PD-OSDS-Chatbot

Knowledge for the "OSDS Program" category

Q: 

I received a letter saying my certification is going to be discontinued. Do I need to file an appeal? 

A: 

No, you do not need to file an appeal. Please refer to the Notice of Intent to Discontinue and provide the requested items needed for reverification. You may also contact the OSDS Certification team or the Certification/Compliance Officer assigned to your file for assistance. For help, you can email the Certification Office at Certification@dgs.ca.gov. 

 

 

Q: 

I found out my certification was discontinued but I never received any notices. How can I get recertified? 

A: 

If your certification was discontinued and you did not receive notices, you may re‑apply for certification by logging into your Cal eProcure account and following the prompts for recertification. For more information, see our re-application article. 

 

 

Q: 

If a DVBE owner is absent from operations due to medical leave, does the certification remain valid? 

A: 

Does not automatically invalidate certification. The DVBE remains certified as long as the owner remains under ultimate control and the business continues to perfrom a Commercially Useful Function (CUF). Prolonged absence or loss of control may trigger a review by OSDS. 

 

 

Q: 

How come when I search for my certification, it doesn't come up? 

A: 

You can find your approved certification profile under the Quick Links drop down menu. Select Find Certified Firms (SB/DVBE). TIP: Enter in your firm's Certification ID, then click Search. If your certification is in the approved status, you will see your business name profile populate below for you to view and download. If you do not see your business name profile, contact OSDS at: 
 
Office of Small Business & Disabled Veteran Business Enterprise Services (OSDS) Email: Certification@dgs.ca.gov   
Phone: (916) 375‑4940  
Hours: Monday–Friday, 8:00 AM–5:00 PM (Pacific Time). 

 

 

Q: 

How long does it take to get certified 

A: 

Certification renewal notifications are issued no more than 90 calendar days prior to you certification's expiration date. Renewal notifications are sent by email or mail to the contact listed on your certification application.  If you did not receive a renewal notification, contact OSDS at: 
 
Office of Small Business & Disabled Veteran Business Enterprise Services (OSDS) Email: Certification@dgs.ca.gov   
Phone: (916) 375‑4940  
Hours: Monday–Friday, 8:00 AM–5:00 PM (Pacific Time). 

 

 

Q: 

I did not receive a renewal notification 

A: 

Once you submit, your application will be assigned to a Certification Officer. The initial review can take up to 48 hours. The review can take up to 30 days to make a determination. You may contact our office at certification@dgs.ca.gov for updates. 

 

 

Q: 

What are the next steps after approval/WFR? (How long does WFR take?) 

A: 

A completed certification application package can be expedited in an effort to prevent firms from missing bidding opportunities that are due within 30 days. Firms, state agencies, and Reciprocity Partners may submit expedite requests. An expedite request must be submitted along with the certification application no later than five business days prior to the bid due date. An expedite request may not be submitted after a certification application has been submitted. Note: The written expedite request and a completed application package must include the necessary supporting documents. Please allow 5-10 business days for processing time. 

 

 

Q: 

What is the process for requesting an expedited certification review for upcoming bid opportunities? 

A: 

A completed certification application package can be expedited in an effort to prevent firms from missing bidding opportunities that are due within 30 days. Firms, state agencies, and Reciprocity Partners may submit expedite requests. An expedite request must be submitted along with the certification application no later than five business days prior to the bid due date. An expedite request may not be submitted after a certification application has been submitted. Note: The written expedite request and a completed application package must include the necessary supporting documents. Please allow 5-10 business days for processing time. 

 

 

Q: 

Will I get a reminder prior to expiration? 

A: 

Certification renewal notifications are issued no more than 90 calendar days prior to your certification's expiration date. Renewal notifications are sent by email or mail to the contact listed on your certification application.  If you did not receive a renewal notification, contact OSDS at: 
 
Office of Small Business & Disabled Veteran Business Enterprise Services (OSDS) Email: Certification@dgs.ca.gov   
Phone: (916) 375‑4940  
Hours: Monday–Friday, 8:00 AM–5:00 PM (Pacific Time). 

 

 

Q: 

What are the eligibility requirements? 

A: 

In order for a small business to be eligible for certification, the small business must meet the following requirements: 

  • Be independently owned and operated; 
  • Not dominant in field of operation; 
  • Principal office located in California; 
  • Owners (officers, if a corporation) domiciled in California; and, 
  • Including affiliates, be either: 
  • A business that, together with all affiliates, has one hundred (100) or fewer employees, and annual gross receipts of nineteen million dollars ($19,000,000) or less as averaged for the previous three (3) tax years, as biennially adjusted by the Department in accordance with Government Code section 14837, subdivision (d)(3). If the business or its affiliate(s) has been in existence for less than three (3) tax years, then the GAR will be based upon the number of years in existence. 
  • A manufacturer* with 100 or fewer employees; or, 
  • A small business will automatically be designated as a micro business if gross annual receipts are $6,000,000 or less or the small business is a manufacturer with 25 or fewer employees.                                                                                                                                                                            Disabled Veteran Business Enterprise (DVBE) Certification Eligibility Requirements and Benefits 

For DVBE certification purposes, a ""disabled veteran"" is: 

  • A veteran of the U.S. military, naval, or air service; 
  • The veteran must have a service-connected disability of at least 10 percent or more; and 
  • The veteran must reside in California. 

To be certified as a DVBE, your firm must meet the following requirements: 

  • Your business must be at least 51 percent owned by one or more disabled veterans; 
  • Effective 1/1/2004, per Public Contract Code – DVBE limited liability companies must be wholly owned by one or more disabled veterans. 
  • Your daily business operations must be managed and controlled by one or more disabled veterans 

NOTE:  The disabled veteran who manages and controls the business is not required to be an owner of the applicant business; and your home office must be located in the U.S. (the home office cannot be a branch or subsidiary of a foreign corporation, foreign firm, or other foreign based business). 

All existing and all new DVBE applicants must submit to the Office of Small Business and DVBE Services (OSDS) complete copies of the DVBE's federal income tax returns for the previous three years. DVBEs who have been in business for less than three years shall submit the federal tax returns for each year they've been in business. 

A DVBE applicant that is not a sole proprietorship and rents equipment to the state must provide the federal income tax returns for each of their disabled veteran owners or your firm will be deemed to be an equipment broker. 

DVBE limited liability companies must be wholly owned by one or more disabled veterans.   

 

 

Q: 

Our DVBE qualifier has passed away, what can we do to keep our DVBE certification? 

A: 

Contact OSDS immediately and report the change. 

You will also need to identify a new qualifying veteran who must: 

  • own at least 51% of firm 
  • manage firm / run day to day operations 
  • have at least 10% service related disability 
  • be domiciled in California. 

 

 

Q: 

How often does a certification go through compliance review? 

A: 

Compliance review of a firm's certification can be done at any time to make sure that all eligibility requirements are maintained throughout the certification period. 

 

 

Q: 

How do I renew my certification? 

A: 

To renew your certification, go to the Cal eProcure website and select Login/Register. Once you are logged in, scroll down and click Manage Certification. On the right-hand side, select Re‑apply with Current Information and follow the prompts. 

 

 

Q: 

How do I apply for certification? 

A: 

To apply for certification, you must complete a two‑step process. First, go to Cal eProcure and select Login/Register, then choose New Bidder Registration to begin the registration. After completing registration, you will receive an email with your login information and temporary password.  
 
After you have that information, log in again to complete the certification application. 

 

 

Q: 

Can I apply for SB, SB-PW, and DVBE certifications all at once? 

A: 

Yes. When completing the application, be sure to check all three certification types. 

 

 

Q: 

Is this certification the same for DBE? 

A: 

No. DBE certification is a separate program administered by Caltrans. You can learn more or begin the DBE application process through the Caltrans DBE program page. 

 

 

Q: 

I am online to renew my Certification. Do I select Re-Apply with Current Information or Apply for Certification? 

A: 

Yes. Select Re-Apply with Current Information. If your phone numbers and/or addresses have changed, you can edit them on the website. 

 

 

Q: 

Which Cities and Counties accept our Certification? 

A: 

The Cities and Counties are Reciprocity Partners. To see the list of Reciprocity Partners, visit our List of SBDVBE Reciprocity Partners page. 

 

 

Q: 

I am a minority women owned business. How can I apply for your certification? 

A: 

You’ll want to look into the Disadvantaged Business Enterprises (DBE) program managed by CalTrans. You can learn more or apply for DBE certification through the Caltrans website. 

 

 

Q: 

How can I print my certification? 

A: 

To print your certification, go to the CaleProcure website. Open the Quick Links drop‑down menu and select Find Certified Firms (SB/DVBE). Enter your firm's Certification ID and click Search. If your certification is in approved status, your business profile will appear, where you can view and download your certification. 

 

 

Q: 

My secretary/assistant left, and my certification expired. I need to get re-certified, but I don't know the login or password. 

A: 

You will need to contact FI$Cal Portal Support by phone at (855) 421-6355, press 1 for technical support, and provide them with your certification ID. They will provide you with a temporary username and password. 

 

 

Q: 

What are the benefits do I get with becoming certified with the state? 

A: 

Eligible for a 5% bid preference for small businesses on applicable state solicitations, and access to contract opportunities exclusively available to certified businesses. Let me provide you with the list of benefits by giving you our direct website. 

 

 

Q: 

I have run a non-profit and want to get certified. How do I get certified? Can you help me with that? 

A: 

We offer a Nonprofit Recognition. To qualify, you must be a formed tax‑exempt corporation registered with the California Secretary of State, have filed Articles of Incorporation and/or Corporate Bylaws with the California Secretary of State, and file a Return of Organization Exempt from Income Tax (Form 990) with the IRS. Please note that nonprofits are not eligible for Small Business certification. For more information on how to apply for or renew recognition as a Nonprofit Organization, visit our webpage. 

 

 

Q: 

I'm a DV and trying to complete my application, but can't because it keeps asking me for my taxes. I don't file taxes. I don't have to. 

A: 

Two things can be true at the same time. While it is true that you are exempt from filing taxes with the IRS, Federal Tax Returns are a requirement for our program, in order to get SB and DVBE certified. 

 

 

Q: 

Can you expedite a Certification? 

A: 

Yes. However, one of the requirements is an expedite request must be submitted no later than 5 business days prior to the bid due date. Contact OSDS at (916) 375-4940, or by email at Certification@dgs.ca.gov to have the Certification Expedite Request Form emailed to You. 

 

 

Q: 

I have started the Application and need to Upload Tax Returns. How do I do it? 

A: 

Log Into your Cal eProcure Account at our website. Select Manage Certification, then select Continue Application. Check the Application to make sure all Information is correct, then select Save and Continue, at the bottom left of each page, until you reach the Upload page. Then Select Add Attachment. Repeat this step for all of the documents requested. After all of the requested documents have been uploaded, select Submit Application at the bottom of the page. 

 

 

Q: 

I received a Deficiency Letter. What do I need to do? 

A: 

At the end of the Letter, you will see your Certification Officer's name and their Contact Information. Please call or email them for assistance. 

 

 

Q: 

Can you help me with the Keywords on my Certification Profile? 

A: 

You will want to schedule a meeting with the OSDS Outreach Team for assistance. You can schedule an appointment with them at our Bookings website. 

 

 

Q: 

How can I find out about contracting opportunities? 

A: 

You can find contracting opportunities by visiting the Cal eProcure website. From the homepage, select Sell to the State and/or Find Public Procurement Information to view current bidding and contracting opportunities. 

 

 

Q: 

I asked another department that I’m working with questions about our contract and they told me to contact DGS. Can you help me? 

A: 

You will need to contact the Contract Official or Contract Manager responsible for your specific contract, as they are the best source for detailed information about your contract. If you are unable to get the assistance you need, you may reach out to the department’s SB/DVBE Advocate or Liaison.  
 
If you are unsure whom to contact, you can use the SB/DVBE Advocate Directory to find out whom you should work with. 

 

 

Q: 

Is my [insert specific situation] CUF compliant? 

A: 

We are not able to provide guidance on CUF compliance for specific contract situations. CUF determinations must be addressed by the Contract Administrator responsible for the contract. If you do not know who your Contract Administrator is, please contact the SB/DVBE Advocate for the awarding department for assistance. 

 

 

Q: 

Where can I get a CUF form? 

A: 

You can download the CUF Evaluation and Determination Worksheet from the OSDS CUF webpage.  
 
Alternatively, you may want to contact the contracting agency to request its agency‑specific CUF form. 

 

 

Q: 

I am having login issues, who can help? 

A: 

For login issues, please contact Cal eProcure System Support. They can assist you with gaining access to your account. You can reach them by phone Monday thru Friday from 8am-5pm PDT at (855) 421‑6355. 

 

 

Q: 

Why is Cal eProcure asking for my Tax returns when I just started my business this year? 

A: 

You should confirm that the Business Start Date is correct on your application. The Cal eProcure portal uses your business start date to determine whether tax returns are required, so it will request federal tax returns based on the date you entered. 

 

 

Q: 

I can't access my bidder account, can you help? 

A: 

If you can't access your bidder account, first try going to the login/register page and clicking the “I forgot my password”. If you have already tried that and still can’t log in, please contact Cal eProcure Portal Support for assistance. Be ready to provide your business name, Tax ID, Supplier/Bidder ID, User ID, and Certification Number if you know it. 
You can reach Cal eProcure Portal Support here: 
 
Email: vendors@fiscal.ca.gov 
Phone: 1‑855‑421‑6355 (8am–5pm Pacific Time) 

 

 

 

 

Q: 

I am trying to access my supplier account, but unable to. Can you help? 

A: 

You must contact Vendor Services for assistance with accessing your supplier account. You can reach them by email at vendors@fiscal.ca.gov or by phone at 1‑855‑421‑6355. They are available Monday through Friday from 8 a.m. to 5 p.m. Pacific Time. 

 

 

Q: 

I forgot my Cal eProcure username and password and need help logging in. 

A: 

If you cannot remember your Cal eProcure username or password, select Login/Register and choose the "I forgot my password" option. If resetting your password does not work, you will need to contact Cal eProcure System Support for assistance. You can reach them by phone at 1‑855‑421‑6355 or by emailing vendors@fiscal.ca.gov.  

 

 

Q: 

How do I search for BIDS in CaleProcure? 

A: 

You can search for bids in Cal eProcure by selecting Quick Links, then choosing Find Bid Opportunities (CSCR). 

 

 

Q: 

How do I log into Cal eProcure? 

A: 

You can log into Cal eProcure by selecting Login/Register from the navigation links at the top-right. If you don't already have an account, you will need to register as a "New Bidder" or "Existing Supplier".  

 

 

Q: 

Can I get a list of DVBE’s in my area? 

A: 

You can search for DVBEs in your area on the Cal eProcure website. We do not provide ad hoc reports for DVBEs or any firms, but you can look them up by going to Quick Links and selecting Find Certified Firms (SB/DVBE). 

 

 

Q: 

Where can I find bids and how do I bid? 

A: 

You can find bids and learn how to bid by accessing the Training and Resources section on Cal eProcure. Once you are certified, go to the Cal eProcure site and select the Resources tab, where you will find training such as "Learn how to access bid solicitations and place ads" and "Learn about public competitive bidding." 

 

 

Q: 

How do I reset my Cal eProcure password? 

A: 

If you are trying to reset your password because you forgot your login credentials, go to the Cal eProcure login page then try using the “I forgot my password” feature. If you need further assistance, then you can contact Cal eProcure System Support by phone at 1-855-421-6355 or by email at vendors@fiscal.ca.gov.  

 

 

Q: 

How do I upload documents to my Cal eProcure account? 

A: 

To upload documents to your Cal eProcure account, follow the steps below: 

·        Click on Manage Certifications 

·        Click on Amend Application 

·        Navigate to the Attachments page by clicking the Save and Continue button at the bottom of each page 

·        Add attachments by clicking the + button in each attachment section 

·        When finished, click Save & Exit 

 

 

Q: 

I received an email from donotreplay@fiscal.com. I wanted to check if this was real? 

A: 

Yes, the notice you received regarding your SB/DVBE certification is from the Office of Small Business and DVBE Services. Respond by the date on the notice to avoid discontinuance. 

 

 

Q: 

Where can I go to see bid opportunities? 

A: 

You may search bid opportunities by using Cal eProcure’s Event Search page.  

 

 

Q: 

I received a notice asking for supporting documents. I cannot log into my Cal eProcure account. Is there an email I can send them to? 

A: 

You’ll need to upload the documents to Cal eProcure. If you cannot get into your Cal eProcure account, first try recovering your login credentials by going to the Cal eProcure login page then try using the “I forgot my password” feature. If you need further assistance, then you can contact Cal eProcure System Support by phone at 1-855-421-6355 or by email at vendors@fiscal.ca.gov. 

 

 

Q: 

I can't find my certification on the website. 

A: 

If you need assistance with searching for your certification on Cal eProcure, you can contact the OSDS Certification team by email at certification@dgs.ca.gov. 

 

 

Q: 

How can I find my certification in Cal eProcure? 

A: 

From the Cal eProcure website, go to Quick Links and select Find Certified Firms (SB/DVBE). From there, enter in your firm's Certification ID, then click Search. If your certification is in approved status, you will see your business name profile populate below for you to view / download. If you’re still having issues, you can contact OSDS at certification@dgs.ca.gov for further assistance. 

 

 

Q: 

What are the Cal eProcure registration steps? 

A: 

From the Cal eProcure website, select the “Login/Register” option at the top right then select the appropriate registration option to register as a “New Bidder” or “Existing Supplier”. 

 

 

Q: 

What resources are available to me (SB/DVBE)? 

A: 

You can find SB and DVBE resources, including training and instructional materials, on the Cal eProcure website under “Resources”.  

 

 

Q: 

I can't upload my tax returns to Cal eProcure, can I just send it to you attached to an email? 

A: 

For security and privacy purposes, we do not recommend emailing your tax documents. It will be safer for you to upload your documentation directly to your account in Cal eProcure.  If you're having trouble uploading, contact certification@dgs.ca.gov for additional assistance. 

 

 

Q: 

What's the best way to find bidding opportunities? 

A: 

The best way to find bidding opportunities is to register on Cal eProcure and select the service categories that match your business. You can then track solicitations through the California State Contracts Register (CSCR) and set up custom alerts. You may also explore department‑specific searches, such as DGS or Caltrans. Some businesses also add paid platforms like BidNet Direct for broader coverage. Cal eProcure also provides educational materials, including SCM and Cal PCA resources, to help strengthen your bidding capabilities. 

 

 

Q: 

How can I find contract opportunities? 

A: 

You can find contract opportunities by visiting Cal eProcure. Go to Quick Links and select Find Bid Opportunities. If you need additional help finding contract opportunities, you can schedule a one‑on‑one session with our outreach department and select “Find Contract Opportunities”. Our outreach team also offers free workshops that may be helpful to you. For a listing of events, visit Cal eProcure’s Event Search page. 

 

 

Q: 

Can I be a profit and non-profit? 

A: 

Non-profit organization are not eligible for small business certification because the applicant business must be a for-profit business and owned by one or more individuals and/or businesses. 

 

 

Q: 

Do all officers have to be domiciled in California for a Corporation or LLC? 

A: 

Yes, all officers must be domiciled in California. 

 

 

Q: 

What is the Tax Identification Number Verification document? 

A: 

The Tax Identification Number Verification document is an IRS letter assigning or verifying a firm's Tax Identification Number (TIN) or Employer Identification Number (EIN). Sole proprietorships using a Social Security Number (SSN) may use a copy of the Social Security Card. 

 

 

Q: 

Is a Nonprofit Veteran Service Agency (NVSA) required to provide all these services for low-income veterans, disabled veterans, or homeless veterans and their families: housing, substance abuse services, case management, and employment training services? 

A: 

Yes - All of these services must be provided to low-income veterans, disabled veterans, or homeless veterans and their families. 

 

 

Q: 

Do Nonprofit organizations recognized by the Office of Small Business and DVBE Services (OSDS) receive contracting benefits, like bid preferences? 

A: 

No. Recognized Nonprofit organizations only receive prompt payment benefits. 

 

 

Q: 

Can a nonprofit organization be certified as a small business? 

A: 

No. Only a for-profit entity can be certified as a small business. 

 

 

Q: 

Can a nonprofit organization be certified as a DVBE? 

A: 

No, only for-profit entities can be certified as a DVBE. 

 

 

Q: 

My tax payer ID number (FEIN, TIN) has changed; does that matter? 

A: 

Yes, it does matter.  You may need to reapply. 

 

 

Q: 

If I haven’t filed last year’s taxes, can I still apply? 

A: 

Yes, you are required to provide 3 years of tax returns or less if your business has not be in operation. If current year is not due yet due to IRS deadline then provide prior 3 years if after IRS deadline provide extension. 

 

 

Q: 

Do you offer a veteran certification that doesn’t require you to be a disabled veteran? 

A: 

No, we don't offer that type of certification. 

 

 

Q: 

Why does the LLC business structure for DVBE’s have to have 100% unconditional ownership while a corporation only requires 51% DVBE ownership? 

A: 

Effective 1/1/2004, Per Public Contract Code, Section 10115.9, DVBE certification requires limited liability companies to be wholly owned by one or more disabled veterans. 

 

 

Q: 

Do you offer a certification for Non-Profit businesses? 

A: 

No, we only certify for-profit businesses. 

 

 

Q: 

Can I be SB certified if I am outside of CA but I am incorporated with CA SOS? 

A: 

No. All firms who want to be SB Certified must meet the Small Business (SB) Certification Eligibility Requirements. This includes Principal office must be located in California and owners (officers, if a corporation) must be domiciled in California. 

 

 

Q: 

How does reliance on non-DVBE-owned or operated equipment impact the DVBE participation credit or commitment amount?   

A: 

Using non-DVBE-owned or operated equipment does not directly affect DVBE credit or commitment. However, DVBE participation is based on the total contract value. If non-DVBE services increase the contract amount beyond the 3% threshold, it may lower the DVBE participation percentage. Bidders must ensure the DVBE  performs a Commercially Useful Function (CUF). 

 

 

Q: 

Does a nonprofit status affect bid preferences? 

A: 

Nonprofit status does not inherently affect bid preferences. 

 

 

Q: 

What indicators suggest a nonprofit is being used to bypass competitive procurement bids? 

A: 

A nonprofit may be viewed as bypassing competitive procurement when it lacks independent control, performs minimal substantive work, or primarily serves as a conduit for a for-profit firm. 

 

 

Q: 

How does NVSA evaluate risk when Primes repeatedly request substitutions?  

A: 

Frequent or poorly justified substitutions may indicate a risk of underutilization, trigger additional monitoring, or require escalation to ensure program goals are met. 

 

 

Q: 

If a Small Business loses eligibility but remains on an active multi-year contract, what happens?  

A: 

If an SB loses eligibility during a multi-year contract, the contract continues, but only work performed while eligible counts toward SB participation credit. 

 

 

Q: 

If a DVBE subcontracts a portion of its work to a non-DVBE, does it still receive full participation credit? 

A: 

DVBE credit is limited to the work the DVBE performs; subcontracted work by non-DVBEs typically does not count and may affect CUF compliance. For more information, please refer to our web page on Commercially Useful Function for Certified Firms. 

 

 

Q: 

How does affiliation with another business affect my GAR calculation? 

A: 

Yes, affiliation with another business will affect your GAR calculation.  

 

 

Q: 

How does OSDS evaluate DVBE participation in professional or consulting services where labor is intangible?  

A: 

OSDS evaluates DVBE participation based on whether the DVBE performs a Commercially Useful Function (CUF). For more information, please refer to our web page on Commercially Useful Function for Certified Firms. 

 

 

 

Q: 

Can a nonprofit compete against for-profit firms under the same solicitation? 

A: 

Yes, as long as the solicitation is not considered an "unrelated business activity." 

 

 

Q: 

I’m required to upload my tax return, but I haven’t received it yet. What should I do? 

A: 

For more advice, please contact us at certification@dgs.ca.gov for assistance. 

 

 

Q: 

It's asking me to upload last years tax returns but I haven't filed my tax return yet 

A: 

In the Taxes tab of the online application, click on the "GARS Not Available" button (above the most recent tax field) to adjust to the prior 3 years. 

 

 

Q: 

It says my Tax Identification Number (TIN) is already in the system 

A: 

This means your Tax Identification Number (TIN) is linked to an existing record in Cal eProcure.  
Contact OSDS at 1-855-421-6355 or email at certification@dgs.ca.gov for assistance. 

 

 

Q: 

We are a prime contractor with two DVBE subcontractors.  One has gone out of business.  We have the proper license to complete the job - can we continue where they left off?   

A: 

No.  That would present an illegal substitution violation.  The proper procedure would be to submit a DVBE substitution request with the contracting agency, who will also request for approval with OSDS. 

 

 

Q: 

What documents do I need to submit for my application if I had just started my business and don't have any tax returns yet? 

A: 

If you recently started your business and do not yet have tax returns, OSDS will require documents like your corporation filings, Statement of Information, CSLB license, reseller's permit, affiliate information, and an Affidavit of Income if applicable. 

 

 

Q: 

Will my firm be able to do business with the state when our firm makes more than the GARs limit? 

A: 

Your firm can still do business with the State of California even if it exceeds the GAR limit. However, it will lose its SB/DVBE certification and the benefits that come with it. This means your firm will no longer receive bid preferences, will no longer qualify for SB/DVBE‑only contracting opportunities, and will not appear in the State's certified firm database used by buyers to find vendors. 

 

 

Q: 

What do I do if the application is asking for this year's taxes, but I have not filed yet? 

A: 

In the "Taxes" tab for the current year, click on "GARS Not Available". Then wait for the screen to refresh and it will revert back to the prior 3 years. 

 

 

Q: 

What do I do if I do not have my FEIN verification letter from the IRS? 

A: 

Contact the IRS for a copy of your FEIN verification letter. You can find their contact information and additional details on IRS’s page on Employer Identification Numbers. 

 

 

Q: 

I read requirements for DVBE. However, what if the firm is owned by a trust? What are the requirements for that trust? 

A: 

Unfortunately, we cannot provide specific information regarding how a trust is formed. However, it is recommended that you apply for the certification and provide the supporting documents for the trust so that it can be reviewed thoroughly. Please review the eligibility requirements again for DVBE certification. 

 

 

Q: 

How do I sell to the state and get added to the list? 

A: 

To sell to the state, first create a profile by registering on Cal eProcure. Once registration is complete, you can search for open solicitations or contact Outreach for additional resources on pursuing contract opportunities with the state. Visit the DGS SB/DVBE Resources page for additional guidance and tools for selling to the state. 

 

 

Q: 

My other company is not being used. Why do I need tax returns? 

A: 

For Small Businesses, the average annual gross receipts cannot exceed nineteen million dollars ($19,000,000) over the previous three (3) tax years for your firm and any affiliates. For Small Businesses for The Purpose of Public Works, the average annual gross receipts cannot exceed forty-six million dollars ($46,000,000) over the previous three (3) tax years for your firm and any affiliates. 

 

 

Q: 

What is the GARS cap for Small Businesses (SB) and Small Business for the Purpose of Public Works (SBPW)? 

A: 

For Small Businesses, Average annual gross receipts of nineteen million dollars ($19,000,000) or less over the previous three (3) tax years. For Small Businesses for The Purpose of Public Works, Average annual gross receipts of forty-six million dollars ($46,000,000) or less over the previous three (3) tax years. 

 

 

Q: 

Is there a GARS or employee cap for DVBE’s? 

A: 

No, there are no GARS or employee cap for DVBE’s. 

 

 

Q: 

What is the difference between Small Business (SB) certification and Small Business for the Purpose of Public Works (SB-PW) certification? 

A: 

The Small Business (SB) certification can be used on all types of contracts including public works contracts and projects. Maximum employee count is 100 (including affiliates) and Maximum Average Gross Annual Receipts (GARs) over the last three tax years is $19 million (including affiliates). 
 
Small Business for the Purpose of Public Works (SB-PW) certification can be used on public works contracts and projects. Maximum employee count is 200 (including affiliates) and Maximum Average Gross Annual Receipts (GARs) over the last three tax years is $46 million (including affiliates). 

 

 

Q: 

I can't find any UNSPSC Codes that fit my business? 

A: 

You can find your UNSPSC codes by using the DGS UNSPSC Search Dashboard and searching for keywords that describe your product or service. 

 

 

Q: 

What UNSPSC classifications should I add to my profile? 

A: 

United Nations Standard Products and Services Code (UNSPSC) classifications are used on each contract put out by a procurement buyer to describe the products, services, or goods needed for that contract. UNSPSC classifications should support the applicant firm's products and services they can offer in a contract. These classifications also help primes and buyers locate certified firms for bidding opportunities. For more information, visit our United Nations Standard Products and Services Code (UNSPSC) website. 

 

You can also use our DGS UNSPSC Search Dashboard to find the classifications that best align with your business. 

 

 

Q: 

How do I add UNSPSC codes to my bidder profile? 

A: 

Log into Cal eProcure then select Manage Notifications in your work center. 

 

 

Q: 

How do I add UNSPSC codes to my certification? 

A: 

To update UNSPSC codes for an approved certification: login to your work center at Cal eProcure, select Manage Certification, and then Amend application. If the certification is not in approved status, you will first need to complete the Certification Information Change form. 

 

 

Q: 

How do I find my UNSPSC Codes? 

A: 

You can find your UNSPSC codes by using the DGS UNSPSC Search Dashboard and searching for keywords that describe your product or service. 

 

 

Q: 

How do I get information on USPSC codes? 

A: 

You can get information about UNSPSC codes by visiting the DGS Procurement Division’s UNSPSC resource page. This page explains what UNSPSC codes are and provides links to search tools and guidance. 

 

 

Q: 

Suggestions for working with state buyers? 

A: 

To pursue contract opportunities with the State of California, you can search for a Small Business (SB) and Disabled Veteran Business Enterprise (DVBE) Advocate who can assist you. To find an advocate search the SB/DVBE Advocate Directory. 

 

 

Q: 

I have a K-9 training business, who can I contact for bid opportunities? 

A: 

You can find specific advocates for the type of business that you have in the SB/DVBE Advocate Directory. 

 

 

Q: 

I received a notice telling me to submit affiliate taxes. I don't think my other businesses count as affiliates because they are in different industries. Do I have to submit my affiliate information? 

A: 

Affiliate information is required to determine whether the applicant meets program standards. Please review the Affiliate FAQ for guidance on what constitutes an affiliation. 

 

 

Q: 

Why do I need to disclose my business affiliations? 

A: 

Disclosing your business affiliations is required to accurately determine your total income and employee count. This information helps ensure proper classification and compliance with program or regulatory requirements. 

 

 

Q: 

What Keywords should I add to my profile? 

A: 

Use simple one word Keywords to help procurement buyers and Prime vendors find your business. These keywords should best describe the services and/or products the applicant firm provides. 

 

If you’d like a more detailed tutorial, please watch our “Online Application Instructions video”. 

 

 

Q: 

What do I do if my business structure changed? 

A: 

Please contact the OSDS Certification team for assistance with your change. You can reach them by email at certification@dgs.ca.gov or by phone, Monday-Friday 8am-5pm PDT at 916-375-4940. 

 

 

Q: 

How do I update my contact information? 

A: 

To update contact information for an approved certification: While logged into 

your Cal eProcure work Center: select Manage Certification, and then Amend  

application. If the certification is not in approved status, complete the  

Certification Information Change form.  

 

To update Cal eProcure contact information unrelated to your certification, contact Cal eProcure System Support by email at vendors@fiscal.ca.gov, or by phone (Toll Free): 1-855-421-6355 (Monday-Friday 9am-5pm PDT). 

 

 

Q: 

How can I change my Bidder information? 

A: 

To change your bidder information: log into your Work Center at Cal eProcure then select "Edit Bidder Information". 

 

 

Q: 

A person's name, who is no longer with the company, is showing on my account 

A: 

Please contact the OSDS Certification team for assistance with your change. You can reach them by email at certification@dgs.ca.gov or by phone, Monday-Friday 8am-5pm PDT at 916-375-4940. 

 

 

Q: 

How can I change the name on the account 

A: 

Please contact the OSDS Certification team for assistance with your change. You can reach them by email at certification@dgs.ca.gov or by phone, Monday-Friday 8am-5pm PDT at 916-375-4940. 

 

 

Q: 

How to change from SSN to EIN with same Legal Business Name? 

A: 

Please contact the OSDS Certification team for assistance with your change. You can reach them by email at certification@dgs.ca.gov or by phone, Monday-Friday 8am-5pm PDT at 916-375-4940. 

 

 

Q: 

How do I Update my Contact Information? 

A: 

To update your account information, please log in to Cal eProcure. Once logged in, select Manage Certification(s) and then choose Amend Application. From there, you can update your phone numbers, email address, and add a website address. 

 

 

Q: 

What is the status update on my application? 

A: 

The Certification Help Desk can assist you with a status update on your application. Please contact them by email at Certification@dgs.ca.gov. 

 

 

Q: 

Who can I ask help with uploading documents? 

A: 

The Certification Help Desk can assist you with uploading documents. Please contact them by email at Certification@dgs.ca.gov. 

 

 

Q: 

Now that I am certified, what are my next steps? 

A: 

Now that you are certified, you can schedule a consultation meeting with our Outreach Division to learn about your next steps. You can book a meeting through the Office of Small Business and DVBE Services Booking site. 

 

 

Q: 

Does it cost anything to get certified? 

A: 

No, this is a free program. 

 

 

Q: 

I had a compliance issue before you once, could you please rush our recertification because we have an RFP. 

A: 

To find out if expediting your certification is possible, please contact OSDS certification by email at certification@dgs.ca.gov. 

 

 

Q: 

Where can I obtain a certificate showing that I am certified? 

A: 

You can obtain your certificate by logging into your Cal eProcure account. Please visit Cal eProcure and follow the “Login/Register” link that is located near the top of the page. 

 

 

Q: 

Can you help me resolve problem that is preventing me from completing my application? 

A: 

If you are unable to complete your application, please contact the OSDS Certification team for assistance. You can reach them by email at certification@dgs.ca.gov. 

 

 

Q: 

I’m having problems uploading documents. Can you help? 

A: 

If you are having problems uploading documents, please contact the OSDS Certification team for assistance. You can reach them by email at certification@dgs.ca.gov. 

 

 

Q: 

My firm has an out of state owner that owns a minority share of our company can we become certified? 

A: 

Unfortunately, I am unable to provide advice regarding specific applicant scenarios as cases will need to be thoroughly reviewed before a decision can be made on certification eligibility. 

 

I would recommend reviewing the California Code of Regulations guidelines for 

Eligibility for Certification as a Small Business to see if your business meets the  

certification criteria.If you believe you’ll meet the requirements, you will then want to  

submit an application so your specific cased can be reviewed thoroughly by the OSDS  

Certification team. 

 

 

Q: 

Can you give me assistance with completing the application? 

A: 

If you are having issues completing your application and need assistance, we recommend scheduling a virtual consultation with our Outreach team. You can book a consultation through the Office of Small Business and DVBE Services Booking site. 

 

 

Q: 

I was just approved for Certification but I'm not sure where to go from here to get a contract? 

A: 

If you were recently approved for certification and need guidance on how to move forward to pursue contracting opportunities, we recommend scheduling a virtual consultation through the Office of Small Business and DVBE Services Booking site. 

 

 

Q: 

I'm a Non Profit and I'd like to apply for SB/DVBE Certification. 

A: 

Non-profit organization are not eligible for small business certification because the  

applicant business must be a for-profit business and owned by one or more individuals and/or businesses. 

 

Non-profit organizations are not eligible for DVBE certification because the applicant  

business must be at least 51%owned by one or more disabled veterans. 

 

For more information about what benefits are afforded to non-profit organizations, please refer to the following document on the Nonprofit Recognition Eligibility Requirements & Benefits site.  

 

 

Q: 

How do I renew my SB, DVBE, NP, NVSA certification? 

A: 

You can renew your SB, DVBE, NP, or NVSA certification by logging into your Cal eProcure account. Once you are logged in, scroll down to select "Manage Certification", then choose "Re‑apply with Current Information". 

 

 

Q: 

How long is my SB, DVBE, NP, NVSA certification good for? 

A: 

Certifications are good for up to 2 years. 

 

 

Q: 

Where can I get information regarding federal SB certifications? 

A: 

Information about federal small business certifications can be found through SAM.gov, the federal government’s official vendor registration and contracting portal. Vendors must register in SAM to be eligible for federal contracting opportunities.  

 

 

Q: 

Is my Federal SB certification good for the state SB certification? 

A: 

No, you would need a California Small Business Certification. To apply for the California SB certification, you must register as a bidder in Cal eProcure and submit a state certification application. 

 

 

Q: 

What does OSDS consider “affiliated”?  My firms have nothing to do with each other. 

A: 

Affiliation refers to a relationship of direct or indirect control or shared interests between the applicant firm, its owners/officers/members/managers/partners and another business regardless of the industry type of the applicant firm.  For detailed information about affiliates, please refer to FAQs on the Affiliate Information Form. 

 

 

Q: 

I am the qualifying DV.  I am not required to file FTRs per the IRS.  Why are you asking for them? 

A: 

To be eligible for DVBE certification, you must have filed Federal Tax Returns. For more details on eligibility requirements, please refer to Cal. Code Regs. Tit. 2, § 1896.81 - Eligibility for DVBE Certification (LINK UPDATE NEEDED). 

 

 

Q: 

Why do I want a SB/DVBE certification?  What are the benefits? 

A: 

As a certified SB and DVBE, you are eligible for the State's SB and DVBE Participation Programs. This program sets a goal for the use of SBs in at least 25 percent and DVBEs in at least 3 percent of the State's overall annual contract dollars. 

 

 

Q: 

Do you have any training that will help me understand how to apply for certification? 

A: 

You can find helpful information and resources on how to apply for certification on the DGS OSDS website. 

 

 

Q: 

How long will it take for my certification application to be reviewed, and determination made? 

A: 

Once your application is assigned to a Certification Officer, the initial review can take up to 48 hours. Depending on the applicant firm's cooperation and attention to responses, the review can take up to 30 days to make a determination. You may contact our office at certification@dgs.ca.gov for updates on the status of your review. 

 

 

Q: 

Does this certification work on federal contracts? 

A: 

"No, there is no reciprocity between state and federal certification programs. For more  

information, you may contact an Outreach Liaison or an SB/DVBE Advocate for guidance: 

 

Business Outreach: BusinessOutreach@dgs.ca.gov  

 

Strategic Partnerships: StrategicPartner@dgs.ca.gov  

 

Small Business Advisory Council: DGSSBCouncil@dgs.ca.gov  

 

SB/DVBE Training Unit: SBDVBETraining@dgs.ca.gov  

 

State Advocacy Support: Advocate@dgs.ca.gov" 

 

 

Q: 

I am trying to get through the application, and I am stuck on (select your tab, have had questions/issues on all tabs of app and bidder registration). 

A: 

Please contact the Office of Small Business and Disabled Veteran Business Enterprise Services (OSDS) for assistance. You can reach the Certification Office at Certification@dgs.ca.gov or by calling 916‑375‑4940, Monday through Friday, 8 AM to 5 PM PST. 

 

 

Q: 

How do I withdraw my certification? 

A: 

To withdraw or terminate your certification, you will need to complete the Certification Information Change Form, including Section 7. Please contact the Certification Office to request the form or for assistance completing it. You can reach them at Certification@dgs.ca.gov. 

 

 

Q: 

How do I change the business name on my certification? 

A: 

To change the business name on your certification, please contact the Office of Small Business and Disabled Veteran Business Enterprise Services (OSDS). You can reach the Certification Office at Certification@dgs.ca.gov or by calling 916‑375‑4940. 

 

 

Q: 

How do I apply for minority owned business certification? 

A: 

OSDS does not offer minority owned business certification. 

 

 

Q: 

How do I apply for woman owned business certification? 

A: 

OSDS does not offer woman owned business certification. 

 

 

Q: 

Can a construction business be certified as a Nonprofit Veteran Service Agency (NVSA)? 

A: 

No. Only nonprofit service providers and manufacturers are eligible to apply for NVSA certification. For more information, see the NVSA Eligibility Requirements. 

 

 

Q: 

My application is in Incomplete status. What does Incomplete status mean? 

A: 

Incomplete status means: the applicant is in the process of completing an application and has not submitted it. 

 

 

Q: 

My application is in Waiting for Review status. What does Waiting for Review status mean? 

A: 

Waiting for Review status means: the application has been submitted and is in the queue for processing by a Certification Officer. 

 

 

Q: 

My application is in Under Review status. What does Under Review status mean? 

A: 

Under Review status means that the application is assigned to a Certification Officer and is being reviewed to ensure program eligibility requirements are met. 

 

 

Q: 

My application is in Deficiency status. What does Deficiency status mean? 

A: 

Deficiency status means the application was reviewed by a Certification Officer and a request was sent to the applicant for additional supporting documentation before a decision can made. 

 

 

Q: 

I currently have a DVBE certification; how can I add an SB and an SBPW Certifications? 

A: 

To add SB or SBPW certifications to your existing DVBE certification, log in to your Cal eProcure account. Once you are logged in, go to "Manage Certification", select the certification type you want to add, complete the eligibility questions, and follow the prompts. 

 

 

Q: 

We have had an ownership change/sale...does that affect our Certification. 

A: 

If your firm has had an ownership change or sale, you are required to notify DGS immediately. Let us know, so we can review your application and let you know what updates or changes are needed to maintain your certification. Please contact the Certification Office by email at Certification@dgs.ca.gov or by phone at 916‑375‑4940 for assistance. 

 

 

Q: 

Why was I discontinued; I have three contracts going? 

A: 

The Office of Small Business and DVBE Services (OSDS) performs periodic certification compliance reviews. The review determines whether a firm remains eligible for certification. To discuss further with someone from our compliance team, please contact us at SB.DVBECompliance@dgs.ca.gov. 

 

 

Q: 

Is there a cost associated with applying to get certified? 

A: 

There is no cost to get certified 

 

 

Q: 

When is the next GARS limit increase for SB certification? 

A: 

Unfortunately, we don't have any information about when the next time the GARS limit will be increased. 

 

 

Q: 

How can I get a copy of my certificate? 

A: 

You can obtain a copy of your certification certificate through Cal eProcure. From the homepage, go to "Quick Links", select "Find Certified Firms (SB/DVBE)", then enter your business name or Certification ID and click "Search". 

 

 

Q: 

How can I update my profile from my SSN to my FEIN it grayed out? 

A: 

To update your profile from an SSN to an FEIN, please send an email request to the Certification Office so they can make the correction for you. You can contact them at Certification@dgs.ca.gov. 

 

 

Q: 

I cannot upload documents to my application. What do I do? 

A: 

If you are unable to upload documents to your application, please contact the Office of Small Business and Disabled Veteran Business Enterprise Services (OSDS) for assistance. They can help troubleshoot your application and resolve upload issues. 

 
Office of Small Business & Disabled Veteran Business Enterprise Services (OSDS) Email: Certification@dgs.ca.gov   
Phone: (916) 375‑4940  
Hours: Monday–Friday, 8:00 AM–5:00 PM (Pacific Time). 

 

 

Q: 

I received an email, how do I renew my SBA certification? 

A: 

SBA certification is a federal program and is not connected to the State of California's SB or DVBE certification. To renew your SBA certification, you will need to work directly with the U.S. Small Business Administration. For more information visit the SBA Certification Portal. 

 

 

Q: 

How do I become DBE certified? 

A: 

DBE certification is a Caltrans program and is not part of the State of California's SB or DVBE certification offered through DGS. To apply for DBE certification, you will need to work directly with Caltrans through their DBE certification portal. 

 

 

Q: 

How do I complete my recertification application? 

A: 

To complete your recertification application, go to the Cal eProcure website and select Login/Register. Once you are logged in, select Manage Certification, and then choose Apply for Certification. 

 

 

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