PROJECT & TECHNICAL REQUIREMENTS FORM (EN)

01 CLIENT & PROJECT INFORMATION

Company/ Client *

VAT/ Tax ID

Contact person *

Position/role

E-mail *

Phone *

Company address

Country / city

Project name

Project location

End client / owner

HVAC designer

General contractor

HVAC contractor / integrator

Distributor / partner

Brief project description / project stage

Expected operating profile

24/7 Intermittent Working hours Variable by CO2 / occupancy

Automatic demand-controlled Variable by temperature / RH Stand-by/redundant

02 EQUIPMENT TYPE & APPLICATION

Select equipment type(s)

AHU/CTA Rooftop Fresh-air supply unit Energy-recovery air handling unit

Heat-pump rooftop Other custom equipment Exhaust unit Heat-pump AHU

Ventilation unit without thermal treatment

Application / sector

Industrial/manufacturing Commercial / retail Medical/clinic/ hospital

Warehouse/logistics Office HoReCa / professional kitchen

Event/conference space Cleanroom/laboratory Residential/multifamily Other application

Number of units / identical configurations *

Equipment tag / reference numbers

Existing equipment to be replaced? If yes, provide model and datasheet.

03 BUILDING, LOCATION & INSTALLATION CONDITIONS

Building type and served space use

Served floor area / volume

Number of levels and zones

Indoor or outdoor equipment?

Location: roof / plant room/terrace/ ground/mezzanine / other

Maximum available equipment dimensions

Access constraints: doors, lift, roof hatch, crane, openings

Available height and transport constraints

Ambient conditions: temperature, dust, humidity, corrosive atmosphere

Are service panels / access required on both sides?

Special anti-vibration installation requirements?

04 AIR PARAMETERS: AIRFLOW, PRESSURE & OPERATION

Nominal supply airflow [m³/h]

Minimum/maximum airflow [m³/h]

Exhaust airflow [m³/h]

Fresh-air airflow [m³/h]

Recirculated airflow [m³/h] and percentage

Required external static pressure [Pa]

Estimated internal pressure drop / component losses [Pa]

Required total fan pressure [Pa]

Number of stages / control range

Entering and leaving air temperature in each operating mode

Entering / leaving relative humidity, if known

Altitude / atmospheric pressure, if relevant

Airflow / pressure calculation or selection sheet available? Attach if yes.

05 HEATING, COOLING, DEHUMIDIFICATION & HUMIDIFICATION

Winter design outdoor temperature [°C]

Summer design outdoor temperature [°C]

Winter indoor target temperature [°C]

Summer indoor target temperature [°C]

Target/maximum indoor relative humidity [% RH]

Required heating capacity [kW]

Required cooling capacity [kW]

Heating medium: supply/return temperatures, flow rate, glycol

DX/refrigeration circuit: refrigerant and evaporating/condensing conditions

Is dehumidification required?

Is humidification required?

Humidifier type: steam / evaporative / other

Is a sensible/latent or full thermal load calculation available?

06 HEAT RECOVERY & FREE COOLING

Preferred heat-recovery type: plate / rotary/heat pipe / other

Is moisture recovery required?

Minimum required efficiency [%]

Heat-recovery bypass: YES/NO/automatic

Frost protection required

Minimum operating temperature

Free cooling / economizer required

Fresh-air + recirculation mixing: YES / NO

Heat-recovery / free-cooling schematic or specification

07 FILTRATION, HYGIENE & INDOOR AIR QUALITY

Outdoor-air filtration: class / efficiency

Return/recirculated-air filtration

Pre-filter: class, size, maximum pressure drop

Fine filter: class, efficiency, maximum pressure drop

HEPA / ULPA: class and position

Filter differential-pressure monitoring

ISO/GMP/medical/cleanroom requirements

Corrosion protection / special materials

Hygiene requirements: drain pans, drainage, washable surfaces, cleanability

Are odours, grease, dust, particles, gases or special substances present?

08 FANS, MOTORS & PERFORMANCE

Fan type: EC/AC / plug fan / centrifugal / other

Airflow and pressure at duty point

Minimum efficiency required

Motor: power, voltage, phases, frequency

Control: 0-10 V/EC/VFD / Modbus / other

Fan redundancy required

Rotation/location / orientation

Required airflow / pressure reserve

Minimum energy efficiency / performance class

Required fan performance point(s), efficiency and selection data

09 CONTROLS, SENSORS, BMS & ELECTRICAL

Controls/automation included: YES / NO

Indoor-temperature control

Relative-humidity control

Maximum RH [%]

CO2/VOC/particulate sensors

Temperature and RH sensors on supply/return/outdoor air

Pressure switches / pressure transducers

Frost/smoke / fire protection

Pump, valve, compressor, fan and damper control

BMS: Modbus TCP/RTU / BACnet IP/MS-TP/KNX / other

Commands and alarms required in BMS

Local HMI/touchscreen / service port

Weekly schedule / calendar / operating scenarios

Fire alarm / smoke extraction integration

Power supply, installed power and nominal current

10 CONSTRUCTION, CASING, MATERIALS & CONNECTIONS

Panel thickness [mm]

Insulation type and thermal conductivity

Indoor/outdoor casing

Air-tightness / thermal-bridge requirement

Panel material: painted steel / stainless steel / aluminium / other

Finish / colour / UV protection

Base frame / chassis / support

Connections: location, dimensions and orientation

Service and component removal access

Condensate drain pan and trap

Condensate drains and connection locations

Dampers: leakage class and actuators

Inspection windows / lighting / service sockets, if required

11 ROOFTOP - SPECIFIC REQUIREMENTS

Monobloc or modular rooftop

Roof location and support type

Dimensions and allowable roof load

Support points / structural requirements

Crane and maintenance access

Wind/snow load requirements, if applicable

UV and weather protection

Air configuration: top / side / bottom /custom

Intake and discharge location and separation distances

Condensate: gravity/pump

DX/heat-pump / other refrigeration circuit

Required / permitted refrigerant

Number of compressors and staging, if specified

Heating/cooling / simultaneous operation or heat recovery

Free cooling / economizer

Recirculation and fresh-air ratio

Winter protection / low-ambient kit

Roof-top service requirements

12 AHU/CTA - CONFIGURATION & COMPONENTS

Exact section arrangement, if a specification exists

Airflow direction and connection side

Mixing/recirculation / fresh air

Filter section and required classes

Heat exchanger / recovery and efficiency

Hot-water/chilled-water / DX coil

Electric heater, if required

Humidification / dehumidification

Droplet eliminator

Acoustic attenuators

Dampers and actuators

Supply / exhaust fan

Sensors and controls

Bypass and free cooling

UV-C or other treatment, if required

Hygienic materials and construction

Mandatory certifications / standards / documentation

13 ACOUSTICS, FIRE, SMOKE EXTRACT & SPECIAL REQUIREMENTS

Maximum outdoor sound level [dB(A)]

Maximum sound level in occupied space [dB(A)]

Vibration requirements

Fire reaction / fire resistance requirements

Smoke extraction: YES / NO

Smoke-extraction operating temperature [°C]

Smoke-extraction certification / classification

ATEX: YES/NO; zone and category

Corrosive / saline / chemical environment

Special hygiene / biosafety requirements

Redundancy / continuous operation

Emergency-operation requirements

14 LOGISTICS, INSTALLATION, COMMISSIONING, SERVICE & WARRANTY

Quantity/number of identical units

Quotation deadline

Required delivery date

Delivery phasing

Incoterm/delivery address

Unloading and site handling

Crane / forklift / lifting equipment available

Installation included: YES / NO

Commissioning included: YES / NO

Operator/owner training

Maintenance / service / spare parts

Warranty period required

Service contract / SLA

Special commercial requirements / delivery constraints / exclusions

15 DOCUMENTS, ATTACHMENTS & REQUIREMENTS CONFIRMATION

Specification / tender document

PDF drawings

DWG/DXF

Hydraulic schematics

HVAC schematics

Refrigeration schematics

Airflow calculation

Acoustic calculation

BIM/Revit/IFC

Electrical schematics

Photos / videos

BOQ/quantity schedule

BMS requirements

Mandatory standards / codes

Roof/structural drawings

Thermal-load calculation

Pressure-loss calculation

Datasheets of existing equipment

3D/STEP/IGES

Budget/target price

Fire-safety requirements