Survey Queue
ORTEGA STREET LOFTS
, SANTA BARBARA , CA · Job PLS-2026-DEMO04
0
Photos
4
Answers
0
AI reads
Average
Risk grade
Reference
Survey Request (from MRE)
MRE request
BusinessOrtega Street Lofts
Pending
Probable Maximum Loss (PML)
Fire
PerilFire
LikelihoodLow
Calc methodEngineering Judgment PML Method
Building PML %0%
Building PML $0 USD
BI PML $0 USD
Operations
No operations detail recorded for this survey yet.
Financial / Loss
Valuation and loss analysis are pending carrier-supplied data.
Recommendations
UW decision console →AI· Opus 4.8
AI Loss-Control Assessment
No AI assessment has been run on the captured media yet.
Recommendations
No recommendations yet. Run field capture / AI assessment, or use “Derive from findings”.
Field Data
Captured· Field
Field Documentation
0 Photos4 Answers
Real Estate Framework
seed v3-2026-07-01-q2 · resolved via assignment0
Answered
4
N/A
0
Not observed
0
Skipped
116
Not captured
0
Corrected
0
Voice memos
0
Evidence
1. Arrival & Exterior
Guided walk0/11 capturedRE-001 Visual
Capture a front-of-property photo — name and address; state the number of stories and approximate floor area.
Not captured
RE-002 Visual
What is the predominant construction class?
Not captured
RE-003 Interview
What year was the building built, and when was the last major renovation?
Not captured
RE-004 Visual
Are exterior walls free of cracks and spalling, with EIFS (if present) in good condition?
Not captured
RE-005 Visual
Are windows sealed, with no broken panes?
Not captured
RE-006 Visual
Are sidewalks free of trip hazards (elevation changes over 1/4 in) and settlement?
Not captured
RE-007 Visual
Is the parking lot free of potholes, with clear striping and compliant ADA spaces and ramps?
Not captured
RE-008 Visual
Is exterior lighting adequate at entries and in the lot?
Not captured
RE-009 Visual
Is the trash enclosure managed — fire access maintained, combustibles controlled, adequate distance from the building?
Not captured
RE-010 Visual
Are any vacant units secured, with no signs of squatters?
Not captured
RE-011 Visual
What is the external / flood exposure?
Not captured
1b. Operations & Occupancy Interview
Core (all lines)0/6 capturedCORE-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. Roof (if accessible)
Guided walk0/4 capturedRE-012 Visual
What is the condition of the roof covering — membrane and ponding?
Not captured
RE-013 Interview
How old is the roof covering?
Not captured
RE-014 Visual
Are roof scuppers and drains clear?
Not captured
RE-015 Document
Is the roof inspection current, with warranty status known?
Not captured
3. Common Areas & Interior Premises
Guided walk0/6 capturedRE-016 Visual
Is the lobby flooring safe — smooth transitions, mats in place, slip-resistant?
Not captured
RE-017 Visual
Do stairs have handrails at 34–38 in, nosing in good condition, and adequate lighting?
Not captured
RE-018 Visual
What is the condition of common-area housekeeping?
Not captured
RE-019 Visual
How effective are security controls — lighting, access control, cameras?
Not captured
RE-020 Visual
Are common areas and corridors free of combustible storage?
Not captured
RE-021 Visual
Is there ongoing construction or tenant build-out activity?
Not captured
4. Life Safety Systems
Guided walk0/13 capturedRE-022 Document High signal
Is the fire alarm panel free of trouble lights, with a current inspection tag?
Not captured
RE-023 Document High signal
At the sprinkler riser: is the control valve open, gauge pressure normal, and the 5-year tag current?
Not captured
RE-024 Interview High signal
What portion of the building is sprinklered?
Not captured
RE-025 Visual High signal
Are sprinkler heads clear (18 in) and undamaged?
Not captured
RE-026 Document High signal
Capture the latest sprinkler maintenance contract or bill.
Not captured
RE-027 Document
Does the backflow preventer have a current annual test tag?
Not captured
RE-028 Document
Are weekly fire pump run logs maintained, with a current annual flow test?
Not captured
RE-029 Visual
Are standpipes / FDC accessible, with caps in place?
Not captured
RE-030 Document
Are portable extinguishers current — tag, gauge, mounting, signage?
Not captured
RE-031 Visual
Are exit signs illuminated and unobstructed?
Not captured
RE-032 Document
Is the 90-minute emergency / egress lighting test log available?
Not captured
RE-033 Visual
What smoke / CO detection is provided in common areas and units?
Not captured
RE-034 Visual
Are egress paths and stairwells clear and lit?
Not captured
5. Mechanical & Electrical Rooms
Guided walk0/8 capturedRE-035 Visual
Do electrical panels have 36 in of clearance and labels, with no double-taps?
Not captured
RE-036 Visual
Are panels and wiring free of overload and damage?
Not captured
RE-037 Visual
Is the transformer / switchgear room clean, with no storage?
Not captured
RE-038 Document
Is the boiler / chiller inspection certificate current?
Not captured
RE-039 Visual
What is the primary heating type?
Not captured
RE-040 Document
Is the elevator inspection certificate posted and current?
Not captured
RE-041 Visual
Is HVAC maintained — filters, condensate drains, exterior unit fencing?
Not captured
RE-042 Document
Is the generator ready — adequate fuel, working transfer switch, load-test logs?
Not captured
6. Tenant & Occupancy Risk
Guided walk0/3 capturedRE-043 Visual
What is the predominant occupancy?
Not captured
RE-044 Interview
Flag any hazardous tenant mix — restaurant, nail salon, auto, etc.
Not captured
RE-045 Visual High signal
Are vacant units secure — locked, with sprinklers active?
Not captured
7. Habitational Amenities (if multifamily)
Optional4/4 capturedRE-046 Visual
Is the pool / spa compliant — fence height, self-closing gate, depth markers, drain covers?
N/A
RE-047 Visual
Is playground equipment in good condition, with adequate fall-surfacing depth?
N/A
RE-048 Visual
Are balcony rails at a compliant height, with proper spindle spacing?
N/A
RE-049 Interview
Are dog breed restrictions enforced (lease / signage)?
N/A
8. Records & Interview (wrap-up)
Guided walk0/4 capturedRE-050 Document
Is there a snow / ice management plan with a log?
Not captured
RE-051 Document
Are tenant certificates of insurance on file?
Not captured
RE-052 Document
Are vendor COIs on file — snow, landscaping, security?
Not captured
RE-053 Interview
Describe the incident log and slip-and-fall history.
Not captured
Fire Protection — Systems & Monitoring
Core (all lines)0/8 capturedCORE-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 capturedCORE-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 capturedCORE-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 capturedCORE-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 capturedCORE-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 capturedCORE-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 capturedCORE-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
0/24 verifiedFire pump (electric or diesel)Expected: Yes · LOTO: Yes (during service)Not captured
Sprinkler riser - main control valve / OS&YExpected: Yes · LOTO: Yes (valve tamper / LOTO during work)Not captured
Fire alarm panelExpected: Yes · LOTO: Partial (during service - placed on test)Not captured
Standpipe / FDCExpected: Yes · LOTO: N/A (passive)Not captured
Backflow preventerExpected: Yes · LOTO: Yes (during annual test)Not captured
Boiler - hot water or steamExpected: Yes · LOTO: Yes (multi-energy: gas, water, electrical)Not captured
ChillerExpected: Sometimes · LOTO: Yes (electrical + refrigerant)Not captured
Cooling towerExpected: Sometimes · LOTO: Yes (electrical + water)Not captured
Make-up air unitExpected: Sometimes · LOTO: YesNot captured
Rooftop HVAC unit(s)Expected: Yes · LOTO: YesNot captured
Smoke control / stair-pressurization fanExpected: Sometimes · LOTO: YesNot captured
Domestic booster pumpExpected: Sometimes · LOTO: YesNot captured
Refrigeration plant (if grocery / cold-storage tenant)Expected: Sometimes · LOTO: Yes (multi-energy + refrigerant)Not captured
Main electrical switchgearExpected: Yes · LOTO: YesNot captured
Distribution panels (tenant / common)Expected: Yes · LOTO: YesNot captured
Owned transformer (pad-mount or vault)Expected: Sometimes · LOTO: Yes (utility coordination)Not captured
Standby generator (diesel)Expected: Yes · LOTO: YesNot captured
Automatic transfer switch (ATS)Expected: Yes · LOTO: YesNot captured
UPS / battery backupExpected: Sometimes · LOTO: Yes (stored energy)Not captured
Elevator(s)Expected: Yes · LOTO: Yes (annual cert + service LOTO)Not captured
Escalator(s)Expected: Sometimes · LOTO: YesNot captured
Pool / spa pump and heaterExpected: Sometimes · LOTO: YesNot captured
Trash compactor / chute compactorExpected: Sometimes · LOTO: YesNot captured
Laundry room equipmentExpected: Sometimes · LOTO: Yes (gas + electrical)Not captured