1501000 J Facility Management.pdf

SECTION J – 1501000

Facility Management

ATTACHMENT NUMBER ATTACHMENT TITLE

J-1501000-01 Definitions and Acronyms

J-1501000-02 References and Technical Documents

J-1501000-03 Meter Group Descriptions and Direct Condition Rating Guidance

J-1501000-04 General Direct Condition Rating Guidance

ATTACHMENT J-1501000-01

DEFINITIONS AND ACRONYMS

TERM DEFINITION

CONDITION BASED

MAINTENANCE

MANAGEMENT

A maintenance philosophy that encompasses a condition management cycle that is sustained throughout the entire life-cycle of a facility and its constituent component sections, or assets.

FACILITIES LIFE CYCLE A facilities life cycle is divided into four stages, requirements (planning and design), acquisition (construction and acceptance), stewardship

(operations, maintenance and repair), and disposal.

INFRASTRUCTURE

CONDITION ASSESSMENT

PROGRAM

A foundational component of Condition Based Maintenance Management

(CBMM). ICAP comprises three of the four CBMM quadrants: Inventory, Assessment, and Analysis.

FACILITIES MAINTENANCE

MANAGEMENT

The planning, prioritizing, organizing, controlling, reporting, evaluating, and adjusting of facilities maintenance operations to support the

CNO/NAVFAC facilities policy and objectives and satisfy customers’ facility needs. Defined by the International Facility Management

Association as “the practice of coordinating the physical workplace with the people and work of the organization.”

LIFE-CYCLE COSTS A form of economic analysis that considers the total cost of owning, operating, and maintaining a building or system over its useful life.

REAL PROPERTY Land and improvements to land (i.e., facilities). It includes equipment affixed and built into the facility as an integral part of the facility (such as heating systems), but not movable equipment (e.g., plant equipment, industrial equipment, buoys).

RESTORATION Restoration of real property to such a condition that it can be used for its intended purpose. Includes repair or replacement work to restore facilities damaged by inadequate sustainment, excessive age, natural disaster, fire, accident or other causes.

SUSTAINMENT Maintenance and repair activities necessary to keep a typical inventory of facilities in “normal working condition”. Sustainment includes regularly scheduled maintenance as well as cyclical major repairs or replacement of components that occur periodically over the expected service life of the facilities.

UNIFORMAT

CLASSIFICATION

A standard classification of building components established by the

National Institute of Standards and Technology.

Acronym Title

BFR Basic Facility Requirements

CBMM Condition Based Maintenance Management

ICAP Infrastructure Condition Assessment Program

IMP Integrated Maintenance Program

MDI Mission Dependency Index

MILCON Military Construction

PM Preventive Maintenance

POAM Plan of Action and Milestones

RSIP Regional Shore Infrastructure Plan

ATTACHMENT J-1501000-02

REFERENCES AND TECHNICAL DOCUMENTS

Reference Title

NAVFAC P-78 Real Property Inventory Procedures Manual

OPNAVINST 11011.10 Utilization of Navy Real Property

SECNAVINST 11011.47 Acquisition, Management, and Disposal of Real Property and Real Property

Interests by the Department of the Navy

ATTACHMENT J-1501000-03

METER GROUP DESCRIPTIONS AND DIRECT CONDITION RATING GUIDANCE

D3030130 - Chiller, Reciprocating, Water Cooled

Meter & Description Direct Condition Rating Guidance Condition

CR-5140 - Record the condition of the

Compressor

GREEN: No excessive noise, vibration, or overheating from compressor, little to no damage and fully operational

AMBER: Excessive Noise, Vibration, or overheating noticeable from compressor, but compressor is still functional

RED: Unacceptable Noise, Vibration, or overheating from compressor, significant damage, and/or operationally impaired

CR-5155 - Record the condition of the

Condenser

GREEN: Minimal corrosion or fouling of the condenser/coils, no damage

AMBER: Minimal to noticeable signs of corrosion on coils, or coils are clogged, still operational

RED: Significant damage, corrosion or fouling of the condenser/coils, no damage, operationally impaired

CR-5200 - Record the condition of the Controls

GREEN: Controls function properly

AMBER: Controls need calibrating

RED: Controls are damaged and/or not operational

CR-5295 - Record the

Enclosure

GREEN: Minimal damage and corrosion on Enclosure, fully secured

AMBER: Noticeable damage/corrosion to Enclosure, Panels may be slightly detached, loose or displaced

RED: Significant damage/corrosion to Enclosure, a number of panels are loose, displaced, or missing

CR-5305 - Record the

Evaporator

GREEN: Minimal corrosion or fouling of the evaporator/coils, no damage

AMBER: Minimal to noticeable signs of corrosion on coils, or coils are clogged, still operational

RED: Significant damage, corrosion or fouling of the evaporator/coils, operationally impaired

CR-5530 - Record the

Piping/Fittings/Valves

GREEN: Piping/fittings free of leaks, all connections are tight, valves operate properly, insulation is in place, minimal corrosion

AMBER: Piping/Fittings show noticeable signs of corrosion, missing or damaged insulation, but connections are tight and no leaking

RED: Piping/Fittings are damaged and leaking, valves are not functioning, significant internal scale and corrosion may lead to clogs

CR-5565 - Record the condition of the Receiver

Tank

GREEN: Tank has little to no damage or corrosion, no leaks, insulation is intact where applicable, stable and secure

AMBER: Tank has some damage or corrosion, insulation may be mission, very minor leaks may be present, but overall holds its contents, is stable and secure

RED: Tank has noticeable damage, punctures, holes, and leaks, may be unstable or not fully secured

D3030135 - Chiller, Reciprocating, Air Cooled

Meter & Description Direct Condition Rating Guidance Condition

CR-5140 - Record the condition of the

Compressor

GREEN: No excessive noise, vibration, or overheating from compressor, little to no damage and fully operational

AMBER: Excessive Noise, Vibration, or overheating noticeable from compressor, but compressor is still functional

CR-5155 - Record the condition of the

Condenser

GREEN: Minimal corrosion or fouling of the condenser/coils, no damage

AMBER: Minimal to noticeable signs of corrosion on coils, or coils are clogged, still operational

CR-5175 - Record the

Condenser Fan(s)

Assembly

GREEN: Motor operates properly, free of excessive noise/vibration, or overheating

AMBER: Motor exhibits unusual noise/vibration, but still operational, may require maintenance

RED: Motor exhibits excessive noise/vibration, overheating, and/or operation is significantly impaired

GREEN: Controls function properly

Enclosure

GREEN: Minimal damage and corrosion on Enclosure, fully secured

AMBER: Noticeable damage/corrosion to Enclosure, Panels may be slightly detached, loose or displaced

Evaporator

GREEN: Minimal corrosion or fouling of the evaporator/coils, no damage

AMBER: Minimal to noticeable signs of corrosion on coils, or coils are clogged, still operational

CR-5520 - Record the

Pipes/Fittings/Valves

GREEN: Piping/fittings free of leaks, all connections are tight, valves operate properly, insulation is in place, minimal corrosion

AMBER: Piping/Fittings show noticeable signs of corrosion, missing or damaged insulation, but connections are tight and no leaking

Tank

GREEN: Tank has little to no damage or corrosion, no leaks, insulation is intact where applicable, stable and secure

AMBER: Tank has some damage or corrosion, insulation may be mission, very minor leaks may be present, but overall holds its contents, is stable and secure

CR-5690 - Record the

Wiring/Connections

GREEN: Wiring is protected/insulated and connections are secure

AMBER: Wiring is may be frayed but not exposed, connection are generally secure, no noticeable risk of unintentional grounding

RED: Wiring is significantly deteriorated or frayed, connection are loose, or risk of unintentional grounding

D3030140 - Chiller, Centrifugal, Water Cooled

CR-5110 - Record the

Centrifugal Motor

GREEN: Motor operates properly, free of excessive noise/vibration, or overheating

AMBER: Motor exhibits unusual noise/vibration, but still operational, may require maintenance

CR-5140 - Record the

Compressor

GREEN: No excessive noise, vibration, or overheating from compressor, little to no damage and fully operational

AMBER: Excessive Noise, Vibration, or overheating noticeable from compressor, but compressor is still functional

Condenser

GREEN: Minimal corrosion or fouling of the condenser/coils, no damage

AMBER: Minimal to noticeable signs of corrosion on coils, or coils are clogged, still operational

CR-5210 - Record the

Controls/Sensors

GREEN: Controls function properly

Enclosure

GREEN: Minimal damage and corrosion on Enclosure, fully secured

AMBER: Noticeable damage/corrosion to Enclosure, Panels may be slightly detached, loose or displaced

Evaporator

GREEN: Minimal corrosion or fouling of the evaporator/coils, no damage

AMBER: Minimal to noticeable signs of corrosion on coils, or coils are clogged, still operational

Piping/Fittings/Valves

GREEN: Piping/fittings free of leaks, all connections are tight, valves operate properly, insulation is in place, minimal corrosion

AMBER: Piping/Fittings show noticeable signs of corrosion, missing or damaged insulation, but connections are tight and no leaking

Tank

GREEN: Tank has little to no damage or corrosion, no leaks, insulation is intact where applicable, stable and secure

AMBER: Tank has some damage or corrosion, insulation may be mission, very minor leaks may be present, but overall holds its contents, is stable and secure

D3030310 - Cooling Tower, Galvanized

CR-5025 - Record the condition of the

Basin/Sump

GREEN: Sump has minimal damage or corrosion, no leaking

AMBER: Sump has noticeable damage or corrosion, but no leaking

RED: Sump has significant damage or corrosion, and noticeable leaking, operationally impaired

CR-5280 - Record the

Electrodes

GREEN: Conductivity Electrodes have minimal damage and corrosion, secure connections and fully functional

AMBER: Conductivity Electrodes have noticeable damage and corrosion, some loose connections but still functional

RED: Conductivity Electrodes have significant damage and corrosion, loose or missing connections, operationally impaired

CR-5325 - Record the condition of the Fan

Assembly

GREEN: Fan blades are in balance and free of damage or corrosion

AMBER: Excessive Noise/Vibration, but blades not bent or corroded, fully operational

RED: Fans blades are out of balance, significantly bent or corroded, or fan is operationally impaired

CR-5350 - Record the condition of the Fill

Material

GREEN: Filter has minimal to no dirt and debris, free of damage

AMBER: Filter shows noticeable signs of debris, but little to no damage allowing unobstructed flow

RED: Air Filter clogged with dirt and debris, or shows signs of damage such as, punctures, tears, rips

Pipes/Fittings/Valves

GREEN: Piping/fittings free of leaks, all connections are tight, valves operate properly, insulation is in place, minimal corrosion

AMBER: Piping/Fittings show noticeable signs of corrosion, missing or damaged insulation, but connections are tight and no leaking

D3030320 - Cooling Tower, Fiberglass

CR-5025 - Record the condition of the

Basin/Sump

GREEN: Sump has minimal damage or corrosion, no leaking

AMBER: Sump has noticeable damage or corrosion, but no leaking

Electrodes

GREEN: Conductivity Electrodes have minimal damage and corrosion, secure connections and fully functional

AMBER: Conductivity Electrodes have noticeable damage and corrosion, some loose connections but still functional

Assembly

GREEN: Fan blades are in balance and free of damage or corrosion

AMBER: Excessive Noise/Vibration, but blades not bent or corroded, fully operational

Material

GREEN: Filter has minimal to no dirt and debris, free of damage

AMBER: Filter shows noticeable signs of debris, but little to no damage allowing unobstructed flow

Pipes/Fittings/Valves

GREEN: Piping/fittings free of leaks, all connections are tight, valves operate properly, insulation is in place, minimal corrosion

AMBER: Piping/Fittings show noticeable signs of corrosion, missing or damaged insulation, but connections are tight and no leaking

D3030330 - Cooling Tower, Stainless Steel

CR-5025 - Record the condition of the

Basin/Sump

GREEN: Sump has minimal damage or corrosion, no leaking

AMBER: Sump has noticeable damage or corrosion, but no leaking

Electrodes

GREEN: Conductivity Electrodes have minimal damage and corrosion, secure connections and fully functional

AMBER: Conductivity Electrodes have noticeable damage and corrosion, some loose connections but still functional

Assembly

GREEN: Fan blades are in balance and free of damage or corrosion

AMBER: Excessive Noise/Vibration, but blades not bent or corroded, fully operational

Material

GREEN: Filter has minimal to no dirt and debris, free of damage

AMBER: Filter shows noticeable signs of debris, but little to no damage allowing unobstructed flow

Pipes/Fittings/Valves

GREEN: Piping/fittings free of leaks, all connections are tight, valves operate properly, insulation is in place, minimal corrosion

AMBER: Piping/Fittings show noticeable signs of corrosion, missing or damaged insulation, but connections are tight and no leaking

D3030902 - Condenser, DX, Evaporative

CR-5325 - Record the condition of the Fan

Assembly

GREEN: Fan blades are in balance and free of damage or corrosion

AMBER: Excessive Noise/Vibration, but blades not bent or corroded, fully operational

CR-5495 - Record the condition of the Louvers

GREEN: Louvers have minimal damage and corrosion, fully secured

AMBER: Louvers have noticeable damage and corrosion, may be loose but still operational

RED: Louvers have significant damage and corrosion, may be loose, missing, and/or operationally impaired

CR-5515 - Record the condition of the Nozzles

GREEN: Nozzles show no signs of damage, corrosion, or clogging, fully operational

AMBER: Nozzles have some damage, corrosion, or clogs, noticeable obstruction of flow, but operational

RED: Nozzles have significant damage and corrosion, severely obstructed flow, operationally impaired

CR-5615 - Record the condition of the Sump

Pump

GREEN: Pump has minimal damage or corrosion, no unusual noise/vibration, no leaks, and is fully operational

AMBER: Pump has noticeable damage or corrosion, slight leaking, unusual noise/vibration, but still operational

RED: Pump has significant damage or corrosion, excessive noise/vibration, noticeable leaking, and/or is operationally impaired

Wiring/Connections

GREEN: Wiring is protected/insulated and connections are secure

AMBER: Wiring is may be frayed but not exposed, connection are generally secure, no noticeable risk of unintentional grounding

D3030903 - Packaged DX Refrigerant System

CR-5140 - Record the condition of the

Compressor

GREEN: No excessive noise, vibration, or overheating from compressor, little to no damage and fully operational

AMBER: Excessive Noise, Vibration, or overheating noticeable from compressor, but compressor is still functional

Condenser Fan(s)

Assembly

GREEN: Motor operates properly, free of excessive noise/vibration, or overheating

AMBER: Motor exhibits unusual noise/vibration, but still operational, may require maintenance

CR-5185 - Record the

Condensing Coils

GREEN: Coils have minimal scaling and free of debris.

AMBER: Coils are clogged, or show significant scaling and deterioration, but minimal damage.

RED: Coils are clogged, show some signs of damage, or significant scaling and deterioration.

CR-5200 - Record the condition of the Controls

GREEN: Controls function properly

Piping/Fittings/Valves

GREEN: Piping/fittings free of leaks, all connections are tight, valves operate properly, insulation is in place, minimal corrosion

AMBER: Piping/Fittings show noticeable signs of corrosion, missing or damaged insulation, but connections are tight and no leaking

Wiring/Connections

GREEN: Wiring is protected/insulated and connections are secure

AMBER: Wiring is may be frayed but not exposed, connection are generally secure, no noticeable risk of unintentional grounding

D3040106 - Air Handling Unit, Field Fabricated

CR-5120 - Record the condition of the Coils

(Cooling)

GREEN: Coils have minimal scaling and free of debris.

AMBER: Coils are clogged, or show significant scaling and deterioration, but minimal damage.

CR-5125 - Record the condition of the Coils

(Heating)

GREEN: Coils have minimal scaling and free of debris.

AMBER: Coils are clogged, or show significant scaling and deterioration, but minimal damage.

CR-5145 - Record the

Condensate Piping

GREEN: Piping/fittings free of leaks, all connections are tight, valves operate properly, insulation is in place, minimal corrosion

AMBER: Piping/Fittings show noticeable signs of corrosion, missing or damaged insulation, but connections are tight and no leaking

Controls/Sensors

GREEN: Controls function properly

CR-5235 - Record the condition of the Dampers

GREEN: Damper has minimal damage, is secured and aligned properly, and fully operational

AMBER: Damper has noticeable damage and corrosion, may be slightly loose or misaligned, but still operational

RED: Damper has significant damage and corrosion, noticeably loose, misaligned, or missing, and/or operationally impaired

CR-5260 - Record the condition of the Drain

Pan

GREEN: Drain Pan has minimal damage or corrosion

AMBER: Drain Pan has noticeable damage or corrosion, but no leaks

RED: Drain Pan has significant damage or corrosion, and noticeable leaks

Enclosure

GREEN: Minimal damage and corrosion on Enclosure, fully secured

AMBER: Noticeable damage/corrosion to Enclosure, Panels may be slightly detached, loose or displaced

CR-5330 - Record the

Assy

GREEN: Fan blades are in balance and free of damage or corrosion

AMBER: Excessive Noise/Vibration, but blades not bent or corroded, fully operational

Piping/Fittings/Valves

GREEN: Piping/fittings free of leaks, all connections are tight, valves operate properly, insulation is in place, minimal corrosion

AMBER: Piping/Fittings show noticeable signs of corrosion, missing or damaged insulation, but connections are tight and no leaking

D3040110 - Air Handling Unit, Central Station

CR-5120 - Record the condition of the Coils

(Cooling)

GREEN: Coils have minimal scaling and free of debris.

AMBER: Coils are clogged, or show significant scaling and deterioration, but minimal damage.

(Heating)

GREEN: Coils have minimal scaling and free of debris.

AMBER: Coils are clogged, or show significant scaling and deterioration, but minimal damage.

GREEN: Controls function properly

GREEN: Damper has minimal damage, is secured and aligned properly, and fully operational

AMBER: Damper has noticeable damage and corrosion, may be slightly loose or misaligned, but still operational

Pan

GREEN: Drain Pan has minimal damage or corrosion

AMBER: Drain Pan has noticeable damage or corrosion, but no leaks

Enclosure

GREEN: Minimal damage and corrosion on Enclosure, fully secured

AMBER: Noticeable damage/corrosion to Enclosure, Panels may be slightly detached, loose or displaced

CR-5340 - Record the condition of the Fan(s)

Assembly

GREEN: Fan blades are in balance and free of damage or corrosion

AMBER: Excessive Noise/Vibration, but blades not bent or corroded, fully operational

CR-5495 - Record the condition of the Louvers

GREEN: Louvers have minimal damage and corrosion, fully secured

AMBER: Louvers have noticeable damage and corrosion, may be loose but still operational

Piping/Fittings/Valves

GREEN: Piping/fittings free of leaks, all connections are tight, valves operate properly, insulation is in place, minimal corrosion

AMBER: Piping/Fittings show noticeable signs of corrosion, missing or damaged insulation, but connections are tight and no leaking

D3040114 - Air Handling Unit, Rooftop

CR-5120 - Record the condition of the Coils

(Cooling)

GREEN: Coils have minimal scaling and free of debris.

AMBER: Coils are clogged, or show significant scaling and deterioration, but minimal damage.

(Heating)

GREEN: Coils have minimal scaling and free of debris.

AMBER: Coils are clogged, or show significant scaling and deterioration, but minimal damage.

GREEN: Controls function properly

GREEN: Damper has minimal damage, is secured and aligned properly, and fully operational

AMBER: Damper has noticeable damage and corrosion, may be slightly loose or misaligned, but still operational

Pan

GREEN: Drain Pan has minimal damage or corrosion

AMBER: Drain Pan has noticeable damage or corrosion, but no leaks

Enclosure

GREEN: Minimal damage and corrosion on Enclosure, fully secured

AMBER: Noticeable damage/corrosion to Enclosure, Panels may be slightly detached, loose or displaced

CR-5340 - Record the condition of the Fan(s)

Assembly

GREEN: Fan blades are in balance and free of damage or corrosion

AMBER: Excessive Noise/Vibration, but blades not bent or corroded, fully operational

CR-5495 - Record the condition of the Louvers

GREEN: Louvers have minimal damage and corrosion, fully secured

AMBER: Louvers have noticeable damage and corrosion, may be loose but still operational

Piping/Fittings/Valves

GREEN: Piping/fittings free of leaks, all connections are tight, valves operate properly, insulation is in place, minimal corrosion

AMBER: Piping/Fittings show noticeable signs of corrosion, missing or damaged insulation, but connections are tight and no leaking

D3040220 - Fan System, Centrifugal In-Line

CR-5200 - Record the condition of the Controls

GREEN: Controls function properly

GREEN: Damper has minimal damage, is secured and aligned properly, and fully operational

AMBER: Damper has noticeable damage and corrosion, may be slightly loose or misaligned, but still operational

Enclosure

GREEN: Minimal damage and corrosion on Enclosure, fully secured

AMBER: Noticeable damage/corrosion to Enclosure, Panels may be slightly detached, loose or displaced

Assy

GREEN: Fan blades are in balance and free of damage or corrosion

AMBER: Excessive Noise/Vibration, but blades not bent or corroded, fully operational

Wiring/Connections

GREEN: Wiring is protected/insulated and connections are secure

AMBER: Wiring is may be frayed but not exposed, connection are generally secure, no noticeable risk of unintentional grounding

D3040230 - Fan System, Utility Set

CR-5330 - Record the condition of the Fan

Assy

GREEN: Fan blades are in balance and free of damage or corrosion

AMBER: Excessive Noise/Vibration, but blades not bent or corroded, fully operational

CR-5630 - Record the condition of the Switches

Controls

GREEN: Switches function properly

AMBER: None

RED: Switches do not function properly

Wiring/Connections

GREEN: Wiring is protected/insulated and connections are secure

AMBER: Wiring is may be frayed but not exposed, connection are generally secure, no noticeable risk of unintentional grounding

D3040240 - Fan System, Roof Exhaust

CR-5200 - Record the condition of the Controls

GREEN: Controls function properly

GREEN: Damper has minimal damage, is secured and aligned properly, and fully operational

AMBER: Damper has noticeable damage and corrosion, may be slightly loose or misaligned, but still operational

Enclosure

GREEN: Minimal damage and corrosion on Enclosure, fully secured

AMBER: Noticeable damage/corrosion to Enclosure, Panels may be slightly detached, loose or displaced

Assy

GREEN: Fan blades are in balance and free of damage or corrosion

AMBER: Excessive Noise/Vibration, but blades not bent or corroded, fully operational

Wiring/Connections

GREEN: Wiring is protected/insulated and connections are secure

AMBER: Wiring is may be frayed but not exposed, connection are generally secure, no noticeable risk of unintentional grounding

D3040330 - Circulating Pump, End Suction

CR-5045 - Record the condition of the Booster

Pump, w/ Oil Reservoir

GREEN: Pump has minimal damage or corrosion, no unusual noise/vibration, no leaks, and is fully operational AMBER: Pump has noticeable damage or corrosion, slight leaking, unusual noise/vibration, but still operational RED: Pump has significant damage or corrosion, excessive noise/vibration, noticeable leaking, and/or is operationally impaired

D3040340 - Circulating Pump, Double Suction

CR-5045 - Record the condition of the Booster

Pump, w/ Oil Reservoir

GREEN: Pump has minimal damage or corrosion, no unusual noise/vibration, no leaks, and is fully operational AMBER: Pump has noticeable damage or corrosion, slight leaking, unusual noise/vibration, but still operational RED: Pump has significant damage or corrosion, excessive noise/vibration, noticeable leaking, and/or is operationally impaired

D3040610 - Heat Exchanger, Plate Type

CR-5200 - Record the condition of the Controls

GREEN: Controls function properly

CR-5375 - Record the

Frame/Supports

GREEN: Supports have minimal damage and corrosion, are fully stable and secure

AMBER: Supports have noticeable damage and corrosion, but still structurally stable and secure

RED: Supports have significant damage and corrosion, and/or unstable or not secured

CR-5465 - Record the

Insulation

GREEN: Insulation has minimal deterioration, and is mostly in place where necessary

AMBER: Insulation has noticeable deterioration, portions may be loose or displaced, but mostly intact

RED: Insulation is significantly damaged, or large portions are displaced or missing

Piping/Fittings/Valves

GREEN: Piping/fittings free of leaks, all connections are tight, valves operate properly, insulation is in place, minimal corrosion

AMBER: Piping/Fittings show noticeable signs of corrosion, missing or damaged insulation, but connections are tight and no leaking

CR-5570 - Record the condition of the Relief

Valve

GREEN: Valve has little to no damage or corrosion, is fully operational

AMBER: Valve shows some damage or corrosion, valve functions but may require calibration

RED: Valve has significant damage or corrosion, is operationally impaired

CR-5590 - Record the condition of the Steam

Modulating Valve

GREEN: Valve has little to no damage or corrosion, is fully operational

AMBER: Valve shows some damage or corrosion, valve functions but may require calibration

D3040620 - Heat Exchanger, Shell Tube

CR-5200 - Record the condition of the Controls

GREEN: Controls function properly

CR-5375 - Record the

Frame/Supports

GREEN: Supports have minimal damage and corrosion, are fully stable and secure

AMBER: Supports have noticeable damage and corrosion, but still structurally stable and secure

RED: Supports have significant damage and corrosion, and/or unstable or not secured

CR-5465 - Record the

Insulation

GREEN: Insulation has minimal deterioration, and is mostly in place where necessary

AMBER: Insulation has noticeable deterioration, portions may be loose or displaced, but mostly intact

RED: Insulation is significantly damaged, or large portions are displaced or missing

Piping/Fittings/Valves

GREEN: Piping/fittings free of leaks, all connections are tight, valves operate properly, insulation is in place, minimal corrosion

AMBER: Piping/Fittings show noticeable signs of corrosion, missing or damaged insulation, but connections are tight and no leaking

CR-5570 - Record the condition of the Relief

Valve

GREEN: Valve has little to no damage or corrosion, is fully operational

AMBER: Valve shows some damage or corrosion, valve functions but may require calibration

CR-5590 - Record the condition of the Steam

Modulating Valve

GREEN: Valve has little to no damage or corrosion, is fully operational

AMBER: Valve shows some damage or corrosion, valve functions but may require calibration

D3050170 - Split Systems With Air Cooled Condensing Units

CR-5120 - Record the condition of the Coils

(Cooling)

GREEN: Coils have minimal scaling and free of debris.

AMBER: Coils are clogged, or show significant scaling and deterioration, but minimal damage.

(Heating)

GREEN: Coils have minimal scaling and free of debris.

AMBER: Coils are clogged, or show significant scaling and deterioration, but minimal damage.

Compressor

GREEN: No excessive noise, vibration, or overheating from compressor, little to no damage and fully operational

AMBER: Excessive Noise, Vibration, or overheating noticeable from compressor, but compressor is still functional

RED: Unacceptable Noise, Vibration, or overheating from compressor, significant damage, and/or operationally impaired

Condenser

GREEN: Minimal corrosion or fouling of the condenser/coils, no damage

AMBER: Minimal to noticeable signs of corrosion on coils, or coils are clogged, still operational

RED: Significant damage, corrosion or fouling of the condenser/coils, no damage, operationally impaired

GREEN: Motor operates properly, free of excessive noise/vibration, or overheating

AMBER: Motor exhibits unusual noise/vibration, but still operational, Condenser Fan(s)

Assembly may require maintenance

RED: Motor exhibits excessive noise/vibration, overheating, and/or operation is significantly impaired

CR-5200 - Record the condition of the Controls

GREEN: Controls function properly

Pan

GREEN: Drain Pan has minimal damage or corrosion

AMBER: Drain Pan has noticeable damage or corrosion, but no leaks

RED: Drain Pan has significant damage or corrosion, and noticeable leaks

CR-5460 - Record the condition of the Indoor

Fan Motor Assembly

GREEN: Motor operates properly, free of excessive noise/vibration, or overheating

AMBER: Motor exhibits unusual noise/vibration, but still operational, may require maintenance

Piping/Fittings/Valves

GREEN: Piping/fittings free of leaks, all connections are tight, valves operate properly, insulation is in place, minimal corrosion

AMBER: Piping/Fittings show noticeable signs of corrosion, missing or damaged insulation, but connections are tight and no leaking

RED: Piping/Fittings are damaged and leaking, valves are not functioning, significant internal scale and corrosion may lead to clogs

Wiring/Connections

GREEN: Wiring is protected/insulated and connections are secure

AMBER: Wiring is may be frayed but not exposed, connection are generally secure, no noticeable risk of unintentional grounding

RED: Wiring is significantly deteriorated or frayed, connection are loose, or risk of unintentional grounding

D3050185 - Computer Room Cooling Units

CR-5120 - Record the condition of the Coils

(Cooling)

GREEN: Coils have minimal scaling and free of debris.

AMBER: Coils are clogged, or show significant scaling and deterioration, but minimal damage.

(Heating)

GREEN: Coils have minimal scaling and free of debris.

AMBER: Coils are clogged, or show significant scaling and deterioration, but minimal damage.

CR-5150 - Record the

Condensate Pump

GREEN: Pump has minimal damage or corrosion, no unusual noise/vibration, no leaks, and is fully operational

AMBER: Pump has noticeable damage or corrosion, slight leaking, unusual noise/vibration, but still operational

RED: Pump has significant damage or corrosion, excessive noise/vibration, noticeable leaking, and/or is operationally impaired

Controls/Sensors

GREEN: Controls function properly

Pan

GREEN: Drain Pan has minimal damage or corrosion

AMBER: Drain Pan has noticeable damage or corrosion, but no leaks

Enclosure

GREEN: Minimal damage and corrosion on Enclosure, fully secured

AMBER: Noticeable damage/corrosion to Enclosure, Panels may be slightly detached, loose or displaced

Assy

GREEN: Fan blades are in balance and free of damage or corrosion

AMBER: Excessive Noise/Vibration, but blades not bent or corroded, fully operational

CR-5450 - Record the

Humidifier

GREEN: Pan has minimal damage or corrosion

AMBER: Pan has noticeable damage or corrosion, but no leaks

RED: Pan has significant damage or corrosion, and noticeable leaks

Piping/Fittings/Valves

GREEN: Piping/fittings free of leaks, all connections are tight, valves operate properly, insulation is in place, minimal corrosion

AMBER: Piping/Fittings show noticeable signs of corrosion, missing or damaged insulation, but connections are tight and no leaking

D3050201 - Packaged A/C, Air Cooled, Elec Heat

CR-5120 - Record the condition of the Coils

(Cooling)

GREEN: Coils have minimal scaling and free of debris.

AMBER: Coils are clogged, or show significant scaling and deterioration, but minimal damage.

(Heating)

GREEN: Coils have minimal scaling and free of debris.

AMBER: Coils are clogged, or show significant scaling and deterioration, but minimal damage.

Compressor

GREEN: No excessive noise, vibration, or overheating from compressor, little to no damage and fully operational

AMBER: Excessive Noise, Vibration, or overheating noticeable from compressor, but compressor is still functional

Condenser

GREEN: Minimal corrosion or fouling of the condenser/coils, no damage

AMBER: Minimal to noticeable signs of corrosion on coils, or coils are clogged, still operational

Condenser Fan(s)

Assembly

GREEN: Motor operates properly, free of excessive noise/vibration, or overheating

AMBER: Motor exhibits unusual noise/vibration, but still operational, may require maintenance

D3050201 - Packaged A/C, Air Cooled, Elec Heat

CR-5200 - Record the condition of the Controls

GREEN: Controls function properly

Pan

GREEN: Drain Pan has minimal damage or corrosion

AMBER: Drain Pan has noticeable damage or corrosion, but no leaks

CR-5275 - Record the condition of the Duct

Connectors

GREEN: Ductwork has little to no damage or corrosion, insulation is intact and there are no holes, leaks, or blockages

AMBER: Ductwork has noticeable damage or corrosion, but minimal leaks or blockages

RED: Ductwork has significant damage or corrosion, holes, punctures, leaks, or blockages. Operation is severely impaired

Enclosure

GREEN: Minimal damage and corrosion on Enclosure, fully secured

AMBER: Noticeable damage/corrosion to Enclosure, Panels may be slightly detached, loose or displaced

Assy

GREEN: Fan blades are in balance and free of damage or corrosion

AMBER: Excessive Noise/Vibration, but blades not bent or corroded, fully operational

Piping/Fittings/Valves

GREEN: Piping/fittings free of leaks, all connections are tight, valves operate properly, insulation is in place, minimal corrosion

AMBER: Piping/Fittings show noticeable signs of corrosion, missing or damaged insulation, but connections are tight and no leaking

Wiring/Connections

GREEN: Wiring is protected/insulated and connections are secure

AMBER: Wiring is may be frayed but not exposed, connection are generally secure, no noticeable risk of unintentional grounding

D3050203 - Packaged A/C, Air Cooled, HW Heat

CR-5120 - Record the condition of the Coils

(Cooling)

GREEN: Coils have minimal scaling and free of debris.

AMBER: Coils are clogged, or show significant scaling and deterioration, but minimal damage.

(Heating)

GREEN: Coils have minimal scaling and free of debris.

AMBER: Coils are clogged, or show significant scaling and deterioration, but minimal damage.

D3050203 - Packaged A/C, Air Cooled, HW Heat

CR-5140 - Record the condition of the

Compressor

GREEN: No excessive noise, vibration, or overheating from compressor, little to no damage and fully operational

AMBER: Excessive Noise, Vibration, or overheating noticeable from compressor, but compressor is still functional

Condenser

GREEN: Minimal corrosion or fouling of the condenser/coils, no damage

AMBER: Minimal to noticeable signs of corrosion on coils, or coils are clogged, still operational

Condenser Fan(s)

Assembly

GREEN: Motor operates properly, free of excessive noise/vibration, or overheating

AMBER: Motor exhibits unusual noise/vibration, but still operational, may require maintenance

GREEN: Controls function properly

Pan

GREEN: Drain Pan has minimal damage or corrosion

AMBER: Drain Pan has noticeable damage or corrosion, but no leaks

CR-5275 - Record the condition of the Duct

Connectors

GREEN: Ductwork has little to no damage or corrosion, insulation is intact and there are no holes, leaks, or blockages

AMBER: Ductwork has noticeable damage or corrosion, but minimal leaks or blockages

RED: Ductwork has significant damage or corrosion, holes, punctures, leaks, or blockages. Operation is severely impaired

Enclosure

GREEN: Minimal damage and corrosion on Enclosure, fully secured

AMBER: Noticeable damage/corrosion to Enclosure, Panels may be slightly detached, loose or displaced

Assy

GREEN: Fan blades are in balance and free of damage or corrosion

AMBER: Excessive Noise/Vibration, but blades not bent or corroded, fully operational

Piping/Fittings/Valves

GREEN: Piping/fittings free of leaks, all connections are tight, valves operate properly, insulation is in place, minimal corrosion

AMBER: Piping/Fittings show noticeable signs of corrosion, missing or damaged insulation, but connections are tight and no leaking

Wiring/Connections

GREEN: Wiring is protected/insulated and connections are secure

AMBER: Wiring is may be frayed but not exposed, connection are generally secure, no noticeable risk of unintentional grounding

DIRECT CONDITION RATING GUIDANCE BY METER GROUP AND UNIFORMAT

D3050210 - Packaged A/C, Water Cooled, Elec Heat

CR-5120 - Record the condition of the Coils

(Cooling)

GREEN: Coils have minimal scaling and free of debris.

AMBER: Coils are clogged, or show significant scaling and deterioration, but minimal damage.

(Heating)

GREEN: Coils have minimal scaling and free of debris.

AMBER: Coils are clogged, or show significant scaling and deterioration, but minimal damage.

Compressor

GREEN: No excessive noise, vibration, or overheating from compressor, little to no damage and fully operational

AMBER: Excessive Noise, Vibration, or overheating noticeable from compressor, but compressor is still functional

Condenser

GREEN: Minimal corrosion or fouling of the condenser/coils, no damage

AMBER: Minimal to noticeable signs of corrosion on coils, or coils are clogged, still operational

GREEN: Controls function properly

Pan

GREEN: Drain Pan has minimal damage or corrosion

AMBER: Drain Pan has noticeable damage or corrosion, but no leaks

Enclosure

GREEN: Minimal damage and corrosion on Enclosure, fully secured

AMBER: Noticeable damage/corrosion to Enclosure, Panels may be slightly detached, loose or displaced

Assy

GREEN: Fan blades are in balance and free of damage or corrosion

AMBER: Excessive Noise/Vibration, but blades not bent or corroded, fully operational

Piping/Fittings/Valves

GREEN: Piping/fittings free of leaks, all connections are tight, valves operate properly, insulation is in place, minimal corrosion

AMBER: Piping/Fittings show noticeable signs of corrosion, missing or damaged insulation, but connections are tight and no leaking

Wiring/Connections

GREEN: Wiring is protected/insulated and connections are secure

AMBER: Wiring is may be frayed but not exposed, connection are generally secure, no noticeable risk of unintentional grounding

D3050220 - Packaged A/C, Water Cooled, HW Heat

CR-5120 - Record the condition of the Coils

(Cooling)

GREEN: Coils have minimal scaling and free of debris.

AMBER: Coils are clogged, or show significant scaling and deterioration, but minimal damage.

(Heating)

GREEN: Coils have minimal scaling and free of debris.

AMBER: Coils are clogged, or show significant scaling and deterioration, but minimal damage.

Compressor

GREEN: No excessive noise, vibration, or overheating from compressor, little to no damage and fully operational

AMBER: Excessive Noise, Vibration, or overheating noticeable from compressor, but compressor is still functional

Condenser

GREEN: Minimal corrosion or fouling of the condenser/coils, no damage

AMBER: Minimal to noticeable signs of corrosion on coils, or coils are clogged, still operational

GREEN: Controls function properly

Pan

GREEN: Drain Pan has minimal damage or corrosion

AMBER: Drain Pan has noticeable damage or corrosion, but no leaks

Enclosure

GREEN: Minimal damage and corrosion on Enclosure, fully secured

AMBER: Noticeable damage/corrosion to Enclosure, Panels may be slightly detached, loose or displaced

Assy

GREEN: Fan blades are in balance and free of damage or corrosion

AMBER: Excessive Noise/Vibration, but blades not bent or corroded, fully operational

Piping/Fittings/Valves

GREEN: Piping/fittings free of leaks, all connections are tight, valves operate properly, insulation is in place, minimal corrosion

AMBER: Piping/Fittings show noticeable signs of corrosion, missing or damaged insulation, but connections are tight and no leaking

Wiring/Connections

GREEN: Wiring is protected/insulated and connections are secure

AMBER: Wiring is may be frayed but not exposed, connection are generally secure, no noticeable risk of unintentional grounding

D3050255 - Thru-Wall A/C Unit

CR-5120 - Record the condition of the Coils

(Cooling)

GREEN: Coils have minimal scaling and free of debris.

AMBER: Coils are clogged, or show significant scaling and deterioration, but minimal damage.

(Heating)

GREEN: Coils have minimal scaling and free of debris.

AMBER: Coils are clogged, or show significant scaling and deterioration, but minimal damage.

Compressor

GREEN: No excessive noise, vibration, or overheating from compressor, little to no damage and fully operational

AMBER: Excessive Noise, Vibration, or overheating noticeable from compressor, but compressor is still functional

Condenser

GREEN: Minimal corrosion or fouling of the condenser/coils, no damage

AMBER: Minimal to noticeable signs of corrosion on coils, or coils are clogged, still operational

Condenser Fan(s)

Assembly

GREEN: Motor operates properly, free of excessive noise/vibration, or overheating

AMBER: Motor exhibits unusual noise/vibration, but still operational, may require maintenance

GREEN: Controls function properly

Pan

GREEN: Drain Pan has minimal damage or corrosion

Fan Motor Assembly

GREEN: Motor operates properly, free of excessive noise/vibration, or overheating

AMBER: Motor exhibits unusual noise/vibration, but still operational, may require maintenance

Piping/Fittings/Valves

GREEN: Piping/fittings free of leaks, all connections are tight, valves operate properly, insulation is in place, minimal corrosion

AMBER: Piping/Fittings show noticeable signs of corrosion, missing or damaged insulation, but connections are tight and no leaking

Wiring/Connections

GREEN: Wiring is protected/insulated and connections are secure

AMBER: Wiring is may be frayed but not exposed, connection are generally secure, no noticeable risk of unintentional grounding

D3050260 - Thru-Wall Heat Pump

CR-5120 - Record the condition of the Coils

(Cooling)

GREEN: Coils have minimal scaling and free of debris.

AMBER: Coils are clogged, or show significant scaling and deterioration, but minimal damage.

(Heating)

GREEN: Coils have minimal scaling and free of debris.

AMBER: Coils are clogged, or show significant scaling and deterioration, but minimal damage.

Compressor

GREEN: No excessive noise, vibration, or overheating from compressor, little to no damage and fully operational

AMBER: Excessive Noise, Vibration, or overheating noticeable from compressor, but compressor is still functional

Condenser

GREEN: Minimal corrosion or fouling of the condenser/coils, no damage

AMBER: Minimal to noticeable signs of corrosion on coils, or coils are clogged, still operational

Condenser Fan(s)

Assembly

GREEN: Motor operates properly, free of excessive noise/vibration, or overheating

AMBER: Motor exhibits unusual noise/vibration, but still operational, may require maintenance

GREEN: Controls function properly

Pan

GREEN: Drain Pan has minimal damage or corrosion

Fan Motor Assembly

GREEN: Motor operates properly, free of excessive noise/vibration, or overheating

AMBER: Motor exhibits unusual noise/vibration, but still operational, may require maintenance

Piping/Fittings/Valves

GREEN: Piping/fittings free of leaks, all connections are tight, valves operate properly, insulation is in place, minimal corrosion

AMBER: Piping/Fittings show noticeable signs of corrosion, missing or damaged insulation, but connections are tight and no leaking

Wiring/Connections

GREEN: Wiring is protected/insulated and connections are secure

AMBER: Wiring is may be frayed but not exposed, connection are generally secure, no noticeable risk of unintentional grounding

D5010906 - Panelboards

CR-5055 - Record the condition of the

Breakers/Fuses

GREEN: Breaker successfully trips when circuit is overloaded/shorted out. Fuse is not burnt out.

AMBER: Breaker has been tripped

RED: Breaker does not successfully trip when circuit is overloaded/shorted out. Fuse is burnt out.

CR-5245 - Record the

Disconnect/Safety

Switch

GREEN: Disconnect/Safety Switch is present and works properly

AMBER: None

RED: Disconnect/Safety Switch is missing or not functional

Enclosure

GREEN: Minimal damage and corrosion on Enclosure, fully secured

AMBER: Noticeable damage/corrosion to Enclosure, Panels may be slightly detached, loose or displaced

Wiring/Connections

GREEN: Wiring is protected/insulated and connections are secure

AMBER: Wiring is may be frayed but not exposed, connection are generally secure, no noticeable risk of unintentional grounding

ATTACHMENT J-1501000-04

GENERAL DIRECT CONDITION RATING GUIDANCE