HomeMy WebLinkAbout26 - Submissions - HVAC Maintenance (5)From:Scott Lynch
To:Bozeman Procurement
Cc:Caleb Staub
Subject:[EXTERNAL]Maintenance Proposal
Date:Thursday, February 5, 2026 10:47:59 AM
Attachments:Outlook-photo.pngCity of Bozeman Preventative Maintenence RFP - TCME Proposal.pdf
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Dear City of Bozeman Evaluation Team,
Please find attached our maintenance proposal for the 14 City of Bozeman buildings.
If you have any questions or need additional information, please do not hesitate to
contact me. I would appreciate a brief confirmation that the attachment has been
received.
Thank you for your time and consideration.
Sincerely,
Scott Lynch
Service Manager
(O) 406-443-4291 | (C) 406-459
4417
scott.lynch@tcmemt.com |
www.tcmemt.com
3139 Bozeman Ave Helena, MT
59601
Maintenance Services Proposal
Proposal Title:
Comprehensive Facilities Maintenance Services Proposal
Submitted To: City of Bozeman Facilities Services Division 121 North Rouse Avenue Bozeman, Montana 59715
Mailing Address: P.O. Box 1230 Bozeman, MT 59711
Submitted By: Tri County Mechanical & Electrical, LLC
3139 Bozeman Avenue Helena, Montana Mailing Address: P.O. Box 5928 Helena, MT 59604
Contact Person: Scott Lynch Service Manager Phone: 406-443-4291 Cell Phone: 406-459-4417
Email: scott.lynch@tcmemt.com
Executive Summary
Tri-County Mechanical & Electrical respectfully submits this proposal in response to the City of
Bozeman’s Request for Proposals for preventive maintenance and service of HVAC, boiler, heater, cooler, chiller, and air-conditioning systems across 14 City-owned properties. Tri-County understands the City’s need for a reliable, qualified service provider capable of maintaining critical building systems in a safe, cost-effective, and compliant manner.
Our proposed maintenance program is structured to meet or exceed the requirements outlined in
the RFP and is designed to support system reliability, energy efficiency, and uninterrupted facility operations. Services include scheduled preventive maintenance, inspection, testing, cleaning, adjustment, and reporting for all covered equipment, with the goal of reducing downtime, extending equipment life, and minimizing emergency repairs.
Tri-County Mechanical & Electrical brings proven experience servicing municipal and
commercial facilities, supported by licensed, factory-trained technicians and established safety and quality-control procedures. We are committed to timely response, clear communication, accurate documentation, and coordination with City staff to ensure all work is performed in accordance with applicable codes, manufacturer recommendations, and City standards.
By selecting Tri-County, the City of Bozeman will gain a responsive and accountable partner
dedicated to delivering consistent service, predictable maintenance outcomes, and long-term value across all 14 facilities. Our approach aligns with the City’s operational priorities and reflects our commitment to professionalism, reliability, and stewardship of public assets.
Qualifications of the Firm
Tri-County Mechanical & Electrical, LLC. is a veteran-owned, Montana-based mechanical and electrical contracting service firm with more than 50 years of experience delivering reliable, high-quality building systems services. Headquartered in Helena, Montana, with operations serving communities throughout the state, Tri-County provides comprehensive solutions for municipal, commercial, institutional, industrial, and residential facilities.
Tri-County specializes in mechanical, electrical, HVAC, plumbing, and industrial services, including the installation, maintenance, and repair of heating and cooling systems, boilers, chillers, air conditioning units, electrical distribution, controls, and building automation systems. The company also supports fuel systems, heat exchangers, industrial piping, and duct work
fabrication, ensuring complete lifecycle support for complex building infrastructure.
As a veteran-owned business, Tri-County brings a strong commitment to discipline, safety, accountability, and mission-focused performance. The company maintains a skilled workforce of licensed technicians, electricians, plumbers, and welders, supported by in-house fabrication capabilities and at will call services.
Our firm is staffed with highly qualified, licensed professionals who bring decades of direct
experience to every project. Key personnel include:
• Mike Felix, Journeyman HVAC Technician, with over 40 years of experience in HVAC system installation, maintenance, diagnostics, and repair. Mike’s extensive background includes troubleshooting aging infrastructure and optimizing system performance for long-term reliability.
• Colter Steward, Journeyman HVAC Technician, with 12 years of HVAC experience,
specializing in preventative maintenance, system upgrades, and efficient operation of heating and cooling systems.
• Mark Heil, Master Plumber, with over 12 years of experience, providing expert oversight of plumbing systems, hydronic piping, boilers, and related mechanical
components.
• Rober Baker, Apprentice with 5 years of experience in HVAC system installation, maintenance, diagnostics, and repair.
• Booker Perkins, helper in the service of HVAC systems.
Tri-County Mechanical & Electrical maintains the workforce, specialized equipment, and
technical expertise necessary to respond quickly and effectively to service needs across multiple
properties. Our team is equipped to perform routine preventative maintenance, emergency repairs, and system evaluations while meeting safety standards, regulatory requirements, and operational expectations.
With extensive experience supporting government facilities, schools, healthcare buildings,
and public infrastructure, Tri-County Mechanical & Electrical is known for dependable service, regulatory compliance, and long-term partnerships built on trust and performance.
Price Proposal
Pricing for the proposed services is detailed in Appendix A.
Proposed Solution
Tri-County Mechanical & Electrical proposes a comprehensive, initiative-taking, and fully staffed maintenance program to support the City of Bozeman’s 14 municipal properties and all associated mechanical systems. Our solution is designed to ensure system reliability, regulatory compliance, energy efficiency, and extended equipment life while minimizing downtime and
operational risk.
Approach and Methodology
Tri-County Mechanical & Electrical will provide scheduled preventive maintenance, corrective maintenance, and at will call services for all HVAC and mechanical equipment
located at the City’s facilities. Services will be delivered using a structured, repeatable process aligned with manufacturer recommendations, industry’s best practices, and City standards.
Maintenance activities will be performed by licensed and experienced technicians who are
familiar with municipal facilities, critical-use buildings, and occupied spaces. All work will be coordinated with City representatives to ensure minimal disruption to operations.
Scope of Systems Maintained
The proposed solution includes maintenance of all mechanical systems located at the 14 City of
Bozeman properties, including but not limited to:
• Boilers and boiler plant equipment
• Chillers and chilled water systems
• Heating systems and unit heaters
• Cooling systems and air conditioning units
• Rooftop units (RTUs)
• Air handling units (AHUs)
• Heat exchangers
• Fuel systems and related components
• Pumps, controls, and associated mechanical equipment
Motor lubrication and air filter replacement are specifically excluded from this Scope of Work.
Preventive Maintenance Program
Tri-County Mechanical & Electrical will implement a biannual preventive maintenance schedule, with two visits per year per property: (some properties once per year only have
heating units).
• Spring Maintenance Visit – Focused on cooling system readiness, operational testing, safety checks, and system performance verification.
• Winter Maintenance Visit – Focused on heating system reliability, combustion safety, efficiency checks, and cold-weather readiness.
Each visit will include detailed inspections, operational testing, cleaning, calibration, and
verification of system performance in accordance with manufacturer specifications and City requirements.
Corrective and On-Demand Maintenance
In addition to scheduled maintenance, Tri-County Mechanical & Electrical will provide
corrective maintenance services to address deficiencies, equipment failures, and performance
issues identified during inspections or reported by City staff. Our team can respond promptly and efficiently to restore systems to proper working conditions.
Out-of-Scope Work Authorization
Work that is determined to be outside the scope of the maintenance contract may be performed by Tri-County Mechanical & Electrical without prior written approval from the City when the total cost of such work does not exceed $1,500 per occurrence.
Any out-of-scope work exceeding this dollar threshold shall require prior written authorization
from the City of Bozeman before work is performed, except in the case of emergency
conditions necessary to protect life, safety, or property.
All out-of-scope work performed without prior approval will be fully documented and itemized and invoiced separately in accordance with the contract terms.
Present and Projected Workloads
Staffing and Capacity
Our workforce includes:
• Journeyman HVAC technicians with decades of combined experience
• Master-level plumbing expertise
• Fully equipped service vehicles and diagnostic tools
This staffing model ensures consistent service coverage, rapid response, and continuity throughout the contract term.
Quality Control and Documentation
All maintenance activities will be documented and provided to the City upon request. Reports
will include:
• Equipment serviced
• Work performed
• Observed deficiencies or recommendations
• Operational status and safety notes
This documentation supports transparency, long-term planning, and informed capital decision-
making.
Long-Term Partnership Commitment
Tri-County Mechanical & Electrical proposes a five (5) year service agreement, providing
continuity of service, institutional knowledge of City facilities, and predictable maintenance
planning. We bring a disciplined, accountable, and service-oriented approach to supporting the City of Bozeman’s facilities.
Our proposed solution ensures that all mechanical systems across the City’s 14 properties are maintained safely, efficiently, and reliably protecting public assets and supporting uninterrupted
municipal operations.
Scheduling, Coordination, and Mobilization
The Contractor shall:
• Coordinate all preventive maintenance services with the City’s designated representative.
• Initiate contact with the city to schedule each service visit in advance.
• Confirm service dates, staffing levels, work hours, and facility access requirements prior to mobilization.
To minimize operational impacts, reduce repeat access requirements, and limit multiple mobilizations, each Spring and Winter service visit shall be performed as a single, consolidated
maintenance event.
For each scheduled service visit, the Contractor shall:
• Mobilize a crew of two (2) to three (3) qualified technicians.
• Perform work over a continuous one (1) week service period, as necessary to complete all required preventive maintenance services.
• Provide sufficient staffing, supervision, tools, and equipment to complete all work within
the scheduled service window.
This approach is intended to reduce multiple visits to City facilities and ensure efficient, comprehensive servicing of all covered equipment.
Workload, Projected Capacity, and Available Resources
Current Workload
Tri-County Mechanical & Electrical currently maintains over sixty-five active service contracts across a variety of commercial and institutional properties. Our existing service commitments are professionally managed through our scheduling, staffing, and technician availability to ensure
each client receives prompt and professional service.
• Total Active Contracts: 37+
• Current Technician Utilization:
o One technician average 35% per month, is allocated for ongoing service work.
• Average Weekly Service Hours:
o Technician hours vary by property and service needs, but average 10 hours per week per technician for existing contracts.
This workload is steady and predictable due to our established maintenance schedules and long-term relationships with current clients.
Projected Workload
Tri-County Mechanical & Electrical projects a consistent workload over the next 12–24 months. Current contract renewals and ongoing maintenance schedules have been reviewed and show no anticipated staffing conflicts with the City of Bozeman scope of work.
• Projected Workload Trend: Stable
• Projected Utilization:
o Existing service allocation remains near 35% per technician per month.
o This leaves substantial availability for additional project work and maintenance services.
Available Capacity for City of Bozeman
Tri-County Mechanical & Electrical has the staffing, equipment, and workforce required to meet
the City of Bozeman’s scope of work. We have capacity to absorb the additional workload without impacting service quality or response time for existing contracts.
• Staffing and Manpower Availability:
o Additional technicians and supervisory staff available for new contract work
o Ability to scale resources as needed for peak periods and scheduled visits.
• Service Capacity:
o Based on current utilization, we have at least 65% capacity available to support the City of Bozeman RFP scope of work while maintaining our existing commitments.
Related Experience
Tri-County Mechanical & Electrical has extensive experience of performing preventative maintenance and on-call service for contracts of comparable size and complexity. Representative clients include Blue Cross (Helena), St. Peter’s Hospital, Murdoch’s, Fort Harrison Hospital
and Capital City Health Clubs, Benefis Hospital, Masonic Home. These facilities encompass a wide range of mechanical systems, including boilers, HVAC systems, rooftop units (RTUs), chillers, dehumidification systems, air conditioning units, heat exchangers, and associated equipment.
Each of these contracts has been long-term in nature, requiring consistent performance, regulatory compliance, and rapid response capabilities. Tri-County Mechanical & Electrical
continues to service several of these properties to this date, demonstrating our commitment to
reliability, quality workmanship, and sustained client relationships.
Recent or Current Work for the City of Bozeman:
Tri-County Mechanical & Electrical has not previously performed contracted work directly for the City of Bozeman. However, the company has successfully completed and continues to perform similar work for comparable public and institutional clients, including Montana State University (MSU), Bozeman Health, and Belgrade Library. These projects involved
comprehensive HVAC, mechanical, and electrical systems and demonstrate Tri-County’s
capability to meet the scope, scale, and performance requirements outlined in this RFP.
References
The Masonic Home
2010 Masonic Home Road, Helena MT 59602
Contact is Gary Alm (406-439-8044)
Benefis Hospital
1645 Vandelay Ave, Helena MT 59601
Contact is Joel Schaefer (406-465-5803)
Murdoch’s Ranch & Home Supply
3050 N Montana Ave, Helena MT 59601
Contact is Jason Cartin (406-457-1700)
Affirmation of Nondiscrimination
See Appendix B.
Manufacturers’ Recommended Preventative Maintenance
For detailed descriptions of the maintenance tasks and procedures performed under this
Agreement, as well as the associated reporting documents, please refer to Appendix C.
Conclusion
Tri-County Mechanical & Electrical is fully capable of meeting the City of Bozeman’s maintenance and service requirements. Our current workload is managed efficiently, and our
available capacity ensures timely and reliable delivery of service for the duration of the
proposed contract.
Appendix A
HVAC Preventative Maintenance RFP – City of Bozeman Facilities 2026
Price Proposal Form
Company Name: Tri-County Mechanical & Electrical, LLC
Annual Service Cost per Building: Pricing shall increase by five percent (5%) annually for
the duration of the contract term.
General Service Rates:
Service Technician Rate per Hour: $130.00
Laborer Rate per Hour: $90.00 (Apprentice)
Emergency Call Out Rate per Hour: $250.00
Materials Markup Rate %: 25%
Beall Recreation Center
415 N. Bozeman Ave.
Equipment:
- Furnace (1) One visit per year (Winter)
Price Proposal: Winter Service $250.00
Bozeman Public Safety Center
901 N. Rouse Ave.
Equipment:
- Air Handling Units (3) - Air Conditioners (8) One visit per year (Summer)
- Boilers (3) - Heaters (11) One visit per year (Fall/Winter)
Price Proposal: Fall/Winter Service $2,316.00
Summer Service $1,989.00
City Hall
901 N. Rouse Ave.
Equipment:
- Air Handling Units (2) - Air Conditioners (1) One visit per year (Summer)
- Boilers (2) One visit per year (Fall/ Winter)
Price Proposal: Fall/Winter Service $830.00
Summer Service $954.00
Fire Station #2
575 W. Kagy Blvd.
Equipment:
- Air Conditioners (1) One visit per year (Summer)
- Boilers (2) - Energy Recovery Ventilators (1) - Heat Pumps (3) One visit per year
(Fall/Winter)
Price Proposal: Fall/Winter Service $1,208.00
Summer Service $1,208.00
Fire Station #2 - Old
410 S. 19th Ave.
Equipment:
- Furnace (2) - Heaters (3) One visit per year (Fall/Winter)
- Air Conditioners (2) One visit per year (Summer)
Price Proposal: Fall/Winter Service $1,260.00
Summer Service $905.00
Fire Station #3
1705 Vaquero Pkwy.
Equipment:
- Heat pumps (5) Two visit’s per year (Fall/Winter & Summer)
Price Proposal: Fall/Winter Service $ 1,431.00
Summer Service $1,431.00
Bozeman Public Library
626 E. Main St.
Equipment:
- Air Handling Units (2) - Air Conditioners (1) One visit per year (Summer)
- Boilers (3) One visit per year (Fall/Winter)
Price Proposal: Fall/Winter Service $1,460.00
Summer Service $2,620.00
Bridger Parking Garage
26 E. Mendenhall St.
Equipment:
- Air Handling Units (1) One visit per year (Fall/Winter)
Price Proposal: Fall/Winter Service $250.00
Stiff Professional Building
20 E. Olive St.
Equipment:
- Air Handling Units (2) - Air Conditioners (2) One visit per year (Summer)
- Boilers (2) One visit per year (Fall/Winter)
Price Proposal: Fall/Winter Service $804.00
Summer Service $982.00
Bozeman Senior Center
807 N. Tracy Ave.
Equipment:
- Air Handling Units (5) - Air Conditioners (6) One visit per year (Summer)
- Boilers (2) - Heaters (2) One visit per year (Fall/Winter)
Price Proposal: Fall/Winter Service $1,408.00
Summer Service $2,316.00
Shops Complex
814 N. Bozeman Ave.
Equipment:
- Air Conditioners (4) One visit per year (Summer)
- Heaters (12) - Furnace (3) One visit per year (Fall/Winter)
Price Proposal: Fall/Winter Service $2,620.00
Summer Service $956.00
Story Mansion
811 S. Willson Ave.
Equipment:
- Boilers (2) One visit per year (Fall/Winter)
Price Proposal: Fall/Winter Service $500.00
Story Mill Community Center
600 Bridger Drive
Equipment:
- Air Conditioners (3) One visit per year (Summer)
- Boilers (1) - Energy Recovery Ventilators (1) One visit per year (Fall/Winter)
Price Proposal: Fall/Winter Service $500.00
Summer Service $956.00
Vehicle Maintenance Facility
1812 N. Rouse Ave.
Equipment:
- Air Conditioners (2) One visit per year (Summer)
- Boilers (2) - Heaters (4) - Furnace (2) One visit per year (Fall/Winter)
Price Proposal: Fall/Winter Service $2,000.00
Summer Service $500.00
Total Annual Preventative Maintenance Proposal: $31,654
Signature________________________________________________Date_________________
Appendix B
NONDISCRIMINATION AND EQUAL PAY AFFIRMATION
Tri-County Mechanical & Electrical hereby affirms it will not discriminate on the basis of
race, color, religion, creed, sex, age, marital status, national origin, or because of actual or
perceived sexual orientation, gender identity or disability and acknowledges and
understands the eventual contract will contain a provision prohibiting discrimination as
described above and this prohibition on discrimination shall apply to the hiring and
treatments or proposer’s employees and to all subcontracts.
In addition, Tri-County Mechanical & Electrical hereby affirms it will abide by the Equal Pay
Act of 1963 and Suction 39-3-104, MCA (the Montana Equal Pay Act), and has visited the
State of Montana Equal Pay for Equal Work “best practices” website,
https://equalpay.mt.gov/BestPractices/Employers, or equivalent “best practices”
publication and has read the material.
________________________________________________
Name and title of person authorized to sign on behalf of submitter
CEO
Appendix C
Trane 2TTR Air Conditioning Units – Preventive Maintenance
Preventive Maintenance Requirements
Proper Maintenance* Your system requires maintenance and repair by a properly trained
service technician. “Do-it-yourself” repairs on an in-warranty unit may void your warranty.
Other than performing the simple maintenance recommended below, you should not
attempt to make any adjustments or repairs to your system. Your dealer can assist you with
questions or problems.
1) Replace the air filter(s) A clean filter saves you money by helping ensure top system
efficiency. When replacing your filter(s), always use the same size and type that was
originally supplied or consult with your dealer for recommendations. Be sure to replace it
with arrows pointing in the direction of the airflow. Where disposable filters are used, they
must be replaced every month with the same size as originally supplied. Clean or replace
your filter twice a month during seasons when the unit runs more often. Ask your dealer
where the filter is located in your system and how to service it.
2) Maintain free outdoor coil airflow Efficient operation of your system depends on the free
flow of air over outdoor unit’s coil. Do not plant flowers or shrubbery right next to the unit.
Also, make sure that nothing is stacked against the sides of the unit or draped over it.
Buildup of snow and ice can restrict airflow. As soon as possible after accumulation, clean
snow from the area around the outdoor unit.
3) Clean the finish to ensure the longevity of the outdoor unit appearance, clean the
exterior finish with soap and fresh water. For stubborn grease spots, use household
detergent. Do not use lacquer thinner or other synthetic solvents as they may damage the
finish. Note: For coastal region locations, a monthly freshwater rinse is recommended
Trane Furnace – Model TVHMD120 Preventive Maintenance
Preventive Maintenance Requirements
Proper Maintenance* Your system requires maintenance and repair by a properly trained
service technician. “Do-it-yourself” repairs on an in-warranty unit may void your warranty.
Other than performing the simple maintenance recommended below, you should not
attempt to make any adjustments or repairs to your system. Your dealer can assist you with
questions or problems.
1) Replace the air filter(s) A clean filter saves you money by helping ensure top system
efficiency. When replacing your filter(s), always use the same size and type that was
originally supplied or consult with your dealer for recommendations. Be sure to replace it
with arrows pointing in the direction of the airflow. Where disposable filters are used, they
must be replaced every month with the same size as originally supplied. Clean or replace
your filter twice a month during seasons when the unit runs more often. Ask your dealer
where the filter is located in your system and how to service it.
2) Maintain free outdoor coil airflow Efficient operation of your system depends on the free
flow of air over outdoor unit’s coil. Do not plant flowers or shrubbery right next to the unit.
Also, make sure that nothing is stacked against the sides of the unit or draped over it.
Buildup of snow and ice can restrict airflow. As soon as possible after accumulation, clean
snow from the area around the outdoor unit.
3) Clean the finish to ensure the longevity of the outdoor unit appearance, clean the
exterior finish with soap and fresh water. For stubborn grease spots, use household
detergent. Do not use lacquer thinner or other synthetic solvents as they may damage the
finish. Note: For coastal region locations, a monthly freshwater rinse is recommended
York Air Handling Unit – Model GVC2L2B7HA Preventive Maintenance
Preventive Maintenance Requirements
Preventive maintenance shall be performed semi-annually at a minimum and shall include, but
not be limited to, the following:
• Inspect unit cabinet, panels, insulation, and structural integrity.
• Inspect supply, return, and exhaust fan assemblies for wear, vibration, and proper operation.
• Inspect fan belts, sheaves, bearings, and alignment; adjust or replace as required.
• Lubricate bearings and moving components where applicable.
• Measure and record motor voltage, amperage, and rotation.
• Inspect and clean heating and cooling coils; straighten fins as required.
• Inspect and clean condensate drains and piping; verify proper drainage
• Inspect air filters and replace as required
• Inspect dampers, actuators, and linkages for proper operation and calibration
• Inspect duct connections and flexible connectors for air leakage or deterioration
• Inspect and tighten all electrical connections
Controls & Safeties
• Verify proper operation of unit controls, sensors, and safeties
• Confirm correct sequencing of operation
• Test freeze protection and airflow safeties where applicable
Seasonal Startup
• Perform complete operational check at the beginning of the heating and cooling seasons
• Verify airflow and temperature differential across coils
York Air Handling Unit – XTI Series Preventive Maintenance
Preventive Maintenance Requirements
Preventive maintenance shall be performed semi-annually at a minimum and shall include, but not be limited to, the following:
• Inspect unit casing, panels, insulation, doors, gasketing, and structural integrity
• Inspect supply, return, and exhaust fan assemblies for wear, vibration, and proper
operation
• Inspect fan belts, sheaves, bearings, and alignment; adjust or replace as required
• Lubricate bearings and moving components where applicable
• Measure and record motor voltage, amperage, and rotation
• Inspect and clean heating and cooling coils; straighten fins as required
• Inspect and clean condensate drain pans and piping; verify proper drainage
• Inspect air filters and replace as required
• Inspect dampers, actuators, and linkages for proper operation and calibration
• Inspect mixing boxes and outside air components where applicable
• Inspect duct connections and flexible connectors for air leakage or deterioration
• Inspect and tighten all electrical connections
Controls & Safeties
• Verify proper operation of unit controls, sensors, and safeties
• Confirm correct sequencing of operation
• Test freeze protection, airflow, and safety shutdown devices where applicable
Seasonal Startup
• Perform complete operational check at the beginning of the heating and cooling seasons
• Verify airflow rates and temperature differentials across coils
• Confirm unit operation under normal load conditions
Daikin Air-Cooled Chiller – Model AGZ14 Preventive Maintenance
Preventive Maintenance Requirements
Preventive maintenance shall be performed semi-annually at a minimum and shall include, but
not be limited to, the following:
• Inspect compressor operation for proper performance, vibration, and abnormal noise
• Inspect condenser fan motors, blades, and guards; verify secure mounting and proper operation
• Inspect and clean air-cooled condenser coils using manufacturer-approved methods
• Inspect evaporator heat exchanger for fouling, leaks, and insulation condition
• Inspect refrigerant piping, valves, fittings, and insulation for leaks or deterioration
• Verify refrigerant charge and operating pressures
• Measure and record suction and discharge pressures and temperatures
• Inspect oil levels and condition where applicable
• Inspect unit cabinet, panels, and structural components
• Inspect and tighten all electrical connections
• Measure and record voltage, amperage, and phase balance
• Inspect starters, contactors, VFDs (if equipped), and control panels
Controls & Safeties
• Verify proper operation of chiller controls and sensors
• Test safety devices including high-pressure, low-pressure, freeze protection, and motor protection
• Confirm correct start-up, shutdown, and operational sequencing
Seasonal Startup
• Perform complete operational inspection prior to the cooling season
• Verify chilled water temperatures and system capacity
• Confirm proper operation under normal load conditions
Stulz Precision Air Conditioner – Model SCS 036 SAA Preventive Maintenance
Preventive Maintenance Requirements
Preventive maintenance shall be performed semi-annually at a minimum and shall include, but not be limited to, the following:
• Inspect compressor operation for proper performance, vibration, and abnormal noise
• Inspect evaporator and condenser coils; clean using manufacturer-approved methods
• Inspect and clean condensate drain pans and piping; verify proper drainage
• Inspect refrigerant piping, valves, and fittings for leaks or damage
• Verify refrigerant charge and operating pressures
• Inspect evaporator fans, motors, belts, and bearings for proper operation
• Measure and record motor voltage and amperage
• Inspect and replace air filters as required
• Inspect humidification components where equipped, including water supply, valves, and controls
• Inspect cabinet integrity, insulation, and access panels
• Inspect and tighten all electrical connections
Controls & Safeties
• Verify proper operation of unit controls, sensors, alarms, and safeties
• Confirm correct start-up, shutdown, and sequencing of operation
• Test high-pressure and low-pressure safety controls
Seasonal Startup
• Perform complete operational inspection prior to the cooling season
• Verify temperature and humidity control performance
• Confirm unit operation under normal load conditions
Lochinvar Boiler – Model FBD3001 Preventive Maintenance
Preventive Maintenance Requirements
Preventive maintenance shall be performed semi-annually at a minimum and shall include, but
not be limited to, the following:
• Inspect boiler for proper operation, leaks, and overall condition
• Inspect heat exchanger for corrosion, scaling, and deterioration
• Inspect and clean burners, combustion chamber, and flame sensors
• Test ignition system and safety interlocks
• Verify gas supply pressure, regulators, and piping integrity
• Inspect pumps, valves, and piping associated with the boiler system
• Inspect and clean condensate drains and traps
• Inspect boiler controls, including high-limit, pressure, and low-water safeties
• Inspect and tighten all electrical connections
• Measure and record operational parameters including pressure, temperature, and amperage
• Inspect cabinet integrity, insulation, and access panels
Controls & Safeties
• Test all safety devices, including low-water cutoff, pressure relief valves, and limit
controls
• Verify proper startup, shutdown, and sequencing of operation
• Confirm control system functionality and communication with building automation system if applicable
Seasonal Startup
• Perform complete operational inspection at the beginning of the heating season
• Verify proper combustion, efficiency, and temperature rise
• Confirm boiler operates correctly under normal load conditions
Preventive Maintenance Requirements — Zehnder Rittling Model RH-86
1. Visual Inspection (At Least Annually / Start of Heating Season)
• Inspect the entire unit for physical integrity, corrosion, leaks, or damage.
• Verify that mounting and support hardware remain secure.
• Confirm that all air inlets, outlets, and louvers are unobstructed and clean.
• Check for any loose or disconnected electrical components.
2. Coil and Heat Exchanger Cleaning
• Access the heating coil by removing the motor/fan assembly.
• Brush and vacuum the coil fins to remove dust and debris. Care must be taken to avoid
damaging the fins.
• A mild compressed-air cleaning is acceptable if used cautiously to avoid fin distortion.
• Clean coils improve airflow, heating performance, and energy efficiency.
3. Fan and Motor Assembly
• Check the fan blower wheel for free rotation, cleanliness, and absence of buildup.
• Inspect the motor and bearings; motors typically have permanently lubricated bearings,
but verify manufacturer guidance on lubrication intervals.
• Ensure all fan-related hardware is secure and functioning properly.
4. Electrical Components and Controls
• Verify electrical connections are tight and corrosion-free.
• Inspect thermostats, controls, wiring, and disconnects for proper operation.
• Clean thermostats and controls as needed to ensure reliable functioning.
5. Operational Check
• After preventive tasks are complete, run the unit to verify proper heat delivery, fan operation, and control response.
• Note any unusual noise, vibration, or operational irregularities for corrective action.
Preventive Maintenance Requirements - Roberts-Gordon Model CTH2V-60
1. Annual Pre-Season Inspection
• A qualified service technician must perform a thorough inspection before each heating season to ensure safe and reliable operation.
• Turn off gas and electrical supplies before performing service or maintenance.
• Allow heater to cool completely prior to inspection.
2. Safety and Combustion Check
• Inspect the gas supply line, connections, and burner ignition system for proper operation.
• Verify that all safety controls operate correctly and that there are no gas leaks or
damaged components.
• Check venting and combustion air openings for obstruction, corrosion, or damage.
3. Burner and Burner Tube Inspection
• Inspect the burner assembly, including burner cups and flame patterns, for cleanliness, carbon buildup, or wear.
• Remove any accumulation of dust, dirt, or debris inside the burner area, which can affect
combustion quality.
• Inspect burner tubes for deterioration or obstruction and ensure secure mounting.
4. Blower and Combustion Air Components
• Clean the blower scroll and motor areas to remove dust and debris that may interfere with proper air movement.
• Verify the blower motor operates smoothly and quietly and that any pressure/air switches
are functioning correctly.
• Check that blowers are free of restrictions to airflow.
5. Controls and Electrical System
• Inspect control wiring and connections for tightness, wear, or damage.
• Confirm the thermostat and low-voltage controls operate properly and respond accurately
to setpoints.
• Test safety controls (limit switches, shutoffs) to verify correct operation.
6. Heat Exchanger / Tubing Inspection
• Inspect radiant heat tubes for evidence of corrosion, cracking, or localized overheating.
• Clean any dust or buildup from exposed tube surfaces.
• Ensure tubes and associated hardware remain secure with no sagging or loose
components.
7. Operational Test
• Restore gas and electrical supply and perform an operational run-up.
• Verify proper ignition, flame quality, heat output, and smooth cycling on thermostat.
• Listen for unusual noises and observe for abnormal vibration; correct any issues identified
Preventive Maintenance Requirements - Witt-Scottsboro Model FSS20SAVE
1. Qualified Service Personnel
All preventive maintenance shall be performed by trained and qualified service technicians
experienced in gas-fired heaters and combustion equipment. Technicians shall follow all safety codes and procedures including lock-out/tag-out of utilities before servicing.
2. Annual Pre-Season Inspection
At least once annually prior to the heating season, or as needed based on service conditions:
• Verify overall unit condition, structural integrity, and mounting.
• Confirm clearances around the unit are maintained per manufacturer requirements.
(Witt products are generally robust and low maintenance, but annual inspection is
recommended.)
3. Gas and Combustion System
• Inspect gas supply piping and connections for leaks or damage.
• Verify proper operation of pilot/ignition system and flame safety controls.
• Clean burner components and combustion chamber as required to remove soot, debris,
and buildup that can impair combustion efficiency.
4. Heat Exchanger and Heat Transfer Components
• Inspect heat exchanger surfaces and tubes for signs of corrosion, cracking, or deterioration.
• Clean dust and debris from heat transfer surfaces with appropriate tools (brushing, low-pressure air) to improve heat transfer efficiency.
5. Blower, Motor, and Airflow Components
• Inspect blower wheel, fan, and housing; clean accumulated debris to ensure proper airflow.
• Verify fan rotates freely and is balanced.
• Inspect motor condition, electrical connections, and thermal protection devices
6. Controls and Electrical System
• Inspect wiring, connections, and control components for tightness, wear, and safe
condition.
• Test thermostat, limit controls, and safety interlocks for proper function.
• Replace any failed or suspect control components.
7. Operational Test
After preventive tasks:
• Restore gas and electrical supplies.
• Operate the unit through a complete cycle to verify proper ignition, heating output,
airflow, and safety device operation.
Preventive Maintenance Requirements - GÜNTNER Model GFW (Dry Cooler)
1. Safety First
Before performing any maintenance:
• Disconnect electrical power and secure against unintended restart.
• Ensure fans are stopped before accessing fan or heat exchanger areas.
• Only qualified personnel familiar with electrical and mechanical equipment should perform work.
2. General Visual Inspection (Quarterly / Semi-Annual)
• Visually inspect the exterior for damage, corrosion, or loose components.
• Check structural supports, mounting hardware, and unit accessibility.
• Verify fan guards, access panels, and safety signage are intact.
• Ensure adequate drainage and clearances around the unit. Purpose: Early detection of wear, corrosion, or mounting issues that may compromise equipment life.
3. Coil & Heat-Exchanger Cleaning (Semi-Annual / Annual)
• Clean fins and heat-exchange surfaces using low-pressure air, vacuum, or soft brushes.
o Follow the manufacturer’s recommended method to avoid fin damage — typically clean against airflow and top-to-bottom to avoid pushing debris deeper.
• Remove dust, dirt, and buildup that reduce cooling performance and increase operating load.
• Confirm coil surface is free of blockages that could impede airflow and heat rejection.
4. Fans & Motors (Semi-Annual / Annual)
• Inspect fan blades and housings for debris, corrosion, or mechanical damage.
• Ensure fan wheels spin freely with no unusual vibration.
• Check motor mounts, belts (if applicable), and fan bearings for wear and secure attachment.
• Test fan motor operations; confirm smooth start-up and shutdown. Note: Some Guntner dry cooler fans are maintenance-free but should still be inspected
for cleanliness and wear.
5. Electrical Components & Wiring (Annual)
• Inspect electrical panels, wiring, and connections for tightness, corrosion, or wear.
• Confirm all ground connections and safety switches operate properly.
• Test control integration with building automation (if applicable). Purpose: Secure, reliable electrical systems prevent failures and safety incidents.
6. Operational Test (Annual)
• With power restored, run the system to verify:
o Fans operate at correct speeds without unusual noise or vibration.
o Airflow direction is correct and unobstructed.
o System responds correctly to controls or external signals.
• Note any abnormal temperature differential across coils or unusual performance.
Purpose: Ensure unit achieves expected operational performance under normal load.
Preventive Maintenance Requirements - Electro Industries Model EB-NB
Series Boiler
Note: The EB-NB Series Electric Boiler is an industrial hot water boiler designed for
closed-loop hydronic systems. Preventive maintenance should be performed by qualified
HVAC/mechanical technicians per manufacturer instructions and applicable codes. The boiler’s
Installation & Operating Manual (EB-NB Series) serves as the baseline for safe operation and includes the necessary maintenance recommendations.
1. Safety and Preparatory Steps
• Disconnect electrical power and lock out/tag out per local electrical code before
servicing.
• Allow the boiler to cool and depressurize before performing maintenance.
• Verify that all service personnel are trained and familiar with electric boiler safety and hydronic system precautions.
2. Visual Inspection (Annually)
• Inspect the exterior cabinet and door for damage, corrosion, or loose hardware.
• Verify that access panels, controls, wiring, and safety labels are intact and secure.
• Check the boiler’s surrounding area for proper clearances, drainage, and absence of combustible materials.
• Ensure piping connections are free of leaks, corrosion, or thermal stress points.
3. Electrical System Inspection
• Inspect all wiring, connections, and terminals for signs of heat stress, loose connections, or corrosion.
• Confirm grounding and bonding per code requirements and manufacturer guidelines.
• Verify control power supply integrity (120 V control circuit).
• Check operation of switches, breakers, and safety interlocks.
4. Control and Monitor Functionality
• Confirm proper functioning of the digital display and control logic for temperature, staging, and diagnostic indicators.
• Test safety devices such as high-limit controls, reset limits, and low water cut-offs to
verify correct operation.
• Inspect and verify communication or integration with building automation systems if applicable (0-10 VDC, BACnet, etc.).
5. Heating Elements and Internal Components
• Inspect the condition of heating elements (Incoloy sheathed elements) for signs of wear
or scaling.
• Verify that element circuits and contactors operate properly, and check for proper staging in multi-element units.
• Ensure fuse or breaker protection for heating elements is appropriate and functioning.
6. Hydronic System and Plumbing
• Inspect hydronic piping, valves, and fittings for leaks, corrosion, or wear.
• Check operation of system pumps, expansion tanks, and air separators used in the hydronic loop.
• Verify proper flow rates and temperature differential per design specifications. (Coordination with hydronic system documentation is required.
7. Operational Testing
• After maintenance and inspections, restore electrical power and initiate boiler operation.
• Observe startup behavior, staging sequences, boiler temperature control, and safety device trip actions.
• Check for unusual noises, vibrations, or alarm conditions.
• Confirm that boiler meets design temperature and control set-points.
Preventive Maintenance Requirements - Lochinvar Knight Model KBN500
1. Daily / Owner Checks
(Performed by owner or facility staff as part of routine observation)
• Check the boiler area for cleanliness and hazards.
• Observe the pressure/temperature gauge for abnormal readings.
• Inspect visually for leaks, excessive noise, or unusual operation.
2. Monthly Inspections
• Inspect vent piping and air piping for obstructions or deterioration.
• Check air and vent termination screens for debris.
• Check relief valve condition and installation.
• Inspect condensate drainage and air vents.
3. Periodic Checks
• Test low water cutoff devices (if used) for proper operation.
• Reset low water cutoff test buttons where applicable.
4. Every 6 Months
• Check boiler gas and water piping for leaks.
• Operate the relief valve to verify proper operation.
5. End of Heating Season
• If the boiler will not be used for domestic hot water, perform seasonal shutdown per Lochinvar procedures.
• Confirm boiler shutdown following the manufacturer’s recommended shutdown process.
6. Annual Preventive Maintenance by Service Technician
This is the core manufacturer-recommended annual maintenance.
A qualified service technician shall perform a comprehensive annual maintenance and startup inspection before the heating season, including but not limited to the following:
a. General Inspection & Startup Checks
• Address any reported problems identified since last service.
• Inspect interior components; clean and vacuum internal areas if necessary.
• Clean or replace condensate trap and refill with fresh water.
• Check for water, gas, flue, and condensate leaks.
• Verify flue and air lines are in good condition, sealed, and unobstructed.
• Check system water pressure, piping, and expansion tank condition.
• Inspect control settings and calibrations.
b. Combustion & Ignition Components
• Inspect ignition and flame sense electrodes; sand off any deposits, clean, and reposition if needed.
• Check wiring and electrical connections for tightness and integrity.
• Perform start-up checkout and system performance verification according to the manuals.
• Verify flame quality (stable and uniform) and appropriate flame signal strength.
c. Heat Exchanger
• Check operating temperatures; if flue gas temperature is significantly above normal return temperature (e.g., more than ~30 °C/54 °F), clean the heat exchanger.
• Remove and clean burner surfaces with compressed air if indicated by combustion
performance.
• Clean blower wheel to ensure proper airflow.
d. Safety & Controls Verification
• Test low water flow or low water cutoff conditions.
• Verify operation of all safety devices, controls, and monitoring systems.
• Inspect general electrical connections and controls for correct operation.
Preventive Maintenance Requirements - Racan-Carrier Model A4D-138
1. Qualified Service Personnel
All maintenance shall be performed by trained, qualified HVAC service technicians experienced in commercial air handling systems and Carrier-branded equipment. Technicians shall follow proper lock-out/tag-out procedures and all applicable safety codes before servicing equipment.
2. Visual Inspection (Quarterly)
• Inspect the air handler exterior for damage, corrosion, or loose components.
• Check access panels, fasteners, and frame integrity.
• Ensure the surrounding area is clean, clear of obstructions, and maintains required clearances for service access.
• Verify that labels, safety signage, and unit identification tags remain intact.
3. Filters and Airflow Components
• Inspect and replace or clean air filters at manufacturer-recommended intervals (typically quarterly or as required by conditions).
• Check fan wheels and blower assemblies for dust buildup or imbalance.
• Verify proper belt tension and alignment (if applicable).
• Ensure dampers, actuators, and linkages operate fully without binding.
4. Coils and Heat Transfer Surfaces (Semi-Annual / Annually)
• Inspect cooling/heating coils for fouling, dust, or debris and clean as necessary to maintain efficient heat transfer.
• Use low-pressure air or gentle vacuuming to avoid damaging coil fins.
• Check coil drain pans and condensate traps for standing water and clean drains to prevent blockage.
5. Motors, Bearings, and Fans
• Check motor electrical connections for tightness and corrosion.
• Verify blower/motor operation and listen for abnormal noises or vibrations.
• Inspect bearings for signs of wear and ensure proper lubrication if specified by the motor manufacturer.
• Confirm that fan balance and alignment are within acceptable limits.
6. Controls and Electrical Components
• Inspect control wiring, contactors, relays, and terminal connections for tightness and
wear.
• Test thermostat and control signals for proper responsiveness.
• Check safety interlocks and shutdown switches operate correctly.
7. Operational Testing (Annually)
After completing maintenance tasks:
• Restore power and operate the unit through normal start-up and shut-down cycles.
• Confirm airflow performance, proper temperature control (if heating/cooling coils are
part of the system), and control responsiveness.
• Note any unusual performance issues and recommend corrective action if needed.
Preventive Maintenance Requirements - McQuay Model W.FCW.1.036
1. Safety and Preparation
• Disconnect electrical power and lock out/tag out prior to servicing any component.
• Only qualified HVAC service technicians shall conduct maintenance in accordance with applicable electrical and mechanical codes.
2. Visual Inspection (Quarterly)
• Inspect unit exterior, access panels, and structural hardware for corrosion, damage, or
looseness.
• Verify that service access, clearances, and installation conditions remain appropriate.
3. Air Filters
• Check filters quarterly and clean or replace as required based on unit loading and environmental conditions.
• Dirty filters reduce airflow and system efficiency and can cause component stress.
4. Coil Cleaning
• Inspect cooling/heating coils for dirt, dust, and debris.
• Clean coils using low-pressure air or vacuum as needed to maintain proper heat transfer and airflow.
• Particularly address coils at season start and more frequently in dusty environments.
5. Fans, Belts & Motors
• Inspect blower/fan wheels for dust buildup, unbalance, or wear.
• Clean fan blades and housings.
• Check belt tension and condition (if equipped with belts).
• Inspect and tighten motor electrical connections.
• Lubricate bearings only where manufacturer specifies (most modern motors are sealed
and do not require lubrication).
6. Hydronic and Water Components
• Check water coil connections for leaks and corrosion.
• Verify hydronic flow is in accordance with design specifications.
• Inspect drain pans and condensate drains; clean to prevent water buildup and blockage.
7. Controls & Electrical
• Inspect all control wiring, terminals, and connections for tightness and wear.
• Test operation of thermostats, control boards, safeties, and sensors.
• Replace any failed or suspect control components.
8. Operational Testing
• After maintenance tasks are complete, restore power and operate the unit through a typical operating cycle.
• Verify proper start-up, airflow, heating/cooling performance, and control response.
• Check airflow, temperatures, and system pressures to confirm normal operation.
Preventive Maintenance Requirements - Dunham-Bush Model
ACDSC-100-6PO
1. Qualified Service Personnel
All maintenance shall be conducted by trained HVAC service technicians familiar with
Dunham-Bush chillers. Technicians must follow proper lock-out/tag-out procedures, electrical safety protocols, and refrigerant handling requirements.
2. Regular Visual Inspection (Quarterly / Seasonal)
At least quarterly, or more frequently in demanding applications:
• Inspect unit exterior and frame for signs of corrosion, damage, or loose fasteners.
• Verify that clearances around the chiller remain unobstructed and that airflow inlet/outlet
areas are free of debris.
• Check service panel condition and control cabinet cleanliness.
3. Coil & Condenser Maintenance (Semi-Annual / Annual)
• Clean condenser coils annually or as needed depending on environmental conditions (dusty, high-debris areas).
• Use low-pressure air or coil cleaning solutions to remove dirt build-up and improve heat
rejection.
• Inspect fins for damage and straighten as necessary.
4. Compressor System Checks
• Check compressor operation and lead/lag staging (if equipped).
• Inspect mounting hardware and vibration isolators.
• Review compressor run hours and alarms logged in unit controller.
• Confirm no abnormal noise or vibration during operation.
5. Electrical & Control System Inspection
• Inspect electrical connections in the control panel for tightness and signs of heat stress.
• Check contactors, relays, and breakers for correct operation and wear.
• Verify control settings on the microcomputer controller, including pressure limits and sequencing logic.
• Review unit fault history and clear resolved alarms.
6. Fans & Motors
• Check condenser fan motors and blades for proper rotation, cleanliness, and secure mounting.
• Clean fan blades and housings to prevent imbalance and maintain airflow.
• Lubricate fan motor bearings only if recommended by the OEM documentation.
7. Refrigerant and System Performance Monitoring
• Verify refrigerant charge and inspect sight glasses (if present) for proper refrigerant condition.
• Record operating pressures and temperatures at service ports to evaluate system performance.
• Confirm that safety controls (high/low pressure cutouts) operate correctly.
8. Operational Testing (Annual)
Conduct an annual operational test covering:
• Start-up and shutdown sequences.
• Compressor loading/unloading behavior.
• Condenser fan cycling and control responsiveness.
• Normal operating temperatures and pressures within expected ranges.
• Correct fault reset behavior and controller logic.
Preventive Maintenance Requirements - Lennox Model HS26-036-24
Maintenance and service must be performed by a qualified installer or service agency. At
the beginning of each cooling season, the system should be checked as follows:
1 − Clean and inspect outdoor coil. Coil may be flushed with a water hose. Ensure the
power is turned off before you clean the coil.
2 − Outdoor fan motor is prelubricated and sealed. No further lubrication is needed.
3 − Visually inspect connecting lines and coils for evidence of oil leaks.
4 − Check wiring for loose connections.
5 − Check for correct voltage at unit (unit operating).
6 − Check amp−draw outdoor fan motor. Unit nameplate _________ Actual ____________ .
NOTE − If owner complains of insufficient cooling, the unit should be gauged and
refrigerant charge checked. Refer to section on refrigerant charging in this instruction.
Indoor Coil
1 − Clean coil, if necessary.
2 − Check connecting lines and coils for evidence of oil leaks.
3 − Check condensate line and clean, it if necessary. Indoor Unit
1 − Clean or change filters.
2 − Adjust blower speed for cooling. Measure the pressure drop over the coil to determine
the correct blower CFM. Refer to the unit information service manual for pressure drop
tables and procedure.
3 − Belt Drive Blowers − Check belt for wear and proper tension.
4 − Check all wiring for loose connections
5 − Check for correct voltage at unit (blower operating).
6 − Check amp−draw on blower motor Unit nameplate_________ Actual ___________
Preventive Maintenance Requirements - Viessmann CI-2 (Vitocrossal 200 CI2)
boiler
1. Annual Professional Service (Minimum)
Viessmann strongly recommends that the CI-2 boiler be inspected and serviced by a qualified heating contractor at least once a year — ideally before the heating season begins. This helps
ensure safe operation, efficient combustion, and compliance with warranty requirements.
A qualified technician’s annual service typically includes:
• Check combustion performance and measure flue gas temperatures.
• Inspect burner and heat exchanger for soot, deposits, or wear.
• Check all electrical connections and safety controls.
• Verify fuel supply system (gas valves, ignition system) for leaks and proper operation.
• Test safety devices, such as pressure relief valves and low-water cutoffs.
2. Annual Cleaning Tasks
These tasks help prevent performance decline over time:
• Condensate Drain & Trap:
Clean the condensate drain pipe and trap at least once per year to prevent blockages
that can lead to improper condensate removal and potential corrosion or shutdowns.
• Surface Cleaning:
Wipe down the boiler’s exterior panels with a non-abrasive cleaner and microfiber
cloth to keep access panels and controls free of dust and contaminants.
3. More Frequent Maintenance Items
Some items should be checked more often than annually:
Safety Valve (DHW Tank):
If the system has a domestic hot water tank, check the temperature/pressure relief valve every
6 months by venting it (or have your contractor do so) to ensure it operates freely and doesn’t
stick.
Potable Water Filters:
If installed, inspect visual condition every 2 months, replace filter elements every 6 months,
or back-flush every 2 months for back-flushing filters to sustain hygienic water quality.
4. General Operator Checks
These are simple preventive checks you can do periodically (monthly/seasonally):
Monitor Boiler Pressure:
Ensure system pressure stays within manufacturer specifications (often around ~12–15 psi /
~1.0–1.5 bar for hydronic systems; check your exact installation specs).
Check for Leaks:
Visually inspect around the boiler for signs of water drips, corrosion, or loose fittings.
Watch for Unusual Noises or Behavior:
Unexpected noises, frequent cycling, or error codes on the display often indicate it’s time for
maintenance or a contractor visit.
5. System-Wide Preventive Tips
Beyond the boiler itself, industry best practice (also relevant to Viessmann systems) includes:
• Install a magnetic or sediment filter on the heating loop to reduce debris entering the boiler — this can prevent heat exchanger or burner blockages.
• Ensure water quality/inhibitor levels are correct in closed hydronic systems to reduce corrosion and scale.
Preventive Maintenance Requirements - Weil-McLain Model 588 Boiler
Annual & Routine Preventive Maintenance
Important Notes
• Always disconnect electrical power before servicing boiler components.
• Many detailed service tasks should only be performed by a qualified service technician (annual start-up checks, internal cleanup, combustion adjustments, etc.).
Daily/Monthly Owner/Operator Checks
These are basic checks you (or the building operator) can do regularly:
Safety & Visual Checks (Daily/Weekly)
• Check surrounding area: Ensure boiler room is free of combustible materials and contaminants that could affect combustion air.
• Visual leaks: Look for water at piping joints, pumps, relief valves or around the boiler — even small leaks can lead to corrosion and poor system performance.
• Air openings and ventilation: Make sure combustion air intakes and ventilation
passages remain unobstructed.
• Pressure gauge: Observe system water pressure; abnormal changes may indicate leaks or system issues.
Monthly Maintenance
• Inspect vent system and piping: Look for blockages, corrosion or loose joints.
• Check condensate and drain lines: Ensure traps and drain lines are clear so
condensation can exit freely without causing corrosion or system shutdown.
Annual Start-Up Maintenance (Professional)
Before the heating season begins, a full inspection and service by a qualified HVAC technician is strongly recommended and often required for warranty compliance:
Technician’s Checklist
1. Inspect all piping for leaks: Correct any leaks immediately — fresh makeup water
accelerates corrosion.
2. Inspect and test safety & limit controls: Safety controls, pressure/temperature gauges and boiler limit controls must be checked for proper operation. 3. Inspect boiler interior & heating surfaces: Check for soot or debris accumulation;
clean flue ways and combustion surfaces if needed.
4. Check boiler water chemistry: Monitor pH (typically 7.0–8.5) and treat system water if necessary; monitor inhibitor levels where glycol is used.
5. Ventilation & air supply: Verify that vent piping and air intake are free from
obstructions and correctly installed. 6. Inspect condensate system: Verify that condensate traps are filled and function properly to prevent flue gas escape. 7. Test burner ignition & control operations: Burners, igniters and sequence controls
should be tested and cleaned if needed.
Cleaning & Component Care
• Flue way & heat exchanger clean-up: If soot or buildup is present, boiler heating surfaces should be cleaned (requires blower housing removal).
• Inspect and clean intake/vent piping: Remove any debris, birds’ nests, snow/ice buildup that could restrict airflow.
• Keep area clear: Maintain clear area around the boiler so air can circulate and service
work can be conducted safely.
Customer Name
Property
Date
Maintenance Inspection Report
Equipment Compressor Condenser Coil Fan and Motor Evaporator Coil Condensate Areas Air Filters Heating Assy.Heating Assy.
Suction PSI__________
Head PSI_____________
Volts_________________
AMPS________________
Subcool_____________
Super Heat___________
ENT_________________
LVG_________________
Clean coil/Check
Fin.Cond
____________________
AMPS________________
InducerAMP_________
BlowerAMP__________
Check/Lube
bearings/Motor
_____________________
Supply Temp
_____________________
Return temp
_____________________
Clean coil/Check
Fin__________________
Inspect/Clean Drain
pan_________________
Inspect/Clean
Drain________________
Replace
QTY_________________
Filter
Size_________________
Burner/Heat
Exc__________________
Fuel supply/PSI
______________________
Manifold PSI
______________________
Inlet temp____________
Outlet temp__________
System PSI___________
System Pumps Fun.
Yes__________________
No__________________
Suction PSI__________
Head PSI_____________
Volts_________________
AMPS________________
Subcool_____________
Super Heat___________
ENT_________________
LVG_________________
Clean coil/Check
Fin.Cond
____________________
AMPS________________
InducerAMP_________
BlowerAMP__________
Check/Lube
bearings/Motor
_____________________
Supply Temp
_____________________
Return temp
_____________________
Clean coil/Check
Fin__________________
Inspect/Clean Drain
pan_________________
Inspect/Clean
Drain________________
Replace
QTY_________________
Filter
Size_________________
Burner/Heat
Exc__________________
Fuel supply/PSI
______________________
Manifold PSI
______________________
Inlet temp____________
Outlet temp__________
System PSI___________
System Pumps Fun.
Yes__________________
No__________________
Suction PSI__________
Head PSI_____________
Volts_________________
AMPS________________
Subcool_____________
Super Heat___________
ENT_________________
LVG_________________
Clean coil/Check
Fin.Cond
____________________
AMPS________________
InducerAMP_________
BlowerAMP__________
Check/Lube
bearings/Motor
_____________________
Supply Temp
_____________________
Return temp
_____________________
Clean coil/Check
Fin__________________
Inspect/Clean Drain
pan_________________
Inspect/Clean
Drain________________
Replace
QTY_________________
Filter
Size_________________
Burner/Heat
Exc__________________
Fuel supply/PSI
______________________
Manifold PSI
______________________
Inlet temp____________
Outlet temp__________
System PSI___________
System Pumps Fun.
Yes__________________
No__________________
Suction PSI__________
Head PSI_____________
Volts_________________
AMPS________________
Subcool_____________
Super Heat___________
ENT_________________
LVG_________________
Clean coil/Check
Fin.Cond
____________________
AMPS________________
InducerAMP_________
BlowerAMP__________
Check/Lube
bearings/Motor
_____________________
Supply Temp
_____________________
Return temp
_____________________
Clean coil/Check
Fin__________________
Inspect/Clean Drain
pan_________________
Inspect/Clean
Drain________________
Replace
QTY_________________
Filter
Size_________________
Burner/Heat
Exc__________________
Fuel supply/PSI
______________________
Manifold PSI
______________________
Inlet temp____________
Outlet temp__________
System PSI___________
System Pumps Fun.
Yes__________________
No__________________
Suction PSI__________
Head PSI_____________
Volts_________________
AMPS________________
Subcool_____________
Super Heat___________
ENT_________________
LVG_________________
Clean coil/Check
Fin.Cond
____________________
AMPS________________
InducerAMP_________
BlowerAMP__________
Check/Lube
bearings/Motor
_____________________
Supply Temp
_____________________
Return temp
_____________________
Clean coil/Check
Fin__________________
Inspect/Clean Drain
pan_________________
Inspect/Clean
Drain________________
Replace
QTY_________________
Filter
Size_________________
Burner/Heat
Exc__________________
Fuel supply/PSI
______________________
Manifold PSI
______________________
Inlet temp____________
Outlet temp__________
System PSI___________
System Pumps Fun.
Yes__________________
No__________________
Suction PSI__________
Head PSI_____________
Volts_________________
AMPS________________
Subcool_____________
Super Heat___________
ENT_________________
LVG_________________
Clean coil/Check
Fin.Cond
____________________
AMPS________________
InducerAMP_________
BlowerAMP__________
Check/Lube
bearings/Motor
_____________________
Supply Temp
_____________________
Return temp
_____________________
Clean coil/Check
Fin__________________
Inspect/Clean Drain
pan_________________
Inspect/Clean
Drain________________
Replace
QTY_________________
Filter
Size_________________
Burner/Heat
Exc__________________
Fuel supply/PSI
______________________
Manifold PSI
______________________
Inlet temp____________
Outlet temp__________
System PSI___________
System Pumps Fun.
Yes__________________
No__________________