Exhibit-B-Historical-and-Goal-Forecast.xlsx

This is a Historical and Goal Forecast exhibit for New York State's Small Business Credit Initiative (SSBCI) Technical Assistance to Capital Programs Round 2, administered by the Empire State Development (ESD) Capital Access team. The document establishes performance metrics and targets across three regions for a program designed to provide technical assistance services—including legal, accounting, and financial advisory services—to eligible beneficiaries identified as very small businesses (VSBs) and businesses owned and controlled by socially and economically disadvantaged individuals (SEDI-owned businesses). The program tracks multiple performance indicators including the number of businesses served, businesses determined loan and/or bonding ready, loan packages prepared, and loan and/or surety bond applications submitted. Regional goals are established for key milestone dates: Year 1 Midpoint (6/30/2027), Year 1 End (12/31/2027), Year 2 Midpoint (5/15/2027), and Program End (10/15/2028). The forecasting extends through 2029 with projected performance data organized by business category (SEDI SMEs, VSBs, and other small businesses) and tracked by lender performance and technical assistance provider performance metrics.

The exhibit establishes baseline data across fiscal years 2024 through 2029, with actual performance recorded for 2024-2026 and projections for 2027-2029. Performance measurement encompasses both capital deployment metrics (total number and dollar amount of loans/surety bonds closed, delinquency/claims ratios) and technical assistance delivery metrics (classroom workshops, one-on-one technical assistance, financial advisory services, accounting services, and legal services). The document includes a regional reference guide mapping New York State's ten ESD regions to specific counties, enabling geographic distribution of services. All data entry fields currently display zero values, indicating this is a template for the selected TA providers to complete as they implement and report on program activities. The structure requires disaggregation of all metrics by business type and region, with specific emphasis on tracking participation and referrals to SSBCI program lenders, with a target that 30 percent of participants be referred to such lenders.