HVAC PM Checklists in Excel Format

HVAC PM Checklist Purchase includes PM Checklists in Excel format for the Following 6 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.

• Fan PM Checklist - Fan Tasks
  Sample: 5 of 21 Fan Tasks:
  

  •	System Use/Sequencing	Turn off/sequence unnecessary equipment.
  •	Overall Visual Inspection	Complete overall visual inspection to be sure all equipment is operating properly and safety systems are in place.
  •	Belts	Inspect belts for proper tension, alignment, and wear (if belts are replaced, record belt type and replacement date on unit).
  •	Filters	Check for gaps, clean or replace when dirty or as recommended.
  •	Cleaning	Clean entire unit, motor and fan assembly as recommended.

• Motor PM Checklist - Motor Tasks
  Sample: 5 of 35 Motor Tasks:
  

  •	Motor Use/Sequencing	Turn off/sequence unnecessary motors.
  •	Visual Inspection	Observe and record any anomalies regarding its physical condition.
  •	Noise Check	Assess the level and type of noise the motor is making.
  •	Record Data	Record equipment data.
  •	Bearing Scope/Scanner Check	Check bearings using a stethoscope or infrared scanner (or camera, if appropriate).

• 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.

Advantages of HVAC Preventive Maintenance