Equipment Inventories for Owners and Facility Managers: Standards, Strategies and Best Practices

How to use industry standards to create complete, consistent, and accurate equipment inventories The National Institute of Science and Technology estimates that the loss of information between the construction of buildings and their operation and maintenance costs facility owners $15.8 billion every year. This phenomenal loss is caused by inconsistent standards for capturing information about facilities and their equipment. In Equipment Inventories for Owners and Facility Managers , Robert Keady draws on his twenty+ years of experience in facility management and his intimate knowledge of CSI classification systems and standards to tackle this problem head-on. Using standards already in use in the AEC industry, he provides the road map for capturing everything owners and facility managers need to know to operate and maintain any facility. This comprehensive, step-by-step guide: Explains the different types of equipment inventories and why they are important Identifies and describes the types of information that should be captured in an equipment inventory Describes and compares the different industry standards (CSI OmniClass™ and UniFormat™; COBie; and SPie) that can be used for equipment inventories Provides best practices for identifying and tagging equipment Walks through the equipment inventory process with real-world examples and best practices Provides the tools for conducting the equipment inventory—tables of all the possible information and data that need to be collected, and fifty maps of workflows that can be used to capture that data immediately

Acknowledgments ix Chapter 1 Introduction 1 Chapter 2 Financial and Resource Impact of Equipment Inventories on Facilities 7 Energy Savings 10 Repair and Service Calls 14 Emergency Response 15 Regulatory Compliance 16 Energy Management 17 Manpower 17 Safety 19 Executive Strategic Planning and Decisions 20 Final Analysis 21 Chapter 3 Equipment Inventory Types and Systems 23 Equipment Inventory Types 23 The Importance of Data and Its Format 26 Equipment Inventory Methods and Systems 33 Compuerized Maintenance Management Systems (CMMS) 42 Chapter 4 Industry Standards 45 Industry Standard Analysis 48 Chapter 5 Equipment Data Points 65 Unique Identifiers 66 Equipment Data Point Discussions 71 Equipment Data Table Fields 73 Complex Data Fields 121 Facility Data Fields 125 Space Data Fields 133 Tenant Data Fields 143 Job Plan and Job Task Data Fields 146 Condition Data Fields 164 Commissioning Data Fields 172 Audits and Inspection Data Fields 181 Warranty Data Fields 190 Code and Regulations Data Fields 199 Operation Documents Data Fields 205 Chapter 6 Equipment Identification and Tags 211 Equipment Identification 212 Equipment Label and Tag 216 Chapter 7 Inventorying Equipment 221 Analyzing Equipment Inventory 221 Inventory Planning 223 Equipment Inventories 228 Appendix 1 Equipment Data Usage and Cross–Reference Worksheet 233 Appendix 2 Process Flow Maps 241 Index 265

ROBERT A. KEADY Jr., CEM, FMP , is a Certified Facilities Management Specialist for the United States government. Mr. Keady has more than twenty years of experience in facility management for various industries and is the CSI OmniClass™ Chairman for Table 23 - Products. He has been published in the Facilities Engineering Journal of the Association for Facilities Engineering, and is a frequent speaker and trainer.