RCW 64.34.328 Upkeep of Condominium states:
Regardless of the size of your community, there are basic documents you'll want in order to determine the tasks involved in a comprehensive preventative maintenance (PM) program.
This is a partial list -- yours might be longer:
- Site plans
- Site specifications
- Architectural drawings and specifications
- Building plans and specifications
- Envelope studies (or other checklists) required and filed with local government permits
- Certificate of Occupancy and attendant documents
- Public Offering Statement (from the developer), which should include a preliminary list
This is the time to develop a comprehensive glossary, so that anyone who uses the lists or the logs knows exactly what's being referenced. In addition, a glossary can aid a poster in constructing accurate logs.
Completing the task of understanding these documents is not for the faint of heart or the impatient. However, when complete, a significant institutional knowledge base can be passed along to the association which will become a truly valuable asset.
(Most property management companies inherit existing lists when they take over managing existing condominiums. An excellent management company will complete homework, as above, and bring experience to a new property and thereby be able to fine tune, update and otherwise adjust the preventative maintenance list.)
Newly constructed communities must develop these lists. Ideally, as part of the developer's responsibility, the developer will assist in crafting the PM list, making all construction details available to the new board. (Note: We don't live in an ideal world, so ask and keep asking for the data you need.)
Once you've constructed a list, it's a good idea to request that owners take note of items in need of repair that are observable by occupants of a unit. For example, the top-floor owners may experience roof leaks first. First floor owners may detect water intrusion from inefficient rain gutters first.
When you hire a PM vendor, walk the property with the regular maintenance person. That person may have additional experience that can help a community repair and maintain its assets, by paying attention to elements that are not listed, but of which this person is knowledgeable.
Once the PM tasks are complete, log them in a calendar. Using a calendar to document work helps future vendors and boards schedule and perform regular work. These records are useful during budget periods.
You may also want to keep a detailed list of PM tasks completed by unit. For example, if/when you check/ replace hoses and plumbing connections, clean dryer vents, check hot water heaters, fire/ smoke and carbon monoxide alarms, you can list these tasks -- whether completed or not completed, by unit number.
You can keep the detailed list in a spreadsheet-type log, listing the tasks as row labels and the dates as the column labels. (We keep a master list for all common elements and page lists for each building address, where we list unit numbers as row labels and events or months as column labels.)
Key to keeping logs will be how people might want to access the log data in future. A board member must be involved in PM at the detail level, as a matter of responsibility.
Preventative maintenance is a moving target, so expect to tune and update your tasks and logs over time.