CAU Re-Inspection 2020

CAU INSPECTION NOTICE:
PRINT TICKET DISCLAIMER:
The following instructions are ALL of the POSSIBLE CAU instructions.
SPECIFIC instructions pertaining to this inspection are at the top of the first LC360 form.
- Measurements are REQUIRED.
- NO Measurements are required.
- An interior unit inspection is REQUIRED (No bedrooms. Get photo of plumbing under the kitchen sink, the circuit breaker box, the fire place, the rear of the washer/dryer showing the plumbing and vents, and any obvious hazards).
- Inspect and Photograph all of the common buildings and features (pools, pool houses, club houses, elaborate roadway entrances, bridges, water features, and ALL Commercial Areas, etc. including the interiors).
- Inspect and Photograph all of the common buildings and features (pools, pool houses, club houses, elaborate roadway entrances, bridges, water features, and ALL Commercial Areas, etc. including the interiors).
- If a unit is available, please inspect a unit (No bedrooms. Get photo of plumbing under the kitchen sink, the circuit breaker box, the fire place, the rear of the washer/dryer showing the plumbing and vents, and any obvious hazards).
- NO interior unit inspection is required.
- The CAU RMS Modifiers file is REQUIRED for all CAU inspections.
- The CAU Vendor Recommendations Forms is required when there are NEW recommendations based on this inspection AND/OR when there are any PRIOR RECS not corrected from the previous report.
- The CAU Recommendations Check Narrative Form has been added for a compliance check of previous recommendations.
- The CAU Earthquake Form is required.

Header

Date of Inspection *
- Month
- Day
- Year
CLICK THE LINK IN THE FIRST CASE NOTE AT THE BOTTOM OF THE GENERAL INFORMATION PAGE TO VIEW PREVIOUS REPORTS.

Have you reviewed the Previous Report(s) *
- Yes
- No Previous Report

Contacts

Who Participated in Answering the Survey Questions (Check ALL that apply) *
- Mgmt Co PM by Phone
- Mgmt Co PM on-site
- Mgmt Co PM by email
- Assoc Board Member by Phone
- Assoc Board Member on-site
- Assoc Board Member by email
- Assoc Employee by Phone
- Assoc Employee on-site
- Assoc Employee by email
- Other

Describe other Interviewee and how they were interviewed. *

Often the contact name on the order is out of date. Give the full name of the person from the Management Company that you spoke with. (It is bad when the name entered here, is the name of a person... *

If you contacted someone from the Association, give their full name *

If you contacted someone from the Insurance Agency or someone else, give their full name *

Current Contact Phone Number: *

Current Contact Email Address: *

General Information

Association Type: (This answer is found in the "General Information" in the "Generic Fields" section. *
- Condo – Residential (or) HOA with Residential (or) Cooperative Apartment
- Condo – Office (or) HOA without Residential (or) HOA Master

Are there any discrepancies with the request, prior survey, or other available information *
- Yes
- No

Please Describe *

Did you inspect a unit

*
- Yes
- No

*
- Requested

*
- Not Requested

*
- Able to arrange
- Unable to arrange

Interior photos are VERY IMPORTANT to CAU. Were you able to get the required interior photos? *
- Yes The Inspector took the Required Interior Photos of an Occupied unit.
- Yes The Inspector took the Required Interior Photos of a Sales unit.
- Yes The Inspector took the Required Interior Photos of a Vacant unit.
- Yes A unit owner took the Required Interior Photos and sent them to the inspector.
- No There was no sales or vacant unit available. The contact asked a board member and the board member refused to provide the required interior photos.
- No There was no sales or vacant unit available and the contact refused to ask a board member to supply the required interior photos.
- No no unit was requested.
H&S and CAU will follow up with the Contact regarding ALL NO responses for the Required Interior Photos.

List unit number(s) or explain the reason why you did not access a unit *

Were there any special Under Writer questions *
- Yes
- No

Provide the requested answers *

Association and Management
Requirements for the next Description Box: provide an overall description of the community and it’s amenities INCLUDING:
year built, building styles and configuration, community layout, # buildings by type, # units, building style(s), # commercial/medical units & their location, etc.

If this is an office condo list the occupants.

Do not provide building construction details, operational information, exposure or control information in this section, this information is addressed later in the report.

Provide an overall description of community. *** IN YOUR OWN WORDS *** (copy and paste is not allowed) *

Does the HOA have any paid employees (This question refers to the HOA and NOT to the property management company or any Contractors) *
- The HOA has NO employees.
- The HOA HAS employees.

How many employees does the HOA have. *

Briefly describe what the employees do for the HOA *
Note to Inspector: YOU MUST ADD AN AERIAL PHOTO THAT IS ARRANGED TO BE THE FIRST PHOTO

Has the aerial photo been added and arranged to be the first of all photos? *
- Yes
- No
Note to Inspector: THE AERIAL PHOTO IS REQUIRED. IF YOU CAN NOT ATTACH ONE YOU ARE REQUIRED TO CONTACT THE H&S OFFICE FOR INSTRUCTION PRIOR TO SUBMITTING THIS CASE TO QA.

Have there been any significant changes with the board of directors *
- Yes
- No

Describe changes to the board *

Are there any special assessments planned or recently assessed *
- Yes
- No

Describe special assessments *

Are any units in arrears or foreclosure *
- Yes
- No

Discuss how many and the financial impact on the Association *

Have there been any changes to the number of rentals *
- Yes
- No

Describe the rental type (check ALL that apply) *
- There are no rentals at this time.
- Daily Rentals
- Weekly Rentals
- Monthly Rentals
- Weekend Rentals
- Year Round Rentals
- Seasonal Rentals
- Other

Name the other type of rental *

Describe the type of renter occupancy (check ALL that apply) *
- Rentals to college students
- Rentals to families
- Rentals to vacationers
- Other

Name other renter occupancy *

Currently, how many rental units are there? Give the UW some idea the number of units even if the contact says they do not know (Tip: try asking the contact if 30% are rental units - that will usua... *

Are there any short-term rentals? *
- Yes
- No

Describe: what type of short term rentals exit (seasonal, monthly, full year, etc.)? who is renting? (families, students, businesses, etc.), how many units are rented short term? *

Have there been any changes with the management company or manager *
- Yes
- No

*
- Self-managed
- Management Company

Describe changes in management *

Property Coverage

Is the property still under construction *
- Yes
- No

Describe current status *

Have there been any changes to public or private fire protection *
- Yes
- No

Describe changes in fire protection *

Is the Association located in Arizona *
- Yes
- No

For Arizona Only: Is this location serviced by a subscription based fire department *
- Yes
- No

Does the Association pay the subscription fees *
- Yes
- No

Name of the responding fire department *

Do any buildings have off-site central station monitoring of fire alarms *
- Yes
- No

What is the name of the central station Fire Alarm monitoring company *

Do any of the buildings have 9 or more stories *
- Yes
- No

Do all buildings with 9 or more stories have off-site central station monitoring of fire alarms *
- Yes
- No
Double Check Your Prior Answer

Do all buildings with 9 or more stories have off-site central station monitoring of fire alarms? *
- No

Describe *

Does the HOA set aside any money for replacing roofs (reserve funds, general funds, roof replacement program, etc.). (see help text for additional information) *
- Yes
- No

Describe how the HOA funds the roofs it replaces (planning, money/funds set aside, or a replacement program, etc.) *

Customer Specific Roof Information Requested (check ALL that apply) *
- A regular roof reserve study is performed.
- A portion of the HOA fee is reserved for roof repairs / replacement.
- A fee separate from the HOA fee is collected for roof maintenance.
- Funds are ONLY collected when roof maintenance is needed.
- Annual roof reviews are done by a licensed and insured roofing contractor.
- Annual roof reviews are NOT done by a roofing contractor
- but are done by the maintenance people.
- No annual roof reviews are done.

Roof Type: *
- Flat
- Hip
- Mansard
- Pitched

Describe the Roof Type (if mixed types, give a percentage for each type) *

Roof Covering: *
- Concrete/Clay Tile
- Membrane
- Wood Shingle/ Shake
- Metal
- Shingle (normal)
- Tar Gravel
- Shingle (wind resistive)
- Other (Describe)

Describe the Roof Covering Type (if mixed covering types, give a percentage for each type) *

What is the (average) age of the roof(s) *

Describe *

Has the association ever experienced a wind or storm-related loss *
- Yes
- No

Describe what was damaged and the status of the repairs *

Are there signs of prior storm damage to the roof or building: mismatched repairs, patches, damages to shingles, siding, flashing, soft metal, other *
- Yes
- No

Are there mismatched repairs *
- Yes
- No

Are there any patches *
- Yes
- No

Are there damages to roof shingles *
- Yes
- No

Are there damages to siding *
- Yes
- No

Are there damages to flashing/soft metals *
- Yes
- No

Are there any other damages *
- Yes
- No

Briefly describe Other: *

Describe damages and provide pictures *

Do any of the following exist: FRT Plywood(pre-80's) , missing spark arrestors, heat source in attic, roof heat cables *
- Yes
- No

Is there FRT Plywood (pre-80's) *
- Yes
- No
Double Check Your Prior Answer

Is there FRT Plywood (pre-80's)? *
- Yes

Are there missing spark arrestors *
- Yes
- No

Are there heat source(s) in the attic *
- Yes
- No

Are there roof heating cables *
- Yes
- No

Describe (FRT Plywood(pre-80's) , missing spark arrestors, heat source in attic, roof heat cables) *

Do any of these roof deficiencies exist: cracking, curling/cupping, blistering, missing shingles, granule loss, pooling/ponding, sagging flashing concerns *
- Yes
- No

Any Cracking *
- Yes
- No

Any Curling/Cupping *
- Yes
- No

Any Blistering *
- Yes
- No

Any Missing shingles *
- Yes
- No

Any Granule loss *
- Yes
- No

Any Pooling/Ponding *
- Yes
- No

Any Sagging *
- Yes
- No

Any Flashing concerns *
- Yes
- No

Describe any roof deficiencies *

Is there any rooftop equipment or other roof loading *
- Yes
- No

Describe equipment and any leases *

Overall Condition of Roofs: *
- New
- Good
- Average for Age
- Fair
- Poor
- Not Viewed

Explain any substandard rating or why the roof was not viewed *

Have there been any (major) updates to the electrical system(s) since the original installation *
- Yes
- No

Do any deficiencies exist *
- Yes
- No

Electrical System Age (YYYY) *

Describe what was upgraded and when, and describe any deficiencies *

Overall Condition of Electrical Systems: *
- New
- Good
- Average for Age
- Fair
- Poor
- Not Viewed

Explain any substandard rating or why the electrical system was not viewed *

Have there been any (major) updates to the plumbing system(s) since the original installation *
- Yes
- No

Do any deficiencies exist *
- Yes
- No

Plumbing System Age (YYYY) *

Describe what was upgraded and when, and describe any deficiencies *

Overall Condition of Plumbing Systems: *
- New
- Good
- Average for Age
- Fair
- Poor
- Not Viewed

Explain any substandard rating or why the plumbing system was not viewed *

Have there been any (major) updates to the HVAC system(s) since the original installation *
- Yes
- No

Do any deficiencies exist? *
- Yes
- No

HVAC System Age (YYYY) *

Describe what was upgraded and when, and describe any deficiencies *

Overall Condition of HVAC Systems: *
- New
- Good
- Average for Age
- Fair
- Poor
- Not Viewed

Explain any substandard rating or why the HVAC system was not viewed *

Are there any other property loss exposures present that require attention *
- Yes
- No

Describe other property loss exposures *

Is the association located in a region prone to wildfires *
- Yes
- No

Describe surrounding terrain, combustible fuel load in the community and any history of wildfires in the area *

Have there been any changes in the association’s proximity to a Very High Fire Hazard Severity Zone (VHFHSZ)? *
- Yes
- No

Describe changes. Indicate the new distance between the association and the VHFHSZ *

Liability Coverage

Does the condition of the roads or parking areas create a slip/fall hazard *
- Yes
- No

Describe the hazard, it's location, and if association is responsible for repairs *

Does the condition of the sidewalks/other walking surfaces create a slip/fall hazard *
- Yes
- No

Do any downspouts discharge onto walkway/driveway *
- Yes
- No

Describe the hazard, it's location, and if association is responsible for repairs *

Are there any interior common areas *
- Yes
- No

Does the condition of interior common areas create a slip/fall hazard? *
- Yes
- No

Describe interior common area hazards *

Does the condition of stairs or handrails create a slip/fall hazard (it is also a slip/fall hazard when stairs with 4 or more risers and ramps do not have suitable handrails) *
- Yes
- No

Describe specifically where the hazard exists *

Have there been any changes with building life safety features *
- Yes
- No

Describe changes and impact on association *

Have there been any changes to pools, saunas, spas or whirlpools *
- Yes
- No

Describe changes and impact on association *

Are there any pools, saunas, spas, or whirlpools *
- Yes
- No

Are all pool, whirlpool and spa drains VGBA compliant *
- Yes
- No
Double Check Your Prior Answer

Are all pool, whirlpool and spa drains VGBA compliant? *
- No

Describe the pools and any hazards. *

Have there been any changes to lakes, ponds retention/detention basins or other water features *
- Yes
- No

Do any water hazards exist *
- Yes
- No

Describe water hazards, any changes, and the impact on association *

Have there been any changes with the clubhouse, health club or fitness center *
- Yes
- No

Do any of these amenities exist *
- Yes
- No

Describe changes and impact on association *

Have there been any changes with playgrounds or other outdoor recreational area *
- Yes
- No

Do any of these amenities exist *
- Yes
- No

Describe changes and impact on association *

Are there any other liability loss exposures present that require attention *
- Yes
- No

Describe other liability exposures *

Environmental Coverage

Have there been any changes to aboveground or underground storage tanks? *
- Yes
- No

Describe changes *

Have there been any changes to wells (for drinking water) or septic systems *
- Yes
- No

Describe changes *

Have there been any changes with water or sewage treatment facilities *
- Yes
- No

Describe changes *

Have there been any changes regarding hazardous substances used on the property *
- Yes
- No

Describe changes *

Loss History

Have there been prior losses *
- Yes
- No

Discuss trends and any corrective measures implemented *

Is there a significant history of any loss causes *
- Yes
- No

Check all loss causes having significant history *
- Water damage
- Ice damming
- Frozen pipes/sprinkler lines
- Wind
- Fire
- Slip & Fall
- Other liability

Briefly list or describe the other liability *

Discuss trends and corrective measures implemented *

Recommendations
The Order say "YES" there are prior Recommendations.

The Order say there are "NO" prior Recommendations.

Are there any outstanding or prior recommendations *
- Yes
- No

What is the current status of prior recommendations *
- All completed
- Partially completed
- Not completed

Discuss rec status, and timetables and plans for completion *

Are there any new recommendations as a result of this inspection *
- Yes
- No

You MUST list the full and complete recommendations from the Rec library linked below. *

Opinion of Risk

What is your opinion of this association *
- Satisfactory
- Satisfactory w/ recommendations
- Unsatisfactory

Describe conditions that cause a rating less than satisfactory *

(Optional) Comment on the Satisfactory Rating. *

Recommendations, RMS Modifiers, and Area Table Files - Inspectors - Please Use the Following Links to aquire the Required Files
ATTENTION INSPECTORS:
- Save your work now.
- Use the following links to acquire the other required files.
- The CAU RMS Modifiers File is ALWAYS REQUIRED.
YOU MUST DOWNLOAD THIS NEW VERSION.

Ctrl-Click on the following link to download the RMS file (a MS-Excel with Macros file).
RMS File Ctrl Click here: https://drive.google.com/open?id=1ydj1shi8VFLxCzLVLKkBsQUpR02igSZF
- Note: The Effective Date can be found on the "Risk Management Survey Request" (see the link in the first case note).
SAVING THE FILE:

1. When the file is filled out, "Save As" using the file type of "Excel Macro-Enabled Workbook".

2. IMPORTANT! Please NAME THE FILE as CAU requires:

REPLACE the XXX with the policy number and then " RMS"
(the policy number is in the upper right corner of the screen).
File Name Format Example: 0000 RMS (where 0000 is the policy number)

Then upload the file to the Attach Files area on this case.

After you fill out the required RMS file did you upload it to the ATTACH FILES area for this case? *
- Yes
- No

Why were you unable to attach the RMS Modifiers file? *
- No access to Microsoft Excel
- Need help completing

Please call the H&S office for help completing/attaching the RMS file. The link to the file can be found above. Provide details on why you were unable to attach the required files. *
CAU AREA TABLE File

Ctrl-Click the following link to DOWNLOAD the CAU Area Table (MS-Excel).
When the file is filled out, save the file as a normal Excel workbook.

Area Table Excel Doc Ctrl Click here: https://drive.google.com/open?id=1K7uVR9FGB9l8gYi390SjCZi0zdBawi9b

IMPORTANT! Please NAME THE FILE as CAU requires:

Use the policy number and then " AREA TABLE"
(the policy number is in the upper right corner of the screen).
File Name Format Example: 0000 AREA TABLE (where 0000 is the policy number)

Then upload the file to the Attach Files area on this case.

After you fill out the CAU Area Table file, did you upload the file to the ATTACH FILES area for this case? *
- Yes
- No

Why were you unable to attach the Area Table file? *
- No access to Microsoft Excel
- Need help completing
CAU INSPECTION RECOMMENDATIONS
- Ctrl-Click the following link to DOWNLOAD the CAU Recommendations Form.
  
  Recommendations Word Doc Ctrl Click here: https://drive.google.com/open?id=18V6tMZr0-AUsDD23KdGyLJH_kH6bE3k8
- Fill out the CAU Recommendation Form (a MS-Word document).
- When the file is filled out, save the file as a Word document.
- Note: The Underwriter's name can be found on the "Risk Management Survey Request". The UW is the name following the "Requested By" field (see the link in the first case note).
IMPORTANT! Please NAME THE FILE as CAU requires:

Use the policy number and then " RECOMMENDATIONS"
(the policy number is in the upper right corner of the screen).
File Name Format Example: 0000 RECOMMENDATIONS (where 0000 is the policy number)
- Use the standard recommendations from the following link to the CAU recommendation library. Please copy and paste the recommendations from this file to the CAU Vendor Recommendation Form Word document.
  
  CAU Recommendations Library Ctrl Click here: https://drive.google.com/open?id=1LgSxgEEqQYFwcPEYNQ89gYIUdihgVI5
- Always add the location of the problem (enclosed in parentheses) to the end of each standard recommendation.
  
  REC PHOTOS:
- Include a photo of the issue in the standard photo area (not in the recommendations letter).
- Always check the "Is Hazard" box for the photos showing problems that generate a recommendation.
Be sure to add the following recommendation along with any other Recs you make.

Be sure to add the following recommendation along with any other Recs you make.

Be sure to add the following recommendation along with any other Recs you make.

After you fill out the CAU Recommendations file, did you upload the file to the case ATTACH FILES area for this case? *
- Yes
- No

Why were you unable to attach the New Recommendations file? *
- No access to Microsoft Excel
- Need help completing

RMS Modifiers Information

Roof Covering *
- 0 = Unknown
- 1 = Metal sheathing with exposed fasteners
- 2 = Metal sheathing with concealed fasteners
- 3 = Built-up roof or single-ply membrane roof with the presence of gutters
- 4 = Built-up roof or single-ply membrane roof without the presence of gutters
- 5 = Concrete / Clay tiles
- 6 = Wood shakes
- 7 = Normal shingles (55mph)
- 8=Normal shingle (55 mph) with Secondary Water Resistance (SWR)
- 9=Shingle rated for high wind speeds (110 mph)
- 10=Shingle rated for high wind speeds (110 mph) with Secondary Water Resistance (SWR)

Roof Age/Condition *
- 0 = Unknown
- 1 = 0-5 years
- 2 = 6-10 years
- 3 = 11-years or more
- 4 = Obviaous signs of deterioration and distress

Roof Geometry *
- 0 = Unknown
- 1 = Flat roof with parapets
- 2 = Flat roof without parapets
- 3 = Hip roof with slope less than or equal to 6:12 (26.5 degrees)
- 4 = Hip roof with slope greater than 6:12 (26.5 degrees)
- 5 = Gable roof with slope less than or equal to 6:12 (26.5 degrees)
- 6 = Gable roof with slope greater than 6:12 (26.5 degrees)
- 7 = Braced gable roof with slope less than 6:12 (26.5 degrees)
- 8=Braced gable roof with slope greater than 6:12 (26.5 degrees)

Roof Anchor *
- 0 = Unknown
- 1 = Toe nailing / No anchor
- 2 = Clips
- 3 = Single wraps
- 4 = Double wraps
- 5 = Structural

Opening Protection *
- 0 = Unknown
- 1 = All openings designed for large missles (flying debris)
- 2 = All openings designed for medium missles (flying debris)
- 3 = All openings designed for small missles (flying debris)
- 4 = All glazed openings designed for large missles (flying debris)
- 5 = All glazed openings designed for medium missles (flying debris)
- 6 = All glazed openings designed for small missles (flying debris)
- 7 = All glazed openings covered with plywood / oriented strand board (OSB)
- 8=At least one glazed exterior opening does not have wind-borne debris protection
- 9=No glazed exterior openings have wind-borne debris protection

Cladding Type *
- 0 = Unknown
- 1 = Brick veneer
- 2 = Metal sheathing
- 3 = Wood
- 4 = EIFS/Stucco
- 5 = Impact rated glazing
- 6 = Glazing not designed for impact with gravel rooftop within 1000 ft
- 7 = Glazing not designed for impact without gravel rooftop within 1000 ft
- 8 = Vinyl siding

Cripple Walls *
- 0 = Unknown
- 1 = No cripple walls
- 2 = Braced cripple walls
- 3 = Unbraced cripple walls

Frame Bolted to Foundation *
- 0 = Unknown
- 1 = Bolted
- 2 = Unbolted

Soft Story *
- 0 = Unknown
- 1 = No
- 2 = Yes

CAU Re-Inspection 2020

CAU INSPECTION NOTICE:

Header

Contacts

General Information

Did you inspect a unit

Association and Management

Do not provide building construction details, operational information, exposure or control information in this section, this information is addressed later in the report.

Property Coverage

Liability Coverage

Environmental Coverage

Loss History

Recommendations

Opinion of Risk

Recommendations, RMS Modifiers, and Area Table Files - Inspectors - Please Use the Following Links to aquire the Required Files

Save your work now.

Use the following links to acquire the other required files.

The CAU RMS Modifiers File is ALWAYS REQUIRED.

YOU MUST DOWNLOAD THIS NEW VERSION.

Ctrl-Click on the following link to download the RMS file (a MS-Excel with Macros file).
RMS File Ctrl Click here: https://drive.google.com/open?id=1ydj1shi8VFLxCzLVLKkBsQUpR02igSZF

Note: The Effective Date can be found on the "Risk Management Survey Request" (see the link in the first case note).

Ctrl-Click the following link to DOWNLOAD the CAU Recommendations Form.

Recommendations Word Doc Ctrl Click here: https://drive.google.com/open?id=18V6tMZr0-AUsDD23KdGyLJH_kH6bE3k8

Fill out the CAU Recommendation Form (a MS-Word document).

When the file is filled out, save the file as a Word document.

Note: The Underwriter's name can be found on the "Risk Management Survey Request". The UW is the name following the "Requested By" field (see the link in the first case note).

IMPORTANT! Please NAME THE FILE as CAU requires:

Use the policy number and then " RECOMMENDATIONS"
(the policy number is in the upper right corner of the screen).
File Name Format Example: 0000 RECOMMENDATIONS (where 0000 is the policy number)

Use the standard recommendations from the following link to the CAU recommendation library. Please copy and paste the recommendations from this file to the CAU Vendor Recommendation Form Word document.

CAU Recommendations Library Ctrl Click here: https://drive.google.com/open?id=1LgSxgEEqQYFwcPEYNQ89gYIUdihgVI5

Always add the location of the problem (enclosed in parentheses) to the end of each standard recommendation.

REC PHOTOS:

Include a photo of the issue in the standard photo area (not in the recommendations letter).

Always check the "Is Hazard" box for the photos showing problems that generate a recommendation.

Be sure to add the following recommendation along with any other Recs you make.

RMS Modifiers Information

CAU Re-Inspection 2020

CAU INSPECTION NOTICE:

Header

Contacts

General Information

Did you inspect a unit

Association and Management

Do not provide building construction details, operational information, exposure or control information in this section, this information is addressed later in the report.

Property Coverage

Liability Coverage

Environmental Coverage

Loss History

Recommendations

Opinion of Risk

Recommendations, RMS Modifiers, and Area Table Files - Inspectors - Please Use the Following Links to aquire the Required Files

Save your work now.

Use the following links to acquire the other required files.

The CAU RMS Modifiers File is ALWAYS REQUIRED.

YOU MUST DOWNLOAD THIS NEW VERSION. Ctrl-Click on the following link to download the RMS file (a MS-Excel with Macros file). RMS File Ctrl Click here: https://drive.google.com/open?id=1ydj1shi8VFLxCzLVLKkBsQUpR02igSZF

Note: The Effective Date can be found on the "Risk Management Survey Request" (see the link in the first case note).

Ctrl-Click the following link to DOWNLOAD the CAU Recommendations Form.

Recommendations Word Doc Ctrl Click here: https://drive.google.com/open?id=18V6tMZr0-AUsDD23KdGyLJH_kH6bE3k8

Fill out the CAU Recommendation Form (a MS-Word document).

When the file is filled out, save the file as a Word document.

Note: The Underwriter's name can be found on the "Risk Management Survey Request". The UW is the name following the "Requested By" field (see the link in the first case note).

IMPORTANT! Please NAME THE FILE as CAU requires: Use the policy number and then " RECOMMENDATIONS" (the policy number is in the upper right corner of the screen). File Name Format Example: 0000 RECOMMENDATIONS (where 0000 is the policy number)

Use the standard recommendations from the following link to the CAU recommendation library. Please copy and paste the recommendations from this file to the CAU Vendor Recommendation Form Word document.

CAU Recommendations Library Ctrl Click here: https://drive.google.com/open?id=1LgSxgEEqQYFwcPEYNQ89gYIUdihgVI5

Always add the location of the problem (enclosed in parentheses) to the end of each standard recommendation.REC PHOTOS:

Include a photo of the issue in the standard photo area (not in the recommendations letter).

Always check the "Is Hazard" box for the photos showing problems that generate a recommendation.

Be sure to add the following recommendation along with any other Recs you make.

RMS Modifiers Information

YOU MUST DOWNLOAD THIS NEW VERSION.

Ctrl-Click on the following link to download the RMS file (a MS-Excel with Macros file).
RMS File Ctrl Click here: https://drive.google.com/open?id=1ydj1shi8VFLxCzLVLKkBsQUpR02igSZF

IMPORTANT! Please NAME THE FILE as CAU requires:

Use the policy number and then " RECOMMENDATIONS"
(the policy number is in the upper right corner of the screen).
File Name Format Example: 0000 RECOMMENDATIONS (where 0000 is the policy number)

Always add the location of the problem (enclosed in parentheses) to the end of each standard recommendation.

REC PHOTOS: