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Customer Roundtable (CRT) Meeting Wednesday, September 15, 2010 9 a.m. Eastern time

Customer Roundtable (CRT) Meeting Wednesday, September 15, 2010 9 a.m. Eastern time (888) 808-6959; 9766076#. Agenda. Agenda. Welcome /Introductions [Rachael Lieblick] DFS CFO Memorandum No. 1 and 2 (2010-2011) Upcoming Upgrades Analysis 3.0 Overview MFMP Training Tours/Training Update

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Customer Roundtable (CRT) Meeting Wednesday, September 15, 2010 9 a.m. Eastern time

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  1. Customer Roundtable (CRT) Meeting Wednesday, September 15, 20109 a.m. Eastern time (888) 808-6959; 9766076#

  2. Agenda Agenda • Welcome /Introductions [Rachael Lieblick] • DFS CFO Memorandum No. 1 and 2 (2010-2011) • Upcoming Upgrades • Analysis 3.0 Overview • MFMP Training Tours/Training Update • Vendor Clean-up Activity • Open Items/Wrap-Up!

  3. Agenda Agenda • Welcome /Introductions • DFS CFO Memorandum No. 1 and 2 (2010-2011) [Laura Anderson, DFS] • Upcoming Upgrades • Analysis 3.0 Overview • MFMP Training Tours/Training Update • Vendor Clean-up Activity • Open Items/Wrap-Up!

  4. DFS CFO Memorandum Review • DFS CFO Memorandum No. 1 and 2 (2010-2011) • Purpose of agency management certification • Purpose of contract manager certification • MFMP and the contract summary form

  5. Agenda Agenda • Welcome /Introductions • DFS CFO Memorandum No. 1 and 2 (2010-2011) • Upcoming Upgrades [Rachael Lieblick] • Analysis 3.0 Overview • MFMP Training Tours/Training Update • Vendor Clean-up Activity • Open Items/Wrap-Up!

  6. Analysis Fundamentals: What is Analysis? MFMP Buyer 3.0 Upgrade Objectives

  7. Analysis Fundamentals: What is Analysis? MFMP Buyer 3.0 Upgrade Timeline • Buyer upgrade planning & assessment has started • Features & functionality of MFMP 3.0 coming Fall 2010 • Development will start this month with a "code freeze" • We will not make changes to the current system beginning late Fall 2010 • System testing will begin in the Spring 2011 • User acceptance testing (UAT) and training activities will take place Summer 2011 • Go-live is currently targeted for early September 2011

  8. Analysis Fundamentals: What is Analysis? MFMP Buyer 3.0 Upgrade • CRB will assist with planning and communication activities throughout the upgrade process • We plan to implement an active communication strategy to ensure a successful upgrade • eNewsletter • Bulletin board • E-mail communications • Meetings & training opportunities • Buyer toolkit • http://dms.MyFlorida.com/mfmp_upgrades

  9. Analysis Fundamentals: What is Analysis? Vendor Bid System (VBS)/SPURSView Upgrade • We divided this Upgrade into four releases: • Release One: Buyer design team will review prior to implementation. • Release One will be implemented Fall 2010 • VBS/SPURSView enhancements include: • Updating search filters in both VBS and SPURSView • Update the look and feel to be similar to the Vendor Information Portal (VIP) • Ability to create a ‘master advertisement’ that you can post to in stages rather than creating many separate advertisements for the same solicitation • http://dms.MyFlorida.com/mfmp_upgrades

  10. Agenda Agenda • Welcome /Introductions • DFS CFO Memorandum No. 1 and 2 (2010-2011) • Upcoming Upgrades • Analysis 3.0 Overview [Kasey Bickley] • MFMP Training Tours/Training Update • Vendor Clean-up Activity • Open Items/Wrap-Up!

  11. Analysis 3.0 Overview What’s new and improved in Analysis 3.0? • Addition of FLAIR encumbrance and payment data • Additional accounting information for purchase orders and invoice reconciliations • Improved contract data • Improved invoice data • Improved visibility to “green” spend • Additional VIP vendor data • Updated Dashboard and report scheduling • Enhanced system reports (“pre-packaged reports”)

  12. Analysis 3.0 Overview What’s new and improved in Analysis 3.0? • In addition to creating your own analytical reports, Analysis 3.0 is enhanced to include a set of ‘Prepackaged Reports’ to assist as a starting point for customizing your agency reports! New reports include: • Contract Count • FLAIR Encumbrance  • FLAIR Payments  • Invoice Count and Spend  • Invoice Reconciliation Cycle Time  • Master Agreement Request Cycle Time  • PO Count and Spend  • Requisition Cycle Time  • Vendor Count

  13. Analysis 3.0 Overview • Let’s share the new Analysis 3.0! What do you think? • http://Analysis.MyFloridaMarketPlace.com/Sourcing/Main Note: Analysis will be unavailable September 27-29, 2010.

  14. Analysis 3.0 Overview Where can I learn more? • Consider the Analysis 3.0 Upgrade Training at http://dms.MyFlorida.com/mfmp_tours . • Remember the training presentations are all posted online at http://dms.MyFlorida.com/buyertoolkit . • Web-based training will be updated over the next quarter. Once complete, a notice will be sent to liaisons announcing that updated training is available. • Contact our MFMP customer service desk with questions (866) 352-3776 or BuyerHelp@MyFloridaMarketPlace.com .

  15. Agenda Agenda • Welcome /Introductions • DFS CFO Memorandum No. 1 and 2 (2010-2011) • Upcoming Upgrades • Analysis 3.0 Overview • MFMP Training Tours/Training Update [Anne Rabon] • Vendor Clean-up Activity • Open Items/Wrap-Up!

  16. New! Training Tours • Don’t have the time to spend in a full-day class for training? Consider one of our new training tours online. • Published tours include: • Invoice eForm • System Basics • Receiving • Analysis 3.0 Upgrade training • http://dms.MyFlorida.com/mfmp_tours

  17. Training Class Update • We’re offering a free, in-person training workshop in Tallahassee on October 21. • Classes include: • Florida Purchasing 101 • State term contracts (STC) • Advanced Requesting • Advanced Invoicing • http://dms.MyFlorida.com/mfmp_buyer_training

  18. Agenda Agenda • Welcome /Introductions • DFS CFO Memorandum No. 1 and 2 (2010-2011) • Upcoming Upgrades • Analysis 3.0 Overview • MFMP Training Tours/Training Update • Vendor Clean-up Activity [Eric Swanson] • Open Items/Wrap-Up!

  19. Wrap-Up Vendor Clean-up Activity • DFS will require a new W-9 on file for all vendors by late 2011. • The W-9 project will be requiring all vendors to submit a new W-9 in order to be eligible to conduct business with the state. • All MFMP vendors with no activity will be deleted beginning November 2010. • To reduce the workload, MFMP will review all vendors for activity to determine if they have had business with Florida in the past two fiscal years. • To be deleted from MFMP the vendor will have to meet four criteria over the past two fiscal years: (1) They will have to have had no POs in MFMP ; (2) No payments in FLAIR; (3) Not accessed their VIP account; and (4) No bids in Sourcing. • Vendors can re-register at any time. •  If a vendor is deleted and does want to do business with the state, they can re-register at any time in VIP in a matter of a few minutes.

  20. Agenda Agenda • Welcome /Introductions • DFS CFO Memorandum No. 1 and 2 (2010-2011) • Upcoming Upgrades • Analysis 3.0 Overview • MFMP Training Tours/Training Update • Vendor Clean-up Activity • Open Items/Wrap-Up! [Eric Swanson]

  21. Wrap-Up Wrap-Up! • Open Forum for CRT members • Questions / Comments?

  22. Wrap-Up Contact Us

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