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Decision Workshop |
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Repair or Replace Report Card |
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| Decision Section |
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Cooling and Heat Pumps (splits or packaged) |
Furnaces and Boilers |
Gas/Electric Packaged Units |
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Red Flags |
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| Complete this section to make a proper recommendation |
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Refer to the comfort advisor if the customer's system requires changes due to any of the following conditions / observations |
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| Category Points |
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Y |
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N |
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Air Flow |
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| 0-5 Years………………… |
1 |
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Are there airflow problems? |
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| 6-10 Years…………….… |
5 |
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Too hot in summer or too cold in winter? |
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| 11-20 Years……………… |
10 |
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Leakage in Duct System? |
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| Over 20 Years…………… |
20 |
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Noise |
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| Estimated Cost of Repairs |
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Are there noise issues? (e.g. vibrations, whistling) |
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| Less than $100.00……… |
1 |
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Refrigerants |
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| $101-$500………………… |
5 |
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Will I be changing refrigerants? |
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| $501-$1,000……………… |
10 |
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(May need to change metering device, line set or coil) |
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| Over $1,000……………… |
20 |
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Cycling |
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| Repairs Under Warranty |
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Is the unit cycling a lot? |
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| Yes………………………… |
0 |
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Comfort |
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| No…………………………… |
5 |
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Have there been problems with comfort - too hot or |
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| SEER of Equipment 1 |
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too cold - in the past? |
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| Over 13…………………… |
1 |
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Remodeled |
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| 10-13……………………… |
5 |
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Since the house was built, has it been remodeled or |
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| 8-10………………………… |
10 |
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have rooms been added-on? |
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| 5-7………………………… |
20 |
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(More rooms to heat/cool? More insulation?) |
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| Type or Refrigerant Used 2 |
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Building Codes |
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| HFC…………………………… |
0 |
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Have there been any changes in building or mechanical |
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| CFC or HCFC……………… |
5 |
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codes? (e.g. aluminum wiring prohibited: ordinances |
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| AFUE 3 |
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for outside noise from condensing units.) |
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| Over 90………………...… |
1 |
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Venting |
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| 89-90……………………… |
5 |
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Are there any concerns about venting? |
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| 80-87……………………… |
10 |
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(e.g. a midrange furnace vented into a masonry chimney) |
| 70-79……………………… |
20 |
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Fuel Changes |
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| Outdoor Equipment Condition 4 |
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Would replacement be an opportunity to change fuel type? |
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| Good……………………………. |
1 |
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(e.g. oil to gas; electric to gas; etc.) |
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| Average…………………………. |
5 |
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Safety Issues |
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| Fair……………………………… |
10 |
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Carbon monoxide present? |
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| Poor……………………………. |
20 |
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Fuel leaks? |
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| Indoor Equipment Condition 5 |
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Unsafe wiring? |
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| Good……………………………. |
1 |
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Repair History |
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| Average………………………… |
5 |
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Has the compressor been replaced? |
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| Fair………………………………. |
10 |
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Has the heat exchanger been replaced? |
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| Poor……………………………. |
20 |
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| Owner Expects to Stay in Home |
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NOTES: |
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Reminder: If the outdoor unit is replaced, |
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| 2 years or less…………… |
1 |
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1 |
Air Conditioners & Heat Pumps |
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The indoor coil needs to be replaced. |
| 2-5 years…………………… |
5 |
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2 |
HFC (R134A, R410A) |
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| 6-10 years…………………. |
10 |
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CFC (R12, R-500), HCFC (R-22) |
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| Over 10 years……………… |
20 |
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3 |
Furnaces, Boilers & Gas/Electric PACs |
Date: |
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| Total Score |
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4 |
Split Systems & Package Units Only |
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| Repair: |
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0-35 |
0-40 |
0-45 |
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5 |
Fan Coils & Furnace Coils |
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Customer: |
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| Questionable: |
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36-50 |
41-60 |
46-70 |
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6 |
N/A for Package HP & AC |
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| Replace: |
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51+ |
61+ |
71+ |
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Technician: |
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