HVAC PM Annual Service

The Commonwealth of Massachusetts is procuring annual preventive maintenance services for HVAC equipment, including central HVAC systems, ductless mini-split units, and rooftop package units across its facilities. The primary objectives are to maintain equipment in peak operating condition, extend service life, minimize unplanned downtime, improve energy efficiency, and ensure compliance with manufacturer recommendations and applicable codes. Required qualifications include EPA 608 Universal Certification for all technicians, with lead technicians requiring a minimum of five years of commercial HVAC experience. The scope of work encompasses monthly filter inspections and replacements, quarterly indoor unit housing cleaning, semi-annual coil cleaning and refrigerant leak inspections, and annual comprehensive inspections of heat exchangers, safety controls, electrical connections, and system performance testing. All scheduled preventive maintenance visits must be coordinated at least five business days in advance and performed during normal business hours (Monday-Friday, 8:00 AM - 5:00 PM), with 24/7 emergency service availability required. Technicians must comply with OSHA standards, NFPA 70 (NEC), ASHRAE guidelines, and local codes, including lockout/tagout procedures and appropriate personal protective equipment. The contract includes labor for all scheduled preventive maintenance tasks and standard materials such as replacement filters (MERV 8 or as specified), condensate drain treatment, belts, cleaners, lubricants, and refrigerant leak detection solution, with separate quotes required for refrigerant, specialty filters, and replacement components. Service reports must be submitted electronically within 48 hours of completion, documenting all tasks performed, equipment readings, materials used, deficiencies observed, and recommended repairs. The posting date was April 16, 2026, with proposals due by May 6, 2026.

The procurement documents do not specify set-aside designations, restrictions on organization types, or disadvantaged enterprise requirements. No incumbent vendors or current contractors are identified in the available documentation. No specific budget range or award value is listed in the opportunity summary. The scope of work explicitly excludes ductwork cleaning or replacement, refrigerant system retrofits, electrical service upgrades, building automation system programming, roof repairs, plumbing work beyond condensate drain service, and equipment added to the site after contract execution without written amendment. Interested vendors should review the complete Scope of Work document (HVAC_PM_Scope_of_Work.docx) for additional technical specifications and any additional submission requirements or evaluation criteria that may be detailed therein.