Well, I called yesterday and set up a date to go do the PDI. Looks like next Friday the 18th.
I went to the library here and printed out the extensive checklist (exactly what I was looking for) and I will add a sheet of my own questions that are not on there.
I plan on bringing a notebook, unfortunately the wife will be working so my son and I will go. He has very high functioning autism and I need to have him keep himself busy. He's excited about getting the TT but will lose interest after about 15 minutes and start distracting me. So I try to keep him occupied.