Confidential

Please complete your advance security planning worksheet. Refer to the Advance Planning SOP for more details

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Agent Name completing this report *

Date and time of assessment *

Date

Time

Principal Name *

the Principal needed

Principal POC Name *

Principal POC Phone *

Site Reality Assessment

VENUE & EVENT INFO

Site / Venue Name *

Site Address *

Event / Engagement Name, if available

Overview of the event / engagement *

Event Type (select all that apply) *

• Public Event
• Private Event
• High-Density Crowd
• Media Expected

Expected Attendance *

Expected number of VIPs / Elected Officials *

How many days is the event / detail? *— Select Choice —12345678+

Operation Start Date/Time *

Date

Time

Operation End Date/Time *

Date

Time

Multiple day event date/times

PROTECTIVE INTEL SNAPSHOT

Threat Snapshot: Any known or emerging concerns? *

• No issues identified
• Potential concerns – monitoring
• Elevated concern – Ops follow-up required

Optional notes on any threats

Key Risks Observed — Check all that apply *

• Crowd density concern
• Uncontrolled access points
• Poor lighting / blind spots
• Suspicious person / activity

Protective Posture *

• Driver Only
• Armed Driver / Solo Practitioner
• Two-Agent Detail
• Multi-Agent Detail

How many agents will be assigned to this and what are their assignments?

TRANSPORTATION AND ROUTE

Principal's mode of transportation *

• Security Driver
• Chauffeur
• Self Driving
• Staff Driver

Transportation – Primary route identified? *

• Yes
• No
• N/A

Transportation – Alternate route identified? *

• Yes
• No

Venue Quick Check *

• Secure drop-off identified
• Secure pick-up identified
• Emergency exits identified
• Fallback / safe location identified

Drop off and pick up short info

list any particulars that would help the driver, etc.

SAFETY COORDINATION

Security Coordination *

• Venue security contacted
• Event security contacted
• Hotel security contacted (if applicable)
• No on-site security coordination

Access Control — Perimeter controlled? *

• Yes
• No
• Partial
• N/A

Describe Access Control

Law Enforcement Coordination *

• Local LE contacted
• LE on site during event
• Capitol Police
• TSA / DHS Police
• FBI
• Secret Service
• No LE coordination needed

Explain LE coordination

Medical — Nearest medical identified? *

• Yes
• No
• Event Medical Staff
• On-site

Name of closest medical center *

Communications — Will venue personnel use comms? *

• Portable Radios
• Cell phone
• None
• Unknown

Advance Complete — Check all completed *

• Arrival & initial walk-through
• Primary route confirmed
• Alternate route confirmed
• Safe room / hard point identified

FINAL CONFIRMATION & PHOTOS

Advance planning status *

• Complete – No follow-up required
• Complete – Monitoring required
• Incomplete – Ops follow-up needed

Ops follow-up needed

Add additional information here

Upload all photos and/or videos taken during advance

Drag & Drop Files, Choose Files to Upload You can upload up to 10 files.

Agent Attestation *

• I confirm this advance reflects conditions known at the time of submission.

Signature *

Clear Signature

Date *

Submit Field Report