Performance, Budget & Planning

To provide transparency, SBA makes available documents critical to effective operation, including the administration’s strategic plan, budget requests, performance plans and recommendations for improvement, and financial reports. This information will give you a thorough understanding of how SBA is working toward its mission to help small business owners succeed in a responsible and focused manner.

  • FY 2012 Agency Financial Report (AFR)
    The Agency Financial Report details the Agency's efforts in its mission to maintain and strengthen the nation's economy by enabling the establishment and vitality of small businesses and by assisting in the economic recovery of communities after ...
  • Recovery Act Reports
  • FY 2013 Congressional Budget Justification and FY 2011 Annual Performance Report
    FY 2013 Congressional Budget Justification and FY 2011 Annual Performance Report Appendices - FY 2013 Congressional Budget Justification and FY 2011 Annual Performance Report Office of Advocacy FY 2013 Congressional Budget ...
  • FY 2011 Summary of Performance and Financial Information
    FY 2011 Summary of Performance and Financial Information
  • FY 2011 Agency Financial Report (AFR)
    The U.S. Small Business Administration’s (SBA) Agency Financial Report (AFR) for FY 2011 provides an overview of the Agency’s financial and performance data to help Congress, the President, and the public assess SBA’s ...
  • FY 2012 Congressional Budget Justification and FY 2010 Annual Performance Report
    Some of the topics included in this document are; information on the budget request overview, budget tables and FY 2012 performance plan and FY 2010 annual performance report. In order to view the document, please open the ...
  • FY 2011 Verification and Validation Forms
    Validation of Data Used in Performance Measure
  • Small Business Administration (SBA) Loan Program Performance
    The tables contain performance data, by fiscal year (October 1 through September 30), for the most recent ten fiscal years for the SBA’s major loan programs (Disaster, 7(a) Business Loans, 504 Certified Development Companies, Small Business ...
  • FY 2010 Summary of Performance and Financial Information
    Message from the Administrator about the document: I am pleased to present the U.S. Small Business Administration’s FY 2010 Summary of Performance and Financial Information report. This report summarizes the Agency’s efforts to ...
  • FY 2010 Agency Financial Report (AFR)
    The Agency Financial Report details the Agency's efforts in its mission to maintain and strengthen the nation's economy by enabling the establishment and vitality of small businesses and by assisting in the economic recovery of ...
  • President's Proposed FY2011 Budget for SBA
    Funding Highlights: Supports $28 billion in loan guarantees to help small businesses access the credit they need to grow and create jobs. Provides competitive technical assistance grants to better support business ...
  • FY 2011 Congressional Budget Justification and FY 2009 Annual Performance Report
    Some of the topics included in this document are; information on the budget request overview, loan programs, management and technical assistance provided by SBA as well as contracting, disaster and regulatory assistance. In order to view ...
  • FY 2010 Congressional Budget Justification
    Some of the topics included in this document are; executive summary on the budget request, loan programs, management and technical assistance provided by SBA as well as contracting, disaster and regulatory assistance. In order to view the ...
  • 2009 Summary of Performance and Financial Information
    Message from the Administrator about the document: I am pleased to present the U.S. Small Business Administration’s (SBA) FY 2009 Summary of Performance and Financial Information report. This report summarizes the Agency’s ...
  • 2009 Agency Financial Report
    The Agency Financial Report details the Agency's efforts in its mission to maintain and strengthen the nation's economy by enabling the establishment and vitality of small businesses and by assisting in the economic recovery of ...
  • Annual Performance Report (APR) - FY 2008
    The Annual Performance Report contains information comparing SBA's FY 2008 actual performance with FY 2008 targeted performance goals.  It also contains diagnostic analyses of these 2008 performance results and a description of ...
  • Citizens’ Report (Performance and Financial Highlights) - FY 2008
    This fiscal year 2008 Citizens' Report represents SBA's effort to provide a summary of: SBA's mission; Key goals; How funds are spent relative to performance goals; and Actions SBA plans to take to build ...
  • Additional Reports & Plans
    To view additional reports & plans, please view the following links: Status of Program Performance and Improvement Efforts (PART) : This page provides rating  information on SBA's programs. Status of SBA's ...