Applying for SB/DVBE Certification

Purpose: Demonstrate how to apply for certification as a Small Business (SB) and/or Disabled Veteran Business Enterprise (DVBE) in Cal eProcure.

Scenario: After registering your company in Cal eProcure you can also to apply for a certification for your business. Use the Get Certified page to complete the application process for SB and/or DVBE certification.

Roles: Bidder, eSupplier

Steps:

1. Click the Small Business / Disabled Veteran Business Enterprise button.

   Step 1

2. Click the Get Certified button.

   Step 2

3. The Get Certified page is displayed.

    

   This page displays the name of your business, and the four different Certification Types available for your business. Use the Select options to choose the certification(s) that you wish to apply for.

   Step 3

4. For this example, select the SB and DVBE certification types.

   Step 4

5. Click the SB ( Small Business (SB) ) option.

   Step 5

6. Click the DVBE ( Disabled Veteran Business Enterprise (DVBE) ) option.

   Step 6

7. Click the Next button.

   Step 7

8. After selecting which certifications to apply for, a list of Eligibility Questions displays.

    

   Review the eligibility questions for the Small Business and Disabled Veteran Business Enterprise certification types and respond to them appropriately.

   Step 8

9. First, review the questions regarding Small Business eligibility, then respond with either "Yes" or "No" to each question.

   Step 9

10. Click the Yes button for the first question.

    Step 10

11. Continue to respond to the remaining questions with your desired answers.

    Step 11

12. Click the Vertical Scrollbar.

    Step 12

13. Next, review the questions for the DVBE certification, then respond with either "Yes" or "No" to each question.

    Step 13

14. Click the Yes button for the first question.

    Step 14

15. Continue to respond to the remaining questions with your desired answers.

    Step 15

16. Click the Vertical Scrollbar.

    Step 16

17. When finished answering all eligibility questions, use the Next button to view whether or not you qualify for certifications based on your responses.

    Step 17

18. Click the Next button.

    Step 18

19. The Participation Authorization and Compliance Agreement page displays. This page requires you to agree to Terms & Conditions.

    Step 19

20. Your Certification ID number has also been generated.

     

    In the Certification type(s): field, you can also see that based on your answers on the previous page, you qualify for both SB and DVBE certifications.

    Step 20

21. Click the Vertical Scrollbar.

    Step 21

22. Click the I accept the terms. option.

    Step 22

23. Click the Next button.

    Step 23

24. After accepting the terms and conditions, you are navigated to the Registration tab of the application process.

     

    From here, you will enter further details about your company and respond to additional questions about your industry type, affiliate companies, etc.

    Step 24

25. Notice that some of your business' information is already populated here. This is because FI$Cal pulls some basic information from your completed Bidder profile.

     

    Review the different data fields on this page and update any desired information.

    Step 25

26. Click the Vertical Scrollbar.

    Step 26

27. Respond to the Share Data question however you wish.

     

    This question is asking you to approve the sharing of your certification information with other government and local agencies.

    Step 27

28. Click the Yes button.

    Step 28

29. Click the Vertical Scrollbar.

    Step 29

30. Next, verify that all of the address information here is correct or update the fields accordingly.

    Step 30

31. The Same as Mailing Address option is used to copy the Mailing Address details to the Permanent Address section, if the two addresses are the same.

    Step 31

32. Click the Save & Continue button.

    Step 32

33. Next, you are brought to the Business page. This page contains a list of questions regarding your industry type and other business information.

     

    Proceed to review the questions and respond accordingly.

    Step 33

34. Click the Yes button relating to the first question.

    Step 34

35. By responding "Yes" to the first question, you are notified that the Cal eProcure qualifies you under the "Service" Industry Type.

    Step 35

36. Click the Close button.

    Step 36

37. Respond to the remaining questions appropriately.

    Step 37

38. Click the Vertical Scrollbar.

    Step 38

39. Continue down to the Business Information section to review the additional questions and respond accordingly.

    Step 39

40. Click the Ownership Type Look Up button.

    Step 40

41. Choose the most appropriate option for your business.

    Step 41

42. Click the Corporation button.

    Step 42

43. Click in the California Secretary of State's Corporation Number field.

    Step 43

44. Enter the desired information into the California Secretary of State's Corporation Number field. 

     

    Enter a valid value e.g. "C0123456".

    Step 44

45. Click in the Date Business Started field.

    Step 45

46. Enter the desired information into the Date Business Started field.

     

    Enter a valid value e.g. "09/01/2007".

    Step 46

47. Click the Tax Year Beginning Month list.

    Step 47

48. Click the 09 - September list item.

    Step 48

49. Respond to the remaining two questions in the Business Information section appropriately.

    Step 49

50. Click the No button for the first question.

    Step 50

51. Click the No button for the second question.

    Step 51

52. Click the Vertical Scrollbar.

    Step 52

53. Next, review and respond to the questions about Equipment Ownership and any Affiliate Relationships you may have with other Small Businesses.

    Step 53

54. Click the No button for the first question.

    Step 54

55. Proceed to respond to the remaining questions in this section appropriately.

    Step 55

56. Click the Vertical Scrollbar.

    Step 56

57. Next, review the questions regarding Managerial and Operational Control for the DVBE certification, and respond to all of the questions appropriately.

    Step 57

58. Click the Yes button for the first question.

    Step 58

59. Respond to the remaining questions appropriately.

    Step 59

60. Click the Vertical Scrollbar.

    Step 60

61. Finally, respond appropriately to the Ownership Type Questions.

    Step 61

62. Once finished answering all questions on this page, use the Save & Continue button to proceed to the next page.

    Step 62

63. Click the Save & Continue button.

    Step 63

64. The Owners page is now displayed.

     

    Use this page to provide information about the business owner.

    Step 64

65. Click in the First Name field.

    Step 65

66. Enter the desired information into the First Name field. 

     

    Enter a valid value e.g. "Jon".

    Step 66

67. Click in the Last Name field.

    Step 67

68. Enter the desired information into the Last Name field.

     

    Enter a valid value e.g. "Smith".

    Step 68

69. Click in the Ownership Percentage field.

    Step 69

70. Enter the desired information into the Ownership Percentage field.

     

    Enter a valid value e.g. "100".

    Step 70

71. Click the Ownership Type menu.

    Step 71

72. Click the Individual list item.

    Step 72

73. Click in the Address 1 field.

    Step 73

74. Enter the desired information into the Address 1 field.

     

    Enter a valid value e.g. "1821 Wall Street".

    Step 74

75. Click in the City field.

    Step 75

76. Enter the desired information into the City field.

     

    Enter a valid value e.g. "Sacramento".

    Step 76

77. Click in the State field.

    Step 77

78. Enter the desired information into the State field.

     

    Enter a valid value e.g. "CA".

    Step 78

79. Click in the Postal field.

    Step 79

80. Enter the desired information into the Postal field.

     

    Enter a valid value e.g. "95298".

    Step 80

81. Click the Vertical Scrollbar.

    Step 81

82. Click the Save & Continue button.

    Step 82

83. Next, the Affiliate page is displayed.

     

    Use this page to enter information about any of your Affiliate Businesses.

     

    Note: Affiliate or affiliation refers to a relationship of direct or indirect control or shared interests between the applicant or a small business and another business.

    Step 83

84. Click in the Business Name field.

    Step 84

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

     

    Enter a valid value e.g. "Thomas Construction".

    Step 85

86. Click in the First Name field.

    Step 86

87. Enter the desired information into the First Name field.

     

    Enter a valid value e.g. "Mark".

    Step 87

88. Click in the Last Name field.

    Step 88

89. Enter the desired information into the Last Name field.

     

    Enter a valid value e.g. "Thomas".

    Step 89

90. Click the Title look up button.

    Step 90

91. Choose the most appropriate option from the list.

    Step 91

92. Click the Vertical Scrollbar.

    Step 92

93. Click the President button.

    Step 93

94. Click in the Ownership Percentage field.

    Step 94

95. Enter the desired information into the Ownership Percentage field.

     

    Enter a valid value e.g. "100".

    Step 95

96. Click in the Business Start Date field.

    Step 96

97. Enter the desired information into the Business Start Date field.

     

    Enter a valid value e.g. "12/01/2005".

    Step 97

98. Click the Month Tax Year Begins menu.

    Step 98

99. Click the 09 - September list item.

    Step 99

100. Click in the Affiliation End Date field.

     Step 100

101. Enter the desired information into the Affiliation End Date field.

      

     Enter a valid value e.g. "12/31/2014".

     Step 101

102. Click in the Average Number of Employees field.

     Step 102

103. Enter the desired information into the Average Number of Employees field.

      

     Enter a valid value e.g. "30".

     Step 103

104. Click in the Address 1 field.

     Step 104

105. Enter the desired information into the Address 1 field.

      

     Enter a valid value e.g. "3050 Bristol Way".

     Step 105

106. Click in the City field.

     Step 106

107. Enter the desired information into the City field.

      

     Enter a valid value e.g. "Sacramento".

     Step 107

108. Click in the Postal field.

     Step 108

109. Enter the desired information into the Postal field.

      

     Enter a valid value e.g. "95814".

     Step 109

110. Click in the State field.

     Step 110

111. Enter the desired information into the State field.

      

     Enter a valid value e.g. "CA".

     Step 111

112. Click the Vertical Scrollbar.

     Step 112

113. Click the Save & Continue button.

     Step 113

114. Next, the Employee/Taxes page is displayed.

      

     Use this page to provide information relating to your past Gross Annual Receipts (GARs).

     Step 114

115. First, provide the applicant firm's average number of employees over the previous four quarters.

     Step 115

116. Click in the Applicant Number of Employees field.

     Step 116

117. Enter the desired information into the Applicant Number of Employees field.

      

     Enter a valid value e.g. "33".

     Step 117

118. Click the Vertical Scrollbar.

     Step 118

119. Next, use the GARS Details section to enter data about your Gross Annual Receipts (GARs) over the past three years.

      

     You will also need to enter GARs information for any affiliate businesses you have identified.

     Step 119

120. Click in the 09/2014 to 08/2015 GARS field for Jon Smith & Company.

     Step 120

121. Enter the desired information into the 09/2014 to 08/2015 GARS field.

      

     Enter a valid value e.g. "2500000".

     Step 121

122. Click in the 09/2013 to 08/2014 GARS field for Jon Smith & Company.

     Step 122

123. Enter the desired information into the 09/2013 to 08/2014 GARS field.

      

     Enter a valid value e.g. "2000000".

     Step 123

124. Click in the 09/2012 to 08/2013 GARS field for Jon Smith & Company.

     Step 124

125. Enter the desired information into the 09/2012 to 08/2013 GARS field.

      

     Enter a valid value e.g. "2000000".

     Step 125

126. Click in the 09/2014 to 08/2015 GARS field for Thomas Construction.

     Step 126

127. Enter the desired information into the 09/2014 to 08/2015 GARS field.

      

     Enter a valid value e.g. "1500000".

     Step 127

128. Click in the 09/2013 to 08/2014 GARS field for Thomas Construction.

     Step 128

129. Enter the desired information into the 09/2013 to 08/2014 GARS field.

      

     Enter a valid value e.g. "1125000".

     Step 129

130. Click in the 09/2012 to 08/2013 GARS field for Thomas Construction.

     Step 130

131. Enter the desired information into the 09/2012 to 08/2013 GARS field.

      

     Enter a valid value e.g. "1125000".

     Step 131

132. Click the Vertical Scrollbar.

     Step 132

133. Click the Update button.

     Step 133

134. Click the Vertical Scrollbar.

     Step 134

135. After clicking the Update button, the system calculates totals and averages of the GARS data.

     Step 135

136. Click the Save & Continue button.

     Step 136

137. Next, the Other page is used to gather various information about your company such as keywords, service area, and the UNSPSC Classifications that your business associates with.

     Step 137

138. You can choose the Service Areas where the company can do business.

      

     Notice that the service areas you specified during Bidder/eSupplier registration are automatically populated on the page already.

     Step 138

139. If your firm does business in the entire State of California you may select the option to add all service areas to the list.

      

     In this example, the firm already specified its service area during bidder registration, and does business across the entire state.

     Step 139

140. Note: If all the necessary service areas were not shown on the list already, you would then select the additional Service Area IDs by using the Look up Service Area button.

     Step 140

141. Next, you can use the Keywords field to enter some descriptive terms that best describe your business and its offerings. In this case, you did not enter any keywords when registering as a Bidder and can now enter as many Keywords as desired.

      

     These keywords can be used by department buyers when using the online SB/DVBE search engine to locate bidders.

     Step 141

142. Enter the desired Keyword into the Add Keyword field and then use the Add button to save it and continue adding additional Keywords.

     Step 142

143. Click in the Add Keyword field.

     Step 143

144. Enter the desired information into the Add Keyword field. 

      

     Enter a valid value e.g. "HVAC".

     Step 144

145. Click the Add button.

     Step 145

146. Click in the Add Keyword field.

     Step 146

147. Enter the desired information into the Add Keyword field.

      

     Enter a valid value e.g. "heating".

     Step 147

148. Click the Add button.

     Step 148

149. Click in the Add Keyword field.

     Step 149

150. Enter the desired information into the Add Keyword field.

      

     Enter a valid value e.g. "ventilation".

     Step 150

151. Click the Add button.

     Step 151

152. You may continue to add as many Keywords as desired and can update them at any time.

     Step 152

153. Click the Vertical Scrollbar.

     Step 153

154. Next, choose the UNSPSC Classification codes you wish to have your business associated with.

      

     Selecting the UNSPSC values most closely associated with your business will help State department buyers identify your business as a potential bidder for the good/service they are requesting.

      

     For example, a buyer might search for all certified Small Businesses that provide HVAC services. Those choosing the UNSPSC values for HVAC services as part of their profile would then appear in that buyer's search.

     Step 154

155. This step can also be completed during the initial bidder registration process. If UNSPSC codes were selected during that process, those codes would already be reflected here in the UNSPSC Classification list.

      

     However, more codes can be added by clicking the UNSPSC Classification Look Up. Similarly to the Service Areas section, you can select as many UNSPSC codes as needed by searching for a new code, and then adding it to the list below.

      

     The list will show all UNSPSC codes that you have chosen.

     Step 155

156. Click the Look up UNSPSC Classification button.

     Step 156

157. Use this page to search for any UNSPSC values that your business is associated with.

     Step 157

158. Click in the Description field.

     Step 158

159. Enter the desired information into the Category field.

      

     Enter a valid value e.g. "Ventilation".

     Step 159

160. The results of the page are filtered to show all UNSPSC categories that begin with or relate to the code value that you entered.

      

     Select as many UNSPSC categories as desired that apply to your business.

     Step 160

161. Click the 40101500 button.

     Step 161

162. Click the Add button.

     Step 162

163. Continue to select as many UNSPSC Classifications as needed by searching for a new code, and then adding it to the list below.

     Step 163

164. Next, answer the question in the Various Data section.

     Step 164

165. Click the No button.

     Step 165

166. When finished adding all service areas, UNSPSC codes and Keywords, proceed to the final page of the certification application by using the Save & Continue button.

     Step 166

167. Click the Save & Continue button.

     Step 167

168. Lastly, the Attachment page displays.

      

     This page is used to capture any necessary documentation needed to support your certification. Based on your answers throughout the application, certain types of attachments are required to be provided here.

      

     In this scenario, there are multiple attachments that must be provided in order to complete the application.

     Step 168

169. Refer to the Supporting Document field for what type of document must be uploaded in each section.

     Step 169

170. Click the Add Attachment button.

     Step 170

171. Click the Browse button.

     Step 171

172. Click the Tax Identification Number Verification Document list item.

     Step 172

173. Click the Open button.

     Step 173

174. Click the Upload button.

     Step 174

175. Click in the Description field.

     Step 175

176. Enter the desired information into the Description field.

      

     Enter a valid value e.g. "TIN Verification".

     Step 176

177. Proceed to attach all required documents on this page, then submit the application.

     Step 177

178. Click the Vertical Scrollbar.

     Step 178

179. Click the Submit Application button.

     Step 179

180. Review the Penalty of Perjury details, then select the option to Accept Terms and Conditions.

     Step 180

181. Click the I Accept Terms and Conditions option.

     Step 181

182. Click the OK button.

     Step 182

183. The Submission Complete page notifys you that your Small Business application was automatically approved, and your Disabled Veteran Business Enterprise application is pending approval.

      

     You will also receive email confirmation once your application(s) is approved in addition to this confirmation page.

     Step 183

184. Click the bottom OK button.

     Step 184

You have successfully completed "Applying for SB/DVBE Certification" topic.

Key Takeaways:

- After a business registers as a Bidder in Cal eProcure, they can then apply for SB and/or DVBE certification using the online application process

- The application process asks the business a series of questions to determine which certifications they may qualify for

- The applicant then provides detailed information about their business to complete and submit the application

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