Existing Coil Survey

• Audit Title

• Document No.

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

• Service

  Chilled

  Heating

Existing Equipment

Metering Station:

• DRV Manufacturer:

  Yes

  No

  N/A

• Manufacturers Reference:

  Yes

  No

  N/A

• DRV Size

  Select 1/2" 3/4" 1" 1,1/4" 1,1/2" 2" 2,1/2" 3" 4"

  • 1/2"
  • 3/4"
  • 1"
  • 1,1/4"
  • 1,1/2"
  • 2"
  • 2,1/2"
  • 3"
  • 4"

• Flange to Flange length

  Yes

  No

  N/A

• No. of Bolts:

  Yes

  No

  N/A

• Bolt Size and Length

  Yes

  No

  N/A

• Line Size Before (Coil Side)

  Select 1/2" 3/4" 1" 1,1/4" 1,1/2" 2" 2,1/2" 3" 4"

  • 1/2"
  • 3/4"
  • 1"
  • 1,1/4"
  • 1,1/2"
  • 2"
  • 2,1/2"
  • 3"
  • 4"

• Line Size After (System Side)

  Select 1/2" 3/4" 1" 1,1/4" 1,1/2" 2" 2,1/2" 3" 4"

  • 1/2"
  • 3/4"
  • 1"
  • 1,1/4"
  • 1,1/2"
  • 2"
  • 2,1/2"
  • 3"
  • 4"

Condition

• Any signs of leaks?

  Yes

  No

  N/A

• Does the valve operate?

  Yes

  No

  N/A

• Does the coil drain fully?

  Yes

  No

  N/A

• Condition of Existing Bolts (Live Side)

  Yes

  No

  N/A

• Can the valve be retained?

  Yes

  No

  N/A

Scope before and after.

• Distance from downstream (coil side) bend to DRV & New Metering Station

  Yes

  No

  N/A

• Distance from downstream (system side) bend to DRV Outlet

  Yes

  No

  N/A

• Are there any other Valves/Vents/Drains/Tappings or equipment in the pipework between the Outlet of the DRV and nearest flange/union

  Select Valve Vent Drain Test Point Tapping Equipment Other

  • Valve
  • Vent
  • Drain
  • Test Point Tapping
  • Equipment
  • Other

• Notes:

  Yes

  No

  N/A

Control Valve Replacement

Existing Isolation Valve

• Isolation Valve Manufacturer

  Yes

  No

  N/A

• Isolation Valve Type

  Butterfly (Fully Lugged)

  Butterfly (Semi Lugged)

  Butterfly (Un-lugged Wafer)

  Screwed

• Isolation Valve Size

  Select 1/2" 3/4" 1" 1,1/4" 1,1/2" 2" 2,1/2" 3" 4"

  • 1/2"
  • 3/4"
  • 1"
  • 1,1/4"
  • 1,1/2"
  • 2"
  • 2,1/2"
  • 3"
  • 4"

• Isolation Valve Reference

  Yes

  No

  N/A

• Number of Bolts

  Yes

  No

  N/A

• Size of Bolts and Length

  Yes

  No

  N/A

• Flange Table

  Yes

  No

  N/A

• Line Size Before (System Side)

  Select 1/2" 3/4" 1" 1,1/4" 1,1/2" 2" 2,1/2" 3" 4"

  • 1/2"
  • 3/4"
  • 1"
  • 1,1/4"
  • 1,1/2"
  • 2"
  • 2,1/2"
  • 3"
  • 4"

• Existing Control Valve Line Size:

  Select 1/2" 3/4" 1" 1,1/4" 1,1/2" 2" 2,1/2" 3" 4"

  • 1/2"
  • 3/4"
  • 1"
  • 1,1/4"
  • 1,1/2"
  • 2"
  • 2,1/2"
  • 3"
  • 4"

• Existing Control Valve Length

  Yes

  No

  N/A

• New Control Valve Line Size

  Select 1/2" 3/4" 1" 1,1/4" 1,1/2" 2" 2,1/2" 3" 4"

  • 1/2"
  • 3/4"
  • 1"
  • 1,1/4"
  • 1,1/2"
  • 2"
  • 2,1/2"
  • 3"
  • 4"

• New Control Valve Length

  Yes

  No

  N/A

• Line Size After (Coil Side)

  Select 1/2" 3/4" 1" 1,1/4" 1,1/2" 2" 2,1/2" 3" 4"

  • 1/2"
  • 3/4"
  • 1"
  • 1,1/4"
  • 1,1/2"
  • 2"
  • 2,1/2"
  • 3"
  • 4"

• Number of Bolts

  Yes

  No

  N/A

• Bolt Size and Length

  Yes

  No

  N/A

• Flange Table

  Yes

  No

  N/A

• Distance from outlet side of Isolation Valve to the Outlet side of the Control Valve

  Yes

  No

  N/A

• Are there any other Valves/Vents/Drains/Tappings or equipment in the pipework between the Outlet of the Isolation Valve and the Outlet of the Control Valve

  Select Valve Vent Drain Test Point Tapping Equipment Other

  • Valve
  • Vent
  • Drain
  • Test Point Tapping
  • Equipment
  • Other

• Notes:

  Yes

  No

  N/A

• Do any ancillaries need to be replaced? I.E Doc's/Air Vents/Test Points

  Yes

  No

  N/A

Existing Coil

• Coil Connection Size

  Select 1/2" 3/4" 1" 1,1/4" 1,1/2" 2" 2,1/2" 3" 4"

  • 1/2"
  • 3/4"
  • 1"
  • 1,1/4"
  • 1,1/2"
  • 2"
  • 2,1/2"
  • 3"
  • 4"

• Coil Connection Type

  Flanged

  Screwed

  Union

Photos

• Add media

  Media

• Add media

  Media

• Add media

  Media

• Add media

  Media

• Add media

  Media

General Notes

• Access?

  Yes

  No

  N/A

• De-merchandise?

  Yes

  No

  N/A

• Any other considerations?

  Yes

  No

  N/A