Appendix B-1: Borrower Web Survey
BORROWER WEB SURVEY
Expires XX XX, 20XX
According to the Paperwork Reduction Act of 1995, an agency may not conduct or sponsor, and a person is not required to respond to, a collection of information (such as this survey) unless it displays a valid OMB control number. The control number for this information collection is 3245-XXXX (Expires XX XX, 20XX). The total time required for your participation is estimated at 20 minutes. Send comments regarding this burden estimate or any other aspect of this collection of information, including suggestions for reducing this burden, to U.S. Small Business Administration, Director, Records Management Division, 409 3rd St., S.W., Washington, DC 20416 and Desk Officer for the Small Business Administration, Office of Management and Budget, New Executive Building, Room 10202, Washington, DC 20503.
Since you received the business loan from (name of intermediary) in [year] did you participate in any other government lending or other financial assistance programs?
Yes
No (skip the next question)
Which of the following lending programs did you participate in? (choose all that apply)
Economic Injury Disaster Loan (EIDL)
Paycheck Protection Program (PPP)
USDA Rural Micro-entrepreneur Assistance (RMAP)
USDA Farm Service Agency (FSA) Microloan
Community Development Financial Institutions (CDFI)
7(a) Loan Guaranty
504 Certified Development Company Loan (CDC/504) Program
Small Business Investment Company (SBIC)
Community Advantage Program
America’s Recovery Capital (ARC) Loan Program
USDA Rural Business Development Grants
Other, specify
Since you received the business loan from (name of intermediary) in [year] did you participate in any training and technical assistance programs other than through the Microloan Program?
Yes
No (skip the next question)
Which of the following technical assistance and training programs did you participate in? (choose all that apply)
Women’s Business Centers (WBC)
Veteran’s Business Outreach Centers (VBOC)
Small Business Development Centers (SBDC)
Service Corps of Retired Executives (SCORE)
USDA Rural Micro-entrepreneur Assistance (RMAP)
USDA Farm Service Agency (FSA) Microloan
Community Development Financial Institutions (CDFI)
Local firms, organizations, colleges, or universities
Other, specify
Since you received the business loan from (name of intermediary lender) in [year] did you obtain any financing from other lending sources, such as friends or family, traditional bank, investor, or others?
Yes
No (skip the next question)
Did you obtain additional financing from any of the following sources? (choose all that apply)
Friends or family
Traditional bank
Community bank
Investor
Nonprofit lending organizations
Other, specify
Did you receive any training or technical assistance from the following sources? (check all that apply)
Your lender organization provided technical assistance or training
Your lender organization referred you to external sources for technical assistance or training
Found the sources of technical assistance or training myself
No training or technical assistance received (skip this section)
Other, specify
Did you receive training or technical assistance from [name of intermediary] during the following time periods? (choose all that apply)
Prior to your loan initiation
After your loan initiation
Other, specify
Did your lender contact you to identify specific types of technical assistance or training that you needed?
Yes
No (skip the next question)
(IF YES) Which types of outreach activities or assessment for technical assistance or training did your lender organization conduct?
outreach and advertisement
needs assessment measures
interviews
site visits
other methods, specify
Which topics were covered by the training or technical assistance that you’ve received? (choose all that apply)
Business formation
Business growth plan
Business management (marketing, sales, Human Resources, accounting, etc.)
Taxes, licenses, permits, legal requirements, federal, state, and local laws etc.
Obtaining contracts
Access to business financing, capital, bonding.
Networking with other businesses, agencies, and organizations
Innovation and entrepreneurship
Referrals to business resources and training programs
Information about loan servicing and addressing loan repayment difficulties
Other, specify
What is the estimated total hours of training or technical assistance received from the Microloan Program? _________(hours)
Considering all training or technical assistance that you’ve received from the Microloan Program, how often did you participate in training or technical assistance sessions? (choose one)
Once
Once per quarter
Once per month
Once per week
More than once per week
Other, specify
How did you receive the training or technical assistance? (choose all that apply)
In-person
Webinar, teleconferencing, telephone
Web information (videos, articles, peer sharing of online information)
Email information and materials
Printed materials
Other, specify
What were the settings for the training or technical assistance? (choose all that apply)
One-on-one
Small group
Large group
Other, specify
What were the ability/skill levels for the trainings or technical assistance that you received? (choose all that apply)
Basic, novice (simple content)
Intermediate (somewhat difficult content)
Advanced (difficult content)
Expert (very difficult content)
Other, please specify
Did your lender organization conduct post-training survey and feedback to gain your feedback on effectiveness of technical assistance and training?
Yes
No
To what extent was the trainings or technical assistance you’ve received from the Microloan Program helpful to improve your business management knowledge, skills, and abilities. (Choose one)
To a very large extent
To a large extent
To a moderate extent
To a small extent
Not at all
(IF MISSING ADMINISTRATIVE OR SECONDARY DATA) What was your business Gross Annual Revenue?
please, provide your best estimate
in the year of the loan initiation, specify
in 2019; specify
in 2020; specify
(IF MISSING ADMINISTRATIVE OR SECONDARY DATA) How many employees did your business employ, excluding yourself?
please, provide your best estimate
in the year of the loan initiation, specify
in 2019, specify
in 2020, specify
Do you feel that your participation in the Microloan Program helped you achieve any of the following business growth outcomes? (choose all that apply)
Increased Gross Annual Revenue
Increased the number of employees
Opened a new location for existing business
Opened a new business that did not exist before receiving the loan
Became owner of another business that existed before receiving the loan
No business growth outcomes
Other, please specify
Is your firm still in business?
Yes (skip the next question)
No (skip question 25)
Was your business sold or permanently closed due to the Coronavirus Pandemic (COVID-19)?
Yes
No
Due to the Coronavirus Pandemic (COVID-19), did you experience any of the following business difficulties? (choose all that apply)
Decreased Gross Annual Revenue
Decreased the number of employees
Decreased the total number of hours worked by employees
Decreased the total number of hours the business-owner worked
Closed business location(s)
Considered closing the business location(s)
Considered permanently closing the business
Other, please specify
Do you believe your participation in the Microloan Program helped your business survive during the Coronavirus Pandemic (COVID-19)?
Yes
No
No opinion/not sure
Did you participate in any of the following lending programs as a result of the Coronavirus Pandemic (COVID-19)?
Paycheck Protection Program (PPP)
Paycheck Protection Program (PPP) loan forgiveness
Economic Injury Disaster Loan (EIDL) Program
Paid Sick Leave and Paid Family Leave Credit
Employee Retention and Rehiring Credit
Other federal relief programs
Other state or local economic relief programs
Banks or other financial institutions
Other sources, specify
Would you recommend the (name of intermediary lender) to other business owners and entrepreneurs?
Yes
No
How satisfied are you with?
the amount of the loan received
Very satisfied
Satisfied
Neither satisfied nor dissatisfied
Dissatisfied
Very dissatisfied
the interest rate for the loan
Very satisfied
Satisfied
Neither satisfied nor dissatisfied
Dissatisfied
Very dissatisfied
the relationship with your lender, such as he/she was responsive, easy to reach, helpful
Very satisfied
Satisfied
Neither satisfied nor dissatisfied
Dissatisfied
Very dissatisfied
the training or technical assistance that you received from your lender organization
Very satisfied
Satisfied
Neither satisfied nor dissatisfied
Dissatisfied
Very dissatisfied
the training or technical assistance that you received from other sources (choose one)
Very satisfied
Satisfied
Neither satisfied nor dissatisfied
Dissatisfied
Very dissatisfied
Not Applicable
Do any of the following business certificates or designations currently apply to your business? (choose all that apply)
8(a) certified business
HUBZone certified business
Small Disadvantaged Business
Small business
Minority-owned business
Veteran or service member-owned business
Women-owned business
Located on Native American-owned land
Other, specify
What year did the owner become an owner, or part owner, of the business? ______________
What’s the age of the business owner? _____________
What’s the gender of the business owner?
Male
Female
Other
Prefer not to answer
Is the business owner Hispanic or Latino?
Yes
No
Prefer not to answer
What’s the race of the business owner? (choose all that apply)
White
Black or African American
Asian
Native American or Alaska Native
Native Hawaiian or Other Pacific Islander
Prefer not to answer
What’s the highest level of education of the business owner? (choose one)
Some high school, no diploma
High school or the equivalent
Trade/technical/vocational training
Some college, no degree
Associate degree
Bachelor’s degree
Master’s degree
Doctorate degree
Provide suggestions for program improvements to better meet your business needs and circumstances: ___________________________
| File Type | application/vnd.openxmlformats-officedocument.wordprocessingml.document |
| Author | Andrey Vinokurov |
| File Modified | 0000-00-00 |
| File Created | 2021-05-29 |