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GSA Mentor-Protégé Program


									                                       U.S. General Services Administration
                                        Office of Small Business Utilization

            Doing Business with GSA: Part III
                Mentor-Protégé Program

Anthony “Tony” Eiland
Mentor-Protégé Program Manager
Office of Small Business Utilization

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  knowledge to the small business whether downloading
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  education session or as a reference document for those
  times you just need to review a section or two.

 Our goal is to connect you to opportunities in our agency.
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1.   Program Criteria
2.   Program Benefits
3.   Application Process
4.   Performance Expectations
5.   Evaluation Criteria

    Program Background

• GSA Mentor-Protégé Program was officially
  established on September 14, 2009
• Policies and Procedures are set forth by the
  General Services Administration Acquisition
  Manual (GSAM) 519.7004
• Program is available to all Small Business in all
  Categories based on NAICS as defined by FAR
      Program Overall Benefits

•   Encourage and Motivate Small Business Growth
•   Enhance Protégé Capabilities & Capacity
•   Foster Long-Term Relationships
•   Increase Access to Small Business
•   Increase Opportunity to Existing Small Business
    Schedule Holders to increase work

    Benefits to Mentor Participation

• Allows for teaming opportunities with the Protégé
  firms to win new contracts and opportunities
• Benefit of learning from the Protégés about new
  and innovative products and services
• Assistance in fulfilling subcontracting plan (Prime
  contractors’ subcontracting plans containing
  Mentor-Protégé Agreements can be evaluated
  more favorably than subcontracting plans without
  Mentor-Protégé Agreements)
    Benefits to Mentor Participation (Cont.)

• Evaluation factor credit on GSA opportunities
• Eligible for an annual non-monetary award
  presented to the Mentor firm providing the most
  effective developmental support to a Protégé
• Being recognized as a “corporate mentor” within
  the GSA procurement system and capable of using
  this as a marketing tool with Contracting Officers

     Benefits to Protégé Participation

• Allows for new teaming opportunities
• Ability to enhance business capability to perform
  successfully through technical, managerial, financial and
  developmental assistance;
• Increased supplier/distribution base;
• Increased opportunities to perform as a subcontractor or
• Ability to develop long-term business relationships; and
• Marketing tool in for business capabilities
Program Participation

 Active Agreements
   • Number currently in place
   • Regional participation coverage

 Primary Industries of Participants
    • Professional Services / IT
   •   Construction Services
   •   Facilities Maintenance
   •   Architecture / Design
   •   Specialty Services
   •   Security Services               9
      Small Business Categories

Program participation as a Protégé is open to all
acknowledged small businesses, to include:
  •   Small Businesses (according to NAICs)
  •   Small Disadvantaged Businesses (SDB) / 8(a)
  •   Woman-Owned Small Businesses
  •   Veteran Owned Small Businesses
  •   Service Disabled Veteran-Owned Small Business
  •   HUB Zone Small Businesses
Various Protégés qualify under more than one category
    Program Criteria

•   Eligibility Requirements
•   Identifying a Mentor or Protégé
•   Application Process
•   Program Reporting

     Eligibility Requirements For Mentors

• Mentors can be either Large or Small Businesses
• Mentor must have either a GSA Schedule or an active
  GSA contracting vehicle (BPA, GWAC, etc.)
• Large Businesses must be performing under an approved
  subcontracting plan (not applicable if Mentor is a Small
• Have capability and capacity to Mentor
• Must be eligible for the Award of Federal contracts
• Not listed on the “Excluded Parties List”
    Eligibility Requirements For Protégés

• Protégé must be a small business according to the
  SBA size standards in the North American
  Industrial Codes (NAICs)
• Mentorship would be constructive and practical
• Be eligible for the award of Federal contracts
• Not listed in the “Excluded Parties” List System
• Not barred from participation in Mentor-Protégé
   Identifying a Mentor or Protégé

 Mentor and Protégé firms are responsible for
 selecting each other as a Mentor or Protégé

GSA Does Not Formally Match up
     Mentors & Protégées

    Program Specifics

• Mentors are permitted to have more than one
  Protégé in the Program at one time (A separate
  Mentor-Protégé Agreement must be submitted for each
  Mentor-Protégé relationship)

• Protégés are allowed to only have one Mentor
  while in the Program at a time

  Program Specifics (Cont.)

The GSA Mentor-Protégé Program is a
non-credit, non-reimbursable Program

GSA will not provide the Mentor firm with
monetary reimbursement for the cost of
developmental assistance incurred supporting the
Protégé firm

  Application Requirements

All Mentor-Protégé Applications must contain the
following to be considered for approval:

  A signed Mentor-Protégé Application (GSA Form 3695)
  A signed Mentor-Protégé Agreement
  Protégé Needs Assessment performed by the Mentor Firm

Applications will be evaluated for approval by the Mentor-
Protégé Program Manager based on the extent to which the
Mentor plans to provide developmental assistance to the
  Application Requirements (Cont.)

After a Mentor-Protégé Applications has been approved,
the following items are highly recommended for
performance success in the Program:

  GANTT Chart to explain and track the critical path
   (e.g. projected tasks, timelines and milestones) of the
   Protégés developmental progress
  Schedule a formal kick-off meeting with the Program
   Manager (this can be in person or over the phone via
   conference call)

     Application Process

• Mentor identifies a potential Protégé
• Mentor enters into a Mentor-Protégé Agreement with
• Mentor submits application – The approval process takes
  approximately 30 business days
• Acceptance into Program – After the application has been
  reviewed and approved, the Program Manager will alert the
  Mentor firm, in writing, as well as provide them with an
  Acceptance Letter that can be used in proposals and to
  market to potential customers
   Mentor-Protégé Agreements - Basics

Expected Mentor-Protégé Agreement basics:
 Names & Titles of Responsible Parties
 Contact Phone Numbers / E-mails
 Eligibility Statement
 Determined Timeframe for Agreement
 Termination Terms & Requirements
 Milestones & Expectations
 Planned Developmental Assistance Type

   Mentor-Protégé Agreements –
   Developmental Assistance

Examples of developmental assistance a Protégé
may receive from a Mentor:
 Financial Management Guidance
 Organizational Management Guidance
 Overall Business Management/Planning Guidance
 Specific Technical Assistance
 Rent free use of facilities and/or equipment
 Temporary assignment of personnel for specific training

  Program Evaluation Reports

The Mentor-Protégé Program Manager will semi-annually
evaluate the Mentor-Protégé collaboration using the
following criteria:
  Satisfactory progress toward the stated goals of the Agreement;
  Improved competency of the Protégé in specific aspects of
   business development;
  Decreased reliance on the Mentor by the Protégé for technical
   knowledge, equipment, personnel; and,
  Increased numbers of subcontracting projects and opportunities
   and/or increased opportunities for the Protégé as a prime

     Program Overall Goals

• Encourage New Business Partnership Opportunities

• Increased Small Business Involvement within GSA

• Encourage Small Business Developmental Growth

• Improved Overall Subcontracting Goals

Accessing OSBU

       (information and feedback changing small
        business partnerships)

       GSA, Office of Small Business Utilization
       (Fan Page with lots of updates)

           OSBU Partners for Small Business

 Small Business Administration
  SBA provides business counseling, training and business development
  specialists providing free and low-cost services in your area.
  1-800-U-ASK-SBA (1-800-827-5722)

 The Association of Procurement Technical Assistance Centers PTACs are
  dedicated to assisting businesses seeking to compete successfully in federal,
  state and local government contracting.

 Federal OSBU Agency Offices
  The Small Business Act as amended by Public Law 95-507 established the
  Office of Small and Disadvantaged Business (OSDBU) to promote the
  maximum practicable use of all designated small business categories within
  the Federal Acquisition process.
                   GSA Sources of Support

• PBS Industry Relations          • National Customer              • Office of Small Business
  866-727-8363                      Service Center (NCSC)            Utilization         (800) 488-3111                   855-OSBUGSA         
• Construction, Real Estate,                                       •
  Architecture, Interior Design   • Commercial Products and
                                    Services                       •

                                  Federal                          Office of
Public Building
                                  Acquisition                      Small Business
                                  Service                          Utilization

We want to hear from you. Please share your success stories, comments,
questions and concerns.

 Anthony “Tony” Eiland
 General Services Administration
 Office of Small Business Utilization
 1-855-OSBUGSA (672-8472)
                                        SMALL BUSINESS SOLUTIONS

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