Example form pages
These are common pages that we use in forms.
About you
Your name
[text field]
Your email address
[email address field]
Your phone number
[phone field___-___-____]
Eligibility
If your service is limited to some people based on certain eligibility criteria, you should include those questions early in the form.
If possible, give them other options.
Example ineligibility language:
You are not eligible for our storefront grants based on the grant criteria. See more options about how to get help for your business.
Your address
Kinds of addresses
Business address use BAN-to-LIN lookup
Construction or project site address use block / lot lookup
Mailing address or other kinds of address use form.io address component
Form.io address component has 5 fields:
Address Line 1
Address Line 2
City
State
Zip Code
Note: Do not collect mailing address unless you need it. If you are not going to mail the user something or have a legal reason for needing the address, do not collect the address.
Your family
How many people are in your family?
[number]
What was your family income in 2020?
[$]
Help text: Use your 2020 tax return if you have filed or estimate your total income for the last 12 months.
Questions for businesses
Your business
Business Account Number (BAN)
[text field _ _ _ _ _ _ _ ]
BAN lookup [need gif or image]
Help text: Your BAN is a 7-digit number. If you don't know it, you can look it up.
Business name
<Text Field>
Location address
<Address component>
Help text: If your business has more than one location, you need to apply for each location separately.
Your business details
Your business type
Essential retail like grocery, hardware, pharmacy
Non-essential retail
Restaurant or cafe
Entertainment
Bar
Caterer
Gym or fitness
Childcare, daycare, or preschool
Laundromats, dry cleaners, and laundry service providers
Personal services (like barbers, hairdressers, and tattoo artists)
Other
<if other, show small open text box>
Is your business a nonprofit?
Yes, my business is a nonprofit.
No
Your business income
Your 2020 gross receipts
[$]
Your employees
Employees are workers whose earnings are reported to the Employment Development Department (EDD) and receive a W2.
Average number of part-time employees from February 2019 to February 2020*
[number]
Help text: Part-time employees are anyone who works less than 40 hours per week on average.
Average number full-time employees from February 2019 to February 2020 *
[number]
Your business ownership
What is your ownership structure?
Limited Liability Company
Corporation
S-Corporation
Sole Proprietor/Individual
Partnership
Nonprofit
Questions for building permits and projects
Billing information
Who should we contact to pay permit fees?
Me
Property owner <show owner as an option if they filled in the Owner field above>
Someone else
Demographic questions
These questions are still in draft form. If you include these questions in a form, they must be optional.
For individuals
Your identity
We use this information to understand and improve how the City is serving all San Franciscans. It will remain private.
Your race or ethnicity
Help text: Select all that apply.
American Indian or Alaska Native
Asian or Asian American
Black or African American
Hispanic, Latino, or Spanish Origin
Middle Eastern or North African
Native Hawaiian or Other Pacific Islander
White
I prefer not to answer
Cultural affiliation or nationality
[small text input]
Your preferred language
English
Español
繁體中文
Filipino
Other
<If Other, show small open text box.>
Your current gender identity
Male
Female
Trans male
Trans female
Genderqueer or gender non-binary
Other
I prefer not to answer
<If Other, show small open text box>
Legal agreements
You may require applicants to agree to legal terms to apply.
For your service, make sure to get your language approved from your City Attorney.
Example legal agreement
[ ] I acknowledge and agree that if any of the information in this application is untrue or I knowingly make any false or misleading statement or material omission in the information or materials required or requested from me, the City may require me to repay such grant funds or take any other legal or equitable recourse available, including, without limitation, by seeking remedies for fraud.
Insurance requirements
If you have requirements for your service, include them on your step-by-step or transaction page before you get to the submission form.
When they are in the form, give them a link back to what they need to provide.
Example for the step-by-step page:
You must have enough insurance for this program.
You must prove you have liability insurance and workers compensation insurance. Your policies must meet these requirements.
You must have and keep commercial general liability insurance with at least $1 million in coverage per Occurrence and $2 million aggregate. It must include the City and County of San Francisco, Its Officers, Employees, and Agents as additional insured or a blanket endorsement.
You must have and keep workers compensation insurance in statutory amounts with at least $1 million in Employer’s Liability insurance coverage and a waiver of subrogation. It must include a blanket waiver or one in favor of the City and County of San Francisco, Its Officers, Employees, and Agents.
Here’s an example of a certificate of insurance (COI) form.
Get a copy of your insurance document. You will upload it with your application.
Uploads
Applicants can upload documents or files with their application.
If there are any file type or size limits, include that information in the help text.
(When we build a form in form.io, we put those files into Azure and link to them in the Airtable.)
Confirmation page on SF.gov
Thank you for [name of service or form]
We will send you a confirmation message.
[include instructions about what to expect, what to do, and who to contact]
Link to example
Confirmation email
Sender name: can be the service name, program name, or City and County of San Francisco (Your sender name should be consistent across all the services you provide.)
Reply-to email: can be a no-reply email or an email that is supported by program staff
Subject line: Include the name of the service and any action
Body email:
Confirm receipt of the application.
Include what they should expect next and when they should expect follow-up.
If relevant, include any next steps they need to take.
Include an email for contact.
Attachment: could include a copy of their submission as an attachment