prisgene 2009

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Company Profile P R I S G E N E

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Company Profile of a Property Management Company

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Page 1: Prisgene 2009

Company Profile

P R I S G E N E

Page 2: Prisgene 2009

“PFSPI is committed to provide superior property

management services through the unmatched

value we place on service excellence, innovation

and continuous improvement – all of which are

values that differentiate us from our competitors.”

Page 3: Prisgene 2009

A Passion for Excellence ----

In the 40 years that the management team has worked in the property management

business, we have acquired solid experience in various areas of property management such

as engineering and technical services, property accounting and general administration. In

recent years, we have been the first property management company to be outsourced by a

prime village association in Metro Manila, first outsourced company to perform nationwide

electrical audit for a major commercial bank and the only independent (non-developer

owned) property management company to manage a mall. Currently, we are exploring the

global market. Seeing there is still a huge demand for property management services, we

believe that we can be a major competitor not only locally but as well as internationally.

Page 4: Prisgene 2009

PFSPI Difference ----

PFSPI is concentrated on the property management aspect of a property and is committed to

provide superior management service through the unmatched value we place on service

excellence, innovation and continuous improvement – all of which are values that

differentiate us from our competitors. We maximize available technologies in IT infrastructure

and software and management principles which gives us the ability to respond promptly and

appropriately to your needs.

Page 5: Prisgene 2009

PFSPI’s Proactive Asset Management and Responsibility ----

Our responsibility to you while keeping in mind

our vision of excellence, is to prepare the

business management plan for the property.

The Business Management Plan is comprised

of the management and maintenance plans &

programs, contribution and expense annual

budget, capital expenditure budget and

tenancy issues.

The Business Management Plan is evaluated

and re-evaluated annually to keep abreast with

current trends and practices in property

management. Moreover, expense budgets

are discussed thoroughly for transparency and

betterment of your property.

We will make sure that all aspects of you

property are well-covered with a goal to make

it work more profitably for you by increasing its

curb appeal to reach the highest possible net

operating income.

Your property is a valuable asset, which is why

we implement a customized plan of scheduled

preventive maintenance to protect the

building’s systems and equipment. Our

flexible reporting and analysis capabilities

keep you fully informed, providing you with an

accurate accounting of your property’s

financial performance. Together with any

building-specific reports that you may require,

we will provide you with reports covering the

various aspects of property management such

as engineering & technical services, general

administration, janitorial & housekeeping,

landscaping, risk management, engineering

and technical services, operations

maintenance, finance & accounting, pest

control, insurance, other technical services

and security & safety.

Our cost-efficient, aesthetic and operational

recommendations will maximize your return on

investment by sustaining the property’s value

and optimizing rental rates.

Page 6: Prisgene 2009

Property Objectives ---- Regardless of the property type, PFSPI will

provide you with an efficient and effective

property management service to preserve your

assets and enhance the value of your real estate

development. We will diligently work with you to

reduce direct operating expenses through

controlled operation costs and the delivery of

quality services.

Furthermore, the concept of a joint management

arrangement between the property owners and

PFSPI will bring about a greater understanding

and appreciation of each other’s role in the

success of the Property. PFSPI’s responsibility

to the upkeep of the Property ensures its

continued success through a well planned

execution of Property Management Service

responsibilities.

Page 7: Prisgene 2009

Our Turnover Program and Transition Plan -----

PFSPI will ensure a smooth take-over for management of the Property following our proposed schedule: for a smooth transition.

PFSPI implements a comprehensive takeover

program for every property that it manages to ensure

a smooth transition and subsequent property

operation.

Upon receipt of Notice of Award, the

following activities will be performed by the

Turnover Team, to prepare the Property and

for a proper turn-over from the current

administration to PFSPI. and to enable us to

gradually install our own systems and

standards until a full and normal stream of

operations is achieved.

Prior to actual take-over, PFSPI shall establish a

task force to conduct a thorough Property

inspection, audit system, requisite Property

management system to determine the hand-

over condition of the building to be managed.

Required capital expenditures such as equipment,

gadgets, etc. necessary to ensure safe and

normal building operations will likewise, be

determined from the audit.

Phase-in and phase-out activities for turn-over will

be conducted with the current on-site staff. In this

period, PFSPI shall already deploy the required

staff whose cost will be billed directly to the

Client.

ACTIVITY MONTH ( In Weeks )

1. Audit of Property Common Areas, Clubhouse and Machinery

2. Contract Review and Signing

3. Turn-over of Building Equipment and Facilities a. As-built Plans b. Equipment

Manuals c. Permits

d. Testing & Punchlisting

e. Acceptance

4. Turn-over of Common Areas and Amenities a. Inspection

b. Punchlisting c. Acceptance

5. Deployment of PFSPI

Management Team

Page 8: Prisgene 2009

One criteria of an excellent Property Manager is to report all activities at the Property. In this aspect,

PFSPI will provide all necessary reports relative to Administration, Engineering, Finance and

Accounting, Contractual Services.

The report will also include:

• Planned activities for the following month based on the annual plan.

• Highlights of operations of the different departments will be the main item of the report.

• Performance evaluation of the various third party contractors to ensure that all contractual

obligations are adhered to and standards are applied according to agreed plans and programs.

Management Team Requirements To enable PFSPI’s on-site management team to discharge its duties and functions in the most efficient

way possible, we look to our clients in assisting with the on-site provision of adequate management tools

and paraphernalia.

The Management Office shall be the center of operations at the Property where all on-site staff and

third party contractors will report to before proceeding to their assigned location of responsibility.

The office should be provided with a computer together with the basic peripherals to establish

the computerized system of works requisition, administration work, tenants’ 201 Files, and others.

Only licensed computer software will be loaded to the computer for legal purposes. Basic

furniture shall be provided for all operative personnel.

Page 9: Prisgene 2009

On-Site Management Team ----

PFSPI assigns professionals, all of whom have

extensive experience in Property Management,

engineering and technical services, housekeeping

and sanitation, will be working cohesively to

provide the expertise and services your property

requires.

The PFSPI Manager reports directly to the Board of Directors.

Continuous support from the Central Office will be provided to

the Property Manager (e.g. engineering, administration, accounting, legal, etc.) to ensure consistency in

the operations and management of the Property. Our Property Manager will ensure that all operational works in their respective areas are monitored in

compliance with specified standards.

Page 10: Prisgene 2009

Engineering

• The Property Manager is responsible for the routine maintenance, upkeep and

repair of all plant and equipment of the Property such as motors, pumps, ground

facilities including perimeter lighting, drainage and sewerage, water facilities and

waterways, entrance and exit doors, etc.

• Formulation of a planned Preventive Maintenance Program for all facilities to ensure

that all plant and machinery, and Property facilities are functioning at an economic

level and downtime is minimized or totally eliminated.

Scope of Services

• Formulate bidding procedures for contractors if major repairs or improvements are

required.

• Prepare the necessary terms of

reference from scope of work to

evaluation and recommendation of

winning bidder.

• Periodic studies will be conducted

specifically for improvements of

Property facilities for possible

upgrading.

• Provide other ancillary services to

Property residents and / or tenants

such as minor electrical works,

plumbing, carpentry, etc. for better

security control of personnel

coming in and out of the

Property.

• Personnel to be used will be coming from the PFSPI Central Office and contracts will

be direct to residents and / or tenants.

• Organize an Emergency Team to cope with both man-made and natural emergencies

in compliance with prescribed safety standards for properties.

• Coordinate with Property residents in the formulation of emergency guidelines and

procedures for their safety and protection.

• Seminars will be conducted to attain the highest standard of safety for the

Property.

• Long - range maintenance plans will be formulated for operational efficiency, prevent

down time, energy conservation and proper utilization of the Property facilities.

Page 11: Prisgene 2009

Administration • Set-up the manpower requirements of the Property in accordance with approved

manpower structure and deployment schedules.

• Formulate and prepare the Building Rules and Regulations and if there is already

one, recommend improvements based on industry practice for enhancement and

easier enforcement.

Scope of Services

• Monitor and review all plans and designs for any renovation to conform with the

Property’s integral design and philosophy and make recommendations for

amendments or approval.

• Enforce the Property’s Deed of Restrictions, if any, through strict monitoring and

coordination with the Property residents.

• Keep and maintain residents’ / tenants’ record and information sheet for efficient

monitoring and coordination between the residents and / or tenants and Property

Manager.

• Responsible for March-In and March-Out of Property residents / tenants.

• Responsible for tenancy services and clarification of policy issues with regard to

operational matters of the Property.

• PFSPI will advise or arrange for the necessary insurance cover for the

development with respect to fire, earthquake, flooding, comprehensive general

liability, employee’s compensation, plant and machinery cover, etc.

• Responsible for vehicle control, ingress and egress of vehicles, pedestrian traffic and

control, No - I.D., No - Entry System, etc.

• The approved valuation shall be the basis for the tender of bids of possible

insurance companies to attain an economic premium level for the development.

• PFSPI will implement its procurement procedures through tender of bids or a minimum

of at least three (3) quotations for better control of expenditures and quality of materials

purchased.

• Liaise and coordinate as and when necessary with the relative government

agencies for the maintenance, upkeep and management of the Property.

• Attend to all suggestions and complaints of residents for better management and

reply in writing within twenty-four (24) hours.

• Maintain a harmonious / cordial relationship with residents for easy

• Understanding of their obligations in terms of contributions and expenses.

Page 12: Prisgene 2009

Finance, Accounting, & Budget • The Property Manager will be responsible for the financial management and

accounting of all contributions and expenditures for the Property.

• PFSPI will fully implement the accounting system and procedures designed for the

operation of the Property.

• Prepare and formulate an annual budget based on the annual plan and

assumption of forecast for expenses.

Scope of Services

• Prepare / formulate a capital expense budget of the Property based on audit findings.

• Prepare profit and loss statement on a monthly basis.

• Prepare billing statement and implement the timely collection of regular assessments

or maintenance fees.

• Control of all out-goings and recommend the disbursements in compliance with

approved budgets.

• Prepare a quarterly financial report to include balance sheet and profit and loss

statement.

• Provide monthly cash position report including budget variances and schedule of

receivable and aging analysis.

Page 13: Prisgene 2009

Third Party Contract Management

General Housekeeping

• Emphasis in this service will be given priority since cleanliness and sanitation is a

reflection of good and quality management.

• Supervise and monitor the maintenance personnel for the cleaning of all common

areas of the Property.

Scope of Services

• Formulate custodial work orders and schedules to maintain the highest standard of

cleanliness and sanitation.

• This will include personnel deployment schedules with exact location of responsibilities

for better work coordination.

• Formulate a comprehensive cleaning and sanitation guideline and procedures to attain

the highest quality of cleanliness and hygiene.

• Set-up the regular and periodic system of reporting for cleanliness, sanitation, waste

management and garbage disposal system, etc.

Security Force Management

• Monitor the security force contractor for adherence to established procedures and

guidelines.

• Assist the security contractor in the formulation of a comprehensive security

and defense plan and program for the Property for the security of all

homeowners and / or tenants.

• Set-up and formulate a comprehensive evacuation plan in case of exigencies

such as fire, earthquake, typhoon, flooding, etc. and periodic review of the

security system for possible improvement in its implementation to attain greater

efficiency and prevention of losses.

• Formulate and implement the guests handling procedure, identification

system, vehicle traffic ingress and egress, speed limitation and other safety

measures.

• A periodic inspection of a Security Consultant will be implemented to ensure

the security of all homeowners / tenants in the building.

• The Security Service Provider will be evaluated on a monthly basis to

prevent lapses in the terms of the contract.

Page 14: Prisgene 2009

Safety Enforcement

• In coordination with the homeowners, PFSPI will ensure that all safety

measures are implemented in any improvements and renovations in

compliance with existing Property Guidelines and other laws on safety.

• Set-up a Fire Fighting Team to address the safety concern of all homeowners of the

Property.

• Require the services for a Risk Management Consultant as and when

necessary.

Scope of Services

Landscaping

• Supervise and monitor the Association’s maintenance personnel to fully implement the

greening requirements of the Property.

• Establish work responsibilities and schedules for better coordination in the greening

maintenance of all common areas of the Property.

• Performance evaluation will be conducted to comply with agreed terms and

conditions of the contract.

Waste Management

In coordination with the local government unit, PFSPI will utilize as much as

possible their garbage collection and disposal capability.

• In case of deficiency, PFSPI will engage the services of an outside contractor

to correct the shortcoming.

• Guidelines for dumping of wastes and garbage will be designed to help the

environmental concerns of the Property.

• Color coding scheme of trash bags will be implemented to determine

biodegradable and non-biodegradable wastes and materials.

Pest Management

• A detailed pest management program will be designed for the Property.

• PFSPI will accredit pest management companies, duly licensed by the FPA

and have registered entomologist to conduct pest management services inside

the Property.

• Chemicals to be used will be subjected to material data scrutiny to

determine the effect to human life, soil, Property, water and the general

surroundings.

• Performance evaluation will be conducted to comply with agreed terms and

conditions of the contract.

• Establish work responsibilities and schedules for better coordination in the

pest control treatment of all common areas of the Property.

Page 15: Prisgene 2009

Construction Management Prisgene Facility Services Professionals, Inc. (PFSPI) will provide the general

administration and management services and act as Project/Construction Managers for the

project.

The general objective of the Project/Construction Manager is to ensure that the project is

executed and completed in accordance with the quality, time, schedule and other terms of

the construction contract and the general sound engineering practices for construction and

development.

Scope of Services

The following are the specific tasks to be performed by the Project/Construction Manager

for the Owner/Developer:

1. Assign a Project/Construction Manager, Project/Construction Engineer and other

Technical Staff to provide the technical and administrative support needed for the

execution of the plans and specifications prepared by the Architects and Engineers.

2. Review of all construction documents, i.e., plans, specifications, shop drawings for the

purpose of coordination and consistency of requirements and conditions. Any conflict or

discrepancies in the construction documents shall be brought to the attention of those

concerned for clarification and/or decision.

3. Prepare an overall program of work to be

undertaken during the construction phase

in close coordination with the General and

Trade Contractors.

4. Prepare the Terms of Reference for the

different trades from pre-qualification to

pre-bid conferences keeping in mind the

Architectural and Engineering

requirements of the project development

5. Obtain tender of bids or conduct

negotiations including issuance of notice

of award, notice to proceed and

preparation of construction contracts.

6. Receive and evaluate tender of bids at

the designated time and place from

qualified bidders.

7. Review acceptability of tender of bids

Page 16: Prisgene 2009

submitted relative to and in compliance with bonds and financing requirements as

stipulated in the Terms of Reference. All awards shall be subject to the approval of the

Owner/Developer.

8. Review and evaluate architectural and engineering plans, specifications and other

contract documents for completeness and adequacy for implementation.

9. Provide liaison between the Contractor and the Owner/Developer on all matters in

relation to the construction activities. Scope of Services

10. Keep the Owner/Developer adequately informed of the construction activities, schedules

and problems that may affect the project.

11. Provide supervision and inspection of the project development by providing adequate

construction management staff to ensure satisfactory compliance of the contract

requirements, i.e., plans, specifications, schedules and all other related documents

12. Monitor the development of the project in relation to the budget or construction cost,

schedule and quality of work and make recommendations to the Owner/Develop for

courses for action, as may be required and necessary.

13. Implement decisions/instructions made by the Owner/Developer. Communicate

accurately all decisions to the contractor and make certain they are faithfully complied

with in accordance with agreed terms and conditions of the construction contract.

14. Provide the Owner/Developer with current costing and information regarding the

progress of the works as they proceed.

15. Review and comment on the Master Construction Schedule.

16. Review logic of activity sequence, the construction methodology that will be

implemented, and evaluate the reasonableness of time schedules, etc.

17. Ascertain that the contractor obtains all necessary permits, clearances, rights-of-way

and/or approvals from pertinent authorities that may be required for the uninterrupted

execution and implementation of the construction contract.

18. Prepare cost estimate and bill of materials for the proposed changes to the contract of

work, time extension, contract amendment, supplementary contracts, etc.

19. Monitor construction operations to ensure project development completion within

established time schedule and inform the Owner/Developer on any slip-up and probable

delay in the project.

20. Prepare monthly progress report evaluating project development accomplishments

against projections.

Page 17: Prisgene 2009

21. Review billing for progress payment of contractors and verify and confirm quantities of

accomplishments.

22. Arrange for supervised field testing requirements of materials and equipments outlined in

the contract documents.

23. Arrange for and verify measurements and determine quantities covered by unit price as

stipulated in the contract. Scope of Services

24. Review shop drawings / catalogues / brochures and sample submittals for compliance to

contract requirements.

25. Conduct the construction committee and coordination meetings held weekly on site

and/or as the need arise and prepare minutes of such meetings.

26. Attend project development Management Committee meetings as may be required by

the Owner/Developer.

27. Issues notices to contractors and suppliers regarding non-compliance to contractual

obligations.

28. Review and monitor the safety, security and sanitation requirements and programs of

contractors.

29. Conduct inspection with the Owner/Developer and Consultants upon completion of the

project development.

30. Perform punch list exercise of the project development together with the

Owner/Developer and various contractors and ensure compliance to recommended

corrections and/or adjustments required.

31. Review all as-built drawings and equipment operation and maintenance manuals

submitted by various contractors and suppliers.

32. Arrange for and verify measurements and determine quantities covered by unit price as

stipulated in the contract.

33. Review shop drawings / catalogues / brochures and sample submittals for compliance to

contract requirements.

34. Conduct the construction committee and coordination meetings held weekly on site

and/or as the need arise and prepare minutes of such meetings.

35. Attend project development Management Committee meetings as may be required by

the Owner/Developer.

36. Issues notices to contractors and suppliers regarding non-compliance to contractual

obligations.

Page 18: Prisgene 2009

37. Review and monitor the safety, security and sanitation requirements and programs of

contractors.

38. Conduct inspection with the Owner/Developer and Consultants upon completion of the

project development.

39. Perform punch list exercise of the project development together with the

Owner/Developer and various contractors and ensure compliance to recommended

corrections and/or adjustments required.

Scope of Services

40. Review all as-built drawings and equipment operation and maintenance manuals

submitted by various contractors and suppliers.

41. Perform testing and commissioning of all plant and equipment of the project development

in coordination with suppliers and contractors.

42. Issue acceptance certificates to contractors upon full satisfaction of the Owner /

Developer and Construction/Project Manager.

43. Evaluate and process contractors’ final payment and retention upon submission of

required warranty bonds.

44. Hand-over the entire project development to the Owner/Developer upon full completion

of all requirements and declare the project development operational.

Page 19: Prisgene 2009
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