North Texas SBDC Network

1
North Texas SBDC Network

• FY 2007-2008
• Program Policy Notices

2
Contents

• Program Initiatives Goals
• Case Management
• Program Definitions
• Program Requirements
• Accreditation
• Economic Impact
• Conflict of Interest
• SBDC/SBA Logo Policies
• Regional Teams
• Charters and Projects

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Program Initiatives - Goals

• 5 Hour Contact Client - Clients who receive 5
• or more hours of contact time. This is counseling
  
• time only and does not include prep or travel
  time.
• Business Starts - Those Clients that initially
  were
• not in business, but later became a business
  entity
• while working with the SBDC. ALL CLIENTS
• Capital Infusion - Dollar amount of capital SBDCs
  
• help clients obtain. Examples include SBA and
• traditional bank loans, venture capital funds,
  angel
• investors, equity contributions, other credit
• enhanced loan programs including those from state
  
• and local governments. ALL CLIENTS

4
Case Management

• Detailed narratives in client files demonstrate
  and
• reflect the quality of counseling performed by
  the
• counselor and facilitate the transfer of the case
  to
• another counselor if needed. The session
  write-ups
• must be written to demonstrate transfer to
  another
• counselor.
• The Case Management process consists of five
  steps
• Brief history of the business
• Problem statement
• Solutions or recommendations you made to the
  client
• Action agreement between the counselor and the
  client
• The final session should consist of gathering
  economic impact and getting permission from the
  client for success stories

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Program Definitions

• Client The client is the business, if it
  exists. In the
• case of a prospective business, the client is the
  
• individual receiving SBDC services.
• Counseling One-on-one, in person (face to
  face),
• on the telephone or electronic. All clients must
  have
• a signed 641 prior to the counseling session.
• Initial Counseling To be counted the initial
• counseling session must be 1 hour in length.

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Program Definitions

• Follow up Counseling Any counseling session
• after the initial regardless of time and/or
  place.
• Prep Time Time spent preparing and researching
• information for a business or individual client.
  
• Nascent Entrepreneur (Pre-venture)
• An individual who has taken one or more active
• steps to form a business.

Yes! Prep Time Still Counts
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Program Definitions

• In-Business Completed required registrations if
  
• applicable with the local, state and or Federal
• government and one of the following
• Documented transaction from the sale of a product
  or professional/personal service for the purpose
  of gain or profit.
• Contracted for or compensated employees) or
  independent contractors) to perform essential
  business functions.
• Acquired debt or equity capital to pursue
  business operations (to purchase inventory,
  equipment, building, business, etc)
• Has incurred business expenses in the operation
  of a business

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Program Requirements

• Accreditation OSBDC and ASBDC Accreditation
• Committee work together to focus on improvements
• and/or corrective actions resulting from a
  financial
• examinations or accreditation reviews. The SBDC
  must
• make a good faith effort to obtain accreditation
• and/or to correct conditions identified through
  the
• accreditation process.
• In accordance with the 2007 Accreditation Review
  the
• North Texas SBDC Network will focus on three
• program initiatives
• Case Management
• Handling Pre-venture clients more effectively
• Field Center Action Plan

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Economic Impact

• Economic impact collection methods vary across
  the
• North Texas Region, as a result each center will
  have
• a documented process for collecting and reporting
  
• economic impact accomplishments on their clients.
  
• Economic impact is generated from the assistance
• given your clients during the current budget
  year.
• This includes business starts, growth in jobs
  both
• created and retained and capital infusion.
• In order to capture economic impact on a client
• from a prior year you must initiate a follow up
• session (with meaningful content).

10
Conflict of Interest Policy

• NTSBDC Field Center Staff shall not solicit or
  accept
• private business consulting/counseling
  engagements
• from any persons seeking counseling from the SBDC
  
• network during their term of employment with the
• SBDC. Nor will they solicit an engagement as a
  paid
• consultant for an SBDC client within 6-months
• subsequent to the term of their employment with
• the SBDC. Annually, this is administered to
  NTSBDC
• Employees (directors, counselors, trainers,
  assistants
• and volunteers both full and part time).
• Reference page 42 2007-2008 SBA Program
  Announcement

11
North Texas Logo Policy

• The North Texas SBDC will assure statewide
  identity
• with the use of the NTSBDC Logo. Every SBDC must
  
• adhere to the written policies and procedures of
  the
• North Texas SBDC state branding policy and its
  usage.
• All production and distribution of publications,
• pamphlets, brochures, audio-visual aids and other
  
• materials for use by small business must display
  the
• North Texas SBDC Logo. Materials should convey
  the
• identity of a statewide network.
•   
• Reference http//www.ntsbdc.org/ Organizational
  Identity  

12
SBA Logo Policy

• Each Center must feature the SBA logo and/or
  official
• acknowledgement of support on all materials
• produced (either in whole or in part) using
  project
• funds (i.e., federal funds, matching funds and/or
  
• program income).
• This requirement does not apply to materials that
  are
• not produced using project funds. Materials
  includes,
• but is not limited to, items such as press
  releases,
• brochures, reports, advertisements, training
  booklets,
• websites, etc. The term materials does not
  include
• items such as stationery or business cards.
• Reference page 39 in 2007-2008 Program
  Announcement

13
NTSBDC and SBA Logos

• Reference page 42 in 2007-2008 Program
  Announcement and the North Texas SBDC Intranet
  for guidelines and logo files.

14
North Texas SBDC Teams
Product Innovation Team
Marketing Team

• Strategic
• Planning
• Team

Professional Development Team
Technology Team
Legislative Team
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Strategic Planning Team

• Team Charter
• To manage (communication and promote learning),
• monitor and document the North Texas SBDC
  Networks
• Strategic Planning Process.
• 2007-2008 Team Membership
• Jo-An Weddle-SBDC for Enterprise Excellence -
  Chair,
• Donald Proudfoot-Tyler, Bill Medina-SBA Project
  Officer,
• Lorraine McCord-International, Mark Langford-
  NTSBDC
• and Katrina Wade-Miller-NTSBDC

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Marketing Team

• Team Charter
• Identify strategies to standardize and
  communicate a
• network-wide marketing effort to include brand
• management, advertising and promotion.
• 2007-2008 Team Membership
• Brad Bunt-Kilgore- Chair, David Edmonds-Tarrant,
  Jeff
• Blatt-Dallas, Larry Hamilton-Technology and
  Katrina
• Wade-Miller-NTSBDC

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Product Innovation

• Team Charter
• Research and develop products and services that
• meet the needs of our clients in a more effective
  and
• efficient delivery.
• 2007-2008 Team Membership
• Don Proudfoot-Tyler-Chair, Brad Bunt-Kilgore,
• Bob Wall-Northeast, Jim Berish-Technology and
• Michael Ellsberry-Trinity

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Technology Team

• Team Charter
• Determine what the North Texas SBDC can do with
• technology that will make the network more
  efficient
• and effective. Identify solutions that are
  available,
• feasible and fit our system.
• 2007-2008 Team Membership
• Bill Weddle-Risk Management-Chair, Jo-An
  Weddle-SBDC
• for Enterprise Excellence and Katrina
  Wade-Miller-
• NTSBDC

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Professional Development Team

• Team Charter
• Identify the knowledge, skills and attitudes that
  must
• be developed to maintain satisfactory levels of
• performance identify training to develop them.
• Manage and maintain the certification of all
  North
• Texas SBDC Network staff to include directors,
• counselors, trainers and support staff (full and
  part
• time).
• 2007-2008 Team Membership
• Herb Kamm-NTSBDC-Chair, Cathy Keeler-North
  Central
• Texas, Pat Bell-Paris, Jeff Blatt-Dallas, Karen
  Stidham-
• Grayson, Marta Frey-Collin, Yvonne
  Robertson-NTSBDC

20
Legislative Team

• Team Charter
• To provide a plan that will engage North Texas
  SBDC
• Field Center Directors to establish and maintain
• effective relationships with their Texas State
• Representatives and members of their staff.
• Meeting a minimum of twice per year.
• 2007-2008 Team Membership
• Cathy Keeler-North Central Texas-Co-Chair,
• Obie Greenleaf-Best Southwest-Co-Chair, Chuck
  Waldrop-
• Center for Government Contracting, Belinda
  Pillow-
• McLennan, Pat Bell-Paris and Brad Bunt-Kilgore

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2006-2007 Team Projects

• Product
• Innovation
• Team
• Reference
• USA

Legislative Team Hill Day Reception In Austin
Professional Development Team Fourth Level
of Counselor Certification
Technology Team Regional Technology Gap
Analysis
Marketing Team Pod-Casts