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Schedule of Maintenance & Inspections (SOMI)
One component of a package of 10 key oversight documents for asset management.

The schedule of maintenance and inspections is sometimes a rather long and complicated document, that can be anywhere from 5 to 20 pages in length.

It tells us what maintenance is necessary and how often it should be done in order to properly preserve the assets.

Content of SOMI
The SOMI contains the following information about each of the assets:
  • Name of the asset (eg., sloped shingle roof)
  • Description of the asset (see asset inventory)
  • List of maintenance tasks (eg., clean gutters)
  • 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)
  • Contractor who normally carries out the work (see: SOSA)
A spreadsheet template is provided here.


The Importance of SOMI
Listed below is a summary of some of the key reasons why a schedule of maintenance and inspections is important:

     Planning
  • To identify resource requirements
  • To help track and verify that a program has been completed
  • To schedule staff and coordinate with the ownership
     Estimating
  • To determine optimal pricing for maintenance.
     Budgeting
  • To inform the owners to be prepared and not surprised.
     Funding
  • To demonstrate the need for adequate funding to complete the necessary work.
The SOWE forms one of the reference documents for the Operations and Maintenance Support Information (OMSI).


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:
Schedule of Maintenance and Inspections SOMI
Fig. SOMI on the asset management pyramid with ten interrelated schedules to assist the owners with responsible stewardship of their assets.


Maintenance checklist sample
Fig. Sample excerpt from a maintenance checklist to illustrate the description of the events, the intervals and other pertinent information.


maintenance tasks
Fig. Examples of routine maintenance activities that occur frequently, such as vacuuming of the carpets and servicing of the mechanical equipment.


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Fig. Maintenance location charts are a useful tool to help provide owners with a visual reference that is not available from checklists.


The maintenance plan organized into seasonal maintenance tasks.
Fig. The maintenance plan organized into seasonal maintenance tasks (cleaning, inspecting, etc) and distributed across the different systems (mechanical, electrical, etc).


Schedule of Maintenance and Inspections SOMI - excerpts
Fig. Excerpt from a sample schedule of maintenance and inspections.

See also:
See other Schedules:


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