OGC WELLNESS QUESTIONNAIRE
Company Name:
*
Company Address:
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Address:
*
Company Website:
*
Contact Name:
*
First Name
Last Name
Name:
*
Contact Email:
*
example@example.com
Contact Phone Number:
*
Please enter a valid phone number.
Industry:
*
Manufacturing
Sales/Distribution
Services
Consulting
Financial Services
Real Estate
Construction
Technology
Health Care
Telecommunications
Retail
Hospitality
Food and Beverage
Other
Services:
*
Business Form:
*
Corporation
Limited Liability Company (LLC)
Partnership/Limited Partnership
Unincorporated
Other
State of Incorporation/Organization:
*
Date of Initial Organization:
*
-
Month
-
Day
Year
Date
Number of Shareholders/Members/Partners/Owners:
*
1
2-5
5+
1. Comment:
*
Does your company have a written operating/shareholders/partnership/owners agreement?
*
Yes
No
2. Comment:
*
Number of Employees:
*
Less than 10
10-50
50+
3. Comment:
*
Approximate Annual Revenues:
*
Less than $1 million
$1 million-$5 million
$5 million-$20 million
$20 million-$100 million
$100 million+
4. Comment:
*
Approximate annual legal spend:
*
Less than $50,000
$50,000-250,000
$250,000+
5. Comment:
*
COROPORATE GOVERNANCE
Do you have a Board of Directors (or other governing body)(“Board”)?
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Yes
No
6. Comment:
*
How often does your Board meet (on average) per year?
*
0-1
2-5
5+
7. Comment:
*
Are there written minutes of your Board meetings?
*
Yes
No
8. Comment:
*
Does your Board formally elect officers?
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Yes
No
9. Comment:
*
Do your Shareholders/Members/Partners/Owners meet at least once per year?
*
Yes
No
10. Comment:
*
Are there written minutes of your Shareholders/Members/Partners/Owners meetings?
*
Yes
No
11. Comment:
*
Do you have written bylaws?
*
Yes
No
12. Comment:
*
Do you have a delegation of authority or other written guidelines delineating who can sign and approve various transactions and expenditures?
*
Yes
No
13. Comment:
*
Do you expect to take on additional investors in the next two years?
*
Yes
No
14. Comment:
*
Do you expect to sell the company or substantially all of its assets in the next five years or engage in another strategic transaction?
*
Yes
No
15. Comment:
*
Do you expect to take on significant debt or open new credit lines in the next two years?
*
Yes
No
16. Comment:
*
CONTRACTS AND COMMERCIAL
Approximately how many written contracts do you enter into per month on average?
*
1-3
3-10
10+
17. Comment:
*
Do you have a designated contract manager or management system?
*
Yes
No
18. Comment:
*
Do you utilize independent sales representatives, dealers or distributors?
*
Yes
No
19. Comment:
*
Do you have written agreements with your sales agents, dealers and distributors?
*
All
Some
None
20. Comment:
*
Do you grant exclusive territories to any sales agents, dealers or distributors?
*
Yes
No
21. Comment:
*
How many facilities or properties does your company lease?
*
0
1-5
5+
22. Comment:
*
Which of the following standard forms do you have (check all that apply):
*
Written sales terms and conditions
Written purchase terms and conditions
Standard non-disclosure agreement
Written agreements for sales agents, dealers and distributors
Written consultant agreements
23. Comment:
*
EMPLOYMENT PRACTICES
Do you use written offer letters or employment agreements for new hires?
*
Yes
No
24. Comment:
*
Do you have written job descriptions for your positions?
*
Yes
No
25. Comment:
*
Do you use non-compete or non-solicit agreements (in your employment agreements or as standalone agreements)?
*
Yes
No
26. Comment:
*
Do you have an employee handbook?
*
Yes
No
27. Comment:
*
Do you have a written ethics policy or code of conduct?
*
Yes
No
28. Comment:
*
Do you use temporary contractors/workers/employees?
*
Yes
No
29. Comment:
*
Which of the following benefits do you provide to employees (check all that apply):
*
Defined benefit plan (pension)
Defined contribution plan (401k)
Health insurance
Life insurance
Employee stock ownership plan
Employee stock option plan
Employee stock appreciation rights plan
None of the above
Other
30. Comment:
*
REGULATORY AND COMPLIANCE
Do you have a regulatory compliance function?
*
Yes
No
31. Comment:
*
Do you market any of your products or services as environmentally friendly/sustainable?
*
Yes
No
32. Comment:
*
Do you market any of your products as “Made in the USA” or “Made in America”?
*
Yes
No
33. Comment:
*
Do you import or export products?
*
Yes
No
34. Comment:
*
Do you do business with any governmental agencies?
*
Yes
No
35. Comment:
*
LITIGATION AND CLAIMS
Do you have any active lawsuits pending (as plaintiff or defendant) or have you been sued or sued someone in the past?
*
Yes
No
36. Comment:
*
In your standard sales terms and conditions, do you limit or cap your liability?
*
Yes
No
37. Comment:
*
LEGAL SUPPORT
Do you have a dedicated attorney who counsels your senior management team on day-to-day legal issues?
*
Yes
No
38. Comment:
*
Do you have legal agreements reviewed by counsel:
*
Always
Sometimes
Rarely
39. Comment:
*
How would you rate the general legal knowledge and sophistication of your team:
*
Excellent
Acceptable
Needs Work
40. Comment:
*
Risk Score:
*
Overall Legal Risk Assessment:
41. Comment:
*
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