Exhibit B Post-Assessment Form.pdf

PDF 166 KB Posted

Attached to
CAFETERIA GREASE EXHAUST SYSTEM CLEANING AND ANSUL FIRE SUPPRESSION SERVICES
Solicitation number
OP142160(2)
Issued by
California

About this file

Exhibit B COMP Program - Protege Post-Assessment Form

This document is a post-assessment form used by Metro (the jurisdiction administering the program) to evaluate the completion and outcomes of Mentor Protege Agreements (MPAs) under the Contractor Outreach & Mentorship Program (COMP). The form captures comprehensive information about both the protege firm and mentor firm, including their business details, certifications, and scope of work. The protege's needs assessment section documents which mentorship categories were addressed during the COMP period, encompassing areas such as business planning, cost accounting, strategic planning, bonding and insurance, marketing, technical development, prevailing wage requirements, and prime contractor development. The form also tracks whether the protege firm had a business plan at the program's outset and whether modifications or new plans were created as a result of mentorship. Post-assessment results require mentors to evaluate the completion of up to three objectives established in the pre-assessment, identify any barriers encountered, and document benchmarks achieved. Additionally, the form requests a summary of mentorship strategies and innovative non-traditional approaches employed throughout the COMP period.

The form requires signatures from both mentor and protege representatives with corresponding dates, formally documenting program completion. Set-asides and certifications addressed include Disadvantaged Business Enterprises (DBE), Small Business Enterprises (SBE), and Disabled Veteran-owned Business Enterprises (DVBE). Metro's specific reporting systems, including B2GNow and the LCP Tracker for payroll reporting, are integrated into the mentorship framework. No specific contract term, renewal options, or pricing information is detailed in this assessment form, as it serves as an evaluation instrument completed upon conclusion of the mentorship agreement rather than a contract solicitation document.

View the file

Other files

File Type Posted
EXHIBIT 4 - LIST OF CERTIFIED FIRMS (RESERVED).pdf PDF
ATTACHMENT E - PAYMENT CERTIFICATION FORM.pdf PDF
FORM 3 - BUSINESS DATA SHEET.pdf PDF
EXHIBIT E-2 - PAYMENT CERTIFICATION (FINAL).pdf PDF
FORM 6 - SBE-DVBE DEALER-DISTR AFFIRMATION.pdf PDF
ATTACHMENT A.pdf PDF
EXHIBIT D - DEOD CONTRACT COMPLIANCE MANUAL (Non-Fed).pdf PDF
EXHIBIT 9 - GENERAL CERTIFICATIONS.pdf PDF
EXHIBIT 12 - MISCELLANEOUS (RESERVED).pdf PDF
EXHIBIT 11 - NONCOLLUSION AFFIDAVIT TO BE EXECUTED BY BIDDER.pdf PDF
EXHIBIT A - SCOPE OF SERVICES.pdf PDF
OP142160(2)_FINAL.pdf PDF
Exhibit A Pre-Assessment Form.pdf PDF
EXHIBIT I - RESERVED.pdf PDF
EXHIBIT 3 - MINIMUM QUALIFICATIONS.pdf PDF
Thumbs.db —
EXHIBIT H - PREVAILING WAGE INFORAMTION.pdf PDF
EXHIBIT 5 - BID LETTER.pdf PDF
FORM 1 - SBE-DVBE SUBS & SUPPLIERS.pdf PDF
FORM 2 - AFFIDAVIT.pdf PDF
FORM 5 - BIDDERS LIST FORM.pdf PDF
EXHIBIT 7 - LIST OF COMPLETED CONTRACTS - LAST FIVE (5) YEARS.pdf PDF
EXHIBIT 8 - ETHICS DECLARATION.pdf PDF
FORM 4 - SBE-DVBE AFFIRMATION.pdf PDF
EXHIBIT 2 - SCHEDULE OF QUANTITIES AND PRICES.pdf PDF
EXHIBIT J - 29 CFR 5.5(RESERVED).pdf PDF
EXHIBIT B - PRICING AGREEMENT.pdf PDF
ATTACHMENT D - CONTRACT EMPLOYEE TIMESHEET.xlsx XLSX spreadsheet
SUBCONTRACTOR LISTING FORM.pdf PDF
EXHIBIT F - RELEASE OF CLAIMS.pdf PDF
EXHIBIT 6 - LIST OF CURRENT CONTRACTS - BACKLOG.pdf PDF
ATTACHMENT B.pdf PDF
EXHIBIT 10 - CERTIFICATE OF COMPLIANCE WITH 49 CFR PART 655.pdf PDF
EXHIBIT C - WORK-COMPLETION_DELIVERABLE SCHEDULE (RESERVED).pdf PDF
EXHIBIT E-1 - PAYMENT CERTIFICATION (CONTINUOUS).pdf PDF
ATTACHMENT C - TASK ORDER PROCEDURE.pdf PDF
EXHIBIT G - APPROVED SUBCONTRACTORS AND SUPPLIERS.pdf PDF
Show all 37

On GovTribe

Work with this file

  • Download the original file
  • Contacts named in this file
  • Similar government files
  • Ask GovTribe AI about this file

Text version

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:

File details come from the government source that posted it. Updated .