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Sheet1 Table D-1 Air Distribution Systems
| Task | Monthly | Quarterly | Semiannually | Annually |
| 1 | Check control system and devices for evidence of improper operation. | | | X | |
| 2 | Inspect grilles, registers, and diffusers for dirt accumulation. Clean to remove dirt build up | | | X | |
| 3 | Check damper for condition, setting, and operation. Clean, lubricate, repair, replace or adjust as needed to ensure proper operation | | | X | |
| 4 | Visually inspect outdoor air intake louvers, bird screens, mist eliminators, and adjacent areas for cleanliness and integrity. Clean as needed; remove all visible biological material observe. Repair physical damage to louvers, screens if damage impairs the item from providing required outdoor air. | | | X | |
| 5 | Inspect areas of moisture accumulation for biological growth. Clean and disinfect. | | | | X |
| 6 | Inspect exposed ductwork for insulation and vapor barrier integrity. Record damage locations. Replace or repair as needed | | | | X |
| 7 | Inspect internally lined ductwork until the first turn or up to 20 ft (6.1 m) from a potential moisture source, such as a supply plenum, from air handler, outdoor air damper, humidifier, etc. for water damage and/or biological contamination. | | | | X |
| Table D-2 Air Handlers | | | | | |
| Task | Monthly | Quarterly | Semiannually | Annually |
| 1 | Check for particulate accumulation on filters. Replace filters to ensure proper operation | | X | | |
| 2 | Check P-trap. Prime as needed for proper operation | | X | | |
| 3 | Inspect system for leakage due to major connections and access doors not being properly closed. Record locations of leaks. Close doors, seal openings. | | X | | |
| 4 | Check drain pan, drain line, coil, and other area of moisture accumulation for visible signs of bilogical growth. Flush and clean condensate pans and drains, remove all rust prepare metal and paint. Hose down coils and drain pans and wash with an appropriate EPA approved solution approved solution. Treat condensate pans with an EPA approved biocide. | | X | | |
| 5 | Check steam system traps, pumps, strainers, and controls. Clean and verify proper operation | | | X | |
| 6 | Check control system and devices for evidence of improper operation. Adjust as necessary for proper operation | | | X | |
| 7 | Check fan-belt tension, check for belt ware, and check sheaves for evidence of impoer alignment or evidense of wear. Correct tension and sheave alignment. Replace belst and sheaves as needed to ensure proper operation | | | X | |
| 8 | Check variable-frequency drive for proper operation. Correct/repair as needed. Clean housing and tighten connections as needed. Clean or replace air filter. | | | X | |
| 9 | Check for damage or evidence of leaks on the refrigeration-cycle indoor heat exchanger, chilled-water-coil heat exchanger, or steam or hot-water-coil heat-exchanger surfaces. Record location of identified leaks. Repair as needed to ensure proper operation. | | | X | |
| 10 | Check air-filter fit and housing seal integrity. Clean and viery peroper fit/finish | | | | X |
| 11 | Check control box for dirt, debris, and/or loose terminations. Clean and tighten electrical connections as needed. | | | | X |
| 12 | Check motor contactor for pitting or other signs of damage. Clean and tighten electrical connections as needed. | | | | X |
| 13 | Check fan blades and fan housing. Clean as needed. | | | | X |
| 14 | Check refrigerant system temperatures. When outside of recommended levels, find and record the cause. | | | | X |
| 15 | Check integrity of all panels on equipment. Replace fasteners as needed to ensure proper integrity and fit/finish of equipment. | | | | X |
| 16 | Assess field-serviceable bearings and lubricdate as necessary | | | | X |
| 17 | Check for fin damage and evidence of fouling on the refrigeration-cycle indoor heat exchanger, chilled-water-coil heat exchanger, or steam or hot-water-coil heat-exchanger surfaces. Clean and restore as needed to ensure acceptable condition. | | | | X |
| 18 | Inspect for evidence of moisture carryover beyond the drain pan from cooling coils. Clean as needed. | | | | X |
| 19 | Check damper for condition, setting, and operation. Adjust and lubricate as necessary | | | | X |
| 20 | Check condensate pump. Clean and verify proper opreation | | | | X |
| 21 | Inspect exposed ductwork for insulation and vapor barrier for integrity. Record location of damage. Repair/Replace as needed. | | | | X |
Table D-3 Boilers
| Task | Monthly | Quarterly | Semiannually | Annually |
| 1 | For systems using fuel oil, inspect fuel filter.Clean, and verify proper operation. | X | | | |
| 2 | Perform chemical testing of system water. Verify water treatment target levels are being maintained. | X | | | |
| 3 | Inspect blowdown or drain valve. Clear all debris to ensure proper operation. Clean, and verify proper operation. | | X | | |
| 4 | Check for evidence of leakage of fuel supply, heat transfer fluid, and flue gas. Record location of identified leaks. | | X | | |
| 5 | For systems using natural gas, check gas pressure, gas valve operation, and combustion fan operation. Clean, and verify proper operation. | | X | | |
| 6 | Check control system and devices for evidence of improper operation. Clean, lubricate, and verify proper operation. | | X | | |
| 7 | Check control box for dirt, debris, and/or loose terminations. Clean and tighten electrical connections as needed. | | | X | |
| 8 | Check motor contactor for pitting or other signs of damage. Clean and tighten electrical connections as needed. | | | | X |
| 9 | Check for evidence of buildup or fouling, corrosion, or degradation on heat-exchange surfaces. Clean and restore as needed to ensure acceptable condition. | | | | X |
| 10 | Check damper for condition, setting, and operation. Adjust and lubricate as necessary. | | | | X |
| 11 | Check combustion chamber, burner, and flue for deterioration, moisture problems, condensation, and combustion products. Clean, and adjust combustion process for proper operation. | | | | X |
| 12 | Inspect refractory for damage or wear. | | | | X |
| 13 | Observe burner flame at high load for correct clearance from refractory. Clean combustion-side e.g.s, fire tubes, upper and lower drums. Record location of refractory damage or wear. | | | | X |
| 14 | Verify proper operation of safety devices per manufacturer’s recommendations. Clean, lubricate, adjust. | | | | X |
Table D-3 Chillers - Air Cooled
| Task | Monthly | Quarterly | Semiannually | Annually |
| 1 | Perform chemical testing of system water. Treat as needed to ensure water chemistry and freeze protection target levels are being maintained. | X | | | |
| 2 | Check control system and devices for evidence of improper operation. Clean, lubricate, and verify proper operation. | | X | | |
| 3 | Check fan-belt tension, check for belt wear, and check sheaves for evidence of improper alignment or evidence of wear. Correct tension and sheave alignment. Replace belts and sheaves as needed to ensure proper operation. | | | X | |
| 4 | Check variable-frequency drive for proper operation. Correct as needed. Clean housing, and tighten connections as needed. Clean or replace air filter. | | | X | |
| 5 | Check control box for dirt, debris, and/or loose terminations. Clean and tighten electrical connections as needed. | | | | X |
| 6 | Check motor contactor for pitting or other signs of damage. Clean and tighten electrical connections as needed. | | | | X |
| 7 | Check fan blades and fan housing. Clean as needed. | | | | X |
| 8 | Check refrigerant system pressures and/or temperatures. When outside of recommended levels, find and record the cause. Repair, and adjust refrigerant to achieve optimal operating levels. | | | | X |
| 9 | Check open drive couplings, bearings, and seals for evidence of wear or alignment problems. Lubricate and adjust, and record evidence of wear. | | | | X |
| 10 | Assess field-serviceable bearings. Lubricate as necessary. | | | | X |
| 11 | Check for fin damage and evidence of fouling on the outdoor refrigeration-cycle heat-exchanger surfaces. Clean and restore as needed to ensure acceptable condition. | | | | X |
| 12 | Check for proper fluid flow and for fluid leaks. Adjust flow when outside of recommended flow range. When leaking, find and record the location of identified leaks. Repair and adjust to achieve optimal operating flows. | | | | X |
| 13 | Check for damage or evidence of leaks on the outdoor refrigeration-cycle heat- exchanger surfaces. Clean and restore as needed to ensure acceptable condition. | | | | X |
| 14 | Check low ambient head pressure control sequence for evidence of improper operation. Clean and adjust components or modify software/algorithm to ensure proper operation. | | | | X |
| 15 | Check compressor oil level and/or pressure on refrigerant systems having oil level and/ or pressure measurement means. When outside of recommended levels, find and record the cause. Repair, and adjust refrigerant to achieve optimal operating levels. | | | | X |
| Table D-4 Chillers - Water Cooled | | | | | |
| Task | Monthly | Quarterly | Semiannually | Annually |
| 1 | Perform chemical testing of system water. Treat as needed to ensure water chemistry and freeze protection target levels are being maintained. | X | | | |
| 2 | Inspect gearbox for excessive wear. Clean, lubricate, and verify proper operation. | | X | | |
| 3 | Check control system and devices for evidence of improper operation. Clean, lubricate, and verify proper operation. | | | X | |
| 4 | Check variable-frequency drive for proper operation. Correct as needed. Clean housing, and tighten connections as needed. Clean or replace air filter. | | | X | |
| 5 | Check control box for dirt, debris, and/or loose terminations. Clean and tighten electrical connections as needed. | | | | X |
| 6 | Check motor contactor for pitting or other signs of damage. Clean and tighten electrical connections as needed. | | | | X |
| 7 | Check refrigerant system pressures and/or temperatures. When outside of recommended levels, find and record the cause. | | | | X |
| 8 | Check open drive couplings, bearings, and seals for evidence wear or alignment problems. Lubricate and align as needed. | | | | X |
| 9 | Check for evidence of build-up, fouling, corrosion, or degradation on heat exchange surfaces. Clean and restore as needed to ensure acceptable condition. | | | | X |
| 10 | Check for proper fluid flow and for fluid leaks. Adjust flow when outside of recommended flow range. When leaking, find and record the location of identified leaks. Repair and adjust to achieve optimal operating flows. | | | | X |
| 11 | Check compressor oil level and/or pressure on refrigerant systems having oil level and/ or pressure measurement means. When outside of recommended levels, find and record the cause. Repair, and adjust refrigerant to achieve optimal operating levels. | | | | X |
| 12 | Assess field-serviceable bearings. Lubricate as necessary. | | | | X |
| Table D-5 Coils and Radiators | | | | | |
| Task | Monthly | Quarterly | Semiannually | Annually |
| 1 | Check ultraviolet lamp. Clean and verify that it is functioning. | | X | | |
| 2 | Check for proper operation of control valves and vents. Clean, and verify proper operation. | | X | | |
| 3 | Check P-trap. Prime as needed to ensure proper operation. | | X | | |
| 4 | Check control system and devices for evidence of improper operation. Clean, lubricate, adjust. | | | X | |
| 5 | Check for proper fluid flow and for fluid leaks. Adjust flow when outside of recommended flow range. When leaking, find and record the location of identified leaks. Repair and adjust to achieve optimal operating flows. | | | | X |
| 6 | Check refrigerant system temperatures. When outside of recommended levels, find and record location of identified leaks. Repair, and adjust refrigerant to achieve optimal operating levels. | | | | X |
| 7 | Check for damage or evidence of leaks on the refrigeration-cycle indoor heat exchanger, chilled-water-coil heat exchanger, or steam or hot-water-coil heat-exchanger surfaces. Clean and restore as needed to ensure acceptable condition. Record location of identified leaks. | | | | X |
| 8 | Check integrity of all panels on equipment. Replace fasteners as needed to ensure proper integrity and fit/finish of equipment. | | | | X |
| 9 | Check drain pan, drain line, coil, and other areas of moisture accumulation for visible signs of biological growth. Clean, Disinfect, and verify proper operation. | | | | X |
| 10 | Check for fin damage and evidence of fouling on the refrigeration-cycle indoor heat exchanger, chilled-water-coil heat exchanger, or steam or hot-water-coil heat-exchanger surfaces. Clean and restore as needed to ensure acceptable condition. | | | | X |
| 11 | Test and inspect controls that protect coils against freezing. | | | | X |
| 12 | Inspect for evidence of moisture carryover beyond the drain pan from cooling coils. Clean as needed. | | | | X |
| 13 | Check condensate pump. Clean, and verify proper operation. | | | | X |
| Table D-6 Condensing Units | | | | | |
| | Task | Monthly | Quarterly | Semiannually | Annually |
| 1 | Check control system and devices for evidence of improper operation. Clean, lubricate, adjust. | | | X | |
| 2 | Check fan-belt tension, check for belt wear, and check sheaves for evidence of improper alignment or evidence of wear. Correct tension and sheave alignment. Replace belts and sheaves as needed to ensure proper operation. | | | X | |
| 3 | Check variable-frequency drive for proper operation. Correct as needed. Clean housing & tighten connections as needed. Clean or replace air filter. | | | X | |
| 4 | Remove debris from air screen and clean underneath unit. | | | | X |
| 5 | Pressure wash coil with coil cleaning solution. Rinse and neutralize (cleaning | | | | |
| solution) in accordance with manufacturer's recommendations. | | | X | | | |
| 6 | Check control box for dirt, debris, and/or loose terminations. Clean and tighten electrical connections as needed. | | | | X |
| 7 | Check motor contactor for pitting or other signs of damage. Clean and tighten electrical connections as needed. | | | | X |
| 8 | Check fan blades and fan housing. Clean as needed. | | | | X |
| 9 | Check refrigerant system pressures or temperatures. When outside of recommended levels, find and record the cause. Repair, and adjust refrigerant to achieve optimal operating levels. | | | | X |
| 10 | Check all refrigeration lines for support, and signs of wear | | | | X |
| 11 | Check for fin damage and evidence of fouling on the outdoor refrigeration-cycle heat- exchanger surfaces. Replace fasteners as needed to ensure proper integrity and fit/ finish of equipment. Straighten fin tubes with fin comb. | | | | X |
| 12 | Check open drive couplings, bearings, and seals for evidence of wear or alignment problems. Lubricate and align as needed. | | | | X |
| 13 | Check for damage or evidence of leaks on the outdoor refrigeration-cycle heat-exchanger surfaces. | | | | X |
| 14 | Check low ambient head pressure control sequence for proper operation. Clean and adjust components or modify software/algorithm to ensure proper operation. | | | | X |
| 15 | Check compressor oil level and/or pressure on refrigerant systems having oil level and/or pressure measurement means. When outside of recommended levels, find and record the cause | | | | X |
| Table D-7 Cooling Towers and Evaporative-Cooled Devices | | | | | |
| Task | Monthly | Quarterly | Semiannually | Annually |
| 1 | Perform chemical testing of system water. Treat as needed to ensure water chemistry and freeze protection target levels are being maintained. | X | | | |
| 2 | Check conductivity and other sensors for proper readings. Clean, and verify proper operation. | | X | | |
| 3 | Check water system ultraviolet lamp. Clean and verify that it is functioning. | | X | | |
| 4 | Inspect blowdown or drain valve. Clean, and verify proper operation. | | X | | |
| 5 | Check chemical injector device. Verify water treatment target levels are being maintained. Repair equipment, and treat as needed to ensure proper water chemistry. | | X | | |
| 6 | Check cooling-tower-fan open drive system couplings, bearings, and seals for wear and proper alignment. Lubricate and align as needed | | X | | |
| 7 | Check fan-belt tension, check for belt wear, and check sheaves for evidence of improper alignment or evidence of wear. Correct tension and sheave alignment. Replace belts and sheaves as needed to ensure proper operation. | | X | | |
| 8 | Check for fouling, corrosion, degradation, or dirt/debris accumulation on or in sump and strainer, wet decks, fill, nozzles, and exterior louvers. Clean and restore as needed to ensure acceptable condition. | | X | | |
| 9 | If two-stage (dual flow rate) tower, verify proper operation at both high and low flow rates. Clean, and verify proper operation. | | X | | |
| 10 | Check control system and devices for evidence of improper operation. Clean, lubricate, adjust. | | | X | |
| 11 | Check variable-frequency drive for proper operation. Correct as needed. Clean housing, and tighten connections as needed. Clean or replace air filter. | | | X | |
| 12 | Inspect pumps and associated electrical components. Clean, and verify proper operation. | | | X | |
| 13 | Check control box for dirt, debris, and/or loose terminations. Clean and tighten electrical connections as needed. | | | | X |
| 14 | Check motor contactor for pitting or other signs of damage. Clean and tighten electrical connections as needed. | | | | X |
| 15 | Check fan blades and fan housing. Clean as needed. | | | | X |
| 16 | Assess field-serviceable bearings. Lubricate as necessary. | | | | X |
| 17 | Check for proper fluid flow and for fluid leaks. Adjust flow when outside of recommended flow range. When leaking, find and record the location of identified leaks. Repair and adjust to achieve optimal operating flows. | | | | X |
| 18 | Check for proper damper operation. Clean, lubricate, repair, replace, or adjust as needed to ensure proper operation. | | | | X |
| 19 | Check cooling tower motors and pumps for proper operation. Correct as needed. Clean housing, and tighten connections as needed. Clean strainers. | | | | X |
| Table C-8 Dehumidification and Humidification Devices | | | | | |
| Task | Monthly | Quarterly | Semiannually | Annually |
| 1 | Check ultraviolet lamp. Clean and verify that it is functioning. | | X | | |
| 2 | For systems designed specifically for humidity control, measure relative humidity. | | X | | |
| 3 | Check for proper fluid flow and for fluid leaks. Clean, lubricate, and verify proper operation. | | | | X |
| 4 | Check steam system traps, pumps, and controls. Clean, lubricate, and verify proper operation. | | | X | |
| 5 | Check for fouling, corrosion, or degradation. Clean and restore as needed to ensure acceptable condition. | | | | X |
| 6 | Check strainers. Correct as needed. Clean housing, and tighten connections as needed. Clean strainers. | | | | X |
| 7 | Inspect distributors, drain pans, and other areas of moisture accumulation for biological growth. Clean, disinfect, and verify proper operation. | | | | X |
| Table C-9 Economizers—Air Side | | | | | |
| Task | Monthly | Quarterly | Semiannually | Annually |
| 1 | For communicating economizers only, check, review, and document alarms. Reset resolved alarms | | X | | |
| 2 | For communicating economizers only, check condition, setting, and operation of all related sensors. Clean, lubricate, adjust. | | | X | |
| 3 | Check condition, setting, and operation of the economizer controller and actuators. Clean, lubricate, and verify proper operation. | | | X | |
| 4 | Check dampers for condition, setting, and operation. Clean, lubricate, and verify proper operation. | | | X | |
| 5 | Check air-filter fit and housing seal integrity. Clean and verify proper fit/ finish. | | | | X |
| 6 | For all economizers, check condition, setting, and operation of all related sensors against a trusted sensor. Clean, lubricate, adjust. | | | | X |
| 7 | Check integrity of all panels on equipment. Replace fasteners as needed to ensure proper integrity and fit/finish of equipment. | | | | X |
| 8 | Inspect areas of moisture accumulation for biological growth. Clean and disinfect | | | | X |
| 9 | Check condition, setting, and operation of the low-limit stat. Clean, and verify proper operation. | | | | X |
| 10 | Check condition, setting, and operation of the relief dampers or power exhaust fan. Adjust and lubricate as necessary. | | | | X |
| Table D-10 Fan (e.g., Exhaust, Supply, Transfer, Return) | | | | | |
| Task | Monthly | Quarterly | Semiannually | Annually |
| 1 | Check fan-belt tension, check for belt wear, and check sheaves for evidence of improper alignment or evidence of wear. Correct tension and sheave alignment. Replace belts and sheaves as needed to ensure proper operation. | | | X | |
| 2 | Check variable-frequency drive for proper operation. Correct as needed. Clean housing, and tighten connections as needed. Clean or replace air filter. | | | X | |
| 3 | Check control system and devices for evidence of improper operation. Clean, lubricate, adjust. | | | X | |
| 4 | Check fan drive for problems due to poor alignment or poor bearing seating. Adjust and lubricate as necessary. | | | | X |
| 5 | Check fan blades and fan housing. Clean as needed. | | | | X |
| 6 | Assess field-serviceable bearings. Lubricate as necessary. | | | | X |
| 7 | Check control box for dirt, debris, and/or loose terminations. Clean and tighten electrical connections as needed. | | | | X |
| 8 | Check motor contactor for pitting or other signs of damage. Clean and tighten electrical connections as needed. | | | | X |
| 9 | Check integrity of all panels on equipment. Replace fasteners as needed to ensure proper integrity and fit/finish of equipment. | | | | X |
| 10 | Inspect exposed ductwork and external piping for insulation and vapor barrier integrity. Record location of damage. | | | | X |
| 11 | Check damper for condition, setting, and operation. Adjust and lubricate as necessary. | | | | X |
| 12 | Inspect flexible connections. Clean as needed. | | | | X |
Table D-11 Fan Coils—Hot-Water, and Steam Unit Heaters
| Task | Monthly | Quarterly | Semiannually | Annually |
| 1 | Check for particulate accumulation on filters. Clean or replace as needed to ensure proper operation. | | X | | |
| 2 | Check ultraviolet lamp. Clean and verify that it is functioning. | | X | | |
| 3 | Check P-trap. Prime as needed to ensure proper operation. | | X | | |
| 4 | Check steam system traps, pumps, and controls. Clean, and verify proper operation. | | | X | |
| 5 | Check control system and devices for evidence of improper operation. Clean, lubricate, adjust. | | | X | |
| 6 | Check fan-belt tension, check for belt wear, and check sheaves for evidence of improper alignment or evidence of wear. Correct tension and sheave alignment. Replace belts and sheaves as needed to ensure proper operation. | | | X | |
| 7 | Check for damage or evidence of leaks on the refrigeration-cycle indoor heat exchanger, chilled-water-coil heat exchanger, or steam or hot-water-coil heat-exchanger surfaces. Clean and restore as needed to ensure acceptable condition. Find and record the location of identified leaks. | | | X | |
| 8 | Check air-filter fit and housing seal integrity. Clean as needed. | | | | X |
| 9 | Check control box for dirt, debris, and/or loose terminations. Clean and tighten electrical connections as needed. | | | | X |
| 10 | Check motor contactor for pitting or other signs of damage. Clean and tighten electrical connections as needed. | | | | X |
| 11 | Check fan blades and fan housing. Clean as needed. | | | | X |
| 12 | Check refrigerant system temperatures. When outside of recommended levels, find and record the cause. Repair, and adjust refrigerant to achieve optimal operating levels. | | | | X |
| 13 | Check integrity of all panels on equipment. Replace fasteners as needed to ensure proper integrity and fit/ finish of equipment. | | | | X |
| 14 | Assess field-serviceable bearings. Lubricate as necessary. | | | | X |
| 15 | Check for proper fluid flow. Adjust flow when outside of recommended flow range. When leaking, find and record the location of identified leaks. Repair, and adjust to achieve optimal operating flows. | | | | X |
| 16 | Check drain pan, drain line, coil, and other areas of moisture accumulation for visible signs of biological growth. Clean, Disinfect and verify proper operation. | | | | X |
| 17 | Check for fin damage and evidence of fouling on the refrigeration-cycle indoor heat exchanger, chilled-water-coil heat exchanger, or steam or hot-water-coil heat-exchanger surfaces. Clean coils by brushing, blowing, vacuuming, or pressure washing. | | | | X |
| 18 | Inspect for evidence of moisture carryover beyond the drain pan from cooling coils. Clean as needed. | | | | X |
| 19 | Check damper for condition, setting, and operation. Adjust and lubricate as necessary. | | | | X |
| 20 | Check condensate pump. Clean, and verify proper operation. | | | | X |
Table D-12 Furnaces—Combustion Unit Heaters
| Task | Monthly | Quarterly | Semiannually | Annually |
| 1 | Check for particulate accumulation on air filters. Clean or replace as needed to ensure proper operation. | | X | | |
| 2 | For systems using fuel oil, inspect fuel filter. Clean, and verify proper operation. | | | X | |
| 3 | For systems using fuel oil, check fuel pump for proper operation. Clean, and verify proper operation. | | | X | |
| 4 | Check control system and devices for evidence of improper operation. Clean, lubricate, and verify proper operation. | | | X | |
| 5 | Check fan-belt tension, check for belt wear, and check sheaves for evidence of improper alignment or evidence of wear. Correct tension and sheave alignment. Replace belts and sheaves as needed to ensure proper operation. | | | X | |
| 6 | Check air-filter fit and housing seal integrity. Clean and verify proper fit/ finish. | | | | X |
| 7 | Check control box for dirt, debris, and/or loose terminations. Clean and tighten electrical connections as needed. | | | | X |
| 8 | Check fan blades and fan housing. Clean as needed. | | | | X |
| 9 | Check fan drive for problems due to poor alignment or poor bearing seating. Adjust and lubricate as necessary. | | | | X |
| 10 | Check integrity of all panels on equipment. Replace fasteners as needed to ensure proper integrity and fit/ finish of equipment. | | | | X |
| 11 | Assess field-serviceable bearings. Lubricate as necessary. | | | | X |
| 12 | Check damper for condition, setting, and operation. Adjust and lubricate as necessary. | | | | X |
| 13 | Check combustion chamber, burner, and flue for deterioration, leaks, moisture problems, condensation, and combustion products. Clean, and adjust combustion process for proper operation. Find and record the location of identified leaks. | | | | X |
| 14 | Verify proper operation of safety devices per manufacturer’s recommendations. Clean, lubricate, adjust. | | | | X |
| 15 | Check for damage or evidence of leaks on the gas heat section heat-exchanger surfaces. Clean as needed. Find and record the location of identified leaks. | | | | X |
Table D-13 HVAC Water Distribution Systems
| Task | Monthly | Quarterly | Semiannually | Annually |
| 1 | Perform chemical testing of system water. Treat as needed to ensure water chemistry and freeze protection target levels are being maintained. Repair equipment, and treat as needed to ensure proper water chemistry. | X | | | |
| 2 | Check chemical injector device. Verify water treatment target levels are being maintained. Repair equipment, and treat as needed to ensure proper water chemistry. | | X | | |
| 3 | Check make-up water system for pressure and operation. | | X | | |
| 4 | Vent air from system high points. Check for proper fluid flow, and check piping for leaks. When leaking, or when outside of recommended flow range, find and record the location of identified leaks. | | X | | |
| 5 | Inspect pumps and associated electrical components. Clean, and verify proper operation. | | | X | |
| 6 | Check for evidence of fouling on the water- cooled heat-exchanger surfaces. Clean and restore as needed to ensure acceptable condition. | | | | X |
| 7 | Check strainers. Correct as needed. Clean housing, and tighten connections as needed. Clean strainers. | | | | X |
| 8 | Inspect external piping insulation and vapor barrier for integrity. Record location of damage. | | | | X |
| 9 | Check freeze stats, relief valves, flow and float switches, low-water cutoffs, and other safety devices for proper operation. Clean, lubricate, adjust. Clean and tighten electrical connections as needed. | | | | X |
Table D-14 Indoor Section Duct-Free Splits
| Task | Monthly | Quarterly | Semiannually | Annually |
| 1 | Check for particulate accumulation on filters. Clean or replace as needed to ensure proper operation. | | X | | |
| 2 | Check control system and devices for evidence of improper operation. Clean, lubricate, adjust. | | | X | |
| 3 | Check P-trap drain. Prime as needed to ensure proper operation. | | | X | |
| 4 | Check air-filter fit and housing seal integrity. Clean as needed. | | | | X |
| 5 | Check for damage or evidence of leaks on the indoor refrigeration-cycle heat- exchanger surfaces. Clean and restore as needed to ensure acceptable condition. Record location of identified leaks. | | | | X |
| 6 | Check fan blades and fan housing. Clean as needed. | | | | X |
| 7 | Check refrigerant system temperatures. When outside of recommended levels, find and record the cause. Repair, and adjust refrigerant to achieve optimal operating levels. | | | | X |
| 8 | Check integrity of all panels on equipment. Replace fasteners as needed to ensure proper integrity and fit/ finish of equipment. | | | | X |
| 9 | Assess field-serviceable bearings. Lubricate as necessary. | | | | X |
| 10 | Check for proper fluid flow. Adjust flow when outside of recommended flow range. When leaking, find and record the location of identified leaks. Repair and adjust to achieve optimal operating flows. | | | | X |
| 11 | Check drain pan, drain line, coil, and other areas of moisture accumulation for visible signs of biological growth. Clean, disinfect as needed. | | | | X |
| 12 | Check for fin damage and evidence of fouling on the indoor refrigeration-cycle heat-exchanger surfaces. Clean as needed. | | | | X |
| 13 | Check condensate pump. Clean, and verify proper operation. | | | | X |
Table C-15 Outdoor-Air Heat-Exchanging Systems
| Task | Monthly | Quarterly | Semiannually | Annually |
| 1 | Check for particulate accumulation on filters. Clean/replace to ensure proper operation. | | X | | |
| 2 | Check control system and devices for evidence of improper operation. Clean, lubricate, adjust. | | | X | |
| 3 | Check P-trap drain. Prime as needed to ensure proper operation. | | | X | |
| 4 | Check fan-belt tension, check for belt wear, and check sheaves for evidence of improper alignment or evidence of wear. Correct tension and sheave alignment. Replace belts and sheaves as needed to ensure proper operation. | | | X | |
| 5 | Check for proper operation of heat exchanger. Clean, and adjust to ensure proper operation. | | | X | |
| 6 | Check for proper operation of enthalpy device. Clean, and adjust to ensure proper operation. | | | X | |
| 7 | Check drain pan, drain line, coil, and other areas of moisture accumulation for visible signs of biological growth. Clean, disinfect and verify proper operation. | | | X | |
| 8 | Check damper for condition, setting, and operation. Adjust and lubricate as necessary. | | | X | |
| 9 | Check condition, setting, and operation of damper motors. Adjust and lubricate as necessary. | | | X | |
| 10 | Check air-filter fit and housing seal integrity. Clean and verify proper fit/finish. | | | | X |
| 11 | Check control box for dirt, debris, and/or loose terminations. Clean, lubricate, and verify proper operation. | | | | X |
| 12 | Check for proper fluid flow and for fluid leaks. Adjust flow when outside of recommended flow range. When leaking, find and record the location of identified leaks. Repair and adjust to achieve optimal operating flows. | | | | X |
| 13 | Check integrity of all panels on equipment. Replace fasteners as needed to ensure proper integrity and fit/ finish of equipment. | | | | X |
| 14 | Assess field-serviceable bearings. Lubricate and align as needed. | | | | X |
| 15 | Inspect exposed ductwork for insulation and vapor barrier integrity. Record location of damage. | | | | X |
Table D-16 Package Terminal Air Conditioners/Heat Pumps (PTACs/PTHPs)
| Task | Monthly | Quarterly | Semiannually | Annually |
| 1 | Check for particulate accumulation on filters.Clean replace as needed to ensure proper operation. | | X | | |
| 2 | Check condensate slinger and/or drain system. Clean, disinfect, and verify proper operation. | | X | | |
| 3 | Check control system and devices for evidence of improper operation. Clean, lubricate, adjust. | | | X | |
| 4 | Check for proper fluid flow and for fluid leaks. Adjust flow when outside of recommended flow range. When leaking, find and record the location of identified leaks. | | | | X |
| 5 | Check air-filter fit and housing seal integrity. Clean and verify proper fit/ finish. | | | | X |
| 6 | Check motor contactor for pitting or other signs of damage. Clean and tighten electrical connections as needed. | | | | X |
| 7 | Check fan blades and fan housing. Clean as needed. | | | | X |
| 8 | Check refrigerant system temperatures. When outside of recommended levels, find and record the cause. Repair, and adjust refrigerant to achieve optimal operating levels. | | | | X |
| 9 | Check integrity of all panels on equipment. Replace fasteners as needed to ensure proper integrity and fit/ finish of equipment. | | | | X |
| 10 | Check drain pan, drain line, coil, and other areas of moisture accumulation for visible signs of biological growth. Clean, disinfect, and verify proper operation. | | | | X |
| 11 | Check for fin damage and evidence of fouling on the indoor refrigeration-cycle heat- exchanger surfaces. Clean and restore as needed to ensure acceptable condition. | | | | X |
| 12 | Check for damage or evidence of leaks on the indoor refrigeration-cycle heat-exchanger surfaces. | | | | X |
| 13 | Inspect for evidence of moisture carryover beyond the drain pan from cooling coils. Clean as needed. | | | | X |
| 14 | Check for damage or evidence of leaks on the outdoor refrigeration-cycle heat-exchanger surfaces. Clean as needed. Find and record the location of identified leaks. | | | | X |
| 15 | Check for evidence of fouling on the outdoor refrigeration-cycle heat-exchanger surfaces. Clean and restore as needed to ensure acceptable condition. | | | | X |
| 16 | Inspect areas of moisture accumulation for biological growth. Clean, disinfect and verify proper operation. | | | | X |
| 17 | Assess field-serviceable bearings. Lubricate as necessary. | | | | X |
Table D-17 Pumps
| Task | Monthly | Quarterly | Semiannually | Annually |
| 1 | Check variable-frequency drive for proper operation. Correct as needed. Clean housing, and tighten connections as needed. Clean or replace air filter. | | | X | |
| 2 | Inspect pumps and associated electrical components. Clean, and verify proper operation. | | | X | |
| 3 | Check control system and devices for evidence of improper operation. Clean, lubricate, adjust. | | | X | |
| 4 | Check motor contactor for pitting or other signs of damage. Clean and tighten electrical connections as needed. | | | | X |
| 5 | Check pump drive for wear or problems due to poor alignment or poor bearing seating. Lubricate and adjust, and record evidence of wear. | | | | X |
| 6 | Check for proper fluid flow. Clean, adjust, and repair as needed to restore proper flow. | | | | X |
| 7 | Assess field-serviceable bearings. Lubricate as necessary. | | | | X |
| 8 | Check insulation, vibration isolators, and flexible connectors for integrity. Clean as needed. Record location of damage. | | | | X |
Table D-18 Rooftop Units
| Task | Monthly | Quarterly | Semiannually | Annually |
| 1 | Check for particulate accumulation on filters. Clean/replace as needed to ensure proper operation. | | X | | |
| 2 | Check ultraviolet light. Clean, and verify that it is functionioning. | | X | | |
| 3 | Check P-trap. Prime as needed to ensuer proper poeration | | X | | |
| 4 | Check drain pan, drain line, coil, and other areas of moisture accumulation for visible signs of biological growth. Clean, disinfect and verify proper operation. | | X | | |
| 5 | Check steam system traps, pumps, and controls. Clean and verify proper operation | | | X | |
| 6 | Check control system and devices for evidence of improper operation. Clean, lubricate, adjust | | | X | |
| 7 | Check fan-belt tension, check for belt wear, and check sheaves for evidence of improper alignment or evidence of wear. Correct tension and sheave alignment. Replace belts and sheaves as needed to ensure proper operation | | | X | |
| 8 | Check variable-frequency drive for proper operation. Correct as needed. Clean housing, and tighten connections as needed. Clean or replace air filter | | | X | |
| 9 | Check for fin damage and evidence of fouling on the indoor refrigeration-cycle heat- exchanger surfaces. Clean and restore as needed to ensure acceptable condition | | | X | |
| 10 | Check for fin damage and evidence of fouling on the outdoor refrigeration-cycle heat- exchanger surfaces. Clean and restore as needed to ensure acceptable condition | | | X | |
| 11 | Check air-filter fit ad housing seal integrity. Clean, and verify proper fit/finish | | | | X |
| 12 | Check control box for dirt, debris and/or loose terminations. Clean and tighten electrical conections as needed | | | | X |
| 13 | Check motor contactor for pitting or other signs of damage. Clean and tighten electrical conections as needed | | | | X |
| 14 | Check fan blades and fan housing. Clean as needed. | | | | X |
| 15 | Check refrigerant system temperatures. When outside of recommended levels, find and record the cause. Repair, and adjust refrigerant to achieve optimal operating levels. | | | | X |
| 16 | Check fan drive for wear or problems due to poor alignment or poor bearing seating. Adjust and lubricate as necessary. | | | | X |
| 17 | Check integrity of all panels and curbs on equipment. Replace fasteners as needed to ensure proper integrity and fit/ finish of equipment. | | | | X |
| 18 | Assess field-serviceable bearings. Lubricate as necessary. | | | | X |
| 19 | Check for damage or evidence of leaks on the indoor refrigeration-cycle heat-exchanger surfaces. Clean and restore as needed to ensure acceptable condition. Find and record the location of identified leaks. | | | | X |
| 20 | Inspect for evidence of moisture carryover beyond the drain pan from cooling coils. Clean as needed. | | | | X |
| 21 | Check damper for condition, setting, and operation. Adjust and lubricate as necessary. | | | | X |
| 22 | Check for damage or evidence of leaks on the outdoor refrigeration-cycle heat-exchanger surfaces. | | | | X |
| 23 | Check low ambient head pressure control sequence for proper operation. Clean and adjust components or modify software/algorithm to ensure proper operation. | | | | X |
| 24 | Check combustion chamber, burner, and flue for deterioration, leaks, moisture problems, condensation, and combustion products. Clean, and adjust combustion process for proper operation. Find and record the location of identified leaks. | | | | X |
| 25 | Check for damage or evidence of leaks on the gas heat section heat-exchanger surfaces. Clean as needed. Find and record the location of identified leaks. | | | | X |
| 26 | Inspect insulation and areas of moisture accumulation for biological growth. Clean and disinfect as needed. | | | | X |
| 27 | Check compressor oil levels and/or pressure on refrigerant systems having oil level and/or pressure measurement means. When outside of recommended levels, find and record the cause. Repair, and adjust refrigerant to achieve optimal operating levels. | | | | X |
| 28 | Inspect exposed ductwork and external piping for insulation and vapor barrier for integrity. Record location of damage. | | | | X |
Table D-19 Terminal and Control Boxes (e.g., VAV, Fan-Powered, Bypass)
| Task | Monthly | Quarterly | Semiannually | Annually |
| 1 | Check for particulate accumulation on filters. Clean /replace to ensure proper operation. | | X | | |
| 2 | Check control system and devices for evidence of improper operation. Clean, lubricate, adjust. | | | X | |
| 3 | Check for evidence of build-up, fouling, corrosion, or degradation on heat exchange surfaces. Clean and restore as needed to ensure acceptable condition. | | | X | |
| 4 | Check for proper fluid flow and for fluid leaks. Adjust flow when outside of recommended flow range. When leaking, find and record the location of identified leaks. Repair and adjust to achieve optimal operating flows. | | | X | |
| 5 | Check air-filter fit and housing seal integrity. Clean and verify proper fit/ finish. | | | | X |
| 6 | Check fan blades and fan housing. Clean as needed. | | | | X |
| 7 | Check integrity of all panels on equipment. Replace fasteners as needed to ensure proper integrity and fit/ finish of equipment. | | | | X |
| 8 | Check damper for condition, setting, and operation. Adjust and lubricate as necessary. | | | | X |
| 9 | Inspect areas of moisture accumulation for biological growth. If present, clean, disinfect | | | | X |
| 10 | Inspect exposed ductwork and external piping for insulation and vapor barrier for integrity. Record location of damage. | | | | X |
Table D-20 Water-Source Heat Pumps
| Task | Monthly | Quarterly | Semiannually | Annually |
| 1 | Check for particulate accumulation on filters. Clean/ replace to ensure proper operation. | | X | | |
| 2 | Check ultraviolet lamp. Clean and verify that it is functioning. | | X | | |
| 3 | Check P-trap. Prime as needed to ensure proper operation. | | X | | |
| 4 | Check drain pan, drain line, coil, and other areas of moisture accumulation for visible signs of biological growth. Clean, disinfect and verify proper operation. | | | X | |
| 5 | Check control system and devices for evidence of improper operation. Clean, lubricate, adjust. | | | X | |
| 6 | Check for damage or evidence of leaks on the water-cooled heat-exchanger surfaces. Record location of identified leaks. | | | X | |
| 7 | Check variable-frequency drive for proper operation. Correct as needed. Clean housing, and tighten connections as needed. Clean or replace air filter. | | | X | |
| 8 | Check air-filter fit and housing seal integrity. Clean and verify proper fit/finish. | | | | X |
| 9 | Check fan blades and fan housing. Clean as needed. | | | | X |
| 10 | Check integrity of all panels on equipment. Replace fasteners as needed to ensure proper integrity and fit/ finish of equipment. | | | | X |
| 11 | Inspect areas of moisture accumulation for biological growth. If present, clean and disinfect | | | | X |
| 12 | Check fan drive for wear or problems due to poor alignment or poor bearing seating. Adjust and lubricate as necessary. | | | | X |
| 13 | Assess field-serviceable bearings. Lubricate as necessary. | | | | X |
| 14 | Check motor contactor for pitting or other signs of damage. Clean and tighten electrical connections as needed. | | | | X |
| 15 | Check refrigerant system temperatures. When outside of recommended levels, find and record the cause. Repair, and adjust refrigerant to achieve optimal operating levels. | | | | X |
| 16 | Check for damage or evidence of leaks on the indoor refrigeration-cycle heat- exchanger surfaces. Record location of identified leaks. | | | | X |
| 17 | Check for fin damage and evidence of fouling on the indoor refrigeration-cycle heat-exchanger surfaces. Clean and restore as needed to ensure acceptable condition. | | | | X |
| 18 | Check for proper fluid flow and for fluid leaks. Adjust flow when outside of recommended flow range. When leaking, find and record the location of identified leaks. | | | | X |
| 19 | Inspect for evidence of moisture carryover beyond the drain pan from cooling coils. Clean as needed. | | | | X |
| 20 | Check condensate pump. Clean, and verify proper operation. | | | | X |
Table D-21 Computer Room Air Conditioning Unit
| Task | Monthly | Quarterly | Semiannually | Annually |
| 1 | Thoroughly inspect and clean interior and exterior of machine with wet/ dry vacuum, (remove panels). | X | | | |
| 2 | Clean drain pan and note excessive corrosion, prepare and paint necessary. | X | | | |
| 3 | Perform checks according to the type of unit. a) Chilled water/Condenser Water units: i. Check for water leaks on all lines, valves, strainers, coils, etc. If leaks are not able to be stopped or corrected, report leak status. ii. Clean strainer on chilled water unit. b) Direct expansion units: i. Check for refrigeration leaks on all lines, valves, fittings, coils, etc., using a halogen leak detector or similar testing device. If leaks are not able to be stopped or corrected, report leak status. | X | | | |
| 4 | Check refrigerant levels and recharge if needed. | X | | | |
| 5 | Check condition of cooling and reheat coils. Use fin comb if needed to straighten fins. | X | | | |
| 6 | A dirty coil surface can be cleaned using a coil cleaner solution and warm water. | X | | | |
| 7 | Drain and clean humidifier drip pan, replace pan if applicable. Remove scale and paint if necessary. | X | | | |
| 8 | Lubricate motor and fan bearings, if not sealed. Check alignment of motor and fan. Clean fan or blower. | X | | | |
| 9 | Check belt tension and condition. Adjust or replace as required. | X | | | |
| 10 | Replace prefilters if needed. | X | | | |
| 11 | Replace final filters if needed. | X | | | |
| 12 | Check compressor oil level if compressor has a sight glass. | X | | | |
| 13 | Run machine, check action of controls, relays, switches, etc. to see that: a) compressor(s) run at proper settings.b) reheat coils activate properly.c) humidistat activates humidifier.d) suction and discharge pressures are proper.e) discharge air temperature is set properly. | X | | | |
| 14 | Check and adjust vibration eliminators. Replace if required. | X | | | |
| 15 | Check and tighten all electrical terminals, connections, and disconnect switches. | X | | | |
| 16 | If applicable, clean and test condensate pump and alarm. | X | | | |
Table D-22 Air Conditioning Unit, Ceiling/Wall/Window Mounted
| Task | Monthly | Quarterly | Semiannually | Annually |
| 1 | Thoroughly inspect and clean interior and exterior of machine with vacuum(remove panels). | | | | X |
| 2 | Clean drain pan and note excessive corrosion. Correct as necessary. | | | | X |
| 3 | Check for refrigerant leaks using a halogen leak detector, soap bubbles, or similar testing device. If leaks are not able to be stopped or corrected, report leak status | | | | X |
| 4 | Check refrigerant levels and recharge if necessary. | | | | X |
| 5 | Check condition of cooling and reheat coils. Use fin comb as needed. | | | | X |
| 6 | Clean coils using detergent solution and warm water if coil is heavily soiled. | | | | X |
| 7 | Drain and clean humidifier pan or pad, whichever applies. Replace pad if required. Remove corrosion, prime, and paint as needed. | | | | X |
| 8 | Lubricate motor and fan bearings, if not sealed. Check alignment of motor and fan. Clean all fans or blowers. | | | | X |
| 9 | Check belt tension and condition. Adjust or replace as required if belt driven. | | | | X |
| 10 | On direct drive units, check set screws on fan shaft to make sure they are tight. | | | | X |
| 11 | Replace filters as needed. | | | | X |
| 12 | Check compressor oil level (not on hermetically sealed units) if compressor is equipped with a sight glass. | | | | X |
| 13 | Run machine. Check action of controls, relays, switches, including fused disconnect type, etc., to see that: | | | | X |
| 14 | compressor(s) run at proper setting. | | | | X |
| 15 | reheat coils activate properly (if applicable). | | | | X |
| 16 | humidistat activates humidifier (if applicable). | | | | X |
| 17 | suction and discharge pressures are proper. | | | | X |
| 18 | discharge temperature is set properly. | | | | X |
| 19 | If applicable, clean and test condensate pump and alarm. | | | | X |
Table D-23 Air Compressors
| Task | Monthly | Quarterly | Semiannually | Annually |
| 1 | Perform normal tour checks and operations. Perform a visual inspection of the air system, noting any obvious leaks or portions of the air distribution network that may be subject to physical damage. | | | X | |
| 2 | Change compressor crankcase oil. | | | X | |
| 3 | Clean or replace air intake filter. | | | X | |
| 4 | Check air dryer, automatic condensate drains, and air tank for proper operation. Clean condenser coils and cover grills. | | | X | |
| 5 | Inspect oil separators for any sign of oil entering the system. | | | X | |
| 6 | Inspect belt alignment and condition. Adjust or replace belts as required. Belts should be replaced in complete sets. | | | X | |
| 7 | Check for corrosion and scale on water cooled units. | | | X | |
| 8 | Clean heat exchange surfaces. | | | X | |
| 9 | Check accuracy of gauges with calibrated test gauge. | | | X | |
| 10 | On two stage compressor, check intermediate pressure. | | | X | |
| 11 | Test relief valves, replace if leaking or the relief range is incorrect. Do not readjust safety relief valves in the field. | | | X | |
| 12 | Check operation of compressor unloaders, repair or replace if not loading and unloading properly. | | | X | |
| 13 | Check compressor suction and discharge valves for proper operation. Replace leaking valves. | | | X | |
| 14 | Check cut in and cut out of compressor pressure controller, readjust if necessary for proper air pressure requirements. Do not exceed ASME maximum tank pressure. | | | X | |
| 15 | Check to make sure belt guard is installed prior to putting air compressor back in service. | | | X | |
| 16 | No pressure vessel is to have its hand hole or man hole covers removed unless the vessel is at atmospheric pressure. | | | X | |
| 17 | Ensure the pressure vessel inspection certificate is posted at machine. | | | X | |
| 18 | Check if air compressor is running excessively or frequently cycling on and off (possible leaks). Log hour meter readings. | | | X | |
| 19 | Perform an air leak check of the compressor and air distribution network in the equipment room, using an appropriate ultrasonic scanning device. Check hoses, hose connections, hose fittings, quick couplers, filters, regulators and lubricators. Correct or schedule repair as a work item. Tag location and date of leaks. Repair air leaks as soon as possible. | | | X | |
Table D-24 Dry Cooler
| Task | Monthly | Quarterly | Semiannually | Annually |
| 1 | Dry Cooler Checkpoints: | | | X | |
| 2 | a. Remove debris from air screen and clean underneath unit. | | | X | |
| 3 | b. Pressure wash coil with coil cleaning solution. | | | X | |
| 4 | c. Straighten fin tubes with fin comb. | | | X | |
| 5 | d. Check electrical connections for tightness. | | | X | |
| 6 | e. Check mounting for tightness. | | | X | |
| 7 | f. Check for corrosion. Clean and treat with rust inhibitor and touch up paint as needed. | | | X | |
| 8 | Motors and Fans Check Points: | | | X | |
| 9 | a. Inspect pulleys, belts, couplings, etc.; adjust tension and tighten mountings as required. Change badly worn belts. Multi-belt drives should be replaced with matched sets. | | | X | |
| 10 | b. Perform required lubrication and remove old or excess lubricant. | | | X | |
| 11 | c. Clean motor with vacuum or low pressure air (less than 40 psi). Check for obstructions in motor cooling and air flow. | | | X | |
| 12 | 3. Expansion Tank Check Points: | | | X | |
| 13 | a. Examine exterior of tank, including fittings, manholes, and handholes for leaks, signs of corrosion. Repair/paint as necessary. | | | X | |
| 14 | b. Inspect structural supports and repair or replace damaged insulation or covering. | | | X | |
| 15 | c. Clean, test, and inspect sight glasses, valves, fittings, drains, and controls. | | | X | |
| 16 | d. Perform hydrostatic test if required. | | | X | |
| 17 | e. Check antifreeze level with hydrometer and add glycol base antifreeze as required for protection to minus 40 degrees Fahrenheit. | | | X | |
| 18 | Electrical Controls Check Points: | | | X | |
| 19 | a. Visually inspect for broken parts, contact arcing, or any evidence of overheating. | | | X | |
| 20 | b. Check motor name plate for current rating and controller manufacturer's recommended heater size. | | | X | |
| 21 | c. Check line and load connections and heater mounting screws for tightness. | | | X | |
Table D-25 Plate and Frame Heat Exchanger
| Task | Monthly | Quarterly | Semiannually | Annually |
| 1 | Check exposed bolt threads, upper guide bars, rollers in the moveable end frame and connecting frame. Clean and coat with a light grease. | | | | X |
| 2 | Check unpainted carbon steel surfaces, clean and coat with light grease, SAE-30 oil or other rust inhibiting product. | | | | X |
| 3 | Check pressure and temperature gauges, back flush unit and clean in place annually or any time pressure/temperature profile exceeds set limits. | | | | X |
| 4 | Check unit for leaks, follow manufactures trouble shooting guide to locate defective plates. | | | | X |
| 5 | Check overall external appearance and condition of unit. | | | | X |
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