OPERATION AND MAINTENANCE (O&M) MANUALS CHECKLIST

Created by ChecklistGuro (https://checklistguro.com)

--- GENERAL INFORMATION & DOCUMENT CONTROL ---
[ ] Document Title
[ ] Document Revision Number
[ ] Date of Last Revision
[ ] Document Purpose & Scope
[ ] Project Name
[ ] Contact Person (O&M Manager)
[ ] Contact Phone Number
[ ] Contact Email Address
[ ] Document Distribution List (Spreadsheet)
[ ] Document Change Log (Brief Summary of Revisions)

--- SYSTEM DESCRIPTIONS & PERFORMANCE DATA ---
[ ] System Overview Description
[ ] System Rated Capacity (e.g., gallons per minute)
[ ] Operating Pressure (PSI or kPa)
[ ] System Schematic Diagram (PDF)
[ ] Key Component List with Model and Serial Numbers
[ ] Expected System Efficiency (%)
[ ] Control System Type (e.g., PLC, DDC) (PLC, DDC, Manual, Other)
[ ] Piping and Instrumentation Diagram (P&ID) - PDF

--- ROUTINE MAINTENANCE PROCEDURES ---
[ ] Filter Inspection Frequency (Months)
[ ] Detailed Filter Replacement Procedure
[ ] Attach Filter Replacement Checklist (if applicable)
[ ] Date of Last Lubrication (Pump/Motor)
[ ] Lubricant Type and Application Notes
[ ] Time of Last Calibration (if applicable)
[ ] Calibration Status (if applicable) (Pass, Fail, Not Applicable)
[ ] Pressure Reading (System Pressure)

--- CORRECTIVE MAINTENANCE PROCEDURES ---
[ ] Describe the diagnostic process for identifying the root cause of a failure.
[ ] Detail the step-by-step procedure for repairing/replacing [Specific Component - e.g., pump motor].
[ ] Record the measured voltage/current during repair (specify unit).
[ ] Upload photos/videos documenting the repair process.
[ ] Select the replacement part used (if applicable). (Part A, Part B, Part C, Other - Specify in LONG_TEXT)
[ ] Date of Repair
[ ] Time of Repair
[ ] Describe any unusual circumstances encountered during repair.
[ ] Severity of Failure (impact on operations) (Minor, Moderate, Major, Critical)

--- SAFETY PROCEDURES & EMERGENCY RESPONSE ---
[ ] Lockout/Tagout (LOTO) Procedures Description
[ ] Required Personal Protective Equipment (PPE) (Safety Glasses, Hard Hat, Gloves, Hearing Protection, Safety Boots, Respirator)
[ ] Emergency Contact Information (Names, Phone Numbers)
[ ] Specific Hazards Associated with Each System (e.g., Chemical Exposure, Electrical Shock)
[ ] Site Emergency Response Plan (Maps, Flowcharts)
[ ] Emergency Evacuation Routes (Clearly Marked, Adequately Lit, Accessible)
[ ] Procedures for Handling Hazardous Materials (if applicable)
[ ] Fire Extinguisher Inspection & Training (Training Records Available, Extinguishers Properly Labeled, Monthly Inspections Performed)

--- WARRANTY INFORMATION & SERVICE CONTRACTS ---
[ ] Summary of Equipment Warranties
[ ] Warranty Documents (PDF)
[ ] Primary Service Provider (Provider A, Provider B, Provider C, Other (Specify in LONG_TEXT))
[ ] If 'Other' selected above, specify service provider:
[ ] Service Contract Number
[ ] Service Contract Start Date
[ ] Service Contract Expiration Date
[ ] Contact Person (Service Provider)
[ ] Contact Phone Number (Service Provider)
[ ] Contact Email (Service Provider)

--- RECORD KEEPING & LOG SHEETS ---
[ ] Date of Maintenance/Inspection
[ ] Time of Maintenance/Inspection
[ ] Meter Readings (e.g., kWh, Gallons)
[ ] Description of Work Performed
[ ] Condition Assessment (e.g., Excellent, Good, Fair, Poor) (Excellent, Good, Fair, Poor)
[ ] Issues Identified (Noise, Leaks, Vibration, Efficiency Loss, Corrosion, Other)
[ ] Detailed Description of Issues (If Applicable)
[ ] Next Scheduled Maintenance (Within 1 Week, Within 1 Month, Within 3 Months, As Needed)
[ ] Technician Signature

--- EQUIPMENT LISTS & SPARE PARTS ---
[ ] Equipment Name
[ ] Quantity
[ ] Manufacturer
[ ] Model Number
[ ] Serial Number
[ ] Equipment Photo/Diagram
[ ] Recommended Spare Part Name
[ ] Recommended Spare Part Quantity
[ ] Supplier Contact Information (Spare Parts)
[ ] Criticality Level (High/Medium/Low) (High, Medium, Low)

--- REGULATORY COMPLIANCE ---
[ ] List Applicable Codes and Standards (e.g., IBC, ASHRAE, NFPA)
[ ] Which Environmental Permits are Relevant? (Air Quality Permit, Water Discharge Permit, Waste Management Permit, Stormwater Permit, Other (Specify in LONG_TEXT))
[ ] Permit Expiration Dates (Year)
[ ] Date of Last Regulatory Compliance Audit
[ ] Summary of Findings from Last Compliance Audit (if applicable)
[ ] Are there any specific noise ordinances to consider? (Yes, No)
[ ] Upload Copies of Key Permits and Certificates

--- TRAINING & QUALIFICATION ---
[ ] Summary of Required Training Topics
[ ] Mandatory Training Modules (select all that apply) (Electrical Safety, HVAC System Operation, Fire Protection Systems, Building Automation Systems, Lockout/Tagout Procedures, Environmental Regulations, Fall Protection, Personal Protective Equipment (PPE))
[ ] Minimum Hours of On-the-Job Training Required
[ ] Date of Last Safety Refresher Training
[ ] Qualified Trainer Verification Method (Certificate of Completion, Company-Approved Training Program, Vendor-Provided Training, Other (Specify in LONG_TEXT))
[ ] Attach Training Certificates/Records (max 3 files)
[ ] Description of any specialized equipment training required.

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