Commercial Property Management

Office Building Management, Operations & Administration

10/07/2009

Due Diligence & Controlling Operating Expenses

Filed under: Building Contract Services, Building Management Operations — Property Manager @ 8:48 PM

When managing real estate, the most controllable portion of the cash flow stream is the day-to-day operations or variable operating expenses. This is the primary responsibility of the property manager and makes up the largest portion of your time when dealing with contractors and vendors. Not only are you working with contractors and vendors but you also have the administration of these contracts and any necessary reporting requirements as a part of your responsibility. Periodically you should be evaluating all of your building service contracts and -re-bidding them as part of your fiduciary responsibilities to the owner and maintaining or reducing the property’s operating expenses.

Some of these contracts might include:

  • Janitorial
  • Security
  • Landscaping
  • Elevator Maintenance
  • Pest Control
  • Trash Removal
  • Window Cleaning
  • HVAC Maintenance

Typically the property manager would begin by preparing a “Request for Proposal” or RFP for short. The RFP should be detailed and specific to include the scope of work or services required in order to complete the task. Selection of contractors or vendors is pretty much common sense I think. Depending on the properties managed, you can normally ask around or do an internet search for the most prominent contractors or vendors in your area. One rule I have followed most of my career is that I will not select a contractor or vendor to bid or a service or project unless I feel comfortable with awarding the service or project to them.

So do your homework before you solicit proposals and make sure you feel comfortable. You can interview each candidate separately prior to preparing your list and be honest. If you feel you have a good reason not to include a particular contractor or vendor, tell them. They might not like it but they will respect you a whole lot more than if you try to skirt around them by not returning a phone call or email.

When you prepare the RFP make sure you include a deadline for submission of all bids or proposals. Depending on the complexity of the task, you may want to include a template or format for the contractor or vendor to complete when submitting their proposal. This makes it a lot easier to compare bids or proposals and it keeps things fair.

There are many things to consider when selecting the most qualified contractor/vendor. Although price is an important factor, it definitely is not the only one. Basically you need to consider the contractor/vendor’s experience and reputation. Ask for some references as part of your qualification process.

A close look at a contractor/vendor’s proposal or bid can shed some serious light on whether you want them to provide a particular service for the building. Bad or poor grammar, typos in their presentation, calculations incorrect or just an overall sloppy job may lead you to believe the work they perform is consistent with their presentation.

These are just a few thoughts to consider the next time you are ready to bid out or solicit a building contract service.

Look for more articles on real estate management and building services in the future.

10/04/2009

Is Your Capital Improvement Plan Outdated?

Office Building Management

Office Building Management



One of the responsibilities of the commercial property manager includes the development of a capital improvement plan. And without a doubt, an all-inclusive capital budget should encompass the entire property, not just the physical structure. It serves as a means to evaluate the physical condition of the property and determine the anticipated requirements as well as the upkeep, operations and modernization costs.

A good starting point for a well developed capital budget would be a complete and comprehensive physical inspection including the exterior grounds, building or structure, the interior appearance and just as important, the mechanical, electrical, plumbing and fire/life safety systems.

Prioritize your projects and identify those that should be addressed based on the order of value. An example would be:

  • Fire/Life Safety Concerns including fire alarm, sprinkler, fire pump, etc.
  • Building Code related deficiencies
  • Projects that will reduce future operating expenses or have adverse consequences if not addressed
  • Projects that affect the marketability of the property

A reasonable assessment of the current conditions that include the remaining useful life is critical and one of the least understood aspects of a capital budget. Let me say from first hand experience, a well prepared property inspection can be time consuming and tedious. The commercial property manager developing a capital improvement plan really needs to stay focused and keep a clear understanding of their objectives. Another words, keep your goals and intentions in mind.

Typically a five or ten year plan is developed. However, once you are looking more than three to five years out, there are no crystal balls and the accuracy decreases. Most institutional investors require a ten year capital plan be included with the annual budget. To help keep my sanity during this process, I separate the plan into two equal time periods; the first five years and the second five years.

I spend a considerable amount of time on the first period for several obvious reasons. I have a better understanding of the requirements and costs in the earlier years and I can adjust, revise as necessary. The second five year period is more about identification of capital items that I know will have exceeded their useful life expectancy especially mechanical equipment

Capital improvement projects can include roofs, facades, exteriors, caulking, mechanical, electrical, plumbing, or what we call MEP related items. But as those projects get closer, a better or more focused evaluation and re-estimation of the costs are key to the integrity of your capital budget plan.

Long range capital planning should be evaluated, updated and re-estimated annually. Upcoming projects need to be revaluated and either address it or move it to the next fiscal year or farther into the future. If it is no longer a viable option, then scrap it.

Most reputable contractors will be happy to provide you pricing and budget numbers. I do it all the time and if you approach contractors in a friendly and honest way, you most likely will get their best effort with accurate pricing. On the other hand, if you just send out an email or solicitation asking for a quote, you might get an estimate the first time, but if you are not honest with them and also let them know that when it comes time to actually perform the work, that they will be contacted to bid the project and at least have a chance at being awarded the work, you most likely won’t get them back out to your project again.

There are many ways you can work with contractors to get accurate bids for capital projects and for those projects that are 5 or more years out, you can use industry standards initially until the capital item gets within maybe 2 or 3 years. This is when I would concentrate a little harder on getting more accurate numbers.

Just remember to address deferred maintenance items and understand the scale of the issues at hand. Quantify and communicate the financial impact and develop a strategy that will make the project successful. Another words, using good common sense, be logical and try to spread the projects out throughout the year so you are not slammed in the first 2 or 3 months of the year. Obviously you want to start outside projects in the Spring, Summer or Fall. You may find that materials and men don’t work so well in parts of the country where it is 20 degrees outside and you are attempting a façade restoration, trust me, I’ve tried it and failed several times before I learned to build in down time for inclement weather and other unknowns.

Look for more articles related to capital budgeting and planning in the very near future.

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