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Category: Facilities Management

Creating Vendor Guidelines

If you haven’t informed or instructed your vendors on how the property needs to be cared for, they probably don’t know what to do. It’s worth taking time to note the general procedures and expectations for all vendors.

Opening a Winter Home for the Season

This time of year, many estate teams are headed to ski resorts and mountain homes to set up for the season. Their goal is to ensure that owners are met with a home that feels like a private luxury resort in which to entertain their family and guests. There are certain steps an Estate Manager can facilitate to prep the home for incoming residents.

Creating a Punch List

A punch list is a document that outlines the remaining tasks or issues that need to be addressed before a project is considered complete. It typically includes minor repairs, touch-ups, and other small items that must be finished or corrected before the project can be officially closed out. We have created a template to organize the process.

Post-Hurricane Property Inspection

While each situation is unique, the essential elements of a home are consistent and there are certain steps to follow to ensure the home is safe for use and in proper working order after a hurricane.

Estate Manual Essentials: The Fire Safety Plan

By identifying potential fire hazards and assessing the condition of fire prevention systems, you can plan procedures that will mitigate risks and ensure the safety of residents and staff should something happen.

Summerizing a Seasonal Home

It’s that time of year again….It’s HOT in South Florida. Many of my fellow Estate Managers have headed north while we’re left to close up homes for the summer.

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