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Checklist for HVAC

This checklist is based on this one from the EPA.
  • Outside Air Intake
    • Location
    • Open during occupied hours?
    • Unobstructed?
    • Standing water, bird droppings in vicinity?
    • Odors from outdoors? (describe)
    • Carryover of exhaust heat?
    • Cooling tower within 10m?
    • Exhaust outlet within 10m?
    • Trash compactor within 10m?
    • Near parking facility, busy road, loading dock?
  • Bird screen
    • Unobstructed?
    • General condition?
    • Size of mesh? (12mm minimum)
  • Outside Air Dampers
    • Operation acceptable?
    • Seal when closed?
    • Actuators operational?
  • Outdoor Air (O.A.) Quantity (Check against applicable codes.)
    • Minimum % O.A.
    • Measured % O.A.
    • Note day, time, HVAC operating mode
    • Maximum % O.A.
    • Is minimum O.A. a separate damper?
    • For VAV systems: is O.A. increased as total system air-flow is reduced?
  • Mixing Plenum
    • Clean?
    • Floor drain trapped?
    • Airtightness
      • Outside air dampers.
      • Return air dampers.
      • Exhaust air dampers.
    • All damper motors connected?
    • All damper motors operational?
    • Air mixers or opposed blades?
    • Mixed air temperature control setting
    • Freeze stat setting
    • Is mixing plenum under negative pressure? Note: If it is under positive pressure, outdoor air may not be entering.
  • Filters
    • Type
    • Complete coverage? (i.e., no bypassing)
    • Correct pressure drop? (Compare to manufacturer's recommendations.)
    • Contaminants visible?
    • Odour noticeable?
  • Spray humidifiers or air washers
    • Humidifier type
    • All nozzles working?
    • Complete coil coverage?
    • Pans clean, no overflow?
    • Drains trapped?
    • Biocide treatment working?
    • Note: Is MSDS on file?
    • Spill contaminant system in place?
  • Face and bypass dampers
    • Damper operation correct?
    • Damper motors operational?
  • Cooling Coil
    • Inspection access?
    • Clean?
    • Supply water temperature.
    • Water carryover?
    • Any indication of condensation problems?
  • Condensate drip pans
    • Accessible to inspect and clean?
    • Clean, no residue?
    • No standing water, no leaks?
    • Noticeable odor?
    • Visible growth (e.g., slime)?
    • Drains and traps clear, working?
    • Trapped to air gap?
    • Water overflow?
  • Mist Eliminators
    • Clean, straight, no carryover?
  • Supply fan chambers
    • Clean?
    • No trash or storage?
    • Floor drain traps are wet or sealed?
    • No air leaks?
    • Doors close tightly?
  • Supply fans
    • Location
    • Fan blades clean?
    • Belt guards installed?
    • Proper belt tension?
    • Excess vibration?
    • Corrosion problems?
    • Controls operational, calibrated?
    • Control sequence conforms to design/specifications? (describe changes)
    • No pneumatic leaks?
  • Heating Coil
    • Inspection access?
    • Clean?
    • Contol sequence conforms to design/specifications? (describe changes)
    • Supply water temp.
    • Discharge thermostat? (air temp. setting)
  • Reheat Coils
    • Clean?
    • Obstructed?
    • Operational?
  • Steam humidifier
    • Humidifier type
    • Treated boiler water
    • Standing water?
    • Visible growth?
    • Mineral deposits?
    • Control setpoint
    • High limit setpoint
    • Duct liner within 5m? (If so, check for dirt, mold growth.)
  • Supply Ductwork
    • Clean?
    • Sealed, no leaks, tight connections?
    • Fire dampers open?
    • Access doors closed?
    • Lined ducts?
    • Flex duct connected, no tears?
    • Light troffer supply?
    • Balanced within 3-5 years?
    • Balanced after recent renovations?
    • Short circuiting or other air distribution problems? Note location(s)
    • Pressurized Ceiling
    • Supply Plenum
    • No unintentional openings?
    • All ceiling tiles in place?
    • Barrier paper correctly placed and in good condition?
    • Proper layout for air distribution?
    • Supply diffusers open?
    • Supply diffusers balanced?
    • Noticeable flow of air?
    • Short circuiting or other air distribution problems? Note location(s.)
  • Terminal equipment (supply)
    • Housing interiors clean and unobstructed?
    • Controls working?
    • Delivering rated volume?
    • Balanced within 3-5 years?
    • Filters in place?
    • Condensate pans clean, drain freely?
  • VAV Box
    • Minimum stops %
    • Minimum outside air %
    • Minimum airflow cfm
    • Minimum outside air cfm
    • Supply setpoint
      • Summer
      • Winter
  • Thermostats
    • Type
    • Properly located?
    • Working?
    • Setpoints
      • Summer.
      • Winter.
    • Space temperature
  • Humidity Sensor
    • Humidistat setpoints % RH
    • Dehumudistat setpoints % RH
    • Actual RH %
  • Room partitions
    • Gap allowing airflow at top?
    • Gap allowing airflow at bottom?
    • Supply, return each room?
  • Stairwells
    • Doors close and latch?
    • No openings allowing uncontrolled airflow?
    • Clean, dry?
    • No noticeable odors?
  • Return Air Plenum
    • Tiles in place?
    • No unintentional openings?
    • Return grilles?
    • Balancing capability?
    • Noticeable flow of air?
    • Transfer grilles?
    • Fire dampers open?
  • Ducted Returns
    • Balanced within 3-5 years?
    • Unobstructed grilles?
    • Unobstructed return air path?
  • Return fan chambers
    • Clean and no trash or storage?
    • No standing water?
    • Floor drain traps are wet or sealed?
    • No air leaks?
    • Doors close tightly, kept closed?
  • Return fans
    • Location
    • Fan blades clean?
    • Belt guards installed?
    • Proper belt tension?
    • Excess vibration?
    • Corrosion problems?
    • Controls working, calibrated?
    • Controls sequence conforms to design/specifications? (describe changes)
  • Exhaust Fans
    • Central?
    • Distributed (locations)
    • Operational?
    • Controls operational?
    • Toilet exhaust only?
    • Gravity relief?
    • Total powered exhaust cfm
    • Make-up air sufficient?
  • Toilet Exhausts
    • Fans working occupied hours?
    • Registers open, clear?
    • Make-up air path adequate?
    • Volume according to code?
    • Floor drain traps wet or sealable?
    • Bathrooms run slightly negative relative to building?
  • Smoking lounge exhaust
    • Room runs negative relative to building?
  • Print room exhaust
    • Room runs negative relative to building?
  • Garage ventilation
    • Operates according to codes?
    • Fans, controls, dampers all operate?Garage slightly negative relative to building?
    • Doors to building close tightly?
    • Vestibule entrance to building from garage?
  • Mechanical rooms
    • General condition?
    • Controls operational?
    • Pneumatic controls
      • Compressor operational?
      • Air dryer operational?
    • Electric contols?
    • EMS (Energy Management System) or DDC (Direct Digital Control):
      • Operator on site?
      • Controlled off-site?
      • Fans cycled "off" while building is occupied?
      • Chiller reset to shed load?
  • Preventive maintenance
    • Spare parts inventoried?
    • Spare air filters?
    • Control drawing posted?
    • PM (Preventive Maintenance) schedule available?
    • PM followed?
  • Boilers
    • Flues, breeching tight?
    • Purge cycle working?
    • Door gaskets tight?
    • Fuel system tight, no leaks?
    • Combustion air: at least 1 square inch free area per 2000 Btu input?
  • Cooling Tower
    • Sump clean?
    • No leaks, no overflow?
    • Eliminators working, no carryover?
    • No slime or algae?
    • Biocide treatment working?
    • Dirt separator working?
  • Chillers
    • No refrigerant leaks?
    • Purge cycle normal?
    • Waste oil, refrigerant properly disposed of and spare refrigerant properly stored?
    • Condensation problems?

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