Customer Roundtable (CRT) Meeting Wednesday, September 15, a.m. Eastern time (888) ; #

Agenda  Welcome /Introductions [Rachael Lieblick]  DFS CFO Memorandum No. 1 and 2 ( )  Upcoming Upgrades  Analysis 3.0 Overview  MFMP Training Tours/Training Update  Vendor Clean-up Activity  Open Items/Wrap-Up! 2 Agenda 9/15/10 CRT Meeting

Agenda  Welcome /Introductions  DFS CFO Memorandum No. 1 and 2 ( ) [Laura Anderson, DFS]  Upcoming Upgrades  Analysis 3.0 Overview  MFMP Training Tours/Training Update  Vendor Clean-up Activity  Open Items/Wrap-Up! 3 Agenda 9/15/10 CRT Meeting

 DFS CFO Memorandum No. 1 and 2 ( )  Purpose of agency management certification  Purpose of contract manager certification  MFMP and the contract summary form 9/15/10 CRT Meeting 4 DFS CFO Memorandum Review

Agenda  Welcome /Introductions  DFS CFO Memorandum No. 1 and 2 ( )  Upcoming Upgrades [Rachael Lieblick]  Analysis 3.0 Overview  MFMP Training Tours/Training Update  Vendor Clean-up Activity  Open Items/Wrap-Up! 5 Agenda 9/15/10 CRT Meeting

Page - 6 Analysis Fundamentals: What is Analysis? MFMP Buyer 3.0 Upgrade Objectives 9/15/10 CRT Meeting Operational ObjectivesOther Objectives MFMP secure report evaluationAriba 9R1 / change request evaluations Workflow process improvementAddress audit findings Clean-up of open approvablesUpdate current FLAIR interface

Page - 7 Analysis Fundamentals: What is Analysis?  Buyer upgrade planning & assessment has started  Features & functionality of MFMP 3.0 coming Fall 2010  Development will start this month with a "code freeze"  We will not make changes to the current system beginning late Fall 2010  System testing will begin in the Spring 2011  User acceptance testing (UAT) and training activities will take place Summer 2011  Go-live is currently targeted for early September 2011 MFMP Buyer 3.0 Upgrade Timeline 9/15/10 CRT Meeting

Page - 8 Analysis Fundamentals: What is Analysis?  CRB will assist with planning and communication activities throughout the upgrade process  We plan to implement an active communication strategy to ensure a successful upgrade  eNewsletter  Bulletin board  communications  Meetings & training opportunities  Buyer toolkit  MFMP Buyer 3.0 Upgrade 9/15/10 CRT Meeting

Page - 9 Analysis Fundamentals: What is Analysis?  We divided this Upgrade into four releases:  Release One: Buyer design team will review prior to implementation. Release One will be implemented Fall 2010  VBS/SPURSView enhancements include:  Updating search filters in both VBS and SPURSView  Update the look and feel to be similar to the Vendor Information Portal (VIP)  Ability to create a ‘master advertisement’ that you can post to in stages rather than creating many separate advertisements for the same solicitation  Vendor Bid System (VBS)/SPURSView Upgrade 9/15/10 CRT Meeting

Agenda  Welcome /Introductions  DFS CFO Memorandum No. 1 and 2 ( )  Upcoming Upgrades  Analysis 3.0 Overview [Kasey Bickley]  MFMP Training Tours/Training Update  Vendor Clean-up Activity  Open Items/Wrap-Up! 10 Agenda 9/15/10 CRT Meeting

What’s new and improved in Analysis 3.0?  Addition of FLAIR encumbrance and payment data  Additional accounting information for purchase orders and invoice reconciliations  Improved contract data  Improved invoice data  Improved visibility to “green” spend  Additional VIP vendor data  Updated Dashboard and report scheduling  Enhanced system reports (“pre-packaged reports”) 9/15/10 CRT Meeting 11 Analysis 3.0 Overview

What’s new and improved in Analysis 3.0?  In addition to creating your own analytical reports, Analysis 3.0 is enhanced to include a set of ‘Prepackaged Reports’ to assist as a starting point for customizing your agency reports! New reports include:  Contract Count  FLAIR Encumbrance  FLAIR Payments  Invoice Count and Spend  Invoice Reconciliation Cycle Time  Master Agreement Request Cycle Time  PO Count and Spend  Requisition Cycle Time  Vendor Count 9/15/10 CRT Meeting 12 Analysis 3.0 Overview

 Let’s share the new Analysis 3.0! What do you think?  Note: Analysis will be unavailable September 27-29, /15/10 CRT Meeting 13 Analysis 3.0 Overview

Where can I learn more?  Consider the Analysis 3.0 Upgrade Training at  Remember the training presentations are all posted online at  Web-based training will be updated over the next quarter. Once complete, a notice will be sent to liaisons announcing that updated training is available.  Contact our MFMP customer service desk with questions (866) or 9/15/10 CRT Meeting 14 Analysis 3.0 Overview

Agenda  Welcome /Introductions  DFS CFO Memorandum No. 1 and 2 ( )  Upcoming Upgrades  Analysis 3.0 Overview  MFMP Training Tours/Training Update [Anne Rabon]  Vendor Clean-up Activity  Open Items/Wrap-Up! 15 Agenda 9/15/10 CRT Meeting

 Don’t have the time to spend in a full-day class for training? Consider one of our new training tours online.  Published tours include:  Invoice eForm  System Basics  Receiving  Analysis 3.0 Upgrade training  9/15/10 CRT Meeting 16 New! Training Tours

 We’re offering a free, in-person training workshop in Tallahassee on October 21.  Classes include:  Florida Purchasing 101  State term contracts (STC)  Advanced Requesting  Advanced Invoicing  9/15/10 CRT Meeting 17 Training Class Update

Agenda  Welcome /Introductions  DFS CFO Memorandum No. 1 and 2 ( )  Upcoming Upgrades  Analysis 3.0 Overview  MFMP Training Tours/Training Update  Vendor Clean-up Activity [Eric Swanson]  Open Items/Wrap-Up! 18 Agenda 9/15/10 CRT Meeting

Wrap-Up  DFS will require a new W-9 on file for all vendors by late  The W-9 project will be requiring all vendors to submit a new W-9 in order to be eligible to conduct business with the state.  All MFMP vendors with no activity will be deleted beginning November  To reduce the workload, MFMP will review all vendors for activity to determine if they have had business with Florida in the past two fiscal years.  To be deleted from MFMP the vendor will have to meet four criteria over the past two fiscal years: (1) They will have to have had no POs in MFMP ; (2) No payments in FLAIR; (3) Not accessed their VIP account; and (4) No bids in Sourcing.  Vendors can re-register at any time.  If a vendor is deleted and does want to do business with the state, they can re-register at any time in VIP in a matter of a few minutes. 19 Vendor Clean-up Activity 9/15/10 CRT Meeting

Agenda  Welcome /Introductions  DFS CFO Memorandum No. 1 and 2 ( )  Upcoming Upgrades  Analysis 3.0 Overview  MFMP Training Tours/Training Update  Vendor Clean-up Activity  Open Items/Wrap-Up! [Eric Swanson] 20 Agenda 9/15/10 CRT Meeting

Wrap-Up  Open Forum for CRT members  Questions / Comments? 21 Wrap-Up! 9/15/10 CRT Meeting

Team Member Phone Number Communications Analyst F&A Process Analyst Chief, State Purchasing Operations Purchasing Process Analyst Vendor Management Analyst Wrap-Up 22 Contact Us 9/15/10 CRT Meeting