You create an application for a small business from the Client Application page. To get to the Client Application page:
Look up or register a business and click the View Business, or
Click View Business from the list of Recent Businesses, or
Select Small Business from the Client Applications menu at the top of the page to be directed to your most recent application.
From the Application page, select Create Application.
Enter the Business Owner Contact Information.
Enter the Business Owner Income and Demographic Information.
Enter the Business Information.
Click Submit Application.
Location, Location, Location
You create an application for a small business in SmallBusinessCentral using the location of the business. If the business has more than one location, choose the primary location of the business where the services will be delivered or where the grant or loan will be used. An application for a business location only needs to be created once.
When you create an application in SmallBusinessCentral, some business information data fields will pre-populate with business information submitted to the San Francisco Treasurer & Tax Collector when the business registered. These fields include Business name, Business DBA name, Business address, City, State, Zip, Business registration date, and business location start date.
The Application Date is the date on which a small business or entrepreneur first began receiving services at your agency.
The Application for Small Business Services is the primary data collection instrument for SmallBusinessCentral. The application collects small business and entrepreneur contact, income, demographic, and business-related information. All small businesses and small business entrepreneurs must complete the application. Small business owners complete both pages of the paper application. Small business entrepreneurs only need to complete the first page.
After you have collected the necessary information on the Application for Small Business Services, you can then enter that information into SmallBusinessCentral by creating a Small Business or Small Business Entrepreneur application.
An application for a business location or a small business entrepreneur only needs to be created once. Different agencies can add services, grants, and loans to the same application, regardless of the agency that created the application.
If helpful, you can integrate the Application for Small Business Services into your existing intake process, but all information on the application must be collected and must align with its data collection standards. If you do not collect all this information, or in this way, you will not be able to enter the application into SmallBusinessCentral.
You create an application for a small business entrepreneur from the Client Application page. To get to the Client Application page:
Look up or register an entrepreneur and select View Entrepreneur, or
Click View Entrepreneur from the list of Recent Entrepreneurs, or
Select Small Business Entrepreneur from the Client Applications menu at the top of the page to be directed to your most recent application.
From the Application page, select Create Application.
Enter the Entrepreneur Contact Information.
Enter the Entrepreneur Income and Demographic Information.
Click Submit Application.
You create an application for a small business entrepreneur in SmallBusinessCentral using the email address of the entrepreneur. An application for a small business entrepreneur only needs to be created once. Different agencies can add services to the same application.
