HVAC Major Winter Pre Season

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Site conducted
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Prepared by
Site ID
VUE Work Order Number
What is Outside Air Temp
What is the Delta T
Verify the unit thermostat is accurate, operating properly, and programmed to PNC set point schedule
Add notes or action here

If unit is new and has not been serviced yet, please complete the PNC Retail HVAC Assessment - Survey Form NEW 1.2 as well
Unit Type
- Packaged AC
- Packaged HP
- Packaged Electric
- Gas Pack
- Furnace
- Chiller
- Boiler
- Water Source HP
- Cooling Tower
- Other
Unit Name/# (for example, the second package unit would be named PKG-02)
Unit Location
- Roof
- Ground
- Mechanical Room
- Ceiling
- Basement
- Other
Inspect cabinet for signs of rust, wear or failure (provide comments)
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?
- Yes
- No
Inspect Mechanical linkages for wear, tightness, and clearances
Lubricate all motors and bearings if applicable
Straighten Condenser Coils
Is this unit equipped with Discharge and Supply air temperature sensors and control devices?
Verify operation of these sensors
Are all exhaust fans & HVAC return and supply grills clean of debri?

Evaporative/Blower Section

Turn the heater on and let run for 5 minutes to burn any dust (please be sure to put system in test mode first so alarm is not set off)
Straighten evaporator coils (up to 10% of the surface area)
Check fan cleanliness; inspect wheel, shaft and cage for wear and clearance
Check sheaves and pulleys for wear and alignment
Check belt for tension, wear, cracks, and/or glazing
Check motor starter if applicable
Clean and flush evaporator drain pan, P trap and drain line
Ensure drain is adequately sized, has proper slope and support
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
Check supply air stream for presence of combustion gasses using a combustion gas analyzer
Inspect combustion air or induced draft fan and clean and lubricate if required
Verify operation of combustion air flow proving device (Vacuum, manifold or pitot)
Verify operation of flame detection device (thermocouple, thermopile, bi-metal)
Verify operation of high limit and rollout switches
Verify integrity of flue system
Verify operation and sequence of gas valve and burner controls
If needed verify proper gas pressure to the unit or manifold
Inspect gas line for leaks rust or needed repairs
Electric Heat?
Turn the heater on and let run for 5 minutes to burn any dust (please be sure to put system in test mode first so alarm is not set off)
Inspect all wiring and connections for tightness, signs of overheating, discoloration or compromised insulation.
Verify operation of resistive heating element
Check and record voltage ad amperage draw and compare to rating of heater
Check for proper operation of controls, safeties, high limit switches etc. calibrate if necessary
Heat Pump?
Verify proper operation of reversing valve
Verify proper operation of defrost cycle
Verify proper operation of auxiliary heat if applicable
Verify smooth operation of compressor and fans
Record rated and actual fan and compressor running amps
Check and or test operation of high/low pressure safety devices
Ensure TXV bulb is securely mounted and distributor tubes are protected from vibration and rubbing
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
Boilers? Gas and #2 oil
Blow down feed water mud drums
Check and test blow valve and level float if applicable
Open fire side for cleaning and inspection
Check heating surfaces for corrosion, pitting, scale, blisters, bulges and soot
Visually inspect refractory for large cracks, broken pieces, or exposed metal
Check expansion tank and drain if needed
Clean fire inspection glass
Perform hydrostatic test if required
Check valves, supply piping and solenoids for leaks
Replace fuel nozzles
Inspect, clean and function test flame scanner and relay
Clean and adjust ignition electrode
Verify operation of burner fan air flow switch if applicable
Inspect and clean burner assembly, fan, blast tube, intake and dampers
Verify operation of firing rate motor
Inspect flue and barometric damper
Preform combustion test and adjust burner for maximum efficiency. Record: firing rate , fuel air ratio, CO2, CO, NOX
Perform smoke test
Test safety relief valve
Verify proper Delta T through boiler
Inspect and clean low water cutoff safety device and feed controls
Inspect all hot water/steam coils and valves for cleanliness and leaks
Steam Traps?
Inspect and clean strainer
Inspect and clean precipitate drum
Check trap for proper operation
Gas and Electric Unit Heaters, Heating Only units?
Check general condition of unit
Verify Fan, fan guards, and louvers are tight and securely mounted
Inspect flue barometric damper
Verify clean burner assembly
Light pilot (if applicable) and fire heater; verify proper flame, combustion air and flue operation
Lubricate fan motor if applicable
Verify proper operation of temperature control, pilot, high temperature and fan safety devices
Inspect all wiring connections for tightness, signs of overheating, discoloration or compromised insulation
Verify fan cleanliness; inspect wheel, shaft and cage for wear and clearance
Check sheaves and pulleys for wear and alignment
Replace Belt and tension properly
Fire Dampers?
Remove fusible link
Check operation of damper mechanism ensure it moves freely and closes fully
Reset damper, lubricate damper track and replace fusible link
Provide label or tag indicating damper was tested including date.