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GSA

National Equipment Standard

GSA National Equipment Standard


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Document Revision 03-21-2011


Disclaimer
GSA would prefer not to develop a single organization standard that is
specific only to the agency. GSA would prefer, with review and input from
industry and other agencies, develop a mutually beneficial industry standard
that can be used universally.
With that in mind, this is a draft document developed by GSA and is being
distributed for review process by peers.
This is in no way to be used as a legal or binding document at this time.
This document is in the process of being internally reviewed by GSA.
Note: This is a large document; there is discussion to split out section 4 into
its own document. For review process, this document should be considered
as a whole. Moving section 4 to another sub technical document would not
change its content.

U.S. General Services Administration


Public Buildings Service
Office of Design and Construction
Facility Management and Services Program

Month XX, 2011


This version of the GSA National Equipment Standard is identified as Version 0.50 to indicate its
provisional status. With its publication, this guide becomes available for public review and comment.
As its provisional status denotes, however, it will continue to serve as the basis for further
development, pilot validation, and professional editing. All readers of this provisional guide are
encouraged to submit feedback to the National 3D-4D-BIM Program. Updated versions will continue to
be issued to address and incorporate on-going feedback in an open, collaborative process.
For further information about GSAs National 3D-4D-BIM Program, additional BIM Guide Series, or to
submit comments or questions, visit the National 3D-4D-BIM webpage at http://www.gsa.gov/bim.
The National 3D-4D-BIM Program
Office of Design and Construction
Public Buildings Service
U.S. General Services Administration
1800 F Street NW, Suite 3300
Washington, DC 20405
[ADD FMSP Address]

GSA National Equipment Standard


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Version 0.50 Month, Date 2011


COPYRIGHT 2011 BY
General Services Administration
If you would like to contact the authors, please write to:
The National 3D-4D-BIM Program
Office of Design and Construction
Public Buildings Service
U.S. General Services Administration
1800 F Street NW, Suite 3300
Washington, DC 20405
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GSA National Equipment Standard


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Table of Contents
Equipment Standards
Executive Summary: Equipment ................................................................................. iii
Introduction .......................................................................................................... iv
About this Guide ....................................................................................................... iv
Objective of this Guide ............................................................................................... iv
How to use this guide National Equipment Standard ........................................................... iv
Section 1: Equipment and FM ...................................................................................... 7
1.1.

Why Equipment Standard .................................................................................... 7

1.2.

The Business Need for Equipment Standards .............................................................. 8

1.3.

Use cases for equipment data .............................................................................. 10

1.1. The vision for equipment data ............................................................................. 11


Section 2: Equipment Definitions ................................................................................14
Section 3: Industry Codes and Standards .......................................................................18
3.1.

Industry Codes ................................................................................................ 18

3.2. Equipment Type Nomenclature Convention .............................................................. 22


Section 4: Equipment Data Fields ................................................................................25
4.1.

Complex Data Fields ......................................................................................... 26

4.2.

Facility Data Fields ........................................................................................... 32

4.3.

Tenant Data Fields ........................................................................................... 40

4.4.

Zone Data Fields .............................................................................................. 44

4.5.

Space Data Fields............................................................................................. 47

4.6.

Equipment Data Fields ....................................................................................... 53

4.7.

Job Task Data Fields ......................................................................................... 96

4.8.

Commissioning Data Fields ................................................................................ 108


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4.9.

Condition Assessment Data Fields........................................................................ 113

4.10. Audits and Inspection Data Fields ........................................................................ 124


4.11. Warranty ..................................................................................................... 130
4.12. Operation Documents ...................................................................................... 143
4.13. Code and Regulations ...................................................................................... 146
Section 5: Equipment Identification ........................................................................... 159
5.1. Equipment Identification Formats: ...................................................................... 159
Section 6: Equipment Tag........................................................................................ 163
6.1.

Guidelines: .................................................................................................. 163

6.2.

Tag Placement: ............................................................................................. 163

6.3. Required Equipment Tag Information: .................................................................. 164


Section 7: Contracts .............................................................................................. 167
7.1.

New Construction/Renovation............................................................................ 167

7.2.

Existing Building O&M Contract Renewal ............................................................... 167

7.3.

Existing Building Equipment Inventory Contract ....................................................... 168

7.4. Existing Building Project .................................................................................. 169


Section 8: technology ............................................................................................. 171
8.1.

Technology Requirements ................................................................................. 171

8.2. Technology Recommendations ........................................................................... 171


Section 9: Implementation Guidance .......................................................................... 173
9.1.

Identifying Opportunities.................................................................................. 173

9.2.

Developing an Equipment Execution Plan .............................................................. 173

9.3. Pilot Inventory Implementation Studies ................................................................ 173


Section 10: Equipment Data Matrix ............................................................................ 176
References .......................................................................................................... 186
Acknowledgements ................................................................................................ 187
table of contents

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GSA National Equipment Standard


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Executive Summary: Equipment


In 2003, U.S. General Services Administration (GSA) Public Buildings Service (PBS) Office of the Chief
Architect (OCA) established the National 3D-4D-BIM Program. For more information, visit the National
3D-4D-BIM Program webpage at http://www.gsa.gov/bim. As part of this program, OCA has evaluated
an array of 3D-4D-BIM applications on a number of capital projects. As one of the largest owners in
the U.S., GSA sees great benefits from maintaining lifecycle data for our facilities. Equipment data is
one of the key data points critical to the operation and maintenance of facilities.
This guide is a result of the work that the GSA team has done to ensure that high-quality data is
submitted for equipment in our facilities during design and construction, renovations, projects, and
daily operations. The Office of Design and Construction, which houses the BIM Program, and the office
of Facility Management and Services Programs has been working with counterparts in all regions to
ensure the appropriate equipment deliverables are required. This guide has also been reviewed by the
GSA BIM and FM Working Group and several regional GSA associates familiar with BIM and FM.
Objective of Using National Equipment Standards (NES)
The overall purpose of utilizing national equipment standards is to enable GSA to leverage equipment
data through the facility lifecycle. GSA intends to utilize and update this data throughout the facility
lifecycle through new construction, small projects, building operations, and major renovations.
Requirements and Deliverables
At a minimum, contracts or work relating to facility equipment data such as new construction,
equipment related projects, equipment repairs/replacements, renovations, etc., are required to have
the minimum specified data fields per this guide updated or captured per section 4.
These requirements are in addition to all current submission requirements set forth in Appendix A of
the Facilities Standards for the Public Buildings Service (PBS P-100 November 2010). A/Es should also
follow the PBS CAD Standards for creating 2-D drawings.
Conclusions
GSA expects that, in referencing this Guide, GSA will be able to obtain high-quality equipment data for
use in Facility Management. While full adoption of this guide within facility management will be
incremental, this guide lays the foundation for the vision and technical requirements for facility
management. GSA welcomes any constructive comments and recommendations to the guide and the
process of creating and maintaining facility lifecycle information.

executive summary: equipment

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GSA National Equipment Standard


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Introduction
About this Guide
A national equipment standard allows GSA to better utilize and operate facilities through all phases of
a facilitys lifecycle. Users of this document should also refer to the GSA BIM Guide Series: 01
Overview of GSAs National 3D-4D-BIM Program for program-wide policies on 3D-4D-BIM applications,
GSA BIM Guide Series 02 for technical requirements of a spatial program BIM, and the GSA BIM Guide
Series 08-facility management to BIM for implementation.
This guide will also be of general interest to other members of GSA project teams, including PBS staff,
customer agencies, and contracted parties such as construction managers, construction and designbuild contractors, and consultants. In addition, construction industry software solution providers will
find this Guide useful, in particular those who offer Computerized Maintenance Management Systems
(CMMS) and BIM-authoring applications.

Objective of this Guide


The main objective of this guide is to provide a vision, requirements, and technology review for
equipment data and its use in CMMS and BIM for facility management.
Disclaimer: This guide is considered a living document that is constantly changing and being
updated as the technology matures. While GSA has tried to highlight the major points, GSA
cannot take into account all the special cases and changing technology. Therefore, if you have
any questions or comments regarding the content of this Series, please contact OCA or FMSP
for the most up-to-date information.

How to use this guide National Equipment Standard


This series is divided into 9 major sections:

Section 1: Equipment and FM This section describes the overall vision and objectives for
equipment data within facility management.

introduction

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GSA National Equipment Standard


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Section 2: Equipment Definitions This section defines the definitions of key terms used for
equipment inventories and their data.
Section 3: Industry Codes and Standards This section defines the industry codes, concepts,
and standards used for GSA equipment inventories.
Section 4: Equipment Data Fields This section describes the different equipment data points
for GSA, their implementation, requirements, and their data field database name.
Section 5: Equipment Identification This section describes the requirements and standards
for equipment identification in a facility.
Section 6: Equipment Tag This section describes the requirements and standards for
equipment tagging within a facility.
Section 7: Contracts This section provides lessons learned and information to include in
contracts related to equipment inventories.
Section 8: Technology This section describes the technologies that are affected and possible
future technologies available.
Section 9: Implementation Guidance This section describes the different ways of
implementation related to equipment inventories.

introduction

Section 01:
Equipment and FM

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GSA National Equipment Standard


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Section 1: Equipment and FM


This section provides an overview of the origin and motivation behind equipment data and facility
management.

1.1.

Why Equipment Standard

GSA PBS is responsible for over 8300 owned and leased buildings within its 11 regions. The costs and
inaccuracy of facilities using incompatible self-generated equipment and systems descriptions has a
significant impact on the construction, operations, sustainability, and energy usage of facilities. Using
a single common standard that is compatible with industry standards is a significant improvement for
GSA and its supporting vendors.
Facility operations require the ability to track and located every component of a facility. Those
components (equipment) have performance characteristics and costs associated with their operation,
installation, replacement, and\or scheduled maintenance. Creating an accurate equipment inventory
is essential for achieving optimal performance of the facility.
This equipment standard is designed to guide the creation and capture of accurate information for
equipment data. Equipment data such as:
Type of equipment.
Equipment physical location in addition to its location within the facility.
Cause and affect (parent/child relationship) each component has on the operations of a building.
Example: Transformer ## supplies power to electrical panels xx, yy, zz.
Creation of zones that identify areas that are serviced by common components. (Rooms 1, 2, 3 are
on zone 1 of Air Handling Unit 21, or supplied electrical service from circuit panel L-1.)

Development of a unique identifier that can be used to link the software programs files with the
CMMS database.

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1.2.

The Business Need for Equipment Standards

GSA PBS is responsible for over 8300 owned and leased buildings within its 11 regions. The problems
associated with using incompatible self-generated equipment and systems descriptions have significant
impact on the construction, operations, sustainability, and energy usage of facilities.
Why are equipment inventories critical? The bottom line: They are the basic requirement for every
aspect of facility management. Equipment inventories affect facility safety as well as how the
facility is operated, maintained, and forecasted. They also have a direct impact on facility costs. If
the equipment inventory is not accurate, the facility and the organization will not be as effective.
One adage is You cannot manage what you do not know. If the equipment inventory is not
accurate, it is costing the organization time, manpower, and money. Financial Impact and Analysis of
Equipment Inventories by Robert Keady, Facility Engineering Journal, Association of Facility
Engineering, Nov-Dec, Jan-Feb, 2009-2010.
National Institute of Standards and Technology (NIST) estimates the cost of inadequate interoperability
in the U.S. capital facilities industry to be $15.8 billion per year.
A buildings performance will decline because of its age, the use it receives, or functional
adaptation to new uses, but its performance will decline at an optimized rate with proper
maintenance. Without appropriate maintenance, or with the owners decision to defer required
maintenance, the buildings usefulness will decrease at an accelerated rate.
The total cost of ownership is the total of all expenditures an owner will make over a buildings
service lifetime. Failure to recognize these costs and to provide adequate maintenance, repair, and
renewal results in a shorter service life, more rapid deterioration, higher operating costs, and
possible mission degradation over the life cycle of a building. With available data on facility
subsystems, an estimate can be made regarding maintenance, repair, and renewal requirements
during the remaining asset lifetime. Managing this data is of critical importance to effectively
provide optimum services to the facility owner and users.
Cost Analysis of Inadequate
Interoperability in the U.S. Capital Facilities Industry, Michael P. Gallaher, Alan C. OConnor, John L.
Dettbarn, Jr., and Linda T. Gilday, NIST GCR 04-867, AUGUST 2004.
GSA development of a standard and format for equipment inventory will significantly improve the
interoperability between design, construction, and operation of its facilities. GSA is committed to
maintain interoperability across regions while at the same time being vendor neutral.

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The following are some of the benefits that GSA believes will be realized by having accurate
equipment data:
1. Cost Savings:
Savings in renovations and projects.
Savings to performing equipment condition assessments.
Reduction in the number and costs to perform equipment inventories per each O&M
Contract.
Increased revenue/accuracy of Chargebacks.
Reduction in peak energy costs.
Reduction of waste water.
Reduction of cost related to inventory collection for new construction.
2. Man-hour Savings:
Reduction in number of contract modifications; reduction of man-hours used affects
multiple departments. (Finance, Contracting Office, Facilities Team, Lessor, etc.)
Reduction of labor-hours needed to recreate maintenance and repair information.
Reduction in hours needed to recreate information to meet regulations.
Reduction in hours caused by miscommunication.
Reduction in hours needed to perform equipment Building Life Cycle Costs.
Reduction in hours needed to determine manpower requirements for O&M costing.
Reduction in hours needed to determine equipment impacted for Chargebacks.
Reduction of hours to cost projects that require equipment information and quantities.
Reduction of administrative hours spent maintaining current inventory system and
process.
3. Regulations:
Reduce the probability of fines and violations by having the capability of identifying that
all equipment regulations have been met. Increased level of compliance.

GSA National Equipment Standard


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Improved ability to meet GREEN and LEED initiatives.


4. Safety:
Increased personnel safety by reducing live electrical work. Reduction in legal exposure.
Reduction in human error.
5. Emergency Response:
Improved emergency response and accident mitigation.
6. Executive Level:
Improved financial budgets and costing information.
Improvement of metrics and data used for equipment, operations, and maintenance
decisions.
Improved tracking of repairs and service calls related to equipment. Improved cost of
expenditure history.
Improved Customer Service.

1.3.

Use cases for equipment data

Equipment data affects a significant number of processes and systems used within facility
management. The following are only a couple of the major use areas for this data.
1.3.1. Energy and Sustainability
The Department of Energy, Federal Energy Management Program (FEMP) performed a study
that found that a 5-20% energy savings could be achieved by simply performing effective
O&M (http://www1.eere.energy.gov/femp/operations_maintenance/). One of the major
key points of having an effective O&M program is to be able to accurately identify the
equipment within the facility. Even though GSA installs highly efficient components within
its facilities, if the equipment is not tracked and maintained then the efficiencies will be
lost and the savings and sustainability not recognized. Therefore, equipment data has a
large impact on energy and sustainability use cases.

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1.3.2. Operation and Maintenance Contracts


A large component of the cost related to operation and maintenance contracts for federal
facilities is based on the amount of preventive maintenance required to be performed for
the facility. The amount of preventive maintenance is directly related to the accuracy and
quality of the equipment data. GSA believes that having a higher quality of data related to
equipment inventories will reduce the number of O&M contract modifications, stabilize the
known costs and, therefore, the budget of its building O&M program. It will simultaneously
reduce the number of repairs related to poor O&M.
1.3.3. Construction to Facility Management Data Transfer
At the time of this publication, there is a significant communications gap between the
design and construction industry and facility management/owners. One of the major
causes of this gap is that the two disciplines use different standards for identification of
data. The design and construction industry tends to use established industry standards
while the facility management community tends to use self-generated data formats that
are not consistent with any standards. Because of this inconsistency in definitions, it is
very difficult and costly to transfer data from construction to operations and there is a high
level of data loss. The defining of equipment data fields, format, and industry standards
used by this publication will reduce, and someday eliminate, the loss of equipment data
between construction and operations. GSA believes it will see a significant cost benefit in
reducing this data communications gap.

1.1.

The vision for equipment data

While it is recognized that it will take time, the vision is to have seamless transfers of equipment
data from construction, projects, and operations to the point that all of GSA facilities have
completely accurate equipment inventories. The key points in achieving this vision are:
1. To have this guide implemented and the equipment data captured during any activity that
involved equipment. Example: New construction, small project equipment replacement, daily
building operations, etc

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2. When a standard does not meet the requirements needed by GSA, assist the industry and
community by proactively becoming involved in fixing the standards, instead of developing selfgenerated, non-compliant GSA specific standards.

Section 02:
Equipment Definitions

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GSA National Equipment Standard


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Section 2: Equipment Definitions


This section describes the definitions that relate to equipment. GSA believes that there is a higher
clarity of communication when using predefined terms and definitions. Some of these definitions,
especially those that relate to equipment inventories, are new.
2.1.Assembly:
An assembly is the putting together of manufactured parts to make a completed product, such as a
machine or electronic circuit. A set of parts so assembled. A group of machine parts, especially
one forming a self-contained, independently mounted unit. Assemblies are only used to define
equipment or building elements.
2.2.Attributes:
A property, quality, or feature belonging to or representative of a person or thing.
2.2.1. Equipment Object Attribute An equipment object attribute is a property or feature that
defines a particular equipment object and is not related to its design characteristics or
operation specifications. Example: Equipment type, equipment sequential number, etc...
2.2.2. Equipment Design Specification Attribute An equipment design specification attribute is
a property or feature of a component based on the design characteristics of particular
equipment. Example: Designed for 150% maximum load for 30 minutes at 50 amps,
maximum pump head 250 feet, 60HZ, 480 Volts, etc
2.2.3. Equipment Instance Specification Attribute An equipment instance specification
attribute is a property or feature of a component based on specifications important to that
instance of that component. Example: Equipment serial number, equipment model,
equipment installation date, etc
2.3.Element:
An Element is a major component, assembly, or "construction entity part which, in itself or in
combination with other parts, fulfills a predominate function of the construction entity" (ISO
12006-2). Predominating functions include, but are not limited to, supporting, enclosing,

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servicing, and equipping a facility. Functional descriptions can also include a process or an
activity.
2.4.Equipment Identification:
A short abbreviation of a human understandable word or description defining what instance,
category, or classification to which an equipment object belongs. For example: An air handling
unit with a sequence number of 001 could be identified as AHU-001 or window 2341 could be
identified as WDW-2341
2.5.Equipment Tag:
An attached material used to physically mark or label a piece of equipment. For example: A
stainless steel tag placed on an air handling unit with an equipment identification of AHU-001.
2.6.Equipment Inventory Types:
Equipment inventories are categorized into five major types. Within a facility there are often
varying inventories of different types based on the practice of design discipline or the
requirements of the facility owner related to the equipment. For example: A facility could
have a mechanical preventive maintenance inventory, lighting non-preventive maintenance
inventory, a component level fire safety inventory, and a partial inventory of doors. The five
types of inventories are defined as follows:
2.6.1. Partial Inventory a facility equipment list that is not tied directly to any specific
standard, maintenance schedule, or controlled process. Some common problems related to
partial inventories are: Discrepancies between equipment listed and equipment actually
installed, and inaccuracies in equipment counts, potentially omitting important pieces of
information, such as equipment attributes or physical locations.
2.6.2. Maintenance Inventory an inventory of all the equipment within a facility that requires
maintenance. Types of maintenance would be preventive maintenance (PM), predictive
maintenance, etc. Non-maintenance equipment is not included in this inventory.
2.6.3. Non-Maintenance Inventory an inventory of all the equipment that conveys with the
facility during transfer of ownership or is tracked, serviced, repaired, or maintained by the
organization that does not require maintenance. Preventive or predictive maintenance
equipment is not included in this inventory.

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2.6.4. Component-Level Inventory an inventory that includes PM and Non-PM equipment down
to the component, or product, level. A component-level inventory normally consists of
equipment that conveys with the facility during transfer of ownership or is tracked,
serviced, repaired, or maintained by the organization. Component-level inventories are as
in-depth as possible for an existing building without actually performing destructive testing
to determine what is behind the walls or underground. This type of inventory does not
normally include disposable inventories such as supplies. For example: A component-level
inventory would contain lighting fixtures but not contain light bulbs, electrical outlets, or
mounting hardware.
2.6.5. Complete (Master) Inventory an inventory that includes all equipment within the
building envelope and site boundaries. Complete inventories capture the equipment that a
component-level inventory is not able to capture without performing destructive testing:
equipment behind walls or in inaccessible and hard to reach areas. Complete inventories
are normally obtainable only after new construction. Complete inventories are found in
organizations like nuclear power plants, oil rigs, manufacturing companies, and ships, and
reflect the understanding within these organizations that equipment inventories are
important to the success of overall operations. The complete inventory corresponds to the
Bill of Materials for all products purchased in the construction of a facility.
2.7.System:
A system is a group of interacting, interrelated, or interdependent elements, equipment, or
assemblies, forming a complex whole in order to fulfill a function.
2.8.Subsystem:
A sub system is a secondary or subordinate part of a system.
2.9.Equipment System Relationship:
An equipment system relationship is the direct relationship that a piece of equipment has to its
system.

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Section 03
Industry Codes and Standard

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Section 3: Industry Codes and Standards


This section delineates the concepts and codes to be used for the basis of equipment data. The digital
coding of equipment, not to be confused with identification or tagging, is the code used in a database
or in software programs to ensure that the equipment types and classifications are consistent
throughout the different processes. The proper use of a single consistent code throughout different
processes is critical in ensuring the interoperability of the data across platforms, regions, and
buildings.

3.1.

Code
23-27 31 00
23-27 31 11

Product
Valves
Backflow Preventors

23-27 31 13

Balancing Valves

23-27 31 13 11

Gate Balancing Valves

Industry Codes

GSA is committed to the use of open, vendor-neutral, object based oriented industry codes to
minimize the loss of data that is prevalent in self-generated systems of coding.
3.1.1. OmniClass
OmniClass is the coding standard for use by GSA. This standard is an open object based
industry standard used in the construction of facilities. This industry code is the designated
backbone code for Building Information Modeling and Construction Operation Building
Information Exchange (COBie) per the National Institute of Building Sciences (NIBS), Federal
Facility Council (FFC), and buildingSMARTalliance. OmniClass, maintained by the Construction
Specification Institute, a nonprofit organization affiliated with NIBS, is involved in the

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International Framework for Dictionaries (IFD) and Industry Foundation Classes (IFC)
standards.
The OmniClass Construction Classification System (known as OmniClass or OCCS) is a
classification system for the construction industry. OmniClass is useful for many applications,
from organizing library materials, product literature, and project information, to providing a
classification structure for electronic databases. It incorporates other extant systems
currently in use as the basis of many of its Tables MasterFormat for work results,
UniFormat for elements, and EPIC (Electronic Product Information Cooperation) for
structuring products. OmniClass, Construction Specification Institute,
http://www.omniclass.org/
NBIMS V1-P1 includes three candidate reference standards as Appendix documents: IAI
Industry Foundation Classes (IFC or ifc), Construction Specifications Institute (CSI)
OmniClass, and CSI IFD Library, National Building Information Modeling Exchange
Standard, Whole Building Design Guide, National Institute of Building Sciences.
www.wbdg.org/pdfs/NBIMSv1_p1.pdf
3.1.1.1. OmniClass Table 23 Products.
OmniClass Table 23 Products shall be used to digitally code and classify GSA equipment
types to ensure interoperability between software systems and packages. In the figure
3.2.2, the code is the numerical value embedded within the table. For example: 23-27
21 11 is the digital code for the classified equipment named axial flow compressors.

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Figure 3.2.2
3.1.1.2. OmniClass Table 21 Elements.
OmniClass Table 21 Elements shall be used to digitally code and classify GSA equipment
systems to ensure interoperability between software systems and packages. In figure
3.2.3, the code is the numerical value embedded within the table. For example: 21-51
31 11 17 is the digital code for the equipment system named Domestic Water
Distribution.
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Figure 3.2.3
3.1.2. National CAD Standard (NCS) and ASME abbreviations.
NCS and ASME standard abbreviations shall be used for the identification of equipment
acronyms within the database per the equipment identification and tagging section of this
guidance.
Construction Specification Institute maintains a reference object based cross to acronym
database (ROBCAD) based on NCS and ASME standards.
3.1.3. Specifiers' Properties Information Exchange (SPIE)
SPIE is an emerging industry standard sponsored by the buildingSMARTalliance, National
Institute of Building Sciences, Whole Building Design Guide,
http://www.wbdg.org/references/pg_spt.php.
This code is used to define the specifications or equipment design attributes of a
product. GSA intention is to ensure all design specifications are captured during equipment
data collection using this format.

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3.2.

Equipment Type Nomenclature Convention

Naming conventions are the descriptive name used to provide the easily identified human
interfaces needed to operate, repair, and maintain equipment. It is important to maintain a
consistent nomenclature between different organizations and processes. Consistent names
provide for ease of use for human interaction with the data in a database. A code 23-75 10 37
11 is meaningless to a user unless cross-referenced to a description of what the code is related
to.
In order for GSA to have the capability to effectively data mine the information in a database,
a standard equipment naming convention is required.
3.2.1. Industry Standard Nomenclature:
GSA equipment type description shall be per the OmniClass Table 23 Products table.
Example: 23-27 31 15 is the digital code for the equipment type ball valve. Therefore, the
equipment type description used for GSA shall be Ball Valve.
Using this standard nomenclature allows the data in the equipment database to easily be
parsed by personnel and the agency. A search for all ball valves and their sizes could be
easily performed on this database.
3.2.2. Equipment Operation Description.
Equipment Operation Descriptions are additional texted based nomenclature that, when
added to the industry standard equipment type nomenclature, provides added value to the
operation of a facility. The equipment type Ball Valve for a piece of equipment in a
database side is important, but a single facility can contain thousands of ball valves. The
addition of a free text format addition to the equipment type and designated as equipment
operation description provides a viable long description to the industry standards. For
example:

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Equipment Type
Ball Valve

Equipment Operation Description


Main Isolation to Fuel Oil Tank #2

The resulting naming convention becomes: Ball Valve Main Isolation to Fuel Oil Tank #2.

Section 3: Industry Codes and Standards

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Section 04
Equipment Data Fields

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Section 4: Equipment Data Fields


This section describes and defines the equipment data fields, minimum information, responsibility,
and requirements.
The term contractor within the scope of these data fields refers to anyone who is under contract to
perform said duties, such as the A/E Construction Manager, Commissioning Agent, etc
GSA/Contractor denotes areas in which the data might have to be assigned/developed by GSA, but the
contractor is always responsible for the data input based on contract requirements.
The equipment data fields are the minimum defined data points needed by GSA for the proper
identification of equipment. It is recognized that there are numerous other data points that are
needed by facility management for the proper operation of their facilities (for example: square
footage of spaces, etc...), but this guide is specifically written for equipment only. Also note that
some of the data points are important for other software programs and systems (for example: building
number). Whenever possible, data points from multiple systems should be unified under a single
standard to reduce integration errors in systems.
Section 4 is broken up into the following seven parts for each piece of data:
Implementation:
Data Capture Requirement:
Data Format Requirement:
Database Name:
Data Instance:
Responsibility:

How to implement the data in the fields and related examples.


Denotes whether the data is a minimum requirement or if it is a
recommended data point.
Standards or format requirements for the data.
The required database name for the specified data field.
Denotes whether the data is expected to be a singular occurrence of
that data point or a many occurrence.
Recommended organization responsible for gathering the data.

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4.1.

Complex Data Fields

The complex data field is the minimum data related to a complex needed to cross reference
equipment. A complex is synonymous with the terms site, base, or campus. The term complex
was selected due to usage of the term in property management.
4.1.1. Complex Primary Key
The complex primary key is a globally unique identifier (GUID) used in software
applications to provide a unique reference number. This software identification is for
software application usage only and is not meant to be a user readable/understandable
code.
The use of a GUID allows all of the data for the complex to be pinned to the GUID as unique
database identification. The data for the complex can then be linked to other data using
this GUID. Hence, complex data only has to be captured in one location but then can be
used in multiple areas throughout the program.
Implementation:
Verify with GSA that a GUID does not already exist for the complex. Otherwise, the GUID
can be self-developed by the software package or by using a GUID generator. GUID must
be approved by GSA.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility

New Construction: Required


Existing Building: Required
Time Based 128 Bit Alpha-Numeric Case-Sensitive: COBie
Facility.ExtFacilityIdentifier
One
GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

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4.1.2. Complex Plot


The complex plot was defined to identify the site boundaries or plot for the complex. This
plot boundary is very important to facility management to assist in understanding where
responsibilities of utilities and equipment start and stop. Example: underground sewage
line, facility is responsible until the line crosses the site boundary. The sewage line then
becomes the utilities responsibility.
How to represent this information in a data format has not been determined by GSA at this
time.
Implementation:
Not used/developed at this time.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility

New Construction:
Existing Building:
No Standard

4.1.3. Complex Number


The complex number is the GSA self-generated assigned complex/site number that
uniquely identifies the complex in GSAs portfolio. Example: MD0000WO White Oak
Campus.
Implementation:

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Assigned by GSA
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility

New Construction: Required


Existing Building: Required
Alpha-Numeric: Per GSA portfolio standard numbering
format: COBie
Facility.SiteName
One
GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

4.1.4. Complex Name


The complex name is the GSA/Organization assigned name for the complex or site per
portfolio management. Example: Denver Federal Center or White Oak Campus.
Implementation:
Assigned by GSA
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility

New Construction: Required


Existing Building: Required
Text: Per GSA portfolio designated name
Facility.SiteLongName
One
GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

4.1.5. Complex Address

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The complex address is the physical designated postal address for the complex. The
complex address consists of the postal number and the street designation. The post box is
also to be included in the address. Example: 301 SW 7th Street, P.O. Box 1234
Implementation:
Assigned by GSA
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility

New Construction: Required


Existing Building: Required
Text: Per GSA portfolio standard
Facility.SiteAddress.AddressLine
One
GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

4.1.6. Complex City


The complex city is the city name that the complex is associated with per the postal codes.
When a complex spans more than one city, a main city designated by the agency will be
determined. Each building within the complex will still be associated with the city in
which it is physically located to ensure they comply with local regulations.
Implementation:
Assigned by GSA
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance

New Construction: Required


Existing Building: Required
Text: Per GSA portfolio standard
Facility.SiteTown
One
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Data Storage
Responsibility

GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

4.1.7. Complex State


The complex state, for the United States, will use the 2 letter postal state designation.
When a complex spans more than one state, a main state designated by the agency will be
determined. Buildings within the complex will still be associated with the state in which
they are physically located to ensure they comply with local regulations.
Implementation:
Assigned by GSA
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility

New Construction: Required


Existing Building: Required
Text: 2 capitalized letter designation per United States
Postal Standards
Facility.SiteRegion
One
GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

4.1.8. Complex Zip


The complex zip is the postal zip code designated for the complex as its main mailing
address. When a complex spans multiple zip codes, a main zip code for mailing will be
designated for the complex. Buildings within the complex will still be associated with the
zip code in which they are physically located.

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Implementation:
Assigned by GSA
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility

New Construction: Required


Existing Building: Required
Numeric: Per United States Postal Service
Facility.SitePostalCode
One
GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

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4.2.

Facility Data Fields

The facility data field is the minimum data related to the facility needed to cross reference
equipment. Facility is synonymous with the terms structure, garage, park, and building. The
term facility was selected due to usage of the term in facility management.
4.2.1. Facility Primary Key
The facility primary key is a globally unique identifier (GUID) used in software applications
to provide a unique reference number. This software identification is for software
application usage only and is not meant to be a user readable/understandable code.
The use of a GUID, allows all of the data for the facility to be pinned to the GUID as unique
database identification. The data for the facility can then be linked to other data using
this GUID. Hence, the data only has to be captured in one location but then can be used in
multiple areas throughout the program.
Implementation:
Verify with GSA that a GUID does not already exist for the facility. Otherwise, the GUID
can be self developed by the software package or by using a GUID generator. GUID must
be approved by GSA.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility

New Construction: Required


Existing Building: Required
Time Based 128 Bit Alpha-Numeric Case-Sensitive: COBie
Facility.ExtFacilityIdentifier
One
GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

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4.2.2. Facility Owner


The facility owner is a text designation of the organization or agency who owns the facility:
GSA, FDA, FAA, DOD, NAVFAC, etc... Example: MD0765 FRC White Oak Life Science Lab is
owned by GSA; therefore, GSA would be designated as the owner, even though FDA is the
sole tenant agency.
Implementation:
Assigned by GSA. The abbreviations and acronyms must be in accordance with approved
U.S. government requirements.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility

New Construction: Required


Existing Building: Required
Text: Per United States standard names and acronyms
Facility.Owner
Many
GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

4.2.3. Facility Designation


The facility designation field is used to denote the disposition of the facility within the
organizations portfolio. For GSA at this time, the field is used to designate whether the
facility is own, leased, or delegated.
Implementation:
Facility designation is determined by GSA. The approved designations for GSA are as
follows:
Leased
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Leased Delegated
Owned
Owned Delegated
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility

New Construction: Required


Existing Building: Required
Text: Per 4.2.3 designations
Facility.Designation
One
GSA Database
New Construction: GSA
Existing Complex: GSA/Contractor

4.2.4. Facility Location Organization Code


The facility location organization code captures the code used to designate the
geographical location system used by the organization for the facility. For example: GSA
has 11 regions and each building belongs to a specific region. The region number is the
location organization code.
Implementation:
Enter the region number for the building. GSA has 11 regions, region numbers must be
entered with a preceding zero for regional numbers less than 10.
GSA Regions:
01, 02, 03, 04, 05, 06, 07, 08, 09, 10, 11
Data Capture Requirement
Data Format Requirement
Database Name

New Construction: Required


Existing Building: Required
Numeric: Per GSA Region designated numeric value
Facility.LocationOrgCode
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Data Instance
Data Storage
Responsibility

One
GSA Database
New Construction: GSA
Existing Complex: GSA/Contractor

4.2.5. Facility Number


The facility number is the GSA self generated assigned facility number that uniquely
identify the facility in GSAs portfolio. Example: DC0459AF is the facility number for the
Reagan Building FOB. There are instances in which tenant agencies assign a number to a
GSA facility. Tenant agency numbers are not approved for tracking purposes and should
not be used.
Implementation:
Assigned by GSA
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility

New Construction: Required


Existing Building: Required
Alpha-Numeric: Per GSA portfolio standard numbering
format: COBie
Facility.Name
One
GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

4.2.6. Facility Name


The facility name is the name of the building as designated per PBS GSA. Example: Reagan
Building FOB. There are instances in which a tenant agency assigns a different name or

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number to a GSA facility for their own use. Only the GSA approved portfolio designated
name should be used.
Implementation:
Assigned by GSA
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility

New Construction: Required


Existing Building: Required
Text: Per GSA portfolio designated name
Facility.LongName1
One
GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

4.2.7. Organization Facility Name


The organization facility name is the data field used to capture any other name for the
facility besides the approved GSA portfolio name. Example: GSA Building MD0821 FRC
WHITE OAK CDER OFFICE 2 was designated Building 51 by tenant agency. Therefore,
Building 51 would be entered into this data field. This will allow GSA to streamline cross
reference terms and data elements with tenants.
Implementation:
Assigned by GSA/Tenant
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance

New Construction: Recommended


Existing Building: Required
Text
Facility.LongName2
One
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Data Storage
Responsibility

GSA Database
New Construction: GSA
Existing Complex: GSA/Contractor

4.2.8. Facility Address


The facility address is the physical designated postal address for the building. The facility
address consists of the postal number and the street designation. The post box is also to
be included in the address. Example: 301 SW 7th Street, P.O. Box 1234
Implementation:
Assigned by GSA
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility

New Construction: Required


Existing Building: Required
Text: Per GSA portfolio standards
Facility.AddressLine
One
GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

4.2.9. Facility City


The facility city is the city name that the facility is associated with per the postal codes.
Implementation:
Assigned by GSA
Data Capture Requirement

New Construction: Required

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Data Format Requirement


Database Name
Data Instance
Data Storage
Responsibility
4.2.10.

Existing Building: Required


Text: Per GSA portfolio standards
Facility.Town
One
GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

Facility State

The facility state, for the United States, will use the 2 letter postal state designation.
Implementation:
Assigned by GSA
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility
4.2.11.

New Construction: Required


Existing Building: Required
Text: 2 capitalized letter designation per United States
Postal Standards
Facility.State
One
GSA Database
New Construction: A/E, Contractor

Facility Zip

The facility zip is the postal zip code designated for the facility as its main mailing address.
When a complex spans multiple zip codes, an official zip code for mailing will be
designated for the building.

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Implementation:
Assigned by GSA
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility
4.2.12.

New Construction: Required


Existing Building: Required
Numeric: Per United States Postal Service
Facility.PostalCode
One
GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

Facility Country

The facility country data field is the field designed to capture the country code for the
physical location of the facility.
Implementation:
Assigned by GSA
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility
4.2.13.

New Construction: Required


Existing Building: Required
Text: Per GSA portfolio standard
Facility.Country
One
GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

Facility Priority

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Facility priority field is used to classify the priority of the facility based on its function.
The inability to differentiate between the worth of facilities in a portfolio causes
ineffective utilization of resources when responding to work in a multiple facility/complex
environment. Personnel are sent to the wrong facility to perform work that has a low
impact to the organization versus having to reroute those resources to a high priority
facility. A mobile repair team/technician when given two work orders of the same order
for different facilities needs to know which facility to respond to first. This can create a
significant impact on customer service and a drain on funds and resources.
GSA has not developed or utilized a facility priority system. This field is for future use.
Implementation:
Not used/developed at this time.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility

4.3.

New Construction:
Existing Building:
No Standard
Facility.Priority

Tenant Data Fields

4.3.1. Tenant Primary Key (N)


The tenant primary key is a globally unique identifier (GUID) used in software applications
to provide a unique reference number. This software identification is for software
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application usage only and is not meant to be a user readable/understandable code. (N)
Denotes that there can be multiple tenants within a facility and therefore multiple tenant
primary keys.
The use of a GUID, allows all of the data for the tenant to be pinned to the GUID as unique
database identification. The data for the tenant can then be linked to other data using
this GUID. Hence, the data only has to be captured in one location but then can be used in
multiple areas throughout the program.
Implementation:
The GUID can be self developed by the software package or by using a GUID generator.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility

New Construction: Recommended


Existing Building: Required
Time Based 128 Bit Alpha-Numeric Case-Sensitive.
Tenant.Identifier
Many
GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

4.3.2. Tenant Name


The tenant name field is used to capture the official full name of the organization, agency,
or company of the tenant. Example: Department of Energy
Implementation:
Assigned by GSA, the tenant name should only be the full descriptive legal name of the
tenant. Abbreviations or acronyms should not be used to reduce confusion.
Data Capture Requirement

New Construction: Recommended


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Data Format Requirement


Database Name
Data Instance
Data Storage
Responsibility

Existing Building: Required


Text: Per company or government approved full official
name.
Tenant.Name
One: Per Tenant.Identifier
GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

4.3.3. Tenant Organization Name


The tenant organization name field is used to capture the tenant sub organizational name.
For example: Nuclear Regulatory Commission, which is part of the Department of Energy.
Implementation:
Assigned by GSA, the tenant organization name should only be the full descriptive legal
name of the tenant. Abbreviations or acronyms should not be used to reduce confusion.
If there is no tenant organization name, leave this field blank.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility

New Construction: Recommended


Existing Building: Required
Text: Per company or government approved full official
name.
Tenant.OrgName
One: Per Tenant.Identifier
GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

4.3.4. Tenant Department Name

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The tenant department name is used to capture the department name of the tenant
agency. For example: Energy Branch.
Implementation:
Assigned by GSA, the tenant department name should only be the full descriptive legal
name of the tenant. Abbreviations or acronyms should not be used to reduce confusion.
If there is no tenant department name, leave this field blank.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility

New Construction: Recommended


Existing Building: Recommended
Text: Per company or government approved full official
name.
Tenant.DeptName
One: Per Tenant.Identifier
GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

4.3.5. Tenant Code


The tenant code field is used to capture designated codes related to the tenant. GSA
codes tenants differently depending on which database is used. This field allows a cross
referencing field to capture the different codes relating directly with this tenant.
Example: A0181974 GSA budget line code for FEMP DOE in GSA financial software (code
string made up for example purpose only).
Implementation:
Assigned by GSA, the tenant agency code per GSA standards should be entered in this
field.
Data Capture Requirement

New Construction: Recommended


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Data Format Requirement


Database Name
Data Instance
Data Storage
Responsibility

4.4.

Existing Building: Recommended


Text: Per GSA budget office standards
Tenant.Code
One: Per Tenant.Identifier
GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

Zone Data Fields

Within a facility there are two designated types of zone data; facility zones and equipment
zones. Facility zones are design or construction features that are specific to the building. A
facility might be designed with different wings, sections, slices, rings, etc... These types of
designations make up facility zones. Equipment zones are designated mechanical, electrical,
plumbing (MEP), or equipment areas within a facility that serve a specific purpose based on
building design. An equipment zone would be the heating zones, cooling zones, etc. that are
based off of the orientation and design of the facility.
4.4.1. Facility Zone Primary Key (N)
The facility zone primary key is a globally unique identifier (GUID) used in software
applications to provide a unique reference number. This software identification is for
software application usage only and is not meant to be a user readable/understandable
code. (N) Denotes that there can be multiple facility zones within a facility and therefore
multiple primary keys.
Implementation:
The GUID can be self developed by the software package or by using a GUID generator.
Data Capture Requirement

New Construction: Required


Existing Building: Recommended
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Data Format Requirement


Database Name
Data Instance
Data Storage
Responsibility

Time Based 128 Bit Alpha-Numeric Case-Sensitive.


Facility.ZoneIdentifier
One
BIM (Related Layer) and GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

4.4.2. Facility Zone Description (N)


The facility zone description data field is used to capture the name of the facility zone
related to the primary key. Example: Facility Zone Primary Key ABCD1234 = Wing 2F
Implementation:
The facility zone descriptions are typically assigned by A/E based on design of the
facility.
Example:
Facility Zone Primary Key Facility Zone Description
AbT67Yge.
89Gv21lP4.

East Wing
Sector A

Abbreviations and acronyms should be avoided and full text descriptions should be used.
Do not abbreviate East, West, North, South, and Southwest
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility

New Construction: Required


Existing Building: Recommended
Text
Facility.ZoneName
One: Per Facility.ZoneIdentifier
BIM (Related Layer) and GSA Database
New Construction: A/E, Contractor
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Existing Complex: GSA/Contractor


4.4.3. Equipment Zone Primary Key (N)
The equipment zone primary key is a globally unique identifier (GUID) used in software
applications to provide a unique reference number. This software identification is for
software application usage only and is not meant to be a user readable/understandable
code. (N) Denotes that there can be multiple equipment zones within a facility and
therefore multiple primary keys.
Implementation:
The GUID can be self developed by the software package or by using a GUID generator.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility

New Construction: Required


Existing Building: Recommended
Time Based 128 Bit Alpha-Numeric Case-Sensitive.
Compoment.ZoneIdentifier
One
BIM (Related Layer) and GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

4.4.4. Equipment Zone Description (N)


The equipment zone description data field is used to capture the name of the zone related
to the primary key. Example: Equipment Zone Primary Key AbCd1234. = HVAC North
Implementation:
The equipment zone descriptions are typically assigned by A/E based on operational
design of the facility.

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Example:
Equipment Zone Primary Key

Equipment Zone Description

Ghy7eha0.North Heating Zone 4A


Mh49f37r.Zone B18 Plumbing Vent Stack
K89fTyy7.Fire Zone 52-17
Abbreviations and acronyms should be avoided and full text descriptions should be used.
Do not abbreviate East, West, North, South, and Southwest
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility

4.5.

New Construction: Required


Existing Building: Recommended
Text
Comonent.ZoneName
One: Per Compoment.ZoneIdentifier
BIM (Related Layer) and GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

Space Data Fields

This section covers the minimum space/room/location data fields needed to designate where a
piece of equipment is located within the facility. Note: Not all of the required data for spaces
for facility management is developed in this section. Example sq-ft/m-sq is not captured but is
extremely important for facility management. Only the minimum data for space that relates to
equipment per this guide has been included.
4.5.1. Space Primary Key

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The space primary key is a globally unique identifier (GUID) used in software applications
to provide a unique reference number. This software identification is for software
application usage only and is not meant to be a user readable/understandable code.
The use of a GUID allows all of the data for the space to be pinned to the GUID as unique
database identification. The data for the space can then be linked to other data using this
GUID. Hence, the data only has to be captured in one location but then can be used in
multiple areas throughout the program.
Implementation:
The GUID can be self developed by the software package or by using a GUID generator.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility

New Construction: Required


Existing Building: Required
Time Based 128 Bit Alpha-Numeric Case-Sensitive: COBie
Space.ExtFacilityIdentifier
One
BIM (Related Layer) and GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

4.5.2. Floor Number


The floor number is the ANSI/BOMI designation for the floor that the space is located on.
Example: 01.
Implementation:
Enter the floor designation based on ANSI/BOMI standards.
Data Capture Requirement

New Construction: Required


Existing Building: Required
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Data Format Requirement


Database Name
Data Instance
Data Storage
Responsibility

Alpha-Numeric: ANSI/BOMI Standards: COBie


Space.FloorName
One: Per Space.ExtFacilityIdentifier
BIM (Related Layer) and GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

4.5.3. Blueprint Room Number


The blueprint room number is the designated room/space identification per the
architect/engineer that would be found on the blueprints or on the model.
Implementation:
Enter the designated blueprint or model room number as designated by the A/E. In the
case of existing buildings, if a room number based on blueprints cannot be determined,
leave this data field blank. If the room is numbered, but not per blueprint, then enter
the number in the organization room number.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility

New Construction: Required


Existing Building: Required if available
Alpha-Numeric: National CAD Standards: COBie
Space.Name
One: Per Space.ExtFacilityIdentifier
BIM (Related Layer) and GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

4.5.4. Organization Room Number


The organization room number is the room/space identification number designated by the
organization occupying the facility. These numbers are typically different than the

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blueprint room numbers or a variation of them. For example: Blueprint Room Number 1019
might be split up by an organization into 3 separate rooms: 1019A, 1019B, 1019C.
Implementation:
Enter the organizations room number designation. If the room does not have an
organization room number, leave this data field blank. The blueprint room number
should not be entered in this field.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility

New Construction: Recommended


Existing Building: Required is available
Text: Per Tenant agency standards: COBie
Space.RoomTag
One: Per Space.ExtFacilityIdentifier
GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

4.5.5. Space Description


The room description data field is the long name description of the room/space as
designated by architect/engineer or tenant organization. Example: Theodore Roosevelt
Room.
Implementation:
Enter the descriptive name of the space. Acronyms and abbreviations should not be used
to avoid confusion. Do not abbreviate East, West, South, and North.
Data Capture Requirement
Data Format Requirement

New Construction: Recommended


Existing Building: Required if available
Text: COBie
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Database Name
Data Instance
Data Storage
Responsibility

Space.Description
One: Per Space.ExtFacilityIdentifier
GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

4.5.6. Space Identification Composite


The space identification composite field is used by GSA to define the identification schema
of the room/space for physical labels based on the organization/agency definition.
GSA uses a composite of Space.Name + Space.RoomTag + Space.Description data fields.
Example: 1019:1019A: Theodore Roosevelt Room. This field can be automatically
generated to be filled when the other data fields are completed.
Implementation:
Enter the information in this data field based on input from the following fields:
Space.Name, Space.RoomTag, Space.Description using colons to separate the data. If
there is no data for field, leave the field in the identification blank. Example:
Space.Name:Space.RoomTag:Space.Description
1019:1019A:Conference Room
4010::Washington Room
:2020:Office
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage

New Construction: Required


Existing Building: Required
Text: Per NES 4.5.6:
Space.IdentificationDescription
One: Per Space.ExtFacilityIdentifier
GSA Database
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Responsibility

New Construction: A/E, Contractor


Existing Complex: GSA/Contractor

4.5.7. Space Priority


Space priority field is used to classify the priority of the room/space based on its function.
The inability to differentiate between the importances of work based on location in a
facility causes ineffective utilization of resources. A technician when given two work
orders of the same type for different spaces needs to know which to respond to first. This
can create a significant impact on customer service and a drain on funds and resources.
Example: The atrium to a corporate headquarters that has high public traffic will most
likely have a higher work priority than an atrium to a furniture warehouse that has no
public traffic. Both spaces are atriums but one has a higher business impact.
GSA has not developed or utilized a space priority system. This field is for future use.
Implementation:
Not used/developed at this time.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility

New Construction:
Existing Building:
No Standard
Space.Priority

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4.6.

Equipment Data Fields


Equipment data fields represent the information that GSA believes is important to the
operation of a facility. The developed points are considered a work in progress, and while
extensive, it is understood that they are not all inclusive and future development is
expected and welcome.

4.6.1. BIM Equipment Object Primary Key


The Building Information Model (BIM) equipment object primary key is a globally unique
identifier (GUID) used in software applications to provide a unique reference number. This
software identification is for software application usage only and is not meant to be a user
readable/understandable code. The BIM equipment object is the graphic representation
of the equipment within a model. It is possible to have a single BIM equipment object with
multiple pieces of associated equipment. Example: An air handler in a model is a single
BIM equipment object, but associated with that BIM object is a damper, motor, cooling
coils, fans, filters, etc. A door in the model is a single BIM equipment object, but
associated with the door are the lockset, door closer, etc.
Implementation:
The GUID can be self developed by the software package or by using a GUID generator.
The BIM equipment object primary key is stored in the BIM model attached to its
graphical object. In relation to the equipment database, that piece of equipment will
have a BIM equipment object primary key. It is possible to have multiple pieces of
equipment using the same BIM equipment object primary key and thus relating those
pieces of equipment to the BIM object.
BIM:BIM equipment object primary key
Air Handler Unit-001 =

AbCdEe12346

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Equipment Database:
Equipment Type Equipment
Motor
Damper
Coil
Filter

primary key
ACDF3256
DHYF3256
K123Dfg3
r3Tgh789Y

BIM equipment primary key


AbCdEe12346
AbCdEe12346
AbCdEe12346
AbCdEe12346

BIM:BIM equipment object primary key


Door 263 = GgHhJj12346
Equipment Database:
Equipment Type Equipment primary key
Door Closer
3256ACDF
Door Lockset
3256DHYF
Door Micro Switch
Dfg3 K123
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility

BIM equipment primary key


GgHhJj12346
GgHhJj12346
GgHhJj12346

New Construction: Required


Existing Building: Recommended if available
Time Based 128 Bit Alpha-Numeric Case-Sensitive.
Component.ModelObjectIdentifier
One
BIM (Related Layer) and GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

4.6.2. Equipment Primary Key


The equipment primary key is a globally unique identifier (GUID) used in software
applications to provide a unique reference number. This software identification is for
software application usage only and is not meant to be a user readable/understandable
code.
Implementation:
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The GUID can be self developed by the software package or by using a GUID generator.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility

New Construction: Required


Existing Building: Required
Time Based 128 Bit Alpha-Numeric Case-Sensitive: COBie
Component.ExtIdentifier
One: Per Equipment Instance
GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

4.6.3. OmniClass Table 23 Number


The OmniClass Table 23 Number is the digital code used to identify the type classification
of a piece of equipment per the OmniClass standards. Example: 23-27 17 13 (Centrifugal
Pump), 23-13 39 31 (Roof Membrane), 23-17 11 13 23 (Revolving Metal Door), 23-21 45
11 13 11 (Fine Art Sculpture), 23-25 63 13 13 45 (Computed Tomography CAT
Radiotherapy Simulator)
Implementation:
The OmniClass number is a selected parameter by the person developing the equipment
object in the model. For instances in which there is no model, the contractor shall
determine and input the appropriate numbers. The latest version of table 23 shall be
used. If a type of object is not found within the table, the responsible
person/organization/contractor shall contact Construction Specification Institute and get
a provisional number and nomenclature.
Enter the number in the exact same format as within the specification. 23-XX YY ZZ
Data Capture Requirement

New Construction: Required


Existing Building: Required
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Data Format Requirement


Database Name
Data Instance
Data Storage
Responsibility

OmniClass Table 23. Numbers shall remain in CSI specified


number format: 23-XX YY ZZ.
Component.Category: COBie
One: Per Component.ExtIdentifier
BIM (Related Layer) and GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

4.6.4. OmniClass Table 23 Description (Type)


The OmniClass Table 23 Description is the OmniClass designated nomenclature related to
the selected OmniClass Table 23 Number. Example: (23-27 17 13) Centrifugal Pump, (23-13
39 31) Roof Membrane, (23-17 11 13 23) Revolving Metal Door, (23-21 45 11 13 11) Fine
Art Sculpture, (23-25 63 13 13 45) Computed Tomography CAT Radiotherapy Simulator
Implementation:
The OmniClass description is the standard name of the equipment/product based on the
selected OmniClass Table 23 Number. The description should be automatically
generated when the number is selected within a model or it will have to be manually
added by the designated personnel/contractor. Example:
OmniClass Table 23 Number:
23-27 17 13Centrifugal Pump
23-13 39 31Roof Membrane
23-17 11 13 23
23-21 45 11 13 11
23-25 63 13 13 45

Description:
Revolving Metal Door
Fine Art Sculpture
Computed Tomography CAT Radiotherapy Simulator

In these instances, the description would be entered in the database. The nomenclature
should be entered exactly as it appears in the table, no abbreviations or alterations
should be made.

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If a type of equipment found does not exist in the table, the responsible party shall
contact Construction Specification Institute for additions/clarifications.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility

New Construction: Required


Existing Building: Required
OmniClass Table 23: Exact nomenclature and format:
COBie
Component.Type.Name
One: Per Component.ExtIdentifier
GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

4.6.5. Equipment Operation Nomenclature


The equipment operation nomenclature field is used for additional text to further identify
equipment within a facility by allowing the addition of a text description that describes the
operational function of the component. Example: Fuel Oil Tank T-01 Isolation Ball Valve.
In the example the Ball Valve is from the OmniClass Table 23 Description of the product
and the Fuel Oil Tank T-01 Isolation is the equipment operation nomenclature. The
importance of this data field is simple; for example, a facility could literally have hundreds
of ball valves in the facility. The ability to include the function of the component in order
to distinguish the purpose of all of the valves, Fuel Oil Tank T-01 Isolation, is vitally
important to facility operation. Example: Mona Lisa Fine Arts Painting, Main Entrance
Revolving Door
Implementation:
The equipment operation nomenclature is normally determined during design and
construction of a facility. A valve, pump, or motor is placed in the facility to perform a
specific function by the A/E and CM. This is the most opportune time to capture this
information.

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The equipment operation nomenclature should describe its function and what component
it is associated with, if necessary. Example: Note: equipment type in parenthesis ( ) does
not need to be added, it is shown for clarification of example only.
Fuel Oil Tank T-01 Isolation (Ball Valve)
Chill Water Supply AHU-01 (Ball Valve)
Boiler BLR-01A Draft (Centrifugal Fan)
Lighting Room 4130, 4132, 4015A, 4155 (Circuit Breaker EPB-001-CB-04)
Mona Lisa (Fine Arts Painting FAPTG-01A)
Main Entrance (Plastic Revolving Door DRRVLV-005)
The following special characters are the only ones approved for use in this field:
Semi Colon ;
Colon :
Comma ,
Hyphen Data Capture Requirement
Data Format Requirement

Database Name
Data Instance
Data Storage
Responsibility

New Construction: Recommended


Existing Building: Recommended
Alphanumeric Text: Avoid abbreviations because they tend
to lead to confusion; the only special characters allowed
are semi colon (;), colon (:), comma (,), and hyphen. (-):
COBie
Component.Type.Description
One: Per Component.ExtIdentifier
GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

4.6.6. Equipment Acronym

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The equipment acronym field is used to capture the approved abbreviation/acronym for
the equipment based off of National CAD Standards (NCS) and/or American Society of
Mechanical Engineers (ASME). The purpose of the acronym is for use in equipment
identification and is a short hand for the equipment type. Example: AHU-019A for air
handler unit with a sequence number of 019A. The AHU designation is a common
designation found on blueprints and is usually assigned during design and construction.
Implementation:
NCS abbreviations take precedence over ASME. Construction Specification Institute (CSI)
is developing an NCS/ASME abbreviation to OmniClass Table 23 Products cross reference.
This cross reference should be used to determine the correct abbreviation/acronym to
use. When an acronym does not exist, CSI, the National Institute of Building Science
(NIBS), and GSA should be consulted.
Only enter approved abbreviations per Construction Specification Institute cross
reference (ROBCAD).
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility

New Construction: Required


Existing Building: Required
Text: National CAD Standard, ASME, CSI-ROBCAD
Component.Acronym
One: Per Component.ExtIdentifier
BIM (Related Layer) and GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

4.6.7. Equipment Sequence


The equipment sequence is the sequential number assigned to the equipment based on the
design and construction of a facility. Because there are multiple instances of the same
type of equipment; for example, ball valves that exists within a facility - the need to

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sequentially number this equipment is required. Example: AHU-019A. The 019A indicates
that the air handler unit is number 019A and that other air handlers exist within a facility.
Implementation:
The equipment sequence number is based off the rules defined by NCS. The sequential
number is normally assigned during design and construction and this is the best time to
capture this information. For existing buildings, the number should be the same as the
one listed on blueprints and other construction documentation. Ad hoc self-numbering
should be avoided.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility

New Construction: Required


Existing Building: Required
Alpha-Numeric: COBie
Component.AssetIdentifier
One: Per Component.ExtIdentifier
BIM (Related Layer) and GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

4.6.8. Equipment Identification Composite


The equipment identification composite field is used to define the identification schema of
the equipment for physical labels based on the organization/agency definition.
GSA uses a composite of Facility.Name + Component.Acronym + Component.AssetIdentifier
data fields. Example: DC0000-AHU-019A. This field can be automatically generated to be
filled when the other data fields are completed.
Implementation:
GSA has two standards: Normal and Enhanced for equipment identification per section 5
of this guide. Ensure the proper standard is used per contract requirements.
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If this field is not automatically generated, manually enter the Facility.Name (Building
Number) + Component.Acronym + Component.AssetIdentifier (Equipment Sequence
Number) using hyphens to separate the data.
Example:
DC0000-AHU-019A
CA0123-VLV-0145
TX8972-BLR-01C
LA1122-DR-1912
VA1719-MRI-19
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility

New Construction: Required


Existing Building: Required
Text: Per NES 4.6.8 and Section 5.
Component.CompositeID
One: Per Component.ExtIdentifier
GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

4.6.9. Previous Equipment Identification


The previous equipment identification data field is used to capture the identification of
previous existing equipment. This information is used to cross reference existing data and
history of component to new equipment. Example: A11-001-DC0000 which is the old self
generation standard used by GSA would be entering in this field and thereby associates it
with the new equipment identification DC0000-AHU-001.
Implementation:

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Enter previous equipment identification if it is determined that the facility requires the
capture of historical data. Life safety systems and equipment like elevators should
always be cross referenced with the older previous equipment identification to allow for
the recreation of maintenance because regulations require that all records be kept for
these types of equipment.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility
4.6.10.

New Construction: Recommended - Renovations


Existing Building: Recommended
Text
Component.PreviousID
One: Per Component.ExtIdentifier
GSA Database
New Construction: A/E, Contractor, GSA
Existing Complex: GSA/Contractor

Previous Equipment Primary Key

The previous equipment primary key is used to capture the primary key of pre-existing
equipment. This information is used to cross reference existing data and history of
component to new equipment.
Implementation:
If available, enter the previous equipment primary key codes from other software
platforms.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage

New Construction: Recommended - Renovations


Existing Building: Recommended
None
Component.Previous.ExtIdentifier
One: Per Component.ExtIdentifier
GSA Database

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Responsibility
4.6.11.

New Construction: A/E, Contractor, GSA


Existing Complex: GSA/Contractor

Equipment Organization Asset Number

The equipment organization asset number is an organization specific self generated asset
number used to uniquely identify a piece of equipment for purchasing and financial.
Example: GSA10001258967.
This number is also useful when inventorying the equipment in a large existing facility using
a large team. It allows personnel to independently capture equipment information in the
field, attach a unique self-generated asset label, and then continue on without having
conflicting equipment sequence numbers (no blueprints for reference). This data field can
also be used to capture tenant equipment identifications for cross referencing.
Implementation:
If available, enter the organization asset number.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility
4.6.12.

New Construction: N/A


Existing Building: N/A
None
Component.OrgExtIdentifier
Many
GSA Database
New Construction: N/A
Existing Complex: GSA/Contractor

Equipment Power Supply

The equipment power supply data field is the link in the database that identifies the
equipment that supplies power to the product being identified.

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Implementation:
It is recommended that the electrical distribution equipment be identified and
inventoried prior to other MEP. This allows the development of the necessary electrical
power supply information.
Enter the equipment primary key (GUID) associated with the electrical distribution
component that supplies power directly to the equipment. Example:
Given:
DC000-MOT-019
o Motor for AHU-019
DC000-EPB-002-CB-018:
o Circuit Breaker
o Supplies power to DC0000-MOT-019
o Equipment Primary Key DfG2345Yg7.
The equipment primary key of the circuit breaker DfG2345Yg7. would be entered into
this field. Some computer systems can be configured to automatically allow this field to
be populated; otherwise this field will have to be entered manually.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility
4.6.13.

New Construction: Required


Existing Building: Recommended
Time Based 128 Bit Alpha-Numeric Case-Sensitive:
Component.ExtIdentifier of related electrical component
Component.ElectricPower
Many:
GSA Database
New Construction: A/E, Contractor, GSA
Existing Complex: GSA/Contractor

Equipment System Relationship

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The identification of the system that a piece of equipment is related to is very important
to the operation of a facility. System performance and cost roll ups are typically
performed to determine the overall health of the facility. Equipment systems are typically
designated during design and construction.
GSA uses OmniClass Table 21 (UniFormat) for system coding and nomenclature as selected
defined by the architect/engineer. Example: 21-51 31 11 17 Domestic Water Distribution.
Implementation:
Using OmniClass Table 21, select the lowest applicable level that represents the primary
system that the equipment is associated with. Example:
Given: (Table 21)
21-51 51 00 Heating, Ventilating and Air Conditioning (HVAC)
21-51 51 16 Air Distribution
21-51 51 16 11
Ventilation
An HVAC Terminal Box would be associated with 21-51 51 16 11 Ventilation
because, within the equipment database and Table 21, the link from ventilation to
air distribution to HVAC is already established.
While it is possible for a piece of equipment to belong to multiple systems, the system
that the equipment was designed to support should be the one selected. Example: 21-51
31 11 17 Domestic Water Distribution. The Domestic Water Distribution should be
entered in this field.
Enter the description exactly as it appears in the standard, do not use abbreviations.
If the system does not exist in the OmniClass Table 21 standard, contact Construction
Specification Institute for clarification and preliminary number.

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Data Capture Requirement


Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility
4.6.14.

New Construction: Required


Existing Building: Recommended
OmniClass Table21: Exact description as formatted: COBie
System.Name
One: Per Component.ExtIdentifier
GSA Database
New Construction: A/E, Contractor, GSA
Existing Complex: GSA/Contractor

Equipment System Category

The equipment system category is the OmniClass Table 21 Number for the system
designated in the equipment system relationship field. Example: 21-51 31 11 17 (Domestic
Water Distribution).
Implementation:
Using OmniClass Table 21, select the lowest applicable level that represents the primary
system with which the equipment is associated. Example:
Given: (Table 21)
21-51 51 00 Heating, Ventilating and Air Conditioning (HVAC)
21-51 51 16 Air Distribution
21-51 51 16 11
Ventilation
An HVAC Terminal Box would be associated with 21-51 51 16 11 Ventilation
because, within the equipment database and Table 21, the link from ventilation to
air distribution to HVAC is already established.
While it is possible for a piece of equipment to belong to multiple systems, the system
that the equipment was designed to support should be the one selected. Example: 21-51
31 11 17 Domestic Water Distribution. The 21-51 31 11 17 should be entered in this field.
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Enter the number from standard exactly in the format as it appears.


If the system does not exist in the OmniClass Table 21 standard, contact Construction
Specification Institute for clarification and preliminary number.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility
4.6.15.

New Construction: Required


Existing Building: Recommended
OmniClass Table 21: Table Number Format: COBie
System.Category
One: Per Component.ExtIdentifier
GSA Database
New Construction: A/E, Contractor, GSA
Existing Complex: GSA/Contractor

Equipment Assembly/Sub Assembly

The equipment assembly/sub assembly field is used to capture the relationship that a
component/equipment has with another component. Another commonly used name for
this relationship is a parent-child relationship. Example: An air handler unit typically
contains a motor. The motor is said to have an assembly/sub assembly relationship with
the air handling unit.
Because there are multiple types of relationships within a facility, some addressed later in
this guide, the equipment assembly/sub assembly data field is used to capture the
design/installation relationship for the equipment.
Industry standard practice is to relate a component with the equipment it is designed to
support, based on the installed purpose for that component. Example: A tamper switch on
a fire control valve is installed to monitor the position of the valve. Because the installed
purpose of the tamper switch is to monitor the position of the valve, the assembly
subassembly relationship for the tamper switch is the fire control valve. The tamper

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switch will also have a relationship with a fire control panel. The relationship between the
switch and panel are covered under control, alarm, or indication relationships.
Implementation:
Enter the assembly equipment primary key for the equipment being identified. Typically
a piece of equipment belongs to one assembly (parent). But an assembly can have
multiple pieces of equipment as sub assemblies (child). Because of this, the assembly
(parent) equipment is used to establish this relationship and is what is entered into this
data field. Example:

Given:
Equipment:
Equipment Primary Key:
AHU-019C
Gyh67Tk
COIL-019C (Cooling)
Bbq789F
BV-019C-CWR
K0lPmH6
BV-019C-CWS
Ps34TfG
The cooling coil (COIL-019C) is a sub assembly of air handling unit 19C. The chill water
supply valves (BV-019C-CWR/CWS) are sub assemblies of the cooling coil.

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In this example when identifying the equipment for this facility, the AHU has no assembly
(parent). While the air handling unit is associated with the facility HVAC distribution
system, that relationship is a system relationship, not an assembly/sub assembly
relationship.
Equipment:
Equipment Assembly/Sub (Component.SubAssembly.ExtIdentifier)
Air Handling Unit 091C
None
COIL-019C (Cooling)
Gyh67Tk
BV-019C-CWR
Bbq789F
BV-019C-CWS
Bbq789F
In the example above, the relationship, one level up, between the coil and air handling
unit is captured and the relationships, one level up, with the chill water valves and the
cooling coil are captured.
Enter the equipment primary key for the associated assembly.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility
4.6.16.

New Construction: Required


Existing Building: Recommended
Time Based 128 Bit Alpha-Numeric Case-Sensitive:
Component.ExtIdentifier of related component
Component.SubAssembly.ExtIdentifier
One: Per Component.ExtIdentifier
BIM (Related Layer) and GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

Equipment Control Relationship

The equipment control relationship is the relationship that a component has with another
piece of equipment based on a control function. For example: A level switch is installed to
monitor the level of a tank and send a control signal to open a level control valve when the
level in the tank gets low. The level switch has a control relationship with the level
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control valve. Note: The level switch, due to installed purpose, has an assembly
subassembly relationship with the tank. It was installed to monitor or control the level in
the tank. Control relationships are vitally important for impact analysis and risk
assessments.

The level switch can have a direct relationship with another component, such as the level
control valve or an indirect relationship with a level control module. The level control
module would then control the level control valve.
Implementation:
Enter the equipment primary key for the equipment being controlled.
Equipment can have a many-to-many relationship in relation to control. A component
can control multiple pieces of equipment (Control Module) or be controlled by multiple
pieces of equipment (Alarm Module). Because of this possibility, only the control
relationship is captured. Note: The inverse of the control relationship would be the
controlled relationship. When multiple control relationships exist, a data field has to be
populated for each instance.
Example:

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Given: Level Switch SW-018 directly controls Control Valve BV-018


Equipment:
SW-018
BV-018

Equipment Primary Key:


Gyh7wky0
J7afw52r

In this example:
Equipment:
SW-018
BV-018

Equipment Control
J7afw52r
None

Given: Level Switch SW-020 indirectly controls Control Valve BV-020 through LCAM-020.
Equipment:

Equipment Primary Key:


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SW-020
BV-020
LCAM-20

6y99ky0
KTafw52r
ypY5an1o

In this example:
Equipment:
SW-020
BV-020
LCAM-20

Equipment Control
ypY5an1o
None
KTafw52r

Given: Level Switch SW-020 indirectly controls Control Valve BV-020 and 018 through
LCAM-020. (Not shown on drawing)
Equipment:
SW-020
BV-020
BV-018
LCAM-20

Equipment Primary Key:


6y99ky0
KTafw52r
J7afw52r
ypY5an1o

In this example:
Equipment:
SW-020
BV-020
BV-018
LCAM-20

Equipment Control
ypY5an1o
None
None
KTafw52r and J7afw52r

In the examples above, the captured relationship is one level down between the switch
and the valve or the switch and the control module etc
Enter the equipment primary key for the equipment being controlled.
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Data Capture Requirement


Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility
4.6.17.

New Construction: Recommended


Existing Building: Recommended
Time Based 128 Bit Alpha-Numeric Case-Sensitive:
Component.ExtIdentifier of related component
Component.Control.ExtIdentifier
Many
BIM (Related Layer) and GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

Equipment Alarm Relationship

The equipment control relationship is the relationship that a component has with another
piece of equipment based on a control function. For example: A level switch is installed to
monitor the level of a tank and send a control signal to open a level control valve when the
level in the tank gets low. The level switch has a control relationship with the level
control valve. Note: The level switch, due to its installed purpose, has an assembly
subassembly relationship with the tank. It was installed to monitor or control the level in
the tank. Control relationships are vitally important for impact analysis and risk
assessments.

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The level switch can have a direct relationship with another component, such as the level
control valve or an indirect relationship with a level control module. The level control
module would then control the level control valve.

Implementation:
Enter the equipment primary key for the equipment being alarmed.
Equipment can have a many-to-many relationship in relation to alarms. A component can
send an alarm signal to multiple pieces of equipment (proactive) or alarm based on
inputs from multiple pieces of equipment (reactive). Because of this possibility, only the
proactive alarm relationship is captured. Note: The inverse of the proactive alarm
relationship would be the reactive alarm relationship. When multiple proactive alarm
relationships exist, a data field has to be populated for each instance.
Example:

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Given: Level Switch SW-018 directly sends an alarm signal to BAS-001


Equipment:
SW-018
BAS-001

Equipment Primary Key:


Gyh7wky0
Lp099fV5

In this example:
Equipment:
SW-018
BAS-001

Equipment Alarm
Lp099fV5
None

Given: Level Switch SW-020 indirectly sends an alarm to BAS-001 through LCAM-020.
Equipment:

Equipment Primary Key:


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SW-020
BAS-001
LCAM-20

6y99ky0
Lp099fV5
ypY5an1o

In this example:
Equipment:
SW-020
BAS-001
LCAM-20

Equipment Alarm
ypY5an1o
None
Lp099fV5

Given: Level Switch SW-020 indirectly sends an alarm to BAS-001 and fire control panel
(FACP-MAIN) through LCAM-020.
Equipment:
SW-020
BAS-001
FACP-MAIN
LCAM-20

Equipment Primary Key:


6y99ky0
Lp099fV5
Sm87T4u
ypY5an1o

In this example:
Equipment:
SW-020
BAS-001
FACP-MAIN
LCAM-20

Equipment Alarm
ypY5an1o
None
None
Lp099fV5 and Sm87T4u

In the examples above, the captured relationship is one level down between the switch
and the BAS or the switch and the control module, etc
Enter the equipment primary key for the equipment receiving the alarm signal.

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Data Capture Requirement


Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility
4.6.18.

New Construction: Recommended


Existing Building: Recommended
Time Based 128 Bit Alpha-Numeric Case-Sensitive:
Component.ExtIdentifier of related component
Component.Alarm.ExtIdentifier
Many
BIM (Related Layer) and GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

Equipment Indication Relationship

The equipment indication relationship is the relationship that a component has with
another piece of equipment based on an indication function. For example: A level switch
that is installed to monitor the level of a tank, sends a signal to open a level control valve,
and sends a signal to the building monitoring system indicating level in the tank. The level
switch has an indication relationship with the building monitoring system.

Implementation:
Enter the equipment primary key for the equipment receiving the indication signal.

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Equipment can have a many-to-many relationship in relation to indications. A component


can send an indication signal to multiple pieces of equipment (proactive) or have
multiple indications from multiple pieces of equipment (reactive) like a building
monitoring system. Because of this possibility, only the proactive indication relationship
is captured. Note: The inverse of the proactive indication relationship would be the
reactive indication relationship. When multiple proactive indication relationships exist, a
data field has to be populated for each instance.
Example:

Given: Level Switch SW-018 directly sends an indication signal to BAS-001.


Equipment:
SW-018
BAS-001

Equipment Primary Key:


Gyh7wky0
Lp099fV5

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In this example:
Equipment:
SW-018
BAS-001

Equipment Indication
Lp099fV5
None

Given: Level Switch SW-020 indirectly sends an indication signal to BAS-001 through
LCAM-020.
Equipment:
SW-020
BAS-001
LCAM-20

Equipment Primary Key:


6y99ky0
Lp099fV5
ypY5an1o

In this example:
Equipment:
SW-020
BAS-001
LCAM-20

Equipment Indication
ypY5an1o
None
Lp099fV5

Given: Level Switch SW-020 indirectly sends an indication signal to BAS-001 and fire
control panel (FACP-MAIN) through LCAM-020.
Equipment:
SW-020
BAS-001
FACP-MAIN
LCAM-20

Equipment Primary Key:


6y99ky0
Lp099fV5
Sm87T4u
ypY5an1o

In this example:
Equipment:

Equipment Indication
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SW-020
BAS-001
FACP-MAIN
LCAM-20

ypY5an1o
None
None
Lp099fV5 and Sm87T4u

In the examples above, the captured relationship is one level down between the switch
and the BAS or the switch and the control module, etc
Enter the equipment primary key for the equipment receiving the indication signal.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility
4.6.19.

New Construction: Recommended


Existing Building: Recommended
Time Based 128 Bit Alpha-Numeric Case-Sensitive:
Component.ExtIdentifier of related component
Component.Indication.ExtIdentifier
Many
BIM (Related Layer) and GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

Equipment Failure Impact Relationship (N)

The equipment failure impact relationship is used to capture the physical impact of an
equipment failure on other components. This relationship is very similar to the control
relationship and can be the same information. This data field is used to capture the direct
component-to-component relationship of a failure.

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Given that the level switch controls the control valve, failure of the level switch impacts
the control valve; therefore, the information is similar to the control relationship data.
Failure of the control valve, however, which has no control function, impacts the tank.
This information is very important to facility in order to determine the impact of
equipment failure on facility operations.
Implementation:
Enter the equipment primary key for the equipment that is impacted by equipment
failure.
Equipment can have a many-to-many relationship in relation to what they impact. A
component can impact multiple pieces of equipment or can be impacted by multiple
pieces of equipment. Because of this possibility, only what a component impacts is
captured. Note: The inverse of the impact relationship would be the impacted
relationship. When multiple impact relationships exist, a data field has to be populated
for each instance.
Control, alarm, and indication relationships should not be replicated within the
equipment impact data field. If control, alarm, and/or indication relationships have
been previous captured in the database, the system will have already denoted the

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impact. Capture only the impact relationship not related to control, alarm, and/or
indication.
Electrical power is also assumed to impact equipment and is not to be included in the
equipment impact.
Example:

Given: Level control valve BV-018 supplies fuel oil to tank T-118, level switch SW-018
sends a control signal to BV-018 and alarm and indication signals to BAS-001.
Equipment:
SW-018
BV-018
BAS-001
T-1180917Grwe

Equipment Primary Key:


Gyh7wky0
J7afw52r
Lp099fV5

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In this example:
Equipment:
SW-018
BV-018
BAS-001
T-118None

Equipment Impact
None (Already captured)
0917Grwe
None

Enter the equipment primary key for the equipment impacted.


Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility
4.6.20.

New Construction: Recommended


Existing Building: Recommended
Time Based 128 Bit Alpha-Numeric Case-Sensitive:
Component.ExtIdentifier of related component
Component.Failure.ExtIdentifier
Many
BIM (Related Layer) and GSA Database
New Construction: A/E, Contractor

Equipment Priority

Equipment prioritization is an important aspect in developing an asset management


system. The proper identification of assets within a facility is only half of the equation
when it comes to managing assets. When a piece of equipment is used for metrics or work
processes the computer system has to know the different priorities of the equipment in
order to be able to operate efficiently. When scheduling work for equipment, an
equipment priority is used to schedule the work and denote to facility staff the importance
of that equipment. Both the staff and the system need to know whether the equipment is
for emergency use, mission critical use, or affects public safety, etc... The only way to
accomplish this is to prioritize the equipment properly. For Example: A technician
receives two similar work orders to fix two similar pieces of equipment at different
locations. In this scenario, the only way in which the technician knows that one of the
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pieces of equipment is actually mission critical is if the equipment has been properly
prioritized.
Implementation:
GSA has not developed an equipment priority system.
Until a GSA standard is completed, use the following table to identify equipment
priorities. This allows the development of a place holder for the database and in doing
so captures projects in progress. When GSA develops a standard for priorities, a cross
reference will be developed to convert earlier usage and this guide will be updated.
Enter the 3-letter code for the priority designation related to the equipment.
Equipment Priorities
Description

Code

Priorities

ELS

Emergency/Life Safety
Equipment

FSE

Fire Safety Equipment

PHS

Public Health and Safety


Equipment

PSE

Personnel Safety Equipment

Equipment that is used directly for personnel


safety. For example: Harness hooks on a roof
used by maintenance personnel.

MCE

Mission Critical Equipment

Equipment that is essential to operate in


order to support the mission of an agency.
For example: Air conditioning unit that
supplies a critical data center.

Equipment whose purpose is for emergency or


life safety. For Example: Emergency
Generator that supports Life Safety Systems,
or Emergency Lighting. Another example
would be an elevator that is used for building
evacuation that is powered off of emergency
power.
Equipment that supports fire safety and
suppression
Equipment that is used to protect the health
and safety of the public. For example: A
biohazard containment door.

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SCE

Security Equipment

ENE

Environmental Safety
Equipment

BOE

Building Operations Equipment

ESE

Essential Support Equipment

NEE

Non Essential Equipment

Data Capture Requirement


Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility
4.6.21.

Equipment used for the physical security of a


facility. For example: Cameras, key cards,
etc.
Equipment that is used to protect the
environment. For example: a berm around a
tank that prevents the release of the tank
contents to the environment in the event of a
tank failure.
Equipment that is essential to the operation
of a building. For example: The normal
power system that is required for the normal
operation of a building.
Equipment that is deemed essential by GSA or
an Agency to support building operation. For
Example: An air dryer for a compressed air
system. While the compressed air system
would be coded Building Operations
Equipment, the dryer for the compressor is
not as essential. The system could operate
without the dryer for a short period of time.
Any equipment that is not categorized as
above. For Example: A water fountain.

New Construction: Required


Existing Building: Required
No Standard Text: Per NES 4.6.20
Component.Priority
One: Per Component.ExtIdentifier
GSA Database
New Construction: A/E, Contractor, GSA
Existing Complex: GSA/Contractor

Equipment COOP

The equipment COOP field is unique to government organizations. COOP stands for
continuity of operations. Federal regulations requires that COOP related equipment be
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tracked and maintained. COOP equipment is a separate field than priorities because
equipment can have an installed purpose or priority and also be COOP equipment.
Example: A fire damper that is used to isolate a building during a chemical attack for
COOP. The dampers equipment priority is fire life safety due to its installed purpose but
it is also related to COOP.
Note: Historical fine arts like paintings and sculptures are required to be tracked per COOP
regulations.
Implementation:
Enter Yes or No based on whether equipment is COOP related.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility
4.6.22.

New Construction: Required


Existing Building: Required
Text: Yes or No, Per NES 4.6.21
Component.COOP
One: Per Component.ExtIdentifier
GSA Database
New Construction: A/E, Contractor, GSA
Existing Complex: GSA/Contractor

Equipment Owner

The equipment owner field is used to capture the tenant name, company, organization, or
agency who owns the installed equipment. It is very important for budgeting and strategic
planning to determine who owns and is responsible for maintaining and tracking equipment
within a facility.
Implementation:
Enter the full legal name of the organization, company, or agency that owns the
equipment. Abbreviations and acronyms should be avoided to prevent confusion.
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Data Capture Requirement


Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility
4.6.23.

New Construction: Recommended


Existing Building: Required
Text: Company or organization legal name
Component.Owner
One: Per Component.ExtIdentifier
GSA Database
New Construction: A/E, Contractor, GSA
Existing Complex: GSA/Contractor

Equipment Curtailment

This data field is used by facility management to determine the equipment that can be
safely secured based on differing curtailment levels. The most opportune time to
determine the different levels at which equipment can be secured and still meet the
function of the facility is during commissioning. Commissioning is also the best time to
determine the facility operational baselines.
Example: Some regions have 4 curtailment levels that allow them to efficiently shutdown
predetermined equipment in a fast manner to meet electrical demands. This significantly
helps them reduce peak loads and costs.
Implementation:
GSA has not developed and defined a consistent curtailment level for each region. This
field is for future use.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage

New Construction:
Existing Building:
No Standard
Component.Curtailment

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Responsibility
4.6.24.

Equipment Operation Level

This field is used to designate the equipment required for building operation plans.
Building operation plans are used to determine when equipment is required to be running
to maintain normal weekday, weekend, night, freeze protection, startup, and shutdown
operations of a building.
Implementation:
GSA has not developed a consistent building operations plan designation and definitions
for database usage. This field is for future use.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility
4.6.25.

New Construction:
Existing Building:
No Standard
Component.OpsCode

Equipment Status

The equipment status is used to capture the normal position that the equipment is required
to be in (open/closed/on/off) for normal building operations based on commissioning,
design, or operations. It is vital to facility management to understand the normal position
of the equipment in order to be able to determine deviations or changes in status.
Example: Normally Open, Abandoned In Place, Normally Closed.
Implementation:
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GSA has not developed an equipment status standard for database usage. This field is for
future use.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility
4.6.26.

New Construction:
Existing Building:
No Standard
Component.Status

Equipment Failure Status

Equipment failure status is the field used to capture the failure position of equipment
when a loss of power or motive force occurs. The failure status is based on the design,
construction, and commissioning of the facility. Example: A pneumatic limit switch fails
to the open position when it loses air pressure. Typical failure statuses are FO = Fail Open,
FC = Fail Closed, FAS=Fail As-Is, etc
Implementation:
GSA has not developed an equipment failure status standard for database usage. This
field is for future use.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage

New Construction:
Existing Building:
No Standard
Component.FailureStatus

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Responsibility
4.6.27.

Minimum Required Equipment Specifications

The following are minimum required specifications. These are specifications that are
universal for all equipment and make up the core information about the component.
4.6.27.1. Equipment Manufacturer
This data field captures the product manufacturer name of the installed equipment.
Implementation:
Enter the legal name of the product manufacturer.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility

New Construction: Required


Existing Building: Required
Text: Legal Manufacturers name: COBie
Type.Manufacturer
One: Per Component.ExtIdentifier
GSA Database
New Construction: A/E, Contractor, GSA
Existing Complex: GSA/Contractor

4.6.27.2. Equipment Manufactured Date


This field is used to capture the date that the equipment was manufactured. This
field is very important to determine the applicability of the manufacturers warranty
and the useful life of the equipment.
Implementation:

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Enter the date that the equipment was manufactured. This information is usually
stamped on the equipment or on its label plate. The format for entering the date
is 2 digits for month, 2 digits for day, and 4 digits for year separated by a slash
(MM/DD/YYYY).
In the event that a manufactured date does not contain all of the information,
leave the information blank. This is only acceptable if month or day information
is missing. Year information is always required.
Example:
082000
-31-2001
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility

New Construction: Recommended


Existing Building: Recommended
Date: MM/DD/YYYY
Type.ManufacturerDate
One: Per Component.ExtIdentifier
GSA Database
New Construction: A/E, Contractor, GSA
Existing Complex: GSA/Contractor

4.6.27.3. Equipment Manufacturer Shelf Life


This field is used to capture the maximum shelf life of a manufactured item that still
allows the warranty to be valid. The equation Equipment Manufacturer Date (minus)
the Equipment Manufacturer Shelf Life will determine validity and ownership of
warranties.
Implementation:
Enter the maximum allowed shelf life based on the manufacturer
recommendations. The maximum shelf life is typically given in months or years.
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The format for entering the data is 2 digits for month, 2 digits for day, and 4 digits
for year separated by a slash (MM/DD/YYYY).
This information is determined by taking the manufactured date and adding the
maximum allowed shelf life to get a shelf life date.
MM/DD/YYYY
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility

New Construction: Recommended


Existing Building: Recommended
Date: MM/DD/YYYY
Type.ManufacturerShelfLife
One: Per Component.ExtIdentifier
GSA Database
New Construction: A/E, Contractor, GSA
Existing Complex: GSA/Contractor

4.6.27.4. Equipment Model Name


This data field is used to capture the product model name of the installed equipment.
Implementation:
Enter the product model name.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility

New Construction: Required


Existing Building: Required
Text: COBie
Type.ModelName
One: Per Component.ExtIdentifier
GSA Database
New Construction: A/E, Contractor, GSA

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Existing Complex: GSA/Contractor


4.6.27.5. Equipment Model Number
This data field is used to capture the product model number of the installed
equipment.
Implementation:
Enter the product model number.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility

New Construction: Required


Existing Building: Required
Text: COBie
Type.ModelNumber
One: Per Component.ExtIdentifier
GSA Database
New Construction: A/E, Contractor, GSA
Existing Complex: GSA/Contractor

4.6.27.6. Equipment Serial Number


This data field is used to capture the manufacturers serial number of the installed
equipment.
Implementation:
Enter the equipment serial number.
Data Capture Requirement
Data Format Requirement

New Construction: Required


Existing Building: Recommended
None
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Database Name
R Instance
Data
e
Data
Storage
q
Responsibility
u
i

Type.SerialNumber: COBie
One: Per Component.ExtIdentifier
GSA Database
New Construction: A/E, Contractor, GSA
Existing Complex: GSA/Contractor

4.6.27.7. Equipment Installation Cost


The equipment installation cost is used to capture the actual cost of the piece of
equipment at the time of installation. This data field does not capture the labor and
other related installation costs of the equipment. The equipment installation cost is
important for capital depreciation, taxes, strategic planning, etc...
Implementation:
Enter the equipment serial number.
Data
R Capture Requirement
e
Data
q Format Requirement
Database
Name
u
Data
Instance
i
Data
r Storage
Responsibility
e
d
4.6.28.

New Construction: Recommended


Existing Building: Recommended
None
Type.EquipmentInstallationCost
One: Per Component.ExtIdentifier
GSA Database
New Construction: A/E, Contractor, GSA
Existing Complex: GSA/Contractor

Product Specific Required Specifications

Equipment Specifications (N) (Spie Defined)

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Every product has unique specifications that are based on the type of equipment. For
example, the product specific specifications for a pump are different than for a valve.
Because there are literally thousands of different types of products, these fields are to be
determined and filled out per the Specifiers' Properties information exchange (SPIE) in
COBie2 format. This is the product specific specification, like Horse Power, GPM, CFM,
Tons, etc., related to specific piece of equipment. Note: (N) denotes that the equipment
could have multiple required SPIE specification data points.
Implementation:
Determine product specifications data points based on the SPIE product pages listed on
the Whole Building Design Guide, National Institute of Buildings Sciences (NIBS) related
pages. The product guides are organized by type of equipment based on OmniClass Table
23.
Enter required data.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility

New Construction: Required


Existing Building: Recommended
OmniClass Table 49 and SPie NIBS WBDG
Type.Parameter (N)
Many
GSA Database
New Construction: A/E, Contractor, GSA
Existing Complex: GSA/Contractor

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4.7.

Job Task Data Fields

Job tasks are any prescribed work that is required to be performed on equipment that is
required to be performed and tracked. Preventive maintenance is one of the most common job
tasks associated with equipment. Other types of tasks that could also be captured are required
inspections, historical prevention, environmental, fire safety, etc tasks.
4.7.1. Job Task Primary Key
The job task primary key is a globally unique identifier (GUID) used in software applications
to provide a unique reference number. This software identification is for software
application usage only and is not meant to be a user readable/understandable code.
Having a unique GUID for a job task allows that task to be associated with multiple pieces
of equipment. Example: Air handling unit preventive maintenance task (A11) could be
associated with all of the air handling units in the facility. This reduces the replication of
data (tasks) within the database.
Implementation:
The GUID can be self-developed by the software package or by using a GUID generator.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility

New Construction: Required


Existing Building: Required
Time Based 128 Bit Alpha-Numeric Case-Sensitive.
Job.ExtIdentifier: COBie
One
GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

4.7.2. Job Task Type

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The job task type is used to capture the classification of the type of job task. Types break
the job tasks into recognizable groups such as; preventive maintenance, environmental,
historical preservation inspection, etc
Implementation:
Enter the type of job task that is being captured per the following classification:
PM = Preventive Maintenance.
GSA has not defined the different types of tasks with the exception of preventive
maintenance.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility

New Construction: Required


Existing Building: Required
No Standard: PM only approved: COBie
Job.Category
One: Per Job.ExtIdentifier
GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

4.7.3. Job Task Name


The job task name is used to capture the descriptive name of the job task. Example: Air
Handling Unit Annual Preventive Maintenance.
Implementation:
Enter the job task descriptive name. Names are required to be per manufacturers
required titles or GSA-specified title for the type of job task. Example: GSA PM Guide
Cards
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Example:
GSA Guide
A03
A04
A05

Description
HUMIDIFICATION SYSTEMS
AIR COMPRESSOR
A/C COMFORT COOLING 10 TON AND UNDER

In this example, job task A04 name would be Air Compressor.


Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility

New Construction: Required


Existing Building: Required
Text: COBie
Job.Name
One: Per Job.ExtIdentifier
GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

4.7.4. Job Task Status


The job task status field is used to capture the designated status of the job task on the
assigned equipment. Example of job task statuses are: perform and deferred.
Implementation:
GSA does not have a standard for job status with the exception of industry standards or
tasks that have to be perform or those that are deferred
Enter the required status for the equipment either perform or deferred.
Data Capture Requirement

New Construction: Recommended


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Data Format Requirement


Database Name
Data Instance
Data Storage
Responsibility

Existing Building: Recommended


No Standard: Deferred and Perform allowed
Job.Status
One: Per Job.ExtIdentifier
GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

4.7.5. Job Task Status Related Cause


The job task status related-cause data field is used to denote the cause of the deviations
from normal job status. Example: Deferred Due to Pending Renovation, Deferred Due to
Insufficient Funds, and Deferred to Inaccessibility to Equipment, etc
Implementation:
Enter a descriptive text describing the cause of the deviation of the job task from its
normal status.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility

New Construction: Not Required


Existing Building: Recommended
No Standard: Text
Job.StatusDescription
One: Per Job.ExtIdentifier
GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

4.7.6. Job Task Guide


This field is used to allow the parsing of job tasks based on the equipment they are
associated with. The Task Guide Identification would be the GSA Predetermined Guide

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Card (A11) or NCAD Abbreviation (AHU) depending on whether GSA Guide Card Maintenance
(A11) or Manufacturer maintenance/another job task like environmental (AHU) is
performed on the equipment.
Implementation:
Enter the guide identification based on GSA or manufacturer standards. Manufacturer
standards would be the manual number or name used for the job task.
Example:
Guide ID
A11
A11C
HVAC-AHU
HT134

Description
Air Handling Unit (GSA Guide Region 11)
Air Handling Unit (GSA Guide Region 3)
Air Handling Unit (GSA Guide PBS Draft)
Humidifier technical Manual (Honeywell example not real)

The A11, A11C, HVAC-AHU, HT134 would be entered into this field.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility

New Construction: Recommended


Existing Building: Required
GSA Guide Card Standard
Job.Guide
One: Per Job.ExtIdentifier
GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

4.7.7. Job Task Sequence Number


Job task sequence number used to delineate in a database the different reoccurrences of a
job task in a database. The same job task can be repetitively used on similar equipment
and requires a way to differentiate the usage. For example:
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Equipment ID
DC1234-AHU-001
DC1234-AHU-002

Job Task ID
A11-001
A11-002

In the example, A11 guide is used twice but is associated with different equipment. There
are two instances of A11. Because some databases are setup using this type of design, it is
important to capture the sequence number. The best database design is the ability to have
all of the equipment associated with a specific guide link to that guide without having to
use sequence numbers.
Implementation:
The sequential number should be the same as the one listed on blueprints and other
construction documentation.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility

New Construction: Recommended


Existing Building: Required
Numeric: COBie
Job.TaskNumber
One: Per Job.ExtIdentifier
GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

4.7.8. Job Task Identification Composite


Composite of PM Guide, PM Sequence Number, Building Number: DC1234-A11-001, DC1234A11-002, etc.
Implementation:

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If this field is not automatically generated, manually enter the Facility.Name (Building
Number) + Job.Guide + Job.TaskNumber (Job Task Sequence Number) using hyphens to
separate the data.
Example:
DC1234-A11-001
DC1234-V05-111
DC1234-HVAC-AHU-009
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility

New Construction: Recommended


Existing Building: Required
Text: Per NES 4.7.8
Job.CompositeID
One: Per Job.ExtIdentifier
GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

4.7.9. Job Task Performer


This data field is used to designate the organization or agency that is required to
perform/pay for the cost of the job task on the installed equipment. Example: GSA, FDA,
FAA, DOD, USNAVY, etc... Designations per Government Standards.
Implementation:
Enter the legal name or descriptor for the agency or organization responsible for
performance of the job task. Example: An elevator in a DOE delegated building might
be owned by GSA but the organization responsible for insuring the job task is performed
might be DOE.
Data Capture Requirement

New Construction: Recommended


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Data Format Requirement


Database Name
Data Instance
Data Storage
Responsibility
4.7.10.

Existing Building: Required


Text: Designations per Government Standards
Job.ResponsiblePerformer
One: Per Job.ExtIdentifier
GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

Job Task Frequency

Job task frequency is the frequency that the job task is required to be performed based on
the job frequency units. Example: 2 years, 1 month, etc
Implementation:
Enter the numerical value of the job task frequency based on the job task frequency
units. Do not enter a text value for the number.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility
4.7.11.

New Construction: Required


Existing Building: Required
Numeric Value: COBie
Job.Frequency
One: Per Job.ExtIdentifier
GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

Job Task Frequency Units

The job task frequency unit is the unit of measurement that the job task frequency is
based on. Example: Day, Month, Year.

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Implementation:
Enter the job task frequency unit related to the job task frequency for the task. Use
proper standard time units.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility
4.7.12.

New Construction: Required


Existing Building: Required
Text: Unit of time: COBie
Job.FrequencyUnit
One: Per Job.ExtIdentifier
GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

Job Task Inspection Percentage

The job task inspection frequency designates, based on a percentage of the times a job
task is performed, a third party inspection to ensure the correct performance of job task is
required. The normal default for this data field is 10%. Example: 10% of all air handling
unit job tasks is required to be inspected.
Implementation:
Enter the percentage for inspection of the job task that is required. GSA does not have a
standard for inspection percentages and the current default is 10%. Job tasks that are
critical or infrequent should be set at a higher percentage. Example: For a condenser
tube cleaning preventive maintenance job task, the facility might want to perform
inspections on the completion of this task 100% of the times this task is performed
(always).
The percentage is to be entered in a 2-dgit number, 3-digit for 100 only, with no
decimals or % symbol. Example: 25, 50, 10, 100.
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Inspection percentages are defined by GSA.


Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility
4.7.13.

New Construction: Recommended


Existing Building: Recommended
Numeric: 2-3 Digit Percentage
Job.InspectionPercent
One: Per Job.ExtIdentifier
GSA Database
New Construction: GSA/Contractor
Existing Complex: GSA/Contractor

Job Task Season

The job task season is used to define the weather season in which job task is to be
performed: Summer, fall, winter, spring Example: Chiller maintenance job task would be
performed in cold weather seasons to ensure it is operational within the summer season.
Implementation:
Enter the season(s) in which the job task is recommended to be performed. When the
job task can be performed in multiple seasons, then separate the seasons by a hyphen.
When a job task is not dependent upon a season, then enter not applicable in this field.
Example:
Winter
Fall-Winter
Summer-Fall-Winter
Not Applicable
Data Capture Requirement
Data Format Requirement

New Construction: Recommended


Existing Building: Recommended
Text: Season proper name, no abbreviations: COBie
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Database Name
Data Instance
Data Storage
Responsibility
4.7.14.

Job.TaskSeason
One: Per Job.ExtIdentifier
GSA Database
New Construction: GSA/Contractor
Existing Complex: GSA/Contractor

Job Task Start Date

The job task start date is the date in which the first instance of the job task should be
started.
Implementation:
Enter the date (MM/DD/YYYY) that the task is required to be performed. For new
construction, during commissioning is the perfect time to start loading start dates for
preloading manpower maintenance.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility
4.7.15.

New Construction: Recommended


Existing Building: Recommended
Date: MM/DD/YYYY: COBie
Job.Start
One: Per Job.ExtIdentifier
GSA Database
New Construction: GSA/Contractor
Existing Complex: GSA/Contractor

Job Task Time Standard

The job task time standard is the estimated time that it takes to complete a job task. This
time standard can be from the GSA designated time standard, RS Means, or manufacturer

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recommended for the length of time it takes to perform job task. GSA time standard takes
precedence over other standards.
Implementation:
Enter the estimated time as a numerical value based on job task time standard units.
The maximum decimal places allowed are 2 digits.
GSA time standard shall be used if available, otherwise use a standard approved by GSA
on the project.
Example:
1.25
25.02
115.50
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility
4.7.16.

New Construction: Recommended


Existing Building: Recommended
Numeric: Maximum decimal place 2 digits: COBie
Job.Duration
One: Per Job.ExtIdentifier
GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

Job Task Time Standard Units

The job task standard units are the units of measure related to the job task time standard.
Example: Hour or Day.
Implementation:
Enter the standard unit that is related to the job task time standard.
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Data Capture Requirement


Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility

4.8.

New Construction: Recommended


Existing Building: Recommended: COBie
Text: Units
Job.DurationUnits
One: Per Job.ExtIdentifier
GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

Commissioning Data Fields


Commissioning data fields are those data points required to be captured during the
commissioning of equipment.

4.8.1. Commissioning Primary Key


The commissioning primary key is a globally unique identifier (GUID) used in software
applications to provide a unique reference number. This software identification is for
software application usage only and is not meant to be a user readable/understandable
code.
A unique GUID is used because commissioning is typically done on multiple pieces of
equipment and therefore allows the database to link multiple equipment objects to a
single commissioning project/document.
Implementation:
The GUID can be self developed by the software package or by using a GUID generator.
Data Capture Requirement

New Construction: Required


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Data Format Requirement


Database Name
Data Instance
Data Storage
Responsibility

Existing Building: Recommended


Time Based 128 Bit Alpha-Numeric Case-Sensitive.
Commission.ExtIdentifier
One
GSA Database
New Construction: Commissioning Contractor
Existing Complex: GSA/Commissioning Contractor

4.8.2. Commission Provider


The commission provider is the data field used to capture the name of company or
organization performing the commissioning.
Implementation:
Enter the legal name of the person, company, or organization performing the
commissioning. Do not use abbreviations or acronyms if possible because it can lead to
confusion.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility

New Construction: Required


Existing Building: Recommended
Text: Legal name of company or organization
Commission.Provider
One
GSA Database
New Construction: Commissioning Contractor
Existing Complex: GSA/Commissioning Contractor

4.8.3. Commission Date


Data field used to capture the date that commissioning was completed.
Implementation:
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Enter the date that the commissioning was completed. The date format for use is to be
2-digit month/2-digit day/4-digit year (MM/DD/YYYY).
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility

New Construction: Required


Existing Building: Recommended
Date: MM/DD/YYYY
Commission.Date
One
GSA Database
New Construction: Commissioning Contractor
Existing Complex: GSA/Commissioning Contractor

4.8.4. Commission Observation


Commissioning observation data field is used to capture the detailed text of the
information about the commissioning of that piece of equipment.
Implementation:
Enter the detail observation noted per the commissioning for this specific instance of
equipment.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility

New Construction: Recommended


Existing Building: Recommended
Text
Commission.Observation
One: Per Component.ExtIdentifier (Equipment)
Many: Per Commission.ExtIdentifier (Commission)
GSA Database
New Construction: Commissioning Contractor
Existing Complex: GSA/Commissioning Contractor

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4.8.5. Commission Recommendation


The commission recommendation field is used to capture the detailed text of any
recommendations determined by commissioning of the equipment.
Implementation:
Enter the recommendation noted per the commissioning for this specific instance of
equipment. Example: Replace equipment.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility

New Construction: Recommended


Existing Building: Recommended
Text
Commission.Recommendation
One: Per Component.ExtIdentifier (Equipment)
Many: Per Commission.ExtIdentifier (Commission)
GSA Database
New Construction: Commissioning Contractor
Existing Complex: GSA/Commissioning Contractor

4.8.6. Commissioning Document GUID


A unique GUID is used because commissioning is typically done on multiple pieces of
equipment and therefore allows the database to link multiple equipment objects to a
single commissioning project/document.
Implementation:
Otherwise, the GUID can be self-developed by the software package or by using a GUID
generator. GUID must be approved by GSA.
Data Capture Requirement

New Construction: Required


Existing Building: Recommended
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Data Format Requirement


Database Name
Data Instance
Data Storage
Responsibility

Time Based 128 Bit Alpha-Numeric Case-Sensitive.


Commission.DocumentExtIdentifier
One: Per Commission.ExtIdentifier
GSA Database
New Construction: Commissioning Contractor
Existing Complex: GSA/Commissioning Contractor

4.8.7. Commissioning Short Description


The short description data field allows the provider to submit a short description of the
document for improved operational reference and usage.
Implementation:
Enter a short description of the document. For Example: DC1234 Cooling Tower
Commissioning
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility

New Construction: Required


Existing Building: Recommended
Text
Commission.DocumentName
One: Per Commission.DocumentExtIdentifier
GSA Database
New Construction: Commissioning Contractor
Existing Complex: GSA/Commissioning Contractor

4.8.8. Commissioning Document


This data field is used to capture the actual document or a link to the document.
Implementation:

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The document must be submitted in DOC, DOCX, or PDF format. The document file name
should be in an easy to understand format: DC1234 Fire Safety Inspection.docx, DC1234
Trane AHU Warranty 2010-12-12.pdf, or D1234 Commissioning 2011-01-15.docx.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility

4.9.

New Construction: Required


Existing Building: Recommended
DOC, DOCX, PDF Format.
Commission.Document
One: Per Commission.DocumentExtIdentifier
GSA Database
New Construction: Commissioning Contractor
Existing Complex: GSA/Commissioning Contractor

Condition Assessment Data Fields


The condition assessment data fields are those fields used to capture the information from
the last condition assessment for the related equipment.

4.9.1. Condition Assessment Primary Key


GUID automatically generated. The GUID is used to link a condition assessment to
equipment in a facility.
The condition assessment primary key is a globally unique identifier (GUID) used in
software applications to provide a unique reference number. This software identification
is for software application usage only and is not meant to be a user
readable/understandable code.
Implementation:
The GUID can be self developed by the software package or by using a GUID generator.

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Data Capture Requirement


Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility

New Construction: Required


Existing Building: Recommended
Time Based 128 Bit Alpha-Numeric Case-Sensitive.
Condition.ExtIdentifier
One
GSA Database
New Construction: A/E, Contractor, Condition Auditor
Existing Complex: GSA/ Condition assessment contractor

4.9.2. Equipment Installed Date


The equipment installed date field is used to capture the actual date that the equipment
was installed. This is vital information for determining expected life of equipment and
warranty items.
Implementation:
Enter the exact date that the equipment was installed. The format for capturing the
date is 2-digit month/2-digit day/ 4-digit year (MM/DD/YYYY).
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility

New Construction: Required


Existing Building: Recommended
Date: MM/DD/YYYY
Component.InstallDate
One: Per Component.ExtIdentifier (Equipment)
Many: Per Condition.ExtIdentifier (Condition Audit)
GSA Database
New Construction: A/E, Contractor, Condition Auditor
Existing Complex: GSA/ Condition assessment contractor

4.9.3. Equipment Life Expectancy

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The equipment life expectancy field captures (in years) the manufacturers or industrys
projected expected life span of this type of equipment This information, when compared
to installed date, is vital for the proper strategic planning and budgeting of the facility.
Implementation:
Enter the expected life expectancy in years for the equipment based on manufacturer
documentation. If manufacturer information does not exist, use industry findings. The
data should be a number, the unit years will be assumed.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility

New Construction: Recommended


Existing Building: Recommended
Numeric: Unit Years
Component.LifeExpectance
One: Per Component.ExtIdentifier (Equipment)
Many: Per Condition.ExtIdentifier (Condition Audit)
GSA Database
New Construction: A/E, Contractor, Condition Auditor
Existing Complex: GSA/ Condition assessment contractor

4.9.4. Equipment Age


The equipment age data field is used to capture the length of time equipment has been
installed and display this age of the equipment in years. The age is calculated by the
formula: Current Date - Installed Date.
Implementation:
Using the formula Current Date Installed Date, personnel will determine and enter the
age of the equipment in years.
Data Capture Requirement

New Construction: Recommended


Existing Building: Recommended
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Data Format Requirement


Database Name
Data Instance
Data Storage
Responsibility

Numeric: Unit Years


Component.Age
One: Per Component.ExtIdentifier (Equipment)
Many: Per Condition.ExtIdentifier (Condition Audit)
GSA Database
New Construction: A/E, Contractor, Condition Auditor
Existing Complex: GSA/ Condition assessment contractor

4.9.5. Equipment Life Remaining


The equipment life remaining data field is used to display the amount of life remaining
based on the calculated formula: Life expectancy - Age.
Implementation:
Using the formula life expectancy age, personnel will determine and enter the expected
life remaining of the equipment in years.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility

New Construction: Recommended


Existing Building: Recommended
Numeric: Unit Years
Component.LifeRemaining
One: Per Component.ExtIdentifier (Equipment)
Many: Per Condition.ExtIdentifier (Condition Audit)
GSA Database
New Construction: A/E, Contractor, Condition Auditor
Existing Complex: GSA/ Condition assessment contractor

4.9.6. Equipment Purchased Condition


The equipment purchased condition field is used to designate what the condition of the
equipment was when it was installed.
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Implementation:
Enter one of the following into this data field based off of purchased condition.
New
Rebuilt
Used Refurbished
Used
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility

New Construction: Required


Existing Building: Recommended
Text: Per NES 4.9.6
Component.PurchaseCondition
One: Per Component.ExtIdentifier (Equipment)
Many: Per Condition.ExtIdentifier (Condition Audit)
GSA Database
New Construction: A/E, Contractor, Condition Auditor
Existing Complex: GSA/ Condition assessment contractor

4.9.7. Equipment Condition


The equipment condition data field is used to designate what the current condition of the
equipment was found to be during installation and audits.
Implementation:
Enter one of the following into this data field based off of the equipment condition.
Unknown
Inoperable
Failure Possible
Poor
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Fair
Good
Excellent
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility

New Construction: Recommended


Existing Building: Recommended
Text: Per NES 4.9.7
Component.Condition
One: Per Component.ExtIdentifier (Equipment)
Many: Per Condition.ExtIdentifier (Condition Audit)
GSA Database
New Construction: A/E, Contractor, Condition Auditor
Existing Complex: GSA/ Condition assessment contractor

4.9.8. Equipment Condition Related Cause


The equipment condition related cause data field is used to categorize the findings of the
equipment condition based on possible related causes. This categorization of related
causes is used to predefine data for analysis.
Implementation:
Enter one of the following into this data field based off of the equipment condition
findings.
Component Exceeded Useful Life
Design or Production Problem
Does Not Meet Facility Requirements
Insufficient Preventive Maintenance
Insufficient Utility or Environment
Data Capture Requirement

New Construction: Recommended


Existing Building: Recommended
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Data Format Requirement


Database Name
Data Instance
Data Storage
Responsibility

Text: Per NES 4.9.7


Component.ConditionCause
One: Per Component.ExtIdentifier (Equipment)
Many: Per Condition.ExtIdentifier (Condition Audit)
GSA Database
New Construction: A/E, Contractor, Condition Auditor
Existing Complex: GSA/ Condition assessment contractor

4.9.9. Equipment Life Used


The equipment life used data field is used to determine the percentage of calculated life
used based on the condition assessment of the equipment. A piece of equipment might
have a higher life used than projected life expectancy remaining because the equipment is
in poor condition or is constantly run at maximum tolerances. There are calculations in the
industry when equipment is run above standards for periods of time that can be used to
determine premature aging of equipment.
Implementation:
Enter the percentage of equipment life used based off of industry standards and
experience.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility
4.9.10.

New Construction: Recommended


Existing Building: Recommended
Numeric: 2-3 Digits, Unit Percentage
Component.LifeUsed
One: Per Component.ExtIdentifier (Equipment)
Many: Per Condition.ExtIdentifier (Condition Audit)
GSA Database
New Construction: A/E, Contractor, Condition Auditor
Existing Complex: GSA/ Condition assessment contractor

Condition Observation
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The condition observation field is used to contain the detailed written notes about the
condition of the equipment. Example: Equipment found in poor condition due to a wet
environment in which it was installed. This is in violation of the manufacturers
recommendations of install environment.
Implementation:
Enter any notes about the condition of the equipment found during the assessment.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility
4.9.11.

New Construction: Recommended


Existing Building: Recommended
Text
Condition.Observation
One: Per Component.ExtIdentifier (Equipment)
Many: Per Condition.ExtIdentifier (Condition Audit)
GSA Database
New Construction: A/E, Contractor, Condition Auditor
Existing Complex: GSA/ Condition assessment contractor

Condition Recommendation

This data field is used to capture the detailed text of the recommendation based off of the
assessment for the piece of equipment. Example: Recommend replacement.
Implementation:
Enter any recommendations about the condition of the equipment found during the
assessment.
Data Capture Requirement
Data Format Requirement

New Construction: Recommended


Existing Building: Recommended
Text
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Database Name
Data Instance
Data Storage
Responsibility
4.9.12.

Condition.Recommendation
One: Per Component.ExtIdentifier (Equipment)
Many: Per Condition.ExtIdentifier (Condition Audit)
GSA Database
New Construction: A/E, Contractor, Condition Auditor
Existing Complex: GSA/ Condition assessment contractor

Condition Assessment Provider

This data field is used to capture the name of company or organization performing the
assessment.
Implementation:
Enter the legal name of the company or organization that performed the condition
assessment. Avoid using abbreviations and acronyms since they can lead to confusion.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility
4.9.13.

New Construction: Recommended


Existing Building: Recommended
Text: Legal name of company or organization
Condition.Provider
One: Per Condition.ExtIdentifier (Condition Audit)
GSA Database
New Construction: A/E, Contractor, Condition Auditor
Existing Complex: GSA/ Condition assessment contractor

Condition Assessment Date

This data field is used to capture the date that the condition assessment was performed.
Implementation:

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Enter the date that the condition assessment was performed in the format of
MM/DD/YYYYY.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility
4.9.14.

New Construction: Recommended


Existing Building: Recommended
Date: MM/DD/YYYY
Condition.Date
One: Per Condition.ExtIdentifier (Condition Audit)
GSA Database
New Construction: A/E, Contractor, Condition Auditor
Existing Complex: GSA/ Condition assessment contractor

Condition Assessment Document GUID

A unique GUID is used because condition assessment is typically done on multiple pieces of
equipment and therefore allows the database to link multiple equipment objects to a
single condition assessment project/document.
Implementation:
Otherwise, the GUID can be self-developed by the software package or by using a GUID
generator. GUID must be approved by GSA.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility
4.9.15.

New Construction: Recommended


Existing Building: Recommended
Time Based 128 Bit Alpha-Numeric Case-Sensitive.
Condition.DocumentExtIdentifier
One: Per Condition.ExtIdentifier (Condition Audit)
GSA Database
New Construction: A/E, Contractor, Condition Auditor
Existing Complex: GSA/ Condition assessment contractor

Condition Assessment Short Description


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The short description data field allows the provider to submit a short description of the
document for improved operational reference and usage.
Implementation:
Enter a short description of the document. For Example: DC1234 Condition Assessment
Mechanical
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility
4.9.16.

New Construction: Recommended


Existing Building: Recommended
Text
Condition.DocumentName
One: Per Condition.DocumentExtIdentifier
GSA Database
New Construction: A/E, Contractor, Condition Auditor
Existing Complex: GSA/ Condition assessment contractor

Condition Assessment Document

This data field is used to capture the actual document or a link to the document.
Implementation:
The document must be submitted in DOC, DOCX, or PDF format. The document file name
should be in an easy to understand format: DC1234 Fire Safety Inspection.docx, DC1234
Trane AHU Warranty 2010-12-12.pdf, or D1234 Commissioning 2011-01-15.docx.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance

New Construction: Recommended


Existing Building: Recommended
DOC, DOCX, PDF Format.
Condition.Document
One: Per Condition.DocumentExtIdentifier
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Data Storage
Responsibility

4.10.

GSA Database
New Construction: A/E, Contractor, Condition Auditor
Existing Complex: GSA/ Condition assessment contractor

Audits and Inspection Data Fields


Audits data fields allow facility management to capture the information about the
equipment during quality control and inspection audits.

4.10.1.

Audit Primary Key

The audit primary key is a globally unique identifier (GUID) used in software applications to
provide a unique reference number. This software identification is for software application
usage only and is not meant to be a user readable/understandable code.
Implementation:
The GUID can be self developed by the software package or by using a GUID generator.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility
4.10.2.

New Construction: Recommended


Existing Building: Recommended
Time Based 128 Bit Alpha-Numeric Case-Sensitive.
Audit.ExtIndentifier
One
GSA Database
New Construction: A/E, Contractor, Auditor
Existing Complex: GSA/Auditor

Audit Type

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This field is used to capture the type of audit that was performed: Inspection, Energy
Audit, Environmental, Fire Life Safety, Maintenance Compliance Audit, O&M Audit, etc.
Implementation:
Enter the type of audit performed.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility
4.10.3.

New Construction: Recommended


Existing Building: Recommended
Text
Audit.Type
One: Per Audit.ExtIndentifier
GSA Database
New Construction: A/E, Contractor, Auditor
Existing Complex: GSA/Auditor

Equipment Compliance (N)

The equipment compliance data field is used to capture if equipment meets compliance
during an audit. A component can be audited to ensure it meets multiple compliance
regulations. Therefore this field can be duplicated multiple times based on the regulation
that is being audited.
Implementation:
Enter either yes or no if equipment meets compliance per the audit guidelines.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance

New Construction: Recommended


Existing Building: Recommended
Text: Yes or No
Audit.ComponentCompliance
One: Per Component.ExtIdentifier (Equipment)
Many: Per Audit.ExtIdentifier (Audit)
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Data Storage
Responsibility
4.10.4.

GSA Database
New Construction: A/E, Contractor, Auditor
Existing Complex: GSA/Auditor

Compliance Regulations (N)

This data field is used to capture the GUID cross reference to the code and regulations
section for the regulations being audited (Section 4.13).
Implementation:
Enter the GUID for the regulation or code that is related to the audit.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility
4.10.5.

New Construction: Recommended


Existing Building: Recommended
Text: Time Based 128 Bit Alpha-Numeric Case-Sensitive.
Component.ComplianceRegulation
Many: Per Component.ExtIdentifier (Equipment)
Many: Per Audit.ExtIdentifier (Audit)
GSA Database
New Construction: A/E, Contractor, Auditor
Existing Complex: GSA/Auditor

Audit Observation

The audit observation is used to capture the detailed observation about the audit of the
equipment. Example: Equipment has not been inspected per NFPA requirements and
therefore is in violation of fire codes.
Implementation:
Enter the detailed information about observations noted.

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Data Capture Requirement


Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility
4.10.6.

New Construction: Recommended


Existing Building: Recommended
Text
Audit.Observation
One: Per Component.ExtIdentifier (Equipment)
Many: Per Audit.ExtIdentifier (Audit)
GSA Database
New Construction: A/E, Contractor, Auditor
Existing Complex: GSA/Auditor

Audit Recommendation

The audit recommendation data field is used to document recommendations determined by


the auditor. Example: Have equipment pressure tested to meet code.
Implementation:
Enter the audit recommendations for the equipment.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility
4.10.7.

New Construction: Recommended


Existing Building: Recommended
Text
Audit.Recommendation
One: Per Component.ExtIdentifier (Equipment)
Many: Per Audit.ExtIdentifier (Audit)
GSA Database
New Construction: A/E, Contractor, Auditor
Existing Complex: GSA/Auditor

Audit Provider

The audit provider field is used to capture the name of company or organization performing
the audit.
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Implementation:
Enter name of the company, person, or organization legally responsible for the audit. Do
not use abbreviations or acronyms since they can cause confusion.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility
4.10.8.

New Construction: Recommended


Existing Building: Recommended
Text: Legal company or organization name.
Audit.Provider
One: Per Audit.ExtIdentifier (Audit)
GSA Database
New Construction: A/E, Contractor, Auditor
Existing Complex: GSA/Auditor

Audit Date

The audit date data field is used to capture the date that the audit was completed.
Implementation:
Enter date that the audit was completed. The format for the date is MM/DD/YYYY.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility
4.10.9.

New Construction: Recommended


Existing Building: Recommended
Date: MM/DD/YYYY
Audit.Date
One: Per Audit.ExtIdentifier (Audit)
GSA Database
New Construction: A/E, Contractor, Auditor
Existing Complex: GSA/Auditor

Audit Document GUID


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A unique GUID is used because condition assessment is typically done on multiple pieces of
equipment and therefore allows the database to link multiple equipment objects to a
single audit project/document.
Implementation:
Otherwise, the GUID can be self-developed by the software package or by using a GUID
generator. GUID must be approved by GSA.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility
4.10.10.

New Construction: Recommended


Existing Building: Recommended
Time Based 128 Bit Alpha-Numeric Case-Sensitive.
Audit.DocumentExtIdentifier
One: Per Audit.ExtIdentifier (Audit)
GSA Database
New Construction: A/E, Contractor, Auditor
Existing Complex: GSA/Auditor

Audit Short Description

The short description data field allows the provider to submit a short description of the
document for improved operational reference and usage.
Implementation:
Enter a short description of the document. For Example: DC1234 Condition Assessment
Mechanical
Data Capture Requirement
Data Format Requirement
Database Name

New Construction: Recommended


Existing Building: Recommended
Text
Audit.DocumentName
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Data Instance
Data Storage
Responsibility
4.10.11.

One: Per Audit.DocumentExtIdentifier


GSA Database
New Construction: A/E, Contractor, Auditor
Existing Complex: GSA/Auditor

Audit Document

This data field is used to capture the actual document or a link to the document.
Implementation:
The document must be submitted in DOC, DOCX, or PDF format. The document file name
should be in an easy to understand format: DC1234 Fire Safety Inspection.docx, DC1234
Trane AHU Warranty 2010-12-12.pdf, or D1234 Commissioning 2011-01-15.docx.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility

4.11.

New Construction: Recommended


Existing Building: Recommended
DOC, DOCX, PDF Format.
Audit.Document
One: Per Audit.DocumentExtIdentifier
GSA Database
New Construction: A/E, Contractor, Auditor
Existing Complex: GSA/Auditor

Warranty

4.11.1.

Warranty Primary Key

The warranty primary key is a globally unique identifier (GUID) used in software
applications to provide a unique reference number. This software identification is for

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software application usage only and is not meant to be a user readable/understandable


code.
Implementation:
The GUID can be self developed by the software package or by using a GUID generator.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility
4.11.2.

New Construction: Required


Existing Building: Recommended
Time Based 128 Bit Alpha-Numeric Case-Sensitive: COBie
Warranty.ExtIdentifier
One
GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

Warranty Number

The warranty number is the number provided by the warranty provider for the policy.
Implementation:
Enter the number or identification related to the policy for the warranty. Some
manufacturers for basic manufacturer warranties do not have a specific policy number
but base the date on policy registration and installation date. In these instances, the
equipment must be registered with the manufacturer, a confirmation number, and date
obtained from the manufacturer.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance

New Construction: Required


Existing Building: Recommended
Text
Warranty.Number
One: Per Warranty.ExtIdentifier
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Data Storage
Responsibility
4.11.3.

GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

Warranty Provider Name

The warranty provider name data field is used to capture the name of the warranty
provider.
Implementation:
Enter the legal name of the actual company or organization that provides the equipment
warranty. Do not use abbreviations or acronyms since that can cause confusion. Also do
not use the name of a sales person or person of contact for the company since they can
change.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility
4.11.4.

New Construction: Required


Existing Building: Recommended
Text: Legal company or organization name
Warranty.ProviderName
One: Per Warranty.ExtIdentifier
GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

Warranty Provider Contact Information

This data field is used to capture the contact information for the warranty provider.
Implementation:
Enter the contact information for the warranty provider. The address and main phone
number for the company should be entered in this field. Do not enter personal sales or
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contact personnel contact information since their position or information is more likely
to change within the warranty period.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility
4.11.5.

New Construction: Required


Existing Building: Recommended
Text: Legal company or organization name
Warranty.ProviderContact
One: Per Warranty.ExtIdentifier
GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

Warranty Installer Name

The warranty installer name is actually a data field that is designed to capture the
company or organization responsible for installation of the equipment. Part of warranty
usage is ensuring that the component is installed correctly per manufacturer
recommendations.
Implementation:
Enter the legal name of the company or organization that installed the equipment. Do
not use abbreviations or acronym since it can lead to confusion.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility

New Construction: Required


Existing Building: Recommended
Text: Legal company or organization name
Component.Installer
One: Per Component.ExtIdentifier (Equipment)
Many: Per Warranty.ExtIdentifier (Warranty)
GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor
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4.11.6.

Warranty Installer Contact Information

This data field captures and documents the contact information of the company legally
responsible for the installation of the equipment. The address and main phone number for
the company should be entered in this field. Do not enter personal sales or contact
personnel contact information since their position or information is more likely to change.
Implementation:
Enter the warranty installer company contact information. The address and main phone
number for the company should be entered in this field. Do not enter personal sales or
contact personnel contact information since their position or information is more likely
to change within the warranty period.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility
4.11.7.

New Construction: Required


Existing Building: Recommended
Text
Component.InstallerContact
One: Per Component.ExtIdentifier (Equipment)
Many: Per Warranty.ExtIdentifier (Warranty)
GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

Warranty Start Date

This data field is used to capture the warranty start date.


Implementation:
Enter the exact date on which the warranty starts in the following format: MM/DD/YYYY.

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Format: MM/DD/YYYY
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility
4.11.8.

New Construction: Required


Existing Building: Recommended
Date: MM/DD/YYYY
Warranty.StartDate
One: Per Warranty.ExtIdentifier
GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

Warranty End Date

This data field is used to calculate or capture the end date of coverage for the warranty.
Implementation:
Enter the warranty end date in the following format: MM/DD/YYYY.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility
4.11.9.

New Construction: Required


Existing Building: Recommended
Date: MM/DD/YYYY
Warranty.EndDate
One: Per Warranty.ExtIdentifier
GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

Extended Warranty Available

The extended warranty available is used to determine if an extended warranty is available


and if it was purchased. There are a significant number of times in which an extended
warranty can be purchased that extends the manufacturer warranty.
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Implementation:
Enter whether or not an extended warranty is available and if it was purchased for the
equipment per the following field entries:
Yes Purchased
Yes Not Purchased
Not Available
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility
4.11.10.

New Construction: Required


Existing Building: Recommended
Text: Per NES 4.11.9
Warranty.ExtendStatus
One
GSA Database
New Construction: A/E, Contractor

Extended Warranty Number

The extended warranty number is the number provided by the warranty provider for the
extended policy.
Implementation:
Enter the number or identification related to the policy for the extended warranty.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage

New Construction: Required


Existing Building: Recommended
Text
Warranty.ExtendNumber
One
GSA Database
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Responsibility
4.11.11.

New Construction: A/E, Contractor


Existing Complex: GSA/Contractor

Extended Warranty Provider Name

The extended warranty provider name data field is used to capture the name of the
warranty provider.
Implementation:
Enter the legal name of the actual company or organization that provides the equipment
extended warranty. Do not use abbreviations or acronyms since that can cause
confusion.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility
4.11.12.

New Construction: Required


Existing Building: Recommended
Text: Legal name of company or organization
Warranty.ExtendProvider
One
GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

Extended Warranty Start Date

This data field is used to capture the extended warranty start date.
Implementation:
Enter the extended warranty start date in the following format: MM/DD/YYYY.
Data Capture Requirement

New Construction: Required


Existing Building: Recommended
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Data Format Requirement


Database Name
Data Instance
Data Storage
Responsibility
4.11.13.

Date: MM/DD/YYYY
Warranty.ExtendStartDate
One
GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

Extended Warranty End Date

This data field is used to calculate or capture the end date of coverage for the extended
warranty.
Implementation:
Enter the extended warranty end date in the following format: MM/DD/YYYY.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility
4.11.14.

New Construction: Required


Existing Building: Recommended
Date: MM/DD/YYYY
WarrantyExtendEndDate
One
GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

Substantial Completion Date

Per Federal Acquisition Regulations (FAR) contractors are required to provide a 1-year
contractor warranty that starts at the substantial completion date. Therefore, it is very
important to ensure the substantial completion date is captured to determine warranty
applicability.
Implementation:
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Enter the substantial completion date in the following format: MM/DD/YYYY.


Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility
4.11.15.

New Construction: Required


Existing Building: Recommended
Date: MM/DD/YYYY
Warranty.SubstantialCompletion.Date
One
GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

Warranty Document GUID

A unique GUID is used because condition assessment is typically done on multiple pieces of
equipment and therefore allows the database to link multiple equipment objects to a
single warranty document.
Implementation:
Otherwise, the GUID can be self-developed by the software package or by using a GUID
generator. GUID must be approved by GSA.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility
4.11.16.

New Construction: Required


Existing Building: Recommended
Time Based 128 Bit Alpha-Numeric Case-Sensitive.
Warranty.DocumentExtIdentifier
One
GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

Warranty Short Description


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The short description data field allows the provider to submit a short description of the
document for improved operational reference and usage.
Implementation:
Enter a short description of the document. For Example: DC1234 Condition Assessment
Mechanical
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility
4.11.17.

New Construction: Required


Existing Building: Recommended
Text
Warranty.DocumentName
One: Per Warranty.DocumentExtIdentifier
GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

Warranty Document

This data field is used to capture the actual document or a link to the document.
Implementation:
The document must be submitted in DOC, DOCX, or PDF format. The document file name
should be in an easy to understand format: DC1234 Fire Safety Inspection.docx, DC1234
Trane AHU Warranty 2010-12-12.pdf, or D1234 Commissioning 2011-01-15.docx.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance

New Construction: Required


Existing Building: Recommended
DOC, DOCX, PDF Format.
Warranty.Document
One: Per Warranty.DocumentExtIdentifier
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Data Storage
Responsibility
4.11.18.

GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

Extended Warranty Document GUID

A unique GUID is used because condition assessment is typically done on multiple pieces of
equipment and therefore allows the database to link multiple equipment objects to a
single extended warranty document.
Implementation:
Otherwise, the GUID can be self-developed by the software package or by using a GUID
generator. GUID must be approved by GSA.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility
4.11.19.

New Construction: Required


Existing Building: Recommended
Time Based 128 Bit Alpha-Numeric Case-Sensitive.
ExtWarranty.DocumentExtIdentifier
One
GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

Extended Warranty Short Description

The short description data field allows the provider to submit a short description of the
document for improved operational reference and usage.
Implementation:
Enter a short description of the document. For Example: DC1234 Condition Assessment
Mechanical
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Data Capture Requirement


Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility
4.11.20.

New Construction: Required


Existing Building: Recommended
Text
ExtWarranty.DocumentName
One: Per ExtWarranty.DocumentExtIdentifier
GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

Extended Warranty Document

This data field is used to capture the actual document or a link to the document.
Implementation:
The document must be submitted in DOC, DOCX, or PDF format. The document file name
should be in an easy to understand format: DC1234 Fire Safety Inspection.docx, DC1234
Trane AHU Warranty 2010-12-12.pdf, or D1234 Commissioning 2011-01-15.docx.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility

New Construction: Required


Existing Building: Recommended
DOC, DOCX, PDF Format.
ExtWarranty.Document
One: Per Warranty.DocumentExtIdentifier
GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

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4.12.

Operation Documents

The following operation documents have similar data fields:

A GUID field that is the primary key globally unique identifier (GUID) used in software
applications to provide a unique reference number. This software identification is for
software application usage only and is not meant to be a user readable/understandable
code. An operation manual for a Company XYZ Air Handler can be linked to the multiple air
handlers in the facility.
A short description data field that allows the provider to submit short description of the
document for improved operational usage.
The document itself in DOC, DOCX, or PDF format. The document file name should be in an
easy to understand format: DC1234 Fire Safety Inspection.docx, DC1234 Trane AHU Warranty
2010-12-12.pdf, D1234 Commissioning 2011-01-15.docx
A video data field that allows the database to link or capture a video file.

The operation documents should be compiled on a file server.

Normal Operation GUID


Normal Operation Short Description
Normal Operation Document
Normal Operation Video
Operator Prestart Procedure GUID
Operator Prestart Procedure Short Description
Operator Prestart Procedure Document
Operator Prestart Procedure Video
Operator Startup Procedure GUID
Operator Startup Procedure Short Description
Operator Startup Procedure Document
Operator Startup Procedure Video
Operator Shutdown Procedure GUID
Operator Shutdown Procedure Short Description
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Operator Shutdown Procedure Document


Operator Shutdown Procedure Video
Operator Post Shutdown Procedure GUID
Operator Post Shutdown Procedure Short Description
Operator Post Shutdown Procedure Document
Operator Post Shutdown Procedure Video
Emergency Operations GUID
Emergency Operations Short Description
Emergency Operations Document
Emergency Operations Video
Maintenance and Troubleshooting Documents
Wiring Control Diagrams GUID
Wiring Control Diagrams Short Description
Wiring Control Diagrams Document
Wiring Control Diagrams Video
Removal and replacement instructions GUID
Removal and Replacement Instructions Short Description
Removal and Replacement Instructions Document
Removal and Replacement Instructions Video
Cleaning Requirements GUID
Cleaning Requirements Short Description
Cleaning Requirements Document
Cleaning Requirements Video
Lubrication Data GUID
Lubrication Data Short Description
Lubrication Data Document
Lubrication Data Video
Spare Parts List GUID
Spare Parts List Short Description
Spare Parts List Document
Spare Parts List Video

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Special Tools List GUID


Special Tools List Short Description
Special Tools List Document
Special Tools List Video
Troubleshooting Guide GUID
Troubleshooting Guide Short Description
Troubleshooting Guide Document
Troubleshooting Guide Video
Product Cut Sheet GUID
Product Cut Sheet Document
Certificate GUID
Certificate Date
Certificate Short Description
Certificate Document
Training Documents
Training Materials GUID
Training Materials Short Description
Training Materials Document
Training Materials Video
Condition Documents
Environmental Conditions GUID
Environmental Conditions Short Description
Environmental Conditions Document
Environmental Conditions Video
Hazardous Material GUID
Hazardous Material Short Description
MSDS Data Sheet Document
Safety Precautions GUID
Safety Precautions Short Description
Safety Precaution Document

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4.13.

Code and Regulations

The code and regulation data fields are used to capture the related codes and regulations
required to be enforced for each piece of equipment. The codes and regulations can be
maintained in a separate database and, because a GUID is used, they can be linked to the
equipment while reducing the repetition of data. Example: NFPA standard linked to each fire
extinguisher, Energy Independence and Security Act of 2007 linked to each advanced remote
utility meter, or ASHRAE standard linked to a restroom exhaust fan ductwork.
This data is vital to ensuring that facility managers have immediate access to all of the codes
and regulations related to installed equipment.
A significant amount of this information is predetermined during design construction to ensure
the facility meets federal, state, and local standards. This is the optimum point to capture this
data.
Note: At some point GSA will have a large portion of the federal, state, and local codes links in
their database and will start replicating data. At the point that the code and regulation
standards are substantially complete, GSA should provide the reference library that the
contractor would use versus regeneration per project.
4.13.1.

Federal Code

4.13.1.1. Federal Code GUID


The Federal Code GUID is a globally unique identifier (GUID) used in software
applications to provide a unique reference number. This software identification is for
software application usage only and is not meant to be a user
readable/understandable code.
Implementation:

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The GUID can be self developed by the software package or by using a GUID
generator.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility

New Construction: Recommended


Existing Building: Recommended
Time Based 128 Bit Alpha-Numeric Case-Sensitive.
FederalCode.ExtIdentifier
One: Per Regulation
GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

4.13.1.2. Federal Code Title


The federal code title data field is used to capture the legal title of the code or
regulation. Example: Clean Water Act, Energy Independence and Security Act of 2007,
etc
Implementation:
Enter the legal full title of the code. Abbreviations and acronyms should be avoided
to prevent confusion.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility

New Construction: Recommended


Existing Building: Recommended
Text: Legal title
FederalCode.Title
One: Per FederalCode.ExtIdentifier
GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

4.13.1.3. Federal Code Identification


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The federal code identification data field is used to capture the direct code
designation or section. Example: EISA 2007 434(b), 10CFR50.65.
Implementation:
Enter the legal designation for section or area of code per the regulation. Format of
the information should be in accordance with the regulation or code being stated.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility

New Construction: Recommended


Existing Building: Recommended
Text
FederalCode.ID
Many: Per FederalCode.ExtIdentifier
GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

4.13.1.4. Federal Code Description


This data field is used to capture a brief description of the section or portion of the
related code being identified. For example: Advanced Metering or Maintenance Rule.
Implementation:
Enter a brief description of the section or code for the related section identified.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage

New Construction: Recommended


Existing Building: Recommended
Text
FederalCode.Description
One: Per FederalCode.ID
GSA Database
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Responsibility

New Construction: A/E, Contractor


Existing Complex: GSA/Contractor

4.13.1.5. Federal Code Governing Entity


This data field is use to capture the name of the agency or organization that is
responsible for the interpretation and governance of the related code. Example: DOE,
NRC.
Implementation:
Enter the name or approved government acronym of the agency or organization
responsible for the governance of the regulation.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility

New Construction: Recommended


Existing Building: Recommended
Text
FederalCode.Governance
Many: Per FederalCode.ID
GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

4.13.1.6. Federal Code Document


Implementation:
Attach a copy of the code or regulation in DOC, DOCX, or PDF format.
Data Capture Requirement
Data Format Requirement
Database Name

New Construction: Recommended


Existing Building: Recommended
DOC, DOCX, or PDF
FederalCode.Document
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Data Instance
Data Storage
Responsibility
4.13.2.

One: Per FederalCode.ExtIdentifier


GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

State and Local Code and Regulation

4.13.2.1. State Code GUID


The State Code GUID is a globally unique identifier (GUID) used in software
applications to provide a unique reference number. This software identification is for
software application usage only and is not meant to be a user
readable/understandable code.
Implementation:
The GUID can be self developed by the software package or by using a GUID
generator.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility

New Construction: Recommended


Existing Building: Recommended
Time Based 128 Bit Alpha-Numeric Case-Sensitive.
StateCode.ExtIdentifier
One: Per Code
GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

4.13.2.2. State Code Title


The state code title data field is used to capture the legal title of the code or
regulation. Example: Virginia Maintenance Code Part III of the Virginia Uniform
Statewide Building Code.
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Implementation:
Enter the legal full title of the code. Abbreviations and acronyms should be avoided
to prevent confusion.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility

New Construction: Recommended


Existing Building: Recommended
Text
StateCode.Title
One: Per StateCode.ExtIdentifier
GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

4.13.2.3. State Code Identification


The state code identification data field is used to capture the direct code designation
or section. Example: Section 402.1, Section 404.4.4.
Implementation:
Enter the legal designation for section or area of code per the regulation. Format of
the information should be in accordance with the regulation or code being stated.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility

New Construction: Recommended


Existing Building: Recommended
Text
StateCode.ID
Many: Per StateCode.ExtIdentifier
GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor
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4.13.2.4. State Code Description


This data field is used to capture a brief description of the section or portion of the
related code being identified. For example: Light Habitable Space, Prohibited
Occupancy.
Implementation:
Enter a brief description of the section or code for the related section identified.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility

New Construction: Recommended


Existing Building: Recommended
Text
StateCode.Description
One: Per StateCode.ID
GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

4.13.2.5. State Code Governing Entity


This data field is use to capture the name of the agency or organization that is
responsible for the interpretation and governance of the related code. Example:
Virginia Local Governing Body.
Implementation:
Enter the name or approved government acronym of the agency or organization
responsible for the governance of the regulation.
Data Capture Requirement

New Construction: Recommended


Existing Building: Recommended
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Data Format Requirement


Database Name
Data Instance
Data Storage
Responsibility

Text
StateCode.Governance
Many: Per StateCode.ID
GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

4.13.2.6. State Code Document


Implementation:
Attach a copy of the code or regulation in DOC, DOCX, or PDF format.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility
4.13.3.

New Construction: Recommended


Existing Building: Recommended
DOC, DOCX, or PDF
StateCode.Document
One: Per StateCode.ExtIdentifier
GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

Industry Code and Regulation

4.13.3.1. Industry Code GUID


The Industry Code GUID is a globally unique identifier (GUID) used in software
applications to provide a unique reference number. This software identification is for
software application usage only and is not meant to be a user
readable/understandable code.
Implementation:

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The GUID can be self developed by the software package or by using a GUID
generator.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility

New Construction: Recommended


Existing Building: Recommended
Time Based 128 Bit Alpha-Numeric Case-Sensitive.
IndustryCode.ExtIdentifier
One: Per Code
GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

4.13.3.2. Industry Code Title


The industry code title data field is used to capture the legal title of the code or
regulation. Example: National Fire Protection Association Code.
Implementation:
Enter the legal full title of the code. Abbreviations and acronyms should be avoided
to prevent confusion.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility

New Construction: Recommended


Existing Building: Recommended
Text
IndustryCode.Title
One: Per IndustryCode.ExtIdentifier
GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

4.13.3.3. Industry Code Identification

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The industry code identification data field is used to capture the direct code
designation or section. Example: NFPA 71 1.1.1, or ASHRAE STD 55.
Implementation:
Enter the legal designation for section or area of code per the regulation. Format of
the information should be in accordance with the regulation or code being stated.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility

New Construction: Recommended


Existing Building: Recommended
Text
IndustryCode.ID
Many: Per IndustryCode.ExtIdentifier
GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

4.13.3.4. Industry Code Description


This data field is used to capture a brief description of the section or portion of the
related code being identified. For example: Fire Electrical Testing or Environmental
Temperature.
Implementation:
Enter a brief description of the section or code for the related section identified.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage

New Construction: Recommended


Existing Building: Recommended
Text
IndustryCode.Description
One: Per IndustryCode.ID
GSA Database
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Responsibility

New Construction: A/E, Contractor


Existing Complex: GSA/Contractor

4.13.3.5. Industry Code Governing Entity


This data field is use to capture the name of the agency or organization that is
responsible for the interpretation and governance of the related code. Example:
NFPA, ASHRAE.
Implementation:
Enter the name or approved government acronym of the agency or organization
responsible for the governance of the regulation.
Data Capture Requirement
Data Format Requirement
Database Name
Data Instance
Data Storage
Responsibility

New Construction: Recommended


Existing Building: Recommended
Text
IndustryCode.Governance
Many: Per IndustryCode.ID
GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

4.13.3.6. Industry Code Document


Implementation:
Attach a copy of the code or regulation in DOC, DOCX, or PDF format.
Data Capture Requirement
Data Format Requirement
Database Name

New Construction: Recommended


Existing Building: Recommended
DOC, DOCX, or PDF
StateCode.Document
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Data Instance
Data Storage
Responsibility

One: Per StateCode.ExtIdentifier


GSA Database
New Construction: A/E, Contractor
Existing Complex: GSA/Contractor

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Section 05
Equipment Identification

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Standard
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Section 5: Equipment Identification


Equipment identification conventions are the abbreviated identification standards used on blueprints,
equipment tags, lock-out tag-outs, and the short hand used to identify specific instances of
equipment. It is very important to properly identify equipment to ensure continuity of operations
during emergency operations, power outages, and when unable to connect to computer-based
inventory systems. A technician, when tasked with shutting off equipment in the field, needs to be
able to ensure they are working in the right building and on the correct equipment. For example:
Shutting off pump tagged DC0000-P-001 versus the pump next to it tagged DC0000-P-002.
GSA shall use the following equipment data fields per section 4 for equipment identification:
Facility Number (4.2.5)
Equipment Acronym (4.6.6)
Equipment Sequence Number (4.6.7)
The designation of data fields and their usage and order in this section are used to define the
equipment identification composite (4.6.8) standard.

5.1.

Equipment Identification Formats:

5.1.1. Standard Equipment Identification


Equipment identification is to be a composite of three equipment database fields. The
database fields are: Facility number, equipment acronym, and equipment sequence number.
All equipment is to be identified via this method with the exception of electrical distribution
components that require enhanced identification.
Facility Number-Equipment Acronym-Equipment Sequence Number
DC0000-AHU-001
5.1.2. Enhanced Equipment Identification
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The enhanced equipment identification standard is developed using the assembly/sub-assembly


relationship based on record drawings. Equipment assembly/sub assembly relationship (4.6.15)
data field is defined per section 4. The identification for each component contains the
identification of the immediate preceding assembly/sub-assembly or system component in-line.
The enhanced equipment identification is to be used for all electrical distribution components.
The preceding component identification used is the major component that supplies electrical
power to the equipment being identified.
Facility Number-Equipment Acronym (Parent)-Equipment Sequence Number (Parent)Equipment Acronym-Equipment Sequence Number
DC0000-FDR-52A1-SWGR-B2

The advantage to this method is the ability for the technician to troubleshoot in the field
without having to refer back to a database.
Example: A technician has lost lighting in room 4131. Dispatch has radioed to him that the
room is powered from DC0000-EPB-001-CB-01. Due to the identification schema, the
technician understands that circuit breaker (CB-01) is on electrical panel EPB-001. Because
the electrical panel is labeled DC0000-XFMR-23-EPB-001, if the technician finds that the
breaker is closed with no faults, the technician knows to go to the supplying transformer
(XFMR-23) to check for power. When the technician gets to the transformer, it is
determined that the transformer DC0000-MCC-003-XFMR-23 has no power. The technician
then has the information to go to motor control center (MCC-003). Upon arriving at the
motor control center, the technician observes that circuit breaker (DC0000-MCC-003-CB-03)
is trip free. This example shows that the technician could literally follow the labeling
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schema back to the feeder that supplies power to that electrical panel. Conversely, if a
facility lost a feeder, they could determine all of the electrical components affected. This
ability provides significant positive impact and cost savings to facility operations.

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Section 06
Equipment Tag

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Section 6: Equipment Tag


Equipment identification conventions are the abbreviated identification standards used on blueprint
and equipment

6.1.

Equipment tags shall be made of a durable material that corresponds with the conditions and
environment in which the tag will be placed.
All tag information will conform to the standards applicable to this GSA National Equipment
Standard.
Tag information has to be approved by GSA.
Personnel are responsible for identifying lost, incorrectly labeled, unreadable, or damaged tags
and notifying the proper personnel for replacement tags.

6.2.

Guidelines:

Tag Placement:

Tags should be place on or near the component being identified in a manner that clearly
associates the tag with the respective component.
Tags should be permanently attached to the component in a way that will not interfere with
the normal operational use or testing of the component (e.g., attached to the yoke of the
valve, not to a removable part of the valve such as the hand wheel).
Valves operated by reach rods or chains, or other remotely operated components, should have
an additional tag installed at the operating device.
Tags for chain operators should be attached to a small piece of tubing (PVC) through which the
chain passes to ensure the label always remains at the bottom of the chain loop.
Tags that cover a group of equipment, for example 01-50 fire detectors in a room, the tag
should be place in an area that conforms to the following:
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Tag shall be placed in an area that reduces the chance of tampering.


Tag shall be placed in a common location, such as beside the main door to the area.

Tags should be readable from the normal operating location or position (i.e., an operator
should have to manipulate the tag to read it, label should be facing out).

If a new tag cannot be immediately provided, a temporary label should be installed until a
correct permanent label can be obtained.

6.3.

Required Equipment Tag Information:

Equipment tags shall, at a minimum, include the following information, if it exists, from the
national equipment standard database data fields (See Figure):

GSA Logo
Space Identification Composite (4.5.6)
Equipment Identification Composite (1) (4.6.8) for the electrical power supply
component based off of Equipment Power Supply (4.6.12)
Equipment Zone Description (4.4.4)

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Equipment Identification Composite (4.6.8)


Equipment Operation Nomenclature (4.6.5)
OmniClass Table 23 Description (4.6.4)
Equipment System Relationship (4.6.13)
Equipment Status (4.6.25)/Equipment Failure Status (4.6.26)
Dot Matrix barcode (ISO/IEC 16022) and/or RFID: Encoded using the data field
Equipment Primary Key (4.6.2)
Equipment Tag Examples:

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Section 07
Contracts

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Section 7: Contracts
This section was developed to provide a checklist of information to remember to include when
specifying contracts for equipment inventories in multiple types of projects. As with any contract,
other sections of this guide should be included in the contract, such as definition and data fields.
Refer to the GSA website for samples of contracts. Including the actual contract language in this
document would have made this document significantly larger than it already is.

7.1.

New Construction/Renovation

7.1.1. Contract language and usage shall be in accordance with the Office of Design
Construction and the BIM Guide Series.

7.2.

Existing Building O&M Contract Renewal

O&M contract renewal period is the most opportune time to capture equipment inventories for
existing buildings. Component-level is the preferred level because of the impact that an
accurate inventory has on the facility. Include the following in the contract:
7.2.1. Use the National Approved O&M Boilerplate.
7.2.2. Ensure definitions per section 2 of this guide are included.
7.2.3. Select the data fields and points required per attachment-01, ensure that they are
specified in the solicitation.
7.2.4. Specify use of this guide and GSA-developed software or guidance on capturing
equipment inventories in the correct format. It is important to ensure that the product is
delivered in a correct format that allows the data to be transferred to the software
packages that need the information.
7.2.5. Important to ensure all required disciplines are specified in contracts. For example:
mechanical, electrical, historical preservation, food services inventories. This is because
O&M contractors have a tendency to assume that their bid is on only that equipment for
which they are responsible: mechanical, electrical, etc
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7.2.6. Level of effort and expectation is important: Will they be going above ceiling tile and
investigating interstitial space, etc.
7.2.7. Level of detail is important: Some of the data or all of the data fields.
7.2.8. Type of inventory is important: preventive maintenance inventory, non preventive
maintenance inventory, component-level inventory, etc.

7.3.

Existing Building Equipment Inventory Contract

Third party equipment inventory contracts can be anything from having an independent
company inventory the facility to including the inventory in a commissioning project or
maintenance review audit.
Third party inventories are very important to include in contracts for the performance of 3-D
BIM Scan of an existing facility. The scan will not identify the equipment or its information and
it is typically less expensive to have professionals trained in equipment capture to tag the
information to the scan versus having to train A/E and BIM experts.
Equipment inventories captured by third party, non-invested contractors are highly
recommended versus using existing O&M contractors because it provides an extra set of
independent information on the facility. For example: An O&M contractor might be hesitant in
reporting that the condition of a piece of equipment is poor, considering they have been
maintaining that equipment for years.
7.3.1. Ensure definitions per section 2 of this guide are included.
7.3.2. Select the data fields and points required per attachment-01, ensure that they are
specified in the solicitation.
7.3.3. Specify use of this guide and GSA-developed software or guidance on capturing
equipment inventories in the correct format. It is important to ensure that the product is
delivered in a correct format that allows the data to be transferred to the software
packages that need the information.

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7.3.4. Important to ensure all required disciplines are specified in contracts. For example:
mechanical, electrical, historical preservation, and food services inventories.
7.3.5. Level of effort and expectation is important: Will they be going above ceiling tile and
investigating interstitial space, etc.
7.3.6. Level of detail is important: Some of the data or all of the data fields.
7.3.7. Type of inventory is important: preventive maintenance inventory, non preventive
maintenance inventory, component-level inventory, etc.

7.4.

Existing Building Project

The NES Guide should be included and followed for all projects that include equipment.
Projects and O&M are the critical functions in facility management that will ensure that
equipment inventories are updated and maintained accurately. Accurate and up-to-date
equipment inventories are vital to the proper operation and future renovation of facilities.

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Section 08:
Technology

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Section 8: technology
Because equipment data has a significant impact on a vast number of software programs and there are
multiple methods to capture equipment data, this section is reserved for describing the various
technologies.

8.1.

Technology Requirements

8.1.1. COBie files per Whole Building Design Requirements.


8.1.2. Database files to be compatible with the GSA database designated in the contract.

8.2.

Technology Recommendations

8.2.1. Equipment Inventory Capture:


Currently there is not a software program designed to capture equipment inventory per this
guidance. Most inventories for existing buildings are done in excel and with paper and pen.
If a software program is developed, it is recommended that the software meet some
fundamental requirements:

Web-based application.
Able to import and export COBie/SPie and other IFC formats.
Database fields match this guidance field names.
Reference tables in software confirm as closely to industry standard formats such
that updates to standards can be easily incorporated.
Method to track equipment and information not found in current standards to enable
GSA to assist in improving the standards.
Approval process for equipment submission and editing of data.

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Section 9: Implementation Guidance


This section provides implementation guidance to GSA facility management and inventory teams.
Teams are also encouraged to read the GSA BIM Guide Series 01 Overview which further provides
guidance on implementing 3D-4D-BIM technologies.

9.1.

Identifying Opportunities

Meet with Regional Facility Managers to discuss the level of use of equipment inventories that
currently exists within the facility, establish data requirements and process, establish data capture
method for the facility, and determine roles and responsibilities.

9.2.

Developing an Equipment Execution Plan

Once the project team members have been established, GSA should require an equipment execution
plan.
Equipment execution plan should highlight the following:
What level of equipment inventory will be captured?
What data fields will be required?
Who will be responsible for capturing the data?
Who will be responsible for review? Are there software packages available for automatic review?
What information will be transferred to downstream applications? What information will reside
only in the database model?
How will updates be handled?

9.3.

Pilot Inventory Implementation Studies

Pilot inventory projects are important aspect of refining implementation, improvement of guidance,
and data points. Some important data points to consider are:
Capture cost of operations and maintenance for a facility with no accurate or digital equipment
inventory to compare to projected cost of O&M with an updated data.
Capture actual cost of a 3rd party contractor performance of facility inventory using this guidance
per gross square footage and type of facility.
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Capture curtailment plans for a facility with no accurate inventory versus the level of curtailment
change with a completed inventory to project energy savings.
Cost of and lessons learned for implementation on small projects.
Recently commissioned facilities: equipment inventory tracking and maintenance prior to capture
of accurate inventory versus an accurate inventory. Is equipment missing pre- versus postinventory and what is projected failure of equipment missed?
Sustainability or energy project pre- and post- inventory using guidance and what equipment was
missed?
O&M contract pre- and post- inventories per this guidance and what is the delta of cost changes
versus missed maintenance?

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Section

10:Section

Equipment Data

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National

Equipment

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Section 10: Equipment Data Matrix


This section provides a matrix of all of the equipment data points per this standard. Included in the
matrix are the marked (X) data fields required per new construction (NC) or existing building (EB).
This matrix allows the user to include a comprehensive listing of data fields in their contract or to be
used during negotiations.
Complex Data
Synonym Name
Database Links
Complex Primary Key
Complex Data Fields
Complex Plot
Complex Number
Complex Name
Complex Address
Complex City
Complex State
Complex Zip
Facility Data
Synonym Name
Database Links
Facility Primary Key
Facility Data Fields
Facility Owner
Facility Designation
Facility Location Organization Code
Facility Number
Facility Name
Organization Facility Name
Facility Address
Facility City
Facility State
Facility Zip
Country

Database Field Name:

4.1.1

Facility.ExtFacilityIdentifier

4.1.2
4.1.3
4.1.4
4.1.5
4.1.6
4.1.7
4.1.8

Facility.SiteName
Facility.SiteLongName
Facility.SiteAddress.AddressLine
Facility.SiteTown
Facility.SiteRegion
Facility.SitePostalCode

X
X
X
X
X
X

X
X
X
X
X
X

NES

Database Field Name:

4.2.1

Facility.ExtFacilityIdentifier

4.2.2
4.2.3
4.2.4
4.2.5
4.2.6
4.2.7
4.2.8
4.2.9
4.2.10
4.2.11
4.2.12

Facility.Owner
Facility.Designation
Facility.LocationOrgCode
Facility.Name
Facility.LongName1
Facility.LongName2
Facility.AddressLine
Facility.Town
Facility.State
Facility.PostalCode
Facility.Country

Responsibility

Required
NC
EB

NES

Responsibility

Required
NC

EB

X
X

X
X
X
X
X
X
X
X

X
X
X
X
X

Format

Format

Comment

Format

Section 10: Equipment Data Matrix

GSA National Equipment Standard


www.gsa.gov/bim

Facility Priority
Tenant Data
Synonym Name
Database Links
Tenant Primary Key
Tenant Data Fields
Tenant Name
Tenant Organization Name
Tenant Department Name
Tenant Code
Zone Data
Synonym Name
Database Links
Facility Zone Primary Key
Facility Zone Description
Equipment Zone Primary Key
Equipment Zone Description
Space Data
Synonym Name
Database Links
Space Primary Key
Space Data Fields
Floor Number
Blueprint Room Number
Organization Room Number
Space Description
Space Identification Composite
Space Priority

4.2.13

Facility.Priority

Responsibility

Required
NC
EB

NES

Database Field Name:

4.3.1

Tenant.Identifier

4.3.2
4.3.3
4.3.4
4.3.5

Tenant.Name
Tenant.OrgName
Tenant.DeptName
Tenant.Code

X
X

NES

Database Field Name:

4.4.1
4.4.2
4.4.3
4.4.4

Facility.ZoneIdentifier
Facility.ZoneName
Compoment.ZoneIdentifier
Comonent.ZoneName

NES

Database Field Name:

4.5.1

Space.ExtFacilityIdentifier

4.5.2
4.5.3
4.5.4
4.5.5
4.5.6

Space.FloorName
Space.Name
Space.RoomTag
Space.Description
Space.Name + Space.RoomTag +
Space.Description

X
X

X
X
X
X
X

4.5.7

Space.Priority

Responsibility

Required
NC
EB

Format

Format

Format

Format

Format

Format

X
X
X
X

Responsibility

Required
NC
EB

Section 10: Equipment Data Matrix

GSA National Equipment Standard


www.gsa.gov/bim

Equipment Data
Synonym Name
Database Links
BIM Equipment Object Primary Key
Equipment Primary Key
Equipment Attributes
OmniClass Table 23 Number
OmniClass Table 23 Description
Equipment Operation Nomenclature
Equipment Acronym
Equipment Sequence
Equipment Identification Composite
Previous Equipment Identification
Previous Equipment Primary Key
Equipment Organization Asset
Number
Equipment Power Supply
Equipment System Relationship
Equipment System Category
Equipment Assembly/Sub Assembly
Equipment Control relationship
Equipment Alarm Relationship
Equipment Indication Relationship
Equipment Failure Impact
Relationship
Equipment Priority
Equipment COOP
Equipment Owner
Equipment Curtailment
Equipment Operation Level
Equipment Status
Equipment Failure Status
Equipment Data
Synonym Name
Minimum Required Equipment
Specifications

Responsibility

Required
NC
EB

NES

Database Field Name:

4.6.1
4.6.2

Component.ModelObjectIdentifier
Component.ExtIdentifier

X
X

4.6.3
4.6.4
4.6.5
4.6.6
4.6.7
4.6.8
4.6.9
4.6.10
4.6.11

Component.Category
Component.Type.Name
Component.Type.Description
Component.Acronym
Component.AssetIdentifier
Component.CompositeID
Component.PreviousID
Component.Previous.ExtIdentifier
Component.OrgExtIdentifier

X
X

X
X

X
X
X

X
X
X

4.6.12
4.6.13
4.6.14
4.6.15

Component.ElectricPower
System.Name
System.Category
Component.SubAssembly.ExtIdentifier

X
X
X
X

4.6.16
4.6.17
4.6.18
4.6.19

Component.Control.ExtIdentifier
Component.Alarm.ExtIdentifier
Component.Indication.ExtIdentifier
Component.Failure.ExtIdentifier

4.6.20
4.6.21
4.6.22
4.6.23
4.6.24
4.6.25
4.6.26

Component.Priority
Component.COOP
Component.Owner
Component.Curtailment
Component.OpsCode
Component.Status
Component.FailureStatus

NES

Database Field Name:

X
X

Responsibility

Format

Format

X
X

Required
NC
EB

Format

Format

Section 10: Equipment Data Matrix

GSA National Equipment Standard


www.gsa.gov/bim

Equipment Manufacturer
Equipment Manufactured Date
Equipment Manufacturer Shelf Life
Equipment Model Name
Equipment Model Number
Equipment Serial Number
Equipment Installation Cost
Product Specific Required
Specifications
Equipment Specifications
(Spie Defined)

Job Tasks
Synonym Name
Database Links
Job Task Primary Key
Job Task Data Fields
Job Task Type
Job Task Name
Job Task Status
Job Task Status Related Cause
Job Task Guide
Job Task Sequence Number
Job Task Identification Composite
Job Task Performer
Job Task Frequency
Job Task Frequency Units
Job Task Inspection Percentage
Job Task Season
Job Task Start Date
Job Task Time Standard
Job Task Time Standard Units
Commissioning Data
Synonym Name

4.6.27.1
4.6.27.2
4.6.27.3
4.6.27.4
4.6.27.5
4.6.27.6
4.6.27.7

4.6.28

Type.Manufacturer
Type.ManufacturerDate
Type.ManufacturerShelfLife
Type.ModelName
Type.ModelNumber
Type.SerialNumber
Type.EquipmentInstallationCost

Type.Parameter Various

X
X
X

X
X
X

Classification Parameters
Design Parameters
Complete SPie Data
Package

Responsibility

Required
NC
EB

NES

Database Field Name:

4.7.1

Job.ExtIdentifier

4.7.2
4.7.3
4.7.4
4.7.5
4.7.6
4.7.7
4.7.8
4.7.9
4.7.10
4.7.11
4.7.12
4.7.13
4.7.14
4.7.15
4.7.16

Job.Category
Job.Name
Job.Status
Job.StatusDescription
Job.Guide
Job.TaskNumber
Job.CompositeID
Job.ResponsiblePerformer
Job.Frequency
Job.FrequencyUnit
Job.InspectionPercent
Job.TaskSeason
Job.Start
Job.Duration
Job.DurationUnits

X
X

X
X

X
X

X
X
X
X
X
X

NES

Database Field Name:

Responsibility

Required
NC
EB

Format

Format

Format

Format

Section 10: Equipment Data Matrix

GSA National Equipment Standard


www.gsa.gov/bim

Database Links
Commissioning Primary Key
Condition Assessment Data
Commission Provider
Commission Date
Commission Observation
Commission Recommendation
Commissioning Document GUID
Commissioning Short Description
Commissioning Document
Condition Data
Synonym Name
Database Links
Condition Assessment Primary Key
Condition Assessment Data
Equipment Installed Date
Equipment Life Expectancy
Equipment Age
Equipment Life Remaining
Equipment Purchased Condition
Equipment Condition
Equipment Condition Related Cause
Equipment Life Used
Condition Observation
Condition Recommendation
Condition Assessment Provider
Condition Assessment Date
Condition Assessment Document
GUID
Condition Assessment Short
Description
Condition Assessment Document
Audit and Inspection Data
Synonym Name
Database Links

4.8.1

Commission.ExtIdentifier

4.8.2
4.8.3
4.8.4
4.8.5
4.8.6
4.8.7
4.8.8

Commission.Provider
Commission.Date
Commission.Observation
Commission.Recommendation
Commission.DocumentExtIdentifier
Commission.DocumentName
Commission.Document

X
X

NES

Database Field Name:

4.9.1

Condition.ExtIdentifier

4.9.2
4.9.3
4.9.4
4.9.5
4.9.6
4.9.7
4.9.8
4.9.9
4.9.10
4.9.11
4.9.12
4.9.13
4.9.14

Component.InstallDate
Component.LifeExpectance
Component.Age
Component.LifeRemaining
Component.PurchaseCondition
Component.Condition
Component.ConditionCause
Component.LifeUsed
Condition.Observation
Condition.Recommendation
Condition.Provider
Condition.Date
Condition.DocumentExtIdentifier

4.9.15

Condition.DocumentName

4.9.16

Condition.Document

NES

Database Field Name:

X
X
X

Responsibility

Required
NC
EB

Format

Format

Format

Format

Responsibility

Required
NC
EB

Section 10: Equipment Data Matrix

GSA National Equipment Standard


www.gsa.gov/bim

Audit Primary Key


Audit and Inspection Data
Audit Type
Equipment Compliance
Compliance Regulations
Audit Observation
Audit Recommendation
Audit Provider
Audit Date
Audit Document GUID
Audit Short Description
Audit Document
Warranty
Synonym Name
Database Links
Warranty Primary Key
Warranty Data Fields
Warranty Number
Warranty Provider Name
Warranty Provider Contact
Information
Warranty Installer Name
Warranty Installer Contact
Information
Warranty Start Date
Warranty End Date
Extended Warranty Available
Extended Warranty Number
Extended Warranty Provider Name
Extended Warranty Start Date
Extended Warranty End Date
Substantial Completion Date
Warranty Document GUID
Warranty Short Description
Warranty Document

4.10.1

Audit.ExtIndentifier

4.10.2
4.10.3
4.10.4
4.10.5
4.10.6
4.10.7
4.10.8
4.10.9
4.10.10
4.10.11

Audit.Type
Audit.ComponentCompliance
Component.ComplianceRegulation
Audit.Observation
Audit.Recommendation
Audit.Provider
Audit.Date
Audit.DocumentExtIdentifier
Audit.DocumentExtIdentifier
Audit.Document

Responsibility

Required
NC
EB

NES

Database Field Name:

4.11.1

Warranty.ExtIdentifier

4.11.2
4.11.3
4.11.4

Warranty.Number
Warranty.ProviderName
Warranty.ProviderContact

X
X
X

4.11.5
4.11.6

Component.Installer
Component.InstallerContact

X
X

4.11.7
4.11.8
4.11.9
4.11.10
4.11.11
4.11.12
4.11.13
4.11.14

Warranty.StartDate
Warranty.EndDate
Warranty.ExtendStatus
Warranty.ExtendNumber
Warranty.ExtendProvider
Warranty.ExtendStartDate
WarrantyExtendEndDate
Warranty.SubstantialCompletion.Date

X
X
X
X
X
X
X
X

4.11.15
4.11.16
4.11.17

Warranty.DocumentExtIdentifier
Warranty.DocumentName
Warranty.Document

X
X
X

Format

Format

UFGS Data Packages


1,2,3,4,5

Section 10: Equipment Data Matrix

GSA National Equipment Standard


www.gsa.gov/bim

Extended Warranty Document


GUID
Extended Warranty Short
Description
Extended Warranty Document

Code and Regulations


Synonym Name
Federal Code and Regulation
Documents

4.11.18

ExtWarranty.DocumentExtIdentifier

4.11.19

ExtWarranty.DocumentName

4.11.20

ExtWarranty.Document

NES
4.13.1

Database Field Name:

Federal Code GUID


Federal Code Title
Federal Code Identification
Federal Code Description
Federal Code Governing Entity
Federal Code Document
State and Local Code and
Regulation Documents

4.13.1.1
4.13.1.2
4.13.1.3
4.13.1.4
4.13.1.5
4.13.1.6
4.13.2

FederalCode.ExtIdentifier
FederalCode.Title
FederalCode.ID
FederalCode.Description
FederalCode.Governance
FederalCode.Document

State Code GUID


State Code Title
State Code Identification
State Code Description
State Code Governing Entity
State Code Document
Industry Code and Regulation
Documents

4.13.2.1
4.13.2.2
4.13.2.3
4.13.2.4
4.13.2.5
4.13.2.6
4.13.3

StateCode.ExtIdentifier
StateCode.Title
StateCode.ID
StateCode.Description
StateCode.Governance
StateCode.Document

Industry Code GUID


Industry Code Title
Industry Code Identification
Industry Code Description
Industry Code Governing Entity
Industry Code Document

4.13.3.1
4.13.3.2
4.13.3.3
4.13.3.4
4.13.3.5
4.13.3.6

IndustryCode.ExtIdentifier
IndustryCode.Title
IndustryCode.ID
IndustryCode.Description
IndustryCode.Governance
IndustryCode.Document

Operations Documents
Synonym Name
Operating Documents
Normal Operation GUID

NES

Database Field Name:

4.12

Operation.DocumentExtIdentifier

UFGS Data Packages


1,2,3,4,5

Responsibility

Required
NC
EB

Format

Format

Responsibility

Required
NC
EB

Format

Format
UFGS Data Packages

Section 10: Equipment Data Matrix

GSA National Equipment Standard


www.gsa.gov/bim

2,3,4,5
Normal Operation Short Description
Normal Operation Document
Normal Operation Video
Operator Prestart Procedure GUID
Operator Prestart Procedure Short
Description

4.12
4.12
4.12
4.12
4.12

Operation.DocumentName
Operation.Document
Operation.Video
Prestart.DocumentExtIdentifier
Prestart.DocumentName

Operator Prestart Procedure


Document
Operator Prestart Procedure Video
Operator Startup Procedure GUID
Operator Startup Procedure Short
Description

4.12

Prestart.Document

4.12
4.12
4.12

Prestart.Video
Startup.DocumentExtIdentifier
Startup.DocumentName

Operator Startup Procedure


Document
Operator Startup Procedure Video
Operator Shutdown Procedure GUID
Operator Shutdown Procedure Short
Description

4.12

Startup.Document

4.12
4.12
4.12

Startup.Video
Shutdown.DocumentExtIdentifier
Shutdown.DocumentName

Operator Shutdown Procedure


Document
Operator Shutdown Procedure Video
Operator Post Shutdown Procedure
GUID
Operator Post Shutdown Procedure
Short Description

4.12

Shutdown.Document

4.12
4.12

Shutdown.Video
PostSD.DocumentExtIdentifier

4.12

PostSD.DocumentName

Operator Post Shutdown Procedure


Document

4.12

PostSD.Document

Operator Post Shutdown Procedure


Video
Emergency Operations GUID
Emergency Operations Short
Description
Emergency Operations Document
Emergency Operations Video

4.12

PostSD.Video

4.12
4.12

EmergOps.DocumentExtIdentifier
EmergOps.DocumentName

4.12
4.12

EmergOps.Document
EmergOps.Video

NES

Database Field Name:

Operations Documents
Synonym Name

UFGS Data Packages 3,4,5

UFGS Data Packages 3,4,5

UFGS Data Packages 3,4,5

UFGS Data Packages 3,4,5

UFGS Data Packages 3,4

Responsibility

Required
NC
EB

Format

Format

Section 10: Equipment Data Matrix

GSA National Equipment Standard


www.gsa.gov/bim

Maintenance and Troubleshooting


Documents
Wiring Control Diagrams GUID
Wiring Control Diagrams Short
Description

4.12
4.12

Wiring.DocumentExtIdentifier
Wiring.DocumentName

Wiring Control Diagrams Document


Wiring Control Diagrams Video
Removal and replacement instructions
GUID

4.12
4.12
4.12

Wiring.Document
Wiring.Video
Replacement.DocumentExtIdentifier

Removal and Replacement


Instructions Short Description

4.12

Replacment.DocumentName

Removal and Replacement


Instructions Document

4.12

Replacment.Document

Removal and Replacement


Instructions Video

4.12

Replacment.Video

Cleaning Requirements GUID

4.12

Cleaning.DocumentExtIdentifier

Cleaning Requirements Short


Description
Cleaning Requirements Document
Cleaning Requirements Video
Lubrication Data GUID
Lubrication Data Short Description
Lubrication Data Document
Lubrication Data Video
Spare Parts List GUID

4.12

Cleaning.DocumentName

4.12
4.12
4.12
4.12
4.12
4.12
4.12

Cleaning.Document
Cleaning.Video
Lubrication.DocumentExtIdentifier
Lubrication.DocumentName
Lubrication.Document
Lubrication.Video
Parts.DocumentExtIdentifier

Spare Parts List Short Description


Spare Parts List Document
Spare Parts List Video
Special Tools List GUID
Special Tools List Short Description
Special Tools List Document
Special Tools List Video

4.12
4.12
4.12
4.12
4.12
4.12
4.12

Parts.DocumentName
Parts.Document
Parts.Video
Tools.DocumentExtIdentifier
Operation.DocumentName
Operation.Document
Operation.Video

Operations Documents
Synonym Name
Troubleshooting Guide GUID

NES
4.12

Database Field Name:


Troubleshoot.DocumentExtIdentifier

UFGS Data Packages 3,4,5

UFGS Data Packages


2,3,4,5

UFGS Data Packages


1,2,3,4

UFGS Data Packages 2,3,4

UFGS Data Packages


1,2,3,4,5

X
X

Responsibility

Required
NC
EB

Format

Format
UFGS Data Packages

Section 10: Equipment Data Matrix

GSA National Equipment Standard


www.gsa.gov/bim

3,4,5
Troubleshooting Guide Short
Description
Troubleshooting Guide Document
Troubleshooting Guide Video
Product Cut Sheet GUID

4.12

Tools.DocumentName

4.12
4.12
4.12

Tools.Document
Tools.Video
Product.DocumentExtIdentifier

Product Cut Sheet Short Description


Product Cut Sheet Document
Certificate GUID
Certificate Date
Certificate Short Description
Certificate Document

4.12
4.12
4.12
4.12
4.12
4.12

Product.DocumentName
Product.Document
Certificate.DocumentExtIdentifier
Certificate.DocumentName
Certificate.Document
Certificate.Video

Training Documents
Training Materials GUID
Training Materials Short Description
Training Materials Document
Training Materials Video
Operations Documents
Synonym Name
Condition Documents
Environmental Conditions GUID

4.12
4.12
4.12
4.12

UFGS Data Packages


3,4,5

X
X

Training.DocumentExtIdentifier
Training.DocumentName
Training.Document
Training.Video

Responsibility

Required
NC
EB

NES

Database Field Name:

4.12

Environment.DocumentExtIdentifier

Environmental Conditions Short


Description

4.12

Environment.DocumentName

Environmental Conditions Document


Environmental Conditions Video
Hazardous Material GUID
Hazardous Material Short Description
MSDS Data Sheet Document
Safety Precautions GUID

4.12
4.12
4.12
4.12
4.12
4.12

Environment.Document
Environment.Video
Hazard.DocumentExtIdentifier
Hazard.DocumentName
Hazard.Document
Safety.DocumentExtIdentifier

Safety Precautions Short Description


Safety Precaution Document

4.12
4.12

Safety.DocumentName
Safety.Document

X
X

Format

Format
UFGS Data Packages
2,3,4,5

UFGS Data Packages


1,2,3,4,5

Section 10: Equipment Data Matrix

GSA National Equipment Standard


www.gsa.gov/bim

References

OmniClassTM (http://www.omniclass.org/)
National CAD Standards (http://www.buildingsmartalliance.org/index.php/ncs/)
National BIM Standard TM (http://www.buildingsmartalliance.org/index.php/nbims/)
Construction
Operations
Building
Information
Exchange TM
(http://www.wbdg.org/resources/cobie.php)
Whole Building Design Guide (http://www.wbdg.org/)
Operations & Maintenance, Energy Efficiency and Renewable Energy, Federal Energy Management
Program, Department of Energy (http://www1.eere.energy.gov/femp/operations_maintenance/)
Financial Impact and Analysis of Equipment Inventories, Robert Keady, Facilities Engineering
Journal by the Association for Facilities Engineering, Part 1, Nov/Dec 2009
(http://digital.bnpmedia.com/publication/?i=24865),
Part
2,
Jan/Feb
2010
(http://digitaladmin.bnpmedia.com/publication/?i=29138)

References

186

GSA National Equipment Standard


www.gsa.gov/bim

Acknowledgements
The development of this guidance has been a collaborative effort among a cadre of very
knowledgeable consultants, working with a number of PBS associates in the Office of Design and
Construction, Office of Facility Management and Services Programs, and GSA regional associates.
Contributors are listed below:
GSA PBS Central Office:

Charles Matta, FAIA


Director, Strategic Program Resources
Office of Design and Construction
Peggy Yee, Ph.D.
Program Expert, Strategic Program Resources
Office of Design and Construction
Jim Mullins
Lead Building Management Specialist
Office of Facility Management and Services Programs
David L. Gray, CFM
Office of Facility Management and Services Program
Smart Buildings Specialist
Cameron Schow
Building Management Specialist
Office of Facility Management and Services Programs
Carolyn Adelsten
Business Process Improvement Division(PGB)
Program Analyst

GSA PBS Regional Associates

Michael J. Stec
Building Operations and Tenant Services
Branch Chief
Region 01

John P. McDonald
Building Operations & Tenant Services Branch
Building Management Specialist
Region 01
Joel M. Dunbar, QCxP
Building Operations Tenant Services Branch
Building Management Specialist
Region 01
Robert A. Granato
Design and Construction Division
Branch Chief
Region 02
Ilana Hellmann, LEED
Design and Construction Division
Engineer
Region 02
Terrence L. Rollins, MBA, CEM, CPMM, CSDP
Newark Field Office
Building Management Specialist
Region 02
Matthew J. Waychoff
Operations Support Staff
Computer Integrated Facilities Manager
Region 03

acknowledgements

187

GSA National Equipment Standard


www.gsa.gov/bim

Stephen Devito
Project Management Division
Project Technology Specilaist
Region 03
Brandon J. Bolstad
Design & Construction Division
Project Technology Specialist
Region 03
Kenric Lanier
Operations and Maintenance Branch
Branch Chief
Region 04
Kenneth R. Burrell, RPA
Lead Building Management Specialist
Region 04
Jason P. Evanco
Architectural Section
Civil Engineer
Region 04
Mandy N. Yeomans
Architectural Section
Program Manager
Region 04
Richard Gee
Professional Services Division
Architect
Region 05
Francisco J. Torres
Facilities Management Services & Programs
Program Analyst
Region 05

Amanda M. Zansitis
Energy and Sustainability Branch
Engineer
Region 05
Kevin W. Santee
Tenant Services Branch
Branch Chief
Region 06
John L. Brumley
Planning and Support Branch
Program Specialist BIM
Region 06
William Reger
Tenant Services Branch
Buildings Management Specialist
Region 06
Keith G. Jorgensen
Tenant Services Branch
Equipment Specialist
Region 06
Gene E. Ramirez
Building Operations & Security Branch
Facility Engineer
Region 06
Guy T. Lunay
Building Operations Support Branch
Branch Chief
Region 07
Dan Lewis, CEM
Building Operations Support Branch
CMMS Coordinator
Region 07

acknowledgements

188

GSA National Equipment Standard


www.gsa.gov/bim

Jana A. Faris
Denver Federal Center Service Center Division
Lead Building Management Specialist
Region 08
Charles E. Turman
Colorado Property Management Center
Buildings Management Specialist
Region 08
Arlene R. Graham
Office of the Chief Architect
Program Manager
Region 08
Mark Levi
Energy & Sustainability Branch
Energy Manager
Region 09 Pacific Rim Region
Earle Murphy
Document and Web Management Branch
Regional SDM Coordinator (Contractor)
Region 09
Story Swett
Property Development Division
Regional Chief Architect
Region 10
Donna L. Twinam
Facilities Management Services & Programs Division
Deputy Director
Region 11

Roger D. Mason
Operations and Maintenance
Branch Chief
Region 11
Jeff Garrett
Operations Branch
Branch Chief
Region 11
Terry B. Forline, PMP
Business Solutions Branch
Program Manager
Region 11
Kevin Luk
Organizational Resources Division
Senior Information Technology Specialist
Region 11
Sam Wu
Principle Software Architect (Contractor)
Qinetiq North America
Region 11
Christie-Anne Edie
White House Service Center
Program Analyst
Region 11
Robert A. Keady Jr. CEM, FMP
Operations Branch
Building Management Specialist
Chairman and Author, National Equipment Standard
Region 11

acknowledgements

189

GSA National Equipment Standard


www.gsa.gov/bim

GSA Consultants

Calvin Kam, Ph.D.


Senior Program Expert, Strategic Program Resources
Office of Design and Construction
William Brodt
Chair, Facility Maintenance and Operations Committee
National Institute of Building Sciences
Kristine K. Fallon, FAIA
President
Kristine Fallon Associates, Inc.

Naila L. Crawford
Consultant

Kristine Fallon Associates, Inc.


Roger Grant
Senior Consultant
Construction Specification Institute

acknowledgements

190

GSA National Equipment Standard


www.gsa.gov/bim

For further information about this GSA BIM Guide Series: 08 BIM Guide for Facility Management or to submit comments or
questions, please visit the National 3D-4D-BIM webpage at http://www.gsa.gov/bim or contact:
The National 3D-4D-BIM Program
Office of Design and Construction
Public Buildings Service
U.S. General Services Administration
1800 F Street NW Suite 3300
Washington, DC 20405

191

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