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One our organizational development services is to create customized Excel worksheets for managing physical assets by tracking their maintenance history and planning for replacement costs. This is especially useful to Homeowner Associations. Below are examples of some key worksheets currently used. For more information, call Gary Schouborg, PhD at (925) 932-1982.

 

PAVEMENT: estimates for times and costs of resurfacing

 

Sum = summary worksheet of estimated annual expenses for resurfacing pavement

 

Court = estimates of where and when courts will need to be resurfaced

 

Parking = estimates of where and when parking stalls will need to be resurfaced and striped

 

ROOFING: estimates for times and costs of replacing  245

 

Sum = summary worksheet of estimated annual expenses for replacing roofing (flat and sloped) and skylights

 

Flat = estimates of where and when flat roofs will need to be replaced

 

Sloped = estimates of where and when sloped roofs will need to be replaced

 

skyBath = estimates of where and when skylights over bathrooms will need to be replaced

 

skyDen = estimates of where and when skylights over dens will need to be replaced

 

SIDING: estimates for times and costs of replacing

 

Sum = summary worksheet of estimated annual expenses for replacing siding

 

Revised = most recent estimates of where and when siding will need to be replaced

 

ProjectedN = projections of when Newly installed siding will need to be replaced