Emergency Preparedness Checklist
Download our free Emergency Preparedness Checklist Excel template to streamline crisis workflows, automate processes, and boost operational productivity.
| Label | Value | Notes |
|---|---|---|
| Created by checklistguro.com | ||
| Property Assessment & Risk Identification (STEP) | ||
| Property Address(es) (LOCATION) | ||
| Potential Hazards (Select all that apply) (SELECTION options: Flood Zone, Earthquake Zone, Wildfire Risk, Hurricane/Severe Weather Risk, Landslide Risk, High Crime Area, Proximity to Hazardous Materials) | ||
| Description of Existing Safety Features (e.g., smoke detectors, security systems) (TEXT) | ||
| Estimated Property Value (for insurance purposes) (NUMBER) | ||
| Building Type (SELECTION options: Residential (Single Family), Residential (Multi-Family), Commercial (Retail), Commercial (Office), Industrial, Other) | ||
| Notes on Structural Vulnerabilities (e.g., age of building, foundation concerns) (TEXT) | ||
| Essential Documents & Records (STEP) | ||
| Backup of Property Deeds and Titles (UPLOAD) | ||
| Copies of Leases/Rental Agreements (UPLOAD) | ||
| Insurance Policies (Property & Liability) (UPLOAD) | ||
| List of Emergency Contacts (Tenants, Vendors, etc.) (TEXT) | ||
| Important Property Records (Inspection Reports, Maintenance Logs) (UPLOAD) | ||
| Last Backup Date of Digital Records (DATE) | ||
| Location of Physical Document Storage (if applicable) (TEXT) | ||
| Number of Copies of Critical Documents Kept Offsite (NUMBER) | ||
| Communication & Contact Information (STEP) | ||
| Emergency Contact List (Employees & Key Personnel) (TEXT) | ||
| Client/Tenant Emergency Contact Information Protocol (How to Obtain & Store) (TEXT) | ||
| Primary Communication Method (Employee/Team) (SELECTION options: Phone, Email, SMS/Text, Messaging App (e.g., Slack, Teams)) | ||
| Communication Methods for Client/Tenant Updates (SELECTION options: Email Newsletter, SMS/Text Alerts, Website Announcements, Social Media Updates, Phone Calls) | ||
| Emergency Hotline Number (Internal or External) (TEXT) | ||
| Last Communication Protocol Review Date (DATE) | ||
| Detailed Explanation of Communication Plan during Disaster (TEXT) | ||
| Tenant/Client Preparedness (If Applicable) (STEP) | ||
| Provide tenants/clients with a template for a personal/family emergency plan. (TEXT) | ||
| Distribute information on local emergency alerts and warning systems (e.g., text alerts, sirens). (SELECTION options: Email, Website, Printed Flyers) | ||
| Provide resources for creating emergency kits (e.g., checklists, recommended supplies). (TEXT) | ||
| How do you communicate emergency preparedness information to tenants/clients? (SELECTION options: In-person meetings, Email, Property Website, Printed Notices) | ||
| Provide a list of local emergency contact numbers (police, fire, hospitals, etc.). (TEXT) | ||
| Upload a document outlining building-specific emergency procedures (e.g., fire escape routes, assembly points). (UPLOAD) | ||
| Business Continuity & Operations (STEP) | ||
| Identify Critical Business Functions (TEXT) | ||
| Estimated Downtime Tolerance (in hours) (NUMBER) | ||
| Primary Communication Method for Business Continuity (SELECTION options: Email, Phone, Instant Messaging (e.g., Slack, Teams), Website/Portal) | ||
| Backup Location Options (Check all that apply) (SELECTION options: Remote Work Policy Implemented, Secondary Office Space, Cloud-Based Services, Data Backup & Recovery Plan) | ||
| Last Business Continuity Plan Review Date (DATE) | ||
| Describe Data Backup and Recovery Procedures (TEXT) | ||
| Designated Emergency Contact Person (within your business) (SELECTION) | ||
| Property-Specific Emergency Plans (STEP) | ||
| Identify potential hazards for this property (e.g., flood zone, wildfire risk, earthquake zone) (SELECTION options: Flood Zone, Wildfire Risk, Earthquake Zone, Hurricane Zone, Severe Weather (Tornadoes, Hail), Landslide Risk, None) | ||
| Describe specific evacuation procedures for tenants/occupants. (TEXT) | ||
| Mark the location of the nearest emergency shelter. (LOCATION) | ||
| Number of fire extinguishers and their locations. (NUMBER) | ||
| Date of last fire extinguisher inspection/certification. (DATE) | ||
| Describe procedures for securing the property after an emergency (e.g., preventing looting, damage control). (TEXT) | ||
| Primary power source in case of outage (if applicable) (SELECTION options: Generator, Solar Power, None) | ||
| Attach property-specific emergency plan document (if available) (UPLOAD) | ||
| Insurance & Legal Review (STEP) | ||
| Review Insurance Policy Coverage Amounts (NUMBER) | ||
| Document Review: Emergency-Related Clauses in Leases/Contracts (TEXT) | ||
| Confirm Coverage for Business Interruption (SELECTION options: Yes, No, Need to Review) | ||
| Review Liability Coverage Regarding Tenant Safety (SELECTION options: Adequate, Insufficient, Need to Review) | ||
| Date of Last Insurance Policy Review (DATE) | ||
| Notes from Legal Consultation Regarding Emergency Liability (TEXT) | ||
| Review of Evacuation Procedures Compliance with Local Laws (SELECTION options: Compliant, Needs Update, Not Reviewed) | ||
| Upload Copies of Relevant Insurance Documents (UPLOAD) |
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ESCROW OPENING CHECKLIST
Created by ChecklistGuro (https://checklistguro.com)
--- INITIAL SETUP & CLIENT INFORMATION ---
[ ] Escrow Officer (Escrow Officer 1, Escrow Officer 2, Escrow Officer 3)
[ ] Client Name (Buyer)
[ ] Client Name (Seller)
[ ] Client Contact Information (Buyer - Phone, Email, Address)
[ ] Client Contact Information (Seller - Phone, Email, Address)
[ ] Communication Preference (Buyer) (Email, Phone, Text)
[ ] Communication Preference (Seller) (Email, Phone, Text)
[ ] Date Client Instructions Received
--- PROPERTY INFORMATION & LEGAL DESCRIPTION ---
[ ] Property Address
[ ] Parcel Number(s)
[ ] Legal Description (Full)
[ ] Lot Size (Acres/Square Feet)
[ ] Property Survey (if available)
[ ] Property Type (Single Family Residence, Condominium, Townhouse, Land, Multi-Family, Commercial)
[ ] APN (Assessor's Parcel Number)
--- PARTIES & CONTACT INFORMATION ---
[ ] Buyer Full Name
[ ] Buyer Phone Number
[ ] Buyer Email Address
[ ] Seller Full Name
[ ] Seller Phone Number
[ ] Seller Email Address
[ ] Listing Agent Full Name
[ ] Listing Agent Phone Number
[ ] Listing Agent Email Address
[ ] Buyer's Agent Full Name
[ ] Buyer's Agent Phone Number
[ ] Buyer's Agent Email Address
--- PURCHASE AGREEMENT REVIEW ---
[ ] Review Purchase Agreement - General Comments & Summary
[ ] Effective Date of Purchase Agreement
[ ] Closing Date (as per Purchase Agreement)
[ ] Purchase Price (as per Purchase Agreement)
[ ] Contingency Types (Select all that apply) (Financing, Appraisal, Inspection, Sale of Buyer’s Property, Other (Specify))
[ ] Summary of Inspection Contingency Details (if applicable)
[ ] Summary of Appraisal Contingency Details (if applicable)
[ ] Earnest Money Deposit Amount Specified? (Yes, No)
[ ] Special Instructions/Riders/Addenda (Summarize)
--- FUNDING & LOAN INFORMATION ---
[ ] Loan Amount
[ ] Lender Name
[ ] Loan Officer Name
[ ] Loan Type (e.g., Conventional, FHA, VA) (Conventional, FHA, VA, USDA, Jumbo)
[ ] Estimated Closing Date (per Loan Commitment)
[ ] Interest Rate (per Loan Commitment)
[ ] Loan Commitment Details/Conditions (if applicable)
[ ] Loan Estimate (LE)
[ ] Funding Type (Wires, Check)
--- TITLE & INSURANCE ---
[ ] Title Company Selection (Company A, Company B, Company C, Other - Specify)
[ ] Title Company Order Instructions/Special Requests
[ ] Title Insurance Type (Standard, Extended, etc.) (Standard, Extended, Custom - Specify)
[ ] Estimated Title Insurance Premium (if known)
[ ] Date Title Search Ordered
[ ] Flood Certification Required? (Yes, No)
[ ] Copy of Preliminary Title Report (if available)
[ ] Endorsements Required? (Yes, No)
--- INITIAL DEPOSITS & FUNDS ---
[ ] Initial Deposit Amount
[ ] Source of Initial Deposit (e.g., Bank Name)
[ ] Deposit Account Number
[ ] Deposit Date
[ ] Confirmation Number (if applicable)
[ ] Earnest Money Deposit Amount
[ ] Method of Earnest Money Deposit (e.g., Wire Transfer, Check)
[ ] Copy of Deposit Confirmation (if available)
--- ESCROW FEES & DISCLOSURES ---
[ ] Escrow Fee Breakdown Explanation
[ ] Escrow Fee Amount
[ ] Earnest Money Deposit Amount
[ ] Payment Method for Initial Deposit (Check, Wire Transfer, Credit Card (with fee))
[ ] Copy of Initial Deposit Receipt (if applicable)
[ ] Disclosure of Potential Conflicts of Interest (if any) (No Conflicts, Conflicts Exist - Documented and Disclosed)
[ ] Summary of Key Disclosures Provided to Parties
[ ] Date Disclosures Provided to All Parties
--- END OF TEMPLATE ---
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