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Agenda 
 Veteran Business Landscape 
 Veteran Small Business Certification Programs 
 Agency Service-Disabled Veteran-Owned Small Business Goals 
 Qualification and Eligibility 
 Veteran Contracting Advantages 
 FY 2014 Agency Set Aside Spend Data and Analysis 
3
Veteran Business Landscape 
 Veteran-Owned Small Business (VOSB) and Service-Disabled Veteran-Owned 
(SDVOSB) firms represent a unique and important force within the American 
economy 
 Veterans own approximately 2.5 million small businesses or 9% of all small 
firms in the U.S. 
 200,000 Veteran-Owned firms are owned by service-connected disabled Veterans 
 1 out of 6 Veterans starts a business 
 VOSB and SDVOSB are the only socio economic statuses that are earned 
4
Veteran and SDVOSB Small Business 
Certification Programs 
 Two programs are available: 
 Self-certifying program (for most agency requirements) 
 Center for Veterans Enterprise (CVE) certifying program (only applies for 
Department of Veterans Affairs [VA] procurements) 
 Once eligibility is established, SDVOSBs and VOSBs are eligible to bid on 
SDVOSB and VOSB set aside contracts 
 The VOSB and SDVOSB programs provide subcontracting opportunities 
 The prime contractor gets credit toward small business goals for using 
VOSBs and SDVOSBs as subcontractors 
5
VOSB and SDVOSB Self Certification vs CVE 
Certification 
The bidding firm must certify or represent to the Contracting Officer that it is an 
SDVOSB 
 Self certification can be achieved through the System for Award Management (SAM) 
 Different from the Veterans First Contracting Program, which requires a detailed 
verification process of Veteran status and placement in the VetBiz database 
 Agencies cannot require certification by the VA. The Vets First CVE Verification 
Program applies ONLY to VA bids and procurements. All other federal agencies accept 
self representation through SAM 
Vets First: The Vets First Contracting Program within the VA was created under 
Public Law 109-461. This contracting program was created for VOSBs and 
expanded the Service-Disabled Veteran contracting program for VA 
procurements. 
6
VOSB and SDVOSB Self Certification vs CVE 
Certification (continued) 
SDVOSBs VOSBs Applies to All Agencies Applies to the VA Only Self Certification VA Verification Required 
SDVOSB Program Yes No Yes No Yes No 
Vets First CVE VA Program Yes Yes No Yes No No 
Approved firms are eligible to participate in VOSB and SDVOSB set asides issued by the 
VA. They are eligible to subcontract with VAs large prime contractors in acquisitions for 
additional evaluation credit. 
7
Qualifications of a Service-Disabled Veteran 
(SDV) 
 An SDV is a person who served in the active military, naval, or air service and 
was discharged or released under conditions other than dishonorable and 
whose disability was incurred or aggravated in the line of duty in the active 
military, naval, or air service. 
 A Veteran with a zero to 100% disability rating is eligible to self represent as an 
SDV for federal contracting purposes. 
 The Veterans Benefits Act of 2003 that established restricted contracting in 
federal procurement for SDVOSB concerns did not require a formal process to 
certify concerns as Service-Disabled Veteran-Owned. 
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Qualifications for the SDVOSB Program: 
Establishing Eligibility 
 Size: Must be small according to Small Business Administration 
standards 
 Ownership: Must be at least 51% directly and unconditionally 
controlled by one or more service-disabled Veterans 
 Status: Owner(s) must have Form DD214 indicating honorable 
discharge 
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Contracting Advantages for VOSBs and 
SDVOSBs 
 Contracting Officer may set aside awards for VOSBs and SDVOSBs 
 Reasonable expectation that two or more responsible SDVOSBs will 
submit offers 
 Award can be made at a fair market price 
 Sole source awards can be made to VOSBs and SDVOSBs 
 If only one VOSB or SDVOSB can satisfy requirements 
 Limitations on award amounts 
 $6 million for manufacturing 
 $3.5 million for all other procurements 
10
Subcontracting Limitations (13 CFR 125.6[b]) 
for SDVOSB and VOSB Set Asides 
 Services  50% labor spent on SDVOSB or VOSB personnel 
 Supplies  50% labor performed by SDVOSB or VOSB personnel 
 General Construction  15% labor spent on SDVOSB or VOSB 
personnel 
 Special Trade Construction  25% of labor spent on SDVOSB or 
VOSB personnel 
 Contracting Officer verifies through certified payrolls 
 Joint ventures must also meet limitations on subcontracting 
requirements 
11
Teaming Partners: Prime vs Sub Roles 
 Understand the responsibilities of the work share and roles for the 
opportunity with your teaming partner 
 Ensure all items are clearly defined in your teaming and subcontract 
agreements 
 Ensure both companies are aware of all subcontracting limitations 
for the specific opportunity 
 Reach out to Small Business Liaison Officers at the large businesses 
with which you wish to work (see list of links at end of presentation) 
 Have a solid capabilities statement and presentation ready to 
provide 
12
Exclusions to the SDVOSB Program 
Following are exclusions to the VOSB and SDVOSB program when 
requirements can be satisfied through any of the following: 
 Federal Prisons Industries Inc. (FAR Subpart 8.6) 
 Participating non-profit agencies for the blind (FAR Subpart 8.7) 
 Orders under indefinite delivery contracts (FAR Subpart 16.5) 
 Orders against Federal Supply Schedules (FAR Subpart 8.4) 
 Requirements currently being performed by an 8(a) participant or 
requirements the Small Business Administration has accepted for 
performance under 8(a) authority 
Review the FAR reference for clarity regarding exclusions 
13
Overall Set Aside Dollar Amounts and Goals for 
2012 
 Actual vs Goal 
 Total Dollars 
14
Top Ten Federal Agency Spending for FY 2014 
15
Top Ten Federal Agency Spending for FY 2014 
(continued) 
 For opportunity targeting, the DoD Eligible Dollars budget dwarfs all 
other agencies 
 Set asides for SDVOSB and VOSB are the greatest for this agency 
 Focus on the agencies that fail to meet SDVOSB or VOSB goals as a 
part of general marketing 
 4 out of the 10 top agencies failed to meet the SDVOSB set aside 
goal 
16
DoD 
Small Business 
Contracts 
Breakdown 
for FY 2014 
Source: http://smallbusiness.data.gov/ 
17
DoD Small Business Contracts Breakdown for 
FY 2014 (continued) 
 Contract type: Major disparity between Firm Fixed Price (FFP) and 
all other types 
 Top 4 of 5 dollars spent were on services and not products 
 Focus on the location of the most dollars spent to determine your 
market target (especially for service-related issues, recruitment, 
etc.) 
18
Additional Tools for SDVOSBs and VOSBs 
 General Services Administration (GSA) Schedules for services and 
products 
 More than $40 billion flows through GSA Multiple Award Schedule 
(MAS) contracts every year 
 In FY14, approximately 10% of government needs were procured 
through GSA MAS contracts 
 GSA had more than 19,000 MAS contracts in FY14 
 80% of GSA MAS contractors are small businesses who represent 36% 
of sales 
 Indefinite Delivery / Indefinite Quantity (IDIQ) vehicle 
 Empty contract with predetermined prices and terms 
 5-year base with option years (up to 20 years, Evergreen clause) 
 Unlimited ceiling (at the contract level) 
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Helpful Links for VOSBs and SDVOSBs 
 Prime Contractors List with Small Business Subcontracting 
Plans 
 GSA Set Aside Opportunity Forecast Matrix 
 SBA Subcontracting Directory SUBNET 
 Army Small Business Programs 
 Navy Small Business Programs 
 Air Force Small Business Programs 
 All Other Defense Agencies Small Business Programs 
 Entrepreneurship Boot Camp for Veterans with Disabilities 
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Leveraging Veteran-Owned Status to Land Corporate and Government Contracts

  • 1. 1
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  • 3. Agenda Veteran Business Landscape Veteran Small Business Certification Programs Agency Service-Disabled Veteran-Owned Small Business Goals Qualification and Eligibility Veteran Contracting Advantages FY 2014 Agency Set Aside Spend Data and Analysis 3
  • 4. Veteran Business Landscape Veteran-Owned Small Business (VOSB) and Service-Disabled Veteran-Owned (SDVOSB) firms represent a unique and important force within the American economy Veterans own approximately 2.5 million small businesses or 9% of all small firms in the U.S. 200,000 Veteran-Owned firms are owned by service-connected disabled Veterans 1 out of 6 Veterans starts a business VOSB and SDVOSB are the only socio economic statuses that are earned 4
  • 5. Veteran and SDVOSB Small Business Certification Programs Two programs are available: Self-certifying program (for most agency requirements) Center for Veterans Enterprise (CVE) certifying program (only applies for Department of Veterans Affairs [VA] procurements) Once eligibility is established, SDVOSBs and VOSBs are eligible to bid on SDVOSB and VOSB set aside contracts The VOSB and SDVOSB programs provide subcontracting opportunities The prime contractor gets credit toward small business goals for using VOSBs and SDVOSBs as subcontractors 5
  • 6. VOSB and SDVOSB Self Certification vs CVE Certification The bidding firm must certify or represent to the Contracting Officer that it is an SDVOSB Self certification can be achieved through the System for Award Management (SAM) Different from the Veterans First Contracting Program, which requires a detailed verification process of Veteran status and placement in the VetBiz database Agencies cannot require certification by the VA. The Vets First CVE Verification Program applies ONLY to VA bids and procurements. All other federal agencies accept self representation through SAM Vets First: The Vets First Contracting Program within the VA was created under Public Law 109-461. This contracting program was created for VOSBs and expanded the Service-Disabled Veteran contracting program for VA procurements. 6
  • 7. VOSB and SDVOSB Self Certification vs CVE Certification (continued) SDVOSBs VOSBs Applies to All Agencies Applies to the VA Only Self Certification VA Verification Required SDVOSB Program Yes No Yes No Yes No Vets First CVE VA Program Yes Yes No Yes No No Approved firms are eligible to participate in VOSB and SDVOSB set asides issued by the VA. They are eligible to subcontract with VAs large prime contractors in acquisitions for additional evaluation credit. 7
  • 8. Qualifications of a Service-Disabled Veteran (SDV) An SDV is a person who served in the active military, naval, or air service and was discharged or released under conditions other than dishonorable and whose disability was incurred or aggravated in the line of duty in the active military, naval, or air service. A Veteran with a zero to 100% disability rating is eligible to self represent as an SDV for federal contracting purposes. The Veterans Benefits Act of 2003 that established restricted contracting in federal procurement for SDVOSB concerns did not require a formal process to certify concerns as Service-Disabled Veteran-Owned. 8
  • 9. Qualifications for the SDVOSB Program: Establishing Eligibility Size: Must be small according to Small Business Administration standards Ownership: Must be at least 51% directly and unconditionally controlled by one or more service-disabled Veterans Status: Owner(s) must have Form DD214 indicating honorable discharge 9
  • 10. Contracting Advantages for VOSBs and SDVOSBs Contracting Officer may set aside awards for VOSBs and SDVOSBs Reasonable expectation that two or more responsible SDVOSBs will submit offers Award can be made at a fair market price Sole source awards can be made to VOSBs and SDVOSBs If only one VOSB or SDVOSB can satisfy requirements Limitations on award amounts $6 million for manufacturing $3.5 million for all other procurements 10
  • 11. Subcontracting Limitations (13 CFR 125.6[b]) for SDVOSB and VOSB Set Asides Services 50% labor spent on SDVOSB or VOSB personnel Supplies 50% labor performed by SDVOSB or VOSB personnel General Construction 15% labor spent on SDVOSB or VOSB personnel Special Trade Construction 25% of labor spent on SDVOSB or VOSB personnel Contracting Officer verifies through certified payrolls Joint ventures must also meet limitations on subcontracting requirements 11
  • 12. Teaming Partners: Prime vs Sub Roles Understand the responsibilities of the work share and roles for the opportunity with your teaming partner Ensure all items are clearly defined in your teaming and subcontract agreements Ensure both companies are aware of all subcontracting limitations for the specific opportunity Reach out to Small Business Liaison Officers at the large businesses with which you wish to work (see list of links at end of presentation) Have a solid capabilities statement and presentation ready to provide 12
  • 13. Exclusions to the SDVOSB Program Following are exclusions to the VOSB and SDVOSB program when requirements can be satisfied through any of the following: Federal Prisons Industries Inc. (FAR Subpart 8.6) Participating non-profit agencies for the blind (FAR Subpart 8.7) Orders under indefinite delivery contracts (FAR Subpart 16.5) Orders against Federal Supply Schedules (FAR Subpart 8.4) Requirements currently being performed by an 8(a) participant or requirements the Small Business Administration has accepted for performance under 8(a) authority Review the FAR reference for clarity regarding exclusions 13
  • 14. Overall Set Aside Dollar Amounts and Goals for 2012 Actual vs Goal Total Dollars 14
  • 15. Top Ten Federal Agency Spending for FY 2014 15
  • 16. Top Ten Federal Agency Spending for FY 2014 (continued) For opportunity targeting, the DoD Eligible Dollars budget dwarfs all other agencies Set asides for SDVOSB and VOSB are the greatest for this agency Focus on the agencies that fail to meet SDVOSB or VOSB goals as a part of general marketing 4 out of the 10 top agencies failed to meet the SDVOSB set aside goal 16
  • 17. DoD Small Business Contracts Breakdown for FY 2014 Source: http://smallbusiness.data.gov/ 17
  • 18. DoD Small Business Contracts Breakdown for FY 2014 (continued) Contract type: Major disparity between Firm Fixed Price (FFP) and all other types Top 4 of 5 dollars spent were on services and not products Focus on the location of the most dollars spent to determine your market target (especially for service-related issues, recruitment, etc.) 18
  • 19. Additional Tools for SDVOSBs and VOSBs General Services Administration (GSA) Schedules for services and products More than $40 billion flows through GSA Multiple Award Schedule (MAS) contracts every year In FY14, approximately 10% of government needs were procured through GSA MAS contracts GSA had more than 19,000 MAS contracts in FY14 80% of GSA MAS contractors are small businesses who represent 36% of sales Indefinite Delivery / Indefinite Quantity (IDIQ) vehicle Empty contract with predetermined prices and terms 5-year base with option years (up to 20 years, Evergreen clause) Unlimited ceiling (at the contract level) 19
  • 20. Helpful Links for VOSBs and SDVOSBs Prime Contractors List with Small Business Subcontracting Plans GSA Set Aside Opportunity Forecast Matrix SBA Subcontracting Directory SUBNET Army Small Business Programs Navy Small Business Programs Air Force Small Business Programs All Other Defense Agencies Small Business Programs Entrepreneurship Boot Camp for Veterans with Disabilities 20
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