HVAC SERVICE CONTRACT “B” - danville-va.gov

1 2017

CITY OF DANVILLE, VIRGINIA

HVAC SERVICE CONTRACT “B”

July 1, 2017 to June 30, 2022 ______________________________________________________________ BID NO.: HVAC SERVICE CONTRACT “B” July1, 2017 RFP 16-17-153 SEALED PROPOSALS DUE BY 5:00 p.m. JUNE 29, 2017 AT ADDRESS BELOW ______________________________________________________________ CONTRACT PERIOD: July 1, 2017 - JUNE 30, 2022 (YEARLY OPTION 2022 - 2025) ______________________________________________________________ DIRECT INQUIRES TO: BIDDING PROCEDURES - Gary Via, Purchasing Director (434) 799-6528 ROOM 304 427 Patton Street P. O. Box 3300 Danville, VA 24543 TECHNICAL QUESTIONS - Mike Burton, Division Director of Buildings (434) 799-5245 Mike Kendrick, Buildings Superintendent (434) 799-5245

PUBLIC WORKS DEPARTMENT 998 South Boston Road Danville, VA 24540

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TABLE OF CONTENTS

1.0 Intent

2.0 Contract Period

3.0 Contractor Qualifications

4.0 Scope of Work

5.0 Daily Inspections

6.0 Preventative Maintenance / Scope of Coverage

7.0 Water Treatment Program

8.0 Bid Evaluation Criteria

9.0 Award Procedures

10.0 Standard Conditions

11.0 Required Contract Clauses

Exhibit # 1 Scope of Coverage

Exhibit # 2 Scope of Work

Proposal Section Contractor’s Qualification Statement Your Proposal Package Must Include: 1. Proposal Pages - 2. Qualification Statement

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RFP 16-17-153 “B”

“HVAC Service Contract “B” 1.0 INTENT

1.1 It is the intent of this invitation and by the executing of this contract to secure the services of a certified, qualified HVAC contractor to perform the following minimum tasks: b. To make all necessary repairs and/or replacements, thereof, any equipment and all

apparatus listed under this contract as defined in Section 6, thereof. c. To make short term and long term planning recommendations. d. To ensure proper and continuous operation of the HVAC equipment and all apparatus under

this contract. e. To review and make proper recommendations on new designs and/or upgrade of equipment.

The HVAC contractor shall provide all labor, tools, and equipment necessary to perform the requirements of this contract.

1.2 All interested firms are invited to attend a public meeting to be held on June 22, 2017 at 2nd

Floor Conference Room, Municipal Building, 427 Patton Street, Danville, VA 24541. Representatives of the City will be on hand to review the bid invitation and answer any questions. Bring a copy of this solicitation with you. Any changes resulting from this conference will be issued in a written addendum to this solicitation to all attendees.

2.0 CONTRACT PERIOD

2.1 The initial contract issued as a result of this RFP will be for the period July1, 2017 to June 30, 2022, with the option to extend for three additional one (1) year periods if mutually agreeable to both parties (22/25).

2.2 In the event that sufficient funds are not appropriated by the Council of the City of Danville,

Virginia; or, if appropriated, are not allocated or available; or, in the event the amounts due hereunder are to be paid with funds given to the City by another private or government entity, and such funds are not sufficient for continuation of this agreement during any fiscal year after the City’s first fiscal year; the City may, without breech, upon prior written notice to Contractor, terminate the contract in whole or in part.

3.0 CONTRACTOR QUALIFICATIONS 3.1 Overall Firm Qualifications

3.1.1 The Contractor shall have been actively involved in the repair and maintenance of comparable equipment for a minimum of five (5) years. The importance of maintaining this equipment in line with its original design performance and in proper operating condition requires the service to be performed by an experienced and competent HVAC Contractor who has satisfactorily maintained equipment of this type and to the degree included in these specifications. The Contractor must be able to demonstrate considerable expertise in the repair and maintenance of HVAC systems components as described below:

3.1.2 The Contractor must demonstrate considerable expertise in the repair and maintenance of

components or practices found in the following HVAC systems. The City of Danville may require the bidder to demonstrate this knowledge and ability prior to award.

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Centrifugal Chiller

b. Ability to service, diagnose, repair, and overhaul. c. Provide rigging and teardown equipment and rigging experience. d. Oil analysis. e. Refrigerant analysis. f. Tube analysis and Eddy current analysis g. Centrifugal motor, shaft and impeller repair facilities. h. Centrifugal chiller reduced voltage starter. i. Electrical troubleshooting control system. j. Cooling tower operation, maintenance, & troubleshooting.

Reciprocating Chiller

b. Service, diagnose, repair and overhaul semi-hermetic compressors. c. Service, diagnose, and repair reciprocating chillers and large direct expansion Systems. d. Electrical troubleshooting control system.

Boiler Expertise (Steam and Hot Water)

b. Service, diagnose, repair, and overhaul burner and related controls. c. Run efficiency test on boiler combustion gases (electronic instruments required) and make

adjustments as required. d. Gas and oil fired units.

Air Handling and Supply Displacement

b. Service, diagnose, repair, and overhaul air-handling equipment. c. Understand modulating air equipment, delivery systems and controls related to the

equipment such as static pressure controls, variable pitched fans, etc. d. Must have air-balancing expertise for large commercial systems. e. Understand and have the ability to repair variable air volume systems. f. Understand and have the ability to repair, diagnose, and program frequency drives.

Pneumatic Control

b. Service, diagnose, repair and overhaul pneumatic control systems. c. Overhaul and repair air compressors. d. Expertise for retrofitting, sizing and selection of pneumatic controls.

Electronic Control

b. Service, diagnose and repair electronic control systems. c. Diagnose and repair problem with software firmware and hardware on building automation

system process controls. d. Programming abilities of the Trane Control systems including custom control panels and

programming. e. Abilities to interconnect personal computers to building control processing. f. Ability to diagnose building automation system from remote location using the Trane Control

systems. g. Capable of interfacing with the manufacturer to diagnose and correct problems with the

Building Automation systems.

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Electrical Controls

b. Ability to service, diagnose and repair/replace controls, starters, safeties, wiring and motors as related to HVAC equipment and their support equipment.

c. Understand electrical control circuits as related to HVAC equipment and their support equipment.

Heat Pump and Light Commercial HVAC Equipment

b. Ability to service, diagnose, and repair heat pump and light commercial HVAC equipment. c. Understand the heat pump cycle. d. Understand light commercial systems as to air conditioning, heating (gas fired unit and

electrical heat) and ventilation. Systems Analysis

b. Ability to diagnose all system problems as related to air and water movement, refrigerant and control systems (the whole building concept).

c. Must be able to check design and make recommendations (engineering and technical services).

d. In-house ability to provide control drawings and plans as related to recommendations, etc. from system analysis.

e. Understand supply air, return air, makeup air ventilation requirements, and economizers as related to outside air.

f. Understand humidification, dehumidification, latent heat loads, and sensible heat loads. Computer Room System

b. Ability to service, diagnose and repair computer room systems. c. Understand humidification, dehumidification, reheat and humidifiers as related to computer

room environment control. Other Service Expertise Required as Related to the HVAC Industry

b. In-house expertise and equipment for vibration analysis and fan balancing. c. Ability to service, diagnose, and repair water pumps. d. In-house expertise and equipment for chiller retubing. e. Oil analysis, refrigerant analysis and tube analysis services. f. Ability to service, diagnose, and repair low temperature refrigeration systems. g. Refrigerant Reclaim Services. h. Water treatment analysis and operation of treatment systems, boiler (w/s), chilled water

closed and open loop systems, etc. i. Ability to diagnose and correct indoor air quality.

3.2 SERVICE PERSONNEL

3.2.1 The Contractor shall provide a minimum of three (3) qualified service personnel available for

this agreement certified as masters in building-related mechanical operations by the Commonwealth of Virginia. Each personnel shall be certified in Refrigerant Handling, Universal Level. Each personnel shall have the ability to operate a laptop computer to access and diagnose problems with the HVAC systems.

3.2.2 The Contractor shall maintain this certified staff at all times. Should there be a change in

personnel, which would affect these requirements, the Contractor shall submit the replacement person’s name, home address, telephone number, and Certification of training experience.

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3.2.3 As a minimum, it is expected that the Service personnel assigned to this contract shall have quick excess to the following tools and equipment:

b. HVAC service tools such as manifold gages, voltmeters, amp meters, and hand tools. c. Wheel Puller d. Megger e. Vibration Analyzer f. Retubing Tools (Pullers and Rollers) g. Electronic Combustion Analyzer h. Electronic Overload Tester i. Audio Analyzer j. A-Frames and Special Rigging Equipment k. Portable Lap Top Computers l. Heavy Tools - required for disassemble service such as large sockets, pull bars, electric and

air-driven impact wrenches. m. Oxygen and Acetylene Torches n. Dry Nitrogen Regulators o. Tube Cleaning Tool p. Special Tools - as related to Trane and Carrier Reciprocating and Centrifugal Compressors q. Air Balance Hood r. Water Balance Instruments s. Portable Refrigerant Recover C Recycle Equipment - for use on refrigerants. t. All Personal Protective Equipment as required by OSHA and other governing agencies.

3.2.4 All personnel performing the requirements of this contract shall comply and abide by the

City’s policies and procedures. 3.3 SUPERVISION

The Contractor shall provide professional supervision of Service personnel. The supervisor will meet all requirements of Service personnel as stated above, plus have a minimum of five (5) years experience in the supervision of HVAC Service personnel.

3.4 ENGINEERING SUPPORT

The Contractor shall have a Virginia licensed Professional Engineer on staff for the duration of the contract. The engineer must have a minimum of five (5) years experience in design of HVAC systems.

3.4.1 Technical Support – The contractor shall have a staff capable of assisting the City in the

constant improvement of the comfort systems in the City’s buildings. This includes but is not limited to the diagnoses of HVAC related problems including IAQ problems, energy audits and institution of energy savings programs, review of existing and proposed building plans and specifications, and the monitoring of the HVAC systems and components. To assure the highest quality services, the contractor shall have on its staff for the duration of the contract the following certified personnel:

b. Professional Engineer licensed in the Commonwealth of Virginia c. NEBB Certified Commissioning Agent d. Certified Energy Engineer per the Association of Energy Engineers e. Certified Indoor Environmentalist by the Indoor Air Quality Association

3.5 AUTOMATED SYSTEMS SUPPORT

The Contractor shall have personnel experienced in programming, reprogramming, installation, and operation of building automation systems. Contractor will provide all programming and reprogramming required for the operation of existing equipment and will provide any programming or reprogramming needed to add or delete equipment or functions

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to the Building Automation System. The building automation system shall be programmed as directed by the contract manager to ensure the max energy savings including but not limited to: night set-back, time of day schedule, and morning start-up at no cost to the owner.

4.0 SCOPE OF WORK 4.1 The Contractor shall provide all labor, tools and equipment necessary to perform a

comprehensive preventive maintenance program, as well as all labor, tools and equipment for repair and other services, as required by this contract, at the following locations. Each location shall have its own accounting system and be billed individually. All Invoice formats must be approved by the Contract Manager.

SITE LOCATION ACCOUNT NO.

1) Squire Armory 3194 North Main Street 01-250-06-52225

2) Health Department Building 326 Taylor Drive 01-250-04-52225

3) Public Library 511 Patton Street 01-322-21-52225

4) Adult Detention Home (Prison Farm) 1000 South Boston Road 01-217-01-52225

5) Financial Service Center 311 Memorial Drive 01-250-05-52225

6) Mass Transit Facility 998 South Boston Road 56-262-02-52225

7) Green Street Police Station 827 Green Street 01-250-01-52225

8) Social Service Building 510 Patton Street 01-289-21-52225

9) Danville Transfer Center 515 Spring Street 56-262-02-52225

10) Dan Daniel Memorial Park Bldgs. 302 River Oak Drive 01-250-06-52225

11) Pepsi Building 661 Craghead Street 01-250-06-52225

12) Electoral Board Office 515 Main Street 01-157-01-52225

13) Alkaline Stabilization 229 Northside Drive 51-409-03-52225

14) Carrington Pavilion 661 B Craghead Street 01-313-01-52225

15) CO Building 295 Stinson Avenue 55-418-01-52225

16) Science Center 657 Craghead Street 01-250-18-52225

17) Utilities Building 1040 Monument Street 52-403-04-52225

18) Welcome Center 645 River Park Drive 01-301-22-52225

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4.2 Service personnel shall respond to the job site within 30 minutes of notification of a service call during regular business hours and one hour outside of regular business hours, and make the necessary repairs. The Contractor shall respond to any alarms, as directed by the contract manager.

4.3 The Contractor may be required to make repairs to equipment not covered by this contract.

In this event, the City will be billed the rate for labor and materials needed to make such repairs per billing rate established in this contract.

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4.4 In many situations the Contractor may be requested to provide parts needed to repair equipment which is to be billed to the City; however, the City reserves the right to provide parts, material, or supplies to be installed by the service Contractor. If the Contractor provides parts, any warranty will be passed on to the City. If the City elects to provide parts or materials, the Contractor will provide labor to install or reinstall these materials or parts at no cost to the City. The Contractor will maintain a stock of critical parts for equipment covered by this contract readily available as required by the Contract Manager.

i. Parts Purchasing Agreement

b. The Contractor agrees to seek maximum competition for needed approved parts and

accessories, and guarantees to pay the lowest price available for each purchase. The contractor shall obtain and submit three (3) prices for items over $300.00 and two (2) prices for items from $25.00 to $299.00. The Contractor shall bill monthly and each billing shall be separate per building account.

c. Contractor shall submit invoice from parts manufacturer substantiating actual charge for each item.

d. Pricing to the City must be exclusive of Federal Excise Tax and Virginia State Sales and Use Tax.

e. Contractor shall mark-up manufacturer’s invoices no more than 10% for handling/overhand and 10% profit. Pricing shall be all inclusive and include transportation, insurance, uncrating charges, etc.

f. Purchases shall require written authorization from the City’s Contract Manager before proceeding to place orders. The City reserves the right to solicit bid invitation when determined to be in the best interest of the City.

g. All other provisions of the aforesaid agreement are to remain in full force and effect.

4.5 The contractor’s supervisor shall meet with the City’s Building Maintenance Superintendent each regular working day at a time and place specified by the Contractor Manager.

4.6 The Contractor will provide a minimum of 300 hours per year of engineering or technical

assistance for each year of the contract. The Contractor may use in-house support personnel, other than the engineer, to help resolve equipment or system problems, if they should arise.

4.7 The Contractor shall post on each Job site a City approved “Service Card”. All inspections

and/or Service Calls shall be noted and initialed by the Contractor’s service representative. In addition, the Contractor shall maintain a log book readily accessible to the City that shall document the following: date, job site, work performed, materials used, condition of equipment, recommendations for necessary repairs, and signature of service representative.

4.8 The Contractor shall reprogram the Building Automation system as required and shall

provide training to City personnel as required to keep them abreast of all changes and upgrades at no additional cost to the City.

4.9 The Contractor shall formal training to the City’s personnel in the Building Automation

System and building related trades, as approved by the Contractor Manager at no additional cost.

4.10 The Contractor shall provide and maintain a complete and current set of control drawings

and control software. These documents shall be backed up with two additional copies. The Contractor shall safeguard one copy and maintain a second copy to be safeguarded by the City.

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5.0 DAILY INSPECTION

5.1 The Contractor shall perform a walk through inspection each working day at the following locations to ensure proper operation of the equipment at each of these sites:

a) Health Department b) Danville Social Services c) Squire Armory

During this daily inspection the equipment identified in Section # 6.0 of the site listed in Section 5.1 shall be visually, checked for proper operation of motors, fans, bearings, controls, and related equipment. Contractor shall report to the City any improper operation of equipment and make the necessary repairs.

6.0 PREVENTATIVE MAINTENANCE – SCOPE OF COVERAGE a. LOCATIONS – Exhibit #1

b. EQUIPMENT LIST – Exhibit #1 c. SCOPE OF WORK – Exhibit #1 and 2 d. PREVENTIVE MAINTENANCE PROGRAM – EXHIBIT #2

See Exhibit 1 – LOCATIONS, EQUIPMENT LIST, SCOPE OF WORK, & SERVICE SCHEDULE. See Exhibit 2 – PREVENTIVE MAINTENANCE PROGRAM. 7.0 WATER TREATMENT PROGRAM 7.1 LOCATIONS – See Section 6 for locations of equipment covered under the agreement.

7.2 The Contractor shall provide all labor, materials (including chemicals), equipment and services required for the complete installation and continuous operation of a water treatment system to control corrosion, scale, slime, algae, bacterial and sludge in closed recirculating chill water loop, open recirculating condensing water systems and boilers both steam and hot water for the period of the agreement within twenty-one days of award, the Contractor shall submit details; of the proposed water treatment system to the City‘s Contract Manager for approval.

7.3 Chemicals and equipment shall comply with the requirements set forth by the manufacturer

of all apparatus equipment, including but not necessarily limited to the equipment and location as specified in the Preventive Maintenance Program and scope of work a listed in Section 6; Exhibits #1 & 2:

7.4 Complete chemical treatment system and disposal methods shall comply with any and all applicable state and local health and environmental control codes. The Contractor shall maintain a written record of all chemicals used as required by OSHA and or the Virginia Department of Health. The contractor shall provide MSDS sheets on a timely basis when chemicals are purchased before they are delivered to the site for the approval of the contract manager.

7.5 The Contractor shall conduct monthly inspections and chemical tests on all systems

conforming to the minimum standards as set forth by the equipment manufacturer. The testing shall be performed by a certified laboratory. All testing shall be forwarded directly to the City’s contract manager. These tests shall indicate the following water properties:

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a) Total Hardness m) TDS (ppm) b) Calcium Hardness n) Iron (ppm) c) Magnesium Hardness o) Sodium Nitrite (ppm) d) “P” Alkalinity p) Clarity e) “M” Alkalinity q) Color f) Chlorides g) Silica h) Ortho-phosphate I) pH j) Conductivity k) Neutral Conductivity l) Nitrite

Inspection and test results shall be submitted to the City’s contract manager once per month.

7.6 SHUT DOWN: The contract manager may require the contractor to take any HVAC apparatus off line as needed, the Contractor shall provide the necessary labor and recovery equipment to shut down, drain and refill either loop system and/or boiler. Contractor may choose to refill the systems with fresh water, which shall be treated and tested within three (3) days after refilling. These test results should be within the same parameter as Section # 7.5.

8.0 BID EVALUATION CRITERIA In addition to cost, each bid proposal shall be evaluated on the following factors:

8.1 BIDDER’S EXPERIENCE: Measured in terms of bidder’s performance in HVAC management and maintenance for major corporate and/or municipal clients to include:

b. Management capability and location. c. Financial responsibility and capability. d. Prior experience working with a client of the approximate size of Danville.

8.2 RESPONSIVENESS T0 CONTRACT REQUIREMENTS: Measured in terms of bidder’s

proposed approach to meeting the bid requirements including but not limited to:

b. Daily Inspection c. Automated Systems d. Engineering Support e. Technical Support

8.3 QUALIFICATIONS OF KEY PERSONNEL: Measured in terms of relevant experience of

proposed key personnel and their professional ability to execute the project. (Insufficient management experience and/or support services as determined by the City may be deemed a cause for rejection of bid.)

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SELECTION CRITERIA AND AWARD 8.4.1 Selection Criteria: Proposals will be evaluated by the City of Danville using the following: CRITERIA MAXIMUM

POINT VALUE

1. Price 30

2. Offeror’s plan for providing services 30

3. Qualifications, including technical and experience of Offeror/Personnel 25

4. References 10

5. Geographic Location 5 TOTAL 100

8.4.2 Award: Selection shall be made of two or more offerors deemed to be fully qualified and best

suited among those submitting proposals on the basis of the evaluation factors included in the Request for Proposals, including price, if so stated in the Request for Proposals. Negotiations shall be conducted with the offerors so selected. Price shall be considered, but need not be the sole determining factor. After negotiations have been conducted with each offeror so selected, the City of Danville shall select the offeror which, in its opinion, has made the best proposal, and shall award the contract to that offeror. The City of Danville may cancel this Request for Proposals or reject proposals at any time prior to an award, and is not required to furnish a statement of the reason why a particular proposal was not deemed to be the most advantageous. (Section 11-65D, Code of Virginia) Should the City of Danville determine in writing and in its sole discretion that only one offeror is fully qualified, or that one offeror is clearly more highly qualified than the others under consideration, a contract may be negotiated and awarded to that offeror. The award document will be a contract incorporating by reference all the requirements, terms and conditions of this solicitation and the contractor’s proposal as negotiated.

9.0 AWARD PROCEDURES

9.1 The City shall make such investigation as it deems necessary to determine the ability of bidder to furnish the required services, and the bidder will furnish to the City all such information and data for this purpose as the City may request. The City reserves the right to reject any bid proposal if the evidence submitted by, or investigation of, such bidder fails to satisfy the City that such bidder is properly qualified to carry out the obligations of the Contract, and to deliver the equipment and services contemplated herein.

9.2 The City reserves the right to reject any or all proposals submitted, and to waive any

informality in the proposals. The right is also reserved to award the contract where it appears to be in the best interest of the City of Danville.

9.3 The City may reject any or all proposals submitted if the proposals are found to be miss

leading or falsified information contained in or attached to the contractor’s proposal.

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10.0 STANDARD CONDITIONS

10.1 DEFINITIONS: The following terms and expressions used in the bid invitation shall be understood as follows:

10.1.1 Wherever the word “City” is used, it shall be understood to mean the City of Danville, VA. 10.1.2 Wherever the word “Contractor” is used, it shall be understood to mean the party engaged to

perform all work described herein. The contract shall appoint an authorized representative to conduct and execute the requirements of this contract.

10.1.3 Wherever the word “Contract” or “Contract Documents” are used, it shall mean and include

this contract, advertisement for bids, information for bidders, proposal, contract provisions, specifications, plans, agreement, bond and addenda.

10.1.4 Wherever the word “Contract Manager” is used, it shall be understood to mean the Director

of Public Works of the City of Danville or his duly appointed successor, or representative, doting within the scope of the duties entrusted to them and as stated in the contract.

10.1.5 Wherever in the specifications the words “Was Directed”, “Was Required”, “Was Permitted”,

or words of like effect are used, it shall be understood that the direction, requirement or permission of the Contract Manager is intended and similarly the words “approved”, “acceptable”, “satisfactory”, or words of like import, shall mean approved or acceptable or Satisfactory to the Contract Manager.

10.1.6 Wherever the word “Subcontractor” is used, it shall be understood to mean persons, firms or

corporations having a direct contract with the Contractor, and including those who furnish materials worked to a special design in accordance with the plans and specifications, but not including those who merely furnish materials not so worked.

10.2 AUTHORITY

10.2.1 The Director of Purchasing as the designee of the City Manager has the sole responsibility and authority for negotiating, placing, and when necessary modifying each and every invitation to bid, purchase order or other award issued by the City of Danville. In the discharge of these responsibilities, the Director of Purchasing may be assisted by assigned buyers. No other City officer or employee is authorized to order supplies or services, enter into purchase negotiations, or in any way obligate the government of the City of Danville for indebtedness. Any purchases contrary to these provisions and authorities shall be void and the City shall not be bound thereby.

10.2.2 This procurement process, including withdrawal of bids and appeals or protests, is governed by the statement “CODE OF THE CITY OF DANVILLE, VIRGINIA”. Copies of the Procurement Code may be obtained by writing the City of Danville Purchasing Department, P. O. Box 3300, Danville, VA 24543.

10.3 BID PREPARATION

10.3.1 Bid proposals must be written in ink or typewritten and shall be submitted on the forms issued. Unsigned bids will not be accepted. No bid may be considered if received after the time shown on the title page. Bidders are expected to examine all instructions, specifications, sites, installations, etc. Failure to do so will be at the Contractor’s risk. Erasures or other changes must be initialed by the person signing the bid.

10.3.2 Envelopes containing bids must be sealed and marked in the lower left hand corner with the

invitation number and submitted to the office indicated on title page.

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10.4 BIDDER ELIGIBILITY

Bids will only be accepted from manufacturers, authorized dealers, or contractors who are actively engaged in the service called for in the bid. No proposal will be accepted from or contract awarded to any person, firm or corporation that is in arrears or is in default to the City upon any debt or contract, or that is a defaulter, as surety or otherwise, upon any obligation to said City or had failed to perform faithfully any previous contract with the City. Where an installation or assembly 18 to be performed by a Subcontractor, the bidder must name the Subcontractor and the City reserves the right to determine whether the named Subcontractor is fit and capable to perform the required work.

10.4.1 BIDDER LICENSE

All bidders must be completely licensed under the Federal, State, and Local Laws & Regulation requirements to conduct and perform the requirements of this contract.

10.5 BIDS BINDING 60 DAYS

Unless otherwise specified all formal bids submitted shall be binding for sixty (60) calendar days following bid-opening date.

10.6 BONDS- None 10.6.1 All bidders are required to submit with their proposal a Bid Bond issued by a surety licensed

in Virginia in the amount of five percent (5%) of the bid total. 10.6.2 The Contractor shall be required to provide approved Performance and Labor C Material

Bonds equivalent to the first year’s contract amount. 10.7 CLEANUP

10.7.1 The Contractor at all times shall keep the premises free from accumulation of waste materials or rubbish caused by his operations. At the completion of any work, he shall remove all his waste materials and rubbish from and about the project as well as all his tools, equipment, machinery and surplus materials.

10.7.2 If the Contractor falls to clean up at the completion of the work, the City may do so and the

cost thereof shall be charged to the Contractor. 10.8 CONTROL OF WORK

10.8.1 On all questions relating to quantities, the acceptability of materials, equipment, or work, and the interpretation of the contract document, the decision of the Contract Manager i.e.; final and binding, and shall be precedent to any payment under the contract.

10.8.2 Neither the final certificate or payment nor any provision in the contract documents, nor

partial or entire occupancy of the premises by the City, shall constitute an acceptance of work not done in accordance with the contract documents or relieve the Contractor of liability in respect to any express warranties or responsibility for faulty materials or workmanship. The Contractor shall remedy any defects in the work and pay for any damage to other work resulting thereof, which shall appear within a period of one year from the date of final acceptance of work unless a longer period is specified. The City will give notice of observed defects with reasonable promptness.

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10.8.3 Standards: All work shall be performed accordingly to all federal, state and local codes and requirements, as well as the standards of the following agencies, whichever is more stringent: - current edition.

Uniform Statewide Building Code (USBC) American National Standards Institute (ANSI) American Society of Mechanical Engineers (ASME) American Society of Testing Materials (ASTM) Building Officials and Code Administrators (BOCA) Environmental Protection Agency (EPA) Sheet Metal and Air Conditioning Contractors National Association (SMACNA) Occupational Health & Safety Administration 10.9 DEFECTIVE OR DAMAGED WORK

Any defective or damaged work found to exist shall be promptly corrected or removed and replaced with non-defective work by the Contractor at no expense to the City. Upon failure of the Contractor to correct the deficiency within a reasonable time, the City may correct same and deduct the costs from any monies due the Contractor.

10.10 EQUAL EMPLOYMENT During the performance of this contract, the Contractor agrees as follows: 10.10.1 The Contractor will not discriminate against any employee or applicant for employment

because of race, religion, color, {sex or national origin, except where religion, sex or national origin is a bona fide occupational qualification reasonably necessary to the normal operation of the Contractor. The Contractor agrees to post in conspicuous places, available to employees and applicants for employment, notices setting forth the provisions for this nondiscrimination clause.

10.10.2 The Contractor, in all solicitations or advertisements for employees placed by or on behalf of

the Contractor, will state that such Contractor is an equal opportunity employer.

10.10.3 Notices, advertisements and solicitations placed in accordance with Federal law, rule or regulation shall be deemed Sufficient for the purpose of meeting the requirements of this Section.

10.10.4 The Contractor will include the provisions of the foregoing paragraphs in every Subcontract

or purchase order over $10,000 that the provisions will be binding upon each Subcontractor or vendor.

10.11 GUARANTY

10.11.1 The Contractor shall guarantee that all the materials used and all the work done under the contract shall fully comply with the requirements of the contract document and the instructions of the City.

10.11.2 All expenses covering return or replacement of defective or improper merchandise will be assumed by the Contractor. In no instance shall the Contractor refer the City to any distributor or manufacturer for settlement of any claim arising from defective or improper merchandise. If the Contractor shall fail to replace or repair any defective or improper merchandise within the time allowed by the contract manager, the City may make the necessary corrective arrangements and charge the cost to money due the Contractor or bill the Contractor. The Contractor agrees to reimburse the City in such instance. Samples of any warranties which will apply to the goods being offered for sale shall be included as part of the bid.

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10.11.3 Any defects in the completed work or failure of the construction to fully perform or endure the service for which it is intended, which in the opinion of the Contract Manager are caused by or due to the use of materials, skill or workmanship not in compliance with the said contract document and contract manager’s instruction, that may appear in the work within a period of twelve (12) months after acceptance by the City shall be regarded as prima facie and conclusive evidence that the Contractor has failed to comply with the said contract document and contract manager’s instruction. The Contractor in this event, shall at his own expense, at such time and in such manner as the contract manager may direct, repair or take up and reconstruct any such defective work, in full compliance with the contract document and contract manager’s instruction. The repairs required to be made by the Contractor shall extend only to making good and inherent defects which become manifested in the materials and workmanship under ordinary conditions, and shall not be held to cover any breakage or damage caused by improper use or by accident resulting from Circumstances over Which the Contractor has no control.

10.12 INDEMNIFICATION

10.12.1 The Contractor shall indemnify, keep and save harmless the City, its agents, officials and employees, against all injuries, deaths, loss, damages, claims, patent claims, suits, liabilities, judgments, costs and expenses, which meet in anywise accrue against the City or its agents, officials and employees in consequence of the granting of this contract or which may in anywise result thereof, whether or not it shall be alleged or determined that the act was caused through negligence or omission of the Contractor or his employees, or of the subcontractor or his employees, if any, and the Contractor shall, at his own expense, appear, defend and pay all charges of attorneys and other expenses arising thereof or incurred in connection therewith, and, if any judgment shall be rendered against the City and/or any agent, official or employee of the City in any such notion, the Contractor shall, at his own expense, satisfy and discharge the same. The Contractor expressly understands end agrees that any performance bond or insurance protection required by this contract, or otherwise provided by the Contractor, shall in no way limit the responsibility to indemnify, keep and save harmless and defend the City, its agents, officials, and employees as herein provided.

10.12.2 The Contractor shall assume all risks and responsibilities for casualties of every description in connection with the work, except that he shall not be held liable or responsible for delays or damage to the work caused by acts of God, acts of public enemy, acts of government, quarantine restrictions, general strikes through the trade, or by freight embargoes not caused or participated in by the Contractor. The Contractor shall have charge and control of the entire work until completion and acceptance of the same by the City.

10.12.3 The Contractor shall alone be liable and responsible for, and shall pay, any and all loss or damage sustained by any person or party either during the performance or subsequent to the completion of the work under this agreement, by reason of injuries to persons and damage to property, buildings and adjacent work, that may occur either during the performance of the work covered by thing contract or that may be sustained as a result of or in consequence thereof, irrespective of whether or not such injury or damage be due to negligence or the inherent nature of the work.

10.12.4 The Contractor shall bear all losses resulting from the amount or character of the work being different, or because the nature of the premises on which the work is done is different from what was expected, or on account of the weather, or similar other causes.

10.13 INSURANCE

The Contractor shall not commence work under this contract until he has obtained all the insurance required hereunder and each insurance has been approved by the City; nor shall the Contractor allow any Subcontractor to commence work on his subcontract until all similar

16 2017

insurance has been so obtained and approved. Approval of the insurance by the City shall not relieve or decrease the liability of the Contractor hereunder.

10.13.1 Worker’s Compensation including Occupational Disease and Employers Liability Insurance: The Contractor shall take out and maintain during the life of this contract Workers’ Compensation and Employers Liability Insurance for all of his employees to be engaged in work on the Project under this Contract in an amount no less than the minimum allowed by the state Corporation Commission, and in case any such work is sublet, the Contractor shall require the Subcontractor similarly to provide Workers‘ Compensation and Employer’s Liability Insurance for all of the latter’s employees to be engaged in such work.

10.13.2 Comprehensive General Liability Insurance:

The Contractor shall maintain during the life of this contract comprehensive general liability insurance as shall protect him and the City of Danville and its officers, agents and employees from claims for damages for personal injury, including death, as well as from claims for property damage, which may arise from operations under this contract, whether such operations be by himself or by any Subcontractor, or by anyone directly or indirectly employed by either of them. The amount of such insurance shall be not less than a combination single limit of $1,000,000.00 per occurrence on bodily injury and property damage and $1,000,000.00 aggregate on completed operations. The comprehensive general liability insurance shall provide the following coverages:

a. Comprehensive b. Premises-Operation c. Products/Completed Operations Hazard d. Contractual Insurance e. Independent Contractor and Subcontractor f. Broad Form Property Damage g. Personal Injury

10.13.3 Automobile liability insurance with minimum combined single limits of $1,000,000 per occurrence. This insurance shall include bodily injury and property damage for the following vehicles:

a. Owned vehicles b. Non-owned Vehicles c. Hired Vehicles

10.13.4 Umbrella Policy: At the option of the Contractor, primary limits may be less than required, with an umbrella policy providing the additional limits needed. This form of insurance will be acceptable provided that the primary and umbrella policies both provide the insurance coverage herein required. However, any such umbrella policy must have minimum coverage limits of $3,000,000.

10.13.5 All policies shall name the City of Danville, its officers, agents, and employees as additional insurers. This coverage shall be reflected on the Certificates of Insurance, which will be provided to the City along with any endorsements or riders thereto. Each Certificate of Insurance shall require that notice be given thirty (30) days prior to cancellation or material change in the policies to the Director of Purchasing.

10.13.6 The insurance required by this Article shall include Contractual Liability Insurance applicable to the Contractor’s obligations under 9. 11.

10.14 INTERPRETATION

10.14.1 If any person contemplating the submission of a bid on this invitation is in doubt as to the true meaning of any part of the Invitation For Bid or other document, he should submit a written request for an interpretation thereof to the Director of Purchasing. An interpretation of

17 2017

the bid invitation document will be made only by written addendum issued to each potential bidder. THE CITY WILL NOT BE RESPONSIBLE FOR EXPLANATIONS OR INTERPRETATIONS OF BID INVITATION ACCENTS EXCEPT AS ISSUED IN ACCORDANCE HEREWITH.

10.14.2 All notices, demands, requests, instructions, approvals, proposals and claims must be in writing.

10.15 NOVATION

The Contractor shall not assign or transfer, whether by as Assignment or Notation, any of its rights, duties, benefits, obligations, liabilities or responsibilities under this Contract without the written consent of the City; provided, however, that assignments to banks, trust companies or other financial institutions for the purpose of securing bond may be made without the consent of the City. Assignment or Notation of this Contract shall not be valid unless the Assignment or Notation expressly provides that the assignment of any of the Contractor‘s rights or benefits under the Contract is subject to a prior lien for labor performed, services rendered and materials, tools and equipment supplied for the performance of the work under this Contract in favor of all persons, firms or corporations rendering Such labor or services or supplying such materials, tools, and equipment.

10.16 OBSERVANCE OF LAWS

The Contractor at all times shall observe and comply with all Federal, State and City laws, bylaws, ordinances and regulations in any manner of affecting the conduct of the work or applying to employees on the project, as well as all orders or decrees which have been promulgated or enacted, by any legal bodies or tribunals having authority or jurisdiction over the work, materials, employees or contract.

10.17 PERFORMANCE

In case of default by the Contractor, the City may procure the commodity or services from other sources and hold the Contractor responsible for any excess costs occasioned thereby.

10.18 DEBITS

The Contractor shall, at his own expense, secure any business or professional licenses, permits or fees required by the City of Danville, Commonwealth of Virginia, and other governing agencies.

10.19 REMUNERATION

Annual payment shall be divided into twelve (12) equal monthly payments. The Contractor shall each month submit to the City a statement for the proportionate part of the total services required for the project which are rendered, provided and completed by the Contractor during the preceding calendar month and for any additional services, and expenses related thereto, rendered during such calendar month, which statement the City shall pay within thirty (30) days after receipt thereof, otherwise the amount owing therefore shall be increased at the rate of l% per month from the due date until paid.

10.20 SUSPENSION OF WORK

The work may be suspended by the Contract Manager when deemed in the best interest of the City.

18 2017

10.21 TERMINATION

If the Contractor fails to begin the work under this contract within the time specified, or fails to perform the work with sufficient workmen and equipment or with sufficient materials to insure the completion of said work within the specified time, or shall perform the work in an unsatisfactory manner, or shall neglect or refuse to remove materials or perform anew such work as shall be reflected as defective or unsuitable, or shall discontinue the prosecution of the work, or if the Contractor shall become insolvent or be declared bankrupt, or shall commit any act of bankruptcy or insolvency, or shall make an assignment for the benefit of creditors, or from any other cause whatsoever shall not carry on the work in an acceptable manner, the City shall give notice in writing to the Contractor and his Surety of such failure, delay, neglect, refusal, or default, specifying the same, and if the Contractor, within a period of seven days after such notice, shall not proceed in accordance therewith, then the Contract Manager acting for and on behalf of the City shall, upon receipt of a written certificate from the Contract Manager of the fact of such failure, delay, neglect, refusal, or default and of the failure of the Contractor to comply with such notice, have full power and authority to declare the forfeiture of this contract, and to forfeit the rights of the Contractor in this contract, and the Contract Manager at his option may call upon the surety to complete the work in accordance with the terms of this contract or may have the City take over the work, including any or all materials and equipment on the ground as may be suitable and acceptable to the City and may complete the work by or on its own employees, or may enter into a new contract for the completion of the work, or may use such other methods as in the opinion of the Contract Manager shall be required for the completion of the work in an acceptable manner. All costs and charges incurred by the City, together with the cost of completing the work, shall be deducted from any moneys due or which may become due on this contract.

In case the expense so incurred by the City shall be less than the sum which would have been payable under this contract if it had been completed by the Contractor and had not been forfeited by the City, then the Contractor shall be entitled to receive the difference, subject to any claims or liens thereon which may have been filed with the City or any prior assignment filed with it. In case such expense shall exceed the sum which would have been payable under this contract, the Contractor and the surety shall be liable and shall pay to the City the amount of such excess.

10.22 WORK CHANGES

10.22.1 The City without invalidating the contract, may order changes in the work within the general scope of the Contract consisting of additions, deletions or other revisions, providing the total amount added or eliminated does not exceed twenty-five (25) percent of the total contract price, or Fifty Thousand Dollars ($50,000), whichever is greater. All such changes in the work shall be authorized by change order, and shall be executed under the applicable conditions of the contract documents.

10.22.2 The cost or credit to the City resulting from a change in the work shall be determined by prices subsequently agreed upon or by mutual acceptance of a lump sum properly itemized.

11.0 ADDITIONAL CONTRACT CLAUSES REQUIRED BY THE VIRGINIA PUBLIC PROCUREMENT ACT

11.1 Contractor does not, and shall not during the performance of the contract for goods and services in the Commonwealth knowingly employ an unauthorized alien as defined in the Federal Immigration Reform and Control Act of 1986.

a. The City of Danville does not discriminate against faith-based organizations.

19 2017

11.3 Payments to Subcontractors:

1. The contractor to take one of the two following actions within seven days after receipt of amounts paid to the contractor by the state agency or local government for work performed by the subcontractor under that contract:

a) Pay the subcontractor for the Proportionate share of the total payment received from the agency attributable to the work performed by the subcontractor under that contract; or

b) Notify the agency and subcontractor, in writing, of his intention to withhold all or a part of the subcontractor’s payment with the reason for nonpayment.

c) Individual contractors must provide their social security numbers and (ii) proprietorships, partnerships, and corporations to provide their federal employer identification numbers.

d) Contractor must pay interest to the subcontractor on all amounts owed by the contractor that remain unpaid after seven days following receipt by the contractor of payment from the state agency or agency of local government for work performed by the subcontractor under that contract except for amounts withheld as allowed in subdivision 1.

e) Unless otherwise provided under the terms of this contract, interest shall accrue at the rate of one percent per month.

Contractor must include in each of its subcontracts a provision requiring each subcontractor to include or otherwise be subject to the same payment and interest requirements with respect to each low-tier subcontractor.

A contractor’s obligation to pay an interest charge to a subcontractor pursuant to the payment clause in this section shall not be construed to be an obligation to the state agency or agency of local government. A contract modification shall not be made for the purpose for providing reimbursement for the interest charge. A cost reimbursement claim shall not include any amount for reimbursement for the interest charge.

– END OF SPECIFICATIONS –

20 2017

City of Danville

Bid Proposal - HVAC Service Contract The undersigned, as Bidder, hereby declares that he or he and his associates are the only person or persons interested in the proposal as principal or principals; that this proposal is made without connection with any other person, company or parties making a bid or proposal; and that it is in all respects fair and in good faith without collusion or fraud. The Bidder further declares that he has examined the site of the work and informed himself fully in regard to all conditions pertaining to the place where the work is to be done; that he has examined the specifications for the work and contractual documents relative thereto, and has read all special provisions furnished prior to the bid opening; that he has satisfied himself relative to the work to be performed, and materials and equipment to be furnished. The Bidder proposes and agrees, if this proposal is accepted, to contract with the City of Danville, Virginia in the form of contract specified, to furnish all necessary materials, equipment, machinery, tools, apparatus, means of transportation, and labor necessary to perform in full and complete the requirements of the specifications and contract documents, to the full and entire satisfaction of the City of Danville, Virginia with definite understanding that no money will be allowed for extra work except as set forth in the attached General Conditions and Contract Documents, for the unit and/or lump sum prices set opposite the several items that follow: * optional * optional * optional

Location

1st Year 7/1/17 – 6/30/18

2nd Year 7/1/18 – 6/30/19

3rd Year 7/1/19 – 6/30/20

4th Year 7/1/20 – 6/30/21

5th Year 7/1/21 – 6/30/22

6th Year 7/1/22 – 6/30/23

7th Year 7/1/23 – 6/30/24

8th Year 7/1/24 – 6/30/25

TOTAL

1 Squire Armory

2 Health Dept

3 Public Library

4 Adult Detention (Prison Farm)

5 Financial Center

6 Mass Transit

7 Green St. Police

8 Social Service

9 Danville Transfer Center

10 DDMP Bldgs.

11 Pepsi Bldg

12 Electoral Office

21 2017

* optional * optional * optional

Location

1st Year 7/1/17 – 6/30/18

2nd Year 7/1/18 – 6/30/19

3rd Year 7/1/19 – 6/30/20

4th Year 7/1/20 – 6/30/21

5th Year 7/1/21 – 6/30/22

6th Year 7/1/22 – 6/30/23

7th Year 7/1/23– 6/30/24

8th Year 7/1/24 – 6/30/25

TOTAL

13 Alkaline Stabilization

14 Carrington Pavilion

15 CO Building

16 Science Center

17 Utilities Building

18 Welcome Center

TOTAL

List your labor charges for repairs to City equipment not included in the contract (hourly rate inclusive of all tools, travel time, insurance, overhead, etc.). This hourly rate shall increase a maximum of ___2___% per year at the beginning of the contract renewal date: Regular Business Hours Off Hours One Master Tech. $ /Hr. $ /Hr. Two Master Tech. $ /Hr. $ /Hr. Three Master Tech. $ /Hr. $ /Hr. Any Certified Tech Thereafter $ /Hr. $ /Hr. It is understood and agreed that the City, in protecting its best interest, reserves the right to reject any or all bids or waive any defects in favor of the City. Any changes, erasures, deletions in the unit prices above, modifications in the bid form, or alternate proposals not specified in the bid proposal shall make the proposal irregular and subject to rejection. Enclosed herewith is the following security, offered as evidence that the undersigned will enter into agreement for the execution and completion of the work in accordance with the drawings and specifications. The undersigned further agrees that in case of failure on his part to execute the said agreement within the ten consecutive calendar days after written notice being given on the award of the contract, the monies payable by the Securities accompanying this bid shall be paid to the City of Danville, Virginia, as liquidated damages for such failure; otherwise the Securities accompanying this bid shall be returned to the undersigned. This bid is subject to acceptance within a period of 60 days from this date. The undersigned Bidder acknowledges receipt of the following Addenda, which have been considered in preparation of this Bid: No. Dated No. . Dated

22 2017

No. Dated Contractor (Firm): Address: Telephone: Authorized Signature: Signature (Printed): Date:

CONTRACTORS QUALIFICATION STATEMENT

NAME: ADDRESS: TELEPHONE: DATE:

EXPLANATORY Before any bids are deemed to be properly submitted to the City of Danville, Virginia, it will be required that each and every question herein contained be answered, giving specific, definite and detailed information. An answer must not be evasive, indefinite or general. Qualifications of Bidders: After the bid opening, the City of Danville may make such investigation as it deems necessary to determine the ability of the bidders to perform the work, and the bidders shall furnish to the City of Danville all such information and data for this purpose the City may request. The City of Danville reserves the right to reject any bid if the evidence submitted by, or investigation of, such bidder fails to satisfy the City that such bidder is properly qualified and responsible to carry out the obligations of the contract and to complete the work contemplated therein. If the space provided in this form to answer any question is not large enough, the Contractor shall add additional sheets or space. 1. How many years has your organization been involved in business as a HVAC Maintenance & Repair Contractor under your present name? 2. Have you ever failed to complete any work awarded to you? If so when, where and why? 3. Has any officer or partner of your organization ever failed to complete a contract handled in his own name? If so, where and why? a. Has any officer or partner of your organization been in business under any other corporate organization

or partnership, which failed to complete a contract? If so, when, where and why?

23 2017

4. Have liens or lawsuits of any kind been filed against any of your contracts? Give full details. 5. If a corporation, state: a. Date when organized:

b. Under the laws of what State organized:

6. not used 7. List all contracts which you are now performing, or for which you have signed contracts but not started work within the Commonwealth of Virginia.

Customer Name Address Phone # Contact Person

8. List the names of businesses with whom you previously had service contracts or a service relationship, but currently do not. Provide reason for termination. CUSTOMER NAME ADDRESS PHONE # CONTACT PERSON Why terminated? CUSTOMER NAME ADDRESS PHONE # CONTACT PERSON Why terminated? CUSTOMER NAME ADDRESS PHONE # CONTACT PERSON Why terminated? 9. List the names of qualified personnel you propose to use to perform this contract. They must reside within a thirty (30) mile radius of Danville and agree to a police records check and drug testing in accordance with

24 2017

the City’s Personnel Regulations. All personnel performing will be required to abide by and comply with City policy and procedures. TECHNICIAN’S NAME Certification # Qualifications (Training, Experience, etc.)

TECHNICAL SUPERVISORS:

ENGINEERS:

AUTOMATED SYSTEMS SUPPORT PERSONS:

10. List the support services you will use when deemed appropriate. a. OIL ANALYSIS LAB Address: Telephone No: Personal Contact: b. EDDY CURRENT TUBE ANALYSIS COMPANY Address: Telephone No: Personal Contact: c. MOTOR REWIND/REPAIR SERVICE Address:

25 2017

Telephone No: Personal Contact: d. RECIPROCATING COMPRESSOR REMANUFACTURING SERVICE Address: Telephone No: Personal Contact: e. WATER TREATMENT PLANT Address: Telephone No: Personal Contact: f. BUILDING AUTOMATED SYSTEM DESIGN Address: Telephone No: Personal Contact:

26 2017

BUILDING SERVICES AGREEMENT

CUSTOMER

CITY OF DANVILLE

SITE EQUIPMENT REPORTS

EXHIBIT #1-B

SCOPE OF COVERAGE

2017

TABLE OF CONTENTS #1 Squire Armory page 3-4

27 2017

#2 Danville Health Dept. page 5-6

#3 Public Library page 7-8

#4 Adult Detention Home page 9-10

#5 Financial Service Center page 11

#6 Mass Transit Facility page 12-14

#7 Green Street Police Station page 15

#8 Social Services Building page 16-17

#9 Danville Transfer Center page 18

#10 Dan Daniel Memorial Park Buildings page 19

#11 Pepsi Building page 20

#12 Electoral Board Office page 21

#13 Alkaline Stabilization page 22

#14 Carrington Pavilion page 23

#15 CO Building page 24-25

#16 Science Center page 26-28

#17 Utilities Building page 29-30

#18 Welcome Center page 31

28 2017

SCOPE OF COVERAGE

Equipment/Service Schedule

#1 Page 1 of 2 LOCATION: SQUIRE ARMORY 3194 North Main Street, Danville, VA ACCOUNT# : 01-250-06-52225

SCHEDULED SERVICES PERFORMED

QTY

DESCRIPTION

MODEL #

SERIAL#

SOW

J

F

M

A

M

J

J

A

S

O

N

D

1

TRANE Climate Changer

M31

K0J187422

18 SO SO SO SO SO SO SO SO SO SO SO SO

1

CURTIS Air Compressor

OFC253B-150

36914

23D O A O O O O O O O O O O

1

TRANE Air Cooled Process Chiller

CG30E

LOL618357

A O O O O O

1

TRANE Air Cooled Condenser

CA4008

861-59A

12A

A

O

O

O

O

O

1

TRANE Air Cooled Condenser

RA5003A

621635COG11109

16

A

O

O

O

O

O

1

TRANE Condensing Unit-Child Care

TTR030C100A3

M404YC4BF

16

O

S

O

S

1

TRANE AHU

16

O

S

O

O

1

B & G Pump-Office /Fan Coil-3HP

N/A

MMA00N0315B

22

SA

SA

1

B & G Pump-Hot Water System-1 HP

N/A

MMT1098HK

22 SA

SA

A-Annual Maintenance SA - Semi-Annual Maintenance Service Agreement #:______________________________

O - Operating Inspection SO - Semi-Monthly Customer Contact:______________________________

S- Seasonal Start-Up S7 - Section #7 Lead Technician:______________________________

29 2017

SCOPE OF COVERAGE


#1 Page 2 of 2 LOCATION: SQUIRE ARMORY 3194 North Main Street, Danville, VA ACCOUNT# : 01-250-06-52225

SCHEDULED SERVICES PERFORMED QTY

DESCRIPTION

MODEL #

SERIAL#

SOW

J

F

M

A

M

J

J

A

S

O

N

D

ALL

Fan Coil Units (18+)

N/A

N/A

18F

A

1

Fulton Boiler

PHW1000

116510

25W

SO

SO

SO

SO

SO

SO

SO

SO

SO

SO

SO

SO

1

Fulton Boiler

PHW1000

116511

25W

SO

SO

SO

SO

SO

SO

SO

SO

SO

SO

SO

SO

1

ICP Outdoor Unit

N4H318AKF100

E134407690

16

O

S

O

S

1

ICP Outdoor Unit

16

O

S

O

S

A-Annual Maintenance SA - Semi-Annual Maintenance

Service Agreement #:______________________________ O - Operating Inspection SO - Semi-Monthly

Customer Contact:______________________________ S- Seasonal Start-Up S7 - Section #7

Lead Technician:______________________________

SCOPE OF COVERAGE Equipment/Service Schedule

30 2017

#2 Page 1 of 2 LOCATION: HEALTH DEPARTMENT 326 Taylor Drive, Danville, VA ACCOUNT# : 01-250-04-52225


QTY

DESCRIPTION

MODEL #

SERIAL#

SOW

J

F

M

A

M

J

J

A

S

O

N

D

1

Trane Air Handler-Basement Equip. Rm

M50

K78B30790

18

A

SO

SO

SO

SO

SO

SO

SO

SO

SO

SO

SO

1

Trane Return Air Fan

Q36B92HC

L78A09965

18A

A

SO

SO

SO

SO

SO

SO

SO

SO

SO

SO

SO

1

Quincy Air Compressor

QC020BB5X3

AT 400 6215

23D

A

O

O

O

O

O

O

O

O

O

O

O

1

Barber/Coleman Air Compressor-

BUBN-5044

475

23D

A

O

O

O

O

O

O

O

O

O

O

O

1

Speed Aire Air Dryer

3Z530B

03171019706309G

23D

A

O

O

O

O

O

O

O

O

O

O

O

1

Reimers Electric Boiler-Basement Equip.Rm

R100

17438

25E

A

O

O

O

O

O

O

O

O

O

O

O

1

B & G Solar Heating System-Upstairs Pump

14T688/172519

LL494156

22

O

O

A

O

O

O

O

O

O

O

O

O

1

Trane Condenser Unit

RAUCC804BG102F

J98B80514

16

A

O

O

O

O

O

O

1

B & G Pump-3/4HP-3rd Floor

M80039L89

NA

22

O

A

1

B & G Hot Water Pump-Basement Equip. Rm

10#1724 43

1833927

22

O

A

1

B & G Pump-Basement

M80039M39

NA

22

O

A

1

B & G Pump-Basement

118844

22

O

A

A-Annual Maintenance SA - Semi-Annual Maintenance S7 - Section #7

Service Agreement #:______________________________ O - Operating Inspection SO - Semi-Monthly S- Seasonal Start-

Up Customer Contact:______________________________ Lead Technician:______________________________

31 2017

SCOPE OF COVERAGE


#2 Page 2 of 2 LOCATION: HEALTH DEPARTMENT 326 Taylor Drive, Danville, VA ACCOUNT# : 01-250-04-52225


QTY

DESCRIPTION

MODEL #

SERIAL#

SOW

J

F

M

A

M

J

J

A

S

O

N

D

38

Trane Fan Powered Variable Air Volume Boxes

29R

SA

SA

1

Lochnivar

BWX1-1206-014

25W

A

O

O

O

O

O

O

O

O

O

O

O

2

Eaton VFD

CHD-HMX H-MAX

32

O

O




Lead Technician:______________________________

SCOPE OF COVERAGE


32 2017

#3 Page 1 of 2 LOCATION: PUBLIC LIBRARY 511 Patton Street, Danvile, VA ACCOUNT# : 01-322-21-52225


DESCRIPTION

MODEL #

SERIAL#

SOW

J

F

M

A

M

J

J

A

S

O

N

D

1

Trane Performance Climate Changer -AHU 1

CSAA006UAC00

K11A02260

18

O

O

O

O

O

O

O

O

O

O

O

O

1

Trane Performance Climate Changer -AHU 2

CSAA035UAC00

K11A02240

18

O

O

O

O

O

O

O

O

O

O

O

O

1

Carrier Screw Chiller

30HXA086R-661KA

1109Q17389

12A

O

O

A

O

O

O

O

O

O

O

O

O

1

Taco Chill Water Pump CWP-2

F12507Ef2AJLLQA

Not Listed

22

O

O

O

O

O

O

O

O

O

O

O

O

1

Nortec Humidifier EDH - 1

NHTC.030

2089489

26

O

O

O

O

O

O

O

O

O

O

O

O

1

Nortec Humidifier EDH - 2

NHTC.100

2089494

26

O

O

O

O

O

O

O

O

O

O

O

O

1

B & G Chilled Water Pump

3AB6-3/8

660136

22

O

O

O

O

O

O

O

O

O

O

O

O

1

Trane SC Controls

31SR

SA

26

VAV Terminal Unit

29R

S

S

Water Treatment

20

AS7

SA

1

Carrier-Air Cooled Condenser

09DK-084-601

1109Q27873

16

A

O

O

O

O

O

O

1

Carrier-Air Cooled Condenser

164-RBC

6995

16

A

O

O

O

O

O

O




SCOPE OF COVERAGE


#3 Page 2 of 2 LOCATION: PUBLIC LIBRARY 511 Patton Street, Danvile, VA

33 2017

ACCOUNT# : 01-322-01-522225


DESCRIPTION

MODEL #

SERIAL#

SOW

J

F

M

A

M

J

J

A

S

O

N

D

1

Baldor-Reliancer Chilled Water Pump

M3218T

36B10T181H1

22

A

S

A

S




SCOPE OF COVERAGE


#4 Page 1 of 2 LOCATION: ADULT DETENTION HOME 1000 South Boston Rd, Danville, VA ACCOUNT# : 01-217-01-52225

34 2017


DESCRIPTION

MODEL #

SERIAL#

SOW

J

F

M

A

M

J

J

A

S

O

N

D

2

Copeland Compressors (Freezer)

LEH-629

N/A

23D

O

A

O

O

O

O

1

Bohn Evaporator (Freezer)

LET160BJ

D99C05155

17D

O

A

O

O

O

O

1

Copeland Compressor (Refrigerator)

V3AH010HCAV020

N/A

23D

O

A

O

O

O

O

1


C2AM01001AC002

N/A

23D

O

A

O

O

O

O

1


KATA015TAC800

97B79707

23D

O

A

O

O

O

O

1

McQuay/Perfey Evaporator (Refrigerator)

RLC1008

4FG4228503

21E

O

A

O

O

O

O

1

Larkin Evaporator (Refrigerator)

ACP684AJ

D96M01112

21E

O

A

O

O

O

O

1

Larkin Evaporator (Refrigerator)

H768

194B10

21E

O

A

O

O

O

O

1

Armstrong Heating System Pump

1.5x1.5x8 4380

N/A

22

A

O

O

O

1

Lochinvar Domestic Water Boiler

CFN501PM

C08H00207010

25W

O

O

O

O

O

O

O

O

O

O

O

O

1

Armstrong Water Pump

816027-002

N/A

22

A

O

O

O

1

Lochinvar Domestic Water Boiler

CFN501PM

D08H00208234

25W

O

O

O

O

O

O

O

O

O

O

O

O




SCOPE OF COVERAGE


#4 2 of 2 LOCATION: ADULT DETENTION HOME 1000 South Boston Rd, Danville, VA ACCOUNT# : 01-217-01-52225

35 2017


DESCRIPTION

MODEL #

SERIAL#

SOW

J

F

M

A

M

J

J

A

S

O

N

D

1

Lochinvar Heating Boiler

KBN286

K11H10201694

25W

O

O

O

O

O

O

O

O

O

O

O

O

1

Lochinvar Heating Boiler

KBN286

J11H10201663

25W

O

O

O

O

O

O

O

O

O

O

O

O

1

Grundfos Hot Water Pump

B2HWP

N/A

22

A

O

O

O

1

Grundfos Hot Water pump

B1HWP

N/A

22

A

O

O

O

1

Scotsman Prodigy Ice Maker

C1448MA-3B

10101320013229

N/A




SCOPE OF COVERAGE


#5 Page 1 of 1 LOCATION: FINANCIAL SERVICE CENTER 311 Memorial Drive ACCOUNT# : 01-250-05-52225


36 2017

QTY

DESCRIPTION

MODEL #

SERIAL#

SOW

J

F

M

A

M

J

J

A

S

O

N

D

1

Carrier Package Unit with Electric Heat

50HJQ007-521HV

3305G40587

16

O

O

S

O

O

O

O

O

O

S

O

O

1

Carrier Package Unit with Electric Heat

50HJQ007-M21HV

3305G40588

16

O

O

S

O

O

O

O

O

O

S

O

O

1

Singer Thru-The-Wall Unit - Teller Office

EK11H5L

121440023

16W

O

O

A

O

O

O

O

O

O

O

O

O

1

Trane Thru-The-Wall Unit - Board Room

PTEC1501GAA

A96G00513

16W

O

O

A

O

O

O

O

O

O

O

O

O

1

Trane Odyssey

TWE120E300AB

13092KG8BA

16

O

O

S

O

O

O

O

O

O

S

O

O

1

Trane Odyssey

TTA120E300AA

13173SB1YA

16

O

O

S

O

O

O

O

O

O

S

O

O

1

LG-Thru-The-Wall Unit - Breakroom

LP153HD3A

002KAKM00525

16W

O

O

S

O

O

O

O

O

O

S

O

O

1

Rheem Roof Top Unit

RRCF-076CK

B5422BTCACG169800561

16

O

O

S

O

O

O

O

O

O

S

O

O

3

Ecobee WI-FI Thermostats

EB-Smartsi-01




SCOPE OF COVERAGE


#6 Page 1 of 3 LOCATION: MASS TRANSIT FACILITY 998 South Boston Rd, Danville, VA ACCOUNT# : 56-262-02-52225


37 2017

QTY

DESCRIPTION

MODEL #

SERIAL#

SOW

J

F

M

A

M

J

J

A

S

O

N

D

1

York CU-3

YCJD30S43S34

W1F0999255

16

O

O

O

S

O

O

O

O

O

S

O

O

1

York GF-3

TG8S060A12MP11A

W1C0673537

16

O

O

O

S

O

O

O

O

O

S

O

O

1

Mitsubishi HP-1

MXZ-3B30NA

01901264D

16

O

O

O

S

O

O

O

O

O

S

O

O

1

Mitsubishi HP Ductless - Office

MSZ-FE09NA

0000486

16

O

O

O

S

O

O

O

O

O

S

O

O

1

Mitsubishi HP - Safe Room

MSZ-FE09NA

00000241

16

O

O

O

S

O

O

O

O

O

S

O

O

1

Mitsubishi HP - Communications

MSZ-FE09NA

00000494

16

O

O

O

S

O

O

O

O

O

S

O

O

1

Mitsubishi HP-2 - Mr. Slim

MUZ-GEO9NA

0002692

16

O

O

O

S

O

O

O

O

O

S

O

O

1

Mitsubishi FC4 - Ductless

MSZ-GE09NA

0012056

16

O

O

O

S

O

O

O

O

O

S

O

O

1

Carrier

58STA110—14122

4410A14434

16

O

O

O

S

O

O

O

O

O

S

O

O

1

Carrier

3410E14097

24ABB348A510

16

O

O

O

S

O

O

O

O

O

S

O

O

1

York - GE-2

TG8S06A12MP11A

W1C0712085

16

O

O

O

S

O

O

O

O

O

S

O

O

1

York- GU-2

YCJD30S43S3A

W1F0999254

16

O

O

O

S

O

O

O

O

O

S

O

O




SCOPE OF COVERAGE


#6 Page 2 of 3 LOCATION: MASS TRANSIT FACILITY 998 South Boston Rd, Danville, VA ACCOUNT# : 56-262-02-52225


DESCRIPTION

MODEL #

SERIAL#

SOW

J

F

M

A

M

J

J

A

S

O

N

D

38 2017

1

York CU-1

YCJD30S43S3A

W1F0999259

16

O

O

O

S

O

O

O

O

O

S

O

O

1

York GU-1

TG8S060A12MT1A

W1A0519345

16

O

O

O

S

O

O

O

O

O

S

O

O

1

Re-Verber-Ray RRH-1

HL3-40-75N

1D09PRIL1123850003

180

A

1

Re-Verber-Ray IRH-2

HL3-40-75N

1009PRIL1123850007

180

A

1

Re-Verber-Ray IRH-3

HL3-40-75N

1009PRIL1123850018

180

A

1

Re-Verber-Ray IRH-4

HL3-40-75N

1009PRIL1123850009

180

A

1

Re-Verber-Ray IRH-5

HL3-40-75N

1009PRIL1123850010

180

A

1

Re-Verber-Ray IRH-6

HL3-40-75N

1009PRIL1123850011

180

A

1

Re-Verber-Ray IRH-7

HL3-40-75N

1009PRIL1123850023

180

A

1

Re-Verber-Ray IRH-8

HL3-40-75N

1009PRILL23850006

180

A

1

Re-Verber-Ray-IRH-9

HL3-40-75N

1009PRILL23850034

180

A

1

Re-Verber-Ray IRH-10

HL3-40-75N

1009PRILL23850012

180

A




SCOPE OF COVERAGE


#6 3 of 3 LOCATION: MASS TRANSIT FACILITY 998 South Boston Rd, Danville, VA ACCOUNT# : 56-262-02-52225


DESCRIPTION

MODEL #

SERIAL#

SOW

J

F

M

A

M

J

J

A

S

O

N

D

39 2017

1


HL3-40-75N

1009PRILL23850013

180

A

1


HL3-40-75N

1009PRILL23850004

180

A




SCOPE OF COVERAGE


#7 Page 1 of 1 LOCATION: GREEN STREET POLICE STATION 827 Green Street, Danville, VA ACCOUNT# : 01-250-01-52225


QTY

DESCRIPTION

MODEL #

SERIAL#

SOW

J

F

M

A

M

J

J

A

S

O

N

D

1

Trane Package Unit - Gas

YSC090A3RHA3A0

819102797L

16

O

SA

O

S

1

Ecobee Thermostat

A

O

40 2017




SCOPE OF COVERAGE


#8 Page 1 of 2 LOCATION: SOCIAL SERVICES BUILDING 510 Patton Street, Danville, VA ACCOUNT# : 01-289-21-52225


DESCRIPTION

MODEL #

SERIAL#

SOW

J

F

M

A

M

J

J

A

S

O

N

D

1

Magic Aire Air Handler - AHU-1 (1st Floor)

24-BVX-BVW

910521826

16

O

O

O

S

O

O

O

O

O

S

O

O

1

Magic Aire Air Handler - AHU-2 (Mezzanine)

48-BVX-BVW

910419978

16

O

O

O

S

O

O

O

O

O

S

O

O

1

Trane Air Handler - AHU 3 (1st Floor)

MCCA006MAB0A0B

K91G23853

16

O

O

O

S

O

O

O

O

O

S

O

O

1

Magic Aire Air Handler - AHU-4 (1st Floor)

24-BVW-BVXA

970395992

16

O

O

O

S

O

O

O

O

O

S

O

O

1

Trane Air Handler - AHU-5 (2nd Floor)

MCCA012CBB0A0AA

K91H27750

16

O

O

O

S

O

O

O

O

O

S

O

O

41 2017

1

Trane Air Handler - AHU-6 (3rd Floor)

MCCA014CBB0A0AA

K91H27753

16

O

O

O

S

O

O

O

O

O

S

O

O

1

Magic Aire Air Handler - AHU-7 (Basement)

24-BVX-BVXA

970395992

16

O

O

O

S

O

O

O

O

O

S

O

O

1

Johnson Air Compressor and Air Drier

AD-007-1-94

AO-007-1C4

23D

A

O

O

O

O

O

O

O

O

O

O

O

1

Trane Air Cooled Rotary Water Chiller

4XT01A300KMNBDF

U09C03731

12A

A

S

O

O

O

O

O

1

Johnson Pneumatic Temperature Controls

N/A

N/A

23P

A

O

O

O

1

Trane VAV Boxes with pneumatic controls

VCED

N/A

29R

S

S

1

Water Treatment System

N/A

N/A

20AS7

SA

SA




SCOPE OF COVERAGE


#8 Page 2 of 2 LOCATION: SOCIAL SERVICES BUILDING 510 Patton Street, Danville, VA ACCOUNT# : 01-289-01-52225


DESCRIPTION

MODEL #

SERIAL#

SOW

J

F

M

A

M

J

J

A

S

O

N

D

1

Trane Temperature Control Module

49500372

N/A

31S

SA

SA

1

Trane Temperature Control Module

49500356

N/A

31S

SA

SA

1

Taco Chill Water Pump

F22511E0205

524597

1

Trane Tracer Building Automation System

EMTF000AAB0210012

E93A00127

31SR

SA

SA

3

Eaton VFD

HVX 9000

32

O

O

42 2017




SCOPE OF COVERAGE


#9 Page 1 of 1 LOCATION: DANVILLE TRANSFER STATION 515 Spring Street, Danville, VA ACCOUNT# : 56-262-02-52225


DESCRIPTION

MODEL #

SERIAL#

SOW

J

F

M

A

M

J

J

A

S

O

N

D

1

LG Heat Pump

LSU181HSV3

402KAQJ00548

16

S

O

S

O

1

LG Heat Pump

LSN181HSV3

402KAAE00440

16

S

O

S

O

1

Heil Heat Pump Condensing Unit

H2H330GKA100

E072512230

16

O

O

O

O

1

Heil Air Handler

FSM2X3000A

A072974329

16

O

O

O

O

1

Heil Heat Pump Condensing Unit

H2H360GHA100

E072108542

16

O

O

O

O

1

Heil Air Handler

FSM2X6000A

A07298464

16

O

O

O

O

43 2017




SCOPE OF COVERAGE


#10 1 of 1 LOCATION: DAN DANIEL MEMORIAL PARK BUILDINGS 302 River Park Drive, Danville, VA ACCOUNT# : 01-250-06-52225


DESCRIPTION

MODEL #

SERIAL#

SOW

J

F

M

A

M

J

J

A

S

O

N

D

1

Loren - Return Air Fan - Braves Locker Room

N/A

N/A

18A

S

O

S

O

1

Loren - Return Air Fan - Visitor Locker Room

N/A

N/A

18A

S

O

S

O

1

Enviroment Fan Coil Unit - Upstairs Office

FHX12035AAA000B

1-93-A-0686-29

16

S

O

S

O

1

Enviroment Fan Coil Unit - Press Box

FHX12035AAA000B

1-93-A-0690-29

16

S

O

S

O

1

LG Heat Pump - Downstairs Office

LSU246HV

003KAYP00498

16

S

O

S

O

1

LG Ductless - Downstairs Office

LSN246HV

003KAQV00716

16

S

O

S

O

1

LG Thru the Wall Unit - Ticket Booth

AZ41E12DABW1

369916

16

S

O

S

O

1

Carrier Unit - Braves Locker Room

50TCD12A2A6A0A0A0

2111G10614

16

S

O

S

O

1

Carrier Unit - Visitor Locker Room

50TCQD08AZA6A0A0A0

3212G10087

16

S

O

S

O

44 2017

1

LG Heat Pump - Press Box

LSU36OHV

Not Readable

16

S

O

S

O

1

LG Ductless - Press Box

LSN360HV

106KARW00046

16

S

O

S

O

S

O

S

O




SCOPE OF COVERAGE


#11 Page 1 of 1 LOCATION: PEPSI BUILDING 661 Craghead Street, Danville, VA ACCOUNT# : 01-250-06-52225


DESCRIPTION

MODEL #

SERIAL#

SOW

J

F

M

A

M

J

J

A

S

O

N

D

1

Rudd Gas Furnace

UGDG12EARJR

DF5D307F2095

16

O

S

O

S

1

Rudd Gas Furnace

UGDG10EBRJR

F5D307F36952928

16

O

S

O

S

1

Rudd Condensing Unit

RAWD-100CAS

587-G20952931

16

O

S

O

S

1

Comfortmaker Condensing

CAC090HAB

L02356592

16

O

S

O

S

1

Ecobee Thermostat

Smart S1

216628852925

30A

O

O

45 2017




SCOPE OF COVERAGE


#7 Page 1 of 1 LOCATION: ELECTORAL BOARD OFFICE 515 Main Street. Danville, VA ACCOUNT# : 01-157-01-52225


DESCRIPTION

MODEL #

SERIAL#

SOW

J

F

M

A

M

J

J

A

S

O

N

D

1

TRANE Air Handler Unit

BCVB072

R97L45408

18

O

O

O

O

46 2017




SCOPE OF COVERAGE


#13 Page 1 of 1 LOCATION: ALKALINE STABILIZATION FACILITY 229 Northside Drive, Danville, VA ACCOUNT# : 51-409-03-52225


DESCRIPTION

MODEL #

SERIAL#

SOW

J

F

M

A

M

J

J

A

S

O

N

D

1

Loren Cook Fan (F-1) with Tridim Carbon Filter

165SQN

N/A

18

O

A

O

O

1

Trane Condensing Unit (CU-1)

TTA090A40S

N/A

18

O

A

O

O

1

Trane Cooling Coil

23UF

N/A

18

O

A

O

O

1

Warren Duct Heaters with / SCR Control

RP

N/A

18

O

A

O

O

1

Trane MP581 Controller with Display

N/A

N/A

31S

SA

SA

1

1

1

1



47 2017


Lead Technician:______________________________

SCOPE OF COVERAGE


#14 Page 1 of 1 LOCATION: CARRINGTON PAVILION 661 B Craghead Street, Danville, VA ACCOUNT# : 01-313-01-52225


DESCRIPTION

MODEL #

SERIAL#

SOW

J

F

M

A

M

J

J

A

S

O

N

D

1

Bryant Gas Furnace

340MAV048080

0502A13222

16

O

S

O

S

1

Bryant Gas Furnace

340MAV048080

3801A10081

16

O

S

O

S

1

Bryant Gas Furnace

340MAV036060

3901A11991

16

O

S

O

S

1

Bryant Gas Furnace

340MAV036060

3901A12001

16

O

S

O

S

1

Bryant Air Conditioning Unit

561CP036-B

3901E17316

16

A

O

1


561CP030-A

3301E25591

16

A

O

1


561CP030-A

3300E17530

16

A

O

1

Payne Air Conditioning Unit

PA13PR036

1211X82218

16

A

O

1

Ecobee Thermostat

Smart SI

221010757803

30

O

O

1

Ecobee Thermostat

Smart SI

29047457533

30

O

O

1

Ecobee Thermostat

Smart SI

220132535003

30

O

O



Customer Contact:______________________________

48 2017


SCOPE OF COVERAGE


#15 Page 1 of 2 LOCATION: CO BUILDING 295 Stinson Avenue, Danville, VA ACCOUNT# : 55-418-01-52225


DESCRIPTION

MODEL #

SERIAL#

SOW

J

F

M

A

M

J

J

A

S

O

N

D

1

EMI Heat Pump Systems with 7 Circuits Total (2 stage heat) to Include:

1

Condenser

MH4D9990AAA0A0F

1-02-M-1312-

16

S

S

1

Air Handling Unit

CHP12D311AA0A0A

1-02-M-1302-50

16

S

S

1

Air Handling Unit

CHP12D311AA0A0A

1-02-M-1306-50

16

S

S

1

Air Handling Unit

CHP12D311AA0A0A

1-02-M-1303-50

16

S

S

1

Condenser

MH4D9999AAAAOF

1-02-M-1313-

16

S

S

1

Air Handling Unit

CHP12D3HAA0A0A

1-02-M-1301-50

16

S

S

1

Air Handling Unit

CHP12D3HAA0A0A

1-02-M-1304-0

16

S

S

1

Air Handling Unit

CHP12D3HAA0A0A

1-02-M-1305-50

16

S

S

1

Air Handling Unit

CHP12D3HAA0A0A

1-02-M-1308-50

16

S

S

1

Trane

4TCC3030AZ000AB

17393JHW9H

16

S

S

1

LG Unit

LSU181HSV3

311KAKN00237

16

S

S



S- Seasonal Start-Up S7 - Section #7

49 2017

Lead Technician:______________________________

SCOPE OF COVERAGE


#15 Page 2 of 2 LOCATION: CO BUILDING 295 Stinson Avenue, Danville, VA ACCOUNT# : 55-418-01-52225


QTY

DESCRIPTION

MODEL #

SERIAL#

SOW

J

F

M

A

M

J

J

A

S

O

N

D

1

LG Unit

LSU181HSV3

311KAYR00586

16

S

S




Lead Technician:______________________________

50 2017

SCOPE OF COVERAGE


#16 1 of 3 LOCATION: SCIENCE CENTER 657 Craghead Street, Danville, VA ACCOUNT# : 01-250-18-52225


DESCRIPTION

MODEL#

SERIAL#

SOW

J

F

M

A

M

J

J

A

S

O

N

D

1

AHU-1 York Air Handler with York Supply Fan VFD & York Return Fan VFD

18

O

S

O

S

1

AHU-2 York Air Handler with York Supply Fan VFD & York Return Fan VFD

18

O

S

O

S

1

CH-1 Trane Air Cooled Chiller

12A

A

O

O

O

O

O

1

B-1 Gas Boiler

25W

O

O

O

A

O

O

1

B-2 Gas Boiler

25W

O

O

O

A

O

O

1

PHWP-1 Primary Hot Water Pump

22

SA

SA

1

PHWP-2 Primary Hot Water Pump

22

SA

SA

1

SHWP-1 Secondary Hot Water Pump with Variable Speed Drive

22

SA

SA

1

PCHWP-1 Primary Chilled Water Pump

22

SA

SA




SCOPE OF COVERAGE


51 2017

#16 Page 2 of 3 LOCATION: SCIENCE CENTER 657 Craghead Street, Danville, VA ACCOUNT# : 01-250-18-52225


QTY

DESCRIPTION

MODEL#

SERIAL#

SOW

J

F

M

A

M

J

J

A

S

O

N

D

1

SCHWP-1 Secondary Chilled Water Pump with Variable Speed Drive

22

SA

SA

1

DXAHU-1 Ductless Split System Air Handler

16

O

S

O

S

1

DXAHU-2 Ductless Split System Air Handler

16

O

S

O

S

1

CU-1 Ductless Split System Condensing Unit

16

O

S

O

S

1

CU-2 Ductless Split System Condensing Unit

16

O

S

O

S

1

TU-1-1 York Terminal Unit (All TU Units Inspected VIA Building Automation System)

18F

A

1

TU-1-2 Tyson Terminal Unit

18F

A

1


18F

A

1


18F

A

1


18F

A

1


18F

A

1


18F

A




SCOPE OF COVERAGE


#16 3 of 3

52 2017

LOCATION: SCIENCE CENTER 657 Craghead Street, Danville, VA ACCOUNT# : 01-250-18-52225


DESCRIPTION

MODEL #

SERIAL#

SOW

J

F

M

A

M

J

J

A

S

O

N

D

1


18F

A

1


18F

A

1


18F

A

1


18F

A

1


!8F

A

1


18F

A

1


18F

A

1

Johnson Control System & Desktop Workstation

30

SA

SA

1

Trane HP-2 - Dome

WSC0723RG0DH0E100010000C0000000000

132810179L

16

O

SA

O

S

1

Daikin - Rack Room

RKS30LVJu

E000544

16

S

O

S

O

1

Daikin - Duckless

FTXS30LVJU

E001003

16

S

O

S

O

1

Trane HP-1

WSC120RGA0GH0h0E1000001000

132810258L

16

O

SA

O

S




SCOPE OF COVERAGE


#17 Page 1 of 2 LOCATION: UTILITIES DEPT 1040 Monument Street, Danville,

53 2017

VA ACCOUNT# : 52-403-04-52225


QTY

DESCRIPTION

MODEL #

SERIAL#

SOW

J

F

M

A

M

J

J

A

S

O

N

D

1

Carrier RTU-1 - Water Meter Repair (104)

48HCEE08A2M5A0F0F0

2911G30622

16

O

S

O

S

1

Carrier RTU- 2 - Open Office (120)

48HCB06A2M5A0F0F

1911G10250

16

O

S

O

S

1

Carrier RTU -3 - Gas Control Manager (118)

48HCEB05A2M5A0F0F

1911G10255

16

O

S

O

S

1

Carrier RTU-4 - Corridor (115)

48HCDE08A2M50F0F

2111G40692

16

O

S

O

S

1

Carrier RTU -5- Operations & Dispatch (128)

48HCEB05AM5A0FOF

1911G10254

16

O

S

O

S

1

Carrier RTU-6 - Conference Room (131)

48HCB05A2M5A0F0F

1911G10253

16

O

S

O

S

1

Carrier RTU-7 - Open Office (143)

48HCDE08A2M5A0F0F

2111G40693

16

O

S

O

S

1

Carrier HP-1 Meter Calibration (204)

38AUQB08A0A0C0

1911G10031

16

O

S

O

S

1

Carrier AHU - 1 Meter Calibration (204)

40RUQA08A2A6A0A0

1811U17268

16

O

S

O

S

1

Carrier HP-2 - Support Services Director (221)

38AUQB08A0M5A0A0C0

1911G10032

16

O

S

O

S




SCOPE OF COVERAGE


#17 Page 2 of 2 LOCATION: UTILITIES DEPT 1040 Monument Street, Danville, VA

54 2017

ACCOUNT# :52-403-04-52225


DESCRIPTION

MODEL #

SERIAL#

SOW

J

F

M

A

M

J

J

A

S

O

N

D

1

Carrier AHU-2 - Support Services Director (221)

40RUQA08A2A6A0A0A0

1811U17267

16

O

S

O

S

1

Carrier HP-3 - Main Office

38AUQB08A0A0C0

1911G10033

16

O

S

O

S

1

Carrier AHU -3 - Main Office

40RUQA08A2A6A0A0A0

1811U17269

16

O

S

O

S

1

Liebert CU-1 Scada (126)

PFH020A-PL7

Y11G11237

16

O

S

O

S

1

Liebert AHU - Back of Dispatch

MMD18E7P0E0G

Y11EB10538

16

O

S

O

S

1

Fujitsu Ductless HP-4 -Proving Room (101)

A0U18RLXFW

KSN000298

16

O

S

O

S

1

Fujitsu Ductless Dmss-1 Proving Room

ASU18RLF

KSN000938

16

O

S

O

S




Lead Technician:______________________________

SCOPE OF COVERAGE Equipment/Service Schedule

#18 Page 1 of 1 LOCATION: WELCOME CENTER 645 River Park Drive, Danville, VA ACCOUNT# : 01-301-22-52225

55 2017


DESCRIPTION

MODEL #

SERIAL#

SOW

J

F

M

A

M

J

J

A

S

O

N

D

1

York Air Handler Unit #1

F3H090A33A

SNAL5000889

16

O

S

O

S

1


52RP036H06B

SXAL5002767

16

O

S

O

S

1


F2FP048H06B

SXAL5013465

16

O

S

O

S

1

York Heat Pump #1

E2FB0900A25B

SNFKM063402

16

O

S

O

S

1

York Heat Pump #2

E1RC030S06D

WLKM025235

16

O

S

O

S

1

York Heat Pump #3

E2RCO48S06A

WALM008069

16

O

S

O

S

1

Ecobee Thermostat

Smart SI

247247756174

30

O

O

1

Ecobee Thermostat

Smart SI

223811470747

30

O

O

1

Ecobee Thermostat

SmartSI

221018770486

30

O

O




Lead Technician:______________________________

1 2017

CITY OF DANVILLE

PREVENTIVE MAINTENANCE PROGRAM

SERVICE SCHEDULE INDEX

EXHIBIT #2 “B”

2 2017

SCH10 - Centrifugal Chillers – Page 3-4

SCH12A - Reciprocating/Scroll Compressor Chillers – Page 5-6

SCH16 - Light Commercial Unitary Heating/Cooling Eqmt. – Page 7-11

SCH16H - Unitary/Light Commercial Furnaces – Page 12-14

SCH16W- Thru-The-Wall and Window Air Condition. Units – Page 15

SCH17C - Unitary Cabinet Cooler – Page 16

SCH17D - Domestic Refrigerators & Freezers – Page 17

SCH 17F - Walk In/Reach In Freezers – Page 18-19

SCH18 - Central Station Air Handling – Page 20-21

SCH18A - Return and Exhaust Fans – Page 22

SCH 18C - Commercial/Industrial Ventilation Equipment – Page 23-26

SCH18F - Fan Coil/Blower Coil Units – Page 27-28

SCH18I - Commercial Ventilation Equipment – IAQ Maintenance Program – Page 29

SCH18U - Unit Heaters – Page 30-31

SCH19C - Chemical Water Treatment Service – Page 32

SCH20A - Tower Control Center – Water Treatment System – Page 33

SCH21 - Cooling Tower Maintenance – Page 34

SCH21E - Evaporative Coolers – Page 35-36

SCH22 - Water Pump – Page 37

SCH23D - Pneumatic Air Station w/Air Dryer – Page 38-39

SCH23I - Commercial/Industrial Refrigerated Air Dryer – Page 40

SCH23P - Pneumatic Temperature Controls – Calibration Maintenance – Page 41

SCH25D - Domestic Hot Water Heater – Page 42-43

SCH25E - Electric Hot Water/Steam Boiler – Page 44

SCH25S - Steam Boiler – Page 45-46

SCH25T - Steam Traps – Page 47

SCH25W - Hot Water Boiler – Page 48-49

SCH26 - Steam Humidifier – Page 50

SCH27 - Computer Room Units – Page 51-53

SCH29R - Variable Air Volume, Elec/Pneumatic System – Page 54

SCH30 - Building Management System – Page 55

SCH31S - Tracer/Summit Building Management System – Page 56-59

SCH32 - Variable Frequency Drives – Page 60

SCH33 - Solar Heating System – Page 61

3 2017

Centrifugal Chillers Preventive Maintenance Program

Schedule 10 1. ANNUAL MAINTENANCE - Once a year a thorough preventive maintenance will be

performed to include the following procedures. (See “Equipment / Service Schedule” under “Scope of Coverage” for month and frequency.)

A. A thorough refrigerant leak check of machine when required. Determination to be made by contract manager. Inspecting machine, reviewing oil analysis and purge rate data shall be submitted by the contractor with recommendation quarterly.

B. A detailed inspection and testing of purge system, replacement of filter drier cores and gaskets, clean purge refrigeration unit condenser coil.

C. Disassemble and inspect all starter contacts for wear and pitting. Clean as required. D. Inspect all motor starter wire terminals for tightness and overheating, tighten where

required. E. Inspect starter current overloads. F. Inspect all control panel control contacts and wire terminals for tightness and overheating.

Correct as required. G. Inspect all operating controls, safety controls, sensors, and oil pump for visual condition and

wiring integrity. H. Perform motor winding integrity test with meg-ohm meter on chiller motor and oil pump

motor. I. Inspect oil sump heater, check voltage and current draw against name plate. J. Clean oil strainer, replace oil filter and gasket. K. Drive vane actuator motor full open to full close. Verify that vanes operate smoothly with

no binding, lubricate applicable linkages. On pneumatic operators, calibrate pilot positioner for correct vane position to pneumatic signal.

L. Verify correct operation of all safety, operating controls, and sensors. Calibrate as required. M. Carefully review oil analysis, checking any potential problems indicated in this report.

Review all stored service alarms from UCP2 panel. N. Oil change is performed on an as needed basis by special price quote. Determination of

need for oil change is left to the discretion of Virginia Trane service technician and oil analysis report.

4 2017

Centrifugal Chillers (cont’d) Preventive Maintenance Program

Schedule 10 2. SEASONAL START-UP - May be performed concurrently with Annual Maintenance.

A. Start machine per manufacturer’s recommendations. B. Verify proper starter operation and transition timing. C. Check and record all operating voltages and amperages. D. Verify correct oil and refrigerant charges. Verify correct operating oil pressure. E. Verify proper purge operation and programming F. Verify design water flow and pressure drop across condenser and evaporator barrel. G. Verify proper calibration and control of all safety and operating devises. H. Verify correct programming and operating parameters on UCP1 and UCP2 control panels. I. Complete all procedures, and log all test results per applicable start-up log. J. Present copy of start-up log to owner with detailed explanation of findings.

3. OPERATING MAINTENANCE AND INSPECTION

A. Observe operation of chiller daily. B. Review all service and operating alarms stored in memory of custom

reports menu. C. Scroll through custom, chiller, compressor, and refrigerant reports menu

to verify design operating parameters of chiller. Print hard copy of this report or complete manual log sheet if printer option is not available. (Note: Chillers not equipped with clear language display control panel must be manually logged.)

D. Verify proper operation of purge unit. Record purge rate and pump-out time.

E. Verify proper operation of chill water and condenser water pumps. Verify correct pressure drops across evaporator and condenser.

F. Inspect chiller starter panel. G. Perform programming and control calibration changes where required. H. Review operator logs where available. I. Review findings of inspection with owner personnel.

NOTE: Adequate water treatment by the contractor must be furnished for the equipment covered under this agreement. See Section #7 in its entirety and PMP 19C, 20A, and 21 for requirements thereof.

5 2017

Reciprocating/Scroll Compressor Chiller

Preventive Maintenance Program Schedule 12A

1. ANNUAL MAINTENANCE - Once a year a thorough preventive maintenance program

will be performed to include the following. (See “Equipment / Service Schedule” under “Scope of Coverage” for month and frequency.)

A. A thorough refrigerant leak check over the entire machine. B. Thorough inspection of all motor starter components. C. Inspect all motor starter, oil pump starter, control contactors and relay contacts for dust,

wear and pitting. D. Inspect all motor and motor starter power and control wiring for overheating and loose

terminal connections. E. Perform motor winding integrity test with meg-ohm meter. F. Inspect all control panel component contacts and wire terminals for pitting, overheating,

and tightness. Correct as required. G. Test and confirm correct operation of chiller capacity control devices. H. Perform on site oil acid test for all compressors annually. I. Verify correct operation of phase reversal control if so equipped. Verify correct rotation

of scroll compressors. J. Verify operation of chiller sequencing and step unloading control. K. Inspect oil sump heater, verify correct operating temperature, voltage, current draw. L. Test all safety controls, operating controls, and sensors. Calibrate as required. M. Review all service and operating alarms stored in memory of control panel. N. Check condition and cleanliness of condenser fan blades, motors, and coils (aircooled

only).

2. SEASONAL START-UP - May be performed concurrently with Annual Maintenance.

A. Start machine per manufacturer’s recommendations. B. Verify condition and correct operation of all flow switches, differential pressure

switches, or other external interlock safety controls. C. Check and record all operating voltages and amperages. D. Verify correct oil and refrigerant charges. Verify correct operating oil pressure. E. Verify design water flow and pressure drop across evaporator. Verify correct fan

rotation, motor voltage, current draw, and design air flow across condenser coil (air cooled only).

F. Verify design water flow and pressure drop across condenser and evaporator barrel (water cooled only).

G. Verify proper calibration and control of all safety and operating devices.

6 2017

Reciprocating/Scroll Compressor Chiller (cont’d) Preventive Maintenance Program

Schedule 12A

H. Verify correct programming and operating parameters of chiller control panel. I. Verify and adjust as required for design superheat and sub cooling. J. Present copy of start-up log to owner with detailed explanation of findings.

3. OPERATING MAINTENANCE AND INSPECTION - (See “Equipment / Service Schedule” for frequency and coverage.)

A. Observe operation of chiller daily. B. Review all service and operating alarms stored in memory of custom reports

menu.(Where available.) C. Verify correct operating refrigerant charges, pressures, superheat, and subcooling. D. Check air cooled condenser for proper operation of fans and unobstructed air flow over

coil (air cooled only). E. Verify proper operation of chill water and condenser water pumps. Verify correct

pressure drops across evaporator and condenser. F. Inspect chiller starter panel. G. Perform minor programming and control calibration changes where required. H. Verify correct ∆ T across evaporator, correct entering and leaving water temperatures of

water cooled condenser models. I. Review operator logs where applicable. J. Review findings of inspection with owner personnel.

NOTE: Adequate water treatment by the contractor must be furnished for the equipment covered under this agreement. See Section #7 in its entirety and PMP 19C, 20A, and 21 for equipment thereof.

7 2017

Light Commercial Unitary Heating/Cooling Equipment

Preventive Maintenance Program Schedule 16

1. ANNUAL MAINTENANCE AND SEASONAL START-UP (PRE-COOLING) - Preventive maintenance program should be performed to include the following: (See “Equipment / Service Schedule” under “Scope of Coverage” for month and frequency.)

A. Start equipment per manufacturer’s recommendations. B. Check unit thoroughly for refrigerants leaks with electronic leak

detector. C. Inspect condenser and evaporator coils for integrity and dirt

accumulation, clean where applicable. D. Meg test compressor motor for winding insulation integrity. E. Check starter operation, voltage and current, tighten all starter

terminals and check contacts for overheating, pitting, and wear. F. Check oil level in compressor and add oil to recommended level. G. Take oil sample and test for acidity. H. Tighten motor terminals and control panel terminals, inspect all

wiring for condition and overheating. I. Test line and control voltage fuses. Test thermostat/temperature

sensor for correct calibration and operation. J. Verify operation of crankcase heater. K. Test and calibrate all operating and safety controls. L. Check all fan blades and fan wheels for integrity, straightness,

cleanliness, and correct rotation. M. Lubricate fan bearings. N. Inspect and adjust belt alignment and tension. O. Check outside aid damper operation. Lubricate all pivot points and

linkages, adjust as required. P. Test and record operating refrigerant pressures. Adjust refrigerant

levels where required per owners instructions. Check pressure drop across all driers.

Q. Check and record T across evaporator coil, and unit discharge air temperature.

R. Inspect air filters, replace as needed. S. Check and adjust superheat to manufacturer’s specifications. T. Inspect and clean as required, unit drain pan and condensate line. U. Verify correct action and operation of reversing valve. Verify no

bypass leakage around reversing valve internal valving, or check valves. (Heat pump only.)

V. Verify positive sealing with no refrigerant bypass of check valves. (Heat pump only.)

W. Report all findings to owner personnel.

8 2017

Light Commercial Unitary Heating/Cooling

Equipment (cont’d) Preventive Maintenance Program

Schedule 16

2. ANNUAL MAINTENANCE AND SEASONAL START-UP (PRE-HEATING) – Preventive maintenance program should be performed to include the following: (See “Equipment/Service Schedule” under “Scope of Coverage” for month and frequency.)

A. GAS HEATING UNITS 1. Inspect heat exchanger for excessive rust, overheating, and cracks. 2. Inspect flue pipe and flue cap for excessive rust, flue gas leaks, and overall

integrity. 3. Inspect burner for rust accumulation and overall integrity. Clean all rust

from top of burner. 4. Inspect pilot assembly, clean and gap spark igniter; verify condition of high

voltage cable. 5. Inspect all line and control voltage wiring for condition and overheating.

Check all wiring terminals for tightness, tighten as required. 6. Inspect condition and verify correct operation of combustion air fan and its

associated safety interlocks, oil motor (where installed). 7. Inspect flower housing and fan wheel for physical integrity, straightness, and

balance and dirt accumulation. Inspect V-belt for condition, alignment, and tension if so equipped. Oil blower motor per manufacturer’s recommendations.

8. Inspect air filters, replace as needed. 9. Test and calibrate all safety controls to include but not limited to: burner

high limit, discharge air high limit, combustion air fan interlock, air flow switch, burner roll-out control, fan delay timer, pilot failure, etc.

10. Test and calibrate where applicable all operating controls, including thermostat or temperature sensor.

11. Test and adjust to manufacturers specifications manifold gas pressure. 12. Start unit and observe burner flame for color, sharpness of flame points, and

lifting. Adjust air/fuel ratio for correct flame control. 13. Verify correct operation of gas valve and pilot/igniter control. Verify clean,

blue spark across pilot electrodes or even heating of hot surface igniter. 14. Check and record temperature rise across burner and discharge air

temperature.

B. ELECTRIC HEATING UNITS 1. Check and record all line voltages. 2. Test all power and control circuit fuses

9 2017

3. Test continuity of all heating elements. 4. Inspect all power and control voltage wiring for condition and overheating. 5. Inspect all power control wiring terminals and lugs for condition,

overheating, and tightness. Tighten as required.

10 2017



Schedule 16

6. Test all thermal and current high limit safety controls for correct calibration

and operation. 7. Inspect blower housing and blower wheel for physical integrity, straightness,

balance, and dirt accumulation. Inspect V-belt for condition, alignment, and tension if so equipped. Oil blower motor manufacturers recommendations.

8. Test air flow switch, element sequencing control, and fan delay timer for correct operation.

9. Test operation and calibration of remaining operating controls and room temperature controls.

10. Start unit and check all unit and element current draws against manufacturer’s specifications.

11. Inspect air filters, replace as needed. 12. Observe operation and coloration of heating elements in air stream where

possible to confirm even and minimum air flow requirements. 13. Check and record temperature rise over heating elements and discharge air

temperature. 14. Report all findings to owner personnel.

C. HEAT PUMP 1. Perform all procedures listed in Section 1, pre-cooling, plus the additional

procedures listed below. 2. Check all defrost control sensors for a tight, clean attachment to refrigerant

tubing. Verify sensors are located in the correct spot and position in unit. 3. Perform diagnostic test on defrost control to include the following:

a. Initiate a defrost cycle per manufacturer’s instructions. b. Verify correct operation of reversing valve with no leakage. c. Confirm that outdoor unit fan ceases to run. d. Confirm supplemental heat initiates. e. Confirm outdoor unit drain holes are free from obstruction. f. Verify correct defrost termination by temperature and timing.

D. OIL HEAT 1. Inspect heat exchanger for excessive rust, overheating, and cracks. 2. Inspect condition of refractory material inside firebox of heat exchanger. 3. Inspect flue box, flue pipe and cap for condition and flue gas leakage. 4. Remove burner from heat exchanger, inspect and clean fire cones, replace

oil nozzle, clean/replace, gap, and set electrodes, clean flame guard scanner

11 2017

eye, inspect and clean combustion air fan, oil drive motor, inspect drive motor to oil pump coupling, and reinstall burner.

Light Commercial Unitary Heating/Cooling Equipment (cont’d) Preventive Maintenance Program

Schedule 16

5. Replace in-line oil filter. 6. Start furnace and check discharge oil pressure from burner oil pump, adjust

per manufacturers specifications. 7. Observe flame, adjust air fuel ratio for correct color and pattern. 8. Test flue for correct draft, adjust back-draft damper accordingly. 9. Perform smoke-spot test for correct air/fuel ratio and adjust as required. 10. Test and calibrate all safety and operating controls to include but not limited

to: burner high limit, burner control, fan limit control, flame failure control, system thermostat/temperature sensor.

11. Inspect air filters, replace as needed. 12. Inspect blower motor, housing, and fan wheel for physical condition,

straightness, balance, and dirt accumulation. Lubricate motor and fan bearings per manufacturer’s recommendations.

13. Report all findings to owner personnel.

E. HOT WATER OR STEAM HEAT COILS 1. Inspect all heating control valves for full range operation, stem and stem

packing condition, diaphragm leakage, drive motor operation. 2. Verify correct operation of applicable steam trap. Verify absence of steam

leakage through observance of condensate receiver vent line. 3. Test T across steam coil and trap. 4. Inspect coils for dirt accumulation and blockage. 5. Check and record temperature rise across coil. 6. Inspect coil carefully for steam or water leaks. 7. Check automatic air vents for proper operation. 8. Inspect air filters, replace as needed. 9. Report all findings to owner personnel.

3. OPERATING MAINTENANCE AND INSPECTION (See “Equipment/Service Schedule”

to determine coverage and frequency. A. Check and record discharge air temperatures, operating refrigerant pressures,

operating voltage and current draws for applicable components. B. Test and adjust where required unit thermostat/temperature sensor. C. Check operation of crankcase heater.

12 2017



Schedule 16

D. Check and verify correct operation of outside air and return air dampers and

motorized actuators. Verify correct minimum setting of outside air dampers if so equipped.

E. Verify operation of compressor crankcase heater. F. Verify correct operation oil level of compressor where applicable.

G. Verify correct operation of reversing valve and defrost control on heat pump units. H. Inspect all fan motors, blades, and wheels for condition and operation. I. Check and adjust safety and operating controls as required. J. Lubricate all bearings per manufacturer’s recommendations. K. Inspect air filters, replace as needed. L. Check all drive belts for condition, alignment, and tension. Adjust or replace as

needed. M. Inspect operation of burners on oil and gas fired furnaces. Adjust operating and

safety controls as required. N. Check voltage and current draw on electric furnace models. Inspect all wiring and

terminal connections for condition and overheating. O. Inspect control valves, traps, and coils on hot water/steam heat models. P. Report all findings to owner personnel.

13 2017

Unitary/Light Commercial Furnaces

Preventive Maintenance Program

Schedule 16H

1. ANNUAL MAINTENANCE AND SEASONAL START-UP – preventive maintenance program should be performed to include the following. (See “Equipment/Service Schedule” under Scope of Coverage for month and frequency.) A. Inspect fan wheels for blade damage, straightness, debris accumulation, and

secureness of hub to shaft. B. Inspect fan shaft for fractures and straightness. C. Inspect fan shaft, bearings, lubricate per manufacturers recommendations. D. Inspect drain pan if so equipped for water leaks, insulation integrity, and dirt and

algae accumulation. Clean as required. E. Inspect drive belts; verify condition, alignment and tension. Adjust or replace as

needed. F. Inspect motor for secureness, alignment, operating voltage and current draw.

Lubricate bearings per manufacturer’s specifications. G. Inspect motor starter for correct overloads, contact pitting and erosion, wire

overheating, wire terminal tightness. H. Inspect all drive sheaves for straightness, worn grooves, hub tightness and

integrity. I. Check all air filters, pre and final. Replace as needed. J. Report all findings to owner personnel. K. Gas fired heat.

1. Inspect heat exchanger for excessive rust, overheating, and cracks. 2. Inspect flue pipe and flue cap for excessive rut, flue gas leaks, and overall


from top of burner. 4. Inspect pilot assembly, clan and gap spark igniter; verify condition of high


Check all wiring terminals for tightness, tighten as required. 6. Inspect condition and verify correct operation of combustion air fan and its

associated safety interlocks, oil motor (where installed). 7. Test and calibrate all safety controls to include but not limited to: burner

high limit, combustion air fan interlock, air flow switch, burner roll-out control, fan delay timer, pilot failure, etc.

8. Test and calibrate where applicable, all operating controls, including thermostat or temperature sensor.

9. Test and adjust to manufacturer’s specifications, manifold gas pressure. 10. Start unit and observe burner flame for color, sharpness of flame points,

and lifting. Adjust air/fuel ratio for correct flame control.

14 2017

Unitary/Light Commercial Furnaces

(cont’d) Preventive Maintenance Program

Schedule 16H

11. Verify correct operation of gas valve and pilot/igniter control. Verify

clean blue spark across pilot electrodes or even heating of hot surface igniter.

12. Check and record temperature rise across burner and discharge air temperature.


L. Electric heat units. 1. Check and record all line voltages. 2. Test all power and control circuit fuses. 3. Test continuity of all heating elements. 4. Inspect all power and control voltage wiring for condition and overheating. 5. Inspect all power and control wiring terminals and lugs for condition,

overheating, and tightness. Tighten as required. 6. Test all thermal and current high limit safety controls for correct

calibration and operation. 7. Test air flow switch, element sequencing control, and fan delay timer for

correct operation. 8. Test operation and calibration of remaining operating controls and room

temperature controls. 9. Start unit and check all unit and element current draws against

manufacturer’s specifications. 10. Observe operation and coloration of heating elements in air stream where


temperature. 12. Report all findings to owner personnel.

M. Oil heat units.

1. Inspect heat exchanger of excessive rust, overheating, and cracks. 2. Inspect condition of refractory material inside fire box of heat exchanger. 3. Inspect flue box, flue pipe, and cap for condition and flue gas leakage. 4. Remove burner from heat exchanger, inspect and clean fire cone, replace

oil nozzle, clean/replace, gap and set electrodes, clean 5. frame guard scanner eye, inspect and clean combustion air fan, oil drive

motor, inspect drive motor to oil pump coupling, and reinstall burner. 6. Replace in-line oil filter.

15 2017

7. Start furnace and check discharge oil pressure from burner oil pump, adjust per manufacturers specifications.

Unitary/Light Commercial Furnaces (cont’d)

Preventive Maintenance Program

Schedule 16H

8. Observe flame, adjust air/fuel ratio for correct color and pattern. 9. Test flue for correct draft, adjust back draft damper accordingly. 10. Perform smoke spot test for correct air/fuel ratio and adjust as required. 11. Test and calibrate all safety and operating controls to include but not

limited to: burner light limit, burner control, fan limit control, flame failure control, system thermostat/temperature sensor.

N. Hot water or steam reheat units.

1. Inspect all hating control valves for full range operation, stem and stem packing condition, diaphragm leakage, drive motor operation.

2. Verify correct operation of applicable steam rap. Verify absence of steam leakage through observance of condensate receiver vent line.

3. Test T across steam coil and trap. 4. Inspect coils for dirt accumulation and blockage. 5. Check and record temperature rise across coil. 6. Inspect coil carefully for steam or water leaks. 7. Check automatic air vents for proper operation. 8. Test and calibrate operating and safety controls.

2. OPERATING MAINTENANCE AND INSPECTION – (See Equipment/Service

Schedule for coverage and frequency.

A. Inspect fan wheels, shafts, and bearings, lubricate where required. B. Inspect drive belts and sheaves for condition, alignment, and tension. Adjust as

required. C. Inspect drive motor and motor starter. Record voltage and current draw. D. Inspect all valves for operation and leakage. E. Inspect all air filters, replace as needed. F. Inspect operation of burners on oil and gas fired heat models. Adjust operating

and safety controls as required. G. Check voltage and current draw on electric reheat models. Inspect all wiring and

terminal connections for condition and overheating. Adjust operating and safety controls as required.

H. Inspect control valves, traps, and coils on hot water/steam reheat models.

16 2017

Thru-the-Wall and Window Air Conditioning Units Preventive Maintenance Program

Schedule 16W

1. ANNUAL MAINTENANCE AND SEASONAL START-UP - Preventive maintenance program will be performed to include the following. (See “Equipment / Service Schedule” under Scope of Coverage for month and frequency.)

A. Annually remove unit from wall/window can and thoroughly clean evaporator coil, condenser coil, evaporator fan wheel, condenser fan and remainder of unit.

B. Oil condenser/evaporator fan motor. C. Check all wiring and terminal ends for condition and secureness to device attachments

points. D. Verify condition and integrity of compressor and fan motor capacitors. E. Verify function and condition of control selector switch. F. Verify operation and calibration of thermostat. G. Check continuity of compressor motor and electric heating elements if applicable. H. Start unit and check voltage and current draws of all compressors, motors, and heating

elements. I. Verify correct operation of heating element high-limit control if applicable. J. Check temperature drop across evaporator coil to determine correct refrigerant charge and

operation of metering device. K. Check discharge and suction gas temperature. (May substitute refrigerant pressure readings,

if access fittings are installed. L. Verify correct operation of reversing valve if applicable. M. Reinstall unit in wall/window can. N. Replace unit air filters as needed. O. Report any deficiencies to owner personnel.

2. OPERATING MAINTENANCE AND INSPECTION - (See Equipment / Service Schedule for coverage and frequency.)

A. Replace or clean unit air filter as needed. B. Check unit operation in all modes through operation of selector switch. C. Verify operation of condenser and evaporator fan motors. D. Check temperature drop across evaporator coil to determine correct refrigerant charge and

compressor efficiency.

17 2017

Unitary Cabinet Cooler Preventive Maintenance Program

Schedule 17C

1. ANNUAL MAINTENANCE AND SEASONAL START-UP (PRE-COOLING) - Preventive maintenance program will be performed to include the following: (See “Equipment / Service Schedule” under “Scope of Coverage” for month and frequency.)

A. Check unit thoroughly for refrigerant leaks with electronic leak detector. B. Inspect condenser and evaporator coils for integrity and dirt accumulation, clean as

required. C. Check starter operation, voltage and current, tighten all starter terminals and check

contacts for overheating, pitting, and wear. D. Tighten motor terminals and control panel terminals, inspect all wiring for condition

and overheating. E. Test line and control voltage fuses. Test thermostat/temperature sensor for correct

calibration and operation. F. Test and calibrate all operating and safety controls. G. Check all fan blades and fan wheels for integrity, straightness, cleanliness, and

correct rotation. H. Lubricate fan bearings. I. Inspect air filters, replace as needed. J. Inspect and clean as required, unit drain pan and condensate line. K. Report all findings to owner personnel.

2. OPERATING MAINTENANCE AND INSPECTION (See “Equipment/Service Schedule” to determine coverage and frequency.)

A. Check and record discharge air temperatures. B. Test and adjust where required unit thermostat/temperature sensor. C. Inspect all fan motors, blades, and wheels for condition and operation. D. Check and adjust safety and operating controls as required. E. Lubricate all bearings per manufacturer’s recommendations. F. Inspect air filters, replace as needed. G. Report all findings to owner personnel.

18 2017

Domestic Refrigerators & Freezers Preventive Maintenance Program

Schedule 17D


A. Annually brush clean condenser coil. B. Check condenser fan motor and blade where applicable for correct operation and rotation.

Oil motor where applicable. C. Verify operation of light switch and bulb. D. Verify operation of mullion heaters. E. Check condensate pan, clean as required. F. Verify correct operation and calibration of all unit temperature controllers. G. Check evaporator coil/coils for cleanliness and freedom of ice blockage. H. Check evaporator motor and fan blade for operation and correct rotation, where applicable. I. Check defrost timer where applicable. J. Check defrost heater where applicable. K. Perform careful visual inspection of door gaskets for condition and sealing. L. Check voltage and current draw of compressor, condenser fan motor, evaporator fan motor,

and defrost heaters where applicable. M. Check discharge and suction refrigerant temperatures to verify full refrigerant charge and

correct operation of metering devices. N. Report any deficiencies to owner personnel.


A. Check light and light switch. B. Visual inspection of door gaskets for condition and sealing. C. Check condensate pan. D. Visual inspection of operating components. E. Visual verification of correct defrost operation through lack of ice on evaporator

coil. F. Check and verify correct refrigeration compartment temperatures.

19 2017

Walk-In/Reach-In Freezers Preventive Maintenance Program

Schedule 17F


A. Meg, test compressor motor. B. Verify operating oil level and perform acid test on oil where applicable. C. Leak check system thoroughly for refrigerant leaks if charge indicators or visual inspection

warrant this procedure. D. Check cleanliness of condenser and evaporator coils. E. Verify operation and correct rotation of condenser and evaporator fans and motors. Oil

motors, where applicable. F. Check all wiring and secureness of electrical terminals at condensing unit and evaporator

section. G. Verify correct operation of liquid line solenoid, and associated low pressure control. H. Verify proper operation and setting of defrost timer. I. Check continuity, voltage, and current draw of defrost heaters and condensate pan heaters, if

applicable. J. Verify correct operation of hot gas/cool gas defrost valve if applicable. K. Verify proper operation and calibration of defrost termination, and fan delay controls. L. Verify correct operation and calibration of high pressure control, low pressure control, oil

failure control, and temperature controller. M. Verify operation and calibration of condenser fan cycling control, or head pressure control

valve. N. Verify operation and calibration of CPR valve where applicable. O. Verify operation of door and door jamb mullion heaters. P. Visually inspect door gasket for condition and sealing. Q. Verify operation of condensate line heat tape. R. Inspect and adjust as required automatic door closure where applicable. S. Start refrigeration unit and check refrigerant charge, superheat, operating refrigerant

pressures, operating voltage and current draws of all compressors and motors. Adjust expansion valve as require for correct superheat.

T. Verify correct operation of three-way heat reclaim valves, if applicable.

20 2017

Walk-In/Reach-In Freezers (cont’d) Preventive Maintenance Program

Schedule 17F 2. OPERATING MAINTENANCE AND INSPECTION - (See Equipment / Service Schedule for coverage and frequency.)

A. Check box operating temperature. B. Check unit operating refrigerant pressures, verify full refrigerant charge. C. Visual inspection of evaporator coil, condensate pan, and condensate line for freedom of ice

obstruction. D. Check door gasket and mullion heaters. E. Check defrost time clock. F. Verify correct operation of low ambient head pressure control devices.

21 2017

Central Station Air Handling Preventive Maintenance Program

Schedule 18


A. Inspect fan wheels for blade damage, straightness, debris accumulation, and secureness of hub to shaft.

B. Inspect fan shaft for fractures and straightness. C. Inspect fan shaft, bearings, lubricate per manufacturers recommendations. D. Inspect drain pan if so equipped for water leaks, insulation integrity, dirt and algae

accumulation. Clean as required. E. Inspect vortex inlet vanes, vane actuator, and all associated linkage if so equipped.

Lubricate vane linkage per manufacturer’s recommendations. F. Inspect all face and bypass dampers, actuator and associated linkage if so equipped.

Lubricate per manufacturer recommendations. G. Inspect all outside air, return air, and exhaust air dampers if so equipped. Inspect

associated actuators for proper stroking. Verify correct damper sequencing and minimum positioning, adjust as required. Inspect all associated linkage, lubricate per manufacturer’s recommendations.

H. Inspect trap and drain line for leakage and freedom of obstruction, clean is necessary. I. Inspect drive belts, verify condition, alignment and tension. Adjust or replace as

required. J. Inspect motor for secureness, alignment, operating voltage and current draw. Lubricate

bearings per manufacturer’s specifications. K. Inspect motor starter for correct overloads, contact pitting and erosion, wire overheating,

wire terminal tightness. L. Inspect all drive sheaves for straightness, worn grooves, hub tightness and integrity. M. Inspect all preheat, reheat, and cooling coils included in air handler for leaks, fin

integrity, dirt accumulation, and design air flow. Clean coil. N. Inspect all air handler modules and duct connections to air handler for air leaks. O. Inspect all steam, hot water and chill water valves for proper stroking, stem sealing,

stem condition, diaphragm leakage or motor rotation. Verify correct piping and balancing valve position.

P. Check all air filters, pre and final. Change filters as directed by the Contract Manager’s instruction.

22 2017

Central Station Air Handling (cont’d)

Preventive Maintenance Program Schedule 18


A. Inspect fan wheels, shafts, and bearings, lubricate where required. B. Inspect drive belts and sheaves for condition, alignment, and tension. Adjust as required. C. Inspect drive motor and motor starter. Record voltage and current draw. D. Verify operation of all dampers and actuators. E. Inspect all valves for operation and leakage. F. Inspect for clean and unobstructed performance of drain pans and drain lines. G. Verify condition of vortex inlet vanes and linkages. H. Check for excessive noise and vibration. I. Inspect all air filters, pre and final. Change filters as directed by the Contract Manager. J. Report all findings to owner personnel.

23 2017

Return and Exhaust Fans



A. Inspect fan wheels for blade damage, straightness, debris accumulation, and secureness to fan shaft.

B. Inspect fan shaft and bearings. Lubricate per manufacturers recommendations. C. Inspect fan sheaves and drive belts for deterioration, alignment, and tension. Adjust and

replace as required. D. Inspect motor bearings, motor alignment, and secureness of attachment. Lubricate per

manufacturers’ recommendations. E. Inspect motor starter for correct overloads, condition of contracts and wiring. Check and

record operating voltage and current draw. F. Inspect all duct connections to fan for secureness and air leakage. G. Check for excessive noise and vibration. H. Report all findings to owner personnel.


A. Inspect fan wheels, sheaves, and drive belts. Adjust as required. B. Lubricate fan shaft bearings per manufacturer’s recommendations. C. Inspect fan motor, check operating voltage and current draw. D. Check for excessive noise and vibration. E. Report all findings to owner personnel.

24 2017

Commercial/Industrial Ventilation Equipment

Preventive Maintenance Program Schedule 18C

1. ANNUAL MAINTENANCE AND SEASONAL START-UP - Preventive maintenance program will be performed to include the following. (See “Equipment / Service Schedule under Scope of Coverage to determine month and frequency.)


B. Inspect fan shaft for fractures and straightness. C. Inspect fan shaft, bearings, lubricate per manufacturers recommendations. D. Inspect drain pan if so equipped for water leaks, insulation integrity, dirt and algae

accumulation. Clean as required. E. Inspect vortex inlet vanes, vane actuator, and all associated linkage if so equipped.

Lubricate vane linkage per manufacturer’s recommendations. F. Inspect all face and bypass dampers, actuator and associated linkage if so equipped.

Lubricate per manufacturers recommendations. G. Inspect all outside air, return air, and exhaust air dampers if so equipped. Inspect associated

actuators for proper stroking. Verify correct damper sequencing and minimum positioning, adjust as required. Inspect all associated linkage, lubricate per manufacturers recommendations.

H. Inspect drive belts, verify condition, alignment and tension. Adjust or replace as required. I. Inspect motor for secureness, alignment, operating voltage and current draw. Lubricate

bearings per manufacturer’s specifications. J. Inspect motor starter for correct overloads, contact pitting and erosion, wire overheating,

wire terminal tightness. K. Inspect all drive sheaves for straightness, worn grooves, hub tightness and integrity. L. Check all air filters, pre and final. Change filters as directed by the Contract Manager. M. Report all findings to owner personnel. N. Gas fired reheat.

1) Inspect heat exchanger for excessive rust, overheating, and cracks. 2) Inspect flue pipe and flue cap for excessive rust, flue gas leaks, and overall integrity. 3) Inspect burner for rust accumulation and overall integrity. Clean all rust from top of

burner. 4) Inspect pilot assembly, clean and gap spark ignitor, verify condition of high voltage

cable. 5) Inspect all line and control voltage wiring for condition and overheating. Check all

wiring terminals for tightness, tighten as required.

25 2017

Commercial/Industrial Ventilation Equipment (cont’d) Preventive Maintenance Program

Schedule 18C

6) Inspect condition and verify correct operation of combustion air fan and its associated safety interlocks, oil motor (where installed).

7) Test and calibrate all safety controls to include but not limited to: burner high limit, combustion air fan interlock, air flow switch, burner roll-out control, fan delay timer, pilot failure, etc.

8) Test and calibrate where applicable, all operating controls, including thermostat or temperature sensor.

9) Test and adjust to manufacturer’s specifications, manifold gas pressure. 10) Start unit and observe burner flame for color, sharpness of flame points, and lifting.

Adjust air/fuel ratio for correct flame control. 11) Verify correct operation of gas valve and pilot/igniter control. Verify clean blue spark

across pilot electrodes or even heating of hot surface igniter. 12) Check and record temperature rise across burner and discharge air temperature. 13) Report all findings to owner personnel.

O. Electric reheat units. 1) Check and record all line voltages. 2) Test all power and control circuit fuses. 3) Test continuity of all heating elements. 4) Inspect all power and control voltage wiring for condition and overheating. 5) Inspect all power and control wiring terminals and lugs for condition, overheating, and

tightness. Tighten as required. 6) Test all thermal and current high limit safety controls for correct calibration and

operation. 7) Test air flow switch, element sequencing control, and fan delay timer for correct

operation. 8) Test operation and calibration of remaining operating controls and room temperature

controls. 9) Start unit and check all unit and element current draws against manufacturer’s

specifications. 10) Observe operation and coloration of heating elements in air stream where possible to

confirm even and minimum air flow requirements. 11) Check and record temperature rise over heating elements and discharge air temperature. 12) Report all findings to owner personnel.

P. Oil reheat Units. 1) Inspect heat exchanger for excessive rust, overheating, and cracks.

26 2017

2) Inspect condition of refractory material inside fire box of heat exchanger. 3) Inspect flue box, flue pipe, and cap for condition and flue gas leakage.


Schedule 18C

4) Remove burner from heat exchanger, inspect and clean fire cone, replace oil nozzle, clean/replace, gap and set electrodes, clean flame guard scanner eye, inspect and clean combustion air fan, oil drive motor, inspect drive motor to oil pump coupling, and reinstall burner.

5) Replace in-line oil filter. 6) Start furnace and check discharge oil pressure from burner oil pump, adjust

per manufacturers specifications. 7) Observe flame, adjust air/fuel ratio for correct color and pattern. 8) Test flue for correct draft, adjust back draft damper accordingly. 9) Perform smoke spot test for correct air/fuel ratio and adjust as required. 10) Test and calibrate all safety and operating controls to include but not limited to: burner

light limit, burner control, fan limit control, flame failure control, system thermostat/temperature sensor.

Q. Hot water or steam reheat units. 1) Inspect all heating control valves for full range operation, stem and stem packing

condition, diaphragm leakage, drive motor operation. 2) Verify correct operation of applicable steam trap. Verify absence of steam leakage

through observance of condensate receiver vent line. 3) Test ∆T across steam coil and trap. 4) Inspect coils for dirt accumulation and blockage. 5) Check and record temperature rise across coil. 6) Inspect coil carefully for steam or water leaks. 7) Check automatic air vents for proper operation. 8) Test and calibrate operating and safety controls.


A. Inspect fan wheels, shafts, and bearings, lubricate where required. B. Inspect drive belts and sheaves for condition, alignment, and tension. Adjust as

required. C. Inspect drive motor and motor starter. Record voltage and current draw. D. Verify operation of all dampers and actuators. E. Inspect all valves for operation and leakage.

27 2017

F. Verify condition of vortex inlet vanes and linkages, if so equipped. G. Inspect all air filters, replace where applicable. Change filters as directed by

Contract Manager.


Schedule 18C

H. Inspect operation of burners on oil and gas fired reheat models. Adjust operating and safety controls as required.

I. Check voltage and current draw on electric reheat models. Inspect all wiring and terminal connections for condition and overheating. Adjust operating and safety controls as required.

J. Inspect control valves, traps, and coils on hot water/steam reheat models

28 2017

Fan Coil / Blower Coil Units Preventive Maintenance Program

Schedule 18F



B. Inspect fan shaft for fractures and straightness.

C. Inspect fan shaft, bearings, lubricate per manufacturers recommendations.

D. Inspect drain pan if so equipped for water leaks, insulation integrity, dirt and algae accumulation. Clean as required.

E. Inspect all outside air, return air, dampers if so equipped. Inspect associated actuators for proper stroking. Verify correct damper sequencing and minimum positioning, adjust as required. Inspect all associated linkage, lubricate per manufacturers recommendations.

F. Inspect motor for secureness, alignment, operating voltage and current draw. Lubricate bearings per manufacturer’s specifications.

G. Inspect motor starter for correct overloads, contact pitting and erosion, wire overheating, wire terminal tightness.

H. Inspect chill water coil for dirt accumulation, air blockage, and water leaks.

I. Verify correct operation of chill water valve.

J. Check condition of chill water valve actuator, stem, and stem packing.

K. Record ∆T across chill water coil.

L. Verify correct operation of unit mounted thermostat and fan speed controller

where applicable.

M. Check all air filters. Check filters as directed by Contract Manager.

N. Report all findings to owner personnel.

O. Electric heat units.

1. Check and record all line voltages.

2. Test all power and control circuit fuses.

3. Test continuity of all heating elements.

4. Inspect all power and control voltage wiring for condition and overheating.

29 2017

5. Inspect all power and control wiring terminals and lugs for condition, overheating, and tightness. Tighten as required.

30 2017

Fan Coil / Blower Coil Units (cont’d)

Preventive Maintenance Program Schedule 18F

6. Test all thermal and current high limit safety controls for correct calibration and operation.

7. Test operation and calibration of remaining operating controls and room temperature controls.

8. Start unit and check all unit and element current draws against manufacturer’s specifications.

9. Check and record temperature rise over heating elements and discharge air temperature.


K. Hot water or steam heat units.

1. Inspect all heating control valves for full range operation, stem and stem packing condition, diaphragm leakage, drive motor operation.

2. Verify correct operation of applicable steam trap. Verify absence of steam leakage through observance of condensate receiver vent line.

3. Test ∆T across steam coil and trap.

4. Inspect coils for dirt accumulation and blockage.

5. Check and record temperature rise across coil.

6. Inspect coil carefully for steam or water leaks.

7. Check automatic air vents for proper operation.

8. Test and calibrate operating and safety controls.


A. Inspect fan wheels, shafts, and bearings, lubricate where required.

B. Inspect drive motor and motor starter. Record voltage and current draw.

C. Verify operation of all dampers and actuators.

D. Inspect all valves for operation and leakage.

E. Inspect all air filters, replace where applicable. Check filters as directed by

Contract Manager.

F Check voltage and current draw on electric heat models. Inspect all wiring and terminal connections for condition and overheating. Adjust operating and safety controls as required.

31 2017

G. Inspect control valves, traps, and coils on hot water/steam heat models.

32 2017

Commercial Ventilation Equipment IAQ Maintenance Program

Schedule 18I 1. AIRSIDE MAINTENANCE - Preventive maintenance program will be performed to

include the following. (See “Equipment / Service Schedule under Scope of Coverage to determine month and frequency.)

A. Perform a thorough inspection and cleaning of condensate pans, unit drain lines and traps. Insure correct slope of pans and drain lines for proper drainage of condensate. Install pan treatment to control the growth of scum, algae, and fungi.

B. Visual inspection of air intake screens and mixing box areas. Advise owner of recommended cleaning requirements.

C. Visual inspection of cleanliness and condition of all air handler walls, floors, dampers, coils, fan housing, and blades. Advise owner as to recommended cleaning and treatment requirements.

D. Inspect, clean and adjust reservoirs, boiling pans, drain pans, spray trees, atomization nozzles, and blow down solenoids of all humidifier sections.

E. Visual inspection of all supply and return air grilles for dirt accumulation and damper position.

F. Random visual inspection of internal walls of supply and return air ductwork for the purpose of identifying dust, mold, and possible microbial build-up.

G. Perform instrument reading to assure correct volume of ventilation air per air handler. Adjust minimum position setting of ventilation dampers where required.

H. Inspect pre and final air filtration systems. Perform pressure drop readings where possible. Advise customer as to air filter replacement requirements if filtration service is not included as a part of this agreement. Check filters as directed by Contract Manager.

I. Sample and log CO2 readings of conditioned space on each floor of facility designed for human occupancy.

J. Provide customer with color photographs establishing condition of inlet screens, dampers, coils, drain pans, air handler interior walls, fan sections, air filters, internal duct walls, and grilles.

K. Provide customer with written documentation of ventilation airflow, CO2 readings, and overall airside system condition, along with recommended remediation requirements.

33 2017

Unit Heaters Preventive Maintenance Program

Schedule 18U


A. Inspect fan blade for damage, straightness, debris accumulation, and secureness of hub to shaft.

B. Inspect fan shaft for fractures and straightness. C. Inspect motor for secureness, alignment, operating voltage and

current draw. Lubricate bearings per manufacturer’s specifications. D. Inspect motor starter for correct overloads, contact pitting and

erosion, wire overheating, wire terminal tightness. E. Record ∆T across chill water coil or heating element. F. Verify correct operation of unit mounted thermostat and fan speed

controller where applicable. G. Report all findings to owner personnel. H. Electric heat units.

1. Check and record all line voltages. 2. Test all power and control circuit fuses. 3. Test continuity of all heating elements. 4. Inspect all power and control voltage wiring for condition and

overheating. 5. Inspect all power and control wiring terminals and lugs for

condition, overheating, and tightness. Tighten as required. 6. Test all thermal and current high limit safety controls for

correct calibration and operation. 7. Test operation and calibration of remaining operating controls

and room temperature controls. 8. Start unit and check all unit and element current draws against

manufacturer’s specifications. 9. Report all findings to owner personnel.

I. Hot water or steam heat units.

1. Inspect all heating control valves for full range operation, stem and stem packing condition, diaphragm leakage, drive motor operation.

2. Verify correct operation of applicable steam trap. Verify absence of steam leakage through observance of condensate receiver vent line.

3. Test ∆T across steam coil and trap. 4. Inspect coils for dirt accumulation and blockage. 5. Check and record temperature rise across coil. 6. Inspect coil carefully for steam or water leaks. 7. Check automatic air vents for proper operation on hot water

units.

Unit Heaters (cont’d) Preventive Maintenance Program

Schedule 18U

34 2017

J. Gas Fired Heat 1. Inspect heat exchanger for excessive rust, overheating and cracks. 2. Inspect flue pipe and flue cap for excessive rust, flue gas leaks, and overall


from top of burner. 4. Inspect pilot assembly, clean and gap spark igniter; verify condition of high


Check all wiring terminals for tightness, tighten as required. 6. Inspect condition and verify correct operation of combustion air fan and it’s

associated safety interlocks. Oil motor (where installed). 7. Test and calibrate all safety controls to include but not limited to: burner

high limit, combustion air fan interlock, air flow switch, burner roll-out control, fan delay timer, pilot failure, etc.

8. Test and calibrate where applicable, all operating controls, including thermostat or temperature sensor.

9. Test and adjust to manufacturer’s specifications, manifold gas pressure. 10. Start unit and observe burner flame for color, sharpness of flame points, and

lifting. Adjust air/fuel ratio for correct flame control. 11. Verify correct operation of gas valve and pilot/igniter control. Verify clean

blue spark across pilot electrodes or even heating of hot surface igniter. 12. Check and record temperature rise across burner and discharge air

temperature. 13. Check unit for gas leaks.


A. Inspect fan, shafts, and bearings, lubricate where required. B. Inspect fan motor and motor starter. Record voltage and current draw. C. Verify operation of temperature control devices. D. Inspect all valves for operation and leakage. E. Check voltage and current draw on electric heat models. Inspect all wiring and terminal

connections for condition and overheating. Adjust operating and safety controls as required.

F. Inspect control valves, traps, and coils on hot water/steam heat models.

35 2017

Chemical Water Treatment Service

Preventive Maintenance Program Schedule 19C


A. Clean chemical feed pump suction strainer. B. Disassemble and clean bleed line strainer. C. Disassemble and clean flow through sensors. D. Disassemble and clean solution bleed valve. E. Disassemble and clean check valve assembly. F. Check chemical feed tank level, add chemical as required. G. Check dissolved solids content in water. H. Check pH of water being treated. I. Check bleed rate, verify performance of bleed solenoid. J. Check chemical content in system being treated. K. Check conductivity controller operation. L. Check chemical feed pump, adjust feed to meet desired water conditions. M. Check for algae and bacteria growth. N. Check biocide chemicals to achieve recommended water conditions.


A. Check chemical level in feed tank, add as required. B. Check dissolved solids contents in water. C. Check pH of water being treated. D. Check bleed rate, adjust as required for desired water conditions. E. Check chemical content in system being treated. F. Check conductivity controller operation. G. Check and adjust chemical feed pump to meet desired water conditions. H. Check for algae and bacteria; adjust biocide chemical feed to achieve desired water

conditions.

36 2017

Tower Control Center - Water Treatment System


1. ANNUAL MAINTENANCE AND SEASONAL START-UP - Preventive maintenance will be performed to include the following procedures. (See “Equipment / Service Schedule under “Scope of Coverage” to determine month and frequency.)

A. Inspect media inside filter tank for cleanliness. Backwash to clean, if required. B. Drain lines, as necessary, as part of cooling tower shut-down. C. Check dissolved solids content in water. D. Check ph of water being treated. E. Check for algae. F. Clean core of magnetic treatment unit.

2. OPERATING MAINTENANCE AND INSPECTION - (See “Equipment / Service Schedule” for coverage and frequency.)

A. Check pressure switch operation. B. Check all operating controls. C. Perform a manual backwash of media inside filter tank. D. Check dissolved solids contents in water. E. Check ph of water being treated. F. Check for algae.

37 2017

Cooling Tower Preventive Maintenance Program

Schedule 21 1. ANNUAL MAINTENANCE AND SEASONAL START-UP - Preventive maintenance

will be performed to include the following procedures. (See “Equipment / Service Schedule under “Scope of Coverage” to determine month and frequency.)

A. Drain and clean tower water sump, check for leaks and general condition. B. Check valve seat and adjust float valve for correct water level in sump. C. Check and clean bleed off line and overflow. D. Clean tower strainers. E. Clean tower spray nozzles and eliminators; adjust balancing valves for correct flow. F. Flush cooling tower after cleaning. G. Inspect and change gear box oil as required, where applicable. H. Inspect fan coupling, where applicable. I. Inspect and adjust drive belts, where applicable. J. Refill cooling tower with water. After cleaning, verify no leaks exist. K. Lubricate fan and motor bearings per manufacture’s recommendations. L. Meg cooling tower fan motor. M. Check and record voltage and amperage draw on electric motors. N. Inspect electrical connections, contactors, relays and operating/safety controls. O. Check and adjust condenser water temperature controls, where installed. P. Check cooling tower sump heater, record voltage and current draw. Q. Verify correct operation of cooling tower low water cutoff. R. Check heat tape serving cooling tower make-up water lines (where applicable). S. Start chiller and record temperature drop across cooling tower. T. Review findings of inspection with owner personnel.


A. Inspect fan, motor, motor starter, and drive belts. B. Check oil level in gear reducer. C. Check intake strainer, bleed and overflow. D. Verify and adjust make-up water valve for correct sump water level. E. Verify operation of sump heater during winter months. F. Verify unrestricted performance of tower spray nozzles and/or eliminators. G. Review findings with owner personnel.

NOTE: Adequate water treatment by the contractor must be furnished for the equipment covered under this agreement. See Section #7 in its entirety and PMP 19C, 20A for requirements thereof

Evaporative Cooler Preventive Maintenance Program

38 2017

Schedule 21E

1. ANNUAL MAINTENANCE AND SEASONAL START-UP - Preventive maintenance will be performed to include the following procedures. (See “Equipment / Service Schedule under Scope of Coverage to determine month and frequency.)

A. Drain and clean tower water sump. B. Clean fan wheels as required, inspect for physical integrity, straightness, and

balance. C. Clean, inspect and adjust sump make-up water float assembly. D. Check and clean, as required, all spray nozzles. E. Clean spray pump intake strainer screen. F. Check operation, water seal, bearings, voltage, and current draw of spray pump. G. Check tube bundle for scale and algae accumulation. Report adverse condition to

owner with recommendation for cleaning, if required. H. Check sump heater for continuity, scale, voltage, and current draw. I. Verify proper operation of all safety and operating controls. J. Inspect all drive v-belts and sheaves for wear and condition. K. Check condition of blower motor; verify correct voltage and current draw. L. Lubricate all bearings per manufacturer’s recommendations. M. Verify design pressure and temperature drop across evaporative cooler.


A. Verify correct sump water level and float assembly performance. B. Verify performance of spray nozzles and spray pump. C. Check blower assembly for proper operation and condition. D. Lubricate all bearings per manufacturer’s recommendations. E. Check condition of all drive v-belts and sheaves.

39 2017

Evaporative Cooler (cont’d) Preventive Maintenance Program

Schedule 21E

F. Verify sump heater operation if system operates in below freezing ambient. G. Verify correct control sequence of operation. H. Drain sump, disconnect power to sump heater and spray pump in fall of the year if

evaporation is not used during winter operation. Close hand valve on sump make-up water.

I. Verify design temperature and pressure drop across evaporative cooler.

NOTE: Adequate water treatment by the contractor must be furnished for the equipment covered under this agreement. See Section #7 in its entirety and PMP 19C, 20A for requirements thereof.

40 2017

Water Pump Preventive Maintenance Program

Schedule 22

1. ANNUAL MAINTENANCE AND SEASONAL START-UP - Preventive maintenance will be performed to include the following procedures. (See “Equipment / Service Schedule under “Scope of Coverage” to determine month and frequency.)

A. Clean pump strainers. B. Inspect and lubricate pump bearings per manufacturer’s recommendations. C. Lubricate motor bearings per manufacturer’s recommendations. D. Tighten all nuts and bolts. Check motor mounts and vibration pads. E. Visually check pump coupling and pump to motor alignment. F. Check motor operating voltage and amperage. G. Meg pump motors. H. Inspect electrical connections and contacts, verify proper starter operation. I. Check isolation and balancing valves. J. Visually inspect mechanical seals or pump packing. K. Operate pump, record pressure drop across pump, verify suction and discharge

pressures. L. Review findings of inspection with owner personnel.


A. Check pump motor operating voltage and amperage. B. Visually check pump coupling and pump to motor alignment. C. Visually inspect mechanical seals or packing. D. Operate pump, record pressure drop across pump, verify suction and discharge

pressures. E. Review findings with owner personnel.

41 2017

Pneumatic Air Station W/Air Dryer Preventive Maintenance Program

Schedule 23D 1. ANNUAL MAINTENANCE - Preventive maintenance will be performed to include the

following procedures. (See “Equipment / Service Schedule” under “Scope of Coverage” for month and frequency.) A. Verify compressor on/off cycles against manufacturer’s recommendations. Check

compressor efficiency. B. Check wiring and motor starter. C. Verify correct operating voltage and current draw. D. Verify correct rotation, if applicable. E. Check water level in air tank by releasing manual bleed. F. Verify correct operation of auto tank drain devise. Disassemble and clean, as

required. G. Check compressor oil level, drive belts, and air filter. Clean or change air filter as

required. H. Check, record, and adjust maximum air tank operating pressure, system

pressure/pressures, tank safety relief valve setting and operation. I. Check and calibrate pressure control switch, high pressure safety switch if so

equipped. J. Replace oil coalescing filter and clean bowl if so equipped. K. Check, clean, adjust, replace, system air filter, system moisture separator. L. Check refrigerated air dryer for correct refrigerant charge and compressor

efficiency. M. Verify correct voltage and current draw on air dryer compressor. N. Clean air dryer condenser coil, verify condenser fan operation. O. Verify proper operation of refrigeration capacity control valve of air dryer. P. Check, clean, adjust dryer condensate removal trap. Q. Calibrate all operating and safety controls serving air dryer. R. Review findings of inspection with owner personnel.

42 2017

Pneumatic Air Station W/Air Dryer (cont’d) Preventive Maintenance Program

Schedule 23D 2. OPERATING MAINTENANCE AND INSPECTION - (See “Equipment / Service Schedule” for coverage and frequency.)

A. Visual check of air station operation. B. Check compressor oil level and drive belts where applicable. C. Check all air station and system air pressure settings. D. Verify proper operation of tank, dryer, and system condensate removal devises. E. Check coalescing oil filter. F. Verify proper air dryer operation.

43 2017

Commercial/Industrial Refrigerated Air Dryer

Preventive Maintenance Program Schedule 23I

1. ANNUAL MAINTENANCE - Preventive maintenance will be performed to include the following procedures. (See “Equipment / Service Schedule” under Scope of Coverage for month and frequency.)

A. Check condenser coils for cleanliness or obstruction. B. Check operation, voltage, current draw and rotation of condenser fan motor. C. Check condenser fan blade for rotation, straightness and cleanliness. D. Check voltage and current draw on refrigeration compressor. E. Check and adjust superheat as necessary. F. Check and adjust, as necessary, not gas bypass valve if so equipped. G. Check refrigerant charge and operating refrigerant pressures. H. Leak check refrigeration system. I. Check and adjust oil level in refrigeration compressor, if applicable. J. Check and adjust, as necessary, entering and leaving air pressures to provide

design airflow. K. Check entering and leaving air temperatures from air dryer. L. Verify air pressure safety relief setting and proper operation. M. Clean and verify proper operation of condensate removal trap. N. Check and adjust, as necessary, all refrigeration safety and operating controls. O. Check and adjust, as necessary, head pressure control water valve if so equipped. P. Acid test compressor oil, if applicable.


A. Check cleanliness and obstruction of condenser coil. B. Check operation of condenser fan. C. Check voltage and current draw of refrigeration compressor. D. Check refrigerant charge and operating pressures. E. Check hot gas bypass valve operation, if equipped. F. Check and adjust, as necessary, entering and leaving air pressures to provide

design airflow. G. Check entering and leaving air temperatures. H. Check operation of condensate removal trap.

44 2017

Pneumatic Temperature Controls Calibration Maintenance

Schedule 23P

1. ANNUAL CALIBRATION & MAINTENANCE - Calibration and maintenance should be performed on all controls to include the following. (See “Equipment / Service Schedule” under Scope of Coverage for month and frequency.)

A. Calibrate system controls to include: transmitters, receiver controllers, averaging relays, reverse acting relays, PRV’s, PE’s, thermostats, transducers, pressure selectors, temperature controllers, pressure controllers, and low limit safety controls.

B. Verify correct system operating sequences, changeover pressures and time clock operation.

C. Check steam and water valves for leakage and proper operation. D. Clean control panels as required. E. Check damper operation for misalignment, binding and shutoff, correct stroke. F. Check main air pressure at each system. Adjust main air PRV at compressed air

system as needed. G. Check condition of in-line air filters. H. Verify cleanliness of air lines, no traces of water or oil. I. Complete preventive maintenance program on air station and dryer. See Schedule

23D. 2. OPERATING MAINTENANCE & INSPECTION: (See Equipment / Service Schedule for coverage and frequency.)

A. Visually check of all controls and valves. B. Visually check dampers and linkages and oil, as required. C. Check time clock settings and day/night, summer/winter air pressure settings. D. Visual inspection of outside air dampers, operation, and minimum set point. E. Check discharge air temperature and leaving water temperatures to verify control

calibration and operation.

45 2017

Domestic Hot Water Heater Preventive Maintenance Program

Schedule 25D

1. ANNUAL MAINTENANCE - (Fossil Fuel) – Preventive maintenance should be performed to include the following procedures. (See “Equipment / Service Schedule” under Scope of Coverage for month and frequency.

A. Open fireside, clean and inspect heating surfaces. B. Inspect refractory. C. Clean fire inspection glass. D. Clean burner fan wheel and air dampers. E. Clean flame safeguard scanner. F. Clean and adjust ignition electrodes. G. Check fuel oil pump and coupling, set fuel pressure per manufacturer’s

specifications. H. Replace fuel oil nozzle and oil filter. I. Check gas valves against leakage (where test cocks are provided). J. Check all burner linkage for excessive wear (where applicable). K. Tighten all linkage set screws. L. Lubricate motor and shaft bearings per manufacturer’s recommendations. M. Check operation of modulating motor. N. Test operation of low water cutoff and feed control(s). O. Check operation of flame safe guard control. P. Clean contacts in program timer. Q. Check settings and test all operating and limit controls, calibrate as required. R. Perform combustion tests and adjust burner for maximum efficiency. S. Test safety/relief valve(s). T. Report any deficiencies to owner personnel.

2. ANNUAL MAINTENANCE - (Electric) – Preventive maintenance should be performed to include the following procedures. (See “Equipment / Service Schedule” under Scope of Coverage for month and frequency.

A. Check continuity of all electric heating elements. B. Check all contactors for condition and contact point pitting and wear. C. Check and test all current overloads. D. Check all control power relays. E. Inspect all wiring and terminals for condition and discoloration. F. Check all voltages and current draws for heating elements. G. Check and test all safety and operating controls. H. Test safety/relief valves. I. Report any deficiencies to owner personnel.

46 2017

Domestic Hot Water Heater (cont’d)

Preventive Maintenance Program Schedule 25D


A. Review owner’s log. B. Inspect heating elements or burner and make adjustments as required. C. Blow down and test low water cutoff and feed control (s). D. Check for water, and fuel leaks. E. Check sequence and operation of flame safeguard control. F. Check setting and test operating and limit controls, where required. G. Check operation of modulating motor, where required. H. Check customer’s log with operator and discuss operation of heater.

47 2017

Electric Hot Water/Steam Boiler Preventive Maintenance Program

Schedule 25E

1. ANNUAL MAINTENANCE - Preventive maintenance should be performed to include the following procedures. (See “Equipment / Service Schedule” under Scope of Coverage for month and frequency.)

A. Secure boiler, incorporating all aspects of lock-out, tag-out procedures. B. Check continuity of electric heating elements. C. Inspect electrical contractors for contact pitting, wear, and chatter-free operation. D. Inspect all wiring and terminal ends, tighten as required. E. Check and test operation of low water cutoff and feed control(s). F. Check settings and test all operating, safety, and limit controls, calibrate as required. G. Remove waterside inspection plug and flush scale and sediment from boiler. H. Record voltage and current draw of each heating element. I. Test safety/relief valve(s). J. Perform start-up procedures and log all operating characteristics. K. Review any deficiencies with owner personnel.


A. Review owner’s log. Log all operating conditions. B. Inspect boiler, control contactors and heating elements. C. Test low water cutoff control. D. Check voltage and current draw of all heating elements. E. Check for water leaks. F. Check sequence of operation for boiler operating controls. G. Check setting and test operation of limit controls. H. Review any deficiencies with owner personnel.

NOTE: Adequate water treatment by the contractor must be provided for the equipment

covered under the terms of this agreement. See Section #7 in its entirety and PMP 19C for requirements thereof.

48 2017

Steam Boiler Preventive Maintenance Program

Schedule 25S

1. ANNUAL MAINTENANCE - Preventive maintenance should be performed to include the following procedures. (See “Equipment / Service Schedule” under Scope of Coverage for month and frequency.)

A. Secure boiler, incorporating all aspects of lock-out, tag-out procedures. B. Open fireside of boiler and inspect all refractory material in front and rear headers,

inspect combustion chamber and breaching. C. Inspect fire tubes and tube sheet, confirm no water leakage between tubes and tube

sheet. D. Clean fire inspection glass, reseal fireside, replacing gaskets where required. E. Clean combustion air fan wheel and air dampers of burner assembly. F. Check and calibrate boiler pressure gauge and high pressure safety limit control. G. Clean and gap burner and pilot electrodes, replace where required. H. Clean flame safeguard scanner eye. I. Clean and lubricate burner linkage, tighten all linkage screws. J. Lubricate burner motor bearings per manufacturer’s recommendations. K. Clean program timer contacts, and inspect all control wiring and terminals, tighten

as required. L. Check for leaks on all gas valves and pressure regulators. (Gas fired only.) M. Check all vent lines for connection and obstruction. (Gas fired only.) N. Clean or replace burner oil nozzle as required. (Oil fired only.) O. Clean and inspect burner tube and fire cone. (Gas fired only.) P. Open and flush all sediment from boiler water feed/low water safety control. Verify

integrity of float assembly. Adjust for correct operation. Q. Verify correct make-up water delivery from condensate receiver tanks. Remove,

clean, and reinstall boiler water level sight glass. R. Replace oil filter. (Oil fired only.) S. Check oil level on atomization compressor, change where required. (Oil fired only.) T. Clean air intake filter on atomization compressor. (Oil fired only.) U. Check operation, efficiency, and air pressure regulating valves on atomization

compressor. (Oil fired only.) 2. SEASONAL START-UP

A. Re-fire boiler per manufacturer's recommendations. B. Verify correct operation of gas valves. (Gas fired only.) C. Test gas pressure at burner, check and adjust burner and pilot pressure regulators as

required. (Gas fired only.) D. Test all safety and operating controls, calibrate as required. E. Check oil pressure at burner; adjust pressure regulating valves as required. On

smaller burners using burner mounted oil pump, test oil pressure at pump test port. (Oil fired only.)

F. Test flame failure control for positive shut-off upon loss of flame.

49 2017

G. Test boiler steam temperature/pressure safety relief valve for correct relief setting and positive seal.

H. Observe burner flame through entire range of modulation from low fire to high fire. I. Perform smoke spot efficiency test and adjust fuel pressure or volume regulating

valve cam as required. Test to be performed at low fire, mid fire, high fire. Adjust combustion air dampers as required.

Steam Boiler (cont’d) Preventive Maintenance Program

Schedule 25S

J. Confirm smooth full range operation of burner modulation motor and associated components.

K. Test and adjust stack draft per manufacturer’s recommendations. L. Perform O2 and CO2 combustion efficiency tests. Check stack discharge

temperature and adjust fuel/air ratios for maximum efficiency. M. Log all operating conditions on applicable log sheet. N. Clock gas meter to determine fuel volume when over or under firing is suspected.

(Gas fired only.) O. Review findings of inspection with owner personnel. P. Check and adjust fresh water make-up level control float and solenoid assembly of

condensate receiver. Q. Check boiler condensate water return pumps for seal leakage, operating voltage and

motor current draw. 3. OPERATING MAINTENANCE AND INSPECTION - (See Equipment / Service Schedule for coverage and frequency.)

A. Observe burner flame. B. Observe boiler operation through one (1) complete cycle, including low fire to

high fire and post purge operation. C. Verify correct operating steam pressure range. D. Verify proper condensate water return from condensate receiver. E. Check atomization compressor operation. (Oil fired only.) F. Blow down of low water/make-up water feed control, test low water safety. G. Verify correct boiler operating water level. H. Log all operating conditions. I. Review findings with owner personnel.

4. TUBE AND BOILER SHELL SERVICES - All boilers require periodic inspection and cleaning of fire and

water side components. Frequency will depend upon various factors such as hours of operation, burner efficiency, type of fuel, water vs. steam application, condition of water, and so on. In all cases, minimum requirements are mandated by State regulatory agencies and the Contract Manager. The Service Contractor will assist and provide the necessary service to perform the Annual State Inspections.

NOTE: Adequate water treatment by the contractor must be provided for the equipment covered under the

terms of this agreement. See Section #7 in its entirety and PMP 19C for requirements thereof.

50 2017

Steam Traps Preventive Maintenance Program

Schedule 25T

1. ANNUAL MAINTENANCE - Preventive maintenance program will be performed to include the following. (See “Equipment / Service Schedule” under Scope of Coverage for month and frequency.)

A. Annually blow down drop leg strainer screen. Removal and cleaning, if required, will be done on a time and material basis..

B. Observe condensate receiver vent line for steam blowing to determine if any traps are allowing straight through steam leakage.

C. Use electronic temperature analyzer to measure ∆ T across steam trap for determination of trap performance and calibration.

D. Report all findings to owner personnel.

51 2017

Hot Water Boilers Preventive Maintenance Program

Schedule 25W

1. ANNUAL MAINTENANCE - Preventive maintenance will be performed to include the following procedures. (See “Equipment / Service Schedule” under “Scope of Coverage” for month and frequency.)

A. Secure boiler, incorporating all aspects of lock-out, tag-out procedures. B. Open fireside of boiler and inspect all refractory material in front and rear headers,

inspect combustion chamber and breaching. C. Inspect fire tubes and tube sheet, confirm no water leakage between tubes and tube

sheet. D. Clean fire inspection glass, reseal fireside, replacing gaskets were required. E. Clean combustion air fan wheel and air dampers of burner assembly. F. Check, calibrate boiler temperature/pressure gauge. G. Clean and gap burner and pilot electrodes. Replace if required. H. Clean flame safeguard scanner eye. I. Clean and lubricate burner linkage, tighten all linkage screws. J. Lubricate burner motor bearings per manufacturer’s recommendations. K. Clean program timer contacts, and inspect all control wiring and terminals, tighten

as required. L. Check for leaks on all gas valves and pressure regulators. (Gas fired only.) M. Check all vent lines for connection and obstruction. (Gas fired only.) N. Clean or replace burner oil nozzle as required. (Oil fired only.) O. Clean and inspect burner tube and fire cone. (Gas fired only.) P. Flush sediment from make-up water feed control. Q. Check and adjust low water cut-off control. R. Replace oil filter. (Oil fired only.) S. Check oil level on atomization compressor, change where required. (Oil fired only.) T. Clean air intake filter on atomization compressor. (Oil fired only.) U. Check operation, efficiency, and air pressure regulating valves on atomization

compressor. (Oil fired only.) 2. SEASONAL START-UP

A. Re-fire boiler per manufacturer's recommendations. B. Verify correct operation of gas valves. (Gas fired only.) C. Test gas pressure at burner, check and adjust burner and pilot pressure regulators as

required. (Gas fired only.) D. Test all safety and operating controls, calibrate as required. E. Check oil pressure at burner; adjust pressure regulating valves as required. On

smaller burners using burner mounted oil pump, test oil pressure at pump test port. (Oil fired only.)

F. Test flame failure control for positive shut-off upon loss of flame. G. Test water pressure safety/relief valve for correct relief setting and positive seal. H. Observe burner flame through entire range of modulation from low fire to high fire.

52 2017

I. Perform smoke spot efficiency test and adjust fuel pressure or volume regulating valve cam as required. Test to be performed at low fire, mid fire, high fire. Adjust combustion air dampers as required.

53 2017

Hot Water Boilers (cont’d) Preventive Maintenance Program

Schedule 25W

J. Confirm smooth full range operation of burner modulation motor and associated components.

K. Test and adjust stack draft per manufacturer’s recommendations. L. Perform O2 and CO2 combustion efficiency tests. Check stack discharge

temperature and adjust for maximum efficiency. M. Verify correct water level in expansion tank, adjust as required. N. Log all operating conditions on applicable log sheet. O. Clock gas meter to determine fuel volume when over or under firing is suspected.

(Gas fired only.) P. Review findings of inspection with Owner personnel.

3. OPERATING MAINTENANCE AND INSPECTION

A. Observe burner flame. B. Observe boiler operation through one (1) complete cycle, including low fire to high

fire and post purge operation. C. Check operating water pressures. D. Check operating boiler temperatures. E. Check atomization compressor operation. (Oil fired only.) F. Check water level in expansion tank. G. Log all operating conditions. H. Review findings with Owner personnel.

4. TUBE AND BOILER SHELL SERVICES - All boilers require periodic inspection and cleaning of fire and

water side components. Frequency depends upon factors such as hours of operation, burner efficiency, type of fuel, water vs. steam application, condition/treatment of water, etc. In all cases, minimum requirements are mandated by state regulatory agencies and the Contract Manager. The Service Contractor will assist and provide the necessary services to perform the Annual State Inspections.

NOTE: Adequate water treatment by the contractor must be provided for the equipment covered under the terms of

this agreement. See Section #7 in its entirety and PMP 19C for requirements thereof.

54 2017

Steam Humidifier Preventive Maintenance Program

Schedule 26

1. ANNUAL MAINTENANCE - Preventive maintenance will be performed to include the following procedures. (See “Equipment / Service Schedule” under Scope of Coverage for month and frequency.)

A. Drain and clean all scale and sediment from holding tank and electric element if so equipped.

B. Inspect, clean and adjust make-up water float assembly for correct operating water level, if so equipped.

C. Check condition, continuity, voltage, and current draw of electric element models. D. Verify operation of low water safety control, if so equipped. E. Verify correct water level, operating voltage, and current draw on sealed canister

style steam generators. Inform customer of need to replace canister if maximum operating water level is exceeded.

F. Inspect hoses, piping, and orifices of duct mounted spray trees. Verify all orifices are open and free of scale deposits. Verify hoses and piping are free of steam leaks.

G. Verify proper, blockage free operation of blow-down drain solenoids, if so equipped. Verify proper drainage of any blow-down or condensate drain lines, if so equipped.

H. Verify proper operation and design ∆T of any system steam traps, if so equipped. I. Check and calibrate humidistats. J. Check all wiring, and terminals for insulation condition, overheating, discoloration

or oxidation. K. Check and calibrate all system operating and safety controls.


A. Verify correct operating water level and float assembly performance. Check build-up of scale and sediment, clean as required.

B. Check continuity, voltage, and current draw of electric element models. C. Verify voltage, current draws, and correct operating water level of sealed canister

style steam generators. D. Check hoses, piping, and orifices of steam spray tree models. E. Verify proper drainage of all types of drain lines. F. Check operation and calibration of humidistat.

55 2017

Computer Room Air Conditioning Equipment Preventive Maintenance Program

Schedule 27


A. Check unit thoroughly for refrigerant leaks with electronic leak detector. B. Inspect condenser and evaporator coils for integrity and dirt accumulation, clean

where applicable. Verify correct operation of condenser fan motors. C. Meg test compressor motor for winding insulation integrity. D. Check starter/contactor operation, voltage and current draw, tighten all

starter/contactor terminals and check contacts for overheating, pitting, and wear. E. Check oil level in compressor and add oil to recommended level (where applicable). F. Take oil sample and test for acidity on all compressors (where applicable). G. Tighten motor terminals and control panel terminals, inspect all wiring for condition

and overheating. H. Test line and control voltage fuses. Test thermostat/temperature sensor for correct

calibration and operation. I. Verify operation of crankcase heater. J. Test and calibrate all operating, safety, and interlock controls. K. Check all fan blades and fan wheels for integrity, straightness, cleanliness, and

correct rotation. Verify correct voltage and current draw of blower motor. L. Lubricate fan bearings (where applicable). M. Inspect and adjust belt alignment and tension (where applicable). Check condition

of pulleys. N. Test and record operating refrigerant pressures. Adjust refrigerant levels as needed.

Check pressure drop across all filter driers. Report finding and recommendation to the owner’s personnel.

O. Check and record ∆T across evaporator coil, and unit discharge air temperature. P. Inspect air filters, replace where applicable. Q. Check and adjust superheat to manufacturer’s specifications. R. Inspect and clean as required, unit drain pan and condensate line.

S. Electric Reheat

1. Check and record all voltages. 2. Test all power and control circuit fuses. 3. Test continuity of all heating elements. 4. Inspect all power and control voltage wiring for condition and overheating. 5. Inspect all power control wiring terminals and lugs for condition, overheating,

and tightness. Tighten as required. 6. Test all thermal and current high limit safety controls for correct calibration and

operation.

56 2017

7. Test air flow switch, element sequencing control, and fan delay timer for correct operation.

Computer Room Air Conditioning Equipment (cont’d) Preventive Maintenance Program

Schedule 27

8. Test operation and calibration of remaining operating and safety controls. 9. Start unit; check all unit and element current draws against manufacturer’s

specifications. 10. Observe operation and coloration of heating elements in air stream where


temperature.

T. Hot Water or Steam Reheat 1. Inspect all heating control valves for full range operation, stem and stem packing

condition, diaphragm leakage, drive motor operation (electric). 2. Verify correct operation of applicable steam trap. Verify absence of steam

leakage through observance of condensate receiver vent line. 3. Test ∆T across steam coil and trap. 4. Inspect coils for dirt accumulation and blockage. 5. Check and record temperature rise across coil. 6. Inspect coil carefully for steam or water leaks. 7. Check automatic air vents for proper operation.

U. Humidifiers

1. Verify correct operation of humidistat, calibrate as required. 2. Check condition, effectiveness, and scale build-up on humidifier pads, if

applicable. Inform Owner’s personnel as to replacement recommendations. 3. Verify correct operation of all water solenoids, both supply and blow down.

Confirm operation and timing of blow down timers for all applicable humidifier types.

4. Check and clean where necessary all water feed troughs or atomization nozzles where applicable.

5. Verify operation, voltage, current draw, and condition of infra-red lamps where applicable. Check operation and condition of contactors controlling infra-red lamps.

6. Remove and clean all lime and scale deposits from humidifier water pans where applicable. Check and adjust water reservoir float assembly.

7. Confirm all humidifier drain lines drain properly and are free of obstruction. Clean as required.

8. Verify voltage, current draw, water level, and performance of cylinder on steam generator models.

57 2017

Computer Room Air Conditioning Equipment (cont’d) Preventive Maintenance Program

Schedule 27 2. OPERATING MAINTENANCE AND INSPECTION (See “Equipment/Service Schedule” to determine coverage and frequency.)

A. Check and record discharge air temperatures, operating refrigerant pressures, operating voltage and current draws for applicable components.

B. Test and adjust where required unit thermostat/temperature sensor, and humidistat. C. Check all drain pans, water pans, drain lines and blow down solenoids for

cleanliness and freedom from obstruction. D. Verify operation of compressor crankcase heater. E. Verify correct operating oil level of compressor where applicable. F. Verify correct operation of applicable humidification system. G. Inspect all fan motors, blades, and wheels for condition and operation. H. Check and adjust safety and operating controls as required. I. Lubricate all bearings per manufacturer’s recommendations. J. Inspect air filters, replace where applicable. K. Check all drive belts for condition, alignment, and tension. Adjust or replace where

applicable. L. Check voltage and current draw on electric reheat models. Inspect all wiring and

terminal connections for condition and overheating. Adjust operating and safety controls as required.

M. Inspect control valves, traps, and coils on hot water/steam reheat models. N. Report all findings to owner personnel.

58 2017

Variable Air Volume, Varitrac, Electric/Pneumatic Systems Preventive Maintenance Program

Schedule 29R


A. Check all wire terminals and tighten where required. B. Verify overall operation of the box via TRACER. C. Replace air filter on fan powered boxes. D. Inspect attached ductwork for condition, attachment, and freedom from air leaks.

2. OPERATING MAINTENANCE AND INSPECTION (See “Equipment/Service Schedule” to determine coverage and frequency.)

A. Check operation via TRACER.

59 2017

Building Management System Preventive Maintenance Program

Schedule 30

1. ANNUAL MAINTENANCE - Preventive maintenance and diagnostic check will be

performed to include the following procedures. (See “Equipment / Service Schedule” under Scope of Coverage to determine month and frequency.)

A. System PC and front end control panel 1. Clean CRT screen and keyboard. 2. Adjust convergence on CRT screen. 3. Review operating program to include major operating parameters, system

control scheme, time of day scheduling, system control set points, minimum damper positions.

4. Back-up and verify current program. 5. Replace emergency back-up battery (if so equipped).

B. Field control panels 1. Remove any moisture or dust from panel and components. 2. Check all field wiring and terminals. 3. Verify correct input voltages. 4. Check all power supplies for correct output voltages. 5. Verify resident programming. 6. Drive all controlled devices through their maximum span of operation. 7. Check all output signals where appropriate, calibrate as required. 8. Review findings of inspection with owner personnel.

2. OPERATING MAINTENANCE AND INSPECTION - (See “Scope of Coverage” for coverage and frequency.)

A. Scroll though program and identify any incorrect set points or programming parameters.

B. Visual inspection of all front end and field control panels. C. Check all power supplies for correct operating voltages. D. Verify resident programming of all field devices. E. Review findings of inspection with owner personnel.

3. REMOTE MONITORING – The Service Contractor shall monitor and respond to the

Buildings Management Control System 24 hours daily, 7 days a week, 365 days a year. All alarms set points shall be approved by the Contract Manager. All alarms shall be abated and properly addressed within a reasonable amount of time, to prevent any additional cost or damage to the building, equipment and/or occupancies. Telephone connection and telephone service fees shall be provided by the City’s.

60 2017

Tracer Summit Building Maintenance System Preventive Maintenance Program

Schedule 31S

1. BUILDING SYSTEMS OPTIMIZATION SERVICES

The contractor will review operating sequences and practices for covered systems to assure effective environmental conditioning while minimizing the cost to operate the equipment. Any changes required are the responsibility of the contractor. All items listed below shall be surveyed by the contractor at discretion of contract manager.

A. Time schedule (s) B. Reset schedule (s) C. Economizer changeover (where applicable) D. Set points E. Energy Management routines F. Alarm schedules G. Monitoring efficiency H. Trend log accuracies

A detailed report shall be submitted to contract manager. Operational changes, which require adjustment of controls or programming, will be made at contract manager’s discretion as part of this agreement at no additional cost. Any recommended alterations that require addition of devices will be accompanied by a guaranteed cost proposal reflecting the applicable discounts determined by this agreement.

2. ANNUAL MAINTENANCE:

Preventive maintenance and diagnostic check shall be performed to include the following procedures. These procedures shall be accomplished during the quarterly inspection visits.

A. Programmable Control Modules (PCM, UPCM)

1. Verify that equipment is being controlled at the appropriate value(s).

2. Change one set point value and verify smooth transition and stable control at the new set point.

3. Return set point to original value. 4. Repeat for each additional control loop. 5. Verify that all controlled valves and dampers will stroke fully in

both directions. 6. Verify the proper operation of critical control processes and

points associated with this unit. Make adjustments if necessary.

B. Unit Control Modules (UCP, TUC, TCM) 1. Verify that the Unit Control Module is being controlled at the

appropriate values(s). 2. Change one set point value; verify smooth transition and stable

control at the new set point. 3. Return set point to original value.

61 2017

Tracer Summit Building Maintenance System (cont’d) Preventive Maintenance Program

Schedule 31S

4. Repeat for each additional control loop, if any. 5. Verify that all controlled values and dampers will stroke fully in

both directions sealing tightly where appropriate. 6. Verify the proper operation of critical control processes and

points associated with this unit. Make adjustments if necessary.

C. VAV Box Unit Control Module

1. Verify that the Unit a Control Module is being controlled at the appropriate value(s).

2. Where controller performance is in question. a) Change set point values. Verify smooth stable control at the

new value. b) Return set point to original value.

3. Verify the proper operation of critical control processes and points associated with this unit. Make adjustments as necessary.

3. QUARTERLY MAINTENANCE AND INSPECTION (See “Equipment/Service Schedule” for coverage and frequency.)

A. Summit Workstation: 1. Contact appropriate customer personnel. 2. Review Summit for critical follow-up and off-line status

indications, i. e. system error encountered items. 3. Review System Event Log with customer and discuss Summit

operational concerns. 4. Based on contract coverage perform or schedule Corrective

Maintenance procedures as appropriate to resolve situations noted in the preceding reviews.

5. Install appropriate Summit Software refinement and problem correction revisions as per this agreement.

B. Summit Workstation: 1. Check monitor for clarity, focus, and color. 2. Clean Read/Write heads of removable disk drives. 3. Cycle power; listen for unusual motor bearing noises. 4. Verify proper system restart; check system date, time and hardware

status. 5. Save/Copy/Backup Summit Workstation Database, including custom

graphics, expanded messages and CPL routines.

62 2017

Tracer Summit Building Maintenance System (cont’d)

Preventive Maintenance Program Schedule 31S

C. Building Control Units (BCU) 1. Check LED indications to verify proper operation of BCU

transmit/receive activity on the ARCNET LAN. 2. Check UCM wiring trunks and check for possible Error Code

Indications. 3. Check voltage level of BCU Supercap. 4. Cycle BCU power to initiate Self-Test Diagnostic, Monitor

sequencing for proper. 5. Self-test displays of Error Code Indications. 6. Remove excessive dust from heat sink surfaces. 7. Verify the proper operation of critical control processes and

points associated with this unit and make adjustments, if necessary.

8. Check Volatile memory available. 9. Check Non-volatile memory available. 10. Check Processor idle time. 11. Dump the BCU System Diagnostic Array and Analyze. 12. Run the BCU Mini-monitor for each BCU to check for any error

statements and/or codes.

4. CENTRAL MONITORING

The contractor will provide monitoring by a professional firm.

5. SOFTWARE MAINTENANCE

The contractor will continually update and enhance BAS software packages to the current version as they become available.

A. Database files will be maintained on electronic media at a secure

location. B. Database files will be archived by the contractor once per quarter. C. Customer provided copies of database files will be maintained by the

contractor upon request at no additional charge.

63 2017

Tracer Summit Building Maintenance System (cont’d)

Preventive Maintenance Program Schedule 31S

SCHEDULE OF CENTRAL MONITORING SERVICES

Alarms Monitoring –The Contractor will provide remote monitoring per the following matrix: POINT ADDRESS POINT NAME/ID/ADD. DESCRIPTION HOURS RESPONSE

REQUIRED

Contact Person: ________________________________________________________ Contact Phone Numbers Voice: _________________________________________________________ Pager: _________________________________________________________ Additional Considerations and Instructions: __________________________________________________________ __________________________________________________________ __________________________________________________________

64 2017

Variable Frequency Drives Preventive Maintenance Program

Schedule 32

1. OPERATING MAINTENANCE -A thorough system diagnostic and calibration check will be performed to include the following procedures. (See “Equipment / Service Schedule” under Scope of Coverage for month and frequency.)

A. Remove all dust and lint from electrical cabinet. B. Clean heat sink and fins. C. Check all electrical connections for tightness and overheating. Correct

as required. D. Review event log for alarms. E. Verify operation of cabinet cooling fan. F. Verify correct calibration and operation of high/low averaging board. G. Verify correct analog signal from pressure transducers. Calibrate where

required. (If so equipped.) H. Verify correct minimum speed default setting. I. Verify correct overload relay setting. Calibrate as required. J. Verify correct operation of frequency drive in hand, auto, and bypass if

so installed. K. Check and record frequency drive full speed readings for the following:

A/C input voltage, A/C output voltage, output amperage, D/C buss voltage.

L. Check and record voltage and amperage of motor at junction box. M. Report finding and recommendation to the owner’s personnel.

65 2017

Solar Heating System Preventive Maintenance Program

Schedule 33

1. ANNUAL MAINTENANCE AND OPERATING MAINTENANCE – Preventive Maintenance should be performed to include the following procedures:

A. Annually check for leaking, piping, panels, tanks, pumps, and etc. B. Fall service and as needed check percentage of Glyco chemical to

maintain and protect from freezing. Percentage of Glyco shall not freeze at or below -20° degrees.

C. Monthly inspection of all panels for cracks and leaks. Repair as needed.

D. Monthly inspection of pump’s, anti-siphon valves, backflow preventer, heat exchanger, water tanks, control system and alarms.

E. Monthly inspections of air vents and expansion tanks. F. Yearly inspection of storage tanks including hydro-testing. G. Monthly inspection of required chemical treatment.