Morris HVAC Service Agreement Statement of Work.pdf

Statement of Work (SOW)

Heating, Ventilation, Air Conditioning (HVAC) Preventive Maintenance – North Central Soil Conservation Research Laboratory (NCSCRL), MORRIS, MN

GENERAL INFORMATION

1.0 Scope of Work: Contractor will provide factory trained technicians to perform HVAC preventive maintenance service visits located at 803 Iowa Avenue, Morris, MN.

Covered components will include:

1) AUTOMATIC TEMPERATURE CONTROLS

2) CHILLER AND CONDENSING UNITS

3) RECLAIMERS

4) HVAC UNITS

5) AIR CONDITIONING UNITS

6) BOILERS

2.0 Background: Preventive maintenance has been procured for the HVAC equipment to ensure continued & reliable operation in support of the USDA-ARS research mission.

CONTRACTOR REQUIREMENTS

3.0 Technical Requirements/Tasks:

Service tasks include, but are not limited to:

ANNUAL INSPECTION - Reciprocating Chillers and Standalone Compressors

Note: The Comprehensive Annual Inspection may be performed in more than one season due to climatic conditions, winter shutdown, spring start-up, etc. This will ensure proper equipment lay-up, start-up, and appropriateness and timeliness of the procedures.

*Preventive maintenance of all equipment included in this list should be conducted as recommend by manufacturer, please consult owner’s manual*

Report in with the appropriate USDA staff Record and report abnormal conditions, measurements taken, etc.

Review USDA logs with staff for operational problems and/or trends

COMPRESSOR(S)

Inspect vibration eliminators for secureness and damage Clean and flush cooling system

Verify setting of oil cooler water (valve) regulator* Test oil for acid* Change oil and filter element Collect oil sample for analysis Tighten terminal connections at heater elements Test secureness of mounting points, and tighten all major points

OPEN COMPRESSOR (ONLY)

Lubricate motor bearings. Clean motor air intake screens. Lubricate coupling* Inspect motor windings and report condition Visually inspect coupling Check shaft alignment.

Align as needed

CONTROLS

Inspect control center; clean and tighten connection; inspect components Verify operation of bypass valve Verify capacity control reaction Test low pressure output and record; calibrate if needed Test high pressure safety and record; calibrate if needed* Verify operation of cooling water (valve) regulator* Test freeze control cutout and record temperature* Verify operation of oil temperature control Test oil high temp cutout and record; calibrate if needed *

STARTER

Inspect wire insulation for signs of overheating, burns, etc.

Megger motor at starter and record reading Measure operating amperage and record reading Clean enclosure Tighten terminal connections at starter.

Measure operating voltage and record readings Inspect starter for signs of wear, arcing, overheating, burns, etc.

OPERATIONAL TEST

Run and record a complete test log on machine Verify refrigerant charge Verify oil level Verify superheat adjustment Inspect for vibrations and unusual noises in bearings, motors, etc Inspect moisture indicator for evidence of moisture Test accuracy of all pressure gauges Record compressor oil pressure Record compressor suction pressure Record compressor discharge pressure

COMPRESSOR AND VESSELS

Test for refrigerant leaks and report results Report machine condition and repair requirements.

ANNUAL INSPECTION - CONDENSING UNIT

NOTE: The Comprehensive Annual Inspection may be performed in more than one season due to climatic conditions, winter shutdown, spring start-up, etc. This will ensure proper equipment lay-up, start-up, and appropriateness and timeliness of the procedures.

*Preventive maintenance of all equipment included in this list should be conducted as recommend by manufacturer, please consult owner’s manual*

Report in with the appropriate USDA staff Record and report abnormal conditions, measurements taken, etc.

Review customer logs with customer for operational problems and trends Clean all debris from air inlet louvers. Brush condenser coil(s) to remove loose dirt Test for secureness of guards, doors and panels Inspect all structural elements for corrosion and damage

COMPRESSOR(S)

Inspect vibration eliminators for secureness and damage Clean and flush cooling system Verify setting of oil cooler water (valve) regulator * Test oil for acid* Change oil and filter element* Take oil sample for analysis* Tighten terminal connections at heater elements Test secureness of mounting points and tighten all major points

OPEN COMPRESSOR (ONLY)

Lubricate motor bearings Clean motor air intake screens.

Lubricate coupling* Inspect motor windings and report condition Visually inspect coupling

CONTROLS

Inspect control center; clean and tighten connection; inspect components Verify operation of bypass valve Verify capacity control reaction Test low pressure output and record; calibrate if needed Test high pressure safety and record; calibrate if needed* Verify operation of cooling water (valve) Test freeze control cut out and record temperature* Verify operation of oil temperature control

Test oil high temp cutout and record; calibrate if needed* Verify operation of fan speed control* Verify operation of fan cycling controller*

STARTER

Inspect wire insulation for signs of overheating, burns, etc.

Megger motor at starter and record reading Measure operating amperage and record readings Clean enclosure Tighten terminal connections at starter Measure operating voltage and record readings Inspect starter for signs of wear, arcing, overheating, burns, etc.

CONDENSER FAN MOTOR(S)

Inspect for vibrations and unusual noises in bearings, motor, etc.

Wipe down motor(s) to remove loose dirt and oil build up Inspect tension on drive and fan belts, and change as needed Inspect fans for vibrations and tightness Inspect wiring and connections for signs of wear, overheating, burns, etc Lubricate motor bearings Inspect all structural elements for corrosion and damage.

Report condition of coils – clean if necessary.

OPERATIONAL TEST

Run and record a complete test log on machine Verify refrigerant charge Verify oil level Verify superheat adjustment Inspect for vibrations and unusual noises in bearings, motors, etc.

Inspect moisture indicator for evidence of moisture Test accuracy of all pressure gauges Record compressor oil pressure Record compressor suction pressure Record compressor discharge pressure Report machine condition and repair requirements.

ANNUAL INSPECTION - OIL BURNER

NOTE: The Comprehensive Annual Inspection may be performed in more than one season due to climatic conditions, winter shutdown, spring start-up, etc. This will ensure proper equipment lay-up, start-up, and appropriateness and timeliness of the procedures.

*Preventive maintenance of all equipment included in this list should be conducted as recommend by manufacturer, please consult owner’s manual*

Report in with the appropriate USDA staff.

Record and report abnormal conditions, measurements taken, etc.

Review operation with customer for problems and trends:

Inspect all burner linkages for secureness and/or damage Test primary and secondary shutoff damper(s) for tight close* Inspect and clean air intake screens Inspect linkages for ease of operation and lubricate as required Verify operation of primary and secondary air dampers and inspect for cleanliness

HIGH- AND LOW-PRESSURE AIR ATOMIZING OIL BURNERS (ONLY)

Remove, clean, and inspect nozzles Inspect condition of and replace or clean air filter element Test secureness of mounting points and tighten all major points

ATOMIZING SUPPLY AIR COMPRESSOR*

Lubricate motor bearings* Lubricate compressor bearings* Inspect pulley grooves and belts for alignment, wear, and tension Verify operation of air compressor Inspect for unusual noises, vibrations, odors, etc.

Inspect motor windings for dirt buildup Inspect starter for signs of wear, over-heating, arcing, burns, etc.

Lubricate coupling* Visually inspect coupling for abnormal conditions * Change oil and oil filter*

STEAM ATOMIZING OIL BURNER (ONLY)

Verify operation of steam supply system (volume, pressure, etc.)

ROTARY CUP OIL BURNER (ONLY)

Clean, inspect, and lubricate all mechanical linkages and couplings Lubricate all bearings and gear(s) Clean atomizing cup

MECHANICAL ATOMIZING OIL BURNER (ONLY)

Remove, clean, and inspect nozzles.

FORCED OR INDUCED DRAFT BLOWER

Inspect condition of, and clean, blowers and air passages Test secureness of mounting points, and tighten all major points Visually inspect coupling for abnormal conditions Lubricate coupling* Inspect motor windings for dirt buildup.

Lubricate motor bearings* Inspect for unusual noises, vibrations, odors, etc.

Lubricate blower bearings* Inspect pulley grooves and belts for alignment, wear and tension.

Inspect starter for signs of wear, overheating, arcing, burns, etc.

FUEL SYSTEMS AND OIL PUMP(S)

Inspect area around pump seals for seal leakage Test secureness of mounting points and tighten all major points Inspect starter for signs of wear, overheating, arcing, burns, etc.

Verify the operation and setting of oil pressure regulator Replace cartridge type oil filter and gasket if necessary Inspect for unusual noise, vibrations, odors, etc.

Lubricate pump bearings* Lubricate coupling * Inspect motor windings for dirt buildup.

Lubricate motor bearings* Visually inspect accessible fuel delivery systems for leaks

*where applicable

ANNUAL INSPECTION - GAS BURNER

NOTE: The Comprehensive Annual Inspection may be performed in more than one season due to climatic conditions, winter shutdown, spring start-up, etc. This will ensure proper equipment lay-up, start-up, and appropriateness and timeliness of the procedures.

*Preventive maintenance of all equipment included in this list should be conducted as recommend by manufacturer, please consult owner’s manual*

Report in with the appropriate USDA staff.

Record and report abnormal conditions, measurements taken, etc.

Review operation with customer for problems and trends.

ATMOSPHERIC GAS BURNER (ONLY)

Inspect and clean all combustion/primary air passages Test all burner linkages for secureness and/or damage Test primary and secondary shutoff damper(s) for tight closure Lubricate blower bearings* Inspect and clean air intake screens Test linkages for ease of operation and lubricate as required Verify operation of primary and secondary air dampers and clean as required

POWER BURNER ( ONLY)

Inspect and clean air intake screens Test linkage for ease of operation and lubricate as required Verify operation of primary and secondary air dampers and clean as required Test secureness of mounting points and tighten all major points Visually inspect coupling for abnormal conditions Lubricate coupling* Inspect starter for signs of wear, overheating, arcing, burns, etc.

Test all burner linkages for secureness and/or damage Test primary and secondary shutoff damper(s) for tight closure.

Inspect condition of, and clean, blowers and passages Inspect for unusual noises, vibrations, od o rs, etc.

Lubricate blower bearings* Insp ect drive belts, replace if necessary Lubricate motor bearings* Inspect motor windings for dirt buildup

UL, IRI, or FM Gas Train Bubble le ak test the vent line(s) Inspect the operation and se ttings of the gas pressure regulators.

Leak test accessible gas train (soap test) Inspect gas train support and general condition

IRI GAS TRAIN (ONLY)

Verify operation of the vent line solenoid Test high gas pressure safety circuit Bubble leak test the gas shutoff valve Test low gas pressure safety circuit

FM GAS TRAIN (ONLY)

Bubble leak test the gas shutoff valves Test low gas pressure safety circuit Test high gas pressure safety circuit

PILOT

Leak test pilot gas train (soap test) Inspect ignition assembly and electrode and clean if necessary.

Inspect pilot and clean pilot orifice if necessary Inspect high tension wire for deterioration.

Inspect and set spark gap

FLAME SAFEGUARD

Clean flame detector Test main flame failure protection Test scanner viewing of main flame Test for detection with hot chamber Test pilot flame failure protection Test scanner viewing of pilot flame* Test minimum pilot test.

Perform combustion test and adjust air mixture, as required

*where applicable

ANNUAL INSPECTION - AUTOMATIC TEMPERATURE CONTROLS

NOTE: The Comprehensive Annual Inspection may be performed in more than one season due to climatic conditions, winter shutdown, spring start-up, etc. This will ensure proper equipment lay-up, start-up, and appropriateness and timeliness of the procedures.

*Preventive maintenance of all equipment included in this list should be conducted as recommend by manufacturer, please consult owner’s manual*

Report in with the appropriate USDA staff.

Record and report abnormal conditions, measurements taken, etc.

Review operation with customer for problems and trends.

AIR COMPRESSOR

Drain tank and check traps.

Change oil and check oil pressure.

Check belt and sheaves; change as required.

Change suction filter as required.

Inspect unloader and check valve.

Inspect high pressure safety valve.

Analyze motor operating conditions and lubricate Check PE switch, starter and alternator Record compressor run time Record oil carryover rate*

REFRIGERATED AIR DRYER

Check refrigerant pressure and record.

Record refrigerant temperature Brush condenser and cover grills as required Operate drain trap and bypass valves.

FILTER AND PRESSURE REDUCING STATION

Inspect coalescent filters (change as required) Inspect charcoal filter (change as required) Record pressure reducing valve settings, adjust as required Record oil carryover rate*

BOILER, CHILLER, CONVERTOR, PUMPS AND ZONE CONTROL

Check and calibrate all controllers Calibrate all transmitters and set receiver gages, as required Check all PE switches Check all control valves Check all pilot positioners Check auxiliary control device

FAN SYSTEMS AND HVAC UNIT CONTROLS

Review sequence of operation Check operation. of all dampers Check pilot positioners Check all control valves Calibrate all controllers as required Calibrate all transmitters and set receiver gages, as required Check all solenoid air valves, PE switches and air valves for proper operation Check auxiliary control devices

ROOM-TERMINAL UNIT CONTROLS

Check all room stats and calibrate as required Check all control valves and report condition Check operation of unit coil steam traps Check operation of all dampers Check all PE switches, solenoid air valves, and limit controls Check operation of auxiliary devices

TERMINAL UNITS

Boxes-Mixing and Variable Air volume (without Fan) Inspect box of ductwork connection Lubricate and adjust dampers and linkage Verify operation of control

Electric Duct Heaters Inspect coil for damage to element Inspect isolators for damage or cracks Brush coil. Remove dust and debris. (Where accessible) Torque heating terminals Verify operation of control Verify staging of heating elements

Induction Units Visually inspect coil. Clean as required Check and clean drains and drain pans

*where applicable

Repair parts are to be included unless otherwise stated in this statement of work.

4.0 Government Furnished: Government-furnished support is limited to security access to the equipment in the NCSCRL - Soil Management Research Unit facility, replacement parts not otherwise covered under this agreement.

5.0 Deliverables / Schedule: See attached Equipment listing and schedule

6.0 Travel: Preventive service visits will be provided by the contractor according to equipment schedule. Contractor should check in at the main office.

7.0 Contractor’s Key Personnel: Only factory trained technicians are to perform any service procedure on the GOV HVAC equipment.

8.0 Security Requirements: A copy of an official government photo ID (State-issued driver’s license or ID card, passport, green card, etc.) must be provided no later than one week before arrival of contract service technician(s) except in the case of emergency service, were only the name of the technician provided via email or telephone will be necessary. Security access to the NCSCRL facility will be provided based on this identification requirement.

9.0 Data Rights: Not applicable.

10.0 Section 508 – Electronic and Information Technology Standards: Not applicable.