ASHRAE 188 Water Management Plan Annual Review

Annual inspection template for reviewing a building water management program under ASHRAE 188, including team roster verification, sample point review, action and corrective limits, and document revision control.

Review Record and Scope

• Annual review date recorded
  Record the date the annual review was completed.
• Building or facility name matches the water management plan
  Confirm the review is tied to the correct building, campus, or facility.
• Current water management plan revision date documented
  Record the revision date of the controlled water management plan document.
• Review scope includes all applicable building water systems
  Select all water systems included in the annual review.

Water Management Team Roster

• Water management team roster is current
  Confirm the roster reflects current personnel and roles.
• Team includes designated program owner or responsible manager
  Verify a responsible person is assigned for program oversight.
• Team includes operations or maintenance representative
  Verify operations or maintenance participation in the review.
• Team includes qualified technical or environmental health support as needed
  Confirm technical support is available for risk assessment and control decisions.
• Roster changes since last annual review documented
  List any additions, removals, or role changes since the prior review.

Sample Points and Control Locations

• Representative sample points are identified for each applicable system
  Confirm sample points are defined for each managed water system.
• Sample points remain accessible and clearly labeled
  Verify sample locations can be reached and identified during routine monitoring.
• Sample point list matches current building conditions
  Confirm the list reflects current piping, fixtures, equipment, and occupied areas.
• Control locations and monitoring frequencies reviewed
  Verify control points and monitoring intervals are still appropriate for the system.
• Changes to sample points documented with rationale
  Describe any added, removed, or relocated sample points and why the change was made.

Action Limits and Corrective Limits

• Action limits are defined for applicable control parameters
  Verify action limits exist for monitored parameters such as temperature, disinfectant residual, or other control measures.
• Corrective limits are defined for applicable control parameters
  Verify corrective limits are established for out-of-range conditions.
• Limits are documented in measurable terms
  Confirm limits are stated as measurable values or ranges rather than general statements.
• Response steps are linked to each action or corrective limit
  Verify the plan identifies who responds and what actions are taken when limits are exceeded.
• Limit changes since last review documented
  Record any updates to action limits or corrective limits and the reason for the change.

Corrective Actions and Sign-Off

• Deficiencies or non-conformances identified during review
  List any gaps, missing records, or plan deficiencies found during the annual review.
• Corrective actions assigned with due dates
  Document assigned corrective actions, owners, and target completion dates.
• Reviewer signature
  Signature of the person completing or approving the annual review.
• Management approval signature
  Signature of management or program authority acknowledging the review.