In this Topic ShowHide

Submit a Renewal Application:  Existing Contact Applying for Existing Company

The following step-by-step instructions can be used to learn about the application submission process that is performed by the Applicant when applying for renewal of accreditation/certification.

The Scenario

The following scenario describes a case where the Applicant visits CA Connect to submit an application for the renewal of certificate(s) for the Company.  The Contact and Company are already in CA Connect.  The Contact is returning as the Primary Contact representing the Company.

1. 1. Open your web browser and type caconnect.asme.org.

Figure 1 - CA Connect Access

1. 2. Enter your E-mail Address (see Figure 2).

   3. Click the Continue button.

Figure 2 - Login Page

1. 4. Enter the Password for the Primary Contact (see Figure 3).

1. 5. Click the Login button.

Figure 3 - Password Page

1. 6. You will be directed to the Company List page. 

   7. Click the Select link assigned to the company account for which you want to apply for a renewal of the certificate(s) (see Figure 4).

Figure 4 - Company List

1. 8. You will be directed to your My Accounts Page (see Figure 5).  (Note:  Do not select the Submit New Application menu link on the top menu bar if you are renewing certificate(s)).

Figure 5 - Company List

Submit a Renewal Application

1. 1. Click the My Application Tab (see Figure 6).

   2. Click the Up for Renewal link for the Company for which you will be submitting the application.

   3. You will be directed to the Submit New Application form which is divided into 4 steps.

Figure 6 - My Applications Tab

Step 1: Company & Plant Information

The Company and Plant information are auto-populated onto this page (see Figure 7).  All the fields are View Only and the information can only be changed by the ASME Conformity Assessment staff.

To change any of the information on this page, send a Change Request via CA Connect or by e-mail to ca@asme.org.

1. 1. Verify the information for accuracy.

   2. Click the Next button to proceed to Step 2 (Certification & Stamps).

Figure 7 - Submit New Application Form - Step 1 (Company & Plant Info)

Step 2:  Certification & Stamps

This page features the Application Types and Certificate/Stamps related options (see Figure 8).

1. 1. For a renewal application, the Application Type default is set to Renewal.

   2. Select the Certificate(s)/Stamps(s) you are applying for by placing a checkmark in the appropriate checkbox for those certificate(s) you are renewing.  (Note:  For illustration purposes, this sample shows the selection of the PP certificate/stamp.)

Figure 8 - Submit New Application Form - Step 2 (Certificates & Stamps)

1. 3. Once you check the certificate(s)/stamp(s) for renewal, the Certificate Type, Certificate Number, and Scope are displayed (see Figure 9).

      1. If you need to change the scope, click on the Change Scope link and continue with steps a - b.

      2. If you are not changing the scope, skip to step # 5.

Figure 9 - Submit New Application Form - Step 2 (Change Scope)

1. 4. Click the Select button to choose the applicable scope.  (Note:  Follow this step only if you are changing the scope.  Otherwise, skip to the next step # 5.)

Figure 10 - Submit New Application Form - Step 2 (Change Scope Selection)

1. 5. If applicable, select an Authorized Inspection Agency from the drop-down list of options (see Figure 11).

   6. Enter the Number of Stamps Requested (1/2” or 3/4”) in the fields next to those entries.

   7. Click the Next button to proceed to Form D.

Figure 11 - Submit New Application Form - Step 2 (Authorized Inspection Agency)

1. 8. Enter the Form D information (see Figure 12).

   9. Click the Next button to proceed to Step 3 (Billing Information and Review).

Figure 12 - Submit New Application Form - Form D

1. 10. A message asking if you want to go to the next page is displayed (see Figure 13).  

   11. Click the OK button to continue.

Figure 13 - Submit New Application Form - Step 2 (Confirmation Message)

Step 3:  Billing Information and Review

The Step 3 (Review) of the application form is divided into two parts.  The first part is used to input and process Billing and Banking information, and Electronic Funds Transfer information (see Figure 14).  The second part is used to verify all the information entered on the application form prior to the submission of the application (see Figure 17).

1. 1. Billing Information:  The Billing Address is pre-filled with the Plant Address. To enter a new Billing Address that is not the Plant or Mailing Address, overwrite the Plant Address with the actual Billing Address.

   2. To change the Billing Address to the Mailing Address, click the Import Address button.

Figure 14 - Submit New Application Form - Step 3 (Billing Information)

1. 3. The Import Address button, when clicked, will open the window depicted on Figure 15.  

   4. To replace the Billing Address with the Mailing Address, click the Mailing Address option.  Otherwise click the Close link and skip to step #7.

   5. Click on the Click to Import link.

Please Note: Once you have imported the address, the Applicant will be allowed to edit the Billing Address any time prior to the issuance of the certificate(s)/stamp(s).  Editing the Billing Address in the Billing Address section (after you have imported it) will not impact your official Plant or Mailing addresses).

Figure 15 - Submit New Application Form - Step 3 (Import Address)

1. 6. Enter the Electronic Funds Transfer Information if available in the designated fields (see Figure 16).

   7. Click the Next button to continue.

Figure 16 - Submit New Application Form - Step 3 (Electronic Funds)

1. 8. Review:  You will be directed to the continuation of Step 3 (Review) (see Figure 17).

   9. Verify the information for accuracy.

   10. Click the Next button to proceed to Step 4 (Print & Mail).

Figure 17 - Submit New Application Form - Step 3 (Review)

Note: If you are applying for a non-boiler Certificate/Stamp, you will need to fill out additional Conditional Forms. A list of Certificate Types and their respective Conditional Forms appear below:

1. • AIA - Conditional Form G

   • Boiler- No Conditional Form

   • Nuclear - Conditional Form A

   • PRD - Conditional Form H

   • QEI - No Conditional Form

   • QSC - Conditional Form C

   • RTP - Conditional Form R

Step 4: Print & Mail

1. 1. A confirmation message appears in yellow indicating your application has been successfully submitted (see Figure 18).

   2. Click the Print Agreement button to print the Accreditation/Certification Agreement form.

Figure 18 - Submit New Application Form - Step 4 (Print & Mail)

1. 3. Sign and e-mail the Accreditation/Certification Agreement form to ca@asme.org.

Figure 18 - Accreditation/Certification Agreement Form

THIS COMPLETES THE SUBMIT RENEWAL APPLICATION PROCESS