Attachment_35_-_BUILDER_User_Manual.pdf

BUILDER EMS Version 3 User Manual iii

Table Of Contents Welcome

What's New in Builder 3.0

Getting Started

Navigating BUILDER 3.0

Recognizing the Common Icons

Establishing Selection Criteria

Inventory

Inventory Overview

Groups

Editing Organization Data

Deleting an Organization

Additional Organizational Data

Sites

Adding, Editing, and Deleting a Site

Editing Site Data

Additional Site Data

Complexes

Deleting a Complex

Additional Complex Data

Buildings

Adding a Building

Editing Building Inventory Data

Additional Building Data

Deleting a Building

BUILDER EMS Version 3 User Manual iv

Using the Building Status Property

Using Building Status to Track Non-Current Buildings

Adding Buildings To Be Built or Acquired in the Future

Systems, Components, and Sections

Identifying Systems, Components and Sections

Adding, Viewing, and Deleting a System

Adding and Viewing a Component

Adding and Editing a Section

Section Details

Exporting Data to BRED

Rapid Inventory Methods

Copying a Building

Copy Sections

Using the Embedded Building Models

Building Templates

Condition Assessment

Condition Assessment Overview

Performing Condition Assessments

Using Sampling in Condition Assessments

Using the Rapid Inspection Method

Knowledge-Based Inspection Scheduling

Functionality Assessment

Functionality Assessment Overview

Performing First Tier Functionality Assessments

Adding Functional Areas to a Building

Table Of Contents v

Adding Inventory to Functional Areas

Performing Second Tier Functionality Assessments

Work Management

Work Planning Overview

Standards, Policies, and Policy Sequences

Standards, Policies, and Policy Sequences Overview

Adding and Editing Standards

Adding and Editing Policies

Adding and Editing Policy Sequences

Work Items

Viewing Work Items

Creating and Editing a Section-Level Work Item

Creating and Editing a Building-Level Work Item

Creating and Editing a Project

Creating a Work Prioritization Scheme

Entering Anticipated Funding Levels

IMPACT Scenarios

IMPACT Scenario Overview

Scenario Management

Scenario Analysis

Copying a Work Plan from a Scenario

Tools

Import

Importing Data from BRED

Importing Data from Other Systems vi

Importing Data from the Navy Facility Asset Database (NFADB)

Administration

User Preferences

Application Settings

Security

Manual Condition Rollup

Library

Viewing and Editing Cost Data

Viewing and Editing Inflation Rates

Viewing and Editing Service Life Data

Reports

Selecting a Report

Using the Report Viewer

GIS

Setting Up GIS

GIS Viewer

Creating Themes

Viewing Themes

Mission Dependency Index

Mission Dependency Index Overview

Determining the Mission Dependency Index

Using the Mission Dependency Index

Acknowledgements and Technical Support

Index

Welcome

The EMS Enterprise Framework for BUILDER Version 3.0 is the newest product in the family of Engineered Management Systems (EMS) under development by the U.S.

Army Corps of Engineers at its Engineering Research and Development Center- Construction Engineering Research Laboratory (ERDC-CERL) in Champaign, IL. The new framework provides web-based access to the latest version of BUILDER, an automated tool to support engineering and facility management decisions regarding when, where, and how best to maintain buildings and their key components.

In keeping with the EMS design philosophy, BUILDER uses as its primary condition measure a condition index (CI) rating on a 0-to-100 point scale. The condition index for each component-section is computed from inspection data that records the type, severity, and density of each distress found. Deterioration curves developed from experience over time show the optimal point at which work should be done to avoid more costly rehabilitation projects later.

New to the EMS Enterprise Framework is the functionality index (FI). The FI is the primary functionality measure and uses a 0-to-100 point scale to keep with the EMS design philosophy. The functionality index is computed from assessment data that records the functionality issues present in the building and the severity and density of those issues. Based on the assessment data, building modernization requirements can be identified.

With the assistance of the IMPACT simulation engine included with the EMS Enterprise Framework, managers can develop long-range work plans based on a sound investment strategy. By providing an objective description of condition and an automated means of exploring various options under different budget scenarios, BUILDER and IMPACT together make multi-year work plans easier to formulate and funding requests easier to justify. The goal is optimal facility performance for the dollars invested.

While the EMS Enterprise Framework is being developed for military installations, it is applicable for any organization with facility management responsibilities. The University of Illinois has several Cooperative Research and Development Agreements with ERDC-CERL to transfer EMS technology to the public works community.

Developed by U.S. Army ERDC-CERL

10/16/2007

What's New in Builder 3.0

There are a variety of new features and program improvements in the upgrade from BUILDER 2.2 to 3.0. These enhancements have been addressed to improve user interface and advance the science of building asset management. A list of the most significant enhancements is provided below.

• Web-Based Access. Starting with version 3.0, BUILDER will be a web-based program instead of a locally installed desktop software program. The main advantage of the web-based program is that it allows everyone in your work group with a valid username and password access to your database from anywhere with an active internet connection. This allows for multiple employees with the appropriate permissions at different locations the ability to access your facility-related data.

• Knowledge-Based Inspection Scheduling. Knowledge-Based Inspection Scheduling is an automated tool designed to select from the vast array of asset inventory a subset of component-sections that should be considered for inclusion in the next round of inspections. The selection algorithm is based on life-cycle attribute knowledge associated with each component section that is compared with user-defined parameters to schedule condition assessments.

Incorporates US Patent # 7,058,544.

• Functionality Assessments. Functionality Assessments measure the building’s inherent capability to meet user requirements efficiently within limits of code and compliance. The assessments are performed using a three-tiered, top-down approach to narrow the focus and provide greater assessment detail to the identified problem issues. The three tiers are the building as a whole, functional area, and component-section. In BUILDER 3.0, functionality assessments can be performed at the first and second tiers, or building and functional area levels. Later versions will include the third tier, or component-section level, functionality assessments. Incorporates US Patent App # 11,194,655.

• Functionality Index (FI). After a functionality assessment has been performed, a FI will be computed based on the results. If the assessment is performed at the building-level, the Building Functionality Index (BFI) will be computed. If the assessment is performed at the functional area level, the Functional Area Functionality Index (FAFI) will be computed. The scale of the FI is conceptually similar to the existing CI for condition, and provides an objective measure of suitability for a given mission. Incorporates US Patent App # 11/194,655.

• Building Functional Areas. Before the second tier of functionality assessments can be performed, functional areas must be created in buildings.

Functional areas describe the use and classification of different building spaces. BUILDER version 3.0 allows for the creation of functional areas and the ability to assign existing inventory in the building to the functional areas.

This allows the building to be partitioned into different functional uses which may be managed individually.

• Building Performance Index (BPI). The BPI is building-level metric that measures the overall performance of buildings. It is weighted combination of the Building Condition Index (BCI) and the BFI. The BPI can be rolled up to the complex, site, and group level using the average BPI's, weighted by

Welcome replacement cost, to obtain the Complex, Site, or Group performance index

(PI).

• Work Item Cost Analysis. To determine the most cost-effective work activity for work items in BUILDER 3.0, the Work Item Cost Analysis tool can be used. The automated tool determines the return and return-on-investment (ROI) for each work activity type (do nothing, stop gap repair, repair, and replace). Different work activities in different work years can be explored, and the most cost-effective options can be selected. Incorporates US Patent App # 11/223,251.

• Integration of IMPACT into BUILDER. In previous versions, the IMPACT application was a separate, stand-alone program from the BUILDER program.

In version 3.0, IMPACT is integrated into the web-based version of BUILDER.

The inclusion of IMPACT with the BUILDER application improves ease of use and increases efficiency in exploring long range work plans.

• Scenario Analysis. To compare the results of multiple IMPACT scenarios, the scenario analysis tool has been added to version 3.0. Specifically, the condition trends and the expensed & backlogged reports of multiple IMPACT scenarios can be compared side-by-side. From these comparisons, the goal of optimal facility condition for the dollars invested can be met.

• Component Importance Index. The Component Importance Index (CII) is a measure that conveys the relative importance of a building component asset on a 0 to 1 scale. It allows users to view condition, schedule inspections, and prioritize work for their most critical building assets.

Getting Started

Navigating BUILDER 3.0

After opening the BUILDER website and logging into BUILDER 3.0, a screen similar to the one shown below will appear:

The BUILDER user interface has four (4) main areas, each of which is described in greater detail below:

• Main Menu

• Navigation Menu

• Navigation Tree

• Content Area

Main Menu

The Main Menu has two (2) options:

• Logout. This option allows the current user to logout, or sign-off, of BUILDER. Once logging out of BUILDER, you will no longer be able to view or edit data until logging back in.

• Help. This option launches a context-sensitive help file pertaining to the current BUILDER screen.

Navigation Menu

The Navigation Menu has six (6) options:

• Inventory. Clicking on the Inventory option will bring up in the inventory tree in the navigation tree. After an inventory level is chosen in the tree, placing the mouse over the Inventory option will cause a sub-menu to drop-down providing you with additional inventory options for the selected level.

See the Inventory Overview for more information.

• Condition Assessment. Clicking on the Condition Assessment option will bring up in the condition assessment tree in the navigation tree. After a condition assessment level is chosen in the tree, placing the mouse over the Condition Assessment option will cause a sub-menu to drop-down providing you with additional condition assessment options for the selected level. See the Condition Assessment Overview for more information.

• Functionality Assessment. Clicking on the Functionality Assessment option will bring up in the functionality assessment tree in the navigation tree. After a functionality assessment level is chosen in the tree, placing the mouse over the Functionality Assessment option will cause a sub-menu to drop-down providing you with additional functionality assessment options for the selected level. See the Functionality Assessment Overview for more information.

• Work Management. Clicking on the Work Management option will cause a sub-menu to drop down providing you with the work management options for Standards & Policies, Funding, Prioritization, and the Work Plan.

• Scenarios. Clicking on the Scenario option will bring up the Scenarios Management Window, where users can create, Manage and Analyze different scenarios.

• Tools. Clicking on the Tools option will cause a sub-menu to drop down providing you with tools for importing data (from BRED, NFADB, and other systems), administration (User Preferences, Application Settings, Security, and Manual Condition Roll-Up), libraries (Cost, Inflation, and Service Life), Reports, and GIS.

Navigation Tree

The Navigation Tree allows you to select the different levels of the tree and to view data related to the level in the context area. Shown below is an example of the inventory tree.

Here, the tree can be expanded by clicking on the "+" next to an inventory level or collapsed by clicking on the "-" next to an inventory level. To select a particular inventory level, left or right-click on it. The information pertaining to that inventory level will be displayed in the content area. While the example described above is for the inventory tree, the condition assessment and functionality assessment trees are navigated in the same manner.

Content Area

The content area displays the specific information pertaining to the current item selected in the navigation tree. Shown below is an example of what would appear in the content area if a component-section was selected in the inventory navigation tree. If you wish to view information pertaining to a different item, navigate the tree to the item and select it by clicking on it.

Recognizing the Common Icons

Listed below are the common command, toolbar, and menu buttons, along with their definitions, you will encounter when using BUILDER. It is a good idea to become familiar with these icons before using the program.

• - CLOSE. Click this button to close an open window.

• - SAVE. Click this button to permanently save and store changes to the data.

• - CANCEL. Click this button to cancel changes that have been made to the data since the last save. Changes made to data on the screen are not stored in the database until the SAVE button is clicked. Clicking CANCEL will cause recent changes to the data on the screen to be overwritten by data from the database.

• - NEW/ADD. Click this button to create a new record. The type of record to be created is determined by where the NEW button is located. For example, if the button is next to a dropdown list, clicking the NEW button will create a new entry in that list. If the button is above a grid, clicking the NEW button will create a new line in the grid, i.e. a new record of whatever is being displayed in the grid. If the NEW button is in the window toolbar, clicking it will create a new item of the type being displayed in the window.

• - DELETE. Click this button to delete a selected record. The record to be deleted is determined by where the DELETE button is located. For example, if the button is next to a dropdown list, clicking the DELETE button will delete the record identified by the current selection in the list. If the button is above a grid, clicking the DELETE button will delete the current selected record in the grid (designated by an arrow in the left most column). If the DELETE button is in the window toolbar, clicking it will delete the item being viewed in the window and generally close the window since no data will then be available for display.

• - COPY. Click this button to copy a selected item.

• - COMMENT. Click this button if you wish to record a comment. The scope of the comment is determined by the location of the button. A COMMENT button in the window toolbar is used for comments regarding the item displayed in the window. A COMMENT button next to a dropdown list allows you to add comments about the current item selected in the list.

• - IMAGES. Click this button if you wish to add a image. The scope of the image is determined by the location of the button. A IMAGE button in the window toolbar is used for images of the item displayed in the window.

• - REPORTS. Click this button to select and view standard reports. The types and scope of the reports are determined by where the REPORTS button is located. A REPORTS button in the window toolbar is used for reports of the item displayed in the window.

• - LOCKED RECORD. This indicates whether the selected record is locked or not. If it is locked, the record cannot be edited. This may be the case either because the record is checked out or the user does not have permission.

Establishing Selection Criteria

Several features of BUILDER, including GIS themes and funding sources, require that you specify a criteria that will be used in deciding whether or not a building, component-section, or work item belongs to a particular group. Each instance where you must establish a selection criteria presents you with a grid similar to the one shown below:

A selection criteria constructed in this grid has been designed to be easily read. If you are familiar with SQL selection statements used with database management systems, the structure and wording of the criteria in the grid should look familiar.

Each row of the grid represents one full statement in the criteria. Each statement is connected to the others by "And" or "Or". The association of statements is from the left, i.e. "A and B or C" is actually "(A and B) or C."

Creating a New Selection Criteria

To create a new selection criteria, click the ADD button in the top right corner of the Selection Criteria tab. The Selection Criteria Info window will appear:

Select the property to be used in the criteria from the Property dropdown list. Once the property is selected, the Condition dropdown list will populate with appropriate condition statements. Select a condition from the list. Depending on the property, the Value may be either entered or selected from a dropdown list of available choices. Finally, if more than one selection criteria will be used, Select the proper connecter ("And" or "Or") statement. Click the OK button to save the selection criteria. If you do not wish to create the selection criteria, click the CANCEL button.

Important Points:

1. It is possible to create selection criteria containing contrary statements.

BUILDER has no way of determining this but will simply return no items satisfying it.

2. Condition Index (CI) properties of all inventory items use -1 as the value of the CI when the CI is unknown. If you use a statement such as "CI is less than X," then you should also add a statement "CI is greater than or equal to 0" so as not to include all of the items of unknown CI.

Editing an Existing Selection Criteria

If you wish to edit an existing selection criteria, click the selection criteria in the grid and click the EDIT button in the top right corner of the tab. Again, the Selection Criteria Info window will open and the property, condition, value, and connector statement can be edited.

Deleting an Existing Selection Criteria

If you wish to delete an existing selection criteria, click the selection criteria in the grid and click the DELETE button in the top right corner of the tab.

Inventory

Inventory Overview

Your BUILDER inventory serves as the foundation for all that you will do with the BUILDER application. The first step in using BUILDER is to construct a database that describes the physical inventory you manage. That process of putting the data into BUILDER will probably be your single most intensive effort in working with the program, but it is a one-time effort that can be aided by features that may allow you to import data from other systems, copy buildings, use building templates when multiple buildings have a single design, or to use embedded models to estimate building composition.

Begin by grouping your buildings into logical management units, typically by their geographic regions, which are represented by site records in the BUILDER database.

The site provides a natural way to group buildings and to apply properties that are regional in nature, such as the cost of operations and maintenance (O&M) work and the heating, ventilation and cooling (HVAC) climate.

Next, you create building records for the buildings at one of your sites. A building record includes critical information such as how the building is used, its size, age, and number of floors. You will find that BUILDER also allows you to store, at your option, a variety of other information about a building, such as applicable family housing data. You will also be able to establish a mission dependency index to measure quantitatively how critical the building is to the mission for which it is used.

After you have created a building record in the BUILDER inventory, you will be able to add records that describe the various physical items that are part of the building:

the doors, walls, windows, plumbing fixtures, heating units, etc. At the elemental level, these items are called component-sections, or simply sections. Component-sections are the management unit in BUILDER. You inspect them and plan work for them, and BUILDER applies its condition assessment algorithms to them in calculating their condition index. BUILDER uses embedded data and automated processes to determine a wealth of information about each component-section: its expected service life, its likely subcomponents and how their condition affects the section as a whole, and the cost of replacing, painting, repairing, and removing it. As you might imagine, for an automated system to be able to do all of this, there are some strict rules about how you define component-sections. Creating the component-section records is the most difficult and time-consuming aspect of creating the BUILDER inventory.

You begin by working down to the component-sections hierarchically, starting with the major systems of a building. In BUILDER, there are two building decompositions available:

• The traditional BUILDER system/component structure with 12 systems

• The ASTM UNIFORMAT II Classification for Building Elements with 17 systems

(Level 2).

Regardless of which decomposition you choose, you will create the systems by selecting each applicable system from a pick list. Each system is further decomposed into components (Level 3 elements when using UNIFORMAT). Again, you will create the component records by selecting from a pick list of components applicable to a given system. See BUILDER Systems and Components for a list of each decomposition's systems and their typical components.

Once you have created records for a system and for a component of that system, you are ready to create component-section records that actually represent the physical items in your building belonging to particular systems and components. For example, a system might be of type Exterior Closure and one of its components might be Doors. The component-section records represent the physical exterior doors in your building. Some of the doors maybe glass personnel doors, some may be metal overhead doors. A component-section consists of items in the building that all belong to the same component and, moreover, are all of the same type and material/equipment category. In this example, you will have to create at least two records to represent the exterior doors; one for the glass personnel doors and one for the metal overhead doors. You will have considerable flexibility in how you group similar items together to form a component-section.

Once a component-section has been identified by component, type, and material/equipment category, BUILDER will have sufficient information to establish a clear link between the section and the embedded data and computations that it brings to the process in order to help you with your management tasks. Details, examples, and some suggestions about how to make the process of completing your BUILDER inventory are contained in the topic Identifying Systems, Components and Sections.

Groups

Adding, Editing, and Deleting an Organizational Group

BUILDER 3.0 is an enterprise level program. As such, its inventory can contain buildings at a number of different sites. It is possible that multiple sites are managed together, as in a region, and therefore should be arranged together. If this is the case, BUILDER allows for multiple sites to be arranged together in an organizational group.

Adding an Organization

To add a sub organizational group under a main group, select the main group to add this subgroup to, and click the Add Organization button on the navigation menu.

Alternatively, you can create a parent organization group by selecting a site, a choosing Add Parent Organization.

After this, the following data is required for the organization:

• Organization Number. Enter the identifying number for the group, limited to 12 alphanumeric characters. You may leave this blank if you wish to supply only a name. You must enter at least a organization name or organization number and the combination of the two must be unique among the organizations in your database.

• Organization Name. Enter the identifying name for this organization, limited to 50 alphanumeric characters. You may leave this blank if you wish to supply only a number. You must enter at least a organization name or organization number and the combination of the two must be unique among the organization in your database.

• Relation. Specify the relation of the group being created to the selected organization or site on the inventory tree. There are three options for the relation:

o Child - The organization will be placed under the selected organization.

Note that child organization can only be created when an organization is selected in the inventory tree.

o Parent - The organization will be placed above the selected organization or site.

o Sibling - The organization will be placed at the same level as the selected organization or site. Note that the top level organization may not have a sibling organization.

Once the required data are entered, click the ADD button to create the organization.

To close the window without creating the organization, click the CANCEL button.

Editing Organization Data

To edit data for a specific organization, select the organization in the inventory tree.

Toolbar

• CLOSE. Use this button to close the organization record.

• SAVE. Use this button to save the changes you have made to the organization data.

• COMMENT. Use this button allows you to add, edit, and view comments about the organization.

• REPORTS. Use this button to launch the Report Selection tool, which gives you access to a list of standard reports relevant to organization inventory.

See Using the Report Viewer.

General Information

Initially after an organization is selected in the inventory tree, the general information tab is shown and the following information can be edited:

• Organization Number and Name. You may edit the Organization Number and Name as you wish. Organization Number is allowed to contain 12 characters; Organization Name is allowed 50 characters.

• Index Data (Read-Only).

o Organization Condition Index (CI). The organization CI displays the average CI of the buildings in the organization, weighted by replacement cost. This metric provides an overall sense of the condition of the group as a whole.

o Organization Functionality Index (FI). The organization FI displays the average FI of the buildings in the organization, weighted by replacement cost. This metric provides an overall sense of the functionality of the organization as a whole.

o Organization Performance Index (PI). The organization PI displays the average PI of the buildings in the organization, weighted by replacement cost. This metric provides an overall sense of the performance of the organization as a whole.

• Calculated Data (Read-Only).

o PRV. The calculated data includes the aggregate present replacement value (PRV) of the buildings in the group.

• Reference Settings.

o Cost Book. Select the cost book from the dropdown list you wish to use for the entire inventory of the organization. The cost book selected will provide inventory replacement costs for inventory.

o Service Life Book. Select the service life book from the dropdown list you wish to use for the entire inventory of the organization. The service life book selected will estimate the remaining service life of component-sections in the inventory on the basis of its life expectancy and condition. Also, the service life is used in estimating a rate of deterioration in the condition index of a component-section when no more than one inspection has been recorded.

o Policy Sequence. Select the policy sequence from the dropdown list you wish to use for the entire inventory of the organization. The policy sequence selected will establish the order of precedence for applying policies so that only one standard is chosen for the inventory in the building.

o Prioritization Scheme. Select the prioritization scheme from the dropdown list you wish to use for the entire inventory of the organization. The prioritization scheme selected will prioritize and rank your work plan in a quick, objective, repeatable, and representative method with the touch of a button.

It is important to note that reference data can be set at the organization and site level. If this data is set at both levels, the reference settings at the site level will overwrite the reference settings at the organization level.

In addition to the general information for the organization described above, more information can be added and viewed on the contact information and condition trends tab.

Deleting an Organization

To delete an organization, select the organization in the inventory tree, and click the Delete Organization button.

It is important to note that if you delete an organization, you also delete all inventory (sites, complexes, buildings, systems, components, and sections) in that organization. This is a significant step to take and should only be done when you are certain that you wish to clear the entire inventory of the group you have selected.

Making frequent backups of your inventory database will protect you from significant data losses if mistakes in deleting are made.

Additional Organizational Data

Additional Organizational data is displayed and can be edited on the contact information and condition trends tabs when a group is selected in the inventory tree.

Contact Information Tab

The contact information for the organization cam be viewed and edited by selecting the CONTACT INFORMATION tab.

All of the additional organizational information is optional. It includes data regarding the official point of contact (POC) for the organization:

• POC Name. Enter the name of the organization point of contact, limited to 30 alphanumeric characters.

• Address. Enter the official street address of the organization, limited to 30 alphanumeric characters).

• City. Enter the city of the organization, limited to 15 alphanumeric characters.

• State. Enter the state of the organization, limited to 2 alphanumeric characters.

• Zip Code. Enter the zip code of the organization, limited to 10 alphanumeric characters.

• Phone Number. Enter the phone number of the organization POC, limited to 20 alphanumeric characters.

• FAX Number. Enter the FAX number of the organization POC, limited to 20 alphanumeric characters.

• Email Address. Enter the email address of the organization POC, limited to 75 alphanumeric characters.

• WWW. Enter the World Wide Web (WWW) URL address for the organization, limited to 75 alphanumeric characters.

Assessment History Tab

The Assessment History tab provides a graph of the condition, functionality, performance, and FCI history of the organization, displaying the organization CI, organization FI, organization PI, and organization FCI over time.

Sites

Adding, Editing, and Deleting a Site

A BUILDER inventory can contain buildings at a number of different geographic locations. Several properties of buildings and their components are determined or affected by the building's geographic location, most critically the area cost factor, a multiplier which adjusts national average labor/material/equipment costs to local costs. Additional location data includes the HVAC zone and seismic zone of the site.

Knowing the geographic location of a building is extremely important, therefore BUILDER requires you to create a site record for each geographic location before you can add buildings to the database.

Adding a Site

To add a new site select click the Add Site button from the navigation menu.

On this screen, enter the following required data for the site:

• Number. Enter the identifying number for the site, limited to 12 alphanumeric characters. You may leave this blank if you wish to supply only a name. You must enter at least a site name or site number and the combination of the two must be unique among the groups in your database.

• Name. Enter the identifying name for this site, limited to 50 alphanumeric characters. You may leave this blank if you wish to supply only a number.

You must enter at least a site name or site number and the combination of the two must be unique among the groups in your database.

Additionally, you have the option of using factors (area cost factor, seismic zone, and HVAC zone) from existing locations in the BUILDER system by marking the USE FACTORS FROM FOLLOWING LOCATION checkbox and choosing a location from the dropdown lists. Choosing this data is optional and can be input later using the SELECT button if desired.

Once the required data are entered, click the ADD button to create the site. To close the window without creating the site, click the CANCEL button.

Editing Site Data

To edit the data for a specific site, select the site in the inventory tree.

• SAVE. Use this button to save the changes you have made to the site data.

• COMMENT. Use this button allows you to add, edit, and view comments about the site.

• IMAGES. Use this button to add and remove images of the site.

• REPORTS. Use this button to launch the Report Selection tool, which gives you access to a list of standard reports relevant to site inventory. See Using the Report Viewer.

• SELECT. Use this button to launch the site selection window.

Select the state and then the location within that state of your site. The location list includes Department of Defense installations and most major cities in the United States. After the state and location are selected, click the SELECT button to automatically fill in the required data fields on the location screen. If you click the CANCEL button, you will return to the Location screen without making changes. If your particular site is not listed, choose a location close to your site and edit the name afterward.

General Site Information

Initially after a site is selected in the inventory tree, the general information tab is shown with the following information:

• Site Number and Name. You may edit the Site Number and Name as you wish. Site Number is allowed to contain 12 characters; Site Name is allowed 50 characters.

• Location Factors o Area Cost Factor. The area cost factor is a multiplier used to adjust national average cost for labor/materials/equipment to local costs. It is generally a number between 0.8 and 1.2 for continental U.S. locations, but it can be even greater than 2.0 in high-cost geographic locations.

o Seismic Zone. The seismic zone is an integer from 1 to 7 following the Federal Emergency Management Agency's (FEMA) U.S. seismic zoning. Determine your site's seismic zone by using the SELECT button on the toolbar or by consulting the seismic map of the U.S. seismic zones, which can be accessed by clicking the MAP button next to the Seismic Zone text box.

o HVAC Zone. The HVAC zone is an integer from 1 to 11. Determine your site's HVAC zone by using the SELECT button on the toolbar or by consulting the map of the U.S. HVAC zones, which can be accessed by clicking the MAP button next to the HVAC Zone text box.

• Index Data (Read-Only).

o Site Condition Index (CI). The site CI displays the average CI of the buildings in the site, weighted by replacement cost. This metric provides an overall sense of the condition of the site as a whole.

o Site Functionality Index (FI). The site FI displays the average FI of the buildings in the site, weighted by replacement cost. This metric provides an overall sense of the functionality of the site as a whole.

o Site Performance Index (PI). The site PI displays the average PI of the buildings in the site, weighted by replacement cost. This metric provides an overall sense of the performance of the site as a whole.

o Site Facility Condition Index (FCI). The site FCI represents the total maintenance and repair costs for the site, normalized by the total site PRV. This metric provides and overall sense of deferred repair work.

• Calculated Data (Read-Only).

o # of Facilities. Displays the number of buildings included in the site inventory.

o PRV. Displays the total present replacement value of the buildings at the site computed by adding the individual building replacement costs.

• Reference Settings.

o Cost Book. Select the cost book from the dropdown list you wish to use for the entire inventory of the group. The cost book selected will provide inventory replacement costs for inventory.

o Service Life Book. Select the service life book from the dropdown list you wish to use for the entire inventory of the group. The service life book selected will estimate the remaining service life of component-sections in the inventory on the basis of its life expectancy and condition. Also, the service life is used in estimating a rate of deterioration in the condition index of a component-section when no more than one inspection has been recorded.

o Policy Sequence. Select the policy sequence from the dropdown list you wish to use for the entire inventory of the group. The policy sequence selected will establish the order of precedence for applying policies so that only one standard is chosen for the inventory in the building.

o Prioritization Scheme. Select the prioritization scheme from the dropdown list you wish to use for the entire inventory of the group.

The prioritization scheme selected will prioritize and rank your work plan in a quick, objective, repeatable, and representative method with the touch of a button.

o Inflation Set. Select the inflation set from the dropdown list you wish to use for the entire inventory at that site. This will apply inflation cost factors to estimate repair costs for multi-year IMPACT scenarios.

It is important to note that reference data can be set at the group and site level. If this data is set at both levels, the reference settings at the site level will overwrite the reference settings at the group level.

In addition to the general information for the site described above, more information can be added and viewed on the other tabs at the top of the screen.

Deleting a Site

To delete a site, select the site in the inventory tree and click the Delete Site option.

It is important to note that deleting a site deletes all inventory (complexes, buildings, systems, components, and sections) in that site. This is a significant step to take and should only be done when you are certain that you wish to clear the entire inventory of the site you have selected. Making frequent backups of your inventory database will protect you from significant data losses if mistakes in deleting are made.

Additional Site Data

Additional site data is displayed and can be edited on the contact information, building information, condition trends, and GIS tabs when a site is selected in the inventory tree.

Contact Information Tab

The Contact Information for the site may be viewed and edited by selecting the CONTACT INFORMATION tab.

All of the additional site information is optional. It includes data regarding the official point of contact (POC) for the location:

• POC Name. Enter the name of the site point of contact, limited to 30 alphanumeric characters.

• Address. Enter the official street address of the site, limited to 30 alphanumeric characters).

• City. Enter the city of the site, limited to 15 alphanumeric characters.

• State. Enter the state of the site, limited to 2 alphanumeric characters.

• Zip Code. Enter the zip code of the site, limited to 10 alphanumeric characters.

• Phone Number. Enter the phone number of the site POC, limited to 20 alphanumeric characters.

• FAX Number. Enter the FAX number of the site POC, limited to 20 alphanumeric characters.

• Email Address. Enter the email address of the site POC, limited to 75 alphanumeric characters.

• WWW. Enter the World Wide Web (WWW) URL address for the site, limited to

75 alphanumeric characters.

Building Information Tab

Basic information regarding the buildings at the site is available under the BUILDING INFORMATION tab. All of the data shown on this tab is read-only.

• Facility. Displays the building number and name of each building at the site.

• Area. Displays the square footage of each building at the site.

• Present Replacement Value PRV. Displays the total present replacement value (PRV) of each building at the site.

• Building Condition Index (BCI). Displays the current BCI of each building at the site.

• Building Functionality Index (BFI). Displays the current BFI of each building at the site.

• Building Performance Index (BPI). Displays the current BPI of each building at the site.

• Building Facility Condition Index (FCI). Displays the current FCI of each building at the site.

Additionally, the site CI, site FI, site PI and site FCI are shown at the top of the tab, which are the average of each index of the buildings at the site weighted by replacement cost. Finally, all the information on this tab can be exported to a

Microsoft Excel spreadsheet by clicking the EXPORT TO EXCEL button at the bottom of the screen.

Assessment History Tab

The Assessment History tab provides a graph of the condition, functionality, and performance history of the site, displaying the site CI, site FI site PI, and site FCI over time.

GIS Tab

This tab can be used to add a GIS layer(s) for your site and link it to the inventory at your site. For more information, see Setting Up GIS.

Complexes

Adding, Editing, and Deleting a Complex

BUILDER allows you to subdivide a site into regions called complexes. This is especially useful if your inventory has a large number of buildings at a single location. Each building may belong to at most one complex. You may choose not to use complexes at all, in which case buildings will be listed directly under their site in the inventory tree. If you do create complexes, you may also have buildings at your site that are not assigned to any complex. In this case, you may choose either to list unassigned buildings directly under their site or to have a complex named "Unassigned" which will have all such buildings listed under it in the inventory tree.

Adding a Complex

To add a new complex to a site select the site on the inventory tree and click the Add Complex button from the navigation menu.

On this screen, enter the following required data for the complex:

• Number. Enter the identifying number for the complex, limited to 12 alphanumeric characters. You may leave this blank if you wish to supply only a name. You must enter at least a complex name or complex number and the combination of the two must be unique among the groups in your database.

• Name. Enter the identifying name for the complex, limited to 12 alphanumeric characters. You may leave this blank if you wish to supply only a number. You must enter at least a complex name or complex number and the combination of the two must be unique among the groups in your database.

Once the required data are entered, click the ADD button to create the complex. To close the window without creating the complex, click the CANCEL button.

Editing Complex Data

To edit the data for a specific complex, select the complex in the inventory tree.

• SAVE. Use this button to save the changes you have made to the complex data.

• COMMENT. Use this button allows you to add, edit, and view comments about the complex.

• IMAGES. Use this button to add, view, and remove images of the complex.

• REPORTS. use this button to launch the Report Selection tool, which gives you access to a list of standard reports relevant to complex inventory. See Using the Report Viewer.

General Complex Information

Initially after a complex is selected in the inventory tree, the general information tab is shown with the following information:

• Complex Number and Name. You may edit the Complex Number and Name as you wish. Complex Number is allowed to contain 12 characters; Complex Name is allowed 50 characters.

• Index Data (Read-Only).

o Complex Condition Index (CI). The complex CI displays the average CI of the buildings in the complex, weighted by replacement cost. This metric provides an overall sense of the condition of the complex as a whole.

o Complex Functionality Index (FI). The complex FI displays the average FI of the buildings in the complex, weighted by replacement cost. This metric provides an overall sense of the functionality of the complex as a whole.

o Complex Performance Index (PI). The complex PI displays the average PI of the buildings in the complex, weighted by replacement cost. This metric provides an overall sense of the performance of the complex as a whole.

o Complex Facility Condition Index (FCI). The complex FCI represents the total maintenance and repair costs for the complex, normalized by the total complex PRV. This metric provides and overall sense of deferred repair work.

• Calculated Data (Read-Only).

o # of Facilities. Displays the number of buildings included in the complex inventory.

o PRV. Displays the total present replacement value of the buildings at the complex computed by adding the individual building replacement costs.

Deleting a Complex

To delete a complex, select the complex in the inventory tree and click the Delete button.

It is important to note that deleting a complex deletes all inventory (buildings, systems, components, and sections) in the complex. This is a significant step to take and should only be done when you are certain that you wish to clear the entire inventory of the complex you have selected. Making frequent backups of your inventory database will protect you from significant data losses if mistakes in deleting are made.

Additional Complex Data

Additional complex data is displayed and can be edited on the contact information, building information, condition trends, and buildings tabs when a complex is selected in the inventory tree.

Contact Information Tab

The contact information for the complex may be viewed and edited by selecting the CONTACT INFORMATION tab.

All of the additional complex information is optional. It includes data regarding the official point of contact (POC) for the location:

• POC Name. Enter the name of the complex point of contact, limited to 30 alphanumeric characters.

• Address. Enter the official street address of the complex, limited to 30 alphanumeric characters.

• City. Enter the city of the complex, limited to 15 alphanumeric characters.

• State. Enter the state of the complex, limited to 2 alphanumeric characters.

• Zip Code. Enter the zip code of the complex, limited to 10 alphanumeric characters.

• Phone Number. Enter the phone number of the complex POC, limited to 20 alphanumeric characters.

• FAX Number. Enter the FAX number of the complex POC, limited to 20 alphanumeric characters.

• Email Address. Enter the email address of the complex POC, limited to 75 alphanumeric characters.

• WWW. Enter the World Wide Web (WWW) URL address for this complex, limited to 75 alphanumeric characters.

Building Information Tab Basic information regarding the buildings in the complex can be viewed by selecting the BUILDING INFORMATION tab. All of the data shown on this tab is read-only.

• Facility. Displays the building number and name of each building in the complex.

• Area. Displays the square footage of each building in the complex.

• Present Replacement Value PRV. Displays the PRV of each building in the complex.

• Building Condition Index (BCI). Displays the current BCI of each building in the complex.

• Building Functionality Index (BFI). Displays the current BFI of each building in the complex.

• Building Performance Index (BPI). Displays the current BPI of each building in the complex.

• Building Facility Condition Index (FCI). Displays the current FCI of each building in the complex.

Additionally, the complex CI, complex FI complex PI and complex FCI are shown at the top of the tab, which are the average of each index of the buildings in the complex weighted by replacement cost. Finally, all the information on this tab can be exported to a Microsoft Excel spreadsheet by clicking the EXPORT TO EXCEL button at the bottom of the screen.

Assessment History Tab

The Assessment History tab provides a graph of the condition, functionality, performance and FCI history of the complex, displaying the complex CI, complex FI, complex PI and complex FCI over time.

Buildings Tab The Buildings tab lists the buildings currently assigned to the complex. Buildings can be assigned or removed from the complex on this tab. The buildings are broken into two columns on this tab:

• Unassigned Buildings. Lists the buildings at the site that are not assigned to a complex.

• Assigned Buildings. Lists the buildings assigned to the current complex.

Select the desired building and use the arrow keys to move unassigned buildings onto the assigned list or to remove buildings from the assigned list to the unassigned list. Only buildings that are not assigned to a complex will appear in the list on the left. If you wish to move a building from one complex to another, you must remove it from the first complex before you can add it to the second.

Buildings

Adding a Building

After a site has been created, you can add the actual buildings to your inventory. To add a building, select the site you wish to add the building to in the inventory tree and click the Add Building button from the navigation menu.

the data required to be supplied when adding a building includes:

• Building Number. Enter the identifying number for the building, limited to 12 alphanumeric…