HVAC Focused Checklist.docx 2026

1. Click ‘Get Form’ to open the HVAC Focused Checklist in the editor.
2. Begin by entering the Building Name, Address, Completed by, Date, and ID Number at the top of the form. This information is crucial for identifying the specific checklist being filled out.
3. Proceed to the MECHANICAL ROOM section. Check if it is clean and dry, and note any stored refuse or chemicals. Use the provided space to describe items needing attention.
4. In the MAJOR MECHANICAL EQUIPMENT section, indicate if a preventive maintenance plan is in use. Fill in details about control systems, boilers, cooling towers, and chillers as applicable.
5. Move on to the AIR HANDLING UNIT section. Identify units and provide details about outdoor air intake locations and conditions of dampers and controls.
6. Complete the DISTRIBUTION SYSTEM section by noting conditions of supply air zones, return air systems, and filters. Ensure all fields are filled accurately for effective documentation.
7. Finally, address OCCUPIED SPACE concerns by detailing thermostat types, set points, measured temperatures, and any potential problems related to thermal comfort or air circulation.

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