Staff User Manual - New York State Contract System
Contents
1. Style vi Format Nomal 4 To insert an image first access the webpage that contains the image The image must be publicly accessible on the Internet B2Gnow Support e support b2gnow com B2GNoEW OUTREACH 5 Right click on the image and select Copy if using Internet Explorer The copy option may be labeled differently in other browsers United States Dol ws Gel j a Department of Transportation Quick Search Home About Briefing Room Services Civil Rights Home About Us Home Civil Rights Public Services x Meet the Director Library Complaint Resolution Processes gt Camille M Hazeur Biography Open link Employee Services gt Strategic Plan Public Services Open link in new tab gt Government Services Award gt Departmental Office Civil Rights Program Open link in new window Disadvantaged Business Save target as Enterprise Print target Accessibility Di e Show picture nie External Civil Rights Pro Save picture as Environmental Justice Fi A of Civil Rights L English Profi An E mail picture U S Department of imited ish Proficie 3 an Z Training Policy Guidance and Civi Print picture Transportation DOT Civil Rights Agencies j 1200 New Jersey Ave Provides training and case related technical Go to My Pictures Washington D C 20590 External Civil Rights Programs administrations OA c2. required entry Vendor List Parameters Update the title of this vendor list MBE Outreach Description Update the description of this vendor list Vendor List Title Vendor list can be edited by anyone in your organization Vendor list can be edited only by a designated user currently you Vendor list can be viewed and used by anyone in your organization Vendor list can be viewed and used only by a designated user currently you Vendor List Copy Options Copy Options Select a copy option C Copy Vendors Contacts Create Vendor List Cancel 4 Click Create Vendor List B2Gnow Support e support b2gnow com Page 5 29 B2GNOQW OUTREACH Creating events Through the Event Management module you can create and manage events and track attendees When you create an event you can specify the event type and who can view and RSVP for the event For example you can create a Training event for staff users or a Vendor Fair event available to all vendors and the general public Users view the event list and RSVP to specific events through the Transactions Event Management page To create an event 1 Open the Create menu and then click New Event The Event Management Add Event page displays 2 Inthe Event Information box complete the following Event Title Enter the title of the event Event Information Enter information about the event Event Instructions Enter special instructions about th
3. Breakfast Choose Monday Tuesday or Wednesday morning Sole Sponsor 1 500 Co Sponsor 800 Lunch Choose Monday Tuesday or Wednesday Sole Sponsor 4 000 Co Sponsor 2 500 Awards Reception Sole Sponsor 6 000 Co Sponsor 2 500 Keynote Choose Monday Tuesday or Wednesday Sole Sponsor 1 500 Co Sponsor 800 Workshop Contact Dawn Anderson to select the workshop to be sponsored Sole Sponsor 500 Co Sponsor 300 We have limited sponsorship opportunities available which will be awarded first come first served so please act quickly Should your organization be interested in a sponsorship package not listed please contact Dawn Anderson to discuss your interests Please Log in to your MWDBE account at http www mwdbe com for additional information regarding applications and terms and conditions To view the notice visit http www mwdbe com L asp GO 1062 amp TID ABCD MWDBE com Diversity Management System powered by B2Gnow http www MWDBE com B2Gnow Support e support b2gnow com Page 5 19 B2GNOQW OUTREACH Sample Training Notification MWDBE Outreach Notification Organization MWDBE com Project B2Gnow Training Announcement ATTN ALL INTERESTED STAFF at the Contract Compliance Office From Staff Development amp Training Division Subject B2Gnow Contract Compliance Software Training Personal Computer Software training on B2Gnow Contract Compliance Software is being delivered on an ongoin
4. Software for Government ITU Copyright 2013 by B2Gnow AskReply Inc All rights reserved Published in the United States by B2Gnow AskReply Inc www B2Gnow com B2Gnow is a registered trademark of AskReply Inc Printed in the United States of America Third Edition B2GNew Chapter5 CUCL CAC iexciceceec ees dwan ana eee enn avan E peta e pi aaa e pasan a siren e DE The Power of Outreach Manageme nl ccccssccsccesccsccsccesccscceccesccscceccesccncceccesccscceccesccscceccesccsccescescosccesees 5 1 Creating and editing outreach CAMPAIANS ccsccsccsccsccsccsccsccscccceccecceccecceccsccnccnccscscescescescescecceccecceccncones 5 2 Creating OUT CAG Ie IAD A E EE 5 2 Editing outreach campaigns iii 5 3 Releasing E Te Rn EU ra 5 15 CODVINE outreach CAMPAIGNS ki n vka esesisi g s v cada 5 16 COMIDOSIN YOUN TE 5 17 COMPOSINEVOUFAANOUANCEMENE cel RR RI 5 17 Sample ini 5 18 EREECHEN 5 23 WOrKing with vendor StS cinici 5 25 Creating VENTS ei eis wl raf a l aa iaa Ea 5 30 VIGIIABING EVE AE ia ia l E EE E at lk kk al m 5 32 B2Gnow Support e support b2gnow com B2GNew B2Gnow Support e support b2gnow com Chapter 5 Outreach Communications between the organization and its vendors is critical to the success of your program The Outreach module includes multiple components to support the creation of content publication and management of events and tracking of notice dist
5. m Abiline mM Amarillo Atlanta F Austin Beaumont Brownwood m Bryan m Childress F Corpus Christi Dallas El Paso Fort Worth Houston None selected None selected 9 Click Search All Matches The search results display Search Vendors Users Vendors Contracts Concessions Outreach Laredo Lubbock Lufkin Odessa Paris Pharr San Angelo San Antonio m Tyler Waco Wichita Falls Yoakum 10 Click the Add to Outreach button and then click OK to verify Help amp Tools X Listed below are all of the vendors that match your search criteria Use the sort and filter functions of the table to reduce the size of the list You can view more listings by using the navigation line at the bottom of the table To resort click on column title Business Name All v ASKREPLY INC DBA B2GNOW B2Gnow Test 6 B2Gnow Test Vendor 10 B2Gnow Test Vendor 11 B2Gnow Test Vendor 2 DBA Cool Beans B2Gnow Test Vendor 24 B2Gnow Test Vendor 3 B2Gnow Test Vendor 4 B2Gnow Test Vendor 6 B2Gnow Test Vendor 7 B2Gnow Test Vendor 8 B2Gnow Test Vendor 9 B2Gnow Test Vendor 99 B2Gnow Training Vendor Sprinkles Car Wash DBA B2Gnow Test Vendor 602 325 9277 602 325 9277 602 325 9277 602 325 9277 555 555 5555 602 325 9277 602 325 9277 602 325 9277 123 123 1231 602 32
6. Assigned Vendors 14 vendors View Vendors Get Vendors Notification Type Neither Change Notification amp Posting Scheduled Notice Date 10 9 2012 this is also the date the Change outresch campsign is posted on the Outreach Bulletin Bosrd Notice Sent Not Active First Reminder Not active Second Reminder Not active Third Reminder Not active Deactivation Date 10 12 2012 Other Functions Close Outreach Delete Outreach Copy Outreach 6 Update the incomplete settings and then release the campaign Composing your message When composing your message make your information and instructions easy to understand Composing your announcement Generally speaking an announcement is composed of four parts Heading Pitch Fine Print and Directions if applicable Heading List the basics name of event date sponsoring group and location This information appears in the heading of your printed event announcement For example Fourth Annual Business Mingle September 30 Women s Business Council Hopedale MA Pitch Start with an opening paragraph Include the name and date of the event the sponsoring group and the general focus For example On the 30th of September the Women s Business Council is proud to host the Fourth Annual Business Mingle a day of networking socializing and business seminars featuring secrets of the trade Then write your pitch providing event details such as activities meals and speak
7. Campaign Title Test Project DBE Seminar Comments w Enter optional comments to describe the purpose of this outreach campaign This information is not displayed to vendors Outreach Campaign Message Settings Copy Title Houston Admin City of Houston Outreach Campaign Settings Outreach Ownership Anyone in your organization v Outreach Publicity The outreach campaign can be viewed ONLY by selected vendors Viewable by all system vendors PLUS posted on the Public Outreach Bulletin Board for viewing by the public Posted only on the Public Outreach Bulletin Board for viewing by the public Notify vendors by BOTH email and fax Notify vendors only by EMAIL Assigned vendors without a valid email will not be notified Notify vendors only by FAX Assigned vendors without a valid fax number will not be notified Do not notify vendors Assigned vendors will view their notices only within the system or on the Bulletin Board Outreach Dates oilicalian amp Pasting Dake Scheduled for This is also the date the outreach campaign is posted on the Outreach Bulletin Board Active scheduled for Gab Not active First Reminder Active scheduled for Not active Second Reminder Active scheduled for Es Not active E Date outreach campaign will be taken off the Outreach Bulletin Board Spell Check Save Cancel 3 In the Outreach Campaign Message Settings area en
8. In the Vendor List Parameters box complete the following Vendor List Title Enter a title for the list Description Describe the list Vendor List Editing Specify who can edit the list Vendor List Access Specify who can view and use the list Outreach Create Vendor List required entry Vendor List Parameters Vendor List Title Description Vendor List Editing Vendor list can be edited by anyone in your organization Vendor list can be edited only by a designated user currently you Vendor List Access Vendor list can be viewed and used by anyone in your organization Vendor list can be viewed and used only by a designated user currently you Create Vendor List Cancel 3 Click Create Vendor List A list with the basic parameters is created 4 Click Add Vendors Outreach Vendor List Add Vendors Edit Vendor List Parameters Vendor List Title Sample Vendor List 1 Description An example list List Owner Houston Admin List Editing Vendor list can be edited by anyone in your organization List Access Vendor list can be viewed and used by anyone in your organization 5 On the Search Vendors page enter the criteria by which you want to complete the search and then click Search All Matches B2Gnow Support e support b2gnow com Page 5 23 OUTREACH B2GNew 6 At the bottom of the search results page click Add to Vendor List Help amp Tools 2 Listed below are all of the vendors tha
9. Reminder Notice Samedayofevent v Send Thank You Notice After Event y es B2Gnow Support e support b2gnow com Page 5 31 B2GNOQW OUTREACH 5 In the Additional Information box enter any notes or comments you want internal users to view Additional Information is not displayed publicly Additional Information Event Notes Enter additional information about this event for internal use such as feedback action items etc This information is not displayed publicly 6 Click Save and then click OK After you create events users can view and RSVP to them Managing events You view and manage events through the Transactions Event Management page You can access and update event settings and work with the attendance list After an event you should always log attendants for all registrants To view the event list 1 Open the View menu and click Events 2 To edit an event in the Actions column click the Settings hyperlink Transactions Event Management Help amp Tools x Contracts Contract Audits Workforce Audits Concessions Conc Audits Outreach Cert Apps Cert Change Requests Applications Support Messages Events may be available to attend Click the links in the Action column to view information and details of a particular event You can adjust the filters and date range to expand or narrow the list Click Reset Filters to return to the default filters Search New Event From 11 27
10. Some options may be different based on your organization s configuration Page 5 2 B2Gnow Support e support b2gnow com B2GNOQW OUTREACH Editing outreach campaigns Once you create the campaign and specify the basic information the Outreach Management page displays Red text indicates an action needs to be taken You can specify information such as assigning outreach ownership notification methods and delivery dates Use the hyperlinks and tabs to access the areas for which you need to complete campaign information Outreach Management Help amp Tools X Main Settings Content Vendor List Test Project DBE Seminar Outreach incomplete Posting Date Not set Refresh Page Outreach Campaign Information Outreach Campaign Title Test Project DBE Seminar Status Outreach incomplete System Transaction Number 00701955 001 Date Created 9 20 2012 Outreach Alerts Alert 1 Outreach settings have not been completed Complete settings Alert 2 Outreach content has not been completed Enter content Alert 3 No vendors assigned to outreach Get vendors Outreach Campaign Message Settings Message Subject Outreach settings have not been completed Complete settings From Name Outreach settings have not been completed Complete settings From Email Outreach settings have not been completed Complete settings Reply To Email Outreach settings have not been completed Complete settings Outreach Status Settings 8 Actions Statu
11. formatted preview of your message displays on the page From here you can edit the content or view the text version Outreach View Content Main Settings Content Vendor List Test 4 Outreach incomplete Posting Date Not set Edit View Text Version Outreach Campaign Content Disadvantaged Business Seminar Announcement 09 10 2012 The Disadvantaged Business Enterprise Council s first Distinguished Lecturer for the 2012 2013 series will present a seminar on Wednesday October 15 2012 in the Convention Center at 2pm to be followed by a reception in the courtyard Guest Speaker Mary Wollstone Council President CEO of SBE Inc B2Gnow Support e support b2gnow com Page 5 9 B2GNOQW OUTREACH To add vendors 1 Goto the Vendor List tab 2 Click Add Vendors Outreach Vendor List Main Settings Content Vendor List Test 4 Outreach incomplete Posting Date Not set Add Vendors To resort click on column title Refresh Table Clear Filters A Vendor A Contact Email Fax Notice Comment Delete All All gt All All v All M Delete No vendors found Add Vendors 0 0 of 0 records displayed Previous Page lt Page v gt Next Page Records per page 20 e 3 To quickly view and add vendors of all certified or registered firms click Certified Directory or Registered Firms Quick Search Options Click a button to initiate an immediate search Certified Directory Registered
12. the notice visit http www mwdbe com L asp GO 1062 amp TID ABCD MWDBE com Diversity Management System powered by B2Gnow http www MWDBE com Page 5 20 B2Gnow Support e support b2gnow com B2GNOQW OUTREACH Sample Bid Solicitation MWDBE com Outreach Notification Organization B2Gnow Project Summer Food Service Program SFSP Contract and Competitive Bidding Process The Invitation for Bid and Contract used to procure vended meals for the Summer Food Service Program SFSP must be used for all contracts and must be competitively bid if the contract will exceed 10 000 The materials were developed to assist program sponsors in procuring a contract and include required materials and instructions for completing the competitive bid process Included in The Booklet Procurement Procedures Instructions for Completing the Invitation for Bid and Contract Sample Food Specifications Sample Cold Lunch Menus Sample Cold Breakfast Menus Sample Vendor Letter List of Known Vendors Included in The Packet Contracts Grants Loans and Cooperative Agreement Invitation for Bid and Contract Prototype Menu Forms Performance Guidelines Post Contract Award Summary Sheet Required Meal Patterns Schedule A Program Sites A draft copy of the completed Invitation for Bid and Contract the proposed menus and a list of intended vendors must be submitted by April 10 2007 to the Arizona Stat
13. vendors as you need Although there is a per search limit of 5 000 matches this limit does not apply to the number of firms you can add to your campaign To view all vendor lists 1 Open the View menu and then click Vendor Lists 2 Toview a specific list click the View hyperlink for the list Outreach Vendor Lists 1 5of5 records displayed Previous Page Page v gt Next Page Records per page 10 e Refresh List Reset Filters To resort click on column title To filter click on any drop down menu List Title A Number Vendors Owner All e All w Sample Vendor List 1 Houston Admin7 Test Admin User 1 MBE Outreach Houston Admin7 HA Vendors Homa Ashouri Working with vendor lists You can work with and manage your vendor lists by adding or deleting vendors adding the list to an outreach campaign exporting vendor details into a comma separated values csv file editing list settings and copying the vendor list To delete a vendor from a vendor list 1 On the Outreach Vendor List page click the View hyperlink for the list you want to open 2 To delete a specific vendor select the check box for the vendor you want to delete click the Delete button and then click OK Outreach Vendor List Add Vendors Transfer to Outreach Export List Edit Vendor List Parameters Vendor List Title MBE Outreach Description List Owner Houston Admin7 List Editing Vendor list can be edited by anyone in your orga
14. which your vendors receive campaign notifications and the vendors to which you want to send the campaign notifications Creating outreach campaigns To begin creating the campaign you specify basic information such as the campaign title and who can view and edit it However the campaign is incomplete until you edit the campaign settings To create an outreach campaign 1 From the navigation menu click Create 2 Click New Outreach 3 Inthe Outreach Campaign Parameters box select your options Outreach Start required entry Outreach Campaign Parameters Outreach Campaign Title Test Project DBE Seminar Outreach Control Outreach campaign can be viewed and edited by anyone in your organization Outreach campaign can be viewed by anyone BUT edited only by a designated user currently you or an administrator Outreach Publicity The outreach campaign can be viewed ONLY by selected vendors Viewable by all system vendors PLUS posted on the Public Outreach Bulletin Board for viewing by the public Posted only on the Public Outreach Bulletin Board for viewing by the public Once all parts of the outreach campaign have been completed you must Release the outreach campaign to trigger the send out of notifications and posting on the bulletin board if applicable A copy of the outreach notice will be sent to you whenever notices go out Create Outreach Campaign Cancel 4 Click Create Outreach Campaign NOTE
15. you want to send the Campaign Outreach Management Add Vendors to Outreach Campaign required entry Parameters Vendor Count 14 Vendor Contact Type Select a vendor contacttype v Outreach Campaign Select an outreach campaign Comment Label Add Vendors to Outreach Campaign Return 4 From the Outreach Campaign List select the name of the campaign 5 Click Add Vendors to Outreach Campaign and then click OK to confirm you want to add the list to the campaign Page 5 26 B2Gnow Support e support b2gnow com B2GNEW OUTREACH To export vendor details 1 On the Outreach Vendor List page click the View hyperlink for the list you want to open 2 Click Export List The Search Export Vendors page displays Outreach Vendor List Edit Vendor List Parameters MBE Outreach Houston Admin Vendor list can be edited by anyone in your organization Vendor list can be viewed and used by anyone in your organization 3 Selectthe fields you want to export to a csv file click Export Records and then save the file To edit vendor list settings 1 On the Outreach Vendor Lists page click the View hyperlink for the list you want to open 2 Click Edit Vendor List Parameters Outreach Vendor List Help 8 Tools e i ki MBE Outreach Houston Admin Vendor list can be edited by anyone in your organization Vendor list can be viewed and used by anyone in your organization B2
16. 1 If necessary go to the Vendor List tab for the campaign 2 Click the Delete ALL Assigned Vendors button 3 Click OK to verify you want to delete all of the vendors from the campaign Page 5 14 B2Gnow Support e support b2gnow com B2GNOQW OUTREACH Releasing outreach campaigns As you create and edit your outreach campaign the status on the campaign s Main tab changes from Outreach incomplete to Outreach pending release The outreach campaign will not be sent or displayed until you release it To release a campaign 1 If necessary locate and open the campaign 2 Click the release campaign hyperlink Outreach Management Help amp Tools X Main Settings Content Vendor List Test 4 Posting Date 10 8 2012 Refresh Page Outreach Campaign Information A Outreach Campaign Title Status Outreach pending release release campaign System Transaction Number 00702939 001 Date Created 9 24 2012 The first campaign notification will be released on the date you specified in the Outreach Dates area on the Outreach Update Settings tab You can still update the campaign content and vendor lists up to the release date If you no longer want to send the campaign you can change the campaign status by clicking the Reverse Release hyperlink on the Main tab but must do so prior to the release date NOTE Outreach notices are sent by the system every hour on the hour starting at 8am EST Depending on the tim
17. 2012 Tay To 2 2 2013 KL Go 1 2 of 2 records displayed Previous Page Page i v gt Next Page Records per page 20 v Refresh List Reset Filters To resort click on column title To filter click on any drop down menu Status Event A Event Date Type Coordinator AII w All w w All Closed Introduction to the System for Staff 11 29 2012 Training Jessica Van Wert Settings NOpen 9 space s left Introduction to Event Management 12 7 2012 Training Houston Admin7 Attendance 3 To view the list of attendees in the Actions column click the Attendance hyperlink Page 5 32 B2Gnow Support e support b2gnow com B2GNOQW OUTREACH To manage the attendee list 1 On the Transactions Event Management page in the Actions column click the Attendance hyperlink The Event Management Attendance List displays 2 To mark all attendees as having attended the event click Mark All Attended Event Management Attendance List Settings Attendance List Event List Open 9 space s left 12 7 2012 10 00 am Mountain Introduction to Event Management Once the event has finished or during the check in process mark the attendees as attended or no show The day Refresh after the event all attended attendees will receive a Thank You notice if configured Sort By RSVP Date w Attendees currently 1 2 a RSVP Name Organization Email Phone Date kay bossofwords com 12 4 2012 Attended No Show Message Ca
18. 5 9277 222 222 2222 602 325 9277 480 325 9277 602 325 9277 602 325 9288 1 15 of 15 records displayed Page Location Phoenix AZ Phoenix AZ Phoenix FL Phoenix FL Orlando FL Phoenix AZ Phoenix AZ Phoenix AZ Phoenix AZ Phoenix AZ Phoenix AZ Phoenix FL Phoenix AZ Phoenix AK Pasadena CA Actions 20021155 Edit QuickView Contracts Concessions Certs 20051275 Edit QuickView Contracts Concessions Certs 20079187 Edit QuickView Contracts Concessions Certs 20079197 Edit QuickView Contracts Concessions Certs 20033683 Edit QuickView Contracts Concessions Certs 20088859 Edit QuickView Contracts Concessions Certs 20049188 Edit QuickView Contracts Concessions Certs 20018259 Edit QuickView Contracts Concessions Certs 20050068 Edit QuickView Contracts Concessions Certs 20052159 Edit QuickView Contracts Concessions Certs 20050069 Edit QuickView Contracts Concessions Certs 20079186 Edit QuickView Contracts Concessions Certs 20072869 Edit QuickView Contracts Concessions Certs 20067789 Edit QuickView Contracts Concessions Certs 20128754 Edit QuickView Contracts Concessions Certs vv Search Again Add New Vendor Coos TD Add to Vendor List Export Message Selecta vendor contacttype v Contacts GO B2Gnow Support e support b2gnow com B2GNOQW OUTREACH 11 On the Outreach Management Add Vendors to Outreach Campaign page select the Vendor Contact Type and Outreach Ca
19. CH To add an attendee RSVP It is sometimes necessary to add an attendee directly to an event 1 On the Transactions Event Management page in the Actions column click the Attendance hyperlink The Event Management Attendance List displays 2 Onthe Event Management Attendance List page click Add Attendee 3 Complete the following First Name Last Enter the attendee s first and last name Organization Enter the name of the attendee s organization Email Enter the attendee s email address Phone Enter the attendee s phone number Confirmation Select to automatically send an email confirmation when the attendee responds to the invitation Event Management Attendance List Settings Attendance List Event List Introduction to Event Management Open 10 space s left 12 7 2012 10 00 am Mountain Once the event has finished or during the check in process mark the attendees as attended or no show The day Refresh after the event all attended attendees will receive a Thank You notice if configured Sort By RSVP Date v Attendees currently 0 Ki Add Attendee Mark All Attended Cancel All RSVPs Message All Attendees Complete required fields and click RSVP for Event to reserve a space First Name Last Organization Email Phone Confirmation d Send email confirmation RSVP for Event Cancel 4 Click RSVP for Event 5 Click OK to confirm you want to add the RSV
20. Event Coordinator Select the name of the person coordinating the event Event Settings Selecteventtype v Event End Time Attendance Limit No additional RSVPs will be accepted after the limit is reached Select User Types w Event will only be viewable by the selected user types Yes v RSVP Cut Off Date KC Event Coordinator Houston Admin In the Notifications box complete the following Send Confirmation Notice After RSVP Specify whether you want to send a confirmation notice to attendees after they RSVP Send First Reminder Notice Specify whether you want to send a reminder notice about the event and then select the number of days prior to the event that you want attendees to receive the reminder Send Second Reminder Notice Specify whether you want to send a second reminder notice about the event and then select the number of days prior to the event that you want attendees to receive the reminder Send Third Reminder Notice Specify whether you want to send a third reminder notice about the event and then select the number of days prior to the event that you want attendees to receive the reminder Send Thank You Notice After Event Specify whether you want to send a thank you notice to attendees after they attend the event Notifications Send Confirmation Notice After RSVP Send First Reminder Notice 7days before event v Send Second Reminder Notice 3days before event Send Third
21. Firms NOTE Buttons displayed will be based on your organization s configuration 4 To search for vendors using general search fields in the Search Parameters area enter or select the fields by which you want to filter your search Search Parameters Business Name DBA Contact Person City A U S States Provinces Canadian Provinces State Province w or w U S Zip Code Canadian Postal Code Zip Code Postal Code Phone Area Code NAICS Code Business Description Page 5 10 B2Gnow Support e support b2gnow com B2GNOQW OUTREACH 5 To search for vendors with specific certification information in the Certification Parameters area enter or select the fields by which you want to filter your search Certification Parameters Certifications Match ANY certification type selected below e City of Houston Airport Concessionaire Disadvantaged Business Enterprise ACDBE Select all Unselect all Minority Business Enterprise MBE Minority Disadvantaged Business Enterprise M DBE Small Business Enterprise SBE Women Disadvantaged Business Enterprise W DBE Women Business Enterprise WBE Disadvantaged Business Enterprise DBE Persons with Disabilities Business Enterprise PDBE 0O 0O O O O O All actions v Certified Active Optional Process Step Optional Date Range SS to ES d ier F Limit expiring expired w out pending applic search filter to same certification type F Use ORIGINAL renewal
22. Gnow Support e support b2gnow com Page 5 27 B2GNOQW OUTREACH 3 Editthe settings and then click Save Changes Outreach Vendor List Add Vendors Transfer to Outreach Export List Edit Vendor List Parameters required entry Vendor List Parameters Vendor List Title MBE Outreach 12 31 12 Description List Owner v List Editing Q Vendor list can be edited by anyone in your organization Vendor list can be edited only by the list owner List Access Vendor list can be viewed and used by anyone in your organization Vendor list can be viewed and used only by the list owner Save changes D __Cancel_ To copy a vendor list 1 On the Outreach Vendor Lists page click the View hyperlink for the list you want to open 2 Click Copy Vendor List The Outreach Create Vendor List page displays 20052159 B2Gnow Test Vendor 7 User List 20187169 B2Gnow Test Vendor 73 User List 20050069 B2Gnow Test Vendor 8 User List 20079186 B2Gnow Test Vendor 9 User m List a 20072869 B2Gnow Test Vendor 99 User A List 20128754 Sprinkles Car Wash User 1 13 of 13 records displayed Previous Page lt Page 1 v gt Next Page Records per page 20 e Copy Vendor List Delete ALL Assigned Vendors Delete Vendor List Page 5 28 B2Gnow Support e support b2gnow com B2GNEW OUTREACH 3 In the Vendor List Copy Options box select Copy Vendors Contacts Outreach Create Vendor List
23. P and then click OK again Page 5 34 B2Gnow Support e support b2gnow com B2GNOQW OUTREACH To add notes about the event 1 On the Transactions Event Management page in the Actions column click the Setting hyperlink The Event Management Edit Event page displays 2 Inthe Additional Information box enter any event notes This information is not displayed publicly Additional Information Event Notes Enter additional information about this event for internal use such as feedback action items etc This information is not displayed publicly B2Gnow Support e support b2gnow com Page 5 35
24. Seminar Announcement 09 10 2012 The Disadvantaged Business Enterprise Council s first Distinguished Lecturer for the 2012 2013 series will present a seminar on Wednesday October 15 2012 in the Convention Center at 2pm to be followed by a reception in the courtyard Guest Speaker Mary Wollstone Council President CEO of SBE Inc 10 To attach files click the Attach Files button A popup window will display 11 In the Select File area click the Browse button and locate and select the file Attach Files Click the Browse button choose a file from your computer then click Attach File to upload You may only attach files one at a time and the maximum permissable size is 25 0 MB megabytes Spell Check Attach File 12 In the File Title and File Description fields enter the title and description of the file Page 5 8 B2Gnow Support e support b2gnow com B2GNe OUTREACH 13 Click Attach File To include an additional file click Attach Another File and repeat the process You can attach as many files as needed File Details The following file was successfully uploaded Click Return to List to upload more files or manage the uploaded files File Title Summary info txt Filename Summary info txt File Size N A File Description WA Attach Another File Return to List Close Window 14 To close the window click Close Window 15 Click Save amp Return An HTML
25. e Board of Education Dawn Anderson Nutrition Programs 1111 Broadway Houston Houston TX 77003 for approval The Invitation for Bid and Contract package must be approved by AzSBE before you can begin soliciting bids This year the bid materials may be downloaded from the website or you may contact Dawn Anderson at 555 555 5555 or email your request to dawn b2gnow com to receive a copy of the bid materials To view additional information regarding this bid solicitation please log into your account To view the notice visit http www mwdbe com L asp GO 1062 amp TID ABCD MWDBE com Diversity Management System powered by B2Gnow http www MWDBE com B2Gnow Support e support b2gnow com Page 5 21 B2GNOQW OUTREACH Sample Certification Class MWDBE com Outreach Reminder Organization B2Gnow Project Town Government Open House How to Complete the M WBE Certification Class Organized by Department of Small Business Services Division of Economic and Financial Opportunity Get your application right the first time Receive assistance from trained certification counselors on how to complete the M WBE application January 27 2013 6 00 7 30 P M Department of Small Business Services 1111 Broadway Houston Houston TX 77003This workshop is free of charge Who Should Attend The Department of Small Business Services Minority and Women owned Business Enterprise Program M WBE ensures the participation of minority and
26. e Posting Date Not set Edit View Text Version Outreach Campaign Content Content has not been entered Click Edit button B2Gnow Support e support b2gnow com Page 5 5 B2GNEW OUTREACH TIP Page 5 6 In the Outreach Campaign Content area enter the notification content or paste content from an external editor such as Microsoft Word For suggestions on composing messages see Composing your message later in this chapter Outreach Update Content Main Settings Content Vendor List Test 4 Outreach incomplete Posting Date Not set Click Save Draft after uploading __Save Draf Save amp Retum _ Cancel Attach Files files to assign them to the campaign Outreach Campaign Content iElsuce M UA Bit began coja tili a A 1 8 D S B Z Us w EE EE a Ee i Style Format Normal v Font Disadvantaged Business Seminar Announcement 09 10 2012 The Disadvantaged Business Enterprise Council s first Distinguished Lecturer for the 2012 2013 series will present a seminar on Wednesday October 15 2012 in the Convention Center at 2 pm to be followed by a reception in the courtyard Guest Speaker Mary Wollstone Council President CEO of SBC Inc To maximize the size of the edit box click the Maximize the Edit Size icon in the top line of the editor menu Outreach Campaign Content Source ki LI KEE A GE B Z U x x Z f E E Ce
27. e event Event Instructions in Confirmation Enter attendee only information you want to show after a contact accepts the event invitation Event Management Add Event Add information about your event and adjust the default settings as needed This event can edit edited only by the listed Event Coordinator required entry Event Information Event Information Enter information describing the purpose of the event This information is displayed to all users Event Instructions Enter optional instructions for the event directions etc This information is displayed to all users Event Instructions in Confirmation Enter optional restricted instructions for the event special directions login information etc This information is displayed after RSVP and in the confirmation email 3 Inthe Event Settings box complete the following Event Type Select the type of event you want to create Event Date Select the date on which the event will take place Event Start Time Select the time at which the event will start Event End Time Select the time at which the event will end Attendance Limit Specify the maximum number of attendees User Types Specify the types of users who can see the event Page 5 30 B2Gnow Support e support b2gnow com B2GNOQW OUTREACH 4 Require RSVP Specify whether an RSVP is required to attend the event RSVP Cut Off Date Select the latest date on which attendees can RSVP
28. e you release the campaign you will usually have up to one hour to reverse the release Once the campaign is sent out it cannot be reversed Outreach campaigns set for release on a later date will be sent out in the first batch of the day 8am EST B2Gnow Support e support b2gnow com Page 5 15 B2GNew Copying outreach campaigns OUTREACH If you need to create a similar campaign to one you already created you can copy the existing campaign instead of creating a new one When copying a campaign you can specify which settings you want to retain such as the vendor list or the campaign settings To copy a campaign 1 Locate and open the campaign you want to copy 2 Click the Copy Outreach hyperlink Outreach Status Settings amp Actions Outreach Control Outreach Publicity Assigned Vendors Status Outreach campaign can be edited by anyone in your organization The outreach campaign can be viewed ONLY by selected vendors 14 vendors Actions Change Change View Vendors Get Vendors Notification Type Neither Change Notification amp Posting Scheduled Notice Date 10 9 2012 this is also the date the Change outresch campsign is posted on the Outreach Bulletin Board Notice Sent Not Active First Reminder Not active Second Reminder Not active Third Reminder Not active Deactivation Date 10 12 2012 Other Functions Close Outreach Delete Outreac In the Outreach Campaign Title field update the campaign ti
29. ers The Fine Print Enter the specifics People want to know e When the site opens and closes e How much it costs if applicable e How to make reservations e Any other important information Directions Give directions from reasonable points including exit numbers and highway names compass directions Take exit 32 east W Main St Millbury landmarks Turn right after the Dairy Queen but use them in addition to not in place of street names and numbers and mileage from one point to another Follow Rte 32 for three miles then left onto Jones Rd B2Gnow Support e support b2gnow com Page 5 17 B2GNOQW OUTREACH Sample messages The following are sample messages Please note that the events posted are fictional events Samples are what the vendors would view in their email Sample Open House MWDBE com Outreach Notification Organization B2Gnow Project Town Government Open House Town Government Open House Begins Tuesday October 10 at 7 00 PM Morse Institute Library 2013 Town Government Open House The public is invited to a Town Government Open House on Tuesday October 10 at 7pm at the Town Library lower level This event will provide an opportunity for citizens to meet representatives of many of the Town s boards and committees including their Town Meeting Members to better understand what they do and to explore volunteer opportunities The Open House is sponsored by the Town Board of Select
30. expiration date for expiring expired search filter None selected v No category selected or No capability selected 6 To search for vendors of a specific ethnicity gender or status or by a specific DUNS FEIN Tax ID or system vendor number in the Advanced Search Parameters area enter or select the fields by which you want to filter your search Advanced Search Parameters Ethnicity All Gender All X Vendor Status Currently registered Sie Visit Select Option a site visit between Eal and mmidaiyyyy for any purpose Local Business E DUNS Number FEIN Tax ID Number System Vendor Number 7 To search for vendors by reference number or by site list or concessionaire status in the Additional Vendor Fields area enter or select the fields by which you want to filter your search Additional Vendor Fields Vendor Reference Number Site Visit None selected e Concessionaire List None selected e B2Gnow Support e support b2gnow com Page 5 11 B2GNew Page 5 12 OUTREACH 8 Search for vendors by district or category in the Additional Certification Fields area enter or select the fields by which you want to filter your search Additional Certification Fields Selection of any certification field below requires certification type s to be selected above Work Districts Regions Selection of any combination below will find firms that have at least one assigned work district region match
31. g basis Each one day session provides hands on instruction The beginning levels are designed for those employees with limited access to the system and intermediate and advance classes will be available to those in Diversity Management and Contract Compliance Offices Who Should Attend All interested Equal Opportunity Purchasing Diversity and Contract Compliance office personnel who have DIRECT access B2Gnow Contract Compliance Software Trainees must commit to immediate practice and utilization following each class in order to derive any benefits from this training All log in information will be given on the first day of the class Dates See our schedule and sign up online at http www mwdbe com Time 9 00 am 4 00 pm Room 494 North Towers Building State Office Pre Registration REQUIRED Supervisors must register participants for B2Gnow Contract Compliance Software training by contacting SD amp T as outlined above Training is limited to 10 participants per class and no one will be admitted without prior approval NOTE DUE TO OVERWHELMING DEMANDS SOFTWARE CLASSES FILL QUICKLY AND WAITING LISTS FORM IF YOU CAN NOT ATTEND A CLASS PLEASE CALL TO CANCEL SO THAT SOMEONE ELSE HAS THE OPPORTUNITY TO FILL THAT SLOT IF YOU DO NOT CALL TO CANCEL YOU WILL NOT BE RESCHEDULED FOR THAT CLASS Please share this information with appropriate staff Refer content questions to any SD amp T Computer Instructor at 800 123 4567 To view
32. ivil rights staff Sterne Division n A e 5 Provides policy advice and guidance to OAs gt Phone 202 366 4648 POLICY AND QUALITY rights programs and requirements CONTROL DIVISION S 35 Reviews and comments on regulations as Directions to DOT _ program gt Directions to Research Sites Handles intake and referral of external civil 6 Return to the edit box in the system and click where the image is to be inserted 7 Right click and select Paste Outreach Campaign Content E Source MUA Bit SBR SS B Z U x 115 12 c e iS Format Normal Iv Font 255 Seminar Announcement iness Enterprise Council s first Distinguished Lecturer for the 2012 2013 series will present a seminar on Wednesday October 15 2012 in the Convention Center at 2pm to be followed by a reception in the courtyard Guest Speaker Mary Wollstone Council President CEO of SBE Inc 8 Click Allow access on any popup warnings Do you want to allow this webpage to access your Clipboard If you allow this the webpage can access the Clipboard and read information that you ve cut or copied recently Allow access Don t allow B2Gnow Support e support b2gnow com Page 5 7 B2GNoEW OUTREACH 9 The image will appear Outreach Campaign Content iElsue HOUMG t Seeler oja CIR a D IB ZOU ae x s jj IS e a E iagiM ec Style gt Format Normal __ Font Arial _ r sze FEB W Disadvantaged Business
33. men and the Town Chapter of the League of Women Voters The LWV is an independent organization promoting citizen participation in government Town Meeting Members as well as chairs and members of the Town s elected and appointed boards commissions and committees are encouraged to attend and to submit information in advance that will be provided to attendees This may be done by completing a form at http www ourtown org openhouse Business owners interested in doing business with Town are also encouraged to register and attend They may register at http ourtown org OpenHouse For more information please call the Selectmen s office at 555 555 5555 or contact the LWV at openhouse ourtown org To view the notice visit http www mwdbe com L asp GO 1062 amp TID ABCD To view all notices visit http www mwdbe com L asp GO 1061 amp TID ABCD MWDBE com Diversity Management System powered by B2Gnow http www MWDBE com Sample Conference Sponsorship MWDBE com Outreach Notification Organization B2Gnow Project MWDBE Conference Sponsorship Info 2013 MWDBE Annual Conference Sponsorship Information Why Should You Be A Sponsor Conference sponsorship is a way to showcase your organization s technologies products and services to substance abuse professionals managers staff and decision makers Sponsorship creates exposure for your organization provides an opportunity to broaden your contact with substance abuse pr
34. mpaign and then enter a comment if necessary such as Construction DBE Expired Outreach Management Add Vendors to Outreach Campaign required entry Parameters Vendor Count 15 Vendor Contact Type General Outreach Campaign Test4 Comment Label Add Vendors to Outreach Campaign Return NOTE Use a comment label that describes the type of search you ran This differentiates vendors added from multiple searches 12 Click Add Vendors to Outreach Campaign and then click OK to verify you want to add the vendors to the selected outreach campaign The Outreach Management Vendors Added to Outreach page displays 13 To return to the campaign click View Outreach Summary Outreach Management Vendors Added to Outreach Main Settings Content Vendor List Test 4 Outreach incomplete Posting Date Not set View Outreach Summary View Outreach Vendor List Add More Vendors Submit Feedback You can repeat this process to search and add as many sets of vendors as you need Although there is a per search limit of 5 000 matches this limit does not apply to the number of firms you can add to your campaign The vendor list can be sorted and filtered B2Gnow Support e support b2gnow com Page 5 13 B2GNOQW OUTREACH To sort or filter the campaign vendor list 1 If necessary go to the Vendor List tab for the campaign 2 Click a column heard to sort use a drop down menu to filter Outreach Vendor Li
35. ncel Add Attendee Mark All Attended Cancel All RSVPs Message All Attendees 3 To cancel all RSVPs click Cancel All RSVPs and then click OK Actions 1 Kay Park BoW Inc To manage a specific attendee 1 On the Transactions Event Management page in the Actions column click the Attendance hyperlink The Event Management Attendance List displays 2 To mark the attendee as having attended the event click the Attended hyperlink for the attendee Event Management Attendance List Settings Attendance List Event List Open 9 space s left 12 7 2012 10 00 am Mountain Introduction to Event Management Once the event has finished or during the check in process mark the attendees as attended or no show The day Refresh after the event all attended attendees will receive a Thank You notice if configured Sort By RSVP Date w Attendees currently 1 P Actions Name Organization Email Phone Date 1 Kay Park BoW Inc kay bossofwords com 12 4 2012 Attended No Show ste Cancel Add Attendee Mark All Attended Cancel All RSVPs Message All Attendees To mark the attendee as not having attended the event click No Show To cancel the RSVP click Cancel and then click OK 5 Tosendamessage to the attendee click the attendee s name or the Message hyperlink complete the fields click Review Next and then click Send MN B2Gnow Support e support b2gnow com Page 5 33 B2GNOQW OUTREA
36. nization List Access Vendor list can be viewed and used by anyone in your organization Refresh Table Clear Filters To resort click on column title System Vendor A Vendor A Comment Actions All i Delete 20079187 B2Gnow Test Vendor 10 20079197 B2Gnow Test Vendor 11 20033683 B2Gnow Test Vendor 2 B2Gnow Support e support b2gnow com Page 5 25 B2GNOQW OUTREACH 3 To delete the entire list click Delete ALL Assigned Vendors click OK and then click OK again 20187169 B2Gnow Test Vendor 73 20050069 B2Gnow Test Vendor 8 20079186 B2Gnow Test Vendor 9 20072869 B2Gnow Test Vendor 99 20128754 Sprinkles Car Wash 1 14 of 14 records displayed Previous Page lt Page 1 v gt Next Page Records perpage 20 Copy Vendor List Delete ALL Assigned Vendors Delete Vendor List To add a vendor list to an outreach campaign 1 On the Outreach Vendor List page click the View hyperlink for the list you want to open 2 Click Transfer to Outreach and then click OK to confirm you want to add the vendors in the selected list to a campaign The Outreach Management Add Vendors to Outreach Campaign page displays Outreach Vendor List Export List Edit Vendor List Parameters MBE Outreach Houston Admin7 Vendor list can be edited by anyone in your organization List Access Vendor list can be viewed and used by anyone in your organization 3 From the Vendor Contact Type list select the contact to which
37. ofessionals allows you to promote your message and services with these professionals and assists you in increasing your awareness of new trends and Page 5 18 B2Gnow Support e support b2gnow com B2GNOQW OUTREACH pressing concerns in the Illinois addictions field Expected Attendance 250 300 Conference Sponsorship Organizations wanting to become a Sponsor have numerous price ranges and options from which to choose The following descriptions are designed to provide you with the information you need to allow your organization to choose your desired level of involvement and exposure to attendees of the MWDBE Conference The following sponsorship opportunities are available Co Host MWDBE Member 5 000 Nonmember 7 500 Conference Sponsor MWDBE Member 1 500 Nonmember 2 000 Activity Sponsor For organizations wishing to target a specific day materials or social event during the conference activity sponsorship provides an attractive option This allows your organization to choose your desired level of involvement and exposure to attendees at the MWDBE Conference One key reason why attendees come to the MWDBE Conference is to network and establish contact with other professionals in the field so social events such as the Awards Reception Luncheons and Breaks are very well attended Breaks Choose Monday morning Monday afternoon Tuesday morning Tuesday afternoon or Wednesday morning Sole Sponsor 500 Co Sponsor 300
38. ribution and event attendance Components include e Outreach Management rapid distribution of information to many contacts e Vendor List creation and management of vendor lists for specific activities e Event Management hosting of onsite or online events and attendee registration The Power of Outreach Management Your organization is having an event to target a specific group of vendors such as certified WBEs or Seminars DBEs in your area How do you get Bid solicitations the message to them How do you Classes training compose your mailing list How sessions many hours do you take to Conferences compose create a mail merge Gener print collate stuff envelopes and announcements mail your announcement Open houses With the Outreach Module you can Certification outreach create an Outreach Campaign in Announcement minutes drastically cutting the time regarding a contract required to manage the process News and updates B2Gnow Support e support b2gnow com Comprehensive vendor search Control visible information Send reminders Post notice to Bulletin Board Revise and add toa notice instantly No mail merge printing or postage Easily add edit vendors on the list Page 5 1 B2GNOQW OUTREACH Creating and editing outreach campaigns The Outreach module lets you easily communicate with your vendors You specify all the details for your campaign such as the campaign message the frequency with
39. s Outreach Control Outreach campaign can be edited by anyone in your organization Outreach Publicity The outreach campaign can be viewed ONLY by selected vendors Other Settings Not completed Other Functions Close Outreach Delete Outreach Copy Outreach Main tab Displays the current status for each area of the campaign and lets you quickly access sections Settings tab Displays the current information associated with the campaign settings Enter edit or select settings for the campaign information the campaign message such as the message subject and the email address you want to use the campaign settings such as who can view the campaign information and how vendors will receive the message and the dates on which the message and reminders if any will be sent Content tab Lets you enter and edit the campaign content and view it as vendors will view it as HTML formatted content or text content Vendor List tab Lets you build and view your vendor list You begin by entering the search parameters and then add vendors to your list B2Gnow Support e support b2gnow com Page 5 3 B2GNe OUTREACH To edit campaign settings 1 Go to the Settings tab 2 In the Outreach Campaign Information area edit or enter campaign details Outreach Update Settings Main Settings Content Vendor List Test Project DBE Seminar Outreach incomplete Posting Date Not set required entry Outreach Campaign Information Outreach
40. st Main Settings Content Vendor List Test 4 Outreach incomplete Posting Date Not set Add Vendors Delete ALL Assigned Vendors To resort click on column title Refresh Table Clear Filters A Vendor A Contact Email Fax Notice All All AI HAN HAN x Delete ASKREPLY INC Justin Talbot Stern B2Gnow Test 6 Test Vendor6 B2Gnow Test Vendor 10 Test User B2Gnow Test Vendor 11 Test User To delete a vendor 1 If necessary go to the Vendor List tab for the campaign 2 In the Delete column select the check box for the vendor you want to delete 3 Click the Delete button and then click OK to verify you want to delete the vendor from the campaign To delete all vendors on the page 1 If necessary go to the Vendor List tab for the campaign 2 Select the check box to the left of the Delete button and then click Delete Outreach Vendor List Main Settings Content Vendor List MBE Outreach Q22013 Outreach incomplete Posting Date Not set Add Vendors Delete ALL Assigned Vendors To resort click on column title Refresh Table Clear Filters A Vendor A Contact Email Fax Notice Comment Delete AI gt AI gt AI w All w Al T Delete B2Gnow Test Vendor 10 Test User B2Gnow Test Vendor li Test User B2Gnow Test Vendor 2 Dawn Anderson e 3 Click OK to verify you want to delete the selected vendors from the campaign To delete all vendors assigned to the campaign
41. t match your search criteria Use the sort and filter functions of the table to reduce the size of the list You can view more listings by using the navigation line at the bottom of the table Search Vendors Users Vendors Contracts Concessions Outreach To resort click on column title Business Name Phone Number Location Actions All v ASKREPLY INC DBA B2GNOW B2Gnow Test 6 B2Gnow Test Vendor 10 B2Gnow Test Vendor 11 B2Gnow Test Vendor 2 DBA Cool Beans B2Gnow Test Vendor 24 B2Gnow Test Vendor 3 B2Gnow Test Vendor 4 B2Gnow Test Vendor 6 B2Gnow Test Vendor 7 B2Gnow Test Vendor 73 B2Gnow Test Vendor 8 B2Gnow Test Vendor 9 B2Gnow Test Vendor 99 B2Gnow Training Vendor Sprinkles Car Wash DBA B2Gnow Test Vendor 602 325 9277 602 325 9277 602 325 9277 602 325 9277 555 555 5555 602 325 9277 602 325 9277 602 325 9277 123 123 1231 602 325 9277 888 555 1234 222 222 2222 602 325 9277 480 325 9277 602 325 9277 602 325 9288 Phoenix AZ Phoenix AZ Phoenix FL Phoenix FL Orlando FL Phoenix AZ Phoenix AZ Phoenix AZ Phoenix AZ Phoenix AZ New York NY Phoenix AZ Phoenix FL Phoenix AZ Phoenix AK Pasadena CA 20021155 Edit QuickView Contracts Concessions Certs 20051275 Edit QuickView Contracts Concessions Certs 20079187 Edit QuickView Contracts Concessions Certs 20079197 Edit QuickView Contracts Concessions Certs 20033683 Edit QuickVie
42. ter or edit the subject and email details NOTE The message title is the email subject the recipient sees The outreach title is the label displayed to the user when searching for campaigns Page 5 4 B2Gnow Support e support b2gnow com B2GNOQW OUTREACH 4 Inthe Outreach Campaign Settings area specify your options Outreach Ownership The campaign owner Outreach Publicity Viewing options for vendors Notification Types The way in which you want vendors to receive notifications Email sends the notice to the recipient email address as listed in the system Fax sends the notice to the vendor s fax number as listed in the system Bulletin Board lets vendors view the notification when they are logged in to the system NOTE Fax notices require the activation of the fax service The Bulletin Board option can be limited to only firms on your project or open to any vendor in the system to view Your agency may also have a public Bulletin Board for anyone to view the outreach campaign without logging in 5 Inthe Outreach Dates area schedule the dates and times on which to send the notification and each reminder if any You can send up to three reminders Each reminder contains the same content as the original message 6 Click Save and then click OK To enter campaign content 1 Goto the Content tab 2 Click the Edit button Outreach View Content Main Settings Content Vendor List Test 4 Outreach incomplet
43. tle to something new 4 In the Campaign Copy Options area select the items you want to copy to the new Campaign n required entry Outreach Campaign Parameters Update the title ofthis campaign Outreach Campaign Title Tae Outreach campaign can be viewed and edited by anyone in your organization Outreach campaign can be viewed by anyone BUT edited only by a designated user currently you or an administrator The outreach campaign can be viewed ONLY by selected vendors Viewable by all system vendors PLUS posted on the Public Outreach Bulletin Board for viewing by the public Posted only on the Public Outreach Bulletin Board for viewing by the public Select at least one copy option Copy Settings Copy Content including file attachments Copy Vendors Contacts Once all parts of the outreach campaign have been completed you must Release the outreach campaign to trigger the send out of notifications and posting on the bulletin board if applicable A copy of the outreach notice will be sent to you whenever notices go out Create Outreach Campaign Cancel Page 5 16 B2Gnow Support support b2gnow com B2GNOQW OUTREACH 5 Click Create Outreach Campaign Outreach Status Settings 8 Actions Status Actions Outreach Control Outreach campaign can be edited by anyone in your organization Change Outreach Publicity The outreach campaign can be viewed ONLY by selected vendors Change
44. w Contracts Concessions Certs 20088859 Edit QuickView Contracts Concessions Certs 20049188 Edit QuickView Contracts Concessions Certs 20018259 Edit QuickView Contracts Concessions Certs 20050068 Edit QuickView Contracts Concessions Certs 20052159 Edit QuickView Contracts Concessions Certs 20187169 Edit QuickView Contracts Concessions Certs 20050069 Edit QuickView Contracts Concessions Certs 20079186 Edit QuickView Contracts Concessions Certs 20072869 Edit QuickView Contracts Concessions Certs 20067789 Edit QuickView Contracts Concessions Certs 20128754 Edit QuickView Contracts Concessions Certs 1 16 of 16 records displayed Page 1 v Search Again Add New Vendor Add to Outreach Add to Vendor List Export 7 Click OK to confirm you want to add the vendors to the vendor list 8 On the Outreach Add Vendors to Vendor List page select the name of the list to which you want to add vendors click Add Vendors to Vendor List and then click OK Help 8 Tools Xi Outreach Add Vendors to Vendor List required entry Parameters Vendor Count 16 Vendor List Select a vendor list e Comment Label Add Vendors to Vendor List Return NOTE Use a comment label that describes the type of search you ran This will differentiate vendors added from multiple searches Page 5 24 B2Gnow Support e support b2gnow com B2GNOQW OUTREACH You can repeat this process to search and add as many sets of
45. women owned businesses in the procurement process Firms that have been in business for more than one year and are at least 51 percent owned by a minority or woman are eligible for certification Under Local Law 129 of 2005 City buyers are held accountable for specific purchasing goals from City certified M WBE vendors Prime contractors are also asked to meet certain M WBE goals in their subcontracting All certified M WBES have access to free counseling and seminars to help them access City contracting opportunities and are listed in a searchable public online directory that is used by purchasing officers and contracting agencies to find the goods and services they need Access info about the M WBE program including downloadable applications at http www mwdbe com getcertified Additional Information Telephone 555 555 5555 To view the notice visit http www mwdbe com L asp G0 1062 amp TID ABCD MWDBE com Diversity Management System powered by B2Gnow http www MWDBE com Page 5 22 B2Gnow Support e support b2gnow com B2GNOQW OUTREACH Creating Vendor Lists If you expect to send multiple outreach campaigns to the same vendor lists or would like to create lists for other staff to use you can create them for easy access You create the list specifying list settings such as who can view the list and then you add vendors to the list To create a vendor list 1 Open the Create menu and then click New Vendor List 2
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