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Page 1: July 29, 2015. Mission “Increase the pool of small businesses participating in transportation projects” **Introduced through Executive Order S-11-06**

July 29, 2015

Page 2: July 29, 2015. Mission “Increase the pool of small businesses participating in transportation projects” **Introduced through Executive Order S-11-06**

Mission

“Increase the pool of small businesses participating in transportation

projects”

**Introduced through Executive Order S-11-06**

Page 3: July 29, 2015. Mission “Increase the pool of small businesses participating in transportation projects” **Introduced through Executive Order S-11-06**

Goals & Objectives

Establish a mentoring program that pairs small businesses with large firms.

Enhance small business operations to achieve their potential.

Create more small business opportunities.

Provide more meaningful participation on transportation projects.

Establish an entry point for small firms who desire to do business with Caltrans, SANDAG and other public agencies.

Foster new opportunities for both large and small firms.

Page 4: July 29, 2015. Mission “Increase the pool of small businesses participating in transportation projects” **Introduced through Executive Order S-11-06**

Background

San Diego Calmentor Program was initiated in May 2007 Sixth cycle of the San Diego Calmentor Program Fifth cycle of the program has been completed and an

awards event was held March 2015 Program Committee has developed networking and learning

events, such as the Calmentor mixer and the “Learn 2 Earn” workshop

5th Cycle Program: 21 Mentors and 23 Protégés 94 firms have completed the program since its inception

Page 5: July 29, 2015. Mission “Increase the pool of small businesses participating in transportation projects” **Introduced through Executive Order S-11-06**

Steering Committee

Caltrans• Karen Young, Vice-Chair

• America Hernandez

• Carol Jeffries

• Loi Tran

ACEC - CA• Clark Fernon, T.Y. Lin, Co-chair

• Hany Haroun, CH2M, Co-chair

• Kai Ramer, Rick Engineering

• Michael Palacios, HNTB

• Dennis La Salle, La Salle Solutions, LLC

SANDAG• Elaine Richardson

• Alexia Spivey

Caltrans District 11 Small Business Council• La Sonja Peisker, Caltrans

• Sharon Van Buren, Caltrans

• Bill Ulmer, SCST

City of San Diego• Henry Foster• Claudia Abarca

Page 6: July 29, 2015. Mission “Increase the pool of small businesses participating in transportation projects” **Introduced through Executive Order S-11-06**

Schedule for Implementation

Conduct Caltrans & SANDAG Mentor and

Protégé Workshop

July 29, 2015 October 1, 2015

LAUNCHCALTRANS & SANDAG2015-2016 CALMENTOR

PROGRAM

Facilitate:>Mentor and Protégé Pairings>Development of MOU

MOUs DueNovember 30, 2015

Mentor-Protégé Relationship Begins

Facilitator and Pairing Kickoff

Meeting byDecember 31, 2015

Provide for:>Status Reports>Program Feedback from Mentors & Protégés >Status Reports to Caltrans and SANDAG Management

2015-2016 Mentor-Protégé Program Plan

ApplicationsDue

August 31, 2015

Page 7: July 29, 2015. Mission “Increase the pool of small businesses participating in transportation projects” **Introduced through Executive Order S-11-06**

The Process

Steering Committee launches 6th Cycle of the Program

Kickoff Workshop to be held July 29th in the Garcia Conference Room

Mentor/protégé applications due by August 31, 2015

Voluntary pairing of mentors and protégés with assistance from the Steering Committee

Page 8: July 29, 2015. Mission “Increase the pool of small businesses participating in transportation projects” **Introduced through Executive Order S-11-06**

The Process

MOUs due by November 30, 2015 Steering Committee Facilitator assigned to each pairing Status Reports (progress reports using Survey Monkey) Each program cycle - review and awards program Submit all program documents to Karen Young

1) Office location in San Diego/Imperial County is required for participation in the Program

2) The mentor and protégé firms are to be setup to provide architectural and engineering services

3) Protégé firm needs to have been in business a minimum of 1 year as of the start of the program cycle

4) The Calmentor program is a mentoring program not intended to obligate the mentor to provide work to the protégé.

Page 9: July 29, 2015. Mission “Increase the pool of small businesses participating in transportation projects” **Introduced through Executive Order S-11-06**

Applications

Mentor and Protégé will submit Applications Due August 31, 2015

Page 10: July 29, 2015. Mission “Increase the pool of small businesses participating in transportation projects” **Introduced through Executive Order S-11-06**

Partnerships

Steering Committee will facilitate pairings and partnerships

Page 11: July 29, 2015. Mission “Increase the pool of small businesses participating in transportation projects” **Introduced through Executive Order S-11-06**

Interviews

Mentor and Protégé interview each other

Page 12: July 29, 2015. Mission “Increase the pool of small businesses participating in transportation projects” **Introduced through Executive Order S-11-06**

Memorandum of Understanding (MOU)

Due November 30th

Page 13: July 29, 2015. Mission “Increase the pool of small businesses participating in transportation projects” **Introduced through Executive Order S-11-06**

Progress Reports

Progress Reports sent electronically by Caltrans to Mentors and Protégés using the on-line Survey Monkey tool

Mentor and Protégé review milestones in the MOU

Review metrics that measure growth and development of Protégé and recognize contributions of mentors

Page 14: July 29, 2015. Mission “Increase the pool of small businesses participating in transportation projects” **Introduced through Executive Order S-11-06**

Mentor-Protégé Testimonials

Mentor-Protégé Teams

TBD

Page 15: July 29, 2015. Mission “Increase the pool of small businesses participating in transportation projects” **Introduced through Executive Order S-11-06**

Thank You