Site survey checklist

Template Information

Bid information

Category: cleaning

Template Questions

  • Site contact for further information
  • Building Use (Primary)
  • Details of any architectural features which may require training or specialists to clean or maintain
  • Hours of Operation (weekdays)
  • Hours of Operation (weekends)
  • Number of Occupants
  • Square Footage
  • Flooring Type
  • Architectural Features
  • Hard Floor (approx %)
  • Carpet (approx %)
  • Location of waste collection point
  • Frequency of collections
  • Day of collections
  • STORAGE / CONSUMABLES
  • Additional details on deliveries
  • Client's FM strategy
  • Reason for going to tender?
  • Type of business
  • CLIENT
  • SUSTAINABILITY INFORMATION
  • What are their targets?
  • Knowledge of sustainability issues
  • Concerns
  • Recycling culture amongst occupants
  • Number of cleaning personnel
  • Number of cleaning hours per day
  • Number of cleaning hours per week
  • PERSONNEL INFORMATION
  • What is the security clearance procedure for new starters?
  • EQUIPMENT INFORMATION
  • Specialist Kit Requirements: List of equipment owned by the client
  • PEST CONTROL INFORMATION
  • Details:
  • Additional spend:
  • Current contract specification: Pest species
  • Current number of monthly visits
  • Does the site require 8 / 10 / 12 visits per annum?
  • Number of baits per floor?
  • Number of external baits?
  • Access restrictions: Can all areas of the buildings be serviced during core working hours?
  • Areas that currently receive under floor or ceiling void baiting? (Any other out of hours requirements)
  • WASHROOM 1 - Location
  • Type
  • WASHROOM SURVEY INFORMATION
  • Location of access information
  • External Glazing
  • Date of last certification Date
  • Renewal Date Date
  • Access times
  • Frequency of external window cleaning
  • Internal Glazing
  • Frequency of internal window cleaning
  • Size of grounds (acres)
  • GROUNDS MAINTENANCE
  • History of weeds in the grounds
  • Weeds
  • Trees
  • Approximate number of internal plants
  • Internal planting
  • Frequency of maintenance
  • Date of bid submission deadline Date
  • Notes
  • Signed