Customer Roundtable (CRT) Meeting Wednesday, December 9, :00 am EST (888) ; #

Agenda Program Updates Walt Bikowitz Vendor Information Portal (VIP) Transaction Fee Collection –Agency Transaction Fee Exemption Review –FLAIR Gap Training Program Update Change Request Updates Work Groups Office Supply Master Agreement Wrap-Up 2 Agenda

Vendor Conference 11/5/09 –There were over 120 vendors in attendance –Combination of Sessions with Computer Lab offering was well received –Topics included o Doing Business with the State of Florida o Overview of MyFloridaMarketPlace and the Vendor Information Portal (VIP) o DFS presentation (highlighting the availability of EFT, the importance of correct W-9 information, etc.) o OSD presentation that provided information on available programs o Presentation from Florida Office of Economic Recovery, including information about how to identify stimulus funding for upcoming projects, links to grant sites, etc. 3 Program Updates - Welcome

Davis Productivity Award Nominations –SPURS Sunset (partnership w/ DFS) –Implemented Agency Benchmarking Activity –WebEx Training –eInvoicing –Statewide Training (savings) –CSD Customer Satisfaction Survey Approach Analysis Upgrade –Analysis Upgrade to begin early 2010 Audit Update –Statewide Vendor File Report –2009 MFMP IT Audit SPURS Sunset – Next Phase 4 Program Updates

Agenda Program Updates Vendor Information Portal (VIP) Eric Swanson Transaction Fee Collection –Agency Transaction Fee Exemption Review –FLAIR Gap Training Program Update Change Request Updates Work Groups Office Supply Master Agreement Wrap-Up 5 Agenda

VIP went live October 26, 2009 –Approximately 77,000 new vendors are now receiving VBS notifications –Updated web-based training will be available early 2010 Current challenge with VPT –Customers may receive VPT survey requests but be unable to complete the survey 6 Vendor Information Portal

Agenda Program Updates Vendor Information Portal (VIP) Transaction Fee Collection Eric Swanson –Agency Transaction Fee Exemption Review –FLAIR Gap Training Program Update Change Request Updates Work Groups Office Supply Master Agreement Wrap-Up 7 Agenda

Transaction Fee Collection Activities Approximately 15% of monthly transactions are exempted from the transaction fee –Governmental, Not-for-profit, and Chapter 255 spend accounts for a majority of these exemptions Some transactions are exempted incorrectly e.g. a private business exempted as a government entity or a corporation exempted as a non-profit 8

Transaction Fee Collection Activities January 2010 will begin the updated Agency Transaction Fee Exemption Review process –Irregular exemptions will be communicated to agencies for correction –MFMP can assist with identifying the correct exemption code if applicable Team will be launching a Buyer focused Transaction Fee training in early

Transaction Fee Collection Activities FLAIR vs. Billing and Collection System (BCS) gap- FLAIR Gap – Currently wrapping up Wave One o 19 Vendors were contacted based on amount of discrepancy o To date approximately $100K received from Wave One o MFMP may reach out to agencies to obtain information based on vendor responses o Wave Two will begin in early

Transaction Fee Collection Activities To assist with current fee collection activities and spend visibility the team requests a list of your Two-party contracts –Contract number –Vendor name –Contract description –Exemption reason if applicable If your agency maintains a contract web site please forward the link to 11

Agenda Program Updates Vendor Information Portal (VIP) Transaction Fee Collection –Agency Transaction Fee Exemption Review –FLAIR Gap Training Program Update Kasey Bickley Change Request Updates Work Groups Office Supply Master Agreement Wrap-Up 12 Agenda

WebEx Trainings will now be offered on a quarterly basis WebEx Town Hall –Jan. 20 th, 2010 –Open to 50 customers –Registration will open in mid-December –Please submit topics to cover by Jan. 13 th, Training Update

Classroom trainings –January: Pensacola TENTATIVE –February: Tallahassee –March: Orlando –April: Gainesville/St. Augustine/Jacksonville –May: Tallahassee NEW Recorded Training Sessions –View Pilot of MFMP Tour Stop 1: System Basics 14 Training Update cont.

Agenda Program Updates Vendor Information Portal (VIP) Transaction Fee Collection –Agency Transaction Fee Exemption Review –FLAIR Gap Training Program Update Change Request Updates Rachael Lieblick Work Groups Office Supply Master Agreement Wrap-Up 15 Agenda

CRB confirmed previously prioritized changes – CR40: Accounting verification on rejected IRs o Design team will include DEP, DOT, DC, AHCA, DVA, DMS MFMP o Implementation: Q3 FY10 –CR 44: Add Accounting details to Analysis o Design team will be developed in early Change Review Board Update

Agenda CRB met in September and prioritized the next 5 enhancements: –CR 29: Include Voucher # and SWDN on Payment Update eForm –CR 30: Add Contract ID, PUI, and commodity codes to the print version of the PO –CR 53: Password resets for Buyers –CR 41: CFO Received Date –CR :Default the “Do not send to vendor comments” checkbox to be unchecked 17 Change Review Board Update

Agenda CR 88: Accommodate FLAIR Password changes –Two phase approach Uppercase current passwords Increase length to 8 characters 18 Change Request Update

Agenda Program Updates Vendor Information Portal (VIP) Transaction Fee Collection –Agency Transaction Fee Exemption Review –FLAIR Gap Training Program Update Change Request Updates Work Groups Anne Rabon Office Supply Master Agreement Wrap-Up 19 Agenda

Invoicing Workgroup –The purpose is to provide agencies a forum to share knowledge, to discuss challenges with current processes, and to find possible solutions –Scheduling our first meeting in early 2010 –Target audience: F&A staff Attachment Workgroup –The purpose is to obtain a better understanding of the types of documents currently being attached –Scheduling our first meeting in early 2010 –Target audience: Purchasing and F&A staff 20 Work Groups

Agenda Program Updates Vendor Information Portal (VIP) Transaction Fee Collection –Agency Transaction Fee Exemption Review –FLAIR Gap Training Program Update Change Request Updates Work Groups Anne Rabon Office Supply Master Agreement Anne Rabon Wrap-Up 21 Agenda

Office Supply ACS expires on January 1, 2011 –Monitor requisitions in process Team will send pending requisition reports as part of the contract transition 22 Office Supply Master Agreement

Agenda Program Updates Vendor Information Portal (VIP) Transaction Fee Collection –Agency Transaction Fee Exemption Review –FLAIR Gap Training Program Update Change Request Updates Work Groups Office Supply Master Agreement Anne Rabon Wrap-Up Walt Bikowitz 23 Agenda

Contact Us 24 Kasey Bickley, CPPBPurchasing Process Analyst Anne Rabon, LSSGBF&A Process Eric SwansonVendor Management Analyst Amy Zeigler, PMPCommunications Analyst Rachael Lieblick, PMPOperations Walt BikowitzChief, Contact Us

Wrap-Up Questions / Comments 25 Wrap-Up