0 Hvac Checklist (2)

Preventive Maintenance Task Descriptions Quarterly Tasks l e v e s r L e l l l i i o k S B H1 2 30 2 20 1 1 15

HVAC - 25%

HQ1 *Auxiliary Equipment Function HQ2 *Burner Assembly & Control Condition HQ3 *Filter Condition HQ4 *Joint/Pipe Leaks

15

s . s s m g r i e e n r t f a s w s e F o p y R T s S m l e i g u g g o n P n a i i C l t t k o a a c n o e e a a C F H H P H3 H4 H5 H6 H7 30 20 20 20 20 20 15 15 15 15

H2

H3

20

30

s r e l l i h C H2 30

Semi-Annual Tasks HS1

*Blower Condition and Condensation Drain Operation

HS2

Circulation and Water Spray Device Condition

HS3

Combustion Chamber and Smoke Pipe Condition

HS4

Condenser Condition and Function

HS5

Condition of Interlock Functions & Limit and Shutdown Switches

HS6

Condition of Motors, Pumps and/or Strainer Cleanliness

HS7

*Distribution Pipe Condition

HS8

Electrical Heating Coil Function

HS9

Electrical Wiring Connection

HS10 Entrapped Air HS11 Excessive Debris Build-up and Chips and Cracks on Blades HS12 Filter Cartridge Condition HS13 Filter Replacement HS14 Gearbox Condition HS15 General Lubrication and Lubrication of Flow Control Valves HS16 Noise, Vibration and Stability of Mounted Units HS17 Oil level HS18 Overall Condition, Cleanliness and Corrosion HS19 Pressure Gauges & Relief Valves HS20 Solution Tanks HS21 Temperature and Humidity Control HS22 Thermal Insulation and Vapor Barrier Condition HS23 Variable Frequency Drive Function HS24 Water Level and Flow Rate and Scale

1 2 2 2 2 2 2 2 2 2 1 3 1 1 1 1 1 2 2 2 2 1 2 1

H1 5 20 60 30 30 30 15 15

H4 5

H5 5

H6 5

H7 5

60 5 30 30 30 15 15

30 30

15 15 15

5 30 30 30

5 30

30 5

30 5

5

15 15 15

15

15

15

15

15

15

15

15 30

15 30 30 15 15

15 30

15 30 30 15 15

15

15 30 15 15 30 30 30 15 30

15 30 30 15 15 30 30 30 15 30

45 15 30 15 15 30

15

15

30 30 15

30 30 15

30 30 15

30 30 15

H3

H4

H5

H6

H7

10

10

10

10

15

15

5 30

5 30

5 30

30

30

15 30

Annual Tasks HA1 Back Feed Pumps Function HA2 *Belt Replacement HA3 Certification (per authority with jurisdiction) Condenser/Evaporator Tube Condition & Oil/Oil Filter Condition HA4 Condenser/Evaporator HA5 Evaporator Condition and Function HA6 Housing Stability HA7 Louver Condition HA8 Obstructions HA9 Piping Condition HA10 Pump Alignment HA11 Register and Duct Distribution

2 1 3 3 2 1 1 2 1 2 2

H1 15 30 30

5 30 30

H2

60 15

5 30 30

10 15 5 30 30

10

30

30

Preventive Maintenance Task Descriptions General Notes 1. Where noted: * - Recommended to perform monthly, but quarterly at a minim um. 2. Skill levels: Skill Level 1 Basic skill range with some formal training. Skill Level 2 Advanced skill range with formal training and certification. Skill Level 3 Advanced skill range with factory training and certification. 3. Times: Times are noted in minutes under the task item. Times are suggested averages and may vary.

Quarterly Task Descriptions HQ1 *Auxiliary Equipment Function: Inspect support equipment, such as pumps, blowers, water sources, blowdown units and compressors, for proper operation. HQ2 Burner assemblies and Control Condition: Visually inspect for smooth ignition, proper flame color and positioning. Check operation of limit devices and/or flame sensors. Clean burners as needed. Test gas connections for leaks. HQ3 Filter Condition: Visually inspect filters for cleanliness and condition. Replace filters as recommended by unit manufacturer or sooner, if needed. HQ4 Joint / Pipe Leaks: Visually inspect piping for signs of leakage, deterioration, or weak points. Repair or replace as needed.

Semi-Annual Task Descriptions HS1

Blower Condition and Condensate Drain Operation: Inspect blower for cleanliness, cracks and fin or blade stability. Verify correct rotation and listen for unusual sounds. Oil bearings as needed. Verify that equipment belt deflection is about 1". Test pulley alignment using a straight-edge laid along each pulley/belt/pulley combination to check for straight alignment from pulley to pulley. When servicing blower section remove any condensate drain restrictions. Pans should be free of debris, clean, and dry or draining. Fill and manually check condensate pumps to verify proper operation.

HS2

Circulation and Water Spray Device Condition: Check and lubricate water recirculation pumps. Inspect for leaks, bearing noises, excess heat build-up on motors or bearings and motor coupling condition. Repair or re-adjust as required. Perform visual inspections to verify full and direct spray patterns of of water spray devices. Remove any scale buildup which can redirect spray patterns and allow scale buildup on coils.

HS3

Combustion Chamber and Smoke Pipe Condition: Inspect combustion chamber to verify that an airtight condition exists from chamber to flu exit. Inspect heat exchangers for cracks, separations, excessive soot or discoloration. Visually inspect smoke/flu equipment for solid, airtight construction. Remove any blockage to insure the free flow of air and or gases.

HS4

Condenser Condition and Function: Disassemble chiller condenser barrels at end caps/bells to allow for visual inspection. If needed, brush condenser tubes to remove debris which may inhibit efficient heat transfer and reduce tube/barrel life. Perform an electrical eddy test to determine tube wall thickness, as necessary.

HS5

Condition of Interlock Functions, Limit and Shutdown Switches: Interlocks (safety devices/controls within control or safety circuits) insure proper sequencing for ignition or start/run cycles. Inspect switch condition and sequencing by simulating emergency conditions to insure correct operation. Check condition and operation of shutdown switches by manually operating switch. Test by simulating emergency conditions to verify correct operation.

HS6

Condition of Motors, Pumps and Strainer Cleanliness: Clean excess oil or grease from motors and inspect bearings for excessive play or noise. Oil or grease and set amp draw per manufacturer recommendation. Use a diagnostic tool if applicable. Inspect pump equipment for proper operation and record amp draw readings to track performance and predict possible repairs or breakdowns. Inspect strainers and manually cleaned filters and clean per manufacturer instructions to promote clear flow and extend equipment life.

HS7

Distribution Pipe Condition: (**with small repairs). Inspect distribution and return piping. Repair water leaks, torn or ripped insulation and missing supports.

Preventive Maintenance Task Descriptions Semi-Annual Task Descriptions (continued) HS8

Electrical heating coil function: Check all strap/coil heating elements (crankcase, crankcase heaters, block heaters, condensate pan heaters, etc.) to insure that they are maintaining heat within the particular application range. Repair or adjust as required.

HS9

Electrical Wiring Connections: Check electrical connections loose connections and wire connection conditions. Tighten any loose connections to eliminate over-heating at connection points.

HS10 Entrapped Air: Check all purge or prevention equipment for proper operation to eliminate entrapped air which can damage equipment. Repair any water leaks in these devices, because leaks generally indicate a problem. HS11 Excessive Debris Build-up and Chips and Cracks on Blades: Inspect leading edges of fan blades for debris build-up. Clean to insure proper operation. Inspect fan blades for chips or cracks which promote blade wobble, vibration and premature motor bearing wear. Replace blades if such conditions exist. HS12 Filter Cartridge Condition: Test the chiller filter cartridge for pressure drop or perform a visual inspection to evaluate filter element conditions. Replace filter elements as needed. HS13 Filter Replacement: Inspect and replace air filters as needed for proper unit operation. Dirty air filters cause higher electrical usage and shorten normal equipment life. HS14 Gearbox Condition: Inspect gearboxes for cleanliness, proper lubricant level, unusual noise, heat or vibration. Repair required. HS15 General Lubrication and Lubrication of Flow Control Valves: Oil motors and bearings per manufacturer recommendation to extend motor/bearing life. Inspect manually lubricated flow control valves for full operation range. Lubricate and exercise enclosed flow control valves to verify proper operation. HS16 Noise, Vibration and Stability of Mounted Units: Inspect for normal sound levels during equipment operation. Note unusual vibrations. Repair or adjust any metal-to-metal and out-ofbalance conditions. Inspect equipment hangers or attachment systems for stability by checking bolts and hardware for stress or weakness. Adjust or replace as required. HS17 Oil Level: Check the oil level at the sight glass on chiller equipment. Oil or lubricate per manufacturer recommendations. HS18 Overall Condition, Cleanliness and Corrosion: Visually inspect equipment for overall condition and cleanliness and to confirm that equipment and housings have no rust, fatigued metals or worn conditions. Repair the source of any oil stains which may indicate leaking seals or bearings. HS19 Pressure Gauges and Relief Valves: Visually inspect gauges and relief valves for leaks or loose fittings. Repair as required. Exercise per manufacturer instructions. HS20 Solution Tank Condition: Inspect solution tanks and associated tubing or piping for leaks and overall condition. Make repairs or adjustments as required HS21 Temperature and Humidity Control: Perform visual inspections to confirm performance and condition. Perform calibration if required. Test as necessary to maintain accuracy. HS22 Thermal Insulation, Vapor Barrier and/or Air Curtain Condition: Inspect insulation and vapor barrier condition. Repair and replace damaged or wet insulation or vapor barriers. Visually inspect air curtains. Perform service at intervals recommended by equipment manufacturer. HS23 Variable Frequency Drive Function: Inspect VFD motor controls for proper motor function. Cycle motors through a normal shutdown/turn-on sequence to verify VFD ability to ramp a motor to required speed. HS24 Water Levels, Flow Rate and Scale Conditions: Check water levels to insure proper equipment operation. Test flow rates per manufacturer instructions. Perform visual inspections for scale build-up. Remove scale to maximize equipment performance. Use commercial scale removers for extremely heavy buildups.

Preventive Maintenance Task Descriptions Annual Task Descriptions HA1

Back Feed Pump Function: Reverse flow using valves as available to clean and clear any debris from pumps and screens.

HA2

Belt Replacement: (*when servicing blower section of equipment). Remove and visually inspect drive belts for cracks, groves, or uneven appearance. Excessively high glossed appearance on working surfaces may indicate slippage. Replace as required.

HA3

Certification (per authority with jurisdiction) Obtain required certifications by the appropriate and responsible jurisdictional party to testify that a piece of equipment or system performs in accordance to rules, regulations, laws and specifications.

HA4 Condenser/Evaporator Tube Condition & Oil/Oil Filter Condition Disassemble chiller condenser barrels at end caps/bells to allow inspection. Brush evaporator tubes to remove debris that may inhibit efficient heat transfer and reduce life. Perform an electrical eddy test to determine tube wall thickness. Check evaporator coil for debris and blockage. Wash as needed. Service evaporator units as recommended by manufacturer, including refrigerant charge, fan motor/blade condition, oil and coil condition. Condensers should be clean with no signs of oil, oil stains or debris. Fins should be straight for proper air flow. Use a manufacturer approved cleaning product to wash finned coils as needed to remove excessive dirt and debris. Remove a chiller oil sample to check condition and acid content. Change or add oil as needed. Inspect or change oil filters at manufacturer recommended intervals or if acid or poor oil condition is noted when the sample is tested. HA5

Evaporator Condition and Function: Check the evaporator coil for debris and blockage. Wash dirty coils to enhance airflow. Evaporator units should be serviced for total operation, including refrigerant charge, fan motor/blade condition, oil and coil condition.

HA6 Housing Stability: Inspect housings, support structures and metal connection points for signs of rust, deterioration or weak points. Repair or replace items as needed to extend system life. HA7

Louver Condition: Where applicable, check manual or pneumatic louver systems for free and easy movement, bent louvers, leaking l ines or actuators. Repair or replace as needed.

HA8

Obstructions: Inspect coils, fan blades, blower wheels and louvers. Remove debris or obstructions that prevent normal operation.

HA9 Piping Condition: Inspect exposed piping for obvious leakage and insulation conditions. Repair or replace insulation covering pipes as needed. HA10 Pump Alignment: Check pump alignment using a straight edge device to aid in the verification and correction of alignment. Improper alignment destroys pump coupling devices and prematurely wears pump bearings. Adjust as required. HA11 Register and Duct Distribution: Visually inspect registers and ducts to insure unrestricted air flow and condition. Repair any separated ductwork or blocked. Wipe register faces clean as needed.

Arizona School Facilities Board

6/5/2003

Preventive Maintenance Checklist School Name: Category:

HVAC

Equip. Type:

Building (Optional)

H1 Boilers

Fiscal Year:

> > >

Room (Optional)

N o t e : Check boxes using P (presently performing task) or N (new PM task being performed).

* **

Denotes item recommended to perform monthly, but quarterly at a minimum. Denotes item recommended to perform quarterly, but semi-annually at a minimum.

Quarterly Checks 1 2 3 4 Ref.

1 2 3 4 Ref.

HQ1 *Auxiliary Equipment Function HQ2 *Burner Assembly & Control Condition HQ4 *Joint/Pipe Leaks Tech. Date/Sign:

Tech. Date/Sign:

Tech. Date/Sign:

Tech. Date/Sign:

Semi-Annual 1 2 Ref. HS1

1 2 Ref. *Blower Condition and

HS15

Condensation Drain Operation

General Lubrication and Lubrication of Flow Control Valves

HS2 Circulation & Water Spray Device Condition

HS16 Noise, Vibration and Stability of Mounted Units

HS3 Combustion Chamber & Smoke pipe Condition

HS18 Overall Condition, Cleanliness and Corrosion

HS5

Condition of Interlock Functions &

HS19 Pressure Gauges & Relief Valves HS20 Solution Tanks

Limit and Shutdown Switches HS6

Condition of Motors, Pumps and/or

HS21 Temperature and Humidity Control

Strainer Cleanliness

HS22 Thermal Insulation and Vapor Barrier Condition

HS7 *Distribution Pipe Condition

HS23 Variable Frequency Damper Function

HS9 Electrical Wiring Connection

HS24 Water Level and Flow Rate and Scale

HS10 Entrapped Air Tech. Date/Sign: Tech. Date/Sign:

Annual 1

Ref.

1

Ref.

HA1 Back Feed Pumps Function HA3 Certification (per authority with jurisdiction) HA4

Condenser/Evaporator Tube Condition & Oil/Oil Filter Condition

HA8 Obstructions HA9 Piping Condition HA10 Pump Alignment

Tech. Date/Sign: Maintenance Director Signature/Date:

Number of possible checks on this checklist: List the number of checks actually performed:

52


6/5/2003


HVAC

Equip. Type:

Building (Optional)

H2 Chillers

Fiscal Year:

> > >

Room (Optional)


* **



1 2 3 4 Ref.

HQ1 *Auxiliary Equipment Function HQ4 *Joint/Pipe Leaks Tech. Date/Sign:

Tech. Date/Sign:

Tech. Date/Sign:

Tech. Date/Sign:

Semi-Annual 1 2 Ref.

1 2 Ref.

HS2 Circulation and Water Spray Device Condition

HS17 Oil level

HS4 Condenser Condition and Function


HS5 Condition of Interlock Functions &

HS19 Pressure Gauges & Relief Valves HS20 Solution Tanks



HS21 Temperature and Humidity Control HS22 Thermal Insulation and Vapor Barrier Condition

Strainer Cleanliness HS7 *Distribution Pipe Condition




HS10 Entrapped Air HS12 Filter Cartridge Condition HS15


HS16 Noise, Vibration and Stability of Mounted Units Tech. Date/Sign: Tech. Date/Sign:

Annual 1

Ref. HA4

1

Ref.


HA5 Evaporator Condition and Function HA8 Obstructions HA9 Piping Condition HA10 Pump Alignment Tech. Date/Sign: Maintenance Director Signature/Date:


49


6/5/2003


HVAC

Equip. Type:

Building (Optional)

H3 Cooling Towers

Fiscal Year:

> > >

Room (Optional)


* **



1 2 3 4

Ref.

HQ1 *Auxiliary Equipment Function HQ3 *Filter Condition HQ4 *Joint/Pipe Leaks Tech. Date/Sign:

Tech. Date/Sign:

Tech. Date/Sign:

Tech. Date/Sign:

Semi-Annual 1 2 Ref.

1 2

HS2 Circulation and Water Spray Device Condition HS5


Condition of Interlock Functions &

HS18 Overall Condition, Cleanliness and Corrosion HS19 Pressure Gauges & Relief Valves


Ref.


HS20 Solution Tanks HS23 Variable Frequency Damper Function

Strainer Cleanliness HS9 Electrical Wiring Connection


HS10 Entrapped Air HS11

Excessive Debris Build-up and Chips and Cracks on Blades

HS14 Gearbox Condition HS15


Tech. Date/Sign: Tech. Date/Sign:

Annual 1

Ref.

1

Ref.

HA2 *Belt Replacement HA6 Housing Stability HA8 Obstructions HA9 Piping Condition HA11 Register and Duct Distribution

Tech. Date/Sign:

Maintenance Director Signature/Date:


45

6/5/2003


HVAC

Equip. Type:

H4 Fan Coils-Fans

Fiscal Year:

> > >

Building (Optional)

Room (Optional)


* **



1 2 3 4 Ref.

HQ3 *Filter Condition HQ4 *Joint/Pipe Leaks Tech. Date/Sign:

Tech. Date/Sign:

Tech. Date/Sign:

Tech. Date/Sign:

Semi-Annual 1 2 Ref. HS1 HS6

1 2 Ref. *Blower Condition and Condensation

HS15

Drain Operation Condition of Motors, Pumps and/or



Strainer Cleanliness





HS22 Thermal Insulation and Vapor Barrier Condition

HS10 Entrapped Air

HS23 Variable Frequency Drive Function

HS11


HS13 Filter Replacement


Annual 1

Ref.

1

Ref.

HA2 *Belt Replacement HA6 Housing Stability HA8 Obstructions HA9 Piping Condition HA11 Register and Duct Distribution

Tech. Date/Sign:



39


6/5/2003


HVAC

Equip. Type:

Building (Optional)

H5 Heat Pumps

Fiscal Year:

> > >

Room (Optional)


* **



1 2 3 4 Ref.


Tech. Date/Sign:

Tech. Date/Sign:

Tech. Date/Sign:

Semi-Annual 1 2 Ref. HS1

1 2 Ref. *Blower Condition and Condensation

HS15

Drain Operation

of Flow Control Valves

HS4 Condenser Condition and Function HS5

General Lubrication and Lubrication


Condition of Interlock Functions & Limit and Shutdown Switches

HS17 Oil level



HS8 Electrical Heating Coil Function

HS19 Pressure Gauges & Relief Valves

HS11



HS13 Filter Replacement

HS22 Thermal Insulation and Vapor Barrier Condition HS23 Variable Frequency Drive Function


Annual 1

Ref.

1

Ref.

HA2 *Belt Replacement HA5 Evaporator Condition and Function HA8 Obstructions HA9 Piping Condition HA11 Register and Duct Distribution

Tech. Date/Sign:



43


6/5/2003


HVAC

Equip. Type:

Building (Optional)

H6 Heating Systems

Fiscal Year:

> > >

Room (Optional)


* **



1 2 3 4 Ref.

HQ2 *Burner Assembly & Control Condition

Tech. Date/Sign:

Tech. Date/Sign:

Tech. Date/Sign:

Tech. Date/Sign:

Semi-Annual 1 2 Ref. HS1 HS3

1 2 Ref. *Blower Condition and


Condensation Drain Operation

HS22

Combustion Chamber and

Thermal Insulation and Vapor Barrier Condition

Smoke pipe Condition


HS7 *Distribution Pipe Condition HS8 Electrical Heating Coil Function HS11


HS13 Filter Replacement HS15


HS16 Noise, Vibration and Stability of Mounted Units HS18 Overall Condition, Cleanliness and Corrosion


Annual 1

Ref.

1

Ref.

HA11 Register and Duct Distribution

Tech. Date/Sign:



29


6/5/2003


HVAC

Equip. Type:

Building (Optional)

H7 Package Refrigeration

Fiscal Year:

> > >

Room (Optional)


* **

Denotes item recommended to perform mo nthly, but quarterly at a minimum. Denotes item recommended to perform qu arterly, but semi-annually at a minimum.

Quarterly Checks 1 2 3 4

1 2 3 4

Ref.

Ref.


Tech. Date/Sign:

Tech. Date/Sign:

Tech. Date/Sign:

Semi-Annual 1 2

1 2

Ref. HS1


Ref. HS16 Noise, Vibration and Stability of Mounted Units

HS4 Condenser Condition and Function

HS17 Oil level

Condition of Interlock Functions & Limit and HS5 Shutdown Switches


HS8 Electrical Heating Coil Function

HS19 Pressure Gauges & Relief Valves

HS11

Excessive Debris Build-up and Chips


and Cracks on Blades

HS22

HS13 Filter Replacement HS15


General Lubrication and Lubrication


of Flow Control Valves Tech. Date/Sign: Tech. Date/Sign:

Annual 1

Ref.

1

Ref.

HA2 *Belt Replacement HA5 Evaporator Condition and Function HA8 Obstructions HA9 Piping Condition HA11 Register and Duct Distribution

Tech. Date/Sign:



41


######

Preventive Maintenance Annualized Cost Worksheet

HVAC

ll sk h e n s ki a d T W o r S I te m e r e s t ( i f t sk X e u + o q X r y el X p l X a C e a v l T o m R e e) S a L e o f l y e n c T im bl C e r n o b e a g u e n el ic a t o l r e s r r eq r a v p p im v e u m e P A T N F T A

Quarterly Tasks HQ1

*Auxiliary Equipment Function

HQ2

*Burner Assembly & Control Condition

HQ3

*Filter Condition

HQ4

*Joint/Pipe Leaks

Total Quarterly HVAC Tasks Annual Cost

Semi-Annual Tasks HS1


HS2

Circulation and Water Spray Device Condition

HS3

Combustion Chamber and Smoke pipe Condition

HS4

Condenser Condition and Function

HS5

Condition-Interlock Functions&Limit/Shutdown Switches

HS6

Condition of Motors, Pumps/Strainer Cleanliness

HS7

*Distribution Pipe Condition

HS8

Electrical Heating Coil Function

HS9

Electrical Wiring Connection

HS10

Entrapped Air

HS11

Excessive Debris Build-up/Chips & Cracks on Blades

HS12

Filter Cartridge Condition

HS13

Filter Replacement

HS14

Gearbox Condition

HS15

General Lubrication/Lub. of Flow Control Valves

HS16

Noise, Vibration and Stability of Mounted Units

HS17

Oil level

HS18

Overall Condition, Cleanliness and Corrosion

HS19

Pressure Gauges & Relief Valves

HS20

Solution Tanks

HS21

Temperature and Humidity Control

HS22


HS23

Variable Frequency Drive Function

HS24

Water Level and Flow Rate and Scale

Total Semi-Annual HVAC Tasks Annual Cost Subtotal Quarterly and Semi Annual Costs

=

Arizona School Facilities Board Preventive Maintenance Checklist

HVAC

l e v e L sk k i ll s a S d T o r I tem e r e i f t u X r y X p l e X sk X q e a la f T a o m R l S r o e n c y C n e n to ra g b e q u e o e s r e m v e u m e P A T i N F r

n h e W s t ( l e) + C o ab e l ic im p p e l T A r a v T

Annual Tasks HA1

Back Feed Pumps Function

HA2

*Belt Replacement

HA3

Certification (per authority with jurisdiction)

HA4


HA5

Evaporator Condition and Function

HA6

Housing Stability

HA7

Louver Condition

HA8

Obstructions

HA9

Piping Condition

HA10

Pump Alignment

HA11

Register and Duct Distribution

Total Annual HVAC Tasks Cost Total Estimated Annual Cost for HVAC Tasks

=

0 Hvac Checklist (2)

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