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Orlando, FL February 12, 2014

Getting the Most out of your Mentor-Protégé Relationship : A Mentor's Perspective. Orlando, FL February 12, 2014. This document is confidential and is intended solely for the use and information of the client to whom it is addressed. Table Of Contents.

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Orlando, FL February 12, 2014

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  1. Getting the Most out of your Mentor-Protégé Relationship: A Mentor's Perspective Orlando, FL February 12, 2014 This document is confidential and is intended solely for the use and information of the client to whom it is addressed.

  2. Table Of Contents What do you want to get out of an agreement? Have you done your homework? Which Mentor-Protégé Program is right for you? Have you thought about what mentors are looking for? What is the mentor’s approach? Resources Filename/RPS Number

  3. What do want to get out of an agreement? What does success look like? • New certifications? • Enhanced Infrastructure? • New Technology? • Enhanced Strategic Relationship? • Client Recognition? • Access to New Markets? • Growth? • Joint Venture? • Financial assistance in the form of equity or loans?

  4. Have you worked contractually with the mentor? Who are your points of contact with the mentor? How has your performance been with that mentor? If you have worked with the mentor, under what client? Does that client have a mentor-protégé program? Are you eligible to be a protégé under that program? Does the mentor participate in mentor-protégé programs? Have you reviewed the mentor’s website on mentor-protégé? Have you done your homework? • Do you met the mentor’s requirements? • 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? Reimbursement? Evaluation Credit? Compulsory Participation for a specific procurement? • Can you dedicate sufficient time and resources to making the program work? • What do you want to get out of an agreement? • What benefits are there for participating with you under the given program?

  5. Which mentor-protégé program is right for you? SBA VA HHS DHS State Energy USAID Treasury NASA GSA FAA EPA DoD

  6. The SBA Mentor-Protégé Program – Protégé Eligibility • In order to initially qualify as a protégé firm, a Participant must: • Be in the developmental stage of program participation; or • Have never received an 8(a) contract; or • Have a size that is less than half the size standard corresponding to its primary NAICS code. • Only firms that are in good standing in the 8(a) BD program (e.g., firms that do not have termination or suspension proceedings against them, and are up to date with all reporting requirements) may qualify as a protégé. • A protégé firm may generally have only one mentor at a time. A second mentor for a particular protégé firm may be approved where the second relationship will not compete or otherwise conflict with the business development assistance set forth in the first mentor/protégé relationship and either: • The second relationship pertains to a, secondary NAICS code; or • The protégé firm is seeking to acquire a specific expertise that the first mentor does not possess. • A protégé may not become a mentor and retain its protégé status. The protégé must terminate its mentor/protégé agreement with its mentor before it will be approved as a mentor to another 8(a) Participant. • SBA will not approve a mentor/protégé relationship for an 8(a) Participant with less than six months remaining in its program term. Filename/RPS Number

  7. There are several options within DoD • Army • Navy • Air Force • Missile Defense Agency • National Security Agency • U.S. Special Operations Command • Joint Ground Robotics Enterprise • National Geospatial Intelligence Agency • Defense Logistics Agency • Defense Intelligence Agency • Defense Contract Management Agency (Credit Agreements)

  8. What are the Program’s Requirements • Is the mentor Eligible? • GSA requires mentor to have a GSA contract • Are you eligibly to be a protégé • SBA program is only open to 8(a) companies • VA requires protégés to be either a VOSB or SDVOSB and verified in their portal) • When can an agreement be submitted • EPA requires submission with a contract bid • Some have windows for submissions

  9. What is the mentor looking for? • Existing contractual business relationship with Booz Allen for a minimum of one year (client facing) • Immediate value proposition within the agency market (e.g. strategic relationship, complementary skill) • Minimum size standard of 20 full-time employees and operating as a business for at least 3 years • Strategic long-term value in addition to potential subcontracting opportunities • Capabilities do not directly compete with any existing Booz Allen protégé • No active mentor-protégé agreement within the targeted agency or any other agency • Must have held a federal contract or subcontract for at least one year with any agency • Compatible business ethics and philosophy and a potential for long-term reciprocal relationship • Financially stable and viable (as determined through our questionnaire and financial screening)

  10. What is mentor’s approach? • Reach out to the Small Business Office • Data Gathering Stage • Eligibility requirements • Hold face to face meeting ensure compatibility • Protégé Questionnaire Completion • A protégé questionnaire must be completed by all potential protégés which will provide further insight in to their organization and whether the firm may be a good protégé candidate • Protégé Financial Screening • Requires an NDA to be signed by both mentor and protégé • Provides the SBO an understanding of the financial stability of the small business. • Letter to OIC • Announces the intent to explore a mentor-protégé relationship • Summarizes value proposition • Requests approval to move forward with the drafting of the agreement on behalf of the firm • Draft Agreement in Conjunction with the Small Business Office • Submit agreement to OIC for signature • Submit agreement to Agency for review/approval • Execute and manage approved agreement • Comply with reporting requirements

  11. Resources • Department of Defense Mentor-Protégé Website http://www.acq.osd.mil/osbp/mentor_protege/ • SBA’s Mentor-Protégé Website http://www.sba.gov/content/mentor-prot%C3%A9g%C3%A9-program • OSDBU Council Website http://www.osdbu.gov/members.html • Booz Allen Mentor-Protégé Website: http://www.boozallen.com/about/doingbusiness/federal-mentor-protege-program My contact Information: Shawn Ralston (703-377-1438) ralston_shawn@bah.com

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