SECTION 230998
A.
PREFUNCTIONAL CHECKLISTS
MECHANICAL and ELECTRICAL
GENERAL
This section contains Prefunctional Checklists in a form format (PFC).
The PFC procedures displayed here are intended to provide the CA with an example of a format and an
indication of the rigor of the required prefunctional checklists and documentation for various equipment
types. Though they were not developed specifically for this project, they are generally applicable.
The checklists contain items for both Division 23 and 26 contractors to perform. On each checklist, a
column is provided that should be filled out by the Contractor assigning responsibility for that line item to
a trade.
Those executing the checklists are only responsible to perform items that apply to the specific application
at hand. These checklists do not take the place of the manufacturer’s recommended checkout and startup procedures or report. Some checklist procedures may be redundant of some checkout procedures
that will be documented on typical factory field checkout sheets. Double documenting is required in those
cases.
Refer to Section 170100 for additional requirements regarding prefunctional checklists, startup and initial
checkout. Items that do not apply should be noted along with the reasons on the form. If this form is not
used for documenting, one of similar rigor and clarity shall be used. Contractors assigned responsibility
for sections of the checklist shall be responsible to see that checklist items by their subcontractors are
completed and checked off. “Contr.” column or abbreviations in brackets to the right of an item refer to
the contractor responsible to verify completion of this item. A/E = architect/engineer, All = all contractors,
CA = commissioning agent, CC = controls contractor, EC = electrical contractor, GC = general
contractor, MC = mechanical contractor, SC = sheet metal contractor, TAB = test and balance
contractor.
B.
PREFUNCTIONAL CHECKLISTS
The prefunctional checklists referred to in this section are found in the Specifications immediately after
this section and will be available to the successful contractors in electronic format after the contract is
awarded.
The checklists are provided in electronic file format (MS Word and MS Excel for Windows 2003). The file
name is at the bottom of each page. The file name “pc__” stands for Prefunctional Checklist.
COMPONENT
ELECTRONIC FILE NAME
Mechanical Equipment & Systems (checklists have both mechanical and electrical trade responsibilities)
Air handler Units
Building Automation System (DDC)
Calibration procedures (sensors; actuators)
Compressed Air Piping
Computer room AC unit
Ductwork
Energy Recovery Units (ERU)
Exhaust, Transfer, Relief fans
Refrigerant Piping
Startup documentation plan template
Variable frequency drive
ST. LOUIS COUNTY ANIMAL/VECTOR
CONTROL SHELTER – OLIVETTE, MISSOURI
PC-ahu.doc
PC-tempcontrols.doc
PC-calibdir.doc
PC-compairpipe.doc
PC-computac.doc
PC-Ductwork.doc
PC-eru.doc
PC-exh_fan.doc
PC-Refrigpipe.doc
PC-startpln.doc
PC-vfd.doc
PREFUNCTIONAL CHECKLISTS
SECTION 230998 − 1
Electrical Equipment & Systems (checklists have both mechanical and electrical trade responsibilities)
Generator and ATS
Lighting Controls
C.
PC Generator&ATS.xls
PC LightingControls.xls
SUGGESTED NUMBERING KEY FOR COMMISSIONING PROCEDURES
The checklists, functional tests, documentation and training use the equipment tag numbers from the
Division 23 drawings. Where tag numbers are repeated on the plans, individual numbers shall be
assigned by the TAB firm (i.e. where VAV-1 represents a 6” size and is used multiple times, the TAB shall
assign mark numbers for each VAV on a plan and all references to these items shall use the TAB number
by all members of the commissioning team. At the beginning of the identification number is a text
abbreviation for the following:
Document or Event Abbreviations
DOC= Documentation
PC
= Prefunctional Checklist
SP
= Startup Plan
SR
= Startup Report
FT
= Functional Test
R
= Review
TR
= Training Record
END OF SECTION 230998
ST. LOUIS COUNTY ANIMAL/VECTOR
CONTROL SHELTER – OLIVETTE, MISSOURI
PREFUNCTIONAL CHECKLISTS
SECTION 230998 − 2
AHU PREFUNCTIONAL CHECKLIST
PC-_____
Prefunctional Checklist
Project ____________________________________
PC-___ AIR HANDLER UNIT, AHU #’s_______________________________
Components included: ___supply fans, ___return and exhaust fans, ___coils,
___valves, ___VFD, ___dampers
Associated Checklists: CHW, HW Piping, ______________________________
1.
Submittal / Approvals
Submittal. The above equipment and systems integral to them are complete and ready for functional testing. The
checklist items are complete and have been checked off only by parties having direct knowledge of the event, as
marked below, respective to each responsible contractor. This prefunctional checklist is submitted for approval,
subject to an attached list of outstanding items yet to be completed. A Statement of Correction will be submitted
upon completion of any outstanding areas. None of the outstanding items preclude safe and reliable functional
tests being performed. ___ List attached.
____________________________ ______________
_________________________ _____________
Mechanical Contractor
Controls Contractor
Date
Date
____________________________ ______________
_________________________ _____________
Electrical Contractor
Sheet Metal Contractor
Date
Date
____________________________ ______________
_________________________ _____________
TAB Contractor
General Contractor
Date
Date
Prefunctional checklist items are to be completed as part of startup & initial checkout, preparatory to functional testing.
•
•
•
•
•
This checklist does not take the place of the manufacturer’s recommended checkout and startup procedures or report.
Items that do not apply shall be noted with the reasons on this form (N/A = not applicable, BO = by others).
If this form is not used for documenting, one of similar rigor shall be used.
Contractors assigned responsibility for sections of the checklist shall be responsible to see that checklist items by their
subcontractors are completed and checked off.
“Contr.” column or abbreviations in brackets to the right of an item refer to the contractor responsible to verify
completion of this item. A/E = architect/engineer, All = all contractors, CA = commissioning agent, CC = controls
contractor, EC = electrical contractor, GC = general contractor, MC = mechanical contractor, SC = sheet metal
contractor, TAB = test and balance contractor, ____ = _______________________________________.
Approvals. This filled-out checklist has been reviewed. Its completion is approved with the exceptions noted below.
____________________________ ______________
_________________________ _____________
Commissioning Agent
Owner’s Representative
2.
Date
Date
Requested documentation submitted
Notes:
File:
PC Ahu.doc
Commissioning Guide Specification --PECI: 6/2/2010
--Large Buildings
1
AHU PREFUNCTIONAL CHECKLIST
PC-_____
Check if Okay. Enter comment or note number if deficient.
Equip Tag->
Contr.
Check
Manufacturer’s cut sheets
Performance data (fan curves, coil data, etc.)
Installation and startup manual and plan
Sequences and control strategies
O&M manuals
• Documentation complete as per contract documents for given trade ........___ YES ___ NO
3.
Model verification
[Contr = ________]
1 = as specified, 2 = as submitted, 3 = as installed. Check if Okay. Enter note number if deficient.
Equip Tag--->
1
2
3
1
Model
2
3
Serial #
3
1
Capacity
2
3
1
Volts/phase 2
3
Manuf.
• The equipment installed matches the specifications for given trade ..........___ YES ___ NO
4.
Installation Checks
Check if Okay. Enter comment or note number if deficient.
Check
Equip Tag->
Contr.
Cabinet and General Installation
Permanent labels affixed, including for fans
Casing condition good: no dents, leaks, door gaskets installed
Access doors close tightly - no leaks
Boot between duct and unit tight and in good condition
Vibration isolation equipment installed & released from shipping
locks
Maintenance access acceptable for unit and components
Sound attenuation installed
Thermal insulation properly installed and according to specification
Instrumentation installed according to specification (thermometers,
pressure gages, flow meters, etc.)
Clean up of equipment completed per contract documents
Notes:
File:
PC Ahu.doc
Commissioning Guide Specification --PECI: 6/2/2010
--Large Buildings
2
AHU PREFUNCTIONAL CHECKLIST
PC-_____
Check if Okay. Enter comment or note number if deficient.
Check
Equip Tag->
Contr.
Filters installed and replacement type and efficiency permanently
affixed to housing--construction filters removed
Valves, Piping and Coils (see full piping checklists)
Pipe fittings complete and pipes properly supported
Pipes properly labeled
Pipes properly insulated
Strainers in place and clean
Piping system properly flushed
No leaking apparent around fittings
All coils are clean and fins are in good condition
All condensate drain pans clean and slope to drain, per spec
Valves properly labeled
Valves installed in proper direction
OSAT, MAT, SAT, RAT, chilled water supply sensors properly
located and secure (related OSAT sensor shielded)
Sensors calibrated (See calibration section below)
Motors: Premium efficiency verified, if spec’d?
P/T plugs and isolation valves installed per drawings
Fans and Dampers
Supply fan and motor alignment correct
Supply fan belt tension & condition good
Supply fan protective shrouds for belts in place and secure
Supply fan area clean
Supply fan and motor properly lubricated
Return/exhaust fan and motor aligned
Return/exhaust fan belt tension & condition good
Return/exhaust fan protective shrouds for belts in place and secure
Return/exhaust fan area clean
Return/exhaust fan and motor lube lines installed and lubed
Filters clean and tight fitting
Filter pressure differential measuring device installed and functional
(magnahelic, inclined manometer, etc.)
Smoke and fire dampers installed properly per contract docs (proper
location, access doors, appropriate ratings verified)
All dampers close tightly
All damper linkages have minimum play
Low limit freeze stat sensor located to deal with stratification &
bypass
Ducts
(preliminary check)
Notes:
File:
PC Ahu.doc
Commissioning Guide Specification --PECI: 6/2/2010
--Large Buildings
3
AHU PREFUNCTIONAL CHECKLIST
PC-_____
Check if Okay. Enter comment or note number if deficient.
Check
Equip Tag->
Contr.
Sound attenuators installed
Duct joint sealant properly installed
No apparent severe duct restrictions
Turning vanes in square elbows as per drawings
OSA intakes located away from pollutant sources & exhaust outlets
Pressure leakage tests completed
Branch duct control dampers operable
Ducts cleaned as per specifications
Balancing dampers installed as per drawings and TAB’s site visit
Electrical and Controls
Pilot lights are functioning
Power disconnects in place and labeled
All electric connections tight
Proper grounding installed for components and unit
Safeties in place and operable
Starter overload breakers installed and correct size
Sensors calibrated (see below)
Control system interlocks hooked up and functional
Smoke detectors in place
All control devices, pneumatic tubing and wiring complete
VFD
VFD powered (wired to controlled equipment)
VFD interlocked to control system
Static pressure or other controlling sensor properly located and per
drawings and calibrated
Static pressure or other controlling sensor calibrated
Drive location not subject to excessive temperatures
Drive location not subject to excessive moisture or dirt
Drive size matches motor size
Internal setting designating the model is correct
Input of motor FLA represents 100% to 105% of motor FLA rating
Appropriate Volts vs Hz curve is being used
Accel and decel times are around 10-50 seconds, except for special
applications. Actual decel = ______ Actual accel = _____
Lower frequency limit at 0 for VAV fans and around 10-30% for
chilled water pumps. Actual = _______________
Upper frequency limit set at 100%, unless explained otherwise
Unit is programmed with full written programming record on site
TAB
Notes:
File:
PC Ahu.doc
Commissioning Guide Specification --PECI: 6/2/2010
--Large Buildings
4
AHU PREFUNCTIONAL CHECKLIST
PC-_____
Check if Okay. Enter comment or note number if deficient.
Check
Equip Tag->
Contr.
Installation of system and balancing devices allowed balancing to be
completed following specified NEBB or AABC procedures and
contract documents
Final
Smoke and fire dampers and unpowered TU’s are open
Startup report completed with this checklist attached
Safeties installed and safe operating ranges for this equipment
provided to the commissioning agent
If unit isstarted and will be running during construction: have quality
filters on RA grills, etc. to minimize dirt in the ductwork and coils and
in any finished areas. Verify moisture migration is not a problem,
due to improper pressures between spaces.
• The checklist items of Part 4 are all successfully completed for given trade.___ YES ___ NO
•
5.
Operational Checks (These augment mfr’s list. This is not the functional performance testing.)
Check if Okay. Enter comment or note number if deficient.
Check
Equip Tag->
Contr.
Supply fan rotation correct
Return/exhaust fan rotation correct
Fans > 5 Hp Phase Checks:
(%Imbalance = 100 x (avg. - lowest) / avg.)
Record all 3 voltages in cell. Imbalance less than 2%?
Record full load running amps for each fan. _____rated FL amps x
______srvc factor = _______ (Max amps). Running less than
max?
Return /exhaust fan acceptable noise & vibration
Supply fan has no unusual noise or vibration
Inlet vanes aligned in housing, actuator spanned, modulate
smoothly and proportional to input signal and EMS readout
All dampers (OSA, RA, EA, etc.) stroke fully without binding and
spans calibrated and BAS reading site verified (follow procedure in
Calibration and Leak-by Test Procedures). List dampers checked:
_____________________________________________________
Valves stroke fully and easily and spanning is calibrated (follow
procedure in Calibration and Leak-by Test Procedures). List each
actuated valve here when spanned:
_____________________________________________________
Valves verified to not be leaking through coils when closed at
normal operating pressure (follow procedure in Calibration and
Leak-by Test Procedures).
The HOA switch properly activates and deactivates the unit
Notes:
File:
PC Ahu.doc
Commissioning Guide Specification --PECI: 6/2/2010
--Large Buildings
5
AHU PREFUNCTIONAL CHECKLIST
PC-_____
Check if Okay. Enter comment or note number if deficient.
Check
Equip Tag->
Contr.
Specified sequences of operation and operating schedules have
been implemented with all variations documented
Specified point-to-point checks have been completed and
documentation record submitted for this system
• The checklist items of Part 5 are all successfully completed for given trade.___ YES ___ NO
6.
Sensor and Actuator Calibration [
]
All field-installed temperature, relative humidity, CO, CO2 and pressure sensors and gages, and all actuators (dampers and
valves) on this piece of equipment shall be calibrated using the methods and tolerances given in the Calibration and Leak-by
Test Procedures document. All test instruments shall have had a certified calibration within the last 12 months: Y/N______.
Sensors installed in the unit at the factory with calibration certification provided need not be field calibrated.
Sensor or
Actuator &
Location
Location
OK
1st
Gage
or BAS
Value
Instr.
Meas’d
Value
Final
Gage
or BAS
Value
Pass
Y/N?
Sensor &
Location
Location
OK
1st
Gage
or BAS
Value
Instr.
Meas’d
Value
Final
Gage
or BAS
Value
Pass
Y/N?
Gage reading = reading of the permanent gage on the equipment. BAS = building automation system. Instr. = testing
instrument. Visual = actual observation. The Contractor’s own sensor check-out sheets may be used in lieu of the above, if
the same recording fields are included and the referenced procedures are followed.
• All sensors are calibrated within required tolerances...................................___ YES ___ NO
-- END OF CHECKLIST--
Notes:
File:
PC Ahu.doc
Commissioning Guide Specification --PECI: 6/2/2010
--Large Buildings
6
BUILDING AUTOMATION SYSTEM PREFUNCTIONAL CHECKLIST
PC-___
Prefunctional Checklist
Project ____________________________________
PC-___ BUILDING AUTOMATION SYSTEM
__ Entire Building
__ Only Floor or Zone _______________________________
Associated checklists: ____________________________________________
1.
Submittal / Approvals
Submittal. The above equipment and systems integral to them are complete and ready for functional testing.
The checklist items are complete and have been checked off only by parties having direct knowledge of the
event, as marked below, respective to each responsible contractor. This prefunctional checklist is submitted for
approval, subject to an attached list of outstanding items yet to be completed. A Statement of Correction will be
submitted upon completion of any outstanding areas. None of the outstanding items preclude safe and reliable
functional tests being performed.
___ List attached.
____________________________ ______________
_____________
_________________________
Mechanical Contractor
Controls Contractor
Date
____________________________ ______________
_____________
_________________________
Electrical Contractor
Sheet Metal Contractor
Date
____________________________ ______________
_____________
_________________________
TAB Contractor
General Contractor
Date
Date
Date
Date
Prefunctional checklist items are to be completed as part of startup & initial checkout, preparatory to functional
testing.
•
•
•
•
•
This checklist does not take the place of the manufacturer’s recommended checkout and startup procedures
or report.
Items that do not apply shall be noted with the reasons on this form (N/A = not applicable, BO = by others).
If this form is not used for documenting, one of similar rigor shall be used.
Contractors assigned responsibility for sections of the checklist shall be responsible to see that checklist
items by their subcontractors are completed and checked off.
“Contr.” column or abbreviations in brackets to the right of an item refer to the contractor responsible to verify
completion of this item. A/E = architect/engineer, All = all contractors, CA = commissioning agent, CC =
controls contractor, EC = electrical contractor, GC = general contractor, MC = mechanical contractor, SC =
sheet metal contractor, TAB = test and balance contractor, ____ =
_______________________________________.
Notes:
File:
PC CONTROLS-ddc.doc
6/2/2010
Commissioning Specification --PECI
Page 1
of 4
BUILDING AUTOMATION SYSTEM PREFUNCTIONAL CHECKLIST
PC-___
Approvals. This filled-out checklist has been reviewed. Its completion is approved with the exceptions
noted below.
____________________________ ______________
_____________
_________________________
Commissioning Agent
Owner’s Representative
2.
Date
Date
Documentation submitted and approved:
__ manufacturer’s cut sheets
__ installation and checkout manual and plan
__ full written sequences and list of all control strategies
__ written copy of all control parameters, settings
and setpoints
__ O&M manual
[ All ]
__ performance data
__ operating manual
__ completed control drawings
__ design criteria
__ full descriptive points list
• Documentation complete as per contract documents ..................................................___ YES ___ NO
3.
Model verification
[ Contr = ________]
As Specified
As Submitted
n/a
n/a
Manufacturer
Model No.
Serial No.
CPU
Monitor
Other primary
features:
As Installed
• The equipment installed matches the specifications for given trade..........................___ YES ___ NO
4.
Initial Setup and Checkout
4.1. User Terminal Interface and Sub-Panel Checks
Check if Okay. Enter comment or note number if deficient.
Y/N
Check
Contr.
General appearance good, no apparent damage
Equipment labels affixed
Layout and location of control panels matches drawings
Areas or equipment panels serve clear in control drawings
Wiring labeled inside panels (to controlled components)
Controlled components labeled/tagged
BAS connection made to labeled terminal(s) as shown on drawings
Shielded wiring used on electronic sensors
110 volt AC power available to panel
Notes:
File:
PC CONTROLS-ddc.doc
6/2/2010
Commissioning Specification --PECI
Page 2
of 4
BUILDING AUTOMATION SYSTEM PREFUNCTIONAL CHECKLIST
PC-___
Y/N
Check
Contr.
Psig compressed air available to panel (if applicable)
Battery backup in place and operable
Panels properly grounded
Environmental conditions according to manufacturer’s requirements
Date and time correct
• The above setup and checkout was successfully completed for given trade............___ YES ___ NO
4.2. Device and Point Checkout
[CC]
The following procedures are required to be performed and documented for each and every point in the control
system. The following procedures are minimum requirements. The control contractor is encouraged to identify
better and more comprehensive checkout procedures in their submitted plan. These procedures are not a
substitute for the manufacturer’s recommended start-up and checkout procedures, but are to be combined with
them, as applicable. The documentation may be provided on the vendor’s stock form, as long as all the
information in the sample table below can be clearly documented on the form.
Similar checkout and calibration requirements are found on the equipment prefunctional checklists. Redundant
documentation is not required. Cross reference, by name and form number, to other forms that contain
documentation left blank on the current form.
Procedures
1. [Wire] Verify that the wiring is correct to each point.
2. [Actu] If the device is or has an actuator, verify full free movement through its full range.
3. [Addr] Verify that the software address is correct.
4. [Load] For devices with a controller, verify that current software program with proper setpoints has been
downloaded.
5. [DevCal] Device stroke/range calibration. This applies to all controlled valves, dampers, fans, pumps,
actuators, etc. Simulate maximum and minimum transmitter signal values and verify minimum and maximum
controller output values and positively verify each and every control device minimum and maximum stroke and
capacity range. Follow procedure 6.2 below.
6. [SensLoc] Verify that all sensor locations are appropriate and away from causes of erratic operation.
7. [SensCal] Sensor calibration. Calibrate or verify calibration of all sensors and thermostats, including
temperature, pressure, flow, current, kW, rpm, Hertz, etc. Verify that the sensor readings in the control system
are within the sensor accuracies specified in this section, using hand-held or other external measuring
instruments. Follow procedure 6.1 below.
8. [OperCk] For controlled devices (dampers, valves, actuators, VAV boxes, etc.), after mechanical equipment
control becomes operational, perform an operational test of each control loop. Follow procedure 6.2 below.
Operational checks are preparatory to the later functional testing.
Other Abbreviations:
[BAS] ......Building automation system or gage-read value.
[Instru].....Instrument (calibrated) read value.
[Ofset] .....Offset programmed into the point to correct the calibration.
Notes:
File:
PC CONTROLS-ddc.doc
6/2/2010
Commissioning Specification --PECI
Page 3
of 4
BUILDING AUTOMATION SYSTEM PREFUNCTIONAL CHECKLIST
PC-___
--SAMPLE FORM-Point
ID
Object
AI-1
ZN-T
(zone T)
RA-DPR
(damper)
Controls Checkout Documentation Table
Field
Device
Type
Hardware Checks
Wire Actu
Addr
PhJack
√
2
na
√
4
na
Dev
Cal
5
na
PNEU
√
√
√
na
√
1
3-2a
3
Load
BAS
SensCal
Instru Offset
Sens
Loc
6
√
7
70.2F
7
71.4F
7
+1.2F
na
na
na
na
Final Check
Oper
Ck
8
9
na
√
• The initial setup and checkout has been successfully completed as described in Section 4.2 and
Section 6 and documented on attached forms ..............................................................___ YES ___ NO
5.
Pneumatic System Pressure Test
[
• Not Applicable.
6.
Sensor and Actuator Calibration [
]
All field-installed temperature, relative humidity, CO, CO2 and pressure sensors and gages, and all actuators
(dampers and valves) shall be calibrated using the methods and tolerances given in the “Calibration and Leak-by
Test Procedures” document. All test instruments shall have had a certified calibration within the last 12 months.
Sensors installed in a packaged unit at the factory with calibration certification provided need not be field
calibrated. All calibrations shall be fully documented, including initial and final readings, offsets etc., on
prefunctional checklist or other suitable forms.
-- END OF CHECKLIST --
Notes:
File:
PC CONTROLS-ddc.doc
6/2/2010
Commissioning Specification --PECI
Page 4
of 4
]
CALIBRATION AND LEAK-BY TEST PROCEDURES
Calibration and Leak-by Test Procedures
All field-installed temperature, relative humidity, CO, CO2 and pressure sensors and gages, and all actuators
(dampers and valves) on all equipment shall be calibrated using the methods described below. Alternate
methods may be used, if approved by the Engineer before-hand. All test instruments shall have had a certified
calibration within the last 12 months. Sensors installed in the unit at the factory with calibration certification
provided need not be field calibrated.
All procedures used shall be fully documented on the prefunctional checklists or other suitable forms, clearly
referencing the procedures followed and written documentation of initial, intermediate and final results.
1. Sensor Calibration Methods
All Sensors. Verify that all sensor locations are appropriate and away from causes of erratic operation. Verify that
sensors with shielded cable, are grounded only at one end. For sensor pairs that are used to determine a
temperature or pressure difference, make sure they are reading within 0.2°F of each other for temperature and
within a tolerance equal to 2% of the reading, of each other, for pressure. Tolerances for critical applications may
be tighter.
A. Sensors Without Transmitters--Standard Application. Make a reading with a calibrated test instrument within 6
inches of the site sensor. Verify that the sensor reading (via the permanent thermostat, gage or building
automation system (DDC)) is within the tolerances in the table below of the instrument-measured value. If not,
install offset in DDC, calibrate or replace sensor.
B. Sensors With Transmitters--Standard Application. Disconnect sensor. Connect a signal generator in place of
sensor. Connect ammeter in series between transmitter and DDC control panel. Using manufacturer’s
resistance-temperature data, simulate minimum desired temperature. Adjust transmitter potentiometer zero
until 4 mA is read by the ammeter. Repeat for the maximum temperature matching 20 mA to the
potentiometer span or maximum and verify at the DDC. Record all values and recalibrate controller as
necessary to conform with specified control ramps, reset schedules, proportional relationship, reset
relationship and P/I reaction. Reconnect sensor. Make a reading with a calibrated test instrument within 6
inches of the site sensor. Verify that the sensor reading (via the permanent thermostat, gage or building
automation system (DDC)) is within the tolerances in the table below of the instrument-measured value. If not,
replace sensor and repeat. For pressure sensors, perform a similar process with a suitable signal generator.
C. Critical Applications. For critical applications (process, manufacturing, etc.) more rigorous calibration
techniques may be required for selected sensors. Describe any such methods used on an attached sheet.
Tolerances, Standard Applications
Sensor
Cooling coil, chilled and
condenser water temps
AHU wet bulb or dew point
Hot water coil and boiler water
temp
Outside air, space air, duct air
temps
Watthour, voltage & amperage
Pressures, air, water and gas
Flow rates, air
File:
PC CALIBDIR.doc
Required
Tolerance
(+/-)
0.4F
2.0F
1.5F
Flow rates, water
Relative humidity
Combustion flue temps
Oxygen or CO2 monitor
Required
Tolerance (+/)
4% of design
4% of design
5.0F
0.1 % pts
0.4F
CO monitor
0.01 % pts
1% of design
Natural gas and oil flow
rate
Steam flow rate
Barometric pressure
1% of design
3% of design
10% of
design
Sensor
Commissioning Guide Specification --PECI 6/2/2010
--Large Buildings
3% of design
0.1 in. of Hg
1
CALIBRATION AND LEAK-BY TEST PROCEDURES
2. Valve and Damper Stroke Setup and Check
A. DDC Readout. For all valve and damper actuator positions checked, verify the actual position against the DDC
readout.
Set pumps or fans to normal operating mode. Command valve or damper closed, visually verify that valve or
damper is closed and adjust output zero signal as required. Command valve or damper open, verify position is
full open and adjust output signal as required. Command valve or damper to a few intermediate positions. If
actual valve or damper position doesn’t reasonably correspond, replace actuator or add pilot positioner (for
pneumatics).
B. Closure for heating coil valves (NO): Set heating setpoint 20°F above room temperature. Observe valve open.
Remove control air or power from the valve and verify that the valve stem and actuator position do not change.
Restore to normal. Set heating setpoint to 20°F below room temperature. Observe the valve close. For
pneumatics, by override in the DDC, increase pressure to valve by 3 psi (do not exceed actuator pressure rating)
and verify valve stem and actuator position does not change. Restore to normal.
C. Closure for cooling coil valves (NC): Set cooling setpoint 20°F above room temperature. Observe the valve
close. Remove control air or power from the valve and verify that the valve stem and actuator position do not
change. Restore to normal. Set cooling setpoint to 20°F below room temperature. Observe valve open. For
pneumatics, by override in the DDC, increase pressure to valve by 3 psi (do not exceed actuator pressure rating)
and verify valve stem and actuator position does not change. Restore to normal.
3. Coil Valve Leak Check
A. Method 1--Water Temperature With 2-Way Valve. Calibrate water temperature sensors on each side of coil to
be within 0.2°F of each other. Turn off air handler fans, close OSA dampers; keep pump running. Make sure
appropriate coil dampers are open. Normally closed valves will close. Override normally open valves to the
closed position. After 10 minutes observe water delta T across coil. If it is greater than 2°F, leakage is
probably occurring. Reset valve stroke to close tighter. Repeat test until compliance.
B. Method 2--Air Temperature With 2 or 3-Way Valve. Calibrate air temperature sensors on each side of coil to
be within 0.2°F of each other. Change mixed or discharge air setpoint, override values or bleed or squeeze
bulb pneumatic controller to cause the valve to close. Air handler fans should be on. After 5 minutes observe
air delta T across coil. If it is greater than 1°F, leakage is probably occuring. Reset valve stroke to close
tighter. Repeat test until compliance. Water leak-by less than 10% will likely not be detected with this method.
C. Method 3 Coil Drain Down (not for 3-way valves). Put systDDC in normal mode. If cooling coil valve, remove
all call for cooling or if heating coil valve put system in full cooling. Close isolation valve on supply side of coil,
open air bleed cap, open drain-down cock and drain water from coil. Water should stop draining, else there
may be a leak through the control valve. Return all to normal when done.
4. Isolation Valve or System Valve Leak Check (for valves not by coils)
A. Method 1--Ultra-sonic flow meter. With full pressure in the system, command valve closed. Use an ultra-sonic
flow meter to detect flow or leakage.
-- END OF PROCEDURES--
File:
PC CALIBDIR.doc
Commissioning Guide Specification --PECI 6/2/2010
--Large Buildings
2
COMPRESSED AIR PIPING PREFUNCTIONAL CHECKLIST
PC-_____
Prefunctional Checklist
Project ____________________________________
PC-____
COMPRESSED AIR PIPING________
Components Included: All valves
1.
Submittal / Approvals
Submittal. The above equipment and systems integral to them are complete and ready for functional testing. The
checklist items are complete and have been checked off only by parties having direct knowledge of the event, as
marked below, respective to each responsible contractor. This prefunctional checklist is submitted for approval,
subject to an attached list of outstanding items yet to be completed. A Statement of Correction will be submitted
upon completion of any outstanding areas. None of the outstanding items preclude safe and reliable functional
tests being performed. ___ List attached.
____________________________ ______________
_________________________ _____________
Mechanical Contractor
Controls Contractor
Date
Date
____________________________ ______________
_________________________ _____________
Electrical Contractor
Sheet Metal Contractor
Date
Date
Prefunctional checklist items are to be completed as part of startup & initial checkout, preparatory to functional testing.
•
•
•
•
•
This checklist does not take the place of the manufacturer’s recommended checkout and startup procedures or report.
Items that do not apply shall be noted with the reasons on this form (N/A = not applicable, BO = by others).
If this form is not used for documenting, one of similar rigor shall be used.
Contractors assigned responsibility for sections of the checklist shall be responsible to see that checklist items by their
subcontractors are completed and checked off.
“Contr.” column or abbreviations in brackets to the right of an item refer to the contractor responsible to verify
completion of this item. A/E = architect/engineer, All = all contractors, CA = commissioning agent, CC = controls
contractor, EC = electrical contractor, GC = general contractor, MC = mechanical contractor, SC = sheet metal
contractor, TAB = test and balance contractor, ____ = _______________________________________.
Approvals. This filled-out checklist has been reviewed. Its completion is approved with the exceptions noted below.
____________________________ ______________
_________________________ _____________
Commissioning Agent
Owner’s Representative
2.
Date
Date
Requested documentation submitted
Check if Okay. Enter comment or note number if deficient.
Check
Y/N
Contr.
Manufacturer’s cut sheets
Performance data
Flushing and cleaning plan, including staging of multiple floors
Notes:
PC Compressed Air Piping
Page 1 of 3
COMPRESSED AIR PIPING PREFUNCTIONAL CHECKLIST
PC-_____
O&M manuals
• Documentation complete as per contract documents for given trade ........___ YES ___ NO
3.
Physical Installation Checks
Check if Okay. Enter comment or note number if deficient.
Check
Y/N
Contr.
Note
Piping
Pipe fittings complete and pipes properly supported
Required seismic anchoring installed
Pipes properly labeled
Pipes properly insulated
Strainers in place and clean
Isolation valves valves installed
Flushing and cleaning plan submitted and approved
(Minimum flushing velocity in all pipe sections is the greater of 4 ft. per second,
or 1.5 times the velocity at design flow)
Piping system properly flushed and cleaned and temporary piping removed
(report attached)
10% of strainers and Owner-selected low-point drains opened and witnessed by
Owner to be clean. (List points checked below).
Piping pressure tested according to contract documents
(report attached)
No leaking apparent around fittings
ASME pressue vessel data sheet or certification tag posted and inspection
complete for each expansion tank
Valves
Valve labels permanently affixed
Valves installed in proper direction
No leaks
Valves stroke fully and easily and spanning is calibrated (see calibration section
below)
Valves that require a positive shut-off are verified to not be leaking when closed
at normal operating pressure per “Calibration and Leak-by Test Procedures”
document. List: __________________________________________________
Sensors and Gages
Temperature, pressure and flow gages and sensors installed
Piping gages, BAS and chiller panel temperature and pressure readouts match
(see calibration section below)
Notes:
PC Compressed Air Piping
Page 2 of 3
COMPRESSED AIR PIPING PREFUNCTIONAL CHECKLIST
PC-_____
• The checklist items of Part 3 are all successfully completed for given trade.___ YES ___ NO
4.
Sensor and Actuator Calibration [
]
All field-installed temperature and pressure sensors and gages, and all actuators (valves) on this piece of equipment shall be
calibrated using the methods and tolerances given in the Calibration and Leak-by Test Procedures document. All test
instruments shall have had a certified calibration within the last 12 months: Y/N______. Sensors installed in the unit at the
factory with calibration certification provided need not be field calibrated.
Sensor or
Actuator &
Location
Location
OK
1st
Gage
or BAS
Value
Instr.
Meas’d
Value
Final
Gage
or BAS
Value
Pass
Y/N?
Sensor &
Location
Location
OK
1st
Gage
or BAS
Value
Instr.
Meas’d
Value
Final
Gage
or BAS
Value
Pass
Y/N?
Gage reading = reading of the permanent gage on the equipment. BAS = building automation system. Instr. = testing
instrument. Visual = actual observation. The Contractor’s own sensor check-out sheets may be used in lieu of the above, if
the same recording fields are included and the referenced procedures are followed.
• All sensors are calibrated within required tolerances...................................___ YES ___ NO
-- END OF CHECKLIST --
Notes:
PC Compressed Air Piping
Page 3 of 3
COMPUTER ROOM AIR CONDITIONING UNIT PREFUNCTIONAL CHECKLIST
PC-_____
Prefunctional Checklist
Project ____________________________________
PC-___ COMPUTER ROOM AC UNIT (Inside Section)
ID#’s___________________
Components included: ___Coils ___Valves (CHW)
Associated Checklists:
1.
___ Outdoor condenser/compressor
Submittal / Approvals
Submittal. The above equipment and systems integral to them are complete and ready for functional testing. The
checklist items are complete and have been checked off only by parties having direct knowledge of the event, as
marked below, respective to each responsible contractor. This prefunctional checklist is submitted for approval,
subject to an attached list of outstanding items yet to be completed. A Statement of Correction will be submitted
upon completion of any outstanding areas. None of the outstanding items preclude safe and reliable functional
tests being performed. ___ List attached.
____________________________ ______________
_________________________ _____________
Mechanical Contractor
Controls Contractor
Date
Date
____________________________ ______________
_________________________ _____________
Electrical Contractor
Sheet Metal Contractor
Date
Date
____________________________ ______________
_________________________ _____________
TAB Contractor
General Contractor
Date
Date
Prefunctional checklist items are to be completed as part of startup & initial checkout, preparatory to functional testing.
•
•
•
•
•
This checklist does not take the place of the manufacturer’s recommended checkout and startup procedures or report.
Items that do not apply shall be noted with the reasons on this form (N/A = not applicable, BO = by others).
If this form is not used for documenting, one of similar rigor shall be used.
Contractors assigned responsibility for sections of the checklist shall be responsible to see that checklist items by their
subcontractors are completed and checked off.
“Contr.” column or abbreviations in brackets to the right of an item refer to the contractor responsible to verify
completion of this item. A/E = architect/engineer, All = all contractors, CA = commissioning agent, CC = controls
contractor, EC = electrical contractor, GC = general contractor, MC = mechanical contractor, SC = sheet metal
contractor, TAB = test and balance contractor, ____ = _______________________________________.
Approvals. This filled-out checklist has been reviewed. Its completion is approved with the exceptions noted below.
____________________________ ______________
_________________________ _____________
Commissioning Agent
Owner’s Representative
Date
Date
Notes:
File:
PC COMPUTAC.docCommissioning Guide Specification
--Large Buildings
--PECI: 6/2/2010
1
COMPUTER ROOM AIR CONDITIONING UNIT PREFUNCTIONAL CHECKLIST
PC-_____
2.
Requested documentation submitted
Check
Check if Okay. Enter comment or note number if deficient.
Equip Tag->
Contr.
Manufacturer’s cut sheets
Performance data (fan curves, coil data, etc.)
Installation and startup manual and plan
Sequences and control strategies
O&M manuals
• Documentation complete as per contract documents for given trade ........___ YES ___ NO
3.
Model verification
[Contr = ________]
1 = as specified, 2 = as submitted, 3 = as installed. Check if Okay. Enter note number if deficient.
Equip Tag--->
1
2
3
1
Model
2
3
Serial #
3
1
Capacity
2
3
1
Volts/Ph/A 2
3
1
Humidifier 2
3
1
Reheat
2
3
Manuf.
• The equipment installed matches the specifications for given trade ..........___ YES ___ NO
4.
Physical Installation Checks
Check
Check if Okay. Enter comment or note number if deficient.
Equip Tag->
Contr.
Cabinet and General Installation
Permanent labels affixed, including for fans
Casing condition good: no dents, leaks, door gaskets installed
Boot between duct and unit tight and in good condition
Vibration isolation equipment installed & released from shipping
locks
Maintenance access acceptable for unit and components
Notes:
File:
PC COMPUTAC.docCommissioning Guide Specification
--Large Buildings
--PECI: 6/2/2010
2
COMPUTER ROOM AIR CONDITIONING UNIT PREFUNCTIONAL CHECKLIST
PC-_____
Check
Check if Okay. Enter comment or note number if deficient.
Equip Tag->
Contr.
Thermal insulation properly installed and according to specification
Instrumentation installed according to specification (thermometers,
pressure gages, flow meters, etc.)
Clean up of equipment completed per contract documents
Filters installed and replacement type and efficiency permanently
affixed to housing
Reheat coil installed, if specified
Humidifier coil installed, if specified
Valves, Piping and Coils
Pipe fittings complete and pipes properly supported
Pipes properly labeled
Pipes properly insulated
Piping system properly flushed
No leaking apparent around fittings
All coils are clean and fins are in good condition
All condensate drain pans clean and slope to drain, per spec
Specified valves installed and properly labeled
Valves installed in proper direction
Valves stroke fully and easily and spanning is calibrated (see
calibration section below)
OSAT, MAT, SAT, RAT, chilled water supply sensors properly
located and secure (related OSAT sensor shielded)
Sensors calibrated (See calibration section below)
P/T plugs and isolation valves installed per drawings
Fans and Dampers
Supply fan belt tension & condition good
Supply fan protective shrouds for belts in place and secure
Supply fan area clean
Supply fan and motor properly lubricated
Filters clean and tight fitting
No unusual noise or vibration
Smoke and fire dampers installed properly per contract docs (proper
location, access doors, appropriate ratings verified)
All dampers (OSA, RA, EA, etc.) stroke fully without binding and
spans calibrated (follow procedure similar to valves Section 7.3
below)
All dampers close tightly
All damper linkages have minimum play
Outside air capability to space installed
Notes:
File:
PC COMPUTAC.docCommissioning Guide Specification
--Large Buildings
--PECI: 6/2/2010
3
COMPUTER ROOM AIR CONDITIONING UNIT PREFUNCTIONAL CHECKLIST
PC-_____
Check
Check if Okay. Enter comment or note number if deficient.
Equip Tag->
Contr.
Ducts (preliminary check)
Sound attenuators installed
Duct joint sealant properly installed
No apparent severe duct restrictions
Turning vanes in square elbows as per drawings
OSA intakes located away from pollutant sources & exhaust outlets
Pressure leakage tests completed
Branch duct control dampers operable
Electrical and Controls
Pilot lights are functioning
Power disconnects in place and labeled
All electric connections tight
Proper grounding installed for components and unit
Safeties in place and operable
Current overload heaters installed and correct size
Sensors calibrated (see section below)
Control system interlocks hooked up and functional
Smoke detectors in place
Enthalpy control and sensor properly installed (if applicable)
Related thermostats are installed
Related building automation system points are installed, including
high temperature alarm and emergency power
All control devices, pneumatic tubing and wiring complete
TAB
Installation of system and balancing devices allowed balancing to be
completed per specified NEBB or AABC procedures & contract docs
Final
Startup report completed with this checklist attached
Safeties installed and safe operating ranges for this equipment
provided to the commissioning agent
Functional test procedures for this equipment reviewed and
approved by installing contractor
• The checklist items of Part 4 are all successfully completed for given trade.___ YES ___ NO
Notes:
File:
PC COMPUTAC.docCommissioning Guide Specification
--Large Buildings
--PECI: 6/2/2010
4
COMPUTER ROOM AIR CONDITIONING UNIT PREFUNCTIONAL CHECKLIST
PC-_____
5.
Operational Checks (These augment mfr’s list. This is not the functional performance testing.)
Check if Okay. Enter comment or note number if deficient.
Check
Equip Tag->
Contr.
Supply fan rotation correct
Fans > 5 Hp Phase Checks:
(%Imbalance = 100 x (avg. - lowest) / avg.)
Record all 3 voltages in cell. Imbalance less than 2%?
Record full load running amps for each fan. _____rated FL amps x
______srvc factor = _______ (Max amps). Running less than
max?
Supply fan has no unusual noise or vibration
All dampers (OSA, RA, EA, etc.) stroke fully without binding and
spans calibrated (follow procedure similar to valves Section 7
below). List each actuated damper here when spanned:
Valves stroke fully and easily and spanning is calibrated (see
calibration section). List each actuated valve here when spanned:
Valves that require a positive shut-off are verified to not be leaking
when closed at normal operating pressure per “Calibration and
Leak-by Test Procedures” document. Valves tested: ____________
_____________________________________________________
The HOA switch properly activates and deactivates the unit
Specified sequences of operation and operating schedules have
been implemented with all variations documented
Specified point-to-point checks have been completed and
documentation record submitted for this system
• The checklist items of Part 5 are all successfully completed for given trade.___ YES ___ NO
6.
Sensor and Actuator Calibration [
]
All field-installed temperature, relative humidity, CO, CO2 and pressure sensors and gages, and all actuators (dampers and
valves) on this piece of equipment shall be calibrated using the methods and tolerances given in the Calibration and Leak-by
Test Procedures document. All test instruments shall have had a certified calibration within the last 12 months: Y/N______.
Sensors installed in the unit at the factory with calibration certification provided need not be field calibrated.
Sensor or
Actuator &
Location
Location
OK
1st
Gage
or BAS
Value
Instr.
Meas’d
Value
Final
Gage
or BAS
Value
Pass
Y/N?
Sensor &
Location
Location
OK
1st
Gage
or BAS
Value
Instr.
Meas’d
Value
Final
Gage
or BAS
Value
Pass
Y/N?
Notes:
File:
PC COMPUTAC.docCommissioning Guide Specification
--Large Buildings
--PECI: 6/2/2010
5
COMPUTER ROOM AIR CONDITIONING UNIT PREFUNCTIONAL CHECKLIST
PC-_____
Gage reading = reading of the permanent gage on the equipment. BAS = building automation system. Instr. = testing
instrument. Visual = actual observation. The Contractor’s own sensor check-out sheets may be used in lieu of the above, if
the same recording fields are included and the referenced procedures are followed.
• All sensors are calibrated within required tolerances...................................___ YES ___ NO
-- END OF CHECKLIST--
Notes:
File:
PC COMPUTAC.docCommissioning Guide Specification
--Large Buildings
--PECI: 6/2/2010
6
DUCTWORK PREFUNCTIONAL CHECKLIST
PC-_____
Prefunctional Checklist
Project ____________________________________
PC-___ DUCTWORK
Supply, Return, Exhaust for Equipment #’s
#’s_______________________________
Components included: ___ducts, ___liner, ___insulation, ___sound attenuators,
___manual dampers, ___motorized dampers, ___
1.
Submittal / Approvals
Submittal. The above equipment and systems integral to them are complete and ready for functional testing. The
checklist items are complete and have been checked off only by parties having direct knowledge of the event, as
marked below, respective to each responsible contractor. This prefunctional checklist is submitted for approval,
subject to an attached list of outstanding items yet to be completed. A Statement of Correction will be submitted
upon completion of any outstanding areas. None of the outstanding items preclude safe and reliable functional
tests being performed. ___ List attached.
____________________________ ______________
_________________________ _____________
Mechanical (Sheet Metal) Contractor
TAB Contractor
Date
____________________________ ______________
General Contractor
Date
_________________________ _____________
Date
Date
Prefunctional checklist items are to be completed as part of startup & initial checkout, preparatory to functional testing.
•
•
•
•
Items that do not apply shall be noted with the reasons on this form (N/A = not applicable, BO = by others).
If this form is not used for documenting, one of similar rigor shall be used.
Contractors assigned responsibility for sections of the checklist shall be responsible to see that checklist items by their
subcontractors are completed and checked off.
“Contr.” column or abbreviations in brackets to the right of an item refer to the contractor responsible to verify
completion of this item. A/E = architect/engineer, All = all contractors, CA = commissioning agent, CC = controls
contractor, EC = electrical contractor, GC = general contractor, MC = mechanical contractor, SC = sheet metal
contractor, TAB = test and balance contractor, ____ = _______________________________________.
Approvals. This filled-out checklist has been reviewed. Its completion is approved with the exceptions noted below.
____________________________ ______________
_________________________ _____________
Commissioning Agent
Owner’s Representative
Date
Date
Notes:
1 of 5
PC DUCTWORK
-
DUCTWORK PREFUNCTIONAL CHECKLIST
PC-_____
2.
Requested documentation submitted
Check if Okay. Enter comment or note number if deficient.
Equip Tag->
Contr.
Check
Manufacturer’s cut sheets for purchased items.
Ductwork shop drawings and installation details.
• Documentation complete as per contract documents for given trade ........___ YES ___ NO
3.
Model verification for purchased items.
[Contr = ________]
1 = as specified, 2 = as submitted, 3 = as installed. Check if Okay. Enter note number if deficient.
Equip Tag--->
1
2
3
1
Model
2
3
Serial #
3
1
Capacity
2
3
1
Volts/phase 2
3
Manuf.
• The equipment installed matches the specifications for given trade ..........___ YES ___ NO
4.
Installation Checks
Check if Okay. Enter comment or note number if deficient.
Check
Equip Tag->
Contr.
General Installation
Maintenance access acceptable for components
Sound attenuation installed
Thermal insulation properly installed and according to specification
Instrumentation installed according to specification (thermometers,
pressure gages, flow meters, etc.)
Ducts cleaned as per specifications
Ducts
(preliminary check)
Duct joints are the proper type for each size
Duct joint sealant properly installed
No apparent severe duct restrictions
Hangers installed per SMACNA standards
Notes:
2 of 5
PC DUCTWORK
-
DUCTWORK PREFUNCTIONAL CHECKLIST
PC-_____
Check if Okay. Enter comment or note number if deficient.
Check
Equip Tag->
Contr.
Hangers at elbows installed within 2 feet of elbows and details on
plans
Trapeze hangers installed diagonally under all elbows greater than
54 inches wide.
Hanger rods shall have double nuts and lockwashers
Branch take-offs installed tight to duct wall with projections into main
duct kept to a minimum. No ragged edges projecting into the main
duct.
All open ends of ductwork during construction are covered with
plastic sheeting to prevent dirt and debris from entering ducts.
Longitudinal seams are made with a Pittsburgh lock or a grooved
seam.
Reinforcements between transverse joints for ducts >36” wide
extend past the edge of the duct and are secured with a tie rod or tie
angle as shown in SMACNA 1995 Figure 1-11.
Turning vanes in square elbows installed per drawings
Radius elbows installed with correct radius per drawings
Radius elbows with turning vanes installed with correct number of
vanes and correct radius per drawings
OSA intakes located away from pollutant sources & exhaust outlets
Sound attenuators installed
Leakage tests completed per specifications
Dampers
Branch duct balancing dampers installed per plans
Branch duct balancing dampers operable
Balancing dampers installed as per drawings and TAB’s site visit
Manual dampers have locking quadrants per specs
Locking quadrants have stand-offs for insulated ducts
Motorized dampers installed per plans
Motorized damper actuators are accessible for maintenance
Linkages for motorized damper actuators operate freely, have
minimum play, and dampers operate from 0 to 100% of range
All dampers close tightly
Fire dampers install where shown on the plans
Smoke dampers install where shown on the plans
Notes:
3 of 5
PC DUCTWORK
-
DUCTWORK PREFUNCTIONAL CHECKLIST
PC-_____
Check if Okay. Enter comment or note number if deficient.
Check
Equip Tag->
Contr.
Fire Dampers
Fire dampers installed where shown on the plans
Fire damper frames secured to wall
Fire dampers are all open
Smoke Dampers
Smoke dampers installed where shown on the plans
Smoke detectors in place
Pilot lights are functioning if specified
Smoke damper actuators have power and operate
Smoke damper frames secured to wall
Smoke dampers are all open
Control system interlocks hooked up and functional
Combination Smoke & Fire Dampers
Smoke/Fire dampers installed where shown on the plans
Smoke detectors in place
Pilot lights are functioning if specified
Smoke/Fire damper frames secured to wall
Smoke/Fire dampers are all open
Control system interlocks hooked up and functional
TAB
Installation of system and balancing devices allowed balancing to be
completed following specified NEBB or AABC procedures and
contract documents
• The checklist items of Part 4 are all successfully completed for given trade.___ YES ___ NO
•
5.
Operational Checks (These augment mfr’s list. This is not the functional performance testing.)
Check if Okay. Enter comment or note number if deficient.
Check
Equip Tag->
Contr.
Smoke and Smoke/Fire damper actuators have power and operate
Motorized damper actuators have power and operate
Notes:
4 of 5
PC DUCTWORK
-
DUCTWORK PREFUNCTIONAL CHECKLIST
PC-_____
• The checklist items of Part 5 are all successfully completed for given trade.___ YES ___ NO
6.
Sensor and Actuator Calibration [
]
All field-installed damper, smoke damper, and smoke/fire damper actuators shall be calibrated using the methods and
tolerances given in the Calibration and Leak-by Test Procedures document. All test instruments shall have had a certified
calibration within the last 12 months: Y/N______. Sensors installed in the unit at the factory with calibration certification
provided need not be field calibrated.
Actuator &
Location
Location
OK
1st
Gage
or BAS
Value
Instr.
Meas’d
Value
Final
Gage
or BAS
Value
Pass
Y/N?
Actuator &
Location
Location
OK
1st
Gage
or BAS
Value
Instr.
Meas’d
Value
Final
Gage
or BAS
Value
Pass
Y/N?
Gage reading = reading of the permanent gage on the equipment. BAS = building automation system. Instr. = testing
instrument. Visual = actual observation. The Contractor’s own sensor check-out sheets may be used in lieu of the above, if
the same recording fields are included and the referenced procedures are followed.
• All sensors are calibrated within required tolerances...................................___ YES ___ NO
-- END OF CHECKLIST--
Notes:
5 of 5
PC DUCTWORK
-
ERU PREFUNCTIONAL CHECKLIST
PC-_____
Prefunctional Checklist
Project ____________________________________
PC-___ ENERGY RECOVERY UNIT, ERU
#’s_______________________________
Components included: ___supply fans, ___return and exhaust fans, ___coils,
___valves, ___VFD, ___dampers, ___energy wheels
Associated Checklists: CHW, HW Piping, ______________________________
1.
Submittal / Approvals
Submittal. The above equipment and systems integral to them are complete and ready for functional testing. The
checklist items are complete and have been checked off only by parties having direct knowledge of the event, as
marked below, respective to each responsible contractor. This prefunctional checklist is submitted for approval,
subject to an attached list of outstanding items yet to be completed. A Statement of Correction will be submitted
upon completion of any outstanding areas. None of the outstanding items preclude safe and reliable functional
tests being performed. ___ List attached.
____________________________ ______________
_________________________ _____________
Mechanical Contractor
Controls Contractor
Date
Date
____________________________ ______________
_________________________ _____________
Electrical Contractor
Sheet Metal Contractor
Date
Date
____________________________ ______________
_________________________ _____________
TAB Contractor
General Contractor
Date
Date
Prefunctional checklist items are to be completed as part of startup & initial checkout, preparatory to functional testing.
•
•
•
•
•
This checklist does not take the place of the manufacturer’s recommended checkout and startup procedures or report.
Items that do not apply shall be noted with the reasons on this form (N/A = not applicable, BO = by others).
If this form is not used for documenting, one of similar rigor shall be used.
Contractors assigned responsibility for sections of the checklist shall be responsible to see that checklist items by their
subcontractors are completed and checked off.
“Contr.” column or abbreviations in brackets to the right of an item refer to the contractor responsible to verify
completion of this item. A/E = architect/engineer, All = all contractors, CA = commissioning agent, CC = controls
contractor, EC = electrical contractor, GC = general contractor, MC = mechanical contractor, SC = sheet metal
contractor, TAB = test and balance contractor, ____ = _______________________________________.
Approvals. This filled-out checklist has been reviewed. Its completion is approved with the exceptions noted below.
____________________________ ______________
_________________________ _____________
Commissioning Agent
Owner’s Representative
Date
Date
Notes:
1 of 7
PC ERU
-
ERU PREFUNCTIONAL CHECKLIST
PC-_____
2.
Requested documentation submitted
Check if Okay. Enter comment or note number if deficient.
Equip Tag->
Contr.
Check
Manufacturer’s cut sheets
Performance data (fan curves, coil data, etc.)
Installation and startup manual and plan
Sequences and control strategies
O&M manuals
• Documentation complete as per contract documents for given trade ........___ YES ___ NO
3.
Model verification
[Contr = ________]
1 = as specified, 2 = as submitted, 3 = as installed. Check if Okay. Enter note number if deficient.
Equip Tag--->
1
2
3
1
Model
2
3
Serial #
3
1
Capacity
2
3
1
Volts/phase 2
3
Manuf.
• The equipment installed matches the specifications for given trade ..........___ YES ___ NO
4.
Installation Checks
Check if Okay. Enter comment or note number if deficient.
Check
Equip Tag->
Contr.
Cabinet and General Installation
Permanent labels affixed, including for fans
Casing condition good: no dents, leaks, door gaskets installed
Access doors close tightly - no leaks
Boot between duct and unit tight and in good condition
Vibration isolation equipment installed & released from shipping
locks
Maintenance access acceptable for unit and components
Sound attenuation installed
Thermal insulation properly installed and according to specification
Instrumentation installed according to specification (thermometers,
pressure gages, flow meters, etc.)
Clean up of equipment completed per contract documents
Notes:
2 of 7
PC ERU
-
ERU PREFUNCTIONAL CHECKLIST
PC-_____
Check if Okay. Enter comment or note number if deficient.
Check
Equip Tag->
Contr.
Filters installed and replacement type and efficiency permanently
affixed to housing--construction filters removed
Valves, Piping and Coils (see full piping checklists)
Pipe fittings complete and pipes properly supported
Pipes properly labeled
Pipes properly insulated
Strainers in place and clean
Piping system properly flushed
No leaking apparent around fittings
All coils are clean and fins are in good condition
All condensate drain pans clean and slope to drain, per spec
Valves properly labeled
Valves installed in proper direction
OSAT, MAT, SAT, RAT, chilled water supply sensors properly
located and secure (related OSAT sensor shielded)
Sensors calibrated (See calibration section below)
Motors: Premium efficiency verified, if spec’d?
P/T plugs and isolation valves installed per drawings
Fans and Dampers
Supply fan and motor alignment correct
Supply fan belt tension & condition good
Supply fan protective shrouds for belts in place and secure
Supply fan area clean
Supply fan and motor properly lubricated
Return/exhaust fan and motor aligned
Return/exhaust fan belt tension & condition good
Return/exhaust fan protective shrouds for belts in place and secure
Return/exhaust fan area clean
Return/exhaust fan and motor lube lines installed and lubed
Filters clean and tight fitting
Filter pressure differential measuring device installed and functional
(magnahelic, inclined manometer, etc.)
Smoke and fire dampers installed properly per contract docs (proper
location, access doors, appropriate ratings verified)
All dampers close tightly
All damper linkages have minimum play
Low limit freeze stat sensor located to deal with stratification &
bypass
Notes:
3 of 7
PC ERU
-
ERU PREFUNCTIONAL CHECKLIST
PC-_____
Check if Okay. Enter comment or note number if deficient.
Check
Ducts
Equip Tag->
Contr.
(preliminary check)
Sound attenuators installed
Duct joint sealant properly installed
No apparent severe duct restrictions
Turning vanes in square elbows as per drawings
OSA intakes located away from pollutant sources & exhaust outlets
Pressure leakage tests completed
Branch duct control dampers operable
Ducts cleaned as per specifications
Balancing dampers installed as per drawings and TAB’s site visit
Electrical and Controls
Pilot lights are functioning
Power disconnects in place and labeled
All electric connections tight
Proper grounding installed for components and unit
Safeties in place and operable
Starter overload breakers installed and correct size
Sensors calibrated (see below)
Control system interlocks hooked up and functional
Smoke detectors in place
All control devices and wiring complete
Frost
Wheel start stop
Freeze
Filter pressure drop
smoke
Damper interlocks
VFDs
VFD powered (wired to controlled equipment)
VFD interlocked to control system
Static pressure or other controlling sensor properly located and per
drawings and calibrated
Static pressure or other controlling sensor calibrated
Drive location not subject to excessive temperatures
Drive location not subject to excessive moisture or dirt
Drive size matches motor size
Notes:
4 of 7
PC ERU
-
ERU PREFUNCTIONAL CHECKLIST
PC-_____
Check if Okay. Enter comment or note number if deficient.
Check
Equip Tag->
Contr.
Internal setting designating the model is correct
Input of motor FLA represents 100% to 105% of motor FLA rating
Appropriate Volts vs Hz curve is being used
Accel and decel times are around 10-50 seconds, except for special
applications. Actual decel = ______ Actual accel = _____
Lower frequency limit at 0 for VAV fans and around 10-30% for
chilled water pumps. Actual = _______________
Upper frequency limit set at 100%, unless explained otherwise
Unit is programmed with full written programming record on site
Energy Wheel(s)
Wheel rotor bearings have been greased.
Shipping restraints have been removed.
Wheel rotates by hand without binding.
Rotor is centered in casing and does not tilt.
Ensure bearing bolts, rim bolts and the Allen screws on the
bearing collar are tight.
TAB
Installation of system and balancing devices allowed balancing to be
completed following specified NEBB or AABC procedures and
contract documents
Final
Smoke and fire dampers and unpowered TU’s are open
Startup report completed with this checklist attached
Safeties installed and safe operating ranges for this equipment
provided to the commissioning agent
If unit isstarted and will be running during construction: have quality
filters on RA grills, etc. to minimize dirt in the ductwork and coils and
in any finished areas. Verify moisture migration is not a problem,
due to improper pressures between spaces.
• The checklist items of Part 4 are all successfully completed for given trade.___ YES ___ NO
•
5.
Operational Checks (These augment mfr’s list. This is not the functional performance testing.)
Check if Okay. Enter comment or note number if deficient.
Check
Equip Tag->
Contr.
Supply fan rotation correct
Return/exhaust fan rotation correct
Energy wheel rotation is correct
Notes:
5 of 7
PC ERU
-
ERU PREFUNCTIONAL CHECKLIST
PC-_____
Check if Okay. Enter comment or note number if deficient.
Check
Equip Tag->
Contr.
Fans > 5 Hp Phase Checks:
(%Imbalance = 100 x (avg. - lowest) / avg.)
Record all 3 voltages in cell. Imbalance less than 2%?
Record full load running amps for each fan. _____rated FL amps x
______srvc factor = _______ (Max amps). Running less than
max?
Return /exhaust fan acceptable noise & vibration
Supply fan has no unusual noise or vibration
Inlet vanes aligned in housing, actuator spanned, modulate
smoothly and proportional to input signal and EMS readout
All dampers (OSA, RA, EA, etc.) stroke fully without binding and
spans calibrated and BAS reading site verified (follow procedure in
Calibration and Leak-by Test Procedures). List dampers checked:
_____________________________________________________
Valves stroke fully and easily and spanning is calibrated (follow
procedure in Calibration and Leak-by Test Procedures). List each
actuated valve here when spanned:
_____________________________________________________
Valves verified to not be leaking through coils when closed at
normal operating pressure (follow procedure in Calibration and
Leak-by Test Procedures).
The HOA switch properly activates and deactivates the unit
Specified sequences of operation and operating schedules have
been implemented with all variations documented
Specified point-to-point checks have been completed and
documentation record submitted for this system
• The checklist items of Part 5 are all successfully completed for given trade.___ YES ___ NO
6.
Sensor and Actuator Calibration [
]
All field-installed temperature, relative humidity, CO, CO2 and pressure sensors and gages, and all actuators (dampers and
valves) on this piece of equipment shall be calibrated using the methods and tolerances given in the Calibration and Leak-by
Test Procedures document. All test instruments shall have had a certified calibration within the last 12 months: Y/N______.
Sensors installed in the unit at the factory with calibration certification provided need not be field calibrated.
Sensor or
Actuator &
Location
Location
OK
1st
Gage
or BAS
Value
Instr.
Meas’d
Value
Final
Gage
or BAS
Value
Pass
Y/N?
Sensor &
Location
Location
OK
1st
Gage
or BAS
Value
Instr.
Meas’d
Value
Final
Gage
or BAS
Value
Pass
Y/N?
Notes:
6 of 7
PC ERU
-
ERU PREFUNCTIONAL CHECKLIST
PC-_____
Gage reading = reading of the permanent gage on the equipment. BAS = building automation system. Instr. = testing
instrument. Visual = actual observation. The Contractor’s own sensor check-out sheets may be used in lieu of the above, if
the same recording fields are included and the referenced procedures are followed.
• All sensors are calibrated within required tolerances...................................___ YES ___ NO
-- END OF CHECKLIST--
Notes:
7 of 7
PC ERU
-
EXHAUST FAN PREFUNCTIONAL CHECKLIST
PC-_____
Prefunctional Checklist
Project ____________________________________
PC-____
1.
EXHAUST FANS ID #’s_____________________________________
Submittal / Approvals
Submittal. The above equipment and systems integral to them are complete and ready for functional testing.
The checklist items are complete and have been checked off only by parties having direct knowledge of the
event, as marked below, respective to each responsible contractor. This prefunctional checklist is submitted for
approval, subject to an attached list of outstanding items yet to be completed. A Statement of Correction will be
submitted upon completion of any outstanding areas. None of the outstanding items preclude safe and reliable
functional tests being performed.
___ List attached.
____________________________ ______________
_____________
_________________________
Mechanical Contractor
Controls Contractor
Date
____________________________ ______________
_____________
_________________________
Electrical Contractor
Sheet Metal Contractor
Date
____________________________ ______________
_____________
_________________________
TAB Contractor
General Contractor
Date
Date
Date
Date
Prefunctional checklist items are to be completed as part of startup & initial checkout, preparatory to functional
testing.
•
•
•
•
•
This checklist does not take the place of the manufacturer’s recommended checkout and startup procedures
or report.
Items that do not apply shall be noted with the reasons on this form (N/A = not applicable, BO = by others).
If this form is not used for documenting, one of similar rigor shall be used.
Contractors assigned responsibility for sections of the checklist shall be responsible to see that checklist
items by their subcontractors are completed and checked off.
“Contr.” column or abbreviations in brackets to the right of an item refer to the contractor responsible to verify
completion of this item. A/E = architect/engineer, All = all contractors, CA = commissioning agent, CC =
controls contractor, EC = electrical contractor, GC = general contractor, MC = mechanical contractor, SC =
sheet metal contractor, TAB = test and balance contractor, ____ =
_______________________________________.
Approvals. This filled-out checklist has been reviewed. Its completion is approved with the exceptions
noted below.
____________________________ ______________
_____________
_________________________
Commissioning Agent
Owner’s Representative
Date
Date
Notes:
File:
PC EXH_FAN.doc
Commissioning Guide Specification --PECI: 6/2/2010
--Large Buildings
1
EXHAUST FAN PREFUNCTIONAL CHECKLIST
PC-_____
Notes:
File:
PC EXH_FAN.doc
Commissioning Guide Specification --PECI: 6/2/2010
--Large Buildings
2
EXHAUST FAN PREFUNCTIONAL CHECKLIST
PC-_____
2.
Requested documentation submitted
Check if Okay. Enter comment or note number if deficient.
Equip Tag->
Contr.
Check
Manufacturer’s cut sheets
Performance data (fan curves, coil data, etc.)
Installation and startup manual and plan
Sequences and control strategies
O&M manuals
• Documentation complete as per contract documents for given trade........................___ YES ___ NO
3.
Model verification
[Contr = ________]
1 = as specified, 2 = as submitted, 3 = as installed. Check if Okay. Enter note number if deficient.
Equip Tag--->
1
2
3
1
Model
2
3
Serial #
3
1
CFM
2
3
Sound Pwr 1
Level @ 63, 2
250; 1K Hz 3
Manuf.
• The equipment installed matches the specifications for given trade..........................___ YES ___ NO
4.
Installation Checks
Check if Okay. Enter comment or note number if deficient.
Check
Equip Tag->
Contr.
Cabinet and General Installation
Permanent labels affixed
Casing condition good: no dents, leaks, door gaskets installed
Mountings checked and shipping bolts removed
Vibration isolators installed
Equipment guards installed
Pulleys aligned
Belt tension correct
Plenums clear of debri
Fans rotate freely
Fire and balance dampers installed
Backdraft dampers installed, per drawings, and operate freely
Notes:
File:
PC EXH_FAN.doc
Commissioning Guide Specification --PECI: 6/2/2010
--Large Buildings
3
EXHAUST FAN PREFUNCTIONAL CHECKLIST
PC-_____
Check if Okay. Enter comment or note number if deficient.
Check
Equip Tag->
Contr.
Duct system complete
Electrical
Electrical connections complete
Disconnect switch installed
Overload heaters in place
Control connections complete
Operational Checks
Fan rotation correct
Electrical interlocks verified
Any fan status indicators functioning
No unusual vibration or and noise
Record full load running amps for each fan.
_____rated FL amps x ______srvc factor = _______ (Max amps).
Running less than max?
Check voltage: Rate = ______ Actual = _______ Within 5%?
The disconnect switch properly operates
After 24 hours of operation, recheck belt tension and alignment
• The checklist items of Part 4 are all successfully completed for given trade. ...........___ YES ___ NO
-- END OF CHECKLIST--
Notes:
File:
PC EXH_FAN.doc
Commissioning Guide Specification --PECI: 6/2/2010
--Large Buildings
4
PREFUNCTIONAL CHECKLIST
GENERATOR & TRANSFER SWITCH
Page 1 of 1
Project__________________________________________________________
Tag No._________________________________________
Manufacturer_____________________________________
Model __________________________________________
Serial No._______________________________________
Checklist Item
Generator Set
Check engine, oil filter.
Check coolant level, antifreeze and rust inhibitor.
Check all coolant hoses.
Check condition of engine water pump.
Check condition and adjust tension on all belts as necessary.
Check for normal operation of jacket water heater(s).
Check battery electrolyte, specific gravity, clean connections.
Check battery charger.
Check unit for oil, fuel and coolant leaks.
Clean crankcase breather.
Check air cleaner.
Inspect ignition wiring, if equipped.
Check ignition timing, points and plugs, if equipped.
Check duct work for defects.
Check that the generator has a source of combustion air.
Check that the exhaust from the radiator has a path to exit the vicinity
so the generator will not overheat.
Transfer Switch
Check contacts.
Check start relay.
Check time delays.
Remarks:
Contractor_________________________Initials____________Date____________
Completed
PREFUNCTIONAL CHECKLIST
Page 1 of 1
LIGHTING RELAY PANELS
Project__________________________________________________________
Tag No. ___________________________
Model No.: _________________________
Manufacturer: ________________________
Serial No.: _________________________
Checklist Item
Panel
Relay
Number
Panel
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
Contractor
- Circuit
-
Relay
is functioning
Relay
Number
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
Initials
Panel
- Circuit
-
Date
Relay
is functioning
CHILLED WATER PIPING PREFUNCTIONAL CHECKLIST
PC-_____
Prefunctional Checklist
Project ____________________________________
PC-____
CHILLED WATER PIPING________
Components Included: All valves, except coil valves
Associated checklists: Chiller, Cooling Tower, CDW Piping, CHW & CDW Pumps
1.
Submittal / Approvals
Submittal. The above equipment and systems integral to them are complete and ready for functional testing. The
checklist items are complete and have been checked off only by parties having direct knowledge of the event, as
marked below, respective to each responsible contractor. This prefunctional checklist is submitted for approval,
subject to an attached list of outstanding items yet to be completed. A Statement of Correction will be submitted
upon completion of any outstanding areas. None of the outstanding items preclude safe and reliable functional
tests being performed. ___ List attached.
____________________________ ______________
_________________________ _____________
Mechanical Contractor
Controls Contractor
Date
Date
____________________________ ______________
_________________________ _____________
Electrical Contractor
Sheet Metal Contractor
Date
Date
____________________________ ______________
_________________________ _____________
TAB Contractor
General Contractor
Date
Date
Prefunctional checklist items are to be completed as part of startup & initial checkout, preparatory to functional testing.
•
•
•
•
•
This checklist does not take the place of the manufacturer’s recommended checkout and startup procedures or report.
Items that do not apply shall be noted with the reasons on this form (N/A = not applicable, BO = by others).
If this form is not used for documenting, one of similar rigor shall be used.
Contractors assigned responsibility for sections of the checklist shall be responsible to see that checklist items by their
subcontractors are completed and checked off.
“Contr.” column or abbreviations in brackets to the right of an item refer to the contractor responsible to verify
completion of this item. A/E = architect/engineer, All = all contractors, CA = commissioning agent, CC = controls
contractor, EC = electrical contractor, GC = general contractor, MC = mechanical contractor, SC = sheet metal
contractor, TAB = test and balance contractor, ____ = _______________________________________.
Approvals. This filled-out checklist has been reviewed. Its completion is approved with the exceptions noted below.
____________________________ ______________
_________________________ _____________
Commissioning Agent
Owner’s Representative
2.
Date
Date
Requested documentation submitted
Notes:
File:
PC Refrigpipe.doc
Commissioning Guide Specification --PECI: 6/2/2010
--Large Buildings
1
CHILLED WATER PIPING PREFUNCTIONAL CHECKLIST
PC-_____
Check if Okay. Enter comment or note number if deficient.
Check
Y/N
Contr.
Manufacturer’s cut sheets
Performance data
Flushing and cleaning plan, including staging of multiple floors
O&M manuals
• Documentation complete as per contract documents for given trade ........___ YES ___ NO
3.
Physical Installation Checks
Check if Okay. Enter comment or note number if deficient.
Check
Y/N
Contr.
Note
Piping
Pipe fittings complete and pipes properly supported
Required seismic anchoring installed
Pipes properly labeled
Pipes properly insulated
Strainers in place and clean
Isolation valves and balancing valves installed
Test ports (P/T) installed near all control sensors and as per spec
Flushing and cleaning plan submitted and approved
(Minimum flushing velocity in all pipe sections is the greater of 4 ft. per second,
or 1.5 times the velocity at design flow)
Piping system properly flushed and cleaned and temporary piping removed
(report attached)
10% of strainers and Owner-selected low-point drains opened and witnessed by
Owner to be clean. (List points checked below).
Piping pressure tested according to contract documents
(report attached)
Chemical treatment system or plan installed
Water treatment report submitted according to contract documents
No leaking apparent around fittings
ASME pressue vessel data sheet or certification tag posted and inspection
complete for each expansion tank
Expansion tanks verified to not be air bound and system completely full of water.
System purged of all air.
Air vents and bleeds at high points of systems functional
Valves (except coil valve checklists are with the unit checklist)
Valve labels permanently affixed
Valves installed in proper direction
Notes:
File:
PC Refrigpipe.doc
Commissioning Guide Specification --PECI: 6/2/2010
--Large Buildings
2
CHILLED WATER PIPING PREFUNCTIONAL CHECKLIST
PC-_____
Check
Y/N
Contr.
Note
No leaks
Valves stroke fully and easily and spanning is calibrated (see calibration section
below)
Valves that require a positive shut-off are verified to not be leaking when closed
at normal operating pressure per “Calibration and Leak-by Test Procedures”
document. List: __________________________________________________
Sensors and Gages
Temperature, pressure and flow gages and sensors installed
Piping gages, BAS and chiller panel temperature and pressure readouts match
(see calibration section below)
TAB
Installation of system and balancing devices allowed balancing to be completed
following specified NEBB or AABC procedures and contract documents
• The checklist items of Part 3 are all successfully completed for given trade.___ YES ___ NO
4.
Sensor and Actuator Calibration [
]
All field-installed temperature, relative humidity, CO, CO2 and pressure sensors and gages, and all actuators (dampers and
valves) on this piece of equipment shall be calibrated using the methods and tolerances given in the Calibration and Leak-by
Test Procedures document. All test instruments shall have had a certified calibration within the last 12 months: Y/N______.
Sensors installed in the unit at the factory with calibration certification provided need not be field calibrated.
Sensor or
Actuator &
Location
Location
OK
1st
Gage
or BAS
Value
Instr.
Meas’d
Value
Final
Gage
or BAS
Value
Pass
Y/N?
Sensor &
Location
Location
OK
1st
Gage
or BAS
Value
Instr.
Meas’d
Value
Final
Gage
or BAS
Value
Pass
Y/N?
Gage reading = reading of the permanent gage on the equipment. BAS = building automation system. Instr. = testing
instrument. Visual = actual observation. The Contractor’s own sensor check-out sheets may be used in lieu of the above, if
the same recording fields are included and the referenced procedures are followed.
• All sensors are calibrated within required tolerances...................................___ YES ___ NO
-- END OF CHECKLIST --
Notes:
File:
PC Refrigpipe.doc
Commissioning Guide Specification --PECI: 6/2/2010
--Large Buildings
3
Start-up Plan. Form C-8
_________
Plan and Documenting Requirements for
Startup and Initial Checkout
Primary Equipment and Tag:_____________________________________
Component or Related Equipment Included: ________________________
____________________________________________________________
Project: ___________________________________
Date: ______________
The purpose of documenting the startup and checkout process is to ensure to the Owner that all recommended
startup and initial checkout procedures are completed and that a written record of the work is generated.
PLAN and REQUIRED PROCEDURES:
1. The prefunctional checklists provided by _____________________________________________ should
be filled out and signed for the above primary and related equipment.
2. The manufacturer recommended field startup and checkout sheets should be fully filled out. These startup
and checkout sheets ___are attached, ___are not attached.
3. On the manufacturer field startup and checkout sheets, the recommended ranges for readings taken shall
be added to each reading field and an explanation given for any variances.
4. Additional documentation:
___ Further documentation beyond the above is required as follows:
The attached pages have been copied from the ____________________________________________
installation manuals submitted to __________________________________. They have had paragraphs and
sections identified and marked with a signature lines in the margins. Separately for each piece of equipment,
during startup and checkout, the technician should check and date each check box and initial and date each line
made for that purpose, signifying completion of the task. All readings and settings shall be recorded, not just
checked. Provide clear, written notes at the bottom, margin or back-side of each page, as necessary. Written
notes shall be provided for why an item was not done or does not apply. A signature and date of the startup
technician shall be provided at the end of the startup and checkout documents. Other pages applicable to this
piece of equipment in the installation manual or any other procedures completed should be added.
___ No further documentation beyond the attached checklist and the manufacturer’s installation and
startup sheets are required:
This list of procedures does not constitute a recommendation of the full installation and startup procedures or
release the installer from following all factory recommendations, the specifications, applicable codes and good
practice. All stock startup record forms normally generated should be filled out and submitted.
All documentation should be submitted to ____________________________________________ upon
completion and is required prior to the execution of functional testing.
File: PC STARTPLN.doc, 6/2/2010Commissioning Guide Specification --PECI / USDOE
1
VFD PREFUNCTIONAL CHECKLIST
PC-_______
Prefunctional Checklist
Project ____________________________________
PC-_____ VARIABLE FREQUENCY DRIVE on
__________________________________
1.
Submittal / Approvals
Submittal. The above equipment and systems integral to them are complete and ready for functional testing.
The checklist items are complete and have been checked off only by parties having direct knowledge
of the event, as marked below, respective to each responsible contractor. This prefunctional checklist
is submitted for approval, subject to an attached list of outstanding items yet to be completed. A
Statement of Correction will be submitted upon completion of any outstanding areas. None of the
outstanding items preclude safe and reliable functional tests being performed. ___ List attached.
____________________________ ______________
_____________
_________________________
Mechanical Contractor
Controls Contractor
Date
____________________________ ______________
_____________
_________________________
Electrical Contractor
Sheet Metal Contractor
Date
____________________________ ______________
_____________
_________________________
TAB Contractor
General Contractor
Date
Date
Date
Date
Prefunctional checklist items are to be completed as part of startup & initial checkout, preparatory to functional
testing.
•
•
•
•
•
This checklist does not take the place of the manufacturer’s recommended checkout and startup procedures
or report.
Items that do not apply shall be noted with the reasons on this form (N/A = not applicable, BO = by others).
If this form is not used for documenting, one of similar rigor shall be used.
Contractors assigned responsibility for sections of the checklist shall be responsible to see that checklist
items by their subcontractors are completed and checked off.
“Contr.” column or abbreviations in brackets to the right of an item refer to the contractor responsible to verify
completion of this item. A/E = architect/engineer, All = all contractors, CA = commissioning agent, TCC =
controls contractor, EC = electrical contractor, GC = general contractor, MC = mechanical contractor, SC =
sheet metal contractor, TAB = test and balance contractor, ____ =
_______________________________________.
Approvals. This filled-out checklist has been reviewed. Its completion is approved with the exceptions
noted below.
Notes:
File:
PC VFD.doc
Commissioning Guide Specification --PECI: 6/2/2010
--Large Buildings
1
VFD PREFUNCTIONAL CHECKLIST
PC-_______
____________________________ ______________
_____________
_________________________
Commissioning Agent
Owner’s Representative
Date
Date
Notes:
File:
PC VFD.doc
Commissioning Guide Specification --PECI: 6/2/2010
--Large Buildings
2
VFD PREFUNCTIONAL CHECKLIST
PC-_______
2.
Requested documentation submitted
Check if Okay. Enter comment or note number if deficient.
Equip Tag->
Contr.
Check
Manufacturer’s cut sheets
Performance data (fan curves, coil data, etc.)
Installation and startup manual and plan
Sequences and control strategies
O&M manuals
• Documentation complete as per contract documents for given trade........................___ YES ___ NO
3.
Model verification
[Contr = ________]
1 = as specified, 2 = as submitted, 3 = as installed. Check if Okay. Enter note number if deficient.
Equip Tag--->
Manuf.
Model
Serial #
Capacity
1
2
3
1
2
3
3
1
2
3
• The equipment installed matches the specifications for given trade..........................___ YES ___ NO
4.
Installation Checks
Check if Okay. Enter comment or note number if deficient.
Equip Tag->
Contr.
Check
General Installation
Permanent label affixed
Securely mounted
Drive location not subject to excessive temperatures
Drive location not subject to excessive moisture or dirt
Drive size matches motor size
Pilot lights functioning
VFD wired to controlled equipment
Programming and Controls
Internal setting designating the model is correct
Input of motor FLA represents 100% to 105% of motor FLA rating
Appropriate Volts vs Hz curve is being used
Notes:
File:
PC VFD.doc
Commissioning Guide Specification --PECI: 6/2/2010
--Large Buildings
3
VFD PREFUNCTIONAL CHECKLIST
PC-_______
Check if Okay. Enter comment or note number if deficient.
Equip Tag->
Contr.
Check
Accel and decel times are around 10-50 seconds, except for special
applications. Record actual for each unit.
Lower frequency limit at 0 for VAV fans and around 10-30% for
chilled water pumps. Record actual for each unit.
Upper frequency limit set at 100%, unless explained otherwise
VFD interlocked to control system
Static or differential pressure sensor or other controlling sensor
properly located and per drawings
Controlling sensor calibrated
Unit is programmed with full written programming record submitted
RPM readout in BAS verified with VFD readout
All control devices, pneumatic tubing and wiring complete
Specified sequences of operation and operating schedules have
been implemented with all variations documented
Specified point-to-point checks have been completed and
documentation record submitted for this system
Final
Startup report completed with this checklist attached
Safeties installed and safe operating ranges for this equipment
provided to the commissioning agent
• The checklist items of Part 4 are all successfully completed for given trade. ...........___ YES ___ NO
-- END OF CHECKLIST --
Notes:
File:
PC VFD.doc
Commissioning Guide Specification --PECI: 6/2/2010
--Large Buildings
4