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What’s The Plan? A Guide to Annual Planning in Condominiums

What’s The Plan? A Guide to Annual Planning in Condominiums. Jeff Jeffcoatt, P.Eng, BDS, RCM Vice President, Condominium/Strata, CCI Group jeffj@ccigroupinc.ca. Condominium Administration. Annual Basics AGM Budget Insurance Appraisal Insurance Contract

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What’s The Plan? A Guide to Annual Planning in Condominiums

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  1. What’s The Plan?A Guide to Annual Planning in Condominiums Jeff Jeffcoatt, P.Eng, BDS, RCM Vice President, Condominium/Strata, CCI Group jeffj@ccigroupinc.ca

  2. Condominium Administration Annual Basics • AGM • Budget • Insurance Appraisal • Insurance Contract • RFS Review for Next Year’s Work

  3. Condominium Administration Annual Basics • Contract Renewals • Health & Safety – WHMIS – MSDS’s • Christmas “Funds” and Parties

  4. Condominium Administration Annual Safety • Fire Alarm Drills • Update List for Assistance • Update/Review Emergency Plan

  5. Condominium Administration Annual Housekeeping The Natural Order of Things • Spring Garage Inspection • Garage Washing/Sweeping • Clean Out Catch Basins • Clean Carpets • Calibration of Garage Co System

  6. Condominium Administration Annual Site Issues • Spring Grounds Walk Around • Spring Plantings • Open Up Irrigation Systems • Change-Over Heating/Cooling

  7. Condominium Administration Annual Roof Issues The Natural Order of Things • Roof Inspections • Eavestrough/Downspout Inspections • Chimney/Flue Inspections • Roof Anchor Inspections • Window Washing

  8. Building Maintenance Annual Domestic Water • Backflow Prevention Valves Testing • DHW Mixing Valve Service (Every 6 Months?) • Shut-Off Valves • (DHW Tank Lining Inspection) 3 Years • Boiler Maintenance – PRVs – Refractory – Flue Gas

  9. Building Maintenance Annual Cooling • Cooling Tower Spring Clean • Chiller Start-Up • Fall Shut-Down and Drain Tubes • Leak Detection Calibration • (Eddy Current Testing) 5 Years • Fan Coil Maintenance

  10. Building Maintenance Annual Drains & Refuse • Storm Drains – Catch Basins • Roof Hoppers – Clear debris & greenery • Sump Pumps • Sanitary Horizontals – Annually • Stacks – Clean Outs – Rotation Schedule • Garbage Chute – Monthly Wash Down –Annual Power Wash

  11. Building Maintenance Annual Safety • Fire Alarm Testing • Fire Suppression Testing • Emergency Lighting Test • (Monthly Extinguisher Checks, etc.)

  12. Building Maintenance Annual Electrical • (Electrical Thermography) 3 Years • (Calibration of Electrical Sub Meeting) 6 Years • Emergency Generator – Full Load Test – Semi Annual Maintenance – Fuel Systems & Delivery

  13. Annual Planning Guide

  14. Annual Planning Calendar

  15. More Information www.ccigroupinc.ca info@ccigroupinc.ca Toll Free: 1.888.348.8991

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