Presentation is loading. Please wait.

Presentation is loading. Please wait.

Sourcing Event Tool Kit Solicitation Archiving User Guide.

Published byCamilla Nash Modified over 9 years ago

Similar presentations

Presentation on theme: "Sourcing Event Tool Kit Solicitation Archiving User Guide."— Presentation transcript:

1 Sourcing Event Tool Kit Solicitation Archiving User Guide

2 © 2004 MyFloridaMarketPlace. All rights reserved. 2 Agenda Introduction Solicitation Archiving Vendor Bid/Response Archiving References

3 © 2004 MyFloridaMarketPlace. All rights reserved. 3 Purchasing Analysts are required to archive all electronic documents submitted in a solicitation. Solicitation documents are archived to support: –Public Record Requests –Analysis and evaluation –Audit Once training is completed Purchasing Analysts will be able to: –Download, save and view solicitation documents and vendor responses/bids from the MyFloridaMarketPlace Sourcing tool –Build a solicitation folder to archive solicitation documents Introduction

4 © 2004 MyFloridaMarketPlace. All rights reserved. 4 Agenda Introduction Solicitation Archiving Vendor Bid/Response Archiving References

5 © 2004 MyFloridaMarketPlace. All rights reserved. 5 Organization of downloaded documents is essential for accessing archived documents quickly and efficiently at a later date. A folder for solicitation documents should be created for each solicitation on a common, shared network drive (i.e. DMS S: drive) using Windows Explorer Sub-Folders can then be created in the main solicitation folder to archive: –All RFX documents (RFX text from the Sourcing tool, attachments, etc.) –Each vendor’s responses –All solicitation working documents (previous versions, bid analysis, communications, etc.) Names of folders and files should be named to provide quick search and reference capability –Date (MMDDYY), Title and version number: “010105_Spreadsheet_Test_v1.xls” –Underscores can be used for separation Creation of all folders and subfolders should be completed in Microsoft Windows® (Windows Explorer) before saving or downloading/exporting any files from the MyFloridaMarketPlace Sourcing tool Archived Folders

6 © 2004 MyFloridaMarketPlace. All rights reserved. 6 Solicitation information can be downloaded and archived in Microsoft Excel® format from the MyFloridaMarketPlace Sourcing tool. Downloading Documents Using Excel Export Functionality Solicitation text (RFX Info), Item lists, Team member lists, and Vendor responses can be downloaded in MS Excel format using the MS Excel feature of the MyFloridaMarketPlace Sourcing tool. If a page of a solicitation can be downloaded into Excel, the Excel Export Icon will be displayed: Navigate to the page you wish to download and click the Excel Export Icon A File Download window will appear. Select the “Save” button. Browse to the solicitation folder where you want to save the file and select the save button. The page you are viewing will then be saved as an Excel file

7 © 2004 MyFloridaMarketPlace. All rights reserved. 7 Navigate to the page within the solicitation that you need to archive, and click the Excel export icon. In this case, the Purchasing Analyst wishes to download the RFX text for Archiving 1.Select the “RFX Info” Tab 2.Select the Excel Export icon Downloading Documents Using Excel Export Functionality (continued) 1. 2.

8 © 2004 MyFloridaMarketPlace. All rights reserved. 8 Follow the dialog boxes as they appear, and name your file as needed. Once the Excel Export Icon is clicked, 1.A File Download page will open. Select “Save” 2.A “Save As” window will then open.Browse to the correct folder and click the “Save” 2 1 Downloading Documents Using Excel Export Functionality (continued)

9 © 2004 MyFloridaMarketPlace. All rights reserved. 9 All solicitation documents that were uploaded as attachments can be downloaded and archived from the MyFloridaMarketPlace Sourcing tool. Solicitation attachments can be downloaded from the Sourcing tool and archived where needed Navigate to the page you wish to download the file attachment Click the file hyperlink - Name of the document, in blue text and underlined A File Download window will appear. Select the “Save” button. Browse to the solicitation folder where you want to save the file and select the save button. The file will be saved in the location you selected Downloading Solicitation Documents

10 © 2004 MyFloridaMarketPlace. All rights reserved. 10 Navigate to the solicitation document that you need to archive, and click the hyperlinked name of the document. (Hyperlink is in blue text and underlined). All solicitation attachments can be archived as well 1.Click the document hyperlink 1. Downloading Solicitation Documents (continued)

11 © 2004 MyFloridaMarketPlace. All rights reserved. 11 Steps for saving the solicitation attachments are identical to the Excel export archiving steps. Once the Document hyperlink is clicked 1.A File Download page will open. Select “Save” 2.A “Save As” window will then open.Browse to the correct folder and click the “Save” 2 1 Downloading Solicitation Documents (continued)

12 © 2004 MyFloridaMarketPlace. All rights reserved. 12 All pages viewed in the MyFloridaMarketPlace Sourcing tool can also be saved as Hyper Text Markup Language (HTML) web page files. Saving solicitation pages as HTML files Every page of the solicitation that can be viewed in your internet browser can be saved on a hard drive (On your computer or a shared network drive) When opened later offline, these files will be the actual internet browser page as viewed when online. Navigate to the page you wish to download From the Menu bar, select “File”, a drop down will expand Select “Save As…” and a “Save Web Page” dialog box will appear Navigate to the folder location where you intend to save the file Name the file in the “File name:” box On the “Save as type” drop down box, Select : Web Page,HTML only (*.htm; *.html) Click the “Save” button and the html file will be saved for later viewing

13 © 2004 MyFloridaMarketPlace. All rights reserved. 13 Saving web pages from the MyFloridaMarketPlace is similar to saving any other type of file in Microsoft Office® using the Menu bar. 1.Click File on the Menu Bar, then Save As… Saving solicitation web pages

14 © 2004 MyFloridaMarketPlace. All rights reserved. 14 2.A “Save Web Page” window will then open. Saving solicitation web pages (continued) A dialog box for saving the web page will automatically open

15 © 2004 MyFloridaMarketPlace. All rights reserved. 15 Saving as a Web page, HTML only will ensure a single HTML file is created. Saving solicitation web pages (continued) 1.Name the file in the File Name box 2.On the “Save as type” drop down, Select : Web Page,HTML only (*.htm; *.html) 3.Click the “Save” button to save the file

16 © 2004 MyFloridaMarketPlace. All rights reserved. 16 Agenda Introduction Solicitation Archiving Vendor Bid/Response Archiving References

17 © 2004 MyFloridaMarketPlace. All rights reserved. 17 There are several ways to download vendor responses. Responses can be downloaded individually or multiple responses can be downloaded together as comparisons. Vendor responses information can be downloaded as Excel files, HTML files and attachments Each vendor’s response can be exported/saved individually or the vendors’ responses can be combined and exported/saved as a comparison Comparisons –To view item comparisons select the Items tab of the RFX –To view comparisons of solicitation responses (RFX Info) select the Supplier tab, check the boxes of suppliers you wish to compare then click the “Compare Bids” button Procedures for exporting/saving are identical to downloading RFX documents and web pages –Use the Excel export icon –Save as an HTML file –Attachments are saved by clicking the document hyperlink Downloading Vendor Responses

18 © 2004 MyFloridaMarketPlace. All rights reserved. 18 An individual vendor’s responses can be viewed, exported and saved from the Suppliers tab of the RFX. Downloading Vendor Responses – Individual 1.Click the any of the “View Response” hyperlinks to view, export or save individual vendor’s responses 1

19 © 2004 MyFloridaMarketPlace. All rights reserved. 19 Once the “View Response” hyperlink is clicked, the Bid Details for that vendor will be displayed. The vendor’s response can be exported as an Excel file or saved as an HTML file. Downloading Vendor Responses – Individual (continued)

20 © 2004 MyFloridaMarketPlace. All rights reserved. 20 Multiple vendors’ responses can be compared from the Suppliers tab of the RFX. 1.Select the check boxes of two or more vendors 2.Click the “Compare Bids” button to view, export or save a comparison of multiple responses 1 2 Downloading Vendor Responses – Comparisons

21 © 2004 MyFloridaMarketPlace. All rights reserved. 21 All selected vendors’ responses are displayed in a table. The comparison can then be exported as an Excel file or saved as an HTML file By clicking the RFX Info tab; comparison of RFX info responses can be viewed, exported or saved Downloading Vendor Responses – Comparisons (continued)

22 © 2004 MyFloridaMarketPlace. All rights reserved. 22 Agenda Introduction Solicitation Archiving Vendor Bid/Response Archiving References

23 © 2004 MyFloridaMarketPlace. All rights reserved. 23 References Review the Buyer’s Toolkit on the MyFloridaMarketPlace webpage : https://marketplace.myflorida.com/buyer/buyer_solicitation_help.htm https://marketplace.myflorida.com/buyer/buyer_solicitation_help.htm Email the Event Services Team at myfloridamarketplace@myflorida.commyfloridamarketplace@myflorida.com Call the MyFloridaMarketPlace Customer Service Desk at 1-866-FLA-EPRO (352-3776) Additional References / Assistance

Download ppt "Sourcing Event Tool Kit Solicitation Archiving User Guide."

Similar presentations

Document Properties: adding information to your Microsoft Office documents Step 1: Add information to Document Properties What are Document Properties.

Document Properties: adding information to your Microsoft Office documents Step 1: Add information to Document Properties What are Document Properties.
1 Vendor Reverse Auction - Event User Guide. 2 Minimum System Requirements Internet connection - Modem, ISDN, DSL, T1. Your connection speed determines.

1 Vendor Reverse Auction - Event User Guide. 2 Minimum System Requirements Internet connection - Modem, ISDN, DSL, T1. Your connection speed determines.
1 Vendor ITB - Sourcing User Guide. 2 Minimum System Requirements Internet connection - Modem, ISDN, DSL, T1. Your connection speed determines your access.

1 Vendor ITB - Sourcing User Guide. 2 Minimum System Requirements Internet connection - Modem, ISDN, DSL, T1. Your connection speed determines your access.
Pasewark & Pasewark Microsoft Office XP: Introductory Course 1 INTRODUCTION Lesson 1 – Microsoft Office XP Basics and the Internet.

Pasewark & Pasewark Microsoft Office XP: Introductory Course 1 INTRODUCTION Lesson 1 – Microsoft Office XP Basics and the Internet.
Using a Template to Create a Resume and Sharing a Finished Document

Using a Template to Create a Resume and Sharing a Finished Document
XP Information Technology Center - KFUPM1 Microsoft Office FrontPage 2003 Creating a Web Site.

XP Information Technology Center - KFUPM1 Microsoft Office FrontPage 2003 Creating a Web Site.
XP Browser and E-mail Basics1. XP Browser and E-mail Basics2 Learn about Web browser software and Web pages The Web is a collection of files that reside.

XP Browser and Basics1. XP Browser and Basics2 Learn about Web browser software and Web pages The Web is a collection of files that reside.
Integrating Access with the Web and with Other Programs.

Integrating Access with the Web and with Other Programs.
1 Computing for Todays Lecture 22 Yumei Huo Fall 2006.

1 Computing for Todays Lecture 22 Yumei Huo Fall 2006.
Browser and E-mail Basics Tutorial 1. Learn about Web browser software and Web pages The Web is a collection of files that reside on computers, called.

Browser and Basics Tutorial 1. Learn about Web browser software and Web pages The Web is a collection of files that reside on computers, called.
1 of 4 This document is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS DOCUMENT. © 2007 Microsoft Corporation.

1 of 4 This document is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS DOCUMENT. © 2007 Microsoft Corporation.
FIRST COURSE Creating Web Pages with Microsoft Office 2007.

FIRST COURSE Creating Web Pages with Microsoft Office 2007.
FIRST COURSE Computer Concepts Internet and Email Microsoft Office Get to Know Your Computer.

FIRST COURSE Computer Concepts Internet and Microsoft Office Get to Know Your Computer.
XP New Perspectives on Microsoft Access 2002 Tutorial 71 Microsoft Access 2002 Tutorial 7 – Integrating Access With the Web and With Other Programs.

XP New Perspectives on Microsoft Access 2002 Tutorial 71 Microsoft Access 2002 Tutorial 7 – Integrating Access With the Web and With Other Programs.
The Internet & Web Browsers Business Webpage Design Kelly Seale.

The Internet & Web Browsers Business Webpage Design Kelly Seale.
Tutorial Introduction Fidelity NTSConnect is an innovative Web-based software solution designed for use by customers of Fidelity National Title Insurance.

Tutorial Introduction Fidelity NTSConnect is an innovative Web-based software solution designed for use by customers of Fidelity National Title Insurance.
1 Vendor RFI - Event User Guide. 2 Minimum System Requirements Internet connection - Modem, ISDN, DSL, T1. Your connection speed determines your access.

1 Vendor RFI - Event User Guide. 2 Minimum System Requirements Internet connection - Modem, ISDN, DSL, T1. Your connection speed determines your access.
1 Vendor ITB - Event User Guide. 2 Minimum System Requirements Internet connection - Modem, ISDN, DSL, T1. Your connection speed determines your access.

1 Vendor ITB - Event User Guide. 2 Minimum System Requirements Internet connection - Modem, ISDN, DSL, T1. Your connection speed determines your access.
Internet. Internet is Is a Global network Computers connected together all over that world. Grew out of American military.

Internet. Internet is Is a Global network Computers connected together all over that world. Grew out of American military.
With Windows 7 Comprehensive© 2012 Pearson Education, Inc. Publishing as Prentice Hall1 PowerPoint Presentation to Accompany GO! with Windows 7 Comprehensive.

With Windows 7 Comprehensive© 2012 Pearson Education, Inc. Publishing as Prentice Hall1 PowerPoint Presentation to Accompany GO! with Windows 7 Comprehensive.

Similar presentations

Ads by Google