Self-Service Training is Available
 

Below you will find the training courses available for suppliers and bidders with the City and County of San Francisco. 

Use the "Launch this Course" link to open the training material, then use the plus buttons in the left side outline to open up all the sections of the course.

 Topics Included in Training Course

 Link to Training Course

  • Introduction
    • Introduction to the Supplier Portal (Start Here!)
  • Creating and Managing your Bidder Profile
    • Register as a Bidder
    • Manage your Security for the Portal
    • Manage and Update Bidder Information
  • Becoming a Supplier as a Bidder and Maintaining Supplier Compliance
    • Becoming a Supplier as a Bidder
    • Compliance: Submitting your 12B Declaration
    • Compliance: Submitting your 14B Declaration
  • Managing your Supplier Profile
    • Maintain Supplier Account Information (Including ACH)
    • Maintain Supplier Categories
    • Adding a New User Profile to an Existing Supplier
  • Submitting Bids
    • Bidding on a Sourcing Event
    • Participating in Discussion Forums
  • Next Steps after Winning a Bid
    • Collaborate On and Sign a Contract
    • Acknowledge a Purchase Order
  • Getting Paid
    • Create an Invoice Using a Purchase Order
    • Create an Invoice Using a Packing Slip
    • Check Payment Status
  • Payment Affidavits and Acknowledging Payments for Primes and Subs
    • Enter Payment Affidavit (Prime)
    • Enter Payment Affidavit (Sub)
    • Run Participation Report
  Launch this Course