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Home My WebLink About26 - Submissions - HVAC Maintenance (9)From:Dan Polen To:Bozeman Procurement Subject:[EXTERNAL]Request for Proposal (RFP) HVAC Preventative Maintenance City of Bozeman Facilities_S. ConleySupport_Feb 5th 2026_2:00PM MDT Date:Tuesday, February 3, 2026 8:13:29 AM Attachments:image003.pngCity of Bozeman Hvac Preventative Maintenance RFP (S. Conley) Final.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. To whom it may concern, On behalf of S. Conley, it is my pleasure to present the attached HVAC Preventative Maintenance City of Bozeman Facilities RFP for your review and consideration. Since 2020 our Support team has been leading the way in HVAC Service throughout Montana and is why we believe we are the clear choice and best suited to provide the level of service you are seeking. Since 2001 S. Conley Sales has been leading the market in equipment sales and engineered products. A true Bozeman Montana grown company! As noted in this quote we are not interested in negotiating one-time wins. Our niche is building long-term partnerships with the people we call our customers and friends in the markets we’ve chosen to lead. If any questions arise while in review, please do not hesitate to contact me. Sincerely, Dan Polen, Service Manager Montana | Wyoming 9255 Bonner Mill Rd| Bonner, MT 59823 P – (406) 585-7333 | C – (406) 595-5293 www.sconleysalesinc.com Montana | Wyoming 406.585.7333 www.SConleySalesInc.com S. CONLEY SUPPORT SUBMISSION FOR REQUEST FOR PROPOSALS (RFP) HVAC PREVENTATIVE MAINTENANCE City of Bozeman Facilities City of Bozeman Bozeman, MT P.O. Box 1230 Bozeman, MT 59771-1230 S. Conley Support 384 Gallatin Park Dr. Suite 201 Bozeman, MT. 59715 February 2nd, 2026 384 Gallatin Park Dr. Suite 201, Bozeman, MT 59771 (O) 406.585.7333 (F) 406.585.7666 Request for Proposals ( RFP) HVAC Preventative Maintenance Executive Summary S. Conley Support Executive Summary Request for Proposal RFP Montana | Wyoming 406.585.7333 www.SConleySalesInc.com HVAC Preventative Maintenance Services Proposal (RFP) Prepared for City of Bozeman Prepared by S. Conley Support Purpose: To provide the City of Bozeman with a comprehensive proposal for preventative maintenance services for Heating, Ventilation, and Air Conditioning systems at facilities outlined in “Request for Proposals (RFP) HVAC Preventative Maintenance” dated January 2026. Client Challenges: City of Bozeman has a wide range of commercial equipment from boilers, furnaces, air handlers, heat pumps, chillers, exhaust ventilation, and energy recovery ventilators that “range in age from 1960’s up to modern”. Due to the variety of equipment, age of equipment, mixed technologies, and multiple facilities it can be challenging to maintain and service them. This Request for Proposal addresses performing comprehensive annual and semi-annual preventive maintenance services of primary equipment that supplements work conducted by facilities staff. S. Conley Qualifications: S. Conley Supports’ commitment to service, factory-trained technicians, continual education, and belief of not leaving the job till it is done right allows S. Conley Support to confidentially execute the proposed contract. S. Conley was founded in 2001 in Bozeman, Montana by Scot Spratt covering Montana and Wyoming. S. Conley Support currently has 7 technicians servicing the entire state of Montana, including 2 Journeyman based in Bozeman. Together, our team has more than 75 years of combined commercial HVAC experience. We actively pull in resources from across the state as demand dictates, and we are actively recruiting additional technicians to be based out of the Bozeman market.We expect to have 9 to 10 technicians covering the State of Montana by fall 2026. All our technicians have a wide range of experience with commercial HVAC equipment, not just certain manufacturer brands. Outline Proposal: TD= Total Dollars $ THr= Total Hours Total Proposal amounts TD=$ 52,486.00 year one THr=326 Note: A 6% annual escalation will apply beginning in year two Year 2 Year 3 Year 4 Year 5 $55,635.16 $58,973.27 $62,511.67 $66,262.38 Building Breakdown TD THr TD THr 1.Beall Rec. Center $644.00 4 8. Bridger Parking Garage $1288.00 8 2.Bozeman Public Safety Center $12558.00 78 9. Stiff Professional Building $4508.00 28 3.City Hall $3864.00 24 10.Bozeman Senior Center $3864.00 24 4.Fire Station #2 $5152.00 32 11.Shop Complex $3864.00 24 5.Fire Station #2 -Old $2576.00 16 12.Story Mansion $644.00 4 6.Fire Station #3 $2576.00 16 13.Story Mill Community Center $2576.00 16 7.Bozeman Public Library $5152.00 32 14.Vehicle Maintenance Facility $3220.00 20 Value to the City: City of Bozeman having a comprehensive plan in place ensures reliable system performance, reduces unplanned downtime, extends lifespan of equipment, and lowers total cost to City of Bozeman through proactive inspection and scheduled services. This Preventive Maintenance (RFP) will no doubt reduce unplanned downtime and improve equipment reliability. Partnering with the right service provider is key to the success of this program. We believe we have the right team, expertise, and experience to bring value to this program. Deliverables: 1. Preventative maintenance plan with scheduled intervals 2. Comprehensive reporting on equipment with detailed logs and communication to city staff 3. Factory trained technicians (S. Conley manufacture equipment) 4. Emergency response capabilities 5. In house parts department 6. Local technicians who are a part of the Bozeman community Summary: S. Conley Support is committed & positioned in the market to carry out the Preventative Maintenance (RFP). S. Conley already has a Professional Service Master Task Order Agreement with the City of Bozeman for HVAC Services, we are prepared to support your facilities and keep them running at peak performance year-round. We appreciate the opportunity to work with City of Bozeman on this (RFP) 384 Gallatin Park Dr. Suite 201, Bozeman, MT 59771 (O) 406.585.7333 (F) 406.585.7666 Request for Proposals ( RFP) HVAC Preventative Maintenance Firm Profile S. Conley Support Firm Profile Overview of S. Conley Support company and its capacities and qualifications, including key employees, staffing levels, resources and equipment Montana | Wyoming 406.585.7333 www.SConleySalesInc.com S. Conley Sales Firm Profile 1. Company Overview Company Name: S. Conley Sales LLC Founded: 2001 Location: Bozeman, MT Summary: Established in 2001, S. Conley has 25+ years of experience as a manufacturer’s representative for an extensive line of commercial Mechanical equipment manufacturers for Montana and Wyoming. S. Conley Support a (DBA) of S. Conley Sales was started in 2020. With a focus on Commercial HVAC service and commercial Startups of our manufacturer products. S. Conley Support works to be recommended first by our customers by providing superior customer service. S. Conely Support has become a leading player in the commercial HVAC business in Montana over the past 6 years. 2. Vision, Mission & Core Values Vision: To be # 1 in the market Mission: By our Proven Process(s) designed to deliver the best managed & executed HVAC projects in the market by being best-in-class in project development, design assistance, estimating, project management, equipment startup, parts procurement, service and maintenance for the life of equipment. We are not interested in negotiating one-time wins. Our niche is building long-term partnerships with the people we call our customers and friends in the markets we’ve chosen to lead. Montana | Wyoming 406.585.7333 www.SConleySalesInc.com Core Values: • Trusted: We live with honesty and integrity • Committed: We do what it takes to resolve the issue • Resilient: We are strong, adaptable, and committed no matter the challenge • Generous: We provide acts of service when not requested or expected • Humble: We stay modest, confident, and team oriented 3. Services & Expertise S. Conley Support: 1. Experience factory trained technicians 2. Technicians trained on all common HVAC equipment 4. Certifications & Compliance • Licensed Contractor – MT • EPA Universal License • Insured & Bonded for Public and Private Work • Factory training & compliance for 80+equipment manufacturers o York (JCI), Stulz, Valent, Captive Aire, Fulton, LG, Daikin applied, ABB, Dri-Steam, 5. Key Personnel Jamie Gibson – CO-President 15+ years of commercial HVAC experience. Dan Polen- Service Manager 25+ years of commercial HVAC experience Kristin Robertson- Journeyman 12+ years of commercial HVAC experience Montana | Wyoming 406.585.7333 www.SConleySalesInc.com Logan Hollman- Journeyman 8+ years of commercial HVAC experience Jay Kearns- Service and Parts 15+ years in sourcing and managing custom parts in HVAC and other industries Jerica Kimbrell- Dispatch 9+ years in HVAC industry 8. Safety Record • Safety Program aligned with federal and state standards • Zero-incident goal with continuous improvement • Job-specific safety plans on every project • Weekly toolbox talks & documented compliance • Risk assessments conducted before all high-risk tasks 9. Equipment & Technical Capabilities • All weather response fleet. • Ability to design HVAC Equipment • In-House equipment design expertise • In-house parts and sales team • 80+ manufacturer partners and affiliation with a network of representatives throughout the United States. • Turnkey Equipment Replacement Services 10. Contact Information S. Conley 384 Gallatin Park Drive, Suite 201 Bozeman, MT 59715 Phone: (406) 585-7773 Website: www.sconleysalesinc.com 384 Gallatin Park Dr. Suite 201, Bozeman, MT 59771 (O) 406.585.7333 (F) 406.585.7666 Request for Proposals ( RFP) HVAC Preventative Maintenance S. Conley Support Related Experience with Similar Projects S. Conley Support Related Experience with Similar Projects Current list of customers we provide Planned Service Agreements for: Equipment type in which we provide maintenance for: Montana | Wyoming 406.585.7333 www.SConleySalesInc.com Related Experience Since its inception in 2020 S. Conley Support has become one of the top HVAC service providers in the state of Montana. S. Conley continues to grow our customer base and provide maintenance for a variety of commercial entities. To date we are providing maintenance for over 30 properties and growing all the time. Our customer base for Planned Maintenance consists of a variety of property types including hospitals, office buildings, higher educational facilities, luxury resorts and hotels, financial institutions, and medical facilities. This comes with a variety of equipment types in which we service. Our current list of customers that we provide planned service agreements for includes: - Montage Resort - 3 Rivers Communication - Northstar Properties - Sterling Property Management - Bozeman Public Safety - Bridger Schools - Citizens Alliance Bank - Clark Fork Valley Hospital - Community Medical Center - First Security Bank - Gallatin County Law and Justice Center - Great Falls Federal Credit Union - Helena Federal Reserve - Hillcrest Senior Living - Kalispell Regional Hospital - Medical Eye Specialists - Montana Credit Union - Namchak Retreat Ranch - Ravalli Electrical Co-op - Security Title - Spring Hill Suites - Nye Mine - Townsend School District - US Bank The equipment type in which we provide maintenance for includes: - High Pressure Steam Boilers - Low Pressure Steam Boilers - Hot Water Boilers - Chillers - Cooling Towers - Air Handlers - VRF - DOAS Units - Pumps - VFD’s - RTU’s - Split Systems - CRC - ERV - WSHP’s - Heat Recovery Chillers - Portal Heaters There is no commercial HVAC application that we cannot maintain, service or repair. Our Support team has a combined 75+ years of experience with training and certifications from several manufacturers. 384 Gallatin Park Dr. Suite 201, Bozeman, MT 59771 (O) 406.585.7333 (F) 406.585.7666 Request for Proposals ( RFP) HVAC Preventative Maintenance Description of Proposed Solution Description of Proposed Solution S. Conley Support Comprehensive approach to Preventative Maintenance for the equipment listed in the Request for Proposal. Includes schedules and frequencies of services, components to be inspected and serviced, and staffing allocated to maintenance services. 384 Gallatin Park Drive, Suite 201, Bozeman, MT 59715 S. Conley Support Comprehensive Approach to Preventative Maintenance City of Bozeman (RFP) Description of Proposed Solution Proposal No. 001 Contact = Dan Polen Office # = 406-585-1335 Cell # = 406-595-5293 Email = danp@sconlyesalesinc.com S. Conley Support, LLC (“Contractor”) agrees to furnish all labor, material and supervision necessary to perform regularly scheduled maintenance as outlined below. PERIODIC MAINTENANCE APPROACH: • All service work must be scheduled by the client between 8:00 a.m. and 5:00 p.m. Monday-Friday (excluding national holidays) unless otherwise agreed. • All service work not included in the SCHEDULED MAINTENANCE PERFORMED table below (eg – firmware updates, emergency service, equipment repairs/parts/labor) shall be provided on a Time and Materials basis or may be subject to a separately negotiated Work Order. Otherwise, fees for service work shall be subject to the FEE section below. • All service work shall be performed only as defined in the EQUIPMENT SCHEDULE and the PM SCHEDULING tables below. Client may make changes to either of these tables with agreement of Contractor. • All service work performed by S. Conley Support technician. Equipment Annual Maintenance Schedule: Property Equipment Work to be performed Q1 Q2 Q3 Q4 Beall Rec Center Trane Furnace Annual/Heating Inspection 4hrs Bozeman Public Safety Center York AHU (2) Biannual/Seasonal Inspections 4hrs 4hrs JCI Premier Biannual/Seasonal Inspections 6hrs 6hrs Daikin Chiller Annual Inspection 8hrs STULZ Splits (7) Biannual/Seasonal Inspections 8hrs 8hrs Valent ERV Biannual/Seasonal Inspections 2hrs 2hrs HW Boilers (3) Annual Inspection 16hrs DW Boilers (2) Annual Inspection 8hrs Gas Unit heater Annual Inspection 2hrs Infrared Heater (8) Annual Inspection 4hrs City Hall Pace AHU Biannual/Seasonal Inspections 2hrs 2hrs York RTU Biannual/Seasonal Inspections 2hrs 2hrs JCI Condenser Annual Inspection 4hrs Lochinvar Boiler (2) Annual Inspection 8hrs Daikin Mini- Split Annual Inspection 2hrs 2hrs Fire Station #2 Dry Cooler Annual Inspection 4hrs Boilers (2) Annual Inspection 8hrs Daikin VRF Systems (2) Biannual Inspection 4hrs 4hrs ERV Biannual Inspection 2hrs 2hrs Heat Pump Water Heater Biannual Inspection 2hrs 2hrs Engine Bay Supply Fan Biannual Inspection 2hrs 2hrs Fire Station #2 - Old Trane Split Systems (2) Biannual/Seasonal Inspection 4hrs 4hrs Unit Heaters (2) Annual Inspection 4hrs Thru the Wall Unit Annual Inspection 4hrs Fire Station #3 WSHP Biannual Inspection 8hrs 8hrs Bozeman Public Library Lochinvar Boilers (3) Annual Inspections 16hrs Carrier AHU’s (2) Biannual/Seasonal Inspections 4hrs 4hrs Dunham Buch Chiller Annual Inspection 8hrs Bridger Parking Garage York AHU Biannual/Seasonal Inspection 4hrs 4hrs Stiff Professional Building Weil McClain Boiler (2) Annual Inspection 8hrs Daikin Mini Splits (2) Biannual Inspection 2hrs 2hrs AHU (basement) Biannual/Seasonal Inspections 2hrs 2hrs York RTU Biannual/Seasonal Inspections 4hrs 4hrs Trane Condenser Annual Inspection 4hrs Bozeman Senior Center Boilers (2) Annual Inspection 8hrs Split Systems (6) Biannual/Seasonal Inspections 7hrs 7hrs Furnace Biannual Inspection 1hr 1hr Shops Complex Unit Heater (13) Annual/Heating Inspection 8hrs Lennox Split Systems (5) Biannual/Seasonal Inspections 8hrs 8hrs Story Mansion Boilers (2) Annual Inspection 4hrs Story Mill Community Center Captive Aire Biannual/Seasonal Inspections 6hrs 4hrs Aldes ERV Biannual Inspection 1hr 1hr Lochinvar Boiler Annual Inspection 4hrs Vehicle Maintenance Facility Lochinvar Boiler Annual Inspection 4hrs Waste Oil Boiler Annual Inspection 2hrs York Split Systems Gas (2) Biannual/Seasonal Inspections 4hrs 4hrs Gas Unit Heaters (4) Annual inspections 6hrs Total Hours = 326 1. Beall Rec Center: Work Description: Heating Seasonal Startup Inspection Description of Work: • Check all electrical and mechanical parts • Verify operation of gas furnace • Check manifold pressures and adjust if/where needed • Check all parts of blower assembly and clean as needed • Lubricate fan motor (where applicable) • Check operation of all safeties • Replace filters (as needed) • Log unit running stats 2. Bozeman Public Safety Center: Lochinvar Boiler Annual Work Description: • Check all electrical and mechanical connections/parts on boiler • Review unit/control parameters • Remove burner to clean all internal parts of boiler • Clean burner, burner tube and heat exchanger • Verify proper operation of combustion fan, burner and boiler controller • Check operation of all safeties • Inspect all ignitors and ionization rods • Clean all parts of condensate line and check PH level of condensate neutralizer • Check operation of hydronic system and all pressure relief valves • Complete combustion analysis • Check all inlet and exhaust piping/duct • Leak check all gas piping • Complete boiler log Daikin Air Cooled Chiller Annual Work Description: • Check all electrical and mechanical connections • Remove panels to access condenser coils • Clean all condenser coils • Check chiller controller for proper operation and set points • Complete operational check on all circuits • Check amp draws on all compressors and condenser fans • Check pressure drop on evaporator • Record run times on all compressors • Leak check all refrigerant circuits • Complete chiller log Stulz CRAC Unit Annual Work Description: • Check all electrical and mechanical connections/parts • Review unit controls and set points • Inspect unit humidifiers and replace cannisters as needed • Check condensate pumps for proper operation • Clean all parts of condensate lines/pumps • Check operation of condensers and clean coils • Verify crankcase heaters working properly • Complete operational check and record running stats JCI Premier Roof Top Unit Biannual Description of Work: • Check all electrical and mechanical connections • Inspect all parts of supply and return fan assemblies • Replace belts as needed • Grease all bearings • Inspect all parts of refrigeration circuits and complete leak check • Verify all compressor crankcase heaters working properly • Check condenser fans for proper operation • Verify HW actuator working and responding properly (seasonally) • Check all dampers for proper operation • Review unit parameters on unit controller • Clean condenser coils (seasonally) • Complete operational check and log all running stats JCI Air Handlers and VFD’s Biannual Description of Work: • Check all electrical and mechanical parts • Inspect all parts of supply and return fan assemblies • Replace belts as needed • Grease all bearings • Check all dampers for proper operation • Verify all chilled/hot water actuators working properly • Blow out VFD’s with nitrogen • Review parameters on VFD’s and complete backup • Complete operational check and log all running stats Valent ERV Annual Description of Work: • Check all electrical and mechanical connections • Inspect supply and exhaust fans • Grease all bearings • Check all dampers for proper operation • Verify all chilled/hot water actuators working properly • Review parameters and set points in unit controller • Complete operational check and log all running stats Infrared Heaters Annual Description of Work: • Use lift (provided by customer) to access heaters • Check all electrical and mechanical parts • Check manifold pressures and adjust as needed • Check all safeties for proper operation • Blow all parts of heaters out with nitrogen • Complete operational check and record running stats Ceiling Hung Gas Unit Heaters Annual Description of Work: • Use lift to access unit • De-energize and check all electrical and mechanical parts • Blow all parts of heater out with nitrogen • Grease/oil supply fan motors as needed • Run unit and verify correct manifold pressures • Check operation of all safeties • Log unit running stats 3. City Hall: Work Description: Lochinvar Boiler Annual Work Description: • Check all electrical and mechanical connections/parts on boiler • Review unit/control parameters • Remove burner to clean all internal parts of boiler • Clean burner, burner tube and heat exchanger • Verify proper operation of combustion fan, burner and boiler controller • Check operation of all safeties • Inspect all ignitors and ionization rods • Replace ignitors and ionization rods (as needed) • Clean all parts of condensate line and check PH level of condensate neutralizer • Check operation of hydronic system and all pressure relief valves • Complete combustion analysis • Check all inlet and exhaust piping/duct • Leak check all gas piping • Complete boiler log Air Handler and VFD’s Biannual Description of Work: • Check all electrical and mechanical parts • Inspect all parts of supply and return fan assemblies and clean as needed • Replace belts as needed • Grease bearings as needed • Check all dampers for proper operation • Verify hot water actuators working properly (Seasonally) • Blow out VFD’s with nitrogen • Review parameters on VFD’s and complete backup • Verify proper operation of cooling (Seasonally) • Complete unit log Condenser Annual Description of Work: • Check all electrical and mechanical connections/parts • Check all condenser fan motors and blades • Clean all condenser coils • Verify all crankcase heaters working properly • Leak check all refrigerant circuits • Run all compressors and condenser fans and log running stats Roof Top Unit Heating Annual Work Description: • De-energize unit and lockout • Check all electrical and mechanical parts • Inspect all parts of blower assembly • Check manifold pressures in all stages of heat • Inspect ignitors and flame sensors • Verify all safeties working properly • Complete unit log Roof Top Unit Cooling Annual Work Description: • De-energize unit and lockout • Check all electrical and mechanical connections • Clean all condenser coils • Check all parts of condenser fans • Inspect all parts of blower assembly • Perform leak check on all refrigerant circuits • Complete cooling operational check • Complete unit log Mini-Split Biannual Inspection • Check all electrical and mechanical parts on indoor and outdoor units • Check all parts of condensate line/pan/pump and clean as needed • Verify crankcase heater working properly • Complete leak check on all refrigerant piping • Complete operational check • Verify unit controller working properly • Complete unit log 4. Fire Station #2 Work Description: Dry-Cooler Annual Description of Work: • Check all electrical and mechanical parts • Inspect all condenser fans and verify operation • Verify operation of all controls and fans • Rinse all coils with water • Complete unit log Lochinvar Boiler Annual Work Description: • Check all electrical and mechanical connections/parts on boiler • Review unit/control parameters • Remove burner to clean all internal parts of boiler • Clean burner, burner tube and heat exchanger • Verify proper operation of combustion fan, burner and boiler controller • Check operation of all safeties • Inspect all ignitors and ionization rods • Replace ignitors and ionization rods (as needed) • Clean all parts of condensate line and check PH level of condensate neutralizer • Check operation of hydronic system and all pressure relief valves • Complete combustion analysis • Check all inlet and exhaust piping/duct • Leak check all gas piping • Complete boiler log Electric Boiler Annual Description of Work: • Check all electrical and mechanical connections • Complete leak check on all parts of boiler • Check resistance on all heating elements • Check all safeties for proper operation • Perform operational check and log running stats/amp draws • Check controls for proper operation • Complete boiler log ERV Biannual Description of Work: • Check all electrical connections • Check all mechanical components • Verify operation of dampers • Verify operation of fans • Inspect all parts of blower assemblies • Inspect heat exchanger and clean as needed • Grease motors as needed • Complete unit log Daikin Heat Recovery VRF System Annual Description of Work: • Check all electrical and mechanical parts on ODU’s • Review system operation and controls via Central Controller • Verify operation of all system components including o Master and Slave ODU’s o Water side exchangers (DP’s, heat exchange) o HRU’s and all internal components (EEVs, Solenoids, sensors, controls) o Indoor units (sensors, controls, eevs, condensate pumps) • Log system performance in heating and cooling modes and provide detailed report Supply Fan Biannual Description of Work: • Check all electrical and mechanical parts • Check HW coil and clean as needed • Inspect all parts of fan assembly • Grease motor bearings as needed • Record all running stats • Complete unit log 5. Fire Station #2-Old Work Description: Split Systems Heating Seasonal Startup Description of Work: • Check all electrical and mechanical parts • Inspect all parts of blower section and clean as needed • Complete operational check • Check manifold pressures and adjust if/where needed • Inspect ignitor and flame sensors • Check operation of all safeties • Replace filters (as needed) • Log unit running stats Split Systems Cooling Seasonal Startup Description of Work: • Check all electrical and mechanical parts • Inspect all parts of blower section and clean as needed • Inspect drain pans/lines and clean as needed • Complete operational check • Verify correct running pressures, temps, and amp draws • Clean/rinse condenser coils • Replace filters (as needed) • Complete leak check • Log unit running stats Unit Heater Annual Description of Work: • Check all electrical and mechanical parts on heater • Blow out all parts of heater with nitrogen • Verify incoming and manifold pressures • Verify operation of all safeties • Verify operation of controls • Log all running stats Thru the Wall Unit Annual Description of Work: • Check all electrical and mechanical parts • Inspect all parts of blower assembly and clean as needed • Leak check all parts of refrigerant system • Clean condenser and evap coils as needed • Verify operation in cooling mode • Complete unit log 6. Fire Station #3 Work Description: WSHP Biannual/Seasonal Description of Work: • Complete check of all electrical and mechanical parts • Complete refrigerant and water leak check • Verify proper operation of unit controller • Complete operational check • Check pressure drops across heat exchangers and verify proper flow • Remove and clean strainers as needed • Check glycol levels • Complete unit log 7. Bozeman Public Library: Work Description: Lochinvar Boiler Annual Work Description: • Check all electrical and mechanical connections/parts on boiler • Review unit/control parameters • Remove burner to clean all internal parts of boiler • Clean burner, burner tube and heat exchanger • Verify proper operation of combustion fan, burner and boiler controller • Check operation of all safeties • Inspect all ignitors and ionization rods • Replace ignitors and ionization rods (as needed) • Clean all parts of condensate line and check PH level of condensate neutralizer • Check operation of hydronic system and all pressure relief valves • Complete combustion analysis • Check all inlet and exhaust piping/duct • Leak check all gas piping • Complete boiler log Air Handlers and VFD’s Biannual Description of Work: • Check all electrical and mechanical parts • Inspect all parts of supply and return fan assemblies • Replace belts as needed • Grease all bearings • Check all dampers for proper operation • Verify all chilled/hot water actuators working properly • Blow out VFD’s with nitrogen • Review parameters on VFD’s and complete backup • Complete operational check and log all running stats Air Cooled Chiller Annual Work Description: • Check all electrical and mechanical connections • Remove panels to access condenser coils • Clean all condenser coils • Check chiller controller for proper operation and set points • Complete operational check on all circuits • Check amp draws on all compressors and condenser fans • Check pressure drop on evaporator • Record run times on all compressors • Leak check all refrigerant circuits • Complete chiller log 8. Bridger Parking Garage: Air Handler Biannual Description of Work: • Check all electrical and mechanical parts • Inspect all parts of supply and return fan assemblies and clean as needed • Replace belts as needed • Grease bearings as needed • Check all dampers for proper operation • Verify hot water actuators working properly (Seasonally) • Verify proper operation of cooling (Seasonally) • Complete unit log 9. Stiff Professional Building: Work Description: Weil-McClain Sectional Boiler Annual Description of Work: • Lockout all parts of boiler • Check all electrical and mechanical parts • Remove cleanouts and clean all parts of boiler and burner • Inspect ignitor and flame sensor (clean and replace as needed) • Remove lockouts and run boiler • Verify manifold pressures • Complete combustion analysis • Verify operation of all safeties • Complete boiler log Air Handler Biannual Description of Work: • Check all electrical and mechanical parts • Inspect all parts of supply and return fan assemblies and clean as needed • Replace belts as needed • Grease bearings as needed • Check all dampers for proper operation • Verify hot water actuators working properly (Seasonally) • Verify proper operation of cooling (Seasonally) • Complete unit log Condenser Annual Description of Work: • Check all electrical and mechanical connections/parts • Check all condenser fan motors and blades • Clean all condenser coils • Verify all crankcase heaters working properly • Leak check all refrigerant circuits • Run all compressors and condenser fans and log running stats Roof Top Unit Heating Annual Work Description: • De-energize unit and lockout • Check all electrical and mechanical parts • Inspect all parts of blower assembly • Check manifold pressures in all stages of heat • Inspect ignitors and flame sensors • Verify all safeties working properly • Complete unit log Roof Top Unit Cooling Annual Work Description: • De-energize unit and lockout • Check all electrical and mechanical connections • Clean all condenser coils • Check all parts of condenser fans • Inspect all parts of blower assembly • Perform leak check on all refrigerant circuits • Complete cooling operational check • Complete unit log Mini-Split Biannual Inspection • Check all electrical and mechanical parts on indoor and outdoor units • Check all parts of condensate line/pan/pump and clean as needed • Verify crankcase heater working properly • Complete leak check on all refrigerant piping • Complete operational check • Verify unit controller working properly • Complete unit log 10. Bozeman Senior Center: Work Description: Boiler Annual Work Description: • Check all electrical and mechanical connections/parts on boiler • Review unit/control parameters • Remove burner to clean all internal parts of boiler • Clean burner, burner tube and heat exchanger • Verify proper operation of combustion fan, burner and boiler controller • Check operation of all safeties • Inspect all ignitors and ionization rods • Replace ignitors and ionization rods (as needed) • Clean all parts of condensate line and check PH level of condensate neutralizer • Check operation of hydronic system and all pressure relief valves • Complete combustion analysis • Check all inlet and exhaust piping/duct • Leak check all gas piping • Complete boiler log Split Systems Heating Seasonal Startup Description of Work: • Check all electrical and mechanical parts • Inspect all parts of blower section and clean as needed • Complete operational check • Check manifold pressures and adjust if/where needed • Inspect ignitor and flame sensors • Check operation of all safeties • Replace filters (as needed) • Log unit running stats Split Systems Cooling Seasonal Startup Description of Work: • Check all electrical and mechanical parts • Inspect all parts of blower section and clean as needed • Inspect drain pans/lines and clean as needed • Complete operational check • Verify correct running pressures, temps, and amp draws • Clean/rinse condenser coils • Replace filters (as needed) • Complete leak check • Log unit running stats 11. Shop Complex: Work Description: Unit Heater Annual Description of Work: • Check all electrical and mechanical parts on heater • Blow out all parts of heater with nitrogen • Verify incoming and manifold pressures • Verify operation of all safeties • Verify operation of controls • Log all running stats Split Systems Heating Seasonal Startup Description of Work: • Check all electrical and mechanical parts • Inspect all parts of blower section and clean as needed • Complete operational check • Check manifold pressures and adjust if/where needed • Inspect ignitor and flame sensors • Check operation of all safeties • Replace filters (as needed) • Log unit running stats Split Systems Cooling Seasonal Startup Description of Work: • Check all electrical and mechanical parts • Inspect all parts of blower section and clean as needed • Inspect drain pans/lines and clean as needed • Complete operational check • Verify correct running pressures, temps, and amp draws • Clean/rinse condenser coils • Replace filters (as needed) • Complete leak check • Log unit running stats 12. Story Mansion: Work Description: Lochinvar Boiler Annual Work Description: • Check all electrical and mechanical connections/parts on boiler • Review unit/control parameters • Remove burner to clean all internal parts of boiler • Clean burner, burner tube and heat exchanger • Verify proper operation of combustion fan, burner and boiler controller • Check operation of all safeties • Inspect all ignitors and ionization rods • Replace ignitors and ionization rods (as needed) • Clean all parts of condensate line and check PH level of condensate neutralizer • Check operation of hydronic system and all pressure relief valves • Complete combustion analysis • Check all inlet and exhaust piping/duct • Leak check all gas piping • Complete boiler log 13. Story Mill Community Center: Work Description: Lochinvar Boiler Annual Work Description: • Check all electrical and mechanical connections/parts on boiler • Review unit/control parameters • Remove burner to clean all internal parts of boiler • Clean burner, burner tube and heat exchanger • Verify proper operation of combustion fan, burner and boiler controller • Check operation of all safeties • Inspect all ignitors and ionization rods • Replace ignitors and ionization rods (as needed) • Clean all parts of condensate line and check PH level of condensate neutralizer • Check operation of hydronic system and all pressure relief valves • Complete combustion analysis • Check all inlet and exhaust piping/duct • Leak check all gas piping • Complete boiler log Captive Aire MAU Biannual Heating Seasonal Description of Work: • Check all electrical and mechanical parts • Verify operation of dampers • Inspect all parts of blower assemblies • Blow out all parts of blower fan and motor • Grease motors as needed • Verify operation of fans • Verify operation of all safeties • Inspect all parts of burner including ignitor and flame sensor • Clean burner head • Verify manifold pressures • Complete unit log Captive Aire MAU Biannual Cooling Seasonal Description of Work: • Check all electrical and mechanical parts • Verify operation of dampers • Inspect all parts of blower assemblies • Blow out all parts of blower fan and motor • Grease motors as needed • Verify operation of fans • Verify operation of all safeties • Clean all condenser coils • Verify all crankcase heaters working • Complete leak check on all condensers and refrigerant piping • Run all condensers and verify proper operation • Complete unit log ERV Biannual Description of Work: • Check all electrical connections • Check all mechanical components • Verify operation of dampers • Verify operation of fans • Inspect all parts of blower assemblies • Inspect heat exchanger and clean as needed • Grease motors as needed • Complete unit log 14. Vehicle Maintenance Facility: Work Description: Lochinvar Boiler Annual Work Description: • Check all electrical and mechanical connections/parts on boiler • Review unit/control parameters • Remove burner to clean all internal parts of boiler • Clean burner, burner tube and heat exchanger • Verify proper operation of combustion fan, burner and boiler controller • Check operation of all safeties • Inspect all ignitors and ionization rods • Replace ignitors and ionization rods (as needed) • Clean all parts of condensate line and check PH level of condensate neutralizer • Check operation of hydronic system and all pressure relief valves • Complete combustion analysis • Check all inlet and exhaust piping/duct • Leak check all gas piping • Complete boiler log Alternate Heating Waste Oil Boiler • Complete visual inspection on all parts of boiler • Verify no leaks present • Check all electrical connections • Record run hours, oil and air pressure on burner • Take combustion readings • Check operation of all safeties • Complete boiler log Split Systems Heating Seasonal Startup Description of Work: • Check all electrical and mechanical parts on furnace • Inspect all parts of blower assembly and clean as needed • Check manifold pressures and adjust if/where needed • Check operation of all safeties • Verify unit controls set and working properly • Verify crankcase heaters working on condensing units • Complete operational check • Log unit running stats Split Systems Cooling Seasonal Startup Description of Work: • Check all electrical and mechanical parts • Inspect all parts of blower section and clean as needed • Inspect drain pans/lines and clean as needed • Complete operational check • Verify correct running pressures, temps, and amp draws • Clean/rinse condenser coils • Verify unit controls set and working properly • Complete leak check • Log unit running stats Summary: Based on 326 hours of annual service required to complete the full scope of work, S. Conley Support has sufficient bandwidth in the Bozeman market to allocate a full-time technician to perform the prescribed services outlined in this document. Additionally, S. Conley may assign additional technicians as needed to specific buildings or groups of buildings throughout the duration of this proposal to ensure all work is completed efficiently and within required timelines. Please refer to our Present and Projected Workloads section of this document for further details. 384 Gallatin Park Dr. Suite 201, Bozeman, MT 59771 (O) 406.585.7333 (F) 406.585.7666 Request for Proposals ( RFP) HVAC Preventative Maintenance Description of Proposed Solution- Sample Documentation Description of Proposed Solution- Sample Documentation Sample documentation from BuildOPS of S. Conley Support records,transmit maintenance records and data to owner. 384 Gallatin Park Dr Bozeman, MT, 59715 406-585-7333 Job Report #2184 Jan 27, 2026 TYPE T&M CUSTOMER NAME Montage International ADDRESS Montage Big Sky PO Box 53031 Phoenix, AZ, 85072-2031 PROPERTY NAME Montage PROPERTY ADDRESS 995 Settlement Trail Big Sky, MT, 59716 AUTHORIZED BY Darren Crnich CUSTOMER PO# - CUSTOMER WO# - SALES AMOUNT NTE Job Description 2025 annual PSA Job Summary Visit 001 DATE PERFORMED TECHNICIAN(S) Oct 1, 2025 Kristin Robertson, Logan Hollman ASSET MAKE MODEL NUMBER SERIAL NUMBER CW-3-VFD Danfos 177U9494 973202Y080 VFD PCHW-1A Danfoss 177U9789 039802Y080 VFD CW-2 Danfoss 177U9655 972702Y080 VFD CW-1 Danfoss 177U9655 972602Y080 FC-1 WEG 015120T3E284T 18MAY20181043779347 B-3 CleaverBrooks CFLC 16011100010130 PCHW-1B WEG T100360T3G365TS-W40 Z1050189607 CW-1 WEG 0401-20T3E364T-W40 24JUN2019-1049547273 HR-1-VFD Danfos 174L1497 874104Y190 CW-3 BALDOR EM2513T-5 Z1906110176 B-2 CleaverBrooks CFLC 16018000210082 PCHW-1A WEG T100360T3G365TS-W40 Z1050189606 CW-2 WEG 040120T3E364T-W40 24JUN2019.1049547277 VFD FC-1 Danfoss 177U9494 973102Y080 VFD PCHW-1B Danfoss 177U9789 039902Y080 WORK SUMMARY Traveled to the site and met with Kristin. Together, we proceeded to the engineering office, where we met with Brody. We explained the scope of work planned for this visit. I began servicing the boilers while Kristin focused on the pumps and VFDs. I started with Boiler B-3, first removing all gas pressure lines and the pilot line. I then removed the gas train to gain access to the blower. After detaching the mounting bolts, I swung the combustion fan out of the way using its hinge and removed the firing tube. Upon inspection, I found the heat exchanger to be in excellent condition. I cleaned the heat exchanger thoroughly and began reassembling all components. After reassembly, I did not perform a test run on Boiler B-3, as it remains offline due to a faulty combustion air damper actuator. I then moved on to Boiler 2. I removed all necessary components and cleaned the heat exchanger, which was slightly dirtier than B-3 but still in acceptable condition. I concluded the day with Boiler 2 disassembled and ready for reassembly. After completing the day's work, I returned to Bozeman. Traveled to site. Met with staff to discuss work to be performed and any current issues. Boilers 2 and 3 are down due to a low water issue on B-2 and an air damper actuator failure on B-3. Began maintenance on B-2 and 3. Began pump and VFD maintenance. "1 of 32 " Visit 002 DATE PERFORMED TECHNICIAN(S) Oct 2, 2025 Logan Hollman, Kristin Robertson ASSET MAKE MODEL NUMBER SERIAL NUMBER B-1 CleaverBrooks CFLC 16010800210081 B-4 CleaverBrooks CFLC 16018000210084 WORK SUMMARY Continued with boiler maintenance starting with Boiler 4. Continued with boiler room pump and VFD maintenance. Found pump DHW-3 is progressively getting louder. Attached recommendation to job to replace the pump motor. Traveled to the site and met with Kristin. We began work for the day, Kristin continued logging data on the pumps and VFDs while I resumed work on the boilers. I started by reassembling Boiler 2, which had been previously disassembled. Once completed, I moved on to Boilers 1 and 4. I removed the gas pressure lines and the pilot line, followed by removal of the gas train to access the blower assembly. After detaching the blower mounting bolts, I swung the blower out of the way using the built-in hinges. I then removed the burner for inspection. The heat exchanger on both boilers was found to be in excellent condition. I thoroughly cleaned both the heat exchanger and the burner, then reinstalled all components in reverse order. After reassembly, I test ran both Boiler 1 and Boiler 4. Both units operated without any issues. A combustion analysis for these boilers is scheduled for tomorrow. During the inspection of Boiler 1, I discovered a failed gasket between the burner and the heat exchanger. The customer had one spare gasket on hand, which I installed. I recommend ordering at least two additional spare gaskets to have on site in case of future failures. On Boiler 4, I observed that a portion of the refractory material on the heat exchanger face had broken off. Approximately 3/4" of the 4" thick refractory was missing at the bottom. While the current damage does not warrant shutting down the boiler, I recommend replacing the refractory as soon as possible to prevent further deterioration or damage. I informed Brody of both issues before wrapping up. Kristin and I completed cleanup and then returned to Bozeman. Visit 003 DATE PERFORMED TECHNICIAN(S) Oct 3, 2025 Logan Hollman, Kristin Robertson ASSET MAKE MODEL NUMBER SERIAL NUMBER B-6 CleaverBrooks CFLC 16010800210083 B-2 CleaverBrooks CFLC 16018000210082 B-3 CleaverBrooks CFLC 16011100010130 B-5 CleaverBrooks®CFLC 16011100010128 B-1 CleaverBrooks CFLC 16010800210081 B-4 CleaverBrooks CFLC 16018000210084 WORK SUMMARY Traveled to the site and began teardown and maintenance on Boiler B-6. I started by removing the gas pressure lines and pilot line, followed by removal of the gas train to gain access to the blower assembly. After detaching the blower mounting bolts, I swung the blower out of the way using the built-in hinges and removed the burner for inspection. The heat exchanger was found to be in excellent condition. I thoroughly cleaned both the heat exchanger and the burner, then reinstalled all components in reverse order. The boiler was successfully test-run and operated without issues. Following completion of B-6, I moved on to Boiler B-5 and performed the same sequence of work: removal of gas lines, gas train, blower assembly, and burner; inspection and cleaning of the heat exchanger and burner; and full reassembly. Boiler B-5 also test-ran without any operational problems. During the visit, we discovered that the system water pressure was at zero. Investigation into this issue is being addressed under a separate job. Due to the water pressure issue, combustion analysis could not be completed on this visit. However, as combustion analysis is not a high priority for this visit, it has been scheduled for completion during our next visit in two weeks. Visit 004 DATE PERFORMED TECHNICIAN(S) Oct 13, 2025 Kristin Robertson, Logan Hollman ASSET MAKE MODEL NUMBER SERIAL NUMBER B-6 CleaverBrooks CFLC 16010800210083 B-1 CleaverBrooks CFLC 16010800210081 B-4 CleaverBrooks CFLC 16018000210084 B-5 CleaverBrooks®CFLC 16011100010128 "2 of 32 " WORK SUMMARY Performed combustion analysis on all functioning boilers, 1, 4, 5, and 6. While operating boiler 6, found it tripping out repeatedly in high fire. Will continue diagnosis the following day. Visit 005 DATE PERFORMED TECHNICIAN(S) Oct 14, 2025 Logan Hollman, Kristin Robertson ASSET MAKE MODEL NUMBER SERIAL NUMBER Cooling Tower 2 REYMSA COOLING TOWERS. INC.RTGM-812120-B-251-S L49M1S1344L19434975 B-6 CleaverBrooks CFLC 16010800210083 Cooling Tower 1 REYMSA COOLING TOWERS. INC.RTGM-812120-8-2T1-S L49M1S1344L19431975 WORK SUMMARY Arrived on site and checked in with security before proceeding to the boiler room to begin work. The primary task for the day was troubleshooting a high- pressure alarm on Boiler 6 related to the combustion damper. After several attempts, we successfully transferred the demand over to Boiler 6 and started the unit. Upon reaching maximum firing rate, we observed a pressure reading of +1.0 in.w.c., which was significantly higher than the readings on the other boilers. Since all boilers share a single combustion exhaust fan, pressure values should not vary substantially between units. Based on this finding, we decided to swap the pressure switch from Boiler 3 (currently offline) to Boiler 6. After the replacement, the pressure reading decreased to 0.61 in.w.c., indicating improvement. We then continued with scheduled maintenance activities. Combustion data was collected from Boiler 6 at both low fire and high fire conditions. Additionally, we inspected the cooling towers and confirmed proper operation, as well as verified the functionality of the sump heaters. Began diagnosing boiler 6. Found the exhaust damper controller was tripping out on high pressure at 1.0”wc. Verified that the actuator was operational and operating as requested. Verified that the controller was operating properly. Swapped pressure switch with one from B-3, which is currently down. This switch reads 0.6”wc and the boiler operates. Recommend replacing the pressure switch for the exhaust damper system on boiler 6. Also checked cooling towers and verified good operation of the sump heaters. Visit 006 DATE PERFORMED TECHNICIAN(S) Oct 15, 2025 Kristin Robertson, Logan Hollman ASSET MAKE MODEL NUMBER SERIAL NUMBER Chiller 2 Daikin WWVRNNSASNB STNU190800048 Chiller 1 Daikin WWVRNNSASNB STNU190800040 WORK SUMMARY Upon arrival, our team checked in with security and was granted access to the mechanical room. We continued work on the boiler systems and recorded all relevant operational data during the visit. In addition to boiler maintenance, we performed a preliminary inspection of the chillers and the cooling tower. Maintenance on the cooling tower could not be performed due to safety concerns caused by wet conditions and the sloped surface of the tower. We also observed that the chillers were not running. It was expected that a rise in water temperature might bring them online, but the cooling towers were effectively handling the full load, and the chillers did not engage. With all accessible tasks completed, we packed up and departed the site. Visit 007 DATE PERFORMED TECHNICIAN(S) Oct 16, 2025 Logan Hollman, Kristin Robertson ASSET MAKE MODEL NUMBER SERIAL NUMBER RAF B2-4 Loren Cook Company 365 SQI 365SQIB 371SI60486-00/0005402 RAF B2-1 Loren Cook Company 365 SQI 365SQ B 371S1604S6-00/10002501 RAF-B1-1 Loren Cook Company 365SQI 371SI70444-00/0002201 RAF B2-2 Loren Cook Company 402 SQL 402SQ 1B 371S160486-00/0003801 RAF B2-3 Loren Cook Company 365 SOI 365S01B 371S160486-00/0005401 WORK SUMMARY Upon arrival, our team checked in with security and gained access to the mechanical rooms. We found that the chillers were still not operating, so we proceeded with inspection and data collection on the remaining equipment. "3 of 32 " WORK SUMMARY All fans included in the maintenance agreement were visited, and operational data was collected for each unit. After completing the fan inspections, we proceeded to the cooling towers. To test chiller responsiveness, we temporarily shut down the cooling towers to see if the chillers would engage. Unfortunately, the chillers did not start. The cooling towers were then re-enabled. With all available maintenance tasks completed for this visit, we secured the area and departed the site. Visit 008 DATE PERFORMED TECHNICIAN(S) Nov 4, 2025 Kristin Robertson ASSET MAKE MODEL NUMBER SERIAL NUMBER B-3 CleaverBrooks CFLC 16011100010130 B-5 CleaverBrooks®CFLC 16011100010128 B-1 CleaverBrooks CFLC 16010800210081 B-6 CleaverBrooks CFLC 16010800210083 B-2 CleaverBrooks CFLC 16018000210082 B-4 CleaverBrooks CFLC 16018000210084 WORK SUMMARY Compiled summary of Q3 maintenance visits, including deficiencies noted and recommendations to resolve them. Visit 009 DATE PERFORMED TECHNICIAN(S) Dec 15, 2025 Kristin Robertson, Alex Rappuhn ASSET MAKE MODEL NUMBER SERIAL NUMBER Chiller 1 Daikin WWVRNNSASNB STNU190800040 WORK SUMMARY Drove to site from Great Falls. Met with Kristen at the office to try and locate materials for the job. Drove to site and dropped off materials. Got pulled off job for an emergency at a different building, will continue work at site tomorrow. Visit 010 DATE PERFORMED TECHNICIAN(S) Dec 18, 2025 Logan Hollman, Alex Rappuhn ASSET MAKE MODEL NUMBER SERIAL NUMBER Chiller 1 Daikin WWVRNNSASNB STNU190800040 WORK SUMMARY Drove to site from Yellowstone Club. Drained chiller one and while draining worked on our brush cable that needed to be repaired. After draining was completed we took the chiller apart to prepare for cleaning. During cleaning our brush cable broke. Contacted supervisor and got new ones on order. Will go back tomorrow to put chiller back together. Will need to go back to complete PSA when new brushes arrive. Drove back to Bozeman Visit 011 DATE PERFORMED TECHNICIAN(S) Dec 19, 2025 Alex Rappuhn ASSET MAKE MODEL NUMBER SERIAL NUMBER Chiller 1 Daikin WWVRNNSASNB STNU190800040 WORK SUMMARY Drove to site from Bozeman, put cover back on chiller. Picked up area and headed back to Great Falls. Drove back to Great Falls, took alternate route due to weather. Visit 012 DATE PERFORMED TECHNICIAN(S) Jan 14, 2026 Alex Rappuhn, Kristin Robertson ASSET MAKE MODEL NUMBER SERIAL NUMBER Chiller 1 Daikin WWVRNNSASNB STNU190800040 Chiller 2 Daikin WWVRNNSASNB STNU190800048 "4 of 32 " WORK SUMMARY Drove from Townsend to site. Got to site and starting taking chiller cover off. Punched tubes in CH-1. Completed punching tubes in chiller and put cover back on. Filled chiller back up and turned it back on. Valved off water lines on CH-2 will finish draining and punching tubes tomorrow. Drove to Bozeman Set up and began punching tubes on CH1. Began chiller logs. Performed leak check on all three chillers. Noted a significant leak on the EEV threaded fitting. Visit 013 DATE PERFORMED TECHNICIAN(S) Jan 15, 2026 Kristin Robertson, Alex Rappuhn ASSET MAKE MODEL NUMBER SERIAL NUMBER Chiller 1 Daikin WWVRNNSASNB STNU190800040 Chiller 3 Diakin WWVMNNSASNB STNU190800041 Chiller 2 Daikin WWVRNNSASNB STNU190800048 WORK SUMMARY Collected oil samples and completed chiller logs. Contacted Daikin regarding the best way to handle Chiller 3. Still waiting for return call. Assisted with draining and tearing down CH2 for maintenance. Drove to site from Bozeman. Got to site and turned off valves to CH-2. Noticed water was still getting into chiller so pushed on valve handles until valve seated. Took off pipe connected to cover then took off cover. Started punching tubes. Completed punching tubes. Will be back tomorrow to reinstall cover and pipe and turn chiller back on. Drove back to Bozeman. Visit 014 DATE PERFORMED TECHNICIAN(S) Jan 16, 2026 Kristin Robertson, Alex Rappuhn ASSET MAKE MODEL NUMBER SERIAL NUMBER Chiller 3 Diakin WWVMNNSASNB STNU190800041 Chiller 1 Daikin WWVRNNSASNB STNU190800040 Chiller 2 Daikin WWVRNNSASNB STNU190800048 WORK SUMMARY Reassembled CH2. Discussed CH3 with Daikin. Packed up all equipment and cleaned chiller room. Drove to site from Bozeman. Got to site, checked in with security and got access to the chiller room. Put the cover back on CH-2 and reinstalled pipe onto cover. Filled system up and checked for leaks. No leaks present. Packed up and cleaned chiller room, drove to Great Falls Visit 015 DATE PERFORMED TECHNICIAN(S) Jan 15, 2026 Kristin Robertson, Alex Rappuhn ASSET MAKE MODEL NUMBER SERIAL NUMBER WORK SUMMARY - Visit 016 DATE PERFORMED TECHNICIAN(S) Jan 16, 2026 Kristin Robertson, Alex Rappuhn ASSET MAKE MODEL NUMBER SERIAL NUMBER WORK SUMMARY - Visit 017 DATE PERFORMED TECHNICIAN(S) Jan 19, 2026 Kristin Robertson ASSET MAKE MODEL NUMBER SERIAL NUMBER Chiller 1 Daikin WWVRNNSASNB STNU190800040 Chiller 3 Diakin WWVMNNSASNB STNU190800041 Chiller 2 Daikin WWVRNNSASNB STNU190800048 "5 of 32 " WORK SUMMARY Dropped off oil samples to be mailed to Trane. Completed summary of work performed and set up meeting to discuss next steps for CH3. Attended meeting. Hours Worked Visit #Date Technician Labor Type Description Hours 1 Oct 1, 2025 Kristin Robertson Journeyman Overtime 1.5 1 Oct 1, 2025 Kristin Robertson Journeyman Regular Time 8 1 Oct 1, 2025 Logan Hollman Journeyman Regular Time 8 1 Oct 1, 2025 Logan Hollman Journeyman Overtime 1.5 2 Oct 2, 2025 Kristin Robertson Journeyman Regular Time 8 2 Oct 2, 2025 Kristin Robertson Journeyman Overtime 1.5 2 Oct 2, 2025 Logan Hollman Journeyman Regular Time 7 2 Oct 2, 2025 Logan Hollman Journeyman Overtime 1.5 3 Oct 3, 2025 Kristin Robertson Journeyman Regular Time 4 3 Oct 3, 2025 Logan Hollman Journeyman Regular Time 8 4 Oct 13, 2025 Kristin Robertson Journeyman Regular Time 8 4 Oct 13, 2025 Kristin Robertson Journeyman Overtime 1 4 Oct 13, 2025 Logan Hollman Journeyman Regular Time 6 5 Oct 14, 2025 Kristin Robertson Journeyman Regular Time 8 5 Oct 14, 2025 Logan Hollman Journeyman Regular Time 8 6 Oct 15, 2025 Kristin Robertson Journeyman Regular Time 8 6 Oct 15, 2025 Kristin Robertson Journeyman Overtime 1 6 Oct 15, 2025 Logan Hollman Journeyman Overtime 1 6 Oct 15, 2025 Logan Hollman Journeyman Regular Time 8 7 Oct 16, 2025 Kristin Robertson Journeyman Overtime 1 7 Oct 16, 2025 Kristin Robertson Journeyman Regular Time 7 7 Oct 16, 2025 Logan Hollman Journeyman Regular Time 7 7 Oct 16, 2025 Logan Hollman Journeyman Overtime 1 8 Nov 4, 2025 Kristin Robertson Journeyman Regular Time 3 9 Dec 15, 2025 Alex Rappuhn Technician 1 Regular Time 6 9 Dec 15, 2025 Alex Rappuhn Technician 1 Overnight Per Diem 1 9 Dec 15, 2025 Kristin Robertson Journeyman Regular Time 6 10 Dec 18, 2025 Alex Rappuhn Technician 1 Overtime 4.25 10 Dec 18, 2025 Alex Rappuhn Technician 1 Regular Time 4 10 Dec 18, 2025 Logan Hollman Journeyman Overtime 4 10 Dec 18, 2025 Logan Hollman Journeyman Regular Time 4 11 Dec 19, 2025 Alex Rappuhn Technician 1 Regular Time 8 12 Jan 14, 2026 Alex Rappuhn Technician 1 Overnight Per Diem 1 12 Jan 14, 2026 Alex Rappuhn Technician 1 Overtime 2.5 12 Jan 14, 2026 Alex Rappuhn Technician 1 Regular Time 8 12 Jan 14, 2026 Kristin Robertson Journeyman Regular Time 8 12 Jan 14, 2026 Kristin Robertson Journeyman Overtime 1.5 13 Jan 15, 2026 Alex Rappuhn Technician 1 Overnight Per Diem 1 13 Jan 15, 2026 Alex Rappuhn Technician 1 Overtime 1 13 Jan 15, 2026 Alex Rappuhn Technician 1 Regular Time 8 13 Jan 15, 2026 Kristin Robertson Journeyman Regular Time 8 13 Jan 15, 2026 Kristin Robertson Journeyman Overtime 1 "6 of 32 " Visit #Date Technician Labor Type Description Hours 14 Jan 16, 2026 Alex Rappuhn Technician 1 Regular Time 5.5 14 Jan 16, 2026 Alex Rappuhn Technician 1 Overtime 2.25 14 Jan 16, 2026 Kristin Robertson Journeyman Regular Time 6.5 14 Jan 16, 2026 Kristin Robertson Journeyman Overtime 1 17 Jan 19, 2026 Kristin Robertson Journeyman Regular Time 2 211.50 Inventory Visit Date Item name Product Code Description Tax QTY 9 Dec 15, 2025 Mileage Mileage (Port to Port)230.00 12 Jan 14, 2026 Mileage Mileage (Port to Port)156.00 12 Jan 14, 2026 Hotel Charge Hotel Charge for technician overnight stay 1.00 12 Jan 14, 2026 Per Diem- Overnight Per Diem charge for technician overnight stay 1.00 12 Jan 14, 2026 Mileage Mileage (Port to Port)100.00 14 Jan 16, 2026 Hotel Charge Hotel Charge for technician overnight stay 1.00 14 Jan 16, 2026 Mileage Mileage (Port to Port)278.00 14 Jan 16, 2026 Mileage Mileage (Port to Port)100.00 14 Jan 16, 2026 Per Diem- Overnight Per Diem charge for technician overnight stay 1.00 2 Oct 2, 2025 Mileage Mileage (Port to Port)110.00 2 Oct 2, 2025 Mileage Mileage (Port to Port)110.00 4 Oct 13, 2025 Mileage Mileage (Port to Port)220.00 5 Oct 14, 2025 Mileage Mileage (Port to Port)220.00 3 Oct 3, 2025 Mileage Mileage (Port to Port)220.00 7 Oct 16, 2025 Mileage Mileage (Port to Port)220.00 1 Oct 1, 2025 Mileage Mileage (Port to Port)220.00 11 Dec 19, 2025 Hotel Charge Hotel Charge for technician overnight stay 1.00 11 Dec 19, 2025 Per Diem- Overnight Per Diem charge for technician overnight stay 1.00 11 Dec 19, 2025 Mileage Mileage (Port to Port)230.00 10 Dec 18, 2025 Mileage Mileage (Port to Port)120.00 13 Jan 15, 2026 Hotel Charge Hotel Charge for technician overnight stay 1.00 13 Jan 15, 2026 Per Diem- Overnight Per Diem charge for technician overnight stay 1.00 13 Jan 15, 2026 Mileage Mileage (Port to Port)200.00 6 Oct 15, 2025 Mileage Mileage (Port to Port)220.00 2962 Recommendations Name Description Asset Make Model Number Serial Number Refractory On this visit I found the refractory on B-1s heat exchanger has partially broken off. This is not enough to warrant a shut down but it needs to be addressed. B-1 CleaverBrooks CFLC 16010800210081 "7 of 32 " Name Description Asset Make Model Number Serial Number Replace exhaust damper pressure switch Replace failing pressure switch on boiler 6 exhaust damper system.B-6 CleaverBrooks CFLC 16010800210083 Replace leaking DHW recirc heat exchanger The DHW recirc heat exchanger next to the chilled water pumps is leaking significantly and should be replaced. Motor replacement The bearings on the return air fan motor are failing and the motor should be replaced. RAF B2-2 Loren Cook Company 402 SQL 402SQ 1B 371S160486- 00/0003801 Replace pressure gauge PHW- 1B Globetrotter UVH404TTDCD6060BB M C-M2155828- FR21 Replace motor The bearings on the return air motor are failing and the motor should be replaced. RAF B2-2 Loren Cook Company 402 SQL 402SQ 1B 371S160486- 00/0003801 Pump motor replacement There has been bearing noise from this pump for the last year, and it is progressively getting worse. Recommend replacing pump motor. DHW- 3 US Motors FB53 A037709429- 0057M0009 "8 of 32 " Before & After Photos 1 Before Photos IMG_3174.jpg Added by: Logan Hollman Oct 2, 2025 9:12 AM IMG_3175.jpg Added by: Logan Hollman Oct 2, 2025 9:12 AM IMG_3176.jpg Added by: Logan Hollman Oct 2, 2025 9:12 AM IMG_3177.jpg Added by: Logan Hollman Oct 2, 2025 9:12 AM "9 of 32 " IMG_3178.jpg Added by: Logan Hollman Oct 2, 2025 9:12 AM IMG_3179.jpg Added by: Logan Hollman Oct 2, 2025 9:12 AM IMG_3180.jpg Added by: Logan Hollman Oct 2, 2025 9:12 AM "10 of 32 " 2 Before Photos IMG_3193.jpg Added by: Logan Hollman Oct 3, 2025 9:32 AM IMG_3194.jpg Added by: Logan Hollman Oct 3, 2025 9:32 AM IMG_3192.jpg Added by: Logan Hollman Oct 3, 2025 9:32 AM IMG_3191.jpg Added by: Logan Hollman Oct 3, 2025 9:32 AM "11 of 32 " IMG_3190.jpg Added by: Logan Hollman Oct 3, 2025 9:32 AM IMG_3189.jpg Added by: Logan Hollman Oct 3, 2025 9:32 AM IMG_3188.jpg Added by: Logan Hollman Oct 3, 2025 9:32 AM IMG_3187.jpg Added by: Logan Hollman Oct 3, 2025 9:32 AM "12 of 32 " IMG_3185.jpg Added by: Logan Hollman Oct 3, 2025 9:32 AM IMG_3184.jpg Added by: Logan Hollman Oct 3, 2025 9:32 AM IMG_3183.jpg Added by: Logan Hollman Oct 3, 2025 9:32 AM "13 of 32 " 5 Before Photos IMG_1627.jpg Added by: Kristin Robertson Oct 14, 2025 1:04 PM 6 Before Photos PHW-1B pressure gauge Added by: Kristin Robertson Oct 15, 2025 8:58 AM DHW recirc heat exchanger Added by: Kristin Robertson Oct 15, 2025 10:12 AM "14 of 32 " 384 Gallatin Park Dr. Suite 201, Bozeman, MT 59771 (O) 406.585.7333 (F) 406.585.7666 Request for Proposals ( RFP) HVAC Preventative Maintenance Description of Proposed Solutions- Log Sheets S. Conley Support Description of Proposed Solutions-Log Sheets S. Conley Support Sample Log Sheets AHU Log Sheet Site: Date: Model # Serial # Unit Tag# Tech: Inspection Type: Inspection Task: ☐ Check Electrical Connections ☐ Check All Mechanical Connections ☐ Replace Filters ☐ Replace Belt(s) ☐ Check fan assemblys ☐ Grease Bearings (as needed) ☐ Check all damper linkages ☐ Complete Operational Check ☐ Verify operation of heating valve/actuator ☐ Check all VFD’s ☐ Verify operation of cooling valve/actuator ☐ Verify Operation of all Safeties ☐ Verify All UV Lights Working (where applicable) ☐ Verify Operation of all Steam Components Fan Motor Amps Component Nameplate Amps L1 L2 L3 Rotation VFD Speed (HZ) Supply Fan #1 Supply Fan #2 Supply Fan #3 Supply Fan #4 EF/Ret Fan #1 EF/Ret Fan #2 EF/Ret Fan #3 EF/Ret Fan #4 Hydronic/Steam Running Stats Component Entering Water/Steam Temp Leaving Water/Steam Temp Entering Water/Steam Pressure Leaving Water/Steam Pressure Supply Air Temp Return Air Temp Outdoor Air Temp Chilled Water Hot Water Steam DX Running Stats Component Suction Press Discharge Press Liquid Press Discharge Temp Super -Heat Sub- Cooling Supply Air Temp Return Air Temp Outdoor Air Temp Circuit 1 Circuit 2 Notes: Discrepancies: Air Cooled Chiller Log Sheet Site: Date: Model # Serial # Unit Tag# Tech: Unit Tag Voltage: Actual Voltage: L1-L2 L1-L3 L2-L3 Inspection Type: Compressor Type: Inspection Task: ☐ Check all electrical connections ☐ Check all mechanical connections ☐ Blow out VFD’s and clean filters ☐ Replace drive coolant(where applicable) ☐ Verify crankcase heaters energized ☐ Complete leak check ☐ Complete operational check ☐ Review system controls/alarm history ☐ Save backup of unit file/program ☐ Clean condenser coils (as needed) ☐ Replace oil filter (where applicable) ☐ Complete oil/reifrigerant analysis ☐ Meg all compressors ☐ Verifiy operation of flow switches ☐ Check oil level on compressors and seperators ☐ Check all condenser fan motors/blades ☐ Check glycol precentage (where applicable) ☐ Check pressure drops/flowrates Evaporator Stats: Setpoint: EWT: LWT: Approach: Pressure In: Pressure Out: Glycol %: Compressor Running Stats Component Comp 1 Comp 2 Comp 3 Comp 4 Comp 5 Comp 6 Comp 7 Comp 8 Suction Pressure Sat Suc Temp Suc Line Temp Super-heat Discharge Press Dis Super-heat Liquid Pressure Sat Liquid Temp Liquid Line Temp Sub-cooling Oil Pressure Oil Filter PD Comp Run Hours Comp Starts Outdoor Temp Compressor Amps/Voltage Component L1amps L2amps L3amps L1-L2 L1-L3 L2-L3 L1- GND L2- GND L3- GND Comp #1 Comp #2 Comp #3 Comp #4 Comp #5 Comp #6 Comp #7 Comp #8 Condenser Fan Amps Component Nameplate Amps L1 L2 L3 Rotation VFD Speed (HZ) Cond Fan #1 Cond Fan #2 Cond Fan #3 Cond Fan #4 Cond Fan #5 Cond Fan #6 Cond Fan #7 Cond Fan #8 Cond Fan #10 Cond Fan #11 Cond Fan #12 Cond Fan #13 Cond Fan #14 Cond Fan #15 Cond Fan #16 Cond Fan #17 Cond Fan #18 Cond Fan #19 Cond Fan #20 Cond Fan #21 Cond Fan #22 Cond Fan #23 Cond Fan #24 Notes/Discrepancies: Air Cooled Condenser Log Sheet Site: Date: Model # Serial # Unit Tag# Tech: Unit Tag Voltage: Actual Voltage: L1-L2 L1-L3 L2-L3 Inspection Type: Compressor Type: Inspection Task: ☐ Check all electrical connections ☐ Check all mechanical connections ☐ Blow out VFD’s and clean filters ☐ Verify operation of crankcase heaters ☐ Complete leak check ☐ Complete operational check ☐ Review system controls/alarm history ☐ Clean condenser coils (as needed) ☐ Save backup of unit file/program ☐ Check all condenser fan motors/blades ☐ Check oil level on compressors ☐ Check refrigerant level on receiver Compressor Amps/Voltage Component L1amps L2amps L3amps L1-L2 L1-L3 L2-L3 L1- GND L2- GND L3- GND Comp #1 Comp #2 Comp #3 Comp #4 Comp #5 Comp #6 Comp #7 Comp #8 Compressor Running Stats Component Comp 1 Comp 2 Comp 3 Comp 4 Comp 5 Comp 6 Comp 7 Comp 8 Suction Pressure Sat Suc Temp Suc Line Temp Super-heat Discharge Press Dis Super-heat Liquid Pressure Sat Liquid Temp Liquid Line Temp Sub-cooling Comp Run Hours Comp Starts Outdoor Temp Condenser Fan Amps Component Nameplate Amps L1 L2 L3 Rotation VFD Speed (HZ) Cond Fan #1 Cond Fan #2 Cond Fan #3 Cond Fan #4 Cond Fan #5 Cond Fan #6 Cond Fan #7 Cond Fan #8 Cond Fan #10 Cond Fan #11 Cond Fan #12 Cond Fan #13 Cond Fan #14 Cond Fan #15 Cond Fan #16 Cond Fan #17 Cond Fan #18 Cond Fan #19 Cond Fan #20 Cond Fan #21 Cond Fan #22 Cond Fan #23 Cond Fan #24 Notes/Discrepancies: Boiler Log Sheet Site: Date: Model # Serial # Unit Tag# Tech: Inspection Type: Inspection Task: ☐ Check Electrical Connections ☐ Check All Mechanical Connections ☐ Check blower fan and dampers ☐ Remove panels and brush tubes ☐ Check all damper linkages ☐ Complete Operational Check ☐ Check all manifold and pilot pressures ☐ Blow out combustion chamber ☐ Check flame signal of pilot and main flame ☐ Verify Operation of all Safeties ☐ Blow out all parts of combustion fan ☐ Check ignitor and flame rod/scanner ☐ Clean and flush all parts of condensate ☐ Check PH of condensate neutralizer ☐ Check boiler cascade and control parameters ☐ Review diagnostic History Combustion Analysis: Component Gas Press W.C. Low Fire High Fire O2% CO PPM CO2% EFF% T-STK O2% CO PPM CO2% EFF% T-STK Burner #1 Burner #2 Burner #3 Burner #4 Burner #5 Burner #6 Burner #7 Burner #8 Notes: Discrepancies: DOAS Log Sheet Site: Date: Model # Serial # Manufacturer: Unit Tag# Inspection Type: Tech: Inspection Tasks: ☐ Check All Electrical Connections ☐ Check All Mechanical Connections ☐ Replace/Clean Filters ☐ Check fan assemblys ☐ Check all damper linkages ☐ Complete operational check ☐ Verify heating (where applicable) ☐ Check all VFD’s ☐ Verify cooling (where applicable) ☐ Verify operation of all safeties System type: (Check all that apply) ☐ DX Cooling/Heating ☐ Chilled Water ☐ Gas/Propane Heat ☐ Hydronic Heat ☐ Electric Heat System Amps Component Nameplate Amps L1 L2 L3 Fan Speed/Comp Mode Supply Fan #1 Supply Fan #2 EF/Ret Fan #1 EF/Ret Fan #2 Comp # 1 Comp #2 Electric Heat Running Stats Component Nameplate Amps Voltage Temp Amps L1 L2 L3 L1-L2 L1-L3 L2-L3 Rise First Stage Second Stage Thrid Stage Fourth Stage Heating/Hydronic Running Stats Compon ent Entering Water/ Temp Leaving Water/Temp Water Delta T Supply Air Temp Return Air Temp Air Delta T Outdoor Air Temp Chilled Water Hot Water Furnace Running Stats Component Incoming Gas Pressure Manifold Pressure Capacity Supply Air Temp Return Air Temp Temp Rise/Delta T Outdoor Air Temp Furnace #1 Furnace #2 DX Running Stats Component Suction Press Discharge Press Liquid Press Discharge Temp Super -Heat Sub- Cooling Supply Air Temp Return Air Temp Outdoor Air Temp Circuit 1 Circuit 2 Notes: Discrepancies: Electrical Boiler Log Sheet Site: Date: Model # Serial # Unit Tag# Tech: Inspection Type: Inspection Task: ☐ Check Electrical Connections ☐ Check All Mechanical Connections ☐ Check blower fan and dampers ☐ Blow out all cabinets and contactors ☐ Check all fuses ☐ Complete Operational Check ☐ Ohm out all elements ☐ Verify Operation of all Safeties ☐ Check boiler cascade and control parameters ☐ Review diagnostic History Electircal Analysis: Componant Resistance/Ohms Amperage L1-L2 L2-L3 L1-L3 L1-L2 L2-L3 L1-L3 Contactor/Element 1 Contactor/Element 2 Contactor/Element 3 Contactor/Element 4 Contactor/Element 5 Contactor/Element 6 Contactor/Element 7 Contactor/Element 8 Contactor/Element 9 Contactor/Element 10 Contactor/Element 11 Contactor/Element 12 Notes: Discrepancies: ERV Log Sheet Site: Date: Model # Serial # Unit Tag# Tech: Inspection Type: Inspection Task: ☐ Check Electrical Connections ☐ Check All Mechanical Connections ☐ Replace Filters ☐ Replace Belt(s) (as needed) ☐ Check fan assemblys ☐ Grease Bearings (as needed) ☐ Check all damper linkages ☐ Complete Operational Check ☐ Verify heating (where applicable) ☐ Check all VFD’s ☐ Verify cooling (where applicable) ☐ Verify Operation of all Safeties Fan Motor Amps Component Nameplate Amps L1 L2 L3 Rotation VFD Speed (HZ) Supply Fan #1 Supply Fan #2 EF/Ret Fan #1 EF/Ret Fan #2 Electric Heat Running Stats Component Nameplate Amps Voltage Temp Amps L1 L2 L3 L1-L2 L1-L3 L2-L3 Rise First Stage Second Stage Thrid Stage Fourth Stage Heating/Hydronic Running Stats Component Entering Water/Steam Temp Leaving Water/Steam Temp Entering Water/Steam Pressure Leaving Water/Steam Pressure Supply Air Temp Return Air Temp Outdoor Air Temp Chilled Water Hot Water Steam DX Running Stats Component Suction Press Discharge Press Liquid Press Discharge Temp Super -Heat Sub- Cooling Supply Air Temp Return Air Temp Outdoor Air Temp Circuit 1 Circuit 2 Notes: Discrepancies: Fan Coil Log Sheet Site: Date: Model # Serial # Unit Tag# Tech: Inspection Type: Inspection Task: ☐ Check Electrical Connections ☐ Check All Mechanical Connections ☐ Replace Filters ☐ Check fan assemblys ☐ Check all damper linkages ☐ Complete Operational Check ☐ Verify operation of heating valve/actuator ☐ Verify operation of cooling valve/actuator Fan Motor Amps Component Nameplate Amps L1 L2 L3 Rotation VFD Speed (HZ) Supply Fan #1 Supply Fan #2 Notes: Discrepancies: Inferred Heater Log Sheet Site: Date: Model # Serial # Unit Tag# Tech: Inspection Type: Inspection Tasks ☐ Check Electrical Connections ☐ Check All Mechanical Connections ☐ Check all parts of combustion fan ☐ Complete Operational Check ☐ Check all manifold pressures ☐ Verify incoming gas pressure correct ☐ Inspect ignitor and flame rod ☐ Verify operation of all Safeties ☐ Clean all parts of combustion fan and tube ☐ Check all unit controls Notes: Discrepancies: Make Up Air Unit Log Sheet Site: Date: Model # Serial # Unit Tag# Tech: Strtup Tasks: ☐ Check All Electrical Connections ☐ Check All Mechanical Connections ☐ Replace/Clean Filters ☐ Check fan assemblys ☐ Check all damper linkages ☐ Complete operational check ☐ Verify heating (where applicable) ☐ Check all VFD’s ☐ Verify cooling (where applicable) ☐ Verify operation of all safeties Unit Voltages: Nameplate: Actual: L1-L2 L1-L3 L2-L3 Control: Fan Motor Amps Component Nameplate Amps L1 L2 L3 Rotation VFD Speed (HZ) Supply Fan #1 Supply Fan #2 EF/Ret Fan #1 EF/Ret Fan #2 Gas Heat Running Stats Comonent Incoming Pressure Manifod Pressure Temp Rise Low Fire High Fire Electric Heat Running Stats Component Nameplate Amps Voltage Temp Amps L1 L2 L3 L1-L2 L1-L3 L2-L3 Rise First Stage Second Stage Thrid Stage Fourth Stage Heating/Hydronic Running Stats Component Entering Water/Steam Temp Leaving Water/Steam Temp Entering Water/Steam Pressure Leaving Water/Steam Pressure Supply Air Temp Return Air Temp Outdoor Air Temp Chilled Water Hot Water Steam DX Running Stats Component Suction Press Discharge Press Liquid Press Discharge Temp Super -Heat Sub- Cooling Supply Air Temp Return Air Temp Outdoor Air Temp Circuit 1 Circuit 2 Notes: Discrepancies: RTU Log Sheet Site: Date: Model # Serial # Unit Tag# Tech: Unit Tag Voltage: Actual Voltage: L1-L2 L1-L3 L2-L3 Inspection Type: Inspection Task: ☐ Check Electrical Connections ☐ Check All Mechanical Connections ☐ Replace Filters ☐ Replace Belt(s) ☐ Verify Crankcase heaters energized ☐ Grease Bearings (as needed) ☐ Check all damper linkages ☐ Complete Operational Check ☐ Complete Cooling Operational Check ☐ Review System Controls/Alarm History ☐ Save backup of unit file/program ☐ Complete Heating Operational Check ☐ Verify Operation of all Safeties ☐ Clean Condenser Coils (as needed) Notes/Discrepancies: Gas Heat Running Stats Component Incoming Gas Pressure Low Fire Manifold Pressure High Fire Manifold Pressure Temp Rise 1st Stage 2nd Stage 3rd Stage 4th Stage Electric Heat Running Stats Component Nameplate Amps L1 Amps L2 Amps L3 Amps Temp Rise 1st Stage 2nd Stage 3rd Stage 4th Stage Hydronic Heat Running Stats Component Type Control Signal Temp Rise Heating Valve 1 Heating Valve 2 Supply and Ret/EF Fan Motor Amps Component Nameplate Amps L1 L2 L3 Rotation VFD Speed (HZ) Supply Fan #1 Supply Fan #2 Supply Fan #3 Supply Fan #4 Supply Fan #5 Supply Fan #6 Supply Fan #7 Supply Fan #8 EF/Ret Fan #1 EF/Ret Fan #2 EF/Ret Fan #3 EF/Ret Fan #4 EF/Ret Fan #5 EF/Ret Fan #6 EF/Ret Fan #7 EF/Ret Fan #8 Condenser Fan Amps Component Nameplate Amps L1 L2 L3 Rotation VFD Speed (HZ) Cond Fan #1 Cond Fan #2 Cond Fan #3 Cond Fan #4 Cond Fan #5 Cond Fan #6 Cond Fan #7 Cond Fan #8 Cond Fan #10 Cond Fan #11 Cond Fan #12 Cond Fan #13 Cond Fan #14 Cond Fan #15 Cond Fan #16 Cond Fan #17 Cond Fan #18 Cond Fan #19 Cond Fan #20 Cond Fan #21 Cond Fan #22 Cond Fan #23 Cond Fan #24 Compressor Amps/Voltage Component L1amps L2amps L3amps L1-L2 L1-L3 L2-L3 L1- GND L2- GND L3- GND Comp #1 Comp #2 Comp #3 Comp #4 Comp #5 Comp #6 Comp #7 Comp #8 Compressor Running Stats (Cooling) Component Circ # 1 Circ # 2 Circ # 3 Circ # 4 Circ # 5 Circ # 6 Circ # 7 Circ # 8 Suction Pressure Sat Suc Temp Suc Line Temp Super-heat Discharge Press Dis Line Temp Liquid Pressure Sat Liquid Temp Liquid Line Temp Sub-cooling Return Air Temp Supply Air Temp Outdoor Temp Compressor Running Stats (Heating) Component Circ # 1 Circ # 2 Circ # 3 Circ # 4 Circ # 5 Circ # 6 Circ # 7 Circ # 8 Suction Pressure Sat Suc Temp Suc Line Temp Super-heat Discharge Press Dis Line Temp Liquid Pressure Sat Liquid Temp Liquid Line Temp Sub-cooling Return Air Temp Supply Air Temp Outdoor Temp SAF/RAF Log Sheet Site: Date: Model # Serial # Unit Tag# Tech: Inspection Task: ☐ Check Electrical Connections ☐ Check All Mechanical Connections ☐ Check fan assemblys ☐ Grease all bearings as needed ☐ Verify proper alignment ☐ Complete Operational Check Fan Motor Amps Component Nameplate Amps L1 L2 L3 Rotation VFD Speed (HZ) SAF/RAF Fan #1 Notes: Discrepancies: Split System Log Sheet Site: Date: Model # Serial # Unit Tag# Tech: Unit Tag Voltage: Actual Voltage: L1-L2 L1-L3 L2-L3 Inspection Type: Inspection Task: ☐ Check Electrical Connections ☐ Check All Mechanical Connections ☐ Replace Filters ☐ Replace Belt(s) ☐ Verify Crankcase heaters energized ☐ Grease Bearings (as needed) ☐ Check all damper linkages ☐ Complete Operational Check ☐ Complete Cooling Operational Check ☐ Review System Controls/Alarm History ☐ Save backup of unit file/program ☐ Complete Heating Operational Check ☐ Verify Operation of all Safeties ☐ Clean Condenser Coils (as needed) Notes/Discrepancies: Gas Heat Running Stats Component Incoming Gas Pressure Low Fire Manifold Pressure High Fire Manifold Pressure Temp Rise 1st Stage 2nd Stage 3rd Stage 4th Stage Electric Heat Running Stats Component Nameplate Amps L1 Amps L2 Amps L3 Amps Temp Rise 1st Stage 2nd Stage 3rd Stage 4th Stage Hydronic Heat Running Stats Component Type Control Signal Temp Rise Heating Valve 1 Heating Valve 2 Supply and Ret/EF Fan Motor Amps Component Nameplate Amps L1 L2 L3 Rotation VFD Speed (HZ) Supply Fan #1 Supply Fan #2 Condenser Fan Amps Component Nameplate Amps L1 L2 L3 Rotation VFD Speed (HZ) Cond Fan #1 Cond Fan #2 Cond Fan #3 Cond Fan #4 Compressor Amps/Voltage Component L1amps L2amps L3amps L1-L2 L1-L3 L2-L3 L1- GND L2- GND L3- GND Comp #1 Comp #2 Comp #3 Comp #4 Compressor Running Stats Heating Cooling Component Circ # 1 Circ # 2 Circ # 3 Circ # 4 Circ # 1 Circ # 2 Circ # 3 Circ # 4 Suction Pressure Sat Suc Temp Suc Line Temp Super-heat Discharge Press Dis Line Temp Liquid Pressure Sat Liquid Temp Liquid Line Temp Sub-cooling Return Air Temp Supply Air Temp Outdoor Temp VFD Log Sheet Site: Date: Model # Serial # Unit Tag# Softwar Version: Inspection Type: Technician: Inspection Task: ☐ Check All Electrical Connections ☐ Check All Mechanical Connections ☐ Check Opertion of cooling fan ☐ Visusaly Inspect for any signs of oil ☐ Blow out all parts of VFD with nitrogen ☐ Check all safeties and interlocks ☐ Check parameters and complete backup ☐ Review diagnostic History Parameter Changes: Notes: Discrepancies: Water Source Heat Pump Log Sheet Site: Date: Model # Serial # Unit Tag# Tech: Inspection Type: Unit Build Date: Refrigerant Type: Unit Voltage : Inspection Task: ☐ Check Electrical Connections ☐ Check All Mechanical Connections ☐ Verify operation of acutators(where applicable) ☐ Verify correct water flows/DP ☐ Check/Replace filters ☐ Complete Operational Check ☐ Check drain pan and condensate pump ☐ Remove strainer and clean Voltage Measurements: L1-L2: L2-L3: L1-L3: T1: System Amps Component L1 L2 L3 Fan Speed/Comp Mode Supply Fan #1 Compressor #1 DX Cooling Running Stats Component Suction Press Discharge Press Supply Water Temp Return Water Temp Super- Heat Sub- Cooling Supply Air Temp Return Air Temp Circuit 1 DX Heating Running Stats Component Suction Press Discharge Press Supply Water Temp Return Water Temp Super- Heat Sub- Cooling Supply Air Temp Return Air Temp Circuit 1 Notes: Discrepancies: Recommendations Water to Water Heat Pump/Chiller Log Sheet Site: Date: Model # Serial # Unit Tag# Manufacturer: Unit Tag Voltage: Actual Voltage: L1-L2 L1-L3 L2-L3 Inspection Type: Tech: Inspection Task: ☐ Check all electrical connections ☐ Check all mechanical connections ☐ Blow out VFD’s and clean filters ☐ Verify crankcase heaters energized ☐ Complete leak check ☐ Complete operational check ☐ Review system controls/alarm history ☐ Save backup of unit file/program ☐ Check oil level on compressors ☐ Check glycol precentage ☐ Check pressure drops/flowrates ☐ Verifiy operation of flow switches Evaporator/Source Stats: EWT: LWT: Pressure In: Pressure Out: Glycol %: Condenser/Load Stats: EWT: LWT: Pressure In: Pressure Out: Glycol %: 384 Gallatin Park Dr. Suite 201, Bozeman, MT 59771 (O) 406.585.7333 (F) 406.585.7666 Request for Proposals ( RFP) HVAC Preventative Maintenance Present and Projected Workloads Present and Projected Workloads S. Conley Support metrics of current and projected workloads, and available capacity on the scope of work for this proposal. Present and Projected Workload S. Conley Support 2026: Snapshot as of January 26th, 2026 S. Conley Support has developed the following 2026 workload projections based on current CRM data and anticipated service demands. Because our schedule is dynamic, these figures represent our best available forecast as of the date above. Technician Utilization Rate: Over the past five years, our technician utilization rate has consistently ranged between 85% and 90% each month. Including the projected hours for the HVAC Preventative Maintenance Program, we anticipate a technician utilization rate of approximately 86% for 2026. Workforce Expansion Plan: To support continued growth in the Montana market, S. Conley plans to add two additional technicians over the next 6 to 9 months. This growth is in line with our recent trajectory, where we have added 2 technicians each year for the past several years. This expansion will enhance our capacity to fully service the City of Bozeman’s HVAC needs. As of January 26, 2026, S. Conley Support has 4,318 unsold service hours available for 2026. • The City of Bozeman HVAC Preventative Maintenance RFP is projected to require 326 hours. • Due to our historically high service demand—including an average of 20 fully booked days per month—we expect many of the remaining hours to be filled by upcoming service calls and scheduled work. Many of these hours typically involve urgent mechanical HVAC issues reported throughout the year. Max Capacity vs. S. Conley Projected Work As S. Conley Support adds two new technicians in 2026, our maximum service capacity will increase accordingly. With this added capacity, the proportion of projected work—relative to total available hours—naturally trends downward, providing greater flexibility and responsiveness for client needs. 0 400 800 1200 1600 2000 Per Month Max Capacity hr. Available vs Projected Allocated hr before City of Bozman RFP Max Capacity (hrs) per month Projected Hours Allocated Before City of Bozeman PSA Even after onboarding the City of Bozeman’s Preventative Maintenance program, S. Conley Support will continue to maintain adequate capacity to serve existing customers while also accommodating new service requests throughout the year. 0 400 800 1200 1600 2000 Per Month Max Capacity Hrs vs Avaialbe Hrs with Boz. RFP Max Capacity (hrs) per month Projected Hours Allocated Before City of Bozeman PSA Total Hours after Bozeman RFP By December 2026, S. Conley Support’s maximum service hrs. capacity will increase by more than 2,000 hours as a result of adding two new technicians. This expanded capacity provides even greater scheduling flexibility and ensures we can fully support the City of Bozeman’s HVAC service needs while continuing to accommodate our other clients across the region. Max Capacity (hrs) per month0 400 800 1200 1600 JanuaryFebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecemberMax Capacity vs Projected Total Hours Alloacated 2026 ( Based on 2025 Historical Data) Max Capacity (hrs) per month Total Hours with Boz. RFP 384 Gallatin Park Dr. Suite 201, Bozeman, MT 59771 (O) 406.585.7333 (F) 406.585.7666 Request for Proposals ( RFP) HVAC Preventative Maintenance Recent and Current Work S. Conley Support Recent and Current Work for City of Bozeman Montana | Wyoming 406.585.7333 www.SConleySalesInc.com Recent and Current Work for the City of Bozeman: 1. 10-03-2024 Bozeman Public Library- Removed and replaced custom seismic vibration domes on units. 2. 10-22-2024 Bozeman Public Safety Center- MacroAir fan operation and controls troubleshooting. 3. 11-6-2024 Bozeman Public Safety Center- ERV HW Line Leak 4. 02-20-2025 Bozeman Public Safety Center- Troubleshooting Macro Air Fan operation 5. 04-17-2025 Bozeman Public Safety Center- 2025 Annual Planned Service Agreement 6. 9-16-2025 Bozeman Fire Station 1- Firmware upgrade on Macro air celling fan 7. 10-24-2025 Bozeman Facilities Shop- Removed and replaced 16’ diameter ceiling air flow fan. 8. 11-24-2025 Bozeman Fire Station 2- Completed annual maintenance on Electro and Lochinvar Boilers. 9. Bozeman Facilities Shop- Completed -Add and install Qty 2 CET VOC Sensors to East Shop. 384 Gallatin Park Dr. Suite 201, Bozeman, MT 59771 (O) 406.585.7333 (F) 406.585.7666 Request for Proposals ( RFP) HVAC Preventative Maintenance References S. Conley Support Customer References Montana | Wyoming 406.585.7333 www.SConleySalesInc.com Professional References The following list of references gives an example of our clientele and who we work with in the industry. The references include the Company/Facility in which we conduct business with, the Representative for whom we deal with, and the scope in which we perform for the customer. All our references the client has agreed to serve as a professional reference for this proposal Reference 1: - Montage at Big Sky- 995 settlement Trail, Big Sky, MT 59716 Moe Modaan Director of Engineering Moe.Modaan@montage.com (406)993-3836 S. Conley Support has been providing preventative maintenance for Montage since 2022 which includes Annuals, biannuals, and quarterlies on all of their base building HVAC equipment. This includes Chillers, Boilers, AHU’s, Pumps, Cooling Towers, ERV’s, DOAS, and VFD’s. Reference 2: - Ravalli Electric – 143 Bell Xing W,, Victor, MT, 59875 Josh Blair Purchasing and Fleet Manager jblair@ravallielectric.com (406)369-3076 S. Conley Support has been providing preventative maintenance for Ravalli Electical Co-Op since 2022 which includes Annuals, biannuals and quarterlies on all of their HVAC equipment. This includes LG VRF, Water Furnace Water to Water Chillers, pumps, VFD’s, Electric Boilers, and dry coolers. Reference 3: - Citizens Alliance Bank—409 3rd St NW Great Falls, MT, 59404 Gordy Woltjer Facilities and Grounds Manager gwoltjer@citizensalliancebank.com (320)847-3702 S. Conley Support has been providing preventative maintenance for Citizens Alliance Bank since 2022 which includes Annuals, biannuals and quarterlies on all of their HVAC equipment. This includes WSHP’s, Water Furnace Water to Water Chillers, pumps, VFD’s, Lochinvar boilers, Valent DOAS and dry coolers. Montana | Wyoming 406.585.7333 www.SConleySalesInc.com Reference 4: - Elkhorn Commissioning Group--80789 Gallatin Rd, Bozeman, MT, 59718 Kevin Smith Professional Engineer kevin@elkhorncx.com (406)403-6526 S. Conley Support has worked with Kevin and the Elkhorn Commissioning team on numerous projects to execute a complete startup for the customer. This has been on every type of application and equipment within the HVAC industry. Some major projects of note are Bozeman Airport, Missoula Airport, Several MSU projects, Benefis HP, and Logan Health, to name a few. S. Conley Support holds Kevin and his team in high regard and thankful for their expertise and direction within the industry. . 384 Gallatin Park Dr. Suite 201, Bozeman, MT 59771 (O) 406.585.7333 (F) 406.585.7666 Request for Proposals ( RFP) HVAC Preventative Maintenance Price Proposal S. Conley Support Price Proposal Signed Price Proposal Form (Appendix C) with yearly amounts per building S. Conley Support 1-29-2026 $161.00 $161.00 $241.50 OT/ $322.00 Double Time / Holiday $402.50 30% $644.00 $12,558.00 $3864.00 $5152.00 $2576.00 $2576.00 $5152.00 $1288.00 $4508.00 $3864.00 $3864.00 $644.00 $2576.00 $3220.00 384 Gallatin Park Dr. Suite 201, Bozeman, MT 59771 (O) 406.585.7333 (F) 406.585.7666 Request for Proposals ( RFP) HVAC Preventative Maintenance Affirmation of Nondiscrimination Affirmation of Nondiscrimination ( Appendix A) Signed by S. Conley Support