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[Jefferson Parish West Bank New Fiscal Management System - Infor Training - May 15, 2026.]
EVERYONE.UH, I'D LIKE TO WELCOME ALL OF YOU HERE TODAY.
I SERVE AS THE DIRECTOR OF THE PURCHASING DEPARTMENT FOR JEFFERSON PARISH.
WE'RE REALLY EXCITED TO SEE SUCH A, SUCH A BIG ATTENDANCE FOR THIS PROJECT.
UM, THE IN FOUR PROJECT IS SOMETHING THAT WE'VE BEEN PREPARING FOR FOR SEVERAL YEARS, AND WE'RE EXCITED THAT THERE'S SO MUCH INTEREST IN IT.
WE DO BELIEVE THAT IT WILL TRANSFORM THE WAY THAT WE DO BUSINESS HERE AT THE PARISH, AND IT WILL ENHANCE THE SERVICES THAT WE PROVIDE TO, UH, TO OUR VENDORS AND, AND TO THE CITIZENS AT JEFFERSON PARISH.
I'D LIKE TO INTRODUCE MY COLLEAGUES WHO HAVE SPENT A LOT OF TIME PREPARING TODAY'S PRESENTATION FOR YOU, UH, FROM THE PURCHASING DEPARTMENT, MISTY CARDALE AND NICOLE WHITNEY FROM THE PARISH ATTORNEY'S.
HI, HIS, NICOLE WHITNEY FROM THE PARISH ATTORNEY'S OFFICE.
ALSO LIKE TO INTRODUCE THE INTERIM FINANCE DIRECTOR, VICTOR, AKA.
AND, UM, THE PROJECT LEAD, HEATHER DOHERTY HAS ALSO BEEN DOING AN AMAZING JOB FOR US.
UM, SOME OF THE THINGS THAT WE'LL GO OVER TODAY JUST TO, TO GIVE YOU AN IDEA AND WE, WE, WE'LL, UH, WE'LL ALSO TAKE QUESTIONS AS WE GO THROUGH AT DIFFERENT PERIODS.
WE'LL PASS A MICROPHONE ALONG IF YOU NEED SOME CLARITY ON ANY ISSUES, BUT WE'LL BE COVERING A LOT TODAY, INCLUDING HOW TO REGISTER FOR INFOR REGISTRATION DOES BEGIN, UH, MONDAY, MAY 18TH.
SO NEXT WEEK, HOW TO UPDATE YOUR PROFILE, HOW TO UPLOAD CERTIFICATIONS, INSURANCE, AND LICENSES.
IF YOU'VE BEEN A VENDOR WITH THE PARISH FOR QUITE SOME TIME, YOU KNOW, THAT WE USE, UH, CENTRAL BIDDING HAS BEEN OUR E-PROCUREMENT PLATFORM FOR APPROXIMATELY THE LAST 15 YEARS.
INFOR WILL NOW BE OUR PLATFORM FOR PROCUREMENT.
SO ANY BIDDING OPPORTUNITIES, SO BIDS, REQUESTS FOR PROPOSALS, RFPS, STATEMENT OF QUALIFICATIONS, SO QS, YOU'LL ALL BE NOTIFIED ABOUT THOSE PROCUREMENT OPPORTUNITIES THROUGH INFOR.
AND THEN YOU WILL SUBMIT YOUR, UM, YOUR BIDS, RFPS, SO QS ON THAT PLATFORM AS WELL.
UM, I JUST BE, BEFORE WE MOVE FORWARD, I JUST WANT TO THANK YOU FOR YOUR PARTNERSHIP, FOR YOUR COLLABORATION.
UH, WITHOUT YOU, OUR VENDORS, UH, WE, WE WOULDN'T BE ABLE TO PROVIDE THE OUTSTANDING SERVICES THAT WE DO TO THE CITIZENS OF JEFFERSON PARISH.
AND THIS PROJECT, UH, AS I MENTIONED EARLIER, IT'S BEEN A PRIORITY FOR THE PARISH FOR SEVERAL YEARS, THIS ADMINISTRATION AND PARISH PRESIDENT CIN, CYNTHIA LEE CHANG.
SO WE THANK YOU FOR BEING HERE TODAY.
I'D NOW LIKE TO TURN IT OVER TO MY COLLEAGUE MEGAN GRANTHAM.
ALL RIGHT, LET ME MAKE SURE EVERYBODY CAN HEAR ME.
ALL RIGHT, SO WE'RE GONNA GET STARTED.
UM, I'M GONNA DO SOME QUICK, LIKE, DEFINITIONS THAT ARE A LITTLE BIT DIFFERENT FROM HOW YOU GUYS HAVE BEEN DOING STUFF IN CENTRAL BIDDING, UM, OR EVEN, UM, ANY OF OUR OTHER PROCESSES.
AND THEN WE'RE GONNA SHOW YOU GUYS HOW TO CREATE A PROFILE, WHICH RENNY, SAID'S GONNA OPEN UP ON MAY 18TH.
Y'ALL CAN GO IN, SET YOURSELVES UP, AND THEN WE'RE GONNA SHOW YOU GUYS HOW TO ACTUALLY RESPOND TO AN EVENT AND THEN, UM, UH, CREATE, YES, CREATE AND, AND RESPOND TO AN EVENT.
AND LIKE, UH, RENY SAID, WE'RE GONNA TAKE PERIODIC QUESTIONS.
UM, SO IF YOU THINK OF SOMETHING AS YOU'RE GOING, JOT IT DOWN.
AND THEN ONCE WE GET TO KIND OF LIKE A BREAK, WE'LL, WE'LL PASS AROUND THE MIC.
AH, SO HERE, YEAH, HERE'S OUR OVERVIEW.
ALL RIGHT, SO A BIG DEFINITION THAT'S A LITTLE BIT DIFFERENT, AND IT'S KIND OF, IT MAKES SENSE THAT ONCE YOU, ONCE YOU THINK ABOUT IT, BUT, SO SUPPLIERS AND VENDORS ARE TWO DIFFERENT WORDS IN THIS SYSTEM.
SO SUPPLIER IS SOMEONE WHO IS RESPONDING TO AN EVENT, A BID, AN RFP.
AN SOQA VENDOR IS SOMEONE WHO HAS BEEN AWARDED A CONTRACT OR A PO AND YOU'RE NOW GETTING PAID BY THE PARISH.
SO THE SUPPLIER PORTAL IS FOR BOTH KIND OF ROLES, BUT YOU START OFF AS A SUPPLIER AND THEN YOU BECOME A VENDOR, LIKE I SAID, AS YOU GET AWARDED SOMETHING.
SO SIMILAR TO HOW, UM, CENTRAL BIDDING FUNCTIONS, THERE IS A VIEW ONLY IF YOU DON'T CREATE A PROFILE, YOU CAN GO IN AND REVIEW OUR EVENTS AND YOU DON'T HAVE TO RESPOND.
BUT TO ACTUALLY RESPOND TO A SOLICITATION, YOU HAVE TO MAKE A VENDOR PROFILE AND LOG IN WHEN YOU ARE, UM, BIDDING OR LIKE I SAID, RESPONDING A DIFFERENCE HERE IN THE INFOR SYSTEM, WHICH IF SOME OF YOU GUYS HAVE DO WORK WITH NEW CITY OF NEW ORLEANS, YOU MAY BE FAMILIAR WITH BRASS.
THIS IS BRASS, BUT WE ARE CALLING IT BRIDGE.
SO IF YOU'RE FAMILIAR WITH BRASS, YOU'LL BE VERY FAMILIAR HERE.
IT'S THE SAME COMPANY INFOR THAT DOES BOTH SYSTEMS. UM, SO IN THAT SYSTEM, YOU WILL LOG IN, YOU WILL PUT YOUR OFFICIAL COMPANY NAME, AND THEN THE PRIMARY CONTACT SHOULD BE THE PERSON AT YOUR COMPANY WHO HAS PRETTY MUCH THE HIGHEST LEVEL OF AUTHORITY AND WHO CAN DELEGATE AUTHORITY
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TO OTHER EMPLOYEES.THEN ONCE THAT PRIMARY CONTACT MAKES, UM, THEIR INFORMATION IN THERE, THEY CAN SET UP SECONDARY CONTACTS WHO CAN THEN RESPOND TO EVENTS ON YOUR COMPANY'S BEHALF, AND THEN WHO ARE AUTHORIZED TO DO SO.
YOU ALSO HAVE WHAT'S CALLED A PROXY ROLE.
SO IF SOMEONE AT YOUR COMPANY IS ABSENT OR UM, YOU KNOW, ON VACATION OR SOMETHING LIKE THAT, SOMEONE ELSE CAN PROXY INTO THEIR ROLE WITHOUT NECESSARILY HAVING TO MAKE THEIR OWN LOGIN.
THIS MIGHT BE A LITTLE BIT SMALL ON THOSE SCREENS, BUT, UM, SO THIS IS SOME SNAPSHOTS OF WHAT IT LOOKS LIKE WHEN YOU HAVE SUPPLIER ACCESS.
YOU'RE LOGGED IN, YOU'VE CREATED PROFILE, YOU CAN SEE ALL THE EVENTS.
WE'RE GONNA WALK Y'ALL THROUGH THE ACTUAL PORTAL IN A LITTLE BIT.
SO YOU'LL SEE IT BIGGER IN A LITTLE BIT.
AND THEN THIS IS WHAT IT LOOKS LIKE WHEN YOU'RE JUST AN ANONYMOUS PERSON VIEWING THE WEBSITE.
YOU CAN STILL SEE SOME OF THE SOLICITATIONS AND ALL OF THAT, BUT YOU JUST CAN'T RESPOND TO THEM.
SAME THING AS CENTRAL BIDDING.
SO THESE ARE THE, THESE ARE THOSE ROLES I WAS TALKING ABOUT.
UM, THE PRIMARY CONTACT CAN SET UP ALL THE PEOPLE UNDERNEATH THEM THAT CAN DO, UH, CERTAIN ASPECTS OF THE PROFILE.
THEY'RE THE OFFICIAL POINT OF CONTACT.
A PROXY OR A SECONDARY USER GETS THE DELEGATED AUTHORITY THAT THE PRO, THAT PRIMARY PERSON GIVES TO THEM.
THEY WILL HAVE THEIR OWN LOGINS, BUT THEY'RE UNDER THIS.
Y'ALL ARE ALL UNDER THE SAME COMPANY.
YOU CAN ONLY USE ONE PROFILE PER COMPANY BECAUSE YOU HAVE TO USE YOUR TIN AND IT'S ONLY ONE PER COMPANY.
SO IF SOMEONE ELSE AT YOUR COMPANY TRIES TO MAKE A SEPARATE PORTAL LOGIN, IT'S NOT GONNA WORK IF SOMEONE ELSE HAS ALREADY CREATED IT.
AND WE HAVE THIS LITTLE VIDEO THAT'S GONNA WALK YOU GUYS THROUGH, UM, HOW YOU SET UP YOUR PROFILE.
AND THEN, LIKE I SAID, WE WILL ACTUALLY SHOW YOU GUYS, WE'LL WALK Y'ALL THROUGH IT AND WE'LL TAKE QUESTIONS.
UM, THESE MATERIALS, I THINK WERE PROBABLY EMAILED TO YOU GUYS BEFOREHAND.
UM, AND THEN THIS WILL BE AVAILABLE ON OUR WEBSITE GOING FORWARD.
IF YOU GUYS HAVE QUESTIONS WHEN YOU'RE ACTUALLY GETTING INTO, UM, CREATING YOUR SUPPLIER PORTAL, UH, PROFILE.
SO LIKE I SAID EARLIER, THE EMAIL AND THE,
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UH, FIRST NAME, LAST NAME, ALL OF THIS SHOULD BE THAT PRIMARY CONTACT PERSON, UM, WITH YOUR COMPANY.THERE ARE ALSO OTHER SPOTS IN THE, UM, SUPPLIER PORTAL WHERE WE'LL SHOW YOU WHERE YOU PUT YOUR CONTRACTOR'S LICENSE, ANY CERTIFICATIONS LIKE THAT TOO.
SO YOU DON'T NECESSARILY HAVE TO PUT IT RIGHT HERE.
UM, BUT YOU CAN, IF YOU WISH TO DO SO.
ALSO, UM, TO HELP US WITH YOUR PAYMENT.
EVENTUALLY, IF YOU ALSO ATTACH YOUR W NINE WHERE IT SHOWS THE ATTACHED TO TAX CERTIFICATION BUCKET, THAT WILL ALSO BE VERY HELPFUL AS WELL.
SO, AS SHE SAID, UM, ANY OF THE FIELDS WITH ASTERISKS ARE GONNA BE REQUIRED FIELDS.
THESE EXTRA FIELDS LIKE THE DUNS AND BRADSTREET NUMBER, THE BUSINESS TYPE, THE DBA, UM, YOUR WEBSITE, THOSE ARE HELPFUL.
UM, IF YOU GUYS HAVE THEM, YOU'RE WELCOME TO PUT THEM IN YOUR PROFILE, BUT LIKE, UH, THEY'RE NOT REQUIRED.
ALRIGHT, SO BANKING INFORMATION.
UM, THIS PROGRAM DOES HAVE THE FUNCTIONALITY TO WHERE WE CAN HAVE YOU GUYS ENTER YOUR BANKING INFORMATION IN HERE IF YOU WISH TO DO, UM, A DIRECT DEPOSIT.
HOWEVER, THE PARISH RIGHT NOW IS NOT OPTING INTO THIS, UM, PARTICULAR FUNCTIONALITY WE MAY IN THE FUTURE.
UM, WE KNOW SOME PEOPLE ARE A LITTLE BIT WEARY OF, OF PUTTING BANKING INFORMATION INTO WEBSITES AND THINGS LIKE THAT.
SO WE'RE TAKING THAT INTO CONSIDERATION.
UM, BUT IT DOES HAVE THAT FUNCTIONALITY AND IF WE, UM, DO OPT INTO IT IN THE TO THE FUTURE, WE'LL LET YOU GUYS KNOW RIGHT NOW THIS SCREEN WON'T EVEN SHOW FOR YOU GUYS 'CAUSE WE HAVE THE FUNCTIONALITY TURNED OFF.
SO DON'T WORRY ABOUT PUTTING YOUR BANKING INFORMATION IN.
AND I'M GONNA SKIP FORWARD PAST BANKING.
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SO AS YOU GUYS CAN SEE FROM THIS LITTLE MESSAGE, IF, I DUNNO IF YOU CAN READ IT, IT'S KIND OF SMALL PRINT, UM, IN ORDER TO BE AUTOMATICALLY NOTIFIED OF AN EVENT OR, YOU KNOW, RFP BIDS LIST, UM, SOQ THAT IS WITHIN YOUR COM COMPANY'S COMMODITY CODE, YOU NEED TO ADD THEM HERE.IT DOES NOT MEAN YOU WILL NOT SEE ALL OF THE EVENTS.
WE'LL SHOW YOU GUYS WHERE YOU CAN SEE ANY EVENT IN THE WHOLE PARISH THAT WE'VE PUT OUT.
BUT IF YOU GUYS WANT THE AUTOMATIC NOTIFICATIONS FOR WHAT YOUR BUSINESS DOES, IT'S VERY IMPORTANT THAT YOU PUT THE APPLICABLE, UM, COMMODITY CODES INTO YOUR REGISTRATION.
SO THIS IS THE TAB THAT I WAS SPEAKING ABOUT EARLIER WHERE YOU CAN PUT IN, UM, YOUR CONTRACTOR'S LICENSES.
YOU, YOU HAVE A PLUMBING BOARD LICENSE.
IF YOU HAVE AN AGRICULTURAL, UM, LICENSE, ANY OF THOSE LICENSES OR CERTIFICATIONS THAT WE TYPICALLY WILL ASK FOR IN OUR BIDS OR SOLICITATIONS, YOU CAN STORE THEM IN YOUR VENDOR PROFILE HERE SO YOU DON'T FORGET TO ADD THEM WHEN YOU BID WITH US.
SO IT'S ALSO VERY IMPORTANT THAT YOU PUT YOUR EFFECTIVE DATES IF IT HAS ONE IN THERE BECAUSE THIS SYSTEM WILL NOTIFY YOU.
THERE ARE SET TIMEFRAMES, LIKE I THINK IT'S LIKE 30 DAYS, 15 DAYS OF WHEN THOSE GO TO EXPIRE.
SO YOU'RE REMINDED TO UPDATE YOUR PROFILE.
SO AGAIN, YOU DON'T EVER SEND US AN EXPIRED TO CERTIFICATION OR LICENSE.
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SO NOW THAT WE HAVE SUPPLIERS AND VENDORS, YOU WILL TECHNICALLY HAVE TWO NUMBERS WITH US.YOU WILL HAVE A SUPPLIER NUMBER AND THEN IF YOU ARE AWARDED A CONTRACT OR A PO, YOU WILL GET A VENDOR NUMBER.
IT WILL NOT BE THE SAME VENDOR NUMBER THAT YOU CURRENTLY HAVE.
WE WILL HAVE NEW NUMBERS, BASICALLY STARTING FROM ONE.
SO IF YOU ARE LUCKY VENDOR NUMBER ONE,
BUT WE DO HAVE THE ABILITY IN OUR SYSTEM, WE REFERENCE BACK YOUR OLD VENDOR NUMBERS SO WE CAN FIND YOU GUYS.
UM, BUT IT'S JUST STARTING A NEW SYSTEM.
SO AS YOU CAN SEE, THIS IS ANOTHER PLACE WHERE YOU CAN PUT YOUR CONTRACTOR'S LICENSE SO THAT NO ONE FORGETS THEIR CONTRACTOR'S LICENSE.
ALSO, WE'LL SHOW YOU GUYS LATER WHEN YOU'RE ACTUALLY RESPONDING TO AN EVENT.
WE USE QUESTIONS QUITE A BIT TO REMIND YOU GUYS OF WHAT'S RE WHAT'S REQUIRED FOR OUR BIDS AND OUR RFPS AND SOQ.
AND WHAT'S GREAT ABOUT THIS SYSTEM IS IF YOU DON'T ANSWER IT WON'T LET YOU MOVE FORWARD.
SO YOU WON'T FORGET BECAUSE WE'LL MAKE YOU PUT IT IN THERE
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ALL RIGHT, SO A QUICK KNOWLEDGE CHECK JUST TO MAKE SURE YOU GUYS ARE STILL PAYING ATTENTION, WHICH IS THE ONLY USER ROLE THAT CAN MAINTAIN YOUR SUPPLIER LEVEL INFORMATION AND ALL CONTACT INFORMATION.IS IT THE PRIMARY, THE SECONDARY ANONYMOUS, OR JUST REGULAR SUPPLIER PORTAL ACCESS? YAY.
EVERYONE GOT IT RIGHT? ALL RIGHT, SO NOW I'M GONNA TURN IT OVER TO NICOLE WHITNEY, SHE'S GONNA SHOW YOU IN REAL TIME HOW, UM, YOU CAN REGISTER AS A SUPPLIER.
ONCE SHE'S DONE CLICKING AROUND AND SHOWING YOU GUYS, WE'LL TAKE SOME QUESTIONS THAT YOU GUYS MAY HAVE ABOUT REGISTERING.
HOLD ON, I HAVE TO GIVE YOU ALL THIS.
I KNOW I CAN SCREAM, BUT I DON'T THINK I'D SCREAM THAT LOUD.
YOU'RE NOT? MM, SCREAM IT SHOULD WORK MAN.
I'LL HOLD IT FOR YOU IF IT WORKS.
SO ONCE YOU CLICK INTO REGISTER AS A SUPPLIER, YOU'RE GONNA PUT IN YOUR EMAIL ADDRESS, YOU'RE GONNA PUT IN YOUR VERY UNIQUE PASSWORD.
IF YOUR REMIT TWO ADDRESSES THE SAME AS YOUR MAILING ADDRESS, YOU CAN CHECK THE BOX AND THEN IT'LL FILL IN EVERYTHING ELSE FOR YOU.
HUH? OH, I DIDN'T PUT IT AND SEE, SHE DID NOT DO THE RIGHT KIND OF PASSWORD, SO IT ALERTED HER TO CHANGE HER PASSWORD.
NO, 'CAUSE YOU ALREADY MADE IT ON YOUR ACCOUNT.
THIS DID NOT HAPPEN THE FIRST TIME I DID THIS.
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I DON'T LIKE THE COUCH.OKAY, SO NOW THAT WE GOT THROUGH THAT, WE'RE GONNA GO ADD SOME COMMODITY CODES.
AND IF YOU TYPE IN A DESCRIPTION AND EVERYTHING THAT COMES UP APPLIES TO YOU, YOU CAN CHECK THE, UM, BOX AT THE TOP.
IT'LL HIGHLIGHT EVERYTHING AND THEN YOU CAN ADD THE SELECT IT AND IT'LL ADD ALL OF THEM FOR YOU.
DON'T HAVE ANY CERTIFICATIONS.
ALL RIGHT, SO WE'RE GONNA GO TO MY ACCOUNT AND RESPOND TO THE QUESTIONS.
AND NOW REGISTRATION IS COMPLETE.
ALRIGHT, I GUESS I CAN KEEP THIS.
SO JUST A FEW MORE THINGS TO NOTE.
UM, THE PARISH IS NOT VALIDATING ANY SUPPLIERS.
SO ONCE YOU CREATE YOUR PROFILE, YOU CAN ALMOST IMMEDIATELY START RESPONDING TO EVENTS.
THERE'S NO WAITING PERIOD FOR YOU TO GET ANYTHING BACK FROM US.
IT'LL TELL YOU, CONGRATS, YOU'RE A SUPPLIER, AND THEN YOU CAN GET STARTED RUNNING.
YEAH, THIS IS SOME MORE ABOUT THE PROXY, SOME MORE LITTLE HELPFUL THINGS.
SO GOING FORWARD, ONCE YOU START BIDDING WITH US AND YOU MAYBE BECOME A VENDOR FOR A FEW CONTRACTS, UM, YOU CAN ALSO MAINTAIN YOUR INFORMATION GOING FORWARD IN THIS PORTAL.
SO IF YOU GUYS MOVE ADDRESSES, IF YOU HAVE, UM, YOU CHANGE YOUR COMPANY NAME, IF YOU CHANGE ANY KIND OF INFORMATION, YOU CAN GO INTO YOUR PROFILE AND YOU CAN CHANGE IT THERE.
AND THEN AS WE, UM, IF YOU'RE, IF YOU BECOME A VENDOR, WE WILL RUN, UM, A KIND OF COMPARISON TO WHAT WE HAVE ON OUR VENDOR SIDE AS YOUR RECORD FOR PAYMENTS AND ALL OF THAT AND SEE IF THERE'S ANY, UM, DIFFERENCES.
BUT AS FAR AS FOR SUPPLIERS, ALL OF THAT, LIKE I SAID, WE'RE NOT VALIDATING THAT.
SO YOU CAN CHANGE ALL OF THAT INFORMATION EVERY SINGLE DAY IF YOU DO SO, CHOOSE TO.
SO YEAH, SO YOU CAN ENTER NEW COMMODITY CODES IF YOU GUYS GET INTO A NEW BUSINESS, IF YOU CHANGE WHAT YOU'RE DOING, IF YOU NEED TO ADD MORE CERTIFICATIONS, MORE DIVERSITY CODES, ALL OF THAT, YOU CAN DO IT ALL ON YOUR OWN.
HAVE TO COMPLETE A VENDOR'S APPLICATION OR EMAIL A DEPARTMENT OR EMAIL PURCHASING TO UPDATE ANYTHING FOR YOU.
LIKE MEGAN SAID, YOU CAN GO IN AND DO IT YOURSELF AND THEN WE'LL JUST, UH, MATCH THE INFO.
WELL ACCOUNTING WILL MATCH THE INFO OVER.
ALL RIGHT, SO NOW I'M GONNA TURN IT OVER TO MISTY.
SHE'S GONNA SHOW YOU GUYS HOW TO ACTUALLY RESPOND TO AN EVENT IN THIS SYSTEM.
ALL RIGHT, SO, UH, LET ME PLUG THIS IN.
CAN Y'ALL HEAR ME? OH, THERE WE GO.
SO I HAVE ALREADY SIGNED IN TO MY PROFILE.
I'M MISTY'S PROCUREMENT CONSULTING SERVICES.
UM, SO TO VIEW, UH, DIFFERENT, UH, EVENTS IS WHAT WE'RE CALLING THEM.
SO THESE ARE GONNA BE ALL BIDS WITH THE EXCEPTION OF PUBLIC WORKS BIDS.
THOSE WILL STILL FOR THE TIME BEING BE ON CENTRAL AUCTION HOUSE.
UM, ONCE WE CONVERT OVER THE PUBLIC WORKS OVER TO BRIDGE, WE WILL LET YOU ALL KNOW.
UM, BUT RFPS, SOQ, AND ALL BIDS WITH THE EXCEPTION OF PUBLIC WORKS WILL BE ON, UH, THE SUPPLIER PORTAL.
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EVENTS AND RESPONSES, IT'LL BRING YOU TO ALL THE OPEN EVENTS.YOU CAN SEARCH ALL EVENTS, SEE ANY UN SMITTED RESPONSES THAT YOU MAY HAVE STARTED, BUT NEVER FINISHED.
SEE WHAT RESPONSES YOU HAVE FOR AWARD.
AND THEN YOU CAN SEE YOUR EVENT TABULATIONS.
I'M GONNA GO TO MY HOMEPAGE AGAIN.
ALSO, UM, FROM YOUR HOMEPAGE, YOU CAN A, ACTUALLY ALSO SEE ALL THE CONTRACTS THAT WE'VE HAD PREVIOUSLY.
WHERE ARE THE CONTRACTS? OH, OOPS.
SO YEAH, EVEN BEFORE YOU REGISTER, IF YOU GO ALL THE WAY DOWN TO THE BOTTOM OF THE REGISTRATION PAGE, YOU'LL SEE EVERY OPEN CONTRACT THAT THE PARISH HAS, WHICH WILL GIVE YOU THE RESPOND, THE CURRENT CONTRACTOR'S NAME, ALL THEIR LINE ITEM PRICING, UM, AND ALL THE ITEMS ON THE CONTRACT.
SO YOU NO LONGER HAVE TO DO A PUBLIC RECORDS REQUEST, IF THAT'S ALL THE INFORMATION YOU'RE LOOKING FOR TO BID ON THE NEW CONTRACT COMING UP.
THERE'S ALSO A, A ICON THAT'S FOR CONTRACTS AS WELL THAT YOU COULD DO A SEARCH FOR.
THIS IS NOT GONNA BE ANY PROPRIETARY INFORMATION OR ANYTHING THAT IT'S NOT GONNA GET DISCLOSED.
IT IS JUST PRICES AND NAMES OF COMPANIES, UM, SO THAT YOU GUYS CAN SEE WHO HAS CURRENT CONTRACTS, WHAT THE CURRENT PRICES WERE, ALL OF THAT.
ALL RIGHT, SO, UH, I, BEFORE WE BEGAN TODAY, I PLACED A, UH, BID IN THE SYSTEM.
SO OPEN EVENTS IS ACTUALLY ANYTHING THAT WAS SENT TO YOU WITH YOUR COMMODITY CODES.
I KNOW THE ONE THAT I PUT IN EARLIER, I DID ASCEND TO ALL USERS, SO IT'S IN MINE.
UM, IF YOU DON'T HAVE IT AND YOU WANNA, UM, GO THROUGH AND SEE ANY THAT ARE OPEN, THAT MAY, UH, MAY PERTAIN TO YOU, IT ALWAYS DEFAULTS TO 10.
SO IF YOU WANNA SEE MORE, YOU HAVE TO CLICK BELOW AND EXPAND.
SAY I WANNA SEE THIS, SAY I WANNA SEE THIS ONE, BUT IT'S NOT SENT TO ME.
YOU CAN ACTUALLY CL DOUBLE CLICK INTO IT AND, UH, YOU CAN SEE ALL OF THE INFORMATION FOR THAT BID.
ALSO AT THE TOP RIGHT HERE, UH, YOU CAN GO TO THE NEXT BID AND TOGGLE THROUGH THE BIDS.
I'M JUST GONNA GO BACK TO ALL THE EVENTS I'M GONNA GO TO.
I'M OFFICE SUPPLIES 'CAUSE THIS IS THE ONE I PUT IN EARLIER.
IF YOU SCROLL OVER, YOU CAN RESPOND.
OR IF YOU DOUBLE CLICK, YOU CAN LOOK AT IT.
SO THE FIRST THING YOU'RE GONNA DO IS YOU'RE GONNA READ ALL YOUR TERMS AND CONDITIONS AND THEN YOU'RE GONNA, UH, SAY WHETHER YOU ACCEPT THEM OR NOT.
YEAH, FOR TRAINING PURPOSES, THERE'S NOTHING IN THERE RIGHT NOW, BUT IN REAL LIFE THERE WILL BE INFORMATION IN THERE.
SO I'M GONNA ACCEPT THE TERMS AND CONDITIONS.
AND THEN OF COURSE, OF COURSE YOU CAN ALSO VIEW THE EVENT DETAILS AGAIN, OR, UH, VIEW ATTACHMENTS.
IF YOU SAVE AND CLOSE, IT'LL GO BACK TO THE LIST OF, UM, THE BIDS.
SO YOU WON'T, IT WON'T MOVE YOU FORWARD INTO THAT PARTICULAR ONE.
YOU'D HAVE TO GO BACK IN, EDIT YOUR RESPONSE AT THAT TIME.
SO FIRST THING I'M GONNA DO IS I'M GONNA RESPOND TO MY QUESTIONS.
IF YOU ATTEMPT TO JUST SUBMIT WITHOUT RESPONDING TO YOUR QUESTIONS, IT WILL GIVE YOU AN ERROR MESSAGE AND NOT ALLOW YOU TO SUBMIT.
SO I PRELOADED SOME QUESTIONS IN HERE.
UM, EACH PURCHASING SPECIALIST WILL SELECT QUESTIONS FOR YOU TO RESPOND TO.
UM, THESE ARE WHAT WE WOULD USUALLY HAVE AS OUR INSTRUCTIONS.
SO OUR CERTIFICATE OF INSURANCE, THAT IS, I'M GONNA SAY NO 'CAUSE I'M GONNA DO THAT 10 DAYS AFTER THE BID OPENING.
FOR RIGHT NOW, I'M GONNA LEAVE EVERYTHING BLANK SO WE CAN SEE WHAT HAPPENS WHEN I DO NOT, UH, DO MANDATORY FIELDS.
SO THIS ONE SAYS YOU EITHER HAVE TO PUT A TEXT, TEXT OR ATTACHMENT IS REQUIRED.
AND THEN I'M GONNA GO THROUGH YES FOR THIS ONE, JUST FOR TRAINING PURPOSES.
SO THE ACKNOWLEDGE, UM, DID YOU ACKNOWLEDGE ADDENDUMS QUESTION WILL ONLY POP, UM, BE POPULATED IF WE HAVE AN ADDENDUM FOR THAT PARTICULAR SOLICITATION.
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UM, AND IF WE DO, YOU WOULD HAVE TO, UH, PLACE THE BID.I MEAN THE ADDENDUM NUMBER IN THIS BOX FOR TRAINING PURPOSES, I'M GONNA SAY WE HAVE THREE ADDENDUMS, SO I WILL ACKNOWLEDGE ONE, TWO, AND THREE.
AND IF THE PURCHASING SPECIALIST IS IN THE PROCESS OF ISSUING AN ADDENDUM, YOU'LL NOT BE ABLE TO RESPOND TO THE BID.
IT'LL TELL YOU THAT AN ADDENDUM IS IN PROGRESS.
ALSO, IF WE ISSUE AN ADDENDUM AND YOU HAVE ALREADY SUBMITTED YOUR RESPONSE, IT WILL AUTOMATICALLY SMIT FOR YOU TO MAKE YOU COME BACK AND ACKNOWLEDGE ADDENDUMS, AND THEN YOU WILL RESUBMIT.
I KNOW THIS ISN'T THE RIGHT QUESTION, BUT, ALL RIGHT, SO I'M GONNA SAVE AND CLOSE 'CAUSE FROM HERE I CAN SAVE AND CLOSE AND PUT IT IN.
OH, THAT OTHER ONE DIDN'T REQUIRE AN ATTACHMENT.
I'M GONNA GO BACK TO MY QUESTIONS AND I'M GONNA MM-HMM
SO I'M GONNA CHANGE MY INSURANCE ONE TO YES, TO MAKE SURE THAT IT STOPS ME.
'CAUSE THIS ONE SAID, IF YOU ANSWER YES, YOU NEED AN ATTACHMENT.
SO SINCE I SAY SAID YES, I NEED TO, UH, ATTACH MY INSURANCE CERTIFICATE.
THE SYSTEM WILL NOT BE ABLE TO, UM, DETERMINE THAT YOU'RE ACTUALLY ATTACHING AN INSURANCE CERTIFICATE.
SO YOU COULD STILL BE REJECTED FOR NOT ATTACHING THE CORRECT DOCUMENTS.
SO PLEASE BE, PLEASE PAY ATTENTION TO WHAT YOU'RE ATTACHING, UM, AND HOW YOU'RE ANSWERING YOUR QUESTIONS.
ALL RIGHT? SO NOW, UM, THERE'S TWO WAYS YOU CAN DO THIS.
YOU CAN EITHER, UH, DOUBLE CLICK AND GO INTO EACH OF YOUR LINE ITEMS AND UH, MARK YOUR, UH, ANSWERS.
SO YOU WILL BE REQUIRED TO PUT THE UNIT PRICE EVERY TIME.
SO WHATEVER THE QUANTITY WE ARE ASKING FOR YOU.
QUANTITY, QUANTITY, NOT QUALITY, QUANTITY THAT WE ARE ASKING FOR.
YOU SHOULD PUT IN YOUR UNIT PRICE.
UH, I'M SORRY, IN MY, IN YOUR QUANTITY.
SO IT'S 2009 ITEMS. YOU HAVE TO ALL 2009.
BUT IT WILL TELL YOU IF YOU PUT THE WRONG QUANTITY IN.
SO IT WILL TELL YOU YOU NEED TO PUT A QUANTITY OF ONE.
WE ASKED FOR A QUANTITY OF ONE, RIGHT? YOU CAN'T DO MORE OR LESS.
AND WE'RE IN FOR IS WORKING ON TRYING TO CHANGE THAT TO WHERE THEY, WE HAVE THAT BOX CHECK THAT THE QUANTITIES WILL CARRY OVER FOR Y'ALL.
SO Y'ALL DON'T HAVE TO DO THAT.
ALL THOSE ON ITEMS YEAH, DON'T HAVE MINE.
UM, ALSO IF, UM, IF THERE'S AN ADDENDUM THAT CHANGES THE QUANTITY AND YOU DO NOT COME BACK AND CHANGE YOUR QUANTITY, YOU WILL NOT BE ABLE TO, UM, BE AWARDED THE BID RESUBMIT.
NO, I MEAN, UH, WELL, YEAH, IT WON'T LET YOU RESUBMIT, BUT IF YOU GO IN AND ACKNOWLEDGE YOUR ADDENDUM, BUT DO NOT COME BACK AND CHANGE YOUR QUANTITY, YOU WILL NOT BE AWARD, BE ABLE TO BE AWARDED THE BID.
I'M GONNA DO A RANDOM PRICE HERE.
SO ALSO WHILE WE'RE ON THIS SCREEN, YOU CAN SEE THAT THERE IS A NO CHARGE AND A NO BID.
SO IMPORTANT IN HERE, YOU CAN'T PUT ZERO, YOU HAVE TO ACTUALLY GO IN AND CLICK NO CHARGE.
SO IF YOU ACTUALLY WANT TO GIVE US A ZERO CHARGE, YOU HAVE TO COME INTO THE LINE AND CLICK NO CHARGE.
IF YOU ALSO ARE NOT BIDDING ON THAT ITEM, LIKE SOME OF OUR, UM, ITEMS ARE NOT ALL OR NOTHING AND IT'S LINE BY LINE, YOU WOULD PUT NO BID.
YOU CAN'T TYPE NO BID INTO THE UNIT PRICE.
YOU HAVE TO CLICK ONE OF THOSE BOXES.
OH, FOR THOSE BIDS THAT HAVE THE PARTS, LINE ITEMS THAT YOU DON'T PUT A PRICE IN FOR NO CHARGE, UM, IN ORDER TO MOVE PAST THAT ITEM AS AS WELL.
ALSO, THERE IS, UM, IF YOU'RE QUOTING AN ALTERNATE ALTERNATE, YOU WOULD HAVE TO PUT THE VENDOR ITEM AND UH, VENDOR ITEM DESCRIPTION.
YOU WILL ALSO HAVE TO PUT THE UNIT OF MEASURE DETAILS.
SO WE DO WANT YOU TO, UM, MATCH WHAT WE'RE ASKING FOR.
'CAUSE IF NOT, YOU WILL NOT BE AWARDED THE BID.
AND THEN IF YOU HAVE ANY ADDITIONAL COMMENTS HERE, YOU CAN, UM, PLACE THAT I'M GONNA SAVE AND CLOSE THIS ONE.
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PREVIOUS SCREEN.ANOTHER WAY YOU CAN DO, UH, YOU CAN RESPOND IS THROUGH HERE, UM, ON THE LINES.
SO FOR THIS ONE, I'M JUST GOING WITH, UH, THE DESCRIPTION THAT CAME THROUGH.
I'M NOT QUOTING ANY ALTERNATES, SO I'M NOT PUTTING IN A VENDOR ITEM.
AND, AND IF YOU NEED TO SEE THESE BIGGER, OKAY, I'LL DO FOUR.
'CAUSE THIS IS THE LINE QUANTITY AND THIS IS THE RESPONSE UNIT OF MEASURE.
AND THEN THE UNIT PRICE I WILL PLACE, OH, AND THEN IT ACTUALLY EXTENDS IT FOR YOU FOR THIS ONE.
UM, AND YOU SEE HOW THERE'S AN EXCLAMATION, IT'S PENDING, UH, CHANGE.
SO IF I SAVE THAT, NOW THE EXCLAMATION IS RED BECAUSE THERE IS AN ERROR RESPONSE.
QUANTITY MUST BE EQUAL TO THE LINE QUANTITY OF FIVE.
SO I MUST CHANGE THIS TO FIVE TO SAVE IT.
FOR, UH, THIS LAST ITEM I DID PUT A NO CHARGE.
SO THIS ONE, UH, IF I DOUBLE CLICK INTO IT AND VIEW IT, THIS IS FOR MISCELLANEOUS OFFICE SUPPLIES AT MANUFACTURE PRICE LIST.
SO FOR BIDDING PURPOSES, WE WE'LL PUT NO CHARGE HERE.
SO IS THAT YOU HAVE TO GIVE US A, UM, OH PERCENTAGE.
YOU WOULD JUST PERCENTAGE, YES.
AND YOU STILL HAVE TO, UH, PUT IN THE QUANTITY IN THE UNIT OF MEASURE OR WILL NOT LET YOU GO THROUGH.
SO ONE, AND EVEN THOUGH YOU ARE NO CHARGING, ALL RIGHT, SO ALL OF MY LINES ARE COMPLETE.
IF YOU GO TO PRINT RESPONSE, YOU CAN ACTUALLY SEE WHAT YOU, UH, SUBMITTED, RIGHT TO UH, SAY YOU ARE QUOTING AN ALTERNATE AND YOU NEED TO SUBMIT SPECIFICATIONS.
YOU CAN GO TO RESPONSE ATTACHMENTS, UPLOAD ATTACHMENTS, AND YOU CAN UPLOAD ONE MULTIPLE ATTACH OR MULTIPLE ATTACHMENTS HERE.
AND THEN YOU CAN, UM, IT TAKES YOU BACK TO YOUR EVENT RESPONSE.
ONCE YOU ARE DONE AND YOU'RE READY TO SUBMIT, CLICK SUBMIT.
IT GIVES YOU, UH, A NOTE SAYING, CONGRATULATIONS, YOU'VE, YOU HAVE SUBMITTED YOUR BID.
OKAY, SO SAY YOU WANT TO WITHDRAW YOUR BID, THE, THE TIMEFRAME HASN'T OPENED YET.
'CAUSE AFTER THE TIMEFRAME CLOSES THIS BID, THEN YOU WOULD HAVE TO ACTUALLY EMAIL YOUR PURCHASING SPECIALIST TO FORMALLY WITHDRAW.
ARE YOU SURE? OKAY, MY BID HAS NOW BEEN WITHDRAWN.
SAY I, I DECIDED, OH WAIT, NO, I REALLY WANNA ACTUALLY RESPOND.
YOU COULD GO TO YOUR THREE UH, DOTS RIGHT HERE AND REINSTATE YOUR RESPONSE AND ASK YOU AGAIN, ARE YOU SURE YOU WANNA, UH, REINSTATE? OKAY.
SO I CAN GO THROUGH, GO BACK TO MY LINE RESPONSES.
IT HAS KEPT ALL OF MY UH, RESPONSE INFORMATION AND ALL OF MY UH, ATTACHMENTS.
AND IF YOU GO TO RESPONSE QUESTIONS, IT HAD KEPT ALL OF MY UH, ANSWERS.
SO YOU CAN RETURN TO YOUR RESPONSE AND I CAN RESUBMIT, SAY YOU WANNA MODIFY YOUR RESPONSE.
YOU COULD ALSO GO INTO YOUR RESPONSE AND CLICK MODIFY AND IT'LL ASK YOU IF YOU, SURE.
I'M GONNA SAY CANCEL FOR RIGHT NOW BECAUSE I'M GONNA MODIFY IT FROM YOUR EVENTS RESPONSE SCREEN.
SO I'M GONNA LOOK FOR MY OPEN EVENT, OR YOU COULD GO TO RESPONSE, UH, OPEN EVENTS FOR AWARD.
YEAH, THERE'S MULTIPLE WAYS TO SEE THINGS IN THE SYSTEM.
SO YOU COULD EITHER GO TO BROWSE OPEN EVENT AND FIND THAT EVENT THAT HOW YOU FOUND IT IN THE FIRST PLACE, OR IF YOU'VE ALREADY RESPONDED TO IT, YOU CAN GO TO RESPONSES OPEN FOR AWARD IF YOU HAVE UNSUBMITTED RESPONSE.
SO SAY YOU WANNA START A BID, BUT YOU'RE WAITING ON SOME SUBS TO GIVE YOU PRICES BACK, YOU CAN START IT, LEAVE IT THERE AND THEN COME BACK TO IT AND KEEP SUBMITTING OR KEEP ENTERING AND THEN SUBMIT WHEN YOU'RE READY TO ACTUALLY SUBMIT IT.
SO YES, SO I'M GONNA GO TO BROWSE THE OPEN AWARDS.
I'M GONNA SCROLL OVER AND IT SAYS VIEW MY RESPONSE.
I CAN REVIEW MY RESPONSE AND THEN SELECT
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MODIFY RESPONSE.AND THEN, LET'S SEE, I'M GONNA RETURN BACK TO, I WANNA CHANGE MY PRICE FOR THE PAPERCLIPS.
AND YOU MUST SAVE YOUR CHANGES EVERY TIME OR IT WILL NOT.
UM, ARE YOU GOING TO, IT'S NOT GONNA KEEP IT THEN SUBMIT IT.
NOW, ONCE THE BID TABULATIONS ARE OUT, YOU CAN GO TO GO OVER EVENTS AND RESPONSES.
IT SAYS BID TABULATIONS AND YOU CAN VIEW THE BID TABULATIONS FOR YOUR DIFFERENT PROCUREMENTS.
SO I'M GONNA DO AUCTIONEERING SERVICES VIEW BID TABULATION AND THIS WILL BE THE BID TABULATION.
NOW THE BID TABULATIONS WILL ONLY, UH, BE SENT OUT AFTER AN AWARD HAS BEEN MADE.
SO ESPECIALLY FOR ADVERTISED SEAL BIDS THAT ARE IN THE OFFICIAL JOURNAL.
IF YOU ARE WANTING TO KNOW, ESPECIALLY FOR INSURANCE PURPOSES, 'CAUSE YOU HAVE 10 DAYS TO PROVIDE US YOUR INSURANCE FOR THE BID OPENING, IT WOULD BE BEST PRACTICE TO ACTUALLY ATTEND THE PUBLIC BID OPENINGS.
SO YOU'RE STILL GONNA GET THE BID TAB WITHIN NINE WORKING DAYS IF YOU ACTUALLY RESPONDED TO THE EVENT.
YES, IF YOU WANNA SEE A BID TAB ON OF AN EVENT THAT YOU DIDN'T RESPOND TO OR YOU, YOU JUST WANT TO SEE ANOTHER ONE, YOU THEN YOU HAVE TO WAIT FOR AN AWARD TO HAPPEN AND THEY'LL AUTOMATICALLY RELEASE ON THE WEBSITE.
SO THAT'S WHEN THEY AUTOMATICALLY RELEASE AND ACTUALLY THE BID TAB WILL COME FROM THE PURCHASING SPECIALIST WHO IS WORKING ON THAT.
SO, UM, PLEASE MAKE SURE YOUR EMAIL ADDRESSES ARE CORRECT ON THE SYSTEM.
THERE WAS NO CONTRACT IN THERE.
NO, YOU DON'T EVEN HAVE TO SIGN ME.
SO THERE'S THE CONTRACTS FOR ALL SUPPLIERS THAT NICOLE WAS SPEAKING ABOUT EARLIER AND CLICK ON PRINT IF YOU CLICK PRINT, PRINT WILL ACTUALLY BE WHAT YOU WOULD SEE, UH, HOW YOU WOULD BE ABLE TO SEE, UM, A CONTRACT OR YOUR SOLI UH, YOUR EVENT, UH, FOR SUBMISSION.
UM, INSTEAD OF CLICKING ON IT YOU WOULD PRESS PRINT TO SHOW YOU LIKE A PRINT PREVIEW.
ALL RIGHT, DOES ANYBODY HAVE ANY QUESTIONS ABOUT ANYTHING WE'VE SPOKE ABOUT SO FAR? SO RAISE YOUR HAND AND THEY'LL COME, UM, WALK AROUND WITH A MIC.
WE ARE RECORDING THIS FOR PEOPLE TO WATCH IN THE FUTURE WHEN THEY ARE ONCOMING SUPPLIERS.
SO MAKE SURE YOU SPEAK INTO THE MIC SO THAT WE CAN CATCH YOUR QUESTION AND YOUR ANSWER.
SO LEAH IS GONNA COME AROUND AND UM, ASK QUESTIONS OR ANSWER THOSE QUESTIONS.
IF Y'ALL AREN'T SHY, I CAN PUT THE LECTERN ON AND Y'ALL CAN COME LIKE STAND UP THERE AND I DON'T CARE.
UM, OKAY, SO MY FIRST QUESTION IS, UM, WITH THE BRASS PORTAL, THEY REQUIRE US TO STILL SEND OUR INVOICES TO THE PROGRAM MANAGERS TO BE APPROVED BEFORE WE UPLOAD THEM INTO BRASS.
ARE WE GONNA NEED TO DO THAT FOR JEFFERSON PARISH AS WELL? INVOICES ARE NOT GOING THROUGH THE THROUGH BRIDGE AT THIS TIME.
SO WE'RE NOT GONNA BE SUBMITTING OUR INVOICES NOT THROUGH THE SYSTEM AT THIS TIME.
UM, THE NEXT THING IS IS YOU SAID THAT THE A CH PAYMENTS IS NOT GONNA BE AVAILABLE ON THIS, BUT IF WE'RE ALREADY SET UP FOR A CH PAYMENTS, ARE THOSE GONNA CONTINUE? SO IF YOU ARE A CURRENT VENDOR WITH THE PARISH, HAVE AN ACTIVE CONTRACT CURRENTLY GETTING PAID, YOU ARE GONNA BE PORTED OVER FROM OUR UH, LEGACY SYSTEM INTO INFOR.
YOU STILL NEED TO REGISTER AS A SUPPLIER TO DO NEW, DO NEW UM, SOLICITATIONS AND ALL OF THAT.
BUT IF YOU ARE A CURRENT VENDOR, YOU WILL BE PORTED OVER AND THAT WILL INCLUDE YOUR A CH
[00:55:01]
INFORMATION.IF YOU HAVE A QUESTION ABOUT WHETHER IT'S STILL CURRENT, YOU CAN ALWAYS UM, GET WITH OUR ACCOUNTING DEPARTMENT AND MAKE SURE THEY HAVE THE RIGHT INFORMATION FOR YOU.
AND THEN ON OUR CURRENT CONTRACTS, ARE OUR UM, VENDOR NUMBERS GONNA BE CHANGING ON OUR CURRENT CONTRACTS? YES.
SO WILL WE BE SUPPLIED WITH THOSE NUMBERS OR WILL WE BE ABLE TO SEE THEM ON THE PORTAL? YOU WILL BE ABLE TO SEE 'EM ON THE PORTAL.
UM, I DON'T KNOW HOW HARD IT WOULD BE TO JUST SEND THE MASS THING OUT TO EVERYONE WITH ALL YOUR CONTRACTS AND YOUR NEW NUMBERS.
UM, SO YEAH, YOU'D DEFINITELY BE ABLE TO SEE 'EM ON YOUR SUPPLIER PORTAL BE OKAY.
AND IS THERE GONNA BE A DELAY ON WHEN WE CAN START SEEING THAT INFORMATION FROM WHEN WE REGISTER OR IS IT GONNA BE SUPPLIER PORTAL OPENS ON MONDAY? MM-HMM
THEY JUST WON'T, I DON'T THINK THEY HAVE THE NEW NUMBERS ON THE DEAL.
AND ALL OF OUR INFORMATION, SO WE ARE GONNA HAVE A BLACKOUT PERIOD.
UM, Y'ALL MAY ALREADY KNOW ABOUT THIS FOR PAYMENTS AND THINGS LIKE THAT.
UM, FROM THE SUPPLIER SIDE, BASICALLY IT'S LIKE TWO WEEKS AT THE END OF JUNE THAT'S WHEN WE ARE ACTUALLY PULLING OVER ALL OF OUR LEGACY DATA FROM ASS 400 INTO THE NEW SYSTEM.
SO YOU PROBABLY WILL BE ABLE TO SEE YOUR CURRENT CONTRACTS AFTER THAT POINT.
WE GO LIVE OFFICIALLY WITH THE ENTIRE PROGRAM JULY 1ST.
SO IF YOU DON'T SEE YOUR STUFF IN THERE, MAYBE BY LIKE MID-JULY MAYBE REACH OUT TO THE DEPARTMENT THAT YOU WORK WITH AND ASK, YOU KNOW, WHERE'S MY INFORMATION? OKAY.
AND THEN ON FOR ADDENDUMS ON PROJECTS THAT ARE BIDDING, IS THE ENGINEER GOING TO BE UPLOADING THE ADDENDUMS INTO THIS OR ARE WE STILL SUPPLYING THEM TO Y'ALL TO UPLOAD? SO YOU'RE STILL GONNA SUPPLY 'EM TO THE PURCHASE AND SPLASH SPECIALISTS TO UPLOAD, UH, 'CAUSE THE PURCHASING SPECIALIST IS REQUIRED TO UH, REVIEW ALL ADDENDUMS ANYWAY.
UH, AND SO WE WILL UPLOAD THEM BUT AT THIS MOMENT THOSE WILL BE DOING BE DONE THROUGH CENTRAL AUCTION HOUSE.
YEAH, ON THAT NOTE, UM, SO I THINK MISTY'S MENTIONED THIS EARLIER, PUBLIC WORKS BIDS ARE GONNA CONTINUE IN CENTRAL AUCTION HOUSE FOR THE CURRENT TIMEFRAME.
IF YOU GUYS DO PUBLIC WORKS BIDS, YOU'RE VERY FAMILIAR WITH THE PUBLIC WORKS UNIT PRICE BID FORM THAT IS REQUIRED BY LAW.
SO WE ARE STILL TESTING THAT FORM TO GET IT INTO OUR NEW SYSTEM, WHICH IS WHY WE ARE KEEPING, UM, WITH CENTRAL BIDDING UNTIL WE CAN GET THAT PERFECT.
UM, SO THAT'S WHY WE HAVE THOSE ITEMS STILL STAYING IN CENTRAL AUCTION HOUSE FOR NOW.
BUT LIKE MISTY SAID, ONCE WE START DOING IT IN IN FOUR, YOU GUYS WILL KNOW, WE'LL MAKE SURE THE INFORMATION GETS OUT AND UM, YOU KNOW, EVERYTHING WILL PORT OVER AND THERE WILL BE A PERIOD WHERE YOU ARE DOING BIDDING IN CENTRAL AUCTION HOUSE AND IN BRIDGE JUST 'CAUSE WE ALREADY HAVE STUFF OPENING THAT IS STILL GONNA STAY ON CENTRAL AUCTION HOUSE.
SO THERE WILL BE, UM, SOME BIDS THAT ARE STAYING ON THERE JUST UNTIL THEY OPEN.
YEAH, SO THAT JULY 1ST DATE, I SAID THAT'S WHEN WE GO LIVE.
WE WILL HAVE A LITTLE BIT OF A TIMEFRAME WHERE WE'RE STILL KIND OF WORKING OUTTA TWO SYSTEMS, BUT HOPEFULLY BY THE FALL WE'LL BE ALL AND INFOR, I HAVE A QUESTION RIGHT HERE.
UH, YEAH, SO THE, MY QUESTION IS, UH, YOU MENTIONED THAT IF WE HAD BID AND AN ADDENDUM COME THROUGH AFTER WE ALREADY SUBMITTED OUR BID, THAT IT WOULD UNSELECT OUR BID.
WILL WE BE NOTIFIED ON THE PORTAL THAT OUR BID HAS BEEN UNSELECTED TO GO BACK IN AND MAKE THOSE CHANGES? YES, YOU WILL BE NOTIFIED AND THEN FROM THAT HOMEPAGE IT WILL GO INTO THE LITTLE TAB THAT WAS, UM, UNS UNCOMMITTED.
SO GO BACK TO THAT ONE TO SHOW HER REAL QUICK THIS UNSUBMITTED RESPONSES TAB, IT WILL END UP RIGHT THERE AND THEN YOU'LL JUST COME IN, YOU WILL ACKNOWLEDGE ADDENDUM, YOU'LL PUT YOUR NUMBERS OF THE ADDENDUMS IN THERE AND THEN YOU WILL JUST RESUBMIT ALSO.
ALSO IT DOES HAVE AN IN BASKET.
AND ANOTHER THING I DID NOT SHOW YOU ALL, UM, LET'S SEE IF I GO INTO THIS BID AND I HAVE A QUESTION ABOUT THE BID THAT I NEED, I WANT ANSWERED, IF YOU CLICK INTO IT TO JUST THE VIEW, YOU CAN GO TO THIS Q AND A FORUM AND CREATE, UM, A QUESTION AND YOU CAN ASK YOUR QUESTION HERE.
UM, SO I
IF YOU DO AN ADDENDUM TO YOUR BID, LIKE THAT COMES THROUGH THE PARISH, WILL THE EMAIL NOTIFICATION GO TO
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THE PROXY AND THE ACCOUNT HOLDER OR JUST TO THE PROXY? JUST TO THE ACCOUNT HOLDER? SO THERE'S A LOT OF CUSTOMIZATION THAT YOU CAN DO.UM, THE PRIMARY CONTACT CAN SET UP ALL THOSE NOTIFICATIONS.
SO IF THE PRIMARY CONTACT WANTS TO BE IN CONTROL OF ALL THOSE COMMUNICATIONS, THEY CAN KEEP THAT.
IF THEY WANNA DESIGNATE THE SECONDARY OR THE PROXIES TO GET THOSE, UM, INFORMA THOSE NOTIFICATIONS AS WELL, THEY CAN.
SO IT'S REALLY UP TO YOUR COMPANY HOW YOU SET UP YOUR NOTIFICATIONS, BUT YOU CAN DO IT BOTH WAYS.
SOME COMPANIES, THE BOSS REALLY WANTS TO DO EVERYTHING, SOME WANNA DESIGNATE IT OUT.
SO YOU JUST SET IT UP HOW YOUR COMPANY OPERATES.
AND IF YOU LOOK AT THE OTHER PROCESSES, THIS IS, UH, SO THERE'S AN INBOX RIGHT HERE.
UM, THAT'S WHERE YOU'RE GONNA GO TO FIND OUT IF THERE'S AN AMENDMENT.
UM, AND THAT'S WHERE IT'S GONNA NOTIFY YOU FOR EVERYTHING.
AND THERE IS NO, UM, OUT, UM, SCENT.
SO THE OUT, UM, I'M SORRY, THERE IS NO SCENT BOX.
SO THAT SCENT BOX AND THE INCOMING WILL ALL BE IN THIS INBOX.
AND SO THOSE QUESTIONS AND ANSWERS, SOME OF THEM YOU'LL GET A RESPONSE, UM, BACK.
SO FOR EXAMPLE, IF YOU ASK, UM, I WAS, WHAT'S THE SQUARE FOOTAGE OF THIS STRUCTURE YOU'RE BUYING? IF THAT ANSWER CAN BE FOUND IN THE SPECS THAT WE ALREADY GAVE WITH THE BID, THEN THAT PURCHASING SPECIALIST WILL SAY, SEE, YOU KNOW, SHEET NUMBER FIVE.
IF IT'S SOMETHING THAT NEEDS RISES TO THE LEVEL OF AN ADDENDUM, WE WILL ISSUE A FORMAL ADDENDUM AND THEN YOU'LL SEE YOUR ANSWER AND THE QUESTION RIGHT THERE.
YOU READY? UM, SO WE WENT THROUGH THE BIDS, BUT WITH SO QS, THEY'RE GONNA BE SUBMITTED ON HERE AS WELL, IS THAT CORRECT? YES.
AND, AND SO THE WAY THAT YOU WOULD DO AN SO Q NOW, SO YOU'LL HAVE THOSE QUESTIONNAIRES THAT WE DO.
UM, WHEN WE HAVE THOSE QUESTIONS, IT WILL SAY, DID YOU SUBMIT YOUR QUESTIONNAIRE? YOU'LL UPLOAD IT RIGHT THERE.
DID YOU, UM, DO YOU HAVE A SUBCONTRACTOR? DO YOU NEED TO SUBMIT THEIR QUESTIONNAIRE? YOU'LL GO RIGHT THERE.
SO IT'S VERY SIMILAR, UM, SOMETHING THAT WE ARE STILL WORKING WITH IN THE SYSTEM BECAUSE IT'S, YOU KNOW, IT'S NOT, UM, PERFECT FOR US TO CHAT AS WE'RE STARTING OUT FOR SOQ, EVERYTHING NEEDS A LINE.
SO EVEN THOUGH WE DON'T EVER ASK FOR PRICE, WELL, WE RARELY ASK FOR PRICES FOR AN SOQ, IT IS GOING TO MAKE YOU PUT A RESPONSE ON THAT LINE, BUT WE ARE GONNA SAY PUT NO CHARGE.
SO, SO Q IS, I'M I'M ASSUMING YOU'RE AN ENGINEERING FIRM.
YEAH, Y'ALL TYPICALLY WE DO THAT DOTD RATE SHEET.
WE TELL YOU GUYS WHAT'S THE, YOU KNOW, THE RATES FOR YOUR SUBMISSION.
YOU'LL PUT YOUR QUESTIONNAIRE IN THERE AND THEN YOU'LL PUT A NO CHARGE ON THE DESIGN SERVICES.
AND THAT'S JUST FOR SOQ PURPOSES.
THAT'S NOT MEANING YOU WON'T GET PAID OR ANYTHING LIKE THAT.
IT'S JUST THAT'S THE WAY THE SYSTEM FUNCTIONS.
YOU HAVE TO HAVE SOME SORT OF PRICE ATTACHED TO ALL OF OUR SOLICITATIONS AND THE RFPS.
YOU'LL BE PLACING YOUR, UH, PRICES ON THE LINES, HOWEVER, THOSE WILL NOT BE SHOWN UNTIL THE EVALUATION COMMITTEE MEETING.
YEAH, JUST LIKE WE DO NOW WITH THE PRICING PROPOSAL, WE OPEN THAT AFTER WE DO TECHNICAL.
IT'S THE SAME WAY IN HERE, BUT INSTEAD OF PUTTING YOUR PRICES ON THE PRICE PROPOSAL SHEET, YOU WILL JUST DO LIKE A BID AND SUBMIT 'EM ON THE ACTUAL LINES.
SO IT'S A LITTLE BIT DIFFERENT, BUT HOPEFULLY A LITTLE BIT EASIER FOR YOU GUYS.
ANYBODY ELSE HAD ANY QUESTIONS? LEAH? ALL UH, I JUST WANTED TO KNOW IF, IF OUR PRIMARY CONTACT RESIGNS GETS TERMINATED OR, UM, HOW, HOW DO WE GET A NEW PRIMARY CONTACT AT THAT POINT? HMM, THAT'S A GOOD QUESTION.
I THINK IT'D BE A GOOD IDEA FOR SOMEONE ELSE TO HAVE THE LOGIN INFORMATION MAYBE, AND THEN BE ABLE TO CHANGE THAT.
I THINK THAT ONCE YOU PUT A PRIMARY CONTACT, YOU CAN CHANGE THAT GOING FORWARD, BUT YOU'D HAVE TO KNOW THE LOGIN FOR THAT.
OR YOU COULD PROBABLY REACH OUT TO US AND WE CAN FIGURE OUT HOW TO CHANGE YOUR, LIKE FROM THE BACKEND, YOU KNOW, CHANGE THE PRIMARY CONTACT.
AND I KNOW SOME SOMETIMES, UH, THE COMPANIES GET MERGED OR ACQUIRED OR SOMETHING LIKE THAT AND, AND NOW THERE'S A NEW TAX ID NUMBER.
WOULD YOU SAY THAT WE WOULD THEN HAVE TO REBUILD A NEW PLATFORM? OKAY, SO IF WE CHANGE TAX ID, WE'VE BEEN ACQUIRED IT, WE'VE MERGED NOW WHAT WE HAVE TO DO IS PRETTY MUCH SHUT THAT PLATFORM.
I MEAN THAT PROFILE DOWN, BUILD A NEW ONE WITH THE NEW TAX ID NUMBER, THE NEW NAME OF THE BUSINESS, THAT KIND OF THING.
IF YOU KEEP YOUR SAME TAX ID NUMBER AND CHANGE NAMES, YOU COULD JUST GO INTO SUPPLIER PORTAL AND UPDATE THE NAME, ALL THE INFORMATION.
YOU WOULDN'T HAVE TO RE-REGISTER, BUT NEW TAX ID NUMBER HAS TO HAVE, HAS TO HAVE THE NEW NUMBER.
ANYBODY ELSE? ALL RIGHT, I'M GONNA, WE'RE GONNA SHOW YOU GUYS ONE MORE THING.
UM, ACTUALLY ONE OF THE QUESTIONS ALLUDED TO THIS.
[01:05:01]
FOR YOU TO SEE INVOICES AND PAYMENTS AND ALL OF THAT.IT'S ANOTHER ONE OF THOSE ONES WHERE WE'RE GONNA OPT INTO IT IN THE FUTURE, BUT I AM GONNA SHOW YOU GUYS WHAT IT LOOKS LIKE.
AT SOME POINT WE MAY BE DOING OUR INVOICES AND UM, YOU'LL BE ABLE TO VIEW PAYMENTS AND STUFF LIKE THAT ON THERE.
WE SWITCH AT THE VERY END OF COURSE.
WE'RE JUST WAITING FOR THE COMPUTER.
WE'RE JUST WAITING FOR THE COMPUTER TO PICK UP THE CAMERAS.
YOU'VE WON A BID OR AN RFP AND SOQ AND NOW YOU'RE GOING FROM A SUPPLIER TO A VENDOR.
SO IN THE PORTAL THEY HAVE, UM, THE CAPABILITY FOR YOU TO GO IN AND VIEW YOUR CURRENT CONTRACTS WITH US.
IT'LL SHOW ACTIVE ONES, IT WILL SHOW ANY ONES THAT ARE GETTING READY TO EXPIRE, AND IT'LL ALSO SHOW CONTRACTS IN NEGOTIATION FOR THOSE ONES THAT WE DO NEGOTIATE.
THESE ARE, AGAIN, SOME SCREENSHOTS OF HOW YOU CAN SEE THE DIFFERENT, UM, ITEMS IN HERE.
YOU CAN SEARCH FOR THINGS IF YOU HAVE A LOT OF CONTRACTS WITH US, YOU CAN SEARCH BY EFFECTIVE DATE, BY NAME, PRIMARY CONTACT, ALL OF THOSE KIND OF THINGS.
AND THEN, LIKE I STATED EARLIER, AND UM, AS ONE OF THE QUESTIONS ASKED, THERE IS THE CAPABILITY TO VIEW INVOICES AND PAYMENTS IN THE PORTAL RIGHT NOW.
WE'RE GONNA CONTINUE TO DO THAT, UM, THE WAY WE ARE DOING IT RIGHT NOW WITH OUR ACCOUNTING DEPARTMENT, BUT YOU CAN SEE, UM, PENDING PAYMENTS AND INVOICES IN THIS SYSTEM.
AND SO UNLESS THERE'S MORE QUESTIONS, DO YOU HAVE AN ANSWER TO YOUR QUESTION? SO IF THE PRIMARY LEAVES OR GETS TERMINATED OR WHATEVER, UM, YOU CAN REACH OUT TO US AND WE CAN ACTUALLY GO IN AND CHANGE THE PRIMARY CONTACT.
OKAY? SO ANY LAST QUESTIONS? ALL RIGHT, THEN WE HAVE THIS NICE MESSAGE FROM OUR PARISH PRESIDENT FOR YOU GUYS.