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MyFloridaMarketPlace MyFloridaMarketPlace User Meeting May 11, 2004

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  • MyFloridaMarketPlaceMyFloridaMarketPlace User Meeting

    May 11, 2004

    This information is proprietary and confidential to Accenture LLP. 2002. All rights reserved.

  • Agenda Welcome / IntroductionUpdate on Agency OAT ApproachUpdate on Billing and Collection Processes (Exemption processes, PUR Forms)

    Update on Blanket Purchase Order Policy

    Break

    Update on Current Release

    Change Request / Design Discussions

    Open Discussion Time

    This information is proprietary and confidential to Accenture LLP. 2002. All rights reserved.

  • Agenda Welcome / IntroductionUpdate on Agency OAT ApproachUpdate on Billing and Collection Processes (Exemption processes, PUR Forms)

    Update on Blanket Purchase Order Policy

    Break

    Update on Current Release

    Change Request / Design Discussions

    Open Discussion Time

    This information is proprietary and confidential to Accenture LLP. 2002. All rights reserved.

  • Secretary Simon will be communicating to the leadership of agencies who have yet to go through Operational Acceptance Test (OAT) that it is to their advantage to participate in OAT before the end of May. He is also looking for these agencies to commit to a firm fielding date as an outcome of OAT completion. Affected agencies are: FDLE, DCA, HSMV, Lottery, DC, DBPR, DOR, DMA, FWC (OEU), and DOS (OEU)Considerations:Proactively identifies key issues with all remaining initial user agenciesBuilds confidence that all system issues are identified and addressed prior to go-live.Enables an agency to stick a toe in the water and build confidence that the system will meet their needs.Addresses inaccurate rumors regarding system stability and performance that may be present at the agency grass roots levelProvides the project team with three months (i.e., June, July and August) to address any identified agency OAT concerns before widespread fielding resumesOnly requires 4-6 users from each agency for a period of 2 days. Accenture can be very flexible in scheduling these sessions.Enables agencies to utilize time period between OAT and go-live to develop/refine policies and procedures, leveraging system exposure gained during OAT.\MyFloridaMarketPlaceAgency Deployment Plan

    This information is proprietary and confidential to Accenture LLP. 2002. All rights reserved.

  • Agenda Welcome / IntroductionUpdate on Agency OAT ApproachUpdate on Billing and Collection Processes (Exemption processes, PUR Forms)

    Update on Blanket Purchase Order Policy

    Break

    Update on Current Release

    Change Request / Design Discussions

    Open Discussion Time

    This information is proprietary and confidential to Accenture LLP. 2002. All rights reserved.

  • Contract Level ExemptionsA contract level exemption is an exemption that will apply to all transactions (purchase orders or disbursements) conducted with a vendor for a specific contract within an agencyContract level exemptions are recorded through PUR 3777 and PUR 3778Currently, contract level exemptions are submitted to the Customer Service Desk for processing.With the 5.0 release implemented on April 26th, agencies now have the ability to mark contract level exemptions directly in MyFloridaMarketPlace using the Contract Exemption eForm.Users with the role of Exemption eForm will have the ability to mark contract level exemptions in MyFloridaMarketPlace.Although PUR 3777/PUR 3778 is no longer submitted to the CSD for processing, DMS has requested that each agency continue to complete the form and retain an electronic version for audit purposes.

    This information is proprietary and confidential to Accenture LLP. 2002. All rights reserved.

  • Exceptions to a Vendor Level ExemptionTransactions with an entity designated as a non-profit and governmental agency are exempt from the transaction fee, unless the entity is awarded a contract following a competitive solicitation involving for-profit entities, and the contract, if awarded to a for-profit entity, would be subject to the transaction fee. In situations such as this, it would be necessary to flag a contract with the governmental entity or non-profit so that is fee eligible through PUR 3780.Contract exceptions to a vendor level exemption may also be marked using the Contract Exemption eFormAlthough PUR 3780 is no longer submitted to the CSD for processing, DMS has requested that each agency continue to complete the form and retain an electronic version for audit purposes.Only PUR 3779 for an Exceptional Vendor Registration is required to be submitted to the Customer Service Desk for processing.The updated PUR forms are located at http://dms.myflorida.com/dms/support/myfloridamarketplace_toolkit

    This information is proprietary and confidential to Accenture LLP. 2002. All rights reserved.

  • The Contract Exemption eForm is located under the Company eForm heading

    This information is proprietary and confidential to Accenture LLP. 2002. All rights reserved.

  • The Contract Exemption eForm will be available to users with the Exemption eForm role.The Contract Exemption eForm will allow agencies to 1) Flag a contract as exempt2) Flag a contract as fee-eligible for a vendor level exemption

    This information is proprietary and confidential to Accenture LLP. 2002. All rights reserved.

  • This information is proprietary and confidential to Accenture LLP. 2002. All rights reserved.

  • The Master Agreement number and Exemption Reason must be selected when flagging a contract exemption. The Exempt? checkbox will automatically default as checked indicating that you would like to exempt the contract. To mark a contract as fee-eligible for an exempt vendor, uncheck the Exempt? checkbox.

    This information is proprietary and confidential to Accenture LLP. 2002. All rights reserved.

  • This information is proprietary and confidential to Accenture LLP. 2002. All rights reserved.

  • This information is proprietary and confidential to Accenture LLP. 2002. All rights reserved.

  • This information is proprietary and confidential to Accenture LLP. 2002. All rights reserved.

  • This information is proprietary and confidential to Accenture LLP. 2002. All rights reserved.

  • The PUI: Purchasing Agent is the default approver for all contract-level exemptions.

    This information is proprietary and confidential to Accenture LLP. 2002. All rights reserved.

  • This information is proprietary and confidential to Accenture LLP. 2002. All rights reserved.

  • Agenda Welcome / IntroductionUpdate on Agency OAT ApproachUpdate on Billing and Collection Processes (Exemption processes, PUR Forms)

    Update on Blanket Purchase Order Policy

    Break

    Update on Current Release

    Change Request / Design Discussions

    Open Discussion Time

    This information is proprietary and confidential to Accenture LLP. 2002. All rights reserved.

  • Update on Blanket Purchase Order PolicyBPO Options:Master Agreement and Purchase OrderPurchase Order onlyWhen to use eachDFS requirementsStatus of software revisionsPolicy memo anticipated on or about May 21

    This information is proprietary and confidential to Accenture LLP. 2002. All rights reserved.

  • Agenda Welcome / IntroductionUpdate on Agency OAT ApproachUpdate on Billing and Collection Processes (Exemption processes, PUR Forms)

    Update on Blanket Purchase Order Policy

    Break

    Update on Current Release

    Change Request / Design Discussions

    Open Discussion Time

    This information is proprietary and confidential to Accenture LLP. 2002. All rights reserved.

  • Upcoming Release InformationRelease 5.2 will go live at the end of May

    Key Change Requests included in this release include:CR 32: Add Direct Order numbers as a search criteriaCR 93: (DOT) New CPLA approver for CPLA purchases over $25,000CR 219: Master Agreement modifications for Blanket Purchase OrdersCR133: Uncheck Send to Vendor checkbox for comments

    The Communication Toolkit provides users with the opportunity to view Change Request status (http://dms.myflorida.com/dms/support/myfloridamarketplace_toolkit)

    Please review this content prior to the 5/25 User Meeting so that we can have further discussion about the content, agency thoughts on priorities, etc.

    This information is proprietary and confidential to Accenture LLP. 2002. All rights reserved.

  • Agenda Welcome / IntroductionUpdate on Agency OAT ApproachUpdate on Billing and Collection Processes (Exemption processes, PUR Forms)

    Update on Blanket Purchase Order Policy

    Break

    Update on Current Release

    Change Request / Design Discussions

    Open Discussion Time

    This information is proprietary and confidential to Accenture LLP. 2002. All rights reserved.

  • CR 230 Provide the ability to have a requisition reference a BPO MA and STC MA Issue: There are occasions when a user will want to create a requisition against a BPO MA (usually supplier level MA or commodity level MA) and choose a catalog item that is on STC. Currently, the functionality in MyFloridaMarketPlace will overwrite the BPO MA reference with the STC MA reference on the requisition in order to track STC spend.

    Solution:If a requisition against a BPO MA and a STC catalog item is chosen, the requisition would reference the BPO MA which would allow automatic accumulators to accurately track dollars/units left on BPO MA.STC ID would also be referenced on the requisition to allow for STC spendSTC spend will be reported against by STC ID

    This information is proprietary and confidential to Accenture LLP. 2002. All rights reserved.

  • CR 230 Vendor Addresses on IR FormIssue: Agencies have requested that additional Vendor addresses from the Vendor Registration system be viewable on the IR. There are three available addresses:Bill to addressRemit to addressOrder from address Order from address is currently provided on the IR in MyFloridaMarketPlace. The Bill to address is a vendor address strictly for Billing and Collection use and will not be viewable in MyFloridaMarketPlace.

    Solution:Add Remit to address to the nightly data extract from Vendor Registration to MyFloridaMarketPlaceAdd Remit to address to the Supplier Detail View on the IR

    This information is proprietary and confidential to Accenture LLP. 2002. All rights reserved.

  • Agenda Welcome / IntroductionUpdate on Agency OAT ApproachUpdate on Billing and Collection Processes (Exemption processes, PUR Forms)

    Update on Blanket Purchase Order Policy

    Break

    Update on Current Release

    Change Request / Design Discussions

    Open Discussion Time

    This information is proprietary and confidential to Accenture LLP. 2002. All rights reserved.

  • Next User Meeting Time / LocationTuesday, May 25th from 9 a.m. 11 a.m.

    Carr Building, Room 170

    Thanks for your participation, and remember to check out the Communication Toolkit!

    This information is proprietary and confidential to Accenture LLP. 2002. All rights reserved.