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PREVENTATIVE MAINTENANCE PLAN

2026 Maintenance Calendar & Task Reference
Property: Sample Property
Prepared By: Saturday Services
Year: 2026

EXECUTIVE SUMMARY

This Preventative Maintenance Plan contains 102 recurring maintenance tasks designed to keep Sample Property operating efficiently and safely.

Tasks by Frequency

FrequencyCount
Daily Daily4
Weekly Weekly8
Monthly Monthly11
Quarterly Quarterly19
Semi-Annually Semi-Annually13
Annually Annually28
Seasonal Seasonal12
Multi-Year Multi-Year4
As Needed As Needed/Other3

Tasks by Category

CategoryCount
ADMIN8
AMENITY4
DOORS3
ELECTRICAL8
ELEVATOR1
FIRE10
GENERATOR2
HVAC17
INTERIOR3
LIFE SAFETY3
PEST2
PLUMBING12
SECURITY2
SNOW8
STRUCTURAL7
TRASH2
VACANTS1

Color Legend

Tasks are color-coded by frequency for quick reference.

Daily Weekly Monthly Quarterly Semi-Annually Annually Seasonal Multi-Year Other
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Daily

Daily Tasks

(4 tasks)
Ongoing daily tasks that should be performed every working day.
#TaskCategoryDescription
1Hot Water Heater LogsADMINRecord temperature, pressure (if gauge available), date, time, and outside air temp for each unit (A.O. Smith and State Ultra Force in mechanical penthouse). Consistent logging identifies trends and catches issues before they become failures.
2Fob/Key LogADMINLog all fob and key assignments, returns, and access changes as they occur. Maintains accurate records for security accountability.
3Fire Alarm Panel Company - daily signal checkFIREConfirm the fire alarm monitoring company is receiving daily supervisory signals from the panel. Any signal loss should trigger immediate investigation.
4Check boiler system pressure (Log)HVACCheck and log the two-pipe boiler system pressure gauge reading daily. Pressure drops may indicate a leak in the heating loop that needs immediate attention.
Weekly

Weekly Tasks

(8 tasks)
Tasks to complete during weekly building walks and routine checks.
#TaskCategoryDescription
1Proper SignageADMINVerify all compliance signs, directional signage, and building notices are in place, legible, and not damaged. Replace paper signs with permanent framed signage where possible.
2Verify exit paths are clearFIREWalk all exit paths during the weekly building walk to confirm corridors, stairwells, and exits are free of obstructions. Remove any items blocking egress routes immediately.
3Thermostat check - common areasHVACVerify all common area thermostats are set correctly for the current season, including fitness center and community room. Install thermostat covers where missing.
4Stairwell Check (A and B)INTERIORWalk both stairwells A and B checking lighting, heat operation, door closure and latching, handrail condition, and FOB reader function. Report and address any safety concerns immediately.
5Interior LightsINTERIORCheck all interior common area light fixtures for burned-out bulbs, flickering, or fixture damage. Standardize mismatched cool/warm bulbs building-wide.
6Monitor building entries for water intrusionSNOWCheck all building entry points including vestibule for signs of water intrusion, ice melt runoff, or moisture accumulation during winter weather.
7Vacant unit walkthroughVACANTSWalk each vacant unit checking that all drains are flushed, toilets are flushed, windows are closed and secured, thermostats are set, filters are changed, and fridge thermostat is set low.
8Trash room inspectionTRASHWalk all trash and recycling rooms on each floor checking for overflow, door closer function, locked chemical storage, and general cleanliness. Ensure chute doors are functioning properly.
Monthly

Monthly Tasks

(11 tasks)
Tasks to schedule once per month.
#TaskCategoryDescription
1Utility LogsADMINReview monthly utility consumption data for anomalies that could indicate leaks, equipment malfunction, or inefficiency. Flag any unusual spikes for investigation.
2Test GFCI outlets in common areasELECTRICALPress the test and reset buttons on all GFCI outlets in common areas to verify proper trip function. Replace any outlets that fail to trip or reset correctly.
3Verify electrical room access is clearELECTRICALConfirm that electrical closets on floors 2-6 have clear, unobstructed access to all panels with required 36-inch clearance. Remove all storage items from electrical rooms.
4Exterior lights checkELECTRICALWalk the building exterior on all sides (5th Street, Wall Street, back alley) and verify all exterior lights are functioning. Address Wall Street exterior lighting as a priority.
5Fire Extinguisher Monthly Inspection (tag initials)FIREWalk the building and visually confirm every fire extinguisher on all residential floors and retail space is in its designated location, has not been discharged, and is accessible. Initial the inspection tag on each unit.
6Exit light and exit sign testingLIFE SAFETYTest all emergency exit lights and illuminated exit signs to verify battery backup illumination. Replace exit sign #15 on sixth floor and faded rooftop exit light.
7CO detection station checkELECTRICALVerify the garage CO detection station is operational and reading within normal parameters. Document readings and investigate any anomalies.
8EV charger verificationELECTRICALVerify the garage EV charger station is operational and accessible. Document any issues or damage.
9Domestic hot water inspectionPLUMBINGCheck hot water temperatures at multiple points to verify the recirculation system is delivering water at 120 degrees. Replace broken hot water recirculation thermometer.
10Check for visible leaks under sinks in common areasPLUMBINGInspect under all common area sinks including community room kitchen and second floor bathrooms for drips, water stains, or moisture on supply lines.
11Security camera verificationSECURITYWalk the building and verify all security cameras are operational. Address blacked-out cameras in social lobby and rooftop lobby areas.
Quarterly

Quarterly Tasks

(19 tasks)
Tasks to complete every 3 months (Jan, Apr, Jul, Oct recommended).
#TaskCategoryDescription
1Door hardware inspection & lubrication (common areas)DOORSInspect and lubricate door closers, hinges, and hardware on all common area and fire doors building-wide. Address doors on floors 4, 5, 6, 7 not latching properly.
2Garage door track greasingDOORSGrease garage door wheels, tracks, and top rail on both Garage 1 and Garage 2 doors. Inspect bottom bumper condition and spring integrity during service.
3Inspect electrical panels for signs of heat damage or corrosionELECTRICALOpen main electrical panel in lower garage and floor panels to visually inspect for discoloration, melted insulation, corrosion, or signs of overheating. Label any unlabeled circuit breakers.
4Inspect sprinkler headsFIREPerform a visual walk-through of the entire building checking sprinkler heads for debris, paint overspray, corrosion, or physical damage. Ensure no heads are obstructed.
5Fire door inspection and testingFIRETest all fire-rated doors on floors 1-7 and community room to confirm they self-close and latch properly. Document any doors that fail and schedule adjustments.
6Clean return vents throughout buildingHVACRemove and clean all return air vent covers in common areas including fitness center. Replace missing return vent covers.
7Common Area Air Filter ReplacementsHVACReplace all air filters in common area HVAC units including rooftop Aeon unit (24x24x4 and 24x24x2 sizes). Maintain on-site inventory.
8Replace Retail Space FiltersHVACReplace all HVAC filters in retail tenant space air handler per the quarterly schedule. Coordinate access with tenants in advance.
9Garage fan coil and heater coil cleaningHVACClean all 4 Garage 1 fan coils, door heater coils, and Garage 2 air handlers and heater coils. Remove dust and debris buildup for efficient operation.
10Inspect paint and touch up as neededINTERIORWalk common areas and note any scuffs, chips, or damage to painted surfaces. Touch up minor areas to maintain a professional appearance.
11Emergency exit light testingLIFE SAFETYTest all emergency exit lights by pressing the test button to verify battery backup illumination. Replace batteries or units that fail to illuminate.
12Emergency exit sign testingLIFE SAFETYTest all illuminated exit signs to verify they are lit, visible, and battery backup is functional. Replace any non-functioning signs.
13Exercise hot water heater pressure relief valvesPLUMBINGLift and release the pressure relief valve lever on both hot water heaters in the mechanical penthouse to verify proper operation.
14Check/test sump pumpPLUMBINGVisually inspect main level sump pump and verify alarm systems are active and functional. Pour water into the pit to confirm activation.
15Check caulking around fixtures in common areasPLUMBINGInspect caulk joints around all common area bathroom fixtures on second floor for cracking, separation, or mold.
16Inspect caulking and sealants around windows, doors, penetrationsSTRUCTURALExamine caulk joints around all windows, doors, and building penetrations for cracking, separation, or failure.
17Check weather stripping on exterior doorsSTRUCTURALInspect weather stripping on all common area exterior doors including vestibule entry for compression, tearing, or gaps.
18Pigeon deterrent inspectionPESTInspect all rooftop pigeon deterrent measures for effectiveness. Check generator enclosure, cooling tower area, building sign, and garage vents for pigeon activity.
19Key audit for critical areasSECURITYAudit keys for fire command control room, stairwells, electrical closets, and trash rooms. Verify all critical area keys exist and are accounted for.
Semi-Annually

Semi-Annually Tasks

(13 tasks)
Tasks to complete twice per year (Spring and Fall recommended).
#TaskCategoryDescription
1Fob/Key Log AuditADMINAudit the fob and key log against active tenants and staff to identify discrepancies. Deactivate or collect any unaccounted-for access credentials.
2Inspect conduit and wiring in mechanical roomsELECTRICALVisually inspect all conduit runs and wiring in mechanical penthouse and rooftop electrical areas for damage, loose connections, or missing covers.
3Check surge protection devicesELECTRICALVerify only UL-rated power strips and extension cords are in use throughout the building. Remove any non-rated multi-plug adapters.
4Clean Ceiling Exhaust FansHVACRemove ceiling exhaust fan covers in common areas and clean fan blades, housings, and grilles of accumulated dust and grease.
5Cooling tower inspection (calcium deposits, leaks)HVACInspect the rooftop cooling tower for calcium deposits, leaks, and corrosion during spring startup and fall shutdown. Verify chemical feed system operation.
6Check window treatments in common areasINTERIORInspect all blinds, shades, and window treatments in community room and fitness center for proper operation. Repair or replace damaged treatments.
7Floor Drain FlushingPLUMBINGFlush all floor drains with mineral oil in retail space, janitorial closet, mechanical rooms, and throughout the building to maintain trap seals.
8Inspect exposed pipes for corrosion or leaksPLUMBINGVisually inspect all exposed piping in garages and mechanical areas for corrosion, rust, or active leaks.
9Inspect main water shut-off valve for operabilityPLUMBINGVerify the main water shut-off valve is clearly labeled and exercise it to ensure it opens and closes freely.
10Roof membrane/flashing inspectionSTRUCTURALWalk the white TPO membrane roof and inspect for tears, rips, ponding water, and flashing separation. Ensure all roof drains are clear.
11Inspect building facade for damageSTRUCTURALWalk the building perimeter and inspect exterior facade for cracks, deterioration, or damage.
12Inspect foundation for cracks, water intrusion, settlingSTRUCTURALInspect visible foundation surfaces in garage levels for new cracks, efflorescence, or signs of water intrusion.
13Window cleaning - exteriorSTRUCTURALSchedule professional exterior window cleaning for all building windows on all 8 floors.
Annually

Annually Tasks

(28 tasks)
Tasks to complete once per year. Schedule across the calendar to balance workload.
#TaskCategoryDescription
1Emergency procedure manual verificationADMINReview all emergency procedure manuals to confirm accuracy and completeness. Ensure procedures reflect current building systems and contacts.
2Review & Update SDS SheetsADMINVerify all Safety Data Sheets are current in maintenance shop and populate the empty SDS binder. Add SDS for all chemicals stored in janitorial closet.
3Test backup/redundant systemsADMINTest backup hot water heater operation by shutting one unit off and verifying the other maintains temperature. Extend to all backup systems.
4Compliance documentation reviewADMINReview and update all compliance documentation including boiler logs (establish if not found), snow removal logs, and O&M manuals.
5Garage door spring inspectionDOORSInspect garage door springs on both Garage 1 and Garage 2 doors for wear and fatigue. Install revolution counters to track spring life cycles.
6Fire door operation test (Internal)FIRETest all fire-rated doors internally on all floors to confirm they self-close and latch properly. Document all failures for repair scheduling.
7Fire door operation test (Fire Department)FIRECoordinate with the Fire Department for their annual fire door inspection and testing. Retain all documentation.
8Fire extinguisher inspection scheduledFIRESchedule the annual professional fire extinguisher inspection (next due July 2026). Replace expired retail space extinguishers immediately.
9Sprinkler system inspection - wet systemFIRECoordinate with licensed fire protection contractor for annual wet sprinkler system inspection (serviced Nov 2026, good until 2027).
10Test fire alarm panel (with monitoring company notification)FIRECoordinate with fire alarm contractor to perform a full panel test. Obtain access to fire command control room.
11Inspect knox boxes and verify key inventoryFIREInspect all knox boxes for proper mounting and verify key inventory matches current building locks.
12Cooling tower seasonal startup/shutdownHVACCoordinate with HVAC vendor (Northland Mechanical) for rooftop cooling tower seasonal startup and shutdown. Verify VFD operation.
13Clean cooling tower basinHVACRemove hard water sediment deposits from the cooling tower basin before seasonal startup. Verify chemical feed system is operational.
14Boiler system annual serviceHVACSchedule annual boiler service for the two-pipe heating system with Northland Mechanical. Establish boiler logs if not currently maintained.
15Radon mitigation system inspectionHVACInspect radon mitigation system (installed Jan 28, 2020) for proper operation. Schedule annual service and certification.
16Clean A/C CoilsHVACClean evaporator and condenser coils on all cooling units including rooftop Aeon unit and Panasonic converter.
17Condensate drain line cleaningHVACClear condensate drain lines on all rooftop HVAC units to prevent clogs and water backup.
18Grease anything with a motorHVACInspect and grease all motor bearings, fan shafts, and mechanical components with grease zerks throughout the building.
19Boiler Room State Inspection is Current & PostedHVACVerify the state boiler inspection certificate is current and properly posted. Schedule inspection before certificate expires.
20Eyewash station inspectionLIFE SAFETYInspect eyewash stations in maintenance shop (good until 2027) and replace expired mechanical penthouse station (expired 2024).
21Flush hot water heatersPLUMBINGDrain and flush both hot water heater tanks (A.O. Smith and State Ultra Force) in mechanical penthouse. Inspect A.O. Smith unit cap for leaking.
22RPZ backflow testing (scheduled)PLUMBINGSchedule annual RPZ backflow prevention device tests for cooling tower fill RPZ, core water RPZ, and seventh floor trash room RPZ.
23Snow logs review/auditSNOWReview all snow removal logs from the season for completeness and accuracy. Establish snow removal documentation if not currently maintained.
24Trash chute deep cleaningTRASHDeep clean all trash and recycling chutes on every floor including floors, walls, and chute doors. Wash down and sanitize all trash rooms.
25Rooftop amenity deep cleanAMENITYDeep clean rooftop amenity area including composite decking, grill, countertops, and furniture. Replace weathered outdoor TV.
26Community room deep cleanAMENITYDeep clean community room including furniture shampooing, appliance cleaning, fireplace maintenance, and kitchen area.
27Generator inspection and load testingGENERATORSchedule professional inspection and load testing for rooftop generator (last inspection approximately October 2014 - CRITICALLY OVERDUE). Remove pigeon nests and debris.
28Elevator permit verificationELEVATORVerify elevator permit is current and properly posted. Schedule state-required annual inspection and certification.
Seasonal

Seasonal Tasks

(12 tasks)
Tasks tied to seasonal transitions. Fall: Sep 15 - Oct 31. Spring: Mar 15 - Apr 30.
#TaskCategoryFrequencyDescription
1Cooling tower system startupHVACSeasonal - SpringCoordinate with Northland Mechanical for rooftop cooling tower startup. Verify chemical feed system, fan VFD, and all components.
2Turn OFF vestibule and entry heatersHVACSeasonal - SpringTurn off vestibule heater and all entry area heaters for warm season. Confirm all units are fully off.
3Turn ON vestibule and entry heatersHVACSeasonal - FallTurn on entry vestibule heater and all garage door heater coils for winter. Verify each unit is producing heat.
4Turn ON stairwell and lobby heatersHVACSeasonal - FallTurn on heaters in stairwells A and B and lobby areas for winter season. Set thermostats to 55-60 degrees.
5Turn off exterior spigots/freeze protectionPLUMBINGSeasonal - FallShut off and drain all exterior spigots before freezing temperatures. Verify freeze protection throughout.
6Review snow removal planSNOWSeasonal - FallReview the snow removal plan noting all sidewalk areas (5th Street, Wall Street, back alley). Update contractor contacts and priority areas.
7Salt cans placementSNOWSeasonal - FallPlace salt cans outside each building entry for residents and staff. Verify cans are full and accessible before first snowfall.
8Snow equipment winterizationSNOWSeasonal - FallService all snow removal equipment including draining old gas, installing new spark plugs, and greasing all fittings.
9Stock salt and verify equipmentSNOWSeasonal - FallInventory salt supply and order additional stock. Verify all snow removal equipment is operational.
10Rooftop furniture seasonal setupAMENITYSeasonal - SpringMove patio furniture from sixth floor electrical closet storage to rooftop amenity area. Clean and arrange for season.
11Rooftop furniture winterizationAMENITYSeasonal - FallMove rooftop patio furniture to sixth floor storage. Winterize grill and cover outdoor equipment.
12Roof drain clearingSTRUCTURALSeasonal - FallClear all roof drains of debris before winter. Verify proper drainage to prevent ice accumulation on TPO membrane.
Other

Other Tasks

(3 tasks)
Tasks triggered by specific events or conditions.
#TaskCategoryFrequencyDescription
1Moisture LogADMINAs NeededDocument any moisture events, remediation actions taken, and affected areas. Only log when remediation happens.
2Keep Snow LogsSNOWEvery TimeDocument every snow removal event with date, time, areas cleared, and materials applied.
3Pigeon remediation servicePESTAs NeededSchedule comprehensive rooftop pigeon remediation when activity increases. Remove nests, droppings, and debris from generator, cooling tower, and building sign areas.
Multi-Year

Multi-Year Tasks

(4 tasks)
Tasks occurring less frequently than annually. Track completion dates.
#TaskCategoryFrequencyDescription
1Generator full overhaulGENERATOREvery 5 YearsSchedule comprehensive generator overhaul including all mechanical and electrical components. Install effective pigeon deterrent cage.
2Water Jetting vertical plumbing linesPLUMBINGEvery 3 YearsSchedule professional water jetting of vertical plumbing lines to clear scale and debris buildup.
3Roof inspection (professional)STRUCTURALEvery 5 YearsSchedule comprehensive professional roof inspection of TPO membrane to assess condition, flashing integrity, and remaining life.
4Curb line striping refreshSTRUCTURALEvery 2 YearsAssess curb striping for fire lanes and no parking zones. Schedule restriping as needed.

All maintenance tasks organized by category with descriptions and frequency color-coding.

ADMIN (8 tasks)
TaskFrequencyDescription
Hot Water Heater LogsDailyRecord temperature, pressure (if gauge available), date, time, and outside air temp for each unit (A.O. Smith and State Ultra Force in mechanical penthouse). Consistent logging identifies trends and catches issues before they become failures.
Fob/Key LogDailyLog all fob and key assignments, returns, and access changes as they occur. Maintains accurate records for security accountability.
Proper SignageWeeklyVerify all compliance signs, directional signage, and building notices are in place, legible, and not damaged. Replace paper signs with permanent framed signage where possible.
Utility LogsMonthlyReview monthly utility consumption data for anomalies that could indicate leaks, equipment malfunction, or inefficiency. Flag any unusual spikes for investigation.
Fob/Key Log AuditSemi-AnnuallyAudit the fob and key log against active tenants and staff to identify discrepancies. Deactivate or collect any unaccounted-for access credentials.
Emergency procedure manual verificationAnnuallyReview all emergency procedure manuals to confirm accuracy and completeness. Ensure procedures reflect current building systems and contacts.
Review & Update SDS SheetsAnnuallyVerify all Safety Data Sheets are current in maintenance shop and populate the empty SDS binder. Add SDS for all chemicals stored in janitorial closet.
Test backup/redundant systemsAnnuallyTest backup hot water heater operation by shutting one unit off and verifying the other maintains temperature. Extend to all backup systems.
Compliance documentation reviewAnnuallyReview and update all compliance documentation including boiler logs (establish if not found), snow removal logs, and O&M manuals.
Moisture LogAs NeededDocument any moisture events, remediation actions taken, and affected areas. Only log when remediation happens.
AMENITY (4 tasks)
TaskFrequencyDescription
Rooftop amenity deep cleanAnnuallyDeep clean rooftop amenity area including composite decking, grill, countertops, and furniture. Replace weathered outdoor TV.
Community room deep cleanAnnuallyDeep clean community room including furniture shampooing, appliance cleaning, fireplace maintenance, and kitchen area.
Rooftop furniture seasonal setupSeasonal - SpringMove patio furniture from sixth floor electrical closet storage to rooftop amenity area. Clean and arrange for season.
Rooftop furniture winterizationSeasonal - FallMove rooftop patio furniture to sixth floor storage. Winterize grill and cover outdoor equipment.
DOORS (3 tasks)
TaskFrequencyDescription
Door hardware inspection & lubrication (common areas)QuarterlyInspect and lubricate door closers, hinges, and hardware on all common area and fire doors building-wide. Address doors on floors 4, 5, 6, 7 not latching properly.
Garage door track greasingQuarterlyGrease garage door wheels, tracks, and top rail on both Garage 1 and Garage 2 doors. Inspect bottom bumper condition and spring integrity during service.
Garage door spring inspectionAnnuallyInspect garage door springs on both Garage 1 and Garage 2 doors for wear and fatigue. Install revolution counters to track spring life cycles.
ELECTRICAL (8 tasks)
TaskFrequencyDescription
Test GFCI outlets in common areasMonthlyPress the test and reset buttons on all GFCI outlets in common areas to verify proper trip function. Replace any outlets that fail to trip or reset correctly.
Verify electrical room access is clearMonthlyConfirm that electrical closets on floors 2-6 have clear, unobstructed access to all panels with required 36-inch clearance. Remove all storage items from electrical rooms.
Exterior lights checkMonthlyWalk the building exterior on all sides (5th Street, Wall Street, back alley) and verify all exterior lights are functioning. Address Wall Street exterior lighting as a priority.
CO detection station checkMonthlyVerify the garage CO detection station is operational and reading within normal parameters. Document readings and investigate any anomalies.
EV charger verificationMonthlyVerify the garage EV charger station is operational and accessible. Document any issues or damage.
Inspect electrical panels for signs of heat damage or corrosionQuarterlyOpen main electrical panel in lower garage and floor panels to visually inspect for discoloration, melted insulation, corrosion, or signs of overheating. Label any unlabeled circuit breakers.
Inspect conduit and wiring in mechanical roomsSemi-AnnuallyVisually inspect all conduit runs and wiring in mechanical penthouse and rooftop electrical areas for damage, loose connections, or missing covers.
Check surge protection devicesSemi-AnnuallyVerify only UL-rated power strips and extension cords are in use throughout the building. Remove any non-rated multi-plug adapters.
ELEVATOR (1 task)
TaskFrequencyDescription
Elevator permit verificationAnnuallyVerify elevator permit is current and properly posted. Schedule state-required annual inspection and certification.
FIRE (10 tasks)
TaskFrequencyDescription
Fire Alarm Panel Company - daily signal checkDailyConfirm the fire alarm monitoring company is receiving daily supervisory signals from the panel. Any signal loss should trigger immediate investigation.
Verify exit paths are clearWeeklyWalk all exit paths during the weekly building walk to confirm corridors, stairwells, and exits are free of obstructions. Remove any items blocking egress routes immediately.
Fire Extinguisher Monthly Inspection (tag initials)MonthlyWalk the building and visually confirm every fire extinguisher on all residential floors and retail space is in its designated location, has not been discharged, and is accessible. Initial the inspection tag on each unit.
Inspect sprinkler headsQuarterlyPerform a visual walk-through of the entire building checking sprinkler heads for debris, paint overspray, corrosion, or physical damage. Ensure no heads are obstructed.
Fire door inspection and testingQuarterlyTest all fire-rated doors on floors 1-7 and community room to confirm they self-close and latch properly. Document any doors that fail and schedule adjustments.
Fire door operation test (Internal)AnnuallyTest all fire-rated doors internally on all floors to confirm they self-close and latch properly. Document all failures for repair scheduling.
Fire door operation test (Fire Department)AnnuallyCoordinate with the Fire Department for their annual fire door inspection and testing. Retain all documentation.
Fire extinguisher inspection scheduledAnnuallySchedule the annual professional fire extinguisher inspection (next due July 2026). Replace expired retail space extinguishers immediately.
Sprinkler system inspection - wet systemAnnuallyCoordinate with licensed fire protection contractor for annual wet sprinkler system inspection (serviced Nov 2026, good until 2027).
Test fire alarm panel (with monitoring company notification)AnnuallyCoordinate with fire alarm contractor to perform a full panel test. Obtain access to fire command control room.
Inspect knox boxes and verify key inventoryAnnuallyInspect all knox boxes for proper mounting and verify key inventory matches current building locks.
GENERATOR (2 tasks)
TaskFrequencyDescription
Generator inspection and load testingAnnuallySchedule professional inspection and load testing for rooftop generator (last inspection approximately October 2014 - CRITICALLY OVERDUE). Remove pigeon nests and debris.
Generator full overhaulEvery 5 YearsSchedule comprehensive generator overhaul including all mechanical and electrical components. Install effective pigeon deterrent cage.
HVAC (17 tasks)
TaskFrequencyDescription
Check boiler system pressure (Log)DailyCheck and log the two-pipe boiler system pressure gauge reading daily. Pressure drops may indicate a leak in the heating loop that needs immediate attention.
Thermostat check - common areasWeeklyVerify all common area thermostats are set correctly for the current season, including fitness center and community room. Install thermostat covers where missing.
Clean return vents throughout buildingQuarterlyRemove and clean all return air vent covers in common areas including fitness center. Replace missing return vent covers.
Common Area Air Filter ReplacementsQuarterlyReplace all air filters in common area HVAC units including rooftop Aeon unit (24x24x4 and 24x24x2 sizes). Maintain on-site inventory.
Replace Retail Space FiltersQuarterlyReplace all HVAC filters in retail tenant space air handler per the quarterly schedule. Coordinate access with tenants in advance.
Garage fan coil and heater coil cleaningQuarterlyClean all 4 Garage 1 fan coils, door heater coils, and Garage 2 air handlers and heater coils. Remove dust and debris buildup for efficient operation.
Clean Ceiling Exhaust FansSemi-AnnuallyRemove ceiling exhaust fan covers in common areas and clean fan blades, housings, and grilles of accumulated dust and grease.
Cooling tower inspection (calcium deposits, leaks)Semi-AnnuallyInspect the rooftop cooling tower for calcium deposits, leaks, and corrosion during spring startup and fall shutdown. Verify chemical feed system operation.
Cooling tower seasonal startup/shutdownAnnuallyCoordinate with HVAC vendor (Northland Mechanical) for rooftop cooling tower seasonal startup and shutdown. Verify VFD operation.
Clean cooling tower basinAnnuallyRemove hard water sediment deposits from the cooling tower basin before seasonal startup. Verify chemical feed system is operational.
Boiler system annual serviceAnnuallySchedule annual boiler service for the two-pipe heating system with Northland Mechanical. Establish boiler logs if not currently maintained.
Radon mitigation system inspectionAnnuallyInspect radon mitigation system (installed Jan 28, 2020) for proper operation. Schedule annual service and certification.
Clean A/C CoilsAnnuallyClean evaporator and condenser coils on all cooling units including rooftop Aeon unit and Panasonic converter.
Condensate drain line cleaningAnnuallyClear condensate drain lines on all rooftop HVAC units to prevent clogs and water backup.
Grease anything with a motorAnnuallyInspect and grease all motor bearings, fan shafts, and mechanical components with grease zerks throughout the building.
Boiler Room State Inspection is Current & PostedAnnuallyVerify the state boiler inspection certificate is current and properly posted. Schedule inspection before certificate expires.
Cooling tower system startupSeasonal - SpringCoordinate with Northland Mechanical for rooftop cooling tower startup. Verify chemical feed system, fan VFD, and all components.
Turn OFF vestibule and entry heatersSeasonal - SpringTurn off vestibule heater and all entry area heaters for warm season. Confirm all units are fully off.
Turn ON vestibule and entry heatersSeasonal - FallTurn on entry vestibule heater and all garage door heater coils for winter. Verify each unit is producing heat.
Turn ON stairwell and lobby heatersSeasonal - FallTurn on heaters in stairwells A and B and lobby areas for winter season. Set thermostats to 55-60 degrees.
INTERIOR (3 tasks)
TaskFrequencyDescription
Stairwell Check (A and B)WeeklyWalk both stairwells A and B checking lighting, heat operation, door closure and latching, handrail condition, and FOB reader function. Report and address any safety concerns immediately.
Interior LightsWeeklyCheck all interior common area light fixtures for burned-out bulbs, flickering, or fixture damage. Standardize mismatched cool/warm bulbs building-wide.
Inspect paint and touch up as neededQuarterlyWalk common areas and note any scuffs, chips, or damage to painted surfaces. Touch up minor areas to maintain a professional appearance.
Check window treatments in common areasSemi-AnnuallyInspect all blinds, shades, and window treatments in community room and fitness center for proper operation. Repair or replace damaged treatments.
LIFE SAFETY (3 tasks)
TaskFrequencyDescription
Exit light and exit sign testingMonthlyTest all emergency exit lights and illuminated exit signs to verify battery backup illumination. Replace exit sign #15 on sixth floor and faded rooftop exit light.
Emergency exit light testingQuarterlyTest all emergency exit lights by pressing the test button to verify battery backup illumination. Replace batteries or units that fail to illuminate.
Emergency exit sign testingQuarterlyTest all illuminated exit signs to verify they are lit, visible, and battery backup is functional. Replace any non-functioning signs.
Eyewash station inspectionAnnuallyInspect eyewash stations in maintenance shop (good until 2027) and replace expired mechanical penthouse station (expired 2024).
PEST (2 tasks)
TaskFrequencyDescription
Pigeon deterrent inspectionQuarterlyInspect all rooftop pigeon deterrent measures for effectiveness. Check generator enclosure, cooling tower area, building sign, and garage vents for pigeon activity.
Pigeon remediation serviceAs NeededSchedule comprehensive rooftop pigeon remediation when activity increases. Remove nests, droppings, and debris from generator, cooling tower, and building sign areas.
PLUMBING (12 tasks)
TaskFrequencyDescription
Domestic hot water inspectionMonthlyCheck hot water temperatures at multiple points to verify the recirculation system is delivering water at 120 degrees. Replace broken hot water recirculation thermometer.
Check for visible leaks under sinks in common areasMonthlyInspect under all common area sinks including community room kitchen and second floor bathrooms for drips, water stains, or moisture on supply lines.
Exercise hot water heater pressure relief valvesQuarterlyLift and release the pressure relief valve lever on both hot water heaters in the mechanical penthouse to verify proper operation.
Check/test sump pumpQuarterlyVisually inspect main level sump pump and verify alarm systems are active and functional. Pour water into the pit to confirm activation.
Check caulking around fixtures in common areasQuarterlyInspect caulk joints around all common area bathroom fixtures on second floor for cracking, separation, or mold.
Floor Drain FlushingSemi-AnnuallyFlush all floor drains with mineral oil in retail space, janitorial closet, mechanical rooms, and throughout the building to maintain trap seals.
Inspect exposed pipes for corrosion or leaksSemi-AnnuallyVisually inspect all exposed piping in garages and mechanical areas for corrosion, rust, or active leaks.
Inspect main water shut-off valve for operabilitySemi-AnnuallyVerify the main water shut-off valve is clearly labeled and exercise it to ensure it opens and closes freely.
Flush hot water heatersAnnuallyDrain and flush both hot water heater tanks (A.O. Smith and State Ultra Force) in mechanical penthouse. Inspect A.O. Smith unit cap for leaking.
RPZ backflow testing (scheduled)AnnuallySchedule annual RPZ backflow prevention device tests for cooling tower fill RPZ, core water RPZ, and seventh floor trash room RPZ.
Turn off exterior spigots/freeze protectionSeasonal - FallShut off and drain all exterior spigots before freezing temperatures. Verify freeze protection throughout.
Water Jetting vertical plumbing linesEvery 3 YearsSchedule professional water jetting of vertical plumbing lines to clear scale and debris buildup.
SECURITY (2 tasks)
TaskFrequencyDescription
Security camera verificationMonthlyWalk the building and verify all security cameras are operational. Address blacked-out cameras in social lobby and rooftop lobby areas.
Key audit for critical areasQuarterlyAudit keys for fire command control room, stairwells, electrical closets, and trash rooms. Verify all critical area keys exist and are accounted for.
SNOW (8 tasks)
TaskFrequencyDescription
Monitor building entries for water intrusionWeeklyCheck all building entry points including vestibule for signs of water intrusion, ice melt runoff, or moisture accumulation during winter weather.
Snow logs review/auditAnnuallyReview all snow removal logs from the season for completeness and accuracy. Establish snow removal documentation if not currently maintained.
Review snow removal planSeasonal - FallReview the snow removal plan noting all sidewalk areas (5th Street, Wall Street, back alley). Update contractor contacts and priority areas.
Salt cans placementSeasonal - FallPlace salt cans outside each building entry for residents and staff. Verify cans are full and accessible before first snowfall.
Snow equipment winterizationSeasonal - FallService all snow removal equipment including draining old gas, installing new spark plugs, and greasing all fittings.
Stock salt and verify equipmentSeasonal - FallInventory salt supply and order additional stock. Verify all snow removal equipment is operational.
Keep Snow LogsEvery TimeDocument every snow removal event with date, time, areas cleared, and materials applied.
STRUCTURAL (7 tasks)
TaskFrequencyDescription
Inspect caulking and sealants around windows, doors, penetrationsQuarterlyExamine caulk joints around all windows, doors, and building penetrations for cracking, separation, or failure.
Check weather stripping on exterior doorsQuarterlyInspect weather stripping on all common area exterior doors including vestibule entry for compression, tearing, or gaps.
Roof membrane/flashing inspectionSemi-AnnuallyWalk the white TPO membrane roof and inspect for tears, rips, ponding water, and flashing separation. Ensure all roof drains are clear.
Inspect building facade for damageSemi-AnnuallyWalk the building perimeter and inspect exterior facade for cracks, deterioration, or damage.
Inspect foundation for cracks, water intrusion, settlingSemi-AnnuallyInspect visible foundation surfaces in garage levels for new cracks, efflorescence, or signs of water intrusion.
Window cleaning - exteriorSemi-AnnuallySchedule professional exterior window cleaning for all building windows on all 8 floors.
Roof drain clearingSeasonal - FallClear all roof drains of debris before winter. Verify proper drainage to prevent ice accumulation on TPO membrane.
Roof inspection (professional)Every 5 YearsSchedule comprehensive professional roof inspection of TPO membrane to assess condition, flashing integrity, and remaining life.
Curb line striping refreshEvery 2 YearsAssess curb striping for fire lanes and no parking zones. Schedule restriping as needed.
TRASH (2 tasks)
TaskFrequencyDescription
Trash room inspectionWeeklyWalk all trash and recycling rooms on each floor checking for overflow, door closer function, locked chemical storage, and general cleanliness. Ensure chute doors are functioning properly.
Trash chute deep cleaningAnnuallyDeep clean all trash and recycling chutes on every floor including floors, walls, and chute doors. Wash down and sanitize all trash rooms.
VACANTS (1 task)
TaskFrequencyDescription
Vacant unit walkthroughWeeklyWalk each vacant unit checking that all drains are flushed, toilets are flushed, windows are closed and secured, thermostats are set, filters are changed, and fridge thermostat is set low.

FALL PREPARATION CHECKLIST

Recommended completion: September 15 - October 31. Complete these tasks before winter.

Turn ON vestibule and entry heaters
HVAC
Turn on entry vestibule heater and all garage door heater coils for winter. Verify each unit is producing heat.
Turn ON stairwell and lobby heaters
HVAC
Turn on heaters in stairwells A and B and lobby areas for winter season. Set thermostats to 55-60 degrees.
Turn off exterior spigots/freeze protection
PLUMBING
Shut off and drain all exterior spigots before freezing temperatures. Verify freeze protection throughout.
Review snow removal plan
SNOW
Review the snow removal plan noting all sidewalk areas (5th Street, Wall Street, back alley). Update contractor contacts and priority areas.
Salt cans placement
SNOW
Place salt cans outside each building entry for residents and staff. Verify cans are full and accessible before first snowfall.
Snow equipment winterization
SNOW
Service all snow removal equipment including draining old gas, installing new spark plugs, and greasing all fittings.
Stock salt and verify equipment
SNOW
Inventory salt supply and order additional stock. Verify all snow removal equipment is operational.
Rooftop furniture winterization
AMENITY
Move rooftop patio furniture to sixth floor storage. Winterize grill and cover outdoor equipment.
Roof drain clearing
STRUCTURAL
Clear all roof drains of debris before winter. Verify proper drainage to prevent ice accumulation on TPO membrane.

SPRING STARTUP CHECKLIST

Recommended completion: March 15 - April 30. Transition building systems for warm weather.

Cooling tower system startup
HVAC
Coordinate with Northland Mechanical for rooftop cooling tower startup. Verify chemical feed system, fan VFD, and all components.
Clean cooling tower basin
HVAC
Remove hard water sediment deposits from the cooling tower basin before seasonal startup. Verify chemical feed system is operational.
Turn OFF vestibule and entry heaters
HVAC
Turn off vestibule heater and all entry area heaters for warm season. Confirm all units are fully off.
Cooling tower inspection (calcium deposits, leaks)
HVAC
Inspect the rooftop cooling tower for calcium deposits, leaks, and corrosion during spring startup and fall shutdown. Verify chemical feed system operation.
Rooftop furniture seasonal setup
AMENITY
Move patio furniture from sixth floor electrical closet storage to rooftop amenity area. Clean and arrange for season.

PROCESS IMPROVEMENT OPPORTUNITIES

Recommendations to enhance preventative maintenance operations.

The following recommendations outline opportunities to enhance preventative maintenance operations, moving from static documentation toward a dynamic, technology-enabled system that improves accountability, efficiency, and asset longevity.

1. Document & Tracking Enhancements

Responsible Party Assignment: Add a column identifying task ownership - distinguishing between on-site maintenance staff, elevator contractors, fire safety vendors, plumbers, and other specialists. This clarifies accountability and simplifies vendor coordination.

Time Estimates: Include estimated duration for each task (15 minutes, 1 hour, half-day) to support realistic scheduling and staffing decisions.

Priority Ranking: Flag tasks as Critical (code-required, safety-related), Important (prevents major repairs), or Routine (general upkeep). This helps teams prioritize when resources are constrained.

Regulatory Compliance Flags: Identify which tasks are legally mandated (elevator certifications, fire alarm testing, backflow prevention) versus best practices. Non-negotiable items should be visually distinct.

Location & Access Notes: Document specific locations (which rooftop unit, which mechanical room) and access requirements (keys needed, ladder required, roof hatch code) to reduce wasted time.

Tools & Materials List: Specify required items for each task - grease gun, mineral oil, specific filter sizes (e.g., 20x25x1 MERV-8). Reduces return trips and ensures preparedness.

Documentation Requirements: Note which tasks require formal documentation - contractor certificates, permit verifications, sign-off logs, or photo evidence.

2. Technology Integration: QR Code Asset Tracking

Implementing a QR code-based asset management system would fundamentally transform how preventative maintenance is tracked and executed. This approach moves from static checklists to a dynamic, real-time maintenance platform.

How It Works:

• Affix weatherproof QR code labels to every maintainable asset - air handlers, water heaters, fire extinguishers, elevator equipment, sump pumps, etc.

• Each scan pulls up the asset's complete profile: location, make/model, install date, warranty status, service history, and upcoming maintenance tasks.

• Technicians complete tasks directly from their phone - logging completion time, adding notes, uploading photos, and flagging issues for follow-up.

• GPS/timestamp verification confirms the technician was physically at the equipment when logging the task.

Dashboard Capabilities:

• Real-time visibility into task completion across all properties - see what's done, what's due, and what's overdue at a glance.

• Asset health scoring based on maintenance history, age, and reported issues.

• Automated alerts when tasks are approaching due dates or when equipment shows patterns suggesting failure.

• Filter views by property, category, frequency, technician, or compliance status.

• Historical reporting for ownership reviews, audits, and warranty claims.

• Cost tracking tied to specific assets - understanding true lifecycle costs.

Example - Air Handler Filter Change:

1. Technician arrives at RTU-3 on the rooftop, scans QR code on the unit.

2. Phone displays: "RTU-3 | Carrier 50XC | Installed 2019 | Filter size: 20x25x4 MERV-11 | Last changed: Oct 15, 2025 | Next due: Jan 15, 2026"

3. Technician taps "Complete Filter Change," takes photo of new filter installed, adds note: "Belt showing wear - schedule replacement Q2."

4. Dashboard updates instantly. Property manager sees task completed. System auto-generates follow-up task for belt inspection.

3. Vendor & Contract Management

Emergency Contact Integration: Maintain a living document of vendor contacts - elevator company, fire alarm monitoring, plumber, electrician, HVAC contractor - accessible from the dashboard and linked to relevant assets.

Contract Renewal Tracking: Track service agreement expiration dates with automated reminders 90, 60, and 30 days before renewal. Prevents lapses in coverage and creates leverage for renegotiation.

Contractor Verification: Require contractors to scan asset QR codes when performing service, automatically logging their visit with timestamp and linking to uploaded service reports and invoices.

4. Training & Standardization

Video SOPs: Link QR codes to short instructional videos for complex or infrequent tasks. New technicians can watch the proper procedure while standing at the equipment.

Photo Standards: Include reference photos showing "good" vs. "needs attention" conditions - what does acceptable sprinkler head coverage look like? What level of belt wear triggers replacement?

Cross-Property Consistency: Standardized task definitions and completion criteria across all properties ensures consistent quality regardless of which technician performs the work.

5. Recommended Implementation Roadmap

Phase 1 (Immediate): Enhance this document with responsible party assignments, priority rankings, and regulatory compliance flags. Low effort, high clarity improvement.

Phase 2 (30-60 days): Conduct asset inventory - photograph and catalog all maintainable equipment with location, make/model, and install dates. This becomes the foundation for any tracking system.

Phase 3 (60-90 days): Evaluate and select QR/asset management platform. Options range from simple (Google Sheets + QR codes) to comprehensive (dedicated CMMS software like UpKeep, Fiix, or MaintainX).

Phase 4 (90-120 days): Pilot implementation at one property. Label assets, train staff, refine workflows before rolling out portfolio-wide.

Phase 5 (Ongoing): Expand to all properties. Continuously refine based on technician feedback and operational learnings. Add predictive maintenance capabilities as data accumulates.

6. Expected Benefits & ROI

• Reduced emergency repairs: Consistent PM execution catches issues before they become failures. Industry data suggests 25-30% reduction in reactive maintenance costs.

• Extended asset life: Properly maintained equipment lasts longer. A well-maintained HVAC system can exceed its expected lifespan by 5-7 years.

• Compliance confidence: Documented proof of inspections and maintenance protects against liability and satisfies insurance requirements.

• Technician efficiency: Less time searching for equipment, tracking down history, or figuring out what's due. More time doing actual maintenance.

• Ownership transparency: Property owners and managers can see exactly what's being done without chasing down reports. Builds trust and demonstrates value.

• Data-driven decisions: Historical maintenance data informs capital planning, identifies problem equipment, and supports budget forecasting.

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