HomeMy WebLinkAbout98- Planned Service Agreement No. 8080-7229
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,J~NSON
CONTR@LS 1
Planned Service Agreement
Proposal Date: April 30, 1998
Bozeman City Administration Building
PO Box 640
Bozeman, MT 59715
Agreement No: 8080-7229
LocallD No: 10012
Scope of Service:
Johnson Controls, Inc. (JCI or Johnson Controls) and the Customer agree that the services checked below will be provided by JCI
at the Customer's facility. The Terms and Conditions, Assurance Services, Equipment Listings, and Schedules included in this
Agreement cover the rights and obligations of both the Customer and JCI.
Primary Heating Equipment
X Basic
Associated Air
Conditioning/Heating (AAH)
X Basic
Automatic Temperature
Controls
X Premium
Term/Automatic Renewal
This Agreement takes effect on July 1, 1998. It will continue for an original term of 1 year. It will automatically renew on a year-
to-year basis after the original term ends unless the Customer or JCI give the other written notice that it does not want to renew.
The notice must be delivered at least 30 days before the end of the original term or of any renewal year. Renewal price
adjustments are discussed in the Terms and Conditions.
Price and Payment Terms
The total price for JCl's service during the original term of this agreement is $3,062.00 annually. This amount will be paid to JCI
in 2 installments of $1,531.00. These payments will be due and payable when the Customer receives JCl's invoice and in
advance of the services JCI is to provide.
JOHNSON CONTROLS, INC.
ff?, U~ Cifur
Ron A Van Vliet
Bozeman City Administration Building
-~4<8198
/ / Date
~--\
~E8e~~ Clark V. Johnson
Date July 8.1998
City Manager
Service Team Supervisor
(406) 582-2305
Telephone Number
Customer Purchase Order Number
JCI Branch: Great Falls
Branch Address: 900 2nd Street South Great Falls MT 59405
Branch Phone #: 406.453.2407
Renewal Date: 6/30/99
Additional Terms and Conditions follow
Form 9115
0a1NSON
CONT~ 2
Bozeman City Administration Building
Additional Locations
Building
Location
Location 1.0. No.
Supplemental Price and Payment Terms
Special Additions and Exceptions
for JCI
for Bozeman City Administration
OTHER WARRANTIES ON THE EQUIPMENT FURNISHED UNDER THIS
AGREEMENT, INCLUDING ALL IMPLIED WARRANTIES OF
MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE
C. SCOPE OF SERVICE
Customer understands that JCI is a provider of services under this Agreement
JCI shall not be considered a merchant or a vendor of goods. If JCI installs or
fumishes a piece of equipment under this Agreement, and that equipment is
covered by a warranty from the manufacturer, JCI will transfer the benefits of
that manufacturer's warranty to Customer if this Agreement with Customer
terminates before the equipment manufacturer's warranty expires.
D. CUSTOMER OBLIGATIONS AND COMMITMENTS TO JCI
1) The Customer warrants that, to the best of the Customer's knowledge, that all
Covered Equipment is in good working condition and that the Customer has
giwn JCI all information of which Customer is aware concerning the condition of
the Covered Equipment
2) The Customer agrees that, during the term of this Agreement, the Customer
will:
(a) operate the Covered Equipment according to the manufacturer's
recommendations;
(b) keep accurate and current work logs and information on the Cowred Equipment
as recommended by the manufacturer;
(c) provide an adequate environment for Cowred Equipment as recommended by
the manufacturer or as recommended by JCI, including adequate space,
electrical power, air conditioning, and humidity control;
(d) notify JCI immediately of any equipment malfunction, breakdown, or other
condition affecting the operation of the Covered Equipment;
(e) allow JCI to start and stop, periodically turn off, or otherwise change or
temporarily suspend equipment operations so that JCI can perform the services
required under this Agreement; and
(f) provide proper condenser and boiler water treatment, as necessary, for the
proper functioning of Covered Equipment. if such services are not JCI's
responsibility under this Agreement.
3) The Customer acknowledges that its failure to meet these obligations will relieve
JCI of any responsibility for any equipment breakdown, or any necessary repair
or replacement, of any equipment.
E CHANGES TO CUSTOMER EQUIPMENT
The Customer retains the right to make changes or alterations to its Equipment
If, in JCI's opinion, such changes or alterations substantially affect JCI's services
or obligations, JCI shall halle the right to make appropriate changes to the scope
or to the price of this Agreement or to both.
F. ACCESS
The Customer will gille JCI full access to all equipment that is either COllered
Equipment or associated with it when JCI requests such access. If access
cannot be provided, JCI's obligations under this Agreement will be suspended
until such access to the equipment is provided. Matters affecting JCI's access
to the equipment may include, but are not limited to, the removal, replacement,
repair, refinishing, restoration, reconstruction, or other remedial actions taken by
the Customer with respect to equipment or to the Customer's facility.
Suspension of JCI's duties for this reason will not cancel or suspend any of the
Customer's obligations under this Agreement.
G. EXCLUSIONS
JCI's services under this Agreement do not include:
1) supplies, accessories, or any items normally consumed during the use of
COllered Equipment, such as ribbons, bulbs, and paper;
2) calls resulting from lack of operator-Iellel prellentille maintenance, site-related
problems, or operator error;
3) service calls due to failures resulting from acts of God, abuse or misuse of
equipment, or alterations, modifications, or repairs to equipment not performed
or provided by JCI;
4) the fumishing of materials and supplies for painting or refinishing equipment;
5) electrical work to the Customer's facility necessary because of equipment;
6) service calls resulting from attachments made to COllered Equipment or other
Equipment not covered by this Agreement;
7) the repair or replacement of ductwork, casings, cabinets, structural supports,
tower fill/slats/basin, hydronic and pneumatic piping, and vessels, gaskets, and
piping not normally replaced or maintained on a scheduled basis, and removal
of oil from pneumatic piping;
8) service calls resulting from the effects of erosion, corrosion, acid cleaning, or
damage from unexpected or especially severe freezing weather that is beyond
what is prellented by JCI's normal maintenance;
9) work caused by any operation of, adjustments to, or repair to, Cowred
Equipment by others not authorized in advance by JCI;
10) work caused by the negligence of others, including but not limited to equipment
operators and water treatment companies;
TERMS
TERMS AND CONDITIONS
1) DEFINITIONS
(a) COVERED EQUIPMENT means the equipment for which services are to be
provided under this Agreement. COllered Equipment are defined by the
applicable Assurance Services pages and Equipment Lists attached to this
Agreement.
(b) EQUIPMENT FAILURE means the sudden and accidental failure of moving
parts or electric or electronic components that are part of the Covered
Equipment and that are necessary for its operation.
(c) SCHEDULED SERVICE VISITS include labor required to perform inspections
and prewntiw maintenance on COllered Equipment.
(d) SCHEDULED SERVICE MATERIALS include materials required to perform
Scheduled Service Visits on Covered Equipment.
(e) REPAIR LABOR includes labor necessary to restore Covered Equipment to
working condition following an Equipment Failure and excludes total equipment
replacement due to obsolescence or unavailability of parts.
(f) REPAIR MATERIALS includes materials necessary to restore Covered
Equipment to working condition following an Equipment Failure and excludes
total equipment replacement due to obsolescence or unavailability of parts. At
JCI's option, Repair Materials may be new, used, or reconditioned. All Repair
Materials are covered by the warranty as described below.
2) SERVICE COVERAGE OPTIONS
(a) BASIC COVERAGE includes Scheduled Service Visits, plus Scheduled
Service Materials if elsewhere noted In this Agreement, for Covered Equipment.
(b) PREMIUM LEVEL COVERAGE includes BASIC COVERAGE as well as
Repair Labor, plus Repair Material if elsewhere noted in this Agreement, for
Covered Equipment
(c) PRIME LEVEL COVERAGE includes BASIC COVERAGE as well as Repair
Labor, plus Repair Materials if elsewhere set forth in this Agreement, for
COllered Equipment consisting of centrifugal, absorption, or screw chillers.
PRIME LEVEL COVERAGE also inCludes Repair Labor, and Repair Materials if
otherwise set forth in this Agreement. for diagnosed imminent equipment failure
as well as actual Equipment Failure. PRIME LEVEL COVERAGE includes the
following services and requirements.
-JCI will analyze diagnostic tests including pre.Vue Vibration Analysis,
spectrochemical oil analysis, and megohm readings. All diagnostic tests
must be performed at JCI-specified test standards. If elsewhere noted in this
Agreement, coverage will include Repair Labor and Repair Material for heat
exchanger tubes if an Eddy Current Analysis, acceptable to JCI, has been
performed in the three years prior to this Agreement and is provided to JCI, or
such a test will be performed as part of this Agreement,
-Should JCI's analysis suggest the existence or the possibility of equipment
deterioration outside anticipated or acceptable conditions, JCI may at its
option take corrective steps necessary to prevent further deterioration or
breakdown of the Covered Equipment JCI retains sole judgment owr
whether equipment conditions are conSidered acceptable, whether corrective
steps should be taken, or what steps, if any, need to be taken. Performance
of any corrective steps under this PRIME coverage is not a guarantee that
Equipment Failure or downtime will not occur.
3) EXTENDED SERVICE includes extended service for repairs and is available
only if Customer has PREMIUM or PRIME coverage. The price for Extended
Service, if chosen by Customer, is part of the total price Customer will pay.
-Should a defect be found during an Extended Service visit that JCI is not
responsible for under this Agreement, Customer agrees to pay JCl's standard
fee for any services rendered.
-Should Repair Labor or Repair Materials be performed in periods beyond the
Extended Service period, Customer agrees to pay JCI's standard fee for any
services rendered beyond the Extended Service period.
CONDITIONS
A. INITIAL EQUIPMENT INSPECTION FOR PREMIUM OR PRIME
COVERAGES
JCI will inspect the Covered Equipment within 45 days of the date of this
Agreement or as seasonal or operational conditions permit JCI will advise
Customer if JCI finds any Covered Equipment not in working order or in need of
repair. With the Customer's approval, JCI will perform the work necessary to
put the Cowred Equipment in proper working condition. This work will be done
at JCI's standard fee for parts and labor in effect at that time. If the Customer
does not want JCI to do the work identified by JCI, or if Customer does not have
the work done, the equipment will be removed from the list of Cowred
Equipment and the price of this Agreement will then be adjusted.
B. WARRANTY
JCI warrants that its services will be provided in a good and workmanlike
manner and that parts repaired or replaced by JCI will be free from detects in
workmanship, design, and material until the end of this Agreement or for one
year, whichever is earlier. JCI's sole obligation shall be to repair or to replace
detective parts or to properly redo defective services. JCI DISCLAIMS ALL
11) service calls due to failures caused by improper environmental conditions
affecting equipment or electrical power fluctuations, if due to conditions beyond
JCI's control, and service calls required, because JCI had previously been
denied access to the equipment; and
12) disposal of hazardous wastes. Hazardous wastes remain the property and the
responsibility of the Customer, even when removed from equipment or replaced
by JCI as provided by the terms of this Agreement. The Customer Shall be
responsible for the proper storage and disposal of hazardous wastes. This
includes, but is not limited to, used oil, contaminated or uncontaminated
refrigerant, and PCBs.
H. JCI'S EQUIPMENT
JCI may provide tools, documentation, panels, or other control equipment in the
Customer's building for JCI's convenience in performing JCI's services. That
equipment shall remain JCl's property. JCI retains the right to remove such
items at any time during the term, or upon the termination of, this Agreement.
I. INDEMNITY
JCI and the Customer agree that JCI shall be responsible only for such injury,
loss, or damage caused by the intentional misconduct or the negligent act or
omission of JCI. JCI and the Customer agree to indemnify and to hold each
other, including their officers, agents, directors, and employees, harmless from
all claims, demands, or suits of any kind, including all legal costs and attorney's
fees, resulting from the intentional misconduct of their employees or any
negligent act or omission by their employees or agents. The obligations of JCI
and of the Customer under this paragraph are further subject to paragraphs J
and K below.
J. LIMITATION OF LIABILITY
1) Neither JCI nor the Customer will be responsible to the other for any special,
indirect, or consequential damages. Neither party will be responsible to the
other for damage, loss, injury, or delay caused by conditions that are beyond the
reasonable control, and without the intentional misconduct or negligence, of
that party. Such conditions include, but are not limited to: (a) acts of God; (b)
acts of Government agencies; (c) strikes; (d) labor disputes; (e) fire; (f)
explosions or other casualties; (g) thefts; (h) vandalism; (i) riots or war; or (j)
unavailability of parts, materials, or supplies.
2) If this Agreement covers fire safety or security equipment, the Customer
understands that JCI is not an insurer regarding those services. JCI shall not be
responsible for any damage or loss that may result from fire safety or security
equipment that fails to perform properly or fails to prevent a casualty loss.
3) JCI is not responsible for any injury, loss, or damage caused by equipment that
is not Covered Equipment.
K. ASBESTOS AND HAZARDOUS MATERIALS
JCI's work and services under this Agreement exclude anything connected or
associated with asbestos or hazardous materials. JCI shall not be required to
perform any identification, abatement, cleanup, control, or removal of asbestos
or hazardous materials. The Customer represents that, to the best of the
Customer's knowledge, there is no asbestos or hazardous material in the
Customer's building that will in any way affect JCl's work. Should JCI become
aware of or suspect the presence of asbestos or hazardous materials, JCI shall
have the right to stop work in the affected area immediately and notify the
Customer. The Customer will be responsible for doing whatever is necessary to
correct the condition in accordance with all applicable statutes and regulations.
The Customer agrees to assume responsibility for any claims arising out of or
relating to the presence of asbestos or hazardous materials in the Customer's
building.
L. JCI'S EMPLOYEES
The Customer acknowledges that JCI's employees are a valuable asset to JCI.
The customer agrees to pay JCI an amount equal to 12 months of salary for
each JCI employee who worked at the Customer's facility that is then hired by
the Customer at any time during the term of this Agreement and for 60 days
thereafter. In addition, the Customer agrees to reimburse JCI for all costs
associated with any training JCI provided to such employees during the three
years before the date the Customer hires such employees.
M. ASSESSMENT
It is the Customer's responsibility to pay all taxes or other government charges
relating to the transfer, use, ownership, servicing or possession of any
equipment relating to this Agreement.
N. RENEWAL PRICE ADJUSTMENT
JCI will provide Customer with notice of any adjustments in the Agreement price
applicable to a renewal period no later than forty-five (45) days prior to the
commencement of that renewal period. Unless the Customer terminates the
Agreement as provided in the Term/Automatic Renewal provision of this
Agreement, the adjusted price shall be the price for the renewal period.
o RESOLUTION OF DISPUTES
If a dispute arises, the parties shall promptly attempt in good faith to resolve the
dispute by negotiation. All disputes not resolved by negotiation shall be resolved
in accordance with the Commercial Rules of the American Arbitration
Association in effect at that time, except as modified herein. All disputes shall
be decided by a single arbitrator. A decision shall be rendered by the arbitrator
no later than nine months after the demand for arbitration is filed, and the
arbitrator shall state in writing the factual and legal basis for the award. No
discovery Shall be permitted. The arbitrator shall issue a scheduling order that
shall not be modified except by the mutual agreement of the parties. Judgment
may be entered upon the award in the highest state or federal court having
jurisdiction over the matter. The prevailing party shall recover all costs,
including attorney's fees, incurred as a result of the dispute.
P. MISCELLANEOUS PROVISIONS
1) Any notice that is required to be given under this Agreement must be in writing
and sent to the party at the address noted on the first page of this Agreement.
2) This Agreement cannot be transferred or assigned by either party without the
prior written consent of the other party.
3) This Agreement is the entire Agreement between JCI and the Customer and
supersedes any prior oral understandings, written agreements, proposals, or
other communications between JCI and the Customer.
4) Any change or modification to this Agreement will not be effective unless made
in writing. This written instrument must specifically indicate that it is an
amendment, change, or modification to this Agreement
5) The Customer acknowledges and agrees that any purchase order issued by
Customer, in accordance with this Agreement, is intended only to establish
payment authority for the Customer's internal accounting purposes. No
purchase order shall be considered to be a counteroffer, amendment,
modification, or other revision to the terms of this Agreement No term or
condition included in the Customer's purchase order will have any force or
effect
6) Should any changes to relevant regulations, laws, or codes substantially affect
JCl's services or obligations, the Customer agrees to negotiate with JCI for
appropriate changes to the scope or price of this Agreement or both.
J~HNSON
CO~LS 6
Primary Heating Equipment
Basic Coverage
1. Scheduled Service Visits - JCl will provide service so that your listed equipment receives 1 Operational
Inspection per year. Inspection services include, but are not limited to, those on the attached schedules.
2. Scheduled Service Materials - JCI will provide materials necessary to complete JCI's Operational Inspection.
services.
3. Comprehensive Annual Inspection - JCI will provide services so that the Customer's listed equipment receives
one Comprehensive Annual Inspection each year. Annual inspection tasks include, but are not limited to, those on
the attached schedule(s).
4. Annual Inspection Materials - JCI will provide materials necessary to complete JCI's Operational Inspection.
5. Diagnostic Services - JCI will provide the following diagnostic services according to the indicated schedule(s):
~ No. of Electronic Flue Gas Analyses per year ~ No. ofInfrared Scans and Reports per year
6. Enhancement Engineering - JCI monitors the overall performance of the Customer's equipment, taking into
consideration current manufacturer's recommendations, reliability, productivity, operating cost, and changes in
use. When JCI identifies alterations, upgrades, retrofits, etc., which would benefit the Customer, JCI will suggest
appropriate action.
.Jf8t-lNSON
CONTR.@LS 7
Associated Air Conditioning/Heating (AAH)
Basic Coverage
1. Scheduled Service VISits - JCI will provide services so that Customer's listed equipment receives 1 Operational
Inspection per year. Inspection services include, but are not limited to, those on the attached schedules.
2. Sheduled Service Materials - JCl will provide materials necessary to complete JCI's Operational Inspection
servIces.
3. Comprehensive Annual Inspection - JCI will provide service so that the Customer's listed equipment receives
one Comprehensive Annual Inspection each year. Annual Inspection tasks include, but are not limited to, those
on the attached schedules.
4. Annual Inspection Materials - JCt will provide materials necessary to complete JCI's Comprehensive Annual
Inspections.
5. Enhancement Engineering - JCI monitors the overall performance ofthe Customer's equipment, taking into
consideration current manufacturer's recommendations, reliability, productivity, operating cost, and changes in
use. When JCI identifies alterations, upgrades, retrofits, etc., which would benefit the Customer, JCI will suggest
appropriate action.
,J~NSON
CONT~ 8
Automatic Temperature Controls
Basic Coverage
I. Calibration services - Calibration services will be performed incrementally over 3 scheduled visits per year.
2. Calibrations - Johnson Controls will provide one 100% calibrations of the automatic temperature control
systems per year.
3. Scheduled Services - JCI will perform scheduled services and Comprehensive Annual Inspection services on the
system air compressors and air dryers according to the attached schedule.
4. Test Instruments and Materials - JCI will provide test instruments and materials l\ecessary to perform JCI's
Calibration and Inspection services.
5. Enhancement Engineering - JCI monitors the overall performance of the Customer's equipment, taking into
consideration current manufacturer's recommendations, reliability, productivity, operating cost, and changes in
use. When JCI identifies alterations, upgrades, retrofits, etc., which would benefit the customer, JCI will suggest
appropriate action.
Premium Coverage
1. Repair Labor - During JCI's normal working hours, JCI will provide the On Call Repair Labor as required to
restore covered equipment to operating condition, following an equipment failure.
2. Repair Materials - JCI will provide the replacement part(s) as required to restore covered equipment to operating
condition, following and Equipment Failure.
Equipment
Description
Manufacturer
Modell
Serial No.
Size
Qty.
Location
Sched(s)
Coverage
Equipment Listing
Air Compressor 100 E
Air Dryer 100 E
Thermostats 100 E
Transmitters 100 E
Receiver ContTOllers toO E
Time Clocks 100 E
Switches 100 F
Air Switching Valves 100 E
Damper Actuators 100 E
Valve A,,1:uatnrs 100 F
Auxiliary Devices 100 E
Valves 100 E
Boiler (I OOhp) I 30 B
Rumer I 31 R
Condensate Pump 1 51 I3
Coverages:
A " Scheduled Service Labor
B " Scheduled Service Labor and Scheduled Service Materials
C " Scheduled Service Labor and Repair Labor
o " Scheduled Service Labor, Scheduled Service Materials, and Repair Labor
E " SCheduled Service Labor, SCheduled Service Materials, Repair Labor and Repair Materials
It.:::\U"- ICY,,,- I
Schedule 30~A PHS
Ja1NSON
CONT~ 10
Comprehensive Annual Inspection
Steam or Hot Water Boilers
Note: The Comprehensive Annual Inspection may be performed in more than one season due to climatic conditions, winter shutdown, spring start-up, etc.
This will ensure proper equipment lay-up, start-up, and appropriateness and timeliness of the procedures
Report in witR Customor Representative.
Report in with Customer Representative.
Record and report abnormal conditions,
measurements taken, etc.
Review customer logs with customer for operational
problems and trends.
Drain boiler as required to perform tests and
inspections.
Perform slow drain test of low water cutoff.
Verify operation of makeup water system.
Inspect condition of flues and report.
Inspect refractory and firebrick for defects and report.
Visually inspect boiler exterior for possible leaks and
report.
Test boiler room floor drains for proper functioning.
Inspect fireside of boiler and report.
Inspect waterside of boiler for scale buildup and/or oil
and report.
Reassemble and fill boiler fire burner to boil off
oxygen.
Boiler Trim
Disassemble, clean and inspect low water fuel cutoff.
Clean or replace sight glass.
Disassemble, clean and inspect water feeder.
Controls
Clean or replace expansion tank sight glass. *
Inspect all electrical connections for tightness.
Verify boiler room supply vents are free from
obstructions.
Verify accuracy of temperature gages.
Inspect air lines for obvious problems.
Inspect wire insulation for signs of overheating, burns,
etc.
Verify accuracy of pressure gages.
Operational Test
Test accuracy of stack temperature gages.
Test emergency disconnect boiler shutdown.
Try lever test safety relief valve.
Verify operation of pressure or temperature, primary
and backup controls.
Report boiler condition and repair requirements (if
any).
*where applicable
Schedule 30~B PHB
~NSON
(X)~ 11
Operational Inspection
Steam or Hot Water Boilers
Report iA with Customer Ropresentative.
Report condition and repair requirements (if any).
Report in with Customer Representative.
Record and report abnormal conditions,
measurements taken, etc.
Review customer logs with customer for operational
problems and trends.
Visually inspect boiler exterior for possible leaks and
report.
Observe condition of flame.
Controls
Verify boiler room supply vents are free from
obstructions.
Verify operation of makeup water system.
Verify operation of pressure or temperature, primary
and backup controls.
Operational Test
Test accuracy of stack temperature gage.
Test low water cutoff.
Try lever test safety relief valve.
Test boiler room floor drains for proper functioning.
Report boiler condition and repair requirements (if
any).
NOTE: The preceding inspection tasks will be
completed when operating conditions permit.
*where applicable
Schedule 31~A PHS
J@HNSON
CONTR.t::lS 12
Comprehensive Annual Inspection
Gas Burner
Note: The Comprehensive Annusllnspection may be performed in more thsn one season due to climatic conditions, winter shutdown, spring start-up, etc.
This will ensure proper equipment lay-up, start-up, and appropriateness and timeliness of the procedures
Report in with Customer Representative.
Report in with Customer Representative.
Record and report abnormal conditions,
measurements taken, etc.
Review operation with customer for problems and
trends.
Atmospheric Gas Burner (Only)
Inspect and clean all combustion/primary air passages.
Test all burner linkages for secureness and/or
damage.
Test primary and secondary shutoff damper(s) for tight
closure.
Lubricate blower bearings.'"
Inspect and clean air intake screens.
Test linkages for ease of operation and lubricate as
required.
Verify operation of primary and secondary air dampers
and clean as required.
Power Burner (Only)
Inspect and clean air intake screens.
Test linkage for ease of operation and lubricate as
required.
Verify operation of primary and secondary air dampers
and clean as required.
Test secureness of mounting points and tighten all
major points.
Visually inspect coupling for abnormal conditions.
Lubricate coupling. '"
Inspect starter for signs of wear, overheating, arcing,
burns, etc.
Test all burner linkages for secureness and/or
damage.
Test primary and secondary shutoff damper(s) for tight
closure.
Inspect condition of, and clean, blowers and passages.
Inspect for unusual noises, vibrations, odors, etc.
Lubricate blower bearings. '"
Inspect drive belts; replace if necessary.
Lubricate motor bearings.'"
Inspect motor windings for dirt buildup.
UL, IRI or FM Gas Train
Bubble leak test the vent line(s).
Inspect operation and setting of the gas pressure
regulators.
Leak test accessible gas train (soap test).
Inspect gas train support and general condition.
IRI Gas Train (Only)
Verify operation of the vent line solenoid.
Test high gas pressure safety circuit.
Bubble leak test the gas shutoff valve.
Test low gas pressure safety circuit.
FM Gas Train (Only)
Bubble leak test the gas shutoff valves.
Test low gas pressure safety circuit.
Test high gas pressure safety circuit.
Pilot
Leak test pilot gas train (soap test).
Inspect ignition assembly and electrode and clean if
necessary.
Inspect pilot and clean pilot orifice if necessary.
Inspect high tension wire for deterioration.
Inspect and set spark gap.
Flame Safeguard
Clean flame detector.
Test main flame failure protection.
Test scanner viewing of main flame.
Test for detection with hot chamber.
Test pilot flame failure protection.
Test scanner viewing of pilot flame.""
Test minimum pilot test.
Perform combustion test and adjust air mixture, as
required.
Operational Test
Test combustion air flow safety circuit.
Verify operation of high operating limit controls.
Verify operation of operating controls.
Inspect flame condition.
Report burner condition and repair requirements (if
any).
"'where applicable
Schedule 31~B PHB
~NSON
CO~ 13
Operational Inspection
Gas Burner
Leak test accessible gas train (soap test).
Inspect gas train support and general condition.
Report iFl with Customer Repregentative.
Report condition and repair requirements (if any).
Record and report abnormal conditions,
measurements taken, etc.
Review customer logs with customer for operational
problems and trends.
Atmospheric Gas Burner (Only)
Inspect and clean all combustion/primary air passages.
Test all burner linkages for secureness and/or
damage.
Lubricate blower bearings. *
Inspect and clean air intake screens.
Test linkages for ease of operation and lubricate as
required.
Power Burner (Only)
Inspect and clean air intake screens.
Test linkage for ease of operation and lubricate as
required.
Lubricate blower bearings. *
Visually inspect coupling for abnormal conditions.
Lubricate coupling.*
Inspect starter for signs of wear, overheating, arcing,
bums, etc.
Test all burner linkages for secureness and/or
damage.
Inspect condition of, and clean, blowers and passages.
Inspect for unusual noises, vibrations, odors. etc.
Inspect drive belts; replace if necessary.
Lubricate motor bearings.*
Inspect motor windings for dirt buildup.
UL, IRI or FM Gas Train
Bubble leak test the vent line(s).
Inspect operation and setting of the gas pressure
regulators.
IRI Gas Train (Only)
Verify operation of the vent line solenoid.
Test high gas pressure safety circuit.
Bubble leak test the gas shutoff valve.
Test low gas pressure safety circuit.
FM Gas Train (Only)
Bubble leak test the gas shutoff valves.
Test low gas pressure safety circuit.
Test high gas pressure safety circuit.
Pilot*
Leak test pilot gas train (soap test).
I nspect ignition assembly and electrode and clean if
necessary .
Inspect pilot and clean pilot orifice if necessary.
Inspect high tension wire for deterioration.
Inspect and set spark gap.
Flame Safeguard
Clean flame detector.
Perform turn-down test.
Operational Test
Test combustion air flow safety circuit.
Verify operation of high operating limit controls.
Verify operation of operating controls.
Inspect flame conditions.
Report burner condition and repair requirements (if
any).
NOTE: The preceding inspection tasks will be
completed when operating conditions permit.
*where applicable
Schedule 51+200AAAH
~HNSON
CONT~LS 14
Comprehensive Annual Inspection
Condensate Return Unit
Note: The Comprehensive Annual Inspection may be performed in more than one season due to climatic conditions, winter shutdown, spring stari-up, etc.
This will ensure proper equipment lay-up, stari-up, and appropriateness and timeliness of the procedures
Report in with Customer Represent::ltiv8.
Report in with Customer Representative.
Record and report abnormal conditions,
measurements taken, etc.
Review operation with customer for problems and
trends.
Inspect system for leaks in piping, flange connections,
etc.
Measure and record suction and discharge pressures.
Inspect vent and vent line for freedom from
obstructions and clear if necessary.
Inspect for unusual noises, vibration, odor, etc.
Inspect structural elements for corrosion and damage.
Inspect mounting points for secureness; tighten if
necessary .
Motor and Starter
Inspect enclosure and components for cleanliness,
moisture, oil, etc.
Verify secureness of guards, doors, and panels.
Lubricate motor bearings, as required.
Check mountings for secureness.
Clean motor and motor cooling openings.
Inspect wires to secureness and damage.
Inspect contacts for signs of wear, arcing, overheating,
etc.
Measure and record motor amperage and voltage.
Megger motor(s) at motor starters.*
Controls and Safeties
Verify operation of float and float switch.
Verify operation of pump alternator.
Verify indication and alarm devices.
Verify readings of installed pressure and temperature
gages.
Shaft Seal and Coupler
Inspect shaft seal or packing.
Inspect coupler for wear and alignment.
Verify operation of shaft seal or packing, flushing line
and strainer.
Report unit condition and repair requirements (if any).
*where applicable
Schedule ~51eB AAH
J~HNSON
CONT~LS 15
Operational Inspection
Condensate Return Unit
Report in with Customer Represontativ8.
Report in with Customer Representative.
Record and report abnormal conditions,
measurements taken, etc.
Review customer logs with customer for problems and
trends.
Inspect system for leaks in piping, flange connections,
etc.
Inspect vent and vent line for obstructions and clear if
necessary .
Motor and Starter
Inspect for secureness of guards, doors, and panels.
Inspect enclosure and components for cleanliness,
moisture, oil, etc.
Inspect contacts for signs of wear, arcing, overheating,
etc.
Measure motor amperage ad record.
Lubricate motor bearings.
Clean motor and motor cooling opening.
Controls and Safeties
Verify operation of float and float switch.
Verify operation of pump alternators.
Verify operation of all indication and alarm devices.
Report condition and repair requirements (if any).
Report condition and repair requirements (if any).
NOTE: The preceding inspection tasks will be
completed when operating conditions permit.
.where applicable
,.
Schedule 100-i200AATC
0~HNSON
CONT~LS 16
Comprehensive Inspection and Calibration
Automatic Temperature Controls
Note: The Comprehensive Annual Inspection may be performed in more than one season due to climatic conditions, winter shutdown, spring start-up, etc.
This will ensure proper equipment lay-up, start-up, and appropriateness and timeliness of the procedures
Calibrate all transmitters and set receiver gages, as
required.
Check all solenoid air valves, PE switches and air
valves for proper operation.
Check auxiliary control devices.
Roport in witt.! Customer Representative.
Report in with Customer Representative.
Record and report abnormal conditions,
measurements taken, etc.
Air Compressor
Drain tank and check traps.
Change oil and check oil pressure.
Check belt and sheaves; change as required.
Change suction filter as required.
Inspect unloader and check valve.
Inspect high pressure safety valve.
Analyze motor operating conditions and lubricate.
Check PE switch, starter and alternator.
Record compressor run time.
Record oil carryover rate.*
Refrigerated Air Dryer
Check refrigerant pressure and record.
Record refrigerant temperature.
Brush condenser and cover grills as required.
Operate drain trap and by pass valves.
Filter and Pressure Reducing Station
Inspect coalescent filters (change as required).
Inspect charcoal filter (change as required).
Record pressure reducing valve settings, adjust as
required.
Record oil carryover rate. *
Boiler, Chiller, Convertor,
Pumps and Zone Control
Check and calibrate all controllers.
Calibrate all transmitters and set receiver gages, as
required.
Check all PE switches.
Check all control valves.
Check all pilot positioners.
check auxiliary control devices.
Fan Systems and HVAC Unit Controls
Review sequence of operation.
Check operation of all dampers.
Check pilot positioners.
Check all control valves.
Calibrate all controllers as required.
Room~Terminal Unit Controls
Check all room stats and calibrate as required.
Check all control valves and report condition.
Check operation of unit coil steam traps.
Check operation of all dampers.
Check all PE switches, solenoid air valves, and limit
controls.
Check operation of auxiliary devices.
Terminal Units
Boxes -- Mixing and Variable Air Volume (without
Fan)
Inspect box for ductwork connection.
Lubricate and adjust dampers and linkage.
Verify operation of control.
Electric Duct Heaters
Inspect coil for damage to element.
Inspect isolators for damage or cracks.
Brush coil. Remove dust and debris. (Where
accessible.)
Torque heating terminals.
Verify operation of control.
Verify staging of heating elements.
Induction Units
Visually inspect coil. Clean as required.
Check and clean drains and drain pans.
Clean discharge grill.
Check and clean strainers.
Check steam traps and hand valves.
Reheat Coils - Electric
Inspect coil for damage to element.
Inspect isolators for damage or cracks.
Brush coil. Remove dust and debris. (Where
accessible.)
Torque heating terminals.
Verify operation of control.
Verify staging of heating elements.
Reheat Coils - Steam and Hot Water
Inspect coil for leaks or damage.
Brush coil. Remove dust and debris. (Where
accessible.)
Check and clean strainers.
Verify operation of steam trap(s) where applicable.
Verify operation of controls.
Radiation
Visually inspect fins/cast iron.
..
~NSON
CONTR@LS 17
Check and clean strainers.
Clean as required.
Check steam traps and hand valves.
Report controls condition and repair requirements (if
any).
*where applicable
,.
~NSON
CO~ 18
Schedule 100~B PAC
Operational Inspection
Automatic Temperature Controls
Check PE switch, starter and alternator.
Record compressor run time.
Report in with Customer Representative-:-
Report condition and repair requirements (if any).
Record and report abnormal conditions,
measurements taken, etc.
Refrigerated Air Dryer
Check refrigerant pressure and record.
record refrigerant temperature.
Brush condenser and cover grills as required.
Operate drain trap and bypass valves.
Air Compressor
Drain tank and check traps.
Check belts, sheaves, filter; change as required.
Change suction filter as required.
Analyze motor operating conditions and lubricate.
Report condition and repair requirements (if any).
NOTE: The preceding inspection tasks will be
completed when operating conditions permit.