MWSBE_Mentor_Protege_Development_Plan_Form.docx
DOCX document 14 KB Posted
- Attached to
- Building Mechanical, Plumbing, Electrical and Fire Protection Engineer Professional Services
- Solicitation number
- BC-2025-040
- Issued by
- Leon County, Florida
About this file
The Mentor Protege Development Plan Form is a structured template used by the Minority and Women Business Enterprise (MWSBE) Division to guide and document mentorship relationships between established firms and developing minority or women-owned businesses. The form serves as an annual planning and progress-tracking document that is jointly completed by mentor and protege firms and submitted to the MWSBE Division. The document requires identification of the protege's background and experience, including personnel numbers and types, capital amounts, equipment inventory with values, and targeted project types. The plan encompasses four key assistance areas: management and technical assistance related to internal business processes and systems; financial assistance through equity investments, loans, or bonding; contracting assistance including navigation of the procurement process and development of local government contracting capacity; and business development support covering strategic planning, market identification, and contracting opportunity identification. Annual updates are required to document progress against previously established goals and to identify new developmental objectives for the protege firm.
In the context of Leon County's RFP #BC-2025-040 for Building Mechanical, Plumbing, Electrical and Fire Protection Engineer Professional Services, the county has established MWSBE participation goals of 8% for Minority Business Enterprise (MBE) and 6% for Women Business Enterprise (WBE), with scoring incentives of up to 10 points available for firms achieving these goals and an additional 2 points for firms participating in joint ventures, partnerships, mentor-protege relationships, or apprenticeship programs. This structure directly encourages qualified firms to leverage mentor-protege relationships documented through this development plan form as a means of enhancing their competitive positioning while simultaneously supporting the growth and capacity development of smaller minority and women-owned engineering firms capable of providing specialized services on projects valued between $10,000 and $4,000,000.
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Text version
MENTOR PROTÉGÉ DEVELOPMENT PLAN
MENTOR:
PROTÉGÉ:
MENTOR‑PROTÉGÉ RELATIONSHIP YEAR: DATE:
This Mentor‑Protégé Development Plan will serve as a guiding document for the Mentor‑Protégé relationship. The Mentor and Protégé should fill this form jointly with the purpose of identifying the assistance and education that the Mentor will provide the Protégé over the course of the relationship. This form should be completed annually and submitted to the MWSBE Division to document progress towards meeting the goals identified in previous years and identify future goals.
PROTÉGÉ BACKGROUND AND EXPERIENCE
PROTÉGÉ NUMBER AND TYPES OF PERSONNEL
| NUMBER |
| TYPE OF PERSONNEL |
PROTÉGÉ AMOUNT OF CAPITAL: $
PROTÉGÉ NUMBERS, VALUES, AND TYPES OF EQUIPMENT
| NUMBER |
| VALUE |
| TYPE OF EQUIPMENT |
NUMBER AND TYPES OF PROJECTS TO PURSUE
| NUMBER |
| TYPE OF PROJECT |
MENTOR-PROTÉGÉ MANAGEMENT AND TECHNICAL ASSISTANCE PLAN
This assistance may concern internal business processes and management systems.
MENTOR-PROTÉGÉ FINANCIAL ASSISTANCE PLAN
This assistance may include equity investments, loans, or bonding.
MENTOR-PROTÉGÉ CONTRACTING PLAN
This assistance may include navigating the contracting process, understanding obligations as a local government contractor, and developing capacity to compete for local government projects.
MENTOR-PROTÉGÉ BUSINESS DEVELOPMENT PLAN
This assistance may include strategic planning, identifying new markets, and identifying new contracting opportunities.
MENTOR-PROTÉGÉ PROGRESS
This field should be filled annually following the first year of the Mentor‑Protégé relationship. Each of the goals identified in previous Mentor‑Protégé Development Plans and Protégé accomplishments should be addressed in this field.
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