April 2017
Creating Successful Sourcing Events in Team
Georgia Marketplace Kiaja Williams
Sr. Business Analyst
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AGENDA
• Event Comments – Communicate to suppliers/vendors and
agency users
• Effective Use of Bid Factors – Get the information you want
from vendors
• Private Sourcing Events – Select who can participate in the
sourcing event
• Event Analysis Tools – Use the system to help during the
evaluation of the event
EVENT COMMENTS
•External Comments
• Internal Comments
•Standard Comments
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External Comments• Display to vendors
• Keep track of event changes
• Send reminders
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External Comments• Included in Event Details PDF
• Comments can’t be retracted
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External Comments• Displayed on
Comments/Attachments page
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Comments on Description• Limited characters on the GPR
• Description details cut off
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Internal Comments• Internal to agency
• Comments from requisition
• Audit trail
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Standard Comments• FAQs
• Standard set of comments for
agency
Standard Comments
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Standard Comments
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Standard Comments
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Standard Comments
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Standard Comments
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Standard Comments
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EFFECTIVE USE OF BID FACTORS
• Types of Bid Factors
•Standard Bid Factors
•Group Bid Factors
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Types of Bid Factor• Attachment • Date
• List • Monetary
• Numeric • Separator
• Text • Yes/No
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Yes/No Bid Factor• Option to require response
• Option to require ideal response
• Option to include on contract
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Attachment Bid Factor• Option to require response
• Option to include on Contract
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Text Bid Factor• Option to require response
• Option to include on Contract
• Ideal Response Required
• Value of ideal response
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Standard Bid Factors
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Standard Bid Factors
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Standard Bid Factors
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Group Bid Factors
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Group Bid Factors
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Group Bid Factors
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Group Bid Factors
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Group Bid Factors
PRIVATE SOURCING EVENTS
•When to use
•Benefits of using
•How to create
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When to use a Private Sourcing Event• RFQC
• Not subject to state purchasing rules
• Federal requirements
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Benefits of a Private Sourcing Event• Only invited vendors can access and respond
• Eliminates bid responses from unapproved vendors
• Streamlines evaluation process
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Creating a Private Event
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Creating a Private Event• Uncheck Public Event box
• PUBLIC_AUC entry is removed
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Creating a Private Event• Uncheck Public Event box
• PUBLIC_AUC entry is removed
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Creating a Private Event• Selecting vendors
• No unregistered users
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Creating a Private Event• Lookup vendors
• Add to invitation list
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Creating a Private Event
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Creating a Private Event• Use comment
• Use bid factor
EVENT ANALYSIS TOOLS
•Analyze Export
•Download vendor attachments (9.2 Feature)
•NOIA/NOA Process (9.2 Feature)
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Analyze Export
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Analyze Export• Select recipients
• Filter bids
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Analyze Export Email
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Analyze Export
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Download vendor attachments (9.2)
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Download vendor attachments (9.2)
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Download vendor attachments (9.2)
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Download vendor attachments (9.2)
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Download vendor attachments (9.2)
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Download vendor attachments (9.2)
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NOIA (9.2 Feature)
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NOA (9.2 Feature)
QUESTIONS
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