myfloridamarketplace myfloridamarketplace vendor meetings december 16, 2009: “solicitations”...
TRANSCRIPT
MyFloridaMarketPlace
MyFloridaMarketPlace Vendor MeetingsDecember 16, 2009: “Solicitations”12:00 noon – 1:00 p.m. EST
The toll free number is: (888) 808-6959Conference Code: 9766076#
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Agenda
Welcome/Introduction Overview of Solicitation, eQuote, and Vendor Bid System Commodity Codes Solicitations eQuote Vendor Bid System Account Helpful Hints General Guidance for Preparing Bid Responses Resources
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Welcome/Introduction
Due to the number of participants, the audio portion of today’s meeting will be muted
Please type any questions you may have during the in the chat box in the bottom right hand corner of the WebEx application
We will address as many additional questions as possible at the end of the presentation
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Agenda
Welcome/Introduction Overview of Solicitation, eQuote, and Vendor Bid System Commodity Codes Solicitations eQuote Vendor Bid System Account Helpful Hints General Guidance for Preparing Bid Responses Resources
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Overview
What are Solicitations?
The process by which the buyer decides who to buy from, at what price, in what quantities, and under which terms
Solicitations can be formal or informal: Formal bids are for procurements in excess of $25,000; these are
typically done through the Request for Proposal, Request for Bids, etc. process
Informal bids are for procurements less than $25,000; these are typically done through written quotes
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Overview
Solicitations The state primarily uses three electronic tools to solicit quotes and bid
responses from the vendor community:
eQuote Ariba Sourcing Vendor Bid System (VBS)
These tools are all available for registration within the vendor’s MFMP VIP Account
Notifications will be distributed based on the commodity codes you’ve selected Electronic notifications are a courtesy
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Overview
eQuote is the tool which vendors use to respond to quote requests from the State of Florida that are under $25,000. You can access this site at: http://equote.myfloridamarketplace.com
Ariba Sourcing is the tool which vendors use to respond/bid to State of Florida solicitations that are over $25,000. You can access this site at: https://sourcing.myfloridamarketplace.com
Vendor Bid System is the tool used by all agencies to post upcoming competitive solicitations, single source, and agency decisions and is also used by vendors to receive notices, view and search information at: http://vbs.dms.state.fl.us/vbs/notification_new.selection
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Agenda
Welcome/Introduction Overview of Solicitation, eQuote, and Vendor Bid System Commodity Codes Solicitations eQuote Vendor Bid System Account Helpful Hints General Guidance for Preparing Bid Responses Resources
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Commodity Codes
The commodity code can be comprised of 13 digits:
Class - first 3 digits
Group - second 3 digits
• Item - third 3 digits
• Detail - last 4 digits
Most solicitations are issued at the Class or Group level (3- or 6-digit commodity
code)
When buyers solicit bids/quotes for products, notifications will be distributed
based on the classification you’ve selected
In addition, commodity codes are used by state purchasers to notify the
applicable vendors of upcoming bids and solicitations
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Commodity Codes
Example – National Institute of Governmental Purchasing (NIGP) Commodity Codes
Florida currently uses a customized version of this structure
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Commodity Code
Selecting Commodity Codes Commodity codes are selected during the initial registration process, but
can be updated as needed by logging into the Vendor Information Portal (VIP) https://vendor.myfloridamarketplace.com/
To find or update commodity code selections, vendors can search for commodity codes in their VIP accounts
For a listing of commodity codes proceed to the following links Commodity codes for goods:
http://www.myflorida.com/apps/spurs/SPURS.commodities.display_categories?code_str=1
Commodity codes for services: http://www.myflorida.com/apps/spurs/SPURS.commodities.display_categories?code_str=2
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Commodity Codes
Vendors can enter ‘key words’ to conduct searches for applicable commodity codes
Vendors can simply select the checkbox next to the applicable commodity code and then hit ‘Continue’
These commodity codes are then added to the vendor’s account
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Commodity Codes
Vendors can search/add/update commodity codes with in VIP
While public notification / posting continues to be available, it is to a vendor’s advantage to register for applicable commodity codes
Please note: Registration for commodity codes facilitates notification of available bid opportunities for vendors
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Commodity Codes
Please note that there is a checkbox that a vendor can use if there is a preference for NO commodity codes to be associated with the account
Please note: Registration for commodity codes facilitates notification of available bid opportunities for vendors
While public notification / posting continues to be available, it is to a vendor’s advantage to register for applicable commodity codes
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Commodity Codes
MyFloridaMarketPlace Sourcing The commodity codes you select in VIP are transmitted to your Sourcing
account at the Class (3 Digit) level
Once invited to a solicitation in MFMP Sourcing, you have access to the solicitation by simply logging into your MFMP Sourcing account
Notifications of solicitations published in Sourcing are distributed at the Class level (first three digits of the commodity code) and are distributed to the Sourcing contact on your account
Updates from VIP are sent over to Sourcing
Commodity Codes are added regularly; review your accounts frequently to ensure that all your products are selected
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Commodity Codes
MyFloridaMarketPlace eQuote
The commodity codes you select in your MFMP VIP account will be transmitted to your eQuote account when you first register
You can manage your own eQuote categories within the system
When an agency customer creates a quote for goods or services the request will be sent to the selected vendor by email
Commodity Codes are added regularly; review your accounts frequently to ensure that all your products are selected
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Commodity Codes
MyFloridaMarketPlace Vendor Bid System (VBS)
Email notifications for solicitations are distributed using the 6 digit commodity (class and group)
The notification will be sent to the Main Contact address in the vendor’s MFMP VIP account
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Agenda
Welcome/Introduction Overview of Solicitation, eQuote, and Vendor Bid System Commodity Codes Solicitations eQuote Vendor Bid System Account Helpful Hints General Guidance for Preparing Bid Responses Resources
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Solicitations
MyFloridaMarketPlace Sourcing Online competitive bidding tool
Used to collect bids/responses for formal solicitations (>$25,000); Current primary use is for State Term Contracts and DMS Agency Term contracts
Allows the review and electronic submittal of responses / bids
Notification of / invitation to solicitations based on selected commodity codes and election to receive solicitations in your Vendor Registration account
https://sourcing.myfloridamarketplace.com
The username "publicuser" grants access to view all State of Florida active, competitive bidding events. Enter the username "publicuser" and password "publicuser" to enter the system
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Solicitations
Enter your Sourcing account username and password
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Solicitations
Select the agency that is responsible for the Solicitation from the list
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Solicitations
Select the solicitation from the list of active solicitations – Note the Time Remaining column
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Solicitations
Select Prepare Bid (Response) to provide a response to the solicitation
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Solicitations
Read, prepare and provide your bid/response as requested in the solicitation on the RFX Info page
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Solicitations
Submit any pricing components, if required, on the Enter Values page
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Solicitations Please note that clicking the SAVE button within MFMP Sourcing only
saves your bid responses The SAVE button does not transmit your bid response to the State In order to transmit your bid response to the State, you must click the
SUBMIT button on the SUMMARY page of the bid response
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Solicitations
1. To verify and review your previously submitted bid, select the Bid Id number (link)
2. To revise or edit your bid select the Revise Bid (Response) button
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Agenda
Welcome/Introduction Overview of Solicitation, eQuote, and Vendor Bid System Commodity Codes Solicitations eQuote Vendor Bid System Account Helpful Hints General Guidance for Preparing Bid Responses Resources
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eQuote
How does eQuote work? eQuote is used for informal procurement events (<$25,000) that do not
require a competitive solicitation. Allows awarded quotes to be converted to a Purchase Order within MFMP http://equote.myfloridamarketplace.com
Step1: Florida buyers specify the products that they want to purchase and the vendors that they want to receive quotes from
Step2: MyFloridaMarketPlace notifies selected vendors via email, and delivers the eQuote directly to each vendor's eQuote inbox
Step3: Vendors electronically respond to the eQuote, and have the ability to offer product substitutions or specify other decision-making information to the buyer
Step4: The buying agency selects a vendor and issues a purchase order
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eQuote
Main Account Page This is the main screen you will see when you login to eQuote You can click on the user at the bottom to edit the contact information or add
additional users to the account Click on WORK at the top of the screen to view any pending eQuotes
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eQuote
Viewing QuotesViewing Quotes
Within the WORK section you can view any pending quotes awaiting response After handling an eQuote request the supplier can select that quote to Archive
Dept. of Management Services
Dept. of Management Services
State User
State User
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Agenda
Welcome/Introduction Overview of Solicitation, eQuote, and Vendor Bid System Commodity Codes Solicitations eQuote Vendor Bid System Account Helpful Hints General Guidance for Preparing Bid Responses Resources
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VBS
Vendor Bid System (VBS)
The Vendor Bid System is an online bid posting site
Executive and Cabinet branch agencies and some local governments publically post competitive solicitations, agency notices and agency decisions electronically in the tool
All formal solicitations that the state issues are posted in VBS Note: VBS notifications are sent as a courtesy (emails not
guaranteed)
http://vbs.dms.state.fl.us/vbs/notification_new.selection
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VBS
VBS Main Page
Select Search Advertisements to search for active solicitations
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VBS
Type Competitive Solicitations Public Notices Agency Decisions
Agency
Number
Title
Commodity Code (13 Digit)
Closed by Date
VBS Search Parameters
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VBS
VBS Search Results are displayed with Title, Number, Version and Type
Links are provided in the Number Column to the solicitation documents
Search Results
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VBS
Searching for Past Advertisements
Click on Search Advertisements
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VBS
Searching for Past Advertisements
Complete your selected Commodity Code and the closed dates for the past three years then click Initiate Search
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Agenda
Welcome/Introduction Overview of Solicitation, eQuote, and Vendor Bid System Commodity Codes Solicitations eQuote Vendor Bid System Account Helpful Hints General Guidance for Preparing Bid Responses Resources
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Account Helpful Hints
Type of Account How often should I check this account?
Where do I go to access this account?
E-Quote At least monthly or as new products are offered
http://equote.myfloridamarketplace.com
Sourcing At least monthly or as new products are offered
https://sourcing.myfloridamarketplace.com
Vendor Information Portal (VIP)
As needed to keep information updated
https://vendor.myfloridamarketplace.com
Vendor Bid System (VBS)
At least bimonthly (this is the main repository for all MFMP bids)
http://vbs.dms.state.fl.us/vbs/notification_new.selection
MFMP Helpful Hint: Consider using your e-mail Calendar to set up reminders for updating and checking your MFMP account information
MFMP Helpful Hint: There are no annual or direct fees associated with registering for any of these MFMP tools
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Agenda
Welcome/Introduction Overview of Solicitation, eQuote, and Vendor Bid System Commodity Codes Solicitations eQuote Vendor Bid System Account Helpful Hints General Guidance for Preparing Bid Responses Resources
General Guidance for Preparing Bid Responses
The instructions for preparing a bid response will vary based on the solicitation type (ITB, RFP, or ITN)
Respondents should review the instructions with the evaluation criteria established in the solicitation to ensure that all critical elements are addressed
Provide a professional looking response
If there are questions, contact the agency solicitation contact listed in the actual solicitation
Utilize the checklist provided in the solicitation to confirm compliance with the basic requirements
Allow enough time to have someone in your organization review the proposed response (preferably someone not associated with the preparation)
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General Guidance for Preparing Bid Responses
Common Pitfalls Submission of incomplete or unsigned documents Exceeding established page limits for response Not participating in mandatory meeting/site visit Relying on information that is ‘heard’ rather than getting the
information is writing from the solicitation owner
The most common pitfall is not allowing enough time to prepare and submit the bid
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Agenda
Welcome/Introduction Overview of Solicitation, eQuote, and Vendor Bid System Commodity Codes Solicitations eQuote Vendor Bid System Account Helpful Hints General Guidance for Preparing Bid Responses Resources
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Resources
Resources Solicitation Specific Questions
Contact the Agency Contract Administrator/Purchasing Office responsible for the solicitation- this information is available in the solicitation documents
For technical questions concerning solicitations, please contact Vendor Help at: [email protected] or 1-866-352-3776 Contact information:
MyFloridaMarketPlacePhone: 866-352-3776Fax: 850-414-8192Email: [email protected]: http://myfloridamarketplace.com Hours: Monday – Friday, 8:00 am – 5:30 pm EDT
Vendor Toolkit: http://dms.myflorida.com/vendortoolkit
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Resources
For general State Term Contract (STC) information, please contact the Division of State Purchasing: 850-488-8440
For questions about becoming a certified minority vendor, please contact the DMS Office of Supplier Diversity (OSD): [email protected] http://www.osd.dms.state.fl.us 850-487-0915
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Resources
Today’s presentation is available on MFMP Vendor Toolkit http://dms.myflorida.com/vendormeetings
Future teleconferences: 1/20/2010: eInvoicing 2/10/2010: 1% Transaction Fee / Fee Reporting
Register at http://dms.myflorida.com/vendormeetings
Questions / Comments
Be on the lookout for a participant survey!