Small Business, Small Diverse Business & Veteran Business
Transcript Of Small Business, Small Diverse Business & Veteran Business
Small Business, Small Diverse Business & Veteran Business Enterprise
APPLICATION GUIDE
OCTOBER 2021
[COMPANY NAME] | [Company address]
TABLE OF CONTENTS
Eligibility Requirements ............................................................................................................................................................................. 2 Register as a Vendor with the Commonwealth ......................................................................................................................................... 3 Small Business Self-Certification/Small Diverse & Veteran Business Verification Application..................................................................3
Find Me .................................................................................................................................................................................................. 5 General Information .............................................................................................................................................................................. 7 Business Profile...................................................................................................................................................................................... 9 Ownership............................................................................................................................................................................................ 11 Financial Information...........................................................................................................................................................................11 Certifications........................................................................................................................................................................................ 13 Application Checklist............................................................................................................................................................................ 14 Submit Application .............................................................................................................................................................................. 17 Resuming an Incomplete or In Process Application.................................................................................................................................18 PRiSM User Registration .......................................................................................................................................................................... 20 Register as a PRiSM User ..................................................................................................................................................................... 20 Forgotten Username and Password .................................................................................................................................................... 24 Managing Your PRiSM Account ............................................................................................................................................................... 25 Update Profile Information.................................................................................................................................................................. 25 Update Address ................................................................................................................................................................................... 26 Review Certifications and Download Certificates................................................................................................................................26 Review Industry UNSPSC Codes...........................................................................................................................................................27 Add New Users .................................................................................................................................................................................... 27 Troublshooting......................................................................................................................................................................................... 27 Email Not Received .............................................................................................................................................................................. 27 Non-Procurement Vendor IDs ............................................................................................................................................................. 28
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ELIGIBILITY REQUIREMENTS
Small Business
1. For-profit, United States business 2. Independently owned* 3. Not dominant in its field of
operation* 4. No more than 100 Full-Time
Equivalent (FTE) Employees* 5. May not exceed three-year average
gross revenues of $38.5 Million
*See below for expanded definitions
Small Diverse Business
Veteran Business Enterprise
1. Small Business eligibility requirements 2. Current and valid third-party certification from:
o Unified Certification Program (UCP) (Any state; this links to the PA UCP)
o Woman's Business Enterprise National Council (WBENC)
o National Minority Supplier Development Council (NMSDC)
o United States Small Business Administration (SBA) 8(a) Program
o Vets First Verification Program (Service-Disabled Veteran only)
o Disability:IN (formerly US Business Leadership Network (USBLN))
o National LGBT Chamber of Commerce (NGLCC)
o Vets First Verification Program o Disability:IN (Service-Disabled
Veteran only)
Dominant:
A business dominant in its field of operation is one that exercises control or major influence in its industry.
Independent:
Factors that determine independent ownership include the date the business was established together with its relationship with other firms in terms of operational and managerial control, personnel, facilities, equipment, financial support, exclusive dealings, and the extent to which resources are shared with other firms. A business that is a subsidiary of another business or is owned principally by another business entity or by a trust (including an employee stock ownership plan) does not meet this requirement. However, if a parent or holding company, established for tax, capitalization, or other purposes consistent with industry practice, in turn owns and controls an operating subsidiary, the subsidiary may be considered independently owned if it otherwise meets all small business eligibility requirements. In this situation, the individual owners and controllers of the parent or holding company are deemed to control the subsidiary through the parent or holding company.
FTE Employees:
FTE Employees is calculated over the duration of the 12-MONTH (52-WEEK) TAX YEAR using the formula below. A tax year is defined as the 12-month span covered by a tax return. A tax year that follows the calendar year refers to the 12 consecutive months beginning Jan. 1 and ending Dec. 31. A fiscal year is any period of 12 consecutive months that ends on any day of any month, except for the last day of December.
The most recently completed tax year will be used to determine Small Business eligibility. For new businesses established during the current tax year in progress, the FTE Employee value will be calculated from the date the business was established through the date the Small Business application was submitted.
All Hours Worked by All Employees Total Hours in a Full Time Schedule
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REGISTER AS A VENDOR WITH THE COMMONWEALTH
Skip this if you’ve already completed your Commonwealth Vendor Registration and obtained as 6-digit SAP number (Vendor ID). 1. Go to the PA Supplier Portal at www.pasupplierportal.state.pa.us. 2. Click on Supplier Registration and follow the instructions. View the Vendor Registration Guide for additional instructions.
SMALL BUSINESS SELF-CERTIFICATION/SMALL DIVERSE & VETERAN BUSINESS VERIFICATION APPLICATION
1. Go to http://bdisbo.prismcompliance.com 2. Click Self-Certify or Recertify as a Small and/or Small Diverse Business.
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3. Click Start Application > Start Application a. Who does this? i. Companies renewing their Small/Small Diverse/Veteran Business ii. Companies self-certifying for the first time as Small Business, Small/Small Diverse Business, and/or Small/Veteran Business iii. Companies already self-certified as Small Business wishing to add a Small Diverse Business or Veteran Business Enterprise verification
4. See Resuming an Incomplete or In Process Application if returning to continue an incomplete application 4
FIND ME
5. Enter the company’s Tax ID Number (no spaces or dashes) and 6-digit Vendor ID > Find Me a. Go to www.supplierportal.state.pa.us > Supplier Registration if you do not have a Vendor ID b. Go to https://b2b.ies.pa.gov/apps/vendor_lookup/index.html (Instructions) if you don’t know your vendor ID i. NOTE: Non-Procurement Vendor IDs cannot self-certify as Small Business 1. Begin with 6, 7, or 8 2. Go to Non-Procurement Vendor IDs in Troubleshooting section c. NOTE: Access to PRiSM may be unavailable from July 1 – July 2 each year due to the blackout period for the commonwealth’s regularly scheduled fiscal year end close process
6. Check all the options that apply > Continue a. SB if (checked by default) i. Your company wishes to self-certify or recertify as a Small Business ii. SB certification required for all certification or verification types b. SDB if i. Your company holds a current certification through one of the approved SDB third parties AND ii. You wish to self-certify or recertify as Small Business (SB) and verify as a Small Diverse Business (SDB) c. VBE if i. Your company holds a current certification through one of the approved VBE third parties AND ii. You wish to self-certify or recertify as Small Business (SB) and verify as a Veteran Business Enterprise (VBE)
XYZ ENTERPRISES
Required Optional (check to verify as SDB or
VBE; must be actively certified through an approved third-party)
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d. Already certified Small Businesses will be given the option to select applications for SDB and/or VBE if they are not verified as one or the other i. Check SDB and/or VBE > Continue if you wish to add a verification for Small Diverse Business or Veteran Business Enterprise (you will skip steps 7 - 12 below)
e. For applicants renewing during 30-day renewal period, company’s current designations will be preselected i. EXAMPLE: If currently verified as SDB, the SB and SDB options will be grayed out/preselected ii. Please select additional options if they apply 1. EXAMPLE: If currently SDB but wish to renew as SDB/VBE, check VBE in addition to the preselected/grayed out SB and SDB
XYZ ENTERPRISES
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7. Enter a valid email address > Send > Continue a. PRiSM will forward the unique application ID to re-enter an incomplete application from the initial start page at any time by clicking on Complete a Started Application b. SAVE THIS EMAIL
GENERAL INFORMATION 8. Enter your general contact information a. The Legal Name, DBA Name, Business Phone, Business Fax, Website, and Email address will be pulled directly from the company’s vendor registration and cannot be edited (grayed out) i. If any of the information is incorrect, log into your vendor registration at www.pasupplierportal.state.pa.us > Log On to update ii. For questions or assistance to update your vendor registration 1. Visit www.dgs.pa.gov > Businesses > Materials & Services Procurement > Supplier Service Center > PA SUPPLIER Administrative Support 2. Contact the PA Supplier Portal service center at 877-735-7363, option 1, or [email protected]
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b. Enter Mailing Address (optional) and Primary Contact Name (required) > Continue
[Editable]
[Editable]
c. Check Yes or No for each question > Continue d. For the final question, “Has your company filed a federal tax return or an Application for Automatic Extension of
Time to File within the last three years?”, select Yes if the company has, within the last three tax years, filed a return or an extension to file a return, or No if the company is newly established, has done no business, or has not and will not file a return or extension to file a return for any of the last three tax years
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BUSINESS PROFILE 9. Enter information on the company’s structure and ownership > Continue
10. Select a business type for the company and codes to identify the company’s supplies and services > Continue a. Select the main area in which the applicant business provides materials or service(s): Select the company’s primary business activity (see the definitions of each business activity on the following page) b. Industry Code: Enter a UNSPSC code or a description of a supply or service > select a code > Add Code i. Repeat for each supply or service 1. Supply Codes begin 1 - 6 and 95; Service Codes begin 7 - 94 ii. Select up to 100 codes iii. To find applicable codes 1. Visit www.unspsc.org 2. Download a complete code list in Excel format at www.dgs.pa.gov > Businesses > Small Diverse Business Program > Locate Small & Small Diverse Businesses 3. Note that this application uses only UNSPSC class codes (ending in 00)
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APPLICATION GUIDE
OCTOBER 2021
[COMPANY NAME] | [Company address]
TABLE OF CONTENTS
Eligibility Requirements ............................................................................................................................................................................. 2 Register as a Vendor with the Commonwealth ......................................................................................................................................... 3 Small Business Self-Certification/Small Diverse & Veteran Business Verification Application..................................................................3
Find Me .................................................................................................................................................................................................. 5 General Information .............................................................................................................................................................................. 7 Business Profile...................................................................................................................................................................................... 9 Ownership............................................................................................................................................................................................ 11 Financial Information...........................................................................................................................................................................11 Certifications........................................................................................................................................................................................ 13 Application Checklist............................................................................................................................................................................ 14 Submit Application .............................................................................................................................................................................. 17 Resuming an Incomplete or In Process Application.................................................................................................................................18 PRiSM User Registration .......................................................................................................................................................................... 20 Register as a PRiSM User ..................................................................................................................................................................... 20 Forgotten Username and Password .................................................................................................................................................... 24 Managing Your PRiSM Account ............................................................................................................................................................... 25 Update Profile Information.................................................................................................................................................................. 25 Update Address ................................................................................................................................................................................... 26 Review Certifications and Download Certificates................................................................................................................................26 Review Industry UNSPSC Codes...........................................................................................................................................................27 Add New Users .................................................................................................................................................................................... 27 Troublshooting......................................................................................................................................................................................... 27 Email Not Received .............................................................................................................................................................................. 27 Non-Procurement Vendor IDs ............................................................................................................................................................. 28
1
ELIGIBILITY REQUIREMENTS
Small Business
1. For-profit, United States business 2. Independently owned* 3. Not dominant in its field of
operation* 4. No more than 100 Full-Time
Equivalent (FTE) Employees* 5. May not exceed three-year average
gross revenues of $38.5 Million
*See below for expanded definitions
Small Diverse Business
Veteran Business Enterprise
1. Small Business eligibility requirements 2. Current and valid third-party certification from:
o Unified Certification Program (UCP) (Any state; this links to the PA UCP)
o Woman's Business Enterprise National Council (WBENC)
o National Minority Supplier Development Council (NMSDC)
o United States Small Business Administration (SBA) 8(a) Program
o Vets First Verification Program (Service-Disabled Veteran only)
o Disability:IN (formerly US Business Leadership Network (USBLN))
o National LGBT Chamber of Commerce (NGLCC)
o Vets First Verification Program o Disability:IN (Service-Disabled
Veteran only)
Dominant:
A business dominant in its field of operation is one that exercises control or major influence in its industry.
Independent:
Factors that determine independent ownership include the date the business was established together with its relationship with other firms in terms of operational and managerial control, personnel, facilities, equipment, financial support, exclusive dealings, and the extent to which resources are shared with other firms. A business that is a subsidiary of another business or is owned principally by another business entity or by a trust (including an employee stock ownership plan) does not meet this requirement. However, if a parent or holding company, established for tax, capitalization, or other purposes consistent with industry practice, in turn owns and controls an operating subsidiary, the subsidiary may be considered independently owned if it otherwise meets all small business eligibility requirements. In this situation, the individual owners and controllers of the parent or holding company are deemed to control the subsidiary through the parent or holding company.
FTE Employees:
FTE Employees is calculated over the duration of the 12-MONTH (52-WEEK) TAX YEAR using the formula below. A tax year is defined as the 12-month span covered by a tax return. A tax year that follows the calendar year refers to the 12 consecutive months beginning Jan. 1 and ending Dec. 31. A fiscal year is any period of 12 consecutive months that ends on any day of any month, except for the last day of December.
The most recently completed tax year will be used to determine Small Business eligibility. For new businesses established during the current tax year in progress, the FTE Employee value will be calculated from the date the business was established through the date the Small Business application was submitted.
All Hours Worked by All Employees Total Hours in a Full Time Schedule
2
REGISTER AS A VENDOR WITH THE COMMONWEALTH
Skip this if you’ve already completed your Commonwealth Vendor Registration and obtained as 6-digit SAP number (Vendor ID). 1. Go to the PA Supplier Portal at www.pasupplierportal.state.pa.us. 2. Click on Supplier Registration and follow the instructions. View the Vendor Registration Guide for additional instructions.
SMALL BUSINESS SELF-CERTIFICATION/SMALL DIVERSE & VETERAN BUSINESS VERIFICATION APPLICATION
1. Go to http://bdisbo.prismcompliance.com 2. Click Self-Certify or Recertify as a Small and/or Small Diverse Business.
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3. Click Start Application > Start Application a. Who does this? i. Companies renewing their Small/Small Diverse/Veteran Business ii. Companies self-certifying for the first time as Small Business, Small/Small Diverse Business, and/or Small/Veteran Business iii. Companies already self-certified as Small Business wishing to add a Small Diverse Business or Veteran Business Enterprise verification
4. See Resuming an Incomplete or In Process Application if returning to continue an incomplete application 4
FIND ME
5. Enter the company’s Tax ID Number (no spaces or dashes) and 6-digit Vendor ID > Find Me a. Go to www.supplierportal.state.pa.us > Supplier Registration if you do not have a Vendor ID b. Go to https://b2b.ies.pa.gov/apps/vendor_lookup/index.html (Instructions) if you don’t know your vendor ID i. NOTE: Non-Procurement Vendor IDs cannot self-certify as Small Business 1. Begin with 6, 7, or 8 2. Go to Non-Procurement Vendor IDs in Troubleshooting section c. NOTE: Access to PRiSM may be unavailable from July 1 – July 2 each year due to the blackout period for the commonwealth’s regularly scheduled fiscal year end close process
6. Check all the options that apply > Continue a. SB if (checked by default) i. Your company wishes to self-certify or recertify as a Small Business ii. SB certification required for all certification or verification types b. SDB if i. Your company holds a current certification through one of the approved SDB third parties AND ii. You wish to self-certify or recertify as Small Business (SB) and verify as a Small Diverse Business (SDB) c. VBE if i. Your company holds a current certification through one of the approved VBE third parties AND ii. You wish to self-certify or recertify as Small Business (SB) and verify as a Veteran Business Enterprise (VBE)
XYZ ENTERPRISES
Required Optional (check to verify as SDB or
VBE; must be actively certified through an approved third-party)
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d. Already certified Small Businesses will be given the option to select applications for SDB and/or VBE if they are not verified as one or the other i. Check SDB and/or VBE > Continue if you wish to add a verification for Small Diverse Business or Veteran Business Enterprise (you will skip steps 7 - 12 below)
e. For applicants renewing during 30-day renewal period, company’s current designations will be preselected i. EXAMPLE: If currently verified as SDB, the SB and SDB options will be grayed out/preselected ii. Please select additional options if they apply 1. EXAMPLE: If currently SDB but wish to renew as SDB/VBE, check VBE in addition to the preselected/grayed out SB and SDB
XYZ ENTERPRISES
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7. Enter a valid email address > Send > Continue a. PRiSM will forward the unique application ID to re-enter an incomplete application from the initial start page at any time by clicking on Complete a Started Application b. SAVE THIS EMAIL
GENERAL INFORMATION 8. Enter your general contact information a. The Legal Name, DBA Name, Business Phone, Business Fax, Website, and Email address will be pulled directly from the company’s vendor registration and cannot be edited (grayed out) i. If any of the information is incorrect, log into your vendor registration at www.pasupplierportal.state.pa.us > Log On to update ii. For questions or assistance to update your vendor registration 1. Visit www.dgs.pa.gov > Businesses > Materials & Services Procurement > Supplier Service Center > PA SUPPLIER Administrative Support 2. Contact the PA Supplier Portal service center at 877-735-7363, option 1, or [email protected]
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b. Enter Mailing Address (optional) and Primary Contact Name (required) > Continue
[Editable]
[Editable]
c. Check Yes or No for each question > Continue d. For the final question, “Has your company filed a federal tax return or an Application for Automatic Extension of
Time to File within the last three years?”, select Yes if the company has, within the last three tax years, filed a return or an extension to file a return, or No if the company is newly established, has done no business, or has not and will not file a return or extension to file a return for any of the last three tax years
8
BUSINESS PROFILE 9. Enter information on the company’s structure and ownership > Continue
10. Select a business type for the company and codes to identify the company’s supplies and services > Continue a. Select the main area in which the applicant business provides materials or service(s): Select the company’s primary business activity (see the definitions of each business activity on the following page) b. Industry Code: Enter a UNSPSC code or a description of a supply or service > select a code > Add Code i. Repeat for each supply or service 1. Supply Codes begin 1 - 6 and 95; Service Codes begin 7 - 94 ii. Select up to 100 codes iii. To find applicable codes 1. Visit www.unspsc.org 2. Download a complete code list in Excel format at www.dgs.pa.gov > Businesses > Small Diverse Business Program > Locate Small & Small Diverse Businesses 3. Note that this application uses only UNSPSC class codes (ending in 00)
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