Step 3: Vendor Management

Please note this is a multi-step process. Once all steps are complete, all forms must be emailed to [email protected].

IMPORTANT: SAO requires a wet signature (pen-to-paper) or a digital signature (an electronic, encrypted, stamp of authentication on digital information) and date on all forms, otherwise SAO will not accept the documents.

Step 1: Supplier Change Request (SCR) Form

All applicants must download and complete the Supplier Change Request form found here.

Instructions:

Already a state vendor/supplier?

• Download the Supplier Change Request (SCR).
• Driver’s license is NOT needed.
• Section 2 must include the full bank account and routing number. Check only the 2nd box for “specific purpose.”  On that line, include “[Name of Grant Program].”
• Section 4, select box “Other.”
• Save and upload the completed SCR form.

Need to register as a state vendor/supplier?

• Download the Supplier Change Request (SCR) Form.
• Complete the Supplier Change Request (SCR) Form.
  • Driver’s license is NOT needed.
  • Section 2 must include the full bank account and routing number. Check only 2nd box for “specific purpose.” On the line, include the grant name, "[Name of Grant Program]"
  • Section 4, select box “Add new bank account.”

• Save and email the SCR, W-9, undated Voided Check or Bank Verification Letter to [email protected]

   

Step 2: W-9

Please follow the instructions below carefully. Failure to complete this process will result in an incomplete application.

Instructions:

• Complete a Form W-9 found here (https://www.irs.gov/forms-pubs/about-form-w-9)
  • All sections should be complete.
  • Ensure your TIN/EIN number is correct.
  • Date of signature must be within the past 12 months.

• Email completed Form W-9 to [email protected]

   

Step 3: Voided Check or Bank Verification Letter

Please follow the instructions below carefully. Failure to complete this process will result in an incomplete application. SAO requires a voided check or a bank verification letter to accompany the Supplier Change Request Form and W-9. Either a voided check or a bank verification letter is acceptable; however, due to state processing requirements, a voided check is preferred.

Voided Check Instructions:

• Address should match that on the SCR.
• Ensure your routing number matches.
• Check must be undated.

Bank Verification Letter Instructions:

• Letter must include your TIN/EIN number; ensure that it is correct.
• Ensure that account number matches.
• Date of verification letter must be within 30 days.

Email completed undated Voided Check or Bank Verification Letter to [email protected]

IMPORTANT: SAO requires a wet signature (pen-to-paper) or a digital signature (an electronic, encrypted, stamp of authentication on digital information) and date on all forms, otherwise SAO will not accept the documents.