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Comprehensive Facility Assessment Checklist

Professional site survey tool for conducting thorough facility assessments before quoting or servicing commercial cleaning contracts.

Location & Facility Details

  • Facility name and address
  • Total square footage
  • Number of floors/levels
  • Building type (office, warehouse, medical, retail, etc.)
  • Operating hours and access requirements
  • Key contact information

Area-by-Area Assessment

  • Reception/lobby areas
  • Office spaces and workstations
  • Conference/meeting rooms
  • Restrooms (number and size)
  • Kitchen/break rooms
  • Warehouse/storage areas
  • Specialized areas (cleanrooms, labs, etc.)

Surface & Flooring Inventory

  • Carpet type and square footage
  • Hard flooring (tile, vinyl, concrete)
  • Window count and accessibility
  • High-touch surfaces
  • Specialty surfaces requiring specific products

Dispensers & Fixtures Audit

  • Soap dispensers - type (manual/automatic), quantity, condition, refill type needed
  • Hand towel dispensers - type (C-fold, Z-fold, roll), quantity, condition
  • Toilet tissue dispensers - type (standard, jumbo, twin), quantity
  • Air freshener dispensers - quantity and preferred fragrance
  • Sanitizer stations - locations and refill requirements
  • Waste bins - sizes, quantities, liner requirements
  • Mop buckets and equipment storage

Consumables & Supplies Inventory

  • Hand towels - current type (C-fold, Z-fold, roll), monthly usage estimate
  • Toilet tissue - current type (standard, jumbo), monthly usage estimate
  • Hand soap - type (foam, liquid, antibacterial), fragrance preference, monthly usage
  • Surface cleaners - current products in use, preferences
  • Floor care products - type needed for different surfaces
  • Bin liners - sizes required, quantities
  • Sanitizers and disinfectants - compliance requirements
  • Air care products - preferences and frequency
  • Kitchen supplies - dishwashing liquid, surface wipes, etc.
  • Specialty products - glass cleaner, descaler, etc.

Current Supplies & Equipment

  • Existing cleaning products in use
  • Equipment on-site (vacuums, mops, etc.)
  • Storage space available
  • Delivery access and schedule preferences

Service Requirements

  • Cleaning frequency needed (daily, weekly, monthly)
  • Restocking schedule for consumables
  • Special requirements or protocols
  • Compliance needs (health, safety, industry-specific)
  • Waste management and recycling
  • Preferred service times

Health & Safety Considerations

  • COSHH requirements
  • Allergen sensitivities
  • Security protocols
  • Emergency procedures
  • PPE requirements

Use this checklist to: Ensure accurate quotes, identify all client needs, recommend appropriate products and services, establish clear service expectations, maintain professional standards, and calculate accurate monthly consumables requirements.

  • Free delivery on all orders over £200. Orders below this amount incur a delivery charge.
  • Standard delivery time: 2-3 business days.
  • Local business customers receiving direct delivery incur no charge.
  • Business customers using a courier will be charged for orders below £200.
  • We reserve the right to amend delivery charges with prior consultation.
  • Any issues (damaged/missing items) must be reported within 48 hours of receiving the order.
  • Returns for unwanted items are accepted within 14 days of purchase.
  • Items must be unused, in original packaging, and in resaleable condition.
  • Customers are responsible for return shipping costs.
  • Refunds are processed to the original payment method within 5-10 business days upon approval.
  • Contact us at sales@lifehygiene.com to request a Customer Return Number (CRN). Returns without a CRN will not be refunded.

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