Checklist for Site Survey

Checklist of Necessary Documents for Site Survey Site Plans _____ Current site plan drawing, printed copies any size (3 copies). _____ CAD site plan in AUTOCAD format on CD, if available. Construction Drawings _____ Complete set of drawings showing Architectural, Electrical, Civil and Mechanical plans and schedules. _____ Advise of modifications to buildings, and include renovations. _____ If multiple renovations have occurred please provide limited chronology and scope of each modification. _____ Have lighting systems been modified? _____ Major equipment replacements: boilers, chillers, air compressors or air handlers. Functional Work Flow Drawings _____ Drawings showing the progress of product through the facility.

Site Utility Data _____ Provide two years actual copies of utility bills. _____ Provide copies of the rate schedule for each utility. _____ Advise of any special programs or rebate programs under consideration. _____ Provide any detailed utility consumption data available such as trended meter data from the provider. Site Operational Data _____ Include the times of operation for each area of the facility _____ Advise if mechanical or other systems must operate more hours than occupancy _____ Provide temperature, humidity, pressure and other environmental requirements _____ Advise if environmental conditions are for occupancy or longer hours _____ Provide schedules for lighting operation _____ Does the lighting schedule provide time for the cleaning crew? Automation _____ Provide system architecture and point list _____ Is there any software descriptions to determine programs in use? Studies, Evaluations and System Reports _____ Copies of all types of studies should be provided. _____ Studies may include: HVAC subsystems, Electrical systems, Compressed air... _____ Indicate any systems currently under review for modification.

Five-Year Plan _____ Any documents defining potential change for the facility will help to include: mission change, new buildings... Other Contractor Work ______ Are there other contractors working in the facility over the period of our construction? Possible need for coordination.

The above checklist represents a beginning place for necessary data collection. Drawings and other information that is readily available are welcomed, but before you conduct a major search for a requested item we should discuss what documents you do have. Often major portions of the checklist are unavailable and must be reconstructed from some available information. Some of this reconstruction may lend itself to the required systems investigation and subsequent single line documents generation. Also the checklist is not a complete list of all the information that may be necessary to complete your study. The checklist should be considered a guide for the types of information helpful in the investigation of your systems.