1. Feb. 22, 2011 1:30-3 p.m. MFMP Customer Roundtable Meeting

2. 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

3. 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

4. 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

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

6. 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.

7. 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.

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

9. MyFloridaMarketPlace Upgrades Less steps to create a Requisition

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

11. MyFloridaMarketPlace Upgrades Copy Requisitions Includes Requisition you copied from

12. MyFloridaMarketPlace Upgrades History Tracking for Attachments

13. MyFloridaMarketPlace Upgrades New Invoicing Form

14. MyFloridaMarketPlace Upgrades Detailed Ariba error messages includes number of errors

15. MyFloridaMarketPlace Upgrades You can compare like catalog items

16. MyFloridaMarketPlace Upgrades Password reset capabilities

17. 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

18. 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

19. 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

20. 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

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

22. 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

23. 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

24. 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

25. Secure Report Consolidation – Review Plan

26. 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

27. 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

28. 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

29. 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

30. 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 http://dms.myflorida.com/mfmp_tourshttp://dms.myflorida.com/mfmp_tours –Two new Buyer Trainings 1) "Creating a Requisition“ 2) "Reconciling/Approving Invoice Reconciliations"

31. 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! – http://dms.MyFlorida.com/mfmp_webexhttp://dms.MyFlorida.com/mfmp_webex

32. 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

33. 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

34. Thank you! Next meeting May 2011

35. MFMP Customer Service Desk BuyerHelp@MyFloridaMarketPlace.com or (866) 352-3776 BuyerHelp@MyFloridaMarketPlace.com MyFloridaMarketPlace@dms.MyFlorida.com Rachael Lieblick, Chief, State Purchasing Operations Rachael.Lieblick@dms.MyFlorida.com or (850) 488-7809 Rachael.Lieblick@dms.MyFlorida.com Danielle Kosberg, MFMP Operations Manager Danielle.Kosberg@dms.MyFlorida.com or (850) 766-0772 Danielle.Kosberg@dms.MyFlorida.com Anne Rabon, MFMP Finance and Accounting Process Analyst Anne.Rabon@dms.MyFlorida.com or (850) 294-0739 Anne.Rabon@dms.MyFlorida.com Eric Swanson, MFMP Vendor Manager Eric.Swanson@dms.MyFlorida.com or (850) 445-3894 Linda McDonald, MFMP Communications Analyst Linda.McDonald@dms.MyFlorida.com or (850) 363-0628 Eric.Swanson@dms.MyFlorida.com Linda.McDonald@dms.MyFlorida.com