Indiana WX Oil Furnace Inspection Guide Client: Job # : Address: Phone: Client Interview: Oil Dealer: Date of last service: Comments/Billing information: Standard Inspection / Clean and Tune Follow-up: Emergency / Furnace Replacement Fuel Type: # 1 oil # 2 oil Forced air? Y N Water Heater: Gas Oil Electric Is this a mobile home? Y N Is the Water Heater in the same CAZ as the furnace? Y N Is this the Final Inspection of a new furnace installation? Y N Describe appliance types, locations, venting configurations and BTUH input ratings: 1
Inspect entire fuel delivery system/s and oil filter/s Inspect entire vent system and barometric damper Inspect electrical system Determine if adequate combustion and ventilation air is available Unsafe / Leaks Unsafe Unsafe Confined space Repaired leaks/piping problems Filter added Repaired vent system problems Damper replaced Repaired electrical problems Document repairs in comments section As a good visual inspection of the heat exchanger is a difficult thing to do, the use of a combustion analyzer or reliable heat exchanger test kit is highly recommended. Fuel Delivery System: Operational shut-off valve/s? Oil filter present? Oil filter cartridge replaced? No Vent System: Operational barometric damper? N/A Operational shut-off switch? Electrical polarity correct? Appliance grounded? Total BTUH BTUH Volume of air needed: (BTUH/20) Cu.Ft. Volume available: (LxWxH) Cu. Ft. Combustion air work done by others Fuel Delivery System: Vent system: Electrical system: Proper amount of combustion and ventilation air provided Visually inspect the integrity of the heat exchanger Test kit used? Analyzer used? Change with blower on: % Crack or hole Fail Replace furnace Crack or hole in the heat exchanger? Replace furnace. *Continue and complete all other appropriate sections of this document* 2
Clean the heat exchanger and seal any openings where scavenger air may enter Service burner Cleaned, and openings sealed? Heat exchanger cleaned? No Nameplate input rating: BTUH Nozzle information: Replaced? No Size: GPH Spray angle: Deg. Pattern: Clean CAD cell eye: Clean and adjust electrodes: Clean burner blower wheel: Oil motor: (if needed) Inspect combustion chamber: Burner serviced? No - Burner serviced? No Inspect the thermostat and set the heat anticipator. Measure amperage Repair, replace or adjust. Measured amperage at the thermostat: Amps Heat anticipator reset? No N/A Heat anticipator setting: Amps N/A Inspect the duct system Problems Make necessary repairs - Any open returns? No Ducts sealed? No N/A Duct sealing performed by others Any open returns? No Ducts sealed? N/A Inspect the air filter Inspect the indoor A/C coil if there is one present Dirty or missing Dirty Clean or replace Replaced Clean A/C coil as necessary Filter clean and supported properly? Remote filter/filter grille? No Indoor A/C coil clean? Filter clean and supported properly? Return ducts sealed all the way back to the furnace if a remote filter/filter grille is used? Indoor A/C coil clean? 3
Inspect, clean and adjust direct drive or belt drive blower assembly Dirty Clean and service Blower assembly serviced? N/A No blower Blower assembly serviced? N/A No blower All vented combustion appliances are to be tested under Worst Case Depressurization conditions in the combustion appliance zone (CAZ). More than one CAZ requires more than one CAZ depressurization test. Blower speed increased? No Set-Up Furnace and water heater off? Furnace filter clean or removed? Exterior windows and doors closed? Fireplace or wood stove dampers closed? Clothes dryer and all exhaust fans on? (Exception: Do not run whole house fans) Interior doors closed? (Exception: Do not close doors to rooms with exhaust fans only - no supply ducts) Blower door exhausting 300 CFM fireplace flow? N/A CAZ Depressurization Test Gauge set-up to measure CAZ WRT outside? Is there a door from the interior to the CAZ? No Forced air furnace? No CAZ door: Open Closed Furnace Fan OFF Pa Pa Furnace Fan ON Pa Pa Water Heater Test Procedure Initial *Note: The water heater is always tested first. Does the water heater have a properly installed pressure and temperature relief valve? No Water temperature/adjusted? No Fire the water heater Was initial flow established in the vent? No Was there spillage after two minutes? No Draft pressure after five minutes: WC or Pa Carbon monoxide after five minutes: / PPM Worst Case set-up complete? Worst Case Depressurization measurement of the CAZ Pa Water Heater: T&P relief valve? Temp: Adjusted? No Establish flow in vent? Spillage? No Draft pressure: Carbon monoxide: / PPM Worst Case set-up complete? Fan Off: Open Pa Closed Pa Fan On: Open Pa Closed Pa Final Worst Case Depressurization measurement of the CAZ Pa Water Heater: T&P relief valve? Temp: Adjusted? No Establish flow in vent? Spillage? No Draft pressure: Carbon monoxide: / PPM 4
Note: Initial combustion safety testing must be completed. If it is found that the appliances will not work under Worst Case conditions, then continue testing and repair under normal operating conditions and document for the Wx in the Follow-up section of this guide. Calibrate analyzer and insert probe in the vent connector upstream of the barometric damper. Monitor the oxygen reading on start-up! A change in 02 greater than 1% validates a bad heat exchanger. Furnace Combustion Testing Procedure Initial Fire the furnace Change in 02 when blower comes on: % Did the operation of the heating appliance cause spillage or a reduction in draft at any other appliance? No N/A Pump pressure: (optional) PSIG Adjusted to: PSIG Steady state 02: % Steady state Stack Temperature - Subtract Combustion air temperature - To get Net Stack Temperature: Steady state Combustion efficiency: % Burner type: Retention head Non-Retention head Breech draft: WC or Pa Overfire draft: WC or Pa Outside air temperature: Smoke: # Carbon Monoxide: PPM Temperature rise: Supply minus Return: Not tested under Worst Case Furnace Steady state: 02 % Stack temp: Combustion air temp: Net stack temp: Combustion efficiency % Breech draft: Overfire draft: Outside air temp: Smoke: # Carbon monoxide: PPM Temperature rise: Furnace Steady state: 02 % Stack temp: Combustion air temp: Net stack temp: Combustion efficiency % Breech draft: Overfire draft: Outside air temp: Smoke: # Carbon monoxide: PPM Temperature rise: /adjustments Bad heat exchanger Perform a high temperature limit switch test on the appropriate appliances Did not work Repair or replace High temperature limit switch operational? Limit temperature: High temperature limit switch operational? 5
Test flame out safety control CAD cell relay Stack switch Fail Replace switch or control Flame out safety switch operational? Flame out safety switch operational? Measure the fan off temperature. Re-set as close to 90 deg. as possible Not Adjust or replace switch Fan off temperature: Fan off temperature: Deg. F. Perform client education Client education completed? Verify client education completed? : Date: Final : Date: Agency reviewer: Date: Additional comments: Revision date: 5/5/03 6
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