capital-project-intake-and-prioritization

name	Capital Project Intake and Prioritization
slug	capital_project_intake_and_prioritization
version	0.1.0
status	draft
category	residential_multifamily
subsystem	residential_multifamily
pack_type	workflow
targets	["claude_code"]
stale_data	Capex line-item libraries, labor rates, escalation assumptions, and replacement cost benchmarks drift. Prioritization rubric weights live in overlays. Life-safety classifications come from jurisdiction overlays.
applies_to	{"segment":["middle_market"],"form_factor":["garden","walk_up","wrap","suburban_mid_rise","urban_mid_rise"],"lifecycle":["stabilized","renovation","recap_support"],"management_mode":["self_managed","third_party_managed","owner_oversight"],"role":["property_manager","regional_manager","asset_manager","construction_manager","estimator_preconstruction_lead"],"output_types":["memo","checklist","estimate","kpi_review"],"decision_severity_max":"action_requires_approval"}
references	{"reads":["reference/normalized/capex_line_items__{scope}.csv","reference/normalized/labor_rates__{market}.csv","reference/normalized/material_costs__{region}_residential.csv","reference/normalized/capex_priority_rubric__{org}.yaml","reference/normalized/approval_threshold_defaults.csv"],"writes":[]}
metrics_used	["capex_spend_vs_plan","renovation_yield_on_cost","repeat_work_order_rate","controllable_opex_per_unit"]
escalation_paths	[{"kind":"life_safety_prioritization","to":"maintenance_supervisor + property_manager + regional_manager -> approval_request(row 4)"},{"kind":"bid_award","to":"construction_manager + asset_manager -> approval_request(row 9)"},{"kind":"capex_program_change","to":"asset_manager + portfolio_manager -> approval_request(rows 8-11 per dollar)"}]
approvals_required	["capex_program_change","life_safety_prioritization"]
description	Intake for capital project ideas from any source (PM, regional, AM, engineering, capex plan cycle). Scores each project against the overlay's priority rubric (life safety, deferred maintenance, renovation yield, risk mitigation, regulatory). Produces the prioritized backlog and flags gated decisions.

Capital Project Intake and Prioritization

Workflow purpose

Convert raw capex ideas and deferred-maintenance flags into a ranked, costed, approvable backlog. Ensures life-safety items never lose priority; routes scope deferrals for approval.

Trigger conditions

• Explicit: "capex intake", "prioritize capex", "capex backlog", "year-end capex plan".
• Implicit: workflows/monthly_property_operating_review surfaces deferred maintenance; workflows/work_order_triage finds a repeat pattern; insurance claim or inspection produces a scope.
• Recurring: quarterly intake; annual plan build pre-budget.

Inputs (required / optional)

Input	Type	Required	Notes
Intake items	list	required	description, source, unit, scope
Capex line-item library	csv	required	cost ranges
Labor and material references	csv	required	market-specific
Priority rubric overlay	yaml	required	life safety weight etc.
Existing capex plan	record	required	conflict detection
Renovation program tracker	record	optional	for yield context

Outputs

Output	Type	Shape
Prioritized backlog	kpi_review	per-item score, cost, priority, life-safety flag
Estimate per item	estimate	line items from library
Backlog memo	memo	narrative + recommended sequence
Approval request list	list	for items that require approval

Required context

Asset_class, segment, form_factor, lifecycle_stage, management_mode, market.

Process

1. Intake normalization. Each item normalized to (description, unit, scope tier, driver, source).