Hotel General Manager Handover Checklist

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Hotel General Manager Handover Checklist
Section 1: Review Of Owning Company Matters
1. 1. Property Agreement (Operating & management, or lease)
Yes
No
N/A
2. 2. Owning Company organization (who's who)
3. 3. Relationship with Owning Company
4. 4. Internal Owning Company relationship
Yes
No
N/A
5. 5. Owning Company file (problems, how to handle same)
6. 6. Equity position of owners. Are Board members management employees? Who has approval authority?
7. 7. Capital expense budget procedure with Owning Company
Yes
No
N/A
8. 8. Rehabilitation/renovation agreement or plans in progress?
Yes
No
N/A
9. 9. Board meeting timetable and previous minutes overview
Yes
No
N/A
10. 10. Review outstanding or pending owning company matters
Yes
No
N/A
11. 11. Traditional Property owning company events and courtesies extended to Board members and owning company employees?
Yes
No
N/A
12. 12. Establish date for presentation of incoming GM to Board
Yes
No
N/A
Section 2: Administrative And General
1. 1. Organization chart
Yes
No
N/A
2. 2. Outline union agreement (effective dates, relationship)
Yes
No
N/A
3. 3. Power of attorney
Yes
No
N/A
4. 4. Lawyer (review pending items, give legal update)
Yes
No
N/A
5. 5. Shop leases : 1 Outline each lease agreement
Yes
No
N/A
6. 6. Shop leases : 2 Review tenant relationships, programs, policies
Yes
No
N/A
7. 7. Shop leases : 3 Meet shop owners
Yes
No
N/A
8. 8. Outline contracts for utilities, entertainment and others
Yes
No
N/A
9. 9. Review Property relationships with bank, financial status
Yes
No
N/A
10. 10. Annual budget and forecasts, review and identify problem areas
Yes
No
N/A
11. 11. Marketing Plan
Yes
No
N/A
12. 12. Financial statement
Yes
No
N/A
13. 13. Goals incentive plan
Yes
No
N/A
14. 14. Administrative calendar (any problem areas)
Yes
No
N/A
15. 15. Complaints and method of handling some
Yes
No
N/A
16. 16. Department Head Meetings (time, format, history)
Yes
No
N/A
17. 17. Staff Committees(Do they meet? Are they effective? What has been their contribution for the budget?)
18. 18. Staff Committees(Do they meet? Are they effective? What has been their contribution for credit?)
Yes
No
N/A
19. 19. Staff Committees(Do they meet? Are they effective? What has been their contribution for the executive?)
Yes
No
N/A
20. 20. Staff Committees(Do they meet? Are they effective? What has been their contribution for Safety/Fire Prevention?)
Yes
No
N/A
21. 21. Staff Committees(Do they meet? Are they effective? What has been their contribution for sanitation?)
Yes
No
N/A
22. 22. Staff Committees(Do they meet? Are they effective? What has been their contribution for small savings?)
Yes
No
N/A
23. 23. Staff Committees(Do they meet? Are they effective? What has been their contribution for staff welfare?)
Yes
No
N/A
24. 24. Department training programs underway or planned?
Yes
No
N/A
25. 25. Capital expenditure budget and large purchase orders outstanding
Yes
No
N/A
26. 26. Signature authorization cards for bank accounts
Yes
No
N/A
27. 27. Who is authorized to sign ENT checks in Property?
28. 28. Review special festival days, holidays, promotions, history and recommendations.
Yes
No
N/A
29. 29. Insurance coverage review : 1 Property and fire insurance
Yes
No
N/A
30. 30. Insurance coverage review : 2 Guest liability (primary and contingent)
Yes
No
N/A
31. 31. Insurance coverage review : 3 Inventories (as per operating agreement)
Yes
No
N/A
32. 32. Insurance coverage review : 4 Property vehicles
Yes
No
N/A
33. 33. Insurance coverage review : 5 Insurance handled by owning company
Yes
No
N/A
34. 34. Insurance coverage review : 6 Insurance handled by Property
Yes
No
N/A
35. 35. Review safe combination policy for Property safe
Yes
No
N/A
36. 36. Review policy of Property Manager's keys
Yes
No
N/A
37. 37. Property Manager car(s) policy; who can use? Who controls?
38. 38. Property Manager's secretary
Yes
No
N/A
39. 39. Professional/social/fraternal memberships a. Safety deposit box at local bank
Yes
No
N/A
40. 40. Professional/social/fraternal memberships b. Business cards, special invitations, compliment cards
Yes
No
N/A
41. 41. Professional/social/fraternal memberships c. Property Manager's city ledger account policy
Yes
No
N/A
42. 42. Professional/social/fraternal memberships d. Property Manager apartment inventory
Yes
No
N/A
43. 43. Professional/social/fraternal memberships e. Known exceptions
Yes
No
N/A
44. 44. Professional/social/fraternal memberships f. Known but not budgeted capital expense items needed
Yes
No
N/A
45. 45. Professional/social/fraternal memberships g. Full inspection report, all areas of Property
Yes
No
N/A
46. 46. Professional/social/fraternal memberships h. Review and sign off Property Manager apartment and office inventory
Yes
No
N/A
47. 47. Professional/social/fraternal memberships i. Full examination of Property floor plans and drawings
Yes
No
N/A
48. 48. Professional/social/fraternal memberships j. Interview with Property doctor regarding general health of Property employees and specifically or individual department heads.
Yes
No
N/A
49. 49. Professional/social/fraternal memberships k. Labour relations should be discussed by incoming/outgoing Property Manager's and Human Resource Manager
Yes
No
N/A
Section 3: Local Status Information And Background
1. 1. Local Property associations
Yes
No
N/A
2. 2. Property licenses (liquor, business, occupancy, etc)
Yes
No
N/A
3. 3. Performing rights agreements on music royalties
Yes
No
N/A
4. 4. State of the National, including local political situation (if appropriate)
Yes
No
N/A
5. 5. Local customs and culture (do's and don'ts)
Yes
No
N/A
6. 6. Property history (anniversary date, traditional events)
Yes
No
N/A
7. 7. Pre-opening file (if applicable)
Yes
No
N/A
8. 8. Construction follow-up file (if applicable)
Yes
No
N/A
9. 9. Handover updated Property Manager address book
Yes
No
N/A
10. 10. Currency control central bank, if applicable
Yes
No
N/A
11. 11. Details of any foreign exchange regulations
12. 12. Tourism survey of city and/ or country
Yes
No
N/A
13. 13. Import restrictions and evaluation of impact on operations
Yes
No
N/A
14. 14. Details of existing or proposed price controls
15. 15. Status of local labour unions
Section 4: Manuals Inventory
1. 1. Property Manager's Handover/Checklist Manual
Yes
No
N/A
2. 2. Policies & Procedures Manual
Yes
No
N/A
3. 3. Training - Grooming
Yes
No
N/A
4. 4. Training - Telephone
Yes
No
N/A
5. 5. Marketing Plan (Past year and present)
Yes
No
N/A
6. 6. Marcom Guidelines
Yes
No
N/A
7. 7. Business Planning Manual
Yes
No
N/A
8. 7. Business Planning Manual
Yes
No
N/A
Section 5: HR Details
1. 1. HR Manager's background, experience and personal goals
Yes
No
N/A
2. 2. Complete personnel listing including name, position, salary, date and amount of last increase, date of hire and whether a union
Yes
No
N/A
3. 3. Read department heads' personnel file
Yes
No
N/A
Section 6: HR Policies
1. 1. Hours per week worked
2. 2. Vacation Policy
Yes
No
N/A
3. 3. National and religious holidays
Yes
No
N/A
4. 4. Hiring Policy
Yes
No
N/A
5. 5. Layoff Policy
Yes
No
N/A
6. 6. Firing Policy
Yes
No
N/A
7. 7. Sickness Procedure
Yes
No
N/A
8. Procedure
Yes
No
N/A
9. 9. Overtime Policy
Yes
No
N/A
10. 10. Bonus Policy; if applicable (end of year etc)
Yes
No
N/A
11. 11. Severance Pay
Yes
No
N/A
12. 12. Staff Housing
Yes
No
N/A
13. 13. Who lives in Property; name(s)/room/apartment number(s)
14. 14. Staff Transportion
Yes
No
N/A
15. 15. Transfer possibilities or promises
Yes
No
N/A
Section 7: Expatriate Staff
1. 1. Expatriate promises
Yes
No
N/A
2. 2. Transfer possibilities
Yes
No
N/A
3. 3. Contract status
Yes
No
N/A
4. 4. Vacation status
Yes
No
N/A
5. 5. Privileges
Yes
No
N/A
6. 6. Probable promotions
Yes
No
N/A
7. 7. Training for local employee replacement of expatriates
Yes
No
N/A
Section 8: Labour Laws And Regulations
1. 1. Minimum wages
Yes
No
N/A
2. 2. Minimum working age
Yes
No
N/A
3. 3. Retirement age : mandatory?
Yes
No
N/A
4. 4. Restrictions on employment
Yes
No
N/A
5. 5. Accident and disability insurance coverage
Yes
No
N/A
Section 9: Privileges And Benefits
1. 1. Department head privileges (pool, steward sales, etc)
Yes
No
N/A
2. 2. Employee privileges (meals, city ledger, etc)
Yes
No
N/A
3. 3. Union benefits
Yes
No
N/A
4. 4. Medical insurance and related benefits
Yes
No
N/A
5. 5. Cash advances, loans, uniform allowances and the like
Yes
No
N/A
6. 6. Pension or retirement plan or policy
Yes
No
N/A
7. 7. Other benefits
Yes
No
N/A
Section 10: Staff Welfare
1. 1. Committee contribution to staff welfare
Yes
No
N/A
2. 2. Activities and programs
Yes
No
N/A
3. 3. Employee cafeteria and locker area; condition and program
Yes
No
N/A
Section 11: Training Programs
1. 1. Training facilities (room, library, films, etc)
Yes
No
N/A
2. 2. Describe training programs by department
3. 3. Language program
Yes
No
N/A
4. 4. Training program, including staff exchanges program
Yes
No
N/A
5. 5. Government training program
Yes
No
N/A
6. 6. Supervisory training
Yes
No
N/A
7. 7. First aid training
Yes
No
N/A
8. 8. New hire orientation
Yes
No
N/A
Section 12: Employee Recognition
1. 1. Employee of the month program
Yes
No
N/A
2. 2. Awards, how often, next date gift if any, presentation ceremony custom
3. 3. Complimentary letters, commendations
Yes
No
N/A
4. 4. Suggestion box and means of response
Yes
No
N/A
5. 5. Employee newsletter
Yes
No
N/A
6. 6. History of annual outings, parties, etc
Yes
No
N/A
Section 13: Job Specifications
1. 1. Job descriptions all positions?
Yes
No
N/A
2. 2. Describe procedure for filling vacancies
Section 14: Others
1. 1. Staff turnover and related problems
Yes
No
N/A
2. 2. Accident reports and recent trends
Yes
No
N/A
3. 3. First aid boxes; location and upkeep
Yes
No
N/A
4. 4. Employee entrance control
Yes
No
N/A
5. 5. Are there periodic employee locker checks? When are these done?
Yes
No
N/A
6. 6. Confidential staff arrangements
Yes
No
N/A
Section 15: Annual Budget And Personal Performance Evaluation (PP&E)
1. 1. Review PP&E's Key Results Area (KRA)
Yes
No
N/A
Section 16: Personnel
1. 1. Controller's/Chief Accountant's background, experience and personal goals
Yes
No
N/A
2. 2. Technical competence of accounting staff
Yes
No
N/A
3. 3. Depth of staff and cross training program
Yes
No
N/A
4. 4. Any concerns?
Yes
No
N/A
Section 17: Finance
1. 1. Financing arrangements, if applicable
Yes
No
N/A
2. 2. Repayment of debt, if applicable
Yes
No
N/A
3. 3. Cash flow and cash forecast
Yes
No
N/A
4. 4. Fee earnings
Yes
No
N/A
Section 18: City Ledger
1. 1. Total outstanding and recent trends
2. 2. Number of days in city ledger
3. 3. Magnitude of bad debts and write off
4. 4. Overdue accounts and collection procedure
5. 5. Brief description of credit policy
Section 19: Inventories
1. 1. Special problems and control procedures
Yes
No
N/A
2. 2. Inventory policy
Yes
No
N/A
3. 3. Issuing hours/days of storerooms
Yes
No
N/A
4. 4. Steward sales to employees
Yes
No
N/A
Section 20: Cash
1. 1. Brief description of cash controls
2. 2. Amounts of house banks and individual limits
3. 3. Petty cash banks and control procedure and limitations
Yes
No
N/A
4. 4. Description of banking arrangements and policy
5. 5. Bonded employees and cashier over/short policy
Yes
No
N/A
Section 21: Payroll
1. 1. Brief description of payroll procedure and policy
Yes
No
N/A
2. 2. Mechanism for controlling payroll
Yes
No
N/A
3. 3. Overtime policy- who can authorize request
4. 4. Payroll control of department heads (time sheets etc)
Yes
No
N/A
5. 5. Policy on cash advances to employees and employee loans
Yes
No
N/A
6. 6. Brief description of employee benefits
7. 7. Procedure for casual labour
8. 8. Policy on employee city ledger and discounts, if applicable
Yes
No
N/A
Section 22: Contract And Leases
1. 1. Outside contractors for local services window washing etc.
Yes
No
N/A
2. 2. Major Property contracts (over S$1,500/=)
Yes
No
N/A
3. 3. Shop leases and any problem areas with shop
Yes
No
N/A
4. 4. Other contracts or leases, including history and status of barter arrangements and any unusual arrangements/charges
Yes
No
N/A
Section 23: Important Internal Procedures
1. 1. Employee meals in Property; do employee pay any costs? (applicable to hotels only)
Yes
No
N/A
2. 2. Procedure on employee dependent meals applicable to Property only
3. 3. Procedure on entertainment
Yes
No
N/A
4. 4. Check cashing and credit cards
Yes
No
N/A
5. 5. Procedure and control on advance deposit
Yes
No
N/A
6. 6. Unusual problem areas
Yes
No
N/A
7. 7. Travel agency commission payments
Yes
No
N/A
8. 8. Is the number of guest safety deposit boxes adequate? How do we handle guest valuables if no boxes available? (applicable to Property only)
Section 24: Reporting
1. 1. Any problems with items on administrative calendar
Yes
No
N/A
2. 2. Financial statements
Yes
No
N/A
3. 3. Preparation of budget and five-year plan
Yes
No
N/A
4. 4. Cost control
Yes
No
N/A
5. 5. Purchasing
Yes
No
N/A
6. 6. Receiving
Yes
No
N/A
7. 7. Payroll control
Yes
No
N/A
8. 8. Any unusual reporting requirements
Yes
No
N/A
9. 9. History and trends in incidents of workmen's compensation cases; guest incidents and claims; thefts
Yes
No
N/A
Section 25: Receiving And Stores
1. 1. Brief description of control points and procedure
2. 2. Special import/customs requirements or restrictions
Yes
No
N/A
3. 3. Status update of FF&E budget
Yes
No
N/A
4. 4. Inventory controls and par stock controls
Yes
No
N/A
5. 5. Quality control at receiving dock
Yes
No
N/A
6. 6. Brief description of storeroom controls, procedures
7. 7. Liquor issuing control
Yes
No
N/A
8. 8. Meet issuing control
Yes
No
N/A
9. 9. Goods receiving control and storage
Yes
No
N/A
Section 26: IS Installation
1. 1. Front Office System
Yes
No
N/A
2. 2. Back of the House
Yes
No
N/A
3. 3. Lease Back Owner's System
Yes
No
N/A
4. 4. F&B System
Yes
No
N/A
Section 27: Annual Budget Planning And PP & E
1. 1. Review budget and Personal Performance & Evaluation (PP&E) and Key Result Area (KRA)
Yes
No
N/A
Section 28: Personnel
1. 1. Background, experience and personal goals
Yes
No
N/A
2. 2. Profile of Managers
Yes
No
N/A
3. 3. Profile of telephone/uniformed services staff
Yes
No
N/A
4. 4. Profile of reservations/reception staff
Yes
No
N/A
5. 5. Provide list of FO department supervisors/key personnel
Yes
No
N/A
Section 29: Daily Operation And Coverage
1. 1. Hours of coverage : FOM and Assistant Manager
Yes
No
N/A
2. 2. Weekend coverage
Yes
No
N/A
3. 3. Morning briefings
Yes
No
N/A
4. 4. Schedule of Front Office meetings
Yes
No
N/A
5. 5. Front Office training programmes
Yes
No
N/A
Section 30: Guest Relations
1. 1. Profile of Guest Relations Manager
Yes
No
N/A
2. 2. Handling of VIP and repeat guests
Yes
No
N/A
3. 3. Describe promo cardex
4. 4. VIP courtesies and approvals
Yes
No
N/A
Section 31: Occupancies And Average Room Rate Trends
1. 1. Forecast last year, compared to actual
2. 2. Forecast this year, compared to actual (YTD)
3. 3. Impact of seasons on Property/(peaks and valleys)
4. 4. General and specific sources of business
5. 5. Provide a listing of major accounts of particular note
6. 6. When are forecasts prepared for department heads? Distribution?
7. 7. Provide a copy of Reservations on the books to date for next twelve months
Section 32: Facilities And Equipment
1. 1. General condition of reservations office and reception
2. 2. General state of operating equipment and impact on ongoing operations
Section 33: Annual Budget Planning And Personal Performance & Evaluation (PP&E)
1. 1. Review budget and PP&E
Yes
No
N/A
Section 34: Personnel And Productivity
1. 1. Executive Housekeeper's background experience and personal goals
Yes
No
N/A
2. 2. Appraisal of Assistant Housekeeper (s) and various supervisors
Yes
No
N/A
3. 2. Appraisal of Assistant Housekeeper (s) and various supervisors
Yes
No
N/A
4. 3. General caliber of staff
5. 4. Absenteeism/turnover of staff
Yes
No
N/A
6. 5. Day maids - average number of occupied rooms/day
7. 6. Night maids - average number of occupied rooms/night
8. 7. Day floor supervisors - average number of room assigned/day
9. 8. Hours of various shifts
10. 9. Hours of main linen room
Section 35: Furniture, Fixtures And Equipment (FF&E) - Guest Rooms And Public Areas
1. 1. Availability of interior designer's furniture arrangement plans and documentation (pictures of furniture, lamps, switches of fabrics, etc) - where located? Does EH have ready access to them?
Yes
No
N/A
2. 2. General condition
3. 3. Any extras/spares in storage
Yes
No
N/A
4. 4. Approximate age of and replacement program status for guest room box springs and mattresses
Section 36: Inventories
1. 1. Linen-guest rooms and F&B: Status and quality
Yes
No
N/A
2. 2. Linen-guest rooms and F&B: Par stocks in circulation, new in storage, on order but not received
Yes
No
N/A
3. 3. Linen-guest rooms and F&B: Review the more recent inventory recaps
Yes
No
N/A
4. 4. Linen-guest rooms and F&B: Handling of discards
5. 5. Uniforms: Status and quality
Yes
No
N/A
6. 6. Uniforms: Sufficient quality and in good repair
Yes
No
N/A
7. 7. Uniforms: Are uniforms fitted by a tailor? Is tailor on Property staff?
Yes
No
N/A
8. 8. Rollaway beds/bed boards/baby cribs: Quality is sufficient?
Yes
No
N/A
9. 9. Rollaway beds/bed boards/baby cribs: General condition?
Yes
No
N/A
10. 10. Rollaway beds/bed boards/baby cribs: Storage?
Yes
No
N/A
11. 11. Housekeeping equipment (vacuum cleaners, carpet shampoos, floor sc rub/polish machines, maid trolleys, etc): Sufficient quality?
Yes
No
N/A
12. 12. Housekeeping equipment (vacuum cleaners, carpet shampoos, floor sc rub/polish machines, maid trolleys, etc): General condition?
Section 37: Guest Room Supplies
1. 1. Are all standards provided?
Yes
No
N/A
2. 2. VIP special items
Yes
No
N/A
3. 3. Floral arrangement
Yes
No
N/A
4. 4. What lamp bulb wattage is used in guest room lamps? Who replaces burned out lamp bulbs?
Section 38: Keys
1. 1. Describe control system used for all keys issued to the Housekeeping department
Yes
No
N/A
2. 2. Overall Key Control structure for Property; Conventional Key or Electronic Card Key
Yes
No
N/A
Section 39: Lost & Found
1. 1. Storage, control, security
Yes
No
N/A
2. 2. Length of time unclaimed items stored
3. 3. Manner of disposal of unclaimed items
Section 40: Maintenance Work Orders
1. 1. Is system used?
Yes
No
N/A
2. 2. Is completion of work orders timely and generally satisfactory?
Yes
No
N/A
Section 41: Contracts With Outside Firms For Housekeeping Services
1. 1. Does Property use such services?
Yes
No
N/A
2. 2. If so, do you have copies of contracts?
Yes
No
N/A
3. 3. Are you satisfied with their services?
Yes
No
N/A
Section 42: Live-In Staff And/or Staff Housing
1. 1. Frequency and extent of housekeeping services provided
Section 43: Occupancy Forecasts/VIP Lists
1. 1. Are these received in time for proper planning?
Yes
No
N/A
Section 44: Communication Systems Between Main Linen Room And Guest Room Floors
1. 1. Staff telephone with light signal?
Yes
No
N/A
2. 2. Beepers?
Yes
No
N/A
3. 3. Room status system?
Yes
No
N/A
4. 4. Any major problems?
Yes
No
N/A
Section 45: In-House Transportation Systems
1. 1. Are there soiled linen and rubbish/trash chutes? If so, are they used? If not used? Why?
2. 2. Any unusual problems with service elevators?
Yes
No
N/A
3. 3. Is the practice of walking up one flight of stairs and walking down two flights of stairs (if not carrying bulky items) in lieu of using an elevator, in general apply to all Hotel/Apartment employees?
Yes
No
N/A
Section 46: Storage Space
1. 1. Adequate?
Yes
No
N/A
2. 2. If not, what is needed?
Section 47: Training Programs And Employee Meetings
1. 1. Discuss
Yes
No
N/A
2. 2. Have housekeeping employees been trained regarding what to do in case of fire and how to actually use a fire extinguisher?
Yes
No
N/A
3. 3. In general do all Hotel/Apartment employees observe the "No Smoking" areas of the Hotel/Apartment?
Yes
No
N/A
Section 48: Inspections
1. 1. Describe housekeeping inspection program Review program of General Manager/Executive Housekeeper
2. 2. Personal Hotel/Apartment inspection tours, and institute if not already in effect.
Yes
No
N/A
Section 49: Annual Budget Planning And Personnal Performance & Evaluation (PP&E)
1. 1. Review Executive Housekeeper's participation in both of these programs
Yes
No
N/A
Section 50: Personnel
1. 1. F&B Manager's background, experience and personal goals
Yes
No
N/A
2. 2. Appraisal of senior F&B supervisor
Yes
No
N/A
3. 3. Staffing needs and schedules
Yes
No
N/A
4. 4. Employment situation in area 1 Staff turnover and recruiting
5. 5. Employment situation in area 2 Availability and sources of new staff
6. 6. Employment situation in area 3 Competitive wage scale and impact on recruiting
7. 7. Employment situation in area 4 Transportation : any problem?
Yes
No
N/A
8. 8. Employment situation in area 5 Method of hiring casual labor (banquets, etc)
9. 9. Any commitments or promises made (promotions/transfers, etc) to present F&B staff?
Yes
No
N/A
Section 51: Overall Operation
1. 1. Positive points
Yes
No
N/A
2. 2. Negative points
Yes
No
N/A
3. 3. F&B payroll cost
4. 4. Food cost
5. 5. Beverage cost
6. 6. F&B improvement priorities
7. 7. Recommendations for new profit centers in F&B
Yes
No
N/A
8. 8. Guest questionnaires
Yes
No
N/A
9. 9. Operating inventory replacement needs
Yes
No
N/A
10. 10. Anticipated F&B rehab programs
Yes
No
N/A
11. 11. Outstanding CEA requests
Yes
No
N/A
12. 12. F&B linen storage, control and history of employee abuse
Yes
No
N/A
Section 52: F&B Outlets (recap Following For Each Outlet)
1. 1. Location
2. 2. Décor
Yes
No
N/A
3. 3. Space and seating capacity
Yes
No
N/A
4. 4. Hours of operation
5. 5. Review of outlet market 1 Total market
6. 6. Review of outlet market 2 What market segment do we get?
7. 7. Review of outlet market 3 Image in this market
8. 8. Review of outlet market 4 Special rates and considerations
9. 9. Equipments 1 Silver
Yes
No
N/A
10. 10. Equipments 2 China
Yes
No
N/A
11. 11. Equipments 3 Glassware
Yes
No
N/A
12. 12. Equipments 4 Linen
Yes
No
N/A
13. 13. Equipments 5 Other equipment
Yes
No
N/A
14. 14. Controls
Yes
No
N/A
15. 15. Maintenance required
Yes
No
N/A
16. 16. Cleanliness and sanitation
Yes
No
N/A
17. 17. Management structure and staff
Yes
No
N/A
18. 18. Present standard of product 1 Service
19. 19. Present standard of product 2 Food
20. 20. Present standard of product 3 Beverage
Section 53: Review Of F&B Menus And Wine Lists
1. 1. Price structure
Yes
No
N/A
2. 2. Competition
Yes
No
N/A
3. 3. Review by cost accounting
Yes
No
N/A
4. 4. Special menus
Yes
No
N/A
5. 5. Printing contracts
Yes
No
N/A
Section 54: Preventive Maintenance
1. 1. Outstanding repairs
Yes
No
N/A
2. 2. Maintenance orders procedure and effectiveness
Yes
No
N/A
3. 3. Special problems?
Yes
No
N/A
Section 55: Goals And Objectives
1. 1. Hotel/Apartment and divisional goals and objectives for current year
Yes
No
N/A
2. 2. What is being done to implement same?
Section 56: Marketing In F&B
1. 1. History : what has been tried or considered for each outlet?
2. 2. External promotional merchandising programs
Yes
No
N/A
3. 3. Internal promotional merchandising programs
Yes
No
N/A
4. 4. Advertising programs
Yes
No
N/A
5. 5. Public relations programs
Yes
No
N/A
6. 6. Competitive trends
Yes
No
N/A
7. 7. Marketing Plan
Yes
No
N/A
8. 8. Recommendations for merchandising improvements
9. 9. Evaluation of sales organization for F&B needs
Yes
No
N/A
Section 57: Entertainment
1. 1. History : what has been tried and what was successful
2. 2. Review existing contracts in summary
Yes
No
N/A
3. 3. Effectiveness of present entertainment program
Yes
No
N/A
4. 4. Policy on cover charge
Yes
No
N/A
Section 58: Minibars
1. 1. Staffing
Yes
No
N/A
2. 2. Describe controls
3. 3. Merchandising effectiveness in the guest room
Yes
No
N/A
4. 4. Any special problems?
Yes
No
N/A
Section 59: Banquet Office
1. 1. Banquet menus
Yes
No
N/A
2. 2. Banquet promotional material and brochures
Yes
No
N/A
3. 3. Current annual banquet forecast
Yes
No
N/A
4. 4. Banquet office set up and organisation
Yes
No
N/A
5. 5. Banquet sales program
Yes
No
N/A
Section 60: Purchasing Of F&B Goods
1. 1. Import restrictions which effect F&B
Yes
No
N/A
2. 2. Quality and availability of local products
3. 3. Who orders and who approves?
4. 4. Any problems?
Yes
No
N/A
Section 61: Receiving Of F&B Goods
1. 1. Quality control at receiving dock
Yes
No
N/A
2. 2. Procedure for receiving perishables and frozen goods.
Section 62: Employee Cafeteria (s)
1. 1. Policy
Yes
No
N/A
2. 2. Décor and ambiance
Yes
No
N/A
3. 3. Food quality control
4. 4. Mechanism for staff suggestions on improvements/menu
Section 63: Annual Budget Planning And Personal Performance & Evaluation
1. 1. Review budget and PP&E
Yes
No
N/A
Section 64: Personnel
1. 1. Executive Chef's background, experience and personal goal
2. 2. Main kitchen staffing structure
3. 3. Staffing structure other kitchens
4. 4. Profile of major supervisors and technical capabilities
5. 5. Recruiting and other problems
Yes
No
N/A
Section 65: Back-of-the-house Facilities
1. 1. Main Kitchen 1.Condition of equipment
2. 2. Main Kitchen 2.Storage and refrigeration
3. 3. Main Kitchen 3.Workflow
4. 4. Main Kitchen 4.Fire Control
5. 5. Main Kitchen 5. Recommendations for improvement
6. 6. Other kitchens
Yes
No
N/A
7. 7. Stewarding 1. Staffing structure
8. 8. Stewarding 2. Location and equipment
9. 9. Stewarding 3. Cleaning program
10. 10. Stewarding 4. Pest control
Yes
No
N/A
11. 11. Stores 1. Location
12. 12. Stores 2. Workflow
13. 13. Stores 3. Procedures
14. 14. Food production/quality
15. 15. Staff food cost conscientiousness and program to control
16. 16. Equipments 1. Status of existing equipment and repair
17. 17. Equipments 2. Equipment maintenance
18. 18. Equipments 3. Requirement for replacement of equipment
Yes
No
N/A
Section 66: Annual Budget Planning And Personal Performance & Evaluation
1. 1. Review budget and PP&E
Yes
No
N/A
Section 67: Personnel
1. 1. Sales Dir/Mgr's background, experience and personal goals
Yes
No
N/A
2. 2. Discuss quality of Sales Department Staff
Yes
No
N/A
Section 68: Review Current Property Marketing Plan In Summary
1. 1. Analysis of competition
Yes
No
N/A
2. 2. Sources of business
Yes
No
N/A
3. 3. Occupancy trends
Yes
No
N/A
4. 4. Room rate trends
Yes
No
N/A
5. 5. Top commercial producers
Yes
No
N/A
6. 6. Top travel agency producers (if any)
Yes
No
N/A
7. 7. Top airline producers (if any)
Yes
No
N/A
8. 8. Marketing strategy
Yes
No
N/A
Section 69: Rate Plan
1. 1. Discount authorities
Yes
No
N/A
Section 70: Guaranteed Company Rate Program (Applicable To Hotel Only)
1. 1. Rate structure
Yes
No
N/A
2. 2. Production and effectiveness
Yes
No
N/A
Section 71: Next Destination Program
1. 1. Implementation; who solicits
Yes
No
N/A
2. 2. Production and effectiveness
Yes
No
N/A
Section 72: Sister Property Program
1. 1. Participants
Yes
No
N/A
2. 2. Joint promotions
Yes
No
N/A
3. 3. Format of program
Yes
No
N/A
Section 73: Sales Program
1. 1. Describe the local sales program
Yes
No
N/A
2. 2. Sales trip and effectiveness
Yes
No
N/A
3. 3. Unusual features of the program
Yes
No
N/A
Section 74: Public Relations Program
1. 1. Media/press relations
Yes
No
N/A
2. 2. Staff relations
Yes
No
N/A
3. 3. Community relations program
Yes
No
N/A
4. 4. Advertising/in-house graphics
Yes
No
N/A
Section 75: Guest Relations
1. 1. Guest history
Yes
No
N/A
2. 2. Guest recognition and guest relation staff
Yes
No
N/A
3. 3. VIP amenities
Yes
No
N/A
Section 76: Current Advertising Plan
1. 1. Current Advertising Plan
Yes
No
N/A
Section 77: Annual Budget Planning And Personal Performance & Evaluation
1. 1. Review budget and PP&E
Yes
No
N/A
Section 78: Personnel
1. 1. Chief Engineer's background, experience and personal goals
Yes
No
N/A
2. 2. Discuss quality of professional staff
Yes
No
N/A
3. 3. Does the CE have an effective understudy?
Yes
No
N/A
4. 4. Is the staffing adequate?
Yes
No
N/A
5. 5. Has outside contracting been studied in lieu of underutilized or seasonal staffing?
Yes
No
N/A
6. 6. Are there any labour problems?
Yes
No
N/A
Section 79: Life Safety
1. 1. Fire control 1 Alarm system a. Who tests and when?
Yes
No
N/A
2. 2. Fire control 1 Alarm system b. Where do alarms ring in the Property?
Yes
No
N/A
3. 3. Fire control 1 Alarm system c. Is alarm system tied to city fire brigade?
Yes
No
N/A
4. 4. Fire control 2 Fire cart(s) and Property fire brigade a. Are there adequately equipped fire carts?
Yes
No
N/A
5. 5. Fire control 2 Fire cart(s) and Property fire brigade b. Discuss Property training program and drills
Yes
No
N/A
6. 6. Fire control 3 Fire procedures a. Arrange details and program for fire drill
Yes
No
N/A
7. 7. Fire control 3 Fire procedures b. Describe alert procedure: who calls whom?
Yes
No
N/A
8. 8. Fire control 3 Fire procedures c. Describe response procedure
Yes
No
N/A
9. 9. Fire control 3 Fire procedures d. Discuss training program and fire drill
Yes
No
N/A
10. 10. Fire control 3 Fire procedures e. Are drills conducted with city fire brigade?
Yes
No
N/A
11. 11. Fire control 3 Fire procedures f. Property procedures printed with local problems properly addressed and solved?
Yes
No
N/A
12. 12. Bomb threats 1 Describe alert and response procedure
Yes
No
N/A
13. 13. Bomb threats 2 Discuss history of threats and training program
Yes
No
N/A
14. 14. Electrical 1 Review emergency power system (if any)
Yes
No
N/A
15. 15. Electrical 2 What is attached to emergency generator?
Yes
No
N/A
16. 16. Electrical 3 What is history of power outages?
Yes
No
N/A
17. 17. Water quality 1 Describe water testing procedures and frequency a Kitchen (portability and hardness)
Yes
No
N/A
18. 18. Water quality 1 Describe water testing procedures and frequency b Boiler feed line (hardness only)
Yes
No
N/A
19. 19. Water quality 1 Describe water testing procedures and frequency c Guest bathroom (portability and hardness)
Yes
No
N/A
20. 20. Water quality 1 Describe water testing procedures and frequency d Swimming pool
Yes
No
N/A
21. 21. Water quality 2 Any problems with quality, supply or sewerage?
Yes
No
N/A
Section 80: Locks And Key Security
1. 1. Who controls keys? How are records kept?
Yes
No
N/A
2. 2. Who carries master keys, especially emergency and grand masters?
Yes
No
N/A
3. 3. Are there any missing master keys? Recovery status?
Yes
No
N/A
4. 4. When are apartment room door locks changed? Records kept?
Yes
No
N/A
5. 5. How many keys per year are being replaced?
Yes
No
N/A
Section 81: Reporting System
1. 1. What reports does CE make and which reports does CE keep?
Yes
No
N/A
2. 2. How does work order system operate?
Yes
No
N/A
3. 3. Review procedures for equipment inventory control
Yes
No
N/A
4. 4. Review procedures for equipment maintenance and repair control.Are schedules posted?
Yes
No
N/A
5. 5. What periodic inspection are presently scheduled?
Yes
No
N/A
Section 82: Energy Control
1. 1. How does Property Management handle energy control and conservation
Yes
No
N/A
2. 2. Is there an energy committee? Is it effective?
Yes
No
N/A
Section 83: Structural
1. 1. Are there any major problems with physical plant?
Yes
No
N/A
2. 2. Are there any civil violations pending or know?
Yes
No
N/A
3. 3. Are there any major repairs known but not budgeted?
Yes
No
N/A
Section 84: Other
1. 1. What is the relationship with Security Department? Are there any security functions handled by Property Management department?
Yes
No
N/A
2. 2. Does the CE have any concern?
Yes
No
N/A
Section 85: Annual Budget Planning And Personal Performance & Evaluation
1. 1. Review budget and PP&E
Yes
No
N/A
Section 86: Security Chief's Background, Experience And Personal Goals
1. 1. Security Chief's background, experience and personal goals
Yes
No
N/A
Section 87: General Security Measures
1. 1. Staff deployment on property and watchclock stations
Yes
No
N/A
2. 2. Special security systems (television, etc)
Yes
No
N/A
3. 3. VIP guest security (anything unique)
Yes
No
N/A
4. 4. Employee entrance security
Yes
No
N/A
5. 5. Timecard security
Yes
No
N/A
Section 88: Bomb And Terrorist Threat
1. 1. History of incidents
Yes
No
N/A
2. 2. Alert mechanism
Yes
No
N/A
3. 3. Implementation program following alert
Yes
No
N/A
4. 4. Training program
Yes
No
N/A
Section 89: Key Security
1. 1. Security of master and emergency keys
Yes
No
N/A
2. 2. Security of cashier safety deposit box keys
Yes
No
N/A
3. 3. Security of storeroom keys
Yes
No
N/A
Section 90: Cash Security
1. 1. Transport of daily deposits to local bank
Yes
No
N/A
2. 2. Transport of Property cashier's banks to/from outlets
Yes
No
N/A
3. 3. Burglar and holdup alarms
Yes
No
N/A
4. 4. Special cashier security during power outages
Yes
No
N/A
5. 5. Security of safe combinations
Yes
No
N/A
Section 91: Unregistered Guest Policy
1. 1. History of the problem, if any
Yes
No
N/A
2. 2. How is the policy handled
3. 3. Cooperation other Property and/or local police
Yes
No
N/A
Section 92: Guest Security
1. 1. Policy on changing apartment room door locks
Yes
No
N/A
2. 2. Missing master keys and recovery program
Yes
No
N/A
3. 3. Incidence of guest room thefts
Yes
No
N/A
4. 4. Guest safety deposit box security and procedures
Yes
No
N/A
Section 93: Death In The Property
1. 1. History
Yes
No
N/A
2. 2. Alert notification procedures
Yes
No
N/A
3. 3. Special security measures and religious procedures, where applicable
Yes
No
N/A
Section 94: Unusual Security Problems Or Procedures, If Approprate
1. 1. Heads of states
Yes
No
N/A
2. 2. Security of bulky valuables (fur coats, etc)
Yes
No
N/A
3. 3. Other
Section 95: Outside Contracts For Maintenance
1. 1. Major Property contractors
Yes
No
N/A
2. 2. Effectiveness of contractors (elevators, air conditioners, boiler plants, etc)
3. 3. Any problem areas?
Yes
No
N/A