6/16/26, 7:15 PMFor Internal use only
Risk Control Reporting
Prepared for Carpe Data
HERITAGE WHOLESALE CORP. — PORTLAND   , PORTLAND , OR

General Information

Survey Information

Survey Type:RenewalJob Number:001N-0ENNLHSurvey Date:02-Jul-2026Inside Survey?:YesContact Name:Ashley PerezContact Title:Director of FacilitiesContact Phone:(903) 670-8494Contact E-mail:ashley.perez@heritagewholesalecor.com

Risk Control Consultant

RCC Name:Robert VanceRCC Title:Senior Risk Control ConsultantRCC Phone:(552) 643-1586

Report Content

  • Survey Request (from MRE)

Lines of Coverage

  • Building
  • Business Personal Property
  • Business Income
  • General Liability

Location

Street Address 1:—City:PortlandState:ORZip Code:—SIC Code:5084SIC Description:Industrial Machinery & Equipment

Executive Summary

Survey awaiting field capture. Showing request data from the MRE queue.

https://riskcontrol.pulse.carpeintel.com/Print/SurveyInstance/fad2ed81-8b4f-4cf5-84c5-b30c0b2bc963/detail1/2
6/16/26, 7:15 PMFor Internal use only

Survey Request (from MRE)

MRE request
Business:Heritage Wholesale Corp. — Portland

Risk Quality Grade

Overall Risk Quality Grade (Location)

GradeScoreRange
SuperiorSuperiorUndesirable - Above Average
Overall Risk Quality Points:2
https://riskcontrol.pulse.carpeintel.com/Print/SurveyInstance/fad2ed81-8b4f-4cf5-84c5-b30c0b2bc963/detail2/2