Mentor-Protégé Agreement Application
How to apply for the U.S. General Services Administration Mentor-Protégé Program
After the Mentor-Protégé relationship is formalized and defined, complete the following three steps.
1.) Download, draft, and submit a Mentor-Protege Application. Each Mentor-Protégé relationship must be submitted as part of this application to the Office of Small Business Utilization (OSBU) for approval. Additional information may be included in narrative form on a separate document. Application must be electronically submitted via e-mail to firstname.lastname@example.org
2.) Download, complete, and sign a Mentor-Protégé agreement. The agreement formalizes the relationship and sets out terms of agreement for both parties. Application must be electronically submitted via e-mail to email@example.com
3.) Complete and submit the on-line form below. Submitting this form initiates the process and allows GSA to process your application in a timely manner.
The agreement contains:
- Basic Business & Contact Information
- Names, addresses, and telephone numbers of both mentor and protégé firms;
- Name, telephone number, and position title of the person in each firm who will oversee the agreement;
- An eligibility statement from the protégé stating that it is a small business, its primary NAICS code and, when applicable, the type of small business.
- Agreement Details – Mentor Responsibilities
- A description of the type of development assistance that will be provided by the mentor firm to the protégé firm.
- Performance milestones for the mentor providing this assistance. A Gantt chart is highly recommended for the creation of these milestones.
- Factors to assess the protégé firm’s developmental progress under the program.
- Agreement Details – Protégé Responsibilities
- The protégé must agree to provide input into the mentor firm’s semiannual reports (see 519.7015).
- The protégé must submit an accomplishments review and evaluation at the conclusion of the Mentor-Protégé agreement.
- Program Participation Terms
- Program participation term, which states the period of time over which the development assistance will be performed. GSA’s standard duration of a mentor-protégé relationship is four (4) years.
- Mentor termination procedures. This means that the agreement describes the mentor’s procedures if and must it must notify the protégé firm, in writing and at least 30 days in advance, of the mentor firm’s intent to voluntarily withdraw its participation in the program, or to terminate the agreement.
- Continued contract work plan following termination. A plan for accomplishing any planned contract work in the event that the Mentor-Protégé agreement is terminated or a party is excluded as described in 519.7014(b) should appear in the agreement. The mentor’s prime contract with GSA continues even if the Mentor-Protégé agreement or the Mentor-Protégé Program is discontinued.
- Other terms and conditions will be specified by the Mentor-Protégé manager on a case-by-case basis.