Attachment_3_-_2027_SBDC_Planned_Milestones_Worksheet_FINAL.xlsx
XLSX spreadsheet 112 KB Posted
- Attached to
- 2027 Small Business Development Centers CORE
- Opportunity number
- SB-OEDSB-26-002
- Issued by
-
Small Business Administration
About this file
This file is a planned milestones worksheet template for the 2027 Small Business Development Centers (SBDC) CORE cooperative agreement program administered by the Small Business Administration. The worksheet serves as a planning and tracking tool for current SBDC lead center recipients to document key performance milestones and deliverables throughout the funding period. The template is designed to help applicants outline specific, measurable objectives aligned with SBDC program goals of providing business and economic development assistance to small businesses and nascent entrepreneurs, including services such as business planning, financial management, capital access, technology adoption, marketing, export assistance, and operations improvement.
As a cooperative agreement funding mechanism under CFDA 59.037, eligible applicants must be existing SBDC lead centers currently funded under the SBDC Program. Recipients are required to complete this worksheet as part of their annual proposal and budget submission process, as the program renews annually subject to fund availability. The milestones documented in this worksheet establish the basis for performance monitoring and evaluation throughout the grant period, supporting the SBA's oversight of technical assistance delivery and program outcomes across the national SBDC network covering all 50 states, plus the District of Columbia, Puerto Rico, and U.S. territories.
2027 SBDC Planned Milestones Worksheet
View the file
Other files
| File | Type | Posted |
|---|---|---|
| PKG00294439.pdf | ||
| Attachment_6_-_Cost_Sharing_Proposal_SBA_Form_1224.pdf | ||
| Attachment_4_-_CPA_and_Budget_Justification_Worksheet.xlsx | XLSX spreadsheet | |
| Appendix_A_-_2027_Focus_Area_Matrix_10.15.26.docx | DOCX document | |
| 2027_OSBDC_NOFO_Synopsis.pdf | ||
| 2027_OSBDC_NOFO_Instructions.pdf | ||
| 2027_NOFO_SBDC_CORE_10-19-2026.pdf |
On GovTribe
Work with this file
- Download the original file
- Contacts named in this file
- Similar government files
- Ask GovTribe AI about this file
Text version
Instructions
Instructions for Completing Network Planned Milestones Worksheet Please complete the following:
1. Cells B2-B5: enter calendar year, Network name, State/Territory, and name of recipient organization.
2. Complete Block 1 with the requested details as applicable.
3. Goals: enter values in cells C20, D20, F17-19, H17-19, and in I20.
4. Focus Area – choose one from the drop down in cell J15.
5. Focus Area measure – choose one from the dropdown in cell J16 after ‘Focus Area’ is populated in cell J15.
6. Focus Area Target – enter it in cell K20.
SBDC Milestones
| Network Planned Milestones Worksheet | |||||||
| Program Year (CY): | Award Year | ||||||
| Network: | |||||||
| State/Territory: | |||||||
| Recipient Organization: | Recipient | ||||||
| INSTRUCTIONS: Insert or delete rows as needed. Do not delete classification headings. Do not leave excess rows. | |||||||
| 1. NON-FEDERAL FUNDING SOURCES (Match Contributions) | |||||||
| Name of Entity | Private Sector | Academic Sector | State | ||||
| (Line Item or other) | Municipality | ||||||
| / County | Other | ||||||
| $ - 0 | $ - 0 | $ - 0 | $ - 0 |
| 2. NETWORK GOALS | ||||||||
| Clients Advised | New Business Starts | Capital Infusion Transactions | Capital Infusion Dollars | Jobs Created | Focus Area | |||
| Choose One | ||||||||
| Choose Measure Here | ||||||||
| SBA Loans | SBA Loans | |||||||
| Non-SBA Loans | Non-SBA Loans | |||||||
| Equity | Equity | |||||||
| Network Total: | Total | 0 | Total | $ - 0 | Focus Area Target |
Focus Areas and Measures
Focus Area (choose one) Possible Measures (choose one)
| Onshoring and Manufacturing | Number and/or dollar value of federal and other capital infusion (loans, grants, equity) obtained with SBDC assistance |
| Increase in sales/revenues achieved by the small manufacturers with SBDC assistance | |
| Number of small manufacturers that receive counseling and training on onshoring and manufacturing industry-specific topics. |
| Rural | Number and/or dollar value of federal and other capital infusions (loans, grants, equity) obtained with SBDC assistance |
| Increase in sales/revenues achieved by small businesses located in rural areas with SBDC assistance | |
| Number of rural small businesses that receive counseling and training |
| Exporting and International Trade | Number of businesses which receive export financing |
| Dollar value of export financing received | |
| Increased international trade revenue | |
| Number of small businesses which receive counseling and/or training on exporting & international trade |
| Innovation and Investment | Number of businesses which apply for SBIR/STTR |
| Dollar value of SBIR/STTR funding received | |
| Number of small businesses which receive counseling and/or training on innovation & intellectual property protection |
| Disaster Preparedness and Resilience | Number of businesses which apply for Federal & state disaster loans |
| Dollar value of federal & state disaster loans received | |
| Number of businesses which develop disaster preparedness plans | |
| Number of small businesses which receive counseling and/or training on disaster preparedness & recovery |
| Contracting & Procurement | Number of businesses that submit an application for contracting and receive a certification or bond/financing: |
| Government contracts received – total dollar value and number | |
| Number of small businesses which receive counseling and training on contracting & procurement |
| Specialty Area of Service | Number and/or dollar value of federal and other grants obtained with SBDC assistance on area selected |
| Increase in sales/revenues achieved by the small business in a specialty market with SBDC assistance | |
| Number of small businesses which receive counseling and/or training in specialty market | |
| Number of small business clients connected to apprenticeship and job-training organizations |
Focus Areas
| Item | Focus Areas | Goal | Choose One | 0 | Item | Focus Areas 1 | Focus Areas 2 | Item | Focus Areas |
| 0 | Choose One | Choose One | Choose Measure Here | 0 | Choose One | Choose Measure Here | 0.0 | Choose One | |
| 1 | Onshoring and Manufacturing | 1.1 | Onshoring and Manufacturing | Number and/or dollar value of federal and other capital infusion (loans, grants, equity) obtained with SBDC assistance | 1.0 | Onshoring and Manufacturing | |||
| 2 | Rural | 1.2 | Onshoring and Manufacturing | Increase in sales/revenues achieved by the small manufacturers with SBDC assistance | 2.0 | Rural | |||
| 3 | Exporting and International Trade | 1.3 | Onshoring and Manufacturing | Number of small manufacturers that receive counseling and training on onshoring and manufacturing industry-specific topics. | 3.0 | Exporting and International Trade | |||
| 4 | Innovation and Investment | 2.1 | Rural | Number and/or dollar value of federal and other capital infusions (loans, grants, equity) obtained with SBDC assistance | 4.0 | Innovation and Investment | |||
| 5 | Disaster Preparedness and Resilience | 2.2 | Rural | Increase in sales/revenues achieved by small businesses located in rural areas with SBDC assistance | 5.0 | Disaster Preparedness and Resilience | |||
| 6 | Contracting & Procurement | 2.3 | Rural | Number of rural small businesses that receive counseling and training | 6.0 | Contracting & Procurement | |||
| 7 | Specialty Area of Service | 3.1 | Exporting and International Trade | Number of businesses which receive export financing | 7.0 | Specialty Area of Service | |||
| 3.2 | Exporting and International Trade | Dollar value of export financing received | |||||||
| 3.3 | Exporting and International Trade | Increased international trade revenue | |||||||
| 3.4 | Exporting and International Trade | Number of small businesses which receive counseling and/or training on exporting & international trade | |||||||
| 4.1 | Innovation and Investment | Number of businesses which apply for SBIR/STTR | |||||||
| 4.2 | Innovation and Investment | Dollar value of SBIR/STTR funding received | |||||||
| 4.3 | Innovation and Investment | Number of small businesses which receive counseling and/or training on innovation & intellectual property protection | |||||||
| 5.1 | Disaster Preparedness and Resilience | Number of businesses which apply for Federal & state disaster loans | |||||||
| 5.2 | Disaster Preparedness and Resilience | Dollar value of federal & state disaster loans received | |||||||
| 5.3 | Disaster Preparedness and Resilience | Number of businesses which develop disaster preparedness plans | |||||||
| 5.4 | Disaster Preparedness and Resilience | Number of small businesses which receive counseling and/or training on disaster preparedness & recovery | |||||||
| 6.1 | Contracting & Procurement | Number of businesses that submit an application for contracting and receive a certification or bond/financing: | |||||||
| 6.2 | Contracting & Procurement | Government contracts received – total dollar value and number | |||||||
| 6.3 | Contracting & Procurement | Number of small businesses which receive counseling and training on contracting & procurement | |||||||
| 7.1 | Specialty Area of Service | Number and/or dollar value of federal and other grants obtained with SBDC assistance on area selected | |||||||
| 7.2 | Specialty Area of Service | Increase in sales/revenues achieved by the small business in a specialty market with SBDC assistance | |||||||
| 7.3 | Specialty Area of Service | Number of small businesses which receive counseling and/or training in specialty market | |||||||
| 7.4 | Specialty Area of Service | Number of small business clients connected to apprenticeship and job-training organizations |
File details come from the government source that posted it. Updated .