CalOSBA — California's SSBCI Technical Assistance for Capital Readiness Program (February 13, 2024)
Summary
Slide presentation of the California Office of the Small Business Advocate (CalOSBA), within the Governor's Office of Business and Economic Development, on California's SSBCI Technical Assistance for Capital Readiness Program, with CalOSBA Director Tara Lynn Gray and the date February 13, 2024. The slides describe a network of providers and capital programs serving California small business owners, and a section titled Journey of the Small Business Through the Ecosystem. Later slides cover Reporting and Compliance for US Treasury, including data to be reported for each technical assistance service and for classroom-style technical assistance events.
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“CalOSBA — California's SSBCI Technical Assistance for Capital Readiness Program (February 13, 2024).”
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California Office of the
Small Business Advocate
(CalOSBA)
Entrepreneurs
Small Business
Startups
Within the Governor’s
Office of Business and
Economic Development
California’s SSBCI
Technical Assistance for
Capital Readiness
Program
CalOSBA Director Tara Lynn Gray
February 13, 2024
Technical Assistance for Capital Readiness Program
Ne t w o rk
Ma n a g e r
Ca p it a l Ca p it a l
Re a d in e s s P ro vid e rs
Co a c h e s
Ca p it a l Pro gra m s
Ca lifo rn ia Sm a ll
Bu s in e s s O w n e r
(SED I/ VSB)
Eq u it y TA Tra in in g
Ad vis o rs P a rt n e r
Re p o rt in g a n d
Co m p lia n c e
Tru s t e d Co n n e c t o r Ne t wo rk Us in g In n o va t ive Pro c e s s e s a n d Te c h n o lo gy t o So lve Ca p it a l Ac c e s s Ba rrie rs fo r Sm a ll Bu s in e s s e s
Journey of the Small Business Through the Ecosystem
A s m a ll b u s in e s s
Bu s in e s s o wn e r
o wn e r s e e ks
In t ro d u c e d t o a Re fe rre d t o a Un d e rwrit in g wo rks wit h a
c a p it a l:
n o n -p ro fit t h a t le n d e r b y t h e p ro c e s s re q u ire s p ro vid e r a n d
c a n h e lp t ru s t e d a d vis o r a d d it io n a l in fo re a p p lie s
Go e s t o lo c a l Bu s in e s s
Su b m it s b u s in e s s As ks t h e b u s in e s s Th e le n d e r re fe rs
n e t wo rk: c h u rc h Fu n d e d
a n d p e rs o n a l o wn e r t o fill o u t a n t h e b u s in e s s o wn e r
b a rb e c u e ,
fin a n c ia l in fo rm a t io n in t a ke a p p lic a t io n t o a lo c a l n o n -p ro fit
lib ra ry, lo c a l
meetup
Th e d a t a p la t fo rm b rin gs t h e p ro vid e rs t o ge t h e r t o a u t o m a t e d a t a s h a rin g a n d s im p lify t h e jo u rn e y fo r t h e s m a ll b u s in e s s o wn e r
Reporting and Compliance for US Treasury
Ph ase Re p o rt s Su b m is s io n D e a d lin e s
Form SF-425
Semiannually on April 30 (cumulative
information through March 31) and
Period of Performance For TA Grants $250,000 or less,
October 31 (cumulative information
cumulative information on
through September 30).
administrative costs.
Annual TA Project Progress and Annually, for the period ending
Period of Performance
Outcomes Report March 31 (due April 30).
Final TA Project Progress and Outcomes One time report due no later than 120
Expiration of the Period of
Report and calendar days after the end date of the
Performance, Before Award Closeout
final Form SF-425 award period of performance.
Reporting and Compliance for US Treasury
Ca t e g o ry o f In fo rm a t io n Re p o rt in g Fre q u e n c y
Data only must be reported one time for each TA provider. If there are updates to
TA Provider Data previously reported information, the recipient may submit updates to those
elements, along with a statement that all other data remains unchanged.
Data must be reported once for each business that receives TA services (except for
attendees as a classroom-style TA services event). If a business receives separate
services in separate months, each service should be reported as individual (ex. “TA
Eligible Benficiary Data (if applicable) Service 1” and “TA Service 2”). If a business receives a TA service that spans the
annual reporting periods, the continuing services may be reported in a
subsequent annual reporting period, but should specify that they are ongoing in
the “Brief Description” field for the corresponding TA service.
Classroom-Style TA Services (if
Data must be reported once for each classroom-style TA event.
applicable)
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