equote Practical Exercise Lawn Equipment

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1 Scenari: Create an equte fr Lawn Equipment. equte Practical Exercise Lawn Equipment In this scenari, yu will create a new equte fr practice. Yu will have the pprtunity t add requirements, questins, line items and sectins t cntent within yur equte event. Backgrund: Yu are creating a new equte event and need t chse crrect settings and add the apprpriate cntent. Nte: Use the MFMP Surcing Training envirnment fr yur training activity. Training envirnment link: Surcing Training Envirnment 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. Activity #1: Create equte: Lg int Surcing. In the Cmmn Actins sectin, under Create, select the Surcing Prject ptin. Yu will nw ppulate the fields belw t create yur equte prject: Title yur equte event and write a shrt descriptin. [Please nte: The descriptin field is fr internal use nly and is nt visible t the participating vendrs.] Since this is yur first activity, we will leave the Cpy frm prject field t (n value.) [Please nte: in the future, nce yu create ther equtes, yu can use this drp dwn menu t cpy the cntent f a previus equte, s yu dn t have t re-type everything. Yu will be allwed t edit cntent f the cpied equte t adjust t yur updated needs.] Select the Quick Prject radi buttn. Under Event Type, use drp dwn menu t select equte. Yu are creating this equte fr practice, s g ahead and mark the Test Prject field as Yes. [Please nte in a real equte, yu must select N radi buttn fr Test Prject. ]

2 The Regins field is ptinal. It can be left as N Value r select FL Flrida. Select yur Department. Select radi buttn N fr Ntify Vendrs. [Please nte yu will have the pprtunity t select desired vendrs t submit the equte t in the next sectin prir t creating the event cntent. Selecting Yes t the Ntify Vendrs field will distribute the invitatin t participate t all vendrs with matching cmmdity cdes.] Leave predecessr prject as N Value. [This field is ptinal and rarely will apply t equtes.] Select a Cmmdity cde: Use the arrw t search fr mre and find : Sharpeners, Lawn Mwer cmmdity cde. Select Create t start develping yur equte cntent. Activity #2: Setup equte Rules: In the Timing Rules sectin, set the bidding end time t ten days fr purpses f this training activity. In the Market Feedback sectin, select the N radi buttn fr Can wner see respnses befre event clses? In the Message Bard sectin, verify the Receive s frm participants at this address drp dwn is selected with Owner Address ptin. Select the Next buttn t cntinue t Team. Activity #3: Set up equte Team: As the equte creatr, Surcing defaults yu as the Prject Owner. If yu chse t add thers frm yur agency, yu can add them as additinal Prject Owners, r select the Add Grup buttn, which prvides access t the equte. This is ptinal and prvides a way fr thers t bserve yur equte. They must have Surcing access fr yu t add them. Fr this activity we will nt add ther Prject Owners. Select the Next buttn t cntinue t Suppliers. Activity #4: Setup equte Suppliers: Select Invite Participants Type Vendr Cmpany 01 in the Organizatin Name field and select search. Select Vendr Cmpany 01 frm the search results and select Ok. Nw add tw mre participants by selecting Invite Anther Participant. Perfrm the same search fr Vendr Cmpany 02 and Vendr Cmpany 03 in the rganizatin name bx and select search. Select Vendr Cmpany 02 and Vendr Cmpany 03 frm the search results and select Ok. [Please select these exact vendrs frm the Participant Search. Other Vendr Cmpany accunts, e.g. UAT accunts, may nt yield the desired results f this exercise.] Select Next t cntinue t Cntent. Activity #5: Setup equte Cntent: equte Sectin 1: Overview In Sectin 1 Overview, 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. Use yur Agency s address fr this practical exercise. Select Delivery Needed By t a date tw weeks ut frm tday. Select N fr rush delivery frm the drp dwn menu. Chse F.O.B. Cde (free n bard) INC-Dest: Destinatin freight paid by vendr and included in price. Title passes upn receipt. Vendr files any claims. equte Practical Exercise Lawn Equipment 2

3 equte Sectin 2: Purpse and Scpe We need t make sure vendrs understand cmpletin f this equte bidding prcess des nt start any services t the state. Vendrs must receive an apprved purchase rder in rder t prvide services utlined in this equte. In Sectin 2 purpse and scpe, yu will add the fllwing statement (r smething similar) in Additinal Infrmatin bx: 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 fr substitute prducts. equte Sectin 3: Nte/Attachments Input the requirements f the agreement under the Ntes/Attachments Sectin 3. A Requirement in Surcing is a statement yu can add t the event t cmmunicate infrmatin abut yur expectatins. In rder t add requirements, select 3 Ntes/Attachments t see a drp dwn list. Frm the drp dwn list, select Requirement. Select the Add Inside radi buttn t create 3.1. In the Requirement field, add the fllwing: Agreement Duratin: This agreement will remain in frce based n the term as stated in the start and end date f the apprved purchase rder given t the supplier based n this qute and agreement. Ensure that the Visible t Participant field it set t Yes fr all f the fllwing requirements. Once finished with each requirement, simply select Dne t mve frward. Practice adding additinal Requirements t the event, in Sectin 3. equte Sectin 4: Vendr Respnse In this sectin yu will capture vendr respnse details using questins with drp-dwn chices, multiple text bxes and single text bxes. Use the fllwing questins t slicit infrmatin frm participants. Create a Yes/N Questin T create a Yes/N drp-dwn type f questin, select 4 Vendr Respnse t access the drp dwn menu. Select Questin frm the drp-dwn menu. Select the Add Inside radi buttn t create 4.1. In the Name field, type yur questin as fllws: D yu ffer an extended warranty n yur items? In the Include in Cst field, make sure the drp dwn is set t N. Fr the Answer Type drpdwn field, select Yes/N. Fr the Respnse Required? field, select Yes, Participant Required. Make sure the Visible t Participant field is set t Yes. Fr this questin we dn t need t allw vendrs t add cmments t their respnse and we dn t need t use participant-specific initial values. Bth drp dwn bxes will default t N autmatically. The last field is Initial Value and is set t Unspecified by default. Fr this practice, leave the default answer t this questin as Unspecified fr all vendrs. In an actual live slicitatin, selecting Unspecified will require the participating vendrs t make a chice. Nw, select Dne t save yur questin. equte Practical Exercise Lawn Equipment 3

4 Create Single Text Line Questin With Specified Drp-Dwn Values Nw let s create next questin with answers that are set up as drp-dwn values fr vendrs t chse frm. Select 4 Vendr Respnse t see the drp dwn menu. Select Questin frm the drp-dwn menu. Select the Add Inside radi buttn t create 4.3. In the Name field, type yur questin as fllws: If yu answered yes t prviding extended warranty, hw many years f extended warranty are yu willing/able t prvide? In the field Include in Cst, make sure the drp dwn is set t N. Fr the Answer Type drpdwn field, select Text (single line). Fr the Acceptable Values field, select List f Chices. Fr the Respnse Required? field, select Yes, Participant Required. Make sure the Visible t Participant field is set t Yes. Fr this questin we dn t need t allw vendrs t add cmments t their respnse and we dn t need t use participant-specific initial values. Bth drp dwn bxes will default t N autmatically. Fr this practice, we dn t need t Allw participants t specify ther value, and we dn t need t Allw participants t select multiple values, s leave the next tw radi buttns defaulted as N. The last field is List f Chices. Select the empty single line bx and type yur first chice as 1 Year. Then select Add. This will display anther empty single line bx. Select the new bx and input 2 Years as yur secnd chice. Add a few mre chices fr 3 Years, 4 Years and 5 Years. Select Dne t save yur questin. Create a Questin with a Whle Number Respnse Type Let s create the next questin with a multiple text bx respnse. Select 4 Vendr Respnse t see the drp dwn menu. Select Questin frm the drp-dwn menu. Select the Add Inside radi buttn t create 4.2. In the Name field, type yur questin as fllws: What is yur cmpany annual sales revenue/vlume fr lawn mwers in US dllars? In the field Include in Cst, make sure drp dwn is set t N. Fr the Answer Type drpdwn field, select Whle Number. Fr the Respnse Required? field, select Yes, Participant Required. Make sure the Visible t Participant field 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. We dn t need t use participant-specific initial values. The drp dwn bx will default t N autmatically. The last field is Initial Value and is empty. Fr this questin, we will nt set an initial value, s leave it blank. Select Dne t save yur questin. It s a gd idea t review what has been created, befre mving frward. While wrking in the Cntent sectin f the event, select the Actins drp dwn, fund n the tp right crner f the event, scrll dwn belw View as Participant and select Vendr Cmpany 01 (Vendr 01). This will allw the event wner t view the questins created and insure that each can be viewed by the vendr, answered by the vendr and that all intended attachments have been included r that vendr can add attachments, as necessary. T g back t the draft event, select End Preview lcated in the green bar n the tp left f the screen. If any changes are needed, select the requirement t see a drp-dwn menu. Select Edit t g back int the requirement and edit the cntent t match yur need. equte Sectin 5: Pricing Terms In this sectin, yu will capture vendr respnse details using line item answer types. Use the fllwing line item questins t slicit pricing infrmatin frm participants. equte Practical Exercise Lawn Equipment 4

5 Create a new sectin under 4 Vendr Respnse. T add a new sectin, select 4 Vendr Respnse t see a drp dwn list. Frm the drp dwn list, select Sectin. In the new windw, select the Add After radi buttn t create sectin 5, with the title Pricing Terms. Create a new Line Item under 5 Pricing Terms by selecting Line Item frm the drp dwn list. In the new windw, select the Add Inside radi buttn t create 5.1. In the Name field add the fllwing: Riding Lawn Mwer: In the Descriptin field add the fllwing: Lawn mwer must be 30HP, 60" Cut, Gasline perated riding lawn mwer, frnt deck munt, ROPS certified. In the field Cmmdity, use the drp-dwn menu t select : Sharpeners, Lawn Mwer. Insure that the line item is Visible t Participants. The radi buttn will default t Participants Bid per Unit (unit bidding). Leave this radi buttn t the default. In the Item Terms sectin, check the Quantity field and type 4 inside the text bx. T finish this line item, simply select Dne. Create a new Line Item under 5 Pricing Terms. T add a new sectin, select 5 Pricing Terms t see a drp dwn list. Frm the drp dwn list, select Line Item. In the new windw, select the Add Inside radi buttn t create 5.2. In the Name field add the fllwing text: Edger: In the Descriptin field add the fllwing text: Edger must have engine size f 25cc, and curved shaft. Insure that the line item is Visible t Participants. The radi buttn will default t Participants Bid per Unit (unit bidding). Leave this radi buttn t the default. In the Item Terms sectin, check the Quantity field and type 3 inside the text bx. T finish this line item, simply select Dne. Create a new Line Item under 5 Pricing Terms. T add a new sectin, select 5 Pricing Terms t see a drp dwn list. Frm the drp dwn list, select Line Item. In the new windw, select the Add Inside radi buttn t create 5.3. In the new windw, select the Add Inside radi buttn t create 5.3. In the Name field add the fllwing text: Trimmer: In the Descriptin field add the fllwing text: Trimmer must have engine size f 30cc, straight shaft, 30 bar. Insure that the line item is Visible t Participants. The radi buttn will default t Participants Bid per Unit (unit bidding). Leave this radi buttn t the default. In the Item Terms sectin, check the Quantity field and type 5 inside the text bx. T finish this line item, simply select Dne. Nw that yu have finished creating the equte cntent fr Staff Augmentatin, select Next t see a summary f yur equte. Review the summary page and if everything is accurate, select Publish t publish yur equte. If any changes are needed, select the sectin, requirement, questin, line item r attachment t see a drp-dwn menu. Select Edit t g back int the sectin, requirement, questin, line item r attachment, and edit the cntent t match yur need. If yu have questins at any time when yu are wrking thrugh these activities in the Training Envirnment r using Surcing equte in the Prductin envirnment, please cntact the MyFlridaMarketPlace Custmer Service Desk: BuyerHelp@MyFlridaMarketPlace.cm (866) equte Practical Exercise Lawn Equipment 5