Design Request Form - Single Submission Form

It is Now required to Submit Design Requests for Projected Hours, Standard Design Work, Design Audit and Installation Documents.

Design Request Type*

Design Audit Requirements

DRAWINGS (CLOSE TO WHAT INSTALL DRAWINGS WOULD BE)

a) PDF VERSIONS OF:

i) ¼” OR ½” SCALE DRAWING

ii) PLAN – NEW AND EXISTING IF RECONFIGURE

iii) ELECTRICAL PLAN

iv) PANEL PLAN WITH TEXT / PANEL TYPES

v) COMPONENT PLAN WITH TEXT

vi) ELEVATIONS – PANELS AND OFFICES IF MOUNTING OVERHEADS/TACKBOARDS

(1) DIMENSIONS ON FLOOR TO OVERHEADS, TACKBOARDS, WORKSURFACES & OVERALL

vii) PANEL TYPE TEXT IS ON

viii) RENDERINGS IF APPLICABLE TO PANEL CONFIGURATION/TILES

 FINAL PLANS/DRAWINGS

 BOM –

a) SUBMITTED AS A CAP SHEET UNDER THE SKG TEMPLATE

i) HEADER & FOOTER ENTERED

b) AFTER DESIGNER HAS DONE 1ST CHECK

c) ALL LINES FROM SSS HAVE BEEN ADDED AND BOM IS COMPLETE

 PREVIOUS ORDER IF MATCHING FINISHES OR RECONFIGURE

 FINAL SIGNED OR VERBAL APPROVAL VISUAL FROM CLIENT/SSS

 ALL VENDOR QUOTES FROM SSS

 ANY ADDED INFORMATION YOU THINK WOULD BE USEFUL IN THE AUDIT PROCESS

Specials Reviewed


SSS / SALES WILL SELF AUDIT IF:

 DESIGN WAS NOT INVOLVED IN THE DRAWINGS AND SPECS FOR THE PROJECT


****3RD PARTY STANDARDS REQUIRED****


 DESIGN MANAGER TO BE AWARE OF UPCOMING LARGE PROJECTS NEEDING AN AUDIT

 INVITE DESIGN MANAGER TO AUDIT DOWNLOAD MEETING WITH 3RD PARTY DESIGNER AND SKG TEAM

FOR PROJECTS LARGER THAN $100K.

 3RD PARTY DESIGNER TO EMAIL SHARE DRIVE FOLDER WITH FOLLOWING ITEMS:

a) FINAL/CURRENT CET PLAN

b) ACAD BASE PLANS FROM ARCHITECT

c) BUDGET BOM


 SSS/SALES PROVIDES:

a) BUDGET BOM IF THE BOM FROM THE DESIGNER HAS BEEN ALTERED

b) SIGNED OR APPROVED CLIENT VISUAL

c) REQUEST DESIGN AUDIT THROUGH SMARTSHEET TO DESIGN MANAGER FOR AUDIT

d) VENDOR QUOTES / SPECIALS


TRANSFER OF FILES TO R DRIVE:

 ANY AND ALL FILES ONCE PRODUCT IS ORDERED FROM SO# WILL BE TRANSFERRED TO DESIGN BY:

a. SALES ‐ THROUGH S DRIVE FOLDER PATH RECEIVED FROM 3RD PARTY.

OR

b. 3RD PARTY DESIGN TO SEND A LINK FOR ALL DOCUMENTATION/DRAWINGS TO DESIGN

MANAGER IN SKG STANDARD FORMAT

Let's Talk About The Basics.

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Include all SKG contacts: Sales, SSS, AM, PC, PM.

** These people will receive notifications related to this request. **

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If your client name is not listed below and/or your client is not on a contract, select the "*Other (Not Listed Below + Not On Contract)" option and fill in your client's name in the text box that appears.


If your client is on contract, but it is not one of the listed options, please select "*On Contract Not Listed" and fill in the applicable contract in the text box that appears.


*You may select more than one option*

Enter the Client Name below.

Enter the other Contract below.

PLEASE PROVIDE ONE SALES ORDER NUMBER HERE.

This Sales Order Number will be where the designer(s) track their time entry.


Note: If there are additional Sales Order Numbers, please note them in the Scope of Work section with direction on how to split the time.

Select all "on-team" designers for your sales team. Or, if this is an existing client/project, select the current lead designer.

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What is the name of the project (like Austin Downtown Hospital). This will appear on the Design Plans which will be shared with your client.

Is this request for an RFP?*
Will We Order Direct From Initial Specs?*

Select "Yes" if this project will be ordered direct from the Initial specifications and/or submission so we can audit the design deliverables prior to submitting to seller.


Clients like Baylor Scott & White and GSA bids are examples of who/what projects may qualify for this selection.

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Additional Details

Tell us any promised dates, deliverables or timelines that you have discussed with our client. When are questions due? When does project install? Is there a meeting already scheduled to discuss project- a LIVE Design or a showroom tour?

What is the Project Budget?*

Budget for Entire Project, Based on high/medium/low budget exercise or other sales tools.

Brief Description of Project to include: Manufacturers if known Commercial/GSA Workstation Count Ancillary Square Footage, install date, etc. This description is the total scope of the project.

FOLIO Invite Sent To Designer*

Sellers note, budget, should be filled out for faster and more accurate response.

Include a link to the FOLIO project and any other pertinent FOLIO details.

Please include a link to the S: Drive Project Folder where you want design deliverables stored for this project.

Attach any/all files for this opportunity for design review. Ex. Floorplan, Typical, Budget sheet

Drag and drop files here or

If files are too large to attach in the form, please indicate link(s) of where the designer can obtain files and plans.

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If RFP or other visual is required from marketing, please submit a separate marketing request

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