Contractor Sourcing Application (CSA) Training

1. Contractor Sourcing Application (CSA) Training Release 1.2.9 New Supplier Presentation

2. Agenda • CSA Overview • CSA major features • CSA status • CSA e-mails • File attachments and Browsers specifications • CSA login / URL references • CSA demonstration • CSA screen shots • navigation • end to end processing (how to view and respond to a request • other key functions • how Guest company coordinator (GCC) can request access for additional users

3. CSA Overview • Contractor Sourcing Application (CSA) • Used to buy technical, education, and consulting services resources from IBM contracted suppliers based on country configuration • Intranet and Internet based applications • IBM requesters create request on intranet site and submit to suppliers • IBM configured suppliers are notified via email of requests and log into supplier’s interface to review and submit their responses • IBM requesters are notified of supplier’s responses and log into intranet site to review and select responses to bridge to Bond for approvals and PO issuance. • CSA deployed to 12 countries – US, Canada, Germany, France, India, China, UK, Singapore, Hong Kong, Malaysia, Thailand, Indonesia

4. CSA Major Features • Each supplier will have a Guest Company Coordinator • Controls user access within the company • Welcome page displays recent requests sent to supplier • 3 request types: new request, renewal, referral • Supports request for information and request for quote • Use of Expertise Taxonomy to define skill requirements • Ability to save responses as drafts • Rate matrix pricing for skill requested will be displayed • Ability to see status of responses • Comments history log • Requests can be modified by requester and re-sent out to suppliers ( ie – start/end date, quantity, work location, etc ) • Requests can be canceled, put on hold, remove from hold • Various search and sort functions • Navigation views at request level, line item level, supplier response level • Email profile setting for supplier users • Letter of Assurance acceptance (applicable for US, UK and India only) • Custom expenses ( applicable for Hong Kong only)

5. CSA Authorizer Roles • Based on each countries business process, certain authorizer may be involved in the authorization process for the selected supplier’s response: • Buyer Authorizer / Reviewer • HR Reviewer • Export Office Authorizer

6. Common CSA status • Request level: • Active, Canceled, On hold, Closed • Skill line item level: • Active, Canceled, On hold, Fulfilled, • Response level: • Draft, Ready for submission, Submitted/non-finalist, Finalist, Fulfilled, Awaiting authorization, Ready to fulfill, Withdrawn by supplier, Rejected, Review and resubmit,

7. CSA e-mails • Request is submitted to supplier, including modified active requests. • Response is selected as a finalist • Finalist is selected • Request line item is closed • Response is rejected by requester or approver • Response is changed from finalist to non-finalist • Request is canceled • Request is put on hold • Request is taken off hold

8. CSA browsers and file attachmentspecifications • 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)

9. CSA Login • CSA splash page url: http://www.ibm.com/procurement/csa • 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 applications once access is granted

10. CSA Help • User Guide • http://www-03.ibm.com/procurement/proweb.nsf/ContentDocsByTitle/United+States~Application+help?OpenDocument&Parent=Application+help • Help Desk • http://www-03.ibm.com/procurement/proweb.nsf/ContentDocsByTitle/United+States~IBM+Global+Procurement+application+support+center+strategy

11. CSA Demonstration

12. CSA screen shots

13. CSA splash page login screen URL: www.ibm.com/procurement/csa

14. CSA Welcome screen

15. Page help

16. View individual skills

17. Inactive skills

18. View responses

19. Finalist responses

20. Inactive responses

21. Feedback

22. CSA search

23. View the request

25. Field level help

28. Confirm skill rejection

29. Add a response (1)

30. Add response (2)

31. Add response (3)

32. Add response (4)

33. Response pricing review screen

34. Summary of response (1) Top section Next section

35. Summary of response (2) Bottom section

36. Request Summary

37. Submitted response

38. Withdraw response

39. Running comments history

40. Running comments history

41. Renewal request

42. Renewal request

43. Referral request

44. Referral request

45. Resubmit 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, 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.

46. 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

47. Process for GCC to request access for additional users • Each supplier has identified a focal point to be the CSA guest company coordinator (GCC) to control user access for their company • Only the GCC can submit a request to grant access to another user in their company • There are 2 user roles, GCC or regular user • Regular user can access all CSA request and respond to all requests just like a GCC but they do not have authority to request access for another user • There can be more than 1 GCC for each supplier • IBM will maintain records for one GCC for each supplier. If this GCC contact is replaced, please contact the help desk to advise of the replacement GCC so that we can initiate the update.

48. Submit new user request

49. Submit new user request

50. Submit new user request