HVCD2AG26SB ATTACHMENT T - Checklists.pdf

Table of Contents

AIR COOLED CHILLER CHECKLIST

AIR HANDLING UNIT CHECKLIST

CABINET HEATERS- ELECTRIC HEAT CHECKLIST

CAST IRON BOILER CHECKLIST

CENTRIFUGAL PUMP CHECKLIST

CONDENSER CHECKLIST

CONDENSING UNIT CHECKLIST

CONTROLS CHECKLIST

DUCT MOUNTED COILS-ELECTRIC HEAT CHECKLIST

DUCT MOUNTED COILS-HOT WATER HEAT CHECKLIST

ELECTRIC FINTUBE RADIATION CHECKLIST

EXHAUST FAN CHECKLIST

FINTUBE RADIATION CHECKLIST (WATER)

GAS/OIL FIRED FURNACE CHECKLIST

HEAT PUMP UNIT CHECKLIST

HUMIDIFIER CHECKLIST

INFRARED HEATERS-GAS/OIL CHECKLIST

MAKE-UP AIR UNIT CHECKLIST

OIL TRANSFER PUMP CHECKLIST

ROOFTOP UNIT CHECKLIST

SUPPLY AIR FAN CHECKLIST

UNIT HEATERS-ELECTRIC HEAT CHECKLIST

UNIT HEATERS-GAS/OIL FIRED CHECKLIST

UNIT HEATERS-HOT WATER HEAT CHECKLIST

VAV BOX W/ ELECTRIC REHEAT CHECKLIST

VAV BOX W/ HOT WATER REHEAT CHECKLIST

VAV BOX W/O COIL OR FAN CHECKLIST

AIR COOLED CHILLER CHECKLIST

Type of Service: Date Of Service:

Unit Being Serviced: Facility:

Service Technician:

QUARTERLY

Verify operating conditions. Log compressor suction and discharge pressures and oil pressure.

Verify chilled water temperatures and put in log. Adjust as required.

Check superheat for proper setting. Adjust as required.

Check compressor current draw and compare to nameplate rating.

Check amperages of pump and fan motor and compare to nameplate rating.

Verify that oil heaters are operative.

Check oil line temperature.

Check oil for appearance and quantity. Add oil/Change filter as required.

Check moisture indicator.

Verify operation of all operating controls. Repair/Replace as required.

Verify operation of all safety and auxiliary controls. Readjust/Replace as required.

Clean all contactors and tighten all terminal connections.

Verify compressor operation. Repair as needed.

Verify evaporator operation.

Check refrigerant piping and valves for leaks/damage. Repair/Replace as required.

Check evaporator for leaks/damage. Repair/Replace as required.

Check relief valve(s) for damage. Replace as required.

Clean all strainers.

Check moisture indicator.

SEASONAL - SHUTDOWN

Lockout shutoff valve in the water supply line.

Verify power to oil heaters.

Check insulation for deterioration. Repair/replace as needed.

Check unit for corrosion. Clean and paint rusted surfaces. Do not paint manufacturer’s nameplates.

Clean manufacturer’s nameplates Check all vibration isolation equipment damage/deterioration.

AIR COOLED CHILLER CHECKLIST

SEASONAL START-UP

Check all motor windings resistance to ground.

Verify compressor motor starter operation.

Verify operation of oil heaters.

Check and tighten all electrical connections.

Replace air filter(s).

Verify Operation of all safety and auxiliary controls.

Lubricate all bearings and motors.

Check moisture indicator.

Checkout and start-up system per manufacturer’s checkout and start-up procedures.

AIR HANDLING UNIT CHECKLIST

Replace air filters. (Replacement filters shall be marked and dated).

Check Fan Belts for tension, alignment and wear. Adjust/Replace as needed.

Check Damper Linkage/Movement. Adjust and Lubricate as needed.

Check Refrigerant, both site glass and refrigerant charge. Adjust as needed. Check for leaks and repair if undercharged.

Check access panels for tight fit. Replace screws, handles etc. as needed. Oil hinges if applicable.

Verify operation of unit static pressure control sensor.

Check Drain Pans for proper drainage, leakage, dirt and mold. Clean/Repair as needed.

Inspect for vibration and unusual noises.

Check fuses and circuit breakers.

Check bird screens and outside air dampers for damage, blockage and cleanliness.

Repair/clean as needed.

Inspect flexible duct connections for damage and leakage. Repair/Replace as needed.

Inspect coils for damage, blockage, dirt etc. Clean as needed. Comb/Straighten fins.

SEASONAL

Verify Sequence of operation.

Verify Variable Frequency Drive operation.

Clean bird and insect screens.

Verify functioning of all safety and auxiliary controls.

Check gages. Replace as needed. Note all vacuum and pressure readings in logs. Measure and note supply air temperatures during normal operation.

Clean strainers. Operate shutoff valves.

Test and verify interlock controls.

Verify proper operation of all actuators.

Power wash coils with a coil cleaner and flush. Straighten fins after cleaning.

Check safety and auxiliary controls.

Check refrigerant piping, valves and accessories for leaks. Repair/replace as needed and recharge.

Check water piping valves and accessories for leaks. Repair/replace as needed.

Inspect fan blades and motor windings, clean as needed Inspect and tighten electric connections. Clean contacts and verify proper operation.

Check all piping insulation for damage or deterioration. Repair/replace as needed Inspect coils for damage, blockage etc.

AIR HANDLING UNIT CHECKLIST

Repair/replace/clean as required.

Clean hot and cold deck coils if applicable.

Lubricate bearings, fans and motors.

Lubricate dampers. Adjust damper linkage.

Clean intake screen on motors.

Inspect fan wheel/blades for free rotation, cracks and alignment.

Touch up paint on unit casings. Match existing color as close as possible. Do not paint manufacturer’s nameplates.

Clean manufacturer’s nameplates.

Inspect all structural equipment supports for corrosion and damage.

CABINET HEATERS- ELECTRIC HEAT CHECKLIST

Check access panels for tight fit. Replace screws, handles etc. as needed. Oil hinges if applicable.

Check for excessive noise or vibration.

Check fuses and circuit breakers.

Verify thermostat/sensor indication of room temperature is actual room temperature.

Check power wiring for proper connection, frayed wires etc.

Repair as required. Inspect coils for damage, blockage etc.

Repair/replace/clean as required. Verify functioning of all safety and auxiliary controls.

SEASONAL CHANGEOVER

Check electric heating coil for damage/debris. Repair or replace as required.

Lubricate fan and motor as required.

Check controls for proper wiring and operation. Verify sequence of operation.

Check units for proper air flow. Adjust as needed.

Inspect fan blades and motor windings. Clean as needed.

Inspect and tighten electrical connections. Clean contacts and verify proper operation.

Lubricate bearings, fans and motors.

Touch up paint on unit casings. Match existing color as close as possible. Do not paint manufacturer’s nameplates.

Clean manufacturer’s nameplate.

Inspect unit mounting hardware and supports for corrosion and damage. Repair/replace as required.

CAST IRON BOILER CHECKLIST

Check low water cutoff for debris. Clean as required.

Check pilot and main burner flames. Adjust as required.

Check piping and pump(s) for leaks or damage. Repair/replace as required.

Check combustion and ventilation air supply for obstructions and debris. Clean as

Verify sequence of operation.

Clean boiler.

Change nozzle.

Adjust burner.

Check flue, barometric damper and chimney. Clean as required.

Check boiler efficiency. Adjust as required and record efficiency.

Check boiler water for contamination and sediment/sludge. Blowdown as required.

Check low water cutoff for debris. Clean as required.

Check oil/gas train. Repair or replace as required.

Verify sequence of operation.

Check pilot and main burner flame. Adjust as required.

Check piping for leaks/damage. Repair/replace as required.

Verify functioning of all safety and auxiliary controls.

Verify temperature and pressure readings are as specified. Adjust as required.

Check relief valve for proper operation. Repair/replace as required.

Check circulating pump(s) for leaks and damage. Repair/replace as required.

Check combustion and ventilation air supply for obstructions and debris. Clean as required.

Change oil filter(s).

Inspect motor windings. Clean as needed.

Inspect and tighten electrical connections. Clean contacts and verify proper operation.

Lubricate bearings and motors.

Clean intake screens on motors and blower.

Check blower wheel for free rotation, cracks and alignment.

Touch up paint on unit casings. Match existing color as close as possible. Do not paint manufacturer’s nameplate.

Clean manufacturer’s nameplate.

Inspect all equipment supports for corrosion and damage.

Verify boiler area is free of combustible materials. Clean area as required.

Change oil filter(s)

CENTRIFUGAL PUMP CHECKLIST

Verify operating conditions of all safety and auxiliary controls.

Verify operation of all operating controls and interlocks Verify chilled/hot water temperatures and put in log. Adjust as required.

Verify suction and discharge pressures and put in log. Adjust as required.

Check motor current draw and compare to nameplate rating.

Inspect for vibration and unusual noises.

Check fuses and circuit breakers.

Repair/Replace as required.

Verify operation.

Readjust/Replace as required. Clean all contactors and tighten all terminal connections and verify proper operation.

Clean all strainers.

Checks pump flexible connections for deterioration/alignment. Replace/Realign as

Check for leaks.

Check all wiring for frayed/damaged wires. Repair/Replace as required Lubricate all bearings and motors.

Verify operating conditions.

Check and tighten all electrical connections.

Clean intake screens on motors.

Verify pump and motor are level. Shim as required.

Check pipe insulation for damage/deterioration. Repair/Replace as required.

Check all bearing for leaks. Repair/Replace as required.

CONDENSER CHECKLIST

Check Damper Linkage/Movement. Adjust and Lubricate as needed.

Check Refrigerant, and refrigerant charge. Adjust as needed. Check for leaks and repair if undercharged.

Check access panels for tight fit. Replace screws, handles etc. as needed. Oil hinges if applicable.

Inspect for vibration and unusual noises.

Check fuses and circuit breakers.

Verify operating pressures. Adjust as required.

Verify functioning of all safety and auxiliary controls.

Check refrigerant piping and accessories for leaks. Repair/replace as needed. Recharge as required.

Verify operating pressures. Adjust as required.

Check gages. Replace as needed.

Measure ground resistance of compressor motor windings.

Test and verify interlock controls.

Verify proper operation of all actuators.

Power wash coils with a coil cleaner and flush. Straighten fins after cleaning.

Check safety and auxiliary controls.

Inspect fan blades and motor windings, clean as needed.

Inspect and tighten electric connections. Clean contacts and verify proper operation.

Lubricate bearings, fans and motors.

Lubricate dampers. Adjust damper linkage.

Clean intake screen on motors.

Inspect fan wheel/blades for free rotation, cracks and alignment.

Check piping insulation for damage or deterioration. Repair/replace as needed.

CONDENSING UNIT CHECKLIST

Check Damper Linkage/Movement. Adjust and Lubricate as needed.

Check Refrigerant, both site glass and refrigerant charge. Adjust as needed. Check for leaks and repair if undercharged.

Check access panels for tight fit. Replace screws, handles etc. as needed. Oil hinges if applicable.

Inspect for vibration and unusual noises.

Check fuses and circuit breakers.

Inspect coils for damage, blockage, dirt etc. Clean as needed. Comb/Straighten fins.

Check refrigerant piping and accessories for leaks.

Repair/replace as needed. Recharge as required.

Verify operating pressures and superheat. Adjust as required.

Check condensate line for clog or physical damage, repair or replace as needed.

Check refrigerant piping and accessories for leaks. Repair/replace as needed. Recharge as required.

Check gages. Replace as needed.

Test compressor oil for acidity.

Measure ground resistance of compressor motor windings.

Test and verify interlock controls.

Verify proper operation of all actuators.

Power wash coils with a coil cleaner and flush. Straighten fins after cleaning.

Check safety and auxiliary controls.

Inspect fan blades and motor windings, clean as needed.

Inspect and tighten electric connections. Clean contacts and verify proper operation.

Lubricate bearings, fans and motors.

Lubricate dampers. Adjust damper linkage.

Clean intake screen on motors.

Inspect fan wheel/blades for free rotation, cracks and alignment.

Check piping insulation for damage or deterioration. Repair/replace as needed.

Touch up paint on unit casings. Match existing color as close as possible. Do not paint manufacturer’s nameplates.

Inspect all structural equipment supports for corrosion and damage

CONTROLS CHECKLIST

Check wiring for frayed or damaged wires and connections Repair/replace as required.

Check stats, probes and sensors for debris or damage. Clean/replace as required.

Verify operation of all control devices. Repair/replace as required.

Verify calibration of all devices requiring calibration. Re-calibrate as required.

Check wiring for frayed or damaged wires. Repair/replace as required.

Verify sequence(s) of operation. Adjust as directed.

Check stats, probes and sensors for debris or damage. Clean/replace as required.

Inspect and tighten all wiring connections. Clean contacts and terminals. Verify proper operation.

Verify thermostats, humidistats, sensors etc are at design set point and that room or space is at set point. Adjust as required.

Verify operation of all control devices. Repair/replace as required.

Verify calibration of all devices requiring calibration. Re-calibrate as required.

Check wiring for frayed or damaged wires. Repair/replace as required.

Verify sequence(s) of operation. Adjust as required.

DUCT MOUNTED COILS-ELECTRIC HEAT CHECKLIST

Check for excessive noise or vibration.

Check fuses and circuit breakers.

Verify thermostat/sensor indication of room temperature is actual room temperature.

Check power wiring for proper connection, frayed wires etc.

Repair as required. Inspect coils for damage, blockage etc.

Repair/replace/clean as required. Verify functioning of all safety and auxiliary controls.

Check controls for proper wiring and operation. Verify sequence of operation.

Check for proper air flow. Adjust as needed.

Inspect and tighten electrical connections. Clean contacts and verify proper operation.

Clean manufacturer’s nameplate.

DUCT MOUNTED COILS-HOT WATER HEAT CHECKLIST

Verify Thermostat/sensors indication of room temperature is actual room temperature.

Inspect for vibration and unusual noises.

Check coils, valves and piping for leaks. Repair as needed.

Check control valve wiring for proper connection, frayed wires etc. Repair as required.

Check hot water heating coils for damage blockage etc. Repair, replace or clean as required. Comb/Straighten fins.

Verify Sequence of Operation.

Verify functioning of all controls.

Test and verify interlock controls.

Clean hot water strainers.

Check control valve for proper operation. Adjust as needed.

Check for proper airflow. Adjust as needed.

Inspect and Tighten control valve wiring connections.

Electric Fintube Radiation Checklist

Verify space is at design set point.

Check all wiring for frayed or damaged wires. Repair/replace as required.

Inspect and tighten all electrical connections. Clean contacts and verify proper operation.

Clean fintube and enclosure.

Check enclosure for damage. Repair/replace as required.

Touch up on enclosures. Match existing color as close as possible.

EXHAUST FAN CHECKLIST

Replace Air Filters (where applicable).

Check Damper Linkage/Movement. Adjust and Lubricate as needed.

Check access panels for tight fit. Replace screws, handles etc. as needed. Oil hinges if applicable.

Verify operation of unit static pressure control sensor.

Inspect for vibration and unusual noises.

Check fuses and circuit breakers.

Check bird screens for damage, blockage and cleanliness. Repair/clean as needed.

Verify Sequence of operation.

Verify Variable Frequency Drive operation.

Clean bird and insect screens.

Verify functioning of all safety and auxiliary controls.

Measure air flow and static pressure during normal operation.

Test and verify interlock controls.

Verify proper operation of all actuators.

Check safety and auxiliary controls.

Inspect fan blades and motor windings, clean as needed.

Inspect and tighten electric connections. Clean contacts and verify proper operation.

Lubricate bearings, fans and motors.

Lubricate dampers. Adjust damper linkage.

Clean intake screen on motors.

Inspect fan wheel/blades for free rotation, cracks and alignment.

Touch up paint on unit casings. Match existing color as close as possible. Do not paint manufacturer’s nameplates.

FINTUBE RADIATION CHECKLIST

(WATER)

Verify space is at design set point.

Check piping, valves and fintube for corrosion, leaks and damage. Repair/replace as required.

Clean fintube and enclosures.

Check enclosures for damage. Repair/replace as required.

Touch up paint on enclosures. Match existing color as close as possible.

GAS/OIL FIRED FURNACE CHECKLIST

Replace air filters

Check Damper Linkage/Movement. Adjust and Lubricate as needed.

Check access panels for tight fit. Replace screws, handles etc. as needed. Oil hinges if applicable.

Inspect for vibration and unusual noises.

Check fuses and circuit breakers.

Check bird screens and outside air dampers for damage, blockage and cleanliness.

Repair/clean as needed. Inspect flexible duct connections for damage and leakage.

Repair/Replace as needed. Inspect coils for damage, blockage, dirt etc. Clean as needed.

Comb/Straighten fins. Inspect for fuel leaks. Change oil filter(s)

Tune burners. Check/Adjust/Replace electrodes, nozzles, seals, gaskets etc.

Check pump pressure and adjust to manufacturer’s specs, Clean burner air tube, fan housing and blower wheel. Seal any air leaks into combustion chamber.

Check fuel train. Repair/Replace as required.

Measure draft, CO2 or O2, net stack temperature, smoke density and carbon monoxide.

Note final readings, after adjustments, in logs. Check for restrictions in flues/chimneys.

Adjust barometric dampers, flue/chimney caps and fans/damper for combustion air sources. Check for pulsations and rumbles. Clean bird and insect screens.

Verify functioning of all safety and auxiliary controls.

Check gages. Replace as needed. Note all vacuum and pressure readings in logs.

Measure and note supply air temperatures during normal operation.

Clean strainers. Adjust regulators and pressure reducing valves. Operate shutoff valves.

Test and verify interlock controls.

Verify proper operation of all actuators.

Inspect flues for leaks and cracks. Drain/Clean flues of condensation and dirt. Check the barometric damper.

Power wash coils with a coil cleaner and flush. Straighten fins after cleaning.

Clean secondary heat exchanger and combustion area. Clean transformer bushings, springs and cad cell surface.

GAS/OIL FIRED FURNACE CHECKLIST

SEASONAL (cont.)

Check safety and auxiliary controls.

Change oil filter(s) and nozzles.

Inspect fan blades and motor windings, clean as needed.

Inspect and tighten electric connections. Clean contacts and verify proper operation.

Lubricate bearings, fans and motors.

Lubricate dampers. Adjust damper linkage.

Clean intake screen on motors.

Inspect fan wheel/blades for free rotation, cracks and alignment.

Touch up paint on unit casings. Match existing color as close as possible. Do not paint manufacturer’s nameplates.

HEAT PUMP UNIT CHECKLIST

Replace air filters.

Check Damper Linkage/Movement. Adjust and Lubricate as needed.

Check Refrigerant, both site glass and refrigerant charge. Adjust as needed. Check for leaks and repair if undercharged.

Check access panels for tight fit. Replace screws, handles etc. as needed. Oil hinges if applicable.

Verify operation of unit static pressure control sensor.

Inspect Ductwork, insulation and covering on roof for air and water leakage. Repair as needed.

Check Drain Pans for proper drainage, leakage, dirt and mold. Clean/Repair as needed.

Inspect condensation lone for blockage or physical damage, repair or replace as required, Inspect for vibration and unusual noises.

Check fuses and circuit breakers.

Check moisture eliminators, bird screens and outside air hoods for damage, blockage and cleanliness.

Repair/clean as needed. Inspect flexible duct connections for damage and leakage.

Repair/Replace as needed. Inspect coils for damage, blockage, dirt etc. Clean as needed.

Comb/Straighten fins. Verify operation of auxiliary heat.

Clean fan housing and blower wheel. Seal any air leaks into combustion chamber.

Clean bird and insect screens.

Verify functioning of all safety and auxiliary controls.

Test compressor oil for acidity.

Measure ground resistance of compressor motor windings.

Test and verify interlock controls.

Verify proper operation of all actuators.

Power wash coils with a coil cleaner and flush. Straighten fins after cleaning.

Check safety and auxiliary controls.

Inspect fan blades and motor windings, clean as needed.

Inspect and tighten electric connections. Clean contacts and verify proper operation.

Lubricate bearings, fans and motors.

Lubricate dampers. Adjust damper linkage.

HEAT PUMP UNIT CHECKLIST

SEASONAL (cont.)

Clean intake screen on motors.

Inspect fan wheel/blades for free rotation, cracks and alignment.

Touch up paint on unit casings. Match existing color as close as possible. Do not paint manufacturer’s nameplates.

Humidifier Checklist

Check plumbing connections and valves for leaks or damage. Repair/replace as needed.

Verify room RH is at set point. Adjust as required.

Check drain valves for blockage and proper operation. Clean/repair/replace as required.

Check fuses and circuit breakers.

Verify sequence of operation.

Check high limit duct stat.

Check elements electrical connections for frayed/damaged wiring. Repair/replace as

Check evaporation and elements for corrosion/cracking. Replace as required.

Verify sequence of operation.

Check high limit duct stat.

Check evaporation chamber and elements for corrosion/cracking. Replace as required.

Check elements electrical connections for frayed/damaged wiring. Repair/replace as required.

Verify functioning of all safety and auxiliary controls.

Check dispersion tube for damage or debris. Clean/replace as required.

Inspect and tighten all electrical connections. Clean contacts and verify proper operation.

Check drain valves for blockage and proper operation. Clean/repair/replace as required.

Check fuses and circuit breakers.

For extended shutdown, drain the unit.

Touch up paint on unit casings. Match existing color as close as possible. Do not paint manufacturer’s nameplates.

INFRARED HEATERS-GAS/OIL CHECKLIST

Check fuel supply system and inspect for leaks. Repair/Replace as required.

Check combustion air inlets and connecting ductwork for obstructions and damage.

Repair as needed.

Verify thermostats/sensors indication of room temperature is actual room temperature.

Check for noise and vibration. Repair as required.

Check vacuum exhaust for proper operation. Repair as required.

Check fuses and circuit breakers. Replace as needed.

Check wiring for proper connections, frayed wires etc. Repair as required.

Check air flow switch for proper operation. Replace as required.

Check air adjustment plate. Adjust as needed.

Change fuel filters if the heater is oil fired.

Change nozzles.

Inspect hanging hardware such as chains for wear or corrosion. Replace as required.

Check housing assembly for deterioration. Replace/Repair as required.

Inspect radiant tubing for cracks, holes or physical damage. Replace as required.

Check ignition assembly. Replace as needed.

Lubricate bearings, fans and motors.

Inspect entire system.

Inspect hanging hardware such as chains for damage and corrosion. Replace as needed.

Check nozzles. Replace as required.

Clean reflectors and burner assembly.

Lubricate bearings, fans and motors.

Clean Manufacturer’s nameplates.

MAKE-UP AIR UNIT CHECKLIST

Check Pre-Filter Air Filters for dirt, damage and position. Replace as needed.

Check Fan Belts for tension, alignment and wear. Adjust/Replace as needed.

Check Damper Linkage/Movement. Adjust and Lubricate as needed.

Check access panels for tight fit. Replace screws, handles etc. as needed. Oil hinges if applicable.

Verify operation of unit static pressure control sensor.

Inspect for vibration and unusual noises.

Check fuses and circuit breakers.

Check bird screens and outside air dampers for damage, blockage and cleanliness.

Repair/clean as needed.

Verify functioning of all safety and auxiliary controls.

Measure and note supply air temperatures during normal operation.

Test and verify interlock controls.

Verify proper operation of all actuators.

Check safety and auxiliary controls.

Check water piping valves and accessories for leaks. Repair/replace as needed.

Replace Pre-Filter Air Filters.

Inspect fan blades and motor windings, clean as needed.

Inspect and tighten electric connections. Clean contacts and verify proper operation.

Check all piping insulation for damage or deterioration. Repair/replace as needed.

Lubricate bearings, fans and motors.

Lubricate dampers. Adjust damper linkage.

Clean intake screen on motors.

Inspect fan wheel/blades for free rotation, cracks and alignment.

OIL TRANSFER PUMP CHECKLIST

Check for noise and vibration. Repair as required Check safety relief valve. Adjust/replace as required.

Check fuel supply system and inspect for leaks. Repair/Replace as required.

Check gauges recording discharge and vacuum pressures make adjustment for proper operation.

Check fuses and circuit breakers. Replace as needed. Check wiring for proper connections, frayed wires etc. Repair as required. Check air flow switch for proper operation.

Change fuel filters and clean strainer baskets.

Remove head. Examine idler, bushing, head and pin for wear. Replace as

Clean Pump(s).

Change filters .

Grease zurk fittings with hand gun and #2 ball bearing grease. Use appropriate grease for hot or cold applications.

Check Packing. Adjust or replace as required.

Check clearance between end of rotor teeth and head. Adjust (reset) as required.

Replace pressure and vacuum gauges.

ROOFTOP UNIT CHECKLIST

Replace Air Filters.

Check Damper Linkage/Movement. Adjust and Lubricate as needed.

Check Refrigerant, both site glass and refrigerant charge. Adjust as needed. Check for leaks and repair if undercharged.

Check access panels for tight fit. Replace screws, handles etc. as needed. Oil hinges if applicable.

Verify operation of rooftop unit static pressure control sensor.

Inspect Ductwork, insulation and covering on roof for air and water leakage. Repair as needed.

Check Drain Pans for proper drainage, leakage, dirt and mold. Clean/Repair as needed.

Check condensate lines for clog or physical damage. Repair or replace as needed.

Inspect for vibration and unusual noises.

Check fuses and circuit breakers.

Check moisture eliminators, bird screens and outside air hoods for damage, blockage and cleanliness. Repair/clean as needed.

Inspect flexible duct connections for damage and leakage. Repair/Replace as needed.

Replace air filters.

Inspect for fuel leaks.

Tune burners. Check/Adjust/Replace electrodes, nozzles, seals, gaskets etc. Check pump pressure and adjust to manufacturer’s specs, Clean burner air tube, fan housing and blower wheel. Seal any air leaks into combustion chamber.

Check fuel train. Repair/Replace as required.

Measure draft, CO2 or O2, net stack temperature, smoke density and carbon monoxide.

Note final readings, after adjustments, in logs. Check for restrictions in flues/chimneys.

Adjust barometric dampers, flue/chimney caps and fans/damper for combustion air sources. Check for pulsations and rumbles. Clean bird and insect screens.

Verify functioning of all safety and auxiliary controls.

Check gages. Replace as needed. Note all vacuum and pressure readings in logs. Measure and note supply air temperatures during normal operation.

ROOFTOP UNIT CHECKLIST

Clean strainers. Adjust regulators and pressure reducing valves. Operate shutoff valves.

Test compressor oil for acidity.

Measure ground resistance of compressor motor windings.

Test and verify interlock controls.

Verify proper operation of all actuators.

Inspect flues for leaks and cracks. Drain/Clean flues of condensation and dirt. Check the barometric damper.

Power wash coils with a coil cleaner and flush. Straighten fins after cleaning.

Clean secondary heat exchanger and combustion area. Clean transformer bushings, springs and cad cell surface.

Check safety and auxiliary controls.

Inspect fan blades and motor windings, clean as needed.

Inspect and tighten electric connections. Clean contacts and verify proper operation.

Lubricate bearings, fans and motors.

Take amp draw of motors and record amp readings in the log.

Lubricate dampers. Adjust damper linkage.

Clean intake screen on motors.

Inspect fan wheel/blades for free rotation, cracks and alignment.

Touch up paint on unit casings. Match existing color as close as possible. Do not paint manufacturer’s nameplates.

SUPPLY AIR FAN CHECKLIST

Check Damper Linkage/Movement. Adjust and Lubricate as needed.

Check access panels for tight fit. Replace screws, handles etc. as needed. Oil hinges if applicable.

Verify operation of unit static pressure control sensor.

Inspect for vibration and unusual noises.

Check fuses and circuit breakers.

Check bird screens for damage, blockage and cleanliness. Repair/clean as needed.

Clean bird and insect screens.

Verify functioning of all safety and auxiliary controls.

Measure air flow and static pressure during normal operation.

Test and verify interlock controls.

Verify proper operation of all actuators.

Check safety and auxiliary controls.

Inspect fan blades and motor windings, clean as needed.

Inspect and tighten electric connections. Clean contacts and verify proper operation.

Lubricate bearings, fans and motors.

Lubricate dampers. Adjust damper linkage.

Clean intake screen on motors.

Inspect fan wheel/blades for free rotation, cracks and alignment.

Touch up paint on unit casings. Match existing color as close as possible. Do not paint manufacturer’s nameplates.

UNIT HEATERS-ELECTRIC HEAT CHECKLIST

Check for excessive noise or vibration.

Check fuses and circuit breakers.

Verify thermostat/sensor indication of room temperature is actual room temperature.

Check power wiring for proper connection, frayed wires etc. Repair as required.

Inspect coils for damage, blockage etc. Repair/replace/clean as required.

Lubricate fan and motor as required.

Check controls for proper wiring and operation. Verify sequence of operation.

Check units for proper air flow. Adjust as needed.

Clean and inspect fan blades and motor windings.

Inspect and tighten electrical connections. Clean contacts and verify proper operation.

Lubricate bearings, fans and motors.

Clean manufacturer’s nameplate.

UNIT HEATERS-GAS/OIL FIRED CHECKLIST

applicable.

Verify Thermostat/sensors indication of room temperature is actual room temperature.

Inspect for vibration and unusual noises.

Check fuses and circuit breakers.

Check bird screens and outside air hoods for damage, blockage and cleanliness.

Repair/Clean as needed.

Inspect for fuel leaks.

Change oil filter(s).

Tune burners. Replace Electrodes, Nozzles, seals, gaskets etc.

Replace Oil/Fuel Filters and nozzles.

Measure Draft, Smoke Density and Carbon Monoxide. Check for restrictions in flues/chimneys. Adjust barometric dampers, flue/chimney caps and fans/dampers for combustion air sources. Check for pulsations and rumbles. Clean bird and insect screens.

Verify functioning of all safety and auxiliary controls.

Check gages. Replace as needed. Note all vacuum and pressure readings in logs. Note all temperature readings in logs. Measure and note supply air temperatures during normal operation.

Clean strainers. Adjust regulators and pressure reducing valves. Operate shutoff valves.

Test and verify interlock controls.

Verify proper operation of all actuators.

Check flue temperatures. Inspect flues for leaks and cracks. Drain flues of condensation and dirt.

Clean and inspect Fan Blades and Motor Windings.

Inspect and Tighten electric connections. Clean contacts and verify proper operation.

Lubricate Bearings, fans and motors.

Clean intake screen on motors.

Inspect Fan Wheel/Blades for free rotation, cracks and alignment.

Touch up paint on unit casings. Match existing color as close as possible. Do not paint manufacturer’s nameplates.

Clean manufacturer’s nameplates.

Inspect all structural equipment supports for corrosion and damage. Repair/Replace as

UNIT HEATERS-HOT WATER HEAT CHECKLIST

applicable.

Verify Thermostat/sensors indication of room temperature is actual room temperature.

Inspect for vibration and unusual noises.

Check fuses and circuit breakers.

Check fan and motor for damage and proper rotation. Repair/Replace as needed.

Check coils, valves and piping for leaks. Repair as needed.

Check power wiring for proper connection, frayed wires etc. Repair as required.

Check hot water heating coils for damage blockage etc. Repair, replace or clean as required. Comb/Straighten fins.

Check gauges and verify supply and discharge temperatures.

Clean strainers. Adjust regulators and pressure reducing valves. Operate shutoff valves.

Test and verify interlock controls.

Clean hot water strainers.

Check control valve for proper operation. Adjust as needed.

Lubricate fan and motor as required.

Check unit for proper airflow. Adjust as needed.

Clean and inspect Fan Blades and Motor Windings, clean as needed.

Inspect and Tighten electric connections. Clean contacts and verify proper operation.

Lubricate Bearings, fans and motors.

Clean intake screen on motors.

Inspect Fan Wheel/Blades for free rotation, cracks and alignment.

Clean manufacturer’s nameplates.

Inspect all structural equipment supports for corrosion and damage. Repair or replace as required.

Check control valve for proper operation. Adjust as needed.

Clean hot water strainers Vacuum Coils.

VAV BOX W/ ELECTRIC REHEAT CHECKLIST

Check primary air damper. Repair or replace as required.

Check induced air fan and motor for damage and proper rotation. Repair/replace as needed.

Check access panels for tight fit. Replace screws, handles etc. as needed. Oil hinges if applicable.

Check for excessive noise or vibration.

Check fuses and circuit breakers.

Check damper linkages/movement for proper rotation.

Check units for air leakage and dirt. Clean/repair as needed.

Verify thermostat/sensor indication of room temperature is actual room temperature.

Replace induced air filters.

Check power wiring for proper connection, frayed wires etc. Repair as required. Inspect coils for damage, blockage etc. Repair/replace/clean as required.

Check electric heating element for damage/debris. Repair or replace as required.

Lubricate induced air fan and motor as required.

Check controls for proper wiring and operation. Verify sequence of operation.

Check units for proper air flow. Adjust as needed.

Clean and inspect fan blades and motor windings.

Inspect and tighten electrical connections. Clean contacts and verify proper operation.

Lubricate bearings, fans and motors.

Lubricate damper and adjust linkage.

Clean manufacturer’s nameplate.

VAV BOX W/ HOT WATER REHEAT CHECKLIST

Check airflow sensor for dirt/debris. Clean as needed. Verify proper operation.

Check induced air fan and motor for damage and proper rotation. Repair/replace as needed.

Check access panels for tight fit. Replace screws, handles etc. as needed. Oil hinges if applicable.

Check for excessive noise or vibration.

Check fuses and circuit breakers.

Check damper linkages/movement for proper rotation.

Check units for air leakage and dirt. Clean/repair as needed.

Verify thermostat/sensor indication of room temperature is actual room temperature.

Check coil, valves and piping for leaks. Repair as needed.

Replace air filter.

Check power wiring for proper connection, frayed wires etc. Repair as required.

Clean and inspect coils for damage, blockage etc. Repair/replace/ as required.

Comb/Straighten fins. Verify functioning of all safety and auxiliary controls.

Check hot water heating coil for damage/debris. Repair or replace as required.

Comb/Straighten fins.

Lubricate induced air fan and motor as required.

Check controls for proper wiring and operation. Verify sequence of operation.

Check units for proper air flow. Adjust as needed.

Check control valve for proper operation. Adjust as needed.

Inspect fan blades and motor windings. Clean as needed.

Inspect and tighten electrical connections. Clean contacts and verify proper operation.

Lubricate bearings, fans and motors.

Lubricate damper and adjust linkage.

Clean manufacturer’s nameplate.

Inspect unit mounting hardware and supports for corrosion and damage. Repair/replace as required.

Check hot water heating coil for damage/debris. Repair or replace as required.

Comb/Straighten fins.

Check control valve for proper operation. Adjust as needed.

VAV BOX W/O COIL OR FAN CHECKLIST

Check airflow sensor for dirt/debris. Clean as needed. Verify proper operation.

Check access panels for tight fit. Replace screws, handles etc. as needed. Oil hinges if applicable.

Replace Air Filter where applicable.

Check for excessive noise or vibration.

Check damper linkages/movement for proper rotation.

Check units for air leakage and dirt. Clean/repair as needed.

Verify thermostat/sensor indication of room temperature is actual room temperature.

Check controls for proper wiring and operation. Verify sequence of operation.

Check units for proper air flow. Adjust as needed.

Inspect and tighten electrical connections. Clean contacts and verify proper operation.

Lubricate damper and adjust linkage.

Clean manufacturer’s nameplate.