SOP - Fan Coil Unit

Standard Operating Procedure – Fan Coil Unit
Standard Operating Procedure
Fan Coil Unit
Doc.ID: SF-FM-SOP-HVA-FCU-001
© SAFARI 2023
Approved: Deputy General Manager -
Name: Naif Al Moammar Date: 30-Jan-2023 Next Review: 30-Jan- 2024
FM
Doc. Owner: FM Department Doc. ID: SF-FM-SOP-HVA-FCU-001 Revision: 0 Page 1 of 27
 Prepare and Review
Action Reviewer - Name and Role
Benjie Legaspe
Prepared by
Hard Service Manager - FM
Krishna Arumugam
Technical review by
Mobilization Manager - FM
 Approval
Action Approval - Name and Role Signature
Naif Al Moammar
Approved by
Deputy General Manager - FM
 Revision History
Revision Description Date
0 New Document 30-Jan-2023
 Document Restriction Level
Restricted Document
Unrestricted Document YES
NO
 Restricted Circulation List
ID Party Name
1 Safari FM Project-Consultant/Client Senior Executive Management
2 Safari Facility Management Project Site Operation Team
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Table of Content
OVERVIEW…………………………………………………………………………………………………………………………………………………4
Purpose.................................................................................................................................................... 4
Scope........................................................................................................................................................ 4
Safety Requirements:................................................................................................................................ 4
Emergency Procedures.............................................................................................................................. 6
LOTO Procedures................................................................................................................................. 7
Permit To Work Procedure........................................................................................................................ 7
Work Order Procedure.............................................................................................................................. 8
Recommended Tools List......................................................................................................................... 10
EQUIPMENT OVERVIEW………………………………………………………………………………………………………………………………11
Fan Coil Unit- Overview........................................................................................................................... 11
Equipment Description............................................................................................................................ 11
FAN COIL UNIT SYSTEM........................................................................................................................... 12
Ducting Connection................................................................................................................................. 12
FCU Panel............................................................................................................................................... 13
Types of FCU Operation........................................................................................................................... 14
EQUIPMENT DESCRIPTION....................................................................................................................... 14
OPERATING PROCEDURES………………………………………………………………………………………………………………….16
Start-up.................................................................................................................................................. 16
Unit in Operation.................................................................................................................................... 16
Shut-down.............................................................................................................................................. 18
MAINTENANCE INSTRUCTIONS…………………………………………………………………………………………………………..18
MAINTENANCE HAZARD.......................................................................................................................... 18
MAINTENANCE PROCEDURE.................................................................................................................... 19
PREVENTIVE MAINTENANCE GUIDELINES................................................................................................ 23
ABBREVIATIONS………………………………………………………………………………………………………………………………………….26
DEFINITION OF TERMS………………………………………………………………………………………………………………………………..26
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OVERVIEW
Purpose
The purpose of this document is to define the standards operating procedure, maintenance instruction of Fan Coil Unit
of HVAC system in the project ensuring service delivery as per contracts requirements.
Scope
This procedure applies to all Fan Coil Unit assets mention in the contract as per OEM recommendation
Safety Requirements:
 Authorization and permit to work must be obtain before starting the activities.
 Tools and necessary equipment’s including safety procedure and signages must be prepare.
 Ensure safety precautions and instruction to be followed
1) The is safety of persons working with plant and equipment should be taken into account at all times as well as
the environment in which it is situated. This a fundamental part of good maintenance practice.
2) Prior to carrying out tasks 'Risk Assessments' must be produced and where it is identified 'Method
Statements' for safe working must also be produced. Due to the nature of some tasks the activity may require
a 'Permit to Work' as well as a 'Method Statement'. This will ensure a safe system of working will be adopted
prior to work commencing.
3) There are a number of different types of tasks that require specific training and registration with a designated
registered body. Any enterprise or person working must ensure they are competent to do so and that they
have the correct accreditation and/or registration appertaining to the works being undertaken - appropriate to
the country or region where the work is being carried out.
4) All maintenance tasks required to carry out maintenance of a piece of equipment. All statutory requirements
and safety practices must be adhered to in respect to the method of completing the task and the requirements
of the specific Acts, Regulations, Standards and Guidance Notes currently in force and applicable where the
work is being carried out.
5) Points to Consider during Works activities
a) Asbestos - Check for asbestos-containing material prior to dismantling any equipment; if any asbestos is
found or suspected STOP WORK and close off the area. In accordance with safe working practice, have a
sample of the suspected material certified as safe before any works can re-start; if asbestos is identified, take
actions in accordance with the current and applicable Asbestos Regulations.
b) Carbon Monoxide (CO) - Undetected CO is poisonous, life threatening and also causes energy waste.
Flames should be bluish in color and burn in a stable manner. Correct combustion entails the adequate mixing
of the fuel with air to ensure that the fuel is completely burnt without producing excessive smoke or diluting the
combustion gases with excess air both of which cause energy wastage. With all fossil fuels, insufficient air
produces carbon monoxide, a safety and health hazard, as undetected CO is poisonous and could be fatal.
NB: Where a living accommodation exists within or as part of a commercial estate or in domestic premises.
c) Ceiling Voids - Some maintenance tasks will involve working in voids above suspended ceilings.
Maintenance Schedule contains recommendations on safely accessing ceiling voids to avoid damage or
injury.
d) Confined Spaces - A 'Risk Assessment' and 'Method Statement' must be undertaken in accordance with the
Confined Spaces Regulations before entering any confined space such as a hopper, flue chamber or boiler to
ensure that there is adequate ventilation and an absence of any fumes or flue gases. Great care must be
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taken when entering brick or concrete drainage pits because of the possible presence of harmful gases. They
must be vented to ensure the chamber cannot be pressurized over 0.1 bar g. (1.5 psig). Where entry into
confined spaces is necessary, compliance is required with Guidance note L101 - Safe work in confined
spaces approved code of practice, regulations and guidance. - Work in confined spaces. Staff training must be
up to date including the possibility of using breathing apparatus in some areas.
e) COSHH - The Building's Health and Safety file will normally define any such likely or known hazards in
accordance with COSHH Regulations and contractors have a duty to satisfy themselves that hazards are
known and accounted for. Specific risk assessments should be carried out and particular method statements
provided to deal with hazardous contamination. NB: Other personnel on site (Cleaners, Ground Maintenance
etc.) may also be using COSHH materials on the same site.
f) Electrical Equipment - All electrical equipment should be capable of local isolation in accordance with the
regulations of the Saudi Building Code. All electrical equipment should be safely isolated, and where
necessary locked off, before any maintenance work is undertaken, especially where the equipment is remote
to the isolation point. There are also stringent requirements and guidance in the Electricity at Work
Regulations, and of particular importance – “Means of cutting off the supply and for isolation”. In this
Regulation, isolation means the disconnection and separation of the electrical equipment from every source of
electrical energy in such a way that this disconnection and separation is secure. The word ‘secure’ is
specifically mentioned in the Electricity at Work Regulations and requires the means of isolation to be such
that it is not likely to fail, become loose, etc. by the action of vibration, mechanical shock or knocks, or be
accidentally or inadvertently operated. Padlocking is a widely used means, with clear labelling and warning
notices.
g) Permits to Work - Depending on the Establishment, a Permit to Work system may be in operation. The
Authorized Person should be approached for the issue of the permit before the commencement of any
maintenance or remedial works. The permit system may require the maintenance Engineer to undertake
additional training to satisfy the Establishment's requirements for Competent Person roles.
h) Personal Protective Equipment (PPE) - The appropriate PPE will be detailed in the 'Method Statement' and
it is important to ensure that all necessary PPE is worn at all times during any maintenance works. All PPE
must be selected by a competent person as suitable for the purpose and must fit the individual operative
properly (Health & Safety (PPE) Regulations).
i) Reports and Worksheets - Reports should be signed by the servicing engineer and the client/responsible
person/client's representative. Premature failure of the plant will result if a satisfactory service is not carried
out. Depending on the nature/urgency of the fault and the type of premises the report may be verbal.
j) Waste – Ensure that any waste as a result of maintenance works is correctly disposed of. This will include
ensuring that any necessary storage requirements are met. It should also be noted that some used panel and
bag filters could be classed as hazardous waste and Waste Disposal Licensing Regulations may apply.
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List of PPE’s
Emergency Procedures
Procedures for staff and operation team to follow in an emergency should include:
 raising the alarm and informing the public

 onsite emergency response, ie use of fire extinguishers
 summoning the emergency services and continuing to liaise with them
 crowd management, including evacuation, where necessary
 evacuation of people with disabilities
 traffic management, including emergency vehicles
 incident control
 providing first aid and medical assistance
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LOTO Procedures
The specific actions for applying LOTO will differ from equipment to equipment, and from facility to facility. The
general LOTO procedure should follow a basic step process.
1. Prepare for Shutdown
A. Notify affected employees that maintenance will be performed under LOTO. The authorized employee
should review the hazards and LOTO procedures for the equipment that will be serviced.
2. Shutdown Equipment
B. The authorized employee will shut down the equipment following company and/or manufacturer’s
requirements.
3. Isolate Equipment
C. Isolate the equipment from the hazardous energy sources using the equipment specific LOTO
procedure.
4. Place Locks and Tags
D. Locks and/or tags should be placed on valves, breakers/electrical disconnects, blank flanges, and any
other point called out on the equipment specific LOTO procedure.
5. Release/Block Stored Energy
E. Release stored energy from the stored energy hazards identified in the LOTO procedure, such as
releasing springs, blocking elevated parts that could drop, stopping moving parts, draining fluids, venting
gases, etc.
6. Verify Equipment Isolation
F. Confirm that workers are clear from the area, locking devices are securely in place, and that the
equipment is isolated. Once this is done, attempt a normal startup to confirm that the equipment does not
start.
Maintenance and service workers are exposed to significant hazards when performing their work. To ensure their
safety, it is essential that LOTO procedures are developed and followed.
Permit To Work Procedure
Permits to work are special authorization documentation that ensures adequate risk has been accessed for the
process and a level of control has been put in place to reduce the severity, likelihood, and potential of an incident
occurring.
The permit receiver is responsible to ensure that the work area is put in a safe and tidy state whenever they or their
team leave the work area. When the work is complete the permit receiver should review the work with the permit
issuer as part of the work permit closure
Monitoring records should be archived on site and reviewed during periodic permit-to-work audits. Permit-to-work
systems should be reviewed regularly to assess their effectiveness. This review should include leading and lagging
indicators and specific incidents that could relate to inadequate control of work activity.
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Type of Permit to Work
Work Order Procedure
Reactive Work Order Procedure in CAFM:
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Planned Maintenance Work Order Procedure in CAFM:
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Recommended Tools List
HVAC - Maintenance Department Tools Description Unit

Wrench Ratchet, Refrigeration 1/4" - 3/16" Set
Wrench Ratchet, Refrigeration 3/8" - 5/16" Set
Wrench , Flare Nut Set
Flaring Tool Kit Inch & mm Set
Tubing Flaring, Proto 351 Ea.
Tube Cutter 1/8"-1 1/8" Ea.
Tube Cutter 1/4"-2 1/2" Ea.
Pipe Cutter Ea.
Copper Pipe Bender Ea.
Spark Lighter Triple Flint Ea.
Infrared Thermometer Fluke 62 Max Ea.
Digital Probe Thermometer Fluke 51 II Handheld Ea.
Single Cylinder Trolley Ea.
Double Cylinder Trolley Ea.
Allen Key Set 9 Pcs/Set, Inch Set
Allen Key Set 9 Pcs/Set, mm Set
Clamp Meter 300A, 660V KORIYASU 2608 Ea.
Crimping Tool for Cable 6 mm to 10 mm Set
Data Line Crimping Tool Ea.
Data Line Tester Ea.
Empty Tool Box w/pad lock, Metal, 5 Compartments Ea.
Feeler Gauge, 25blade Ea.
LAN Tester Ea.
Multi Meter AC/DC 600V, Sanwa XY360 TRD/F Ea.
Multi Meter, Digital AC/DC 1000V, 20amp Ea.
Multi-Purpose Cutter (Straight) Ea.
Nut Driver Set Inch, (Insulated) Set
Plier Combination Ea.
Plier Universal Ea.
Plier, Side Cutter Ea.
Saw, Hand, Heavy Duty, 18" Set
Screwdriver Set Precision Set
Silicone Gun Ea.
Soldering Iron 65W 230V Set
Thermometer Ea.
Torch Light (Rechargeable) Ea.
Utility Knife Ea.
Vise Grip 10" (USA) Ea.
Wood File Set 6", Flat-Needle-Half Round Ea.
Work Lamp 22W, Magnifying Ea.
Wrench Combination 8-19mm, 8 Pcs/Set Set
Wrench Pipe Ea.
Wrench, Adjustable Ea.
Gloves, Electrician, Insulated Pair
Hard Hand Brush, Carbon Steel Ea.
Hard Hand Brush, Stainless Steel Ea.
Lead Solder Ea.
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EQUIPMENT OVERVIEW
Fan Coil Unit- Overview
Fan Coil unit that was designed & built for optimum performance. However, it is required that you become well
knowledgeable about the good practices for the proper installation/operation/and maintenance procedures in order
to ensure a safe trouble-free operation, year after year.
Most of the procedures described in this manual require certain skills and experience. The installation and other
maintenance procedures should be performed only by highly skilled and experienced technicians. The end user’s
role should be limited to the cleaning of the filter.
Equipment Description
Types of Fan Coil Units:

1. Ceiling Mounted
 Ducted Type (as shown in Fig. 1)
 Recessed Typed (as shown in Fig. 2)
2. Floor Mounted (as shown in Fig. 3)
Fig. 1 (Ducted Type FCU) Fig. 2 (Recessed Type FCU)
Fig. 3 (Floor Mounted FCU)

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FAN COIL UNIT SYSTEM
Ducting Connection
Two types of FCU duct connection:

1. Ducted Type
2. Recessed Type
Chilled Water Connection
The FCU chilled water connection (as shown below Fig. 4) typical details and components:
LEGEND:
1 Gate Valve
2 Motorized Control Valve
3 Strainer
4 Balancing Valve
5 Flexible Connector
6 Air vent
7 Di-electric Union
8 Test Point
9 Union
Fig. 4 (FCU Hook-up Details)
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Power and BMS wiring connection

In Fig. 5 showing the FCU typical power and BMS wiring
Fig. 5 (FCU Power and BMS wiring connection
FCU Panel
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Types of FCU Operation
Four types of Fan Coil Unit Sequence of Operation:
1. Fan Coil Unit Type-1 (FCU with one Thermostat).
FCU operation will depend from on and off position of fan speed switched on the Thermostat:
The FCU fan speed can be operated in “auto” mode position or fixed speed (low, medium, high) on
the Thermostat.
In “auto” position, the fan speed varies (low, medium, high) based on cooling required and the
corresponding chilled water motorized valve will modulate the opening percentage of chilled water to
maintain the room temperature.
If the fan speed is on low, medium, high position, the FCU Panel will run the FCU on Low, Medium,
High speed respectively. The Chilled water control is based on the flow rate which can be controlled
by solenoid valve through BMS (To Control the chilled water flow rate from BMS.
Default speed position is on medium speed.

2. Fan Coil Unit Type-2 (FCU with two Thermostat).
The Type-2 FCU sequence is similar to Type-1 FCU however the room temperature will be set from
BMS (To set room temperature from BMS.The FCU Panel will compare the average room
temperature set from BMS System and modulate the chilled water valve to maintain the room
temperature.
3. Fan Coil Unit Type-3 (FCU with Duct sensor temperature)
The Fan Coil Unit is fully operated from BMS.
The temperature duct sensor installed in return duct will send signal to FCU Panel to compare the
room temperature set point set from BMS and modulate the chilled water motorized valve to
maintain the room temperature.
4. Fan Coil Unit Type-4 (FCU with Thermostat)
The Fan Coil Unit is fully operated from BMS.
The Thermostat Controller installed in the return space above ceiling send signal to FCU controller
to compare the room temperature set point set from BMS and modulate the chilled water motorized
valve to maintain the room temperature.
EQUIPMENT DESCRIPTION
The main components in the Fan Coil Unit are as stated below (see Fig. 10 & Fig. 11):
1. Fan
- Powered machine used to create a flow of air.

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2. Cooling Coils
- A coiled arrangement of pipe or tubing for the transfer of heat between two fluids.
3. Air Filter
- Accessories attached in FCU to removes particles and impurities from air to improve
the quality of circulating air.
Fig.10 (Fan Coil Unit Components
FA
N
COOLING COIL
AIR FILTER
Fig.11 (Floor Mounted Fan Coil Unit

Components)
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OPERATING PROCEDURES
Start-up
 Open all chilled water isolation valves.

 Check all filters are in place.
Unit in Operation
Follow the safety precautions while Fan Coil Unit start-up and during normal operation.
1) The Fan Coil Units with Thermostat (as shown in Fig. 12 & Fig. 13, Fig. 12
showing the display while in operation while Fig. 13 showing the starting
display of thermostat.) the unit operated by pressing the FCU fan speed in
“Auto” position or pressing the fan speed in 1, 2, 3 (Low, Medium, High).
Fig. 12 (Thermostat) Fig. 13 (LCD Display)
Note:
1. All MFSD and Motorized Valve associated with Fan Coil Units are automatically operated by
BMS.
2. All MFSD serving rooms equipped with NOVEC will be closed during fire scenario.
CONTROLS & SEQUENCE OF OPERATION
The operation of the air conditioning unit is controlled by a 24VAC electronic control board. All the
contactors are operated by the 24V circuit, including the thermostat.
Mode:
Select the desired mode of operation by

continuous pressing of the MODE
button:
© SAFARI 2023
Approved: Deputy General Date: 30-Jan-
Name: Naif Al Moammar Next Review: 30-Jan- 2024
Manager - FM 2023
Doc. ID: SF-FM-SOP-HVA-FCU-
Doc. Owner: FM Department Revision: 0 Page 16 of 27
001
Controls cooling system only (the

word COOL will display for 5 seconds).
Controls heating system only (the
word HEAT will display for 5 seconds).
HEAT/COOL - Controls both

systems automatically (the word AUTO
will display for 5 seconds).
OFF - Systems will not operate. 24 V
(C)
24VAC
R Line
2nd
Voltage
Y2 stage
Cooling: L Y1
Cooling
I 1st
G G stage
Select the temperature you want your H
T Cooling
W1
cooling system to maintain by pressing
and holding the COOLING button
under the or symbols until the LED 1 Clogged Filter *
desired temperature is displayed. The
Compressor Fault
control setpoint temperature is
Field
displayed for 5 seconds.
Heating:
Select the temperature you want your heating system to maintain by pressing and holding the
HEATING button under the or symbols until the desired temperature is displayed. The
control setpoint temperature is displayed for 5 seconds.
Fan:
The fan will be energized automatically when the systems are operating but no indication of this on
the display. To select continuous fan operation, press the FAN button and the display will show
. This is recommended for electronic air cleaners and continuous ventilation requirements.
Off
When the word OFF is displayed the heating and cooling systems will not operate. Avoid using the
OFF mode during extremely cold weather to prevent damage from freezing.
Auto:
Selecting this mode of operation will control both heating and cooling systems. The thermostat will
automatically switch from one to the other as determined by the selected temperatures in heating
and cooling.
NOTE: The thermostat always maintains a minimum 20F (10C) difference or dead band between the
heating and cooling setpoints.
Celsius/Fahrenheit
Simultaneously press arrow down and up to switch Celsius and Fahrenheit temperature display
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Shut-down
For Shut-Down operation of FCU’s, it depends on the type of Thermostat
1) The Fan Coil Units with Thermostat will be operated on the wall module to
switch OFF the unit by pressing the FCU fan speed in “zero”.
2) The Fan Coil Units with different type of Thermostat will be fully operated
from BMS to Switch OFF the unit.
MAINTENANCE INSTRUCTIONS
Periodic inspection not only extends the service life of the system but also serves to ensure safe
operation. Be sure to conduct inspections and maintenance schedule. The maintenance schedule
shows the standard service intervals. If you notice any abnormalities make sure to conduct the
inspection and maintenance work, regardless of recommended service intervals.
Regular maintenance and inspections are essential, if inconvenient and costly

breakdowns are to be avoided. Although there is no way to guarantee the possibility
of breakdown, with regular and detailed inspections together with a preventive
maintenance program, the likelihood of such an occurrence can be greatly reduced.
As above stated, the correct maintenance program will also ensure that the individual
plant is running at maximum efficiency at all times. This will also extend plant life due
to the continual monitoring of wear and changes that the systems undergo during their
operating period and life. The maintenance program will provide anticipated and
continuous corrective action to avert and minimize deterioration.
MAINTENANCE HAZARD
Make sure to follow the Hazards Symbols, Warnings, cautions and notes given.
Disconnect all electrical power before servicing unit. Electrical shock will cause severe injury or death.
Personal injury hazard. Wear protective gloves to avoid possible cuts and
abrasions from exposed edges. Avoid contact with sharp edges.
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Cleaning agents may cause serious damage to internal components, such as aluminium coils and
electronic controls, etc. Do not operate fan coil while building maintenance cleaning agent are in
use.
MAINTENANCE PROCEDURE
Filter Cleaning and Changes
Filters needs to be check and clean

regularly. Filter cleaning can be done
by using compressed air through the
filter (as shown in Fig. 16).
Fig. 16 (Filter Cleaning)

Remove access panel, slide filter out of filter rack, and clean as follows:
Tap filter on solid surface to dislodge heavy particles. Wash under stream of hot water. If filter has
been put to exceptional service, a mild solution of Sal-Soda, Tri-Sodium Phosphate or any other
commercial solvent can be used. Set filter on end with slots in frame down, which allows it to drain.
Filters should dry thoroughly before reuse.
Dirty Air Filter may cause following serious issues of performance of the unit:
1. Reduce air flow
2. Generate increased energy consumption
3. Contribute unhealthy air
4. Inadequate cooling
REPLACEMENT PARTS
When writing for replacement parts, refer to model number and serial number on the nameplate of the
unit.
DRAIN PIPE
Drain pipe should be checked before summer operation of unit. If it is clogged, steps should be
taken to clear the debris so that condensate will flow out easily. A standard pipe cleaner for 1/2" ID
pipe may be used. Periodic checks of the drain pipe should be taken during summer operation, as
there is a possibility of it becoming clogged with dirt.
Coil Cleaning
Coils may be cleaned in-place by removing the motor/blower assemblies and brushing the
entering air face with a soft brush. Do not brush perpendicular to the fun orientation, damage
may occur. Brushing should be followed by blowing air through the fins with a vacuum
cleaner from the leaving air side then removing all debris with vacuum.
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Cleaning Condensate Drain Pans

If condensate drain pans are not clean regularly, sludge will build-up and it will clog the opening
connection of the condensate drain pipe (as shown in Fig. 18). This may cause leaking and damage
the ceiling if the unit installed under ceiling.
Fig. 18 (FCU Condensate Drain Pan)
Cleaning Fan
Dirt and dust should not be allowed to accumulate on the blower wheels or housing.
Excessive debris can result in an unbalanced blower wheel condition which can
damage the wheel and/or motor.
ROUTINE/PREVENTIVE MAINTENANCE
Clean the thermostat box with a dry soft cloth.

Remove the filter by either:
a) Swinging away the knuckles on top of the filter rack then lifting the filter from the lower rack.
b) Swinging away the knuckles on top of the filter rack then sliding the filter sideways.
c) Clean the filter by a jet of air in the reverse return air direction.
d) Inspect the condensate pipe for clogging.
SAFETY INSTRUCTIONS
Warning: Before you attend to any routine maintenance, make sure that the electrical
power is disconnected.
Avoid spilling any liquid on the thermostat

Always allow for 1 to 2 minutes before activating different commands.
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SERVICING INSTRUCTIONS
Note:
1) Required indoor unit access clearances are shown as hatched area.
2) Free service access should be available from the bottom of the unit for removing & servicing the
blower/motor deck.
3) Servicing instructions:
a) Remove the bottom panel.
b) Support the blower deck while unscrewing the 4-blower deck holding bolts and bring down the
blower deck.
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TROUBLESHOOTING - FCUs
This table will provide the service people with basic outline and guidance about the most common
problems they might face, their corresponding symptoms, and the recommended action(s).
CAUTION OF SAFETY:
Disconnect all the mains supply to the unit. Check for proper power supply connections. Check for
proper grounding of the unit. Make sure there is no short circuit of the power supplies. With these
basic checks, you can proceed to trouble shoot the unit. Switch ON the power to the Unit.
PROBLEM SYMPTOMS POSSIBLE CAUSES RECOMMENDATION
Electrical power not connected Check the power supply
Unit not running No air delivery Airflow switches open or defective Repair or replace
Broken belt/Defective motor Replace
Normal operating Undersized unit Check the load calculation

parameters
Dirty coil Clean coil

Low cooling capacity
Dirty or clogged filters Clean or replace
Reduced airflow
Loose belt Adjust the tension
Faulty drive selection Check and reselect
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PREVENTIVE MAINTENANCE GUIDELINES
Preventive maintenance is predetermined work performed to a schedule with the

aim of preventing the wear and tear or sudden failure of equipment components.
Preventive maintenance helps to:
1. Protect assets and prolong the useful life of production equipment.

2. Improve system reliability and efficiency.
3. Decrease cost of replacement.
4. Decreases system downtime.
5. Reduce injury
DESCRIPTIO D W M B Q S A T
N
Filter Cleaning (MERV 8) √
Filter Cleaning (MERV 13) √
Filter Change (MERV 8) √
Filter Change (MERV 13) √
Cleaning Fan √
Inspect and clean the condensate drain pan √
Check and clean the coil √
Check and clean blower √
Clean and tighten all wiring connections √
LEGEND
D W M B Q S A T
Daily Weekly Monthly Bi-monthly Quarterly Every Annually Every
Six Two
Months Years
SPARE PART LIST

Spare Part List
SN DESCRIPTION
1 FAN DECK ASSEMBLY
2 BLOWER MOTOR
3 BLOWER WHEEL
4 VALVE PACKAGE (3C)
5 VALVE PACKAGE (3D)
6 RETURN AIR FILTERS
7 THERMOSTAT
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8 BLOWER MOTOR
9 BLOWER WHEEL
10 BLOWER MOTOR CONTACTOR
11 AIRFLOW SWITCH
PERIODIC MAINTENANCE:
A systematic Periodic Maintenance will reduce the possibility of unsuspected breakdowns and will
definitely minimize the outage process. The following is a list of recommended checks and
actions to be conducted at regular intervals for smooth, reliable operation.
WEEKLY:
a) Listen to abnormal sounds. Stop the unit and rectify immediately

b) Check the condition of the filters. Clean or replace as necessary.
c) Check the general operating parameters (Temperature in & Out, CFM, Amps, etc.).
MONTHLY:
a) Check the condition of Fan belt. Replace if frayed or worn.

b) Check the Fan belt for proper tension.
c) Ensure the alignment of the pulleys. Secure them in position.
d) Inspect the motor and fan shaft bearing for signs of wear and/or lubricant leaks. Repair
accordingly.
e) Check the condensate drain system for clogging. Clear and clean.
f) Check the condition of electrical contacts of all contactors, relays, starters, and control.
Clean or replace as necessary.
MAINTENANCE PROCEDURES
Filter Cleaning/Replacement:
If the filter is of the throw-away type (synthetic media), then it is recommended to replace it every
month (depending on the operating conditions and the return air cleanliness).
If it is of the Aluminum, permanent type, then it is recommended to take it out and rinse it with clean
water then leave to completely dry in the sun before installing it again.
Belt Tensioning:
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Once the variable pulley has been set to the desired speed (check CFM Adjustment), then the
belt tension has to be checked and adjusted if necessary.
Basically, the belt should not be over tightened as it can damage the motor, nor to be loose as it can
reduce the performance of the blower.
To check for proper tension, push the belt from the center distance between the two pulleys with
the thumb. It should not sag for more than 1 cm.
To adjust the tension, you have to tighten or loosen the Quick Arm Adjustment screw to move
the whole blower motor assembly back or forth at will.
Caution: make sure to securely tighten the retaining nuts of the Quick Arm
Adjustment shaft once you are done with the adjustment of the belt tension.
Motor Replacement:
All the motors are equipped with self-lubricated bearings intended for lifetime continuous
operation.
However, and if it is required to change the motor (different selection, different requirement, etc.),
then the special arrangement for the Blower Motor Assembly will make the motor replacement a
straightforward job following those simple steps:
a) Disconnect the power supply to the unit.

b) Open the side access panel.
c) Remove the motor cables from the contactor’s terminals.
d) Loosen the belt tension (Refer to “Belt Tensioning” above).
e) Free the belt(s) from the adjustable drive pulley.
f) Loosen the four (4) bolt/nut securing the legs of the motor to the Mounting Plate and slide the
motor out.
For mounting the new motor, proceed in the reverse order.
For units with Direct Drive Blower Fan, steps “c” through “e” will be simply read as “loosen the
three nuts of the motor holding arms and slide out the motor”.
Caution: Every time you change the motor, you have to verify the motor for right
direction of rotation (proper sequence of electrical phases) to secure the cable
connection, the motor mounting nuts and the Quick Arm Adjustment retaining nuts.
The belt tensioning and pulleys alignment have to be observed.
CFM Adjustment:
© SAFARI 2023
Manager - FM 2023
001
Every Motor/Drive can operate in a 20% plus or minus bracket of the rated CFM through the
adjustment of the adjustable drive pulley and/or the selection of different Motor/Drive arrangement.
The drive pulley pitch diameter can be adjusted by:
a) Using an Allen Key, loosen the corresponding screw.

b) Rotate the outer sheave (disc) of the pulley clockwise to increase the speed, and counter clockwise to
reduce the speed as desired.
c) Adjust the belt tension and secure the Allen Key screw in position.
ABBREVIATIONS
1 “AHU” – Air Handling Unit
2 FCU – Fan Coil Unit
3 “BMS” – Building Management System
4 “CAV” – Constant Air Volume
5 “°C” – Degrees Centigrade
6 “DCP” – District Cooling Plant
7 “FAHU” – Fresh Air Handling Unit
8 “KW” – Kilo Watt
9 “l/s” – Litres per seconds
10 “MCC” – Motor Control Center
11 “MFSD” – Motorized Fire Smoke Damper
12 “Ph” - Phase
13 “VAV” – Variable Air Volume
14 “VFD” – Variable Frequency Drive
15 “V” - Voltage
© SAFARI 2023
Manager - FM 2023
001
DEFINITION OF TERMS
Term Definition
Company Safari Company

It includes clients, suppliers, subcontractors, media and government
Interested Parties
agencies.
any kind of communication to exchange information within the
Internal Communication
organization.
written, electronic correspondence, telephonic conversation and oral
External Communication
discussion or meeting with interested parties.
© SAFARI 2023
Manager - FM 2023
001

SOP - Fan Coil Unit

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SOP - Fan Coil Unit

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Standard Operating Procedure – Fan Coil Unit

Standard Operating Procedure

Fan Coil Unit

 Prepare and Review

Action Reviewer - Name and Role

Action Approval - Name and Role Signature

Revision Description Date

0 New Document 30-Jan-2023

 Document Restriction Level

 Restricted Circulation List

1 Safari FM Project-Consultant/Client Senior Executive Management

2 Safari Facility Management Project Site Operation Team

5) Points to Consider during Works activities

 raising the alarm and informing the public

Permit To Work Procedure

Type of Permit to Work

Work Order Procedure

Reactive Work Order Procedure in CAFM:

Planned Maintenance Work Order Procedure in CAFM:

Recommended Tools List

HVAC - Maintenance Department Tools Description Unit

Fan Coil Unit- Overview

Types of Fan Coil Units:

Fig. 1 (Ducted Type FCU) Fig. 2 (Recessed Type FCU)

Fig. 3 (Floor Mounted FCU)

FAN COIL UNIT SYSTEM

Two types of FCU duct connection:

Chilled Water Connection

Fig. 4 (FCU Hook-up Details)

Power and BMS wiring connection

Fig. 5 (FCU Power and BMS wiring connection

Types of FCU Operation

Four types of Fan Coil Unit Sequence of Operation:

1. Fan Coil Unit Type-1 (FCU with one Thermostat).

Default speed position is on medium speed.

The Fan Coil Unit is fully operated from BMS.

The Fan Coil Unit is fully operated from BMS.

- Powered machine used to create a flow of air.

Fig.10 (Fan Coil Unit Components

Fig.11 (Floor Mounted Fan Coil Unit

 Open all chilled water isolation valves.

Fig. 12 (Thermostat) Fig. 13 (LCD Display)

CONTROLS & SEQUENCE OF OPERATION

Select the desired mode of operation by

Controls cooling system only (the

HEAT/COOL - Controls both

For Shut-Down operation of FCU’s, it depends on the type of Thermostat

Regular maintenance and inspections are essential, if inconvenient and costly

Filter Cleaning and Changes

Filters needs to be check and clean

Fig. 16 (Filter Cleaning)

Cleaning Condensate Drain Pans

Fig. 18 (FCU Condensate Drain Pan)

Clean the thermostat box with a dry soft cloth.

Avoid spilling any liquid on the thermostat

PROBLEM SYMPTOMS POSSIBLE CAUSES RECOMMENDATION

Electrical power not connected Check the power supply

Broken belt/Defective motor Replace

Normal operating Undersized unit Check the load calculation

Dirty coil Clean coil

Loose belt Adjust the tension

Faulty drive selection Check and reselect

PREVENTIVE MAINTENANCE GUIDELINES