project intake workflow

MA

ES

TR

OP

ND

FM

FH

DP

M

Project Intake Process

Retail Project

Y

Verify; In‐Scope?

CAP/EXP?SUNDRY?

Work Order – over $250

Y

RAF Process

Execute in SIC WO

EXP

CAP

EXP

CAP

Execute in SI Q WO

RAF ProcessExecute in SI

V WO

CAP/EXP CAP

N

EXP

Confirm assignmentwith team lead

FM engaged to obtain budget pricing or quote, if applic.

RAF Process

PM

Project Intake and Assignment

Feasibility required?

N FMMaestro Evaluation

Process

Survey & Feasibility

Process

Y

In Maestro Scope?

Y

N

Execute in PI

Return to sender with service line suggestion

Email FM/PM representative

FM

Execute in PI

N

In Maestro Scope?Y N

Show References Show SLA Show All Hide AllShow Questions

Project Intake Workflow 1 8/6/2015

Project Categories

A – No Feasibility required B – Feasibility required C – Urgent MEP or building shellD – Strategic vendor(Follows applicable vendor

process)

Init

ial E

va

lua

tio

nC

ost

ing

Fu

nd

ing

(F

ull

)A

ssig

nm

en

tF

un

din

g (

Se

ed

)S

urv

ey

Fe

asi

bil

ity

Evaluation

Lease status

Opportunity to programize /

conflict

Other projects at location

BET by Maestro

FM/PM field experience

FM/PM may be engaged to

provide budget pricing

Maestro issues RAF

PND approves

Project created

Lease status


As-built documentation status

(if required).

Maestro issues RAF;

Survey +

feasibility

( ~10k)

Project dispatched to field resource;

All costing and

full funding

activities

completed in‐

field

PM

Maestro assists with

BET;

Project still

“with

Maestro”)

FM

Maestro issues RAF

PND approves

Project created

Lease status


Engineer requirements prior to GC work

Maestro issues RAF

PND approves

Project created

Consultant required?

FM resource engaged to obtain

quotes for consultant work

Maestro issues RAF;

Consultant work

only

Y

Lease status

Other projects at

location

Maestro issues RAF

PND approves

Project created

Project dispatched to field resource

Survey required?

Maestro issues RAF;

Feasibility

only

(~ 5k)

Field resource determined

N

Field resource determined

Y N

Intake Intake Intake Intake

Survey Process

Feasibility Process

Quotes in hand?Y

N

FM Obtains Quotes

Determine field resource

PMFM

Determine field resource

FMPM

FM/PM field resource will be engaged to obtain quotes for all

work ahead of RAF approval

Use RFQ if applicable

Single source waiver available



MA

ES

TR

OS

UR

VE

YO

RD

MG

AR

CH

IEC

T

Feasibility ProcessSurvey Process

Survey and Feasibility Processes

Project set‐up

RFQ to surveyor Issue PO

Conduct

survey

Upload digital assetsDMG Feasibility

ProcessApproved Feasibility

Feasibility work

Handover to Maestro

RAF Approved

Survey & feasibility

Receive survey

Handover to DMG

Quotation

Upload digital assets

Schedule

survey

Verify survey

Make

corrections



Appendix

ProcessOff‐Page Connector Document

Decision

Process

Question

Spreadsheet

Playbook/Publication

Document

FM & PM Team Leads to provide SLA for service line confirmation.

PND to confirm direction for survey requirements

Maestro Evaluation Checklist

RAF Process Map

Maestro Admin Services Process Map (To include Project set‐up and PO Processes)

DMG Feasibility Process Map

Survey Site Spec & Templates

2 CBRE SLA (days unless otherwise noted) 2 Non‐CBRE party SLA (days unless

otherwise noted)

Reference Question


project intake workflow

Documents