CHA Supplier Portal Training. Department of Procurement and Contracts

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1 CHA Supplier Portal Training Department of Procurement and Contracts

2 DPC is excited to release a new system that will not only enhance the current Procurement process, but eliminate the manual Vendor Registration Form and CHA s current database BuySpeed. The new portal will replace the follow: 2

3 There are 2 easy ways you can access the CHA portal! 1. Going through the CHA website or 2. Entering the Supplier Portal URL directly Important Note: Recommended browsers for the Supplier Portal are Chrome, Firefox Mozilla and I.E. 10 and above. To register in the Supplier Portal from the CHA website: - Visit the CHA website at Click on "Doing Business with the CHA" Click on Open Solicitations Click on "Supplier Portal (left hand side) Click on the Supplier Portal link Select Register (left hand side). Complete the entire registration process 3

4 Registering in the Supplier Portal 4

5 Accept Terms & Conditions 5

6 Complete Contact Information 6

7 Complete Company Information 7

8 Choose which Tax-id type *Please include the - depending on which type of Id you selected would determine where the delimiter would need to be placed* 8

9 Complete Address Information 9

10 If any of the required fields are missed you will receive an error message 10

11 Include a Remittance Address or check the box 11

12 Add Diversity Codes 12

13 Include Compliance Certifications (if any) 13

14 Include W-9 Form Must attach a W-9 form to continue with registration. 14

15 Add Commodity Codes 15

16 Add additional Proxy Notifications 16

17 Registration Complete! 17

18 18

19 Responding to An Event- Home Page 19

20 Browse Open Events 20

21 View Event from Portal 21

22 Or Print it Out 22

23 Download Attachments 23

24 Ask a Question The new Supplier Portal allows you to communicate directly through the portal 24

25 You will get this message if the Q&A deadline has passed* *You will not be able to ask questions before or after the allotted time 25

26 Respond Now Once you have review the event and ready to submit a response select Respond Now 26

27 Accept the Terms & Conditions Select Continue 27

28 Respond to line item(s) 28

29 Fill in Line Item Information 29

30 Fill in Line Item Information cont. 30

31 Once the system accepts your bid for that item with no errors it will allow you to move to the next line. 31

32 If your line item has an error, you will receive an error message that looks like this 32

33 Must I bid on every line? YES 33

34 If a document is required at the time of electronic submittal, the system will prompt you to provide it and, you will not be able to move forward with submitting your bid 34

35 If there is a specific question that needs to be answered for an event, it will be located in the Question Response section. If the question is marked (*) it will be required to submit information before continuing with your submittal. 35

36 Question Attachments: Add an attachment if needed for questions No I am not 36

37 Add all Event Response Attachments here i.e. BF pages, Bid/Proposal, Specs, Drawings, Schedules for the Event. 37

38 Attaching a Document to the Portal 38

39 Attaching a Document to the Portal 39

40 Continue It will appear in section. Add more if needed. 40

41 Change Attachment Title (if needed) Select Update List 41

42 If everything is ok with your response you will get the following message Continue 42

43 Submit Response **Please Note** Until you hit Submit and get a message stating your response has been accepted, you have not submitted a response to the Event. 43

44 *RECOMMENDATION* Always print a copy of your Event Response for your records and proof of submittal. prior to submission 44

45 Printing Response 45

46 If everything is good select Submit! 46

47 If you receive the following message, your bid has been submitted SUCCESSFULLY! 47

48 Under Events>My Responses you can monitor all bid history and pending actions. 48

49 Messages Tab Any message from the system providing information or a required action 49

50 Performance Event Metrics Overview 50

51 My Account: Update All Account Information -Reset Password 51

52 Contact Us: System Administrators Cassandra Crawford Daisy Zambrana 52

53 HELP FAQ S 53

54 User Preferences Any saved searches, etc. 54

55 Bid Tabulation Select which Bid Tab you would like to view 55

56 CONGRATULATIONS YOU ARE NOW AN ADVANCED SUPPLIER USER!!! 56