1. Annual Reporting
1.1. YTD expenses by category
1.1.1. Variance explanation for categories $5,000 or 5%, whichever is greater.
1.1.1.1. Spreadsheet Server
1.2. To include all items in the Quarterly Business Review category
1.2.1. Qualitative
1.3. Annual report and presentation will serve as the Q4 Quarterly Business Review
1.3.1. Qualtitative
1.4. Personnel organizational structure
1.4.1. Manual
1.5. Value add statement
1.5.1. Qualitative
1.6. Accompanied by invoices for 2nd half performance fees and annual discretionary fees
1.6.1. Financial/JDE
2. Parking Lot
2.1. Use smartsheet project tracking?
2.2. Reporting space usage, pending Owens Corning Collaboration. HR data necessary
3. To dos
3.1. Bill Long
3.1.1. Bill to send example of Aware Canned Reports for KPIs
3.1.2. Bill to provide examples of existing Excel Based Inputs
3.1.3. Bill to categorize Excel Reports that do not currently exist, document as "Pending Design"
3.1.4. Bill to provide proposed User list and responsilities
3.1.5. Bill to send example of Prowatch Canned Reports for KPIs
3.2. John Questions
3.2.1. Ask about Realogic
3.2.2. Ask about Nexus Payables
3.2.2.1. Yes
3.3. Working Session
3.3.1. Is Customer Service tab manually created based off of Survey results
3.3.1.1. Tab: Customer Service
3.3.1.1.1. Manually populated
3.3.1.1.2. Not married to Survey Monkey
3.3.1.2. File: Client Satisf Survey Q4
3.3.2. Do the reports from Aware generate the PM-Ops tab? Sample of reporting?
3.3.2.1. Tab: PM-Ops
3.3.2.1.1. Pulls csv report from Aware
3.3.3. ProLaunch raw data look like for Parking Lot Occupancy
3.3.3.1. Tab: PM-Parking
3.3.3.1.1. Manually done by secuirty
3.3.3.1.2. Maybe create something in Smartsheet for them to input
3.3.3.2. Prolaunch report, can we run for multiple days? Or a month? What duration counter mean?
3.3.3.2.1. No report
3.3.4. Where is "Waste to Landfill info" coming from?
3.3.4.1. Tab: PM-Waste
3.3.4.1.1. Data extraction from a variety of Vendors
3.3.4.1.2. Pulls information from Invoices and inputs it manually monthly
3.3.4.1.3. Maybe create something in Smartsheet for them to input
3.3.5. How is FM Population derived?
3.3.5.1. Tab: FM-Population
3.3.5.1.1. ProWatch swipes drives the data
3.3.5.1.2. Need to see if ProWatch can determine between Employee and Contractor
3.3.5.1.3. Location data comes out of CAD system --> not significant at this time
3.3.6. Does the FM-Occupancy tab comes from the ProWatch report?
3.3.6.1. Tab: FM-Occupancy
3.3.6.1.1. All comes from ProWatch- total number of unique entries per day
3.3.6.2. File: ProWatch Reports
3.3.7. Where are we tracking Moves and Churn? Could we create a form that provides useful metadata around the move?
3.3.7.1. Tab: FM - MAC
3.3.7.1.1. Maybe create something in Smartsheet for them to input
3.3.7.1.2. Could be work order types in Aware
3.3.7.1.3. Move Survey reporting
3.3.7.2. File: Move Survey Link
3.3.8. Comfort calls, what metadata should exist around these?
3.3.8.1. Tab: ENG-Activity
3.3.8.1.1. All Aware based reports
3.3.9. For the utility information, how are you currently collecting this?
3.3.9.1. Tabs: ENG-Utilities & ENG-EV
3.3.9.1.1. Collected from Bills, some solar/meter reading
3.3.9.1.2. Invoices are used and reconciled
3.3.9.1.3. Similar to waste
3.3.9.2. Utility KPIs have cost component in the Annual Report, where is this from?
3.3.9.2.1. not concerned with tracking cost
3.3.10. Where does EV Consumption comes from?
3.3.10.1. Tab: ENG-EV
3.3.10.1.1. Uses Charge point to pull data and create report
3.3.11. For the conference services metrics, was the data from Conf Serv tab pulled from Rendezvous
3.3.11.1. Tab: Conf Serv
3.3.11.1.1. Raw data comes from Rendezvous
3.3.12. What is the Monthly shipping and receiving mail and packages file pertain to?
3.3.12.1. Data for mail room operation metrics
3.3.12.2. New to report --> need to come up with reporting for this
4. Legend
4.1. Current State
4.2. Speculative
4.3. Out of scope
4.4. Raw Reports from System
4.5. Complete
5. Monthly Reporting (Potentially realtime)
5.1. Operations Reporting
5.1.1. Customer Satisfaction Metrics
5.1.1.1. Survey Monkey
5.1.2. Work Order Metrics
5.1.2.1. Aware
5.1.3. Parking Lot Utilization (Occupancy)
5.1.3.1. Excel based
5.1.3.2. Prolaunch
5.1.4. Building Population
5.1.4.1. Prowatch
5.1.4.2. Excel
5.1.5. Moves/Adds/Changes Data
5.1.5.1. Employees moving from space to space
5.1.5.1.1. Excel
5.1.6. Comfort Call Metrics
5.1.6.1. Excel
5.1.7. Utility Consumption and Variance
5.1.7.1. Excel based
5.1.8. Conference Services Metrics
5.1.8.1. Robin
5.1.9. Capital Project Status report
5.1.9.1. Excel
5.1.10. Operation of the Mail Room
5.1.10.1. Sun Suite
5.1.10.1.1. Maybe some manual
5.2. Financial Reporting
5.2.1. Operating Expense variance report with narrative for variances of $2,000 or 5%, whichever is greater.
5.2.1.1. JDE
5.2.1.2. Excel layer
5.2.2. Capital Project Spend and Forecast report
5.2.2.1. JDe
5.2.3. Accruals report
5.2.3.1. JDE
5.3. Business Process
5.3.1. Could potentially be a weekly exercise
5.3.2. Organize views by Job Responsibilities
5.3.2.1. dfdfd
5.3.2.2. dffddf
6. Quarterly Reporting
6.1. YTD Expenses by category
6.1.1. Variance explanation for categories $2,000 or 5%, whichever is greater.
6.1.1.1. Spreadsheet server?
6.1.2. JDE Numbers
6.1.2.1. 03261
6.1.2.2. POP Reports
6.2. Quarterly Scorecard of performance to all 30 KPI's by category
6.2.1. P&P Maintenance
6.2.1.1. Preventative/Predictive
6.2.1.1.1. Aware
6.2.1.1.2. Professional Judgement Made
6.2.1.1.3. Two layers
6.2.2. Service Quality & Customer Satisfaction
6.2.2.1. "Issue Logs" to capture current One Note tracking?
6.2.2.2. Speculative other sources
6.2.3. Safety & Risk Management
6.2.3.1. ISM
6.2.3.1.1. Recordable injury rate
6.2.3.2. Possibly remain manual due to low volume
6.2.4. Reporting
6.2.4.1. (Delivery of Reporting) Business Process exectuion
6.2.5. Performance of Work
6.2.5.1. (Delivery of Reporting) Business Process exectuion
6.2.6. Facility Appearance
6.2.6.1. Speculative Inspection Software?
6.2.6.2. Smartsheet form
6.2.6.3. Manually documenting issues found
6.2.7. Resources
6.2.7.1. Staffing analysis
6.2.7.2. Not a painpoint
6.2.8. OC Alignment
6.2.8.1. Qualitative analysis of how we are adhering to their corporate culture
6.2.9. Improvement, Value, Innovation
6.2.9.1. Surface value add projects. Qualitative summary
6.2.10. Community Connection
6.2.10.1. Qualitative representation of Owen Corning
6.2.11. Cost Control
6.2.11.1. Budgeting
6.2.11.2. Compliance to budget
6.2.11.3. Responsiveness to changes in budget
6.3. Reporting space usage, "churn" , and cost of relocations
6.3.1. Reporting space usage, pending Owens Corning Collaboration. HR data necessary
6.3.2. Excel based
6.3.3. Cad to hold drawings
6.4. To include any service inspection reports including but not limited to life safety devices, JHA inspections, critical equipment service
6.4.1. Aggregate in reporting package
6.4.2. Vendor provided