Presentation on theme: "Performance Management Using SBA’s Entrepreneurial Development Management Information System (EDMIS)"— Presentation transcript:
Performance Management Using SBA’s Entrepreneurial Development Management Information System (EDMIS)
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. Therefore: Data accuracy and integrity is extremely important
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 business 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 session 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, 2008
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
Links 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
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 firstname.lastname@example.org – Project Manager for EDMIS phone: 202-205-7532 Key E-mails
Enter/Upload data within 30 days of the end of the quarter. Correct data within 35 days of the end of the quarter. 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 Important Dates
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: www.sba.gov/private/edmis2/private Your software may contain other features that are useful in operating your center. This option also eliminates dual entry.
Quarterly and Daily Snapshots Contains summarized data for Performance Metrics Are the Official Record of 641 and 888 Data Should be used to compare against your internal MIS reports for validation.
Milestones 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 investment)