Exhibit B Post-Assessment Form.pdf
PDF 166 KB Posted
- Attached to
- Grease Interceptor Services
- Solicitation number
- OP137196(3)
- Issued by
- California
About this file
Exhibit B Post-Assessment Form Summary
This document is a Post-Assessment Form for the Contractor Outreach & Mentorship Plan (COMP) Program, administered by Metro. The form is designed to be completed at the conclusion of a Mentor Protégé Agreement (MPA) and serves as an evaluation tool for assessing the mentorship outcomes. The form captures comprehensive information about both the protégé firm and the mentor firm, including business details, certification status, and the scope of work provided through the subcontract relationship. The document includes sections for documenting the protégé firm's business information, the mentor firm's details, and a detailed assessment of mentorship needs addressed during the COMP period.
The Post-Assessment Form evaluates the protégé firm's progress across numerous business development categories, including business planning, cost accounting, bonding and insurance, marketing, organizational development, prevailing wage requirements, and Metro-specific reporting systems such as B2GNow and LCP Tracker. The form requires mentors to assess completion of objectives established during the Pre-Assessment phase, identify barriers encountered, and establish benchmarks for progress measurement. Additionally, the form requests documentation regarding whether the protégé firm had a business plan at the mentorship's outset and whether changes were made or new plans created as a result of the mentorship. The document includes signature blocks for both mentor and protégé representatives and provides space for supplemental attachments and descriptions of innovative mentorship strategies employed during the agreement period.
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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)
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
| Firm name_2: |
| Firm CEO_2: |
| MPA Coordinator_2: |
| Firms address_2: |
| City_2: |
| State_2: |
| Zip code_2: |
| Phone_5: |
| Fax optional_2: |
| Email_4: |
| Website_2: |
| IndustryTrade of business_2: |
| Status of Business Certification Check all that apply: |
| DBE_2: Off |
| SBE_6: Off |
| DVBE_6: Off |
| Other_5: Off |
| Scope of work in subcontract_2: |
| Firm name_3: |
| Firm CEO_3: |
| MPA Coordinator_3: |
| Firms address_3: |
| City_3: |
| State_3: |
| Zip code_3: |
| Phone_6: |
| Fax optional_3: |
| Email_5: |
| Website_3: |
| Check which categories the mentorship addressed during the COMP period: |
| Business Plan_2: Off |
| Strategic Action Plan_2: Off |
| Market Research_2: Off |
| Marketing Plan_2: Off |
| Marketing Materials_2: Off |
| Website Development_2: Off |
| Organizational Development_2: Off |
| Operations Assessment_2: Off |
| Office computer software_2: Off |
| Technical computer software_2: Off |
| Banking Services_2: Off |
| Payroll Administration_2: Off |
| Personnel Management_2: Off |
| Prevailing Wage Requirements_3: Off |
| Metro Industry Relationship Building_2: Off |
| Prevailing Wage Requirements_4: Off |
| Metros LCP Tracker Payroll Reporting_2: Off |
| Cost Accounting_2: Off |
| Prompt Payment Procedures_2: Off |
| Bonding Insurance_2: Off |
| Obtaining PermitsSubcontracts_2: Off |
| Scheduling Purchasing_2: Off |
| Project Planning Scheduling_2: Off |
| Construction Equipment and Materials_2: Off |
| Preaward Bid Assessment_2: Off |
| Blueprint Reading_2: Off |
| Job Cost Work in Progress_2: Off |
| Preparing Job Orders Changes_2: Off |
| Information Systems Consulting_2: Off |
| Records Contract Management_2: Off |
| Technical Work Related to contract_2: Off |
| Bidding and working as Prime Contractor_2: Off |
| Metros B2GNow Reporting System_2: Off |
| Other_6: Off |
| undefined_23: |
| Did this firm have a business plan at the beginning of the mentorship: Off |
| Yes_8: Off |
| No please attach: Off |
| Yes_9: Off |
| No please attach_2: Off |
| Yes_10: Off |
| undefined_24: Off |
| No_7: |
| Objective 1 Completed: |
| Barriers_4: |
| Benchmark 1_4: |
| Benchmark 2_4: |
| Yes_11: Off |
| undefined_25: Off |
| No_8: |
| Objective 2 Completed: |
| Barriers_5: |
| Benchmark 1_5: |
| Benchmark 2_5: |
| Yes_12: Off |
| undefined_26: Off |
| No_9: |
| Objective 3 Completed: |
| Barriers_6: |
| Benchmark 1_6: |
| Benchmark 2_6: |
| Start Date1_2: |
| End Date1_2: |
| Objective Addressed Completed1: |
| Start Date2_2: |
| End Date2_2: |
| Objective Addressed Completed2: |
| Start Date3_2: |
| End Date3_2: |
| Objective Addressed Completed3: |
| Date_3: |
| Date_4: |
| Print Name: |
| Print Name_2: |
| Text10: |
| Text11: |
| Text12: |
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