6 | Cassidy Turley
Transition & Quality Control
Key transition phases and priorities will include:
1.
Planning:
Form an experienced transition team to address critical functions.
Develop an implementation calendar and goals with the client. Reaffirm objectives
with regard to timing, communication, and priorities.
2.
Relationship Building:
Visit the facility and introduce the Cassidy Turley Team to
key contacts. Provide communication for the transition and new processes. Meet
regularly with key personnel to discuss major initiatives and approaches.
3.
Technical Process:
Complete facility inspections to gather equipment and property
data; input into the technology platform. Setup policies and procedures.
4.
Financial Analysis:
Review the expenses and budgets if available for each facility.
Develop new budgets based on existing information and benchmarking.
5.
Transition Status:
Ensure the alignment of goals as the transition progresses.
Provide progress updates and any major initiatives or savings.
Cassidy Turley National & Local Resources
Project
Management
Transition & Quality
Control Team
Transition
Manager
Procurement
Technology
Engineering
Accounting
Human
Resources
Transition Newsletter
Our team of professionals is dedicated to
consistently delivering solutions that produce
superior results and champion Client business
goals. We believe in face-to-face relationships and
that hands-on problem solving is fundamental.
We become your partner and advocate, and are
passionate about achieving long-term success on
your behalf.
About Cassidy Turley
• 455 million square feet of managed space
• 60+ offices, 27 national markets
• 3,500+ professionals
• 28,000 managed Corporate Services
locations
• Partners with GVA outside of North
America
• Investor Services, Occupier Services,
Practice Groups, and Specialty Services
Quick Facts
Our Core Values
Fundamental to our success are our core values – our cornerstone principles. These principles reflect
what is most important to us as a firm and are the foundation of our company’s culture.
• Exceptional Results for Our Clients
• Dedication to Our Communities
• Growth for Our Company
• Energizing Workplace for Our Associates
Corporate Responsibility
Cassidy Turley’s dedication to service leads us to make an active commitment to environmental
sustainability and corporate responsibility. We encourage our tenants to join our efforts and urge
everyone to take simple steps that can make a difference. We design our policies and business
practices to reflect the highest standards of corporate ethics and governance. We are guided by our
values and are focused on doing the best we can to better our communities.
1515 Arapahoe Street, Suite 1200
Denver, CO 80202
T 303-312-4232
Transition Newsletter
We are pleased to announce that Cassidy Turley has assumed the management responsibilities of Client office
locations effective August 1, 2012. To ensure your transition experience is one of team building and success,
we will follow several guiding principles to mitigate risk and streamline the transition process. As a first step,
we’ve assembled a top-notch transition team to lead us through the process. For the Client transition, the team
will be comprised of the following members:
• Account Executive – J Glasgow
• Deputy Alliance Executive – Alex Fox
• Transition Manager – Chris Barbour
• Transition Coordinators – Alicia Riley and Travis Maune
• Engineering Transition Manager – Kevin Brady
Welcome Team!
• Carpet/Flooring
• Doors/Locks/Keys/Windows
• Electrical
• Exterior Repairs & Mainten ce
• Exterminating
• Fire/Life/Safety
• Furniture/Move Management
• HVAC
• Interior Repairs & Maintenance
• Janitorial
• Landscaping/Snow Removal
• Lighting
• Parking Lot/Garage
• Plumbing
• Security
• Telephone/Communications/Media
• Vending/Cafeteria
• Waste Removal
The Facility Services Team is dedicated to providing world class facility management services at Client locations
24 hours, 7 days a week. Cassidy Turley is here to assist Client associates with almost any type of facility, oc-
cupancy issues, and/or services. Below is a sampling of these services.
After-Hours Answering Service
If an associate has a building maintenance
request or an emergency situation outside of
normal operating hours, they can reach Cassidy
Turley at (800) XXX– XXXX. This number goes
directly to a live operator at the designated call
center. If the request requires immediate attention,
the operator will dispatch the call to a member
of the Facility Services Team. All non-emergency
work orders or requests will be processed the next
business day.
Transition Timeline
Property Management
Facility
Transition
Checklist
A 300 line item transition
checklist that includes:
• Pre-Transition Planning
• Human Resources
• Technology
• Accounting
• Training
• Communication
• Process Development
• Vendor/Contract Management
• Quality & Performance
Metrics
Detailed Transition Checklist
A Thoughtful Transition
Transition Communication
1:
Analyze Spend
2:
Financial
Modeling
3: Define Goals &
Desired Outcomes
6:
Benchmark
Performance
5:
Streamline
Processes
4:
Ensure
Adherence to
Contract Terms
Managing Service,
Quality and Value
Since 2010, through our seamless
transition process, we successfully
on-boarded 136 million square feet of
managed property.