Supplier Registration and Profile Management

Transcription

1 Supplier Registration and Profile Management Reference Guide April Fannie Mae. Trademarks of Fannie Mae. 1

2 Supplier Self-Registration Go to the ProcureOne log in page: From the ProcureOne log in page, the click on the New Supplier?/Register Now button. Supplier Registration and Profile Management Quick Reference Guide 2

3 Registering as a Supplier Fill in the required information and submit the form by clicking on the Registration Request button. Fields with a red asterisk are required fields. Supplier Registration and Profile Management Quick Reference Guide 3

4 Supplier Self-Registration Notes 1. If the address the supplier uses to register is already in the system, the system will not let The supplier submit the registration request. An error message will populate at the top of the screen. 2. If the information the supplier has entered passes the initial duplicate check, the supplier will be able to login with the new credentials. 3. If the Supplier registration is rejected, the supplier will not be able to login. Supplier Registration and Profile Management Quick Reference Guide 4

5 FannieMae Sent to Supplier (Sample) Subject Fannie Mae Proc.ureOne : Your self re.gistration on Fannie Mae portal has b een Proc,essed :-- Message Dear Roger Teller, Welcome to ProcureOne by Fannie Ma e. You have been e stablishe d.a s a us er of IP rocureone, Fannie Mae 's centra l supplier databas e.it is utilized to fa.cilitate our supplier r egistration process, capture ongoing updates to supplier profiles and documentation, identify pmspective suppliers f or bidding opp o rtunitie s, and to communicate and mana.ge competitive bidding opp ortunitie s. Registration in Pro cureone does not.guara ntee that y our oompany will be s electe d to do busines s with Fannie Mae. Should your oompany b e invited to parti cipate in a bidding opportunity, you will re ceive.a separate notification. Ple.a s e oomplete the step s below to ensure that you can conned to the sy stem and complete your c omp a ny profile. Your userid is the addres s y ou use d during registration. 1. Click on the URL: fbuye rjfanniemae jrc.t2fc.ittajpage.aspxfenf supfsupplier_manage{ I n the Username field, enter y our address. 3. I n the P assword field, e nter y our passwor d create d during registration, then click LogI n.if you d o not know your password, cliek on the..l,ost your p a sswor d" link on the lo gin pa ge to reset your password. 4. Onc-e logge d in, click on the..companyi nfo" tab and select "My Company I nformation" 5. Complete all ad ditional information. Be st re.gards, Fa nnie Mae Corporate Procurement Please note : This is a syst em g.enerate d and does not re oeiv e r eplies. Supplier Registration and Profile Management Quick Reference Guide 5

6 Logging into ProcureOne On the ProcureOne Login page, enter your Login ( address used in the registration) and your password into the login boxes. Supplier Registration and Profile Management Quick Reference Guide 6

7 Accepting Terms and Conditions If you successfully registered your supplier, you will be able to login with the credentials they have provided. You will need to accept the terms and conditions by checking the box and then clicking the Validate button. Supplier Registration and Profile Management Quick Reference Guide 7

8 Updating your supplier information To update your supplier profile, click on Company Info and then My Company Information. Supplier Registration and Profile Management Quick Reference Guide 8

9 Updating your supplier information On the Main Info tab, verify your information and click on the Save button on the lower right of the screen to save your changes. Supplier Registration and Profile Management Quick Reference Guide 9

10 Updating your supplier information On the Additional Info tab, verify your information and click the Save button on the bottom right of the screen to save your changes. Supplier Registration and Profile Management Quick Reference Guide 10

11 Updating your supplier information On the Contacts tab, click on your users name to verify your information. You can also create new contacts by clicking on the Add a contact button. In order to facilitate your participation in RFXs, make sure you assign one of your contacts as the Main RFx contact Role as this person will receive RFX invitations by default. Do not assign more than one person as the Main RFx contact. Remember to save your updates before leaving this tab. Supplier Registration and Profile Management Quick Reference Guide 11

12 Updating your supplier information When you create a new user contact, you must click the button to create the user login as well or the user will not be able to login. On the Invite a supplier contact to login popup, click the Send Invitation to send the invitation to your new user. Please note this button also works as a password reset option. Supplier Registration and Profile Management Quick Reference Guide 12

13 Updating your supplier information On the Credentials tab, please upload your Required Attachments, Document Certifications, Diversity Credentials or Other attachments by clicking on the associated buttons for each attachment type. Supplier Registration and Profile Management Quick Reference Guide 13

14 Updating your supplier information When uploading your attachments, be sure to select the proper Document Type and include the validity range (this will enable reminders to update your documents before they expire). If you are a Diverse Supplier, please attach your Diversity Certificate(s) in the Diversity Credentials section. This will flag your Diversity Type in the system. If you have Self-Certified with Fannie Mae in the past, please go to f-certification.pdf to download the self-certification documents to upload for diversity. Supplier Registration and Profile Management Quick Reference Guide 14

15 Type of Supplier and Required Documents Required Documents for Corporate Suppliers Completed W9 form Insurance Certificate(s) Third Party Diversity Certificate(s) if applicable Direct Deposit Form Sample Invoice Voided Check/Bank Letter Required Documents for Broker Suppliers Completed W9 form Insurance Certificate s(liability, Worker Comp, E&O) Third Party Diversity Certificate(s) if applicable Broker License(s) Direct Deposit Form MLA Required Documents for Contractor Suppliers Completed W9 form Insurance Certificate(s) Third Party Diversity Certificate(s) if applicable Contractor License(s) Direct Deposit Form Required Documents for Appraiser Suppliers Completed W9 form Third Party Diversity Certificate(s) if applicable Appraiser License(s) Direct Deposit Form Required Documents for Agent Suppliers Third Party Diversity Certificate(s) if applicable Broker/Agent License(s) Supplier Registration and Profile Management Quick Reference Guide 15