CalCAP for Small Business

Forms for CalCAP SB PFI Lenders

Certifications to Participate

• Certification to Participate in the State Small Business Credit Initiative (SSBCI) Program
• Certification to Participate in the California Capital Access Program

Loan Enrollment Documents

• Loan Enrollment Application - CalCAP
• Participating Financial Institution Lender Certification - CalCAP
• Borrower Certification for Small Business Loan Enrollments - CalCAP
• Socially and Economically Disadvantaged Individuals (SEDI) Certification
• Demographics-Related Data Certification
• Commercial Real Estate and Refinancing Lender Questionnaire
• CalCAP Supplemental SAC Contribution Form (Participating Financial Institutions can utilize this form to select a qualifying event to receive a Severely Affected Community (SAC) contribution.)
• SSBCI Privacy Notice
• Privacy Notice
• Borrower’s Agreement to Pay Participating Financial Institution Lender’s Fees

Change in Loan Terms

• Notification of Change in Loan Terms Form

Claims

• Claim Application

Reports

• Quarterly Reporting Schedule
• Quarterly Report Instructions & Template

Media Release Authorization

• Media Release Form