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

Understanding the APEX Accelerator Goaled Metrics 2.0 Scorecard

The APEX Accelerator Goaled Metrics 2.0 Scorecard is based upon the DoD GOALS AND METRICS 2.0 document released July 2024. The scorecard is broken out by each of the goals set forth by DoD. The scorecard draws from counseling session, milestone session, award session and training session records along with entries in the SBLO Referrals module:

With respect to those line items that are based upon activity records, only reportable activity will be included on the scorecard, and the date of the activity must fall in the reporting period of the scorecard and must be assigned to one of the funding source(s) and center(s) selected on the scorecard definition.

This scorecard includes various line items from the SBLO Referrals module. Line items from this module cannot be run with audit information turned on. In other words, the Processing Mode cannot be set to "Include audit information" when this module is referenced.

Again, it is important to note that this scorecard does not take the "DLA Active" parameter into consideration. There is no minimum amount of time you must spend with a client in order for that client's activity to be included on the scorecard. Furthermore, all reportable training events are considered for reporting purposes, even those that do not have the "Participated by Center" checkbox turned on.

Goal 1: Cultivate the Defense Industrial Base (DIB) and Government Industrial Base (GIB)

This first section provides a tally of all clients that are newly DIB or GIB-ready (either Federal or State/Local) that have been counseled during the reporting period.

Number of new DIB-ready clients This line item provides a tally of unique clients whose "Defense Industrial Base (DIB) ready?" checkbox has been set to Yes, and whose "DIB Ready Date" falls between the Scorecard Start Period and the Scorecard End Period and who were also counseled during this period.
Number of new Federal GIB-ready clients This line item provides a tally of unique clients whose "Federal Government Industrial Base (GIB-F) ready?" checkbox has been set to Yes, and whose "GIB Ready Date-F" falls between the Scorecard Start Period and the Scorecard End Period and who were also counseled during this period.
Number of new State/Local GIB-ready clients This line item provides a tally of unique clients whose "State/Local Government Industrial Base (GIB-S/L) ready?" checkbox has been set to Yes, and whose "GIB-S/L Ready Date" falls between the Scorecard Start Period and the Scorecard End Period and who were also counseled during this period.
Number of DIB-ready clients assisted (not incl. above) This line item provides a tally of unique clients whose "Defense Industrial Base (DIB) ready?" checkbox has been set to Yes, and whose "DIB Ready Date" does NOT fall between the Scorecard Start Period and the Scorecard End Period and who were also counseled during this period.
Number of Federal GIB-ready clients assisted (not incl. above) This line item provides a tally of unique clients whose "Federal Government Industrial Base (GIB-F) ready?" checkbox has been set to Yes, and whose "GIB Ready Date-F" does NOT fall between the Scorecard Start Period and the Scorecard End Period and who were also counseled during this period.
Number of State/Local GIB-ready clients assisted (not incl. above) This line item provides a tally of unique clients whose "State/Local Government Industrial Base (GIB-S/L) ready?" checkbox has been set to Yes, and whose "GIB-S/L Ready Date" does NOT fall between the Scorecard Start Period and the Scorecard End Period and who were also counseled during this period.
Number of all other assisted clients not DIB/GIB ready This line item will calculate all clients that have been counseled during the reporting period who are neither GIB nor DIB-ready.

Goal 2: Increase Equity and Inclusion

The second goal section in the scorecard provides a breakdown of clients based upon their socioeconomic certifications. The DoD GOALS AND METRICS document specifically calls out:

  • 8(a) Clients
  • HUBZone-certified Clients
  • SDVOSB Clients
  • WOSB Clients

There are three line items for each of these socioeconomic certifications. It should be noted, that these line items look for clients who are newly certified, not newly DIB/GIB-ready. In other words, only clients that received their HUBZone certification within the current reporting period will be counted in the respective HUBZone line items.

Furthermore, it should be noted that the "Number of new..." line item for each of the socioeconomic categories counts clients with a certification date that falls within the reporting period and who were counseled during this period.

Underserved Community Number of new ... Number of contract awards to ... Amount of contract awards to ...
8(a) Any client with a Disadvantaged Status of 8(a) and a Disadvantage Certification Date between the scorecard start and end date will be included in this line item calculation assuming that they also had counseling during this period. This line item will provide the total number of awards with a reporting date that falls within the scorecard period, won by 8(a) Clients. This line item will provide the total dollar amount of awards with a reporting date that falls within the scorecard period, won by 8(a) Clients.
HUBZone Any client with a HUBZone Certification Date between the scorecard start and end date will be included in this line item calculation assuming that they also had counseling during this period. This line item will provide the total number of awards with a reporting date that falls within the scorecard period, won by clients that are HUBZone Certified. This line item will provide the total dollar amount of awards with a reporting date that falls within the scorecard period, won by clients that are HUBZone Certified.
SDVOSB Any client with a "Company Veteran Status" set to "SDVOSB Certified" and a "Veteran Verification/Certification Date" between the scorecard start and end date will be included in this line item calculation assuming that they also had counseling during this period. This line item will provide the total number of awards with a reporting date that falls within the scorecard period, won by clients with a Company Veteran Status set to either SDVOSB Certified or Service-Disabled Veteran. This line item will provide the total dollar amount of awards with a reporting date that falls within the scorecard period, won by ready clients with a Company Veteran Status set to either SDVOSB Certified or Service-Disabled Veteran.
WOSB/EDWOSB Any client where the "Ownership Gender" field is set to either "Woman-Owned (WOSB) Certified" or "EDWOSB Certified" and where the "Ownership Gender Certification Date" is between the scorecard start and end date will be included in this line item calculation, assuming they also had counseling during this period. This line item will provide the total number of awards with a reporting date that falls within the scorecard period, won by clients with the Ownership Gender field set to either WOSB Certified or to EDWOSB Certified. This line item will provide the total dollar amount of awards with a reporting date that falls within the scorecard period, won by clients with the Ownership Gender field set to either WOSB Certified or to EDWOSB Certified.

In addition to the socioeconomic certifications, this section also tracks the following metrics:

Number of subcontracting referrals to Small Business Liaison Offices (SBLOs) This line item draws from the SBLO Referrals module in Neoserra and simply counts the total number of entries for the reporting period.
Number of clients counseled on SBA/DoD MPP This line item counts the unique clients who have received counseling where the Counseling Area is set to: "Mento-Protege Program Information."
Number of client training events on SBA/DoD MPP This line item draws from the training event module in Neoserra and looks for all non-canceled events that have either "DoD Mentor-Protégé Program Information" or "SBA Mentor-Protégé Program Information" as a training topic.

Goal 3: Increase Awareness of and Compliance with Foreign Ownership, Control, or Influence (FOCI)

There are only two line items in this section of the Neoserra scorecard

Number of clients counseled on FOCI This line item draws from the counseling session module in Neoserra and reports all unique clients that have received counseling where the Counseling Area has been set to Foreign Ownership, Control or Influence (FOCI) Compliance.
Number of hosted/supported FOCI trainings This line item draws from the training event module in Neoserra and looks for all non-canceled events that have "Foreign Ownership Compliance (FOCI)" as a primary training topic.

Goal 4: Improve Cybersecurity of the DIB and GIB

There are four metrics in this sections:

Number of clients counseled on FAR 52.204.21 This line item draws from the counseling session module in Neoserra and reports all unique clients that have received counseling where the Counseling Area has been set to Federal Acqusition Regularion (FAR) 52.204.21.
Number of clients counseled on cybersecurity This line item draws from the counseling session module in Neoserra and reports all unique clients that have received counseling where the Counseling Area has been set to Cybersecurity Assistance.
Number of hosted/cohosted Project Spectrum (PS) training events This line item draws from the Neoserra Training Event module and counts all non-canceled events that have a primary training topic of "Project Spectrum Training".
Number of cybersecurity webinars and training events This line item draws from the Neoserra Training Event module and counts all non-canceled events that have a primary training topic of "Cybersecurity Assistance".

Goal 5: Facilitate Innovation for the DIB and GIB

This section focuses on Government-led Innovation Programs (GIPs) and includes the line items referenced in the DoD Document.

Number of clients counseled on GIPs This line item counts the unique clients who have received counseling where the Counseling Area is set to: "SBIR/STTR/Other Innovation Programs."
Number of training events conducted on GIPs This line item counts the number of non-canceled training events where the Primary Training Topic is set to "SBIR/STTR/Other Innovation Programs".

Goal 6: Strengthen the Supply Chain

The four line items in this section correspond to the DoD template for Goal 6.

Number of clients counseled on the DPA Title III This line item counts the unique clients who have received counseling where the Counseling Area is set to: "Defense Production Act (DPA) Title III Support."
Number of training events related to the DPA Title III This line item draws from the training event module in Neoserra and it counts all non-canceled training events where the Primary Training Topic is set to "Defense Production Act (DPA) Title III Support".
Number of clients counseled on the IBAS This line item counts the unique clients who have received counseling where the Counseling Area is set to: "Defense Production Act (DPA) Title III Support."
Number of training and other events related to the IBAS This line item draws from the training event module in Neoserra and it counts all non-canceled training events where the Primary Training Topic is set to " Industrial Base Analysis and Sustainment (IBAS)".

Goal 7: Capture Market Data in Key Industries

This section of the scorecard identifies those clients that are working on critical and emerging technologies. This line item counts all clients in the database that have indicated that they are working in one of the Key Technology Areas identified by DoD, and who have had counseling and/or training activity during the period.



Want more? Browse our extensive list of Neoserra FAQs.