PREVENTIVE MAINTENANCE SCHEDULE

Preventive Maintenance is regular, systematic inspection, cleaning & repair of equipment & systems in order to prevent unplanned or premature failure.
This schedule needs to be customized for your individual property's needs. Work with your Regional Facilities Manager, Area Director, and Asset Manager to determine which systems are present at your property. Follow
the instructions below to customize this preventive maintenance schedule for your property.

Work with your Regional Facilities Manager, Area Director, and Asset Manager to determine if your property has Lead-based paint, asbestos, and/or are required to have Carbon Monoxide detectors. Note results below.
Lead Based Paint: Yes or No? Asbestos: Yes or No? Carbon Monoxide Detectors: Yes or No?

Building Systems Modules:

Instructions:
1 Form can be used as computer spreadsheet
2 Select "Yes" in the drop-down menus below (Column F) to select whether or not a particular equipment type is present.
3 For any equipment types that are not installed at your property - select "NO"
4 Click the button labeled "Hide/Unhide Modules."
5 Add an "X" in the boxes under the appropriate months when each inspection is scheduled for completion.
6 In Column T - "Performed By" - select "Site Staff" if the inspection is completed in-house.
7 In Column T - "Performed By" - select "Vendor" if a vendor completes the inspection(s).

Work with your Regional Facilities Manager, Area Director, and Asset Manager to determine if your property has any of the equipment types listed below:

Equipment Types (Common Areas) Present In Building?

Exterior Landscaping 1
Irrigation System(s) 1
Parking Garage 1
Parking Lot 1
Playground 1
Swimming Pool 1
Fitness Center 1
Elevators 1
Backup Generator 1
Hot Water Boiler (for Heating) 1
Common Area HVAC Units (not on roof) 1
Rooftop HVAC Unit (RTU/MAU) 1
Central Chiller 1
Cooling Tower 1
Solar Panels (Hot Water) 1
Solar Panels (Electric) 1
Geothermal-Source Heat Pumps 1

Rev Sept. 2015 w/assitance from Bright Power

 PREVENTIVE MAINTENANCE SCHEDULE
Property: Date:

Item #
Item # (OLD PM Checklist # Area / System Item Task Frequency JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC Performed By Completion Date(s) Work Order #
Schedule)
MANDATORY ROUTINE MAINTENANCE & SAFETY INSPECTIONS
1 1 SITE Q2 Maintenance and Safety Inspection Submit by June 30th Annually Site Staff
2 2 BUILDING EXTERIOR Q3 Maintenance and Safety Inspection Submit by September 30 Annually Site Staff
3 3 BUILDING SYSTEMS Q1 Maintenance and Safety Inspection Submit by March 31st Annually Site Staff
4 4 COMMON AREAS Q1 Maintenance and Safety Inspection Submit by March 31st Annually Site Staff
5 5 APARTMENT UNITS Q4 Annual unit inspections Per site staff Annually or re-certification Site Staff
6 6 PROPERTY Q4 Emergency & safety property staff walk Submit by December 31st Annually Site Staff
7 7 FACILITIES Annual inspection As scheduled Annually Site Staff
SITE - Q2 Maintenance and Safety Inspection (Submit by June 30th)
8 8 Grounds Landscape regular service Inspect sod/quality Monthly Site Staff
9 9 Grounds Fertilizer & weed Check for application, etc Semi-annually Site Staff
10 15 Grounds Storm Drains - Catch basins and storm drains Clean/Repl. missing covers Quarterly Site Staff
11 10 Pest Control Interior/Exterior Pest Control Check for application, etc Semi-annually Site Staff
12 11 Irrigation Backflow preventer Inspect/test/repair Annually Vendor
13 12 Irrigation Irrigation lines & sprinkler heads Inspect/adjust/repair Monthly per season Vendor
14 13 Irrigation Irrigation controllers & timers Check & reset Quarterly Vendor
15 14 Parking Lots/Driveways Automatic vehicle gates Inspect/repair Monthly Site Staff
16 16 Swimming Pool Pool & pool equipment Inspect/clean/service Monthly Vendor
17 17 Generator Test runs-exercise, full load Check documents Monthly Vendor
18 18 Generator Exercise run, check oil, fuel, visual inspection Physical run Weekly Site Staff
19 19 Playground Check all equipment General Safety Check Daily Site Staff
20 20 Playground Complete check from Handbook Semi-annually Site Staff
21 21 Other:
BUILDING EXTERIOR - Q3 Maintenance and and Safety Inspection (Submit by September 30th)
22 NEW BE-1 Doors Hardware, locks, latches closers & Weather Stripping Inspect/repair damage Quarterly Site Staff
23 NEW BE-2 Building Exterior Conduct Semi-Annual Building Exterior Inspection Complete Inspection Checklist Semi-Annual Site Staff
24 36 Other:

COMMON AREAS - Q1 Maintenance and Safety Inspection (Submit by March 31st)

(Add inspection of Asbestos-Containing Materials if applicable)
25 NEW CA-1 Common Areas Conduct Weekly Common Area Inspection Inspect and Complete Checklist Weekly Site Staff
26 NEW CA-2 Appliances Conduct Annual Inspections of Common Area Appliances Inspect/Repair/Service Annually Site Staff
27 104 Fitness Center Equipment functions properly, weights, cables Inspect/clean Monthly Site Staff
28 NEW CA-3 Maintenance Areas Complete Maintenance Area Checklist Quarterly Site Staff
29 NEW CA-4 Common Area Inspecitons Complete Monthly Inspection Checklist Monthly Site Staff
30 105 Other:
APARTMENT UNITS - Q4 Annual Unit Inspections (Annually or Re-Certification)
(Add inspection of Carbon Monoxide detectors if applicable)
31 New A-1 Apartments Annual Inspection - 10% Each Month Inspect Apts. Monthly Site Staff
32 110 Apartments Smoke Detector - Check Operation Clean/replace batteries Semi-annually Site Staff
33 New Apartments Carbon Monoxide Detectors - Check Operation Clean/replace batteries Semi-annually Site Staff
34 109 Apartments Fire sprinkler valves Inspect/test Quarterly Site Staff
35 New Apartments HVAC Filters - Inspect Filter; Clean/Replace if Needed Replace/Clean Quarterly Site Staff
36 120 Other:
BUILDING SYSTEMS & EQUIPMENT - Q1 Maintenance and Safety Inspection (Submit by March 31st)
37 NEW BS-1 Domestic Hot Water Conduct Quarterly DHW Inspection (Common Area DHW) Complete Checklist Quarterly Site Staff
38 NEW BS-2 Sewage Complete Monthly Sewer System(s) Inspections Inspect/test Monthly Site Staff
39 NEW BS-3 Garage Garage Doors, CO Evacuation Systems, Electrical Complete Garage Inspection Checklist Semi-Annually Site Staff
40 NEW BS-4 Safety Inspection Complete Annual Safety Inspection Complete Inspection Checklist Annually Vendor
41 69 Fire/CO Protection Circulating pump Inspect Weekly Site Staff
42 70 Fire/CO Protection Circulating pump(s), as applicable Lubricate Semi-annually Vendor
43 NEW BS-5 Rooftop HVAC Monthly Inspection Checklist Complete Checklist Monthly Site Staff
44 NEW BS-6 Rooftop HVAC Annual Inspection Checklist Complete Checklist Annually Site Staff
45 NEW BS-7 Common Area HVAC Monthly Inspection Checklist Complete Checklist Monthly Site Staff
46 NEW BS-8 Common Area HVAC Annual Inspection Checklist Complete Checklist Annually Site Staff
47 48 BS-9 Solar Thermal (Hot Water) Solar Hot Water Heater - Annual Inspection Inspect/test Annually Vendor
48 NEW BS-10 Solar Thermal (Hot Water) Remove Debris from panels (leaves, branches) Visual Inspection Monthly Site Staff
49 49 BS-11 Solar PV (Electric) Complete Annual Inspection Inspect/test Annually Vendor
50 NEW BS-12 Solar PV (Electric) Complete Monthly Inspection Visual Inspection Monthly Site Staff
51 56 Elevators Elevator operation & safety Routine service Quarterly Vendor
52 57 Elevators Elevator permit Ensure current & posted Annually Vendor
53 58 Elevators Load test, insert date test is due Ensure current 5 years Vendor
54 NEW BS-13 Hot Water Boiler (Heating) Complete Monthly Boiler/Boiler Room Inspection Checklist Inspect Monthly (In-Season) Site Staff
55 NEW BS-14 Hot Water Boiler (Heating) Completed Annual Heating Boiler Inspection Complete Checklist Annually Vendor
56 NEW BS-15 Geothermal Systems Geothermal Heat Pump Systems Complete Checklist Annually Vendor
57 NEW BS-16 Chiller Conduct Annual Chiller Startup Checklist Complete Checklist Annually Vendor
58 NEW BS-17 Chiller Conduct Montlhy In-Season Chiller Inspection Complete Checklist Monthly Site Staff
59 NEW BS-18 Cooling Tower Conduct Annual Cooling Tower Startup Checklist Complete Checklist Annually Vendor
60 NEW BS-19 Cooling Tower Conduct Monthly In-Season Cooling Tower Inspection Complete Checklist Monthly Site Staff
61 90 Other:
62 91 Other:

Rev Sept. 2015 w/assitance from Bright Power

LIST OF CONDITIONAL "Area Codes" Peformed By Yes
Playground Site Staff No
Swimming Pool Vendor
Solar Panels (Hot Water)
Solar Panels (Electric)