Chief Engineer Playbook to Success
• Manufacturer cut sheets and installation manuals • Equipment schedule drawings • ASHRAE/Code references for mechanical & electrical requirements • Avendra vendor guides • Online specification libraries (Trane, Carrier, Hobart, Vulcan, KONE, etc.) 4. Training Your Team (Step-by-Step) Step 1 — Introduction to Capital Planning Explain: • Purpose of capital planning • Why RFC compliance is mandatory • Financial and legal risk of bypassing process Step 2 — How to Identify Capital Needs Have staS review: • PM logs • Failure trends • High-risk systems • Outdated or obsolete equipment • Prior repair frequency Assign techs to: • Photograph equipment
• Log model/serial numbers • Document failure symptoms Step 3 — Proposal Collection Training Train team members to: • Request consistent proposals • Provide scope and photos to vendors
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