Checklist_for_PM.pdf

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Attached to
Chiller and Boiler System Maintenance
Solicitation number
IFB FY27-086-03
Issued by
Maricopa County, Phoenix City, Arizona

About this file

This is a Preventative Maintenance Checklist for the City of Phoenix's chiller and boiler system maintenance contract, which specifies comprehensive maintenance tasks organized across ten functional sections. The checklist covers chiller and cooling tower maintenance, boiler and burner combustion system tasks, electrical and VFD cabinet operations, piping and water system leak checks, operational testing procedures, gauge documentation, oil system maintenance, pump and mechanical movement inspections, structural and physical inspections, and chemical system monitoring. Tasks are assigned frequency intervals ranging from monthly to annually and semi-annually, with specific equipment models identified including Boiler models 300S-850A, 300A-850A, and 850. The contract term is five years beginning on the Commencement Date as approved by the Phoenix City Council, with no options to extend, and will terminate upon reaching the end of the five-year term or earlier upon contract termination provisions.

The checklist provides a standardized framework for technicians and supervisors to document completion of required maintenance activities with designated spaces for dates and sign-offs. Monthly tasks include checking chiller and condenser pumps, water temperatures, cooling tower screens and belts, inspecting oil and Freon levels, cycling water control valves, and conducting chemical testing for hardness, alkalinity, chlorides, nitrite, phosphates, pH, conductivity, and biological activity. Pre-season tasks encompass chiller and heater boiler annual inspections with startup and shutdown procedures, oil system maintenance including filter changes and oil sampling, and VFD cabinet cleaning and tightening. The document requires technicians to record alarms, amp draws, pressures, temperatures, model and serial numbers, and provide monthly monitoring data in reports, with gauge recalibration required semi-annually for specific boiler models.

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SECTION 1 — CHILLER & COOLING TOWER TASKS

Completed ❑ Date: ________ ❑ Brush chiller condenser tubes (Annually) ❑Change filter in closed loop system (Monthly) ❑Check chiller and condenser pumps (Monthly) ❑Check chiller and water temperatures (Monthly) ❑Check cooler tower – clean sump screens, check belts (Monthly) ❑Check/clean cooling tower spray nozzles & hot water basins (Monthly) ❑Check/clean pumps – chiller & condenser – switch lead pump (Monthly) ❑ Inspect oil and Freon levels (Monthly) ❑Cycle/check water control valves (Monthly) ❑ Test Buildings A & B third floor temps vs chiller room (Monthly) ❑ In wintertime, check comfort boiler (Monthly)

Notes:

SECTION 2 — BOILER / BURNER COMBUSTION SYSTEM TASKS

Completed ❑ Date: ________ Combustion Chamber & Burner Cleaning ❑Clean and inspect boiler air filters (Annually) ❑Clean and inspect burner section (Annually) ❑Clean burner assemblies & ignition systems (Annually) ❑Clean combustion chamber coil (Boiler 300S-850A) (Annually) ❑ Inspect and clean burner using shop air (Boiler 300S-850A) (Annually)

Ignition & Flame Detection ❑Check igniter, clean & verify spark gap (Boiler 850) (Annually) ❑Check flame sensor (Boiler 300S-850A) (Annually) ❑ Test flame failure detection system (Boiler 300S-850A) (Annually) ❑ Verify high/low fire flame signal vs startup data (Boiler 850) (Annually) ❑Check flame failure system components (Boiler 300A-850A) (Semi Annual)

Chiller and Boiler Preventative Maintenance Check List

Gas & Air Supply ❑Check drip leg and gas strainers (Boiler 850) (Annually) ❑Check air vents for leakage (Boiler 300A-850A) (Monthly) ❑ Test intake air pressure (Boiler 300A-850A) (Monthly) ❑ Replace intake air filters when pressure ↑ by −0.5 in (Monthly)

Gas Pressures / Manifold / Firing Rate ❑Check fan speed & manifold pressure (Boiler 850) (Annually) ❑Check firing rate control vs manufacturer specs (Boiler 300A-850A) (Semi Annual) ❑ Test high and low gas pressure interlocks (Boiler 300A-850A) (Monthly)

Venting / Stack / Dampers ❑Check flue, vent, stack, or dampers (Boiler 300A-850A) (Monthly) ❑ Visually inspect burner flames (Boiler 300A-850A) (Monthly) ❑ Inspect condensation drains & traps (Boiler 300A-850A) (Monthly) ❑ Inspect venting system for leakage/deterioration (Boiler 300A-850A) (Monthly)

Safety Valves & Shutdown Devices ❑ Test safety/safety relief valves per ASME code (Boiler 850) (Annually) ❑ Replace or recondition low water cut-off device (Boiler 850) (Annually) ❑Check valve core for hum/buzz + shut-off (Boiler 300S-850A) (Annually) ❑ Perform leakage test on gas valves (Boiler 300S-850A) (Annually)

Notes:

SECTION 3 — ELECTRICAL & VFD CABINET TASKS

Completed ❑ Date: ________ ❑ Tighten all electrical connections (Annually) ❑Check and clean VFD cabinets (Pre-Season) ❑ Tighten terminals, electrical & pipe connections (Pre-Season) ❑Check condition of contactors and starters (Pre-Season) ❑ Inspect all electrical components for wear (Semi Annual)

❑ Inspect all safety switches (Semi Annual) ❑ Inspect venting/make-up/exhaust motors (Semi Annual)

Notes:

SECTION 4 — PIPING, WATER & SYSTEM LEAK CHECKS

Completed ❑ Date: ________ ❑ Inspect for water leaks (Semi Annual) ❑Check for piping leaks around pumps, mixing valves, relief valves, fittings (Monthly) ❑Check water piping for corrosion or weakness (Monthly) ❑Check expansion tank & closed loop system pressure (Monthly)

Notes:

SECTION 5 — OPERATIONAL TESTING, STARTUP & SHUTDOWN

Completed ❑ Date: ________ ❑ Turn boiler on and check ignition/operation (Semi Annual) ❑Chiller annual inspection start-up/shut-down (Pre-Season) ❑Heater boiler annual inspection start-up/shut-down (Pre-Season) ❑Walk supervisor through written start-up protocol (Pre-Season) ❑General operational comments & recommendations (Pre-Season) ❑Control operation (Pre-Season) ❑ Safety control operation (Pre-Season)

Notes:

SECTION 6 — GAUGES, RECORDING & DOCUMENTATION

❑Check and record alarms present/in history (Semi Annual) ❑ Record amp draws, pressures, temperatures (Semi Annual) ❑ Record model & serial numbers (Semi Annual) ❑ Record any repairs needed (Semi Annual) ❑ Fill out boiler tasking sheet (Semi Annual) ❑ Recalibrate gauges (Boiler 300A-850A) (Semi Annual)

Notes:

SECTION 7 — OIL SYSTEM TASKS

Completed ❑ Date: ________ ❑Oil filters (Pre-Season) ❑Oil level (Pre-Season) ❑Oil replaced — type & amount (Pre-Season) ❑Oil sample (Pre-Season)

Notes:

SECTION 8 — PUMPS & MECHANICAL MOVEMENT

❑ Inspect booster pumps for bearing wear/leakage (Semi Annual) ❑ Inspect pumps (Semi Annual)

Notes:

SECTION 9 — STRUCTURAL / PHYSICAL INSPECTION

Completed ❑ Date: ________ ❑ Inspect insulated panels for cracks/broken pieces (Annually) ❑ Inspect heat exchanger for cracks (Annually)

Notes:

SECTION 10 — CHEMICAL & SYSTEM MONITORING

Completed ❑ Date: ________ ❑Chemical testing (hardness, alkalinity, chlorides, nitrite, phosphates, pH, conductivity, biological activity) (Monthly) ❑Maintain chemical feed systems, scale/corrosion control & biocides (Monthly) ❑ Provide monthly monitoring data in reports (Monthly)

Notes:

FINAL SIGN-OFF

Technician: __________________________________________ Date: __________________ Supervisor: _________________________________________

SECTION 1 CHILLER COOLING TOWER TASKS:
Date: Off
Brush chiller condenser tubes Annually: Off
toggle_3: Off
Check chiller and condenser pumps Monthly: Off
Check chiller and water temperatures Monthly: Off
Check cooler tower clean sump screens check belts Monthly: Off
Checkclean cooling tower spray nozzles hot water basins Monthly: Off
Checkclean pumps chiller condenser switch lead pump Monthly: Off
Inspect oil and Freon levels Monthly: Off
Cyclecheck water control valves Monthly: Off
toggle_11: Off
In wintertime check comfort boiler Monthly: Off
Combustion Chamber Burner Cleaning:
Date_2: Off
toggle_14: Off
Clean and inspect burner section Annually: Off
Clean burner assemblies ignition systems Annually: Off
Clean combustion chamber coil Boiler 300S850A Annually: Off
Inspect and clean burner using shop air Boiler 300S850A Annually: Off
Check igniter clean verify spark gap Boiler 850 Annually: Off
toggle_20: Off
toggle_21: Off
toggle_22: Off
toggle_23: Off
Check drip leg and gas strainers Boiler 850 Annually: Off
Check air vents for leakage Boiler 300A850A Monthly: Off
Test intake air pressure Boiler 300A850A Monthly: Off
toggle_4: Off
Check fan speed manifold pressure Boiler 850 Annually: Off
toggle_6: Off
Test high and low gas pressure interlocks Boiler 300A850A Monthly: Off
toggle_8: Off
toggle_9: Off
Inspect condensation drains traps Boiler 300A850A Monthly: Off
Inspect venting system for leakagedeterioration Boiler 300A850A Monthly: Off
Test safetysafety relief valves per ASME code Boiler 850 Annually: Off
Replace or recondition low water cutoff device Boiler 850 Annually: Off
Check valve core for humbuzz shutoff Boiler 300S850A Annually: Off
Perform leakage test on gas valves Boiler 300S850A Annually: Off
SECTION 3 ELECTRICAL VFD CABINET TASKS:
Date_3: Off
Tighten all electrical connections Annually: Off
Check and clean VFD cabinets PreSeason: Off
Tighten terminals electrical pipe connections PreSeason: Off
Check condition of contactors and starters PreSeason: Off
Inspect all electrical components for wear Semi Annual: Off
Inspect all safety switches Semi Annual: Off
Inspect ventingmakeupexhaust motors Semi Annual: Off
SECTION 4 PIPING WATER SYSTEM LEAK CHECKS:
Date_4: Off
Inspect for water leaks Semi Annual: Off
toggle_5: Off
Check water piping for corrosion or weakness Monthly: Off
Check expansion tank closed loop system pressure Monthly: Off
SECTION 5 OPERATIONAL TESTING STARTUP SHUTDOWN:
Date_5: Off
Turn boiler on and check ignitionoperation Semi Annual: Off
Chiller annual inspection startupshutdown PreSeason: Off
Heater boiler annual inspection startupshutdown PreSeason: Off
Walk supervisor through written startup protocol PreSeason: Off
General operational comments recommendations PreSeason: Off
Control operation PreSeason: Off
Safety control operation PreSeason: Off
SECTION 6 GAUGES RECORDING DOCUMENTATION:
Date_6: Off
Check and record alarms presentin history Semi Annual: Off
Record amp draws pressures temperatures Semi Annual: Off
Record model serial numbers Semi Annual: Off
Record any repairs needed Semi Annual: Off
Fill out boiler tasking sheet Semi Annual: Off
Recalibrate gauges Boiler 300A850A Semi Annual: Off
SECTION 7 OIL SYSTEM TASKS:
Date_7: Off
toggle_9_2: Off
Oil level PreSeason: Off
Oil replaced type amount PreSeason: Off
Oil sample PreSeason: Off
SECTION 8 PUMPS MECHANICAL MOVEMENT:
Date_8: Off
Inspect booster pumps for bearing wearleakage Semi Annual: Off
Inspect pumps Semi Annual: Off
SECTION 9 STRUCTURAL PHYSICAL INSPECTION:
Date_9: Off
Inspect insulated panels for cracksbroken pieces Annually: Off
Inspect heat exchanger for cracks Annually: Off
SECTION 10 CHEMICAL SYSTEM MONITORING:
Date_10: Off
Chemical testing hardness alkalinity chlorides nitrite phosphates pH conductivity: Off
Maintain chemical feed systems scalecorrosion control biocides Monthly: Off
Provide monthly monitoring data in reports Monthly: Off
Technician:
Date_11:
Supervisor:
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