EQUIPMENT_MAINTENANCE_CHECKLISTS_(5).pdf
PDF 2 MB Posted
- Solicitation number
- 24/25-4
- Issued by
- Hartford County, Connecticut
About this file
The document is a comprehensive set of equipment maintenance checklists for various HVAC and mechanical systems, prepared for the Town of Manchester, Connecticut. These detailed checklists cover multiple types of equipment including air handling units, cabinet unit heaters, circulator pumps, computer room units, cooling towers, exhaust fans, heat pumps, packaged air conditioning equipment, roof top air conditioning equipment, split systems, temperature controls, unit heaters, unit ventilators, variable air volume devices, and water heaters. Each checklist provides a systematic approach to preventive maintenance, with sections for inspecting fans, motors, electrical components, starters, coils, compressors, controls, and other critical system elements.
The checklists are designed to ensure thorough and consistent maintenance across different types of mechanical equipment, with specific instructions for verifying operation, lubricating moving parts, inspecting electrical connections, checking for damage or wear, and performing seasonal maintenance tasks. Many checklists include a requirement for annual coil cleaning in the spring and comprehensive inspections of mechanical and electrical components. The forms are structured to allow technicians to mark items as "OK", note service requirements, and provide additional comments, creating a standardized documentation process for equipment maintenance that can help track the condition and performance of mechanical systems over time.
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Text version
Manchester ID:____________
Loc.:___________ Unit #: ___________ Date:___________ Quarter (circle one): 1 / 2 / 3 / 4
AH - Air Handling Equipment Checklist OK Service
Fans and Motors:
Verify Operation.
Inspect wiring for security and damage.
Inspect duct connections and ductwork for damage leaks.
Inspect tension on fan belts, and change at least once per year.
Lubricate fan shaft bearings.
Clean intake screen on motor.
Inspect fan blade for free rotation, cracks and alignment.
Components:
Inspect all structural elements for corrosion and damage.
Inspect and report condition of coils Clean/Dirty.
Inspect coils for leaks and contamination Annual coil cleaning in the Spring
Starter:
Inspect wiring for security and damage.
Inspect switch gear, starter and contact points.
Inspect starter for signs of wear, arcing, over heating, burns, etc.
Inspect electrical connections for tightness and absence of moisture.
Measure and record operating voltage.
Measure and record operating amperage.
Additional Comments:
Reading/ Comments
CH - Cabinet Unit Heaters and Radiation Units Checklist OK Service
Fans and Motors:
Verify operation.
Inspect duct connections and duct work for damage and leaks.
Inspect tension on fan belts, and change as needed.
Lubricate fan shaft bearings.
Lubricate motor bearings.
Clean intake screen on motor.
Inspect fan blade for free rotation, cracks, overheating, burns, alignment, etc.
Components:
Annual coil cleaning in the Spring
Starter:
Inspect wiring for security and damage.
Inspect switch gear, started and contactor points.
Inspect starter for signs of wear, arcing, overheating, burns, etc.
Inspect electrical connections for tightness and absence of moisture.
Measure and record operating voltage.
Measure and record operating amperage.
CPE - Circulator Pumps and Equipment OK Service
Pump Motors:
Verify operation.
Lubricate motor bearings Clean intake screen on motor.
Inspect pump shaft alignment, Inspect for vibrations and unusual noises.
Pump Starter:
Inspect wiring for security and damage.
Pump Strainer:
Isolate strainer.
Drain strainer basket.
Remove strainer cap Remove debris from basket
Reassemble strainer basket.
CR - Computer Room Units Checklist OK Service
Fan, Motors & Coils:
Verify operation.
Inspect duct connections and ductwork for damage and leaks.
Inspect tension on fan belts and change as needed.
Lubricate fan shaft bearings.
Lubricate motor bearings.
Clean intake screen on motor.
Inspect all structural components for corrosion and damage.
Inspect coils for leaks and contamination Annual coil cleaning in the Spring
Starter:
Inspect wiring for security and damage.
Inspect switch gear, starter and contactor points.
Inspect starter for signs of wear, arcing, overheating, burns, etc.
Inspect electrical connections for tightness and absence of moisture.
Measure and report operating voltage and amperage.
Compressor:
Inspect vibration eliminators for security and damage.
Clean, flush and fill cooling system.
Tighten electrical terminal connections.
Verify refrigerant charge.
Verify oil levels.
Inspect for vibrations and unusual noises.
Inspect moisture indicator and report evidence of moisture.
Record compressor oil pressure.
Record suction pressure.
Record compressor discharge pressure.
Controls:
Inspect control center, clean and tighten connections and inspect components.
Test low pressure cutout, record and adjust if necessary.
Test high pressure safety, record and adjust if necessary.
Verify operation of fan cycling controller.
Electrical Heat:
Inspect coil for damage to element.
Inspect for unusual noises, vibrations, odors, etc.
CT - Cooling Tower OK Service
Fan and Motors:
Verify operation.
Inspect duct connections and ductwork for damage and leaks Inspect tension on fan belts, and change if necessary
Lubricate motor bearings Lubricate fan shaft bearings.
Clean intake screen on motor Inspect fan blade for free rotation, cracks and alignment Report condition of coils, Clean/Dirty. Contractor shall clean coils once per year in the spring and report on the condition in subsequent visits.
Starter:
Inspect wiring for security and damage.
Inspect switch gear, starter and contactor points.
Inspect starter for signs of wear, arcing, overheating, burns, etc.
Inspect electrical connections for tightness and absence of moisture.
Measure and record operating voltage and amperage.
Basin:
Valve off tower and drain.
Inspect all structural elements for corrosion and damage.
Inspect for scale build up.
Inspect system for leaks in piping, flange, connections, etc.
Test drain system.
Remove all debris.
Flush and clean sump.
Clean float assembly.
Inspect float assembly and adjust if necessary.
Clean strainer.
Fill system.
Check sump heater.
CW - Chilled Water Equipment Checklist OK Service
Condenser Fan Motor:
Verify operation.
Inspect tension on fan belts and change as needed.
Lubricate fan shaft bearings.
Lubricate motor bearings Clean intake screen on motor.
Inspect fan blades for free rotation, cracks and alignment.
Inspect wiring for security and damage.
Inspect switch gear, starter and contactor points.
Inspect starter for signs of wear, arcing overheating, burns, etc.
Lubricating System:
Measure and record oil pump voltage and amperage.
Inspect starter for signs of wear, arcing, overheating, burns, etc.
Verify operation of oil cooling system.
Inspect for vibrations and unusual noises.
Tighten terminal connections on oil pump motor.
Verify operation of oil heater.
Inspect electrical connections for tightness and absence of moisture.
Measure and record operating voltage and amperage.
Compressor:
Inspect vibration eliminators for security and damage.
Clean, flush and fill cooling system.
Tighten electrical terminal connections.
Verify refrigerant charge.
Verify oil level.
Inspect for vibrations and unusual noises.
Inspect moisture indicator for evidence of moisture.
Record compressor oil pressure.
Record suction pressure.
Draw oil sample and submit for complete oil analysis.
EF - Exhaust Fan Equipment OK Service
Fan and Motors:
Verify operation.
Inspect duct connections and ductwork for damage and leaks.
Inspect tension on fan belts, and change if needed.
Lubricate fan shaft bearings.
Lubricate motor bearings.
Clean intake screen on motor.
Inspect fan blade for free rotation, cracks and alignment.
Starter:
Inspect wiring for security and damage.
Inspect switch gear, starter and contactor points.
Inspect starter for signs of wear, arcing, overheating, burns, etc.
Inspect electrical connections for tightness and absence of moisture.
Measure and record operating voltage and amperage.
HP - Heat Pump and heat pumpo equipment OK Service
Heat Pump Maintenance
Routine cleaning of condenser coil
Check condenser fan motor stability
Check condenser fan motor amp draw
Check condenser fan blades for vibration
Check reversing valve
Check crankcase heater
Check relays & contactors
Check capacitors
Check all safety devices
Test time delay
Check defrost assembly
Check all controls
Test refrigeration metering device
Measure operating pressures with gauges
Check noise and vibration levels
Check compressor amp draw
Make final operations test
Wax outdoor unit**
Record system operation
Explanation of tune-up results
OC - Outdoor Condensing Units OK Service
Condenser Fan Motor:
Verify operation.
Inspect tension on fan belts, and change as needed.
Lubricate fan shaft bearings.
Lubricate motor bearings.
Clean intake screen on motor.
Inspect fan blade for free rotation, cracks and alignment.
Inspect for vibrations and unusual noises.
Inspect wiring for security and damage.
Inspect switch gear, starter and contactor points.
Inspect starter for sign of wear, arcing, overheating, burns, etc.
Inspect electrical connections for tightness and absence of moisture.
Measure and record the operating voltage and amperage.
Compressor:
Inspect vibration eliminators for security and damage.
Clean debris away from condensing unit.
Tighten electrical terminal connections.
Verify refrigerant charge.
Verify oil level.
Inspect for vibration and unusual noises.
Inspect moisture indicator and report evidence of moisture.
Test for refrigerant leaks and report results.
Controls:
Inspect control center, clean and tighten connection and inspect components.
Test low pressure cutout, record and adjust if necessary.
Test high pressure safety, record and adjust if necessary.
Verify operation of fan cycling controller.
PAC - Packaged Air Conditioning Equipment OK Service
Fan and Motors:
Verify operation.
Inspect duct connections and ductwork for damage and leaks.
Inspect tension on fan belts and change as needed.
Lubricate fan shaft bearings.
Lubricate motor bearings.
Clean intake screen on motor.
Inspect fan blade for free rotation, cracks and alignment.
Report condition of coils Clean/Dirty.
Contractor shall clean coils once per year in the Spring and report on the condition in subsequent visits.
Starter:
Inspect wiring for security and damage.
Inspect switch gear, starter and contactor points.
Inspect starter for signs of wear, arcing, overheating, burns, etc.
Inspect electrical connections for tightness and absence of moisture.
Measure and report operating voltage and amperage.
Compressor:
Inspect vibration eliminators for security and damage.
Tighten electrical terminal connections.
Verify refrigerant charge.
Verify oil level.
Inspect for vibrations and unusual noises.
Inspect moisture indicator and report evidence of moisture.
Controls
Inspect control center, clean and tighten connections and inspect components.
Test low pressure cutout, record and adjust if necessary.
Test high pressure safety, record and adjust if necessary.
Verify operation of fan cycling controller.
Electric Heat:
Inspect coil for damage to element.
Inspect isolators for damage and cracks.
Inspect evaporator coil and report condition.
Gas Burner:
Inspect and clean combustion and air passages.
Remove, clean and inspect nozzles.
Test and secure mounting points.
Inspect ignition assembly, electrode and clean if necessary.
Inspect high tension wire for deterioration.
Inspect and set spark gap.
Inspect for unusual noises, vibration, odors, etc.
RTACE&AH - Roof Top Air Conditioning Equipment and Air Handlers OK Service
Fans and Motors:
Verify operation.
Inspect duct connections and ductwork for damage and leaks.
Inspect tension on fan belts, and change as needed.
Lubricate fan shaft bearings.
Clean intake screen on motor.
Inspect fan blade for free rotation, cracks and alignment.
Lubricate dampers and report condition.
Contractor shall clean coils once per year in the Spring and report on the condition in subsequent visits.
Starter:
Inspect wiring for security and damage.
Inspect switch gear, starter and contactor points.
Inspect starter for signs of wears, arcing, overheating, burns, etc.
Inspect electrical connections for tightness and absence of moisture.
Measure and record operating voltage and amperage.
Compressor:
Inspect vibration eliminators for security and damage.
Clean, flush and fill cooling system.
Tighten electrical terminal connections.
Verify refrigerant charge.
Verify oil level.
Inspect for vibrations and unusual noises.
Inspect moisture indicator for evidence of moisture.
Record compressor oil pressure.
Record suction pressure.
Record compressor discharge pressure.
Controls:
Inspect control center, clean and tighten connection and inspect components.
Test low pressure cutout, record and adjust if necessary.
Test high pressure safety, record and adjust if necessary.
Verify operation of fan cycling controller.
Heat Pump:
Check operation of reversing valve.
Verify heating/cooling switch over controls.
Verify operation of supplemental heating.
Inspect for unusual noises, odors, etc.
SH - Steam and Hot Water Boilers, Gas and Oil Burners Checklist OK Service
Steam Boiler Tests:
Perform slow drain test of low water cutoff.
Verify operation of makeup water system.
Inspect condition flues.
Inspect refractory and firebrick for defects.
Visually inspect exterior of boiler for possible leaks.
Inspect fireside of boiler.
Test emergency shut down.
Verify lever test safety relief valve.
Inspect flame condition.
Verify operation of operating controls.
Inspect boiler thermocouples.
Inspect and tighten electrical connections.
Check boiler temperature reset controls.
Change boiler sequence order.
Atmospheric Gas Burner:
Inspect and clean all combustion air passages.
Bubble leak test gas train.
Inspect high tension wire for deterioration.
Inspect and set spark gap.
Test flue damper and end switch controls for proper operation.
Power Gas Burner:
Inspect and clean air intake screens, blowers and passages.
Test linkage for ease of operation and lubricate as required.
Verify operation of primary and secondary air dampers - clean as required.
Inspect starter for signs of wear, overheating, arcing, burns, etc.
Inspect for unusual noises, vibrations, odors, etc.
Lubricate motor bearings.
Oil Burners:
Remove, clean and inspect nozzles.
Inspect and clean air intake screens.
Change oil filter.
Inspect for unusual noises.
Provide flue gas analysis report.
Power Burner:
Inspect and clean air intake screens, blowers and passages.
Lubricate motor bearings.
Inspect for unusual noises, vibrations, odors, etc.
SPSYS - Split System OK Service
Condenser Fan Motor:
Verify operation.
Inspect tension on fan belts, and change as needed.
Lubricate fan shaft bearings.
Lubricate motor bearings.
Clean intake screen on motor.
Inspect fan blade for free rotation, cracks and alignment.
Inspect for vibrations and unusual noises.
Inspect wiring for security and damage.
Inspect switch gear, starter and contactor points.
Inspect starter for sign of wear, arcing, overheating, burns, etc.
Inspect electrical connections for tightness and absence of moisture.
Measure and record the operating voltage and amperage.
Compressor:
Inspect vibration eliminators for security and damage.
Clean debris away from condensing unit.
Tighten electrical terminal connections.
Verify refrigerant charge.
Verify oil level.
Inspect for vibration and unusual noises.
Inspect moisture indicator and report evidence of moisture.
Test for refrigerant leaks and report results.
Controls:
Inspect control center, clean and tighten connection and inspect components.
Test low pressure cutout, record and adjust if necessary.
Test high pressure safety, record and adjust if necessary.
Verify operation of fan cycling controller.
Fans and Motors:
Verify Operation.
Inspect wiring for security and damage.
Inspect duct connections and ductwork for damage leaks.
Inspect tension on fan belts, and change at least once per year.
Lubricate fan shaft bearings.
Clean intake screen on motor.
Inspect fan blade for free rotation, cracks and alignment.
Annual coil cleaning in the Spring
TC - Temperature Controls OK Service
Controllers:
Verify the controller is in control at the desired values.
Change one set point value, verify smooth response, verify that controller and controlled devices reach equilibrium Return set point to original value and observe reaction.
Check LED indicators to verify communications.
Consultation Services:
Review with customer representative current comfort and control objectives.
Determine control parameters for each zone for the occupied and unoccupied modes.
Inspect wiring for signs of corrosion, fraying and discoloration.
Check power supply voltages.
Remove excessive dust from controller.
HVAC Controls:
Review sequence of operations.
Check operation of all dampers.
Check all control valves.
UH - Unit Heaters OK Service
Fans and Motors:
Verify operation.
Inspect duct connections and ductwork for damage and leaks.
Inspect tension on fan belts, and change as needed.
Lubricate fan shaft bearings.
Lubricate motor beatings Clean intake screen on motor.
Inspect fan blade for free rotation, cracks and alignment.
Report condition of coils clean/dirty.
Contractor shall clean coils once per year in the Spring and report on the condition in subsequent visits.
Gas Burner:
Inspect and clean combustion and air passages.
Remove, clean and inspect nozzles.
Test and secure mounting plates.
Inspect ignition assembly and electrodes and clean if necessary.
Inspect high tension wire for discoloration.
Inspect and set spark gap.
Inspect for unusual noises, odors, etc.
UV - Unit Ventilators OK Service
Fans and Motors:
Verify operation.
Inspect duct connections and ductwork for damage and leaks.
Inspect tension on fan belts, and change as needed.
Lubricate fan shaft bearings.
Lubricate motor beatings Clean intake screen on motor.
Inspect fan blade for free rotation, cracks and alignment.
Report condition of coils clean/dirty.
Contractor shall clean coils once per year in the Spring and report on the condition in subsequent visits.
Starter:
Inspect wiring for security and damage.
Inspect switch gear, starter and contactor points.
Inspect starter for signs of wear, arcing, overheating, burns, etc.
Inspect electrical connections for tightness and absences of moisture.
Measure and record operating voltage and amperage.
VAV - Variable Air Volume Device OK Service
Fans and Motors:
Verify operation.
Check and Modulate the thermostat to verify correct control and actuator operation Check and clean all electrical controls and pressure switches Check all linkages for secure fitting and for ease of movement. * Lubricate where necessary.
Check fan and motor for correct operation, where applicable.
Inspect duct connections and ductwork for damage and leaks.
Lubricate dampers and report condition.
WH - Water Heater OK Service
Atmospheric Gas Burner:
Inspect and clean all combustion air passages.
Bubble leak test gas train.
Inspect high tension wire for deterioration.
Inspect and set spark gap.
Test flue damper and end switch controls for proper operation.
Power Gas Burner:
Inspect and clean air intake screens, blowers and passages.
Test linkage for ease of operation and lubricate as required.
File details come from the government source that posted it. Updated .