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HomeMy WebLinkAbout26 - Submissions - HVAC Maintenance (6)From:Gregg Hein To:Bozeman Procurement Subject:[EXTERNAL]Proposal for City of Bozeman HVAC PREVENTATIVE MAINTENANCE Date:Wednesday, February 4, 2026 3:54:08 PM Attachments:Bozeman City Preventive Maintenance PSA.pdf CAUTION: This email originated from outside of the organization. Do not click links or open attachments unless you recognize the sender and know the content is safe. Hi Mike et al, Every day, we transform the environments where people live, work, learn and play. From optimizing building performance to improving safety and enhancing comfort, we are here to power your mission. A Planned Service Agreement with Johnson Controls provides you with a customized service strategy designed around the needs of your facilities. Our approach features a combination of scheduled, predictive and preventative maintenance services that focus on your goals. As your building technology services partner, Johnson Controls delivers an unmatched service experience delivered by factory-trained, highly skilled technicians who optimize operations of the buildings we work with, creating productive and safe environments for the people within. By integrating our service expertise with innovative processes and technologies, our value- driven planned service solutions deliver sustainable results, minimize equipment downtime and maximize occupant comfort. With more than a century of healthy buildings expertise, Johnson Controls leverages technologies to successfully deliver smart solutions to facilities worldwide. Please find attached the proposal for HVAC Preventive Maintenance for the City of Bozeman per the Request for Proposals (RFP) dated January 10, 2026. It meets the criteria outlined in the RFP and is arranged accordingly. Please don’t hesitate with any questions or if further information is needed. Thank you for the opportunity to be your HVAC service provider. Sincerely, Gregg Hein HVAC Account AE, Montana BSNA HVAC Johnson Controls +1 406 591 3601 cell The power behind your mission Table of Contents a) Executive Summary - p. 2 b) Firm Profile - p. 3 c) Related Experience with Similar Projects - p. 3 d) Description of Proposed Solution - pp. 4-54 e) Present and Projected Workloads - p. 55 f) Recent and Current Work for the City of Bozeman - p. 55 g) References - p. 55 h) Price Proposal - pp. 56-59 i) Affirmation of Nondiscrimination - p. 60 Johnson Controls Planned Service Proposal Prepared for The City of Bozeman © 2026 Johnson Controls Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls. Page 2 of 57 Executive summary • The equipment options and number of visits being provided for each piece of equipment are described in Schedule A, Equipment list. Service for all HVAC equipment at the following locations: • Alfred Stiff Professional Building – 20 E. Olive St. • Bozeman City Hall – 121 N. Rouse Ave • Bozeman Public Safety Center – 901 N. Rouse Ave • Bozeman Public Library – 626 E. Main St. • Bozeman Senior Center – 807 N. Tracy Ave. • Bozeman Fire Station 2 – 575 W. Kagy Blvd. • Bozeman Fire Station 2 (Old) – 410 S. 19 Ave. • Bridger Parking Garage – 26 E Mendenhall St. • Story Mansion – 811 S. Willson Ave. • Story Mill Community Center – 600 Brindger Canyon Dr. • Beall Recreation Center – 415 N. Bozeman Ave. • Shops Complex – 814 N. Bozeman Ave. • Vehicle Maintenance Facility – 1812 N. Rouse Ave. • Bozeman Fire Station 3 – 705 Vaquero Pkwy. As a manufacturer of both mechanical and controls systems, Johnson Controls has the expertise and resources to provide proper maintenance and repair services for your facility. Again, thank you for your interest in Johnson Controls and we look forward to becoming your building technology services partner. Please contact me if you have any questions. Sincerely, Gregg Hein (406) 591-3601 The power behind your mission • The agreement price for first year is $44,750.00; • In this proposal we are offering a service agreement starting 03/01/2026 and ending 02/28/2027. We value and appreciate your interest in Johnson Controls as a service provider for your building systems and are pleased to provide a value-driven maintenance solution for your facility. The enclosed proposal outlines the Planned Service Agreement we have developed on your facility. Details are included in the Planned Service Agreement summary, but highlights are as follows: Firm Profile At Johnson Controls (NYSE:JCI), we transform the environments where people live, work, learn and play. As the global leader in smart, healthy and sustainable buildings, our mission is to reimagine the performance of buildings to serve people, places and the planet. Building on a proud history of 140 years of innovation, we deliver the blueprint of the future for industries such as healthcare, schools, data centers, airports, stadiums, manufacturing and beyond through OpenBlue, our comprehensive digital offering. Today, Johnson Controls offers the world`s largest portfolio of building technology and software as well as service solutions from some of the most trusted names in the industry. Visit www.johnsoncontrols.com for more information and follow @Johnson Controls on social platforms. Johnson Controls has been licensed to do business in Montana since 1932 and has offices in Billings, Bozeman, Helena, Kalispell, and Missoula, employing 22 people in the HVAC Service Branch. Adam Butterfield and John Shiffer are HVAC Service Mechanics based out of the Bozeman Field Office. Both are members of United Association of Plumbers and Pipefitters Local 41 and are licensed and certified to service and repair all types of commercial HVAC equipment including but not limited to boilers, chillers, refrigeration units, air handlers, pumps, VFDs, and motors. Adam and John each operate a fully equipped Johnson Controls issued service vehicle, and both regularly participate in safety and technical training. Johnson Controls currently employs 8 other similarly qualified and equipped HVAC Service Mechanics elsewhere in Montana who can respond to calls in Bozeman, as needed, including Jeff van de Wouw who is on site at Bozeman Health. Related Experience Johnson Controls HVAC currently has mechanical service contracts with Bozeman Health, Montana State University, Flathead County, City of Missoula, University of Montana, and Logan Health, among many others in Montana. Some of these contracts are similar to the Scope of Work and scale of this request for the City of Bozeman. Some exceed it and some are smaller. Johnson Controls Planned Service Proposal Prepared for The City of Bozeman © 2026 Johnson Controls Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls. Page 4 of 57 Our partnership Personalized account management A Planned Service Agreement also provides you with the support of an entire team that knows your site and can closely work with you on budget planning and asset management. Your local Johnson Controls account management team can help guide planned replacement, energy retrofits and other building improvement projects. You’ll have peace of mind that an entire team of skilled professionals will be looking out for what is best for your facility and budget. A culture of safety Johnson Controls technicians take safety seriously and personally, and integrate it into everything they do. All of our technicians participate in regular and thorough safety training. Because of their personal commitment, we are a leader in the HVAC service industry for workplace safety performance. This means that you do not have to worry about us when we are on your site. Commitment to customer satisfaction Throughout the term of your Planned Service Agreement, we will periodically survey you and use your feedback to continue to make improvements to our service processes and products. Our goal is to deliver the most consistent and complete service experience possible. To meet this goal, we’ve developed and implemented standards and procedures to ensure you receive the ultimate service experience – every time. Energy & sustainability A more sustainable world one building at a time – Johnson Controls is a company that started more than 125 years ago with a product that reduced energy use in buildings. We’ve been saving energy for customers ever since. Today, Johnson Controls is a global leader in creating smart environments where people live, work and play, helping to create a more comfortable, safe and sustainable world. The value of integrity Johnson Controls has a long, proud history of integrity. We do what we say we will do and stand behind our commitments. Our good reputation builds trust and loyalty. In recognition for our commitment to ethics across our global operations, we are honored to be named one of the World’s Most Ethical Companies by Ethisphere Institute, a leading think tank dedicated to business ethics and corporate social responsibility. In addition, Corporate Responsibility Magazine recognizes Johnson Controls as one of the top companies in its annual “100 Best Corporate Citizens” list. Johnson Controls Planned Service Proposal Prepared for The City of Bozeman © 2026 Johnson Controls Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls. Page 5 of 57 Service delivery As part of the delivery of this Planned Service Agreement, Johnson Controls will dedicate a local customer service agent responsible for having a clear understanding of the agreement scope, and your facility procedures and protocols. A high-level overview around our service delivery process is outlined below including scheduling, emergency service, on-site paperwork, communication and performing repairs outside of the agreement scope. Scheduling Preventative maintenance service will be scheduled using our automated service management system. In advance of the scheduled service visit, our technician is sent a notice of service to a smartphone. Once the technician acknowledges the request, your customer service agent will call or e-mail your on-site contact to let you know the start date and type of service scheduled. The technician checks in, wears personal protective equipment, performs the task(s) as assigned, checks out with you and asks for a screen capture signature on the smartphone device. A work order is then e-mailed, faxed or printed for your records. Emergency services Emergency service can be provided 7 days a week, 24 hours a day, 365 days a year. During normal business hours, emergency service will be coordinated by the customer service agent. After hours, weekends and holidays, the emergency service number transfers to the Johnson Controls after-hours call center and on-call technicians are dispatched as needed. Johnson Controls is committed to dispatching a technician within hours of receiving your call through the service line. A work order is e-mailed, faxed or printed for your records. Depending on the terms of your agreement, you may incur charges for after hour services. Communication A detailed communication plan will be provided to you so you know how often we will provide information to you regarding your Planned Service Agreement. The communication plan will also provide you with your main contacts at Johnson Controls. Approval process for non-covered items Johnson Controls will adhere to your procurement process. No work will be performed outside of the agreement scope without prior approval. Johnson Controls will work with you closely to ensure your procurement process is followed before any non-covered item work is started. Johnson Controls Planned Service Proposal Prepared for The City of Bozeman © 2026 Johnson Controls Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls. Page 6 of 57 Summary of services and options Comprehensive and operational inspections During comprehensive and operational inspections, Johnson Controls will perform routine checks of the equipment for common issues caused by normal wear and tear on the equipment. Additional tests can be run to confirm the equipment’s performance. Routine maintenance, such as lubrication, cleaning and tightening connections, can be performed depending on the type of equipment being serviced. Routine maintenance is one of the keys to the five values of maintenance – it can help identify energy saving opportunities, reduce future repair costs, extend asset life, ensure productive environments, and promote health and safety. Customer Portal / Service Information Access The Johnson Controls customer portal is the online gateway to easily access various elements of your service information. This real-time, self-service mechanism is just one more way for you to stay in touch with our service within your facilities. Using the internet, you can view service call history by location, monitor agreements, as well as view asset and invoice information. Johnson Controls Planned Service Proposal Prepared for The City of Bozeman © 2026 Johnson Controls Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls. Page 11 of 57 Schedule A - Equipment List BOZEMAN CITY LIBRARY 626 E MAIN ST BOZEMAN, MT 59715-3768 Product: Chiller, Electro-Mechanical Starter (EM), Low Voltage, 261-510 FLA Quantity: 4 Coverage Level: Basic Services Provided 1 Operational 1 Comprehensive Customer Tag Manufacturer Model # Serial # ACDSC Chiller EM Starters Write-In N/A N/A Product: Air Handling Unit (AHU), Mixed Air, 15-30 HP Quantity: 2 Coverage Level: Basic Services Provided 1 Operational 1 Comprehensive Customer Tag Manufacturer Model # Serial # Air Handling Unit-1 Racan A4D-138/133-DI 701707-001-J034 Air Handling Unit-2 Racan A2D-138/148-DI 701707-002-J032 Product: Chiller, Air Cooled, Scroll, 101-140 Tons Quantity: 1 Coverage Level: Basic Services Provided 1 Operational 1 Comprehensive Customer Tag Manufacturer Model # Serial # Air Handling Unit-1, Chiller Unit Dunham-Bush ACDSC-100-6PO 2A62000078 Product: Boiler, Gas-Fired, High Efficiency, >10 HP Quantity: 3 Coverage Level: Basic Services Provided 1 Operational 1 Comprehensive Customer Tag Manufacturer Model # Serial # Boiler-1 Lochinvar Corporation Knight XL N/A Boiler-2 Lochinvar Corporation Knight XL N/A Boiler-3 Lochinvar Corporation Knight XL N/A Johnson Controls Planned Service Proposal Prepared for The City of Bozeman © 2026 Johnson Controls Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls. Page 12 of 57 BOZEMAN PUBLIC SAFETY CENTER 901 N ROUSE AVE BOZEMAN, MT 59715 Product: Roof Top Unit (RTU), Cooling/HW-Steam Heating, with Economizer, 25.5- 60 Tons Quantity: 1 Coverage Level: Basic Services Provided 1 Heating Comprehensive (with Economizer) 1 Cooling Comprehensive (with Economizer) Customer Tag Manufacturer Model # Serial # AHU-1 JCI_YORK GVC2L2B7HA2A60CD 234FF2DBG4H5G0 N2F1054162 Product: Roof Top Unit (RTU), Variable Frequency Drive (VFD), <15 HP Quantity: 1 Coverage Level: Basic Services Provided 1 Operational 1 Comprehensive Customer Tag Manufacturer Model # Serial # AHU-1 RAF VFD Write-In N/A N/A Product: Roof Top Unit (RTU), Variable Frequency Drive (VFD), 15-30 HP Quantity: 1 Coverage Level: Basic Services Provided 1 Operational 1 Comprehensive Customer Tag Manufacturer Model # Serial # AHU-1 SAF VFD Write-In N/A N/A Product: Air Handling Unit (AHU), Mixed Air, 15-30 HP Quantity: 2 Coverage Level: Basic Services Provided 1 Operational 1 Comprehensive Customer Tag Manufacturer Model # Serial # AHU-2 JCI_YORK XTI-084X102 ABJM XT0064 AHU-3 JCI_YORK XTI-090X108 ABJM XT0065 Johnson Controls Planned Service Proposal Prepared for The City of Bozeman © 2026 Johnson Controls Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls. Page 13 of 57 BOZEMAN PUBLIC SAFETY CENTER 901 N ROUSE AVE BOZEMAN, MT 59715 Product: Boiler, Gas-Fired, High Efficiency, >10 HP Quantity: 3 Coverage Level: Basic Services Provided 1 Operational 1 Comprehensive Customer Tag Manufacturer Model # Serial # BLR-1 Lochinvar Corporation FBD3001 2102 122688877 BLR-2 Lochinvar Corporation FBD3001 2102 122688878 BLR-3 Lochinvar Corporation FBD3001 2102 122688879 Product: Unit Heater, Electric, <300000 BTU Quantity: 15 Coverage Level: Basic Services Provided 1 Operational 1 Comprehensive Customer Tag Manufacturer Model # Serial # Cabinet Unit Heater-C304 Reznor EMC-3 N/A Cabinet Unit Heater-RR-120 Zehnder Rittling RFRC-420-02 N/A Cabinet Unit Heater-RR-120W Zehnder Rittling RFRC-420-02 N/A Cabinet Unit Heater-RR100M Zehnder Rittling RFRC-420-02 N/A Cabinet Unit Heater-RR100W Zehnder Rittling RFRC-420-02 N/A Cabinet Unit Heater-S1-102 Reznor EMC-3 N/A Cabinet Unit Heater-S2-106 Zehnder Rittling RFRC-420-02 N/A Cabinet Unit Heater-S3-126 Reznor EMC-3 N/A Cabinet Unit Heater-V105 Zehnder Rittling RFRC-420-02 N/A Cabinet Unit Heater-V110 Zehnder Rittling RFRC-420-02 N/A Cabinet Unit Heater-V142 Zehnder Rittling RFRC-420-02 N/A Cabinet Unit Heater-V146 Zehnder Rittling RFRC-420-02 307055817 Cabinet Unit Heater-V190 Zehnder Rittling RFRC-420-02 N/A HYDRONIC UNIT HEATER-1 Zehnder Rittling RH-86 N/A HYDRONIC UNIT HEATER-2 Zehnder Rittling RH-47 N/A Product: Chiller, Air Cooled, Scroll, 101-140 Tons Quantity: 1 Coverage Level: Basic Services Provided 1 Operational 1 Comprehensive Customer Tag Manufacturer Model # Serial # Chiller-1 Daikin AGZ140EDSEMNN0A STNU210900045 Johnson Controls Planned Service Proposal Prepared for The City of Bozeman © 2026 Johnson Controls Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls. Page 14 of 57 BOZEMAN PUBLIC SAFETY CENTER 901 N ROUSE AVE BOZEMAN, MT 59715 Product: Computer Room Unit, with Remote Condenser, <5 Tons Quantity: 5 Coverage Level: Basic Services Provided 1 Operational 1 Comprehensive Customer Tag Manufacturer Model # Serial # FC-1/CU-1 Stulz Air Technology Systems SCS-036-SAA 10321302 FC-2/CU-2 Stulz Air Technology Systems SCS-036-SAA 10321301 FC-3/CU-3 Stulz Air Technology Systems SCS-036-SAA 10321303 FC-4/CU-4 Stulz Air Technology Systems SCS-036-SAA 10321304 FC-6/CU-6 Stulz Air Technology Systems SCS-036-SAA 10321305 Product: Computer Room Unit, with Remote Condenser, 5-12.5 Tons Quantity: 2 Coverage Level: Basic Services Provided 1 Operational 1 Comprehensive Customer Tag Manufacturer Model # Serial # FC-5/CU-5 Stulz Air Technology Systems SCS-096-SAA 10321306 FC-7/CU-7 Stulz Air Technology Systems SCS-096-SAA 10321307 Product: Heater, Gas Infrared-All Quantity: 8 Coverage Level: Basic Services Provided 1 Operational 1 Comprehensive Customer Tag Manufacturer Model # Serial # INFARED HEATER-1 Robert Gordon INC CTH2V-60 N/A INFARED HEATER-2 Robert Gordon INC CTH2V-60 N/A INFARED HEATER-3 Robert Gordon INC CTH2V-60 N/A INFARED HEATER-4 Robert Gordon INC CTH2V-60 N/A INFARED HEATER-5 Robert Gordon INC CTH2V-60 N/A INFARED HEATER-6 Robert Gordon INC CTH2V-60 N/A INFARED HEATER-7 Robert Gordon INC CTH2V-60 N/A INFARED HEATER-8 Robert Gordon INC CTH2V-60 N/A Johnson Controls Planned Service Proposal Prepared for The City of Bozeman © 2026 Johnson Controls Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls. Page 15 of 57 STORY MILL COMMUNITY CENTER 600 BRIDGER DR BOZEMAN, MT 59715 Product: Roof Top Unit (RTU), Cooling/Gas Heating, with Economizer, 8-15 Tons Quantity: 3 Coverage Level: Basic Services Provided 1 Gas Heating Comprehensive (with Economizer) 1 Cooling Comprehensive (with Economizer) Customer Tag Manufacturer Model # Serial # Air Conditioning Unit-1 CaptiveAire A3-D.750-G18-MPU N/A Air Conditioning Unit-2 CaptiveAire A3-D.750-G18-MPU N/A Air Conditioning Unit-3 CaptiveAire A3-D.750-G18-MPU N/A Product: Boiler, Gas-Fired, High Efficiency, 0-10 HP Quantity: 1 Coverage Level: Basic Services Provided 1 Operational 1 Comprehensive Customer Tag Manufacturer Model # Serial # Boiler-1 Lochinvar Corporation KBN211 K10H10156405 Product: Terminal Product, Unit Ventilator, 1000-1500 CFM Quantity: 1 Coverage Level: Basic Services Provided 1 Operational 1 Comprehensive Customer Tag Manufacturer Model # Serial # Energy Recovery Ventilator-1 Aldes H1100A-Fi-EC-N H1100A-Fi-EC-N-N23022 Johnson Controls Planned Service Proposal Prepared for The City of Bozeman © 2026 Johnson Controls Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls. Page 16 of 57 BOZEMAN CITY HALL 121 N ROUSE AVE, BOZEMAN, MT 59715-3740 Product: Split System, Cooling Only, 7.5-15 Tons Quantity: 1 Coverage Level: Basic Services Provided 1 Cooling Comprehensive 1 Operational (Mid Season - Cooling Only) Customer Tag Manufacturer Model # Serial # Air Conditioning Unit-1 Write-In FSS202AVE E0854425730180 Product: Air Handling Unit (AHU), Mixed Air, 15-30 HP Quantity: 1 Coverage Level: Basic Services Provided 1 Operational 1 Comprehensive Customer Tag Manufacturer Model # Serial # Air Handling Unit-1 Trane RAVA-4006-RD J81B-14943 Product: Roof Top Unit (RTU), Cooling/Gas Heating, without Economizer, <8 Tons Quantity: 1 Coverage Level: Basic Services Provided 1 Cooling Comprehensive (without Economizer) 1 Gas Heating Comprehensive (without Economizer) Customer Tag Manufacturer Model # Serial # Air Handling Unit-2 JCI_YORK D3NP024N03606 N0B9601228 Product: Boiler, Gas-Fired, High Efficiency, >10 HP Quantity: 2 Coverage Level: Basic Services Provided 1 Operational 1 Comprehensive Customer Tag Manufacturer Model # Serial # Boiler-1 Lochinvar Corporation KBN500 E07H10031164 Boiler-2 Lochinvar Corporation KBN500 J07H10047666 Johnson Controls Planned Service Proposal Prepared for The City of Bozeman © 2026 Johnson Controls Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls. Page 17 of 57 BOZEMAN CITY HALL 121 N ROUSE AVE, BOZEMAN, MT 59715-3740 Product: Unit Heater, Gas Fired, 300000-600000 BTU Quantity: 1 Coverage Level: Basic Services Provided 1 Operational 1 Comprehensive Customer Tag Manufacturer Model # Serial # Unit Heater-1 Dunham-Bush N/A 801150566 Johnson Controls Planned Service Proposal Prepared for The City of Bozeman © 2026 Johnson Controls Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls. Page 18 of 57 ALFRED STIFF PROFESSIONAL BUILDING 20 E OLIVE ST, BOZEMAN, MT 59715-4790 Product: Split System, Cooling Only, <7.5 Tons Quantity: 2 Coverage Level: Basic Services Provided 1 Cooling Comprehensive 1 Operational (Mid Season - Cooling Only) Customer Tag Manufacturer Model # Serial # Air Conditioning Unit-1 Daikin RKS36LVJU E009981 Air Conditioning Unit-2 Daikin RKS36LVJU E009973 Product: Condensing Unit, Air Cooled, Scroll, 10-40 Tons Quantity: 1 Coverage Level: Basic Services Provided 1 Operational 1 Comprehensive Customer Tag Manufacturer Model # Serial # Air Handling Unit-1 Trane RAUJC25FB03000000000 C16G04793 Product: Roof Top Unit (RTU), Cooling Only, with Economizer, 15.5-25 Tons Quantity: 1 Coverage Level: Basic Services Provided 1 Operational (Mid Season - Cooling Only with Economizer) 1 Cooling Comprehensive (with Economizer) Customer Tag Manufacturer Model # Serial # Air Handling Unit-2 JCI_YORK DJ210C00L2CAA2 NOD5891374 Product: Boiler, Gas-Fired, Water Tube, <50HP Quantity: 2 Coverage Level: Basic Services Provided 1 Operational 1 Comprehensive Customer Tag Manufacturer Model # Serial # Boiler-1 Weil Mclain 588 N/A Boiler-2 Weil Mclain 588 N/A Johnson Controls Planned Service Proposal Prepared for The City of Bozeman © 2026 Johnson Controls Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls. Page 19 of 57 BOZEMAN SENIOR CENTER 807 N TRACY AVE BOZEMAN, MT 59715-2813 Product: Split System, Cooling with Gas Heat, <7.5 Tons Quantity: 2 Coverage Level: Basic Services Provided 1 Gas Heating Comprehensive 1 Cooling Comprehensive Customer Tag Manufacturer Model # Serial # Air Conditioning Unit-1 / Furnace-1 Ruud 13ATA60C01115 / G23Q2/3-75-1 W271522988 / 5893J- 62584 Air Handling Unit-3 / FC 3 Lennox Industries TUE120A960L3 / 2SCU13LCJ60T-3 3501NWH1G / 161SE23812 Product: Split System, Cooling with Gas Heat, 7.5-15 Tons Quantity: 1 Coverage Level: Basic Services Provided 1 Gas Heating Comprehensive 1 Cooling Comprehensive Customer Tag Manufacturer Model # Serial # Air Conditioning Unit-2 / Furnace-2 Trane TTA090D300AA / G23Q3-50-1 12212PH6YA / 5893H52157 Product: Air Handling Unit (AHU), Mixed Air, <15 HP Quantity: 2 Coverage Level: Basic Services Provided 1 Operational 1 Comprehensive Customer Tag Manufacturer Model # Serial # Air Handling Unit-1 Trane MCCA010GAP K97E61142 Air Handling Unit-5 Trane LPCAA06A1A0LAN000 0000ACAJA0100 T99M66201M Product: Split System, Cooling Only, 7.5-15 Tons Quantity: 1 Coverage Level: Basic Services Provided 1 Operational (Mid Season - Cooling Only) 1 Cooling Comprehensive Johnson Controls Planned Service Proposal Prepared for The City of Bozeman © 2026 Johnson Controls Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls. Page 20 of 57 BOZEMAN SENIOR CENTER 807 N TRACY AVE BOZEMAN, MT 59715-2813 Customer Tag Manufacturer Model # Serial # Air Handling Unit-2 / FC 2 Trane MCCA010GAP0ABB / TTA120C300GC K97E61181 / 8344574AD Product: Split System, Cooling Only, <7.5 Tons Quantity: 2 Coverage Level: Basic Services Provided 1 Operational (Mid Season - Cooling Only) 1 Cooling Comprehensive Customer Tag Manufacturer Model # Serial # Air Handling Unit-4 / FC 4 JCI_YORK 36CHX4-C / HYDB036S06A WKNM068880 FC 6 Lennox Industries HS26-036-24 5001F46494 Product: Boiler, Gas-Fired, High Efficiency, >10 HP Quantity: 1 Coverage Level: Basic Services Provided 1 Operational 1 Comprehensive Customer Tag Manufacturer Model # Serial # Boiler-1 Viessmann Mfg Company Inc CI-2 D15H00277396 Product: Boiler, Gas-Fired, Water Tube, <50HP Quantity: 1 Coverage Level: Basic Services Provided 1 Operational 1 Comprehensive Customer Tag Manufacturer Model # Serial # Boiler-2 Lochinvar Corporation PBN0502 D15H00277396 Johnson Controls Planned Service Proposal Prepared for The City of Bozeman © 2026 Johnson Controls Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls. Page 21 of 57 BOZEMAN FIRE STATION 2 OLD BLDG 410 S 19TH AVE, BOZEMAN, MT 59718 Product: Split System, Cooling with Gas Heat, <7.5 Tons Quantity: 2 Coverage Level: Basic Services Provided 1 Cooling Comprehensive 1 Gas Heating Comprehensive Customer Tag Manufacturer Model # Serial # Air Conditioning Unit-1 / Furnace-1 Trane 2TTR1030A1000AA / TDD080C936F2 N/A Air Conditioning Unit-2 / Furnace-2 Trane 2TTR1030A1000AA / TDD080C936F0 N/A Product: Unit Heater, Gas Fired, 300000-600000 BTU Quantity: 2 Coverage Level: Basic Services Provided 1 Operational 1 Comprehensive Customer Tag Manufacturer Model # Serial # Unit Heater-1 Write-In N/A N/A Unit Heater-2 Write-In N/A N/A Johnson Controls Planned Service Proposal Prepared for The City of Bozeman © 2026 Johnson Controls Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls. Page 22 of 57 BOZEMAN SHOPS COMPLEX 814 N BOZEMAN AVE BOZEMAN, MT 59715 Product: Split System, Cooling with Gas Heat, <7.5 Tons Quantity: 3 Coverage Level: Basic Services Provided 1 Gas Heating Comprehensive 1 Cooling Comprehensive Customer Tag Manufacturer Model # Serial # Air Conditioning Unit-1 / Furnace-1 Lennox Industries HS29-018- 1P/EL195DF090P60C- 01 N/A Air Conditioning Unit-2 / Furnace-2 Lennox Industries 12ACDN042-230- 17/EL195DF110P60 N/A Air Conditioning Unit-3 / Furnace-3 Lennox Industries HS29-036-1P/EL195DF110P60C- 01 N/A Product: Split System, Cooling Only, 7.5-15 Tons Quantity: 1 Coverage Level: Basic Services Provided 1 Operational (Mid Season - Cooling Only) 1 Cooling Comprehensive Customer Tag Manufacturer Model # Serial # Air Conditioning Unit-4 Write-In N/A N/A Product: Furnace, All Quantity: 2 Coverage Level: Basic Services Provided 1 Operational 1 Comprehensive Customer Tag Manufacturer Model # Serial # Furnace-1 Lennox Industries G61MPV-60C-111-12 5911D21642 Furnace-2 Lennox Industries ML193UH090XP48C 5912B21446 Product: Unit Heater, Gas Fired, 300000-600000 BTU Quantity: 12 Coverage Level: Basic Services Provided 1 Operational 1 Comprehensive Johnson Controls Planned Service Proposal Prepared for The City of Bozeman © 2026 Johnson Controls Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls. Page 23 of 57 BOZEMAN SHOPS COMPLEX 814 N BOZEMAN AVE BOZEMAN, MT 59715 Customer Tag Manufacturer Model # Serial # Unit Heater-1 Write-In N/A N/A Unit Heater-2 Write-In N/A N/A Unit Heater-3 Write-In N/A N/A Unit Heater-4 Write-In N/A N/A Unit Heater-5 Write-In N/A N/A Johnson Controls Planned Service Proposal Prepared for The City of Bozeman © 2026 Johnson Controls Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls. Page 24 of 57 BRIDGER PARKING GARAGE 26 E MENDENHALL ST, BOZEMAN, MT 59715-3631 Product: Roof Top Unit (RTU), Cooling/Gas Heating, without Economizer, <8 Tons Quantity: 1 Coverage Level: Basic Services Provided 1 Gas Heating Comprehensive (without Economizer) 1 Cooling Comprehensive (without Economizer) Customer Tag Manufacturer Model # Serial # Air Handling Unit-10 JCI_YORK D3NP024N03606B N0H8167281 Johnson Controls Planned Service Proposal Prepared for The City of Bozeman © 2026 Johnson Controls Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls. Page 25 of 57 BOZEMAN FIRE STATION 2 575 W KAGY BLVD BOZEMAN, MT 59715 Product: Boiler, Electric, Water Tube, <50 HP Quantity: 1 Coverage Level: Basic Services Provided 1 Operational 1 Comprehensive Customer Tag Manufacturer Model # Serial # BLR-1 Write-In EB-NB-260-480 35032 Product: Boiler, Gas-Fired, High Efficiency, >10 HP Quantity: 1 Coverage Level: Basic Services Provided 1 Operational 1 Comprehensive Customer Tag Manufacturer Model # Serial # BLR-2 Lochinvar Corporation FTX850N 2242 131315487 Product: Air Handling Unit (AHU), 100% Outside Air, 15-30 HP Quantity: 1 Coverage Level: Basic Services Provided 1 Operational 1 Comprehensive Customer Tag Manufacturer Model # Serial # DOAS-1 Write-In C40IN-BP N/A Product: Condenser, Air Cooled, 41-60 Tons Quantity: 1 Coverage Level: Basic Services Provided 1 Operational 1 Comprehensive Customer Tag Manufacturer Model # Serial # Dry Cooler-1 Write-In GFW 090.2D03/6SA- E255U/14P.M 10000/12389 / 000010 Johnson Controls Planned Service Proposal Prepared for The City of Bozeman © 2026 Johnson Controls Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls. Page 26 of 57 BOZEMAN FIRE STATION 2 575 W KAGY BLVD BOZEMAN, MT 59715 Product: Heat Pump, Water Cooled, 5.5-10 Tons Quantity: 1 Coverage Level: Basic Services Provided 1 Heating Comprehensive 1 Cooling Comprehensive Customer Tag Manufacturer Model # Serial # Heat Pump Water Heater-1 Lochinvar Corporation WHP125 NHP232030 Product: Variable Refrigerant Flow (VRF), Outdoor Unit, Heat Pump, 10.0 - 16.0 Ton Quantity: 2 Coverage Level: Basic Services Provided 1 Operational 1 Comprehensive Customer Tag Manufacturer Model # Serial # VRF Unit-1 Daikin RWEQ120TATJA 1200357 VRF Unit-2 Daikin RWEQ120TATJA 1200374 Johnson Controls Planned Service Proposal Prepared for The City of Bozeman © 2026 Johnson Controls Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls. Page 27 of 57 BOZEMAN VEHICLE MAINTENANCE FACILITY 1812 N ROUSE AVE, BOZEMAN, MT 59715-2429 Product: Boiler, Gas-Fired, High Efficiency, >10 HP Quantity: 1 Coverage Level: Basic Services Provided 1 Operational 1 Comprehensive Customer Tag Manufacturer Model # Serial # Boiler-1 Lochinvar Corporation Knight XL MTMTB27196 Product: Boiler, Oil-Fired, Fire Tube, 51-150 HP Quantity: 1 Coverage Level: Basic Services Provided 1 Operational 1 Comprehensive Customer Tag Manufacturer Model # Serial # Boiler-2, Waste Oil Write-In N/A MTB27196 Product: Heat Pump, Air Cooled, 0-5 Tons Quantity: 2 Coverage Level: Basic Services Provided 1 Heating Comprehensive 1 Cooling Comprehensive Customer Tag Manufacturer Model # Serial # Furnace-1 / Air Conditioning Unit-1 JCI_YORK YP9C100C16MP12CA / YZH04811CA W1C0629468 Furnace-2 / Air Conditioning Unit-2 JCI_YORK YP9C100C16MP12CA / YZH04811CA W1D0778988 Product: Unit Heater, Gas Fired, 300000-600000 BTU Quantity: 4 Coverage Level: Basic Services Provided 1 Operational 1 Comprehensive Customer Tag Manufacturer Model # Serial # Unit Heater-4, Gas Write-In N/A N/A Unit Heater-5, Gas Write-In N/A N/A Unit Heater-6, Gas Write-In N/A N/A Unit Heater-7, Gas Write-In N/A N/A Johnson Controls Planned Service Proposal Prepared for The City of Bozeman © 2026 Johnson Controls Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls. Page 28 of 57 BOZEMAN FIRE STATION 3 1705 VAQUERO PKWY, BOZEMAN, MT 59718-7380 Product: Boiler, Gas-Fired, High Efficiency, 0-10 HP Quantity: 1 Coverage Level: Basic Services Provided 1 Operational 1 Comprehensive Customer Tag Manufacturer Model # Serial # Boiler-1 Weil Mclain Ultra 230 N/A Johnson Controls Planned Service Proposal Prepared for The City of Bozeman © 2026 Johnson Controls Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls. Page 29 of 57 BOZEMAN STORY MANSION 811 S WILLSON AVE, BOZEMAN, MT 59715-5242 Product: Boiler, Gas-Fired, High Efficiency, 0-10 HP Quantity: 2 Coverage Level: Basic Services Provided 1 Operational 1 Comprehensive Customer Tag Manufacturer Model # Serial # Boiler-1 Lochinvar Corporation WBN210 B09H10098336 Boiler-2 Lochinvar Corporation WBN210 B09H10098335 Product: Terminal Product, Unit Ventilator, >1500 CFM Quantity: 1 Coverage Level: Basic Services Provided 1 Operational 1 Comprehensive Customer Tag Manufacturer Model # Serial # Energy Recovery Ventilator-1 Renewaire HE2XIN C092323C Product: Unit Heater, Electric, <300000 BTU Quantity: 10 Coverage Level: Basic Services Provided 1 Operational 1 Comprehensive Customer Tag Manufacturer Model # Serial # Unit Heater-1 Modine HSB47501 39101009-0146 Unit Heater-10 Modine HSB47501 39014907-7491 Unit Heater-2 Modine HSB47501 39101009-0134 Unit Heater-3 Modine HSB47501 39101009-0136 Unit Heater-4 Modine HSB47501 39101009-0143 Unit Heater-5 Modine HSB47501 39100407-0306 Unit Heater-6 Modine HSB47501 39100909-9757 Unit Heater-7 Modine HSB47501 39101009-0140 Unit Heater-8 Modine HSB47501 39012908-8342 Unit Heater-9 Modine HSB47501 39012808-8092 Johnson Controls Planned Service Proposal Prepared for The City of Bozeman © 2026 Johnson Controls Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls. Page 30 of 57 BEALL RECREATION CENTER 415 N BOZEMAN AVE BOZEMAN, MT 59715 Product: Furnace, All Quantity: 1 Coverage Level: Basic Services Provided 1 Operational 1 Comprehensive Customer Tag Manufacturer Model # Serial # Furnace-1 Trane TVHMD120ACV5VBA 143003LNJ7G Johnson Controls Planned Service Proposal Prepared for The City of Bozeman © 2026 Johnson Controls Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls. Page 31 of 57 Equipment tasking Air Handling Unit (AHU), 100% Outside Air, 15-30 HP Comprehensive All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Visually inspect damper(s) Check condition of pulleys and belts Check for proper fan operation Check condition of coils Check condition of filters Record temperatures and pressures (if applicable) Check for unusual noise and vibration Check for deterioration of gaskets and seals Check overall condition of unit Visually inspect for fluid leaks of coils and connecting piping Check starter/contactor Check and tighten electrical connections Check damper operation and lubricate as required Visually check control valve(s) Lubricate blower and motor bearings Clean condensate pan and clear drain line Check condition of blower assembly Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Operational All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Inspect motor mounting isolators Check for integrity of cabinet hardware Visually inspect damper(s) Verify damper operation Check condition of pulleys and belts Check for proper fan operation Check condition of coils Check condition of filters Record temperatures and pressures (if applicable) Check condensate drain Visually inspect electrical connections Check for unusual noise and vibration Check overall condition of unit Visually inspect for fluid leaks of coils and connecting piping Document tasks performed during visit and report any observations to appropriate customer representative Air Handling Unit (AHU), Mixed Air, 15-30 HP Comprehensive All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Visually inspect damper(s) Check condition of pulleys and belts Johnson Controls Planned Service Proposal Prepared for The City of Bozeman © 2026 Johnson Controls Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls. Page 32 of 57 Check for proper fan operation Check condition of coils Check condition of filters Record temperatures and pressures (if applicable) Check for unusual noise and vibration Check for deterioration of gaskets and seals Check overall condition of unit Visually inspect for fluid leaks of coils and connecting piping Check starter/contactor Check and tighten electrical connections Check damper operation and lubricate as required Visually check control valve(s) Lubricate blower and motor bearings Clean condensate pan and clear drain line Check condition of blower assembly Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Operational All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Inspect motor mounting isolators Check for integrity of cabinet hardware Visually inspect damper(s) Verify damper operation Check condition of pulleys and belts Check for proper fan operation Check condition of coils Check condition of filters Record temperatures and pressures (if applicable) Check condensate drain Visually inspect electrical connections Check for unusual noise and vibration Check overall condition of unit Visually inspect for fluid leaks of coils and connecting piping Document tasks performed during visit and report any observations to appropriate customer representative Air Handling Unit (AHU), Mixed Air, <15 HP Comprehensive All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Visually inspect damper(s) Check condition of pulleys and belts Check for proper fan operation Check condition of coils Check condition of filters Record temperatures and pressures (if applicable) Check for unusual noise and vibration Check for deterioration of gaskets and seals Check overall condition of unit Visually inspect for fluid leaks of coils and connecting piping Check starter/contactor Check and tighten electrical connections Check damper operation and lubricate as required Visually check control valve(s) Johnson Controls Planned Service Proposal Prepared for The City of Bozeman © 2026 Johnson Controls Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls. Page 33 of 57 Lubricate blower and motor bearings Clean condensate pan and clear drain line Check condition of blower assembly Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Operational All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Inspect motor mounting isolators Check for integrity of cabinet hardware Visually inspect damper(s) Verify damper operation Check condition of pulleys and belts Check for proper fan operation Check condition of coils Check condition of filters Record temperatures and pressures (if applicable) Check condensate drain Visually inspect electrical connections Check for unusual noise and vibration Check overall condition of unit Visually inspect for fluid leaks of coils and connecting piping Document tasks performed during visit and report any observations to appropriate customer representative Boiler, Electric, Water Tube, <50 HP Operational All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Blow down boiler Check for proper operation of electric heaters Visually inspect electrical components for signs of over heating Check boiler relief valves for leakage Verify proper operation of low water cut-out control Check hot water/steam temperature and pressure Check proper operation of make-up water valv Check overall condition of unit Document tasks performed during visit and report any observations to appropriate customer representative Comprehensive All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Visually inspect electrical components for signs of over heating Check and tighten electrical connections Lift relief valve to ensure proper operation Check boiler relief valves for leakage Drain boiler, open hand hole covers and clean as needed (if applicable) Disassemble and clean low water cut-out Fill boiler and check for proper operation of make-up water valve Verify proper operation of low water cut-out control Check contactor(s) Check operating controls Check all safety controls Johnson Controls Planned Service Proposal Prepared for The City of Bozeman © 2026 Johnson Controls Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls. Page 34 of 57 Check overall condition of unit Record and log all operating parameters (including pressures and temperatures) Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Boiler, Gas-Fired, High Efficiency, 0-10 HP Operational All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Blow down boiler Inspect condensate piping , trap and drain Check for proper operation of low and high gas pressure cut-out switches Check factory supplied gas piping and components for leakage Check burner for proper sequence of operation Check flame quality Visually inspect combustion chamber, draft diverter and flue for accumulation of soot Check boiler relief valves for leakage Verify proper operation of low water cut-out control Check combustion blower motor operation Check hot water/steam temperature and pressure Check proper operation of make-up water valv Check overall condition of unit Document tasks performed during visit and report any observations to appropriate customer representative Comprehensive All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Inspect burner contactors for wear Check and tighten electrical connections Check for proper gas supply pressure Check and clean pilot assembly Clean combustion fan wheel Visually inspect combustion chamber, draft diverter and flue for accumulation of soot - clean as needed Check burner for proper sequence of operation Check operating controls Check all safety controls Inspect condensate piping , trap and drain Lift relief valve to ensure proper operation Check boiler relief valves for leakage Check combustion blower motor operation and lubricate as needed Check factory supplied gas piping and components for leakage Drain boiler, open hand hole covers and clean as needed (if applicable) Disassemble and clean low water cut-out Fill boiler and check for proper operation of make-up water valve Verify proper operation of low water cut-out control Check overall condition of unit Record and log all operating parameters (including pressures and temperatures) Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Johnson Controls Planned Service Proposal Prepared for The City of Bozeman © 2026 Johnson Controls Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls. Page 35 of 57 Boiler, Gas-Fired, High Efficiency, >10 HP Operational All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Blow down boiler Inspect condensate piping , trap and drain Check for proper operation of low and high gas pressure cut-out switches Check factory supplied gas piping and components for leakage Check burner for proper sequence of operation Check flame quality Visually inspect combustion chamber, draft diverter and flue for accumulation of soot Check boiler relief valves for leakage Verify proper operation of low water cut-out control Check combustion blower motor operation Check hot water/steam temperature and pressure Check proper operation of make-up water valv Check overall condition of unit Document tasks performed during visit and report any observations to appropriate customer representative Comprehensive All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Inspect burner contactors for wear Check and tighten electrical connections Check for proper gas supply pressure Check and clean pilot assembly Clean combustion fan wheel Visually inspect combustion chamber, draft diverter and flue for accumulation of soot - clean as needed Check burner for proper sequence of operation Check operating controls Check all safety controls Inspect condensate piping , trap and drain Lift relief valve to ensure proper operation Check boiler relief valves for leakage Check combustion blower motor operation and lubricate as needed Check factory supplied gas piping and components for leakage Drain boiler, open hand hole covers and clean as needed (if applicable) Disassemble and clean low water cut-out Fill boiler and check for proper operation of make-up water valve Verify proper operation of low water cut-out control Check overall condition of unit Record and log all operating parameters (including pressures and temperatures) Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Boiler, Gas-Fired, Water Tube, <50HP Operational All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Johnson Controls Planned Service Proposal Prepared for The City of Bozeman © 2026 Johnson Controls Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls. Page 36 of 57 Blow down boiler Check for proper operation of low and high gas pressure cut-out switches Check factory supplied gas piping and components for leakage Check burner for proper sequence of operation Check flame quality Visually inspect combustion chamber, draft diverter and flue for accumulation of soot Check boiler relief valves for leakage Verify proper operation of low water cut-out control Check combustion blower motor operation Check hot water/steam temperature and pressure Check proper operation of make-up water valv Check overall condition of unit Document tasks performed during visit and report any observations to appropriate customer representative Comprehensive All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Inspect burner contactors for wear Check and tighten electrical connections Check for proper gas supply pressure Check and clean pilot assembly Clean combustion fan wheel Visually inspect combustion chamber, draft diverter and flue for accumulation of soot - clean as needed Check burner for proper sequence of operation Check operating controls Check all safety controls Lift relief valve to ensure proper operation Check boiler relief valves for leakage Check combustion blower motor operation and lubricate as needed Check factory supplied gas piping and components for leakage Drain boiler, open hand hole covers and clean as needed (if applicable) Disassemble and clean low water cut-out Fill boiler and check for proper operation of make-up water valve Verify proper operation of low water cut-out control Check overall condition of unit Record and log all operating parameters (including pressures and temperatures) Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Boiler, Oil-Fired, Fire Tube, 51-150 HP Operational All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Blow down boiler Check oil pump for proper operation Check factory supplied oil piping and components for leakage Check burner for proper sequence of operation Check flame quality Visually inspect combustion chamber, draft diverter and flue for accumulation of soot Check boiler relief valves for leakage Verify proper operation of low water cut-out control Johnson Controls Planned Service Proposal Prepared for The City of Bozeman © 2026 Johnson Controls Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls. Page 37 of 57 Check combustion blower motor operation Check for proper operation of oil preheaters (if applicable) Check hot water/steam temperature and pressure Check proper operation of make-up water valv Check overall condition of unit Document tasks performed during visit and report any observations to appropriate customer representative Comprehensive All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Inspect burner/oil pump contactors for wear Check and tighten electrical connections Check oil pump for proper operation Check and clean pilot assembly Clean combustion fan wheel Visually inspect combustion chamber, draft diverter and flue for accumulation of soot - clean as needed Check burner for proper sequence of operation Check operating controls Check all safety controls Lift relief valve to ensure proper operation Check boiler relief valves for leakage Check combustion blower motor operation and lubricate as needed Check for proper operation of oil preheaters (if applicable) Check factory supplied oil piping and components for leakage Drain boiler, open hand hole covers and clean as needed (if applicable) Disassemble and clean low water cut-out Fill boiler and check for proper operation of make-up water valve Verify proper operation of low water cut-out control Check overall condition of unit Record and log all operating parameters (including pressures and temperatures) Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Chiller, Air Cooled, Scroll, 101-140 Tons Operational All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Review control panel for proper operation and recorded fault histories Check for proper chilled water flow Check system pressures and temperatures Check refrigerant charge (sight glass) Check for proper capacity control operation Check for proper crank case heater operation (if applicable) Check for visual signs of refrigerant/oil leak(s) Check for unusual noise and vibration Check for proper condenser fan operation For YK, YMC2, YZ, YD, YVAA, YMAA, and YS - Review the Proactive Parts Replacement Tool for components that may be in need of or recommended for proactive replacement. Check overall condition of unit Record and log all operating parameters Document tasks performed during visit and report any observations to appropriate customer representative Johnson Controls Planned Service Proposal Prepared for The City of Bozeman © 2026 Johnson Controls Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls. Page 38 of 57 Comprehensive All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Review control panel for proper operation and recorded fault histories Check for visual signs of refrigerant/oil leak(s) Conduct refrigerant leak check Check for proper crank case heater operation (if applicable) Perform lock-out and tag-out procedure Inspect condenser fan and compressor contactors for wear Check and tighten electrical connections Perform preventative procedures to flow proving devices Check for unusual noise and vibration For YK, YMC2, YZ, YD, YVAA, YMAA, and YS - Review the Proactive Parts Replacement Tool for components that may be in need of or recommended for proactive replacement. Check overall condition of unit Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Chiller, Electro-Mechanical Starter (EM), Low Voltage, 261-510 FLA Comprehensive All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Check for proper EM operation Measure and record operating amperages and voltages if appropriate instrumentation is present Perform low voltage lock-out and tag-out procedure Inspect starter contacts for signs of wear Inspect filters, clean and/or replace as required Meg compressor motor Check and tighten electrical connections Check for heat damage Clean inside the EM cabinet Check overall condition of unit Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Operational All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Measure and record operating amperages and voltages if appropriate instrumentation is present Check for proper fan operation (if applicable) Inspect filters, clean and/or replace as required Check overall condition of unit Document tasks performed during visit and report any observations to appropriate customer representative Computer Room Unit, with Remote Condenser, 5-12.5 Tons Operational All work must be performed in accordance with Johnson Controls safety Johnson Controls Planned Service Proposal Prepared for The City of Bozeman © 2026 Johnson Controls Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls. Page 39 of 57 policies Check with appropriate customer representative for operational deficiencies Review control panel for proper operation and recorded fault histories Check for proper humidifier operation Check humidifier pan for signs of debris Check water make-up valve for leaks Check blower motor operation Check condition of pulley and belts Check condenser fan motors and blades Check the dry cooler or condenser coil for debris Visually check for glycol leaks (if applicable) Check condition of evaporator coil Check condition of filters Check condensate drain Check for visual signs of refrigerant/oil leak(s) Visually inspect electrical components for signs of over heating Check for unusual noise and vibration Check overall condition of unit Document tasks performed during visit and report any observations to appropriate customer representative Comprehensive All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Check for proper humidifier operation Check humidifier pan for signs of debris Clean humidifier pan (if applicable) Replace humidifier canister or quartz bulbs (customer provided) Conduct refrigerant leak check Lubricate blower and motor bearings Check and tighten electrical connections Check contactor(s) Check operating controls Check water make-up valve for leaks Check blower motor operation Check condition and alignment of pulley and belts Check condition of evaporator coil Check condition of dry cooler or condenser coil Check condition of filters Clean condensate pan and clear drain line Check operation of reheat function Visually check for glycol leaks (if applicable) Check for unusual noise and vibration Check overall condition of unit Record and log all operating parameters Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Computer Room Unit, with Remote Condenser, <5 Tons Operational All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Review control panel for proper operation and recorded fault histories Check for proper humidifier operation Check humidifier pan for signs of debris Check water make-up valve for leaks Johnson Controls Planned Service Proposal Prepared for The City of Bozeman © 2026 Johnson Controls Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls. Page 40 of 57 Check blower motor operation Check condition of pulley and belts Check condenser fan motors and blades Check the dry cooler or condenser coil for debris Visually check for glycol leaks (if applicable) Check condition of evaporator coil Check condition of filters Check condensate drain Check for visual signs of refrigerant/oil leak(s) Visually inspect electrical components for signs of over heating Check for unusual noise and vibration Check overall condition of unit Document tasks performed during visit and report any observations to appropriate customer representative Comprehensive All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Check for proper humidifier operation Check humidifier pan for signs of debris Clean humidifier pan (if applicable) Replace humidifier canister or quartz bulbs (customer provided) Conduct refrigerant leak check Lubricate blower and motor bearings Check and tighten electrical connections Check contactor(s) Check operating controls Check water make-up valve for leaks Check blower motor operation Check condition and alignment of pulley and belts Check condition of evaporator coil Check condition of dry cooler or condenser coil Check condition of filters Clean condensate pan and clear drain line Check operation of reheat function Visually check for glycol leaks (if applicable) Check for unusual noise and vibration Check overall condition of unit Record and log all operating parameters Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Condenser, Air Cooled, 41-60 Tons Operational All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Check condition of condenser coil Visually inspect electrical connections Check condenser fan components Check for visual signs of refrigerant/oil leak(s) Check for unusual noise and vibration Check overall condition of unit Document tasks performed during visit and report any observations to appropriate customer representative Johnson Controls Planned Service Proposal Prepared for The City of Bozeman © 2026 Johnson Controls Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls. Page 41 of 57 Comprehensive All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Check and tighten electrical connections Check contactor(s) Check condition of condenser coil Check for visual signs of refrigerant/oil leak(s) Check condenser fan components and lubricate as required Check for unusual noise and vibration Check overall condition of unit Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Condensing Unit, Air Cooled, Scroll, 10-40 Tons Operational All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Review control panel for proper operation and recorded fault histories Check refrigerant charge (sight glass) Check for proper crank case heater operation (if applicable) Check for visual signs of refrigerant/oil leak(s) Check for proper condenser fan operation Check for unusual noise and vibration Check overall condition of unit Record and log all operating parameters Document tasks performed during visit and report any observations to appropriate customer representative Comprehensive All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Review control panel for proper operation and recorded fault histories Check for visual signs of refrigerant/oil leak(s) Conduct refrigerant leak check Check for proper crank case heater operation (if applicable) Perform lock-out and tag-out procedure Inspect condenser fan and compressor contactors for wear Check and tighten electrical connections Check for unusual noise and vibration Check overall condition of unit Record and log all operating parameters Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Furnace, All Comprehensive Check with appropriate customer representative for operational deficiencies Cycle thermostat and check for proper operation Check fan operation Check for unusual noise or vibration Check condition and operation of electric heat coil (if applicable) Check condition of heat exchanger and flue (if applicable) Check operation of gas power vents (if applicable) Johnson Controls Planned Service Proposal Prepared for The City of Bozeman © 2026 Johnson Controls Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls. Page 42 of 57 Inspect, clean and test operation of gas train valves, pilot/igniter assemblies and burner (if applicable) Check gas piping for leaks (if applicable) Clean area around equipment Complete any required maintenance checklists, report observations to appropriate customer representative Operational Check with appropriate customer representative for operational deficiencies Cycle thermostat and check for proper operation Check fan operation Check for unusual noise or vibration Clean area around equipment Complete any required maintenance checklists, report observations to appropriate customer representative Heat Pump, Air Cooled, 0-5 Tons Cooling Comprehensive All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Review control panel for proper operation and recorded fault histories (if applicable) Check and tighten electrical connections Check contactor(s) Check condition of condenser coil Check condition of evaporator coil Check condenser fan motors and blades Check blower motor operation Lubricate blower and motor bearings Check condition and alignment of pulley and belts Check condition of filters Clean condensate pan and clear drain line Check for visual signs of refrigerant/oil leak(s) Check for unusual noise and vibration Record and log all operating parameters Check overall condition of unit Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Heating Comprehensive All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Review control panel for proper operation and recorded fault histories (if applicable) Check operation of heating mode Check and tighten electrical connections Check contactor(s) Check condition of condenser coil Check condition of evaporator coil Check condenser fan motors and blades Check blower motor operation Lubricate blower and motor bearings Check condition and alignment of pulley and belts Check condition of filters Check for visual signs of refrigerant/oil leak(s) Check for unusual noise and vibration Johnson Controls Planned Service Proposal Prepared for The City of Bozeman © 2026 Johnson Controls Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls. Page 43 of 57 Record and log all operating parameters Check overall condition of unit Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Heat Pump, Water Cooled, 5.5-10 Tons Cooling Comprehensive All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Review control panel for proper operation and recorded fault histories (if applicable) Check and tighten electrical connections Check contactor(s) Check condition of evaporator coil Check for proper condenser water flow Check blower motor operation Lubricate blower and motor bearings Check condition and alignment of pulley and belts Check condition of filters Clean condensate pan and clear drain line Check for visual signs of refrigerant/oil leak(s) Check for unusual noise and vibration Record and log all operating parameters Check overall condition of unit Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Heating Comprehensive All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Review control panel for proper operation and recorded fault histories (if applicable) Check operation of heating mode Check for proper condenser water flow Check and tighten electrical connections Check contactor(s) Check condition of evaporator coil Check blower motor operation Lubricate blower and motor bearings Check condition and alignment of pulley and belts Check condition of filters Check for visual signs of refrigerant/oil leak(s) Check for unusual noise and vibration Record and log all operating parameters Check overall condition of unit Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Heater, Gas Infrared-All Comprehensive Check with appropriate customer representative for operational deficiencies Check operating and safety controls, adjust as needed Johnson Controls Planned Service Proposal Prepared for The City of Bozeman © 2026 Johnson Controls Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls. Page 44 of 57 Clean pilot assembly, including electrode spark gap, orifice, and ignition wire Check and tighten electrical connections Inspect for leaks and report Check alignment of thermo-sensor bulb Check and clean pilot sight glass Clean area around equipment Complete any required maintenance checklists, report observations to appropriate customer representative Operational Check with appropriate customer representative for operational deficiencies Check operating and safety controls, adjust as needed Clean pilot assembly, including electrode spark gap, orifice, and ignition wire Check and tighten electrical connections Inspect for leaks and report Check alignment of thermo-sensor bulb Check and clean pilot sight glass Clean area around equipment Complete any required maintenance checklists, report observations to appropriate customer representative Roof Top Unit (RTU), Cooling Only, with Economizer, 15.5-25 Tons Cooling Comprehensive (with Economizer) All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Review control panel for proper operation and recorded fault histories (if applicable) Check and tighten electrical connections Check VFD operation and clean cooling fan intake (if applicable) Check contactor(s) Check condition of condenser coil Check condition of evaporator coil Check condenser fan motors and blades Check blower motor operation Lubricate blower and motor bearings Check economizer operation Lubricate and adjust economizer damper linkages Verify proper operation of exhaust motor (if applicable) Check condition and alignment of pulley and belts Check condition of filters Clean condensate pan and clear drain line Check for visual signs of refrigerant/oil leak(s) Check for unusual noise and vibration Record and log all operating parameters Check overall condition of unit Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Operational (Mid Season - Cooling Only with Economizer) All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Review control panel for proper operation and recorded fault histories (if applicable) Check condition of condenser coil Check condition of evaporator coil Check condenser fan motors and blades Johnson Controls Planned Service Proposal Prepared for The City of Bozeman © 2026 Johnson Controls Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls. Page 45 of 57 Check blower motor operation Check economizer operation Check condition of pulley and belts Check condition of filters Check condensate drain Check for visual signs of refrigerant/oil leak(s) Visually inspect electrical connections Check for unusual noise and vibration Check overall condition of unit Document tasks performed during visit and report any observations to appropriate customer representative Roof Top Unit (RTU), Cooling/Gas Heating, with Economizer, 8-15 Tons Cooling Comprehensive (with Economizer) All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Review control panel for proper operation and recorded fault histories (if applicable) Check and tighten electrical connections Check VFD operation and clean cooling fan intake (if applicable) Check contactor(s) Check condition of condenser coil Check condition of evaporator coil Check condenser fan motors and blades Check blower motor operation Lubricate blower and motor bearings Check economizer operation Lubricate and adjust economizer damper linkages Verify proper operation of exhaust motor (if applicable) Check condition and alignment of pulley and belts Check condition of filters Clean condensate pan and clear drain line Check for visual signs of refrigerant/oil leak(s) Check for unusual noise and vibration Record and log all operating parameters Check overall condition of unit Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Gas Heating Comprehensive (with Economizer) All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Check and tighten electrical connections Check contactor(s) Check combustion blower motor operation Check igniter and pilot operation Check condition of heat exchanger Check condition of burners and clean as required in place Check for proper venting Check for leaks on gas line (within cabinet) Check condition of pulley and belts Check economizer operation Lubricate and adjust economizer damper linkages Verify proper operation of exhaust motor (if applicable) Check condition of filters Check for unusual noise and vibration Johnson Controls Planned Service Proposal Prepared for The City of Bozeman © 2026 Johnson Controls Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls. Page 46 of 57 Check overall condition of unit Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Roof Top Unit (RTU), Cooling/Gas Heating, without Economizer, <8 Tons Cooling Comprehensive (without Economizer) All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Review control panel for proper operation and recorded fault histories (if applicable) Check and tighten electrical connections Check VFD operation and clean cooling fan intake (if applicable) Check contactor(s) Check condition of condenser coil Check condition of evaporator coil Check condenser fan motors and blades Check blower motor operation Lubricate blower and motor bearings Check condition and alignment of pulley and belts Check condition of filters Clean condensate pan and clear drain line Check for visual signs of refrigerant/oil leak(s) Check for unusual noise and vibration Record and log all operating parameters Check overall condition of unit Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Gas Heating Comprehensive (without Economizer) All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Check and tighten electrical connections Check contactor(s) Check combustion blower motor operation Check igniter and pilot operation Check condition of heat exchanger Check condition of burners and clean as required in place Check for proper venting Check for leaks on gas line (within cabinet) Check condition of pulley and belts Check condition of filters Check for unusual noise and vibration Check overall condition of unit Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Roof Top Unit (RTU), Cooling/HW-Steam Heating, with Economizer, 25.5- 60 Tons Cooling Comprehensive (with Economizer) All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Johnson Controls Planned Service Proposal Prepared for The City of Bozeman © 2026 Johnson Controls Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls. Page 47 of 57 Review control panel for proper operation and recorded fault histories (if applicable) Check and tighten electrical connections Check VFD operation and clean cooling fan intake (if applicable) Check contactor(s) Check condition of condenser coil Check condition of evaporator coil Check condenser fan motors and blades Check blower motor operation Lubricate blower and motor bearings Check economizer operation Lubricate and adjust economizer damper linkages Verify proper operation of exhaust motor (if applicable) Check condition and alignment of pulley and belts Check condition of filters Clean condensate pan and clear drain line Check for visual signs of refrigerant/oil leak(s) Check for unusual noise and vibration Record and log all operating parameters Check overall condition of unit Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Heating Comprehensive (with Economizer) All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Check and tighten electrical connections Check contactor(s) Check blower motor operation Check condition of pulley and belts Check economizer operation Lubricate and adjust economizer damper linkages Verify proper operation of exhaust motor (if applicable) Check for proper operation of steam or hot water valve Check condition of filters Check for unusual noise and vibration Check overall condition of unit Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Roof Top Unit (RTU), Variable Frequency Drive (VFD), 15-30 HP Comprehensive All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Check and tighten electrical connections Check for heat damage Review event log (if applicable) Ramp drive up and down, and check for proper operation (if possible) Check buss voltage, output voltage and motor current at multiple speed points Check condition of air filter and clean or replace as needed Verify proper operation of cooling fans and clean as needed Check for unusual noise or vibration Check overall condition of unit Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to Johnson Controls Planned Service Proposal Prepared for The City of Bozeman © 2026 Johnson Controls Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls. Page 48 of 57 appropriate customer representative Operational All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Check drive for proper operation Review event log (if applicable) Check for unusual noise and vibration Check overall condition of unit Document tasks performed during visit and report any observations to appropriate customer representative Roof Top Unit (RTU), Variable Frequency Drive (VFD), <15 HP Comprehensive All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Check and tighten electrical connections Check for heat damage Review event log (if applicable) Ramp drive up and down, and check for proper operation (if possible) Check buss voltage, output voltage and motor current at multiple speed points Check condition of air filter and clean or replace as needed Verify proper operation of cooling fans and clean as needed Check for unusual noise or vibration Check overall condition of unit Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Operational All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Check drive for proper operation Review event log (if applicable) Check for unusual noise and vibration Check overall condition of unit Document tasks performed during visit and report any observations to appropriate customer representative Split System, Cooling Only, 7.5-15 Tons Cooling Comprehensive All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Check and tighten electrical connections Check contactor(s) Check condition of condenser coil Check condenser fan motors and blades Check blower motor operation Lubricate blower and motor bearings (if applicable) Check condition and alignment of pulley and belts (if applicable) Check condition of filters Clean condensate pan and clear drain line (if readily accessible) Check for visual signs of refrigerant/oil leak(s) Johnson Controls Planned Service Proposal Prepared for The City of Bozeman © 2026 Johnson Controls Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls. Page 49 of 57 Check for unusual noise and vibration Record and log all operating parameters Check overall condition of unit Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Operational (Mid Season - Cooling Only) All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Check condition of condenser coil Check condenser fan motors and blades Check condensing unit electrical connections and contactor(s) Check blower motor operation Check condition of filters Check condition of pulley and belts (if applicable) Check condensate system Check for visual signs of refrigerant/oil leak(s) Check for unusual noise and vibration Check overall condition of unit Document tasks performed during visit and report any observations to appropriate customer representative Split System, Cooling Only, <7.5 Tons Cooling Comprehensive All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Check and tighten electrical connections Check contactor(s) Check condition of condenser coil Check condenser fan motors and blades Check blower motor operation Lubricate blower and motor bearings (if applicable) Check condition and alignment of pulley and belts (if applicable) Check condition of filters Clean condensate pan and clear drain line (if readily accessible) Check for visual signs of refrigerant/oil leak(s) Check for unusual noise and vibration Record and log all operating parameters Check overall condition of unit Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Operational (Mid Season - Cooling Only) All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Check condition of condenser coil Check condenser fan motors and blades Check condensing unit electrical connections and contactor(s) Check blower motor operation Check condition of filters Check condition of pulley and belts (if applicable) Check condensate system Check for visual signs of refrigerant/oil leak(s) Check for unusual noise and vibration Johnson Controls Planned Service Proposal Prepared for The City of Bozeman © 2026 Johnson Controls Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls. Page 50 of 57 Check overall condition of unit Document tasks performed during visit and report any observations to appropriate customer representative Split System, Cooling with Gas Heat, 7.5-15 Tons Gas Heating Comprehensive All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Check and tighten electrical connections Check contactor(s) Check combustion blower motor operation Check igniter and pilot operation Check condition of heat exchanger Check condition of burners and clean as required in place Check for proper venting Check for leaks on gas line (within cabinet) Check condition of pulley and belts (if applicable) Check condition of filters Check for unusual noise and vibration Check overall condition of unit Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Cooling Comprehensive All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Check and tighten electrical connections Check contactor(s) Check condition of condenser coil Check condenser fan motors and blades Check blower motor operation Lubricate blower and motor bearings (if applicable) Check condition and alignment of pulley and belts (if applicable) Check condition of filters Clean condensate pan and clear drain line (if readily accessible) Check for visual signs of refrigerant/oil leak(s) Check for unusual noise and vibration Record and log all operating parameters Check overall condition of unit Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Split System, Cooling with Gas Heat, <7.5 Tons Gas Heating Comprehensive All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Check and tighten electrical connections Check contactor(s) Check combustion blower motor operation Check igniter and pilot operation Check condition of heat exchanger Check condition of burners and clean as required in place Johnson Controls Planned Service Proposal Prepared for The City of Bozeman © 2026 Johnson Controls Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls. Page 51 of 57 Check for proper venting Check for leaks on gas line (within cabinet) Check condition of pulley and belts (if applicable) Check condition of filters Check for unusual noise and vibration Check overall condition of unit Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Cooling Comprehensive All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Check and tighten electrical connections Check contactor(s) Check condition of condenser coil Check condenser fan motors and blades Check blower motor operation Lubricate blower and motor bearings (if applicable) Check condition and alignment of pulley and belts (if applicable) Check condition of filters Clean condensate pan and clear drain line (if readily accessible) Check for visual signs of refrigerant/oil leak(s) Check for unusual noise and vibration Record and log all operating parameters Check overall condition of unit Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Terminal Product, Unit Ventilator, 1000-1500 CFM Comprehensive All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Check for proper fan operation Check condition of coils Check condition of filters Record temperatures Check fan contactor/relay Check and tighten electrical connections Check for proper operation of outside air dampers (if applicable) Clean condensate pan and clear drain line Check condition of pulley and belts (if applicable) Visually check control valve(s) Lubricate blower and motor bearings (if applicable) Check condition of blower assembly Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Operational All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Check condition of pulley and belts (if applicable) Check condition of coils Check condition of filters Johnson Controls Planned Service Proposal Prepared for The City of Bozeman © 2026 Johnson Controls Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls. Page 52 of 57 Check condensate drain Check for proper operation of outside air dampers (if applicable) Check unit for proper operation Check for unusual noise and vibration Check overall condition of unit Document tasks performed during visit and report any observations to appropriate customer representative Terminal Product, Unit Ventilator, >1500 CFM Comprehensive All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Check for proper fan operation Check condition of coils Check condition of filters Record temperatures Check fan contactor/relay Check and tighten electrical connections Check for proper operation of outside air dampers (if applicable) Clean condensate pan and clear drain line Check condition of pulley and belts (if applicable) Visually check control valve(s) Lubricate blower and motor bearings (if applicable) Check condition of blower assembly Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Operational All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Check condition of pulley and belts (if applicable) Check condition of coils Check condition of filters Check condensate drain Check for proper operation of outside air dampers (if applicable) Check unit for proper operation Check for unusual noise and vibration Check overall condition of unit Document tasks performed during visit and report any observations to appropriate customer representative Unit Heater, Electric, <300000 BTU Comprehensive All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Check integrity of unit heater supports Check and tighten electrical connections Measure operating amperage of heater elements Check condition of pulley and belts (if applicable) Cycle thermostat and check for proper operation Check for unusual noise and vibration Check overall condition of unit Remove and dispose any debris from any maintenance activity Johnson Controls Planned Service Proposal Prepared for The City of Bozeman © 2026 Johnson Controls Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls. Page 53 of 57 Document tasks performed during visit and report any observations to appropriate customer representative Operational All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Check integrity of unit heater supports Check condition of pulley and belts (if applicable) Check for proper fan operation Cycle thermostat and check for proper operation Check for unusual noise and vibration Check overall condition of unit Document tasks performed during visit and report any observations to appropriate customer representative Unit Heater, Gas Fired, 300000-600000 BTU Comprehensive All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Check integrity of unit heater supports Check and tighten electrical connections Check igniter and pilot operation Check condition of heat exchanger Check condition of burners and clean as required in place Check for proper venting Check for leaks on gas line down stream of manual shutoff Check condition of pulley and belts (if applicable) Cycle thermostat and check for proper operation Check for unusual noise and vibration Check overall condition of unit Remove and dispose any debris from any maintenance activity Document tasks performed during visit and report any observations to appropriate customer representative Operational All work must be performed in accordance with Johnson Controls safety policies Check with appropriate customer representative for operational deficiencies Check integrity of unit heater supports Check condition of pulley and belts (if applicable) Check for proper fan operation Cycle thermostat and check for proper operation Check for unusual noise and vibration Check overall condition of unit Document tasks performed during visit and report any observations to appropriate customer representative Variable Refrigerant Flow (VRF), Outdoor Unit, Heat Pump, 10.0 - 16.0 Ton Comprehensive All work must be performed in accordance with Johnson Controls safety policies Check that the fan rotates counterclockwise and inspect the rotating speed Check for unusual noise and vibration Inspect condenser coil for any accumulated dirt and dust Inspect for loose or missing screws and secure or replace as required Johnson Controls Planned Service Proposal Prepared for The City of Bozeman © 2026 Johnson Controls Customer Confidential Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls. Page 54 of 57 Inspect for peeling thermal insulation material on the cabinet and repair it Inspect for abnormal activation of the magnetic contactor, auxiliary relay, or printed circuit board (PCB) Inspect for faulty contact caused by loosened terminal connections, oxidized contacts, foreign matter, and other items Inspect for abnormal sounds or vibration of compressor Inspect for any abnormal activating sound of reversing valve Check that there is no temperature difference between the ends of strainer Check crankcase heater Inspect for electrical insulation resistance Spray coil(s) with chemical solution Rinse coil(s) thoroughly with water Clean area around equipment Operational All work must be performed in accordance with Johnson Controls safety policies Check that the fan rotates counterclockwise and inspect the rotating speed Check for unusual noise and vibration Inspect condenser coil for any accumulated dirt and dust Inspect for loose or missing screws and secure or replace as required Inspect for peeling thermal insulation material on the cabinet and repair it Inspect for abnormal activation of the magnetic contactor, auxiliary relay, or printed circuit board (PCB) Inspect for faulty contact caused by loosened terminal connections, oxidized contacts, foreign matter, and other items Inspect for abnormal sounds or vibration of compressor Inspect for any abnormal activating sound of reversing valve Check that there is no temperature difference between the ends of strainer Check crankcase heater Inspect for electrical insulation resistance Equipment Log Sheets - City of Bozeman Adam Butterfield (jbuttead@jci.com) 2026-01-27 20260127-18425595325 GENERAL Job Information Activity Number Example Job Site City of Bozeman Unit Type Boiler Unit Model Number Example Unit Serial Number Example Visit Type Boiler /Inspection Log Sheet SECTION READING RESULT Safety Controls Checks Low Gas Pressure 1.8 Safety Controls Checks High Gas Pressure 9 Safety Controls Checks Low Draft .5 Safety Controls Checks Low Water Functioning Safety Controls Checks High Water Functioning Safety Controls Checks Fuel Valve Interlock Passed Safety Controls Checks Safety Limit Switch Passed Safety Controls Checks Relief Valves Operational Safety Controls Checks Low Fire Start Passed Safety Controls Checks Proof of Closure Passed Safety Controls Checks Proof of Purge Passed Operating Controls Check Operating Limit 195 passed Operating Controls Check High Limit Passed 210 Operating Controls Check Firing Rate Control Internal Operating Controls Check Flow Switch Closed Operating Controls Check Feed Water Switch NA Combustion Test - Low Fire Stack Temp 310 Combustion Test - Low Fire O2 8% Combustion Test - Low Fire CO2 2% Combustion Test - Low Fire CO 2PPM Combustion Test - Low Fire % Eff 94% Combustion Test - Low Fire Manifold 1.8 . . SECTION READING RESULT Flame SafeGuard Controls Probe 13.8ma Low Water Cut-Off Probe Yes Low Water Cut-Off Disassembled No Boiler Trim Refractory Rear Good Boiler Trim Refractory Front Good Boiler Trim Boiler Jacket Good Boiler Trim Breaching Good Boiler Trim Hand Hole Cover Good FINAL COMMENTS Submission Information General Comments:Example comments: boiler inspection, observation of boiler operation and functions including combustion analysis. Attach pictures if needed Who else needs a copy of this submission? (Enter as many email addresses as needed) adam.butterfield@jci.com Technician Signature . Equipment Log Sheets PAGE 2 OF 2 Equipment Log Sheets - City of Bozeman/Example 2026-01-27 . Equipment Log Sheets - City of Bozeman Adam Butterfield (jbuttead@jci.com) 2026-01-27 20260127-18425595531 GENERAL Job Information Activity Number Example Job Site City of Bozeman Unit Type AHU Unit Model Number Example Unit Serial Number Example Visit Type AHU/Operatational Inspection Log Sheet SECTION READING RESULT AHU Filters-size quanity 4-20x20x2 AHU Filters replaced Yes AHU Belts/Qty/Size 2-BX63 AHU Belts replaced Yes AHU Bearing condition Good AHU Lubrication Yes AHU Sheaves Good AHU Operation/Controls Passed AHU Electrical wiring/connections Tight/good/checked AHU Dampers and linkages Return/relief/outside air tested, passed AHU Drain pans-checked/cleaned Cleaned AHU Coils-checked/cleaned Cleaned AHU Ductwork/insulation condition Good AHU VFD operational checks Ramp up and down passed AHU Fan motors volts/amps Passed within spec Additional Readings FINAL COMMENTS Submission Information . . General Comments:Example comments: AHU operations and comp check. Attach pictures if needed Who else needs a copy of this submission? (Enter as many email addresses as needed) adam.butterfield@jci.com Technician Signature . Equipment Log Sheets PAGE 2 OF 2 Equipment Log Sheets - City of Bozeman/Example 2026-01-27 . Johnson Controls is currently staffed to handle present workloads, including the Scope of Work required in this proposal for the City of Bozeman. Johnson Controls is willing and able to add staff as required to meet future workloads. Recent and Current Work for the City of Bozeman Johnson Controls recently provided and installed the HVAC controls system for the Bozeman Public Safety Building, completed in 2024. References Dave Wilson – Facilities Maintenance Manager, Bozeman Health – dwilson@bozemanhealth.org, 406-414-1065 Loras O’Toole – Facilities University Engineer, Montana State University - loras@montana.edu, (406) 994-7092 Matt Lawson – Director of Facility Services, City of Missoula - mlawson@ci.missoula.mt.us, (406) 552-6391 Present and Projected Workloads HVAC Preventative Maintenance RFP – City of Bozeman Facilities 2026 Price Proposal Form Company Name:_____________________________ Date:________________________________________ General Service Rates: Service Technician Rate per Hour:_____________ Laborer Rate per Hour:_______________________ Emergency Call Out Rate per Hour:____________ Materials Markup Rate %:_____________________ Annual Service Cost per Building: Beall Recreation Center 415 N. Bozeman Ave. Equipment: - Furnace (1) Price Proposal:___________________ Bozeman Public Safety Center 901 N. Rouse Ave. Equipment: - Air Handling Units (3) - Air Conditioners (9) - Boilers (3) - Heaters (23) Price Proposal:__________________ City Hall 901 N. Rouse Ave. Equipment: - Air Handling Units (2) - Air Conditioners (1) - Boilers (2) - Heaters (1) Price Proposal:__________________ Fire Station #2 575 W. Kagy Blvd. Equipment: - Heat Pumps (3) - Air Conditioners (1) - Boilers (2) - Energy Recovery Ventilators (1) Price Proposal:__________________ Fire Station #2 - Old 410 S. 19th Ave. Equipment: - Heaters (4) - Air Conditioners (2) Price Proposal:__________________ Fire Station #3 1705 Vaquero Pkwy. Equipment: - Boilers (1) Price Proposal:__________________ Bozeman Public Library 626 E. Main St. Equipment: - Air Handling Units (2) - Air Conditioners (1) - Boilers (3) Price Proposal:__________________ Bridger Parking Garage 26 E. Mendenhall St. Equipment: - Air Handling Units (1) Price Proposal:__________________ Stiff Professional Building 20 E. Olive St. Equipment: - Air Handling Units (2) - Air Conditioners (2) - Boilers (2) Price Proposal:__________________ Bozeman Senior Center 807 N. Tracy Ave. Equipment: - Air Handling Units (5) - Air Conditioners (6) - Boilers (2) - Heaters (2) Price Proposal:__________________ Shops Complex 814 N. Bozeman Ave. Equipment: - Air Conditioners (4) - Heaters (17) Price Proposal:__________________ Story Mansion 811 S. Willson Ave. Equipment: - Boilers (2) - Heaters (10) - Energy Recovery Ventilators (1) Price Proposal:__________________ Story Mill Community Center 600 Bridger Drive Equipment: - Air Conditioners (3) - Boilers (1) - Energy Recovery Ventilators (1) Price Proposal:__________________ Vehicle Maintenance Facility 1812 N. Rouse Ave. Equipment: - Air Conditioners (2) - Boilers (2) - Heaters (5) Price Proposal:__________________ Signature_____________________________________________________ Date_______________ Mitchell Wood Attachment A NONDISCRIMINATION AND EQUAL PAY AFFIRMATION ____________________________________(name of entity submitting) 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, ____________________________________(name of entity submitting) hereby affirms it will abide by the Equal Pay Act of 1963 and Section 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 Mitchell Wood