MyFloridaMarketPlace Roundtable July 1, 2003 MyFloridaMarketPlace.

MyFloridaMarketPlace Roundtable

July 1, 2003

MyFloridaMarketPlace

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MyFloridaMarketPlace Roundtable MyFloridaMarketPlace Roundtable Session AgendaSession Agenda

Welcome / Overview of Today’s Session

Update on Go Live!

Update on P-card memorandum

System Demonstration

Break

Continued Discussion of Vendor Exemption Processes

Resolution of Pending Issues / New Issues

Next Meeting Location / Time

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Update on Go Live!



Break




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MyFloridaMarketPlace Roundtable MyFloridaMarketPlace Roundtable Update on Go-Live!Update on Go-Live!

Key Dates:

March 31, 2003: Vendors began registering in the system via the Vendor Registration module

April 28, 2003: Pilot Agencies (DOT, DMS, STO) began loading contracts

June 2, 2003: Pilot Agencies (DOT, DMS, STO) began entering Blanket Purchase Orders

July 1, 2003: Go Live with Transaction Processing for Pilot Agencies (DOT, DMS, STO)

September 1, 2003: Begin rollout to remaining agencies

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MyFloridaMarketPlace Roundtable MyFloridaMarketPlace Roundtable Update on Go-Live!Update on Go-Live!

Today is a big milestone! Thank you for all of your efforts to date…

Florida is 1 of only 8 states to implement an eProcurement system

Florida is the only state to have a comprehensive eProcurement system that includes the

ability to purchase commodities and services, as well as conduct online Sourcing and

Quoting

Broad-based, comprehensive functionality

Expands the economic development opportunities for businesses of all sizes

As of today, we have approximately 12,000 vendors registered- no other State with an

active eProcurement system has reached that number of vendors in the same timeframe

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Update on Go Live!



Break




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Update on Go Live!



Break




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MyFloridaMarketPlace supports a number of different functions including:

– Vendor Registration – Allows vendors to register and maintain their vendor information in the system. The vendor may also register for CMBE certification within the Vendor Registration System

– Requisitioning – Online creation of requisition from an online catalog or contract. Supports submitting electronic quotes to vendors and allowing vendors to respond to the quote online.

– Contract tracking – Online tracking of contracts including available balance, contract term, contract pricing, etc.

MyFloridaMarketPlace System OverviewMyFloridaMarketPlace System Overview

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MyFloridaMarketPlace System Overview MyFloridaMarketPlace System Overview (cont.)(cont.)

– Invoice reconciliation – Online matching of invoice, purchase order, receipt, and/or contract. The discrepancies will be identified and routed to the agency for review

– Reporting – Customized reporting capabilities providing the agencies with spend visibility, contract compliance, etc.

– Bidding – Online submission of solicitations to vendors. Vendors will respond to their bids online and the agency may evaluate the responses online as well.

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Update on Go Live!



Break




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Transaction Fee ExemptionTransaction Fee ExemptionProcess – 60A-1.032(1)Process – 60A-1.032(1)

Transaction Fee Exemption Process60A-1.032(1)

Cus

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ervi

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esk

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PurchasingAgent

PurchasingAgent

Agency submitstransaction fee

exemption form toCustomer Service

Desk via email

Agency completestransaction feeexemption form

including justification


Customer Service Deskupdates

MyFloridaMarketPlacewith exemption request

Customer ServiceDesk notifies agency

via email uponcompletion of

exemption requestCustomer Service Desk

Personnel

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Effective July 1, 2003, vendors are subject to the transaction fee for all new

transactions unless exempted by rule. Agencies that have not implemented

MyFloridaMarketPlace may grant a transaction fee exemption per 60A-1.032(1).

The steps are summarized below:

1. The Agency will complete the form summarizing the exemption request.

2. The Agency will file the exemption request form to send to the Customer

Service Desk once the agency goes live.

3. Reference the exemption form on all purchase orders or contracts to notify the

vendor that they are exempt from the transaction fee.

4. Vendors will not be required to self-report the transaction fee for exempted

purchases.

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As MyFloridaMarketPlace is implemented at the agency, the following steps

will need to be followed to ensure exemption is referenced in

MyFloridaMarketPlace:

1. The Agency will load the purchase agreement into MyFloridaMarketPlace.

2. The Agency will submit the exemption form to the Customer Service Desk

at [email protected].

3. The Customer Service Desk will flag the purchase agreement in

MyFloridaMarketPlace as exempt from the transaction fee.

4. The Customer Service Desk will contact the requesting Agency upon

completion of the transaction exemption.

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Transaction Fee ExemptionTransaction Fee Exemption Process- 60A-1.032(2) Process- 60A-1.032(2)

Transaction Fee Exemption Process60A-1.032(2)

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De

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Sta

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urch

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irect

or

Cus

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Age

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Customer Service Deskupdates

MyFloridaMarketPlacewith exemption request


Customer ServiceDesk notifies agency

via email uponcompletion of

exemption request

PurchasingAgent

PurchasingAgent

Agency submitstransaction fee

exemption form toAgency Head or

designee forreview

Customer Service DeskPersonnel

Agencycompletes

transaction feeexemption form

includingjustification

Agency Head orDesignee

State PurchasingDirector

Agency Head ordesignee reviews

exemption request andforwards request via

email to the StatePurchasing Director for

consideration

State PurchasingDirector reviews and

responds to anagency’s request within

14 days

If the exemption isgranted, the State

Purchasing Director willsubmit the form to the

Customer Service Deskvia email State Purchasing

Director

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Transaction Fee ExemptionTransaction Fee Exemption Process- 60A-1.032(2) Process- 60A-1.032(2)

Agencies that have not yet implemented MyFloridaMarketPlace may request a

transaction fee exemption per 60A-1.032(2). The steps to be completed are

summarized below:

1. The Agency will complete a form summarizing the exemption request including

justification.

2. The Agency’s head or designee will submit the form for consideration via email to

the State Purchasing Director at [email protected].

3. The State Purchasing Director will respond within 14 days either granting,

denying, or requesting additional information regarding the exemption request.

4. The Agency will file the exemption request form to send to the Customer Service

Desk once the agency goes live.

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Transaction Fee Transaction Fee Exemption ProcessExemption Process

5. If the exemption is granted, reference the exemption form on all purchase

orders or contracts to notify the vendor that they are exempt from the

transaction fee.

6. Vendors will not be required to self-report the transaction fee for exempted

purchases.

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As MyFloridaMarketPlace is implemented at the agency, the following steps

will need to be followed to ensure exemption is referenced in

MyFloridaMarketPlace:

1. The Agency will load the purchase agreement into MyFloridaMarketPlace.

2. The Agency will submit the approved exemption form to the Customer

Service Desk at [email protected].

3. The Customer Service Desk will flag the purchase agreement in

MyFloridaMarketPlace as exempt from the transaction fee.

4. The Customer Service Desk will contact the Agency and State Purchasing

Director upon completion of the transaction exemption.

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Update on Go Live!



Break




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Update on Go Live!



Break




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Next Meeting: Time / LocationNext Meeting: Time / Location

July 9th (Beginning with the July 9th Roundtable, we will begin to meet on Wednesday mornings)

9:00 a.m. – 11:00 a.m.

Carr Building, Room 170

MyFloridaMarketPlace Roundtable July 1, 2003 MyFloridaMarketPlace.

Documents

myfloridamarketplace

vendor registration

eprocurement system

active eprocurement

meeting location time

vendor information

timeframe slide

vendor registration