12/7/21, 10:48 AM Commissioning Checklist - SafetyCulture

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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 Fail N/A

Pumping System

Installation

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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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Valves installed in proper direction

Pass Fail N/A

Pressure reducing valves set at proper pressure

Pass Fail N/A

No leaks

Pass Fail N/A

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

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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

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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

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Additional Comments

Enter text

Inspector Name & Signature 

Installer Name & Signature 

Contractor Name & Signature 

Please note that this checklist is a hypothetical example and provides basic information only. It is not intended to take the place of, among other things,
workplace, health and safety advice; medical advice, diagnosis, or treatment; or other applicable laws. You should also seek your own professional advice to
determine if the use of such checklist is permissible in your workplace or jurisdiction.

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