PPT Property Maintenance for Managers

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PPT Property Maintenance for Managers

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Title: PPT Property Maintenance for Managers Author: J.P. Brown Description: draft 1 wip 9-20-05 LM. Post pilot final del to PTA 1-4-06 dr Last modified by – PowerPoint PPT presentation

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Title: PPT Property Maintenance for Managers


1
(No Transcript)
2
Introductions
  • Your name
  • Where you work
  • Your job responsibilities
  • How long you have been in the industry
  • What you hope to get from this class

Course 6 Property Maintenance for Managers
Chapter 1
2
3
Agenda
  • Maintenance Using a Team Approach
  • The Onsite Managers Role
  • Exterior Maintenance
  • Interior Maintenance
  • Preventive Maintenance

Course 6 Property Maintenance for Managers
Chapter 1
4
Definition
  • Maintenance refers to the upkeep and repair of
    property and equipment. It involves different
    tasks, including
  • make-ready services
  • daily property, mechanical, and curb appeal
    inspections
  • preventive maintenance services and retrofitting,
    and
  • timely, quality responsiveness to resident
    service requests.

Course 6 Property Maintenance for Managers
Chapter 1
5
Benefits of a Well-Maintained Property
  • Costs less because of
  • increased maintenance efficiency
  • expense control or reduction, and
  • scheduled preventive maintenance that extends the
    life of equipment, fixtures, and structures.
  • assists in the recruitment and retention of
    skilled maintenance personnel.

Course 6 Property Maintenance for Managers
Chapter 1
6
Develop a Team Approach
  • The community manager must
  • establish quality standards
  • share responsibilities
  • value the employees
  • set attainable goals and
  • provide training opportunities

Course 6 Property Maintenance for Managers
Chapter 1
7
Emphasize the Team Approach
  • Share information and decision making.
  • Inform the staff that maintenance and curb appeal
    is everyones responsibility.
  • Make sure the office staff knows how to take
    accurate and detailed service requests.

Course 6 Property Maintenance for Managers
Chapter 1
8
Emphasize the Team Approach (contd)
  • Encourage residents to report maintenance needs
    promptly before they become more costly repairs
    or emergencies.
  • Follow up to make sure repairs were completed and
    that you have a satisfied resident.

Course 6 Property Maintenance for Managers
Chapter 1
9
Actively Seek Input
  • Make a point of speaking with the Maintenance
    Supervisor or staff every day.
  • Make sure a discussion about maintenance is part
    of every staff meeting.

Course 6 Property Maintenance for Managers
Chapter 1
10
Actively Seek Input (contd)
  • Engage residents in conversations both on the
    grounds and in their homes.
  • Develop a network for finding help - use schools,
    temporary employees, contractors and vendors.
  • Listen, discuss and/or explain specific problems.

Course 6 Property Maintenance for Managers
Chapter 1
11
Actively Seek Input (contd)
  • Seek input for possible decisions and timeframes.
    Not every problem is urgent.
  • Respect workloads and schedules. Work with your
    Maintenance Supervisor to set schedules for
    daily, weekly, monthly and overtime maintenance
    work.

Course 6 Property Maintenance for Managers
Chapter 1
12
Support Value Everyones Contribution
  • Treat everyone as an important part of the team.
  • Promote mutual respect for every team member.
  • Respect and understand cultural influences.

Course 6 Property Maintenance for Managers
Chapter 1
13
Support Value Everyones Contribution (contd)
  • When situations arise that make people feel
    uncomfortable, be involved in finding an
    agreeable solution.
  • Be aware of stereotypical attitudes and
    practices.

Course 6 Property Maintenance for Managers
Chapter 1
14
Training Opportunities
  • Encourage and support staff members to earn
    industry designations, especially those offered
    by the National Apartment Association Education
    Institute (NAAEI)

Course 6 Property Maintenance for Managers
Chapter 1
15
Report Results Celebrate Successes
  • Share the results of your service records
  • Make time to celebrate and acknowledge the teams
    successes and growth!
  • Thank people for their work.
  • Support training to enhance skills

Course 6 Property Maintenance for Managers
Chapter 1
16
Activity 1
  • Watch the Covey video COPA Airlines.
  • In small groups, describe how team members can
    work together to meet the listed goals.

Course 6 Property Maintenance for Managers
Chapter 1
17
Troubleshooting Simple Repairs
  • Identify the primary complaint.
  • Locate the cause.
  • Fix the problem.

Course 6 Property Maintenance for Managers
Chapter 1
18
Skill Check 1
  • Chapter 1 Maintenance Using a Team Approach

Course 6 Property Maintenance for Managers
Chapter 1
19
Chapter 2
The Onsite Managers Role
Course 6 Property Maintenance for Managers
Chapter 1
20
Property Managers Responsibilities
  • Set a standard for quality work
  • Keep current with laws
  • Keep records and certificates
  • Comply with OSHA requirements
  • Conduct inspections
  • Oversee safety

Course 6 Property Maintenance for Managers
Chapter 1
21
Property Managers Responsibilities
  • Work closely with the maintenance supervisor
  • Plan preventive maintenance
  • Hire qualified technicians
  • Know when to use a contractor
  • Understand basic contracts
  • Prepare and monitor budgets

Course 6 Property Maintenance for Managers
Chapter 1
22
Setting High Quality Standards
  • Quality standards include the way you treat
    others. Be respectful, ethical and honest.
  • Ensure that repairs are completed correctly and
    in a timely manner.
  • Follow preventive maintenance schedules.

Course 6 Property Maintenance for Managers
Chapter 2
23
Communicate Expectations
  • Use clearly stated service requests.
  • Have correct information about the specific
    problem and any special information.
  • Understand the maintenance staffs current
    workload and prioritize work.
  • Keep lines of communication open.

Course 6 Property Maintenance for Managers
Chapter 2
24
Points to Consider in Hiring Maintenance Personnel
  • The job description, including detail about the
    work to be performed
  • Number of years and type of experience
  • Formal education or training in industry
    designations
  • Experience working with contractors and suppliers
  • Ability to take/give directions and maintain
    schedules
  • Administrative skills
  • Professional attitude and appearance

Course 6 Property Maintenance for Managers
Chapter 2
25
Overseeing Performance Evaluation
  • This is an ongoing task. Ask these
  • three (3) questions.
  • Is the employee properly assigned work for his
    skill level and experience?
  • Is the work completed correctly and in a timely
    manner?
  • Are any problems the result of lack of knowledge
    or lack of performance?

Course 6 Property Maintenance for Managers
Chapter 2
26
Contents ofService Request Form
  • Resident name and address
  • Date and time of request
  • Repair or maintenance requested
  • Permission to enter
  • Name of service technician assigned

Course 6 Property Maintenance for Managers
Chapter 2
27
Contents of Service Request Form (contd)
  • Description of work completed
  • Action taken
  • Follow up needed (if any)
  • Estimate of cost incurred
  • Amount of time spent for service/repair
  • Follow-up call with resident or post-inspection

Course 6 Property Maintenance for Managers
Chapter 2
28
Evaluating Service Requests Will Tell You
  • when service requests are occurring
  • types of requests received
  • who needs service
  • average turnaround time for requests

Course 6 Property Maintenance for Managers
Chapter 2
29
Evaluating Service Requests (contd)
  • status of vacant residences
  • cost of service/repair
  • technician work performance records
  • planning maintenance and repairs, and
  • training and/or adding staff.

Course 6 Property Maintenance for Managers
Chapter 2
30
Weekly Service Request Summary
  • Maintenance technician information
  • Name and job title
  • Number of service requests completed
  • Types of work performed
  • Total number of hours worked
  • Space for comments

Course 6 Property Maintenance for Managers
Chapter 2
31
Weekly Service Request Summary (contd)
  • Property information
  • Total number of service requests received
  • Total number completed and pending
  • Total number needing parts
  • Total number remaining from previous week

Course 6 Property Maintenance for Managers
Chapter 2
32
Weekly Service Request Summary (contd)
  • Property information
  • Total follow-up calls/inspections made
  • Total number of emergencies handled
  • Make-readies cleaned, painted, repaired and
    completed
  • Preventive maintenance tasks completed and hours
    worked

Course 6 Property Maintenance for Managers
Chapter 2
33
Activity 2
  • Work with your group to identify the trend that
    occurs in the service request summary. There may
    be more than one trend.
  • Discuss the steps you would take to deal with
    this situation.

Course 6 Property Maintenance for Managers
Chapter 2
34
Definition of Contractor
A contractor is a person or company, who is a
separate business entity, that performs specific
services or work and is hired to perform
activities that your normal maintenance or
housekeeping staff cannot do or where it has been
determined that it is more cost effective to use
such an outside vendor.
Course 6 Property Maintenance for Managers
Chapter 2
35
Ways to Select a Contractor
Contractors are generally selected by using a
bidding process and require a legal contract
before work can begin. Remember that you are
looking for the best candidate for the job, not
the least expensive one.
Course 6 Property Maintenance for Managers
Chapter 2
36
When to Hire a Contractor
  • Shortage of staff due to illness, vacation,
    termination.
  • Lack of specific skills.
  • Lack of specialized equipment.
  • Lack of required licenses or permits.
  • To save money.
  • Materials or supplies may not be available
    locally.
  • Total cost of labor may be more cost effective if
    borne by the contractor.

Course 6 Property Maintenance for Managers
Chapter 2
37
Advantages of Contractors
  • Specialized skills and quality based experience.
  • Expenses for purchasing and maintaining
    specialized equipment are avoided.
  • The maintenance staff can continue to meet daily
    service needs and preventive maintenance
    schedule.
  • The contractor handles required licenses, permits
    and insurance.
  • Safeguards warranty issues.
  • It may provide faster, more accurate, timely, and
    complete work product.

Course 6 Property Maintenance for Managers
Chapter 2
38
Disadvantages of Using Contractors
  • Quality of work may vary from contractor to
    contractor.
  • Contract disputes can result in property liens
    and legal problems.

Course 6 Property Maintenance for Managers
Chapter 2
39
Sources for Locating a Good Contractor
  • Researching the job to see what is needed.
  • Asking for referrals
  • Contacting the local apartment association
  • Contacting other apartment communities or
    management companies
  • Asking other contractors
  • Looking in the newspaper

Course 6 Property Maintenance for Managers
Chapter 2
40
Sources for Locating a Good Contractor (contd)
  • Looking in trade magazines
  • Asking suppliers lumber yards, paint companies
  • Asking utility companies
  • Reviewing who did prior work at your property or
    other apartment communities
  • Calling the Better Business Bureau

Course 6 Property Maintenance for Managers
Chapter 2
41
Purpose of the Bidding Process
The bidding process will help you to select the
best contractor for the job. Sound business
practices frequently call for three (3) bids from
separate contractors.
Course 6 Property Maintenance for Managers
Chapter 2
42
Job Specifications in Scope of Work
  • Detailed description of the work to be done
  • Specific materials and equipment to be used
  • Location of the job
  • Timeframe for completion
  • Licenses and permits needed
  • Insurance, warranties, guarantees

Course 6 Property Maintenance for Managers
Chapter 2
43
Job Specifications in Scope of Work (contd)
  • Payment schedules
  • Start and end of the work day
  • Clean up required and how often
  • List of references
  • OSHA requirements

Course 6 Property Maintenance for Managers
Chapter 2
44
Purpose of a Contract
  • Contracts are used to minimize risk to the
    property, its owners and employees.

Course 6 Property Maintenance for Managers
Chapter 2
45
Contract Reviews
All contracts are subject to local, state and
federal laws. An attorney should review
contracts before they are signed to ensure
compliance and reduce risk.
Course 6 Property Maintenance for Managers
Chapter 2
46
Contents of a Contract
  • The scope and nature of the work to be performed.
  • The starting and completion dates.
  • A remedies and cancellation clause.
  • A hold harmless clause.
  • Proof of workers compensation and proof of
    comprehensive general liability insurance.
  • Total cost of work.

Course 6 Property Maintenance for Managers
Chapter 2
47
Contents of a Contract (contd)
  • A payment schedule, outlining retainage fees (a
    percentage of the payment held until satisfactory
    completion of work).
  • List of subcontractors, if any
  • Performance penalties, if applicable
  • Daily start and end times
  • Required clean up and frequency

Course 6 Property Maintenance for Managers
Chapter 2
48
Four (4) Ways to Reduce Risk in a Contract
  • Lien waivers
  • Protects the property and management company from
    claims filed by a contractor
  • Multiple payee payments
  • Ensures all parties are paid and protects against
    mechanical or material liens on the property
  • Payment and performance bonds
  • Ensures both the price and performance of a
    contractors work
  • Certificates of insurance
  • Prevents injury claims against the property and
    protects against damage caused by contractor
    negligence

Course 6 Property Maintenance for Managers
Chapter 2
49
Hire a Vendor for
  • pool maintenance
  • landscaping
  • pest control
  • interior painting and carpet maintenance

Course 6 Property Maintenance for Managers
Chapter 2
50
Items for Discussion
  • Periodic Services Agreement Between Owner and
    Service Provider
  • Agreement Between Owner and Contractor
  • Asphalt Sealcoat Specifications
  • Parking Area Striping Specifications
  • Toolbox

Course 6 Property Maintenance for Managers
Chapter 2
51
Skill Check 2
  • Chapter 2 The Onsite Managers Role

Course 6 Property Maintenance for Managers
Chapter 2
52
Chapter 3
Exterior Maintenance
Course 6 Property Maintenance for Managers
Chapter 1
53
Elements of Exterior Maintenance
  • Property grounds
  • Fences, retaining walls
  • Landscape irrigation
  • Exterior lighting
  • Building exteriors

Course 6 Property Maintenance for Managers
Chapter 3
54
Elements of Exterior Maintenance (contd)
  • Pools, ponds and other water features
  • Utility buildings, trash and mail areas
  • Parking lots and sidewalks, carports and garages
  • Tennis courts, spas, volleyball areas,
    playgrounds and picnic areas
  • All public accessibility areas with ADA and Fair
    Housing Act implications

Course 6 Property Maintenance for Managers
Chapter 3
55
When to Inspect
  • It is necessary to inspect everything on a
    regular basis preferably once a month.

Course 6 Property Maintenance for Managers
Chapter 3
56
Benefits of Frequent Inspections
  • Inspections can help you find problems when they
    are relatively small, easy, and inexpensive to
    repair
  • Frequent inspections also ensure the safety of
    the property and residents.

Course 6 Property Maintenance for Managers
Chapter 3
57
Who Should Accompany You
  • The Maintenance Supervisor should accompany you.
  • Inspections also provide excellent training
    opportunities for others on your staff.

Course 6 Property Maintenance for Managers
Chapter 3
58
Documenting the Inspections
  • Checklists provide a written record of the
    inspection and can be used for comparison with
    previous inspections.
  • Photos are useful and provide excellent backup
    for inspections and incidents requiring
    photographs.

Course 6 Property Maintenance for Managers
Chapter 3
59
Checklists
  • Common Area Maintenance Checklist
  • Building Maintenance Checklist (Exterior)

Course 6 Property Maintenance for Managers
Chapter 3
60
Activity 3
  • Look at each of the following pictures and
    identify and discuss the exterior maintenance
    issue depicted.

Course 6 Property Maintenance for Managers
Chapter 3
61
Course 6 Property Maintenance for Managers
Chapter 1
61
62
Course 6 Property Maintenance for Managers
Chapter 1
62
63
Course 6 Property Maintenance for Managers
Chapter 1
63
64
Course 6 Property Maintenance for Managers
Chapter 1
64
65
Course 6 Property Maintenance for Managers
Chapter 1
65
66
Course 6 Property Maintenance for Managers
Chapter 1
66
67
Skill Check 3
  • Chapter 3 Exterior Maintenance

Course 6 Property Maintenance for Managers
Chapter 3
68
Chapter 4
Interior Maintenance
Course 6 Property Maintenance for Managers
Chapter 1
69
Definition ofInterior Maintenance
Interior Maintenance refers to the work required
to inspect, repair or replace items that keep
building interiors, including residential units,
in excellent condition.
Course 6 Property Maintenance for Managers
Chapter 4
70
Elements of Interior Maintenance
  • Office and clubhouse areas
  • Interior hallways
  • Cleaning and janitorial areas
  • Business centers, fitness centers, laundries and
    other interior amenities and common areas
  • Service to occupied units
  • Make-ready of residential units

Course 6 Property Maintenance for Managers
Chapter 4
71
Managers Responsibility
  • Make-ready maintenance is one of the most
    intensive activities in apartment management.
    The manager is involved in
  • pre-inspecting the unit
  • deciding what maintenance and make-ready tasks
    are needed, and
  • post-inspecting the unit.
  • The Community Manager is responsible for the
    market-ready condition of the property.

Course 6 Property Maintenance for Managers
Chapter 4
72
Move-Out Inspection
  • Inspect each vacant unit to determine the scope
    of the make-ready process.
  • Be thorough. A good inspection of appliances
    includes turning on the stove, dishwasher,
    exhaust fans and disposal, and opening the
    refrigerator door. Bring a flashlight and paper
    to make notes.
  • Work with your maintenance and housekeeping
    staffs to develop make-ready plans.

Course 6 Property Maintenance for Managers
Chapter 4
73
Prioritizing Make-Ready Tasks
  • Three (3) factors
  • The tasks and supplies required to turn a
    vacant unit.
  • Amount of time each task takes.
  • How many tasks can be done at the same time.

Course 6 Property Maintenance for Managers
Chapter 4
74
Order of Make-Ready Maintenance
  • Trash removal
  • Pest control
  • Mechanical systems
  • Retrofits and rehab items
  • Sheetrock, doors, windows, locks, cabinets,
    counters
  • Painting, caulking
  • Flooring
  • Final cleaning and welcome gift

Course 6 Property Maintenance for Managers
Chapter 4
75
Checklists
  • Unit Interior Area Maintenance Checklist
    4-6
  • Building Maintenance Checklist (Interior)

Course 6 Property Maintenance for Managers
Chapter 4
76
Activity 4 Inspecting an Apartment for a
Make-Ready
  • Watch the video
  • Think about make-ready maintenance in your
    community

Course 6 Property Maintenance for Managers
Chapter 4
77
Inventory Management
  • Material purchasing and managing inventory
    contributes to the Net Operating Income and
    consequently adds value.
  • Maintenance and repairs can be handled more
    efficiently when tools or parts are readily
    available.

Course 6 Property Maintenance for Managers
Chapter 4
78
Who is Responsible
  • The Maintenance Supervisor is responsible for
  • maintaining an inventory of frequently used parts
    and supplies, and
  • balancing the expense of the inventory with the
    timing of the need.

Course 6 Property Maintenance for Managers
Chapter 4
79
Standard Inventory
  • Items that are used frequently.
  • Items that are used infrequently, or that are
    extremely expensive, are not normally included in
    standard inventories.

Course 6 Property Maintenance for Managers
Chapter 4
80
Comparing Quality, Cost, Size and Supplier
  • To make a purchasing decision
  • calculate the short and long-term costs
  • consider the owners maintenance goals, and
  • decide on the best value.
  • The least expensive item is not always the best
    choice.

Course 6 Property Maintenance for Managers
Chapter 4
81
Storage of Tools and Supplies
  • Controlling inventory costs is important.
  • Storage areas should be secure, conveniently
    located, and well organized.
  • All OSHA standards should be followed for safety
    purposes.

Course 6 Property Maintenance for Managers
Chapter 4
82
Vendor Programs
  • Allow you to purchase items at a lower prices
  • May have spending requirements to qualify for
    discounts
  • May include rebates that are tied to spending
    levels

Course 6 Property Maintenance for Managers
Chapter 4
83
Skill Check 4
  • Chapter 4 Interior Maintenance

Course 6 Property Maintenance for Managers
Chapter 4
84
Chapter 5
Preventive Maintenance
Course 6 Property Maintenance for Managers
Chapter 1
85
Preventive Maintenance
  • A proactive approach to protecting and
    maintaining the value of property assets.
  • Designed to
  • extend the life of equipment
  • reduce unexpected problems, and
  • lessen the likelihood of normal problems becoming
    more costly ones.

Course 6 Property Maintenance for Managers
Chapter 5
86
Five (5) Benefits of Preventive Maintenance
  • reduces service requests
  • reduces expenses
  • extends the useful life of fixtures and equipment
  • increases resident satisfaction and retention
  • increases the value of the property

Course 6 Property Maintenance for Managers
Chapter 5
87
Success Factors
  • Gain the commitment of everyone.
  • Customize your program.
  • Communicate frequently with your staff.
  • Monitor and follow up on PM activities.

Course 6 Property Maintenance for Managers
Chapter 5
88
Inspections Inventory
  • A good preventive maintenance (PM) program begins
    with a thorough inspection of the property and a
    list of all items that are subject to regular
    inspection.

Course 6 Property Maintenance for Managers
Chapter 5
89
Preventive Maintenance Program Development Process
  • Take inventory and inspect the property
  • Establish tasks and frequency
  • Create a maintenance schedule

Course 6 Property Maintenance for Managers
Chapter 5
90
Inventory Records
  • It is important to keep inventory records so you
    have the information you need to submit a claim
    to the insurance company in case of theft.

Course 6 Property Maintenance for Managers
Chapter 5
91
Hire a Vendor
  • exterior painting
  • brickwork
  • carpentry
  • concrete and driveway repairs
  • turn services (painting, carpet shampoo or
    installation)

Course 6 Property Maintenance for Managers
Chapter 5
92
Hire a Licensed Expert
  • central air conditioning
  • elevators
  • swimming pool
  • pest control
  • landscaping
  • snow removal

Course 6 Property Maintenance for Managers
Chapter 5
93
Preventive Maintenance File
  • Equipment information
  • Records

Course 6 Property Maintenance for Managers
Chapter 5
94
Definition of Retrofitting
  • Replacing worn, older less efficient parts and
    equipment with newer energy saving models.

Course 6 Property Maintenance for Managers
Chapter 5
95
Benefits of Retrofitting
  • enhance the value of the property
  • better serve the residents
  • reduce operating costs
  • lengthen the time between service calls
  • conserve energy and resources

Course 6 Property Maintenance for Managers
Chapter 5
96
Energy Smart Practices
  • Thermostats
  • Lighting
  • Insulation
  • HVAC
  • Light bulbs
  • Water heaters
  • Irrigation system

Course 6 Property Maintenance for Managers
Chapter 5
97
Activity 5
  • Work with your group to determine the amount of
    water and money saved by replacing old
    showerheads with new, more efficient ones.

Course 6 Property Maintenance for Managers
Chapter 5
98
Skill Check 5
  • Chapter 5 Preventive Maintenance

Course 6 Property Maintenance for Managers
Chapter 5
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