trns•port precon training guide - ohio department of ... · web viewin this qrg, you will learn...

DBE Unified Certification Application

In this chapter, you will receive instruction about the following:

Enter and Submit Unified Certification Application and Supporting Documentation..........................................................2

Login to Trnsport and Download Application and Instructions 3Enter/Update Company Address Information.................5Enter/Update Company Owners/Representatives Information 6Enter/Update Company Personal Net Worth Information8Enter/Update Company Annual Data/Gross Receipts Information

.................................................................................10Create Status/Actions and Attach Application and Supporting

Documentation........................................................11

Trns•port CRL 2.02 DBE Certification Training Manual 1

Enter and Submit Unified Certification Application and Supporting DocumentationTo submit a Unified Certification Application along with supporting documentation, the following high level steps are to be performed:

1. Download, print, fill out, sign, and notarize the Unified Certification Application.

2. Gather copies of required supporting documentation listed within the application.

3. Scan and create electronic copies (Adobe Acrobat PDF files) of completed/notarized application and supporting documentation.

4. Within Trnsport CRLa. Enter/Update Company Address information.b. Enter/Update Company Owners / Representatives.c. Enter/Update Personal Net Worth.d. Enter/Update Annual Data / Gross Receiptse. Create a Status/Action: New App w/ Supp Docs Submittedf. Attach Adobe Acrobat PDF files of completed/notarized Application and Supporting Documentation.

5. Mail the notarized application and required supporting documentation to ODOT

2 DBE Unified Certification Application

Login to Trnsport and Download Application and Instructions

Quick Reference Guide (QRG) 1

In this QRG, you will learn how to login to ODOT’s Trnsport CRL and download the Unified Certification Application and Unified Certification Application Instructions.

1. Using Internet Explorer or Chrome, open the following site: https://project.transportation.ohio.gov

2. In the Username field, enter the login ID provided to you from https://myodot.dot.state.oh.us. (Make sure you change the domain to ODOTONLINE as shown above)

3. In the Password field, enter the password provided to you from https://myodot.dot.state.oh.us.

4. Click the Log on button.


Change the Domain to ODOTONLINE

https://myodot.dot.state.oh.us/

5. Under External Links, click the Certification Application hyperlink.

6. Print the Certification Application.

7. Under External Links, click the Certification Application Instructions hyperlink.


8. Complete the Certification Application and follow the instructions listed in the Certification Application Instructions.


Enter/Update Company Address Information


In this QRG, you will learn how to enter/update company address information.

Warning: Prior to performing this QRG, ensure the Unified Certification Application is complete.

1. Using Internet Explorer or Chrome, open the following site: https://project.transportation.ohio.gov and logon to Trnsport.

2. Under Vendor Overview, click your Vendor ID.

3. Click the Addresses tab.

4. Verify the company mailing address and telephone number(s) matches the company mailing address and


telephone number(s) entered in the Application.

5. If the company mailing address and telephone number(s) in the Address tab does not match, update the company mailing address and telephone number(s) accordingly and then click the Save button.

6. If the company mailing address and telephone number(s) is not listed, enter the company mailing address and telephone number(s) information in the New Address row as listed in the Application.

Note: Click the New button if a New Address row is required.


7. Click the Save button when you have completed entering the


Enter/Update Company Owners/Representatives Information


In this QRG, you will learn how to enter/update Company Owners/Representatives.


1. : Click the Company Owners/Representatives tab.

2. In the New Officer fields, enter Company Owners / Representatives information as follows:

a. :Enter Full name of the owner / representative

b. :Enter Title of the person listed in the Officer Name field.

c. : Click the Drop Down field and select 01-Mail-Mailing Address

d. : EnterSalary information as listed in the Application.

e. : Enter Owner/Rep Phone Numberf. : Read-Only: Gender to be populated by Certifying


Agency.

g. : Click to check if the Title selected is the Owner/Rep’s Primary Title.

h. : Click to check if this person is the Primary Company Contact. (Note There can only be one designated Company Contact.

i. : Enter Percent Ownership as listed in the Application

j. : Enter Citizenship as listed the Application.k. : Read-Only: Ethnic Group to be populated by Certifying Agency.

3. : Click the Save button.

Enter/Update Company Personal Net Worth Information


In this QRG, you will learn how to enter/update Personal Net Worth.

Warning: Prior to performing this QRG, ensure the Unified Certification Application is complete, scanned, and electronic copies (Adobe Acrobat PDF files).


1. : Click the Personal Net Worth tab.

2. In the New DBE Net Worth fields, enter Personal Net Worth information as follows:

a: : Press Enter in the Officer ID field and select the applicable Officer ID.

b: : Click the Submittal Type field and select NEW – New Application.

c: : Enter today’s date.

d: : Enter year applicable to the Application.

e: : Enter the Personal Net Worth assets as listed in the application.


f: : Enter the Personal Net Worth liabilities as listed in the application.

3. : Click the Save button.Note: Upon clicking the Save button, the following fields are auto-generated: Total Assets, Total Liabilities, and Personal Net Worth.

Enter/Update Company Annual Data/Gross Receipts Information


In this QRG, you will learn how to enter/update Annual Data/Gross Receipts.



1. : Click the Annual Data / Gross Receipts tab.

2. In the New Annual Data fields, enter Annual Data / Gross Reciepts information as follows:

a: : Year for the Total Receipts.

b. : Click the Submittal Type field and select NEW – New Application.

c. : Enter today’s date.

d. : Click the Save button.

3. Click the Row Actions button and click Attachments.

4. Repeat Steps 2-3

Create Status/Actions and Attach Application and Supporting Documentation



In this QRG, you will learn how to create a Status/Action of New App w/ Supp Docs Submitted and upload an electronic copy of the Application and Supporting Documentation.

Warning: Prior to performing this QRG, ensure the Unified Certification Application and supporting documents have been scanned and an electronic copy (Adobe Acrobat PDF files) have been created. For more information on how to scan documents into PDF, see: http://www.wikihow.com/Scan-Documents-Into-PDF

1. : Click the Status/Actions tab.

2. : Click the New button.

3. In the Status/Actions fields, enter the following information as follow

a. : In the Status/Actions field, type new and select 01a. New App w/ Supp Docs Submitted.

b. : Enter today’s date.



http://www.wikihow.com/Scan-Documents-Into-PDF

5. Click the Row Actions button and then click Attachments.

6. Click the Select File button.

7. Select the electronic copy of the Signed/Notarized UCP Application and then click the Open button.

8. In the Description field, type new and select New.00 Ohio DBE Unified Certification Application



10. Repeat steps 6-9 for each supporting document.

11. : When all documents have been attached, click the Log off button.
