Cal. Code Regs. Tit. 10, § 5061 - Contents of Proposal

(a) The Proposal shall consist of a cover sheet, evidence of experience, table of contents and information as set forth in subsection (d) below.
(b) The cover sheet of the Proposal shall be signed and dated by each of the entities or individuals which are submitting the Proposal, and shall contain the following information:
(1) Name and address of each entity or individual submitting the Proposal;
(2) The proposed location and service area of the Proposer;
(b) Evidence that Proposer has a minimum of two years' experience in small business finance assistance, or a request for waiver from this requirement, including the reasons for requesting the waiver.
(c) The Proposer shall prepare and submit a table of contents page which lists each of the items required in the Proposal, and the page number where it is located.
(d) The Proposal shall contain the following information:
(1) A business plan setting forth the proposed activities of the Proposer during the first year. The business plan will include activities financed from all sources.
(2) Letters of cooperation from organizations and individuals located within the geographic area to be served. The letters must indicate specific assistance which the organization or individual will provide to the Proposer.
(3) A description of the proposed facilities where the Proposer would be located. The description must include a map showing the location, a photograph of the building, the lease terms, square footage, and wheelchair accessibility.
(4) A description of the legal structure of the proposed Corporation. The Proposer must incorporate following designation as a Corporation. If the Proposer is already an established organization, it must acknowledge that upon designation as a Corporation, it will be necessary to incorporate a new legal organization, and that this organization must comply with all requirements of both the Law and the Public Benefit Corporation law.
(5) Proposed article of incorporation complying with Corporations Code section 14045.
(6) A description of the proposed staffing. For each proposed staff position, indicate the minimum experience, salary and proposed funding source. If the Proposer intends to select a specific person to fill any of the positions, include the resume of each proposed individual.
(7) A budget which shall consist of all proposed income and expenses of the Proposer during the first year following designation as a Corporation. The budget shall list each source of income for each cost category. Cost categories shall include, at a minimum:
(A) employees, with each proposed employee listed by job title and funding source;
(B) equipment;
(C) consultants, including legal and accounting;
(D) utilities;
(E) rent; and
(F) travel.


Cal. Code Regs. Tit. 10, § 5061

Note: Authority cited: Section 14024, Corporations Code. Reference: Sections 14002(b),14045 and 14050, Corporations Code.

1. Editorial correction of NOTE filed 5-19-82 (Register 82, No.21).
2. Editorial correction filed 2-16-83 (Register 83, No.8).
3. Repealer and new section filed 6-24-91; operative 7-24-91 (Register 91, No. 42).
4. Amendment of subsections (a) and (d) filed 12-27-2004 as a deemed emergency pursuant to Corporations Code section 14024; operative 12-27-2004 (Register 2004, No. 53). A Certificate of Compliance must be transmitted to OAL by 6-27-2005 or emergency language will be repealed by operation of law on the following day.
5. Editorial correction of History4 (Register 2005, No. 27).
6. Certificate of Compliance as to 12-27-2004 order, including amendment of Note, transmitted to OAL 5-25-2005 and filed 7-7-2005 (Register 2005, No. 27).

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