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2014 San Antonio Regional Veterans Business Summit Vetbiz CVE Certification Process

Learn about the CVE certification process for SDVOSBs and VOSBs at the San Antonio Regional Veterans Business Summit presented by Curtis Graham Mohler. Discover the key elements of CVE verification and how it benefits veteran-owned businesses seeking VA contracts. Gain insights into the procedures, requirements, and steps involved in the certification process. Explore opportunities for government contracting with the VA and access valuable resources provided by the UTSA SBDC Procurement Technical Assistance Center.

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2014 San Antonio Regional Veterans Business Summit Vetbiz CVE Certification Process

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  1. 2014 San Antonio Regional Veterans Business Summit Vetbiz CVE Certification Process Presented by: Curtis Graham Mohler Senior Business Development Specialist UTSA, SBDC-PTAC, San Antonio Texas 210-458-3252curtis.mohler@utsa.edu Procurement Technical Assistance Center http://www.ptac.txsbdc.org

  2. 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)

  3. 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). 

  4. Director of the Center for Verification and Evaluation (CVE) • Director of Center for Veterans Enterprise verifies Veteran-owned 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 

  5. Four Elements of (CVE) Verification • Ownership • Control • Eligibility • Verified

  6. Standard Verification Requirements (CVE) Basics • Ownership must be direct • Ownership unconditional • Highest Compensation • Highest Officer • Majority Stock Holder

  7. 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%

  8. Operational Processes (CVE) Sample LLC • Licenses • Resume • Taxes • Payroll • Signature Card

  9. Operational Processes (CVE) Sample LLC • Contracts • Management agreements • Operating Agreement • Shareholder Agreement • Formation documents

  10. Operational Processes (CVE) Sample LLC • Minutes • By Laws • Articles of Incorporation • Stock • Mentor Protégé Program

  11. 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

  12. 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

  13. 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

  14. 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 thematerial on our websitefirst, to review what we buy and how we buy it. http://www.heartoftexas.va.gov/Contracting/nco17.asp.

  15. Building the Texas EconomyOne 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.

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