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Mentor Protege (PDF) - Texas Department of Public Safety

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<strong>Texas</strong> <strong>Department</strong> <strong>of</strong><br />

<strong>Public</strong> <strong>Safety</strong><br />

Procurement and Contract Services<br />

HUB Program Office<br />

<strong>Mentor</strong> Protégé Program<br />

1


<strong>Mentor</strong> Protégé Program Overview<br />

Topics<br />

State Agency Requirements<br />

• Benefits to State Agencies<br />

• <strong>Mentor</strong> Protégé Mission<br />

<strong>Mentor</strong> Protégé Requirements<br />

• <strong>Mentor</strong> Eligibility and Selection Criteria<br />

• Areas <strong>of</strong> Pr<strong>of</strong>essional Development Assistance<br />

• Protégé Eligibility and Selection Criteria<br />

2


<strong>Mentor</strong> Protégé Program Overview<br />

Topics (Cont.)<br />

<strong>Mentor</strong> Protégé Requirements (Cont.):<br />

• Areas <strong>of</strong> Pr<strong>of</strong>essional Development<br />

Written <strong>Mentor</strong> Protégé Agreements<br />

• Deadline for Written <strong>Mentor</strong> Protégé Agreements<br />

• Announcement Date <strong>of</strong> New <strong>Mentor</strong> Protégé<br />

Relationships<br />

3


<strong>Mentor</strong> Protégé Program Overview Topics<br />

(Cont.)<br />

<strong>Mentor</strong> Protégé Requirements for Procurements and<br />

Contracts<br />

4


<strong>Mentor</strong> Protégé Program Overview<br />

State Agency Requirements<br />

5


State Agency Requirements (Cont.)<br />

• Agencies with biennial budgets that exceed<br />

$10 million;<br />

• Program may be implemented:<br />

• Individually;<br />

• Cooperatively with other agencies; and/or<br />

with;<br />

• Other public entities and private<br />

organizations.<br />

6


State Agency Requirements (Cont.)<br />

• Program features should be flexible to<br />

maximize participation;<br />

• Participation is neither a guarantee for a<br />

contract opportunity nor a promise <strong>of</strong><br />

business; and,<br />

• Program’s intent is to foster long-term<br />

relationships between prime contractors and<br />

HUBs.<br />

7


Benefits to State Agencies<br />

Some benefits include, but are not limited to:<br />

●<br />

Strengthening subcontracting opportunities;<br />

●<br />

Achieving a potential increase in HUB program<br />

goal accomplishments; and,<br />

●<br />

Acquiring an expanded base <strong>of</strong> qualified HUB<br />

businesses.<br />

8


<strong>Mentor</strong> Protégé Program Mission<br />

Three key components:<br />

•Foster long-term relationships between prime<br />

contractors and HUBs;<br />

•Increase the ability and capacity <strong>of</strong> HUBs to<br />

become awarded contractors; and,<br />

•Increase HUB subcontracting.<br />

9


<strong>Mentor</strong> Protégé Program Overview<br />

<strong>Mentor</strong> Protégé Requirements<br />

10


<strong>Mentor</strong> Protégé Requirements (Cont.)<br />

What/who is a <strong>Mentor</strong>?<br />

What/who is a Protégé?<br />

Who wants to give me assistance? Develop New Business Relationships?<br />

11


<strong>Mentor</strong> Protégé Program Requirements (Cont.)<br />

• Include mentor eligibility and selection criteria;<br />

• Include protégé eligibility and selection<br />

criteria;<br />

• HUB Coordinators/Administrators shall<br />

facilitate compliance;<br />

12


<strong>Mentor</strong> Protégé Program Requirements (Cont.)<br />

• Notify potential mentors and protégés that<br />

participation is voluntary;<br />

• <strong>Mentor</strong>(s) and Protégé(s) should agree on the<br />

nature <strong>of</strong> their involvement; and,<br />

• Submit a Supplemental Letter with the HUB<br />

Report or LAR<br />

13


<strong>Mentor</strong> Eligibility and Selection Criteria<br />

• Complete an agency <strong>Mentor</strong> Application;<br />

• Attend the agency Orientation;<br />

• Comply with agency Reporting Requirements;<br />

14


<strong>Mentor</strong> Eligibility and Selection Criteria (Cont.)<br />

• Be In “Good Standing” with the State;<br />

• Have Successful work history;<br />

• Register on the CMBL (Preferred);<br />

• Able to Provide Pr<strong>of</strong>essional Assistance (Preferred);<br />

and,<br />

• <strong>Mentor</strong>ing Experience (Preferred)<br />

15


Areas <strong>of</strong> Pr<strong>of</strong>essional Development<br />

Assistance<br />

<br />

Business Planning<br />

<br />

Government Procurement<br />

<br />

Bonding and Insurance<br />

<br />

Project Planning<br />

<br />

Bookkeeping/Accounting<br />

<br />

Quality Assurance<br />

<br />

Business Presentation Skills<br />

<br />

Business Process<br />

<br />

Business Technology<br />

<br />

Operations Budgeting<br />

<br />

<br />

Business Financial<br />

Planning<br />

Bidding<br />

<br />

<br />

Operations Budgeting<br />

Organizational /Structure<br />

<br />

Government Bidding<br />

16


Protégé Eligibility and Selection Criteria<br />

• Complete an agency Protégé Application;<br />

• Attend the Agency Orientation;<br />

• Comply with agency Reporting Requirements;<br />

• Willing to become a certified HUB;<br />

17


Areas <strong>of</strong> Pr<strong>of</strong>essional Development<br />

<br />

Business Planning<br />

<br />

Quality Assurance<br />

<br />

Bonding and Insurance<br />

<br />

Business Process<br />

<br />

Bookkeeping/Accounting<br />

<br />

Operations Budgeting<br />

<br />

Business Presentation Skills<br />

<br />

Operations Budgeting<br />

<br />

Business Technology<br />

<br />

Organizational /Structure<br />

<br />

<br />

Business Financial<br />

Planning<br />

Bidding<br />

<br />

<br />

Government Procurement<br />

Project Planning<br />

<br />

Government Bidding<br />

18


<strong>Mentor</strong> Protégé Program Overview<br />

Written <strong>Mentor</strong> Protégé Agreements<br />

19


Written <strong>Mentor</strong> Protégé Agreements<br />

The agreement must state that:<br />

•Participation by both the mentor and protégé is<br />

voluntary;<br />

•Participation is neither a guarantee for a contract<br />

opportunity nor a promise <strong>of</strong> business;<br />

•Program's intent is to foster positive long-term<br />

business relationships.<br />

20


Written <strong>Mentor</strong> Protégé Agreements (Cont.)<br />

The agreement must state that (Cont.):<br />

• Identification <strong>of</strong> the developmental areas;<br />

• Time period (no more than 2 years);<br />

• General Information (e.g., Name, contact<br />

persons, etc.);<br />

• Notification to Terminate Relationship; and,<br />

• Timeline to report progress <strong>of</strong> the relationship to<br />

the sponsoring agency.<br />

21


<strong>Mentor</strong> Protégé Program Overview<br />

<strong>Mentor</strong> Protégé Requirements for<br />

Procurements and Contract<br />

22


<strong>Mentor</strong> Protégé Requirements for<br />

Procurements and Contract<br />

A respondent's participation in a <strong>Mentor</strong>-Protégé<br />

Program under Government Code, §2161.065, and the<br />

submission <strong>of</strong> a protégé as a subcontractor in the HUB<br />

subcontracting plan constitutes a good faith effort for<br />

the particular area to be subcontracted with the protégé.<br />

When submitted, state agencies may accept a <strong>Mentor</strong>-<br />

Protégé Agreement that has been entered into by the<br />

respondent (mentor) and a certified HUB (protégé).<br />

23


<strong>Mentor</strong> Protégé Requirements for<br />

Procurements and Contract<br />

The agency shall consider the following in<br />

determining the respondent's good faith effort:<br />

• (A) if the respondent has entered into a fully executed<br />

<strong>Mentor</strong>-Protégé Agreement that has been registered<br />

with the comptroller prior to submitting the plan,<br />

and,<br />

• (B) if the respondent's HUB subcontracting plan<br />

identifies the areas <strong>of</strong> subcontracting that will be<br />

performed by the protégé.<br />

24


Procurement and Contract Services<br />

HUB Program Office<br />

• Dana L. Collins, CTPM<br />

Procurement and Contract Services Director<br />

- (512) 424-5628<br />

- dana.collins@dps.texas.gov<br />

• Carlos A. Balderas, CTPM<br />

HUB Program Liaison<br />

- (512) 486-6455<br />

- carlos.balderas@dps.texas.gov<br />

25

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