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

Understanding the TAP/EP/California Survey Scorecard

The Neoserra TAP scorecards provide a low wealth breakdown of a number of economic impact metrics as defined in the California Small Business Technical Assistance Program reporting requirements. In order for a counseling session, milestone or capital funding event to be considered by the Small Business Technical Assistance Expansion Program (TAP) scorecard, the session records 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 categorized under the funding funding sources specified in the scorecard definition; and be assigned to the center (or one of the centers) specified in the scorecard definition.

Low wealth cities and counties are updated each year.

Since the California Small Business Technical Assistance Program requires over 300 different metric points, the data is distributed over three scorecard. The Neoserra TAP scorecard only includes the Low Wealth breakdowns, the remainder of the data points can be found in the Economic Impact with Demographic Breakdown and the Capital Infusion with Demographic Breakdown scorecards.



Want more? Browse our extensive list of Neoserra FAQs.