Small Business, Small Diverse Business & Veteran Business .
Small Business, Small DiverseBusiness & Veteran BusinessEnterpriseAPPLICATION GUIDEMARCH 2021[COMPANY NAME] [Company address]
Table of ContentsEligibility Requirements .2Register as a Vendor with the Commonwealth.3Small Business Self-Certification/Small Diverse & Veteran Business Verification Application .3Resuming an Incomplete or In Process Application . 18PRiSM User Registration . 20Register as a PRiSM User . 20Forgotten Username and Password . 24Managing Your PRiSM Account . 25Update Profile Information . 26Update Address . 26Review Certifications and Download Certificates . 27Review Industry UNSPSC Codes . 27Add New Users . 271
Eligibility RequirementsSmall BusinessSmall Diverse Business1. For-profit, United States business2. Independently owned3. Not dominant in its field ofoperation4. No more than 100 Full-TimeEquivalent (FTE) Employees*5. May not exceed three-yearaverage gross revenues of 38.5Million1. Small Business self-certification2. Current third-party certification from:ooooo* FTE Employees can be determinedfor a period of time (e.g. 12 months)using the following calculation:All Hours Worked by All EmployeesTotal Hours in a Full Time ScheduleooUnified Certification Program(UCP) (Any state; this links to thePA UCP)Woman's Business EnterpriseNational Council (WBENC)National Minority SupplierDevelopment Council (NMSDC)United States Small BusinessAdministration (SBA) 8(a)ProgramVets First Verification Program(Service-Disabled Veteran only)Disability:IN (formerly USBusiness Leadership Network(USBLN))National LGBT Chamber ofCommerce (NGLCC)Veteran Business EnterpriseooVets First Verification ProgramDisability:IN (Disabled or ServiceDisabled Veteran only)2
Register as a Vendor with the CommonwealthSkip this if you’ve already completed your Commonwealth Vendor Registration and obtained as 6-digit SAP number (VendorID).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 additionalinstructions.Small Business Self-Certification/Small Diverse & Veteran BusinessVerification Application1. Go to http://bdisbo.prismcompliance.com2. Click Self-Certify or Recertify as a Small and/or Small Diverse Business.3
3. Click Start Application Start Applicationa. Who does this?i. Companies renewing their Small/Small Diverse/Veteran Businessii. Companies self-certifying for the first time as Small Business, Small/Small Diverse Business, and/orSmall/Veteran Businessiii. Companies already self-certified as Small Business wishing to add a Small Diverse Business orVeteran Business Enterprise verificationb. See Resuming an Incomplete or In Process Application if returning to continue an incomplete application4
4. Enter the company’s Tax ID Number (no spaces or dashes) and 6-digit Vendor ID Find Mea. Go to www.supplierportal.state.pa.us Supplier Registration if you do not have a Vendor IDb. Contact the Supplier Service Center at RA-PSC supplier requests@pa.gov or 877-435-7363, option 1, if youdo not know your Vendor ID5. Check all the options that apply Continuea. SB ifi. Your company wishes to self-certify or recertify as a Small Businessii. SB certification required for all certification or verification typesb. SDB ifi. Your company holds a current certification through one of the approved SDB third parties ANDii. You wish to self-certify or recertify as Small Business (SB) and verify as a Small Diverse Business (SDB)c. VBE ifi. Your company holds a current certification through one of the approved VBE third parties ANDii. You wish to self-certify or recertify as Small Business (SB) and verify as a Veteran Business Enterprise(VBE)RequiredOptional (check to verify as SDB orVBE; must be actively certifiedthrough an approved third-party)5
d. Already certified Small Businesses will given the option to select applications for SDB and/or VBE if they arenot verified as one or the otheri. Check SDB and/or VBE Continue if you wish to add a verification for Small Diverse Business orVeteran Business Enterprise (you will skip steps 7 - 12 below)6
6. Enter a valid email address Send Continuea. PRiSM will forward the unique application ID to re-enter an incomplete application from the initial start pageat any time by clicking on Complete a Started Applicationb. SAVE THIS EMAILz%2fSthH4dRFZx%3z%2fSthH4dRFZx%3d7. Enter your general contact informationa. The Legal Name, DBA Name, Business Phone, Business Fax, Website, and Email address will be pulled directlyfrom the company’s vendor registration and cannot be edited (grayed out)i. If any of the information is incorrect, log into your vendor registration atwww.pasupplierportal.state.pa.us Log On to updateii. For questions or assistance to update your vendor registration1. Visit www.dgs.pa.gov Businesses Materials & Services Procurement Supplier ServiceCenter PA SUPPLIER Administrative Support2. Contact the PA Supplier Portal service center at 877-735-7363, option 1, or RAPSC Supplier Requests@pa.gov7
b. Enter Mailing Address (optional) and Primary Contact Name (required) Continuez%2fSthH4dRFZx%3d[Editable][Editable]c. Check Yes or No for each question Continued. For the final question, “Has your company filed a federal tax return or an Application for Automatic Extensionof 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 nobusiness, or has not and will not file a return or extension to file a return for any of the last three tax yearsz%2fSthH4dRFZx%3d8
8. Enter information on the company’s structure and ownership Continuez%2fSthH4dRFZx%3d9. Select a business type for the company and codes to identify the company’s supplies and services Continuea. Select the main area in which the applicant business provides materials or service(s): Select the company’sprimary 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 Codei. Repeat for each supply or service1. Supply Codes begin 1 - 6 and 95; Service Codes begin 7 - 94ii. Select up to 100 codesiii. To find applicable codes1. Visit www.unspsc.org2. Download a complete code list in Excel format at www.dgs.pa.gov Businesses SmallDiverse Business Program Locate Small & Small Diverse Businesses3. Note that this application uses only UNSPSC class codes (ending in 00)z%2fSthH4dRFZx%3d9
Business TypeDefinitionProcurement ServicesIncludes all labor and time expended for professional or general services, such as training,healthcare, environmental remediation, and consulting. Excludes all services and laborassociated with Construction, Building Design and/or Information Technology.Procurement GoodsIncludes goods, supplies, materials, equipment, and/or environmental remediation supplies.Excludes the purchase of services, real property, IT computers, peripherals and hardware.Information TechnologyIncludes all goods and services associated with the design, development, installation, andimplementation of information systems and applications including computers, peripheralsand/or hardware as well as project management and IT consulting.Building Design ServicesIncludes architectural and engineering services in connection with the design or planning ofbuildings and the space within the site surrounding the buildings.Construction*Includes the labor and supplies necessary to build, alter, repair, improve, or demolish any structure, building or publicimprovement.*Not available for selection. Select Construction Contractor, Construction Stocking Supplier, or Construction Non-Stockingz%2fSthH4dRFZx%3dSupplier, as applicableConstruction ContractorProvides construction labor and/or services and may provide goods or materials associatedwith that construction labor or service.Construction StockingSupplierStocking Suppliers own, operate, or maintain a store, warehouse, or other establishment, inwhich the materials, supplies, articles or equipment are bought, kept in stock, and regularlysold or leased to the public in the usual course of business.Construction NonStocking SupplierNon-Stocking Suppliers do not carry inventory, but order materials from a manufacturer,manufacturer’s representative, or a stocking supplier.10. Check the county(-ies) in which the company prefers to do business Continuez%2fSthH4dRFZx%3d11. Enter information on the company’s ownership Continue10
12. The % of Ownership must add up to 100% in totalz%2fSthH4dRFZx%3d13. For the last three most recently filed tax years, enter the company’s gross revenues as reported on line 1a (Grossreceipts or sales) of the federal tax return filed for the company Savea. If an extension has been filed for the most recent tax year, enter the estimated gross receipts or sales on theon the bottom half of the form and the date the return is expected to be filedi. Copies of Page 1 of the federal tax returns which report Gross sales and receipts on line 1 or 1aand/or, if applicable, Form 7004 or 4868, Application for Automatic Extension of Time to File will berequired to be submitted on the Application Checklist page which appears later in the application11
b. If no return or extension to file a return has been filed for the last three tax years (e.g. the company is newlyestablished), leave fields blank and continue to the next pagez%2fSthH4dRFZx%3d14. If you selected to apply for verification as an SDB and/or VBE, enter information on the third-party certification SaveCertificationa. Repeat for each third-party certification Continue12
b. See Eligibility Requirements of listing of accepted third partiesz%2fSthH4dRFZx%3dc.OOPS! If you checked SDB and/or VBE to verify as a Small Diverse Business and/or Veteran BusinessEnterprise in error (see step 5 above)i. Option 11. Continue the application, entering anything on the Certification page2. Upload a note on the Certification Checklist page (see next step) informing BDISBO that yourcompany is self-certifying as a Small Business only3. BDISBO will decline the Small Diverse Business/Veteran Business Enterprise verificationduring the review processa. You will receive an automatic email at the time of denialb. Denial will be for Small Diverse Business or Veteran Business Enterprise portion ofthe application only and will not impact your Small Business self-certificationii. Option 21. Contact BDISBO at gs-bdisbo@pa.gov or 717-783-3119 to have the in-process applicationdeleted2. Restart the application, check SB only (Step 5) to complete the Small Business application13
15. If electing to apply for certification as a Small Business (SB) only:a. Load company’s supporting federal tax returns for the last three tax years by clicking Select Filei. Upload Page 1 of the tax returns filed for the three most recent tax years (page 1 reports Gross salesand receipts on line 1 or 1a)ii. Upload a copy of Form 7004 or 4868, Application for Automatic Extension of Time to File if anextension has been filed for the most recently completed tax year and the return is still in processiii. Check N/A if no federal tax returns or extensions have been filed for the company for any of thethree most recent tax years (e.g. newly established business)iv. Click Continue once all documentation has been submittedz%2fSthH4dRFZx%3d16. If electing to apply for certification as a Small Business (SB) and verify as a Small Diverse Business (SDB) or VeteranBusiness Enterprise (VBE):a. Load company’s supporting federal tax returns for the last three tax years by clicking Select Filei. Upload Page 1 of the tax returns filed for the three most recent tax years (page 1 reports Gross salesand receipts on line 1 or 1a)ii. Upload a copy of Form 7004 or 4868, Application for Automatic Extension of Time to File if anextension has been filed for the most recently completed tax year and the return is still in processiii. Check N/A if1. No federal tax returns or extensio
Companies already self-certified as Small Business wishing to add a Small Diverse Business or Veteran Business Enterprise verification : b. See Resuming an Incomplete or In Process Application if returning to continue an incomplete application . 5 . 4. Enter the company’s Tax ID Number (no spaces or dashes) and 6-digit Vendor ID
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