Covington - TE-4 PM Requirements.pdf
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INTERNAL REVENUE
SERVICE
Public Buildings Service Office of Real Property Management and
Safety
PPUUBBLLIICC BBUUIILLDDIINNGGSS
PPRREEVVEENNTTIIVVEE
MMAAIINNTTEENNAANNCCEE
GGUUIIDDEESS
February 8, 2008
RS Building Delegations Performance Work Statement
Technical Exhibit TE-4 Preventive Maintenance Requirements
Internal Revenue Service Preventive Maintenance Guide
TABLE OF CONTENTS
A-1 Air Dryer, Refrigerated or Regenerative Desiccant Type (Frequency: Semiannual) _________ 1 A-2 Unitary, Heating and Cooling Unit Application (Frequency: Annual) _____________________ 3 A-3 Humidification Systems (Frequency: Semiannual) __________________________________ 5 A-4 Air Compressor (Frequency: Semiannual) ________________________________________ 6 A-5 Air Conditioning Machine; Split System (Frequency: Comfort – Annual, Special – Monthly) __ 7 A-7 Air-Conditioning Machine, Package Unit (Special Purpose) (Frequency: Monthly)__________ 8 A-8 Air-Conditioning, Window Unit (Frequency: Annual) _______________________________ 10 A-10 Heat Pumps (Frequency: Annual) ______________________________________________ 11 A-11 Air Handler Unit (Frequency: Annual) ___________________________________________ 13 A-12 Glycol Dry Cooler (Frequency: Comfort – Annual, Special – Semiannual) _______________ 15 B-1 Battery Charger (Frequency: Quarterly) _________________________________________ 16 B-2 Boiler (Coal, Oil, and Gas) (Frequency: Annual) ___________________________________ 17 B-3 Burner, Gas (Frequency: Annual) ______________________________________________ 19 B-6 Boiler, Instruments/Controls (Frequency: Annual)__________________________________ 21 B-7 Boiler, Internal Inspection and Hydrostatic Test (Frequency: Annual)___________________ 22 B-8 Boiler, External Inspection (Frequency: Annual) ___________________________________ 25 C-1 Clocks, Central System (Frequency: Semiannual) _________________________________ 27 C-2 Remote Air Intake Dampers (Frequency: Semiannual)______________________________ 28 C-3 Coils Preheat, Reheat, Etc. (Remote Locations) (Frequency: Annual) __________________ 29 C-4 Central Mini-Computer, HVAC Systems (Frequency: Quarterly)_______________________ 30 C-6 Controls, Central System HVAC (Frequency: Annual) ______________________________ 31 C-7 Condensate or Vacuum Pump (Frequency: Annual)________________________________ 32 C-8 Central Control Panel (Frequency: Annual)_______________________________________ 33 C-9 Cooling Tower, Maintenance (Frequency: Annual) _________________________________ 34 C-10 Cooling Tower, Cleaning (Frequency: Quarterly) __________________________________ 37 C-14 Chain Hoist and Trolley (Frequency: Annual) _____________________________________ 40 D-1 Door, Power Operated (Frequency: Semiannual) __________________________________ 41 D-3 Roof Drains, Downspout, and Gutter Inspection (Frequency: Annual) __________________ 42 D-4 Door, Automatic Hydraulic Electric or Pneumatic Operated Main Entrance (Frequency:
Quarterly)_________________________________________________________________ 43 D-5 Doors, Main Entrance (Frequency: Semiannual) __________________________________ 44 D-6 Drains, Areaway, Driveway, Storm (Frequency: Annual) 45
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Technical Exhibit TE-4 Preventive Maintenance Requirements
Internal Revenue Service Preventive Maintenance Guide
D-10 Door, Manual Overhead (Frequency: Annual
D-11 - E-18 Reserved
E-20 Induction Disc Over Current Relay (Frequency: Annual)_____________________________ 48 E-21 Over and/or Under Voltage Relay (Frequency: Annual) _____________________________ 50 E-22 Thermal Over Current Relay (Frequency: Annual) _________________________________ 52 E-25 Ground Fault Type Transformer or Differential Relay (Frequency: Annual) ______________ 54 E-26 Low Voltage Molded Case Circuit Breaker (Frequency: Three years) __________________ 56 E-28 Motor Starters, 100 Hp and Greater (Frequency: Three years)________________________ 57 E-30 Switchboards, Medium Voltage (Frequency: Three years) ___________________________ 57 E-30A Switchboard, Low Voltage (Per Cubicle) (Frequency: Three Years)____________________ 60
E-32 High Voltage Network and Power Type Transformer (Oil Filled) (Frequency: Annual) ______ 61 E-33 High Voltage Network and Power Dry Type Transformers (Frequency: Annual) __________ 64 E-34 Disconnects (Isolating Switch; Per Switch) (Frequency: Annual) ______________________ 65 E-35 Motor Control Center (MCC) (Frequency: Semiannual) _____________________________ 67 E-36 Automatic Transfer Switch (Frequency: 3 Years) __________________________________ 68 E-37 Bus Duct, Low Voltage, and Connectors (Frequency: Aluminum: Annual, Outdoors: Annual, Copper: 3 Years ___________________________________________________________ 70 E-38 High Voltage Air Circuit Breaker (Frequency: Annual) ______________________________ 73 E-39 Supervision Set (Frequency: Annual) ___________________________________________ 75 E-41 Emergency Generators, Electric, Diesel Engines (Frequency: Quarterly)________________ 75 E-41A Emergency Generators, Electric, Diesel Engines (Frequency: Annual) _________________ 77 E-42 Emergency Generators, Electric (Frequency: Weekly) ______________________________ 79 E-42A Emergency Generators, Electric (Frequency: Monthly)______________________________ 81 E-42B Emergency Generators, Electric (Frequency: Quarterly)_____________________________ 83 E-42C Emergency Generators, Electric (Frequency: Semiannual) __________________________ 84 E-43 Lead Acid Battery (Frequency: Quarterly) ________________________________________ 86 E-43A Lead Acid Battery – Sealed Type (Gell Cell) (Frequency: Quarterly) ___________________ 88 E-46 Battery, Uninterruptible Power System (Frequency: Monthly)_________________________ 89 E-46A Battery, Uninterruptible Power System (Frequency: Quarterly)________________________ 91 E-46B Battery, Uninterruptible Power System (Frequency: Annual) _________________________ 92 E-51 Motor Starter, Less than 100 Hp (Frequency: Annual) ______________________________ 93 E-52 Auxiliary Protective Relays (Frequency: Annual)___________________________________ 95 E-56 Dimmer and Control, Stage and General Lighting (Frequency: Quarterly) _______________ 96 E-57 Low Voltage Dry Type Transformer (30 KVA or More, 600 Volts or Less) (Frequency: 3 years)97 E-58 Power Distribution Units (PDU) (Frequency: Semiannual) ___________________________ 98 E-66 Uninterruptible Power Systems (UPS) (Frequency: Annual, Semi-Annual) _____________ 101 F-1 Alarm Check Valves and Accessories (Frequency: Monthly) ________________________ 108 F-1A Alarm Check Valves and Accessories (Frequency: Quarterly) _______________________ 109 F-3 Post Indicator Valves (Frequency: Annual) ______________________________________ 110 F-4 Fire Control Valves (Frequency: Monthly) _______________________________________ 111 F-4A Fire Control Valves (Frequency: Quarterly)______________________________________ 112 F-4B Fire Control Valves (Frequency: Annual) _______________________________________ 113 F-10 Fire Department Pumper Connections – Standpipe or Sprinkler (Frequency: Monthly) ____ 114 F-11 Fire Doors – Stairwells and Exitways, Swinging (Frequency: Quarterly)________________ 115 F-12 Fire Doors – Sliding and Vertical Rolling (Frequency: Quarterly) _____________________ 116 F-13 Fire Supervisory Signals – Testing (Frequency: Quarterly)__________________________ 117
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Technical Exhibit TE-4 Preventive Maintenance Requirements
Internal Revenue Service Preventive Maintenance Guide
F-14 Automatic Fire Detection – Smoke Detectors (Frequency: Annual) ___________________ 118 F-14B Automatic Fire Detection – Heat Detectors (Frequency: Annual) _____________________ 120 F-15 Fire Alarm Control Panel and Remote Annunciators (Frequency: Annual) ______________ 122 F-15A Fire Alarm Control Panel – Special Systems (Frequency: Annual) ____________________ 124 F-15B Central Station Transmitter (Frequency: Annual) _________________________________ 126 F-16A Fire Alarm System – Event Printer (Frequency: Quarterly) __________________________ 127 F-16C Fire Alarm System – Remote Controller (Frequency: Annual) _______________________ 128 F-17 Manual Fire Alarm Stations – Coded and Uncoded (Frequency: Annual)_______________ 129 F-18 Fire and Smoke Dampers (Frequency: Two Years) _______________________________ 130 F-20 Sprinkler Heads – Sprinklered Areas (Frequency: Annual)__________________________ 130 F-21 Water Spray Extinguishing Systems (Frequency: Monthly)__________________________ 133 F-21A Water Spray Extinguishing Systems (Frequency: Annual) __________________________ 134 F-22 Fire Extinguishers, Stored Pressure with Gauge (Frequency: Annual) _________________ 136 F-22A Fire Extinguishers – Stored Pressure With Gauge (Non- Stainless Steel Shell) (Frequency: 6-years)___________________________________________________________________ 138 F-24 Fire Extinguishers – Inspection (Frequency: Monthly)______________________________ 139 F-24A Fire Extinguishers – Inspection (Frequency: Monthly)______________________________ 140 F-25 Fire Extinguishers, Hydrostatic Testing of Carbon Dioxide, Stored Pressure and Cartridge Type
(Frequency: 5 or 12 years) __________________________________________________ 141 F-26 Fire Extinguishing Systems, Carbon Dioxide (High Pressure) Halon, Dry Chemical – Inspection
(Frequency: Monthly)_______________________________________________________ 143 F-26A Fire Extinguishing Systems, Carbon Dioxide (High Pressure) Halon, Dry Chemical (Frequency:
Semiannual) _____________________________________________________________ 144 F-27 Fan, Centrifugal (Frequency: Annual) __________________________________________ 146 F-30 Filters, Viscous Type(Wire Mesh) (Frequency: Quarterly)___________________________ 147 F-31 Filter, Roll Type Disposable Media, Manual or Motor Driven (Frequency: Annual)________ 148 F-32A Filter, Throw Away (Frequency: Monthly) _________________ Error! Bookmark not defined.
F-32H Hepa Filter, Throw Away (Frequency: Annual) F-36 Fans, Propeller, 24" Diameter or Larger (Frequency: Annual) _______________________ 151 F-39 Cafeteria Exhaust Hood, Duct System (Frequency: Semiannual)_____________________ 152 F-40 Filter, Throw Away, Bag Type (Frequency: Semiannual) ___________________________ 153 F-42, Fly-Fan (Air Curtain) F-49 Filter, Control Air (Frequency: Quarterly)________________________________________ 154 G-1 Fuel Oil Filter/Strainer (Frequency: Semiannual) _________________________________ 156 G-3 Fences and Gates, Security/Access (Frequency: Semiannual) ______________________ 157 H-1 Hot Water Converters (Steam) (Frequency: Annual)_______________________________ 158 H-2 Hot Water Heater – Gas (Frequency: Annual) ___________________________________ 159 H-3 Hot Water Heater – Electric (Frequency: Annual) _________________________________ 160 H-6 Hot Air Furnace (Frequency: Annual) __________________________________________ 161 K-1 Play Structure, Surfacing, Location and Accessibility, Size, and Placement, and Storage Area, Maintenance Worksheet (Frequency: Monthly)___________________________________ 162 K-2 Play Structure, Sliding Equipment (Frequency: Quarterly) __________________________ 163 K-3 Play Structure, Swing (Frequency: Monthly) _____________________________________ 164 K-4 Play Structure, Climbing Equipment (Frequency: Monthly) __________________________ 165 K-6 Play Structure, Sand and Water Play Equipment (Frequency: Monthly) ________________ 167 K-7 Play Structure, Signs, Trees, and Pathways (Frequency: Semiannual) ________________ 168 K-8 Play Structure, Playhouse, Garden, and Manipulatives (Frequency: Annual)____________ 169 K-9 Play Structure, Carriages and Buggies (Frequency: Annual) ________________________ 170 K-101 Kitchen Equipment, Dishwashing Machine (Frequency: Quarterly) ___________________ 171
Page iii
Technical Exhibit TE-4 Preventive Maintenance Requirements
Internal Revenue Service Preventive Maintenance Guide
K-101A Kitchen Equipment, Dishwashing Machine, Electric (Frequency: Semiannual) __________ 172 K-102 Kitchen Equipment, Fryer (Frequency: Quarterly)_________________________________ 173 K-102A Kitchen Equipment, Fryer (Frequency: Semiannual)_______________________________ 174 K-103 Kitchen Equipment, Grill (Frequency: Quarterly)__________________________________ 175 K-103A Kitchen Equipment, Grill (Frequency: Semiannual)________________________________ 176 K-107 Kitchen Equipment, Oven (Frequency: Quarterly)_________________________________ 177 K-107A Kitchen Equipment, Oven (Frequency: Semiannual)_______________________________ 178 K-108 Kitchen Equipment, Range (Frequency: Quarterly)________________________________ 179 K-108A Kitchen Equipment, Range (Frequency: Semiannual)______________________________ 180 K-109 Kitchen Equipment, Refrigerators/Freezers (Walk-In Units) (Frequency: Quarterly)_______ 181 K-109A Kitchen Equipment, Refrigerators/Freezers (Walk-In Units) (Frequency: Semiannual) ____ 182 L-2 Loading Ramp, Adjustable (Frequency: Quarterly) ________________________________ 183 L-3 Lighting, Special Fixture (Frequency: Annual)____________________________________ 184 L-3A Lighting, Special Fixture (Frequency: 3 Years) L-4 Lighting, Outside; Incandescent (Frequency: Semiannual), Fluorescent, Mercury Vapor Or High
Pressure Sodium ( Frequency: Five Years) _____________________________________ 185 L-8 Spotlights, Fixed And Portable (Frequency: Monthly) ______________________________ 186 L-10 Lift, Electric, Stage Screen (Frequency: Semiannual)______________________________ 187 M-1 Manhole, Electrical (Frequency: Annual)________________________________________ 188 M-2 Manholes, Sewer (Frequency: Quarterly) _______________________________________ 189 M-3 Motors, Preventive Maintenance (Frequency: Annual) _____________________________ 190 M-3A Motors, Predictive Maintenance (Frequency: Annual)______________________________ 191 M-4 Manhole (Water, Steam, and Fuel Oil) (Frequency: Semiannual)_____________________ 193 M-7 Material Handling Equipment, Non-Power Operated (Frequency: Annual) ______________ 194 M-9 Mobile Equipment (Frequency: Annual) ________________________________________ 195 M-10 Motor Controller Unit, 600 Volts or 200 Hp and Above (Frequency: Annual) ____________ 196 M-11 Motors, 3-Ph, 600 Volts or 200 Hp and Above. (Frequency: Annual) __________________ 198 P-4 Pump, Centrifugal (Frequency: Annual) ________________________________________ 200 R-1 Radiator, Heating (Frequency: Five Years) ______________________________________ 202 R-2 Roof Inspection, Built Up Type (Frequency: Semiannual)___________________________ 203 R-4 Central Chilled Water Package Unit: Comfort Cooling or Drinking Water (Frequency: Annual), Special Purpose or Computer Cooling (Frequency: Quarterly) _______________________ 204 R-5 Refrigeration Machine, Centrifugal (Frequency: Annual)____________________________ 206 R-7 Refrigeration Machine, Rotary Screw (Frequency: Semiannual)______________________ 207 R-9 Radiation – Baseboards/Convectors (Steam, Hot Water, or Electric, per Linear Foot)
(Frequency: 2 Years)_______________________________________________________ 209 R-13 Non-Destructive Chiller Tube Analysis (Frequency: Three Years) ____________________ 210 R-14 High Efficiency Purge Units (Frequency: Annual) _________________________________ 212 R-15 Refrigerant Monitor (Frequency: Monthly)_______________________________________ 214 S-7 Sump Pump (Frequency: Annual) _____________________________________________ 214 S-8 Strainer, Y-Type (Frequency: Annual)__________________________________________ 216 S-11 Snow Blower (Frequency: Annual) ______________________ Error! Bookmark not defined.
T-1 Tanks, Water, (All Types) (Frequency: 3 Years) __________________________________ 216 T-2 Tank, Air/Refrigerant/LP Gas (Frequency: Annual)________________________________ 218 T-3 Tanks, Fuel Oil Storage (Frequency: 4 Years) ___________________________________ 219 T-5 Trash Compactor (Frequency: Annual) _________________________________________ 219 T-6 Tank, Chemical (Frequency: Annual) __________________________________________ 221 T-8 Traps (All Types) (Frequency: Low Press: —Every 5 Years, High Press: Annual) ________ 222 U-1 Unit Heaters (Steam and Hot Water) (Frequency: Annual) __________________________ 223
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Technical Exhibit TE-4 Preventive Maintenance Requirements
Page v
V-2 Valve, Safety Relief (Frequency: Monthly) ______________________________________ 224 V-5 Valve, Manually Operated (Frequency: Main Line or Critical – Annual, Other Over Two Inches
— 5 years) _______________________________________________________________ 225 V-7 Valve, Hydraulic/Pneumatic/Electric (Frequency: Annual) __________________________ 226 V-8 Check Valve, Critical (Frequency: Annual) ______________________________________ 227 V-9 Backflow Preventer (Frequency: Annual) _______________________________________ 228 W-1 Drinking Water Filter Systems (Frequency: Quarterly) _____________________________ 229 W-2 Wash, Emergency (Frequency: Weekly) ________________________________________ 231 W-4 Filter, Water (Frequency: Semiannual) _________________________________________ 232 W-7 Wheelchair Lift (Frequency: Monthly) __________________________________________ 233 W-8 Water Treatment for Cooling Systems (Frequency: Monthly) ________________________ 234 W-8 Water Treatment for Cooling Towers (Frequency: Monthly) _________________________ 236 W-9 Water Treatment for Heating Systems (Frequency: Monthly) ________________________ 237 W-10 Water cooler (Frequency: Annual) X-23 Unit Heater, Electric (Frequency: Semiannual) ___________________________________ 239 X-29 Chemical Feeder (Frequency: Semiannual) _____________________________________ 239 X-37 Emergency Shower (Frequency: Annual) _______________________________________ 240 X-50 Variable Frequency Drive (Frequency: Semiannual)________________________________
Technical Exhibit TE-4 Preventive Maintenance Requirements
Internal Revenue Service Preventive Maintenance Guide
A-1 Air Dryer, Refrigerated or Regenerative Desiccant Type (Frequency: Semiannual)
Application:
This guide card applies to refrigerated or regenerative desiccant type air dryers with a capacity of 10 SCFM or greater. Those units with a capacity of less than 10 SCFM will be maintained in conjunction with the air compressor that they are associated with.
Special Instructions:
1. Schedule this maintenance in conjunction with the maintenance on the associated air compressor.
2. Review manufacturer's instructions.
3. Review the Standard Operating Procedure for "Controlling Hazardous Energy Sources."
4. De-energize, lock and tag electrical circuits.
5. Comply with the latest provisions of the Clean Air Act and Environmental Protection Agency (EPA) regulations as they apply to protection of stratospheric ozone.
6. No intentional venting of refrigerants is permitted. During the servicing, maintenance, and repair of refrigeration equipment, the refrigerant must be recovered.
7. Whenever refrigerant is added or removed from equipment, record the quantities on the appropriate forms.
8. Recover, recycle, or reclaim the refrigerant as appropriate.
9. If disposal of the equipment item is required, follow regulations concerning removal of refrigerants and disposal of the item.
10. If materials containing refrigerants are discarded, comply with EPA regulations as applicable.
11. Refrigerant oils to be removed for disposal must be analyzed for hazardous waste and handled accordingly.
12. For refrigerant type units, closely follow all safety procedures described in the Material Safety Data
Sheet (MSDS) for the refrigerant and all labels on refrigerant containers.
Checkpoints:
1. Lubricate valves and replace packing, if necessary.
2. Check dryer operating cycle.
3. Inspect and clean heat exchanger.
4. Check outlet dew point.
5. Clean and lubricate blower.
6. Check automatic blow down devices.
7. Inspect and replace or reinstall inlet filters.
8. Refrigerated Type:
a. Check traps.
b. Check refrigerant level and moisture content. If low level or moisture is indicated, check for refrigerant leaks using a halogen leak detector or similar device. If leaks are not able to be stopped or corrected, report leak status to supervisor.
c. Clean and lubricate condenser fan motor.
9. Desiccant Type:
a. Replace filter cartridges, both prefilter and afterfilter.
b. Check the inlet flow pressure, temperature and purge rate.
c. Check the desiccant and replace if necessary.
d. Inspect and clean solenoids, purge valves, and strainers.
Technical Exhibit TE-4 Preventive Maintenance Requirements
Internal Revenue Service Preventive Maintenance Guide
Recommended Tools, Materials, and Equipment:
1. Tool Group A
2. Cleaning equipment, lubricants, approved refrigerants if applicable, and materials. Consult the
Material Safety Data Sheets (MSDS) and container labels for hazardous ingredients and proper personal protective equipment (PPE).
3. Filter cartridges (for desiccant type dryer)
4. Gasket and packing material
5. Fin comb
6. Self sealing quick disconnect refrigerant hose fittings
7. Refrigerant recovery/recycle unit
8. EPA/DOT approved refrigerant storage tanks
Technical Exhibit TE-4 Preventive Maintenance Requirements
Internal Revenue Service Preventive Maintenance Guide
A-2 Unitary, Heating and Cooling Unit Application (Frequency: Annual)
This guide card applies to self-contained heating and cooling units containing a complete cooling system and heating unit (gas or oil burner). These are normally installed on rooftops, but can be in other locations. They are also referred to as climate changers, roof packs, etc.
Special Instructions:
1. Schedule shutdowns with operating personnel, as needed.
2. Review manufacturer's instructions.
3. Review the Standard Operating Procedure for "Controlling Hazardous Energy Sources."
4. De-energize, lock and tag electrical circuits.
5. Comply with the latest provisions of the Clean Air Act and Environmental Protection Agency (EPA) regulations as they apply to protection of stratospheric ozone.
6. No intentional venting of refrigerants is permitted. During the servicing, maintenance, and repair of refrigeration equipment, the refrigerant must be recovered.
7. Whenever refrigerant is added or removed from equipment, record the quantities on the appropriate forms.
8. Recover, recycle, or reclaim the refrigerant as appropriate.
9. If disposal of the equipment item is required, follow regulations concerning removal of refrigerants and disposal.
10. If materials containing refrigerants are discarded, comply with EPA regulations as applicable.
11. Refrigerant oils to be removed for disposal must be analyzed for hazardous waste and handled accordingly.
12. Closely follow all safety procedures described in the
13. Material Safety Data Sheet (MSDS) for the refrigerant and all labels on refrigerant containers.
Checkpoints:
1. Remove debris from air screen and clean underneath unit.
2. Inspect gaskets. Look for leaks between unit and structure, caulk as necessary.
3. Clean condenser, cooling coil fins, and fans.
4. Remove dirt or dust from all interior parts.
5. Replace filter.
6. Inspect and adjust damper.
7. Lubricate motor and fan bearings.
8. Check fan RPM to design specifications.
9. Check bearing collar set screws on fan shaft to make sure they are tight.
10. Check dampers for dirt accumulations. Check felt. Repair or replace as necessary.
11. Check damper motors and linkage for proper operation.
12. Lubricate mechanical connections of dampers sparingly.
13. Clean coils by brushing, blowing, vacuuming or pressure washing.
14. Check coils for leaking, tightness of fittings:
a. Check for refrigerant leaks using a halogen detector or similar testing device. If leaks are not able to be stopped or corrected, report leak status to supervisor. Consult the Material Safety Data Sheets (MSDS) for disposal requirements. Reclaimed and recycled CFCs are exempt from hazardous waste regulations (Consult 40 CFR Part 261).
b. Check refrigerant levels and recharge if needed.
15. Use fin comb to straighten coil fins.
16. Flush and clean condensate pans and drains.
17. Check belts for wear, adjust tension or alignment and replace belts when necessary. Multi-belt drives should be replaced with matched sets.
18. Check rigid couplings for alignment on direct drives and for tightness of assembly. Check flexible couplings for alignment and wear.
Technical Exhibit TE-4 Preventive Maintenance Requirements
Internal Revenue Service Preventive Maintenance Guide
19. Check electrical connections for tightness.
20. Check mounting for tightness.
21. Check for corrosion.
22. Check mounting bolts and tighten if needed.
23. Check and adjust, or replace if necessary, vibration eliminators.
24. Compressor.
a. Check compressor oil level.
b. Run machine, check action of controls, relays, switches, etc., to see that:
1) compressor(s) run at proper settings.
2) reheat coils activate properly.
3) crankcase heater is operating properly.
4) suction and discharge pressures are proper.
5) discharge air temperature is set properly.
25. Heating Unit.
a. Gas and/or oil fired (if equipped).
1) Check burner for flashback and tight shutoff of fuel.
2) Check operation of controls. Clean and adjust if necessary.
3) Clean burner, chamber, thermocouple and control. (Use a high suction vacuum and/or brush.) Check combustion chamber for cracks, holes, or other defects.
4) Adjust pilot or electric ignition device.
5) Inspect vent and damper operation.
6) Operate unit and adjust burner.
7) Check operation of safety pilot, gas shutoff valve, and other burner safety devices.
8) Check temperature differential and controls.
9) Check frame of unit with ohmmeter for proper electric ground.
10) Replace covers (if any) and clean area.
b. Electrical (if equipped).
1) Visually inspect for broken parts, contact arcing or any evidence of overheating. Inspect all wiring for deterioration.
2) Check nameplate for current rating and controller manufacturer's recommended heater size.
(Heater size shall not be changed without the regional design engineer's approval.)
3) Check line and load connections and heater mounting screws for tightness.
Recommended Tools, Materials, and Equipment:
1. Tool Group A
2. Tachometer
3. Grease gun and oiler
4. Pressure washer
5. Vacuum
6. Fin comb
7. Cleaning tools, approved refrigerant, and materials. Consult the MSDS for hazardous ingredients and proper personal protective equipment.
8. Safety goggles and gloves.
9. CO2 analyzer
10. Self sealing quick disconnect refrigerant hose fittings
11. Refrigerant recovery/recycle unit
12. EPA/DOT approved refrigerant storage tanks.
Technical Exhibit TE-4 Preventive Maintenance Requirements
Internal Revenue Service Preventive Maintenance Guide
A-3 Humidification Systems (Frequency: Semiannual)
Special Instructions.
1. Review manufacturer's instructions.
2. Review the Standard Operating Procedure for "Selection, Care, and Use of Respiratory Protection."
3. Turn off water supply.
4. Secure electrical service before servicing humidification system, if applicable.
5. Use of work gloves may be necessary due to caustic residual mineral deposits.
Checkpoints.
1. Operate humidistat through its throttling range to verify activation, or deactivation of humidifier.
2. Clean and flush condensate pans, drains, water pans, etc. Remove corrosion, and repaint as needed. If a corrosion preventive chemical is used, ensure that it does not become a part of the indoor air by creating large amounts of volatile organic compounds or irritants. Check the Material Safety Data Sheet (MSDS) to see what hazardous products are present. If hazardous products are present rinse very well before the system is returned to use. Ensure that the paint lead level is 0.06% or less.
3. Check condition of heating element. Clean steam coils.
4. Clean steam/water spray nozzles. Adjust/replace as needed.
5. Chemically clean exterior of coil to remove scale and encrustations.
6. Inspect steam trap for proper operation.
7. Inspect pneumatic controller for air leaks.
8. Inspect water lines for leaks and corrosion. Tighten all connections and repair leaks.
Recommended Tools, Materials, and Equipment.
1. Tool Group A
2. Psychrometer
3. Coil cleaning chemical. Consult the MSDS for hazardous ingredients and proper personal protective equipment (PPE).
4. Work gloves
5. Safety goggles
6. Respirator
Technical Exhibit TE-4 Preventive Maintenance Requirements
Internal Revenue Service Preventive Maintenance Guide
A-4 Air Compressor (Frequency: Semiannual)
Special Instructions:
1. Review manufacturer's instructions and equipment history record.
2. Coordinate motor PM on an annual basis. See Guide M-3.
3. Tank should be inspected and tested by qualified inspector.
4. De-energize, tag, and lock out circuits. Review the Standard Operating Guide on "Controlling
Hazardous Energy Sources".
Checkpoints:
1. Perform normal tour checks and operations. Perform a visual inspection of the air system, noting any obvious leaks or portions of the air distribution network that may be subject to physical damage.
2. Change compressor crankcase oil.
3. Clean or replace air intake filter.
4. Check air dryer, automatic condensate drains, and air tank for proper operation. Clean condenser coils and cover grills.
5. Inspect belt alignment and condition. Adjust or replace belts as required.
6. Check for corrosion and scale on water cooled units.
7. Clean heat exchange surfaces.
8. Check accuracy of gauges with calibrated test gauge.
9. On two stage compressor, check intermediate pressure.
10. Test relief valves, replace if leaking or the relief range is incorrect. Do not readjust safety relief valves in the field.
11. Check operation of compressor unloaders, repair or replace if not loading and unloading properly.
12. Check compressor suction and discharge valves for proper operation. Replace leaking valves.
13. Check cut in and cut out of compressor pressure controller, readjust if necessary for proper air pressure requirements. Do not exceed ASME maximum tank pressure.
14. Check to make sure belt guard is installed prior to putting air compressor back in service.
15. No pressure vessel is to have its hand hole or manhole covers removed unless the vessel is at atmospheric pressure.
16. Check if air compressor is running excessively or frequently cycling on and off (possible leaks). Log hour meter readings.
17. Perform an air leak check of the compressor and air distribution network in the equipment room, using an appropriate ultrasonic scanning device. Check hoses, hose connections, hose fittings, quick couplers, filters, regulators and lubricators. Correct or schedule repair as a work item. Tag location and date of leaks.
Recommended Tools, Materials, and Equipment:
1. Standard Tools – Basic
2. Belts
3. Lubricants. Consult the Material Safety Data Sheets (MSDS) for hazardous ingredients and proper personal protective equipment (PPE).
4. Fin comb
5. Vacuum cleaner commercial type 6.Test gauge
7. Ultrasonic scanner with trisonic and contact scanning modes.
Technical Exhibit TE-4 Preventive Maintenance Requirements
Internal Revenue Service Preventive Maintenance Guide
A-5 Air Conditioning Machine; Split System (Frequency: Comfort – Annual, Special – Monthly)
Application:
This guide card applies to those packaged type air conditioning machines that are equipped with chilled water coils or direct expansion coils on split systems. The other portion of the split system, i.e., a refrigeration condensing unit (PM Guide C-24), or a packaged type chilled water unit (PM Guide R-4), is to be serviced in conjunction with this PM activity.
Special Instructions:
1. Review manufacturer's instructions.
2. A/C machine maintenance should be scheduled to coincide with condensing unit or package chiller maintenance as noted above.
3. Comply with the latest provisions of the Clean Air Act and Environmental Protection Agency (EPA) regulations as they apply to protection of stratospheric ozone.
4. No intentional venting of refrigerants is permitted. During the servicing, maintenance, and repair of refrigeration equipment, the refrigerant must be recovered.
5. Whenever refrigerant is added or removed from equipment, record the quantities on the appropriate forms.
6. Recover, recycle, or reclaim the refrigerant as appropriate.
7. If disposal of the equipment item is required, follow regulations concerning removal of refrigerants and disposal.
8. If materials containing refrigerants are discarded, comply with EPA regulations as applicable.
9. Refrigerant oils to be removed for disposal must be analyzed for hazardous waste and handled accordingly.
10. Closely follow all safety procedures described in the Material Safety Data Sheet (MSDS) for the refrigerant and all labels on refrigerant containers.
Checkpoints:
1. Thoroughly inspect and clean interior and exterior of machine with vacuum (remove panels).
2. Clean drain pan and note excessive corrosion. Treat rusted areas with rust inhibitor. Ensure that the rust inhibitor chemical does not add volatile organic compounds or contaminants to the drain pan. If possible, rinse well after application or choose a less hazardous material. Consult the chemicals Material Safety Data Sheet (MSDS) for this information.
3. Perform checks according to the type of unit.
a. Chilled water units:
1) Check for chilled water leaks on all lines, valves, strainers, coils, etc. If leaks are not able to be stopped or corrected, report leak status to supervisor.
2) Clean strainer on chilled water unit.
b. Direct expansion units: Check for refrigeration leaks on all lines, valves, fittings, coils, etc., using a halogen leak detector or similar testing device. If leaks are not able to be stopped or corrected, report leak status to supervisor.
4. Check condition of cooling and reheat coils. Use fin comb if need to straighten fins.
5. Clean coils. Use detergent solution and warm water if coil is heavily soiled.
6. Drain and clean humidifier pan or pad, whichever applies. Replace pad if required. Remove corrosion as needed.
7. Clean and lubricate motor and squirrel cage fan(s). Check alignment of motor and fan. Check bearings for excessive wear.
8. Check belt tension and condition. Adjust or replace as required.
9. Replace pre-filters if needed.
10. Replace final filter if needed.
Technical Exhibit TE-4 Preventive Maintenance Requirements
Internal Revenue Service Preventive Maintenance Guide
11. Run machine, check action of controls, relays, switches, etc., to see that:
a. Chilled water units:
1) Chilled water valve(s) are operating properly.
2) Reheat coils activate properly.
3) Humidistat activates humidifier.
4) Valves regulating water pressure are proper on cooling.
5) Discharge air temperature is set properly.
6) Check and record chilled water inlet and outlet temperatures.
b. Direct expansion units:
1) Humidistat activates humidifier.
2) Reheat coils activate properly.
3) Discharge air temperature is set properly.
12. Check and adjust vibration eliminator mountings if equipped. Repair or replace if required.
Recommended Tools, Materials, and Equipment:
1. Tool Group A
2. Cleaning tools, grease gun, oil and materials. Consult the MSDS for hazardous ingredients and proper personal protective equipment (PPE).
3. Vacuum
4. Fin comb
5. Filters
6. Spare V-belts
7. Self-sealing quick disconnect refrigerant hose fittings, if applicable.
8. Refrigerant recovery/recycling unit, if applicable.
9. EPA/DOT approved refrigerant storage tanks.
10. Safety goggles
11. Gloves
12. Approved refrigerant.
13. Electronic leak detector.A-7 Air-Con Application:
This equipment is typically found in computer rooms, CAD rooms, laboratories, etc. It is identical in design and configuration to the A-6 unit for comfort cooling. One difference is that it may use a glycol dry cooler during favorable outside air conditions.
Special Instructions:
1. Review manufacturer's instructions and the Standard Operating Procedure for "Controlling Hazardous Energy Sources."
2. De-energize, lock out, and tag electrical circuits.
3. Perform any required drycooler or air cooled condenser maintenance simultaneously with this PM.
4. Comply with the latest provisions of the Clean Air Act and Environmental Protection Agency (EPA) regulations as they apply to protection of stratospheric ozone.
5. No intentional venting of refrigerants is permitted. During the servicing, maintenance, and repair of refrigeration equipment, the refrigerant must be recovered.
6. Whenever refrigerant is added or removed from equipment, record the quantities on the appropriate forms.
7. Recover, recycle, or reclaim the refrigerant as appropriate.
8. If disposal of the equipment item is required, follow regulations concerning removal of refrigerants and disposal of the equipment.
9. If materials containing refrigerants are discarded, comply with EPA regulations as applicable.
Technical Exhibit TE-4 Preventive Maintenance Requirements
Internal Revenue Service Preventive Maintenance Guide
10. Refrigerant oils to be removed for disposal must be analyzed for hazardous waste and handled accordingly.
11. Closely follow all safety procedures described in the Material Safety Data Sheet (MSDS) for the refrigerant and all labels on refrigerant containers.
Checkpoints:
1. Thoroughly inspect and clean interior and exterior of machine with wet/ dry vacuum, (remove panels).
2. Clean drain pan and note excessive corrosion, prepare and paint necessary. Consult the Material
Safety Data Sheet (MSDS) to ensure that the paint lead level is 0.06% or less.
3. Check for refrigerant leaks using a halogen detector or similar testing device. If leaks are not able to be stopped or corrected, report leak status to supervisor.
4. Check refrigerant levels and recharge if needed. Consult the MSDS for disposal requirements.
Reclaimed and recycled CFCs are exempt from hazardous waste regulations (Consult 40 CFR Part 261).
5. Check condition of cooling and reheat coils. Use fin comb if needed to straighten fins.
6. A dirty coil surface can be cleaned using a coil cleaner solution and warm water.
7. Drain and clean humidifier drip pan, replace pan if applicable. Remove scale and paint if necessary.
8. Lubricate motor and fan bearings, if not sealed. Check alignment of motor and fan. Clean fan or blower.
9. Check belt tension and condition. Adjust or replace as required.
10. Replace prefilters if needed.
11. Replace final filters if needed.
12. Check compressor oil level if compressor has a sight glass.
13. Run machine, check action of controls, relays, switches, etc. to see that:
a. compressor(s) run at proper settings.
b. reheat coils activate properly.
c. humidistat activates humidifier.
d. suction and discharge pressures are proper.
e. discharge air temperature is set properly.
14. Check and adjust vibration eliminators. Replace if required.
15. Check and tighten all electrical terminals, connections, and disconnect switches.
16. Remove all trash or debris from work area. Consult the MSDS for proper personal protective equipment (PPE).
Recommended Tools, Materials, and Equipment:
1. Tool Group A
2. Cleaning tools and materials, vacuum, fin comb, grease gun and oil, filters and prefilters, spare belts.
3. Clamp meter (volt-ohm-amp meter).
4. Paint and brushes as required. Consult the MSDS to ensure that the paint lead level is 0.06% or less.
5. Self sealing quick disconnect refrigerant hose fittings
6. Refrigerant recovery/recycle unit
7. EPA/DOT approved refrigerant storage tanks.
8. Safety goggles.
9. Gloves.
10. Electronic leak detector.
Technical Exhibit TE-4 Preventive Maintenance Requirements
Internal Revenue Service Preventive Maintenance Guide
A-8 Air-Conditioning, Window Unit (Frequency: Annual)
Special Instructions:
1. Disconnect electric cord to unit.
2. Review manufacturer's instructions.
3. Comply with the latest provisions of the Clean Air Act and Environmental Protection Agency (EPA) regulations as they apply to protection of stratospheric ozone.
4. No intentional venting of refrigerants is permitted. During the servicing, maintenance, and repair of refrigeration equipment, the refrigerant must be recovered.
5. Whenever refrigerant is added or removed from equipment, record the quantities on the appropriate forms.
6. Recover, recycle, or reclaim the refrigerant as appropriate.
7. If disposal of the equipment item is required, follow regulations concerning removal of refrigerants and disposal of the equipment.
8. If materials containing refrigerants are discarded, comply with EPA regulations as applicable.
9. Refrigerant oils to be removed for disposal must be analyzed for hazardous waste and handled accordingly.
10. Closely follow all safety procedures described in the Material Safety Data Sheet (MSDS) for the refrigerant and all labels on refrigerant containers.
Checkpoints:
1. Clean condenser, cooling coil fins, drain pan, and fans. Slime or mold found on the cooling coil or drain pan should be cleaned with an appropriate EPA approved solution. Place an EPA approved biocide tablet in the drain pan.
2. Inspect fins. Straight with a fin comb as required.
3. Remove dirt, or rust from all interior parts, repaint as necessary.
4. Replace or clean filter.
5. Inspect and adjust fresh air damper.
6. Lubricate motor and fan bearings.
7. Inspect gaskets. Look for leaks between unit and window, caulk as necessary.
8. Check for refrigerant leaks with halogen leak detector and soap bubbles. If leaks are not able to be stopped or corrected, report leak status to supervisor. Consult the Material Safety Data Sheets (MSDS) for disposal requirements. Reclaimed and recycled CFCs are exempt from hazardous waste regulations (Consult 40 CFR Part 261).
9. Start unit and observe operation.
10. Check temperature differential between air entering evaporator and leaving the evaporator.
11. Check frame of unit with ohmmeter for proper electric ground.
12. Replace covers, clean filter and front filter grill.
13. Clean up the work area.
Recommended Tools, Materials, and Equipment:
1. Tool Group A
2. Cleaning tools and materials. Consult the MSDS for hazardous ingredients and proper personal protective equipment (PPE).
3. Lubricants. Consult the MSDS for hazardous ingredients and proper PPE.
4. Vacuum cleaner wet/dry type.
5. Fin comb
6. Filters
7. Self sealing quick disconnect refrigerant hose fittings
8. Refrigerant recovery/recycle unit
9. EPA/DOT approved refrigerant storage tanks.
Technical Exhibit TE-4 Preventive Maintenance Requirements
Internal Revenue Service Preventive Maintenance Guide
10. Safety goggles
11. Gloves
12. Approved refrigerant
13. Electronic leak detector
A-10 Heat Pumps (Frequency: Annual) Special Instructions:
1. Review manufacturer's instructions and the Standard Operating Procedure for "Controlling Hazardous Energy Sources."
2. De-energize, lockout, and tag electrical circuits.
3. Comply with the latest provisions of the Clean Air Act and Environmental Protection Agency (EPA) regulations as they apply to protection of stratospheric ozone.
4. No intentional venting of refrigerants is permitted. During the servicing, maintenance, and repair of refrigeration equipment, the refrigerant must be recovered.
5. Whenever refrigerant is added or removed from equipment, record the quantities on the appropriate forms.
6. Recover, recycle, or reclaim the refrigerant as appropriate.
7. If disposal of the equipment item is required, follow regulations concerning removal of refrigerants and disposal of the equipment.
8. If materials containing refrigerants are discarded, comply with EPA regulations as applicable.
9. Refrigerant oils to be removed for disposal must be analyzed for hazardous waste and handled accordingly.
10. Closely follow all safety procedures described in the Material Safety Data Sheet (MSDS) for the refrigerant and all labels on refrigerant containers.
Checkpoints:
1. Inspect piping for evidence of leaks and vibration. If leaks are not able to be stopped or corrected, report leak status to supervisor.
2. Inspect all wiring for deterioration, and tighten electrical contacts. Check for corrosion, clean, prime, and paint as necessary.
3. Check mounting bolts and tighten if needed.
4. Check crankcase heater.
5. Check fan for vibration or excessive noise. Lubricate fan and motor if required.
6. Check refrigerant levels, recharge if necessary. Check for leaks if loss of refrigerant is detected, using halide leak detector and soap bubbles. If leaks are not able to be stopped or corrected, report leak status to supervisor. Consult the Material Safety Data Sheets (MSDS) for disposal requirements.
Reclaimed and recycled CFCs are exempt from hazardous waste regulations (Consult 40 CFR Part 261).
7. Check temperature drop across condensing coil.
8. Clean air intake and screens; change filters as necessary.
9. Brush or pressure wash coil surfaces. Straighten fins with fin comb.
10. Check that reversing valve is energized in the "heat" mode and de-energized in the "cool" mode.
Replace defective valves.
11. Check all electrical connections and fused disconnect switches.
12. Check all controls, indoor and outdoor thermostats, timers, and control delays, especially for units with electric supplemental heaters. Repair or replace as necessary.
13. Check oil if compressor is equipped with a sight glass.
14. Clean up work area.
Technical Exhibit TE-4 Preventive Maintenance Requirements
Internal Revenue Service Preventive Maintenance Guide
Recommended Tools, Materials, and Equipment:
1. Tool Group A
2. Lubricants. Consult the MSDS for hazardous ingredients and proper personal protective equipment
(PPE).
3. Cleaning materials. Consult the MSDS for hazardous ingredients and proper PPE.
4. Fin comb
5. Vacuum or pressure washer.
6. Self sealing quick disconnect refrigerant hose fittings
7. Refrigerant recovery/recycle unit
8. EPA/DOT approved refrigerant storage tanks.
9. Safety goggles.
10. Gloves.
11. Approved refrigerant.
12. Electronic leak detector.
Technical Exhibit TE-4 Preventive Maintenance Requirements
Internal Revenue Service Preventive Maintenance Guide
A-11 Air Handler Unit (Frequency: Annual)
Special Instructions:
1. Schedule shutdown with operating personnel, as needed.
2. Review manufacturer's instructions.
3. Review the Standard Operating Procedure for "Controlling Hazardous Energy Sources."
4. De-energize, lock out and tag electrical circuit(s).
5. Schedule PM on motor per guide M-3, in conjunction with this guide.
Include the following additional special instructions in cases where the air handler is equipped with a direct expansion cooling coil:
6. Comply with the latest provisions of the Clean Air Act and Environmental Protection Agency (EPA) regulations as they apply to protection of stratospheric ozone.
7. No intentional venting of refrigerants is permitted. During the servicing, maintenance, and repair of refrigeration equipment, the refrigerant must be recovered.
8. Whenever refrigerant is added or removed from equipment, record the quantities on the appropriate forms.
9. Recover, recycle, or reclaim the refrigerant as appropriate.
10. If disposal of the equipment item is required, follow regulations concerning removal of refrigerants and disposal of the equipment.
11. If materials containing refrigerants are discarded, comply with EPA regulations as applicable.
12. Refrigerant oils to be removed for disposal must be analyzed for hazardous waste and handled accordingly.
13. Closely follow all safety procedures described in the Material Safety Data Sheet (MSDS) for the refrigerant and all labels on refrigerant containers.
Checkpoints:
1. Check fan blades for dust buildup and clean if necessary.
2. Check fan blades and moving parts for cracks and excessive wear.
3. Check fan RPM against design specifications.
4. Check bearing collar set screws on fan shaft to make sure they are tight.
5. Check dampers for dirt accumulations, clean as necessary. Check felt, repair or replace as necessary.
6. Check damper actuators and linkage for proper operation. Adjust linkage on dampers if out of alignment.
7. Lubricate mechanical connections of dampers sparingly.
8. Clean coils by brushing, blowing, vacuuming, or pressure washing.
9. Check coils for leaking, tightness of fittings. On direct expansion units, check for refrigerant leaks on all lines, valves, fittings, coils, etc., using a halogen leak detector or similar testing device. If leaks are not able to be stopped or corrected, report leak status to supervisor.
10. Use fin comb to straighten coil fins.
11. Flush and clean condensate pans and drains, remove all rust prepare metal and paint. Consult the
Material Safety Data Sheet (MSDS) to ensure that the paint lead level is 0.06% or less. Hose down coils and drain pans and wash with an appropriate EPA approved solution approved solution. Treat condensate pans with an EPA approved biocide.
12. Check belts for wear and cracks, adjust tension or alignment, and replace belts when necessary.
Multi-belt drives shall only be replaced with matched sets.
13. Check rigid couplings for alignment on direct drives, and for tightness of assembly. Check flexible couplings for alignment and wear.
14. Before heating season (chilled water coils only): Drain cooling coils; blow down to remove moisture;
refill with antifreeze and water solution; drain.
Technical Exhibit TE-4 Preventive Maintenance Requirements
Internal Revenue Service Preventive Maintenance Guide
15. Check freezestat for proper temperature setting and operation.
16. Vacuum interior of unit.
17. Lubricate fan shaft bearings while unit is running. Add grease slowly until slight bleeding is noted from the seals. Do not over lubricate. Remove old or excess lubricant.
18. Clean up work area.
Recommended Tools, Materials, and Equipment:
1. Tool Group A
2. Tachometer
3. Grease gun and oiler
4. Pressure washer
5. Vacuum.
6. Fin comb
7. Cleaning tools and materials. Consult the MSDS for hazardous ingredients and proper personal protective equipment (PPE).
8. Safety goggles.
9. Gloves.
Technical Exhibit TE-4 Preventive Maintenance Requirements
Internal Revenue Service Preventive Maintenance Guide
A-12 Glycol Dry Cooler (Frequency: Comfort – Annual, Special – Semiannual)
Application:
These units will…
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