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Tier 1 Invitation To Qualify (ITQ)

Tier 1 Invitation To Qualify (ITQ). Instructional Guide It is suggested that you print a hard copy of this document for reference prior to beginning the on-line electronic ITQ submission process Bureau of Small Business Opportunities (BSBO) Oslwen C. Anderson, Jr. Construction Liaison

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Tier 1 Invitation To Qualify (ITQ)

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  1. Tier 1 Invitation To Qualify (ITQ) Instructional Guide It is suggested that you print a hard copy of this document for reference prior to beginning the on-line electronic ITQ submission process Bureau of Small Business Opportunities (BSBO) Oslwen C. Anderson, Jr. Construction Liaison 717-214-6226 oanderson@pa.gov

  2. Tier 1 ProgramInvitation To Qualify (ITQ)STEP - A www.pasupplierportal.state.pa.us Go to: Click On:

  3. Tier 1 ProgramInvitation To Qualify (ITQ)STEP - B Enter PA Supplier Portal User Name & Password Log Into Portal Note: If you do not know your PA Supplier Portal USER NAME and PASSWORD please call the Customer Service Help Desk at (877) 435-7363 or (717) 346-2676 for assistance.

  4. Tier 1 ProgramInvitation To Qualify (ITQ)STEP - C Click On:

  5. Tier 1 ProgramInvitation To Qualify (ITQ)STEP - D Click On:

  6. Tier 1 ProgramInvitation To Qualify (ITQ)STEP - E If a Security Box Pops Up please click “Yes” if it looks like this………. Or, “No” if it looks like the below box………. Or, click the “Show All Content” tab if the below box appears at the bottom of the window……….

  7. Tier 1 ProgramInvitation To Qualify (ITQ)STEP - F Click On:

  8. Tier 1 ProgramInvitation To Qualify (ITQ)STEP - G Click On:

  9. Tier 1 ProgramInvitation To Qualify (ITQ)STEP - H Click on ICON; Scroll Down To Create New

  10. Tier 1 ProgramInvitation To Qualify (ITQ)STEP - I Click On:

  11. Tier 1 ProgramInvitation To Qualify (ITQ)STEP - J Review all 4 Parts of ITQ Documents Prior to Proceeding. You will need to print Part II – Bid Requirements. Within this document is a copy of the Tier 1 ITQ Signature Page. The Tier 1 ITQ Signature Page will need to be manually completed. You will then need to convert it to an electronic file. Later within this instructional guide as noted in STEP – P you will need to BROWSE for and locate the electronic file. Therefore, please NOTE what you name this file so that it is easily located when necessary in STEP - P. The Tier 1 ITQ Signature Page is within the Part II – Bid Requirements Documents. Print and complete.

  12. Tier 1 ProgramInvitation To Qualify (ITQ)STEP – J (cont’d) 1 – Acknowledge Review 2 –Select ITQ

  13. Tier 1 ProgramInvitation To Qualify (ITQ)STEP - K Complete Steps 2 through 8 (excluding 6). You will need to click on each of the Steps required for completion in order to input the requested data.

  14. Tier 1 ProgramInvitation To Qualify (ITQ)STEP - L Step 2 – Proposal Contact Information After Clicking on Step 2 to enter this section, input all requested information and click on SAVE tab.

  15. Tier 1 ProgramInvitation To Qualify (ITQ)STEP - M Step 3 – Supplier Profile After Clicking on Step 3 to enter this section, input all requested information and click on SAVE tab. It should be noted that you may be required to click on an ADD tab to populate some inputted data: (The red asterisk is a required field)

  16. Tier 1 ProgramInvitation To Qualify (ITQ)STEP – M (cont’d) CRITIAL DATA POINT # 1 Please take the time to describe all work that your company performs. The information entered within this section will be used by purchasing agencies to determine whether or not your company is advised of various project opportunities. Therefore, please state the specific scopes of work that your company provides within the general construction, HVAC construction, Electrical construction, and/or Plumbing construction lines of work.

  17. Tier 1 ProgramInvitation To Qualify (ITQ)STEP – M (cont’d) • Ensure that you complete the contact data for each of the contact types identified in the column entitled: TYPE • ITQ Solicitation Contact • Emergency Contact • Commonwealth Sales Representative • ITQ Technical Contact • Executive Contact • Billing/Invoicing Contact • Legal Contact

  18. Tier 1 ProgramInvitation To Qualify (ITQ)STEP – M (cont’d) CRITIAL DATA POINT # 2 Please take the time to enter up to as many as 15 different Key Words describing the construction services that your company provides. It should be noted that these Key Words should describe the scopes of work that you indicated your company provides in the previously completed section entitled: Company Description Please be sure to click on Add TAB next to green arrow once you’ve entered your Key Words

  19. Tier 1 ProgramInvitation To Qualify (ITQ)STEP - N Step 4 – Service Categories After Clicking on Step 4 to enter this section, input all requested information and click on SAVE tab. Ensure that you select the service categories applicable to your company; Add them by clicking the ADD tab; and click on SAVE tab once completed.

  20. Tier 1 ProgramInvitation To Qualify (ITQ)STEP - O Step 5 – Counties After Clicking on Step 5 to enter this section; Check the counties that you are interested in working in; Click Add to SC tab. After clicking on the Add to SC tab the upcoming screen presented in this instructional guide will appear.

  21. Tier 1 ProgramInvitation To Qualify (ITQ)STEP – O (cont’d) Click on: SAVE tab

  22. Tier 1 ProgramInvitation To Qualify (ITQ)STEP - P Step 7 – Additional Required Documentation After Clicking on Step 7 to enter this section there are numerous actions required to complete the section as noted on this and the following instructional guide pages step-by-step. First - Click on symbol; Scroll down and select ITQ Signature Page Form

  23. Tier 1 ProgramInvitation To Qualify (ITQ)STEP - P • Second - Click on Browse tab as noted by the red arrow. Once selected the POP UP screen to the left will appear. • Third - Locate your electronically saved ITQ Signature Page Document. Click on the file and then click on the Open tab as noted by the blue arrow. After clicking on the Open tab the file name will appear in the browse box. • Fourth – Click on the UPLOAD tab as noted by the green arrow.

  24. Tier 1 ProgramInvitation To Qualify (ITQ)STEP - P • After clicking on the UPLOAD tab you will note that the uploaded document will appear under the Document Name Column. • Fifth – Click on SAVE tab as noted by the red arrow.

  25. Tier 1 ProgramInvitation To Qualify (ITQ)STEP - P • After clicking on the UPLOAD tab you will note that the uploaded document will appear under the Document Name Column. • Sixth – Click on symbol as noted by the red arrow; Scroll down and select Small Business Self-Certification Form; Browse, Upload, and Save an electronic copy of your SBPI Certificate as done for the ITQ Signature Page. Uploaded ITQ Signature Page Document

  26. Tier 1 ProgramInvitation To Qualify (ITQ)STEP - Q Step 8 – Pre-Submission After Clicking on Step 8. Review the your inputted data then SCROLL to bottom of the page and click on the check box (See Red Arrow)

  27. Tier 1 ProgramInvitation To Qualify (ITQ)STEP – Q (Cont’d) After Clicking on the check box click the Submit Proposal TAB. (See Red Arrow)

  28. Tier 1 ProgramInvitation To Qualify (ITQ) NOTE: Upon the Commonwealth’s electronic receipt and approval of your Tier 1 Invitation to Qualify (ITQ) a Zero $ Value Contract will be sent to your attention for review and signing. Once signed you are to return the Zero $ Value Contract to the provided address. Once this contract is received by the Commonwealth your company will be considered a Tier 1 Contractor and will be informed via email of Tier 1 project opportunities for bidding.

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