SBA Mentor/Protégé Program Lessons Learned National 8(a) Conference Anchorage, AK June 16, 2015

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 RankPrimary and Sub-Category Objectives Initial Assessment Updated Assessment 02/20/2015 Expected Completion Date Management and Technical Capabilities 2Technical WritingRed Yellow 5/1/2015 6Inventory ManagementRed Green NA 7Project ManagementRed Yellow 5/31/2015 9Information MgmtYellow When funding permits Business Development 11Marketing PlanYellow 7/1/ Marketing MaterialsYellow Green NA 5Requirements GatheringRed Green NA 1Proposal DevelopmentRed Green NA 13WebsiteYellow When funding permits AddedFacility Security ClearanceRed Yellow 3/17/2015 Contracting Assistance 4Federal ContractingRed Green NA 8Subcontracts/PurchasingRed Yellow 7/1/2015 3Joint VentureRed Green NA General and Administrative 10Government Accounting SystemRed Yellow5/1/ Human Resources – Policies & Procedures Yellow 7/1/ Human Resources-BenefitsYellow Green NA 16LegalYellow Green NA

Example MPA Outcome Primary and Sub- Category Objectives Corporate Assessment ObjectiveProtégé Participation/Outcome Management and Technical Capabilities Inventory ManagementOutcome 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