Contractor Sourcing Application (CSA) Training

1. Contractor Sourcing Application (CSA) Training Overview of Release R1.2 changes for Suppliers

2. Agenda • CSA Major Changes • Question and Answers

3. CSA Release 1.2 Major Changes • New columns added to the various navigation views • Running comments and comments history added to response level • Resubmitted request function • Above matrix response requires business justification from supplier • Fixes to be included in release • E-mail updates

4. Welcome page updates

5. View individual skills updates

6. View responses updates

7. Running comments • Allows internal and external users to record comments on individual supplier responses • All comments are displayed in one free form text field, latest comments at the top, includes date/time/author • Requesters can optionally elect to send an email to suppliers of their comments and email will include the latest comment in the email. • Supplier’s comments will automatically generate an email to IBM requesters. • Only supplier specific comments will be viewable by suppliers.

8. Running comments screen shots

9. Running comments screen shots

10. Resubmit function • Allows initiator, requester, or project coordinators to edit a submitted request and resend it to configured suppliers • CSA request ID remains the same as original request. • The following request detail fields can be modified: • Project Coordinator, response reviewer, request type, Accounting information to be used in Bond, accounting information (but not accounting type) and Attachments. • Changes to the attachment or the request type from RFI to RFQ will result in supplier’s responses received to date to be reset back to the supplier and changed to “review and 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.

11. Resubmit function • The following skill line item fields can not be modified: • Primary job category, Secondary job category, Job role, Skill 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

12. Response input screen updates • New field to indicate if supplier is allowed to submit above matrix response • If straight time bill rate is above matrix, then all additional required field will be collected on the same input screen instead of the secondary “additional pricing screen” • “Additional pricing” screen has been renamed to “Response pricing review” screen. It will only be shown for above matrix responses to allow supplier to enter the business justification for submitting an above matrix response. It will also display the summary of the pricing entered on the previous screen.

13. Response pricing input screen

14. Response pricing review screen

15. CSA Release 1.2 Fixes • Ability to edit the response reference for renewal or referral • Email 1 will include rate matrix rate

16. Email Changes • Running comments email from requester to supplier • Running comments email from supplier to requester • Resubmit email to supplier containing summary of the changes to the request.