Appendix C Addendum for Community Advantage

Borrower Information Form, Lenders Application for Guaranty, and 7(a) Loan Post Approval Action Checklist

PRA 3245-0348 Appendix C 12-4-13

SBA Express and Pilot Loan Programs(Export Express, Community Express and Patriot Express)

OMB: 3245-0348

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APPENDIX C: COMMUNITY ADVANTAGE APPLICATION ADDENDUM


Addendum for Community Advantage Applicants only


  1. Loan is a Community Advantage Loan and the small business applicant falls into one of the following categories (at least one category must be checked):

Located in a Low-to-Moderate Income (LMI) Community

Located in an Empowerment Zone or Enterprise Community

Located in a HUBZone

Ownership of the business meets the Patriot Express requirements including Veteran-owned businesses

More than 50 percent of the business’s workforce is low-income or resides in an LMI census tract

Business is two years old or less

None of the above


  1. Please check one:

Business not established yet.

Existing Business:

If in business more than a year, the most recent full business year’s Gross Revenue or Sales $___________


  1. a. In the past 12 months, have you received any Management and Technical Assistance training or counseling from any organization? □Yes □ No

(If “No,” skip the rest of this page. If “Yes,” answer “b,” “c,” and “d” below.)

b. Indicate the type of assistance you received (check all that apply):

Start-up assistance □ Government contracting

Business plan □ Franchising

Financing/Capital □ Buy/Sell a business

Managing a business □ Technology/Computers

Customer relations □ eCommerce

Business Accounting/Budget □ Legal Issues

Cash Flow Management □ International Trade

Tax Planning □ Human Resources

Marketing/Sales □ Other ___________________


c. Have you received training or counseling from any of the following sources?

Check all that apply):

SCORE □ Veterans Business Centers

Small Business Development Center □ Women’s Business Center

Bank or Other Lending Institution □ Other________________


d. Estimate the total hours of counseling or training received for each type:


Type of Counseling or Training

Total Approximate Hours


Less than 3 hrs

3 - 5 Hours

5+ Hours

One-on-one Counseling

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Telephone Counseling

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Web-based Tutorials

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Group Training

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