Transcript
Page 1: MyFloridaMarketPlace Roundtable June 17, 2003 MyFloridaMarketPlace

MyFloridaMarketPlace Roundtable

June 17, 2003

MyFloridaMarketPlace

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MyFloridaMarketPlace Roundtable MyFloridaMarketPlace Roundtable Session AgendaSession Agenda

Welcome / Overview of Today’s Session (9 a.m. – 9:10 a.m.)

DMS Agency Liaison Assignments (9:10 a.m. – 9:20 a.m.)

eQuote Demo (9:20 a.m. – 10:00 a.m.)

Continued Topic: Vendor Registration Guidelines (10:00 a.m. – 10:25 a.m.)

P-card usage outside of MyFloridaMarketPlace (10:25 a.m. – 10:50 a.m.)

Resolution of Pending Issues / New Issues (10:50 a.m.- 11:00 a.m.)

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MyFloridaMarketPlace Roundtable MyFloridaMarketPlace Roundtable Session AgendaSession Agenda

Welcome / Overview of Today’s Session (9 a.m. – 9:10 a.m.)

DMS Agency Liaison Assignments (9:10 a.m. – 9:20 a.m.)

eQuote Demo (9:20 a.m. – 10:00 a.m.)

Continued Topic: Vendor Registration Guidelines (10:00 a.m. – 10:25 a.m.)

P-card usage outside of MyFloridaMarketPlace (10:25 a.m. – 10:50 a.m.)

Resolution of Pending Issues / New Issues (10:50 a.m.- 11:00 a.m.)

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Objectives:

– One point of contact with DMS to ask questions and raise issues/concerns

– DMS Agency Liaisons will communicate pro-actively on an as-needed basis with Agency Liaison

– DMS Agency Liaison will participate in Agency kick-off meeting; weekly workflow meetings at beginning of Agency Implementation (if needed); and other meetings as needed

MyFloridaMarketPlace SystemMyFloridaMarketPlace System DMS Agency Liaisons DMS Agency Liaisons

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MyFloridaMarketPlace SystemMyFloridaMarketPlace System DMS Agency Liaisons DMS Agency Liaisons

Users DMS Liaison

Department Of Transportation Fred Springer 487-1898 [email protected]

Department Of Management Services David Bennett 921-4072 [email protected]

State Technology Office (STO) Ken Granger 488-0018 [email protected]

Department of Administrative Hearings (DOAH) Jennie Young 410-4441 [email protected]

Department Of Citrus Jennie Young 410-4441 [email protected]

Department Of Health David Bennett 921-4072 [email protected]

Dept. Of Highway Safety & Motor Vehicles David Bennett 921-4072 [email protected]

Department Of Juvenile Justice Jennie Young 410-4441 [email protected]

Agency For Health Care Administration Ken Granger 488-0018 [email protected]

Dept. Of Children & Families Fred Springer 487-1898 [email protected]

Department Of Veterans' Affairs Ken Granger 488-0018 [email protected]

Department Of Corrections Jennie Young 410-4441 [email protected]

Department Of The Lottery Jennie Young 410-4441 [email protected]

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MyFloridaMarketPlace SystemMyFloridaMarketPlace System DMS Agency Liaisons DMS Agency Liaisons

Users DMS Liaison

Department Of Education Jennie Young 410-4441 [email protected]

Department Of Revenue Ken Granger 488-0018 [email protected]

Agency For Workforce Innovation (includes DOL&ES) Jennie Young 410-4441 [email protected]

Department Of Business & Professional Regulation David Bennett 921-4072 [email protected]

Department of State Fred Springer 487-1898 [email protected]

Department Of Military Affairs Jennie Young 410-4441 [email protected]

Department Of Community Affairs Fred Springer 487-1898 [email protected]

Department Of Elder Affairs Fred Springer 487-1898 [email protected]

Executive Office Of The Governor Ken Granger 488-0018 [email protected]

Department Of Environmental Protection Jennie Young 410-4441 [email protected]

Department Of Law Enforcement David Bennett 921-4072 [email protected]

Department of Agriculture Jennie Young 410-4441 [email protected]

Department of Financial Services David Bennett 921-4072 [email protected]

Fish and Wildlife Commission Ken Granger 488-0018 [email protected]

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MyFloridaMarketPlace Roundtable MyFloridaMarketPlace Roundtable Session AgendaSession Agenda

Welcome / Overview of Today’s Session (9 a.m. – 9:10 a.m.)

DMS Agency Liaison Assignments (9:10 a.m. – 9:20 a.m.)

eQuote Demo (9:20 a.m. – 10:00 a.m.)

Continued Topic: Vendor Registration Guidelines (10:00 a.m. – 10:25 a.m.)

P-card usage outside of MyFloridaMarketPlace (10:25 a.m. – 10:50 a.m.)

Resolution of Pending Issues / New Issues (10:50 a.m.- 11:00 a.m.)

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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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MyFloridaMarketPlace Roundtable MyFloridaMarketPlace Roundtable Session AgendaSession Agenda

Welcome / Overview of Today’s Session (9 a.m. – 9:10 a.m.)

DMS Agency Liaison Assignments (9:10 a.m. – 9:20 a.m.)

eQuote Demo (9:20 a.m. – 10:00 a.m.)

Continued Topic: Vendor Registration Guidelines (10:00 a.m. – 10:25 a.m.)

P-card usage outside of MyFloridaMarketPlace (10:25 a.m. – 10:50 a.m.)

Resolution of Pending Issues / New Issues (10:50 a.m.- 11:00 a.m.)

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Vendor Registration Vendor Registration Exemption ProcessExemption Process

Per 60A-1.030(1), “Each vendor doing business with the State

for the sale of commodities or contractual services,…, shall

register in the MyFloridaMarketPlace system, unless exempted

under Rule 60A-1.030(3).”

– Effective July 1, 2003, all new business must be conducted with a

MyFloridaMarketPlace registered vendor unless exempted by

rule.

– This includes all new business conducted in SPURS prior to the

agency’s MyFloridaMarketPlace implementation date.

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Vendor Registration Vendor Registration Exemption ProcessExemption Process

How do I conduct business with an unregistered vendor that is

critical to my agency’s mission?

– Per 60A-1.030(2), an agency may conduct business with an

unregistered vendor if the agency purchasing director determines

that it is necessary to the agency’s mission. The vendor must be

registered in MyFloridaMarketPlace within 20 days after providing

the goods or services.

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Vendor Registration Vendor Registration Exemption ProcessExemption Process

In order to issue the purchase order to an unregistered vendor that is

critical to the agency’s mission, the agency must complete the following:

1. Issue a paper purchase order to the vendor or complete the

transaction via p-card.

2. After the transaction is complete, register the vendor within

MyFloridaMarketPlace

• If the vendor is not willing to register, the agency may assist in the

registration process by gathering the relevant information and providing

the information to the Customer Service Desk for registration.

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Vendor Registration Vendor Registration Exemption ProcessExemption Process

Upon completion of the registration by the Customer Service

Desk, the agency will be able to:

1. Issue payments to the vendor via FLAIR. The vendor record will

be passed from MyFloridaMarketPlace to SPURS to FLAIR.

2. Issue future purchase orders to the vendor

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Vendor Registration Vendor Registration Exemption ProcessExemption Process

Upon completion of the registration by the Customer Service

Desk, the vendor will NOT be able to:

1. Respond to solicitations issued through MyFloridaMarketPlace

2. Respond to requests for electronic quotes through

MyFloridaMarketPlace

3. Manage their vendor profile through MyFloridaMarketPlace

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Vendor Registration Vendor Registration Exemption ProcessExemption Process

After MyFloridaMarketPlace is implemented at my agency, how

do I issue a purchase order to a vendor not required to be

registered per 60A-1.030(3)?

– If a purchase order is required, the agency will issue a purchase

order to the vendor through MyFloridaMarketPlace.

– If the agency would like to issue a payment to the vendor, the

agency may register the vendor directly in SPURS.

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MyFloridaMarketPlace Roundtable MyFloridaMarketPlace Roundtable Session AgendaSession Agenda

Welcome / Overview of Today’s Session (9 a.m. – 9:10 a.m.)

DMS Agency Liaison Assignments (9:10 a.m. – 9:20 a.m.)

eQuote Demo (9:20 a.m. – 10:00 a.m.)

Continued Topic: Vendor Registration Guidelines (10:00 a.m. – 10:25 a.m.)

P-card usage outside of MyFloridaMarketPlace (10:25 a.m. – 10:50 a.m.)

Resolution of Pending Issues / New Issues (10:50 a.m.- 11:00 a.m.)

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P-Card Usage and MyFloridaMarketPlaceP-Card Usage and MyFloridaMarketPlace

Per Memorandum No. 01 (2003-04) The Department delegates to Agencies permission to purchase the following from vendors not registered in MFMP:

Travel related expenditures, including but not limited to: rental cars, airline

tickets, hotels, parking fees, toll, taxis, trains, busses, lodging conference

rooms.

Subscriptions

Conferences

Dues and membership fees

Sponsorships

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P-Card Usage and MyFloridaMarketPlaceP-Card Usage and MyFloridaMarketPlace

Per Memorandum No. 01 (2003-04) Agencies are provided the following P-Card guidance:

P-Card may be used for Internet transactions, not in MyFloridaMarketPlace, for commodities or services not available on state term contract and valued at less than $250

Unless exempt by Rule, all P-Card vendors must be registered in MyFloridaMarketPlace

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P-Card Usage and MyFloridaMarketPlaceP-Card Usage and MyFloridaMarketPlace

Per Memorandum No. 01 (2003-04) Agencies are provided the following P-Card guidance:

Until further written guidance is provided, an Agency may elect to use the P-Card to conduct transactions without using the MyFloridaMarketPlace Requisition tool, provided that the vendor is registered in MyFloridaMarketPlace. Unless otherwise exempted, pursuant to rule 60A-1.032, these transactions are subject to the 1% transaction fee and shall be self reported by the vendor on PUR form 3776.

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MyFloridaMarketPlace Roundtable MyFloridaMarketPlace Roundtable Session AgendaSession Agenda

Welcome / Overview of Today’s Session (9 a.m. – 9:10 a.m.)

DMS Agency Liaison Assignments (9:10 a.m. – 9:20 a.m.)

eQuote Demo (9:20 a.m. – 10:00 a.m.)

Continued Topic: Vendor Registration Guidelines (10:00 a.m. – 10:25 a.m.)

P-card usage outside of MyFloridaMarketPlace (10:25 a.m. – 10:50 a.m.)

Resolution of Pending Issues / New Issues (10:50 a.m.- 11:00 a.m.)

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Next Meeting: Time / LocationNext Meeting: Time / Location

June 24th

9:00 a.m. – 11:00 a.m.

Carr Building, Room 170


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