(Source: Small Business Administration)
Q. Is a formal certification required from the SBA, or any other federal agency to participate in the Service Disabled Veteran Owned Small Business Concern (SDVOSBC) procurement program?
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No. The Veterans Benefits Act of 2003 does not require a program to formally certify concerns as SDVOSBCs. A SDVOSBC will be able to "self-represent" its status as a SDVOSBC to the contracting activity as part of its offer. However, for sole source procurement, the SBA or the contracting officer may protest the proposed awardees service-disabled veteran status, and for competitive set-asides, any interested party may protest the apparent successful offeror's SDVOSBC status.
- The SDVOSBC must be a small business;
- 51 percent of the SDVOSBC must be unconditionally and directly owned by one or more service-disabled veterans; and
- The management and daily business operations of the SDVOSBC must by controlled by one or more service-disabled veterans (or in the case of veteran with permanent and severe disability, the spouse or a permanent caregiver of such veteran).
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A small business is a concern that is organized for profit, with a place of business in the United States, and which operates primarily within the United States or makes significant contribution to the economy through payment of taxes or use of American products, materials or labor. Further, the concern cannot be dominant in its field, on a national basis. Finally, the business concern's size cannot exceed the size standard established for its industry in the North American Industrial Classification System (NAICS) code. The most common size standards are as follows:
- Construction General building and heavy construction contractors have a size standard of $28.5 million in average annual receipts. Special trade construction contractors have a size standard of $12 million.
- Manufacturing For approximately 75 percent of the manufacturing industries, the size standard is 500 employees. A small number have a 1,500 employee size standard and the balance have a size standard of either 750 or 1,000 employees.
- Mining All mining industries, except mining services, have a size standard of 500 employees.
- Retail Trade Most retail trade industries have a size standard of $6 million in average annual receipts. A few, such as grocery stores, department stores, motor vehicle dealers and electrical appliance dealers have higher standards. None are above $24.5 million.
- Services For the service industries, the most common size standard is $6 million in average annual receipts. Computer programming, data processing and systems design have a size standard of $21 million. Engineering and architectural services have different size standards, as do few other service industries. The highest annual receipts size standard in any service industry is $30 million. Research and development and environmental remediation services are the only service industry with size standards stated in number of employees.
- Wholesale Trade When acting as a dealer on Federal contracts the small business size standard is 500 employees. In addition, on procurement set-aside for small business over $25,000, the firm must deliver the product of a small domestic manufacturer, as set forth in SBA's non-manufacturer rule, unless waived by the SBA for a particular class of product. However, for those procurements made under the Simplified Acquisition Procedures of the FAR and where the purchase does not exceed $25,000, the non-manufacturer may deliver the goods of any domestic manufacturer.
- Other industries Other industry divisions include: Agriculture; transportation, communications, electric, gas, and sanitary services; and finance, insurance and real estate. Because of wide variation in the structure of the industries in these divisions, there is no common pattern of size standards. For specific size standards refer to the size regulations in 13 CFR : 121.201 or the table of small business size standards.
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A service-disabled veteran is a person who served in the active military, naval, or air service, and who was discharged or released under conditions other than dishonorable, and whose disability was incurred or aggravated in line of duty in the active military, naval, or air service.
The definition of the terms "veteran" and "service-disabled veteran" are derived from Title 38 U.S.C.: 101.
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At least 51 percent of the small business concern must be directly and unconditionally owned by service-disabled veteran(s).
In the case of a small business concern which is a partnership, at least 51 percent of every class of partnership interest must be unconditionally owned by one or more service-disabled veterans. The ownership must be reflected in the small business concern's partnership agreement.
In the case of a small business concern which is a limited liability company, at least 51 percent of each class of member interest must be unconditionally owned by one or more service-disabled veterans.
In the case of a small business concern which is a corporation, at least 51 of each class of voting stock outstanding and 51 percent of the aggregate of all stock outstanding must be unconditionally owned by one or more service-disabled veterans.
Stock options, held by non service-disabled veterans, are given present effect. Any unexercised stock options or similar agreements held by service-disabled veterans will be disregarded. However, any unexercised stock options or similar agreements (including rights to convert non-voting stock or debentures into voting stock) held by non-service disabled veterans will be treated as exercised.
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Control is not the same as ownership, although both may reside in the same person. Control is regarded as including both strategic policy setting exercised by boards of directors and the day-to-day management and administration of business operations. A SDVOSBC's management and daily business operations must be conducted by one or more service-disabled veterans, or in the case of a veteran with a permanent and severe disability, the spouse or permanent caregiver of such veteran.
- Control over a partnership In the case of a partnership, one or more service-disabled veterans, or in the case of a veteran with a permanent and severe disability, the spouse or permanent care giver of such veteran, must serve as general partners with control over all partnership decisions.
- Control over a limited liability company In the case of a limited liability company, one or more service-disabled veterans, or in the case of a veteran with a permanent and severe disability, the spouse or permanent caregiver of such veteran, must serve as managing members with control over all decisions of the limited liability company.
- Control over a corporation In the case of a corporation, one or more service-disabled veterans, or in the case of a veteran with a permanent and severe disability, the spouse or permanent caregiver of such veteran, must control the Board of Directors.
Service-disabled veterans managing the service-disabled veteran owned small business concern must have managerial experience of the extent and complexity needed to run the service-disabled veteran owned business. However, a service-disabled veteran individual need not have the technical business or possess a required license to control a service-disabled veteran owned small business concern if he or she ultimate managerial and supervisory control over those who possess the required licenses or technical expertise.
Finally, a service-disabled veteran, or in the case of a veteran with a permanent and severe disability, the spouse or permanent caregiver of such veteran, must hold the highest officer position in the concern.
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The management and daily business operations of an SDVOSBC may be controlled by a spouse or permanent caregiver (the spouse, or an individual, 18 years of age or older, who is legally designated, in writing, to undertake responsibility for managing the well-being of the service-disabled veteran) of a service-disabled veteran with a permanent and severe disability (a veteran with a service-connected disability that has been determined by the U.S. Department of Veteran Affairs to have a permanent and total disability for purposes of receiving disability compensation or a disability pension).
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Contact the National Archives and Records Administration at http://www.archives.gov to request certified copies of your Department of Defense discharge papers that demonstrated a severe-incurred disability. Additionally, if the Department of Veteran Affairs has adjudicated you as having a disability, contact your local VA regional office for appropriate documentation.
- Register your SDVOSBC in the Central Contractor Registration data base at http://www.ccr.gov
- Procurement Technical Assistance Program (PTAP), administered by the Defense Logistics Agency, on behalf of the Secretary of Defense, provide assistance to business firms in marketing products and services to the Federal, state and local governments. Website: http://www.dla.mil/db/procurem.html
- SBA's Commercial Market Representatives (CMRs), located in area offices, conduct compliance reviews of prime contractors, counsel small businesses on how to obtain subcontracts, conduct matchmaking activities to facilitate subcontracting to small business, and provide orientation and training on the Subcontracting Assistance Program for both large and small businesses. Web sites: http://www.sba.gov/GC/indexcontracts-cmrs.html
- Offices of Small & Disadvantaged Business Utilization (OSDBU) OSDBUs were established under the authority of Public Law 95-507. They are responsible for promoting the use of small, small disadvantaged, (8a), HUBZone, veteran-owned, service disabled veteran-owned small firms, and women-owned small businesses in obtaining contracts and subcontracts with federal agencies and their prime contractors. Web site: http://www.osdbu.gov/Listofmembers.html
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SBA's Office of Veterans Business Development 202-205-6773
Web Site http://www.sba.gov/VETS
SBA's Veterans Business Outreach Centers: The Research Foundation of the State University of New York
Mike Ross
41 State Street, Albany, NY 12246
Phone: 518-443-5398 ext. 163, Fax: 518-443-5275
Email: Rossdm@nyssbdc.org
The University of West Florida in Pensacola
Douglas Davis, GCCC/SBDC/VBOC
2500 Minnesota Avenue, Lynn Haven, FL 32444
Phone: 1-800-542-7232 or 850-271-1108, Fax: 850-271-1109
Email: vboc@knology.net, Webpage: http://www.vboc.org
The University of Texas - Pan American
Jessica Lopez
1201 West University Drive, Edinburg, TX 73539-2999
Phone: 956-292-7535, Fax: 956-316-2612
Email: vboc@panam.edu, Webpage: http://www.coserve.org/vboc
Vietnam Veterans of California: VBOC
Indria Gillespie
7270 E. Southgate Drive, Sacramento, California 95823
Phone: 916-393-8387, Fax: 916-393-8389
Email: igillespie@vboc-ca.org, Webpage: http://www.vboc-ca.org
SBA's District Office Veterans Business Development Officers:
Vacant
10 Causeway Street, Room 265, Boston, MA 02222-1093, 617-565-5567
John C. Gardner
68 Seawall Street, Room 512, Augusta, ME 04330, 207-622-8555
Karlene Normadin
143 North Main Street, Suite 202, Concord, NH 03301, 603-225-1400 ext. 121
Harvey Morrison
330 Main Street, 2nd floor, Hartford, CT 06106-1800, 860-240-4700 ext. 232
Thomas Schroeder
P.O. Box 605, Montpelier, VT 05601-0605, 802-828-4422 ext. 204
Norm Deragon
380 Westminster Street, Room 511, Providence, RI 02903, 401-528-4576
Richard Keffer
111 West Huron Street, Room 1311, Buffalo, NY 14202, 716-551-5664
Frank Dito
26 Federal Plaza, Room 3100, New York, NY 10278, 212-264-2846
Martin F. McHenry
Two Gateway Center, 15th Floor, Newark, NJ 07102, 973-645-2427
David Brink
401 South Salina St., 5th Floor, Syracuse, NY 13202-2413, 315-471-9393 ext. 230
Ana Maria Vera
Citibank Tower 252 Ponce De Leon Ave. Ste. 200, San Juan, PR 00918-2038, 787-766-5422
Howard Garrity
333 East Water Street, 4th Floor, Elmira, NY 14901, 607-134-8130 ext. 30
Carl Christensen
Sunny Isle Professional Bldg. Suite 5&6' C'Sted St. Croix, VI 00820, 340-778-5380
Dan O'Connell
Chamber of Commerce 1 Computer Dr. So., Albany, NY 12205, 518-446-1118 ext. 231
Joe McDevitt
900 Market Street, 5th Floor, Philadelphia, PA 19107, 215-580-2706
Stanley Karwacki
10 South Howard Street, Suite 6220, Baltimore, MD 21201-2525, 410-862-6195 ext. 340
Donald Nemchick
700 River Avenue, Suite 510, Pittsburg, PA 15212, 412-322-6441
Leroy Harris
400 North 8th Street, Suite 1150, Richmond, VA 23240-0126, 804-771-2400 ext. 132
Seth Jones
1110 Vermont Avenue, 9th Floor, Washington, DC 20005, 202-606-4000 ext. 269
Joe McDevitt
Use Philadelphia, PA address tel. And fax no., McDevitt covers Wilkes-Barre, PA., 215-580-2706
William Durham
405 Capital Street, Suite 412, Charleston, WV 25301, 304-347-5220
Robert Williamson
824 North Market Street, Suite 610, Wilmington, DE 19801-3011, 302-573-6315
Jorge Valentin Stone
Harris Tower, 233 Peachtree NE, St. Ste. 1900, Atlanta, GA 30303, 404-331-0100 ext. 609
Raymond Hembree
801 Tom Martin Drive, Suite 201, Birmingham, AL 35211, 205-290-7340 ext. 226
Elliot Cooper
1835 Assembly Street, Room 358, Columbia, SC 29201, 803-765-5339
VACANT
210 East Capitol Street, Suite 900, Jackson, MS 39201, 601-965-4378 ext. 241
Charles Atwood
7825 Baymeadows Way, Suite 100B, Jacksonville, FL 32256-7504, 904-443-1951
Tommie Causey
2900 West Broadway, Suite 3, Louisville, KY 40202, 502-574-1143
Frank Velasco
100 South Biscayne Boulevard, 7th Floor, Miami, FL 33131, 305-536-5521 ext. 122
Don Winters
50 Vintage Way, Suite 201, Nashville, TN 27228, 615-736-5881 ext. 248
Gary Reed
2909 13th Street, Suite 203, Gulfport, MS 39501-1949, 228-868-4449 ext. 14
Mitch De Mallie
6302 Fairview Road, Suite 300, Charlotte, NC 28210-2227, 704-344-6590 ext. 1116
Steve Konkle
500 W. Madison Street, Room 1250, Chicago, IL 60661, 312-886-4208
John Renner
1111 Superior Avenue Street, Room 630, Cleveland, OH 43215-2542, 216-522-4180 ext. 211
Douglas Sweazy
2 Nationwide Plaza, Suite 1400, Columbus, OH 43215-2542, 614-469-6860 ext. 276
Charles (Ted) Davis
477 Michigan Avenue, Room 515, Detroit, MI 48226, 313-226-6075 ext. 245
Darrell Mowery
429 N. Pennsylvania Street, Suite 100, Indianapolis, IN 46204-1873, 317-226-7272 ext. 214
George Saumweber
100 N. 6th Street, Suite 210-C, Minneapolis, MN 55403, 612-370-2322
Ronald Carlson
550 Main Street, Room 2-522, Cincinnati, OH 45202, 531-684-2814 ext. 205
John Lonsdale
310 W. Wisconsin Avenue, Suite 400, Milwaukee, WI 53203, 141-297-1231
Jim Ryan
511 W. Capitol Avenue Suite 302, Springfield, IL 62704, 217-492-4416 ext. 109
Billy Medina 4300 Amon Carter Blvd., Suite 144, Ft. Worth, TX 76155, 817-684-5517 ext. 5517
John Tiloston
625 Silver Avenue SW, Suite 320, Albuquerque, NM 87102, 505-346-6736
Frederico Manzanares
222 E. Van Buren, Suite 500, Harlingen, TX 78550-6855, 956-427-8533 ext. 226
Stephen Curry
8701 South Gessner Drive, Suite 1200, Houston, TX 77074, 713-773-6500 ext. 242
Andy LaMonica
2120 River Front Drive, Suite 250, Little Rock, AR 72202, 501-324-5871 ext. 239
Amando Garcia
1205 Texas Avenue, Room 408, Lubbock, TX 79401-2693, 806-472-7462 ext. 244
Willie Williams
365 Canal Street, Suite 2820, New Orleans, LA 70130, 504-589-2706
Sandra Ransome
301 N.W. 6th Street, Suite 116, Oklahoma City, OK 73102, 405-609-8019
Fernando J. Guerra
17319 San Pedro Building 2, Suite 200, San Antonio, TX 78232, 210-403-5925
Daniel Chacon
10737 Gateway West, Suite 320, El Paso, TX 79935, 915-633-7031 ext.231
F. Steven Parker
323 W. 8th Street, Suite 501, Kansas City, MO 64105, 816-374-6701 ext. 226
Dennis Larkin
11145 Mill Valley Road, Omaha, NE 68154-3949, 402-221-7208 ext. 252
Patrick Carney
271 West 3rd North, Suite 2500, Wichita, KS 67202-1212, 316-269-6273 ext. 225
Gary Ayers
200 North Broadway, Suite 1500, St. Louis, MO 63102, 314-539-6600 ext. 245
Tom Harbison
210 Walnut Street, Room 749, Des Moines, IA 50309-2186, 515-284-4653
VACANT
215 4th Avenue SE, Suite 101, Cedar Rapids, IA 52401-1806, 319-362-6405 ext. 218
M. Brent Jones
830 Primrose Street, Suite 101, Springfield, MO 65807-5254, 417-890-8501 ext. 209
Jeanette Deherrera 721 19th Street, Suite 426, Denver, CO 80202, 303-844-2607 ext. 226
Dave Denke
100 East B Street, Suite 4001, Casper, WY 82602, 307-261-6523
Eric Giltner
1501 28th Avenue South, Grand Forks, ND 58201, 701-746-5160
Robert Much
10 West 15th Street, Suite 1100, Helena, MT 59626, 406-441-1081 ext. 16
Jon Uebelhack
125 South State Street, Room 2231, Salt Lake City, UT 84138, 801-524-3224
Debra Anderson
110 South Phillips Avenue, Suite 200, Sioux Falls, SD 57104-6727, 605-330-4243 ext. 1139
Chuck Stewart
455 Market Street, 6th Floor, San Francisco, CA 94105, 415-744-6791
James Pipper
2828 N. Central Avenue, Suite 800, Phoenix, AR 85004-1093, 602-475-7230
Barbara Madel
330 North Brand Blvd., Suite 1200, Glendale, CA 91203-2304, 818-552-3314
Maria Hughes
550 West C Street, Suite 550, San Diego, CA 92101-3500, 619-557-7250 ext. 1139
Pete Peterson
400 South Fourth Street, Suite 250, Las Vegas, NV 89101, 702-388-6800
Kimberly Hite
300 Ala Moana Boulevard, Room 2-235, Honolulu, HI 96850-4981, 808-541-3024
Reynold Johnson
2719 North Air Fresno Drive, Suite 200, Fresno, CA 93727-1547, 559-487-5785 ext 114
James A. Bryant
650 Capitol Mall, Suite 7-500, Sacramento, CA 95814, 916-930-3721
Sami Morcos
200 W. Santa Ana Blvd., Suite 700, Santa Ana, CA 92701, 714-550-7420 ext 3802
Kenneth Lujan
400 Route 8, Suite 302, Hagatna, GU 96919-2003, 671-472-7277
Tom Ewbank
1200 6th Avenue, Suite 1700, Seattle, WA 98101-1128, 206-553-2746
Richard Blum
801 West Riverside Avenue, Suite 200, Spokane, WA 99201, 509-353-2807
Terrence Moore
510 "L" Street, Suite 310, Anchorage, AK 99501, 907-271-4854
James Steiner
1515 SW Fifth Avenue, Suite 1050, Portland, OR 97201-5494, 503-326-2586
Rod Gzadzieleski
1020 Main Street, Suite 290, Boise, ID 83702-5745, 208-334-1696 ext. 233