Client services are used to document technical assistance service delivery to small businesses and small business entrepreneurs. Grants and loans are also a type of service, but are tracked separately. Adding a client service is the second step of the client enrollment process. A client is not considered enrolled until at least one service is added to the application.
Client services are defined by your agency's scope of work.
A client may be provided multiple technical assistance services, grants, or loans.
A client may be provided technical assistance services, grants, or loans by more than one agency.
Some technical assistance services have specific outcomes.
After a client has received a technical assistance service, you MUST record if the client completed the service. For grants and loans, you MUST indicate whether the grant or loan has been disbursed for it to be considered complete.
A complete list of these services, their definitions, and any associated outcomes are included in the Documentation on Service Types in the Appendix.
From the Client Applications page, select the application to which the service will be added.
Click the Add Grant or Loan button.
Select the Program and Project for the grant or loan.
Select the Type of capital (Grant or Loan), Award date, and Amount of grant or loan.
Select the Use of grant or loan. You can select more than one.
Click the Save Grant or Loan button.
Community Development Block Grant (CDBG) funded programs must also select the Low- to-moderate income benefit type after selecting the program and project for the services. You can read more about the Low-to-moderate income benefit type in the appendix section on Community Development Block Grants.
From the Client Applications page, select View Service for the service to be completed.
At the bottom of the page, select the Edit button.
Enter the Service end date.
Enter any additional service details or outcomes required for the service if applicable.
Click the Update button.
For 1-day activities like a service referral, an activity can be completed at the same time it is added.
Some services have additional service details and outcomes that must be entered when completing the services. A complete list of these services, their details, and their outcomes are included in the Documentation on Service Types page in the Appendix.
From the Client Applications page, select the application to which the service will be added.
Click the Add Client Service button.
Select the Program and Project for the service.
Select the Technical assistance type and then the specific type of Counseling, Training, or Referral.
Select the Technical assistance language.
Add the Service begin date.
Click Save Service.
If changes are needed, agencies can only edit or delete the services they have added.
To edit or delete a service:
Click View Service next to the service
Scroll to the bottom of the page to find the Edit and Delete buttons.
Click Edit to make necessary changes to the record, then click the Update button at the bottom to save your changes.
Click Delete to remove your record. A prompt will appear to confirm your decision.
Community Development Block Grant (CDBG) funded programs must also select the Low- to-moderate income benefit type after selecting the program and project for the services. You can read more about the Low-to-moderate income benefit type in the appendix section on Community Development Block Grants.
