01 78 23 - Operations & Maintenance Data.pdf

PDF 230 KB Posted

Attached to
Skytop Lodge Sewage Treatment Plant Improvements Project – Contract : 2026-01- Project Number 005153. 0436
Solicitation number
Not on record
Issued by
Monroe County, Pennsylvania

About this file

This is an Operation and Maintenance Data specification section for the Skytop Lodge Sewage Treatment Plant Improvements Project in Pennsylvania, prepared by Herbert, Rowland & Grubic, Inc. The specification outlines the requirements for comprehensive operation and maintenance documentation that the contractor must submit throughout the project execution and at completion. The contractor is required to submit a proposed draft of manuals at or before the 80% payment request milestone, with final submissions of three bound copies and electronic PDF files required prior to system startup, commissioning, or substantial completion. The documentation must be organized in three 8.5 x 11-inch D-ring binders with indexed contents subdivided into directories, operation and maintenance instructions by system, and project documents including shop drawings, balance reports, certificates, and warranties.

The manuals must include detailed operation procedures, maintenance schedules, equipment descriptions with serial numbers and performance curves, wiring diagrams, control sequences, parts lists, startup and shutdown procedures, and manufacturer's original documentation. Specific requirements include panelboard circuit directories, color-coded piping diagrams, valve tag number charts, lubrication schedules, test and balancing reports, and recommended spare parts inventories with current pricing. The contractor must also prepare a manual for materials and finishes detailing care and maintenance instructions, cleaning agents and methods, and precautions for moisture protection and weather-exposed products. All documentation requires engineer approval prior to substantial completion, with preliminary drafts submitted before work commences and revised final volumes submitted within ten days after final inspection.

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01 78 23 - OPERATION AND MAINTENANCE DATA

Herbert, Rowland & Grubic, Inc. 01 78 23 - 1 005153.0436

SECTION 01 78 23 - OPERATION AND MAINTENANCE DATA

PART 1 - GENERAL

1.1 SUMMARY

A. Section Includes:

1. Operation and maintenance data.

B. Related Sections:

1. Section 01 77 00 – Closeout Procedures: Project closeout requirements.

2. Section 01 78 39 - Project Record Documents: Record Drawings, record

Specifications, and record Product Data.

3. Section 01 91 00 - Commissioning: General commissioning requirements.

1.2 SUBMITTALS

A. Section 01 33 00 - Submittal Procedures: Requirements for submittals.

B. Submit proposed final draft of each manual at or before payment request of more than 80% of Contract Price. Include approved product data and shop drawings. Submission, but not approval, of manual is prerequisite for consideration of 80% payment request.

C. Submit three bound copies and an electronic file of each final manual prior to start-up or commissioning of system or equipment. Final manuals must be approved by Engineer prior to the substantial completion.

1.3 OPERATION AND MAINTENANCE DATA

A. Submit in PDF composite electronic indexed file.

B. Submit data bound in 8-1/2 x 11-inch text pages, three D side ring binders with durable covers.

C. Prepare binder cover with printed title "OPERATION AND MAINTENANCE INSTRUCTIONS," title of Project, and subject matter of binder when multiple binders are required. Title shall also be printed on the binder spline.

D. Internally subdivide binder contents with permanent page dividers, logically organized as described below; with tab titling clearly printed under reinforced laminated plastic tabs.

E. Drawings: Provide with reinforced punched binder tab. Bind in with text; fold larger drawings to size of text pages.

F. Contents: Prepare table of contents for each volume, with each product or system description identified, typed on white paper, in three parts as follows:

1. Part 1: Directory, listing names, addresses, and telephone numbers of Engineer, Contractor, Subcontractors, and major equipment suppliers.

Herbert, Rowland & Grubic, Inc. 01 78 23 - 2 005153.0436

2. Part 2: Operation and maintenance instructions, arranged by system and subdivided by subsystem. For each category, identify names, addresses, and telephone numbers of Subcontractors and suppliers. Include the following:

a. Significant design criteria.

b. List of equipment.

c. Parts list for each component.

d. Operating instructions.

e. Maintenance instructions for equipment and systems.

f. Maintenance instructions for finishes, including recommended cleaning methods and materials, and special precautions identifying detrimental agents.

g. Safety precautions to be taken when operating and maintaining or working near equipment.

3. Part 3: Project documents and certificates, including the following:

a. Shop Drawings and product data.

b. Air and water balance reports.

c. Certificates.

d. Originals of warranties and bonds.

1.4 MANUAL FOR OPERATION

A. Content: In addition to requirements in this Section, include operation data required in individual Specification Sections and the following information:

1. System, subsystem, and equipment descriptions.

2. Performance and design criteria.

3. Operating standards.

4. Operating procedures.

5. Operating logs.

6. Wiring diagrams.

7. Controls – sequence of operations and diagrams.

8. Piped system diagrams.

9. Precautions against improper use.

10. License requirements including inspection and renewal dates.

B. Descriptions: Include the following:

1. Product name and model number.

2. Manufacturer's name.

3. Equipment identification with serial number of each component.

4. Equipment function.

5. Operating characteristics.

6. Limiting conditions.

7. Performance curves.

8. Engineering data and tests.

9. Complete nomenclature and number of replacement parts.

C. Operating Procedures: Include the following, as applicable:

1. Startup procedures.

2. Equipment or system break-in procedures.

3. Routine and normal operating instructions.

Herbert, Rowland & Grubic, Inc. 01 78 23 - 3 005153.0436

4. Regulation and control procedures.

5. Instructions on stopping.

6. Normal shutdown instructions.

7. Seasonal and weekend operating instructions.

8. Required sequences for electronic systems.

9. Special operating instructions and procedures.

1.5 MANUAL FOR MATERIALS AND FINISHES

A. Submit two copies of preliminary draft or proposed formats and outlines of contents before start of Work. Engineer will review draft and return one copy with comments.

B. For equipment or component parts of equipment put into service during construction and operated by Owner, submit documents within ten days after acceptance.

C. Submit one copy of completed volumes before Substantial Completion. Draft copy be reviewed and returned after Substantial Completion, with Engineer comments. Revise content of document sets as required prior to final submission.

D. Submit three sets of revised final volumes within ten days after final inspection.

E. Submit in PDF composite electronic indexed file of final manual within ten days after final inspection.

F. Building Products, Applied Materials, and Finishes: Include product data, with catalog number, size, composition, and color and texture designations. Include information for re-ordering custom-manufactured products.

G. 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.

H. Moisture Protection and Weather Exposed Products: Include product data listing applicable reference standards, chemical composition, and details of installation. Include recommendations for inspections, maintenance, and repair.

I. Additional Requirements: As specified in individual product Specification Sections.

J. Include listing in table of contents for design data, with tabbed fly sheet and space for insertion of data.

1.6 MANUAL FOR EQUIPMENT AND SYSTEMS

A. Submit two copies of preliminary draft or proposed formats and outlines of contents before start of Work. Engineer will review draft and return one copy with comments.

B. For equipment, or component parts of equipment put into service during construction and operated by Owner, submit documents within ten days after acceptance.

C. Submit one copy of completed volumes before Substantial Completion. Draft copy will be

Herbert, Rowland & Grubic, Inc. 01 78 23 - 4 005153.0436 reviewed and returned after Substantial Completion, with Engineer comments. Revise content of document sets as required prior to final submission.

D. Submit three sets of revised final volumes within ten days after final inspection.

E. Submit in PDF composite electronic indexed file of final manual within ten days after final inspection.

F. Each Item of Equipment and Each System: Include description of unit or system and component parts. Identify function, normal operating characteristics, and limiting conditions. Include performance curves, with engineering data and tests, and complete nomenclature and model number of replaceable parts.

G. Panelboard Circuit Directories: Provide electrical service characteristics, controls, and communications; by label machine.

H. Include color-coded wiring diagrams as installed.

I. Operating Procedures: Include startup, break-in, and routine normal operating instructions and sequences. Include regulation, control, stopping, shutdown, and emergency instructions. Include summer, winter, and special operating instructions.

J. Maintenance Requirements: Include routine procedures and guide for preventative maintenance and troubleshooting; disassembly, repair, and reassembly instructions; and alignment, adjusting, balancing, and checking instructions.

K. Include servicing and lubrication schedule and list of lubricants required.

L. Include manufacturer's printed operation and maintenance instructions.

M. Include sequence of operation by controls manufacturer.

N. Include original manufacturer's parts list, illustrations, assembly drawings, and diagrams required for maintenance.

O. Include control diagrams by controls manufacturer as installed.

P. Include Contractor's coordination drawings with color-coded piping diagrams as installed.

Q. Include charts of valve tag numbers, with location and function of each valve, keyed to flow and control diagrams.

R. Include list of original manufacturer's spare parts, current prices, and recommended quantities to be maintained in storage.

S. Include test and balancing reports as specified in Section 01 40 00 - Quality Requirements.

T. Additional Requirements: As specified in individual product Specification Sections.

U. Include listing in table of contents for design data with tabbed dividers and space for insertion of data.

Herbert, Rowland & Grubic, Inc. 01 78 23 - 5 005153.0436

PART 2 - PRODUCTS - NOT USED.

PART 3 - EXECUTION – NOT USED.

END OF SECTION

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