Director Resources
Policies & Procedures
- Section 1. Purpose and History
- Section 2. Relationships and Structure
- Section 3. Subcenter Site Requirements
- Section 4. SBDC Operations
- Section 5. Center Staffing & Employment Standards
- Section 6. Consulting
- Section 7. Training
- Section 8. Budgets and Accounts
- Section 9. Reports and Proposals
- Section 10. Client Satisfaction and Center Performance
- Section 11. LEADING EDGE Guidelines and Paperwork
- Section 12. Social Media Policy
- Appendices:
- A-1: Colorado SBDC Network Strategic Map
- A-2: Sample Balanced Scorecard
- A-3: Public Law 96-302
- B-1: Federal-State Organizational Chart
- B-2: Roster of SBDC Subcenters and Directories
- B-3: Sample Model Contract/ Non-State Contract Agreement
- B-4: ASBDC Standards of Certification
- B-5: State Advisory Board/Governor's Small Business Council Members List
- B-6: SBA Program Review Forms and Standards
- B-7: Financial Review Work-papers Template
- B-8: Financial Review Report Template
- C-1: Conflict of Interest Policy Form
- C-2: Confidentiality Statement
- C-3: Graphics Standards Manual
- C-4: Articles of Professional Behavior
- C-5: SBA Request for Consulting Form 641
- D-1: Sample Volunteer Time & Effort Sheets
- D-2: Impact Definition Cheat Sheet
- E-1: Client Rights & Responsibilities Statement Form
- E-2: Sample 1419 Survey
- E-3: Impact Verification Forms
- F-1: Sample 888 Training Report
- F-2: Co-Sponsorship Agreement
- F-3: Sample Fundraising Tracking Template
- F-4: Sample Sponsorship Proposal Template
- G-1: Standard Form 424 Budget Sheet with the Budget Justification
- G-1: Sample Program Income Report
- H-1: Semi-Annual/Annual Sample Work-plan update
- H-2: Current Important Due Dates
COVID-19 Resources
Submissions to Lead Center
Marketing
SBDC Forms
Consultant Training Modules
CenterIC Video Tutorials
- CenterIC Login Link
- Logging into CenterIC
- Adding New Clients
- Adding an Initial Session
- Adding a Follow-on Session to CenterIC
- Merging Client Records
- Connecting Lead Representatives and Members
- How to Run an Impact Report in the New CenterIC Reporting Engine
- Link Event Survey to an Event on CenterIC
- Pull a Consultants' Reportable Event Hours
- Pulling an Automatic Evaluation Status Report
- Adding Library Document & Linking to Event
- Adding Training Event to CenterIC
- Adding Webinar Training Event
How to set up consulting and training evaluations in CenterIC
Video Tutorials
SBDC TechSource
- TechSource Commercialization Talking Points 2022
- TechSource: Commercialization vs Cyber
- Is SBIR a Good Fit for my Company?
- What is a Tech business?
- TechSource Commercialization - flyer
- Tech Venture Accelerator for Women (TVX-W) - flyer for statewide
- Tech Impact Table -- Metrics at the Center level
- TechSource presentation at State Meeting - July 2022
- TechSource Facilitators and SMEs
- Selection and Certification for TechSource Consultants
- Live Stream Webinar Library - sampling of sessions
- TechSource Strategic Plan - 2022
Connect2Dot Program Resources
- Connect2Dot Client Profile
- Government Certification Table
- CenterIC Tracking Instructions
- Connect2Dot Consultant Biographies
- Small Business Enterprise (SBE) Certification Summary
- Certification Eligibility Requirements
- DBE Certification-NAICS list
- Consultant Training Presentation
- Connect2Dot Training Video: Running the Program at your Center
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