p2 - 221841 - MAINTENANCE ACMV

Non-Public Facilities MEPS
CN 7006107
Attachment 1.1 - Mechanical Tasks
MECHANICAL TASKS
Air distributrion
ductwork
Duct and Piping

Insulation
Weather Stations
Strainer
Valves
Temperature
Control Air
Compressor
Refrigerated Air
Dryer
A/C Split System
Window/Wall Air
conditioner
Fire & Smoke

Dampers
Motors > 10 hp
Motors, general
Electric duct heater
Electric Unit Heater
Electric Heaters
Condensing Units
VAV, CV terminal
boxes
Preheat/Reheat
Coils
Dampers
Computer Room
A/C unit
Remote air intake

Dampers
Fans
Package Rooftop
Unit, Air Cooled
HVAC SYSTEMS
AHU
TYPE OF WORK
FREQUENCY
GENERAL MAINTENANCE TASKS

Check points:
GM Check fan blades for dust buildup and clean if necessary.
GM Check fan blades and moving parts for cracks and excessive wear.
GM Check fan RPM against design specifications.
GM Check bearing collar set screws on fan shaft to make sure they are tight.
GM
Check dampers for dirt accumulations, clean as necessary. Check felt, repair or
replace as necessary.
GM
Check damper actuators and linkage for proper operation. Adjust linkage on dampers
if out of alignment.
GM Lubricate mechanical connections of dampers sparingly.
GM Clean coils by brushing, blowing, vacuuming, or pressure washing.
GM Use fin comb to straighten coil fins.
Flush and clean condensate pans and drains, remove all rust prepare metal and paint.
Consult the Material Safety Data Sheet (MSDS) to ensure that the paint lead level is
GM 0.06% or less. Hose down coils and drain pans and wash with an appropriate EPA
approved solution approved solution. Treat condensate pans with an EPA approved
biocide.
GM
Check belts for wear and cracks, adjust tension or alignment, and replace belts when
necessary. Multi-belt drives shall only be replaced with matched sets.
GM
Check rigid couplings for alignment on direct drives, and for tightness of assembly.
Check flexible couplings for alignment and wear.
GM
Before heating season (chilled water coils only): Drain cooling coils; blow down to
remove moisture; refill with antifreeze and water solution; drain.
GM
Check coils for leaking, tightness of fittings. On direct expansion units, check for
refrigerant leaks on all lines, valves, fittings, coils, etc., using a halogen leak detector
or similar testing device. If leaks are not able to be stopped or corrected, report leak
status to supervisor.
GM Check freezestat for proper temperature setting and operation.
GM Vacuum interior of unit.
Lubricate fan shaft bearings while unit is running. Add grease slowly until slight
GM bleeding is noted from the seals. Do not over lubricate. Remove old or excess
lubricant.
7/17/14
1.1 HVAC Systems
CN 7006107
MECHANICAL TASKS
GM Check all electrical connections.
GM Record supply and return air temperatures.
GM Change filters
Air distributrion
ductwork
Duct and Piping

Insulation
Weather Stations
Strainer
Valves
Temperature
Control Air
Compressor
Refrigerated Air
Dryer
A/C Split System
Window/Wall Air
conditioner
Fire & Smoke

Dampers
Motors > 10 hp
Motors, general
Electric Heaters
Condensing Units
VAV, CV terminal
boxes
Preheat/Reheat
Coils
Dampers
Computer Room
A/C unit
Remote air intake

Dampers
Fans
Package Rooftop
Unit, Air Cooled
HVAC SYSTEMS
AHU
TYPE OF WORK
FREQUENCY
GM Clean up work area.

GM Check with operating or area personnel for deficiencies.
GM Check tension, condition and alignment of belts; adjust as necessary.
GM Lubricate shaft and motor bearings.
GM Replace air filters.
GM Clean electrical wiring and connections; tighten loose connections.
GM Clean coils, evaporator drain pan, blowers, fans, motors and drain piping as required.
GM
Perform operational check of unit; make adjustments on controls and other

components as required.
GM During operation of unit, check refrigerant pressure; add refrigerant as necessary.
GM Check compressor oil level; add oil as required.
GM Clean area around unit.
GM Clean humidifier pan & test.
GM Check Freon Charge & temperatures.
GM Grease bearings.
GM Inspect belts, adjust or change if needed.
GM Change filters.
GM Change filters
GM Clean indoor unit and drains.
Check Points:
GM Remove debris from air screen and clean underneath unit.
GM
Pressure wash coil with coil cleaning solution. Rinse and neutralize (cleaning
solution) in accordance with manufacturer's recommendations.
7/17/14
1.1 HVAC Systems
CN 7006107
MECHANICAL TASKS
GM Straighten fin tubes with fin comb.
GM Check electrical connections for tightness.
GM Check mounting for tightness.
GM Check all refrigeration lines for support and signs of wear.
GM Thoroughly inspect and clean interior and exterior of machine.
GM Clean and treat all rusted areas. Touch up prime and paint as needed.
Check for refrigerant leaks using a halogen leak detector, soap bubbles, or similar
GM testing device. If leaks are not able to be stopped or corrected, report leak status to
supervisor.
GM Check refrigerant levels and recharge if needed.
GM Perform required lubrication and remove old or excess lubricant.
GM
Clean motor with vacuum or low pressure air (less than 40psi). Check for obstructions
in motor cooling and air flow. See motor PM.
GM
Visually inspect fused disconnect switches and contactors for condition, proper
operation, arcing or any evidence of overheating.
GM
Check motor name plate for current rating and controller manufacturer's
recommended heater size. (Heater size shall not be changed without DFW approval.)
GM Check line and load connections and heater mounting screws for tightness.
GM Check fan blades and moving parts for excessive wear.
GM Check fan RPM to design specifications.
GM Check bearing collar set screws on fan shaft to make sure they are tight, if applicable.
GM Check dampers for dirt accumulation. Check felt; repair or replace as required.
Check damper motors and linkage for proper operation. Adjust linkage on vanes if out
GM
of alignment, if equipped.
GM Lubricate mechanical connections of dampers sparingly, if equipped.
Check compressor oil level (non-hermetically sealed units only) if compressor is

GM
equipped with a sight glass
Run machine with service gauge manifold attached, checking action of controls,
GM
relays, switches, etc. to see that:
7/17/14
Air distributrion
ductwork
Duct and Piping

Insulation
Weather Stations
Strainer
Valves
Temperature
Control Air
Compressor
Refrigerated Air
Dryer
A/C Split System
Window/Wall Air
conditioner
Fire & Smoke

Dampers
Motors > 10 hp
Motors, general
Electric Heaters
Condensing Units
VAV, CV terminal
boxes
Preheat/Reheat
Coils
Dampers
Computer Room
A/C unit
Remote air intake

Dampers
Fans
Package Rooftop
Unit, Air Cooled
HVAC SYSTEMS
AHU
TYPE OF WORK
FREQUENCY
1.1 HVAC Systems
CN 7006107
MECHANICAL TASKS
Air distributrion
ductwork
Duct and Piping

Insulation
Weather Stations
Strainer
Valves
Temperature
Control Air
Compressor
Refrigerated Air
Dryer
A/C Split System
Window/Wall Air
conditioner
Fire & Smoke

Dampers
Motors > 10 hp
Motors, general
Electric Heaters
Condensing Units
VAV, CV terminal
boxes
Preheat/Reheat
Coils
Dampers
Computer Room
A/C unit
Remote air intake

Dampers
Fans
Package Rooftop
Unit, Air Cooled
HVAC SYSTEMS
AHU
TYPE OF WORK
FREQUENCY
a. compressor(s) run at proper settings.

b. controls activate properly.
c. controls activate unit.
d. suction and discharge pressures are proper.
GM Check setting on controls and return to normal operation.
GM Clean up the work area and properly dispose of debris and waste.
Note: Seal off all service ports with flare caps. Report any missing caps or dust covers.
GM Check damper for freedom of movement and proper operation.
SA
Observe damper operation through full operating range, by activating controller.

GM
Adjust linkage on vanes if out of alignment.
SA
GM Check damper surfaces for wear and clean vanes.
SA
GM
Check actuator/damper linkage for proper operation. Adjust if needed. Tighten

operator arm set screws.
SA
GM Lubricate mechanical connections sparingly. Wipe off excess.
SA
Check actuator for proper operation. If it does not stroke properly, check for binding
GM drive stem. If actuator still does not operate properly, replace the diaphragm
(pneumatic actuators).
SA
GM Check for air leaks around actuator and in air line between controller and actuator.
SA
Lubricate actuator linkage sparingly. Wipe off excess lubricant. DO NOT LUBRICATE
GM
actuator/drive stem.
SA
Clean off any corrosion or rust on damper frame and or damper blades, coat with
proper type and color paint.
SA
GM
Special Instructions:
GM If necessary, schedule shut-down with operating personnel.
O
Review manufacturer's instructions.
GM Deenergize, tag, and lock circuit serving motor.
PM Check ventilation ports for soil accumulation, clean if necessary.
PM Clean exterior of motor surfaces of soil accumulation.
PM Lubricate bearings according to horsepower ratings:
7/17/14
1.1 HVAC Systems
CN 7006107
MECHANICAL TASKS
PM
a. Remove filler and drain plugs (use zerk fittings in place of filler plug if not
installed).
Air distributrion
ductwork
Duct and Piping

Insulation
Weather Stations
Strainer
Valves
Temperature
Control Air
Compressor
Refrigerated Air
Dryer
A/C Split System
Window/Wall Air
conditioner
Fire & Smoke

Dampers
Motors > 10 hp
Motors, general
Electric Heaters
Condensing Units
VAV, CV terminal
boxes
Preheat/Reheat
Coils
Dampers
Computer Room
A/C unit
Remote air intake

Dampers
Fans
Package Rooftop
Unit, Air Cooled
HVAC SYSTEMS
AHU
TYPE OF WORK
FREQUENCY
PM
b. Free drain hole of any hard grease (use piece of wire if necessary).
PM
c. Add grease - use good grade lithium base grease unless otherwise noted.
PM
4. Check motor windings for accumulation of soil. Blow out with air if required, air
pressure must not exceed 30 psig.
PM Check hold down bolts and grounding straps for tightness.
PM Record actual Amp draw.
PM Reocrd actual voltage.
The following electrical tests are to be accomplished at the motor control panel and
should be completely non-destructive.
The electrical circuits and the motors shall be non-destructively tested from the load
PM side of either 1) the fused side of the disconnect or 2) the secondary side of the
breaker.
PM
Testing shall be done to establish the present operating parameters of the wiring and
the motors for the following aspects a through h.
a. Resistance imbalance (hot spots) with results expected to be less than 0.05
PM ohms in each phase; per NEMA MGI - 14.35. Note: A wheatstone bridge tester will
give these results.
PM
b. Total inductance imbalance with results expected to be less than 35% from a
phase to phase analysis on the system. Note: A surge tester will give these results.
PM
c. Leaks to ground with results expected to be greater than 5 meg ohms in each
phase; per IEEE 43-1974, pg. 93. Note: A megger may be used to give this result.
PM
d. Report on any visual findings of significance or conditions found from testing that
need further investigating.
e. Three phase dynamic testing of AC motors in operation will be done on all

PM systems operating at 600 volts or less. Record each phase voltage balance with
results expected to be less than 1% imbalance; per EASA Guide Book, pg. 18.
Note: Volt meters will give these results.

f. Capacitance imbalance when capacitors are part of the installation with results
PM expected to be less than 10% imbalance. Note: "Capacitance Measurement Bridge"
will give these results.
g. Record amps at full load or at maximum design load to be on system with results
PM expected to be less than nameplate full load amps. Note: An ammeter will give this
result.
PM
7/17/14
h. Record the power factor of the system under load, using a power factor meter.
1.1 HVAC Systems
CN 7006107
MECHANICAL TASKS
Compare the results of each test performed in step #1 with the previous year's results
PM and consider how serious the combination of problems are, and what priority they
have for repair or correction.
Restore all equipment as it was when this work was started. Remove tags and return
to service. Clean up work area.
PM
Air distributrion
ductwork
Duct and Piping

Insulation
Weather Stations
Strainer
Valves
Temperature
Control Air
Compressor
Refrigerated Air
Dryer
A/C Split System
Window/Wall Air
conditioner
Fire & Smoke

Dampers
Motors > 10 hp
Motors, general
Electric Heaters
Condensing Units
VAV, CV terminal
boxes
Preheat/Reheat
Coils
Dampers
Computer Room
A/C unit
Remote air intake

Dampers
Fans
Package Rooftop
Unit, Air Cooled
HVAC SYSTEMS
AHU
TYPE OF WORK
FREQUENCY
Check points:
GM Check fan blades and moving parts excessive wear. Clean as needed.
GM Vacuum interior of unit if accessible. Clean exterior.
Lubricate fan shaft bearings while unit is running. Add grease slowly until slight
GM bleeding is noted from the seals. Do not over lubricate. Remove old or excess
lubricant.
GM Check belts for wear, adjust tension or alignment, and change fan belt.
Check structural members, vibration eliminators, and flexible connections.Check

GM
motor and fan shaft bearings for noise
GM Check for loose or missing housing fasteners; tighten or replace as required.
GM Check electrical wiring and connections; tighten loose connections.
GM Schedule PM on motor at same time.
GM Remove all trash and clean area around fan.
Check Points:
GM Clean coils and other components with vacuum.
SA
GM Change filter, if necessary.
SA
GM Check for loose electrical connections in unit and tighten as necessary.
SA
GM Clean and wipe any excess dust or dirt and oil as required.
SA
GM Oil motor bearings as necessary.
SA
GM Check operation of fan motor for excessive bearing wear.
SA
7/17/14
1.1 HVAC Systems
CN 7006107
MECHANICAL TASKS
GM
Check operation of all controls, such as PE switches, dampers, damper operators,

and thermostats.
Air distributrion
ductwork
Duct and Piping

Insulation
Weather Stations
Strainer
Valves
Temperature
Control Air
Compressor
Refrigerated Air
Dryer
A/C Split System
Window/Wall Air
conditioner
Fire & Smoke

Dampers
Motors > 10 hp
Motors, general
Electric Heaters
Condensing Units
VAV, CV terminal
boxes
Preheat/Reheat
Coils
Dampers
Computer Room
A/C unit
Remote air intake

Dampers
Fans
Package Rooftop
Unit, Air Cooled
HVAC SYSTEMS
AHU
TYPE OF WORK
FREQUENCY
SA
GM Review manufacturer's instructions.
GM Disconnect, tag, and lock out electrical circuit.
GM Check all electrical connections. Tighten as necessary.
GM Change filter, if necessary.
GM Check operation of all controls, such as PE switches, thermostats.
GM Clean element contacts, and check for proper closing under load.
GM Clean coils by vacuuming or brushing.
GM Oil motor bearings as necessary.
GM Check operation of fan motor for excessive bearing wear.
GM Clean interior surfaces of unit to remove soil.
GM Damp wipe exterior surfaces.
GM Clean up work area and remove all debris.
Check Points
GM Verify that there are no obstructions to airflow at either inlet or outlet of heater.
GM Disconnect, tag, and lock out electrical circuit.
GM Check all electrical connections. Tighten as necessary.
GM
Check operation of all controls, such as PE switches, thermostats, fan and access
door interlocks.
GM Clean element contacts.
GM Check for proper closing under load for all stages of heating.
GM Verify that all pilot lights are operational for each stage of heating.
GM Clean coils by vacuuming or brushing.
7/17/14
1.1 HVAC Systems
CN 7006107
MECHANICAL TASKS
GM Clean interior surfaces of unit to remove soil.
GM Damp wipe exterior surfaces.
GM Replace cover on controls enclosure. Note if cover is fits loose or is missing.
GM Clean up work area and remove all debris.
Air distributrion
ductwork
Duct and Piping

Insulation
Weather Stations
Strainer
Valves
Temperature
Control Air
Compressor
Refrigerated Air
Dryer
A/C Split System
Window/Wall Air
conditioner
Fire & Smoke

Dampers
Motors > 10 hp
Motors, general
Electric Heaters
Condensing Units
VAV, CV terminal
boxes
Preheat/Reheat
Coils
Dampers
Computer Room
A/C unit
Remote air intake

Dampers
Fans
Package Rooftop
Unit, Air Cooled
HVAC SYSTEMS
AHU
TYPE OF WORK
FREQUENCY
This guide applies to coils that are not part of an air washer or air handling unit.
GM Vacuum or blow out the fins, coils, etc.
GM Remove obstructions to air flow.
GM Check coils. Correct or report any leaks.
GM Test and inspect controls that protects coils against freezing.
GM
Check for rust or corrosion around coil frame and coil mounting bracket. Clean,
prepare for painting and coat with proper type paint as necessary.
Check points:
Clean condenser, cooling coil fins, drain pan, and fans. Slime or mold found on the
GM cooling coil or drain pan should be cleaned with an appropriate EPA approved
solution. Place an EPA approved biocide tablet in the drain pan.
GM Inspect fins. Straight with a fin comb as required.
GM Remove dirt, or rust from all interior parts, repaint as necessary.
GM Replace filter
BM
GM Inspect and adjust fresh air damper.
GM Lubricate motor and fan bearings.
Inspect gaskets. Look for leaks between unit and window/wall and caulk as
GM
necessary.
Check for refrigerant leaks with halogen leak detector and soap bubbles. If leaks are
GM not able to be stopped or corrected, report leak status to supervisor. Consult the
Material Safety Data Sheets (MSDS) for disposal requirements.
GM Check charge.
GM Start unit and observe operation.
Check temperature differential between air entering evaporator and leaving the
GM
evaporator.
7/17/14
1.1 HVAC Systems
CN 7006107
MECHANICAL TASKS
GM Check frame of unit with ohmmeter for proper electric ground.
GM Replace covers, clean filter and front filter grill.
GM
Air distributrion
ductwork
Duct and Piping

Insulation
Weather Stations
Strainer
Valves
Temperature
Control Air
Compressor
Refrigerated Air
Dryer
A/C Split System
Window/Wall Air
conditioner
Fire & Smoke

Dampers
Motors > 10 hp
Motors, general
Electric Heaters
Condensing Units
VAV, CV terminal
boxes
Preheat/Reheat
Coils
Dampers
Computer Room
A/C unit
Remote air intake

Dampers
Fans
Package Rooftop
Unit, Air Cooled
HVAC SYSTEMS
AHU
TYPE OF WORK
FREQUENCY
Thoroughly inspect and clean interior and exterior of machine with vacuum (remove
panels).
Clean drain pan and note excessive corrosion. Treat rusted areas with rust inhibitor.
Ensure that the rust inhibitor chemical does not add volatile organic compounds or
GM contaminants to the drain pan. If possible, rinse well after application or choose a less
hazardous material. Consult the chemicals Material Safety Data Sheet (MSDS) for
this information.
Specialty units, such as computer room units-Q

Comfort units-A
Check for refrigeration leaks on all lines, valves, fittings, coils, etc., using a halogen
GM leak detector or similar testing device. If leaks are not able to be stopped or
corrected, report leak status to supervisor.
GM Check condition of cooling and reheat coils. Use fin comb if need to straighten fins.
GM Clean coils. Use detergent solution and warm water if coil is heavily soiled.
GM
Drain and clean humidifier pan or pad, whichever applies. Replace pad if required.
Remove corrosion as needed.
GM
Clean and lubricate motor and squirrel cage fan(s). Check alignment of motor and
fan. Check bearings for excessive wear.
GM Check belt tension and condition. Adjust or replace as required.

GM Replace pre-filters if needed.
GM Replace final filter if needed.
GM Run machine, check action of controls, relays, switches, etc., to see that:
(1). Humidistat activates humidifier.
(2). Reheat coils activate properly.
(3). Discharge air temperature is set properly.
Check and adjust vibration eliminator mountings if equipped. Repair or replace if
required.
Check points.
GM Perform normal tour checks and operations.
GM Change compressor crankcase oil. (Non-detergent only at Control Plaza.)
GM Clean air intake filter.
7/17/14
1.1 HVAC Systems
CN 7006107
MECHANICAL TASKS
GM
Check air dryer, automatic condensate drains, and air tank for proper operation.
Clean condenser coils and cover grills.
GM Check for corrosion and scale on water cooled units.
GM Clean heat exchange surfaces.
GM Check accuracy of gauges with calibrated test gauge.
GM On two stage compressor, check intermediate pressure.
Test relief valves, replace if leaking or the relief range is incorrect. Do not readjust
safety relief valves in the field.
Air distributrion
ductwork
Duct and Piping

Insulation
Weather Stations
Check compressor suction and discharge valves for proper operation. Replace
GM
leaking valves.
Check cut in and cut out of compressor pressure controller, readjust if necessary for
GM
proper air pressure requirements. Do not exceed ASME maximum tank pressure.
Check to make sure belt guard is installed prior to putting air compressor back in
GM
service.
GM
Strainer
GM Inspect belt alignment and condition. Adjust or replace belts as required.
GM
Valves
Temperature
Control Air
Compressor
Refrigerated Air
Dryer
A/C Split System
Window/Wall Air
conditioner
Fire & Smoke

Dampers
Motors > 10 hp
Motors, general
Electric Heaters
Condensing Units
VAV, CV terminal
boxes
Preheat/Reheat
Coils
Dampers
Computer Room
A/C unit
Remote air intake

Dampers
Fans
Package Rooftop
Unit, Air Cooled
HVAC SYSTEMS
AHU
TYPE OF WORK
FREQUENCY
No pressure vessel is to have its hand hole or man hole covers removed unless the
vessel is at atmospheric pressure.
GM Lubricate valves and replace packing, if necessary.
SA
GM Check dryer operating cycle.
SA
GM Inspect and clean heat exchanger.
SA
GM Check outlet dew point.
SA
GM Clean and lubricate blower.
SA
GM Check automatic blow down devices.
SA
GM Inspect and replace or reinstall inlet filters.
SA
GM Check traps.
SA
Check refrigerant level and moisture content. If low level or moisture is indicated,
GM check for refrigerant leaks using a halogen leak detector or similar device. If leaks are
not able to be stopped or corrected, report leak status to supervisor.
SA
GM B205Clean and lubricate condenser fan motor.
SA
GM Clean coils and fan blades.
7/17/14
10
1.1 HVAC Systems
CN 7006107
MECHANICAL TASKS
GM Check for sticking valve stems and lubricate stems and fittings sparingly.
GM Replace packing; dress, re-bush, or replace packing gland assembly, if required.
Check for freedom of motion on valves equipped with wheel and chain for remote
GM
operation.
GM Clean up work site.
Air distributrion
ductwork
Duct and Piping

Insulation
Weather Stations
Strainer
Valves
A/C Split System
Window/Wall Air
conditioner
Fire & Smoke

Dampers
Motors > 10 hp
Motors, general
Electric Heaters
Condensing Units
VAV, CV terminal
boxes
Preheat/Reheat
Coils
Dampers
Computer Room
A/C unit
Remote air intake

Dampers
Fans
Package Rooftop
Unit, Air Cooled
Operate valve in full open/closed position. Loss of ability to close tightly will require
inspection of valve seals and discs for wear and contaminant build-ups.
Applies to TC Compr Air Valves Temperature

Control Air
S-A
Compressor
Refrigerated Air
Dryer
GM
HVAC SYSTEMS
AHU
TYPE OF WORK
FREQUENCY
A
A
A
A
A
Special Instructions: Fusible link must never be replaced with a piece of wire. On first inspection, make sure that damper is not installed backwards. In all cases, the air movement should tend to close damper.
Check points:
GM Determine that access door is reasonably air tight and latches properly.
SA
If damper is closed, check for ruptured fusible links, broken attachment or hinges,
GM
damage, corrosion, etc.
SA
GM Remove fusible link and check for proper rating.
SA
GM Determine that damper is self-closing and properly latches. Adjust if necessary.
SA
Check operation of motorized damper control. Lubricate friction points and exercise
GM
damper to insure complete freedom of movement. Remove old or excess lubricant.
SA
Twice a year, in areas of vibration, install new fusible links of proper rating and tensile
GM
strength.
SA
GM Reinstall fusible link (locations where vibration is not a problem).
SA
GM Close access door and check for wind noise.
SA
Special Instructions: The maintenance of Y-type strainers, as outlined by this guide, should be scheduled to coincide with the maintenance of the equipment that they are associated with. This guide also applies to those Y-type strainers that are at
remote locations or that are not included under the guide of equipment that they are associated with.
Check Points:
GM Secure strainer isolation valves.
GM Drain strainer housing.
GM Back flush if possible or remove and clean strainer cage, if applicable.
GM Replace cartridge type and clean out strainer housing, if applicable.
GM Reassemble unit or replace drain plug and open isolation valve.
GM Check unit for leaks.
GM Check that damper is at proper setting to supply air to space as required.
7/17/14
SA
11
1.1 HVAC Systems
CN 7006107
MECHANICAL TASKS
GM Check for excessive vibration and adjust as required.
Air distributrion
ductwork
Duct and Piping

Insulation
Weather Stations
Strainer
Valves
Temperature
Control Air
Compressor
Refrigerated Air
Dryer
A/C Split System
Window/Wall Air
conditioner
Fire & Smoke

Dampers
Motors > 10 hp
Motors, general
Electric Heaters
SA
Check that inlet to terminal box is not restricted; check that inlet flex duct is straight for
GM
2 1/2 diameters upstream.
GM Check reheat coil for as listed for preheat/reheat coils.
GM Check that terminal box temperature control sensor/thermostat is not damaged.
GM Check calibration of thermostat/sensor.
Operate sensor to cause terminal box damper to go to minimum and maximum airflow
GM
positions. Note airflow change.
Operate space sensor to cause terminal box reheat valve to fully stroke open and
closed. Note discharge temperature change.
GM
Condensing Units
VAV, CV terminal
boxes
Preheat/Reheat
Coils
Dampers
Computer Room
A/C unit
Remote air intake

Dampers
Fans
Package Rooftop
Unit, Air Cooled
HVAC SYSTEMS
AHU
TYPE OF WORK
FREQUENCY
GM If terminal box has fan, check motor and fans as listed for fans and motors.
Check for air leakage at inlet and discharge to terminal box and reheate coil and seal
GM
appropriately.
GM Check for unusual vibration.
GM Check for leakage at reheat coil, valve and piping.
GM Change filters at fan-powered boxes.
If connected to building automation system (BAS), check that terminal unit is reading
GM
at BAS.
GM Check with area personnel for any deficiencies

GM Inspect door(s) hinges, gaskets, handles, annd lubricate as required.
GM Clean equipment
GM Remove and install access panel.
GM Lubricate all moving parts, pivot points, and fan motors.
GM Visually check for refrigerant, oil, and water leaks.
GM Open and close water valve.
GM Replace inline water valve as required.
GM Check and clean draining system (drain vent and trap).
GM Clean motor, comressor, and condenser coil.
GM Check and tighten loose screw-type electrical connections.
7/17/14
12
1.1 HVAC Systems
CN 7006107
MECHANICAL TASKS
Air distributrion
ductwork
Duct and Piping

Insulation
Weather Stations
Strainer
Valves
Temperature
Control Air
Compressor
Refrigerated Air
Dryer
A/C Split System
Window/Wall Air
conditioner
Fire & Smoke

Dampers
Motors > 10 hp
Motors, general
Electric Heaters
Condensing Units
VAV, CV terminal
boxes
Preheat/Reheat
Coils
Dampers
Computer Room
A/C unit
Remote air intake

Dampers
Fans
Package Rooftop
Unit, Air Cooled
HVAC SYSTEMS
AHU
TYPE OF WORK
FREQUENCY
GM Test ice maker.

GM Fill out maintenance checklist and report deficiencies.
GM Check unit condition.
GM Clean interior, exterior, and vents.
GM Check fan operation.
GM Test and confirm accuracy.
GM Check for loose,damaged or missing insulation or jacketing.
GM Check that all joints are sealed.
GM Check for wet or stained insulation and search for cause of moisture damage.
GM
If materials to be worked on are known or suspected to contain asbestos, check the

building's asbestos management plan to see if they have been tested for asbestos. If
they are suspect but have not been tested, have them tested. Manage asbestos in
accordance with the plan.
GM Check for sealed joints and air leakage. Seal as required using approved sealant.
Check for sagging ductwork and missing support hangers. Replace hangers as
GM
necessary.
GM Check for damaged insulation and ductwork.
GM Check that access doors are properly closed.
GM
AR
D
W
BW
M
Clean the ceiling fixture, lamps, diffuser, lens, reflector, refractor, globe with warm
water and mild detergent.
LEGEND
= AS REQUIRED OR REQUESTED
Q = QUARTERLY
= DAILY
SA = SEMI-ANNUALLY
= WEEKLY
A = ANNUALLY
= BI-WEEKLY
PM = PREVENTATIVE MAINTENANCE
7/17/14
Q
BM
1/2yr
= BI-MONTHLY
= 1 EVERY 2 YEARS
13
1.1 HVAC Systems
CN 7006107
MECHANICAL TASKS
Strainer
Tanks
Make-up Water
Regulating Valve
Motors > 10 hp
Motors, general
Refrigeration
Machine Controls
Scroll Chiller
Valve, Motoroperated
CHILLED WATER SYSTEMS
Valve, Manuallyoperated
Backflow Preventer
Centrifugal pump
TYPE OF WORK
FREQUENCY

GM Check for proper operation of pump.
GM
Check for leaks on suction and discharge piping, seals, packing glands, etc.; make minor
adjustments as required.
A
A
GM Check pump and motor operation for excessive vibration, noise and overheating.
GM Check alignment of pump and motor; adjust as necessary.
GM Lubricate pump and motor.

GM Clean exterior of pump, motor and surrounding area.
GM Check couplings for wear and tightness.
This guide card applies to approved backflow prevention devices installed in water lines to
prevent the backflow of treated water into the city water system. Check valves or double check
valves are not approved backflow preventers.
GM Review manufacturer's instructions for testing the valve and the proper test equipment involved.
GM Study the test procedures to be used.
GM Schedule maintenance on manually operated valves in conjunction with this activity.
GM Schedule outage of equipment with operating personnel.
Check Points:
GM Secure the incoming city water line(s).
GM Test for objects lodged in seat or disc.
GM Test for worn or loose disc or disc guide assembly.
GM Check for damage to seat.
GM Check for corrosion build-up.
GM Following the manufacturer's procedures, check and calibrate as required.
GM
Following the manufacturer's procedures, vent both chambers and return the system to normal
operations.
7/17/14
14
1.2 CHW SYSTEMS
CN 7006107
MECHANICAL TASKS
Strainer
Tanks
Make-up Water
Regulating Valve
Motors > 10 hp
Motors, general
Refrigeration
Machine Controls
Scroll Chiller
Backflow Preventer
Centrifugal pump
TYPE OF WORK
FREQUENCY
This applies to valves other than those used on Fire Protection systems. Maintenance for valves
used on fire protection systems are described under the appropriate guide for the specific item of
fire protection equipment.
GM
Operate valve in full open/closed position. Loss of ability to close tightly will require inspection of
valve seals and discs for wear and contaminant build-ups. Main line or Critical systems
GM
valve seals and discs for wear and contaminant build-ups. Valves over 2 inches
1/5yr
GM Check for freedom of motion on valves equipped with wheel and chain for remote operation.
GM Clean unit and make visual examination of all parts.
Operate from limit to limit. Observe operation, look for binding, sluggishness, action of limits,
GM
etc.
GM Determine if valve seats and holds properly.
GM Check condition of packing.
GM Check condition of dials and positioners.
GM Apply graphite to moving parts of valve.
GM Lubricate motor and gear box as necessary.
GM Inspect contacts, brushes, motor, controls, switches, etc. Clean and adjust as necessary.
Check Points:
GM Service drive coupling and check alignment.
GM Lubricate motor bearings (non-hermetic).
GM Check sequence if multiple stage.
Pump down system. Remove refrigerant in accordance with manufacturer's instructions. Use
GM appropriate refrigerant recovery/recycling equipment. Sample test the refrigerant and oil to verify
compliance with the Air Conditioning and Refrigeration Institute standards.
7/17/14
15
1.2 CHW SYSTEMS
CN 7006107
MECHANICAL TASKS
Drain and replace oil in compressor oil reservoir, including filters, strainers and traps. Review
GM the Material Data Safety Sheets (MSDS) for proper disposal of used oil. If appropriate, recycle
oil at an authorized station. Contact the Regional S&EM office if you have any questions.
GM Check crankcase heater and service if required.
GM Check and correct alignment of drive couplings.
GM
Inspect cooler and condenser tubes for scale. Clean if required. Leak test the tubes using a
halogen leak detector.
Use oil-dry nitrogen to test compressor/system for leaks per manufacturer's instructions. If leaks
GM
are not able to be stopped or corrected, report leak status to supervisor.
GM Pull vacuum on refrigeration machine in accordance with manufacturer's instructions.
Check external interlocks, flow switch, fans, and pumps. Calibrate operating and safety controls
and record.
Strainer
Tanks
Make-up Water
Regulating Valve
Check and tighten all electrical, control panel, and motor terminals. Check and clean all chiller
GM
contactors.
GM Megger compressor motor and record readings.
GM
Motors > 10 hp
GM Clean all water strainers in the system.
GM
Motors, general
Refrigeration
Machine Controls
Scroll Chiller
Backflow Preventer
Centrifugal pump
TYPE OF WORK
FREQUENCY
Check appropriate temperatures and pressures (some are combined for multi-staged scroll
systems.
GM Clean condenser coils.
GM Check and record refrigeration system operation at start and end of these PM tasks.
GM Confirm and reocrd chilled water temps and setpoints.
GM Check condenser fan operation.
GM Confirm and record chiller setpoints.
Clean up the work area. Recycle or dispose of materials in accordance with environmental
GM
regulations.
Check Points:
GM Clean and calibrate all controlling instruments.
GM Clean or replace orifices and/or contacts.
GM Check for pneumatic leaks and/or loose wiring and repair.
GM
Replace charts, add ink, and check calibration of flow meter, temperature recorders, and kilowatt
charts.
GM Check for bad indicator lights and gauges and replace as necessary.
7/17/14
16
1.2 CHW SYSTEMS
CN 7006107
MECHANICAL TASKS
GM Test all controllers and set at proper set points.
GM Check operating data and analyze for proper operation.
Strainer
Tanks
Make-up Water
Regulating Valve
Motors > 10 hp
Motors, general
Refrigeration
Machine Controls
Scroll Chiller
Backflow Preventer
Centrifugal pump
TYPE OF WORK
FREQUENCY
Preventive Maintenance Check points:

GM Check ventilation ports for soil accumulation, clean if necessary.
GM Clean exterior of motor surfaces of soil accumulation.
Lubricate bearings according to horsepower ratings:

a. Remove filler and drain plugs (use zerk fittings in place of filler plug if not installed).
GM
b. Free drain hole of any hard grease (use piece of wire if
necessary).
Check motor windings for accumulation of soil. Blow out with air if required, air pressure must
GM
not exceed 30 psig.
GM Check hold down bolts and grounding straps for tightness.
GM Record actual Amp draw.
GM Record actual voltage.
The following electrical tests are to be accomplished at the motor control panel and should be
completely non-destructive.
GM
The electrical circuits and the motors shall be non-destructively tested from the load side of
either 1) the fused side of the disconnect or 2) the secondary side of the breaker.
GM
Testing shall be done to establish the present operating parameters of the wiring and the motors
for the following aspects a through h.
GM
a. Resistance imbalance (hot spots) with results expected to be less than 0.05 ohms in each
phase; per NEMA MGI - 14.35. Note: A wheatstone bridge tester will give these results.
GM
b. Total inductance imbalance with results expected to be less than 35% from a phase to
phase analysis on the system. Note: A surge tester will give these results.
c. Leaks to ground with results expected to be greater than 5 meg ohms in each phase; per
GM
IEEE 43-1974, pg. 93. Note: A megger may be used to give this result.
d. Report on any visual findings of significance or conditions found from testing that need
GM
further investigating.
e. Three phase dynamic testing of AC motors in operation will be done on all systems
GM operating at 600 volts or less. Record each phase voltage balance with results expected to be
less than 1% imbalance; per EASA Guide Book, pg. 18.
GM Note: Volt meters will give these results.
GM
f. Capacitance imbalance when capacitors are part of the installation with results expected to
be less than 10% imbalance. Note: "Capacitance Measurement Bridge" will give these results.
GM
g. Record amps at full load or at maximum design load to be on system with results expected
to be less than nameplate full load amps. Note: An ammeter will give this result.
GM
7/17/14
17
1.2 CHW SYSTEMS
CN 7006107
MECHANICAL TASKS
Compare the results of each test performed in step #1 with the previous year's results and
GM consider how serious the combination of problems are, and what priority they have for repair or
correction.
GM
Strainer
Tanks
Make-up Water
Regulating Valve
Motors > 10 hp
Motors, general
Refrigeration
Machine Controls
Scroll Chiller
Backflow Preventer
Centrifugal pump
TYPE OF WORK
FREQUENCY
Restore all equipment as it was when this work was started. Remove tags and return to service.
Clean up work area.
GM Inspect joints for leakage.
GM Remove and clean line strainer (back-flush where possible).
GM Inspect pressure reading against set point.
Check points:
GM
Examine exterior of tank including fittings, manholes, and handholes for leaks, signs of
corrosion, and correct as indicated.
1/3yr
GM Drain and flush tank.
1/3yr
GM Open tank and remove rust, scale and buildup by scraping, wire brushing or shot cleaning.
1/3yr
GM
Inspect thoroughly the interior of tank; record the size and depth of pits, presence of cracks and
condition of openings, fittings, welds, rivets, and joints.
1/3yr
GM Coat with epoxy or other approved protective coatings.
1/3yr
Inspect structural supports and repair or replace damaged insulation or covering. If insulation
GM contains asbestos and is damaged or eroded, remove all debris while keeping debris wet;
dispose of this material as asbestos-containing waste.
1/3yr
GM Clean, test and inspect sight glasses, valves, fittings, drains, and controls.
1/3yr
GM Perform hydrostatic test if required.
1/3yr
GM Fill and return to service.
1/3yr
GM Add an EPA approved biocide.
1/3yr
1/3yr
The maintenance of Y-type strainers, as outlined by this guide, should be scheduled to coincide
with the maintenance of the equipment that they are associated with. This guide also applies to
GM
those Y-type strainers that are at remote locations or that are not included under the guide of
equipment that they are associated with.
Check Points:
GM Secure strainer isolation valves.
GM Drain strainer housing.
GM Back flush if possible or remove and clean strainer cage, if applicable.
7/17/14
18
1.2 CHW SYSTEMS
CN 7006107
MECHANICAL TASKS
Strainer
Tanks
Make-up Water
Regulating Valve
Motors > 10 hp
Motors, general
Refrigeration
Machine Controls
Scroll Chiller
Backflow Preventer
Centrifugal pump
TYPE OF WORK
FREQUENCY
GM Replace cartridge type and clean out strainer housing, if applicable.
GM Reassemble unit or replace drain plug and open isolation valve.
GM Check unit for leaks.
AR
D
W
BW
M
1/2yr
=
=
=
=
=
=
7/17/14
LEGEND
AS REQUIRED OR REQUESTED
Q = QUARTERLY
DAILY
SA = SEMI-ANNUALLY
WEEKLY
A = ANNUALLY
BI-WEEKLY
MONTHLY
GM = GENERAL MAINTENANCE
1 EVERY 2 YEARS
BM = BI-MONTHLY
1/3 = 1 EVERY 3 YEARS
19
1.2 CHW SYSTEMS
7/17/14
20
HOT WATER SYSTEM DISTRIBUTION
1.3 HHW Distribution
Motors > 10 hp
Motors, general
CN 7006107
Hot Water Unit

Heaters
Backflow Preventer
Centrifugal pump
Remote air intake

Dampers
Burners
Boilers
TYPE OF WORK

MECHANICAL TASKS
FREQUENCY
CN 7006107
MECHANICAL TASKS
Check points:
GM Apply hydrostatic test of safety pop-off valve (1.5 times operating pressure, safety valve gauged).
Drain boiler, tag valves and controls. NEVER attempt to remove a manhole or handhole cover with out first properly venting the water or steam side of a
GM boiler to the atmosphere. Prior to opening or entering a boiler it must be at atmospheric pressure. To protect the boiler from unnecessary stresses the
boiler water temperature should be allowed to reach the boiler room temperature before draining the boiler.
GM Brush all tubes clean of scale.
GM Brush plate surfaces clean, use vacuum cleaner.
GM Clean breaching, ducts, fireboxes, or main fire tube, and
GM flue passages.
GM
check and replace worn or damaged insulation. Repair the damage and remove the debris. If the insulation contains asbestos, follow the asbestos
management plan for isolation, notification, work practice, and waste disposal.
GM Check fireside surfaces; if damaged notify supervisor and enter this data in boiler log.
GM When the boiler has cooled to the ambient boiler room temperature, wash out mud legs, and flush boiler
GM Refill boiler with water and chemicals if boiler is to be put back in service or if wet-lay-ups are to be employed.
GM Examine all steam and water line to controls to determine that they are clear of scale and arranged to insure proper control operations.
GM Clean stems and shafts, and tighten packing nuts on valves and pumps.
GM
Dismantle low water fuel cut offs and water feeders to insure freedom from obstructions and proper functioning of the working parts. Always replace old
gaskets before reassembling.
GM Inspect connecting lines to boiler for accumulations of scale, etc., and clean as needed.
GM
Examine all visible wiring for brittle or worn insulation, and make sure electrical contacts are clean and functioning properly. On electrical type detection
devices, replace defective devices.
GM Replace fusible plugs, if applicable.
7/17/14
A
A
21
Motors > 10 hp
Motors, general
Hot Water Unit

Heaters
Backflow Preventer
Centrifugal pump
Boilers
Burners
Remote air intake

Dampers
TYPE OF WORK
FREQUENCY
CN 7006107
MECHANICAL TASKS
Check points:
GM Check boiler room for adequate ventilation in accordance with AGA burner requirements.
Check operation of all gas controls and valves including: manual gas shutoff; petal gas regulator; safety shutoff valve (solenoid); automatic gas valve;
GM
petal solenoid valve; butterfly gas valve, motor, and linkage to air louver; safety petal solenoid (if used).
GM
Check flue connections for tight joints and minimum resistance to air flow. (See that combustion chamber, flues, breaching, and chimney are clear
before firing.)
GM Draft regulators should give slightly negative pressure in the combustion chamber at maximum input.
On forced draft burners, gas manifold pressure requirements should correspond with modulating (butterfly) valve in full open position and stable at all
GM
other firing rates.
Take flue gas readings to determine the boiler efficiency. Use the manufacturer's instructions. If efficiency is low, check baffling and passes for short
circuiting, and boiler for air infiltration. Adjust dampers and controls to optimize efficiency. Tests should be run at the following load points:
GM a. 100%, 70%, and 40% of rated full load for boilers having metering controls or modulation capacity at these load points.
b. At the high and low fire rates on boilers equipped with OFF/LOW FIRE/HIGH FIRE control.
c. At the single firing load point on boilers equipped with OFF/ON controls only.
GM Check burner for flashback and tight shutoff of fuel.
GM Check operation of controls. Clean and adjust, if necessary.
GM Satisfactory operation and adjustments should conform with manufacturer's instructions.
GM Check damper for freedom of movement and proper operation.
SA
GM Observe damper operation through full operating range, by activating controller. Adjust linkage on vanes if out of alignment.
SA
GM Check damper surfaces for wear and clean vanes.
SA
GM Check actuator/damper linkage for proper operation. Adjust if needed. Tighten operator arm set screws.
SA
GM Lubricate mechanical connections sparingly. Wipe off excess.
SA
Check actuator for proper operation. If it does not stroke properly, check for binding drive stem. If actuator still does not operate properly, replace the
GM
diaphragm (pneumatic actuators).
SA
7/17/14
22
Motors > 10 hp
Motors, general
Hot Water Unit

Heaters
Backflow Preventer
Burners
Boilers
Centrifugal pump
Remote air intake

Dampers
TYPE OF WORK
FREQUENCY
CN 7006107
GM Check for air leaks around actuator and in air line between controller and actuator.
SA
GM Lubricate actuator linkage sparingly. Wipe off excess
SA
GM lubricant. DO NOT LUBRICATE actuator/drive stem.

GM Clean off any corrosion or rust on damper frame and or damper blades, coat with proper type and color paint.
SA
GM Check for leaks on suction and discharge piping, seals, packing glands, etc.; make minor adjustments as required.
7/17/14
23
Motors > 10 hp
Motors, general
Hot Water Unit

Heaters
Backflow Preventer
Centrifugal pump
Burners
Remote air intake

Dampers
FREQUENCY
Boilers
TYPE OF WORK
MECHANICAL TASKS
CN 7006107
MECHANICAL TASKS
Motors > 10 hp
Motors, general
Hot Water Unit

Heaters
Backflow Preventer
Centrifugal pump
Burners
Boilers
Remote air intake

Dampers
TYPE OF WORK
FREQUENCY

GM

GM Check motor windings for accumulation of soil. Blow out with air if required, air pressure must not exceed 30 psig.
The following electrical tests are to be accomplished at the motor control panel and should be completely non-destructive.
GM
The electrical circuits and the motors shall be non-destructively tested from the load side of either 1) the fused side of the disconnect or 2) the secondary
side of the breaker.
GM Testing shall be done to establish the present operating parameters of the wiring and the motors for the following aspects a through h.
a. Resistance imbalance (hot spots) with results expected to be less than 0.05 ohms in each phase; per NEMA MGI - 14.35. Note: A wheatstone
bridge tester will give these results.
b. Total inductance imbalance with results expected to be less than 35% from a phase to phase analysis on the system. Note: A surge tester will give
GM
these results.
GM
GM
c. Leaks to ground with results expected to be greater than 5 meg ohms in each phase; per IEEE 43-1974, pg. 93. Note: A megger may be used to
give this result.
GM
GM
d. Report on any visual findings of significance or conditions found from testing that need further investigating.
e. Three phase dynamic testing of AC motors in operation will be done on all systems operating at 600 volts or less. Record each phase voltage
balance with results expected to be less than 1% imbalance; per EASA Guide Book, pg. 18.

GM
f. Capacitance imbalance when capacitors are part of the installation with results expected to be less than 10% imbalance. Note: "Capacitance
Measurement Bridge" will give these results.
GM
g. Record amps at full load or at maximum design load to be on system with results expected to be less than nameplate full load amps. Note: An
ammeter will give this result.
GM
GM
Compare the results of each test performed in step #1 with the previous year's results and consider how serious the combination of problems are, and
what priority they have for repair or correction.
7/17/14
24
CN 7006107
MECHANICAL TASKS
GM Restore all equipment as it was when this work was started. Remove tags and return to service. Clean up work area.
GM Check unit condition.
GM Clean interior, exterior, and vents.
GM Check fan operation.
GM Test and confirm accuracy of thermostats.
GM Replace thermostats
AR
D
W
BW
M
1/2yr
= DAILY
= WEEKLY
= BI-WEEKLY
= MONTHLY
= 1 EVERY 2 YEARS
7/17/14
AR
LEGEND
QUARTERLY
SA = SEMI-ANNUALLY
A = ANNUALLY
BM = BI-MONTHLY
=
25
Motors > 10 hp
Motors, general
Hot Water Unit

Heaters
Backflow Preventer
Centrifugal pump
Burners
Boilers
Remote air intake

Dampers
TYPE OF WORK
FREQUENCY
CN 7006107
MECHANICAL TASKS
Strainer
Tanks
Make-up Water
Regulating Valve
Motors > 10 hp
Motors, general
Refrigeration
Machine Controls
Scroll Chiller
Backflow Preventer
Centrifugal pump
TYPE OF WORK
FREQUENCY

GM
Check for leaks on suction and discharge piping, seals, packing glands, etc.; make minor
adjustments as required.

This guide card applies to approved backflow prevention devices installed in water lines to
prevent the backflow of treated water into the city water system. Check valves or double check
valves are not approved backflow preventers and are not included fo
GM Review manufacturer's instructions for testing the valve and the proper test equipment involved.
GM Study the test procedures to be used.
GM Schedule maintenance on manually operated valves in conjunction with this activity.

GM Schedule outage of equipment with operating personnel.
Check Points:
GM Secure the incoming city water line(s).
GM Test for objects lodged in seat or disc.
GM Test for worn or loose disc or disc guide assembly.
GM Check for damage to seat.
GM Check for corrosion build-up.
GM Following the manufacturer's procedures, check and calibrate as required.
Following the manufacturer's procedures, vent both chambers and return the system to normal
GM
operations.
A
A
A
A
A
A
A
A
A
This applies to valves other than those used on Fire Protection systems. Maintenance for valves
used on fire protection systems are described under the appropriate guide for the specific item of
fire protection equipment.
GM
valve seals and discs for wear and contaminant build-ups. Main line or Critical systems
GM
valve seals and discs for wear and contaminant build-ups. Valves over 2 inches
1/5yr
7/17/14
26
1.4 Glycol-Water Treatement
CN 7006107
Strainer
Tanks
Make-up Water
Regulating Valve
Motors > 10 hp
Motors, general
Refrigeration
Machine Controls
Scroll Chiller
Backflow Preventer
FREQUENCY
Centrifugal pump
TYPE OF WORK
MECHANICAL TASKS
GM Check for freedom of motion on valves equipped with wheel and chain for remote operation.
GM Clean unit and make visual examination of all parts.
Operate from limit to limit. Observe operation, look for binding, sluggishness, action of limits,
GM
etc.
GM Determine if valve seats and holds properly.
GM Check condition of packing.
GM Check condition of dials and positioners.
GM Apply graphite to moving parts of valve.
GM Lubricate motor and gear box as necessary.
A
A
A
A
A
A
A
GM Inspect contacts, brushes, motor, controls, switches, etc. Clean and adjust as necessary.

Check Points:
GM Service drive coupling and check alignment.
GM Lubricate motor bearings (non-hermetic).
GM Check sequence if multiple stage.
A
A
A
A
Pump down system. Remove refrigerant in accordance with manufacturer's instructions. Use
GM appropriate refrigerant recovery/recycling equipment. Sample test the refrigerant and oil to verify
compliance with the Air Conditioning and Refrigeration Institute standards.
Drain and replace oil in compressor oil reservoir, including filters, strainers and traps. Review
GM the Material Data Safety Sheets (MSDS) for proper disposal of used oil. If appropriate, recycle
oil at an authorized station. Contact the Regional S&EM office if you have any questions.
GM Check crankcase heater and service if required.

GM Check and correct alignment of drive couplings.
Inspect cooler and condenser tubes for scale. Clean if required. Leak test the tubes using a
GM
halogen leak detector.
GM Clean all water strainers in the system.
A
A
A
A
Use oil-dry nitrogen to test compressor/system for leaks per manufacturer's instructions. If leaks
GM
are not able to be stopped or corrected, report leak status to supervisor.
GM Pull vacuum on refrigeration machine in accordance with manufacturer's instructions.
Check external interlocks, flow switch, fans, and pumps. Calibrate operating and safety controls
GM
and record.
Check and tighten all electrical, control panel, and motor terminals. Check and clean all chiller
GM
contactors.
GM Megger compressor motor and record readings.
Check appropriate temperatures and pressures (some are combined for multi-staged scroll
GM
systems.
GM Clean condenser coils.
GM Check and record refrigeration system operation at start and end of these PM tasks.
GM Confirm and reocrd chilled water temps and setpoints.
GM Check condenser fan operation.
GM Confirm and record chiller setpoints.
Clean up the work area. Recycle or dispose of materials in accordance with environmental
GM
regulations.
Check Points:
GM Clean and calibrate all controlling instruments.
GM Clean or replace orifices and/or contacts.
7/17/14
A
A
A
A
A
A
Q
A
A
A
A
A
A
27
CN 7006107
GM Check for pneumatic leaks and/or loose wiring and repair.

Replace charts, add ink, and check calibration of flow meter, temperature recorders, and kilowatt
GM
charts.
GM Check for bad indicator lights and gauges and replace as necessary.
GM Test all controllers and set at proper set points.
GM Check operating data and analyze for proper operation.
b. Free drain hole of any hard grease (use piece of wire if
GM
necessary).
GM
not exceed 30 psig.
The following electrical tests are to be accomplished at the motor control panel and should be
completely non-destructive.
A
A
A
A
A
A
A
A
A
A
GM
GM
A
A
A
A
A
A
GM
GM
Strainer
GM
GM
Tanks
Make-up Water
Regulating Valve
Motors > 10 hp
Motors, general
Scroll Chiller
Refrigeration
Machine Controls
A
GM
GM
GM
correction.
A
A
Clean up work area.
GM Inspect joints for leakage.
GM Remove and clean line strainer (back-flush where possible).
GM
7/17/14
Backflow Preventer
FREQUENCY
Centrifugal pump
TYPE OF WORK
MECHANICAL TASKS
28
A
A
A
CN 7006107
GM Inspect pressure reading against set point.

Check points:
Examine exterior of tank including fittings, manholes, and handholes for leaks, signs of
GM
corrosion, and correct as indicated.
GM Drain and flush tank.
GM
GM
GM
GM
GM
GM
GM
GM
GM
GM
GM
GM
GM
GM
AR
D
W
BW
M
1/2yr
7/17/14
Strainer
Tanks
Make-up Water
Regulating Valve
Motors > 10 hp
Motors, general
Refrigeration
Machine Controls
Scroll Chiller
A
1/3yr
1/3yr
GM Open tank and remove rust, scale and buildup by scraping, wire brushing or shot cleaning.
GM
Backflow Preventer
FREQUENCY
Centrifugal pump
TYPE OF WORK
MECHANICAL TASKS
1/3yr
Inspect thoroughly the interior of tank; record the size and depth of pits, presence of cracks and
condition of openings, fittings, welds, rivets, and joints.
Coat with epoxy or other approved protective coatings.
Inspect structural supports and repair or replace damaged insulation or covering. If insulation
contains asbestos and is damaged or eroded, remove all debris while keeping debris wet;
dispose of this material as asbestos-containing waste.
Clean, test and inspect sight glasses, valves, fittings, drains, and controls.
Perform hydrostatic test if required.
Fill and return to service.
Add an EPA approved biocide.
Clean up work site.
1/3yr
1/3yr
1/3yr
1/3yr
1/3yr
1/3yr
1/3yr
1/3yr
The maintenance of Y-type strainers, as outlined by this guide, should be scheduled to coincide
with the maintenance of the equipment that they are associated with. This guide also applies to
those Y-type strainers that are at remote locations or that are not included under the guide of
equipment that they are associated with.
Check Points:
Secure strainer isolation valves.
Drain strainer housing.
Back flush if possible or remove and clean strainer cage, if applicable.
Replace cartridge type and clean out strainer housing, if applicable.
Reassemble unit or replace drain plug and open isolation valve.
Check unit for leaks.
LEGEND
Q = QUARTERLY
= DAILY
SA = SEMI-ANNUALLY
= WEEKLY
A = ANNUALLY
= BI-WEEKLY
= MONTHLY
= 1 EVERY 2 YEARS
BM = BI-MONTHLY
1/3 = 1 EVERY 3 YEARS
A
A
A
A
A
A
29
TYPE OF WORK
7/17/14
30
Strainer
CN 7006107
Tanks
Make-up Water
Regulating Valve
Motors > 10 hp
Motors, general
Refrigeration
Machine Controls
Scroll Chiller
Backflow Preventer
Centrifugal pump

MECHANICAL TASKS
FREQUENCY
TYPE OF WORK
7/17/14
31
Strainer
CN 7006107
Tanks
Make-up Water
Regulating Valve
Motors > 10 hp
Motors, general
Refrigeration
Machine Controls
Scroll Chiller
Backflow Preventer
Centrifugal pump

MECHANICAL TASKS
FREQUENCY
CN 7006107
Strainer
Tanks
Make-up Water
Regulating Valve
Motors > 10 hp
Motors, general
Refrigeration
Machine Controls
Scroll Chiller
Backflow Preventer
FREQUENCY
Centrifugal pump
TYPE OF WORK
MECHANICAL TASKS
Clean the ceiling fixture, lamps, diffuser, lens, reflector, refractor, globe with warm water and mild
GM detergent.
7/17/14
32
CN 7006107
MECHANICAL TASKS
Motors > 10 hp
Exhaust Fans
Roof/Wall
ventilators
Exhaust Systems
Motors, general
TYPE OF WORK
FREQUENCY

Note: Schedule PM for all equipment listed
Check points:
GM Check fan blades and moving parts excessive wear. Clean as needed.
GM Vacuum interior of unit if accessible. Clean exterior.
Lubricate fan shaft bearings while unit is running. Add grease slowly until slight bleeding is noted
GM
from the seals. Do not over lubricate. Remove old or excess lubricant.
GM Check belts for wear, adjust tension or alignment, and change fan belt.
GM
Check structural members, vibration eliminators, and flexible connections.Check motor and fan
shaft bearings for noise
GM Check for loose or missing housing fasteners; tighten or replace as required.
GM Check electrical wiring and connections; tighten loose connections.
GM Schedule PM on motor at same time.
GM Remove all trash and clean area around fan.

GM Lubricate bearings according to horsepower ratings:
GM
GM
GM
GM
not exceed 30 psig.
GM Reocrd actual voltage.
The following electrical tests are to be accomplished at the motor control panel and should be completely non-destructive.
GM
GM
GM
GM
GM
GM
7/17/14
33
1.5 Exhaust Systems
CN 7006107
MECHANICAL TASKS
Motors > 10 hp
Exhaust Fans
Roof/Wall
ventilators
Exhaust Systems
Motors, general
TYPE OF WORK
FREQUENCY
Note: Volt meters will give these results
GM
GM
GM
correction.
GM
AR
D
W
BW
M
1/2yr
Clean up work area.
LEGEND
Q = QUARTERLY
= DAILY
SA = SEMI-ANNUALLY
= WEEKLY
A = ANNUALLY
= BI-WEEKLY
= MONTHLY
= 1 EVERY 2 YEARS
BM = BI-MONTHLY
7/17/14
34
A
A
1.5 Exhaust Systems
CN 7006107
MECHANICAL TASKS
EMS AND BMS
TYPE OF WORK
FREQUENCY
EMS AND BMS

Check Points:
GM Clean, calibrate and adjust all central (main-frame), remote (peripheral) and interface systems.
GM Clean Printers
GM Inspect control cable connections and connectors.
Inspect and clean instrumentation device, thermowells, pressure transducers, humidity sensors,
GM
light sensors, etc.
GM
Calibrate instrumentation devices, thermowells, pressure transducers, humidity sensors, light

sensors, weather stations.
GM Perform power fail test on NCM
GM Perform battery tests at NCM
GM Inspect NCM power supply
GM Evaluate Hardware Atrribute values against recommended values
GM Inspect actuator set screws and mechanical connections
Prepare a written service report as to test results and service performed and file with DFW
GM
Airport Board Asset Manager Representative.
AR
D
W
BW
M
1/2yr
= DAILY
= WEEKLY
= BI-WEEKLY
= MONTHLY
= 1 EVERY 2 YEARS
7/17/14
LEGEND
Q = QUARTERLY
SA = SEMI-ANNUALLY
A = ANNUALLY
BM = BI-MONTHLY
35
1.6 EMS AND BMS
CN 7006107
MECHANICAL TASKS
Central System
Controls
TYPE OF WORK
FREQUENCY
DDC Electrical Controls

Check Points:
GM Check set point of controls (temperature, humidity, or pressure).
GM
Compare control point with an external, calibrated measuring device, note deviations, and adjust.
Log external device name, manufacturer, model and serial numbers and date of last calibration.
GM
Check the unit over its range of control. If possible, impose simulated conditions to activate
controls and check operation.
GM Check for control point cycling.

GM Check for correct pressure differential on all two position controllers (on-off-open-closed).
Check condition and action of primary elements in the controllers (bi-metallic strips, and or
sealed bellows with capillary tubing for remote sensing.
GM
Note the action of the controlling device (thermostats, humidistats, and pressurestats) which
GM
changes the action of the controlled device (motors, valves, dampers, etc.)
GM On electronic controls check the source of the signal and its amplification.
GM
Check air systems for leaks, check for correct main control air pressure to control devices.
Check units for proper closing and loose connections.
GM
Check the condition and the ability of humidity sensing control elements (hair, wood, leather, or
similar substances) to read the moisture changes and their action on the control mechanism.
Check resulting action of the pressure sensing primary control elements such as diaphragms,
GM bellows, inverted bells, and similar devices when activated by air, water, or similar pressure.
Check operation of all relays, pilot valves, and pressure regulators.
GM Replace air filters in sensors, controllers, and thermostats as required.
GM
AR
D
W
BW
M
1/2yr
Use test kits and manufacturer's instructions whenever possible. Replace rather than rebuild a
control installed in the system. Take control to shop for repair.
LEGEND
Q = QUARTERLY
= DAILY
SA = SEMI-ANNUALLY
= WEEKLY
A = ANNUALLY
= BI-WEEKLY
= MONTHLY
= 1 EVERY 2 YEARS
BM = BI-MONTHLY
7/17/14
36
1.7 DDC Elec Pneu Control

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Non-Public Facilities MEPS

Attachment 1.1 - Mechanical Tasks

Duct and Piping

A/C Split System

Fire & Smoke

Electric duct heater

Electric Unit Heater

Remote air intake

GENERAL MAINTENANCE TASKS

GM Check fan RPM against design specifications.

GM Lubricate mechanical connections of dampers sparingly.

GM Clean coils by brushing, blowing, vacuuming, or pressure washing.

GM Use fin comb to straighten coil fins.

GM Check freezestat for proper temperature setting and operation.

GM Vacuum interior of unit.

1.1 HVAC Systems

Non-Public Facilities MEPS

Attachment 1.1 - Mechanical Tasks

GM Check all electrical connections.

GM Record supply and return air temperatures.

Duct and Piping

A/C Split System

Fire & Smoke

Electric duct heater

Electric Unit Heater

Remote air intake

GM Clean up work area.

GM Check tension, condition and alignment of belts; adjust as necessary.

GM Lubricate shaft and motor bearings.

GM Replace air filters.

GM Clean electrical wiring and connections; tighten loose connections.

Perform operational check of unit; make adjustments on controls and other

GM During operation of unit, check refrigerant pressure; add refrigerant as necessary.

GM Check compressor oil level; add oil as required.

GM Clean area around unit.

GM Clean humidifier pan & test.

GM Check Freon Charge & temperatures.

GM Inspect belts, adjust or change if needed.

GM Clean indoor unit and drains.

1.1 HVAC Systems

Non-Public Facilities MEPS

Attachment 1.1 - Mechanical Tasks

GM Straighten fin tubes with fin comb.

GM Check electrical connections for tightness.

GM Check mounting for tightness.

GM Check all refrigeration lines for support and signs of wear.

GM Thoroughly inspect and clean interior and exterior of machine.

GM Check refrigerant levels and recharge if needed.

GM Perform required lubrication and remove old or excess lubricant.

GM Check fan blades for dust buildup and clean if necessary.

GM Check fan blades and moving parts for excessive wear.

GM Check fan RPM to design specifications.

GM Lubricate mechanical connections of dampers sparingly, if equipped.

Check compressor oil level (non-hermetically sealed units only) if compressor is

Duct and Piping

A/C Split System

Fire & Smoke

Electric duct heater

Electric Unit Heater