CMP_Check_Lists.pdf

Preventive Maintenance Checklist:

Asset Type: AHU

Description: AIR HANDLING UNIT (BELT DRIVE)

Frequency: AN 4Estimated Time (hours):AH16ANCode:

(T)ools, (S)afety Equipment, and (M)aterials Required

Mechanic’s tool set.1

Grease gun.2

Fan bearing grease.3

Polyrex-EM grease for motors.4

Biocide.5

Vacuum.6

Fin comb.7

Cleaning tools and materials.8

Hose and bucket for cleaning strainers.9

Infrared tester.10

Vibration analysis tester.11

Megger.12

Clamp-on amp meter.13

Refrigerant leak test equipment14

Belts15

Replacement filters.16

Safety Procedures

Schedule work with operating personnel.1

Follow site safety rules for lockout and tagout.2

Review and follow the manufacturer’s instructions.3

Record equipment damage or deficiencies.4

Follow safety and environmental procedures for handling refrigerants (DX units only).5

Record results in the equipment history log.6

Procedures

Pre-work operational tests with unit operating:

Check for unusual noise or vibration.

Perform vibration analysis. Record corrective measures if needed.

Perform thermal analysis. Record corrective measures if needed.

Stop the unit and clean/adjust:

Clean exterior of unit.

Inspect panels for damage.

Inspect air hoods and air louvers for damage and debris.

Inspect bird screens for damage and debris.

Inspect mist eliminators for damage, dirt and debris.

Check and clean grills, dampers, vanes, linkages as required.

Check damper actuators and linkage for proper operation. Adjust linkage on dampers if out of alignment.

PM Checklist Page 1 of 3Printed Tuesday, March 14, 2017 AH16AN

Description: AIR HANDLING UNIT (BELT DRIVE)

Frequency: AN 4Estimated Time (hours):AH16ANCode:

Lubricate mechanical connections of dampers sparingly.

Vacuum interior of unit if necessary.

Check doors, handles, latches and hinges for proper operation.

Inspect door gaskets for damage and proper seal.

Check soundness of unit structure. (Is it falling apart?)

Service the fan:

Check belts for wear and cracks, adjust tension or alignment, and replace belts when necessary.

Check fan housing, wheel, shaft, frame, inlet vanes and bearings for damage, wear, loose parts, dirt and debris.

Check fan base, vibration isolators and thrust restraints for damage, wear, loose parts, dirt and debris.

Check sheaves for excessive wear. Submit a work order to replace the sheaves when the belts start riding low.

Check fan blades for dust buildup and clean if necessary.

Check fan blades and moving parts for cracks and excessive wear.

Check mounting bolts, set screws, etc. for security.

Check condition of extended lubrication lines when present.

Lubricate fan shaft bearings while unit is running. Do not over lubricate. Remove old or excess lubricant. (See manufacturer literature)

Clean and service the coils and cooling/heating components:

Inspect coils and clean by brushing, blowing, vacuuming, or pressure washing if necessary.

Check coils for leaks and adjust tightness of fittings when required.

Use fin comb to straighten coil fins. (If necessary)

For hydronic units, cycle all hydronic water valves two times and check for leaks.

For DX units, check for refrigerant leaks on all lines, valves, fittings, coils, etc. Submit a work order to repair any leaks found.

Check and repair damaged insulation.

Check filters and change if necessary.

Clean and service the condensate catch and removal components:

Flush and clean condensate pans and drains, remove all rust, prepare metal and paint where required.

Ensure condensate drain lines are clear and free running.

Treat condensate pans with an EPA approved biocide.

Service condensate pumps, if equipped.

Clean the strainers.

Service the motor:

Clean exterior of motor surfaces of soil accumulation.

Clean motor ventilation ports.

Check motor for damage.

PM Checklist Page 2 of 3Printed Tuesday, March 14, 2017 AH16AN

Description: AIR HANDLING UNIT (BELT DRIVE)

Frequency: AN 4Estimated Time (hours):AH16ANCode:

Lubricate motor bearings with Polyrex-EM grease. Don't use fan bearing grease in the motor.

Check adjustable fan motor base and mounting hardware for damage or loose parts. Tighten as necessary.

Check grounding straps for tightness.

Check and record insulation resistance with a megger. Don't megger variable frequency drives.

Perform corrective measures identified during the pre-work operation test if possible as preventive maintenance. Otherwise, submit a work order for correction.

Remove tags, perform operational test, and return unit to service.

Check for proper condensate drainage.

Check for unusual noise or vibration.

Perform vibration and thermal analysis to verify correction of any pre-test problems.

Check unit sensors for proper readout at the building automation system.

Record motor running amps at 100 percent frequency and air loading.

PM Checklist Page 3 of 3Printed Tuesday, March 14, 2017 AH16AN

Description: AIR HANDLING UNIT (DIRECT DRIVE)

Frequency: AN 3Estimated Time (hours):AH17ANCode:

(T)ools, (S)afety Equipment, and (M)aterials Required

Mechanic’s tool set.1

Cleaning equipment and materials.2

Vacuum.3

Hose and bucket for cleaning strainers.4

Biocide strips.5

Lubricants and grease gun (Polyrex EM Grease for motors, silicon lubricant for dampers).6

Vibration analysis kit.7

Infrared imager.8

Refrigerant leak test equipment (Dx Units only)9

Megger.10

Safety Procedures

Schedule work with operating personnel.1

Follow site safety rules for lockout and tagout.2

Review and follow the manufacturer’s instructions.3

Record equipment damage or deficiencies.4

Follow safety and environmental procedures for handling refrigerants (DX units only).5

Record results in the equipment history log.6

Procedures

Pre-work operational tests with unit operating:

Check for unusual noise, vibration or leakage.

Perform vibration analysis. Record corrective measures if needed.

Perform thermal analysis. Record corrective measures if needed.

Stop the unit and service the unit casing and ducting:

Clean interior and exterior of unit with wiping cloth and a vacuum.

Inspect panels for damage.

Check and repair damaged insulation.

Check doors, handles, latches and hinges for proper operation.

Inspect door gaskets for damage and proper seal.

Check soundness of the unit structure.

Check, clean, and adjust grills, dampers, vanes, linkages as required.

Check damper actuators and linkage for proper operation. Adjust linkage on dampers if out of alignment.

Inspect and lubricate mechanical connections of dampers sparingly if necessary.

Inspect air hood and air louvers for damage and debris.

Inspect bird screens for damage and debris. Remove dead birds.

Inspect mist eliminators for damage, dirt and debris.

Service the unit fans:

PM Checklist Page 1 of 2Printed Tuesday, March 14, 2017 AH17AN

Description: AIR HANDLING UNIT (DIRECT DRIVE)

Frequency: AN 3Estimated Time (hours):AH17ANCode:

Check fan housing, wheel, shaft, frame, and inlet vanes for damage, wear, loose parts, dirt and debris.

Check fan blades for dust buildup and clean if necessary.

Check fan blades and moving parts for cracks and excessive wear.

Check mounting bolts, set screws, etc. for security.

Service the coils and fluid systems:

Inspect and clean coils if required. Don't use a pressure washer.

Check coils for leaking and adjust tightness of fittings when required. On direct expansion units, check for refrigerant leaks on all lines, valves, fittings, coils, etc. Submit a work order to repair any leaks found.

Use fin comb to straighten coil fins. (If required)

Flush and clean condensate pans and drains, remove all rust, prepare metal and paint where required. Treat condensate pans with an EPA approved biocide.

Ensure condensate drain lines are clear and free running. Service condensate pumps, if equipped.

Check and clean strainers.

Cycle all water valves two times.

Check filters and change if necessary (pre-filters only on chem/bio units).

Service the motors:

Clean exterior of motor surfaces of soil accumulation.

Clean motor ventilation ports.

Check condition of extended lubrication lines when present.

Evaluate motor bearings and lubricate if necessary. (See manufacturer literature)

Check adjustable fan motor base and mounting hardware for loose parts. Tighten as necessary.

Check adjustable fan motor base for damage.

Check grounding straps for tightness.

Check motor insulation resistance. (Do not megger check variable speed drive units.)

Perform operational and running checks:

Check for unusual noise, vibration or leakage.

Check unit sensors for proper readout at the building automation system.

Perform vibration and thermal analysis to verify correction of any pre-test problems.

Record motor running amps at 100 percent frequency and air loading.

Restore unit to service.

Clean up work area and remove trash.

PM Checklist Page 2 of 2Printed Tuesday, March 14, 2017 AH17AN

Asset Type: AIR HANDLER

Description: AIR HANDLING UNIT (DIRECT DRIVE)

Frequency: Quarterly 0.5Estimated Time (hours):AH17QUCode:

(T)ools, (S)afety Equipment, and (M)aterials Required

Mechanics tool set.1

Vacuum and cleaning materials.2

Replacement filters.3

Safety Procedures

Schedule work with operating personnel.1

Follow site safety rules for lockout and tagout.2

Review and follow manufacturer OM instructions.3

Record equipment damage or deficiencies.4

Follow safety and environmental procedures for handling refrigerants (DX units only).5

Record results in the equipment history log.6

Procedures

Check, clean, and adjust grills, dampers, vanes, linkages as required.

Clean and wash filters with anti-bacteria products to prevent the risk of exposure to legionella bacteria (Legionella Pneumophila). Replace if needed

Check for unusual noise, vibration or leakage.

Restore to service.

Clean up work area and remove trash.

PM Checklist Page 1 of 1Printed Tuesday, March 14, 2017 AH17QU

Asset Type: A/C, SPLIT SYSTEM

Description: AC SPLIT SYSTEM, CONDENSER & EVAPORATOR

Frequency: Annual 1Estimated Time (hours):AS02ANCode:

(T)ools, (S)afety Equipment, and (M)aterials Required

(T) Megger.1

(M) Biocide strips.2

(M) Filter replacement.3

(T) Vacuum.4

(T) Fin comb.5

(T) Coil cleaner.6

(T) Oiler.7

(T) Clamp-on amp meter.8

Mechanic's tool set, refrigeration system tools.9

Refrigerant manifold gage set.10

Refrigerant leak tester.11

Cleaning tools and materials, pressure washer, vacuum, fin comb,12

Rust removal materials, primer, paint.13

Lubricants, belts.14

Personal protection equipment for handling refrigerants.15

Ladder.16

Safety Procedures

Schedule work with operating personnel.1

Follow site safety rules for lockout and tagout.2

Be very careful when climbing roof access ladders.3

Review and follow the manufacturer’s instructions.4

Follow safety and environmental rules for refrigerants.5

Don't vent refrigerants. Refrigerants must be recovered.6

Submit a work order if refrigerants need to be added.7

Report any problems you find.8

Record the results in the maintenance log.9

Procedures

Lock and tag out unit.

Check with operating or area staff for problems.

Clean dust and dirt from entire unit and all ventilation ports.

Wash coils with water hose. Only use a coil cleaning solution if nothing else will work.

Inspect system for any signs of rust. Remove rust, prime with rust inhibitor, paint to match original condition. Rust must be completely removed down to base metal.

Clean blowers, fans, motors, drip pans and drain piping.

Check and adjust vibration eliminators.

Check hold down bolts and grounding straps for tightness.

Grease shaft and motor bearings, if needed.

Adjust the belt tension and alignment, if needed.

PM Checklist Page 1 of 3Printed Tuesday, March 14, 2017 AS02AN

Description: AC SPLIT SYSTEM, CONDENSER & EVAPORATOR

Frequency: Annual 1Estimated Time (hours):AS02ANCode:

Check electrical wiring and connections; tighten loose connections.

Clean area around equipment.

Check system for refrigeration leaks. If leaks are detected, submit a work order to correct the problems and recharge the system.

Remove locks and tags

Perform operational check and return to service.

Record suction and discharge pressures, sub-cooling and superheat.

EVAPORATOR PROCEDURE

GENERAL:

Cover all exposed surfaces below the evaporator.

Carefully remove access panels, covers, or ceiling tiles to gain access to the equipment.

CASING

CASING:

Clean the exterior and interior of the unit casing.

Remove rust and corrosion. Apply corrosion protection.

Carefully inspect all fasteners to ensure integrity and replace any which have rusted. Allreplacement components, parts, and materials should be of rust resistant manufacture.

Check belts and alignment, if applicable.

Inspect air side and condensate removal components:

Inspect and clean coils by vacuuming or brushing. Use coil cleaner if excessively dirty.

Use fin comb to straighten coil fins where necessary.

Inspect and clean washable filters if dirty. Recharge wire mesh filters with oil when applicable.

Inspect and replace disposable filters if dirty.

Drain and clean condensate pan. Check condensate lines for free flow.

Replace biocide strips.

Fix damaged or missing insulation on the cooling lines using "Armaflex" and/or no-drip tape.

Clean strainers.

Check controls, trap, freeze-stat, and control-stat for proper operation.

Service condensate pumps if equipped.

Clean and test motors and fans:

Check ventilation ports for soil accumulation, clean if necessary.

Clean exterior of motor surfaces of soil accumulation.

Clean fan blades and check for damage.

Check belts and alignment, if applicable.

Lubricate motor bearings where required. Check manufacturer's information for requirements.

Check motor windings for accumulation of soil. Vacuum if required.

Check hold down bolts and grounding straps for tightness.

Check electrical connections for tightness.

Meggar motors 5 horsepower or greater.

PM Checklist Page 2 of 3Printed Tuesday, March 14, 2017 AS02AN

Description: AC SPLIT SYSTEM, CONDENSER & EVAPORATOR

Frequency: Annual 1Estimated Time (hours):AS02ANCode:

Return to service and perform an operational test.

Test in heating and cooling modes.

Check unit sensors and calibrate if required. Record calibration values.

Check unit for noise, vibration or condensate leakage.

Check for refrigeration leaks. Submit a work order to repair any leaks found.

Measure running current for all motors 5 horsepower or greater.

Clean area around equipment.

PM Checklist Page 3 of 3Printed Tuesday, March 14, 2017 AS02AN

Description: AC SPLIT SYSTEM, CONDENSER & EVAPORATOR

Frequency: Quarterly 0.5Estimated Time (hours):AS02QUCode:

(T)ools, (S)afety Equipment, and (M)aterials Required

(M) Biocide1

(M) Biocide strips2

(T) Spare filters3

(T) Ladder for ceiling mounted units4

Mechanic's tool set, refrigeration system tools.5

Cleaning tools and materials, hose and water, fin comb.6

Rust removal materials, primer, paint.7

Lubricants, belts.8

Ladder.9

Safety Procedures

Schedule outage with operating staff1

Review and follow the manufacturer's O and M instructions.2

Thoroughly clean working spaces.3

Don't leave fingerprints on ceiling tiles4

Perform proper lockout/tagout steps of site safetyrules5

Schedule work with operating personnel.6

Follow site safety rules for lockout and tagout.7

Be very careful when climbing roof access ladders.8

Review and follow the manufacturer’s instructions.9

Submit a work order if refrigerants need to be added.10

Report any problems you find.11

Record the results in the maintenance log.12

Procedures

Lock and tag out unit.

Check with operating or area staff for problems.

Clean dust and dirt from entire unit and all ventilation ports.

Wash coils with water hose. Only use a coil cleaning solution if nothing else will work.

Inspect system for any signs of rust. Remove rust, prime with rust inhibitor, paint to match original condition. Rust must be completely removed down to base metal.

Clean blowers, fans, motors, drip pans and drain piping.

Check and adjust vibration eliminators.

Check hold down bolts and grounding straps for tightness.

Grease shaft and motor bearings, if needed.

Adjust the belt tension and alignment, if needed.

Clean area around equipment.

Remove locks and tags

EVAPORATOR:

Cover all exposed surfaces below the evaporator.

PM Checklist Page 1 of 2Printed Tuesday, March 14, 2017 AS02QU

Description: AC SPLIT SYSTEM, CONDENSER & EVAPORATOR

Frequency: Quarterly 0.5Estimated Time (hours):AS02QUCode:

Carefully remove access panels, covers, or ceiling tiles to gain access to the equipment.

Clean and inspect the filter area of the unit

Clean or change filters.

Check motor for freedom of operation.

Clean drip pan and make sure condensate drains are clear. Treat with an EPA approved biocide.

PM Checklist Page 2 of 2Printed Tuesday, March 14, 2017 AS02QU

Asset Type: AC-SPLIT SYS

Description: AC SPLIT SYSTEM, EVAPORATOR

Frequency: AN 0.8Estimated Time (hours):AS03ANCode:

(T)ools, (S)afety Equipment, and (M)aterials Required

Mechanic's tool set.1

Megger.2

Clamp-on amp meter.3

Cleaning materials and equipment.4

Oiler.5

Lubricants.6

Coil cleaner.7

Fin comb.8

Vacuum.9

Ladder.10

Filter replacement.11

Biocide strips.12

Safety Procedures

Follow site safety rules for lockout and tagout.1

Schedule outage with operating staff.2

Be very careful when climbing access ladders.3

Perform proper lockout/tagout steps of site safety rules.4

Don't leave fingerprints on ceiling tiles.5

Thoroughly clean working spaces.6

Review and follow the manufacturer's O and M instructions.7

Report any problems you find.8

Record the results in the maintenance log.9

Procedures

General:

Cover all exposed surfaces below the evaporator.

Carefully remove access panels, covers, or ceiling tiles to gain access to the equipment.

Casing:

Clean the exterior and interior of the unit casing.

Remove rust and corrosion. Apply corrosion protection.

Carefully inspect all fasteners to ensure integrity and replace any which have rusted. All replacement components, parts, and materials should be of rust resistant manufacture.

Check belts and alignment, if applicable.

Inspect air side and condensate removal components:

Inspect and clean coils by vacuuming or brushing. Use coil cleaner if excessively dirty.

Use fin comb to straighten coil fins where necessary.

Inspect and clean washable filters if dirty. Recharge wire mesh filters with oil when applicable.

Inspect and replace disposable filters if dirty.

PM Checklist Page 1 of 2Printed Tuesday, March 14, 2017 AS03AN

Description: AC SPLIT SYSTEM, EVAPORATOR

Frequency: AN 0.8Estimated Time (hours):AS03ANCode:

Drain and clean condensate pan. Check condensate lines for free flow.

Replace biocide strips.

Fix damaged or missing insulation on the cooling lines using "Armaflex" and/or no-drip tape.

Clean strainers.

Check controls, trap, freeze-stat, and control-stat for proper operation.

Service condensate pumps if equipped.

Clean and test motors and fans:

Check ventilation ports for soil accumulation, clean if necessary.

Clean exterior of motor surfaces of soil accumulation.

Clean fan blades and check for damage.

Check belts and alignment, if applicable.

Lubricate motor bearings where required. Check manufacturer's information for requirements.

Check motor windings for accumulation of soil. Vacuum if required.

Check hold down bolts and grounding straps for tightness.

Check electrical connections for tightness.

Meggar motors 5 horsepower or greater.

Return to service and perform an operational test.

Test in heating and cooling modes.

Check unit sensors and calibrate if required. Record calibration values.

Check unit for noise, vibration or condensate leakage.

Check for refrigeration leaks. Submit a work order to repair any leaks found.

Measure running current for all motors 5 horsepower or greater.

Clean area around equipment.

PM Checklist Page 2 of 2Printed Tuesday, March 14, 2017 AS03AN

Description: AC SPLIT SYSTEM, EVAPORATOR

Frequency: QU 0.3Estimated Time (hours):AS03QUCode:

(T)ools, (S)afety Equipment, and (M)aterials Required

Mechanic's tool set, refrigeration system tools.1

Cleaning tools and materials.2

Biocide.3

Ladder for the ceiling mounted units.4

Spare filters.5

Ladder.6

Biocide strips.7

Safety Procedures

Follow site safety rules for lockout and tagout.1

Schedule outage with operating staff.2

Be very careful when climbing access ladders.3

Perform proper lockout/tagout steps of site safety rules.4

Don't leave fingerprints on ceiling tiles.5

Thoroughly clean working spaces.6

Review and follow the manufacturer's O and M instructions.7

Report any problems you find.8

Record the results in the maintenance log.9

Procedures

Cover all exposed surfaces below the evaporator.

Carefully remove access panels, covers, or ceiling tiles to gain access to the equipment.

Clean and inspect the filter area of the unit.

Clean or change filters.

Clean drip pan and make sure condensate drains are clear. Treat with an EPA approved biocide.

Check motor for freedom of operation.

PM Checklist Page 1 of 1Printed Tuesday, March 14, 2017 AS03QU

Asset Type: BOILER-CONDENSING

Description: BURNER, BOILER (DUAL FUEL – REILLO)

Frequency: AN 2.7Estimated Time (hours):BOCOND31ANCode:

(T)ools, (S)afety Equipment, and (M)aterials Required

Mechanic's tools.1

Cleaning materials.2

Safety Procedures

Schedule work with operating personnel.1

Check with operating personnel for deficiencies.2

Follow site safety rules and your supervisor's instructions.3

Obtain and review manufacturer's instructions.4

Report any problems you find.5

Record the results in the equipment history log.6

Procedures

Verify that there are no gas or fuel leakages.

Make sure that there are no gas leaks on the pipework between the gas meter and the burner.

Visually inspect the flue, vent, and stacks.

Inspect the linkages, and check for proper operation.

Clean the outside of the blower.

Clean the flame inspection window.

Clean the glass cover of any dust that may have accumulated. The scanner is held in position by a pressure fit and can therefore be removed by pulling it outward forcefully.

Inspect burner components.

Visually inspect the igniter. Check flame signal strength.

Open the burner and make sure that all components of the combustion head are in good condition, not deformed by the high temperatures, free of impurities from the surroundings and correctly positioned. If in doubt, disassemble the elbow fitting.

Verify the condition of the nozzle filters, and clean or replace as required.

Verify the condition of the nozzles, and submit a work order if they need to be changed.

Check the flexible hoses, and ensure they are still in good condition.

Check all electrical connections for tightness.

Verify the proper operation of operating controls.

Check the low-water cutoff and alarm by performing a slow drain test in accordance with ASME Boiler and Pressure Vessel Code Section VI.

PM Checklist Page 1 of 1Printed Tuesday, March 14, 2017 BOCOND31AN

Description: BURNER, BOILER (DUAL FUEL – REILLO)

Frequency: MO 0.7Estimated Time (hours):BOCOND31M O

Code:

(T)ools, (S)afety Equipment, and (M)aterials Required

Mechanic's tools.1

Cleaning materials.2

Safety Procedures

Schedule work with operating personnel.1

Check with operating personnel for deficiencies.2

Follow site safety rules and your supervisor's instructions.3

Obtain and review manufacturer's instructions.4

Report any problems you find.5

Record the results in the equipment history log.6

Procedures

Visually inspect the igniter. Check the flame signal strength.

Clean the flame inspection window.

Clean the glass cover of any dust that may have accumulated. The scanner is held in position by a pressure fit and can therefore be removed by pulling it outward forcefully.

Verify that there are no gas or fuel leakages.

Make sure that there are no gas leaks on the pipework between the gas meter and the burner.

Visually inspect the flue, vent, and stacks.

Inspect linkages, and check for proper operation.

PM Checklist Page 1 of 1Printed Tuesday, March 14, 2017 BOCOND31MO

Description: BURNER, BOILER (DUAL FUEL – REILLO)

Frequency: SA 1.7Estimated Time (hours):BOCOND31SACode:

(T)ools, (S)afety Equipment, and (M)aterials Required

Mechanic's tools.1

Cleaning materials.2

Safety Procedures

Schedule work with operating personnel.1

Check with operating personnel for deficiencies.2

Follow site safety rules and your supervisor's instructions.3

Obtain and review manufacturer's instructions.4

Report any problems you find.5

Record the results in the equipment history log.6

Procedures

Verify that there are no gas or fuel leakages.

Make sure that there are no gas leaks on the pipework between the gas meter and the burner.

Clean the flame inspection window.

Clean the glass cover of any dust that may have accumulated. The scanner is held in position by a pressure fit and can therefore be removed by pulling it outward forcefully.

Visually inspect the flue, vent, and stacks.

Inspect linkages, and check for proper operation.

Inspect the burner components.

Visually inspect the igniter. Check the flame signal strength.

Open the burner and make sure that all components of the combustion head are in good condition, not deformed by the high temperatures, free of impurities from the surroundings and correctly positioned. If in doubt, disassemble the elbow fitting.

Check the oil nozzles and strainers for dirt and wear.

Check the low-water cutoff and alarm by performing a slow drain test in accordance with ASME Boiler and Pressure Vessel Code Section VI.

PM Checklist Page 1 of 1Printed Tuesday, March 14, 2017 BOCOND31SA

Asset Type: PUMP, BOOSTER

Description: PUMP ,Booster, recirculation, Centrifugal, Condenser.

Frequency: Annual 1Estimated Time (hours):BP84ANCode:

(T)ools, (S)afety Equipment, and (M)aterials Required

Mechanics/Electricians tool set.1

Ball or roller bearing grease with grease gun.2

High temperature, electric motor grease with grease gun.3

Cleaning materials.4

Meggar.5

Multimeter.6

Safety Procedures

Perform applicable lockout/tagout steps of site safety procedures.1

Schedule outage with operating personnel.2

Follow site safety procedures and your supervisor instructions.3

Record and report equipment damage or deficiencies.4

Obtain and review manufacturer operation and maintenance instructions.5

All tests shall conform to the manufacturer test procedures and standard values.6

Procedures

Tag out unit.

Clean and inspect pump.

Clean accumulated dirt and grime from pump casing, shaft coupling, and motor.

Inspect electrical wiring, motor, and controls for signs of over-heating, broken insulation, loose or corroded connections, or damaged conduit.

Check for evidence of leaks.

Check alignment of coupling and security of base-plate mounting bolts.

Lubricate pump (if applicable).

Operational test of the circulating pump.

Start pump. Check flanges and fittings for leaks.

Check for unusual noise or vibration.

Return the unit to service.

Check the motor.

Inspect electrical wiring, motor, and controls for signs of over-heating, broken insulation, loose or corroded connections, or damaged conduit.

Meggar check motor, record results.

Check running current and voltage for each phase, record results.

PM Checklist Page 1 of 1Printed Tuesday, March 14, 2017 BP84AN

Asset Type: PUMP, BOOSTER

Description: PUMP ,Booster, recirculation, Centrifugal, Condenser.

Frequency: Semi-Annual 0.5Estimated Time (hours):BP84SACode:

(T)ools, (S)afety Equipment, and (M)aterials Required

Mechanics tool set.1

Ball or roller bearing grease with grease gun.2

High temperature, electric motor grease with grease gun.3

Cleaning materials.4

Safety Procedures

Perform applicable lockout/tagout steps of site safety procedures.1

Schedule outage with operating personnel.2

Follow site safety procedures and your supervisor instructions.3

Record and report equipment damage or deficiencies.4

Obtain and review manufacturer operation and maintenance instructions.5

All tests shall conform to the manufacturer test procedures and standard values.6

Procedures

Tag out unit.

Clean and inspect pump.

Clean accumulated dirt and grime from pump casing, shaft coupling, and motor.

Inspect electrical wiring, motor, and controls for signs of over-heating, broken insulation, loose or corroded connections, or damaged conduit.

Check for evidence of leaks.

Check alignment of coupling and security of base-plate mounting bolts.

Lubricate pump (if applicable).

Operational test of the circulating pump.

Start pump. Check flanges and fittings for leaks.

Check for unusual noise or vibration.

Return the unit to service.

PM Checklist Page 1 of 1Printed Tuesday, March 14, 2017 BP84SA

Asset Type: CHILLER

Description: AIR COOLED CHILLER (YORK MODEL YCAL)

Frequency: AN 9.5Estimated Time (hours):CH14ANCode:

(T)ools, (S)afety Equipment, and (M)aterials Required

Mechanic Tool Set. Refrigeration tools.1

Pressure washer.2

Fin comb.3

Cleaning materials.4

Personal protective equipment (PPE) for handling refrigerants.5

Compressor oil.6

Oil filter.7

Access ladder.8

Halide Leak Detector,9

Electronic Leak Detector,10

Ultrasonic Noise Detector11

Tube Plugging Kit, Oil Filter12

Safety Procedures

Schedule work with operating personnel.1

Follow site safety rules for lockout and tagout.2

Be very careful when climbing roof access ladders.3

Review and follow the manufacturer’s instructions.4

Follow safety and environmental rules for refrigerants.5

Don't vent refrigerants. Refrigerants must be recovered.6

Submit a work order if refrigerants need to be added.7

Report any problems you find.8

Record the results in the maintenance log.WARNING: EXTREME PRESSURE OR VACUUM MAY BE

PRESENT.

Procedures

Check head pressure.

Check suction pressure.

Check discharge pressure

Check chill water - intake.

Check operating temperatures.

Switch primary/secondary compressors and pumps.

Check hot gas bypass valve.

Check thermostatic expansion valve.

Check refrigerant level.

Check liquid line sight glass/moisture indicator.

Check water lines.

Check compressor and heaters for proper operation.

Check compressor superheat on evaporator and economizer TXVs. Adjust as required

Check condenser and economizer subcooling. Adjust as required.

PM Checklist Page 1 of 2Printed Tuesday, March 14, 2017 CH14AN

Description: AIR COOLED CHILLER (YORK MODEL YCAL)

Frequency: AN 9.5Estimated Time (hours):CH14ANCode:

Leak check the chiller. Submit work order to find and repair leaks.

Clean tubes and test for leakage.

Calibrate chiller control system, load limiting system, and safety controls.

Check compressor oil on semi-hermetic compressors. Take oil samples and submit for analysis.

Replace oil filter, clean oil line strainer.

Check oil level in oil separator sight glass.

Clean and inspect the chiller:

Clean the condensing unit. Remove debris from air screen and clean underneath unit. Clear drain line and pan from sludge or debris.

Inspect system for signs of rust. Remove rust, prime with rust inhibitor, paint to match original condition. Carefully inspect all fasteners to ensure integrity and replace any which have rusted. All replacement components, parts, and materials should

Pressure wash coil with coil cleaning solution. Straighten fin tubes with fin comb.

Check and clean fan motors.

Clean water strainers.

Cycle all valves two times.

Check electrical circuits:

Check all electrical connections for tightness.

Inspect condition of electrical contacts on motor starters and controls. Check electrical connections for tightness.

Relamp as necessary.

Perform operational test and return to service.

Check controller for proper operation.

Check programmable operating setpoints and safety cutouts and make sure they are correct for the operation.

Remove debris from work-site.

PM Checklist Page 2 of 2Printed Tuesday, March 14, 2017 CH14AN

Description: AIR COOLED CHILLER (YORK MODEL YCAL)

Frequency: MO 0.5Estimated Time (hours):CH14MOCode:

(T)ools, (S)afety Equipment, and (M)aterials Required

Mechanic tool set. Refrigeration tools.1

Rags and cleaning materials.2

Refrigerant leak tester.3

Replacement lamps4

Access ladder.5

Personal protective equipment (PPE) for handling refrigerants.6

Rags.7

Safety Procedures

Schedule work with operating personnel.1

Follow site safety rules for lockout and tagout.2

Be very careful when climbing roof access ladders.3

Review and follow the manufacturer’s instructions.4

Follow safety and environmental rules for refrigerants.5

Don't vent refrigerants. Refrigerants must be recovered.6

Submit a work order if refrigerants need to be added.7

Report any problems you find.8

Record the results in the maintenance log.WARNING: EXTREME PRESSURE OR VACUUM MAY BE

PRESENT.

Procedures

Check head pressure.

Check suction pressure.

Check discharge pressure

Check chill water - intake.

Check operating temperatures.

Switch primary/secondary compressors and pumps.

Check hot gas bypass valve.

Check thermostatic expansion valve.

Check refrigerant level.

Check oil level in oil separator sight glass.

Check for leaks all lines.

Check liquid line sight glass/moisture indicator.

Check water lines.

Check condenser coils for dirt/debris and clean if necessary.

Check operation of all controls.

Replace burned out indicator lights.

PM Checklist Page 1 of 1Printed Tuesday, March 14, 2017 CH14MO

Description: AIR COOLED CHILLER (YORK MODEL YCAL)

Frequency: SA 1.5Estimated Time (hours):CH14SACode:

(T)ools, (S)afety Equipment, and (M)aterials Required

Mechanic tool set. Refrigeration tools.1

Rags and cleaning materials.2

Refrigerant leak tester.3

Replacement lamps4

Access ladder.5

Personal protective equipment (PPE) for handling refrigerants.6

Rags.7

Safety Procedures

Schedule work with operating personnel.1

Follow site safety rules for lockout and tagout.2

Be very careful when climbing roof access ladders.3

Review and follow the manufacturer’s instructions.4

Follow safety and environmental rules for refrigerants.5

Don't vent refrigerants. Refrigerants must be recovered.6

Submit a work order if refrigerants need to be added.7

Report any problems you find.8

Record the results in the maintenance log.WARNING: EXTREME PRESSURE OR VACUUM MAY BE

PRESENT.

Procedures

Check head pressure.

Check suction pressure.

Check discharge pressure

Check chill water - intake.

Check operating temperatures.

Switch primary/secondary compressors and pumps.

Check hot gas bypass valve.

Check thermostatic expansion valve.

Check refrigerant level.

Check oil level in oil separator sight glass.

Check for leaks all lines.

Check liquid line sight glass/moisture indicator.

Check water lines.

Check condenser coils for dirt/debris and clean if necessary.

Check operation of all controls.

Replace burned out indicator lights.

Check programmable operating setpoints and safety cutouts and make sure they are correct for the operation.

Check compressor and heaters for proper operation.

PM Checklist Page 1 of 2Printed Tuesday, March 14, 2017 CH14SA

Description: AIR COOLED CHILLER (YORK MODEL YCAL)

Frequency: SA 1.5Estimated Time (hours):CH14SACode:

Check compressor superheat on evaporator and economizer TXVs. Adjust as required.

Check condenser and economizer subcooling. Adjust as required.

Leak check the chiller. Submit work order to find and repair leaks.

PM Checklist Page 2 of 2Printed Tuesday, March 14, 2017 CH14SA

Description: ADSORPTION CHILLER (ECO-MAX)

Frequency: AN 3.5Estimated Time (hours):CH20ANCode:

(T)ools, (S)afety Equipment, and (M)aterials Required

Mechanic tool set.1

Cleaning materials.2

Distilled or purified water (refrigerant).3

Vacuum compressor oil. (IDEMITSU DAPHNE SUPERACEPACK 68)4

Safety Procedures

Schedule work with operating personnel.1

Check with operating personnel for deficiencies.2

Follow site safety procedures and your supervisor’s instructions.3

Obtain and review manufacturer's instructions.4

Report any problems you find.5

Record the results in the equipment history log.6

Procedures

Chiller:

Check door seals for damage.

Check refrigerant level. Charge up to the centerline of the sight glass if required. Maintain a log of refrigerant added.

Wipe down unit and check for air or refrigerant leaks or other damage.

Vacuum Pump and System:

Inspect the vacuum pump.

Check oil for contaminants and water.

Check V-belt tension and damage.

Check hose, hose clamp, and hose nipple for possible damage.

Check vacuum pump oil level. Add new oil in the amount of 200-300cc (7-10 oz).

Refrigerant Pump:

Inspect and record bearing status on the Bearing Monitor.

Valves:

Cycle butterfly valves and make sure they operate smoothly and function sufficiently.

Evaluate butterfly valve seats and actuator seals for replacement. Submit a work order if replacement is necessary.

Variable Speed Drive:

Check unit for damage or signs of overheating.

Check the main circuit and control circuits for tightness and signs of damage or overheating.

Check that unit is mounted securely.

Check cooling fan for proper operation. Check and clean the heat sink, intake and exhaust ports for clogging and foreign matter.

Evaluate the cooling fan for replacement. Expected life is 61,000 hours. The hours can be checked on the inverter display.

PM Checklist Page 1 of 2Printed Tuesday, March 14, 2017 CH20AN

Description: ADSORPTION CHILLER (ECO-MAX)

Frequency: AN 3.5Estimated Time (hours):CH20ANCode:

Evaluate the DC link bus capacitor and electrolytic capacitor on the printed circuit board. Expected life is 61,000 hours. The hours can be checked on the inverter display.

Electrical Controls and Connections:

Check all electrical controls and connections for damage and tightness.

Operational Status:

Check all control panel settings. Record and evaluate all alarms.

Check operation logs for indication of abnormal operation.

PM Checklist Page 2 of 2Printed Tuesday, March 14, 2017 CH20AN

Description: ADSORPTION CHILLER (ECO-MAX)

Frequency: MO 0.5Estimated Time (hours):CH20MOCode:

(T)ools, (S)afety Equipment, and (M)aterials Required

Mechanic tool set.1

Cleaning materials.2

Distilled or purified water (refrigerant).3

Safety Procedures

Schedule work with operating personnel.1

Check with operating personnel for deficiencies.2

Follow site safety procedures and your supervisor’s instructions.3

Obtain and review manufacturer's instructions.4

Report any problems you find.5

Record the results in the equipment history log.6

Procedures

Chiller:

Check door seals for damage.

Check refrigerant level. Charge up to the centerline of the sight glass if required. Maintain a log of refrigerant added.

Wipe down unit and check for air or refrigerant leaks or other damage.

Vacuum Pump and System:

Check vacuum pump oil level.

Variable Speed Drive:

Check unit for damage or signs of overheating.

Operational Status:

Check all control panel settings. Record and evaluate all alarms.

PM Checklist Page 1 of 1Printed Tuesday, March 14, 2017 CH20MO

Description: ADSORPTION CHILLER (ECO-MAX)

Frequency: QU 1.5Estimated Time (hours):CH20QUCode:

(T)ools, (S)afety Equipment, and (M)aterials Required

Mechanic tool set.1

Cleaning materials.2

Distilled or purified water (refrigerant).3

Vacuum compressor oil. (IDEMITSU DAPHNE SUPERACEPACK 68)4

Safety Procedures

Schedule work with operating personnel.1

Check with operating personnel for deficiencies.2

Follow site safety procedures and your supervisor’s instructions.3

Obtain and review manufacturer's instructions.4

Report any problems you find.5

Record the results in the equipment history log.6

Procedures

Chiller:

Check door seals for damage.

Check refrigerant level. Charge up to the centerline of the sight glass if required. Maintain a log of refrigerant added.

Wipe down unit and check for air or refrigerant leaks or other damage.

Vacuum Pump and System:

Check vacuum pump oil level. Add new oil in the amount of 200-300cc (7-10 oz).

Refrigerant Pump:

Inspect and record bearing status on the Bearing Monitor.

Valves:

Cycle valves and make sure they operate smoothly and function sufficiently.

Variable Speed Drive:

Check unit for damage or signs of overheating.

Operational Status:

Check all control panel settings. Record and evaluate all alarms.

PM Checklist Page 1 of 1Printed Tuesday, March 14, 2017 CH20QU

Asset Type: CHILLER, WATER COOLED

Description: Water Cooled Chiller McQuay

Frequency: Every Three Years

1Estimated Time (hours):CHAC01ANCode:

(T)ools, (S)afety Equipment, and (M)aterials Required

(T) Mechanic's tool set1

(T) Hose and bucket2

(M) Gaskets material3

(M) Cleaning materials4

Safety Procedures

Schedule shutdown of air conditioning system with operating personnel, and notify all other personnel of shutdown.

Review manufacturer's instructions.2

Secure and tag inlet and outlet valves.3

Follow site safety procedures and your supervisor's instructions.4

Record and report to your supervisor any equipment damage or deficiencies found while performing this task.

Procedures

Remove flange cover bolts and cover plate.

Remove device or devices, clean and inspect for damage.

Clean strainer housing cover plate and any interior apparatus. Check for cracks and deterioration.

Open valves, check for leaks.

Allow the unit to cool to room temperature and decrease the pressure of fluids.

Completely drain fluids from units.

Remove the plates from the frame and clean each plate according to the manufacturer's instructions.

Dry all gaskets.

Re-assemble unit.

Remove tags and return to service.

PM Checklist Page 1 of 1Printed Tuesday, March 14, 2017 CHAC01AN

Description: Water Cooled Chiller McQuay

Frequency: Monthly 8Estimated Time (hours):CHAC01MOCode:

(T)ools, (S)afety Equipment, and (M)aterials Required

(T) Rags1

(T) Infrared thermometer2

Safety Procedures

SPECIAL INSTRUCTIONS:• Perform applicable lockout/tagout steps of site safety procedures to ensure machinery will not start• Schedule outage with operating personnel• Follow site safety procedure s and your supervisor’s instructions• Record and report to your supervisor any equipment damage or deficiencies found during this maintenance task• Review manufacturer's instructions• Closely follow all safety procedures for the refrigerant and all labels on refrigerant containers• Comply with the United States Clean Air Act and Environmental Protection Agency (EPA) regulations for refrigerants• Don't vent refrigerants. Refrigerants must be recovered• Whenever refrigerant is added or removed from equipment, record the quantities on the appropriate forms• Refrigerants and oils to be removed for disposal must be analyzed for hazardous waste content and handled accordingly

Procedures

PROCEDURES: MONTHLY

• Conduct a visual inspection• Check compressor lubrication systemo Check oil lines temperatureo Check water (refrigerant) coolant temperatureo Check oil appearance and level• Check suction pressure• Check discharge pressure• Check chilled water -intake• Check hot gas bypass valve• Check thermostatic expansion valve• Check refrigerant level

PM Checklist Page 1 of 1Printed Tuesday, March 14, 2017 CHAC01MO

Description: Water Cooled Chiller McQuay

Frequency: Quarterly 8Estimated Time (hours):CHAC01QUCode:

(T)ools, (S)afety Equipment, and (M)aterials Required

(T) Mechanic's tool set. Refrigeration tools1

(T) Personnel protective equipment (PPE) for handling refrigerants2

(T) Ladder3

(T) Refrigerant leak tester4

(T) Rags and cleaning materials5

(T) Multimeter6

Safety Procedures

• Perform applicable lockout/tagout steps of site safety procedures to ensure machinery will not start• Schedule outage with operating personnel• Follow site safety procedure s and your supervisor’s instructions• Record and report to your supervisor any equipment damage or deficiencies found during this maintenance task• Review manufacturer's instructions• Closely follow all safety procedures for the refrigerant and all labels on refrigerant containers• Comply with the United States Clean Air Act and Environmental Protection Agency (EPA) regulations for refrigerants• Don't vent refrigerants. Refrigerants must be recovered• Whenever refrigerant is added or removed from equipment, record the quantities on the appropriate forms• Refrigerants and oils to be removed for disposal must be analyzed for hazardous waste content and handled accordingly

Procedures

PROCEDURES: QUARTERLY

• Check motor phase current balance (within 10%)• Check motor temperature• Check oil cooler solenoid operation• Operate the compressor load vanes manual switch and record motor phase currents values.• Operate the compressor unload vanes manual switch and record motor phase currents values.• Alarm relay operational check• Pump interlocks operational check• Hot and Cold oil temperature switched operational check•

Guardistor and surgeguard relays operational check•High and low pressure switches operational check• High suction temperature switches operational check• High discharge temperature switches operational check• Low pressure override switch operational check•

Oil pump pressure differential switch operational check• Oil pump safety timer operational check• Oil pump time delay switch operational check• System monitor timer operational check• Vanes closed switch operational check•Test condenser water quality•

Test evaporator water quality• Expansion valves operational test (super heat control)• Check compressor fittings and terminals• Check for refrigerant leaks•

Check pump fittings• Check oil pump joints and fittings• Check vessel relief valves• Conduct a vibration isolation test• Examine starter contactors (hardware and operation)• Verify overload setting and trip• Test starter electrical connections• Pump down control operational check• Hot gas bypass controls operational check• Liquid injections controls operational check

PM Checklist Page 1 of 1Printed Tuesday, March 14, 2017 CHAC01QU

Description: Water Cooled Chiller McQuay

Frequency: Semi-Annual 8Estimated Time (hours):CHAC01SACode:

(T)ools, (S)afety Equipment, and (M)aterials Required

(T) Mechanic's Tool Set.1

(T) Ladder2

(T) Multimeter3

(T) Megger4

(M) Cleaning materials5

Safety Procedures

• Perform applicable lockout/tagout steps of site safety procedures to ensure machinery will not start• Schedule outage with operating personnel• Follow site safety procedure s and your supervisor’s instructions• Record and report to your supervisor any equipment damage or deficiencies found during this maintenance task• Review manufacturer's instructions• Closely follow all safety procedures for the refrigerant and all labels on refrigerant containers• Comply with the United States Clean Air Act and Environmental Protection Agency (EPA) regulations for refrigerants• Don't vent refrigerants. Refrigerants must be recovered• Whenever refrigerant is added or removed from equipment, record the quantities on the appropriate forms• Refrigerants and oils to be removed for disposal must be analyzed for hazardous waste content and handled accordingly

Procedures

PROCEDURES: SEMIANNUAL

• Perform a megger check of the compressor motor• Check for proper operation of thermostats, pressure and flow switches• Check/verify correct working parameters of pressures using external gauges• Check indicators on gauges and thermometers• Check that the units' safety devices function correctly• Check that the water reintegration circuit functions correctly• Check pumps for water tightness and general running conditions• LRT settings and operation check• Check vane control setting and operation• Verify motor load limit control• Verify load balance operation• Check oil pump contactor

PM Checklist Page 1 of 1Printed Tuesday, March 14, 2017 CHAC01SA

Asset Type: COOLING TOWER

Description: COOLING TOWER

Frequency: Annual 21Estimated Time (hours):CT09ANCode:

(T)ools, (S)afety Equipment, and (M)aterials Required

Mechanic and electrician tool sets.1

Hose, ladder, and cleaning materials.2

Cleaning materials.3

Wire brush, protective coatings, paint brush. (ZRC cold galvanizing, Thermosetting Hybrid Polymer - BAC Part No. 16-133P)

Megger.5

Multimeter.6

Safety Procedures

Schedule work with operating personnel.1

Follow site safety rules for lockout and tagout.2

Be very careful when climbing access ladders.3

Do not use the top horizontal surface of the tower as a working platform. Do not walk on top of the tower.

Review and follow the manufacturer’s instructions.5

If biological growth is excessive, have a qualified water treatment specialist review your treatment program.

Report any problems you find.7

Record all test results in the component maintenance log.8

Procedures

General:

Record and report unusual dirt accumulation, formation of scale or algae.

Perform a structural inspection.

Inspect spray nozzles.

Inspect and clean water basin and fill area.

Clean all strainers.

Clean and inspect drift eliminators.

Clean air inlet louvers.

Clean the heat exchange coil.

Drive System:

Check condition of drive system.

Check drive alignment.

Check tip clearance at a minimum of 6mm fan diameter clearance between the tip of the fan blade and the inner most portion of the fan stack.

Check fan blade pitch angle.

Adjust drive belt tension. Replace belt if cracked or frayed.

Verify fan rotates freely by hand.

Check all mounting bolts properly tightened.

Lubricate motor base adjusting screws.

PM Checklist Page 1 of 2Printed Tuesday, March 14, 2017 CT09AN

Description: COOLING TOWER

Frequency: Annual 21Estimated Time (hours):CT09ANCode:

Lubricate fan shaft bearings.

Clean outside of fan motor.

Measure motor voltage and current. Compare to nameplate values.

Perform a megger check of the motor.

Inspect all electrical connections for tightness.

Corrosion Control:

Check for corrosion. Remove rust and apply protective coatings.

Operational check:

Start system and perform an operational check.

Check for unusual noise and vibration.

Check operation of make-up valve.

Check and adjust bleed rate.

Check and adjust sump water basin level.

Check that flow is balanced.

Test the electronic vibration cutout switch.

PM Checklist Page 2 of 2Printed Tuesday, March 14, 2017 CT09AN

Description: COOLING TOWER

Frequency: Monthly 1Estimated Time (hours):CT09MOCode:

(T)ools, (S)afety Equipment, and (M)aterials Required

Mechanic tools.1

Hose, ladder, and cleaning materials.2

Drive belt.3

Safety Procedures

Schedule work with operating personnel.1

Follow site safety rules for lockout and tagout.2

Be very careful when climbing access ladders.3

Do not use the top horizontal surface of the tower as a working platform. Do not walk on top of the tower.

Review and follow the manufacturer’s instructions.5

If biological growth is excessive, have a qualified water treatment specialist review your treatment program.

Report any problems you find.7

Record all test results in the component maintenance log.8

Procedures

General:

Record and report unusual dirt accumulation, formation of scale or algae.

Inspect spray nozzles.

Inspect and clean water basin.

Clean air inlet louvers.

Drive System:

Check condition of drive system.

Check condition of belt.

Operational check:

Start system and perform an operational check.

Check for unusual noise and vibration.

Check and adjust sump cold water/hot water basin level.

Check…