{"id":6879,"date":"2021-03-11T15:47:30","date_gmt":"2021-03-11T15:47:30","guid":{"rendered":"https:\/\/swefc.unm.edu\/iamf\/?page_id=6879"},"modified":"2026-05-01T17:27:14","modified_gmt":"2026-05-01T17:27:14","slug":"life-cycle-costing-operation-maintenance-om-plans","status":"publish","type":"page","link":"https:\/\/swefc.unm.edu\/iamf\/life-cycle-costing-operation-maintenance-om-plans\/","title":{"rendered":"Life Cycle Costing \/ Operation &#038; Maintenance \/ O&#038;M Plans"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; custom_padding_last_edited=&#8221;on|tablet&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; positioning=&#8221;none&#8221; horizontal_offset_tablet=&#8221;&#8221; horizontal_offset_phone=&#8221;&#8221; horizontal_offset_last_edited=&#8221;on|tablet&#8221; custom_margin=&#8221;0px||||false|false&#8221; custom_margin_tablet=&#8221;&#8221; custom_margin_phone=&#8221;&#8221; custom_margin_last_edited=&#8221;on|desktop&#8221; custom_padding=&#8221;0px|||0px|false|false&#8221; custom_padding_tablet=&#8221;|||25px|false|false&#8221; custom_padding_phone=&#8221;&#8221; da_disable_devices=&#8221;off|off|off&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover_enabled=&#8221;on|desktop&#8221; custom_padding__hover=&#8221;0px|||0px|false|false&#8221; theme_builder_area=&#8221;post_content&#8221; da_is_popup=&#8221;off&#8221; da_exit_intent=&#8221;off&#8221; da_has_close=&#8221;on&#8221; da_alt_close=&#8221;off&#8221; da_dark_close=&#8221;off&#8221; da_not_modal=&#8221;on&#8221; da_is_singular=&#8221;off&#8221; da_with_loader=&#8221;off&#8221; da_has_shadow=&#8221;on&#8221;][et_pb_row _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; width=&#8221;100%&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][et_pb_text _builder_version=&#8221;4.27.6&#8243; _module_preset=&#8221;default&#8221; text_font_size=&#8221;16px&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<h2><strong>Operation and Maintenance Plans<\/strong><\/h2>\n<p>&nbsp;<\/p>\n<p><span data-contrast=\"none\">The Operation and Maintenance (O&amp;M) Plan is typically a formal document that describes how the system is to be safely\u00a0operated\u00a0daily. It outlines how the system will provide service while adhering to permit requirements and safeguarding public health.\u00a0The plan should contain a comprehensive description of the system\u2019s resources and treatment processes.\u00a0The O&amp;M plan provides details of daily routine operational and maintenance procedures\u00a0and\u00a0should include examples of record-keeping and emergency response procedures.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"none\">The O&amp;M Plan should be clearly written such that a person knowledgeable in the operation of water assets would understand how to\u00a0operate\u00a0and maintain the system to meet the desired level of service (including staying in compliance with all regulations). The plan should outline\u00a0the\u00a0operational and maintenance roles and responsibilities of the staff.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"none\">Update\u00a0the O&amp;M Manual\u00a0at least annually, and any time new assets are added. The plan should be provided to operations staff, management, and decision makers.\u00a0Store physical copies of the document at each staffed facility and electronically\u00a0to ensure the plan is available during standard and emergency operations. Electronic copies\u00a0of the O&amp;M Manual\u00a0should be stored in\u00a0a shared system, such as a network accessible off-site or in the cloud with a back-up off-site.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"none\">The format of the manual\u00a0might\u00a0be\u00a0set by state regulations.\u00a0There is\u00a0a\u00a0wide variance in plan requirements and complexity,\u00a0so be sure to check the specific rules. Typically, the plan\u00a0includes\u00a0an introduction\u00a0with\u00a0general information about the system such as the system name, system identification number, address, contact information, system type, the person preparing the plan,\u00a0the date of completion,\u00a0and any\u00a0subsequent\u00a0revision or updates.\u00a0Additional\u00a0information can include system ownership, responsible officials, service area,\u00a0population served,\u00a0permit\u00a0numbers, and operator certifications. The plan should then define system operations and maintenance requirements for each part of the system. Each portion of the system should have a section in the manual that includes operation and maintenance activities and asset-specific information such as\u00a0records for asset categories, asset size and material, location information, manufacturer information, energy use information, operations procedures, preventive maintenance schedules, chemical names and suppliers, and storage capacities. Any type of written or electronic maintenance program needs to include a mechanism to document that the work has been completed, so a manager can track maintenance activities and costs on an individual asset basis.<\/span><\/p>\n<p>An O&amp;M Plan is a tool to:<\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>improve reliability,<\/li>\n<li>reduce costs and plan for the future,<\/li>\n<li>meet current and future regulatory requirements,<\/li>\n<li>train current and future staff,<\/li>\n<li>facilitate emergency response,<\/li>\n<li>facilitate state sanitary surveys and<\/li>\n<li>guide communications with stakeholders.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><span class=\"NormalTextRun SCXW104857091 BCX8\">The O&amp;M Plan should help<span>\u00a0<\/span><\/span><span class=\"NormalTextRun SCXW104857091 BCX8\">determine<\/span><span class=\"NormalTextRun SCXW104857091 BCX8\"><span>\u00a0<\/span>the<span>\u00a0<\/span><\/span><span class=\"NormalTextRun SCXW104857091 BCX8\">necessary<span>\u00a0<\/span><\/span><span class=\"NormalTextRun SCXW104857091 BCX8\">activities<\/span><span class=\"NormalTextRun SCXW104857091 BCX8\">, the required schedule, how to perform the activities, the necessary equipment, and the associated costs. An outline is shown below.<\/span><\/p>\n<p>[\/et_pb_text][et_pb_accordion _builder_version=&#8221;4.27.6&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][et_pb_accordion_item title=&#8221;What Maintenance Activities Do You Need to Do? &#8221; open=&#8221;on&#8221; _builder_version=&#8221;4.27.6&#8243; _module_preset=&#8221;default&#8221; body_font_size=&#8221;16px&#8221; global_colors_info=&#8221;{}&#8221; closed_toggle_font=&#8221;|700|||||||&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<ul>\n<li><span data-contrast=\"none\">Document what maintenance activities you\u00a0complete\u00a0for each asset.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:1,&quot;335559740&quot;:390}\">\u00a0<\/span><\/li>\n<li aria-setsize=\"-1\" data-leveltext=\"o\" data-font=\"Courier New\" data-listid=\"3\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:1440,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Courier New&quot;,&quot;469769242&quot;:[9675],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;o&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"2\" data-aria-level=\"2\"><span data-contrast=\"none\">Evaluate if the maintenance activities you do are\u00a0appropriate for\u00a0each asset:<\/span><span data-ccp-props=\"{&quot;201341983&quot;:1,&quot;335559740&quot;:390}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\uf0a7\" data-font=\"Wingdings\" data-listid=\"3\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:2160,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Wingdings&quot;,&quot;469769242&quot;:[9642],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0a7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"3\"><span data-contrast=\"none\">What maintenance am I currently doing that I need to continue?<\/span><span data-ccp-props=\"{&quot;201341983&quot;:1,&quot;335559740&quot;:390}\">\u00a0<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\uf0a7\" data-font=\"Wingdings\" data-listid=\"3\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:2160,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Wingdings&quot;,&quot;469769242&quot;:[9642],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0a7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"2\" data-aria-level=\"3\"><span data-contrast=\"none\">What maintenance am I currently doing that I need to\u00a0discontinue?<\/span><span data-ccp-props=\"{&quot;201341983&quot;:1,&quot;335559740&quot;:390}\">\u00a0<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\uf0a7\" data-font=\"Wingdings\" data-listid=\"3\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:2160,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Wingdings&quot;,&quot;469769242&quot;:[9642],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0a7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"3\" data-aria-level=\"3\"><span data-contrast=\"none\">What maintenance am I not doing that I need to start doing?<\/span><span data-ccp-props=\"{&quot;201341983&quot;:1,&quot;335559740&quot;:390}\">\u00a0<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\uf0a7\" data-font=\"Wingdings\" data-listid=\"3\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:2160,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Wingdings&quot;,&quot;469769242&quot;:[9642],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0a7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"4\" data-aria-level=\"3\"><span data-contrast=\"none\">What maintenance am I not doing that should stay that way?<\/span><span data-ccp-props=\"{&quot;201341983&quot;:1,&quot;335559740&quot;:390}\">\u00a0<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>[\/et_pb_accordion_item][et_pb_accordion_item title=&#8221;When Should You Do Them? &#8221; _builder_version=&#8221;4.27.6&#8243; _module_preset=&#8221;default&#8221; body_font_size=&#8221;16px&#8221; global_colors_info=&#8221;{}&#8221; toggle_font=&#8221;|700|||||||&#8221; theme_builder_area=&#8221;post_content&#8221; open=&#8221;off&#8221;]<\/p>\n<ul>\n<li><span data-contrast=\"none\">Look at the schedules\u00a0by\u00a0which you perform those activities.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:1,&quot;335559740&quot;:390}\">\u00a0<\/span><\/li>\n<li><span data-contrast=\"none\">Evaluate if the schedules are\u00a0appropriate:<\/span><span data-ccp-props=\"{&quot;201341983&quot;:1,&quot;335559740&quot;:390}\">\u00a0<\/span>\n<ul>\n<li><span data-contrast=\"none\">Do you need to increase\u00a0the\u00a0frequency?<\/span><span data-ccp-props=\"{&quot;201341983&quot;:1,&quot;335559740&quot;:390}\">\u00a0<\/span><\/li>\n<li><span data-contrast=\"none\">Do you need to decrease the frequency?<\/span><span data-ccp-props=\"{&quot;201341983&quot;:1,&quot;335559740&quot;:390}\">\u00a0<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>[\/et_pb_accordion_item][et_pb_accordion_item title=&#8221;How Do You Do Them? &#8221; _builder_version=&#8221;4.27.6&#8243; _module_preset=&#8221;default&#8221; body_font_size=&#8221;16px&#8221; global_colors_info=&#8221;{}&#8221; toggle_font=&#8221;|700|||||||&#8221; theme_builder_area=&#8221;post_content&#8221; open=&#8221;off&#8221;]<\/p>\n<ul>\n<li><span data-contrast=\"none\" xml:lang=\"EN-US\" lang=\"EN-US\" class=\"TextRun SCXW64063063 BCX8\"><span class=\"NormalTextRun SCXW64063063 BCX8\">Examine how the maintenance activities are performed<\/span><span class=\"NormalTextRun SCXW64063063 BCX8\">.<\/span><\/span><span class=\"EOP SCXW64063063 BCX8\" data-ccp-props=\"{&quot;201341983&quot;:1,&quot;335559740&quot;:390}\">\u00a0<\/span><\/li>\n<\/ul>\n<p>[\/et_pb_accordion_item][et_pb_accordion_item title=&#8221;What Equipment Do You Need? &#8221; _builder_version=&#8221;4.27.6&#8243; _module_preset=&#8221;default&#8221; body_font_size=&#8221;16px&#8221; global_colors_info=&#8221;{}&#8221; toggle_font=&#8221;|700|||||||&#8221; theme_builder_area=&#8221;post_content&#8221; open=&#8221;off&#8221;]<\/p>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"o\" data-font=\"Courier New\" data-listid=\"3\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:1440,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Courier New&quot;,&quot;469769242&quot;:[9675],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;o&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"2\"><span data-contrast=\"none\">What tools are\u00a0required?<\/span><span data-ccp-props=\"{&quot;201341983&quot;:1,&quot;335559740&quot;:390}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"o\" data-font=\"Courier New\" data-listid=\"3\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:1440,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Courier New&quot;,&quot;469769242&quot;:[9675],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;o&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"2\" data-aria-level=\"2\"><span data-contrast=\"none\">How many people are needed to complete this activity?<\/span><span data-ccp-props=\"{&quot;201341983&quot;:1,&quot;335559740&quot;:390}\">\u00a0<\/span><\/li>\n<\/ul>\n<p>[\/et_pb_accordion_item][et_pb_accordion_item title=&#8221;What Do They Cost? &#8221; _builder_version=&#8221;4.27.6&#8243; _module_preset=&#8221;default&#8221; body_font_size=&#8221;16px&#8221; global_colors_info=&#8221;{}&#8221; toggle_font=&#8221;|700|||||||&#8221; theme_builder_area=&#8221;post_content&#8221; open=&#8221;off&#8221;]<\/p>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"o\" data-font=\"Courier New\" data-listid=\"3\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:1440,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Courier New&quot;,&quot;469769242&quot;:[9675],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;o&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"2\"><span data-contrast=\"none\">Attach costs to your activities \u2013 labor, parts, equipment rental, other.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:1,&quot;335559740&quot;:390}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"o\" data-font=\"Courier New\" data-listid=\"3\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:1440,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Courier New&quot;,&quot;469769242&quot;:[9675],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;o&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"2\" data-aria-level=\"2\"><span data-contrast=\"none\">Evaluate if the costs are\u00a0appropriate. Is\u00a0the maintenance\u00a0worth the cost?<\/span><span data-ccp-props=\"{&quot;201341983&quot;:1,&quot;335559740&quot;:390}\">\u00a0<\/span><\/li>\n<\/ul>\n<p>[\/et_pb_accordion_item][\/et_pb_accordion][et_pb_testimonial quote_icon=&#8221;off&#8221; _builder_version=&#8221;4.27.6&#8243; _module_preset=&#8221;default&#8221; body_font_size=&#8221;16px&#8221; background_color=&#8221;#e5e5e5&#8243; border_radii=&#8221;on|56px|56px|56px|56px&#8221; border_radii_portrait=&#8221;on|952px|952px|952px|952px&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<p class=\"p1\">A system with very large pumps was performing a lubrication replacement on an annual cycle at cost of about $25,000 per year in labor, parts, and lubrication. This maintenance activity had a significant impact on operations because pumps had to be taken offline to perform the maintenance.<\/p>\n<p class=\"p1\">As the staff were implementing Asset Management principles, one of the things they did was to evaluate this particularly expensive procedure to determine whether there was a better approach.<\/p>\n<p class=\"p1\">Researching lubricants determined that there was a different, food grade lubricant that was a bit more expensive but had a 4-year life span. Using this lubricant could eliminate three lubricant changes. So they switched lubricants and maintenance schedules.<\/p>\n<p class=\"p1\">They do annual lubricant testing to verify the performance, but they don\u2019t have to replace the lubricant nearly as often.<\/p>\n<p class=\"p1\">Savings were over $75K over the 4-year period.<\/p>\n<p class=\"p1\">And there were additional side benefits:<\/p>\n<ul>\n<li>Improved wear on the pump<\/li>\n<li>Energy efficiency went up<\/li>\n<li>Pumps now last longer<\/li>\n<li>There was less down time for customers<\/li>\n<\/ul>\n<p>[\/et_pb_testimonial][et_pb_text _builder_version=&#8221;4.27.6&#8243; _module_preset=&#8221;default&#8221; hover_enabled=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221; sticky_enabled=&#8221;0&#8243; text_font_size=&#8221;16px&#8221;]<\/p>\n<p><span data-contrast=\"none\">The O&amp;M plan should guide the development of the annual operation and maintenance\u00a0budget. That budget should include all the money needed for\u00a0operating\u00a0and maintaining all the assets in the system. It is important to convey the full cost of operations to the financial\u00a0managers,\u00a0so they understand that providing any less money means some tasks are not going to be completed. Any tasks which do not get done will increase the risk to the organization. The more money that is cut from the budget, the greater\u00a0the increase in\u00a0risk\u00a0to\u00a0the facility. It is important to convey these risks and benefits of providing the full budget.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"none\">Integrating operations and maintenance plans into work order systems is\u00a0an important step. Thinking ahead about the work order system, what it is capable of,\u00a0and any limitations it has will be important when incorporating the operations and maintenance plans and will save\u00a0the\u00a0system time\u00a0overall.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<p>The <span class='et-tooltip'>WRF<span class='et-tooltip-box'>The Water Research Foundation<span class='et-tooltip-arrow'><\/span><\/span><\/span><em>\u00a0Framework for Forested and Natural Assets<\/em> provides an example of what should be included in a maintenance plan for natural assets in the table shown below.<\/p>\n<p>&nbsp;<\/p>\n<h3><em><span class='et-tooltip'>WRF<span class='et-tooltip-box'>The Water Research Foundation<span class='et-tooltip-arrow'><\/span><\/span><\/span> Framework for Forested and Natural Assets<\/em> Table 9-2 Examples of Key Elements in a Maintenance Plan for a Natural Asset<\/h3>\n<p>[\/et_pb_text][dvmd_table_maker tbl_row_header_count=&#8221;0&#8243; tbl_chead_cell_color=&#8221;#2ea3f2&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; tbl_chead_text_font=&#8221;|700|||||||&#8221; background_color=&#8221;#000000&#8243; border_width_all=&#8221;2px&#8221; border_color_all=&#8221;RGBA(0,0,0,0)&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221; border_width_all__hover=&#8221;2px&#8221; border_width_all__hover_enabled=&#8221;on|hover&#8221; theme_builder_area=&#8221;post_content&#8221;][dvmd_table_maker_item col_label=&#8221;Maintenance Plan&#8221; col_content=&#8221;Maintenance Plan<br \/>\nPerformance objective<br \/>\nPerformance metric<\/p>\n<p>Preventive maintenance actions<br \/>\nIntervention levels<br \/>\nReactive maintenance actions&#8221; col_chead_cell_color=&#8221;#2ea3f2 &#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][\/dvmd_table_maker_item][dvmd_table_maker_item col_label=&#8221;Element Example&#8221; col_content=&#8221;Element Example<br \/>\nMaximize raw water quality at the intake<br \/>\nTurbidity measured at the raw water intake<br \/>\nMaintain turbidity of intake water to less than X at least B% of the time<br \/>\n<icon><\/icon>Grading and treating dirt roads<br \/><icon><\/icon>Thinning forest fuels on annual basis<br \/>\nIf turbidity of intake water is measured above X more than three times in Y days<br \/>\n<icon><\/icon>Measure turbidity at tributary streams to locate source of significant loadings<br \/><icon><\/icon>Inspect streams for erosions hotspots<br \/><icon><\/icon>Restore eroding stream channels&#8221; col_icon_type=&#8221;&#x5e;||divi||400&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][\/dvmd_table_maker_item][\/dvmd_table_maker][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<p>The City of Portland uses the framework shown below for maintenance planning:<\/p>\n<p>[\/et_pb_text][dvmd_table_maker tbl_row_header_count=&#8221;0&#8243; tbl_stripes_active=&#8221;on&#8221; tbl_chead_cell_color=&#8221;#2ea3f2&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; tbl_chead_text_font=&#8221;|700|||||||&#8221; background_color=&#8221;#000000&#8243; border_width_all=&#8221;2px&#8221; border_color_all=&#8221;RGBA(0,0,0,0)&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221; border_width_all__hover=&#8221;2px&#8221; border_width_all__hover_enabled=&#8221;on|hover&#8221; theme_builder_area=&#8221;post_content&#8221;][dvmd_table_maker_item col_label=&#8221;Component&#8221; col_content=&#8221;Component<br \/>\n<strong>Vegetation Zone<\/strong><br \/>\n Trees<br \/>\n Shrubs &#038; GC<br \/>\n<strong>Surface Zone<\/strong><br \/>\n Bioretention Media<br \/>\n Mulch<br \/>\n Irrigation<br \/>\n Walls &#038; Checkdams<br \/>\n Inlet<br \/>\n Forebay<br \/>\n<strong>Subsurface Zone<\/strong><br \/>\n Control Structure<br \/>\n Slotted Drainline<br \/>\n Drain Rock<br \/>\n Storm Sewer Connection&#8221; col_column_max_width=&#8221;20.2%&#8221; col_icon_type=&#8221;&#x4d;||divi||400&#8243; col_icon_size=&#8221;25px&#8221; col_chead_cell_color=&#8221;#2ea3f2 &#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][\/dvmd_table_maker_item][dvmd_table_maker_item col_label=&#8221;Q1&#8243; col_content=&#8221;<center>Q1<\/center><\/p>\n<p><center><icon style=%22color: red%22><\/icon><\/center><br \/>\n<center><icon style=%22color: blue%22><\/icon><\/center>&#8221; col_column_max_width=&#8221;4%&#8221; col_icon_type=&#8221;&#x4d;||divi||400&#8243; col_icon_size=&#8221;40px&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][\/dvmd_table_maker_item][dvmd_table_maker_item col_label=&#8221;Q2&#8243; col_content=&#8221;<center>Q2<\/center><\/p>\n<p><center><icon style=%22color: green%22><\/icon><\/center><br \/>\n<center><icon style=%22color: green%22><\/icon><\/center><\/p>\n<p><center><icon style=%22color: blue%22><\/icon><\/center><br \/>\n<center><icon style=%22color: blue%22><\/icon><\/center><br \/>\n<center><icon style=%22color: blue%22><\/icon><\/center><br \/>\n<center><icon style=%22color: green%22><\/icon><\/center><br \/>\n<center><icon style=%22color: red%22><\/icon><\/center><br \/>\n<center><icon style=%22color: red%22><\/icon><\/center><\/p>\n<p><center><icon style=%22color: blue%22><\/icon><\/center>&#8221; col_column_max_width=&#8221;4%&#8221; col_icon_type=&#8221;&#x4d;||divi||400&#8243; col_icon_size=&#8221;40px&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][\/dvmd_table_maker_item][dvmd_table_maker_item col_label=&#8221;Q3&#8243; col_content=&#8221;<center>Q3<\/center><\/p>\n<p><center><icon style=%22color: green%22><\/icon><\/center><br \/>\n<center><icon style=%22color: green%22><\/icon><\/center><\/p>\n<p><center><icon style=%22color: green%22><\/icon><\/center><\/p>\n<p><center><icon style=%22color: red%22><\/icon><\/center><br \/>\n<center><icon style=%22color: red%22><\/icon><\/center><\/p>\n<p><center><icon style=%22color: blue%22><\/icon><\/center>&#8221; col_column_max_width=&#8221;4%&#8221; col_icon_type=&#8221;&#x4d;||divi||400&#8243; col_icon_size=&#8221;40px&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][\/dvmd_table_maker_item][dvmd_table_maker_item col_label=&#8221;Q4&#8243; col_content=&#8221;<center>Q4<\/center><\/p>\n<p><center><icon style=%22color: green%22><\/icon><\/center><br \/>\n<center><icon style=%22color: green%22><\/icon><\/center><\/p>\n<p><center><icon style=%22color: blue%22><\/icon><\/center><\/p>\n<p><center><icon style=%22color: blue%22><\/icon><\/center><br \/>\n<center><icon style=%22color: green%22><\/icon><\/center><br \/>\n<center><icon style=%22color: red%22><\/icon><\/center><br \/>\n<center><icon style=%22color: blue%22><\/icon><\/center><\/p>\n<p><center><icon style=%22color: blue%22><\/icon><\/center>&#8221; col_column_max_width=&#8221;4%&#8221; col_icon_type=&#8221;&#x4d;||divi||400&#8243; col_icon_size=&#8221;40px&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][\/dvmd_table_maker_item][dvmd_table_maker_item col_label=&#8221;General Tasks&#8221; col_content=&#8221;General Tasks<\/p>\n<p>Structure, Health, Root Ball, Stability; replant on demand with Forestry input<br \/>\nHealth, coverage (growth), weed suppression; replant loses annually<\/p>\n<p>Remove excess sediment, remove weeds, confirm infiltration capacity remains<br \/>\nNot typically present; refresh and re-spread<br \/>\nSpring start up and winterization on same schedule as Parks; Inspect and Adjust<br \/>\nInspection for damage or settling; inspect liner attachements when present<br \/>\nPotentially monthly; Clear openings, check inlet covers &#038; frames for damage<br \/>\nSediment &#038; Trash removal (throughout facility, not just forebay)<\/p>\n<p>Open lind, confirm operation, flush any sediment build-up<br \/>\nYearly inspection, flush as needed and note any sediment build-up<br \/>\nCan&#8217;t visually inspect; if sediment is noted in drainline it may need to be replaced.<br \/>\nAs needed inspection&#8221; col_icon_type=&#8221;&#x5e;||divi||400&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][\/dvmd_table_maker_item][\/dvmd_table_maker][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<p><strong style=\"color: green;\">X<\/strong> = Quarterly visual inspection, typically; replant or repair as needed<br \/><strong style=\"color: red;\">X<\/strong> = Monthly visual inspection &amp; maintenance as needed<br \/><strong style=\"color: blue;\">X<\/strong> = Quarterly visual inspection &amp; maintenance as needed<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Operation and Maintenance Plans &nbsp; The Operation and Maintenance (O&amp;M) Plan is typically a formal document that describes how the system is to be safely\u00a0operated\u00a0daily. It outlines how the system will provide service while adhering to permit requirements and safeguarding public health.\u00a0The plan should contain a comprehensive description of the system\u2019s resources and treatment processes.\u00a0The O&amp;M plan provides details of daily routine operational and maintenance procedures\u00a0and\u00a0should include examples of record-keeping and emergency response procedures.\u00a0 The O&amp;M Plan should be clearly written such that a person knowledgeable in the operation of water assets would understand how to\u00a0operate\u00a0and maintain the system to meet the desired level of service (including staying in compliance with all regulations). The plan should outline\u00a0the\u00a0operational and maintenance roles and responsibilities of the staff.\u00a0 Update\u00a0the O&amp;M Manual\u00a0at least annually, and any time new assets are added. The plan should be provided to operations staff, management, and decision makers.\u00a0Store physical copies of the document at each staffed facility and electronically\u00a0to ensure the plan is available during standard and emergency operations. Electronic copies\u00a0of the O&amp;M Manual\u00a0should be stored in\u00a0a shared system, such as a network accessible off-site or in the cloud with a back-up off-site.\u00a0 The format of the manual\u00a0might\u00a0be\u00a0set by [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"<!-- wp:divi\/placeholder \/-->","_et_gb_content_width":"","footnotes":""},"class_list":["post-6879","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Life Cycle Costing \/ Operation &amp; Maintenance \/ O&amp;M Plans - Integrated Asset Management Framework<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/swefc.unm.edu\/iamf\/life-cycle-costing-operation-maintenance-om-plans\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Life Cycle Costing \/ Operation &amp; Maintenance \/ O&amp;M Plans - Integrated Asset Management Framework\" \/>\n<meta property=\"og:description\" content=\"Operation and Maintenance Plans &nbsp; The Operation and Maintenance (O&amp;M) Plan is typically a formal document that describes how the system is to be safely\u00a0operated\u00a0daily. It outlines how the system will provide service while adhering to permit requirements and safeguarding public health.\u00a0The plan should contain a comprehensive description of the system\u2019s resources and treatment processes.\u00a0The O&amp;M plan provides details of daily routine operational and maintenance procedures\u00a0and\u00a0should include examples of record-keeping and emergency response procedures.\u00a0 The O&amp;M Plan should be clearly written such that a person knowledgeable in the operation of water assets would understand how to\u00a0operate\u00a0and maintain the system to meet the desired level of service (including staying in compliance with all regulations). The plan should outline\u00a0the\u00a0operational and maintenance roles and responsibilities of the staff.\u00a0 Update\u00a0the O&amp;M Manual\u00a0at least annually, and any time new assets are added. The plan should be provided to operations staff, management, and decision makers.\u00a0Store physical copies of the document at each staffed facility and electronically\u00a0to ensure the plan is available during standard and emergency operations. Electronic copies\u00a0of the O&amp;M Manual\u00a0should be stored in\u00a0a shared system, such as a network accessible off-site or in the cloud with a back-up off-site.\u00a0 The format of the manual\u00a0might\u00a0be\u00a0set by [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/swefc.unm.edu\/iamf\/life-cycle-costing-operation-maintenance-om-plans\/\" \/>\n<meta property=\"og:site_name\" content=\"Integrated Asset Management Framework\" \/>\n<meta property=\"article:modified_time\" content=\"2026-05-01T17:27:14+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/swefc.unm.edu\\\/iamf\\\/life-cycle-costing-operation-maintenance-om-plans\\\/\",\"url\":\"https:\\\/\\\/swefc.unm.edu\\\/iamf\\\/life-cycle-costing-operation-maintenance-om-plans\\\/\",\"name\":\"Life Cycle Costing \\\/ Operation & Maintenance \\\/ O&M Plans - Integrated Asset Management Framework\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/swefc.unm.edu\\\/iamf\\\/#website\"},\"datePublished\":\"2021-03-11T15:47:30+00:00\",\"dateModified\":\"2026-05-01T17:27:14+00:00\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/swefc.unm.edu\\\/iamf\\\/life-cycle-costing-operation-maintenance-om-plans\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/swefc.unm.edu\\\/iamf\\\/life-cycle-costing-operation-maintenance-om-plans\\\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/swefc.unm.edu\\\/iamf\\\/life-cycle-costing-operation-maintenance-om-plans\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/swefc.unm.edu\\\/iamf\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Life Cycle Costing \\\/ Operation &#038; Maintenance \\\/ O&#038;M Plans\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/swefc.unm.edu\\\/iamf\\\/#website\",\"url\":\"https:\\\/\\\/swefc.unm.edu\\\/iamf\\\/\",\"name\":\"Integrated Asset Management Framework\",\"description\":\"Combining Green and Gray Assets\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/swefc.unm.edu\\\/iamf\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Life Cycle Costing \/ Operation & Maintenance \/ O&M Plans - Integrated Asset Management Framework","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/swefc.unm.edu\/iamf\/life-cycle-costing-operation-maintenance-om-plans\/","og_locale":"en_US","og_type":"article","og_title":"Life Cycle Costing \/ Operation & Maintenance \/ O&M Plans - Integrated Asset Management Framework","og_description":"Operation and Maintenance Plans &nbsp; The Operation and Maintenance (O&amp;M) Plan is typically a formal document that describes how the system is to be safely\u00a0operated\u00a0daily. 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