CIAP Portal User Guideciap-portal-test.dev.asiagate.com/downloads/CIAP_PORTAL...User Guide for Contractors and AMOs CIAP Online Licensing and Registration Page 2 Table of Contents

CIAP Portal User Guide

AMO Applications

Licenses, Registrations and Amendments of Contractor Applications

Evaluator Accreditation Applications

Document Version 1.0 February 2015

User Guide for Contractors and AMOs CIAP Online Licensing and Registration

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Table of Contents General Information ................................................................................................... 3

Document Purpose .............................................................................................................3 Conventions .......................................................................................................................3 Acronyms ...........................................................................................................................3 Standard user interface components ...................................................................................3

Getting Started ........................................................................................................... 4 Online services ...................................................................................................................4 Basics .................................................................................................................................6 Getting a User Account .......................................................................................................6

Confirming your User Account registration ............................................................................. 7 Resetting a forgotten password ..........................................................................................7 Logging In ...........................................................................................................................7 Navigating the Home Page ..................................................................................................8 Updating your profile .........................................................................................................8 Changing your password .....................................................................................................8 Logging out .........................................................................................................................9

Applying as AMO ...................................................................................................... 11 Applying for AMO Registration .............................................................................................. 11 Editing an AMO Registration application ............................................................................... 12 Schedule an AMO Registration application ........................................................................... 12 Scheduling an AMO examination ........................................................................................... 12 Rescheduling an AMO examination ....................................................................................... 13 Practice an AMO examination ............................................................................................... 14 Taking the AMO examination ................................................................................................ 14

Applying for Licenses, Registrations and Amendments .............................................. 17 Online Application Types and Information Requirements..................................................... 18 Filling out application forms................................................................................................... 19

A. General Information Sheet .......................................................................................................... 19 B. License ......................................................................................................................................... 20 C. Authorized Managing Officer ...................................................................................................... 21 D.Bank and RDO Details.................................................................................................................... 21 E.Sustaining Technical Employees .................................................................................................... 21 F.Financial Information ..................................................................................................................... 21 G. ...................................................................................................................................................... 23 Authorized Representatives ............................................................................................................. 23 H.Application Checklist ..................................................................................................................... 24 I. List of Conditions ........................................................................................................................... 25 J.Application Status .......................................................................................................................... 25 K. Statement of Annual Value of Work Accomplished ................................................................... 26 L. Special License Project ................................................................................................................. 27 M. Construction Project ................................................................................................................... 28

Editing an Application Type .................................................................................................... 30 Deleting an Application Type ................................................................................................. 30


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General Information Document Purpose This User Guide provides the necessary information to effectively use the Construction Industry Authority of the Philippines (CIAP) Portal. The user is provided with screen shots and a step-by-step discussion on to use the system efficiently.

Conventions The term ‘User’ is used throughout this document to refer to a person who can access and who is required to have access. The key requirement is a user account. The following are other conventions used in this document:

Bold buttons, radio button name, checkbox name, fieldname, link Italicized Web page name, window name, menu, system name, tab name “<item>” Item from a dropdown list, radio button options, checkbox options

Acronyms

Acronym Definition

CIAP Construction Industry Authority of the Philippines

CIAS CIAP Information and Application Systems

AMO Authorized Managing Officer

CPIS Contractors Performance Information System

IUC Implementing Unit Coordinator

Standard user interface components

Button Function

* Fields with asterisks (*) are required fields. You shall not be allowed to save a transaction when the data for a required field is not provided.

Saves a record.

Closes a window.

Edits or views records.

Toggles from Yes and No.

Deletes a record.


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Getting Started

Online services Welcome to the Construction Industry Association of the Philippines’ online portal, a service that allows contractors, accredited associations and performance evaluators to perform certain transactions online:

User Online Services

Contractor

Register as AMO. Edit AMO registration.

Schedule AMO examination

Take AMO examination. Create and submit license / registration / amendment application. Edit and submit license / registration / amendment application.

AMO Exam Proctor Mark attendees of an AMO examination batch. Start AMO examination.

Accredited Association Coordinator

Upload AMO examination results. Upload seminar attendees.

Implementing Unit Coordinator Create and submit evaluator accreditation request. Create and submit project.

Team Lead Evaluator Create and submit performance evaluation report.

If you are a Contractor

If you are applying for a new regular license, you should fill up all the required fields on

each page and attach soft copies of required documents to be able to submit your

application. Your Authorized Managing Officer must also be registered in the system in

order to proceed with your application submission.

If you are applying for a renewal of your license, you should supply your existing license

number in order for the system to display your existing license information. You should

then update your record for any changes and attach soft copies of required documents to

be able to submit your application.

If you are applying for new special license, you should supply your regular license

number, fill up all the required fields on each page and attach soft copies of required

documents to be able to submit your application.

If you are applying for amendments to your license, you should supply your existing

license number, fill up the required fields and attach soft copies of required documents to

be able to submit your application.

After submitting your application online, print a hard copy of your application and have it

notarized. Please then wait for an email advisory on when you may proceed to CIAP

Office/Window to submit your notarized application form and your hard copies of other


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supporting documents. You may also log into your CIAP Portal to check your

application's status.

If you are an AMO scheduling your exam, you should fill up all the required fields on

each page to be able to submit your application. You will then print the examination slip

and present it to the AMO Exam Proctor on your examination day. You will then take

your exam online using your CIAP Portal access.

If you are an Implementing Unit Coordinator

You must initially create an account. Please wait for an email advising you of CIAP's

approval or disapproval of your account request. If you are submitting an evaluator

accreditation request or submitting a project's profile or endorsing your lead evaluator's

performance reports, you should fill up all the required fields on each page to be able to

submit your transaction.

If you are an Accredited Association Coordinator


approval or disapproval of your account request. Please note that in order to successfully

upload your list of training attendees, you should follow the template available in the

system.

If you are a Team Lead Evaluator

You should have received an email advising you of your username and password. To

request for a resending of the email, please activate your account.

If you are an AMO Exam Proctor


approval or disapproval of your account request.


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Basics Before accessing the system, you must have:

An internet connection

Any of the following browsers installed

o Mozilla Firefox 30

o Google Chrome 35

A minimum screen resolution at 1024 x 768.

A valid user account.

Getting a User Account

1. Open your browser.Note: You must use the recommended browser.

2. Enter the link http://www.ciap.dti.gov.ph in the address bar of your browser. The CIAP Website home page displays.

3. Click on Programs and Services on the main menu.

4. Click on Online Services on the sub-menu.

5. Click on CIAP Portal. The CIAP Portal Welcome page displays.

6. In the Sign Up area, enter fields as necessary.

7. Click on Sign Up button. Verification message displays.

http://www.ciap.dti.gov.ph/


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Confirming your User Account registration

1. Access the emailfrom CIAP that is requesting you to validate your account.

2. Click on Verify Account. You will be redirected to the CIAP Portal Account Activation page.

3. Click on Sign In button. The log in page displays.

Resetting a forgotten password

1. Access the CIAP Portal from the CIAP Website. The CIAP Welcome page displays.

2. Click on Forgot Password button. The Forgot Password window displays.

3. Enter your Email.

4. Click on Submit button. An email will be sent to your registered email address containing your

new password. Use this new password to access your account.Note: You can update your

password later. See “Changing your password” section.

Logging In

1. Enter the link http://www.ciap.dti.gov.ph in the address bar. The CIAP Website home page displays.

2. Click on Programs and Services>Online Services>CIAP Portal. The CIAP Portal Welcome page displays.

3. Enter your Email and Passwordin the sign in area.

4. Click on Sign In button. The Home page displays.

http://www.ciap.dti.gov.ph/


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Navigating the Home Page The Portal home page is displayed every time you log in. It is also displayed when you click on your username displayed on the main menu.

1. Header – This area is displayed in all pages. It displays the following items:

a. Logo for the CIAPPortal – clicking on the logo displays the page on full screen.

b. User icon – displays the user’s photo and name; clicking on the icon displays a sub-menu for various utilities.

2. Menu Bar – This displays links to other pages of the CIAP Portal. Depending on your role, the menu bar displays the list of various facilities accessible you were given access to.

3. Dashboard – This area is divided into three sections:

a. To Dos – This displays a listing of transactions requiring your compliance

b. Notifications – This displays a listing of messages pertaining to your submissions.

c. News and Announcements – This displays a listing of news and announcements issued by CIAP.

Updating your profile You can update your account information at anytime. Use the steps below to update your profile in the system.

1. Click user icon on the header. A sub-menu displays.

2. Click MyProfile link. The Profile page displays.

Changing your password


2. Click on My Profile. The Profile page displays.


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3. Click on Change Password Tab. Change Password displays.

4. Enter your Current Password

5. Enter your New Password.

6. Enter Confirm Password.

7. Click on Savebutton.

Logging out Use this procedure to log out from the system.


2. Click Sign Outlink. The CIAP Portal Welcome page displays.


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User Guide for Contractors

Applying as AMO

Applying for Licenses, Registrations and Amendments


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Applying as AMO Interested parties can apply online as an Authorized Managing Officer (AMO) and take the AMO examination online. Applying for AMO Registration

1. Log into the CIAP Portal.

2. Click on AMO Registration link on the menu bar. Personal Information displays.

3. Enterfields as necessary.

4. Click on Save button. Other tab displays.

5. Enter field as necessary in every tab.

6. Click on Save button.

You must have the role of a Contractor to file an AMO registration application.


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Editing an AMO Registration application



3. Edit field as necessary.


Schedule an AMO Registration application



3. Click on AMO Examination tab. AMO Examination displays.

4. Select field as necessary.

5. Click on Confirm Schedule button.

Scheduling an AMO examination




You must have the role of a Contractor to edit an AMO registration application.

You must have the role of a Contractor to schedule an AMO examination application.

You must have the role of a Contractor to schedule an AMO examination application.


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4. Select field as necessary.

5. Click on Schedule Exam button.

Rescheduling an AMO examination




4. Select Exam Schedule to change.

5. Click on Schedule Exam button.

You must have the role of a Contractor to reschedule an AMO examination application.


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Practice an AMO examination




4. Click on Start Practice Exam button. AMO Examination window displays.

5. Answer the questions.

6. Click X button to close the window.

Taking the AMO examination


2. Click on .

3. Click on

4. Click on Start AMO Exam.

You must have the role of a Contractor take the AMO examination.

You must have the role of a Contractor to practice an AMO examination application.


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5. Click on

6. Click on Start AMO Exam button. The Examination window displays. The window displays the

remaining time for you to complete the examination.

7. Click Tentative Answer button if you are unsure of your answer. The corresponding question

number on the bottom part of your window will turn yellow. You may get back to this question

by clicking on the number.

8. Click Final Answer button if you are sure of your answer. The corresponding question number

on the bottom part of your window will turn green.

9. Clicking on Tentative Answer or Final Answer button displays the next question.

10. Click on Submit button to indicate completion of the exam. The system displays a confirmation

message.


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11. Click on Ok button. The system displays a message whether you passed the exam or not.


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Applying for Licenses, Registrations and Amendments IMPORTANT.Through the CIAP portal, 27 types of application transaction types can be submitted online. The information required for a specific type of application is displayed below. The application process will take you through the required screens depending on the application type you selected.You cannot submit your application until all required fields are completed. If you are a Contractor If you are applying for a new regular license, you should fill up all the required fields on each page and attach soft copies of required documents to be able to submit your application. Your Authorized Managing Officer must also be registered in the system in order to proceed with your application submission. If you are applying for a renewal of your license, you should supply your existing license number in order for the system to display your existing license information. You should then update your record for any changes and attach soft copies of required documents to be able to submit your application. If you are applying for new special license, you should supply your regular license number, fill up all the required fields on each page and attach soft copies of required documents to be able to submit your application. If you are applying for amendments to your license, you should supply your existing license number, fill up the required fields and attach soft copies of required documents to be able to submit your application. After submitting your application online, print a hard copy of your application and have it notarized. Please then wait for an email advisory on when you may proceed to CIAP Office/Window to submit your notarized application form and your hard copies of other supporting documents. You may also log into your CIAP Portal to check your application's status.


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Online Application Types and Information Requirements

Legend

A - General Information Sheet B – License C – Authorized Managing Officer D – Bank and RDO Details E – Sustaining Technical Employees F – Financial Information G– Authorized Representatives

H – Application Checklist I – List of Conditions J – Application Status K – Statement of Annual Value of Work Accomplished (For Renewal of Regular License) L – Special License Project (For Special License) M – Construction Projects (for Special License)

ApplicationType A B C D E F G H I J K L M

1 NewRegularLicense ü ü ü ü ü ü ü ü ü ü

2 RenewalofRegularLicense ü ü ü ü ü ü ü ü ü ü

3 UpgradingaCategory ü ü ü ü ü ü ü ü ü ü

4 Additional/RevisionofClassifications ü ü ü ü ü ü ü

5 ChangeofAMO ü ü ü ü ü ü ü

6 ChangeofBusinessName ü ü ü ü ü ü

7 ChangeofBusinessNameandStatus ü ü ü ü ü ü

8 RegistrationforGovernmentInfrastructureProjects ü ü ü ü ü ü

9 Re-registrationforGovernmentInfrastructureProjects ü ü ü ü ü ü

10 UpgradingofRegistrationSizeRange. ü ü ü ü ü ü

11 AdditionalProjectKind ü ü ü ü ü ü

12 NewRegularLicenseunderAmnestyProgram ü ü ü ü ü

13 ChangeinLicenseDetails ü ü

14 CancellationofDetails ü ü

15 STEResignation ü ü ü ü ü ü ü ü ü ü ü

16 RestorationofRegularLicense ü ü ü ü ü ü ü ü ü

17 SpecialLicense(Local/JV) ü ü ü ü ü ü ü ü ü

18 SpecialLicense(Local/Consortium) ü ü ü ü ü ü ü ü ü

19 SpecialLicense(ForeignContractor) ü ü ü ü ü ü ü ü

20 SpecialLicense(Foreign/JV) ü ü ü ü ü ü ü ü

21 SpecialLicense(Foreign/Consortium) ü ü ü ü ü ü ü

22 AdditionalSTE ü ü

23 Renewal(Local/JV) ü ü

24 Renewal(Local/Consortium) ü ü ü ü ü ü ü

25 Renewal(ForeignContractor) ü ü ü ü ü ü ü ü ü ü ü

26 Renewal(Foreign/JV) ü ü ü ü ü ü ü

27 Renewal(Foreign/Consortium) ü ü ü ü ü ü ü

InformationRequirement


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Filling out application forms

A. General Information Sheet

1. Click on Applications tab on the menu bar. Applications page displays.

2. Click on Add Application button. Application form displays.

3. Select Application Type.

4. Other application types may require a License Number, such as Renewal type. Enter this, if

required.

5. Tick the checkbox of the Terms and Conditions if you agree.


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6. Click on Proceed button. General Information Sheet displays.

7. Select/Enter field as necessary.

8. Click on Save button. Next tab displays.

B. License

1. Click on License tab. License form displays.


3. Click onSave button.


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C. Authorized Managing Officer

1. Click on Authorized Managing Officer tab. AMO form displays.

2. Select/Enter field as necessary. (Same step as General Information Sheet tab on how to input

information).


D.Bank and RDO Details

1. Click on Bank and RDOdetails. Bank and RDO form displays.



E.Sustaining Technical Employees

1. Click on Sustaining Technical Employees tab. STE form displays.

2. Click on Add STE button. Add STE screendisplays.

3. If you are already registered, select YES. If not registered, selectNO.

4. Click on Proceed button. STE form displays.


F.Financial Information Audited Financial Statement

1. Click on Financial Information tab. Audited Financial Statement tab displays.

2. Select or Enter New BOA.

3. Complete field as necessary.


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4. Add Audited Balance Sheet.

a. Select/Enter field as necessary.

b. Click on Add button.

5. Click on Balance Sheet button. Balance Sheet displays.

a. Click on Excel to view in Excel file.

b. Click on PDF to view in PDF file.


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Fixed Assets Tab

1. Click on Fixed Assets tab. Fixed Assets tab displays.

2. Click on Choose File button. File Upload formdisplays.

3. Select file to upload. Note: It should be a .csv file.

4. Click on Open button.

5. Click on Upload button.

6. Click on Add Equipment button. Transportation Equipment form displays.



Fixed Assets Tab

Follow the same steps as Delivery and Transportation Equipment of the Firm as of Balance Sheet date. Real Properties Tab

Follow the samesteps as Delivery and Transportation Equipment of the Firm as of Balance Sheet date.

Schedules Tab

Follow the samesteps as Delivery and Transportation Equipment of the Firm as of Balance Sheet date.

G.Authorized Representatives

1. Click on Authorized Representatives tab. Authorized Representativesform displays.

2. Click on Add Authorized Representatives button. Authorized Representatives form displays.



Delivery and Transportation Equipment of the firm as of Balance Sheet date.

Machineries / Plants and Other Construction Equipment of the Firm as of Balance Sheet date.

Real Properties of the Firm as of Balance Sheet date.

Receivables of the Firm as of Balance Sheet date.


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H.Application Checklist

1. Click on Application Checklist tab. Application Checklist form displays.


4. Click on Edit button to add attachment.

5. Click on Add Attachment button. Application checklist attachment displays.

6. Click on Select files from your computer button. File Upload form displays.

7. Select file to upload.

8. Click on Open button.


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10. Click on Close button.

I. List of Conditions This section will contain additional requirements requested by the Technical Evaluator and/or Financial Evaluator.

1. Click on List of Conditions tab. List of Conditions form displays.

2. For each condition, click on button. The Conditions window displays. The lower portion of

the window displays the attachments for the condition. You may add one or more attachments.

3. Click on Add Attachment button. Follow same steps when attaching files under Application

checklist.

J.Application Status

1. Click on Application Status tab. Application Status screen displays.


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2. Click on Submit button.

K. Statement of Annual Value of Work Accomplished

1. Click on Statement of Annual Value of Work Accomplished. Statement page displays.

2. Click on Add Annual Value of Workbutton.



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L. Special License Project

1. Click on Special License Project. Special License Project page displays.

2. Select/Enter field as necessary


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M. Construction Project

1. Click on Construction Projects. Construction Project displays.


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2. Click on Add Construction Project button. Construction Project page displays.

3. Select/Enter field/s as necessary.



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Editing an Application Type Use this procedure to edit an application. You are allowed to edit your application if no application payment has yet been made.


2. Click on Application link on the menu bar. Application page displays.

3. Click on Pencil icon under Action. Application displays.

4. Edit as necessary.


Deleting an Application Type Use this procedure to delete an application. You are allowed to delete if you have not yet submitted your application.


2. Click on Application link on the menu bar. Application page displays.

3. Click on Trash icon under Action. A confirmation message displays.

4. Click on OK button. The application is deleted.

Documents

CIAP Portal User Guideciap-portal-test.dev.asiagate.com/downloads/CIAP_PORTAL...User Guide for Contractors and AMOs CIAP Online Licensing and Registration Page 2 Table of Contents