Exhibit A Pre-Assessment Form.pdf

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Ford F-550 Chassis-Cab Trucks (6 Units)
Solicitation number
DR141000
Issued by
California

About this file

This is a Mentor-Protege Pre-Assessment Form (Exhibit A) for Metro's Contractor Outreach & Mentorship Program (COMP), designed to facilitate mentoring relationships between established firms and 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 mentoring arrangements. The protege needs assessment section identifies specific areas where assistance is required, encompassing business development, financial management, operational efficiency, technical competencies, and regulatory compliance areas such as prevailing wage requirements and Metro reporting systems. The form establishes a structured framework for mentors to develop customized mentorship plans with up to three primary objectives, identified barriers to success, measurable benchmarks, and specific mentorship activities with designated responsible parties and timelines.

The form does not establish pricing terms, set-asides, or funding requirements, as it functions as a planning and assessment tool rather than a procurement instrument. Instead, it serves as the foundational document for creating detailed Contractor Outreach & Mentorship Plans (COMP) that require Metro review and approval prior to execution of the formal Mentor-Protege Agreement. The document accommodates flexibility through provisions for additional objectives beyond the initial three and encourages creative, non-traditional mentorship strategies tailored to individual protege firm needs. Completion requires input from both protege and mentor firms, including identification of key personnel participating in mentorship activities and alignment of mentorship strategies with the protege's specific business development objectives.

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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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