Customer Relationship Management/Performance Database

Online Database: Customer Relationship Management/Performance

CRM Screenshots

Customer Relationship Management/Performance Database

OMB: 0640-0002

Document [pdf]
Download: pdf | pdf
2011 Semi-Annual Report
for the MBDA Business Center – Albuquerque, New Mexico MBC
Date of Submission: 11/14/2011

This confirms that I have completed, reviewed and submitted the information contained in this
Semi-Annual Report. I certify the information therein as accurate, and complied under the
program requirements as originally competed under the applicable Federal Funding Opportunity
Announcement for the MBDA Business Center (MBC) program.

Anna Muller

11/14/11 Anna Muller

[Operator/Award Recipient] [Date]

11/14/11

[MBC Project Director] [Date]

Semi-Annual Cumulative Performance:
Goal

Assigned
Points

Q1+Q2
Goal

Q1+Q2
Actual

Q1+Q2
% Goal

Q1+Q2
Points
Earned

% Annual Goal

$ Contracts and Procurements

20

15.60

38.99%

# Contracts and Procurements

5

6.00

60.00%

$ Financial Transactions

15

$12,228,500.00 $43,224,732.00 353.48% 22.50

176.74%

# Financial Transactions

5

10.00

16.00

160.00%

7.50

80.00%

Number of Jobs Created

20

35.00

165.00

471.43% 30.00

235.71%

Number of Jobs Retained

5

24.00

53.00

220.83%

7.50

110.42%

Number of Clients Served

5

30.00

110.00

366.67%

7.50

183.33%

Export Transaction Facilitated

5

1.00

0.00

0.00%

0.00

0.00%

Strategic Facilitated

5

1.00

0.00

0.00%

0.00

0.00%

MBE Referrals

5

29.00

1.00

3.45%

0.17

1.72%

$28,500,000.00 $22,224,300.00 77.98%
10.00

12.00

120.00%

The table above represents an overall COMMENDABLE rating for the performance period
beginning 01-APR-11 through 30-SEP-11, with a cumulative score of 96.77.
This level of performance attainment does not include points assigned by the Project Monitor in
the following areas: (a) Management Assessment; (b) Promotion of MBDA; and (c) Bonus Points.
Goal

Assigned
Points

$ Contracts and Procurements

20

Q1+Q2
Goal

Q1+Q2
Actual

Q1+Q2
% Goal

Q1+Q2
Points
Earned

% Annual Goal

$28,500,000.00 $22,224,300.00 77.98% 15.60

38.99%

1.) Describe the difficulties encountered by the center in attaining the “Dollar Value of Awarded
Contracts & Procurements” goal.
The HUBZone minority businesses were not awarded year end contracts because of changes in the
census tracts and HUBZones were redesignated. In addition the majority of federal contracts were
delayed due to the federal budget being delayed.
2.) Describe the steps taken and efforts planned by the center to overcome the above difficulties
and increase performance attainment on the “Dollar Value of Awarded Contracts & Procurements”
goal.
The New Mexico MBDA Minority Business Center assisted with 8(a), HUBZone, Women Owned and
Disabled Veteran certifications. The center specializes in struction teaming arrangement to target
larger contracts. We anticipate a large number of contracts awards the next quarter.

Goal

Assigned
Points

Q1+Q2
Goal

Q1+Q2
Actual

Q1+Q2
% Goal

Q1+Q2
Points
Earned

% Annual Goal

# Contracts and Procurements

5

10.00

12.00

120.00%

6.00

60.00%

1.) Discuss key operational activities that led to the center’s success in attainment of the “Number
of Awarded Contracts & Procurements” goal:
The New Mexico MBDA Minority Business Center operational activities for the purpose of
identifying larger awarded contracts and Procurements.
Goal

Assigned
Points

$ Financial Transactions

15

Q1+Q2
Goal

Q1+Q2
Actual

Q1+Q2
% Goal

Q1+Q2
Points
Earned

$12,228,500.00 $43,224,732.00 353.48% 22.50

% Annual Goal

176.74%

1.) Discuss key operational activities that led to the center’s success in attainment of the “Dollar
Value of Awarded Financial Transactions” goal:
The MBDA Business Center assists minority business in securing financing and bonding to target
large Federal and Prime contract opportunities.
2.) Provide a “Success Story” that demonstrates how the efforts of the center assisted a client in
obtaining a financial transaction (please ensure that this is a new success story that has not been
previously reported to MBDA):
Client Name:
Source Name:
Transaction Description and Client Service Need:
Description of the MBC’s contribution in facilitating the
client contract award:

David Montoya
Sandia National Laboratories
Contract Award/Toner Supply
We identified the Sandia requirement
and matched the requirement as a setaside for Manzano Strategies.

Goal

Assigned
Points

Q1+Q2
Goal

Q1+Q2
Actual

Q1+Q2
% Goal

Q1+Q2
Points
Earned

% Annual Goal

# Financial Transactions

5

10.00

16.00

160.00%

7.50

80.00%

1.) Discuss key operational activities that led to the center’s success in attainment of the “Number
of Awarded Financial Transactions” goal:
16 Awarded Financial Transactions. Facilitated relationships with lenders and surety firms to build
financial capacity for minority businesses.

Goal

Assigned
Points

Q1+Q2
Goal

Q1+Q2
Actual

Q1+Q2
% Goal

Q1+Q2
Points
Earned

% Annual Goal

Number of Jobs Created

20

35.00

165.00

471.43%

30.00

235.71%

1.) Discuss key operational activities that led to the center’s success in attainment of the “Number
of Jobs Created” goal:
165 number of jobs were created successfully by targeting larger contracts which enabled our
clients to grow and hire additional staff.
2.) Provide a “Success Story” that demonstrates how the efforts of the center assisted a client in
job creation (please ensure that this is a new success story that has not been previously reported
to MBDA):
Client Name:
Source Name:
Transaction Description and Client Service Need:

David Montoya
Sandia National Laboratories
Toner Supply
Manzano Strategies, LLC is an 8(a)

Description of the MBC’s contribution in facilitating the
client contract award:

Service Disabled Veteran owns small
business. The Company had a
significant net loss and could not
service a bank line of credit. The
MBDA Business Center resturctured the
debt and assisted the firm with
teaming arrangements to secure
goverment contracts.

Goal

Assigned
Points

Q1+Q2
Goal

Q1+Q2
Actual

Q1+Q2
% Goal

Q1+Q2
Points
Earned

% Annual Goal

Number of Jobs Retained

5

24.00

53.00

220.83%

7.50

110.42%

1.) Discuss key operational activities that led to the center’s success in attainment of the “Number
of Jobs Retained” goal:
The MBDA Bisiness Center structure teaming arrangements in order for minority business to target
larger contracts. The larger contracts assists the firms in job retention.
2.) Provide a “Success Story” that demonstrates how the efforts of the center assisted a client in
job retention (please ensure that this is a new success story that has not been previously reported
to MBDA):
Client Name:
Source Name:
Transaction Description and Client Service Need:

Description of the MBC’s contribution in facilitating the
client contract award:

Elvina Emerson
Nellis Air Force Base 8 (a)
The MBDA Business Center has
structured teaming arrangements with
larger firms in order to bid and be
awarded larger contracts.
The MBDA Business Center identifies
contract opportunities and assists
minority businesses in securing the
contracts.

Goal

Assigned
Points

Q1+Q2
Goal

Q1+Q2
Actual

Q1+Q2
% Goal

Q1+Q2
Points
Earned

% Annual Goal

Number of Clients Served

5

30.00

110.00

366.67%

7.50

183.33%

1.) Discuss key operational activities that led to the center’s success in attainment of the “Number
of Clients Served” goal:
The MBDA Business Center Co-Sponsors small business workshops targeting minority businesses.
The Center has assisted 110 minority businesses for the Semi Annual Performances.

Goal

Assigned
Points

Q1+Q2
Goal

Q1+Q2
Actual

Q1+Q2
% Goal

Q1+Q2
Points
Earned

% Annual Goal

Export Transaction Facilitated

5

1.00

0.00

0.00%

0.00

0.00%

1). Describe the difficulties encountered by the center in attaining the “Number of Export
Transaction Facilitated” goal.
We plan to assist the firms that are interested in Export Transactions.
2.) Describe the steps taken and efforts planned by the center to overcome the above difficulties
and increase performance attainment on the “Number of Export Transaction Facilitated” goal.
New Mexico MBES are qualified and available to participate in rebuilding the carribbean and
northern Mexico. The center will attend export conferences to identify minority owned businesses
interested in export transactions.

Goal

Assigned
Points

Q1+Q2
Goal

Q1+Q2
Actual

Q1+Q2
% Goal

Q1+Q2
Points
Earned

% Annual Goal

Strategic Facilitated

5

1.00

0.00

0.00%

0.00

0.00%

1). Describe the difficulties encountered by the center in attaining the “Number of Strategic
Transaction Facilitated” goal.
The MBC co-sponsor events with the strategic partners to target and assist minority businesses.
2.) Describe the steps taken and efforts planned by the center to overcome the above difficulties
and increase performance attainment on the “Number of Strategic Transaction Facilitated” goal.
We will continue to provide strategic business consulting services to new and existing clients that
will result in increased financing, contracting opportunities and job growth and retention. The
services provided that will accomplish this goal include business incorporation, licensing and
CCR/SBA registrations, negotiating leases and contracts, financial loan packaging, certifying
businesses in the minority preference programs, identifying and matching procurements.

Goal

Assigned
Points

Q1+Q2
Goal

Q1+Q2
Actual

Q1+Q2
% Goal

Q1+Q2
Points
Earned

% Annual Goal

MBE Referrals

5

29.00

1.00

3.45%

0.17

1.72%

1.) Describe the difficulties encountered by the center in attaining the “Number of MBE Referrals”
goal.
The center is recongnized as the only entity that specializes in assisting minority businesses in the
areas of Goverment and Prime contractor certifications therefore we do not refer clients to any
other entities.
2.) Describe the steps taken and efforts planned by the center to overcome the above difficulties
and increase performance attainment on the “Number of MBE Referrals” goal.
By coordinating advocacy meetings with procurement buyers, organizing and sponsoring training
and networking events and referring minority businesses to the center for strategic business
consulting.

Management Assessment:
1.) Identify all personnel positions included in the program budget. If a position is vacant, indicate
“Vacant” under “Employee Name” and fill in the date the position was last occupied:
Position Title

Employee Name Percent FTE

President &
Anna Muller
Project Director
Controller
Christine
Kamm
Business
Paul
Consultant
Vosburgh
Business
Janie Johns
Consultant
Admin
Pauline
Asst/Receptionist Torres

Salary

Effective Start Date Date Last Occupied

100

93,600

4/1/2011

25

23,400

4/1/2011

70

53,872

4/1/2011

15

10,296

4/1/2011

100

36,050

4/1/2011

2.) For any positions that are currently vacant, identify the actions being taken to fill the position
and the anticipated fill date.
No vacant positions.

3.) Describe how program income was earned during the report period, and how it was used to
further program objectives. Identify any problems encountered in generating program income and
steps proposed by the center to address the identified issues.
Program Income Chart
Annual Proposed Collected to Date % Collected

92,200

36,422.86

39.5

Waived

1,502.90

% Waived

4.1

Uncollected

18,180.71

% Uncollected

19.7

4.) Describe how each of the center’s Strategic Partners contributed to the center’s overall
performance during the report period.
Name of Strategic Partner

Contribution to center

ACCION
ACCION is a micro lender and provides financing to our clients.
Albuquerque Hispano
Albuquerque Hispano Chamber of Commerce co-sponsors workshops
Chamber of Commerce
with the center and refers minority businesses to the center.
The New Mexico 8 (a)
New Mexico 8(a) & Minority Business Association co-sponsors all
Minority Business
minority businesses events with the center.
Association
Enchantment Land Certified Enchantment Land Certified Development provides real estate and
Development Co
fixed asset financing to small minority award businesses.
The Loan Fund is a micro lender that provides financing to our
The Loan Fund
clients.
Promotion of MBDA:
Describe efforts undertaken during the report period to communicate the mission and objectives of
MBDA within the business and government communities. Please attach supporting documentation
for each instance being reported. Limit of five.
The center directly solicit assistance from our contacts in the banking and financial communities,
bonding and insurance companies, federal, state and local goverment entities and other
organizations serving the minority business community.
MED Week is the largest event that all of our strategic partners co-sponsor. MBDA is the main cosponsor of the event. MED Week program is the supporting documentation

Bonus Points:
MBDA Special Initiatives: Provide a brief narrative description of participation in and successful
execution of MBDA special initiatives (in response to MBDA request) during the report period.
Please attach supporting documentation for each instance being reported. Limit of five.

Collaboration with MBDA: Provide a brief narrative description of how the center successfully
collaborated with MBDA staff to assist a client in securing a transaction during the report period.
Please attach supporting documentation for each instance being reported. Limit of five.

Business to Business (B2B) Events Completed: Provide a brief narrative description of how
the center successfully executed a B2B event. Please attach supporting documentation for each
instance being reported. Limit of five.
The Center is a co-sponsor of every B2B event in New Mexico. PTAP Workshops First Wednesday
Afternoon of Each Month
MED Week October 21, 2011 11:00 am at the Hotel Albuquerque celebration recognizing and
honoring the accomplished minority business and advocates for their personal achievements and
contributions 35 - organizations. All federal agencies local and state goverment officials in
attendance.
August 9, 2011, 9am at the Hotel Albuquerque at Old Town purpose is to Advance Teaming
Strategies for Winning Federal and Prime Contracts, NMSBDC/Procurement. Technical Assistance
Program Workshop. Instructor Anna Muller
August 10, 2011 11:30am at the Albuquerque Hispano Chamber of Commerce - Roundtable
disscussion, Jobs and the Latino Workforce. In attendance United States Secretary Labor
NEDA Business Consultants regularly participating in Veterans events through out the year
sponsored by New Mexico Department of Veterans Services, the New Mexico Veterans Business
Outreach Center and the G.I. Forum. Veterans Job Fair


File Typeapplication/pdf
File Modified2012-06-29
File Created2012-06-15

© 2024 OMB.report | Privacy Policy