Socio-Economic Program (SEP) Certification Registration and Renewal

Similar documents
Supplier Portal Small Business Enterprise & Attachments Sections

Printed Materials Invitation to Qualify (ITQ) How to Submit an ITQ Proposal

UNFPA esupplier Connection

Invoice QuickStart Guide

Supplier Response Guide. Access Supplier Portal to Review and Respond to Bid Opportunities

Page 1 of 11

Supplier Portal. Instruction Manual

Plan Holder Self- Registration List

SUPPLIER TRAINING. SRM SUPPLIER SELF SERVICE (SRM SUS) 23 rd April 2018

Introduction... 2 Prerequisites... 2 Navigation... 2 Home Page... 3 View Receipts... 4 View Invoices... 8 View Payments... 12

Department of General Services ealerts. End User Procedures for the. E-Alerts System. Includes

Created By: Michele Sims Revised July 18, 2013

SRM Training Manual Supplier

Ariba Network Quick Start Guide for Suppliers

Scholastic Oracle Cloud Supplier Portal User Guide

Starting a Form 470. Login to EPC, click FCC Form 470 from the top right menu options

Begin by collecting the following required materials before you start the registration process.

To access the site go to Click Vendor Self Service. Click - Registration

Memphis Light Gas and Water Division s isupplier User Guide

MSEDCL e-tendering Help-Contractor. MSEDCL e-tendering Contractor s Guide

Supplier Self-Registration Small Business Enterprise & Attachments Sections

Register by completing the form, or connecting via your GitHub or Google account.

Part 1 Munis Self- Service Registration

isupplier User Guide

I. CHW Profile.. Page 1 II. Employer Profile Page 12 III. Training Partner/Instructor Profile.. Page 27

Existing Supplier Training and Navigation

New Supplier Training and Navigation

TRAINING GUIDE - REGISTERED SUPPLIER GUIDE Lamprell Energy Limited Procurement and Supply Chain. Version: 1.0

BUYWAYS Receiving Created on 9/26/2014 4:13:00 PM

Last Updated 11/13/15. LM Procure to Pay Quick Reference Guide For Suppliers Using einvoicing

Integrated Procurement Application (IPA)

How to Submit an Electronic Bid (E-Bid)

FAMIS NON-INVENTORY PURCHASING MANUAL

People. Processes. Integrating Globally.

Supplier FAQ s for the isupplier Portal Version Date: May 12, 2016

New Jersey Department of the Treasury Division of Purchase and Property

New Jersey Department of the Treasury Division of Purchase and Property

Scholastic Oracle Cloud Supplier Portal User Guide

FY2016 FCC Form 470 and Competitive Bidding

Re-registering and Adding a New Facility in ReposiTrak

E-RATE PRODUCTIVITY CENTER (EPC)

4-H BC Electronic Registration User Guide

Claims Portal. Updated: 1/25/13. Claims Portal Solely For HealthCare Partners i

MEMBERSHIP SUITE USER GUIDE

UR Procurement Create Receipts Implementation Tenant -

PROCUREMENT GUIDE FOR

BC Timber Sales Supplier s Guide to Browsing TSL Opportunities and e-bidding

Help file for IRDAI Corporate Agents Registration Portal

Sime Darby eprocurement Portal Frequently Asked Questions (FAQs)

DelphiSuppliers.com. Website Instructions

FY2017 FCC Form 470 and Competitive Bidding

Contacts: Nancy Odle Debbie Abell. Procurement Services:

CHA Supplier Portal Training. Department of Procurement and Contracts

SUPPLIERS - SMARTSOURCE QUICK REFERENCE GUIDE

Re-registering in ReposiTrak

Motor Oil Matters (MOM) Installer Online System User Guide

Locating and Responding to a Solicitation

Kroger Supplier Information Management System (SIM) Training Documentation

MyFloridaMarketPlace Vendor Training State of Florida Solicitations

Daman isupplier Portal User Guide. Procurement

ISUPPLIER PORTAL USER MANUAL ADERP VERSION 1.0

Supplier Portal Guide

daa isupplier User Guide

KPC Vendor Guide. Kentucky Purchasing Cooperatives 904 Rose Road Ashland, KY KPC Vendor Response Guide February 2010

Web Entry Users Guide

eirb Training Investigators/Research Coordinators Topics Covered:

SC319 Umoja Solicitations. Umoja Solicitations Version 76 Last Modified: 8-April

HIGH SCHOOL COACH MEMBERSHIP REGISTRATION, RENEWAL & NFHSLEARN.COM CERTIFICATION

imaconnect: Guide to the system

How to Complete Your Online Recertification

IntegraFlex Employee Portal. Simplify your healthcare finances with convenience, online access to your tax-advantaged benefit account

BOULDER IRB era InfoEd Continuing Review

Updated 09/16/2017. LM Procure to Pay Quick Reference Guide For Suppliers Completing a Registration Request

Supplier Contract Management for Agencies Core-CT Finance Upgrade Implementation

Dallas Area Rapid Transit

Water Treatment Chemicals. Sourcing 3.0 Overview October 26, 2011

ADERP ISUPPLIER PORTAL USER MANUAL VERSION 1.2

MyFloridaMarketPlace (MFMP) Information Technology Staff Augmentation Services State Term Contract equote Training

New Jersey Department of the Treasury Division of Purchase and Property

ECONOMIC DISCLOSURE STATEMENT AND AFFIDAVIT (EDS) The web link for the Online EDS is

KPLC SUPPLIER RELATIONSHIP MANAGEMENT USER GUIDE FOR VENDOR REGISTRATION, RFX PARTICIPATION AND PURCHASE ORDER COLLABORATION

SEHA Online Vendor Registration Project

MyFloridaMarketPlace. Sourcing and equote Training Vendors

Responding to a Sourcing Event - MMP Supplier Guide

Supplier Guide How to Get Registered. Quick User Guide

CompTIA Continuing Education (CE) User Guide V13

City of Topeka e-procurement Supplier User Guide

USC Supplier Portal (PO Suppliers)

Federal Vendor Portal & e-invoicing User Guide. January 2018

Table of Contents. CPS Supplier Portal 05 - Self-Service "Admin"

User Guide. Customer Self Service (CSS) Web Application Progress Software Corporation. All rights reserved.

Supplier s Guide to e-bidding with the City

FedEx Office Print Online Corporate

SUPPLIER GUIDE LOCATING AND RESPONDING TO A SOLICITATION. The Commonwealth of Pennsylvania Department of General Services Bureau of Procurement

Instructions for Manufacturer's Agent New Registration. e-file

When Recognition Matters PECB TRAINER CERTIFICATION MANUAL.

Supplier Registration Instructions

BRIGGS & STRATTON SUPPLIER PORTAL USER MANUAL

Intelex Technologies. Supplier 360 System. Supplier User

MAXIMUS Provider Billing Application v.3 Attendance Entry

Transcription:

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.

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

I. Step by step instructions (SEP Certification Registration) 1. Refer to your registration confirmation received via email. 2. Click on the Complete WMATA Certification link imbedded within the email. 3. 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

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

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

5. Click My Certification. 5

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

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

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

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

10. Select the SBLPP checkbox. 10

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

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

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 20785 13

17. Enter comments in the Comments section. 14

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

19. Click the Attach button. 16

20. Click the Browse button. 17

21. Select the document to be uploaded. 18

22. Click the Open button. 19

23. Click the Upload button. 20

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

25. Click the Save Draft button. 22

26. Click the OK button. 23

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

28. Click the Submit Application to WMATA button. 25

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

30. You will receive an e-mail confirming WMATA s receipt of your application. 27

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

II. Step by step instructions (Renew SEP Certification) 32. This is a sample e-mail reminder notification you will receive to continue your eligibility for DBE certification. You will receive e-mail 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 e-mail to access the WMATA Supplier Portal and complete the renewal certification. 29

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

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

38. Click My Certification. 32

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

40. Click the Certification Review tab. 34

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

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

43. Click the SBE checkbox. 37

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

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

46. Click the OK button. 40

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

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

49. Click the Open button. 43

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

51. Click the Close button. 45

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

53. Click the Attach button. 47

54. Click the Browse button. 48

55. Select the document to upload. 49

56. Click the Open button. 50

57. Click the Upload button. 51

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

59. Click the Submit Application to WMATA button. 53

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

61. An e-mail 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