What does this active chilled beam annual checklist cover?

15 items across 5 sections, covering shutdown and access, coil deep clean, valve and actuator, dewpoint control verification, and more. Each item spells out what the person walking the job is actually looking for, not just a box to tick.

Who should run this inspection?

The HVAC service lead on the annual service, coordinated with the controls contractor.

When in the schedule should this walk happen?

Once a year, timed with the seasonal changeover so the coil can be cleaned and the dewpoint interlock proven before the humid cooling season.

Why do these items ask for a photo?

9 of the 15 items call for photo evidence, 11 photos in all. A checklist answer without the photo is a claim; the photo is what makes the record worth something in a dispute and lets a reviewer approve work without re-walking the job.

What most often fails an active chilled beam annual inspection?

Coil vacuumed lightly instead of cleaned through, so induced airflow and capacity never fully come back. Dewpoint or condensation interlock never exercised, and it fails to close the valve the first humid day the door stays open.

Can I use this checklist in RTI?

Yes. Start a free RTI workspace, build this list as a checklist, and the Photo Gate holds the submit button until every mandatory item is answered and its photos are attached. Approved inspections roll into a branded turnover package with a tamper evident audit trail.

Free checklist

Active chilled beam annual maintenance checklist

The annual active chilled beam service is the deep pass: the measurements, cleanings and tests a quarterly round doesn't reach. This checklist keeps the full service on record with the photos that make it defensible later. Work is commonly verified against IMC (mechanical code), manufacturer's published instructions. Confirm the edition your authority having jurisdiction has adopted.

Start free with this checklist Download as PDF

The checklist

Every item, and the photo evidence it needs

The photo count on each row is what RTI would require before the item can be submitted. Work the list here and watch the gate hold, or load it into RTI and let it enforce the real thing.

Shutdown and access

Space outage agreed and furniture below the beams covered
Service window agreed with the owner or occupants, desks and flooring under each beam covered, occupants told cooling is off in those rooms during the work.
No photo
Beam power isolated and coil isolation valves closed and tagged
Control power isolated and tagged, coil valves closed; valves reopened and coil vented before the temporary release for stroke, flow and interlock tests, then re-isolated.

Coil deep clean

Face panel taken down and washed off the beam
Going past the quarterly vacuum, face panel lifted off its hinges or retaining cables and washed or wiped clean away from the beam, perforations clear, finish undamaged.
Coil cleaned through and airflow restored
Fins cleaned full-depth per the manufacturer, nozzles cleared, induced airflow restored, no fin damage from cleaning.
Coil vented of trapped air after the valves reopen
Air bled at the coil vent or the branch high point with a catch cup held, until water runs solid and the coil face cools evenly along its length.
No photo

Valve and actuator

Control valve and actuator serviced and stroked
Actuator drives the valve fully open and closed, seats tight, strainer clean, insulation and vapor seal restored at the connections.
Coil water flow measured at the balancing valve ports
Differential meter connected to the balancing or pressure-independent valve ports, flow read with the valve open and compared with the balancing report for this beam.
Heating mode proven on beams that heat
On four-pipe or changeover beams, heating commanded, heating valve or changeover proven, warm air at the slots and the chilled-water valve held shut.
No photo

Dewpoint control verification

Dewpoint/condensation interlock proven and water reset confirmed
Simulated high-dewpoint condition closes the chilled-water valve, chilled-water reset holds above dewpoint, primary-air dehumidification confirmed.
Dewpoint or humidity sensor serving the zone calibrated
Beyond the quarterly spot read, the room or air handler sensor the zone's dewpoint comes from checked against a calibrated reference, adjusted or replaced, values recorded.
Window contact closing the chilled-water valve where fitted
Where operable windows have contacts, opening one drives the valve shut and the BAS shows it, then the window closed and the beam back on its call.
No photo

Return to service

Beam hangers checked and face panel re-hung
Re-isolated after the tests: hanger rods or cables tight and the beam level, face closed or re-hung with its latches, hinges or retaining cables engaged, tiles seated.
Isolation removed by whoever applied it and the beam restarted
Locks and tags removed by the person who hung them, valves open, beam released to auto and cooling, drop cloths lifted and furniture below cleaned.
No photo
Primary airflow worked out from plenum pressure after restart
Plenum pressure read at the test port and converted with the manufacturer's nozzle factor, airflow compared with the design and last year's result.
Beam readings and deferred repairs recorded for the owner
Water flow, plenum pressure, sensor calibration, interlock result and any coil or valve defects recorded against the beam tag, repairs listed for the owner.
No photo

What usually sends this back

The failures are almost always the evidence, not the work

Coil vacuumed lightly instead of cleaned through, so induced airflow and capacity never fully come back.
Dewpoint or condensation interlock never exercised, and it fails to close the valve the first humid day the door stays open.

Verified against

IMC (mechanical code)

Common questions

6 answers

What does this active chilled beam annual checklist cover?: 15 items across 5 sections, covering shutdown and access, coil deep clean, valve and actuator, dewpoint control verification, and more. Each item spells out what the person walking the job is actually looking for, not just a box to tick.
Who should run this inspection?: The HVAC service lead on the annual service, coordinated with the controls contractor.
When in the schedule should this walk happen?: Once a year, timed with the seasonal changeover so the coil can be cleaned and the dewpoint interlock proven before the humid cooling season.
Why do these items ask for a photo?: 9 of the 15 items call for photo evidence, 11 photos in all. A checklist answer without the photo is a claim; the photo is what makes the record worth something in a dispute and lets a reviewer approve work without re-walking the job.
What most often fails an active chilled beam annual inspection?: Coil vacuumed lightly instead of cleaned through, so induced airflow and capacity never fully come back. Dewpoint or condensation interlock never exercised, and it fails to close the valve the first humid day the door stays open.
Can I use this checklist in RTI?: Yes. Start a free RTI workspace, build this list as a checklist, and the Photo Gate holds the submit button until every mandatory item is answered and its photos are attached. Approved inspections roll into a branded turnover package with a tamper evident audit trail.

Related checklists

Active chilled beam QuarterlyActive chilled beam quarterly maintenance checklistCoil, nozzles, primary air and condensation risk checked on the quarterly round15 items12 photos

Run it with the Photo Gate

A checklist nobody can submit half-finished

Load this list into RTI, stick a QR tag on the area it covers, and the submit button stays locked until every mandatory item is answered and the 11 required photos exist. Approved walks roll into a branded turnover package with a tamper evident record behind every line.