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General Intake Form

The document is an intake form collecting information about business ownership and operations. It asks questions about business registration details, ownership structure, revenue, expenses, certifications, and interest in financing assistance. It collects contact information and confirms the applicant can provide documentation to verify the information.

Uploaded by

Gita Swasti
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
0% found this document useful (0 votes)
45 views9 pages

General Intake Form

The document is an intake form collecting information about business ownership and operations. It asks questions about business registration details, ownership structure, revenue, expenses, certifications, and interest in financing assistance. It collects contact information and confirms the applicant can provide documentation to verify the information.

Uploaded by

Gita Swasti
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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General Intake Form

gitaswastipr@gmail.com Switch account

* Indicates required question

Business Ownership

The following data is being collect for clients who have a currently-registered business. This
data is being collected for informational purposes only and to help PGC identify appropriate
services to support your business growth and comply with reporting requirements from
PGC funders. See our privacy policy for more information about how we use and protect this
data.

Are you the business owner? *

Yes

No

Name of Business *

Your answer

Are you the primary decision-maker for the company? *

Yes

No

Are you committed to remaining and operating in Hawaii long-term? *

Yes

No
Are you committed to job creation for low-income adults? *

Yes

No

How many owners of the business besides yourself? *

0 1 2 3 4 5

0 (me only) 5+ business owners

What percentage of your business/non-profit is female owned? *

Choose

What percentage of your business/non-profit is owned by a Veteran? *

Choose

Business registration date (if business is not registered please enter the *
date: 01/01/0101)

Date

dd/mm/yyyy
Type of business *

Food Services

Manufacturing

Information Technology

Construction

Retail Dealer

Finance/Insurance

Utilities

Wholesale Trade

Educational Services

Real Estate & Rental/Leasing

Waste Management & Cleaning Services

Health Care & Social Assistance

Arts, Entertainment & Recreation

Transportation & Warehousing

Professional, Scientific & Technical Services

Private Consulting

Agriculture, Forestry, Fishing & Hunting

Administrative & Support

Other:

Business Registration Type *

Choose

Is your business registration currently active and up-to-date? *

Yes

No
Tax Payer Identification Number FEIN # (if available)

Your answer

General Excise Tax Number (if available)

Your answer

State Tax ID # (if any)

Your answer

Do you have any of the following for your business? (Check all that apply)

Workers Comp Insurance

General Business Liability Insurance

Hawaii Compliance Express Certification

Auto Insurance (for business vehicles only)

Food Handlers Education Certificate

Temporary Food Establishment Permit

Annual Food Permit

Food Safety Liscence

Peddler's Permit

Pesticide License

Organic Certification

Additional Insurance not listed:

Not Insured or Underinsured

Other:
Business Street Address (if applicable)

Your answer

Do you conduct business online? *

Yes

No

Business Website (if applicable)

Your answer

Business Facebook Name (if applicable)

Your answer

Business Instagram Name (if applicable)

Your answer

Business Twitter Name (if applicable)

Your answer

Other Social Media links (if applicable)

Your answer
Are you employed outside of your business? *

Yes

No

If yes, is your employment full time or part time?

Full time (more than 20 hours per week)

Part time (less than 20 hours per week)

How Many current part time (Less than 20 Hours per week) and full time *
(More than 20 Hours per week) employees (including yourself) do you
have?

More
0 1 2 3 4 5
than 5

Part Time

Full Time

Does your company have any of the following certifications (tick ALL that *
apply):

Certified SDB (Small Disadvantaged Business)

SBA 8(a)

None

Other:

What was your company revenue from the last 12 months? *

Your answer
What is your company's average monthly revenue? *

Your answer

What is your company's cost of goods from the last 12 months? *

Your answer

What is your company's other expenses (outside of cost of goods) from *


the last 12 months?

Your answer

What is your company's average monthly profit (revenue - expenses)? *

Your answer

Have you ever received a grant, loan, or equity investment in your *


business to date?

Yes

No

Are you interested in a loan or investment in your company to grow, *


expand, etc?

Yes

No
Would you like assistance to create or improve your business, financial, *
and/or marketing & sales plan?

Need Haven't
Yes No Completed Other NA
Assistance Started

Business
Plan

Financial
Plan

Marketing
& Sales
Plan

To formally enroll you in PGC's programs, you will be required to submit *


documentation which should match the information provided here. Can
you certify the information above is correct?

Choose

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