LOSS CONTROL ACADEMYINTERACTIVE FIELD MODULE · 2026 EDITION
Golf Cart Sales & Rentals — Field Module
Retail, Rental, Repair & Battery Operations Worksheet
Document sales, rental, service and storage activities separately for this location. Determine cart type, customer use and battery exposure before writing the underwriting narrative.
Not saved. Complete fields as available. Use Save Draft before leaving this page.
Business / Locations
Legal name / DBA / contact
This site / website / phone
Survey date / inspector
Years in business / here
Number of sites / primary location
Activities at this location
Retail/salesStorage onlyRepairs/serviceRentalsOffice/adminOther
Select all that occur here
Site layout / SF / indoor / outdoor
Employees / shared staff between sites
Differentiate the inspected location from storage, repair and rental sites elsewhere.
Sales / Inventory Values
Carts sold at inspected site?Yes No Not observed Unable to confirm Not applicable
Choose Yes, No or Unable to confirm
New vs used sales percentages
Cart classes sold or held
ElectricGas combustionLow-speed vehicle (LSV)Modified/customRebuilt or salvage
Select applicable models
Customization / rebuilt units
Average inventory units / peak units
Typical / maximum unit value
Total inventory and other BPP value
Confirm new and used mix and whether modified units create a products exposure.
Rental Program / Customer Controls
Golf carts rented to customers?Yes No Not observed Unable to confirm Not applicable
Choose Yes, No or Unable to confirm
Rental terms
DailyWeeklySeasonalAnnualEvent rentals
Select terms offered
Total rental fleet / units at this site
Minimum driver age / license check
Public road use / territory
Written rental agreement in use?Yes No Not observed Unable to confirm Not applicable
Choose Yes, No or Unable to confirm
Agreement controls verified
Driver ageValid licensePermitted use/road limitsSafety instructionsDamage dutiesHold-harmless terms
Select clauses that were reviewed
Operator orientation / pre-rental inspection
Rental damage/accidents last 3–5 years
Record actual terms and documents; road-use rules vary by location and must not be assumed.
Service / Repair / Batteries
Service/repair work performed?Yes No Not observed Unable to confirm Not applicable
Choose Yes, No or Unable to confirm
Repairs performed
Battery replacementElectrical diagnosticsBrake/tire serviceMotorsFrame repairsCustom upgradesField service
Select applicable services
Own inventory vs public service
Mechanic training / work procedures
Battery inventory / chemistry
Charging location / ventilation
Damaged battery storage / spill or fire plan
Extinguisher tags / electrical condition
Differentiate internal service from customer work; charging and damaged batteries warrant close attention.
Delivery / Security / Property
Pickup and delivery offered?Yes No Not observed Unable to confirm Not applicable
Choose Yes, No or Unable to confirm
Owned trucks/trailers / methods
Drivers / MVR / fleet policy
Fencing / CCTV / alarms / overnight security
Units indoors/outdoors / secured?
Fire alarm/sprinklers / building exposure
Other incidents and property losses
Unverified equipment / areas / records
Transport and outside storage can change auto and theft exposure.
Photographs to Obtain
Check when obtained. Priority photographs are bold; required only where applicable, safe and permitted. Record restricted access or missing documentation.
☐Exterior, main showroom and address
☐New/used inventory, make/models
☐Outdoor and indoor vehicle storage
☐Battery charging and ventilation
☐Battery type and damaged-battery area if any
☐Repair area, lift and tools if present
☐Transport trucks and trailers
☐Rental handoff area / example rental agreement
☐Locks, fencing, cameras and fire tags
☐Electric panel / charger circuitry where safe
☐Any supported risk recommendations
Editable Narrative Insert
Replace bracketed cues with reported or verified facts; delete claims that do not apply. Save your draft and copy the finished narrative into the report.
The risk, [name/DBA], operates [sales/rentals/service] of golf carts at [location], with other sites at [locations/purpose]. Sales consist of [new %] new and [used %] used carts, including [electric, gas, LSV and modifications]. Average on-site inventory is [units], with typical/peak value of [amount/source]. Site storage consists of [showroom/warehouse/yard and security].
Service operations include [activities] for [company stock/public], conducted [on site/in field]. Battery types and charging/storage controls are [details]. The rental program uses [term types], with [fleet count] units, age/license rules of [requirements] and permitted use described as [details]. Agreement and orientation controls were [actually reviewed or contact reported].
Transportation consists of [owned/contract vehicles and controls]. Fire, security and related conditions include [details]. Reported accidents or claims during the past [period] were [details]. Unverified documents/areas included [limitations].
The risk, [name/DBA], operates [sales/rentals/service] of golf carts at [location], with other sites at [locations/purpose]. Sales consist of [new %] new and [used %] used carts, including [electric, gas, LSV and modifications]. Average on-site inventory is [units], with typical/peak value of [amount/source]. Site storage consists of [showroom/warehouse/yard and security].
Service operations include [activities] for [company stock/public], conducted [on site/in field]. Battery types and charging/storage controls are [details]. The rental program uses [term types], with [fleet count] units, age/license rules of [requirements] and permitted use described as [details]. Agreement and orientation controls were [actually reviewed or contact reported].
Transportation consists of [owned/contract vehicles and controls]. Fire, security and related conditions include [details]. Reported accidents or claims during the past [period] were [details]. Unverified documents/areas included [limitations].
Recommendations / Follow-Up
Document only visible or otherwise supported concerns. Cite the condition, location and action needed. Use “unable to confirm” where appropriate.