Title Page
-
Document No.
-
Audit Title
-
Client / Site
-
Conducted on
-
Prepared by
-
Location
-
Personnel
-
Planning and Programming
-
Inventory of facilities (input)
-
- By category
-
- By condition
-
- Highlight critical deficiencies
-
- Pickup "new finds"
-
Categorization of work (input)
-
Standards (input)
-
- Timeless
-
- Quality
-
- Work
-
Condition assessment (input)
-
- Trends
-
- Critical deficiency trends
-
- Adverse impacts
-
Priorities (input)
-
- By activity
-
- By class
-
- By critical deficiency
-
Annual work plan (product)
-
Mid-term plan (product)
-
Budgeting
-
Budget guidance sets tone
-
Flow from the work plan
-
Budget process
-
Cost accounting must initially be considered
-
Impact of capital budget
-
- Design of maintain
-
- Life-cycle costs to be optimized; not simply capital cost
-
Comparison to target range of percentage of current replacement value (CRV)
-
Historical trend comparison
-
Comparison to current budget year
-
Impact statements if inadequate
-
Definition of requirements
-
- By activity
-
- By criticality
-
Eliminate leakage of funds
-
- By definition
-
- By migration
-
Submission often "banded" to meet multiple funding scenarios
-
Organizing
-
Organizational models are unavailable
-
Lines of responsibility must be clear
-
Placement of program is important
-
Material management has an impact
-
Analysis capability needed in large organizations
-
"Submeter" facilities for comparison
-
Staffing
-
Quality, technical competence
-
Quantity
-
Contract vs. in-house mix
-
Training
-
Leadership
-
Inspection
-
Directing
-
Priorities set in budget cycle
-
Work management and coordination (the key)
-
Appropriate level of design needed
-
Rapid response to crisis
-
Some provision for necessity to react
-
Allocation of budgets to subactivities
-
- Ability to execute
-
- Criticality
-
- Provide specific guidance
-
Contracting strategy
-
Condition assessment
-
Commissioning periods/procedures for new buildings to reduce maintenance
-
Automate diagnostics
-
Controlling
-
Approval levels
-
Control of budget
-
Control of finances
-
Management information systems (MIS)
-
Accountability
-
Ability to react to crises, new priorities, or end-of-year windfalls
-
Documentation
-
Evaluating
-
Comparators
-
Condition assessment
-
- Critical deficiency trends
-
- Total deficiency trends
-
Work management system
-
Comparison with historical data
-
Field assessment
-
Customer feedback
