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NYS VendRep System

AGENDA. How to Invite Vendors Vendor ChecklistEnrollmentRolesCompleting

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NYS VendRep System

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    1. NYS VendRep System VendRep System Tips Lynn Hansen Irene Waldorf

    2. AGENDA How to Invite Vendors Vendor Checklist Enrollment Roles Completing & Certifying a Questionnaire State Agency User Tips

    3. HOW TO INVITE VENDORS Add Language to: Solicitation Document Renewal Notification Award Letter General Announcement to Bidders List

    4. HOW DOES AGENCY KNOW? Agency Determines Reporting Method for Vendors Use Filed using the VendRep System Paper Version Attached

    5. VENDOR CHECKLIST Steps to Start & Effectively Use the VendRep System

    6. VENDOR ENROLLMENT https://portal.osc.state.ny.us/wps/portal Primary Authorizer enrolls in OSC Online Services, which initiates the IRS validation process

    7. VENDOR ENROLLMENT

    8. VENDOR ENROLLMENT Primary Authorizer submits Business Account Authorization Form (BAAF) to OSC

    9. OSC Verifies with IRS Reviews BAAF Activates account Sends two (2) emails to complete enrollment

    10. PRIMARY AUTHORIZER Creates their Password Creates Additional Users Assigns VendRep Roles

    11. ADMINISTRATOR Completes Basic Vendor Data Legal Business Name Address Business Type Business Activity Additional Vendor Identities Authorized Contact(s)

    12. CONTRIBUTOR Starts Questionnaire Responds to Questions Completes Questionnaire

    13. CERTIFIER Reviews Questionnaire Responses Certifies the Questionnaire

    14. ROLES Primary Authorizer Authorizer

    15. ROLES Administrator Contributor Certifier Guest

    16. CONTRACT STATUS Vendor Views Only Their Information All transactions submitted to OSC Status displayed Received Approved Non-approved

    18. STATE AGENCY USER TIPS Password Search Notification Manage emails Contract Data Search Questionnaire Review Flag Attachment

    19. FORGOT PASSWORD Select I forgot my password; or Contact an Authorizer for your Agency; or Call or email OSC Helpdesk

    20. SEARCH By Taxpayer ID Number (TIN) By Vendor Name Multiple Searches

    21. NOTIFICATION Add using Basic Search feature (by TIN and/or Name) Email alerts that vendor has certified Questionnaire Manage your list Add or Delete

    22. MANAGE EMAILS Notification emails Subject line contains Vendor Name Filter and Sort without opening email

    23. CONTRACT DATA SEARCH

    24. FLAG Flag indicates that one or more responses in that section may contain information requiring further review and evaluation by the contracting entity Found in Overview Section and Question

    25. ATTACHMENT Paper clip indicates that the vendor has responded to a question by attaching a document

    26. CONTACT Help Desk 866-370-4672 or 518-408-4672 HelpDesk@osc.state.ny.us VendRep Website www.osc.state.ny.us/vendrep

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