A detailed AHU QUARTERLY preventive maintenance checklist

1. Visual Inspection

Check for any signs of leaks or corrosion on the AHU casing.

Inspect insulation for damage or wear.

Look for any obvious signs of wear and tear on components.

Ensure that the AHU is free from debris and obstructions.

Here are some additional steps that could be included in the "1. Visual Inspection" section of the AHU Quarterly Preventive Maintenance Checklist

Inspect the condition of access panels and gaskets for proper sealing

Examine the condition of the unit's supports and mounting brackets for stability

Check for any signs of water pooling around the unit or within the drain pans

Look for signs of pest infestations, such as nests or droppings

Verify that the fan and motor are securely mounted and free from excessive vibration

Ensure that all labels and markings on the AHU are legible and intact

Inspect the condition of the electrical connections and wiring for signs of wear or damage

Check the condition of the condensate drain line for blockages or damage

Assess the overall cleanliness of the unit and surrounding area to prevent airflow obstruction

Look for signs of abnormal wear on belts and pulleys during visual inspection

2. Air Filters

Inspect air filters for dirt and clogging.

Visually examine filters for dirt buildup.
Check for signs of discoloration or damage.
Use a flashlight to inspect hard-to-see areas.
Ensure filters are securely in place.

Replace filters if necessary, following manufacturer guidelines.

Select appropriate replacement filters based on specifications.
Turn off the AHU before replacing filters.
Remove old filters carefully to avoid dust release.
Install new filters according to airflow direction indicators.

Check the filter housing for proper sealing.

Inspect seals around the filter housing for integrity.
Look for gaps or signs of wear.
Replace any worn or damaged sealing materials.
Ensure housing is securely fastened.

Certainly! Here are some additional steps that could be included in the "2. Air Filters" section of a detailed AHU quarterly preventive maintenance checklist

Verify the filter size and type to ensure compatibility with the system

Refer to the manufacturer's documentation for specifications.
Measure existing filters to confirm dimensions.
Ensure new filters match type (HEPA, pleated, etc.).
Check for any compatibility notes specific to the system.

Clean or replace pre-filters if applicable

Determine if pre-filters are part of the system.
Remove pre-filters and clean with a vacuum or wash.
Inspect for damage and replace if necessary.
Reinstall pre-filters ensuring proper fit.

Inspect the filter replacement frequency based on usage and environmental conditions

Review maintenance logs for past replacements.
Consider seasonal changes affecting air quality.
Adjust replacement schedule based on usage patterns.
Consult with operations for insights on usage.

Check for any signs of air leaks around the filter housing

Inspect for visual signs of air escaping.
Use a smoke test to detect leaks.
Seal any identified leaks with appropriate materials.
Monitor performance post-sealing.

Document the filter replacement date and type for maintenance records

Record the date of installation in the log.
Note the type and specifications of filters used.
Include any observations during replacement.
Ensure documentation is accessible for future reference.

Ensure that filters are installed in the correct airflow direction

Verify airflow direction arrows on filters.
Double-check installation against system specifications.
Correct any misaligned filters immediately.
Educate staff on importance of proper installation.

Inspect the condition of the filter frame and replace if damaged

Check for cracks, warping, or other damage.
Ensure frames fit securely within the housing.
Replace any damaged frames to maintain seal integrity.
Inspect frames regularly as part of maintenance.

Monitor and evaluate air pressure drop across the filters to assess performance

Install pressure gauges before and after filters.
Record pressure readings during routine checks.
Analyze readings to determine filter condition.
Replace filters if pressure drop exceeds recommended limits.

Educate personnel on proper filter maintenance practices and signs of filter issues

Conduct training sessions on filter maintenance.
Provide documentation on signs of filter issues.
Encourage staff to report unusual odors or performance changes.
Create a culture of proactive maintenance awareness.

Check for any unusual odors that may indicate a problem with the air filters

Perform regular checks for strange smells.
Investigate sources of odors promptly.
Replace filters if odors are linked to filter issues.
Document any findings and actions taken.

These steps will help ensure thorough maintenance and optimal performance of the air handling unit

3. Belts and Bearings

Inspect belts for wear, fraying, or damage.

Examine belts visually for cracks or breaks.
Look for signs of fraying along the edges.
Check for any discoloration indicating wear.
Ensure belts are free from oil or debris.

Check belt tension and adjust as needed.

Use a tension gauge to measure tension.
Refer to manufacturer specifications for proper tension.
Adjust tension by loosening the motor or pulley.
Retighten all fasteners after adjusting tension.

Lubricate bearings according to manufacturer specifications.

Identify the type of lubricant recommended.
Apply lubricant using a clean grease gun.
Ensure not to over-lubricate, which can cause damage.
Wipe off excess lubricant to prevent buildup.

Sure! Here are some additional steps that could be included in the "3. Belts and Bearings" section of the AHU Quarterly Preventive Maintenance Checklist

Inspect pulleys for wear or misalignment

Look for grooves or wear patterns on pulleys.
Check alignment using a straightedge or laser tool.
Adjust pulleys if misalignment is detected.
Ensure pulleys are securely mounted.

Check for proper alignment between the motor and the drive components

Use a straightedge to confirm alignment.
Adjust motor position if misalignment is found.
Inspect mounting brackets for tightness.
Verify all components are level and secure.

Measure belt deflection and ensure it meets manufacturer specifications

Use a deflection gauge to measure bend under pressure.
Compare readings to manufacturer specifications.
Adjust tension if deflection is outside acceptable limits.
Document the measurement for records.

Replace any worn or damaged belts promptly

Remove damaged belts carefully to avoid further damage.
Select replacement belts that meet specifications.
Install new belts ensuring proper tension.
Dispose of old belts according to regulations.

Inspect bearing housings for signs of wear or damage

Check for cracks or deformities in housing.
Look for any signs of rust or corrosion.
Ensure seals are intact and functioning.
Replace any worn housings as necessary.

Verify that all fasteners and mounting hardware are secure

Use a torque wrench to check fastener tightness.
Inspect for any missing or damaged hardware.
Tighten any loose components to manufacturer specifications.
Record any replacements made.

Check for excessive vibration during operation and address any issues

Monitor equipment while running for unusual vibrations.
Use a vibration analyzer if available.
Identify the source of vibrations and rectify.
Ensure all components are balanced and aligned.

Monitor the operating temperature of bearings to ensure they are within acceptable limits

Use a temperature gauge or infrared thermometer.
Record temperatures during operation at intervals.
Compare readings to manufacturer guidelines.
Address overheating by checking lubrication and alignment.

Clean any debris or buildup from belts and pulleys

Use a soft brush or cloth to remove debris.
Ensure belts and pulleys are dry before replacing.
Avoid using harsh chemicals that could damage components.
Inspect for any hidden wear after cleaning.

Record all findings and actions taken for future reference

Document all inspections, measurements, and adjustments.
Use a maintenance log or digital system.
Include dates, times, and personnel involved.
Review records regularly to identify trends.

4. Coils

Inspect cooling and heating coils for cleanliness.

Visually assess coils for dirt, dust, or debris.
Use a flashlight to check darker areas.
Ensure coils are cool to the touch during inspection.

Clean coils with appropriate coil cleaner if necessary.

Select a coil cleaner suitable for the coil material.
Follow manufacturer's instructions for dilution and application.
Rinse thoroughly with water after cleaning to remove residue.

Check for any signs of corrosion or leaks on coils.

Examine coils for rust, pitting, or discoloration.
Look for moisture around coil joints or connections.
Use a leak detection solution if necessary.

Certainly! Here are some additional steps that could be included in the "Coils" section of the AHU Quarterly Preventive Maintenance Checklist

4. Coils

Inspect cooling and heating coils for cleanliness

Visually assess coils for dirt, dust, or debris.
Use a flashlight to check darker areas.
Ensure coils are cool to the touch during inspection.

Clean coils with appropriate coil cleaner if necessary

Select a coil cleaner suitable for the coil material.
Follow manufacturer's instructions for dilution and application.
Rinse thoroughly with water after cleaning to remove residue.

Check for any signs of corrosion or leaks on coils

Examine coils for rust, pitting, or discoloration.
Look for moisture around coil joints or connections.
Use a leak detection solution if necessary.

Verify proper water flow through the coils to ensure optimal performance

Check valve operation for any blockages.
Inspect piping for leaks or damage.
Monitor water pressure and flow rates.

Check for any blockages or debris that may restrict airflow around the coils

Inspect the area surrounding coils for obstructions.
Clear away any dust, leaves, or foreign objects.
Ensure air intakes are unobstructed.

Ensure that drain pans connected to the coils are clean and functioning properly to prevent water accumulation

Inspect drain pans for debris and standing water.
Clear any blockages in the drainage system.
Test the flow of water through the drain.

Inspect insulation around the coils for damage or deterioration

Check insulation for tears, wear, or moisture.
Replace damaged insulation to prevent energy loss.
Ensure insulation is securely fastened.

Measure and record the temperature differential across the coils to assess efficiency

Use a thermometer to measure inlet and outlet temperatures.
Calculate the temperature difference.
Document findings for comparison in future maintenance.

Confirm that coil fins are straight and free of damage to maintain airflow

Inspect fins for bends or breaks.
Use a fin comb to straighten damaged fins.
Replace fins if severely damaged.

Apply a protective coating if applicable to prevent future corrosion on coils

Select an appropriate protective coating for the coil material.
Follow application instructions carefully.
Allow adequate drying time before reactivating the system.

Document the condition and any maintenance performed on the coils for future reference

Keep a log of inspection results and actions taken.
Record any parts replaced or repairs made.
Store documentation in a maintenance database.

5. Drains and Pans

Inspect drain pans for buildup of dirt or algae.

Examine the surface of the drain pans.
Look for discoloration or green growth.
Use a soft brush or cloth to clean surfaces.
Check for any signs of water stagnation.

Clear any blockages in the drain line.

Identify the entry point of the drain line.
Use a plumber's snake or similar tool.
Flush with water to ensure proper flow.
Inspect for any broken or damaged sections.

Ensure proper drainage and check for leaks.

Observe the flow of water in the drain.
Check connections for any signs of leakage.
Tighten fittings if necessary to prevent drips.
Look for pooling water around the unit.

Here are some additional steps that could be included in the 5. Drains and Pans section of the AHU Quarterly Preventive Maintenance Checklist

Check the slope of the drain pan to ensure proper water flow

Use a level to check the drain pan angle.
Adjust the pan if it is not sloped correctly.
Ensure low points allow for proper drainage.
Reassess after adjustments to confirm proper slope.

Inspect and clean the drain pan for any signs of corrosion or damage

Look for rust, pitting, or structural damage.
Clean the pan with appropriate cleaning agents.
Address any corrosion with suitable coatings.
Schedule repairs for any significant damage.

Verify that the condensate pump (if applicable) is functioning properly and is free of obstructions

Listen for unusual noises from the pump.
Inspect the intake for debris or blockages.
Test the pump operation by observing output.
Clean or replace any worn components as needed.

Test the float switch (if applicable) to ensure it activates and deactivates properly

Manually raise and lower the float switch.
Check for a responsive activation of the pump.
Inspect wiring for any signs of wear.
Replace the switch if it does not operate correctly.

Inspect insulation around the drain lines to prevent condensation and potential leaks

Check for any signs of wear or damage.
Ensure insulation is intact and properly fitted.
Replace any damaged or missing insulation.
Verify that insulation is moisture-resistant.

Measure the water level in the drain pan to confirm it is within acceptable limits

Use a ruler or water level gauge.
Record the water level for reference.
Identify any abnormal water level patterns.
Investigate causes if levels are too high or low.

Check for proper installation of drain pan covers and seals to prevent leakage

Inspect all covers for secure fit.
Check seals for integrity and wear.
Replace any damaged or missing components.
Ensure covers are designed for the specific application.

Document any findings and necessary repairs related to the drain system

Take detailed notes of observations.
Record measurements and findings.
Outline recommended repairs and maintenance.
Keep documentation accessible for future reference.

Schedule any needed follow-up maintenance based on the inspection results

Prioritize repairs based on severity.
Set dates for follow-up work.
Notify relevant personnel of scheduled maintenance.
Ensure all findings are reviewed during next inspection.

6. Fan Assembly

Inspect fan blades for dirt accumulation and damage.

Examine each blade for visible dirt or debris.
Look for physical damage such as cracks or chips.
Use a flashlight for better visibility in hard-to-see areas.

Clean fan blades if necessary.

Use a soft brush or cloth to remove dirt.
Use appropriate cleaning agents if needed; avoid harsh chemicals.
Ensure blades are dried thoroughly before reassembly.

Check motor operation, including vibration and noise levels.

Listen for unusual noises during operation.
Measure vibration levels using a vibration meter.
Compare readings to manufacturer specifications.

Here are some additional steps that could be included in the Fan Assembly section of the AHU quarterly preventive maintenance checklist

6. Fan Assembly

Inspect fan blades for dirt accumulation and damage

Examine each blade for visible dirt or debris.
Look for physical damage such as cracks or chips.
Use a flashlight for better visibility in hard-to-see areas.

Clean fan blades if necessary

Use a soft brush or cloth to remove dirt.
Use appropriate cleaning agents if needed; avoid harsh chemicals.
Ensure blades are dried thoroughly before reassembly.

Check motor operation, including vibration and noise levels

Listen for unusual noises during operation.
Measure vibration levels using a vibration meter.
Compare readings to manufacturer specifications.

Inspect fan housing for signs of wear or corrosion

Look for rust or corrosion on the housing surface.
Check for cracks or deformations.
Ensure all seals are intact and functioning.

Lubricate fan bearings as per manufacturer’s recommendations

Refer to the maintenance manual for specific lubrication points.
Use the correct type and amount of lubricant.
Wipe excess lubricant away to prevent dirt accumulation.

Verify that the fan is securely mounted and all fasteners are tight

Check all mounting bolts and screws for tightness.
Inspect for any signs of loosening or wear.
Re-torque fasteners as necessary to manufacturer specifications.

Check for proper alignment of the fan and motor shafts

Use a laser alignment tool for precision.
Adjust shafts if misalignment is detected.
Re-check alignment after adjustments.

Measure and record fan speed to ensure it is within specified range

Use a tachometer to measure fan speed.
Record the reading and compare it to specifications.
Document any deviations and plan corrective actions.

Inspect electrical connections for signs of wear, corrosion, or loose connections

Examine all wiring and terminals for damage.
Ensure connections are tight and secure.
Clean terminals if corrosion is present.

Test the operation of any fan control systems (e.g., variable frequency drives) for proper functionality

Check that control settings match operational requirements.
Test the response of the system to control signals.
Document any anomalies for further investigation.

Ensure that the fan discharge is unobstructed and that air flow is adequate

Inspect the discharge area for blockages.
Check airflow with an anemometer or similar device.
Clear any obstructions to maintain efficiency.

Review the fan assembly for any unusual odors or signs of overheating

Smell for burning or electrical odors.
Check for discoloration or heat damage on components.
Address any issues immediately to prevent failures.

Document all findings and actions taken during the inspection for future reference

Record all measurements, observations, and actions.
Use a standardized form for consistency.
Ensure documentation is stored in an accessible location.

7. Electrical Components

Inspect electrical connections for signs of wear or corrosion.

Examine terminals and connectors for rust or oxidation.
Look for cracked insulation or frayed wires.
Ensure all connections are tight and secure.

Check that all safety switches are functioning properly.

Test each switch by activating and observing the response.
Ensure switches return to the original position after activation.
Replace any switches that do not function as intended.

Test the operation of controls and safety devices.

Activate controls to ensure they respond correctly.
Check indicators and alarms for proper functionality.
Document any malfunctions for further investigation.

Certainly! Here are some additional steps that could be included in the "Electrical Components" section of the AHU Quarterly Preventive Maintenance Checklist

7. Electrical Components

Inspect electrical connections for signs of wear or corrosion

Examine terminals and connectors for rust or oxidation.
Look for cracked insulation or frayed wires.
Ensure all connections are tight and secure.

Check that all safety switches are functioning properly

Test each switch by activating and observing the response.
Ensure switches return to the original position after activation.
Replace any switches that do not function as intended.

Test the operation of controls and safety devices

Activate controls to ensure they respond correctly.
Check indicators and alarms for proper functionality.
Document any malfunctions for further investigation.

Verify that all circuit breakers and fuses are in good condition and properly rated

Inspect breakers for signs of tripping or damage.
Ensure fuses are not blown and are rated correctly.
Replace any faulty breakers or fuses immediately.

Ensure that wiring insulation is intact and free from damage or fraying

Inspect wires for cuts, abrasions, or signs of wear.
Replace any damaged wire sections as necessary.
Use appropriate insulation materials for repairs.

Check for proper grounding of electrical components and systems

Inspect grounding connections for corrosion or looseness.
Verify continuity of grounding conductors with a multimeter.
Ensure all components are securely grounded.

Inspect and clean electrical panels to ensure proper airflow and reduce overheating

Remove dust and debris from panel surfaces.
Check that vent openings are clear and unobstructed.
Look for signs of overheating or discoloration.

Measure voltage and current to ensure they are within manufacturer specifications

Use a multimeter to measure voltage across terminals.
Check current draw against specifications to identify issues.
Document measurements for future reference.

Test emergency shutdown systems to confirm they activate correctly

Simulate emergency conditions to test shutdown response.
Ensure systems shut down equipment safely and effectively.
Inspect indicators to confirm operation status.

Inspect relays and contactors for proper operation and signs of overheating

Check for burnt contacts or discoloration.
Test relay operation with appropriate testing equipment.
Replace any malfunctioning relays or contactors.

Review and tighten any loose connections to prevent arcing or overheating

Use a torque wrench to ensure proper tightness.
Inspect connections for signs of arcing or wear.
Recheck all connections after tightening.

Ensure that all electrical enclosures are properly sealed and rated for the environment

Inspect seals and gaskets for integrity.
Verify enclosure ratings meet environmental standards.
Replace any damaged seals to protect against contaminants.

Document any findings and corrective actions taken during the inspection

Record all observations in a maintenance log.
Include details of repairs and replacements made.
Ensure documentation is easily accessible for future reference.

8. Ductwork

Inspect ductwork for leaks or damage.

Examine all visible duct sections for signs of air leaks.
Use smoke or a smoke pencil to identify airflow irregularities.
Check joints and seams for gaps or deterioration.

Check for proper insulation on ductwork.

Ensure insulation is intact and covers all duct surfaces.
Look for any signs of moisture or mold on insulation.
Confirm insulation meets local building codes for efficiency.

Ensure that dampers and airflow controls are functioning properly.

Manually operate each damper to check for smooth movement.
Inspect for any obstructions that may hinder damper function.
Verify that control systems are accurately regulating airflow.

Here are some additional steps that could be included in the Ductwork section of the AHU Quarterly Preventive Maintenance Checklist

Inspect ductwork for proper support and alignment

Check all hangers and supports for integrity and rust.
Ensure ducts are level and not sagging or misaligned.
Adjust supports as necessary to maintain proper alignment.

Check for signs of corrosion or rust on metal ductwork

Look for discoloration, flaking, or bubbling on metal surfaces.
Inspect joints and seams, as corrosion often initiates here.
Address any corrosion with appropriate cleaning and coating.

Clean dust and debris from duct surfaces and internal components

Use a vacuum or brush to remove dirt from duct exteriors.
Inspect and clean internal surfaces, including filters and fans.
Ensure all cleaning tools are suitable for duct materials.

Verify that all access panels are secure and free from obstructions

Check that all access panels close tightly without gaps.
Remove any debris or items blocking access points.
Ensure panels are labeled correctly for easy identification.

Assess air distribution patterns to ensure even airflow throughout the space

Use airflow measuring devices to check distribution rates.
Identify any areas with insufficient airflow and document.
Make adjustments to duct design or dampers as necessary.

Inspect flexible duct connections for wear, tears, or kinks

Examine flexible ducting for any visible damage or deformation.
Check connections to ensure they are secure and not leaking.
Replace any damaged sections to maintain airflow efficiency.

Ensure that all duct joints are properly sealed with appropriate materials

Inspect joints for proper sealing and absence of gaps.
Use duct tape or mastic sealant where necessary.
Verify seals are intact and suitable for duct temperature.

Evaluate the condition and performance of any acoustic insulation, if present

Check for rips or damage to acoustic insulation materials.
Assess insulation's ability to reduce noise as intended.
Replace any ineffective insulation to maintain sound control.

Check for any obstructions in the ductwork that could impede airflow

Inspect ducts for foreign objects or build-up of debris.
Use a flashlight to see inside ducts where possible.
Clear any obstructions found to ensure optimal airflow.

Document any issues found and recommend corrective actions as necessary

Record all findings in a maintenance log for tracking.
Provide specific recommendations for repairs or replacements.
Communicate issues to relevant personnel for timely action.

9. System Calibration

Verify that temperature and humidity controls are calibrated correctly.

Use reference thermometers and hygrometers for accuracy.
Compare readings with control system outputs.
Adjust controls if discrepancies exceed acceptable limits.
Record calibration results for future reference.

Check the operation of the control system and sensors.

Initiate system start-up and monitor responses.
Inspect sensor readings for consistency.
Test control commands and their corresponding actions.
Identify any faults or irregularities in performance.

Adjust settings as necessary to maintain optimal performance.

Refer to manufacturer specifications for optimal settings.
Make incremental adjustments and monitor system reactions.
Ensure adjustments align with operational goals.
Document all changes for future tracking.

Certainly! Here are some additional steps that could be included in the "System Calibration" section of the AHU Quarterly Preventive Maintenance Checklist

9. System Calibration

Verify that temperature and humidity controls are calibrated correctly

Use reference thermometers and hygrometers for accuracy.
Compare readings with control system outputs.
Adjust controls if discrepancies exceed acceptable limits.
Record calibration results for future reference.

Check the operation of the control system and sensors

Initiate system start-up and monitor responses.
Inspect sensor readings for consistency.
Test control commands and their corresponding actions.
Identify any faults or irregularities in performance.

Adjust settings as necessary to maintain optimal performance

Refer to manufacturer specifications for optimal settings.
Make incremental adjustments and monitor system reactions.
Ensure adjustments align with operational goals.
Document all changes for future tracking.

Inspect and clean temperature and humidity sensors to ensure accurate readings

Turn off power to sensors before cleaning.
Use appropriate cleaning solutions and techniques.
Check for physical damage or wear.
Reinstall sensors and verify calibration post-cleaning.

Test the calibration of pressure sensors and switches related to airflow

Use a calibrated manometer to measure pressure.
Compare readings against system specifications.
Adjust sensor settings if readings are inaccurate.
Log results and any adjustments made.

Review and update control logic settings to match system design requirements

Access the control system interface.
Compare existing settings against design documentation.
Make necessary changes based on operational needs.
Save and document any updates made.

Confirm that set points align with building occupancy and operational requirements

Review occupancy schedules and operational profiles.
Adjust set points based on current building use.
Ensure compliance with energy efficiency standards.
Document set point adjustments for reference.

Evaluate the performance of variable frequency drives (VFDs) and adjust parameters as needed

Check VFD display for operational status.
Review motor performance and efficiency metrics.
Adjust frequency and ramp settings as required.
Document any changes made to VFD settings.

Document any calibration adjustments made during the maintenance visit

Record all calibration data in maintenance logs.
Include date, technician name, and adjustments made.
Ensure documentation is accessible for future audits.
Review logs for trends during subsequent visits.

Perform a trend analysis on system performance data to identify areas for improvement

Collect data over the previous months.
Analyze trends for temperature, humidity, and airflow.
Identify patterns and anomalies in performance.
Prepare a report with findings and recommendations.

Schedule follow-up checks for any sensors or controls that were found to be out of specification

Create a follow-up maintenance schedule.
Notify relevant personnel of scheduled checks.
Ensure resources are allocated for follow-up visits.
Document follow-up actions in maintenance logs.

10. Documentation

Record all maintenance activities and observations.

Note any repairs or replacements made during the inspection.

Update maintenance logs and schedules for future reference.

11. Review and Planning

Review findings with the maintenance team.

Develop plans for any identified issues requiring attention.

Schedule follow-up inspections or repairs if necessary.

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AI Checklist Generator

A detailed AHU QUARTERLY preventive maintenance checklist

1. Visual Inspection

2. Air Filters

3. Belts and Bearings

4. Coils

5. Drains and Pans

6. Fan Assembly

7. Electrical Components

8. Ductwork

9. System Calibration

10. Documentation

11. Review and Planning

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