HomeMy WebLinkAboutOpening of Proposals - HVAC Preventative Maintenance Plan for VPA - Dynamic Mechanical Servicesynamic
echanica/
ervices
11-21-16
City Of South Bend Board of Public Works
227 W. Jefferson Blvd.
South Bend, IN 46601
Dear Board,
Dynamic Mechanical Services, Inc
1606 Chestnut Street
Mishawaka, IN 46545
Phone:574-257-0123
Fax:574-257-0126
I would like to thank you in advance for considering Dynamic Mechanical Services, Inc.
We are a locally owned and managed Mechanical Contractor based in Mishawaka,
Indiana offering numerous services for our customers, some of which are listed below.
Dynamic Mechanical Services, Inc. was established by Kevin Conery and Mike Bacsa in
2004 and is an Indiana Corporation. Kevin has over 17 years in the industry and Mike
Bacsa has over 22 years associated with Local 172 Plumbers and Pipefitters. Our
company is a full service mechanical contractor that is expanding and growing rapidly.
We have a wide range of experience including medical facilities, commercial buildings,
industrial facilities, water features, and wastewater treatment facilities. We perform
commercial and/or industrial, new and/or retrofit construction. We also perform budgetary
services for various Owners and/or Prime Contractors and have Design/Build-
Design/Assist capabilities. We have completed several Performance Contracts with
energy saving groups.
In addition to providing you the following services and information, we can also provide
you with several cost effective "Service Agreement Proposals" on your Heating and Air
Conditioning Equipment. We currently have 12 service technicians. In which we have a
Nate Certified Tech. along with Platinum Certified for Aerco boilers. Years of experience
for HVAC is over 100 years of experience. On the plumbing side we have 25 men with
over 250 years of experience.
The following is a partial list of the services we offer:
• HVAC and Refrigeration Service, Repair, and Maintenance Programs
• HVAC Replacement services, all sizes from residential A/C units to commercial
chillers, offering brand of your choice
• Boilers, boiler service, and hot water systems
• HVAC and Refrigeration Controls
• Industrial Piping
Your Single Source Provider For ALL Of Your Mechanical Needs
ynamic
echanical
ervices
Backflow preventer inspections (State Required)
Dynamic Mechanical Services, Inc
1606 Chestnut Street
Mishawaka, IN 46545
Phone:574-257-0123
Fax: 574-257-0126
Our exceptional office staff, along with the President, Kevin Conery and Vice President
Mike Bacsa, consists of a General Manager, a Service Manager, two Estimator/Project
Managers, an Accounting Manager and Office Admin. We have had a broad range of
experience gained from successfully completed projects and employ the most current in-
house computer technology for cost, scheduling, quality control, and maintenance
tracking. Through a staff selected for their experience and competence, we guarantee our
performance.
With the combination of an experienced project management team, exceptionally qualified
field supervision, and a dedication to superior performance, Dynamic Mechanical
Services, Inc. can complete your project on time with quality.
Hopefully, you will consider Dynamic Mechanical Services, Inc. as your service provider.
If you have any upcoming plumbing or HVAC needs, please contact us at (574) 257-0123.
Sincerely,
Kevin Cone
President
Dynamic Mechanical Services, Inc.
Phone 574-257-0123
Fax 574-257-0126
mbacsa@dynam icmechanical. net
Your Single Source Provider For ALL Of Your Mechanical Needs
ynamic
echanica/
ervices
November 21, 2016
City of South Bend Board of Public Works
227 W. Jefferson Blvd.
South Bend, IN 46601
RE: Maintenance Proposal
Dear Nick:
Please find attached references:
St. Joseph County Public Library (Customer over 12 years)
304 S. Main St.
South Bend, IN 46601
Contact Dave Woodcox 574-282-4646
City of Mishawaka (Customer over six years)
600 E. Third St.
Mishawaka, IN 46545
Contact Ken Prince 574-258-1601
Saint Mary's College (Customer over 10 years)
118 Facilities Building
Notre Dame, IN 46556
Contact Steve Donaldson 574-284-4827
St. Joseph County City (Customer for 12 years)
227 W. Jefferson Blvd.
South Bend, IN 46601
Contact Bob Hedl 235-9720
Martins Super Markets (customer over 12 years)
760 Cotter St.
South Bend, IN 46613
Contact Ted Alwine 234-5848
Sincerely,
Kevin Conery
President
Dynamic Mechanical Services, Inc
1606 Chestnut Street
Mishawaka, IN 46545
Phone:574-257-0123
Fax: 574-257-0126
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1316 COUNTY -CITY BUILDING 9 - ,> PHONE 574/235-9251
227 W. JEFFERsON BOULEVARD FAX 574/235-9171
SOUTH BEND. INDIANA 46601-1830 1865 TDD 574/235-5567
CITY OF SOUTH BEND PETE BUTTIGIEG, MAYOR
BOARD OF PUBLIC WORKS
Date: November 21, 2016
To: All Planholders
From Linda M. Martin, Clerk, Board of Public Works
Subject Addendum Number: 1
Project Name:
HVAC PREVENTATIVE MAINTENANCE PLAN
Project Number: REQUEST FOR PROPOSALS
ACKNOWLEDGEMENT OF RECEIPT OF ADDENDUM
Date Received:
This addendum is being forwarded to you for the above referenced project.
Please sign below and acknowledge receipt of this Addendum
by faxing this sheet to the Board of Public Works at (574) 235-9171
within 48 hours of receipt. A copy MUST also be included with your
bid package upon submittal.
THIS ADDENDUM MAY AFFECT YOUR BID.
Notes:
The attached documents are hereby added to the Specifications and Contract
Documents and become a part of herein.
Company:
Authorized Si,
Date: %
Version 4/2/2015
oLTr1aF
{
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1316 COUNTY -CITY BUILDING - w PHONE 574/235.9251
227 W. JEFFERSON BOULEVARD y FAX 574/ 235-9171
SOUTH BEND, INDIANA 46601-1830 1865 TDD 574/ 235-5567
CITY OF SOUTH BEND PETE BUTTIGIEG, MAYOR
BOARD OF PUBLIC WORKS
PROJECT NAME: HVAC PREVENTATIVE MAINTENANCE PLAN
REQUEST FOR PROPOSALS
ADDENDUM NO. 1
Date: November 21, 2016
To: All Plan Holders
From: Linda M. Martin, Clerk of the Board of Public Works
The following information is to be changed/added to the contract documents:
• The Daikin unit on the Press Box Production Room at Four Winds Field will be included
as a PM equipment that was previously not on the list.
• The 2 Trane units at King Center are listed and are to PM'ed once in the spring and once
in the fall.
• Prevailing wage: We do not require.
• Capability/ Skills and Employees; A detailed list of employees and related experience is
not required. Include a summary of the number of employees, years of service, related
certifications, and related licenses. Example: 100 employees in company ABC. 20 for
HVAC with combined 75 years' experience and all hold a cert and license in the field.
25 employees are welders that have 100 years' experience and hold certifications in these
fields.
Subcontracting is allowed. Each subcontractor is to be listed in the proposal.
Subcontractor information must include the same company data requirements listed in the
RFP.
A FULL AND COMPLETE COPY OF EACH CORRECTED PAGE IS
ATTACHED TO THIS ADDENDUM.
You must acknowledge receipt of this addendum by signing the first page and
returning it via facsimile to (574) 235-9171.
— This addendum consists of a total of 2 pages —
Version 4/2/2015
When the prospective Contractor is unable to certify to any of the statements below, it shall attach an explanation to this Affidavit.
CONTRACTOR'S NON -COLLUSION AND NON -DEBARMENT AFFIDAVIT, CERTIFICATION REGARDING
INVESTMENT WITH IRAN, EMPLOYMENT ELIGIBILITY VERIFICATION, NON-DISCRIMINATION
COMMITMENT AND CERTIFICATION OF USE OF UNITED STATES STEEL PRODUCTS OR FOUNDRY
PRODUCTS
(Must be completed for all quotes and bids. Please type or print)
STATE OF )
�ll ) SS:
4'J.� igNTY )
The undersigned Contractor, being duly sworn upon his/her/its oath, affirms under the penalties of perjury that:
1. Contractor has not, nor has any other member, representative, or agent of the firm, company, corporation or
partnership represented by him, entered into any combination, collusion or agreement with any person relative to the
price to be bid by anyone at such letting nor to prevent any person from bidding nor to induce anyone to refrain from
bidding, and that this bid is made without reference to any other bid and without any agreement, understanding or
combination with any other person in reference to such bidding. Contractor further says that no person or persons,
firms, or corporation has, have or will receive directly or indirectly, any rebate, fee, gift, commission or thing of
value on account of such sale; and
2. Contractor certifies by submission of this proposal that neither contractor nor any of its principals are
presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from
participation in this transaction by any Federal department or agency; and
3. Contractor has not, nor has any successor to, nor an affiliate of, Contractor, engaged in investment activities
in Iran.
a. For purposes of this Certification, "Iran" means the government of Iran and any agency or
instrumentality of Iran, or as otherwise defined at Ind. Code § 5-22-16.5-5, as amended from time -to -
time.
b. As provided by Ind. Code § 5-22-16.5-8, as amended from time -to -time, a Contractor is engaged in
investment activities in Iran if either:
i. Contractor, its successor or its affiliate, provides goods or services of twenty million dollars
($20,000,000) or more in value in the energy sector of Iran; or
ii. Contractor, its successor or its affiliate, is a financial institution that extends twenty million
dollars ($20,000,000) or more in credit to another person for forty-five (45) days or more, if
that person will (i) use the credit to provides goods and services in the energy sector in Iran;
and (ii) at the time the financial institution extends credit, is a person identified on list
published by the Indiana Department of Administration.
4. Contractor does not knowingly employ or contract with an unauthorized alien, nor retain any employee or
contract with a person that the Contractor subsequently learns is an unauthorized alien. Contractor agrees that
he/she/it shall enroll in and verify the work eligibility status of all of Contractor's newly hired employees through
the E-Verify Program as defined by I.C. 22-5-1.7-3. Contractor's documentation of enrollment and participation in
the E-Verify Program is included and attached as part of this bid/quote; and
5. Contractor shall require his/her/its subcontractors performing work under this public contract to certify that
the subcontractors do not knowingly employ or contract with an unauthorized alien, nor retain any employee or
contract with a person that the subcontractor subsequently learns is an unauthorized alien, and that the subcontractor
has enrolled in and is participating in the E-Verify Program. The Contractor agrees to maintain this certification
throughout the term of the contract with the City of South Bend, and understands that the City may terminate the
contract for default if the Contractor fails to cure a breach of this provision no later than thirty (30) days after being
notified by the City.
6. Persons, partnerships, corporations, associations, or joint venturers awarded a contract by the City of South
Bend through its agencies, boards, or commissions shall not discriminate against any employee or applicant for
employment in the performance of a City contract with respect to hire, tenure, terms, conditions, or privileges of
employment, or any matter directly or indirectly related to employment because of race, sex, religion, color, national
origin, ancestry, age, gender expression, gender identity, sexual orientation or disability that does not affect that
person's ability to perform the work.
In awarding contracts for the purchase of work, labor, services, supplies, equipment, materials, or any combination
of the foregoing including, but not limited to, public works contracts awarded under public bidding laws or other
contracts in which public bids are not required by law, the City, its agencies, boards, or commissions may consider
the Contractor's good faith efforts to obtain participation by those Contractors certified by the State of Indiana as a
Minority Business ("MBE") or as a Women's Business Enterprise ("WBE") as a factor in determining the lowest,
responsible, responsive bidder.
In no event shall persons or entities seeking the award of a City contract be required to award a subcontract to an
MBE/WBE; however, it may not unlawfully discriminate against said WBE/MBE. A finding of a discriminatory
practice by the City's MBE/WBE Utilization Board shall prohibit that person or entity from being awarded a City
contract for a period of one (1) year from the date of such determination, and such determination may also be grounds
for terminating the contact for which the discriminatory practice or noncompliance pertains.
7. The undersigned contractor agrees that the following nondiscrimination commitment shall be made a part of
any contract which it may henceforth enter into with the City of South Bend, Indiana or any of its agencies, boards
or commissions.
Contractor agrees not to discriminate against or intimidate any employee or applicant for employment in the
performance of this contract with privileges of employment, or any matter directly or indirectly related to
employment, because of race, religion, color, sex, gender expression, gender identity, sexual orientation, handicap,
national origin or ancestry. Breach of this provision may be regarded as material breach of contract.
1, the undersigned bidder or agent as contractor on a public works project, understand my statutory obligations to the
use of steel products or foundry products made in the United States (I.C. 5-16-8-1). 1 hereby certify that I and all
subcontractors employed by me for this project will use steel products or foundry products made in the United States
on this project if awarded. 1 understand I have an affirmative duty to notify the City in my bid that my proposal does
not include the use of steel products or foundry products made in the United States. I understand it is my sole
obligation and responsibility to provide ajustification to the City, subject to review and approval, why the cost of
United States made steel or foundry products is unreasonable. Prior to award and upon submission of bid which
does not use steel products or foundry products made in the United States, the City, through its director of public
works, shall make a determination if the price of United States made steel or foundry is unreasonable. I understand
that violations hereunder may result in forfeiture of contractual payments.
I hereby affirm under the penalties of perjury that the facts and information contained in the foregoing bid for public works
are true and correct.
Dated this Z/ day of�, 20�
is �«. jAaL,4,-vC�4[&f AXcCfs
Co tractor/Bidder (Firm)
Sigl7ature of. }Contractor/Bidder or Itss Agent
Printed Name and Title'
Subscribed and sworn to before me this
this ^ `5day of �I 20 1 (0
My Commission Expires `�—a't_( � 1 LO_
Notary Public ........
County of Residence Z+
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hanica/
ervices
November 21, 2016
South Bend Board of Public Works
227 W. Jefferson Blvd.
South Bend, IN 46601
Dear Nick:
Dynamic Mechanical Services, Inc
1606 Chestnut Street
Mishawaka, IN 46545
Phone: 574-257-0123
Fax: 574-257-0126
Dynamic Mechanical Services, Inc. is pleased to provide the following proposal
for HVAC equipment located at the Four Winds Field 501 W. South St. location.
We plan to perform the following:
Spring Inspections:
1. Check of all compressor(s), refrigerant pressures and temperatures
2. Check oil levels and refrigerant charge
3. Visually check for leaks
4. Verify proper operation of equipment
5. Check control circuit and electrical circuit including voltages and amps
6. Check motors, belts, and bearings lubricate as required
7. Inspect coils and recommend cleaning as needed
8. Inspection of all operating controls and safety controls
9. Inspect and clean drain pan and drain lines as needed
Fall Inspections:
1. Check gas pilot(s), burner(s), pressures and operation
2. Verify proper operation
3. Check burner and heat exchanger
4. Check pilot and ignition electrical system
5. Test all safety and operating controls
6. Check motors, belts, and bearings lubricate as required
7. Check flue piping and flue fire box
8. Inspection of all operating controls and safety controls
List of equipment to be covered under this proposal.
Qtv
Manufacturer Location
Type
1
Bryan
Basement Mech
Boiler CL-15OW-FDO
1
Carrier
Ticket Office
AHU-1 40RR008530
1
Carrier
Operations
AHU-2 40CH048300
1
Carrier
Visitors Side
AHU-3 40RR208000
Your Single Source Provider For ALL Of Your Mechanical Needs
%:7ic
hanical
ervices
Dynamic Mechanical Services, Inc
1606 Chestnut Street
Mishawaka, IN 46545
Phone:574-257-0123
Fax: 574-257-0126
1
Carrier
Roof
AHU-4 40RRO24-020
1
Carrier
Upper Deck
RTU-1 48HCED08A2A6AOBOAO
1
Carrier
Upper Deck
RTU-2 48HCEA06A2A6AOBOAO
1
Carrier
Upper Deck
RTU-3 48HCED08A2A6AOBOAO
1
Carrier
Roof
CU-1 38EHO4850ODL
1
Carrier
Home Side
CU-2 4ton
1
Carrier
Roof
CU-3 38AH-028-511AA
1
Carrier
Roof
CU-4 38AH-024-511A
1
Hastings
Concourse
MAU-1 P-50-G
1
Hastings
Concourse
MAU-2 P-50-G
1
Reznor
Barn
UH UDAP150
1
Carrier
Owners Suite
SS-1 40A0030300BU
1
Carrier
SS-3
SS-3 40A0030300BU
1
Carrier
Home Plate
SS-4 42BHE121D41-612120E
1
Carrier
Press Box
SS-5 42BHE101D41-60910DE
1
Mitsubishi
Suite 1
MSS-1 PLA-A30BA4
1
Mitsubishi
Suite 2
MSS-1 PLA-A30BA4
1
Mitsubishi
Suite 3
MSS-1 PLA-A18BA4
1
Mitsubishi
Suite 4
MSS-4 PLA-A18BA4
1
Mitsubishi
Suite 5
MSS-5 PLA-A30BA4
1
Mitsubishi
Suite 6
MSS-6 PLA A30BA4
10
Marathon
Various
HVAC Pumps
16
Various
Roof
Exhaust Fans
1
Sterling
Upper Deck
DF-1 RTC-250-A
Barber Coleman Temp Controls
Inspections will be made 2 times per year.
Belts will be replaced (1) annually.
Each Inspection: $4,212.00
Annual Total: $8,424.00
This quote has been figured using straight time hours, Monday thru Friday,
7:30AM to 4PM.
Also provided is 24 hours a day, 7 days a week emergency service with a 2 hour
response time if needed.
Your Single Source Provider For ALL Of Your Mechanical Needs
%:7ic
hanica/
ervices
Dynamic Mechanical Services, Inc
1606 Chestnut Street
Mishawaka, IN 46545
Phone:574-257-0123
Fax:574-257-0126
Service Calls: Any repairs needed outside of this maintenance agreement will be
either quoted or performed on a time and material basis at $88.00 per hour.
Truck Charge of $10.00 Parts will be marked up 10%.
Thank you for the opportunity to quote your work. If you have any questions or
comments concerning this quote, please feel free to contact me at your
convenience.
Sincerely,
Kevin Conery
President
Dynamic Mechanical Services, Inc
ACCEPTANCE OF PROPOSAL
The above price, specifications and conditions are satisfactory and are hereby
accepted. You are authorized to do the work as specified. Payment will be
made net 30 days. Sign, date and return one copy to us as acceptance.
DATE:
SIGNATURE:
Your Single Source Provider For ALL Of Your Mechanical Needs
ynamic
echanical
ervices
November 21, 2016
South Bend Board of Public Works
227 W. Jefferson Blvd.
South Bend, IN 46601
Dear Nick:
Dynamic Mechanical Services, Inc
1606 Chestnut Street
Mishawaka, IN 46545
Phone: 574-257-0123
Fax: 574-257-0126
Dynamic Mechanical Services, Inc. is pleased to provide the following proposal
for HVAC equipment located at the Century Center 120 S. St. Joseph St.
We plan to perform the following:
Spring Inspections:
Centrifugal Annual Inspection
Description
• Initial Site Inspection
• Review Diagnostics (Standard)
• Manual Chiller Log (Applied)
• Oil Level Check (Screw Machines) Per Circuit
• Compressor And Oil Separator Heater Check
• Oil Analysis Per Circuit
• Flow/Differential Mechanical Switch Check
• Customer Notification Of Chiller Shut Down Including Lock Out
• Leak Test Inspection (Positive Pressure)
• Control Panel Calibration Check
• Low Temperature Sensor Calibration
• Control Panel Electrical Inspection - Centrifugal
• Compressor Starter Inspection (Wye -Delta Closed Transition) Series R Air
Cooled
• Meg Compressor Motor
• Pre -Start Chiller Check (Standard)
• Start Chiller
• Compressor Check (HeliRotor Compressors)
• High Side Leak Check Inspection
Spring and Fall Inspections:
Lochinvar Boilers
• Check gas pilot(s), burner(s), pressures and operation
• Verify proper operation Check burner and heat exchanger
Your Single Source Provider For ALL Of Your Mechanical Needs
ynamic
echanica/
ervices
• Check pilot and ignition electrical system
• Test all safety and operating controls
• Check motors lubricate as required
• Check flue piping and flue fire box
• Inspection of all operating controls and safety controls
List of equipment to be covered under this proposal.
Dynamic Mechanical Services, Inc
1606 Chestnut Street
Mishawaka, IN 46545
Phone:574-257-0123
Fax: 574-257-0126
Qtv
Manufacturer
Location
Type
6
Aerco Boilers
Basement Mech
BMK 2.0
2
Carrier Chillers
Basement Mech
19XRV42422373KEH6
2
Lochinvar
Basement Mech
WH AWN399PM
Inspections will be made 2 times per year on the Lochinvar water heaters.
Once on the Chillers
Once on the Aerco Boilers with 12 month Kits.
Each Inspection: $5,468.00
Annual Total: $10,936.00
This quote has been figured using straight time hours, Monday thru Friday,
7:30AM to 4PM.
Also provided is 24 hours a day, 7 days a week emergency service with a 2 hour
response time if needed.
Note: The chiller maintenance will be performed by The Trane Company.
Dynamic will clean the tubes. And perform maintenance on the boilers and the
water heaters.
The chiller labor rate is as follows:
$130.00 per hour
$195.00 OT
$260.00 Sundays and Holidays
Non Chiller Service Calls:
Any repairs needed outside of this maintenance agreement will be either quoted
or performed on a time and material basis at $88.00 per hour.
Truck Charge of $10.00 Parts will be marked up 10%.These labor rates are good
for two years.
Your Single Source Provider For ALL Of Your Mechanical Needs
%:7ic
hanica/
ervices
Dynamic Mechanical Services, Inc
1606 Chestnut Street
Mishawaka, IN 46545
Phone:574-257-0123
Fax:574-257-0126
Thank you for the opportunity to quote your work. If you have any questions or
comments concerning this quote, please feel free to contact me at your
convenience.
Sincerely,
r
Kevin Conery
President
Dynamic Mechanical Services, Inc
ACCEPTANCE OF PROPOSAL
The above price, specifications and conditions are satisfactory and are hereby
accepted. You are authorized to do the work as specified. Payment will be
made net 30 days. Sign, date and return one copy to us as acceptance.
DATE:
SIGNATURE:
Your Single Source Provider For ALL Of Your Mechanical Needs
ynamic
echanica/
ervices
November 21. 2016
South Bend Board of Public Works
227 W. Jefferson Blvd.
South Bend, IN 46601
Dear Nick:
Dynamic Mechanical Services, Inc
1606 Chestnut Street
Mishawaka, IN 46545
Phone: 574-257-0123
Fax:574-257-0126
Dynamic Mechanical Services, Inc. is pleased to provide the following proposal
for FIVAC equipment located at the Martin Luther King Gym 1522 Linden Ave.
location.
We plan to perform the following:
Spring Inspections:
1. Check of all compressor(s), refrigerant pressures and temperatures
2. Check oil levels and refrigerant charge
3. Visually check for leaks
4. Verify proper operation of equipment
5. Check control circuit and electrical circuit including voltages and amps
6. Check motors, belts, and bearings lubricate as required
7. Inspect coils and recommend cleaning as needed
8. Inspection of all operating controls and safety controls
9. Inspect and clean drain pan and drain lines as needed
Fall Inspections:
1. Check gas pilot(s), burner(s), pressures and operation
2. Verify proper operation
3. Check burner and heat exchanger
4. Check pilot and ignition electrical system
5. Test all safety and operating controls
6. Check motors, belts, and bearings lubricate as required
7. Check flue piping and flue fire box
8. Inspection of all operating controls and safety controls
List of equipment to be covered under this proposal.
Qty Manufacturer Location Type
2 Trane Ground Series—AGD210D3
Your Single Source Provider For ALL Of Your Mechanical Needs
ynamic
echanica/
ervices
Inspections will be made 2 times per year.
Belts will be replaced (1) annually.
Each Inspection: $1,131.00
Annual Total: $2,262.00
Dynamic Mechanical Services, Inc
1606 Chestnut Street
Mishawaka, IN 46545
Phone:574-257-0123
Fax:574-257-0126
This quote has been figured using straight time hours, Monday thru Friday,
7:30AM to 4PM.
Also provided is 24 hours a day, 7 days a week emergency service with a 2 hour
response time if needed.
Service Calls: Any repairs needed outside of this maintenance agreement will be
either quoted or performed on a time and material basis at $88.00 per hour.
Truck Charge of $10.00 Parts will be marked up 10%.
Thank you for the opportunity to quote your work. If you have any questions or
comments concerning this quote, please feel free to contact me at your
convenience.
Sincerely,
Kevin Conery
President
Dynamic Mechanical Services, Inc
ACCEPTANCE OF PROPOSAL
The above price, specifications and conditions are satisfactory and are hereby
accepted. You are authorized to do the work as specified. Payment will be
made net 30 days. Sign, date and return one copy to us as acceptance.
DATE:
Your Single Source Provider For ALL Of Your Mechanical Needs
EXECUTIVE SUMMARY
This Scheduled Service Agreement from Trane offers an exclusive approach to
planned maintenance: It is grounded in worldwide expertise. Delivered locally by
our own factory trained technicians. And provided according to your needs.
Under this service agreement, you will hand off the responsibilities for planning,
scheduling and managing routine maintenance to Trane. You will have a team of
true professionals keeping your HVAC equipment running efficiently and
reliability.
As an HVAC service provider, Trane offers many advantages:
• Confidence that your HVAC equipment is being cared for according to
OEM best practices for both frequency and procedures
• Priority service, available 24-hours a day, giving your facility precedence
during urgent situations
• Advanced diagnostic technologies, allowing our technicians to analyze
system performance more comprehensively, so they can identify and
correct a broader set of conditions
Protect your bottom line. Proper maintenance can save an estimated 12 to 18
percent of your budget compared to a run -to -fail approach. This service
agreement will help you capture those savings. (FEMP) O&M Guide 2010
When it comes to service effectiveness,
experience matters. No other provider
has more experience than Trane.
• 100+ years of system and
equipment experience
• 35+ years in building
automation systems (BAS)
• 20+ years in energy services
Trane procedures for
All Trane technicians
Trane incident rates
You will have a
handling refrigerant are
follow documented
(OSHA) are consistently
consistent group of
compliant with federal
processes ensuring
50 to 70 percent below
Trane employees
and state regulations,
uniform service delivery.
industry averages.
dedicated to your
account.
THE WARRANTY PERIOD
During the Trane Limited Equipment Warranty period, service interactions give your Trane team additional sightlines into
equipment performance. Equipment anomalies are more likely to be detected, and resolved, within the warranty period.
Any warranty issues found during routine maintenance or service calls will be reported to you immediately.
ADDITIONAL SUPPORT
Trane offers a wide range of maintenance and repair services beyond the scope of this service agreement. Ask your
Trane representative for details.
I
SCOPE OF SERVICES - STANDARD INCLUSIONS
ANY HVAC SYSTEM IS ONLY AS STRONG AS ITS INDIVIDUAL
MECHANICAL COMPONENTS.
This service agreement with Trane protects and enhances full system functionality by ensuring that components are well
maintained and functioning to OEM standards. And it is tailored to your needs. The following are the standard inclusions of
your service agreement:
Factory authorized Trane service technicians perform all periodic
maintenance, following OEM standards, to keep HVAC and BAS
equipment running optimally and prevent unplanned downtime. Trane
assumes all responsibilities for planning, scheduling and managing
routine maintenance on Trane HVAC equipment and other brands.
Advantages
• Trust one assigned maintenance team for all HVAC equipment
brands
• Receive consistent service outcomes through proprietary Six
Sigma maintenance procedures
• Save money compared to ad -hoc service calls
Implementation:
• Technician visits are scheduled in advance
• Service is completed during normal business hours
• Basic supplies, such as grease, cleaning solvents and wiping cloths, are included in the annual fee
0 TRANE
Refrigerant Management provides systematic refrigerant tracking and
oversight. Trane provides refrigerant documentation and reporting in
compliance with U.S. Environmental Protection Agency (EPA)
requirements.
Advantages:
• Stay in compliance with local, state and federal regulations
• Provide acceptable documentation to authorities during audits
• Maintain company environmental standards
• Detect potential refrigerant leaks before equipment damage
occurs
Implementation:
• Technicians collect refrigerant information for covered equipment during onsite visits
• Refrigerant data and technician activity are entered into the Trans Refrigerant Management System
• Periodic Refrigerant Usage Reports are generated according to your needs
Trans Laboratory Analysis tests system fluids for contaminants and other physical characteristics and trends. Conditions
indicating sub -optimal HVAC system performance are identified before issues become critical.
Advantages:
• Head off equipment failures and unplanned downtime
• Identify long-term equipment performance trends
• Gain definitive insights through Trane experience and expertise
Implementation:
• Samples collected by Trane technicians during maintenance as stated in this agreement
• Laboratory analysis of oil, absorption solutions and refrigerants
• Consistent testing according to Trane best -practice protocols year after year
TRANE
APPENDIX
SERVICE BEST PRACTICES
Trane is completely dedicated to making buildings better. The ongoing pursuit
of better buildings, using our long-term domain expertise to push new
technologies into everyday use, keeps us at the forefront of the industry.
In addition to the services details in the agreement above, we take practical
steps every day to ensure our approach is safe and efficient.
SAFETY
Since 2003, U.S. Bureau of Labor Statistics records have consistently shown
the Total Recordable Incident Rate (TRIR) and Days Away From Work
(DAFW) for Trane have been significantly lower than those for HVAC repair
and maintenance contractors and specialty trade contractors (construction).
The company's safety culture in America is unparalleled in the building
service industry, with proven results in the continuous reduction of injury
rates. Trane incident rates (OSHA) are consistently 50 to 70 percent below
the industry average.
A wide range of safety training and resources are available to Trane
technicians, including:
• Safety training-20 hours per year
• Electrical safety—NFPA 70E compliant, electrical PPE
• Fall protection
• Ergonomics
• Smith System Safe Driving Program
• USDOT compliance
• Refrigerant management training
ENVIRONMENTAL PRACTICES
Trane policies and procedures are compliant with all federal and state regulations. Refrigerant (and substitutes) handling,
storage and leak repair processes are compliant with Environmental Protection Agency regulation 40 CFR Part 82. Service
technicians are Universal -certified and use only certified recovery equipment
Refrigerant Management Software (RMS) captures, manages and reports all refrigerant activity at your site. Annually, Trane
will send you a report documenting all refrigerant activity that we performed for each piece of equipment during the past 12
months
Trane adheres to all environmental regulations when removing used oil from refrigeration units. We have a national contract
with a qualified supplier to recycle or dispose of used oil appropriately.
CONSISTENCY
Nationwide, Trane technicians follow documented, formal processes that ensure uniform service delivery. As an OEM, Trane
has developed exclusive service procedures which provide the most reliable outcomes, and extended equipment longevity,
at the most cost-effective price.
• Exclusive service work Flow processes provide detailed steps and information encompassing parts, materials, tools
and sequence of execution
• Additional steps addressing safety, quality control, work validation and environmental compliance
• Technicians must consistently reference documented processes to ensure no critical steps are skipped or omitted
• Applicable service processes meet or exceed ASHRAE 180-2008 Standard Practice for Inspection and
Maintenance of Commercial Building HVAC Systems
CUSTOMER SERVICE FLOWS
The following Customer Service Flows provide additional service description detail for Covered Equipment. Note: There may
be differences per the agreement in the work being performed between sites and the equipment on those sites. This section
clarifies differences in the work being performed between sites and the equipment on those sites:
Service 1: Centrifugal Annual Inspection
Description
• Initial Site Inspection
• Review Diagnostics (Standard)
• Manual Chiller Log (Applied)
• Oil Level Check (Screw Machines) Per Circuit
• Compressor And Oil Separator Heater Check
• Oil Analysis Per Circuit
• Flow/Differential Mechanical Switch Check
• Customer Notification Of Chiller Shut Down Including Lock Out
• Leak Test Inspection (Positive Pressure)
• Control Panel Calibration Check
• Low Temperature Sensor Calibration
• Control Panel Electrical Inspection - Centrifugal
• Compressor Starter Inspection (Wye -Delta Closed Transition) Series R Air Cooled
• Meg Compressor Motor
• Pre -Start Chiller Check (Standard)
• Start Chiller
• Compressor Check (HeliRotor Compressors)
• High Side Leak Check Inspection