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Convert your paper checklists into digital forms Scan this QR code to use this paper checklist on your smartphone or tablet or visit https://safetyculture.com/ Title Page Project Name Location Prepared by Conducted on Commissioning Checklist HVAC System Installation Cabinet and General Installation Permanent labels affixed, including for fans Pass Fail N/A Casing condition good: no dents, leaks, door gaskets installed Pass Fail N/A Access doors close tightly - no leaks Pass Fail N/A Boot between duct and unit tight and in good condition Pass Fail N/A Vibration isolation equipment installed & released from shipping locks Pass Fail N/A Maintenance access acceptable for unit and components Pass Fail N/A Sound attenuation installed Pass Fail N/A Thermal insulation properly installed and according to specification Pass Fail N/A Instrumentation installed according to specification (thermometers, pressure gages, flow meters, etc.) Pass Fail N/A Clean up of equipment completed per contract documents Pass Fail N/A Filters installed and replacement type and efficiency permanently affixed Pass Fail N/A Piping and Coils No leaking apparent around refrigerant fittings Pass Fail N/A All coils are clean and fins are in good condition Pass Fail N/A All condensate drain pans clean and slope to drain per spec Pass Fail N/A OSAT, MAT, SAT, RAT sensors properly located and secure (related OSAT sensor shielded) Pass Fail N/A Sensors calibrated Pass Fail N/A If split system, refrigerant piping in good condition and suction insulated Pass Fail N/A P/T plugs and isolation valves installed per drawings Pass Fail N/A Fans and Dampers Supply fan and motor alignment appear correct Pass Fail N/A Supply fan belt tension & condition good Pass Fail N/A Supply fan protective shrouds for belts in place and secure Pass Fail N/A Supply fan area clean Pass Fail N/A Supply fan and motor properly lubricated Pass Fail N/A Return/exhaust fan and motor aligned Pass Fail N/A Return/exhaust fan belt tension & condition good Pass Fail N/A Return/exhaust fan protective shrouds for belts in place and secure Pass Fail N/A Return/exhaust fan area clean Pass Fail N/A Return/exhaust fan and motor lube lines installed and lubed Pass Fail N/A Filters installed and replacement type and efficiency permanently affixed--construction filters removed Pass Fail N/A Filter pressure differential measuring device installed and functional (magnahelic, inclined manometer, etc.) Pass Fail N/A All dampers close tightly Pass Fail N/A All damper linkages have minimum play Pass Fail N/A Motors: premium efficiency verified, if specified? Pass Fail N/A Compressor and Condenser Refrigerant sight glass clear of bubbles (if OSAT > 70F) Pass Fail N/A Moisture indicator shows no moisture Pass Fail N/A Correct oil level (check site glass during operation) Pass Fail N/A Compressors and piping were leak tested, as required Pass Fail N/A Crankcase heater on when unit is off Pass Fail N/A Condenser coils clean and in good condition (air cooled) Pass Fail N/A Adequate clearance for airflow around condenser Pass Fail N/A Ducts (preliminary check) Pass Fail N/A Duct joint sealant properly installed Pass Fail N/A No apparent severe duct restrictions Pass Fail N/A Turning vanes in square elbows as per drawings Pass Fail N/A OSA intakes located away from pollutant sources & exhaust outlets Pass Fail N/A Pressure leakage tests completed Pass Fail N/A Branch duct control dampers operable Pass Fail N/A Balancing dampers installed as per drawings and TAB’s site visit Pass Fail N/A Electrical and Controls Power disconnects in place and labeled Pass Fail N/A All electric connections tight Pass Fail N/A Proper grounding installed for components and unit Pass Fail N/A Safeties in place and operable Pass Fail N/A Current overload heaters installed and correct size Pass Fail N/A Auxiliary heaters installed Pass Fail N/A Sensors calibrated Pass Fail N/A All building control system interlocks hooked up with packaged controls and functional Pass Fail N/A Enthalpy control and sensor properly installed (if applicable) Pass Fail N/A Related thermostats are installed Pass Fail N/A Related building automation system points are installed Pass Fail N/A All control devices and wiring complete Pass Fail N/A Testing, Adjusting and Balancing (TAB) Installation of system and balancing devices will allow balancing to be done per specified NEBB or AABC procedures & contract docs Pass Fail N/A Safeties installed and safe operating ranges are established Pass Fail N/A If unit is started 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. Pass Fail N/A Operation Supply fan rotation correct Pass Fail N/A Return / exhaust fan rotation correct Pass Fail N/A No unusual noise or vibration in supply and exhaust fans Pass Fail N/A Condenser fan rotation correct (air cooled) Pass Fail N/A Condenser fan acceptable noise and vibration (air cooled) Pass Fail N/A Measure line to line voltage imbalance for 1/3 of the compressors: Compressor 1 Phase: (%Imbalance = 100 x (avg. - lowest) / avg.) Record all three-phase voltages. Imbalance less than 2%? Yes No N/A Compressor 2 Phase: (%Imbalance = 100 x (avg. - lowest) / avg.) Record all three-phase voltages. Imbalance less than 2%? Yes No N/A Record full load running amps for each compressor. Running less than max? Yes No N/A Record full load running amps for each condenser fan. Running less than max? Yes No N/A Fans > 5 hp Phase Checks: (% imbalance = 100 x (avg. - lowest) / avg.) Imbalance less than 2%? Yes No N/A Inlet vanes aligned in housing, actuator spanned, modulate smoothly and proportional to input signal and EMS readout. Pass Fail N/A All dampers (OSA, RA, EA, etc.) stroke fully without binding and spans calibrated and BAS reading site verified Pass Fail N/A Valves stroke fully and easily and spanning is calibrated Pass Fail N/A Valves verified to not be leaking through coils when closed at normal operating pressure Pass Fail N/A The HOA switch properly activates and deactivates the unit Pass Fail N/A Safeties installed and safe operating ranges for this equipment provided to the commissioning agent Pass Fail N/A Specified sequences of operation and operating schedules have been implemented with all variations documented Pass Fail N/A Specified point-to-point checks have been completed and documentation record submitted for this system Pass Pumping System Installation Fail N/A General Installation Label permanently affixed Pass Fail N/A Pumps installed in place and properly grouted, bases filled Pass Fail N/A Vibration isolation devices installed and functional Pass Fail N/A Factory alignment checked and appears correct Pass Fail N/A Field alignment, if required, completed Pass Fail N/A Seismic anchoring installed Pass Fail N/A Temperature and pressure gauges and sensors installed Pass Fail N/A Pump and motor lubricated Pass Fail N/A Pipe fittings completed and piping properly supported Pass Fail N/A No leaks in pipe fittings and accessories at pump Pass Fail N/A Piping and pump properly insulated Pass Fail N/A Strainers in place and cleaned out Pass Fail N/A Piping system properly flushed Pass Fail N/A Valves properly tagged Pass Fail N/A Electrical and Controls Disconnect switches in place and labeled Pass Fail N/A Electrical connections tight Pass Fail N/A Proper grounding installed for components and unit Pass Fail N/A Motor overloads calibrated Pass Fail N/A Control system interlocks hooked up and functional Pass Fail N/A Control devices, tubing and wiring complete Pass Fail N/A VFD VFD powered up and wired to controlled equipment Pass Fail N/A VFD interlocked to control system Pass Fail N/A Pressure or other controlling sensor properly located and per drawings and calibrated Pass Fail N/A Controller location not subject to excessive temperatures Pass Fail N/A Controller location not subject to excessive moisture or dirt Pass Fail N/A Controller size matches motor size Pass Fail N/A Internal settings designating the application are correct Pass Fail N/A Input of motor FLA represents 105% to 115% of motor FLA rating Pass Fail N/A Appropriate Volts vs Hz curve is being used; energy saver on? Pass Fail N/A Accel and decel times are around 10-50 seconds, except for special applications. Pass Fail N/A Upper frequency limit set at 100%, unless explained otherwise Pass Fail N/A Unit is programmed with written programming record available Pass Fail N/A VFD kW demand at panel matches BAS readout Pass Fail N/A Testing, Adjusting and Balancing (TAB) Installation of system and balancing devices will allow balancing to be done per specified NEBB or AABC procedures & contract docs Pass Fail N/A Operation The HOA switch properly activates and deactivates the unit under manual and automatic control. Pass Fail N/A Pump rotation verified correct Pass Fail N/A No unusual noise or vibration Pass Fail N/A No leaking apparent around fittings Pass Fail N/A Measure line to line voltage phase imbalance for each pump: (%lmbalance = 100 x (avg. - lowest) / avg.) Record imbalance of each pump. Imbalance less than 2%? Yes No N/A Record full load running amps for each pump. FL amps x factor (Max amps). Running less than max? Yes No N/A Specified sequences of operation and operating schedules have been implemented with variations documented Pass Fail N/A Specified point-to-point checks have been completed and documentation record submitted for this system Pass Fail N/A Piping System Installation Piping Pipe fittings complete and pipes properly supported allowing for thermal expansion and contraction and building expansion joints. Pass Fail N/A Pipe joints properly installed Pass Fail N/A Required seismic anchoring installed Pass Fail N/A Pipes properly labeled Pass Fail N/A Pipes properly insulated Pass Fail N/A Piping properly sloped Pass Fail N/A Proper construction isolation Pass Fail N/A Strainers in place and clean Pass Fail N/A Isolation valves and balancing valves installed Pass Fail N/A Test ports (P/T) installed near all control sensors and as per spec Pass Fail N/A Piping system properly flushed and cleaned and temporary piping removed Pass Fail N/A 10% of strainers and Owner-selected low-point drains opened and witnessed by Owner to be clean. Pass Fail N/A Piping hydrostatic pressure test completed according to contract documents Pass Fail N/A No leaking apparent around fittings Pass Fail N/A ASME pressure vessel data sheet or certification tag posted and inspection complete for each expansion tank and storage tank Pass Fail N/A Expansion tanks verified to not be air bound and system completely full of water. System purged of air. Pass Fail N/A Air vents and bleeds at high points of systems functional Pass Fail N/A Water hammer arrestors installed and tested Pass Fail N/A Backflow preventer proper location Pass Fail N/A Adequate depth of bury for service piping Pass Fail N/A Cross connection protection Pass Fail N/A Valves Valve tags permanently affixed Pass Fail N/A Valves installed in proper direction Pass Fail N/A Pressure reducing valves set at proper pressure Pass Fail N/A Fail N/A No leaks Pass Flexible connections at equipment installed Pass Fail N/A Dielectric fittings for dissimilar metals installed Pass Fail N/A Vibration Isolation installed Pass Fail N/A Fire-rated pipe penetrations installed properly Pass Fail N/A Valves that require a positive shut-off are verified to not be leaking when closed at normal operating pressure. Pass Fail N/A Sensors and Gages Temperature, pressure and flow gages and sensors installed. Pass Fail N/A Testing, Adjusting and Balancing (TAB) Installation of system and balancing devices allowed balancing to be completed following specified NEBB or AABC procedures and contract documents Pass Fail N/A Lighting System and Controls Installation Lighting Fixtures and Switches Light switches are located per plans Pass Fail N/A Light switches are labeled with proper ID to match drawings or field changes Pass Fail N/A Light switch is controlling the fixtures in the area indicated on design drawings Pass Fail N/A Fixtures are properly supported for seismic zone Pass Fail N/A Verify proper lamp type is installed in each fixture to match fixture schedule and specifications Pass Fail N/A Lighting Controls Lighting control is installed per manufacturer recommendations Pass Fail N/A Lighting control is calibrated per manufacturer checklist Pass Fail N/A Completion Additional Comments Inspector Name & Signature Installer Name & Signature Contractor Name & Signature The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.
