This facilities operations pre site data needs checklist helps teams prepare solution development by collecting key information across costs, staffing, contracts, service levels, and assets. Capture current and previous budgets for labor, materials, overtime, and benefits, plus contracted labor and materials. Document staffing details including organization charts, full time equivalents, manager and supervisor counts, wage and burden rates, and any unionized arrangements. Compile contract documents, scopes of work, counts and values, and service frequency and watchstanding requirements. Gather CMMS asset data, preventive maintenance and service request history, and response and delivery time service level agreements. Inventory client, leased, and vendor owned equipment and tools, vehicles, software, and supporting technology. Include project management and capital planning inputs with a five year capital plan and summaries of recent and current projects.
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