Water Treatment Chemicals. Sourcing 3.0 Overview October 26, 2011

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1 Water Treatment Chemicals Sourcing 3.0 Overview October 26, 2011

2 Agenda Accessing Sourcing 3.0 Sourcing 3.0 Overview Accessing Events Responding to an Event Where can I learn more? 2

3 Accessing Sourcing 3.0 The Department of Management Services Division of State Purchasing currently uses The MyFloridaMarketPlace (MFMP) Sourcing Tool to issue formal competitive bids This training provides key information about What s New in Sourcing 3.0, including how to receive and respond to Division of State Purchasing bid opportunities 3

4 Accessing Sourcing 3.0 Vendors register for the Sourcing tool as part of their Vendor Information Portal (VIP) account registration / maintenance activities Simply select the View / Edit Solicitation Selections option from the I want to dropdown list to launch the Solicitations / Price Quote Requests page 4

5 Accessing Sourcing 3.0 Update your Solicitation preferences by selecting Yes, I want to participate in electronic solicitations Selecting Yes also provides you with solicitation notifications from the Vendor Bid System (the state s central posting tool for agency solicitation documents) 5

6 Accessing Sourcing 3.0 Vednros are also able to View / Edit Commodity Codes associated with their VIP and Sourcing account by using the I want to dropdown list and navigating to the update page Account updates are sent nightly from MFMP-VIP to MFMP-Sourcing 3.0 Complete any registration ti updates at least 48 hours before a bid submission i is due Once updated, MFMP sends notifications to you when a solicitation opens with your registered commodity codes. Keep in mind, your firewall & other settings you have in place, could prevent delivery 6

7 Accessing Sourcing 3.0 Sample MFMP-Sourcing 3.0 Notification 7

8 Accessing Sourcing 3.0 Sample Vendor Bid System (VBS) notification 8

9 Agenda Accessing Sourcing Sourcing 3.0 Overview Accessing Events Responding to an Event Where can I learn more? 9

10 Sourcing 3.0 Overview Easier Access for Vendors: Vendors' usernames and passwords match their Vendor Information Portal (VIP) username and password "Join vs. Preview" functionality: Vendors can "preview" event information to determine if they want to bid or "join" the event in Sourcing 3.0 Promotes Transparency: Sourcing 3.0 includes a Public Access" view - without a username or password. Simply click the Public Access" button to view Open events 10

11 Overview Sourcing 3.0 Public Access Public Access view does not require a username or password Clicking the Public Access button allows customers to view all Open events The Public Access view will include a Preview option for each event Note: Vendors can respond to solicitations it ti only logged in under their specific Sourcing account Event 1 Event 2 Event 3 Event Description Event Description Event Description 11

12 Sourcing 3.0 Overview Username and Password Usernames and passwords match your Vendor Information Portal (VIP) username and password (Main Contact) 12

13 Overview Sourcing 3.0 Join and Preview When a vendor logs into Sourcing 3.0 with their username and password, there is a view that shows: My Events (Events they already joined) Public Events (Events that have at least one of the selected commodity codes their VIP account, but they have not yet joined) Event 1 Event 2 Event 3 This area will include a short description of the event. 13

14 Overview Sourcing 3.0 Join and Preview Event 1 Event 2 Event 3 This area will include a short description of the event. Event 3 Clicking on Preview provides summary level information about the event, due date, time remaining, etc. 14

15 Overview Sourcing 3.0 Join and Preview Event 1 Event 2 Event 3 This area will include a short description of the event. To join the event, make sure to click the Join button next to the Public Event listed (this shows on the page that launches after logging into your account with your Sourcing username and password) 15

16 Agenda Accessing Sourcing 3.0 Sourcing 3.0 Overview Accessing Events Responding to an Event Where can I learn more? 16

17 Accessing Events On the login screen, enter the same username and password information you currently use for your VIP account If you forgot your username or password, use the Forgot Your Password link on VIP to reset it Contact the MyFloridaMarketPlace Customer Service Desk at or (866) for assistance Please Note: When you reset your username / password in VIP by 6 p.m. Eastern Time on a given business day, you will be able to login to Sourcing 3.0 with that username / password information the next business day You should complete any registration updates at least 48 hours before a bid submission is due 17

18 Agenda Accessing Sourcing 3.0 Sourcing 3.0 Overview Accessing Events Responding to an Event Where can I learn more? 18

19 Responding to an Event While an event is in a Preview period, you have the opportunity to download or print event materials (using the buttons above) The clock at the top of the screen shows the remaining time until the bid is open for responses 19

20 Responding to an Event Submitting a Question To submit a message during an event, click on the Event Messages link on the navigation panel On the Event Messages page, use the Compose Message button you can use to send a message to the event owner 20

21 Responding to an Event Submitting a Question The Compose New Message screen provides a text box where you type a question to the event owner After typing your question / message, click Send to transmit the message to the event owner 21

22 Responding to an Event Event Details When responding to an event, the Event Details checklist / navigation menu facilitates the submission process Make sure to complete each area listed (including the link to Review and Accept Agreement ) The Review Event Details page allows you to view summary information about the event and also allows you to download or print event content 22

23 Responding to an Event Review and Accept Agreement The Review and Accept Agreement link displays the terms of the bidder agreement You must accept to submit an official response 23

24 Responding to an Event Preparing Response Select the checkbox for any/all the items you intend to bid Select Submit Selected Lots In this example we selected all items 24

25 Response Types Several different types of responses: Attachment Downloads Text Boxes (Single/Multi-Line) Yes/No Questions Pricing File Attachment Responses Asterisks (*) mark required fields 25

26 Attachment Downloads Read only attachment download (circled) 26

27 Text Boxes Text Box fields (circled) Single Line Multiple Line 27

28 Yes/No Questions Yes/No fields (circled) Yes / No Questions default to Unspecified. Select an answer in the dropdown Only one answer per question is permitted Asterisks(*) () mark required fields 28

29 File Attachment Responses File Attachment fields (circled) Select Attach a file Sourcing 3.0 will prompt yo to browse to the file on your computer Select OK and your file will be uploaded 29

30 Pricing Submitting Pricing Items and Item Terms Price Per UOM Transportation Cost Per UOM Extended Price (by Region)= Price Per UOM + Region Transportation Cost Per UOM Container Sizes 30

31 Responding to an Event Submitting Your Response Test Event Please note: Clicking Save does not submit your response You must click Submit Entire Response for the bid to be formally submitted 31

32 Responding to an Event Submitting Your Response Test Event Test Event Clicking on Submit Entire Response prompts a confirmation box You must click OK to proceed Once you click OK, you will see a message at the top of the event that says Your response has been submitted. Thank you for participating in the event. 32

33 Responding to an Event Submitting Your Response Test Event Test Event Additional helpful links include: Event Messages (Click here to see a message history of notices associated with this event ) Response History (Click here to confirm that your submitted response is visible, and therefore formally submitted) 33

34 Responding to an Event Response History Test Vendor Vendor Contact This is a sample screen for a vendor that clicks Response History in the navigation menu This shows a vendor s submission time and current status ( Accepted meaning that the bid has been submitted through the system.) 34

35 Agenda Accessing Sourcing 3.0 Sourcing 3.0 Overview Accessing Events Responding to an Event Where can I learn more? 35

36 Where Can I Learn More? Sourcing Upgrade page on the MyFloridaMarketPlace M Toolkit Please visit the MFMP Vendor Meetings page of the MFMP Toolkit to view upcoming Vendor Meeting sessions For technical questions concerning MyFloridaMarketPlace, the registration process, or obtaining i access to Sourcing 3.0, please contact t our MFMP Customer Service Desk at VendorHelp@MyFloridaMarketPlace.com (866)

37 Where Can I Learn More? MyFloridaMarketPlace Contact information: Phone: (866) VendorHelp@MyFloridaMarketPlace.com M Hours: Monday - Friday, 8 a.m. to 5:30 p.m. Eastern Time 37

38 Questions? Thank You for your Participation Today! 38

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