Spreadsheet: mary_fischer__25442__roi_version_2
Sheet: Capital Investment Survey

 | Capital Investment Survey | Response |  |  | Y
 |  |  |  |  | N
 | A) Please select the statement that best describes the customer's current warranty management system | 1 |  |  | 1
 | 1) Manual based with no auto notification of warranty expiration or linkage to asset management/work order system. |  |  |  | 2
 | 2) Electronic with some expiration notification capabilities.  Time based warranties accomodated but little or no support for meter based.  Some linkage to an asset management/work order system. |  |  |  | 3
 | 3) Fully warranty system tied in or part of an asset management system.  Track asset warranties and process warranty claims and provides for unlimited warranties against any asset.  Accommodates both meter- and date-based warranties and automatically tracks all work orders in the system that have a potential claim. In addition, retrieves the work orders for claim processing and posts specified [NAME] readings for claim and historical purposes and allows for time-elapse warranties on consumable parts not registered as assets. |  |  |  | 4
 | B) Please select the statement that best describes the customer's asset tracking system | 2
 | 1) No asset tracking system in use (rudimentary fixed asset register only).  No ability to determine which assets still exist and where located.
 | 2) Fixed asset system in place; administered by accounting.  Asset inventory periodically completed on spot check basis (local level data reported to corporate).  Assets frequently found missing or retired.
 | 3) Fixed asset system linked to Asset Mgmt system including GL mapping.  Asset movement tracked in real time, fixed asset system updated.  Little if any discrepancies found and few write-offs experienced.
 | C) Please select the statement that best describes the customer's PM system.  (Also used in Asset Productivity Survey) | 2
 | 1) No workorder or asset management system in place.  No measurement, tracking, or reporting of labor and material costs at an asset level.  No documentation of failures at an asset level.  No understanding of reoccurring or high dollar failures.
 | 2) Site-level work order system in place with reporting and analysis capabilities.  Some measurements, tracking, and / or reporting of labor and material costs at an asset level.  [NAME] personnel are receiving some training on the maintenance key performance indicators for the assets they maintain.
 | 3) Enterprise level asset management system in place.  All critical assets are monitored for predictive or condition based maintenance.  Metrics are analyzed for statistically significant variation.  A thorough inspection program is maintained and documented utilizing an enterprise asset management system.  Cost impacts of asset management decisions are documented utilizing an EAM system.
 | D) Please select the statement that best describes the customer's asset performance and cost history analytics. | 2
 | 1) Little or no historical data on asset performance and cost to maintain.
 | 2) Partial data on asset performance and cost to maintain.  But little if any trend analysis used to improve asset purchase decisions.
 | 3) Asset purchases thoroughly analyzed based on prior performance and historical cost of operation metrics.
 | E) Total CAPEX last year? | 1730000
 | F) % of CAPEX that requires tracking and maintenance? | 0.625
 | G) Number of physical asset audits per year? | 2 | days
 | H) Man-hours to complete each audit? | 664 | days
 | I) Fully loaded cost per man-hour? | 56 | days
 | J) Total asset write-offs in the past five years? | 2112000 | Days