EDMIS Reports/Summarization



EDMIS-2 Report/Summarization Requirements

September 2008

Version 4.0

1. Executive Reports 2

1.1 Impact 2

1.2 Demographics 5

2 Management Reports 7

2.1 Impact 8

2.2 Demographics 11

2.3 In-Business 13

2.4 Nascent 19

3 Operational Reports 22

3.1 Form 641, Parts I and II 22

3.2 Form 641, Part III 24

3.3 Form 888 26

Executive Reports

The Executive Reports display data for the last five complete fiscal years. The numbers will be displayed as follows:

| |Fiscal Year |

|  |2004 |

|Fiscal Year1 |For SBA purposes, the Fiscal year comprises October 1 through September 30th of the following calendar year. |

|Jobs Created |Sum of net gain of employees for each business since the last year. (Form 641, Part III, Field 41 minus Part |

| |II, Field 27). Where a business reports losing employees (number is less than zero) zero (0) will be used for |

| |that business. |

|Jobs Retained |Sum of jobs retained for all businesses that had at least one session in both the previous FY and the current |

| |FY. For each business, the number of jobs retained is the lesser of: |

| |The number of employees for the current FY |

| |The number of employees for the previous FY |

| |As reported in Form 641, Part III, Field 41. |

| |For those businesses with more than one session in either FY, we will use the last session during that FY. |

|$Amount of Gross Revenue/Sales |As reported from Form 641, Part III, Line 42 |

|$ Amount of Revenue Growth |The sum of revenue increases for each business individually since the last business FY, as reported in Form |

| |641, Part III, Field 42 minus Part II, Field 28. Where a business reports losing revenue (number is less than |

| |zero) zero (0) will be used for that business. |

| | |

| |Since 641 Part II Field 28 gets updated with the latest information from the 641 Part 3 if the client is |

| |currently in Business answered ‘Yes’ we cannot use this formula. This should be based on the Form 641, Part |

| |III, Field 42 of the latest session of the current fiscal year and the latest session of the previous fiscal |

| |year. |

|Number of New Business Starts |Total number of counseling clients that subsequently opened a business during or prior to the fiscal year being|

| |reported. Business are considered “Started” if at the previous session the client was not “in business,” and |

| |at a subsequent session was “in business” (Form 641, Part II, Field 20 and Part III, Field 39) |

| | |

| |Previously |

| |Total Number of Businesses Created |

| |Total number of Nascent Clients that subsequently opened a business during the fiscal year. Business are |

| |considered “Created” if at the previous session during the FY the client was not “in business,” and at |

| |subsequent session was “in business” (Form 641, Part III, Fields 39) |

| | |

| |Note: |

| |Include the number in the quarter where the minimum client session was marked in business.    Formula:  |

| |Count(In business) clients for the quarter where last counseling session in previous quarter/fiscal is marked |

| |client as not in business.     |

| |Client could be a ‘Nascent Business’ or ‘In-Business’ for the FY and can be counted “Business Created”. |

|Total $ Amount of Capital Infusion |Aggregate amount from Form 641, Part III, $ Total Amount of SBA Loans, $ Total Amount of non- SBA loans and $ |

| |Amount of Equity Capital Received. |

| $ Amount of SBA Loans |From Form 641, Part III, $Total Amount of SBA Loans, sum of all the field entries for the reporting period. |

| $ Amount of Non-SBA Loans |From Form 641, Part III, $Total Amount of SBA Loans, sum of all the field entries for the reporting period. |

| $ Amount of Equity Infusion |From Form 641, Part III, $Total Amount of SBA Loans, sum of all the field entries for the reporting period. |

|Total Number of Clients Served |Sum of the total number of clients counseled and the total number of training attendees |

| | |

| |(Previously Total Number of Clients Counseled & Trained3) |

| |Total number of Counseling Clients plus total number of Training Attendees. Form 641, Client ID plus Form 888,|

| |Field 8) |

|Counseling | |

| Total Number of Clients Counseled2 |Unique clients having at least one session during the fiscal year. A unique client will be counted once during|

| |the entire fiscal year. (Form 641, Based on Client ID) |

|Total Number of Extended Engagement Clients (EEC) |For a client receiving services in the report year, the total number of clients who have received 5 or more |

|Counseled (5 hours or more) |aggregate hours of counseling (contact only) time, (Field 50a) in that fiscal year and any prior (beginning |

| |October 1, 2005). |

|Total Number of Long-Term Clients (LTC) Counseled (5|For a client receiving services in the report year, the total number of clients who have received 5 or more |

|hours or more) |aggregate hours of counseling (contact and prep time, (Fields 50a and 50b) in that fiscal year only. |

| Total Number of Counseling Hours |Total number of counseling hours (contact plus prep, Form 641, Part III, Field 50a plus 50b) from all forms |

| |641. |

| Average Hours Per Client Counseled |Average of total hours counseled (contact hours plus prep hours) from all Form 641 divided by total number of |

| |counseled clients. Form 641, Part III, and Field 50a plus 50b divided by number of clients counseled). |

| Average Hours Per Session |Total number of hours counseled (contact hours plus prep hours) from all Forms 641 divided by the total number |

| |of sessions. |

|Training | |

| Total Number of Training Attendees |Total of individuals trained. (Form 888, Field 8) |

| Total Number of Training Hours |The sum per individual Form 888 of the hours of training (Field 5). |

| Total Number of Training Hours * Total |The sum per individual Form 888 of the hours of training (Field 5) x the total number trained (Field 8). |

|number trained | |

| Total Number of Training Sessions |Total number of sessions from Form 888, Field 4. Or is it the total number of 888s under the new definitions. |

|Total Number of Nascent Entrepreneur |Total number of clients who identify themselves as not “in business” at the initial counseling session for that|

| |fiscal year. If the client subsequently starts a business during the reporting period, he will still be |

| |counted as a Nascent Client during that reporting period. (Form 641, Part III, Field 39). |

|Total Number of Business Start-up Clients4 |Total number of In-Business Clients who are classified as “Start-Up.” Clients are considered “Start-Up” if the|

| |difference between the last day of the current quarter and the date in the field labeled “Month and Year |

| |Business Started” for the first session in the FY equals less than 12 months. (Form 641, Part III, Fields 24 |

| |and 40) |

|Total Number of In-Business Clients |Total number of clients who identify themselves as being “in-business” at the initial counseling session for |

| |that fiscal year. If the client closes his business during the fiscal year, he will still be counted as an |

| |In-Business Client. (Form 641, Part III, Field 39) |

|Total Number of Online Counseling Clients |During the FY any client who identified himself/herself as “Online” who completes at least one session. |

| |Face-to-face and telephone clients are not included. (Form 641, Field 1a) |

1 Data for previous fiscal years

2 Data will include direct counseling and training conducted by District Offices

3This number is included in “Total Number of Counseling & Training Clients.”

4If a business is categorized as a start-up in any quarter, they are included in this category total regardless of their current status during the rest of the FY. This information is calculated each quarter to reflect the annual number of business start-ups.

1 Demographics

Result Set:

|Element |Reporting Requirements |

|Fiscal Year1 |For SBA purposes, the Fiscal year comprises October 1 through September 30th of the following calendar |

| |year. |

|Total Number of Women Counseled |Tally of clients that checked the box for “Female” in Form 641, Part II, Field 16 |

|Total Number of Women Trained |Summary of values entered for “Women” in Form 888, Field 8 |

|Total Number of Women Counseled and Trained |Sum of previous two elements. |

|Total Number of Minorities Trained |Summary of value entered for “Total Number of Minorities Trained” |

| | |

| |There is no calculation based on summary of values entered for all of: |

| |- “Asians” |

| |- “Blacks or African Americans” |

| |- “Native Americans or Alaskan Natives” |

| |- “Native Hawaiians or other Pacific Islanders” |

| |in Form 888, Field 9 |

|Total Number of Hispanic Origin Counseled |Tally of clients that checked the box for “Hispanic Origin” in Form 641, Part II, Field 15 |

|Total Number of Hispanic Origin Trained |Summary of values entered for “Hispanic Origin” in Form 888, Field 9 |

|Total Number of Hispanic Origin Counseled and Trained |Sum of: |

| |- Previous element total |

| |- Tally of clients that checked the box for “Hispanic Origin” in Form 641, Part II, Field 15 |

|Total Number of Blacks or African Americans Counseled |Tally of clients that checked the box for “Black or African American” on Form 641, Part II, Field 14 |

|Total Number of Blacks or African Americans Trained |Summary of values entered for “Blacks or African Americans” in Form 888, Field 9 |

|Total Number of Blacks or African American Counseled and |Sum of previous two elements. |

|Trained | |

|Total Number of Asians Counseled |Tally of clients that checked the box for “Asian” on Form 641, Part II, Field 14 |

|Total Number of Asians Trained |Summary of values entered for “Asians” in Form 888, Field 9 |

|Total Number of Asians Counseled and Trained |Sum of previous two elements. |

|Total Number of Native Americans or Alaskan Natives |Tally of clients that checked the box for “Native American or Alaskan Native” on Form 641, Part II, |

|Counseled |Field 14 |

|Total Number of Native Americans or Alaskan Natives |Summary of values entered for “Native Americans or Alaskan Natives” in Form 888, Field 9 |

|Trained | |

|Total Number of Native Americans or Alaskan Natives |Sum of previous two elements. |

|Trained and Counseled | |

|Total Number of Native Hawaiians or other Pacific |Tally of clients that checked the box for “Native Hawaiian or other Pacific Islander” on Form 641, Part |

|Islanders Counseled |II, Field 14 |

|Total Number of Native Hawaiians or other Pacific |Summary of values entered for “Native Hawaiians or other Pacific Islanders” in Form 888, Field 9 |

|Islanders Trained | |

|Total Number of Native Hawaiians or other Pacific |Sum of previous two elements. |

|Islanders Counseled and Trained | |

|Total Number of Whites Counseled |Form 641, Part II, Field 14 |

|Total Number of Whites Trained |Summary of values entered for “White” in Form 888, Field 9 |

|Total Number of Whites Counseled and Trained |Sum of previous two elements. |

|Total Number of Clients Counseled2 |Tally of unique clients having at least one session during the fiscal year. A “unique client” will be |

| |counted once during the entire fiscal year. |

| |Form 641, Part II, Based on Client ID |

|Total Number of Clients Trained |Summary of values entered for “Total Number Trained” in Form 888, Field 8 |

|Total Number of Clients Counseled and Trained3 |Sum of previous two elements. |

|Total Number of “no response” race category |Tally of unique clients having left all of the boxes blank in Form 641, Part II, Field 14 on all of their|

| |forms. |

|Total Number of Males Counseled |Tally of clients that checked the box for “Male” on Form 641, Part II, Field 16 |

|Total Number of Persons With a Disability Counseled |Tally of clients that checked the box for “Yes” on Form 641, Part II, Field 17 |

|Total Number of Persons With a Disability Trained |Summary of values entered for “People with Disabilities” in Form 888, Field 8 |

|Total Number of Persons With a Disability Counseled and |Sum of previous two elements. |

|Trained | |

|Total Number of Persons Without Disability Counseled |Tally of clients that checked the box for “No” on Form 641, Part II, Field 17 plus Form 888, Field 8 |

|Total Number of Persons Without a Disability Trained |Summary of values entered for “Total Number Trained” minus the summary of values entered for “People with|

| |Disabilities” in Form 888, Field 8 |

|Total Number of Persons Without a Disability Counseled |Sum of previous two elements. |

|and Trained | |

|Total Number of Veterans Counseled |Tally of clients that checked the box for “Veteran” on Form 641, Part II, Field 18 |

|Total Number of Veterans Trained |Summary of values entered for “Total Veterans” in Form 888, Field 8 |

|Total Number of Veterans Counseled and Trained |Sum of previous two elements. |

|Total Number of Service-Disabled Veterans Counseled |Tally of clients that checked the box for “Service-Disabled Veteran” on Form 641, Part II, Field 18 |

|Total Number of Service-Disabled Veterans Trained |Summary of values entered for “Service-Disabled Veterans” in Form 888, Field 8 |

|Total Number of Service-Disabled Veterans Counseled and |Sum of previous two elements. |

|Trained | |

|Total Number of Members of Reserve or National Guard |Tally of clients that checked the box for “Member of Reserve or National Guard” on Form 641, Part II, |

|Counseled |Field 18a |

|Total Number of Members of Reserve or National Guard |Summary of values entered for “Members of Reserve or National Guard” in Form 888, Field 8 |

|Trained | |

|Total Number of Members of Reserve or National Guard |Sum of previous two elements. |

|Counseled and Trained | |

|Total Number of Clients On Active Duty Counseled |Tally of clients that checked the box for “On Active Duty” on Form 641, Part 18a |

1 Data for previous fiscal years

2 Data will include direct counseling and training conducted by District Offices

3 This number is included in “Total Number of Counseling & Training Clients.”

NOTE: Total number of race may be more than 100% because individuals may come from more than one racial background. Total number of minorities trained as reported by resource partner.

Management Reports

The Management Reports displays data for all of the four quarters of the current fiscal year and the previous fiscal year. The quarters for the two years are displayed adjacent as follows:

|Fiscal Year |

|  |2006 |

|Fiscal Year1 |For SBA purposes, the Fiscal year comprises October 1 through September 30th of the following |

| |calendar year. |

|Quarter |Q1: October 1 - December 31 |

| |Q2: January 1 - March 31 |

| |Q3: April 1 - June 30 |

| |Q4: July 1 - September 30 |

|Jobs Created |Sum of net gain of employees for each business since the last year. (Form 641, Part III, Field 41|

| |minus Part II, Field 27). Where a business reports losing employees (number is less than zero) |

| |zero (0) will be used for that business. |

| | |

| |This is an “annual” calculation; The information will be displayed in the “previous fiscal year” |

| |and “fiscal year to date” columns only. The quarterly columns will be “n/a” |

|Jobs Retained |Sum of jobs retained for all businesses that had at least one session in both the previous FY and |

| |the current FY. For each business, the number of jobs retained is the lesser of: |

| |The number of employees for the current FY |

| |The number of employees for the previous FY |

| |As reported in Form 641, Part III, Field 41. |

| |For those businesses with more than one session in either FY, we will use the last session during |

| |that FY. |

| | |

| |This is an “annual” calculation; The information will be displayed in the “previous fiscal year” |

| |and “fiscal year to date” columns only. The quarterly columns will be “n/a” |

|$Amount of Gross Revenue/Sales |As reported from Form 641, Part III, Line 42 |

|$ Amount of Revenue Growth |The sum of revenue increases for each business individually since the last business FY, as |

| |reported in Form 641, Part III, Field 42 minus Part II, Field 28. Where a business reports losing|

| |revenue (number is less than zero) zero (0) will be used for that business. |

| | |

| |This is an “annual” calculation; The information will be displayed in the “previous fiscal year” |

| |and “fiscal year to date” columns only. The quarterly columns will be “n/a” |

| | |

| |Since 641 Part II Field 28 gets updated with the latest information from the 641 Part 3 if the |

| |client is currently in Business answered ‘Yes’ we cannot use this formula. This should be based on|

| |the Form 641, Part III, Field 42 of the latest session of the current fiscal year and the latest |

| |session of the previous fiscal year. |

|Number of New Business Starts |Total number of counseling clients that subsequently opened a business during or prior to the |

| |fiscal year being reported. Business are considered “Started” if at the previous session the |

| |client was not “in business,” and at a subsequent session was “in business” (Form 641, Part II, |

| |Field 20 and Part III, Field 39) |

| | |

| |Previously |

| |Total Number of Businesses Created |

| |Total number of Nascent Clients that subsequently opened a business during the fiscal year. |

| |Business are considered “Created” if at the previous session during the FY the client was not “in |

| |business,” and at subsequent session was “in business” (Form 641, Part III, Fields 39) |

| | |

| |Note: |

| |Include the number in the quarter where the minimum client session was marked in business.    |

| |Formula:  Count(In business) clients for the quarter where last counseling session in previous |

| |quarter/fiscal is marked client as not in business.     |

| |Client could be a ‘Nascent Business’ or ‘In-Business’ for the FY and can be counted “Business |

| |Created”. |

|Total $ Amount of Capital Infusion |Aggregate amount from Form 641, Part III, $ Total Amount of SBA Loans, $ Total Amount of non- SBA |

| |loans and $ Amount of Equity Capital Received. |

| $ Amount of SBA Loans |From Form 641, Part III, $Total Amount of SBA Loans, sum of all the field entries for the |

| |reporting period. |

| $ Amount of Non-SBA Loans |From Form 641, Part III, $Total Amount of SBA Loans, sum of all the field entries for the |

| |reporting period. |

| $ Amount of Equity Infusion |From Form 641, Part III, $Total Amount of SBA Loans, sum of all the field entries for the |

| |reporting period. |

|Total Number of Clients Served |Sum of the total number of clients counseled and the total number of training attendees |

| | |

| |(Previously Total Number of Clients Counseled & Trained3) |

| |Total number of Counseling Clients plus total number of Training Attendees. Form 641, Client ID |

| |plus Form 888, Field 8) |

|Counseling | |

| Total Number of Clients Counseled2 |Unique clients having at least one session during the fiscal year. A unique client will be |

| |counted once during the entire fiscal year. (Form 641, Based on Client ID) |

|Total Number of Extended Engagement Clients (EEC) Counseled (5 |For a client receiving services in the report year, the total number of clients who have received |

|hours or more) |5 or more aggregate hours of counseling (contact only) time, (Field 50a) in that fiscal year and |

| |any prior (beginning October 1, 2005). |

|Total Number of Long-Term Clients (LTC) Counseled (5 hours or |For a client receiving services in the report year, the total number of clients who have received |

|more) |5 or more aggregate hours of counseling (contact and prep time, (Fields 50a and 50b) in that |

| |fiscal year only. |

| Total Number of Counseling Hours |Total number of counseling hours (contact plus prep, Form 641, Part III, Field 50a plus 50b) from |

| |all forms 641. |

| Average Hours Per Client Counseled |Average of total hours counseled (contact hours plus prep hours) from all Form 641 divided by |

| |total number of counseled clients. Form 641, Part III, and Field 50a plus 50b divided by number |

| |of clients counseled). |

| Average Hours Per Session |Total number of hours counseled (contact hours plus prep hours) from all Forms 641 divided by the |

| |total number of sessions. |

|Training | |

| Total Number of Training Attendees |Total of individuals trained. (Form 888, Field 8) |

| Total Number of Training Hours |The sum per individual Form 888 of the hours of training (Field 5). |

| Total Number of Training Hours * Total |The sum per individual Form 888 of the hours of training (Field 5) x the total number trained |

|number trained |(Field 8). |

| Total Number of Training Sessions |Total number of sessions from Form 888, Field 4. Or is it the total number of 888s under the new |

| |definitions. |

|Total Number of Nascent Entrepreneur |Total number of clients who identify themselves as not “in business” at the initial counseling |

| |session for that fiscal year. If the client subsequently starts a business during the reporting |

| |period, he will still be counted as a Nascent Client during that reporting period. (Form 641, Part|

| |III, Field 39). |

|Total Number of Business Start-up Clients4 |Total number of In-Business Clients who are classified as “Start-Up.” Clients are considered |

| |“Start-Up” if the difference between the last day of the current quarter and the date in the field|

| |labeled “Month and Year Business Started” for the first session in the FY equals less than 12 |

| |months. (Form 641, Part III, Fields 24 and 40) |

|Total Number of In-Business Clients |Total number of clients who identify themselves as being “in-business” at the initial counseling |

| |session for that fiscal year. If the client closes his business during the fiscal year, he will |

| |still be counted as an In-Business Client. (Form 641, Part III, Field 39) |

|Total Number of Online Counseling Clients |During the FY any client who identified himself/herself as “Online” who completes at least one |

| |session. Face-to-face and telephone clients are not included. (Form 641, Field 1a) |

1 Data for previous fiscal years

2 Data will include direct counseling and training conducted by District Offices

3This number is included in “Total Number of Counseling & Training Clients.”

4If a business is categorized as a start-up in any quarter, they are included in this category total regardless of their current status during the rest of the FY. This information is calculated each quarter to reflect the annual number of business start-ups.

1 Demographics

Result Set:

|Element |Reporting Requirements |

|Fiscal Year1 |For SBA purposes, the Fiscal year comprises October 1 through September 30th of the following |

| |calendar year. |

|Quarter |Q1: October 1 - December 31 |

| |Q2: January 1 - March 31 |

| |Q3: April 1 - June 30 |

| |Q4: July 1 - September 30 |

|Total Number of Women Counseled |Tally of clients that checked the box for “Female” in Form 641, Part II, Field 16 |

|Total Number of Women Trained |Summary of values entered for “Women” in Form 888, Field 8 |

|Total Number of Women Counseled and Trained |Sum of previous two elements. |

|Total Number of Minorities Trained |Summary of value entered for “Total Number of Minorities Trained” |

| | |

| |There is no calculation based on summary of values entered for all of: |

| |- “Asians” |

| |- “Blacks or African Americans” |

| |- “Native Americans or Alaskan Natives” |

| |- “Native Hawaiians or other Pacific Islanders” |

| |in Form 888, Field 9 |

|Total Number of Hispanic Origin Counseled |Tally of clients that checked the box for “Hispanic Origin” in Form 641, Part II, Field 15 |

|Total Number of Hispanic Origin Trained |Summary of values entered for “Hispanic Origin” in Form 888, Field 9 |

|Total Number of Hispanic Origin Counseled and Trained |Sum of: |

| |- Previous element total |

| |- Tally of clients that checked the box for “Hispanic Origin” in Form 641, Part II, Field 15 |

|Total Number of Blacks or African Americans Counseled |Tally of clients that checked the box for “Black or African American” on Form 641, Part II, Field |

| |14 |

|Total Number of Blacks or African Americans Trained |Summary of values entered for “Blacks or African Americans” in Form 888, Field 9 |

|Total Number of Blacks or African American Counseled and Trained |Sum of previous two elements. |

|Total Number of Asians Counseled |Tally of clients that checked the box for “Asian” on Form 641, Part II, Field 14 |

|Total Number of Asians Trained |Summary of values entered for “Asians” in Form 888, Field 9 |

|Total Number of Asians Counseled and Trained |Sum of previous two elements. |

|Total Number of Native Americans or Alaskan Natives Counseled |Tally of clients that checked the box for “Native American or Alaskan Native” on Form 641, Part |

| |II, Field 14 |

|Total Number of Native Americans or Alaskan Natives Trained |Summary of values entered for “Native Americans or Alaskan Natives” in Form 888, Field 9 |

|Total Number of Native Americans or Alaskan Natives Trained and |Sum of previous two elements. |

|Counseled | |

|Total Number of Native Hawaiians or other Pacific Islanders |Tally of clients that checked the box for “Native Hawaiian or other Pacific Islander” on Form 641,|

|Counseled |Part II, Field 14 |

|Total Number of Native Hawaiians or other Pacific Islanders |Summary of values entered for “Native Hawaiians or other Pacific Islanders” in Form 888, Field 9 |

|Trained | |

|Total Number of Native Hawaiians or other Pacific Islanders |Sum of previous two elements. |

|Counseled and Trained | |

|Total Number of Whites Counseled |Form 641, Part II, Field 14 |

|Total Number of Whites Trained |Summary of values entered for “White” in Form 888, Field 9 |

|Total Number of Whites Counseled and Trained |Sum of previous two elements. |

|Total Number of Clients Counseled2 |Tally of unique clients having at least one session during the fiscal year. A “unique client” |

| |will be counted once during the entire fiscal year. |

| |Form 641, Part II, Based on Client ID |

|Total Number of Clients Trained |Summary of values entered for “Total Number Trained” in Form 888, Field 8 |

|Total Number of Clients Counseled and Trained3 |Sum of previous two elements. |

|Total Number of “no response” race category |Tally of unique clients having left all of the boxes blank in Form 641, Part II, Field 14 on all |

| |of their forms. |

|Total Number of Males Counseled |Tally of clients that checked the box for “Male” on Form 641, Part II, Field 16 |

|Total Number of Persons With a Disability Counseled |Tally of clients that checked the box for “Yes” on Form 641, Part II, Field 17 |

|Total Number of Persons With a Disability Trained |Summary of values entered for “People with Disabilities” in Form 888, Field 8 |

|Total Number of Persons With a Disability Counseled and Trained |Sum of previous two elements. |

|Total Number of Persons Without Disability Counseled |Tally of clients that checked the box for “No” on Form 641, Part II, Field 17 plus Form 888, Field|

| |8 |

|Total Number of Persons Without a Disability Trained |Summary of values entered for “Total Number Trained” minus the summary of values entered for |

| |“People with Disabilities” in Form 888, Field 8 |

|Total Number of Persons Without a Disability Counseled and |Sum of previous two elements. |

|Trained | |

|Total Number of Veterans Counseled |Tally of clients that checked the box for “Veteran” on Form 641, Part II, Field 18 |

|Total Number of Veterans Trained |Summary of values entered for “Total Veterans” in Form 888, Field 8 |

|Total Number of Veterans Counseled and Trained |Sum of previous two elements. |

|Total Number of Service-Disabled Veterans Counseled |Tally of clients that checked the box for “Service-Disabled Veteran” on Form 641, Part II, Field |

| |18 |

|Total Number of Service-Disabled Veterans Trained |Summary of values entered for “Service-Disabled Veterans” in Form 888, Field 8 |

|Total Number of Service-Disabled Veterans Counseled and Trained |Sum of previous two elements. |

1 Data for previous fiscal years

2 Data will include direct counseling and training conducted by District Offices

3This number is included in “Total Number of Counseling & Training Clients.”

NOTE: total number of race and ethnicity may be more than 100% because individual may come from more than one racial background. Total number of minorities trained as reported by resource partner.

2 In-Business

Additional Criteria/Notes:

• A client will only be counted if at that first session, the client stated it was currently ‘In Business’ (the counselor checked the box for “Yes” on Form 641, Part III, Field 39).

• All future sessions will be counted under the clients original ‘In Business’ status for that FY. Therefore, if the client is identified as ‘In Business’ in the first session of the FY, the client will be considered ‘In Business’ for the remainder of the FY, even if it goes out of business.

Result Set:

|Elements |Reporting Requirements |

|Fiscal Year[i] |For SBA purposes, the Fiscal year comprises October 1 through September 30th of the |

| |following calendar year. |

|Quarter |Q1: October 1 - December 31 |

| |Q2: January 1 - March 31 |

| |Q3: April 1 - June 30 |

| |Q4: July 1 - September 30 |

|Total Number of Clients Counseled |Unique clients having at least one session during the fiscal year. A unique client will|

| |be counted once during the entire fiscal year. (Form 641, Based on Client ID) |

|Total Number of Counseled In Business Clients |Total number of clients considered for this report, as defined in the “Criteria” above. |

|Total Number of Businesses 0-6 Months Old |Clients are counted if the difference between the end of the quarter and the date of |

| |their first session is less than 6 months (Form 641, Part II, Field 20) |

|Total Number of Businesses 6-12 Months Old |Clients are counted if the difference between the end of the most recent quarter and the|

| |date of their first session is between 6 and 12 months (Form 641, Part II, Field 20) |

|Total Number of Businesses 1-3 Years Old |Clients are counted if the difference between the end of the most recent quarter and the|

| |date of their first session is between 1 and 3 years (Form 641, Part II, Field 20) |

|Total Number of Businesses 3-5 Years Old |Clients are counted if the difference between the end of the most recent quarter and the|

| |date of their first session is between 3 and 5 years (Form 641, Part II, Field 20) |

|Total Number of Businesses 5-10 Years Old |Clients are counted if the difference between the end of the most recent quarter and the|

| |date of their first session is between 5 and 10 years (Form 641, Part II, Field 20) |

|Total Number of Businesses Over 10 Years Old |Clients are counted if the difference between the end of the most recent quarter and the|

| |date of their first session is greater than 10 years (Form 641, Part II, Field 20) |

|Total Number of Mining Businesses |Tally of clients that checked the box for “Mining” on Form 641, Part II, Field 22 |

|Total Number of Utility Businesses |Tally of clients that checked the box for “Utilities” on Form 641, Part II, Field 22 |

|Total Number of Information Businesses |Tally of clients that checked the box for “Information” on Form 641, Part II, Field 22 |

|Total Number of Construction Businesses |Tally of clients that checked the box for “Construction” on Form 641, Part II, Field 22 |

|Total Number of Retail Trade Businesses |Tally of clients that checked the box for “Retail Trade” on Form 641, Part II, Field 22 |

|Total Number of Manufacturing Businesses |Tally of clients that checked the box for “Manufacturing” on Form 641, Part II, Field 22|

|Total Number of Finance & Insurance Businesses |Tally of clients that checked the box for “Finance & Insurance” on Form 641, Part II, |

| |Field 22 |

|Total Number of Wholesale Trade Businesses |Tally of clients that checked the box for “Wholesale Trade” on Form 641, Part II, Field |

| |22 |

|Total Number of Public Administration Businesses |Tally of clients that checked the box for “Public Administration” on Form 641, Part II, |

| |Field 22 |

|Total Number of Education Service Businesses |Tally of clients that checked the box for “Educational Services” on Form 641, Part II, |

| |Field 22 |

|Total Number of Real Estate and Rental and Leasing Businesses |Tally of clients that checked the box for “Real Estate & Rental & Leasing” on Form 641, |

| |Part II, Field 22 |

|Total Number of Health Care & Social Assistance Businesses |Tally of clients that checked the box for “Health Care & Social Assistance” on Form 641,|

| |Part II, Field 22 |

|Total Number of Accommodation and Food Service Businesses |Tally of clients that checked the box for “Accommodation & Food Services” on Form 641, |

| |Part II, Field 22 |

|Total Number of Arts, Entertainment & Recreation Businesses |Tally of clients that checked the box for “Arts, Entertainment & Recreation” on Form |

| |641, Part II, Field 22 |

|Total Number of Transportation & Warehouse Businesses |Tally of clients that checked the box for “Transportation & Warehousing” on Form 641, |

| |Part II, Field 22 |

|Total Number of Professional, Scientific & Technical Service |Tally of clients that checked the box for “Professional, Scientific & Technical |

|Businesses |Services” on Form 641, Part II, Field 22 |

|Total Number of Management of Companies & Enterprises Businesses|Tally of clients that checked the box for “Management of Companies & Enterprises” on |

| |Form 641, Part II, Field 22 |

|Total Number of Agriculture, Forestry & Hunting Businesses |Tally of clients that checked the box for “Agriculture, Forestry, Fishing & Hunting” on |

| |Form 641, Part II, Field 22 |

|Total Number of Administrative & Support Businesses |Tally of clients that checked the box for “Administrative & Support” on Form 641, Part |

| |II, Field 22 |

|Total Number of Waste management & Remediation Service |Tally of clients that checked the box for “Waste Management & Remediation Services” on |

|Businesses |Form 641, Part II, Field 22 |

|Total Number of Other Businesses except Public Administration |Tally of clients that checked the box for “Other Services except Public Administration” |

| |on Form 641, Part II, Field 22 |

|Total Number of Male-Owned Businesses |A business is considered male-owned if the percentage ownership listed for Male is |

| |greater than 50% (Form 641, Part II, Field 23) |

|Total Number of Female-Owned Businesses |A business is considered male-owned if the percentage ownership listed for Female is |

| |greater than 50% (Form 641, Part II, Field 23) |

|Total Number of Businesses that conduct business Online |Tally of clients that checked the box for “Yes” on Form 641, Part II, Field 25 |

|Total Number of Home-Based Businesses |Tally of clients that checked the box for “Yes” on Form 641, Part II, Field 26 |

|Total Number of Businesses with 0 - 10 Employees |Tally of clients that wrote a value between 0 and 10 on Form 641, Part II, Field 27 |

|Total Number of Businesses with 11 - 50 Employees |Tally of clients that wrote a value between 11 and 50 on Form 641, Part II, Field 27 |

|Total Number of Businesses with 51 - 100 Employees |Tally of clients that wrote a value between 51 and 100 on Form 641, Part II, Field 27 |

|Total Number of Businesses with 101 - 500 Employees |Tally of clients that wrote a value between 101 and 500 on Form 641, Part II, Field 27 |

|Total Number of Businesses with More Than 500 Employees |Tally of clients that wrote a value of 501 or greater on Form 641, Part II, Field 27 |

|Total Number of Businesses with Revenue of $0 - $25,000 |A business will be counted if the number stated for “Gross Revenues/Sales” is between 0 |

| |and 25,000 (Form 641, Part II, Field 28) |

|Total Number of Businesses with Revenue of $25,000 - $50,000 |A business will be counted if the number stated for “Gross Revenues/Sales” is between |

| |25,001 and 50,000 (Form 641, Part II, Field 28) |

|Total Number of Businesses with Revenue of $50,000 - $100,000 |A business will be counted if the number stated for “Gross Revenues/Sales” is between |

| |50,001 and 100,000 (Form 641, Part II, Field 28) |

|Total Number of Businesses with Revenue of $100,000 - $250,000 |A business will be counted if the number stated for “Gross Revenues/Sales” is between |

| |100,001 and 250,000 (Form 641, Part II, Field 28) |

|Total Number of Businesses with Revenue of $250,000 - $500,000 |A business will be counted if the number stated for “Gross Revenues/Sales” is between |

| |250,001 and 500,000 (Form 641, Part II, Field 28) |

|Total Number of Businesses with Revenue of $500,000 - $1,000,000|A business will be counted if the number stated for “Gross Revenues/Sales” is between |

| |500,001 and 1,000,000 (Form 641, Part II, Field 28) |

|Total Number of Businesses with Revenue Greater Than $1,000,000 |A business will be counted if the number stated for “Gross Revenues/Sales” is greater |

| |than 1,000,000 (Form 641, Part II, Field 28) |

|Total Number of Businesses who Reported Losses |A business will be counted if the number stated for “+Profits/-Losses” is less than zero|

| |(Form 641, Part II, Field 28) |

|Total Number of Businesses who Reported Profits of $0 - $25,000 |A business will be counted if the number stated for “+Profits/-Losses” is between 0 and |

| |25,000 (Form 641, Part II, Field 28) |

|Total Number of Businesses who Reported Profits of $25,000 - |A business will be counted if the number stated for “+Profits/-Losses” is between 25,001|

|$50,000 |and 50,000 (Form 641, Part II, Field 28) |

|Total Number of Businesses who Reported Profits of $50,000 - |A business will be counted if the number stated for “+Profits/-Losses” is between 50,001|

|$100,000 |and 100,000 (Form 641, Part II, Field 28) |

|Total Number of Businesses who Reported Profits of $100,000 - |A business will be counted if the number stated for “+Profits/-Losses” is between |

|$250,000 |100,001 and 250,000 (Form 641, Part II, Field 28) |

|Total Number of Businesses who Reported Profits of $250,000 - |A business will be counted if the number stated for “+Profits/-Losses” is between |

|$500,000 |250,001 and 500,000 (Form 641, Part II, Field 28) |

|Total Number of Businesses who Reported Profits of $500,000 - |A business will be counted if the number stated for “+Profits/-Losses” is between |

|$1,000,000 |500,001 and 1,000,000 (Form 641, Part II, Field 28) |

|Total Number of Businesses who Reported Profits Greater Than |A business will be counted if the number stated for “+Profits/-Losses” is greater than |

|$1,000,000 |1,000,000 (Form 641, Part II, Field 28) |

|Total Number of Sole proprietorships |Tally of clients that checked the box for “Sole Proprietorship” on Form 641, Part II, |

| |Field 29 |

|Total Number of S-corporations |Tally of clients that checked the box for “S-Corporation” on Form 641, Part II, Field 29|

|Total Number of Corporations |Tally of clients that checked the box for “Corporation” on Form 641, Part II, Field 29 |

|Total Number of Partnerships |Tally of clients that checked the box for “Partnership” on Form 641, Part II, Field 29 |

|Total Number of LLCs |Tally of clients that checked the box for “LLC” on Form 641, Part II, Field 29 |

|Total of Other Legal Entities |Tally of clients that checked the box for “Other” on Form 641, Part II, Field 29 |

|Total Number of Businesses Trained Currently In-Business |Summary of values entered for “Currently in Business” on Form 888, Field 8 |

|Total $ Amount of Capital Infusion |Aggregate amount from Form 641, Part III, $ Total Amount of SBA Loans, $ Total Amount of|

| |non- SBA loans and $ Amount of Equity Capital Received. |

| $ Amount of SBA Loans |From Form 641, Part III, $Total Amount of SBA Loans, sum of all the field entries for |

| |the reporting period. |

| $ Amount of Non-SBA Loans |From Form 641, Part III, $Total Amount of SBA Loans, sum of all the field entries for |

| |the reporting period. |

| $ Amount of Equity Infusion |From Form 641, Part III, $Total Amount of SBA Loans, sum of all the field entries for |

| |the reporting period. |

|Total Number of Government Contracts or Subcontracts |Summary of the values entered for “No. of Government Contracts or Subcontracts Received”|

| |on Form 641, Part III, Field 43. For each unique client, in the case where that client |

| |has multiple sessions, only the value from the first session per FY is counted. |

|Total Number of Dollar Value of Government Contracts |Displayed only for Fiscal Year 2008 and before |

| |Summary of the values entered for “Dollar Value of Government Contracts/Subcontracts |

| |Received” on Form 641, Part III, Field 43. For each unique client, in the case where |

| |that client has multiple sessions, only the value from the first session per FY is |

| |counted. |

|Total Number of 8(a) Certifications Received |Total number of counseling clients that subsequently were 8(a) Certified during or prior|

| |to the fiscal year being reported. Business are considered '8(a) Certified' if at the |

| |previous session the client did not check 8(a) certification check box and at a |

| |subsequent session checked the 8(a) certification check box (Form 641, Part III, Field |

| |43) |

|Total Number of Hubzones Certifications Received |Total number of counseling clients that subsequently were Hubzones Certified during or |

| |prior to the fiscal year being reported. Business are considered 'Hubzones Certified' |

| |if at the previous session the client did not check Hubzones certification check box and|

| |at a subsequent session checked the Hubzones certification check box (Form 641, Part |

| |III, Field 43) |

|Total Number of SDB Certifications Received |Total number of counseling clients that subsequently were SDB Certified during or prior |

| |to the fiscal year being reported. Business are considered 'SDB Certified' if at the |

| |previous session the client did not check SDB certification check box and at a |

| |subsequent session checked the SDB certification check box (Form 641, Part III, Field |

| |43) |

|Total Number of Other (state, local, etc) Certifications |Total number of counseling clients that subsequently were Other (state, local, etc) |

|Received |Certified during or prior to the fiscal year being reported. Business are considered |

| |‘Other (state, local, etc) Certified' if at the previous session the client did not |

| |check Other (specify state, local, etc) certification check box and at a subsequent |

| |session checked the Other (specify state, local, etc) certification check box (Form 641,|

| |Part III, Field 43) |

|Total Number of Community Express SBA Assistance Received |Total number of counseling clients that subsequently received Community Express SBA |

| |Assistance during or prior to the fiscal year being reported. Business are considered |

| |if at the previous session the client did not check Community Express SBA Assistance |

| |check box and at a subsequent session checked the Community Express SBA Assistance check|

| |box (Form 641, Part III, Field 43) |

|Total Number of Micro loan SBA Assistance Received |Total number of counseling clients that subsequently received Micro loan SBA Assistance |

| |during or prior to the fiscal year being reported. Business are considered if at the |

| |previous session the client did not check Micro loan SBA Assistance check box and at a |

| |subsequent session checked the Micro loan SBA Assistance check box (Form 641, Part III, |

| |Field 43) |

|Total Number of Other (SBIR, SBIC, 7(a) 504, etc) SBA Assistance|Total number of counseling clients that subsequently were Other (SBIR, SBIC, 7(a) 504, |

|Received |etc) during or prior to the fiscal year being reported. Business are considered if at |

| |the previous session the client did not check Other (SBIR, SBIC, 7(a) 504, etc) check |

| |box and at a subsequent session checked the Other (SBIR, SBIC, 7(a) 504, etc) check box |

| |(Form 641, Part III, Field 43) |

|Total Number of Sessions Start-up Assistance Provided |A session will be counted if the “Start-up Assistance” field is checked (Form 641, Part |

| |III, Field 44) |

|Total Number of Sessions Business Plan Assistance Provided |A session will be counted if the “Business Plan” field is checked (Form 641, Part III, |

| |Field 44) |

|Total Number of Sessions Financing/Capital Provided |A session will be counted if the “Financing/Capital” field is checked (Form 641, Part |

| |III, Field 44) |

|Total Number of Sessions - Managing a Business |A session will be counted if the “Managing a Business” field is checked (Form 641, Part |

| |III, Field 44) |

|Total Number of Sessions - Human Resources/Managing Employees |A session will be counted if the “Human Resources/Managing Employees” field is checked |

| |(Form 641, Part III, Field 44) |

|Total Number of Sessions - Customer Relations |A session will be counted if the “Customer Relations” field is checked (Form 641, Part |

| |III, Field 44) |

|Total Number of Sessions - Business Accounting/Budget |A session will be counted if the “Business Accounting/Budget” field is checked (Form |

| |641, Part III, Field 44) |

|Total Number of Sessions - Cash Flow Management |A session will be counted if the “Cash Flow Management” field is checked (Form 641, Part|

| |III, Field 44) |

|Total Number of Sessions - Tax Planning |A session will be counted if the “Tax Planning” field is checked (Form 641, Part III, |

| |Field 44) |

|Total Number of Sessions - Marketing/Sales |A session will be counted if the “Marketing/Sales” field is checked (Form 641, Part III,|

| |Field 44) |

|Total Number of Sessions - Contracting |A session will be counted if the “Government Contracting” field is checked (Form 641, |

| |Part III, Field 44) |

|Total Number of Sessions - Franchising |A session will be counted if the “Franchising” field is checked (Form 641, Part III, |

| |Field 44) |

|Total Number of Sessions - Buy/Sell Business |A session will be counted if the “Buy/Sell Business” field is checked (Form 641, Part |

| |III, Field 44) |

|Total Number of Sessions -Technology/Computers |A session will be counted if the “Technology/Computers” field is checked (Form 641, Part|

| |III, Field 44) |

|Total Number of Sessions - eCommerce |A session will be counted if the “eCommerce” field is checked (Form 641, Part III, Field|

| |44) |

|Total Number of Sessions - Legal Issues |A session will be counted if the “Legal Issues” field is checked (Form 641, Part III, |

| |Field 44) |

|Total Number of Sessions - International Trade |A session will be counted if the “International Trade” field is checked (Form 641, Part |

| |III, Field 44) |

3 Nascent

Additional Criteria/Notes:

• A client will only be counted if at that first session, the client stated it was not currently ‘In Business’ (the counselor checked the box for “No” on Form 641, Part III, Field 39).

• All future sessions will be counted under the clients original ‘Nascent’ status for that FY. Therefore, if the client is identified as ‘Nascent’ (not ‘In Business’) in the first session of the FY, the client will be considered ‘Nascent’ for the remainder of the FY, even if it goes into business.

Result Set:

|Elements |Reporting Requirements |

|Total Number of Nascent Entrepreneur Clients |Tally of clients that checked the box for “No” on Form 641, Part II, Field 20 |

|Total $ Amount of Capital Infusion |Aggregate amount from Form 641, Part III, $ Total Amount of SBA Loans, $ Total Amount of |

| |non- SBA loans and $ Amount of Equity Capital Received. |

| $ Amount of SBA Loans |From Form 641, Part III, $Total Amount of SBA Loans, sum of all the field entries for the |

| |reporting period. |

| $ Amount of Non-SBA Loans |From Form 641, Part III, $Total Amount of SBA Loans, sum of all the field entries for the |

| |reporting period. |

| $ Amount of Equity Infusion |From Form 641, Part III, $Total Amount of SBA Loans, sum of all the field entries for the |

| |reporting period. |

|Total Number of Government Contracts or Subcontracts (Nascent) |Displayed only for Fiscal Year 2008 and before |

| |Summary of values entered for “No. of Government Contracts or Subcontracts Received” in |

| |Form 641, Part III, Field 43. For each unique client, in the case where that client has |

| |multiple sessions, only the value from the first session per FY is counted. |

|Total Number of Dollar Value of Government Contracts (Nascent) |Displayed only for Fiscal Year 2008 and before |

| |Summary of values entered for “Dollar Value of Government Contracts/Subcontracts Received”|

| |in Form 641, Part III, Field 43. For each unique client, in the case where that client has|

| |multiple sessions, only the value from the first session per FY is counted. |

|Total Number of 8(a) Certifications Received |Total number of counseling clients that subsequently were 8(a) Certified during or prior |

| |to the fiscal year being reported. Business are considered '8(a) Certified' if at the |

| |previous session the client did not check 8(a) certification check box and at a subsequent|

| |session checked the 8(a) certification check box (Form 641, Part III, Field 43) |

|Total Number of Hubzones Certifications Received |Total number of counseling clients that subsequently were Hubzones Certified during or |

| |prior to the fiscal year being reported. Business are considered 'Hubzones Certified' if |

| |at the previous session the client did not check Hubzones certification check box and at a|

| |subsequent session checked the Hubzones certification check box (Form 641, Part III, Field|

| |43) |

|Total Number of SDB Certifications Received |Total number of counseling clients that subsequently were SDB Certified during or prior to|

| |the fiscal year being reported. Business are considered 'SDB Certified' if at the |

| |previous session the client did not check SDB certification check box and at a subsequent |

| |session checked the SDB certification check box (Form 641, Part III, Field 43) |

|Total Number of Other (state, local, etc) Certifications Received|Total number of counseling clients that subsequently were Other (state, local, etc) |

| |Certified during or prior to the fiscal year being reported. Business are considered |

| |'Other (state, local, etc) Certified' if at the previous session the client did not check |

| |Other (state, local, etc) certification check box and at a subsequent session checked the |

| |Other (state, local, etc) certification check box (Form 641, Part III, Field 43) |

|Total Number of Community Express SBA Assistance Received |Total number of counseling clients that subsequently received Community Express SBA |

| |Assistance during or prior to the fiscal year being reported. Business are considered if |

| |at the previous session the client did not check Community Express SBA Assistance check |

| |box and at a subsequent session checked the Community Express SBA Assistance check box |

| |(Form 641, Part III, Field 43) |

|Total Number of Micro loan SBA Assistance Received |Total number of counseling clients that subsequently received Micro loan SBA Assistance |

| |during or prior to the fiscal year being reported. Business are considered if at the |

| |previous session the client did not check Micro loan SBA Assistance check box and at a |

| |subsequent session checked the Micro loan SBA Assistance check box (Form 641, Part III, |

| |Field 43) |

|Total Number of Other (SBIR, SBIC, 7(a) 504, etc) SBA Assistance |Total number of counseling clients that subsequently were Other (SBIR, SBIC, 7(a) 504, |

|Received |etc) during or prior to the fiscal year being reported. Business are considered if at the|

| |previous session the client did not check Other (SBIR, SBIC, 7(a) 504, etc) check box and |

| |at a subsequent session checked the Other (SBIR, SBIC, 7(a) 504, etc) check box (Form 641,|

| |Part III, Field 43) |

|Total Number of Sessions Start-up Assistance Provided (Nascent) |Tally of sessions where the boxed for “Start-up Assistance (How do I start a small |

| |business?)” was checked on Form 641, Part III, Field 44 |

|Total Number of Business Plan Sessions |Tally of sessions where the boxed for “Business Plan” was checked on Form 641, Part III, |

| |Field 44 |

|Total Number of Sessions Financing/Capital Provided (Nascent) |Tally of sessions where the boxed for “Financing/Capital (such as, applying for a loan, |

| |building equity capital)” was checked on Form 641, Part III, Field 44 |

|Total Number of Sessions-Managing a Business (Nascent) |Tally of sessions where the boxed for “Managing a Business” was checked on Form 641, Part |

| |III, Field 44 |

|Total Number of Sessions Human Resources/Managing Employees |Tally of sessions where the boxed for “Human Resources/Managing Employees” was checked on |

|(Nascent) |Form 641, Part III, Field 44 |

|Total Number of Sessions Customer Relations (Nascent) |Tally of sessions where the boxed for “Customer Relations” was checked on Form 641, Part |

| |III, Field 44 |

|Total Number of Sessions-Business Accounting/Budget (Nascent) |Tally of sessions where the boxed for “Business Accounting/Budget” was checked on Form |

| |641, Part III, Field 44 |

|Total Number of Sessions Cash Flow Management (Nascent) |Tally of sessions where the boxed for “Cash Flow Management” was checked on Form 641, Part|

| |III, Field 44 |

|Total Number of Sessions-Tax Planning (Nascent) |Tally of sessions where the boxed for “Tax Planning” was checked on Form 641, Part III, |

| |Field 44 |

|Total Number of Sessions Marketing/Sales (Nascent) |Tally of sessions where the boxed for “Marketing/Sales (promotion, market research, |

| |pricing, etc.)” was checked on Form 641, Part III, Field 44 |

|Total Number of Sessions Contracting (Nascent) |Tally of sessions where the boxed for “Government Contracting (including certifications)” |

| |was checked on Form 641, Part III, Field 44 |

|Total Number of Sessions Franchising (Nascent) |Tally of sessions where the boxed for “Franchising” was checked on Form 641, Part III, |

| |Field 44 |

|Total Number of Sessions Buy/Sell Business (Nascent) |Tally of sessions where the boxed for “Buy/Sell Business” was checked on Form 641, Part |

| |III, Field 44 |

|Total Number of Sessions Technology/Computers (Nascent) |Tally of sessions where the boxed for “Technology/Computers” was checked on Form 641, Part|

| |III, Field 44 |

|Total Number of Sessions eCommerce (Nascent) |Tally of sessions where the boxed for “eCommerce (using the internet to do business)” was |

| |checked on Form 641, Part III, Field 44 |

|Total Number of Sessions Legal Issues (Nascent) |Tally of sessions where the boxed for “Legal Issues (such as, Should I incorporate?)” was |

| |checked on Form 641, Part III, Field 44 |

|Total Number of Sessions International Trade (Nascent) |Tally of sessions where the boxed for “International Trade” was checked on Form 641, Part |

| |III, Field 44 |

Operational Reports

User(s):

• Resource Partner

• District Office User

• Management Admin User

Inputs/Selection:

Begin Date: End Date:

Form 641 Parts I and II, this is the Client Signature Date

Form 641 Parts III, this is the Counseling Date

Form 888 this is the Training Date

Management Admin Users must also select either Location or a District Office.

Locations

Partner Type:

Location Name:

District Offices

Region:

District:

1 Form 641, Parts I and II

Criteria:

• Data from Form 641, Parts I and II

Result Set:

|Element |Reporting Requirements |Data Type |

|SBA Client Number | | |

|Partner Client Number | | |

|PART I: |

|Office Name |Data from Field 1 |Text |

|Type of Client |Data from Field 1a, formatted as the text of the option checked |Text |

|City/State of Office Location |Data from Field 2 |Text |

|Client Name |Data from Field 3 |Text |

|Email |Data from Field 4 |Text |

|Telephone - Primary |Data from Field 5 |Text |

|Telephone - Secondary |Data from Field 5 |Text |

|Fax |Data from Field 6 |Text |

|Street Address/PO Box |Data from Field 7 |Text |

|City |Data from Field 8 |Text |

|State |Data from Field 9, formatted as two letter state code “XX” |Text |

|Zip/Postal Code |Data from Field 10, formatted as “XXXXX” if only 5 is provided and “XXXXX-XXXX” if +4 is |Text |

| |provided in next box on form. Postal Code is displayed if Country is other than US. | |

|Country Code | | |

|Agreement |Data from Field 11, either “Yes” or “No” |Text |

|Preferred date & time for appointment|Data from Field 12 |Date |

|- Date | | |

|Preferred date & time for appointment|Data from Field 12 |Time |

|- Time | | |

|Client Signature |Data from Field 13 |Text |

|Client Signature - Date |Data from Field 13 |Date |

|PART II: |

|Race |Data from Field 14, formatted as the text of the option checked. In the case where more |Text |

| |than one option is checked, separate entries by a comma. In the case where no option was | |

| |checked, display “No response” | |

|Ethnicity |Data from Field 15, formatted as the text of the option checked. |Text |

|Gender |Data from Field 16, formatted as the text of the option checked. |Text |

|Person with disability? |Data from Field 17, either “Yes” or “No”. |Text |

|Veteran Status |Data from Field 18, formatted as the text of the option checked. |Text |

|Military Status |Data from Field 18a, formatted as the text of the option checked. |Text |

|What prompted you to contact us? |Data from Field 19, formatted as the text of the option checked or the text entered into |Text |

| |the “Other (Specify)” area. In the case where more than one option is checked, separate | |

| |entries by a comma. | |

|Currently in Business? |Data from Field 20, either “Yes” or “No” |Text |

|Name of Company |Data from Field 21 |Text |

|Type of Business |Data from Field 22, formatted as the text of the option checked. |Text |

|Business Ownership - % Male |Data from Field 23 |Number |

|Business Ownership - % Female |Data from Field 23 |Number |

|Month & Year Business Started? |Data from Field 24 |Date |

|Conduct Business Online? |Data from Field 25, either “Yes” or “No” |Text |

|Home-Based Business? |Data from Field 26 |Text |

|8(a) Certified? |Data from Field 26 (a) |Text |

|Total No. of Employees |Data from Field 27 |Number |

|Gross Revenues/Sales |Data from Field 28 |Number, Currency |

|+Profits/-Losses |Data from Field 28, negative value is preceded by a “-“ |Number, Currency |

|Legal Entity of Business |Data from Field 29, formatted as the text of the option checked or the text entered into |Text |

| |the “Other (Specify)” area. | |

|Nature of the Counseling Seeking? |Data from Field 30, formatted as the text of the option checked. |Text |

|Specific Assistance Requested |Data from Field 30, text from the “Describe specific assistance requested in the space |Text |

| |provided.” area. | |

2 Form 641, Part III

Criteria:

• Data from Form 641, Part III only

Result Set:

|Element |Reporting Requirements |Data Type |

|SBA Client Number | | |

|SBA Session Number | | |

|Partner Client Number | | |

|Partner Session Number | | |

|Client Name |Data from Field 31 |Text |

|Email |Data from Field 32 |Text |

|Telephone - Primary |Data from Field 33 |Text |

|Telephone - Secondary |Data from Field 33 |Text |

|Fax |Data from Field 34 |Text |

|Street Address / PO Box |Data from Field 35 |Text |

|City |Data from Field 36 |Text |

|State |Data from Field 37, formatted as two letter state code “XX” |Text |

|Zip/Postal Code |Data from Field 38, formatted as “XXXXX” if only 5 is provided and “XXXXX-XXXX” if +4 is |Text |

| |provided in next box on form. Postal Code is displayed if Country is other than US. | |

|Country Code | | |

|Is the Client Currently in Business |Data from Field 39, either “Yes” or “No” |Text |

|Month & Year Business Started? |Data from Field 40 |Date |

|Total No. of Employees |Data from Field 41 |Number |

|Gross Revenues/Sales |Data from Field 42 |Number, |

| | |Currency |

|+Profits/-Losses |Data from Field 42, negative value is preceded by a “-“ |Number, |

| | |Currency |

|No. of Government Contracts or |Calculated and displayed only for Fiscal Years 2008 and before |Number |

|Subcontracts Received |Data from Field 43 | |

|Total Amount of SBA Loans |Data from Field 43 |Number, |

| | |Currency |

|Total Amount of Non-SBA Loans |Data from Field 43 |Number, |

| | |Currency |

|Amount of Equity Capital Received |Data from Field 43 |Number, |

| | |Currency |

|Dollar Value of Government |Calculated and displayed only for Fiscal Years 2008 and before |Number, |

|Contracts/Subcontracts Received |Data from Field 43 |Currency |

|Did counseling received result in |Data from Field 43, either “Yes” if checked, or “No” if not checked |Text |

|starting a business? | | |

|Number of 8(a) Certifications |Calculated Data from Field 43 |Number |

|Number of HUBZone Certifications |Calculated Data from Field 43 |Number |

|Number of SDB Certifications |Calculated Data from Field 43 |Number |

|Number of Other Certifications |Calculated Data from Field 43 |Number |

|Number of Community Express SBA |Calculated Data from Field 43 |Number |

|Financial Assistance | | |

|Number of Microloan SBA Financial |Calculated Data from Field 43 |Number |

|Assistance | | |

|Number of Other SBA Financial |Calculated Data from Field 43 |Number |

|Assistance | | |

|Nature of the Counseling |Data from Field 44, formatted as the text of the option checked or the text entered into the |Text |

| |“Please specify other counseling provided.” area. | |

|Type of Session |Data from Field 45, formatted as the text of the option checked. |Text |

|Language(s) Used |Data from Field 46, formatted as the text of the option checked or the text entered into the |Text |

| |“Other (Specify)” area. In the case where more than one option is checked, separate entries | |

| |by a comma. | |

|History |Data from Field 47, formatted as the text of the option checked. |Text |

|Date Counseled |Data from Field 48 |Date |

|Counselor(s) Name |Data from Field 49 |Text |

|Contact Hours |Data from Field 50a |Number |

|Prep Hours |Data from Field 50b |Number |

|Travel Hours |Data from Field 50c |Number |

|More Than One Counselor? |Data from Field 51, either “Yes” or “No” |Text |

|Number of Counselors |Data from Field 51 |Number |

|Counselor’s Notes |Data from Field 52 |Text |

3 Form 888

Criteria:

• Data from Form 888

Result Set:

|Element |Reporting Requirements |Data Type |

|SBA Training Number | | |

|Partner Training Number | | |

|Name of the Office Providing the |Data from Field 1 |Text |

|Service | | |

|City/State |Data from Field 1 |Text |

|Organization |Data from Field 2, formatted as the text of the option |Text |

| |checked or the text entered into the “Other (Specify)” | |

| |area. | |

|Date Training Started |Data from Field 3 |Date |

|No. of Sessions |Data from Field 4 |Number |

|Total Hours of Training |Data from Field 5 |Number |

|Title of Training |Data from Field 6 |Text |

|Location of Training - City |Data from Field 7 |Text |

|Location of Training - State |Data from Field 7, formatted as two letter state code “XX” |Text |

|Location of Training – Zip/Postal |Data from Field 38, formatted as “XXXXX” if only 5 is |Text |

|Code |provided and “XXXXX-XXXX” if +4 is provided in next box on | |

| |form. Postal Code is displayed if Country is other than US.| |

|Country Code | | |

|Total Number Trained |Data from Field 8 |Number |

|Currently in Business |Data from Field 8 |Number |

|Not Yet in Business |Data from Field 8 |Number |

|People with Disabilities |Data from Field 8 |Number |

|Women |Data from Field 8 |Number |

|Total Veterans |Data from Field 8 |Number |

|Service-Disabled Veterans |Data from Field 8 |Number |

|Members of Reserve or National Guard |Data from Field 8 |Number |

|Total Number of Minorities Trained |Data from Field 9 |Number |

|Asians |Data from Field 9 |Number |

|Blacks or African Americans |Data from Field 9 |Number |

|Native Americans or Alaskan Natives |Data from Field 9 |Number |

|Native Hawaiians or other Pacific |Data from Field 9 |Number |

|Islanders | | |

|White |Data from Field 9 |Number |

|Hispanic Origin |Data from Field 9 |Number |

|Not of Hispanic Origin |Data from Field 9 |Number |

|Training Topic |Data from Field 10, formatted as the text of the option |Text |

| |checked or the text entered into the “Other (Specify)” | |

| |area. | |

|Resource Partners Participating |Data from Field 11, formatted as the text of the option |Text |

| |checked or the text entered into the “SBA (specify office)”| |

| |area, the “Other Govt. Agency (specify)” area, or the | |

| |“Other (specify)” area. In the case where more than one | |

| |option is checked, separate multiple result values with a | |

| |comma. | |

|Program Format |Data from Field 12, formatted as the text from the option |Text |

| |checked. Either: | |

| |“Seminar” | |

| |“Course” | |

| |“Online Course” | |

| |“Teleconference” | |

|Attendee Fee (nos. x-x) |

|Full Fee - No. of Attendees |Data from Field 13 |Number |

|Full Fee - Fee per Attendee |Data from Field 13 |Number, Currency |

|Full Fee - Total |Data from Field 13 |Number, Currency |

|Discounted Fee - No. of Attendees |Data from Field 13 |Number |

|Discounted Fee - Fee per Attendee |Data from Field 13 |Number, Currency |

|Discounted Fee - Total |Data from Field 13 |Number, Currency |

|No Fee - No. of Attendees |Data from Field 13 |Number |

|No Fee - Fee per Attendee |“0” |Number, Currency |

|No Fee - Total |“0” |Number, Currency |

|No Show Income - No. of Attendees |Data from Field 13 |Number |

|No Show Income - Fee Per Attendee |Data from Field 13 |Number, Currency |

|No Show Income - Total |Data from Field 13 |Number, Currency |

|Other Income |Data from Field 13 |Number, Currency |

|Total Gross Fee Income |Data from Field 14 |Number, Currency |

|What is the dollar amount of fees |Data from Field 15 |Number, Currency |

|that your organization received? | | |

|Language(s) Used |Data from Field 16, formatted as the text of the option |Text |

| |checked or the text entered into the “Other (Specify)” | |

| |area. In the case where more than one option is checked, | |

| |separate entries by a comma. | |

|Name of Sponsor |Data from Field 17 |Text |

|Name of Co-sponsors |Data from Field 18, formatted with names separated by |Text |

| |commas | |

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[i] Data for previous fiscal years

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