Estate Data Tool Guidance Notes · 2017. 8. 31. · 1 Estate Data Tool Guidance Notes 1....

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1 Estate Data Tool Guidance Notes 1. Introduction 1.1.1 This document has been prepared by Directorate of Estate Planning and Upkeep in collaboration with Directorate of Data and Information Governance, both in Defence Support Operations, to provide information on the structure and operation of the Estate Data Tool. 1.1.2 The Estate Data Tool is an excel spreadsheet used for providing data to describes items on the Defence Estate including Properties, Buildings, Land Spaces, Infrastructure and Equipment. It can be used for providing details on new items for creation of new records on the IBIS, the Defence Estate Information System, and for modifying existing records on IBIS. The tool is provided by DSRG to facilitate the provision of Defence estate data from various sources including Capital Works projects, Estate Works projects, consultancies and other data updates in a format for upload to IBIS. 1.1.3 In order for Defence to keep up to date records of the estate, updates are to be provided in a form that allows upload of data to the Defence Estate Information System, currently IBIS (Interim Business Intelligence System). 1.1.4 IBIS is structured to record estate information according to the estate classifications and applicable attributes as defined in the Defence Estate Data Dictionary (more commonly known as the Estate Register Information Model, hereafter referred to as ERIM). Accordingly descriptions of all new items on the estate and updates to existing items must comply with the data structure in IBIS. The Estate Data Tool provides a method for supply of estate data that complies with the Defence Estate Data Dictionary. 2. Estate Data Structure 2.1 Estate Register Information Model 2.1.1 The Estate Register Information Model (ERIM) defines a classification model for categorising all elements on the Defence Estate. Estate Class is used to identify the required attributes for the item and its technical and regulatory requirements. Each attribute has an attribute identifier. In many cases, data entry is controlled by a Value List that specifies the range of valid entries for that attribute. 2.1.2 The Estate Data Tool provides the ability to update attributes of an item. The applicability of attributes is determined by Estate Class and the specific record to be updated is identified by its unique Estate Identifier. 2.2 Estate Classifications 2.2.1 All items on the Defence estate are classified by Estate Class. A four level classification model is used to define Estate Class. Estate Class has been determined by definitions used in applicable legislation and some specific requirements for classifying Defence items such as military training facilities, training ranges and target equipment.

Transcript of Estate Data Tool Guidance Notes · 2017. 8. 31. · 1 Estate Data Tool Guidance Notes 1....

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Estate Data Tool Guidance Notes

1. Introduction 1.1.1 This document has been prepared by Directorate of Estate Planning and Upkeep in

collaboration with Directorate of Data and Information Governance, both in Defence Support Operations, to provide information on the structure and operation of the Estate Data Tool.

1.1.2 The Estate Data Tool is an excel spreadsheet used for providing data to describes items on the Defence Estate including Properties, Buildings, Land Spaces, Infrastructure and Equipment. It can be used for providing details on new items for creation of new records on the IBIS, the Defence Estate Information System, and for modifying existing records on IBIS. The tool is provided by DSRG to facilitate the provision of Defence estate data from various sources including Capital Works projects, Estate Works projects, consultancies and other data updates in a format for upload to IBIS.

1.1.3 In order for Defence to keep up to date records of the estate, updates are to be provided in a form that allows upload of data to the Defence Estate Information System, currently IBIS (Interim Business Intelligence System).

1.1.4 IBIS is structured to record estate information according to the estate classifications and applicable attributes as defined in the Defence Estate Data Dictionary (more commonly known as the Estate Register Information Model, hereafter referred to as ERIM). Accordingly descriptions of all new items on the estate and updates to existing items must comply with the data structure in IBIS. The Estate Data Tool provides a method for supply of estate data that complies with the Defence Estate Data Dictionary.

2. Estate Data Structure

2.1 Estate Register Information Model

2.1.1 The Estate Register Information Model (ERIM) defines a classification model for categorising all elements on the Defence Estate. Estate Class is used to identify the required attributes for the item and its technical and regulatory requirements. Each attribute has an attribute identifier. In many cases, data entry is controlled by a Value List that specifies the range of valid entries for that attribute.

2.1.2 The Estate Data Tool provides the ability to update attributes of an item. The applicability of attributes is determined by Estate Class and the specific record to be updated is identified by its unique Estate Identifier.

2.2 Estate Classifications

2.2.1 All items on the Defence estate are classified by Estate Class. A four level classification model is used to define Estate Class. Estate Class has been determined by definitions used in applicable legislation and some specific requirements for classifying Defence items such as military training facilities, training ranges and target equipment.

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2.2.2 Estate class classifications have been applied to existing Defence Estate data, covering the following key estate classifications (Estate Class 1).

Property

Land Space

Building

Levels

Spaces

Infrastructure System

Infrastructure

Equipment System

Equipment

Hazard

2.2.3 Estate Class 2, Estate Class 3 and Estate Class 4 classifications indicate the hierarchy within the overall estate class system. In total there are over 1000 Estate Classes, each with a unique Estate Class Identifier (Estate Class Id) that typically comprises four parts according to a four-level Estate Class hierarchy. Examples are shown in Table 1 below.

Estate Class Id Estate Class 1 Estate Class 2 Estate Class 3 Estate Class 4 B.10a.13 Building BCA 10a Non-Habitable Store <not used>

L.GF Level Ground Floor <not used> <not used>

S.30 Space First Aid Room <not used> <not used>

LS.Ta.Tm Land Space Training Area and Sector Template Area <not used>

ES.El.D Equipment System Electrical Distribution <not used>

E.HV.02.11 Equipment HVAC Distribution Fire Damper

E.R.03.05 Equipment Live Fire Target Equipment Target Mechanism Target Frame

IS.Hy.WS Infrastructure System Hydraulic Water Supply <not used>

I.D.02.02 Infrastructure Detached Outdoor Structure

General Structure Flag Pole

Table 1: Example Estate Classes

2.2.4 Each estate class is defined by a set of applicable attributes (fields in the database) that describe specific aspects of the item. The Defence Estate Data Dictionary defines applicable attributes for each Estate Class. Each attribute has a unique attribute identifier to provide an efficient method for referencing attributes.

2.2.5 Many attributes are common such as 1020 Asset Name and 1012 Physical Parent (location). Others are more specific to applicable Estate Classes only. By example 2025 Height applies only to building-related Estate Classes and some infrastructure items such as flagpoles and masts. In many cases, the attribute is controlled by a drop down list that defines the range of valid entries allowable by the Defence Estate Data Dictionary.

2.2.6 More information on the Defence Estate Data Dictionary is provided at the Estate Information page of the Defence Estate Quality Management System (DEQMS) site at www.defence.gov.au/estatemanagement/lifecycle/EstateUpkeep/EstateInformation.asp.

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2.3 Data Relationships

2.3.1 Defence estate data uses two methods for defining the relationships between items on the estate. Physical relationships that define the physical location of the item and functional relationships that define links between items and a common functional outcome for a system or facility.

2.3.2 These relationships are a key element in recording estate data using the Estate Data Tool.

Physical Relationship

2.3.3 The physical relationship represents the location of a child item on the estate. Attribute 1014 Physical Parent Type is populated with the Estate Class 1 descriptor of the physical parent and attribute 1012 Physical Parent is populated with the Estate Identifier of the parent location for the item. Expected relationships in the data are shown in Table 2.

Estate Item Estate Class 1

1014 Physical Parent Types

1012 Physical Parent

Space Level Estate Id of the parent Level

Level Building Estate Id of the parent Building

Building Property Estate Id of the parent Property

Equipment Building or Property or Infrastructure

Estate Id of the parent Building Estate Id of the parent Property Estate Id of the parent Infrastructure

Equipment System Building or Property or Infrastructure

Estate Id of the parent Building Estate Id of the parent Property Estate Id of the parent Infrastructure

Land Space Property Estate Id of the parent Property

Infrastructure Property or Building

Estate Id of the parent Property Estate Id of the parent Building

Infrastructure System Property Estate Id of the parent Property

Hazard Building or Property or Infrastructure or Equipment

Estate Id of the parent Building Estate Id of the parent Property Estate Id of the parent Infrastructure Estate Id of the parent Equipment

Table 2: Physical Relationships in Estate Data

2.3.4 Every item on the Defence estate must have a physical parent, to ensure its location is known. Data records without a physical parent cannot be located or managed.

2.3.5 Attachment A provides more detailed examples of the Physical Parent Types expected for selected Estate Classes. The ERIM describes these relationships for all estate classes, on the Estate Classes tab.

Functional Relationships

2.3.6 The functional relationship shows the link between an item and a common functional parent, such as a system or facility. Functional systems are used to define a grouping of items that together deliver a common function. Attribute 1013 Functional Parent Type is populated with the Estate Class 1 descriptor of the function parent and attribute 1011 Functional Parent is populated with the Estate Identifier of the parent functional item (system or facility). Examples are shown in table 3.

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Estate Item 1013 Functional Parent Types 1011 Functional Parent

Equipment Equipment System or Infrastructure System

Estate Id of the parent Equipment System Estate Id of the parent Infrastructure System

Equipment System Infrastructure or Infrastructure System

Estate Id of the parent Infrastructure Estate Id of the parent Infrastructure System

Infrastructure Infrastructure System Estate Id of the parent Infrastructure System

Table 3: Example Functional Relationships in Estate Data

2.3.7 Not all items on the Defence estate require a functional parent. Only selected Equipments, Equipment Systems and Infrastructure items perform within a common functional system or facility. The ERIM also identifies those Estate Classes for which there is a mandatory requirement for a functional parent. This is to ensure the data supports appropriate functional representation of the estate and to provide the link to the maintenance requirements specified for the functional parent and all of its child items.

2.3.8 Attachment B shows the expected relationship between functional parent estate classes and child estate classes as defined in the ERIM. Also shown are those child Estate Classes that require a corresponding functional parent. By example for ES.Hy.CW Equipment System – Hydraulic – Cold Water, a cold water pump E.Hy.01.05 : Equipment – Hydraulic – Delivery – Pump must have a functional parent Equipment System ES.Hy.CW. This means that every instances of E.Hy.01.05 is expected to have a corresponding functional parent.

Data Relationships In The Estate Data Record

2.3.9 Every record in the estate data includes 1012 Physical Parent, 1014 Physical Parent Type and only those estate classes that contribute to a common functional system or facility have the 1011 Functional Parent and 1013 Functional Parent Type attributes.

2.3.10 The diagram at Attachment C shows the linkages between records for an item of Equipment located in a Building on a known Level and a known Space, that operates within an Equipment System located in the same Building. Where an Equipment item is located in a Building, but the Level and/or Space location is not known, the Equipment’s Physical Parent would be the building. If the Equipment System in which the Equipment operates is located across multiple buildings or is outside, the Physical Parent of the Equipment System may be the Property. These relationships also apply for Infrastructure, Infrastructure System and Land Space items.

2.3.11 Detailing the relationship between the physical and functional records is vital to maintaining the integrity of the data supplied through the Estate Data Tool.

Hazards

2.3.12 Hazard records include Physical Parent to show the primary source of the Hazard. Attribute 7510 Impacted Estate is used to show links between the Hazard and other items on the Defence Estate affected by the Hazard.

Associated Asset Id’s

2.3.13 Attribute 7700 Associated Asset Id’s provides another opportunity to link an item on the estate with other items on the estate where required. Attribute 7700 allows for multiple entry of the unique Estate Id (attribute 1035) of the items being linked.

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3. Business Context

3.1 Roles

3.1.1 There are a number of estate information scenarios where the Estate Data Tool is utilised, primarily the creation of new records and updating existing records. Each are described in the following section.

3.1.2 Roles used to describe the scenarios are:

Supplier – the agency supplying the new data, whether for new records or updates to existing records. The Supplier includes Estate Works projects - PDS or contractor/sub-contractor; Capital Facilities & Infrastructure projects - CFI staff, PMCA, HC, MC,

Designer, Constructor or Sub-contractor; Operational Updates – EMOS and other Base Services providers; Estate Planning – EP staff or consultants; Engineering and Environment Policy - EE staff , EFS staff, or consultants; Estate Data Quality & Assurance – EMOS, Region EFS Staff; Estate Appraisal – conducted by EMOS; and Property Services Contractor

Directorate of Data & Information Governance in DSO – the agency that issues and approves new Estate Identifiers for use in IBIS and other Defence Estate Information Systems and approves new estate items on the IBIS database;

EMOS – under the Estate Information Management function in Management Integration & Coordination, the EMOS is required to maintain up to date estate information. This includes the assessment, validation and deconfliction of new and updated data and the upload of data into the Defence Estate Information Systems (IBIS, Objective and NSIMS); and

Directorate of Estate Planning and Upkeep in DSO – responsible for approving updates to estate information on IBIS as submitted by the EMOS, originating from the Suppliers.

3.1.3 The following diagram shows the actions, tools and responsibilities for creation of new records for items on the estate and updating existing records.

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Figure 1 Estate Data Update Process

3.2 New Estate Items - Unique Estate Identifier

3.2.1 Estate Identifiers (asset numbers) are the unique identifier in the suite of Defence Estate Information Systems for identifying estate records. The Estate Id is attribute no. 1035 in the Defence Estate Data Dictionary. The Estate Id is manually determined to ensure

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integration with existing numbering conventions in place for the particular Defence Property.

3.2.2 The process for requesting an Estate Identifier uses the Estate Id Form. The primary detail is the Estate Class 1 of the item (eg Building, Infrastructure, Equipment) and for buildings, land spaces and infrastructure items, the Site location within the property where the new items is to be located. This may require contact with local EMOS or DSRG staff to determine. A sample is provided at Attachment A.

3.2.3 The form is to be submitted to the DSO Directorate of Data and Information Governance, who will respond with the next available unique identifiers appropriate for the property, site and estate class in question.

3.2.4 DDIG will then allocate all issued unique Estate Identifiers in IBIS, preventing duplicate numbers being created. All subsequent updates must quote the DDIG issued unique Estate Id. Further details are required for the record to be displayed in the estate register.

3.2.5 The Supplier is advised of the new Estate Id’s for use in all project related reference material and subsequent updates to Estate data. The Estate Id Form is returned with the Estate Id’s populated.

3.2.6 When available on IBIS (expected April 2015), these new Estate Id’s will be pre-populated onto the appropriate Estate Class based tab on the Estate Data Tool for subsequent update.

3.3 New Estate Items – Shell Records

3.3.1 The process for establishing a shell record for a new estate element on the Defence Estate can occur at various stages in a project lifecycle.

3.3.2 Early in the project lifecycle, there may only be limited information about the item for creation of a shell (or incomplete) record. Early establishment of shell records provides opportunity for longer lead times for assuring greater accuracy and assessment of in-service requirements. Shell records can be created using the Estate Data Tool, populating the mandatory Estate Id column and the set of New Record columns. These columns are a sub-set of the attributes (fields) applicable for each estate class.

1340 External Identifier

1012 Physical Parent

1014 Physical Parent Type

1020 Asset Name

1090 Last Update Date

1115 Asset Status

1120 Ownership Lifecycle

1125 Date current status commenced.

1205 Property Id

3.4 Update Existing Estate Record on IBIS

3.4.1 Later in the project lifecycle, as additional information on the estate item becomes available the supplier is able populate more attributes on the Estate Data Tool. The additional detail may include the following:

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more accurate estate class;

technical specifications (capacity, materials, function);

more accurate location or links to other records – physical or functional;

the role of the item in a functional system (equipment system or infrastructure system); or

warranty details.

3.4.2 Updates to existing estate data are generated by a variety of activity on the estate including:

Adding to an asset shell during a project lifecycle or other process requiring creation of new Estate records;

Finalising details of estate elements as part of project commissioning;

Correcting data quality issues such as invalid data or missing attributes;

Applying changes to data rules;

Changing status including disposal;

General updates in the life of the item (operations and maintenance);

Hazard management activity;

Allocation of building spaces and occupancy;

Estate appraisal updates;

Fire safety survey updates;

Land management reports;

Leasing updates;

Assets first found; and

Updates arising from consultancies and other studies.

3.4.3 Extracts of existing estate data from IBIS can be made to provide existing data for subsequent update using the Estate Data Tool. Access to IBIS on the Defence Restricted Network is required to extract data from IBIS using the reports function. All IBIS reports are exportable to Excel or other similar data format.

3.4.4 As at March 2015, the IBIS report output is to transcribed to the format of the Estate Data Tool and IBIS does not currently provide a report output that directly matches the format of the Estate Data Tool.

3.4.5 All estate data forms are provided on the Estate Information page on DEQMS at www.defence.gov.au/estatemanagement/lifecycle/EstateUpkeep/EstateInformation.asp.

3.4.6 The data updates are to be recorded on the Estate Data Tool as described in the following section “Using The Estate Data Tool”. Once completed and checked by the supplier, the Estate Data Tool is to be sent to the relevant EMOS.

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4. Using The Estate Data Tool 4.1.1 The Estate Data tool template is available from the Estate Information page on DEQMS.

It is an Excel 2003 spreadsheet formatted to indicate the applicable attributes for each type of estate item, defined by estate class.

4.2 Spreadsheet Structure

4.2.1 The spreadsheet is structured as follows.

Tab For providing information on …. Applicable Estate Classes

Home Navigation to each of the other tabs.

Hazards Hazards associated with any item on the estate

H.all

Land Spaces Land Spaces LS.all

Buildings Buildings B.all

Levels Levels in buildings L.all

Spaces Spaces in/around buildings S.all

Infrastructure Systems Infrastructure Systems IS.all

Infrastructure Infrastructure Items I.all

Equipment Systems Equipment Systems ES.all

Eq.Airfield Airfield Equipment E.A.all

Eq.Bldg Fitment Building Fitment Equipment E.BF.all

Eq.Catering Catering Equipment E.Ca.all

Eq.Cleaning Cleaning Equipment E.Cl.all

Eq.Cntrl Control Equipment E.Cn.all

Eq.Comms Communications Equipment E.Co.all

Eq.Compr Air Compressed Air & Vacuum Equipment E.CV.all

Eq.Electrical Electrical Equipment E.El.all

Eq.Exercise Exercise Equipment E.Ex.all

Eq.Fire Fire Equipment E.Fi.all

Eq.Fuel Fuel Equipment E.Fu.all

Eq.Gas Gas Equipment E.G.all

Eq.Lifting Lifting and Material Handling Equipment E.HC.all

Eq.Lifts Vertical & Horizontal Transport Equipment E.V.all

Eq.HVAC Heating, Ventilation & Air Conditioning Equipment

E.HV.all

Eq.Hydraulic Hydraulic Equipment E.Hy.all

Eq.Marine Marine Equipment E.Ma.all

Eq.Medical Medical Equipment E.Md.all

Eq.Pest Cntrl Pest Control Equipment E.PC.all

Eq.RLFTE Range Life Fire Target Equipment E.R.all

Eq.Safety Safety Equipment E.Sf.all

Eq.Security Security Equipment E.Sc.all

Eq.Steam Steam Equipment E.St.all

Eq.Waste Waste Equipment E.Ws.all

Eq.Workshop Workshop Equipment E.Wk.all

Property Defence, leased Properties P

ERIM Attributes Details of all attributes in ERIM

ERIM Value Lists Details of all value lists in ERIM

Table 4: Tabs in the Estate Data Tool spreadsheet

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4.3 Navigation

4.3.1 There are 35 tabs in the Estate Data Tool spreadsheet, catering for the wide range of Estate Classes. To assist navigation between tabs, the Home tab provide a quick linking diagram to enable jumping between tabs.

Figure 2: Navigating The Estate Data Tool

4.3.2 The diagram also shows the physical and functional relationships between the families of estate classes.

4.4 Common Structure In Each Tab

4.4.1 Each tab uses the same basic structure. The columns represent attributes (fields) in the Defence Estate database as prescribed by the ERIM. The header rows describe each attribute, using the attribute naming and numbering convention defined in the ERIM. The purpose and method for data entry is provided for each attribute. Details of all attributes in ERIM are provided on the ERIM Attributes tab.

Property

Building Equipment System

Equipment

Infrastructure System

Infrastructure

Land Space

Hazard

Level

Space Airfield Equipment

Electrical Equipment

Compressed Air & Vaccuum Equipment

Communications Equipment

Cleaning Equipment

Catering Equipment

Building Fitments

Fire Equipment

Fuel, Lubricant & Chemical Equipment

Gas Equipment

Lifting & Materials Handling Equipment

Lift & Travelators

Range Live Fire Target Equipment

Pest Control Equipment

Medical Equipment

Marine Equipment

Hydraulic Equipment

Heating , Ventiliation & Air Condition

Safety Equipment

Security Equipment

Steam Equipment

Workshop Equipment

Control Equipment

Waste Equipment

Physical Parent link

Functional Parent link

Hazards can relate to 

any item on the estate.

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4.4.2 The rows represent records in the Defence Estate data tables. The Estate Data Tool template includes a row for every Estate Class in the ERIM, distributed according to the family of estate classes for the tab. For example the Buildings tab includes all 94 building Estate Classes and the Eq.Hydraulic tab includes all 33 Hydraulic Equipment estate classes.

4.5 Attribute Responsibilities

4.5.1 The attributes are grouped together according to various stage of maturity in the lifecycle of the data and which party is best placed to populate, as follows:

Mandatory Attribute

4.5.2 There is one mandatory attribute 1035 Unique Estate Id. Only those rows where the mandatory column 1035 Unique Estate Id is populated with an Estate Id that is known to IBIS will be loaded.

“New Record” Attributes

4.5.3 The group of 9 attributes on the Estate Data Tool to be populated for establishing shell records in IBIS.

“By Supplier” Attributes

4.5.4 The group of attributes on the Estate Data Tool to be populated/updated by the Supplier. These attributes typically relate to operating conditions and technical specification of the item. For some Estate Classes, attribute 1014 Physical Parent Type is prepopulated where the likely parent type is known. This can be changed as required.

“By EMOS/DSO” Attributes

4.5.5 The group of attributes on the Estate Data Tool to be finalised by the EMOS or DSO relating to Estate Upkeep services under the EMOS contract, including maintenance levels, Estate Appraisal and performance targets. The Supplier may be able to provide this information and should do where possible. EMOS/DSO are responsible for ensuring these attributes are populated. For example some of the Estate Appraisal attributes relating to criticality and target performance standards can be populated by Suppliers.

“Commissioning” Attributes

4.5.6 The group of attributes on the Estate Data Tool to be provided by the Supplier at the latest as part of project commissioning, handover and takeover phase of the project. These attributes can be provided at any time prior to commissioning in accordance with the project plan for delivery of estate information.

“Estate Appraisal” Attributes

4.5.7 There are four attributes 1230 Assessed Condition, 1240 Assessed Functionality, 1241 Compliance Type and 1242 Non-Compliance Consequence to be populated by EMOS as part of Estate Appraisal process.

“Where Applicable” Attributes

4.5.8 The group of attributes on the Estate Data Tool to be provided by either the Supplier or EMOS as appropriate. These attributes may not need to be populated as part of the commissioning process, but may be required for in-service operation and maintenance purposes.

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4.6 Not Applicable Attributes

4.6.1 Some attributes are not applicable to the estate class (indicated as n/a). Attributes to be populated are indicated as a blank, coloured cell in the spreadsheet.

4.6.2 Not all attributes are applicable for all Estate Classes and do not all need to be populated at once. Where the cell shows “n/a”, that attribute is not applicable for that Estate Class and cannot be updated.

4.7 Pre-populated Attributes

4.7.1 Where the cell is coloured it is applicable to the Estate Class. Some cells are pre-populated where the result can be predicted from other aspects of the data rules. A pre-populated cell can be overwritten with more accurate information as required.

4.8 Attribute Formats

4.8.1 For compliance with the ERIM and to assist the quality of estate data updates, the Estate Data Tool applies various controls on the columns in the spreadsheet according to the formatting requirements of each attribute.

List Format

4.8.2 These attributes are restricted to a list of allowable values. The Estate Data Tool applies the allowed values list in accordance with the ERIM. Details of all Value Lists including guidance on when to use which value are provided on the ERIM Value Lists tab.

Text Format

4.8.3 These attributes are populated with free text, with a maximum length of 255 characters unless specified otherwise.

Date Format

4.8.4 These attributes are populated in date format, in YYYYMMDD format.

Numeric Format

4.8.5 These attributes are populated with numbers only. The unit of measure is given in the attribute description. For example attribute 1210 Remaining Life is in years and attribute 2055 Maximum Load Rating is in tonnes.

4.9 Attribute Controls

4.9.1 In accordance with the ERIM, most attributes allow only one entry per attribute, however some attributes allow multiple entries. There are also attributes that relate to each other in a group. These scenarios are supported in the Estate Data Tool as follows.

Single Attributes

4.9.2 One instance of the attribute applies to each item on the estate. Eg estate id, asset name, physical parent. Data is entered directly into the cell in Excel.

Multiple Attributes

4.9.3 There can be multiple instances of an attribute. Eg Training Purpose, External Wall Material, Floor Finish. Data is entered by double clicking in the cell. For text attributes, this opens a dialogue box similar to the example at Figure 3. Enter text at “Enter Attribute and press Enter:” section. Choosing Enter will transfer the entered text to the “Entered Attributes” section. Choose Submit to apply the multiple entries to the cell.

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Figure 3 Data Entry For Multiple Text Attributes

4.9.4 For list attributes, double clicking in the cell will produce a dialogue box enabling multiple selection of the allowed value from the value list relevant to the attribute. Figure 4 shows an example for attribute 3160 External Wall Material

Figure 4 Data Entry For Multiple Value List Attributes

4.9.5 On choosing Submit, the cell is populated using formatting that allows the import process to recognise the data as multiple instances of the attribute.

Group Attributes

4.9.6 There are instances where a group of attributes relate to each other. That is, the attributes apply as a group. Attribute groups in the Estate Data Tool are:

Documents

Warranty Details

Defence Group

Asbestos Containing Materials

Airfield Lighting Circuit Details

Pavement Layer Details

Hazard Details 1

Hazard Details 2

Hazard Details 3

Registrable Plant Crane & Hoist Inspection

Registrable Plant Pressure Vessel Inspection

Registrable Plant Vertical Transportation Inspection

Registrable Plant Registration

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4.9.7 Details of the makeup and application of these groups of attributes are provided at Attachment E Attribute Groups.

4.9.8 Data is entered by double clicking in the cell. This opens a dialogue box to enable entry of the group of attributes as row 1, row 2, etc as shown in Figure 5 below for the Documents group of attributes. Choosing “Please Click here to update value/s”, then opens another window for entry of the details.

Fig 5. Data Entry for Group Attributes

4.10 General Notes

Adding Rows

4.10.1 The template provides one row for every Estate Class. To update data on multiple items with the same Estate Class, choose the “Right click to insert/delete record” as shown in fig 6 below and then choose Estate Record – Insert New Row”. This function works anywhere from row 9 and below in the spreadsheet.

Fig 6. Insert new records

Removing Rows

4.10.2 To delete rows, choose the “Right click to insert/delete record” as shown in fig 6 above and then choose “Estate Record – Delete Selected Row/s” as shows in fig 7 below. This function works anywhere from row 9 and below in the spreadsheet.

4.10.3 To delete multiple rows, select a range of cells in column G (the column containing the “Right click to insert/delete record” instruction), then right click and choose “Estate Record – Delete Selected Row/s”.

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Fig 7. Insert/Delete records

Attribute 1340 External Identifier

4.10.4 A local identifier can be used to provide a trace back to information systems in use by the supplier of the data, eg the architects room number or the EMOS’s barcode on an equipment. The local identifier can also be used to show the parent child relationship between new estate elements such as equipment systems and equipments, by recording the local identifier for the equipment system in the parent id column for the equipment.

Document Details (Attribute Group)

4.10.5 In this example, the data entered is the Objective Reference of the document to be linked to the record in IBIS. The document itself needs to loaded to Objective beforehand and placed into the appropriate location based folder corresponding to the estate element. This may necessitate use of Objective Aliases where a document relates to multiple estate elements.

Change Estate Class

4.10.6 To change Estate Class or to more accurately define Estate Class, the relevant Estate Class row should be populated with the Estate Id. No other columns need to be populated, but for data quality purposes, the opportunity should be taken to update other fields.

4.11 Estate Data Tool Quality Checks Empty Rows

4.11.1 All empty rows are ignored in the import process. All rows where the mandatory attribute 1035 Unique Estate Identifier is not populated are also ignored.

Empty Cells

4.11.2 The Estate Data Tool ignores cells that are blank, that is the attribute in the database is not updated, nor it is overwritten with Null.

4.11.3 Superfluous rows can remain, if attribute 1035 is left blank the whole row is ignored in the upload process. The empty row between each Estate Class is treated in the same manner and can also be ignored. It may however be easier to navigate if superfluous rows are removed.

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16

Estate Identifiers

4.11.4 The Estate Identifiers for all items referenced in the data update must be known and quoted in the data update on the Estate Data Tool. Newly issued Estate Ids issued by DDIG (refer New Estate Items - Unique Estate Identifier section in this document) may be utilised, provided they are used for Estate Classes for which they were issued. A new Building Id that is yet to be utilised can only be used for Buildings, not for any other Estate Class.

Physical Parent

4.11.5 For new records, where only the Estate Id has been issued, the Estate Id for the physical parent must be provided to enable the record to appear in IBIS. The physical parent details don’t need to be updated or provided on each update, but they do need to be provided at least once.

Functional Parent

4.11.6 Where an items is part of a functional system or facility, the functional parent details, attribute 1011 Functional Parent Estate Id and attribute 1013 Functional Parent Type need to be provided. These attributes don’t need to be provided every time, but they need to be provided at least once to link the records as appropriate. Expected relationships in the data are provided in the Attachments to this document.

Populated Cells

4.11.7 Rows where the mandatory 1035 Estate Identifier column is populated are the subject of the upload process. Other cells populated in these rows will be used to update the respective attribute(s) in IBIS.

Attachment Documents

4.11.8 Documents that relate to estate items, must first be loaded to the relevant location based folder in Objective to obtain an Objective Reference number. The Objective Reference number is to be quoted on the Estate Data Tool as part of the Attachment Documents group

Disposal of Old Estate Items

4.11.9 Where the estate update activity (project, consultancy, data cleanup) results in current records becoming redundant such as replacement of equipment or removal of Space records for a building refurbishment, the now old records need to be updated. The following data updates should be considered for redundant records.

Attribute 1115 Asset Status is changed to Disposed or for Equipment that may be re-used 1115 Asset Status, Not In Use.

Attribute 1120 Ownership Lifecycle is changed to Disposed or Planned Disposal or for Equipment that may be re-used, Inactive.

Attribute 1125 Data Current Status Commenced is changed to date of update (today).

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17

4.12 Send To EMOS

4.12.1 Once the required data is entered into the Estate Data Tool, it is to be forwarded to the relevant EMOS. Information management personnel will check the new data for validity against existing data and will load it to their own estate data information system. The EMOS will run the macro contained within the Estate Data Tool spreadsheet, to create the Information Deliverable Specification (IDS) data file for loading to IBIS.

4.12.2 The EMOS will then undertake a validity check. This is to check that appropriate linkages between the data records have been made (see data relationships), to check if the records are currently being updated by others and to check for compliance with the ERIM. Data updates that fail these checks will be returned to the Supplier for rectification. The EMOS is expected to resolve issues around simultaneous updates though as the Supplier may not be in a position to resolve them.

4.12.3 The EMOS will run the Estate Data Tool macro that converts the data into the required format for loading to IBIS. The macro produces the Estate Master Data Modified IDS.ALL.50.01. The EMOS will load the updated data to their own system and to IBIS.

4.12.4 IBIS will send notifications to the Estate Master Data approval authority, which is the Estate Planning & Upkeep Product & Service Manager for approval to release to the update to the production database on IBIS. The supplier is then notified of completion of the update.

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Attachment A Sample Physical Relationships in Defence Estate Data 

1

Example Estate Class Range of Physical Parent Estate Classes P - Property Base Support Area

B.9b.13 - Building - BCA 9b Hall or Assembly - Terminal

P - Property or I.MA.02.09 - Infrastructure - Marine - Structure - Wharf, Dock or Jetty

L.GF - Level - Ground Floor B.* - All Building Estate classes

S.05 - Space - Bathroom L.* - All building levels

S.54 - Space - Office L.* - All building levels

S.80 - Space - Workshop L.* - All building levels

LS.BZ.As - Land Space - Buffer Zone - Asset Protection Zone

P - Property

IS.A.RWY - Infrastructure System – Airfield - Runway

P - Property

I.Ex.02.04 - Infrastructure - Exercise - Structure - Rope Tower

I.MT.03.07 - Infrastructure - Military Training - Specialist Training - High-Ropes Course

I.Ex.02.07 - Infrastructure - Exercise - Structure - Swimming Pool

P - Property or B.9b.07 - Building - BCA 9b Hall or Assembly - Indoor Pool

I.Fe.01.02 - Infrastructure - Fencing - Fencing - Fence

P - Property

I.LA.01.01 - Infrastructure - Landscape Area - Lawn and Garden Bed - Garden Bed

LS.* - All Land Spaces

ES.Fi.FD - Equipment System - Fire - Fire Detection and Occupant Warning

B.* - All Building Estate classes or I.* - All Infrastructure Estate classes

E.A.04.02 - Equipment - Airfield - Navigation Aid - Aerodrome Beacon

P - Property or B.* - All Building Estate classes or I.D.02.11 - Infrastructure - Detached Outdoor Structure - General Structure - Mast/Tower

E.Cn.01.01 - Equipment - Control - Building Management - BMS Controller

B.* - All Building Estate classes

E.Cn.02.01 - Equipment - Control - Environmental - Air Quality Monitor

P - Property or B.* - All Building Estate classes or I.* - All Infrastructure Estate classes

E.El.03.03 - Equipment - Electrical - Generation - Generator

P - Property or B.* - All Building Estate classes or I.* - All Infrastructure Estate classes

E.Ex.02.07 - Equipment - Exercise - Obstacle Course - Frame With Cargo Net

I.MT.03.08 - Infrastructure - Military Training - Specialist Training - Obstacle Course

E.Fi.04.07 - Equipment - Fire - Fire Detection - Fire Indicator Panel (FIP)

B.* - All Building Estate classes or I.* - All Infrastructure Estate classes

E.HV.03.02 - Equipment - HVAC - Production - Chiller

B.* - All Building Estate classes

Page 19: Estate Data Tool Guidance Notes · 2017. 8. 31. · 1 Estate Data Tool Guidance Notes 1. Introduction 1.1.1 This document has been prepared by Directorate of Estate Planning and Upkeep

Attachment B Functional Relationships in Defence Estate Data

1

Functional Parent

Expected Child Items Child requires Functional Parent

ES.A.AA - Equipment System - Airfield - Arrestor and Alarm

E.A.01.01 - Equipment - Airfield - Arrestor - Arrestor Cable Yes

E.A.01.02 - Equipment - Airfield - Arrestor - Cable reel No

E.A.01.03 - Equipment - Airfield - Arrestor - Arrestor Barrier Yes

E.A.01.04 - Equipment - Airfield - Arrestor - Arrestor Barrier Mechanism Yes

E.A.02.01 - Equipment - Airfield - Crash Alarm - Alarm Panel No

E.A.02.02 - Equipment - Airfield - Crash Alarm - Alarm Speaker No

E.El.01.06 - Equipment - Electrical - Appliance - Battery and Charger No

ES.A.L - Equipment System - Airfield - Lighting

E.A.03.01 - Equipment - Airfield - Visual Aid - Airfield Lighting Circuit Yes

E.A.03.02 - Equipment - Airfield - Visual Aid - Constant Current Regulator Yes

E.A.03.03 - Equipment - Airfield - Visual Aid - Control Panel Yes

E.A.03.04 - Equipment - Airfield - Visual Aid - Reticulation Yes

E.A.03.06 - Equipment - Airfield - Visual Aid - Surge Diverter Yes

E.A.03.07 - Equipment - Airfield - Visual Aid - PALC Sensor Yes

E.A.04.02 - Equipment - Airfield - Navigation Aid - Aerodrome Beacon Yes

E.Cn.04.01 - Equipment - Control - Lighting - Daylight Sensor Yes

ES.BA - Equipment System - Base Audible Alert System

E.Sc.02.17 - Equipment - Security - Alarm - Audible Alert Signal Point No

E.Sc.02.18 - Equipment - Security - Alarm - Audible Alert Initiator No

ES.C - Equipment System - Communication

E.Co.03.01 - Equipment - Communication - Communication - Intercom No

E.Co.04.01 - Equipment - Communication - Emergency Warning - Emergency Telephone

No

E.Co.05.01 - Equipment - Communication - Furniture - Communication Cabinet No

E.Co.06.02 - Equipment - Communication - Monitoring and Control - Fibre Optic Converter

No

E.Co.06.03 - Equipment - Communication - Monitoring and Control - Fibre Optic Hub

No

E.Co.06.04 - Equipment - Communication - Monitoring and Control - Fibre Optic Link

No

E.Co.06.05 - Equipment - Communication - Monitoring and Control - Network Control Card

No

E.Co.06.06 - Equipment - Communication - Monitoring and Control - Router No

E.Co.06.07 - Equipment - Communication - Monitoring and Control - RTU Controller

No

E.Co.06.08 - Equipment - Communication - Monitoring and Control - Tempest Filter

No

E.Co.06.09 - Equipment - Communication - Monitoring and Control - Alarm No

E.El.01.06 - Equipment - Electrical - Appliance - Battery and Charger Yes

ES.Cn.L - Equipment System - Control - Lighting

E.Cn.04.01 - Equipment - Control - Lighting - Daylight Sensor Yes

E.Cn.04.02 - Equipment - Control - Lighting - Control Panel Yes

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Attachment B Functional Relationships in Defence Estate Data

2

Functional Parent

Expected Child Items Child requires Functional Parent

ES.Cn.I - Equipment System - Control - Industrial

E.Cn.02.01 - Equipment - Control - Environmental - Air Quality Monitor Yes

E.Cn.02.02 - Equipment - Control - Environmental - Noise Monitor Yes

E.Cn.02.03 - Equipment - Control - Environmental - Sensor Yes

E.Cn.02.04 - Equipment - Control - Environmental - Water Quality Meter Yes

E.Cn.06.01 - Equipment - Control - Industrial - Programmable Logic Controller Yes

E.Cn.06.02 - Equipment - Control - Industrial - SCADA Computer Yes

E.Co.06.01 - Equipment - Communication - Monitoring and Control - Dial-out Yes

ES.Cn.UM - Equipment System - Control - Utilities Management

E.Cn.01.01 - Equipment - Control - Building Management - BMS Controller Yes

E.Cn.01.02 - Equipment - Control - Building Management - Alarm Annunciator Panel

No

E.Cn.01.04 - Equipment - Control - Building Management - Head End PC Yes

E.Cn.01.07 - Equipment - Control - Building Management - Printer No

E.Cn.01.09 - Equipment - Control - Building Management - Router No

E.Cn.04.01 - Equipment - Control - Lighting - Daylight Sensor Yes

E.Cn.04.02 - Equipment - Control - Lighting - Control Panel Yes

E.Cn.05.01 - Equipment - Control - Meteorological - Anemometer No

E.Cn.05.02 - Equipment - Control - Meteorological - Rain Gauge No

E.Cn.05.03 - Equipment - Control - Meteorological - Weather Station No

E.Co.06.01 - Equipment - Communication - Monitoring and Control - Dial-out No

E.El.01.06 - Equipment - Electrical - Appliance - Battery and Charger No

E.El.07.02 - Equipment - Electrical - Monitoring and Control - Energy Meter No

E.G.02.02 - Equipment - Gas - Monitoring and Control - Meter No

E.Hy.02.01 - Equipment - Hydraulic - Monitoring and Control - Flow Meter No

ES.El.CP - Equipment System - Electrical - Cathodic Protection

E.El.02.01 - Equipment - Electrical - Cathodic Protection System - Anode Yes

E.El.02.02 - Equipment - Electrical - Cathodic Protection System - Cathode Yes

E.El.02.03 - Equipment - Electrical - Cathodic Protection System - Rectifier Yes

ES.El.EB - Equipment System - Electrical - Earthing and Bonding

None

ES.El.EE - Equipment System - Electrical - Emergency and Exit Lighting

E.Cn.04.02 - Equipment - Control - Lighting - Control Panel Yes

E.El.05.05 - Equipment - Electrical - Lighting - Light - Emergency Yes

E.El.05.06 - Equipment - Electrical - Lighting - Light - Exit Yes

E.El.05.09 - Equipment - Electrical - Lighting - Router Yes

ES.El.LP - Equipment System - Electrical - Lightning Protection

None

ES.El.Md - Equipment System - Electrical - Medical Treatment Area

None

ES.Fi.AS - Equipment System - Fire - Aerosol Suppression

None

Page 21: Estate Data Tool Guidance Notes · 2017. 8. 31. · 1 Estate Data Tool Guidance Notes 1. Introduction 1.1.1 This document has been prepared by Directorate of Estate Planning and Upkeep

Attachment B Functional Relationships in Defence Estate Data

3

Functional Parent

Expected Child Items Child requires Functional Parent

ES.CV - Equipment System - Compressed Air / Vacuum

E.CV.01.01 - Equipment - Compressed Air / Vacuum - Compressed Air - After Cooler

Yes

E.CV.01.02 - Equipment - Compressed Air / Vacuum - Compressed Air - Air Compressor

Yes

E.CV.01.03 - Equipment - Compressed Air / Vacuum - Compressed Air - Air Compressor Packaged

Yes

E.CV.01.04 - Equipment - Compressed Air / Vacuum - Compressed Air - Air Dryer

Yes

E.CV.01.05 - Equipment - Compressed Air / Vacuum - Compressed Air - Air Receiver

Yes

E.CV.01.06 - Equipment - Compressed Air / Vacuum - Compressed Air - Filter Yes

E.CV.01.07 - Equipment - Compressed Air / Vacuum - Compressed Air - Reticulation

Yes

E.CV.01.08 - Equipment - Compressed Air / Vacuum - Compressed Air - Oil/Water Separator

Yes

E.CV.01.10 - Equipment - Compressed Air / Vacuum - Compressed Air - Coping Point

No

E.CV.02.01 - Equipment - Compressed Air / Vacuum - Tool - Abrasive Blaster No

E.CV.02.03 - Equipment - Compressed Air / Vacuum - Tool - Air Hose Reel - Compressed Air

No

E.CV.02.04 - Equipment - Compressed Air / Vacuum - Tool - Lubrication System Yes

E.CV.02.05 - Equipment - Compressed Air / Vacuum - Tool - Pressure Regulator Yes

E.CV.03.02 - Equipment - Compressed Air / Vacuum - Vacuum - Pump Yes

E.CV.03.03 - Equipment - Compressed Air / Vacuum - Vacuum - Vacuum Vessel Yes

E.CV.03.04 - Equipment - Compressed Air / Vacuum - Vacuum - Filter Yes

ES.El.G - Equipment System - Electrical - Generation

E.El.03.01 - Equipment - Electrical - Generation - Battery and Charger Yes

E.El.03.03 - Equipment - Electrical - Generation - Generator Yes

E.El.03.04 - Equipment - Electrical - Generation - Solar PV Panel Yes

E.El.03.07 - Equipment - Electrical - Generation - Alternator Yes

E.El.03.09 - Equipment - Electrical - Generation - Control Panel Yes

E.El.03.10 - Equipment - Electrical - Generation - Radiator Yes

E.El.03.11 - Equipment - Electrical - Generation - Wind Turbine Yes

E.El.03.12 - Equipment - Electrical - Generation - Inverter Yes

E.El.06.04 - Equipment - Electrical - Distribution - Load Bank Yes

E.El.07.01 - Equipment - Electrical - Monitoring and Control - Current Regulator Yes

ES.Fi.EC - Equipment System - Fire - Emergency Communications

E.El.01.06 - Equipment - Electrical - Appliance - Battery and Charger Yes

E.Fi.02.02 - Equipment - Fire - Emergency Warning - Emergency Call Point Yes

E.Fi.02.03 - Equipment - Fire - Emergency Warning - Emergency Control Panel Yes

E.Fi.02.06 - Equipment - Fire - Emergency Warning - Speaker Yes

E.Fi.02.08 - Equipment - Fire - Emergency Warning - Warden Phone Yes

Page 22: Estate Data Tool Guidance Notes · 2017. 8. 31. · 1 Estate Data Tool Guidance Notes 1. Introduction 1.1.1 This document has been prepared by Directorate of Estate Planning and Upkeep

Attachment B Functional Relationships in Defence Estate Data

4

Functional Parent

Expected Child Items Child requires Functional Parent

ES.El.D - Equipment System - Electrical - Distribution

E.El.03.01 - Equipment - Electrical - Generation - Battery and Charger Yes

E.El.04.04 - Equipment - Electrical - Distribution - Power Factor Correction Yes

E.El.04.05 - Equipment - Electrical - Distribution - Power Pedestal Yes

E.El.04.06 - Equipment - Electrical - Distribution - Recloser Yes

E.El.04.07 - Equipment - Electrical - Distribution - Ring Main Unit (RMU) Yes

E.El.04.09 - Equipment - Electrical - Distribution - Switchgear Yes

E.El.04.10 - Equipment - Electrical - Distribution - Tap Changer Yes

E.El.04.22 - Equipment - Electrical - Distribution - Combination Fuse Switch Yes

E.El.04.23 - Equipment - Electrical - Distribution - Fuse Yes

E.El.04.27 - Equipment - Electrical - Distribution - Power Outlet Yes

E.El.06.02 - Equipment - Electrical - Distribution - Changeover Device Yes

E.El.06.03 - Equipment - Electrical - Distribution - Frequency Converter Yes

E.El.06.06 - Equipment - Electrical - Distribution - Power Filter Yes

E.El.06.08 - Equipment - Electrical - Distribution - Power Regulator Yes

E.El.06.09 - Equipment - Electrical - Distribution - Reticulation Yes

E.El.06.10 - Equipment - Electrical - Distribution - Soft Starter Yes

E.El.06.11 - Equipment - Electrical - Distribution - Switchboard - Distribution Yes

E.El.06.12 - Equipment - Electrical - Distribution - Switchboard - Main Yes

E.El.06.13 - Equipment - Electrical - Distribution - Switchboard - Mechanical Yes

E.El.06.15 - Equipment - Electrical - Distribution - UPS Yes

E.El.06.16 - Equipment - Electrical - Distribution - Variable Frequency Drive (VFD)

Yes

E.El.06.17 - Equipment - Electrical - Distribution - Circuit Breaker Yes

E.El.06.18 - Equipment - Electrical - Distribution - Isolator Yes

E.El.06.20 - Equipment - Electrical - Distribution - Junction Box Yes

E.El.06.21 - Equipment - Electrical - Distribution - Start/Stop Station Yes

E.El.07.01 - Equipment - Electrical - Monitoring and Control - Current Regulator Yes

E.El.07.04 - Equipment - Electrical - Monitoring and Control - Panel Yes

E.El.08.10 - Equipment - Electrical - Safety - Residual Current Device Yes

E.El.08.11 - Equipment - Electrical - Safety - Surge Protection Device Yes

E.El.08.12 - Equipment - Electrical - Safety - HV Protection Yes

ES.Fi.WS.01 - Equipment System - Fire - Wet Suppression - Hydrant and Hose Reel

E.Fi.07.01 - Equipment - Fire - Wet Fire Suppression - Booster Point Yes

E.Fi.07.02 - Equipment - Fire - Wet Fire Suppression - Delivery Lay Flat Fire Hose

Yes

E.Fi.07.08 - Equipment - Fire - Wet Fire Suppression - Fire Hose Reel Yes

E.Fi.07.09 - Equipment - Fire - Wet Fire Suppression - Fire Hydrant Yes

E.Fi.07.12 - Equipment - Fire - Wet Fire Suppression - Pump Yes

E.Fi.07.14 - Equipment - Fire - Wet Fire Suppression - Fire Tank Yes

E.Fi.07.16 - Equipment - Fire - Wet Fire Suppression - Control Panel Yes

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Attachment B Functional Relationships in Defence Estate Data

5

Functional Parent

Expected Child Items Child requires Functional Parent

ES.Fi.FD - Equipment System - Fire - Fire Detection and Occupant Warning

E.Fi.04.01 - Equipment - Fire - Fire Detection - Alarm Acknowledgement Yes

E.Fi.04.02 - Equipment - Fire - Emergency Warning - Audible Alarm Yes

E.Fi.04.04 - Equipment - Fire - Fire Detection - Detector Yes

E.Fi.04.06 - Equipment - Fire - Fire Detection - Fire Fan Control Panel (FFCP) Yes

E.Fi.04.07 - Equipment - Fire - Fire Detection - Fire Indicator Panel (FIP) Yes

E.Fi.04.08 - Equipment - Fire - Fire Detection - Manual Call Point Yes

E.Fi.04.09 - Equipment - Fire - Fire Detection - Mimic Panel Yes

E.Fi.04.10 - Equipment - Fire - Fire Detection - Smoke Alarm Yes

E.Fi.04.11 - Equipment - Fire - Emergency Warning - Visual Alarm Yes

E.Fi.04.12 - Equipment - Fire - Fire Detection - Sub Indicator Panel (SIP) Yes

E.Fi.04.13 - Equipment - Fire - Fire Detection - Fire Alarm Monitoring Yes

E.Fi.06.03 - Equipment - Fire - Passive Fire - Magnetic Door Holder Yes

ES.Fi.GS - Equipment System - Fire - Gas Suppression

E.G.03.01 - Equipment - Gas - Storage - Bottle/Cylinder/Tank Yes

ES.Fi.KH - Equipment System - Fire - Kitchen Hood Suppression

None

ES.Fi.WS.02 - Equipment System - Fire - Wet Suppression - Foam

E.Fi.07.05 - Equipment - Fire - Wet Fire Suppression - Foam Cannon Yes

E.Fi.07.06 - Equipment - Fire - Wet Fire Suppression - Foam Pop Up Head Yes

E.Fi.07.07 - Equipment - Fire - Wet Fire Suppression - Foam Proportioner Yes

E.Fi.07.12 - Equipment - Fire - Wet Fire Suppression - Pump Yes

E.Fi.07.14 - Equipment - Fire - Wet Fire Suppression - Fire Tank Yes

E.Fi.07.16 - Equipment - Fire - Wet Fire Suppression - Control Panel Yes

E.Fi.07.17 - Equipment - Fire - Wet Fire Suppression - Foam Deluge Yes

E.Fi.07.18 - Equipment - Fire - Wet Fire Suppression - Foam Tank Yes

ES.Fi.WS.03 - Equipment System - Fire - Wet Suppression - Sprinkler

E.Fi.07.01 - Equipment - Fire - Wet Fire Suppression - Booster Point Yes

E.Fi.07.12 - Equipment - Fire - Wet Fire Suppression - Pump Yes

E.Fi.07.14 - Equipment - Fire - Wet Fire Suppression - Fire Tank Yes

E.Fi.07.16 - Equipment - Fire - Wet Fire Suppression - Control Panel Yes

ES.Fi.WS.04 - Equipment System - Fire - Wet Suppression - Water Mist

E.Fi.07.12 - Equipment - Fire - Wet Fire Suppression - Pump Yes

E.Fi.07.14 - Equipment - Fire - Wet Fire Suppression - Fire Tank Yes

E.Fi.07.16 - Equipment - Fire - Wet Fire Suppression - Control Panel Yes

ES.Fu.S - Equipment System - Fuel - Storage

E.Fu.03.02 - Equipment - Fuel/Lubricant/Chemical - Storage - Fuel Tank Yes

E.Fu.03.03 - Equipment - Fuel/Lubricant/Chemical - Storage - Oil or Lubricant Tank

Yes

E.Fu.03.05 - Equipment - Fuel/Lubricant/Chemical - Storage - Vapour Recovery Unit

No

Page 24: Estate Data Tool Guidance Notes · 2017. 8. 31. · 1 Estate Data Tool Guidance Notes 1. Introduction 1.1.1 This document has been prepared by Directorate of Estate Planning and Upkeep

Attachment B Functional Relationships in Defence Estate Data

6

Functional Parent

Expected Child Items Child requires Functional Parent

ES.Fu.D - Equipment System - Fuel - Delivery

E.Fu.01.01 - Equipment - Fuel/Lubricant/Chemical - Delivery - Air Eliminator No

E.Fu.01.02 - Equipment - Fuel/Lubricant/Chemical - Delivery - Bowser or Dispenser

No

E.Fu.01.03 - Equipment - Fuel/Lubricant/Chemical - Delivery - Coalescer No

E.Fu.01.04 - Equipment - Fuel/Lubricant/Chemical - Delivery - Filter No

E.Fu.01.05 - Equipment - Fuel/Lubricant/Chemical - Delivery - Flexible Hose No

E.Fu.01.06 - Equipment - Fuel/Lubricant/Chemical - Delivery - Fuel Valve No

E.Fu.01.07 - Equipment - Fuel/Lubricant/Chemical - Delivery - Pump No

E.Fu.01.08 - Equipment - Fuel/Lubricant/Chemical - Delivery - Shock Suppressor No

E.Fu.01.09 - Equipment - Fuel/Lubricant/Chemical - Delivery - Strainer No

E.Fu.01.10 - Equipment - Fuel/Lubricant/Chemical - Delivery - Trace Heater No

E.Fu.01.11 - Equipment - Fuel/Lubricant/Chemical - Delivery - Coping Point Yes

E.Fu.01.12 - Equipment - Fuel/Lubricant/Chemical - Delivery - Pressure Vessel No

ES.Fu.MC - Equipment System - Fuel - Monitoring and Control

E.Cn.06.01 - Equipment - Control - Industrial - Programmable Logic Controller Yes

E.Cn.06.02 - Equipment - Control - Industrial - SCADA Computer Yes

E.Fu.02.03 - Equipment - Fuel/Lubricant/Chemical - Monitoring and Control - Flow Switch

Yes

E.Fu.02.04 - Equipment - Fuel/Lubricant/Chemical - Monitoring and Control - Fuel Gauge

No

E.Fu.02.05 - Equipment - Fuel/Lubricant/Chemical - Monitoring and Control - Fuel Meter

No

E.Fu.02.07 - Equipment - Fuel/Lubricant/Chemical - Monitoring and Control - Control Panel

Yes

E.Fu.02.09 - Equipment - Fuel/Lubricant/Chemical - Monitoring and Control - Gas Detector

Yes

E.Fu.02.11 - Equipment - Fuel/Lubricant/Chemical - Monitoring and Control - Load Bay Controller

No

E.Fu.02.13 - Equipment - Fuel/Lubricant/Chemical - Monitoring and Control - Emergency Stop Station

No

E.Fu.02.15 - Equipment - Fuel/Lubricant/Chemical - Monitoring and Control - Limit Switch

No

ES.G - Equipment System - Gas

E.G.01.01 - Equipment - Gas - Delivery - Filter Yes

E.G.01.02 - Equipment - Gas - Delivery - Flexible Hose Yes

E.G.01.03 - Equipment - Gas - Delivery - Regulator Yes

E.G.01.04 - Equipment - Gas - Delivery - Remote Filling Point Yes

E.G.01.05 - Equipment - Gas - Delivery - Reticulation Yes

E.G.01.06 - Equipment - Gas - Delivery - Valve Yes

E.G.02.01 - Equipment - Gas - Monitoring and Control - Analyser Yes

E.G.02.02 - Equipment - Gas - Monitoring and Control - Meter Yes

E.G.02.03 - Equipment - Gas - Monitoring and Control - Sensor Yes

E.G.03.01 - Equipment - Gas - Storage - Bottle/Cylinder/Tank Yes

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Attachment B Functional Relationships in Defence Estate Data

7

Functional Parent

Expected Child Items Child requires Functional Parent

ES.G.AO - Equipment System - Gas - Aviation Oxygen

None

ES.HC.SH - Equipment System - Lifting and Material Handling - Ship Handling

E.HC.02.03 - Equipment - Lifting Equip and Material Handling - Hoists and Winches - Hoists and Winches

No

E.HC.02.04 - Equipment - Lifting Equip and Material Handling - Hoists and Winches - Ship Lift

Yes

E.HC.03.09 - Equipment - Lifting Equip and Material Handling - Material Handling - Conveyor

Yes

ES.HV.AD - Equipment System - HVAC - Air Distribution

E.HV.02.01 - Equipment - HVAC - Distribution - Air Heat Exchanger Yes

E.HV.02.02 - Equipment - HVAC - Distribution - Chilled Beam Yes

E.HV.02.04 - Equipment - HVAC - Distribution - Ducted Air Handling Unit Yes

E.HV.02.07 - Equipment - HVAC - Distribution - Fan Yes

E.HV.02.08 - Equipment - HVAC - Distribution - Filter - Air Yes

E.HV.02.14 - Equipment - HVAC - Distribution - HEPA Filter Yes

E.HV.02.15 - Equipment - HVAC - Distribution - Humidifier Yes

E.HV.02.16 - Equipment - HVAC - Distribution - Non-Ducted Air Handling Unit Yes

E.HV.02.17 - Equipment - HVAC - Distribution - Precision Cooling Unit Yes

E.HV.02.23 - Equipment - HVAC - Distribution - Variable Air Volume Box (VAV)

Yes

E.HV.03.01 - Equipment - HVAC - Production - Air Cooled Condensing Unit Yes

E.HV.03.03 - Equipment - HVAC - Production - Ground Source Unit (Direct Exchange)

Yes

E.HV.03.05 - Equipment - HVAC - Production - Duct Heater Yes

E.HV.03.06 - Equipment - HVAC - Production - Ducted Packaged Air Conditioning Unit

Yes

E.HV.03.07 - Equipment - HVAC - Production - Evaporative Cooler Yes

E.HV.03.10 - Equipment - HVAC - Production - Packaged Heater - Electric Yes

E.HV.03.11 - Equipment - HVAC - Production - Packaged Heater - Gas Yes

E.HV.03.15 - Equipment - HVAC - Production - Water Cooled Condensing Unit Yes

ES.HV.AP - Equipment System - HVAC - Air Pressurisation

E.HV.02.07 - Equipment - HVAC - Distribution - Fan Yes

ES.HV.Ch - Equipment System - HVAC - Chilled Water

E.HV.02.12 - Equipment - HVAC - Distribution - Fluid Heat Exchanger No

E.HV.02.18 - Equipment - HVAC - Distribution - Pump No

E.HV.03.02 - Equipment - HVAC - Production - Chiller Yes

E.HV.04.01 - Equipment - HVAC - Storage - Tank - Water No

E.HV.04.05 - Equipment - HVAC - Storage - Vessel - Water No

Page 26: Estate Data Tool Guidance Notes · 2017. 8. 31. · 1 Estate Data Tool Guidance Notes 1. Introduction 1.1.1 This document has been prepared by Directorate of Estate Planning and Upkeep

Attachment B Functional Relationships in Defence Estate Data

8

Functional Parent

Expected Child Items Child requires Functional Parent

ES.HV.CW - Equipment System - HVAC - Condenser Water

E.HV.02.03 - Equipment - HVAC - Distribution - Chemical Dosing Assembly No

E.HV.02.12 - Equipment - HVAC - Distribution - Fluid Heat Exchanger Yes

E.HV.02.18 - Equipment - HVAC - Distribution - Pump Yes

E.HV.03.04 - Equipment - HVAC - Production - Cooling Tower Yes

E.HV.04.01 - Equipment - HVAC - Storage - Tank - Water Yes

E.HV.04.05 - Equipment - HVAC - Storage - Vessel - Water Yes

ES.HV.Ex - Equipment System - HVAC - Exhaust Air

E.HV.02.05 - Equipment - HVAC - Distribution - Exhaust Hood Yes

E.HV.02.06 - Equipment - HVAC - Distribution - Fume Extraction Unit Yes

E.HV.02.07 - Equipment - HVAC - Distribution - Fan No

E.HV.02.08 - Equipment - HVAC - Distribution - Filter - Air No

E.HV.02.13 - Equipment - HVAC - Distribution - Fume Cupboard Yes

E.HV.02.14 - Equipment - HVAC - Distribution - HEPA Filter No

E.HV.02.19 - Equipment - HVAC - Distribution - Scrubber No

ES.HV.HW - Equipment System - HVAC - Heating Water

E.HV.02.12 - Equipment - HVAC - Distribution - Fluid Heat Exchanger Yes

E.HV.02.18 - Equipment - HVAC - Distribution - Pump Yes

E.HV.02.22 - Equipment - HVAC - Distribution - Space Heater - Hot water Yes

E.HV.03.08 - Equipment - HVAC - Production - Hot Water Boiler - Electric Yes

E.HV.03.09 - Equipment - HVAC - Production - Hot Water Boiler - Fuel Yes

E.HV.04.01 - Equipment - HVAC - Storage - Tank - Water Yes

E.HV.04.05 - Equipment - HVAC - Storage - Vessel - Water Yes

ES.HV.SM - Equipment System - HVAC - Smoke Management

E.HV.02.10 - Equipment - HVAC - Distribution - Fire/Smoke Damper Combined Yes

E.HV.02.11 - Equipment - HVAC - Distribution - Fire Damper Yes

E.HV.02.20 - Equipment - HVAC - Distribution - Smoke Damper Yes

E.HV.02.21 - Equipment - HVAC - Distribution - Smoke and Heat Vent Yes

E.HV.02.24 - Equipment - HVAC - Distribution - Smoke Exhaust Fan Yes

ES.HV.Sp - Equipment System - HVAC - Split Air Conditioning

E.HV.02.16 - Equipment - HVAC - Distribution - Non-Ducted Air Handling Unit Yes

E.HV.03.01 - Equipment - HVAC - Production - Air Cooled Condensing Unit Yes

ES.Hy.CW - Equipment System - Hydraulic - Cold Water

E.Hy.01.01 - Equipment - Hydraulic - Delivery - Backflow Prevention Device No

E.Hy.01.05 - Equipment - Hydraulic - Delivery - Pump Yes

E.Hy.01.06 - Equipment - Hydraulic - Delivery - Reticulation No

E.Hy.01.09 - Equipment - Hydraulic - Delivery - Shock Suppressor No

E.Hy.01.11 - Equipment - Hydraulic - Delivery - Valve No

E.Hy.02.03 - Equipment - Hydraulic - Monitoring & Control - Sensor - Tap No

E.Hy.02.05 - Equipment - Hydraulic - Monitoring & Control - Pressure Switch No

E.Hy.03.02 - Equipment - Hydraulic - Storage - Tank - Water Yes

E.Hy.04.02 - Equipment - Hydraulic - Water Treatment - Filter No

Page 27: Estate Data Tool Guidance Notes · 2017. 8. 31. · 1 Estate Data Tool Guidance Notes 1. Introduction 1.1.1 This document has been prepared by Directorate of Estate Planning and Upkeep

Attachment B Functional Relationships in Defence Estate Data

9

Functional Parent

Expected Child Items Child requires Functional Parent

ES.Hy.HW - Equipment System - Hydraulic - Heated Water

E.Hy.01.03 - Equipment - Hydraulic - Delivery - Hot Water Unit Yes

E.Hy.01.05 - Equipment - Hydraulic - Delivery - Pump Yes

E.Hy.01.06 - Equipment - Hydraulic - Delivery - Reticulation No

E.Hy.01.09 - Equipment - Hydraulic - Delivery - Shock Suppressor Yes

E.Hy.01.10 - Equipment - Hydraulic - Delivery - Solar Hot Water Panel Yes

E.Hy.01.11 - Equipment - Hydraulic - Delivery - Valve Yes

E.Hy.02.03 - Equipment - Hydraulic - Monitoring and Control - Sensor - Tap Yes

E.Hy.02.05 - Equipment - Hydraulic - Monitoring and Control - Flow / Pressure Switch

Yes

E.Hy.03.01 - Equipment - Hydraulic - Storage - Calorifier Yes

E.Hy.03.02 - Equipment - Hydraulic - Storage - Tank - Water Yes

E.Hy.04.02 - Equipment - Hydraulic - Water Treatment - Filter Yes

ES.Hy.PW - Equipment System - Hydraulic - Pool Water Treatment

E.Hy.01.05 - Equipment - Hydraulic - Delivery - Pump Yes

E.Hy.03.02 - Equipment - Hydraulic - Storage - Tank - Water Yes

E.Hy.04.01 - Equipment - Hydraulic - Water Treatment - Chemical Injection System

Yes

E.Hy.04.02 - Equipment - Hydraulic - Water Treatment - Filter Yes

E.Hy.04.04 - Equipment - Hydraulic - Water Treatment - UV Disinfection Device Yes

E.Hy.04.06 - Equipment - Hydraulic - Water Treatment - Ozone Treatment Unit Yes

ES.Hy.ST - Equipment System - Hydraulic - Sewage Treatment

E.Hy.01.05 - Equipment - Hydraulic - Delivery - Pump Yes

E.Hy.01.06 - Equipment - Hydraulic - Delivery - Reticulation No

E.Hy.02.01 - Equipment - Hydraulic - Monitoring and Control - Flow Meter Yes

E.Hy.03.03 - Equipment - Hydraulic - Storage - Tank - Waste Yes

E.Hy.04.01 - Equipment - Hydraulic - Water Treatment - Chemical Injection System

Yes

E.Hy.04.02 - Equipment - Hydraulic - Water Treatment - Filter Yes

E.Hy.04.04 - Equipment - Hydraulic - Water Treatment - UV Disinfection Device Yes

E.Hy.04.07 - Equipment - Hydraulic - Water Treatment - Arrestor Interceptor Yes

E.Hy.06.02 - Equipment - Hydraulic - Stormwater - Surge Mitigation Device Yes

E.Hy.07.01 - Equipment - Hydraulic - Sewer - Activated Sludge Treatment Yes

E.Hy.07.02 - Equipment - Hydraulic - Sewer - Aerator Yes

E.Hy.07.03 - Equipment - Hydraulic - Sewer - Agitator Yes

E.Hy.07.04 - Equipment - Hydraulic - Sewer - Chemical Dosing Pot Yes

E.Hy.07.05 - Equipment - Hydraulic - Sewer - Cyanide Removal System Yes

E.Hy.07.07 - Equipment - Hydraulic - Sewer - Floating Disc Skimmer Yes

E.Hy.07.08 - Equipment - Hydraulic - Sewer - Floating Offtake Yes

E.Hy.07.10 - Equipment - Hydraulic - Sewer - Macerator Yes

E.Ws.01.18 - Equipment - Waste - Liquid Waste - Coping Point Yes

Page 28: Estate Data Tool Guidance Notes · 2017. 8. 31. · 1 Estate Data Tool Guidance Notes 1. Introduction 1.1.1 This document has been prepared by Directorate of Estate Planning and Upkeep

Attachment B Functional Relationships in Defence Estate Data

10

Functional Parent

Expected Child Items Child requires Functional Parent

ES.Hy.SW - Equipment System - Hydraulic - Stormwater

E.Hy.01.05 - Equipment - Hydraulic - Delivery - Pump Yes

E.Hy.01.06 - Equipment - Hydraulic - Delivery - Reticulation No

E.Hy.03.02 - Equipment - Hydraulic - Storage - Tank - Water Yes

E.Hy.04.02 - Equipment - Hydraulic - Water Treatment - Filter Yes

E.Hy.04.07 - Equipment - Hydraulic - Water Treatment - Arrestor Interceptor Yes

E.Hy.06.01 - Equipment - Hydraulic - Stormwater - First Flush Diversion Yes

ES.Hy.WB - Equipment System - Hydraulic - Wash Bay

E.Hy.01.05 - Equipment - Hydraulic - Delivery - Pump Yes

E.Hy.01.06 - Equipment - Hydraulic - Delivery - Reticulation No

E.Hy.01.11 - Equipment - Hydraulic - Delivery - Valve No

E.Hy.02.01 - Equipment - Hydraulic - Monitoring and Control - Flow Meter No

E.Hy.02.05 - Equipment - Hydraulic - Monitoring and Control - Flow / Pressure Switch

No

E.Hy.03.02 - Equipment - Hydraulic - Storage - Tank - Water Yes

E.Hy.03.03 - Equipment - Hydraulic - Storage - Tank - Waste No

E.Hy.04.01 - Equipment - Hydraulic - Water Treatment - Chemical Injection System

Yes

E.Hy.04.02 - Equipment - Hydraulic - Water Treatment - Filter No

E.Hy.04.07 - Equipment - Hydraulic - Water Treatment - Arrestor Interceptor No

E.Hy.07.02 - Equipment - Hydraulic - Sewer - Aerator Yes

E.Hy.07.04 - Equipment - Hydraulic - Sewer - Chemical Dosing Pot Yes

ES.Hy.WT - Equipment System - Hydraulic - Water Treatment

E.Hy.01.05 - Equipment - Hydraulic - Delivery - Pump Yes

E.Hy.03.02 - Equipment - Hydraulic - Storage - Tank - Water Yes

E.Hy.04.01 - Equipment - Hydraulic - Water Treatment - Chemical Injection System

Yes

E.Hy.04.02 - Equipment - Hydraulic - Water Treatment - Filter Yes

E.Hy.04.04 - Equipment - Hydraulic - Water Treatment - UV Disinfection Device Yes

E.Hy.04.06 - Equipment - Hydraulic - Water Treatment - Ozone Treatment Unit Yes

ES.Sa.FA - Equipment System - Safety - Fall Arrest

E.Sf.02.01 - Equipment - Safety - Safe Access - Anchor Point Yes

E.Sf.02.03 - Equipment - Safety - Safe Access - Ladder Fixing Point Yes

E.Sf.02.05 - Equipment - Safety - Safe Access - Static Line Yes

E.Sf.02.06 - Equipment - Safety - Safe Access - Ladder/Platform Yes

Page 29: Estate Data Tool Guidance Notes · 2017. 8. 31. · 1 Estate Data Tool Guidance Notes 1. Introduction 1.1.1 This document has been prepared by Directorate of Estate Planning and Upkeep

Attachment B Functional Relationships in Defence Estate Data

11

Functional Parent

Expected Child Items Child requires Functional Parent

ES.R - Equipment System - Range Live Fire

E.Co.06.01 - Equipment - Communication - Monitoring and Control - Dial-out Yes

E.El.01.06 - Equipment - Electrical - Appliance - Battery and Charger Yes

E.R.01.01 - Equipment - Live Fire Target Equipment - Projectile Locating System - Intelligent Transducer Bar

Yes

E.R.01.02 - Equipment - Live Fire Target Equipment - Projectile Locating System - Intelligent VDU

Yes

E.R.01.03 - Equipment - Live Fire Target Equipment - Projectile Locating System - Lane Initiator

Yes

E.R.02.02 - Equipment - Live Fire Target Equipment - Target Control - Controller Yes

E.R.02.03 - Equipment - Live Fire Target Equipment - Target Control - Range Supervising Computer

Yes

E.R.03.02 - Equipment - Live Fire Target Equipment - Target Mechanism - Hostile Fire Simulator

Yes

E.R.03.03 - Equipment - Live Fire Target Equipment - Target Mechanism - Night Shoot Attachment

Yes

E.R.03.04 - Equipment - Live Fire Target Equipment - Target Mechanism - Target Frame

Yes

E.R.03.05 - Equipment - Live Fire Target Equipment - Target Mechanism - Target Mechanism

Yes

ES.Sc.A - Equipment System - Security - Alarm

E.Co.06.01 - Equipment - Communication - Monitoring and Control - Dial-out Yes

E.El.01.06 - Equipment - Electrical - Appliance - Battery and Charger Yes

E.Sc.02.01 - Equipment - Security - Alarm - Duress Device Yes

E.Sc.02.02 - Equipment - Security - Alarm - End of Line Module (EOL) Yes

E.Sc.02.03 - Equipment - Security - Alarm - Head End Yes

E.Sc.02.04 - Equipment - Security - Alarm - Key Pad Yes

E.Sc.02.05 - Equipment - Security - Alarm - Microswitch Yes

E.Sc.02.06 - Equipment - Security - Alarm - Photo Electric Beam Yes

E.Sc.02.07 - Equipment - Security - Alarm - Satellite Siren Yes

E.Sc.02.10 - Equipment - Security - Alarm - Sensor - Seismic Detector Yes

E.Sc.02.11 - Equipment - Security - Alarm - Sensor - Magnetic Contact Yes

E.Sc.02.12 - Equipment - Security - Alarm - Sensor - Movement Yes

E.Sc.02.13 - Equipment - Security - Alarm - Controller - Wireless Yes

E.Sc.02.14 - Equipment - Security - Alarm - Panel Yes

E.Sc.02.15 - Equipment - Security - Alarm - Rack Yes

E.Sc.02.16 - Equipment - Security - Alarm - Sensor - Photo Electric Beam Yes

ES.St - Equipment System - Steam

E.St.01.01 - Equipment - Steam - Delivery - Reticulation Yes

E.St.01.02 - Equipment - Steam - Delivery - Valve No

E.St.02.01 - Equipment - Steam - Production - Pump - Condensate No

E.St.02.02 - Equipment - Steam - Production - Steam Boiler Yes

E.St.02.03 - Equipment - Steam - Production - Tank - Steam Yes

Page 30: Estate Data Tool Guidance Notes · 2017. 8. 31. · 1 Estate Data Tool Guidance Notes 1. Introduction 1.1.1 This document has been prepared by Directorate of Estate Planning and Upkeep

Attachment B Functional Relationships in Defence Estate Data

12

Functional Parent

Expected Child Items Child requires Functional Parent

ES.Sc.AC - Equipment System - Security - Access Control

E.Co.06.01 - Equipment - Communication - Monitoring and Control - Dial-out Yes

E.El.01.06 - Equipment - Electrical - Appliance - Battery and Charger Yes

E.Sc.01.01 - Equipment - Security - Access Control - Data Gathering Control Panel

Yes

E.Sc.01.02 - Equipment - Security - Access Control - Central Control Unit Yes

E.Sc.01.03 - Equipment - Security - Access Control - Controller - Access Door Yes

E.Sc.01.04 - Equipment - Security - Access Control - Automatic Gate Yes

E.Sc.01.06 - Equipment - Security - Access Control - Biometric Reader Yes

E.Sc.01.07 - Equipment - Security - Access Control - Break Glass Unit Yes

E.Sc.01.09 - Equipment - Security - Access Control - Head End Yes

E.Sc.01.10 - Equipment - Security - Access Control - Key Pad Yes

E.Sc.01.11 - Equipment - Security - Access Control - Lock Yes

E.Sc.01.12 - Equipment - Security - Access Control - Proximity Card Reader No

E.Sc.01.14 - Equipment - Security - Access Control - Sensor - Movement Yes

E.Sc.01.17 - Equipment - Security - Access Control - Controller - Input / Output No

E.Sc.01.19 - Equipment - Security - Access Control - Fence Protection No

E.Sc.01.20 - Equipment - Security - Access Control - Rack No

E.Sc.01.21 - Equipment - Security - Access Control - Sensor - Photo Electric Beam

Yes

E.Sc.01.22 - Equipment - Security - Access Control - Alert - Audio Visual No

E.Sc.03.01 - Equipment - Security - Access Control - Automatic Bollard No

E.Sc.03.02 - Equipment - Security - Access Control - Motorised Door No

E.Sc.03.03 - Equipment - Security - Access Control - Closed Circuit TV (CCTV) Yes

E.Sc.03.06 - Equipment - Security - Access Control - Monitor Yes

E.Sc.03.07 - Equipment - Security - Access Control - Racer No

E.Sc.03.08 - Equipment - Security - Access Control - Recorder No

E.Sc.03.09 - Equipment - Security - Access Control - Turnstile No

IS.A.AP - Infrastructure System - Airfield - Apron

E.A.05.01 - Equipment - Airfield - Runway - Aircraft Earthing Point No

E.A.05.03 - Equipment - Airfield - Runway - Tie Down Point No

ES.A.L - Equipment System - Airfield - Lighting No

I.A.01.01 - Infrastructure - Airfield - Apron - Aircraft Parking Area Yes

I.A.01.02 - Infrastructure - Airfield - Apron - Apron Shoulder Yes

I.A.01.07 - Infrastructure - Airfield - Apron - Taxi Lane Yes

I.A.01.08 - Infrastructure - Airfield - Apron - Apron Yes

I.D.02.08 - Infrastructure - Detached Outdoor Structure - General Structure - Equipment Cabinet

No

Page 31: Estate Data Tool Guidance Notes · 2017. 8. 31. · 1 Estate Data Tool Guidance Notes 1. Introduction 1.1.1 This document has been prepared by Directorate of Estate Planning and Upkeep

Attachment B Functional Relationships in Defence Estate Data

13

Functional Parent

Expected Child Items Child requires Functional Parent

IS.A.RWY - Infrastructure System - Airfield - Runway

E.A.05.02 - Equipment - Airfield - Runway - Status Board No

E.A.05.05 - Equipment - Airfield - Runway - Heavy Roller No

ES.A.AA - Equipment System - Airfield - Arrestor and Alarm No

ES.A.L - Equipment System - Airfield - Lighting No

I.A.02.01 - Infrastructure - Airfield - Runway Strip - Blast Pavement No

I.A.02.02 - Infrastructure - Airfield - Runway - Helipad Yes

I.A.02.03 - Infrastructure - Airfield - Runway - Runway Yes

I.A.02.04 - Infrastructure - Airfield - Runway - Shoulder No

I.A.02.05 - Infrastructure - Airfield - Runway Strip - Helicopter Landing Zone Yes

I.A.04.01 - Infrastructure - Airfield - Structure - Arrestor Cable Slot No

I.A.04.05 - Infrastructure - Airfield - Structure - Arrestor Barrier Footing No

I.D.02.08 - Infrastructure - Detached Outdoor Structure - General Structure - Equipment Cabinet

No

IS.A.TWY - Infrastructure System - Airfield - Taxiway

ES.A.L - Equipment System - Airfield - Lighting No

I.A.05.01 - Infrastructure - Airfield - Taxiway - Taxiway Yes

I.A.05.02 - Infrastructure - Airfield - Taxiway - Taxiway Shoulder No

I.A.05.03 - Infrastructure - Airfield - Taxiway - Operational Readiness Platform No

I.D.02.08 - Infrastructure - Detached Outdoor Structure - General Structure - Equipment Cabinet

No

IS.Cn.UM - Infrastructure System - Control - Utility Management

I.D.02.08 - Infrastructure - Detached Outdoor Structure - General Structure - Equipment Cabinet

No

IS.Co - Infrastructure System - Communication

ES.C - Equipment System - Communication No

I.Co.01.01 - Infrastructure - Communication - Reticulation - Cable Yes

I.Co.02.03 - Infrastructure - Communication - Structure - Maintenance Pit No

I.D.02.08 - Infrastructure - Detached Outdoor Structure - General Structure - Equipment Cabinet

No

IS.El.SL - Infrastructure System - Electrical - Street and Security Lighting

E.El.05.02 - Equipment - Electrical - Lighting - Light - External No

IS.Fe - Infrastructure System - Fencing

I.Fe.01.01 - Infrastructure - Fencing - Fencing - Cattle Grid No

I.Fe.01.02 - Infrastructure - Fencing - Fencing - Fence Yes

I.Fe.01.03 - Infrastructure - Fencing - Fencing - Non-motorised Gate No

I.Fe.02.01 - Infrastructure - Fencing - Security Device - Barrier No

I.Fe.02.02 - Infrastructure - Fencing - Security Device - Non-Automatic Bollard No

I.Fe.02.03 - Infrastructure - Fencing - Security Device - Spike Strip No

I.Fe.02.04 - Infrastructure - Fencing - Security Device - Turnstile No

Page 32: Estate Data Tool Guidance Notes · 2017. 8. 31. · 1 Estate Data Tool Guidance Notes 1. Introduction 1.1.1 This document has been prepared by Directorate of Estate Planning and Upkeep

Attachment B Functional Relationships in Defence Estate Data

14

Functional Parent

Expected Child Items Child requires Functional Parent

IS.El.D - Infrastructure System - Electrical - Distribution

E.El.04.02 - Equipment - Electrical - Distribution - Transformer Yes

E.El.04.24 - Equipment - Electrical - Distribution - Pillar Yes

E.El.04.25 - Equipment - Electrical - Distribution - Termination Pot Head Yes

E.El.04.26 - Equipment - Electrical - Distribution - Transformer - Power Isolation Yes

E.El.06.02 - Equipment - Electrical - Distribution - Changeover Device Yes

E.El.06.18 - Equipment - Electrical - Distribution - Isolator Yes

E.El.06.19 - Equipment - Electrical - Distribution - Coping Point Yes

E.El.08.12 - Equipment - Electrical - Safety - HV Protection Yes

E.Sf.01.02 - Equipment - Safety - Emergency Safety - LV Rescue Kit No

ES.El.D - Equipment System - Electrical - Distribution Yes

ES.El.G - Equipment System - Electrical - Generation Yes

I.D.02.08 - Infrastructure - Detached Outdoor Structure - General Structure - Equipment Cabinet

No

I.El.01.01 - Infrastructure - Electrical - Distribution - Maintenance Pit No

I.El.01.02 - Infrastructure - Electrical - Distribution - Cable Yes

I.El.03.02 - Infrastructure - Electrical - Transmission - In-coming Service Line Yes

IS.G - Infrastructure System - Gas

ES.G - Equipment System - Gas No

I.D.02.08 - Infrastructure - Detached Outdoor Structure - General Structure - Equipment Cabinet

No

I.G.01.03 - Infrastructure - Gas - Reticulation - Maintenance Pit No

I.G.01.04 - Infrastructure - Gas - Reticulation - Pipe Yes

IS.Hy.FW - Infrastructure System - Hydraulic - Fire Water

None

IS.Hy.Ir - Infrastructure System - Hydraulic - Irrigation

E.Hy.01.04 - Equipment - Hydraulic - Delivery - Irrigation Sprinkler Head No

E.Hy.02.07 - Equipment - Hydraulic - Monitoring and Control - Irrigation Controller

Yes

I.D.02.08 - Infrastructure - Detached Outdoor Structure - General Structure - Equipment Cabinet

No

IS.Hy.Sr - Infrastructure System - Hydraulic - Sewer

E.Cn.02.04 - Equipment - Control - Environmental - Water Quality Meter No

I.D.02.08 - Infrastructure - Detached Outdoor Structure - General Structure - Equipment Cabinet

No

I.Hy.01.07 - Infrastructure - Hydraulic - Reticulation - Pipe Yes

I.Hy.01.09 - Infrastructure - Hydraulic - Reticulation - Standpipe No

I.Hy.03.07 - Infrastructure - Hydraulic - Structure - Maintenance Pit No

I.Hy.05 - Infrastructure - Hydraulic - Waste Water Treatment Plant Yes

Page 33: Estate Data Tool Guidance Notes · 2017. 8. 31. · 1 Estate Data Tool Guidance Notes 1. Introduction 1.1.1 This document has been prepared by Directorate of Estate Planning and Upkeep

Attachment B Functional Relationships in Defence Estate Data

15

Functional Parent

Expected Child Items Child requires Functional Parent

IS.Hy.SW - Infrastructure System - Hydraulic - Stormwater

E.Cn.02.04 - Equipment - Control - Environmental - Water Quality Meter No

I.D.02.08 - Infrastructure - Detached Outdoor Structure - General Structure - Equipment Cabinet

No

I.Hy.01.06 - Infrastructure - Hydraulic - Reticulation - Channel or Open Drain Yes

I.Hy.01.10 - Infrastructure - Hydraulic - Reticulation - Slotted Subsurface Drainage

No

I.Hy.03.01 - Infrastructure - Hydraulic - Structure - Culvert Yes

I.Hy.03.07 - Infrastructure - Hydraulic - Structure - Maintenance Pit No

I.Hy.03.10 - Infrastructure - Hydraulic - Structure - Stormwater Control Structure No

I.Hy.03.11 - Infrastructure - Hydraulic - Structure - Stormwater Inlet Yes

I.Hy.03.12 - Infrastructure - Hydraulic - Structure - Weir Yes

IS.Hy.WS - Infrastructure System - Hydraulic - Water Supply

E.Hy.01.08 - Equipment - Hydraulic - Delivery - Coping Point Yes

E.Hy.03.02 - Equipment - Hydraulic - Storage - Tank - Water Yes

I.D.02.08 - Infrastructure - Detached Outdoor Structure - General Structure - Equipment Cabinet

No

I.Hy.01.07 - Infrastructure - Hydraulic - Reticulation - Pipe Yes

I.Hy.01.09 - Infrastructure - Hydraulic - Reticulation - Standpipe No

I.Hy.02.01 - Infrastructure - Hydraulic - Storage or Extraction Source - Bladder Tank

No

I.Hy.02.02 - Infrastructure - Hydraulic - Storage or Extraction Source - Bore or Well

Yes

I.Hy.02.03 - Infrastructure - Hydraulic - Storage or Extraction Source - Dam Yes

I.Hy.03.07 - Infrastructure - Hydraulic - Structure - Maintenance Pit No

I.Hy.04 - Infrastructure - Hydraulic - Water Treatment Plant Yes

IS.Ma.N - Infrastructure System - Marine - Navigation

E.Ma.01.01 - Equipment - Marine - Navigation Aid - Navigation Beacon Yes

I.D.02.08 - Infrastructure - Detached Outdoor Structure - General Structure - Equipment Cabinet

No

I.Ma.01.01 - Infrastructure - Marine - Navigation Aid - Depth Indicator Gauge Yes

I.Ma.01.02 - Infrastructure - Marine - Navigation Aid - Navigation Marker Yes

I.Ma.02.05 - Infrastructure - Marine - Structure - Navigation Channel Yes

IS.RW - Infrastructure System - Railway

I.D.02.08 - Infrastructure - Detached Outdoor Structure - General Structure - Equipment Cabinet

No

I.RW.01.01 - Infrastructure - Railway - Structure - Platform No

I.RW.01.02 - Infrastructure - Railway - Structure - Track Yes

Page 34: Estate Data Tool Guidance Notes · 2017. 8. 31. · 1 Estate Data Tool Guidance Notes 1. Introduction 1.1.1 This document has been prepared by Directorate of Estate Planning and Upkeep

Attachment B Functional Relationships in Defence Estate Data

16

Functional Parent

Expected Child Items Child requires Functional Parent

IS.Pe - Infrastructure System - Pedestrian

I.D.02.08 - Infrastructure - Detached Outdoor Structure - General Structure - Equipment Cabinet

No

I.RP.01.05 - Infrastructure - Road / Pavement / Path - Pavement - Path Yes

I.RP.02.01 - Infrastructure - Road / Pavement / Path - Pedestrian Access Feature - Access Ramp

No

I.RP.02.02 - Infrastructure - Road / Pavement / Path - Pedestrian Access Feature - Footbridge

No

I.RP.02.03 - Infrastructure - Road / Pavement / Path - Pedestrian Access Feature - Handrail

No

I.RP.02.04 - Infrastructure - Road / Pavement / Path - Pedestrian Access Feature - Stairway

No

I.RP.02.05 - Infrastructure - Road / Pavement / Path - Pedestrian Access Feature - Tunnel

No

IS.RP - Infrastructure System - Road

E.El.05.08 - Equipment - Electrical - Lighting - Light - Traffic No

I.D.02.08 - Infrastructure - Detached Outdoor Structure - General Structure - Equipment Cabinet

No

I.RP.01.01 - Infrastructure - Road / Pavement / Path - Pavement - Intersection No

I.RP.01.06 - Infrastructure - Road / Pavement / Path - Pavement - Road Yes

I.RP.03.01 - Infrastructure - Road / Pavement / Path - Road Feature - Bridge No

I.RP.03.02 - Infrastructure - Road / Pavement / Path - Road Feature - Bus Stop No

I.RP.03.03 - Infrastructure - Road / Pavement / Path - Road Feature - Depth Indicator Gauge

No

I.RP.03.04 - Infrastructure - Road / Pavement / Path - Road Feature - Platform or Ramp

No

I.RP.03.05 - Infrastructure - Road / Pavement / Path - Road Feature - Road Fencing

No

I.RP.03.06 - Infrastructure - Road / Pavement / Path - Road Feature - Road Mirror No

I.RP.03.07 - Infrastructure - Road / Pavement / Path - Road Feature - Traffic Calming Device

No

I.RP.03.08 - Infrastructure - Road / Pavement / Path - Road Feature - Traffic Island

No

I.RP.03.09 - Infrastructure - Road / Pavement / Path - Road Feature - Causeway No

I.RP.03.10 - Infrastructure - Road / Pavement / Path - Road Feature - Weir No

I.RP.03.11 - Infrastructure - Road / Pavement / Path - Road Feature - Underpass No

I.RP.03.12 - Infrastructure - Road / Pavement / Path - Road Feature - Verge No

I.Sg.06.01 - Infrastructure - Signage - Street Signage - Street Name No

I.Sg.06.02 - Infrastructure - Signage - Street Signage - Traffic Management No

Page 35: Estate Data Tool Guidance Notes · 2017. 8. 31. · 1 Estate Data Tool Guidance Notes 1. Introduction 1.1.1 This document has been prepared by Directorate of Estate Planning and Upkeep

Attachment C Data Relationships – Physical Parent & Functional Parent

Other Details …Physical ParentPhysical Parent TypeEstate Id (BSA Id)Base Support Area

Estate Id (Region Id)Region

Functional Parent

Physical ParentPhysical Parent TypeEstate IdEquipment System

Other Details …Functional ParentFunctional Parent TypePhysical ParentPhysical Parent TypeEstate IdEquipment

Other Details …Physical ParentPhysical Parent TypeEstate Id (Space Id)Space

Other Details …Physical ParentPhysical Parent TypeEstate Id (Level Id)Level

Other Details …Physical ParentPhysical Parent TypeEstate Id (Bldg Id)Building

Other Details …Physical ParentPhysical Parent TypeEstate Id (Prop Id)Property

1035

1035

1035

1035

1035

1035 1035

1035

1014

1014

1014

1014

1014 1014

1014

1012

1012

1012

1012

1012

1012

1012 10111013

The physical relationship is defined in the child record by 1014 Physical Parent Type (first level Estate Class of physical parent) and 1012 Physical Parent (Estate Id of physical parent). The functional relationship is defined in the child record by 1013 Functional Parent Type (first level Estate Class of functional parent) and 1011 Functional Parent (Estate Id of functional parent.

Page 36: Estate Data Tool Guidance Notes · 2017. 8. 31. · 1 Estate Data Tool Guidance Notes 1. Introduction 1.1.1 This document has been prepared by Directorate of Estate Planning and Upkeep

Attachment D Estate Id Form

1

Guidance for requesting unique Estate Identifiers using the Estate Id Form.

Mandatory fields Date of Request Date of request (today). Requested By Company / Agency name of party requesting the Estate Ids. Requestor Name Name of requestor point of contact. Requestor Email Mandatory Email address of requestor point of contact. Project Reference Project Reference. Defence project number (if applicable). Property Id Property Id for the new Estate Item. Format = 4 digit (pppp) Estate Class 1 Estate Class 1 new Estate Id from Valid Estate Classes.

Mandatory field for Building, Infrastructure or Land Space only Site Reference Identify the Site within the property for this item. Eg A for

Site A. Mandatory for.

Provided when available Estate Class 2 Estate Class 2 for new Estate Id (if known) from Valid Estate

Classes. Non-mandatory.

Estate Class 3 Estate Class 3 for new Estate Id (if known) from Valid Estate Classes. Non-mandatory.

Estate Class 4 Estate Class 4 for the new Estate Item from Valid Estate Classes. Non-mandatory.

Do Not Use. DSRG Supplied Estate Identifier Supplied by Defence in response to this request.

Page 37: Estate Data Tool Guidance Notes · 2017. 8. 31. · 1 Estate Data Tool Guidance Notes 1. Introduction 1.1.1 This document has been prepared by Directorate of Estate Planning and Upkeep

Attachment E Attribute Groups

1

The following attributes groups are used in the Estate Data Tool. To enter data into a grouped attribute, double click on the cell and enter the data as row 1, row 2, etc. Each row refers to an instance of the attribute group.

Attribute Group Attributes Applicable Estate Class

Asbestos Containing Materials Description of the status of Asbestos Containing Materials.

4660 ACM Presence

4665 ACM Date Surveyed 4670 ACM Condition

4675 ACM Control

4676 ACM Control Rationale 4680 ACM Labelling

4685 ACM Risk Rating

4690 Asbestos Containing Material 4695 ACM Accessibility

4701 ACM Sample ID

4705 ACM Location Desc 4710 ACM Application

4715 ACM Unit of Measure

4720 Asbestos Type 4725 ACM Qty Value

4730 ACM Date Reported

H.14 Hazard – Asbestos Containing Materials

Documents Documents that relate to the item on the estate.

2080 Document Ref (Objective, URL) 2155 Document Type

2156 Document Date

2157 Document Description

All Estate Classes

Airfield Lighting Circuit Details

3800 Visual Aid Function 3825 Airfield Light

3830 Airfield Light Quantity

3835 Airfield Light Description 3840 Airfield Light Beam

3845 Airfield Light Filter Type

3850 Airfield Light Filter Colour 3855 Airfield Lamp Type

3860 Airfield Lamp Power

3865 Airfield Lamp Description 3870 SIT Type

3875 SIT Rating 3880 SIT Transformation Ratio

E.A.03.01 Equipment – Airfield - Visual Aid – Airfield Lighting Circuit

Warranty Details

Warranty details - dates, contacts and terms.

1170 DLP/Warranty Start Date

1175 DLP/Warranty End Date

1180 DLP/Warranty Contractor Name 1185 DLP/Warranty Contractor Phone

1190 DLP/Warranty Contractor Email

1195 DLP/Warranty Contract Terms 1200 DLP/Warranty Comments

All Building

All Infrastructure Systems

All Infrastructure All Equipment Systems

All Equipment

Pavement Layer Details  Details of each layer of the Airfield Pavement.

5995 Layer Number

6000 Layer Material

6005 Layer Thickness 6010 Layer Strength Value

Selected Infrastructure Airfield Pavement Estate Classes

     

Page 38: Estate Data Tool Guidance Notes · 2017. 8. 31. · 1 Estate Data Tool Guidance Notes 1. Introduction 1.1.1 This document has been prepared by Directorate of Estate Planning and Upkeep

Attachment E Attribute Groups

2

Attribute Group Attributes Applicable Estate Class

Hazard Details 1

Details of risks, controls and classifications for the Hazard.

7510 Impacted Estate

7520 Hazard Risk Type 7525 Untreated Risk Consequence

7530 Untreated Risk Likelihood

7535 Untreated Risk Level 7540 Treated Risk Consequence

7545 Treated Risk Likelihood

7550 Treated Risk Level 7555 Hazard Controls

7557 Hazard Control Type

All Hazards except

H.05 Hazardous & Explosive Area H.06 Hazardous Substance

H.14 Asbestos Containing Materials

Hazard Details 2

Details of risks, controls and classifications for the Hazard.

7510 Impacted Estate

7520 Hazard Risk Type 7525 Untreated Risk Consequence

7530 Untreated Risk Likelihood

7535 Untreated Risk Level 7540 Treated Risk Consequence

7545 Treated Risk Likelihood 7550 Treated Risk Level

7555 Hazard Controls

7557 Hazard Control Type 7560 Hazardous Substance Class

H.06 Hazardous Substance

H.14 Asbestos Containing Materials

Hazard Details 3

Details of risks, controls and classifications for the Hazard.

7510 Impacted Estate

7520 Hazard Risk Type

7525 Untreated Risk Consequence 7530 Untreated Risk Likelihood

7535 Untreated Risk Level

7540 Treated Risk Consequence 7545 Treated Risk Likelihood

7550 Treated Risk Level

7555 Hazard Controls 7557 Hazard Control Type

7560 Hazardous Substance Class

7565 Hazardous Area Classification

H.05 Hazardous & Explosive Area

Defence Group Group(s) occupying the Building.

3110 Defence Group 3115 Division

3120 Branch

All Building All Land Space and

Property

Registrable Plant Crane & Hoist Inspection

7640 Crane and Hoist Inspection 7620 Inspection - Last Done

7625 Inspection - Next Due

Selected Hoist & Cranes Equipment Estate Classes for which Registrable Plant Crane & Hoist Inspections apply

Registrable Plant Pressure Vessel Inspection

RPPI 7635 PV Inspection

RPPI 7620 Inspection - Last Done RPPI 7625 Inspection - Next Due

Selected Catering, Compressed Air, Fire Suppression, Fuel, Gas, HVAC, Hydraulic, Medical & Steam for which Registrable Plant Pressure Vessel Inspections apply

Registrable Plant Vertical Transportation Inspection

RPVI 7645 VT Inspection

RPVI 7620 Inspection - Last Done RPVI 7625 Inspection - Next Due

Selected Lifting Equipment, Lifts and Elevators for which Registrable Plant Vertical Transportation Inspections apply

Registrable Plant Registration

7360 Registration Number

7370 Expiry Date

Selected equipment estate classes for which Registrable Plant Registrations apply.