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Sustainable design being an integral part of any facility management philosophy, the O&M manual provides a means to reduce operating costs as part of a comprehensive Maintenance Program, which includes the Maintenance Plan (MP).
O&M manual content and format requirements are conveyed through a detailed Statement of Work (SOW), sufficiently tailored to satisfy the Owner's Facility Management (FM) needs. The efforts of experienced technical writers, editors, engineering technicians, trainers, 3D modelers, illustrators, and software specialists can ensure that an Owner receives comprehensive, site-specific (as-built), user-oriented documentation of the highest quality.
Develop the O&M manual contents using terms that maintenance personnel with general technical expertise understand.
O&M procedures at the system level do not replace manufacturers' documentation for specific pieces of equipment, but rather supplement those publications and guide their use. Training for new personnel is considered a vital element of operation & maintenance, especially when new equipment is installed or emerging technology is being employed. The purpose of a Maintenance Plan (MP) is to describe the best means to maximize equipment operational availability, while minimizing equipment downtime. Preventive maintenance (PM) data includes equipment tag information, procedures, replacement parts, special tools, lubrication requirements, service providers, warranty information, etc. The collection of data can start early in the process as it has been determined that up to 48% of the data is available at the 100% design phase. O&M Manuals provide procedures to operate and maintain a facility's various systems and equipment. Utility Systems: Discusses the various site utility systems that interface with the facility. Conveying Systems: General information and preventive maintenance for elevators, escalators, wheel chair lifts, conveyors, etc. Other Systems Based on Facility Requirements: General information and preventive maintenance requirements for other systems and equipment not already identified.
Maintenance Charts: Maintenance charts include maintenance frequency checklists, maintenance summary, lamp replacement data sheet, equipment data sheets, recommended maintenance and service contacts, and a recommended work order form. Description - System-Level: Description of the system and its purpose, how it operates, and any interfaces it may have.



Problems and Solutions - Troubleshooting: System-level troubleshooting tables guide maintenance personnel, via fault tree analysis, in a sequential, step-by-step isolation of a system problem to identify faulty equipment. Safety warnings and cautions regarding potential hazards, both to personnel and to equipment.
Electrical schematics, piping diagrams, and air flow schematics provide equipment interconnections and are important for troubleshooting. Valve schedules indicating valve number, location, type, size, normal position, and description. For O&M manuals, it is often referred to as the Interactive Electronic Manual (IEM), for training materials, Computer-Based Training (CBT). Enter pertinent data via COBie for its transfer into the owner's CMMS or CAFM application for use by the operation and maintenance staff. The Owner should contract directly with the system-level manual developer, not via the construction contractor. Custom-developed documentation should meet or exceed the Owner's existing or other accepted commercial standards and practices for both format and content. However, many organizations have developed their own standards which vary from organization to organization. Your information will not be kept in our records or used for any other purpose than to send the message.
This effort should be considered in the planning and design phases, and is typically carried out in the construction phase. It's important to the overall facility management program that facilities personnel be properly instructed and motivated. Training should be ongoing to keep pace with technology and equipment changes in the facility.
Once developed, the MP will typically identify PM task descriptions and schedules, troubleshooting, corrective maintenance (repair) task descriptions, and spare parts identification, stockage (quantity), and any unique storage requirements. It is important to analyze and evaluate a facility from the system level, then develop procedures to attain the most efficient systems integration, based on as-built information and the Maintenance Program philosophy. Outlines the structure, content, how to use the manual, and includes a brief outline of the various systems covered. These include water supply systems, sanitary waste, electrical, natural gas, communications, security, and storm water, etc. The importance of conducting an annual inspection is discussed together with record keeping forms for conducting the inspections.


A listing of maintenance tasks with their recommended frequencies of performance is included.
Manufacturers' literature generally provides procedures to operate, maintain, troubleshoot, and repair specific items at the equipment level. Typical malfunctions, tests, or inspections, and corrective actions or recommendations to correct malfunctions are included.
COBie is a method of capturing information typically required during construction and provided to Owners, typically the same information that is required at project handover. Much is dependent upon the O&M philosophy and the particular nature and purpose of the facility. Building Information Modeling (BIM) and, in particular, COBie, introduced at the front end of the project helps facilitate the entire process. Training courses will familiarize personnel with the procedures necessary to operate and maintain complex systems and equipment, often using the system-level O&M manual as a basis of information.
The BIM should be used for commissioning, and then the information can be provided immediately for O&M use the day the facility opens. This in itself may require the performance of a task and skills analysis to ensure that any given facility is staffed appropriately. Using the National BIM Standard-United States™ open information standards will help ensure that the project is not locked into any one vendor and can use any product that supports the open standard for BIM. Specific material or complete documents can also be electronically scanned for its 'on-line' use, such as linking from the system-level manual.
Navy may require the development of an O&M Support Information (OMSI) manual for a facility that houses engine test cells. It can then be integrated with the overall O&M manual for completion and turnover to the Owner within a specified timeframe.
The goal is to effectively and efficiently support the life cycle of the facility by eliminating unplanned shutdowns and realizing life-cycle cost savings.



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