Washington's Clean Buildings Performance Standard and Refrigerant Management Program have added new requirements for inventory data related to building systems and components. These requirements have stimulated a need to expand upon existing fixed asset data inventories in Megamation DirectLine, including either updates to or adding new data for existing entries.

This data includes details specific to Clean Buildings compliance processes for each building, along with installation dates, expected useful life, Uniformat coding, and other details for relevant building system components (see highlighted fields in the image below). Most databases also require cleanup of some historical data such as status codes and class names. 

Since manual updates of data records in DirectLine is onerous and time intensive, Megamation and the State Board have developed a process to enable and facilitate bulk updates of existing data, and a similar data collection and bulk upload process for new asset inventory data.

This process involves working with bulk data (either extracted or newly collected) within a spreadsheet template to identify and filter all required data fields and facilitate updating each relevant record. The finished update may then be uploaded in bulk to update the college's entire O&M inventory.

1. Identify your internal team to manage the update process.
2. Reach out to Scott Morgan at the State Board to get started.
   1. Megamation will run a current fixed asset inventory extract.
   2. That inventory will be mapped to the new inventory requirements and filtered to identify missing data.
3. Scott will then work with the college team to clean up bite-sized chunks of the complete inventory until all records have been updated.
4. The college team will review the final data collection spreadsheet then pass it on to Megamation for a bulk upload.