User Maintenance Changes Year End PO Count by FY for FY06 thru FY10 Commodity Codes Special Approvals All IRs HL Historical FYs All Open Orders Historical FYs All Orders Historical FYs DO Payment History HL Green and Recycled Spend Punchout Catalog NonCatalog Orders Previous All Received Orders Historical FYs DO Payment History EncL All IRs Historical FYs All Open Orders with DelayPurchaseUntil

Agenda Welcome Remarks – Rachael Lieblick/Danielle Kosberg DFS Electronic Form W-9 – DFS MyFloridaMarketPlace Upgrades – Rachael/Danielle VBS Upgrade – Eric Swanson Report Consolidation – Anne Rabon Recorded Trainings – Anne Rabon Q&A – MFMP Team Closing Comments – Rachael/Danielle

Recorded Trainings MyFloridaMarketPlace Exclusive “Tour Lines” –Interactive, recorded training that fits your schedule and your needs –These trainings guide you through our traditional training presentations, with audio and “punch-out” to the MFMP system to simulate typical everyday tasks –Find them at –Two new Buyer Trainings 1) "Creating a Requisition“ 2) "Reconciling/Approving Invoice Reconciliations"

WebEx Trainings Requisitioning: March 3 – 10 a.m. – One-hour course for customers who create requisitions – Learn how to create: catalog and non-catalog requisitions change orders and more – Webinar training lets you participate right from your office phone and computer! – Free! – Sign up today on our website! –

Agenda Welcome – Rachael Lieblick/Danielle Kosberg DFS Electronic Form W-9 – DFS MyFloridaMarketPlace Upgrades – Rachael/Danielle VBS Upgrade – Eric Swanson Report Consolidation – Anne Rabon Recorded Trainings – Anne Rabon Q&A – MFMP Team Closing Comments – Rachael/Danielle

Agenda Welcome Remarks – Rachael Lieblick/Danielle Kosberg DFS Electronic Form W-9 – DFS MyFloridaMarketPlace Upgrades – Rachael/Danielle VBS Upgrade – Eric Swanson Report Consolidation – Anne Rabon Recorded Trainings – Anne Rabon Q&A – MFMP Team Closing Comments – Rachael/Danielle

Thank you! Next meeting May 2011

MFMP Customer Service Desk or (866) Rachael Lieblick, Chief, State Purchasing Operations or (850) Danielle Kosberg, MFMP Operations Manager or (850) Anne Rabon, MFMP Finance and Accounting Process Analyst or (850) Eric Swanson, MFMP Vendor Manager or (850) Linda McDonald, MFMP Communications Analyst or (850)