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Schedule of Historical Events (SOHE)
One component of a package of 10 key oversight documents for asset management.

The schedule of historical events is a concise ordered history of the "significant" events at the building, organized either by year, by asset or by system, which may be presented in either chronological or reverse chronological order.  

For example: we replaced the roof in 2004 and had a flood from a suite in 2007. While an older building will generally have a longer history (and therefore longer schedule) than a younger building it is expected that there will be approximately one event entry for each year of life of the building. The SOHE is basically a 1-4 page document.



Content of SOHE
The schedule of historical events should contain the following basic information about each significant event.
  • A description of the event.
  • Classification of the type of event (eg., capital project, insurable loss, bylaw amendment, etc).
  • The year of occurrence (the exact date is generally not necessary).
  • Any records on file associated with the event.
  • The known value or cost associated with the event.
  • Any pertinent notes.
  • The initials of the person who logged the information.
A spreadsheet template is provided here.


The Importance of SOHE
Listed below is a summary of some of the key reasons why a schedule of historical events is important:

      The Building's Identity
  • Every building has a corporate memory that needs to be preserved.
  • A board of directors without a memory is a board of directors without knowledge. 
  • It establishes past trends and patterns in order to make better forecasts and determine reasonable trajectories.
  • It helps to capture the corporate memory.
      Transient Ownership
  • Board change every year
  • Property managers change
       The Owners' Future
  • Where a building has been is just as important as where it is going. SOHE helps identify patterns in our history that will have a bearing on our future.
  • History has a tendency to repeat itself. The history is a trajectory for the future.
The SOHE forms one of they reference documents for the Operations and Maintenance Support Information (OMSI).



Types of Events in SOTC

The chronology provides a summary of past events and milestones, such as:

It is not necessary to record routine maintenance in the SOHE as this is recorded in the SOMI.

The length of the SOHE will be dependent upon the age of the building, the amount of work completed and the diligence of the administrative personnel in capturing the correct granularity of data.
Examples of SOHE:
For example:
  • 2003 replaced roof
  • 2004 renewed sealant
  • 2007 replaced boiler
  • 2011 modernized elevator controls
The chronology may run from the date of construction until the base year.


Management of SOHE:
Listed below are some of the key sources of information for the schedule of historical events:
  • Minutes of board meetings.
  • Minutes of general meeting.
  • Insurance claim histories.
  • General ledger printouts.
  • Original owners and knowledgeable owners (ie., knowledge resources).
  • Former board members.
  • Former committee members.
Advantages of the SOHE list:
  • The appropriate level of granularity may be difficult to define.
Schedule of Historical Events SOHE
Fig. SOHE on the asset Management Pyramid with ten interconnected schedules.


Summary of past renewal events that have been completed and logged.
Fig. Sample SOHE for a building organized by system indicating major capital renewal projects.


I. Care is wondering about the database and software application that he needs to manage his facility
Fig. I. Care is wondering about the database and software application that he needs to remember all historical events and effectively manage his facility.


schedule of historical events SOHE
Fig. Excerpt from a schedule of historical events.


1  1
Fig. Examples of historical summaries created by different owners and posted on the wall in mechanical room.



A 3D conceptual representation of the capital projects completed at a facility and therefore located behind-the-horizon
Fig.  A 3D conceptual representation of the capital projects completed at a facility and therefore located behind-the-horizon.


I. Care was over zealous in trying to reveal the corporate memory of his building, which is deeply and delicately ingrained like the living layers in tree growth rings
Fig. I. Care was over zealous in trying to reveal the corporate memory of his building, which is deeply and delicately ingrained like the living layers in tree growth rings.


Schedule of Historical Events SOHE - excerpt
Fig. Excerpt from a sample schedule of historical events.

See also:
See other Schedules: Compare with:


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