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

ISBN: 978-1-118-52385-8
288 pages
April 2013
Equipment Inventories for Owners and Facility Managers: Standards, Strategies and Best Practices (1118523857) cover image

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
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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

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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.

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