Exhibit_B_-PM_and_Tasking_Frequency.pdf

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Attached to
Vineyard Surface Water Treatment Plant- HVAC Preventative Maintenance
Solicitation number
2026-RFB-0011
Issued by
Sacramento County, San Francisco City, California

About this file

This is a Preventative Maintenance and Task Frequency Checklist document for the Sacramento County Water Agency (SCWA) related to HVAC services at the Vineyard Surface Water Treatment Plant located at 10151 Florin Road, Sacramento, California. The document outlines comprehensive preventative maintenance schedules and tasks for all HVAC systems and associated equipment at the facility, including boilers, packaged box-car air handling units (AHUs), rooftop units (RTUs), split systems, mini-split systems, air handlers, fan coils, Liebert split systems, exhaust fans, supply/roof fans, make-up air units, evaporative coolers, pumps, direct digital controls, strainers, and loop treatment systems. The maintenance tasks are categorized by equipment type and frequency, with quarterly (Q) and annual (Y) tasks distributed across four quarters (Q1, Q2, Q3, Q4). The contract term is anticipated to begin June 1, 2026, and continue through May 31, 2027, with the option to renew annually for up to four additional one-year terms, extending through May 31, 2031. A mandatory pre-bid site visit is scheduled for April 29, 2026, at 9:00 AM, with attendance and sign-in required for bid responsiveness.

The checklist specifies detailed quarterly inspection, testing, and maintenance requirements across multiple equipment categories, with most routine tasks scheduled for performance in all four quarters. Annual tasks include items such as lubrication of motors and bearings, combustion testing, coil cleaning, oil analysis, megohming compressor windings, filter flushing, and condenser coil cleaning. Specific operational requirements include weekly monitoring of alarms and operating conditions in the direct digital controls system with reporting to SCWA, quarterly cleaning of treated water strainers in buildings 51, 91, and 92, and quarterly measurement and adjustment of corrosion inhibitor levels in hot and cold water loops. The selected contractor will be responsible for delivering comprehensive preventative maintenance services, detailed inspections, performance testing, reporting, minor repairs, emergency response, and as-needed corrective services. The contract is subject to all terms and conditions established by the County's Contract and Purchasing Services Division, including compliance with applicable laws, safety standards, and prevailing wage requirements.

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Exhibit B – Preventative Maintenance and Task Frequency Checklist

Boilers- Checklist

Task Description Q/Y Q1 Q2 Q3 Q4 ☐ Inspect boiler pressure vessel for possible leaks. Q x x x x ☐ Check combustion chamber, burner and flue for flame quality, deterioration, moisture problems, condensation, and combustion products.

Y x

☐ Inspect blow-down or drain valve. Clear all debris to ensure proper operation.

Q x x x x

☐ Check control system set points, configuration, safeties, sensors and devices for optimum operation.

Q x x x x

☐ Check electrical section for dirt, debris and/or loose terminations. Q x x x x ☐ Check for fouling, corrosion, leaks or degradation. Q x x x x ☐ Check system performance under current load conditions - Document and report if not performing as per design.

Q x x x x

☐ Check expansion tank sight glass and verify pressure on bladder type tanks.

Q x x x x

☐ Check primary and/or secondary pumps for correct operation Q x x x x ☐ Check Makeup water pressure Q x x x x ☐ Verify all temperature and pressure gauges are functional and accurate. Q x x x x ☐ Lubricate all motor / bearings once per year Y x ☐ Open and clean exchangers. Must be completed by October 31. Y X ☐ Perform combustion tests and adjustment. Provide results to SCWA. Y X

Packaged Box-Car AHUs- Checklist General Q/Y Q1 Q2 Q3 Q4 ☐ Check integrity of all panels on equipment Q x x x x ☐ Check equipment controls for error codes/alarms Q x x x x ☐ Inspect unit for excessive noise and/or vibration Q x x x x ☐ Check electrical section for dirt, debris and/or loose terminations Q x x x x ☐ Check for fouling, corrosion, leaks or degradation. Q x x x x Condensing Section ☐ Check system performance under current load conditions Q x x x x ☐ Inspect electrical contacts for overheating, pitting or other signs of damage

Q x x x x

☐ Inspect compressor electrical connections Q x x x x ☐ Check refrigerant oil levels for refrigerant systems Q x x x x ☐ Check low ambient head pressure control sequence for proper operation.

(if applicable)

Q x x x x

☐ Check motor amps verify within with name plate limitations. Document and report any deficiencies.

Q x x x x

☐ Check variable frequency drive for proper operation. (if applicable) Q x x x x ☐ Check condenser fan motor wiring and mounting hardware Q x x x x ☐ Inspect compressor refrigerant manifolds for wears and signs of leaks Q x x x x ☐ Check compressor crankcase heater Q x x x x ☐ Check fan blades Q x x x x ☐ Check for excessive scales or debris on condenser coil surfaces Q x x x x ☐ Check coil fins for evidence of build-up or fouling Q x x x x ☐ Perform oil analysis for compressor wear, if necessary Y x ☐ Megohm compressor windings to inspect condition of motor insulation (if required)

Y x

☐ Check differential on drier core shells (if installed as temporary measure) Y x ☐ Lubricate motors, bearings as needed (once per year) Y x ☐ Clean condenser coil surfaces for excessive scale or debris Y x ☐ Inspect atmospheric building static reference Y x Evaporator and Blower Section ☐ Replace air filter at prescribed interval Q x x x x ☐ Check air filter and housing integrity. Correct as needed. Q x x x x ☐ Check fan belt tension, drive alignment, wear, seating and operation Q x x x x ☐ Check fan/blower wheels for balance and particulate buildup Q x x x x ☐ Secure and Inspect electrical contacts for overheating, pitting or other signs of damage

Q x x x x

☐ Check evaporator coil fins Q x x x x ☐ Check condensate pump (clean once per year if applicable) Q x x x x ☐ Check drain pan, drain line and coil for biological growth Q x x x x ☐ Check P-trap for obstructions Q x x x x ☐ Inspect for evidence of moisture carryover beyond the drain pan from colling coils

Q x x x x

☐ Check all motor and damper linkages, air filter DP switch Q x x x x ☐ Flush out P-trap one time per year prior to cooling season Y x ☐ Clean condensate pump (once per year if applicable) Y x ☐ Lubricate fan and motor bearings (once per year) Y x Heat Section ☐ Check electrical section for dirt, debris and/or loose terminations Q x x x x ☐ Check combustion chamber, burner and flue for deterioration, leaks, moisture problems, condensation, and combustion products

SA x x

Economizer & Exhaust Section ☐ Inspect electrical contacts for overheating, pitting or other signs of damage

Q x x x x

☐ Inspect all dampers for excessive noise and/or vibration. Check linkage Q x x x x ☐ Inspect control operation and note any concerns Q x x x x ☐ Check for proper damper operation: economizer, mixed air, discharge, exhaust

Q x x x x

☐ Check fan belt tension, drive alignment, wear, seating and operation Q x x x x ☐ Check variable frequency drive for correct operation (if applicable) Q x x x x ☐ Check photohelic setpoint, operation and insure gauge is covered. Q x x x x

☐ Check exhaust blower for balance and particulate buildup Y x ☐ Lubricate fan and motor bearings (as necessary) Y x

Rooftop Units (RTUs)- (Package Gas/Electric Units) – Checklist

☐ Replace air filter at prescribed interval. Q x x x x ☐ Check air filter housing integrity. Q x x x x ☐ Check economizer, Mixed air, Exhaust Air damper linkages and control operation. Clean fresh air pre filter as needed

Q x x x x

☐ Check integrity of all panels on equipment. Q x x x x ☐ Check electrical section for dirt, debris and/or loose terminations or pitted contactors.

Q x x x x

☐ Check all electrical components are operational within factory specifications - Document and submit any irregular conditions.

Q x x x x

☐ Check system performance in heating and cooling under current load conditions - Document and report if not performing as per design.

Q x x x x

☐ Check fan belt tension, drive alignment, wear, seating and operation. Q x x x x ☐ Check fan blades for balance and particulate buildup. Q x x x x ☐ Check all heating circuit safeties and components Q x x x x ☐ Check for excessive scale or debris on condenser coil surfaces. Clean once per year.

Q x x x x

☐ Visually inspect areas of moisture accumulation for biological growth. Q x x x x ☐ Check coil fins for evidence of build-up or fouling. Q x x x x ☐ Inspect for evidence of moisture carryover beyond the drain pan from cooling coils.

Q x x x x

☐ Check combustion chamber, burner and flue for deterioration, leaks, moisture problems, condensation, and combustion products.

Q x x x x

☐ Check variable frequency drive for proper operation. (if applicable) Q x x x x ☐ Flush out P-trap one time per year prior to cooling season. Y x ☐ Clean excessive scale or debris on condenser coil surfaces. Y x ☐ Check for evidence of build-up or fouling on heat exchange surfaces. Y x ☐ Lubricate field serviceable bearings If applicable once per year. Y x

Split Systems/ VRF/ Mini Split - Checklist Task Description Q/Y Q1 Q2 Q3 Q4 ☐ Replace air filter at prescribed interval. Q x x x x ☐ Check air filter housing integrity. Q x x x x ☐ Check control system and devices for proper operation. Q x x x x ☐ Check fan blades. Q x x x x ☐ Check and TD across evaporator coils Q x x x x ☐ Check integrity of all panels on equipment. Q x x x x ☐ Check coil fins for fouling, corrosion or degradation. Q x x x x ☐ Check condensate pumps if applicable. (clean once per year) Q x x x x ☐ Check P-trap for obstructions. Q x x x x ☐ Inspect for evidence of moisture carryover beyond the drain pan from equipment cabinet ☐ Perform refrigerant level check on system. Q x x x x ☐ Check all electrical components are operational within factory specifications -Document and submit any irregular conditions.

Q x x x x

☐ Flush out P-trap one time per year prior to cooling season. Y x ☐ Lubricate field serviceable bearings If applicable once per year Y x

Air Handlers & Fan Coils (91-FC-1) - Checklist Task Description Q/Y Q1 Q2 Q3 Q4 ☐ Replace air filter at prescribed interval. Q x x x x ☐ Check air filter housing integrity. Q x x x x ☐ Check economizer, Mixed air, Exhaust Air damper linkages and control operation. Clean fresh air pre filter as needed

Q x x x x

☐ Check integrity of all panels on equipment. Q x x x x ☐ Check electrical section for dirt, debris and/or loose terminations or pitted contactors.

Q x x x x

☐ Check all electrical components are operational within factory specifications - Document and submit any irregular conditions.

Q x x x x

☐ Check variable frequency drive for proper operation. (If applicable) Q x x x x ☐ Check fan belt tension, drive alignment, wear, seating and operation. Q x x x x ☐ Check evaporator coil fins for fouling, corrosion or degradation. Q x x x x ☐ Visually inspect areas of moisture accumulation for biological growth. Q x x x x ☐ Check and verify Strip heat and defrost circuit (if applicable) Q x x x x ☐ Check drain pan, drain line and coil for biological growth. Q x x x x ☐ Check P-trap for obstructions. Q x x x x ☐ Inspect for evidence of moisture carryover beyond the drain pan from equipment cabinet

Q x x x x

☐ Flush out P-trap one time per year prior to cooling season. Y x ☐ Check condensate pump. Clean once per year (if applicable). Y x ☐ Lubricate field serviceable bearings If applicable once per year. Y x

Liebert Split Systems - Checklist Filters Q/Y/SA Q1 Q2 Q3 Q4 ☐ Replace 1” Pre-Filters Q x x x x ☐ Replace 2” Filter (Challenger 3000) SA x x ☐ Replace 4” Filters (Deluxe System 3) SA x x ☐ Check air flow is unrestricted SA x x ☐ Check filter switch SA x x ☐ Wipe section clean SA x x Blower Section ☐ Check blower wheel free of debris Q x x x x ☐ Check belt tension and condition Q x x x x ☐ Check sheaves for wear and play Q x x x x ☐ Check bearings free and in good condition SA x x ☐ Inspect and tighten electrical connections SA x x

Compressor Section ☐ Check for leaks Q x x x x ☐ Check oil levels SA x x ☐ Inspect and righten electrical connections SA x x Air Cooled Condenser ☐ Verify condenser coil clean. Annual cleaning Q x x x x ☐ Check fan lade condition. Q x x x x ☐ Check motor mount is tight SA x x ☐ Bearings free and in good condition SA x x ☐ Verify refrigerant lines properly supported SA x x ☐ Inspect and tighten electrical connections SA x x ☐ Clean condenser coil annually Y x Refrigeration Cycle/Section ☐ Check for moisture visually (sight glass) Q x x x x ☐ Check refrigerant level visually (sight glass) Q x x x x ☐ Check suction pressure SA x x ☐ Check refrigerant lines SA x x ☐ Check head pressure SA x x ☐ Check superheat at compressor SA x x Reheat ☐ Check reheat element operation Q x x x x ☐ Inspect elements for cleanliness SA x x ☐ Inspect and tighten electrical connections SA x x Infrared Humidifier ☐ Check drain pan for clogs Q x x x x ☐ Check humidifier lamps Q x x x x ☐ Check lans for mineral deposits Q x x x x ☐ Inspect and tighten electrical connections SA x x Air Distribution ☐ Check air flow is unrestricted in grille area Q x x x x ☐ Check floor tiles are clear for air flow Q x x x x Electric Panel ☐ Check equipment controls for error codes/alarms Q x x x x ☐ Check fuses SA x x ☐ Inspect and tighten electrical connections SA x x ☐ Check operation sequence SA x x ☐ Check contractors for pitting/operation SA x x Readings ☐ Temperature setpoint Q x x x x ☐ High & Low Temp Alarm setpoints Y x ☐ Amp readings for blower motor Y x ☐ Record motor voltage Y x

Exhaust Fans/Power Vents- Checklist

☐ Check integrity of all panels on equipment. Q x x x x

☐ Check rain guard Q x x x x ☐ Check belt guard Q x x x x ☐ Check fan belt tension, drive alignment, wear, seating and operation. Q x x x x ☐ Check fan wheel for balance and particulate buildup. Q x x x x ☐ Check for proper rotation Q x x x x ☐ Check electrical terminations for starter or contactor verify contact pad condition

Q x x x x

☐ Check electrical section for dirt, debris and water intrusion. Q x x x x ☐ Check system operation is within name plate limitations. Document and report any deficiencies

Q x x x x

☐ Check debris / grease build up on blower wheel. Document and report if cleaning or balance is required.

Supply/Roof Fans- Checklist

☐ Check integrity of all panels on equipment. Q x x x x ☐ Check insulation inside unit covers. Q x x x x ☐ Wash air intake pre-filters as necessary. Q x x x x ☐ Check variable frequency drive for proper operation. (If applicable) Q x x x x ☐ Check fan belt tension, drive alignment, wear, seating and operation. Q x x x x ☐ Check fan wheel /blades for balance and particulate buildup. Q x x x x ☐ Check for proper rotation. Q x x x x ☐ Check system performance in heating and cooling under current load conditions -Document and report if not performing as per design.

Q x x x x

☐ Check electrical section for dirt, debris and/or loose terminations or pitted contactors.

☐ Lubricate field serviceable bearings if applicable once per year Y x

Make-Up Air Units (MAUs)- Checklist

☐ Check pre filter condition and wash as needed Q x x x x ☐ Check integrity of all panels on equipment. Q x x x x ☐ Check electrical section for dirt, debris and/or loose terminations. Q x x x x ☐ Check fan belt tension, drive alignment, wear, seating and operation. Q x x x x ☐ Check fan wheel for balance and particulate buildup. Q x x x x ☐ Check for proper rotation. Q x x x x ☐ Check variable frequency drive for proper operation. (If applicable) Q x x x x ☐ Lubricate field serviceable bearings if applicable once per year Y x

Evaporative Coolers- Checklist

☐ Check integrity of all panels on equipment. Q x x x x ☐ Check fan belt tension, drive alignment, wear, seating and operation. Q x x x x

☐ Check Cooling Pads (media) for general condition. Q x x x x ☐ Check water supply float control adjustment. Q x x x x ☐ Visually inspect pumps and associated electrical components. Q x x x x ☐ Check water distribution nozzles are free of debris. (Annual Pre-Season) Y x ☐ Clean pump screen of debris. (Annual Pre-Season) Y x ☐ Lubricate field serviceable bearings if applicable once per year Y x ☐ Remove stand pipe and drain sump. (Post-Season) Y x ☐ Shut off water supply line and bleed off residual water in supply line. (Post- Season)

Y x

Pumps- Checklist

☐ Check control system and devices for proper operation Q x x x x ☐ Check variable frequency drive for proper operation (if applicable) Q x x x x ☐ Visually inspect pumps and associated electrical components Q x x x x ☐ Visually inspect seals, gaskets and couplings for leaks Q x x x x ☐ Check for proper fluid flow. Q x x x x ☐ Check electrical section for dirt, debris and/or loose terminations Q x x x x ☐ Check magstarter for pitting or other signs of damage (if applicable) Q x x x x ☐ Check drive alignment, wear, bearing and coupling seating and operation Q x x x x ☐ Check strainer flow to determine if basket needs to be cleaned- Document and report findings

Q x x x x

☐ Lubricate all motor/bearings once per year Y x

Direct Digital Controls- Checklist Task Description (billed quarterly) We ekl y

Q1 Q2 Q3 Q4

☐ Check alarms and operating conditions in the controls each Monday.

Report findings to SCWA in writing and prepare estimates to correct any deficiencies.

W x x x x

Clean Strainers- Checklist Task Description Q Q1 Q2 Q3 Q4 ☐ Clean treated water strainers in buildings 51, 91 and 92. Report findings each quarter to SCWA.

Loop Treatment and Test- Checklist Task Description Q Q1 Q2 Q3 Q4 ☐ Measure and adjust building 51, 91 and 92 hot and cold water loops’ corrosion inhibiter levels. Report findings each quarter to SCWA.

Boilers- Checklist
Packaged Box-Car AHUs- Checklist
Rooftop Units (RTUs)- (Package Gas/Electric Units) – Checklist
Split Systems/ VRF/ Mini Split - Checklist
Air Handlers & Fan Coils (91-FC-1) - Checklist
Liebert Split Systems - Checklist
Exhaust Fans/Power Vents- Checklist
Supply/Roof Fans- Checklist
Make-Up Air Units (MAUs)- Checklist
Evaporative Coolers- Checklist
Pumps- Checklist
Direct Digital Controls- Checklist
Clean Strainers- Checklist
Loop Treatment and Test- Checklist

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