Page 4 - Facility Management Flipbook

4 | Cassidy Turley
Work Order Management
Client
Cassidy Turley
Landlord
Vendor
Service request
submitted
Request
submitted
via online
portal?
Service request
entered into
system by
Cassidy Turley
Lease reviewed
to determine
maintenance
responsibility
Whose
responsibility
is repair?
Cassidy Turley
places service
call to landlord
or PM
Landlord
performs repairs
Landlord
Client
No
Yes
Estimated
cost of repair
less than
$600?
Service
request not to
exceed $600
Service request
submitted to
Yes
Vendor assesses
repair and
provides price
quote
Cost of
repair less
than $600?
Vendor
completes
repairs
Vendor submits
pricing for
approval
Yes
No
Pricing sent to
for approval
No
Vendor bid
less than
$5,000?
Service request
submitted to 2nd
vendor for bid
Yes
No
2nd Vendor
assesses repair
and submits
pricing
Cassidy Turley
requests vendor
quotes for
repairs
Expense
approved by and Cassidy
Turley review
options, develop
No
Cassidy Turley
authorizes
vendor to
provide services
Cassidy Turley
completion with
LLD/vendor
Cassidy Turley
completion with
Repairs
satisfactorily
completed?
Yes
Cassidy Turley
contacts LLD/
vendor to
resolve issue
Vendor
completes
repairs
No
Service request
closed in system
Vendor
invoice
less than
$1,000?
CapEX form,
coded invoice,
and approval
sent to
Coded invoice,
and approval
sent to
Landlord
completes
repairs
Yes
No
Client
Client
Client
Client
Client
Client
Lease revie ed
t t r i e
i
ilit
Category Landlord Tenant
Lease is
Silent
Notes
Doors X Par. 13
Electrical X Par. 13
Fire/Life Safety X
Amend. 1, Par. 7:
Sprinkler System
Floors X Par. 13
Foundation X Amend. 1, Par. 7
Glazing X Par. 13
HVAC X
Interior Décor X
Cassidy Turley drives savings through our database of more
than 4,200 local and national service providers including:
Cassidy Turley manages all vendors
to client-specific service level
requirements
Pricing sent
to Client for
approval
x e s
rov y
t
Cassidy Turley
confirms service
completion with
Client
i
satisf t ri
c l t
Through collaboration and
integration with the Client
team, Cassidy Turley ensures
service satisfaction
S A M P L E
Sample Responsibility Matrix
Vendor
Landlord
Client
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