Title Page

  • Site conducted

  • THIS INSPECTION IS FOR SPLIT SYSTEMS ONLY.

    For Unit Name, please refer to the below abbreviations.
    AHU - AIR HANDLING UNIT
    COND- AIR CONDENSING UNIT
    PKG - PACKAGE UNIT
    FCU - FANCOIL UNIT
    FURN - FURNACE
    HP - HEATPUMP

  • 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, operating properly, and programmed to PNC set point schedule

  • Please add notes or action here

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

  • Unit Type

  • Condenser Unit Name/# (for example, the second condenser name would be COND-02)

  • Condenser Location

  • AHU Unit Name/# (Linked to Condenser Above)

  • AHU Location

  • 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?

  • 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

  • Are all line sets insulated and secured properly?

  • Create an Action Item and Self generate work orders to repair any deficiencies and escalate issues out of scope to property manager. Provide detailed notes, photos of actions taken.

  • Record rated and actual fan and compressor running amps

  • Are there any compressor 10 tons or larger?

  • Megger test compressor motor

  • Record suction and discharge pressures

  • Check and or test operation of high/low pressure safety devices. If none exist, please install if possible.

  • 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

  • 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

  • Heat Pump?

  • Verify proper operation of reversing valve

  • 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

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