VENDOR VERIFICATION PROCESS INSTRUCTIONS

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1 BASIC INFORMATION DEFINITIONS Company Name: The Legal Name of the Company as found on your w9. First/Last Name: The name of the primary contact person for the Vendor Program. Address: The physical location of the company. Click the Next button to access the next screen. Enter in your company information as required. The fields with a Red border are required. The fields with a Light Grey border are optional. PLEASE NOTE: The information you provide in your application is what is used for the vendor listings. Please make sure these are complete and accurate. Address: The primary contact address that should be used by Property Managers and Board Members to contact the vendor directly or issue work orders. 1

2 COMPANY INFORMATION DEFINITIONS Payment Address: The payment address should be filled in if your checks should be sent to an alternative address other than your contact address listed above. NOTE: If you do not complete the payment address information, all payments will be sent to the contact address. Click the Next button when you are through making your changes. PLEASE NOTE: You may only select a total of 10 specialties. DBA: Please enter in your DBA name if your invoices come with an alternate name other than the Legal Name of your company. Areas of Expertise: You are allowed to select up to 10 categories. These categories are used to list your company in our internal vendor database. 2

3 ADVERTISING INFORMATION Add l categories Color Ads B/W Ads On this tab, you will select the first category (no charge) for your company listing in our Vendor Directory as well as any form of advertising that you wish to purchase. Additional categories selected are charged a nominal fee. Once you select your categories and advertising, the total pricing for your directory listings will be displayed. Once you have completed all your changes, and chosen any advertising or listing options, click the Next button. PLEASE NOTE: If you choose to advertise within the Vendor Directory, please click on the link that explains the requirements for submitting your advertisements to the Vendor Verification Program. Additional required processes: If you have selected to advertise in the Vendor Directory, please submit your advertisement to vp@lmsnet.com in a PDF format according to the specifications of the vendor advertisement form below. 3

4 INSURANCE INFORMATION Will automatically populate company name On the insurance tab, you must complete the information required and review the updated Certificate of Insurance Requirements, then click Next Note: You will not be allowed to proceed to the payment screen until you click the Insurance Requirements button. 4

5 PAYMENT INFORMATION You will be prompted to Finish or Reset your application. When you click the Finish Application button, you will be redirected to a secure PayLease site where you will be provided with your total balance due and will be required to enter in your payment information. If you click the Reset Application button, all changes that you have made will be deleted and you will be redirected to the main application screen. Click Continue to Enter in your payment information. Select your payment method, and click Continue. NOTE: Standard Processing Fees will be absorbed by LMS. If you select the Express Pay option, the additional fees will be included in your payment total. 5

6 Enter in your payment information, and click Submit. NOTE: It is recommended that you keep a copy of your receipt as it may take up to 5 days for your payment information to be confirmed. Once you complete your payment, you can close the screen and you will be offered a chance to review and print a copy of your application. PLEASE NOTE: In order to complete the vendor verification process, you must send in a signed copy of the application. The signed copy can either be ed to vp@lmsnet.com or you can mail it in to: Lieberman Management Services, Inc. Attn: Vendor Verification Program 25 NW Pointe Blvd, Ste. 330 Elk Grove Village, IL