instrumentation for their performance. Careful planning is required to ensure that the requisite personnel and equipment are available at the time when the tests and certifications need to be performed.
Additionally, project requirements often specify that certain witnesses (owner, architect, mechanical engineer, process engineers, owner’s facilities management and maintenance personnel, etc.) must be present to observe the performance of the tests and to monitor and certify the results, and to ensure that all contract requirements have been fulfilled. Such a requirement, of course, adds yet another planning and scheduling dimension for the supervisor. In addition, requirements often stipulate that the witnesses must sign a certificate or a form to verify their observance of the tests, and to certify the results. This means that the supervisor will need to ensure that the proper forms are present when the tests and certifications are conducted, to ascertain that the proper signatures are obtained, and to ensure that the documentation is filed as a matter of record.
Owner’s Manuals, Parts Lists, Equipment Warranties, and Spare Parts
Project specifications typically require that the contractor provide the owner with owner’s manuals, parts lists, operating instructions, maintenance instructions, and equipment warranties for all equipment installed or furnished during the course of construction. Frequently, the specifications require that some of these documents be completed by the contractor with model numbers and serial numbers of the installed equipment, as well as the date of installation, date of operationalizing, and so forth. Often, the contractor will organize these documents into folders, binders, or notebooks for the owner’s convenience.
For equipment that the contractor has installed, it becomes a duty for the project management team to deliver all of the documents as well as all of the accessories and spare parts that are specified. For equipment that has been furnished or installed by subcontractors or sub-subcontractors, the management team must ensure that these items are provided and that they are complete and in the proper format, prior to closing out the subcontract agreements.
Similarly, the project requirements will often stipulate that spare parts and accessories of various kinds be provided by the contractor. Filters for air handlers, blower belts, cleaning kits, and special lubricating oils are typical examples, but there are numerous others that may be specified in similar fashion. The items that are to be provided must be identified from the specifications, and should be listed on a log and on a checklist, so that they can be included in the steps to be completed at project closeout.
Project specifications commonly require that the contractor conduct, or coordinate the conduct of, training in the operation and maintenance of various components of the project for the owner, the owner’s maintenance staff, or the owner’s facilities