NASA Office of Small Business Programs where small business makes a big difference NASA Mentor-Protégé Program:Reloaded By: Tabi Tepfer Program Manager NASA Office of Small Business Programs As presented by: Kelly L. Rubio Industry Assistance Office/NASA JSC 4/11/2013

NASA Office of Small Business Programs where small business makes a big difference COLUMN 1COLUMN 2COLUMN 3COLUMN 4 Item One Item Two Item Three Item Four NASA Mentor-Protégé Program Program Vision A value-focused program that is aligned with NASA’s current and future strategy and mission Enhancing the capabilities of eligible Protégés to perform as prime contractors, subcontractors and suppliers under contracts To facilitate the formation of long-term business relationships A NASA Center-focused Mentor-Protégé Program Clear guidance and documented processes and procedures

NASA Office of Small Business Programs where small business makes a big difference 33 approved Mentors 7 approved Mentor-Protégé Agreements Over $2.6 million in Mentor support 3 NASA Centers have on-going Agreements NASA has Agreements with SDVOSB,VOSB, WOSB,SDB, HBCUs, HUBZone 1 award fee Mentor Protégé SBIR Phase II Agreement has been completed NASA Mentor-Protégé Program The Numbers

NASA Office of Small Business Programs where small business makes a big difference Small Disadvantaged Business (SDB) Woman-Owned Small Business (WOSB) Historically Underutilized Business Zone (HUBZone) Concern Veteran-Owned Small Business (VOSB) Service-Disabled Veteran–Owned Small Business (SDVOSB) Historically Black College and University (HBCU) Minority Institution (MI) Small Business with an active NASA Small Business Innovation Research (SBIR)/Small Business Technology Transfer (STTR) Phase II contract Entities participating in the Ability One Program NASA Mentor-Protégé Program Expanded Protégé Eligibility

NASA Office of Small Business Programs where small business makes a big difference COLUMN 1COLUMN 2COLUMN 3COLUMN 4 Item One Item Two Item Three Item Four NASA Mentor-Protégé Program Eligibility Mentors: Must have an active and approved subcontracting plan Eligible for the award of federal contracts Mentor applications are submitted directly to HQ OSBP Mentor approval is for a six year period No restrictions on Mentor participations Protégés: Currently must be either a SDB, WOSB, VOSB, SDVOSB, HUBZone, SBIR Phase II, STTR Phase II, Ability One, HBCU or MI May not participate in the Program more than twice

NASA Office of Small Business Programs where small business makes a big difference NASA Mentor-Protégé Program Benefits of Participation Mentors Better suppliers Evaluation points on future proposals Award Fee credits Past Performance Credit Protégés Increase Technical Skills Business Development Potential for Directed Subcontracts NASA More High Tech Companies More Competition – Lower Costs Win

NASA Office of Small Business Programs where small business makes a big difference COLUMN 1COLUMN 2COLUMN 3COLUMN 4 Item One Item Two Item Three Item Four NASA Mentor-Protégé Program One Year Pilot Program OSBP HQ accepting Agreements throughout the year OSBP HQ has 10 business days to review agreements Agreement Kick-off meetings at the start of the agreement Protégés have to submit separate semi- annual reports to the Center and HQ OSBP Annual reviews with HQ OSBP

NASA Office of Small Business Programs where small business makes a big difference COLUMN 1COLUMN 2COLUMN 3COLUMN 4 Item One Item Two Item Three Item Four NASA Mentor-Protégé Program Mentor Considerations An entity with whom a mentor has an established relationship An entity’s geographic proximity to the mentor An entity’s attitude regarding being mentored If assistance provided will align with the protégé’s strategic vision The synergy of the protégé’s and mentor’s capabilities The commitment to the agreement by both parties The stability of the protégé’s management and financial status The entity’s past performance The results of any contract/subcontract work between the mentor and protégé The subcontracting expectations

NASA Office of Small Business Programs where small business makes a big difference NASA Mentor-Protégé Program Submit Agreements to the Centers

NASA Office of Small Business Programs where small business makes a big difference NASA Mentor-Protégé Program Agreement Contents Letters of Endorsement CO COR SBS Mentor Cover Letter Protege Application Mentor-Protege Agreement Detailed Cost Breakdown

NASA Office of Small Business Programs where small business makes a big difference NASA Mentor-Protégé Program Detailed Cost Breakdown

NASA Office of Small Business Programs where small business makes a big difference NASA Mentor-Protégé Program Technical Transfer (70%) Quality Management programs: ISO 9000 certification, SEI/CMM certification Logistics systems: supply chain management, transportation management Sensing and imagery Environmental remediation system design Hazardous material control Metal machining Lean Six Sigma Fiber optics systems design Network systems: design and engineering, implementation Information system design Tooling design and fabrication Product assembly techniques

NASA Office of Small Business Programs where small business makes a big difference NASA Mentor-Protégé Program Business Development (30%) Organizational planning management: strategic planning, business planning, legal / risk management, proposal development Business development / marketing / sales: market research, product forecasting, web-based marketing, e-commerce Human resource management Financial management Contract management Facilities and plant management: security, health and safety, OSHA standards Any other assistance designed to develop the capabilities of the Protégé under the developmental program

NASA Office of Small Business Programs where small business makes a big difference NASA Mentor-Protégé Program Agreement Evaluation Merit of the Mentor Protégé Agreement to the Protégé o Do all the pieces make sense? Perceived benefit / value of the agreement to NASA o Does it expand High Tech Capability of the Protégé? Percentage of hours associated with technical transfer o Do 70% of labor hours go to technical transfer? Subcontracting opportunities available to the Protégé Utilization of HBCU/MIs, PTACs, and SBDCs o No more than 20% of total cost Proposed cost o Is it realistic, are ODC <10%, is the Mentor Mentoring?

NASA Office of Small Business Programs where small business makes a big difference COLUMN 1COLUMN 2COLUMN 3COLUMN 4 Item One Item Two Item Three Item Four NASA Mentor-Protégé Program Misconceptions Value of the agreement has to be high Protégés don’t have much value add Mentors only submit a Mentor Application only when they have identified a protégé Mentors can only mentor one protégé at a time Changes cannot be made to the agreement

NASA Office of Small Business Programs where small business makes a big difference COLUMN 1COLUMN 2COLUMN 3COLUMN 4 Item One Item Two Item Three Item Four NASA Mentor-Protégé Program NDAA - Sec SBA authorized to establish a mentor-protégé program for all small business concerns SBA must approve each agency’s mentor-protégé program Current Mentor-Protégé agreements shall be permitted to continue until expiration date in agreement SBA required to issue regs within 270 days of enactment of NDAA -This section is not effective until one year after SBA issues its regs. This section does not apply to DoD

NASA Office of Small Business Programs where small business makes a big difference Kelly L. Rubio Small Business Specialist NASA Mentor-Protégé Program Questions? Sombrero Galaxy - 28 million light years from Earth - was voted best picture taken by the Hubble telescope ? ? ? ? ? ? ? ? ? ?

8/24/ Linda Flowers Small Business Advocate – IS&GS Civil Benefits of Mentor-Protégé Relationship April 11, 2013

19 Agenda Mentor-Protégé Program SummaryMentor-Protégé Program Summary CharterCharter Value Stream Modeling ActivityValue Stream Modeling Activity VSM ResultsVSM Results MP Best PracticesMP Best Practices Protégé PerspectiveProtégé Perspective Mentor’s PerspectiveMentor’s Perspective

20 Mentor-Protégé Program Summary Relationship should enhance the capabilities of the protégés and improve their ability to successfully compete for federal contracts. Participating agencies: SBA, EPA, DoD, DOE, NASA, Treasury, FAA Potential protégés: SDB, WOSB, VOSB, HUBZone, SDVOB HBCU / MI participation recommended (20-30%) Approved through: OSBP Encourage approved mentors to provide various forms of assistance to eligible protégé participants. Direct reimbursable or SDB credit to mentor company only. Who? What? Why?

21 Charter Objectives / Deliverables: Define requirements by Business Area and federal agencies, refine and select best practices and document new processes Established clearly defined roles and responsibilities for protégé selection, processing of applications, agreements, and proposals, and submission to government customer Established reporting and review requirements and responsibilities Established communications plan to include reporting of active and potential agreements, IPE and Web sites, and customer inclusion Market protégé’s capabilities within Lockheed Martin (internal) and other federal agencies (external) Strategic Business case How do we define value (example: ROI) Metrics – (growth of protégé, employee headcount, contracts received)

22 Value Stream Modeling (VSM) Activities Identified Mentor Protégé Process Inputs & Outputs (IPO)Identified Mentor Protégé Process Inputs & Outputs (IPO) –Including compliance policy inputs Reviewed current state, identified ideal state, and developed future state processesReviewed current state, identified ideal state, and developed future state processes Developed 4-step Mentor Protégé Lifecycle & Detailed Activity FlowDeveloped 4-step Mentor Protégé Lifecycle & Detailed Activity Flow –Identify (Select) –Propose –Execute Agreement –Monitor/Maintain Relationship Identified Barriers, Benefits, Reporting, and Success CriteriaIdentified Barriers, Benefits, Reporting, and Success Criteria

23 VSM Results Enhanced communication among BAsEnhanced communication among BAs –Provide MP updates centralized repository –Share benefits of program with LM executives –Standardize MP message for external communications –Prepare & implement a communication plan More formal protégé selection processMore formal protégé selection process Pre-proposal activities are fundedPre-proposal activities are funded Corporate policy CPS-040 modified to include MP & SBIR ProgramCorporate policy CPS-040 modified to include MP & SBIR Program Lockheed Martin M-P Program has a mission statement/charterLockheed Martin M-P Program has a mission statement/charter –Mission statement is aligned with an overall business strategy as well as customer goals & objectives Metrics aligned to success criteria are defined and yield meaningful informationMetrics aligned to success criteria are defined and yield meaningful information M-P Program integrated across LM BAs into their business plansM-P Program integrated across LM BAs into their business plans Leverage Outside/In technologyLeverage Outside/In technology

24 Mentor Protégé Best Practices to Consider Commitment to provide:Commitment to provide: 1.Designated Program Manager to run the program 2.Chief Engineer or head technical person Transition protégés so that at least one company is under agreement at all timesTransition protégés so that at least one company is under agreement at all times Where possible, select protégé based on multiple needs within corporation, not a single business area, or unit programWhere possible, select protégé based on multiple needs within corporation, not a single business area, or unit program Make sure you have:Make sure you have: 1.a committed sponsor and 2.a contract vehicle (direct reimbursable only) Do a COMPLETE needs assessment and consider customer expectations of 70% technical transfer and 30% marketing/planning before committing to a M-P agreementDo a COMPLETE needs assessment and consider customer expectations of 70% technical transfer and 30% marketing/planning before committing to a M-P agreement

25 Protégés Perspective “The Mentor Protégé Program s a great vehicle for small businesses. & very valuable.” The most important factor is a Mentor that is committed and willing to help the Protégé. Some large businesses do it just to look good, but without a time commitment and effort nothing significant happens. Lockheed is a great mentor and we gained a lot. Here are some thoughts:” Technical: – –“Intrinsyx is technically a very sound company in software and IT, but working with Lockheed we realized our lack of expertise in Flight Hardware Development and Facility Operations. Lockheed enabled us to hire engineers in these areas and grow our expertise. We also learned collaboration technologies using video systems and social networking websites for NASA's Astrobiology and Lunar Science institutes. ”

26 Protégés Perspective Cont’d. Business Operations: – –“We met with the Lockheed Business Manager for many weeks and learned how a NASA Task Order management system works, how financial reporting is done including the 533s for multiple tasks and projects. This has been a very valuable experience and gave us the confidence to look for prime contracting opportunities.” Business Development: – –“Lockheed management introduced us to many external programs and we are using these relationships to pursue business development as part of other Lockheed Martin proposals.” “It is very important to spend time upfront in thinking about the Plan and setting up goals and objectives. A good road map in both business development and technical mentoring is essential for success.”

27 Protégés Perspective Cont’d. “None of these skills could be learned outside of NASA and without the help of a Mentor like Lockheed. Once a small business acquires these skills, they can readily support the government on many other programs. A win-win situation for the company and the government.” Arshad Mian Intrinsyx Technologies

28 Mentor’s Perspective Lockheed Martin has a Mentor Protégé relationship with J&P Technologies a WOSB/NAI, & Minority Owned Business located in Houston, Texas of NASA/JSC FDOC Contract. The initial scope of work was to provide Software Configuration Management and Software Build services for the Space Shuttle, ISS, and the new “21” programs. The benefit of this Mentor Protégé Agreement will assist J&P in raising and diversifying its high tech core areas. J&P will also develop competency in new areas of technical services and business development. These new developments will provide J&P capabilities to compete in both new commercial and government procurements.

29 Mentor’s Perspective Cont’d. Provide J&P the assistance leading to a DCAA-compliant financial and accounting process, and applying advanced business management practices. Providing developmental assistance in engineering and business processes and control. In the area of engineering, training has been provided in Agile development, Hardware configuration management, ISO/CMMI compliance, Lean Six Sigma, and Project Management. The business systems training provided was for Program and Financial Management and Safety. J&P’s capabilities has expanded from Software Configuration Management to System Engineering and Project Management.

30 Mentor’s Perspective Cont’d. Provide J&P the assistance leading to a DCAA-compliant financial and accounting process, and applying advanced business management practices. Providing developmental assistance in engineering and business processes and control. In the area of engineering, training has been provided in Agile development, Hardware configuration management, ISO/CMMI compliance, Lean Six Sigma, and Project Management. The business systems training provided was for Program and Financial Management and Safety. J&P’s capabilities has expanded from Software Configuration Management to System Engineering and Project Management.