Locate and inspect waterborne cooling and air conditioning systems in treated areas

URN: INSACEA5
Business Sectors (Suites): Air Conditioning Energy Assessment
Developed by: Skills CFA
Approved on: 30 Mar 2019

Overview

This standard is about locating and inspecting waterborne cooling and air conditioning systems in treated areas.

The aim of the inspection is to assess the efficiency and sizing of the systems compared to the cooling requirements of the building. In turn, this will enable the production of a report, which advises customers on issues that affect energy efficiency and the use of installed air conditioning systems and suggest potential improvements.

The standard is about reviewing existing information relating to the waterborne cooling and air conditioning systems, and their maintenance and energy consumption. It is also about conducting a thorough inspection of the systems including the visual inspection of all relevant aspects in accordance with industry requirements.  

This standard also covers the production of records of findings using relevant methods and ensuring that records are kept in accordance with the relevant data protection legislation.


Performance criteria

You must be able to:

Review and record information relating to the energy performance of waterborne cooling and air conditioning systems in treated areas

  1. review the available information and identify that which is relevant to the energy performance of the waterborne cooling and air conditioning systems
  2. assess the installed equipment, controls, building fabric and layout
  3. identify variations from available drawings, documents and records and evaluate the impact they have on energy performance
  4. review the relevant site information and identify significant factors that influence the conduct of the energy assessment
  5. locate the waterborne cooling and air conditioning systems and assemble a minimum portfolio of relevant documentation if required
  6. maintain records of your inspections in accordance with organisational requirements and the relevant data protection legislation

Locate and inspect waterborne cooling and air conditioning systems in treated areas

  1. check the route and condition of cooling or chilled water system serving local cooling units and that the system is effectively controlled
  2. check the condition and operation of the local heat exchange units
  3. check that the heat exchanger surfaces are free from debris and undamaged
  4. where present, check the condition of intake filters for compliance with manufacturers' requirements
  5. check that inlet and outlet grilles are not obstructed
  6. check the correct rotation and control of heat exchange fans
  7. check that the controls on fan coils supplied with chilled and hot water are set correctly preventing the unit receiving both simultaneously
  8. check the operation of local heat pump unit compressors to confirm adequate charge of refrigerant and the absence of cycling and frosting
  9. check for signs of leakage of refrigerant from direct expansion heat exchanger surfaces

Conduct the inspection

  1. provide evidence of your identity to those present at the property before commencing the inspection
  2. confirm the availability of the equipment and resources required for the inspection
  3. use test equipment according to manufacturers' instructions
  4. identify circumstances when at the property that prevent you from continuing with the inspection and explain the reasons to the customer
  5. undertake specific, non-invasive and non-hazardous techniques that have been included within the agreed scope of works
  6. observe and take measurements which are necessary to provide data for assessment of the energy performance of the air conditioning system
  7. make further investigations where observations are inconsistent with existing evidence and expected findings
  8. draw the customer's attention to inadequate maintenance or neglect, particularly where these might have implications for the health and safety of occupants or the public

Knowledge and Understanding

You need to know and understand:

  1. the relevant components and controls of waterborne cooling and air conditioning systems
  2. the design and operation of the installed waterborne cooling and air conditioning systems, and the impact of changes in building usage on the air conditioning system installed
  3. how to identify the type, features and location of the air conditioning systems present at the property
  4. how to check that the system settings are within the limits set by manufacturers' data or design intent
  5. how to read and interpret building drawings
  6. the factors affecting air conditioning systems efficiency
  7. how to identify potential risk areas in waterborne cooling systems where Legionella may be present and how to take precautionary action to protect self and customers
  8. the range of information that available relating to the air conditioning system installed, its maintenance schedule and energy consumption
  9. how to review available information to identify that which is relevant to the energy performance of the air conditioning system
  10. how to review the available information to identify factors that influence the energy assessment
  11. how to identify circumstances that prevent the assessment of the energy performance of the air conditioning system
  12. the types of equipment and resources that are required for the inspection
  13. how to undertake specific, non-invasive and non-hazardous techniques included within the agreed scope of works
  14. how to make further investigations where observations are inconsistent with existing evidence and expected findings
  15. the requirements and application of relevant regulations, standards and guidance that apply to the assessment of the energy performance of air conditioning systems
  16. how to collate information required to assess the energy performance of air conditioning systems
  17. the types of advice that can be provided to customers during inspection
  18. the sources of information and advice about energy performance to which customers can be referred
  19. how to record the information and evidence in accordance with the relevant data protection legislation

Scope/range

Physical measurements of performance:

  • estimate current cooling loads against appropriate optimum cooling loads for a typical building of the type being inspected
  • establish the optimum size of the cooling system
  • identify special cooling measures for specific areas
  • assess cooling capacity using equipment rating plates and performance data available from manufacturers and online databases based on size and likely age of the equipment
  • establish the ventilation rate in terms of volume of air being circulated through the building and prescribed ventilation rates in regulatory documentation and professional guidance
  • determine airflow rates provided by fans in relation to ventilation requirements of the building and fan duties available from building logbooks, operational and maintenance manuals and rating plates and the total power required by supply and extract fans
  • establish the specific fan power of the supply and extract installation from available information compared to recommended levels in guidance documents

Scope Performance


Scope Knowledge


Values


Behaviours


Skills


Glossary


Links To Other NOS


External Links


Version Number

1

Indicative Review Date

06 Jan 2024

Validity

Current

Status

Original

Originating Organisation

Instructus

Original URN

ASTACEA5

Relevant Occupations

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

SOC Code

5225

Keywords

complex; central; air conditioning systems; maintenance; energy consumption; efficiency; inspection