HomeClient Intake Internal Client Intake Form [FOR INTERNAL RSS USE ONLY]To be completed once prospect/client has been engaged for RSS proposal. This is a helpful tool when used immediately after speaking with the prospect/client. Please enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete this form. – Step 1 of 4Client Status *New clientEstablished Client, New ProjectFormer client outreach (inbound)Former client outreach (outbound)Contact Person *FirstLastCompany/Organization NameContact Person Email *Phone *Website / URLIs Contact Person Also the Billing Contact? *YesNoUnknown at this stage of engagementClient/Company Address *Address Line 1Address Line 2City— Select state —AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingStateZip CodeSecond Contact NameFirstLastSecond Contact EmailSecond Contact PhoneIs second contact to be copied on all emails?YesNoUnknown at this stage of engagementType of Premises: *ResidentialRetailCommercialIndustrialEventOtherIf Other Premise Type, Please ExplainLocation AddressAddress Line 1Address Line 2City— Select state —AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingStateZip CodeScope of Service [select all that apply] *Guard (unarmed)Guard (armed)Executive ProtectionMobile PatrolRetail Loss PreventionEvent SecurityOtherIf Other Service, Please StateHours of Operation24/7Day ShiftNight ShiftOtherStatus of Engagement *Initial Engagement; Awaiting ConsultationRequest for Proposal (RFP)Proposal SentProposal ResubmissionProposal & Agreement ApprovedProposal Development- Stage 1The information that follows will be provided to assist with the build out of the proposal for services.NextPlease Specify Shift HoursWhat hours is the client requesting services?Preferred Start Date / TimeDateTimeWhen do they want us to begin services?End Date / Time (if known)DateTimeWhat date will this contract/event end?Frequency of ServiceOne-timeDailyWeeklyMonthlyEvent-Based [limited recurrence]AnnuallyHow often do they want us to provide services?Primary Concerns [select all that apply]TheftVandalismUnauthorized AccessSafetySurveillanceOtherIf Other Concern, Please ListPast Incidents:Please list any incidents that have taken place. If none or unknown, please state “N/A” or “Unknown at this stage of engagement”Special Instructions or RequestsPlease list any instructions or requests that the client has made. Number of Guards RequestedHow many guards do they think they need?Qualifications/Certifications RequiredNoneCPR/First AidFirearm LicenseOtherWhat is the client requesting from our personnel?If Other, Please StateCurrent Security Measures (if any):NoneCCTVAlarmsAccess ControlOnline Guard Tour Patrol SystemOtherIf Other Security Measures, Please ListDo They Use QR-Patrol Guard Tour System?YesNoNo, they use another systemWhich Online Guard Tour System Do They Currently Use?Existing Security Provider (if any):Preferred Response Protocols:Call PoliceContact ClientFollow Internal ProceduresOtherWhat does the client prefer we do when there is an incident at their site?If Other Protocol, Please StateHas RSS Conducted a Security Threat Assessment?YesNoIn progressNot applicableIf yes, please outline summary analysisSize of PremisesPlease provide approximate square footage, or if unknown, type “unknown at this time”Number of Entrances/Exits:If actual number is unknown, please provide estimate or type “unknown at this time”RSS Recommendations & Proposal Terms [Stage 2]Proceed to input these detailsNextRSS Recommended Security MeasuresNumber of Unarmed Guards How many are we recommending to the client?Number of Armed Guards How many are we recommending to the client? Number of Executive Protection Agents How many are we recommending to the client? Number of Event SupervisorsHow many RSS supervisors will be needed?RSS Lead SupervisorFirstLastWho will be assigned as the lead for this account?Which of our technologies will we use for this client?Guard Tour SystemQR ScansNFC CheckpointsBeaconsOtherNoneIf Online Guard Tour System Recommended, Which One?List which system RSS will use, if applicable.Quoted Rate BreakdownProvide a breakdown of hourly and total rates being quoted to client.Payment TermsNet 15Net 30Net 60OtherIf Other Payment Terms, Please StateDeposit termsIs a 60% deposit due? If not, what are the deposit terms? If a 60% deposit is due, by what date?Contract LengthRenewal TermsIf there is a possibility for a contract renewal, please indicate the terms. If unknown or to be determined, please share those details.Cancellation PolicyState if different than RSS’s standard policyIs Company Address Same as Billing Address? *YesNoBilling AddressAddress Line 1Address Line 2City— Select state —AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingStateZip CodeBilling Contact NameFirstLastBilling Contact EmailPreferred Payment Method:Credit CardDirect DebitInvoiceWire TransferOtherIf Other Payment Method, Please StateClient Acknowledges and Agrees to Terms and Conditions *YesNoPendingRSS Representative Name *FirstLastType your nameUpload Related Files Click or drag files to this area to upload. 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