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You can Print this form and FAX to 615.255.2377 or Fill out this form and hit submit. This Business Development Reporting data must be completed annually for compliance.

A. CLIENT IDENTIFICATION SECTION

Billable General Counseling

 
Billable General Counseling

 
Asian American Black American Cuban American
Mexican American Native American Asian Indian
Eskimo/Aleut Hasidic Jew Puerto Rican
Other Minority Non-Minority

 








Male Female




 

B. BUSINESS IDENTIFICATION SECTION

Business Start General M & TA

 
Graduated Graduating
Current 8(a) Never an 8(a) Firm

 
Currently Exporting Interest in Exporting
Interest in Franchising Telecommunications Form
Minority Franchiser No Special Category

 
$0 - $49,999 $50,000 - $99,999
$100,000- $299,999 $300,000 - $999,999
$1 MILLION - $2,999,999 $3 MILLION - $4,999,999
$5 MILLION - $24,999,999 $25 MILLION

 







 
Yes No

 

C.  MANAGEMENT AND TECHNICAL ASSISTANCE

Administrative Management. Assistance in administrative office management procedures and systems, to include work schedules, forms design, report preparation and payroll policy.
Business Plan Development. Assistance to a business client or potential business client, to develop a comprehensive plan for creation of a new business venture or for the improvement, expansion, or growth and development of an existing business. This includes a schedule of actions to be taken in obtaining the business objectives. This plan should be flexible and establish credibility with potential sources of financing.
Construction Related Services. Assistance and services pertaining to the construction industry. This includes project planning and control, design and engineering, contract forms, construction safety, field monitoring,estimating, and other construction related services.
Exporting Assistance. Assistance to the client in obtaining access to international markets. This includes: assisting a client to become a successful exporter, assisting minority firms by indirect exporting where products are marketed to other companies specifically involved in exporting; assisting/encouraging minority entrepreneurs to enter or expand into industries with export potential.
Financial and Accounting. Assistance in the development of adequate financial systems to include accounting, pro forma statements, cash flow analysis, forecasting, budget analysis, inventory control, and financial reports. Assistance also includes identification of funding needed and the sources of capital available.
Financial Packaging. Assistance to the client in preparation of a financial package for presentation to the appropriate financial institution or investor.Technical assistance to introduce the client to equity markets, sources of factoring, commodity exchanges, lines of credit, trade credits, short term financing mechanisms and governmental assistance programs in order to reduce debt financing when possible.
General Management. Assistance in providing skills and expertise to existing minority firms or potential entrepreneurs. Included is assistance in business operations, organization and structure, motivation, technical requirements, communication, and policy making that will provide the client with the competence to be an effective business manager.
Manufacturing Related Services. Assistance and services pertaining to the manufacturing industry. These services include plant location and site selection, plant management, material handling and distribution, and other related services.
Marketing Development. Assistance to the client in identification of the marketplace, analysis of sales possibilities, industry trends, competition, assistance with advertising and promotional strategy including merchandising and distributing. Other marketing functions include research, pricing, and market development.
Personnel Management. Assistance provided to the client in the management of business personnel. This includes procedures for the proper staffing of an organization, job descriptions, salary structure, and intra company communication procedures or services.
Procurement Packaging. Direct technical assistance to the client in preparing bids to be submitted for an announced contract opportunity.
Other Assistance Services. Other categories of assistance not included above that are significant for which billing has occurred. For example, assistance to dissolve a business if all clients have been exhausted to save it.

 

 


 
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