community select portal user guide for sole traders

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1 Community Select Authorised Contractor System User Guide for Sole Traders

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Page 1: Community Select Portal User Guide for SOLE TRADERS

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Community Select Authorised Contractor SystemUser Guide for Sole Traders

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Table of Contents 2Overview 2Registering as a User 3Recovering Your Password 7Registering Your Business in the Authorised Contractor System 10Contractor Work, Health and Safety Agreement 22Annual Subscription 33Uploading Your Documents to the Authorised Contractor System 35Safety Management System Review 38

Community Select has introduced an online registration portal for contractors to self-register, upload documents and maintain details.

Contractor registrations and documents will be verified to ensure compliance with legislative requirements and the Community Select minimum requirements.

To remain or become an authorised Community Select contractor, you must register your details and upload all requested documents, including insurances and licences for verification. Once your registration has been completed and you are verified as an authorised contractor, your details will become visible for searches within the Community Select Authorised Contractor database, where Request for Quotes and Work Orders can be assigned to you.

The system will assist you in keeping your registration up to date by sending you notices to remind you to provide renewed documentation prior to it reaching expiry.

Overview

Table of Contents

For questions or assistance please call 1300 305 072

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Registering as a User

Step 1> Click the “Create Account” button.

Community Select Authorised Contractor System Please follow this step-by-step guide to register your company and upload your documents for verification in the Community Select Authorised Contractor System. Start in the system here >

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Step 3> Enter your personal details and then click “Create Account.”

Step 2> To create an account, enter a username, email address and a password. Once you have filled in the marked fields, click “Next.”

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Step 4> You will now be sent a varification email to the email address you provided. Please follow the activation link in the email to finalise your registration. Please note, the activation link will expire within 2 hours of being sent. Step 5>

To sign in, enter the username and password that you created.

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Please note> If the activation link you are sent expires, you will be redirected to this page.Please complete the required information to resend your account activation link.

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Recovering Your Password

Step 1> Click on “Recover my password.”

Step 2> Type in your email and click “Recover.”

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Step 3> An automated email will be sent to you. Please remeber to check your junk mail.

Step 4> Once you receive the email to reset your password, click the link provided.

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Step 6> Your password has successfully been changed. Please login using your username and new password.

Step 5> Please enter your new password in both of the sections and click “Change.”

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Registering Your Business in the Authorised Contractor System

Step 1> Enter your business ABN into the field and click “Search.”

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Step 2> If your business exists in the system click “Register with this Business.” If your business is not listed click “Register New Business.”

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Step 3> Enter the business details in the form and click “Request Registration.”

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Step 4> Please read the Business Registration information then click “Continue.”

Step 5> Read and tick the acknowledgement and the terms and conditions then click “Proceed.”

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Step 6> Answer and complete the questions, then click “Proceed.”

Please note> Income protection is a optional question, only select yes if you are able to upload a current policy.

Please note> Sole Traders and Partnerships who trades under a different name to your ABN entity must upload a ASIC Business Registration Certificate. Joint Venture/Alliances and Companies will be required to upload a ASIC Business Registration Certificate.

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Step 7> Enter your bank details and then click “Proceed.”

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Step 8> Please select state, region and sub region in which you conduct work, then click “Proceed”. Please note you may be requested to provide licences and registrations in each state selected.

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Step 9> Select which property type your are licenced to perform work at, then click “Proceed.”

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Step 10> Tick the categories which your business is licenced and certified to carry out, then click “Proceed.”Tick the sub-categories that your business works in, then click “Proceed.”Note you may be asked to supply supporting documents to confirm you are licenced and/or registered to perform these jobs. These documents must match the ABN and Trading names that have been provided so they can be verified against the entity.

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Step 11> Read and acknowledge the threshold limits before clicking “Proceed.”

Step 12> Answer the accreditation questions, then click “Proceed.”Only select yes if you are able to provide a valid certificate to verify the accreditation.

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Step 13> Please download, read and acknowledge the code of conduct agreement before clicking “Proceed.”

Step 14> Please acknowledge that the answers you provided during the Business Registration will effect the questions that are asked in the questions to follow. If you agree to this acknowledgement, please click “Proceed.”

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Step 15> Check the answers you provided. If all are correct click “Submit Answers.” If you would like to adjust a question please click “Back.”

Step 16>To complete the business registration, click “Submit Answers.”

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Contractor Work, Health and Safety Agreement

Step 1> Please read the Contractor Work, Health and Safety Agreement information then click “Continue.”

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Step 2> Please answer the WHS Management, Legistation and Policy questions and the click “Proceed.”

Step 3> Please answer the Drugs and Alcohol questions and the click “Proceed.”

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Step 4> Please answer the Training, Competence and Induction questions and the click “Proceed.”

Step 5> Please answer the Hazard Identification, Risk Assessment, and Safe Work Procedures questions and the click “Proceed.”

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Step 6> Please answer the High Risk Work questions and the click “Proceed.”

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Step 7> Please answer the Communication and Consultation questions and the click “Proceed.”

Step 8> Please answer the Permit to Work/Lock Out/Tag Out System questions and the click “Proceed.”

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Step 9> Please answer the Incident Management questions and the click “Proceed.”

Step 10> Please answer the Sub-Contractors ques-tions and the click “Proceed.”

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Step 11> Please answer the Audit and Inspection questions and the click “Proceed.”

Step 12> Please answer the Plant and Equipment questions and the click “Proceed.”

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Step 13> Please answer the First Aid and Emer-gency Procedures questions and the click “Proceed.”

Step 14> Please answer the Personal Protective Equipment (PPE) questions and the click “Proceed.”

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Step 15> Please answer the Barricades and Signage questions and the click “Proceed.”

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Step 16> Please answer the Enviromental questions and the click “Proceed.”

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Step 17> Please answer the Quality questions and the click “Proceed.”

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Step 1> Purchase the subscription by clicking “Pay.”

Annual Subscription

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Step 2> You can pay for you subscription using the following options:1. Using an existing PayPal account

If you choose to pay via Paypal, you have the option to save these details and create an ac-count with PayPal.

2. Pay with a Credit or Debit Card

Please note you do not need to have a PayPal account to make payment by selecting the Pay with a credit or Debit card option.

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Step 3> Once your payment has been executed successfully you can view and save the invoice. To continue click “Next.”

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Step 1> Upload all of the requested documents by clicking “Upload Document.”

Uploading Your Documents to the Authorised Contractor System

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Step 2> Click “Select” to open add the file. To upload the document once it is added ensure you click “Upload.”Fill out any mandatory fields before clicking “Continue.”

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Step 3> Once all of the documents have been uploaded and their status is showing as “Complete” click “Next” to continue.Please note that the “Next” button will only appear once all the documents have been uploaded.

Step 4>Your business registration will now be reviewed by Pegasus. Pegasus will contact you via email if there are any returned documents that require your attention.

If no corrective actions are required, then an approval email will be sent once verification has been completed.

Note: If a Safety Management System (SMS) review is required, you will be prompted to complete the module in the next screen.

If prompted to complete the SMS you must also complete this, you will remain non-compliant until this has been submitted and a pass mark has been achieved.

For further details about a SMS review, please continue to the next page.

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Safety Management System Review

Step 1> Please read the SMS Review information then click “Continue.”

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Step 2> Answer the Policy and Intent questions before clicking “Proceed.”

Step 3> Specify whether you use sub-contractors then click “Proceed.”

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Step 4> Answer the Risk Management questions then click “Proceed.”

Step 5> Answer the Induction, Training and competency questions, upload any required files, then click “Proceed.”

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Step 6> Answer the Consultation and Communication question then click “Proceed.”

Step 7> Answer the Performance Management questions then click “Proceed.”

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Step 8> Answer the Systems of Work questions, upload any required files and then click “Proceed.”

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Step 9> Check the answers you provided for the SMS Review, if all are correct click “Submit Answers.”

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Step 10> To complete the business registration process and upload your SMS for auditing click “Submit.”

Your SMS questions and submitted documents will be audited within 5 business days of submission.If no corrective actions are required and you have achieved the 70% pass mark then your SMS component will be complaint. If you have not passed, a report will be emailed with corrective actions. You must complete these corrective actions before you are approved. You will received an approval confirmation via email only when all the documents uploads have been successfully verified and your SMS component (if applicable) is complaint, this email will also include a copy of your report with your audit results. Your details are then listed in the Community Select Authorised Contractor database. Please note you will not be compliant until both the SMS and Document uploads have been verified and approved.

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For questions or assistance please call 1300 305 072