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Maintenance Summary Form

The document provides specifications for maintenance manuals. It outlines requirements for manual format and contents, including equipment descriptions, operating procedures, and maintenance procedures. Manuals must be submitted for approval according to the schedule provided.

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0% found this document useful (0 votes)
46 views14 pages

Maintenance Summary Form

The document provides specifications for maintenance manuals. It outlines requirements for manual format and contents, including equipment descriptions, operating procedures, and maintenance procedures. Manuals must be submitted for approval according to the schedule provided.

Uploaded by

roydipjyoti
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOC, PDF, TXT or read online on Scribd
You are on page 1/ 14

SPECIFICATIONS - DETAILED PROVISIONS

Section 01430 - Maintenance Manual Requirement Section

CONTENTS

PART 1 - GENERAL...............................................................................................................................1
1.01 DEFINITIONS..............................................................................................................................1
1.02 MAINTENANCE DOCUMENTS....................................................................................................1
1.03 MAINTENANCE MANUAL - GENERAL.........................................................................................1
1.04 MANUALS FOR EQUIPMENT AND SYSTEMS..............................................................................4
1.05 MANUALS FOR MATERIALS AND FINISHES................................................................................6
1.06 MANUAL SUBMISSION REQUIREMENTS....................................................................................7
1.07 SCHEDULE OF MANUALS...........................................................................................................8
1.08 MAINTENANCE SUMMARY........................................................................................................9
PART 2 - PRODUCTS (NOT USED).........................................................................................................9
PART 3 - EXECUTION (NOT USED)........................................................................................................9

MAINTENANCE SUMMARY FORM

Rev: 12/09/13
[Page Left Intentionally Blank]
Maintenance Manual Requirement Section
Section 01430 – 1

SECTION 01430
MAINTENANCE MANUAL REQUIREMENT SECTION

PART 1 - GENERAL

1.01 DEFINITIONS

A. Maintenance Operation: As used in the Maintenance Summary Form is defined to mean


any routine operation required to ensure satisfactory performance and longevity of
equipment. Examples of typical maintenance operations are lubrication, belt tensioning,
adjustment of pump packing glands, and routine adjustments.

1.02 MAINTENANCE DOCUMENTS

A. Maintenance Manuals shall include, but not be limited to:

1. Parts books

2. Service / Shop manuals

3. Performance curve

4. Specifications

5. Warranty info

B. Manuals for equipment and systems shall be prepared by equipment or system


manufacturer only.

1.03 MAINTENANCE MANUAL - GENERAL

A. Prepare data in the form and format of an instructional manual for use by DISTRICT's
personnel.

B. Manual Format:

1. Size: 8½ inches by 11 inches.

2. Paper: 20-pound minimum, white for typed pages.

3. Text: Manufacturer's printed data, or neatly typewritten.


Maintenance Manual Requirement Section
Section 01430 – 2

4. Drawings:

a) Provide reinforced punched binder tab, bind in with text.


b) Reduced to 8½ inches by 11 inches, or 11 inches by 17 inches folded to 8½
inches by 11 inches.
c) Where reduction is impractical, fold and place in 8½ inches by 11 inches
envelopes bound in text.
d) Suitably identify Specification section, product type Drawings, and
envelopes.

5. Three-hole punch data for binding and composition; arrange printing so that
punched holes do not obliterate data.

6. Provide fly-leaf for each separate product, or each piece of operating equipment,
with typed description of product and major component parts of equipment and
provide with heavy section dividers with numbered plastic index tabs.

7. Provide each manual with title page, and typed table of contents with consecutive
page numbers. Place contents of entire set, identified by volume number, in each
binder.

8. Cover: Identify each volume with typed or printed title "OPERATION AND
MAINTENANCE MANUAL, VOLUME NO.," if applicable, and list:

a) Project title.
b) Designate the system or equipment for which it is intended.
c) Identity of separate structure as applicable.
d) Identity of equipment number and Specification section.

9. Assemble and bind material in same order as specified, as much as possible.

10. Prepare material in manuals suitable for reproduction, copy clarity, and quality
equal to original. Photocopying of material will be acceptable, except for material
containing photographs.

C. Binders:

1. Preliminary Manuals: Heavy paper covers.

2. Final Manuals: Commercial quality, substantial, permanent, three-ring binders


with durable, cleanable, plastic binders.

D. Table of contents neatly typewritten, arranged in a systematic order:

1. CONTRACTOR, name of responsible principal, address, and telephone number.


Maintenance Manual Requirement Section
Section 01430 – 3

2. List of each product required to be included, indexed to content of each volume.

3. List with Each Product: Name, address, and telephone number of Subcontractor,
Supplier, installer, and maintenance contractor, as appropriate.

a) Identify area of responsibility of each.


b) Provide local source of supply for parts and replacement.

4. Identify each product by product name and other identifying numbers or symbols
as set forth in Contract Documents.

E. Product Data:

1. Include only those sheets that are pertinent to specific product.

2. Clearly annotate each sheet to:

a) Identify specific product or part installed.


b) Identify data applicable to installation.
c) Delete references to inapplicable information.

F. Drawings: Supplement product data with drawings as necessary to clearly illustrate:

1. Relations of component parts of equipment and systems.

2. Control and flow diagrams.

3. Coordinate drawings with Project record documents to assure correct illustration


of completed installation.

4. Do not use Project record documents as maintenance manual drawings.

G. Instructions and Procedures: Within text, as required to supplement product data.

1. Handling, storage, maintenance during storage, assembly, erection, installation,


adjusting, testing, operating, shutdown in emergency, troubleshooting,
maintenance, interface, and as may otherwise be required.

2. Organize in a consistent format under separate heading for each different


procedure.

3. Provide a logical sequence of instructions for each procedure.

4. Provide information sheet for DISTRICT's personnel, including:


a) Proper procedures in the event of failure.
b) Instances that might affect the validity of warranties or Bonds.
Maintenance Manual Requirement Section
Section 01430 – 4

H. Electronic Format:

1. CD in Smart PDF format

1.04 MANUALS FOR EQUIPMENT AND SYSTEMS

A. Provide an operation and maintenance manual for each item of equipment or system as
specified in the individual Specification sections in the quantity listed in Article MANUAL
SUBMISSION REQUIREMENTS.

B. Content for each unit (or common units) and system, as appropriate, complete including
controls, accessories, and appurtenances.

1. Description of Unit and Component Parts:

a) Function, normal operating characteristics, and limiting conditions.


b) Performance curves, engineering data, nameplate data, and tests.
c) Complete nomenclature and commercial number of replaceable parts.

2. Operating Procedures:

a) Startup, break-in, routine, and normal operating instructions.


b) Test procedures and results of factory tests where required.
c) Regulation, control, stopping, and emergency instructions.
d) Shutdown instructions for both short and extended durations.
e) Summer and winter operating instructions, as applicable.
f) Safety precautions.
g) Special operating instructions.
h) Installation instructions.

3. Maintenance and Overhaul Procedures:

a) Final Maintenance Summaries as accepted by ENGINEER for respective unit


or system.
b) Routine operations.
c) Guide to troubleshooting.
d) Disassembly, repair, and reassembly.
e) Alignment, adjusting, and checking.

4. Original manufacturer's parts list, illustrations, detailed assembly drawings


showing each part with part numbers and sequentially numbered parts list, and
diagrams required for maintenance. Preventive maintenance and overhaul
instructions.
Maintenance Manual Requirement Section
Section 01430 – 5

a) Predicted life of parts subject to wear.


b) Items recommended to be stocked as spare parts and ordering instructions.

5. Service and Lubrication Schedule:

a) Instructions and diagrams showing grease/oil points.


b) Recommended type, grade, and temperature range of lubricants and
frequency of lubrication.
c) Include list of lubricants required.

6. Manufacturer's printed operating and maintenance instructions.

7. Description of operation sequence by control manufacturer.

8. List of electrical relay settings, and control and alarm contact settings.

9. Electrical interconnection wiring diagram, including control and lighting systems.

10. As-installed control diagrams by control manufacturer.

11. Results of field functional and performance tests as required.

12. As-installed, color-coded piping diagrams.

13. Charts of valve tag numbers, with the location and function of each valve.

14. Original manufacturer's recommended spare parts list, manufacturer's current


prices, and recommended quantities to be maintained in storage.

15. Other data as required under individual Specification sections.

C. Content for each electric or electronic item or system, as appropriate:

1. Description of Unit and Component Parts:

a) Function, normal operating characteristics, and limiting conditions.


b) Performance curves, engineering data, nameplate data, and tests.
c) Complete nomenclature and commercial number of replaceable parts.
d) Interconnection wiring diagrams, including all control and lighting systems.

2. Circuit Directories of Panelboards:

a) Electrical service.
b) Controls.
c) Communications.
Maintenance Manual Requirement Section
Section 01430 – 6

3. As-installed, color-coded, wiring diagrams.

4. Operating Procedures:

a) Routine and normal operating instructions.


b) Sequences required.
c) Safety precautions.
d) Special operating instructions.

5. Maintenance Procedures:

a) Routine operations.
b) Guide to troubleshooting.
c) Adjustment and checking.
d) List of relay settings, control and alarm contact settings.

6. Manufacturer's printed operating and maintenance instructions.

7. List of original manufacturer's spare parts, manufacturer's current prices, and


recommended quantities to be maintained in storage.

8. Other data as required under pertinent sections of the Specifications. Prepare and
include additional data when the need for such data becomes apparent during
instruction of DISTRICT's personnel.

D. Additional Requirements for Operating and Maintenance Data: See individual


Specification sections.

1.05 MANUALS FOR MATERIALS AND FINISHES

A. Provide an operation and maintenance manual for materials and finishes as specified in
the individual Specification sections in quantity listed in Article MANUAL SUBMISSION
REQUIREMENTS herein.
Maintenance Manual Requirement Section
Section 01430 – 7

B. Content for Architectural Products, Applied Materials, and Finishes:

1. Manufacturer's data, giving full information on products:

a) Catalog number, size, and composition.


b) Color and texture designations.
c) Information required for reordering special-manufactured products.

2. Instruction for Care and Maintenance:

a) Manufacturer's recommendation for types of cleaning agents and methods.


b) Cautions against cleaning agents and methods that are detrimental to
product.
c) Recommended schedule for cleaning and maintenance.

C. Content for Moisture Protection and Weather Exposed Products:

1. Manufacturer's data, giving full information on products:

a) Applicable standards.
b) Chemical composition.
c) Details of installation.

2. Instructions for inspections, maintenance, and repair.

1.06 MANUAL SUBMISSION REQUIREMENTS

A. Manuals for Equipment and Systems

1. Preliminary Manuals: Deliver 1 hard copy plus 3 CD’s in Smart PDF format at the
same time or prior to the date equipment, system subsystem, or component
arrives at Project site or offsite storage. Include copy of warranties, Bonds, and
service agreements if specified. No partial payments will be made for equipment
or systems on hand or installed until preliminary manuals have been submitted.

a) ENGINEER will review and determine adequacy of content, organization,


quality, and fulfillment of requirements of the Contract Documents.
b) Disposition: In accordance with Section F-29, Equipment and Material Items,
under General Conditions.
(i) The EN-14 Shop Drawing submittal transmittal shall provide the
required corrections needed, or acceptance.
Maintenance Manual Requirement Section
Section 01430 – 8

c) If unacceptable, resubmit 1 hard copy plus 3 CD’s in Smart PDF format for
ENGINEER’s review.
d) The preliminary O&M Manual must be accepted with no comments not less
than 30 days prior to equipment or system field testing or startup.

2. Final Manuals: Submit 1 hard copy plus 3 CDs in Smart PDF format.

a) ENGINEER will compare final manuals with accepted preliminary manuals.


(i) If identical, or otherwise acceptable, CONTRACTOR will be so notified.
(ii) If rejected, the hard copy will be returned to CONTRACTOR for
revision; or the hard copy will be retained by DISTRICT and the
necessary revision data will be requested from CONTRACTOR, at
DISTRICT’s option. 3 CDs shall be revised and resubmitted.
b) The final manual shall include the following information:
(i) Field functional and performance test results, if required, signed by
manufacturer's authorized representative.
(ii) Final Maintenance Summary Forms as accepted by ENGINEER.
(iii) Manufacturer Field Service Report complete and certified by
manufacturer's authorized representative.
(iv) Any revisions found desirable during instruction of DISTRICT'S
personnel.
(v) Revised table of contents, as applicable.
c) The final manual shall be bound in 3-ring binders. It shall include each
individual manual and as many 3-ring binders as required to make a
complete manual. Individual manuals shall be inserted into each binder
chronologically by Specification Section Number. Each binder, or Volume of
the final manual, shall have a complete table of contents.

1.07 SCHEDULE OF MANUALS

A. Prepare equipment and system operation and maintenance manuals for each of the
following:

Specification Type of Equipment


Section or System

TO BE COMPLETED

1.08 MAINTENANCE SUMMARY

A. Fill out and complete in the order and format of the Maintenance Summary Form bound
at the end of this section and described below.

1. Each Maintenance Summary may take as many pages as required.

2. Use only 8½ inches by 11 inches size paper.


Maintenance Manual Requirement Section
Section 01430 – 9

3. Use typewriter or electronic printing.

B. Compile an individual Maintenance Summary for each equipment item, respective unit
or system, and for components or subunits.

1. Include detailed lubrication instructions and diagrams showing points to be


greased or oiled; recommend type, grade, and temperature range of lubricants
and frequency of lubrication.

2. All spare parts data to be consistent with manufacturer's Bill of Materials/Parts List
furnished in O&M manuals. "Unit" is the unit of measure for ordering the part,
e.g., each, lot of 3, box of 100, etc. The term "Quantity" is the number of units
recommended. The term "Unit Cost" is the purchase price of a unit at the time
the Equipment Data Form is completed.

C. Preliminary Summaries: Submit 1 hard copy plus 3 CDs in Smart PDF format with, but as
a separate submission from, respective operation and maintenance manual.

1. ENGINEER will review and provide EN-14 Shop Drawing Submittal Transmittal with
comments whether accepted or rejected.

2. The manufacturer's standard form will not be an acceptable substitute.

D. Final Summaries: Final copies shall be included in the preliminary O&M Manual; refer to
part 1.06.A.2).

PART 2 - PRODUCTS (NOT USED)

PART 3 - EXECUTION (NOT USED)

END OF SECTION 01430


Maintenance Manual Requirement Section
Section 01430 – 10

[Page Left Intentionally Blank]


MAINTENANCE SUMMARY FORM

PROJECT CONTRACT NO.

1. EQUIPMENT ITEM

2. MANUFACTURER

3. EQUIPMENT/TAG NUMBER(S)

4. WEIGHT OF INDIVIDUAL COMPONENTS (OVER 100 POUNDS)

5. NAMEPLATE DATA (hp, voltage, speed, etc.)

6. MANUFACTURER'S LOCAL REPRESENTATIVE

a. Name Telephone No.

b. Address

7. MAINTENANCE REQUIREMENTS

Maintenance Operation Lubricant (If


Comments Frequency Applicable)
List briefly each maintenance operation required and List required Refer by symbol
refer to specific information in manufacturer's standard frequency of to lubricant list
maintenance manual, if applicable. (Reference to each required.
manufacturer's catalog or sales literature is not maintenance
acceptable.) operation.
8. LUBRICANT LIST

Reference Standard Or
Symbol Shell Oil Gulf Arco Equal
List symbols List equivalent lubricants, as distributed by each manufacturer for the
used in No. 7 specific use recommended.
above.

9 RECOMMENDED SPARE PARTS FOR OWNER'S INVENTORY

Part Unit
No. Description Unit Qty Cost

Note: Identify parts provided by this contract with two asterisks.

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