Information

GENERAL PROJECT INFORMATION

  • Project Reference

  • Project Title

  • Document Ref

  • Audit Title

  • Purpose of Survey

  • Client / Site

  • Sector

  • OTHER Sector type

  • Site Location
  • Conducted on

  • Prepared by

  • Signature

Pre-Survey Check List

PRE-SURVEY CHECK LIST

Client Questions

  • Include in Survey?

  • Has a survey programme been agreed with the client and <br>other persons involved?

  • Is there a list of plant and installations to be surveyed available? <br>with their details?

  • Are system & equipment details available & obtained prior to the survey?

  • Are there any known site constraints and/or restrictions?, such <br>as security and access restrictions, safety hazards including <br>asbestos and attendance requirements?

  • Please identify known Constraints

  • Confirm Other Hazards

  • Have arrangements been made to examine documents such <br>as the asset register, operating and maintenance logbooks <br>and competent person examination records?

  • Has a list been prepared of persons to be interviewed?

  • Has the client agreed what support will be provided, such <br>as providing escorts and attendance by contractors?

  • If so, have the appropriate persons been informed and are they <br>ready to assist?

  • Is any special training or site-specific information required, <br>for activities such as working on roofs?

  • Has the Training been completed

  • Has a method statement and risk assessment been <br>prepared for the condition survey?

General Tools & Equipment (Checklist)

  • Required by Survey?

Handheld Tools

  • Mobile Phone

  • Camera (Digital)

  • Camera (Endoscopic)

  • Camera (Thermographic)

  • Measure (Tape)

  • Measure (Disto/Laser)

  • Torch

  • Set of screwdrivers

  • Allen Keys / Square Peg Keys

  • Light Meter

  • Temperature / RH detector

  • Volt Meter

  • Anemometer (Rotating Vane)

Access Equipment

  • Ladders

Personnel Equipment

  • PPE

  • First Aid Kit

General System Descriptions

GENERAL SYSTEM DESCRIPTIONS

  • General Description of the Mechanical & Electrical engineering installations

Statutory Utilities

  • Utilities Provided

Mechanical Installations

  • Applicable Systems

Public Health Installations

  • Applicable Systems

Electrical Installations

  • Applicable Systems

Fire Installations

  • Applicable Systems

Statutory Utilities

STATUTORY UTILITIES

  • Include Statutory Utilities in survey?

Electricity Supply

  • Electricity Supply Connected?

  • Enter number of supplies

  • Meter Information
  • System Ref/Description

  • Supply Authority

  • Type of electricity Supply

  • Phase

  • Meter Operator

  • MPAN Reference

  • Maximum Demand (kVa)

  • Supply Size

  • Electricity Meter Images

Gas Supply

  • Gas Supply Connected?

  • Type of connected supply

  • Gas Meter Information
  • System Ref/Description

  • Meter MPRN

  • Gas Meter Size

  • Gas Meter Images

Water Supply

  • Water Supply Connected?

  • Type of Supply

  • Water Meter Information
  • System Ref/Description

  • Water Meter Reference

  • Water Meter Size

  • Water Meter Image(s)

LPG Supply

  • LPG Supply Connected?

  • Type of Supply?

  • System Information
  • System Ref/Description

  • Fuel

  • Stored Volume

  • Storage Location

  • LPG Images

Oil Supply

  • Oil Supply Connected?

  • Type of Supply

  • Type of connected Supply
  • System Ref/Description

  • Fuel Type

  • Stored Volume

  • Oil Images

Mechanical Plantroom(s) & Equipment

MECHANICAL PLANT ROOMS & EQUIPMENT

  • Include this section in survey?

Mechanical Plant Room Survey

    Add Plant Room
  • Room name/number

  • Plantroom Description

  • Plantroom Location

  • Plantroom Health & Safety

  • Add Plant Item

Mechanical Plant Item

  • System (NRM3)

  • Plant / Equipment Type

  • Plant Reference

  • Plant Description

  • Add Sub Description?

  • Sub Description

  • Date of Installation

Technical Information

  • Technical Details 1

  • Technical Details 2

Manufacturer Information

  • Manufacturer

  • Model

  • Date of Manufacture

  • Serial Number

  • Miscellaneous

Condition

  • Condition Grade

  • Estimated PPM (years)

  • Any Risk Items<br>

  • Risk Information

  • Equipment Obsolete?

  • Reason for Obsolescence

  • Comments

Maintenance Priority

  • Confirm maintenance Priority for the equipment

Supporting Media

  • Photos

Electrical Plantroom(s) & Equipment

ELECTRICAL PLANT ROOMS & EQUIPMENT

  • Include this section in survey?

Electrical Plant Room Survey

    Add Plant Room
  • Room name/number

  • Plantroom Description

  • Plantroom Location

  • Plantroom Health & Safety

  • Add Plant Item

Electrical Plant Item

  • System (NRM3)

  • Plant / Equipment Type

  • Plant Reference

  • Plant Description

  • Add Sub Description?

  • Sub Description

  • Date of Installation

Technical Information

  • Technical Details 1

  • Technical Details 2

Manufacturer Information

  • Manufacturer

  • Model

  • Date of Manufacture

  • Serial Number

  • Miscellaneous

Condition

  • Condition Grade

  • Estimated PPM (years)

  • Any Risk Items<br>

  • Risk Information

  • Equipment Obsolete?

  • Comments

Maintenance Priority

  • Confirm maintenance Priority for the equipment

Supporting Media

  • Photos

Room Survey

ROOM SURVEY

  • Include this section in survey?

  • Add Room
  • Room Number

  • Room Name

  • Floor Level

  • Room Type

Mechanical Installations

  • Include Mechanical Systems?

Heating

  • Heating installed?

  • Heating type

  • Heating Control

  • Heating Condition

  • Heating Estimated PPM (years)

  • Heating Comments

  • Heating Remedial Works Comments

  • Heating Photos

Cooling

  • Cooling Installed?

  • Cooling Type

  • Cooling Control

  • Cooling Condition

  • Cooling Estimated PPM (years)

  • Cooling Comments

  • Cooling Remedial Works Comments

  • Cooling Photos

Ventilation

  • Ventilation Installed?

  • Ventilation Type

  • Ventilation Control

  • Ventilation Condition

  • Ventilation Estimated PPM (years)

  • Ventilation Comments

  • Ventilation Remedial Works Comments

  • Ventilation Photos

Water/Drainage

  • Water / Drainage Installed?

  • Water Supply Description

  • Drainage Description

  • Water / Drainage Condition

  • Water / Drainage Estimated PPM (years)

  • Water/ Drainage Comments

  • Water / Drainage Remedial Works Comments

  • Water / Drainage Photos

Automatic Controls

  • Controls Installed?

  • Controls Description

  • Controls Condition

  • Controls Estimated PPM (years)

  • Controls Comments

  • Controls Remedial Works Comments

  • Controls Photos

Other Mechanical

  • Include Other Mechanical System(s)

  • Other Mechanical
  • Other System

  • Other Description

  • Other Condition

  • Other Estimated PPM (years)

  • Other Comments

  • Other Remedial Works Comments

  • Other Photos

Electrical Installations

  • Include Electrical Systems?

Small Power

  • Small Power Installed?

  • Installation Type

  • No. Outlets

  • Small Power Condition

  • Small Power Estimated PPM (years)

  • Small Power Comments

  • Small Power Remedial Works Comments

  • Small Power Photos

Data

  • Data Installed?

  • Installation Type

  • No. Outlets

  • Data Condition

  • Data Estimated PPM (years)

  • Data Comments

  • Data Remedial Works Comments

  • Data Photos

Lighting

  • Lighting Installed

  • Lighting Type

  • Installation Type

  • Lamp Types

  • Lighting Control

  • Lighting Condition

  • Lighting Estimated PPM (years)

  • Lighting Comments

  • Lighting Remedial Works Comments

  • Lighting Photos

Access Control

  • Access Control Installed?

  • Access Control Type

  • Access Control Condition

  • Access Control Estimated PPM (years)

  • Access Control Comments

  • Access Control Remedial Works Comments

  • Access Control Photos

Security

  • Security Installed?

  • Security Type

  • Security Condition

  • Security Estimated PPM (years)

  • Security Comments

  • Securityl Remedial Works Comments

  • Security Photos

Other Electrical

  • Include other Electrical System(s)?

  • Other Electrical
  • Other Description

  • Other Condition

  • Other Estimated PPM (years)

  • Other Comments

  • Other Remedial Works Comments

  • Other Photos

Common Defects

COMMON DEFECTS

  • Include this section in survey?

  • Boilers, heating and hot water systems

  • Ventilation and air conditioning systems

  • Refrigeration systems

  • Control systems

Record Information

RECORD INFORMATION

  • Include this section in survey?

  • Operation & Maintenance Manuals

  • Copies Obtained?

  • Record Drawings

  • Copies obtained?

  • Test Certificates

  • Copies Obtained?

  • Maintenance Plan

  • Copy Obtained?

  • Commissioning Data

  • Copy Obtained

  • Health & Safety File

  • Copy Obtained?

  • Backlog Maintenance

  • Copy Obtained?

Recommendations

RECOMMENDATIONS

  • Include this section in survey?

Specialist Surveys

  • Boilers

  • Control systems

  • Fire alarm systems

  • Generators

  • Catering equipment

  • Lifts and escalators

  • Refrigeration plant

  • Sprinkler systems

  • Uninterruptible Power Supplies

  • Pressure vessels

  • Pipelines

  • Water Quality

  • Thermal Imaging

  • Power Quality Surveys

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