Prepare for the energy assessment of air conditioning systems

This standard covers those activities that are carried out in preparation for the onsite energy assessment of air conditioning systems. It is about confirming arrangements for the inspection, agreeing a scope of works in consultation with the property owner or manager (the customer) and identifying when they are unable to conduct an inspection.

Note that the term 'assessment' is used throughout the standards when referring to the overall process of determining the energy performance of air conditioning systems, whereas 'inspection' is used only when referring to onsite inspection of air conditioning systems.

---

1. verify the purpose of the energy assessment of air conditioning systems and the process involved with the customer
2. identify and prepare the required pre-inspection information
3. verify the outcomes of the assessment and the nature of the report produced
4. provide a method statement for the customer to inform them of the need for an onsite energy assessment of their air conditioning systems
5. confirm which observations will be conducted and gain customer(s) approval
6. estimate how long the inspection will take place
7. identify the air conditioning system(s) and the requirements for sampling
8. draw up a health and safety risk assessment in preparation for the inspection based on documentation received, prior documentary and internet research of the site and surrounding areas
9. confirm the date, time, location of the onsite inspection and the relevant arrangements for the energy assessment
10. prepare a scope of works in consultation with the customer(s)
11. agree communication channels for the onsite inspection and who can be contacted in the event of queries
12. identify circumstances that prevent the undertaking of a full energy assessment and, if required, explain the reasons to the customer(s)
13. confirm that information and records relating to the energy assessments are maintained in accordance with the relevant organisational requirements and data protection legislation

---

1. the types of records kept including the air conditioning equipment installed, its maintenance programme and energy consumption detail and records
2. how your organisation must comply with the relevant data protection legislation
3. the current industry guidance relating to operations and maintenance manuals and health and safety records  
4. how to prepare the pre-inspection information for the relevant cooling systems in readiness for inspection
5. the overall purpose of the energy assessment of air conditioning systems and the processes involved
6. the purpose and structure of the energy assessment report that is provided
7. how to confirm the relevant arrangements apply for the energy assessment to the customer
8. the relevant methods of measuring evaporator and condenser efficiency
9. the communication channels to use during inspection and the contacts on site in the event of queries
10. the relevant health and safety procedures to be undertaken including risk assessment of the site and the health and safety requirements relating specifically to air conditioning
11. the site specific operating procedures including the relevant health and safety or security requirements particularly for out of hours working
12. how to prepare a scope of works, and agree this with the customer
13. how to identify and explain the circumstances that prevent undertaking an energy assessment

---

---

---

---

---

---

---

---

---

---

1

---

06 Jan 2024

---

Current

---

Original

---

Instructus

---

ASTACEA2

---

Architects, Building and Construction, Construction, Planning and the Built Environment, Engineering, Engineering Professionals, Professional Occupations

---

3541

---

energy assessment; air conditioning; inspection; arrangements; consultation; property owner; customer

---