This section establishes the primary guest identity, accompanying party composition, and all authorized liaison personnel. Accuracy is critical for security vetting and protocol adherence.
Primary Guest Full Legal Name
Primary Guest Official Title or Designation
Primary Guest Nationality
Primary Guest Date of Birth
Primary Guest Passport or Diplomatic ID Number
Issuing Country of Passport/ID
Does the primary guest hold diplomatic immunity status?
Is this guest designated as Ultra-High-Net-Worth (UHNW) by your institution?
Accompanying Party Details: List all individuals traveling with the primary guest, including family members, personal staff, and security personnel.
Accompanying Party Roster
Full Name | Relationship/Role | Nationality | Date of Birth | Passport/ID Number | Requires Security Clearance? | Has Diplomatic Status? | |
|---|---|---|---|---|---|---|---|
Maria Mendoza | Spouse | United Republic of Tanzanian | 7/12/1985 | DB7654321 | Yes | ||
John Smith | Personal Security Officer | United Kingdom | 3/22/1978 | UK9876543 | Yes | ||
Advance Party & Liaison Contacts: Provide details for all authorized representatives coordinating this stay. These individuals will receive operational updates and have authority to modify arrangements.
Authorized Liaison Personnel
Contact Name | Official Title | Organization | Email Address | Primary Phone Number | Secondary Phone Number | Authorization Level | 24/7 Availability? | |
|---|---|---|---|---|---|---|---|---|
David Chen | Chief of Protocol | Embassy of Tanzania | d.chen@tzembassy.org | +1-202-555-0100 | +1-202-555-0199 | Full Decision Authority | ||
Amara Okafor | Executive Assistant | Mendoza Global Holdings | a.okafor@mendozaglobal.com | +1-212-555-0234 | Recommendations Only | |||
Expected Arrival Date & Time
Expected Departure Date & Time
Primary Purpose of Visit & Key Activities
Has this guest stayed with your property previously?
Cultural or Religious Protocols to Observe (select all that apply)
Islamic Halal Requirements
Jewish Kosher Requirements
Hindu Dietary Restrictions
Buddhist Observances
Gender-Specific Service Staff Preferences
Prayer Room Requirements
Religious Artifact Handling Protocols
Specific Greeting Customs
None
Additional Guest Profile Notes & Special Considerations
This section defines all security measures to be implemented on property. Complete all details to ensure appropriate physical and cyber protection protocols are activated.
Overall Security Threat Level Assessment
Low (Standard VIP Protocol)
Medium (Enhanced Monitoring)
High (Dedicated Security Detail)
Critical (Maximum Protection Protocol)
Does the guest require a dedicated secure floor or wing buyout?
Are specific room location preferences required for security reasons?
Will the guest's security team conduct advance physical sweeps of rooms and public areas?
Is elevator lockdown or private elevator access required?
Are biometric access controls required for guest room or secure areas?
Does the guest require installation of a certified safe or SCIF (Sensitive Compartmented Information Facility) equivalent?
Are there specific CCTV surveillance requirements or privacy zones?
Will the guest require isolated or air-gapped digital networks?
Are there device screening or signal jamming protocols to be implemented?
Will the guest's security team maintain an on-site command post?
Are secure communication lines (STU, STE, or equivalent) required?
Will external security personnel be embedded within property staff?
Emergency Response Protocols to Pre-Stage (select all that apply)
On-site medical team with trauma kit
Firearms response team
Chemical/Biological/Radiological (CBR) detection
Bomb detection canine unit
Emergency evacuation helicopter landing zone
Secure medical evacuation vehicle
Crisis communication hotline
None
Are there specific vehicle security requirements for on-site parking?
Additional Physical or Digital Security Notes
This section captures highly personalized guest requirements concerning health, nutrition, confidentiality, and service preferences. All information is subject to strict need-to-know access controls.
Does the guest have any life-threatening food allergies?
Dietary Regimen & Restrictions (select all that apply)
Strict Halal (certified supplier required)
Strict Kosher (certified supplier required)
Vegetarian (lacto-ovo)
Vegan (no animal products)
Pescatarian
Gluten-Free (celiac-safe)
Dairy-Free
Nut-Free Environment
Low Sodium (<1500mg/day)
Diabetic (carb-controlled)
Raw food only
Organic only (certified)
No processed foods
Fasting observance (specify schedule)
Other
Does the guest require a dedicated personal chef or kitchen facility?
Are there specific water or beverage requirements?
Does the guest or any party member have significant medical conditions requiring on-site support?
Are prescription medications being transported that require refrigeration or special handling?
Does the guest require a private medical examination room or telemedicine setup?
Are there fragrance, floral, or environmental sensitivities?
Does the guest require Non-Disclosure Agreements (NDAs) for all property staff?
Are there specific privacy blackout periods where no staff entry is permitted?
Does the guest have preferences regarding housekeeping staff gender, timing, or identity consistency?
Are there restrictions on minibar contents or in-room amenities?
Does the guest require daily newspaper or media curation?
Are there communication screening protocols for phone calls or messages?
Additional Dietary, Medical, or Privacy Protocol Notes
This section details all movements outside the property, including arrival/departure logistics, daily schedules, contingency plans, and emergency protocols. Complete accuracy is essential for security coverage and risk mitigation.
Primary Mode of Arrival
Commercial Airline (First/Business Class)
Private Jet (Fixed Base Operator)
Private Jet (Commercial Terminal)
Helicopter
Maritime (Private Yacht)
Armored Ground Transport (Cross-Border)
Other
Is a secure ground transportation motorcade pre-arranged?
Will the guest be visiting multiple off-site locations during their stay?
Are contingency safe houses or alternative accommodations identified?
Are local emergency services (police, fire, medical) pre-briefed on guest presence?
Does the guest have preferred vendors or establishments for off-site dining, shopping, or services?
Is a helicopter evacuation plan established for medical or security emergencies?
Will the guest require satellite phone or emergency beacon devices while off-property?
Are there specific communication check-in protocols during off-site movements?
Will there be any maritime or waterfront activities requiring security coverage?
Are there cultural or religious sites that must be visited with specific protocols?
Additional Off-Property Transit & Contingency Notes
This final section requires executive authorization and risk acceptance. All previous sections must be reviewed before completing approvals. This form serves as a legally binding operational directive.
Has a comprehensive threat and risk assessment been completed for this guest stay?
Executive Risk Evaluation: Rate the following risk categories based on completed assessment
Negligible | Low | Medium | High | Critical | |
|---|---|---|---|---|---|
Physical Security Risk to Guest | |||||
Property Reputation Risk | |||||
Staff Safety Risk | |||||
Information Security/Cyber Risk | |||||
Compliance & Legal Risk | |||||
Financial Risk (cost overruns) |
Do any of the security requirements exceed standard property capabilities or policies?
Has the estimated total security and concierge cost been reviewed and budget-approved?
Are there any diplomatic or government clearances required that are still pending?
Has a post-stay debrief and intelligence sharing protocol been established?
Is there a media or public relations management plan in place for this stay?
I, as General Manager, have reviewed all sections of this intake form, confirm that all information is accurate to the best of my knowledge, and accept full operational responsibility for this guest stay.
General Manager Digital Signature
General Manager Full Name
General Manager Approval Timestamp
I, as Chief Security Officer, have reviewed all security requirements, completed threat assessment, and approve the implementation of all stated security protocols. I accept full security responsibility for this guest stay.
Chief Security Officer Digital Signature
Chief Security Officer Full Name
Chief Security Officer Approval Timestamp
Is this stay subject to external regulatory or governmental oversight reporting?
Upload Supporting Documentation (insurance waivers, diplomatic notes, special permits)
Final Approval Notes & Special Directives