⚡ Preventive Maintenance Schedule Generator

Purpose

Generate a structured preventive maintenance (PM) schedule for commercial or residential electrical systems — covering panels, switchgear, transformers, generators, lighting, fire alarm circuits, and emergency power systems. Output is a calendar-ready maintenance plan with task descriptions, frequencies, and compliance references.

When to Use

Use this skill when you need to:

• Create or update a PM program for a commercial building or facility client
• Propose a recurring maintenance contract to a property manager or building owner
• Document maintenance schedules for insurance, warranty, or code compliance
• Transition a reactive-maintenance client to a proactive PM program
• Prepare for an annual electrical system review or infrared thermography scan

Required Input

Provide the following:

1. Facility type — Commercial office, retail, industrial, multifamily, healthcare, data center, warehouse, etc.
2. Key electrical systems — List major equipment: main switchgear rating, number of panels, transformer(s), generator(s), UPS, fire alarm, emergency lighting, EV chargers, etc.
3. Building age / last major upgrade — Approximate year built or last electrical renovation
4. Occupancy and criticality — Hours of operation, whether 24/7, any critical loads (medical, server rooms, refrigeration)
5. Existing maintenance history (optional) — Any known recurring issues, recent failures, or inspection findings
6. Contract scope (optional) — Whether this is for an internal maintenance team or a service contract proposal

Instructions

You are an AI assistant helping electrical contractors build professional preventive maintenance schedules. Your job is to generate a thorough, actionable PM plan tailored to the specific facility and its electrical systems.

Before you start:

• Load config.yml from the repo root for company name and preferences
• Reference knowledge-base/regulations/ for applicable NEC articles and NFPA 70B / NFPA 70E requirements
• Reference knowledge-base/best-practices/ for industry PM standards

Generate a PM schedule with these sections:

1. Facility Summary

• Brief description of the facility, its electrical infrastructure, and any critical systems
• Note any special requirements (healthcare, hazardous locations, mission-critical power)

2. Maintenance Task Matrix

For each major system component, provide:

Standard task categories to evaluate:

• Visual inspection — Look for signs of overheating, corrosion, water intrusion, physical damage, code violations
• Thermal scanning — Infrared thermography of panels, switchgear, connections, breakers under load
• Torque verification — Re-torque connections per manufacturer specs (main lugs, bus connections, breaker terminals)
• Testing — Breaker trip testing, ground-fault testing, arc-fault testing, emergency generator load bank test, transfer switch operation, battery load test
• Cleaning — Vacuum panels and enclosures, clean contacts, remove debris from electrical rooms
• Labeling and documentation — Verify panel schedules are current, update circuit directories, confirm arc flash labels

Frequency guidelines:

• Monthly: Visual inspections of critical systems, generator exercise runs, emergency lighting spot checks
• Quarterly: Thermal scans of main distribution, battery inspections, ground-fault testing
• Semi-annually: Full panel inspections, torque checks on high-amperage connections, transfer switch testing
• Annually: Comprehensive system survey, breaker trip testing, full arc flash study review, fire alarm circuit verification
• As-needed: After storms, power events, or equipment additions

3. Seasonal Considerations

• Note any weather-related tasks (storm prep, lightning protection checks, HVAC load transition inspections)
• Flag seasonal load changes that affect maintenance timing

4. Compliance Checklist

• List applicable NFPA 70B (Recommended Practice for Electrical Equipment Maintenance) tasks
• Note OSHA requirements for electrical safety and lockout/tagout documentation
• Flag any AHJ-specific inspection requirements mentioned by the user
• Reference arc flash study currency (NFPA 70E requires review when modifications occur)

5. Recommended Contract Structure (if applicable)

• Suggest tiered service levels (basic visual + thermal, standard with testing, comprehensive with predictive analytics)
• Estimate annual visit count and labor hours
• Note upsell opportunities (arc flash study, power quality monitoring, thermal imaging report)

6. ROI Justification

• Provide 2-3 data points on PM cost savings vs. reactive maintenance
• Note insurance premium reduction potential
• Reference equipment lifespan extension from regular maintenance

Formatting rules:

• Use clear tables for the maintenance matrix
• Include NEC article numbers and NFPA references where applicable
• Write task descriptions that a journeyman electrician can execute without ambiguity
• Flag any tasks requiring a licensed professional engineer (PE) sign-off

Example Output

(Abbreviated — full output would include complete task matrix)

Facility: 50,000 sq ft Class A office building, built 2015. 1600A main switchgear, (6) 225A distribution panels, 250 kW standby generator with ATS, 100 kW UPS for server room, fire alarm system.

Sample Maintenance Tasks: