Trade Madison - Contracting Assessment ver2

• Document No.

• Audit Title

• Client / Site

• Conducted on

  Date

• Prepared by

Faclities Details

• Check if you want to enter Facility Details

• Year Constructed

• Square Footage

• Building style

• General HVAC/Controls Description

HVAC Systems

• Check if you want to Complete HAVC System Assessment

RTU Assessment

• Check if you are completing a RTU Assessment
Add Record

RTU Unit Details

• Enter RTU Tag #

• Manufacture

• Model #

• Serial #

• Voltage

• Max Overcurrent Protection Amps

• Year Installed

• Can we interface to this unit with BacNet, Lon, Bridge

  Yes

  No

  N/A

• Select Which

  BacNet

  Lon

  Bridge

RTU Assessment Findings

• Check if your want to enter assessment findings

• General Unit Condtion

  Accpetable

  Need Repairs / Replacement

  N/A

• Type of Heat – Hot Water, Gas or NA

• Control Signal

• Type of Compressors

• VFD or Constant Volume

• Outside Air Flow Measuring Station

• Energy Recovery Unit Installed

  Yes

  No

  N/A

• Identify the unit information

Condition Assessment of Componets

• Cabinet, Evap Coil, Condenser Coil

  Accpetable

  Need Repairs / Replacement

  N/A

• VFD’s

  Accpetable

  Need Repairs / Replacement

  N/A

• Damper Actuators

  Accpetable

  Need Repairs / Replacement

  N/A

• Pulleys, sheaves and bearings

  Accpetable

  Need Repairs / Replacement

  N/A

• Desiccant Belt, Wheel

  Accpetable

  Need Repairs / Replacement

  N/A

• Dampers

  Accpetable

  Need Repairs / Replacement

  N/A

• Duct Static Pressure Sensor

  Accpetable

  Need Repairs / Replacement

  N/A

• Return Fan Motor

  Accpetable

  Need Repairs / Replacement

  N/A

• Exhaust Fan

  Accpetable

  Need Repairs / Replacement

  N/A

• Recirc pump if hot water coil

  Accpetable

  Need Repairs / Replacement

  N/A

• Freeze Stat

  Accpetable

  Need Repairs / Replacement

  N/A

• DAT, MAT, RAT, RH sensors

  Accpetable

  Need Repairs / Replacement

  N/A

• Filters

  Accpetable

  Need Repairs / Replacement

  N/A

• Ductwork – any noticeable air leaks

  Accpetable

  Need Repairs / Replacement

  N/A

• Diversity of system Load vs. Deliverable air

  Accpetable

  Need Repairs / Replacement

  N/A

• Check Curb and record all measurements

• Front to Nearest Obstruction

• Back to Nearest Obstruction

• Side 1 to Nearest Obstruction

• Side 2 to Nearest Obstruction

• Is system Clean and free of debris

  Yes

  No

  N/A

Boiler Systems

• Check if you are completing a Boiler Assessment
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Boiler Unit Details

• Unit Tag #

• Manufacture

• Model #

• Serial #

• BTU Input/Output

• Year Installed

Boiler Assessment Findings

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• Condition of piping – will it require rework for new boilers

  Accpetable

  Need Repairs / Replacement

  N/A

• Are the current boilers sized correctly

  Yes

  No

  N/A

• How has the maintenance cost been for the existing boilers

  Accpetable

  Need Repairs / Replacement

  N/A

• Are there other parts of the boiler plant will need to be replaced

  Yes

  No

  N/A

• Back flow preventer

• Fill valve

• Expansion Tank

• Air Separator

• Isolation valves

• Vent Piping

• Safeties LWCO, High Limit, Flow Switch, Boiler and System safety relief valves Circuit Setters

• Concentric Terminations

• Gas Piping

• Should the piping being changed to Primary / Secondary

  Not at this time

  Yes

• Are controls currently installed

  Yes

  No

  N/A

• Select Which

  BacNet

  Lon

  Bridge

• Combustion air dampers will they be needed, do they have a running interlock to the boiler system (end Switch)

  Not at this time

  Yes There are

System Pumps

• Check Box if you are completing a pump system assessment
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Pump Details

• Unit Tag #

• Type of pump

• Manufacture

• Model #

• Pump impeller

• Voltage / Phase

• Year Installed

Pump System Assessment Findings

• Check Box if you are completing this section now

• Have the Pumps have been rebuilt

  Yes

  No

  N/A

• Any Leaks

  Not at this time

  Yes

• Should they be replaced with high efficiency sealed circulators

  Not at this time

  Yes

• Will replacement require piping modifications

  Not at this time

  Yes

• What type of controls are currently in

  DDC

  Standalone

• How are they being controller, list control points

• can they be converted to DDC

  Yes It Can

  No It Can Not

• Have Strainer been Cleaned

  Yes

  No

  N/A

VAV Controls

• Check box if your are completing a VAV Controls assessment

VAV System Details

• Total Quantity

• Fan Powered Qty

• VAV Manufacture

• Control Valve Style 2way, 3way, 2position, modulating (tri-state, 2-10vdc, 4-20ma)

• Can we reuse control valves

  Yes

  No

  N/A

• Are circuit setters in good condition

  Yes

  No

  N/A

• Year Installed

• Are there known issues – ask Center Manager

  Not at this time

  Yes

• Leaks

• Hot / Cold Spots

• Drafts

• Can we reuse 24vac power wire

  Yes

  No

  N/A

• Type of Reheat – Hot Water or Electric

• How accessible or serviceable

• Existing DAT – can it be used on our system

  Yes

  No

  N/A

• Condition of hard ductwork and flex

  Accpetable

  Need Repairs / Replacement

  N/A

• What type of Damper Actuator is installed

• Can we reuse the damper actuator

  Yes

  No

  N/A

• Can we interface to this unit with BacNet, Lon, Bridge

  Not at this time

  Yes

• Select Which

  BacNet

  Lon

  Bridge

• T-stat locations compared to what VAV the control

  Accpetable

  Need Repairs / Replacement

  N/A

• Does VAV supply more than one room with T-stat control in another room

  Not at this time

  Yes

• Can this VAV be repurposed to supply an office

  Yes

  No

  N/A

• Are there any VAV’s above the ceiling not feeding anything

  Not at this time

  Yes There are

• Are the flow rings and coil clean

  Yes

  No

  N/A

Controls Systems

• Check box if your are completing a Controls System assessment

Controls System Details

• Manufacture

• Year Installed

• Is there a dedicated PC

  Yes

  No

  N/A

• Is this system obsolete

  Not at this time

  Yes

• Does this system have remote access

  Yes

  No

  N/A

• Suggestions for new system

• Existing Graphics

  Yes

  No

  N/A

• Building Static Pressure Control

• Are there existing controls and can we interface to this unit with BacNet, Lon, Bridge

  Not at this time

  Yes

• BacNet

  Lon

  Bridge

Exhaust Fans

• Check box if your are completing a Exhaust Fan assessment
Add Record

Exhaust Fan Details

• Tag #

• Manufacture

• Model

• Serial #

• Voltage / Phase

Assessment Findings

• Is status monitored by control system

  Yes

  No

  N/A

• Is enable signal from control system

  Yes

  No

  N/A

• Is this unit in good shape or should it be replaced

  Yes

  No

  N/A

• Should this unit be added to the control system

  Not at this time

  Yes

• Is there an existing isolation damper

  Yes

  No

  N/A

• Is there and existing speed controller to be used for balancing

  Yes

  No

  N/A

• Is the unit vented outside, if not can it be vented outside

  Yes

  No

  N/A

• Any roof work required

  Not at this time

  Yes

• Are the fans clean

  Yes

  No

  N/A

Water Heater

• Check box if your are completing a water heater assessment
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Water Heater Details

• Manufacture

• Model

• Serial #

Assessment Findings

• Is this High efficiency design

  Yes

  No

  N/A

• Is unit past its normal life expectancy

  Not at this time

  Yes

• Is Properly sized for the demands of the facility

  Yes

  No

  N/A

• If Re-circulation pump is original should it be replaced

  Not at this time

  Yes

• Would a tank less water heater with internal circulator work for this facility

  Yes

  No

  N/A

Miscellaneous Equipment

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Miscellaneous Equipment Details

• Manufacture

• Model

• Serial #

• Control

• Valve

• Relay

• Current Sensor

• Does it work

  Yes

  No

  N/A

• Is it clean

  Yes

  No

  N/A

Loading Dock

• Type Door

  Roll Up

  Hinged

• Can we mount a door contactor

  Yes

  No

  N/A

• Is there a Unit Heater in Dock

  Yes

  No

  N/A

• Type of controls valve

• Signature

  Sign