Step 1
What is driving the need? Pick the main reason you are looking at the record now.
Primary triggerNeed help defining scope Rebid / support review Vendor takeover Upgrade or migration Diligence or risk review Tenant turnover / fit-out Closeout correction Annual record refresh Support contract check Cyber / OT visibility Cleanup mystery equipment Portfolio standardization Timing pressureNormal planning Decision needed soon Urgent / active issue
Step 2
What systems and areas are in scope? Property typeSelect property type Tenant suite / one floor Multi-floor office Small low-rise building Mid-size commercial building Large / high-rise / tower Complex property / campus Portfolio sample Floors / levels
Approximate areaUnknown / not available Under 25,000 SF 25,000 - 75,000 SF 75,000 - 150,000 SF 150,000 - 300,000 SF 300,000 - 750,000 SF 750,000 SF+
Systems in scope Select systems in scope Device / endpoint rangeUnknown Under 50 50 - 150 150 - 300 300 - 400 400+ Average devices per systemUnknown 1 - 20 devices/system 21 - 50 devices/system 51 - 100 devices/system 101 - 200 devices/system 200+ devices/system
Step 3
How mature is the building technology record? Check only the gaps that apply. Leave the rest blank.
Building Record Maturity Score --/100 Category: -- Select documentation gaps to calculate the score.
Current record gaps Select record gaps (optional) Checked items lower the score. Leave items unchecked when the record is current and owner-controlled.
Step 4
How difficult will field verification be? Use quick ranges. If your team does not know, skip this step and Globin Engineering can confirm these conditions during intake.
Existing system record conditionNot sure / skip for now Current owner records are mostly reliable Records exist but are stale or inconsistent Unknown, inherited, or no trusted baseline Known messy condition: abandoned devices, bad counts, old vendors, poor labels
Floorplans availableNot sure / skip for now Current CAD/PDF floorplans available Old, partial, or not fully trusted floorplans No usable floorplans / field sketch required
System exports / vendor reportsNot sure / skip for now Good exports/reports available for most systems Some exports or reports available No reliable exports / vendor records
Vendor relationshipNot sure / skip for now Cooperative / responsive vendors Mixed vendor cooperation Poor relationship, dispute, takeover, or unknown support boundaries
Site access difficultyNot sure / skip for now Normal business-hours access Occupied spaces, scheduling, escorts, or after-hours windows Restricted / critical areas, multiple escorts, campus operations, or limited shutdown windows
Intended output levelDiscovery / Scoping Assessment Single-System Baseline Tenant / Office Technology Package Standard Full Building Package Large Building Package Class A / Trophy Single Asset Portfolio / Multi-Asset Program
