2014 San Antonio Regional Veterans
Business Summit
Vetbiz CVE Certification Process
Procurement Technical Assistance Center
http://www.ptac.txsbdc.org
Presented by: Curtis Graham Mohler
Senior Business Development Specialist
UTSA, SBDC-PTAC, San Antonio Texas
210-458-3252
curtis.mohler@utsa.edu
Curtis Graham Mohler
Experience
Twenty year Navy Service Disabled Veteran who has served in
several management capacities. Previously served five years as a
Senior Defense Management Consultant, Director of Business
Development & Operations-US West--responsible for managing
and implementing the (Saber-Diamond Business Plan)
Office of Small Disadvantaged Business
Utilization
• SDVOSBs and VOSBs who want to participate in the VA’s
Veterans First Contracting Program must be verified by CVE in
order to be eligible for VA contract set-asides.
• Center for Verification and Evaluation (CVE) efforts to verify
Service-Disabled Veteran-Owned Businesses (SDVOSBs) and
Veteran-Owned Small Businesses (VOSBs).
Director of the Center for Verification and
Evaluation (CVE)
• Director of Center for Veterans Enterprise verifies Veteranowned and service-disabled Veteran-owned small businesses
for inclusion in the Vetbiz database.
• Companies granted approval into the database are offered
preferential access to VA government contracts and set-aside
funds.
• Visit website: http://www.vetbiz.gov
Four Elements of (CVE) Verification
•
•
•
•
Ownership
Control
Eligibility
Verified
Standard Verification Requirements (CVE)
Basics
•
•
•
•
•
Ownership must be direct
Ownership unconditional
Highest Compensation
Highest Officer
Majority Stock Holder
Standard Verification Requirements (CVE)
Basics
•
•
•
•
•
Control of (day to day) strategic operations
Highest Salary
Managerial Experience
Ability to “hire and fire”
Structural percentage of at leaset 51%
Operational Processes (CVE) Sample LLC
•
•
•
•
•
Licenses
Resume
Taxes
Payroll
Signature Card
Operational Processes (CVE) Sample LLC
•
•
•
•
•
Contracts
Management agreements
Operating Agreement
Shareholder Agreement
Formation documents
Operational Processes (CVE) Sample LLC
•
•
•
•
•
Minutes
By Laws
Articles of Incorporation
Stock
Mentor Protégé Program
Owner Verification Processes (CVE)
•
•
•
•
•
•
•
Owner-Meet with Verification Counselor
Pass Verification Assessment Tool
Complete (VIP) application
Create user account
Sign0877
Spousal Community Property Letter
Upload documents
CVE Verification Processes (CVE)
•
•
•
•
•
Initiation: Review application-documents for completeness
Examination: Cross reference-make recommendations
Evaluation: Legal review-recommendations
Determination: Approval-Denial-Letter of Determination
Reconsideration: Re-review application and previous denial
letter
• Final Determination: Approve-Denies w/reasons
CVE Verification Processes (CVE)
•
•
•
•
•
Initiation: Review application-documents for completeness
Examination: Cross reference-make recommendations
Evaluation: Legal review-recommendations
Determination: Approval-Denial-Letter of Determination
Reconsideration: Re-review application and previous denial
letter
• Final Determination: Approve-Denies w/reasons
Doing Business with the VA & Opportunity
Government
Contracting
Links
• Find current
VISN 17 contract opportunities:
www.fbo.gov
or
•
•
•
•
•
•
Find current VISN 17 contract opportunities: www.fbo.gov or
https://www.ebuy.gsa.gov/
https://www.ebuy.gsa.gov/
Seek potential opportunities before they are issued as solicitations:
https://www.vendorportal.ecms.va.gov/eVP/fco/FCO.aspx
Locate additional opportunities: http://www.va.gov/osdbu/library/links.asp
My upcoming vendor fairs & community events are listed here, along with other
VISNs: http://www.va.gov/osdbu/library/events.asp
Not sure if VA needs the products or services you provide? Please read the
material on our website first, to review what we buy and how we buy it.
http://www.heartoftexas.va.gov/Contracting/nco17.asp.
Building the Texas Economy
One Business At a Time
UTSA SBDC Procurement Technical
Assistance Center
www.ptac.txsbdc.org
(210) 458-2458
Each program within the Institute is funded through various state and federal programs, and respective
service areas differ according to that particular program's mission.