1. SWG Vendor Operations – Guidelines for Vendors
Submitting proper documents for individual consultants Direct
October 2009

2. Agenda Before an engagement
Consultant Requirements
Resume/Consultant Info.
Up Front Checks
AMEX setup
Contact Information/Where to go for help

3. Consultant Requirements
BEFORE
ENGAGEMENT
Consultant Requirements
Prior to deployment on an engagement
SWG Services must have certain information regarding your consultant on file in our database prior to deployment of your consultant.
The following information is required:
Resume provided in a standard format (shown on next page)
Subcontractor information
Name
City and state of residence
Office phone and extension
Cell phone
This information should be provided softcopy to

4. BEFORE
ENGAGEMENT

5. BEFORE
ENGAGEMENT

6. Consultant Requirements – Cont’d.
BEFORE
ENGAGEMENT
Consultant Requirements – Cont’d.
Prior to deployment on an engagement
Criminal Background Check (CBC) checklist referred to as the Resource Verification Form (RVF) (sample on following page).
From the consultant information provided on the RVF, IBM
Confirms that your consultant does not have criminal convictions of certain types
Checks to see if your resource was previously employed by IBM and verifies the circumstances surrounding their departure
Checks your resource against a denied parties list published by the US Government, and if necessary, has the resource cleared for deployment by IBM Export Controls.
Detailed information regarding the level of background check required and instructions on how to process the form within IBM are included on the form itself. Copies of these forms will be included in either a Master or a Transactional SOW and are also available from .
In emergency situations only, the director or VP of services can approve deployment of resource while the background check is being processed. This approval is only good for 5 business days.

7. BEFORE
ENGAGEMENT

8. Consultant Requirements – Cont’d.
BEFORE
ENGAGEMENT
Consultant Requirements – Cont’d.
Prior to deployment on an engagement
IBM Reimbursed Travel
Every subcontractor must utilize IBM’s travel agency, American Express.
Possession of an IBM AMEX travel itinerary should be sufficient to secure the IBM rate at a hotel or rental car agency.
To set up a travel profile with AMEX, send a completed travel profile form softcopy to the brand contact listed below.
For copies of the form, please contact
To make reservations through AMEX travel, please contact (8am – 8pm edt) or (after hours emergency) once your travel profile has been created in the AMEX system.
While traveling on IBM business, you are expected to adhere to the IBM Travel Guidelines contained in either your Master SOW or SOW with IBM. For a copy of these guidelines, please contact the Brand ID’s above.
Meal Limit: The maximum amount IBM will reimburse each day for meals will be included in either an ERS or a NON-ERS/SOW. This amount is not a per diem. IBM will only reimburse for actual expenses.

9. Consultant Requirements – Cont’d.
BEFORE
ENGAGEMENT
Consultant Requirements – Cont’d.
Prior to deployment on an engagement
IBM Reimbursed Travel – Cont’d.
Hotel Limit: The maximum amount IBM will reimburse prior to taxes per night for lodging is included in an ERS or NON-ERS/SOW. If a hotel is not available at the rate outlined in the contract, IBM will reimburse for any AMEX booked hotel that is on the IBM preferred list (a copy of the AMEX itinerary indicating that travel is within policy is required with vendor invoice).
If an IBM approved hotel is not available, or the customer has requested that a certain hotel be used, WRITTEN authorization must be obtained IN ADVANCE from the IBM Engagement Owner, and included with the travel expense backup.

12. Vendor Responsibilities
DURING
ENGAGEMENT
Vendor Responsibilities

13. Vendor Responsibilities
DURING
ENGAGEMENT
Vendor Responsibilities

14. Collaboration (Lotus) isscsubk@us.ibm.com (efax 845-491-3180)
Contact Information Where to go for Help: Subcontractor Analysts (note: brand ids are monitored by a primary SA, with backup coverage as needed)
Collaboration (Lotus)
(efax )
Tivoli
(efax )
Rational
(efax )
Business Analytics (Cognos)
(efax )
WebSphere
Information Management
(efax )
Security
(efax )
Industry Solutions

15. CAR/Timesheet Submission timecard@us.ibm.com
Contact Information Where to go for Help: General Topics
CAR/Timesheet Submission
CBC/Resource Verification Forms, Resumes, Subcontractor Set-Up, AmEx Travel
Procurement Contacts by Brand
Check with your Brand Subcontractor Analyst
Vendor Systems Access/Badge
Escalation
Tom Kuhar,

16. Contact Information Where to go for Help: Partner Relationship Management Team Roles
Partner Relationship Management Team Roles:
Proactive partner relationship management
Identifying new vendor companies that can address skill gaps
Negotiation and set up of MSOWs (ERS enables a partner)
Point of contact for the delivery team to address issues with existing partners
*For a complete list of Partner Relationship managers please see Contact List for Partner Relationships

17. Gina Benedick-Davidson
Contact Information Where to go for Help: Partner Relationship Manager
Gina Benedick-Davidson
Rational, Tivoli, Security, Information Management
Brian Hawthorne
WebSphere
Ted Smith
Business Analytics, Collaboration
Andrea Ward
Industry Solutions

18. Contact Information for ICS Where to go for Help:
Initial Set up
Sales
John Laskey
Recruiter/problem solver
Kathy Rowell
Issue Resolution: POs, ERS/ERSA
Unique ID
Billing inquiries:
Consultant Documents CBC/RVF, Resumes, AMEX Travel, etc
Contracts
Subba Badeti