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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 Introduction This training was developed to provide a wealth of knowledge to the small business whether downloading from our website for a quick view, taking notes during a 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. Let us know how we are doing and how we can improve. You can reach us at www.gsa.gov/osbu . 2 Purpose 1. Program Criteria 2. Program Benefits 3. Application Process 4. Performance Expectations 5. Evaluation Criteria 3 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 19.001 4 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 5 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) 6 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 7 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 supplier; • Ability to develop long-term business relationships; and • Marketing tool in for business capabilities 8 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 10 Program Criteria • Eligibility Requirements • Identifying a Mentor or Protégé • Application Process • Program Reporting 11 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 Business) • Have capability and capacity to Mentor • Must be eligible for the Award of Federal contracts • Not listed on the “Excluded Parties List” 12 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 Programs 13 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 14 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 15 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 16 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 (recommended) 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 Protégé 17 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) 18 Application Process • Mentor identifies a potential Protégé • Mentor enters into a Mentor-Protégé Agreement with Protégé • 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 19 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 20 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 21 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 22 Program Overall Goals • Encourage New Business Partnership Opportunities • Increased Small Business Involvement within GSA • Encourage Small Business Developmental Growth • Improved Overall Subcontracting Goals 23 Accessing OSBU www.twitter.com/gsaosbu (information and feedback changing small business partnerships) www.facebook.com GSA, Office of Small Business Utilization (Fan Page with lots of updates) 24 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. www.sba.gov 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. http://www.aptac-us.org/new 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. http://www.osdbu.gov 25 GSA Sources of Support • PBS Industry Relations • National Customer • Office of Small Business 866-727-8363 Service Center (NCSC) Utilization IndustryRelations@gsa.gov (800) 488-3111 855-OSBUGSA www.gsa.gov/pbs NCSCcustomer.email@example.com firstname.lastname@example.org www.gsa.gov/fas www.gsa.gov/osbu • Construction, Real Estate, • gsa.gov/smallbizsupport Architecture, Interior Design • Commercial Products and Services • www.osdbu.gov Federal Office of Public Building Acquisition Small Business Service Service Utilization 26 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 www.gsa.gov/osbu www.gsa.gov/mentorprotege 1-855-OSBUGSA (672-8472) SMALL BUSINESS SOLUTIONS 27
"GSA Mentor-Protégé Program"