Socio-Economic Program (SEP) Certification Registration and Renewal

Transcription

1 WMATA Supplier Portal The office of Procurement and Materials is dedicated to providing quality goods and services to support WMATA's mission in a professional and ethical manner while striving to exceed customer expectations. The Supplier Portal is designed to conduct business transactions in a secure self-service environment through an internet-based portal for current and potential suppliers. The Supplier Portal will be the single source for all WMATA advertised solicitations. A registered Supplier/Vendor will find the portal a convenient way to access active solicitations, submit bids/proposals/quotes, review Purchase Order (PO) transactions, Acknowledge PO's, provide advance shipment notices, review payments and manage vendor contact information. Socio-Economic Program (SEP) Certification Registration and Renewal WMATA encourages newly registered businesses that are a disadvantaged business enterprise (DBE), small business enterprise (SBE), or small business to apply for WMATA s SEP certification. Current vendors that belong to the SEP program are required to renew their certification yearly.

2 Table of Contents I. STEP BY STEP INSTRUCTIONS (SEP CERTIFICATION REGISTRATION)..2 II. STEP BY STEP INSTRUCTIONS (RENEW SEP CERTIFICATION)..29 1

3 I. Step by step instructions (SEP Certification Registration) 1. Refer to your registration confirmation received via Click on the Complete WMATA Certification link imbedded within the Enter your User ID in the User ID field. 1. Enter your temporary password in the Password field. 2. Click the Sign In button. Note: DO NOT copy and paste your User ID or password into the fields. They must be entered in manually. 2

4 Navigate to the My Certification page. 3.Click the Main Menu dropdown menu. 3

5 4. Clock the Manage Events and Place Bids menu. 4

6 5. Click My Certification. 5

7 If this is the first time you are applying for certification, you will need to add a new value after ensuring your TIN is accurate. 6.Click the Add a New Value tab. 6

8 7. The Certification tab will appear and displays details about the certification application. Note: The application will display additional questions and attachments required depending on the type of SEP certification that you seek. 7

9 In this example, you will seek DBE, SBE, and SBLPP certification. 8. Click the DBE option. 8

10 9. The SBE checkbox will automatically be selected once DBE is selected. Note: You will be eligible for SBE certification if you check the DBE certification checkbox. However, approval for the DBE and SBE programs is independent of each other and subject to approval by WMATA s SEP team. 9

11 10. Select the SBLPP checkbox. 10

12 11. Click the No option. Note: If you are already certified by DDOT as a DBE vendor, select Yes. 11

13 12. Scroll down the menu. 13. Answer the Eligibility Requirements questions presented based on the type of certification selected. 12

14 14. Once all questions have been answered, scroll down to see the list of business forms that will be required to complete the application. 15. Click on the hyperlinks to download each form. 16. Complete the forms and mail to the WMATA SEP team at the following address: Washington Metropolitan Area Transit Authority Attn: DBE Office 8201 Ardwick-Ardmore Road Landover, MD

15 17. Enter comments in the Comments section. 14

16 18. Use the Associated Documents section to attach any additional documentation you would like to use for communication with the WMATA SEP team. 15

17 19. Click the Attach button. 16

18 20. Click the Browse button. 17

19 21. Select the document to be uploaded. 18

20 22. Click the Open button. 19

21 23. Click the Upload button. 20

22 24. Enter a description of the attachment in the Description field. 21

23 25. Click the Save Draft button. 22

24 26. Click the OK button. 23

25 27. Scroll up and confirm that an Application Number has been assigned to your Application. 24

26 28. Click the Submit Application to WMATA button. 25

27 29. Scroll up to the Application Date has been assigned. 26

28 30. You will receive an confirming WMATA s receipt of your application. 27

29 31. Congratulations! You have completed your SEP application. End of Procedure 28

30 II. Step by step instructions (Renew SEP Certification) 32. This is a sample reminder notification you will receive to continue your eligibility for DBE certification. You will receive notifications reminding you to file annual paperwork to continue your DBE and SBE certificate eligibility. These notifications are sent out 90-, 60-, 30- and every day of the last week before your annual review process is due. 33. Follow the Apply for Annual Review link in the to access the WMATA Supplier Portal and complete the renewal certification. 29

31 34. Enter your user ID in the User ID field. 35. Enter your password in the Password field. 36. Click the Sign In button. 30

32 Navigate to the Certification Review page. 37. Click the Main Menu dropdown menu. 31

33 38. Click My Certification. 32

34 39. Your current Certification Type, Certification Number, Certification Start Date and Certification Expiration (if any) are displayed in the Existing WMATA Certification section. 33

35 40. Click the Certification Review tab. 34

36 41. The Certification Application section enables you to reapply for the respective Certification Types that you are eligible for. 35

37 In this example, you will reapply for both the DBE and SBE certifications. 42. Click the DBE checkbox. 36

38 43. Click the SBE checkbox. 37

39 44. Scroll down and answer the questions located under the Eligibility Requirements section. Note: Based on your selection of the types of certification desired, the system will present to you additional questions in the Eligibility Requirements section. Please read and answer them carefully. 38

40 45. Note: Any declaration of changes to your current eligibility status will require you to file for a 'Notice Regarding Change' document. These documents will be available in the Business Forms section of this page after you answer all the Eligibility Requirements questions. 39

41 46. Click the OK button. 40

42 47. The Business Forms section displays links to the 'Notice Regarding Change' or 'No Change Affidavit' depending on your answers in the Eligibility Requirements section. 41

43 48. Scroll down and click on the notice_regarding_change.pdf link. 42

44 49. Click the Open button. 43

45 50. A sample Notice Regarding Change document is displayed here. 44

46 51. Click the Close button. 45

47 52. Use the Comments section field to enter comments/notes to communicate with the WMATA SEP team. 46

48 53. Click the Attach button. 47

49 54. Click the Browse button. 48

50 55. Select the document to upload. 49

51 56. Click the Open button. 50

52 57. Click the Upload button. 51

53 58. Enter a description of the document in the Description field. 52

54 59. Click the Submit Application to WMATA button. 53

55 60. Scroll up and verify that the system assigned a unique Application Number to your application. 54

56 61. An is generated and sent to you to confirm WMATA's receipt of your application. 62. Congratulations! You have successfully completed the Existing SEP Bidder: Application for Recertification topic. You now know how to complete and submit an application to re-register as a SEP vendor. End of Procedure 55