J-1502000-18 Uniformat Classification.pdf

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HEATING, VENTILATION, AND AIR CONDITIONING (HVAC) Maintenance and Repair Services and Direct Digital Controls (DDC)
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N4008520R2502
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ATTACHMENT J-1502000-18

UNIFORMAT CLASSIFICATION

METER GROUP DESCRIPTIONS AND DIRECT CONDITION RATING GUIDANCE

D3020130 - Boiler, Cast Iron, Hot Water, Gas Meter & Description Direct Condition Rating Guidance Condition CR-5060 - Record the condition of the Burner Assembly

GREEN: Burners have minimal damage or corrosion, but is fully operational AMBER: Burners have noticeable damage or corrosion, flame quality may need adjustment, but still operationally sound RED: Burners have significant damage or corrosion, may be loose or displaced, improper flame, and is not operationally sound

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-5365 - Record the condition of the Firebox/Fire Tubes

GREEN: Firebox has minimal damage or corrosion AMBER: Firebox has noticeable damage or corrosion, but no cracks or holes RED: Firebox has significant damage or corrosion, cracks or holes may be present

CR-5370 - Record the condition of the Flue

GREEN: Flue has minimal damage, is secured and aligned properly, and fully operational AMBER: Flue has noticeable damage and corrosion, may be slightly loose or misaligned, but still operational RED: Flue has significant damage and corrosion, noticeably loose, misaligned, or missing, and/or operationally impaired

CR-5380 - Record the condition of the Fuel System

GREEN: Little to no damage or corrosion, secure connections, no leaks, fully operational AMBER: Fuel System has noticeable damage or corrosion, but free of leaks, fully operational RED: Fuel System has significant damage or corrosion, significant leaking, and/or is 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-5540 - Record the condition of the Pressure Vessel

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

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

D3020134 - Boiler, Cast Iron, Steam, Gas

CR-5060 - Record the condition of the Burner Assembly

GREEN: Burners have minimal damage or corrosion, but is fully operational AMBER: Burners have noticeable damage or corrosion, flame quality may need adjustment, but still operationally sound

GREEN: Controls function properly

Firebox/Fire Tubes

GREEN: Firebox has minimal damage or corrosion AMBER: Firebox has noticeable damage or corrosion, but no cracks or holes

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

Vessel

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

D3020136 - Boiler, Cast Iron, Hot Water, Gas/Oil

CR-5060 - Record the condition of the Burner Assembly

GREEN: Burners have minimal damage or corrosion, but is fully operational AMBER: Burners have noticeable damage or corrosion, flame quality may need adjustment, but still operationally sound

GREEN: Controls function properly

Firebox/Fire Tubes

GREEN: Firebox has minimal damage or corrosion AMBER: Firebox has noticeable damage or corrosion, but no cracks or holes

System

GREEN: Little to no damage or corrosion, secure connections, no leaks, fully operational AMBER: Fuel System has noticeable damage or corrosion, but free of leaks, 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

Vessel

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

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

D3020138 - Boiler, Cast Iron, Steam, Gas/Oil

CR-5060 - Record the condition of the Burner Assembly

GREEN: Burners have minimal damage or corrosion, but is fully operational AMBER: Burners have noticeable damage or corrosion, flame quality may need adjustment, but still operationally sound

GREEN: Controls function properly

CR-5345 - Record the condition of the Feed Water System

GREEN: Feed Water System has no damage or leaks, fully operational AMBER: Feed Water System has noticeable damage or corrosion, may have slight leaks but still operational RED: Feed Water System has significant damage or corrosion, noticeable leaks, and does not function properly

Firebox/Fire Tubes

GREEN: Firebox has minimal damage or corrosion AMBER: Firebox has noticeable damage or corrosion, but no cracks or holes

GREEN: Flue has minimal damage, is secured and aligned properly, and fully operational AMBER: Flue has noticeable damage and corrosion, may be slightly loose or misaligned, 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

Vessel

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

D3020901 - Boiler, Cast Iron, HW, Oil

CR-5060 - Record the condition of the Burner Assembly

GREEN: Burners have minimal damage or corrosion, but is fully operational AMBER: Burners have noticeable damage or corrosion, flame quality may need adjustment, but still operationally sound

GREEN: Controls function properly

Firebox/Fire Tubes

GREEN: Firebox has minimal damage or corrosion AMBER: Firebox has noticeable damage or corrosion, but no cracks or holes

GREEN: Flue has minimal damage, is secured and aligned properly, and fully operational AMBER: Flue has noticeable damage and corrosion, may be slightly loose or misaligned, but still operational

System

GREEN: Little to no damage or corrosion, secure connections, no leaks, fully operational AMBER: Fuel System has noticeable damage or corrosion, but free of leaks, 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

Vessel

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

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

D3020902 - Boiler, Cast Iron, Steam, Oil

CR-5060 - Record the condition of the Burner Assembly

GREEN: Burners have minimal damage or corrosion, but is fully operational AMBER: Burners have noticeable damage or corrosion, flame quality may need adjustment, but still operationally sound

GREEN: Controls function properly

Firebox/Fire Tubes

GREEN: Firebox has minimal damage or corrosion AMBER: Firebox has noticeable damage or corrosion, but no cracks or holes

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

Vessel

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

D3030130 - Chiller, Reciprocating, Water Cooled

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

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: Controls function properly

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

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-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

D3030135 - Chiller, Reciprocating, Air Cooled

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

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

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

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

D3030140 - Chiller, Centrifugal, Water Cooled

CR-5110 - Record the condition of 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

D3030145 - Chiller, Gas Absorption, Water Cooled

CR-5000 - Record the condition of the Absorber

GREEN: Absorber has minimal damage and corrosion, but no leaks AMBER: Absorber has noticeable damage and corrosion, but minimal leaks and is still operational RED: Absorber has significant damage and corrosion, and noticeable leaks, operationally impaired

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

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-5430 - Record the condition of the Heat Generator

GREEN: Heating Element has little to no damage or corrosion, and is fully operational AMBER: Heating Element has noticeable damage or corrosion, but still operational RED: Heating Element has significant damage or corrosion, operationally impaired

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

CR-5555 - Record the

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

D3030150 - Chiller, Steam Absorption, Water Cooled

CR-5000 - Record the condition of the Absorber

GREEN: Absorber has minimal damage and corrosion, but no leaks AMBER: Absorber has noticeable damage and corrosion, but minimal leaks and is still operational RED: Absorber has significant damage and corrosion, and noticeable leaks, operationally impaired

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

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-5430 - Record the condition of the Heat Generator

GREEN: Heating Element has little to no damage or corrosion, and is fully operational AMBER: Heating Element has noticeable damage or corrosion, but still operational RED: Heating Element has significant damage or corrosion, operationally

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

CR-5555 - Record the

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, 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.

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, 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

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

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

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

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

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.

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

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

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

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

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

CR-5530 - Record the condition of 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

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.

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

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

CR-5530 - Record the condition of 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

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…

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