|
Field Name |
Description |
Clients Information |
ID |
MEIS ID Number |
|
Center/CAR ID |
Center ID Number |
|
Center/CAR Name |
Center Name |
|
Client Since |
Date company became a client |
|
Exclude from Survey |
Flag that client is to be excluded from future surveys |
|
Stationery Code |
Center stationery to be used for Survey |
|
Center Regional Office ID |
ID of CRO |
|
Center Regional Office Name |
Name of CRO |
|
Name |
Company Name |
|
Address 1 |
Company Address |
|
Address 2 |
Company Address 2 |
|
City |
Company City |
|
County |
Company County |
|
State |
Company State |
|
Zip |
Company ZIP Code |
|
NAICS Code |
NAICS Code - Switch to 6 digit NAICS, allow old data as 5 digit, if client touched, must input 6 digits |
|
NAICS Comment |
Why not manufacturing |
|
Number of Employees |
Number of Employees |
|
Size Comment |
Comment required for clients with more than 500 employees-how working with this client fulfills the MEP Mission |
|
Dun and Bradstreet Number |
Dun and Bradstreet Number |
|
Contact Salutation |
Primary contact's salutation |
|
Contact Last Name |
Primary contact's last name |
|
Contact First Name |
Primary contact's first name |
|
Contact email |
Primary contact's email |
|
Contact Phone |
Phone number for primary contact |
|
Contact Phone Ext |
Phone extension for primary contact |
|
Contact Fax |
Fax number for primary contact |
|
Contact Position |
Primary contact's position |
|
Secondary Contact Salutation |
Secondary contact's Salutation |
|
Secondary Contact Name |
Secondary contact's First Last Name |
|
Secondary Contact Position |
Secondary contact's Position |
|
Secondary Contact email |
Secondary contact's First Name |
|
Secondary Contact Phone |
Secondary contact's phone number |
|
Secondary Contact Phone Extension |
Secondary contact's phone extension |
|
Secondary Contact Fax |
Secondary contact's fax number |
|
Center Client Field |
Client field to be used for Center specific use |
|
Out of Business |
Flag that client is out of business |
|
Out of Business Date |
Date MEP was notified client is out of business- |
|
Out of Business Comment |
Explanation given as to why client is out of business |
|
|
|
Project Information |
Project ID |
System-generated number |
|
Center Project ID |
Center project identification number |
|
Project Name |
Name of the project |
|
Project Description |
Brief description of the project |
|
Substance |
Project substance code 21-32 |
|
Center |
Reference to center |
|
Client |
Reference to client |
|
Start Date |
Project start date |
|
Completion Date |
Project end date |
|
Reported Quarter |
Quarter Project reported |
|
Completed Quarter |
Quarter project completed |
|
Type |
Engagement - Project or Event (P or E) |
|
Primary Strategic Area |
The predominant strategic area this project is focused on. |
|
Project ID |
System-generated number |
|
Center Project ID |
Center project identification number |
|
Project Name |
Name of the project |
|
Project Description |
Brief description of the project |
|
Substance |
Project substance code 21-32 |
|
Center |
Reference to center |
|
Client |
Reference to client |
|
Start Date |
Project start date |
|
Completion Date |
Project end date |
|
Reported Quarter |
Quarter Project reported |
|
Completed Quarter |
Quarter project completed |
|
Type |
Engagement - Project or Event (P or E) |
|
Primary Strategic Area |
The predominant strategic area this project is focused on. |
|
Center Delivery Staff |
Name of primary center staff person working on project |
|
Center Sales Staff |
Name of primary center sales staff working on the account/project |
|
Total Project Hours |
Total hours spent delivering project |
|
Center Hours |
Hours spent by center staff delivering project |
|
Third Party Hours |
Hours spend by third part delivering project |
|
Other Hours |
Hours spent by other staff delivering project |
|
Total Project Value |
Total dollar value of the project (not what the client was billed-actual value of the work performed) |
|
MEP Portion of Project Value |
Value of project services delivered by MEP staff |
|
Third Party Portion of Project Value |
Value of project services delivered by third party |
|
Other Portion of Project Value |
Value of services/resources from other sources (grants, etc.) |
|
Center Project Field |
Project field(s) to be used for Center specific use |
|
National Account |
National Account/Supply Chain - Northrop, Boeing, etc |
|
Surveys |
Reference to surveys for each project (can be more than one for MEP Center Operations) |
|
Funding ID |
Cooperative Agreement Big Bucket of MEP funding for aggregate |
|
Award ID |
Reference to financial award ie bucket of money to recipient |
|
Baseline Sales |
Dollar amount of sales before project work begins |
|
Baseline COGS |
Dollar amount of Cost of Goods Sold before project work begins |
|
Baseline Employment |
Number of employees before project work begins |
|
|
|
Progress Narrative |
Report Id |
MEIS Unique ID for the Progress Narrative Report |
|
Year |
Year Reported |
|
Quarter |
Quarter Reported |
|
Status |
Status of report, new, final, submitted |
|
Validation |
Validation of report, pending, final, in process |
|
Center/CAR |
Reference to center or CAR |
|
Award ID |
Reference to award id |
|
Notification checkbox |
Center has confirmed or changed budget with Grants |
|
Total Fees from Projects |
Fees collected for services |
|
Technical FTE |
Count of Technical Staff |
|
Sales FTE |
Count of Sales Staff |
|
Management FTE |
Count of Management Staff |
|
Other FTE |
Count of Other Staff |
|
Total FTE |
Total of all Staff Categories |
|
Total Expenses Cash |
Toal cash expenses |
|
Total Expenses In-kind |
Total inkind expenses |
|
SMES served in past 12 months |
Unique number of SMEs served |
|
Operating Plan Compliance |
Replaces signature on hard copy |
|
Center Staff and Technical Assistance Providers Trained |
Form collect organization and name of person trained |
|
Definition of Target Market |
Completed by Federal PM pulled from A3/OP |
|
Number of Target Market Population Reached |
Description of progress in response to definition of target market |
|
Partnerships |
Description of work with partners |
|
Progress towards regional/national scalability |
Descriptio of work to scaling |
|
3 Metrics for Year |
Completed by Federal PM pulled from A3/OP |
|
Activities this quarter |
Description of activities completed this quarter |
|
Activities next quarter |
Description of activities to be completed next quarter |
|
Major project milestones accomplished |
Description of major milestones met. |
|
Risks to project plan |
Description of identified risks. Could be related to resources, schedule, budget. |
|
Progress towards annual project completion (cumulative) |
Range of values - <9% 10 - 24%, 25% - 49%, 50 - 74%, 75% - 89% >90%, 100% |
|
Percent of funds expended |
From ASAP - how do we get, from Federal PM |
|
Related Documents |
Upload, download, open, delete supporting documents |
|
Center Id |
Unique ID of Center |
|
Parent Center ID |
Association to Center |
|
|
|
Competitive Award |
Center Type |
Type of Center (Center, Competitive Award Recipient, what are we missing???) |
Recipient Information |
Center Org Type |
Center type 501c3, State Gov, University |
|
Center Status |
Staus - Active/Inactive |
|
Center Name |
Name of Center - known as, not recipient |
|
NIST Award ID |
Name of award related to center |
|
Center Start Date |
Date center came into existence |
|
Center Review Month |
Center panel review month |
|
Center Timezone |
Time zone center resides in |
|
Center Address 1 |
Address 1 for Center |
|
Center Address 2 |
Address 2 for Center |
|
Center County |
County Center is located |
|
Center State |
State Center is located |
|
Center State ID |
System ID |
|
Zip 1 |
5 digit zip |
|
Zip 2 |
4 digit zip extension |
|
Center Description |
Service area for Center Nearest You |
|
Center Web Site |
URL for center website |
|
Center Phone |
Center Phone number |
|
Center Phone Ext |
Center phone extension |
|
Center Fax |
Fax number for center |
|
Center Email |
Generic information email for center |
|
Additional Information |
Whatever???? |
|
Center Description |
Service area for Center Nearest You |
|
Center Group |
Association with Center Group (groups of centers for efficiencies in contacts, reporting, roles) |
|
Partner/Affiliate ID |
Unique ID Of Partner/Affiliate |
|
Partners/Affiliate name |
Name of Partner/Affiliate |
|
Timezone |
System wide field - not applicable |
|
Address 1 |
Address of Partner/Affiliate |
|
Address 2 |
Address 2 of Partner/Affiliate |
|
City |
City |
|
State |
State |
|
Zip1 |
5 digit zip |
|
Zip2 |
4 digit zip |
|
Partner Service Delivery Location |
Checkbox Yes/No |
|
Partner Help Mapping ID |
Unique ID Of Partner Type Record |
|
Bit code |
System way of tracking mapping for help |
|
Help Name |
Name of type of help - Delivers Services on Center's Behalf, Helps Sell Center Services, Helps Market Center Services, Helps Center Develop Products, Helps Train Center Personnel, Provides Market Information Analysis, Provides Administrative or Acounting Support, Profices Office Space, Bills Clients for Work Performed with the Center |
|
Mapping lookup status |
Status (checked/unchecked) |
|
Partner/Affiliate Type ID |
Unique ID Of Partner Type Record |
|
Partners/Affiliate Type Name |
List of Types: Association, Champer of Commerce, Economic Devleopment Organization, Power/Utility, Federal Institute, SBDC, University - 4Year, Community College, Technical College, Local Government, State Government, For Profit Consulting, Science and Technology Organization, Other Non-profit, Other |
|
Partner Affiliate Description Type |
Description of type |
|
Partner Affiliate Lookup Status |
Status Flag |
State Funding Partner |
|
|
Information |
State Funding Partner ID |
Unique ID Of SFP |
|
Center ID |
Association to center |
|
User ID |
Unique user id - may/may not have an account |
|
description |
Description of the SFP |
|
Organization |
SFP organization - should/must this be a partner? |
|
Address 1 |
Address of location |
|
Address 2 |
Supporting info to address of location |
|
City |
Name of city |
|
County |
Name of county |
|
State |
Name of state |
|
Zip 1 |
Zip code - 5 digits |
|
Zip 2 |
Zip code - 4 digits |
|
State Funding Partner Status ID |
Status Active/Inactive |
|
SFP Status ID |
Unique ID Of Status Record |
|
SFP Status name |
Name of SFP Status (Active/Inactive) |
|
SFP Description |
Description of status |
|
SFP Lookup Status |
Status Flag |
|
|
|
Award Information |
Funding Award ID |
Assocation to funding award |
|
Parent Center ID |
Assocation to Center/CAR |
|
Competition Amont |
Dollars awarded to center/CAR |
|
Award Start Date |
Date award starts |
|
Award End Date |
Date award ends |
|
Unexpended Federal Funds |
Dollars not spent for Year |
|
Percent Over Cost Share |
Percentage Over cost share |
|
Program Income Estimated |
Estmated Program Income |
|
Program Income_Actual |
Actual Program Income |
|
Unexpended Program Income - Estimated |
Estimated Unexpended Program Income |
|
Unexpended Program Income - Actual |
Actual Unexpended Program Income |
|
Other Cash - Estimated |
Estimated Cash from Other Sources |
|
Other Cash - Actuals |
Actual Cash from Other Sources |
|
Other In-Kind - Estimated |
Estimated In-kind from Other Sources |
|
Other In-Kind - Actual |
Actual In-Kind from Other Sources |
|
State Cash - Estimated |
Estimated Cash from State Sources |
|
State Cash - Actuals |
Actual Cash from State Sources |
|
State In-Kind - Estimated |
Estimated In-kind from State Sources |
|
State In-Kind - Actual |
Actual In-Kind from State Sources |
|
Local Cash - Estimated |
Estimated Cash from Local Sources |
|
Local Cash - Actuals |
Actual Cash from Local Sources |
|
Local In-Kind - Estimated |
Estimated In-kind fromLocal Sources |
|
Local In-Kind - Actual |
Actual In-Kind from Local Sources |
|
Third Party Cash - Estimated |
Estimated Cash from Third Party Sources |
|
Third Party Cash - Actuals |
Actual Cash fromThird Party Sources |
|
Third Party In-Kind - Estimated |
Estimated In-kind from Third Party Sources |
|
Third Party In-Kind - Actual |
Actual In-Kind from Third Party Sources |
|
Federal Dollar |
Quarterly allocation for Federal Dollars from Award amount |
|
Clients Served last 12 months |
SMEs served last 12 months |
|
Account Manager |
Reference to Account/Project Manager |
|
|
|
Staff Information |
User ID |
MEIS ID Number |
|
User Type |
Type of account (MEP, Center, Other) |
|
User Status |
Status of account (active, archived) |
|
User Review Status |
Reviewed in last 6 months status |
|
MEP ID |
Association with MEP |
|
Center ID |
Association with Center |
|
Organization ID |
Association with Organization |
|
Username |
Username chosen |
|
Password |
Password chosen |
|
Salutation |
Salutation (Mr. Mrs. Ms. Miss, Dr.) |
|
Timezone |
Timezone for MEPU |
|
First Name |
First Name |
|
Last Name |
Last Name |
|
Title |
Title of staff member |
|
Address 1 |
Address 1 for staff member |
|
Address 2 |
Address 2 for staff member |
|
City |
City |
|
State |
State |
|
Zip 1 |
Zip - 5 digits |
|
Zip 2 |
Zip - 4 digits |
|
Phone |
Staff Phone |
|
Phone Ext |
Staff Phone Ext |
|
Fax |
Staff fax number |
|
Email |
Staff email |
|
Cell |
Staff cell number |
|
Pager |
Staff pager number |
|
Additional Information |
Any additional information about staff member |
|
Description |
Staff skills - description |
|
Experience |
Staff skills - experience |
|
Account Submitted on |
Date account was requested |
|
Account Sponsor |
Name of Sponsor of account |
|
Account Last Login |
Last login date to the SFC |
|
Account Approved On |
Date account was approved |
|
Account Approved By |
Who approved the account |
|
Account Comments |
Any information about the account - change information |
|
Account Last Reviewed On |
Date last reviewed for SP |
|
Account Last Reviewed By |
Who reviewed account for SP |
|
Account History |
History of transactions on the account |
|
|
|
Contact Information |
Contacts Membership ID |
Unique Contact ID |
|
User ID |
Association of user to contact |
|
Center ID |
Association to Center |
|
Contacts Type |
Assocation to Contact (List Defined by NIST MEP e.g. Reporting, Survey, CFO, Center Director, MEPU) |