WMATA Supplier Portal€¦ · The office of Procurement and Materials is dedicated ... Current...
Transcript of WMATA Supplier Portal€¦ · The office of Procurement and Materials is dedicated ... Current...
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
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I. Step by step instructions (SEP Certification Registration) Step Action
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.
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Step Action
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.
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Step Action
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.
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Step Action
In this example, you will seek DBE, SBE, and SBLPP certification. 8. Click the DBE option.
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Step Action
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.
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Step Action
11. Click the No option. Note: If you are already certified by DDOT as a DBE vendor, select Yes.
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Step Action
12. Scroll down the menu. 13. Answer the Eligibility Requirements questions presented based on the type of certification selected.
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Step Action
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
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Step Action
18. Use the Associated Documents section to attach any additional documentation you would like to use for communication with the WMATA SEP team.
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Step Action
27. Scroll up and confirm that an Application Number has been assigned to your Application.
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II. Step by step instructions (Renew SEP Certification) Step Action
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.
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Step Action
34. Enter your user ID in the User ID field. 35. Enter your password in the Password field. 36. Click the Sign In button.
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Step Action
39. Your current Certification Type, Certification Number, Certification Start Date and Certification Expiration (if any) are displayed in the Existing WMATA Certification section.
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Step Action
41. The Certification Application section enables you to reapply for the respective Certification Types that you are eligible for.
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Step Action
In this example, you will reapply for both the DBE and SBE certifications. 42. Click the DBE checkbox.
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Step Action
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.
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Step Action
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.
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Step Action
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.
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Step Action
52. Use the Comments section field to enter comments/notes to communicate with the WMATA SEP team.
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Step Action
60. Scroll up and verify that the system assigned a unique Application Number to your application.
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Step Action
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
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