Dilapidation Survey Checklist

Require a dilapidation survey for your commercial property? At Commercial Building Surveyors we’ve put together an in-depth dilapidation survey checklist covering all 31 stages of the commercial surveying process.

When it comes to undertaking a schedule of dilapidation, dilapidation survey or delap survey, there is a typical approach that ensures the dilapidation report delivers an accurate representation of the tenant’s lease obligations, that’s then used for the commercial property‘s landlord claim.

As part of the commercial surveying process, a commercial building surveyor will request all of the required documentation from all parties to ensure that the schedule of dilapidation is a fair refection of the lease obligations, we’ve outlined all of the documents within our dilapidation survey checklist below so you know what to expect before instructing a commercial property surveyor.

This is a very important part of the process as it’s essential that the commercial building surveyor undertaking the instructions has all of the relevant documentation to ensure the dilapidation claim the landlord submits is accurate and in line with the lease obligations.

If you need any further information about dilapidation surveys or this dilapidation survey checklist, then just drop us an email and we’ll be happy to help.

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Dilapidation Survey Checklist (31 Stages)

1

The current Lease. Is the copy you have the ‘final ‘ copy as signed by both parties…or only a draft?

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2

Previous Leases/renewals if relevant.

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3

Details of any proposed Leases/Terms of Agreement at Court if under renewal or other Notices under the Landlord and Tenant Act.

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4

Previous Schedules of Condition if prepared at Lease commencement.

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5

Copies of Licences to Alter, consents, drawings, plans or specifications.

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6

A note of any key dates critical to preparation or service of a dilapidations or repairs notice, e.g. break clauses and notice periods, or terms for compliance by either Landlord or Tenant.

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7

Scale or other Lease plans, including historic copies or old letting particulars to check what is on site now and verify correspondence with title documents or what was on site previously at the commencement of the letting.

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8

Deeds of variation confirming any changes.

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9

If this is an interim schedule of dilapidations or repairs notice, full understanding of the reasons why (break clause?), general enforcement of repairs and decoration? Specific enforcement or pressure applied by Landlord (or Tenant) to observe repairs or other Lease terms.

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10

Is there an intention to forfeit the Lease and obtain possession of the property by the Landlord?

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11

Assignments or Licences to assign.

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12

Any side letters of other agreements between the Landlord and Tenant.

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13

Copies of inventories of fitting out, Landlord’s fixtures and fittings, etc.

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14

Any statutory or compliance notices affecting the property.

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15

Historic sales or letter details or records? Any current letting details?

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16

Evidence of rental/yields and investment performance on this or nearby premises which are similar and which might provide diminution in value evidence.

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17

A review of the Civil Litigation protocol between client and the Dilapidations Surveyor and any impacts this may have on the strategy.

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18

Confirmation of the VAT position of both Landlord and Tenant (and the VAT status of the building/investment).

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19

A double check of the full address of the property.

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20

Checking of notice period for access via the Tenant – are contact details via the estate office? Also verify there is no risk of “waiver” by the inspecting surveyor (check may be required with lawyer).

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21

Have staff onsite been made aware of an impending visit?

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22

Any special issues affecting the inspection:

  • Verify Asbestos Register is available and up to date.

  • Electrical test regime is available and up to date.

  • Gas appliance certification.

  • Alarms/access codes.

  • Any lone working or confined space issues.

  • Other “special” access requirements, e.g. requiring access plant, drone survey, etc.

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23

Planning – is the building Listed/in a Conservation Area of a scheduled ancient monument? Verify any special features which may impact on condition/repair strategy.

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24

Agreed scope and extent of inspection:

  • Service tests and mechanical and electrical included?

  • Special access arrangements.

  • Invasive surveys.

  • Sampling for tests.

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25

Are there other professionals to liaise with?

  • Legal team

  • Quantity surveyor (for quantified demand)

  • Valuer (diminution in value)

  • Other consultants

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26

Agree instructions including review of any:

  • Local bylaws

  • County or local regulations

  • Codes of professional practice

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27

Any special/local knowledge? Are there individuals or those on site with unique or special knowledge of the building or its history which may be important?

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28

Any marketing or letting issues including:

  • Proposed redevelopment or alterations

  • Refitting for letting out

  • Changes of use

  • Planning applications history and other Landlord proposals

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29

Any changes to fee agreement if the matter proceeds to Court? Acting as Expert Witness? Contingency fees? Will further investigation or preparation time be allowed for on fees?

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30

Client’s preference for alternative dispute resolution – mediation, arbitration or adjudication? Likelihood of progress if claimed to Court and Client’s preferences?

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31

Is the Surveyor to negotiate the claim or only prepare the Schedule of Dilapidations?

Check instructions

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We hope you found this dilapidation survey checklist helpful. At Commercial Building Surveyors, we offer Dilapidation surveys in the following parts of the UK: Dilapidation Survey Bristol, Dilapidation Survey London, Dilapidation Survey Manchester.

Or you can head straight here for more information about: Schedules of Dilapidation

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Summary
Dilapidation Survey Checklist | Commercial Building Surveyors
Article Name
Dilapidation Survey Checklist | Commercial Building Surveyors
Description
Find our free dilapidation survey checklist for you to use, our checklist outlines all of the documentations and stages of the building survey process.
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CBS
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