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Commissioning Checklist

HVAC System
Installation
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

Filters installed and replacement type and efficiency permanently affixed

Piping and Coils

No leaking apparent around refrigerant fittings

All coils are clean and fins are in good condition

All condensate drain pans clean and slope to drain per spec

OSAT, MAT, SAT, RAT sensors properly located and secure (related OSAT sensor shielded)

Sensors calibrated

If split system, refrigerant piping in good condition and suction insulated

P/T plugs and isolation valves installed per drawings

Fans and Dampers

Supply fan and motor alignment appear 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 installed and replacement type and efficiency permanently affixed--construction filters removed

Filter pressure differential measuring device installed and functional (magnahelic, inclined manometer, etc.)

All dampers close tightly

All damper linkages have minimum play

Motors: premium efficiency verified, if specified?

Compressor and Condenser

Refrigerant sight glass clear of bubbles (if OSAT > 70F)

Moisture indicator shows no moisture

Correct oil level (check site glass during operation)

Compressors and piping were leak tested, as required

Crankcase heater on when unit is off

Condenser coils clean and in good condition (air cooled)

Adequate clearance for airflow around condenser

Ducts (preliminary check)

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

Balancing dampers installed as per drawings and TAB’s site visit

Electrical and Controls

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

Auxiliary heaters installed

Sensors calibrated

All building control system interlocks hooked up with packaged controls and functional

Enthalpy control and sensor properly installed (if applicable)

Related thermostats are installed

Related building automation system points are installed

All control devices and wiring complete

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

Safeties installed and safe operating ranges are established

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.

Operation

Supply fan rotation correct

Return / exhaust fan rotation correct

No unusual noise or vibration in supply and exhaust fans

Condenser fan rotation correct (air cooled)

Condenser fan acceptable noise and vibration (air cooled)

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%?

Compressor 2 Phase: (%Imbalance = 100 x (avg. - lowest) / avg.) Record all three-phase voltages. Imbalance less than 2%?

Record full load running amps for each compressor. Running less than max?

Record full load running amps for each condenser fan. Running less than max?

Fans > 5 hp Phase Checks: (% imbalance = 100 x (avg. - lowest) / avg.) Imbalance less than 2%?

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

Valves stroke fully and easily and spanning is calibrated

Valves verified to not be leaking through coils when closed at normal operating pressure

The HOA switch properly activates and deactivates the unit

Safeties installed and safe operating ranges for this equipment provided to the commissioning agent

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

Pumping System
Installation
General Installation

Label permanently affixed

Pumps installed in place and properly grouted, bases filled

Vibration isolation devices installed and functional

Factory alignment checked and appears correct

Field alignment, if required, completed

Seismic anchoring installed

Temperature and pressure gauges and sensors installed

Pump and motor lubricated

Pipe fittings completed and piping properly supported

No leaks in pipe fittings and accessories at pump

Piping and pump properly insulated

Strainers in place and cleaned out

Piping system properly flushed

Valves properly tagged

Electrical and Controls

Disconnect switches in place and labeled

Electrical connections tight

Proper grounding installed for components and unit

Motor overloads calibrated

Control system interlocks hooked up and functional

Control devices, tubing and wiring complete

VFD

VFD powered up and wired to controlled equipment

VFD interlocked to control system

Pressure or other controlling sensor properly located and per drawings and calibrated

Controller location not subject to excessive temperatures

Controller location not subject to excessive moisture or dirt

Controller size matches motor size

Internal settings designating the application are correct

Input of motor FLA represents 105% to 115% of motor FLA rating

Appropriate Volts vs Hz curve is being used; energy saver on?

Accel and decel times are around 10-50 seconds, except for special applications.

Upper frequency limit set at 100%, unless explained otherwise

Unit is programmed with written programming record available

VFD kW demand at panel matches BAS readout

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

Operation

The HOA switch properly activates and deactivates the unit under manual and automatic control.

Pump rotation verified correct

No unusual noise or vibration

No leaking apparent around fittings

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%?

Record full load running amps for each pump. FL amps x factor (Max amps). Running less than max?

Specified sequences of operation and operating schedules have been implemented with variations documented

Specified point-to-point checks have been completed and documentation record submitted for this system

Piping System
Installation
Piping

Pipe fittings complete and pipes properly supported allowing for thermal expansion and contraction and building expansion joints.

Pipe joints properly installed

Required seismic anchoring installed

Pipes properly labeled

Pipes properly insulated

Piping properly sloped

Proper construction isolation

Strainers in place and clean

Isolation valves and balancing valves installed

Test ports (P/T) installed near all control sensors and as per spec

Piping system properly flushed and cleaned and temporary piping removed

10% of strainers and Owner-selected low-point drains opened and witnessed by Owner to be clean.

Piping hydrostatic pressure test completed according to contract documents

No leaking apparent around fittings

ASME pressure vessel data sheet or certification tag posted and inspection complete for each expansion tank and storage tank

Expansion tanks verified to not be air bound and system completely full of water. System purged of air.

Air vents and bleeds at high points of systems functional

Water hammer arrestors installed and tested

Backflow preventer proper location

Adequate depth of bury for service piping

Cross connection protection

Valves

Valve tags permanently affixed

Valves installed in proper direction

Pressure reducing valves set at proper pressure

No leaks

Flexible connections at equipment installed

Dielectric fittings for dissimilar metals installed

Vibration Isolation installed

Fire-rated pipe penetrations installed properly

Valves that require a positive shut-off are verified to not be leaking when closed at normal operating pressure.

Sensors and Gages

Temperature, pressure and flow gages and sensors installed.

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

Lighting System and Controls
Installation
Lighting Fixtures and Switches

Light switches are located per plans

Light switches are labeled with proper ID to match drawings or field changes

Light switch is controlling the fixtures in the area indicated on design drawings

Fixtures are properly supported for seismic zone

Verify proper lamp type is installed in each fixture to match fixture schedule and specifications

Lighting Controls

Lighting control is installed per manufacturer recommendations

Lighting control is calibrated per manufacturer checklist

Completion

Additional Comments

Inspector Name & Signature
Installer Name & Signature
Contractor Name & Signature

Commissioning Checklist

Created by: SafetyCulture Staff | Industry: General |

A commissioning checklist is used to ensure the safety and functionality of new or modified systems in a facility. Efficiently validate the performance of HVAC, pumping, piping, and lighting systems using this comprehensive checklist. This checklist includes installation checks and testing, adjusting, and balancing (TAB) items.

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Commissioning Checklist

HVAC System
Installation
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

Filters installed and replacement type and efficiency permanently affixed

Piping and Coils

No leaking apparent around refrigerant fittings

All coils are clean and fins are in good condition

All condensate drain pans clean and slope to drain per spec

OSAT, MAT, SAT, RAT sensors properly located and secure (related OSAT sensor shielded)

Sensors calibrated

If split system, refrigerant piping in good condition and suction insulated

P/T plugs and isolation valves installed per drawings

Fans and Dampers

Supply fan and motor alignment appear 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 installed and replacement type and efficiency permanently affixed--construction filters removed

Filter pressure differential measuring device installed and functional (magnahelic, inclined manometer, etc.)

All dampers close tightly

All damper linkages have minimum play

Motors: premium efficiency verified, if specified?

Compressor and Condenser

Refrigerant sight glass clear of bubbles (if OSAT > 70F)

Moisture indicator shows no moisture

Correct oil level (check site glass during operation)

Compressors and piping were leak tested, as required

Crankcase heater on when unit is off

Condenser coils clean and in good condition (air cooled)

Adequate clearance for airflow around condenser

Ducts (preliminary check)

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

Balancing dampers installed as per drawings and TAB’s site visit

Electrical and Controls

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

Auxiliary heaters installed

Sensors calibrated

All building control system interlocks hooked up with packaged controls and functional

Enthalpy control and sensor properly installed (if applicable)

Related thermostats are installed

Related building automation system points are installed

All control devices and wiring complete

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

Safeties installed and safe operating ranges are established

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.

Operation

Supply fan rotation correct

Return / exhaust fan rotation correct

No unusual noise or vibration in supply and exhaust fans

Condenser fan rotation correct (air cooled)

Condenser fan acceptable noise and vibration (air cooled)

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%?

Compressor 2 Phase: (%Imbalance = 100 x (avg. - lowest) / avg.) Record all three-phase voltages. Imbalance less than 2%?

Record full load running amps for each compressor. Running less than max?

Record full load running amps for each condenser fan. Running less than max?

Fans > 5 hp Phase Checks: (% imbalance = 100 x (avg. - lowest) / avg.) Imbalance less than 2%?

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

Valves stroke fully and easily and spanning is calibrated

Valves verified to not be leaking through coils when closed at normal operating pressure

The HOA switch properly activates and deactivates the unit

Safeties installed and safe operating ranges for this equipment provided to the commissioning agent

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

Pumping System
Installation
General Installation

Label permanently affixed

Pumps installed in place and properly grouted, bases filled

Vibration isolation devices installed and functional

Factory alignment checked and appears correct

Field alignment, if required, completed

Seismic anchoring installed

Temperature and pressure gauges and sensors installed

Pump and motor lubricated

Pipe fittings completed and piping properly supported

No leaks in pipe fittings and accessories at pump

Piping and pump properly insulated

Strainers in place and cleaned out

Piping system properly flushed

Valves properly tagged

Electrical and Controls

Disconnect switches in place and labeled

Electrical connections tight

Proper grounding installed for components and unit

Motor overloads calibrated

Control system interlocks hooked up and functional

Control devices, tubing and wiring complete

VFD

VFD powered up and wired to controlled equipment

VFD interlocked to control system

Pressure or other controlling sensor properly located and per drawings and calibrated

Controller location not subject to excessive temperatures

Controller location not subject to excessive moisture or dirt

Controller size matches motor size

Internal settings designating the application are correct

Input of motor FLA represents 105% to 115% of motor FLA rating

Appropriate Volts vs Hz curve is being used; energy saver on?

Accel and decel times are around 10-50 seconds, except for special applications.

Upper frequency limit set at 100%, unless explained otherwise

Unit is programmed with written programming record available

VFD kW demand at panel matches BAS readout

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

Operation

The HOA switch properly activates and deactivates the unit under manual and automatic control.

Pump rotation verified correct

No unusual noise or vibration

No leaking apparent around fittings

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%?

Record full load running amps for each pump. FL amps x factor (Max amps). Running less than max?

Specified sequences of operation and operating schedules have been implemented with variations documented

Specified point-to-point checks have been completed and documentation record submitted for this system

Piping System
Installation
Piping

Pipe fittings complete and pipes properly supported allowing for thermal expansion and contraction and building expansion joints.

Pipe joints properly installed

Required seismic anchoring installed

Pipes properly labeled

Pipes properly insulated

Piping properly sloped

Proper construction isolation

Strainers in place and clean

Isolation valves and balancing valves installed

Test ports (P/T) installed near all control sensors and as per spec

Piping system properly flushed and cleaned and temporary piping removed

10% of strainers and Owner-selected low-point drains opened and witnessed by Owner to be clean.

Piping hydrostatic pressure test completed according to contract documents

No leaking apparent around fittings

ASME pressure vessel data sheet or certification tag posted and inspection complete for each expansion tank and storage tank

Expansion tanks verified to not be air bound and system completely full of water. System purged of air.

Air vents and bleeds at high points of systems functional

Water hammer arrestors installed and tested

Backflow preventer proper location

Adequate depth of bury for service piping

Cross connection protection

Valves

Valve tags permanently affixed

Valves installed in proper direction

Pressure reducing valves set at proper pressure

No leaks

Flexible connections at equipment installed

Dielectric fittings for dissimilar metals installed

Vibration Isolation installed

Fire-rated pipe penetrations installed properly

Valves that require a positive shut-off are verified to not be leaking when closed at normal operating pressure.

Sensors and Gages

Temperature, pressure and flow gages and sensors installed.

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

Lighting System and Controls
Installation
Lighting Fixtures and Switches

Light switches are located per plans

Light switches are labeled with proper ID to match drawings or field changes

Light switch is controlling the fixtures in the area indicated on design drawings

Fixtures are properly supported for seismic zone

Verify proper lamp type is installed in each fixture to match fixture schedule and specifications

Lighting Controls

Lighting control is installed per manufacturer recommendations

Lighting control is calibrated per manufacturer checklist

Completion

Additional Comments

Inspector Name & Signature
Installer Name & Signature
Contractor Name & Signature