Chief Engineer Playbook to Success
Capital Planning: 1. Key Responsibilities & Expectations • Build, manage, and update the annual capital plan with the General Manager and Regional Director of Facilities (RDOF). • Ensure all Requests for Capital (RFCs) follow Atrium’s approval process and contain complete, accurate documentation. • Never begin capital work prior to RFC approval unless the situation qualifies as a documented emergency. • Verify vendor scopes, proposals, and pricing—including equipment specifications, installation requirements, and long lead times. • Obtain and compare 2–3 competitive proposals for all capital projects. • Use Avendra for vendor sourcing whenever possible. • Ensure RFC justifications clearly explain the project, the need, and why repair versus replacement was chosen. • Follow contract and PO requirements: o Under $100k → Purchase Order o Over $100k → Contract + Contract Request Form • Track project budgets, timelines, and completion through the capital process. • Maintain records and ensure all equipment replaced is properly documented, labeled, and logged. • Protect the property from financial and operational risk through compliance with capital policies. 2. Detailed Information on Each Responsibility Annual Capital Planning Work with your GM and RDOF to: • Identify equipment at end-of-life (EOL) • Review preventive maintenance history and recurring repair costs throughout the year
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