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Published byCandace McDaniel Modified over 8 years ago
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MyFloridaMarketPlace Vendor Meetings September 3, 2009: “Launching V.I.P. Tools for Florida’s Vendors…” 12:00 noon – 1:00 p.m. EDT The toll free number is: (888) 808-6959 Conference Code: 9766076#
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2 What’s New? (Overview of VIP functionality) What does “VIP” mean? “New and Improved” Functionality for Florida’s Vendors Navigating the areas in VIP: Vendor Registration / Account Maintenance Billing and Collections Performance Tracking When does VIP launch? Where can I learn more? Today’s Agenda Vendor Information Portal
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3 Overview “VIP” is the new name for the State of Florida’s “Vendor Information Portal” VIP Provides…. An updated look and feel to the State’s current vendor registration system Improved Information Views and Navigation Commodity Code Search Capabilities Simplified Fee Reporting What is VIP?
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4 Overview A new look and feel! A New Face for the Vendor System
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5 Overview Summary Information on a convenient Landing Page… Information Views and Navigation
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6 Overview Vendors are able to see summary information more easily “Drop Down” options are available for vendors to easily navigate to various areas in the system
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7 Information Views and Navigation Overview “Just in time” help is located throughout the system! Vendors can easily click on the question marks to see helpful information about the area of the application they are using
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8 Commodity Code Search Overview Vendors can enter ‘key words’ to conduct searches for applicable commodity codes Vendors can simply select the checkbox next to the applicable commodity code and then hit ‘Continue’ These commodity codes are then added to the vendor’s account
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9 Commodity Code Search Overview Please note that there is a checkbox that a vendor can use if there is a preference for NO commodity codes to be associated with the account Please note: Registration for commodity codes facilitates notification of available bid opportunities for vendors While public notification / posting continues to be available, it is to a vendor’s advantage to register for applicable commodity codes
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10 Overview There are fewer input fields required in the updated online form Simplified Fee Reporting
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11 What’s New? (Overview of VIP functionality) What does “VIP” mean? “New and Improved” Functionality for Florida’s Vendors Navigating the areas in VIP: Vendor Registration / Account Maintenance Billing and Collections Performance Tracking When does VIP launch? Where can I learn more? Today’s Agenda Vendor Information Portal
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12 What’s New? (Overview of VIP functionality) What does “VIP” mean? “New and Improved” Functionality for Florida’s Vendors Navigating the areas in VIP: Vendor Registration / Account Maintenance Billing and Collections Performance Tracking When does VIP launch? Where can I learn more? Today’s Agenda Vendor Information Portal
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13 Accessing Vendor Registration in VIP Registering with VIP Navigate to the MFMP Vendor Information Portal at https://vendor.myfloridamarketplace.com https://vendor.myfloridamarketplace.com Returning vendors can use the username / password entry under ‘Vendor Login’ New vendors can set up an account using the ‘New Vendor Registration’ entry box When registering for MyFloridaMarketPlace, it is strongly recommend to use a Federal Employer Identification Number (FEIN) rather than a social security number
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14 Accessing Vendor Registration in VIP Registering with VIP Returning vendors can log into their account and see a ‘Vendor Summary’ page This view provides quick access to additional information for: Vendor Registration / Account Maintenance activities Billing and Collections Performance Tracking
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15 Accessing Vendor Registration in VIP Registering with VIP New Vendors will enter a username and password as part of registration Wizard functionality will take vendors “step-by-step” through the registration process Completed steps are highlighted in GREEN In Process steps are highlighted in YELLOW Steps yet not completed are highlighted in RED “Required” fields are highlighted throughout the process Existing vendors can login to update their account information at any time
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16 Account Registration / Account Maintenance Registering with VIP The ‘Main Contact’ Information page is very important to keep current A main contact is the default contact that is used for communication between MFMP and the vendor It is recommended that vendors review / verify their account information at least monthly
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17 Account Registration / Account Maintenance Registering with VIP The “registration wizard” will lead the vendor through subsequent screens (such as General Information) to enter in ‘1099 name’ and ‘DBA name’ Vendors can also add optional information such as: Dun and Bradstreet Number Company Website Florida Revenue ID number
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18 Account Registration / Account Maintenance Registering with VIP The ‘Business Profile’ page allows vendors to select the designation that best describes their company (e.g., US Corporation, Government Entity, Partnership / Joint Venture, etc.) Please do not confuse the term ‘Government Entity’ with the fact that you are a vendor doing business with the State of Florida If a vendor has questions about whether they are considered a ‘government entity,’ please contact the MFMP Customer Service Desk at vendorhelp@myfloridamarketplace.com vendorhelp@myfloridamarketplace.com
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19 Account Registration / Account Maintenance Registering with VIP The ‘Certified Business Enterprise’ page allows vendors to select an appropriate designation(s) for : Minority Business Designation Woman Owned Designation Service-Disabled Veteran Business Enterprise Designation This information is also reviewed and confirmed by the Office Of Supplier Diversity for applicable certification
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20 Account Registration / Account Maintenance Registering with VIP The ‘Locations/Contacts’ page is used to add additional account contacts to a vendor’s account Adding ‘locations’ to the account is where the following information is added: Purchase Order email / fax information Remit-To Information Billing Contacts Fields such as ‘email address,’ ‘fax number,’ and ‘Remit-To information’ need to be accurate in order for vendors to receive their MFMP purchase orders and payments
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21 Account Registration / Account Maintenance Registering with VIP The ‘Commodity Code Selection’ page allows vendors to select applicable commodity codes for the types of products and/or services offered While public notification / posting continues to be available, it is to a vendor’s advantage to register for applicable commodity codes Please note: Registration for commodity codes facilitates notification of available bid opportunities for vendors
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22 Account Registration / Account Maintenance Registering with VIP When adding commodity codes, the ‘Search Commodity Codes’ function provides vendors with the ability to search by a keyword descriptor The system then returns a set of results that include the key word as part of the commodity code Vendors can simply select the applicable commodity codes and save the changes to their account While a vendor may provide “specific” products, sometimes a “general” search may be best. For example- in this scenario, the vendor searched by the word ‘desk’ to bring back a variety of results as selection options
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23 Account Registration / Account Maintenance Registering with VIP Vendors also have the opportunity to complete registration for additional State Solicitation Tools such as “Sourcing” and “eQuote” The Sourcing Tool is used for formal bids (> $25,000) The eQuote Tool is used for informal bids (< $25,000) The MFMP team facilitates a separate, dedicated session to ‘Solicitations’ For vendors interested in attending a session on ‘Solicitations,’ upcoming Web meeting sessions will be posted on the ‘MFMP Vendor Meetings’ page of the MFMP ToolkitMFMP Vendor Meetings
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24 Account Registration / Account Maintenance Registering with VIP The last steps in the Vendor Registration activity include: Email address confirmation Terms of Use Review / Acceptance Once these items are finished, the registration is complete, and a registration summary will be sent to the vendor’s account!
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25 What’s New? (Overview of VIP functionality) What does “VIP” mean? “New and Improved” Functionality for Florida’s Vendors Navigating the areas in VIP: Vendor Registration / Account Maintenance Billing and Collections Performance Tracking When does VIP launch? Where can I learn more? Today’s Agenda Vendor Information Portal
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26 Vendor Summary Billing and Collections in VIP Returning vendors can log into their account and access their ‘Vendor Summary’ page Navigating to the ‘Billing and Collections’ area provides vendors with a view of: Bill-To Contact Information Self-Reporting Summary (of last 3 reports) Consolidated Billing Invoice (CBI) Snapshot (of last 3 months)
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27 Billing and Collections Navigation Billing and Collections in VIP This provides details of a vendor’s transaction fee reporting and payment account Vendors have the option to quickly navigate to: Submit a Report View Company Summary View Full CBI History View Self-Reporting History
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28 Accessing CBIs / Submitting Reports in VIP Billing and Collections in VIP Vendors can access individual Consolidated Billing Invoices (CBIs) by simply clicking on the links under the ‘CBI Snapshot’ area State Term Contract Vendors can also submit self-reports for any payments received on contracts
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29 Example: Submitting a Transaction Fee Report Billing and Collections in VIP State Term Contract (STC) vendors are required to provide monthly reports for payments received; Non- STC vendors may have additional fees to report that were not included as part of a CBI To report for a specific month, a vendor can select from the ‘Report Period Selection’ box, and click ‘Add’ Pages have been simplified so that there is one field to be completed for fee-eligible payments Once fee-eligible payments have been entered, the vendor clicks ‘Continue’ to see a summary of the information entered and calculated
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30 Example: Submitting a Transaction Fee Report Billing and Collections in VIP Automated calculation will show the resulting transaction fees due The vendor then clicks the ‘I Agree’ button to get a confirmation page and additional information about how to submit payment For vendors interested in attending a session on ‘Transaction Fee Reporting and Payment,’ upcoming Web meeting sessions will be posted on the ‘MFMP Vendor Meetings’ page of the MFMP ToolkitMFMP Vendor Meetings
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31 What’s New? (Overview of VIP functionality) What does “VIP” mean? “New and Improved” Functionality for Florida’s Vendors Navigating the areas in VIP: Vendor Registration / Account Maintenance Billing and Collections Performance Tracking When does VIP launch? Where can I learn more? Today’s Agenda Vendor Information Portal
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32 Vendor Performance Information in VIP Performance Tracking Returning vendors can log into their account and access their ‘Vendor Summary’ page Navigating to the ‘Performance Tracking’ area provides vendors with a view of performance tracking inputs
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33 Vendor Performance Information in VIP Performance Tracking Vendors are able to see: Rating Summary Rating Detail The Rating Scale that agency customers use when answering survey questions about the vendor’s performance 3.57 7637 8288 3.56 3.61 3.55 3.56
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34 What’s New? (Overview of VIP functionality) What does “VIP” mean? “New and Improved” Functionality for Florida’s Vendors Navigating the areas in VIP: Vendor Registration / Account Maintenance Billing and Collections Performance Tracking When does VIP launch? Where can I learn more? Today’s Agenda Vendor Information Portal
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35 What’s New? (Overview of VIP functionality) What does “VIP” mean? “New and Improved” Functionality for Florida’s Vendors Navigating the areas in VIP: Vendor Registration / Account Maintenance Billing and Collections Performance Tracking When does VIP launch? Where can I learn more? Today’s Agenda Vendor Information Portal
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36 Additional Resources Where can I learn more? Information will continue to be posted on the Vendor Information Portal (VIP) page on the MFMP ToolkitVendor Information Portal (VIP) page For technical questions concerning MFMP or the registration process, please contact Vendor Help at: VendorHelp@MyFloridaMarketPlace.com or 1-866-352-3776VendorHelp@MyFloridaMarketPlace.com For questions about becoming a certified minority business enterprise (CMBE), please contact the Office of Supplier Diversity (OSD) at: OSDHelp@dms.MyFlorida.com OSDHelp@dms.MyFlorida.com General MFMP Contact information: Phone: 866-352-3776 Fax: 850-414-8192 Email: VendorHelp@MyFloridaMarketPlace.com Website: http://myfloridamarketplace.comVendorHelp@MyFloridaMarketPlace.comhttp://myfloridamarketplace.com Hours: Monday – Friday, 8:00 a.m. – 5:30 p.m. EDT
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37 How do I get on the “VIP List?” Wrap-Up! Vendors who are currently registered with MyFloridaMarketPlace do not have to re-register in VIP Current vendor registration information will be converted into the VIP system All vendors should confirm their current account information- make sure it is current!
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38 Vendor Information Portal Questions and Answers Thank You for your Participation Today!
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