File Material Production Request

File Material Production Request

Basic Information

Nelson team member submitting this request:
Nelson project file name
Active client name
Active client's company
Type of request
File material due date, per request (minimum 7 days turnaround time)
Attach request here [.pdf files only]

Maximum file size: 5MB

Client Notification and Authorization

Is the active client listed above the party requesting the file material?
Has the active client been contacted by the PIC and authorized in writing the production of the file material
Has the active client agreed in writing to pay for time and expenses related to Nelson's assembly, review, and production of the file material? (it is the PIC's responsibility to make this request; if the request is not approved, do not proceed and contact ADH or RTC)
Please attach documentation of the above client approvals (.pdf files only)

Maximum file size: 5MB

File Assembly

Which server stores the relevant project file folder?
I have created a new "File Production" folder in the appropriate Project directory
Was email correspondence requested to be produced?
I have copied all sent and received project-related emails to the File Production folder (in Outlook or .pdf format; arranged in subfolders by Nelson recipient/sender initials) If e-mails for a former employee are needed, contact IT.
Were Nelson invoices or project-specific billing records requested to be produced? (if yes, Accounting will copy to File Production folder)
Does the project file material include photos on an AV server (do not copy to File Production folder)
I have arranged and copied [not moved] all relevant project file materials to the File Production folder, including received information, technical references, illustrations, scans, analysis, and reports to the File Production folder
I have only included .pdf versions of Nelson reports (MSWord documents are not to be produced for security reasons)
How much time was spent (in 0.1 hour increments) to assemble the project file for production? (do not duplicate this time on employee timesheets)
Additional requests or notes for executive review
I would like a copy of this form submission to be sent to my email
My Nelson email address is
Start Over