Exhibit A Pre-Assessment Form.pdf
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- Attached to
- Field Technician Service Trucks
- Solicitation number
- DR140111(2)
- Issued by
- California
About this file
This is a Mentor-Protege Program Pre-Assessment Form used by Metro to evaluate protégé firms seeking participation in the Contractor Outreach & Mentorship Program (COMP). The form is designed to gather comprehensive information about protégé businesses, including their organizational structure, certification status, business history, and specific areas requiring mentorship support. The document serves as the foundation for establishing mentor-protégé relationships and developing customized mentorship plans tailored to address identified business needs and barriers.
The pre-assessment form collects detailed protégé firm information including business name, leadership contacts, years in operation, employee count, and certification status (DBE, SBE, DVBE). A critical component identifies areas where assistance is needed across twenty-five categories, spanning business planning, accounting, marketing, project management, technical skills, compliance reporting, and prime contractor readiness. The form also captures information about additional protégé personnel participating in the mentorship activities and requires mentors to develop an outline of the Contractor Outreach & Mentorship Plan that includes defined objectives, identified barriers, measurable benchmarks, responsible parties, and specific start and end dates. This structured framework ensures systematic mentorship delivery and establishes clear expectations for the mentor-protégé relationship prior to formal agreement execution and Metro approval.
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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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