SBA Mentor/Protégé Program Lessons

Learned

National 8(a) Conference

Anchorage, AK

June 16, 2015

Agenda• 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 StructureRank Primary and Sub-Category

ObjectivesInitial

AssessmentUpdated

Assessment02/20/2015

Expected Completion Date

  Management and Technical Capabilities  2 Technical Writing Red Yellow 5/1/20156 Inventory Management Red Green NA7 Project Management Red Yellow 5/31/20159 Information Mgmt Yellow Yellow When funding permits  Business Development  

11 Marketing Plan Yellow Yellow 7/1/201512 Marketing Materials Yellow Green NA5 Requirements Gathering Red Green NA1 Proposal Development Red Green NA13 Website Yellow Yellow When funding permits

Added Facility Security Clearance RedYellow

3/17/2015

  Contracting Assistance  4 Federal Contracting Red Green NA8 Subcontracts/Purchasing Red Yellow 7/1/20153 Joint Venture Red Green NA  General and Administrative  

10 Government Accounting System Red Yellow 5/1/201514 Human Resources – Policies &

ProceduresYellow

Yellow7/1/2015

15 Human Resources-Benefits Yellow Green NA16 Legal Yellow Green NA

Example MPA OutcomePrimary and Sub-

Category ObjectivesCorporate

AssessmentObjective Protégé Participation/Outcome

Management and Technical Capabilities  Inventory Management Outcome

Achieved 

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