BP07: Preventive Maintenance & Building Operations

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Official language

Purpose

To achieve the intended operations of the building using O+M best practices that focus on maximizing occupant health, comfort, and safety while minimizing adverse environmental effects.

 

Objective

Create and maintain written building operations and preventive maintenance plans. Review these plans annually to identify opportunities for enhancements to current operations and maintenance practices.

Submittal Requirements

BIT Building:

  • Building operating plan
  • Preventative maintenance plan
  • Documentation or summary of implementing of any short-term (one year or less) and/or long-term (more than one year) preventative maintenance sustainable initiatives (this may be an excerpt from the annual sustainability planning meeting).

 

BIT for Tenants:

  • Tenant space operating plan for areas within the tenant space and/or under tenant control.
  • Preventative maintenance plan for areas within the tenant space and/or under tenant control.
  • Documentation or summary of implementing of any short-term (one year or less) and/or long-term (more than one year) preventative maintenance sustainable initiatives for areas within the tenant space and/or under tenant control (this may be an excerpt from the annual sustainability planning meeting).

Implementation Guidance

  1. Develop an operating plan for your project. This plan should outline how your building or tenant space operates under normal conditions. The operating plan should be as detailed as needed however, at minimum, it should include: 
    • Occupancy schedules;
    • HVAC schedules and setpoints; and
    • Major equipment schedules
  2. Develop a preventative maintenance (PM) plan for your project. This plan establishes consistent maintenance practices for your project including its systems and equipment to help ensure proper operations as long as possible.Similar to the operating plan, the PM plan should be as detailed as needed however, at minimum, it should include:
    • Major pieces of equipment requiring ongoing maintenance;
    • Major pieces of equipment that could cause adverse effects to building occupants and/or the environment is not maintained properly; and
    • A maintenance task schedule including those persons or vendors assigned to perform those maintenance tasks.

Tip: A great place to start for a list of equipment-specific maintenance items is the equipment manufacturer’s service manual.

  1. Identify optimization opportunities by using the information outlined in the operating and PM plans to see about equipment or processes that may not be performing at the expected level. Additionally, use any discoveries from the audits below to help align  optimization opportunities under this best practice and vice versa:
    • BP03 Energy Audit & Planning
    • BP04 Water Audit & Planning
    • BP05 Waste Audit & Planning
    • BP06 IAQ Audit & Planning
  2. Enlist help where needed in order to make improvements happen.
    • Management – funding approval for larger capital improvements.
    • Maintenance personnel – if different tasks are needed in order to implement improvements.
    • Vendors/Experts –  may need to partner with existing vendors or experts for advice and action on ways to optimize your systems.
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BIT User’s viewpoint

Frequently asked questions

Online resources

Implementation toolkit

Purpose

To achieve the intended operations of the building using O+M best practices that focus on maximizing occupant health, comfort, and safety while minimizing adverse environmental effects.

 

Objective

Create and maintain written building operations and preventive maintenance plans. Review these plans annually to identify opportunities for enhancements to current operations and maintenance practices.

Implementation Requirements

  1. Develop an operating plan for your project. This plan should outline how your building or tenant space operates under normal conditions. The operating plan should be as detailed as needed however, at minimum, it should include: 
    • Occupancy schedules;
    • HVAC schedules and setpoints; and
    • Major equipment schedules
  2. Develop a preventative maintenance (PM) plan for your project. This plan establishes consistent maintenance practices for your project including its systems and equipment to help ensure proper operations as long as possible.Similar to the operating plan, the PM plan should be as detailed as needed however, at minimum, it should include:
    • Major pieces of equipment requiring ongoing maintenance;
    • Major pieces of equipment that could cause adverse effects to building occupants and/or the environment is not maintained properly; and
    • A maintenance task schedule including those persons or vendors assigned to perform those maintenance tasks.

Tip: A great place to start for a list of equipment-specific maintenance items is the equipment manufacturer’s service manual.

  1. Identify optimization opportunities by using the information outlined in the operating and PM plans to see about equipment or processes that may not be performing at the expected level. Additionally, use any discoveries from the audits below to help align  optimization opportunities under this best practice and vice versa:
    • BP03 Energy Audit & Planning
    • BP04 Water Audit & Planning
    • BP05 Waste Audit & Planning
    • BP06 IAQ Audit & Planning
  2. Enlist help where needed in order to make improvements happen.
    • Management – funding approval for larger capital improvements.
    • Maintenance personnel – if different tasks are needed in order to implement improvements.
    • Vendors/Experts –  may need to partner with existing vendors or experts for advice and action on ways to optimize your systems.

Submittal Requirements

BIT Building:

  • Building operating plan
  • Preventative maintenance plan
  • Documentation or summary of implementing of any short-term (one year or less) and/or long-term (more than one year) preventative maintenance sustainable initiatives (this may be an excerpt from the annual sustainability planning meeting).

 

BIT for Tenants:

  • Tenant space operating plan for areas within the tenant space and/or under tenant control.
  • Preventative maintenance plan for areas within the tenant space and/or under tenant control.
  • Documentation or summary of implementing of any short-term (one year or less) and/or long-term (more than one year) preventative maintenance sustainable initiatives for areas within the tenant space and/or under tenant control (this may be an excerpt from the annual sustainability planning meeting).

BIT User expert

Stephen Ward

LEED AP O+M, SITES AP, TRUE Adviser, SFP


Facility Manager

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