Carpe Pulse · Carpe Data — Live risk intelligence for underwriters

Assignment Board

Pacific Coast Distribution

Returnednormal

Address402 E Gutierrez St · Santa Barbara, CA · 93101

FrameworkWholesale

InspectorChris H

DueJul-18,-2026

Requested byJ. Whitfield (Underwriting)

Survey IDa5510000-0000-4000-8000-000000000003

UW special instructions

Confirm racking anchorage + sprinkler coverage in high-pile storage.

Returned to Chris H — waiting on re-submission

Return notes: Roof photos are blurry — recapture sections 3 and 4, and confirm the sprinkler riser location.

This page refreshes automatically; the assignment reopens in review when it comes back.

Wholesale & Distribution Framework

seed v3-2026-07-01-q2 · resolved via assignment

Answered

N/A

Not observed

Skipped

Not captured

Corrected

Voice memos

Evidence

1. Arrival & Exterior

Guided walk0/5 captured

WHD-001 Visual

Capture a front-of-building photo — company name, address, and what is distributed.

Not captured

WHD-002 Visual

Capture the exterior of EVERY building / leased space on site.

Not captured

WHD-003 Visual

Is propane / flammable gas storage caged OUTSIDE, with cylinders chained or otherwise secured?

Not captured

WHD-004 Visual

Are the yard, docks, exterior lighting, and fencing in good condition?

Not captured

WHD-005 Visual

Record the distance between buildings and any building-to-building combustible exposure.

Not captured

1b. Operations & Occupancy Interview

Core (all lines)0/6 captured

CORE-OPS-01 Interview

Describe the operations — what is made, sold, or served; key customers; hours and shifts.

Not captured

CORE-OPS-02 Interview

How many years has the business operated at this location?

Not captured

CORE-OPS-03 Interview

Are there any notable, recent, or planned changes to operations or processes?

Not captured

CORE-OPS-04 Visual

How many buildings / structures are on site? Capture the exterior of EACH.

Not captured

CORE-OPS-05 Interview

Describe the occupancy of each building — what happens where.

Not captured

CORE-OPS-06 Interview

Are there any foreign exposures — overseas operations, or imports as the importer of record?

Not captured

2. Warehouse Areas (repeat per area / building)

Guided walk0/9 captured

WHD-006 Interview

Describe each storage area and its commodity class (I–IV, plastics %) — what exactly is stored.

Not captured

WHD-007 Visual

Record the maximum storage height vs ceiling height.

Not captured

WHD-008 Visual

Describe the storage arrangement — racks, solid pile, palletized, shelf.

Not captured

WHD-009 Visual

Are racks in good condition — anchored, no damaged uprights, load signage posted?

Not captured

WHD-010 Visual

Are aisle clearances and egress paths kept clear?

Not captured

WHD-011 Visual High signal

Are 18 in sprinkler clearance and flue spaces maintained (if sprinklered)?

Not captured

WHD-012 Visual

Are hazardous materials — flammables, aerosols, oxidizers, lithium-ion — properly controlled?

Not captured

WHD-013 Visual

Is the area above storage free of metal halide light fixtures?

Not captured

WHD-014 Visual

Is housekeeping acceptable — no cardboard accumulation, blocked aisles, or broken pallets?

Not captured

3. Material Handling & Dock

Guided walk0/4 captured

WHD-015 Visual

Describe the forklifts — fuel type (propane / electric), condition, data plates.

Not captured

WHD-016 Visual

Is the battery charging / propane exchange area safe — ventilated, free of combustibles, eyewash available?

Not captured

WHD-017 Document

Are forklift operator certifications current?

Not captured

WHD-018 Visual

Is dock equipment in place — plates, wheel chocks, restraints, edge striping?

Not captured

4. Detection, Protection & Security

Guided walk0/4 captured

WHD-019 Document High signal

Is smoke / fire detection coverage adequate, with third-party monitoring?

Not captured

WHD-020 Document

Are portable extinguishers tagged, mounted, and signed?

Not captured

WHD-021 Visual

Are security controls in place — cameras, burglar alarm, after-hours controls?

Not captured

WHD-022 Visual

Is the public (will-call / retail foot traffic) separated from warehouse operations?

Not captured

5. LOTO (light block)

Guided walk0/2 captured

WHD-023 Visual High signal

Are lockout procedure cards and devices provided at the baler / compactor / conveyor?

Not captured

WHD-024 Document High signal

Are a written LOTO program and training records in place?

Not captured

Fire Protection — Systems & Monitoring

Core (all lines)0/8 captured

CORE-FP-01 Document High signal

Who monitors the waterflow / fire alarms?

Not captured

CORE-FP-02 Visual High signal

Are sprinkler control valves locked open?

Not captured

CORE-FP-03 Visual

Are valves electrically supervised (tamper switches)?

Not captured

CORE-FP-04 Document

Capture the most recent water supply test card — date, static / residual psi, and tested by whom.

Not captured

CORE-FP-05 Document High signal

Record the sprinkler head date / orifice size in storage or high-hazard areas.

Not captured

CORE-FP-06 Visual High signal

Any impairments to suppression or detection observed during the walk?

Not captured

CORE-FP-07 Visual

Are any combustible wall assemblies present — EIFS, insulated metal panels, exposed foam, MCM / ACM?

Not captured

CORE-FP-08 Interview

Describe the roof coverings — type, install year, and number of layers per roof section.

Not captured

Property Management Programs (grade each)

Core (all lines)0/8 captured

CORE-PMP-01 Document

How effective is the hot work program — permits, fire watch, contractor sign-off?

Not captured

CORE-PMP-02 Document

How effective are fire protection maintenance and impairment management?

Not captured

CORE-PMP-03 Interview

How effective is the preventive maintenance program (incl. IR scans of switchgear)?

Not captured

CORE-PMP-04 Document

How effective is contractor and change management — COIs, contracts, MOC process?

Not captured

CORE-PMP-05 Document

How effective are emergency preparedness and response — EAP, drills, muster?

Not captured

CORE-PMP-06 Visual

How effective is housekeeping?

Not captured

CORE-PMP-07 Visual

How effective are smoking controls — designated areas and enforcement?

Not captured

CORE-PMP-08 Interview

How effective is site-level business continuity planning?

Not captured

Workers Compensation

Core (all lines)0/16 captured

CORE-WC-01 Interview

Record employee counts — production / maintenance / warehouse, office / inside sales, outside sales / drivers.

Not captured

CORE-WC-02 Interview

Are seasonal or temporary workers used? Record counts.

Not captured

CORE-WC-03 Interview

What percent of employees have been with the company less than one year, and what is the turnover trend?

Not captured

CORE-WC-04 Interview

Describe the workforce profile — skill level, union status, multi-shift operations.

Not captured

CORE-WC-05 Interview

Is an increase in hiring anticipated over the next 12 months?

Not captured

CORE-WC-06 Visual

Manual material handling — lifting aids, adjustable workstations, task design

Not captured

CORE-WC-07 Visual

Are machine / equipment hazards controlled — guarding, light curtains, interlocks in place?

Not captured

CORE-WC-08 Visual

Are slip / trip / fall exposures controlled — surfaces, transitions, and seasonal (ice) management?

Not captured

CORE-WC-09 Interview

Are job rotation or administrative controls in place for repetitive / ergonomic operations?

Not captured

CORE-WC-10 Interview

Describe occupational disease exposures — noise, dusts, fumes, solvents, metalworking fluids, heat.

Not captured

CORE-WC-11 Document High signal

Where noise or chemical exposure exists, is there a baseline exposure monitoring / audiometric testing program?

Not captured

CORE-WC-12 Visual

Is a PPE program in place — equipment provided, worn, and enforced?

Not captured

CORE-WC-13 Interview

Could any single event — fire, explosion, chemical release — expose 10 or more employees?

Not captured

CORE-WC-14 Interview

How effective is the safety management program — leadership, accountability, employee engagement, review cadence — and who owns it?

Not captured

CORE-WC-15 Interview

How effective is post-injury management — same-day reporting expectation, transitional duty, medical provider relationships, claim coordinator?

Not captured

CORE-WC-16 Document

Are OSHA 300 / 300A logs posted or available?

Not captured

Auto / Fleet

Core (all lines)0/12 captured

CORE-AU-01 Document

Record the vehicle inventory — counts by type (private passenger, light truck, medium+) and average annual mileage.

Not captured

CORE-AU-02 Interview

Are any vehicles equipped with telematics?

Not captured

CORE-AU-03 Document

How impactful is the written distracted driving policy?

Not captured

CORE-AU-04 Interview

Are MVRs pulled at hire, with written acceptance criteria?

Not captured

CORE-AU-05 Interview

Are MVRs re-pulled periodically (at least annually)?

Not captured

CORE-AU-06 Interview

Are any frequent drivers under age 21? What percent of drivers have been with the account less than one year?

Not captured

CORE-AU-07 Interview

Describe non-owned / hired auto use — who drives personal or rental vehicles on business, how often, and what controls apply.

Not captured

CORE-AU-08 Interview

Describe passenger-carrying vehicles — counts by size, CDL requirements, and driver qualification files.

Not captured

CORE-AU-09 Document

Are any vehicles DOT-regulated? If yes, note the USDOT number and compliance program.

Not captured

CORE-AU-10 Document

Is there a fleet inspection and maintenance program?

Not captured

CORE-AU-11 Visual

Walk the lot and spot-check vehicle condition — tires, lights, body damage.

Not captured

CORE-AU-12 Interview

Describe how vehicle keys are secured and who authorizes vehicle use.

Not captured

General Liability / Premises

Core (all lines)0/11 captured

CORE-GL-01 Visual

Are interior slip / trip / fall controls in place — spill-cleanup tools and signs accessible, walk-off mats, smooth transitions, handrails, slip-resistant nosings?

Not captured

CORE-GL-02 Document

Is there a documented periodic premises inspection / repair program?

Not captured

CORE-GL-03 Visual

Are exterior walkways in good condition, well lit, and covered by a snow / ice plan?

Not captured

CORE-GL-04 Visual

Are parking lot controls in place — striping, signage, speed bumps, bollards at nose-in parking, and landscaping trimmed for sightlines?

Not captured

CORE-GL-05 Interview

Are light poles / elevated signs periodically inspected for internal corrosion?

Not captured

CORE-GL-06 Visual

Is the public separated from operations areas with signage and barriers (customers kept out of the shop / warehouse)?

Not captured

CORE-GL-07 Document

Do third-party service providers have written contracts with a defined scope of work?

Not captured

CORE-GL-08 Interview

Do contracts include indemnification / hold-harmless in the account's favor, and does legal counsel review them?

Not captured

CORE-GL-09 Document

Are certificates of insurance obtained from vendors and re-verified annually?

Not captured

CORE-GL-10 Interview

Are security guards on site? If so, note whether armed, contracted, and how they are trained.

Not captured

CORE-GL-11 Interview

Are there custodial care operations or an abuse / molestation exposure?

Not captured

Loss Analysis (all lines)

Core (all lines)0/3 captured

CORE-LA-01 Interview

Has there been notable loss activity in the past 5 years? Note trends by line (property, WC, auto, GL).

Not captured

CORE-LA-02 Interview

What were the underlying causes of the losses discussed?

Not captured

CORE-LA-03 Interview

What corrective actions have been taken — or are still needed?

Not captured

Management & Wrap-up

Core (all lines)0/3 captured

CORE-MG-01 Interview

How effective is management's commitment to risk control and safety (overall impression)?

Not captured

CORE-MG-02 Interview

Describe management's plans and willingness to complete recommendations.

Not captured

CORE-MG-03 Interview

Who owns the safety program day-to-day?

Not captured

Equipment Inventory

0/17 verified

Forklifts (propane)Expected: Yes · LOTO: Yes (when under repair)Not captured

Forklifts / order pickers (electric)Expected: Yes · LOTO: Yes (when under repair)Not captured

Battery charging stationsExpected: Yes · LOTO: YesNot captured

Propane cylinder storage cage (outdoor)Expected: Yes · LOTO: No / N-ANot captured

Pallet jacks (electric)Expected: Yes · LOTO: Yes (cord-and-plug exception possible)Not captured

Cardboard balerExpected: Yes · LOTO: YesNot captured

Trash compactorExpected: Sometimes · LOTO: YesNot captured

Conveyor / sortationExpected: Sometimes · LOTO: YesNot captured

Stretch wrapperExpected: Sometimes · LOTO: YesNot captured

Dock levelers / platesExpected: Yes · LOTO: YesNot captured

Overhead / automatic doorsExpected: Yes · LOTO: YesNot captured

Main electrical switchgear / panelsExpected: Yes · LOTO: YesNot captured

Rooftop HVAC unit(s)Expected: Yes · LOTO: YesNot captured

Standby generatorExpected: Sometimes · LOTO: YesNot captured

Sprinkler riser / OS&Y valve (if sprinklered)Expected: Sometimes · LOTO: No / N-ANot captured

Fire alarm panelExpected: Yes · LOTO: No / N-ANot captured

Refrigerated storage (if applicable)Expected: Sometimes · LOTO: YesNot captured