Evaluate, Clean, and Tune Guidance

Evaluate, Clean, and Tune Guidance The Evaluate, Clean and Tune (ECT) process serves three essential purposes in the Weatherization Assistance Program (WAP). The first is to evaluate the existing system to determine its efficiency, safety, durability, and overall ability to perform as intended. The second function is the cleaning of the system to ensure that it is running as efficiently as possible, as well as to ensure durability of the components. The third is to tune the system to make it as efficient as possible for as long as possible. The listed standards have been set for those individuals performing the ECT as part of the North Carolina Weatherization Assistance Program. These standards borrow heavily from Air Conditioning Contractors of America (ACCA) Standard 4 as referenced in the North Carolina Weatherization Installation Standards. This standard is not meant to replace ACCA Standard 4, but rather to supplement and provide further guidance on what is expected in an ECT performed for the WAP program. This is meant as a technical assistance component and may aid in the establishment of a contracted service with HVAC professionals. In all cases, the NC Weatherization Installation Standards and applicable codes govern. This standard provides MINIMUM requirements for the inspection by appropriately licensed contractors of residential HVAC equipment. Relevant inspections of components are called out, along with the required corrections to be made as part of the ECT. Recommended repairs are also noted, and may be completed by the ECT contractor or another HVAC contractor, but are considered outside the scope of typical ECT measures. In all cases where cleaning of coils is recommended, an industry accepted solvent and water shall be used. Water alone shall not be used to clean coils. Air cleaning, using vacuum or compressed air, shall be done in such a way that does not spread lint and other particulates into sensitive compartments of the HVAC system. When feasible, removing components to clean them shall always be the preferred method. Identifying units as needing significant repair or replacement does not necessarily ensure that they will be replaced, due to budgetary and other programmatic restraints. It is for this reason that units, even those in a state of disrepair, are cleaned and tuned in addition to being evaluated. The obligation and objective of this program is to deliver the client the most efficient unit regardless of impending repairs or replacement. Inspect all equipment and components to ensure that they do not violate manufacturer s instructions, warranty requirements, building codes, health and safety standards, environmental regulations, and overall industry best practices. Identify the HVAC system inventory of equipment, controls, components, and accessories as outlined in the Heating Ventilation and Air Conditioning System Evaluation provided by the North Carolina Weatherization Assistance Program. No repair shall be made by the contractor performing the ECT that exceeds the contract defined scope of work without approval by the Weatherization Service Provider (WSP). All safety and maintenance concerns should be documented and presented to the WSP. Work identified as life threatening shall be corrected immediately so as to protect clients and staff regardless of contract terms. Evaluate, Clean, and Tune Guidance August 2012 Page 1 of 23

Air Distribution System ACCA Standard 4 Checklist 7.1 Inspection Task ECT Requirement Additional Work Clean and/or replace filters if accumulation results in airflow outside established operating limits Inspect filter for dirt / particulate accumulation on filters Inspect air filter housing integrity and air seal Inspect grilles, registers, and diffusers for dirt accumulation Inspect all accessible ductwork for areas of moisture accumulation or biological growth Inspect integrity of all accessible ductwork insulation Inspect the integrity of all accessible ductwork including duct strapping, hangers, sections, joints and seams Document observations Document observations Document observations Document observations Document observations Recommend to the WSP the relocation of filter (if difficult for client to access), installation of a filter grille, replacement of panned joist returns per NCWIS Section 8400 Recommend to WSP replace with filter grille, replace filter door or filter housing as needed Recommend to the WSP the replacing of grilles, registers as needed Notify the WSP if growth presents a Health and Safety risk to occupant Repair, replace duct insulation in accordance with NCWIS Section 8300 Repair, seal, and replace ductwork, hangers, joints, seams in accordance with NCWIS 8000 Evaluate, Clean, and Tune Guidance August 2012 Page 2 of 23

Controls and Safeties ACCA Standard 4 Checklist 7.1 Document observations, adjust as necessary Test modes of operation and control sequence. Test devices to ensure they are maintaining their expected range Test zoning controls modes of operation, zone control to ensure proper damper/ valve operation and test bypass dampers for proper function Test remote control thermostat in all modes of operation Initiate a test of the defrost control boards mode of operation, for those with this capability Test drain pan safety switches for Document observations, adjust as necessary Document observations, adjust as necessary Document observations, adjust as necessary Document observations Recommend to the WSP repair or replacement of components as needed Recommend to the WSP repair or replace as needed of components as needed Recommend repair or replacement in accordance with NCWIS 7900 Recommend to the WSP the repair, replacement as necessary. Recommend repairing wiring or switch, replacement if necessary Test unit safety switch Document observations Recommend repair or replacement if necessary Evaluate, Clean, and Tune Guidance August 2012 Page 3 of 23

Gas Furnace ACCA Standard 4 Checklist 7.3 Cabinet Inspect the required clearance for combustion around cabinet Recommend to the WSP corrections as required for combustion air, clearance to combustibles Electrical Inspect electrical disconnect box Inspect for proper equipment Tighten wiring nuts as needed grounding Measure and record line voltage Compare to Original Equipment Manufacturer (OEM) specifications or nameplate data Recommend that voltage be addressed if out of standard Inspect and test contactors and relays Inspect electrical connections Look for pitting or signs of damage Ensure wire size and type match load conditions. Tighten loose connections Replace contactors and relays demonstrating evidence of excessive contact Replace heat discolored connections and repair or replace any damaged electrical wiring Inspect all stand alone capacitors Replace those that are bulged, split, incorrectly sized, or do not meet OEM specifications Measure and record amperage draw to motor/nameplate data as available Blower Assembly Measure and record airflow across heat exchanger Test variable frequency drive for Inspect fan belt tension. Inspect belt and pulleys for wear and tear Confirm the fan blade or blower wheel has a tight connection to the blower motor shaft. Inspect fan for free rotation and minimal endplay. Measure and record amp draw when blower is operating. Test inducer fan motor and blower assembly If outside OEM specifications, inspect for cause Verify all grilles are open and free of obstruction. Adjust, repair, clean blower assembly and heat exchanger as necessary to ensure proper air flow Lubricate bearings as needed. If amp draw exceeds OEM specifications, then adjust motor speed to remedy cause Correct as needed Extensive repair or replacements conducted as necessary Repair or replace if necessary Condensate Removal Inspect condensate drain piping and traps for Clean, adjust as necessary Evaluate, Clean, and Tune Guidance August 2012 Page 4 of 23

Gas Combustion Inspect burner and flue for signs Identify cause and clean of water, corrosion, and blockage Inspect heat exchanger for signs of Identify cause and clean corrosion, fouling, structural problems and erratic flame operation during blower operation Visually inspect burners for signs Identify cause and clean of contamination Inspect the burner blower wheel Clean as needed Inspect hot surface igniter for cracks Replace if outside OEM specifications Measure and record inlet gas pressure at inlet pressure trap If gas pressure is not sufficient, document for utility company involvement Measure, record, and adjust manifold pressure as necessary Adjust the gas valve to provide proper manifold pressure Test main burner ignition Replace thermocouple or flame sensor assembly if outside OEM specifications Test burners Test inducer fan motor and blower assembly Test combustion air volume is correct Perform complete combustion analysis test Measure and record temperature difference (TD) across the heat exchanger Adjust air shutters per OEM specifications Correct as needed, clean as needed Confirm volume is correct per local code, document Measure and record test results per NCWIS Section 6500. Adjust as needed to conform to safety standards If TD is outside OEM specifications, identify cause. Clean, repair as needed Recommend additional combustion air per NCWIS Section 6500 Recommend corrective action and notify the WSP Evaluate, Clean, and Tune Guidance August 2012 Page 5 of 23

Gas Furnace ACCA Standard 4 Checklist 7.3 Venting Inspect vent exhaust system for signs of improper condensation, corrosion, cracks Inspect all vent connections for rust, discoloration, signs of condensate, proper material Inspect inlet and exhaust vent pipe for proper support, slope and termination Inspect for combustible materials placed too close to vent or pipe Document observations. Clean, remove blockages Ensure connectors are securely fastened Document observations Recommend relocation to safe place. Document observations Notify the WSP Evaluate, Clean, and Tune Guidance August 2012 Page 6 of 23

Oil Furnace ACCA Standard 4 Checklist 7.4 Cabinet Inspect the required clearance for combustion around cabinet Recommend to the WSP corrections as required for combustion air, clearance to combustibles Electrical Inspect electrical disconnect box Test proper equipment grounding Tighten wiring nuts as needed Measure and record line voltage Inspect and test contactors and relays Inspect electrical connections Measure and record; compare to OEM specifications or nameplate data Look for pitting or signs of damage Ensure wire size and type match load conditions. Tighten loose connections Recommend that voltage be addressed if out of standard Replace contactors and relays demonstrating evidence of excessive contact Replace heat discolored connections and repair or replace any damaged electrical wiring Inspect all stand alone capacitors Replace those that are bulged, split, incorrectly sized, or do not meet OEM specifications Measure and record amperage draw to motor/nameplate data as available Blower Assembly Determine and record airflow across heat exchanger Test variable frequency drive for Inspect fan belt tension. Inspect belt and pulleys for wear and tear Confirm the fan blade or blower wheel has a tight connection to the blower motor shaft. Inspect fan for free rotation and minimal endplay. Measure and record amp draw. Oil Combustion Inspect combustion chamber for structural problems Inspect heat exchanger for signs of corrosion, fouling, structural problems and erratic flame Measure. If outside OEM specifications, inspect for cause Measure and record. Verify all grilles are open and free of obstruction. Adjust, repair, clean blower assembly and heat exchanger as necessary to ensure proper air flow Lubricate bearings as needed. If amp draw exceeds OEM specifications, then adjust motor speed to remedy cause Document observations, clean if possible Identify cause and clean Extensive repair or replacements conducted as necessary Evaluate, Clean, and Tune Guidance August 2012 Page 7 of 23

operation during blower operation Visually inspect burner gaskets Identify cause and clean Inspect the retention head, electrodes and ceramic insulation Clean retention head, electrodes and ceramic insulation of soot and Change electrodes with ceramic cracks or if tips are rounded carbon Inspect electrodes for proper positioning Position electrodes as necessary Change electrodes as necessary Measure and record photo cell resistance Clean combustion air inlet Verify burner head or nozzle type and location per OEM specifications Remove photocell, check resistance, clean as necessary. Check against OEM specifications. Remove lint or foreign material that may obstruct airflow Adjust as necessary Replace as necessary Replace oil burner nozzle Document observations Replace DO NOT ATTEMPT TO CLEAN Test inducer fan motor and blower Correct as needed, clean as assembly needed Test combustion air volume is correct Confirm volume is correct per local code, document Recommend additional combustion air per NCWIS 6500 Replace oil filter Replace oil filter Bleed oil line Remove any air from line N/A Measure, adjust and record oil Measure and adjust oil pressure as N/A pressure needed Inspect oil pump for proper pressure and leaks If pressure is below OEM specifications, or signs of leak, remove oil pump cover and gasket. Discard gasket. With fine brush and solvent, clean strainer and replace. Reassemble new gasket. Retest pump N/A Test fuel pump for proper operation, pressure, and cut off. Measure and record line vacuum Measure and record ignition transformer secondary voltage Perform complete combustion analysis test Check primary burner control safety timing Venting Inspect vent exhaust system for signs of improper condensation, corrosion, or cracks Inspect all vent connections for rust, discoloration, signs of condensate Record using pressure gauge. Measure and record test results per NCWIS Section 6500. Adjust if possible to meet compliance Document observations. Clean, remove blockages Ensure connectors are securely fastened. If pressure drops below OEM specifications, replace pump or add check valve Notify the WSP if Safety Issue Recommend repairs or replacements as needed Replace safety control if timing exceeds OEM specifications Evaluate, Clean, and Tune Guidance August 2012 Page 8 of 23

Inspect inlet and exhaust vent Document observations pipe for proper support, slope and termination Inspect for combustible materials Recommend relocation to safe Notify the WSP placed too close to vent or pipe place. Document observations Blower Assembly Determine and record airflow across heat exchanger Measure and record. Verify all grilles are open and free of Extensive repair or replacements conducted as necessary obstruction. Adjust and clean blower and heat exchanger as necessary to ensure proper air flow Test variable frequency drive for Replace if necessary Inspect fan belt tension. Inspect belt and pulleys for wear and tear Confirm the fan blade or blower wheel has a tight connection to the blower motor shaft. Inspect fan for free rotation and minimal endplay. Measure and record amp draw when blower operating Lubricate bearings as needed. If amp draw exceeds OEM specifications, then adjust motor speed to remedy cause Evaluate, Clean, and Tune Guidance August 2012 Page 9 of 23

Electric Furnace ACCA Standard 4 Checklist 7.5 Cabinet Inspect the required clearance around cabinet Recommend to the WSP corrections as required Electrical Inspect electrical disconnect box Replace as necessary Test proper equipment grounding Tighten, correct as necessary Measure and record line voltage Measure and record. If outside OEM specifications, inspect for cause Address if out of standard Inspect and test contactors and relays Inspect electrical connections Look for pitting or signs of damage. Ensure wire size and type match load conditions. Tighten loose connections Replace contactors and relays demonstrating evidence of excessive contact Replace heat discolored connections and repair or replace any damaged electrical wiring Inspect all stand alone capacitors Replace those that are bulged, split, incorrectly sized, or do not meet OEM specifications Measure and record amperage draw to motor/nameplate data as available Test electric heater s capacity and sequence of operation Measure and record. If outside OEM specifications, inspect for cause If outside OEM specifications, inspect for cause Evaluate, Clean, and Tune Guidance August 2012 Page 10 of 23

Evaporator Coil ACCA Standard 4 Checklist 7.6 Cabinet Inspect the required clearance for combustion cabinet Condensate Removal Inspect condensate drain piping and traps for Inspect for condensate blower from coil into cabinet Inspect drain pan and accessible drain line for biological growth Refrigeration Measure and record TD across evaporator coil Inspect coil fins Inspect accessible refrigerant lines, joints, components and coils for oil leaks Inspect refrigerant line insulation Measure pressure drop across the coil Clean and repair as necessary Adjust fan speed, clean coil fins, ensure OEM specifications supplied deflectors are in place, or replace coil as required to eliminator water carry over Clean as needed to remove biological growth and ensure Evaluate this measurement with airflow, refrigerant charge, and operation conditions Ensure fins are visibly clean, straight, and open. Clean and straightening if required Test all oil stained joints for leaks. Clean if required Repair or replace insulation as needed Adjust, clean to ensure proper air flow Recommend to the WSP corrections as required for combustion air, clearance to combustibles Add algae tablets or strips as necessary. Ensure algae tubes and cleaning agent are compatible with fin and tube material Add or recover refrigerant as needed Repair or replace heavily damaged fins N/A Repair as necessary Evaluate, Clean, and Tune Guidance August 2012 Page 11 of 23

Condensing Unit ACCA Standard 4 Checklist 7.7 Cabinet Inspect the required clearance for combustion around cabinet Recommend to the WSP corrections as required for combustion air, clearance to combustibles Electrical Inspect electrical disconnect box Replace as necessary Test proper equipment grounding Tighten, correct as necessary Measure and record line voltage Measure and record; compare to Address if out of standard OEM specifications or nameplate data Inspect and test contactors and relays Look for pitting or signs of damage Replace contactors and relays demonstrating evidence of excessive Inspect electrical connections Ensure wire size and type match load conditions. Tighten loose connections contact Replace heat discolored connections and repair or replace any damaged electrical wiring Inspect all stand alone capacitors Replace those that are bulged, split, incorrectly sized, or do not meet OEM specifications Measure and record amperage draw to motor/nameplate data as available Measure. If outside OEM specifications, inspect for cause Refrigeration Inspect accessible refrigerant lines, joints, components and coils for oil leaks If indoor air flow is within OEM specifications but TD is not, measure and record system refrigeration charge in cooling mode Condenser Fan Motor Confirm the fan blade or blower wheel has a tight connection to the blower motor shaft Test all oil stained joints for leaks. Clean Evaluate metering device for proper installation Lubricate bearings as needed, if recommended by OEM specifications. If amp draw exceeds OEM specifications then adjust motor speed or remedy Add or recover refrigerant as needed If due to motor failure, recommend replacement of blower motor Condenser Coil Inspect coil fins Clean and straighten fins Test reversing valve operation If indoor air flow is within OEM specifications but TD is not Measure and record system refrigeration in heating mode. Evaluate metering device Add or recover refrigerant as needed Test defrost cycle controls Adjust controls as needed Inspect outdoor unit condensate drain ports Ensure drain ports are open and unit is elevated above obstruction to allow free flow of condensate per local code Recommend repairs / adjustments as needed Evaluate, Clean, and Tune Guidance August 2012 Page 12 of 23

Fan Coil ACCA Standard 4 Checklist 7.8 Cabinet Inspect the required clearance for combustion around cabinet Recommend to the WSP corrections as required for combustion air, clearance to combustibles Electrical Inspect electrical disconnect box Replace as necessary Test proper equipment grounding Tighten, correct as necessary Measure and record line voltage Measure and record; compare to Address if out of standard OEM specifications or nameplate data Inspect and test contactors and relays Look for pitting or signs of damage Replace contactors and relays demonstrating evidence of excessive Inspect electrical connections Ensure wire size and type match load conditions. Tighten loose connections contact Replace heat discolored connections and repair or replace any damaged electrical wiring Inspect all stand alone capacitors Replace those that are bulged, split, incorrectly sized, or do not meet OEM specifications Measure and record amperage draw to motor/nameplate data as available Measure. If outside OEM specifications, inspect for cause Blower Assembly Shall determine and record airflow across heat exchanger Measure and record. Verify all grilles are open and free of obstruction. Adjust, clean as necessary to ensure proper air flow Extensive repair or replacements conducted as necessary Test variable frequency drive for Replace if necessary Inspect fan belt tension. Inspect belt and pulleys for wear and tear Confirm the fan blade or blower wheel Lubricate bearings as needed. If has a tight connection to the blower amp draw exceeds OEM motor shaft. Inspect fan for free specifications, then adjust motor rotation and minimal endplay. speed to remedy cause Measure and record amp draw Evaporator Coil Inspect coil fins Clean and straighten fins Measure and record TD across Add or recover refrigerant if necessary evaporator coil Inspect refrigerant line insulation Condensate Removal Inspect condensate drain piping and Clean and repair as necessary traps for Evaluate, Clean, and Tune Guidance August 2012 Page 13 of 23

Inspect for condensate blowing from coil into cabinet Adjust fan speed, clean coil fins, ensure OEM specifications supplied deflectors are in place Replace coil as necessary Inspect drain pan and drain line for biological growth Auxiliary or Supplemental Electric Heaters Test electric heater s capacity and sequence operation Clean as needed to remove biological growth an ensure If outside OEM specifications rating or sequencer specs, inspect for cause. Record Add algae tablets or a cleaning agent as needed compatible with OEM specifications Repair as necessary Evaluate, Clean, and Tune Guidance August 2012 Page 14 of 23

Gas Boiler ACCA Standard 4 Checklist 7.9 Cabinet Inspect cabinet, cabinet fasteners, and cabinet panels Inspect the required clearance for combustion around cabinet Adjust / repair fasteners as needed to ensure cabinet closes properly Recommend to the WSP repair or replace insulation to ensure. Replace lost fasteners as needed. Recommend to the WSP corrections as required for combustion air, clearance to combustibles Electrical Inspect electrical disconnect box Test proper equipment grounding Tighten wiring nuts as needed Measure and record line voltage Inspect and test contactors and relays Inspect electrical connections Measure and record; compare to OEM specifications or nameplate data Look for pitting or signs of damage Ensure wire size and type match load conditions. Tighten loose connections Recommend that voltage be addressed if out of standard Replace contactors and relays demonstrating evidence of excessive contact Replace heat discolored connections and repair or replace any damaged electrical wiring Inspect all stand alone capacitors Replace those that are bulged, split, incorrectly sized, or do not meet OEM specifications Measure and record amperage draw to motor/nameplate data as available Gas Combustion Inspect combustion chamber for structural problems Inspect heat exchanger for signs of corrosion, fouling, structural problems and erratic flame operation during blower operation Visually inspect burners for signs of contamination Measure. If outside OEM specifications, inspect for cause Document observations, clean if possible Identify cause and clean Identify cause and clean Inspect the burner blower wheel Clean as needed Inspect hot surface igniter for cracks Record Observations Replace if outside OEM specifications Shall measure and record in-set gas pressure at inlet pressure tap Record Observations If gas pressure is not sufficient, notify the WSP Measure, record, and adjust manifold pressure as necessary Adjust the gas valve to provide proper pressure Test main burner ignition Clean thermocouple or flame sensor Evaluate, Clean, and Tune Guidance August 2012 Page 15 of 23

Test burners Fire unit and adjust air shutters if used Test inducer fan motor and blower Clean as needed assembly Test combustion air volume is correct Ensure air volume is correct per code Notify WSP add combustion air per NCWIS 6500 Shall complete perform Measure and record test results combustion analysis test per NCWIS Section 6500. remedy issues if possible Measure and record TD across the Clean components or adjust heat exchanger airflow as necessary Hydronic Loop Inspect screen on reducing valve, pressure reducing valve, and Y Clean as necessary strainer if available Test bladder expansion tank for proper air cushion or proper air cushion on expansion tank Inspect water pump Measure and record TD of water entering to water leaving coil/ heat exchanger Measure and record pressure difference (PD) of the water loop across the water heat exchanger Venting Inspect vent exhaust system for signs of improper condensation, corrosion, or cracks Inspect all vent connections for rust, discoloration, signs of condensate Inspect inlet and exhaust vent pipe for proper support, slope and termination Inspect for combustible materials placed too close to vent or pipe Adjust to provide proper air cushion on expansion tank as per manufactures specifications Clean or clear as needed to reduce cavitation and ensure Adjust flow rate as necessary Adjust water pump or control valve as necessary Document observations. Clean, remove blockages Ensure connectors are securely fastened Document observations Recommend relocation to safe place. Document observations Notify the WSP Evaluate, Clean, and Tune Guidance August 2012 Page 16 of 23

Oil Boiler ACCA Standard 4 Checklist 7.9 Cabinet Inspect cabinet, cabinet fasteners, and cabinet panels Inspect the required clearance for combustion around cabinet Adjust / repair fasteners as needed to ensure cabinet closes properly Recommend to the WSP repair or replace insulation to ensure. Replace lost fasteners as needed Recommend to the WSP corrections as required for combustion air, clearance to combustibles Electrical Inspect electrical disconnect box Test proper equipment grounding Tighten wiring nuts as needed Measure and record line voltage Inspect and test contactors and relays Inspect electrical connections Measure and record; compare to OEM specifications or nameplate data Look for pitting or signs of damage Ensure wire size and type match load conditions. Tighten loose connections Recommend that voltage be addressed if out of standard Replace contactors and relays demonstrating evidence of excessive contact Replace heat discolored connections and repair or replace any damaged electrical wiring Inspect all stand alone capacitors Replace those that are bulged, split, incorrectly sized, or do not meet OEM specifications Measure and record amperage draw to motor/nameplate data as available Oil Combustion Inspect combustion chamber for structural problems Inspect heat exchanger for signs of corrosion, fouling, structural problems and erratic flame operation during blower operation Measure. If outside OEM specifications, inspect for cause Document observations, clean if possible Identify cause and clean Visually inspect burner gaskets Identify cause and clean Inspect the retention head, electrodes and ceramic insulation Clean retention head, electrodes and ceramic insulation of soot and Change electrodes with ceramic cracks or if tips are rounded carbon Inspect electrodes for proper positioning Position electrodes as necessary Change electrodes as necessary Measure and record photo cell resistance Clean combustion air inlet Remove photocell, check resistance, clean as necessary. Check against OEM specifications Remove lint or foreign material that may obstruct airflow Evaluate, Clean, and Tune Guidance August 2012 Page 17 of 23

Verify burner head or nozzle type Adjust as necessary Replace as necessary and location per OEM specifications Replace oil burner nozzle Document observations Replace DO NOT ATTEMPT TO CLEAN Test inducer fan motor and blower Correct as needed, clean as assembly needed Test combustion air volume is correct Confirm volume is correct per local code, document Recommend additional combustion air per NCWIS 6500 Replace oil filter Replace oil filter Bleed oil line Remove any air from line N/A Measure, adjust and record oil Measure and adjust oil pressure as N/A pressure needed Inspect oil pump for proper pressure and leaks If pressure is below OEM specifications, or signs of leak, remove oil pump cover and gasket. Discard gasket. With fine brush and solvent, clean strainer and replace. Reassemble new gasket. Retest pump N/A Test fuel pump for proper operation, pressure, and cut off. Measure and record line vacuum Measure and record ignition transformer secondary voltage Perform complete combustion analysis test Check primary burner control safety timing Hydronic Loop Inspect screen on reducing valve, pressure reducing valve, and Y strainer if available Test bladder expansion tank for proper air cushion or proper air cushion on expansion tank Inspect water pump Measure and record TD of water entering to water leaving coil/ heat exchanger Measure and record pressure difference (PD) of the water loop across the water heat exchanger Record using pressure gauge Measure and record test results per NCWIS Section 6500. Adjust if possible to meet compliance Clean as necessary Adjust to provide proper air cushion on expansion tank as per manufactures specifications Clean or clear as needed to reduce cavitation and ensure Adjust flow rate as necessary Adjust water pump or control valve as necessary If pressure drops below OEM specifications, replace pump or add check valve Notify the WSP if Safety Issue Recommend repairs or replacements as needed Replace safety control if timing exceeds OEM specifications N/A N/A Evaluate, Clean, and Tune Guidance August 2012 Page 18 of 23

Venting Inspect vent exhaust system for signs of improper condensation, corrosion, or cracks Inspect all vent connections for rust, discoloration, signs of condensate Inspect inlet and exhaust vent pipe for proper support, slope and termination Inspect for combustible materials placed too close to vent or pipe Document observations. Clean, remove blockages Ensure connectors are securely fastened Document observations Recommend relocation to safe place. Document observations Notify the WSP Evaluate, Clean, and Tune Guidance August 2012 Page 19 of 23

Package Units ACCA Standard 4 Checklist 7.12 Cabinet Inspect cabinet, cabinet fasteners, and cabinet panels Inspect the required clearance for combustion and service around cabinet Adjust / repair fasteners as needed to ensure cabinet closes properly Recommend to the WSP repair or replace insulation to ensure proper operation. Replace lost fasteners as needed Recommend to the WSP corrections as required for combustion air, clearance to combustibles Electrical Inspect electrical disconnect box Replace as necessary Test proper equipment grounding Tighten, correct as necessary Measure and record line voltage Measure and record; compare to Address if out of standard OEM specifications or nameplate data Inspect and test contactors and relays Look for pitting or signs of damage Replace contactors and relays demonstrating evidence of excessive contact Inspect electrical connections Ensure wire size and type match load conditions. Tighten loose connections Replace heat discolored connections and repair or replace any damaged electrical wiring Inspect all stand alone capacitors Replace those that are bulged, split, incorrectly sized, or do not meet OEM specifications Measure and record amperage draw to motor/nameplate data as available Blower Assembly Shall determine and record airflow across heat exchanger Test variable frequency drive for Inspect fan belt tension. Inspect belt and pulleys for wear and tear Confirm the fan blade or blower wheel has a tight connection to the blower motor shaft. Inspect fan for free rotation and minimal endplay. Measure and record amp draw Indoor Blower Motor Determine and record airflow across heat exchanger Measure. If outside OEM specifications, inspect for cause Measure and record. Verify all grilles are open and free of obstruction. Adjust and clean as necessary to ensure proper air flow Lubricate bearings as needed. If amp draw exceeds OEM specifications, then adjust motor speed to remedy cause Measure and record. Verify all grilles are open and free of obstruction. Adjust and clean as necessary to ensure proper air flow Extensive repair or replacements conducted as necessary Replace if necessary Extensive repair or replacements conducted as necessary Evaluate, Clean, and Tune Guidance August 2012 Page 20 of 23

Test variable frequency drive for Replace if necessary Inspect fan belt tension. Inspect belt and pulleys for wear and tear Confirm the fan blade or blower wheel Lubricate bearings as needed. If has a tight connection to the blower motor shaft. Inspect fan for free rotation and minimal endplay. Measure and record amp draw amp draw exceeds OEM specifications, then adjust motor speed to remedy cause Evaporator Coil Section Inspect coil fins Clean, straighten, open as required Replace fins as necessary Inspect for condensate blowing from coil Inspect accessible refrigerant connecting lines, joints, and coils for oil leaks Measure and record TD across evaporator coil Condensate Removal Inspect for condensate blowing from coil into cabinet Inspect condensate drains (and traps) for Inspect drain pan and accessible drain line for biological growth Condenser Blower Motor Shall confirm the fan blade or blower wheel has a tight connection to the blower motor shaft. Inspect fan for free rotation. Measure and record amp draw when blower operating Condenser Coil Section Inspect coil fins Inspect accessible refrigerant connecting lines, joints, and coils for oil leaks Refrigeration Inspect accessible refrigerant connection lines, joints, and coils for oil leaks If indoor airflow is within OEM, but TD is not, measure and record system refrigeration in COOLING MODE Adjust fan speed, clean coil fins, or replace coil as necessary to eliminate water carry over Test all oil stained joints for leak. Clean Adjust fan speed, clean coils fins, confirm deflectors meet OEM specification are in place Clean and repair as needed Clean as needed to remove biological growth and ensure Lubricate bearings as needed, if recommended by OEM specifications. If amp draw exceeds OEM specifications, adjust motor speed Ensure fins are clean, straight, and open Test all oil stained joints for leaks. Clean and repair Test all oil stains for leaks. Clean as needed Record Observations N/A N/A Replace coil as necessary Replace as necessary Add algae tablets or use cleaning solution as necessary If motor failure, recommend replacement Replace fins as necessary Repair and replace as necessary Add or recover refrigerant as necessary Evaluate, Clean, and Tune Guidance August 2012 Page 21 of 23

Auxiliary or Supplemental Electric Heaters Test electric heater s capacity and sequence of operation If outside OEM specifications rating or sequencer specs, inspect for cause and repair Replace as necessary Tasks for Package Heat Pumps ACCA Standard 4 Checklist 7.12-HP Test reversing valve operation If indoor air flow is within OEM Evaluate for proper installation Add or recover refrigerant as necessary specifications but TD is not, measure and record system refrigeration in HEATING mode and operation Test defrost cycle Adjust controls as needed Inspect condenser section condensate drain ports Ensure drain ports are open and elevated above obstructions Recommend rework as necessary Evaluate, Clean, and Tune Guidance August 2012 Page 22 of 23

Tasks for Gas Package Units ACCA Standard 4 Checklist 7.12-GP Gas Combustion Inspect combustion chamber, burner Record Observations and flue Inspect heat exchanger for signs of Clean as needed corrosion, fouling, structural problems Visually inspect burners for signs of Clean as needed contamination Inspect the burner blower wheel Clean as needed Inspect hot surface igniter for cracks Replace if outside OEM specifications Measure and record in-set gas pressure at inlet pressure tap If gas pressure is not sufficient, notify the WSP Measure, record, and adjust manifold Adjust the gas valve to provide N/A pressure as necessary proper pressure Test main burner ignition Clean thermocouple or flame sensor Test burners Fire unit and adjust air shutters if used Test inducer fan motor and blower Clean as needed assembly Test combustion air volume is correct Ensure air volume is correct per code Notify the WSP add combustion air per NCWIS 6500 Perform complete combustion Measure and record test results analysis test per NCWIS Section 6500 remedy issues if possible Measure and record TD across the heat exchanger Clean components or adjust airflow as necessary Venting Inspect vent exhaust system for signs of improper condensation, corrosion, cracks Inspect all vent connections for rust, discoloration, signs of condensate Inspect inlet and exhaust vent pipe for proper support, slope and termination Inspect for combustible materials placed too close to vent or pipe Document observations. Clean or remove blockages Ensure connectors are securely fastened Document observations Recommend relocation to safe place. Document observations Notify the WSP Evaluate, Clean, and Tune Guidance August 2012 Page 23 of 23