HVAC SYSTEM EFFICIENCY AUDIT

Created by ChecklistGuro (https://checklistguro.com)

--- PRELIMINARY ASSESSMENT & DATA GATHERING ---
[ ] Date of Last HVAC System Inspection
[ ] Brief Description of HVAC System (e.g., Type, Age, Capacity)
[ ] Total Building Square Footage
[ ] Number of Occupants (Typical)
[ ] Type of Building (Office, Retail, Healthcare, etc.) (Office, Retail, Healthcare, Educational, Industrial, Other)
[ ] Existing Energy Bills (most recent 12 months) - summary of usage and costs.
[ ] Building HVAC System Layout/Schematics (if available)

--- BUILDING ENVELOPE & LOAD CALCULATION ---
[ ] Building Year of Construction
[ ] Description of Building Envelope Materials (walls, roof, windows)
[ ] U-Value of Exterior Walls (BTU/hr·ft²·°F)
[ ] R-Value of Roof Insulation
[ ] Window U-Factor
[ ] Solar Heat Gain Coefficient (SHGC) of Windows
[ ] Condition of Window Seals (drafty, good, deteriorating) (Drafty, Good, Deteriorating)
[ ] Notes on shading (overhangs, landscaping, etc.) and its impact on heating/cooling loads.

--- EQUIPMENT INSPECTION & PERFORMANCE EVALUATION ---
[ ] Chiller COP (Coefficient of Performance)
[ ] Boiler Thermal Efficiency (%)
[ ] AHU Fan Power (kW)
[ ] Visible Signs of Water Leaks on Equipment? (Yes, No, Unsure)
[ ] Notes on compressor noise or vibration (if applicable)
[ ] Condition of belts and pulleys (if applicable) (Good, Fair, Poor, N/A)
[ ] Supply Air Temperature (°C)
[ ] Return Air Temperature (°C)
[ ] Additional observations/comments on equipment performance

--- CONTROL SYSTEM ANALYSIS ---
[ ] BAS Version Number
[ ] BAS Manufacturer (Siemens, Honeywell, Johnson Controls, Tridium, Other)
[ ] Which of the following control strategies are implemented? (Demand Limiting, Optimal Start/Stop, Economizer Control, Night Purge, Supply Air Temperature Reset, Chilled Water Temperature Reset)
[ ] Describe any observed anomalies or unexpected behavior in the BAS.
[ ] Is trend data readily accessible and usable for analysis? (Yes, No, Partially)
[ ] Number of schedules actively utilized
[ ] Note any issues with point naming conventions or documentation quality.

--- DUCTWORK & AIR DISTRIBUTION ---
[ ] Overall Ductwork Condition Notes
[ ] Duct Leakage Assessment (No Visible Leaks, Minor Leaks (Easily Sealable), Significant Leaks Requiring Repair, Pressure Decay Test Performed (Results: _____))
[ ] Average Duct Static Pressure (inches of water)
[ ] Duct Insulation Condition (Excellent, Good, Fair, Poor)
[ ] Air Terminal Device (Register/Diffuser) Observations
[ ] Airflow Balancing Issues? (No Issues, Some Areas Over-Supplied, Some Areas Under-Supplied, Requires Balancing Report Review)
[ ] Ductwork/Air Distribution Photos
[ ] Duct Material Type (Galvanized Steel, Aluminum, Fiberglass Ductboard, Flexible Ductwork, Other (Specify: ________))

--- WATER SYSTEMS (CHILLED/HOT WATER) ---
[ ] Chilled Water Supply Temperature (Entering)
[ ] Chilled Water Return Temperature
[ ] Chilled Water Flow Rate (GPM)
[ ] Hot Water Supply Temperature (Entering)
[ ] Hot Water Return Temperature
[ ] Hot Water Flow Rate (GPM)
[ ] Water Treatment Type (e.g., Chemical, Ion Exchange) (Chemical, Ion Exchange, Reverse Osmosis, Other)
[ ] Observations regarding water treatment performance and any recent adjustments.
[ ] Visible Signs of Corrosion? (Yes, No, Uncertain)

--- ENERGY METERING & DATA ANALYSIS ---
[ ] Total HVAC Energy Consumption (kWh)
[ ] Peak HVAC Demand (kW)
[ ] Date of Last Energy Bill Review
[ ] Metering System Type (e.g., building automation, submetering) (Building Automation System (BAS), Submetering, Utility Bills Only, Other)
[ ] Which parameters are currently being monitored? (Temperature, Humidity, Energy Consumption, Water Flow, Pressure, Equipment Runtime)
[ ] Summary of Energy Consumption Trends (Past 12 Months)
[ ] U-Factor (if available - HVAC specific)
[ ] Does the facility have baseline data for comparison? (Yes, No)

--- REPORTING & RECOMMENDATIONS ---
[ ] Executive Summary of Findings
[ ] Estimated Total Cost Savings (Annual)
[ ] Estimated Return on Investment (ROI)
[ ] Prioritized Recommendations (Select all that apply) (Equipment Upgrades, Control System Optimization, Ductwork Sealing/Insulation, Building Envelope Improvements, Operational Adjustments, Energy Management System Implementation)
[ ] Detailed Recommendations & Justification (for each prioritized item)
[ ] Supporting Documentation (e.g., energy modeling reports, vendor quotes)
[ ] Recommended Implementation Start Date
[ ] Additional Notes or Comments
[ ] Auditor Signature

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