Facility Management Flipbook

Work Order Management

Through collaboration and integration with the Client team, Cassidy Turley ensures service satisfaction

Repairs satisfactorily completed? i satisf t ri c l t

Expense approved by x e s rov y t Client

Client

Client

No

Yes

No

Service request submitted

and Cassidy Turley review options, develop

Client

Cassidy Turley Cassidy Turley confirms service completion with Client completion with Client

Lease reviewed to determine maintenance responsibility Lease revie ed t t r i e i ilit

Cassidy Turley requests vendor quotes for repairs

Estimated cost of repair less than $600?

Pricing sent to Pricing sent to Client for approval for approval Client

Whose responsibility is repair?

Client

No

Service request closed in system

Yes

Cassidy Turley S A M P L E Sample Responsibility Matrix r i r uest itt to qualified vendor Cassidy Turley confirms service co pleti it LL / Cassidy Turley c t t L / e r t i Request submitted via online portal? Service request entered into system by Cassidy Turley Cassidy Turley places service call to landlord or PM Landlord No Service request not to exceed $600 Service request submitted to Yes Vendor bid less than $5,000? Service request submitted to 2nd vendor for bid Yes No Cassidy Turley authorizes vendor to provide services Cassidy Turley completion with LLD/vendor Cassidy Turley contacts LLD/ vendor to resolve issue Category Landlord Tenant Lease is Silent Notes Doors X X Par. 13 Par. 13 Electrical Fire/Life Safety X Amend. 1, Par. 7:

Vendor invoice

Coded invoice, and approval sent to

Yes

less than $1,000?

Client

No

CapEX form, coded invoice, and approval sent to Client

Sprinkler System

Floors

X

Par. 13

Cassidy Turley manages all vendors to client-specific service level requirements

Foundation

X

Amend. 1, Par. 7

Glazing

X

Par. 13

Vendor assesses repair and provides price quote

2nd Vendor assesses repair and submits pricing

HVAC

X

Interior Décor

X

Cassidy Turley drives savings through our database of more than 4,200 local and national service providers including:

Vendor

Vendor

Cost of repair less than $600?

Vendor submits pricing for approval

Vendor completes repairs

Vendor completes repairs

No

Yes

Landlord completes repairs

Landlord performs repairs

Landlord

Landlord

4 | Cassidy Turley