Contractor Sourcing Contractor Sourcing Application (CSA) TrainingApplication (CSA) Training

Overview of Release R1.2 Overview of Release R1.2 changeschanges

for Suppliersfor Suppliers

AgendaAgenda

CSA Major ChangesCSA Major Changes Question and AnswersQuestion and Answers

CSA Release 1.2 Major CSA Release 1.2 Major ChangesChanges

New columns added to the various New columns added to the various navigation viewsnavigation views

Running comments and comments history Running comments and comments history added to response leveladded to response level

Resubmitted request functionResubmitted request function Above matrix response requires business Above matrix response requires business

justification from supplierjustification from supplier Fixes to be included in releaseFixes to be included in release E-mail updatesE-mail updates

Welcome page updatesWelcome page updates

View individual skills updatesView individual skills updates

View responses updatesView responses updates

Running commentsRunning comments Allows internal and external users to record Allows internal and external users to record

comments on individual supplier responsescomments on individual supplier responses All comments are displayed in one free form text All comments are displayed in one free form text

field, latest comments at the top, includes field, latest comments at the top, includes date/time/authordate/time/author

Requesters can optionally elect to send an email to Requesters can optionally elect to send an email to suppliers of their comments and email will include suppliers of their comments and email will include the latest comment in the email.the latest comment in the email.

Supplier’s comments will automatically generate Supplier’s comments will automatically generate an email to IBM requesters.an email to IBM requesters.

Only supplier specific comments will be viewable Only supplier specific comments will be viewable by suppliers.by suppliers.

Running comments screen shotsRunning comments screen shots

Running comments screen shotsRunning comments screen shots

Resubmit functionResubmit function Allows initiator, requester, or project coordinators to edit a Allows initiator, requester, or project coordinators to edit a

submitted request and resend it to configured supplierssubmitted request and resend it to configured suppliers CSA request ID remains the same as original request.CSA request ID remains the same as original request. The following request detail fields can be modified:The following request detail fields can be modified:

Project Coordinator, response reviewer, Project Coordinator, response reviewer, request type, request type, Accounting Accounting informationinformation to be used in Bond, accounting information ( to be used in Bond, accounting information (but not but not accounting type) and Attachments.accounting type) and Attachments.

Changes to the attachment or the request type from RFI to RFQ Changes to the attachment or the request type from RFI to RFQ will result in supplier’s responses received to date to be reset will result in supplier’s responses received to date to be reset back to the supplier and changed to “review and resubmit” back to the supplier and changed to “review and resubmit” status.status.

The following line item fields can be modified:The following line item fields can be modified: Quantity of skill needed, years of experience, education Quantity of skill needed, years of experience, education

requirementsrequirements All fields in “Position details” section can be edited.All fields in “Position details” section can be edited. All fields in the “Estimate of time to be worked” section can be All fields in the “Estimate of time to be worked” section can be

edited.edited. Secondary skills section are editableSecondary skills section are editable Supplier list can be modified.Supplier list can be modified.

Resubmit functionResubmit function The following skill line item fields can not be modified:The following skill line item fields can not be modified:

Primary job category, Secondary job category, Job role, Primary job category, Secondary job category, Job role, Skill set or Skill level and work locationSkill set or Skill level and work location

Depending on the changes, responses previously submitted Depending on the changes, responses previously submitted by suppliers will be removed from requester’s view and by suppliers will be removed from requester’s view and reset back to supplier in “review and resubmit status. reset back to supplier in “review and resubmit status. Suppliers will be notified via email to resubmit their Suppliers will be notified via email to resubmit their responses. Email will contain the changes made on the responses. Email will contain the changes made on the request.request.

Some changes will not require suppliers to resend Some changes will not require suppliers to resend responses and requesters will be able to action those responses and requesters will be able to action those responses business as usualresponses business as usual

Response input screen Response input screen updatesupdates

New field to indicate if supplier is allowed to submit New field to indicate if supplier is allowed to submit above matrix responseabove matrix response

If straight time bill rate is above matrix, then all If straight time bill rate is above matrix, then all additional required field will be collected on the additional required field will be collected on the same input screen instead of the secondary same input screen instead of the secondary “additional pricing screen”“additional pricing screen”

““Additional pricing” screen has been renamed to Additional pricing” screen has been renamed to “Response pricing review” screen. It will only be “Response pricing review” screen. It will only be shown for above matrix responses to allow supplier shown for above matrix responses to allow supplier to enter the business justification for submitting an to enter the business justification for submitting an above matrix response. It will also display the above matrix response. It will also display the summary of the pricing entered on the previous summary of the pricing entered on the previous screen.screen.

Response pricing input screenResponse pricing input screen

Response pricing review Response pricing review screenscreen

CSA Release 1.2 FixesCSA Release 1.2 Fixes

Ability to edit the response reference Ability to edit the response reference for renewal or referralfor renewal or referral

Email 1 will include rate matrix rateEmail 1 will include rate matrix rate

Email ChangesEmail Changes

Running comments email from requester to Running comments email from requester to suppliersupplier

Running comments email from supplier to Running comments email from supplier to requesterrequester

Resubmit email to supplier containing summary Resubmit email to supplier containing summary of the changes to the request.of the changes to the request.