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Prior to creating a questionnaire for a Phase I ESA, a report template using Microsoft Word should be created. This template is later merged with the specific responses of a Phase I ESA to create a final report for the survey. The template is a generic form of the final report and contains keywords where the specific answers to the questionnaire are to be merged into the report. These keywords are highlighted in the report template using a unique style created for the program.
The answers to be merged into the report are not necessarily the direct answers to the questions, but are the text responses associated with the answer. For example, if the answer to the question “Are there any ACMs suspected?” is “No” the text merged into the final report is not necessarily “No” but could be a paragraph of text that has been associated with this response; such as, “There are no asbestos containing materials suspected on the subject property.” These associations are defined as part of the questionnaire and are entered during the creation of the questionnaire.
The easiest method to create a report template is to edit a copy of an existing Phase I ESA report in Word. A style for the Phase I ESA keywords can be added to the report and used to highlight the keywords. These keywords should replace the text in the report that will change for each Phase I ESA.
Proper placement of the keywords and the text to be substituted requires planning and some trial and error experience. Before creating a report template it is recommended that one of the example report templates included with the program be reviewed.