MECHANICAL DISCIPLINE CHECKLIST

HVAC Checklist
Building:_______________________________ File Number:__________________________ Completed by:____________________ Title: _______________ Date Checked:___________ ITEM OK Not OK N/A 1) Location of Outside Air Intakes a) Location b) Air economizer enthalpy reqd by code? c) Unobstructed d) Odors from outdoors/exhaust/heat e) Cooling tower within 25 feet f) Exhaust outlet within 10 feet g) Exhaust from trucks at loading dock 2) Bird Screen a) Material b) Size of mesh 3) Outdoor Air (O.A) Quantity (Check against applicable codes and ASHRAE 62-1994) a) Minimum % O.A. 4) Mixing Plenum a) Air mixers or opposed blades b) Mixed air temperature control (F) c) Freeze stat? 5) Filters a) Is spec. 15880 coordinated b) Correct pressure drop scheduled? 6) Humidifiers a) Humidifier type (Steam or Atomizing) 7) Steam Humidifier a) RO needed b) Control setpoint (F and %RH) c) High/Low limit setpoint (F and %RH) 8) Cooling Coil a) Velocity 500fpm max b) Air Stratification? c) Moisture carryover concern? d) Cond. drainage scheme? 9) Mist Eliminators a) Clean, straight, no carryover? 10) Supply Fan a) Type (AF or FC; PLUG) b) VFD c) Belt guards d) Vibration (Internally isolated) e) Control sequence conforms to design/specification 11) Supply Fan Section a) Floor drain traps b) Plenum door with window? c) Blow straight down or into plenum? 12) Heating Coil a) Location: i) Upstream to protect cooling coil from freezing ii) Downstream of cooling coil for reheat (but confirm freeze protection scheme for dc) b) Control sequence conforms to design/specifications c) Discharge Air temp. (F) 13) Supply ductwork a) Fire dampers b) Access doors c) Internally lined duct d) Flex duct e) Short circuiting or other air distribution problems? 14) VAV Box a) Fan powered? b) Minimum/max airflow on schedules? c) Series d) Parallel e) Reheat coil (Elec. vs. HW) f) Inlet and outlet ductwork sized properly? 15) Thermostats a) Type b) Properly located on drawings c) Setpoint TEMP F (Summer) d) Setpoint TEMP F (Winter) 16) Stairwells a) Heat (prevent FP piping from freezing) b) Ventilation c) Pressurization for smoke control? 17) Return Air Plenum a) Return grilles b) No PVC? c) Welded NG piping d) Transfer grilles e) No NG valves? 18) Ducted Returns a) Return fan needed b) Screen if open to plenum 19) Exhaust Fans a) Belt vs. Direct Drive
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b) Upblast? Stack? c) Axial vs. Centrifugal d) Interlock w/ AHUs e) Toilet exhaust MMS shown (inline vs. roof-mtd.) (exh. intress?) f) Interlocked w/ lights? g) Make-up air sufficient? 20) Toilet Exhausts a) Bathrooms run slightly negative relative to building (use transfer air)? 21) Smoke Lounge and Print Room Exhaust a) Room runs negative relative to building b) Ventilation rate meets code? 22) Classified Spaces a) Garage area, fuel dispensing, pits? b) Classification and Division? Low level exhaust? c) Coordinated with elec. and architects? 23) Mechanical Rooms a) AC vs. Ventilation b) Refrigeration Monitoring c) Pneumatic controls d) Seal compressor e) Electric controls f) Transformer for 24V or 120V g) Special or General machinery room? 24) Boilers a) Flues, breeching supported b) NG burner shutdown by refrigeration monitor? c) Combustion air: at least 1 square inch free area per 2000 Btu input 25) Cooling Tower a) Sump and control levels b) Overflow design? Ensure Draindown volume is considered! c) VFD on fans, or two-speed? d) Const. Vol. pumps (no VFD) e) Scale & biocide treatment f) Strainer/filter (full flow vs. sidestream) g) C.T. Bypass valve? 26) Chillers a) Tube pull space b) Type refrigerant c) Marine Boxes 27) HVAC a) Verify horsepower ratings and motor speeds for major pieces of equipment match on mechanical, electrical drawings and specifications. b) Provide vibration isolation as required for equipment. c) Ensure all drains from expansion tanks, air separators, strainers, and other equipment are extended to floor drains. d) Energy conservation measures have been considered. e) Verify minimum performance criteria is met for HVAC equipment. f) Verify inside design conditions for occupied & unoccupied spaces are per criteria. g) Verify zoning arrangement takes into consideration the hours of operation, lighting heat gain, process heat gain, etc. h) Verify mechanical space is adequately protected for refrigerant selected (i.e. alarms, separate rooms, etc.). i) Verify ceiling diffusers are coordinated with light fixtures. j) Check room cfm against calculations. a) Verify locations of louvers: Outside air intake louvers must be away from loading dock and truck waiting areas, emergency generator exhaust, etc. 27a) HVAC Piping a) Include Pipe Support details, trapeze design, etc. b) Confirm Steam and HW piping have expansion loops designed (inlc. Anchors & guides) 28) Plumbing a) Proper accessible BFP with drain is provided. Drain extends to floor drain. b) Provide water and gas meters as required. c) Coordinate floor drain locations, trench drains, and oil interceptors with architectural/structural plans. d) Confirm that adequate city water service pressure is available. Coordinate w/ Civil Engineers. e) Verify requirement for chemical analysis and water treatment. f) Consider bottled water vs. EWCs. g) Verify point-of-use electric hot water heaters are used for lavatories and hand sinks. h) Emergency eyewash and shower are provided. (HW required for tepid water use?) i) SAN sump depth & location (and SAN lift stations). j) Provide elev. shaft sump pump with code- req'd oil leak prevention. Locate panel in elevator machine room. k) Coord. Plbg. Fixture and plbg. Equipmant (WH's, ect.) data. 29) Miscellaneous HVAC / Plumbing Components a) Verify sound requirements are met per criteria and osha (check w/ client). 30) Fire Protection a) Verify sprinkler systems and supply pipes are protected from freezing. (40F min. in space) b) Verify dry sprinkler system is used where freezing temperature could occur. c) Sprinkler heads in high temperature areas (e.g. directly below skylights) are rated. d) Verify sprinkler systems are properly classified and designed in accordance with latest NFPA requirements. Indicate building classification on the documents. e) Verify standpipe and hose system requirements comply with criteria. f) Check location of HVAC control/alarms and ensure fire and smoke dampers are controlled by an automatic alarm device. g) Verify HVAC for fire pump house and water or gas meter house. h) Coordinate mech. obstructions & large ductwork. i) Smoke and Fire Protection
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i) General: Meet requirements of NFPA. Coordinate work with electrical trade. ii) Verify all smoke partitions on HVAC floor plans are shown. iii) Verify all duct-mounted smoke detectors and dampers; Verify fire dampers are shown on mechanical floor plans. iv) Verify sequences provide smoke control, based on fan shut down. v) Provide smoke venting for elevator shafts. Note: when standby power is connected to an elevator, NFPA 101 requires the machine room ventilation/air conditioning system also to be connected to standby power. vi) Per NFPA 90A, the following hazardous exhaust ducts shall not be housed in the same shaft carrying environmental supply, return or exhaust ducts: Exhaust from fume hoods, ETO sterilizers, kitchen grease laden hoods, ortho/prosthetic lab, and battery charging rooms. vii) Per NFPA 30, provide a dedicated exhaust system for each flammable and combustible liquid storage space. Provide an explosion proof motor and spark proof fan, and flow monitoring and alarm system. viii) Conform kitchen hood exhaust to NFPA96. Drawings & Spec's a) Verify that notes referring to other disciplines drawings have the correct drawing or detail number. b) Verify that title blocks are the same and match drawing lists. c) Verify that abbreviation and symbols are corporate or client standard. d) Verify that keyplans are provided, are consistent and are identified on each plan. e) Verify that SSOE drafting standards have been used. f) Spec's coordinate with dwg's. Civil a) Verify size, tie point location, and elevation between mechanical and civil drawings for all underground services & utility entrances. b) Verify location of foundation penetration of building service pipes, sleeves, etc. c) Verify clearance between underground mechanical piping and footings, piers, and grade beams. d) Verify that either Mechanical or Civil drawings show potable water meter, gas meter, trenches, hose bibs, oil interceptors. e) Verify piping abbreviations between Mech and Civil drawings (eg, CW vs. DCW). f) Verify who provides tile drainage and lift stations. g) Verify that underground piping has been checked for expansion provisions. h) Coord. exterior equp. / pad / tank locations. i) Coord. Trench drains & oil interceptors. Architectural a) Check storm drain system against architectural roof plan (storm piping vs.gutters/downspouts). i) All drains connected. ii) Piping is in wall chases or tucked close to column. iii) Drains are at low points on the roof. iv) Secondary/Overflow system v) Conventional vs. Siphonic design. b) Check clearance above ceiling at worst-case duct intersection. c) Verify that dampers are indicated at smoke and fire walls (and check ratings). d) Verify that access panels are provided in ceiling and walls for inspection of fire dampers, valves, pipe cleanouts, etc. e) Coordinate final location of sprinkler heads, grilles, registers and diffusers with architectural reflected ceiling plan. f) Check that all mechanical equipment and roof penetrations are shown on architectural roof plans and that they clear structural cross bracing. Verify that roof curbs are coordinated with mechanical equipment and system penetrations. g) Verify that plumbing fixture type and location are in agreement. Verify that all plumbing fixtures shown on the architectural plans have been piped. h) Check Mechanical HVAC floor plans against Architectural. For door locations, verify Mechanical equipment rooms agree and are large enough, and door louvers vs. undercut (and sizes). i) Verify that all equipment which can be damaged by water is on housekeeping pads, and shown on the architectural or structural drawings. j) Verify that mechanical equipment is not located on walls designated for future expansion or with restrictions. k) Verify that finished floor elevations shown on Mechanical drawings agree with Architectural. l) Verify that there is an allowance for expansion in ducts and piping at Architectural structural expansion joints. m) Verify that there are ladders, catwalks, and platforms shown on the Architectural/ Structural plans for Mechanical equipment requiring servicing or access. n) Verify recess dimensions in wall can accommodate mechanical equipment such as cabinet unit heaters and fire hose cabinets. o) Verify coordination of louver sizes, structural cross bracing, and free area of louvers between mechanical and architectural/structural drawings. p) Coord. Air comp. pipe intake roof or wall penetration. q) Verify atrium for fire rated enclosure, smoke purge requirements, glazing requirements, water curtain at glazing, emergency power, and smoke detection systems. r) Any smoke / heat vents, sizes, locations? s) Verify that piping or ducts are not routed through exit stairs, and electrical rooms. t) Verify that piping or ducts are not located within or pass through elevator hoistway shafts or elevator machine room walls. u) Verify that overhead door equipment does not interfere with mechanical pipes or ductwork and the mechanical services are higher than the door opening. v) Verify a degree of air tightness exists for spaces that are protected by carbon dioxide, halon or other gas type fire suppression systems. w) Verify harzardious area classifications. x) Verify that plumbing cleanouts are located in acceptable and accessible locations. y) Coordinate any return air plenums. z) Rooftop / Truss / ceiling mounted equip. aa) Coord. Roof / wall opg. Location & layouts. Structural a) Rooftop / Truss / Ceiling mounted equip. Page 3

b) Verify that structural support required for mechanical equipment (eg. Hanging air separators) is included on structural drawings. Verify equipment openings. Check cross bracings for interferences. c) Coord. Roof / wall opg. Location & layouts. d) Verify that underground mechanical systems clear the structural foundations both horizontally and vertically, with forty-five degree pressure gradient from the bottom of the footings. e) Verify that sleeve size and location of foundation penetrations agree between Mechanical and Structural drawings. f) Verify that mechanical piping and ductwork clears stairwells, shafts, lift hatches. g) Verify that fire protection risers and storm conductor risers do not interfere with wall bracing or cross bracing. h) Verify that the structural department has received a pipe stress analysis for guided and anchored piping systems. i) Verify that pipe supports appear adequate (for pipe mains, steam loops, ect.) and that guides and anchors shown on the piping schematics have a corresponding support structure detailed. j) Coordinate major pipe / duct run layouts with hanger location. k) Verify that utility piping, fire protection piping, ducts, etc. do not interfere with gusset plates and top chord of truss. l) Verify that fire protection risers are coordinated with roof steel for vertical AND horizontal support. m) Verify that inertia bases and vibration isolators are properly detailed and/or covered in specifications. n) Verify that clearance between steel and pipe exists to allow use of pipe hangers and supports. o) Verify that tanks, pumps, compressors, metering stations, etc. are adequately supported. p) Verify that process stacks are either performance spec or designed and fully detailed, insulated, ect. q) Verify coatings for sumps/concrete pits are compatible with fluids being used. Coordinate spacing and sleeves for vertical turbine pumps. r) Verify that pit stairs/ladders and hatch covers are free of mechanical services. s) Coordinate cooling tower sump basin. t) Verify that sump pump design functions with structural pit/basin design. u) Verify pipe support/hangers and loads are coordinated with structural and mechanical specification. v) Verify louver locations & size w) Metering stations x) Coord. Exterior equipment / Tank / pad locations. y) Coord. Spill containment area layouts. z) Coord. Air pipe intake support. 35) Electrical a) Verify that there is no interference between bus ducts, junction boxes, conduit, cable tray and lights with diffusers, grilles, registers, ductwork and piping. b) Verify in spaces with exposed ceiling that the ducts and piping are above light fixtures so that there are no shadows thrown. c) Verify a 3-6 minimum (480V and below) clearance in front of electrical panels. Verify clearance around bus ducts for installing and maintaining of bus plugs and fuses. d) Verify that disconnect switches to mechanical equipment are visible and accessible. e) Verify that there is no piping in spaces dedicated for electrical equipment including water, gas, compressed air, duct, storm pipes, and heating piping (sprinklers usually required). If piping cannot be avoided, verify drip pans or other protection is provided. f) Verify agreement between Electrical and Mechanical schedules as to voltage, phase, power, and horsepower for all mechanical equipment. Verify use of multi-speed or reversing motors and variable freq. drives (VFD). g) Verify all mech. Equipment location are coordinated. h) Verify that all mechanical equipment specified or on drawings but not on the schedule has been wired if power is required, including water heaters, circulation pumps, mixing boxes (VAV), dampers motors, heat trace, transformers, control panels, BMS, TCC, meters etc. i) Verify sufficient ventilation/cooling and filtration has been provided for all electrical equipment, including substation rooms, UPS rooms, battery rooms, etc. j) Verify that mechanical utilities do not block chases for electrical conduit. k) Verify that electrical systems are sufficient for the controller furnished with packaged mechanical equipment with large motors. l) Verify requirements for lightning protection or ground lugs provision on exhaust stacks. m) Verify that column mounted mechanical and electrical equipment is on different faces of the column. n) Verify that size of louver and motorized damper agree with what is shown on the outside walls. o) Verify needs for emergency power. p) Coordinate installation of emergency generator, including fuel tanks, exhaust, etc. q) Verify requirements of conduit routing for pre-purchased equipment, especially if run under-floor, for chillers and air compressors. r) Verify that120V, W.P. G.F.I. receptacles have been located within 25 feet of heating and air conditioning units on roof (receptacles may be an integral part of HVAC unit). s) Verify location of light fixtures at truck docks where air curtains or door heaters are used. t) Verify smoke det. Coordinated u) Heat Tracing v) Verify hazardious area classification 36) Controls a) If not a General Contract, then verify that contract specifications, as well as drawing notes, ensure definition of contract. Specifically verify control valves, flow meters and control wiring coordination. b) Verify that the mechanical piping diagram and the controls flow diagrams are consistent. c) Verify for control valves: C.V. value, shutoff pressure, failure positions and locations on the flow diagram and schedules. d) Verify that the tag numbers for the mechanical equipment are consistent.
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e) Verify that system main control panels and local control panels are indicated on the mechanical drawings. f) Verify the instrument air system installation requirements and interfaces between the mechanical and controls contracts. g) Verify coordination of packaged" systems specifications with monitoring and /or control points provided under the control contract. h) Verity that tank, vessel and sump openings, flanges and still wells are consistent with the requirements of the control system provided for that system. i) Verify the dampers close on command in ductwork connected to spaces protected by gas type fire suppression system. 37) Life Safety Issues a) Emergency Power i) Where outdoor winter design temperature is 20F or less, provide building heating equipment on emergency power as required by NFPA 99. b) Refrigeration System for Air-Conditioning i) Follow ASHRAE standard 15 for personnel safety in chiller rooms. c) Maintenance of Mechanical Equipment i) Provide guards, handrails, ladders, and platforms for maintenance to meet OSHA requirements. d) Seismic Requirements i) Confirm seismic category with structural. 38) Coordination Issues a) Check if the mechanical equipment rooms have adequate space for performing maintenance with ease, and adequate number of building cross-sections are shown establishing adequacy of ceiling and shaft space to fit work of all trades. b) Review if symbols, notes, and abbreviations are consistent throughout the contract drawings. 39) Heating, Ventilating, and Air Conditioning Review a) Verify locations of louvers: Outside air intake louvers must be away from loading dock and truck waiting areas, emergency generator exhaust, etc. 40) TOYOTA Lessons Learned Added a) Cover air intake on screw ACU during construction to avoid dust buildup. Update spec. b) 15705, 3.2.6 covers expansion joints not being weight loaded contractor needs to install per mfr's recommendation needs to be better designed and located during criteria c) Seismic valve design for NG phase d) Panel schedules need more info includedheat tracing, WWT, 120v (480v are usually ok), motor operated valves e) Side loaded filters chosen over front load, but 42 screws to remove! Unless a hinge can be used, go back to front loading f) Pipe risers to monitor AHU's ended up 4 or 5 feet away, had to route over. Need GC to better coordinate since pipes installed before AHU installed g) Fire alarm pkg covered all smoke detectors under one pkg so all can communicate under same mfr. However, had to install temp SD's so York would KANBAN their AHU's. Still need solution h) For roof areas with heavy piping loading, condier camber on steel so it doesn't deflect so much that ponding occurs in that area i) Dimension final elec popup location in UB for connections to Chillers, ACUs, etc. (on elec dwgs). j) Silicone caulk replacement solutions were too brittle after a while and would crack flues, so silicone still used on indirect fired HCU's and CT's. Oberts recommendation of paint to cover up (seal) silicone worked. But we need silicone replacement for next project. k) Plug valves are not to be used in future projects. Need to research what kind of valve can be used that is not lubricated and FM-approved. l) Audit Lab/Assy eyewash not specifically called out, just pipe for the eyewash installed 4' AFF. Be more specific. From now on, install self-contained SS/EW's everywhere. If heater required outdoors fro LTF area, since heater is not explosion-proof, locate 20-25' m) Problems in connecting CH's and ACU's to starters in MCC. Would things go more smoothly if starters by equipment vendors so contractors knows exactly what to route? GC contract allows for no chargers to Toyota, but schedule delays occur between mfr and elec contractor causes trouble. More discussion needed. This seems to be an issue for all projects, and all clients (w/large 5kv starters). n) Contractors put final filters in too early, and Toyota has to keep changing dusty filters as construction continues after KANBAN. Change 15930 execution section 3.4.1.D to say, "install final filters at substantial completion, as specified in the bid documents." o) Make sure NPW routed to AHU's with humidifiers. p) Improve duct cleaning spec..steal AIA version. Put on drawings to reference new expanded spec. q) Confirm roof access walkways shown on arch dwgs for all mech equipment. r) Add note in 15500 that FP must route down columns to restroomsnot just drop from truss wherever they please. s) Make sure to show PRV's set at 50psi discharge for all toilet rooms on DW lines to rooms. t) Make sure piping schedule sheet MP-651 is coordinated with 15500 (paint FP red), 15020 (label FP only) and 09900. Add indoor and outdoor requirements in the schedule (eg, LTF piping painted outdoors, not painted indoors) u) Detail needed for down-spout to underground connections. MP-703 stops above grade, says to see site drwgs. But Site dwg stops 5 from bldg. GAP! v) Run NPW to boiler feed makeup/cooler, not DW. w) Spec CTs so no silicone caulk, but an equal. Or keep silicone caulk, but encapsulate with paint that seals that silicone. x) Side loading filters leak around sides, unless we spec a gasket. Spec the gasket! y) Updates specs for PIVs to include locks as soon as system is energized.

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