14 UUI User Stories Response.xlsx

XLSX spreadsheet 114 KB Posted Jan 23, 2024

Attached to: Unified User Interface (UUI) Federal contract opportunity
Solicitation number: 47PM0024R0003
Issued by: General Services Administration Public Buildings Service

About this file

Written by GovTribe AI · Jan 23, 2024

This solicitation requests proposals for a Unified User Interface (UUI). Key details include that the General Services Administration Public Buildings Service is seeking a single-award contract for a UUI to provide building monitoring and control functionality across multiple roles including facility managers, energy managers, operations and maintenance teams, and regional directors. The proposal response deadline is February 26, 2024 at 07:59 AM EST. A pre-proposal conference will be held on February 6, 2024 and questions are due by February 5 and 8, 2024. The wage determination incorporated is DC 2015-4281 dated December 26, 2023. The acquisition is not set aside for small businesses. The government intends to award to the best value offer based on the evaluation factors in Section M of the solicitation.

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Other files for this federal contract opportunity

Other files attached to Unified User Interface (UUI), newest first.
File	Type	Posted
00 Solicitation Amendment 47PM0024R0003_0002 2024 02 28.pdf	PDF	Feb 28, 2024
17 GSA Control Tailoring Workbook 2023 07 11.xlsx	XLSX spreadsheet	Feb 16, 2024
00 Solicitation Amendment 47PM0024R0003_0001 2024 02 13.pdf	PDF	Feb 16, 2024
18 47PM0024R0003 Questions Answers_2024 02 13.pdf	PDF	Feb 16, 2024
Preproposal conference slides and notes 2024 02 06.pdf	PDF	Feb 6, 2024
07 GSA Data Normalization for Building Automation Systems_v25.pdf	PDF	Jan 23, 2024
06 GSA Smart Building Implementation Guide_v1_2_1-20220422.pdf	PDF	Jan 23, 2024
13 Sec L Past Performance_Questionnaire v202312.pdf	PDF	Jan 23, 2024
15 Sec L Small Business Participation Commitment Document (SBPCD) Template .docx	DOCX document	Jan 23, 2024
04 Building_Technologies_Technical_Reference_Guide_(BTTRG)_Final_Ver20_June2021.pdf	PDF	Jan 23, 2024
02 UUI RFP 47PM0024R0003.pdf	PDF	Jan 23, 2024
09 Personnel_security_contractor_fitness_fact_sheet.pdf	PDF	Jan 23, 2024
12 SCL WD 15_4281 2023 12 26.pdf	PDF	Jan 23, 2024
01 RFP CVR Ltr_Preproposal Invitation 2024 01 22.pdf	PDF	Jan 23, 2024
10 ADM_21811_HSPD_1_PIV_and_Credentialing_and_Background_Investigations_for_Contractors_Posted_Version_3_18_2020.pdf	PDF	Jan 23, 2024
05 GSA Smart Buildings Program Guide Link location.pdf	PDF	Jan 23, 2024
08 Technology_Policy_for_PBS-Owned_Buildings_Monitoring_and_Control_Systems.pdf	PDF	Jan 23, 2024
03 UUI Security Requirements-Mobile.pdf	PDF	Jan 23, 2024
16 UUI Synopsis Questions and Answers_January 22 2024.pdf	PDF	Jan 23, 2024
11 NDA UUI.pdf	PDF	Jan 23, 2024

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All Roles

All Roles Covers the needs of : Facility Managers, O&M team, Energy Manager, Super Users, Regional Directors, additional roles as needed Data Supplied From (What Data Elements)

	Item	Application	User Story / Objective	Similar Need	Proposed solution to address User's Objective
	1	General	General ability for those with edit rights to create and replicate custom trends, reports, and KPIs as needed without reliance on vendor.	Super User		GSAlink (SkyFoundry SkySpark)
	2	General	Flexibility to connect to future applications to pull insights from those platforms. Preference on ease of integration.	All Roles
	3	General	Easy access to on-demand training videos or help sections to fully realize the capability of the solution.	All Roles
	4	General	As a SuperUser, I need to be able to assign and approve user roles	Super User
	5	Portfolio
Management	All roles will need view access to KPIs to evaluate the performance of their building or contractor (e.g. Total Estimated Cost Impact / TECI, comfort KPIs, energy KPIs, equipment asset, TBD)	All Roles
	6	Access to
Design Documents	As an FM / O&M / Super User, I need access to mechanical drawings, including sequence of operations, and mechanical schedules. Ideally provided by GSA regions and hyper-linked to associated graphic (e.g. link on UUI chiller graphic navigates to chiller sequence of operations)	All Roles
	7	Work Order System	We need a high level summary of KPIs (past due work orders, high priority work-orders, etc.) and the basic ability to update work orders (write capability) from the UUI (e.g. reassign a work order, edit date, add log comment or change priority). Additional functionality would require navigating to the work order system.	All Roles
	8	Energy Monitoring	Please provide a high level summary of relevant energy metrics (EUI, kW, real time % of monthly historic demand, time/temp at peak demand, GHG, etc.) and navigation link to GSA's MUSE platform (Metering, Utilities, Sustainability and Energy). We'd also like to be aware of meters not communicating and instances when the values are not updating or are outside of expected thresholds.	All Roles
	9	Building Monitoring & Control
- Thermographic Floorplans	We need the ability to quickly scan and visually identify zones outside of temperature setpoint at the floorplan and building level.	All Roles
	10	Building Monitoring & Control
- Overrides	We need to understand what equipment, setpoints, or statuses have been overridden along with a user log of changes made.	All Roles
	11	Building Monitoring & Control
- Alarms / Fault Detection	We have reoccuring freezestat issues that we've been unable to resolve, we'd like to have a replay (DVR) abilty on our AHU graphics (or any graphic) so we can review the graphic at the moment of alarm or fault.	All Roles
	12	Building Monitoring & Control
- Rogue Zones	Currently, it takes time to drill down to understand what zone is driving demand (i.e. setpoints for reset strategies) on primary equipment (air handlers, chillers, etc.). Ideally we would automate this process of identifying these zones along with any rogue zones that struggle to meet setpoint (temperature, airflow, etc.).	All Roles
	13	Building Monitoring & Control
- Equipment Summaries	In addition to identifying rogue zones, we also need a real time summary of all equipment served by primary equipment (e.g. vavs rolled up by air handler). This way we can quickly compare zone temperatures, setpoints, damper positions, valve positions, etc. to ensure consistent setpoints and to help identify potential issues that may not register as alarms or faults.	All Roles
	14	Building Monitoring & Control
- Alarms	We need a quick summary of critical alarms that require immendiate response and don't want to be overwhelmed with nuisance alarms on non-critical equipment. We'd also be interested in tracking the re-occurance or frequency of alarms (e.g. chiller frequently tripping on safety). Preference on a parent - child grouping, i.e. initial alarm is parent and subsequent child alarms rollup or nest under inital parent alarm (helps reduce alarm fatigue).	All Roles
	15	Building Monitoring & Control
- Indoor Air Quality	We need a summary of IAQ related issues within the building. This could include a summary of the highest CO2 readings, high/low humidity, IAQ related alarms or faults, potential occupancy levels as available. To avoid custom graphics for each site or individual piece of equipment, templates for graphics should be easily configured depending on equipment / sensors available (e.g. one canned IAQ summary for sites with CO2 sensors and one canned IAQ summary for those without)	All Roles
	16	Building Monitoring & Control
- File Repository	We need to make sure we have access to the most current program files for BAS controllers. Providing a path to a file repository (e.g. Google Drive) would create this resource so that we have an available backup.	Super User, O&M, FM
	17	Building Monitoring & Control
- Fault Detection and Diagnostics	We need a rollup summary of faults on the UUI BAS graphic page for quicker navigation and to associate with equipment. Also need a hyperlink to seemlessly jump to FDD platform for additional infomation	All Roles, except Regional Director
	18	Building Monitoring & Control
- Smart Sensors	As available, we'd like to see the total occupancy of the buildings, both at the building and floor level. Preference on current and historic summaries.	FM / Regional Director
	19	Building Monitoring & Control
- Event Based Scheduling	As an Energy Manager, I see an opportunity to reduce the over-conditioning of unoccupied spaces. I'd like to create event based scheduling for meeting rooms so they are only conditioned when occupied (e.g. create a calendar in Google and have 3rd party scheduling software push that schedule to zone level controller). This calendar would be managed and approved by onsite staff.	Energy Manager, FM, O&M
	20	Building Monitoring & Control
- Event Based Scheduling	As part of the onsite team, we need to be aware of schedules created via event based scheduling	FM, O&M
	21	Building Monitoring & Control
- General	We would like a "chalkboard" to share comments on the UUI graphic pages to communicate equipment specific issues (e.g. drive in hand - VFD on order, point locked out in BAS due to ...). Preference on ability to navigate directly to log comments in NCMMS for further information on that equipment.	FM, O&M

Facility Manager

		Role:
Facility Manager	FM is expected to have a general understanding of all the systems in a building and to be current on existing and upcoming projects. This role is typically the contracting officer's representative meaning that they evaluate the performance of the contractor. As such, the FM will need easy access to KPIs and the ability to review and understand both contractor and building performance.

	Item	Application	User Story / Objective	Similar Need	Proposed solution to address User's Objective
	5	Portfolio
Management	All roles will need view access to KPIs to evaluate the performance of their building or contractor (e.g. Total Estimated Cost Impact / TECI, comfort KPIs, energy KPIs, equipment asset, TBD)	All Roles
	6	Access to
Design Documents	As an FM / O&M / Super User, I need access to mechanical drawings, including sequence of operations, and mechanical schedules. Ideally provided by GSA regions and hyper-linked to associated graphic (e.g. link on UUI chiller graphic navigates to chiller sequence of operations)	All Roles
	7	Work Order System	We need a high level summary of KPIs (past due work orders, high priority work-orders, etc.) and the basic ability to update work orders (write capability) from the UUI (e.g. reassign a work order, edit date, add log comment or change priority). Additional functionality would require navigating to the work order system.	All Roles
	8	Energy Monitoring	Please provide a high level summary of relevant energy metrics (EUI, kW, real time % of monthly historic demand, time/temp at peak demand, GHG, etc.) and navigation link to GSA's MUSE platform (Metering, Utilities, Sustainability and Energy). We'd also like to be aware of meters not communicating and instances when the values are not updating or are outside of expected thresholds.	All Roles
	9	Building Monitoring & Control
- Thermographic Floorplans	We need the ability to quickly scan and visually identify zones outside of temperature setpoint at the floorplan and building level.	All Roles
	10	Building Monitoring & Control
- Overrides	We need to understand what equipment, setpoints, or statuses have been overridden along with a user log of changes made.	All Roles
	11	Building Monitoring & Control
- Alarms / Fault Detection	We have reoccuring freezestat issues that we've been unable to resolve, we'd like to have a replay (DVR) abilty on our AHU graphics (or any graphic) so we can review the graphic at the moment of alarm or fault.	All Roles
	12	Building Monitoring & Control
- Rogue Zones	Currently, it takes time to drill down to understand what zone is driving demand (i.e. setpoints for reset strategies) on primary equipment (air handlers, chillers, etc.). Ideally we would automate this process of identifying these zones along with any rogue zones that struggle to meet setpoint (temperature, airflow, etc.).	All Roles
	13	Building Monitoring & Control
- Equipment Summaries	In addition to identifying rogue zones, we also need a real time summary of all equipment served by primary equipment (e.g. vavs rolled up by air handler). This way we can quickly compare zone temperatures, setpoints, damper positions, valve positions, etc. to ensure consistent setpoints and to help identify potential issues that may not register as alarms or faults.	All Roles
	14	Building Monitoring & Control
- Alarms	We need a quick summary of critical alarms that require immendiate response and don't want to be overwhelmed with nuisance alarms on non-critical equipment. We'd also be interested in tracking the re-occurance or frequency of alarms (e.g. chiller frequently tripping on safety). Preference on a parent - child grouping, i.e. initial alarm is parent and subsequent child alarms rollup or nest under inital parent alarm (helps reduce alarm fatigue).	All Roles
	15	Building Monitoring & Control
- Indoor Air Quality	We need a summary of IAQ related issues within the building. This could include a summary of the highest CO2 readings, high/low humidity, IAQ related alarms or faults, potential occupancy levels as available. To avoid custom graphics for each site or individual piece of equipment, templates for graphics should be easily configured depending on equipment / sensors available (e.g. one canned IAQ summary for sites with CO2 sensors and one canned IAQ summary for those without)	All Roles
	16	Building Monitoring & Control
- File Repository	We need to make sure we have access to the most current program files for BAS controllers. Providing a path to a file repository (e.g. Google Drive) would create this resource so that we have an available backup.	Super User, O&M, FM
	17	Building Monitoring & Control
- Fault Detection and Diagnostics	We need a rollup summary of faults on the UUI BAS graphic page for quicker navigation and to associate with equipment. Also need a hyperlink to seemlessly jump to FDD platform for additional infomation	All Roles, except Regional Director
	18	Building Monitoring & Control
- Smart Sensors	As available, we'd like to see the total occupancy of the buildings, both at the building and floor level. Preference on current and historic summaries.	FM / Regional Director
	19	Building Monitoring & Control
- Event Based Scheduling	As an Energy Manager, I see an opportunity to reduce the over-conditioning of unoccupied spaces. I'd like to create event based scheduling for meeting rooms so they are only conditioned when occupied (e.g. create a calendar in Google and have 3rd party scheduling software push that schedule to zone level controller). This calendar would be managed and approved by onsite staff.	Energy Manager, FM, O&M
	20	Building Monitoring & Control
- Event Based Scheduling	As part of the onsite team, we need to be aware of schedules created via event based scheduling	FM, O&M
	21	Building Monitoring & Control
- General	We would like a "chalkboard" to share comments on the UUI graphic pages to communicate equipment specific issues (e.g. drive in hand - VFD on order, point locked out in BAS due to ...). Preference on ability to navigate directly to log comments in NCMMS for further information on that equipment.	FM, O&M

O&M Team

		Role:
Operations and Maintenance	The O&M team is contracted to maintain the building according to their contractual agreement which involves timely response to work orders and preventative maintenance. The O&M is also expected to adhere to agreed upon KPIs and to follow GSA standards. O&M team may have in-house BAS experience or rely on a BAS sub-contractor to addresses resolve issues.

	Item	Application	User Story / Objective	Similar Need	Proposed solution to address User's Objective
	5	Portfolio
Management	All roles will need view access to KPIs to evaluate the performance of their building or contractor (e.g. Total Estimated Cost Impact / TECI, comfort KPIs, energy KPIs, equipment asset, TBD)	All Roles
	6	Access to
Design Documents	As an FM / O&M / Super User, I need access to mechanical drawings, including sequence of operations, and mechanical schedules. Ideally provided by GSA regions and hyper-linked to associated graphic (e.g. link on UUI chiller graphic navigates to chiller sequence of operations)	All Roles
	7	Work Order System	We need a high level summary of KPIs (past due work orders, high priority work-orders, etc.) and the basic ability to update work orders (write capability) from the UUI (e.g. reassign a work order, edit date, add log comment or change priority). Additional functionality would require navigating to the work order system.	All Roles
	8	Energy Monitoring	Please provide a high level summary of relevant energy metrics (EUI, kW, real time % of monthly historic demand, time/temp at peak demand, GHG, etc.) and navigation link to GSA's MUSE platform (Metering, Utilities, Sustainability and Energy). We'd also like to be aware of meters not communicating and instances when the values are not updating or are outside of expected thresholds.	All Roles
	9	Building Monitoring & Control
- Thermographic Floorplans	We need the ability to quickly scan and visually identify zones outside of temperature setpoint at the floorplan and building level.	All Roles
	10	Building Monitoring & Control
- Overrides	We need to understand what equipment, setpoints, or statuses have been overridden along with a user log of changes made.	All Roles
	11	Building Monitoring & Control
- Alarms / Fault Detection	We have reoccuring freezestat issues that we've been unable to resolve, we'd like to have a replay (DVR) abilty on our AHU graphics (or any graphic) so we can review the graphic at the moment of alarm or fault.	All Roles
	12	Building Monitoring & Control
- Rogue Zones	Currently, it takes time to drill down to understand what zone is driving demand (i.e. setpoints for reset strategies) on primary equipment (air handlers, chillers, etc.). Ideally we would automate this process of identifying these zones along with any rogue zones that struggle to meet setpoint (temperature, airflow, etc.).	All Roles
	13	Building Monitoring & Control
- Equipment Summaries	In addition to identifying rogue zones, we also need a real time summary of all equipment served by primary equipment (e.g. vavs rolled up by air handler). This way we can quickly compare zone temperatures, setpoints, damper positions, valve positions, etc. to ensure consistent setpoints and to help identify potential issues that may not register as alarms or faults.	All Roles
	14	Building Monitoring & Control
- Alarms	We need a quick summary of critical alarms that require immendiate response and don't want to be overwhelmed with nuisance alarms on non-critical equipment. We'd also be interested in tracking the re-occurance or frequency of alarms (e.g. chiller frequently tripping on safety). Preference on a parent - child grouping, i.e. initial alarm is parent and subsequent child alarms rollup or nest under inital parent alarm (helps reduce alarm fatigue).	All Roles
	15	Building Monitoring & Control
- Indoor Air Quality	We need a summary of IAQ related issues within the building. This could include a summary of the highest CO2 readings, high/low humidity, IAQ related alarms or faults, potential occupancy levels as available. To avoid custom graphics for each site or individual piece of equipment, templates for graphics should be easily configured depending on equipment / sensors available (e.g. one canned IAQ summary for sites with CO2 sensors and one canned IAQ summary for those without)	All Roles
	16	Building Monitoring & Control
- File Repository	We need to make sure we have access to the most current program files for BAS controllers. Providing a path to a file repository (e.g. Google Drive) would create this resource so that we have an available backup.	Super User, O&M, FM
	17	Building Monitoring & Control
- Fault Detection and Diagnostics	We need a rollup summary of faults on the UUI BAS graphic page for quicker navigation and to associate with equipment. Also need a hyperlink to seemlessly jump to FDD platform for additional infomation	All Roles, except Regional Director
	18	Building Monitoring & Control
- Smart Sensors	As available, we'd like to see the total occupancy of the buildings, both at the building and floor level. Preference on current and historic summaries.	FM / Regional Director
	19	Building Monitoring & Control
- Event Based Scheduling	As an Energy Manager, I see an opportunity to reduce the over-conditioning of unoccupied spaces. I'd like to create event based scheduling for meeting rooms so they are only conditioned when occupied (e.g. create a calendar in Google and have 3rd party scheduling software push that schedule to zone level controller). This calendar would be managed and approved by onsite staff.	Energy Manager, FM, O&M
	20	Building Monitoring & Control
- Event Based Scheduling	As part of the onsite team, we need to be aware of schedules created via event based scheduling	FM, O&M
	21	Building Monitoring & Control
- General	We would like a "chalkboard" to share comments on the UUI graphic pages to communicate equipment specific issues (e.g. drive in hand - VFD on order, point locked out in BAS due to ...). Preference on ability to navigate directly to log comments in NCMMS for further information on that equipment.	FM, O&M

Super User

		Role:
Super User	The Super User is a subject matter expert on building monitoring and control systems and needs fully access to resolve or direct efforts on more complex issues and challenges.

	Item	Application	User Story / Objective	Similar Need	Proposed solution to address User's Objective
	1	General	General ability for those with edit rights to create and replicate custom trends, reports, and KPIs as needed without reliance on vendor.	Super User
	4	General	As a SuperUser, I need to be able to assign and approve user roles	Super User
	5	Portfolio
Management	All roles will need view access to KPIs to evaluate the performance of their building or contractor (e.g. Total Estimated Cost Impact / TECI, comfort KPIs, energy KPIs, equipment asset, TBD)	All Roles
	6	Access to
Design Documents	As an FM / O&M / Super User, I need access to mechanical drawings, including sequence of operations, and mechanical schedules. Ideally provided by GSA regions and hyper-linked to associated graphic (e.g. link on UUI chiller graphic navigates to chiller sequence of operations)	All Roles
	7	Work Order System	We need a high level summary of KPIs (past due work orders, high priority work-orders, etc.) and the basic ability to update work orders (write capability) from the UUI (e.g. reassign a work order, edit date, add log comment or change priority). Additional functionality would require navigating to the work order system.	All Roles
	8	Energy Monitoring	Please provide a high level summary of relevant energy metrics (EUI, kW, real time % of monthly historic demand, time/temp at peak demand, GHG, etc.) and navigation link to GSA's MUSE platform (Metering, Utilities, Sustainability and Energy). We'd also like to be aware of meters not communicating and instances when the values are not updating or are outside of expected thresholds.	All Roles
	9	Building Monitoring & Control
- Thermographic Floorplans	We need the ability to quickly scan and visually identify zones outside of temperature setpoint at the floorplan and building level.	All Roles
	10	Building Monitoring & Control
- Overrides	We need to understand what equipment, setpoints, or statuses have been overridden along with a user log of changes made.	All Roles
	11	Building Monitoring & Control
- Alarms / Fault Detection	We have reoccuring freezestat issues that we've been unable to resolve, we'd like to have a replay (DVR) abilty on our AHU graphics (or any graphic) so we can review the graphic at the moment of alarm or fault.	All Roles
	12	Building Monitoring & Control
- Rogue Zones	Currently, it takes time to drill down to understand what zone is driving demand (i.e. setpoints for reset strategies) on primary equipment (air handlers, chillers, etc.). Ideally we would automate this process of identifying these zones along with any rogue zones that struggle to meet setpoint (temperature, airflow, etc.).	All Roles
	13	Building Monitoring & Control
- Equipment Summaries	In addition to identifying rogue zones, we also need a real time summary of all equipment served by primary equipment (e.g. vavs rolled up by air handler). This way we can quickly compare zone temperatures, setpoints, damper positions, valve positions, etc. to ensure consistent setpoints and to help identify potential issues that may not register as alarms or faults.	All Roles
	14	Building Monitoring & Control
- Alarms	We need a quick summary of critical alarms that require immendiate response and don't want to be overwhelmed with nuisance alarms on non-critical equipment. We'd also be interested in tracking the re-occurance or frequency of alarms (e.g. chiller frequently tripping on safety). Preference on a parent - child grouping, i.e. initial alarm is parent and subsequent child alarms rollup or nest under inital parent alarm (helps reduce alarm fatigue).	All Roles
	15	Building Monitoring & Control
- Indoor Air Quality	We need a summary of IAQ related issues within the building. This could include a summary of the highest CO2 readings, high/low humidity, IAQ related alarms or faults, potential occupancy levels as available. To avoid custom graphics for each site or individual piece of equipment, templates for graphics should be easily configured depending on equipment / sensors available (e.g. one canned IAQ summary for sites with CO2 sensors and one canned IAQ summary for those without)	All Roles
	16	Building Monitoring & Control
- File Repository	We need to make sure we have access to the most current program files for BAS controllers. Providing a path to a file repository (e.g. Google Drive) would create this resource so that we have an available backup.	Super User, O&M, FM
	17	Building Monitoring & Control
- Fault Detection and Diagnostics	We need a rollup summary of faults on the UUI BAS graphic page for quicker navigation and to associate with equipment. Also need a hyperlink to seemlessly jump to FDD platform for additional infomation	All Roles, except Regional Director
	18	Building Monitoring & Control
- Smart Sensors	As available, we'd like to see the total occupancy of the buildings, both at the building and floor level. Preference on current and historic summaries.	FM / Regional Director
	19	Building Monitoring & Control
- Event Based Scheduling	As an Energy Manager, I see an opportunity to reduce the over-conditioning of unoccupied spaces. I'd like to create event based scheduling for meeting rooms so they are only conditioned when occupied (e.g. create a calendar in Google and have 3rd party scheduling software push that schedule to zone level controller). This calendar would be managed and approved by onsite staff.	Energy Manager, FM, O&M
	20	Building Monitoring & Control
- Event Based Scheduling	As part of the onsite team, we need to be aware of schedules created via event based scheduling	FM, O&M
	21	Building Monitoring & Control
- General	We would like a "chalkboard" to share comments on the UUI graphic pages to communicate equipment specific issues (e.g. drive in hand - VFD on order, point locked out in BAS due to ...). Preference on ability to navigate directly to log comments in NCMMS for further information on that equipment.	FM, O&M

Energy Manager

		Role:
Energy Manager	The Energy Manager is typically involved at a regional level and benchmarks energy performance to identify sites outside of expected range. The EM will also need to see the effectiveness of energy conservation measures pre and post implementation and may need direct access to a project depending upon their involvement.

	Item	Application	User Story / Objective	Similar Need	Proposed solution to address User's Objective
	5	Portfolio
Management	All roles will need view access to KPIs to evaluate the performance of their building or contractor (e.g. Total Estimated Cost Impact / TECI, comfort KPIs, energy KPIs, equipment asset, TBD)	All Roles
	6	Access to
Design Documents	As an FM / O&M / Super User, I need access to mechanical drawings, including sequence of operations, and mechanical schedules. Ideally provided by GSA regions and hyper-linked to associated graphic (e.g. link on UUI chiller graphic navigates to chiller sequence of operations)	All Roles
	7	Work Order System	We need a high level summary of KPIs (past due work orders, high priority work-orders, etc.) and the basic ability to update work orders (write capability) from the UUI (e.g. reassign a work order, edit date, add log comment or change priority). Additional functionality would require navigating to the work order system.	All Roles
	8	Energy Monitoring	Please provide a high level summary of relevant energy metrics (EUI, kW, real time % of monthly historic demand, time/temp at peak demand, GHG, etc.) and navigation link to GSA's MUSE platform (Metering, Utilities, Sustainability and Energy). We'd also like to be aware of meters not communicating and instances when the values are not updating or are outside of expected thresholds.	All Roles
	9	Building Monitoring & Control
- Thermographic Floorplans	We need the ability to quickly scan and visually identify zones outside of temperature setpoint at the floorplan and building level.	All Roles
	10	Building Monitoring & Control
- Overrides	We need to understand what equipment, setpoints, or statuses have been overridden along with a user log of changes made.	All Roles
	11	Building Monitoring & Control
- Alarms / Fault Detection	We have reoccuring freezestat issues that we've been unable to resolve, we'd like to have a replay (DVR) abilty on our AHU graphics (or any graphic) so we can review the graphic at the moment of alarm or fault.	All Roles
	12	Building Monitoring & Control
- Rogue Zones	Currently, it takes time to drill down to understand what zone is driving demand (i.e. setpoints for reset strategies) on primary equipment (air handlers, chillers, etc.). Ideally we would automate this process of identifying these zones along with any rogue zones that struggle to meet setpoint (temperature, airflow, etc.).	All Roles
	13	Building Monitoring & Control
- Equipment Summaries	In addition to identifying rogue zones, we also need a real time summary of all equipment served by primary equipment (e.g. vavs rolled up by air handler). This way we can quickly compare zone temperatures, setpoints, damper positions, valve positions, etc. to ensure consistent setpoints and to help identify potential issues that may not register as alarms or faults.	All Roles
	14	Building Monitoring & Control
- Alarms	We need a quick summary of critical alarms that require immendiate response and don't want to be overwhelmed with nuisance alarms on non-critical equipment. We'd also be interested in tracking the re-occurance or frequency of alarms (e.g. chiller frequently tripping on safety). Preference on a parent - child grouping, i.e. initial alarm is parent and subsequent child alarms rollup or nest under inital parent alarm (helps reduce alarm fatigue).	All Roles
	15	Building Monitoring & Control
- Indoor Air Quality	We need a summary of IAQ related issues within the building. This could include a summary of the highest CO2 readings, high/low humidity, IAQ related alarms or faults, potential occupancy levels as available. To avoid custom graphics for each site or individual piece of equipment, templates for graphics should be easily configured depending on equipment / sensors available (e.g. one canned IAQ summary for sites with CO2 sensors and one canned IAQ summary for those without)	All Roles
	16	Building Monitoring & Control
- File Repository	We need to make sure we have access to the most current program files for BAS controllers. Providing a path to a file repository (e.g. Google Drive) would create this resource so that we have an available backup.	Super User, O&M, FM
	17	Building Monitoring & Control
- Fault Detection and Diagnostics	We need a rollup summary of faults on the UUI BAS graphic page for quicker navigation and to associate with equipment. Also need a hyperlink to seemlessly jump to FDD platform for additional infomation	All Roles, except Regional Director
	18	Building Monitoring & Control
- Smart Sensors	As available, we'd like to see the total occupancy of the buildings, both at the building and floor level. Preference on current and historic summaries.	FM / Regional Director
	19	Building Monitoring & Control
- Event Based Scheduling	As an Energy Manager, I see an opportunity to reduce the over-conditioning of unoccupied spaces. I'd like to create event based scheduling for meeting rooms so they are only conditioned when occupied (e.g. create a calendar in Google and have 3rd party scheduling software push that schedule to zone level controller). This calendar would be managed and approved by onsite staff.	Energy Manager, FM, O&M
	20	Building Monitoring & Control
- Event Based Scheduling	As part of the onsite team, we need to be aware of schedules created via event based scheduling	FM, O&M
	21	Building Monitoring & Control
- General	We would like a "chalkboard" to share comments on the UUI graphic pages to communicate equipment specific issues (e.g. drive in hand - VFD on order, point locked out in BAS due to ...). Preference on ability to navigate directly to log comments in NCMMS for further information on that equipment.	FM, O&M

Regional Director

		Role:
Regional Director	The Regional Director needs high level access to sites in their portfolio and the ability to use KPIs to identify sites outside of expected thresholds.

	Item	Application	User Story / Objective	Similar Need	Proposed solution to address User's Objective
	5	Portfolio
Management	All roles will need view access to KPIs to evaluate the performance of their building or contractor (e.g. Total Estimated Cost Impact / TECI, comfort KPIs, energy KPIs, equipment asset, TBD)	All Roles
	6	Access to
Design Documents	As an FM / O&M / Super User, I need access to mechanical drawings, including sequence of operations, and mechanical schedules. Ideally provided by GSA regions and hyper-linked to associated graphic (e.g. link on UUI chiller graphic navigates to chiller sequence of operations)	All Roles
	7	Work Order System	We need a high level summary of KPIs (past due work orders, high priority work-orders, etc.) and the basic ability to update work orders (write capability) from the UUI (e.g. reassign a work order, edit date, add log comment or change priority). Additional functionality would require navigating to the work order system.	All Roles
	8	Energy Monitoring	Please provide a high level summary of relevant energy metrics (EUI, kW, real time % of monthly historic demand, time/temp at peak demand, GHG, etc.) and navigation link to GSA's MUSE platform (Metering, Utilities, Sustainability and Energy). We'd also like to be aware of meters not communicating and instances when the values are not updating or are outside of expected thresholds.	All Roles
	9	Building Monitoring & Control
- Thermographic Floorplans	We need the ability to quickly scan and visually identify zones outside of temperature setpoint at the floorplan and building level.	All Roles
	10	Building Monitoring & Control
- Overrides	We need to understand what equipment, setpoints, or statuses have been overridden along with a user log of changes made.	All Roles
	11	Building Monitoring & Control
- Alarms / Fault Detection	We have reoccuring freezestat issues that we've been unable to resolve, we'd like to have a replay (DVR) abilty on our AHU graphics (or any graphic) so we can review the graphic at the moment of alarm or fault.	All Roles
	12	Building Monitoring & Control
- Rogue Zones	Currently, it takes time to drill down to understand what zone is driving demand (i.e. setpoints for reset strategies) on primary equipment (air handlers, chillers, etc.). Ideally we would automate this process of identifying these zones along with any rogue zones that struggle to meet setpoint (temperature, airflow, etc.).	All Roles
	13	Building Monitoring & Control
- Equipment Summaries	In addition to identifying rogue zones, we also need a real time summary of all equipment served by primary equipment (e.g. vavs rolled up by air handler). This way we can quickly compare zone temperatures, setpoints, damper positions, valve positions, etc. to ensure consistent setpoints and to help identify potential issues that may not register as alarms or faults.	All Roles
	14	Building Monitoring & Control
- Alarms	We need a quick summary of critical alarms that require immendiate response and don't want to be overwhelmed with nuisance alarms on non-critical equipment. We'd also be interested in tracking the re-occurance or frequency of alarms (e.g. chiller frequently tripping on safety). Preference on a parent - child grouping, i.e. initial alarm is parent and subsequent child alarms rollup or nest under inital parent alarm (helps reduce alarm fatigue).	All Roles
	15	Building Monitoring & Control
- Indoor Air Quality	We need a summary of IAQ related issues within the building. This could include a summary of the highest CO2 readings, high/low humidity, IAQ related alarms or faults, potential occupancy levels as available. To avoid custom graphics for each site or individual piece of equipment, templates for graphics should be easily configured depending on equipment / sensors available (e.g. one canned IAQ summary for sites with CO2 sensors and one canned IAQ summary for those without)	All Roles
	16	Building Monitoring & Control
- File Repository	We need to make sure we have access to the most current program files for BAS controllers. Providing a path to a file repository (e.g. Google Drive) would create this resource so that we have an available backup.	Super User, O&M, FM
	18	Building Monitoring & Control
- Smart Sensors	As available, we'd like to see the total occupancy of the buildings, both at the building and floor level. Preference on current and historic summaries.	FM / Regional Director
	20	Building Monitoring & Control
- Event Based Scheduling	As part of the onsite team, we need to be aware of schedules created via event based scheduling	FM, O&M
	21	Building Monitoring & Control
- General	We would like a "chalkboard" to share comments on the UUI graphic pages to communicate equipment specific issues (e.g. drive in hand - VFD on order, point locked out in BAS due to ...). Preference on ability to navigate directly to log comments in NCMMS for further information on that equipment.	FM, O&M

File details come from the government source that posted it. Updated Jan 23, 2024.