Window & Door Survey Template

Building: Location:

Client: Assessor: Date:

Documentation

Photographs
elevations details Drawings elevations sections types details Descriptions Window types & style double hung; (9/6) casement: (2W/6H) fixed: (3W/2H) Frame inside dimensions outside dimensions

dimensions and profiles of sills, stools, casings, mullions Sash dimensions (width, height, thickness) profiles (muntins, stiles, rails) wood species Panes glass dimensions glass types Hardware and counter-balance system Dimensions inside dimensions outside dimensions dimensions and profiles of sills, stools, casings, mullions Age/ group For large surveys, establish code system, spreadsheet chart, drawings For each opening, identify by: Elevation Floor Location Purpose (window, door, vent, other)

Door configuartions hinged single hinged double sliding

Door types

flush

panelled

panes other Door materials wood metal composition polymer glass

Door casings & thresholds inside dimensions outside dimensions dimensions and profiles of casings, thresholds, panel moldings

Age/ group

Sample spreadsheet Features sash bottom rail top rail side stiles muntins panes cames supports & wires glass cracks holes broken missing bulges soil & corrosion glazing compound/ putty points paint/ finish previous repairs alignments balance system sash cords Conditions Treatment recommendations

weights pulleys pins springs

locks & latches

frame exterior casing & brick mold sills (drainage) headers interior casing parting beads & stops stool alignments weather-stripping cushion strips backing/sticking fasteners alignments storm windows wooden stiles top rail bottom rail muntin hinges hooks

side clamps alignments aluminum stiles rails corner angles panes gaskets spring clips frame sides tracks tops bottoms drains alignments screens frame sides top bottoms stretchers wire screening holes & tears edge separation sag fasteners alignments

shutters stiles rails slats panels hinges

latches dogs position alignments

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) Weatherization felt vinyl strips metal strips foam strips clay cord removal caulking Replacements only if missing or beyond repair Document existing conditions If necessary, match dimensions, design, molding profiles for replacement Document existing designs 1. 2. 3. 4. 5. 6. 7. 8. pattern of the openings and their size proportions of the frame and sash configuration of window panes muntin profiles types of wood/ metals paint colors characteristics of the glass associated details (shapes, trim, frames, interior and exterior)

Prepared by Prof. Thomas Visser for HP 307 Architectural Conservation II University of Vermont Historic Preservation Program