CAU-Initial Inspection Form Part 2 v3.0

Property Coverage: Exposures: Special Hazards

Do any units have any fireplaces, any wood stoves, or any other solid fuel burning appliances *
- Yes
- No

Do any units have Wood Burning stoves or fireplaces *
- Yes
- No

Do any units have Electric stoves or fireplaces *
- Yes
- No

Do any units have Natural Gas stoves or fireplaces *
- Yes
- No

Do any units have Propane stoves or fireplaces *
- Yes
- No

Do any units have Other types of stoves or fireplaces not mentioned above *
- Yes
- No

Describe Other fuel *

Are there any missing spark arrestors *
- Yes
- No

Is there a lack of inspection and cleaning for wood buring *
- Yes
- No

Describe types and if wood burning, any requirements for inspection and cleaning *

Are gas/charcoal grills allowed or prohibited *
- Grilling is allowed
- Grilling is prohibited

Is the use of gas/charcoal grills restricted to grade level patios/decks and away from combustibles *
- Yes
- No

Are LP gas or Charcoal grills permitted above grade *
- Yes use is unrestricted allowing LP gas or charcoal grills to be used above grade
- No LP gas and Charcoal grills are restricted from being used above grade

Are electric grills permitted above grade *
- Yes
- No

Are piped natural gas grills permitted above grade *
- Yes
- No

Describe use of grills, types, and restrictions *

Are wood burning chimineas or fire pits allowed or prohibited *
- Burning is allowed
- Burning is prohibited

Are wood burning chimineas and fire pits restricted to grade level, a minimum of 25ft from buildings and combustibles *
- Yes
- No

Describe *

Is there any commercial cooking equipment *
- Yes
- No

Is there any Gas cooking equipment *
- Yes
- No

Is there any Electric cooking equipment *
- Yes
- No

Does a Nonstandard installation deficiency exist *
- Nonstandard installation
- Standard installation

Does a Non-UL300 system deficiency exist *
- Not a UL 300 system
- UL 300 compliant system

Does a No auto fuel shutoff deficiency exist *
- No auto fuel shutoff
- Auto fuel shutoffs are in place

Describe types of equipment, suppression system and exhaust *

Are there any other special or unique property hazards present at this association *
- Yes
- No

Describe *

Property Coverage: Exposures: Wildfire

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 *

Is the association located in or near a Very High Fire Hazard Severity Zone (VHFHSZ) *
- Yes
- No

Indicate the distance between the association and the VHFHSZ *

Does the association maintain a defensible space around the buildings *
- Yes
- No

Describe how this is or isn’t done *

Does the association have an emergency action plan in place *
- Yes
- No

Describe plan elements if there is a plan in place *
Attention Inspectors:
1. Save your work now.
2. Do a Ctrl-Click on this link to open this website in a new tab.
3. View this map of recognized communities at this website to answer the following FIREWISE questions. Once you locate the area on the map, click on the "Firewise sites in good standing..." icon to view the details for that area.

https://nfpa.maps.arcgis.com/apps/Viewer/index.html?appid=c4a788340df748f18d98d8363145bb67

Is this a FIREWISE community *
- Yes
- No

Year Obtained FIREWISE *

Describe any FIREWISE information *

Liability Coverage: Slip Trip Fall

Are the roads and parking areas free from slip fall hazards *
- Yes
- No

Describe hazard and if association is responsible for repairs *

Are sidewalks, walking trails and other exterior walking surfaces free from slip / fall hazards *
- Yes
- No

Is the area subject to prolonged freezing temperatures, ice and/or snow *
- Yes
- No

Do any downspouts discharge onto walkway / driveway (LC6) *
- Yes
- No

Do any downspouts discharge onto walkway / driveway (LC61) *
- Yes
- No

Downspout discharge flows across *
- Primary egress
- Secondary egress

Percent of units with downspout issue *

Describe ALL Trip/Fall hazards HERE. State whether the association is responsible for repairs *

Are there any interior common areas *
- Yes
- No

Are interior common areas free from slip/fall hazards *
- Yes
- No

Describe hazard *

Do all stairs (4 or more risers) and ramps have suitable handrails *
- Yes
- No

Describe specifically where they are missing *

Are adequate procedures for snow or ice removal in place *
- Yes
- No

Describe procedures including automatic response clause when contractors are involved and WHETHER UNIT OWNERS ARE REQUIRED TO CLEAR ANY WALKWAYS OR DRIVEWAYS *

Specific Snow Removal Information (Check all that apply) *
- Unit Owners ARE required to clear snow from any walkways or driveways
- Unit Owners ARE NOT required to clear snow from any walkways or driveways
- Contractor provides COI
- Contractor does NOT provide COI
- Contractor has an automatic response clause
- There is NO automatic response clause

Inches of snow to trigger automatic response? *
- 1 Inch
- 2 Inches
- 3 Inches
- 4 Inches

Is snow removal completed by a Contractor *
- Yes
- No

Name of Snow Removal Contractor *

Is snow removal completed by the Municipality *
- Yes
- No

Is snow removal completed by the Association *
- Yes
- No

Is snow removal completed by the Management company *
- Yes
- No

Is there adequate exterior illumination for parking areas and walkways *
- Yes
- No

Describe specifically where lighting is insufficient *

Are there any elevators or escalators *
- Yes
- No

Input the number of passenger elevators *

Input the number of freight elevators *

Input the number of escalators *

Are there any leveling problems *
- Yes
- No

Inspection status *
- No inspections
- All Inspected

Do any other elevator or escalator hazards exist *
- Other hazardous conditions exist
- No other hazardous conditions exist

List Other hazardous conditions *

Describe any elevator or escalator deficiencies *

Liability Coverage: Life Safety

Are there any interior common areas *
- Yes
- No

Are there adequate exits from all common areas that are free from deficiencies (such as Blocked exits, No panic hardware, Incorrect door swing, Not self closing, Other deficiencies) *
- Yes
- No

Are there any blocked exits *
- Blocked exits (Deficiency - Recommendation required)
- No Blocked exits

Do exit doors have panic hardware *
- No panic hardware (Deficiency - Recommendation required)
- Doors have panic hardware

Is there a door swing deficiency *
- Incorrect door swing (Deficiency - Recommendation required)
- Correct door swing

Are the doors self-closing *
- Not self closing (Deficiency - Recommendation required)
- Self closing

Are there any other exit deficiencies *
- Other Deficiency - (Recommendation required)
- No other deficiencies

Describe Other deficiency *

Describe deficiency and if association is responsible for repairs *

Does the Association have any RESIDENTIAL buildings which are over 3 stories and contain common hallways or lobbies *
- Yes
- No

Is adequate emergency lighting provided for the RESIDENTIAL buildings (LS17) *
- Yes
- No

Is adequate emergency lighting provided for the RESIDENTIAL buildings (LS20) *
- Yes
- No

Is there ANY emergency lighting for the RESIDENTIAL buildings *
- Yes
- No

Are there Battery powered emergency lights for the RESIDENTIAL buildings *
- Yes
- No

Are there Generator supplied emergency lights for the RESIDENTIAL buildings *
- Yes
- No

Were any emergency lights for the RESIDENTIAL buildings found to be Inoperative *
- Inoperative emergency lights found
- All emergency lights operative

Does the Clubhouse have emergency lighting *
- No Clubhouse
- The clubhouse has no emergency lighting.
- The clubhouse has adequate emergency lighting.
- The clubhouse has deficient emergency lighting.

Describe the adequacy or inadequacy of emergency lights. *

Are Unit Doors, in buildings with internal halls, Self-Closing *
- Yes
- No
- N / A

Are illuminated exit lights required for any of the buildings COVERED BY THIS POLICY *
- Required
- Not required

Are adequate illuminated exit signs provided for the RESIDENTIAL buildings where required (LS27) *
- Yes
- No

Are adequate illuminated exit signs provided for the RESIDENTIAL buildings where required (LS32) *
- Yes
- No

Are there ANY illuminated exit lights for the RESIDENTIAL buildings COVERED BY THIS POLICY *
- Yes
- No

Are there battery powered illuminated exit signs for the RESIDENTIAL buildings *
- Yes
- No

Are there Generator supplied illuminated exit signs for the RESIDENTIAL buildings *
- Yes
- No

Were any illuminated exit signs for the RESIDENTIAL buildings found to be inoperative *
- Inoperative illuminated exit signs found
- All illuminated exit signs operative

Does the clubhouse have illuminated exit signs *
- No Clubhouse
- The clubhouse has no illuminated exit signs.
- The clubhouse has adequate illuminated exit signs.
- The clubhouse has deficient illuminated exit signs.

Describe the adequacy or inadequacy of illuminated exit signs *

Are there any buildings over 3 stories with common areas *
- Yes
- No

Do the buildings have masonry-enclosed stair towers with self-closing Class A or B UL Listed fire doors *
- Yes
- No
- N / A (no masonry-enclosed stair towers)

Describe adequacy or inadequacy of stair towers, if required *

Are evacuation plans required to be posted *
- Required
- Not required

Are building evacuation plans posted, and drills conducted *
- Yes
- No

Describe posted evacuation plans and drills *

Are there any other life safety hazards present *
- Yes
- No

Describe exposure and controls *

Liability Coverage: Recreational Facilities

Does the association have any pools, spas, or saunas that they maintain *
- Yes
- No

How many pools are there *

How many spas are there *

How many saunas are there *

CAU Pool requirements

Is the pool surrounded by a 4 ft. or higher fence *
- Yes
- No

Is there a self-closing gate *
- Yes
- No (Recommendation required)

Are there Lifeguards *
- Yes
- No Lifeguards (not required)
- No Lifeguards (required) * * * A recommendation is required for this response

Is Lifesaving equipment present *
- Yes
- No (Recommendation required)

Are pool rules posted *
- Yes
- No (Recommendation required)

Are there depth markings on the SIDE of the pool *
- Yes
- No (Recommendation required)

What is the pool depth in Feet and Inches (Feet) *

(Inches) *

Are there any diving boards more than 3 feet high *
- Yes (Recommendation required)
- No

Is there a sliding board *
- Yes (Recommendation required)
- No

Are all pool, whirlpool and spa drains VGBA compliant *
- Yes
- No (Recommendation required)

Are there any tripping hazards *
- Yes (Recommendation required)
- No

Are there any memberships outside the Association *
- Yes
- No

What is the size of the pool *

Are there any deficiencies in the pool and/or spa ? *
- Yes
- No

Describe pool and / or spa deficiencies *

Is there a clubhouse, pool house or other type of recreational building(s) *
- Yes
- No

Describe use and list the gross area for each in the area table *

Is there a health club or fitness center *
- Yes
- No

Describe equipment and any outside memberships, trainers or other deficiencies *

Are there any playgrounds, tot lots, sports courts, golf courses or other recreational areas *
- Yes
- No

List each piece of playground equipment *

Do any deficiencies exist *
- Deficiencies exist
- No deficiencies exist

Describe equipment and any hazards noted with the equipment or surfacing material *

Are there any lakes, ponds, dams, detention/retention basins, rivers or beaches under association control *
- Yes
- No

Describe the number of each, any recreational uses permitted and how exposures are controlled *

Does the association have any exposure to alcohol, archery / firearms, daycare, equestrian activities, healthcare / medical, sponsored athletics or trap / skeet shooting *
- Yes
- No

Describe in detail and association responsibility *

Environmental Coverage: Prior Land Use

Describe prior land use *

Environmental Coverage: Tanks

Are there any aboveground (AST) or underground (UST) storage tanks on the property *
- Yes
- No

Enter the number of AST *

Enter the number of UST *

Is any secondary containment provided *
- Yes
- No

Provide the number of each and describe age, contents, UL Listings, tank capacity and any secondary containment provided. This includes plastic tanks that contain pool sanitizers *

Do any of the following deficiencies exist (Evidence of Leaks, No stanchions (AST), Not UL Listed, No tightness test) *
- Yes
- No

Is there any evidence of leaks *
- Yes
- No

Do any AST have No stanchions *
- Yes there is a deficiency (AST with no stanchions)
- No there aren't any AST lacking stanchions

Are there any tanks that are Not UL listed? *
- Not UL listed
- All tanks are UL listed

Are there tanks with No tightness test *
- No tightness test
- Tanks have been tightness tested

Describe deficiency, If UGST, provide date of last tightness test and any problems found *

Environmental Coverage: Wells and Septic Systems

Are there any wells on the property that are maintained by the association *
- Yes
- No

Describe system, any deficiencies and any special protection *

Is well water provided for the Units *
- Yes
- No

Is well water provided for Common buildings *
- Yes
- No

Is well water provided for an Irrigation system *
- Yes
- No

Is well water provided for Fire suppression *
- Yes
- No

Is well water provided for any Other use *
- Yes
- No

Describe Other use *

Are there any septic systems on the property that are maintained by the association *
- Yes
- No

Does the septic system take water from Common buildings *
- Yes
- No

Does the septic system take water from Units *
- Yes
- No

Does the septic system take water from 3rd parties *
- Yes
- No

Does the septic system take water from any Other sources *
- Yes
- No

Describe Other *

Describe deficiencies and any special protection *

Environmental Coverage: Water and Sewer Treatment

Are there any water treatment facilities maintained by the association on the property *
- Yes
- No

Is water sold to 3rd parties *
- Yes
- No

Is the water treatment facility operated by an independent contractor *
- Yes
- No

Are there annual outside inspections of the water treatment facility *
- Yes
- No

Is the water treatment facility adequately secured *
- Yes
- No

Describe system, any deficiencies and any special protection *

Are there any sewage treatment facilities maintained by the association on the property *
- Yes
- No

Does the sewer treatment facility receive 3rd party waste *
- Yes
- No

Is the average daily flow greater than 500,000 gallons *
- Yes
- No

Are there pump alarms *
- Yes
- No

Is there a generator *
- Yes
- No

Describe system, any deficiencies and any special protection *

Environmental Coverage: Hazardous Substances

Does the association store any pesticides, herbicides, paints, solvents, cleaning fluids pool chemicals or other chemicals *
- Yes
- No

What is the combined total gallons stored *
- 50 gallons or less
- More than 50 gallons aggregate

Is there any improper storage, handling, or use *
- Yes (Recommendation Required)
- No

Describe chemicals, how stored, any deficiencies and any special protection *

Are any pesticides, herbicides or fertilizers applied to the property *
- Yes
- No

Are pesticides, herbicides or fertilizers applied to the property by licensed applicators and handlers *
- Yes
- No

Are pesticides, herbicides or fertilizers applied to the property by a Landscaper *
- Yes
- No

Are pesticides, herbicides or fertilizers applied to the property by the Management Company *
- Yes
- No

Are pesticides, herbicides or fertilizers applied to the property by an Association Employee *
- Yes
- No

Is the public warned *
- Yes public is warned
- No the public is not warned

Are there any environmentally sensitive features on or within 500 feet of the property *
- Yes
- No

Describe handling of landscaping chemicals *

Is there any pollution at Neighboring exposures within 1000 feet of the Insured's property *
- Yes
- No

Describe neighboring exposures pollution *

Was there any evidence of mold observed *
- Yes
- No

Describe evidence of mold *

Were any buildings built prior to 1989 *
- Yes
- No

In buildings built prior to 1989, has there been any testing for, or remediation of, asbestos containing material *
- Yes
- No

Describe results/remediation and any remaining asbestos material *

Were any buildings built prior to 1978 *
- Yes
- No

In buildings built prior to 1978, has there been any testing for, or remediation of, lead paint *
- Yes
- No

Describe results/remediation *

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 or sprinkler lines
- Wind
- Fire
- Slip and Fall
- Other liability

Briefly list or describe the other liability *

If any of the above causes are checked, discuss trends and corrective measures implemented here *

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 *
- The Opinion of Risk becomes Satisfactory when the recommendation(s) are brought into compliance.
- Other Description for Opinion of Risk

Describe ALL OTHER Conditions that Affect Your Opinion of Risk for this Property *

RMS Modifiers, Recommendations, and Area Table 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).
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.
- 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.
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.

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.

REQUIRED FILES

After you fill out the required files, did you upload the files to the case ATTACH FILES area for this case? *
- Yes
- No
CAU RMS File

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

Did you include the required Aerial View photograph? *
- Yes
- No
CAU RMS File

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? *

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 = Obvious 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:

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-Initial Inspection Form Part 2 v3.0

Property Coverage: Exposures: Special Hazards

Property Coverage: Exposures: Wildfire

Liability Coverage: Slip Trip Fall

Liability Coverage: Life Safety

Liability Coverage: Recreational Facilities

CAU Pool requirements

Environmental Coverage: Prior Land Use

Environmental Coverage: Tanks

Environmental Coverage: Wells and Septic Systems

Environmental Coverage: Water and Sewer Treatment

Environmental Coverage: Hazardous Substances

Loss History

Recommendations

Opinion of Risk

RMS Modifiers, Recommendations, and Area Table 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).

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.

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.

RMS Modifiers Information

CAU-Initial Inspection Form Part 2 v3.0

Property Coverage: Exposures: Special Hazards

Property Coverage: Exposures: Wildfire

Liability Coverage: Slip Trip Fall

Liability Coverage: Life Safety

Liability Coverage: Recreational Facilities

CAU Pool requirements

Environmental Coverage: Prior Land Use

Environmental Coverage: Tanks

Environmental Coverage: Wells and Septic Systems

Environmental Coverage: Water and Sewer Treatment

Environmental Coverage: Hazardous Substances

Loss History

Recommendations

Opinion of Risk

RMS Modifiers, Recommendations, and Area Table 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).

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.

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.

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

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.

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: