Microsoft PowerPoint - Shawn Ralston_AECOM_Getting the Most out of your Mentor-Protégé Relationship.pptx

GettingtheMostoutofyourMentor‐

ProtégéRelationship:AMentor’s

Perspective

ShawnRalston

SmallBusinessLiaisonOfficer

AECOM’sDesignandConsultingServicesGroup

 Whatdoyouwanttogetoutofanagreement?

 Haveyoudoneyourhomework?

 WhatareMentorslookingfor?

 WhatistheMentor’sApproach?

 WhichMentor‐ProtégéProgramisrightforyou?

 SBA’sMentor‐ProtégéPrograms

 JointVenturingThrough SBA’sMentor‐ProtégéPrograms

 AdditionalResources

TopicsforDiscussion

Whatdoyouwanttogetoutofanagreementand

whatdoessuccesslooklike?

 JointVenture?

 FinancialAssistance/EquityorLoans?

 Pipeline/Growth?

 AvoidAffiliation?

 NewCertifications?

 EnhancedInfrastructure?

 NewTechnology?

 ClientRecognition?

EnhancedStrategicRelationship?

AccesstoNewMarkets?

BeHonestwithYourselfandMentor!

Haveyoudoneyourhomework?

 Haveyouwork edcontractuallywithyour

potentialmentor?

 Howhasyourperformancebeenwithyour

potent ialmentor?

 Doesthatclienthaveamentor‐protégéprogram?

 Ifyouhaveworkedwiththementor,underwhatclient?

 Areyoueligibletobeaprotégéunderthatprogram?

 Doesthementor

participateinmentor‐protégéprogramsandifsowhichones?

 Haveyoureviewedthementor’swebsiteonmentor‐protégé?

 Whoareyourpointsofcontactwiththementorandwhataretheirroles?

 WhomightserveasyourchampionoragreementPM?

AdditionalQuestiontoAskYourself

 Doyoumeetthementor’srequirementsandhaveyoureviewedtheagency’s

websiteonmentor‐protégé?

 Haveyoumetwiththeagency’smentor‐protégédirectororotherswithinthe

OSDBUoffice?

 Whataretheincentivesforparticipatingunderthegivenprogram?

o Reimbursement?

o EvaluationCredit?

o CompulsoryParticipationforaspecificprocurement?

 Canyoudedicatesufficienttimeandresourcestomakingtheprogramwork?

BeHonestwithYourself!

 Doyourcapabilitiesoverlapwithacurrentprotégéofthementor

 Whatbenefitsarethereforparticipatingwithyouunderthegivenprogram?

 Shouldyouhirealawyertohelpwiththeagreement/JV/LLC?

WhatareMentorslookingfor?

 CurrentTeammate,Subcontractor,orSmallBusinessPrime

 Valuepropositionwithinthemarket(e.g.str ategicrelationship,

complementaryskill)–Thereisacosttoanagreementforthementor

 Matureenoughfortheassistancetobebeneficial(mayhaveaminimumsize

measuredinreve nueoremployees)

 Strategiclong‐termvalueas

bothasubcontractorandSBPrime

 Nocompetitionwithcurrentprotégécapabilitiesandnoactivementor‐

protégéagreementwithinthetargetedagencyoranyotheragency

 Activewithinthefederalspace– holdingafederalcontr actorsubcontractfora

periodoftime

 Compatiblebusinessethicsandphilosophy

 Financiallystable

andviable(mayrequestinformationtosupportthis)

Whatisthementor’sapproach?

 Discussionswithcurrentclientfacingpointsofcontract

 InvolvementoftheSmallBusinessLiaisonOfficer/BD/Operations

 DiscussionswiththeagencySBOfficeorMentor‐ProtégéProgramManager

 Questionnairecompletionbyprotégé/Needsassessment(requiredbymost

mentor‐protégéprograms)

 Financialscreening(somementorsrequirethis)

 Draftagreement–involvesagoodbit

ofbackandforthtoensureagreementis

targetedandassistanceisneededandwanted

 Signingofagreementandsubmissiontoagencyforapproval

 Kick‐offmeeting(Internaland/orExternal)

 ExecuteandReportasneeded(AgencyReports&ProgramManagementReview)

 PostAgreementProtégéReporting(tohelpmeasureimpact)

Whichmentor‐protégéprogramisrightforyou?

 SmallBusinessAdministration:8(a)

 SmallBusinessAdministration:AllSmall

 DepartmentofHomelandSecurity

 NationalAeronauticsandSpace

Administration

 DepartmentoftheTreasury

 DepartmentofTransportation

 FederalAviationAdministration

 DepartmentofEnergy

 GeneralServicesAdministration

 USAgencyforInternationalDevelopment

 DepartmentofState

 DepartmentofDefense

oNavy

oAirForce

o Army

oDefenseLogisticsAgency

oMissileDefenseAgency

oPEOSTRI

(Army’sProgramExecutiveOfficeSimulation,TrainingandInstrumentation)

o CECOM/C4ISR

(Army’sCommunications‐ElectronicsCommand)

oNationalSecurityAgency

oU.S.SpecialOperationsCommand

oNationalGeospatialIntelligenceAgency

oDefenseIntelligenceAgency

oDefenseContractManagementAgency

(Credit)

WhataretheMPProgram’sRequirements?

 IsthementorEligible? 

Dotheyalreadyhave3SBAProtégésAlready?

Dotheyhaveaprotégéthatdoesthesamethingasyou

 Areyoueligiblytobeaprotégé

 DoDProgramisopentoSDB,WOSB,HUBZone,SDVOSB

 SBAprogramhastwo programs–UniversalProgram

and8(a)Program

 SomeProgramhavelimitstohowlongyoucanbeaprotégé–SBA

currently‐‐‐ DoDislookingatpotentiallyaddingnewlimitations

 Whencananagreementbesubmitted?

 Somehavesubmissionwindowsandsomeofferrollingsubmission

SBAMentor‐ProtégéPrograms

 SBAofferstwooptionsforMentor‐ProtégéParticipation:Theprev iouslyestablished

8(a)Mentor‐ProtégéProgramandthenewUniversalMentor‐ProtégéProgram.These

Programsareseparateprograms

 ThenewMentor‐ProtégéProgramismodeledonthecurrent8(a)Mentor‐Protégé

Program

 BothprogramsallowforJointVenturesbetweenmentorandprotégéwiththeresulting

jointventurequalifyingbasedonprotégéSBstatus(HUBZone,WOSB,etc.)

 Exemptsassistanceincorporatedintheapprovedagreementfromanaffiliationfinding

 Mentorcan ownupto40%oftheprotégé

 SBAbeganacceptingapplicationsforthenewUniversalMPPbeginningOctober1,

2016.Agreementsaredonethroughanon‐linesubmission

 Applicants(bothmentorsandprotégés)arerequiredtocompleteonlinetraining

moduleandupload certificateofcompletiontocertify.sba.govBEFORE completionof

applicationprocess

SBAMentor‐ProtégéPrograms

 ForbothSBAprograms,aprotégémustbesmallunderitsprimaryNAICScodeORbe

seekingassistanceinsecondaryNAICScodeunderwhichitissmall.

o Thisisachangefromfairlystrictrequirementsthatwereinplaceforthe8(a)MPP

 Willapprovea2ndmentoronlyif:

2ndrelationshippertainstounrelatedNAICScode

ANDprotégéseekstoacquirespecificexpertisefirstmentordoesnotpossess.

o Itisprobablynotagreatideatoseeka2ndagreementasitwouldmakeitvery

difficulttomanage

 Firmsthatcompletetheir8(a)eligibilitywhileinthe8(a)MPP,maytransferthe

agreementtotheUniversalMPPprovidedtheystillqualifyasSBfortheirprimaryNAICS



code.

 Generally,amentorwillhavenomorethanoneprotégéatatime,however,mentormay

haveuptothreeprotégésifthereisnoadverseimpactonan yprotégé.

 Thisisalimitof3protégésacrossbothSBAprograms.Thelimitofthreeappliesat

thecompanylevel.

 Agreementsmaybeuptothreeyearsandcanbee xtended‐ ProtégémaybeintheSBA

programsnomorethansixyears

JointVenturingthroughSBA’sMPPs

 JointVenturingbetweenLBmentorandSBprotégéasasmallbusiness

(exemptionfromaffiliation)canonlyoccuronceSBAhasapprovedthe

mentor‐protégéagreement.

 TheJointVentureformedbetweenamentorandprotégéwillenjoythe

sameSBeligibilityoftheprotégé(e.g.HUBZone protégécanjointventure

withLBmentorasaHUBZoneJV)

 AjointventureformedthrougheitheroftheSBAProgramscanbidon

opportunitiesuntiltheJVisawardeditsthirdcontr act.Thismeansthateach

JVcanwinmorethanthreeawardsdependingonthetimingofthebids.

However,eachJVhasa2yearclockthatstartsafterthefirstaward.

 ItispossibletoformadditionalJVsbutatsomepointtheSBAmayfind

affiliation basedon“suchalongstandinginter‐relationshiporcontractual

dependencebetweenthesamejointventurepartners”

JointVenturingthroughSBA’sMPPs

 Themanagingpartner(SB)tothejointventuremustperform40%ofthe

workperformedbythejointventure.Thisisinadditiontothejointventure

meetingtheapplicablelimitationonsubcontractingrequirementineach

awardedSBset‐aside.

 Everyt hingisbuiltonthementor‐protégéagreement.IftheSBAfindsthat

thetermsoftheagreementarenotmet,theagreementmaybe

discontinuedandtheabilitytojointventurewouldend.Theremayalso be

otherconsequencesforthementorfornotprovidingtheagreedto

assistance.

 Whenevaluatingthepastperformanceandexperienceofanentity

submittinganofferforancontr actasa jointventureapprovedbySBA,a

procuringactivitymustconsiderworkdoneindividuallybyeachpartnerto

thejointventureaswellasanyworkdonebythejointventureitself

previously.ThisisanewadditiontotheCodeofFederalRegulations!



Additional Resources

 SBA Universal Mentor-Protégé Website

https://www.sba.gov/navigation-structure/all-small-mentor-protege-program

 SBA 8(a) Mentor-Protégé Website

https://www.sba.gov/contracting/government-contracting-programs/8a-business-development-program/mentor-protege-program

 Department of Defense Mentor-Protégé Website

http://business.defense.gov/Programs/Mentor-Protege-Program/

 AECOM Mentor-Protégé Website:

http://www.aecom.com/content/small-businesssupplier-diversity/mentor-protege-program/

 Federal Small Business Offices

http://business.defense.gov/Small-Business/Federal-Small-Business-Offices/

 SBA Cetify.Gov Website

https://certify.sba.gov/