Title Page
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Conducted on
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Please select and move forward
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Prepared by
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Site ID
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VUE Work Order Number
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What is Outside Air Temp
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What is the Delta T
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Verify the unit Thermostat is accurate and operating properly and replace batteries if needed.
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Unit Type
- Packaged AC
- Packaged HP
- Gas Pack
- Chiller
- Boiler
- Water Source HP
- Cooling Tower
- Roof Top Unit
- Other
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Unit Name/# (for example, the second package unit would be named PKG-02)
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Inspect cabinet for signs of rust, wear or failure
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Inspect all wiring and connections for tightness, signs of overheating, discoloration or compromise of wire insulation
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Create an action item, and self generate work order, to address deficiencies and escalate any out of scope items to property manager, provide detailed notes on all actions taken
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Inspect for refrigerant and oil leaks
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Create an action item and self generate work order repair deficiencies and escalate any out of scope items to property manager, provide detailed notes on all actions taken
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Does this unit have an economizer installed?
- Yes
- No
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Inspect Mechanical linkages for wear, tightness, and clearances
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Lubricate all motors and bearings if applicable
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Straighten Condenser Coils
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Verify smooth operation of compressor and fans
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Record rated and actual fan and compressor running amps
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Record suction and discharge pressures (enter N/A if not applicable)
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Is this unit equipped with discharge and supply air temperature sensors and control devices?
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Verify operation of these sensors
Evaporative/Blower Section
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Straighten evaporator coils (up to 10% of the surface area)
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Check fan cleanliness; inspect wheel, shaft and cage for wear and clearance.<br>Check sheaves and pulleys for wear and alignment.<br>Check belt for tension, wear, cracks, and/or glazing.
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Create an action item and self generate work order repair deficiencies and escalate any out of scope items to property manager, provide detailed notes on all actions taken
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Ensure TXV bulb is securely mounted and distributor tubes are protected from vibration and rubbing.
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Create an action item and self generate work order repair deficiencies and escalate any out of scope items to property manager, provide detailed notes on all actions taken
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Check motor starter if applicable
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Create an action item and self generate work order repair deficiencies and escalate any out of scope items to property manager, provide detailed notes on all actions taken
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Clean and flush evaporator drain pan, P trap and drain line. Ensure drain is adequately sized, has proper slope and support
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Create an action item and self generate work order repair deficiencies and escalate any out of scope items to property manager, provide detailed notes on all actions taken
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Replace air filter with MERV 8 filter or appropriate media
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Write the date with permanent marker on filter frame. LEED BRANCHES REQUIRE MERV 13 FILTERS
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Gas Heat?
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Visually inspect heat exchanger for rust, pitting, and holes
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Check supply air stream for presence of combustion gasses using a combustion gas analyzer
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Inspect combustion air or induced draft fan and clean and lubricate if required
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Verify operation of combustion air flow proving device (Vacuum, manifold or pilot)
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Verify operation of flame detection device (thermocouple, thermopile, bi-metal)
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Verify operation of high limit and rollout switches
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Verify integrity of flue system
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Verify operation and sequence of gas valve and burner controls
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Verify proper gas pressure to the unit or manifold
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Inspect gas line for leaks rust or needed repairs
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Electric Heat?
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Inspect all wiring and connections for tightness, signs of overheating, discoloration or compromised insulation
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Create an action item and self generate work order repair deficiencies and escalate any out of scope items to property manager, provide detailed notes on all actions taken
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Verify operation of resistive heating element
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Create an action item and self generate work order repair deficiencies and escalate any out of scope items to property manager, provide detailed notes on all actions taken
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Check and record voltage and amperage draw and compare to rating of heater
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Create an action item and self generate work order repair deficiencies and escalate any out of scope items to property manager, provide detailed notes on all actions taken
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Check for proper operation of controls, safeties, high limit switches etc. calibrate if necessary
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Create an action item and self generate work order repair deficiencies and escalate any out of scope items to property manager, provide detailed notes on all actions taken
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Heat Pump?
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Verify proper operation of reversing valve
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Create an action item and self generate work order repair deficiencies and escalate any out of scope items to property manager, provide detailed notes on all actions taken
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Verify proper operation of defrost cycle
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Create an action item and self generate work order repair deficiencies and escalate any out of scope items to property manager, provide detailed notes on all actions taken
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Verify proper operation of auxiliary heat if applicable
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Create an action item and self generate work order repair deficiencies and escalate any out of scope items to property manager, provide detailed notes on all actions taken
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Does unit have a Variable Frequency Drive?
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Verify proper operation
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Create an action item and self generate work order repair deficiencies and escalate any out of scope items to property manager, provide detailed notes on all actions taken
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Clean heat sink
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Verify proper DC buss voltage
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Are there VAV or Fan power units?
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Inspect all wiring and connections for tightness, signs of overheating, wiring insulation compromised or discoloration
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Create an action item and self generate work order repair deficiencies and escalate any out of scope items to property manager, provide detailed notes on all actions taken
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Check linkages for wear, tightness, and clearance
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Create an action item and self generate work order repair deficiencies and escalate any out of scope items to property manager, provide detailed notes on all actions taken
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Verify fan cleanliness, inspect wheel, shaft and cage for wear and clearance
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Create an action item and self generate work order repair deficiencies and escalate any out of scope items to property manager, provide detailed notes on all actions taken
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Verify sequence of operations as applicable
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Create an action item and self generate work order repair deficiencies and escalate any out of scope items to property manager, provide detailed notes on all actions taken
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Verify operation of fan and motor
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Create an action item and self generate work order repair deficiencies and escalate any out of scope items to property manager, provide detailed notes on all actions taken
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Verify valve/actuator operation
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Create an action item and self generate work order repair deficiencies and escalate any out of scope items to property manager, provide detailed notes on all actions taken
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Check and record voltage and amp draw of resistive heating elements and compare with rating of the heater
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Check and adjust controls, safeties, high limit switches etc. as needed
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Replace air filter with MERV 8 filter
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Write the date on filter frame in permanent marker. LEED branches require MERV 13 filters.
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Does the site have any pumps that support HVAC operations?
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Check for leaks on the pump and seals
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Check inlet and outlet pressures
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Ensure all drain and weeps are free and clear
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Lubricate motor and pump bearing as required
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Record rated amps and actual amp draw
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Verify smooth operation of pump
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Are there any unit ventilators or make up or air only units?
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Inspect unit for cleanliness
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Check dampers for wear, security. linkage adjustments
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Clean condensate drain pan, P trap and drain
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Inspect Fan cleanliness, inspect wheel, shaft and cage for wear and clearance
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Check sheaves and pulleys for wear and alignment
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Replace Belt
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Check operation of fan switch
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Check operation of low temperature safety device
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Economizer and power exhausts, inspect linkages, motors, and seals calibrate as necessary
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Boilers? Gas and #2 oil
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Blow down feed water mud drums
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Check and test blow valve and level float if applicable
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Open fire side for cleaning and inspection
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Check heating surfaces for corrosion, pitting, scale, blisters, bulges and soot
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Visually inspect refractory for large cracks, broken pieces, or exposed metal
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Check expansion tank and drain if needed
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Clean fire inspection glass
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Perform hydrostatic test if required
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Check valves, supply piping and solenoids for leaks
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Replace fuel nozzles
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Inspect, clean and function test flame scanner and relay
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Clean and adjust ignition electrode
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Verify operation of burner fan air flow switch if applicable
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Inspect and clean burner assembly, fan, blast tube, intake and dampers
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Verify operation of firing rate motor
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Inspect flue and barometric damper
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Preform combustion test and adjust burner for maximum efficiency. Record: firing rate , fuel air ratio, CO2, CO, NOX
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Perform smoke test
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Test safety relief valve
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Verify proper Delta T through boiler
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Inspect and clean low water cutoff safety device and feed controls
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Inspect all hot water/steam coils and valves for cleanliness and leaks
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Steam Traps?
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Inspect and clean strainer
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Inspect and clean precipitate drum
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Check trap for proper operation
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Gas and Electric Unit Heaters, Heating Only units?
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Check general condition of unit
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Verify fan, fan guards, and louvers are tight and securely mounted
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Create an action item and self generate work order repair deficiencies and escalate any out of scope items to property manager, provide detailed notes on all actions taken
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Inspect flue barometric damper
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Verify clean burner assembly
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Light pilot (if applicable) and fire heater; verify proper flame, combustion air and flue operation
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Lubricate fan motor if applicable
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Verify proper operation of temperature control, pilot, high temperature and fan safety devices
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Inspect all wiring connections for tightness, signs of overheating, discoloration or compromised insulation
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Verify fan cleanliness; inspect wheel, shaft and cage for wear and clearance
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Check sheaves and pulleys for wear and alignment
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Replace Belt and tension properly
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Fire Dampers?
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Remove fusible link
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Check operation of damper mechanism ensure it moves freely and closes fully
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Reset damper, lubricate damper track and replace fusible link
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Provide label or tag indicating damper was tested including date.
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Is this unit new and never been serviced before?
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Please complete the Retail HVAC Assessment Survey
