Compliance Toolkit

SDVOSB Compliance Checklists

The SDVOSB program is won and lost on the same handful of compliance points — who really owns and controls the firm, how much of the work the prime self-performs, and whether the teaming arrangement holds up. These printable self-audits give you a scannable yes/no checklist for each, with every item tied to the controlling regulation so the check is defensible. Run them before you certify, before you bid, and before a status protest does it for you.

Last updated Update cadence: Quarterly, plus on regulatory changes

Compiled from: 13 CFR Parts 125 & 128 · Federal Acquisition Regulation (Title 48 CFR, Subpart 19.14 and Part 52) · SBA VetCert program guidance

Change log (1)
  1. LaunchedPublished printable, source-cited self-audit checklists for SDVOSB ownership & control, the limitations on subcontracting, joint ventures, the VetCert application package, recertification & status maintenance, and set-aside bid readiness — each with an ItemList of the checks plus FAQPage, Dataset, and BreadcrumbList structured data, primary-source citations, and cross-links into the regulation explainers, how-to guides, glossary, FAQ, and calculators.

Certification

SDVOSB Ownership & Control Self-Audit ChecklistA source-cited self-audit of the 51% unconditional ownership and the day-to-day control tests at 13 CFR 128.12–128.13 — the two grounds on which SDVOSB certifications are most often denied or lost in a status protest.11 checks
SBA VetCert Application Readiness ChecklistEverything you need in hand before submitting an SBA VetCert application — veteran-status and disability proof, ownership and governance records, an active SAM.gov registration, and the eligibility self-checks that prevent a denial.8 checks
SDVOSB Recertification & Status Maintenance ChecklistKeep an SDVOSB certification in good standing between three-year terms — the changes you must report to SBA, the events that trigger recertification, and the records that keep your status defensible.7 checks

Performance & Compliance

Limitations on Subcontracting Compliance ChecklistRun the 13 CFR 125.6 / FAR 52.219-14 self-performance test before you bid and again before you invoice — the 50% services, 50% supplies, 15% general construction, and 25% specialty-trade limits, plus the similarly-situated-entity offset.10 checks

Teaming & Joint Ventures

SDVOSB Joint Venture Compliance ChecklistAudit an SDVOSB joint venture agreement against the requirements that keep the JV eligible for set-asides — managing-venturer control, the 40% SDVOSB work share, the mandatory written-agreement provisions, and the limitations on subcontracting.9 checks

Bidding

SDVOSB Set-Aside Bid Readiness ChecklistA pre-proposal go/no-go audit for an SDVOSB set-aside — registrations and certification current, NAICS and size confirmed, representations accurate, and the self-performance and teaming plan compliant before you commit to bid.9 checks

From audit to action

The checklists tell you whether you're compliant; the how-to guides and calculators show you how to get there — and the weekly Brief turns a clean compliance posture into a stream of set-aside opportunities.

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