�In order to log consulting hours provided to individuals [who are receiving consulting via the internet], the following conditions must be met:
�The SBDC must obtain an original signature on a 641 or its functional equivalent from the client. [The Form 641 on the Hawai`i SBDC Network�s web site fulfills the definition of �functional equivalent.�].
�Once a consulting relationship has been established with a signed 641 or its functional equivalent, all preparation and contact time associated with the engagement should be logged. It is recognized, in the case of many forms of communication, contact time becomes a very different concept. In the case of consulting via electronic communications technology, �contact time� is defined as time spent in reading or analyzing information provided by the client and time spent in synopsizing or synthesizing materials to be transmitted to the client.
�Preparation time is defined as time spent on behalf of the client and might include research or surveying relevant background information but excluding analysis or synthesis or preparation of material specific to that individual client [which would be contact time].
�It is recognized that consultants will exercise their best judgment in making the allocation of time.� (2002 Accreditation Standards at www.asbdc-us.org/directors/index.html. Under Links for State Directors, click on ASBDC Accreditation Standards.)
Additionally, print-outs of the electronic correspondence must be attached to the print-out of the narrative write-up in CDIS (equivalent to SBA Form 1062) and placed in the client�s file. (2002 SBA Program Announcement, page A-3)
See related topics in this section:
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Electronic Consulting | |