VIP MARKETPLACE Marketplace User Manual... · Upload as many capability statements as needed Upload...

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VIP MARKETPLACE

User Manual

Dated: September 30, 2017

Table of Contents

How to register my company…………………………………………………………2

What each button is/does………………………………………………………….….7

Company Profile – How to update, edit/modify ………….…………………9

How to upload a Capability Statement………………………………………….13

How to search for VIP Grads………………………………………………………….15

How to add additional Users…………………………………………………………19

How to post an Opportunity – Business opportunities…………………..26

How to post a Forum………………………………………………………..…………..28

This is the MOST important section of the system

****This is very critical because this is the ONLY way Large Primes

and Government search, and if your company profile is incomplete

you may miss out on Opportunites****

Please pay careful attention because this is where you will complete

the key information about your company, such as;

Company narrative

Socio economic status

Industry(s)

Certifications

Capability Statements

Contract Vehicles you are either the Prime or a Sub

NAICS Codes

Security clearance

Facility Clearance

Clients

How to Register my Company

You will receive an email from the VIP Marketplace with a link

that will take you to a registration page

Click on this & then choose which type of Organization you are

Here are the options to choose from

Keep this overview Keyword driven for best results

****VERY IMPORTANT****

The PRIMARY Contact Person displayed for your company

will be the FIRST person that registers your company.

**Requires Tech support to change**

If you will instruct someone else to complete your company

profile then instruct them to use your contact information.

We HIGHLY recommend that the PRIMARY contact be

someone who is the owner, partner, board member, etc.

because this contact information is fixed and requires

technical support to change it. This contact information will

be displayed on your company profile.

The reason for this measure is that if that contact person is

no longer with your company they can change the

information for our company and this can adversely affect

your company. That is why we recommend a person who is

not likely to change.

ONLY use numbers with spaces, commas or colons (no text)

Choose as many from down menu as apply to your company

Choose as many from down menu as apply to your company. If you have a contract vehicle that is not on the list, Then click “Other” and a text box will appear for you to enter the Contract vehicle

Identify the specific Contract type, i.e. GSA Schedule 70, GSA Schedule 35, SEWP V, etc.

Examples are CMMI, ISO 9001, MSCE, DBE, PMP, etc.

Please use Acronyms if applicable. Examples are DHS, VA, Army, OPM, etc.

Click to save

The more complete your company profile is, the better

your chances to be found by Large Primes, Government as

well as VIP graduates looking for teaming partners.

This is where we will show you the key screens that you will be using to complete

your company profile.

There are 2 dashboard screens that allow you to control all the key information about

your company and your company profile.

You will have the ability to do the following;

Update, edit or modify your company profile

Upload as many capability statements as needed

Upload your Company Logo

Upload any important documents such as certificates, awards, etc.

Add as many users of your company as you want (unlimited)

Search the VIP database for other VIP graduate companies

Search for Opportunities posted by either

o Large Primes,

o Government or

o Other VIP graduates

Search the calendar of events for upcoming events

Comment on any posting in the system

Continue to the next page for screenshots and the key items

What each button does

Takes you to your personal profile

Takes you to VIP Directory

Send Notifications to all your users

Manage all your Company(s) & Group(s) here

Manage all your Users. Invite & Add New Users

Manage all your Sub Groups/Divisions

Manage all your Forum posts

Manage all your Opportunity Posts

Manage all your Documents, Certificates, etc.

Manage all your Capability Statements

Send emails to all of your users Change Company Logo

This is Your Company(s) profile page

Takes to your Company profile

Will take you to your company profile page

Will take you to your personal profile page

Will take you to edit your company profile page

Once again, this is the MOST important section of the system, so please pay

carefeul attention because this is where you will update or edit the key

information about your company, such as; (things change with your company

and this is where you change it)

Socio economic

Industry

Certifications

Capability Statements

Contract Vehicles you have

Company narrative, etc.

After you log in, this will be the first screen you will see

This screen is the person who has the role to be a MANAGER of the company

Company Profile

How to UPDATE, EDIT/MODIFY

The next screen will be the home page for your

Company Profile (below)

This is the screen where you can control your entire company profile.

This is where you need to go if some information needs to be updated or

changed about your company.

The next page will show you the screenshots and how to update your company

profile and with what information.

Edit Your Company profile

Company Profile

The Contact will be the first person that registers the

group, company or organization and requires tech

support to change. This is a security feature

Company Name

Choose the ONE that best describes your company from the drop down list

Company Profile

Keep this overview Keyword driven for best results

ONLY use numbers (no text) with spaces, commas or colons

Choose as many from down menu as apply to your company. If you have a contract vehicle that is not on the list, Then click “Other” and a text box will appear for you to enter the Contract vehicle

Company Profile

Identify the specific Contract type, i.e. GSA Schedule 70, GSA Schedule 35, SEWP V, etc.

This is the end of the “How to Update, Edit/Modify your company Profile”

Clients – Acronyms ONLY

Examples are CMMI, ISO 9001, MSCE, DBE, PMP, etc.

Company Profile

This is where you will upload your Capability Statement(s)

Capability Statements are included in keyword searches

How to Upload a Capability Statement

Click here to upload a Capability Statement

Acceptable file types are .doc or .pdf

How to Upload a Capability Statement

Click Here

The name of the capability statement will be the file name

You can upload an unlimited number of Capability statements

Click here to find your file

This is the primary and key function for the system.

This is where you will learn how to use the system to search for VIP graduate

companies

for partnering, teaming or just trying to find someone you know.

How to Search for VIP graduate companies

The following pages will show you how to use this page

You MUST be logged in order to search the VIP member database

Click here to go to the VIP Marketplace search page

You can also get to the VIP Directory at any time from “My dashboard”

Keyword search will search the entire Company Profile including the Capability Statement(s)

Will display ICON ONLY if a Capability Statement is uploaded

These are the Column headers for the search table above

When you click “Customize View” The Pop up Box below will display And

You get to choose which information you want to display for your search

When you click on the ICON for Capability Statement the Pop up Box below will display

And You get to the Capability Statement without leaving

the page

Easily close the Capability statement pop box and you are returned to the search results page to view other

Capability statements

This is using the Filter by feature

Click on the button to expand selection

You can choose as many check boxes as you want

Every time you choose a checkbox the search results will

update automatically

Click to clear ONLY this filter section

The purpose of these filters is to help you get to your desired result as quickly and as easily as possible.

You can always add more filters to minimize your

results, or you can remove filters to expand your results.

There are several filters to use for searching and quickly displaying the desired results.

This is from your Company profile

Capability Statements can be either viewed right here or

Downloaded

This is what people will see when they click on your Company Name in the search results

This section will show you how to add additional users

from your company

Users you might like to add to your company;

Business Development Manager

Executive Director

Sales Manager

Executive Assistant, etc.

What Users can do and the Roles you can give them;

MANAGER – This role allows for;

o Editing the Company profile

o Adding additional company Users

o Uploading Capability Statements

o Posting Opportunities

o Adding Groups

VIEWER – This role;

o Has NO control on the company

o Will only receive notifications if your

company posts anything

o Will be able to comment on any posts

o Will be able to have access and search

the VIP graduate database

How to add additional Users from your Company

Click here You can have UNLIMITED Users

Click here to add additional users from your company

How to add additional Users from your Company

New Users will get an email with login instructions

MANAGER* – See description VIEWER* – See description

Role Name descriptions *MANAGER - This role allows for;

Editing the Company Profile

Adding company users

Uploading Capability Statements

Posting Opportunities

Adding Groups

*VIEWER – This Role

Has NO control on the company

Will receive notifications of any postings

Will be able to search for VIP Graduates

Will be able to comments on any posts

This is where you would post a Business Opportunity

How to Post an Opportunity

Click here

Click to SAVE the opportunity Posting

Complete the fields

These are all the Companies that match the posting. The posting will match against;

The company description and Profile details entered by VIP Graduate

Click to Display all Companies that match the Opportunity you are posting. For Example – Socio economic, Contract Vehicle, certifications, etc.

Click to send email to all companies that match the posting

This would be the place to post any questions OR

Share experiences with your fellow graduates

How to Post a Forum

Click for the Forum posting page

Click to add a forum

How to Post a Forum

Choose the Appropriate Category

Enter the title of your forum

Enter your topic content

Click to Save the Forum Posting