Registering as a bidder

Purpose: Demonstrate how to register as a bidder in Cal eProcure.

Scenario: As a company, you wish to register in Cal eProcure. Use the Bidder Registration page to complete the process.

Roles: Public

Steps:

1. Click the Login/Register link.

   Step 1

2. Note: During Bidder registration, you may receive a message that FI$Cal already has your supplier record. If this is the case, you will need to complete the Supplier Registration process.

   Step 2

3. The Register as a Sourcing Bidder button will guide you to complete the Bidder Registration process. Completing registration will then designate you as a "Bidder" in the FI$Cal system, and allow you to submit electronic bid responses to State solicitations.

   Step 3

4. Begin by navigating to the Bidder Registration page.

    

   Click the Register as a Sourcing Bidder button.

   Step 4

5. The Bidder Registration page is displayed and begins with Step 1: Preliminary information.

    

   Use the following pages to populate your company information into the system in order to complete the Bidder registration process.

   Step 5

6. Notice that the Federal Employer Identification Number (FEIN) option is selected by default already.

    

   Begin by entering your business' Federal Tax ID (FEIN) number in the Tax Identification Number field below.

   Step 6

7. Click in the Tax Identification Number field.

   Step 7

8. Enter the desired information into the Tax Identification Number field.

    

   Enter "987456321".

   Step 8

9. Next, review question two. You may respond to this question using any of the options provided.

    

   In this scenario you are interested in just Selling Goods/Services.

   Step 9

10. When you click the Next button, FI$Cal may prompt you with a notification that your supplier record already exists in their system. In this case you must contact the FI$Cal Service Center in order to complete your registration.

    Step 10

11. Click the Next button.

    Step 11

12. The Step 2: User Account Setup page displays.

     

    Use this page to enter contact information for your company.

     

    Note: It is possible to register more than one user for your company in addition to yourself.

    Step 12

13. Begin by entering your Company Name.

     

    Click in the Company Name field.

    Step 13

14. Enter the desired information into the Company Name field.

     

    Enter a valid value e.g. "Hernandez Construction".

    Step 14

15. Next, fill in all fields under the New User section that have an asterisk (*) in front of the description. These are required fields.

     

    You may also enter information in any of the fields that do not have asterisks as well.

    Step 15

16. Click in the First Name field.

    Step 16

17. Enter the desired information into the First Name field.

     

    Enter "Mark".

    Step 17

18. Click in the Last Name field.

    Step 18

19. Enter the desired information into the Last Name field.

     

    Enter "Hernandez".

    Step 19

20. Click the Vertical Scrollbar.

    Step 20

21. Click in the Email ID field.

    Step 21

22. Enter the desired information into the Email ID field.

     

    Enter "mhernandez@hernandezconstruction.com".

    Step 22

23. Click in the Office Number field.

    Step 23

24. Enter the desired information into the Office Number field.

     

    Enter "9165551234".

    Step 24

25. In the User ID field, enter a login name which you will use to access FI$Cal once registration is complete.

    Step 25

26. Click in the User ID field.

    Step 26

27. Enter the desired information into the User ID field.

     

    Enter "Mark.Hernandez".

    Step 27

28. Click the Vertical Scrollbar.

    Step 28

29. If additional users needed to be added for your business, you would click the Save and Add Another User button to begin entering contact information for that additional user.

     

    In this scenario, no other users will be added at this time.

    Step 29

30. Click the Next button.

    Step 30

31. The Step 3: Primary Address page displays. Use this page to enter the primary physical address for your company.

    Step 31

32. Click in the Address 1 field.

    Step 32

33. Enter the desired information into the Address 1 field.

     

    Enter "2000 Evergreen St".

    Step 33

34. Click in the City field.

    Step 34

35. Enter the desired information into the City field.

     

    Enter "Sacramento".

    Step 35

36. Click in the Postal field.

    Step 36

37. Enter the desired information into the Postal field.

     

    Enter "95814".

    Step 37

38. Click the Look up State button.

    Step 38

39. Click the CA button.

    Step 39

40. Click the Vertical Scrollbar.

    Step 40

41. Click the Next button.

    Step 41

42. The Step 4: Other Account Addresses page displays.

     

    Use this page to define any alternative addresses your company may use.

    Step 42

43. Notice that the address you provided on the previous page is now displayed in proper format.

     

    Note: If you entered any information incorrectly, you can always use the < Back button at the bottom of the page to return to a previous page and correct any information.

    Step 43

44. If you wish to declare a Bill to Address, Ship to Address or Invoice Address that is different than your Primary Address, you may do so using the options in the Other Account Addresses section.

     

    In this scenario, the Primary Address is the most appropriate address for billing, shipping and invoice statements.

    Step 44

45. Click the Next button.

    Step 45

46. The Step 5: Address Contacts page is displayed.

     

    This page is used to designate users as the primary contact for each different address provided.

    Step 46

47. In this scenario, you have only entered one user and one address, therefore the defined user is the most appropriate contact at the listed address.

    Step 47

48. To assign a contact to a different address, use the dropdown arrow and select the correct address.

    Step 48

49. Click the Next button.

    Step 49

50. The Step 6: Other Business Details page is displayed.

     

    This page is used for declaring the primary industry for your company, and also allows you to provide key words that relate to your business.

    Step 50

51. Select the industry that your company most closely identifies with.

    Step 51

52. Click the 1. Company Primary Industry list.

    Step 52

53. Click the Maintenance list item.

    Step 53

54. Next, provide keywords that will help FI$Cal find bids that are a best match for your company.

     

    Note: Please enter at least 3 different keywords that define your business' products or services.

    Step 54

55. Click in the Keywords field.

    Step 55

56. Enter the desired information into the Keywords field. 

     

    Enter a valid value e.g. "Heating".

    Step 56

57. Click the Plus button.

    Step 57

58. Click in the Keywords field.

    Step 58

59. Enter the desired information into the Keywords field. 

     

    Enter a valid value e.g. "Cooling".

    Step 59

60. Click the Plus button.

    Step 60

61. Click in the Keywords field.

    Step 61

62. Enter the desired information into the Keywords field. 

     

    Enter a valid value e.g. "Ventilation".

    Step 62

63. Click the Plus button.

    Step 63

64. By default, the option to receive certification notifications and email notifications about bid opportunities is set to yes.

     

    If you do not wish to receive email notifications about bidding opportunities or certifications, select the No option instead. You can also change your notification preferences at any time.

    Step 64

65. Click the Vertical Scrollbar.

    Step 65

66. Next, provide information as to where your company will provide service. 

     

    If your company provides service statewide override the selected option of No.

    Step 66

67. In this example Hernandez Construction only provides service in the Sacramento area.

     

    If you need to view a listing of all the service areas you can click on the Download button.

    Step 67

68. Click the Area Id look up button.

    Step 68

69. Click in the Search field at the top of the Service Area ID list.

    Step 69

70. Enter the desired information into the Search field. 

     

    Enter a valid value e.g. "Sacramento".

    Step 70

71. Click the 034 button.

    Step 71

72. Click the Vertical Scrollbar.

    Step 72

73. Click the Next button.

    Step 73

74. The Step 7: Additional Classification Information page is displayed.

     

    This page applies to manufacturers and is used to gather information to accurately define their business. Your responses below will be used when departments use the solicitation process and need to include bidder invitations.

     

    If this information does not relate to your business, you may skip this step.

    Step 74

75. Click the Standard Industry Code look up button.

    Step 75

76. The list of all code values displays.

     

    Use the search field at the top of the page to filter through the results and find the most appropriate codes for your business.

    Step 76

77. Click in the Quick Filter field.

    Step 77

78. Enter the desired information into the Select field.

     

    Enter "heating".

    Step 78

79. Click the 2351 button.

    Step 79

80. You may add as many NAICS codes as desired at this time.

     

    To do so, use the Add Row button to look up an additional NAICS code.

     

    Click the Add Row button.

    Step 80

81. Click the Look up Standard Industry Code button.

    Step 81

82. Click in the Search field at the top of the NAICS code list.

    Step 82

83. Enter the desired information into the Search field.

     

    Enter "air-condi".

    Step 83

84. Click the 22133 button.

    Step 84

85. Once all desired NAICS codes have been added to your profile, proceed on to the next step in the registration process.

    Step 85

86. Click the Next button.

    Step 86

87. The Step 8: Bid Notification Preferences page is displayed.

     

    Selecting specific UNSPSC categories will qualify you to receive notifications about those future events that match your interests. You are not obligated to select any options, but doing so will result in more invitations to bid on solicitation events. 

     

    Note: If the "Receive Notification" option was previously selected as "Yes", you will receive email notifications about bidding opportunities, based on the UNSPSC values entered.

    Step 87

88. Use the Search Title field to enter a description for the UNSPSC category you would like to add to your profile.

    Step 88

89. Click in the Search Title field.

    Step 89

90. Enter the desired information into the Search Title field. 

     

    Enter a valid value e.g. "heating".

    Step 90

91. Click the Search button.

    Step 91

92. Results display based on the description entered in the Search Title field.  Use the +Add button to select the desired UNSPSC that you want to add to your profile.

    Step 92

93. Click the Add button on the first row.

    Step 93

94. Following the same process,continue adding additional UNSPSC codes as needed.

    Step 94

95. Click in the Search Title field.

    Step 95

96. Press [Delete].

    Step 96

97. Enter the desired information into the Search Title field. 

     

    Enter a valid value e.g. "cooling".

    Step 97

98. Click the Search button.

    Step 98

99. Click the Add button on the first row.

    Step 99

100. The selected UNSPSC codes appear under the My Notifications section.

     Step 100

101. Click the Vertical Scrollbar.

     Step 101

102. Click the Next button.

     Step 102

103. The Step 9: Terms and Conditions page is displayed.

      

     Review the entire Terms and Conditions section.

      

     Lastly, use this page to agree to the FI$Cal terms and conditions agreement.

     Step 103

104. Click the I agree to be bound by the following Terms and Conditions option.

     Step 104

105. At this point, it is still possible to use the << Back button to return to any of the nine pages in the registration process and correct any information, if needed.

      

     If you are finished entering all information, use the Finish button to complete your application.

     Step 105

106. Click the Finish button.

     Step 106

107. After clicking the Finish button, an email will be sent containing your FI$Cal login credentials to the email address provided.

      

     You can then use those credentials when accessing the FI$Cal site.

     Step 107

108. You could now navigate to your email to view the credentials that FI$Cal has generated for you, then use the Sign In button here to log into FI$Cal as your company.

     Step 108

You have successfully completed "Registering as a bidder" topic.

Key Takeaways:

- A public user can register their business in the Cal eProcure system by following 9 steps

- If selected, you will receive email notifications of bidding opportunities that fit your profile

- Once completing registration, you will then be able to access the Cal eProcure system using the login name that you provided during the application

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