RESIDENTIAL SECURITY SURVEY
[RESIDENCE NAME - ENGAGEMENT REF]
The RESIDENTIAL SECURITY SURVEY is the standard physical security and site intelligence assessment for a principal’s residence. This is a template-driven, repeatable report skeleton. All engagement-specific, venue-specific, or principal-specific values must be recorded as bracketed placeholders (e.g. [RESIDENCE], [YYYY-MM-DD]). Do not assert fictional findings or invent data.
Document Control
| Field | Value |
|---|---|
| Report Reference | [REF-YYYY-###] |
| Date of Report | [YYYY-MM-DD] |
| Reporting Period / As-Of Date | [YYYY-MM-DD] |
| Classification / Handling | [internal / CONFIDENTIAL - CLIENT EYES ONLY] |
| Client | [CLIENT NAME] |
| Requesting Party | [REQUESTER NAME / ID] |
| Prepared By | [ANALYST NAME / ID] |
| Reviewed By | [REVIEWER NAME / ID] |
| Approving Officer | [APPROVER NAME / ID] |
| Version | [0.1.0] |
| Distribution | [NAMED RECIPIENTS] |
Handling & Legal Caveat
Handling: [internal / CONFIDENTIAL]. Disseminate only to authorized recipients. May contain personal data on principals or security staff: store and transmit per data-processing agreement.
Nature of this product: This is a physical security reporting template. It does not deliver legal advice or guarantee prevention of incidents.
Sourcing & verification: Findings derive from physical inspection, local reconnaissance, and open-source intelligence current as of the report date and are graded per Annex A.
Subject / Engagement Snapshot
| Field | Value |
|---|---|
| Target Residence | [ ] |
| Location Coordinates | [ ] |
| Inspection Date | [ ] |
| Overall Security Grade | [Low / Moderate / Elevated / High / Critical] |
Table of Contents
- BLUF
- Executive Summary
- Key Judgments
- Priority Intelligence Requirements (PIRs)
- Physical & Tactical Findings
- Verified Findings
- Red Flags
- Analysis of Competing Hypotheses (ACH)
- Key Assumptions Check
- Gaps and RFIs
- Recommendations
- Annex A: Sources & Methodology
- Annex B: Grading Matrices
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1. BLUF
2-3 sentences. Lead with the overall suitability/safety assessment and the single most critical finding, followed by the recommended security posture. State it so a decision-maker can act on this section alone.
[BLUF]
2. Executive Summary
Triggering requirement and engagement context: what residence, route, or area is being covered, the scope of physical advance or transit analysis, and a narrative of key findings across the security dimensions, written to the ICD 203 floor.
[EXECUTIVE SUMMARY]
3. Key Judgments
Key assessments on safety, vulnerability, and threat exposure. Each judgment must separate likelihood (calibrated estimative vocabulary per ICD 203) and confidence (evidence base).
| Judgment | Likelihood | Confidence | Change Indicator |
|---|---|---|---|
| [e.g. Unauthorized vehicle penetration probability] | [almost no chance / remote / very unlikely / unlikely / roughly even chance / likely / very likely / almost certain] | [HIGH / MODERATE / LOW] | [e.g. Failure of access control gate] |
4. Priority Intelligence Requirements (PIRs)
The collection-management spine. Tailor to the specific report type. Matrix must have exactly 4 columns: PIR, Answer, Confidence, Key Gap.
| PIR | Answer (summary) | Confidence | Key Gap |
|---|---|---|---|
| PIR-1: Are all perimeter access points monitored and reinforced? | [ ] | [H/M/L] | [ ] |
| PIR-2: Is the primary safe core verified against forced-entry delay standards? | [ ] | [H/M/L] | [ ] |
| PIR-3: Are backup power and communication systems tested and functional? | [ ] | [H/M/L] | [ ] |
5. Physical & Tactical Findings
This is the core content section. Detailing specific findings. Replace generic items with localized methodology.
5.1 Concentric-Ring Methodology: Neighborhood and Approach
Instructional tradecraft: Analyze neighborhood demographics, crime rates, local traffic patterns, and approach routes to the property.
- Approach vectors: [APPROACH ROADS / LINE OF SIGHT].
- Local response time: [MINUTES] for police/EMS.
5.2 Property Line and Perimeter Security
Instructional tradecraft: Assess perimeter fencing, pedestrian/vehicle gates, active barriers, and physical standoff distances.
- Perimeter fence type: [FENCE HEIGHT / MATERIAL].
- Vehicle barrier: [ACTIVE GATES / BOLLARDS / REINFORCED POSTS].
- Standoff distance: [METERS / FEET] placeholder measurements.
5.3 Grounds and Landscaping Analysis
Instructional tradecraft: Audit landscape sightlines, CPTED compliance, outdoor lighting, and camera coverage.
- Outdoor Lighting Audit:
| Lighting Zone | Fixture Type | Lux Rating (measured) | Status |
|---|---|---|---|
| Outer Gate | [FIXTURE] | [LUX MEASUREMENT] | [FUNCTIONAL / REPAIR] |
| Driveway | [FIXTURE] | [LUX MEASUREMENT] | [FUNCTIONAL / REPAIR] |
| Rear Lawn | [FIXTURE] | [LUX MEASUREMENT] | [FUNCTIONAL / REPAIR] |
- Landscaping and sightlines: [CPTED COMPLIANCE / SIGHTLINE OBSTRUCTIONS].
- Sensor coverage: [MOTION DETECTOR PLACEMENT / CAMERA BLIND SPOTS].
5.4 Building Envelope Integrity
Instructional tradecraft: Review exterior doors, windows, glazing, locks, and forced-entry delay times.
- Door and Window Hardware Audit:
| Opening ID | Component | Lock Grade / Rating | Glazing Type | forced-entry Delay (est.) |
|---|---|---|---|---|
| front_door | [MATERIAL] | [GRADE / RATING] | [TEMPERED / LAMINATED] | [MINUTES] |
| back_door | [MATERIAL] | [GRADE / RATING] | [TEMPERED / LAMINATED] | [MINUTES] |
| ground_window_1 | [MATERIAL] | [GRADE / RATING] | [TEMPERED / LAMINATED] | [MINUTES] |
5.5 Interior Zones and Safe Core
Instructional tradecraft: Evaluate interior security zones and the designated safe room core, referencing safe room annex fields from EP-012.
- Safe core location: [SAFE ROOM COORDINATES / ROOM NUMBER].
- Hardening specifications: [BALLISTIC WALLS / SECURITY DOOR TYPE].
- Emergency systems: [SAT PHONE / INTERCOM / AUX POWER].
5.6 Systems Security Audit
Instructional tradecraft: Review CCTV, intrusion detection zones, access control, and backup power.
- CCTV retention: [DAYS] of local storage.
- Intrusion zones: [ZONES DEFINED / PANELS].
- Backup power: [MINUTES / HOURS] runtime placeholder.
- Technical surveillance exposure: physical survey only; technical sweep (TSCM) is a separate brokered inspection per EP-031, recommended [BASELINE / PERIODIC / TRIGGERED] for this property.
5.7 Household Staff Access Register
Instructional tradecraft: Document household staff vetting procedures and access cards.
- Household Staff Registry:
| Role | Access Level | Vetting Status | Card ID |
|---|---|---|---|
| [Staff Role] | [ZONE ACCESS] | [Vetted / Pending / Unvetted] | [CARD REFERENCE] |
Instructional tradecraft: Verify each staff member’s background vetting per the firm vetting standard before issuing an access card; record the vetting date in the register. Ongoing staff protocols, continuous re-vetting signals, and the family/staff protection program are governed by EP-032, which this survey feeds.
5.8 Residential Security Team Posture
Instructional tradecraft: Rank and select the residential security team posture based on threat level and operations.
- Option 1 (Recommended): [POSTURE MODEL, e.g. Static Post per EP-009]
- Option 2: [POSTURE MODEL, e.g. Patrol / Technical Only]
- Selection criteria: [CRITERIA DEFINED BY RISK OR SPEND].
5.9 Utilities and Environmental Hazards
Instructional tradecraft: Map utility shut-offs, backup generators, and environmental vulnerabilities.
- Main power disconnect: [LOCATION].
- Backup generator: [LOCATION / fuel CAPACITY].
5.10 Deficiency Register
Instructional tradecraft: Track security gaps, concentric ring levels, severity scores, corrective actions, and owners.
| Defect ID | Ring Level | Finding | Severity (1-25) | Corrective Action | Cost Tier | Owner Role |
|---|---|---|---|---|---|---|
| DF-01 | [RING] | [FINDING] | [SCORE] | [ACTION] | [Low / Medium / High] | [ROLE] |
5.11 UAS Activity Baseline and Reporting
Instructional tradecraft: Assess unmanned aircraft exposure passively and lawfully. Detection and reporting only; no interference, jamming, capture, or kinetic response, which are unlawful in most jurisdictions and reserved to state authorities.
- Airspace context: [PROXIMITY TO AIRFIELDS / CONTROLLED AIRSPACE / LOCAL UAS RULES per region package legal annex].
- Overflight exposure: [OUTDOOR AREAS OBSERVABLE FROM UAS: POOL / GARDEN / ARRIVAL POINT / SIGHTLINE NOTES].
- Observed UAS baseline during survey: [SIGHTINGS: DTG, TYPE IF KNOWN, BEHAVIOR, OR NONE OBSERVED].
- Detection posture: visual and acoustic observation by detail and briefed household staff; [OPTIONAL LAWFUL DETECTION MEASURES PER AO LEGAL REVIEW].
- Reporting: any UAS loitering, repeat presence, or activity correlated with the principal’s pattern is filed as an EP-027 field contact report the same day; repeated pattern escalates to protective intelligence for case assessment.
- Mitigation options (lawful only): vegetation and screening for exposed areas, relocating sensitive routines indoors, notification to [LOCAL LAW ENFORCEMENT / AVIATION AUTHORITY] per the region package liaison annex.
6. Verified Findings
A register of verified findings. Status must be chosen from the allowed vocabulary. Confidence and Materiality must be stated.
| # | Finding | Status | Confidence | Materiality |
|---|---|---|---|---|
| 1 | [e.g. Safe room structural layout verification] | [Verified / Unverified / Contradicted] | [H/M/L] | [L/M/H] |
7. Red Flags
Red Flags or notable risk indicators observed. Severity must map to the defined terms: Critical (disqualifying), High (requires EDD/conditions), Medium, Low.
| # | Red Flag | Severity | Basis | Disposition |
|---|---|---|---|---|
| 1 | [e.g. Blocked exit door in north corridor] | [Crit / High / Med / Low] | [Physical inspection] | [Open / Mitigated] |
8. Analysis of Competing Hypotheses (ACH)
ACH on the central threat or vulnerability judgment. Document evidence for and against each hypothesis.
| Hypothesis | Consistent Evidence | Inconsistent Evidence | Assessment |
|---|---|---|---|
| [Hypothesis, e.g. Access breach occurs via service door] | [Evidence] | [Evidence] | [Assessment] |
9. Key Assumptions Check
Key assumptions that, if wrong, would flip the recommendation. List the assumption, its basis, and the impact if false.
- [Key Assumption, e.g. Local emergency service response remains under 10 minutes] (risk if false: [risk])
10. Gaps and RFIs
Collection gaps and Request for Information (RFIs). Identify missing information and the impact on the assessment.
- [Gap / RFI, e.g. Local utility access key layout is missing] (impact: [impact], priority: [H/M/L])
11. Recommendations
Translate the assessment into concrete recommendations for the stakeholder groups (e.g. TL, Detail Leader, drivers).
- [Recommendation] (owner: [owner])
Annex A: Sources & Methodology
Collection methods and scope. Source register must be graded with the Admiralty two-axis code. Describe where the methods are doctrine-derived.
A.1 Methodology
The Residential Security Survey is produced via physical on-site walkthroughs, coordination with utility and security vendors, and geospatial perimeter analysis. It consumes the ART-region-package (to locate regional emergency services and contacts) and the ART-protective-intel-assessment (to review historical threat profiles).
A.2 Source Register
| Source / Type | Admiralty Grade | Date Verified | Relevance |
|---|---|---|---|
| [Source Description] | [A-F/1-6] | [YYYY-MM-DD] | [Description] |
Annex B: Grading Matrices
NATO Admiralty source reliability (A-F): A Completely reliable · B Usually reliable · C Fairly reliable · D Not usually reliable · E Unreliable · F Reliability cannot be judged.
NATO Admiralty information credibility (1-6): 1 Confirmed by other sources · 2 Probably true · 3 Possibly true · 4 Doubtful · 5 Improbable · 6 Truth cannot be judged.
Risk scoring key: Likelihood (1-5) × Impact (1-5) = 1-25; 1-5 Low · 6-10 Moderate · 11-15 Elevated · 16-20 High · 21-25 Critical.
END OF REPORT
Model wiring
Generated from cell frontmatter at publish time.