Survey Queue
Order Request — from Minerva Reasoning Engine
ME
Ordered by Morgan Ellison(via chris-herzog)
Role: Loss Control
Submission ba435385-8f6e-4c91-966b-f519e64be4dc · Carpe ID c23d3f4f6146a68d
Submission ba435385-8f6e-4c91-966b-f519e64be4dc · Carpe ID c23d3f4f6146a68d
Ordered
Jul 16, 2026, 12:00 AM UTC
Pulse Request ID
PLS-2026-016215
Why — Areas of Interest (what needs attention)
restaurantfood serviceshospitality
Subject of the Order
Business nameLucy's
Address2300 Moores Mill Rd · Auburn, AL · 36830
Source of record: pulse_survey_requests · verbatim payload retained for audit Received · HMAC verified
LUCY'S
2300 MOORES MILL RD, AUBURN , AL 36830 · Job PLS-2026-000007
31
Photos
65
Answers
32
AI reads
Average
Risk grade
Reference
Survey Request (from MRE)
MRE request
BusinessLucy's
Requested byLoss Control
Areas of interestrestaurant; food services; hospitality
Why this survey was requested
Routed to Loss Control on: restaurant; food services; hospitality.
Reference
Basic Underwriting Report
CARRIER
SourceISO/Verisk Report AL2616300001
ScopeCarrier-provided property/COPE data (pp. 8-11)
Description of Operations
Tenant operates a dine-in, full-service restaurant (DBA "Lucy's") with interior dining areas, patio dining, and two separate kitchens at rear. Hours of operation are tabulated below.
Surveyor Comments
The insured, 2300 Moores Mill Road LLC. (owners: Peter and Francis Lieu), owns the 5,408 sq ft building as rental income and leases to a tenant operating a dine-in restaurant DBA "Lucy's". Insured purchased the building in 2017 when the current restaurant tenant occupied. Insured owns additional rental properties in the local area and lives out of town (North Carolina). Lease is a 5-year Absolute Net Lease — tenant responsible for all structural repairs, renovations, etc. 2017 updates: interior renovations and cosmetic updates, HVAC units, electrical and plumbing updates, roof inspection and repairs. Restaurant includes interior dining areas, patio dining, and two separate kitchens at rear. Paved parking along front with paved service driveway adjacent right. Sidewalks, railings, entryways satisfactory. Interior/exterior lighting adequate.
General Business
| Response | Detail | |
|---|---|---|
| Insured's interest | Owner | |
| Insured is | Sole Owner | |
| Years in business | 25 | At this location: 9 |
| Neighborhood | Commercial · Suburban | |
| Est. gross annual revenue | $0 | Information not available |
| Estimated annual payroll | $0 | N/A — building owner |
| Estimated values | Building: $1,000,000 (estimate) | Stock (inside): $0 (N/A) · Equipment: $0 (N/A) |
Hours of Operation
| Response | Detail | |
|---|---|---|
| Monday | 5:00 PM – 9:00 PM | Carpe observed: 5:00 PM – 9:00 PM ✓ |
| Tuesday | 5:00 PM – 9:00 PM | Carpe observed: 5:00 PM – 9:00 PM ✓ |
| Wednesday | 5:00 PM – 9:00 PM | Carpe observed: 5:00 PM – 9:00 PM ✓ |
| Thursday | 5:00 PM – 9:00 PM | Carpe observed: 5:00 PM – 9:00 PM ✓ |
| Friday | 10:30 AM – 2:00 PM · 5:00 PM – 10:00 PM | Carpe observed span: 10:30 AM – 10:00 PM ✓ |
| Saturday | 9:00 AM – 2:00 PM · 5:00 PM – 10:00 PM | Carpe observed span: 9:00 AM – 10:00 PM ✓ |
| Sunday | 9:00 AM – 2:00 PM · 5:00 PM – 9:00 PM | Carpe observed span: 9:00 AM – 9:00 PM ✓ |
| Total open per week | 43.5 hours | Per Carpe Data observed operations; corroborates carrier-stated schedule |
Building (COPE — Construction)
| Response | Detail | |
|---|---|---|
| Construction Class | 4 — Masonry Noncombustible (100%) | |
| Year built | 2003 | |
| Building area | 5,408 sq ft | |
| Number of stories | 1 | |
| Vacant or unoccupied areas | No | |
| Roofing/services updated | Yes | Heating: 2026 · Wiring: 2017 · Plumbing: 2017 · Roofing: 2017. Rubber membrane roof surface estimated original to construction (~2003). General repairs and preventative maintenance completed over the years. HVAC replaced as needed, serviced annually. Electrical and plumbing updates completed 2017 when tenant occupied building; roof inspection and minor repairs also completed 2017. No other major updates since 2017. |
| Exterior walls | 8" hollow-concrete block (HCB) with 4" brick veneer | |
| Roof system | Built-up steel joist, rubber membrane surface | Estimated original to 2003 construction |
| Attached canopy | 1,032 sq ft open-sided, combustible — sprinklered | Attached along front elevation |
| Fire extinguishers | ABC and K-type — credit extended | Last serviced/tagged May 2026 by OMNI Fire & Safety LLC |
Public Fire Protection
| Response | Detail | |
|---|---|---|
| ISO Public Protection Class | 2 | At risk: 2 |
| Responding fire department | Auburn | |
| Distance to fire department | 2 miles | |
| Hydrant within 1,000' of building | Yes | |
| Alternate water sources | No | |
| Risk easily accessible | Yes |
Private Fire Protection
| Response | Detail | |
|---|---|---|
| Fire extinguishers — number/type/spacing/maintenance | Yes | ABC and K-type adequately installed; annual service contract with OMNI Fire & Safety LLC., last serviced/tagged May 2026 |
| Automatic sprinkler system | Yes | Wet system, 100% of building covered; system receiving credit. Last 2" main drain test 5/5/2026 via OMNI Fire & Safety LLC. Water flow alarm device monitored via OMNI. |
| Fire detection system | Yes | Central Station (not Local) |
| Watchperson service | No | |
| Burglar alarm system | Yes | Central Station (not Local) |
Additional Coverages / Exposures
| Response | |
|---|---|
| Unusual extended coverage / VMM exposures | No |
| Unusual water damage or flood exposures | No |
| Unusual collapse exposures | No |
| Certificates of Insurance from subcontractors/vendors/lessees | Yes |
Additional Perils — Exterior (visibly satisfactory)
| Response | |
|---|---|
| Building maintenance | Yes |
| Parking lots, driveways | Yes |
| Yards, fences, sidewalks | Yes |
| Adjacent property | Yes |
| Signs, gutters, chimneys | Yes |
| Swimming pool | N/A |
Additional Perils — Interior (visibly satisfactory)
| Response | |
|---|---|
| Elevators/escalators | N/A |
| Ceilings, walls, floors | Yes |
| Stairs, handrails, fire escapes | Yes |
| Stock or merchandise | Yes |
| Public access areas | Yes |
| Proper marking of emergency egress routes | Yes |
| Emergency lighting for all exits and means of egress | Yes |
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· claude-opus-4-8
AI Loss-Control Assessment
The media presents a generally well-maintained hospitality risk. Lucy's is a single-story painted/gray brick restaurant with covered patio dining, ADA-compliant parking, and a bar and dining interior that appear clean, organized, and hazard-free. Importantly, fire protection controls were well documented: the kitchen exhaust hood is serviced on a 90-day cycle (KitchenGuard tags), the pre-engineered wet-chemical suppression system is properly mounted and current (Omni Fire & Safety, 2026), and a sprinkler riser with backflow, tamper switch, and FDC are present. The most material exposures are concentrated on the cooking line, where multiple photos show grease accumulation on hoods, filters, and cooking surfaces plus fryers positioned adjacent to open-flame equipment; a chemical-storage-over-food housekeeping issue was also noted. All three underwriter areas of interest — restaurant, food services, and hospitality — were well addressed by the captured media, which spanned exterior, dining, bar, and full kitchen/fire-protection views.
Med
Grease accumulation on kitchen exhaust hood, baffle/mesh filters, and cooking surfaces — Increase frequency of cooking-surface and hood degreasing between the documented 90-day professional cleanings; ensure all baffle filters are UL-listed, fully seated, and cleaned on a routine schedule.
Med
Deep fryers positioned adjacent to open-flame cooking equipment — Confirm suppression nozzle coverage over all fryer and open-flame appliances; where feasible, maintain separation or install a listed baffle/barrier between fryers and open-flame equipment.
Med
Cleaning chemicals stored above dry-food items — Relocate all cleaning chemicals to dedicated storage below or physically separated from food products, consistent with food-safety segregation practices.
Low
Propane patio heaters staged near combustible patio enclosure — Maintain manufacturer-specified clearances, secure heaters against tip-over, and store spare LP cylinders in an approved outdoor location away from ignition sources.
Low
Housekeeping and access obstructions (floor clutter/trash, obstructed sprinkler riser, minor pavement/walkway trip points) — Keep kitchen aisles and the fire-sprinkler riser clear at all times, and address pavement cracking and walkway irregularities as part of routine premises maintenance to reduce patron and staff slip/trip exposure.
Recommendations3 drafts awaiting review
26-2Deep fryers with exposed hot oil positioned adjacent to open-flame range without visible separationDraft AIImportant
Verify a baffle/separation is installed between fryers and open-flame equipment; keep fryer lids/covers available and maintain proper spacing per manufacturer and code guidance. (Basis: Open fryer vats of hot oil immediately beside open-burner ranges increase grease-fire ignition risk and present staff burn exposure along the cooking line, a leading cause of high-frequency kitchen loss.)
Derived from AI media assessment finding
26-4Grease accumulation on kitchen exhaust hood, baffle/mesh filters, and cooking surfacesDraft AIImportant
Increase frequency of cooking-surface and hood degreasing between the documented 90-day professional cleanings; ensure all baffle filters are UL-listed, fully seated, and cleaned on a routine schedule. (Basis: Multiple cookline and hood photos (Images 14, 16, 17, 18, 19) show grease buildup on hood surfaces, filters, griddles, fryers, and ranges — a leading ignition and fire-spread source in commercial kitchens. One image also noted less-effective mesh filters and a misaligned/gapped baffle filter allowing grease-laden vapor bypass.)
Derived from AI media assessment finding
26-5Deep fryers positioned adjacent to open-flame cooking equipmentDraft AIImportant
Confirm suppression nozzle coverage over all fryer and open-flame appliances; where feasible, maintain separation or install a listed baffle/barrier between fryers and open-flame equipment. (Basis: Images 14, 16, and 17 show hot-oil fryers sited directly beside open-flame ranges, griddles, and broilers, increasing the risk of grease flare-up, flash fire, and hot-oil spill along the cookline.)
Derived from AI media assessment finding
26-1Grease accumulation on cooking equipment, exhaust hood, and baffle filtersDismissed AIImportant
Maintain rigorous daily/weekly manual cleaning of cooking surfaces and filters between the professional 90-day hood service intervals; document interim cleaning to keep grease load minimized. (Basis: Visible grease/oil buildup on ranges, griddles, fryers, hood surfaces, and baffle filters across multiple frames constitutes the primary ignition and fire-spread fuel source in commercial kitchens, directly above and adjacent to open flame.)
Derived from AI media assessment finding
26-3Cleaning/sanitizing chemicals stored on overhead shelf above food and prep surfacesDismissed AIImportant
Relocate all chemicals to a dedicated, segregated storage area below and away from food, prep surfaces, and utensils per health-code separation requirements. (Basis: Chemical bottles stored above dry goods and prep areas create a food contamination exposure if they leak or spill, a recognized food-safety deficiency in food service operations.)
Derived from AI media assessment finding
26-6Cleaning chemicals stored above dry-food itemsDismissed AIImportant
Relocate all cleaning chemicals to dedicated storage below or physically separated from food products, consistent with food-safety segregation practices. (Basis: Image 15 shows jugs of cleaning chemicals on an upper shelf directly above dry-food storage, creating a food-contamination exposure if a container leaks or spills.)
Derived from AI media assessment finding
Field Data
Captured· Field
Field Documentation
31 Photos65 Answers
Evidence location: 0 of 31 captures verified on site · 31 off-site
Accommodation & Food Services Framework
seed v3-2026-07-01-q2 · resolved via risk type52
Answered
13
N/A
0
Not observed
0
Skipped
70
Not captured
0
Corrected
0
Voice memos
23
Evidence
1. Arrival & Exterior
Guided walk4/4 capturedAF-001 Visual
Capture a front-of-building photo and state the business name, address, and what is prepared or operated on site.
— 4
AF-002 Visual
What is the condition of the building exterior and signage?
Good
AF-003 Visual
Are the parking lot and walkways free of cracks, potholes, and ice?
Yes 4
AF-004 Visual
Are exterior stairs and ramps equipped with handrails, adequate lighting, and non-slip nosing?
Yes 1
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. Entry, Dining & Guest Areas
Guided walk7/7 capturedAF-005 Visual
Are the lobby and dining areas free of tripping hazards (rugs, cords, floor transitions)?
Yes 3
AF-006 Visual
Are interior stairs and ramps equipped with handrails, adequate lighting, and non-slip nosing?
N/A
AF-007 Visual
Are guest bathroom floors in good condition, with intact tile and proper drainage?
Yes
AF-008 Visual
Hotel: do guest room doors have working locks and secondary latches?
N/A
AF-009 Visual
Hotel: is a smoke detector present in each guest room, not painted over or covered?
N/A
AF-010 Visual
Hotel: is an egress / evacuation plan posted on each guest room door?
N/A
AF-011 Visual
Hotel: are balcony railings at least 42 in high, in good condition, and free of climbable features?
N/A
3. Pool / Spa (if applicable)
Optional5/5 capturedAF-012 Visual
Using a test kit, are the pool's free chlorine and pH readings within spec?
N/ARisk not present
AF-013 Visual
Is the pool enclosed by a fence at least 4 ft high with a self-closing, self-latching gate?
N/ARisk not present
AF-014 Visual
Are depth markers, no-diving signage, and lifesaving equipment in place at the pool?
N/ARisk not present
AF-015 Document
Are pool drain covers VGBA-compliant (compliance stamp visible)?
N/ARisk not present
AF-016 Visual
Is the pool area kept free of glass containers (pool / outdoor bar discipline)?
N/ARisk not present
4. Bar & Alcohol Service (if licensed)
Optional17/17 capturedAF-017 Document
Is the on-premise liquor license posted and current?
Yes
AF-018 Visual
Is ID-check / minimum-age signage displayed at the bar and POS?
Yes
AF-019 Visual
Is an ID scanner in use, or an acceptable-ID list posted?
Yes
AF-020 Visual
Are measured pour controls in use — jiggers, controlled-pour spouts, or POS tracking?
Yes
AF-021 Visual
Is bar bottle storage secured during off-hours?
Yes
AF-022 Visual
For banquets / catering: is alcohol served by bartenders only, with no self-serve open bottles?
Yes
AF-023 Visual
Is a BYOB / corkage policy posted?
N/A
AF-024 Visual
Is designated-driver / rideshare program signage displayed?
Yes
AF-025 Visual
Is there security presence or camera coverage of bar areas after dark?
Yes
AF-026 Document
Are TIPS / ServSafe Alcohol certifications current for servers and bartenders?
Current
AF-027 Document
Is a refusal-of-service / incident log maintained?
Yes
AF-028 Document
Is a dram-shop / host-liquor liability certificate on file?
Yes
AF-029 Document
Hotel: are room-service / minibar controls in place — replenishment log, ID checked at delivery?
N/A
AF-030 Interview
Describe the overservice policy — drink limits, last call, and how no-overservice is documented.
Guest is no longer served. Manager arranges for rideshare for guest if they drove themselves or ensured they are taken home by an accompanied guest.
AF-031 Interview
Describe how hours of service comply with state law and the liquor license.
Follow state laws
AF-032 Interview
Describe underage-employee restrictions (state-specific minimum ages to serve or pour).
Underage employees can take drink order but the drink is served by of age server.
AF-033 Interview
Describe how intoxicated guests are handled — escort, taxi, no key reissue.
Guest is asked to lave and Rideshare is offered. If they become out of control, law enforcement is called.
5. Kitchen — Food Safety (Prep & Holding)
Guided walk8/8 capturedAF-034 Visual
Are cold-hold temperatures in reach-ins / walk-ins at or below 41°F?
Yes
AF-035 Visual
Are hot-hold / steam table temperatures at or above 135°F?
Yes
AF-036 Visual
Do internal cook temperatures of proteins meet targets (poultry 165°F, ground beef 155°F)?
Yes
AF-037 Visual
Are date labels applied to prepped / opened food (7-day rule)?
Yes
AF-038 Visual
Are raw and ready-to-eat foods kept separated — boards, gloves, storage order?
Yes
AF-039 Visual
Is the handwash sink stocked with soap, hot water, and signage?
Yes
AF-040 Document
Is sanitizer concentration at the 3-compartment sink / wiping-cloth bucket within spec (test strip)?
Within spec
AF-041 Visual
Are the dishmachine's final-rinse temperature and sanitizer ppm within spec?
Within spec
6. Cook Line, Hood & Fire Protection
Guided walk10/10 capturedAF-042 Visual
Pan the cook line — fryers, ovens, ranges, and hood coverage — and capture make / model plates.
— 2
AF-043 Visual
How many deep fryers are on site?
3 2
AF-044 Document
Is the hood / duct cleaning tag current (NFPA 96)?
Yes 2
AF-045 Document High signal
Is the ANSUL / wet-chemical suppression inspection tag current, with nozzle caps in place?
Yes 2
AF-046 Visual
Is a Class K extinguisher located within 30 ft of the cooking line?
Yes 1
AF-047 Document
Are portable extinguisher tags current, with gauges green and units mounted and unobstructed?
Current 2
AF-048 Visual
How many marked exits are there?
4
AF-049 Visual
Are exit signs illuminated and egress paths unobstructed?
Yes
AF-050 Visual High signal
Do sprinkler heads have 18 in of clearance, with no paint or damage?
Yes
AF-051 Document
Is the 90-minute emergency lighting test documented in the logbook?
Yes
7. Back-of-House Floors & Practices
Guided walk3/3 capturedAF-052 Visual
Are kitchen / back-of-house floors free of grease and standing water, with mats in place?
Yes
AF-053 Visual
Is wet-floor signage available and used during mopping and spills?
Yes
AF-054 Visual
Is slip-resistant footwear worn by staff on shift?
Yes
8. LOTO & Equipment Power
Guided walk11/11 capturedAF-055 Visual
Is the lock / tag station stocked, with a uniquely-keyed lock for each employee?
N/A
AF-056 Visual
Are applied lockout tags legible — name, date, reason, and signature?
Yes
AF-057 Visual
Are slicers, mixers, and grinders locked out during blade changes or cleaning?
Yes
AF-058 Visual High signal
Is the walk-in cooler / freezer compressor locked out during service?
Yes
AF-059 Visual
Are hood / exhaust fans locked out during duct cleaning?
Yes
AF-060 Visual
Is the cord-and-plug exception applied correctly (plug under the worker's control)?
Yes
AF-061 Document High signal
Is there a written LOTO program covering kitchen / back-of-house equipment?
Yes
AF-062 Document
Are machine-specific energy-source procedure cards posted?
Yes
AF-063 Document High signal
Are annual LOTO procedure audit records available?
Yes
AF-064 Document High signal
Are employee LOTO training records available (authorized vs affected)?
Yes
AF-065 Interview High signal
Describe how contractor LOTO is coordinated during maintenance visits.
Employees are not to work in the area being maintained. Contractor shows their LOTO process. If they show they are working as expected, they are allowed to proceed with repair and service.
9. Records & Interview (wrap-up)
Guided walk0/3 capturedAF-066 Document
Are food handler / ServSafe certificates current?
Not captured
AF-067 Interview
Describe the allergen handling protocol in place.
Not captured
AF-068 Interview
Describe workplace violence / robbery training for front desk and late-shift staff.
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
0/33 verifiedWalk-in cooler compressor (electrical disconnect)Expected: Yes · LOTO: YesNot captured
Walk-in freezer compressor (electrical disconnect)Expected: Yes · LOTO: YesNot captured
Reach-in refrigeratorExpected: Yes · LOTO: Yes (cord-and-plug exception possible)Not captured
Reach-in freezerExpected: Yes · LOTO: Yes (cord-and-plug exception possible)Not captured
Ice machineExpected: Yes · LOTO: Yes (water + electrical)Not captured
Commercial dishmachine (door or conveyor)Expected: Yes · LOTO: YesNot captured
Commercial mixer (Hobart-class, >=20qt)Expected: Sometimes · LOTO: YesNot captured
Meat slicerExpected: Sometimes · LOTO: Yes (during blade change/clean)Not captured
Food processor / buffalo chopperExpected: Sometimes · LOTO: YesNot captured
Meat grinderExpected: Sometimes · LOTO: YesNot captured
Deep fryer (gas + electrical ignition)Expected: Yes · LOTO: Yes (gas + electrical)Not captured
Combi / convection ovenExpected: Yes · LOTO: Yes (gas + electrical)Not captured
Range / griddle / charbroilerExpected: Yes · LOTO: Yes (gas + electrical)Not captured
Tilt skillet / braising panExpected: Sometimes · LOTO: YesNot captured
Steam table / hot wellExpected: Yes · LOTO: YesNot captured
Dough sheeter / prooferExpected: Sometimes · LOTO: YesNot captured
Coffee brewer / espresso machine (high-volume)Expected: Yes · LOTO: Yes (water + electrical)Not captured
Hood / exhaust fan (rooftop or wall-mounted)Expected: Yes · LOTO: Yes (during cleaning/service)Not captured
ANSUL / wet-chemical hood suppression systemExpected: Yes · LOTO: Yes (during service)Not captured
Make-up air unitExpected: Yes · LOTO: YesNot captured
Rooftop HVAC unit(s)Expected: Yes · LOTO: YesNot captured
Boiler / water heater (commercial)Expected: Yes · LOTO: YesNot captured
Standby generatorExpected: Sometimes · LOTO: YesNot captured
Fire pumpExpected: Sometimes · LOTO: YesNot captured
Sprinkler riser / OS&Y valveExpected: Yes · LOTO: Yes (valve tamper / LOTO during work)Not captured
Commercial laundry washer (hotel)Expected: Sometimes · LOTO: YesNot captured
Commercial laundry dryer (hotel)Expected: Sometimes · LOTO: Yes (gas + electrical)Not captured
Garbage disposalExpected: Yes · LOTO: YesNot captured
Trash compactorExpected: Sometimes · LOTO: YesNot captured
Pool pumpExpected: Sometimes · LOTO: YesNot captured
Pool / spa heater (gas + electrical)Expected: Sometimes · LOTO: YesNot captured
ElevatorExpected: Sometimes · LOTO: Yes (annual cert + service LOTO)Not captured
Guest-room HVAC / PTACExpected: Sometimes · LOTO: Yes (cord-and-plug exception possible)Not captured
AI Loss-Control Assessment
88% confidenceFull AI synthesis and top exposures are shown under the Recommendations tab. Per-photo reads appear on each image below.