Title Page
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Conducted on
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Prepared by
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Client
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Site
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Assessment Number
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Location
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Address
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Brand of unit
- Daiken
- Dunham Bush
- Lennox
- Mitsubishi
- Carrier
- Other
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Type unit
- Split
- Package
- VRF
- Chiller
- Central unit
- Cold Room
- Other
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Unit overall condition
Compressor
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Number of compressors
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Defective compressors
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Compressor windings resistance measured
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Abnormal compressor temperature
Condenser
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Condenser coil condition
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Condenser fan functional
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Condenser fan current measured
Evaporator
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Evaporator coil condition
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Blower motor functional
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Blower motor winding resistance measured?
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Refrigerant superheat leaving coil in excess of 10 degrees?
Thermostat
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Thermostat functional
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Thermostat issues
Ductwork
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Issues with ductwork
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Issues with diffusers/grills
Expansion valve
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Expansion valve operation
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Expansion valve issues
Condensate drain
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Condensate drain line
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Condensate drain line issues
Support components
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Support components (drier, accumulator, etc.) condition
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Support component issues
Piping / Pipe run
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Pipe conditions
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Piping / pipe run issues
Electrical components
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Electrical components (sensors, circuit breakers, fuses, relays, etc.) condition
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Electrical component parameters
Flooring, access, platforms
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Flooring, access or platforms
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Issues/concerns
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Technical documentation (installation manual, parts list manual) for unit available?
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Overall recommendations
Assessment approval
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Manager's signature