1. MyFloridaMarketPlace Roundtable July 1, 2003 MyFloridaMarketPlace

2. 2 MyFloridaMarketPlace Roundtable Session Agenda Welcome / Overview of Today’s Session Update on Go Live! Update on P-card memorandum System Demonstration Break Continued Discussion of Vendor Exemption Processes Resolution of Pending Issues / New Issues Next Meeting Location / Time

3. 3 MyFloridaMarketPlace Roundtable Session Agenda Welcome / Overview of Today’s Session Update on Go Live! Update on P-card memorandum System Demonstration Break Continued Discussion of Vendor Exemption Processes Resolution of Pending Issues / New Issues Next Meeting Location / Time

4. 4 MyFloridaMarketPlace Roundtable Update on Go-Live!  Key Dates:  March 31, 2003: Vendors began registering in the system via the Vendor Registration module  April 28, 2003: Pilot Agencies (DOT, DMS, STO) began loading contracts  June 2, 2003: Pilot Agencies (DOT, DMS, STO) began entering Blanket Purchase Orders  July 1, 2003: Go Live with Transaction Processing for Pilot Agencies (DOT, DMS, STO)  September 1, 2003: Begin rollout to remaining agencies

5. 5 MyFloridaMarketPlace Roundtable Update on Go-Live! Today is a big milestone! Thank you for all of your efforts to date… Florida is 1 of only 8 states to implement an eProcurement system Florida is the only state to have a comprehensive eProcurement system that includes the ability to purchase commodities and services, as well as conduct online Sourcing and Quoting  Broad-based, comprehensive functionality  Expands the economic development opportunities for businesses of all sizes As of today, we have approximately 12,000 vendors registered- no other State with an active eProcurement system has reached that number of vendors in the same timeframe

6. 6 MyFloridaMarketPlace Roundtable Session Agenda Welcome / Overview of Today’s Session Update on Go Live! Update on P-card memorandum System Demonstration Break Continued Discussion of Vendor Exemption Processes Resolution of Pending Issues / New Issues Next Meeting Location / Time

7. 7 MyFloridaMarketPlace Roundtable Session Agenda Welcome / Overview of Today’s Session Update on Go Live! Update on P-card memorandum System Demonstration Break Continued Discussion of Vendor Exemption Processes Resolution of Pending Issues / New Issues Next Meeting Location / Time

8. 8 MyFloridaMarketPlace supports a number of different functions including: –Vendor Registration – Allows vendors to register and maintain their vendor information in the system. The vendor may also register for CMBE certification within the Vendor Registration System –Requisitioning – Online creation of requisition from an online catalog or contract. Supports submitting electronic quotes to vendors and allowing vendors to respond to the quote online. –Contract tracking – Online tracking of contracts including available balance, contract term, contract pricing, etc. MyFloridaMarketPlace System Overview

9. 9 MyFloridaMarketPlace System Overview (cont.) –Invoice reconciliation – Online matching of invoice, purchase order, receipt, and/or contract. The discrepancies will be identified and routed to the agency for review –Reporting – Customized reporting capabilities providing the agencies with spend visibility, contract compliance, etc. –Bidding – Online submission of solicitations to vendors. Vendors will respond to their bids online and the agency may evaluate the responses online as well.

10. 10 MyFloridaMarketPlace Roundtable Session Agenda Welcome / Overview of Today’s Session Update on Go Live! Update on P-card memorandum System Demonstration Break Continued Discussion of Vendor Exemption Processes Resolution of Pending Issues / New Issues Next Meeting Location / Time

11. 11 Transaction Fee Exemption Process – 60A-1.032(1)

12. 12 Transaction Fee Exemption Process – 60A-1.032(1) Effective July 1, 2003, vendors are subject to the transaction fee for all new transactions unless exempted by rule. Agencies that have not implemented MyFloridaMarketPlace may grant a transaction fee exemption per 60A-1.032(1). The steps are summarized below: 1.The Agency will complete the form summarizing the exemption request. 2.The Agency will file the exemption request form to send to the Customer Service Desk once the agency goes live. 3.Reference the exemption form on all purchase orders or contracts to notify the vendor that they are exempt from the transaction fee. 4.Vendors will not be required to self-report the transaction fee for exempted purchases.

13. 13 Transaction Fee Exemption Process – 60A-1.032(1) As MyFloridaMarketPlace is implemented at the agency, the following steps will need to be followed to ensure exemption is referenced in MyFloridaMarketPlace: 1.The Agency will load the purchase agreement into MyFloridaMarketPlace. 2.The Agency will submit the exemption form to the Customer Service Desk at VendorHelp@myflorida.com.VendorHelp@myflorida.com 3.The Customer Service Desk will flag the purchase agreement in MyFloridaMarketPlace as exempt from the transaction fee. 4.The Customer Service Desk will contact the requesting Agency upon completion of the transaction exemption.

14. 14 Transaction Fee Exemption Process- 60A-1.032(2)

15. 15 Transaction Fee Exemption Process- 60A-1.032(2) Agencies that have not yet implemented MyFloridaMarketPlace may request a transaction fee exemption per 60A-1.032(2). The steps to be completed are summarized below: 1.The Agency will complete a form summarizing the exemption request including justification. 2.The Agency’s head or designee will submit the form for consideration via email to the State Purchasing Director at TransactionFee@myflorida.com. 3.The State Purchasing Director will respond within 14 days either granting, denying, or requesting additional information regarding the exemption request. 4.The Agency will file the exemption request form to send to the Customer Service Desk once the agency goes live.

16. 16 Transaction Fee Exemption Process 5.If the exemption is granted, reference the exemption form on all purchase orders or contracts to notify the vendor that they are exempt from the transaction fee. 6.Vendors will not be required to self-report the transaction fee for exempted purchases.

17. 17 Transaction Fee Exemption Process – 60A-1.032(1) As MyFloridaMarketPlace is implemented at the agency, the following steps will need to be followed to ensure exemption is referenced in MyFloridaMarketPlace: 1.The Agency will load the purchase agreement into MyFloridaMarketPlace. 2.The Agency will submit the approved exemption form to the Customer Service Desk at VendorHelp@myflorida.com.VendorHelp@myflorida.com 3.The Customer Service Desk will flag the purchase agreement in MyFloridaMarketPlace as exempt from the transaction fee. 4.The Customer Service Desk will contact the Agency and State Purchasing Director upon completion of the transaction exemption.

18. 18 MyFloridaMarketPlace Roundtable Session Agenda Welcome / Overview of Today’s Session Update on Go Live! Update on P-card memorandum System Demonstration Break Continued Discussion of Vendor Exemption Processes Resolution of Pending Issues / New Issues Next Meeting Location / Time

19. 19 MyFloridaMarketPlace Roundtable Session Agenda Welcome / Overview of Today’s Session Update on Go Live! Update on P-card memorandum System Demonstration Break Continued Discussion of Vendor Exemption Processes Resolution of Pending Issues / New Issues Next Meeting Location / Time

20. 20 Next Meeting: Time / Location July 9 th (Beginning with the July 9 th Roundtable, we will begin to meet on Wednesday mornings) 9:00 a.m. – 11:00 a.m. Carr Building, Room 170