JC_1_1501000 C Facility Management_UH.pdf

1501000 – Facility Management For Unaccompanied Housing (UH) Table of Contents

Spec Item Title 1 General Information

1.1 Concept of Operations

2 Management and Administration

2.1 Definitions and Acronyms

2.2 Personnel

2.2.1 Certification, Training, and Licensing

2.3 Special Requirements

2.3.1 System Access

2.3.2 Facility Investment Strategy

2.4 References and Technical Documents

3 Recurring Work

3.1 Work Control

3.1.1 Service Request Reception

3.1.2 Work Induction

3.1.3 Work Order Tracking

3.2 Infrastructure Condition Assessment Program (ICAP) Services

3.2.1 Inventory Management

3.2.2 Condition Assessment (Dynamic)

3.2.3 Condition Assessment (Non-Dynamic)

4 Non-Recurring Work

1501000 – Facility Management For UH Spec Item

Title Description

1 General Information The Contractor shall provide all labor, management, supervision, tools, materials, and equipment necessary to perform facility management services at Guam, Marianas.

NBG – 20 UH buildings and 1 warehouse Buildings 3, 5, 7, 8, 9, 10, 11, 12, 13, 14, 15, 15A, 16, 17, 18, 19, 20, 22, 23, 24 and Warehouse 72.

Apra Palms 50 Units (1, 2, 3, 4, 5, 6, 7, 8, 10, 12, 46, 48, 50, 52, 54, 56, 70, 72, 74, 76, 81, 83, 85, 87, 89, 91, 121, 123, 125, 127, 134, 136, 138, 140, 141, 143, 145, 147, 149, 151, 150, 152, 154, 156, 153, 155, 157, 159, 161, and 163).

Camp Covington – 7 UH buildings Buildings 579, 580, 581, 582, 583, 584 and 585

NAVHOSP – Coral Ridge – 22 UH buildings (44 Units) Duplex Houses Divested to UH Buildings H29, H30, H31, H32, H33, H34, H35, H36, H37, H38, H39, H40, H41, H42, H43, H44, H45, H46, H47, H48, H49 and H50

Naval Base Guam Munitions Site - Bachelor Quarters UH Buildings 401, 769, and 859 Support Facilities: B-860 (mechanical room, kitchenette, laundry room), and B- 711 (BBQ Pavilion).

MARINE CORPS BASE CAMP BLAZ (MCBCB) – BOQ & BEQ

Buildings 2140, 1440, 1420, 1430, 2020, 2200, 2030, 2050, 2070, and 2060 Support Facilities: Community Core Buildings (CCB) & Recreational Pavilions 2140B, 2140C, 1440A, 1420A, 1430A, 2020A, 2200B, 2200C, 2030A, 2050A, 2070A, and 2060A See J-1402000-31/-32/-33, and -35

1.1 Concept of Operations The intent of 1501000 Facility Management is to specify the requirements for facility planning and asset management services including, but not limited to, work control, service call reception, Condition Based Maintenance Management (CBMM) / Infrastructure Condition Assessment Program (ICAP) support, Special and MILCON project documentation preparation, Regional Shore Installation Plan (RSIP) support, Basic Facility Requirements (BFR) determination, space management planning, real property records maintenance, real estate management support, and technical library operation.

Item

Title Description

2 Management and Administration

2.1 Definitions and

Acronyms

Definitions and Acronyms are listed in J-1501000-01.

2.2 Personnel The Contractor shall provide personnel with the qualifications, technical knowledge, experience and skills required to provide facility management services.

2.2.1 Certification, Training, and Licensing

The Contractor’s personnel who regularly engage in customer interface shall present a professional appearance and use customer interaction best practices. Contractor personnel shall complete customer service training within 30 days of assignment and attend refresher training annually thereafter.

2.3 Special Requirements

2.3.1 System Access The Government will provide access to system NAVFAC MAXIMO.

The Contractor shall submit a complete list of personnel requiring access to these systems per Section F. The Contractor shall provide information on each employee as required by Government information technology personnel.

Additional information regarding NAVFAC MAXIMO data requirements and account access is provided in Annex 0200000.

2.3.2 Facility Management

Strategy

The Contractor shall engage in the facility management strategy to provide efficient and effective facilities that directly support warfighter readiness at the lowest possible life cycle cost, while maintaining fully functional capabilities.

2.4 References and Technical

Documents

References and Technical Documents are listed in J-1501000-02.

Item

Title

Performance Objective

Related Information

Standard

3 Recurring Work The Contractor shall provide facility management services to ensure real property infrastructure supports installation mission requirements.

The Contractor shall perform facilities management, maintenance management, engineering and real property planning services for buildings, grounds structures, and equipment for inventory listed in Annex 2.

Site maps are provided across the J Attachments of the other annexes that pertain and connect to this HOMS COMS contract for reference.

The Contractor shall comply with installation facility management reporting and coordination requirements identified herein and in Annex 1502000.

Facility management services are performed as specified.

3.1 Work Control The Contractor shall

perform work control to ensure requests for services are properly received, identified, tracked and reported in a timely manner.

The requirements for work control should be used only when the Contractor is performing the work reception/dispatch function for this contract. The Contractor’s internal work reception and control is covered in Annex 2.

The Contractor shall utilize NAVFAC MAXIMO for entry and updates to service requests and work orders following the steps of the relevant processes identified herein and in attachment J-1501000-09.

A listing of Government designated customer interface representatives will be provided after contract award and updated as changes occur.

Service request and work order data is complete and accurate.

Service requests are inputted in NAVFAC Maximo within specified time.

3.1.1 Service Request

Reception

The Contractor shall receive Emergency/ Urgent/Routine service requests to ensure work requirements are properly received, prioritized, and routed for execution in a timely manner.

The Contractor shall verbally and electronically receive all Service Order call requests 24 hours per day, seven days per week.

The Contractor shall receive service requests from internal and external customers via Government designated customer interface representatives and input into NAVFAC Maximo and in accordance with the Maximo User Guide.

The Contractor shall obtain the following information for each Service Order request:

Emergency/Urgent/ Routine service request input is

Emergency/Urgent/ Routine service requests are received and input into NAVFAC Maximo within 15 minutes following receipt.

No more than one validated customer

Standard

1. Site (installation) name,

2. Facility (building) number,

3. Detailed location information

(e.g., first floor, north end of building),

4. Point of contact name (Customer Interface Representative for Urgent and Routine Service Orders; any person for Emergency Service Orders),

5. Telephone number,

6. Email address, and

7. Description of the problem that requires correction.

The Contractor shall classify each Service Order as an Emergency Service Order, Urgent Service Order, or Routine Service Order, and shall enter all information into NAVFAC Maximo within 15 minutes following receipt.

The Contractor shall review all Emergency service order requests to ensure that requests falls within the definition of an Emergency service order. If it is NOT an emergency, reclassify the request as an Urgent or Routine service order.

The Contractor shall properly classify service requests as directed in J- 1502000-09.

The Contractor shall follow Attachment J-1501000-09, Service Orders Task Sheet to receive all service requests for Unaccompanied Housing, 24 hours per day, seven days per week at all Work Reception and Dispatch Centers.

Any service request that meets the requirements for induction as a project work order shall be processed per Spec Item 3.1.2, Work induction.

A list of all Service requests received shall be delivered to the following offices no later than 10:00 a.m. next Government business day:

complaints per month.

All telephone calls answered within 30 seconds.

Standard

1. Unaccompanied Housing

3.1.2 Work Induction The Contractor shall

induct work to ensure service requests are properly received, identified and documented in a timely manner.

The process for induction and routing of service requests is identified in Attachment J-1501000-09.

The Contractor shall receive service requests from internal and external customers and input into NAVFAC MAXIMO within four hours of receipt of request.

The Contractor shall follow-up as necessary to collect additional information related to the service request to support proper work induction.

NETOPS #41 NAVFAC MAXIMO

WORK ORDER FIELDS,

SUPPLEMENTAL INSTRUCTIONS:

1. NETOPS References

a. NAVFAC MAXIMO User Guide (MUG) v2.0

b. NAVFAC MAXIMO UNIFORMAT List

2. Asset identification

a. The Work Order module provides multiple locations to enter the appropriate asset number. Generally, the “Asset” field on the ‘Work Order’ tab is the most convenient spot for entering the asset number. Populating this field will auto-fill the Master System field for the work order.

Informational Note:

“Asset” in the Work Order module maps to the field “ASSETNUM” in the NAVFAC MAXIMO database.

3. Master System UNIFORMAT

a. The Master System field is located on the ‘Work

Service request input is complete and accurate and routed as specified.

Service requests are input into NAVFAC MAXIMO within four hours of receipt.

All NETOPS &

NAVFAC MAXIMO

requirements are met as specified.

Standard

Order Detail’ tab in

NAVFAC MAXIMO.

All available Master Systems are listed in Reference (b); however, Table 1 below lists the most commonly used ones.

4. Per NETOPS 41, all Emergency, Urgent, and Routine work orders shall have an asset identified and associated to the work order. For assets with no assigned asset number or for work orders where no asset is appropriate, a master system UNIFORMAT that is applicable to the work order shall be selected. Special effort to capture specific HVAC assets is requested to support the NAVFAC Strategic Design 2.0 initiative to reduce HVAC service/breakdown calls.

5. See J-1501000-05/-06/-07/-08 for additional details and requirements pertaining to FRCS & Technical Project Development. The Contractor shall deliver FRCS Bypass Full Auto Report and FRCS System Alarms Report as specified per Section F.

6. See attachment J-1501000-09

“NETOPS #41 NAVFAC

MAXIMO WORK ORDER

FIELDS, ENCLOSURE 1:

SUPPLEMENTAL

INSTRUCTIONS” for additional details and requirements.

3.1.3 Work Order

Tracking

The Contractor shall perform work order tracking to ensure status of work orders are properly updated and work is monitored for timely completion.

The Contractor shall monitor all open work orders within NAVFAC MAXIMO by entering appropriate status updates, identifying key issues, and by closing out completed work orders within 24 hours.

The Contractor shall provide updates on work order status to Government designated customer interface

Work order data is

Completed work orders are closed out within 24 hours.

Standard representatives within one hour of request during regular working hours.

Contractor shall participate in all required meetings and provide an accurate status of customer generated work when prompted.

The Contractor shall submit a weekly work order report detailing work orders completed during the prior week and the status of all outstanding work orders per Section F.

3.2 Infrastructure

Condition Assessment Program

(ICAP)

Services

The Contractor shall perform ICAP services to ensure accurate asset inventory and condition information to properly support Condition Based Maintenance Management

(CBMM).

As part of CBMM, the Contractor shall perform ICAP services by maintaining an accurate asset inventory within NAVFAC MAXIMO and performing periodic condition assessments.

An initial asset inventory will be available in NAVFAC Maximo at contract start.

NAVFAC Maximo asset data is complete and accurate.

Asset condition assessment is

NAVFAC Maximo data is updated within one business day.

3.2.1 Inventory

Management

The Contractor shall manage asset inventory to ensure accurate asset information is available for

CBMM.

The Contractor is responsible for updates to asset data for all facilities and equipment regardless of whether or not they are maintained under this contract.

The Contractor shall be responsible for all changes to asset inventory updates within NAVFAC MAXIMO including adding, deactivating, and updating assets.

For assets installed, removed, or replaced outside of this contract, the Contractor shall receive and validate inventory information provided by the Government and update asset data within NAVFAC MAXIMO.

The Contractor shall update NAVFAC MAXIMO upon identification of discrepancies in inventory (e.g. assets with incorrect data elements, assets that no longer exist, or assets found that are not within current inventory).

Asset data is updated no later than five working days of identification or notification of change.

Asset data fields required in NAVFAC MAXIMO are

Standard

The Contractor shall submit a Summary of NAVFAC MAXIMO Asset Changes report per Section F.

Required data fields for updates to asset information are indicated in Annex 020000 to include master system, system, and sub-system using the appropriate Uniformat codes.

The Government will provide format requirements for nomenclature of assignment of new asset numbers.

The process for providing NAVFAC MAXIMO asset updates are specified in Annex 0200000.

3.2.2 Condition

Assessment (Dynamic)

The Contractor shall assess and document asset condition for dynamic equipment to ensure accurate condition information is available for

CBMM.

The Contractor shall perform condition assessments on all equipment maintained under the Preventive Maintenance (PM) and Facility Investment to support ICAP and CBMM.

The Contractor shall assess equipment condition annually and document the characteristic meter readings.

Condition assessments shall also be updated after equipment/assets have been repaired or replaced and any time a significant change in condition is noted.

Depending on the type of equipment, as related by Uniformat Classification, the Contractor must assess the condition of one to 12 meters. The meter group description and direct condition rating guidance for each Uniformat Classification is listed in J- 1501000-03. The general direct condition rating guidance is shown in J-1501000-04.

characteristic meter reading information, as well as the process for providing characteristic meter reading updates are specified in Annex 0200000.

Informational Note:

Characteristic Meter Reading updates for all required assets do not exceed 365 days.

Characteristic Meter Reading data fields required in NAVFAC Maximo are complete and accurate.

Direct condition rating is reflective of current asset status.

Inspections are conducted as per approved schedule.

Standard

Condition Assessments are typically performed by the maintenance technician on an annual basis during the most invasive Preventive Maintenance (PM) circumstances.

3.2.3 Condition

Assessment (Non-Dynamic)

The Contractor shall assess and document asset condition for non-dynamic equipment to ensure accurate condition information is available for

CBMM.

The Contractor shall assess non-dynamic assets at least once every five years.

During inspection, the Contractor shall confirm the asset inventory accurately reflects the components that exist in the building or structure.

During the assessment, the Contractor shall update the ICAP asset data for existing assets, and collect ICAP asset data for newly discovered assets. The Contractor shall update NAVFAC Maximo within 15 calendar days.

The Contractor shall perform condition assessments on facilities and structures to support ICAP and

CBMM.

Depending on the type of equipment, as related by Uniformat Classification, the Contractor must assess the condition of one to 12 meters. The meter group description and direct condition rating guidance for each Uniformat Classification is listed in J- 1501000-03. The general direct condition rating guidance is shown in J-1501000-04.

characteristic meter reading information are indicated in Annex 0200000.

The process for providing NAVFAC MAXIMO characteristic meter reading updates are specified in Annex 0200000.

Asset inventory accurately identifies the existence and the condition of building and structure components and equipment.

All scheduled assessments performed.

Inspection findings are entered into NAVFAC Maximo within one business day.

Buildings and structures assessed in accordance with

BPMS B-15.1.1

1501000 - Facility Management For UH

Item

Title Performance Objective

Related Information Performance Standard

4 Non-recurring Non-recurring work Refer to Non-recurring work Work may be ordered ELINs for task listings, utilizing DoD descriptions and related FEDMALL in requirements. All periods of accordance with performance are measured from Section H or on a issue date of order to acceptance task order in of the work. Performance accordance with the Standards for Non-recurring work PROCEDURES FOR will be the same as those in Spec ISSUING ORDERS Item 3 where applicable.

clause in Section G.

The order will specify the exact locations and types of work to be accomplished. The period of performance will be specified in each order.

1501000 – FACILITY MANAGEMENT

SECTION F: DELIVERIES OR PERFORMANCE

DELIVERABLES

Annex/ Spec Item

Form Attachmen t Number Deliverable Title

Date (s) of Submission

Distribution

Frequency Original/ Copies

Number of Copies (includin g original)

1501000/ 2.3.1

N/A System Access Personnel Listing

Within 30 calendar days after contract award

COR/KO 2 Upon award and any change in personnel

1501000/ 3.1.2

N/A FRCS Bypass Full Auto Report

As Specified COR/KO 2 Daily

1501000/ 3.1.2

N/A FRCS System Alarms Report

As Specified COR/KO 2 Daily

1501000/ 3.1.3

N/A NAVFAC

MAXIMO Work Order Report

By 0900 the first workday of each week

COR/KO,

PWO,

DPWO, &

FMD

5 Weekly

1501000/ 3.2.1

N/A NAVFAC

MAXIMO Asset Changes Report

By COB the third workday of each month

COR/KO

& FMD

3 Monthly

SECTION J

DOCUMENTS, EXHIBITS, AND OTHER ATTACHMENTS

TABLE OF CONTENTS

ATTACHMENT NUMBER ATTACHMENT TITLE

J-1501000-01 Definitions and Acronyms J-1501000-02 References and Technical Documents J-1501000-03 Meter Group Descriptions and Direct Conditions Rating Guide J-1501000-04 General Direct Condition Rating Guidance J-1501000-05 Historical Data for Project Development Requirements J-1501000-06 Inventory of Technical Library J-1501000-07 FRCS Cybersecurity Program J-1501000-08 FRCS Roles and Responsibilities J-1501000-09 NETOPS #41 Maximo Work Order Fields, Enclosure 1: Supplemental

Instructions

ATTACHMENT J-1501000-01

DEFINITIONS AND ACRONYMS

DEFINITION DESCRIPTION

BFR Basic Facility Requirements CBMM Condition Based Maintenance Management Condition Based Maintenance Management

A maintenance philosophy that encompasses a condition management cycle that is sustained throughout the entire life-cycle of a facility and its constituent component sections, or assets.

Facilities Life Cycle A facilities life cycle is divided into four stages, requirements (planning and design), acquisition (construction and acceptance), stewardship (operations, maintenance and repair), and disposal.

Facilities Maintenance Management

The planning, prioritizing, organizing, controlling, reporting, evaluating, and adjusting of facilities maintenance operations to support the CNO/NAVFAC facilities policy and objectives and satisfy customers’ facility needs. Defined by the International Facility Management Association as “the practice of coordinating the physical workplace with the people and work of the organization.”

HOMS / COMS Housing Operations and Maintenance Services and Change of Occupancy Maintenance Services

ICAP Infrastructure Condition Assessment Program IMP Integrated Maintenance Program Infrastructure Condition Assessment Program

A foundational component of Condition Based Maintenance Management (CBMM). ICAP comprises three of the four CBMM quadrants: Inventory, Assessment, and Analysis.

Life-Cycle Costs A form of economic analysis that considers the total cost of owning, operating, and maintaining a building or system over its useful life.

MDI Mission Dependency Index MILCON Military Construction PM Preventive Maintenance POAM Plan of Action and Milestones Real Property Land and improvements to land (i.e., facilities). It includes equipment affixed and built into the facility as an integral part of the facility (such as heating systems), but not movable equipment (e.g., plant equipment, industrial equipment, buoys).

Restoration Restoration of real property to such a condition that it can be used for its intended purpose. Includes repair or replacement work to restore facilities damaged by inadequate sustainment, excessive age, natural disaster, fire, accident or other causes.

RSIP Regional Shore Infrastructure Plan Sustainment Maintenance and repair activities necessary to keep a typical inventory of facilities in “normal working condition”. Sustainment includes regularly scheduled maintenance as well as cyclical major repairs or replacement of components that occur periodically over the expected service life of the facilities.

Uniformat Classification A standard classification of building components established by the National Institute of Standards and Technology.

ATTACHMENT J-1501000-02

REFERENCES AND TECHNICAL DOCUMENTS

REFERENCE TITLE

DODD 6055.9 DoD Explosives Safety Management and the DoD Explosives Safety Board NAVFAC P-78 Real Property Inventory Procedures Manual NAVFACINST 11010.45 Regional Planning Instruction (Site Approval Process) OPNAVINST 11000.16 Command Responsibility for Shore Activity Land and Facilities OPNAVINST 11010.20 Navy Facilities Projects OPNAVINST 11011.10 Utilization of Navy Real Property SECNAVINST 11011.47 Acquisition, Management, and Disposal of Real Property and Real Property

Interests by the Department of the Navy UFC 2-000-5N Facility Planning Criteria for Navy/Marine Corps Shore Installations

ATTACHMENT J-1501000-03

METER GROUP DESCRIPTIONS AND DIRECT CONDITION RATING GUIDANCE

B2030410 - Overhead Doors Meter & Description Direct Condition Rating Guidance Condition CR-5200 - Record the condition of the Controls

GREEN: Controls function properly AMBER: Controls need calibrating RED: Controls are damaged and/or not operational

CR-5250 - Record the condition of the Door

GREEN: Door has minimal damage and corrosion, is square and securely fastened AMBER: Door has noticeable damage and corrosion, may be slightly displaced, but does not affect door operation or safety RED: Door has significant damage and/or corrosion, noticeably displaced, and may be structurally unsound or affect door operation

CR-5415 - Record the condition of the Guides

GREEN: Guides/Stops/Rollers/Pulleys show no signs of wear or damage, and are properly secured and aligned AMBER: Guides/Stops/Rollers/Pulleys show slight wear, and/or may be slightly lose or misaligned RED: Guides/Stops/Rollers/Pulleys have noticeable damage or wear, and are insecurely fastened and/or misaligned

CR-5505 - Record the condition of the Motor

GREEN: Motor operates properly, free of excessive noise/vibration, or overheating AMBER: Motor exhibits unusual noise/vibration, but still operational, may require maintenance RED: Motor exhibits excessive noise/vibration, overheating, and/or operation is significantly impaired

ATTACHMENT J-1501000-08

B2030901 - Hangar Doors

CR-5050 - Record the condition of the Brakes

GREEN: Brakes have minimal wear AMBER: Brakes have noticeable wear, may exhibit unusual noise, but are still operational RED: Brakes have significant wear, excessive noise, or may not function properly

CR-5200 - Record the condition of the Controls

GREEN: Controls function properly

CR-5250 - Record the condition of the Door

GREEN: Door has minimal damage and corrosion, is square and securely fastened AMBER: Door has noticeable damage and corrosion, may be slightly displaced, but does not affect door operation or safety RED: Door has significant damage and/or corrosion, noticeably displaced, and may be structurally unsound or affect door operation

CR-5415 - Record the condition of the Guides

GREEN: Guides/Stops/Rollers/Pulleys show no signs of wear or damage, and are properly secured and aligned AMBER: Guides/Stops/Rollers/Pulleys show slight wear, and/or may be slightly lose or misaligned RED: Guides/Stops/Rollers/Pulleys have noticeable damage or wear, and are insecurely fastened and/or misaligned

CR-5505 - Record the condition of the Motor

GREEN: Motor operates properly, free of excessive noise/vibration, or overheating AMBER: Motor exhibits unusual noise/vibration, but still operational, may require maintenance RED: Motor exhibits excessive noise/vibration, overheating, and/or operation is significantly impaired

D3020130 - Boiler, Cast Iron, Hot Water, Gas

CR-5060 - Record the condition of the Burner Assembly

GREEN: Burners have minimal damage or corrosion, but is fully operational AMBER: Burners have noticeable damage or corrosion, flame quality may need adjustment, but still operationally sound RED: Burners have significant damage or corrosion, may be lose or displaced, improper flame, and is not operationally sound

CR-5200 - Record the condition of the Controls

GREEN: Controls function properly

CR-5365 - Record the condition of the Firebox/Fire Tubes

GREEN: Firebox has minimal damage or corrosion AMBER: Firebox has noticeable damage or corrosion, but no cracks or holes RED: Firebox has significant damage or corrosion, cracks or holes may be present

CR-5370 - Record the condition of the Flue

GREEN: Flue has minimal damage, is secured and aligned properly, and fully operational AMBER: Flue has noticeable damage and corrosion, may be slightly lose or misaligned, but still operational RED: Flue has significant damage and corrosion, noticeably lose, misaligned, or missing, and/or operationally impaired

CR-5380 - Record the condition of the Fuel System

GREEN: Little to no damage or corrosion, secure connections, no leaks, fully operational AMBER: Fuel System has noticeable damage or corrosion, but free of leaks, fully operational RED: Fuel System has significant damage or corrosion, significant leaking, and/or is operationally impaired

CR-5530 - Record the condition of the Piping/Fittings/Valves

GREEN: Piping/fittings free of leaks, all connections are tight, valves operate properly, insulation is in place, minimal corrosion AMBER: Piping/Fittings show noticeable signs of corrosion, missing or damaged insulation, but connections are tight and no leaking RED: Piping/Fittings are damaged and leaking, valves are not functioning, significant internal scale and corrosion may lead to clogs

CR-5540 - Record the condition of the Pressure Vessel

GREEN: Tank has little to no damage or corrosion, no leaks, insulation is intact where applicable, stable and secure AMBER: Tank has some damage or corrosion, insulation may be mission, very minor leaks may be present, but overall holds its contents, is stable and secure RED: Tank has noticeable damage, punctures, holes, and leaks, may be unstable or not fully secured

CR-5690 - Record the condition of the Wiring/Connections

GREEN: Wiring is protected/insulated and connections are secure AMBER: Wiring is may be frayed but not exposed, connection are generally secure, no noticeable risk of unintentional grounding RED: Wiring is significantly deteriorated or frayed, connection are lose, or risk of unintentional grounding

D3020134 - Boiler, Cast Iron, Steam, Gas

CR-5060 - Record the condition of the Burner Assembly

GREEN: Burners have minimal damage or corrosion, but is fully operational AMBER: Burners have noticeable damage or corrosion, flame quality may need adjustment, but still operationally sound

GREEN: Controls function properly

GREEN: Firebox has minimal damage or corrosion

CR-5520 - Record the condition of the Pipes/Fittings/Valves

GREEN: Piping/fittings free of leaks, all connections are tight, valves operate properly, insulation is in place, minimal corrosion AMBER: Piping/Fittings show noticeable signs of corrosion, missing or damaged insulation, but connections are tight and no leaking

GREEN: Tank has little to no damage or corrosion, no leaks, insulation is intact where applicable, stable and secure AMBER: Tank has some damage or corrosion, insulation may be mission, very minor leaks may be present, but overall holds its contents, is stable and secure

D3020136 - Boiler, Cast Iron, Hot Water, Gas/Oil

CR-5060 - Record the condition of the Burner Assembly

GREEN: Burners have minimal damage or corrosion, but is fully operational AMBER: Burners have noticeable damage or corrosion, flame quality may need adjustment, but still operationally sound

GREEN: Controls function properly

GREEN: Firebox has minimal damage or corrosion

GREEN: Little to no damage or corrosion, secure connections, no leaks, fully operational AMBER: Fuel System has noticeable damage or corrosion, but free of leaks, fully operational

GREEN: Piping/fittings free of leaks, all connections are tight, valves operate properly, insulation is in place, minimal corrosion AMBER: Piping/Fittings show noticeable signs of corrosion, missing or damaged insulation, but connections are tight and no leaking

GREEN: Tank has little to no damage or corrosion, no leaks, insulation is intact where applicable, stable and secure AMBER: Tank has some damage or corrosion, insulation may be mission, very minor leaks may be present, but overall holds its contents, is stable and secure

GREEN: Wiring is protected/insulated and connections are secure AMBER: Wiring is may be frayed but not exposed, connection are generally secure, no noticeable risk of unintentional grounding

D3020138 - Boiler, Cast Iron, Steam, Gas/Oil

CR-5060 - Record the condition of the Burner Assembly

GREEN: Burners have minimal damage or corrosion, but is fully operational AMBER: Burners have noticeable damage or corrosion, flame quality may need adjustment, but still operationally sound

GREEN: Controls function properly

CR-5345 - Record the condition of the Feed Water System

GREEN: Feed Water System has no damage or leaks, fully operational AMBER: Feed Water System has noticeable damage or corrosion, may have slight leaks but still operational RED: Feed Water System has significant damage or corrosion, noticeable leaks, and does not function properly

GREEN: Firebox has minimal damage or corrosion

GREEN: Flue has minimal damage, is secured and aligned properly, and fully operational AMBER: Flue has noticeable damage and corrosion, may be slightly lose or misaligned, but still operational RED: Flue has significant damage and corrosion, noticeably lose, misaligned, or missing, and/or operationally impaired

GREEN: Piping/fittings free of leaks, all connections are tight, valves operate properly, insulation is in place, minimal corrosion AMBER: Piping/Fittings show noticeable signs of corrosion, missing or damaged insulation, but connections are tight and no leaking

GREEN: Tank has little to no damage or corrosion, no leaks, insulation is intact where applicable, stable and secure AMBER: Tank has some damage or corrosion, insulation may be mission, very minor leaks may be present, but overall holds its contents, is stable and secure

D3020901 - Boiler, Cast Iron, HW, Oil

CR-5060 - Record the condition of the Burner Assembly

GREEN: Burners have minimal damage or corrosion, but is fully operational AMBER: Burners have noticeable damage or corrosion, flame quality may need adjustment, but still operationally sound

GREEN: Controls function properly

GREEN: Firebox has minimal damage or corrosion

GREEN: Flue has minimal damage, is secured and aligned properly, and fully operational AMBER: Flue has noticeable damage and corrosion, may be slightly lose or misaligned, but still operational RED: Flue has significant damage and corrosion, noticeably lose, misaligned, or missing, and/or operationally impaired

GREEN: Little to no damage or corrosion, secure connections, no leaks, fully operational AMBER: Fuel System has noticeable damage or corrosion, but free of leaks, fully operational

GREEN: Piping/fittings free of leaks, all connections are tight, valves operate properly, insulation is in place, minimal corrosion AMBER: Piping/Fittings show noticeable signs of corrosion, missing or damaged insulation, but connections are tight and no leaking

GREEN: Tank has little to no damage or corrosion, no leaks, insulation is intact where applicable, stable and secure AMBER: Tank has some damage or corrosion, insulation may be mission, very minor leaks may be present, but overall holds its contents, is stable and secure

GREEN: Wiring is protected/insulated and connections are secure AMBER: Wiring is may be frayed but not exposed, connection are generally secure, no noticeable risk of unintentional grounding

D3020902 - Boiler, Cast Iron, Steam, Oil

CR-5060 - Record the condition of the Burner Assembly

GREEN: Burners have minimal damage or corrosion, but is fully operational AMBER: Burners have noticeable damage or corrosion, flame quality may need adjustment, but still operationally sound

GREEN: Controls function properly

GREEN: Firebox has minimal damage or corrosion

GREEN: Piping/fittings free of leaks, all connections are tight, valves operate properly, insulation is in place, minimal corrosion AMBER: Piping/Fittings show noticeable signs of corrosion, missing or damaged insulation, but connections are tight and no leaking

GREEN: Tank has little to no damage or corrosion, no leaks, insulation is intact where applicable, stable and secure AMBER: Tank has some damage or corrosion, insulation may be mission, very minor leaks may be present, but overall holds its contents, is stable and secure

D3030130 - Chiller, Reciprocating, Water Cooled

CR-5140 - Record the condition of the Compressor

GREEN: No excessive noise, vibration, or overheating from compressor, little to no damage and fully operational AMBER: Excessive Noise, Vibration, or overheating noticeable from compressor, but compressor is still functional RED: Unacceptable Noise, Vibration, or overheating from compressor, significant damage, and/or operationally impaired

CR-5155 - Record the condition of the Condenser

GREEN: Minimal corrosion or fouling of the condenser/coils, no damage AMBER: Minimal to noticeable signs of corrosion on coils, or coils are clogged, still operational RED: Significant damage, corrosion or fouling of the condenser/coils, no damage, GREEN: Controls function properly

CR-5295 - Record the condition of the Enclosure

GREEN: Minimal damage and corrosion on Enclosure, fully secured AMBER: Noticeable damage/corrosion to Enclosure, Panels may be slightly detached, lose or displaced RED: Significant damage/corrosion to Enclosure, a number of panels are lose, displaced, or missing

CR-5305 - Record the condition of the Evaporator

GREEN: Minimal corrosion or fouling of the evaporator/coils, no damage AMBER: Minimal to noticeable signs of corrosion on coils, or coils are clogged, still operational RED: Significant damage, corrosion or fouling of the evaporator/coils, operationally impaired

GREEN: Piping/fittings free of leaks, all connections are tight, valves operate properly, insulation is in place, minimal corrosion AMBER: Piping/Fittings show noticeable signs of corrosion, missing or damaged insulation, but connections are tight and no leaking

CR-5565 - Record the condition of the Receiver Tank

GREEN: Tank has little to no damage or corrosion, no leaks, insulation is intact where applicable, stable and secure AMBER: Tank has some damage or corrosion, insulation may be mission, very minor leaks may be present, but overall holds its contents, is stable and secure

D3030135 - Chiller, Reciprocating, Air Cooled

CR-5140 - Record the condition of the Compressor

GREEN: No excessive noise, vibration, or overheating from compressor, little to no damage and fully operational AMBER: Excessive Noise, Vibration, or overheating noticeable from compressor, but compressor is still functional

GREEN: Minimal corrosion or fouling of the condenser/coils, no damage AMBER: Minimal to noticeable signs of corrosion on coils, or coils are clogged, still operational

CR-5175 - Record the condition of the Condenser Fan(s) Assembly

GREEN: Motor operates properly, free of excessive noise/vibration, or overheating AMBER: Motor exhibits unusual noise/vibration, but still operational, may require maintenance

GREEN: Controls function properly

GREEN: Minimal damage and corrosion on Enclosure, fully secured AMBER: Noticeable damage/corrosion to Enclosure, Panels may be slightly detached, lose or displaced

GREEN: Minimal corrosion or fouling of the evaporator/coils, no damage AMBER: Minimal to noticeable signs of corrosion on coils, or coils are clogged, still operational

GREEN: Piping/fittings free of leaks, all connections are tight, valves operate properly, insulation is in place, minimal corrosion AMBER: Piping/Fittings show noticeable signs of corrosion, missing or damaged insulation, but connections are tight and no leaking

GREEN: Tank has little to no damage or corrosion, no leaks, insulation is intact where applicable, stable and secure AMBER: Tank has some damage or corrosion, insulation may be mission, very minor leaks may be present, but overall holds its contents, is stable and secure

GREEN: Wiring is protected/insulated and connections are secure AMBER: Wiring is may be frayed but not exposed, connection are generally secure, no noticeable risk of unintentional grounding

D3030140 - Chiller, Centrifugal, Water Cooled

CR-5110 - Record the condition of the Centrifugal Motor

GREEN: Motor operates properly, free of excessive noise/vibration, or overheating AMBER: Motor exhibits unusual noise/vibration, but still operational, may require maintenance

CR-5140 - Record the condition of the Compressor

GREEN: No excessive noise, vibration, or overheating from compressor, little to no damage and fully operational AMBER: Excessive Noise, Vibration, or overheating noticeable from compressor, but compressor is still functional

GREEN: Minimal corrosion or fouling of the condenser/coils, no damage AMBER: Minimal to noticeable signs of corrosion on coils, or coils are clogged, still operational

CR-5210 - Record the condition of the Controls/Sensors

GREEN: Controls function properly

GREEN: Minimal damage and corrosion on Enclosure, fully secured AMBER: Noticeable damage/corrosion to Enclosure, Panels may be slightly detached, lose or displaced

GREEN: Minimal corrosion or fouling of the evaporator/coils, no damage AMBER: Minimal to noticeable signs of corrosion on coils, or coils are clogged, still operational

GREEN: Piping/fittings free of leaks, all connections are tight, valves operate properly, insulation is in place, minimal corrosion AMBER: Piping/Fittings show noticeable signs of corrosion, missing or damaged insulation, but connections are tight and no leaking

GREEN: Tank has little to no damage or corrosion, no leaks, insulation is intact where applicable, stable and secure AMBER: Tank has some damage or corrosion, insulation may be mission, very minor leaks may be present, but overall holds its contents, is stable and secure

D3030145 - Chiller, Gas Absorption, Water Cooled

CR-5000 - Record the condition of the Absorber

GREEN: Absorber has minimal damage and corrosion, but no leaks AMBER: Absorber has noticeable damage and corrosion, but minimal leaks and is still operational RED: Absorber has significant damage and corrosion, and noticeable leaks, operationally

GREEN: No excessive noise, vibration, or overheating from compressor, little to no damage and fully operational AMBER: Excessive Noise, Vibration, or overheating noticeable from compressor, but compressor is still functional

GREEN: Minimal corrosion or fouling of the condenser/coils, no damage AMBER: Minimal to noticeable signs of corrosion on coils, or coils are clogged, still operational

GREEN: Controls function properly

GREEN: Minimal damage and corrosion on Enclosure, fully secured AMBER: Noticeable damage/corrosion to Enclosure, Panels may be slightly detached, lose or displaced

GREEN: Minimal corrosion or fouling of the evaporator/coils, no damage AMBER: Minimal to noticeable signs of corrosion on coils, or coils are clogged, still operational

CR-5430 - Record the condition of the Heat Generator

GREEN: Heating Element has little to no damage or corrosion, and is fully operational AMBER: Heating Element has noticeable damage or corrosion, but still operational RED: Heating Element has significant damage or corrosion, operationally impaired

GREEN: Piping/fittings free of leaks, all connections are tight, valves operate properly, insulation is in place, minimal corrosion AMBER: Piping/Fittings show noticeable signs of corrosion, missing or damaged insulation, but connections are tight and no leaking

CR-5555 - Record the condition of the Receiver

GREEN: Tank has little to no damage or corrosion, no leaks, insulation is intact where applicable, stable and secure AMBER: Tank has some damage or corrosion, insulation may be mission, very minor leaks may be present, but overall holds its contents, is stable and secure

D3030150 - Chiller, Steam Absorption, Water Cooled

CR-5000 - Record the condition of the Absorber

GREEN: Absorber has minimal damage and corrosion, but no leaks AMBER: Absorber has noticeable damage and corrosion, but minimal leaks and is still operational RED: Absorber has significant damage and corrosion, and noticeable leaks, operationally

GREEN: No excessive noise, vibration, or overheating from compressor, little to no damage and fully operational AMBER: Excessive Noise, Vibration, or overheating noticeable from compressor, but compressor is still functional

GREEN: Minimal corrosion or fouling of the condenser/coils, no damage AMBER: Minimal to noticeable signs of corrosion on coils, or coils are clogged, still operational

GREEN: Controls function properly

GREEN: Minimal damage and corrosion on Enclosure, fully secured AMBER: Noticeable damage/corrosion to Enclosure, Panels may be slightly detached, lose or displaced

GREEN: Minimal corrosion or fouling of the evaporator/coils, no damage AMBER: Minimal to noticeable signs of corrosion on coils, or coils are clogged, still operational

CR-5430 - Record the condition of the Heat Generator

GREEN: Heating Element has little to no damage or corrosion, and is fully operational AMBER: Heating Element has noticeable damage or corrosion, but still operational RED: Heating Element has significant damage or corrosion, operationally impaired

GREEN: Piping/fittings free of leaks, all connections are tight, valves operate properly, insulation is in place, minimal corrosion AMBER: Piping/Fittings show noticeable signs of corrosion, missing or damaged insulation, but connections are tight and no leaking

CR-5555 - Record the condition of the Receiver

GREEN: Tank has little to no damage or corrosion, no leaks, insulation is intact where applicable, stable and secure AMBER: Tank has some damage or corrosion, insulation may be mission, very minor leaks may be present, but overall holds its contents, is stable and secure

D3030310 - Cooling Tower, Galvanized

CR-5025 - Record the condition of the Basin/Sump

GREEN: Sump has minimal damage or corrosion, no leaking AMBER: Sump has noticeable damage or corrosion, but no leaking RED: Sump has significant damage or corrosion, and noticeable leaking, operationally

CR-5280 - Record the condition of the Electrodes

GREEN: Conductivity Electrodes have minimal damage and corrosion, secure connections and fully functional AMBER: Conductivity Electrodes have noticeable damage and corrosion, some lose connections but still functional RED: Conductivity Electrodes have significant damage and corrosion, lose or missing connections, operationally impaired

CR-5325 - Record the condition of the Fan Assembly

GREEN: Fan blades are in balance and free of damage or corrosion AMBER: Excessive Noise/Vibration, but blades not bent or corroded, fully operational RED: Fans blades are out of balance, significantly bent or corroded, or fan is

CR-5350 - Record the condition of the Fill Material

GREEN: Filter has minimal to no dirt and debris, free of damage AMBER: Filter shows noticeable signs of debris, but little to no damage allowing unobstructed flow RED: Air Filter clogged with dirt and debris, or shows signs of damage such as, punctures, tears, rips

GREEN: Piping/fittings free of leaks, all connections are tight, valves operate properly, insulation is in place, minimal corrosion AMBER: Piping/Fittings show noticeable signs of corrosion, missing or damaged insulation, but connections are tight and no leaking

D3030320 - Cooling Tower, Fiberglass

CR-5025 - Record the condition of the Basin/Sump

GREEN: Sump has minimal damage or corrosion, no leaking AMBER: Sump has noticeable damage or corrosion, but no leaking

GREEN: Conductivity Electrodes have minimal damage and corrosion, secure connections and fully functional AMBER: Conductivity Electrodes have noticeable damage and corrosion, some lose connections but still functional

GREEN: Fan blades are in balance and free of damage or corrosion AMBER: Excessive Noise/Vibration, but blades not bent or corroded, fully operational

GREEN: Filter has minimal to no dirt and debris, free of damage AMBER: Filter shows noticeable signs of debris, but little to no damage allowing unobstructed flow

GREEN: Piping/fittings free of leaks, all connections are tight, valves operate properly, insulation is in place, minimal corrosion AMBER: Piping/Fittings show noticeable signs of corrosion, missing or damaged insulation, but connections are tight and no leaking

D3030330 - Cooling Tower, Stainless Steel

CR-5025 - Record the condition of the Basin/Sump

GREEN: Sump has minimal damage or corrosion, no leaking AMBER: Sump has noticeable damage or corrosion, but no leaking

GREEN: Conductivity Electrodes have minimal damage and corrosion, secure connections and fully functional AMBER: Conductivity Electrodes have noticeable damage and corrosion, some lose connections but still functional

GREEN: Fan blades are in balance and free of damage or corrosion AMBER: Excessive Noise/Vibration, but blades not bent or corroded, fully operational

GREEN: Filter has minimal to no dirt and debris, free of damage AMBER: Filter shows noticeable signs of debris, but little to no damage allowing unobstructed flow

GREEN: Piping/fittings free of leaks, all connections are tight, valves operate properly, insulation is in place, minimal corrosion AMBER: Piping/Fittings show noticeable signs of corrosion, missing or damaged insulation, but connections are tight and no leaking

D3030902 - Condenser, DX, Evaporative

CR-5325 - Record the condition of the Fan Assembly

GREEN: Fan blades are in balance and free of damage or corrosion AMBER: Excessive Noise/Vibration, but blades not bent or corroded, fully operational

CR-5495 - Record the condition of the Louvers

GREEN: Louvers have minimal damage and corrosion, fully secured AMBER: Louvers have noticeable damage and corrosion, may be lose but still operational RED: Louvers have significant damage and corrosion, may be lose, missing, and/or

CR-5515 - Record the condition of the Nozzles

GREEN: Nozzles show no signs of damage, corrosion, or clogging, fully operational AMBER: Nozzles have some damage, corrosion, or clogs, noticeable obstruction of flow, but operational RED: Nozzles have significant damage and corrosion, severely obstructed flow, CR-5615 - Record the condition of the Sump Pump

GREEN: Pump has minimal damage or corrosion, no unusual noise/vibration, no leaks, and is fully operational AMBER: Pump has noticeable damage or corrosion, slight leaking, unusual noise/vibration, but still operational RED: Pump has significant damage or corrosion, excessive noise/vibration, noticeable leaking, and/or is operationally impaired

GREEN: Wiring is protected/insulated and connections are secure AMBER: Wiring is may be frayed but not exposed, connection are generally secure, no noticeable risk of unintentional grounding

D3030903 - Packaged DX Refrigerant System

CR-5140 - Record the condition of the Compressor

GREEN: No excessive noise, vibration, or overheating from compressor, little to no damage and fully operational AMBER: Excessive Noise, Vibration, or overheating noticeable from compressor, but compressor is still functional

Assembly

GREEN: Motor operates properly, free of excessive noise/vibration, or overheating AMBER: Motor exhibits unusual noise/vibration, but still operational, may require maintenance

CR-5185 - Record the condition of the Condensing Coils

GREEN: Coils have minimal scaling and free of debris.

AMBER: Coils are clogged, or show significant scaling and deterioration, but minimal damage.

RED: Coils are clogged, show some signs of damage, or significant scaling and deterioration.

GREEN: Controls function properly

GREEN: Piping/fittings free of leaks, all connections are tight, valves operate properly, insulation is in place, minimal corrosion AMBER: Piping/Fittings show noticeable signs of corrosion, missing or damaged insulation, but connections are tight and no leaking

GREEN: Wiring is protected/insulated and connections are secure AMBER: Wiring is may be frayed but not exposed, connection are generally secure, no noticeable risk of unintentional grounding

D3040106 - Air Handling Unit, Field Fabricated

CR-5120 - Record the condition of the Coils (Cooling)

GREEN: Coils have minimal scaling and free of debris.

AMBER: Coils are clogged, or show significant scaling and deterioration, but minimal damage.

CR-5125 - Record the condition of the Coils (Heating)

GREEN: Coils have minimal scaling and free of debris.

AMBER: Coils are clogged, or show significant scaling and deterioration, but minimal damage.

CR-5145 - Record the condition of the Condensate Piping

GREEN: Piping/fittings free of leaks, all connections are tight, valves operate properly, insulation is in place, minimal corrosion AMBER: Piping/Fittings show noticeable signs of corrosion, missing or damaged…