HVAC SYSTEM PERFORMANCE - RETAIL ZONES

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--- GENERAL ZONE OBSERVATIONS ---
[ ] Overall Zone Comfort Assessment
[ ] Zone Temperature (Current)
[ ] Visible Signs of Condensation? (Yes, No, Unsure)
[ ] Describe Any Unusual Noises from Equipment
[ ] Any Obvious Signs of Drafts? (Yes, No, Unsure)
[ ] Notes on Occupancy Levels & Activities

--- TEMPERATURE & HUMIDITY ---
[ ] Zone Temperature (Current)
[ ] Zone Temperature (Set Point)
[ ] Humidity (Current)
[ ] Humidity (Set Point)
[ ] Temperature Comfort Level (Excellent, Good, Acceptable, Uncomfortable)
[ ] Humidity Comfort Level (Excellent, Good, Acceptable, Uncomfortable)
[ ] Notes on Temperature/Humidity Discrepancies
[ ] Date of Temperature/Humidity Reading
[ ] Time of Temperature/Humidity Reading

--- AIRFLOW & DISTRIBUTION ---
[ ] Supply Air Temperature (SAT) - Zone 1 (°F)
[ ] Return Air Temperature (RAT) - Zone 1 (°F)
[ ] Measured Air Velocity at Diffuser 1 (ft/min)
[ ] Diffuser Orientation - Diffuser 1 (Upward, Downward, Horizontal, Adjustable)
[ ] Airflow Issues Observed (Check all that apply) (Drafts, Uneven Temperature, Stagnant Air, Noise, None)
[ ] Detailed Description of Airflow Issues (if any)
[ ] Location of Most Significant Airflow Issue

--- EQUIPMENT PERFORMANCE - COOLING ---
[ ] Supply Air Temperature (°F)
[ ] Return Air Temperature (°F)
[ ] Chilled Water Supply Temperature (°F)
[ ] Chilled Water Return Temperature (°F)
[ ] Condenser Water Temperature (°F)
[ ] Refrigerant Pressure (High Side) (PSI)
[ ] Refrigerant Pressure (Low Side) (PSI)
[ ] Compressor Operating Status (On, Off, Cycling, Fault)
[ ] Notes on Compressor Performance (e.g., unusual noises, vibrations)

--- EQUIPMENT PERFORMANCE - HEATING ---
[ ] Furnace Supply Air Temperature (Actual)
[ ] Furnace Return Air Temperature (Actual)
[ ] Furnace Discharge Air Temperature (Actual)
[ ] Heating System Pressure (PSIG)
[ ] Heating System Amperage Draw
[ ] Flame Sensor Condition (Good, Dirty/Contaminated, Damaged, N/A (No Flame Sensor))
[ ] Date of Last Heating System Maintenance
[ ] Notes on Heating System Performance/Observations

--- VENTILATION & AIR QUALITY ---
[ ] Outdoor Air Intake Damper Position (%)
[ ] Exhaust Fan RPM (if applicable)
[ ] Visible signs of mold or mildew? (Yes, No, Unsure)
[ ] Describe any unusual odors detected.
[ ] CO2 Levels (ppm)
[ ] Supply Air Filter Condition (New, Acceptable, Needs Replacement, Severely Dirty)
[ ] Notes on ventilation system performance or unusual readings.

--- ENERGY EFFICIENCY & CONTROLS ---
[ ] Zone Energy Consumption (kWh/month)
[ ] Overall HVAC System Efficiency (EER/SEER/COP)
[ ] Control System Schedule Verification (Schedule Adhered To, Schedule Deviation - Minor, Schedule Deviation - Significant)
[ ] Demand Response Program Enrollment (Enrolled and Active, Enrolled but Inactive, Not Enrolled)
[ ] Notes on Control System Performance and Recommendations
[ ] Variable Frequency Drive (VFD) Status (if applicable) - % Operating Speed
[ ] Economizer Functioning (if applicable) (Functioning Correctly, Not Functioning, Needs Adjustment)
[ ] Date of Last Control System Optimization Review

--- MAINTENANCE & OPERATIONAL RECORDS ---
[ ] Last Filter Change Date
[ ] Filter Change Mileage/Operating Hours
[ ] Last Coil Cleaning Date
[ ] Summary of Recent Maintenance Activities
[ ] Equipment Runtime Hours (Since Last Maintenance)
[ ] Maintenance Log Completeness (Complete and Up-to-Date, Mostly Complete, Incomplete)
[ ] Upload Relevant Maintenance Reports
[ ] Any Notable Issues Reported in Maintenance Logs?

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