01_78_23_O_and_M_Data.pdf

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ORANG Repair Maint. Ramp KJAQ162682

Kingsley Field ANGB Type B-2 Submittal

SECTION 01 78 23

OPERATION AND MAINTENANCE DATA

PART 1 - GENERAL

1.1 DESCRIPTION

A. Compile product data and related information appropriate for Government's maintenance and operation of products furnished under the Contract.

1. Prepare operating and maintenance data as specified in this Section and as referenced in other pertinent sections of specifications.

B. Instruct Government's personnel in the maintenance of products and in the operation of equipment and systems.

1.2 SUBMISSION OF OPERATION AND MAINTENANCE DATA

A. Submit Operation and Maintenance (O&M) Data specifically applicable to this contract and a complete and concise depiction of the provided equipment, product, or system, stressing and enhancing the importance of system interactions, troubleshooting, and long-term preventative maintenance and operation. The subcontractors must compile and prepare data and deliver to the Contractor prior to the training of Government personnel. The Contractor must compile and prepare aggregate O&M data including clarifying and updating the original sequences of operation to as-built conditions. Organize and present information in sufficient detail to clearly explain O&M requirements at the system, equipment, component, and subassembly level. Include an index preceding each submittal. Submit in accordance with this section and Section 01 33 00

SUBMITTAL PROCEDURES.

1.3 Package Quality

A. Documents must be fully legible. Poor quality copies and material with hole punches obliterating the text or drawings will not be accepted.

1.4 Package Content

A. Data package content shall be as shown in the paragraph titled "Schedule of Operation and Maintenance Data Packages." Comply with the data package requirements specified in the individual technical sections, including the content of the packages and addressing each product, component, and system designated for data package submission.

1.5 Changes to Submittals

A. Manufacturer-originated changes or revisions to submitted data must be furnished by the Contractor if a component of an item is so affected subsequent to acceptance of the O&M Data. Submit changes, additions, or revisions required by the Contracting Officer for final acceptance of submitted data within 30 calendar days of the notification of this change requirement.

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1.6 Review and Approval

A. The COR will review a n d verify that the systems and equipment provided meet the requirements of the Contract documents and design intent and recommend approval and acceptance of these O&M manuals to the

Contracting Officer.

1.7 QUALITY ASSURANCE

A. Preparation of data shall be done by Contractor personnel:

1. Trained and experienced in maintenance and operation of the described products.

2. Completely familiar with requirements of this Section.

3. Skilled as a technical writer to the extent required to communicate essential data.

4. Skilled as a draftsman competent to prepare required drawings.

1.8 EQUIPMENT MAINTENANCE SUMMARY FORM

A. Complete and provide a MAINTENANCE SUMMARY FORM for each piece of equipment installed as part of this construction contract. Use a

“standard form” to document equipment maintenance information.

1.9 FORM OF SUBMITTALS

A. Prepare data in the form of an instruction manual for use by Government's personnel. Contractor shall use a standardized electronic template submitted to the Contracting Officer’s Representative (COR) for review and approval. All manuals shall be submitted with this standardized template with cover and spine as described in this Section.

B. Prepare electronic version in PDF format of all operating and maintenance data submittals on labeled compact discs.

C. Format:

(1) Size: 8-1/2 in. x 11 in.

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

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

(4) Drawings:

a. Provide all drawings in AutoCAD and PDF software electronic file, and hardcopy formats

b. Provide reinforced punched binder tab, bind in with text.

c. Fold larger drawings to the size of the text pages.

(5) Provide fly-leaf for each separate product, or each piece of operating equipment.

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a. Provide typed description of product, and major component parts of equipment.

b. Provide indexed tabs.

(6) Cover: Identify each volume with typed or printed title "OPERATION

AND MAINTENANCE INSTRUCTIONS". List:

a. Title of project with facility number.

b. Identify separate structure as applicable.

c. Identify general subject matter covered in the manual.

D. Binders:

1. Commercial quality three-ring binders with durable and cleanable clear plastic covers to hold spine and cover documentation.

2. Maximum ring size: 2 inch.

3. When multiple binders are used, correlate the data into related consistent groupings.

1.10 TYPES OF INFORMATION REQUIRED IN O&M DATA PACKAGES

1.10.1 Operating Instructions

A. Include specific instructions, procedures, and illustrations for the following phases of operation for the installed model and features of each system:

1.10.2 Safety Precautions

A. List personnel hazards and equipment or product safety precautions for all operating conditions Provide recommended safeguards for each identified hazard.

1.10.3 Operator Prestart

A. Include procedures required to install, set up, and prepare each system for use.

1.10.4 Startup, Shutdown, and Post-Shutdown Procedures

A. Provide narrative description for Startup, Shutdown and Post-shutdown operating procedures including the control sequence for each procedure.

1.10.5 Normal Operations

A. Provide narrative description of Normal Operating Procedures. Include

Control Diagrams with data to explain operation and control of systems and specific equipment.

1.10.6 Emergency Operations

A. Include Emergency Procedures for equipment malfunctions to permit a short period of continued operation or to shut down the equipment to prevent further damage to systems and equipment. Include Emergency Shutdown

Instructions for fire, explosion, spills, or other foreseeable contingencies. Provide guidance and procedures for emergency operation

01 78 23 Page 4 of all utility systems including required valve positions, valve locations and zones or portions of systems controlled.

1.10.7 Operator Service Requirements

A. Include instructions for services to be performed by the operator such as lubrication, adjustment, inspection, and recording gage readings.

1.10.8 Environmental Conditions

A. Include a list of Environmental Conditions (temperature, humidity, and other relevant data) that are best suited for the operation of each product, component or system. Describe conditions under which the item equipment should not be allowed to run.

1.10.9 Preventive Maintenance

A. Include the following information for preventive and scheduled maintenance to minimize corrective maintenance and repair for the installed model and features of each system. Include potential environmental and indoor air quality impacts of recommended maintenance procedures and materials.

1.10.10 Lubrication Data

A. Include preventative maintenance lubrication data, in addition to instructions for lubrication provided under paragraph titled "Operator

Service Requirements":

B. A table showing recommended lubricants for specific temperature ranges and applications.

C. Charts with a schematic diagram of the equipment showing lubrication points, recommended types and grades of lubricants, and capacities.

D. A Lubrication Schedule showing service interval frequency

1.10.11 Preventive Maintenance Plan and Schedule

A. Include manufacturer's schedule for routine preventive maintenance, inspections, tests and adjustments required to ensure proper and economical operation and to minimize corrective maintenance. Provide manufacturer's projection of preventive maintenance work-hours on a daily, weekly, monthly, and annual basis including craft requirements by type of craft.

For periodic calibrations, provide manufacturer's specified frequency and procedures for each separate operation.

1.10.12 Cleaning Recommendations

A. Provide environmentally preferable cleaning recommendations in accordance with ASTM E1971 (2005; R 2011) Stewardship for the Cleaning of Commercial and Institutional Buildings.

1.10.13 Corrective Maintenance (Repair)

A. Include manufacturer's recommended procedures and instructions for correcting problems and making repairs for the installed model and

01 78 23 Page 5 features of each system. Include potential environmental and indoor air quality impacts of recommended maintenance procedures and materials.

1.10.14 Troubleshooting Guides and Diagnostic Techniques

A. Include step-by-step procedures to promptly isolate the cause of typical malfunctions. Describe clearly why the checkout is performed and what conditions are to be sought. Identify tests or inspections and test equipment required to determine whether parts and equipment may be reused or require replacement.

1.10.15 Wiring Diagrams and Control Diagrams

A. Wiring diagrams and control diagrams shall be point-to-point drawings of wiring and control circuits including factory-field interfaces. Provide a complete and accurate depiction of the actual job specific wiring and control work. On diagrams, number electrical and electronic wiring and pneumatic control tubing and the terminals for each type, identically to actual installation configuration and numbering.

1.10.16 Maintenance and Repair Procedures

A. Include instructions and a list of tools required to repair or restore the product or equipment to proper condition or operating standards.

1.10.17 Removal and Replacement Instructions

A. Include step-by-step procedures and a list required tools and supplies for removal, replacement, disassembly, and assembly of components, assemblies, subassemblies, accessories, and attachments. Provide tolerances, dimensions, settings and adjustments required. Instructions shall include a combination of text and illustrations.

1.10.18 Spare Parts and Supply Lists

A. Include lists of spare parts and supplies required for maintenance and repair to ensure continued service or operation without unreasonable delays. Special consideration is required for facilities at remote locations. List spare parts and supplies that have a long lead-time to obtain.

1.10.19 Corrective Maintenance Work-Hours

A. Include manufacturer's projection of corrective maintenance work-hours including requirements by type of craft. Corrective maintenance that requires completion or participation of the equipment manufacturer shall be identified and tabulated separately.

1.10.20 Appendices

A. Provide information required below and information not specified in the preceding paragraphs but pertinent to the maintenance or operation of the product or equipment. Include the following:

1.10.21 Product Submittal Data

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A. Provide a copy of all SD-03 Product Data submittals required in the applicable technical sections.

1.10.22 Manufacturer's Instructions

A. Provide a copy of all SD-08 Manufacturer's Instructions submittals required in the applicable technical sections.

1.10.23 O&M Submittal Data

A. Provide a copy of all SD-10 Operation and Maintenance Data submittals required in the applicable technical sections.

1.10.24 Parts Identification

A. Provide identification and coverage for all parts of each component, assembly, subassembly, and accessory of the end items subject to replacement. Include special hardware requirements, such as requirement to use high-strength bolts and nuts. Identify parts by make, model, serial number, and source of supply to allow reordering without further identification. Provide clear and legible illustrations, drawings, and exploded views to enable easy identification of the items. When illustrations omit the part numbers and description, both the illustrations and separate listing shall show the index, reference, or key number that will cross-reference the illustrated part to the listed part. Parts shown in the listings shall be grouped by components, assemblies, and subassemblies in accordance with the manufacturer's standard practice. Parts data may cover more than one model or series of equipment, components, assemblies, subassemblies, attachments, or accessories, such as typically shown in a master parts catalog.

1.10.25 Warranty Information

A. List and explain the various warranties and clearly identify the servicing and technical precautions prescribed by the manufacturers or contract documents in order to keep warranties in force. Include warranty information for primary components such as the compressor of air conditioning system.

1.10.26 Personnel Training Requirements

A. Provide information available from the manufacturers that is needed for use in training designated personnel to properly operate and maintain the equipment and systems.

1.10.27 Testing Equipment and Special Tool Information

A. Include information on test equipment required to perform specified tests and on special tools needed for the operation, maintenance, and repair of components.

1.10.28 Testing and Performance Data

A. Include completed prefunctional checklists, functional performance test forms, and monitoring reports. Include recommended schedule for retesting and blank test forms.

1.10.29 Field Test Reports

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A. Provide Filed Test Reports (SD-06) that apply to equipment associated with the system.

1.10.30 Contractor Information

A. Provide a list that includes the name, address, and telephone number of the General Contractor and each Subcontractor who installed the product or equipment, or system. For each item, also provide the name address and telephone number of the manufacturer's representative and service organization that can provide replacements most convenient to the project site. Provide the name, address, and telephone number of the product, equipment, and system manufacturers.

1.11 Content of Manual

A. Neatly typewritten table of contents for each volume, arranged in a systematic order.

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

2. A list of each product, the name, addresses and telephone number of:

a) Subcontractor or installer.

b) Maintenance contractor, as appropriate.

c) Identify general subject matter covered in the manual.

d) Local source of supply for parts and replacement.

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

B. Product Data:

1. Include only those sheets which are pertinent to the specific product.

2. Annotate each sheet to:

a) Clearly identify the specific product or part installed.

b) Clearly identify the data applicable to the installation.

c) Delete the references to inapplicable information.

C. Drawings:

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

a) Provide all drawings in AutoCAD and PDF software electronic file, and hardcopy formats

b) Relations of component parts of equipment and systems.

c) Control and flow diagrams.

2. Coordinate drawings with information in Project Record Documents to assure correct illustration of completed installation.

3. Do not use Project Record Documents as maintenance drawings.

D. Written text, as required to supplement product data for the particular installation:

1. Organize in a consistent format under separate headings for different procedures.

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

E. Copy of each warranty, bond and service contract issued.

1. Provide information sheet for Government's personnel, give:

a) Proper procedures in the event of failure.

b) Instances which might affect the validity of warranties or bonds.

1.12 MANUAL FOR MATERIALS AND FINISHES

A. Submit three copies of complete manual in final form.

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 re-ordering special manufactured products.

2. Instructions for care and maintenance.

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

(b) Cautions against cleaning agents and methods which are detrimental to the 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 inspection, maintenance and repair.

1.13 MANUAL FOR EQUIPMENT AND SYSTEMS

A. Submit three copies of complete manual in final form.

B. Content, for each unit of equipment and system, as appropriate:

1. Description of unit and component parts.

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

(b) Performance curves, engineering data and tests.

(c) Complete nomenclature and commercial number of all replaceable parts.

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2. Operating procedures

(a) Start-up, break-in, routine and normal operating instructions.

(b) Regulation, control, stopping, shut-down and emergency instructions.

(c) Summer and winter operating instructions.

(d) Special operating instructions.

3. Maintenance Procedures

(a) Routine operations.

(b) Guide to "trouble-shooting".

(c) Disassembly, repair and reassembly.

(d) Alignment, adjusting and checking.

4. Servicing and lubricating schedule

a. List of lubricants required.

5. Manufacturer's printed operating and maintenance instructions.

6. Description of sequence of operation by control manufacturer.

7. Original manufacturer's parts list, illustrations, assembly drawings and diagrams required for maintenance.

a. Predicted life of parts subject to wear.

b. Items recommended to be stocked as spare parts.

8. As-installed control diagrams by controls manufacturer.

9. Each contractor's coordination drawings. Provide all drawings in

AutoCAD and PDF software electronic file, and hardcopy formats.

10. As-installed color coded piping diagrams.

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

12. List of original manufacturer's spare parts, manufacturer's current prices, and recommended quantities to be maintained in storage.

13. Other data as required under pertinent sections of specifications.

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

1. Description of system and component parts.

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

(b) Performance curves, engineering data and tests.

(c) Complete nomenclature and commercial number of replaceable parts.

2. Circuit directories of panelboards.

(a) Electrical service.

(b) Controls.

(c) Communications.

3. As-installed color coded wiring diagrams.

4. Operating procedures:

(a) Routine and normal operating instruction.

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(b) Sequences required.

(c) Special operating instructions.

5. Maintenance procedures:

(a) Routine operations.

(b) Guide to "trouble-shooting".

(c) Disassembly, repair and reassembly.

(d) Adjustment and checking.

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. Provide all drawings in AutoCAD and PDF software electronic file, and hardcopy formats.

9. Other data as required under pertinent sections of specifications.

D. Prepare and include additional data when the need for such data becomes apparent during instruction of Federal Government's personnel.

1.14 OPERATION & MAINTENANCE MANUAL SUBMITTAL SCHEDULE

A. Submit electronically in PDF file format and one hardcopy copies of preliminary draft of proposed formats and outlines of contents thirty days prior to completion of work.

(1) Contracting Officer will review draft and return one hardcopy copy with comments.

B. Submit electronically in PDF file format and one hardcopy copy of completed data in final form a minimum of seven days prior to final inspection or acceptance.

(1) Copy will be returned after final inspection or acceptance with comments.

C. Submit specified number of copies of reviewed data in final form seven days after final inspection or acceptance.

1.15 INSTRUCTION OF GOVERNMENT'S PERSONNEL

A. Prior to final inspection or acceptance, fully instruct Government's designated operating and maintenance personnel in the operation, adjustment and maintenance of all products, equipment and systems.

B. Operating and maintenance manual shall constitute the basis of instruction.

(1) Review contents of manual with personnel in full detail to explain all aspects of operations and maintenance.

1.16 SCHEDULE OF OPERATION AND MAINTENANCE DATA PACKAGES

Furnish the O&M data packages specified in individual technical sections. The required information for each O&M data package is as follows:

1.16.1 Data Package 1

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a. Safety precautions

b. Cleaning recommendations

c. Maintenance and repair procedures

d. Warranty information

e. Contractor information

f. Spare parts and supply list

1.16.2 Data Package 2

a. Safety precautions

b. Normal operations

c. Environmental conditions

d. Lubrication data

e. Preventive maintenance plan and schedule

f. Cleaning recommendations

g. Maintenance and repair procedures

h. Removal and replacement instructions

i. Spare parts and supply list

j. Parts identification

k. Warranty information

l. Contractor information

1.16.3 Data Package 3

a. Safety precautions

b. Operator prestart

c. Startup, shutdown, and post-shutdown procedures

d. Normal operations

e. Emergency operations

f. Environmental conditions

g. Lubrication data

h. Preventive maintenance plan and schedule

i. Cleaning recommendations

j. Troubleshooting guides and diagnostic techniques

k. Wiring diagrams and control diagrams

l. Maintenance and repair procedures

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m. Removal and replacement instructions

n. Spare parts and supply list

o. Product submittal data

p. O&M submittal data

q. Parts identification

r. Warranty information

s. Testing equipment and special tool information

t. Testing and performance data

u. Contractor information

1.16.4 Data Package 4

a. Safety precautions

b. Operator prestart

c. Startup, shutdown, and post-shutdown procedures

d. Normal operations

e. Emergency operations

f. Operator service requirements

g. Environmental conditions

h. Lubrication data

i. Preventive maintenance plan and schedule

j. Cleaning recommendations

k. Troubleshooting guides and diagnostic techniques

l. Wiring diagrams and control diagrams

m. Maintenance and repair procedures

n. Removal and replacement instructions

o. Spare parts and supply list

p. Corrective maintenance man-hours

q. Product submittal data

r. O&M submittal data

s. Parts identification

t. Warranty information

u. Personnel training requirements

v. Testing equipment and special tool information

w. Testing and performance data

x. Contractor information

1.16.5 Data Package 5

a. Safety precautions

b. Operator prestart

c. Start-up, shutdown, and post-shutdown procedures

d. Normal operations

e. Environmental conditions

f. Preventive maintenance plan and schedule

g. Troubleshooting guides and diagnostic techniques

h. Wiring and control diagrams

i. Maintenance and repair procedures

j. Removal and replacement instructions

k. Spare parts and supply list

l. Product submittal data

m. Manufacturer's instructions

n. O&M submittal data

o. Parts identification

p. Testing equipment and special tool information

q. Warranty information

r. Testing and performance data

s. Contractor information

PART 2 - PRODUCTS Not Used.

PART 3 - EXECUTION Not Used.

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