Annual Planner Tasks 2024.xlsx

	A	B	C	D	E	F	G	H	I	J	K	L	M	N	O
1	OCSCC 725 ANNUAL PLANNING SCHEDULE
2	OCSCC 725 ANNUAL PLANNING SCHEDULE
3	2024
4	DESCRIPTION	GROUPING	Recommendations	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec

5	BOARD MEETINGS	ADMIN - BOARD	Monthly	X	X	X	X	X	X	X	X	X	X	X	X
6	AGM PACKAGE PREPARATION/APPROVAL	ADMIN - BOARD	Month before AGM								X
7	FINANCIAL YE- BOARD APPROVAL	ADMIN - FINANCE	As soon as Draft received				X
8	RESERVE FUND STUDY UPDATE	ADMIN - FINANCE	Order at least 5 months before FYE										X
9	BUDGET PREPARATION	ADMIN - FINANCE	11th month of FY		X
10	RESERVE BUDGET PREPARATION	ADMIN - FINANCE	11th month of FY		X
11	BUDGET 1ST DRAFT TO BOARD	ADMIN - FINANCE	11th month of FY		X
12	BUDGET APPROVAL	ADMIN - FINANCE	11th month of FY		X
13	BUDGET PACKAGE MAILOUT	ADMIN - FINANCE	11th month of FY		X
14	INSURANCE APPRAISAL	ADMIN - INSURANCE	Once every 3 years (Last appraisal was in 2019)										X
15	INSURANCE - REVIEW COVERAGE	ADMIN - INSURANCE	Annual		X
16	INSURANCE RENEWAL	ADMIN - INSURANCE	Annual		X
17	BUILDING INFO SHEET UPDATE	ADMIN - OFFICE	March, June, Sept, Dec			X			X			X			X
18	STATUS CERTIFICATE UPDATE	ADMIN - OFFICE	After AGM & at FYE plus any other time when there are significant matters to be reported in the Status Cert				X						X
19	WELCOME PACKAGE REVIEW & UPDATE	ADMIN - OFFICE	Annual							X
20	ELEVATOR LICENSE RENEWAL	ADMIN - OFFICE	Annual			X
21	EXERCISE EQUIPMENT MAINTENANCE	AMENITIES	At least 2x per year - more frequently if room heavily used			X			X			X			X
22	FIRE SYSTEM - ANNUAL INSPECTION	BUILDING SAFETY	Required annually under Fire Code										X
23	INTERIOR BUILDING INSPECTION	CA MAINTENANCE	Required monthly	X	X	X	X	X	X	X	X	X	X	X	X
24	INTERIOR REPAIRS - TOUCH-UP PAINTING	CA MAINTENANCE	2 times per year				X							X
25	GARAGE DOORS - PREVENTATIVE MAINT	CA MAINTENANCE	Repairs as required											X
26	CARPET CLEANING - FULL BUILDING	CA MAINTENANCE	2 times per year					X						X
27	INTERIOR REPAIRS - WALLPAPER REPAIRS (ALL AREAS)	CA MAINTENANCE	2 times per year					X						X
28	SIGNS - INSPECT INTERIOR BUILDING SIGNAGE	CA MAINTENANCE	2 times per year					X					X
29	CLEANING - MAJOR - VENTS/CEILINGS	CA MAINTENANCE	2 times per year						X						X
30	CLEANING - MAJOR - WALLPAPER	CA MAINTENANCE	2 times per year						X						X
31	CLEANING - MECHANICAL & STORAGE ROOMS	CA MAINTENANCE	annual						X
32	GARAGE POWER / WASH SWEEP	CA MAINTENANCE	onces per year - contract with Van's Pressure Cleaning until 2024							X
33	GARAGE SLAB INSPECTION	CA MAINTENANCE	2 times per year						X
34	INTERIOR REPAIRS/MAINTENANCE - WOOD	CA MAINTENANCE	2 times per year						X						X
35	PARKING STRUCTURE INSPECTION	CA MAINTENANCE	2 times per year						X
36	TIMERS – CHANGE OF LIGHTS	CA MAINTENANCE	Quarterly			x			x			x			x
37	WINDOW CLEANING	CA MAINTENANCE	2 times per year					X					X
38	CLEANING - MAJOR - LOBBY STRIP/SEAL	CA MAINTENANCE	Annual								X
39	CLEANING - MAJOR - TILE STRIP/SEAL OTHER AREAS	CA MAINTENANCE	Annual								X
40	CLEANING - MAJOR - CLEAN/RELAMP GARAGE FIXTURES	CA MAINTENANCE	Annual											x
41	CLEANING - MAJOR - CLEAN ALL LIGHT LENSES	CA MAINTENANCE	Annual										X
42	CARPET CLEANING CONTRACT	CONTRACTS	Annual										x
43	CARPET RUNNERS CONTRACT	CONTRACTS	Annual										x
44	ELEVATOR CONTRACT	CONTRACTS	Annual - Maintenance contract with Thyssennkrupp to 2028
45	ENTERPHONE CONTRACT	CONTRACTS	Annual										x
46	FIRE ALARM MONITORING CONTRACT	CONTRACTS	Annual - Pyron										x
47	FIRE EQUIPMENT MAINTENANCE CONTRACT	CONTRACTS	Annual - Pyron										x
48	GARAGE DOOR CONTRACT	CONTRACTS	Annual										x
49	GENERATOR MAINTENANCE CONTRACT	CONTRACTS	Annual - Synergy	X
50	CLEANING CONTRACT	CONTRACTS	Annual - Contracted with CPS to 2024-05-31				X
51	HVAC CONTRACT	CONTRACTS	Annual										x
52	LANDSCAPING CONTRACT	CONTRACTS	Annual										x
53	MANAGEMENT CONTRACT / REVIEW	CONTRACTS	Annual										x
54	ODOUR CONTROL CONTRACT	CONTRACTS	Annual										x
55	PEST CONTROL CONTRACT	CONTRACTS	Annual										x
56	SECURITY CONTRACT	CONTRACTS	Annual										x
57	SNOW REMOVAL CONTRACT	CONTRACTS	Annual										x
58	SUPERINTENDENT CONTRACT	CONTRACTS	Annual - Contracted with CPS to 2024-05-31				X
59	TELEPHONE SERVICE CONTRACT	CONTRACTS	Annual										x
60	WASTE REMOVAL CONTRACT	CONTRACTS	Annual										x
61	WATER TREATMENT CONTRACT	CONTRACTS	Annual										x
62	RAMP Glycol System on/off	ELECTRICAL	2 times per year				x						x
63	THERMOGRAPHIC INSPECTION	ELECTRICAL	Recommended annually	X
64	SEASONAL FURNITURE PLACEMENT - OUT/IN	EXTERIOR	2 times per year					X					X
65	FENCES - INSPECT & REPAIR	EXTERIOR	Annual						x
66	IRRIGATION SYSTEM START-UP/SHUT DOWN	EXTERIOR	2 times per year					X					x
67	LANDSCAPE - FERTILIZE	EXTERIOR	3 times per year				x		x		x
68	LANDSCAPE - REPAIR WINTER DAMAGE	EXTERIOR	Annual						x
69	LANDSCAPE - TREES - MAJOR PRUNING	EXTERIOR	Annual						x
70	LANDSCAPE - TREES - PEST & DISEASE CONTROL	EXTERIOR	Annual						x
71	LANDSCAPE IMPROVEMENT	EXTERIOR	Annual						x
72	ROOF INSPECTION	EXTERIOR	Annual									X
73	BALCONY INSPECTION visual from Ground	EXTERIOR	Annual				x
74	CAULKING INPSECTION visual from ground	EXTERIOR	Annual				x
75	FLOWERS - PLANT ANNUALS	EXTERIOR	Annual					x
76	FLOWERS - PLANT SEASONAL DISPLAYS	EXTERIOR	Annual					x
77	ROOF REPAIRS - FROM ROOF INSPECTION REPORT	EXTERIOR	Annual							X
78	SIGNAGE - INSPECT EXTERIOR SIGNS/REPAIR	EXTERIOR	Annual									X
79	LANDSCAPE - TREES -	EXTERIOR	Annual									x
80	ROOF ANCHOR 5 YEAR PULL TEST	EXTERIOR	Annual					X
81	ROOF ANCHOR ANNUAL INSPECTION	EXTERIOR	Before 1st window wash of year				X
82	BALCONY RAIL INSPECTION	EXTERIOR	Annual
83	FLOWERS - PERENNIALS - DIVIDE/PRUNE/PREPARE FOR WINTER	EXTERIOR	Annual
84	EXTERIOR BUILDING INSPECTION	EXTERIOR	At least once per season						X
85	HOSE BIBS ON / OFF	MECHANICAL	2 times per year						x						x
86	AIR CONDITIONING SEASON START UP/SHUT DOWN	MECHANICAL	2 times per year					X						X
87	GARAGE EXHAUST FAN CLEAN	MECHANICAL	Annual				x
88	CATCH BASINS/SUMP PIT CLEANING	MECHANICAL	every 3 years
89	EXHAUST SHAFTS CLEANING	MECHANICAL	every 3 years
90	FLUSH STORM DRAIN PIPING IN GARAGE	MECHANICAL	every 3 years
91	Annual Planning Schedule (Master)
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