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

Release 1.2.9 New Release 1.2.9 New SupplierSupplier PresentationPresentation

AgendaAgendaCSA OverviewCSA OverviewCSA CSA mmajor ajor ffeatureseaturesCSA CSA sstatustatusCSA CSA ee--mailsmailsFile attachments and Browsers specificationsFile attachments and Browsers specificationsCSA CSA llogin / URL referencesogin / URL referencesCSA CSA ddemonstrationemonstrationCSA screen shotsCSA screen shots

navigationnavigationend to end processing (how to view and respond to a requestend to end processing (how to view and respond to a requestother key functionsother key functionshow Guest company coordinator (GCC) can request access for how Guest company coordinator (GCC) can request access for additional usersadditional users

CSA OverviewCSA OverviewContractor 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 suppliers services resources from IBM contracted suppliers based on country configuration based on country configuration Intranet and Internet based applicationsIntranet and Internet based applications

IBM requesters create request on intranet site and submit to IBM requesters create request on intranet site and submit to supplierssuppliersIBM configured suppliers are notified via email of requests IBM configured suppliers are notified via email of requests and log into supplierand log into supplier’’s interface to review and submit their s interface to review and submit their responsesresponsesIBM requesters are notified of supplierIBM requesters are notified of supplier’’s responses and log s responses and log into intranet site to review and select responses to bridge to into intranet site to review and select responses to bridge to Bond for approvals and PO issuance.Bond for approvals and PO issuance.

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

CSA Major FeaturesCSA Major FeaturesEach supplier will have a Guest Company CoordinatorEach supplier will have a Guest Company Coordinator

Controls user access within the companyControls user access within the companyWelcome page displays recent requests sent to supplierWelcome page displays recent requests sent to supplier3 request types: new request, renewal, referral (applicable for 3 request types: new request, renewal, referral (applicable for some some countries)countries)Supports request for information and request for quoteSupports request for information and request for quoteUse of Expertise TaxonomyUse of Expertise Taxonomy to define skill requirementsto define skill requirementsAbility 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 displayedAbility to see status of responsesAbility to see status of responsesComments history logComments history logRequests can be modified by requester and reRequests can be modified by requester and re--sent out to suppliers ( sent out to suppliers ( ieie ––start/end date, quantity, work location, etc )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 holdVarious search and sort functionsVarious search and sort functionsNavigation views at request level, line item level, supplier resNavigation views at request level, line item level, supplier response levelponse levelEmail profile setting for supplier usersEmail profile setting for supplier usersLetter 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 RolesRolesBased 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 supplierauthorization process for the selected supplier’’s s response: response:

Buyer ABuyer Authorizeruthorizer / Reviewer/ Reviewer

HR ReviewerHR Reviewer

Export Office AExport Office Authorizeruthorizer

Common CSA statusCommon CSA statusRequest 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/nonDraft, Ready for submission, Submitted/non--finalist, finalist, Finalist, Fulfilled, Awaiting authorization, Ready to Finalist, Fulfilled, Awaiting authorization, Ready to fulfill, Withdrawn by supplier, Rejectedfulfill, Withdrawn by supplier, Rejected, Review and , Review and resubmit,resubmit,

CSA eCSA e--mailsmailsRequest is submitted to supplier, including modified Request is submitted to supplier, including modified active requests.active requests.Response is selected as a finalistResponse is selected as a finalistFinalist is selectedFinalist is selectedRequest line item is closedRequest line item is closedResponse is rejected by requester or approverResponse is rejected by requester or approverResponse is changed from finalist to nonResponse is changed from finalist to non--finalistfinalistRequest is canceledRequest is canceledRequest is put on holdRequest is put on holdRequest is taken off holdRequest is taken off hold

CSA browsers and file attachmentCSA browsers and file attachment specificationsspecifications

Supported Browsers on supplier interfaceSupported Browsers on supplier interface1. MS Internet Explorer version 6.02. Home Page Reader 3.043. Mozilla 1.5.0.54. Netscape Navigator 7.2 5. Opera 7.54

File attachment specificationsFile attachment specificationsMax size limit is 800kb and acceptable file types are: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 CSA splash page urlurl: : 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 HelpUser GuideUser Guide

http://wwwhttp://www--03.ibm.com/procurement/proweb.nsf/ContentDocsByTitle/United+Stat03.ibm.com/procurement/proweb.nsf/ContentDocsByTitle/United+Statees~Application+help?OpenDocument&Parent=Application+helps~Application+help?OpenDocument&Parent=Application+help

Help DeskHelp Deskhttp://wwwhttp://www--03.ibm.com/procurement/proweb.nsf/ContentDocsByTitle/United+Stat03.ibm.com/procurement/proweb.nsf/ContentDocsByTitle/United+Statees~IBM+Global+Procurement+application+support+center+strategys~IBM+Global+Procurement+application+support+center+strategy

CSA education class can be scheduled via the CSA education class can be scheduled via the Help deskHelp desk

CSA Demonstration

CSA screen shots

CSA splash page login screenCSA splash page login screenURL: 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 screenResponse pricing review screen

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 requesterThis 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 confirmationLetter of Assurance (LOA) acceptance confirmation

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

Custom ExpensesCustom Expenses

Custom expensesCustom expensesCustom expenses can be configured by country. This Custom expenses can be configured by country. This is in addition to the current “Other expenses” field. is in addition to the current “Other expenses” field. Custom expenses can either be viewable by supplier Custom expenses can either be viewable by supplier only or editable by supplier based on configuration.only or editable by supplier based on configuration.Currently only CSA requests from Hong Kong and Currently only CSA requests from Hong Kong and Canada will use this new function.Canada will use this new function.

Hong Kong to use it to capture various types of expensesHong Kong to use it to capture various types of expenses( ( ieie. gratuities, standby, travel and mobile allowances ). gratuities, standby, travel and mobile allowances )Canada will use it for reimbursement of Criminal reference Canada will use it for reimbursement of Criminal reference check for referral expensescheck for referral expenses

Custom expensesCustom expenses

Custom expensesCustom expenses

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 functionAllows initiator, requester, or project coordinators to edit a submitted request and resend it to configured suppliersThe 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 wiChanges to the attachment or the request type from RFI to RFQ will ll result in supplierresult in supplier’’s responses received to date to be reset back to the s responses received to date to be reset back to the supplier and changed to supplier and changed to ““review and resubmitreview and resubmit”” status.status.

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

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

Primary job category, Secondary job category, Job role, Skill sePrimary job category, Secondary job category, Job role, Skill set t or Skill level and work locationor 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 CSA Each supplier has identified a focal point to be the CSA guest company coordinator (GCC) to control user access guest company coordinator (GCC) to control user access for their companyfor their companyOnly the GCC can submit a request to grant access to Only the GCC can submit a request to grant access to another user in their companyanother user in their companyThere 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 all Regular user can access all CSA request and respond to all requests just like a GCC but they do not have authority to requests just like a GCC but they do not have authority to request access for another userrequest access for another user

There can be more than 1 GCC for each supplierThere can be more than 1 GCC for each supplierIBM will maintain records for one GCC for each supplier. IBM will maintain records for one GCC for each supplier. If this GCC contact is replaced, please contact the help If this GCC contact is replaced, please contact the help desk to advise of the replacement GCC so that we can desk to advise of the replacement GCC so that we can initiate the update.initiate the 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 eSupplier user’s e--mail profile preference settingmail profile preference settingSuppliers will have 3 options to set the email indicator for hanSuppliers will have 3 options to set the email indicator for handling CSA dling CSA emails. The email indicator can be set to either Yes or No.emails. The email indicator can be set to either Yes or No.All supplier users have been defaulted to Yes automatically withAll 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 portalAll updates for email setting must be done via IBM Supply portal and not and not within CSAwithin 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 access GCC will use this option to grant CSA access to a new user who has not been set up for any to a new user who has not been set up for any IBM application and CSA is the first application IBM application and CSA is the first application they are being setup for.they are being setup for.

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

Supplier user’s eSupplier user’s e--mail profile preference settingmail profile preference setting

OptionOption Who can use this Who can use this optionoption

CommentsComments

2. Modify 2. Modify app accessapp access

Any user that has Any user that has been granted been granted CSA access CSA access already already (including GCC)(including GCC)

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

NonNon--GCC users can also update their GCC users can also update their own preferenceown preference

Supplier user’s eSupplier user’s e--mail profile preference settingmail profile preference setting

OptionOption Who can use this Who can use this optionoption

CommentsComments

3. Request 3. Request app access app access

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

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

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