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Active chilled beam quarterly maintenance checklist

A quarterly active chilled beam round is short on purpose: it catches the wear items that fail between annual services. This checklist is sized for a tech with a phone. Every item says what to look at and the photo that proves the round happened. Work is commonly verified against IMC (mechanical code), manufacturer's published instructions. Confirm the edition your authority having jurisdiction has adopted.

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.

01

Access and isolation

  • Occupants told and furniture below the beam protected

    Occupants or site contact told before the face drops, desks, equipment and floor below covered with drop cloths, ceiling grid and face panel handled without damage.

    No photo
  • Beam control power isolated and tagged before the face drops

    Actuator and controller power isolated and tagged under the site's procedure; released with hands and tools clear for stroke and sensor checks, then isolated again.

02

Coil and water side

  • Perforated face and induction path vacuumed

    Room-side perforated face and the induction gap to the coil vacuumed, coil face brushed lightly along the fins, lint bagged, dust kept off the covered furniture.

  • Coil clean and control valve stroking correctly

    Coil face and fins clean, no lint mat, control valve modulating and seating fully, no weeping at connections.

  • Supply water temperature held above room dewpoint

    Chilled-water supply reset above the space dewpoint, no condensation on the coil, casing or connecting pipe insulation.

  • Coil hoses or pipe connections unstrained and insulated

    Flexible hoses or hard pipe to the coil not kinked, stretched or chafing, insulation and vapor seal closed up to the coil stubs, no bare cold metal left to sweat.

03

Nozzles and primary air

  • Induction nozzles clear and primary air proven

    Nozzles free of dust and lint, primary air plenum pressurized and delivering conditioned, dehumidified air, no whistling or blockage.

  • Primary air plenum pressure read against the balancing report

    Plenum static read at the beam's test port with a manometer and matched to the balancing report for this beam, a low or high reading traced to the duct or damper.

  • Induced airflow seen leaving the discharge slots

    Smoke pencil or tissue at the slots shows air thrown along the ceiling on each side, no dumping onto desks and no dead slot where a nozzle or coil section is blocked.

    No photo
  • Nozzle setting matched to the schedule on adjustable beams

    Where the beam has adjustable nozzles or a flow selector, the setting read and matched to the beam schedule or balancing report, any change recorded.

    No photo
04

Condensation and controls

  • No condensation and dewpoint/leak controls responding

    Beam, casing and ceiling dry, condensation or dewpoint sensor and any leak detector active, valve closing on a dewpoint alarm.

  • Room dewpoint worked out by hand and compared with the BAS

    Handheld temperature and humidity read in the room, dewpoint worked out and compared with the BAS dewpoint used for this zone, from a room sensor or the air handler.

  • Heating and cooling valves never open together on four-pipe beams

    On beams with a separate heating coil, the BAS and valve indicators show one valve shut while the other opens, no simultaneous heating and cooling at changeover.

    No photo
05

Return to service

  • Face panel closed, latched and seated flush in the grid

    Control power isolated again before hands go back in, hinged face swung up and latched or drop-out face re-hung on its retaining cables, seated flush, drop cloths lifted.

  • Tag removed, beam released to auto and findings logged

    Tag removed by whoever hung it, beam back under BAS control and cooling, plenum pressure, dewpoint reading and any condensation logged against the beam tag and room.

    No photo

What usually sends this back

The failures are almost always the evidence, not the work

  • Chilled-water valve stuck open or supply temperature running below the room dewpoint, so the coil sweats and stains the ceiling.
  • Induction nozzles or the coil face fouled with lint and dust, cutting induced airflow and letting output collapse.
  • Primary (conditioned) air off, throttled or undehumidified, removing the drying air the beam relies on to stay above dewpoint.

Verified against

Common questions

6 answers

What does this active chilled beam quarterly checklist cover?
15 items across 5 sections, covering access and isolation, coil and water side, nozzles and primary air, condensation and controls, 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 or controls tech on the quarterly round, working from a lift or ceiling access.
When in the schedule should this walk happen?
Every quarter, because beams run dewpoint-close by design and a little coil fouling or a failed valve is what turns a tuned unit into a dripping ceiling.
Why do these items ask for a photo?
10 of the 15 items call for photo evidence, 12 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 quarterly inspection?
Chilled-water valve stuck open or supply temperature running below the room dewpoint, so the coil sweats and stains the ceiling. Induction nozzles or the coil face fouled with lint and dust, cutting induced airflow and letting output collapse. Primary (conditioned) air off, throttled or undehumidified, removing the drying air the beam relies on to stay above dewpoint.
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.

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 12 required photos exist. Approved walks roll into a branded turnover package with a tamper evident record behind every line.

See all 508 checklists · 6741 items and 5984 photo requirements in total.