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How to track your clients by Opportunity Zones?

Per the IRS website: "Qualified Opportunity Zones were created by the 2017 Tax Cuts and Jobs Act. These zones are designed to spur economic development and job creation in distressed communities throughout the country and U.S. possessions by providing tax benefits to investors who invest eligible capital into these communities. The first set of opportunity zones, covering parts of 18 states, were designated on April 9, 2018. opportunity zones have now been designated covering parts of all 50 states, the District of Columbia and five U.S. territories." Opportunity Zones are based upon census tracts and you can find a list of all designated Opportunity Zones here.

Effective October 1, 2019, Neoserra has been enhanced to indicate the census tract in which a client is physically located. Furthermore, a corresponding read-only checkbox has been added on the client record indicating whether this census tract is a Qualified Opportunity Zone.

OutreachSystems has back-updated all clients who had activity from 2017 forward with the Census Tract/Opportunity Zone information. All newly added or edited clients will also include this information. Clients without any activity prior to 2017 will not show this information unless their record is edited or a session is added.

Latitudinal and Longitudinal Data

The census tract field (and correspondingly the Opportunity Zone field) is dependent upon accurate and complete address information in your database. Currently, the address information in your database is matched to the correct latitudinal and longitudinal coordinates using OpenStreetMaps. OpenStreetMaps will give an internal accuracy score letting Neoserra know whether the address is likely to be correct or not. If the accuracy score is too low, then Neoserra will make another attempt at mapping the address using Google Maps. Ultimately, addresses that include extraneous data, such as "Building X, Floor 99", or "Villa Tranquility" may not resolve to correct coordinates. A lot of times this additional address information can be safely added after a comma on a second line. For example, this is not a valid address:

And Neoserra will tell you that the level of accuracy for this address is only at the city level - not the street level:

But this is a valid address, with a comma after the street address and the additional information on a second line:

If Neoserra is not able to obtain exact latitudinal and longitudinal coordinates then it will resolve to the city level, and you may see multiple businesses "clustered" in the the center of the city, on the map, which, in turn, means that the census tract and Opportunity Zone information are also not correct.

However, you can also enter in your own latitudinal and longitudinal coordinates, if you know them. On the address tab of the client record, you will notice a "Locate" link:

Using this interface, you can either:

  • Manually move the red pin to the correct location for this client.
  • Use the "Plus Codes" menu option to enter in the client's plus code which is an international coding system that are generated from latitude and longitude and thus already exist for every spot on the planet. Nobody needs to apply for them, register them, or pay for them. You can find more about plus codes here:
  • Manually enter in the Latitude/Longitude information for the client.

Finding all Clients in an Opportunity Zone

Neoserra has also been enhanced with a new filter called: "Is in a designated Opportunity Zone?" this allows you to find all clients located in an opportunity zone, as shown below:

If you want to apply this filter to your scorecard to see network wide impact with Opportunity Zone clients, then it is important to add a center selection to the filter:

You can save the filter and then apply it to your scorecard as shown below:

The scorecard results will be be filtered to show only those clients who are located in an Opportunity Zone.

Want more? Browse our extensive list of Neoserra FAQs.