DK2138 CH13 PDF

Chapter 13
Self-Evaluation Checklists
INTRODUCTION
T he self-evaluating checklists are to be used to:
1. Determine the major factors of energy consumption in the federal

facility and determine factors contributing to the overall energy
usage in the specific area.
2. Discover transferable techniques for saving energy.
3. Provide guidance to federal facility managers to pinpoint modifica-

tions in building systems and operational practices that would re-
sult in reducing energy consumption.
4. Identify areas where additional information would be helpful and

constructive suggestions welcome.
The initiative and the responsibility of corrective actions remain

with the individual manager. To aid in this analysis, these self-evaluating
checklists have been developed. They provide the manager with an in-
dication of the factors of thermal performance which require correction.
The checklists consist of separate sections or areas of evaluation. A
relative numerical value has been assigned to those specific conditions
that effect the energy loss in these areas. Additional instructions are also
provided in the self-evaluating checklists to assist in completion of the
form and provide consistency of results between federal facilities. When
completing the forms using these instructions and computing a resultant
overall score for each section, both strong and weak areas become appar-
ent. This scoring method is valid for each of the sections as well as for
each item within a section.
The purpose of these checklists is to assist in dealing with the
287
© 2003 by The Fairmont Press

288 Handbook of Energy Audits
"How" of starting an energy management program. In this handbook

space does not permit listing the recommendations of possible remedies
for the twenty evaluation sections. Each manager must determine the
best use of budgeted expenditures for reducing energy consumption.
INSTRUCTIONS FOR SELF-EVALUATION CHECKLISTS
To demonstrate the use of self-evaluating checklists, an example is

presented as follows:
Seven windows are used to demonstrate the typical checklist
shown in the following example. Note that each window condition is
assigned a value if the condition applies. The overall rating for the win-
dows listed is 51 percent. This rating scale of 5 1 percent indicates that
corrective action is required in this area since its rating is only half of the
maximum score of 100 allowable.
Although the example covers only seven windows, a typical build-
ing evaluation will include hundreds of windows. Each form provides
for the listing of 25 windows. A sufficient number of forms should be
used to list each window as an individual item.
For record-keeping purposes, it is suggested that each window be
assigned an "address" which will serve to positively identify that open-
ing for all references regarding that window. Architectural building ex-
terior elevation drawings will be useful as a means of tabulating and
recording work on windows.
There are twenty categories or evaluation sections, as follows:
1. Window 11. Heat Distribution

2. Door 12. Cooling Generation
3. Ceiling 13. Cooling Distribution
4. Wall 14. Electrical Power Distribution
5. Roof 15. Hot Water Service
6. Storage Area 16. Laundry
7. Shipping and Receiving 17. Compressed Air
8. Illumination 18. Water
9. Food Area 19. Process Heating
10. Heat Generation 20. Transportation
Completion of these 20 forms by the manager and/or his staff will

provide the current status of energy consumption in those areas identi-

Self-evaluation Checklists 289
EVALUATOR A. AUD WINDOW CONDITIONS
DAT E 5/10/74
UNIT
Anywhere
NAM F
1
SHE ET NO
TOTAL POINTS
CD
Solar Protection
CD
o o O. 1 Q.
Is O
CD
CD
CL
55
CO O
u_ CD CD
"o CD
1 o o c
o en 'CO CO CO CD
Rating CO t— S 0 O
No. Location Value
Max. = 10 2 2 2 1 0 3 0 1
1 Bldg. 4, Room 401 \ 2 1 0 1 4

2 Bldg. 4, Room 402 ^ 2 2 3 1 8
3 Bldg. 4, Room 609 \ 1 0 1 2
4 Bldg. 4, Room 102 2 X 2 3 1 10
5 Bldg. 4, Room 104, W1 2 1 0 1 4
\
6 Bldg. 4, Room 104, W2 2 \ 0 0 1 3
7,. [Bldd. 4, Room 104, W3 2 2 \, 0 1 5
25 ^fcRANJJ TOTAL \
^^^^^^ \ 30
RATING SCORE = 100 x ^ =51%

~^^* (7) (10)
fied as needing the most attention. Recommendations to improve any

faulty conditions should be evaluated using an energy savings cost
analysis for these 20 parameters to ensure that the greatest energy sav-
ings per dollar are attained.
Each of the 20 sections will be evaluated on a separate rating sched-
ule. There are three parts to each section:
1. Recommendations for improvements (not included in this text)

2. Instructions for evaluating ratings
3. Checklist
Specific conditions in each category are determined by completing

the corresponding checklist. Each item being evaluated is identified and
located in the appropriate space on the form. An example would be
Building 4, Room 406, Window 1.
Each of the specific conditions listed on the checklist is evaluated
for each item. The instruction sheet provides guidance in properly iden-
tifying correct conditions. The assigned value for each existing condition
should be listed in the proper column to credit the item being evaluated.

Total points for each item are determined and this total listed in the item
total points column.
Each form will accommodate 25 items of similar nature, such as 25
windows or 25 doors. As many forms as are necessary to list all similar
items on an individual line should be used. The total points for each
section are determined by adding all item total points for that section.
Using the following scoring formula, the rating score of each of the
20 sections should be individually calculated.
.. (100) x (Point Total for Section)

Rating cScore =-7^-
0
(No. of Items) x (Maximum Rating Value in Section)
This rating score is then applied to the following table which indicates
the urgency of corrective action.
Range of
Rating Score Action Required
0- 20 Immediate Corrective Action Required
20- 40 Urgent Corrective Action Required
40- 60 Corrective Action Required
60- 80 Evaluation for Potential Improvement Required
80- 100 No Corrective Action Required
Recommendation sheets are included in the government \guide

that list several methods to improve the score in each section. These
recommendations are general in nature. The recommendation that is
prevalent in all sections is: Education and training of personnel to reduce
energy consumption. It is critical that managers realize the importance of
the individual's role in a personal commitment to energy conservation.
Employee awareness of energy consumption and its reduction should be
given high priority when establishing energy conservation policies and
practices.
In the following pages are checklists and instruction for their \use
for each of the 20 sections.
WINDOW RATING INSTRUCTIONS
2 points if the window has storm windows adequate for cold weather protec-
tion. The storm windows must fit tightly and block the wind from
entering around the window.

2 points if the window has protection from the direct sun during warm
weather. Solar protection can be part of the building design such as
overhang, awnings or physical shields. Protection can also be tinted
or reflective film applied to the windows, double-glazed windows,
solar screening or trees blocking out direct sunlight.
2 points for a tight fitting window. A window is tight fitting if the infiltration
will not be detected around the window during a windy day. The
window must fit well and all caulking must be in place. Weather-
stripping will contribute to a tight fit.
1 point if the wind has some infiltration around the window. The window
should fit fairly well and not be loose and rattle.
0 points if infiltration can be felt to a large degree. The window is loose in the
frame and caulking is missing or in poor condition.
3 points if the window is designed so physically it cannot be opened.
0 points if it can be opened. If it can be opened, it will be opened to "regulate"
room temperature.
1 point if window is weather-stripped all around and the weather-stripping
is in good condition.
SELF-EVALUATING CHECKLIST FOR WINDOWS
EVALUATOR WINDOW CONDITIONS
DATE
UNIT "S
NAM F c CD
OJ
0 0 0 n CD Q_ £
0 03
SHE -T NO o> CO 0
"o ^= = m O
Q.
CO D_ u. — — "o m CD
_l
t
CO
-p o o c CO
o o en CO 03 CO
CO CO i— is O o £
^
g
Rating
No. Location 2 2 2 1 0 3 0 1
Max. = 10
1
DOOR RATING INSTRUCTIONS
This section applies to all doors that open to the outside and all doors that
open to an unconditioned space such as warehouses and storerooms.
2 points if door is part of an air-lock system.

1 point if door has a closer which may be either spring, air or hydraulic.
1 point if door closer does not have a hold-open feature.
0 points if door closer has a hold-open feature.

2 points if door fits snugly into the door frame with no loose condition and
where no infiltration exists around the edges.
1 point if door is an average fit and can be slightly rattled in the frame and
has a slight infiltration around the edges.
0 points if door is loose in the frame and infiltration exists.
2 points if weather-stripping exists on all four edges and is in good condition.
(Thresholds with elastic or fiber to close the space, and astragals on
double doors are considered weather-stripping.)
1 point if weather-stripping exists on jambs and head only.
0 points if no weather-stripping exists or if it exists and is in poor condition.
1 point if door is protected from outside wind. This can be building design,
wind screen or shrubbery.
SELF-EVALUATING CHECKLIST FOR EXTERIOR DOORS
EVALUATOR DOOR CONDITIONS

c Weather-strip Jamb Head
CD cz
DATE Q- CD
o
Weather-strip 4 Edges
Q. CD
_£I
UNIT ~6 0
o T3 O
NAM F O Q.
o
TOTAL POINTS
CD
C/3 o "55
O -z. CO
CO
cz
SHEE -T N<~> o CO in CD CD
CO CO CO LJ_ _d CD
_^ CO 1X CD LL "co en
0
IE u_
8 q5 CD en
cn
CO CD
i T3
i
co CO
O
8 0 =3 O c
o
< Q O O 0)
C. 0 0
§
Rating
Value
No. Location 2 1 1 0 2 1 2 1 0 1
Max. = 10 0
CEILING RATING INSTRUCTIONS

I point if a drop ceiling exists.
1 point if insulation exists above ceiling on top floor below roof or mechani-
cal space.
1 point if space above drop ceiling is mechanically vented. Natural draft is
not considered mechanical venting.
2 points if all panels are in place and in good condition, no broken or missing
panels are present.
1 point if panels are broken or in poor condition.
0 points if panels are missing or removed and out of place.

SELF-EVALUATING CHECKLIST FOR CEILINGS
EVALUATOR CEILING CONDITIONS
T3
DATE
en en "E
UNIT '55 "55 CD
O
NAM F O O o CO
TOTAL POINTS
Q_ CD Q_ en
O en c
en CD c= 'co
SHE -j ND ^cr Q DC o
"o CO
'55 T3 CD CO
CD <O
O CD CO
CO CO
CL D_ CD CD
o ~E>
CO
"5
CO
%
Q.
d
CO
c:
CO
Q c: c: CO OL D_
Rating
Value
No. Location 1 1 1 1 2 1 0
Max. =6
1
WALL RATING INSTRUCTIONS
3 points if wall is designed to resist outside temperature differential. Insula-

tion is present to substantially change heat transfer time.
0 points if wall is merely a physical separation without adequate insulating
qualities.
2 points if outside wall surface has solar protection such as light finish, is
heavily shaded or has physical sun screens.
2 points if surfaces of walls are in good repair and not damaged.
1 point if inside is in average condition with a few small cracks in the surface
and smaller plaster sections missing.
0 points if wall has openings to unconditioned space; i.e., plumbing or duct
openings not closed.
SELF-EVALUATING CHECKLIST FOR EXTERIOR WALLS
EVALUATOR WALL CONDITIONS

Open to Noncondition Sp.
DAT
UNIT c
CD
NAM F ^L
Solar Protection
O CO
T3 m z
SHE ET NO & 0
CO
2 O
CL
Insulated
^ en -o
C/3
c
CD
s.
0 2
1o 1
Rating
Value
No. Location 3 0 2 2 1 0
Max. = 7
1

ROOF RATING INSTRUCTIONS

2 points if roof insulation is in dry condition.
0 points if roof insulation is in poor condition, wet, aged, brittle, cracked, etc.,
or if no insulation exists.
1 point if roof has a reflective surface; this may be the type of material used
or the color and condition of surface (gravel, etc.).
1 point if mechanical ventilation exists between roof and ceiling below. This
should be properly sized so adequate air flow exists.
2 points if no leaks exist in the roof.
1 point if minor leaks exist.
0 points if there are many leaks.
SELF-EVALUATING CHECKLIST FOR ROOFS
EVALUATOR ROOF CONDITIONS
DATE
Ventilation Under Roof
UNIT
o>
NAM F o
CO CO
t
Wet Insulation
d
r o Z3
co •z.
SHE T NH
15
J2
co
j*:
co CJ
o> CO
13 > j*: CD CL
GO _l 5
1
CO
c: "o CD >
JO> _l "cc
£" 15 0 E CO
O DC co
Rating
Value
No. Location 2 0 1 1 2 1 0
Max. =6
1
STORAGE AREA RATING INSTRUCTIONS
1 point if area is not temperature controlled.

1 point if the doors are kept closed.
2 points if there are no windows in the area.
1 point if one window is in the area.
0 points if two or more windows are in the area.
2 points if area is used as it was designed.
0 points if area is used for storage but designed for other usage.

SELF-EVALUATING CHECKLIST FOR STORAGE AREAS
EVALUATOR STORAGE AREA CONDITIONS
DATE CO -a
UNIT
s
T5 0)
C ^
CD
NAM F -o CD
CD 5 CT Q
C/D
SHE :T N<~>
O
'o
TD
CD io
o
CD
0 Q
CO CO
CO
•a
Z
O
8 -o c= CO CL
0 O ?> k_ CO CO
C_>
0
5 CD o
-O
CD
->
O O
Q
o
O £ CO o ^
M
Rating
No. Location 1 1 2 1 0 2 0
Max. = 6
1
SHIPPING AND RECEIVING AREA RATING INSTRUCTIONS
3 points if the shipping and receiving area is well protected from outside
temperature.
1 point if the shipping and receiving area is reasonably protected from out-
side air entry.
0 points if the shipping and receiving area has no protection from the ambi-
ent. This would be an open area directly exposed to the outside
conditions.
1 point if individual truck stalls exist so the unused areas can be closed.
0 points if one large area exists and the entire dock must be exposed if a
single truck is loaded or unloaded.
1 point if the doors are closed when not in use.
0 points if the doors are left open as a matter of convenience.
1 point if the area does not receive conditioned air.
0 points if the area receives conditioned air.
SELF-EVALUATING CHECKLIST FOR RECEIVING AREAS
EVALUATOR SHIPPING AND RECEIVING CONDITIONS
DATE
o>
CO
UNIT
NAM F
"8
0
O I CO T3
TOTAL POINTS
CO
CD
"9 'o o lo
0
SHE -T N
n
CO CD 1O T3
Q_ cL CL CD
CD 8 Q. CL O
CD CD
~CO E5
CO o 0 E O
^:
ro To "cO ^ CD £2 CO cL
o E
CD
^ 0 Q8 Q
o "o
Rating
Value
No. Location 3 1 0 1 0 1 0 1 0
Max. = 6
1

ILLUMINATION RATING INSTRUCTIONS

1 point if extensive decorative fighting has been eliminated where used for
reasons of appearances (not security, walkway lighting and other
necessities).
1 point if lighting has been arranged to illuminate only the work area.
0 points if lighting has been designed to illuminate the entire room to a work-
ing level.
2 points if light fixture diffuser is clean and clear.
1 point if diffuser is slightly yellowed or dirty.
0 points if diffuser is noticeably yellowed or dust is visible. This restriction
can amount to 10% or more of the light flux being transmitted.
2 points if fixture internal reflective surface is in good condition (the paint is
reflective and clean).
1 point if the fixture internal reflective surface gives dirt indication on clean
white cloth.
0 points if the reflective surface is yellowed and dull.
1 point if fluorescent lights are used for all illumination.
0 points if incandescent lights are used.
1 point if lights are properly vented so the heat can escape to ceiling space,
providing that ceiling space is ventilated to prevent heat build-up.
1 point if lights are turned off when area is not occupied.
1 point if illumination level is adequate for designed usage.
0 points if area is "over illuminated" for designed usage.*
0 points if two or more lamps have blackened ends or are glowing without
lighting.
SELF-EVALUATING CHECKLIST FOR ILLUMINATION
EVALUATOR ILLUMINATION CONDITIONS
DATE
Excessive Illumination
No Decorative Ltq.
Incandescent Lights
Reflection Average
UNIT -CO
Illumination Adeq.
CD
CO O cn 2:
Reflection Good
NAM F 0
TOTAL POINTS
£ o cn
Reflection Poor
CO
Diffusers Good
< DC O I -o ~c
CD
SHEErT MO
CD
1 £ "H "cz
CD
C
I
2z x:
"c
LU
CO
CD
CO
CO
CD
in
p
CD
O
CO
CD
^
£ £
<n
s: 3=
U)
Dl en 5= o cr cn
Lj _j Q O U_ _j "_j
Rating
Location Value
No. 1 1 0 2 1 0 2 1 0 1 0 1 1 1 0
Max. = 10
1
*Note: Momentarily disconnect lamps until level is reached which is adequate for
the intended function. The following light meter readings will assist in determi-
nation of average adequate light levels. These are below Illumination Engineer-
ing Society recommendations in some instances. Absence of reflected glare is
mandatory for reading tasks requiring careful fixture placement.

Corridors, lobbies -10-15 foot-candles average

Typing areas -50 foot-candles in area of work, 20 elsewhere
Storerooms -5 foot-candles
Prolonged reading task areas -50 foot-candles
Kitchens -50 foot-candles in areas of work, 20 elsewhere
Laboratories -50 foot-candles in areas of work
Toilet rooms -20 foot-candles at mirrors
Federal Energy Administration

Recommended Maximum Lighting Levels
Task or area Foot-candle levels How measured
Hallways or corridors 10±5 Measured average, minimum 1

foot-candle.
Work and circulation areas
surrounding work stations 30±5 Measured average.
Normal office work, such as
reading and writing (on task
only), store shelves, and
general display areas 50±10 Measured at work station.
Task or area Foot-candle levels How measured
Prolonged office work

which is somewhat difficult
visually (on task only) 75 ±15 Measured at work station.
Prolonged office work
which is visually difficult
and critical in nature
(on task only) 100+20 Measured at work station.
FOOD AREA RATING INSTRUCTIONS
2 points if the food preparation equipment is only energized when actually

needed. This includes, but is not limited to, ovens, warmers, steam
tables, delivery equipment and coffee urns.
0 points if equipment is turned on and left on all day.
1 point if refrigerator and freezer doors are kept tightly closed.
0 points if refrigerator and freezer doors can be left ajar.
1 point if faucets and valves are in good condition and not leaking.

0 points if faucets and valves are leaking. Leaks may be external or internal
in the system.
3 points if doors between kitchen area and other areas are kept closed.
2 points if adequate vent hoods are used over heat-producing equipment.
1 point if some vent hoods are used over heat-producing equipment.
0 points if no or inadequate vent hoods are used.
1 point if ventilation air supply is adequate to remove most of the heat pro-
duced by the kitchen equipment.
2 points if refrigerator equipment is in good repair, seals are good, condenser
is clean, air passage over condenser is clear.
1 point if refrigeration equipment is in average condition, dust and dirt exist
on condensers but the air flow is not restricted, door gaskets seal all
around although they may have lost some resiliency.
0 points if refrigeration equipment is in poor condition, a large collection of
dust and dirt on the condenser or the fins may be bent to restrict air
flow, door gaskets do not seal all around, are brittle, broken or miss-
ing.
3 points if heat-recovery systems are utilized. These can be applied to the
exhaust air, the hot waste water or on the refrigeration equipment.
SELF-EVALUATING CHECKLIST FOR FOOD AREA
EVALUATOR FOOD AREA CONDITIONS
DATE
T3
UNIT O CD
cn CD cr £
cn
_c CO -a o E to
NAM F
TD
CD 6 o
0
.5, CO cn
O
O
CO
T3
O
8 ~ca CD
0 o co~
1Q-
O
05
SHE -T Nn i
o o o CO o
CO
j.
a
X g
Cl Q. CD ~z_
E "cr o o
cn m n n
CD o E
_j Q 1E CD III a cr cr o
111 111 o
o
D_
fc b cn cb "CD CO cn •> r3
cr cn
DC _J
ca rr a
CL Q. CO
"0 <
=! 13 0 CD CD
cr CT ~c5 "cT> CO o o 8 T3 "01 "CD "m CD £
LU LU DC DL LL u_ O <. D_ < LL. DC cr J_ 1-
Rating
No. Location 2 0 1 0 1 0 3 2 1 0 1 2 1 0 3
Max. = 15
1
HEATING SYSTEM (GENERATION) RATING INSTRUCTIONS
2 points if the insulation is in good condition with no broken or missing sec-

tions. The insulation must not be wet, crumbly or cracked.
1 point if insulation is in average condition with small sections broken or
missing. The insulation must not be wet or crumbly.
0 points if insulation is in poor condition with sections missing, broken, wet,
crumbly or cracked.

2 points if flanges, valves and regulators are insulated with removable lag-
ging-
2 points if the steam system has no leaks.
1 point if the steam system has minor leaks around valve packing, shaft
seals, etc.
0 point if the steam system has many leaks, valves, regulators and traps have
dripping leaks, steam plumes, etc.
1 point if boiler combustion controls are automatic.
1 point if definite standard operating procedures are used. These should be
written and posted near the boiler control panel.
1 point if each boiler has an individual steam flow meter.
1 point if each boiler has an individual make-up water meter.
1 point if each boiler has an individual fuel flow meter.
1 point if a definite preventive maintenance schedule is followed.
0 points if equipment is maintained or repaired only when it breaks down.
3 points if an energy recovery system is used. This may be a heat exchanger
of water to water, an air wheel or any of several types in common
use.
2 points if beat generation is controlled by a system using an economizer
system by comparing inside and outside temperature.
SELF-EVALUATING CHECKLIST FOR HEAT GENERATION
EVALUATOR HEAT GENERATION CONDITIONS

CD
Standard Op . Procedure
DATE
Preventive Maintenance
^
T3
CO CD
Economizer Controls
.c:
UNIT a o
Insulation Average
CO
e-
Flanges Insulated
NAM F
T3
Insulation Good
CO
a CD
Insulation Poor
CD >
CO
O •z.
SHE =T N
n
£ to
-^ O JBju 1
"CD
'5
cr O
CD o
<o
.^
CO CO
a
s "53 =p CD
CC Q-
CO 2
CD 0 DC
_1 O >^
CD CD CO
>, CD CO E?
d 0 CO
"55 j*: CD
O CO <D cc X c=
•z. 1 S < CO LJ_ S b_ LJJ 1
Rating
Value
No. Location 2 1 0 2 2 1 0 1 1 1 1 1 1 0 3 2
Max. = 17
1
HEATING SYSTEM (DISTRIBUTION) RATING INSTRUCTIONS
2 points if insulation is in good condition with no broken or missing sections.

The insulation must not be wet, crumbly or cracked.
missing. The insulation must not be wet, crumbly or cracked.
crumbly or cracked.

ging-
2 points if the steam system has no leaks.
1 point if the steam system has minor leaks around valve packing, shaft
seals, etc.
0 points if the steam system has many leaks, valves, regulators and traps have
dripping leaks, steam plumes, etc.
2 points if the control system to each area is adequate. The control system
shall maintain the temperature in each room close to the thermostat
setting.
1 point if the control system to each area is only a general control without
the ability to control each room.
0 points if the control system has little or no control over the area tempera-
ture. Also included here is a control system that allows the heating
and cooling systems to oppose each other in the same general area.
written and posted.
1 point if the area is conditioned only when occupied. This will apply espe-
cially to auditoriums, work rooms, hobby shops, TV rooms, etc.
0 points if the area is conditioned all the time regardless of occupancy.
2 points if the zone control is good and certain areas can be secured when not
in use or require less temperature conditioning.
1 point if the zone control only allows general areas to be secured when
conditions dictate.
0 points if zone control cannot be secured without securing a large general
area.
SELF-EVALUATING CHECKLIST FOR HEAT DISTRIBUTION
EVALUATOR HEAT GENERATION CONDITIONS

Standard OD. Procedure
DATE
Condition as Required
O) CD
c= CD
UNIT 'c= co
Insulation Average
o O
Flanges Insulated
NAM F CD
o
cB
Fix as Required
CD
Insulation Good
Constant Condi
Q_
SHE T Nr n
o
0
QL CO
.*: CO
-^
o
•o
Oo
O
CO
CD
"o ^
~O ~O
g
03 o "E "£: "E CJ
c CO
-^ _JCO
CO
C5 Q_ o o o Q_
o CQ
CD
_J "o ^ O O o
"5 CD CD
"o "o
>> CD CD CD
^ _J
d "S 'E c d c
CO
_c O O CO o 0 o o O o
-z. CO O O O M M rsj 1
Rating
No. Location Value
Max. = 13 2 1 0 2 2 1 0 2 1 0 1 1 0 1 0 2 1 0
1

COOLING SYSTEM (GENERATION) RATING INSTRUCTIONS

tions. The insulation must not be wet, crumbly or cracked. Closed
cell insulation will be considered average condition because of dete-
rioration that occurs in this type of material.
missing. The insulation must not be wet or crumbly. The outside
shell of open cell insulation must be intact with only minor breaks.
crumbly or cracked.
1 point if flanges and valves are insulated.
written and posted near the control panel.
1 point if unit has an individual watt-hour meter so the real-time power
consumption can be determined.
3 points if an energy recovery system is used. This may be a heat exchanger
of water to water, an air wheel or any of several types in common
use.
2 points if outside air is utilized to help condition areas that require cooling
even on cold days.
1 point if the fresh air ratio is regulated by comparing inside requirements
with outside temperatures.
SELF-EVALUATING CHECKLIST FOR

COOLING SYSTEM GENERATION
EVALUATOR COOLING GENERATION CONDITIONS

Standard Op. Procedure
DATE
UNIT
Insulation Average
Flanges Insulated
NAM F &• -o
CD •o a> CD
1
Insulation Good
Insulation Poor
0> Q > CO
: 'B o ID <
SHE T NO cr _rr
CD %
CC < C/3 u
CL
CC CD
1 CD
P -a
1
in LL
Q_
CO 'en
-d
c=
X
u_
CD
LLJ 0 cc
s
Rating
Value
No. Location 2 1 0 1 1 1 1 0 3 2 1
Max. = 12
1

COOLING SYSTEM (DISTRIBUTION) RATING INSTRUCTIONS

tions. The insulation must not be wet, crumbly or cracked. "Closed
cell" insulation will be considered average condition because of de-
terioration that occurs in this type of material.
missing. The insulation must not be wet, crumbly. The outside shell
of "open cell" insulation must be intact with only minor breaks.
crumbly or cracked.
1 point if flanges and valves are insulated.
2 points if the control system to each area is adequate. The control system
shall maintain the temperature in each room close to the thermostat
setting.
1 point if the control system to each area is only a general control without
the ability to control each room.
0 points if the control system has little or no control over the area tempera-
ture. Also included here is a control system that allows the heating
and cooling systems to oppose each other in the same general areas.
1 point if the area is conditioned only when occupied. This will apply espe-
cially to auditoriums, work rooms, hobby shops, TV rooms, etc.
0 points if the area is conditioned all the time regardless of occupancy.
2 points if the zone control is good and certain areas can be secured when not
in use or require less temperature conditioning.
1 point if the zone control only allows general areas to be secured when condi-
tions dictate.
0 points if zone control cannot be secured without securing a large general area.
SELF-EVALUATING CHECKLIST FOR COOLING DISTRIBUTION

EVALUATOR COOLING DISTRIBUTION CONDITIONS
DATE
Condition as Required
Constant Conditioninq
CD
CD
UNIT -o CO
Insulation Average
o 0
NAM F CD
Controls Average
-o T3
0 o :o
-82 0 Q_
Insulation Poor
"8 T3 CD
0 "CD O o 'E5 ~0 ^
"o"o •z.
SHE -T NO O ^ O o o-
</i O o_ o> "cr "£ "H 0
cr c cc o o o Q-
o CO t/5
CD o o </>
O O O
"CD
^
CD
d "c: "£
CO CD CD CD <c
c: c= c=
CO
c
CO
u_ O
o o
O
X
Li_
o o o
Kl Kl M
o
Rating
Value
No. Location 2 1 0 2 1 2 1 0 1 0 1 0 2 1 0
Max. = 11
1

ELECTRICAL POWER DISTRIBUTION RATING INSTRUCTIONS
2 points for operation of a recording ammeter.

1 point for hourly electrical usage pattern of building being determined.
1 point for study of electrical requirements with the Power Company staff.
1 point for installation of a power peak warning system.
1 point for analysis to eliminate power peak demands.
1 point if a definite standard operating procedure is used. This shall be
1 point if definite preventive maintenance schedule is followed.
2 points for overall system Power Factor of 90% or above at main service.

ELECTRICAL POWER DISTRIBUTION
EVALUATOR POWER DISTRIBUTION CONDITIONS
CD
DATE T3 CD
O
.22 -o c=
UNIT cr CD
c F 0 .2
NAM F -0
CD 0 Jo rf "E -,_, "o
co en
a 0 *. c: cri \—
.2 O
CO Q- S "3
SHE -T NO
cn "co o co CD O
cr CD O
tz Q_ 0 £
n -o > rr
CD
D_
2 CD CD CO
CO Q_
8
CD
CO
CO n
CD T3
1 Q.r> CO
^
s
CD
CO
X £
LL => a. D_ GO Q_ LJ_ 1-
Rating
No. Location 2 1 1 1 1 1 1 0 2
Max. = 10
1
HOT WATER SERVICE RATING INSTRUCTIONS

missing. The insulation must not be wet or crumbly.
crumbly or cracked.
1 point if faucets and valves are in good repair.
0 points if faucets and valves leak externally or internally.
written and posted.

SELF EVALUATING CHECKLIST FOR HOT WATER SERVICE
EVALUATOR HOW WATER SERVICE CONDITIONS

DATE CD
0
UNIT CO
c:
CD 03
NAM E cn CO
-*: "E -o
TOTAL POINTS
03
Insulation Good
Insulation Poor
CO 'o3 CD
CD CD CO
SHE -T NO 03 cr
CD CD CD
0 _l DC
0 =3
"CO 03 "CD CO
=3
LL. o CO
=3 CD
O CO X
c: u_ ol u_
Rating
No. Location
Value
Max. = 5 2 1 0 1 0 1 1 0
1
LAUNDRY RATING INSTRUCTIONS
2 points if overall equipment is in good condition. This means all equipment

is operating per manufacturers' specifications. There are no leaks;
gaskets and seals are all functioning properly, nothing is "jury
rigged" to enable it to work, and equipment is used for its designed
function, etc.
1 point if overall equipment is in average shape. Equipment condition will
deteriorate over time due to normal usage. If equipment has been in
use for a few years it should be placed in this category.
0 points if equipment is in poor condition. This includes leaks, malfunction-
ing equipment, improperly adjusted components, bypassing manu-
facturers' operational procedures, etc.
1 point if faucets, valves and traps are in good condition. Faucets should not
leak, valves should seal tight and traps cannot have any blow by.
3 points if energy recovery systems are used. These can be any of several
systems on the market today.
1 point if the laundry hot water generator is secured during laundry off
periods such as evenings and weekends. An analysis should be made
of each hot water system to determine the recovery time to ensure
hot water is available when required.
missing. The insulation must not be wet, or crumbly.
crumbly or cracked.


written and posted.
SELF-EVALUATING CHECKLIST FOR LAUNDRY

EVALUATOR LAUNDRY CONDITIONS
cu F •n
CD
DATE -a 2 ,_ to
o
^
8 O CO
„
CU
UNIT CD IDL CO CD
CO cu O
CD
O) T3 O
NAM F 0 d CO ol •§
0 0 9> o to rrf
:
SHE! T N n c
o o
c
o
0
o
cu o k o
D_
=3
CO
Q.
O
S z
^
O
O C) O s CC CD
0 0 0 -a .1 1
CC Q_
cu cu CO _l
ri .«
ri ri o5 CB to to rn -o cu CO
<f
~H
rr rr
LU LU
rr
LU
—'
o
-z.
c:
LU
^
0
X
^
CO
^
CO
-1
CO
c-
CO
Ll_ if) Q_
X
LU
I-:
n
H-
Rating
No. Location 2 1 0 1 3 1 2 1 0 2 1 0
Max. = 13 1
COMPRESSED AIR SERVICE RATING INSTRUCTIONS
1 point if outlets and valves are in good repair.

0 points if outlets and valves leak externally or internally.
1 point if compressors are properly sized to shave peak demands.
1 point if additional compressors are brought on line as demand requires
and not run continuously.
written and posted.
SELF-EVALUATING CHECKLIST FOR COMPRESSED AIR

EVALUATOR COMPRESSED AIR CONDITIONS
Compressors on Demand
DATE
UNIT
NAM F CO
1 -o
Compressors S
-i£ CD
CO
CC
SHE -T N n
5 4O
.^
CO
"5
cr
cu
z
o
JB 5 o: Q_
1
"3
o JB %
0 X
0 Li_
Rating
Location Value
No. 1 0 1 1 1 1 0
Max. = 5
1

WATER SERVICE RATING INSTRUCTIONS
1 point if faucets and valves are in good repair.

0 points if faucets and valves leak externally or internally.
written and posted.
1 point if there is no equipment that uses once-through cooling water and
discharges to sewer.
1 point if water-consuming equipment is turned off when not in use.
SELF-EVALUATING CHECKLIST FOR WATER
EVALUATOR WATER CONDITIONS

No Equip. Use Water Once
DATE
UNIT
NAM F
TOTAL POINTS
"co CD
Equipment Off
CD CO
SHE -1 NO '3
CO cr
'S3 CD CD
0 DC
^
CO "53
0
CO
U- CO
ID
o CO X
LL Ll_
Rating
No. Location Value
Max. = 5 1 0 1 1 0 1 1
1
PROCESS HEATING RATING INSTRUCTIONS
1 point if the flue gas waste heat from processing equipment is extracted to
heat relatively low temperature makeup, process and space heating
water.
2 points if all high-temperature piping, ovens, dryers, tanks and processing
equipment are covered with suitable insulating material. The insula-
tion must not be wet, crumbly or cracked.
Crumbly or cracked.
1 point if gas-heated equipment is checked for combustion efficiency on a
regular basis.

SELF-EVALUATING CHECKLIST FOR PROCESS HEATING
EVALUATOR PROCESS HEATING CONDITIONS
High Temp. Areas Insulated
DATE
03
>,
O
CD
UNIT
n: < £Z
CD
NAM F 'o
32 % T3
Combustion Effi
CO
1/5
Insulation Poor
CD
•z.
SHE T N: n
1 1
Q_
'3
cr 0
CO CD Q_
CD CC
C5
"55
</>
CD
CD CO
3 X
U_
X
LU u_ 1
Rating
Value
No. Location 1 2 0 1 1 1 1 0
Max. = 6
1
VEHICLE OPERATIONS/MAINTENANCE RATING INSTRUCTIONS
2 points if a driver training course in economical operation is utilized.

2 points if the fueling of vehicles is supervised and controlled.
2 points for the maintenance of vehicles on a scheduled basis.
3 points if there is an operating program on van pool and/or car pool.
0 points if vehicles are observed operating with tires underinflated.
1 point if a vehicle operating schedule procedure is in effect.
0 points if vehicles are dispatched without regard for optimum use.
1 point if mileage and fuel consumption data is available to all drivers.

VEHICLE OPERATIONS/MAINTENANCE
EVALUATOR VEHICLE OPERATIONS/MAINTENANCE CONDITIONS

Scheduled Maintenance
DATE
No Display Schedules
en
Dispatch Schedules
UNIT c en
Underinflated Tires
Mileage/Fuel Data
NAM F 'cz c
"53
TOTAL POINTS
Economical Tra
LL o
SHE -T NO
£
CO
a>
Cl-
CW
i
g
Rating
Value
No. Location 2 2 2 3 0 1 0 1
Max. = 10
1

DK2138 CH13 PDF

Uploaded by

Document Information

Original Title

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

DK2138 CH13 PDF

Uploaded by

Copyright:

Available Formats

Chapter 13

T he self-evaluating checklists are to be used to:

1. Determine the major factors of energy consumption in the federal

2. Discover transferable techniques for saving energy.

3. Provide guidance to federal facility managers to pinpoint modifica-

4. Identify areas where additional information would be helpful and

The initiative and the responsibility of corrective actions remain

© 2003 by The Fairmont Press

"How" of starting an energy management program. In this handbook

INSTRUCTIONS FOR SELF-EVALUATION CHECKLISTS

To demonstrate the use of self-evaluating checklists, an example is

1. Window 11. Heat Distribution

Completion of these 20 forms by the manager and/or his staff will

© 2003 by The Fairmont Press

EVALUATOR A. AUD WINDOW CONDITIONS

1 Bldg. 4, Room 401 \ 2 1 0 1 4

RATING SCORE = 100 x ^ =51%

fied as needing the most attention. Recommendations to improve any

1. Recommendations for improvements (not included in this text)

Specific conditions in each category are determined by completing

© 2003 by The Fairmont Press

.. (100) x (Point Total for Section)

Recommendation sheets are included in the government \guide

WINDOW RATING INSTRUCTIONS

© 2003 by The Fairmont Press

SELF-EVALUATING CHECKLIST FOR WINDOWS

EVALUATOR WINDOW CONDITIONS

DOOR RATING INSTRUCTIONS

2 points if door is part of an air-lock system.

© 2003 by The Fairmont Press

SELF-EVALUATING CHECKLIST FOR EXTERIOR DOORS

EVALUATOR DOOR CONDITIONS

CEILING RATING INSTRUCTIONS

© 2003 by The Fairmont Press

SELF-EVALUATING CHECKLIST FOR CEILINGS

EVALUATOR CEILING CONDITIONS

WALL RATING INSTRUCTIONS

3 points if wall is designed to resist outside temperature differential. Insula-

SELF-EVALUATING CHECKLIST FOR EXTERIOR WALLS

EVALUATOR WALL CONDITIONS

© 2003 by The Fairmont Press

ROOF RATING INSTRUCTIONS

SELF-EVALUATING CHECKLIST FOR ROOFS

EVALUATOR ROOF CONDITIONS

STORAGE AREA RATING INSTRUCTIONS

1 point if area is not temperature controlled.

© 2003 by The Fairmont Press

SELF-EVALUATING CHECKLIST FOR STORAGE AREAS

EVALUATOR STORAGE AREA CONDITIONS

SHIPPING AND RECEIVING AREA RATING INSTRUCTIONS

SELF-EVALUATING CHECKLIST FOR RECEIVING AREAS

EVALUATOR SHIPPING AND RECEIVING CONDITIONS

© 2003 by The Fairmont Press

ILLUMINATION RATING INSTRUCTIONS

SELF-EVALUATING CHECKLIST FOR ILLUMINATION

EVALUATOR ILLUMINATION CONDITIONS

© 2003 by The Fairmont Press

Corridors, lobbies -10-15 foot-candles average

Federal Energy Administration

Task or area Foot-candle levels How measured

Hallways or corridors 10±5 Measured average, minimum 1

Task or area Foot-candle levels How measured

Prolonged office work