Exhibit A Pre-Assessment Form.pdf

PDF 161 KB Posted

Attached to
Employee Assistance Program
Solicitation number
PS141248
Issued by
California

About this file

This is a Mentor-Protege Pre-Assessment Form for Metro's Contractor Outreach & Mentorship Program (COMP), designed to establish mentoring relationships between experienced contractors and small or disadvantaged business enterprises. The form captures comprehensive information about protege firms, including their business profile, certification status (DBE, SBE, DVBE), prior Metro contract experience, and current active mentor-protege agreements. The document identifies a broad range of assistance categories that proteges may require, spanning financial management, operational procedures, technical expertise, and compliance requirements including prevailing wage standards and Metro reporting systems. The form requires mentors to conduct pre-assessments of proteges and develop detailed outreach and mentorship plans structured around specific objectives, identified barriers, and measurable benchmarks. The mentorship plan section allows for documentation of up to three primary objectives with corresponding start and end dates, responsible parties, and creative mentorship strategies tailored to address each protege firm's identified needs.

The form serves as both an intake document and planning tool that precedes the execution of formal Mentor-Protege Agreements reviewed and approved by Metro. It captures essential business information such as firm size, years in operation, employee count, and specific scope of work within subcontracts. The assessment process is designed to identify gaps in areas including business planning, cost accounting, marketing, equipment management, and regulatory compliance, enabling mentors to develop targeted development strategies. There are no identified pricing terms, set-asides, incumbency restrictions, or funding amounts specified in this pre-assessment form, as it functions primarily as a diagnostic and planning document to establish the framework for mentoring relationships rather than a solicitation with financial specifications.

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Text version

EXHIBIT “A”

COMP Program - Protégé Pre-Assessment Form

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:

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.

Firm name:
Firm CEO:
MPA Coordinator:
Firms address:
City:
State:
Zip code:
Phone_4:
Fax optional:
Email_3:
Website:
IndustryTrade of business:
Number of years in business:
Number of fulltime employees:
DBE: Off
SBE_5: Off
DVBE_5: Off
Has this firm been awarded any past Metro contracts or subcontracts:
Other: Off
undefined_19: Off
If yes which contracts year:
Is the firm currently in an active MentorProtégé Agreement on another Metro contract: Off
If yes which contracts:
Scope of work in subcontract:
Business Plan: Off
Strategic Action Plan: Off
Market Research: Off
Marketing Plan: Off
Marketing Materials: Off
Website Development: Off
Organizational Development: Off
Operations Assessment: Off
Office computer software: Off
Technical computer software: Off
Banking Services: Off
Payroll Administration: Off
Personnel Management: Off
Prevailing Wage Requirements: Off
Metro Industry Relationship Building: Off
Prevailing Wage Requirements_2: Off
Metros LCP Tracker Payroll Reporting: Off
Other_2: Off
undefined_20:
Cost Accounting: Off
Prompt Payment Procedures: Off
Bonding Insurance: Off
Obtaining PermitsSubcontracts: Off
Scheduling Purchasing: Off
Project Planning Scheduling: Off
Construction Equipment and Materials: Off
Preaward Bid Assessment: Off
Blueprint Reading: Off
Job Cost Work in Progress: Off
Preparing Job Orders Changes: Off
Information Systems Consulting: Off
Records Contract Management: Off
Technical Work Related to contract: Off
Bidding and working as Prime Contractor: Off
Metros B2GNow Reporting System: Off
Other_3: Off
Other_4: Off
1_7:
2_7:
Yes_6: Off
No if yes please provide a copy to the mentor: Off
1 Name:
Title_2:
2 Name:
Title_3:
Objective 1 1:
Objective 1 2:
Barriers:
Benchmark 1:
Benchmark 2:
Objective 2 1:
Objective 2 2:
Barriers_2:
Benchmark 1_2:
Benchmark 2_2:
Objective 3 1:
Objective 3 2:
Barriers_3:
Benchmark 1_3:
Benchmark 2_3:
Start Date1:
End Date1:
Party:
Start Date2:
End Date2:
undefined_21:
Start Date3:
End Date3:
undefined_22:
Text15:
Text16:
Text17:
Party2:
undefined_212:
undefined_222:

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