SBA Form 641 Counselor Information Form

U.S. Small Business Administration

OMB Approval No.:3245-0324
Expiration Date:

Counseling Information Form
1. Name of the Office Providing the Service _______________________________1a. Type of Client:
2. City/State of Office Location_________________________

Client Number:
DUNS or SAM Number:
Location Code:
Initials of Data Inputter:
Telephone
Online

Face to Face

PART I: Client Request for Counseling
3. Client Name (Name of the person completing the form/representative of the business)
(Last, First, MI)
5. Telephone
Primary
Secondary
7. Street Address/PO Box (give business address if currently in business) 8. City

4. Email
6. Fax
9. State

10. Zip

+4

11. I request business counseling service from an SBA Resource Partner. I agree to cooperate should I be selected to participate in surveys designed to evaluate SBA Resource
Partner services. I permit SBA or its agent the use of my name and address for SBA surveys and information mailings regarding SBA products and services (Yes
No
).
I understand that any information disclosed will be protected to the extent permitted by law. (SBA or its agents will not provide your personal information to commercial
entities.) I authorize SBA or its agents to furnish relevant information to the assigned management counselor(s). I further understand that the counselor(s) agrees 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 of
the counselor(s) furnishing management or technical assistance, I waive all claims against SBA personnel, and that of its Resource Partners and host organizations, arising from
this assistance.
Use of Information: The information in this form is to be provided by individuals and business seeking technical assistance services from an SBA Resource Partner. The
information is collected to help SBA's continuing improvement of business counseling programs, to ensure effective oversight and management of entrepreneurial development
programs and grants, and to meet Congressional and Executive Branch reporting requirements. The form should be submitted at the site of service to the counselor providing
the service. Resource Partners will submit information to SBA according to the terms of their notice of award.

12. Preferred date & time for appointment
Date:
Time:

13. Client Signature

Date:

PART II: Client Intake (to be completed by all Clients)
14. Race (mark one or more)

15. Ethnicity

American Indian or Alaska Native
Asian
Black or African American
Native Hawaiian or Other Pacific Islander
White

No military, Reserve, or
National Guard service
19. Referred by? (Mark all that apply)

18. Military Status

SBA District
Lender
Business Owner
SBA Web site

SBDC
SCORE
WBC
VBOC

Male
Female

Member of the Reserve
Active Duty

Veteran
Service Disabled Veteran

Other Client
Educational Institution
Local Economic Development Official
Chamber of Commerce

20a. Are you currently in business?

16.Gender

Hispanic or Latino
Not Hispanic or
Latino

Magazine/Newspaper
Word of Mouth
Television/Radio

17. Do you consider
yourself a person with
a disability?
Yes

No

Member of the National Guard
Spouse of Military Member

Other (specify)

USEAC
Boots to Business
Internet (please indicate website)

Yes
No
If yes to 20b, please go to Appendix A on page 3 to indicate the markets to which your company currently exports (mark all that apply).
Yes

No (if no, skip to 30)

20b. If yes, are you currently exporting?

21. Name of Business
22. Type of Business (choose primary category)
Mining
Utilities
Information
Construction
Retail Trade

Manufacturing
Finance & Insurance
Wholesale Trade
Public Administration
Educational Services

23. Business Ownership – What percentage of
your business is male or female owned?
__________% Male__________% Female

27a. Total No. of Employees
(full & PT)
27b. Of total employees, how many are
engaged in the exporting aspect of your
business: (Full & PT)

Real Estate & Rental & Leasing
Health Care & Social Assistance
Accommodation & Food Services
Arts, Entertainment & Recreation
Transportation & Warehousing

Professional, Scientific & Technical Services
Management of Companies & Enterprises
Agriculture, Forestry, Fishing & Hunting
Administrative & Support
Waste Management & Remediation Services
Other Services (except Public Administration)

24. Date Business
25. Do you conduct 26a. Are you a home based business
business online? 26b. Are you 8(a) certified?
Started?(MM/YYYY)
Yes
Yes

No

28a. For your most recent full business year, what
were your: Gross Revenues/Sales $
+Profits/-Losses $

28b. Amount of your Gross Revenues/Sales
related to exporting $

Yes

No

No

29. What is the legal entity of your business?
Sole Proprietorship
Corporation
LLC
S-Corporation
Partnership
Other (specify) ________________________________

30. What is the nature of counseling you are seeking? (Choose primary category)
Marketing/Sales (promotion, market
Human Resources/
Technology/Computers
research, pricing, etc.)
Managing Employees
eCommerce (using the
Government Contracting (including
Customer Relations
Internet to do business)
certifications)
Business Accounting/
Legal Issues (such as,
Budget
Should I incorporate?)
Franchising
Cash Flow Management
International Trade
Buy/Sell Business
Intellectual Property
Tax Planning
Cyber Security/Cyber Awareness
Describe specific assistance requested in the space provided. ___________________________________________________________________________________
_______________________________________________________________________________________________________________________________________
_______________________________________________________________________________________________________________________________________
SBA Form 641 (XX/XX/XXXX)
Start-up Assistance (How do I start a
small business?)
Business Plan
Financing/Capital (such as applying
for a loan, building equity capital)
Managing a Business

U.S. Small Business Administration
Counseling Information Form

OMB Approval No.: 3245-0324
Expiration Date: XX/XX/XXX
Client Number:
DUNS or SAM Number:
Location Code:
Initials of Data Inputer:
Funding Source:

Part III: Counselor Record
31. Client Name (please use the same name from original 641 Part 1)
(Last, First, MI)
33. Telephone
Primary
Secondary
35. Street Address /P.O. Box
36. City

32. Email
34. Fax
37. State

+4

38. Zip

Yes
No (if no, skip to 44)
39a. Is the client currently in business?
Yes
No
39b. Is the client currently exporting?
If yes, please turn to Appendix A on page 3 to indicate the markets to which your client currently exports (mark all that
apply).

40. Date Business
Started?

42a. As of the most recent full business year, what were the client's annual:

41a. Total No. of Employees: (Full & PT)

Gross Revenues/Sales $_____________________ +Profits/-Losses $

41b. Of total employees, how many are engaged in
the exporting aspect of client's business?:

42b. As of the most recent full business year, how much of your client's Gross
Revenues/Sales were related to exporting? $

(Full & PT)

43. SBA or Resource Partner Service Contributed to the Following: (Mark all that apply)
Certifications

SBA Loan Amount $

SBA Financial Assistance

8(a)
Hubzones
SDB

Non-SBA Loan Amount $
Amount of Equity Capital Received $

Other (specify state, local, etc)

No. of Government Contracts/Subcontracts
Annual Value of Government Contracts/Subcontracts Received

$

Export Express
Export Working Capital Loan
Community Advantage
Micro loan
SBIR
Other (SBIR, SBIC, 7(a) 504, etc)

44. What was the nature of the counseling you provided the client? (choose primary category)
Start-up Assistance (How do I start a
small business?)
Business Plan
Financing/Capital (such as, applying
for a loan, building equity capital)
Managing a Business
Please specify other counseling provided.

45. Referred Client to (mark all that apply

WBC
SCORE
SBDC

VBOC
PTAC
DFC (OPIC)

Dept of Agriculture
Dept of State
Export/Import Bank

46. Type of Session
Face to Face
Telephone

Update

English
Spanish

State Trade Agency
Other:

SBA District Office
SBA Office of International Trade (OIT)
Dept of Commerce/Commercial Services

47. Language(s) Used
Online
Prep

Cyber Security/Awareness
Technology/Computers
eCommerce (using the Internet
to do business)
Legal Issues (such as, Should I
incorporate?)
International Trade

Marketing/Sales (promotion, market
research, pricing, etc.)
Government Contracting (incl. certif.)
Intellectual Property
Franchising
Buy/Sell Business

Human Resources/Managing
Employees
Customer Relations
Business Accounting/Budget
Cash Flow Management
Tax Planning

48. History

Other (specify)

New Case

Follow-up

49. Date Counseled
(MM/YYYY)

One Time

50. Counselor(s) Name (If multiple counselors, list lead counselor first and separate
each additional counselor name by a semi-colon):

51. Contact Hours

51b. Prep Hours

Total contact hours
that a client received

Total amount of preparation spent by all of the
counselors for a client

51c.Travel Hours Total amount of time it takes to travel to a client's location for counseling
52 Did more than one Counselor participate in this counseling session? Yes__ No__. If yes, how many counselors ________?
53. Counselor’s Notes:

SBA Form 641 (XX/XX/XXXX)

2

U.S. Small Business Administration

Counseling Information Form

OMB Approval No.:3245-0324
Expiration Date: 10/31/2017
Client Number:
Location Code:
Initials of Data Inputter:

Appendix A to Questions 20b. & 39b.
If your company is currently exporting, please indicate the countries to which your company exports. (Mark all that apply)
For information on current U.S. trade sanctions, please visit the Office of Foreign Assets Control: Sanctions Programs and Country
Information, https://www.treasury.gov/resource-center/sanctions/Programs/Pages/Programs.aspx
Asia
Afghanistan
Bahrain
Bangladesh
Belarus
Bhutan
Brunei
Burma
Cambodia
China
East Timor
Georgia
Hong Kong
India
Indonesia
Iraq
Israel
Japan
Jordan
Kazakhstan
Korea, South
Kuwait
Kyrgyzstan
Laos
Macau
Malaysia
Maldives
Micronesia
Mongolia
Nepal
Oman
Pakistan
Philippines
Qatar
Russia
Saudi Arabia
Singapore
Sri Lanka
Tajikistan
Taiwan
Thailand
Turkey
Turkmenistan
United Arab
Emirates
Uzbekistan
Vietnam
Yemen

Africa
Algeria
Angola
Benin
Botswana
Burkina Faso
Burundi
Cameroon
Cape Verde
Central African Republic
Chad
Comoros
Congo
Democratic Republic of Congo
Cote d'Ivoire
Djibouti
Egypt
Equatorial Guinea
Eritrea
Ethiopia
Gabon
Gambia
Ghana
Guinea
Guinea-Bissau
Kenya
Lesotho
Liberia
Madagascar
Malawi
Mali
Mauritania
Mauritius
Morocco
Mozambique
Namibia
Niger
Nigeria
Rwanda
Sao Tome and Principe
Senegal
Seychelles
Sierra Leone
South Africa
South Sudan
Swaziland
Tanzania
Togo
Tunisia
Uganda
Zambia
Zimbabwe

Caribbean

Europe

Anguilla
Antigua & Barbuda
Aruba
Bahamas
Barbados
Virgin Islands (British)
Cayman Islands
Dominica
Dominican Republic
Grenada
Haiti
Jamaica
Montserrat
Netherlands Antilles
St. Kitts and Nevis
St. Lucia
St. Vincent and
Grenadines
Trinidad and Tobago

Austria
Azerbaijan
Albania
Armenia
Belgium
Bosnia-Herzegovina
Bulgaria
Croatia
Cyprus
Czech Republic
Denmark
Estonia
Finland
France
Germany
Greece
Hungary
Iceland
Ireland
Italy
Latvia
Liechtenstein
Lithuania
Luxembourg
Macedonia
Malta
Moldova
Monaco
Montenegro
Netherlands
Norway
Poland
Portugal
Romania
Serbia
Slovak Republic
Slovenia
Spain
Sweden
Switzerland
Turkey
Ukraine
United Kingdom
Vatican City

Central America
Belize
Costa Rica
El Salvador
Guatemala
Honduras
Nicaragua
Panama

North America
Bermuda
Mexico
Canada

South America
Argentina
Bolivia
Brazil
Chile
Colombia
Ecuador
Guyana
Paraguay
Peru
Suriname
Uruguay
Venezuela

Oceania
Australia
New Zealand
Cook Islands
Fiji
Kiribati
Marshall Islands
Nauru
Palau
Papua New Guinea
Samoa
Solomon Islands
Tonga
Tuvalu
Vanuatu

Other
Subcontractor for
Exporter
Other
_____________________

Please note: The estimated burden for completing this form is 6 to 8 minutes. You are not required to respond to any collection information unless it displays a currently valid
OMB approval number. Comments on the burden should be sent to: U.S. Small Business Administration, Attn: Director, Records Management Division, 409 3rd Street, SW,
Washington, DC 20416, and to: Desk Officer SBA, Office of Management and Budget, New Executive Office Building, Room 10202, Washington, D.C., 20503. OMB Approval
(3245-0324). PLEASE DO NOT SEND FORMS TO OMB.

SBA Form 641 (XX/XX/XXXX)

3