Scope of Project:
- Sustain Group provides a coordination function to engage the Landlords and organise equipment/asset replacements via a Landlord Claim
- Sustain Group has a database (extract on second tab of excel workbook) detailing the status of all Landlord Claims (note – some items have been redacted/modified).
- Landlord Claim Status in order are:
- New
- In Progress – More Info Required
- In Progress – Preparing Letter
- Letter with Property (internal Client contact)
- Letter With Landlord
- A Landlord Claim will result in one of two outcomes:
- Landlord Approved – Landlord approves Sustain Group Client to undertake the works and seek reimbursement via an Invoices
- Claim Status order
- Landlord Approved
- Invoice Raised
- Invoice Paid
- Cost Avoidance – Landlord advises Sustain Group that they will undertake the works themselves and then confirm completed
- Claims Status order
- Cost Avoidance
- Cost Avoidance – Evidence Completed
Trial Task
- Develop a dashboard to display the information – consider PowerBI or Google Data Studio – please consider if you were the Client what information would you want to see.
- Breakdown of the Claim Status (Column G) and corresponding other status can be found on the Instructions Tab
Instructions HeadingColumn WFM_ZONEA SITEIDB STORE NUMBERC STORE NAMED CLAIM_START_DATEE CLAIM_END_DATEF CLAIM_STATUSG DESCRIPTIONH ASSET_CODEI ASSET_DESCRIPTIONJ PROPERTY_MANAGERK LANDLORD_COMPANYL LETTER_SENT_DATEM LANDLORD_APPROVEDN COST AVOIDANCE_APPROVEDO COST AVOIDANCE - EVIDENC COMPLETEDP INVOIC RAISED DATEQ PAID_DATER INVOICE_AMOUNT_EX_GSTS INVOICE_GSTT INVOICE_AMOUNT_INC_GSTU SUCCESS_LIKELIHOODV SUSTAIN GROUP COORDINATORW CLIENT CONTACTX Explanation on Claim StatusCorresponding Column for Date of each Status APPROVED BY LANDLORDN COST AVOIDANCEO COST AVOIDANCE - EVIDENCE COMPLETEDP IN PROGRESS - MORE INFO REQUIREDE IN PROGRESS - PREPARING LETTERE INVOICE PAIDQ INVOICE RAISEDR LETTER WITH LANDLORDM LETTER WITH PROPERTY MANAGERM Data Extract WFM_ZONESITEIDSTORE NUMBERSTORE NAMECLAIM_START_DATECLAIM_END_DATECLAIM_STATUSDESCRIPTIONASSET_CODEASSET_DESCRIPTIONCLIENT PROPERTY_MANAGERLANDLORD (Building Owner)LETTER_SENT_DATELANDLORD_APPROVEDCOST AVOIDANCE_APPROVEDCOST AVOIDANCE - EVIDENC COMPLETEDINVOIC RAISED DATEPAID_DATEINVOICE_AMOUNT_EX_GSTINVOICE_GSTINVOICE_AMOUNT_INC_GSTSUCCESS_LIKELIHOODSUSTAIN GROUP COORDINATORCLIENT SITE CONTACT VIC ZONE 5Supermarket259M23-Nov-21APPROVED BY LANDLORDDoors binding - Doors delaminating. New Doors required.FSDRSFire DoorsVIC Tas Property ManagerLANDLORD H26-Nov-2125-Jan-22$ 5,642.50$ 564.25$ 6,206.75MediumKMGlen QLD ZONE 1Supermarket518S18-Aug-21APPROVED BY LANDLORDCompressor ReplacementACCMPAir Conditioning CompressorQLD Property ManagerLANDLORD H02-Sep-2109-Nov-21$ 19,996.46$ 1,999.65$ 21,996.11HighKMAndrew NSW ZONE 5Supermarket634L04-Jan-22APPROVED BY LANDLORDIndoor Fan Motor & PCB ReplacementACERPAir Conditioning Equipment RepairsNSW Property ManagerLANDLORD C12-Jan-2217-Jan-22$ 3,180.00$ 318.00$ 3,498.00HighNBJames NSW ZONE 4Supermarket258M23-Aug-21APPROVED BY LANDLORDEMC JOB - Ref 1258-20210812 - AHU 1, VSD failed and offline, requires investigation Contact EMC for support if required.ACERPAir Conditioning Equipment RepairsNSW Property ManagerLANDLORD H21-Oct-2104-Nov-21$ 3,717.00$ 371.70$ 4,088.70HighNBVinnie NSW ZONE 4Supermarket231H20-Jan-22APPROVED BY LANDLORDFaulty fire alarmFSERPFire Safety Equipment RepairsNSW Property ManagerLANDLORD H21-Jan-2228-Jan-22$ 10,828.74$ 1,082.87$ 11,911.61HighNBVinnie NSW ZONE 4Supermarket649M24-Aug-21APPROVED BY LANDLORDBoiler Fan Motor ReplacementACHWBHeating Water - BoilerNSW Property ManagerLANDLORD A25-Aug-2110-Sep-21$ 5,109.00$ 510.90$ 5,619.90HighNBVinnie NSW ZONE 5Mini-Mart449P24-Aug-21APPROVED BY LANDLORDOffice AC Compressor ReplacementACCMPAir Conditioning CompressorNSW Property ManagerLANDLORD F24-Aug-2124-Aug-21$ 3,215.00$ 321.50$ 3,536.50HighNBWarran NSW ZONE 6Supermarket180C15-Nov-21APPROVED BY LANDLORDFire Panel Replacement.FSERPFire Safety Equipment RepairsNSW Property ManagerLANDLORD F18-Nov-2123-Dec-21$ 4,055.00$ 405.50$ 4,460.50HighNBGrant WA ZONE 2Supermarket352M26-Aug-21APPROVED BY LANDLORDFault HVAC Damper - ReplacementACERPAir Conditioning Equipment RepairsWA Property ManagerLANDLORD D03-Sep-2121-Sep-21$ 1,307.04$ 130.70$ 1,437.74HighNBKetan NSW ZONE 6Supermarket228C30-Aug-21APPROVED BY LANDLORDCompressor ReplacementACCMPAir Conditioning CompressorNSW Property ManagerLANDLORD H01-Sep-2109-Nov-21$ 34,680.00$ 3,468.00$ 38,148.00HighNBGrant WA ZONE 1Supermarket304B27-May-21APPROVED BY LANDLORDfan motor replacementACERPAir Conditioning Equipment RepairsWA Property ManagerLANDLORD A01-Jun-2118-Jun-21$ 3,816.00$ 381.60$ 4,197.60HighEL/NBTim NSW ZONE 5Mini-Mart329P19-May-21APPROVED BY LANDLORDRoof anchor points to be certifiedBDRAPRoof Safety Equipment - Anchor PointsNSW Property ManagerLANDLORD H19-May-2119-May-21$ 1,871.20$ 187.12$ 2,058.32HighEL/NBFiona NSW ZONE 5Supermarket088W27-Jan-22APPROVED BY LANDLORDRepairs to Kerbing in Carpark - Kerbing and Driveway reconfiguration to allow larger turning space for driversNSW Property ManagerLANDLORD H27-Jan-22$ 4,371.88$ 437.19$ 4,809.07MediumNBJames WA ZONE 1Supermarket316P02-Aug-21APPROVED BY LANDLORD*Compressor, Fans & PCB faults.* PB:FRI ATT----AC6 FAN FAIL FAULTRFRCKRackWA Property ManagerLANDLORD H03-Aug-2120-Aug-21$ 6,453.20$ 645.32$ 7,098.52HighNBTim NSW ZONE 1Supermarket302A18-Nov-21APPROVED BY LANDLORDFire/Smoke Detector Replacement (20x)FSERPFire Safety Equipment RepairsNSW Property ManagerLANDLORD C24-Nov-2106-Dec-21$ 5,347.04$ 534.70$ 5,881.74HighNBAaron NSW ZONE 6Supermarket164S19-Nov-21APPROVED BY LANDLORDMale Toilets are overflowing & female toilets are clogged over.PLTLTToiletsNSW Property ManagerLANDLORD C26-Nov-2114-Dec-21$ 9,207.65$ 920.77$ 10,128.42HighNBGrant NSW ZONE 1Supermarket603S05-Aug-21APPROVED BY LANDLORDReplacement of Supply Air Fan - Services Bakery Area.ACERPAir Conditioning Equipment RepairsNSW Property ManagerLANDLORD H06-Aug-2106-Aug-21$ 3,264.00$ 326.40$ 3,590.40HighNBAaron NSW ZONE 3Supermarket323P13-Jul-21APPROVED BY LANDLORDinadequate lighting - carparkELFLUFluorescent LightingNSW Property ManagerLANDLORD H01-Nov-2127-Jan-22$ 24,026.06$ 2,402.61$ 26,428.67HighEL/NBWarran QLD ZONE 6Supermarket710P15-Sep-21APPROVED BY LANDLORDReplacement of the Raypak boiler to the A/C system on the plant deck located on the roof.ACERPAir Conditioning Equipment RepairsQLD Property ManagerLANDLORD E20-Sep-2113-Oct-21$ 8,972.50$ 897.25$ 9,869.75HighKMBrendan NSW ZONE 4Mini-Mart319P14-Jan-22APPROVED BY LANDLORDCondenser Fan ReplacementACACCAir Conditioning CondenserNSW Property ManagerLANDLORD D19-Jan-2220-Jan-22$ 2,884.00$ 288.40$ 3,172.40HighNBDavid NSW ZONE 5Mini-Mart329P12-Jul-21APPROVED BY LANDLORDCeiling repair in cheese fridgePLERPPlumbing Equipment RepairsNSW Property ManagerLANDLORD H12-Jul-21$ 3,216.00$ 321.60$ 3,537.60HighEL/NBVinnie NSW ZONE 5Mini-Mart166C27-Jul-21APPROVED BY LANDLORDFresh Air Fan Replacement - BOH fresh air fan is down to earth due to fuses internal motor winding.ACBOHBack of House Air ConditioningNSW Property ManagerLANDLORD H19-Aug-2118-Aug-21$ 3,325.00$ 332.50$ 3,657.50HighNBJames NSW ZONE 4Supermarket061C28-Jun-21APPROVED BY LANDLORDRoof leak above aisle 11 , produce dep't and 2 at the back dock .SFCLGCeilingNSW Property ManagerLANDLORD H29-Jun-2129-Jun-21$ 5,616.00$ 561.60$ 6,177.60HighELVinnie VIC ZONE 4Supermarket341R17-Nov-21APPROVED BY LANDLORDBox Gutters and 4 x Sump PumpsPLGTRGutteringVIC Tas Property ManagerLANDLORD H19-Nov-2112-Jan-22$ 9,660.00$ 966.00$ 10,626.00MediumKMDavid VIC ZONE 5Supermarket259M23-Nov-21APPROVED BY LANDLORDRoof leaking in the back dock on awning at the back dockPLRFSRoof GeneralVIC Tas Property ManagerLANDLORD H26-Nov-2125-Jan-22$ 2,840.00$ 284.00$ 3,124.00MediumKMGlen NSW ZONE 5Supermarket380U19-May-21APPROVED BY LANDLORDCompressor ReplacementACACCAir Conditioning CondenserNSW Property ManagerLANDLORD B15-Feb-21$ 26,700.00$ 2,670.00$ 29,370.00HighEL/NBJames NSW ZONE 2Supermarket196C19-Aug-21APPROVED BY LANDLORDDoors rottingFSDRSFire DoorsNSW Property ManagerLANDLORD C08-Sep-2113-Sep-21$ 2,003.91$ 200.39$ 2,204.30HighEL/NBDavid NSW ZONE 6Supermarket961T19-Jan-22APPROVED BY LANDLORDCondenser Replacement - temperature not changingACFCUOffice Amenities Air ConditioningNSW Property ManagerLANDLORD E21-Jan-2224-Jan-22$ 4,749.68$ 474.97$ 5,224.65HighNBGrant VIC ZONE 4Supermarket313H17-Sep-21APPROVED BY LANDLORDVIC - Compressor 1 in oil pressure fault - store does not have heating - need the tech ASAPACERPAir Conditioning Equipment RepairsVIC Tas Property ManagerLANDLORD C06-Oct-2107-Oct-21$ 17,632.25$ 1,763.23$ 19,395.48HighKMDavid VIC ZONE 3Liquor342A16-Nov-21APPROVED BY LANDLORDLandlord Recoverable- Replace Hvac evaporator coil as per attached quoteACERPAir Conditioning Equipment RepairsVIC Tas Property ManagerLANDLORD E19-Nov-2113-Dec-21$ 9,800.00$ 980.00$ 10,780.00HighKMScott NSW ZONE 3Supermarket328P23-Nov-21APPROVED BY LANDLORDAHU VSD HVAC ReplacementACERPAir Conditioning Equipment RepairsNSW Property ManagerLANDLORD H08-Dec-2117-Dec-21$ 4,452.00$ 445.20$ 4,897.20HighNBKylie SA/NT Zone 1Supermarket647M23-Jun-21APPROVED BY LANDLORDReplace and Upgrade of the external awning that covers the customer access ramp to the western side of smkt as it is rotten and end of lifeBDERPBuilding Equipment RepairsSA/NT Property ManagerLANDLORD H23-Jun-21$ 47,484.00$ 4,748.40$ 52,232.40HighEL/NBJason NSW ZONE 4Mini-Mart755C24-Mar-21APPROVED BY LANDLORDLoading dock supply fan replacementACERPAir Conditioning Equipment RepairsNSW Property ManagerLANDLORD C29-Mar-21$ 4,474.00$ 447.40$ 4,921.40HighEL/NBVinnie NSW ZONE 2Supermarket137M13-Dec-21APPROVED BY LANDLORDFire Panel ReplacementFSERPFire Safety Equipment RepairsNSW Property ManagerLANDLORD A17-Dec-2117-Dec-21$ 4,853.62$ 485.36$ 5,338.98HighNBDavid NSW ZONE 3Liquor956J26-Oct-21APPROVED BY LANDLORDPCB & Inverter Compressor ReplacementACCMPAir Conditioning CompressorNSW Property ManagerLANDLORD H26-Oct-2104-Nov-21$ 5,605.00$ 560.50$ 6,165.50HighNBKylie QLD ZONE 1Supermarket562B07-Dec-21APPROVED BY LANDLORDSupply and install new extra large step flashing, approximately up to 20 metresPLGTRGutteringQLD Property ManagerLANDLORD E14-Dec-2114-Dec-21$ 6,000.00$ 600.00$ 6,600.00HighKMAndrew NSW ZONE 4Supermarket934M20-Dec-21APPROVED BY LANDLORDBoiler Safety Valve ReplacementACERPAir Conditioning Equipment RepairsNSW Property ManagerLANDLORD H21-Dec-2127-Jan-22$ 2,150.00$ 215.00$ 2,365.00HighNBVinnie VIC ZONE 2Supermarket139K21-Sep-21APPROVED BY LANDLORDElectric Duct Heater ReplacementVIC Tas Property ManagerLANDLORD E22-Sep-2123-Sep-21$ 7,343.60$ 734.36$ 8,077.96HighKMScott VIC ZONE 1Supermarket604O06-Dec-21APPROVED BY LANDLORD2 PAC units require replacementACTRATrade Floor Air ConditioningVIC Tas Property ManagerLANDLORD F16-Dec-2121-Dec-21$ 29,500.00$ 2,950.00$ 32,450.00MediumKMMatt NSW ZONE 1Supermarket997O22-Sep-21APPROVED BY LANDLORDBAKERY HOOD FANS SWITCHES- ONE LIGHT SWITCH IS RED AND SAYS SYSTEM FAULTACERPAir Conditioning Equipment RepairsNSW Property ManagerLANDLORD H24-Sep-2122-Oct-21$ 3,577.00$ 357.70$ 3,934.70HighNBAaron QLD ZONE 2Supermarket702B30-Sep-21APPROVED BY LANDLORDReplacement of Dock LevelerQLD Property ManagerLANDLORD H05-Oct-2113-Dec-21$ 7,870.00$ 787.00$ 8,657.00HighKMPeter VIC ZONE 3Supermarket327B04-Nov-21APPROVED BY LANDLORDMoving Walk Repairs MW1 & 2VIC Tas Property ManagerLANDLORD H08-Nov-2101-Dec-21$ 20,940.00$ 2,094.00$ 23,034.00HighKMScott QLD ZONE 1Supermarket566E09-Dec-21APPROVED BY LANDLORDHVAC CompessorACCMPAir Conditioning CompressorQLD Property ManagerLANDLORD H09-Dec-2116-Dec-21$ 57,155.69$ 5,715.57$ 62,871.26HighKMAndrew VIC ZONE 2Supermarket271M12-Nov-21APPROVED BY LANDLORDReplace grates in loading dock as per quote $3870+ LANDLORD RECOVERABLEBDCPKCar ParksVIC Tas Property ManagerLANDLORD C29-Nov-2101-Dec-21$ 3,870.00$ 387.00$ 4,257.00HighKMScott NSW ZONE 6Supermarket164S26-Jul-21APPROVED BY LANDLORDHVAC Boiler Repairs.ACHWBHeating Water - BoilerNSW Property ManagerLANDLORD C24-Nov-2114-Dec-21$ 9,036.40$ 903.64$ 9,940.04HighNBGrant WA ZONE 1Supermarket320W05-Nov-21APPROVED BY LANDLORDfire pipe in ceiling leaking on shop floor infront of milk fridge.FSSPKFire SprinklersWA Property ManagerLANDLORD B05-Nov-21$ 2,540.50$ 254.05$ 2,794.55HighNBTim QLD ZONE 1Supermarket647R29-Oct-21APPROVED BY LANDLORD2nd Faulty Static Evap FanACAHUAir Conditioning Air Handling Unit (AHU)QLD Property ManagerLANDLORD A09-Nov-2110-Nov-21$ 7,367.80$ 736.78$ 8,104.58HighKMAndrew WA ZONE 2Supermarket387F11-Oct-21APPROVED BY LANDLORDstrong electrical smell coming from locker room ventACERPAir Conditioning Equipment RepairsWA Property ManagerLANDLORD E20-Oct-2120-Oct-21$ 2,639.25$ 263.93$ 2,903.18HighNBKetan NSW ZONE 6Liquor650R14-Oct-21APPROVED BY LANDLORDPAC Unit Supply Fan Deck Replacement - Trading FloorACERPAir Conditioning Equipment RepairsNSW Property ManagerLANDLORD D27-Oct-2128-Oct-21$ 3,879.00$ 387.90$ 4,266.90HighNBGrant NSW ZONE 6Supermarket148M06-Dec-21APPROVED BY LANDLORDAC Printed Circuit Board Replacement - Trading Floor.ACERPAir Conditioning Equipment RepairsNSW Property ManagerLANDLORD B09-Dec-2121-Dec-21$ 1,460.00$ 146.00$ 1,606.00HighNBGrant NSW ZONE 5Mini-Mart055P13-Oct-21APPROVED BY LANDLORDFaulty Trading Floor Fan Deck - Replacement RequiredACERPAir Conditioning Equipment RepairsNSW Property ManagerLANDLORD H19-Oct-2128-Oct-21$ 6,950.00$ 695.00$ 7,645.00HighNBVinnie QLD ZONE 2Supermarket522G04-Oct-21APPROVED BY LANDLORDReplace hail damaged Condensing unit coilACACCAir Conditioning CondenserQLD Property ManagerLANDLORD C14-Oct-2113-Jan-22$ 20,457.00$ 2,045.70$ 22,502.70MediumKMPeter WA ZONE 2Liquor153B20-Dec-21APPROVED BY LANDLORDSUPPLY AND INSTALL LADDER in Loading Dock FOR SAFE ACCESS TO ROOF.BDRAPRoof Safety Equipment - Anchor PointsWA Property ManagerLANDLORD H20-Dec-21$ 3,340.00$ 334.00$ 3,674.00HighNBKetan NSW ZONE 5Supermarket103L17-May-21APPROVED BY LANDLORDBooster fan motor replacementACERPAir Conditioning Equipment RepairsNSW Property ManagerLANDLORD H16-Feb-2117-May-21$ 9,077.00$ 907.70$ 9,984.70HighELJames NSW ZONE 4Liquor906B26-Nov-21APPROVED BY LANDLORDAC PCB Controller & Relay Replacement - Trading FloorACERPAir Conditioning Equipment RepairsNSW Property ManagerLANDLORD B09-Dec-2110-Dec-21$ 1,407.00$ 140.70$ 1,547.70HighNBVinnie VIC ZONE 3Supermarket209B06-Oct-21APPROVED BY LANDLORDreplace Facade frame and claddingVIC Tas Property ManagerLANDLORD H15-Oct-2105-Nov-21$ 14,947.40$ 1,494.74$ 16,442.14HighKMScott NSW ZONE 2Supermarket133Y01-Dec-21APPROVED BY LANDLORDguttering and eves on BWS side of building has come AwayPLGTRGutteringNSW Property ManagerLANDLORD F06-Dec-2107-Dec-21$ 6,903.60$ 690.36$ 7,593.96HighNBDavid VIC ZONE 2Liquor863K28-Oct-21APPROVED BY LANDLORDCEILING