Window & Door Survey Template
Building:
Location:
Client:
Assessor:
Date:
Documentation
Descriptions
For large surveys, establish code system, spreadsheet chart, drawings
For each opening, identify by:
Elevation
Floor
Location
Purpose (window, door, vent, other)
Door materials
wood
metal
composition
polymer
glass
Sample spreadsheet
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sash
weather-stripping
storm windows
screens
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Condition Classifications
G - Good condition
F - Fair condition
P - Poor condition
M - Missing
Treatment Classifications
1. no intervention
2. clean, scrape & repaint (Repair Class I)
3. minor repairs (re-glaze & re-putty) (Repair Class II)
4. major repairs - replace wood (Repair Class III)
5. reproduce/ replace
Numbering Systems and Codes
Simple method
N/2/10/A/2
elevation/story/#/condition/ treatments
Common Conservation Strategies
Sash- repair or replace decayed or broken rails, muntins, stiles as required
- duplicate molding profiles, dimensions, species, joinery
Glass - replace broken & missing panes (maybe replace cracked glass)
Putty - replace missing and deteriorated putty (if more than 1/3 poor, consider replacing all)
Paint - refinish deteriorated coatings to protect wood & putty, slightly lap paint onto glass to obtain seal
Balance system - replace broken or frayed sash cord
Functionality - remove excess paint from sash sides, frames, parting beads
- plane only if necessary to relieve structural changes
- coat bare wood with wax or clear sealant
- adjust locks & latches & counter-balance systems
- open weep holes at outside sill
Sills- refinish to keep out moisture
- heavy checking or decay may require consolidation and filling prior to painting, in extreme cases sill may require replacement
Interior sash
weather strip to insure tight seal to inside, heated air
Storm windows
inspect & repair to improve functionality
exterior - (little infiltration, positive drainage)
interior - tight air seal ( allow outside sash to breathe)
Replacements
If necessary, match dimensions, design, molding profiles for replacement