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  3. SBA Community Navigator Pilot Program Reporting

SBA Community Navigator Pilot Program Reporting

Through the Community Navigator Pilot Program, SBA is engaging with states, local governments, SBA resource partners, and other organizations in targeted outreach for small businesses in underserved communities.  In order to measure success of the program, SBA is requiring all entrepreneurs and owners served to complete the SBA 3516 form.

SourceLink Pro and SourceLink Enterprise have been enhanced to meet compliance requirements for the SBA Community Navigator Pilot Program, based on what we know as of the latest revision date.

Inside of SourceLink Pro, the web form and open survey engines have been upgraded to allow for the selection of SBA 3516 fields to allow for Spoke consultants (navigators) to enter data via a form and have that come in to the client record.  An example of this deployment can be found with The GRID in Wisconsin SBA Community Navigator resource page and Nexus i90 SBA Community Navigator and Resource Partner Enhancement Program page.

Some Hubs have opted to allow for Spoke consultants (navigators) to have their own user account and use SourceLink Pro as their primary CRM.  Regardless of the path your Hub organization has selected, the rest of this document will serve as a key to understand where the SBA fields reside inside of the SourceLink Pro or SourceLink Enterprise client records.

To ensure data integrity for reporting purposes, it is critical to run the Community Navigator data error report periodically. To access this report, go to Reports -> Community Navigator Reports and click on “1. View Data Issues” link below the Process column. In the resulting table, any item marked as Error MUST be corrected or the XML upload to SBA will fail. The warnings are there for your information. You can generate the error report as many times and at any time you like.

Please note: all client records, interactions, and events must be tagged with both ‘CNPP’ and ‘CNPP: Spoke’ in order to ensure correct reporting to SBA / Salesforce. If any of the SBA Tags are deleted, all reporting data will be lost. DO NOT DELETE SBA TAGS.

Client

Client

Notes:

When ‘In Business’ is selected to ‘Yes’, COMNAVS will require additional detail for the client to be completed (for example, month started, year started, physical address, phone, legal entity). If any of this client data is missing for a company that is in business, the XML upload will fail.

Client

Notes:

*EIN Tax Numbers only. Never enter Social Security Numbers.

NAICS codes will match to the SBA categories automatically.

Selecting either ‘Women Owned’ or ‘Certified Women Owned’ will report to SBA that the business is women owned. According to SBA, “A business is woman-owned if at least 51% of the business or stock is owned by one or more women and the management and daily business operations are controlled by one or more women.”

Person

Person

Notes:

SourceLink does not have a field for the ‘Do you identify as’ question on the SBA 3516 with responses that include: Intersex, Transgender, Both, Neither, Prefer not to say, Prefer to self-describe, except on open surveys.

‘Race,’ ‘Identifies as LGBTQ+,’ ‘Ethnicity,’ and ‘Disability Status’ all automatically match to SBA categories.

Interaction

Interaction

Notes:

If both SBA tags are not present, and/or the Interaction Type is not one of the types that begin with SBA:, the interaction will not be reported.

Some hubs are also using the ‘Primary Assistance Requested’ to better report activity. This information is not reported to the SBA, but useful for your own purposes.

‘Prep Time’ is not reported to the SBA and is different from ‘Prep Days.’ Prep Days are calculated by the difference of weekdays [Monday-Friday] between the first ‘Interaction Date’ for a Spoke within the reporting period, and the last ‘Snapshot Date’ for a Spoke with a positive value ‘secured capital’ within the reporting period. If no calculation is made or the difference is negative, SourceLink will report the number, ‘1.’

If the interaction involved capital in any way, SourceLink recommends selecting one of the capital options for the Interaction Type. It is critically important after making an capital related interaction, that you also create a Snapshot with the same capital SBA type.

Event

Event
Supporting Organizations
Client Session

Notes: 

*For the Event Training Format, ‘Virtual’ is equivalent to ‘Online.’

Only one session should be created per each Event. Event Location is required and will default to Virtual if No Response is selected.

Attendees need to be listed as having ‘attended’ on the registration page in order to be reported, and the demographics / business characteristics are generated from the following rules:

Total Number Trained:

a. Total # Where Status = Attended

b. Subtotal for Currently in Business

i. Total # where Status = Attended and Client In Business – Yes

c. Subtotal for Not Yet in Business

i. Total # where Status – Attended and Client In Business – No

d. Subtotal for People with Disabilities

i. Total # where Status Attended and Client In Business = Yes

e. Subtotal for Veterans

i. Total # where Status Attended and Person Military Status Veteran or Service Disabled Veteran

f. Subtotal for Women

i. Total # where Status = Attended and Person Gender – Female

g. Subtotal for LGBTQ

i. Total # where Status = Attended and Client LGBTQ+ Owned = Yes

h. Subtotal for Race – American Indian or Alaska Native

i. Total # where Status = Attended and Race – Native American or Alaskan Native = Yes i.

Subtotal for Race Asian

i. Total # where Status = Attended and Race – Asian American = Yes

j. Subtotal for Race – Black or African American

i. Total # where Status = Attended and Race – African American or Black = Yes

k. Subtotal for Race – Native Hawaiian or Other Pacific Islander

i. Total # where Status Attended and Race – Native Hawaiian or Pacific Islander = Yes

l. Subtotal for Race – White

i. Total # where Status = Attended and Race – White = Yes.

m. Subtotal for Ethnicity – Hispanic or Latino

i. Total # where Status = Attended and Ethnicity – Hispanic or Latinx = Yes

n. Subtotal for Ethnicity – Not Hispanic or Latino

i. Total # where Status = Attended and Ethnicity – Non-Hispanic or Non-Latinx = Yes

Snapshot

Snapshot

Notes: 

According to SBA guidance, gross revenue, net profit, and net loss data should be for the most recently completed fiscal year. If the client is in the first year of business, you may put in an interim number.

Snapshot Capital

Snapshot Capital

Notes:

In order for Capital values to be reported to the SBA, a related Interaction with matching capital Interaction Type must be found during the reporting period. It is best to add Interactions and Snapshots at the same time and with matching types, when possible.

Snapshot Misc.

Client Snapshot

For questions or technical concerns about the SBA Community Navigator Pilot Program, please contact help@joinsourcelink.com.

Updated on August 18, 2022

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