Confidential

Please complete our advance event planning worksheet. This form will help our team complete our Security Plan.

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– Step 1 of 4

Page 1 — Client & Event Information

1. Client / Company Information

Final / event?

Government Official Name *

Name *

Title *

Email Address *

Direct Phone *

Does your office have an established account with The Simon Agency *— Select Choice —YesNo

Billing Contact (if different)

Billing Contact Email

Billing Phone

Billing Address

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Event Information

Event Date *

How many days is this event? *— Select Choice —1234

Event End Time *

Briefly describe the event

Event Address

Event Start Time *

Is the event being held inside or outside? *— Select Choice —InsideOutsideBoth

Event Location

Age bracket of attendees

• 0-20
• 21+

How many are expected to attend this event? *

Are other VIP or high‑profile attendees expected to attend??YesNoUnsure

Are attendees allowed re-entry?YesNo

Please name expected VIPs, elected officials, etc.

How should we handle the press at this event?Let them inNot allowedAllowed, but notify POC if they arrive

Is there a hold room for VIPS?YesNoNot sure

Will alcoholic beverages be served?YesNo

Will food be served?YesNo

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Security Information

Outside of our Dignitary Protection, what other security will work this event? *

• None
• Help me decide if we need them.
• Unarmed uniform guards
• Armed uniform guards
• Plain clothes – Unarmed
• Plain clothes – Armed

First Responders assigned to this event? *

• None
• Local / State Law Enforcement
• Paramedics / EMT
• Capitol Police
• Secret Service
• FBI
• Homeland Security

Will the event have Ticket Takers / Check in Staff?YesNoUnsure

Ticket typeDigitalPrintedGuest listOther

What method will be used to invite guest?Invite onlyOpen to publicPress only

Will IDs be checked at entry?, i.e. DL, ID cardYesNo

Are attendees issued credentials? *— Select Choice —NoneWristbandsLanyards

Will your staff be required to wear credentials? *— Select Choice —YesNo

What screening procedures will be in place *— Select Choice —NoneMetal detectorsBag checksWandingNot sureHelp me decide!

Type of CredentialLanyardsBadgeWristbandOther

Do you have Bag Policy in place? *— Select Choice —YesNoHelp me decide

Do you have a prohibited items list? *— Select Choice —YesNoNot neededUnsure, let me see choices

Bag Policy (select as many as needed)

• ALL Bags allowed
• No bags allowed
• Clear plastic, vinyl or PVC and must not exceed 12” x 6” x 12”
• Small clutch bags, 4.5” x 6.5” x 2”
• Exception will be made for any necessary medical items, but all such items are subject to inspection

Besides weapons, other prohibited items include (select as many as needed)

• Purses larger than 4.5” x 6.5” x 2”
• Coolers, briefcases, diaper bags
• Backpacks, fanny packs, cinch bags
• Luggage of any kind, computer bags, and camera bags
• Food & Beverage
• Professional Cameras
• Selfie Sticks
• E-Cigarettes / Vape Pens

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Final Stretch

Please provide any additional details that is not covered above.

Submit