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Phase III Services:  (Year 3)

Preventative Maintenance Program

  • Conduct field visits as needed to gather information

  • Review all available information via O&M Manuals and Manufacturer’s Documentation/Internet resources to identify and document recommended Preventive Maintenance Practices for each piece of equipment to include:

    • Detailed scope of Tasks

    • Frequency of Tasks

    • Special tools or equipment needed to complete Tasks

    • Estimated time needed to complete the Task

    • Recommended skill level of personnel to complete the Task
  • Prepare for upload into CMMS.

  • Prepare PDF documents, ready to attach or link to respective equipment/PM records

    • Scan sections of existing Manuals relevant to individual PM tasks

    • “Custom Bookmark” document for quick access to appropriate section

    • If manual is available electronically online, complete manual will be attached and bookmarked

    • Prepare links for upload into CMMS


Electronically deliver the information gathered in the above stated Scope of Services in Excel Format, ready to be entered/uploaded into preferred CMMS.

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