Business Process Procedure

Transcription

1 Title: Purpose Use this procedure to register directly as a new LAUSD supplier/vendor. Trigger A supplier/vendor that is not already an LAUSD supplier/vendor and is interested in doing business with LAUSD must register via LAUSD's page. Prerequisites None. Menu Path Use the following menu path(s) to begin this transaction: The page will be accessible via a link on LAUSD's Procurement's website ( under Vendor esources. Transaction Code OS (self) Helpful Hints xxxx within a document represents a variable which may consist of a name, number, etc. In the field description tables, indicates the action is required, O indicates the action is optional, and C indicates the action is conditional. The following notes maybe used throughout this work instruction: 1/54

2 Title: 2/54

3 Title: Procedure 1. Start the web browser using Internet Explorer and access Los Angeles Unified School District's Procurement Services Division website at Search - Windows Internet Explorer 2. Address and search using Search The Web (privitize) /O/C Example: 3/54

4 Title: Procurement Services Division 3. Click to select link. 4/54

5 Title: Vendors/Contractors esources 4. Click link to start the self registration process. 5/54

6 Title: 5. Employer Identification Number: /O/C 9 digit Employer Identification Number Enter Employer Identification Number or Social Security Number, for example select Employer Identification Number. (Please do not provide hyphens/dashes in EIN/SSN.) Validations are performed against the Taxpayer Identification Number provided to check that it does not already exist in LAUSD's system. 6/54

7 Title: 6. Select the appropriate answer for "Are you 1099 reportable in accordance with IS guidelines: combo box ". 7/54

8 Title: 7. For example, select list item. If "Yes" is selected, IS Form W-9 must be submitted via fax or . 8/54

9 Title: 8. Name of Company / Individual: /O/C Name of the company/individual with 40 character limit Example: Test Company2 9/54

10 Title: 9. ( Extension of Name or DBA ): /O/C Extension Name of the Company with 40 characters limit 10/54

11 Title: 10. Address: /O/C Address of the company with 60 characters limit Example: 333 S Beaudry Ave 11/54

12 Title: 11. Postal Code / City: /O/C 5 Digit Postal Code Example: /54

13 Title: 12. Postal Code / City: /O/C 5 Digit Postal Code Example: Los Angeles 13/54

14 Title: 13. Click and type in the appropriate egion / State text box or Click button State. to search for the appropriate egion / If the button is used for the Country option, this will drive the choices available for egion/state when using the button in that field. 14/54

15 Title: egion (State, Province, County): All Values 14. Select the appropriate line button and... egion (State, Province, County): All Values 15/54

16 Title: 15. Click OK button. Country Key: All Values 16. Select the appropriate line button and... 16/54

17 Title: 17. Click and type in the appropriate Country text box or Click button 17/54 to search for the appropriate Country.

18 Title: Country Key: All Values 18. Click OK button. 18/54

19 Title: 19. Phone Number: /O/C Phone Number/Extension with 10 characters limit Example: Please provide the phone number in the format shown in the example. 19/54

20 Title: 20. Address (Purchasing): /O/C address of purchasing department Example: 20/54

21 Title: 21. Address (Accounting): /O/C address of accounting department The Address (Accounting) field is optional. 21/54

22 Title: 22. If the Payment emittance address is the same as the address given in the previous section then skip the Payment emittance Address section and proceed to the Communication Details section. However, an opportunity is given to provide a payment remittance address during the registration process. 22/54

23 Title: 23. Name of Company: /O/C Name of the emittance Company with 40 characters limit Example: Test Company emittance 2 23/54

24 Title: 24. ( Extension of Name or DBA ): /O/C Extension Name of the Company with 40 characters limit 24/54

25 Title: 25. Address: /O/C Address of the company with 60 characters limit Example: P.O. Box /54

26 Title: 26. Postal Code / City: /O/C 5 Digit Postal Code Example: /54

27 Title: 27. Postal Code / City: /O/C 5 Digit Postal Code Example: Miami 27/54

28 Title: 28. Click button to search for required State. 28/54

29 Title: egion (State, Province, County): All Values 29. Select the appropriate State or click Cancel button to manually enter the State. 29/54

30 Title: 30. egion / State /O/C egion / State Example: FL 30/54

31 Title: 31. Country: /O/C 2 chracters representing the country in which company is located Example: US 31/54

32 Title: 32. First Name: /O/C First Name with 40 characters limit Example: Test Supplier 2 32/54

33 Title: 33. Last Name: /O/C Last Name with 40 characters limit Example: ABC 33/54

34 Title: 34. Select the appropriate Form. Example: Mr.. 34/54

35 Title: 35. Phone Number: /O/C Phone Number/Extension with 10 characters limit Example: /54

36 Title: 36. Fax Number: /O/C Fax Number with 30 characters limit 36/54

37 Title: 37. Address: /O/C Example: An opportunity is provided to identify a specific contact for bidding opportunities. The same address identified as the Purchasing address may be used or a different address may be entered. 37/54

38 Title: 38. Click Type of Business: combo box to select type of business. 38/54

39 Title: 39. Select appropriate list item. Example: S Corporation 39/54.

40 Title: 40. If you have a Seller s Permit / Use Tax Account / esale Number issued by the California State Board of Equalization, please provide the number: /O/C Sellers Permit/Tax Account/ esale Number with 20 Chracter limit Example: 40/54

41 Title: 41. Select and click product categories offered by the company. Example: check box for Plastics, esins... The selection of product categories allows a supplier/vendor the opportunity to identify their areas of interest for bidding opportunities. 41/54

42 Title: 42. If you are a Small Business Enterprise, which of the following agencies are you certified with?: /O/C Certifying Agency Name with 3 chracters limit The Small Busines Enterprise (SBE) section and Demographics section are optional and have not been completed in this selfregistration example. 42/54

43 Title: 43. When does your SBE Certification expire?: /O/C Expiration date in MM/DD/YYYY format. 43/54

44 Title: 44. Average Annual Sales over a three-year period?: /O/C Average Annual Sales with 16 digit limit 44/54

45 Title: 45. Number of Employees?: /O/C Number of Employees with 7 digit limit 45/54

46 Title: 46. NAICS /O/C North American Industry Classification System (NAICS) codes with 6 digit character limit 46/54

47 Title: 47. Click Gender: combo box. 47/54

48 Title: 48. Select the appropriate list item or leave it blank. Example: Male 48/54.

49 Title: 49. Ethnicity: /O/C Ethnicity code with 2 digit limit 49/54

50 Title: 50. Name: /O/C Name with 60 characters limit Example: Test Supplier 2 50/54

51 Title: 51. Click Yes, I have read the data privacy statement and accept the terms.: check box. This step must be taken in order to complete the registration process. The Send button cannot be clicked on until the check box is marked. 51/54

52 Title: 52. Click Send button to complete the registration process. A Confirmation Pop-up window will appear stating that the registration was successful and a confirmation will be received. Two system-generated notifications will be sent out by LAUSD. The first notification will contain a website link and temporary User ID. The second notification will contain a temporary password. Following are examples of the notifications that will be received. 52/54

53 Title: 53/54

54 Title: esult The self registration process has been successfully completed. The next step is to access the link provided in the first system generated notification, use the temporary User ID and Password assigned, provide additional information to complete the supplier/vendor profile, establish a self-created User ID and Password, and access LAUSD's Supplier Portal. 54/54