This scorecard was created to satisfy the ASBDC request for data for the SBDC Annual Network Survey. The scorecards is designed to break out these metrics:

• Number of Clients Advised
• Total Advising Hours
• Total Capital Acquired
• Total Number of Capital Transactions
• New Business Starts
• Total Revenue Growth
• Total Jobs Created

The scorecard is broken down into nine sections based upon the following demographic groups:

• All Clients
• Women Clients
• Black/African American Clients
• Asian American Clients
• Native American/Alaskan Clients
• Hawaiian/Pacific Islander Clients
• Veteran Clients
• Hispanic Clients
• Disabled Clients

For purposes of this scorecard, Neoserra will look at the gender/race/veteran/hispanic status of the primary point of contact of each client. Veterans include both service-disabled veterans and veterans.

To run the scorecard, simply select Manage|Scorecards and then choose Generate Scorecard. From the "Layout" drop down choose: "America's SBDC Survey" and then set the dates, centers and funding sources as appropriate, keeping in mind that in order for a session to be considered for this scorecard it must:

• Have the Reportable? check box selected
• Have a date in the Reporting Date field for capital funding records or have a date in the Date field for milestone records that falls within the reporting period
• Be assigned to the center(s)/counselor(s) specified in the scorecard definition (only applicable if the scorecard's output is restricted to a single counselor)
• Be categorized under the funding/sub-funding sources specified in the scorecard definition
• All but the first two line items must be marked as having been attributed to the SBDC program. In particular, the line items require that the "Attribution Source" field on either the milestone/capital funding record include a value other than "(none)," "Not attributed to center," or "(Undefined)."

Please note, this scorecard is designed for the ASBDC, not SBA and thus does not necessarily meet the SBA definitions.

Number of Clients Advised

This line item counts the total number of unique clients counseled. It does not take training attendance into consideration, nor does this line item require attribution from the client.

Total Advising Hours

This line item counts the total number of counseling hours including both prep time and contact time, but excluding travel time.

Total Capital Acquired

This line item lists the amount of all approved capital funding where the client attributed the funding to the center. This includes loans, grants, owner investment, and any other capital infusion that was approved and attributed during the reporting period.

Total Number of Capital Transactions

This line item counts the number of all approved capital funding transactions where the client attributed the funding to the center. This includes loans, grants, owner investment, and any other capital infusion that was approved and attributed during the reporting period.

New Business Starts

This line item counts the number of "Bought Business" and "Business Established" milestones where the client attributed the business start to the center.

Total Revenue Growth

This line item counts the Change in Sales amount on the milestone record where the client attributed the change to the center.

Total Jobs Created

This line item counts the Change in Full-Time Staff and the Change in Part-Time Staff milestone records, where the client attributed the change to the center.

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