Title Page

  • Client / Site

  • Project Title

  • TRI job number

  • Client Representative

  • Client Representative Phone #

  • Client Representative Email Address

  • Does this representative have signing authority

  • Signing Authority Name

  • Signing Authority Phone #

  • Signing Authority Email

  • Site Address
  • Billing Address
  • Add another Contact

  • Addition Client contact

  • Contact
  • Contact Name

  • Contact Job desc.

  • Email

  • Phone

  • Date Proposal is Needed

  • Desired Date of First Use

  • Prepared by

  • Location
  • Conducted on

Narrative

This section is for notes about customer.

  • Provide a brief narrative of the customers vision for the project.

  • What is needed/expected from the Design team

  • What is needed/expected from the owner/user(s)

  • Has the client seen any systems that they want to emulate?

  • Expected level of service/support

Locations and Use

  • Add a location?

  • Location
  • Location name, room number, etc

  • What is the use case for this location?

Existing Mics

  • What mics are currently in use?

  • Pictures of existing microphone systems

  • General notes about existing mic systems

Replacement mics

  • Notes about replacement mics

Construction Information

  • Construction type?

  • Are there digital plans of the location?

  • Does the Client have a preferred manufacturer or an established spec?

  • Notes about preferred manufacture or spec?

Structured Cable information

  • Is this location an IDF or MDF?

  • What kind of cabling will be used in this space?

  • Add a drop

  • Drop
  • What kind of cabling to be provided at this drop?

  • Number of data connections in this drop?

  • Add a drop

  • Drop
  • Number of data connections in this drop?

  • Provide Pictures of any existing switching hardware, patch panels, racks, pathways, etc.

  • Are there any uplink connection requirements?

  • What kind of cabling to be provided at this drop?

  • What kind of connectors?

  • What kind of connectors?

  • Upload a MagicPlan drawing of this location?

  • Provide pictures of the location

Misc Needs

    Misc Item
  • General notes about system use

Construction Information

  • Construction type?

  • Provide two panoramic pictures of the space, taken from the middle of the room. Take general pictures of all areas, including all wall, ceilings, and architectural features.

  • Upload a Magic Plan?

  • Are there digital plans of the location?

  • Provide pictures of the space, including all wall, ceilings, and architectural features.

  • Upload a Magic Plan?

  • Are there digital plans of the location?

Video System

  • Will there be a video system?

  • Provide notes about client required video system needs and use.

Video Inputs

  • Add a video input device

  • Video Input
  • What type of device will be used?

  • What type of Codec is required?

  • Detail expected software to be used. Detail existing device (if applicable)

  • Video Output Connections

  • Add media

  • Detail expected hardware to be used

  • Video Output Connections

  • Add media

  • Installed PC Notes

  • Installed PC Connections

  • Add media

  • Who will provide the Installed PC?

  • Quantity of DVD/BluRay players

  • What connection types are required?

  • Who will provide the DVD/BluRay player?

  • Number of Laptop connections required?

  • What connection types are required?

  • Number of simultaneous Wireless Video users?

  • Additional Notes

  • Notes

  • Number of CableTV boxes?

  • Additional Notes

  • Notes

  • Network Video Notes

  • What device will be used?

  • Notes

  • What device will be used?

  • Notes

Video Outputs

  • Add a video output

  • Video Output
  • What kind of display is required?

  • Display Notes

  • Add a drawing?

  • Expected Resolution

  • Detail "Other" resolution

  • Video Wall notes

  • Expressed budget for video wall

  • Expected Resolution

  • Detail "Other" resolution

  • What device will be used?

  • Notes

  • Expected Resolution

  • Detail "Other" resolution

  • Add media

Audio System

  • Will there be an audio system?

  • General Notes

Audio input

  • Add an audio input

  • Audio Input
  • General notes

  • Select an input type

Audit output

  • Add an Audio output

  • Audio Output
  • General Notes

Control System

  • Will there be a control system?

  • Provide general notes about control requirements. If all A/V listed above requires control, please outline, in simple form how this should operate. Please detail required control interface.

Existing devices to control

  • Add a controlled device. (i.e. Shades, Lighting, etc). Provide detailed information on what to be controlled.

  • Control Device
  • General notes

  • Add media

  • Control Method/Protocol

Misc Needs

    Misc Item
  • Add media

  • General notes about system use

Construction Information

  • Construction type?

  • Provide pictures of the space, including all wall, ceilings, and architectural features.

  • Upload a Magic Plan?

  • Are there digital plans of the location?

  • Provide pictures of the space, including all wall, ceilings, and architectural features.

  • Upload a Magic Plan?

  • Are there digital plans of the location?

Video System

  • Will there be a video system?

  • Provide notes about client required video system needs and use.

Video Inputs

  • Add an input device type

  • Input Device
  • What type of device will be used?

  • What type of Codec is required?

  • Detail expected software to be used. Detail existing device (if applicable)

  • Video Output Connections

  • Add media

  • Detail expected hardware to be used

  • Video Output Connections

  • Add media

  • Installed PC Notes

  • Installed PC Connections

  • Installed PC Connections

  • Add media

  • Who will provide the Installed PC?

  • Quantity of DVD/BluRay players

  • What connection types are required?

  • Who will provide the DVD/BluRay player?

  • Number of Laptop connections required?

  • What connection types are required?

  • Number of simultaneous Wireless Video users?

  • Additional Notes

  • Notes

  • Number of CableTV boxes?

  • Additional Notes

  • Notes

  • Network Video Notes

  • What device will be used?

  • Notes

  • What device will be used?

  • Notes

Video Outputs

  • Add a video output

  • Video Output
  • What kind of display is required?

  • Display Notes

  • Add a drawing?

  • Expected Resolution

  • Detail "Other" resolution

  • Video Wall notes

  • Expressed budget for video wall

  • Expected Resolution

  • Detail "Other" resolution

  • What device will be used?

  • Notes

  • Expected Resolution

  • Detail "Other" resolution

  • Add media

Audio System

  • Will there be an audio system?

  • Add an audio input

  • Audio Input
  • General notes

  • Select an input type

  • Add an Audio output

  • Audio Output
  • General Notes

  • General notes

Control System

  • Will there be a control system?

  • Provide general notes about control requirements. If all A/V listed above requires control, please outline, in simple form how this should operate. Please detail required control interface.

Devices to control

  • Add a controlled device. (i.e. Shades, Lighting, etc). Provide detailed information on what to be controlled.

  • Control Device
  • General notes

  • Add media

Misc Needs

    Misc Item
  • Add media

  • General notes about system use

Construction Information

  • Construction type?

  • Provide pictures of the space, including all wall, ceilings, and architectural features.

  • Upload a Magic Plan?

  • Are there digital plans of the location?

  • Provide pictures of the space, including all wall, ceilings, and architectural features.

  • Upload a Magic Plan?

  • Are there digital plans of the location?

Video System

  • Will there be a video system?

  • Provide notes about client required video system needs and use.

Video Inputs

  • Add an input device type

  • Device Type
  • What type of device will be used?

  • What type of Codec is required?

  • Detail expected software to be used. Detail existing device (if applicable)

  • Video Output Connections

  • Add media

  • Detail expected hardware to be used

  • Video Output Connections

  • Add media

  • What type of Codec is required?

  • Detail expected software to be used. Detail existing device (if applicable)

  • Video Output Connections

  • Add media

  • Detail expected hardware to be used

  • Video Output Connections

  • Add media

  • Installed PC Notes

  • Installed PC Connections

  • Installed PC Connections

  • Add media

  • Who will provide the Installed PC?

  • Quantity of DVD/BluRay players

  • What connection types are required?

  • Who will provide the DVD/BluRay player?

  • Number of Laptop connections required?

  • What connection types are required?

  • Number of simultaneous Wireless Video users?

  • Additional Notes

  • Notes

  • Number of CableTV boxes?

  • Additional Notes

  • Notes

  • Network Video Notes

  • What device will be used?

  • Notes

  • What device will be used?

  • Notes

Video Outputs

  • Add a video output

  • Video Output
  • What kind of display is required?

  • Expected Resolution

  • Detail "Other" resolution

  • Display Notes

  • Add a drawing?

  • Expected Resolution

  • Detail "Other" resolution

  • Video Wall notes

  • Expressed budget for video wall

  • Expected Resolution

  • Detail "Other" resolution

  • What device will be used?

  • Notes

Audio System

  • Will there be an audio system?

  • Provide notes about audio system needs and use.

  • Will this installation require a front end speaker system?

  • What type of system is being requested?

  • Detailed notes about speaker system

  • Will any monitoring be required (stage monitors)

  • Notes about monitors

  • Will this system require a new console?

  • Notes about console

  • Add an audio input
  • General notes

  • Select an input type

  • Add an Audio output
  • General Notes

Control System

  • Will there be a control system?

  • Provide general notes about control requirements. If all A/V listed above requires control, please outline, in simple form how this should operate. Please detail required control interface.

Devices to control

  • Add a controlled device. (i.e. Shades, Lighting, etc). Provide detailed information on what to be controlled.

  • Control Device
  • General notes

  • Add media

Misc Needs

    Misc Item
  • Add media

Construction Information

  • Construction type?

  • Are there digital plans of the location?

  • Does the Client have a preferred manufacturer or an established spec?

  • Notes about preferred manufacture or spec?

  • Provide detail of system use and general expectations

  • Add drawing

  • Add media

Construction Information

  • Construction type?

  • Are there digital plans of the location?

  • Does the Client have a preferred manufacturer or an established spec?

  • Notes about preferred manufacture or spec?

  • Provide any notes or details about the space

  • Add drawing

  • Add media

Construction Information

  • Construction type?

  • Are there digital plans of the location?

  • Does the Client have a preferred manufacturer or an established spec?

  • Notes about preferred manufacture or spec?

  • Provide any notes or details about the space

  • Add drawing

  • Add media

Logistics

Check In & Security

  • Does the Client require ID badges?

  • Provide location/process details on obtaining ID badge

  • Does the Client require any Security certifications, background checks, or other compliance items?

  • Provide Security requirement details.

Work Hours

  • Are there special work hours for this project? (outside of 7-4 M-F)

Elevation / Lift

  • Does the site require Elevator access to installation locations?

  • General Elevator notes, limitation, requirements. Ensure elevator will be able to fit equipment that may potentially be sold.

Loading

  • Are there any loading requirements?

  • Outline requirements

Parking

  • Is parking available on site?

  • Is parking free or paid?

  • How much does parking cost?

  • Is parking free or paid?

  • How much does parking cost?

  • Are there parking restrictions

  • Outline restrictions

Other

  • Are there any special insurance or bonding requirements?

  • Outline requirements

  • Are there any PPE requirements?

  • Outline requirements

  • Are there any onsite storage available?

  • Outline storage space

  • Add media

Customer Survey

  • Perform a customer survey?

  • Where did you hear about Tri Path?

  • Have you worked with other A/V installers or integrators in this facility?

  • Are you interested in Digital Signage?

  • Provide any info about interest.

  • Are you interested in sales, service, or support in the area of computers/information technology?

Please note how important the following product traits are when you are making purchasing decisions: 1 being "Very Important" and 5 being "Not Important"

  • US made vs. import

  • Green/Efficient

  • Top Brand Name

  • Lowest Price

  • New/High technology

  • Extended warranty option

  • Ease of use

  • Future Proof

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.