HVAC PM Checklists in Excel Format

Elevate your HVAC maintenance with our comprehensive HVAC PM Checklists in Excel Format. Simplify your preventive maintenance tasks with organized equipment-specific worksheets in Microsoft Office Excel. From AHUs to Chillers, RTUs, and VAV units, our checklists cover it all.

Effortlessly track recommended tasks and intervals, ensuring peak performance. Detect issues early, extend component lifespan, and minimize failures. With benefits ranging from enhanced energy efficiency to cost savings, these checklists are your ticket to streamlined maintenance, improved safety, and optimized HVAC operations. Upgrade today for a future of reliability and excellence.

Tasks are organized by equipment category as worksheets within an Excel workbook. Recommended maintenance intervals/frequencies are included.

HVAC PM Checklist Purchase includes PM Checklists in Excel format for the Following 4 HVAC Equipment Types:

AHU PM Checklist (Air Handler Unit HVAC) AHU Tasks
Sample: 5 of 59 AHU Tasks:

•	Overall Inspection Monthly	Inspect entire unit for unusual noise and/or vibration, ensure that it is in good working order.
•	Lubrication	Provide lubrication, if necessary.
•	Damper Linkages	Check that damper linkages are properly connected and operating.
•	Piping / Fittings Inspection	Inspect piping and fittings for leaks (steam, condensate, hot water, chilled water).
•	Ductwork	Inspect ductwork flexible connectors for abnormalities or leaks.

Chiller PM Checklist - Chiller Tasks
Sample: 5 of 78 Chiller Tasks:

•	Chiller Use / Sequencing	Turn off/sequence unnecessary chillers.
•	Overall Visual Inspection	Complete overall visual inspection to be sure all equipment is operating and safety systems are in place.
•	Setpoints Check	Check all setpoints for proper setting and function.
•	Evaporator / Condenser Fouling	Assess evaporator and condenser coil fouling as required.
•	Chilled Water Flow Rate	Keep chilled water flow rate between 3 to 12-ft per second. Too low a flow rate lowers chiller efficiency. Too high a flow rate leads to vibration, noise, and tube erosion.

RTU PM Checklist (Rooftop Unit HVAC) - RTU Tasks
Sample: 5 of 25 RTU Tasks:

•	Overall Inspection Monthly	Inspect entire unit for unusual noise and/or vibration, ensure that it is in good working order. Make sure all panels are fastened securely in place.
•	Log Observations / Deficiencies	Following inspection, record observations and deficiencies, if any. Consultation with facilities management regarding any concerns, problems, etc.
•	Filters / Screens	Inspect air filters and inlet screens. Clean or replace filters at the start of each cooling and heating season, at a minimum.
•	Fan / Housing / Motor	Inspect fan, housing and motor. Make sure fans are properly centered in their housing. Check blades for excessive rusting and for chips, cracks and dirt buildup that cause noise and vibration. If motor bearings are not permanently lubricated, lubricate them per manufacturer's specification. Ultrasonic equipment affords a reliable way to know when the grease reaches the bearing.
•	Belts	Inspect belts for wear, proper tension and pulley alignment. Fan belts are a regular wear and tear item and should be replaced annually.

VAV PM Checklist (Variable Air Volume Unit HVAC) - VAV Tasks
Sample: 5 of 18 VAV Tasks:

•	Overall Visual Inspection	Observe unit, note any unusual noise and/or vibrations.
•	Filters	Check filter and clean or replace as required.
•	Belts	Belt condition, alignment, and tension OK?
•	Lubrication	Provide lubrication, if necessary.
•	Actuators and Controls	Inspect controls and cycle actuators to ensure proper operation.