PROACTIVE

MAINTENANCE
CHECKLISTS

FOR FACILITY MANAGERS

 Maintenance Checklist - Pumps

Inspection:
Date: A-Cool B-Cool
Perform Lock-Out/Tag-Out
Check Condition/Operation Of:
Check VFD For Proper Operation-If Applicable
Visually Inspect Pump and Associated Electrical Components
Check Control System And Devices For Proper Operation
Check Pump Drive And Bearing Seating For Proper Alignment
Check For Proper Fluid Flow And For Any Leaks
Asses Field Serviceable bearings-Lubricate As Necessary
Check Insulation, Vibration Isolators & Flexible Connections

Comments:
 Maintenance Checklist - Pumps

Inspection:
Date: A-Heat B-Heat
Perform Lock-Out/Tag-Out
Check Condition/Operation Of:
Check VFD For Proper Operation-If Applicable
Visually Inspect Pump and Associated Electrical Components
Check Control System And Devices For Proper Operation
Check Pump Drive And Bearing Seating For Proper Alignment
Check For Proper Fluid Flow And For Any Leaks
Asses Field Serviceable bearings-Lubricate As Necessary
Check Insulation, Vibration Isolators & Flexible Connections

Comments:
 Maintenance Checklist - VAV's & Fan Powered Boxes

Inspection:
Date: A-Cool B-Cool B-Cool B-Cool
Perform Lock-Out/Tag-Out
Check Condition/Operation Of:
Check Filters If Applicable-Clean or Replace if Necessary
Check Control System and Devices For Proper Operation
Check Cooling/Heating Coil For Damage-If Applicable
Check For Proper Air Flow- Adjust If Necessary
Check Blower Wheel And Housing For Cleanliness And Integrity
Check Integrity Of All Panels-If Accessible
Check Damper For Proper Operation-Adjust If Necessary

Inspect Areas Of Moisture Accumulation For Biological Growth

Inspect Exposed Ductwork & External Piping For Integrity

Comments:
 Maintenance Checklist - Water Cooled Chiller

Inspection:
Date: A-Cool B-Cool B-Cool B-Cool
Perform Lock-Out/Tag-Out
Check Condition/Operation Of:
Control Devices-Clean, Lubricate & Adjust as Necessary
Variable Frequency Drives - Proper Operation, Adjust if Necessary
Control Box-Clean Debris and Tighten Connections
Motor Contacts-Clean as Necessary
Refrigerant System Pressures - Within Manufacturer's Specifications
Open Drive Alignment, Wear, Seating - If Applicable
Check Heat Exchange Surfaces-Clean if Accessible

Pull End Bell and Punch Tubes -

Fluid Flow/Leaks - Clean/ Adjust if Applicable

Low Ambient Control Sequence of Operation - Adjust if Applicable

Oil Level is Within Manufacturer's Specifications

Take Oil Sample

Refrigerant Filters - Replace as Per Manufacturer's Recommendations

Comments:
 Maintenance Checklist - Water Cooled Chiller

Inspection:
Date: A-Cool B-Cool
Perform Lock-Out/Tag-Out
Check Condition/Operation Of:
Control Devices-Clean, Lubricate & Adjust as Necessary
Variable Frequency Drives - Proper Operation, Adjust if Necessary
Control Box-Clean Debris and Tighten Connections
Motor Contacts-Clean as Necessary
Refrigerant System Pressures - Within Manufacturer's Specifications
Open Drive Alignment, Wear, Seating - If Applicable
Check Heat Exchange Surfaces-Clean if Accessible

Pull End Bell and Punch Tubes -

Fluid Flow/Leaks - Clean/ Adjust if Applicable

Low Ambient Control Sequence of Operation - Adjust if Applicable

Oil Level is Within Manufacturer's Specifications

Take Oil Sample and Replace Oil if Necessary

Refrigerant Filters - Replace as Per Manufacturer's Recommendations

Comments:
 Maintenance Checklist - Water Source Heat Pump

Inspection:
Date: A-Cool B-Cool B-Cool B-Cool
Perform Lock-Out/Tag-Out
Check Condition/Operation Of:
Check Filters If Applicable-Clean or Replace if Necessary
Check Ultraviolet Lamp - If Applicable
Check Control System and Devices For Proper Operation
Check P-Trap-Prime As Needed
Check Heating/Cooling Coil For Any Damage
Check Fan Blades And Housing For Cleanliness And Integrity
Check Integrity of All Panels and Tighten Fastners

Comments:
 Maintenance Checklist - Air Cooled Chiller

Inspection: A-Cool B-Cool

Date:
Perform Lock-Out/Tag-Out
Check Condition/Operation Of:
Control Devices-Clean, Lubricate & Adjust as Necessary
Fan Belt Tension-Adjust and Replace Annually
Sheaves & Pulleys - Proper Alignment
Variable Frequency Drives - Proper Operation, Adjust if Necessary
Control Box-Clean - Clean Debris and Tighten Connections

Motor Contacts
Fan Blades & Housing - Clean and Check Integrity
Refrigerant System Pressures - Within Manufacturer's Specifications

Open Drive Alignment, Wear, Seating - If Applicable

Bearings - Lubricate if Applicable and Accessible

Check Heat Exchange Surfaces-Clean if Accessible
Fluid Flow/Leaks - Clean/ Adjust if Applicable

Air Cooled Condenser Surfaces - Free of Damage & Leaks

Low Ambient Control Sequence of Operation - Adjust if Applicable
Oil Level is Within Manufacturer's Specifications

Comments:
 Maintenance Checklist - Air Handler

Inspection: A-Cool B-Cool A-Heat B-Heat

Date:
Perform Lock-Out/Tag-Out as Necessary
Check Condition/Operation Of:
Filters, Replace if Applicable
Ultraviolet Lamp if Applicable
Control Devices, Adjust as Necessary
Belt(s), Adjust - Replace Annually
Variable Frequency Drive if Applicable

Cooling & Heating Coils-Clean if Applicable

Control Box- Clean Debris and Tighten Connections
Motor Contactor - Check Condition

Fan Blades and Housing - Clean as Necessary

Refrigerant System Temperatures

Integrity of all Panels
Lubricate Bearings - If Applicable
Drain Pan & Drain Line-Clean if Accessible
Check Heat Exchange Surfaces-Clean if Accessible
Inspect for Moisture Carryover Beyond Drain Pan
Proper Damper Operation-Lubricate if Accessible
Condensate Pump Operation-If Applicable
All Exposed Ductwork & Piping Integrity

Comments:
 Maintenance Checklist - Domestic Hot Water Boiler

Inspection:
Date: A-Heat B-Heat
Perform Lock-Out/Tag-Out
Check Condition/Operation Of:
All Electrical Connections
Operation of All Safety Controls
Operation of Thermostat
Heat Exchanger
Check Burner/Combustion Chamber And Flue

Inducer Motor-If Applicable

Pilot Assembly/Ignition System
System Pressure/Temperature

Proper Ventilation of Flue

Lubricate Pumps
Inspect Blow Down Drain Valve-Clear All Debris
Check For Fluid Flow and For Any Leaks

Check Control System Devices For Proper Operation

Check For Fouling, Corrosion Or Degradation of Heat Exchange Surface
Check Damper Operation, Linkages-Lubricate And Adjust As Necessary

Inspect Refractory If Applicable

Observe Burner Flame on High Load For Proper Clearance at Refractory
Punch Tubes and Replace Gaskets

Comments:
 Maintenance Checklist - Condensing Unit

Inspection:
Date: A-Cool B-Cool
Perform Lock-Out/Tag-Out
Check Condition/Operation Of:
Control Devices-Clean, Lubricate & Adjust as Necessary
Fan Belt Tension-Adjust and Replace Annually
Variable Frequency Drives - Proper Operation, Adjust if Necessary

Control Box-Clean - Clean Debris and Tighten Connections

Motor Contacts
Fan Blades & Housing - Clean and Check Integrity
Refrigerant System Pressures - Within Manufacturer's Specifications
Open Drive Alignment, Wear, Seating - If Applicable
Bearings - Lubricate if Applicable and Accessible

Check Heat Exchange Surfaces-Clean if Accessible

Air Cooled Condenser Surfaces - Free of Damage & Leaks

Low Ambient Control Sequence of Operation - Adjust if Applicable

Oil Level is Within Manufacturer's Specifications

Comments:
 Maintenance Checklist - Cooling Tower

Inspection:
Date: A-Cool B-Cool B-Cool B-Cool
Perform Lock-Out/Tag-Out
Check Condition/Operation Of:
Ultra Violet Lamp - If Applicable
Blowdown/Drain Valve - Clear Debris
Fan Open Drive System Couplings, Bearings & Seals

Belt(s) Tension - Adjust and Replace Belt Annually

Sheaves & Pulleys - Check for Proper Alignment
Sump, Strainer, Wet Decks & Nozzles; Clean as Necessary
Control System Devices - Adjust & Clean as Necessary
Variable Frequency Drive - Adjust as Necessary
Pump Condition and Electrical Components

Control Box - Clean Debris and Tighten Connections

Fan Blades and Housing - Clean as necessary

Lubricate Bearings - If Applicable

Fluid Flow/Leaks - Clean/ Adjust if Applicable
Proper Damper Operation-Lubricate if Accessible
Cooling Tower Motors and Electrical Components

Comments:
 Maintenance Checklist - Dehumidification & Humidification Devices

Inspection:
Date: A-Cool B-Cool A-Heat B-Heat
Perform Lock-Out/Tag-Out as Necessary
Check Condition/Operation Of:
Check Ultraviolet Lamp If Applicable
Check For Proper Fluid Flow And For Leaks
Measure Relative Humidity-Adjust As Necessary
Check Steam Traps, Pumps And Controls
Check For Fouling, Corrosion And Degradation
Check And Tighten All Electrical Connections
Check Sensors, Contactors And Fuses
Clean Burners
Replace Probe Plate Gasket

Replace Clean Out Gasket

Replace Burner Gasket

Replace Blower Gasket

Replace Probe Gasket
Descale With Sulfamic Acid
Inspect Distributors, Drain Pans And Other Areas
Check Moisure Accumulation - Clean/Dry

Comments:
 Maintenance Checklist - Domestic Hot Water Boiler

Inspection:
Date: A-Heat B-Heat
Perform Lock-Out/Tag-Out
Check Condition/Operation Of:
All Electrical Connections
Operation of All Safety Controls
Operation of Thermostat
Heat Exchanger
Check Burner/Combustion Chamber And Flue

Inducer Motor-If Applicable

Pilot Assembly/Ignition System
System Pressure/Temperature

Proper Ventilation of Flue

Lubricate Pumps
Inspect Blow Down Drain Valve-Clear All Debris
Check For Fluid Flow and For Any Leaks

Check Control System Devices For Proper Operation

Check For Fouling, Corrosion Or Degradation of Heat Exchange Surface
Check Damper Operation, Linkages-Lubricate And Adjust As Necessary

Inspect Refractory If Applicable

Observe Burner Flame on High Load For Proper Clearance at Refractory

Comments:
 Maintenance Checklist - Exhaust, Supply, Transfer & Return Fans

Inspection:
Date: A-Heat
Perform Lock-Out/Tag-Out as Necessary
Check Condition/Operation Of:
Fan Bearings and Lubricate
Motor Bearings and Lubricate
Belt - Replace if Applicable
Inspect/Tighten Motor Mounts
Fan Rotation
Electrical All Connections
Inspect Blower Wheel
Check VFD - If Applicable
Check Controls and System Devices For Proper Operation

Check Exposed Ductwork And All Panels For Integrity

Check Integrity Of Flexible Connections
Check Control Box For Dirt/Debris-Clean as Necessary

Comments:
 Maintenance Checklist - Exhaust, Supply, Transfer & Return Fans

Inspection:
Date: A-Heat
Perform Lock-Out/Tag-Out
Check Condition/Operation Of:
Check Filters If Applicable-Clean or Replace if Necessary
Check Ultraviolet Lamp If Applicable
Check Steam Traps, Pumps and Controls
Check Control System Devices For Proper Operation

Check Belts If Applicable-Adjust and Replace Annually

Check Coils For Any Leaks, Clean If Applicable
Check Control Box For Dirt and Debris-Clean As Necessary
Check Fan Blades and Housing For Integrity-Clean As Necessary
Check Heat Exchange Surfaces For Buildup/Fouling-Clean As Necessary

Check Integrity Of All Panels and Tighten Fasteners

Assess Field Serviceable Bearings-Lubricate As Necessary
Check All Electrical Connections
Check Drain Pan, Line, And Coil For Biological Growth
Inspect For Moisture Carryover From Drain Pan
Check Damper If Applicable-Adjust/Lubricate As Necessary
Inspect For Moisture Carryover From Drain Pan
Check Condensate Pump For Proper Operation-If Applicable

Comments:
 Maintenance Checklist - Furnace & Combustion Unit Heaters

Inspection:
Date: A-Heat B-Heat
Perform Lock-Out/Tag-Out
Check Condition/Operation Of:
Check Filter And Replace If Necessary
All Electrical Connections
Operation of All Safety Controls And Devices
Operation of Thermostat

Check Burner/Combustion Chamber And Flue For Deterioration

Check Heat Exchanger For Deterioration
Check Operation Of Inducer Motor-If Applicable
Pilot Assembly/Ignition System /Proper Ventilation Of Flue
Check Motor, Blades and Wheel For Proper Alignment

Check Integrity Of All Panels-Tighten Fastners

Assess Field Serviceable Bearings-Lubricate As Necessary
Check Damper Operation, Linkages-Lubricate And Adjust As Necessary

Comments:
 Maintenance Checklist - Indoor Section Duct-Free Split Systems

Inspection:
Date: A-Cool B-Cool B-Cool B-Cool
Perform Lock-Out/Tag-Out
Check Condition/Operation Of:
Check Filters If Applicable-Clean or Replace if Necessary
Check Ultraviolet Lamp If Applicable
Check Control System Devices For Proper Operation
Check Belts If Applicable-Adjust and Replace Annually
Check Temperature Drop-Check Refrigerant Charge If Necessary
Check P-Trap Drain-Clean As Necessary
Check Coils For Any Leaks, Clean If Applicable
Check Control Box For Dirt and Debris-Clean As Necessary
Check Fan Blades and Housing For Integrity-Clean As Necessary

Check Heat Exchange Surfaces For Buildup/Fouling-Clean As Necessary

Check Integrity Of All Panels and Tighten Fasteners
Assess Field Serviceable Bearings-Lubricate As Necessary
Check All Electrical Connections
Check Drain Pan, Line, And Coil For Biological Growth
Inspect For Moisture Carryover From Drain Pan
Check Damper If Applicable-Adjust/Lubricate As Necessary
Inspect For Moisture Carryover From Drain Pan
Check Condensate Pump For Proper Operation-If Applicable

Comments:
 Maintenance Checklist - PTAC or Heat Pumps

Inspection:
Date: A-Cool B-Cool B-Cool B-Cool
Perform Lock-Out/Tag-Out
Check Condition/Operation Of:
Check Filters If Applicable-Clean or Replace if Necessary
Check Control System Devices For Proper Operation
Check For Proper Fluid Flow & For Damage or Evidence of Leaks
Check Temperature Drop-Check Refrigerant Charge If Necessary
Check Fan Blades And Housing For Cleanliness and Integrity
Check All Panels For Integrity-Tighten Fastners
Check Drain Pan, Line and Coil For Biological Growth
Visually Check Evaporator Fins For Damage
Inspect For Moisture Carryover Beyond Drain Pan

Inspect Air Cooled Condensor Coil Fins - Clean Annually

Visually Inspect Areas of Moisture Accumulation For Biological Growth
Assess Field Serviceable Bearings-Lubricate If Necessary

Comments: