Begin by gathering all necessary documentation, including site plans, survey forms, and any previous survey reports if available. Ensure you have proper access permissions to survey all areas of the property. Next, conduct a thorough walkthrough of the site, identifying all water supply piping, plumbing fixtures, equipment, and potential cross connections.

Record each identified cross connection, noting the type of connection, location, and any protective devices in place. Take photographs and detailed notes to support your findings. Evaluate the risk level of each cross connection and recommend appropriate corrective actions or upgrades if necessary.

Complete the municipal report detailing the findings, assessments, and recommendations. Include diagrams, photographs, and a clear action plan for addressing any identified issues. Discuss the survey results with the site contact, providing a clear explanation of your findings and recommendations. Finally, schedule necessary backflow installations for any identified hazards.