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Checklist for AHU (Air Handling Units) installation

The following checklist for AHU's is based on one from Purdee University.
  • Documentation
    • Manufacturer’s performance data (fan curves, coil, etc.).
    • Installation and startup manual.
    • Sequences and control strategies.
    • Manufacturer's manuals.
    • Successful deflection test.
    • Successful leakage test.
  • Cabinet installation
    • Permanent labels affixed (including fans).
    • Exterior casing in good condition (no dents, scratches, etc.)
    • Interior casing in good condition (no dents, rust, etc.)
    • Access door gaskets installed and doors close tightly.
    • Access doors swing fully open with no obstruction.
    • Boot between duct and AHU tight and in good condition.
    • Vibration isolation equipment installed and functional.
    • Maintenance access acceptable for unit and components.
    • Instrumentation installed according to specification (thermometers, pressure gauges, flow meters, etc.)
    • Equipment is clean and debris removed.
    • Clean filters installed and filter replacement type, efficiency, and size permanently affixed to housing.
    • Filters tight fitting.
    • Filter differential pressure measuring device functional.
  • Coil and piping installation
    • Pipe fittings complete and pipes properly supported.
    • Pipes properly labeled and painted.
    • Pipes and fittings properly insulated.
    • Pipe strainers in place and clean.
    • Pipe systems properly flushed.
    • Pipes leak tested and have no leaking, dripping, or seeping.
    • Coils connected correctly.
    • Coils are clean and fins are in good condition.
    • Coil headers of specified material.
    • Condensate drain pans properly piped, trapped, and sloped.
    • Valves properly labelled.
    • Valves installed in proper direction.
    • Valves stroke fully and easily and spanning is calibrated.
    • Valves not leaking when closed at normal operating pressure.
    • Isolation valves installed per drawings.
    • P/T plugs installed per drawings.
  • Sheet metal installation
    • Ducts visibly sound, clean, sealed and in good condition.
    • Ducts have no apparent flow restrictions.
    • Ducts have sound attenuators installed if required.
    • Ducts have turning vanes in square elbows.
    • Duct balancing dampers installed per drawings and site visit.
    • Duct balancing and control dampers operable.
    • Dampers stroke fully and close tightly without binding.
    • Damper linkages have minimum play.
    • Damper spans calibrated and verified.
    • Smoke and fire dampers installed properly and accessible.
  • Controls installation
    • Thermometers and gauges visible from floor.
    • Control system interlocks hooked up and functional.
    • Smoke detectors in place.
    • Low limit freeze stat sensor located properly.
    • All control devices, pneumatic tubing and wiring complete.
    • Static pressure or other controlling sensors properly located.
    • Static pressure or other controlling sensors calibrated.
    • Installation of system and balancing devices allowed balancing to be completed following specified procedures and contract documents.
    • The HOA switch properly activates and deactivates the unit.
    • OAT, MAT, SAT, RAT, chilled water supply sensors properly located and secure (related OAT sensor shielded.)
    • Inlet vanes aligned in housing, actuator spanned, modulate smoothly and proportional to input signal and EMS readout.
  • Fan installation
    • Supply fan and motor alignment correct.
    • Supply fan belt tension and condition good.
    • Supply fan protective shrouds for belts in place and secure.
    • Supply fan and motor properly lubricated.
    • Supply fan rotation correct.
    • Supply fan has no unusual noise or vibration.
    • Return/exhaust fan and motor aligned.
    • Return/exhaust fan belt tension and condition good.
    • Return/exhaust fan and belt protective shrouds in place and secure.
    • Return/exhaust fan and motor lube lines installed and lubed.
    • Return/exhaust fan rotation correct.
    • Return /exhaust fan has no unusual noise or vibration.
    • Vibration isolators leveled and shipping blocks removed.
  • Electrical installation
    • Pilot lights are functioning.
    • Power disconnects in place and labeled.
    • All electric connections tight.
    • Proper grounding installed for components and unit.
  • Final installation
    • Smoke and fire dampers are open.
    • Startup report completed with this checklist attached.
    • If unit was running during construction are the ducts and coils clean.
    • Pressure variations between rooms match those indicated in contract documents.
    • Pressure difference between building and OA match those indicated in contract documents.
    • Specified sequences of operation and operating schedules have been implemented with all variations documented.
    • Specified point-to-point checks have been completed and documentation record submitted for this system.
  • Sensor and actuator calibration verification
    • All field-installed temperature, relative humidity, CO, CO2 and pressure sensors and gages, and all actuators (dampers and valves) on this piece of equipment shall have the calibration accuracy verified using a calibrated reference.
    • Sensors installed in the unit at the factory with calibration certification provided need not be field verified.
    • Have all test instruments had a certified calibration within the last 12 months.


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