Confidentiality and Dissemination of Information
Unless otherwise specified, all financial, statistical, personnel and/or technical data which is furnished, produced or otherwise available to KSBDC business coach(es) during performance of this Agreement is considered privileged information and shall not be used or released by without prior written consent of the KSBDC State Office. Statistical use of such information that does not identify individual clients may be used by KSBDC business coach(es) and the South Central Consortium, and does not require prior approval by the KSBDC State Office.
The KSBDC Outreach Office will conform to the revised SBA reporting and record keeping requirements as follows:
The KSBDC business coach(es) agree to maintain complete and accurate records and supporting documentation to support and facilitate any financial and/or program audit. Further, the KSBDC business coach(es) shall be prepared to furnish such records for any and all audit reviews.
SBA Form 641(a) shall be used to report and document SBDC Consulting/Counseling/Coaching activity. Form 641(a) may be maintained in electronic form, and a hard copy is also recommended.
Consulting/Counseling/Coaching cases are those which have been provided one-half (1/2) or more hours of Consulting and support activity.
The KSBDC business coach(es) will maintain individual files on each KSBDC client, including documentation necessary to provide a clear audit trail.
SBA Form 888 shall be used to report and document SBDC training activity. Each KSBDC business coach(es) shall report the number of SBA approved training programs, the number of attendees, and the attendee demographic data as specified on the reverse of SBA Form 888.
Only those training programs approved by SBA and conducted during the budget period of this Agreement are to be applied.