Water_Cooled_Chillers_Checklist_&_Condition_Assesment.docx

DOCX document 25 KB Posted

Attached to
HVAC-Systems and Related Services
Solicitation number
26-0009-RFP
Issued by
Pinellas County, Florida

About this file

This is a Water-Cooled Chillers Checklist and Condition Assessment form for Pinellas County, Florida's comprehensive Chiller Preventive Maintenance and Condition Assessment program. The document serves as an annual inspection and maintenance checklist that contractors must complete for each water-cooled chiller asset and associated components covered under the HVAC Systems and Related Services contract. The form requires contractors to perform and document a comprehensive range of maintenance tasks including lubrication and equipment adjustment, electrical testing via Megger insulation testing, refrigerant piping inspection, pressure and temperature control calibration, starter inspection and torque verification, safety switch and alarm testing, compressor performance evaluation, leak detection and repair, oil analysis under EPA guidelines, vibration analysis with baseline trending, and bearing clearance measurement. The checklist must be completed annually and submitted as part of the Annual Preventive Maintenance documentation package, with signatures required from both the contractor and county representative upon completion.

The form includes a detailed Condition Rating Scale that categorizes equipment into five conditions: Very Good (new or like-new with full performance capability), Good (acceptable operating condition with no immediate corrective work required), Fair (functional but degraded with increased monitoring needed), Poor (unacceptable condition nearing failure requiring near-term replacement planning), and Failed (nonfunctional or unsafe requiring immediate replacement or major repair). The assessment framework supports Pinellas County's emphasis on structured documentation, asset management, and Remaining Useful Life projections to strengthen reliability and long-term infrastructure planning. Contractors must provide comprehensive inspection documentation, test results, and formal condition assessments as part of the quarterly vendor performance review process outlined in the broader contract opportunity.

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Text version

Page 2 of 2 Water Cooled Chillers

INSTRUCTIONS FOR COMPLETING – CHECKLIST AND CONDITION ASSESSMENT The Contractor shall complete for each asset and its associated components covered under this contract. This form must be completed annually and submitted as part of the Annual Preventive Maintenance documentation package. Check off next to each completed task.

Location

Description

Lubricate and adjust equipment as required by manufacturer’s recommendations.

Inspect and perform Megger testing of electric wiring from the line side starter to its respective motor including VFDs.

Inspection of refrigerant piping between two or more pieces of equipment (excluding chilled water piping) and the insulation of the piping.

Inspect all pressure and temperature controls, thermometers, gauges, linkages, control devices and thermostats located at equipment and calibrate as required.

Inspect the starters; ensure proper torque and contact.

Verify the working condition of all indicator/alarm lights and LED/LCD displays.

Check all safety switches and alarms for proper operation. Calibrate or adjust as required.

This shall include, but not limited to:

Set to:
High-pressure cutoff
Set to:
Low-pressure cutoff

Low oil pressure switch

Oil pump timers

Flow switches

Pump interlocks

System monitor timers

System freeze stats

Vane closing switches

Check operation of all operating controls and calibrate as required:

Temperature control stats

Motor load limit controls

Vane operation controls

Timers

Variable frequency drive units (if applicable)

Check compressor operation:

Performance evaluation

Check and record voltage imbalance

Check and record amperage balance

Check terminal lug torque to specifications

Check lubricating system, oil levels, and temperatures

Check vane operation under various loaded conditions

Check operation of expansion valve, superheat settings

Check and evaluate performance of purge compressor unit (if applicable)

Check operation of chiller unit:

Leak check compressor fittings and terminals

Leak check purge compressor (if applicable)

Leak check oil pump and fittings

Leak check relief valves and rupture disk

Leak check all service valves

Locate leaks if refrigerant charge is low

Check operation of main starter:

Examine contacts on all electrical connections

Verify overload and trip settings

Test all electrical connections per manufacturer’s torque specifications

Check terminal lug torque to specifications

Check operation of chiller:

Measure and record condenser and evaporator approach

Notes

Verify operation of the lead lag sequence and change if applicable

Oil Analysis: This will include a full spectrum analysis to be collected under EPA guidelines. The spectrochemical analysis will test for wear and corrosion elements in the oil sample. This will include, but not limited to: iron, chromium, aluminum, lead, silicon, tin, and zinc. The Karl Fisher method shall determine the water content of the oil

Vibration Analysis: Shall be conducted on an annual basis and a baseline trend established, charted, and compared with the manufacturer’s specifications.

Perform Megger Insulation Test on compressor motor per manufacturer’s specifications and schedule.

Notes

Complete leak check of chiller and minor leak repairs. Calculate and report refrigerant loss.

Notes

Checks all seals and replace as needed.

Change all filters per chiller maintenance recommendation.

Inspect all wiring and connections for tightness and signs of overheating and discoloration.

Inspect starter panel and main contacts for pitting/burring. Torque all connections and clean starter with approved cleaner.

Inspect internal piping, internal wiring, motor bearings, transmission gears and nuts and check for signs of moisture.

Measure and record bearing clearings.

Check all linkages for wear and for free and smooth operation.

Start Value

Finish Value

Measure and record motor voltage and amperage and calculate the voltage and current imbalance.

Compare amperage with rated amperage.

Notes

Date:

Contractor Signature:

County Representative Signature:

Condition Rating Scale

Notes

Description of Condition Rating Scale

Very Good
Component is in new or like-new condition with full performance capability. No corrective actions are required beyond routine preventive maintenance.
Good
Component is in acceptable operating condition, performing as intended, with no immediate corrective work required outside of scheduled preventive maintenance.
Fair
Component remains functional but is degraded or showing measurable wear. Increased monitoring and prioritization for future capital planning is required.
Poor
Component condition is unacceptable or nearing failure. Significant deterioration or recurring issues exist and near‑term replacement must be planned.
Failed
Component is nonfunctional, inoperable, or unsafe to operate. Immediate replacement or major corrective repair is required.

File details come from the government source that posted it. Updated .