Vendor Portal Sample Portfolio
Overview
The Vendor Portal offers a quick and easy way for vendors to register online and streamline doing business with the GNHWPCA. It provides online access to solicitations, amendments and contract awards. The portal allows vendors to search for business opportunities, receive email notifications of bid postings and request complete bid documents.
Benefits of Having Your Own Portfolio
Within the Vendor Portal, a registered vendor can:
Take a look at a SAMPLE VENDOR PORTFOLIO to see how simple it is to track solicitations.
GettingStarted
The Vendor Portal is found in the DOING BUSINESS WITH GNHWPCA section of this website. The Vendor Portal link takes you to the Vendor Portal main page where you can register, log in, or retrieve a forgotten password. The page consists of two forms (each in its own separate box), the SEARCH BY CONTRACTOR NAME form and the LOGIN form.
There are 3 easy steps to create your own GNHWPCA Vendor Portfolio:
1. Before registering, confirm that your company is not in our vendor database.
2. If you are not in our vendor database, register.
3. Log into the Vendor Portal and create your own portfolio.
Checking Existing Registration
Before you register, check to see if your company’s information has already been entered in our Vendor Portal database.
To Check:
1. Go to the Vendor Portal Login page.
2. Enter your company’s name in the appropriate field in the Search Company Name form and click the Find Name button.
3. If your company has registered before, a message will appear saying that the company is already in our vendor database. Using the username and password, you can log into the Vendor Portal and retrieve your information. If you do not know/remember your username/password information, you can click on the Forgot Password link, found at the top of the Login form, which will allow you to retrieve them.
4. If your company has not registered in the Vendor Portal but has done business with GNHWPCA, you will be notified and provided a link to continue your registration.
5. If your Company Name is not found in our vendor database, you should click on the Register link, found at the top of the form, to proceed with the registration process.
Registration
To access the Vendor Portal, view details of upcoming, current and awarded solicitations from GNHWPCA and create your own portfolio, you must register your company.
Register with Vendor Portal
1. Click the Register link found on the Vendor Portal Login form to access the Vendor Portal Registration Form.
2. Fill out the first page of the form which requests general information about your company (required fields are marked by red asterisk *) and click the Submit button at the bottom of the form. Please note that if you select the check box indicating that you are certified as a Minority Business Enterprise, you must also indicate your Minority Business Certification Number.
3. When you have finished, the next step is to a preview page and verify the information. If any information needs to be changed, there are links that will take you back to the appropriate page.
4. Click on the Finish Registration button to complete the process.
5. A confirmation page will inform you of a successful registration to the Vendor Portal. This page will also contain a link to the Login Screen. Enter your username and password to access the Vendor Portal.
6. Please note that the following paperwork must be submitted to GNHWPCA.
• W-9 Form. A blank W-9 form (PDF) is available from the IRS website for you to download.
• Vendor Information Form.
• If you have entered your company as Minority Business Certified, you must provide a copy of the Minority Small Business Certification or letter.
Please mail them to:
Greater New Haven WPCA
260 East Street
New Haven, CT 06511
Attn: Engineering Department
Log In and Create Portfolio
Once your company is registered, you may create a portfolio of solicitations that you would like to monitor.
Logging In
1. Enter your username and password
2. Click the Enter Vendor Portal button
3. You will then see your portfolio (it’s empty until you add solicitations).
About your Portfolio
See Sample Vendor Portfolio
• The first time you log in, your portfolio will be empty.
• At the top right-hand corner of your portfolio are helpful links to manage your account.
Update Profile – update the information you entered on the registration form.
Help – user guide for vendors
Logout – log out of the Vendor Portal
• Another set of links, located on the first line of the main section of your portfolio and which appears after the word view, are filters that allow you to see solicitation announcements (that were added to your portfolio) by type. These filters may be used as your portfolio becomes larger.
• all areas – view all solicitations that were added to your portfolio. This is the default view.
• goods and services – view only goods and services solicitations that were added to your portfolio.
• Engineering and Consulting – view only architecture and engineering solicitations that were added to your portfolio.
• construction – view only construction solicitations that were added to your portfolio.
• The main section of your portfolio lists the solicitation announcements that were added to your portfolio. It is divided by the following phrases for solicitations:
• Upcoming Solicitations – pending solicitations that are not yet active. The announcements contain only basic information, which may include the name, a short description and estimated release date of the solicitation.
• Current Solicitations – solicitations that have been released to the public. Depending on the bid opening date/close date, the solicitation could be “Open” or “Closed – Pending Award”.
• Awarded Solicitations – recently awarded solicitations, identifying basic information about the contract award, such as vendor name, date of award, value of award, etc.
• For Requests for Quotations, there are only two phases:
• Current Requests for Quotations (RFQ) – RFQs that have been released for small procurements. Depending on the bid opening date/close date, the solicitation could be “Open” or “Closed – Pending Award”.
• Awarded Requests for Quotations (RFQ) – recently awarded small procurements, identifying basic information about the award, such as vendor name, date of award, value of award, etc.
• In each phase, there’s a “View all phase solicitations” link, which allows you to see all the GNHWPCA solicitations by phase.
Creating your Portfolio
1. Click on the “View all phase solicitations” link on either the Upcoming or Current Solicitations phase, depending on the solicitations you choose to add to your portfolio. Please note that there is also a “View all Awarded Solicitations” link but it only allows you to view all awarded solicitations and remove awarded solicitations from your portfolio. It will not allow you to add already awarded solicitations into your portfolio.
2. When you go into the “View all phase solicitations” page, a set of links (appearing after the word “view”) are provided at the top of the page to help you filter the list of solicitation announcements either by type (goods and services, engineering and consulting, or construction) or by your company’s self assigned commodity codes. The default view is “all areas”, which provides all solicitation announcements in that phase.
3. If you identify an upcoming or current solicitation that is not in your portfolio, you can add it by clicking on the “Add” link, located under the “In My Portfolio” column.
4. You can also click on the upcoming, current or awarded solicitation to see the details. From the solicitation details page of upcoming or current solicitation you may also choose t add the solicitation to your portfolio by clicking on the “add to portfolio” link that is on the top of that page.
5. Similarly, if the upcoming, current, or awarded solicitation listed is already in your portfolio, you can remove it clicking on the “Remove” link. If you are viewing details of the solicitation, you can remove it from your portfolio by clicking on the “remove from portfolio” link.
6. To go back to your portfolio, select the “back to your portfolio” link found on the upper right of the “View all phase solicitation” page.
