This scorecard was created to help track the focus areas defined by SBA. Each SBDC can select an area in collaboration with the District Office that will support local small business needs. Focus Areas will enable SBDCs and District Offices to partner on areas specific to the state or region that they serve. There are seven Focus Areas, each with multiple measures. Only six of the seven focus areas are part of the scorecard and within each focus area there may be some line items that require custom tracking as noted in this FAQ. The six focus areas covered by this scorecard include:

1. Onshoring and Manufacturing
2. Rural
3. Exporting and International Trade
4. Innovation and Investment
5. Disaster Preparedness and Resilience
6. Contracting and Procurement

It should be noted that this scorecard only includes activity with small businesses as determined by their Business Size field on the client recorcd. Both "Micro" and "Small" fall under the small business categorization.

To run the scorecard, simply select Manage|Scorecards and then choose Generate Scorecard. From the "Layout" drop down choose: "Focus Areas Matrix Scorecard" 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 that falls within the reporting period
• Be assigned to the center(s)/counselor(s) specified in the scorecard definition
• Be categorized under the funding/sub-funding sources specified in the scorecard definition

Within each section, certain fields and certain pick list choices play a key role in determining the calculation on the scorecard. It is important to remember that the fields and pick list choices referenced, are all system-defined fields/choices. If you have a similar user-defined field/choice, then these will not be considered.

Onshoring and Manufacturing

This measure captures technical assistance provided to businesses in the manufacturing industry sector, or any small business involved inmanufacturing activities.

Number and/or dollar value of federal and other capital infusion (loans, grants, equity) obtained with SBDC assistance

All approved capital infusion with:

1. Clients whose Business Type = Manufacturing and whose Business Size = Micro or Small); OR
2. Clients who received at least one hour of counseling where Counseling Area = Manufacturing/Onshoring or, one hour of training where the Topic = Manufacturing/Onshoring

Increase in sales/revenues achieved by the small manufacturers with SBDC assistance

Reports any "Change in Sales" milestone for any client:

1. Whose Business Type = Manufacturing and whose Business Size = Micro or Small); OR
2. Who received at least one hour of counseling where Counseling Area = Manufacturing/Onshoring or, one hour of training where the Topic = Manufacturing/Onshoring.

Number of small manufacturers that receive counseling and training on onshoring and manufacturing industry-specific topics.

Reports the total number of small business clients:

1. Who received at least one combined hour of counseling where Counseling Area = Manufacturing/Onshoring and/or training where the Topic = Manufacturing/Onshoring

NOTE: The wording of this third metric implies that only manufacturers should be considered for this line item calculation, however the more detailed description indicates that all clients who received manufacturing related counseling/training should be considered. The Neoserra scorecard assumes the latter, broader definition.

Rural

This measure captures technical assistance to small businesses in rural communities as defined by the USDA.

Number and/or dollar value of federal and other capital infusions (loans, grants, equity) obtained with SBDC assistance

All approved capital infusion with:

1. Clients who are located in a USDA RBS Rural Location; AND
2. Who received counseling or training over the course of the reporting period

Increase in sales/revenues achieved by small businesses located in rural areas with SBDC assistance

Reports any "Change in Sales" milestone for any small business client:

1. Who are located in a USDA RBS Rural Location; AND
2. Who received counseling or training over the course of the reporting period

Number of rural small businesses that receive counseling and training

Reports the total number of small business clients:

1. Who are located in a USDA RBS Rural Location; AND
2. Who received at least one hour of counseling or training over the course of the reporting period

NOTE: Per the SBA definition document, the capital funding and sales increase metrics do not require a minimum of one hour of counseling and/or training, whereas the last metric does require at least one hour of counseling and/or training.

Exporting and International Trade

This metric captures training, technical assistance, counseling and other SBDC services, provided in person or virtually to small businesses on a wide variety of exporting and international trade issues and topics.

Number of businesses which receive export financing

Reports the total number of small business clients:

1. Who were approved for an "Export Express" loan or a "Export Working Capital Loan" or a "SBA International Trade Loan"; AND
2. Who received counseling or training over the course of the reporting period

Dollar value of export financing received

Reports the total amount of capital infusion where:

1. The approved loan is either an "Export Express" loan or a "Export Working Capital Loan" or a "SBA International Trade Loan"; AND
2. Who received counseling or training over the course of the reporting period

Increased international trade revenue

Reports any "Change in Exports" milestone for any small business client:

1. Who received counseling or training over the course of the reporting period

Number of small businesses that receive counseling and/or training on exporting & international trade

Reports the total number of small business clients:

1. Who received at least one combined hour of counseling where Counseling Area = International Trade and.or training where the Topic = International Trade

NOTE: The last metric of this focus area requires a minimum of one hour of counseling and/or training. whereas the other metrics in this focus area do not have a time requirement and any amount of counseling/training is considered for the other line items.

Innovation and Investment

This focus area measures training, technical assistance, counseling, and other SBDC services, provided in person or virtually to small businesses on a wide variety of Innovation issues and topics.

Number of businesses that apply for SBIR/STTR

This first metric is NOT calculated in Neoserra. There is no way for Neoserra to know whether a business applied for SBIR/STTR. You may, optionally create a user-defined milestone for this metric since no system-defined milestone exists.

Dollar value of SBIR/STTR funding received

Reports the total amount of contract awards where:

1. The Contract Type is either an "SBIR" or "STTR"; AND
2. The client received counseling or training over the course of the reporting period

Number of small businesses that receive counseling and/or training on innovation & intellectual property protection

Reports the total number of small clients:

1. Who received at least one combined hour of counseling where Counseling Area = "Intellectual Property" or "SBIR/STTR/Other Innovation Programs" and/or training where the Topic = "Intellectual Property" or "SBIR/STTR/Other Innovation Programs"

NOTE: The last metric of this focus area requires a minimum of one hour of counseling and/or training. whereas the other metrics in this focus area do not have a time requirement and any amount of counseling/training is considered for the other line items.

Disaster Preparedness and Resilience

This focus area will measure training, technical assistance, counseling, and other SBDC services, provided in person or virtually to small businesses on a wide variety of disaster preparedness and recovery issues and topics.

Number of businesses that apply for Federal & state disaster loans

This metric is based upon capital funding records that are still in progress. In other words, these records have not yet been funded. Neoserra will include all capital funding records that are:

1. Have a capital funding type of either "SBA Disaster Loan" or "State Disaster Loan"; AND
2. That are "In-progress"; AND
3. That are associated with small business clients that have had counseling or training during the reporting period.

Dollar value of federal & state disaster loans received

This metric is based upon capital funding records that are approved. Neoserra will provide the dollar value of all capital funding records that:

1. Have a capital funding type of either "SBA Disaster Loan" or "State Disaster Loan"; AND
2. That are associated with small business clients that have had counseling or training during the reporting period.

Number of businesses which develop disaster preparedness plans

Reports any small business client with a "Disaster Preparedness Plan Completed" milestone:

1. Who received counseling or training over the course of the reporting period

Number of small businesses that receive counseling and/or training on disaster preparedness & recovery

Reports the total number of small business clients:

1. Who received at least one combined hour of counseling where Counseling Area = Disaster Planning/Recovery and/or training where the Topic = Disaster Planning/Recovery or Disaster Recovery

Contracting and Procurement

This focus area captures the training, technical assistance, counseling and other SBDC services, provided in person or virtually to small businesses on a wide variety of contracting and procurement issues and topics.

Number of businesses that submit an application for contracting and receive a certification or bond/financing

This is perhaps the most complex of the calculations. It looks for all small business clients who have received either counseling or training during the reporting period and who have one ore more of the following certifications/fundings dated during the reporting period:

• Ownership Gender Certification
• Veteran Certification Date
• HUBZone Certification Date
• Disadvantage 8(a) Certification
• SBA Surety Guarantee
• SBA Contract Financing

NOTE: The federal certification must be seleted and the certification DATE must be in the reporting period.

NOTE: While this image shows all 4 different certification options, for purposes of this scorecard line item, only one of these certification needs to have date within the current reporting period for the client to be counted.

In addition to the certifications, the client could alternatively have either a capital funding record in the reporting period where the funding type is either: "SBA Surety Guarantee" or "SBA Contract Financing".

Government contracts received - total dollar value and number

All contract awards awarded to small business with:

1. Contract Type = Prime Contract Award or Sub-contract Award; AND
2. Agency Type = Department of Defense (DoD) or Other Federal,State/Local; AND
3. The client received counseling or training over the course of the reporting period

Number of small businesses that receive counseling and training on contracting & procurement

Reports the total number of small business clients:

1. Who received at least one combined hour of counseling where Counseling Area = Government Contracting and/or training where the Topic = Government Contracting

Want more? Browse our extensive list of Neoserra FAQs.