Equipment Maintenance Office Supplies Replenishment Facilities Management – Equipment Maintenance New Equipment Equipment Maintenance Office Supplies Replenishment Description: This workflow describes all the steps required to assess and manage the maintenance of office equipment. Office equipment include but are not limited to printers, desks, tables, etc. This workflow is reactionary, meaning it’s only initiated when someone identifies that there is an issue or need to repair the equipment. Process Checklist PREPARE ROLE TASK DETAILS/TIPS Client Associate Advisor Survey Office to Assess Maintenance Needed Ask the team to explain the reason for the maintenance request and to provide feedback on what the issue is Test the equipment to try to replicate the issue and confirm the team's feedback Take notes on the issue and what occurs when the equipment malfunctions These notes are for reference when describing the issue to service providers or researching the maintenance required for this type of issue Review Options & Determine Next Steps Research service providers who perform the type of maintenance needed This might require a phone call to the service provider to describe the issue in greater detail in order to get a rough estimate of how much it will cost to repair Compare the costs and customer reviews of the different service providers Determine best next steps based on the initial research and understanding of costs Maintenance equipment – Identify the best provider to service the issue Replace equipment – Service costs are greater than the value of the equipment If this is the decision, skip all steps in the workflow up until the “Follow-Up” stage of this process Provide all the service request information to the Advisor for review before scheduling the maintenance Evaluate Service Provider & Approve Budget (if applicable) Review the service provider and costs associated with their repair services Address any questions or concerns about the provider or repair service Approve the budget for the maintenance as appropriate Coordinate Scheduling of Maintenance Collect all of the information needed for the service request Contact the service provider to schedule the maintenance Be sure to check the team’s calendars when scheduling the maintenance for any conflicts (e.g. events, holidays, etc.) Notify any team members of the scheduled maintenance as appropriate sei.com/advisors © 2015 SEI. This information is proprietary.  No further distribution is intended.

New Equipment Equipment Maintenance Office Supplies Replenishment Facilities Management – Equipment Maintenance New Equipment Equipment Maintenance Office Supplies Replenishment Process Checklist CONDUCT ROLE TASK DETAILS/TIPS Client Service Associate Oversee & Monitor Maintenance Ensure the maintenance takes place as scheduled Contact the provider if there is any delay with the services Test the equipment to confirm that the issue is actually resolved Address any questions or issues with the service provider Process Checklist FOLLOW-UP – MAINTENANCE EQUIPMENT ROLE TASK DETAILS/TIPS Client Service Associate Manage Tasks to Follow-Up on Maintenance Pay and provide feedback to the service provider as appropriate Notify the team that the maintenance is complete Process Checklist FOLLOW-UP – REPLACE EQUIPMENT ROLE TASK DETAILS/TIPS Client Associate Advisor Validate Replacement Decision with Advisor Explain the decision to replace rather than maintenance the equipment Ensure the Advisor has a clear understanding of what the decision-making process was and why this determined to be the best course of action If this has to do with a cost analysis of the situation, then be sure to provide those numbers Address any questions or concerns regarding the decision Obtain the Advisor's approval to move forward with replacement of equipment Launch the "New Equipment" workflow as appropriate sei.com/advisors © 2015 SEI. This information is proprietary.  No further distribution is intended.