| 1 | Match capacity to the actual load | Peak cooling demand, typical operating load, chilled-water temperatures, and expected future changes to the facility. | Request a load calculation based on project conditions and operating schedules. Avoid selecting capacity from floor area alone. | An oversized or undersized chiller can increase operating costs or fail to maintain the required process or comfort conditions. |
| 2 | Compare efficiency on a like-for-like basis | Full-load efficiency, part-load performance, and the rating conditions and test standard used for each proposal. | Compare COP or EER using the same entering and leaving water temperatures, ambient conditions, and applicable rating method. Review IPLV or NPLV data where relevant. | Efficiency figures are meaningful only when their test conditions and calculation methods are comparable. |
| 3 | Use the facility’s operating profile | Annual hours, seasonal weather, load variation, utility tariffs, and the number of hours spent at partial load. | Ask for an annual energy estimate based on a documented load profile rather than relying only on a single full-load rating. | Many commercial systems operate at part load for substantial periods, so real operating patterns affect energy use. |
| 4 | Assess refrigerant choice and availability | Refrigerant type, climate impact, safety classification, service availability, and applicable phase-down or use restrictions. | Confirm the refrigerant is permitted for the intended application and market. Check local rules, safety requirements, and the availability of trained service personnel. | Refrigerant policies differ by jurisdiction and can change over time; a locally compliant option may also simplify long-term servicing. |
| 5 | Check local codes and certifications | Applicable efficiency rules, electrical and pressure-equipment codes, refrigerant safety standards, building permits, and import requirements. | Have the local engineer or authority having jurisdiction confirm required approvals before ordering. Verify certificates apply to the exact model and configuration. | Requirements vary between countries and sometimes between regions, so a product accepted in one market may need additional approvals elsewhere. |
| 6 | Choose the right heat-rejection arrangement | Air-cooled or water-cooled design, local climate, available water, cooling-tower needs, plant-room space, and maintenance access. | Compare the complete system, including pumps, fans, cooling towers, water treatment, and auxiliary energy—not just the chiller unit. | Installation conditions and auxiliary equipment can affect total energy use, water use, space needs, and maintenance workload. |
| 7 | Verify electrical and site compatibility | Supply voltage and frequency, starting current, available electrical capacity, connection requirements, footprint, and service clearances. | Match the submittal data to the site’s electrical design and layout. Confirm lifting routes, foundation requirements, and access for future component replacement. | Early checks help prevent costly redesign, installation delays, or equipment that cannot be serviced safely on site. |
| 8 | Review controls and system integration | Control sequences, monitoring points, communication protocols, staging strategy, and compatibility with the building management system. | Request a points list and control narrative. Confirm how the chiller will coordinate with pumps, valves, cooling towers, and other chillers. | Well-coordinated controls can support stable operation and make it easier to monitor performance and diagnose faults. |
| 9 | Compare lifecycle cost, not purchase price alone | Initial cost, projected energy use, water and treatment costs, maintenance, spare parts, expected service life, and disposal obligations. | Use a consistent evaluation period, energy-price assumptions, and operating schedule for all bids. State assumptions clearly in the comparison. | A transparent lifecycle-cost comparison can reveal operating-cost differences that are not visible in the initial purchase price. |
| 10 | Confirm service support and documentation | Local technician capability, commissioning support, spare-parts lead times, warranty terms, operating manuals, and maintenance requirements. | Before purchase, confirm who will commission and service the equipment, what is covered by the warranty, and which records are supplied at handover. | Accessible support and complete documentation help maintain safe, reliable operation throughout the equipment’s service life. |