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Sustainable design being an integral part of any facility management philosophy, the O&M manual provides a means to reduce operating costs as part of a comprehensive Maintenance Program, which includes the Maintenance Plan (MP). O&M manual content and format requirements are conveyed through a detailed Statement of Work (SOW), sufficiently tailored to satisfy the Owner's Facility Management (FM) needs. The efforts of experienced technical writers, editors, engineering technicians, trainers, 3D modelers, illustrators, and software specialists can ensure that an Owner receives comprehensive, site-specific (as-built), user-oriented documentation of the highest quality. Develop the O&M manual contents using terms that maintenance personnel with general technical expertise understand.
O&M procedures at the system level do not replace manufacturers' documentation for specific pieces of equipment, but rather supplement those publications and guide their use.
Training for new personnel is considered a vital element of operation & maintenance, especially when new equipment is installed or emerging technology is being employed.
The purpose of a Maintenance Plan (MP) is to describe the best means to maximize equipment operational availability, while minimizing equipment downtime.
Preventive maintenance (PM) data includes equipment tag information, procedures, replacement parts, special tools, lubrication requirements, service providers, warranty information, etc. The collection of data can start early in the process as it has been determined that up to 48% of the data is available at the 100% design phase. O&M Manuals provide procedures to operate and maintain a facility's various systems and equipment.
Utility Systems: Discusses the various site utility systems that interface with the facility.
Conveying Systems: General information and preventive maintenance for elevators, escalators, wheel chair lifts, conveyors, etc. Other Systems Based on Facility Requirements: General information and preventive maintenance requirements for other systems and equipment not already identified. Maintenance Charts: Maintenance charts include maintenance frequency checklists, maintenance summary, lamp replacement data sheet, equipment data sheets, recommended maintenance and service contacts, and a recommended work order form. Description - System-Level: Description of the system and its purpose, how it operates, and any interfaces it may have.
Problems and Solutions - Troubleshooting: System-level troubleshooting tables guide maintenance personnel, via fault tree analysis, in a sequential, step-by-step isolation of a system problem to identify faulty equipment. Safety warnings and cautions regarding potential hazards, both to personnel and to equipment. Electrical schematics, piping diagrams, and air flow schematics provide equipment interconnections and are important for troubleshooting. Valve schedules indicating valve number, location, type, size, normal position, and description. For O&M manuals, it is often referred to as the Interactive Electronic Manual (IEM), for training materials, Computer-Based Training (CBT). Enter pertinent data via COBie for its transfer into the owner's CMMS or CAFM application for use by the operation and maintenance staff. The Owner should contract directly with the system-level manual developer, not via the construction contractor. Custom-developed documentation should meet or exceed the Owner's existing or other accepted commercial standards and practices for both format and content. However, many organizations have developed their own standards which vary from organization to organization. Configuration Management is a key process enabling integrated product and process development and support.
A a€?configurationa€? is a relative arrangement of interconnected parts forming a system or piece of equipment.
Experience has shown that CM is comprised of certain immutable laws just like the laws of physics.
Planning is necessary because CM implementation must be tailored to fit different environments. Also called Configuration Control by some organizations that have not adopted 649-B a€¦ Configuration Change Management includes running Configuration Control Boards and processing changes, controlling baselines, and dealing with non-conformances.


Just as a Navigator is responsible for getting a ship to its intended destination, Management is responsible for getting an organization or program where it needs to go. At the start of the course attendees will receive our supplemental resource of CM information and application guide. Attendees will develop a CM Strategic Planning Map into a 649 compliant Configuration Management Requirements Document, CM Implementation Plan and CMP, specifically tailored to their environment, using the latest tools and techniques in class.
The release of 649-1 brings both good and bad news.We now have a set of CM requirements that can be contractually imposed on defense suppliers. CMTF understands the enormity of the CM Planning task regardless of how many standards and guidance documents get published.
A world of opportunities await you as a CMTF Partner!Host our courses in your country or partner on our CMTaskware tools. For nearly two decades CMTF has benefitted from a long-standing association with Canberra based Crown Management Consultants. If you would like to inquire into our current course offerings in Australia or procure the world-class services of Crown Management please visit them at Crown Management Consultants or contact Crown Director and founder Mr. For a limited time only VisibleThread is available to CMTF students at a greatly reduced price. At CMTF we highly recommend VisibleThread as the perfect tool for Configuration Managers, Data Managers, and anyone preparing or reviewing CDRL submittals, including customers, contractors, and suppliers. How did I discover that Mil-Std-973 has 680 shall statements while EIA 649-B only contains 5?
Dona€™t miss this fantastic opportunity to automate your TDM system with VT for only $1,500! From quote to cash, an integrated business system helps you get product out the door faster. An ERP System integrates all business management functions, eliminating contradictory information from disparate systems. Your information will not be kept in our records or used for any other purpose than to send the message.
This effort should be considered in the planning and design phases, and is typically carried out in the construction phase. It's important to the overall facility management program that facilities personnel be properly instructed and motivated. Training should be ongoing to keep pace with technology and equipment changes in the facility. Once developed, the MP will typically identify PM task descriptions and schedules, troubleshooting, corrective maintenance (repair) task descriptions, and spare parts identification, stockage (quantity), and any unique storage requirements.
It is important to analyze and evaluate a facility from the system level, then develop procedures to attain the most efficient systems integration, based on as-built information and the Maintenance Program philosophy. Outlines the structure, content, how to use the manual, and includes a brief outline of the various systems covered. These include water supply systems, sanitary waste, electrical, natural gas, communications, security, and storm water, etc. The importance of conducting an annual inspection is discussed together with record keeping forms for conducting the inspections. A listing of maintenance tasks with their recommended frequencies of performance is included. Manufacturers' literature generally provides procedures to operate, maintain, troubleshoot, and repair specific items at the equipment level. Typical malfunctions, tests, or inspections, and corrective actions or recommendations to correct malfunctions are included.
COBie is a method of capturing information typically required during construction and provided to Owners, typically the same information that is required at project handover. Much is dependent upon the O&M philosophy and the particular nature and purpose of the facility. These are used in class workshops and projects to reinforce concepts learned with practical examples and experience.
For those with current CM plans, we recommend you bring them with you for analysis, validation and improvements in our workshops.


Completion entails participation in the course workshops, exams, and finishing the group project. 649 is a non-government standard void of mandatory shall statements, which are the basis of any contracted CM Program.
649 organizes CM around five CM functions and 37 CM principles, but in a slightly different manner than traditional CM which formed the basis of Std-0005. Roberts has over thirty years of Configuration Management experience on hundreds of commercial and military projects at Northrop, AlliedSignal, and the Lockheed Skunk Works, where he was the CM Manager on the F-22 Raptor. I ran those documents through VT and in less than 60 seconds I was given a report with every instance of the word a€?shalla€? in both documents. We specialize in Data and Configuration Management, with four levels of certification, and over 9,000 certified professionals. The organization of information in a hierarchical structure, where the decision-maker can drill-down to the very specific details from the highly summarized reports will help the decision-maker in identifying the problem areas and improve the quality of the decisions. Building Information Modeling (BIM) and, in particular, COBie, introduced at the front end of the project helps facilitate the entire process. Training courses will familiarize personnel with the procedures necessary to operate and maintain complex systems and equipment, often using the system-level O&M manual as a basis of information. The BIM should be used for commissioning, and then the information can be provided immediately for O&M use the day the facility opens. This in itself may require the performance of a task and skills analysis to ensure that any given facility is staffed appropriately. These include everything you need to assess the maturity of your CM process, analyze the 649 CM Standard, and create your own unique tailored 649 compliant Configuration Management Strategic Planning Map.
Graduates receive a completion certificate and their name will be entered into the ISCM registry showing they have achieved 649 certification.
Using the National BIM Standard-United States™ open information standards will help ensure that the project is not locked into any one vendor and can use any product that supports the open standard for BIM.
Specific material or complete documents can also be electronically scanned for its 'on-line' use, such as linking from the system-level manual. Navy may require the development of an O&M Support Information (OMSI) manual for a facility that houses engine test cells. Attendees are encouraged to bring their laptops and handhelds to class for use in our workshops and projects. In addition to presentations, team projects, and class workshops, attendees will receive individual mentoring by our internationally recognized speaker and SMEs. It can then be integrated with the overall O&M manual for completion and turnover to the Owner within a specified timeframe. Management then spends extensive time trying to change red dots to yellow and yellow dots to green.
But it puts the burden on users to structure requirements, tailor, and implement a conforming CM program from very broad CM Principles and "rational." No worries, this is where our course is different from others you may have seen. This is the only CM track in the world where attendees leave with certification and a roadmap for implementing a 649 CM program. The goal is to effectively and efficiently support the life cycle of the facility by eliminating unplanned shutdowns and realizing life-cycle cost savings. It doesn't matter if you are new to CM, already have CM certifications, work with hardware, software, documentation, government, defense or in a commercial industry, this track applies to everyone. This course also covers 649-1, and will include NASA EIA649-2 and other standards when they are released. This course includes hands-on interactive group experiences designed to facilitate long term retention of what you learn in the course.
Roberts is known world-wide for his top level executive briefings and unique insite on the future of technology and CM. That is why we teach 649 with the right proportion of lecture and hands-on interactive experiences.



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