EMS Evaluation and Sign Off

• Audit Title

• Document No.

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

HVAC - Pre-Install

• WAIT ROOM TSTAT

• What is the current temperature at the original thermostat?

• What is the current cool set-point at the original thermostat?

• What is the current heat set-point at the original thermostat?

• What type of Thermostat is in the waiting room?

  Conventional Heat/Cool

  Heat Pump

  Two stage cool

  Other - please indicate below

• What has the stage settings been programmed to?

  Cool 1, Heat 1

  Cool 2, Heat 1

  Cool 1, Heat 2

  Cool 2, Heat 2

• What is the wait room cooling temperature prior to installation? (at vent)

• What is the wait room heating temperature prior to installation?(at vent)

• Second Stage Only

• What is the wait room 2nd stage cooling temperature prior to installation?(at vent)

• What is the wait room 2nd stage heating temperature prior to installation?(at vent)

• Please take photo of wait room tstat wiring.

  Media

• SHOWROOM TSTAT

• What type of Thermostat is in the Show room?

  Conventional Heat/Cool

  Heat Pump

  Two stage cool

  Other - please indicate below

• What has the stage settings been programmed to?

  Cool 1, Heat 1

  Cool 2, Heat 1

  Cool 1, Heat 2

  Cool 2, Heat 2

• What is the showroom cooling temperature prior to installation?(at vent)

• What is the showroom heating temperature prior to installation?(at vent)

• Second Stage Only

• What is the show room 2nd stage cooling temperature prior to installation?(at vent)

• What is the show room 2nd stage heating temperature prior to installation?(at vent)

• Please take photo of show room tstat wiring.

  Media

• Are there any HVAC problems prior to starting work?

  Yes

  No

  N/A

• If YES above. Has facilities been notified?

  Yes

  No

  N/A

• Any special notes or problems with HVAC system?

Compressors Pre-Install

• COMPRESSOR 1

• Is there any physical damage to compressor 1? If yes please attach photo and describe.

  Yes

  No

  N/A

• If YES above. Has facilities been contacted about the problem?

  Yes

  No

  N/A

• What is the pressure of compressor 1 prior to starting?

• Does compressor 1 cycle when pressure is released?

  Yes

  No

  N/A

• COMPRESSOR 2

• Is there any physical damage to compressor 2? If yes please attach photo and describe.

  Yes

  No

  N/A

• If YES above. Has facilities been contacted about the problem?

  Yes

  No

  N/A

• What is the pressure of compressor 2 prior to starting?

• Does compressor 2 cycle when pressure is released?

  Yes

  No

  N/A

Lighting Information

• Does the store have new lights?

  Yes

  No

  N/A

• If "no" above please complete addition lighting survey form.

HVAC Post Installation

• WAIT ROOM TSTAT

• What model thermostat is installed?

  RC-1000

  RC2000

• Has wait room thermostats been programmed to reflect the system type listed above? Please Select program type.

  Conventional Heat/Cool

  Heat Pump

  Two stage cool

  Other - please indicate below

• What has the stage settings been programmed to?

  Cool 1, Heat 1

  Cool 2, Heat 1

  Cool 1, Heat 2

  Cool 2, Heat 2

• Has the scheduler been set to off in system programming and have you adjusted status display settings?

  Yes

  No

  N/A

• Has EEC control been set to 0?

  Yes

  No

  N/A

• What is the wait room cooling temperature after installation?

• What is the wait room heating temperature after installation?

• Second Stage Only

• What is the wait room 2nd stage cooling temperature after installation?

• What is the wait room 2nd stage heating temperature after installation?

• SHOWROOM TSTAT

• What model thermostat is installed?

  RC-1000

  RC2000

• Has showroom thermostats been programmed to reflect the system type listed above? Please Select program type.

  Conventional Heat/Cool

  Heat Pump

  Two stage cool

  Other - please indicate below

• What has the stage settings been programmed to?

  Cool 1, Heat 1

  Cool 2, Heat 1

  Cool 1, Heat 2

  Cool 2, Heat 2

• Has the scheduler been set to off in system programming and have you adjusted status display settings?

  Yes

  No

  N/A

• Has EEC control been set to 0?

  Yes

  No

  N/A

• What is the showroom cooling temperature after installation?

• What is the showroom heating temperature after to installation?

• Second Stage Only

• What is the show room 2nd stage cooling temperature after installation?

• What is the show room 2nd stage heating temperature after installation?

• Any special notes or problems with HVAC system?

Control Panel

• Is the control panel securely mounted and grounded?

  Yes

  No

  N/A

• Please provide a photo of panel installation.

  Media

• Is the data connections complete and active?

  Yes

  No

  N/A

• Does the store have MPLS installed?

  Yes

  No

  N/A

• If YES above. Has the data been connected to port 43 of the network switch and labeled EMS?

  Yes

  No

  N/A

• Please provide a photo of data connection.

  Media

Compressor Post Installation

• Has compressor 1 been tested and operating correctly?

  Yes

  No

  N/A

• What is the pressure of compressor 1 after installation?

• Please provide a photo of the electrical connections for compressor 1.

  Media

• Has compressor 2 been tested and operating correctly?

  Yes

  No

  N/A

• What is the pressure of compressor 2 after installation?

• Please provide a photo of the electrical connections for compressor 2.

  Media

Relay Configuration

• Is the Showroom relay installed and tested? If yes please indicate circuit and panel numbers and if connected to a contactor.

  Yes

  No

  N/A

• Is the Service Area 1 relay installed and tested? If yes please indicate circuit and panel numbers and if connected to a contactor.

  Yes

  No

  N/A

• Is the Service Area 2 relay installed and tested? If yes please indicate circuit and panel numbers and if connected to a contactor.

  Yes

  No

  N/A

• Is the Exterior relay installed and tested? If yes please indicate circuit and panel numbers and if connected to a contactor.

  Yes

  No

  N/A

• Is the Storage 1 relay installed and tested? If yes please indicate circuit and panel numbers and if connected to a contactor.

  Yes

  No

  N/A

• Is the Storage 2 relay installed and tested? If yes please indicate circuit and panel numbers and if connected to a contactor.

  Yes

  No

  N/A

• Is the EH Fan relay installed and tested? If yes please indicate circuit and panel numbers and if connected to a contactor.

  Yes

  No

  N/A

• Is the EH Fan 2 relay installed and tested? If yes please indicate circuit and panel numbers and if connected to a contactor.

  Yes

  No

  N/A

• Please list any additional relays installed and indicate panel numbers and if connected to a contactor. Please list any special notes about the relays or electrical panels.

• Please provide multiple photos of installed relays and electrical panels.

  Media

System Testing and Operation Review

• Has the date and time been set on the panel?

  Yes

  No

  N/A

• Has the open flag been set correctly?

  Yes

  No

  N/A

• Have all the opening & closing times and set points been programmed?

  Yes

  No

  N/A

• Have you trained the manager on normal override with red button to be used during or after hours if a relay does not turn on including compressors or late nights?

  Yes

  No

  N/A

• Have you trained the manager on manual override and showed them where the documentation is listed in the event the red button does not turn on a device.

  Yes

  No

  N/A

• Have you explained to the manager not to use the disconnects for shutting down compressors anymore?

  Yes

  No

  N/A

• Have you left the manager with our FAQ sheet and contact information?

  Yes

  No

  N/A

Sign Off

• Managers Signature

  Sign

• Tech signature

  Sign