Information

  • Document No.

  • Project Title

  • Client / Site

  • Location
  • Conducted on

  • Prepared by

Survey

Background Information

  • Primary Contact

  • Phone

  • E-Mail

  • Facility Contact

  • Proposal Due Date

Site Information

  • Parking Accommodations

  • Access Hours

  • Loading Dock

  • Freight Elevator

  • Security Issues

Qualifying Questions

  • Project Type

  • Project Purpose

  • Other Discription

  • Are Drawing of the Site available from the Client

  • Select which drawing will be provided

  • Project Start Date

  • Project Due Date

  • Budget

  • Other Approvals Needed

Equipment Requirements

    Click to add a Room

Room Number or Name

  • Room # or Name

  • Room Purpose

  • Conference rooms are where the decisions are made, but huddle rooms are where the works gets done.
    Huddle rooms are typically are small meeting spaces where 4-6 people actively collaborate (or “huddle”) on a project
    and can provide the perfect environment for innovation and creativity and can vary from basic data sharing to video and data collaboration

  • Is a display needed?

Screen Requirements

  • Screen Need

  • Add Screens As Needed

  • Screen
  • Diagonal Size

  • Projection Type

  • Depth Of Projection Room

  • Desired Screen Height

  • Format

  • Ceiling Height In Projection Room

  • Photo Of Rear Projection Space

  • Floor To Bottom Of Screen Distance

  • Mount Type

  • Motor Type

  • Tab Tensioned

  • Screen Surface

  • Notes

Projector Requirements

  • Projector Needed

  • Add Projectors As Needed

  • Projectors
  • Mount Type

  • Available Throw Distance

  • Interactive Projector

  • Whiteboard for Interactive Projector

  • Projection Light Obstructions

  • Duplicate Projector?

  • How many projectors like this?

  • Owner Furnished

  • Notes

Large Format Display Requirements

  • Displays Needed

  • Add Displays As Needed

  • Displays
  • Size

  • Mount Type

  • Mount Obstructions

  • Interactive

  • Duplicate Display?

  • How many displays like this?

  • Owner Furnished

  • Notes

SMART Technologies Options

  • SMART Technologies Solution

  • Denote SMART Technologies Solution needed

  • SMART Software

Video Wall Requirements

  • Video Wall Needed

  • Provide Details of Video Wall

Monitor Requirements

  • Monitors Needed

  • Add Monitors As Needed

  • Monitors
  • Size

  • Mount Type

  • Interactive

  • SMART Podium

  • Duplicate Monitor?

  • How many displays like this?

  • Owner Furnished

Video Sources

  • Video Sources Needed

  • Source
  • Source Name

  • Input Type

  • Wall Plate Input

  • Table Top Input

  • Rack/Podium/Credenza Input

  • Owner Furnished

  • Notes

Audio Sources

  • Microphones Needed

  • Wireless Microphones

  • Table Microphones

  • Ceiling Microphones

  • Audio Only Sources Needed

  • Audio Source
  • Source Name

  • Wall Plate Input

  • Table Top Input

  • Owner Furnished

  • Notes

Speakers

  • Ceiling Mounted

  • How many?

  • Wall Mounted

  • How Many

  • Subwoofer

  • Room Combining

  • Number Of Rooms

  • Multizone

  • Number Of Zones

  • Notes

Control System

  • Control System Required

  • Type

  • Other Description

  • Touch Panel
  • Touch Panel

  • Touch panel mounting type

  • Size

  • Touch panel layout design

  • Does the needs to look similar to customers existing panels

  • Does the customer want us to create a custom look based on their specifications.

  • Keypad

  • Keypad Type

  • Notes

  • Control system communicate over a network and can be done two different ways. Client created VLAN or a separate AV network. Will the control system be on the client network or AV Network?

  • Who is the point of contact for network setup?

  • What is required the client to reserve IP addresses

  • Who is the point of contact for network setup?

  • For systems with 802.11 wireless devices, please list any wireless restrictions required by the client;

Conferencing

  • Audio Conferencing

  • Notes

  • Video Conferencing

  • Preferred Manufacture

  • Number of Cameras

  • Notes

Cabling

  • Conduits In Place

  • Conduit Size

  • Cable Path

  • Floor Core

  • Notes

Equipment Mounting

  • Rack

  • Owner Furnished

  • Cabinet/Credenza Photo

  • Finish, Requirements, and Size

  • Cabinet/Credenza

  • Owner Furnished

  • Cabinet/Credenza Photo

  • Finish, Requirements, and Size

  • Lectern / Podium

  • Owner Furnished

  • Lectern Photo

  • Finish, Requirements, and Size

Miscellaneous

  • Notes

Room Environment

  • Height

  • Width

  • Length

  • Ceiling Type

  • Ceiling Photo

  • Distance To Structure Above Ceiling

  • Wall Types

  • Potential Interference

Room Layout

  • Draw Room Layout - provide as much info as possible

  • Supporting Photos

Notes

Room Environment

Room Environment

  • Height

  • Width

  • Width

  • Length

  • Room Photos - Include Front, Rear, Ceiling, Furniture Surfaces, Windows, OFE Equipment, Other

  • Ceiling Type

  • Ceiling Photos

  • Distance To Structure Above Ceiling

  • Wall Types

  • Potential Interference

Room Layout

  • Draw Room Layout - provide as much info as possible

  • Supporting Photos

Notes

  • Notes

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.