CITY OF NAPLES VENDOR REGISTRATION TUTORIAL VENDOR SELF SERVICE (VSS) VENDOR REGISTATION TUTORIAL

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CITY OF NAPLES VENDOR REGISTRATION TUTORIAL VENDOR SELF SERVICE (VSS) 3/5/2015 VENDOR REGISTATION TUTORIAL

Start Vendor Registration Process: Please start by going to the City of Naples website located at http://www.naplesgov.com/ and scroll over Departments box and click Purchasing hyperlink

Vendor Registration: The Vendor Registration process accepts both new Vendors and those existing in the Vendor Registration program. To begin the process, click on the Vendor Registration link on the City of Naples Purchasing Division homepage. After you click the Vendor Registration Link, you are sent to the Munis Self Service page.

MUNIS Self Service: At the Munis Self Service page click the Vendor Self Service Link below to continue the registration process.

Vendor Self Service: At the Welcome to Vendor Self Service page click the Registration link below to continue the registration process. Before moving on to the next step, be sure to read and follow the instruction as shown on this page.

STEP 1: For new vendors complete all sections with red asterisks User ID: Create your unique ID that will be used to log into the VSS site. Password: Enter a password twice and include a password hint. Be sure to type in the validation number in the box specified before clicking continue For Existing Vendors Only: These fields are for vendors that already exist in MUNIS. You will need your City of Naples vendor number & FID/SSN to log in through this area. (Click continue when done) Note: Existing Vendors must complete all blocks in Step 1

STEP 2: Provide information as requested, including address, email, and web site. Note 1: All lines with (*) are required. Note 2: You must select either Send Remittances to the Above Name and Address check box, or complete Address information in Step 3. Note 3: Vendor type is a basic alphabetical listing of commodities and services. Further in your registration process you will be given the opportunity to select commodities pertinent to your business type. Note 4: To ensure you received bid information its advisable you set up a group e-mail

STEP 2 Continued: The Minority Business Entity (MBE) section contains the check boxes that determine whether a business is considered a minority business enterprise or not, and if so, which classifications the vendor possesses. Click the Manage link for a classification in order to open the classification on the Manage MBE Classification Certificates page

STEP 2 Continued: Clicking the Add New Certificate link updates the page to include the Certificate Details section. Please enter the required information (Agency, Issue Date, and Expiration Date) for your certificates. Completing the Notes box is optional. When finished entering data in the boxes, clicking Done saves the entry and displays the My Profile page.

STEP 2 Continued: Clicking the Add New Certificate link updates the page to include the Certificate Details section. Please enter the required information (Agency, Issue Date, and Expiration Date) for your certificates. Completing the Notes box is optional. When finished entering data in the boxes, clicking Done saves the entry and displays the My Profile page.

STEP 2 Continued: Continue entering certificate information for each applicable classification and then click Update at bottom of page to permanently update your profile with the certificate information. Changes are not retained until Update is clicked. After clicking Update, you will automatically return to the My Profile page, where your MBE certification information has been updated.

STEP 2 Continued: You must enter either a federal tax identification number or a Social Security number Note 1: Please do not change Payment Terms figures. Note 2: City of Naples preferred method is to e-mail payables and purchase orders electronically.

STEP 3: Remit address information. If you selected the Send Remittances to the Above Name and Address check box during step two, Vendor Self Service automatically entered the first address record. If the check box was not selected, the Addresses table is blank and remit address must be entered Note: Please click the Add button to enter the address

STEP 3 Continued: Provide remittance information. Note: City of Naples preferred method is to e-mail purchasing payables and purchase orders electronically. X X

STEP 4: Select Contact Type and complete contact information and e-mail address.

STEP 5: The fifth step in the vendor registration process requires you to verify the information you previously entered. You may click the change link for the appropriate group to correct any errors.

STEP 5 Continued: When all of the entered information is correct, please select the check box to accept the City s terms and conditions, and then click Register to complete the process Vendor Self Service displays a registration confirmation page that provides you with links to register commodities or update your VSS profile, and to upload attachments to your profile. Additionally, you will receive an e-mail with confirmation of your User name.

STEP 6: The My Profile page allows you to edit information. Clicking the Change link in any group allows you to update the data in that group. Note: Click add link to open commodities page to add commodities to your vendor file.

STEP 7: Use the Search box to search for commodities by code or keyword. Alternatively, clicking the List All Commodities/Services link displays all commodity codes in the Munis database. VSS displays the number of codes found during a search and updates the commodity table.

STEP 7 Continued: The numbered links above the commodities table allow you to view additional groups of codes. Selecting the check box for a code indicates that it should be added to your profile. Clicking Select All selects all of the check boxes currently displayed on the page. VSS saves the value of each check box when you navigate between groups of commodity codes.

STEP 7 Continued: When you click Add, the system adds all of the selected commodity codes to your profile and updates the Currently Added table.

STEP 7 Continued: After you have finished adding commodity codes to your profile, you must click the Finished link, this completes the commodity addition process and returns you to the My Profile page, where you can view a full listing of your associated commodity codes on the Current Vendor Commodities table.

STEP 7 Continued: The added commodities are listed at the bottom of the page (where you are able to remove commodities if necessary). The commodities are now a part of your Vendor Profile under Current Vendor Commodities.

STEP 7 Continued: You will receive a Vendor Profile Update e-mail from the system (example below) detailing added commodities to your vendor file.

STEP 8: You can add attachments to your profile by clicking Attachments on the navigation menu. The Attachments option is only available when on your My Profile page. Note: Please add current W-9 (December 2014 Version) The latest W-9 version from the IRS can be found at http://www.irs.gov/pub/irspdf/fw9.pdf

STEP 8 Continued: Attachments are added by clicking the Browse button on the Attachments page, selecting the file to attach, and then clicking the Upload button. This causes the page to display a list of files to attach. You can attach an unlimited number of files using this method.