Specification#: Description:

1. FORMAT
1.1 1.2

O&M Manual Checklist for Materials, Finishes,Equipment, and Systems

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Data: In the form of an instructional manual.

Binders: Heavy-duty commercial quality, 8-1/2 x 11 inch ring binders with hardback, cleanable, plastic covers. When multiple binders are used, correlate data into related consistent groupings. Cover: Each binder with typed or printed title "Operation And Maintenance Instructions"; list title of Project; identify subject matter of contents. For Final O&M Manual, identify each Volume X of Y where it is the Xth volume of Y total volumes in each O&M set for the project; Identify each volume as being in Set A of B where the volume is part of the Ath set of B total final O&M Manual sets provided for the project. Content: By systems; under section numbers and sequence of Table of Contents. Tabbed flyleaf: For each separate product and system, with typed description of product and major component parts of equipment. Text: Manufacturer's current prepared printed data, or current data from manufacturer's website, printed on 20lb paper. Drawings: Provide with reinforced punched binder tab. Bind in with text; fold larger drawings to size of text pages.

1.3

1.4 1.5 1.6 1.7

2. CONTENTS, EACH VOLUME

2.1 Table of Contents: Provide title of Project; names, addresses and telephone numbers of Owners Authorized Representative and Contractor with name of responsible parties; schedule of products and systems, indexed to content of the volume. Master Index: Provide a master index at the front of each volume which lists each volume in the total set and its major tab numbers as necessary for a user to be able to readily locate a particular O & M instruction. Applicable Information: For each material, finish product, equipment or system as described in paragraph 3 below. In general the O & M Manual should include all information necessary for the operating personnel to effectively and safely operate, service and maintain the subject product, equipment or system. Product Data: Mark each product data sheet to clearly identify specific products and component parts, and data applicable to the installation; delete inapplicable information. Drawings: Supplement product data to illustrate relations of component parts of equipment and systems, to show control and flow diagrams. Drawings included in the O & M Manuals should be provided in 8-1/2 x 11 or 11 x 17 format as appropriate for the content and clarity of the drawing. Typed Text: As required, supplement Manufacturers printed product data and operation and maintenance instructions. Provide logical sequence of instructions for each procedure, incorporating manufacturer's instructions. Make use of manufacturers printed data and information to the maximum extent possible.

2.2

2.3

2.4

2.5

2.6

3. MANUAL FOR MATERIALS AND FINISHES

O&M Manual Checklist

Specification#: Description:

O&M Manual Checklist for Materials, Finishes,Equipment, and Systems

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3.1

Building Products, Applied Materials, and Finishes: Include product data, manufacturers catalog cuts and data sheets with manufacturers catalog number, construction document finish code, size, composition, and color and texture designation. Provide information including sources, names and contact information for re-ordering custom manufactured products. Instructions for Care and Maintenance: Include manufacturer's recommendations for cleaning agents and methods, precautions against detrimental agents and methods, and recommended schedule for cleaning and maintenance. Include repair procedures and instructions. Moisture-protection and Weather-exposed Products: Include product data listing applicable reference standards, chemical composition, and details of installation. Provide recommendations for inspections, maintenance, and repair. Additional Information Requirements: As specified in individual Specifications sections.

3.2

3.3 3.4

4. MANUAL FOR EQUIPMENT AND SYSTEMS

4.1 Section 1 System Description: 4.1.1 Description of equipment and systems and interface and interrelation with other systems and subsystems. 4.1.2 Description of equipment and system controls with as-installed controls diagrams. 4.1.3 Description and as-installed schematic drawings for system controls, interface with other systems, piping, and wiring.

4.1.4 Manufacturer and Installing Contractor : Contact names and telephone numbers. 4.2 Section 2 System Operation: 4.2.1 Initial equipment and system settings. 4.2.2 Procedures and sequence of operation for system start-up, system break-in, all modes of normal operation and normal and emergency shutdown. Procedures for isolating individual equipment from the system, for placing the system or individual equipment on stand-by, for bringing individual equipment online once the system is operating and for isolating subsystems.

4.2.3

4.2.4 Visual inspection parameters. Operating sound and noise warnings. 4.2.5 Normal range of gauge and meter readings. 4.2.6 Design and normal functional operating parameters (capacities, flows, temperatures, speeds, energy consumption, limits, etc.) and manufacturer performance curves.

4.2.7 Seasonal changes in operational requirements and procedures. 4.2.8 Operational log and records requirements. 4.2.9 Recommended safety precautions and practices during system operation, adjustments, servicing, and repair.

O&M Manual Checklist

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O&M Manual Checklist for Materials, Finishes,Equipment, and Systems

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4. MANUAL FOR EQUIPMENT AND SYSTEMS, cont.
4.3 4.3.1 Section 3 System Maintenance:

Preventive and Routine Maintenance (checks, adjustments, calibration, lubrication, parts replacement, etc.) procedures and frequencies including diagrams and isometrics as necessary for clarity.

4.3.2 Routine testing and checkout procedures and frequencies. 4.3.3 Cleaning instructions. List of all special tools and equipment (testing, measurement, and diagnostic) required to perform: equipment and system maintenance and repair. Special tools are those non-standard tools and equipment, designed and developed by the 4.3.4 manufacturer or others, which are necessary to perform successful O & M of the equipment and systems. For tools and equipment requiring calibration, information should include calibration frequency, methods and standards. 4.3.5 4.3.6 List and sources of recommended operating supplies. Lubricants, cleaning materials, etc. with addresses, contact names and telephone numbers. List of original manufacturers spare parts and recommended quantities to be maintained in storage for a 12-month period. Spare parts list shall contain the following information: 4.3.6.1 Parts Descriptions. 4.3.6.2 Manufacturers Part Number. 4.3.6.3 Shelf Life. 4.3.6.4 Recommended Quantity. 4.3.6.5 Unit Price. 4.3.6.6 Name, phone numbers and address of the parts manufacturers. 4.3.6.7 Names, phone numbers and addresses of local part suppliers. 4.4 Section 4 Trouble Analysis: 4.4.1 Breakdown or malfunction conditions. 4.4.2 Trouble indicators. 4.4.3 Troubleshooting and diagnostic guidelines and procedures. 4.4.4 Correction and repair procedures. 4.5 Section 5 Warranty Data(for Final O&M Manual only): 4.5.1 Copies of all warranties. 4.5.2 Warranty periods and special considerations to avoid violating warranty including limitations on repairs by Owner personnel during the warranty period.

4.5.3 Warranty claim procedures including required forms and contact names, addresses, phone numbers and e-mail addresses.

4.6

Section 6 Testing/Commissioning Records(for Final O&M Manual only):

O&M Manual Checklist

Specification#: Description:

O&M Manual Checklist for Materials, Finishes,Equipment, and Systems

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4.6.2 Copies of factory test reports.(FACTORY)

4.6.1 Copies of completed pre-functional system checklists.(MFG) 4.6.3 Copies of completed operational and performance test reports.(FIELD) 4.6.4 Copies of pre-startup deficiency lists, start-up testing deficiency lists and operational testing deficiency lists showing correction of all deficiencies.

4.6.5 Copies of contractor's pre-turnover, interim maintenance records and reports.

5. SUBMITTALS
5.1 Submittals shall be made jointly to the Owners Authorized Representative(s) as described below: Preliminary O & M Manual At least ninety (90) days prior to Substantial Completion and prior to specific training for the Owner's personnel, submit two (2) copies of preliminary O & M Manual, for Equipment and Systems and Materials 5.1.1 and Finishes, to the Owner's Authorized Representative(s). Include proposed: cover, binder, master index, tables of contents,organization and format of each volume, and manufacturer's printed information, drawings, diagrams, and/or tabular data. The Owners Authorized Representative(s) will review and return one (1) copy with comments. Final O&M Manual(Draft) At least thirty (30) days prior to Substantial Completion, submit two (2) copies of corrected 5.1.2 O&M Manuals to the Owner's Authorized Representative(s). One (1) copy will be returned with Owner comments. Correct and revise content of documents prior to final submittal. 5.1.3 Final O&M Manual Within ten (10) days after Substantial Completion, submit four (4) copies of final O&M Manual, incorporating all review comments and corrections to Owners Authorized Representative(s).

O&M Manual Checklist

Specification#: Description:

O&M Manual Checklist for Materials, Finishes,Equipment, and Systems

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ADDITIONAL ADMINISTRATIVE COMMENTS
Complete all local contact information for suppliers and subcontractors Missing Poor quality copies / Inaccurate / Not original or factory supplied copies

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RVW DATE
1 2 3 4 5 6

CORRECTED

TECHNICAL CONTENT
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 Cleaning Solvents - Materials, procedures, precautions. Diagnostic Tables Equipment Operation - Theory and Safety Precautions. Fasteners - Torque values and grades. Lubrication Specifications - MIL SPEC, Supplier, etc Measuring Devices - Placement diagram. Overhaul Procedures. Paint Specifications - MIL SPEC, Supplier, Pantone number, etc Parts Names - Consistent Parts Ordering - Detailed information, Alternate parts list Periodic Maintenance - Frequency and practices. Software Loading and Rebooting - Procedures Special Handling or Storage - Procedure/ process. Special Tools - Required for service/maintenance System Administration - Procedures (e.g. changing passwords adding users, etc.) Task Performance - Sequential steps Technical Assistance - Contacts Technical Illustrations - Block diagrams, pictures, exploded views,wiring and circuit diagrams Technical Values - Pressure, temperature, resistance, voltage or current values,wave forms Testing Processes - After routine maintenance and overhaul.

TRAINING CONTENT
1 2 3 4 Breakdowns - Malfunction conditions, troubleshooting and repair procedures. Equipment and System Settings - Initial. Gauge and Meter readings - Normal. Health and Safety - Concerns, Recommended precautions and practices.

O&M Manual Checklist

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O&M Manual Checklist for Materials, Finishes,Equipment, and Systems

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5 6 7 8 9 Inspection Parameters - Visual, sound and noise warnings. Isolating Individual Equipment and Subsystems during Operations. Manufacturer Contacts. Operating Parameters - Design and normal functional. Preventive and Routine Maintenance - Procedures and frequencies. Routine Testing - Procedures and frequencies. Seasonal Operations - Requirements and procedures. Sources - Replacement parts, operating supplies, lubricants, and cleaning materials Special Tools and Equipment. System Start-up - Sequence of Operation and Emergency Shutdown. Warranty Periods, Procedures, and Violations.

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10 11 12 13 14 15

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