01
Define the cleaning scope
Provide system drawings or a component schedule where available. Identify duct routes, openings, equipment locations and the rooms served. Inspection should record reachable sections and the access work needed before a method and sequence are agreed. A visible opening does not establish access to the entire network.
- Air-duct and HVAC cleaning boundaries established from the actual system
- Accessible components identified during inspection
- Agreed work areas, protection and cleanup
02
Inspect the site and plan access
The building owner should identify who controls shutdown, isolation and return to operation. Record occupied areas that need protection, the approved work window and dependencies on maintenance or access contractors. Resolve those inputs before agreeing the cleaning sequence.
- System layout, access panels and reachable components
- Operating shutdown and isolation ownership
- Occupied areas and protection needed around the work
03
Agree equipment and treatment
Select inspection, removal and containment equipment against the inspected components and surroundings. The quotation should identify the proposed method and the sections it reaches. Mechanical repairs, balancing, replacement parts and opening new access points need separate agreement where relevant.
- Access and inspection tools appropriate to the system
- Agreed removal and containment equipment
- Cleaning tools selected for the inspected components
04
Confirm exclusions before approval
Resolve the following boundaries during scope review and record them in the quotation. They are points to agree for the actual site, rather than a substitute for the final contract terms.
- Mechanical repairs, balancing and replacement parts
- Unsupported air-quality, health or energy-saving guarantees
- Unapproved entry into inaccessible components or modification of the system
05
Prepare the quotation inputs
Send the location and task information below with the proposed work window. The reviewed quotation should identify included areas, equipment and supervision, access dependencies, commercial terms and information still needed. Prices and completion dates are agreed from the inspected scope.
- System drawings or component schedule if available
- Duct routes, access points and equipment locations
- Permitted shutdown windows and building operation
- Access height and isolation owner
06
Inspect completion and record exceptions
Handover should show the components reached, the inspection points checked and exceptions still requiring attention. Before-and-after evidence must refer to those actual points. Cleaning completion alone does not establish a health, air-quality or energy-saving outcome.
- Record of the components actually reached and cleaned
- Before/after inspection evidence for agreed points
- Exceptions requiring separate maintenance or additional access
07
Separate cleaning assignments from building technical authority
Define the cleaning team’s duties against the component schedule agreed during inspection. Identify the supervisor recording work and the building representative coordinating the technical owners. Keep cleaning assignments distinguishable from shutdown, isolation, access modification and return-to-operation decisions. The employer brief should name those decision owners rather than imply that every responsibility belongs to workers sent for cleaning.
Ask the response to explain the relevant task experience required for the proposed assignment and which component or access requirements remain unresolved. Review worker suitability against the actual duties and inspected system. A general HVAC title, equipment photograph or team quantity does not establish authority for mechanical maintenance or confirm access to the full duct network.
08
Schedule the team against confirmed component availability
Use component references and the rooms served to organise deployment stages. Record the permitted work window, receiving contact and dependencies on the building’s technical team or access contractor. Keep a component awaiting an employer decision separate from a component released for the agreed cleaning task. Confirm the current sequence with the supervisor when building operations change.
For work spanning several systems or periods, preserve the distinction between completed stages and stages awaiting access. Review any proposed change in resources against the available components and current approvals. More workers cannot resolve an unavailable access point or pending technical decision; record the dependency and its owner before revising the assignment.
09
Carry reached-component records into the next handover
Link each work entry and inspection observation to the agreed component reference. Record what was reached, what was cleaned and what needs further review without extending the statement to inaccessible sections. The receiving contact should be able to reconcile the team record with the actual inspection points and identify any separate maintenance dependency.
For a later visit or changed team, carry forward unresolved references, current access status and the next action owner. Agree changes to the cleaning scope and manpower allocation before restarting that stage. Keep cleaning completion separate from the technical owner’s operating decisions and from unsupported claims about health, air quality or energy performance.