"Preventive Maintenance Work Plan Template"

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Insert Facility Name
Preventive Maintenance Work Plan
Frequency Key
W – Weekly
M - Monthly Q - Quarterly
SA- Semi-Annually A- Annually SST - Seasonal Start-Up SSH - Season Shut Down
Fans (Supply, Exhaust, Return)(Belt or Shaft Driven)
Critical Tasks
Frequency Status
Date Completed Initials
Inspect unit for unusual noise and/or vibration, ensure that it is in good working order.
Q
If unit is not running or an identified problem requires the unit to be serviced, perform ALL Non-
Q
Critical Tasks listed below.
If present, inspect belts for proper tension and wear (if belts are replaced, record belt type and
Q
replacement date on unit)
Inspect fan and motor assemble for proper alignment.
Provide lubrication, if necessary.
Q
Clean entire unit, motor and fan assembly with a damp cloth.
Q
Check exhaust fan intake grills for dirt/debris.
Q
Other recommended tasks
For fans 2HP or more, check load amps.
A
Inspect fan and motor pulleys for proper alignment.
A
Inspect fan blades and moving parts for excessive wear.
A
Inspect all fan wiring for deterioration.
A
Ensure tightness of all electrical connections.
A
Inspect motor starter/control center.
A
Ensure that overload settings are proper
A
Verify correct operation of starter.
A
Inspect electrical contact surfaces.
A
Inspect fan assembly.
A
Verify tightness of balance weights.
A
Insert Facility Name
Preventive Maintenance Work Plan
Frequency Key
W – Weekly
M - Monthly Q - Quarterly
SA- Semi-Annually A- Annually SST - Seasonal Start-Up SSH - Season Shut Down
Fans (Supply, Exhaust, Return)(Belt or Shaft Driven)
Critical Tasks
Frequency Status
Date Completed Initials
Inspect unit for unusual noise and/or vibration, ensure that it is in good working order.
Q
If unit is not running or an identified problem requires the unit to be serviced, perform ALL Non-
Q
Critical Tasks listed below.
If present, inspect belts for proper tension and wear (if belts are replaced, record belt type and
Q
replacement date on unit)
Inspect fan and motor assemble for proper alignment.
Provide lubrication, if necessary.
Q
Clean entire unit, motor and fan assembly with a damp cloth.
Q
Check exhaust fan intake grills for dirt/debris.
Q
Other recommended tasks
For fans 2HP or more, check load amps.
A
Inspect fan and motor pulleys for proper alignment.
A
Inspect fan blades and moving parts for excessive wear.
A
Inspect all fan wiring for deterioration.
A
Ensure tightness of all electrical connections.
A
Inspect motor starter/control center.
A
Ensure that overload settings are proper
A
Verify correct operation of starter.
A
Inspect electrical contact surfaces.
A
Inspect fan assembly.
A
Verify tightness of balance weights.
A
Preventive Maintenance Work Plan
Frequency Key
W – Weekly
M - Monthly Q - Quarterly
SA- Semi-Annually A- Annually SST - Seasonal Start-Up SSH - Season Shut Down
Variable Air Volume Terminal Units
Critical Tasks
Frequency Status
Date Completed Initials
Observe unit, note any unusual noise and/or vibrations.
SA
Ensure that unit is supplying air if in demand, vice versa.
SA
Provide lubrication, if necessary.
SA
Other recommended tasks
Inspect all pneumatic/electrical connections, tighten if necessary.
SA
Observe and inspect VAV control box.
SA
Inspect all fan wiring for deterioration.
SA
Inspect motor-shaft connection and ensure tightness.
SA
Clean dampers and fan blades.
SA
Inspect controls and cycle actuators to ensure proper operation.
SA
Verify that dampers open and close fully.
SA
Inspect all linkages and ensure proper positioning.
SA
Preventive Maintenance Work Plan
Frequency Key
W – Weekly
M - Monthly Q - Quarterly
SA- Semi-Annually A- Annually SST - Seasonal Start-Up SSH - Season Shut Down
Heating and Ventilation Units
Critical Tasks, to be performed monthly
Frequency Status
Date Completed Initials
Inspect entire unit for unusual noise and/or vibration, ensure that it is in good working
M
order.
Provide lubrication, if necessary
M
Check that damper linkages are properly connected and operating
M
Inspect piping and fittings for leaks (steam, condensate, hot water, chilled water).
M
Inspect ductwork flexible connectors for abnormalities or leaks.
M
Inspect felt/rubber gaskets around access doors.
M
Following inspection, record observations and deficiencies, if any.
M
Check outside air intake louvers.
M
If problems are identified and unit requires servicing, perform all Non-Critical Tasks for the
M
problematic components.
Inspect pre and final filters for abnormal accumulation of dirt and debris, replace if necessary.
Q
Write installation date on new filters.
Clean filter rack and vacuum filter section after removal of old filters and prior to installing new
Q
filters.
Inspect filter rack and ensure that air path does not bypass filters.
Q
Inspect coils (steam, hot water, chilled water) for accumulation of dirt and debris, clean if
Q
necessary.
Inspect/adjust humidifier, if present
Q
Check access doors for tightness.
Q
Check fire smoke dampers for proper operation.
A
Inspect belts for proper tension and wear (if belts are replaced, record belt type and
A
replacement date on unit)
Inspect entire motor and fan assembly, clean with a damp cloth.
A
Lubricate fan bearings and motors.
A
Lubricate all moving parts/connections, if necessary.
A
Operate dampers over the full modulation range, verify proper operation.
A
Preventive Maintenance Work Plan
Frequency Key
W – Weekly
M - Monthly Q - Quarterly
SA- Semi-Annually A- Annually SST - Seasonal Start-Up SSH - Season Shut Down
Other recommended tasks
Inspect all gauges and meters, ensure they are functional, replace if necessary.
A
Inspect coil fittings, tighten if necessary.
A
Utilize fin comb to straighten coil fins.
A
Clean/flush water or y-strainers and drip leg.
A
Inspect steam traps
A
Inspect all fan wiring for deterioration.
A
Tighten all electrical contacts.
A
Inspect motor starter/control center.
A
Verify operation of starter and inspect contact surfaces for pitting or wear.
A
Check damper linkage, set screws and blade adjustment for proper tightness.
A
Inspect bearing collar set screws on fan shaft, ensure tightness.
A
Inspect fan and motor sheaves for proper alignment.
A
Preventive Maintenance Work Plan
Frequency Key
W – Weekly
M - Monthly Q - Quarterly
SA- Semi-Annually A- Annually SST - Seasonal Start-Up SSH - Season Shut Down
Unit Heaters
Critical Tasks, to be performed semi-annually
Frequency Status
Date Completed Initials
Inspect unit for unusual noise and/or vibration, ensure that it is in good working order.
SA
If unit is not running or an identified problem requires the unit to be serviced, perform ALL Non-
SA
Critical Tasks listed below.
Clean and re-install permanent filters or replace disposable filters.
SA
Provide lubrication, if necessary.
SA
Clean coils by vacuuming or brushing.
SA
Clean entire unit, motor and fan assembly with damp cloth.
SA
Other recommended tasks
Use fin comb to straighten coil fins.
A
Clean and flush strainers.
A
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