Section 1 – Maintenance Contacts List

Service / Repair Contacts

Organization or
Name & Position Telephone Cell Phone e-mail
Company

Water Testing Lab

Water Testing Lab

Pump Supplier

Equipment Vendor

Equipment Vendor

Equipment Vendor

Rental Equip

Chemical Supplier

Chlorine Supplier

Electrical Contractors

Safe Dig / One Call

Excavating
Contractors

Eng. Consultants

Page 1 of 12 O&M Manual and Preventative Maintenance Log Template

 Section 2 - Bound and Indexed Equipment
Manufacturer Manuals

Source or Sources of Water (Unique ID #)

Types of Treatment (e.g., Chlorination, Filtration, etc.)

Chlorine Feed Equipment (Size, Mfr & Model)

Ammonia Feed Equipment (Size, Mfr & Model)
Ortho/Polyphosphate Feed Pumps (Size, Mfr & Model)
Other Chemical Feed Equipment (Size, Mfr & Model)
Treatment Equipment (Size, Mfr & Model)
Treatment Equipment (Size, Mfr & Model)
Treatment Equipment (Size, Mfr & Model)
Standby Power Equipment (Size, Mfr & Model)
Major Controls
Control Valves (Size, Mfr & Model)
Pump Controls (Type, Mfr & Model)
Other Controls (Type, Mfr & Model)
Storage & Distribution Features
High Service Pumps (Size, Mfr & Model)
High Service Pumps (Size, Mfr & Model)
High Service Pumps (Size, Mfr & Model)
Storage Tanks (Size, Mfr & Model)
Storage Tanks (Size, Mfr & Model)
Storage Tanks (Size, Mfr & Model)

Page 2 of 12 O&M Manual and Preventative Maintenance Log Template

 Section 3 - Preventative Maintenance Log
Recommended Daily Operational Duties / Preventative Maintenance
Water  Record Water Plant Meter Readings
Meter Readings  Calculate Total Daily Production
 Inspect Well Pumps & Controls
 Check Chemical Solution Tanks & Record Amount Used
Pumps & Tank  Check & Record Water Levels in Storage Tanks
Levels  Inspect Chemical Feed Pumps
 Inspect High Service Pumps & Controls
 Record Pump Run Times & Start Cycles
 Check & Record Chlorine Residual at Point of Application
Sampling &  Check & Record Chlorine Residual at Nearest Customer
Readings  Check & Record Chlorine Residual in Distribution System at Remote Points
 Check Instrumentation for Proper Input / Output
 Investigate Customer Complaints
 Complete a Daily Security Check
 Windows, Doors, Hatches, Vents, Screens for Evidence of Tampering or Vandalism
Security
 Well Caps, Vents & Seals
 Security Lighting, Locks & Alarms
 Inspect Fences & Gates
Recommended Weekly Operational Duties / Preventative Maintenance
 Inspect Chlorine & Fluoride Testing Equipment (Calibration & Reagents)
Inspections &
 Check & Record Well Pumps Pumping Rate
Conditions
 Check Membrane System Pressure Differential
 Clean Pump House and/or Plant Operations Office
Cleaning
 Clean Water System Grounds
 Check ALL Station Alarms for Proper Operation
Security
 Check Stand-By Power Source to Ensure Emergency Operation

Recommended Monthly Operational Duties / Preventative Maintenance

 Check & Record Electric Meters
 Take Appropriate Monthly Water Quality Samples
 Check & Record Static & Draw-Down (Pumping) Levels in Wells
 Confirm Submittal of Monthly Operation Reports (MORs)
 Lubricate Pumps, Motors, Blowers & ALL Moving/Rotating Equipment
 Inspect ALL Pumps House Water Lines, Gaskets & Fittings for Corrosion & Leaks
Inspections &
 Inspect Pump, Seals, Water Lines & Fittings for Corrosion & Leaks
Conditions
 Listen to Pump for Unusual Noises (or signs that Bearings are Wearing Out)
 Inspect Scales, Analyzer / Alarm, Oxygen Breathing Apparatus, Cross Ventilation
 Inspect Filter Head for Leaks
 Inspect and Add Salt to Brine Tank (i.e. Ion Exchange Only)
 Run Emergency Generator, Check ALL Fluid and Fuel Levels
 Test Eye Wash & Emergency Shower
 Clean & Inspect Wellheads
Cleaning
 Inspect & Clean Chlorine Injection Points
 Inspect Tank Overflow Vent Screens, Ensure Screen Intact, Check Manway Hatch & Ensure it
Security
is Secured
Page 3 of 12 O&M Manual and Preventative Maintenance Log Template
Recommended Quarterly Operational Duties / Preventative Maintenance
 Flush Dead-End Lines (Feb, May, Aug & Nov)
Cleaning  Lubricate Locks
 Clean, Inspect & Disinfect Aerator / Degassifier Screens, Sprayheads & Gaskets

Preventative Maintenance (PM) Recommendations

January PM Recommendations
 Flush Half Distribution System
 Exercise Half Fire Hydrants

February PM Recommendations (Peak Month)

 Flush Remaining Distribution System & Exercise Remaining Fire Hydrants (not completed in January)
 Flush Dead-End Lines (Feb, May, Aug & Nov)
 Inspect, Clean & Repair Control Panels in Water Treatment Plant

March PM Recommendations
 Inspect Storage Tanks for Defects & Sanitary Deficiencies
 Clean Storage Tanks as Needed
 Structural Inspection of Tank & Coatings
 Perform Tank Coating Repairs per Mfr Specifications & Recommendations
 Clean, Inspect & Disinfect Aerator / Degassifier Screens, Sprayheads & Gaskets

April PM Recommendations
 Clean & Inspect Chemical Feed Lines
 Clean & Inspect Chemical Solution Tank
 Calibrate Chemical Feed Pumps

May PM Recommendations
 Flush Distribution System
 Exercise ALL Fire Hydrants & Check FH Valves
 Water Plant & Pump House Building Preventive Maintenance
 Flush Dead-End Lines (Feb, May, Aug & Nov)

June PM Recommendations
 Contact Electrician to Check Emergency Generator & Run on Load Bank
 Contact Electrician to Check Running Amps on Pumps
 Make Sure Unnecessary Equipment is Properly Decommissioned
 Review Emergency Response Plan – Update as Necessary
 Clean, Inspect & Disinfect Aerator / Degassifier Screens, Sprayheads & Gaskets
 Prepare Water System for Summer Operation (Fuel, Generators, Shutters)

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July PM Recommendations
 Building Preventive Maintenance

August PM Recommendations
 Operate ALL Valves Inside Treatment Plant & Pump House
 Clean & Inspect ALL Safety Equipment
 Flush Dead-End Lines (Feb, May, Aug & Nov)

September PM Recommendations
 Clean RO Membranes
 Overhaul or Replace Pressure Relief Valves on Hydropneumatic Tanks
 Test Pressure Reducing Valves & RPZs
 Clean, Inspect & Disinfect Aerator / Degassifier Screens, Sprayheads & Gaskets

October PM Recommendations
 Overhaul Chemical Feed Pumps
 Clean & Inspect Chemical Feed Lines
 Clean & Inspect Chemical Solution Tanks
 Calibrate Chemical Feed Pumps after Overhaul
 Test Eye Wash & Emergency Shower

November PM Recommendations
 Exercise HALF of ALL Mainline Valves
 Check Water Meter For Accuracy
 Change Media in Filter
 Flush Dead-End Lines (Feb, May, Aug & Nov)

December PM Recommendations
 Exercise Remaining HALF of ALL Mainline Valves
 ALL Safety Equipment - Clean & Inspect
 Clean, Inspect & Disinfect Aerator / Degassifier Screens, Sprayheads & Gaskets
 Clean, Inspect & Disinfect Aerator / Degassifier

Page 5 of 12 O&M Manual and Preventative Maintenance Log Template

 Suggested Preventative Maintenance Log

Last
Suggested Service Service Service
Category Service
Frequency (Date) (Date) (Date)
(Date)
Well / Source Water
Clean & Inspect Pump, Controls Seals, Vent
Monthly
& Screen
Check & Record Static & Draw-Down
Monthly
(Pumping)
Water Plant & Pump House
Inspect Water Lines, Gaskets & Fittings for
Monthly
Corrosion & Leaks
Lubricate Pumps, Motors, Blowers and ALL
Monthly
Moving / Rotating Equipment
Building Preventive Maintenance Annually - July
Exercise ALL Valves Inside Treatment
Annually - Aug
Plant & Pump House
Annually - Nov
Check Water Meter For Accuracy
(or per Mfr)
High Service Pumps
Inspect Pump, Seals, Water Lines & Fittings
Monthly
for Corrosion & Leaks
Listen to Pump for Unusual Noises Monthly
Safety & Security
ALL Safety Equipment - Clean & Inspect Annually - Dec
Emergency Response Plan Review/Update Annually - June
Chemical Feed Systems (Liquid)
Inspect Pump, Seals, Water Lines & Fittings
Monthly
for Corrosion & Leaks
Clean Chlorine Injection Points Monthly
Overhaul Chemical Feed Pumps (Feeder
Head Cleaned, O-Rings, Check Valves & Annually - Oct
Diaphragms, Worn-Out Parts Replaced)
Bi-annually
Test Eye Wash & Emergency Shower
Apr & Oct
Bi-annually
Chemical Feed Lines - Clean & Inspect
Apr & Oct
Bi-annually
Chemical Solution Tanks - Clean & Inspect
Apr & Oct
Bi-annually
Calibrate Chemical Feed Pumps
Apr & Oct
Chemical Feed Systems (Gas)
Inspect Scales, Analyzer / Alarm, Oxygen
Monthly
Breathing Apparatus, Cross Ventilation
Inspect & Clean Chlorine Injection Points Monthly

Page 6 of 12 O&M Manual and Preventative Maintenance Log Template

 Last
Suggested Service Service Service
Category Service
Frequency (Date) (Date) (Date)
(Date)
Aerator / Degassifer
Inspect Screens, Sprayheads & Gasket Annually - Dec
Clean, Inspect & Disinfect Aerator /
Annually - Dec
Degassifer
Filter / Water Softener
Inspect Filter Head for Leaks Monthly
Inspect and Add Salt to Brine Tank Monthly
Change Media in Filter Per Mfr - Nov
Reverse Osmosis / Membrane Softening Unit
Check Pressure Differential Weekly
Annually – Sep
Clean Membranes
or per Mfr
Replace Membranes per Mfr
Storage Tanks
Inspect Overflow Vent Screens, Ensure
Screen Intact, Check Manway Hatch & Monthly
Ensure it is Secured
Inspect Storage Tanks for Defects, Leaks &
Annually - Mar
Sanitary Deficiencies
Clean Storage Tanks if Needed Annually – Mar
Structural Inspection of Tank & Coatings by Annually - Mar
Engineer (Clean Prior to Inspection)
Perform Coating Repairs per Mfr Specs Annually - Mar
Replace Pressure Relief Valves on Annually - Sep
Hydropneumatic Tanks (or per Mfr)
Controls, Electrical & Stand-By Power
Inspect, Clean & Repair Control Panels Annually - Feb
Prepare Water System Annually - July
Run Emerg Generator Monthly
Contact Electrician to Check Emergency
Annually - Jun
Generator & Run on Load Bank
Contact Electrician to Check Running Amps
Annually - Jun
on Pumps
Distribution System
Annually
Exercise ALL Mainline Valves
Jan & Feb
Flush Distribution System & Annually
Exercise ALL Fire Hydrants Nov & Dec
Quarterly - Feb,
Flush Dead-End Lines
May, Aug & Nov

Page 7 of 12 O&M Manual and Preventative Maintenance Log Template

Mainline Valves - Annually Jan & Feb
Last Service
Valve Service Service Service
Valve Location Service (D
ID # (Date) (Date (Date)
(Date) ate)

Page 8 of 12 O&M Manual and Preventative Maintenance Log Template

Fire Hydrants - Annually Nov & Dec
Last
FH ID Service Service Service Service
Fire Hydrant Location Service
# (Date) (Date) (Date (Date)
(Date)

Page 9 of 12 O&M Manual and Preventative Maintenance Log Template

Flush Distribution System - Annually Nov & Dec
Last
Pipe ID Service Service Service Service
Pipe Segment Location Service
# (Date) (Date) (Date (Date)
(Date)

Page 10 of 12 O&M Manual and Preventative Maintenance Log Template

VALVE RECORD
Location (street / address):
Type: Make: Size:
Opens:  Left  Right  Other: # of Turns:
Date Installed:
Date Closes/Opens? # of Valve Status
Condition of Stem, Packing, Nut, Gearing, Etc.
Exercised (Y / N) Turns (Open or Closed)

Page 11 of 12 O&M Manual and Preventative Maintenance Log Template

DEAD-END WATER MAIN FLUSHING RECORD
Location (street):
Flushing Water Characteristics
Flushing Disinfectant Residual, mg/L
Duration (color, odor, etc.)
Date
(min.) Before Flushing After Flushing Before Flushing After Flushing

Page 12 of 12 O&M Manual and Preventative Maintenance Log Template