Exhibit A Pre-Assessment Form.pdf

Protégé Pre-Assessment Form 1 of 2 REV. DATE: 01.27.2023

EXHIBIT “A”

COMP Program - Protégé Pre-Assessment Form

Include with COMP Submittal

A. Protégé Business Information

Firm name:

Firm CEO: MPA Coordinator:

Firm’s address:

Street

City State Zip code

Phone: Fax (optional):

Email: Website:

Industry/Trade of business:

Number of years in business: Number of full time employees:

Status of Business Certification (Check all that apply): DBE SBE DVBE Other:

Has this firm been awarded any past Metro contracts or subcontracts? Yes No

If yes, which contract/s & year:

Is the firm currently in an active Mentor-Protégé Agreement on another Metro contract? Yes No

If yes, which contract/s:

Scope of work in subcontract:

B. Protégé Needs Assessment Check which categories assistance is needed:

Business Plan Cost Accounting Strategic Action Plan Prompt Payment Procedures Market Research Bonding & Insurance Marketing Plan Obtaining Permits/Subcontracts Marketing Materials Scheduling & Purchasing Website Development Project Planning & Scheduling Organizational Development Construction Equipment and Materials Operations Assessment Pre-award & Bid Assessment Office computer software Blueprint Reading Technical computer software Job Cost & Work in Progress Banking Services Preparing Job Orders & Changes Payroll Administration Information Systems Consulting Personnel Management Records & Contract Management Prevailing Wage Requirements Technical Work Related to contract Metro/ Industry Relationship Building Bidding and working as Prime Contractor Prevailing Wage Requirements Metro’s B2GNow Reporting System Metro’s LCP Tracker (Payroll Reporting) Other:

Other: Other:

Does this firm have a business plan? Yes No (if yes, please provide a copy to the mentor)

C. Name Additional Protégé Personnel Participating in Mentor-Protégé Activities

1. Name: Title:

2. Name: Title:

Protégé Pre-Assessment Form 2 of 2 REV. DATE: 01.27.2023

EXHIBIT “A”

D. Outline – Contractor Outreach & Mentorship Plan (COMP) Mentors after your pre-assessment of the protégé please complete the below outline, which will be used as a guide for discussions with your protégé. This will also help guide the Mentor-Protégé relationship in the creation of the final detailed COMP which will be reviewed and approved by Metro prior to the execution of Mentor Protégé Agreement.

Objective 1:

Barriers:

Benchmark 1:

Benchmark 2:

Objective 2:

Barriers:

Benchmark 1:

Benchmark 2:

Objective 3:

Barriers:

Benchmark 1:

Benchmark 2:

*Final COMP may include more than 3 objectives

Creative strategies and innovative non-traditional mentorship approaches to address the needs of the protégé firm

Mentorship Responsible

Party Objective

Addressed Start Date

End Date

1.

2.

3.