Attachment H - Comprehensive Maintenance Plan R1.pdf

Preventive Maintenance Checklist:

Asset Type: Air Handler

Description: AIR HANDLING UNIT (DIRECT DRIVE)

Frequency: Quarterly 1Estimated Time (hours):A17QUCode:

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

Mechanics tool set.1

Vacuum and cleaning materials.2

Safety Guidelines

Schedule shutdown with operating personnel.1

De-energize, lock out and tag electrical circuit(s).2

Review and follow manufacturer OM instructions.3

Record equipment damage or deficiencies.4

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

Record results in the equipment history log.6

Maintenance Procedures

Check/clean/adjust grills, dampers, vanes, linkages are required.

Check temperatures and pressures.

Check for unusual noise/vibration.

Inspect for leaks.

Check condition of extended lubrication lines when present.

Restore to service.

Clean up work area and remove trash.

PM Checklist Page 1 of 1Printed Thursday, October 26, 2023 A17QU

SAMPLE

Asset Type: AIR HANDLER

Description: AIR HANDLING UNIT

Frequency: AN 8Estimated Time (hours):AH01ANCode:

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

(T) Mechanics tool set1

(T) Tachometer2

(S) Safety glasses or goggles3

(S) Gloves4

(M) Cleaning products (use appropriate PPE)5

(M) Lubricants6

(T) Grease gun7

(T) Clamp-on ammeter8

(T) Fin comb9

(T) Self sealing, quick disconnect refrigerant hose fittings10

(T) Portable vacuum cleaner11

(T) Pressure washer12

(M) Coil cleaning solution13

(T) Electronic leak detector14

(S) Lockout/tagout kit15

(T) Refrigerant recovery machine16

(M) Replacement filter17

(M) Spare belt18

(M) Refrigerant19

(M) Corrosion removal materials, primer and paint20

(M) Algae tablets or Clorox bleach21

(T) Refrigerant vacuum pump.22

(T) Empty refrigerant gas cylinder, adequately sized.23

(M) Tube of leak lock.24

(T) Refrigeration tubing split box end wrenches.25

(T) New schrader valve access pot caps, with seals.26

(T) New schrader valve stems, with insert tool and lock off tool.27

Safety Guidelines

Individual(s) performing maintenance must be certified in EPA approved refrigerant recovery procedures, and comply with the latest provisions of the United States Clean Air Act and Environmental Protection Agency regulations as they apply to protection of stratospheric ozone and the disposal of lead based paint residue.

Schedule outage of equipment with effected personnel.2

Review manufacturer's operation and maintenance instructions.3

De-energize, lockout, and tag circuit. CAUTION - Check that circuits are dead before proceeding with any work. Re-ascertain that you have identified and located the correct electrical circuit breaker, and any other source of power, i.e.: control power.

Follow site safety procedures and your supervisor's instructions.5

PM Checklist Page 1 of 3Printed Thursday, October 26, 2023 AH01AN

Description: AIR HANDLING UNIT

Frequency: AN 8Estimated Time (hours):AH01ANCode:

Refrigerant must not be intentionally vented to the atmosphere. Recover, reclaim, and recycle refrigerant. Maintain a log stating quantity and type of refrigerant added or removed. Disposal of refrigerant and refrigerant oils must be performed in accordance with published regulations and directives.

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

All tests shall conform to the manufacturer's test procedures and standard values. Insure all equipment is properly grounded, to no more than 5 ohms resistance.

Maintenance Procedures

Inspect filter. If necessary, perform the following maintenance.

Remove old filters.

Vacuum filter section of air handler.

Inspect frame, clamp, etc. for signs of wear or damage. Repair if necessary

Install new filters or clean old filters if they are a reusable type. Insure direction of airflow corresponds with the airflow arrow on the air filter, and that they are sized properly to cover the openings.

Inspect fan blades and other moving parts for dirt accumulation, damage, or excessive wear. Clean and repair as necessary.

Check fan RPMs against design specifications.

Inspect dampers for dirt accumulation, clean as necessary. Inspect seals, repair or replace as necessary.

Inspect damper actuators for proper operation. Adjust linkage if out of alignment.

Lubricate mechanical connections on dampers (use lubricant sparingly).

If equipped, drain and clean humidifier pan or pad. Replace pad if necessary. Remove corrosion and repair as necessary.

Perform motor maintenance.

Inspect ventilation ports for dirt accumulation or foreign objects.

Clean exterior of motor surface.

Check motor alignment. Inspect bearings for excessive wear.

Lubricate bearings according to manufacturer's recommendations.

Inspect belt alignment, condition, and tension. Adjust or replace as necessary.

Remove filler and drain plugs (use zerk fittings if installed).

Free drain hole of any hard grease or other blockage.

Add grease as required. Use high quality lithium based grease unless otherwise noted .

Check motor windings for soil/foreign object accumulation. Blow out, vacuum or clean as necessary.

Inspect motor and compressor hold down bolts, and grounding straps for tightness.

Perform unit maintenance.

Thoroughly clean interior and exterior of machine and inspect for damage.

Clean drain pan and lines and note excessive corrosion. Treat rusted areas with rust inhibitor.

CAUTION: Insure that rust inhibitor does not introduce volatile organic compounds or contaminants to drain pan. Thoroughly rinse drain pan after treatment.

PM Checklist Page 2 of 3Printed Thursday, October 26, 2023 AH01AN

Description: AIR HANDLING UNIT

Frequency: AN 8Estimated Time (hours):AH01ANCode:

On direct expansion units, use a halogen leak detector or similar device to inspect all refrigerant lines, fittings, and valves for leaks. Correct any leaks.

Check refrigerant level, add as necessary.

Inspect condition of cooling and reheat coils. If required, use fin comb to straighten fins.

Clean coils. Use detergent or coil cleaning solution if heavily soiled. CAUTION: Use appropriate PPE when handling cleaning products.

Drain and clean humidifier pad or pan, if equipped. Replace pad if necessary. Remove corrosion as required.

With power OFF, tighten, inspect all electrical connections for tightness, wiring for damaged insulation, etc. 11 Inspect and adjust vibration isolators.

Run Air Handler. Observe action of controls, relays, switches, etc. Insure that :

Humistat activates humidifier.

Re-heat coils operate properly.

Discharge air temperature is set properly.

Assure that Pre heat controls and safety cutout controls are within operating guidelines.

Double check evaporator coil operation using the pressure - temperature relationship chart & suggested superheat scale.

Inspect and adjust vibration isolators.

Remove tags, perform operational tests, and return to service.

PM Checklist Page 3 of 3Printed Thursday, October 26, 2023 AH01AN

Description: AIR HANDLING UNIT

Frequency: QU 2Estimated Time (hours):AH01QUCode:

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

(T) Mechanics tool set1

(T) Tachometer2

(S) Safety glasses or goggles3

(S) Gloves4

(M) Cleaning products (use appropriate PPE)5

(M) Lubricants6

(T) Grease gun7

(T) Clamp-on ammeter8

(T) Fin comb9

(T) Self sealing, quick disconnect refrigerant hose fittings10

(T) Portable vacuum cleaner11

(T) Pressure washer12

(M) Coil cleaning solution13

(T) Electronic leak detector14

(S) Lockout/tagout kit15

(T) Refrigerant recovery machine16

(M) Replacement filter17

(M) Spare belt18

(M) Refrigerant19

(M) Corrosion removal materials, primer and paint20

(M) Algae tablets or Clorox bleach21

(T) Refrigerant vacuum pump.22

(T) Empty refrigerant gas cylinder, adequately sized.23

(M) Tube of leak lock.24

(T) Refrigeration tubing split box end wrenches.25

(T) New schrader valve access pot caps, with seals.26

(T) New schrader valve stems, with insert tool and lock off tool.27

Safety Guidelines

Individual(s) performing maintenance must be certified in EPA approved refrigerant recovery procedures, and comply with the latest provisions of the United States Clean Air Act and Environmental Protection Agency regulations as they apply to protection of stratospheric ozone and the disposal of lead based paint residue.

Schedule outage of equipment with effected personnel.2

Review manufacturer's operation and maintenance instructions.3

De-energize, lockout, and tag circuit. CAUTION - Check that circuits are dead before proceeding with any work. Re-ascertain that you have identified and located the correct electrical circuit breaker, and any other source of power, ie: control power.

Follow site safety procedures and your supervisor's instructions.5

PM Checklist Page 1 of 3Printed Thursday, October 26, 2023 AH01QU

Description: AIR HANDLING UNIT

Frequency: QU 2Estimated Time (hours):AH01QUCode:

Refrigerant must not be intentionally vented to the atmosphere. Recover, reclaim, and recycle refrigerant. Maintain a log stating quantity and type of refrigerant added or removed. Disposal of refrigerant and refrigerant oils must be performed in accordance with published regulations and directives.

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

All tests shall conform to the manufacturer's test procedures and standard values. Insure all equipment is properly grounded, to no more than 5 ohms resistance.

Maintenance Procedures

Inspect filter. If necessary, perform the following maintenance.

Remove old filters.

Vacuum filter section of air handler.

Inspect frame, clamp, etc. for signs of wear or damage. Repair if necessary

Install new filters or clean old filters if they are a reusable type. Insure direction of airflow corresponds with the airflow arrow on the air filter, and that they are sized properly to cover the openings.

Inspect fan blades and other moving parts for dirt accumulation, damage, or excessive wear. Clean and repair as necessary.

Check fan RPMs against design specifications.

Inspect dampers for dirt accumulation, clean as necessary. Inspect seals, repair or replace as necessary.

Inspect damper actuators for proper operation. Adjust linkage if out of alignment.

Lubricate mechanical connections on dampers (use lubricant sparingly).

If equipped, drain and clean humidifier pan or pad. Replace pad if necessary. Remove corrosion and repair as necessary.

Perform motor maintenance.

Inspect ventilation ports for dirt accumulation or foreign objects.

Clean exterior of motor surface.

Check motor alignment. Inspect bearings for excessive wear.

Lubricate bearings according to manufacturer's recommendations.

Inspect belt alignment, condition, and tension. Adjust or replace as necessary.

Remove filler and drain plugs (use zerk fittings if installed).

Free drain hole of any hard grease or other blockage.

Add grease as required. Use high quality lithium based grease unless otherwise noted .

Check motor windings for soil/foreign object accumulation. Blow out, vacuum or clean as necessary.

Inspect motor and compressor hold down bolts, and grounding straps for tightness.

Perform unit maintenance.

Thoroughly clean interior and exterior of machine and inspect for damage.

Clean drain pan and lines and note excessive corrosion. Treat rusted areas with rust inhibitor.

CAUTION: Insure that rust inhibitor does not introduce volatile organic compounds or contaminants to drain pan. Thoroughly rinse drain pan after treatment.

PM Checklist Page 2 of 3Printed Thursday, October 26, 2023 AH01QU

Description: AIR HANDLING UNIT

Frequency: QU 2Estimated Time (hours):AH01QUCode:

On direct expansion units, use a halogen leak detector or similar device to inspect all refrigerant lines, fittings, and valves for leaks. Correct any leaks.

Check refrigerant level, add as necessary.

Inspect condition of cooling and reheat coils. If required, use fin comb to straighten fins.

Clean coils. Use detergent or coil cleaning solution if heavily soiled. CAUTION: Use appropriate PPE when handling cleaning products.

Drain and clean humidifier pad or pan, if equipped. Replace pad if necessary. Remove corrosion as required.

With power OFF, tighten, inspect all electrical connections for tightness, wiring for damaged insulation, etc. 11 Inspect and adjust vibration isolators.

Run Air Handler. Observe action of controls, relays, switches, etc. Insure that:

Humistat activates humidifier.

Re-heat coils operate properly.

Discharge air temperature is set properly.

Assure that Pre heat controls and safety cutout controls are within operating guidelines.

Double check evaporator coil operation using the pressure - temperature relationship chart & suggested superheat scale.

Inspect and adjust vibration isolators.

Remove tags, perform operational tests, and return to service.

PM Checklist Page 3 of 3Printed Thursday, October 26, 2023 AH01QU

Asset Type:

Description: Heat recovery unit annual preventive maintenance.

Frequency: 2Estimated Time (hours):AH05ANCode:

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

(T) Mechanics tool set.1

(T) Grease gun and oiler.2

(M) Biocide.3

(T) Pressure washer.4

(T) Vacuum.5

(T) Fin comb.6

(T) Cleaning tools and materials.7

(T) PPE8

(T) Ladder (if necessary).9

(T) Electrician's tool set.10

(T) Cleaning equipment and materials.11

(M) Lubricants.12

(M) Lamps.13

(T) Filter replacement.14

Safety Guidelines

1. Schedule shutdown with operating personnel, as needed.1

2. Review manufacturer's instructions.2

3. De-energize, lock out and tag electrical circuit(s).3

4. Comply with the latest provisions of the Clean Air Act and Environmental Protections Agency (EPA) regulations.

5. Don't vent refrigerants. Refrigerants must be recovered.5

6. Refrigerants and oils to be removed for disposal must be analyzed for hazardous waste and handling accordingly.

7. Follow all safety procedures for handling refrigerants and all labels on refrigerant containers.7

Maintenance Procedures

Quarterly procedures:

Check differential pressure and clean or change filters if limit will be excessed before next quarterly check.

When changing filters, clean filter compartment, coils, housing, room, area as required.

Check/clean/adjust grills, dampers, vanes, linkages are required.

Check temperatures and pressures.

Check for unusual noise/vibration.

Lubricate Blower Bearings.

Inspect for leaks.

Clean condensate drain pan. Ensure condensate drains are clear. Service condensate pumps.

Check summer/winter switch in proper position.

Remove tags and restore to service.

Clean up work area and remove trash.

Annual procedures:

PM Checklist Page 1 of 2Printed Thursday, October 26, 2023 AH05AN

Description: Heat recovery unit annual preventive maintenance.

Frequency: 2Estimated Time (hours):AH05ANCode:

FAN

Tag out unit.

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 dampers for dirt accumulations, clean as necessary. Check belt, repair or replace as necessary.

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

Lubricate mechanical connections of dampers sparingly.

Clean coils by brushing, blowing, vacuuming or pressure washing.

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

Check for refrigerant leaks on all lines, valves, fittings, coils, etc. If leaks cannot be stopped or corrected, report leak status to supervisor.

Use fin comb to straighten coil fins.

Clean heat exchanger.

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

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

Check couplings for alignment, tightness and wear.

Vacuum interior of unit.

Lubricate fan shaft bearings while unit is running. Do not over lubricate. Remove old or excess lubricant.

Check and repair damaged insulation.

Check soundness of unit's structures and clean.

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

MOTOR

Tag out unit.

Clean exterior of motor surfaces of soil accumulation.

Clean motor ventilation ports.

Lubricate motor bearings.

Check hold down bolts and grounding straps for tightness.

Clean motor starter and check connections for tightness.

Check motor starter and controls for proper operation.

Re-lamp as necessary.

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

PM Checklist Page 2 of 2Printed Thursday, October 26, 2023 AH05AN

Description: Heat recovery unit quarterly preventive maintenance.

Frequency: 1Estimated Time (hours):AH05QUCode:

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

(T) Mechanics tool set.1

(M) Filter replacement.2

(T) Lubricant and grease gun.3

(T) Vacuum and cleaning materials.4

(T) Ladder (if necessary).5

(S) PPE6

Safety Guidelines

1. Schedule shutdown with operating personnel, as needed.1

2. Review manufacturer's instructions.2

3. De-energize, lock out and tag electrical circuit(s).3

4. Comply with the latest provisions of the Clean Air Act and Environmental Protections Agency (EPA) regulations.

5. Don't vent refrigerants. Refrigerants must be recovered.5

6. Refrigerants and oils to be removed for disposal must be analyzed for hazardous waste and handling accordingly.

7. Follow any safety procedures for handling refrigerants and all labels on refrigerant containers.7

Maintenance Procedures

Quarterly procedures:

Check differential pressure and clean or change filters if limit will be exceeded before next quarterly check.

When changing filters, clean filters compartment, coils, housing, room, area as required.

Check/clean/adjust grills, dampers, vanes, linkages are required.

Check temperatures and pressures.

Check for unusual noise/vibration.

Lubricate Blower Bearings.

Inspect for leaks.

Clean condensate drain pan. Ensure condensate drains are clear. Service condensate pumps.

Check summer/winter switch in proper position.

Remove tags and restore to service.

Clean up work area and rempve trash.

PM Checklist Page 1 of 1Printed Thursday, October 26, 2023 AH05QU

Asset Type: A/C, Split-System Unit

Description: AC SPLIT SYSTEM, CONDENSER & EVAPORATOR

Frequency: Annual 2Estimated Time (hours):AS02ANCode:

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

(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 Guidelines

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

Maintenance 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 Thursday, October 26, 2023 AS02AN

Description: AC SPLIT SYSTEM, CONDENSER & EVAPORATOR

Frequency: Annual 2Estimated 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.

Return to service and perform an operational test.

Test in heating and cooling modes.

PM Checklist Page 2 of 3Printed Thursday, October 26, 2023 AS02AN

Description: AC SPLIT SYSTEM, CONDENSER & EVAPORATOR

Frequency: Annual 2Estimated Time (hours):AS02ANCode:

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 and check if is on line of the manufacturer datasheet.

Clean area around equipment.

PM Checklist Page 3 of 3Printed Thursday, October 26, 2023 AS02AN

Asset Type: A/C, SPLIT SYSTEM

Description: AC SPLIT SYSTEM, CONDENSER HEAT PUMP

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

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

Mechanic's tool set, refrigeration system tools.1

Cleaning tools and materials, hose and water, fin comb.2

Rust removal materials, primer, paint.3

Lubricants, belts.4

Ladder.5

Safety Guidelines

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

Submit a work order if refrigerants need to be added.5

Report any problems you find.6

Record the results in the maintenance log.7

Maintenance 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 hold down bolts and grounding straps for tightness.

Grease shaft and motor bearings, if needed.

Clean area around equipment.

Remove locks and tags

PM Checklist Page 1 of 1Printed Thursday, October 26, 2023 AS02QU

Asset Type: HVAC, Fan Coil Unit

Description: FAN COIL UNIT BELT DRIVE

Frequency: Annual 1Estimated Time (hours):FC04ANCode:

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

Mechanic's tool set.1

Meggar.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

Belts.12

Biocide strips.13

Safety Guidelines

Schedule work with operating personnel.1

Follow site safety rules for lockout and tagout.2

Check with operating or area personnel for deficiencies.3

Review and follow the manufacturer’s instructions.4

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

Record results in the equipment history log.6

Cover all exposed surfaces before moving ceiling tiles.7

Protect ceiling tiles and grids from damage and dirt.8

Maintenance Procedures

Casing:

Clean the exterior and interior of the unit casing.

Remove rust and corrosion. Apply corrosion protection.

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.

Repair damaged or missing insulation on the cooling lines.

Clean strainers.

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

Cycle hot water and chill water valves two times.

Service condensate pumps if equipped.

Check and adjust the fan and belt:

PM Checklist Page 1 of 2Printed Friday, October 27, 2023 FC04AN

Description: FAN COIL UNIT BELT DRIVE

Frequency: Annual 1Estimated Time (hours):FC04ANCode:

Check and adjust the fan and belt:

Lubricate fan shaft bearings (if not sealed) according to the manufacturer's instructions.

Check V-belt condition and tension. Adjust if needed, or replace.

Check sheaves for excessive wear. Submit a work order for replacement if necessary.

Clean fan blades and interior unit surfaces to remove soil.

Check tightness of all mounting bolts.

Clean and test motors:

Check ventilation ports for soil accumulation, clean if necessary.

Clean exterior of motor surfaces of soil accumulation.

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 leakage.

Measure running current for all motors 5 horsepower or greater.

PM Checklist Page 2 of 2Printed Friday, October 27, 2023 FC04AN

Description: FAN COIL UNIT BELT DRIVE

Frequency: Quarterly 0.5Estimated Time (hours):FC04QUCode:

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

Mechanic's tool set.1

Cleaning materials and equipment.2

Oiler.3

Filter replacement.4

Vacuum.5

Belts.6

Ladder.7

Biocide strips.8

Safety Guidelines

Schedule work with operating personnel.1

Follow site safety rules for lockout and tagout.2

Check with operating or area personnel for deficiencies.3

Review and follow the manufacturer’s instructions.4

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

Record results in the equipment history log.6

Cover all exposed surfaces before moving ceiling tiles.7

Protect ceiling tiles and grids from damage and dirt.8

Maintenance Procedures

Check unit for noise and vibration.

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

Inspect and replace disposable filters when dirty.

Check V-belt condition and tension. Adjust if needed, or replace.

Damp wipe exterior surfaces.

Clean surrounding floor area, and remove any dirt and debris from work area.

PM Checklist Page 1 of 1Printed Friday, October 27, 2023 FC04QU

Description: FAN COIL UNIT DIRECT DRIVE

Frequency: Annual 2.5Estimated Time (hours):FC05ANCode:

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

Mechanic's tool set.1

Meggar.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

Safety Guidelines

Schedule work with operating personnel.1

Follow site safety rules for lockout and tagout.2

Check with operating or area personnel for deficiencies.3

Review and follow the manufacturer’s instructions.4

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

Record results in the equipment history log.6

Cover all exposed surfaces before moving ceiling tiles.7

Protect ceiling tiles and grids from damage and dirt.8

Maintenance Procedures

Quarterly Procedure

Check unit for noise and vibration

Inspect and clean washable filters

Damp wipe exterior surfaces

Clean surraunding floor area, and remove any dirt and debris from work area

Check and clean the drain system of the unit and check for proper operation

Check the unit for all proper function

Annual Procedure

Casing:

Clean the exterior and interior of the unit casing.

Remove rust and corrosion. Apply corrosion protection.

Inspect air side and condensate removal components:

Inspect and clean coils by vacuuming and brushing. Use coil cleaner in compliance with the manufacturer instructions.

Use fin comb to straighten coil fins where necessary.

Replace the filters fabric (this does not apply to the plastic filters)

PM Checklist Page 1 of 2Printed Friday, October 27, 2023 FC05AN

Description: FAN COIL UNIT DIRECT DRIVE

Frequency: Annual 2.5Estimated Time (hours):FC05ANCode:

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

Repair damaged or missing insulation on the cooling lines.

Clean strainers.

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

Cycle hot water and chill water valves two times.

Service condensate pumps :

Clean and wash with right products

Clean and test motors and fans:

Clean air grills

Clean exterior of motor surfaces of soil accumulation.

Clean fan blades and check for damage.

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.

Return to service and perform an operational test.

Test in heating and cooling modes.

Check the thermostats for proper operation

Check unit for noise, vibration or leakage.

PM Checklist Page 2 of 2Printed Friday, October 27, 2023 FC05AN

Description: FAN COIL UNIT DIRECT DRIVE

Frequency: Quarterly 0.5Estimated Time (hours):FC05QUCode:

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

Mechanic's tool set.1

Cleaning materials and equipment.2

Oiler.3

Filter replacement.4

Vacuum.5

Ladder.6

Safety Guidelines

Schedule work with operating personnel.1

Follow site safety rules for lockout and tagout.2

Check with operating or area personnel for deficiencies.3

Review and follow the manufacturer’s instructions.4

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

Record results in the equipment history log.6

Cover all exposed surfaces before moving ceiling tiles.7

Protect ceiling tiles and grids from damage and dirt.8

Maintenance Procedures

Check unit for noise and vibration.

Inspect and clean washable filters.

Damp wipe exterior surfaces.

Clean surrounding floor area, and remove any dirt and debris from work area.

Check and clean the drain system of the unit and check for proper operation

Check the unit for all proper function

PM Checklist Page 1 of 1Printed Thursday, October 26, 2023 FC05QU

Asset Type: Fan, Other

Description: FAN, LESS THAN 7.5 HP

Frequency: Annual 1Estimated Time (hours):FN34ANCode:

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

Mechanic's tool set.1

Tachometer.2

Cleaning equipment and materials.3

Vacuum.4

Motor grease and grease gun (Polyrex-EM).5

Pillow block bearing grease. (Refer to pillow block bearing’s manufacturer for appropriate grease type. Otherwise, NLGI No. 2 general purpose grease may be used.)

Safety Guidelines

Schedule work with operating personnel.1

Check with operating personnel for deficiencies.2

Follow the 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

Maintenance Procedures

Fan:

For normally de-energized units or high/low temperature start units, simulate a start signal and verify that the unit works.

Lock and tag out the unit.

Thoroughly clean the unit.

Check fan blades for dust buildup, and clean if necessary.

Check fan blades and moving parts for excessive wear. Clean as needed.

Check fan RPM, and compare RPM to design specifications.

Check bearing collar set screws on fan shaft to make sure they are tight.

Check fan wheel for bent or damaged vanes.

Vacuum the interior of unit if accessible. Clean the exterior.

If applicable - Check belts for wear. Adjust tension or alignment, and replace belts when necessary.

Multiple belt drives should be replaced with matched sets.

Lubricate fan bearings.

Check structural members, vibration eliminators and flexible connections.

Check that hold down bolts are secure.

Test fan operation.

Remove all trash and clean the area around the fan.

Motors:

Check ventilation ports for soil accumulation, and clean if necessary.

Clean exterior of motor surfaces of soil accumulation.

Evaluate motor and lubricate bearings if necessary.

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

PM Checklist Page 1 of 2Printed Thursday, October 26, 2023 FN34AN

Description: FAN, LESS THAN 7.5 HP

Frequency: Annual 1Estimated Time (hours):FN34ANCode:

Check hold down bolts and grounding straps for tightness.

Check controller for proper operation. Check electrical connections for tightness. Relamp as necessary.

Remove locks and tags. Return the unit to service. Check for unusual noise or vibration. Check for evidence of overheating. Make sure the unit actually works.

PM Checklist Page 2 of 2Printed Thursday, October 26, 2023 FN34AN

Description: FAN, BELT DRIVEN LESS THAN 7.5 HP

Frequency: Semi-Annual 0.5Estimated Time (hours):FN34SACode:

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

Mechanic's tool set.1

Grease gun.2

Pillow block bearing grease. (Refer to pillow block bearing’s manufacturer for appropriate grease type. Otherwise, NLGI No. 2 general purpose grease may be used.)

Safety Guidelines

Schedule work with operating personnel.1

Check with operating personnel for deficiencies.2

Follow the 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

Maintenance Procedures

Lubricate fan shaft bearings while the unit is running. Add grease slowly until slight bleeding occurs from the seals. Do not over lubricate. Remove old or excess lubricant.

PM Checklist Page 1 of 1Printed Friday, October 27, 2023 FN34SA

Asset Type: FAN, SUPPLY

Description: FAN, BELT DRIVEN LESS THAN 7.5 HP

Frequency: Quarterly 2Estimated Time (hours):FNS34QUCode:

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

(T) Mechanics tool set1

(M) Filter replacement2

(T) Lubricant and grease gun3

(T) Vacuum and cleaning materials4

(T) Ladder (if necessary)5

Safety Guidelines

Schedule work with operating personnel.1

Check with operating personnel for deficiencies.2

Follow the 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

Maintenance Procedures

PROCEDURES: (QUARTERLY)

Replace filters if present

PM Checklist Page 1 of 1Printed Friday, December 1, 2023 FNS34QU