Information

  • Company Name

  • Prepared for

  • Location
  • Analysis Conducted On

  • Prepared by

  • Date Proposal is Needed

  • Document No.

  • Name of Room on outlook if it were to have a calendar (eg. USFW_CONF_TCXX-)

Site Survey & Needs Analysis

    Add Room

Room Profile

  • Room Name / Number

  • Room Type

  • Please Describe Room Type

  • Is this a new system or upgrade of existing system?

  • Is there an existing control system?

  • Brand of existing control system

  • Will we be provided with uncomplied source code?

  • Do we have signal flow diagrams of existing system?

  • Do we have a BOM of the existing system?

  • Would you like to create a BOM?

  • Add Component
  • Make/Model

  • Serial Number

  • Please select construction type for this space

  • Is the project in a multi-story building?

  • Does the client occupy the space above and below the work space?

  • Can integration be performed during normal work hours (8-5, M-F)?

  • Do we have drawings of the existing space

  • Ceiling Height (ft & In)

SITE SURVEY

Front Wall

  • Front Wall construction type

  • Pictures of front wall

Rear Wall

  • Rear Wall construction type

  • Pictures of rear wall

Left Wall

  • Left Wall construction type

  • Pictures of left wall

Right Wall

  • Right Wall construction type

  • Pictures of right wall

Ceiling

  • Finished Ceiling Type

  • Picture of finished ceiling

  • Structural Ceiling Type

  • Distance from Finished ceiling to structure (ft)?

Floor

  • Floor Construction

  • Pictures of floor

  • Is there existing conduit in the floor for AV cabling?

  • What size is the existing conduit?

  • Picture of existing conduit

Dimensions

  • Farthest Viewer from proposed display placement (Ft & In)

  • Room Length from proposed display placement (Ft & In)

  • Room Width from proposed display placement (Ft & In)

  • Have we been provided with construction drawings?

  • Construction drawings are required for proposal generation to begin

Needs Analysis

Design Drivers

  • Ease Of Use (Scale of 1-10)

  • Reliability (Scale of 1-10)

  • Ability to expand (Scale of 1-10)

  • Aesthetics (Scale of 1-10)

Presentation Content

  • Primary content to be displayed

  • Describe the content

  • Secondary content to be displayed

  • Describe the content

  • General notes about content

Display Preferences

  • Display Preference

Video Sources

  • Video Conferencing

  • Is Multi-Point capability required?

  • General notes about video conferencing system

  • Who is providing the CODEC?

  • Preferred CODEC Manufacturer

  • Preferred Model?

  • Is content sharing required?

  • Other Types Of Video Sources

  • Notes about other video sources

Audio Systems

  • Choose the desired audio quality for this space

  • Audio Conferencing?

  • VOIP or Analog

  • Sound Pressure Level of existing space

  • Notify the client that the sound pressure level in the room is higher than recommended for quality audio conferencing.

  • Would the client like us to include room acoustical treatment in our proposal to resolve the Sound Pressure level?

  • Notes about Audio Conferencing

  • Voice Re-Inforcement

  • Microphone Style Preference

  • Location / Notes

  • HDMI

  • Quantity

  • Location / Notes

  • Mini Display Port

  • Quantity

  • Location / Notes

  • VGA & Audio

  • Quantity

  • Location / Notes

  • Wireless

  • Quantity

  • Wireless Technology Preference?

  • Explain Preference

  • Notes about laptop connections

  • Dedicated PC

  • Quantity

  • Wireless Keyboard?

  • Who is providing the wireless keyboard?

  • Connection Type?

  • Location(s)

  • Notes about dedicated PC(s)

  • BlueRay Player

  • Location?

  • Notes about BlueRay Player

  • Document Camera?

  • Location?

  • Notes about Document Camera

  • Apple TV

  • Who is providing the Apple TV

  • Notes about Apple TV

  • Cable TV

  • Who is providing the TV Tuner?

  • Notes about TV Tuner

  • Satellite TV

  • Who is providing and installing the satellite dish & receiver?

  • Notes about Satellite TV

  • Laptop Connections

  • Display Port?

  • Quantity

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.