cemetery management may 26, 2005 by john williams
TRANSCRIPT
Cemetery ManagementCemetery Management
May 26, 2005May 26, 2005
By John WilliamsBy John Williams
FoundationFoundation
Florida Law, Rules, Etc.Florida Law, Rules, Etc.
Cemetery By-laws – general Cemetery By-laws – general
Cemetery Rules and Regulations - Cemetery Rules and Regulations - specificspecific
Dedicated, Attentive StaffDedicated, Attentive Staff
Primary ActivitiesPrimary Activities
Sales/Family ServiceSales/Family Service
AdministrationAdministration
Operations/MaintenanceOperations/Maintenance
SalesSales
PresentationPresentation
MapsMaps
Price Lists/Price DisclosuresPrice Lists/Price Disclosures
Contracts Contracts
PresentationPresentation
Sales/Family Service PersonnelSales/Family Service Personnel LicensedLicensed TrainedTrained
Presentation MaterialsPresentation Materials Easily understood or explainedEasily understood or explained Retention of materialsRetention of materials
MapsMaps
Each garden, mausoleum, columbarium, Each garden, mausoleum, columbarium, etc.etc.
Properly labeledProperly labeled
Color coded Color coded Sold/AvailableSold/Available IntermentsInterments LandscapingLandscaping
Numbering SystemsNumbering Systems
Garden, Lot, Block, SpaceGarden, Lot, Block, Space
Building, Level, SpaceBuilding, Level, Space Unique numbersUnique numbers Spacing optionsSpacing options
Tandem (Head to Head)Tandem (Head to Head) CouchCouch SingleSingle
Garden MapsGarden Maps
Price Lists/DisclosuresPrice Lists/Disclosures
Price lists should be prepared and datedPrice lists should be prepared and dated
Everything offered by the cemetery should Everything offered by the cemetery should be included on the price listbe included on the price list
Discounts aren’t unusual for advance Discounts aren’t unusual for advance planningplanning Available to allAvailable to all Discount programs should be documentedDiscount programs should be documented
ContractsContracts
Approved by DFSApproved by DFS
Main sectionsMain sections Burial rightsBurial rights MerchandiseMerchandise ServicesServices FinancingFinancing
Multi-part with customer getting a copyMulti-part with customer getting a copy
Changes?Changes?
ContractsContracts
Sign-outSign-out Control SheetControl Sheet Separation of dutiesSeparation of duties
RecordRecord ActiveActive VoidsVoids CancelsCancels
AdministrationAdministration
Contract processingContract processing
Interment order processingInterment order processing
Burial processingBurial processing
MiscellaneousMiscellaneous Cancelled contractsCancelled contracts DisintermentsDisinterments
Contract ProcessingContract Processing Entered into management softwareEntered into management software
TrustingTrusting Maps (if applicable)Maps (if applicable) Contract RecordContract Record
Contract should be checked for:Contract should be checked for: AccuracyAccuracy Addition errorsAddition errors
Burial rights sold should be:Burial rights sold should be: Recorded in a “lot book”Recorded in a “lot book” Removed from maps as availableRemoved from maps as available
Contract ProcessingContract Processing
““AN” and “PN” stampsAN” and “PN” stamps
Merchandise stampsMerchandise stamps
Customer index cardCustomer index card
Approval of General Manager or other Approval of General Manager or other authorized employee (e.g. Owner or Officer)authorized employee (e.g. Owner or Officer)
Contract Processing (PIF)Contract Processing (PIF)
If family wishes, deliver/install If family wishes, deliver/install merchandisemerchandise
Double check lot book entryDouble check lot book entry
Prepare “Certificate of Interment Prepare “Certificate of Interment Rights”Rights”
Interment Order ProcessingInterment Order Processing
Verify site location againstVerify site location against Lot bookLot book MapMap Customer cardCustomer card ContractContract DeedDeed
Example of an Interment Order
Interment Order ProcessingInterment Order Processing
Verify completion Verify completion of lot diagramof lot diagram
Interment Order ProcessingInterment Order Processing
Indicate whether memorial has been Indicate whether memorial has been installedinstalled
Stamp back of interment order for Stamp back of interment order for future sign-offsfuture sign-offs
Sign-off and deliver to SuperintendentSign-off and deliver to Superintendent
Burial ProcessingBurial Processing
Update lot book Update lot book
Log in burial bookLog in burial book
Release applicable monies from trustRelease applicable monies from trust
Finalize the interment orderFinalize the interment order
Cancelled ContractsCancelled Contracts
FilesFiles
Trusting implicationsTrusting implications
Lot book, mapping Lot book, mapping
DisintermentsDisinterments
Proper authorizationsProper authorizations Authorized by all in highest class of next Authorized by all in highest class of next
of kinof kin Can require court orderCan require court order
Lot book/mapping changesLot book/mapping changes
Operations/Maintenance Operations/Maintenance ActivitiesActivities
Interments, entombments, inurnmentsInterments, entombments, inurnments
Merchandise/Memorial installationMerchandise/Memorial installation
Landscape maintenanceLandscape maintenance
Hardscape maintenanceHardscape maintenance
Equipment maintenanceEquipment maintenance
Identification and Confirmation Identification and Confirmation of Location for Intermentof Location for Interment
Administration prepares the interment orderAdministration prepares the interment order
Grounds personnel locates grave/signatureGrounds personnel locates grave/signature
Family service confirms site by using map Family service confirms site by using map book and pins/signaturebook and pins/signature
Office Manager or General Manager Office Manager or General Manager independently confirms site/signatureindependently confirms site/signature
Grave ExcavationGrave Excavation
Opening should be 3’ wide by 8’ tallOpening should be 3’ wide by 8’ tall
Opening should be 60” deepOpening should be 60” deep
Sides should be straight and bottom levelSides should be straight and bottom level
Trench Box (OSHA & practical Trench Box (OSHA & practical requirements)requirements)
Trench BoxTrench Box
Graveside SetupGraveside Setup
Grave ClosingGrave Closing
Backfill/Backfill/CompactionCompaction
SoddingSodding
IrrigationIrrigation
Mausoleum EntombmentMausoleum Entombment
Crypt closureCrypt closure
VentilationVentilation
DrainageDrainage
Merchandise/Memorial Merchandise/Memorial InstallationInstallation
Written work order (separation of duties)Written work order (separation of duties)
Checked by SuperintendentChecked by Superintendent
Checked by Family Service/Office PersonnelChecked by Family Service/Office Personnel
Errors in memorial installation can lead to Errors in memorial installation can lead to big problems!big problems!
Merchandise/Memorial Merchandise/Memorial InstallationInstallation
GravesGraves String line across three lot pinsString line across three lot pins Pin center of gravePin center of grave Memorial should be centered and 2-3” Memorial should be centered and 2-3”
from top of grave linefrom top of grave line
Merchandise/Memorial Merchandise/Memorial InstallationInstallation
Mausoleum and Niches/Columbarium Mausoleum and Niches/Columbarium Bronze, lettering, carvingBronze, lettering, carving TemplatesTemplates
Uniform appearance is soughtUniform appearance is sought
Memorial InstallationMemorial Installation
Landscape MaintenanceLandscape Maintenance
Grass should be mowed regularlyGrass should be mowed regularly
Grass should be edged from memorials, Grass should be edged from memorials, roadways and walksroadways and walks
IrrigationIrrigation
Fertilization, Pest/InsectFertilization, Pest/Insect
Landscape MaintenanceLandscape Maintenance
Hedges/shrubs should be sheered Hedges/shrubs should be sheered regularlyregularly
Trees should be prunedTrees should be pruned Turf enhancerTurf enhancer Tree healthTree health
Landscape MaintenanceLandscape Maintenance
Mulch beds should be maintainedMulch beds should be maintained
FlowersFlowers Artificial - fadingArtificial - fading Real - dyingReal - dying
Hardscape MaintenanceHardscape Maintenance
Walks and roads should be free of Walks and roads should be free of debris, grass clippings, etc.debris, grass clippings, etc.
Concrete fixtures, walls, etc. Concrete fixtures, walls, etc. Pressure cleaned once a yearPressure cleaned once a year Painted routinelyPainted routinely
Hardscape MaintenanceHardscape Maintenance
Mausoleums roof-tops (if concrete) Mausoleums roof-tops (if concrete) should be sealed every 2-3 yearsshould be sealed every 2-3 years
Asphalt roadsAsphalt roads Sealed every 5 yearsSealed every 5 years Resurfaced every 15-20 yearsResurfaced every 15-20 years
Maintenance RequestsMaintenance Requests
Maintenance work order prepared by Maintenance work order prepared by administrationadministration
Issued to and completed by Issued to and completed by SuperintendentSuperintendent
Site review by administration Site review by administration
Equipment MaintenanceEquipment Maintenance
Mausoleum lifts, lowering devicesMausoleum lifts, lowering devices
Tractors, mowers, etc.Tractors, mowers, etc. No leaksNo leaks Working conditionWorking condition
SummarySummary
Florida LawFlorida Law
Cemetery By-lawsCemetery By-laws
Cemetery Rules and RegulationsCemetery Rules and Regulations
Dedicated, Attentive StaffDedicated, Attentive Staff