SBA Mentor/Protégé
Program Lessons
Learned
National 8(a)
Conference
Anchorage, AK
June 16, 2015
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Overview of the Mentor and the Protégé
The Outcomes Approach
Lessons Learned by the Mentor
Lessons Learned by the Protégé
MPA Learning Outcomes Structure
– Example MPA Learning Outcome
• Business Outcomes for the Vista/Chenhall
Tek Joint Venture, LLC.
Overview of the Mentor and the
Protégé
• Mentor – Vista International Operations
– Graduated 8(a) Company Wholly-Owned
Subsidiary of Bristol Bay Native Corporation
– Military IT Enterprise Management
– Logistics Automation
– Visual Information
– OCONUS Distributor of Protective Products
• Protégé – Chenhalls Staffing
– L48 Native-Owned Staffing and Accounting
Business
– In Business 63Years Before Entering the 8(a)
Program
• Both the Mentor and Protégé were/are
Connected to the Iowa SBA District Office
The Outcomes Approach
• Meaningful Approach to Provide
Assistance to a Protégé
• Designation of Business-Related
Learning Outcomes that are
Measureable and Applicable
– Management and Technical Capabilities
• Facilities Security Clearance
– Business Development and Capture
– Contracting Assistance
– General and Administrative
• Accounting
• Human Resources
• Legal
Lessons Learned by the Mentor
• The MPA and the JVA are Two Completely
Separate Entities/Experiences
• Regular and Documented MPA Meetings
• Always Measure Performance to the
Goals Set for the MPA. Don’t Get
Distracted by Peripheral Items
• Regular Communications and Updates for
the SBA District Office
• The MPA is Going to Take More Time and
Resources than You Initially Imagine
• Pick Your Protégés Carefully and
Establish Protégé Criteria Prior to the
Selection Process
Lessons Learned by the Protégé
• Marketing to the Government.
• Methods for Locating Contracting Opportunities.
• Proposals: Compiling, Writing, Projection of
Costs and Pricing.
• DCAA Accounting (Chart of Accounts, Job
Costing, Pricing)
• Invoicing and Submission via WAWF/IRAP
System
• The Process and Requirements Needed to
Obtain and Maintain a Facilities Clearances
• Select a Knowledgeable (and Patient) Mentor
MPA Learning Outcomes Structure
Rank
2
6
7
9
11
12
5
1
13
Added
4
8
3
10
14
15
16
Primary and Sub-Category
Objectives
Management and Technical Capabilities
Technical Writing
Inventory Management
Project Management
Information Mgmt
Business Development
Marketing Plan
Marketing Materials
Requirements Gathering
Proposal Development
Website
Facility Security Clearance
Contracting Assistance
Federal Contracting
Subcontracts/Purchasing
Joint Venture
General and Administrative
Government Accounting System
Human Resources – Policies &
Procedures
Human Resources-Benefits
Legal
Initial
Assessment
Updated
Assessment
02/20/2015
Expected Completion Date
Red
Red
Red
Yellow
Yellow
Green
Yellow
Yellow
5/1/2015
NA
5/31/2015
When funding permits
Yellow
Yellow
Red
Red
Yellow
Red
Yellow
Green
Green
Green
Yellow
7/1/2015
NA
NA
NA
When funding permits
3/17/2015
Red
Red
Red
Green
Yellow
Green
NA
7/1/2015
NA
Red
Yellow
5/1/2015
7/1/2015
Yellow
Yellow
Yellow
Yellow
Yellow
Green
Green
NA
NA
Example MPA Outcome
Primary and SubCategory Objectives
Corporate
Assessment
Management and Technical Capabilities
Inventory Management
Outcome
Achieved
Objective
Protégé Participation/Outcome
Managing inventory, whether it be tools,
materials, or corporate assets, is a critical
skillset for managing an enterprise of a Federal
contractor. The protégé will work closely with
the Project Manager of the Ammunition
Support Team in order to learn the basic
expectation of managing the accountability of
Government property.
Employee(s) of the protégé will be trained in basic ammunition
inventory management skills. At the completion of the training,
the employee(s) will be able to successfully execute basic skills
such as the correct preparation of DA Form 3151 in recording
the transfer of Government property. The protégé employee
will also be able to change and document a condition code
change in a stored asset.
Chenhall’s employees will learn the skills associated with an
ammunition inventory specialist and be able to correctly
process DA Form 3151 upon request.
Business Outcomes for the
Vista/Chenhall Tek Joint Venture, LLC.
• Army Sustainment Command –
Ammunitions Support Team for
Army Prepositioned Stocks
Class V.
– Five-Year Contract
Business Outcomes for the
Vista/Chenhall Tek Joint Venture, LLC.
• Army G6 Command Information
Technology Support Services
– Three-Year Contract