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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 October 14, 2014)

I-100 Purpose.

I-101 Definitions.

I-101.1 Historically Black college or university.

An institution determined by the Secretary of Education to meet the requirements of 34 CFR 608.2. The term also means any nonprofit research institution that was an integral part of such a college or university before November 14, 1986.

I-101.2 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-101.3 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 has a physical or mental disability which constitutes a substantial handicap to employment and which, in accordance with criteria prescribed by the Committee for Purchase from People Who Are Blind or Severely Disabled established by the first section of the Act of June 25, 1938 (41 U.S.C. 8502), is of such a nature that the individual is otherwise prevented from engaging in normal competitive

employment.

I-101.5 Small disadvantaged business (SDB).

A small business concern that is—

I-101.6 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-101.7 HUBZone small business.

A qualified HUBZone small business concern as determined by the Small Business Administration in accordance with 13 CFR Part 126.

I-101.8 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.

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.

Each mentor-protege agreement will contain the following elements:

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

I-109 Reimbursement agreements.

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

I-110 Credit agreements.

I-110.1 Program provisions applicable to credit agreements.

I-110.2 Credit adjustments.

I-111 Agreement terminations.

I-112 Reporting requirements.

I-112.1 Reporting requirements applicable to Individual Subcontract Reports (ISR), Summary Subcontract Reports (SSR) and SF 294s.

I-112.2 Program specific reporting requirements.

I-113 Performance reviews.

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