Attachment_G_To_Be_Renewal_Process.pdf
PDF 847 KB Posted
- Solicitation number
- 0000038843
- Issued by
- California
About this file
This is a process flow diagram attachment for a Request for Information (RFI-25-IC0054) from the State of California regarding online payment and applications for licensing. The document illustrates the "to-be" renewal process for licensing applications, detailing the procedural workflow from initial application submission through final license issuance. The diagram maps the complete renewal cycle including mail receipt, application processing through the OPAL (online portal system), payment processing via electronic or mail methods, examination scheduling and results, continuing education requirements verification, and final card delivery. The process encompasses multiple departments including the applicant, licensing office, OPAL portal system, mail room, accounting, and PSI Proctor Services, with decision points for payment verification, application completeness, examination passage, continuing education hours validation, and issue resolution.
The diagram demonstrates integration of both electronic and traditional mail submission pathways, with provisions for handling late business license renewals through appropriate fee assessments and problem resolution procedures. The process includes quality control checkpoints at various stages, such as matching renewals to receipts, determining application completeness based on trade or individual license type selection, and verifying that continuing education requirements are met before license issuance. The workflow indicates coordination between multiple third-party entities and internal departments to streamline the renewal process while maintaining accuracy and compliance with licensing requirements.
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Text version
Ap pl ic an t Li ce ns in g\
O
PA
L M ai l R oo m
Start
Mail Application
Opens Mail Application Processed/
Receives RC Date
Application Received
Payment Correct?
Application Matched to
Receipt
Application Entered in
OPAL
Send Mail With Issue Details
Yes
No
Application Reviewed
Application Complete?
PS
I
Application Processed by
OPAL
Scheduled Exams Report
Applicant Schedules
Exam
Yes
Exam Results Uploaded to
OPAL
License/ Certificate
Issued
Card Printed
Yes
Post Marked USPS
End
Determine Issue
Send Problem Letter or Email
File in Problem Drawer Until
Resolved
No
No
Card Delivered
OPAL
Portal Input
New Application
Create Account
Select License
Type
Upload Supporting
Docs
Electronic Payment
Mail Payment
No
Yes
Process Credit/Debit
Card
Yes
Resume Saved
Application
No
Use OPAL Application Yes
No
Ac co un tin g
10by SME
121314
17 18
20 21
23 24
2535 26
31 32
Have an account
Resolve Issues
Yes
No
Received Date
Stamped
Given to Courier
Given to Courier
A
A
Pass Exam?
RFI 25-IC0054
ATTACHMENT G “TO-BE” APPLICATION PROCESS
Ap pl ic an t Li ce ns in g\
O
PA
L M ai l R oo m
Start
Payment Correct?
Renewal Matched to
Receipt
Renewal Entered in
OPAL
No
Renewal Complete?
3r d
Pa rt y
Yes
Post Marked USPS
End
Determine Issue
Send Problem Letter or Email
No
ATTACHMENT G - “TO BE” RENEWAL PROCESS
Card Delivered
OPAL
Portal Input
New User Create
Account
Electronic Payment
Mail Payment
No
Yes
Process Credit/Debit
Card
Yes
No
Use OPAL Application
Yes
No
Ac co un tin g
Renewal Processed/
Entered Into IPS
Applicant Schedules
Exam
Exam Results Entered in IPS Pass Exam? Yes
No
Renewal Late
Business License
Add Appropriate
Late Fees Yes
Select Business
License Type
Select Trade/ Individual
License
No
Business License
No
Yes
Yes
CE Hours Met Yes
Qualified Applicant
Valid
Yes
B
B
B
No
No
B
Credit/Debit Card
No
C
C
Yes
No
39 3
20 22
31 32 33
36 37
A
A
License/ Certificate
Issued 34
Card Printed
Resolve Issues
Received Date
Stamped
Given to Courier
PSI Proctor Services
Mail Renewal
Opens Mail
File in Problem Drawer Until
Resolved 28
Send Mail With Issue Details
Renewal Processed/
Receives RC Date
Renewal Received
Yes
CE Course & Results .
Uploaded to Opal
RFI - 25-IC0054
File details come from the government source that posted it. Updated .