Form/checklist for Annual Service Check of Property

[Goodmanruthin]

Not sure if anyone can help, but the our Trustees have suggested that the Warden undertakes an Annual Check of each residents whole property (all rooms) to ensure that all is well and as a Duty of Care (Residents will obviously be made aware of this beforehand). Does anyone have such a checklist already in operation maybe as a speadsheet? Just a longshot but would help greatly as I am not well versed on excel or creating forms.

[clerk.stjohnswilton]

Hello

We don’t have a formal checklist, as our Warden has the experience to immediately notice those things that are awry, when she visits residents each day. However, you could do worse than have your Warden read the practical guide to caring for a home, available at:

https://www.confused.com/home-insurance/guides/monthly-maintenance-checks-for-your-home

and make a simple checklist of all the headings, to be referred to until the various points become second nature.

You’ll find that most of these ‘user checks’ are actually pretty obvious and don’t require any specialist knowledge. But, do remember that these sorts of checks are not the same as, or a substitute for, regular (eg 5 Yearly) property condition surveys, carried out by professional building surveyors (aka Quinquennial Inspections), looking at everything from radon to roof tiles, and leading to remedial maintenance projects (often) funded by an Extraordinary Repairs Fund.

Nick Stiven
clerk@stjohnswilton.org.uk

[Anonymous]

Hi, we have a checklist that used to carry out 6 month routine visits to our Almshouses. Please email me at clerk@standoncharities.org.uk and I’ll send you a copy. Helen.

[Anonymous]

Ignore – adding as a test to check my name appearing correctly

[HelenSurridge]

Test – please ignore

[JacquiLewis]

Hello, we have a form I can send to you. Email me for a copy. Jacqui
clerk@crookhamalmshouse.uk

• This reply was modified 3 months ago by JacquiLewis.

[Tina Collins]

Hi I have a checklist for our annual trustee visits welfare check/site inspection if you’d like a copy.
clerk.feoffee.osm@gmail.com

[Goodmanruthin]

Thank you to everyone. Your replies were very useful and Ill look forward receiving the checklists you have offered. I will email you so you can send to me. Also thank you for the links. Armed with everything I’ll soon be able to get cracking.

[Author]

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