pre-start up checklist - trs

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PRE-START UP CHECKLIST
NOTE TO INSTALLING CONTRACTOR:
Prior to the scheduling of factory start-up this checklist must be adhered to and completed in its
entirety.
Upon receipt of completed checklist TRS will schedule a start-up technician. (Please confirm with
TRS the current lead time for start-up services. 2-3 Weeks is Standard)
Failure to thoroughly complete information below and still scheduling TRS start-up services will
result in TRS billing customer for start-up services at $1,200 per day and rescheduling the start-up
services after all items below have been adhered to.
Project Name: _________________________________________________________________________
Owner/Owners Rep:__________________
Owner/Owners Rep Phone #:__________________
(Owners Information Required For Any Training Required)
GC:__________________
GC Contact Name:_________________ GC Phone #______________
(GC Information Required For Any Training Required)
MC:_________________
MC Contact Name:________________ MC Phone #_____________
T&B:_________________
T&B Contact Name:________________ T&B Phone #_____________
Mechanical Contractors Signature_________________________________ Date: _____/_____/_____
The above signature states that the mechanical contractor has read the above note and is aware of the
cost implications as it relates to completing all the necessary steps to ensure a trouble free factory startup.
Start-Up Requested Date:
______/______/_______
Pre-Start Up Checklist Competed:
______/______/_______
Thermal Resource Sales, Inc., 1038 Jenkins Road, Suite 111, Charleston, SC 29407
Phone (843) 556-7272 Fax (843) 556-7487
UNIT INSPECTION CHECKLIST

Unpack all components of the shipping skid.
 Check carefully for any shipping damage. If any damage is found it must be reported immediately
and a claim made by the equipment receiver against the transportation company.
 Visually inspect the components for shipping damage as soon as possible after delivery, before it is
stored. Concealed damage must be reported within 15 days.

If concealed damage is discovered, stop unpacking the shipment.
 Do not remove damaged material from the receiving location. Take photos of the damage, if
possible. The owner must provide reasonable evidence that the damage did not occur after delivery.
 Notify the carrier’s terminal of damage immediately by phone and by mail. Request an immediate
joint inspection of the damage by the carrier and the consignee.
 Do not attempt to repair any damaged parts until the parts are inspected by the carrier’s
representative.
JOBSITE INSPECTION CHECKLIST
Always perform the following checks before accepting a unit:

Verify the nameplate data matches the data on the sales order and the bill of lading.

Verify the nameplate electrical specifications complies with the power supply.
 Visually inspect the exterior of the unit, for signs of shipping damage. DO NOT SIGN the bill of
lading accepting the unit(s) until inspection has been completed. Check for damage promptly after the
unit(s) are unloaded. Once the bill of lading is signed at the jobsite, the unit(s) are now the property of the
SOLD TO party and future freight claims MAY NOT be accepted by the freight company.
 Verify the refrigerant charge has been retained during shipment by use of gauges. Shrader taps are
located internal to the cabinet.
 After assuring that the charge has been retained, reinstall the Schrader caps to assure that refrigerant
leakage does not occur.
Thermal Resource Sales, Inc., 1038 Jenkins Road, Suite 111, Charleston, SC 29407
Phone (843) 556-7272 Fax (843) 556-7487
CLEANING AND FLUSHING THE WATER SYSTEM
After the piping system is complete, the flexible hose connectors should be doubled back to
complete the water circuit external to the unit (avoiding trash settle-out in the condenser). See
Figure A Flushing Water Loop. An extra pipe may be necessary to connect the hose kits.
Figure A. Flushing Water Loop
 Verify the water circulation system has been filled with clean water using the water make up
connections. Note: Air vents should be open during filling.
 Verify that with the air vents closed, the circulating pumps have been started and then crack the air
vents to bleed off the trapped air, assuring circulation through all components of the system. Note: Make
up water must be available to the system to replace the volume formerly occupied by air that is bled off.
 Verify that with the air vented and the water circulating, the entire system has been checked for leaks
and repairs have been made as required.
 Verify that the supplementary loop heat system (if system is equipped with this option) is operating
per the design requirements. During this operation, visual checks should be made for leaks that may have
occurred due to increased heat. Repair as required.
 Verify that the system has been opened at the lowest point for the initial blow down (making sure the
make up water is equal to the water being dumped). Continue blow down until the water leaving the drain
runs clear, but NOT less than two hours.
How many hours has your system been blown down?
____ hours
 Verify that all pumps and supplementary loop heating systems have been shut down. Reconnect the
hoses placing the water-to-refrigerant heat exchanger in the water circulating system. Note: Vents should
be open when the pumps and supplementary heat system are shut down.
Thermal Resource Sales, Inc., 1038 Jenkins Road, Suite 111, Charleston, SC 29407
Phone (843) 556-7272 Fax (843) 556-7487
PRELIMINARY CHECKS BEFORE STARTUP
 Verify the refrigerant charge has been retained during shipment by use of gauges. Shrader taps are
located internal to the cabinet.
 After assuring that the charge has been retained, reinstall the Schrader caps to assure that refrigerant
leakage does not occur.
 Verify high voltage power is correct and in accordance with nameplate.
 Verify correct unit phase and compressor rotation (scroll compressor only).
 Verify wire size is adequate for protection.
 Verify the wiring is correct in accordance with the wiring diagram on the unit.
 Verify that shipping supports for supply fan have been removed.
 Verify adequacy of service and supply/return clearances have been adhered to.
 Verify reliability of condensate drain.
 Verify that temperature controls wiring has been properly terminated per the wiring diagram of the
unit.
 Verify normal revolution and no friction for fan.
Thermal Resource Sales, Inc., 1038 Jenkins Road, Suite 111, Charleston, SC 29407
Phone (843) 556-7272 Fax (843) 556-7487
SYSTEM CHECKOUT
 Verify that all isolation valves are open.
 Verify that all temperature control valves are wired.
 Verify that line voltage is within an acceptable range for the unit.
Voltage Reading
L1 ______
L2 ______
L3
______
 Verify that wiring and fuses/breakers are properly sized.
 Insure that entering water temperature is within operating limits.
Entering Water Temperature
_____ °F
 Verify that condensate line is open and properly pitched toward drain.
 Insure that filter is clean and accessible.
 Clean air coil of all manufacturing oils.
 Check and adjust water pH if necessary to maintain a level between 6 and 8.5. Proper pH promotes
longevity of hoses and fittings.
pH Level
_____
 Verify that pumps are properly installed and in operating condition.
 Verify that system control function and operate in the proper sequence.
 Verify that low water temperature cut-out controls are provided for the outdoor portion of the loop.
Otherwise low temperature operation problems may occur.
Explain low temperature cut out control method.
_________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
Thermal Resource Sales, Inc., 1038 Jenkins Road, Suite 111, Charleston, SC 29407
Phone (843) 556-7272 Fax (843) 556-7487
UNIT STARTING AND OPERATING CONDITIONS
Operating Limits

Environment – Units are designed for indoor installation only. Never install units in areas subject
to freezing or where humidity levels could cause cabinet condensation (such as unconditioned
spaces subject to 100% outside air).

Power Supply – A voltage variation of +/– 10% of nameplate utilization voltage is acceptable.

Determination of operating limits is dependent primarily upon three factors: 1) return air
temperature. 2) water temperature, and 3) ambient temperature. When any one of these factors is
at minimum or maximum levels, the other two factors should be at normal levels to insure proper
unit operation. Extreme variations in temperature and humidity and/or corrosive water or air will
adversely affect unit performance, reliability, and service life. Consult Table 1A for operating
limits.
Table 1A.
Starting Limits
Min Ambient Air, DB
Rated Ambient Air, DB
Max. Ambient Air, DB
Min. Entering Air, DB/WB
Rated Entering Air, DB/WB
Max. Entering Air, DB/WB
Min. Entering Water
Normal Entering Water
Max. Entering Water
Normal Water Flow
Cooling
Heating
AIR LIMITS
45ºF [7ºC]
39ºF [4ºC]
80.6ºF [27ºC]
68ºF [20ºC]
110ºF [43ºC]
85ºF [29ºC]
60/45ºF [16/7ºC]
40ºF [4.4ºC]
80.6/66.2ºF [27/19ºC] 68ºF [20ºC]
100/75ºF [38/24ºC]
80ºF [27ºC]
WATER LIMITS
30ºF [-1ºC]
20ºF [-6.7ºC]
50-110ºF [10-43ºC]
30-70ºF[-1 to 21ºC]
120ºF [49ºC]
90ºF[32ºC]
1.5 to 3.0 gpm / ton
[1.6 to 3.2 l/m per kW]
UNIT START UP PROCEDURE
 Turn the thermostat fan position to “ON”. Blower should start.
 Balance air flow at registers.
 Adjust all valves to their full open positions. Turn on the line power to all heat pumps.
Thermal Resource Sales, Inc., 1038 Jenkins Road, Suite 111, Charleston, SC 29407
Phone (843) 556-7272 Fax (843) 556-7487
 Room temperature should be within the minimum/maximum ranges of table 1A. During start-up
checks, loop water temperature entering the heat pump should be between 60°F [16°C] and 95°F [35°C].
 Adjust the unit thermostat to the warmest setting. Place the thermostat mode switch in the “COOL”
position. Slowly reduce thermostat setting until the compressor activates.
 Check for cool air delivery at the unit grille within a few minutes after the unit has begun to operate.
Note: Units have a five minute time delay in the control circuit.
 Verify that the compressor is on and that the water flow rate is correct by measuring pressure drop
through the heat exchanger using the P/T plugs and comparing to FHP IOM.
 Check the elevation and cleanliness of the condensate lines. Dripping may be a sign of a blocked line.
Check that the condensate trap is filled to provide a water seal.
 Check the temperature of both entering and leaving water. If temperature is within range, proceed
with the test. If temperature is outside of the operating range, check refrigerant pressures and compare to FHP
IOM. Verify correct water flow by comparing unit pressure drop across the heat exchanger versus the data
in tables in the back of FHP Installation, Operation, and Maintenance Manuals.
Heat of rejection (HR) can be calculated and compared to submittal data capacity pages. The formula for
HR for systems with water is as follows:
HR (Btuh) = TD x GPM x 500, where TD is the temperature difference between the entering and leaving
water, and GPM is the flow rate in U.S. GPM, determined by comparing the pressure drop across the heat
exchanger to tables in FHP IOM. In S.I. units, the formula is as follows: HR (kW) = TD x l/s x 4.18.
 Check air temperature drop across the air coil when compressor is operating. Air temperature drop
should be between 15°F and 25°F [8°C and 14°C].
 Turn thermostat to “OFF” position. A hissing noise indicates proper functioning of the reversing
valve.
 Allow five (5) minutes between tests for pressure to equalize before beginning heating test.
 Adjust the thermostat to the lowest setting. Place the thermostat mode switch in the “HEAT” position.
 Slowly raise the thermostat to a higher temperature until the compressor activates.
 Check for warm air delivery within a few minutes after the unit has begun to operate.
 Check the temperature of both entering and leaving water. If temperature is within range, proceed
with the test. If temperature is outside of the operating range, check refrigerant pressures and compare to FHP
IOM. Verify correct water flow by comparing unit pressure drop across the heat
exchanger versus the data in tables in FHP IOM. Heat of extraction (HE) can be calculated and
compared to submittal data capacity pages. The formula for HE for systems with water is as follows:
Thermal Resource Sales, Inc., 1038 Jenkins Road, Suite 111, Charleston, SC 29407
Phone (843) 556-7272 Fax (843) 556-7487
HE (Btuh) = TD x GPM x 500, where TD is the temperature difference between the entering and leaving
water, and GPM is the flow rate in U.S. GPM, determined by comparing the pressure drop across the heat
exchanger to tables in FHP IOM. In S.I. units, the formula is as follows: HE (kW) = TD x l/s x 4.18.
 Check air temperature rise across the air coil when compressor is operating. Air temperature rise
should be between 20°F and 30°F [11°C and 17°C].
 Check for vibration, noise, and water leaks.
 If unit fails to operate, perform troubleshooting analysis (see troubleshooting section). If the check
described fails to reveal the problem and the unit still does not operate, contact a trained service
technician to insure proper diagnosis and repair of the equipment.
 When testing is complete, set system to maintain desired comfort level.
 BE CERTAIN TO FILL OUT AND FORWARD ALL WARRANTY REGISTRATION PAPERS
TO FHP.
Note: If performance during any mode appears abnormal, refer to the FHP troubleshooting section of the
Installation, Operation and Maintenance Manual.
To obtain maximum performance, the air coil should be cleaned before start-up. A 10% solution of
dishwasher detergent and water is recommended.
Thermal Resource Sales, Inc., 1038 Jenkins Road, Suite 111, Charleston, SC 29407
Phone (843) 556-7272 Fax (843) 556-7487
EC SERIES
16
UNIT CHECK-OUT
SHEET
Customer Data
Customer Name _____________________________________________
Address ____________________________________________________
_____________________________________________________
Phone ______________________________________________________
Date _________________________________
Unit Number__________________________
Unit Nameplate Data
Unit Make ________________________________________
Model Number ____________________________________
Serial Number ________________________________
Refrigerant Charge (oz) _______
Compressor: RLA____________
LRA _____________
Blower Motor: FLA (or NPA)__________
HP ______________
Mximum Fuse Size (Amps) __________
Minimum Circuit Ampacity (Amps) ____________
Operating Conditions
Entering / Leaving Air Temp
Entering Air Measured at:
Leaving Air Measured at:
Entering / Leaving Fluid Temp
Fluid Flow (gpm)
Fluid Side Pressure Drop
Suction / Discharge Pressure (psig)
Suction / Discharge Temp
Suction Superheat
Entering TXV / Cap Tube Temp
Liquid Subcooling
Compressor Volts / Amps
Blower Motor Volts / Amps
Cooling Mode
_______________ /_______________
_______________________________
_______________________________
_______________ /_______________
_______________________________
_______________________________
_______________ /_______________
_______________ /_______________
_______________________________
_______________________________
_______________________________
_______________ /_______________
_______________ /_______________
Heating Mode
_______________ /_______________
_______________________________
_______________________________
_______________ /_______________
_______________________________
_______________________________
_______________ /_______________
_______________ /_______________
_______________________________
_______________________________
_______________________________
_______________ /_______________
_______________ /_______________
Auxiliary Heat
Unit Make ________________________________________
Model Number ____________________________________
Max Fuse Size (Amps) _____________________________
Volts / Amps_____________________ /____________________
Entering Air Temperature ___________________________
Leaving Air Temperature ___________________________
Serial Number _______________________________
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