HVAC Audit

• Document No.

• Site

• Conducted on

  Date

• Conducted by

• Location
  Address

• Witnessed by

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  Sign

Air Conditioning Units

• Air Con Unit

AC Unit

• For air conditioning units sample a minimum of 4 or 33%. If AC units are in poor condition then all systems should be sampled.

• AC Unit Reference

• Are filters clean and in good condition?

  Yes

  No

  N/A

• Does the fan operate without excessive noise?

  Yes

  No

  N/A

• Is the coil clean allowing good airflow?

  Yes

  No

  N/A

• Are the ceiling tiles around the outlets clean?

  Yes

  No

  N/A

• Is the air flow and temperature as expected?

  Yes

  No

  N/A

• Is the controller secure to wall and not in direct sunlight? Are there any current faults indicated?

  Yes

  No

  N/A

• Is the drip tray clean and free of debris?

  Yes

  No

  N/A

• Is the indoor unit isolator correct for the installation and safe?

  Yes

  No

  N/A

• Is the condensate pump working and in good condition?

  Yes

  No

  N/A

• When in cooling, is there a temperature drop of 8 - 10 deg C?

  Yes

  No

  N/A

• When in heating is air off approx 35 deg C?

  Yes

  No

  N/A

• Is the pipework lagging in good condition?

  Yes

  No

  N/A

• Are supply air grilles clean and well fitted? If flex ducts connected are they secure around the grille neck?

  Yes

  No

  N/A

• Is the outdoor unit coil clean and free of debris and damage?

  Yes

  No

  N/A

• Is the outdoor unit in good working order? Are all covers in good condition and secure? If required are vandal proof guards fitted?

  Yes

  No

  N/A

• Is the outdoor pipework lagging in good condition?

  Yes

  No

  N/A

• Is the outdoor unit isolator correct for the installation and safe?

  Yes

  No

  N/A

Fan Coil Units

• Fan Coil Unit (2 pipe / 4 pipe water fed systems)

FCU

• For fan coil units sample a minimum of 4 or 33%. If fan units are in poor condition then all systems should be sampled.

• Fan Coil Reference

• Add location
  Address

• Is the coil clean allowing good airflow?

  Yes

  No

  N/A

• Are the ceiling tiles around the outlets clean?

  Yes

  No

  N/A

• Is the indoor unit isolator correct for the installation and safe?

  Yes

  No

  N/A

• Does cooling actuator work and is fitted correctly

  Yes

  No

  N/A

• Does cooling valve operate correctly and can this be depressed with a screwdriver?

  Yes

  No

  N/A

• Does heating actuator works and is fitted correctly

  Yes

  No

  N/A

• Does heating valve operate correctly and can this be depressed with a screwdriver?

  Yes

  No

  N/A

• Are filters clean and in good condition?

  Yes

  No

  N/A

• Is the fan operational without excessive noise?

  Yes

  No

  N/A

• Is the unit and final connections free of leaks?

  Yes

  No

  N/A

• Is the drip tray clean and free of debris?

  Yes

  No

  N/A

• Is the condensate pump working and in good condition?

  Yes

  No

  N/A

• Is the pipework lagging in good condition?

  Yes

  No

  N/A

• Are supply air grilles clean and well fitted? If flex ducts connected are they secure around the grille neck?

  Yes

  No

  N/A

• Is the air flow and temperature from the grilles as expected?

  Yes

  No

  N/A

• If multiple units serve 1 area are controls linked and all set to same temp set point?

  Yes

  No

  N/A

BMS

• BMS System

BMS

• Type of BMS

• Are the time schedules in line with energy saving expectations? If not, have sub time clocks been installed to allow energy efficient schedules? (Basic expectation if it isn't being used it can be switched off! For back of house areas if usage is low does it need to be on?)

  Yes

  No

  N/A

• Is the LCD screen legible?

  Yes

  No

  N/A

• Have we got full remote access to the BMS including passwords? Please add passwords to comments

  Yes

  No

  N/A

• Are all switches in auto?

  Yes

  No

  N/A

• Is the system free of faults?

  Yes

  No

  N/A

• Are all valve values in line with expected demand?

  Yes

  No

  N/A

• Are all gym floor set points set at 20 degrees C?

  Yes

  No

  N/A

• Are all studio set points set at 19 degrees C?

  Yes

  No

  N/A

• Are all spin studio set points set at 18 - 19 degrees C?

  Yes

  No

  N/A

• Are all office set points set at 22 degrees C?

  Yes

  No

  N/A

• Are all general area set points set at 22 degrees C?

  Yes

  No

  N/A

• Are all locker room set points set at 22 degrees C?

  Yes

  No

  N/A

• Is the Pool AHU temperature set point in line with 1 degrees C above the pool water temperature? (Except spa areas)

  Yes

  No

  N/A

• Is the main pool humidity between 50-65% RH? Please record actual measured value. If not possible to define on BMS please measure locally in pool.

  Yes

  No

  N/A

• Is the BMS in good working order? Please note any upgrades or repairs that are required.

  Yes

  No

  N/A

Dosing

• Are the most recent Fernox test results on site? Has it been tested in the last 12 months?

  Yes

  No

  N/A

• Does the chilled water dosing report state all is satisfactory with the system? Has it been tested in the last 12 months?

  Yes

  No

  N/A

• Are the inhibitor levels correct for chilled system

  Yes

  No

  N/A

• Are the inhibitor levels correct for the heating system

  Yes

  No

  N/A

Boiler Room / Multiple Boilers

Boiler

• For boilers a minimum of 2 boilers per boiler room should be audited.

• Is the boiler set point between 80-85 degrees c?

  Yes

  No

  N/A

• Does the boiler reach the required set point?

  Yes

  No

  N/A

• Does the boiler have an engineers report and service sheet for the last 12 months?

  Yes

  No

  N/A

• Is the pipework lagging in tact with identification markers tidy and in place?

  Yes

  No

  N/A

• Are the bellows in good condition without signs of splits?

  Yes

  No

  N/A

• Isolate the control panel and visually check it is free of burnt cables and no signs of overheating (eg smells, discoloured cables or tripped overloads)

  Yes

  No

  N/A

• Is the boiler in acceptable condition? Are the covers clean and wiped down. Are all covers fitted?

  Yes

  No

  N/A

• Do the heating pumps run on demand or in line with a time clock? If twin pumps fitted please discuss with BSM if they modulate as expected (not score weighted, just for information)

  Yes

  No

  N/A

• Do all twin pump sets operate with 1 pump stationary when 1 pump is running?

  Yes

  No

  N/A

• Are the heating pipework or pump sets leak free?

  Yes

  No

  N/A

• Are the pumps in good working order? Are there any signs off rust and is the air intake free from dust and debris?

  Yes

  No

  N/A

• Are all exposed parts of the system lagged in line with the lagging guidance document?

  Yes

  No

  N/A

• Is the system pressure correct depending on the location of the reading. Eg roof approx 1-2 bar. Ground floor with 4 floors above approx 4 bar.

  Yes

  No

  N/A

• Does the pressurisation unit operate when required? Are the pumps free running and not seized? Is the header tank clean to stop debris being pumped into the system?

  Yes

  No

  N/A

• Is the vessel in good condition at required pressure and not full of water? Carry out coin tap test

  Yes

  No

  N/A

• Is the pressurisation unit system free of leaks?

  Yes

  No

  N/A

• Is the quick fill disconnected?

  Yes

  No

  N/A

• Pool Heat Exchangers

Heat exchanger

• For heat exchangers all should be audited.

• Is the heat exchanger actuator fitted and functional? (Prove by driving valve open and closed via BMS)

  Yes

  No

  N/A

• Is the heat exchanger 3 port valve operating properly?

  Yes

  No

  N/A

• Is the heat exchanger insulated?

  Yes

  No

  N/A

• Are the pumps in good working order? Are there any signs off rust, dust and debris?

  Yes

  No

  N/A

• Are the heating pipework or pump sets leak free?

  Yes

  No

  N/A

Water

• Gas fired hot water heater

Heat exchanger

• For water heaters all should be audited.

• Are all in good working order?

  Yes

  No

  N/A

• Is chlorine dioxide fitted?

  Yes

  No

  N/A

• Is the hot water flow and return temp 60degreesC flow, 55 degrees return? (If chlorine dioxide fitted flow temp 48 degrees C). Please verify gauges using separate sensor

  Yes

  No

  N/A

• Is there a spare hot water return pump on site?

  Yes

  No

  N/A

• Are safety valves fitted, not passing & piped to drain?

  Yes

  No

  N/A

• Is the water exchanger insulated?

  Yes

  No

  N/A

• Are the pumps in good working order? Are there any signs off rust, dust and debris?

  Yes

  No

  N/A

• Is the system free of leaks on the hot water pipe work or pumps

  Yes

  No

  N/A

• Plate Heat Exchanger

Heat exchanger

• For hot water plate heat exchangers all should be audited.

• Are all in good working order?

  Yes

  No

  N/A

• Is chlorine dioxide fitted?

  Yes

  No

  N/A

• Is the hot water flow and return temp 60degreesC flow, 55 degrees return? (If chlorine dioxide fitted flow temp 48 degrees C). Please verify gauges using separate sensor

  Yes

  No

  N/A

• Is there a spare hot water return pump on site?

  Yes

  No

  N/A

• Are safety valves fitted, not passing & piped to drain?

  Yes

  No

  N/A

• Is the primary control valve actuator fitted and functional? (Prove by driving valve open and closed via BMS)

  Yes

  No

  N/A

• Is the heat exchanger insulated?

  Yes

  No

  N/A

• Are the pumps in good working order? Are there any signs off rust, dust and debris?

  Yes

  No

  N/A

• Is the system free of leaks?

  Yes

  No

  N/A

• Calorifiers

Heat exchanger

• For hot water calorifiers all should be audited.

• Are all in good working order?

  Yes

  No

  N/A

• Has the annual internal inspection been completed?

  Yes

  No

  N/A

• Is chlorine dioxide fitted?

  Yes

  No

  N/A

• Is the hot water flow and return temp 60degreesC flow, 55 degrees return? (If chlorine dioxide fitted flow temp 48 degrees C). Please verify gauges using separate sensor

  Yes

  No

  N/A

• Is there a spare hot water return pump on site?

  Yes

  No

  N/A

• Are safety valves fitted, not passing & piped to drain?

  Yes

  No

  N/A

• Is the primary control valve actuator fitted and functional? (Prove by driving valve open and closed via BMS)

  Yes

  No

  N/A

• Is the calorifier insulated?

  Yes

  No

  N/A

• Are the pumps in good working order? Are there any signs off rust, dust and debris?

  Yes

  No

  N/A

• Is the system free of leaks?

  Yes

  No

  N/A
Water Storage Tank

• For water tanks all should be audited.

• Is the tank free of leaks?

  Yes

  No

  N/A

• Is the overflow piped to drain & free of flow?

  Yes

  No

  N/A

• Is the ball cock operating correctly?

  Yes

  No

  N/A
Booster Set

• For water booster sets all should be audited.

• Isolate the control panel and visually check it is free of burnt cables and no signs of overheating (eg smells, discoloured cables or tripped overloads)

  Yes

  No

  N/A

• Are the individual pumps in good working order? Are there any signs off rust, dust and debris?

  Yes

  No

  N/A

• Verify booster pump switches off when reaching required pressure?

  Yes

  No

  N/A

• Is the pump set free of leaks?

  Yes

  No

  N/A

• Is the vessel in good condition at required pressure and not full of water? Carry out coin tap test

  Yes

  No

  N/A

Chillers

Chiller

• For chillers all should be audited.

• Is the chiller set point at 8 degrees c?

  Yes

  No

  N/A

• Is the hold off set point at 13deg C.

  Yes

  No

  N/A

• Are the chiller coils clean and free from debris and dust and oil? Can a torch be shone through the coils?

  Yes

  No

  N/A

• Is the pipework lagging in tact with identification markers tidy and in place?

  Yes

  No

  N/A

• Are the valves covered and protected from the elements?

  Yes

  No

  N/A

• Isolate the control panel and visually check it is free of burnt cables and no signs of overheating (eg smells, discoloured cables or tripped overloads)

  Yes

  No

  N/A

• Is the chiller in good condition and appears to be well maintained?

  Yes

  No

  N/A

• Do the chilled water pumps run on demand or in line with a time clock? If twin pump sets are fitted do they alternate in a reasonable time frame?

  Yes

  No

  N/A

• Are the pumps lagged as per Virgin Active standards?

  Yes

  No

  N/A

• Test the flow switch. If the pumps are turned off does the chiller turn off / go into fault?

  Yes

  No

  N/A

• Are there any signs of leaks on the chilled water pipework or pump sets?

  Yes

  No

  N/A

• Are the pumps in good working order? Are there any signs off rust and is the air intake free from dust and debris?

  Yes

  No

  N/A

• Is the system pressure correct depending on the location of the reading. Eg roof approx 1-2 bar. Ground floor with 4 floors above approx 4 bar.

  Yes

  No

  N/A

• Does the pressurisation unit operate when required? Are the pumps free running and not seized? Is the header tank clean to stop debris being pumped into the system?

  Yes

  No

  N/A

• Is the vessel in good condition at required pressure and not full of water? Carry out coin tap test

  Yes

  No

  N/A

• Is the pressurisation unit system free of leaks?

  Yes

  No

  N/A

• Is the quick fill disconnected?

  Yes

  No

  N/A

Air Handling Units

• For AHUs inspect 25% of all AHUs, the following should be audited as a minimum - Pool AHU, Gym AHU

• Air Handling Unit - Heat Recovery

AHU Heat Recovery

• AHU Reference

• Is the supply run around coil clean allowing good air flow? If filters are fitted are they clean?

  Yes

  No

  N/A

• Is the extract run around coil clean allowing good air flow? If filters are fitted are they clean?

  Yes

  No

  N/A

• Is the run around pump in good working order without any excess noise?

  Yes

  No

  N/A

• Is all pipework lagging intact? Are identification markers tidy and in appropriate frequency?

  Yes

  No

  N/A

• Is the system pressure between 1 - 2 bar?

  Yes

  No

  N/A

• Are there any leaks on the system pipework and pump

  Yes

  No

  N/A

• Is the recouperator matrix clean allowing good air flow and heat transfer?<br>

  Yes

  No

  N/A

• Are the recouperator dampers in place and operational?

  Yes

  No

  N/A

• Is all ductwork lagging intact?

  Yes

  No

  N/A

• Is the recouperator in good working condition, free from debris and/or rust?

  Yes

  No

  N/A

• Are recirc dampers in place and operational?

  Yes

  No

  N/A

• Are recirc dampers in good working condition free from rust or build up of grease and debris?

  Yes

  No

  N/A

• Air Handling Unit - Supply

AHU Supply

• AHU Reference

• Are all dampers fitted and functional? Where possible operate 25% of the dampers

  Yes

  No

  N/A

• Is the frost setting between 3 - 5 degrees?

  Yes

  No

  N/A

• Is the frost coil clear of debris and has good air flow?

  Yes

  No

  N/A

• Is the frost actuator fitted and functional? Prove by driving the valve open and closed by the BMS

  Yes

  No

  N/A

• Is the frost 3 port valve operating correctly and not letting by?

  Yes

  No

  N/A

• Are all filters fitted and correct for purpose?

  Yes

  No

  N/A

• Are all heating coils clear of debris and have good air flow?

  Yes

  No

  N/A

• Is the heating actuator fitted and functional? Prove by driving the valve open and closed by the BMS

  Yes

  No

  N/A

• Is the heating 3 port valve operating correctly and not letting by?

  Yes

  No

  N/A

• Are all cooling coils clear of debris and have good air flow?

  Yes

  No

  N/A

• Is the cooling actuator fitted and functional? Prove by driving the valve open and closed by the BMS

  Yes

  No

  N/A

• Is the cooling 3 port valve operating correctly and not letting by?

  Yes

  No

  N/A

• Are all fan motor guards in place and secure?

  Yes

  No

  N/A

• Is the fan motor isolator securely fitted and to the correct IP rating, with all cable entries secure?

  Yes

  No

  N/A

• Are all fan belts in good condition and tight? Can they be turned through 180 degrees and not too tight?

  Yes

  No

  N/A

• Are bearings in good condition? Check for excessive noise or vibrations. Is the fan turning freely?

  Yes

  No

  N/A

• Are fan mounts secure with no signs of excess movement, rust or deterioration?

  Yes

  No

  N/A

• Is the drip tray clear of debris with no standing water? Is the drain allowing water to drain away correctly

  Yes

  No

  N/A

• Is the supply air intake grille/louvre clean and free of debris?

  Yes

  No

  N/A

• Are all doors fitted correctly and do the door catches operate?

  Yes

  No

  N/A

• Use a meter to check supply air temperature reading is in line with sensor reading on BMS. Check that the probe is clean and not covered in oil or debris.

  Yes

  No

  N/A

• Is the internal condition of the AHU generally clean, free from debris & rust?<br>

  Yes

  No

  N/A

• Are all external panels fitted securely and without corrosion? Is the area around the AHU clean and free of debris?

  Yes

  No

  N/A

• Is the pressure sensor connected and operational?

  Yes

  No

  N/A

• Is all ductwork lagging intact?

  Yes

  No

  N/A

• Is all pipework lagging intact? Are identification markers tidy and in appropriate frequency?

  Yes

  No

  N/A

• Are all valve actuators covered and protected from elements?

  Yes

  No

  N/A

• Is the system free of visible water or air leaks?

  Yes

  No

  N/A

• When removing the fan panel door check that the resistance is not that much more from the filter panel door thus proving good air flow through the coils.

  Yes

  No

  N/A

• Air Handling Unit - Extract

AHU Extract

• AHU Reference

• Are all dampers fitted and functional? Where possible operate 25% of the dampers

  Yes

  No

  N/A

• Are all filters fitted and correct for purpose?

  Yes

  No

  N/A

• Are all fan motor guards in place and secure?

  Yes

  No

  N/A

• Are bearings in good condition? Check for excessive noise or vibrations. Is the fan turning freely?

  Yes

  No

  N/A

• Are all fan belts in good condition and tight? Can they be turned through 180 degrees and not too tight?

  Yes

  No

  N/A

• Are fan mounts secure with no signs of excess movement, rust or deterioration?

  Yes

  No

  N/A

• Is the exhaust grille/louvre clean and free of debris?

  Yes

  No

  N/A

• Are all doors fitted correctly and do the door catches operate?

  Yes

  No

  N/A

• Use a calibrated meter to check return air temperature reading is in line with sensor reading on BMS. Check that the probe is clean and not covered in oil or debris.

  Yes

  No

  N/A

• Is the internal condition of the AHU generally clean, free from debris & rust?<br>

  Yes

  No

  N/A

• Are all external panels fitted securely and without corrosion? Is the area around the AHU clean and free of debris?

  Yes

  No

  N/A

• Is all ductwork lagging intact?

  Yes

  No

  N/A

• Are all valve actuators covered and protected from elements?

  Yes

  No

  N/A

• Is the system free of any water or air leaks?

  Yes

  No

  N/A

• Check air flow is as expected by either safely removing a duct access panel or check at a grille.

  Yes

  No

  N/A

Miscellaneous / Notes

• Notes

Note

• Add media

  Media