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.

   CLICK HERE TO RETURN TO THE 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)