Oracle Supplier Portal

Dear Valued Partner,

To begin, navigate to The Supplier Registration Page HERE. You will see a field to enter your email address. Enter an email that you have easy access to and have it ready to receive the one-time access code. You will be able to re-access your draft registration by the email you enter via this method that will renew the one-time access code on return visits.

For the best results, please take note of the following tips:

●     This website works best in Google Chrome or Mozilla Firefox
●     Only use the navigation buttons (Back and Next) inside the portal when moving through the registration process. Using your browser’s back button will exit you from the portal.
●     Note that an asterisk (*) appears next to fields that are required.
●     At any point during the registration process, you can select “Save for Later” to complete the registration at another time. You will just need to re-enter your email.
●     Your registration request is not submitted until you select “Register” at the end of the process.
●     Do not use your browser’s navigation buttons. Please use the side bar on the right of your screen to navigate to specific steps.

If you have questions, please email us at oraclesupplier@philasd.org. We also have Supplier Portal Office Hours on Tuesdays from 3:30-5:00pm to assist with the registration process. See here for details and the Zoom link.

Step 1: Company Details

Enter basic information about your company and provide at least one contact. Complete the required information in the following fields:

Company Name: Provide the full legal name of your company. If you have a DBA name, you may enter the legal name with “DBA,” and then any “DBA” or “Doing Business As” names to follow. This field needs to include the full legal name of the company.

Tax Organization Type: Select your company’s tax organization type from the dropdown. Most companies will be “Corporation.” Note: LLC organizations should select “Corporation.” Charter schools and private schools should select “Non-Profit Organization.” Public school districts should select “Government Agency.” Generally, this should match what is provided on your IRS letter and W9.

Supplier Type: Select the supplier type from the dropdown that most closely matches your organization or company. Companies providing goods or professional services to the District should select “Supplier.”

Corporate Website (Optional): Enter your company’s website domain starting with “www.”

Attachments: Ignore this.

DUNS Number (Optional)*: Enter your company’s DUNS Number.  Not every company has or needs a DUNS number. A DUNS Number is a unique nine-digit identifier for businesses assigned by Dun & Bradstreet. DUNS Numbers are often referenced by lenders and potential business partners to help predict the reliability and/or financial stability of the company.

Tax Country: Most companies should select “United States.” You can type in the first few letters and it will display. If you are a foreign company, you will need to register with your assigned US EIN (Please note that for suppliers outside of the United States, we unfortunately cannot do business with companies outside of the United States that do not have a W-8 with a US EIN number or a US subsidiary that cannot provide a W9.)

Taxpayer ID*: If you are an Individual, enter your social security number. If you are any tax organization type other than “Individual,” enter your federal tax ID.

Note to Approver: (Optional) If you want to provide a note for the School District, you can enter it in this field.

Your Contact Information: Provide the first name, last name, and email of the person who will be responsible for entering and updating your company information in the portal. This could be you, or another person who will take responsibility for this information in the future.

* – Note: An existing registration or profile can be determined by one of these factors. If the system is saying that a profile already exists, please reach out to us with the EIN. The DUNS number may also be a factor. If you have changed EINs between now and July 1st, 2020, please state this and provide the previous EIN where possible.

 

Step 2: Contacts

Enter other contacts for your organization and assign them various roles and responsibilities. The more contacts we have with assigned roles, the better prepared we will be to work with your company.

The first contact for your organization has been imported from the contact information you gave on the first page under “Your Contact Information.” Click the Create button to enter additional contacts or on the Edit button to edit the existing contact. Please edit the imported profile to provide your job title and phone number.

Administrative Contact: If the contact person you are entering should be notified of the outcome of the registration request and wants further communications for other matters regarding the Oracle Supplier, select the Administrative Contact checkbox.

User Account: If the contact person you are entering needs to access the Supplier Portal for invoicing, viewing orders, or responding to bids, select the Request User Account checkbox.

Roles: If you selected the Request User Account checkbox on this contact, this should be added automatically. Some roles are optional, so it is suggested that you apply the ones relevant.

Step 3: Addresses

Enter your organization’s mailing addresses. After entering a mailing address, you can select the contacts you entered on the previous step that are associated with that physical address. Note: Enter at least one address for “Remit-To” and “Ordering” purposes, regardless of your status.

Click the Create button to enter a new mailing address. You can enter multiple, but at least one must match the address provided on your W9

Address Name: This can be named anything, but should be used to categorize the address. The School District recommends the following:

●     “Ordering,” if the address will be the destination for receiving and processing purchase orders,
●     “Remittance,” if the address will be the destination for checks or payment, or
●     “Main,” if it will be used for both.

Address Purpose: The “Address Purpose” field provides three checkboxes. Select the appropriate option. You can select more than one, but please only assign one purpose type per address, or mark the address name clearly for intended use. (i.e., multiple addresses should avoid having multiple “Ordering” or “Remit To” purposes to avoid payments getting lost or sent to the wrong location)

●     “Ordering”, if this address should receive purchase orders. If you select this box, make sure to enter an email address for this address.
●     “Remit To”, if this address should receive checks or other payments for services and/or goods provided.
●     “RFQ or Bidding”, if this address should receive notifications of posted RFPs, RFQs, and bids, as well as other communication regarding solicitations and negotiations.

Avoid selecting “Ordering” or “Remit-To” on more than one address.

Tip: You can skip and complete the Postal Code field, press “Enter”, then select the code from the results. The City and State automatically populate.

Address Contacts: You can select contacts that you entered in the “Contacts” area and associate them with the address being entered. This is not mandatory, but helps the School District contact the correct person when trying to reach your organization.

Step 4: Business Classification

This section collects information about the type of business you own, specifically if your company is certified as a disadvantaged business. If you do not qualify as a disadvantaged business, choose the option that says “None of the classifications are applicable” at the bottom of the options.

Click on the drop down menu to select your businesses classification.

For businesses with certificates from certifying agencies on file:

Classification: Select the type of certification you have from the dropdown.

Subclassification: Some classifications have subclassifications. If the drop down appears, select the appropriate subclass.

Certifying Agency: Select the agency that issued your certification. If the agency is not listed, select Other, and you will be prompted to enter the name in “Other Certifying Agency.”

Certificate: Enter the number listed on your certificate.

Start Date and End Date: Enter the dates listed on your certificate.

Attachments: Attach a copy of your certificate.

Notes: If you would like to leave a note regarding your classification, enter them here.

For businesses with no certifications on file: Please select “None of the classifications are available” and provide your certifications at a later date.

Step 5: Products and Services

This section allows you to select the products and/or services your company provides. It helps the School District reach out to your company when we release RFPs and bids for the services or goods your company provides.

To add a product or service, click the Select and Add button.

You can search for a category in the Category Name or Description field at the top of the page that appears. You can also browse through the list of products and services on that page, but it is preferred that you search by keyword.

To select a product or service, click the checkbox next to the Category Name or Number. To view more detailed products and services under the categories, click the arrow to the left of the Category Name or Number. Once you have selected the products and services you provide, you click “Apply” and “OK” at the bottom of the page.

You can remove any products or services from your list by selecting the “Remove” button on the right side of the Products and Services page.

Please do not choose the general categories.

Step 6: Questionnaire

This section collects important and required documentation from your business.

W9 Form: Upload a current and accurate W9 Form for your company. This form is required, and your registration request will not be processed without it. The name of the business you entered in Stop 1 must match the name of the business on Box 1 (or Box 2 if filled) of the W9 form. The W9 also must be have an address provided in Step 3, be signed within the past year. If there is anything missing from or incorrect with your W9, your registration will be returned to you for corrections.

DBA Name: If your company operates under an alternate, or Doing Business As (DBA) name, enter it here.

Title of Legally Authorized Representative: Please enter the title of the person who is legally authorized to sign contracts on behalf of your organization.

Name of Legally Authorized Representative: Please enter the name of the person who is legally authorized to sign contracts on behalf of your organization.

Email Address of Legally Authorized Representative: Please enter the email address of the person who is legally authorized to sign contracts on behalf of your organization.

City of Philadelphia Tax Clearance Certification: Upload a City of Philadelphia Tax Clearance Certification for your company here. Note that this is mandatory to do business with the School District of Philadelphia.

https://www.phila.gov/services/payments-assistance-taxes/get-tax-clearance/

State of Incorporation: Enter the state that your organization is incorporated in here.

Step 7: Review

Congratulations, you’re almost there!

Before submitting, review all the information you entered. Make sure it is accurate and complete.

Once you’ve reviewed all the information and have ensured its accuracy, select the Register button to submit the registration request to the School District of Philadelphia. Your request will be reviewed by School District personnel, who may reach out to you with questions or additional instructions. You will receive a notification emailed from the system if you need to resubmit your W9 or if your application has been approved.

If you receive a rejection message, we only ever reject an application if a supplier profile for your company already exists based on the information provided.

Your registration is complete.  Thank you.