On-Line Client Information Form
Instructions
After reading these instructions, click on the button below to return to the Client Information Form. If you have any questions please contact us at . Thank you.
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CLIENT INFORMATION FORM
| Field Name | Information to Enter |
| Contact Name | Enter the person that will be communicating with us |
| Business Owners | Enter Business Owners |
| Company Legal Business Name | Enter Legal Business Name |
| Company Registered as a DBA or Fictitious Name? | In Missouri, anyone who owns and operates a business with a name other than his or her own legal name must register that "fictitious name" with the Secretary of State s office. Kansas does not list or register DBAs because Kansas does not have a statute requiring or permitting the registration or filing of DBAs or fictitious names. Be sure to check with the appropriate office State office if you don't know. |
| Business Address | Enter Street Name/Number, City, State, and Zip |
| Mailing Address | Enter Mailing Address if different than Business Address |
| County | Enter the County where business is located |
| Work Telephone | Enter Telephone Number of Contact Name |
| Work Email | This is the email address we will use for bid-matching service and to communicate by email with you |
| Web Address | Enter company Web Address if you have one |
| Federal Congressional District | Select Congressional District if known |
| Approximate Date Business Started | Enter the month-day-year that business started, e.g., 01-02-1956 |
| DUNS Number | Enter DUNS Number-if you don't have or don't know leave blank and we will assist you with getting a number |
| Fiscal Year Ends | Enter month-day when Fiscal Year ends (usually January 1st, enter as 01-01, or December 31, enter as 12-31) |
| Number of Employees | Enter the average number of full-time and part-time employees |
| Ownership Type | Select business structure |
| Business Type | Select the category that best identifies your business |
| Business Size/Designation | Select Business Size/Designation if known |
| Incorporated | Select "Yes" or "No", If "Yes" enter State where incorporated |
| Business Owner's Military Status | Enter Military Status of Majority business owner |
| Owner's Ethnic Group | Enter Ethnic Group of Majority business owner |
| Owner's Gender | Enter Gender of Majority business owner |
| Describe Business | Describe what what your business does |
| NAICs Codes | Enter these codes for your product/service if known |
| FSC/PSC Codes | Enter these codes for your product/service if known |
| SIC Codes | Enter these codes for your product/service if known |
| Referral From | Enter how you found out about Heartland PTAC |
| Current Business Status | Enter the "health" of your business |
| Company Parent/Affiliate | Select "Yes" or "No" and name if company has corporate or affiliate offices |
| Other Office to Submit Quotes | Select "Yes" or "No" if there is another office that submits government contracting quotes/proposals |
| Government Contracting Office | Select "Yes" or "No" if your company has a separate Government Contracting Office |
| Any Contracting Experience | Select "Yes" or "No" if company has any government contracting experience |
| Special Security Clearances | Select "Yes" or "No" |
| Quality Standard Designations | Select "Yes" or "No" , list if "Yes" is selected |
| Other Locations | Select "Yes" or "No" if there are other physical locations for your company |
| Where you want to Market | Select what geographical area you want to market |
| Accept Credit Cards | Select "Yes" or "No" |
| Your Name | After reading "Certification", Enter Your Name |
| Your Email | Enter Your Email Address |
Copyright [Heartland PTAC]. All rights reserved.
Revised: October 10, 2003 (DF)