Equipment nameplate data matrix overview

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Each contractor will provide as-installed specific product nameplate data, product numbers, serial numbers, and other information required to fully define the asset for the owner’s use in maintenance management and asset tracking for the equipment and systems supplied by this contractor. This information needs to be electronically entered on the workbook provided below and shared with the contractor by the commissioning authority (CxA). 

Instructions

  1. Download the template [1].
  2. Review the FYR-SYSTEMS & EQUIP tab on the template. This information is needed to accurately assign the equipment to and Asset Group type.
  3. Review the FYR-EXAMPLE-EQUIPMENT DATA tab on the workbook.
  4. How to fill out the MEP EQUIPMENT LIST TEMPLATE (“Instructions” tab on the workbook):

    Minimum nameplate data content includes the following, as applicable:

    • Column B (Equip No): Enter the sequential number for the Asset Group equipment, starting with 001.
    • Column E (Equipment Description/Area Served/Type): Enter the informant for equipment.
    • Column G (Drawing): Enter the drawing number.
    • Column H (Asset Group): Use the pulldown pick list or type in the Asset Group assignment for the equipment being. Refer to the SYSTEMS & EQUIP tab on the template.
    • Column N (Building ID): Obtain from the Yale project manager for the building ID number. Enter the number for each record.
    • Column O (Room No): Enter the room number from the assignment drawings.
    • Column R (Manufacture): Enter the manufacturer information.
    • Column T (MFR Part Number): Enter the part number.
    • Column U (Serial No): Enter the serial number.
    • Column Y (Equipment Details/Area Served): Enter additional details not included in column E.
    • Column DP (Floor): Enter the floor number from the assignment drawings.
    • Column DQ (Model No): Enter the equipment model number.
    • Columns DR through DY: Automatic Door Closer Card Reader#, Permit No, Capacity, Speed, Phone No, Filter Size, Date Filter Replaced, Service Note.
    • Columns DZ through ER: Used for the commissioning agent.
    • Column ES (Acquisition date): Enter the acquisition date.
    • Column ET (Submittal No and Link): Enter the submittal number.
    • Column EU (Purchase Spec (CSI Section): Enter the specification reference number.
    • Column EV (Vendor name & contact): Enter the vendor information.
    • Column EW (Warranty end Date): Enter the end date.
    • Column EX (Yale PCS Proj No): Obtain from the Yale project manager. Enter the number for each record.
       
  5. Contractors will upload a record submittal for each piece of equipment, or component, to the project portal (i.e. Procore, Yale Box) with a submission of the completed spreadsheet. The record submittals must include the equipment(s) or component(s) name within the file name.
  6. Contractors will provide equipment nameplate data for all fire protection, plumbing, HVAC, and electrical systems as well as equipment and components. Additionally, nameplate data shall be provided for the autoclaves, automatic door closers, chair lifts, cold rooms, dock lifts, drinking fountains, dumb waiters, elevators, fume hoods, and irrigation systems.
  7. Fill out the REMOVED EQUIPMENT LIST tab within the workbook.
  8. Submit periodic drafts to Facilities Operations team at Yale for review and progress check-in via carlos.mercado@yale.edu [2].
  9. Tag university identified assets with Yale-supplied QR codes/labels.
  10. Take photos of equipment with Yale-supplied QR codes/labels.
  11. As part of this process, contractors will also need to fill out and submit a building management system occupancy schedule [3].