2014 San Antonio Regional Veterans Business Summit Vetbiz

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 Sign 0877 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 • • •

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/ Seek potential opportunities before they are issued as solicitations: https: //www. vendorportal. ecms. va. gov/e. VP/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/nco 17. asp.

Building the Texas Economy One Business At a Time UTSA SBDC Procurement Technical Assistance Center utsa. edu (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.