Exhibit A Pre-Assessment Form.pdf
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- Solicitation number
- OP143067
- Issued by
- California
About this file
This is a Mentor-Protege Pre-Assessment Form for Metro's Contractor Outreach & Mentorship Program (COMP), designed to facilitate business development partnerships between established mentors and disadvantaged, small, or emerging protégé firms. The form captures comprehensive information about the protégé firm's background, including company name, leadership, years in operation, employee count, and certification status (DBE, SBE, DVBE). It documents the protégé's prior experience with Metro contracts and existing mentor-protégé relationships, establishing baseline qualifications for program participation. The form includes a detailed needs assessment section that allows protégé firms to identify specific areas requiring assistance across twenty-seven categories, ranging from business planning and cost accounting to prevailing wage compliance, equipment procurement, and prime contractor development.
The second section of the form is completed by the mentor following the pre-assessment and guides the development of the comprehensive Contractor Outreach & Mentorship Plan. Mentors outline up to three primary objectives for the relationship, identifying specific barriers to overcome and establishing measurable benchmarks for success. The form requires mentors to detail creative mentorship strategies and assign responsible parties with corresponding start and end dates for each initiative. This structured approach ensures that mentor-protégé partnerships address identified gaps in business capacity, operational capability, and technical expertise, with particular emphasis on preparing protégé firms for successful independent contracting and compliance with Metro's reporting systems and prevailing wage requirements.
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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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