AOI WISCONSIN PSR
Only those individuals selected from the drop down menus will receive a copy of this request.
Date Submitted
-
Month
-
Day
Year
Sales
*
Please Select
Patrick Mickelson
Stacey Schneider
Todd Stortz
Tony DeAlmeida
Your Email
*
Please Select
patrick.mickelson@affordableoffice.com
stacey.schneider@affordableoffice.com
todd.stortz@affordableoffice.com
td@affordableoffice.com
Your Email
*
example@example.com
SPC/Project Manager
Please Select
Wendi del Carmen
Designer
*
Please Select
Miranda Kohler
Nicole Wynkoop
Carla Schroeder
Customer Name
*
Project Name
*
If your client has multiple locations or areas, please provide the Project Name Secondary to the Customer Name. If none, provide Client City/Village Location as project Name. Please ensure that if this is a design revision or Order Entry Request that you are inputting the same Project Name you have provided for all other requests.
Provide Core Proposal Number
*
Core Order numbers are preferred, but if you do not currently have one please put XXXXX in the text box.
Lead Source
*
Please Select
Existing Client
ZoomInfo
Call in
Existing Client Referral
A&D / Broker Referral
Walk In
Website
Vendor Referral
Personal Network Referral
Cold Call/Self Generated
Type of request?
*
New Design Request
Design Revision
Order Ready
PSR Requested Due Date
*
-
Month
-
Day
Year
Design will make every effort to accommodate requested Due Date. Please note in body of PSR if a Rushed Project is needed.
Actual Installation Address
*
This is required for All New design Requests. This is copied directly from design request on to drawings, must be accurate.
Target New Project Install Date
*
-
Month
-
Day
Year
Quantify Your Request
This summary affords upper management a quick overview of your project and allows design to quickly calculate scope of work and time required to complete. It DOES NOT replace the need for detailed information and requirements within the form.
Is this a RFP/BID competitive pricing exercise?
Yes
No
Overall Square Footage of Project
Must be Filled out for New Design Request. Optional to be filled out for Design Revisions.
Budget for Project: Overall of Per Square Foot
Must be Filled out for New Design Request. Optional to be filled out for Design Revisions.
Quantity of Workstations/Private Offices
*
Required for All requested. Total Head Count for Project to be provided here. Detail in PSR Notes quantity of stations versus offices.
Quantity of Meeting Spaces/Social Spaces/Reception Areas
*
Required for all requests. Total Number of these spaces for Project to be provided here. Detail in PSR Notes exact needs.
Do you need pricing using and SPA, Contract, or Cooperative Pricing Agreement?
*
YES
No
Please provide the SPA Number, Contract and Cooperative Pricing Agreement to be used here:
Is this a Phased Install or does it require multiple separate specifications?
*
YES
No
Tagging Strategy & Requirements
How do you want your specification arranged, By Product type, By Individual Rooms, By Typicals Requested, etc. Is the Project Phased and needs to be separated out. Do you want separate specs per option or one spec grouped by option, etc. New Haworth Requires Color Coding
PSR Review Meeting
If a meeting is required with your designer to discuss project specifics prior to start of your PSR, the PSR must be completely filled out. Summarize your project in the notes section and give your designer ample time to review and schedule appropriately.
Date you would like to review with your team
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Month
-
Day
Year
Building Shell
Building Shell Type
Existing CAD (from a previous project)
New CAD (provide as attachment to PSR)
PDF Shell
Field Dimensions
Attachment(s)
Browse Files
Drag and drop files here
Choose a file
Please attach the pdf or dwg of the space plan here. If Design Revision, please include the Last pdf and sif file provided to you as well as design notes. File size limit is 5mb total. If files are larger than that please save to AOI Client file and provide location below.
Cancel
of
Any Additional files that are needed to complete your design request should be saved into our Client Folders. Please note the location of that client folder here.
Project Type
New Product (Excluding Seating)
New Seating
AOIW/BOSW-Used Product, AG Stock, and ASR/Remanufactured Surfaces
Reconfigure of Client's Existing Product
Are Specials Required
Please Select
Yes
Please call out in notes sections below what is required for the special to be requested prior to the designer beginning.
Project Related Comments & Notes
*
Provide a Full Scope of Deliverables Needed, Project Notes, Manufacturers required, Product Requirements, Placement of Product, Electrical and Wire Management needed, Accessories required, Seating Types, etc. Should any detail not be included, there may be a delay in the return of your project.
Accessories
Are there any Used Accessories you would like plugged into your Project, i.e. Monitor Arms, Power Modules, Tackboards, Markerboards, etc.
Finish Selections
Provide all Selected Finishes that you want to be shown in our Project or Specifications. If Unknown for initial request, please select a tone of colors the client is looking for. If Order Entry, please include all approved finishes.
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