USAA_DFO Annual VIsit Templete

• Work Order No.

• Audit Title

• Client / Site

• Conducted on

  Date

• Prepared by

• Signed Inspector

  Sign
• Location
  Address

• Personnel

Janitorial (rate all items pass or fail)

Interior Janitorial

• Cleanliness of entry mats

  Pass

  Fail

  N/A

• Enter comments as necessary

• Take a picture of the issue

  Media

• Cleanliness of entry door and glass

  Pass

  Fail

  N/A

• Enter comments as necessary

• Take a picture of the issue

  Media

• Cleanliness of store front glass & mullions (Interior)

  Pass

  Fail

  N/A

• Enter comments as necessary

• Take a picture of the issue

  Media

• Cleanliness of carpet

  Pass

  Fail

  N/A

• Enter comments as necessary

• Take a picture of the issue

  Media

• Cleanliness of wood floors

  Pass

  Fail

  N/A

• Enter comments as necessary

• Take a picture of the issue

  Media

• Cleanliness of baseboards & cove base

  Pass

  Fail

  N/A

• Enter comments as necessary

• Take a picture of the issue

  Media

• Cleanliness of seating upholstery

  Pass

  Fail

  N/A

• Enter comments as necessary

• Take a picture of the issue

  Media

• Dusting of artwork, signage & marketing

  Pass

  Fail

  N/A

• Enter comments as necessary

• Take a picture of the issue

  Media

• Trash Removal

  Pass

  Fail

  N/A

• Enter comments as necessary

• Take a picture of the issue

  Media

• Cleanliness of bathroom floors

  Pass

  Fail

  N/A

• Enter comments as necessary

• Take a picture of the issue

  Media

• Cleanliness of bathroom walls/partitions

  Pass

  Fail

  N/A

• Enter comments as necessary

• Take a picture of the issue

  Media

• Cleanliness of bathroom fixtures & accessories

  Pass

  Fail

  N/A

• Enter comments as necessary

• Take a picture of the issue

  Media

• Cleanliness of floor drains

  Pass

  Fail

  N/A

• Enter comments as necessary

• Take a picture of the issue

  Media

• Cleanliness drinking fountain (if none select pass)

  Pass

  Fail

  N/A

• Enter comments as necessary

• Take a picture of the issue

  Media

• Cleanliness employee lounge- surfaces/microwave

  Pass

  Fail

  N/A

• Enter comments as necessary

• Take a picture of the issue

  Media

• Cleanliness employee lounge- floor

  Pass

  Fail

  N/A

• Enter comments as necessary

• Take a picture of the issue

  Media

• Cleanliness employee lounge- furniture

  Pass

  Fail

  N/A

• Enter comments as necessary

• Take a picture of the issue

  Media

• Cleanliness ceiling grid

  Pass

  Fail

  N/A

• Enter comments as necessary

• Take a picture of the issue

  Media

• Cleanliness light Fixtures

  Pass

  Fail

  N/A

• Enter comments as necessary

• Take a picture of the issue

  Media

• Cleanliness glass office wall/doors

  Pass

  Fail

  N/A

• Enter comments as necessary

• Take a picture of the issue

  Media

• Cleanliness window coverings

  Pass

  Fail

  N/A

• Enter comments as necessary

• Take a picture of the issue

  Media

• High Dusting

  Pass

  Fail

  N/A

• Enter comments as necessary

• Take a picture of the issue

  Media

• Cleanness of ATM & IT Room-Floor and ceiling Diffusers

  Pass

  Fail

  N/A

• Enter comments as necessary

• Take a picture of the issue

  Media

ATM's (Interior & Exterior)

• Cleanness of ATM structure

  Pass

  Fail

  N/A

• Enter comments as necessary

• Take a picture of the issue

  Media

• Is the ATM free of vandalism/graffiti

  Pass

  Fail

  N/A

• Enter comments as necessary

• Take a picture of the issue

  Media

• Cleanness of sidewalks and drive ways

  Pass

  Fail

  N/A

• Enter comments as necessary

• Take a picture of the issue

  Media

• Are the security mirrors firmly attached and clean

  Pass

  Fail

  N/A

• Enter comments as necessary

• Take a picture of the issue

  Media

Rate Exterior Janitorial

• Outdoor trash containers serviced

  Pass

  Fail

  N/A

• Enter comments as necessary

• Take a picture of the issue

  Media

• Exterior entrance cleanliness

  Pass

  Fail

  N/A

• Enter comments as necessary

• Take a picture of the issue

  Media

• Store front glass & mullions exterior

  Pass

  Fail

  N/A

• Enter comments as necessary

• Take a picture of the issue

  Media

Exterior Building (rate items on a scale of 1-5)

• KEY
  5 - Exceeds Service Expectation
  4 - Meets Specifications
  3 - Marginal Pass
  2 - Service/Rework Required
  1 - Unacceptable

• Rate parking lot cleanliness

• Take a picture of the issue

  Media

• State the issue

• Rate the condition of parking lot-pot holes

• Take a picture of the issue

  Media

• State the issue

• Is this presenting a safety hazard

  Yes

  No

• Rate the Condition of the Curbs

• Take a picture of the issue

  Media

• State the issue

• Rate the condition of parking lot striping

• Take a picture of the issue

  Media

• State the issue

• Rate the condition of the Sidewalk

• Take a picture of the issue

  Media

• State the issue

• Is this presenting a safety hazard

  Yes

  No

• Rate the condition of the wheel stops/curb stops

• Take a picture of the issue

  Media

• State the issue

• Rate the condition of fire lane cubing/signage

• Take a picture of the issue

  Media

• State the issue

• Rate the conditions of the parking lights and functionality

• Take a picture of the issue

  Media

• State the issue

• Is this presenting a safety hazard

  Yes

  No

• Rate the condition of buildings exterior paint

• Take a picture of the issue

  Media

• State the issue

• Rate the condition of the canopys

• Take a picture of the issue

  Media

• State the issue

• Rate the condition of the landscaping

• Take a picture of the issue

  Media

• State the issue

• Rate the condition of the USAA building signs

• Take a picture of the issue

  Media

• State the issue

• Rate the cleanliness of the store front glass

• Take a picture of the issue

  Media

• State the issue

ATM'S (Interior & Exterior)

• KEY
  5 - Exceeds Service Expectation
  4 - Meets Specifications
  3 - Marginal Pass
  2 - Service/Rework Required
  1 - Unacceptable

• Condition of ATM plaques (firmed adhered)

• Take a picture of the issue

  Media

• State the issue

• ATM Illumination

• Take a picture of the issue

  Media

• State the issue

• Illuminated Signs

• Take a picture of the issue

  Media

• State the issue

• Is this presenting a safety hazard

  Yes

  No

Interior Building Condition

• KEY
  5 - Exceeds Service Expectation
  4 - Meets Specifications
  3 - Marginal Pass
  2 - Service/Rework Required
  1 - Unacceptable

• Walls-Paint-Condition

• Take a picture of the issue

  Media

• State the issue

• Walls - Specialty Marketing Wraps

• Take a picture of the issue

  Media

• State the issue

• Interior Signage - Conditions

• Take a picture of the issue

  Media

• State the issue

Follow-up for Facility Manager

• Description of the issue

• Add pictures as needed

  Media

Other Miscellaneous Findings

• Add pictures as needed

  Media

• Description of the issue

• Additional Comments or Concerns About the Property

• Signature of Branch Lead/Manager

  Sign