HiddenBRE Name Type of visit?*Please choose if this is your first visit or a follow-up visit. First visit Follow-up visit Method of contact–In-PersonPhoneEmailTextVirtualPurpose of visit? Visit Date MM slash DD slash YYYY Point of Contact First Last Job Title Email Phone NumberCompany Name First Company Website Primary industry cluster:—11 Agriculture, Forestry, Fishing, and Hunting21 Mining, Quarrying, Oil, and Gas Extraction22 Utilities23 Construction31-33 Manufacturing42 Wholesale Trade44-45 Retail Trade48-49 Transportation and Warehousing51 Information52 Finance and Insurance53 Real Estate, Rental, and Leasing54 Professional, Scientific, and Technical Services55 Management of Companies and Enterprises56 Admin, Support, Waste Management, and Remediation Services61 Educational Services62 Health Care and Social Assistance71 Arts, Entertainment, and Recreation72 Accommodation and Food Services81 Other Services (except Public Administration)92 Public Administration and GovernmentOther, Unknown, or Not DisclosedOther: NAICS Code IndustryAgriculture, Forestry, Fishing and HuntingMining, Quarrying, and Oil and Gas ExtractionUtilitiesConstructionManufacturingWholesale TradeRetail TradeTransporation and WarehousingInformationFinance and InsuranceReal Estate and Rental and LeasingProfessional, Scientific, and Technical ServicesManagement of Companies and EnterprisesAdministrative and Support and Waste Management and Remediation ServicesEducational ServicesHealth Care and Social AssistanceArts, Entertainment, and RecreationAccommodation and Food ServicesOther Services (except Public Administration)Public Administration 2-Digit Code Title Full Code Facility location: Street Address Address Line 2 City State AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific ZIP Code Business & Facility DetailsFacility Name Facility Type Branch Distribution Franchise Headquarters Other Other facility type: Is the parent company outside of the US?–YesNoWhich country? Facility status:—LeasedOwnedYear business started: Year started at current location: Year started in Hampton Roads: Does this business fall into any of these categories? SWAM: Small Women and Minority Owned Business SBE: Small Business Enterprise MBE: Minority-owned Business Enterprise WBE: Women-owned Business Enterprise DBE: Disadvantaged Business Enterprise Service Disabled Veteran Service Disabled Veteran Business Veteran Owned Does company have a succession plan?—YesNoWhat is the succession plan?Do they need one? Has company ownership structure changed?—YesNoHow has it changed?Company's biggest challenges:Threats to industry:Annual RevenueOver the last year, have company sales..—IncreasedDecreasedStayed relatively stableFluctuated widelyNot identifiedWhat contributed to sales change?Additional business and facility notesSection BreakProduct & ServicesCompany's major products & services:This location's products & services:Has company introduced new products?—YesNoDescribe new products:What is client base?—Defense/FederalIT/SoftwareMedical/BiomedicalTransportationManufacturingDistribution/LogisticsOtherPlease specify client base: Other client base: Additional product & services notesSection BreakEmployment & WorkforceType of employees at this company: Full-Time Part-Time Temporary Seasonal Contract How many full-time employees at this facility? How many part-time employees at this facility? How many temporary employees at this facility? How many seasonal employees at this facility? How many contract employees at this facility? Has number of employees changed in the last year?—IncreasedDecreasedStayed the sameHow many employees were hired? What type of certificates are needed?What are the average wages (yearly)?—0-$10,000$10,000-$20,000$20,000-$30,000$30,000-$40,000$40,000-$50,000$50,000-$60,000$60,000-$70,000$70,000-$80,000$80,000-$90,000$100,000 and upDo they plan on hiring in the next 2-5 years?—YesNoHow many employees and what positions?Approximate date for hiring—6 months1 year2 years3 years4 years5 yearsWhat is the average tenure of your employees? Anticipate training existing employees?—YesNoWhat type of training is required?Where do they attract talent pipeline?Do you hire veterans?—YesNoAre they in the V3 program?—YesNoIs there an apprenticeship program in place?—YesNoWhat obstacles are in the way?If they hired in the last year, was it hard for them to fill?—YesNoWhat positions were difficult to fill?Challenges in filling open positions: Poor work ethic Lack of basic education Lack of technical skills Lack of candidates Location Competition Transportation Other Other Challenges: What positions are difficult to retain?What is the turnover rate? Is there enough housing for future employees?—YesNoUnsureWhat housing is needed?What type of assistance is needed?–VJIPVA CareerWorks GrantEmployee ScreeningHiring EventsOtherOther Assistance Needed: Additional Employement & Workforce NotesSection BreakMarket InformationCompany's primary market:—InternationalUnited States (multiple locations)East CoastSoutheastNortheastMid-AtlanticRegional/LocalCompany's fastest growing geographic market:—InternationalUnited StatesEast CoastSoutheastNortheast/Mid-AtlanticRegional/LocalAre they currently doing international business?—YesNoDo they export or have clients outside the US?—YesNoWhere?Africa & Middle EastCanadaRussiaGermanyItalyEnglandFranceEurope OtherGreater ChinaIndia, Pakistan, Central/South AsiaJapan & KoreaSoutheast AsiaAustralia & Pacific OceaniaLatin America & CaribbeanCentral / South AmericaOtherOther location: Percent of sales outside of USAre they a current Port of Virginia user?—YesNoHave they received port incentives?—YesNoAre they using rail, highway or air in the region? Select All Rail Highway Air Do they utilize offsite storage or cold storage?—YesNoWhere? Have you done or considered a joint venture?–YesNoWould you be open to considering a joint venture?–YesNoAdditional Market Information NotesSection BreakInvestment PlanHas company made large investment in last 3 years?—YesNoIn what area(s)? Technology Workforce Development Machinery/Equipment Facility Expansion Renovation Infrastructure Does company plan to do any of the following? Invest in new facilities Make major equipment purchase Renovate/expand current facility(ies) Complete a Merger/Acquisition Conduct Layoffs Downsize None Other Why are they investing in a new location? Access to labor Access to markets Environmental permit obstacles High state taxes High local taxes Labor costs Lease expiration No room at this location Quality of workforce Transportation/infrastructure Other Other reason for investing in new location: Approximate date of pending investment?—Within one yearWithin two yearsWithin three yearsIn four or more yearsUnsureApproximate cost of anticipated investment:Currently have room on site to expand?—YesNoHow do they receive funding OR how do they anticipate receiving funding? Bank loan Government loan (SBA and others) Angel investor Venture capital firms Crowdfunding Equity IPO Other Other funding: Received local/state incentives in 5 years?—YesNoWhich incentive programs?Additional Investment Plan NotesSection BreakCommunityWhat are strengths of the local community?What are weaknesses of the local community?Interacted with Local Goverment Departments?—YesNoWhat departments and experience?Engagement with the start-up community?—YesNoPriority projects region to consider?Additional Community NotesSection BreakPost-Discussion VisitDoes company require a follow-up?–YesNoType of follow-up–Workforce DevelopmentExpansion PlanningSpecific info based on specific inquiries by company during visitOtherOther type of follow-up Date of follow-up MM slash DD slash YYYY What organization should assist? Locality Chamber Local College/University Community College Vocational schools State Workforce Development Council Hampton Roads Alliance VEDP SBDC SBSD VDVS GenEdge Department of Small Business and Supplier Diversity VA Tourism Other Other organization: Additional notes:Section BreakTestimonialWould this company be a good prospect for a testimonial?–YesNoDid they agree to do a testimonial?—YesNoAwaiting ResponseDate of testimonial: MM slash DD slash YYYY Hampton Roads Alliance contact: First Last Testimonial contact: First Last Testimonial Contact email: Testimonial:Follow-up action items:Section BreakTop themes from visit: Business Environment Current Location Growth Opportunities Incentives Industry Challenges International Trade Public Policy Quality of Life Supply Chain Transportation Workforce Development Other Other theme(s): Your Name*–Toi HunterAlisa CriderJillian GoodwinJonathan HolmanDoug SmithMatt SmithNicole RyfAmy JordanAngela ParsonsSteve HarrisonAmy Parkhurst*PLEASE HIT SUBMIT ONLY ONCE. 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