Office of Entrepreneurial Development | Resources

EDMIS is a centralized web-based reporting system that allows ED program offices, SBA resource partners (Small Business Development Centers, SCORE, Women’s Business Centers and Veterans’ Business Outreach Centers) and the agency’s field offices the ability to key in or upload information on training and counseling activity.  Resource partners and SBA field offices gather key information on customers using SBA Forms 641 and 888.  The captured EDMIS data is the repository for client activity data and is used to ensure effective management of ED programs, as well as provide sound statistical reports for the Office of Management and Budget and Congress.

For questions, errors, and other issues regarding EDMIS -  email us at EDMIS@sba.gov
 

EDMIS Resources

• EDMIS User Manual
• EDMIS Frequently Asked Questions 2018
• Access to the EDMIS or PIMS application is via the GLS application site. See the instructions below to create a GLS account and then request access to EDMIS and/or PIMS apps
• Instructions to access EDMIS or PIMS
• SBA Form 641:  Counseling Information Form
• SBA Form 888:  Management Training Report

Presentations

• Video on uploading data via XML file – 4/13/2016
• Uploading XML – Handout of presentation – 4/13/2016
• EDMIS Introduction Presentation 

EDMIS Client Definitions

EDMIS Data Requirements