Julian Young® - NSORG Grantee Intake Form

First Name*

Last Name*

Primary Email*

Primary Phone*

City*

ZIP / Postal Code*

Name of Your Business*

Are you representing a company? If yes, complete this field with your official Company Name. If you are not representing a company, then please enable the switch below labeled "I'm not representing a Company".

Structure of Your Business*

Name of Your Project*

Brief Description of Project*

NSORG Award Amount*

Are you interested in opening a Young Bank account?*

Yes

No

Are you interested in learning more about Young Insurance?

Yes

No

NSORG Project Number*

Describe Where You Are in The Execution of Your Project.*

What Do You Feel You Need The Most Help With?*

Upload Coordination Plan Data Excel Sheet*

Marketing and Sales*

Website and domain name

Business cards

Professionally designed logo

Branded brochures/materials

Business email address (no gmail.com)

Business social media

Established client base

Defined marketing and sales strategy

Vision statement

Mission statement

Unique value proposition statement

None of the Above

Human Resources*

Recruitment process for talent acquisition

Hiring process

Onboarding process for new employees

Knowledgeable of all required documents and forms such as I-9 and W-4

Documented training & development processes

Written job descriptions for all key roles

Employee handbook (dress code, time off requests, corrective action, etc.)

Workers’ compensation policy

Written contractor agreements (if applicable)

Recordkeeping of employee performance, training, and disciplinary actions

None of the Above

Legal and Compliance*

Operating agreement

Business incorporation/filing

Business bank account

Federal tax ID number (EIN)

Nebraska Identification number

Nebraska sales tax permit

Business insurance

Lease agreement/ownership of location/real estate agent to acquire property

None of the Above

Accounting and Payroll*

Payroll processing system (i.e. QuickBooks or Gusto) or service provider

Accounting software for bookkeeping and reporting

Financial statements (profit & loss, cashflow, balance sheet)

Payroll tax compliance procedures to calculate and remit taxes, handle year-end forms (1099s, W-2s)

Internal controls to prevent error and fraud

None of the above

Systems and Operations*

Client database (CRM)

Identified (or currently using) all necessary technology & software

Payment system (credit cards/online payments)

Inventory management

Documented operational processes and procedures

Quality control process

Identified operational budgets (i.e. percentages for labor, costs of goods, etc.)

Organizational Bylaws

None of the Above

Additional Comments or Notes You Wish to Share.