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| COUNSELING REQUEST FORM - (Form 641) |
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Filling out Form 641 is necessary
in order for the Maricopa SBDC
to provide free, one-on-one, confidential counseling to you.
However, filling out Form 641 does not guarantee that the
Maricopa SBDC
will provide such counseling. A consultant for
the Maricopa SBDC will make a decision
as to whether or not to engage in a consulting relationship based upon their available
time and their ability to be of assistance to you.
In order for them to make this decision, you may be asked for additional information.
** = required information
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| 1. YOUR NAME |
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** First:
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Middle:
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** Last:
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Business Name:
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| 2. TELEPHONE NUMBERS & ADDRESSES |
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Home:
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**Business:
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Fax:
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**Email :
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**STREET:
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**CITY:
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**STATE:
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**ZIP CODE:
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| 3. RACE (Mark one or more) |
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a.Native American or Alaskan Native |
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| b.Asian |
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| c.Black or African American |
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| d.Native Hawaiian or other Pacific Islander |
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| e.White |
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| 4. ETHNICITY |
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a.Hispanic Origin |
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| b. Not of Hispanic Origin |
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| 5. BUSINESS OWNER GENDER |
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a.Male |
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| b.Female |
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c.Male/Female (Co-owners)
Female Ownership Percent?
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| 6.
OTHER QUESTIONS: |
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a. Have your started your business yet?
Yes
No
b. Date of actual Startup?
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c. Are you
disabled?
Yes
No
d. What is your legal
structure?
(Sole, Partnership, Corp, LLC, etc.)
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| 7. VETERAN'S STATUS |
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a.Veteran |
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| b.Disabled Veteran |
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| c.Vietnam Era Veteran |
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| d.Non-veteran |
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8. DESCRIBE THE NATURE OF THE COUNSELING YOU ARE SEEKING
............AND/OR SELECT TOPICS FROM THE LIST BELOW: (check all that apply) |
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a.Start-Up/Acquisition |
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| b.Source of Capital |
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| c.Marketing Sales |
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| d.Government Procurement |
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| e.Accounting & Records |
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| f.Financial Analysis/Cost Control |
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| g.Inventory Control |
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| h.Engineering R&D |
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| i.Personnel |
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| j.Computer Systems |
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| k.International Trade |
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| l.Technology |
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| 9. CURRENTLY IN BUSINESS? |
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Is this a home based business?
Yes
No |
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Is this a woman owned business?
Yes
No |
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What are your annual
sales?
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How many employees do you
have
Full Time?
Part Time?
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10. TYPE OF BUSINESS: |
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| 11.
SERVICE REQUESTED OR NEED: |
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| 12. HOW LONG IN BUSINESS? |
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NOTICE:
BY SUBMITTING THIS FORM, YOU ARE AGREEING TO THE FOLLOWING:
I request business management counseling service from a Small Business Administration Resource
Partner. I agree to cooperate should I be selected to participate in surveys designated to evaluate
SBA assistance services. I authorize SBA to furnish relevant information to the assigned management
counselor(s). I understand that any information disclosed will be held in strict confidence by him/her.
I further understand that any counselor has agreed not to: (1) recommend goods or services from
sources in which he/she has an interest and (2) accept fees or commissions developing from this
counseling relationship. In consideration for the counselor(s) furnishing management or technical
assistance, I waive all claims against SBA personnel, SCORE and its host organizations, and other
SBA Resource Counselors arising from this assistance.Counselor/Client
Understanding of Expectations
Financial Information Disclaimer
Congratulations on your choice to call upon the Arizona
Small Business Development Center SBDC Network. We are
committed to helping you build a better business.
SBDC program funding is evaluated according to economic
impact produced. Periodically, you will be contacted to
obtain updated information regarding your business’s
economic impact (jobs, increase in sales etc.). You, as
a client are expected to respond with accurate feedback.
You can expect:
Guidance from experienced business counselors.
Help in developing a clear path toward accomplishing
your goals
Objective and constructive feedback about your
progress toward your goals
Courteous treatment from all Small Business
Development Center staff
Complete confidentiality regarding every aspect of the
information we discuss with you
Prompt personal attention from Center management to
resolve any problems or complaints about the service you
receive
Follow up contact from SBDC personnel regarding your
business’s economic impact
We expect you to:
Communicate honestly and directly about all aspects of
your business
Follow through on the work you and your business
counselor agree is necessary to accomplish your goals
Be open-minded about alternatives your business
counselor suggests
Provide a minimum of 24 hours notice if you are unable
to keep any appointment with a business counselor
Assist us in the future by providing frank feedback
about the quality of service you received from us and
about the progress of your business by responding to a
survey from time to time
Respond to requests for information from SBDC
personnel regarding your business’s economic impact
Client Financial Information Disclaimer/Client
Representation
In the event that the SBDC provides client with
assistance in preparing financial plans, pro forma
financial statement, or other types of reports or
forecasts, it is understood that all source and input
data and assumptions about such data will be provided by
the owner/officers of the company not the SBDC. The SBDC
will not be responsible for validating data.
Neither the SBDC nor its staff is permitted to
represent, negotiate or advocate on behalf of the client
or the client’s company under any circumstances.
Client reaffirms and agrees to the above by clicking on
the submit button below.
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