InSoCal Accelerate Hub Partners: Step One Metrics Reporting

Instructions:

  • Please complete the CalOSBA approved template with your metrics on the 3rd tab named “Client Data”. The first two tabs would be completed as a part of your Financial Reporting and submitted in Step Four.

  • Here is the 2024 Reporting Template to download for completion and submit below, good for use from April 5, 2024 to January 31, 2025 reporting. A new template will be issued for the 2025 reporting period of February 1, 2025 to January 31, 2026, with the first Q1 due date of May 14, 2025.

  • There are 27 sections to the data collected. Please only enter data in the yellow fields only.

  • There has typically been a request for the NAICS codes of all businesses you served during the quarter. We understand this can be difficult to collect if it is not a part of your typical questions however, at minimum, please aim to document the NAICS codes (or Industry Category) of any businesses considered a "New Business Start” or any businesses you recommend for an Innovation Grant.

  • Clarifying Section 11, please document ALL non-dilutive funds received by companies you have assisted in this quarter (pitch competition awards, grants, SBIR/SBTT, etc).

  • Clarifying Section 13, please document ONLY SBIR/SBTT awards. 

  • Please aim to document as many of the voluntarily disclosed demographic data business owners may have provided at the request of CalOSBA.