To complete an application, vendors will be directed to the CPCS Vendor Portal Link: https://vendorportal.publiccounsel.net/. This is where they can check the status of their application, submit any changes to their profile, address changes, banking information, etc., and submit inquiries to the Vendor Maintenance team. Here is a high-level one-pager starter guide.
Once the application is submitted, it is reviewed in Salesforce, https://cpcs.lightning.force.com/lightning/page/home. To access the system, you will click the “Log in with Azure” button at the bottom of the page; there is no need to enter a Username and Password. Note: This system is only limited to users involved in the application review process. Here is the user guide.
Here are the training guides and recordings for the different user review groups. The documents below are for internal use and should not be distributed to external parties or colleagues unless allowed by the CFO.
- Vendor Maintenance Team: Training Guide – Training Video
- Experts Review Team: Training Guide – Training Video
- Audit Team: Training Guide – Training Video
- Panel Review Team: Training Guide – Training Video
- Salesforce Reporting – Training Video
Additional general Salesforce training information can be found here. If you are looking for additional training on reporting and dashboards from Salesforce, it can be found here.