Exhibit A Pre-Assessment Form.pdf
PDF 161 KB Posted
- Solicitation number
- OP143876
- Issued by
- California
About this file
This is a Protege Pre-Assessment Form for Metro's COMP (Contractor Outreach & Mentorship Program), designed to establish mentor-protege relationships for small business development. The form collects comprehensive information about protege firms, including business characteristics, certification status, past contract experience, and specific areas requiring mentorship assistance. The assessment identifies needs across numerous business development categories, ranging from business planning and cost accounting to technical training, prevailing wage compliance, and prime contractor development. The form serves as the foundation for developing customized mentorship plans with defined objectives, benchmarks, and measurable outcomes that will guide the mentor-protege relationship prior to formal agreement execution by Metro.
The Pre-Assessment Form establishes the framework for identifying barriers to business growth and creating targeted mentorship strategies tailored to individual protege needs. Mentors complete the form following their initial assessment of protege firms and use it to outline up to three primary objectives with corresponding barriers, benchmarks, and mentorship activities. The document requires identification of responsible parties, start dates, and end dates for each mentorship initiative, enabling structured oversight and accountability. This pre-assessment document is prerequisite to developing the final detailed COMP plan that Metro will review and approve before formalizing the Mentor-Protege Agreement, ensuring alignment between protege capabilities and mentor resources for successful small business advancement within Metro's contracting ecosystem.
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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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