OWBO EDMIS Presentation by 8n7U83Ya


									Performance Management

        Using SBA’s
Entrepreneurial Development
 Management Information

     Why Collect Data?
• Measure Program Performance

• Used by SBA Management to determine
  program needs

• Used by Congress and OMB in determining
  laws, regulations, and budgets for the
  overall program.


  Data accuracy and integrity is
       extremely important
CD Contents
        Client Definitions
• Establish Standard Definitions Across
  SBA’s ED Programs

• Three types of clients: In business,
  Nascent, and Start Up

• Three types of Counseling: Face to Face,
  Telephone, On-Line
    Types of Clients

• In Business – meets requirements of being
  in business (registered, etc) and meets one
  of several other requirements

• Nascent – Entrepreneurs not currently in

• Start Up – In business less than 12 months
     Types of Counseling

• Face to Face – Must meet the definition of
  counseling and is conducted in person;
  Initial session must be at least 1 hour (can
  include prep time)

• Telephone – Must meet the definition of
  counseling and the initial session should be
  at least ½ hour

• On-Line – Must meet the definition of
  counseling and the initial session should be
  at least ½ hour
        SBA Form 641
• Used for each individual counseling

• Parts 1, 2, and 3 are required for an initial
  session; part 3 for subsequent sessions

• Use the same client ID for each year

• New Version will be used beginning Oct 1,
            SBA Form 641

Key Issues / New Fields

39. Is the Client in Business
43. Certifications, SBA Financial Assistance
8. Type of Session – Update/Prep
    SBA Form 888

• Used to collect data for each Training

• Data is aggregated for the training class

• No field changes to the form
       SBA Form 888

Key Issues

4. No. Sessions
5. Total Hours
8. Total Number Trained
https://eweb.sba.gov/gls – Main login page for EDMIS

http://www.sba.gov/private/edmis2/private/ - site for
additional information and documentation for EDMIS

http://web.sba.gov/list/ - Users group which provides
periodic updates on EDMIS
                 Key E-mails

Your Program Manager – This is your primary contact within
SBA at our Headquarters Office

SBDCEDMIS-II@sba.gov – This is a mailbox set up for all
EDMIS inquiries

ITSecurity@sba.gov - This is who will send you notifications for
changes to your password or profile

bruce.purdy@sba.gov – Project Manager for EDMIS
phone: 202-205-7532
Access to EDMIS
       Important Dates
• Enter/Upload data within 30 days of the end
  of the quarter.

• Correct data within 35 days of the end of the

• All data is reported on a Fiscal Year Basis

• EDMIS data is Locked 35 days after the end
  of the Fiscal Year

• Enter Impact Data within 30 days of the end
  of the Performance Period
Requesting an ID
Main EDMIS Page
 Getting Data into EDMIS
Direct Data Entry
• Counseling and Training Sessions are entered soon after the
  641/888 is completed
• Zero Cost Solution – You do not need software, just access to
  the Internet
• No frills option – Direct Data entry only allows for upload of
  data from the forms 641, 888 and Economic Impact. May
  require dual entry if you input the data into EDMIS and into
  another database.

XML File Transfer / Upload
• Data uploaded once per quarter
• You need software that can create an XML file based on data
  requirements and schema published at:
• Your software may contain other features that are useful in
  operating your center. This option also eliminates dual entry.
Economic Impact
     Operational Reports

• Used to verify data uploaded to EDMIS

• Can not be used to verify calculated fields
  (Jobs Created, New Business Starts, etc)
Management Reports
    Management Reports
• Quarterly and Daily Snapshots

• Contains summarized data for Performance

• Are the Official Record of 641 and 888 Data

• Should be used to compare against your
  internal MIS reports for validation.
Management Reports

• New Business Starts – Businesses are considered
  “Created” if at the previous reported session (whether in the
  current fiscal year, or a past one) the client was not “in
  business,” and at a subsequent session or update to EDMIS
  was “in business.” (Field 39)

•Long Term Counseling - Meets the definition of
 “Counseling” and, Includes 5 or more hours of
 contact and prep time per individual or business
 during that fiscal year.

• Capital Infusion - Aggregate total of the following:
     • Dollar amount of SBA loans
     • Dollar amount of non-SBA loans
     • Dollar amount of equity capital (to include private

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