Comprehensive Pre-Arrival Security & Concierge Protocol Intake

1. Section 1: Guest Profile & Advance Party Contacts

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)

Additional Guest Profile Notes & Special Considerations

2. Section 2: On-Site Physical & Digital Security Requirements

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


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)

Are there specific vehicle security requirements for on-site parking?


Additional Physical or Digital Security Notes

3. Section 3: Customized Dietary, Medical, & Privacy Protocols

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)

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

4. Section 4: Off-Property Transit & Contingency Itinerary

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



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

5. Section 5: General Manager & Chief Security Officer Approval

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)

Choose a file or drop it here
 

Final Approval Notes & Special Directives

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