BG 24/2012
ACKNOWLEDGEMENTS
All rights reserved. No part of this publication may be reproduced, stored in a retrieval system,
or transmitted in any form or by any means electronic or mechanical including photocopying,
recording or otherwise without prior written permission of the publisher.
© BSRIA BG 24/2012
PREFACE
The issue of effective audits was raised by John Armstrong the author of
AG 13/2000 Toolkit for Building Operation Audits in a recent CIBSE
maintenance task group meeting. We are very pleased to be able to
update this guide and make the toolkit available to the industry.
Between us we have now produced this guidance and toolkit that is easy
to use, streamlines the audit process and allows you to track progress and
capture the results effortlessly.
Jo Harris
July 2012
© BSRIA BG 24/2012
CONTENTS
© BSRIA BG 24/2012
CONTENTS
FIGURES
Figure 1 : Continuous Improvement 2
Figure 2 : Two levels of Audit 4
TABLES
Table 1 : Optional audit front sheet 20
Table 2 : Property Information 21
Table 3 : Housekeeping checklist 46
Table 4 : Plant condition checklist 46
REFERENCES 51
© BSRIA BG 24/2012
INTRODUCTION 2
The audit process and its outcome is broken down to the following key
stages:
process review
correcting problems
preventing problems
dynamic improvements.
The audit process provided in this guide will support the implementation
[1].
of good practice asset management as outlined in PAS 55-1 To assist
this we have annotated the elements in section 8 of this guide,
[2]
highlighting the relevant section in relation to clause 4 of PAS 55-2 .
The main purposes of the audit are to highlight deviations from plans or
expectations, to evaluate the need for improvement and to take
corrective action.
Audit
purpose
What do
Re-assess
we know?
Opportunities Is this
for improvement happening?
Notes and
actions
1.2 PURPOSE OF Operation and maintenance audits are carried out for a number of
AUDITS reasons including:
© BSRIA BG 24/2012
2 AUDITS
2 AUDITS
2.1 LEVEL OF AUDITS An audit can be conducted at two levels - strategic or operational as
illustrated in Figure 2.
STRATEGIC AUDITS
OUTPUTS INPUTS
Planned
Arrangements
Productivity Resources
Operation
Customer and Knowledge
Satisfaction Quality Maintenance
Process Supervision
Time
planning and
Control
OPERATIONAL AUDITS
Strategic audits
Strategic requirements for operation and maintenance match
organisational objectives and are determined at management level. The
strategic audit examines the status and effectiveness of the organisation’s
operation and maintenance system. It determines whether the overall
maintenance strategy, maintenance priorities and resourcing are suitable
to achieve the objectives of the organisation. The strategic audit also
enables management to continually review and re-focus maintenance
strategies and action plans to meet those objectives.
For example; the organisation may require some building services plant
to operate at a higher level of operational availability. Changing the
requirements and setting different targets are strategic decisions. The
method of achieving these targets and the deployment of resources,
within the budget, are operational level decisions.
© BSRIA BG 24/2012
Sample page from downloadable toolkit
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Allocated Audit Questions by Key Contact >