MWSBE_Mentor_Protege_Development_Plan_Form.docx

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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

This is a Mentor-Protege Development Plan form designed for Leon County, Florida's Minority and Women Business Enterprise (MWSBE) program to structure mentoring relationships between established firms and developing small businesses. The form serves as a guiding document completed jointly by mentor and protege firms to identify the specific assistance and education the mentor will provide throughout the relationship, with annual submission to the MWSBE Division to document progress and establish new goals. The form addresses five key areas: protege background and experience (including personnel, capital, and equipment inventory); mentor-protege management and technical assistance focused on internal business processes and management systems; financial assistance plans encompassing equity investments, loans, or bonding; contracting plan assistance covering navigation of the contracting process and capacity building for local government projects; and business development planning including strategic planning and identification of new markets and opportunities.

The development plan requires annual completion and submission following the initial year of the mentor-protege relationship, with each subsequent submission addressing previously identified goals and documenting protege accomplishments. This structured approach directly supports Leon County's RFP BC-2025-040 for Building Mechanical, Plumbing, Electrical and Fire Protection Engineer Professional Services, which incentivizes mentor-protege relationships by awarding up to two additional points for firms engaged in such arrangements. The RFP establishes aspirational MWSBE participation goals of 8% for Minority Business Enterprise and 6% for Women Business Enterprise, with scoring incentives available for achieving these targets, thereby creating opportunities for smaller firms to develop capacity and compete for professional services contracts with construction values ranging from $10,000 to $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.

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