CDPR_RFI_25-IC0054.pdf

California Department of Pesticide Regulation

REQUEST FOR INFORMATION

Online Payment and Applications for Licensing System

No. 25-IC0054

Released April 13, 2026

RFI – 25IC0054

TABLE OF CONTENTS

1. INTRODUCTION

2. INSTRUCTIONS

3. BUSINESS NEED

4. AS-IS ARCHITECTURE & APPLICATIONS

5. AS-IS BUSINESS PROCESSES

TABLES

Table 1 RFI Key Action Dates and Times Table 2 Question Table Table 3 Attachments List Table 4 Infor Public Sector Application Functionality Overview Table 5 PML Tool Outputs Table 6 CE Reports

FIGURES

Figure 1 To-Be OPAL System Figure 2 IPS Components Figure 3 External Active Licensee PDF and CDPR Internal Network Figure 4 As-Is Application Processing Figure 5 License Badge Processing

1. INTRODUCTION

1.1 PURPOSE

This Request for Information (RFI) is to survey the marketplace to understand what products and service options are available and their associated costs that will fulfill California Department of Pesticide Regulation’s (CDPR) licensing business needs. From this information CDPR will select 3 possible solutions, continue to complete the California Department of Technology Project Approval Lifecycle (PAL), and submit a BCP for 2027-2028 fiscal year to fund the selected implementation(s).

1.2 OBJECTIVES

The RFI objective is to solicit information, suggestions, best practices, and cost estimates for all resources needed to design, implement, operate, and maintain a new Online Payment and Applications for Licensing System (hereinafter “System”) for CDPR. The RFI responses will help CDPR:

Understand existing technological solutions that would fulfill their business needs.

Improve mid-level requirements with vendor’s questions and responses.

Identify 3 alternative solutions and their associated vendors and estimated costs.

Receive feedback on questions, potential challenges to implement, and modifications and improvements to the proposed project scope and requirements that may be a better approach to achieving the project goals.

We are asking the vendor community to provide their best advice based on your experience with other organizations and initiatives of this kind and the information CDPR has provided within this RFI. Responses to this RFI should adhere to the questions listed in the included documents. Also, please include estimates for items that may need to be sourced by third party vendors if those items fall outside of your organization’s lines of business. We encourage and appreciate all questions during the questions timeline outlined in the key dates table.

Consideration will be given to all current and available software, platforms, and infrastructures as service options (e.g., on-premises, cloud-based or hybrid solution), as well as any available COTS, MOTS, SaaS, PaaS, or IaaS. Multiple products or solutions may be described in the RFI response.

The intent of this RFI is solely for information and planning purposes and does not constitute a solicitation or any compensation for RFI responses. While a contract will not be awarded from this RFI, CDPR does have annual spending authority up to $1M and will additionally be submitting a BCP for the 2027-2028 fiscal year to fund the selected solution once CDPR completes Stage 4 of the CDT PAL process. Therefore, responses to this RFI are key to securing a future

RFP.

1.3 RFI KEY ACTION DATES

Actions should be taken or completed by the dates and times listed below in Table 1 – RFI Key Action Dates and Times. If the CDPR finds it necessary to change these dates, an addendum or an updated RFI will be posted on the California eProcurement Web site (Cal eProcure) located at https://www.caleprocure.ca.gov/pages/public-search.aspx.

Table 1 RFI Key Action Dates and Times

Key Action Date Time

Release of RFI 4/13/26 6 PM

Vendor Questions Due 4/17/26 6 PM

Agency Response to Questions Posted

4/24/26 9 AM

RFI Responses Due 5/1/26 6 PM

RFI Process Complete 5/18/26 6 PM

Note: Date and time and may be adjusted without issuance of an addendum to this Request for Information (RFI). Please check the posting accordingly.

1.4 CONTACT INFORMATION

The Procurement Officer is CDPR’s designated authorized representative regarding this RFI solicitation.

Respondents are directed to communicate, submit all questions, proposals, and other correspondence and communications regarding this solicitation to the Procurement Officer, or designee, below while adhering to the above key action dates:

Christina Lopez Phone: (916)323-3876 Email: contractsunit@cdpr.ca.gov

Respondents are to direct inquiries or clarifications in writing via email to the contact for this RFI. Inquiries and clarifications submitted via email shall be answered at CDPR’s discretion.

2. INSTRUCTIONS

Please strictly adhere to the response submission guidelines. If there is a key component that you believe is critical in your response, please submit your response modification request in the question period rather than submitting additional information that was not in the guidelines of the RFI. CDPR has limited resources to evaluate responses and therefore does not want additional content to review unless they:

1. Agree the additional content is necessary/useful.

2. The same opportunity is given to all vendors.

Whether or not your suggestions for additional information are accepted will be posted in the question responses for all vendors to review on CaleProcure.

2.1 QUESTIONS

Email your questions to the procurement officer and include the following:

1. Email Subject - RFI_CDPR_OPAL_2026, Question(s), and your company name.

2. Email Body – fill out and insert a simple xls table like the below table. A table format allows CDPR to use csv to manage all questions. Add rows and stretch columns as needed for readability but do not insert new columns.

Table 2 Question Table

Company Name Contact Name Phone Number Email Address Item

Brief Question Title Question RFI Location

Reference

Responses to questions will be the sole discretion of the State. If the State chooses to respond to any question(s), the State’s response to any question(s) will be posted on Cal eProcure and will not identify the name of the company/person that submitted the question(s).

2.2 DECLINE TO RESPOND

The State is interested in learning all reason(s) that a vendor chooses not to respond to this RFI. This may include if a vendor does not have the resources to author or staff the RFI, hesitation to disclose approach to competitors until an RFP is released, etc.

If applicable, please submit your reason(s) via email to contractsunit@cdpr.ca.gov by the RFI Response Due Date. Include in the subject line of the email: RFI # 25-IC0054, Decline to Respond, and company name.

Include the following in the email body:

1. RESPONDENT’s NAME has declined to respond RFI # 25-IC0054 for the following reason(s):

Reason A

Reason B, etc.

2. Name of person sending declination:

Title

Legal Business Name

Address

Phone

2.3 RESPONSE CONTENT

Responses to this RFI are due by the date and time stated in Section 1.3, RFI Key Action Dates and Times. Responses must be submitted via e-mail to the RFI identified in Section 1.4, Contact Information. All RFI responses must include the following information in the e-mail subject line: RFI # 25-IC0054, Response, company name.

All responses must include the following three elements:

1. Cover Letter

Company name, address, telephone number.

Name of individual submitting the response with title or position.

Contact information including telephone number and e-mail address.

Statement by the submitting individual certifying that their response is true and accurate to the best of his/her/their knowledge at the time of submittal.

Submitting individual’s signature.

2. Attachment A Questionnaire

3. Attachment B ROM Workbook

Please do not include any other information/items as they will not be considered.

2.4 RESPONSE FORMATTING

Please adhere to the following formatting:

1. Cover letter in 12 pt legible font, xls files are already formatted.

2. Keep responses within the confines of the provided attachments unless otherwise noted within the attachment.

3. For CDPR analysis excel files must be returned as xls file types.

4. Add the company name to the end of the posted file names.

2.5 ATTACHMENTS

The following table lists the attachments that are included with this RFI, the purpose of including the attachment in the posting, as well as if the attachment requires a response in your submission.

Table 3 Attachments List

ID Title Purpose Required Entry in

Response

A Questionnaire Responses for approach and phasing creativity that meets requirements.

Yes

B ROM Workbook Responses for itemizing all costs associated with implementation and post implementation.

Yes

C Mid-Level Requirements Information, explain desired scope.

No

D As-Is Application Process Information, business process diagram.

No

E Application & Renewal Packets Forms List

Information, a complete list of forms used in business processes.

No

F DataCard and IPS Data Flow

Information, business process diagram.

No

G To Be Application Process

Information, business process diagram.

No

H Glossary Information, a complete list of terms for reader reference.

No

2.6 COST DISCLAIMER

All cost estimates provided are non-binding and will be used for information and project budgeting purposes only. Vendors are encouraged to provide a general cost value (or range of costs) for each product or solution identified in the RFI response. Instructions for completing cost information can be found in Attachment B ROM Workbook.

2.7 RFI DISCLAIMER

This RFI is strictly informative for the CDPR, and it is not a competitive bidding process. The CDPR is under no obligation to vendors in any manner whatsoever.

Neither this RFI nor any information provided by any respondents hereto shall be deemed to create any legally binding agreement or obligations upon the CDPR.

A response to this RFI is not an offer and cannot be accepted by the CDPR to form a binding contract. This RFI is solely designed to provide the CDPR with meaningful information to assist the CDPR with developing or identifying solution alternatives, specifications, and/or cost estimations necessary to acquire software, systems, or solutions.

Vendors are solely responsible for all expenses associated with responding to this RFI. CDPR may consider vendor responses in developing any future solicitations for the proposed solution, such as, but not limited to, Request for Quotation (RFQ), Invitation to Bid (IFB), Request for Proposal (RFP), or other action.

The submission of a response does not constitute any commitment on the part of the respondent; however, the respondent agrees that the submitted information is correct to the best of the respondent’s knowledge. Also, the right to compete in future procurements is not affected if a vendor chooses not to submit a response to this RFI. The CDPR is also interested in learning the reasons for not submitting a response and may reach out to vendors who did not submit a response in this regard.

Vendors are advised that all documents submitted in response to this RFI will become property of the State of California and will be regarded as public records under the California Public Records Act (CPRA) pursuant to Government Code Section 6250 et seq. and subject to review by the public.

3. BUSINESS NEED

CDPR's Licensing and Certification Program is responsible for examining and licensing or certifying qualified pesticide applicators, pest control aircraft pilots, pest control dealer designated agents, and agricultural pest control advisers.

DPR also licenses businesses that sell or apply pesticides or use pest control methods/devices for hire (i.e., pest control business, maintenance gardener pest control business, pest control dealer, and pesticide broker).

As a result of the market research facilitated by RFI responses CDPR wishes to procure and implement a new system that will significantly decrease current processing time for applications, payments, and submission of documentation including secure submission of PII data. In addition, CDPR desires a system that will give end users real-time feedback on their errors/missing information that can be corrected immediately by the end user while they move through the workflow as well as application validation. The full list of requirements has been provided for informational purposes in Attachment C Mid-Level Requirements.

In addition to fulfilling the Attachment C Mid-Level Requirements and adhering to service industry standards of the Software Development Lifecycle, the to-be Online Payment and Applications for Licensing System (OPAL) System must fulfill the following high-level business needs:

1. Enable stakeholders to submit applications and payments electronically through an online portal thus decreasing current dependency on postal mail submissions and paper processing.

2. Increased confidence in security of data because data will no longer be as dependent on sensitive information and payments to be processed by paper and postal mail submissions.

3. A decrease in application submission errors.

4. Create automated workflows for various application processing tasks.

5. A decrease in processing time.

6. An increase in communications to the end user through error messages real time and electronic messages or alerts from staff after submission as needed.

7. An increase in customer service as staff are spending less time processing paper and facilitating corrections via postal mail.

8. Convert data into the new system from all existing systems.

The below graphic visually depicts the CDPRs vision of the to-be OPAL system.

Figure 1 To-Be OPAL System

4. AS-IS ARCHITECTURE & APPLICATIONS

4.1 NETWORK DIAGRAMS

Figure 2 IPS Components

Figure 3 External Active Licensee PDF and CDPR Internal Network

RFI - 25IC0054

4.2 INFOR PUBLIC SECTOR (IPS) APPLICATION

4.2.1 SPECIFICATIONS

Infor Public Sector 11.2.0

Commercial-Off-the-Shelf (COTS)

SQL Server® relational database management system (RDBMS)

4.2.2 FUNCTIONALITY

Paper applications are received by the licensing program staff and information is manually entered into the IPS database. Once the license application data has been entered into IPS, the application follows a workflow process to review and issue a license, see Attachment D As-Is Application Process for an overview of this workflow. Details around each category of functionality are in the below table.

Table 4 Infor Public Sector Application Functionality Overview

No. Category Function

1 Business and Individual/Trade License

Processes new license applications.

2 Business and Individual/Trade License

Applicant’s Contact Information (search, create, read, update, delete)

3 Business and Individual/Trade License

License Information (search, create, read update, delete)

Start a new License

Lookup Licenses

License Information (type, categories, status, etc.)

4 Business and Individual/Trade License

Detailed License Information, license workflows, conditions, and milestones to issue a license (search, create, read update, delete)

Employer Information

Qualified Person Information

Insurance Information (Business License only)

Exam scheduling and exam results (Individual/Trade License only)

Fees

License workflows, validations and conditions

Milestones to issue a license

Required reviews (manual reviews conducted by program staff)

Logs

License Status

Locations (main and branch locations for business licenses)

Related records

5 Business and Individual/Trade License

Fees

Total Fees

Unpaid Fees

Paid Fees

Pay Fees (current Credit, Check, Cash)

Overpayments

Amount Due Now

Refund Overpayment

Transfer Overpayment

Reverse Payment

Fee Transactions

Waive Fees

6 IPS General Overrides

Adding License Categories

Downgrade/Upgrade a License Type

Moving or disconnecting branch locations (Business License only)

Exemptions

Merging Licenses

Splitting Licenses

Roll back a milestone

Renewing on accident

Inactivate a License

Void a License

Suspend a License

7 Business and Individual/Trade License

Processes renewal applications.

8 Business License Generates Business Problem Letters (3) 9 Ad hoc Reports The system has the capability to generate

Ad hoc Reports.

4.3 INTERFACES

4.3.1 PROCTOR SERVICE INTERFACE

Trade License Applicants must pass exam requirements to obtain a Trade/Individual License. To execute the exam workflow CDPR contracts to Proctor Service Interface Inc. (PSI Inc.) to coordinate, execute and manage exam services. PSI provides exam scheduling services, exam site locations, executes exams, and records exam results.

4.3.2 AS-IS PROCESS FOR EXAM REQUESTS

1. The IPS application provides a data file of Applicants who have requested to schedule an exam(s).

2. The CDPR Program Staff use the IPS Exam Scheduler to mark the end user’s application as “Ready for Exam”.

3. A unique exam number* is generated for each exam scheduled.

4. The exam number can be used to map exam results to the correct applicant’s license number.

5. The excel file is uploaded to the FTP Server. Daily, PSI retrieves the FTP file and loads it into their database.

6. Proctor Services generates an email notification to License Applicant to schedule the exam(s) requested.

7. The Applicant schedules their exam and takes the exam.

8. Exam results are recorded by PSI.

*Process Exception - Referrals for Spanish Exams

1. The report looks for the Spanish Checkbox entry in IPS, if the checkbox is checked for Spanish, then the report will reflect the Spanish column as True.

2. Then the report is exported to Excel.

3. Using the Excel file, if Spanish Column equals True, then CDPR updates the

Exam ID Column by adding a “S” at the end of the ID.

4. Then the Spanish Column is deleted from the Excel Spreadsheet.

4.3.2.1 AS-IS PROCESS FOR EXAM RESULTS

1. Exam results are received weekly.

2. CDPR accesses the PSI Portal to run an exam results query.

3. The file is downloaded and results are manually entered into IPS.

4.3.3 AS-IS BROKER & DEALER REPORTING FORMS

The IPS application provides a daily data view for the MillPay application. The MillPay view of the IPS system data is read-only. The data is used by MillPay to generate the quarterly reporting forms that they send to the end user/applicant.

MillPay runs nightly scheduled task that copies the data from the IPS read only views to the MillPay (PCMAS) database to repeat the process for the next day.

4.3.4 CSPUR INTERFACE

IPS creates a view of business and trade license data for consumption by CDPR’s CSPUR application. CSPUR uses this view for pesticide use data entry and reporting.

4.4 SCRIPTS

1. The IPS application runs a CECPM Mailing List Script – Emails individual license data to Stakeholders (CECPM, CAPCA, and PAPA Seminars) monthly.

2. The CE application runs a script to email CE attendance data to Stakeholders (Calico) daily for PAC licenses.

5. AS-IS BUSINESS PROCESSES

5.1 APPLICATION & RENEWAL PROCESSES

The as-is processes rely on paper-based submission of licensing, associated fees, and related documents. CDPR also examines, issues licenses, or certifies the following entity types:

Persons who advise on agricultural pesticide applications.

Persons or businesses that apply or sell pesticides.

Pest control dealers and brokers.

The following graphic depicts the application process flow. For more detailed process steps please refer to the process diagram in Attachment D As-Is Application Process and Attachment E Application & Renewal Packets Forms List as well as Attachment G To Be Application Process as a preliminary draft of the to be process that will evolve when a solution is selected during a future procurement.

Figure 4 As-Is Application Processing

5.2 ACCOUNTING PROCESS

The Accounting office oversees the opening and processing of all departmental revenue as it comes through daily. Accounting staff manually process all check and credit card payments in their respective systems daily. Accounting creates daily deposit totals for all the monies processed and sends hard copies of the licensing applications over to programs. The program receives the application, reviews each application, codes the revenue by the daily deposit batch and begin to work on processing each licensee’s new application or renewal package paperwork.

Currently, Applicants mail payments along with their license applications.

Payment and applications are received by CDPR Accounting where the payment is manually processed. Payments are received in the form of cash, check or credit card. For credit card payments, the Applicant provides their Credit Card information by completing the Mastercard/Visa Transaction Form. CDPR Accounting sends payment information to the program on an excel spreadsheet along with payment receipts and paper license applications.

The CDPR Licensing Program Staff match the paper receipts to the paper applications. Then the CDPR Licensing Program manually enters the payment and application details into the Infor Public Sector (IPS) System, the current Licensing Application.

CDPR Licensing Program generates the following sources of revenue:

License Application Fee

License Renewal Fee

Late Fees

Exam Fee

Replacement License/Name Change Fee

Continuing Education (CE) Sponsor Application Fee

Handling Fees for Dishonored Checks

The CDPR Licensing Program maintains a Report of Collections spreadsheet to keep track of payment transactions received. Accounting funds are used to track sources of revenue and must be reported to Fi$Cal, the state’s accounting system. The CDPR Licensing Program manually generates the Record of Collections (RC) Report to match the payment with the appropriate licensing accounting code in Fi$Cal. The Report of Collections spreadsheet is emailed to accounting. CDPR Accounting manually updates Fi$Cal with the payment information on the Report of Collections. Accounting receives a daily report from State Treasurer Office (STO). CDPR Accounting use this report to reconcile payments against payments received on the Report of Collections from the program staff.

5.3 BADGES

Attachment F DataCard & IPS Data Flow has been provided as an overview of the different user roles and the directional flow of data.

5.3.1 BADGE APPLICATION PROCESS

1. DataCard Application

2. The DataCard Interface is an interface with a direct connection to the IPS database. DataCard was built by Quantum Resolve, a third-party IPS developer. DataCard extracts license Information from IPS, loads the data into an excel file, and stores the excel file to the dedicated computer’s C Drive. Once a Badge has been printed, DataCard interfaces with IPS to record the license card print date.

3. BadgePass DataSync

4. Retrieves the file from the computer’s C drive and loads the data file into

BadgePass.

5. BadgePass

6. The BadgePass database is a temporary storage database that is used to load data from the Excel spreadsheet into BadgePass. Badge data is verified, and the badge is printed. Badges can be printed in batches or single mode.

7. Label Printer’s Scanner

8. Printed labels are placed on the Applicant’s packet.

5.3.2 BADGE GENERATION PROCESS

1. Generates the Applicant’s License Badge (Hard Card)

2. Prints labels and interfaces with the IPS to retrieve the Applicant’s License information.

3. The Badge Printing Applications are stored on dedicated computers (2) physically located in the Licensing Program.

The below graphic depicts an overview of the licence badge process.

Figure 5 License Badge Processing

5.4 CONTINUING EDUCATION (CE)

The CDPR Licensing Program manually:

Checks CE or the CDPR CE website to verify the Applicant’s attended courses and hours earned (as reported by the CE Sponsor’s attendance records).

Verify if the courses and hours listed on the Applicant’s renewal application are valid courses taken and hours earned before renewing the license.

This custom in-house built application is used to collect and process Continuing Education data for the following categories:

Pest Control Trade Licensed Applicants The CE application contains the Pest Control Trade Licensed Applicant’s Continuing Education courses taken and the number of hours earned (Laws, Aerial, Other) based on the Sponsor’s course attendance records. This information is used to determine if they meet the minimum requirements of continuing education required to renew their license.

CE Course Sponsors The CE application contains the CE Sponsor’s Application to sponsor an approved CDPR course (sponsor’s application information, course approval process, course acceptance/denial history, and CE Sponsor’s course attendance records).

Approved Sponsor Courses The CE application contains all CE Sponsored approved courses and associated course information (course location, approved course hours, course fees, etc.)

Education Course Sponsors The CE system contains information about a Sponsor’s application to sponsor an approved CDPR course and course attendance record(s).

Sponsors can:

Apply to sponsor an approved CDPR course.

Request to add course instances.

Record and report their attendance records to CDPR for courses conducted (mandatory action).

5.4.1 CE AS-IS PROCESSES

5.4.1.1 SPONSOR APPLICATION

1. Sponsor mails in their application to CDPR.

2. The Sponsor’s application is manually entered into the CE system.

3. CE Program staff manually verify the Sponsor’s application information and either approve, modify or deny the Sponsor’s application.

4. When the CE team approves a course, the database will generate the Sponsor’s Attendance Record (an excel spreadsheet) and send it to the sponsor’s email.

5. The CDPR website is updated nightly with the status of the Sponsor’s application.

5.4.1.2 ATTENDANCE RECORD SPREADSHEETS

1. The CE Sponsor Attendance Record Spreadsheet (Excel) is emailed to Sponsors to record attendance for a course conducted.

2. The Sponsor completes and emails the spreadsheet back to CDPR.

3. CDPR automatically checks emails received and the CE system uploads and validates the spreadsheets.

Submitted CE Sponsor Attendance Spreadsheets are quality verified by the CDPR CE Program staff in the following ways:

Review spreadsheets that were excepted out of the automatic check process.

Review any deleted spreadsheets.

All validated spreadsheets.

All submitted spreadsheets.

Spreadsheets pending additional information.

5.4.1.3 PEST CONTROL LICENSED APPLICANT

The Licensing Program uses the CE data to verify if the Licensed or Certificate holder has met the required number of CE hours (Laws, Aerial, Other) to renew their license. When a Licensed or Certificate holder attends a CDPR Approved Course, the Course Sponsor:

1. Records their attendance and emails the attendance record (Excel Spreadsheet) to CDPR.

2. CDPR receives the Sponsor’s attendance record and automatically loads the data into CE.

3. The CDPR website is updated nightly with the Licensed Holder’s earned hours on record (Current Valid Licenses).

5.4.1.4 MONITORING EDUCATION HOURS

The IPS system does not contain the License Applicant’s CE courses taken during their valid license period nor the CE earned course hours (Laws, Aerial, Other) needed to renew their license. The CDPR Licensing staff must log into CE or check the CDPR website to view the Licensed Applicant’s CE courses attended and the number of hours earned.

The Licensed Applicant must check the CDPR website to see the number of hours earned (hours earned are based on Sponsor’s Attendance Records received). The Applicant’s Renewal Summary LIC-141 Application Form only includes the Applicant’s current licenses and number of CE hours required based on the Applicant’s License type. The Applicant manually enters the total number of CE hours they have completed on the form. Additionally, the Applicant can add additional course information to the Renewal Application for courses taken but not listed on the CDPR Website.

5.5 REPORTS

5.5.1 PML TOOLS APPLICATION

The PML Tools application is an in-house reporting tool that is currently maintained by the CDPR IT Staff. PML Tools is currently coded in the .NET Framework. PML accesses the data residing in IPS and generates reports, notices and form letters. The table below depicts each type, title, and description.

Table 5 PML Tool Outputs

Type Title Description Report Licensing Data Report Various custom reports using query selections to retrieve counts and/or data about Business Licenses, Trade Licenses, and USEPA Data.

Report License Renewal Notifications

The system generates license renewal notifications in either a batch format or single format.

Report Qualified Person Data Report

Report is run annually to check if a qualified person is working at more than one location.

Report General Standard Reports

Report is run annually to check if a qualified person is working at more than one location.

Report General Report Trade/Individual and Business Licenses Report Missing Data Report Show licenses that are missing specific pieces of data.

Report Anomalies Report Licenses that may have bad data.

Report Bad Addresses Bad addresses and duplicate contacts.

Report Type Totals Total Number of Business and Trade

Licenses by Type Report Renewal Statistics The number of renewal packets mailed

(Individual and Business License holders).

Report Renewal Statistics The number of renewals returned for processing (Individual and Business License holders).

Report Renewal Statistics The number of licenses renewed (Individual and Business License holders).

Letter 2nd Year Fee Letter 2nd Year Fee Notice (batch or single notice) is generated for licensee not on the 2-year cycle.

Letter Business License Generates a business’s actual business license (batch or single).

Letter Financial Responsibility Letter

Generates letter for Licensee’s with expiring, expired or no financial responsibility.

Letter Medical Certification Letters

Generate letter for Licensee’s with expiring, expired or no Medical Certificate.

Letter Workers Compensation Letters

Generates letters for licenses with expiring, expired, or no Worker’s Compensation.

5.5.2 CE REPORTS

The CE system generates various reports to assist with the verification of Licensed Applicant’s CE courses taken and hours earned and the processing of the Sponsor’s Application to sponsor a course and their attendance records.

Below is list of the CE Report variations.

Table 6 CE Reports

Type Title Description Report CE Report Courses Taken by Individual Report CE Report Sponsor Record Submission Status Report CE Report Course Attendees Report CE Report Early Renewal Report Report CE Report Sponsor Records Search Report CE Report All Submitted Attendance Spreadsheets for Course