Title Page
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Conducted on
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Please select and move forward
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Prepared by
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Site ID
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VUE Work Order Number
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What is Outside Air Temp
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What is the Delta T
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Verify the unit Thermostat is accurate and operating properly
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If unit is new and has not been serviced yet, please complete the Retail HVAC Assessment Survey as well.
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Unit Type
- Packaged AC
- Packaged HP
- Heat Pump
- Gas Pack
- Chiller
- Boiler
- Water Source HP
- Cooling Tower
- Other
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Unit Name/# (for example, the second package unit would be named PKG-02)
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Unit Location
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Inspect cabinet for signs of rust, wear or failure (provide comments)
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Inspect all wiring and connections for tightness, signs if overheating, discoloration or compromise of wire insulation
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Inspect for refrigerant and oil leaks
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Does this unit have an economizer installed?
- Yes
- No
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Inspect Mechanical linkages for wear, tightness, and clearances
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Lubricate all motors and bearings if applicable
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Straighten Condenser Coils
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Clean Condenser coils with manufacturer recommended coil cleaner and rinse with water
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Verify smooth operation of compressor and fans
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Record rated and actual fan and compressor running amps
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Is this unit 10 tons or larger?
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Megger test compressor motor
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Record suction and discharge pressures
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Check and or test operation of high/low pressure safety devices
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Is this unit equipped with Discharge and Supply air temperature sensors and control devices?
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verify operation of these sensors
Evaporative/Blower Section
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Straighten evaporator coils (up to 10% of the surface area)
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Clean evaporator coils with coil cleaner made specifically for that purpose and rinse with water
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Check fan cleanliness; inspect wheel, shaft and cage for wear and clearance
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Check sheaves and pulleys for wear and alignment
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Replace Belt an apply correct tension
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Brush clean, vacuum or blow out evaporator coils. If needed clean with coil cleaner made specifically for that purpose and rinse with water.
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Clean and flush evaporator drain pan, trap and drain line.
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Is drain adequately sized?
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Is drain properly sloped and supported?
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Install pan tabs
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Check operation of secondary pan float safety switch. If missing install one if possible
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Ensure TXV bulb is securely mounted and distributor tubes are protected from vibration and rubbing.
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Check motor starter if applicable
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Replace air filter with MERV 8 filter or appropriate media
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Write the date with permanent marker on filter frame. LEED BRANCHES REQUIRE MERV 13 FILTERS
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Gas Heat?
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Visually inspect heat exchanger for rust, pitting, and holes
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Heat Pump?
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Verify proper operation of reversing valve
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Verify proper operation of defrost cycle
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Verify proper operation of auxiliary heat if applicable
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Does unit have a Variable Frequency Drive?
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Verify proper operation
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Clean heat sink
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Verify proper DC buss voltage
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Are there VAV or Fan power units?
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Inspect all wiring and connections for tightness, signs of overheating, wiring insulation compromised or discoloration
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Check linkages for wear, tightness, and clearance
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Verify fan cleanliness, inspect wheel, shaft and cage for wear and clearance
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Verify sequence of operations as applicable
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Verify operation of fan and motor
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Verify valve/actuator operation
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Check and record voltage and amp draw of resistive heating elements and compare with rating of the heater
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Check and adjust controls, safeties, high limit switches etc. as needed
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Replace air filter with MERV 8 filter
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Write the date on filter frame in permanent marker. LEED branches require MERV 13 filters.
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Does the site have any pumps that support HVAC operations?
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Check for leaks on the pump and seals
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Check inlet and outlet pressures
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Ensure all drain and weeps are free and clear
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Lubricate motor and pump bearing as required
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Record rated amps and actual amp draw
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Verify smooth operation of pump
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Are there any Unit ventilators or Make up or air only units?
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Inspect unit for cleanliness
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Check dampers for wear, security. linkage adjustments
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Clean condensate drain pan, P trap and drain
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Inspect Fan cleanliness, inspect wheel, shaft and cage for wear and clearance
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Check sheaves and pulleys for wear and alignment
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Replace Belt
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Check operation of fan switch
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Check operation of low temperature safety device
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Economizer and power exhausts, inspect linkages, motors, and seals calibrate as necessary
