Seasonal Maintenance Checklist

Proper seasonal maintenance is essential for commercial HVAC systems to operate efficiently year-round. Following a structured maintenance schedule helps prevent costly breakdowns, extends equipment life, and ensures optimal performance during peak demand periods.

Pro Tip

Document all maintenance activities in a logbook for each piece of equipment. This creates a valuable history that can help identify recurring issues and predict potential failures before they occur.

Spring Maintenance (Before Cooling Season)

  • Check and clean condenser coils
    Remove debris and wash coils to ensure optimal heat transfer. Dirty condenser coils can reduce efficiency by up to 30%.
  • Inspect refrigerant levels and check for leaks
    Low refrigerant levels indicate a leak that needs immediate attention to prevent compressor damage.
  • Test and calibrate cooling controls
    Ensure thermostats, economizers, and building automation systems are accurately controlling cooling equipment.
  • Check cooling tower components
    Inspect fill, spray nozzles, basin, and drift eliminators. Clean as needed and check water treatment systems.

Fall Maintenance (Before Heating Season)

  • Inspect heat exchangers
    Check for cracks or corrosion that could lead to carbon monoxide leaks. This is a critical safety inspection.
  • Test ignition system and burners
    Clean burners and verify proper ignition sequence to ensure reliable operation during cold weather.
  • Check steam traps (if applicable)
    Failed steam traps waste energy and reduce heating efficiency. Replace any defective traps.
  • Inspect boiler components
    Check safety controls, water level indicators, pressure gauges, and perform a combustion analysis.

Quarterly Maintenance Tasks

Maintenance Task Benefit
Replace air filters Improves air quality and system efficiency; reduces energy consumption
Check and adjust belt tension Prevents slippage and premature wear of belts; ensures proper air delivery
Lubricate bearings and motors Reduces friction, prevents overheating, and extends component life
Inspect electrical connections Prevents electrical failures and potential fire hazards
Clean drain pans and check condensate lines Prevents water damage and mold growth; maintains indoor air quality

Coil Cleaning Procedures

Clean HVAC coils are essential for efficient heat transfer and system performance. Regular coil cleaning can reduce energy consumption by 10-25% and help maintain optimal indoor air quality in commercial buildings.

Why Coil Cleaning Is Critical

Dirty coils cause the following issues:

  • Reduced heat transfer efficiency
  • Increased energy consumption
  • Higher operating costs
  • Shortened equipment lifespan
  • Decreased indoor air quality
  • Potential for mold and bacterial growth
Important Safety Note

Always disconnect power to the unit before beginning any cleaning procedures. Wear appropriate PPE including gloves, eye protection, and respiratory protection when working with cleaning chemicals or when dealing with moldy coils.

Condenser Coil Cleaning Procedure

  1. Preparation and Inspection

    Turn off power to the unit and visually inspect coils for damage. Remove loose debris with a soft brush or vacuum. For rooftop units, check for bird nests or other large obstructions.

  2. Apply Coil Cleaner

    Use a commercial-grade alkaline coil cleaner appropriate for condenser coils. Apply from the inside out when possible to push dirt outward. Allow cleaner to dwell according to manufacturer's recommendations (typically 5-15 minutes).

  3. Rinse Thoroughly

    Use a low to medium pressure water spray (under 600 psi) to rinse from the inside out. Excessive pressure can damage coil fins. Rinse thoroughly to remove all cleaning solution.

  4. Straighten Fins

    Inspect for bent fins and repair with a fin comb of the correct spacing (8-14 fins per inch is common for condenser coils).

  5. Final Inspection

    Verify all debris has been removed and coils are clean. Check surrounding areas for cleanliness. Allow coils to dry completely before restoring power.

Evaporator Coil Cleaning Procedure

  1. Access and Assess

    Turn off power to the AHU. Remove access panels to expose the evaporator coil. Inspect for visible mold, dirt accumulation, and fin condition.

  2. Dry Cleaning

    Use a soft brush or vacuum with HEPA filter to remove loose debris. Work in the direction of the fins to avoid damage. For commercial AHUs, compressed air can be used carefully from the exit air side.

  3. Apply No-Rinse Foaming Cleaner

    For light cleaning, use a self-rinsing evaporator coil cleaner. These products foam and then drain with condensate, breaking down dirt without requiring water rinsing.

  4. Deep Cleaning (When Necessary)

    For heavily soiled coils, use an appropriate coil cleaner and a portable pressure sprayer. Protect surrounding areas from runoff. Create a temporary drain path to collect the rinse water.

  5. Apply Mold Inhibitor

    After cleaning, apply an EPA-registered antimicrobial treatment designed for HVAC systems to prevent mold growth.

  6. Reassemble and Test

    Replace all access panels, restore power, and verify proper operation. Check for even airflow across the coil surface.

Recommended Cleaning Frequency

Environment Type Condenser Coils Evaporator Coils
Urban/Industrial Areas Quarterly Bi-annually
Suburban Areas Bi-annually Annually
Coastal Areas (Salt Air) Monthly Quarterly
Food Processing Facilities Quarterly Quarterly
Healthcare Facilities Quarterly Quarterly

Filter Replacement Guide

Proper air filtration is essential for maintaining indoor air quality and protecting HVAC equipment. Commercial HVAC systems require a methodical approach to filter selection, monitoring, and replacement based on specific facility needs and air quality requirements.

Understanding Filter Efficiency Ratings

Commercial filter ratings generally use the MERV (Minimum Efficiency Reporting Value) scale:

MERV Rating Filtration Efficiency Application
MERV 1-4 Captures particles >10 microns Basic filtration for equipment protection only
MERV 5-8 Captures particles 3-10 microns Commercial buildings with basic air quality needs
MERV 9-12 Captures particles 1-3 microns Superior residential, commercial offices, better IAQ
MERV 13-16 Captures particles 0.3-1 microns Hospital general areas, superior commercial buildings
HEPA (MERV 17-20) Captures >99.97% of 0.3 micron particles Hospitals, clean rooms, pharmaceutical manufacturing
Filter Selection Tip

Higher MERV ratings provide better filtration but also increase air resistance, which can reduce airflow and increase energy consumption. Always ensure your system can handle the pressure drop associated with the selected filter efficiency.

Filter Replacement Schedule

The following replacement schedule serves as a general guideline. Use pressure differential measurements across filters for more precise timing.

Filter Type Environment Recommended Replacement
1" Panel Filters (MERV 1-4) Standard Commercial Every 30 days
2-4" Pleated Filters (MERV 5-8) Standard Commercial Every 60-90 days
4-6" Box Filters (MERV 9-12) Office Buildings Every 3-6 months
Rigid Box Filters (MERV 13-16) Healthcare, Labs Every 6-12 months
HEPA Filters Critical Environments Every 12-24 months (monitor pressure drop)

Filter Replacement Procedure

  1. Prepare and Assess

    Turn off the air handler. Gather replacement filters, disposal bags, and PPE (gloves, mask if needed). Inspect the existing filter condition to inform future replacement timing.

  2. Remove Old Filters

    Carefully remove old filters to avoid dislodging collected particulates. Place them immediately in disposal bags to prevent contamination of the surroundings.

  3. Inspect Filter Housing

    Check filter tracks, gaskets, and holding frames for damage. Clean the filter housing area using a HEPA vacuum. Repair any bypass issues that would allow air to circumvent filters.

  4. Install New Filters

    Verify the new filters are the correct size and MERV rating. Note the airflow direction arrows on the filter frame and install accordingly. Ensure filters fit snugly with no gaps.

  5. Document and Monitor

    Label new filters with installation date. Record the replacement in the maintenance log. Reset filter monitoring systems if applicable. Consider taking before/after static pressure readings.

Monitoring Filter Performance

For optimal performance, implement these monitoring practices:

  • Install pressure differential gauges
    Measure the pressure drop across filter banks to objectively determine when replacement is needed. Replace filters when pressure drop exceeds manufacturer recommendations.
  • Implement filter check protocols
    Create a systematic process for regular visual inspections, especially during seasons with higher particulate loads.
  • Monitor system performance
    Track airflow rates, static pressure, and energy consumption. Significant changes may indicate filter loading.

Centrifugal Chiller Maintenance

Centrifugal chillers are critical components in large commercial and industrial cooling systems. Proper maintenance of these sophisticated machines ensures optimal efficiency, extends equipment life, and prevents costly failures.

Safety First

Always follow lockout/tagout procedures when servicing chillers. Only qualified technicians should perform maintenance on centrifugal chillers due to high voltages, refrigerant pressures, and rotating equipment hazards.

Oil Maintenance Procedures

Proper oil management is critical for bearing lubrication and compressor health in centrifugal chillers.

  • Regular Oil Analysis
    Perform quarterly oil analysis to test for moisture content, acidity, metal particles, and viscosity. This helps identify bearing wear, moisture contamination, or refrigerant dilution before damage occurs.
  • Oil Filter Replacement
    Replace oil filters annually or when pressure differential across the filter exceeds manufacturer specifications. Inspect the removed filter for metal particles that may indicate bearing wear.
  • Oil Change Schedule
    Change oil every 3-5 years or sooner if oil analysis indicates contamination or degradation. Some newer chillers with synthetic oils may extend this interval based on oil analysis results.

Oil Change Procedure

  1. Preparation

    Shut down the chiller and allow it to cool. Prepare oil collection containers. Have replacement oil and filters on hand. Verify the oil type matches manufacturer specifications.

  2. Drain Used Oil

    Open the oil drain valve and drain oil into appropriate containers. Allow sufficient time for complete drainage. Some chillers may require an oil pump for complete removal.

  3. Replace Oil Filter

    Remove and replace the oil filter. Inspect the old filter for metal particles or other contaminants that might indicate internal issues.

  4. Clean Oil System Components

    Where accessible, clean the oil reservoir, oil cooler, and oil lines. Flushing the system may be necessary if heavy contamination is present.

  5. Fill with New Oil

    Add new oil to the correct level according to manufacturer specifications. Use only OEM-approved oil types. Avoid mixing different oil types.

  6. System Check

    Run the oil pump to circulate oil and check for proper pressure and flow. Check for leaks around filter housing and other connections.

Purge System Maintenance

Low-pressure centrifugal chillers require effective purge systems to remove non-condensable gases that reduce efficiency and increase operating costs.

  • Purge Filter Maintenance
    Replace or clean purge filters quarterly or when pressure drop indicates clogging. Dirty filters reduce purge efficiency and can cause the system to run longer than necessary.
  • Purge Pump Inspection
    Check purge pump operation monthly. Verify proper current draw and cooling. Replace seals and bearings as needed during annual maintenance.
  • Monitor Purge Runtime
    Excessive purge operation may indicate air leaks into the refrigerant system. Track purge runtime and investigate increases that could indicate developing leaks.

Tube Cleaning Schedule and Procedure

Heat transfer efficiency in centrifugal chillers depends on clean tubes in both the evaporator and condenser barrels.

Water System Type Condenser Tubes Evaporator Tubes
Open Cooling Tower (untreated) Annually Every 3 years
Open Cooling Tower (well-treated) Every 2-3 years Every 5 years
Closed Loop System Every 3-5 years Every 5-7 years
City Water (once through) Annually Every 3 years
Performance Monitoring Tip

Track approach temperature (the difference between leaving condenser water temperature and condensing refrigerant temperature). An increasing trend indicates tube fouling and reduced efficiency. Clean tubes when approach temperature increases by 2-4°F from baseline.

Tube Cleaning Procedure

  1. Preparation and Isolation

    Shut down and lock out the chiller. Isolate water circuits by closing valves. Drain water from the barrel being cleaned. Remove end water box covers and inspect for scale, corrosion, or debris.

  2. Mechanical Cleaning

    Use appropriate tube brushes attached to a rod or drill. Select brush size and material based on tube material and fouling type. Push and pull brushes through each tube several times to remove deposits.

  3. Water Flushing

    After mechanical cleaning, flush tubes with clean water to remove dislodged debris. For heavily fouled systems, high-pressure water jetting may be necessary.

  4. Inspection

    Use a borescope to inspect cleaned tubes for remaining deposits, damage, or erosion. Document any tubes showing signs of damage or excessive wear.

  5. Chemical Cleaning (if necessary)

    For stubborn scale or biological fouling, chemical cleaning may be required. Use appropriate cleaners for the tube material and fouling type. Follow all safety procedures for chemical handling.

  6. Reassembly

    Replace gaskets or O-rings on water box covers. Reinstall covers and torque bolts to manufacturer specifications. Refill the water system and check for leaks before returning to service.

Eddy Current Testing

Perform eddy current testing every 3-5 years to detect tube wall thinning, pitting, or cracks before they lead to refrigerant/water mixing. This non-destructive testing is critical for older chillers or those with known water quality issues.