Title Page

  • Conducted on

  • Please select and move forward

  • Prepared by

  • Site ID
  • VUE Work Order Number

  • What is Outside Air Temp

  • What is the Delta T

  • Verify the unit Thermostat is accurate and operating properly

  • If unit is new and has not been serviced yet, please complete the Retail HVAC Assessment Survey as well.

  • Unit Type

  • Unit Name/# (for example, the second package unit would be named PKG-02)

  • Unit Location

  • Inspect cabinet for signs of rust, wear or failure (provide comments)

  • Inspect all wiring and connections for tightness, signs if overheating, discoloration or compromise of wire insulation

  • Inspect for refrigerant and oil leaks

  • Does this unit have an economizer installed?

  • Inspect Mechanical linkages for wear, tightness, and clearances

  • Lubricate all motors and bearings if applicable

  • Straighten Condenser Coils

  • Clean Condenser coils with manufacturer recommended coil cleaner and rinse with water

  • Verify smooth operation of compressor and fans

  • Record rated and actual fan and compressor running amps

  • Is this unit 10 tons or larger?

  • Megger test compressor motor

  • Record suction and discharge pressures

  • Check and or test operation of high/low pressure safety devices

  • Is this unit equipped with Discharge and Supply air temperature sensors and control devices?

  • verify operation of these sensors

Evaporative/Blower Section

  • Straighten evaporator coils (up to 10% of the surface area)

  • Clean evaporator coils with coil cleaner made specifically for that purpose and rinse with water

  • Check fan cleanliness; inspect wheel, shaft and cage for wear and clearance

  • Check sheaves and pulleys for wear and alignment

  • Replace Belt an apply correct tension

  • Brush clean, vacuum or blow out evaporator coils. If needed clean with coil cleaner made specifically for that purpose and rinse with water.

  • Clean and flush evaporator drain pan, trap and drain line.

  • Is drain adequately sized?

  • Is drain properly sloped and supported?

  • Install pan tabs

  • Check operation of secondary pan float safety switch. If missing install one if possible

  • Ensure TXV bulb is securely mounted and distributor tubes are protected from vibration and rubbing.

  • Check motor starter if applicable

  • Replace air filter with MERV 8 filter or appropriate media

  • Write the date with permanent marker on filter frame. LEED BRANCHES REQUIRE MERV 13 FILTERS

  • Gas Heat?

  • Visually inspect heat exchanger for rust, pitting, and holes

  • Heat Pump?

  • Verify proper operation of reversing valve

  • Verify proper operation of defrost cycle

  • Verify proper operation of auxiliary heat if applicable

  • Does unit have a Variable Frequency Drive?

  • Verify proper operation

  • Clean heat sink

  • Verify proper DC buss voltage

  • Are there VAV or Fan power units?

  • Inspect all wiring and connections for tightness, signs of overheating, wiring insulation compromised or discoloration

  • Check linkages for wear, tightness, and clearance

  • Verify fan cleanliness, inspect wheel, shaft and cage for wear and clearance

  • Verify sequence of operations as applicable

  • Verify operation of fan and motor

  • Verify valve/actuator operation

  • Check and record voltage and amp draw of resistive heating elements and compare with rating of the heater

  • Check and adjust controls, safeties, high limit switches etc. as needed

  • Replace air filter with MERV 8 filter

  • Write the date on filter frame in permanent marker. LEED branches require MERV 13 filters.

  • Does the site have any pumps that support HVAC operations?

  • Check for leaks on the pump and seals

  • Check inlet and outlet pressures

  • Ensure all drain and weeps are free and clear

  • Lubricate motor and pump bearing as required

  • Record rated amps and actual amp draw

  • Verify smooth operation of pump

  • Are there any Unit ventilators or Make up or air only units?

  • Inspect unit for cleanliness

  • Check dampers for wear, security. linkage adjustments

  • Clean condensate drain pan, P trap and drain

  • Inspect Fan cleanliness, inspect wheel, shaft and cage for wear and clearance

  • Check sheaves and pulleys for wear and alignment

  • Replace Belt

  • Check operation of fan switch

  • Check operation of low temperature safety device

  • Economizer and power exhausts, inspect linkages, motors, and seals calibrate as necessary

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.