Southwest Environmental Finance Center

A. Does the organization have an asset inventory?
(Click on the answer that most accurately describes your situation.)

0	There is no inventory of the assets of any kind. (0 points)
1	There is a limited asset inventory with no plans to complete the inventory. (1 point)
2	The organization is working towards a complete asset inventory with less than 50% of assets presently included. (2 points)
3	The organization is working on the asset inventory and it currently includes between 50% and 90% of the assets (3 points)
4	There is a complete¹ asset inventory of the organization’s assets and it is used throughout the organization. The asset inventory is not done in a hierarchical structure or the inventory does not include the basic minimum attributes for the majority of the assets - asset ID, asset name, location, condition, useful life, replacement value, energy usage (if any,) probability of failure rating, and consequence of failure rating. (4 points)
5	There is a complete¹ asset inventory of the organization’s assets and it is used throughout the organization. The asset inventory is done in a hierarchical structure. The asset inventory includes the following minimum attributes for the majority of the assets: asset ID, asset name, location, condition, useful life, replacement value, energy usage (if any,) probability of failure rating, and consequence of failure rating. (5 points)

¹Complete refers to greater than 90% of the assets

B. Does the organization have a map of asset locations?
(Click on the answer that most accurately describes your situation.)

0	The organization does not have any type of map of asset locations. (0 points)
1	The organization has some limited mapping with no plans to produce a complete systems map. (1 point)
2	The organization is working towards a complete map of the system with less than 50% of the current system presently mapped. (2 points)
3	The organization is working towards a complete map of the system with more than 50% of the system presently mapped. (3 points)
4	The organization has a comprehensive map of the entire system. It is not linked to the asset inventory data. (4 points)
5	The organization has a comprehensive map of the entire system. It is in a GIS system that is linked to the asset inventory data. (5 points)

C. Does the organization have a process for condition assessment?
(Click on the answer that most accurately describes your situation.)

0	The organization has no process to assess the condition of the assets. (0 points)
1	The organization has a process to assess the condition of the assets, but has notyet begun the process. (1 point)
2	The organization has assessed the condition of less than 50% of the assets. (2 points)
3	The organization has assessed the condition of more than 50% of the assets but has not recorded the information as part of the asset inventory. (3 points)
4	The organization has assessed the condition of more than 50% of the assets and the condition results are recorded in the inventory system. (4 points)
5	The organization has assessed the condition of every¹ asset in the inventory and has recorded these condition results along with the asset inventory. (5 points)

¹Every refers to greater than 90% of the assets

D. Does the organization have a means of estimating useful life?
(Click on the answer that most accurately describes your situation.)

0	The organization has no means to estimate the useful life of assets. (0 points)
1	The organization has developed a process to establish the useful life of the assets,but has not yet begun to use the process. (1 point)
2	The organization has established the useful life of less than 50% of the assets. (2 points)
3	The organization has established the useful life of more than 50% of the assets but has not recorded the information as part of the asset inventory. (3 points)
4	The organization has established the useful life of more than 50% of the assets and has recorded the information as part of the asset inventory. (4 points)
5	The organization has established the useful life of every1 asset in the inventory and has recorded these results along with the asset inventory. (5 points)

¹Every refers to greater than 90% of the assets

E. Has the organization determined asset replacement values?
(Click on the answer that most accurately describes your situation.)

0	The organization has not determined any asset replacement values. (0 points)
1	The organization has developed an approach for determining replacement values but has not yet implemented it. (1 point)
2	The organization has estimated the asset replacement values for less than 50% of the assets. (2 points)
3	The organization has established the replacement value of more than 50% of the assets but has not recorded the information as part of the asset inventory.(3 points)
4	The organization has established the replacement value of more than 50% of the assets and has recorded the information as part of the asset inventory. (4 points)
5	The organization has established the replacement value of every¹ asset in the inventory and has recorded these results along with the asset inventory. (5 points)

¹Every refers to greater than 90% of the assets

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