Submit a Change Request

Create a Change Request

If your organization needs to update their company information, related entities, vendor questionnaire, or principal questionnaires, you can start the Change Request process in PASSPort. Once a Change Request has been submitted, it will follow the same review process as the Vendor Enrollment process.

Follow the below steps to create and submit a Change Request in PASSPort:

1. Log in to PASSPort.

   On the PASSPort Homepage, click Profile in the top navigation menu, then click Vendor Profile.

   

   The Vendor Enrollment Package can also be accessed by clicking the Vendor Information icon located on the Vendor Homepage.

   

   The Basic Information tab is displayed.

2. To start the Change Request process, click the Create a change request button.

   Note: If a Change Request (CR) is in progress for a parent/controlling entity, affiliate or controlled entity (subsidiary), the CR button will be grayed out.

   

   A Draft Change Request opens into a new window.

3. Scroll down to the Change Request section and enter the reason for the request in the Change request reason text field.

   Tip: Enter a short description of why the Change Request is being created and what information is being updated as part of this Change Request.

   

4. Within the Basic Information tab, you can update the following sections:

   • Basic Company Info
   • Business Address
   • Primary Place of Business (in the NYC Metropolitan Area)

   Scroll down the page and make any necessary changes.

5. Click the Save and Refresh button.

   

6. Go to the Disclosures tab. All sections within this tab are editable.

7. In this example, we will make an update to one of the sections in the Vendor Questionnaire.

   Click the Edit button to view the section.

   

8. In this example, we have changed the answer of the first question to Yes and added the appropriate supplemental information by clicking the + Add Row button.

   Note: If an agency name is requested, the name should be written out in full. The character count for text fields is limited to 500 characters.

   

9. Once you are done making changes to the questionnaire, click the Save button at the top of the window.

10. Click the Close button to return to the Disclosures tab.

    

    If needed, you can also make changes to Principal Information and Questionnaires section and the Parent/Controlling Entities Identification section within the Disclosures tab.

11. Once completed, click the Save and Refresh button at the top of the page.

    Note: Your organization's CEO (or Equivalent) information can also be changed by going to the Contacts tab within the Change Request. For details on how to update that section, see Update the CEO Section.

    

12. To view all the changes made to your vendor profile, go to the Changes Requested tab.

    This tab displays every change made within the Change Request in a table.

13. Review the requested changes. If everything is correct, click the Check Progress button.

    

14. In the pop-up window, click the Ok button to confirm the submission.

    

    The page refreshes, and the Change Request status changes from Draft to Ready to Submit.

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Submit a Change Request

Only users with a Signatory role can sign and submit the Change Request in PASSPort. This role is defined on the Contacts tab within the Vendor Profile.

If you do not have a Signatory role, the information you have entered has been saved and will be accessible to the Signatory user when they log in.

1. Go to the Signature tab.

   

2. Click the Add Signature button in the Vendor Electronic Signature section.

   

   The Edit document window appears.

3. Click the Submit button at the top of the window.

   

   The page refreshes.

4. Scroll down and read the PASSPort Questionnaire Certification.

   Once done, click the I certify all of above checkbox.

5. Enter your NYC.ID Password. This is the password you use to log in to PASSPort.

   

6. Click the Sign button at the top of the window to add your e-Signature.

   

7. Verify that your signature was successful and click the Close button icon to return to the Signature screen.

   

8. Your signature now appears in the Vendor Enrollment Signature table along with all past signatures.

   Click the Submit Change Request button to submit the request.

   

The status of the Change Request changes to In Review.

Change requests follow the same review process as the Vendor Enrollment process.

Approved change requests restart the three-year validity clock on your vendor enrollment information.

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View/Edit a Change Request

PASSPort keeps a history of all organizations change requests in the Change Log tab of the vendor profile.

The Change Log allows vendors to view any of their previous Change Request activities, including completed and in-progress requests.

Possible Request Statuses:

• Draft - A request was initiated and is in progress. Edits can be made to the vendor profile.
• Ready to Submit - The request must be signed and submitted by the organization's Signatory. It can also be returned to Draft status if additional edits are needed.
• Pending Parent/Controlling Entity - The request indicated that the organization has a new parent or controlling entity. The parent/controlling entity must create a PASSPort account, if they have not already done so, complete/submit the enrollment package, and become Filed.
• In Review - The request requires MOCS review. At this point, MOCS may accept the request or return it to you if updates are needed.
• Filed - The request is approved and updates should now be visible within the vendor profile.

Important: If a change request is in-progress (i.e., not Filed), an alert will display in the Alerts section on every page until the status updates to Filed. Organizations and/or any affiliates cannot initiate a new request until the current in-progress request is completed and Filed.

To view or edit a Change Request in PASSPort:

1. Log in to PASSPort.

   On the PASSPort Homepage, click Profile in the top navigation menu, then click Vendor Profile.

   

2. Go to the Change Log tab.

   Here, you can view a complete list of in-progress and completed requests for your vendor profile in the Vendor Change Request table.

3. Click the pencil icon in the left-most column to access any of the requests listed in the table.

   

Requests in Draft or Ready to Submit status can be edited, canceled, or submitted.

Requests in Pending Parent/Controlling Entity, In Review, or Filed status are read-only.

You can view the changes you made for any given request in the Changes Requested tab.

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