HEATCOOLU-A Unitary, Heating and Cooling Unit - Annual

Application:                                                Man Hours 4

This applies to self-contained heating and cooling
units containing a complete cooling system and heating unit (gas or oil burner).
These are normally installed on rooftops, but can be in other locations.  They
are also referred to as climate changers, roof packs, etc.

Special Instructions:

1.  Schedule shutdowns with operating personnel, as needed.
2.  Review manufacturer's instructions.
3.  Review the Procedure for "Controlling Hazardous Energy
4.  Deenergize, lock and tag electrical circuits.
5.  Comply with the latest provisions of the Clean Air Act and Environmental
    Protection Agency (EPA) regulations as they apply to protection of
    stratospheric ozone.
6.  No intentional venting of refrigerants is permitted.  During the servicing,
    maintenance, and repair of refrigeration equipment, the refrigerant must be
7.  Whenever refrigerant is added or removed from equipment, record the
    quantities on the appropriate forms.
8.  Recover, recycle, or reclaim the refrigerant as appropriate.
9.  If disposal of the equipment item is required, follow regulations concerning
    removal of refrigerants and disposal.
10. If materials containing refrigerants are discarded, comply with EPA
    regulations as applicable.
11. Refrigerant oils to be removed for disposal must be analyzed for hazardous
    waste and handled accordingly.
12. Closely follow all safety procedures described in the
    Material Safety Data Sheet (MSDS) for the refrigerant and all labels on
    refrigerant containers.

1. ___ Remove debris from air screen and clean underneath unit.
2. ___ Inspect gaskets.  Look for leaks between unit and
       structure, caulk as necessary.
3. ___ Clean condenser, cooling coil fins, and fans.
4. ___ Remove dirt or dust from all interior parts.
5. ___ Replace filter.
6. ___ Inspect and adjust damper.
7. ___ Lubricate motor and fan bearings.
8. ___ Check fan RPM to design specifications.
9. ___ Check bearing collar set screws on fan shaft to make
       sure they are tight.
10.___  Check dampers for dirt accumulations.  Check felt.  Repair or replace as
11.___  Check damper motors and linkage for proper operation.
12.___  Lubricate mechanical connections of dampers sparingly.
13.___  Clean coils by brushing, blowing, vacuuming or pressure
14.___  Check coils for leaking, tightness of fittings:
   ___  a.  Check for refrigerant leaks using a halogen
            detector or similar testing device.  If leaks are not able to be
            stopped or corrected, report leak status to supervisor.  Consult the
            Material Safety Data Sheets (MSDS) for disposal requirements.
            Reclaimed and recycled CFCs are exempt from hazardous waste
            regulations (Consult 40 CFR Part 261).
   ___  b.  Check refrigerant levels and recharge if needed.
15.___  Use fin comb to straighten coil fins.
16.___  Flush and clean condensate pans and drains.
17.___  Check belts for wear, adjust tension or alignment and
        replace belts when necessary.  Multi-belt drives should be
        replaced with matched sets.
18.___  Check rigid couplings for alignment on direct drives and
        for tightness of assembly.  Check flexible couplings for
        alignment and wear.
19.___  Check electrical connections for tightness.
20.___  Check mounting for tightness.
21.___  Check for corrosion.
22.___  Check mounting bolts and tighten if needed.
23.___  Check and adjust, or replace if necessary, vibration eliminators.
24.     Compressor.
   ___  a.  Check compressor oil level.
   ___  b.  Run machine, check action of controls, relays, switches,
            etc., to see that:
        (1).  compressor(s) run at proper settings.
        (2).  reheat coils activate properly.
        (3).  crankcase heater is operating properly.
        (4).  suction and discharge pressures are proper.
        (5).  discharge air temperature is set properly.

25.  Heating Unit.
       a.  Gas and/or oil fired (if equipped).
        (1).___  Check burner for flashback and tight shutoff of fuel.
        (2).___  Check operation of controls.  Clean and adjust if necessary.
        (3).___  Clean burner, chamber, thermocouple and control.  (Use a high
                 suction vacuum and/or brush.)  Check combustion chamber for
                 cracks, holes, or other defects.
        (4).___  Adjust pilot or electric ignition device.
        (5).___  Inspect vent and damper operation.
        (6).___  Operate unit and adjust burner.
        (7).___  Check operation of safety pilot, gas shutoff valve, and other
                 burner safety devices.
        (8).___  Check temperature differential and controls.
        (9).___  Check frame of unit with ohmmeter for proper electric ground.
       (10).___  Replace covers (if any) and clean area.
       b.  Electrical (if equipped).
        (1).___  Visually inspect for broken parts, contact arcing or any
                 evidence of overheating.  Inspect all wiring for deterioration.
        (2).___  Check name plate for current rating and controller
                 manufacturer's recommended heater size.  (Heater size
                 shall not be changed without the regional design
                 engineer's approval.)
        (3).___  Check line and load connections and heater mounting screws for

Tools and Materials:

1.  Standard Tool Kit
    Plus  Refrigeration - gauges
          Leak detector-electronic or halogen
          Pocket thermometer
          Clamp on meter (volt - ohm - amp meter)
          Flaring tool
          Tubing cutters
          Packing kit and packing
          Crescent wrenches to 14"
2.  Tachometer
3.  Grease gun and oiler
4.  Pressure washer
5.  Vacuum
6.  Fin comb
7.  Cleaning tools, approved refrigerant, and materials.  Consult the MSDS for
    hazardous ingredients and proper personal protective equipment.
8.  Safety goggles and gloves.
9.  CO2 analyzer
10. Self sealing quick disconnect refrigerant hose fittings
11. Refrigerant recovery/recycle unit
12. EPA/DOT approved refrigerant storage tanks.

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