ITF FM

One contract, every asset, on a schedule

A twelve-month maintenance contract with a written asset list, a PPM calendar, reactive cover inside agreed limits and a monthly pack that proves it ran.

Term
Twelve months, reviewed monthly
Built from
A surveyed asset register, not a template
PPM schedule
Issued within two weeks of the survey
First monthly pack
Day 30 of operation
Commercial shape
Labour-only or parts-inclusive

An annual maintenance contract (AMC) is a twelve-month agreement to maintain a defined list of assets on a planned schedule, with reactive cover inside agreed limits. A good one lists every asset and states every exclusion. ITF writes the AMC against a surveyed asset register and proves each month's work with the record.

An annual maintenance contract drawn as a cover with four annexes: A, the asset register with a tag, class, location and interval per asset; B, a twelve-month PPM calendar with monthly, quarterly and annual rows and the summer months marked; C, the in and out of scope lists; D, four priorities with their response windows left blank and marked set per site. Beneath the cover, the monthly pack filled from the work orders from day 30.THE CONTRACT AND ITS FOUR ANNEXESAMC, TWELVE MONTHSTERM12 MONTHSREVIEWEDMONTHLYSHAPELABOUR / PARTSBUILT FROMTHE SURVEYANNEXESA TO DANNEX A · ASSET REGISTERTAGCLASSLOCATIONINTERVALAC-01AC-02AHU-01PMP-01DB-01ANNEX B · PPM CALENDARJFMAMJJASONDFILTERSFULL SERVICETHERMOGRAPHYSUMMER STARTS TIGHTREADINGS MOVE THE INTERVALSANNEX C · EXCLUSIONSINOUT UNLESS WRITTENLISTED ASSETSREACTIVE CALLSCONSUMABLESRECORDS, PHOTOSUNLISTED ASSETSMISUSE, THIRD PARTYPARTS OVER LIMITBEYOND REPAIRANNEX D · PRIORITIESP1 EMERGENCYSET PER SITEP2 URGENTSET PER SITEP3 ROUTINESET PER SITEP4 PLANNEDSET PER SITESTAFFING AND THE DRIVE DECIDEMONTHLY PACKPLANNEDCOMPLETEDFILLED FROM THEWORK ORDERSFIRST PACKDAY 30AN AMC IS ONLY AS GOOD AS ITS ANNEXES
An AMC is a set of schedulesFour annexes and the pack that proves themSwipe to pan
  1. 01 Enquiry
  2. 02 Site survey
  3. 03 Scope and quote
  4. 04 Mobilisation
  5. 05 Planned schedule
  6. 06 Execution
  7. 07 Monthly report
  8. 08 Management review
  9. 09 Next cycle

One contract, every asset, on a schedule sits at step 3 of the fm operating cycle. You receive a scope of works and a quotation.

01

Disputes start in the scope

Most AMCs we are asked to replace are one page long. They say "maintenance of HVAC, electrical and plumbing systems" and nothing else.

There is no asset list, so nobody can say whether the rooftop unit added last year is covered. There is no exclusion list, so every compressor failure becomes an argument. At renewal, nobody can show what was done.

In this market an AMC means a year of maintenance on named equipment. It has two halves: the planned visits on a calendar, and attendance when something fails between them. It is not a call-out arrangement, where you pay per visit and nobody plans anything. It is not a warranty, which covers manufacturing defects and can be voided by the wrong contractor servicing the unit. And it is narrower than an O&M contract, which runs the whole building.

An AMC is only as good as its annexes. Ours has four: the asset register, the PPM calendar, the exclusions and the priority schedule.

02

The PPM ladder

Frequencies start from the manufacturer's guidance and the duty the asset runs, then the readings move them. These are typical starting points, not a promise that your site will run on them. In the Eastern Province summer, filters and condenser coils start tight because heat, humidity and dust arrive together.

Asset classWhat the visit does, and the record it leavesTypical starting interval
Split and package AC unitsFilter clean, coil and drain check, electrical checks, running current. Unit service sheet.Filters monthly, full service quarterly
AHUs and fan coil unitsPressure drop logged, drain pan proved to drain, belts and bearings. Unit sheet and filter register.Filter check monthly, coils and drains quarterly
ChillersApproach temperatures, pressures, delta T, oil and electrical checks. Chiller log and readings trend.Operator log daily, service monthly, overhaul to OEM schedule
Pumps and booster setsDuty and standby rotated, pressures, seals, vibration. Pump log.Monthly
Standby generatorsStart and transfer proved, batteries, fuel, coolant. Generator run log.Monthly run, on load where the site allows; annual service
LV distribution boardsThermographic scan under load, board schedule corrected. Board schedule and thermographic report.Visual quarterly, thermography annually
Emergency lightingEvery fitting tested and recorded individually. Emergency lighting register.Function test monthly, duration test annually
Fire alarm devicesEach device tested and confirmed at the panel. Device register.Full rotation across the agreed period
Water tanksHatch seal, vents, screens, overflow and condition. Tank record.Inspection quarterly, cleaning to your procedure
DrainageGullies and traps run, problem lines jetted. Drainage cycle record.Quarterly, problem lines monthly
Doors, shutters and levellersSafety devices, springs, seals and controls. Door record.Quarterly
03

The four annexes, and what follows them

01

Annex A, the asset register

Every asset with its tag, location, class and interval. If it is not on the register, it is not covered until a variation adds it.

02

Annex B, the PPM calendar

Assets down the side, twelve months across, with the summer-tightened intervals marked.

03

Annex C, the exclusions schedule

What is out unless written in, in plain words, signed before the contract starts rather than argued in month seven.

04

Annex D, the priority and response schedule

P1 to P4 defined, with the response and resolution windows written for your site, its staffing and the drive to it.

05

The monthly pack, from day 30

Planned against completed, reactive calls by priority, missed tasks named, repeat failures by asset, defects outside scope, parts against allowance, expiring specialist documents and next month's work.

06

The annual review note

Intervals that moved, assets added or retired, and the driver behind any price change at renewal.

04

How the contract gets written

  1. 01

    Walk and tag the site

    Every AC unit, pump, board, tank, door and fire alarm panel tagged and recorded with its condition. The register becomes Annex A.

    Survey
  2. 02

    Set the intervals

    Starting intervals per asset class from the manufacturer's guidance and the duty, tightened where heat and dust demand it. The calendar becomes Annex B.

    Within two weeks
  3. 03

    Write what is out

    Misuse, third-party damage, equipment beyond economic repair, upgrades and the licensed work of specialists you keep. The list becomes Annex C.

    Before signing
  4. 04

    Set priorities per site

    P1 to P4 with windows written against whether our team is on site, its hours, the drive and how critical the assets are. This is Annex D.

    Before signing
  5. 05

    Run and prove the month

    Planned visits to checklist, breakdowns ticketed by priority, and the first monthly pack built from the work orders.

    Day 30
  6. 06

    Review the year

    The record shows which intervals should move, which assets failed repeatedly and what the renewal should change.

    Anniversary
05

A typical AMC replacement

An office building in Olaya, Riyadh, has an AMC expiring in six weeks. The incumbent's contract is one page and lists no assets, and the client cannot say when the chiller was last serviced or when the generator last ran on load.

We walk the building and tag every AC unit, pump, board, tank, door and fire alarm panel. The asset register becomes Annex A. The PPM calendar, with summer-tightened filter intervals on the rooftop units, becomes Annex B. Annex C lists the exclusions in plain words, including the lift and the sprinkler system, which stay with their current specialists and move into our vendor register.

Annex D sets P1 to P4 with windows written for a building we staff during working hours and reach by mobile technician out of hours. The client chooses labour-only because the plant is under five years old, with a stated threshold per part.

By day 30 the client holds the four annexes, a handover gap list showing the chiller log the incumbent never kept, and the first monthly pack. At renewal it can show exactly what the year bought.

06

Cover, limits and cost

What the AMC covers

The shape of the scope before your survey changes it.

  • Every asset on the register, at the interval on the calendar
  • Reactive attendance on listed assets, by priority
  • Routine consumables: filters, belts, lamps, fuses, lubricants, cleaning materials
  • Readings, photographs and a record for every visit
  • Supervision of specialists you keep, where written in
  • The monthly pack and the monthly review
07

Questions before you sign

Q01

Labour-only or parts-inclusive: which should we choose?

It depends on asset age and your appetite for surprises. Young plant under warranty rarely needs parts, so labour-only is usually cheaper. Older plant fails more, and a parts-inclusive AMC with a sensible threshold turns those failures into a known monthly cost. We price both against the same scope.

Q02

Are reactive call-outs unlimited?

Reactive attendance on listed assets is covered at the priority it deserves. Faults caused by misuse, third-party works or assets not on the register are quoted separately, and that line is in Annex C before you sign. If a contract has a call-out cap, it is written in the contract, not discovered in month seven.

Q03

Can we add assets during the year?

Yes. The register is updated, the calendar absorbs the new asset, and the price change is written as a variation before the work starts rather than after.

Q04

Will you maintain equipment still under manufacturer warranty?

Usually, but we read the warranty terms with you first. Some manufacturers restrict who may service a unit during the warranty period. Where they do, the OEM stays on the unit and sits in the vendor register.

Q05

What happens when an asset is beyond economic repair?

You get the case in writing: age, repair history, the cost of carrying on and what replacement involves in access and downtime. Then it is your decision. Replacement is quoted as works, outside the AMC.

Q06

What happens at renewal?

The annual review note sets out which intervals moved and why, which assets were added or retired, and what the record says about the year. If the price changes, the note says which driver moved it.

Request an AMC scope

Send us the contract you have now, however thin. The walkthrough turns it into an asset register and four annexes.

Request an AMC scope