Exhibit B Post-Assessment Form.pdf

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Attached to
Employee Assistance Program
Solicitation number
PS141248
Issued by
California

About this file

This is a Mentor Protégé Post-Assessment Form for the COMP (Contractor Outreach & Mentorship Plan) program, administered by Metro. The form is completed at the conclusion of a Mentor Protégé Agreement (MPA) and documents the mentorship relationship between a mentor firm and a protégé firm. The document captures protégé business information including firm name, CEO, MPA Coordinator, address, contact details, and business certification status (DBE, SBE, DVBE, or other). It also collects mentor firm information using identical fields. The form identifies the scope of work in the subcontract and the industry or trade of both businesses involved in the mentorship arrangement.

The post-assessment section requires mentors to evaluate completion of pre-established objectives and identify any barriers encountered during the mentorship period. The form includes a comprehensive checklist of mentorship categories addressed during the COMP period, encompassing business planning, financial management, compliance requirements, equipment, technical skills, workforce management, and Metro-specific reporting systems such as B2GNow and LCP Tracker. Additionally, the form documents whether the protégé had an existing business plan at the outset and whether modifications or new business plans were created during the mentorship. Mentors must detail strategies and innovative mentorship approaches utilized, specify start and end dates for each objective addressed, and provide signatures from both mentor and protégé representatives with printed names and firm names to validate completion of the mentorship engagement.

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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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