HVAC Preventive Maintenance (P.M.) Checklist

HVAC equipment can fail, even prematurely, so proper maintenance especially preventative maintenance is the best way to extend longevity.

Here is a checklist published by the EPA. They offer a detailed schedule of preventive maintenance procedures HVAC & mechanical rooms. You can view the entire checklist here. (http://www.epa.gov/iaq/largebldgs/pdf_files/hvacshrt.pdf)

We will list the equipment you have that will benefit from preventative maintenance and determine the frequency.  This can vary from one time per year to 6 times per year.  The most common needs are Spring and Fall visits or Spring, Summer, Fall and Winter visits.  Many factors go into determining your frequency schedule. From the variety of trees located close to your equipment to the manufacturing process in your facility can all effect frequency.

Rest assured that your Preventative Maintenance will be set up strictly based on your equipment and your budgets needs.  There is no cookie cutter PM’s here.  Of course there are some basics and give the list a look for a quick overview for what you might see on a PM visit.

Any repairs that are found during a PM visit are ALWAYS quoted unless we have reached a previous agreement.  No worries about hidden or additional costs.  You will receive a written quote for any repairs that a technician finds that he feels is necessary to fix.

A Preventative Maintenance visit will likely include:

  • Filter Change
  • Belts and pulley checks/changes
  • Diagnostics
  • A report filled out by the technician
  • Keeping drain pan clean.  Clearing the pan of mold and gunk can eliminate floods from condensate pan clogs and loss of efficiency on the coils.  Pan tabs can be added to prevent mold from growing in them and causing issues.
  • Physically inspect your HVAC system at least twice yearly, around the time of seasonal system start-up.
  • Chillers and Boilers: Seasonal chiller and boiler maintenance requires expertise; industry best practice is to use the services of a qualified mechanical contractor.
  • Cooling Towers: Disassemble screens and access panels for inspection. Inspect all tower components, including the fill and fill valve, support structure, sump and spray nozzles, gear box, drive coupling, fan blades and motor bearing. Clean the starter and cabinet. Inspect wiring, and check the motor starter contacts for wear and proper operation. Megger test the motor and log readings. Check the condition of the sump heater and contactor.
  • Pumps: Lubricate bearings at least annually. Inspect couplings and check for leaks. Listen for any unusual noises, and determine the cause.
  • Air-handling Unit: Clean or replace air filters at least quarterly, based on condition.