SBA Form 2419 Intermediary Leading Program Electronic Reporting System

OMB Control Number: 3245-0376
Expiration Date:

Intermediary Lending Program Electronic Reporting System (ILPERS)

System Description and Submission Information:
The Intermediary Lending Program Electronic Reporting System (ILPERS) is a web-enabled
system that is accessed through the General Login System (GLS).
https://eweb.sba.gov/gls/dsp_login.cfm. Portfolio Identification Reports and Portfolio Status
Reports will be submitted through this electronic system. Submission: To access GLS,
Intermediaries must provide certain identifying and contact information (including name, date of
birth, taxpayer’s identification number, address and telephone number) for the person accessing
the system.
Purpose of Data Collection:
In order to verify that the statutory purposes of the Intermediary Lending Program (ILP) are being
met, SBA must collect data described below relating to the ILP Intermediaries as well as the
small businesses that receive loans through the program.
Data collected through ILERPS will help to monitor the disbursement of the loans provided to the
intermediaries and track activities on the loans to the small businesses, including use of proceeds,
terms of such loans, repayment history and impact of loans on jobs created or retained. SBA will
also use the information to report to its various oversight authorities regarding the number, dollar
volume, portfolio payment performance, and demographic characteristics of ILP Intermediaries
and small business borrowers.
NOTE: Additional data collected using SBA Form 2418, ILP Program Activities Report are also
reported using ILPERS.
Confidentiality:
Some of the requested business and personal information may implicate the Trade Secrets Act
and the Privacy Act respectively. SBA will keep such information confidential to the extent
permitted by law, including the Freedom of Information Act, 5 USC 552 and the Privacy Act, 5
USC 552a.
Paperwork Reduction Act:
You are not required to respond to this request for information unless it displays a current Office
of Management and Budget (OMB) control number. The estimated burden for completing this
information collection is 3.5 hours. If you have questions or comments concerning this estimate
or other aspects of this information collection, please contact the U.S. Small Business
Administration, Director, Records Management Division, 409 Third Street, SW, Washington,
DC 20416 and/or Office of Management and Budget, SBA Desk Officer, New Executive Office
Building, Room 10202, Washington, DC 20503.

SBA Form 2419 (08/2017)

Reporting Requirements: Intermediaries must submit a two-part Portfolio Identification Report
to show information regarding the small business borrower detail and the small business loan
detail, and a Quarterly Portfolio Status Report to show payments and outstanding balance
information and outcome data.
I.

Portfolio Identification Report:
(a) Small Business Borrower Detail
Enter the following information within 7 days of loan closing:
1) Business name
2) Business located in Underserved Market
• HUBZone
• Enterprise Community Empowerment Zone (EC/EZ)
• Low to Moderate Income
3) Employer Identification Number (EIN)
4) Owners of business
• Name
• % of ownership
• Demographic information on each owner
o Gender: Male, Female, Unknown/Not Stated.
o Veteran Status: Non-Veteran, Veteran, Unknown/Not Stated.
o Service-Disabled Veteran: Yes, No, Unknown/Not Stated.
o Ethnicity: Hispanic or Latino, Not Hispanic or Latino, Unknown/Not
Stated.
o Race: American Indian or Alaska Native, Asian, Black or African
American, Native Hawaiian or Other Pacific Islander, White,
Unknown/Not Stated. [ More than one category may be selected.]
• Low income borrower, as defined by the Department of Health and Human
Services (yes/no)
(b) Small Business Loan Detail
Enter the following information for each loan within 7 days of loan closing:
5) Loan Purposes and amounts
Use of proceeds
Total $
Materials
Supplies
Inventory
Equipment
Working Capital
Real Estate
Total

0

6) Closing Date
7) Interest Rate
8) Payment amount
9) Payment frequency (annually, quarterly, monthly, etc.)
10) Term: length in months

SBA Form 2419 (08/2017)

11) Total fees charged
Fee amount
Percentage of Loan
12)
13)
14)
15)
16)
17)
18)
19)
20)
21)
22)
23)
24)
25)
II.

Lender’s loan number
NAICS Code
NAICS Description
Collateral to Loan Ratio
Credit Elsewhere test applied (yes/no)
Meets SBA Definition of Small Business (yes/no)
Meets SBA Definition of Eligible Business (yes/no)
Business Status - (existing/start-up)
Organization type (sole proprietorship, partnership, corporation, LLC, joint venture)
Existing FTEs (at time of loan closing)
Jobs created
Jobs retained
Annual gross revenues
Annual net profits (loss)

Quarterly Portfolio Status Report
Enter the following information for each loan in your organization’s ILP portfolio on a
quarterly basis:
1. Current payment status of loan
• 0—30 days
• 31—60 days
• 61—90 days
• 91—120 days
• Over 120 days
• Paid in Full
• Charged Off
2. Outstanding principal balance
3. If certifying no change in prior principal balance, provide a reason as to why there has
been no change.
4. When a small business loan is identified as either Paid in Full or Charged Off, provide
the following data:
• Business still in existence at end of loan period (yes/no)
• Existing FTEs
• Annual gross revenues
• Net profit/loss for most recently completed fiscal year
Note: Any number in green is a calculated number, not an input number.

SBA Form 2419 (08/2017)