PMOC: concepts and legal basis

Manual — PMOC · chapter 1 of 10

The PMOC — Maintenance, Operation and Control Plan (Plano de Manutenção, Operação e Controle) — is the document that Brazilian law requires of every building of public and collective use with air conditioning: who the technical manager is, which rooms are air-conditioned, which equipment serves each room, which maintenance activities are carried out and how often, and the proof that they were done. It is what the health surveillance authority asks for at an inspection and what the building manager, the facilities manager or the contracting party demands from the maintenance company.

In H2O, the PMOC is a module of its own (Operations › PMOC) that ties together what the company already has in the system — the site, the HVAC assets, the site’s ART document (technical responsibility record), the task templates, Automatic Scheduling and the tickets with checklist and photos — and generates the PDF document with the seven sections an inspector expects.

Tip

The PMOC does not replace maintenance: it organizes it and proves it. Each activity of the plan becomes preventive tickets on the calendar, executed by the technician in the app like any other ticket; the Execution tab and the PDF show what was done, by whom, when and with what evidence.

What the law requires

Regulation	What it asks for	Where H2O answers it
Brazilian Law 13,589/2018	every building of public and collective use with artificially air-conditioned rooms must have a PMOC for its air-conditioning systems, to eliminate or reduce health risks to the occupants	one PMOC per building, with the building, the owner, the technical manager and the validity (chapters 3 and 4)
MS Ordinance 3,523/1998 (Annex I)	the technical regulation of the Law: a qualified technical manager, the plan of maintenance activities with the periodicity of each one (filters, trays, coils, fans, ducts…) and the record of the executions	the 15 default activities with the periodicity of the Ordinance (chapter 6), the schedule (chapter 7) and the record of the executions with evidence (chapter 8)
ANVISA RE 09/2003	reference standards of indoor air quality in air-conditioned rooms of public and collective use — outdoor air per person, temperature, humidity, CO₂, airborne particles and fungi — and the periodic assessment	the Air renewal of each room (chapter 5) and activities A10 and A11 (chapter 6)
ABNT NBR 16401	the Brazilian standard for the design and performance of air-conditioning installations (comfort and indoor air quality parameters)	reference quoted in the PDF header; the activities and periodicities can be adjusted by the company (chapter 6)

System rule

The four references appear at the bottom of the PDF header, as in the introduction text of the screen: Law 13,589/2018 · MS Ordinance 3,523/1998 · ANVISA RE 09/2003 · ABNT NBR 16401 (the screen says “Brazilian Law 13,589/2018”). The responsibility for the technical content of the plan — which activities, how often, on which equipment — belongs to the technical manager; H2O brings the Ordinance default as a starting point and leaves everything editable.

How H2O answers it

Part of the PMOC	Where it comes from in H2O	Chapter
Building	the site of the PMOC: one active PMOC per site, with name, use, address, areas and occupancy	3
Technical manager and ART	free text (or pulled from an H2O user) and the site’s legal document of the ART type, with the ART number	4
Air-conditioned rooms	registered in the PMOC, with floor, area, occupancy, air renewal and the equipment serving them	5
Equipment	the assets of the HVAC family of the site (and of the sites below it), with TR/BTU capacity, refrigerant and charge	5
Activities and periodicity	the 15 of Ordinance 3,523/98 + RE 09/2003, created in one click, or your own; each one with a task template	6
Schedule	an Automatic Scheduling schedule of the site, “PMOC · PMOC name”, with one item per equipment × activity, which generates the preventive tickets on the calendar	7
Record of the executions	the tickets of the schedule: technician, due and executed dates, status, checklist photos and attachments	8
The document	PMOC PDF — seven sections, with photo thumbnails and the signature fields	9

The concepts

Concept	What it means
PMOC	the plan of one building. It has a site (the building), a status — Draft, Active or Archived — and a validity (start and end).
Building site	the H2O site that represents the building (manual Companies and hierarchy, chapter 1). Only people who see that site see the PMOC. The equipment comes from it and from the sites below it.
One active per site	each site has at most one Active PMOC. Activating another one archives the previous one and closes its schedule (chapter 7).
Room	an air-conditioned space of the building (an office, a floor, a data center…), with the equipment serving it. It belongs to the PMOC — it is not the asset’s Location.
Equipment	an asset of the HVAC family. All the ones of the site enter the inventory, with or without a room.
Activity	a maintenance task of the plan: code (A01…), name, periodicity in days, which equipment it applies to, the task template and the legal reference.
Task template	the checklist the technician answers at each execution (manual Task templates). The effective periodicity in the schedule is the template’s.
Schedule	the Automatic Scheduling schedule generated by the PMOC (manual Automatic Scheduling): one item per equipment × activity; the preventive tickets come from it.
Execution	a preventive ticket of the schedule, with a Due date, an Executed date, technician, status and evidence (checklist photos and attachments). Still open after the due date, it is overdue.

Who does what

Role	What they do in the PMOC
facilities manager / building manager / contracting party	creates the PMOC, registers the building and the owner, follows the Execution tab and keeps the PMOC PDF
technical manager (engineer)	answers for the plan: checks the rooms and the inventory, defines the activities and periodicities, attaches the ART, activates the PMOC and signs the document
HVAC technician	executes the preventive tickets in the app, answers the checklist and takes the photos (before/after in the cleanings)
whoever answers to the inspector	hands over the PMOC PDF of the requested period, with the executions, the pending items and the signatures

Access rights

The PMOC has no right of its own in the profile. It uses two rights that already exist (People › Profiles › profile › Permissions):

To…	You need
see the menu, the list, the page, the tabs and the PMOC PDF	Read on the Tickets row (group Operations) or Read on the Maintenance plans row (group Planning)
New PMOC	Create on the Maintenance plans row
Save the building, the technical manager, the ART and the validity; rooms; activities; Create default activities; Activate PMOC; Archive; Generate schedule	Edit on the Maintenance plans row
Delete the PMOC	Trash on the Maintenance plans row

System rule

Whoever only has Read in Tickets — the Technician profile, for example — opens the PMOC for consultation and sees all the tabs, but does not see New PMOC, the buttons of the page or the pencils of the tables. The preventive tickets, those they execute as always: the right to execute is the ticket’s, not the PMOC’s.

System rule

The scope is the site’s: a PMOC of a site outside your scope does not appear in the list and, if opened by its address, answers PMOC not found. (manual Companies and hierarchy, chapter 2).

Where to find it

Figure 1. Operations › PMOC: the list of the PMOCs of the sites you see — here the active PMOC of the Demo Building and the 2027 draft.

1. 1The Operations › PMOC menu and, below the title, the introduction text with the legal basis.
2. 2New PMOC (only with Create in Maintenance plans).
3. 3The search Search by name, building, technical manager or ART…, the filters All sites and All statuses (Active, Draft, Archived) and the counter {n} PMOCs.
4. 4The columns PMOC (with the building below), Site, Status, Validity, Technical manager (name, council and registration) and ART (the number, or the document name).
5. 5The columns Rooms, Activities and Schedule — the schedule number and its status (Active, Paused, Finished, Cancelled).
6. 6The row: click anywhere to open the page. Active ones come first, then drafts, then archived ones.

Where	What you do there	Chapter
Operations › PMOC	the list, the search, the filters and New PMOC	1 and 3
PMOC page (click a row) › Building tab	building, owner, technical manager, ART, validity and calendar	3 and 4
Rooms and Equipment tabs	the air-conditioned rooms and the inventory	5
Activities tab	the activities of the plan and the task templates	6
Schedule tab and the Activate PMOC / Archive / Delete buttons	generate and follow the schedule; the PMOC life cycle	7
Execution tab	the preventive tickets of the period, with evidence	8
PMOC PDF button	the document	9
People › Profiles › profile › Permissions	the rights (Tickets and Maintenance plans rows)	1

System rule

The PMOC is built on the web. The app has no PMOC screen: what reaches the technician is the preventive ticket generated by the schedule, with the template’s checklist — executed like any ticket (manual Task templates, chapter 7).

Warning

If the screen shows PMOC is not installed in this environment (migration 2026_10_39 pending)., the company database has not yet received the module tables: ask H2O support.