# Presentation: 482200

## Departmentof theNavy

- Mentor-Protégé Program

## Program Transition

- Effective October 1, 2003 the Mentor-Protégé Program was transitioned from the Office of the Secretary of Defense (OSD), Small & Disadvantaged Business Utilization (SADBU) level to the Military Services and Other Defense Agencies delegating them full authority to approve and fund mentor-protégé agreements.

## Mentor-Protégé Selection

- Prior to participation, mentor firms must complete and submit a mentor application to the Office of the Secretary of the Navy (OSN), SADBU Director, for approval as a mentor firm under the program.
- If your firm has already been approved as a mentor by a DoD Military Department you need not re-submit an application.  (Provide a copy of your mentor approval letter with your application.)

## Mentor-Protégé Selection

- As stated in Appendix I-104(a) (iv) a needs assessment must be completed prior to submittal of a proposal for approval.  Written documentation of the preliminary assessment of the developmental needs of the protégé firm, and the proposed assistance to be provided by the mentor must be corroborated prior to submittal.

## New Policies & Procedures

- New  Proposals should be structured as follows:
- base year
- priced option for out years
- agreement cannot exceed three (3) years
- Navy agreements should be proposed between $175,000 - $250,000 per year (<$750,000 per agreement).
- Agreements that focus on manufacturing, should be proposed at approximately $750,000 per year ($2.250 million per agreement).

## New Policies & Procedures

- All Navy Mentor-Protégé agreements must contain the following four elements:
- DFARS Appendix I-107(b): All nine (9) elements of Section I-107(b) **MUST** be addressed separately.
- A separate statement outlining the ***major*** benefits of this agreement to the DoN and/or DoD.

**Notes:**
A separate statement citing the benefits of this agreement and or the Return on Investment of this agreement to the Navy and/or DoD must be submitted on a separate page, which is clearly identified.

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A technical proposal should be constructed so it easily tracks to the cost proposal;

The hours associated with each task described in the technical proposal should be visible in the cost proposal;
A very strong technical proposal is imperative;
The minimum hours associated with technology transfer should be approximately 70% of the proposed hours and the remaining 30% should be related to business development tasks.
Emphasis on technology transfer is very important.
The technical proposal must also include a milestone chart that tracks the proposed technical assistance to be provided.

## New Policies & Procedures

- A technical proposal that details the development program described in the Mentor-Protégé agreement DFARS Appendix I, Section I-107(b)(3).
- A detailed cost proposal of the technical proposal presented in 12-month increments as cited in DFARS Appendix I-107(b)(3)(iii).

**Notes:**
Cost proposals for reimbursement must comply with the following:

Do Not Include Any Type of Fee or Profit
Labor/Salary reimbursement must be for employees on the mentor’s payroll only.  Consultant costs are unallowable.

Incidental costs (other direct costs) cannot exceed 10% of the total proposal cost.
Incidental costs include all costs other than direct labor, overhead, and General and Administrative (G&A) costs associated with direct labor.
Examples of incidental costs include travel, training, equipment and software, etc.
The only protégé expense to be reimbursed by the government are for travel expenses relating to training only, not marketing.
Tasks to be completed by a Historically Black Colleges or Universities or Minority Institutions (HBCUs/Mis), or a Procurement Technical Assistance Center (PTAC) are allowable and are not included in incidental costs.
The use of these resources for training is encouraged.

## Evaluation Process

- The Navy M-P Program Manager will accept Mentor-Protégé agreements submitted during the following three cycles:
- October 1st through January 31th
- February 1st through May 31th
- June 1st through September 30th

## Evaluation Process

- Submitted proposals should be endorsed by a Head Contracting Agency who will submit selected Mentor-Protégé proposals to the DoN Mentor-Protege Program Manager for final review by an evaluation board. Your firm will be notified by DoN SADBU letter as to approval or rejection of your submitted proposal.
- It is the Navy Program Manager’s intention to endorse the highest rated agreements from each submission cycle.

## Evaluation Process

- All agreements that are not endorsed and forwarded to DoN SADBU Director for approval and funding will be returned to the mentor with a copy of the cover letter sent to the cognizant Navy small business office.
- If the initial proposal is returned to the Mentor, it may be resubmitted a maximum of two more times. (A total of three (3) submissions).

## Evaluation Process

- Proposed agreements will be evaluated based on the following criteria _**(listed in descending order of importance):**_
- Merit of the technology transfer to the protégé firm;
- Perceived benefit/value of the agreement to Navy and/or DoD;

## Evaluation Process

- Percentage of hours associated with technology transfer;
- Subcontracting opportunities available to the protégé.
- Utilization of HBCUs/MIs;
- Proposed cost;

## Program Requirements

- Monthly expenditure reports are required to be submitted to the cognizant Small Business Office on a quarterly basis.
- Extra emphasis is placed on the semi-annual reports that are required under this program. These reports are reviewed and are a major part of the decision-making process to determine if your priced option will be approved.
-    _Inaccurate and late reports will have a negative impact on the decision for approval of your priced option._

## Glenn Delgado

***NAVY MENTOR-PROTÉGÉ ***
***PPOGRAM MANAGER ***
- Small & Disadvantaged Business Utilization
- Office of the Secretary of the Navy
- Building 36, Room 207
- 720 Kennon Street S.E.
- Washington Navy Yard, DC  20374-5015
- PHONE:  (202) 685-6485
-       FAX:  (202) 685-6865
- E-MAIL: glenn.delgado@navy.mil

## Contacts

*Naval Supply Systems Command*	*Office of Naval Research*
- Mr. Mark Opilla				Ms. Genesta Belton
- 717-605-3575				703-696-4511
*Marine Corps Systems Command**	**HQ, U.S. Marine Corps*
- Ms. Harriett L. Burton			Ms. Julie Krnc
- 703-432-3950				703-695-5442
*Naval Sea Systems Command**	**	**Strategic Systems Programs*
- S. Tatigian				Ms. Cheryl Ann Tryon
- 202-781-3965				202-764-1186

## Contacts

*Naval Air Systems Command**	**	**Military Sealift Command*
- Ms. Barbara Greeley			Mr. David Grove
- 301-757-9044				202-685-5554
*Naval Facilities Engineering**	**	**Space & Naval Warfare*
*Command**	**	**	**	**Systems Command*
- Ms. Linda Wright			Vacant
- 202-685-9129				619-524-7701