Agenda CSA Overview CSA major features CSA status CSA s File attachments and Browsers specifications CSA login / URL references CSA demonstratio

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1 Contractor Sourcing Application (CSA) Training New Supplier Presentation

2 Agenda CSA Overview CSA major features CSA status CSA s File attachments and Browsers specifications CSA login / URL references CSA demonstration CSA screen shots navigation end to end processing (how to view and respond to a request other key functions how Guest company coordinator (GCC) can request access for additional users 2

3 CSA Overview Contractor Sourcing Application (CSA) Used to buy technical, education, and consulting services resources from IBM contracted suppliers based on country configuration Intranet and Internet based applications IBM requesters create request on the internal CSA intranet site and submit to suppliers IBM configured suppliers are notified via of requests and log into supplier s interface to review and submit their responses IBM requesters are notified of supplier s responses and log into intranet site to review and select responses to bridge to Bond for approvals and PO issuance. CSA for suppliers is deployed in the following countries : US, Canada, Germany, France, India, China, UK, Belgium, Netherlands, Luxembourg, Finland, Sweden, Norway, Denmark, Spain, Portugal, Ireland, Austria, South Africa, Switzerland, Slovakia, Hungary, Czech republic, Singapore, Hong Kong, Malaysia, Thailand, Indonesia, New Zealand, Philippines, South Korea, Australia, Argentina, Brazil, Peru, Colombia, Chile, Mexico 3

4 CSA Major Features Each supplier will have a Guest Company Coordinator Controls user access within the company Welcome page displays recent requests sent to supplier 2 request types: new request, renewal Supports request for information (no supplier response) and request for quote (supplier response) Use of Expertise Taxonomy to define skill requirements Ability to save responses as drafts Rate matrix pricing for skill requested will be displayed Ability to see status of responses Comments history log Requests can be modified by requester and re-sent out to suppliers (ie start/end date, quantity, work location, etc ) Requests can be canceled, put on hold, remove from hold Various search and sort functions Navigation views at request level, line item level, supplier response level profile setting for supplier users 4

5 Types of CSA requests. Time and Material (T&M) Time and Material (T&M) Specific job role/skill set at a specific location for a specified quantity of time withapre pre-negotiated rate The requester engages with suppliers directly to review and select specific supplier resources to fulfill the job role/skill set being requested Buyer involvement is only onan exception basis for most CSA T&M requests. The 2 exception scenarios are when a non- core supplier is selected bythe requester for the specifiedjob role skill set or if the pricing from the supplier exceeds the pre-negotiated rate matrix pricing. 5

6 Types of CSA requests. Fixed Price Fixed price The service being requested is an agreement between IBM and a supplier that is based onaprice that will not vary and does not depend on the amount of resources or time expendedbythe supplier to deliver the product or service The payment method will be agreed upon by both partiesand maybe paid in incrementsorin inone lump sum The buyer will be responsible to decide which suppliers are sent this request and manage the entire quoting and response selectionprocess The requesters will notbe able to submit the request directly tosuppliers 6

7 Request level: Common CSA status Active, Canceled, On hold, Closed Skill line item level: Active, Canceled, On hold, Fulfilled, Response level: Draft, Ready for submission, Submitted/non-finalist, Finalist, Fulfilled, Awaiting authorization, Ready to fulfill, Withdrawn by supplier, Rejected, Review and resubmit, 7

8 CSA s Request is submitted to supplier, including modified active requests. Response is selected as a finalist Finalist is selected Request line item is closed Response is rejected by requester or approver Response is changed from finalist to non-finalist Request is canceled Request is put on hold Request is taken off hold 8

9 CSA browsers and file attachment specifications Supported Browsers on supplier interface 1. MS Internet Explorer version 6.0, 7.0, Google Chrome 3. Firefox Mozilla 3.x File attachment specifications Max size limit is 800kb and acceptable file types are: Microsoft Word (.doc) Acrobat file (.pdf) Lotus Wordpro file (.lwp) Lotus 123 file (.123) Excel spreadsheet (.xls) Powerpoint presentation (.ppt) Zip archive (.zip) Plain text (.txt and.text) HTML (.htm and.html) RAR (.rar ) Lotus Symphony (.odt,.ods and.odp) CSV files (.csv ) and RTF (.rtf ) Please note that the file must be closed to ensure the successful attachment. If file is open, it will not attach properly. The file name of the attachment should be in English. Please do not use any special characters in the file s name (;,$,~,,,@,%,&,*) 9

10 CSA Login CSA splash page url: Please always try using the URL: ibm.com/procurement/csa to log into CSA instead of clicking the CSA link in CSA notification mail. Supply Portal ID/Password URL GCC will use the same url for submitting requests for additional users for CSA, click on New user app enrollment under User functions section of My Portal My Function. Call the help desk for assistance if needed CSA will be an option in your list of applications once access is granted 10

11 User Guide CSA Help Help Desk 03.ibm.com/procurement/proweb.nsf/ContentDocsByTitle/United+State s~application+help?opendocument&parent=application+help 03.ibm.com/procurement/proweb.nsf/ContentDocsByTitle/United+State s~ibm+global+procurement+application+support+center+strategy CSA education class can be scheduled via the Help desk 11

12 CSA splash page login screen URL: 12

13 CSA Welcome screen 13

14 View individual skills 14

15 Inactive skills 15

16 View responses 16

17 Finalist responses 17

18 Inactive responses 18

19 CSA search 19

20 Responding to a Request 20

21 View the request 21

22 22

23 Top of the Page Bottom of the Page 23

24 Reject a skill 24

25 Add a response (1 of 2) 25

26 Add response (2 of 2) 26

bill rate, straight time wage and other expenses.

27 Add response (2 of 2) The second page of adding a response may also include on call coverage or overtime bill rate, straight time wage and other expenses. Depending on country configuration those fields can be mandatory or not 27

28 Add a response for AP region(1 of 2) 28

29 Response pricing review screen 29

30 Summary of response (1 of 2) 30

31 Summary of response (2 of 2) 31

32 Request Summary 32

33 Submitted response 33

34 Withdraw response 34

35 Renewal Requests and Resubmitted Requests 35

36 Renewal request 36

37 Renewal Request 37

38 Resubmit function Allows initiator, requester, or project coordinators to edit a submitted request and resend it to configured suppliers The following request detail fields can be modified: Project Coordinator, response reviewer, request type, Accounting information to be used in Bond, accounting information (but not accounting type) and Attachments. Changes to the attachment or the request type from RFI to RFQ will result in supplier s s responses received to date to be reset back to the supplier and changed to review and resubmit status. The following line item fields can be modified: Quantity of skill needed, years of experience, education requirements All fields in Position details section can be edited. All fields in the Estimate of time to be worked section can be edited. Secondary skills section are editable Supplier list can be modified. 38

39 Resubmit function The following skill line item fields can not be modified: Primary job category, Secondary job category, Job role, Skill set or Skill level and work location Depending on the changes, responses previously submitted by suppliers will be removed from requester s view and reset back to supplier in review and resubmit status. Suppliers will be notified via to resubmit their responses. will contain the changes made on the request. Some changes will not require suppliers to resend responses and requesters will be able to action those responses business as usual 39

40 GCC ID s explained, Adding Additional Users for Your Supplier Company, & Changing the s you Receive 40

41 Process for GCC to request access for additional users Each supplier has identified a focal point to be the CSA guest company coordinator (GCC) to control user access for their company Only the GCC can submit a request to grant access to another user in their company There are 2 user roles, GCC or regular user Regular user can access all CSA request and respond to all requests just like a GCC but they do not have authority to request access for another user There can be more than 1 GCC for each supplier IBM will maintain records for one GCC for each supplier. If this GCC contact is replaced, please contact the help desk to advise of the replacement GCC so that we can initiate the update. 41

42 Submit new user request 42

43 Submit new user request 43

44 Submit new user request 44

45 Submit new user request 45

46 Submit new user request 46

47 Submit new user request 47

48 Submit new user request 48

49 Submit new user request 49

50 Submit new user request 50

51 Supplier user s profile preference setting Suppliers will have 3 options to set the indicator for handling CSA s. The indicator can be set to either Yes or No. All supplier users have been defaulted to Yes automatically with R1.2.9 All updates for setting must be done via IBM Supply portal and not within CSA Option 1. New user app enrollment Who can use this option Guest Company coordinator (GCC) only Comments GCC will use this option to grant CSA access to a new user who has not been set up for any IBM application and CSA is the first application they are being setup for. Note: If the new CSA user already has access for another IBM application ( WOI / ESI, etc), then the GCC needs to use Request app access option to get the user setup for CSA ( see option 3 below). 51

52 Supplier user s profile preference setting Option 2. Modify app access Who can use this option Any user that has been granted CSA access already (including GCC) Comments GCC can use this option to change preference for any user in their company besides themselves Non-GCC users can also update their own preference 52

53 Supplier user s profile preference setting Option 3. Request app access Who can use this option Any user that already has access to an IBM application, (including GCC) Comments GCC should use this option to request CSA access for a user that already has access to other IBM applications Individual users can use this option to request access for themselves for other applications that is available in the drop down list. (If they don t see a particular application in the drop down list, it means they either have access to the application or they are not authorized to get access and will have to check with their GCC. 53

54 Modify app access screen shots 54

55 Modify app access screen shots 55

56 Modify app access screen shots 56

57 Modify app access screen shots 57

58 Modify app access screen shots 58

59 Modify app access screen shots 59

Contractor Sourcing Application (CSA) Training. Release New Supplier Presentation

Contractor Sourcing Application (CSA) Training Release 1.2.9 New Supplier Presentation Agenda CSA Overview CSA major features CSA status CSA e-mails File attachments and Browsers specifications CSA login