Integrated equote Practical Exercise Staff Augmentation

Transcription

1 Integrated equte Practical Exercise Staff Augmentatin Scenari: Create an Integrated equte fr Staff Augmentatin. In this scenari, yu will create a new integrated equte fr practice. Yu will have the pprtunity t add requirements, questins, and sectins t cntent within yur equte event, but will begin by defining line items in MFMP Buyer. Backgrund: Yu are creating a new equte event, by first creating a draft requisitin. Nte: Use the MFMP Buyer and MFMP Surcing Training envirnments fr yur training activity. Training envirnment links (Click the lg belw t access each site): Training envirnment username: Yur username is the same as the username that yu use in the live Prductin envirnment. Training envirnment passwrd: train30 Best Practices fr Creating Cntent It is helpful t fllw certain best practices t maximize the value f yur event. These suggestins help t create simple, understandable cntent: Organize yur cntent lgically s it is easy t understand. Always place questins within a sectin. Avid creating sectins nested many levels deep. Create yur questins t be as quantifiable as pssible. Asking questins that slicit numerical facts r a selectin frm a list f chices, as ppsed t vague pen-ended questins, helps yu mre easily scre the bid. equte Practical Exercise Staff Augmentatin 1

2 Tips n using this practical exercise: This practical exercise cvers a wide variety f system functins and is nly intended fr instructinal purpses. It is very easy t Cpy and Paste language belw int yur equte. Cnsider using keybard shrtcuts (CTRL+C: Cpy and CTRL+V: Paste). T remve frmatting frm yur cpied text, MFMP Surcing has a Remve Frmatting buttn, pictured belw. Activity #1: Create a Draft Requisitin Lg int MFMP Buyer. Within the Cmmn Actins sectin click n Requisitin. Chse Create Nn-Catalg Item. 1. Nw, let s build detail fr ur first line item. Line items are pprtunities fr participants t prvide pricing fr each gd. Line items are added t yur MFMP Surcing equte event as additinal Sectins. In the Full Descriptin field, type: Web Applicatin Prgrammer: Hurly Rate fr July 2014 thrugh June 30, Fr the Cmmdity Cde field, select : Infrmatin technlgy cnsultatin services. Nte: Yu can select a Vendr Lcatin n this page r make the chice by Editing line item details. Select the crrect Methd f Prcurement frm the drp dwn menu. Fr this exercise chse B State term cntract with RFQ [s (2) s , F.S.; Rule 60A-1.043, 60A-1.044(2),F.A.C. Select State Cntract ID Fr Quantity, type in a value f 2080, t include 12 mnths (1 Year) f services. Change the Unit f Measure (UOM) frm each t hur by using the drp dwn menu and searching fr hur. Fr the Price field, type in the previus amunt f spend. This dllar amunt translates t Histric Spend when sent t MFMP Surcing. Click Update Ttal t get an extended ttal based n the Quantity and Price fields. Click OK t cntinue. On the Requisitin Summary page, click Edit fr the line item. In the Vendr Lcatin field, select any value frm the drp dwn menu. Awarded vendr detail will be transmitted back t Buyer after awarding in Surcing. This is nly a temprary placehlder t initiate the integratin prcess. Ppulate the remaining required Finance and Accunting Detail fields. Ensure that n errrs remain n the page. equte Practical Exercise Staff Augmentatin 2

3 Once finished, click OK. 2. Let s add additinal line items. Back n the Requisitin Summary page, put a check beside the first line item then click Cpy t add additinal line items. Nw place a check beside line item 2 and click Edit. In the Descriptin field, type: Web Designer: Hurly Rate fr July 2014 thrugh June 30, Additinal line item detail was cpied based n the first line item created. Verify the accunting details and adjust the Price field based n the new gd, then click OK t add mre line Items. 3. Nw, add in the last line item. Back n the Summary page, put a check beside the first line item then click Cpy t add additinal line items. Nw place a check beside line item 3 and click Edit. In the Descriptin field, type: Business Analyst: Hurly Rate fr July 2014 thrugh June 30, All additinal line item detail was cpied based n the first line item created. Verify the accunting details and adjust the Price field based n the new service, then click OK t add mre line items. 4. Back n the Requisitin Summary page, add a Title. This will becme the title f yur equte event. 5. Next, click the Create an MFMP equte event link t send yur line items t Surcing. When yu create an equte frm a Requisitin and need t edit line items, yu need t cmplete this actin in Buyer by resetting the equte event befre yu select Publish. If yu d nt have access t Surcing, yu will nt see this link, and yu will need t wrk with yur system administratr t get access t Surcing. Activity #2: Create Surcing Prject In Surcing, cmplete all required fields marked with an asterisk. Yu ll ntice sme fields are preppulated based n the Draft Requisitin. It is best practice t leave N fr the Ntify Vendrs? field. Yu will select vendrs in a later step. Select yur agency in the Department field. Click Create t cntinue. Activity #3: Setup equte Rules Set the Bidding end time Duratin f ten days. Select the Yes radi buttn fr Can wner see respnses befre event clses. Verify the Receive s frm participants at this address drp dwn is selected with the Owner address ptin. Click Next t cntinue t the Team page. Activity #4: Set up equte Team As the equte creatr, Surcing defaults yu as the Prject Owner. equte Practical Exercise Staff Augmentatin 3

4 If yu chse t add thers frm yur agency, yu can add them as additinal prject wners, which gives them access t the equte. Added users must have Surcing access. Fr this activity we will nt add additinal prject wners r Grups. Click Next t cntinue t the Suppliers page. Activity #5: Setup equte Suppliers Use vendr accunts fund in Appendix A f this practical exercise. Click Invite Participants. Chse a Cmpany Name frm Appendix A and type the name in the Supplier Name field and click Search. Select the supplier frm the search results and click OK. Nw let s add anther vendr by clicking n Invite Anther Participant. Chse a secnd Cmpany Name frm Attachment A and type the name in Supplier Name field and click Search. Select the supplier frm the search results and click OK. Add ne additinal vendr by clicking n Invite Anther Participant. Chse a third Cmpany Name frm Attachment A and type the name in Supplier Name field and click Search. Select the supplier frm the search results and click OK. Click Next t cntinue t the Cntent page. Activity #6: Build equte Cntent Sectin 1, Overview: In Sectin 1, Overview, yu need t input cntact infrmatin and service lcatin details. Input yur first and last name in the Requester field. Input yur address and phne number Input ship-t address under Shipping Details. Select Delivery Needed by t a date three weeks frm tday s date. Select N fr Rush Delivery frm the drp dwn menu. Chse INC-Dest: Destinatin freight paid by vendr and included in price. Title passes upn receipt. Vendr files any claims fr the F.O.B. Cde. Sectin 2, Purpse and Scpe: Ensure vendrs understand that cmpletin and award f this equte event des nt cnstitute any gds r services be prvided t the State. Vendrs must receive an apprved purchase rder t prvide services utlined in this equte event. In Sectin 2, Purpse and Scpe, yu will add the fllwing statement (r smething similar) in the Additinal Infrmatin field: Service Agreement: In accrdance with yur requirements fr staff augmentatin, we (supplier) submit the fllwing prpsed agreement, scpe f services and csts qutes. We (supplier) understand that this agreement shall nly becme effective when the supplier has received an apprved purchase rder r executed cntract. Select N frm the drpdwn fr Substitute Prducts. equte Practical Exercise Staff Augmentatin 4

5 Create a new sectin. In rder t add new sectins, select 2 Purpse and Scpe t see a drp dwn list. Frm the drp dwn list, select Sectin. In the new windw, select the Add Inside radi buttn t create 2.1 and write the fllwing: In the Name field add the fllwing: Purpse: In the Descriptin field add the fllwing: T prvide staff augmentatin under the State f Flrida State Term Cntract fr Infrmatin Technlgy (IT) Cnsulting Services t the Flrida Department f (insert yur Department) fr Business Applicatin Supprt Technicians wrking directly in supprt f the (Agency) t prvide expert facilitatin, analysis, prcess engineering, requirements develpment, and design, t supplement the Agency web design team. Vendrs are expected t prvide resumes fr all r any f the three (3) fllwing psitins, ne (1) Business Analyst, ne (1) Web Applicatins Prgrammer, and ne (1) Web Designer. DMS may r may nt select all f the staff augmentatin psitins frm ne vendr s list f prpsed candidates. The start dates and qualificatins fr each psitin are listed belw. The resulting cntract fr each psitin may be renewed n a year-t-year basis, cntingent upn the renewal f DMS State Cntract Qualificatins must be clearly stated n the candidate s resume and verifiable via reference checks. In additin, the resumes fr all f the candidates must include knwledge and prficiencies claimed by the candidate and must be clearly indicated n actual wrk experiences in previus successful implementatins. Create a new sectin. T add new sectins, select 2 Purpse and Scpe t see a drp dwn list. Frm the drp dwn list, select Attachment In the new windw, select the Add Inside radi buttn t create 2.2 and write the fllwing: In the Name field add the fllwing: Statement f Wrk In the Descriptin field add the fllwing: Please see attached Statement f Wrk fr details pertaining t this equte. Click Attach a file. Select Uplad a file frm dashbard. Brwse fr and uplad the PDF titled SOW. Ensure the Visible t Participant drp dwn is set t Yes, then click Dne. This will create Attachment 2.2 f yur equte event. Sectin 3, Ntes/Attachments: Add the requirements f the event under Sectin 3, Ntes/Attachments. A Requirement in Surcing is a statement that can be added t an event, cmmunicating infrmatin abut yur expectatins. T add requirements, click n 3 Ntes/Attachments fr a drp dwn menu. Frm the drp dwn, select Requirement. Leave the Lcatin radi buttn defaulted t Add Inside. In the new windw, write the fllwing paragraph: Security Precautins f Supplier, the Supplier s Emplyees r Subcntractr: Whenever necessitated by legitimate cncern fr reasnable security precautins as determined by the agency r the facility & withut regard t the identity f any individual, the Agency r the facility will require the cntracting party(ies) and/r emplyees f the cntracting party(ies) t submit t, and successfully pass, an apprpriate security backgrund investigatin prir t being allwed access t any f the agency's facilities t perfrm thse services as set frth in this cntract and/r purchase rder. Ensure the Visible t Participant drp dwn is set t Yes, then click Dne. This will create requirement 3.1 f yur equte event. equte Practical Exercise Staff Augmentatin 5

6 Sectin 4, Vendr Respnse: In this sectin yu will capture vendr respnse details using questins with drp-dwn chices, multiple line text, and single line text bx answer types. Use questins t slicit infrmatin frm participants. Create Yes/N Questin T create a Yes/N drp-dwn type f questin, click n 4 Vendr Respnse t see the drp dwn menu. Select Questin frm the drp-dwn menu. Leave the Lcatin radi buttn defaulted t Add Inside t create 4.1. In the name bx, type yur questin as fllws: Des the Bidder certify that yu are authrized t respnd n behalf f their cmpany t this slicitatin? In the field Include in Cst, make sure drp dwn is set t N (this is default.) Fr the answer type drpdwn field select Yes/N. Fr the respnse required field, select Yes, Participant Required Make sure visible t participant is set t Yes. We dn t need t allw vendrs t add cmments t their respnse and we dn t need t use participant-specific initial values s g ahead and leave the next tw drp-dwn bxes as N (this is default.) The last field is Initial Value and is set t Unspecified by default. Fr this practice please leave the Initial Value field defaulted t Unspecified. This will require the participating vendrs t select an answer. Click Dne t save yur questin. Create Multiple Text Lines Questin and Add an Attachment Nw let s create anther questin with a multiple text bx fr respnse. Click n 4 Vendr Respnse t see the drp dwn menu. Select Questin frm the drp-dwn menu. Leave the Lcatin radi buttn defaulted t Add Inside t create 4.2. Sectins 5, 6 and 7: In the name bx, type yur questin as fllws: Prvide a brief descriptin f each submitted candidate s experience and attach a single cmbined PDF cntaining a resume fr each candidate submitted. In the field Include in Cst, make sure drp dwn is set t N (this is default.) Fr the answer type drpdwn field select Text (multiple lines). Fr the respnse required field, select Yes, Participant Required. Make sure visible t participant is set t Yes. Fr this questin we need t allw vendrs t add cmments t their respnse. The drp dwn bx will default t N autmatically. Change the value t Yes allwing vendrs t attach resumes fr their respective candidates. The last field is Initial Value and is empty. Fr this practice, we will nt set an initial value. Click Dne t save yur questin. These Sectins cntain the line items frm ur Requisitin in Buyer. Any changes made t line items needs t be cmpleted in Buyer. Making changes t line items in Surcing will cause the Requisitin and equte t nt synchrnize prperly. equte Practical Exercise Staff Augmentatin 6

7 Set a Need By date fr each line item. Activity #7: Publish event Nw that yu have finished creating the equte cntent, click n Next t see a summary f yur equte. Review the summary page and if everything is accurate, click Publish t publish yur equte. Activity #8: Respnd t yur equte event Agency custmers can utilize the Surcing Vendr Training envirnment t act as a vendr and prvide a respnse t an event. Typically agency custmers wuld nt respnd t an equte event, but cmpleting this prcess fr training purpses allws fr award in Surcing and synchrnizatin t Buyer. Appendix A prvides a table cntaining vendr lgin credentials. Use the link abve, Vendr User ID and passwrd that crrespnds t the vendrs added in the Supplier page f yur equte event. Lgin as the first invited vendr added using the Vendr User ID and Passwrd prvided in the table prvided in Appendix A. Select the equte event yu ve created in the Open queue. Click Review Agreement t begin the bid respnse. Select I accept the terms f this agreement. Click OK. Click the Submit Selected Lts buttn. Answer all required questins, regardless f answer type. Click Submit Entire Respnse t cmplete the bid prcess. Lgut and repeat this prcess with any r all vendrs invited t participate. Activity #9: Reduce time remaining Lgin as yurself in the agency custmer Surcing Training Envirnment and lcate yur equte event n the Surcing Dashbard. On the Cntent tab, click the Actins buttn and chse Reduce Timing frm the drp dwn menu. Reduce yur event timing until there is n time remaining and yur event is in Pending Selectin status. Activity #10: Create Scenaris Navigate t the Scenari tab and select the Create buttn. Select Manual Scenari. Prvide a title fr yu scenari. Select a vendr fr each line item using the drp dwn menus. After making chices fr each line item, yu can click n the 2. Summary tab, select Dne r Submit fr award. Selecting the 2. Summary tab prvides high level infrmatin abut yur chices. Selecting Dne saves yur scenari. Selecting Submit fr award initiates the award prcess. Click Dne t return t the Scenari tab. equte Practical Exercise Staff Augmentatin 7

8 Nw yu can create additinal scenaris, like Optimizatin Scenaris and Surcing will prvide recmmendatins fr award. Yu can award directly frm any created scenari r prceed t the Award tab t cmplete yur equte. Activity #11: Award Decisin Navigate t the Award tab and select the Award buttn, fund just under the Actins buttn. Chse a vendr fr each line item using the drp dwn menus. Once a vendr(s) has been chsen fr each line item, click Submit fr award. Uncheck the Send s t Awarded Participants ptin. Click Dne t cmplete this prcess. Navigate t the Overview tab and click the link Link t Requisitin in MFMP Buyer t access yur Requisitin and view the award detail. Activity #12: Cmplete the Draft Requisitin In the Requisitin Summary tab, click Edit. Verify the award detail assciated fr each line item. Select the crrect Vendr Lcatin fr each line item. Click Submit t cmplete yur Requisitin. This cmpletes the training activity. Fr access t MFMP applicatins and supprt, wrk with yur agency MyFlridaMarketPlace System Administratr. If yu have questins when wrking thrugh these activities in the Training Envirnment please cntact the MyFlridaMarketPlace Custmer Service Desk. BuyerHelp@MyFlridaMarketPlace.cm (866) equte Practical Exercise Staff Augmentatin 8

9 Appendix A Agency custmers can utilize the Surcing Vendr Training envirnment t act as a vendr and prvide a respnse t an event. Typically agency custmers wuld nt respnd t an equte event, but cmpleting this prcess fr training purpses allws fr award in Surcing and synchrnizatin t Buyer. Appendix A prvides a table cntaining vendr lgin credentials, passwrds and Cmpany Names. Add vendrs t yur equte event using the Cmpany Name prvided in the third clumn. Use the link abve, Vendr User ID and passwrd that crrespnd t the vendrs added in the Supplier page f yur equte event. equte Practical Exercise Staff Augmentatin 9