1. Contractor Sourcing Application (CSA) Training
Overview of Release R1.2 changes
for Suppliers
This presentation describes the changes for release 1.2 for suppliers. This is not intended to be new supplier education presentation.

2. Agenda CSA Major Changes Question and Answers
We will go through the major changes and answer any questions you may have on these changes.

3. CSA Release 1.2 Major Changes
New columns added to the various navigation views
Running comments and comments history added to response level
Resubmitted request function
Above matrix response requires business justification from supplier
Fixes to be included in release
updates
These are the major changes in Release 1.2

4. Welcome page updates
The welcome page columns have been reordered so that request type/status and project name follows the request ID and the due date and request date has moved to the right. A new column has been added for the skill line item number. Also the submitted responses will now reflect the responses for the corresponding line item.

5. View individual skills updates
On View individual skills and inactive skills, we have added 2 more columns, the request type and skill number.

6. View responses updates
On View responses, Finalist and Inactive views, we have added the request type column.

7. Running comments
Allows internal and external users to record comments on individual supplier responses
All comments are displayed in one free form text field, latest comments at the top, includes date/time/author
Requesters can optionally elect to send an to suppliers of their comments and will include the latest comment in the .
Supplier’s comments will automatically generate an to IBM requesters.
Only supplier specific comments will be viewable by suppliers.
This is a new function to facilitate communication between IBM and supplier for a specific response.

8. Running comments screen shots
After you have submitted your response to IBM, if you link back into your submitted response, you will see a new section at the bottom of the screen called “Running comments”. This allows you to communicate with the IBM requester on any questions or clarifications regarding the response you submitted. You can enter comments in the “New comments to IBM” field and click on “Submit comment”. It will be saved into the “Comment history” field below. There will be a log of the date and timestamp and the author of the comment. In addition, any comments from the IBM requester will also be displayed for your view in this section. (see next page)

9. Running comments screen shots
This shows the history of a submitted comment with date/timestamp/author’s name.

10. Resubmit function
Allows initiator, requester, or project coordinators to edit a submitted request and resend it to configured suppliers
CSA request ID remains the same as original request.
The following request detail fields can be modified:
Project Coordinator, response reviewer, request type, Accounting information to be used in Bond, accounting information (but not accounting type) and Attachments.
Changes to the attachment or the request type from RFI to RFQ will result in supplier’s responses received to date to be reset back to the supplier and changed to “review and resubmit” status.
The following line item fields can be modified:
Quantity of skill needed, years of experience, education requirements
All fields in “Position details” section can be edited.
All fields in the “Estimate of time to be worked” section can be edited.
Secondary skills section are editable
Supplier list can be modified.
The next 2 pages outlines the resubmit function.

11. Resubmit function
The following skill line item fields can not be modified:
Primary job category, Secondary job category, Job role, Skill set or Skill level and work location
Depending on the changes, responses previously submitted by suppliers will be removed from requester’s view and reset back to supplier in “review and resubmit status. Suppliers will be notified via to resubmit their responses. will contain the changes made on the request.
Some changes will not require suppliers to resend responses and requesters will be able to action those responses business as usual
Additional information on resubmit function.

12. Response input screen updates
New field to indicate if supplier is allowed to submit above matrix response
If straight time bill rate is above matrix, then all additional required field will be collected on the same input screen instead of the secondary “additional pricing screen”
“Additional pricing” screen has been renamed to “Response pricing review” screen. It will only be shown for above matrix responses to allow supplier to enter the business justification for submitting an above matrix response. It will also display the summary of the pricing entered on the previous screen.
These are the supplier related fixes that will deploy in Release 1.2

13. Response pricing input screen
The new field “Can supplier enter above matrix rates?” is displayed.

14. Response pricing review screen
This screen will only show for responses that have above matrix pricing. Supplier is required to enter business justification for above matrix response. The former “Additional pricing” screen has been eliminated and replaced with this screen.

15. CSA Release 1.2 Fixes
Ability to edit the response reference for renewal or referral
1 will include rate matrix rate
These are the supplier related fixes that will deploy in Release 1.2

16. Email Changes Running comments email from requester to supplier
Running comments from supplier to requester
Resubmit to supplier containing summary of the changes to the request.
These are the new s introduced in Release 1.2 affecting suppliers.