A thorough workflow guideline for property preservation, encompassing inspections, assessments, management action plans, and maintenance scheduling.
1
Verify all required documents, permits and licenses are on file
2
Inspect the general condition of the property
3
Confirm roofing material, doors, and windows are in good condition
4
Check the plumbing, electrical, heating and cooling systems
5
Evaluate the foundation and structural integrity of the property
6
Assess the condition of the landscape, driveway, and walkways
7
Approval: General Inspection Assessment
8
Confirm debris and trash removal
9
Check for any signs of vandalism, squatting or trespassing
10
Inspect and document any pest infestation
11
Ensure all utilities are functioning properly
12
Inspect for mold, lead, asbestos or other hazardous materials
13
Approval: Hazardous Material Assessment
14
Submit inspection report to property owner or manager
15
Develop Property Preservation Plan
16
Approval: Preservation Plan
17
Establish a schedule for periodic property inspections
18
Order repair or renovation work if needed
19
Track changes or improvements and document them
20
File and store all relevant documents and images in the property file
Verify all required documents, permits and licenses are on file
Make sure that all necessary documents, permits, and licenses are present and up to date. These documents are crucial for the property preservation process as they ensure legal compliance and minimize potential risks. Verify if the property file includes the following items: 1. Proof of ownership 2. Building permits 3. Occupancy permits 4. Asbestos abatement certificates 5. Pest control certificates If any of the required documents are missing or expired, take the necessary steps to obtain them or renew them as soon as possible.
1
Yes
2
No
1
Yes
2
No
1
Yes
2
No
1
Yes
2
No
1
Yes
2
No
Inspect the general condition of the property
Examine the overall condition of the property to ensure it meets the required standards. Assess the property's cleanliness, functionality, and safety. Pay attention to the following aspects: 1. Indoor and outdoor cleanliness 2. Structural damages 3. Evidence of water leaks 4. Signs of decay or deterioration 5. Proper ventilation If any issues are identified, document them in the inspection report and address them promptly.
1
Satisfactory
2
Needs Improvement
1
None
2
Minor
3
Major
1
None
2
Minor
3
Major
1
None
2
Minor
3
Major
1
Yes
2
No
Confirm roofing material, doors, and windows are in good condition
Check the condition of the roofing material, doors, and windows to ensure they are in good shape and functioning properly. These elements are essential for maintaining the property's integrity and security. Pay attention to the following: 1. Roof condition and integrity 2. Damage or leaks in doors and windows 3. Proper sealing and insulation If any repairs or replacements are necessary, make a note in the inspection report and take appropriate action.
1
Good
2
Needs Repair
3
Needs Replacement
1
None
2
Minor
3
Major
1
Yes
2
No
Check the plumbing, electrical, heating and cooling systems
Examine the plumbing, electrical, heating, and cooling systems to ensure they are in proper working condition. These systems are crucial for maintaining a comfortable and safe property. Conduct a thorough inspection of the following: 1. Plumbing fixtures and connections 2. Electrical wiring and outlets 3. Heating and cooling equipment If any issues are identified, document them in the inspection report and arrange for repairs or maintenance.
1
Satisfactory
2
Needs Repair
1
Satisfactory
2
Needs Repair
1
Satisfactory
2
Needs Repair
Evaluate the foundation and structural integrity of the property
Assess the foundation and overall structural integrity of the property to identify any potential issues or hazards. A stable and sound structure is essential for the property's long-term durability and safety. Focus on the following aspects: 1. Foundation cracks or settlement 2. Structural damages or deformities 3. Signs of water damage 4. Proper drainage If any major concerns are found, consult with a professional engineer or contractor for further evaluation and appropriate corrective measures.
1
None
2
Minor
3
Major
1
None
2
Minor
3
Major
1
None
2
Minor
3
Major
1
Yes
2
No
Assess the condition of the landscape, driveway, and walkways
Inspect the landscape, driveway, and walkways to ensure they are well-maintained and free from any hazards. A well-kept outdoor area enhances the property's curb appeal and safety. Look out for: 1. Overgrown vegetation 2. Cracked or damaged pavement 3. Uneven walkways 4. Proper drainage If any maintenance or repairs are needed, note them down in the inspection report and schedule the necessary actions.
1
None
2
Minor
3
Major
1
None
2
Minor
3
Major
1
None
2
Minor
3
Major
1
Yes
2
No
Approval: General Inspection Assessment
Will be submitted for approval:
Inspect the general condition of the property
Will be submitted
Check the plumbing, electrical, heating and cooling systems
Will be submitted
Evaluate the foundation and structural integrity of the property
Will be submitted
Assess the condition of the landscape, driveway, and walkways
Will be submitted
Confirm debris and trash removal
Ensure that all debris and trash are properly removed from the property. A clean and clutter-free environment improves safety and aesthetics. Check for the following: 1. Debris in the yard or surrounding areas 2. Trash inside or outside the property 3. Proper disposal methods If any debris or trash is found, arrange for its removal and disposal according to the local waste management guidelines.
1
None
2
Minor
3
Major
1
None
2
Minor
3
Major
1
Yes
2
No
Check for any signs of vandalism, squatting or trespassing
Look for signs of vandalism, squatting, or trespassing on the property. These activities can cause damage and pose security risks. Take note of the following: 1. Graffiti or vandalism marks 2. Unauthorized occupancy 3. Evidence of forced entry If any signs of illegal activities are found, report them to the appropriate authorities and take appropriate security measures as needed.
1
None
2
Minor
3
Major
1
None
2
Present
1
None
2
Present
Inspect and document any pest infestation
Conduct a thorough inspection for any signs of pest infestation on the property. Pests can cause damage to the structure and pose health hazards. Look for: 1. Pest droppings 2. Nests or burrows 3. Chewed furniture or wires If any signs of pest activity are observed, document the details in the inspection report and arrange for pest control measures to eliminate the infestation.
1
None
2
Minor
3
Major
1
None
2
Minor
3
Major
1
None
2
Minor
3
Major
Ensure all utilities are functioning properly
Verify that all utilities, such as electricity, water, and gas, are functioning properly. Proper utility functionality is crucial for the property's habitability and functionality. Check the following: 1. Electricity supply and outlets 2. Water supply and plumbing fixtures 3. Gas supply and appliances If any issues or disruptions are noticed, address them promptly by contacting the relevant utility providers or arranging for necessary repairs.
1
Satisfactory
2
Needs Repair
1
Satisfactory
2
Needs Repair
1
Satisfactory
2
Needs Repair
Inspect for mold, lead, asbestos or other hazardous materials
Check for the presence of mold, lead, asbestos, or any other hazardous materials within the property. These substances can pose health risks and require proper handling. Look for: 1. Mold growth or discoloration 2. Chipped or peeling lead paint 3. Asbestos-containing materials 4. Other potentially hazardous materials If any hazardous materials are discovered, consult with experts or professionals for appropriate remediation measures.
1
None
2
Present
1
None
2
Present
1
None
2
Present
1
None
2
Present
Approval: Hazardous Material Assessment
Will be submitted for approval:
Inspect for mold, lead, asbestos or other hazardous materials
Will be submitted
Submit inspection report to property owner or manager
Compile all the findings from the property inspection into a comprehensive report and submit it to the property owner or manager. The report should include a detailed summary of the inspection results, identified issues, and recommended actions. Ensure that the report is clear, organized, and easily understandable by the recipient.
Develop Property Preservation Plan
Create a property preservation plan based on the inspection findings and identified issues. The plan should outline the necessary actions and timelines for addressing each issue. Consider the priority level of each task and the available resources. Collaborate with the property owner or manager to finalize the plan.
Approval: Preservation Plan
Will be submitted for approval:
Develop Property Preservation Plan
Will be submitted
Establish a schedule for periodic property inspections
Set up a schedule for conducting regular inspections of the property to ensure ongoing maintenance and adherence to preservation standards. Determine the suitable frequency of inspections based on the property's condition, location, and usage. Collaborate with the property owner or manager to finalize the inspection schedule.
1
Monthly
2
Quarterly
3
Biannually
4
Annually
Order repair or renovation work if needed
If any repairs or renovations are required based on the inspection findings, proceed with ordering the necessary work. Obtain quotes or estimates from trusted contractors and evaluate their suitability and availability. Collaborate with the property owner or manager to make the final decision and proceed with the necessary contracts.
Track changes or improvements and document them
Monitor and track the progress of implemented changes or improvements in the property preservation process. Document the specific improvements made, their impact on the property's overall condition, and any notable feedback or observations. Regularly update the property file with the relevant information to maintain a comprehensive record.
File and store all relevant documents and images in the property file
Organize and store all relevant documents, reports, and images related to the property preservation process. Proper documentation ensures easy access to important information and facilitates future reference or audits. Create a dedicated file or folder system to maintain the records in an organized and secure manner.