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DFARS Appendix I

Appendix I—Policy and Procedures for the DoD Pilot Mentor-Protege Program

TABLE OF CONTENTS

(Revised December 15, 2004)

I-100 Purpose.

I-101 Definitions.

I-102 Participant eligibility.

I-103 Program duration.

I-104 Selection of protege firms.

I-105 Mentor approval process.

I-106 Development of mentor-protege agreements.

I-107 Elements of a mentor-protege agreement.

I-108 Submission and approval of mentor-protege agreements.

I-109 Reimbursable agreements.

I-110 Credit agreements.

I-111 Agreement terminations.

I-112 Reporting requirements.

I-113 Performance reviews.

POLICY AND PROCEDURES FOR THE

DOD PILOT MENTOR-PROTEGE PROGRAM

(Revised March 23, 2018)

I-100 Purpose.

Public Law 101-510, the National Defense Authorization Act for Fiscal Year 1991 (10 U.S.C. 2302 note), as amended through November 25, 2015. The purpose of the Program is to provide incentives to major DoD contractors to furnish eligible small business concerns with assistance designed to—

I-101 Definitions.

I-101.1 Minority institution of higher education.

An institution of higher education with a student body that reflects the composition

specified in section 312(b)(3), (4), and (5) of the Higher Education Act of 1965 (20 U.S.C. 1058(b)(3), (4), and (5)).

I-101.2 Nontraditional defense contractor.

An entity that is not currently performing and has not performed any contract or subcontract for DoD that is subject to full coverage under the cost accounting standards prescribed pursuant to 41 U.S.C. 1502 and the regulations implementing such section, for at least the 1-year period preceding the solicitation of sources by DoD for the procurement (10 U.S.C. 2302(9)).

I-101.3 Eligible entity employing the severely disabled.

A business entity operated on a for-profit or nonprofit basis that—

I-101.4 Severely disabled individual.

An individual who is blind or severely disabled as defined in 41 U.S.C. 8501.

I-101.5 Women-owned small business.

A small business concern owned and controlled by women as defined in section

8(d)(3)(D) of the Small Business Act (15 U.S.C. 637(d)(3)(D)).

I-101.6 Service-disabled veteran-owned small business.

A small business concern owned and controlled by service-disabled veterans as defined

in section 8(d)(3) of the Small Business Act (15 U.S.C. 637(d)(3)).

I-102 Participant eligibility.

meets the requirements of paragraph (b) of this section, except that a mentor firm is

required to confirm a protege's status as a HUBZone small business concern (see FAR 19.703(d)).

firm furnishes to the protege after the date of the determination may not be considered

assistance furnished under the Program.

I-103 Program duration.

September 30, 2018.

mentor-protege agreement, may be eligible for—

I-104 Selection of protege firms.

selected to be a protege firm, the mentor firm must refer the protest to the SBA to

resolve in accordance with 13 CFR Part 121 (with respect to size) or 13 CFR Part 124

(with respect to disadvantaged status).

described in I-106(d).

I-105 Mentor approval process.

accomplishments under its small and disadvantaged business utilization program.

received during the 2 preceding fiscal years. (Show prime contracts and subcontracts

separately per year.)

subcontracts that the entity received during the 2 preceding fiscal years. (Show prime

contracts and subcontracts separately per year.)

contracts during the 2 preceding fiscal years.

other Federal agency contracts during the 2 preceding fiscal years.

http://www.acq.osd.mil/osbp/sb/programs/mpp/resources.shtml.

I-106 Development of mentor-protege agreements.

financial management, and personnel management, marketing, and overall business

planning;

firm under the developmental program described in I-107(g).

contracts on a noncompetitive basis.

more of the following:

of the Small Business Act (15 U.S.C. 648).

I-107 Elements of a mentor-protege agreement.

Each mentor-protege agreement shall contain—

agreement is submitted for approval, the protege firm does not exceed the size standard in I-102(b)(3);

I-102(a);

assistance will—

commercial contracts and subcontracts; and

categories where eligible proteges or other small business firms are not dominant in the

company’s vendor base;

Program, including specific milestones for providing each element of the identified

assistance;

I-108 Submission and approval of mentor-protege agreements.

I-109 Reimbursable agreements.

The following provisions apply to all reimbursable mentor-protege agreements:

reimbursable mentor-protege agreement, and have been charged to, but not reimbursed

through, a separate contract, or through a separately priced contract line item added to a DoD contract, will not be otherwise reimbursed, as either a direct or indirect cost, under any other DoD contract, irrespective of whether the costs have been recognized for credit against applicable subcontracting goals.

I-110 Credit agreements.

I-110.1 Program provisions applicable to credit agreements.

Subcontracting Plan, or the provisions of the DoD Test Program for Negotiation of Comprehensive Small Business Subcontracting Plans. Unreimbursed developmental assistance costs incurred for a protege firm that is an eligible entity employing severely disabled individuals may be credited toward the mentor firm's small disadvantaged

business subcontracting goal, even if the protege firm is not a small disadvantaged

business concern.

I-110.2 Credit adjustments.

OUSD(A&S), determines that—

OUSD(A&S), must consider

limitation on credit will be final.

I-111 Agreement terminations.

I-112 Reporting requirements.

I-112.1 Reporting requirements applicable to Individual Subcontract Reports

(ISR), Summary Subcontract Reports (SSR) and Standard Forms 294.

subcontracting goal for each subcontract awarded by the mentor firm to an entity that

qualifies as a protege firm pursuant to I-102(b).

I-112.2 Program specific reporting requirements.

mentor-protege agreement:

result of developmental assistance provided to the protege and a copy of the ISR or SF

294 and/or SSR for each contract where developmental assistance was credited.

part of the mentor report for the period ending September 30th required by paragraph

(a) of this section.

I-113 Performance reviews.

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