Searching for LPAs

Purpose: Demonstrate how to search for Leveraged Procurement Agreements in FI$Cal.

Scenario: Your goal is to locate a Leveraged Procurement Agreement (LPA) in Cal eProcure using various search criteria.

Roles: Public

Steps:

1. Click the Get Public Procurement Information button.

   Step 1

2. Click the Search for Leveraged Procurement Agreements (LPAs) link.

   Step 2

3. The State Leveraged Procurement Agreements page is now displayed. From this page users can find any of the State's Leveraged Procurement Agreements (LPAs) using a variety of search criteria.

   Step 3

4. If you know the unique Contract ID of the LPA you are looking for, the Contract ID field can be used to quickly locate that LPA.

    

   In this scenario, the Contract ID of the desired LPA is not known, so other fields must be used to narrow the search.

   Step 4

5. The Vendor field can be used to find LPAs based on the vendor the state has a Leveraged Procurement Agreement with. If the ten digit Vendor ID is known it may be entered here.

    

   In this scenario, we are looking for an LPA with Office Supplies Unlimited.

   Step 5

6. Click the Look up Vendor button.

   Step 6

7. Click in the Name 1 field.

   Step 7

8. Enter the desired information into the Name 1 field.

    

   Enter "Office Supplies".

   Step 8

9. Click the Search button.

   Step 9

10. Click the 0000027747 button.

    Step 10

11. The search can also be narrowed by contract type. Because we are looking for an LPA, "Statewide Contract" should be selected from the Contract Type list.

    Step 11

12. Click the Contract Type list.

    Step 12

13. Click the Statewide Contract list item.

    Step 13

14. Click the Search button.

    Step 14

15. The Contract Information grid now displays all LPAs the State currently has with Office Supplies Unlimited.

    Step 15

16. In this scenario, we want to view the details on the State's Leveraged Procurement Agreement with Office Supplies Unlimited.

    Step 16

17. Click the View button.

    Step 17

18. The View Contract page is now displayed. From this page the user can view the details of the desired Leveraged Procurement Agreement

    Step 18

19. Click the Vertical Scrollbar.

    Step 19

20. If there were any attached documents associated with this contract, you would be able to view them in the View Attachments section using the View button.

    Step 20

You have successfully completed the "Searching for LPAs" topic.

Key Takeaways:

- Once a Leveraged Procurement Agreement (LPA) has been created, submitted and approved, you can search for it in Cal eProcure using several different search criteria

- Any State LPA can be searched for in the System

- After locating the LPA, you can then open and view the details of the LPA

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