Representations and Certifications replaces most of the paper based Representations and Certifications (Reps and Certs) in Section K of solicitations with an web services interface. Representations and Certifications is an integral part of the System for Award Management (SAM) and enables suppliers to register their certifications (small business, HUBZone business, and so on). CLM enables buyers to extract this information from SAM and store it along with the CLM document. See Extracting Representations and Certifications Details via CLM Documents .
Oracle CLM Sourcing or Oracle CLM Purchasing enables you to retrieve representations and certifications information for each supplier and store it along with the CLM document (solicitation or award). CLM enables users to perform real-time queries for representation and certification information for one or more suppliers and retrieve such information in a short span of time.
Published Solicitations that have been closed for bidding and draft awards are the CLM documents that require the representations and certifications information. This information is stored with the CLM document for each supplier. Thus, if a user needs to find out the representations and certifications information for a supplier for a particular solicitation or award, the user can retrieve the CLM document along with the representations and certifications information and view the required details for the supplier. Retrieve Representations and Certifications Details via Solicitations
Published solicitations that have that have been closed for bidding and have active offers placed against them are used to view and extract Representations and Certifications information.
To view Representations and Certifications information, select View Representations and Certifications Details from the Actions LOV of a closed solicitation and click Go. The View Representations and Certifications Details page that displays shows you the recently extracted Representations and Certifications details for the corresponding suppliers. When accessed, the first time, this page does not display any information, and users need to navigate to the Extract Representations and Certifications Information page by clicking on the Extract Representations and Certifications Information button to obtain the Representations and Certifications information for one or more suppliers. Click the View Certifications link to open the Attachments page. A representations and certifications document from FAR and another representations and certifications document from DFARS are available for you to view. Note that these representations and certifications documents from FAR and DFARS are stored with the solicitation information along with the supplier. You can also search for a representations and certifications document by Title using the Search LOV. Click the Return to View Representations and Certifications Details link to go back to the View Representations and Certifications Details page.
Click the Extract Representations and Certifications Information button to open the Extract Representations and Certifications Information page. Select a supplier by clicking the radio button. The Supplier Name, Supplier Site and Offer Numbers are defaulted on the page. Enter a Unique Entity Identifier for the supplier, without which you will not be able to extract the Representations and Certifications information. The Unique Entity Identifier defaults, if it is already stored for the supplier site and therefore, is not editable by the user. Also, note that the Unique Entity Identifier, if manually entered by the user, will not be stored for the supplier site. It would only be used to get the Representations and Certifications information. Select a Registration Status Code (Current, Archived, or Current + Archived) that specifies the time frame (or date range) when you wish to extract the suppliers representations and certifications information. If you select Current from the Registration Status Code LOV, you will get the current representations and certifications information. If you select Archived or Current + Archived from the Registration Status Code LOV, the Registration Start Date and Registration End Date fields are enabled and available for you to enter the date range information. For example, enter a date range for last year if you wish to extract last year's representations and certifications information. Then click Get Certifications Details. In such scenarios, even when one supplier / site is selected for extraction, there can be multiple records returned back depending on the extraction period and you may see several rows of retrieved data. CLM integrates with SAM to retrieve the representations and certifications information. The PDFs from FAR and DFARS containing the representations and certifications information are available in the View Certifications column as an icon. Click the View Certifications icon to view and download the PDF. You can extract Representations and Certifications information as many times as required by clicking the Extract Representations and Certifications Information button. Click the Return to Solicitation link to go back to the Solicitation page.
When offers are awarded, the awarded suppliers' Representations and Certifications information also gets stored with the respective award documents and can be viewed automatically in the award documents.