HVAC Checklist

Company Name:__________________________________________________File Number:_________________

Address:___________________________________________________________________________________

Completed by:___________________________________________________Date:__________________________

MECHANICAL ROOM

Clean and dry?____________________________Stored refuse or chemicals?______________________________

Describe items in need of attention________________________________________________________________

MAJOR MECHANICAL EQUIPMENT

Preventative maintenance (PM) plan in use?_________________________________________________________

Control System

Type_______________________________________________________________________________________

System operation_____________________________________________________________________________

Date of last calibration_________________________________________________________________________

Boiler

Rated Btu input________________Condition_______________________________________________________

Combustion air: is there at least one square inch free area per 2,000 Btu input?______________________________

Fuel or combustion odors_______________________________________________________________________

Cooling Tower

Clean? No leaks or overflow? ______________________Slime or algae growth?____________________________

Eliminator performance_________________________________________________________________________

Biocide treatment working? (List type of biocide)_____________________________________________________

Spill containment plan implemented?_____________________________Dirt separator working?_______________

Chillers

Refrigeration leaks?___________________________________________________________________________

Evidence of condensation problems?______________________________________________________________ 

Waste oil and refrigerant properly stored and disposed of?______________________________________________

 

 HVAC Checklist

AIR HANDLING UNIT

Unit identification_______________________________________Area served____________________________

Outdoor Air Intake, Mixing Plenum, and Dampers

Outdoor air intake location______________________________________________________________________

Nearby contaminant sources? (Describe)___________________________________________________________

Bird screen in place and unobstructed?_____________________________________________________________

Design total cfm___________ outdoor air (O.A.) Cfm____________ date last tested and balanced_______________ 

Minimum % O. A. (Damper setting)______________Minimum cfm O. A.(Total cfm x minimum% O.A.)/100= ___________ 

Current O. A. Damper setting (date, time, and HVAC operating mode)___________________________________ 

Damper control sequence (describe)_______________________________________________________________

Condition of dampers and controls (note date)________________________________________________________

Fans

Control sequence_____________________________________________________________________________

Condition (note date)___________________________________________________________________________

Indicate temperature supply air_________ mixed air_________ return air_________ outdoor air_________

Actual temperatures supply air_________ mixed air_________ return air_________ outdoor air_________

Coils

Heating fluid discharge temperature ________ T_______cooling fluid discharge temperature_______ T_______

Controls (describe)____________________________________________________________________________

Condition (note date)___________________________________________________________________________

Humidifier

Type________________________________If biocide is used, note type__________________________________

Condition (no overflow, drains trapped, all nozzles working?)___________________________________________

No slime, visible growth, or mineral deposits?_______________________________________________________

 

 

 

HVAC Checklist 

OCCUPIED SPACE 

Thermostat types______________________________________________________________________________

Zone/
Room
 
Thermostat
Location
What Does
Thermostat
Control?
(E.g., radiator,
AHU-3)
Setpoints
Summer        Winter
 
Measured
Temperature
 
Day/
Time
             
             
             
             
             
             
             

Humidistat/Dehumidistat types__________________________________________________________________

Zone/
Room

Humidistat/
Dehumidistat
Location

What DoesIt
Control?

Setpoints
(%RH)

Measured
Temperature

Day/
Time