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Building Information
& Onboarding Form

1. Building Information:

Building Name:

Building Type:

Office Industrial Residential Educational Healthcare Other

Building Location:

Building Address:

Building Address 2 (optional):

Building City:

Building State:

Building Zipcode:

Building Profile:

Year Built:

Number of Floors:

Building Ownership:

Owned Leased Other

Total Square Footage:

Building Capacity:

Building Occupancy:

Major Renovations (if any):

Building Contacts:

On-Site Contact(s):

Property Management Company (if any)

Staff in Building Management:

Insurance Contact(s):

Architectural Contact(s):

Vendor Contact(s):

2. Building Condition and Maintenance

Overall Building Condition:

Excellent Good Fair Poor Other

Major Structural Issues (if any):

Roof Condition:

HVAC System:

Electrical System:

Plumbing System:

Fire Safety Systems:

Maintenance Schedule:

Energy Efficiency Measures:

Waste Management:

Contracted Services:

Technology Usage:

Resident / Tenant Communication:

Resident / Tenant Satisfaction:

3. Building Amenities and Services

Common Area Amenities:

Security Measures:

Parking Facilities:

Waste Management:

Energy Efficiency Initiatives:

4. Occupant Satisfaction and Needs

Occupant Satisfaction:

Space Utilization:

Environmental Conditions:

Amenities:

Safety & Security:

Communication:

5. Challenges and Opportunities

Planned Renovations or Expansions:

Major Facility Challenges:

Technology Integration:

Sustainability Goals:

6. Building Protocols

Electrical Protocols:

Electrical Building Document(s):

Equipment Protocols:

Equipment Building Document(s):

Water Protocols:

Water Building Document(s):

Access & Security Protocols:

Access & Security Building Document(s):

Other Protocols:

Other Building Document(s):

7. Additional Building Information

Additional Building Information:

Other Building Document(s):

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