Searching for SB and DVBEs

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

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

Roles: Public

Steps:

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

   Step 1

2. Click the Search for Certified SB/DVBE Firms link.

   Step 2

3. 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.

   Step 3

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

   Step 4

5. 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 5

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

   Step 6

7. You can also 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 7

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

   Step 8

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

   Step 9

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

    Step 10

11. In this scenario, first search to see a listing of all SB/DVBE certified companies with records in Cal eProcure. Then you will conduct another search for a specific Certification ID.

    Step 11

12. Select the Small Business and Disabled Veteran Business Enterprise options so that only certified businesses are returned in the search.

    Step 12

13. Click the Small Business (SB) option.

    Step 13

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

    Step 14

15. Click the Search button.

    Step 15

16. Click the Vertical Scrollbar.

    Step 16

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

    Step 17

18. The search results display the company and contact names for each business. Clicking on a business' name would then navigate you to view their supplier profile.

    Step 18

19. Click the Vertical Scrollbar.

    Step 19

20. Click the Expand Search Criteria button.

    Step 20

21. Next, search to see if Performance Pipeline Technologies is certified in Cal eProcure by using the Business Name field.

    Step 21

22. Click in the Business Name field.

    Step 22

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

     

    Enter a valid value e.g. "Performance Pipeline".

    Step 23

24. Click the Search button.

    Step 24

25. The record for this business is now shown.

     

    Click the company name to view their supplier profile that contains high-level information such as contacts and addresses for the business.

    Step 25

26. Click the PERFORMANCE PIPELINE TECHNOLOGIES (SB) link.

    Step 26

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

    Step 27

28. The supplier's Certification ID number, along with detailed contact information, is shown on this page.

    Step 28

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

    Step 29

30. At the bottom of the page, there is a section to view Active Certifications and Certification History (if previous records exist) for the supplier.

    Step 30

31. 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 Cal eProcure.

    Step 31

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

    Step 32

33. Next, navigate back to the SB/DVBE Search Page to find another SB or DVBE.

    Step 33

34. Click the Home link.

    Step 34

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

    Step 35

36. Click the Search for Certified SB/DVBE Firms link.

    Step 36

37. Next, search for a specific Certification ID to view that business' supplier profile. In this scenario, you know that the Certification ID for Tourmaline Construction is 1747809.

     

    You can either type the value into the Certification ID field, or use the look up button to search for a value.

    Step 37

38. Click in the Certification ID field.

    Step 38

39. Enter the desired information into the Certification ID field.

     

    Enter a valid value e.g. "1747809".

    Step 39

40. Click the Search button.

    Step 40

41. The corresponding record for Tourmaline Construction is then returned by your search. Click the company name in order to view this company's supplier profile.

    Step 41

42. Click the Tourmaline Construction (DVBE, SB) link.

    Step 42

43. The Supplier Profile page is displayed. This page contains various certification, contact and address information for this business.

    Step 43

44. Click the Vertical Scrollbar.

    Step 44

45. In the Certifications section, you can see that this business is certified as both SB and DVBE.

    Step 45

46. Finally, navigate back to the SB/DVBE Search Page to continue your search for SB and DVBE businesses.

    Step 46

47. Click the Vertical Scrollbar.

    Step 47

48. Click the Home link.

    Step 48

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

    Step 49

50. Click the Search for Certified SB/DVBE Firms link.

    Step 50

51. You can use any other search criteria field on this page, such as Service Area ID or UNSCPSC Classifications, to help you locate additional supplier records.

    Step 51

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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