049a AHU Checklist Template

Air Handling Unit System
Checklist
*As air h andling un its can incorp orate d if ferent components, depending on the
configurat ion within t he pro ject, the ch eck list will cover each section.
This checklist should be used and completed throug hout the project and its
different stages, delivery, storage, installation & pre-commissioning, 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-Installatio n Insp ection ............................................................................ 7
Maintenance/Access .................................................................................... 9
Pre-Commissioning I nspect ion .................................................................... 10
General .................................................................................................. 10
Ele ctrical Gen eral ................................................................................... 11
Variable Speed Drive ............................................................................... 12
Controls System/Motorize d Dampers & Interlock s ....................................... 12
Fresh Air Intake ...................................................................................... 13
System Fire Damp ers .............................................................................. 14

1 AH U C heck lis t
Filters .................................................................................................... 14
Panel Filters ........................................................................................ 14
Bag Filters ........................................................................................... 15
Supply Air Fan ........................................................................................ 15
Cooling Co il ........................................................................................... 17
Heat ing Coil ........................................................................................... 18
Refrigerant Dx Coil System ...................................................................... 20
Droplet Elimin ator ................................................................................... 21
Steam Hum idifier .................................................................................... 21
Co ld Water Feed ..................................................................................... 22
Condens ate drain/siphon ......................................................................... 23
Ele ctric Heater ........................................................................................ 23
Supply Air Ductwork ................................................................................ 24
Return Air Ductwork ................................................................................ 25
Return Air Fan ........................................................................................ 26
Heat Recovery Un it ................................................................................. 27
Plat e Heat Exchange r ........................................................................... 27
Thermal Wheel ..................................................................................... 28
Extract Air Duct work ................................................................................ 28
Controls ................................................................................................. 29
2 AH U C heck lis t
Delivery Inspection
Once the Air Ha ndling Unit arrives at site, usually deliv ered by a transport
company, and before bein g acc epted into storage, the following shou ld be
checke d with the driver.
Any dama ge that is noted sh ould be reported to the manufac turer/supplier with in
3 days in writing supported with photogra phs.
Ref Inspection/Task Yes/No Notes

/[n/a]
1 Supplier's consolidat ed de livery

ticket is available, showing all
equipment and ancillaries for
inspect ion and being 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 packag ed and crated

in separate boxes, f or maximum
protection
4 The unit nameplate and det ails

match the purchase order
5 De livery protect io n is dry
6 Unit/s are dry internally
7 The exter nal casing of the unit/s

are undamaged
8 All frames, if ordered are included
9 All p ipework connections are the

correct size
3 AH U C heck lis t
/[n/a]
10 Pipework connect ions are

undamaged
11 All p ipework hand ing ’s are corr ect
12 All duct ing connect ions are

correct size
13 All duct ing connect ions are

correct size
14 All ancillaries [va lves, actuators,

dampers, filters] are inclu ded in
delivery as per the order and
delivery note
15 Spin the fan to ensure not

damaged and out of line
16 Check all co ils for damage

externa lly and inter nally
17 Replace and protect ion that has

been removed
4 AH U C heck lis t
Storage Inspection
Storage Area
If the equipment is t o be placed into stor age on site prior to installat ion there will
be an inspection completed check ing the following.

/[n/a]
1 The area is internal and will not

be affected by weather.
[if the unit is not rated for external use]
2 The surface where t he equipme nt

is to be p laced is flat .
3 The eq uipment will be raised from

the floor to allo w airf lo w and stop
risk of wat er ingress.
4 The area is well covered and

protected.
5 The area is well vent ilated and no

risk of high humidity.
6 The area is cle an & dust free.
5 AH U C heck lis t
Storage of Air Handling Unit
Prior to the units being placed int o storage the following should b e checked.

/[n/a]
1 Units will not be stacked.
2 Units will not have m aterials

stacked o n them.
3 All ancillaries will be placed in a

safe and secure location so items
do not go missing or get
damaged.
4 All orig inal packagin g is intact and

not removed.
5 Pipework caps are not removed.
6 Unit and all compon ents placed on

a flat surfac e.
6 AH U C heck lis t
Pre-Installation Inspection
Prior to the units being in stalle d the following shou ld be c hec ked.

/[n/a]
1 The plinth/base is ready, flat and

level & can bare the we ight of the
installat ion.
2 The room/area is dry and

watertight.
3 Area being insta lled is not prone

to floodin g or pon ding of water.
4 The room/area the unit will be

installed into is clean and d ust
free.
If there is dust/const ruction work,

then the unit should be protected.
5 If the unit is inst alled externa lly

then ensure it can be fixed to the
floor, check for inter nal mounting
requirements with the
manufacturer.
6 If there is a bu ildup of snow it will

not affect the unit’s operat ion of
maintenance requirements.
7 The installation of the unit will not

impede the installation of the
condensate trap/ pipework.
8 All connect ions,

pipework/duct work etc., can be
independently supported and not
supported by the unit.
7 AH U C heck lis t
/[n/a]
Best pract ice is to install self-

support ing brackets prior to the
connectio n of the unit
9 Ensure that all access doors are

clear and not blocked from
brackets or oth er services.
10 Check to ensure that all

connectio ns kits containing -
gaskets, b olts, cleat s, screws are
available to allow bolting up of the
equipment.
11 Remove a ll transport feet and

bolts.
12 Check that all requir ed cabling

can be run through the unit and
on appropriate conta inment.
8 AH U C heck lis t
Maintenance/Access
/[n/a]
1 There is enough space allowe d

around and a bove the unit once
installed to perform mainten anc e
and remove components.
[check the manufacturers maintenance

instructions for requirements]
2 All doors can be fully opened to

gain acce ss to the unit.
3 Check that there is enough space

for coils and fans to be removed
and replaced.
[Do not forget that if the unit is mounted

outside the surf ace will need to be hard and
flat]
4 If the unit is mounted at high

level, confirm that there is a safe
manner to remove the parts and
components and that there is
enou gh space at hig h level a nd at
the floor lev el to allo w this.
9 AH U C heck lis t
Pre-Commissioning Inspection
Once the equipme nt has been insta lled and prior to functiona l testing and
commissioning phase taking place th e following will be c heck ed.
General
/[n/a]
1 Document the information of the

unit from its n ame plates and
cross reference 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 cleat s are inst alled

as per manufacturer’s
instruct ions.
5 All access doors can be ope n and

closed with no gaps or leak age.
6 Check that all transport bolts and

feet are removed.
7 Roof canopy, if being used, is

installed and fixed.
8 All vibrat ion mou nts installed
9 Seismic restraints, where

required, installed.
10 Unit and all compon ents including

valves and controls are labe led in
line with the project namin g
conventio n.
10 AH U C heck lis t
/[n/a]
11 Operation and startu p manua l for

the AHU available.
Electrical General
Ref Inspection/Task Yes/No/[n/a] Notes
1 Unit and compone nt s are

fully earthe d in line with
the manufacturer ’s
instruct ions.
2 Earthing has been te sted
3 Emergency discon nect

installed for each
component in line with
NFPA/loca l code
requirements
4 Electrical voltage from site

matches the un it req uired
voltages.
5 All cablin g is installed and

connected on th e cor rect
containment/raceways and
not damaged.
6 All cablin g has been

tested/torque tested.
7 Loca l motor control pane l

[LMCP] has been installed
8 Loca l motor control pane l

has been e lectrica lly tested
9 All e lectrica l cabling is

labelled inline with project
naming convent ion.
Variable Speed Drive

1 Variable speed drive has

been installed.
2 Variable Speed Drive

[VSD] h as been electrically
tested
3 Variable speed drive has

been fu nctionally tested
Controls System/Motorized Dampers & Interlocks

1 Motorised dampers
installed as per the
drawings and open/close
freely.
2 All controls and p anels

have been installed t o
operate the motorize d
dampers
3 Fire trip has been installed

and op erating/ interlocked
with ventilat io n syst em.
4 Freezing safety inter lock s

installed as per the design.
5 Pressur e differential
measuring devices are
installed across a ll filters
Fresh Air Intake

/[n/a]
1 Positio n of intake louvre is inline

with the design requirements and
positioned so as will not be
affected by any exhaust air.
2 Weather louvre/roof cowl

installed and weather tight with
relevant mesh a nd is
unobstructed.
3 Weather louvre installed with

correct mesh.
4 Weather louvre mesh free area

meets the design requireme nts
5 Plenum installed con necting the

louvre to the duct ing.
6 Plenum has drain installed with

trap to remove any u nwant ed
ingress of wat er
7 Plenum has access hatch/s

installed to allow future
maintenance and inspections
8 All fresh air duct wor k is

installed, correct size and
connected to the u nit with
correct fixings
9 All attenuators are installe d as

shown on the dr awings.
/[n/a]
10 All non-return dampe rs are

installed as per construction
drawings.
11 All volume control d ampers are

drawings.
12 Ductwork insulated and vapor

seal in line with specification.
13 Test holes a va ilable in duct to

allow air read ings
System Fire Dampers

/[n/a]
1 If fire dampers were installed as

per the drawings, en sure they
have been teste d in line wit h the
project requirements.
Filters
Panel Filters

/[n/a]
1 Filter mount ing fram es are clean

and du st free.
2 Panel filters installed, clea n and

are the correct grade.
3 Filters ha ve the correct sealing

gaskets installed.
/[n/a]
4 The filters are not jammed in the

rails
5 All components upstr eam of the

filter are c lean a nd dust free
6 Panel filters are locked in place
7 Differential pressure sensors are

installed and calibrat ed.
Bag Filters

/[n/a]
1 Filter mount ing fram es are clean

and du st free.
2 Bag filters installed, clean and

are the correct grade.
3 Filters ha ve the correct sealing

gaskets installed.
4 The filters are not jammed in the

rails
5 All components upstr eam of the

filter are c lean a nd dust free
6 Bag filters are locked in p lace
7 Differential pressure sensors are

installed and calibrat ed.
Supply Air Fan
/[n/a]
1 Electrical c onnectio ns and

cables are complete, fully tested
and torqued in line with
project/manufacturer
requirements
2 Motor protectio ns installed and

operat ing [Over loa d]
3 Motor protectio ns calibrated
4 Volt age from e lectrical systems

is correct for the unit
requirements [within +/-10%]
5 Fan ho using cle an and dust free
6 Fan, b lades, and motors are

clean and dust free.
7 Fan be lt tensio n is correct
8 Fan be lt condition is good
9 Ensure the fan wheel is centere d

on the intake section
10 Check tight ness of fixings

[torque]
11 Check flexib le conne ctions

between the motor/impeller and
unit to ensure are in good
condition an d leak fr ee.
12 Impeller is balanced
13 Fan/motor rotates in correct

direct ion with no obstructions [by
hand]

direct ion with no obstructions
[electr ically bump u nit on]
Cooling Coil
/[n/a]
1 Cooling coil is clean, in good

condition an d fins undamaged.
2 Ensure that the p ipework is

connected and correct size
3 Ensure that the flow and return

pipework handing’s are correct.
[Water Inlet – downstream of the air flow

direction
Water Outlet – upstream of the air flow

direction]
4 The installation of the pipework

will not put stress on the
equipment connections or create
vibrat ions.
5 The materials used b etween the

equipment and the chilled water
system will not cause
Ele ctrolysis.
6 Pipework that is to connect to

the un it has been weld teste d.

the un it has been pr essure
tested.

the un it has been cleaned and
flushed.
9 Equipment has been back

flushed.
/[n/a]
10 System has b een bled and air

removed.
11 Chilled water system has been

hydrau lica lly balanced.
12 Pipework is insulate d and vapor

sealed
13 Insulation is la belled
14 All pressure ga uges installed,

and d isplay scale as per des ign
requirements.
15 All valves/control valves are

installed and in correct direct io n
16 All commissioning devices are

installed
Heating Coil
/[n/a]
1 Heat ing coil is clean , in goo d

condition an d fins undamaged
2 Ensure that the p ipework is

connected and correct size
3 Ensure that the flow and return

[Water Inlet – downstream of the air flow

direction
Water Outlet – upstream of the air flow

direction]
/[n/a]

vibrat ions.

equipment and the heating wat er
system will not cause
Ele ctrolysis.

the un it has been weld teste d.

the un it has been pr essure
tested.

the un it has been cleaned and
flushed.
9 Equipment has been back

flushed.
10 System has b een bled and air

removed.
11 Heat ing water system has been

hydrau lica lly balanced.

sealed
14 All pressure ga uges installed,

and d isplay scale as per des ign
requirements.
/[n/a]

16 All commissioning devices are

installed
Refrigerant Dx Coil System

/[n/a]
1 Refrigerant coil is clean, in good

condition an d fins undamaged
2 External condenser installed
3 Ensure that the gas and suct ion

pipework is connected and
correct siz e
4 Ensure that the gas and suct ion


vibrat ions.

equipment and the r efrigeration
pipework system will not cause
Ele ctrolysis.

the un it has been
pressure/vacuum tested.
/[n/a]
8 System is charged with correct

amount of refrigerant.

sealed
11 All solenoids installed and

operat ing
12 All sight glasses inst alled

Droplet Eliminator
/[n/a]
1 Ensure is unobstructed and can

be removed for
maintenance/cleaning.
2 All pipework/conden sate is

connected to drain [ see
condensate section]
Steam Humidifier
1 Unit is electrically
connected with test ing
completed to electrical
components.
2 Humidif ier internals clean

and clear of de bris.
3 Condensate pipe wor k is

installed [see con densate
section].
4 Cold water feed is

connected to the h umidif ier
standalone unit.
5 Connections betwe en the

standalone unit and the
humidif ier are using the
specific manufacture rs
hoses
6 The ho ses and p ipework

that is connected is
installed in line with the
manufacturer ’s
requirements.
No tight ben ds, or kinks.
7 Metal clamps are used to

connect the pipework
between the humid if ier and
the standalone unit.
8 Contro ls va lves fitted and

operat ing to allow cold
water into system.
9 Check that the hum idity

sensor is calibrated.
Cold Water Feed

1 Pipework pressure tested
2 Pipework insulated a nd
vapor sealed
3 All valve s fitted and

operat ing [ isolat ion, non-
return]
Condensate drain/siphon
1 The conde nsate is in stalled

to the correct fall.
2 Ensure is prot ected f rom

any frost with insu lat ion
and/or heating cable .
3 There is a trap installed

and is installed in line with
manufacturers
requirements.
[Check manufacturer’s instructions

for calculation/requirements]
4 If there are multiple coils

installed on a unit, ensure
the condensat e pipe work
configurat ion is insta lled in
line with the
manufacturer ’s
requirements.
5 Check that the size of the

condensate is correct.
6 Ensure the trap is f illed to

the correct level.
7 Ensure the drain pan is

clean and free of debris
Electric Heater
/[n/a]
1 Operation of the he ating coil is

fan contro lled/ interlo cked
2 Fan de lay in corpor ated int o the

control’s logic, allowing th e fan
to run [15 mins] afte r the heater
has deactivated/swit ched off.
3 Heater elements are clean and

not obstructed by de bris
4 All electrical testing completed

including torqu e test s of
connectio ns.
5 All safety c omponent s are

connected and opera tiona l
including all thermostats to cut
power to heater if needed.
6 All controls cabling is connected

and installed in line with the
manufacturers/design drawings.
7 Power is available to the electric

heater/control panel for
operat ion.
Supply Air Ductwork

/[n/a]
1 All sup ply air ductwork is

correct fixings
/[n/a]


drawings.


allow air read ings
Return Air Ductwork

/[n/a]
1 Positio n of extract louvre is in

line with the design r equirements
and po sit ion ed so as will not
affect the fresh air intake.
2 Weather louvre/roof cowl

installed and weather tight with
relevant mesh a nd is
unobstructed.
3 Weather louvre installed with

correct mesh.
4 Weather louvre mesh free area

meets the design requireme nts
5 Plenum installed con necting the

louvre to the duct ing.
6 Plenum has access hatch/s

installed to allow future
maintenance and inspections
7 All extract a ir duct work is

correct fixings
/[n/a]


drawings.

drawings.


allow air read ings
Return Air Fan

/[n/a]

requirements
2 Motor protectio ns installed and

operat ing [Over loa d]
3 Motor protectio ns calibrated
4 Volt age from e lectrical systems

is correct for the unit
requirements [within +/-10%]
5 Fan ho using cle an and dust free
6 Fan, b lades, and motors are

clean and dust free.
7 Fan be lt tensio n is correct
/[n/a]
8 Fan be lt condition is good
9 Ensure the fan wheel is centere d

on the intake section
10 Check tight ness of fixings

[torque]
11 Check flexib le conne ctions

between the motor/impeller and
unit to ensure are in good
condition an d leak fr ee.
12 Impeller is balanced

direct ion with no obstructions [by
hand]

direct ion with no obstructions
[electr ically bump u nit on]
Heat Recovery Unit

Plate Heat Exchanger

/[n/a]

requirements
2 Condensate is connected where

required.
3 Components are clean and

undamaged
/[n/a]
4 Ensure any bypass dampers can

operate correctly and not
obstructed.
5 Ensure any pressure and

temperature se nsors are
calibrat ed.
Thermal Wheel

/[n/a]

requirements
2 Condensate is connected where

required.
3 Components are clean and

undamaged
4 Wheel can turn witho ut being

obstructed
5 Belts are tight
6 Motor alignment is correct
7 Ensure any pressure and

temperature se nsors are
calibrat ed.
Extract Air Ductwork

/[n/a]
1 All return air duct work is

/[n/a]

correct fixings


drawings.

drawings.


allow air read ings
Controls
1 Ensure all sensors and

instruments are inst alled
as per the control
logic/man ufacturers wir ing
drawings
2 All sensors are calibrated

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049a AHU Checklist Template

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Air Handling Unit System

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

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

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

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

Pre-Installatio n Insp ection ............................................................................ 7

Pre-Commissioning I nspect ion .................................................................... 10

Ele ctrical Gen eral ................................................................................... 11

Variable Speed Drive ............................................................................... 12

Controls System/Motorize d Dampers & Interlock s ....................................... 12

Fresh Air Intake ...................................................................................... 13

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

Panel Filters ........................................................................................ 14

Bag Filters ........................................................................................... 15

Supply Air Fan ........................................................................................ 15

Heat ing Coil ........................................................................................... 18

Refrigerant Dx Coil System ...................................................................... 20

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

Steam Hum idifier .................................................................................... 21

Co ld Water Feed ..................................................................................... 22

Condens ate drain/siphon ......................................................................... 23

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

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

Return Air Ductwork ................................................................................ 25

Return Air Fan ........................................................................................ 26

Heat Recovery Un it ................................................................................. 27

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

Thermal Wheel ..................................................................................... 28

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

Ref Inspection/Task Yes/No Notes

1 Supplier's consolidat ed de livery

2 A copy of the order t hat was s ent

3 Equipment is packag ed and crated

4 The unit nameplate and det ails

5 De livery protect io n is dry

6 Unit/s are dry internally

7 The exter nal casing of the unit/s

8 All frames, if ordered are included

9 All p ipework connections are the

10 Pipework connect ions are

11 All p ipework hand ing ’s are corr ect

12 All duct ing connect ions are

13 All duct ing connect ions are

14 All ancillaries [va lves, actuators,

15 Spin the fan to ensure not

16 Check all co ils for damage

17 Replace and protect ion that has

Ref Inspection/Task Yes/No Notes

1 The area is internal and will not

[if the unit is not rated for external use]

2 The surface where t he equipme nt

3 The eq uipment will be raised from

4 The area is well covered and

5 The area is well vent ilated and no

6 The area is cle an & dust free.

Ref Inspection/Task Yes/No Notes

1 Units will not be stacked.

2 Units will not have m aterials

3 All ancillaries will be placed in a

4 All orig inal packagin g is intact and

5 Pipework caps are not removed.

6 Unit and all compon ents placed on

Ref Inspection/Task Yes/No Notes

1 The plinth/base is ready, flat and