component of a package of 10 key oversight
documents for asset
schedule of maintenance and inspections is sometimes a rather long and
complicated document, that can be anywhere from 5 to 20 pages in
It tells us what maintenance is necessary and how often it
should be done in order to properly preserve
Content of SOMI
The SOMI contains the following information about
each of the assets:
A spreadsheet template is provided here.
- Name of the asset (eg., sloped shingle
- Description of the asset (see asset inventory)
- List of maintenance tasks (eg., clean
- Recommended intervals for each task
(eg., 4 times a year)
- Skill level for each maintenance
activity (eg. licensed contractor)
- Cost for the task.
- Identification number for each task
(optional but helpful for reference purposes)
who normally carries out the work (see: SOSA)
The Importance of SOMI
Listed below is a
summary of some of the key reasons why a schedule of maintenance and
inspections is important:
- To identify resource requirements
- To help track and verify that a program
has been completed
- To schedule staff and coordinate with
- To determine optimal pricing for
- To inform the owners to be prepared and
The SOWE forms one of the reference documents
for the Operations
and Maintenance Support Information (OMSI).
- To demonstrate the need for adequate
funding to complete the necessary work.
Design of SOMI
There are many different ways in which SOMI can be structured.
Organized into the following categories
Checklists can be
organized in a variety of ways, including the following:
- by asset (eg., roof,
- by year (eg., 2012,
- by season
- by interval (daily,
- by trade contractor (HVAC,
- by responsibility
maintenance vs. in house)
- by priority (eg.,
high, medium, low).
- by skill level
(eg., owner, contractor, consultant).
Fig. SOMI on the
pyramid with ten interrelated schedules to assist the owners with
responsible stewardship of their assets.
Sample excerpt from a maintenance checklist
illustrate the description of the events, the intervals and other
Examples of routine maintenance activities that occur frequently, such
as vacuuming of the carpets and servicing of the mechanical equipment.
Maintenance location charts are a useful tool to help
provide owners with a visual reference that is not available from
The maintenance plan organized into seasonal maintenance tasks
(cleaning, inspecting, etc) and distributed across the different systems (mechanical, electrical, etc).
Fig. Excerpt from
a sample schedule of maintenance and inspections.