ACCBO SPRING 2017 North Carolina electronic Vendor Portal (eVP) March 7, 2017

NC electronic Vendor Portal Overview On October 1, 2016, the North Carolina electronic Vendor Portal (eVP) upgraded to a new and improved version which allows vendors to register with Department of Administration procurement-related systems including the Interactive Purchasing System (IPS), the Statewide Uniform Certification (SWUC) Program – HUB Certification, and NC E- Procurement in one central location. Contacts are now able to do the following in NC eVP: Register to receive notifications from the Interactive Purchasing System (IPS) about procurement and construction opportunities based on designated commodity/construction codes. Initiate process to become recognized as an NC Historically Underutilized Business (HUB) Certified Vendor. Register to become an NC E-Procurement Vendor and accept purchase orders via the innovative and cost-saving state-wide purchasing system. Register to be part of the eQuote tool that enables vendors to electronically receive and respond to requests for quotations.

NC electronic Vendor Portal Overview The new NC electronic Vendor Portal interface provides a single entry point, simplifying the registration process for vendors to do business with the State of North Carolina. Previous Vendor Registration Process NC electronic Vendor Portal Process NC eVP IPS eQuote Vendor Registration eQuote IPS Company Info Contacts / Roles Locations Commodity Codes Construction Codes HUB Business Data Request to Receive Bid Notifications eQuote participation Company Info Locations Commodity Codes HUB Self-Designation eQuote participation Vendor required to enter updates to Vendor Information in eQuote Company Info Locations Commodity Codes Construction Codes HUB Certification Request to Receive Bid Notifications Company Info Locations Commodity Codes Construction Codes HUB Certification Request to Receive Bid Notifications

NC electronic Vendor Portal Key Improvements Default Purchasing Location When adding locations on the ‘Locations’ Page, vendors now have the option to select their Default Purchasing Location for NC E-Procurement purchase order delivery After naming a location, the vendor can select the ‘Default Purchasing Location’ checkbox Buyers will still be able to select the other locations; this will just be the one that defaults when they first select the company This is the Default Purchasing Location in NC E-Procurement

NC electronic Vendor Portal Key Improvements Separate User Accounts & Roles Each vendor user will now have his/her own account in NC eVP and roles will be assigned per user based on each individual’s job functions and responsibilities for the company. Billing Information Page The ‘Billing Information’ page allows vendors to easily see outstanding fee amounts and view recent fee invoices for each location on their account. Hub Certification Page The ‘HUB Certification’ page will display in the Vendor Registration process if the vendor has indicated that they are interested in becoming a HUB certified vendor.

NC electronic Vendor Portal Key Improvements IRS Verification The electronic Vendor Portal (eVP) now verifies registered NC E-Procurement vendor information with the United States Internal Revenue Service’s (IRS) Taxpayer Identification Number (TIN) matching service. This service will verify whether the Vendor’s name and Federal Tax ID entered in NC eVP matches the information in IRS records, for 1099 reporting purposes. If the status is ‘Not Verified’, the vendor must update the company name so that it matches the name on the IRS record The matching process will use the ‘Vendor Name’ entered in the Tax Information section Until the TIN match has occurred, a company’s IRS Verification Status will remain in Pending status Existing NCEP vendor accounts were matched prior to the upgrade and communications were sent to vendor accounts that required action

NC electronic Vendor Portal Key Improvements IRS Verification Each Vendor will have an “IRS Verification Status,” based on the results of the verification process. This field will be populated with either “Pending,” “Verified,” “Not Verified,” or “Not Applicable”; these statuses are defined as: Pending: The Vendor has not yet been matched via the IRS TIN Matching service Verified: The Vendor Name/TIN combination matches the IRS records Not Verified: The Vendor name/TIN combination does not match IRS records Not Applicable: The vendor is a Foreign Vendor without a U.S. Federal Tax ID Number and IRS verification does not apply to this vendor and/or the Vendor is not registered to receive purchase order via NCEP

NC electronic Vendor Portal Key Improvements IRS Verification View Vendor IRS Verification Status Directly within the NCEP Ariba Buyer Application When creating a Non-Catalog Line Item, buyers are able to view the IRS Verification Status of each supplier that is part of the NC E-Procurement Ariba Buyer application during the Supplier Search.

NC electronic Vendor Portal Key Improvements IRS Verification View Vendor IRS Verification Status Directly within the NCEP Ariba Buyer Application Once the vendor has been selected and the item has been added to the cart, buyers can click on the linked supplier name. Click on the linked supplier name.

NC electronic Vendor Portal Key Improvements IRS Verification View Vendor IRS Verification Status Directly within the NCEP Ariba Buyer Application The Review Details for Supplier page contains a field titled “IRS Verification Status,” which reflects the Vendor’s current IRS Verification Status.

90% NC electronic Vendor Portal IRS Verification VERIFIED Results IRS Verification As of Thursday, March 2, there are 44,164 vendors registered for NC E-Procurement 39,524 are Verified 4,640 are Not Verified 141 are Not Applicable Vendors that are Not Verified have been sent an email, indicating there is an issue with their NC E-Procurement registration. Next steps were included for vendors to follow. 90% VERIFIED

NC electronic Vendor Portal Public Vendor Search

NC electronic Vendor Portal Public Vendor Search

NC electronic Vendor Portal Public Vendor Search

NC electronic Vendor Portal Public Vendor Search

NC electronic Vendor Portal Public Vendor Search

NC electronic Vendor Portal Public Vendor Search

NC electronic Vendor Portal Public Vendor Search

Email: jeff.singer@doa.nc.gov NC electronic Vendor Portal Questions Any questions? ? ? ? ? ? Jeff Singer Email: jeff.singer@doa.nc.gov Office: 919-987-8129 Cell: 919-423-3173