te-4_preventive_AUGUST 2010.pdf

INTERNAL REVENUE

SERVICE

Public Buildings Service Office of Real Property Management and

Safety

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January 25, 2010

IRS Building Delegations Performance Work Statement

Technical Exhibit TE-4 Preventive Maintenance Requirements

Internal Revenue Service Preventive Maintenance Guide

Page i

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-6 Air-Conditioning Machine Package Unit (Comfort Cooling) (Frequency: Annual) ___________ 9 A-7 Air-Conditioning Machine, Package Unit (Special Purpose) (Frequency: Monthly)_________ 11 A-8 Air-Conditioning, Window Unit (Frequency: Annual) _______________________________ 13 A-9 Air-Cooled Condenser (Frequency: Annual) ______________________________________ 15 A-10 Heat Pumps (Frequency: Annual) ______________________________________________ 17 A-11 Air Handler Unit (Frequency: Annual) ___________________________________________ 19 A-13 Air Conditioning Unit, Ceiling/Wall Mounted (Frequency: Comfort – Annual, Special – Monthly)21 A-15 After-Cooler/Separator (Frequency: Semiannual) __________________________________ 23 B-1 Battery Charger (Frequency: Quarterly) _________________________________________ 24 B-2 Boiler (Coal, Oil, and Gas) (Frequency: Annual) ___________________________________ 25 B-3 Burner, Gas (Frequency: Annual) ______________________________________________ 27 B-4 Burner, Oil (Frequency: Annual) _______________________________________________ 29 B-5 Boiler, Electric (Frequency: Annual) ____________________________________________ 31 B-6 Boiler, Instruments/Controls (Frequency: Annual)__________________________________ 32 B-7 Boiler, Internal Inspection and Hydrostatic Test (Frequency: Annual)___________________ 33 B-8 Boiler, External Inspection (Frequency: Annual) ___________________________________ 36 C-1 Clocks, Central System (Frequency: Semiannual) _________________________________ 38 C-2 Remote Air Intake Dampers (Frequency: Semiannual)______________________________ 39 C-3 Coils Preheat, Reheat, Etc. (Remote Locations) (Frequency: Annual) __________________ 40 C-4 Central Mini-Computer, HVAC Systems (Frequency: Quarterly)_______________________ 41 C-5 Automatic Mixing Box Pneumatic or Electric (Frequency: Annual) _____________________ 42 C-6 Controls, Central System HVAC (Frequency: Annual) ______________________________ 43 C-7 Condensate or Vacuum Pump (Frequency: Annual)________________________________ 44 C-8 Central Control Panel (Frequency: Annual)_______________________________________ 45 C-9 Cooling Tower, Maintenance (Frequency: Annual) _________________________________ 46 C-10 Cooling Tower, Cleaning (Frequency: Quarterly) __________________________________ 49 C-11 Evaporative Condenser (Frequency: Annual) _____________________________________ 52 C-13 Crane, Electric (Frequency: Quarterly) __________________________________________ 55 C-14 Chain Hoist and Trolley (Frequency: Annual) _____________________________________ 56 C-21 Carts and Scooters, Engine or Battery Powered (Frequency: Annual) __________________ 57 C-24 Condensing Unit, Refrigeration (Frequency: Critical: Monthly, Comfort: Annual) __________ 59 D-1 Door, Power Operated (Frequency: Semiannual) __________________________________ 61 D-3 Roof Drains, Downspout, and Gutter Inspection(Per Linear 100 Feet) Requency: Annual__ 62 D-4 Door, Automatic Hydraulic Electric or Pneumatic Operated Main Entrance (Frequency:

Quarterly)_________________________________________________________________ 63 D-5 Doors, Main Entrance (Frequency: Semiannual) __________________________________ 64 D-6 Drains, Areaway, Driveway, Storm (Frequency: Annual) ____________________________ 65 D-9 Distiller, Water, Laboratory Use Only (Frequency: Annual)___________________________ 66 D-10 Door, Manual Overhead (Frequency: Annual)_____________________________________ 67 E-17 Expansion Joints In Piping (Frequency: Annual)___________________________________ 68 E-18 Emergency Lights, Wet Cell (Frequency: Quarterly) ________________________________ 69 E-19 Emergency Lights, Closed Systems (Frequency: Quarterly)__________________________ 70 E-20 Induction Disc Over Current Relay (Frequency: Annual)_____________________________ 71 E-21 Over and/or Under Voltage Relay (Frequency: Annual) _____________________________ 73

Technical Exhibit TE-4 Preventive Maintenance Requirements

Internal Revenue Service Preventive Maintenance Guide

Page ii

E-22 Thermal Over Current Relay (Frequency: Annual) _________________________________ 75 E-23 Induction Disc – Directional Over Current Relay (Frequency: Annual) __________________ 77 E-24 Power Factor Reverse Current or Watt Type Relay (Frequency: Annual)________________ 79 E-25 Ground Fault Type Transformer or Differential Relay (Frequency: Annual) ______________ 80 E-25A Bolted Pressure Contact Switch (low voltage) Switch (low voltage) (Frequency: Ground Fault

Operated: Annual, Stand Alone: Three Years _____________________________________ 81 E-26 Low Voltage Molded Case Circuit Breaker (Frequency: Three years) __________________ 82 E-27 Low Voltage Power Air Circuit Breakers (Over 100 Amps) (Frequency: Three years) ______ 83 E-28 Motor Starters, 100 Hp and Greater (Frequency: Three years)________________________ 85 E-29 High Voltage Oil Circuit Breaker (Frequency: Annual) ______________________________ 86 E-30 Switchboards, Medium Voltage (Frequency: Three years) ___________________________ 87 E-30A Switchboard, Low Voltage (Per Cubicle) (Frequency: Three Years)____________________ 89 E-31 Network Protectors 600V Class (Frequency: Annual) _______________________________ 91 E-32 High Voltage Network and Power Type Transformer (Oil Filled) (Frequency: Annual) ______ 93 E-33 High Voltage Network and Power Dry Type Transformers (Frequency: Annual) __________ 95 E-34 Disconnects (Isolating Switch; Per Switch) (Frequency: Annual) ______________________ 96 E-35 Motor Control Center (MCC) (Frequency: Semiannual) _____________________________ 98 E-36 Automatic Transfer Switch (Frequency: 3 Years) __________________________________ 99 E-37 Bus Duct, Low Voltage, and Connectors (Frequency: Aluminum: Annual, Outdoors: Annual, Copper: 3 Years __________________________________________________________ 101 E-37A Bus Duct, Metal Enclosed, and Connectors (Frequency: Aluminum: Annual, Outdoors: Annual, Copper: 3 Years __________________________________________________________ 104 E-38 High Voltage Air Circuit Breaker (Frequency: Annual) _____________________________ 106 E-39 Supervision Set (Frequency: Annual) __________________________________________ 107 E-40 Emergency Generators, Electric, Gasoline, or Natural Gas Engines (Frequency: Annual)__ 108 E-41 Emergency Generators, Electric, Diesel Engines (Frequency: Quarterly)_______________ 110 E-41A Emergency Generators, Electric, Diesel Engines (Frequency: Annual) ________________ 111 E-42 Emergency Generators, Electric (Frequency: Weekly) _____________________________ 113 E-42A Emergency Generators, Electric (Frequency: Monthly)_____________________________ 115 E-42B Emergency Generators, Electric (Frequency: Quarterly)____________________________ 117 E-42C Emergency Generators, Electric (Frequency: Semiannual) _________________________ 118 E-43 Lead Acid Battery (Frequency: Quarterly) _______________________________________ 120 E-43A Lead Acid Battery – Sealed Type (Gell Cell) (Frequency: Quarterly) __________________ 122 E-44 Nickel Cadmium Battery (Frequency: Quarterly)__________________________________ 123 E-44A Primary Battery (Dry Cell) (Frequency: Monthly)__________________________________ 124 E-46 Battery, Uninterruptible Power System (Frequency: Monthly)________________________ 125 E-46A Battery, Uninterruptible Power System (Frequency: Quarterly)_______________________ 127 E-46B Battery, Uninterruptible Power System (Frequency: Annual) ________________________ 128 E-49 Emergency Pumps and Ventilators (Frequency: Annual) ___________________________ 129 E-50 Emergency Pumps and Ventilators (Frequency: Quarterly) _________________________ 130 E-51 Motor Starter, Less than 100 Hp (Frequency: Annual) _____________________________ 131 E-52 Auxiliary Protective Relays (Frequency: Annual)__________________________________ 132 E-56 Dimmer and Control, Stage and General Lighting (Frequency: Quarterly) ______________ 133 E-57 Low Voltage Dry Type Transformer (30 KVA or More, 600 Volts or Less) (Frequency: 3 years)134 E-58 Power Distribution Units (PDU) (Frequency: Semiannual) __________________________ 135 E-59 Uninterruptible Power Systems (UPS) (Frequency: Quarterly) _______________________ 137 E-60 Uninterruptible Power Systems (UPS) (Static) (Frequency: Annual)___________________ 138 E-61 Uninterruptible Power Systems (UPS) Static (Frequency: Annual)1___________________ 140 E-65 Uninterruptible Power Systems (UPS) (Frequency: Annual, Quarterly) ________________ 141 E-66 Uninterruptible Power Systems (UPS) (Frequency: Annual, Semi-Annual) _____________ 143 F-1 Alarm Check Valves and Accessories (Frequency: Monthly) ________________________ 150

Technical Exhibit TE-4 Preventive Maintenance Requirements

Internal Revenue Service Preventive Maintenance Guide

Page iii

F-1A Alarm Check Valves and Accessories (Frequency: Quarterly) _______________________ 151 F-2 Dry Pipe, Deluge and Preaction Valves (Frequency: Weekly) _______________________ 152 F-2B Dry Pipe, Deluge, and Preaction Valves (Frequency: Annual) _______________________ 154 F-3 Post Indicator Valves (Frequency: Annual) ______________________________________ 156 F-4 Fire Control Valves (Frequency: Monthly) _______________________________________ 157 F-4A Fire Control Valves (Frequency: Quarterly)______________________________________ 158 F-4B Fire Control Valves (Frequency: Annual) _______________________________________ 159 F-5 Fire Pump – Diesel Engine Driven (Frequency: Weekly) ___________________________ 160 F-5A Fire Pump – Diesel Engine Driven (Frequency: Monthly) ___________________________ 162 F-5B Fire Pump – Diesel Engine Driven (Frequency: Quarterly) __________________________ 163 F-5C Fire Pump – Diesel Engine Driven (Frequency: Annual)____________________________ 164 F-6 Fire Pump – Electric Motor Driven (Frequency: Weekly)____________________________ 166 F-6A Fire Pump – Electric Motor Driven (Frequency: Monthly) ___________________________ 167 F-6B Fire Pump – Electric Motor Driven (Frequency: Annual) ____________________________ 168 F-8 Fire Hose – 1.5 in., Racked in Buildings (Frequency: Monthly)_______________________ 170 F-8A Fire Hose – 1.5 in. Racked in Buildings (Frequency: Annual) ________________________ 171 F-9 Fire Department Hose Connections – Standpipe Outlets (Frequency: Monthly)__________ 172 F-9A Fire Department Hose Connections – Standpipe Outlets (Frequency: Five Years) _______ 173 F-10 Fire Department Pumper Connections – Standpipe or Sprinkler (Frequency: Monthly) ____ 174 F-11 Fire Doors – Stairwells and Exitways, Swinging (Frequency: Quarterly)________________ 175 F-12 Fire Doors – Sliding and Vertical Rolling (Frequency: Quarterly) _____________________ 176 F-13 Fire Supervisory Signals – Testing (Frequency: Quarterly)__________________________ 177 F-14 Automatic Fire Detection – Smoke Detectors (Frequency: Annual) ___________________ 178 F-14B Automatic Fire Detection – Heat Detectors (Frequency: Annual) _____________________ 180 F-14C Smoke Control Systems – Operational Testing (Frequency: Semiannual) ______________ 182 F-15 Fire Alarm Control Panel and Remote Annunciators (Frequency: Annual) ______________ 183 F-15A Fire Alarm Control Panel – Special Systems (Frequency: Annual) ____________________ 185 F-15B Central Station Transmitter (Frequency: Annual) _________________________________ 187 F-15C Central Station – Receiver and Re-Transmission Equipment (Frequency: Daily)_________ 188 F-16 Fire Alarm System – Recorder (Frequency: Weekly) ______________________________ 190 F-16A Fire Alarm System – Event Printer (Frequency: Quarterly) __________________________ 191 F-16B Fire Alarm System – Audio Control Panel (Frequency: Annual) ______________________ 192 F-16C Fire Alarm System – Remote Controller (Frequency: Annual) _______________________ 193 F-16D Fire Alarm System – Remote Amplifier (Frequency: Annual) ________________________ 194 F-17 Manual Fire Alarm Stations – Coded and Uncoded (Frequency: Annual)_______________ 195 F-18 Fire and Smoke Dampers (Frequency: Two Years) _______________________________ 196 F-19 Fire Hydrants – Dry Barrel and Wet Barrel (Frequency: Semiannual)__________________ 197 F-19A Fire Hydrant Flow Test- Dry Barrel and Wet Barrel (Frequency: Five Years) ____________ 198 F-20 Sprinkler Heads – Sprinklered Areas (Frequency: Annual)__________________________ 200 F-20A Antifreeze Solution in Sprinkler Systems (Frequency: Annual) _______________________ 201 F-21 Water Spray Extinguishing Systems (Frequency: Monthly)__________________________ 203 F-21A Water Spray Extinguishing Systems (Frequency: Annual) __________________________ 204 F-22 Fire Extinguishers, Stored Pressure with Gauge (Frequency: Annual) _________________ 206 F-22A Fire Extinguishers – Stored Pressure With Gauge (Non- Stainless Steel Shell) (Frequency: 6-years)___________________________________________________________________ 208 F-22B Fire Extinguishers – Non rechargeable (Frequency: Annual) ________________________ 209 F-23 Fire Extinguishers, Gas Cartridge or Cylinder (No Gauge) (Frequency: Annual) _________ 210 F-24 Fire Extinguishers – Inspection (Frequency: Monthly)______________________________ 212 F-24 Fire Extinguishers – Inspection (Frequency: Monthly)______________________________ 213 F-25 Fire Extinguishers, Hydrostatic Testing of Carbon Dioxide, Stored Pressure and Cartridge Type

(Frequency: 5 or 12 years) __________________________________________________ 214

Technical Exhibit TE-4 Preventive Maintenance Requirements

Internal Revenue Service Preventive Maintenance Guide

Page iv

F-26 Fire Extinguishing Systems, Carbon Dioxide (High Pressure) Halon, Dry Chemical – Inspection (Frequency: Monthly)_______________________________________________________ 216

F-26A Fire Extinguishing Systems, Carbon Dioxide (High Pressure) Halon, Dry Chemical (Frequency:

Semiannual) _____________________________________________________________ 217

F-27 Fan, Centrifugal (Frequency: Annual) __________________________________________ 219 F-28 Filter, Movable Curtain, Oil Coated (Frequency: Quarterly) _________________________ 220 F-29 Filter, Roll Type, Disposable (Frequency: Quarterly)_______________________________ 221 F-30 Filters, Viscous Type(Wire Mesh) (Frequency: Quarterly)___________________________ 222 F-31 Filter, Roll Type Disposable Media, Manual or Motor Driven (Frequency: Annual)________ 223 F-31 Filter, Roll Type Disposable Media, Manual or Motor Driven (Frequency: Annual)________ 224 F-32 Filter, Throw Away (Frequency: Quarterly) ______________________________________ 225 F-33 Filters, Electrostatic (Frequency: Quarterly) _____________________________________ 226 F-36 Fans, Propeller, 24" Diameter or Larger (Frequency: Annual) _______________________ 227 F-38 Lightning Protection(Per Down Conductor) (Frequency: Annual) _____________________ 228 F-39 Cafeteria Exhaust Hood, Duct System (Frequency: Semiannual)_____________________ 229 F-40 Filter, Throw Away, Bag Type (Frequency: Semiannual) ___________________________ 230 F-43 Filter, Charcoal (Frequency: Quarterly) _________________________________________ 231 F-49 Filter, Control Air (Frequency: Quarterly)________________________________________ 232 G-1 Fuel Oil Filter/Strainer (Frequency: Semiannual) _________________________________ 233 G-2 Grease Traps (Frequency: Monthly) ___________________________________________ 234 G-3 Fences and Gates, Security/Access (Frequency: Semiannual) ______________________ 235 H-1 Hot Water Converters (Steam) (Frequency: Annual)_______________________________ 236 H-2 Hot Water Heater – Gas (Frequency: Annual) ___________________________________ 237 H-3 Hot Water Heater – Electric (Frequency: Annual) _________________________________ 238 H-4 Plate Heat Exchanger (Frequency: Annual) _____________________________________ 239 H-5 Hot Water Heater – Steam Coil (Frequency: Annual) ______________________________ 240 H-6 Hot Air Furnace (Frequency: Annual) __________________________________________ 241 H-12 Unit Heater, Fuel Oil (Frequency: Annual)_______________________________________ 242 H-15 Hoist, Electric (Frequency: Annual) ____________________________________________ 243 I-2 Fan Coil Units, Under Window Type ___________________________________________ 244 I-3 Induction Units, Under Window Type (Frequency: Annual)__________________________ 245 I-4 Fan Coil Unit, Ceiling Hung (Frequency: Annual) _________________________________ 246 I-5 Fan Coil Unit, Ceiling Hung, VAV Box with Electric Reheat (Frequency: Annual)_________ 247 K-100 Kitchen Equipment, Dish/Tray, Busing Conveyor (Frequency: Quarterly)_______________ 248 K-100A Kitchen Equipment, Dish/Tray, Busing Conveyor (Frequency: Semiannual) ____________ 249 K-101 Kitchen Equipment, Dishwashing Machine (Frequency: Quarterly) ___________________ 250 K-101A Kitchen Equipment, Dishwashing Machine, Electric (Frequency: Semiannual) __________ 251 K-102 Kitchen Equipment, Fryer (Frequency: Quarterly)_________________________________ 252 K-102A Kitchen Equipment, Fryer (Frequency: Semiannual)_______________________________ 253 K-103 Kitchen Equipment, Grill (Frequency: Quarterly)__________________________________ 254 K-103A Kitchen Equipment, Grill (Frequency: Semiannual)________________________________ 255 K-104 Kitchen Equipment, Ice Cream and Shake Maker (Frequency: Quarterly) ______________ 256 K-104A Kitchen Equipment, Ice Cream and Shake Maker (Frequency: Semiannual) ____________ 257 K-105 Kitchen Equipment, Ice Maker (Frequency: Quarterly) _____________________________ 258 K-105A Kitchen Equipment, Ice Maker (Frequency: Semiannual) ___________________________ 259 K-106 Kitchen Equipment, Kettle (Frequency: Quarterly) ________________________________ 260 K-106A Kitchen Equipment, Kettle (Frequency: Semiannual) ______________________________ 261 K-107 Kitchen Equipment, Oven (Frequency: Quarterly)_________________________________ 262 K-107A Kitchen Equipment, Oven (Frequency: Semiannual)_______________________________ 263 K-108 Kitchen Equipment, Range (Frequency: Quarterly)________________________________ 264 K-108A Kitchen Equipment, Range (Frequency: Semiannual)______________________________ 265

Technical Exhibit TE-4 Preventive Maintenance Requirements

Internal Revenue Service Preventive Maintenance Guide

Page v

K-109 Kitchen Equipment, Refrigerators/Freezers (Walk-In Units) (Frequency: Quarterly)_______ 266 K-109A Kitchen Equipment, Refrigerators/Freezers (Walk-In Units) (Frequency: Semiannual) ____ 267 K-110 Kitchen Equipment, Boiler/Generator, Steam (Frequency: Quarterly)__________________ 268 K-110A Kitchen Equipment, Boiler/Generator, Steam (Frequency: Semiannual) _______________ 269 L-2 Loading Ramp, Adjustable (Frequency: Quarterly) ________________________________ 270 L-3 Lighting, Special Fixture (Frequency: Annual)____________________________________ 271 L-4 Lighting, Outside; Incandescent (Frequency: Semiannual), Fluorescent, Mercury Vapor Or High

Pressure Sodium ( Frequency: Five Years) _____________________________________ 272 L-8 Spotlights, Fixed And Portable (Frequency: Monthly) ______________________________ 273 L-10 Lift, Electric, Stage Screen (Frequency: Semiannual)______________________________ 274 M-1 Manhole, Electrical (Frequency: Annual)________________________________________ 275 M-2 Manholes, Sewer (Frequency: Quarterly) _______________________________________ 276 M-3 Motors, Preventive Maintenance (Frequency: Annual) _____________________________ 277 M-3A Motors, Predictive Maintenance (Frequency: Annual)______________________________ 278 M-4 Manhole (Water, Steam, and Fuel Oil) (Frequency: Semiannual)_____________________ 280 M-5 Material Handling Equipment, Electric Lift Trucks (Frequency: Monthly) _______________ 281 M-5A Material Handling Equipment, Electric Lift Trucks (Frequency: Annual) ________________ 283 M-6 Material Handling Equipment, Engine Driven (Frequency: Semiannual)________________ 284 M-7 Material Handling Equipment, Non-Power Operated (Frequency: Annual)______________ 285 M-9 Mobile Equipment (Frequency: Annual) ________________________________________ 286 M-10 Motor Controller Unit, 600 Volts or 200 Hp and Above (Frequency: Annual) ____________ 287 P-4 Pump, Centrifugal (Frequency: Annual) ________________________________________ 289 P-6 Pump, Vacuum (Frequency: Semiannual)_______________________________________ 291 R-1 Radiator, Heating (Frequency: Five Years) ______________________________________ 292 R-2 Roof Inspection, Built Up Type (Frequency: Semiannual)___________________________ 293 R-2A Roof Inspection, Shingle Type (Frequency: Semiannual) ___________________________ 294 R-4 Central Chilled Water Package Unit: Comfort Cooling or Drinking Water (Frequency: Annual), Special Purpose or Computer Cooling (Frequency: Quarterly) _______________________ 301 R-5 Refrigeration Machine, Centrifugal (Frequency: Annual)____________________________ 303 R-6 Refrigeration Machine, Reciprocating and Scroll (Frequency: Annual)_________________ 305 R-8 Control Panel, Central Refrigeration Unit (Frequency: Annual)_______________________ 307 R-9 Radiation – Baseboards/Convectors (Steam, Hot Water, or Electric, per Linear Foot)

(Frequency: 2 Years)_______________________________________________________ 308 R-11 Refrigeration Controls, Central System (Frequency: Annual) ________________________ 309 R-13 Non-Destructive Chiller Tube Analysis (Frequency: Three Years) ____________________ 310 R-14 High Efficiency Purge Units (Frequency: Annual) _________________________________ 311 R-15 Refrigerant Monitor (Frequency: Monthly)_______________________________________ 313 S-6 Sewage Ejector, Sump Type (Frequency: Annual) ________________________________ 314 S-7 Sump Pump (Frequency: Annual) _____________________________________________ 315 S-8 Strainer, Y-Type (Frequency: Annual)__________________________________________ 316 S-9 Strainer, Bolted Flange Type (Water and Steam) (Frequency: Annual) ________________ 317 S-14 Dual Strainer (Frequency: Annual) ____________________________________________ 318 S-15 Backwash Strainer (Frequency: Annual) ________________________________________ 319 T-1 Tanks, Water, (All Types) (Frequency: 3 Years) __________________________________ 321 T-2 Tank, Air/Refrigerant/LP Gas (Frequency: Annual)________________________________ 322 T-3 Tanks, Fuel Oil Storage (Frequency: 4 Years) ___________________________________ 323 T-4 Underground Storage Tank (UST) (Frequency: Monthly) ___________________________ 324 T-5 Trash Compactor (Frequency: Annual) _________________________________________ 325 T-6 Tank, Chemical (Frequency: Annual) __________________________________________ 326 T-8 Traps (All Types) (Frequency: Low Press: —Every 5 Years, High Press: Annual) ________ 327 U-1 Unit Heaters (Steam and Hot Water) (Frequency: Annual) __________________________ 328

Technical Exhibit TE-4 Preventive Maintenance Requirements

Internal Revenue Service Preventive Maintenance Guide

Page vi

U-2 Unit Heater (Gas and Oil Fired) (Frequency: Annual) ______________________________ 329 V-2 Valve, Safety Relief (Frequency: Monthly) ______________________________________ 330 V-3 Valves, Regulating (Frequency: Annual) ________________________________________ 331 V-4 Valves, Fire System – Pressure Regulating Type (Frequency: Monthly) _______________ 332 V-4A Valves, Fire System – Pressure Regulating Type (Frequency: Annual) ________________ 333 V-4B Valves, Fire System – Pressure Regulating Type (Frequency: Five Years) _____________ 335 V-5 Valve, Manually Operated (Frequency: Main Line or Critical – Annual, Other Over Two Inches

— 5 years) _______________________________________________________________ 337 V-6 Valve, Motor Operated (Frequency: Annual)_____________________________________ 338 V-7 Valve, Hydraulic/Pneumatic/Electric (Frequency: Annual) __________________________ 339 V-8 Check Valve, Critical (Frequency: Annual) ______________________________________ 340 V-9 Backflow Preventer (Frequency: Annual) _______________________________________ 341 W-1 Drinking Water Filter Systems (Frequency: Quarterly) _____________________________ 343 W-2 Wash, Emergency (Frequency: Weekly) ________________________________________ 344 W-3 Water Softener (Frequency: Semiannual) _______________________________________ 345 W-4 Filter, Water (Frequency: Semiannual) _________________________________________ 346 W-8 Water Treatment for Cooling Systems (Frequency: Monthly) ________________________ 347 W-8 Water Treatment for Cooling Towers (Frequency: Monthly) _________________________ 349 W-9 Water Treatment for Heating Systems (Frequency: Monthly) ________________________ 350 X-21 Key Card System (Frequency: Quarterly) _______________________________________ 351 X-23 Unit Heater, Electric (Frequency: Semiannual) ___________________________________ 352 X-29 Chemical Feeder (Frequency: Semiannual) _____________________________________ 353 X-32 Parking Arm Gates (Frequency: Annual)________________________________________ 354 X-37 Emergency Shower (Frequency: Annual) _______________________________________ 355

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.

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)

Technical Exhibit TE-4 Preventive Maintenance Requirements

Internal Revenue Service Preventive Maintenance Guide

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.

19. Check electrical connections for tightness.

Technical Exhibit TE-4 Preventive Maintenance Requirements

Internal Revenue Service Preventive Maintenance Guide

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.

Technical Exhibit TE-4 Preventive Maintenance Requirements

Internal Revenue Service Preventive Maintenance Guide

A-6 Air-Conditioning Machine Package Unit (Comfort Cooling) (Frequency: Annual)

Application:

This PM guide applies to units that may have the evaporator, compressor, fan unit components, and condenser within a single housing or may have the condenser separate from the housing. If the condenser is separate, perform the PM on the condensing unit using PM Guide A-9 at the same time.

Special Instructions:

1. Review manufacturer's instructions.

2. De-energize, lockout, and tag the 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 appliance.

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 cleaner, (remove panels).

2. Clean drain pan and note excessive corrosion, prepare metal and paint as 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. Repair all leaks before recharging unit. If leaks are not able to be stopped or corrected, report leak status to supervisor.

Consult the MSDS for disposal requirements. Reclaimed and recycled CFCs are exempt from hazardous waste regulations (Consult 40 CFR Part 261).

4. Check refrigerant levels for proper charge and recharge as needed.

5. Check condition of cooling and reheat coils. Use fin comb if needed to straighten fins.

6. Clean coils, use coil cleaner detergent solution and high pressure water.

7. Check belts for wear, adjust tension or alignment, and replace when necessary.

8. Drain and clean humidifier drip pan, if applicable. Remove corrosion; prime, and paint as needed.

9. Lubricate motor and fan bearings, if not sealed. Check alignment of motor and fan.

10. Replace prefilters if needed.

11. Replace final filters if needed.

12. Check compressor oil level, if compressor has an oil 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 pressure is set properly.

14. Check and tighten any loose unit electrical terminals, disconnect switches, or connectors.

15. Check and adjust vibration eliminators. Replace if required.

16. Remove all trash or debris from work area. Consult the MSDS for proper personal protective equipment (PPE).

Technical Exhibit TE-4 Preventive Maintenance Requirements

Internal Revenue Service Preventive Maintenance Guide

Recommended Tools, Materials, and Equipment:

1. Tool Group A

2. Cleaning tools and materials, vacuum wet/dry, fin comb, grease gun and oil, filters and prefilters, spare belts.

3. Approved refrigerant.

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-7 Air-Conditioning Machine, Package Unit (Special Purpose) (Frequency: Monthly)

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.

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…