Operation and maintenance manual (O&M manual)

Terminology status: EstablishedO&M manualO&M

Also: Maintenance manual, Closeout submittals, Turnover documents

Quick definition: The handover documentation that tells the owner how to operate, maintain and repair the building's systems and equipment, including product data, maintenance schedules, warranties and contacts.

Explanation

Technical explanation

O&M manuals are a close-out submittal, usually specified in Division 01 (closeout submittals) and each technical section. Contents typically include approved product data and shop drawings, operating sequences, maintenance instructions and frequencies, spare parts lists, warranties, test and balancing reports and supplier contacts. Under CCDC 2 (2020), O&M documents are among the Ready-for-Takeover items that may be deferred by agreement. Owners increasingly ask for O&M information as structured data delivered into the Asset information model (for example through COBie-style templates) instead of only as PDF binders, as defined by their Asset information requirements.

Practical example

A school board requires O&M information as a searchable PDF set plus an equipment spreadsheet with tag, location, model, serial number and warranty expiry, imported into its maintenance management system before the warranty period starts.

Why it matters

Incomplete O&M information leaves operators guessing, voids warranties through missed maintenance and drives up lifecycle costs.

Standards and references

  1. CCDC 2 (2020): 8 Key Changes to the Stipulated Price Contract. McInnes Cooper, 2021.Widely accepted professional interpretation
    Supports: O&M documents among deferrable Ready-for-Takeover items
  2. Design Guidelines, Section 01 91 13 — General Commissioning. Dalhousie University Facilities Management, 2023.Widely accepted professional interpretation
    Supports: O&M and closeout deliverables: maintenance instructions, data book, as-built documents, warranties, systems manual · Status: Owner specification template; illustrates common Canadian commissioning practice.

VDC Stack.io writes its own explanations and does not reproduce copyrighted standards text. Consult the cited standard for normative wording.

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VDC Stack.io. (2026). Operation and maintenance manual (O&M manual). In VDC Stack.io Knowledge Dictionary. Retrieved from https://vdcstack.io/dictionary/operation-and-maintenance-manual/