Checklist of Documents for your SDVOSB Application

A Guide for your SDVOSB Application

To apply your Service-Disabled Veteran-Owned Small Business (SDVOSB) for a Vendor Information Pages (VIP) profile, many documents are required and you may be overwhelmed by them. Here, we will provide a list for you, a checklist if you will, to serve as a guide in your application process.

Below are the documents that the CVE will require from you.

Pre-Application Documents for your SDVOSB

All pre-application documents are needed by the Center for Verification and Evaluation (CVE) to jumpstart your application process. While your application is being reviewed, additional documents may be requested from you by your evaluator. It is important to note that you must not upload any password-protected documents, as the CVE will not be able to open and verify them.

1.     Resume

This pertains to the resumes of all owners, directors, partners, officers, and other key personnel. The resume should include a chronological list of the current and previous occupations, job description and roles, educational attainment, skills, and other data. This will help the CVE identify is the veteran owner has the capability to manage the company.

2.     Joint Venture Agreement

This is a written agreement which identifies the following: the nature of the joint venture, the capital and resources of each joint venture, and their rights and responsibilities. It will help the CVE determine if the veteran has the majority control over the venture.

Other Required Documents for your Application

1.     License

This includes business licenses, permits, and accreditations. These licenses are used to determine if your SDVOSB is operating legally, under its declared business type, and if professionals employed have up-to-date licenses.

2.     Tax 1040

This includes IRS Form 1040 and all its attachments, Schedules C, Schedules E, and W-2s.  Owners with equal to or more than 33% ownership of the company must also submit their Personal Tax Filings from the previous year. You will also be required to submit your Business Tax filings in the past 3 years.

3.     Payroll

This refers to the Payroll Distribution Ledger or W-2s in the past year (full year), and year-to-date (January to present) for all employees.

4.     Signature Cards

This refers to the card that you sign when you open an account in bank or a financial institution. It must be duly authenticated by your bank, and must contain the identification of the depositor. It must also bear the name of the company’s officers who are authorized to issue checks and transfer funds.

5.     Contracts

Copies of the last 5 contracts and/or proposals awarded to your SDVOSB, which will include bids and work agreements.

6.     Management Agreements

These agreements refer to management and service agreements you may have with service providers, which will be attached to an occupy lease agreement.

7.     Franchise Agreement

It refers to a contract between a franchisor and a franchisee, and will only be needed if your SDVOSB is part of a franchise.

8.     Mentor Protégé Agreement

This document will help the CVE identify if there is any undue dependence between the mentor and protégé.

The VIP application process is not an easy one, and it will help if you are fully informed of the paper works that you must prepare, to avoid any delay and roadblocks in your application. Due research and preparation can help your application become a smooth process.

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ARCHER JORDAN understands the needs of SDVOSB’s. We are a team of prevailing wage experts and we have helped thousands of contractors with their fringe benefits plans. Our benefits professionals are equipped with the right expertise, tools and programs designed to assist you.

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