Title Page
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Client / Site
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Project Title
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TRI job number
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Client Representative
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Client Representative Phone #
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Client Representative Email Address
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Does this representative have signing authority
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Signing Authority Name
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Signing Authority Phone #
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Signing Authority Email
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Site Address
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Billing Address
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Add another Contact
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Addition Client contact
Contact
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Contact Name
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Contact Job desc.
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Email
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Phone
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Date Proposal is Needed
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Desired Date of First Use
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Prepared by
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Location
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Conducted on
Narrative
This section is for notes about customer.
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Provide a brief narrative of the customers vision for the project.
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What is needed/expected from the Design team
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What is needed/expected from the owner/user(s)
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Has the client seen any systems that they want to emulate?
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Expected level of service/support
Locations and Use
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Add a location?
Location
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Location name, room number, etc
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What is the use case for this location?
- Gym/Multipurpose Room
- Presentation/Meeting
- Performance (HoW, Theater, etc)
- Conference Room
- Wireless Mic Update
- Structured Cable
- Generic/Other
- MDF/IDF (For Documentation)
- Room (Documentation Only)
Existing Mics
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What mics are currently in use?
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Pictures of existing microphone systems
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General notes about existing mic systems
Replacement mics
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Notes about replacement mics
Construction Information
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Construction type?
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Are there digital plans of the location?
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Does the Client have a preferred manufacturer or an established spec?
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Notes about preferred manufacture or spec?
Structured Cable information
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Is this location an IDF or MDF?
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What kind of cabling will be used in this space?
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Add a drop
Drop
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What kind of cabling to be provided at this drop?
- CAT5e
- CAT6
- CAT6A
- OM2 Fiber
- OM3 Fiber
- OM4 Fiber
- OS2 (SingleMode)
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Number of data connections in this drop?
- 1
- 2
- 3
- 4
- 5
- 6
- 7
- 8+
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Add a drop
Drop
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Number of data connections in this drop?
- 1
- 2
- 3
- 4
- 5
- 6
- 7
- 8+
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Provide Pictures of any existing switching hardware, patch panels, racks, pathways, etc.
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Are there any uplink connection requirements?
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What kind of cabling to be provided at this drop?
- CAT5e
- CAT6
- CAT6A
- OM2 Fiber
- OM3 Fiber
- OM4 Fiber
- OS2 (SingleMode)
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What kind of connectors?
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What kind of connectors?
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Upload a MagicPlan drawing of this location?
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Provide pictures of the location
Misc Needs
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Misc Item
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General notes about system use
Construction Information
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Construction type?
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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.
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Upload a Magic Plan?
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Are there digital plans of the location?
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Provide pictures of the space, including all wall, ceilings, and architectural features.
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Upload a Magic Plan?
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Are there digital plans of the location?
Video System
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Will there be a video system?
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Provide notes about client required video system needs and use.
Video Inputs
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Add a video input device
Video Input
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What type of device will be used?
- Video Codec
- DVD/BluRay
- Installed PC PC
- Laptop
- Wireless Video
- CableTV
- Network Video
- AppleTV, FireTV, Roku, etc
- Other
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What type of Codec is required?
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Detail expected software to be used. Detail existing device (if applicable)
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Video Output Connections
- HDMI
- Displayport
- VGA
- DVI
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Add media
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Detail expected hardware to be used
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Video Output Connections
- HDMI
- Displayport
- VGA
- DVI
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Add media
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Installed PC Notes
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Installed PC Connections
- HDMI
- Displayport
- VGA
- DVI
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Add media
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Who will provide the Installed PC?
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Quantity of DVD/BluRay players
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What connection types are required?
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Who will provide the DVD/BluRay player?
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Number of Laptop connections required?
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What connection types are required?
- HDMI
- Displayport
- VGA
- DVI
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Number of simultaneous Wireless Video users?
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Additional Notes
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Notes
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Number of CableTV boxes?
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Additional Notes
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Notes
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Network Video Notes
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What device will be used?
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Notes
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What device will be used?
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Notes
Video Outputs
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Add a video output
Video Output
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What kind of display is required?
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Display Notes
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Add a drawing?
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Expected Resolution
- 4K (3840 x 2160)
- 1080p (1920 x 1080)
- WUXGA (1920 x 1200)
- WSXGA (1440 x 960)
- 720p (1280 x 720)
- WXGA (1280 x 800)
- XGA (1024 x 768)
- Other
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Detail "Other" resolution
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Video Wall notes
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Expressed budget for video wall
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Expected Resolution
- 4K (3840 x 2160)
- 1080p (1920 x 1080)
- WUXGA (1920 x 1200)
- WSXGA (1440 x 960)
- 720p (1280 x 720)
- WXGA (1280 x 800)
- XGA (1024 x 768)
- Other
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Detail "Other" resolution
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What device will be used?
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Notes
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Expected Resolution
- 4K (3840 x 2160)
- 1080p (1920 x 1080)
- WUXGA (1920 x 1200)
- WSXGA (1440 x 960)
- 720p (1280 x 720)
- WXGA (1280 x 800)
- XGA (1024 x 768)
- Other
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Detail "Other" resolution
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Add media
Audio System
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Will there be an audio system?
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General Notes
Audio input
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Add an audio input
Audio Input
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General notes
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Select an input type
Audit output
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Add an Audio output
Audio Output
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General Notes
Control System
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Will there be a control system?
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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
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Add a controlled device. (i.e. Shades, Lighting, etc). Provide detailed information on what to be controlled.
Control Device
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General notes
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Add media
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Control Method/Protocol
- Serial (RS-232)
- TCP/IP (Network)
- IR
- BACNet
- DALI
- Unknown
Misc Needs
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Misc Item
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Add media
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General notes about system use
Construction Information
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Construction type?
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Provide pictures of the space, including all wall, ceilings, and architectural features.
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Upload a Magic Plan?
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Are there digital plans of the location?
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Provide pictures of the space, including all wall, ceilings, and architectural features.
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Upload a Magic Plan?
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Are there digital plans of the location?
Video System
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Will there be a video system?
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Provide notes about client required video system needs and use.
Video Inputs
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Add an input device type
Input Device
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What type of device will be used?
- Video Codec
- DVD/BluRay
- Installed PC PC
- Laptop
- Wireless Video
- CableTV
- Network Video
- AppleTV, FireTV, Roku, etc
- Other
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What type of Codec is required?
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Detail expected software to be used. Detail existing device (if applicable)
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Video Output Connections
- HDMI
- Displayport
- VGA
- DVI
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Add media
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Detail expected hardware to be used
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Video Output Connections
- HDMI
- Displayport
- VGA
- DVI
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Add media
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Installed PC Notes
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Installed PC Connections
- HDMI
- Displayport
- VGA
- DVI
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Installed PC Connections
- HDMI
- Displayport
- VGA
- DVI
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Add media
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Who will provide the Installed PC?
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Quantity of DVD/BluRay players
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What connection types are required?
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Who will provide the DVD/BluRay player?
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Number of Laptop connections required?
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What connection types are required?
- HDMI
- Displayport
- VGA
- DVI
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Number of simultaneous Wireless Video users?
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Additional Notes
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Notes
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Number of CableTV boxes?
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Additional Notes
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Notes
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Network Video Notes
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What device will be used?
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Notes
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What device will be used?
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Notes
Video Outputs
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Add a video output
Video Output
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What kind of display is required?
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Display Notes
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Add a drawing?
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Expected Resolution
- 4K (3840 x 2160)
- 1080p (1920 x 1080)
- WUXGA (1920 x 1200)
- WSXGA (1440 x 960)
- 720p (1280 x 720)
- WXGA (1280 x 800)
- XGA (1024 x 768)
- Other
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Detail "Other" resolution
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Video Wall notes
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Expressed budget for video wall
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Expected Resolution
- 4K (3840 x 2160)
- 1080p (1920 x 1080)
- WUXGA (1920 x 1200)
- WSXGA (1440 x 960)
- 720p (1280 x 720)
- WXGA (1280 x 800)
- XGA (1024 x 768)
- Other
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Detail "Other" resolution
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What device will be used?
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Notes
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Expected Resolution
- 4K (3840 x 2160)
- 1080p (1920 x 1080)
- WUXGA (1920 x 1200)
- WSXGA (1440 x 960)
- 720p (1280 x 720)
- WXGA (1280 x 800)
- XGA (1024 x 768)
- Other
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Detail "Other" resolution
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Add media
Audio System
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Will there be an audio system?
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Add an audio input
Audio Input
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General notes
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Select an input type
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Add an Audio output
Audio Output
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General Notes
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General notes
Control System
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Will there be a control system?
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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
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Add a controlled device. (i.e. Shades, Lighting, etc). Provide detailed information on what to be controlled.
Control Device
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General notes
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Add media
Misc Needs
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Misc Item
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Add media
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General notes about system use
Construction Information
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Construction type?
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Provide pictures of the space, including all wall, ceilings, and architectural features.
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Upload a Magic Plan?
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Are there digital plans of the location?
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Provide pictures of the space, including all wall, ceilings, and architectural features.
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Upload a Magic Plan?
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Are there digital plans of the location?
Video System
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Will there be a video system?
-
Provide notes about client required video system needs and use.
Video Inputs
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Add an input device type
Device Type
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What type of device will be used?
- Video Codec
- DVD/BluRay
- Installed PC PC
- Laptop
- Wireless Video
- CableTV
- Network Video
- AppleTV, FireTV, Roku, etc
- Other
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What type of Codec is required?
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Detail expected software to be used. Detail existing device (if applicable)
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Video Output Connections
- HDMI
- Displayport
- VGA
- DVI
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Add media
-
Detail expected hardware to be used
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Video Output Connections
- HDMI
- Displayport
- VGA
- DVI
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Add media
-
What type of Codec is required?
-
Detail expected software to be used. Detail existing device (if applicable)
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Video Output Connections
- HDMI
- Displayport
- VGA
- DVI
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Add media
-
Detail expected hardware to be used
-
Video Output Connections
- HDMI
- Displayport
- VGA
- DVI
-
Add media
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Installed PC Notes
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Installed PC Connections
- HDMI
- Displayport
- VGA
- DVI
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Installed PC Connections
- HDMI
- Displayport
- VGA
- DVI
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Add media
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Who will provide the Installed PC?
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Quantity of DVD/BluRay players
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What connection types are required?
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Who will provide the DVD/BluRay player?
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Number of Laptop connections required?
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What connection types are required?
- HDMI
- Displayport
- VGA
- DVI
-
Number of simultaneous Wireless Video users?
-
Additional Notes
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Notes
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Number of CableTV boxes?
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Additional Notes
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Notes
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Network Video Notes
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What device will be used?
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Notes
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What device will be used?
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Notes
Video Outputs
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Add a video output
Video Output
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What kind of display is required?
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Expected Resolution
- 4K (3840 x 2160)
- 1080p (1920 x 1080)
- WUXGA (1920 x 1200)
- WSXGA (1440 x 960)
- 720p (1280 x 720)
- WXGA (1280 x 800)
- XGA (1024 x 768)
- Other
-
Detail "Other" resolution
-
Display Notes
-
Add a drawing?
-
Expected Resolution
- 4K (3840 x 2160)
- 1080p (1920 x 1080)
- WUXGA (1920 x 1200)
- WSXGA (1440 x 960)
- 720p (1280 x 720)
- WXGA (1280 x 800)
- XGA (1024 x 768)
- Other
-
Detail "Other" resolution
-
Video Wall notes
-
Expressed budget for video wall
-
Expected Resolution
- 4K (3840 x 2160)
- 1080p (1920 x 1080)
- WUXGA (1920 x 1200)
- WSXGA (1440 x 960)
- 720p (1280 x 720)
- WXGA (1280 x 800)
- XGA (1024 x 768)
- Other
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Detail "Other" resolution
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What device will be used?
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Notes
Audio System
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Will there be an audio system?
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Provide notes about audio system needs and use.
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Will this installation require a front end speaker system?
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What type of system is being requested?
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Detailed notes about speaker system
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Will any monitoring be required (stage monitors)
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Notes about monitors
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Will this system require a new console?
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Notes about console
Add an audio input
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General notes
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Select an input type
Add an Audio output
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General Notes
Control System
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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
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General notes
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Add media
Misc Needs
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Misc Item
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Add media
Construction Information
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Construction type?
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Are there digital plans of the location?
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Does the Client have a preferred manufacturer or an established spec?
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Notes about preferred manufacture or spec?
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Provide detail of system use and general expectations
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Add drawing
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Add media
Construction Information
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Construction type?
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Are there digital plans of the location?
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Does the Client have a preferred manufacturer or an established spec?
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Notes about preferred manufacture or spec?
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Provide any notes or details about the space
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Add drawing
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Add media
Construction Information
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Construction type?
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Are there digital plans of the location?
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Does the Client have a preferred manufacturer or an established spec?
-
Notes about preferred manufacture or spec?
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Provide any notes or details about the space
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Add drawing
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Add media
Logistics
Check In & Security
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Does the Client require ID badges?
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Provide location/process details on obtaining ID badge
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Does the Client require any Security certifications, background checks, or other compliance items?
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Provide Security requirement details.
Work Hours
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Are there special work hours for this project? (outside of 7-4 M-F)
Elevation / Lift
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Does the site require Elevator access to installation locations?
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General Elevator notes, limitation, requirements. Ensure elevator will be able to fit equipment that may potentially be sold.
Loading
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Are there any loading requirements?
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Outline requirements
Parking
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Is parking available on site?
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Is parking free or paid?
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How much does parking cost?
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Is parking free or paid?
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How much does parking cost?
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Are there parking restrictions
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Outline restrictions
Other
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Are there any special insurance or bonding requirements?
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Outline requirements
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Are there any PPE requirements?
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Outline requirements
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Are there any onsite storage available?
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Outline storage space
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Add media
Customer Survey
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Perform a customer survey?
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Where did you hear about Tri Path?
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Have you worked with other A/V installers or integrators in this facility?
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Are you interested in Digital Signage?
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Provide any info about interest.
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Are you interested in sales, service, or support in the area of computers/information technology?