Air Handling Unit System

Checklist
*As air handling units can incorporate different components, depending on the
configurat ion within t he project, the ch eck list will cover each section.

This checkl ist should be used a nd completed throug hout the pr oject and it s
different stages, delivery, storage, instal lation & pre-comm issi oning, prior to the
functio nal testing taking place.

Project Name:

Date:

Equipment ID.

Contents
Contents .............................. ...................... ...................... ...................... ..... 1

De livery Inspection ............... ...................... ...................... ...................... ..... 3

Storage Inspect ion ................ ...................... ...................... ...................... ..... 5

Storage Area ..................... ...................... ...................... ...................... ..... 5

Storage of Air Hand ling Un it ...................... ...................... ...................... ..... 6

Pre-Insta llatio n Insp ection ........................... ...................... ...................... ..... 7

Maintenance/Acc ess ............. ...................... ...................... ...................... ..... 9

Pre-Commiss ioning I nspect ion ..................... ...................... ...................... ... 10

G ener al . . . . . . .. . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . .. . 10

Ele ctric al Gen eral .............. ...................... ...................... ...................... ... 11

Variable Speed Driv e ................................ ...................... ...................... ... 12

Controls Sy stem/M otorize d Dampers & Interlock s .............. ...................... ... 12

Fresh A ir I nt ake . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . .. . 13

System Fire Damp ers ............................... ...................... ...................... ... 14

1 AHU C he c k l i s t
Filters ............................... ...................... ...................... ...................... ... 14

Panel F ilters ..................... ...................... ...................... ...................... . 14

Bag F ilters ........................ ...................... ...................... ...................... . 15

Supply Air F an ................... ...................... ...................... ...................... ... 15

Cooling Coil ...................... ...................... ...................... ...................... ... 17

He at ing Co il . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . .. . 18

Refrigerant Dx Coi l System ....................... ...................... ...................... ... 20

Droplet Elimin ator .............. ...................... ...................... ...................... ... 21

St eam Hum id if ier . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . .. . 21

Co ld Water Fe ed ................ ...................... ...................... ...................... ... 22

Condens ate drain/si phon .......................... ...................... ...................... ... 23

Ele ctric Heater ................... ...................... ...................... ...................... ... 23

Supply Air Ductwork ................................. ...................... ...................... ... 24

Return Air Du ctwork ................................. ...................... ...................... ... 25

Re t urn A ir Fa n . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . .. . 26

Heat Recov ery Un it ............ ...................... ...................... ...................... ... 27

Plat e Heat Exchange r .............................. ...................... ...................... . 27

Therm a l Wh ee l . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . 28

Extract Air Duct work ................................. ...................... ...................... ... 28

Co nt ro ls . . . . . .. . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . .. . 29

2 AHU C he c k l i s t
Delivery Inspection
Once the Air Ha ndling Unit arriv es at site, usually delivered by a transpor t
company, and before being acc epted into storage, the following shou ld be
checke d with the driver.

Any dama ge that is noted should be reported to the m anufacturer/supplier within

3 days in writing supp orted w ith photogra phs.

Ref Inspection/T ask Yes/No Notes

/[n/a]
1 Supplier's consolidat ed de livery
ticket is avai lable, s howing al l
equipment and ancillaries for
inspect ion and be ing used to
check a gainst.

2 A copy of the order t hat was s ent

to the supplier is available for
reference and is being used to
check a gainst

3 Equipment is packaged and cra te d

in separate boxes, for maximum
protection
4 The unit nameplate and det ails
match the purch ase order
5 De livery protect ion is dry
6 Unit/s are dry internally
7 The exter nal cas ing of the unit/s
are undamage d
8 All frames, if ordered are included
9 All pipework c onnections are the
correct siz e

3 AHU C he c k l i s t
Ref Inspection/T ask Yes/No Notes
/[n/a]
10 Pipework connect ions are
undamaged
11 All pipework handing’s are corr ect
12 All duct ing connect ions are
correct siz e
13 All duct ing connect ions are
correct siz e
14 All anci llaries [va lves, actuators,
dampers, filters] are inc luded in
delivery as per the order and
delivery note

15 Spin the fan to ensure not

damaged and out of line
16 Chec k all co ils for damag e
externa lly and inter nally
17 Replac e and protect ion that has
been removed

4 AHU C he c k l i s t
Storage Inspection

Storage Area
If the equipment is t o be placed into stor a ge on s ite prior to i nstalla t ion there w ill
be an inspection com pleted check ing the following.

Ref Inspection/T ask Yes/No Notes

/[n/a]
1 The area is internal and w ill not
be affected by weath er.

[if the unit is not rated for external use]

2 The surface wh ere t he equipme nt

is to be placed is flat .
3 The equipment will be raised from
the floor to al low airflow and stop
risk of wat er ingress .
4 The area is well covered an d
protected.
5 The area is well vent ilated and no
risk of high h umidity.
6 The area is c le an & dust free.

5 AHU C he c k l i s t
Storage of Air Handling Unit
Prior to the units being placed into storage the follow ing should b e checked.

Ref Inspection/T ask Yes/No Notes

/[n/a]
1 Units will not be stac ked.
2 Units will not have m aterials
stacked o n them.
3 All anci llaries will be placed in a
safe and s ecure location so items
do not go miss ing or get
damaged.

4 All original packagin g is intact an d

not r emoved.
5 Pipework caps are not removed.
6 Unit and al l compon ents placed o n
a flat surfac e.

6 AHU C he c k l i s t
Pre-Installation Inspection
Prior to the units being in stalle d the following shoul d be c hec ked.

Ref Inspection/T ask Yes/No Notes

/[n/a]
1 The plinth/base is rea dy, flat an d
level & c an bare the we ight of th e
installat ion.
2 The room/area is dry and
waterti ght.
3 Area being insta lled is not prone
to flooding or ponding of water.
4 The room/area the un it will be
installed into is c lean and dust
free .

If there is dust/construction work,

then the unit should be protected.

5 If the unit is inst alled externa lly

then ensure it can be f ixed to the
floor, check for inter nal mounting
requirements w ith the
manufacturer .

6 If there is a buildup of snow it will

not affect the unit’s ope rat ion of
maintenance requirem ents.
7 The i nstallation of the unit will not
impede the installati on of the
condensate tr ap/ pipework.
8 All connect ions,
pipework/duct work etc., can b e
independently s upported and n ot
supported by the u nit.

7 AHU C he c k l i s t
Ref Inspection/T ask Yes/No Notes
/[n/a]
Best pract ice is to install self -
support ing brackets prior to the
connection of the unit
9 Ensure that all ac cess doors are
clear and not blocke d from
brackets or ot her services.
10 Chec k to ensure that all
connections k its containing -
gaskets, bolts, cleat s, screws are
available to allow bo lting up of th e
equipment.

11 Remove a ll tr ansport feet and

bolts.
12 Chec k that all requir ed cabling
can be run through the unit and
on appropriate cont a inment.

8 AHU C he c k l i s t
Maintenance/Acces s
Ref Inspection/T ask Yes/No Notes
/[n/a]
1 There is enough space allowe d
around and a bove the unit o nce
installed to perform m aintenanc e
and r emove c omponents.

[check the manufacturers maintenance

i n s t r u c t i o n s f o r r e q u i r e m e n t s]

2 All doors can be fully opened to

gain acce ss to the u nit.
3 Chec k that there is e nough spac e
for coils and fans to be removed
and r eplaced.

[Do not forget that if the unit is mounted

outside the surface will need to b e hard and
flat]

4 If the unit is mounted at high

level, conf irm that there is a s afe
manner to r emove the parts and
components and that there is
enou gh space at h igh level a nd at
the floor level to al low this.

9 AHU C he c k l i s t
Pre-Commissioning Inspection
Once the equipme nt has been i nsta lled and prior to functiona l testing and
commiss ioning phase taking place t he following will be c hecked.

General
Ref Inspection/T ask Yes/No Notes
/[n/a]
1 Document the information of the
unit from it s name plates and
cross referenc e with the spec ified
informat ion to ensur e correct.
2 Ensure unit is level.
3 Ensure all gaskets a re insta lled
and sealed.
4 Ensure that all c leat s are inst alle d
as per m anufacturer’ s
instruct ions.
5 All acc ess doors can be ope n and
clos ed w ith no gaps or leak age.
6 Chec k that all transport bolts and
feet are removed.
7 Roof canopy, if being used, is
installed and fixed.
8 All v ibrat ion mounts installed
9 Seismic restraints, where
required, installed .
10 Unit and al l compon ents including
valves and controls are labe led in
line w ith the project namin g
convention.

10 AHU C he c k l i s t