Title Page

  • Project name and number (if available)

  • Conducted on

  • Prepared by

  • Location

Natural Gas Service

  • Does the site have natural gas?

  • Picture of natural gas meter.

  • Picture of natural gas piping into building.

  • What is gas pressure?

  • Additional natural gas comments?

Electrical Service and Exterior Service Equipment

  • What is voltage and phase on site?

  • Provide photo of service entry for building.

  • Show photo of electrical meter for site.

  • Show photo of electrical disconnect for site.

  • Show photo of electrical transformer on site.

  • Provide transformer number if possible.

  • Additional electrical service comments?

Interior Electrical Equipment

  • How many existing indoor panels?

  • Provide existing panels sizes and designations if available.

  • Show pictures of existing indoor panels and locate on plan.

  • Show pictures of existing indoor disconnects and locate on plan.

  • Show pictures of existing indoor transformers and locate on plan.

  • Provide description of client's specific electrical equipment. Voltage, phase, and amperage.

  • Provide pictures of specific electrical equipment.

  • Additional interior electrical equipment comments?

Interior Lighting

  • Would the owner like to re-use existing lighting?

  • What kind of lighting is existing?

  • Provide pictures of existing lighting.

  • Would the owner like us to provide any new lights to match existing lights in the space?

  • What type of new lighting would the owner like to use?

  • Provide description of desired light fixtures and locations if known (i.e. can lights, 2x4 lay-in vs 2x2 lay-in, etc).

  • Additional interior lighting comments?

Site Lighting

  • Would the owner like to re-use existing site lighting?

  • Do any wall-packs or pole lights need to be replaced or updated?

  • What is desired new lighting type?

  • What type of new site lighting would the owner like to use?

  • Provide a description of type of lights and locations if possible.

  • Additional site lighting comments?

Water Heaters

  • Are there existing water heaters?

  • Will existing water heaters remain in use?

  • Provide description of water heater sizes, and if water heaters are gas, electric, propane, etc.

  • Provide pictures of existing water heaters. Include nameplates.

  • If we are required to add any water heaters, what type would the owner like to use?

  • Additional comments regarding water heaters?

Sanitary Sewer

  • Is there existing sanitary sewer?

  • What size is the existing sanitary sewer line?

  • Provide any pertinent pictures for estimating sanitary sewer location and locate on plan.

  • Is there an existing grease interceptor or grease waste line available?

  • Please provide any photos that may be helpful in determining interceptor location relative to space.

  • Provide size of interceptor and description of interceptor if possible.

  • Additional sewer comments?

Domestic Water

  • Is there existing domestic water?

  • Provide photos of existing domestic water as possible and locate on plan.

  • Is there an existing backflow prevention device?

  • Provide picture and locate backflow preventer on plans.

  • Provide pictures of existing plumbing fixtures if possible.

  • Additional water comments?

Mechanical Equipment

  • Are there existing mechanical equipment?

  • Would the owner like to re-use existing mechanical equipment?

  • Provide photos of existing mechanical equipment.

  • List tonnages and electrical information of existing mechanical equipment if possible.

  • Will existing ductwork remain?

  • How is heating provided by units?

  • Please list heating mechanism.

  • Type of HVAC system/equipment desired by owner.

  • Provide description of desired HVAC system.

  • Will we provide new mechanical systems/equipment?

  • Will we provide new ductwork?

  • What type of ductwork would owner prefer?

  • Additional mechanical comments?

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.