Free HVAC Scope of Work Template

HVAC Scope of Work

I. Introduction

Routine maintenance of HVAC systems is essential for ensuring optimal performance and longevity. This Scope of Work outlines the necessary tasks and responsibilities associated with the regular upkeep of HVAC systems to enhance efficiency, reduce downtime, and extend the lifespan of the equipment.

II. Prepared By

  • Prepared by: [YOUR NAME]

  • Email: [YOUR EMAIL]

  • Company Name: [YOUR COMPANY NAME]

  • Company Number: [YOUR COMPANY NUMBER]

  • Company Address: [YOUR COMPANY ADDRESS]

  • Company Website: [YOUR COMPANY WEBSITE]

  • Company Social Media: [YOUR COMPANY SOCIAL MEDIA]

III. Scope of Work

A. Objectives

The primary objectives of this routine maintenance are to:

  • Ensure the HVAC system operates at peak efficiency.

  • Prevent potential breakdowns and costly repairs.

  • Maintain compliance with industry standards and regulations.

B. Maintenance Tasks

The following routine maintenance tasks will be conducted on a bi-annual basis:

Task

Description

Frequency

Start Date

Completion Date

Filter Replacement

Replace air filters to improve air quality

Every 6 months

June 1, 2050

June 15, 2050

Coil Cleaning

Clean evaporator and condenser coils

Every 6 months

June 16, 2050

June 30, 2050

System Inspection

Comprehensive inspection of HVAC components

Every 6 months

July 1, 2050

July 15, 2050

Refrigerant Check

Inspect refrigerant levels and pressure

Every 6 months

July 16, 2050

July 31, 2050

Duct Inspection

Assess ductwork for leaks and blockages

Every 6 months

August 1, 2050

August 15, 2050

Thermostat Calibration

Check and calibrate thermostat settings

Every 6 months

August 16, 2050

August 30, 2050

Electrical Check

Inspect electrical connections and components

Every 6 months

September 1, 2050

September 15, 2050

Safety Review

Conduct safety checks on all equipment

Every 6 months

September 16, 2050

September 30, 2050

Documentation Update

Record maintenance activities and findings

Every 6 months

October 1, 2050

October 15, 2050

C. Responsibilities

[YOUR COMPANY NAME] will be responsible for the following:

  • Performing all maintenance tasks as scheduled.

  • Providing documentation of completed work.

  • Communicating any potential issues or recommendations to the client.

IV. Conclusion

In conclusion, the outlined HVAC routine maintenance Scope of Work ensures that all necessary tasks are performed to maintain system efficiency and reliability. By adhering to this plan, [YOUR COMPANY NAME] is committed to providing exceptional service and support to meet the client’s HVAC needs.

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