CRM Software for Economic Development Organizations
Phone: +1 805 967 1280 | email: sales@outreachsystems.com

How do I satisfy the OWBO Annual Survey Requirements (issued by SBA not AWBC)?

OutreachSystems has programmed OWBO Annual Survey requirements right into Neoserra. The report is available under the Manage|OWBO Annual Survey assuming your Neoserra database has at least one center marked with a Center Type of "WBC":

The Neoserra OWBO Survey module will use the same funding sources and centers as identified under your General Settings available from the Administration|Configuration menu option. These funding sources and centers are the same funding sources and centers also used for EDMIS reporting purposes. If you want to survey clients with different funding sources and/or from different centers than what is submitted to EDMIS, then you will need to update your General Settings.

To run your OWBO Survey report all you need to do is follow a few easy steps, outlined next:

  1. Click Manage|OWBO Annual Survey
  2. Click "Prior Years" and select the year for which you want to run your survey
  3. The Excel report will be generated to the screen and can be downloaded and mailed to owbcsurvey@sba.gov

The report will include unique clients that have participated in either counseling or training services at the center. The following columns are included on the report:

  • Primary First
  • Primary Last
  • Primary Email
  • Primary Phone
  • First Session Date
  • Business Status at time of First Session
  • Company Name
  • Company Start Date
  • Business Type
  • Primary Ethnicity
  • Primary Race
  • Primary Gender

The "First Session Date" will either be the first counseling session or the first training date that the client attended.



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