About this file

This is a Post-Assessment Form for Metro's Contractor Outreach & Mentorship Program (COMP), a mentor-protégé initiative designed to evaluate business development outcomes following completion of a Mentor Protégé Agreement (MPA). The form documents information from both the protégé firm and mentor firm, including business certifications such as DBE, SBE, and DVBE status. The assessment evaluates which mentorship categories were addressed during the program period, including business planning, cost accounting, market research, bonding and insurance, marketing, permits and subcontracting, equipment and materials, job costing, payroll administration, personnel management, prevailing wage requirements, and Metro's reporting systems. The form captures whether the protégé firm had an existing business plan at the program's start and whether modifications or new business plans were created as a result of the mentorship relationship.

The Post-Assessment Results section requires mentors to evaluate the completion of up to three stated objectives from the initial Pre-Assessment, identifying any barriers encountered and documenting benchmarks for each objective. The form requests a summary of strategies and innovative non-traditional mentorship approaches employed throughout the COMP period, with specific start and end dates for each mentorship objective. Signatures from both the mentor and protégé representatives are required to certify completion of the assessment, along with printed names and dates of execution.

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Text version

Protégé Post-Assessment Form 1 of 2 REV. DATE: 01/27/2023

EXHIBIT “B”

COMP Program - Protégé Post-Assessment Form

Complete at the conclusion of the Mentor Protégé Agreement (MPA)

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:

Status of Business Certification (Check all that apply): DBE SBE DVBE Other:

Scope of work in subcontract:

B. Mentor Information

Firm name:

Firm CEO: MPA Coordinator:

Firm’s address:

Street

City State Zip code

Phone: Fax (optional):

Email: Website:

C. Protégé Needs Assessment Check which categories the mentorship addressed during the COMP period:

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:

Did this firm have a business plan at the beginning of the mentorship? Yes No If Yes, where any changes made because of the mentorship? Yes No (please attach) If No, was a business plan created during the mentorship period? Yes No (please attach)

Protégé Post-Assessment Form 2 of 2 REV. DATE: 01/27/2023

EXHIBIT “B”

E. Post Assessment Results - Contractor Outreach & Mentorship Plan (COMP) Mentors, after you have completed the COMP please evaluate completion of each objective from the Pre-assessment. Please include supplemental attachment if additional space is needed for responses.

Objective 1 Completed: Yes No

Barriers:

Benchmark 1:

Benchmark 2:

Objective 2 Completed: Yes No

Barriers:

Benchmark 1:

Benchmark 2:

Objective 3 Completed: Yes No

Barriers:

Benchmark 1:

Benchmark 2:

Summary of strategies and innovative non-traditional mentorship approaches used during

COMP.

Mentorship Objective Addressed &

Completed Start Date

End Date

1.

2.

3.

Mentor Signature Date Protégé Signature Date

Print Name Print Name

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