CONSTRUCTION-OPERATIONS INFORMATION EXCHANGE (COBIE)

CONSTRUCTION-OPERATIONS INFORMATION EXCHANGE (COBIE) spreadsheet demonstration January 2008

14-Jan-08 AGENDA The one thing 2 Spreadsheet design concepts Worksheet groups and data entry

14-Jan-08 AGENDA The one one thing 3 Spreadsheet design concepts Worksheet groups and data entry

THE ONE THING 14-Jan-08 Enter in order: design, construction, commissioning Work from front to back of spreadsheet Data can be picked from a list once entered 4

14-Jan-08 AGENDA 5 The one thing Spreadsheet design concepts Worksheet groups and data entry

14-Jan-08 WORKSHEET DESIGN 6 must enter/select data may contain data, if needed may contain data, if specified referenced data, if needed Formula, do not change

ID YELLOW FIELDS IN COLUMN A Column A gives exported data it s unique identification number or primary key. Do not change it 14-Jan-08 7

OMNICLASS CATEGORY YELLOW LISTS 14-Jan-08 Enter all data first, then review OmniClass Codes on last worksheet, Then select values (copy to similar rows) 8

2.4 EXTERNAL REFERENCES PURPLE FIELDS 14-Jan-08 Reference columns used if needed to link the data to external contractor (or COBIE) data 9

14-Jan-08 2.5 REQUIRED YELLOW FIELDS For each row you enter, ALL yellow columns must have data. 10 Blanks do not export correctly

14-Jan-08 2.6 REQUIRED YELLOW FIELDS: MISSING DATA? If you don t know or don t have the data, enter 11 n/a.

14-Jan-08 2.7 OPTIONAL GREEN FIELDS you are required to enter optional green column data as directed by contract 12

14-Jan-08 2.8 USER ATTRIBUTION All data rows must identify who entered data, date and time 13

2.9 CHANGE MANAGEMENT Pick previous row ID from list and option for withdrawn Once transmitted previous data rows may only be REPLACED! 14 14-Jan-08

14-Jan-08 2.10 WORKSHEET DONT S 15 Don t change or delete color codes Don t delete rows, leave them blank Adding rows requires Excel formula use Don t change existing formulas Don t change the pick lists

14-Jan-08 AGENDA 16 The one thing Spreadsheet design concepts Worksheet groups and data entry

14-Jan-08 USER & CONTACTS WORKSHEETS 17 All users who enter data Company names/ addresses Information used on ALL other worksheets Enter before other data to use pick lists

14-Jan-08 01-CONTACT - BLANK 18

01-CONTACT WITH DATA Select OmniClass list item after entering many as many contacts has you will have. Cut/paste codes rather than picking each individual item! In general, if you enter optional data for one row, it will be expected to be entered for all other rows. If required data is not available or not applicable enter n/a as shown 19 14-Jan-08

14-Jan-08 01-CONTACT WITH DATA In this example, some offices have P.O. Boxes others don t. 20

(02-04) BUILDING LAYOUT WORKSHEETS 14-Jan-08 21

14-Jan-08 ENTER BUILDING(S) NAME(S) 22

14-Jan-08 02-FACILITY - BLANK 23

02-FACILITY WITH BUILDING NAME 14-Jan-08 Only one building, then only one row Pick your name from the list Automatic, No action required Pick list for later sheets 24

14-Jan-08 ENTER FLOOR NAME(S) 25

03-FLOOR - BLANK 14-Jan-08 Required data: ID (auto-generated) Facility (picked from 02-facility list) Name of floor (only required data to type) Your name (picked from 01-contact list) 26

03-FLOOR WITH FLOOR NAMES 14-Jan-08 Pick Facility ID from the list One row for each floor, include roof as separate level All numerical values are listed, units become required fields! In general, if optional row is provided, should be used for all rows. Problem is with excel export not showing columns rows 27

14-Jan-08 ENTER ALL SPACE NAMES 28

SELECT SPACE FUNCTION FROM OMNICLASS 14-Jan-08 Engineering Research and Development Center (c) 2007 29

04-SPACE - BLANK 14-Jan-08 Required data: ID (auto-generated) Floor (picked from 03-floor list) Name of space, i.e. room number (for you to type in) Your name (picked from 01-contact list) 30

04-SPACE CIRCULATION ZONES? 14-Jan-08 Space name list created at end of worksheet with ID and space name. Pick list of all space ID s and names listed in the worksheet. Easiest to enter zones at top, else enter all spaces, then go back and assign zones later. Name zones before all other spaces at the top of the worksheet Add individual room, pick zone from the list 31

04-SPACE WITH DATA 14-Jan-08 Add all spaces on the same floor together. Copy and paste to applicable spaces Enter all spaces, then go back and select, copy, paste for all related spaces Enter room number. Optional room name is recommended, if available. 32

14-Jan-08 33 BUILDING SERVICES WORKSHEETS

05-SYSTEM - BLANK 14-Jan-08 Enter 1 top level for each service HVAC, electrical, plumbing, wastewater, structural Enter zones as sub-service elements as-relevant HVAC Zone 1, Distribution area 34

05-SYSTEM WITH DATA 14-Jan-08 Best to add all top-level systems If multiple buildings do each building separately Systems are buildingspecific pick the building and copy/paste to all Add all named systems, then come back and select, then copy/paste omniclass codes Example of HVAC System and the Ventilation subsystem. start with this column, entering system names, zones, and then system subcomponents. 35

ENTER PRODUCT TYPES TO BE INSTALLED 14-Jan-08 Engineering Research and Development Center (c) 2007 36

ENTER PRODUCT TYPES TO BE INSTALLED 14-Jan-08 Engineering Research and Development Center (c) 2007 37

06-REGISTER - BLANK 14-Jan-08 submittal register = catalog of stuff in the building The focal point of integration between designers and builders 38

06-REGISTER BLANK Product type from OmniClass RegisterType There MUST be a minimum of one Product Data item for each material, product, or equipment installed If the product is named by the designer, e.g. AHU-01, or tagged by the contractor, e.g. VALVE 3, do not include space list, otherwise list all rooms where Product Data items can be found. No tagging of other submittals needed. If a product is part of a system, so identify. If multiple systems, then list the ID numbers of these systems in a comma-delimited list Tag all relevant submittals, e.g. product classes as well as testing reports, etc 39 14-Jan-08

06-REGISTER SUBMITTAL LIST FIRST 14-Jan-08 Go through each spec section and enter the submittal, submittal type, and spec sections first, then go back to categorize items. Note that there will be multiple rows for submittals w/different types for example product data, mix design, test report 40

06-REGISTER SUBMITTAL TYPES/SYSTEM Find item in OmniClass then copy and past to all similar items. Identification of fixed or movable item RegisterType 41 14-Jan-08 There MUST be a minimum of one Product Data item for each material, product, or equipment installed Unless otherwise noted these will be identified as Contractor Certified submittals

14-Jan-08 Engineering Research and Development Center (c) 2007 LIST ALL NAMED ITEMS (TYP. EQUIPMENT) EF-01 42 FCU-02

07-COMPONENT BLANK 14-Jan-08 List all named equipment and types AHU-1, PUMP5, etc ANYthing that has it s own serial number contractor required to report the serial numbers, location of each item in existing contracts 43

07-COMPONENT 14-Jan-08 Pick the space where the item is placed Select the product type listed in the register, copy to all instances List each named piece of equipment first 44

14-Jan-08 APPROVED SUBMITTAL WORKSHEETS VIRTUALLY ALL DATA PROVIDED BY MFGS AND FABRICATORS ALREADY EXISTS ON MFGS WEB SITE 45

11-DOCUMENT - BLANK Catalog of all attached documents Provide documents as-is from mfgs. Manually separating documents not reqd. 14-Jan-08 46

14-Jan-08 11-DOCUMENT EXAMPLE Human-readable name of document 47 Where on the CD is the document located? Omit drive letter!

11-DOCUMENT - EXAMPLE 14-Jan-08 File name with extension 3 letter file type PDF & JPG typical native files should be accompanied by 3-D PDF 48

INSTALLED EQUIPMENT WORKSHEETS What was actually installed Who can fix it? Where can I get parts for it? Does it need lubricants? 14-Jan-08 49

14-Jan-08 Make, model, and serial number 14-INSTALLATION BLANK Direct from component worksheet 50 AND Tagged products

14-INSTALLATION EXAMPLE 14-Jan-08 Directly from component worksheet mandatory for components blank for tagged items Directly from component worksheet List of product type name for tagged items 51

14-Jan-08 14-INSTALLATION EXAMPLE AND Tagged products 52 Directly from component worksheet Make, model, and serial number

14-Jan-08 15-MANUAL BLANK A link between register and document Typical of many worksheets to follow 53

15-MANUAL EXAMPLE 14-Jan-08 Selected from document worksheet Identify ALL register items to which this manual applies Copied from document worksheet A comma delimited list 54

14-Jan-08 16-WARRANTY BLANK A link between register and document 55 2 new items Guarantor Start/end dates

14-Jan-08 16-WARRANTY EXAMPLE List of companies that hold warranty 56

14-Jan-08 16-WARRANTY EXAMPLE Warranty dates 57

14-Jan-08 17-SPARE BLANK A link between register and document 58 2 new items provider type of parts

14-Jan-08 17-SPARE What is it? 59 Who has it?

COMMISSIONING WORKSHEETS Multiple types of links between documents on the CD and the function of those documents. Use mfgs, test, and certifiers documents Typically PDF and JPG format 14-Jan-08 60

14-Jan-08 18-INSTRUCTION BLANK A link between register and document 61 Data already appears in other worksheets

14-Jan-08 18-INSTRUCTION EXAMPLE 62 REQD: where to apply this document Already existing data

14-Jan-08 A link between register and document Data already appears in other worksheets 19-TEST BLANK 63

14-Jan-08 19-TEST EXAMPLE 64 Already existing data REQD: where to apply this document

14-Jan-08 20-CERTIFICATION BLANK A link between register and document 65 Data already appears in other worksheets

14-Jan-08 20-CERTIFICATION EXAMPLE 66 REQD: where to apply this document Already existing data

RESOURCE WORKSHEETS Register (equipment types) Components (named equipment) PM Safety etc... Materials Tools Training Anything special needed before you start work? Material Tools Equipment All worksheets formatted the same way 14-Jan-08 67

14-Jan-08 21-MATERIAL BLANK 68

21-MATERIAL EXAMPLE 14-Jan-08 REQD: where is it described? to what does it apply? What is it? 69

14-Jan-08 22-TOOL BLANK 70

14-Jan-08 22-TOOL 71 REQD: where is it described? to what does it apply? What is it?

14-Jan-08 23-TRAINING BLANK 72

23-TRAINING 14-Jan-08 REQD: where is it described? to what does it apply? What is it? 73

JOB PLAN WORKSHEETS Register (equipment types) Components (named equipment) PM Safety etc... Materials Tools Training O&M data Split into multiple types to make it easy for operators to review All worksheets in the same format Link to mfg docs now include actual schedules from mfgs. future 14-Jan-08 74

14-Jan-08 24-PM BLANK 75

24-PM EXAMPLE What is to be done? REQD: where is it described? to what does it apply? 76 14-Jan-08

14-Jan-08 24 - PM EXAMPLE What is to be done? 77

14-Jan-08 25-SAFETY BLANK 78

14-Jan-08 26-TROUBLE BLANK 79

14-Jan-08 27-STARTUP BLANK 80

14-Jan-08 28-SHUTDOWN BLANK 81

14-Jan-08 29-EMERGENCY BLANK 82

14-Jan-08 AGENDA The one thing 83 Spreadsheet design concepts Worksheet groups and data entry

THE ONE THING 14-Jan-08 Enter in order: design, construction, commissioning Work from front to back of spreadsheet Data can be picked from a list once entered 84

DESIGN DATA Facility Floor Space System Register Component Identification of facility(ies) referenced in a file Description of vertical levels Spaces referenced in a project Systems referenced in a project Material/equipment/etc. catalog (submittal register) Individually named materials and equipment 85

CONSTRUCTION DATA Installation Manual Warranty Spare Instruction Test Certification Location and serial no. of installed components Instruction manuals for sets of/or components Warranty information for sets of/or components Spare/parts reordering info for sets of/or components Installation/operating instructions System/component test results Installation certifications 86

COMMISSIONING DATA PM Safety Trouble Start Up Shut Down Emergency Material Tool Training Identifies specific PM tasks and frequency Identifies required safety tasks Maintenance trouble shooting procedures Start up procedures Shut down procedures Emergency operating procedures Special materials needed for a given Job Plan Task Special tools needed for a given Job Plan Task Special training needed for a given Job Plan Task 87

14-Jan-08 COBIE STREAMLINING DATA EXCHANGE REDUCING HANDOVER COST 88

14-Jan-08 For more information please visit 89 http://www.wbdg.org/resources/cobie.php