SBDC FY24 Regional Measure Matrix Appendix A Final 6-13-23 (2).pdf

1 | P a g e

SBDC FY24 Regional Focus Areas Matrix

The Focus Area will be selected in collaboration with the District Office, and will support local small business needs, in alignment with the SBA’s and the SBDC’s Strategic Plans. Focus Areas will enable SBDCs and District Offices to partner on areas specific to the state or region they serve, and highlight local, state, and regional small business diversity across the country. There are six Focus Areas, each with multiple measures from which the SBDC can pick choose. SBDCs should select one measure from one of the following categories:

1. Exporting and International Trade

2. Innovation and Investment

3. Disaster Preparedness and Resilience

4. Contracting & Procurement

5. Underserved Communities

6. Specialty Area of Service

After selecting a category and a measure, the SBDC will propose a target for that measure and include it in their proposal in response to the 2024 SBDC Program Notice of Funding Opportunity. Any of these measures would follow the same attribution principles the SBDCs already use. Any documents collected in support of a measure are only used for the purpose of assisting with providing the services and are not shared.

FY24 SBDC Regional Measures

SBDC CATEGORY

1.0 EXPORTING & INTERNATIONAL TRADE (SBA Strategic Objectives 1.1 & 1.3)

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

1.1 Number of businesses which receive export financing (outcome measure)

Definition: SBDCs selecting this measure will annually report on the number of small businesses they have trained, counseled or assisted that then received export financing (incl. SBA Export loan).

1.2 Dollar value of export financing received (outcome measure)

Definition: SBDCs selecting this measure will annually report on the dollar value of export financing received by small businesses after they obtained training, counseling, or assistance from the SBDC.

SBDC Regional Focus Areas Matrix

2 | P a g e

1.3 Increased international trade revenue (outcome measure)

Definition: SBDCs selecting this measure will annually report on the amount of increased international trade revenue clients have generated with assistance from the SBDC.

1.4 Number of small businesses which receive counseling and/or training on exporting & international trade (output measure)

Definition: SBDCs selecting this measure will annually report on the number of small businesses which have received one or more hours of counseling and/or training on exporting and/or international trade.

SBDC CATEGORY

2.0 INNOVATION & INVESTMENT (SBA Strategic Objectives 1.1, 1.2 &1.5)

These measures capture training, technical assistance, counseling and other SBDC services, provided in person or virtually to small businesses on a wide variety of innovation & investment issues and topics.

2.1 Number of businesses which apply for SBIR/STTR (output measure) Definition: SBDCs selecting this measure will annually report to the SBA on the number of small businesses which applied for SBIR/STTR funding after receiving training, technical assistance, counseling or other SBDC services. (as reported by the client with proof of submittal of an application).

2.2 Dollar value of SBIR/STTR funding received (outcome measure) Definition: SBDCs selecting this measure will annually report to the SBA on the dollar value of SBIR/STTR funding received by small businesses after obtaining training, technical assistance, counseling, other SBDC services (as reported by the client with proof of submittal of documentation to support the dollar value received).

2.3 Number of small businesses which receive counseling and/or training on innovation & intellectual property protection (output measure) Definition: SBDCs selecting this measure will annually report on the number of small businesses which have received 1 or more hours of

3 | P a g e counseling and/or training from the SBDC on innovation topics such as protection of intellectual property, preparing and submitting patents, and other information related to innovation.

3.0 DISASTER PREPAREDNESS & RESILIENCE (SBA Strategic Objectives 2.1, 2.2)

These measures capture training, technical assistance, counseling and other SBDC services, provided in person or virtually to small businesses on a wide variety of disaster preparedness & recovery issues and topics.

3.1 Number of businesses which apply for Federal & state disaster loans (outcome measure)

Definition: SBDCs selecting this measure will annually report to the SBA on the number of small businesses which apply for Federal & state disaster loans after receiving counseling, training, or technical assistance from the SBDC. (SBDCs will obtain documentation from small businesses which demonstrate that they applied for Federal or state disaster assistance.)

3.2 Dollar value of federal & state disaster loans received (outcome measure) Definition: SBDCs selecting this measure will annually report to the SBA on the number of small businesses which obtain Federal & state disaster loans after receiving counseling or training from the SBDC. (SBDCs will obtain documentation from small businesses which demonstrate that they applied for federal or state disaster assistance.)

3.3 Number of businesses which develop disaster preparedness plans (outcome measure) Definition: SBDCs selecting this measure will annually report to the SBA on the number of small businesses which develop a disaster preparedness plan after obtaining counseling or training from the SBDC. (SBDCs will obtain a copy of the disaster preparedness plan from small businesses. )

3.4 Number of small businesses which receive counseling and/or training on disaster preparedness & recovery (output measure) Definition: SBDCs selecting this measure will annually report to the SBA on the number of small businesses which received at least one or more hours of counseling and/or training on disaster preparedness & recovery.

4 | P a g e

4.0 CONTRACTING & PROCUREMENT (SBA Strategic Objectives 1.1, 1.4)

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

4.1 Number of businesses which submit an applications for contracting and receive a certification: (outcome measure) HUBZone certification, WOSB/EDWOSB, 8 (a), VetCert or a Surety Guarantee

Definition: SBDCs selecting this measure will annually report to the SBA on the number of small businesses they assisted which then submitted an application and received a certification or received a Surety Guarantee (The SBDC will obtain evidence of the certification or guarantee).

4.2 Government contracts received – total dollar value and number (outcome measure) Definition: SBDCs selecting this measure will annually report to the SBA on the dollar value of (Federal, State, Local ) government contracts obtained by small businesses after receiving counseling and training from the SBDC., including Prime and Subcontracts (The SBDC will obtain evidence from small businesses of the dollar value of government contracts they have received.)

4.3 Number of small businesses which receive counseling and training on contracting & procurement (output measure) Definition: SBDCs selecting this measure will annually report to the SBA on the number of small businesses which received at least 1 or more hours of counseling and/or training on contracting and procurement.

5 | P a g e

5.0 UNDERSERVED COMMUNITIES (SBA Strategic Objectives 1.5)

This measure captures training, technical assistance, counseling and other services, provided in person or virtually to underserved communities as outlined in SBA’s Equity Plan including, but not limited to persons who/who are:

Asian American, Black and African American, Hispanic and Latino, Middle Eastern, North African, Other Persons of Color, Alaska Native, Native American, Native Hawaiian, Pacific Islander, Tribal Communities, Have Disabilities, Lesbian, Gay, Bisexual, Transgender & Queer (LGBTQ+), Of Religious Minorities, Live in Rural or underserved Urban areas, Veterans, Military Servicemembers, and Spouses, Women, Are otherwise adversely affected by persistent poverty or systemic inequality

5.1 Number of underserved small businesses started (outcome measure)

Definition: SBDCs selecting this measure will annually report to the SBA on the number of small businesses which started their busines after receiving counseling or training from the SBDC.

5.2 Number of underserved small businesses which receive a loan or equity investment (outcome measure)

Definition: SBDCs selecting this measure will annually report to the SBA on the number of small businesses which obtain loans or equity investments after receiving counseling or training from the SBDC. (SBDCs will obtain documentation from small businesses which demonstrate that they received the capital infusion.)

5.3 Number of underserved small businesses which receive counseling and/or training (output measure) Definition: SBDCs which select this measure will annually report to the SBA on the number of underserved small businesses which received counseling and/or training from the SBDC.

https://www.sba.gov/sites/sbagov/files/2022-04/SBA%20Equity%20Action%20Plan-508.pdf

6 | P a g e

6.0 SPECIALTY SERVICES *

Specialty services provide customized assistance to businesses in specific industry sectors including, but not limited to:

Agribusiness, Child care, Cybersecurity, Manufacturing, Medical, Supply Chain Development

6.1 Number and/or dollar value of federal and other grants obtained with SBDC assistance on area selected (outcome measure)

Definition: SBDCs selecting this measure will annually report to the SBA on the number and/or dollar amount of grants obtained by small businesses after receiving counseling and/or training from the SBDC.

6.2 Increase in sales/revenues achieved by the small business in a specialty market with SBDC assistance (outcome measure)

Definition: SBDCs which select this measure will annually report to the SBA on the increase in sales/revenues for businesses in a specialty market which received counseling and/or training from the SBDC.

6.3 Number of small businesses which receive counseling and/or training in specialty market (output measure)

Definition: SBDCs which select this measure will annually report to the SBA on the number of small businesses which received counseling and/or training from the SBDC in a specialty market.

References

SBA Strategic Plan FY 2022-2026

Objective 1.1 Ensure all entrepreneurs have access to capital to start & grow their business

Objective 1.2 Build a thriving national innovation ecosystem that promotes investments in all small business communities

Objective 1.3 Grow exporting opportunities to help small businesses across the country expand into new markets

Objective 1 .5: Build an equitable entrepreneurial ecosystem through tailored training and counseling

Objective 2.1 Help small businesses recover from the pandemic and be more resilient

Objective 2 .2: Prepare small businesses and rebuild communities affected by natural disasters

SBA Equity Action Plan https://www.sba.gov/sites/sbagov/files/2022-04/FY%202022-2026%20Strategic%20Plan%20for%20Publication%20%28R2%29.pdf https://www.sba.gov/sites/sbagov/files/2022-04/SBA%20Equity%20Action%20Plan-508.pdf