Searching for SB and DVBEs


Purpose: Demonstrate how to search for certified Small Businesses (SB) and Disable Veteran Business Enterprises (DVBE) in FI$Cal.

 

Scenario: Your goal is to locate certified SB/DVBEs in FI$Cal using various search criteria.

 

Roles: All


Steps:

  1. Begin by navigating to the State of California Certifications page.

     

    Click the Main Menu button.

    Step 1

  2. Click the Certification Process menu.

    Step 2

  3. Click the Public Search menu.

    Step 3

  4. The State of California Certifications page is displayed. This page contains many different search criteria that can be used to locate a certified SB or DVBE in FI$Cal.

    Step 4

  5. Use the Business Name or Supplier ID fields if you know exactly which business you would like to view.

    Step 5

  6. To do a general search for all certified businesses, select any of the options in the Certification Type section to return all results matching those types.

    Step 6

  7. Use the Business Type section to further refine the results of your supplier search.

    Step 7

  8. You can enter keywords to narrow your search for suppliers. Keywords are identifiers that suppliers have provided to categorize their business.

     

    To enter multiple Keywords, use the add a new row button at the end of each keyword line.

    The add a new row button resembles a plus (+) symbol.

    Step 8

  9. Use the Zip Code field to search for a business within a specific Zip Code.

    Step 9

  10. Use Service Area ID field to search for specific counties in California where the business may operate.

    Step 10

  11. Use the UNSPC Classifications field to search for category codes that a business has identified with.

    Step 11

  12. In this scenario, first search to see if Diamond Truck Body Manufacturing Inc. is a certified company. Then do a more general search for all SB and DVBE certified businesses.

    Step 12

  13. Click in the Business Name field.

    Step 13

  14. Enter the desired information into the Business Name field.

     

    Enter a valid value e.g. "DIAMOND TRUCK BODY MANUFACTURING INC".

    Step 14

  15. Select the Small Business and Disabled Veteran Business Enterprise options to see if this company has received those certifications.

    Step 15

  16. Click the Small Business option.

    Step 16

  17. Click the Disabled Veteran Business Enterprise option.

    Step 17

  18. Click the Vertical Scrollbar.

    Step 18

  19. Click the Search button.

    Step 19

  20. The record for this business is shown in the Search Results grid.

     

    You can use the View Profile link to view this company's supplier profile that contains high-level information such as contacts and addresses for the business.

    Step 20

  21. Next, search for all SB/DVBE certified businesses by changing the search criteria fields.

    Step 21

  22. Click the Vertical Scrollbar.

    Step 22

  23. Remove the text from the Business Name field, but leave the SB and DVBE options selected in order to return a list of all SB/DVBE certified businesses.

    Step 23

  24. Click in the Business Name field.

    Step 24

  25. Press [Delete].

    Step 25

  26. Leave the SB and DVBE Certification Types selected.

    Step 26

  27. Click the Vertical Scrollbar.

    Step 27

  28. Click the Search button.

    Step 28

  29. A list of all companies holding either SB or DVBE certifications is displayed.

    Step 29

  30. The Search Results grid displays the company name, the name and email of the company contact person, the business' certification type, and a link to view the supplier profile for each business.

    Step 30

  31. You can customize your view of these records by using the options at the top of the Search Results grid.

     

    Options here allow you to navigate through the list of records. For example, by using the Show previous row or Show next row buttons, you will see another grouping of records.

     

    You can also use the First or Last links to quickly jump to the beginning or ending of the list of results.

    Step 31

  32. Using the Download button would allow you to export all the records in the table to a Excel document.

     

    This would allow you view and filter the records using Excel functions, if desired.

    Step 32

  33. On this page, there is a View 100 link which would allow you to view 100 lines of records at one time if desired.

    Step 33

  34. Next, use the View Profile link to view more information about The Silver Line Company.

    Step 34

  35. Click the View Profile link on line 1.

    Step 35

  36. The Supplier Profile page is displayed. This page contains additional detail about the selected supplier.

    Step 36

  37. The supplier's Certification ID number and detailed contact information is shown here.

    Step 37

  38. Use the various links shown on the page to view different information about this supplier, such as their identified keywords and classifications or their application.

    Step 38

  39. At the bottom of the page, there are sections to view Active Certifications and Certification History (if previous records exist) for the supplier.

    Step 39

  40. In the Active Certifications section, you can see that the SB certification for this supplier is Approved. This means that the supplier has completed the application process in FI$Cal.

    Step 40

  41. If this supplier had previous certification information, a Certification History section would also display below with the status of the prior certifications.

    Step 41

You have successfully completed the "Searching for SB and DVBEs" topic.

 

Key Takeaways:

- Once a business certification has been created, submitted and approved, you can search for the business in FI$Cal using several different search criteria

- Any certified SB/DVBE business can be searched for in the System

- After locating the certified business, you can then open and view their supplier profile page

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