A.07.24_Amendment_W912HV-16-R-0006_(0002).pdf

PDF 2 MB Posted Jun 6, 2016

Attached to: Maintenance and Repair of Refrigeration Systems and Heating, Ventilation, and Air Conditioning Systems, Commissaries and CDC, MCAS Iwakuni and Kure Pier 6, Japan
Solicitation number: W912HV-16-R-0006
Issued by: Department of the Army Corps of Engineers Engineering District Japan

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File	Type	Posted
A.07.24_Amendment_W912HV-16-R-0006_(0001).pdf	PDF	May 25, 2016
Site_Visit_-_Iwakuni_Commissary.pdf	PDF	May 25, 2016
Site_Visit_-_Kure_Commissary.pdf	PDF	May 25, 2016
A.07.23_Solicitation_W912HV-16-R-0006.pdf	PDF	May 5, 2016

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AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT

Except as provided herein, all terms and conditions of the document referenced in Item 9A or 10A, as heretofore changed, remains unchanged and in full force and effect.

15A. NAME AND TITLE OF SIGNER (Type or print)

30-105-04EXCEPTION TO SF 30

APPROVED BY OIRM 11-84

STANDARD FORM 30 (Rev. 10-83) Prescribed by GSA

FAR (48 CFR) 53.243

Solicitation No. W912HV-16-R-0006, Maintenance and Repair of Refrigeration Systems and Heating, Ventilation, and Air Conditioning Systems, Commissaries and Central Distribution Centers (CDC), MCAS Iw akuni and Kure Pier 6, Japan

See Continuation Page

1. CONTRACT ID CODE PAGE OF PAGES

J 1 41

16A. NAME AND TITLE OF CONTRACTING OFFICER (Type or print)

16C. DATE SIGNED

16B. UNITED STATES OF AMERICA15C. DATE SIGNED15B. CONTRACTOR/OFFEROR

(Signature of Contracting Officer)(Signature of person authorized to sign)

8. NAME AND ADDRESS OF CONTRACTOR (No., Street, County, State and Zip Code) X W912HV-16-R-0006

X 9B. DATED (SEE ITEM 11)

06-May-2016

10B. DATED (SEE ITEM 13)

9A. AMENDMENT OF SOLICITATION NO.

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

X The above numbered solicitation is amended as set forth in Item 14. The hour and date specified for receipt of Offer is extended, X is not extended.

Offer must acknowledge receipt of this amendment prior to the hour and date specified in the solicitation or as amended by one of the following methods:

(a) By completing Items 8 and 15, and returning 1 copies of the amendment; (b) By acknowledging receipt of this amendment on each copy of the offer submitted;

or (c) By separate letter or telegram which includes a reference to the solicitation and amendment numbers. FAILURE OF YOUR ACKNOWLEDGMENT TO BE RECEIVED AT THE PLACE DESIGNATED FOR THE RECEIPT OF OFFERS PRIOR TO THE HOUR AND DATE SPECIFIED MAY RESULT IN REJECTION OF YOUR OFFER. If by virtue of this amendment you desire to change an offer already submitted, such change may be made by telegram or letter, provided each telegram or letter makes reference to the solicitation and this amendment, and is received prior to the opening hour and date specified.

12. ACCOUNTING AND APPROPRIATION DATA (If required)

13. THIS ITEM APPLIES ONLY TO MODIFICATIONS OF CONTRACTS/ORDERS.

IT MODIFIES THE CONTRACT/ORDER NO. AS DESCRIBED IN ITEM 14.

A. THIS CHANGE ORDER IS ISSUED PURSUANT TO: (Specify authority) THE CHANGES SET FORTH IN ITEM 14 ARE MADE IN THE

CONTRACT ORDER NO. IN ITEM 10A.

B. THE ABOVE NUMBERED CONTRACT/ORDER IS MODIFIED TO REFLECT THE ADMINISTRATIVE CHANGES (such as changes in paying office, appropriation date, etc.) SET FORTH IN ITEM 14, PURSUANT TO THE AUTHORITY OF FAR 43.103(B).

C. THIS SUPPLEMENTAL AGREEMENT IS ENTERED INTO PURSUANT TO AUTHORITY OF:

D. OTHER (Specify type of modification and authority)

E. IMPORTANT: Contractor is not, is required to sign this document and return copies to the issuing office.

14. DESCRIPTION OF AMENDMENT/MODIFICATION (Organized by UCF section headings, including solicitation/contract subject matter where feasible.)

10A. MOD. OF CONTRACT/ORDER NO.

U0002

2. AMENDMENT/MODIFICATION NO. 5. PROJECT NO.(If applicable)

6. ISSUED BY

3. EFFECTIVE DATE

CODE

CONTRACTING DIVISION

USACE-JAPAN DISTRICT

RM 147, BLDG. 250

CAMP ZAMA

ZAMA-CITY, KANAGAWA 252-8511

JAPAN

W912HV 7. ADMINISTERED BY (If other than item 6)

4. REQUISITION/PURCHASE REQ. NO.

CODE

See Item 6

FACILITY CODECODE

EMAIL:TEL:

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W912HV-16-R-0006

SECTION SF 30 BLOCK 14 CONTINUATION PAGE

SUMMARY OF CHANGES

B. CHANGES TO SOLICITATION:

b. Revised/Replaced Pages: Attached hereto are revised/replaced pages to the solicitation. The revision mark (Am-0002) is shown on each new page of the specifications.

Section Page No(s)/Paragraph No(s).

C - (Descriptions and Specifications) Pages 2 (Section 2.1) and 6 (Section 7.5) Performance Work Statement

c. Additional Technical Exhibits: The following Technical Exhibits are added to the specifications. This information is a sample only and will not become a part of any resulting contract, therefore the pages are not numbered.

Section Page No(s)/Paragraph No(s).

(Technical Exhibit 8) – Preventative Maintenance Work Plan (Sample, FIO)

(Technical Exhibit 9) – Refrigeration Racks & Condensers

(Sample, FIO)

C. QUESTIONS AND ANSWERS: The Government’s response(s) to question(s) submitted by prospective bidder(s)/offeror(s) are provided in below. Questions/Answers 1-6. The following questions were submitted by potential offeror (s). Answers provided below do not amend the solicitation (PWS, technical exhibits, attachments, etc.) unless it is specifically noted and incorporated into the solicitation.

1. What manufacturer will the technician require training for the new RMCS?

A1: Required technician training has been revised and is set forth in section 7.5 of the PWS. RMCS Equipment at Iwakuni Commissary is manufactured by Panasonic, Johnson Controls, Danfoss and Mitsubishi.

2. Will the floor drains for the unit cooler drain lines be the contractor's responsibility?

A2: In accordance with sections 20.2, 20.6.2 and other relevant sections within the PWS, the floor drains will be cleaned to floor level. Maintenance of the drains below floor level is not included in the contract.

3. What is the warranty period for the New Refrigeration and HVAC Equipment at the New Iwakuni Commissary.

A3: It is not possible at this time to give an exact warranty period for every equipment item. For Bldg #615, GoJ warranty ends 25 APR 2018.

4. Please provide us warranty period, warranty items for Iwakuni Commissary, Building 615 new buildings.

W912HV-16-R-0006

A4: It is not possible at this time to give an exact warranty period for every equipment item. Warranty questions which arise during the contract shall be addressed through the COR and DeCA for resolution by the Contracting Officer, as necessary. This does not relieve the contractor from performing any of the PPM requirements in the

PWS.

5. Spec specified "Perform refrigeration and HVAC periodic preventive maintenance (PPM) at the frequency recommended by equipment manufacturers and/or best commercial practices, but no less than on a monthly basis".

Could we have recommended service requirement from each manufacture of B615 Iwakuni building, GOJ project?

This may affect B615 warranty from GOJ. (Reference PWS Section 2. CONTRACTOR REQUIREMENTS)

A5: As stated in the PWS Paragraph 20.6, perform the refrigeration and HVAC periodic preventive maintenance (PPM) at the frequency recommended by the equipment manufacturers and/or best commercial practices, but no less than on a monthly basis. If the equipment manufacturer's PPM cannot be found, then the attached DeCA PPM sheets may be used as a guideline until those manufacturer's PPM requirements are located. This does not relieve the Contractor of complying with the manufacturer's recommended maintenance requirements and frequencies.

6. Do we have to dispose existing Chillers, AHU's, Pump's and AC units?

A6: Contractor responsibilities for disposal requirements are addressed in Environmental Requirements, 16. Clean Up, 19.1.2. and 20.13. Disposition of Material.

PERFORMANCE WORK STATEMENT

MAINTENANCE AND REPAIR OF REFRIGERATION SYSTEMS

AND HEATING, VENTILATION, AND AIR CONDITIONING SYSTEMS,

COMMISSARIES AND CDC, MCAS IWAKUNI AND KURE PIER 6,

JAPAN

20 March 2016 REVISED 25 May 2016 REVISED 3 June 2016

Prepared By U. S. Army Corps of Engineers

Japan District j2ctcsnm

W912HV-16-R-0006 (Am-0002) j2ctcsnm

C-1

1. GENERAL. This is a non-personal services contract to perform maintenance on all commissary and Central Distribution Center (CDC) refrigeration systems including the Refrigeration Monitoring and Control System (RMCS) and commissary heating, ventilation and air-conditioning (HVAC) systems at the MCAS IWAKUNI

COMMISSARY BLDG 615; IWAKUNI CDC BLDG 170; AND KURE PIER 6 COMMISSARY BLDG 250,

Japan. The Government shall not exercise any supervision or control over the contract service providers performing the services herein. Such contract service providers shall be accountable solely to the Contractor who, in turn is responsible to the Government.

1.1. Description of Services/Introduction. The contractor shall provide all personnel, equipment, supplies, facilities, transportation, tools, materials, supervision, and other items and non-personal services necessary to perform MAINTENANCE AND REPAIR OF REFRIGERATION SYSTEMS AND HEATING, VENTILATION, AND AIR CONDITIONING SYSTEMS, COMMISSARIES AND CDC, MCAS IWAKUNI

AND KURE PIER 6, as defined in this Performance Work Statement (PWS) except for those items specified as government furnished property and services. The contractor shall perform to the standards in this contract.

1.2. Scope. The Contractor shall provide all services, personnel, equipment, tools, parts, transportation, materials except as specified in Section 18. GOVERNMENT FURNISHED PROPERTY AND SERVICES, supervision, and other items necessary to perform MAINTENANCE AND REPAIR OF REFRIGERATION

SYSTEMS AND HEATING, VENTILATION, AND AIR CONDITIONING SYSTEMS COMMISSARIES

AND CDC, MCAS IWAKUNI AND KURE PIER 6, JAPAN.

1.3. Work and services to be provided by the Government are specified in Section 18. GOVERNMENT FURNISHED PROPERTY AND SERVICES. Work performed under this contract shall be conducted in accordance with the manufacturer’s recommendation and/or best commercial practices to operate the systems at optimum efficiency while maintaining the required operation, temperature and/or humidity conditions. The estimated quantities of emergency work are listed in Technical Exhibit 2, Emergency Call Workload Estimates.

1.4. Period of Performance. Period of performance for Base Year shall be from 01August 2016 through 31 July 2017. Four (4) additional option years may be exercised at the discretion of the Contracting Officer (KO) in accordance with FAR subpart 17.2.

2. CONTRACTOR REQUIREMENTS.

2.1. Perform refrigeration and HVAC periodic preventive maintenance (PPM) at the frequency recommended by equipment manufacturers and/or best commercial practices, but no less than on a monthly basis. The contractor shall also perform PPM on a monthly basis to ensure that all commissary main entrance and exit automatic door systems are clean and operational. The PPM shall include repairs, checks, tests, calibrations, adjustments, lubrications, and replacement of system parts. Loose parts including hinges shall be tightened and secured. Door surfaces including stainless frames shall be free of corrosions, dirt, and other foreign substances.

2.2. Be available for emergency service 24 hours/day, 7 days/week and furnish at least one (1), but not more than three (3) telephone numbers at which the contractor or his representative can be contacted 24 hours/day, 7 days/week.

2.3. Report to an authorized government personnel (AGP) immediately upon arrival at the commissary or CDC and notify the AGP when repairs have been completed.

2.4. Respond to an emergency call within two (2) hours for refrigeration equipment and complete emergency repairs within 24 hours after receiving the request from the AGP.

2.5. Respond to an emergency call by 0900 the following day for HVAC systems and complete emergency repairs within 24 hours of arrival after receiving the request from the AGP.

2.6. Perform PPM and emergency service with lead technicians having a minimum of five (5) years of journeyman refrigeration or HVAC mechanic experience for the applicable work.

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C-5 in performing the Periodic Preventive Maintenance (PPM) on refrigeration systems and a journeyman HVAC mechanic shall lead the PPM on HVAC systems.

7.5. Only qualified technicians shall maintain the refrigeration monitoring and control system (RMCS) and COM-TROL refrigeration control system. The technicians shall be craftsmen who have completed the training and certified by the RMCS / equipment manufacturers on proper installation, operation, and field service on the refrigeration monitoring and control system. Proof of certification shall be submitted to the Contracting Officer for verification. The Contractor shall provide evidence that technicians have completed (at least one) of the listed RMCS manufacture's training requirements and will be required to complete the remaining manufacturer's RMCS training within 6 months of the contract start date

7.6. On every occasion where the Contractor performs services, at least one (1) qualified mechanic approved under paragraph 7.2., shall be sent to the job. The qualified mechanic shall be capable of oral and written communication in English or at least one (1) member of the crew shall be capable of oral and written communication in English.

8. STORAGE. The Contractor may be permitted to store tools, equipment, spare parts and supplies, and operation and maintenance (O&M) manuals required for PPM and emergency service of existing systems in the commissary or CDC mechanical room or other area designated by the Contracting Officer in coordination with the Commissary or CDC Manager, provided that doing so creates no safety hazards. The Contractor shall bear full responsibility for housekeeping of the storage area and securing all stored items against loss or theft. At the termination of the contract, the Contractor shall remove all Contractor-owned tools and equipment. The Contractor shall coordinate with the Contracting Officer for turnover to the Government all O&M manuals, O&M records, and residual spare parts that the Government already paid for. If the Contractor stores materials, tools and equipment within/or adjacent to the commissary or CDC, it is at his own risk. The Government is not responsible for theft, damage, etc., of this property.

9. RESERVED.

10. COMMISSARY AND CDC HOURS OF OPERATION.

10.1. Normal commissary hours of operation are approximately:

Days Iwakuni Kure Pier 6

Sunday 1100 – 1800 hrs Closed Monday Closed 1100 – 1800 hrs Tuesday 1000 – 1900 hrs 1100 – 1800 hrs Wednesday 1000 – 1900 hrs 1100 – 1800 hrs Thursday 1000 – 1900 hrs 1100 – 1800 hrs Friday 1000 – 1900 hrs 1100 – 1800 hrs Saturday 0900 – 1800 hrs Closed

10.2. Normal CDC Bldg 170 hours of operation:

Monday to Friday 7:30 - 16:30 Saturday and Sunday Closed

10.3. The commissary and CDC schedules indicated above are the normal hours and are subject to change to adapt to the Base and DeCA requirements. There are certain Federal holidays (New Year's Day, Martin Luther King Jr.'s Birthday, President's Day, Memorial Day, Independence Day, Labor Day, Columbus Day, Veteran's Day, Thanksgiving Day, and Christmas Day) during which some or all of these facilities are closed. There is no definite schedule. The Contractor shall take into consideration these closures and plan the PPM accordingly.

The Contractor shall coordinate closely with the AGP regarding the hours of operation. Should the Contractor j2ctcsnm Rectangle j2ctcsnm Typewritten Text j2ctcsnm Typewritten Text j2ctcsnm Typewritten Text W912HV-16-R-0006 (Am-0002) j2ctcsnm

TECHNICAL EXHIBITS

1. Performance Standards

2. Emergency Call Workload Estimates

3. RESERVED

4. Monthly Preventive Maintenance Checklist (Sample)

5. Examples of Contract Discrepancy Reports

6. Quality Standards (Temperature Limits)

7. Equipment List (Refrigeration & HVAC)

**** 8. Preventive Maintenance Work Plan (Sample, FIO) ****

**** 9. Refrigeration Racks & Condensers (Sample, FIO) **** j2ctcsnm Typewritten Text W912HV-16-R-0006 (Am-0002) j2ctcsnm

– Weekly - Monthly - Quarterly - Semi-Annually - Annually - Seasonal Start-Up - Season Shut Down

Check thermometer and RMCS sensor for accuracy.

Inspect evaporator coils & refrigerant flow control device.

Check for proper refrigerant level and look for any indication of moisture in the system..

Verify the thermostats, pressure controls, contactors, relays & defrost time clocks all work..

Verify defrost clock setting and operation.

Check overall system operation: Temperature readings inside the unit to temperature checks to the discharge, liquid & suction lines.

Inspect and clean fan motors and blades and ensure proper operation.

Clean & lubricate moters as required.

Inspect & clean the evaporator coils.

Check the refrigeration system door gaskets, hinges & latches for proper seal & closure..

Check/clean the evaporator drain pans..

Check/clean the condensate drain lines to floor level to prevent obstructions.

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Use ShopVAC to clean coil area. After vacuum, clean area with warm water and soap.

Secure power to unit and remove back or bottom panel to evaporator coil.

Wipe down fan blades, motors and brackets with moist cloth.

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Inspect unit for unusual noise and/or vibration, ensure that it is in good working order.

If unit is not running or an identified problem requires the unit to be serviced, perform ALL listed below.

If present, inspect belts for proper tension and wear (if belts are replaced, record belt type and replacement date on unit) Inspect fan and motor assemble for proper alignment.

Provide lubrication, if necessary.

Clean entire unit, motor and fan assembly with a damp cloth.

Check exhaust fan intake grills for dirt/debris.

For fans 2HP or more, check load amps.

Inspect fan and motor pulleys for proper alignment.

Inspect fan blades and moving parts for excessive wear.

Inspect all fan wiring for deterioration.

Ensure tightness of all electrical connections.

Inspect motor starter/control center.

Ensure that overload settings are proper Verify correct operation of starter.

Inspect electrical contact surfaces.

Inspect fan assembly.

Verify tightness of balance weights.

– Weekly - Monthly - Quarterly - Semi-Annually - Annually - Seasonal Start-Up - Season Shut Down

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– Weekly - Monthly - Quarterly - Semi-Annually - Annually - Seasonal Start-Up - Season Shut Down

Observe unit, note any unusual noise and/or vibrations.

Ensure that unit is supplying air if in demand, vice versa.

Provide lubrication, if necessary.

Inspect all pneumatic/electrical connections, tighten if necessary.

Observe and inspect VAV control box.

Inspect all fan wiring for deterioration.

Inspect motor-shaft connection and ensure tightness.

Clean dampers and fan blades.

Inspect controls and cycle actuators to ensure proper operation.

Verify that dampers open and close fully.

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– Weekly - Monthly - Quarterly - Semi-Annually - Annually - Seasonal Start-Up - Season Shut Down

Inspect entire unit for unusual noise and/or vibration, ensure that it is in good working order.

Provide lubrication, if necessary Check that damper linkages are properly connected and operating Inspect piping and fittings for leaks (steam, condensate, hot water, chilled water).

Inspect ductwork flexible connectors for abnormalities or leaks.

Inspect felt/rubber gaskets around access doors.

Following inspection, record observations and deficiencies, if any.

Check outside air intake louvers.

If problems are identified and unit requires servicing, perform all Non-Critical Tasks for the problematic components.

Inspect pre and final filters for abnormal accumulation of dirt and debris, replace if necessary.

Write installation date on new filters.

Clean filter rack and vacuum filter section after removal of old filters and prior to installing new filters.

Inspect filter rack and ensure that air path does not bypass filters.

Inspect coils (steam, hot water, chilled water) for accumulation of dirt and debris, clean if necessary.

Inspect/adjust humidifier, if present Check access doors for tightness.

Check fire smoke dampers for proper operation.

Inspect belts for proper tension and wear (if belts are replaced, record belt type and replacement date on unit) Inspect entire motor and fan assembly, clean with a damp cloth.

Lubricate fan bearings and motors.

Lubricate all moving parts/connections, if necessary.

Operate dampers over the full modulation range, verify proper operation.

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– Weekly - Monthly - Quarterly - Semi-Annually - Annually - Seasonal Start-Up - Season Shut Down

Inspect all gauges and meters, ensure they are functional, replace if necessary.

Inspect coil fittings, tighten if necessary.

Utilize fin comb to straighten coil fins.

Clean/flush water or y-strainers and drip leg.

Inspect steam traps Inspect all fan wiring for deterioration.

Tighten all electrical contacts.

Inspect motor starter/control center.

Verify operation of starter and inspect contact surfaces for pitting or wear.

Check damper linkage, set screws and blade adjustment for proper tightness.

Inspect bearing collar set screws on fan shaft, ensure tightness.

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– Weekly - Monthly - Quarterly - Semi-Annually - Annually - Seasonal Start-Up - Season Shut Down

If unit is not running or an identified problem requires the unit to be serviced, perform ALL listed below.

Clean and re-install permanent filters or replace disposable filters.

Provide lubrication, if necessary.

Clean coils by vacuuming or brushing.

Clean entire unit, motor and fan assembly with damp cloth.

Use fin comb to straighten coil fins.

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– Weekly - Monthly - Quarterly - Semi-Annually - Annually - Seasonal Start-Up - Season Shut Down

Provide lubrication, if necessary.

If unit is not running or an identified problem requires the unit to be serviced, perform ALL listed below.

Flush and clean strainers.

Check operation of gauges and record pressures and temperatures.

Inspect seals and packing, tighten or replace as necessary.

Lubricate impeller shaft bearings.

Inspect motor and pump alignment.

Inspect mounting bolts and vibration isolators of the pump under load conditions.

Start and stop pump, noting any vibration and overall performance.

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– Weekly - Monthly - Quarterly - Semi-Annually - Annually - Seasonal Start-Up - Season Shut Down

Observe unit in operation, note any unusual noises and/or vibrations.

Inspect for leaks and/or corrosion.

Ensure that temperatures are within proper parameters.

Verify and calibrate all associated controls under load, verify proper sequences of operation.

Inspect gauges and verify proper operation.

Inspect all safety devices for proper operation (vacuum breakers, hi-temperature safeties, relief valves, etc).

Inspect condensate drain system and clean as necessary.

Inspect steam traps for proper operation.

Check inlet and outlet water temperatures to measure performance of heat exchanger.

Overhaul if necessary.

Visually inspect shell and tubes for fouling and/or corrosion. Assess tube condition.

Remove vessel hand-hole covers and inspect for any abnormal conditions (i.e. - scale, corrosion, etc.)

Clean shell and tubes chemically, if required/necessary.

*Non-destructive testing should be performed on the heat exchangers every three years.

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– Weekly - Monthly - Quarterly - Semi-Annually - Annually - Seasonal Start-Up - Season Shut Down

If unit is not running or an identified problem requires the unit to be serviced, perform ALL listed below.

Clean and re-install permanent filters or replace disposable filters.

Provide lubrication, if necessary.

Clean coils by vacuuming or brushing.

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– Weekly - Monthly - Quarterly - Semi-Annually - Annually - Seasonal Start-Up - Season Shut Down

If unit is not running or an identified problem requires the unit to be serviced, perform ALL listed below.

Clean and re-install permanent filters or replace disposable filters.

Provide lubrication, if necessary.

Clean coils by vacuuming or brushing.

Clean entire unit, motor and fan assembly with damp cloth.

Clean condensate drip pan.

Flush condensate drain piping and eliminate potential blockages.

Use fin comb to straighten coil fins.

Clean and flush strainers.

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– Weekly - Monthly - Quarterly - Semi-Annually - Annually - Seasonal Start-Up - Season Shut Down

Check with operating or area personnel for deficiencies.

Check unit for proper operation, excessive noise, or vibration.

Clean intake side of condenser coils, fans, and intake screens.

Check electrical wiring and connections; tighten loose connections.

Inspect fan(s) for bent blades or unbalance; adjust and clean as necessary.

Check belts for condition, proper tension and misalignment; adjust as required.

Lubricate shaft bearings and motor bearings.

Inspect piping and valves for leaks; tighten connections as necessary.

Replace air filters.

Check refrigerant pressure; add refrigerant as necessary.

Clean evaporator drain pan, and drain piping as required.

Cycle the reverse cycle valve to insure proper operation.

Clean area around equipment.

Fill out maintenance checklist and report deficiencies.

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– Weekly - Monthly - Quarterly - Semi-Annually - Annually - Seasonal Start-Up - Season Shut Down

Visually inspect all piping and valves, check for leaks.

Ensure that controls maintain setpoint.

Check insulation on heater, repair as necessary.

Check operation and condition of pressure relief valve.

With unit under load, inspect for leaks and any signs of abnormal operation.

Drain unit until all sediment and discolored water is expelled.

Inspect tank exterior, fittings and hand-holes for signs of corrosion.

Ensure that mixing valves operate as intended.

Operate and inspect all control linkages. Adjust and lubricate linkages as necessary.

Clean, test and inspect sight glasses, valves, fittings, drains and controls.

Check steam control valves and steam traps for proper operation.

Check electrical wiring connections on controls and switches.

Exercise all manual isolation valves, as applicable, over full range and ensure full closure.

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– Weekly - Monthly - Quarterly - Semi-Annually - Annually - Seasonal Start-Up - Season Shut Down

Operate the controls over the full range of modulation to ensure proper operation of the valve and actuator.

Stroke the valve to ensure it maintains pressure setpoint.

Verify that the control valve is providing tight shutoff of the controlled medium.

Inspect condition of valve actuator.

Check for leaks.

Inspect pilot positioner.

Check/inspect pipe condition immediately after PRV station.

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– Weekly - Monthly - Quarterly - Semi-Annually - Annually - Seasonal Start-Up - Season Shut Down

Inspect all wiring for deterioration and tighten electrical contacts. Check for corrosion and cleanliness.

Observe unit in operation, note any unusual noise or vibration.

Inspect and clean condenser coils. Remove accumulated dirt and debris.

Check operation of head pressure controls Lubricate motor and fan bearings Observe unit in operation, note any unusual noise or vibration.

Inspect and replace filters if necessary. Write installation date on the filter.

Lubricate fan and motor bearings.

Check control sequencing Inspect mounting bolts and tighten if needed.

Verify unit is properly grounded.

Verify proper operation of crankcase heater (if applicable).

Check for refrigerant leaks and repair as necessary.

Check refrigerant levels and recharge if needed.

Check for oil leaks and repair as necessary.

Check compressor oil level (excludes hermetically sealed units), if unit is equipped with a sight glass.

Run machine, check action of controls, relays, switches and safeties or limit switches.

Verify unit operates at the proper suction and discharge pressures. Measure and record each.

Verify unit operates at proper discharge temperature. Measure and record temperature difference across the coil.

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Inspect all wiring for deterioration and tighten electrical contacts. Inspect for cleanliness and corrosion.

Check for arcing on contact.

Inspect condenser fans, bearings, housings, protective shields, motors, drives and/or belts.

Lubricate fan and motor bearings.

Inspect fan and motor starters.

Visually inspect motor starter/control/relay center.

Verify operation of starter and inspect contact surfaces for pitting or wear.

Inspect mounting bolts and tighten if needed.

Vacuum unit and surrounding area.

Clean (pressure wash) and comb condenser coils with a fin comb, if necessary.

Air Handling Unit (Evaporator) Inspect bearing collar set screws on fan shaft to make sure they are tight.

Inspect blades and moving parts for cracks and excessive wear.

Inspect fan for vibration or excessive noise.

Inspect all wiring for deterioration and tighten electrical contacts.

Visually inspect motor starter for broken parts, contact arcing or any evidence of overheating.

Inspect dampers and fan blades for dust buildup and clean if necessary.

Vacuum unit and surrounding area.

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Inspect tanks for signs of leakage or corrosion.

Verify proper tank level as noted in sight glass.

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Check with operating personnel for deficiencies; check operating log sheets for indications of increased temperature trends.

Check unit for proper operation, excessive noise or vibration.

Check pulley alignment and belts for condition, proper tension and misalignment on external purge pump system, if applicable; adjust for proper tension and or alignment.

Check purge pump vacuum oil level, as required; add/change oil as necessary.

Lubricate pump shaft bearings and motor bearings.

Inspect cooling and system water piping circuits for leakage.

Clean area around equipment.

Fill out maintenance checklist and report deficiencies Check and clean strainers in all lines as required.

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Check unit for proper operation, excessive noise or vibration.

Run system diagnostics test.

Check oil level in sight glass of lead compressor only, add oil as necessary.

Check superheat and subcooling temperatures.

Check liquid in line sight glass, oil and refrigerant pressures.

Check contactors, sensors and mechanical safety limits.

Check electrical wiring and connections; tighten loose connections.

Clean intake side of condenser coils, fans, and intake screens.

Inspect fan(s) or blower(s) for bent blades or imbalance.

Lubricate shaft bearings and motor bearings as required.

Inspect plumbing and valves for leaks, adjust as necessary.

Check evaporator and condenser for corrosion.

Clean chiller and surrounding area.

Fill out maintenance checklist and report deficiencies.

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Visually inspect all piping and valves, check for leaks.

Ensure that controls maintain set point.

Check insulation on heater, repair as necessary.

Drain unit until all sediment and discolored water is expelled.

With unit under load, inspect for leaks and any signs of abnormal operation.

Inspect tank exterior, fittings and hand-holes for signs of corrosion.

Ensure that mixing valves operate as intended.

Operate and inspect all control linkages. Adjust and lubricate linkages as necessary.

Inspect and clean combustion air passages.

Test operation of gas pressure regulator and adjust setting if necessary.

Clean, test and inspect sight glasses, valves, fittings, drains and controls.

Inspect ignition and pilot assembly. Clean and adjust igniter if necessary.

Exercise all manual isolation valves, as applicable, over full range and ensure full closure.

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Inspect operation of vacuum pump for excessive vibration, noise, heat, etc.

Change oil, resume operation and check oil for proper oil level and pressure.

Change oil filter. After replacement, check for leaks.

Change air intake filters.

Check operation of the cut-in and cut-out pressure controls.

Check belt condition. Replace worn belts with matching sets. Check and adjust belt tension.

Check sheave alignment and level of shafts.

Check operation of unloader and check valves.

Record vacuum run times.

Check high pressure safety relief valve.

Check operation of motor operation and starter. Record motor amperage and voltage readings per phase.

Check operation of all safety relief valves.

Check operation of all valve assemblies as required.

Clean and degrease the compressor cooling fins.

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Annual tasks should be performed at the end of each heating season and coordinated with annual boiler inspections.

Boiler Shell Remove the rear and/or side access panel and cleanout.

Access the fireside of the boiler and thoroughly clean all internal surfaces, vacuum surfaces and remove all debris.

Clean spaces leading from exhaust breeching to exhaust flue. Inspect for corrosion or damage.

Inspect and replace, as necessary, all gaskets.

Peripherals

Inspect burner natural gas valves, oil valves, air intake damper and back draft damper linkages, adjust if necessary.

Lubricate all burners, damper actuator linkage moving parts and pivot points.

Exercise joints and remove excess lubricant.

Inspect all fuel solenoid valves for unusual noises, full closure and proper operation.

Check fuel cam profile spring for wear, scoring, discoloration.

Clean and inspect all fuel oil strainers.

Check oil pressure gauge for accuracy.

Check actuator motor for proper operation.

Check ignition electrode/pilot for proper gap/flame, adjust if necessary.

Check/test burner control panel/system for the following indicating lights/safety devices/alarms;

flame failure, high/low gas/oil pressure, air switch.

Inspect flame detector lens, clean if necessary.

For electric ignition systems, test and record voltage readings on each side of the ignition transformer.

Inspect combustion fan motor and ensure that fan is secured tightly to shaft. Provide lubrication and clean fan blades. If fan is belt driven, check for proper alignment.

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Check low/high water limit controllers, adjust/tighten linkages if necessary. If probe type, ensure that sensors are clean and free of debris.

Inspect boiler safety relief valve and assure proper operation.

Ensure proper operation of low/high temperature limit controllers.

Tune boiler for operation on the primary fuel. A combustion gas analyzer should be used to check burner efficiency at 25%, 50%, 75% and 100% firing rate.

Other observations should be made during boiler tune-up such as fuel/air ratio, flame color/spread, opacity, stack temperatures and O2/Nox/CO/CO2 concentrations.

Record all observations Ensure that boiler components are operating in proper sequence.

Visually inspect all control linkages and components for proper operation, lubricate moving parts, if necessary.

Inspect boiler piping, valves and fitting for leaks.

Ensure that boiler pressuretrol set points are not excessively high.

Experiment with lowering set points in order to conserve energy while meeting building demand.

If problems or inefficient operation are identified correct deficiencies immediately.

*Non-destructive testing should be performed on the boilers every three years.

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Annual tasks should be performed at the end of each heating season and coordinated with annual boiler inspections.

Boiler Shell Remove the rear and/or side access panel and cleanout.

Access the fireside of the boiler and thoroughly clean all internal surfaces, vacuum surfaces and remove all debris.

Clean spaces leading from exhaust breeching to exhaust flue. Inspect for corrosion or damage.

Inspect and replace, as necessary, all gaskets.

Peripherals Inspect burner natural gas valves, oil valves, air intake damper and back draft damper linkages, adjust if necessary.

Lubricate all burners, damper actuator linkage moving parts and pivot points.

Exercise joints and remove excess lubricant.

Inspect all fuel solenoid valves for unusual noises, full closure and proper operation.

Check fuel cam profile spring for wear, scoring, discoloration.

Clean and inspect all fuel oil strainers.

Check oil pressure gauge for accuracy.

Check actuator motor for proper operation.

Check ignition electrode/pilot for proper gap/flame, adjust if necessary.

Check/test burner control panel/system for the following indicating lights/safety devices/alarms;

flame failure, high/low gas/oil pressure, air switch.

Inspect flame detector lens, clean if necessary.

For electric ignition systems, test and record voltage readings on each side of the ignition transformer.

Inspect combustion fan motor and ensure that fan is secured tightly to shaft. Provide lubrication and clean fan blades. If fan is belt driven, check for proper alignment.

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