Paper InstrumentsDownload

AI for facilities management

Ultramarine Work runs in the folder where your asset lists, work order exports, bills and floor plans sit. From them it builds the condition assessment and capital plan, levels bids and checks COIs. It can also bring the 300 log current.

Ultramarine WorkComing to Windows
Capital-renewal-plan-FY27-31.xlsxExample
BuildingCRVDeferred maintenanceFCIRatingRenewal scope
Hale Street Service Center$3,300,000$561,0000.17PoorReplace the 84,000 sf membrane roof and two dock heaters, funded FY27.
Mill Street Plant$18,400,000$2,150,0000.117PoorThe Building 200 roof, condenser piping and both MCC lineups fall in FY27–FY28.
Riverside Annex$9,800,000$1,078,0000.11PoorSwitchgear MSA-2, the 1968 domestic risers and corridor lighting sit in FY28.
Northgate Office$7,400,000$495,8000.067FairRTU replacements and the BAS controller refresh follow in FY29.
Dexter Road Warehouse$6,200,000$279,0000.045GoodThe LED aisle-lighting retrofit and two evaporator fans slip to FY31.

NoteRemove the $430,000 switchgear estimate with no quote behind it, which drops the FCI to 0.066 and out of the poor band.

Ask it for

  • “Turn the FCA field notes and photos into a condition register, give each of the 14 buildings an FCI against replacement value and rank the 5-year plan by risk.”

    Capital-renewal-plan-FY27-31.xlsx
  • “Audit 12 months of electric and gas bills for the Mill Street plant against the meter reads and the rate schedule, and give me the weather-normalized EUI.”

    Utility-audit-2025.xlsx
  • “Level the 3 roof replacement bids against our scope sheet and price every exclusion, including the ones buried in their qualification letters.”

    Roof-bid-tab.xlsx
  • “Check Ashford Mechanical’s ACORD 25 against the janitorial contract’s insurance section and draft the deficiency letter for the missing CG 20 10 endorsements.”

    Ashford-COI-deficiency-letter.docx
  • “Build PM tasks and intervals for the 2 chillers and 28 rooftop units from the manuals and 5 years of work order history.”

    PM-tasks-chillers-RTUs.xlsx
  • “Draft the emergency action plan for the Novi plant from the floor plans and alarm drawings, with exit routes, drills and crowd managers for the open house.”

    EAP-Novi-site.docx

Inside the Facilities & Workplace Management mode

  • Facility condition and capital plan

    One pass over the walkthrough notes, photos and asset list gives you the condition register, an FCI per building and a multi-year renewal plan ranked by risk.

  • Energy and utility analysis

    The bill audit tests usage against meter reads and the rate schedule, weather-normalizes EUI and checks it against Portfolio Manager and the carbon limit.

  • Emergency action plan

    The 1910.38 plan it drafts covers alarm reporting, exit routes, accounting for people, critical shutdowns, drills and crowd managers.

  • Maintenance planning and scheduling

    It breaks the backlog into ready work packages and weekly schedules loaded to the crew hours you have, with parts kitted and turnaround scope frozen.

  • Maintenance strategy and reliability

    PM intervals come from the failure patterns. PM compliance, MTBF and MTTR are tracked, and the point where repair stops beating replacement is priced.

  • Bid tabulation and leveling

    Quote leveling prices every exclusion and adjusts each total against the scope sheet, so the cheapest bid stops hiding its gaps.

  • Certificate of insurance tracking

    Each ACORD 25 gets checked against what the contract requires, and the gap list names the endorsements the checkboxes cannot prove.

  • Safety incidents and OSHA records

    It drafts the recordability call for each injury, keeps the 300 and 301 forms tied to the log, fills in the 300A and computes TRIR and DART from hours worked.

  • Project schedule

    The move or outage schedule carries a WBS, logic-linked tasks and a critical path, baselined so slippage shows while you can still resequence.

  • Root cause analysis and CAPA

    For a repeat failure, it works the five whys back to evidence, separates the failed coil from the failed process and checks that the corrective action held.

  • Business case and capital allocation

    An AHU replacement or a BAS retrofit becomes a capital request with the NPV and payback the CFO can rank against every other ask.

  • Close variance and forecasting

    It explains the utilities and services variances against budget, rolls the O&M forecast forward and assembles the pack for the leadership review.

  • Contract drafting and redlining

    The janitorial or elevator service agreement gets marked up against your standard terms, with a list of what changed, what it risks and what it costs.

Office skills
Excel, Word, PowerPoint, PDF
Tools
Read, edit and write files, Search files, Run code, Search and read the web, View images
Connectors
SharePoint, Google Drive, Gmail, and additional custom connectors
House style
Your fonts, layouts and rules, on every file

How it works

  1. 1

    Open the building folder

    Drop in the asset list, the work order history exported from the CMMS, utility bills, floor plans, bids and COIs, plus the photos from the last walkthrough.

  2. 2

    Tell it what you need

    The ask might be an FCI by building, a leveled bid tab, a PM schedule sized to the crew-hours you have or the 300 log brought current. Each piece names the files it drew on and flags anything it could not reconcile.

  3. 3

    Review it and decide

    Spot-check the plugged costs before the award, route the 300A certification to the company executive who signs it and carry the capital case to the CFO. Every file it touched is yours to accept or send back.

Who it’s for

Facilities, workplace and building managers and coordinators, space planners and facilities directors responsible for space, building systems, service vendors and site safety.

Questions

Our asset data is messy. Does it just make things up?

It does not guess, and its skills require it to flag what it could not find or reconcile. A missing install date or a cost with no support comes back flagged, not filled in, and each FCI row cites the field notes and photos behind it. The thinner the work order history, the more flags, because every number shows where it came from.

Can we put floor plans and badge data in the folder?

Yes, it can read both, and whether they belong in the folder is your data policy’s call. Ultramarine Work changes files only in the project’s folder. When a request needs it, it can read files elsewhere on your computer, never passwords, keys or app data, and you can turn that off in settings. The model runs on Paper Instruments’ servers, so the content it works on is sent there to be processed. Paper Instruments is SOC 2 Type II, and our security and compliance details are on our compliance page.

Does it decide which vendor wins the bid?

No, the award is yours to make. It normalizes every quote against the scope sheet, prices the exclusions and shows the adjusted totals, and it counts buyout savings only where scope matches scope. The negotiation and the signature stay with you.

What if it gets a condition rating wrong?

You catch it in review, because every rating and cost cites the file it came from. Review every file it touched before the board sees the numbers, and the FCI math in live formulas makes that a spot check rather than a rebuild. Nothing replaces standing on the roof.

Try the Facilities & Workplace Management mode in Ultramarine Work

Ultramarine WorkComing to Windows