SBCX OPDIV User Guide

Modified on Thu, 14 Aug at 6:11 PM

What You’ll Learn

This article guides Operating Division (OPDIV) users through the Small Business Customer Experience (SBCX) platform. After reading you will understand:

What SBCX is and how it integrates small business functions across HHS.
How user roles and permissions work for OPDIVs, contractors, OSDBU, and SBA.
How to use the Small Business Directory: search, save, and export results.
How to manage users in SBCX: status updates, availability, and role assignments.
How to access and interpret SBCX reports (role-specific).
How to navigate Forecast Opportunities, Small Business Reviews, and Subcontracting Plan requests.

Whether you’re new to SBCX or need a refresher, this guide gives you the essentials to manage small business functions in your OPDIV.

TABLE OF CONTENTS

1. Introducing SBCX

2. Role permissions in SBCX

3. Small Business Directory

4. SBCX Administration

User Details
Availability / On Leave
Forecast Opportunities
Small Business Reviews

5. SBCX Reports

1. Introducing SBCX

SBCX is a single, integrated small-business solution that brings HHS OSDBU systems together in one platform. Key points:

Single sign-on for small business workflows (forecasting, Small Business 653 Reviews, etc.).
Your SBCX dashboard is personalized after registration and activation (see Starting SBCX).
If you believe you should see additional permissions or features, contact OSDBU at sbmail@hhs.gov.
Some sections described here may not appear if you don’t have the required permissions.

Figure 1. SBCX options for government users.

2. Role permissions in SBCX

SBCX assigns permissions by role. Below is a short, role-by-role summary:

Anonymous users
- Unregistered or logged-out users. View-only access to public information.
Industry contractors
- Two roles: Business user and Business Admin User.
- Business Admin User = SAM-authorized Government Business POC.
Operating Divisions (OPDIVs)
- Roles include Contract Specialist (CS), Contracting Officer (CO), Program Official (PO), Head of Contracting Activity (HCA), and Deputy Head of Contracting Activity (DHCA).
Small Business Administration (SBA)
- SBA PCR (Procurement Center Representative). No access to User Administration.
OSDBU
- Roles include Small Business Specialist (SBS), OSDBU Admin, OSDBU Director (OSDBUD), and OSDBU Deputy Director (OSDBUDD).

3. Small Business Directory

Use the directory to find and export small business data.

Search by keyword, NAICS, company name, UEI, or small business categories.
Results show detailed company information and update with the latest directory data every login.
If you’re signed in, you can save searches, name them, and export results to Excel. Saved searches appear under Saved Searches.
Non-government users see only public information.
Registered vendors may create company profiles and add marketing data (see SBCX for Industry).

Figure 2. Directory search results (Boolean logic).

Common small business categories include (but are not limited to):

VOSB — Veteran-Owned Small Business
SDVOSB — Service-Disabled Veteran-Owned Small Business
WOSB — Women-Owned Small Business
SDB — Small & Disadvantaged Business
HUBZone
8(a) Small Business
Minority-owned subcategories (Native American, American Indian, Tribally Owned, Native Hawaiian, Alaskan Native Corporation) — included for IHS

4. SBCX Administration

HCA and DHCA have access to User Administration for OPDIVs they registered (Admin → Government Users).

Click a row to open a user’s details and manage that user.
You can update: login status, availability, Forecast Opportunity access, and user role.
Use toggle switches to change permissions and availability quickly.

Figure 3. Administration (note: not available to all users).

OPDIV HCA/DHCA can assign/manage these roles:

Contract Specialist (CS)
Contracting Officer (CO)
Program Official (PO)
Deputy Head of Contracting Activity (DHCA)
(IHS only) Small Business Technical Advisor (SBTA)

User Details

When editing a user, choose Update User to save changes. Status definitions:

Initial — System generated after registration; requires approver activation.
Active — User has been activated by an approving administrator.
Archived — User should no longer have access.
Disabled — System suspension after repeated failed logins.

Note: OSDBU Administrators can set status to Active and use Reset Password in Credential Management so users can sign in and set their own passwords.

Availability / On Leave

Each user maintains their own availability under My Account / Profile → Update Availability.

Availability affects workflows that route through multiple approvers or reviewers.
If a user fails to update availability, administrators can set:
- Available or
- Not available / On leave

Forecast Opportunities (See Forecast Opportunities)

Forecast Opportunity permissions are role-based:

Contract Specialist (CS) — May be Approved / NOT approved to create Forecast Opportunities (permission managed by HCA/DHCA).
HCA / DHCA — When managing a CS, they can also set Allowed / NOT allowed to publish Forecast Opportunities.
Other OPDIV users — May be set Allowed / NOT allowed to create, edit, and publish Forecast Opportunities depending on their role.

Small Business Reviews (See Small Business Reviews)

Access to Small Business Reviews is authorized only by OSDBU roles.
A user’s User Role may include OPDIV or OSDBU roles as permitted — users cannot assign roles higher than their own permission level.

5. SBCX Reports

Reports are redesigned to communicate key information quickly. Available reports depend on your role.

Visible to CS, CO, PO, SBTA, and SBA PCR:

Total Businesses Registered
Businesses with Registered Users
Businesses with NO Registered Users
Small Business Directory Registrations

Visible to HCA / DHCA (in addition to the above):

Reviews in Progress
Reviews Completed
Forecast Opportunities Published
Small Business Reviews Assigned for their OPDIV
Total Users for their OPDIV

Need help?

If you're having trouble or don’t see what you need:

Submit a help desk ticket or email us at: client.support@apexlogic.com