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

Release 1.2.9 New Release 1.2.9 New SupplierSupplier PresentationPresentation

AgendaAgenda CSA OverviewCSA Overview CSA CSA mmajor ajor ffeatureseatures CSA CSA sstatustatus CSA CSA ee-mails-mails File attachments and Browsers specificationsFile attachments and Browsers specifications CSA CSA llogin / URL referencesogin / URL references CSA CSA ddemonstrationemonstration CSA screen shotsCSA screen shots

navigationnavigation end to end processing (how to view and respond to a end to end processing (how to view and respond to a

requestrequest other key functionsother key functions how Guest company coordinator (GCC) can request how Guest company coordinator (GCC) can request

access for additional usersaccess for additional users

CSA OverviewCSA Overview Contractor Sourcing Application (CSA)Contractor Sourcing Application (CSA)

Used to buy technical, education, and consulting Used to buy technical, education, and consulting services resources from IBM contracted services resources from IBM contracted suppliers based on country configuration suppliers based on country configuration

Intranet and Internet based applicationsIntranet and Internet based applications IBM requesters create request on intranet site and IBM requesters create request on intranet site and

submit to supplierssubmit to suppliers IBM configured suppliers are notified via email of IBM configured suppliers are notified via email of

requests and log into supplier’s interface to review and requests and log into supplier’s interface to review and submit their responsessubmit their responses

IBM requesters are notified of supplier’s responses and IBM requesters are notified of supplier’s responses and log into intranet site to review and select responses to log into intranet site to review and select responses to bridge to Bond for approvals and PO issuance.bridge to Bond for approvals and PO issuance.

CSA deployed to 12 countries – US, CSA deployed to 12 countries – US, Canada, Canada, Germany, France, India, ChinaGermany, France, India, China, UK, , UK, Singapore, Hong Kong, Malaysia, Thailand, Singapore, Hong Kong, Malaysia, Thailand, IndonesiaIndonesia

CSA Major FeaturesCSA Major Features Each supplier will have a Guest Company CoordinatorEach supplier will have a Guest Company Coordinator

Controls user access within the companyControls user access within the company Welcome page displays recent requests sent to supplierWelcome page displays recent requests sent to supplier 3 request types: new request, renewal, referral 3 request types: new request, renewal, referral Supports request for information and request for quoteSupports request for information and request for quote Use of Expertise TaxonomyUse of Expertise Taxonomy to define skill requirements to define skill requirements Ability to save responses as drafts Ability to save responses as drafts Rate matrix pricing for skill requested will be displayedRate matrix pricing for skill requested will be displayed Ability to see status of responsesAbility to see status of responses Comments history logComments history log Requests can be modified by requester and re-sent out to Requests can be modified by requester and re-sent out to

suppliers ( ie – start/end date, quantity, work location, etc )suppliers ( ie – start/end date, quantity, work location, etc ) Requests can be canceled, put on hold, remove from holdRequests can be canceled, put on hold, remove from hold Various search and sort functionsVarious search and sort functions Navigation views at request level, line item level, supplier Navigation views at request level, line item level, supplier

response levelresponse level Email profile setting for supplier usersEmail profile setting for supplier users Letter of Assurance acceptance (applicable for US, UK and India Letter of Assurance acceptance (applicable for US, UK and India

only)only) Custom expenses ( applicable for Hong Kong only)Custom expenses ( applicable for Hong Kong only)

CSA ACSA Authorizeruthorizer Roles Roles Based on each countries business process, Based on each countries business process,

certain authorizer may be involved in the certain authorizer may be involved in the authorization process for the selected authorization process for the selected supplier’s response: supplier’s response:

Buyer ABuyer Authorizeruthorizer / Reviewer / Reviewer

HR ReviewerHR Reviewer

Export Office AExport Office Authorizeruthorizer

Common CSA statusCommon CSA status Request level:Request level:

ActiveActive, Canceled, On hold, Closed, Canceled, On hold, Closed Skill line item level:Skill line item level:

ActiveActive, , Canceled, On hold, FulfilledCanceled, On hold, Fulfilled,, Response level:Response level:

Draft, Ready for submission, Submitted/non-Draft, Ready for submission, Submitted/non-finalist, Finalist, Fulfilled, Awaiting finalist, Finalist, Fulfilled, Awaiting authorization, Ready to fulfill, Withdrawn by authorization, Ready to fulfill, Withdrawn by supplier, Rejectedsupplier, Rejected, Review and resubmit,, Review and resubmit,

CSA e-mailsCSA e-mails Request is submitted to supplier, including Request is submitted to supplier, including

modified active requests.modified active requests. Response is selected as a finalistResponse is selected as a finalist Finalist is selectedFinalist is selected Request line item is closedRequest line item is closed Response is rejected by requester or approverResponse is rejected by requester or approver Response is changed from finalist to non-finalistResponse is changed from finalist to non-finalist Request is canceledRequest is canceled Request is put on holdRequest is put on hold Request is taken off holdRequest is taken off hold

CSA browsers and file attachmentCSA browsers and file attachment specificationsspecifications

Supported Browsers on supplier interface 1. MS Internet Explorer version 6.0 2. Home Page Reader 3.04 3. Mozilla 1.5.0.5 4. Netscape Navigator 7.2

5. Opera 7.54

File attachment specifications Max size limit is 800kb and acceptable file types are:

Microsoft Word (.doc) Acrobat file (.pdf) Lotus Wordpro file (.lwp) Lotus 123 file (.123) Excel spreadsheet (.xls) Powerpoint presentation (.ppt) Zip archive (.zip) Plain text (.txt and .text) HTML (.htm and .html) RAR (.rar)

CSA LoginCSA Login

CSA splash page url: CSA splash page url: http://www.ibm.com/procurement/csa

Supply Portal ID/Password URL Supply Portal ID/Password URL http://www.ibm.com/procurement/esi GCC will use this same url for submitting requests for

additional users for CSA, click on “New user app enrollment” under User functions section of My Portal My Function.

Call the help desk for assistance if needed CSA will be an option in your list of CSA will be an option in your list of

applications once access is grantedapplications once access is granted

CSA HelpCSA Help User GuideUser Guide

http://www-03.ibm.com/procurement/proweb.nhttp://www-03.ibm.com/procurement/proweb.nsf/ContentDocsByTitle/United+States~Applicatisf/ContentDocsByTitle/United+States~Application+help?OpenDocument&Parent=Application+on+help?OpenDocument&Parent=Application+helphelp

Help DeskHelp Desk http://www-03.ibm.com/procurement/proweb.nhttp://www-03.ibm.com/procurement/proweb.n

sf/ContentDocsByTitle/United+States~IBM+Glosf/ContentDocsByTitle/United+States~IBM+Global+Procurement+application+support+centerbal+Procurement+application+support+center+strategy+strategy

CSA Demonstration

CSA screen shots

CSA splash page login CSA splash page login screenscreen

URL: www.ibm.com/procurement/csa

CSA Welcome screenCSA Welcome screen

Page helpPage help

View individual skillsView individual skills

Inactive skillsInactive skills

View responsesView responses

Finalist responsesFinalist responses

Inactive responsesInactive responses

FeedbackFeedback

CSA searchCSA search

View the requestView the request

Field level helpField level help

Confirm skill rejectionConfirm skill rejection

Add a response (1)Add a response (1)

Add response (2)Add response (2)

Add response (3)Add response (3)

Add response (4)Add response (4)

Response pricing review Response pricing review screenscreen

Summary of response (1)Summary of response (1)

Top section Next section

Summary of response (2)Summary of response (2)Bottom section

Request Summary Request Summary

Submitted responseSubmitted response

Withdraw responseWithdraw response

Running comments historyRunning comments history

Running comments historyRunning comments history

Renewal requestRenewal request

Renewal requestRenewal request

Referral requestReferral request

Referral requestReferral request

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

submitted request and resend it to configured suppliers The following request detail fields can be modified:

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

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

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

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

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

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

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

Process for GCC to request access for Process for GCC to request access for additional usersadditional users

Each supplier has identified a focal point to be the Each supplier has identified a focal point to be the CSA guest company coordinator (GCC) to control CSA guest company coordinator (GCC) to control user access for their companyuser access for their company

Only the GCC can submit a request to grant Only the GCC can submit a request to grant access to another user in their companyaccess to another user in their company

There are 2 user roles, GCC or regular userThere are 2 user roles, GCC or regular user Regular user can access all CSA request and respond to Regular user can access all CSA request and respond to

all requests just like a GCC but they do not have all requests just like a GCC but they do not have authority to request access for another userauthority to request access for another user

There can be more than 1 GCC for each supplierThere can be more than 1 GCC for each supplier IBM will maintain records for one GCC for each IBM will maintain records for one GCC for each

supplier. If this GCC contact is replaced, please supplier. If this GCC contact is replaced, please contact the help desk to advise of the contact the help desk to advise of the replacement GCC so that we can initiate the replacement GCC so that we can initiate the update.update.

Submit new user requestSubmit new user request

Submit new user requestSubmit new user request

Submit new user requestSubmit new user request

Submit new user requestSubmit new user request

Submit new user requestSubmit new user request

Submit new user requestSubmit new user request

Submit new user requestSubmit new user request

Submit new user requestSubmit new user request

Submit new user requestSubmit new user request

Supplier user’s e-mail profile preference Supplier user’s e-mail profile preference settingsetting

Suppliers will have 3 options to set the email indicator for handling Suppliers will have 3 options to set the email indicator for handling CSA emails. The email indicator can be set to either Yes or No.CSA emails. The email indicator can be set to either Yes or No.

All supplier users have been defaulted to Yes automatically with All supplier users have been defaulted to Yes automatically with R1.2.9 R1.2.9

All updates for email setting must be done via IBM Supply portal All updates for email setting must be done via IBM Supply portal and not within CSAand not within CSA

OptionOption Who can Who can use this use this optionoption

CommentsComments

1. New user app 1. New user app enrollmentenrollment

Guest Guest Company Company coordinator coordinator

(GCC) only (GCC) only

GCC will use this option to grant CSA GCC will use this option to grant CSA access to a new user who has not been access to a new user who has not been set up for any IBM application and CSA is set up for any IBM application and CSA is the first application they are being setup the first application they are being setup for.for.

Note: If the new CSA user already has Note: If the new CSA user already has access for another IBM application access for another IBM application ( WOI / ESI, etc), then the GCC needs to ( WOI / ESI, etc), then the GCC needs to use Request app access option to get the use Request app access option to get the user setup for CSA ( see option 3 below). user setup for CSA ( see option 3 below).

Supplier user’s e-mail profile preference Supplier user’s e-mail profile preference settingsetting

OptionOption Who can use Who can use this optionthis option

CommentsComments

2. Modify 2. Modify app app accessaccess

Any user that Any user that has been has been granted CSA granted CSA access already access already

(including GCC)(including GCC)

GCC can use this option to change GCC can use this option to change email preference for any user in their email preference for any user in their company besides themselvescompany besides themselves

Non-GCC users can also update Non-GCC users can also update their own preferencetheir own preference

Supplier user’s e-mail profile preference Supplier user’s e-mail profile preference settingsetting

OptionOption Who can use Who can use this optionthis option

CommentsComments

3. 3. Request Request app app access access

Any user that Any user that already has already has access to an access to an IBM IBM application, application, (including GCC) (including GCC)

GCC should use this option to GCC should use this option to request CSA access for a user that request CSA access for a user that already has access to other IBM already has access to other IBM applicationsapplications

Individual users can use this option Individual users can use this option to request access for themselves for to request access for themselves for other applications that is available in other applications that is available in the drop down list. (If they don’t see the drop down list. (If they don’t see a particular application in the drop a particular application in the drop down list, it means they either have down list, it means they either have access to the application or they are access to the application or they are not authorized to get access and will not authorized to get access and will have to check with their GCC. have to check with their GCC.

Modify app access screen shotsModify app access screen shots

Modify app access screen shotsModify app access screen shots

Modify app access screen shotsModify app access screen shots

Modify app access screen shotsModify app access screen shots

Modify app access screen shotsModify app access screen shots

Modify app access screen shotsModify app access screen shots

Modify app access screen shotsModify app access screen shots

Letter of Assurance (LOA)Letter of Assurance (LOA)

Acceptance of Letter of Assurance (LOA)Acceptance of Letter of Assurance (LOA) CSA will require you to accept the LOA prior to CSA will require you to accept the LOA prior to

submitting the response if the citizenship of the submitting the response if the citizenship of the candidate is different than the country of the request.candidate is different than the country of the request.

Assist to streamline the cycle time for export approval Assist to streamline the cycle time for export approval if candidate is selected by IBM requesterif candidate is selected by IBM requester

This change only applies to India, UK, US generated This change only applies to India, UK, US generated CSA requests.CSA requests.

Letter of Assurance (LOA) acceptance screenLetter of Assurance (LOA) acceptance screen

Letter of Assurance (LOA) acceptance Letter of Assurance (LOA) acceptance confirmationconfirmation

Letter of Assurance (LOA) pop up screenLetter of Assurance (LOA) pop up screen