Initial Assessment Residential Preventive Maintenance Schedule

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Initial Assessment Residential Preventive Maintenance Schedule Powered By Docstoc
					C                                                                                                                                                                 C
O                                                                                                                                                                 O
N                                                                                                                        This column                              N
D                                                          Initial Assessment &                                            projects pricing
                                                                                                                                         J F M A M J J A S O N D D
                                                                                                                              of a repair or
I                                                  Residential Preventive Maintenance                           Schedule                 A E A P A U U U E C O E I
                                                                                                                                 replacement
T                                                                                                                                         N B R R Y N L G P T V C T
I
                                                              (South East Region, US)                                              item noted in
                                                                                                                                                                  I
                                                                                                                                      poor conditiion.
 O                                                                                                                                                                 O
 N                                                                                                                                                                 N
         templatedrive123@pm2t.com     RA: 123 Template Drive, Template City, FL, 54321
                                                                       INITIAL ASSESSMENT
   ITEM and Frequency                Remarks                                                                                     Estimates
I
N                                    Condition of Unit Prior to Service Start. Initial Assessment to be conducted within one week of Customer's Request                                      F
I                                                       for PM and/or PMAS Service. This Initial Assessment will be conducted by the Service Provider, signature and                          I
T Initial Assessment:                                                       dated. Acknowledged by the Customer via signature and dated. For PMAS services, the Tenant will use this Initial
                                                                                                                                          $             125.00                                N
 I                                                                                                                                                                                             will
                                                                                               Assessment for the comparison of move-in inspection. For move-out inspection the Re-Assessment A be
                                                                                                                compared to the Initial Assessment.
 A                                                                                                                                                                                          L
  L
                                     Any item that is functional, clean, and in working condition. Item does not require
G Good
                                                 repair or replacement.
                                     Any item requiring visual signs of cleaning, functionality is questionable to cause
F Fair
                                                 future damage and a preventive measure is recommended.
                                     Any item that does not function and is currently causing visual signs of
P Poor
                                                damage(remark required for this entry)
     Interior

G Area 1:        Entry
                 Hallway 2                                                                                                                       G                 G G G
G Area 2:        Entry Room
                 Living                                                                                                                                            G G G
G Area 3:        Office
                 Entry                                                                                                                                             G G G
G Area 4:        Entry
                 Kitchen                                                                                                                                           G F G
G Area 5:        Entry Room
                 Utility             Laundry Room, Security System not in service.                                                                                 G G G
G Area 6:        Dinning
                 Entry                                                                                                                                             G G G
G Area 7:        Entry
                 Pantry                                                                                                                                            G G G
G Area 8:        Entry
                 Hallway                                                                                                                                           G G G
G Area 9:        Bedroom Master
                 Entry                                                                                                                                             G G G
G Area 10:       Entry Bath
                 Master                                                                                                                                            G G G
G Area 11:       Entry2
                 Bath                Bottom shelf off track                                                                                                        G G G
G Area 12:       Entry
                 Bedroom 2                                                                                                                                         G G G
F Area 13:       Garage
                 Entry                                                                                                                                             G G G
G Area 14:       Open
                 Entry Porch

G Area 15:       Other
                 Entry               All Carpets professionally cleaned

     Exterior

F Area 1:        Entry Property
                 Front                                                                                                                                             G F G
F Area 2:        Entry House
                 Front                                                                                                                                             G G G
F Area 3:        Back
                 Entry Property                                                                                                                                    G G G
F Area 4:        Entry
                 Left House                                                                                                                                        G G G
F Area 5:        Entry Property
                 Back                                                                                                                                              G G G
F Area 6:        Entry House
                 Back                                                                                                                                              G G G
F Area 7:        Right
                 Entry Property                                                                                                                                    G G G
F Area 8:        Entry House
                 Right                                                                                                                                             G G G
F Area 9:        Entry
                 Driveway                                                                                                                                          G G G
G Area 10:       Walkway
                 Entry                                                                                                                                             G G G
G Area 11:       Entry
                 Other               Appliances                                                                                                                    G G G
G Area 12:       Entry
                                                                         "We put the Maintenance in Administrations!!!"
G Area 13:          Entry

    Area 14:        Entry

    Area 15:        Entry

                                           Condition of Unit 30 days prior to termination of PM2T Services, based upon written notification from the
    Final/Re-Assessment                                                                                                                                          125.00
                                                            customer. For PMAS Services, when Tenant notifies termination of Lease, conduct$within 30 days prior to vacancy.
                                                                                 All final and re-assessed conditions will be annotated to the far right column.

    SERVICE PROVIDER NAME:                 SIGNATURE AND DATE:




    CUSTOMER NAME:                         SIGNATURE AND DATE:




    SERVICE PROVIDER USE ONLY PREVENTIVE MAINTENANCE SCHEDULE (FORM FOR PM2T USE BELOW)

    Monthly                                Monthly Preventive Maintenance Checks and Concerns
                                           *Clockwise assessment of exterior/interior of unit. Compare to Initial AssessmentVisual Assessment to be
                                                                                                                                            Per Fair, or
                                                          conducted monthly on all above Interior and Exterior Items. Any changes from Good,Service Poor condition must
F   *Visual Assessment                                                                                                                                   G G the remarks section
                                                                            be annotated under the month and corrresponding Area. Changes must be annotated in G G G G
                                                                                                                                              Agreement
                                                                                             and Customer notified via email


G   *Heating and cooling systems (HVAC)    *Replace filters, clean if necessary.                                                              $                G G G G G G
                                                                                                                                                                   -

    Quarterly- JAN,APR,JUL,OCT             Quarterly Preventive Maintenance Checks and Concerns
    Interior
P   *Garage door                           *Inspect mechanism for free travel. Lubricate hardware($10.00).                                    $                G10.00          G
P   *Window and door tracks                                                                                                                   $
                                           *Check to see if weep holes are open. *Clean out dirt and dust. Lubricate rollers and latches($10.00).              G10.00          G

G   *Basement/crawl space/slab                                                                                                             $
                                           *Check for cracks or any sign of dampness or leaks. Check for any evidence of termites or wood-eating insects.      G           -   G
G   *Tile                                  *Check for cracking, and grout consistency. Clean grout if necessary($0.75 per square).            $                G    0.75       G
    Plumbing
                                           *Check interior and exterior faucets for leaks. *Clean aerators($3.00 per aerator). Replace washers if
G   *Faucets and shower heads
                                                           necessary($5.00 per washer replaced).
                                                                                                                                             $                 G    5.00       G
G   *Pipes                                 *Inspect visible pipes for leaks.                                                                  $                G           -   G
G   *Kitchen and bathroom cabinets         *Check under and around for leaks.                                                                 $                G           -   G
G   *Toilets                                                                                                                                   $
                                           *Check for stability and leaks. Replace wax seal if necessary($25.00). Replace Universal Flap if leaking($27.00)    G27.00          G
    Electrical and appliances
    *Kitchen exhaust fan                   *Remove and clean the filter. Clean accumulated grease deposits from the fan housing.              $                G10.00          G
G   Refrigerator                           Clean dust from top. Clean refrigerator drain pan. Clean and defrost freezer if necessary.         $                G50.00          G
G   *Dishwasher                            *Check for leaks.                                                                                  $                G      -        G
    *Wiring, electrical cords, and plugs   *Check for wear or damage. Replace if necessary Cost dependent per item and job).                                   G               G
G   *Smoke detector                        *Test for proper operation and replace batteries if necessary Cost of battery only).                                G               G
    Exterior
G   *Foundation                            *Inspect visible areas, vents, and ducts for cracks, leaks, or blockages.                          $                G           -   G
    *Landscaping                           *Check for proper drainage.                                                                        $                G           -   G
    Fall-OCT(FL)                           Semi-Annual Preventive Maintenance Checks and Concerns
    Interior
G   *Countertops                           *Inspect for separations at sinks and backsplash. Recaulk where required.                         $                     10.00
                                           *Inspect for loose or missing grout or caulking. Regrout or recaulk if necessary Cost dependent per home, per
    *Tiled areas
                                                             estimate).
G   *Shower doors/tub enclosures           *Inspect for proper fit. Inspect caulking and recaulk if necessary. Adjust if necessary.      $                         10.00
                                           Check caulking around windows and doors. Check window and door screens. Adjust or replace if necessary Cost
    *Weather stripping
                                                              dependent per home, per estimate).
    Sectional garage doors                 Adjust the travel and tension.                                                                     $                    30.00

G   *Fireplace                             *Inspect fireplace brick and mortar for cracks or damage. *Inspect flues. Clean if necessary.      $                    25.00

    Plumbing
G   *Plumbing shut-off valves              *Inspect for proper operation.                                                                     $                            -
P   *Outside faucets/Lawn Pumps            *Drain.                                                                                            $                            -

    *Water heater                                                                                                                        $
                                           *Check area around water heater for leaks. *Flush out hot water to remove accumulated sediment.                                 -

G   *Faucet aerators                       *Check for proper flow of water. If the flow is reduced, clean the aerator screens.
    Electrical and appliances
G   *Heating system                        *Check heating system and heat pump for visual signs of repair and maintenance.                    $                            -

G   *Cooling system                                                                                                                         $
                                           *Remove debris from around units and clean with garden hose. Clean and replace filters if necessary.                            -

G   *Refrigerator coils                    *Clean if necessary for units that come with Refrigerators                                         $                            -
    *Combustible appliances                *Check for leaks, smell of gaseous odors, and/or any visual signs of repair.                       $                            -
    Exterior

                                           *Check for leaks. Check for damaged, loose, or missing shingles. Check vents and louvers for birds, nests, squirrels,
G   *Roof                                                                                                                                      $
                                                                 and insects. Check flashing around roof stacks, vents, and skylights for leaks.
                                                                                                                                                                           -

                                           *Clean(Remove Debris) and check for deteriorating bricks and mortar. Check for leaks. Check for birds, nests,
G   *Chimney
                                                           squirrels, and insects.
                                                                                                                                            $                              -
                                                                                "We put the Maintenance in Administrations!!!"
G   *Gutters and downspouts       Clean(Remove Debris) and check for leaks, misalignment, or damage.                                  $                          -

G   *Exterior walls                                                                                                                 $
                                  Check for deteriorating bricks and mortar. Check siding for damage or rot. Check painted surfaces for flaking.                 -

                                  Trim shrubbery around walls. Remove tree limbs, branches, or debris that can attract insects (no wood or
P   Landscaping
                                                  shrubbery should be closer than 3 inches to your house). Maintain grading.

    Concrete and asphalt          Check for cracks or deterioration. Reseal or repair if necessary. Clean oil/grease if necessary

                                  *Examine septic system drain field for flooding and odor. Have tank pumped yearly(If required, $250.00 per tank,
G   *Septic system
                                                    per pumping).
                                                                                                                                   $                    250.00

    Lawn and patio furniture      Clean and store or cover with weatherproof material.
    Spring-FEB/MAR(FL)
    Plumbing
P   *Outside faucets/Lawn Pumps   *Prime and check for positive pressure and no leaks.                                                $                 G        -
    Interior
G   *Interior doors               *Check hinges, latches, and locks; ensure functional. Lubricate hinges($2.50 per door).                            G
                                  *Examine for evidence of any leaks. *Check for evidence of birds, squirrels, raccoons, etc. *Check for proper
    *Attic                                                                                                                                           G
                                                       ventilation. Check insulation and remove or add if necessary.(Cost dependent per home, per estimate)
G   *Countertops                  *Inspect for separations at sinks and backsplash. Recaulk where required($1.00 per foot).                          G
                                  *Inspect for loose or missing grout or caulking. Regrout or recaulk if necessary. (Cost dependent per square foot,
    *Tiled areas
                                                      per type of tile, per estimate)                                                                G

G   Shower doors/tub enclosures   Inspect for proper fit. Adjust if necessary. Inspect caulking and recaulk if necessary($15.00 per door/tub enclosure) G15.00
                                                                                                                                      $

                                  Check caulking around windows and doors. Check window and door screens. Adjust or replace if necessary($10.00
    Weather stripping
                                                     per entry way)
                                                                                                                                $                       G10.00
    Electrical and appliances

                                  *General furnace inspection: Look for rust, scaling on heat exchanger, and proper flame color; note odd sounds or
G   *Heating and cooling system
                                                    smells; and check condition of venting.* Remove debris around units.
                                                                                                                                    $                   G        -


G   *GFI outlets                  *Test for proper operation.                                                                                           G
G   *Circuit breakers             *Exercise.                                                                                          $                 G      -
G   Refrigerator                  Clean coils.                                                                                        $                 G20.00
    Exterior
                                  Scrub mildewed areas and treat for water stains, mildew, and fungus.(Cost dependent per deck, per square foot,
    Decks
                                                  per estimate)                                                                                         G
                                  *Clean(Removal of Debris). *Check for leaks. *Check for damaged, loose or missing shingles. *Check vents and
G   *Roof                                                                                                                             $                G         -
                                                    louvers for birds, nests, squirrels, and insects. *Check flashing around roof stacks, vents, and skylights for leaks.

                                  *Clean(Removal of Debris).* Check for deteriorating bricks and mortar. *Check for leaks. *Check for birds, nests,
G   *Chimney
                                                    squirrels, and insects.
                                                                                                                                   $                             -

    *Gutters and downspouts       *Clean(Revmoval of Debris) and check for leaks, misalignment, or damage.                                              G
    *Windows                      *Check for cracks, fogging, and caulking. Clean($5.00 per window, single story home).                                 G
G   *Exterior walls               *Check for deteriorating bricks and mortar. *Check siding for damage or rot. *Check painted surfaces for flaking.
                                                                                                                                   $                    G        -

                                  Trim shrubbery around walls. Remove tree limbs, branches, or debris that can attract insects (no wood or
    Landscaping                                                                                                                                   F
                                                  shrubbery should be closer than 3 inches to your house). Maintain grading.(Cost dependent per home, per
                                                                 estimate)

    *Concrete and asphalt         *Check for cracks or deterioration. Reseal or repair if necessary.(Cost dependent per repair, per estimate)           G

                                                                                                                          Checks; these
                                  All items marked with an asterisk "*" are included in the 6% Preventive MaintenanceThis column
                                                                                                                          projects pricing
                                                  are checks only, if any action is required the associated cost will apply and will require approval by
                                                                                                                              of are not or
                                                                     Customer [Homeowner] prior to action taken. Items that a repair marked with an asterisk, are not
    Note:
                                                                                                                                 replacement
                                                                                      included in the 6% Preventive Maintenance Services, but recommended. All repairs and replacemen
                                                                                                                                   item noted approved by the Customer [Homeowner] in
                                                                                                        of above maintenance items must bein
                                                                                                                          or email. poor conditiion.




                                                                          "We put the Maintenance in Administrations!!!"