Generalx Facility Audit Small

• Audit Title

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

Exterior

• Are you in control of the parking areas?

  Yes

  No

• Are all parking areas clean and free of debris?

  Yes

  No

• Parking area is striped?

  Yes

  No

• Parking area is in good repair?

  Yes

  No

• Correct required number of ADA parking, properly labeled, and signed? (USA only)

  Yes

  No

  N/A

• Are the fence and gate in good repair?

  Yes

  No

  N/A

• Is the landscape free of debris and properly maintained?

  Yes

  No

  N/A

• Do you have reserved parking spaces?

  Yes

  No

• Are your reserved spaces properly identified with signage?

  Yes

  No

• Are cars parked in a safe area?

  Yes

  No

• Are you in control of the buildings exterior finish?

  Yes

  No

• Interior and Exterior of door frames and window frames are the appropriate tradedress color?

  Yes

  No

  N/A

• Body of the building is painted the brand appropriate tradedress color?

  Yes

  No

  N/A

• Building trim/ accents are painted the brand appropriate tradedress color(s)?

  Yes

  No

  N/A

• Building is properly maintained and representative of company standards?

  Yes

  No

  N/A

• Do you have exterior signage?

  Yes

  No

• Is the pole for the pole sign painted the correct color?

  Yes

  No

  N/A

• Signs cleaned minimum 1 time per year?

  Yes

  No

  N/A

• Signs re-lamped as appropriate (T8 Aura lamp every 8 years, T12 every year)?

  Yes

  No

  N/A

• On/off of the sign controlled by photocell?

  Yes

  No

  N/A

• Is there wayfinding signage to help customers find your transaction space?

  Yes

  No

  N/A

Interior

• Do you have a dedicated office space?

  Yes

  No

• Adequate seating for customers in lobby area?

  Yes

  No

  N/A

• Lobby is free of clutter including a coffee pot, or any other dispensers?

  Yes

  No

  N/A

• Transaction area is clean and free of all materials except the counter mats?

  Yes

  No

• Furniture clean and in good working order?

  Yes

  No

• Is there an ADA accessible transaction area? (USA only)

  Yes

  No

  N/A

• Interior illuminated sign?

  Yes

  No

  N/A

• Marketing posters are the current version, hung in a professional manner with the bottom of the frame at 44" above finish floor?

  Yes

  No

  N/A

• All interior ceilings are clean and in good condition?

  Yes

  No

  N/A

• HVAC vents in the general office area are clean?

  Yes

  No

  N/A

• All interior lights are working properly?

  Yes

  No

  N/A

• All interior light lens covers are clean and in good repair?

  Yes

  No

  N/A

• All interior walls and glass are clean and in good repair?

  Yes

  No

• Interior walls are the correct tradedress color?

  Yes

  No

  N/A

• The brand appropriate tradedress carpet (example - E-cycle for current tradedress ERAC locations)?

  Yes

  No

  N/A

• Logo mats are not present at site?

  Yes

  No

  N/A

• Is the transaction area identified with signage?

  Yes

  No

  N/A

Transaction Area

• Does the customer see a clean professional sales and marketing environment?

  Yes

  No

• Are the cables/ wires in customer view properly managed and concealed?

  Yes

  No

• All electronic office equipment is clean and in good working order?

  Yes

  No

• The branch manager ensures that electronic office equipment is consistently checked for foreign devices?

  Yes

  No

• Counter mats- placed directly in front of each computer terminal at the transaction area?

  Yes

  No

  N/A

• Publicly required legal notices- hung in a professional manner with the appropriate tradedress frame?

  Yes

  No

• All interior flooring is clean, stain free and in good condition?

  Yes

  No

  N/A

• Rates/statistics/other proprietary information are concealed?

  Yes

  No

• All signs conform to tradedress/trademark standards?

  Yes

  No

• Are you in control of the restrooms?

  Yes

  No

• Restroom is clean?

  Yes

  No

  N/A

• Toilet paper is available at all times?

  Yes

  No

  N/A

• Restroom walls/ ceiling painted semi-gloss -light in color or a tradedress accent color?

  Yes

  No

  N/A

• Privacy lock on restroom door?

  Yes

  No

  N/A

• Restroom toilet in good working order?

  Yes

  No

  N/A

• Sink that dispenses warm water in restroom?

  Yes

  No

  N/A

• Mirror in restroom?

  Yes

  No

  N/A

• Properly stocked paper towel dispenser or electric hand dryer in restroom?

  Yes

  No

  N/A

• Properly stocked soap dispenser in restroom?

  Yes

  No

  N/A

• Properly functioning exhaust fan in restroom?

  Yes

  No

  N/A

• Restroom wastebasket has a clean exterior and is emptied daily?

  Yes

  No

  N/A

• Coat hook on back of restroom door?

  Yes

  No

  N/A

• Restroom is clutter free?

  Yes

  No

  N/A

• Restroom is ADA compliant? (USA only)

  Yes

  No

  N/A

• Are the common restrooms clean and in good working order?

  Yes

  No

• Do you have an ERAC specific break area?

  Yes

  No

• Drinking fountain/ water cooler- clean and in good working order?

  Yes

  No

• Breakroom table and chairs are clean, free of debris and in good working order?

  Yes

  No

• At least 3.6 cubic foot refrigerator clean and in good working order in break area?

  Yes

  No

• Microwave clean and in good working order? (optional product)

  Yes

  No

  N/A

• Coffee/tea pot clean and in good working order? (optional product)

  Yes

  No

  N/A

• Cabinet in break area to accommodate refrigerator, microwave, coffee/tea pot?

  Yes

  No

  N/A

• Break room walls and glass are clean?

  Yes

  No

• Break room floors are clean?

  Yes

  No

Security

• Do you store keys after hours and or accept cash?

  Yes

  No

• Is there a safe for keys and cash?

  Yes

  No

• Is the safe combination guarded (not in a Rolodex, etc.)?

  Yes

  No

• If accepting cash is there a time delay (TD) safe?

  Yes

  No

  N/A

• Is the TD safe located behind the counter in an area where employees do not go out of view to access the safe?

  Yes

  No

  N/A

Branch Security

• Is drop box of commercial grade/ professionally installed/ in good working order?

  Yes

  No

  N/A

• Is a written opening and closing plan in force?

  Yes

  No

Branch Safety

• Is a document destruction container or device in use?

  Yes

  No

• Are contracts and branch information stored in a secure place at all times?

  Yes

  No

• Are keys stored in a secure location in the event the transaction area is unattended?

  Yes

  No

• Does the manager have readily available to their employees the written OSHA (US)/ Health and Safety (Canada) plan and do they acknowledge they are communicating and training their employees as required?

  Yes

  No

• Are all security cameras and their recording devices working and secured properly?

  Yes

  No

  N/A

• Do you wash vehicles on the premises?

  Yes

  No

• Wash area is organized and set up for success?

  Yes

  No

• Wash area built and operated within local codes?

  Yes

  No

• Is there proper drainage in the wash area?

  Yes

  No

• All wash equipment (vac, heaters, etc...) is working properly?

  Yes

  No

• Current Material Safety Data Sheets (MSDS) for all liquid, gel and aerosol products are located near car wash supplies?

  Yes

  No

• Eye wash station(s) is clean, in good working order and, if required by the location's MSDS, able to provide a 15 minute continuous flush?

  Yes

  No

• All liquid, gel and aerosol products are properly labeled per MSDS?

  Yes

  No

• All liquid, gel and aerosol products are properly stored per MSDS?

  Yes

  No

• All Personal Protective Equipment (PPE), as required by the location's MSDS are on site, readily available, in good working order, and the manager confirms the PPE is consistently and properly used.

  Yes

  No

  N/A

Summary

• Is the interior of the branch on the current tradedress?

  Yes

  No

• Is the exterior of the branch on the current tradedress?

  Yes

  No

Sign Off

• Auditor's signature

  Sign