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UNITED STATES ARMY CORPS OF ENGINEERS
REAL PROPERTY SERVICES FIELD OFFICE
RENOVATION OF
BUILDINGS 51450 & 51451
COMMISSIONING PLAN
W912DR-18-D-0001-19F0586
IFC Submission March 11, 2021
CONTACT:
John E. Wittmann 703.647.8288 jwittmann@wileywilson.com
UNCLASSIFIED // FOR OFFICIAL USE ONLY
Buildings 51450 & 51451 – IFC Submission 11 March 2021 Wiley|Wilson TOC - i
TABLE OF CONTENTS
BUILDINGS 51450 AND 51451 COMMISSIONING PLAN
Introduction
The Cx Process
Roles and Responsibilities of the Commissioning Team
Systems to be Commissioned
Schedules
APPENDICES
Sample Pre-Functional Checklist
Sample Functional Performance Test
MBP Project Number J19180 www.mbpce.com April 23, 2020
COMMISSIONING PLAN
United States Army Corps of Engineers Building 51450 & 51451 Renovations
Prepared for:
WileyǀWilson 2850 Eisenhower Avenue Suite 200 Alexandria, VA 22314
Prepared by:
MBP
3040 Williams Drive Suite 300 Fairfax, VA 22031
Page i of ii
COMMISSIONING PLAN
Table of Contents
I. INTRODUCTION
A. General Project Understanding
B. Definition of Commissioning
C. Commissioning Goal
D. Purpose of the Commissioning Plan
E. Overview of Commissioning during Design
F. Commissioning Plan Revision History
II. THE Cx PROCESS
A. Meetings
B. Communication
C. Design Review
D. Submittal Review
E. Site Observations
F. System Start-up
G. Point-to-Point
H. Contractor’s Field Test
I. Functional Performance Testing
J. Commissioning Reporting and Deficiency Tracking
K. O&M Documentation
L. The Commissioning Final Report
M. Systems Manual
III. ROLES AND RESPONSIBILITIES OF THE COMMISSIONING TEAM
A. Team Information
B. Team Member Responsibilities
1. Commissioning Agent (CxA) – MBP
2. Owner – USACE
3. Design Team – WileyǀWilson
4. General Contractor – TBD
5. Mechanical/Plumbing Contractor – TBD
6. Testing, Adjusting and Balancing Contractor – TBD
7. Electrical Contractor – TBD
8. Controls Contractor – TBD
WileyǀWilson – Building 51450 & 51451 Renovations April 23, 2020
Page ii of ii
IV. SYSTEMS TO BE COMMISSIONED
A. Mechanical Systems (HVAC)
B. Building Automation System (BAS)
C. Plumbing
D. Electrical Power
E. Lighting and Daylighting Control Systems
F. Fire Alarm/Suppression
G. Mass notification systems
V. SCHEDULES
A. Preliminary Commissioning Activity Durations
VI. APPENDICES
A. Sample Pre-Functional Checklist
B. Sample Functional Performance Test
I. INTRODUCTION
The Commissioning (Cx) Plan outlines and guides the commissioning activities during the design, construction, acceptance, and occupancy phases of Building 51450 and 51451 Renovations (Project).
The Cx Plan will also evolve throughout the construction and acceptance phases of the Project. It is MBP’s understanding that the United States Army Corps of Engineers (USACE or Owner) is not seeking United States Green Building Council (USGBC) LEED certification on this project.
A. General Project Understanding
Location: Fort Huachuca, AZ Building Type: Office Buildings Square Footage: Building 51450 is approximately 8,280 gross square feet
Building 51451 is approximately 6,900 gross square feet Number of Stories: Single story Construction Period: October 2020 – August 2022
B. Definition of Commissioning Building commissioning (commissioning or Cx) is a quality-oriented process for achieving, verifying, and documenting that the performance of a building, and its various systems, meets the Owner’s Project Requirements (OPR). During the design, construction and acceptance phases of a project, the commissioning process identifies potential building system issues, which may prevent the building from operating to the Owner’s expectations. Commissioning is a systematic process of verifying that the building systems perform interactively according to the design intent and Owner’s operational needs.
Commissioning will be conducted in accordance with ASHRAE Standard 202-2013, “Commissioning Process for Buildings and Systems”, Guideline 1.1 - 2007, “HVAC&R Technical Requirements for the Commissioning Process”, as well as ASHRAE Guideline 0 - 2013, “The Commissioning Process”. These guidelines provide detailed procedures for commissioning HVAC&R systems as well as procedures for assessing Energy Usage, Water Usage, Indoor Environmental Quality and System Durability.
C. Commissioning Goal The goal of the commissioning process is to verify that the mechanical, electrical, plumbing, fire alarm, and lighting controls systems function interactively in compliance with the OPR and the engineer’s Basis of Design (BOD) for the project and to facilitate the orderly and efficient transfer of the systems to the Owner’s operations and maintenance (O&M) personnel. Commissioning also documents system performance parameters for fine-tuning control sequences, operational procedures, and facilitates future troubleshooting. Commissioning is not intended to be redundant with the contractor’s obligations for testing and proof of performance of the project systems.
D. Purpose of the Commissioning Plan The purpose of the Cx Plan is to outline the scope and format of the commissioning process for this Project. The Cx Plan is based on the general contractor’s (Contractor) obligation to provide systems that function in accordance with the project documents. MBP’s role as the Commissioning Agent (CxA) is to develop and manage the commissioning process for the systems that are included in the Cx Plan and to verify that the building systems function interactively, within the limits of the contract. As commissioning is a dynamic process, the contents of this Cx Plan may evolve as the Project proceeds.
E. Overview of Commissioning during Design Commissioning is a systematic process of verifying building systems perform interactively according to the Owner’s operational needs and the design intent. This is achieved by beginning at the design phase with documented design and operating intent and continuing through construction and acceptance with actual verification of performance.
Commissioning during design is intended to achieve the following specific objectives:
• Provide commissioning-focused design reviews.
• Ensure that the design and operational intent are clearly documented.
• Ensure that commissioning for the construction phase is adequately reflected in the construction documents.
Preliminary Design Phase - Mechanical, electrical, plumbing, and fire alarm system types have been determined and the design plan will be further developed. The plans will be reviewed by the CxA for compliance with the OPR. Non-conformance issues are documented in the Preliminary Design Phase Commissioning Issues Log. All design issues are to be resolved prior to continuing with design of the systems to be commissioned.
During each review, the CxA performs the following:
• Check for general quality of the documents, including legibility, consistency and level of completeness.
• Coordination between disciplines.
• Discipline-specific review (of the commissioned systems described later) for achieving the OPR.
• Specification applicability and consistency with the OPR and the BOD.
• The Owner’s ability to access and maintain the systems after installation.
F. Commissioning Plan Revision History
Date Revision History Magnitude Comments
1/21/2020 Version 1 N/A Initial submission
2/20/2020 Version 2 Minor Dates updated
4/3/2020 Version 3 Minor Dates updated
4/22/2020 Version 4 Minor Dates updated
II. THE Cx PROCESS Project commissioning goals, as stated in Section I, will be achieved through the following processes with various activities occurring simultaneously.
A. Meetings Cx Kick-off Meeting - The CxA will meet with representatives from USACE and all contractors to review the commissioning process and confirm the schedule for the Cx activities.
Periodic commissioning meetings (five in total) will be held on site. During FPTs, meetings will be held weekly or as deemed necessary. These meetings will be incorporated into the construction schedule by the GC when more defined milestones of the systems to be commissioned have been determined. These meetings will be the primary venue for discussing issues relating to commissioning. It is important that the appropriate individuals attend from the contractor, subcontractor, design team and Owner.
B. Communication Between meetings, it is appropriate to communicate via e-mail, phone, or face-to face. The CxA will direct all communications through the established project communication protocols, which will be established during the Cx Kick-off Meeting.
The CxA is using a web-based program called CxAlloy for commissioning. Each member of the Cx team will receive an invitation to participate and MBP will provide training of the system, if needed.
C. Design Review The CxA will review mechanical, electrical, plumbing and fire alarm documentation for systems that pertain to the commissioned systems as outlined in section IV of this document. The review will allow the CxA to verify compliance of the design intent of the documents with the OPR and BOD documents.
A commissioning Design Phase Cx Issues Log will be generated to identify any non-compliant items for resolution by the design team before the construction documents are complete.
D. Submittal Review The CxA will review all submittals that pertain to the commissioned systems as outlined in Section IV of this document. This review will allow the CxA to gather information pertinent to the development of the Pre-functional Checklists (PFCs) and the Functional Performance Tests (FPTs). The CxA will provide review comments to the design team for their consideration. This review does not supplant the technical and document compliance review required of the design professionals.
E. Site Observations The routine inspection of the quality of construction is not the responsibility of the CxA. The CxA shall make periodic site observations of the Project during the construction phase. The CxA’s site observation visits shall concentrate on the commissioned systems with emphasis on equipment accessibility, ability to be balanced, and ability to be functionally tested. The CxA’s site observation visits will also review how well the construction lends itself to operation and maintenance by the Owner’s O&M personnel.
During the CxA site observation visits, deficiencies observed shall be brought to the attention of the Owner’s representative, design team, and contractors with an expectation of a collaborative solution.
The contractor is responsible for correction of construction contract deficiencies identified during site observations. The design team is responsible for correction of design deficiencies found during site observations.
F. System Start-up Each subcontractor is responsible for the start-up of its installed equipment. As part of the equipment start-up process, the appropriate subcontractor will complete its respective approved start-up checklists and submit to the CxA for distribution. The manufacturer’s start-up sheets shall be incorporated into the PFCs.
G. Point-to-Point It is critical that the controls contractor perform point-to-point testing of all controls components, prior to functional performance testing. The procedures and methods for this testing will be submitted to the CxA for review. At their option, the testing may be witnessed by Owner. All sensor calibration, damper, and valve actuation (full open and full closed) will be verified.
H. Contractor’s Field Test The contractor is responsible for field testing the control system operation prior to scheduling the FPTs with the CxA. The contractor shall utilize the FPT procedures developed by the CxA to document and test that the system is operating as intended. Sensor calibration, damper and valve actuation, (full open to full closed), alarms and all sequences of operation shall be tested. At its option, the testing may be witnessed by USACE staff.
I. Functional Performance Testing Effective functional performance testing cannot begin until the contractors have completed all portions of their work, the systems are fully operational, and the systems satisfy the sequence of operation. This includes completion of PFCs, start-up, controls, and TAB report approval by the EOR. The FPT procedures will be drafted once all equipment submittals have been approved by the design team. The actual FPT will be performed in compliance with the Project Specifications by the appropriate contractor(s) under the direction of the CxA and may be witnessed by USACE staff.
J. Commissioning Reporting and Deficiency Tracking Throughout the process, items requiring attention will be reported through site observation reports and tracked via the Construction Phase Cx Issues Log kept online in CxAlloy. Examples of these documents will be discussed during the Cx Kick-off Meeting. These items will be treated like any other punch list, with a space on the Cx issues log for responses from the GC, subs, A/E and sometimes the Owner. The CxA is the only entity that can close out an issue. The reports and the Cx issues log will become part of the Final Cx Report.
K. O&M Documentation As described in the specifications, each contractor is responsible for submitting operation and maintenance information for each piece of equipment and/or system in its respective sections. Unless otherwise stated in the specifications, the O&M data shall include instructions for installation, maintenance, replacement, start-up, special maintenance and replacement sources, parts lists, list of special tools, performance data, and warranty information. Unless otherwise stated in the specifications, the controls O&M data shall include as-built documentation package that includes a narrative for normal operation, shutdown, unoccupied operation, seasonal changeover, manual operation, controls setup and programming, troubleshooting, alarms, control drawings, and schematics and final sequences of operation.
At the end of the commissioning process, a Systems Manual will be developed. The Systems Manual will include documentation not limited to the OPR, BOD, single line schematic drawings of the systems, approved submittals, equipment O&M data, and recommended recalibration schedules. The Systems Manual will be developed with input from the USACE staff.
L. The Commissioning Final Report The CxA will produce and upload documentation for the Cx Final Report to LEED and Cx Alloy. This report will generally contain the following documentation:
1. Executive Summary
2. Listing of non-compliance items with recommendations for correction
3. Site observation reports
4. Meeting minutes
5. Cx issues log
6. Cx Plan
7. Completed PFCs
8. Completed FPTs
9. Completed ISTs
M. Systems Manual The CxA will compile a Systems Manual required for enhanced commissioning criteria. The CxA will upload documentation for the Systems Manual to LEED and Cx Alloy. This report will generally contain the following documentation:
1. Executive summary
2. System single line diagrams
3. Construction record documents and specifications
4. Approved submittals
5. As-built drawings
6. As-built sequence of operations
7. Original setpoints for all systems commissioned
8. Equipment operations and maintenance manuals
9. Training documentation
10. Final Cx report
III. ROLES AND RESPONSIBILITIES OF THE COMMISSIONING TEAM
A. Team Information
Cx Team Member Firm and Contact Name(s) Contact Information
Owner USACE
Construction Manager/GC TBD TBD
Commissioning Authority MBP
Jennings Davis II Senior Project Manager
Savannah Dotson Lead Commissioning Agent jldavis@mbpce.com 814-691-4808 sdotson@mbpce.com 301-830-2408
Architect WileyǀWilson
John Wittmann Project Manager jwittmann@wileywilson.com 703-647-8288
UNCLASSIFIED // FOR OFFICIAL USE ONLY
UNCLASSIFIED // FOR OFFICIAL USE ONLY
mailto:jldavis@mbpce.com mailto:sdotson@mbpce.com
Cx Team Member Firm and Contact Name(s) Contact Information
Mechanical/Electrical/Plumbing Design Engineers
WileyǀWilson
Vedad Kilic vkilic@wileywilson.com
Fire Alarm/Suppression Design Engineer
TBD
TBD
Mechanical Contractor
TBD TBD
Electrical Contractor
Controls Contractor
TAB Contractor
B. Team Member Responsibilities The success of the commissioning effort is dependent upon the participation of the entire project team, including the Owner, contractor and all installing subcontractors, and the design team. Communications with the CxA are to be through the established project communication protocols. The members of the commissioning team play the following roles in the commissioning process:
1. Commissioning Agent (CxA) – MBP
Key responsibilities include, but are not limited to, the following:
1. Develop and review the OPR and BOD for coordination between the Owner’s operational needs and the design intent. Establish standards for measurement and verification for the testing of commissioned systems.
2. Develop a Systems Manual for the building and staff with assistance from USACE staff.
3. Develop and implement the Cx Plan.
4. Conduct a Cx kick-off meeting with the Owner, contractor and its installing subcontractors to review the commissioning process. Identify and incorporate Cx activities into the contractor’s construction schedule.
5. Develop a Cx Issues Log to be valid until all issues are closed by the CxA.
6. Conduct a commissioning review of the design at the 95% Construction Document (CD), and back check previously documented issues for the 100% CDs.
7. Develop a preliminary Commissioning Activities Duration schedule. A sample form is provided in
Section V.
UNCLASSIFIED // FOR OFFICIAL USE ONLY
mailto:vkilic@wileywilson.com
8. Develop the Cx specifications, including the enhanced requirements, for incorporation into the Project Manual.
9. Obtain submittals of commissioned equipment. Submittals include:
a. Coordination drawings
b. Shop drawings, product data
c. O&M manuals
d. Training manuals
e. Equipment suppliers’ start-up procedures
f. Automatic temperature control – sequence of operations
10. Review submittals of commissioned equipment to develop pre-functional Checklists.
11. Review the manufacturer’s start-up checklists and collaborate with the installing contractors to develop, document and distribute detailed test procedures and data forms (Pre-functional Checklists, Functional Performance Test (FPT), and Integrated Systems Test (IST) procedures) for commissioned systems.
12. Review control system point-to-point procedures.
13. Review completed PFCs and randomly sample devices for compliance with checklists. This includes a sampling of the calibration of all sensors, the action of all dampers and valves, and the reporting of same by the controls system.
14. Perform periodic site observations; organize and chair Cx meetings.
15. Witness FPTs performed by the contractor(s)
16. Witness ISTs performed by the contractor(s) at the successful completion of FPT.
17. Provide the Owner with a Final Cx Report, CFR, and Systems Manual.
2. Owner – USACE
Key responsibilities include, but are not limited to, the following:
1. Review the OPR document to the CxA.
2. Review the Cx Plan.
3. Attend Cx meetings, as required.
4. Review FPT and IST procedures as they are developed.
5. Review the Construction Phase Cx Issues Log and work with the CxA in resolving non-compliance issues with third-party contractors.
6. Owner’s O&M personnel witness start-up of major equipment and the point-to-point testing by the controls contractor. (Owners Option)
7. Participate in FPTs. (Owners option)
8. Participate in ISTs. (Owners option)
9. Provide copies of relevant contract request for information (RFIs) or change orders to the design documents to the CxA.
3. Design Team – WileyǀWilson
Key responsibilities include, but are not limited to, the following:
1. Provide BOD document to the CxA.
2. Review the Cx Plan.
3. Review and incorporate commissioning specifications into the construction documents for bid.
4. Attend Cx kick-off meeting and other Cx meetings, as required.
5. Incorporate CxA concurrent review submittal comments into A/E submittal comments, When applicable.
6. Witness start-up of major equipment, if required by the Owner.
7. Provide timely response to the CxA for RFIs including clarification of system design, control, or intent.
8. Review and approve the TAB report.
4. General Contractor – TBD
Key responsibilities of the general contractor during the Cx process are included in the contract documents and include, but are not limited to, the following:
1. Coordinate and direct the participation of all contractors in the commissioning process.
2. Inform the CxA of significant changes to the contract documents.
3. Integrate the Cx process into the construction schedule and update the project schedule, as necessary.
4. Attend Cx kick-off meeting and all other Cx meetings during construction.
5. Address any construction related non-conformance issues, documented in the Construction
Phase Cx Issues Logs, in an expeditious manner.
6. Review submittals of commissioned systems for compliance with the contract documents and submit approved copies to the CxA.
7. Provide O&M manuals, record drawings, completed PFCs, controls as-builts and warranties to the Owner and CxA.
8. Notify the CxA of any system performance issues that arise or are identified during construction, that may modify or affect final system performance, configuration, or sequence of operation.
5. Mechanical/Plumbing Contractor – TBD
Key responsibilities of the mechanical contractor during the Cx process are included in the contract documents and include, but are not limited to, the following:
1. Attend Cx kick-off meeting and all other Cx meetings during construction.
2. Address any construction related non-conformance issues, documented in the Construction
Phase Cx Issue Log in an expeditious manner.
3. Review and complete the Pre-functional Checklists prior to start-up of systems. Any issues found while filling out the PFCs shall be reported to the CxA to be tracked on the Construction Phase Cx Issues Log. The PFCs will be submitted to the CxA for review prior to the Acceptance Phase.
Include manufacturer’s start-up reports in the PFCs. Sample PFCs are provided in Appendix B.
4. Notify contractor and CxA of any system performance issues that arise or are identified during construction, that may modify or affect final system performance, configuration, or sequence of operation.
5. Start-up and testing of mechanical equipment.
6. Provide qualified personnel, equipment, and materials (including ladders, two-way radios, etc.)
for participation in FPT. Provide equipment, materials, and labor necessary to correct deficiencies found during the testing process, which fulfill contract and warranty requirements.
7. Operate equipment and systems as required by the specifications for FPT and IST.
8. Participate in fine-tuning or trouble-shooting of system performance, if necessary.
9. Provide O&M manuals, record drawings, completed PFCs, controls as-builts and warranties to the Owner and to the CxA two weeks prior to FPTs.
10. Provide training for the systems specified in Divisions 22 and 23.
6. Testing, Adjusting and Balancing Contractor – TBD
Key responsibilities of the TAB contractor during the Cx process are included in the contract documents and include, but are not limited to, the following:
1. Attend Cx kick-off meeting and Cx meetings during construction, as required.
2. Review and complete TAB portion of the PFCs. Any issues found while filling out the PFCs shall be reported to the CxA to be tracked on the Construction Phase Cx Issues Log. These completed forms are to be submitted to the GC and CxA for review prior to the Acceptance Phase.
3. Notify contractor and CxA immediately of any system performance issues that arise or are identified during test and balance.
4. Participate in fine-tuning or troubleshooting of system performance, if necessary.
7. Electrical Contractor – TBD
Key responsibilities of the electrical contractor during the Cx process are included in the contract documents and include, but are not limited to, the following:
1. Attend Cx meetings during construction, as required.
2. Address any construction related non-conformance issues, documented in the Construction
Phase Cx Issues Log, in an expeditious manner.
3. Review and complete the PFCs prior to start-up of systems. Any issues found while filling out the
PFCs shall be reported to the CxA to be tracked on the Construction Phase Cx Issues Log. These forms are to be submitted to the CxA for review.
4. Notify Contractor and CxA immediately of any system performance issues that arise or are identified during construction, that may modify or affect final system performance, configuration, or sequence of operation.
5. Participate in fine-tuning or trouble-shooting of system performance, if necessary.
6. Coordinate the participation in the Cx process of the lighting control contractor (as applicable).
7. Start up and testing of electrical equipment.
8. Operate systems and systems as required by the specifications for FPT and IST.
9. Provide qualified personnel, equipment and materials (including ladders, two-way radios, etc.)
for participation in FPT. Provide equipment, materials and labor necessary to correct deficiencies found during the testing process, which fulfill contract and warranty requirements.
10. Provide O&M information and as-built drawings for verification, organization and distribution.
11. Coordinate and participate in training of USACE staff.
8. Controls Contractor – TBD
Key responsibilities of the controls contractor during the Cx process are included in the contract documents and include, but are not limited to, the following:
1. Attend Cx kick-off meeting and all other Cx meetings during construction.
2. Review the Cx Plan and the FPT procedures and provide input, as necessary, to incorporate into the Cx process.
3. Review and complete controls portion of the PFCs. Any issues found while filling out the PFCs shall be reported to the CxA to be tracked on the Construction Phase Cx Issues Log. These completed forms are to be submitted to the GC and CxA for review prior to the Acceptance Phase.
4. Provide the CxA with as-built controls diagrams and sequences of operations two weeks prior to FPTs. Provide trend logs and trend graphs, which clearly illustrate the proper document software operation for all systems two weeks prior to FPTs.
5. Address any construction related non-conformance issues, documented in the Commissioning Issue Logs in an expeditious manner.
6. Notify contractor and CxA of any system performance issues that arise or are identified during construction.
7. Participate in start-up and testing.
8. Assist the TAB contractor, as necessary.
9. Calibrate all control devices and sensors.
10. Self-perform FPT procedures and resolve any issues prior to scheduling FPT with the CxA.
11. Document point-to-point test procedures performed and submit to the CxA. Demonstrate point-to-point testing to Owner, at their option. Demonstrate random selection of devices to the CxA.
12. Operate the controls system at the direction of the CxA as required during FPT and IST.
13. Participate in fine-tuning or trouble-shooting of system performance, if necessary.
14. Provide O&M information and as-built drawings for verification, organization, and distribution.
IV. SYSTEMS TO BE COMMISSIONED
Following is a list of equipment that will be functionally tested. The CxA will provide test procedures for the commissioned items to be witnessed. Participation by the Owner is at its discretion.
A. Mechanical Systems (HVAC)
B. Building Automation System (BAS)
C. Plumbing
D. Electrical Power
E. Lighting and Daylighting Control Systems
F. Fire Alarm/Suppression
G. Mass notification systems
V. SCHEDULES
A. Preliminary Commissioning Activity Durations
1. Cx Schedule The Cx Schedule will be incorporated into the GC’s project schedule.
2. Preliminary Commissioning Construction Phase Activity Durations The table below includes the estimated duration for various Cx tasks to be incorporated into the contractor’s project construction schedule and is intended to be refined and/or augmented over the course of the Project. MBP anticipates that the Cx activities will follow the successful completion of the predecessor activity. The GC has the primary responsibility for the project schedule which includes all commissioning activities.
Proper planning and attention to commissioning activities within the Project Schedule is important to prevent negative impacts to the Project:
Phase Duration Start Finish
Design Phase 11 months November 2019 September 2020
Construction Phase 22 months October 2020 August 2022
Cx Activity Duration Predecessor(s)
100% Construction Documents Design Review 2 weeks N/A
100% Construction Documents Backcheck 1 day 95% CD Approval
Cx Kickoff Meeting 1 day End of Design Phase
Submittal Reviews N/A N/A
Pre-functional Checklist Development N/A Approved submittals
Functional Performance Test Development N/A Approved controls submittal
Site Visits 1 day each N/A
Functional Performance Testing 5 days
Equipment start-up;
Completed PFCs, TAB report acceptance; Issues log close-out; Trend review
Integrated Systems Testing (IST) 2 weeks Completed FPT
Develop Final Cx Report and Systems Manual 2 weeks
Completed IST; Issues log completion; Approved O&M Manuals and as-built drawings
VI. APPENDICES
A. Sample Pre-Functional Checklist
CHECKLIST TEMPLATE
Air Handling Units
MBP
Air Handling Units
Sections 1
First Section
MANUFACTURER, MODEL, AND SERIAL NUMBERS
1 Manufacturer
2 Model Number
3 Serial Number
PRE-FUNCTIONAL CONDITION INSPECTION
4 Equipment manufacturer's shipping and packing material removed.
5 General appearance good, no apparent damage, clean, and ready for use.
6 Document observation of any damage or deficiency to equipment.
7 Manufacturer's equipment identification labels are properly affixed to equipment.
8 Equipment properly installed and supported per details on construction drawings
9 Equipment installed with adequate space and clearance to perform maintenance, repair, or replacement.
UTILITY SERVICE INSTALLATION
10 Power wiring installation complete and tested
11 Power service test results (voltage, phase, Hz) match equipment name plate data.
12 Electrically powered equipment is provided with properly sized current overload protective device.
13 Power service source labeling (power panel, circuit number, etc.) is provided and displayed.
14 Means of disconnecting electrical power source is installed and includes means of lockout.
15 Regulatory labels (Danger, Arc Flash, High Voltage, etc..) are provided and affixed to the equipment or the power panels, switches, disconnects, and breakers servicing the equipment.
16 Fuel service (Natural Gas, Diesel, etc..) inlet piping installation complete and tested.
17 Fuel service (Natural Gas, Diesel, etc..) test result (flow rate, pressure, volume) match equipment name plate data.
AUTOMATION AND CONTROL SYSTEM INSTALLATION CHECKS
18 Control system devices (controllers, sensors, dampers, operators, valves, etc.) are installed and communication to the building automation system has been established
19 Point-to-Point (device-to-building automation system) checks have been performed and confirmed.
20 Control system sensors have been field calibrated and meet project accuracy requirements
21 Operation of control system devices (dampers, operators, valves, etc.) have been tested and operate throughout their design range
PIPING SYSTEM INSTALLATION CHECKS
22 Piping, pipe fittings, and ancillary piping devices (strainers, valves, drains, etc..) are installed and properly supported per construction drawing details
Checklist Template | Printed on 01/21/2020 | Page 1 of 2
23 Piping system(s) flushed per project specifications
24 Piping system(s) are properly insulated per project specifications
25 Piping system(s) type and flow direction are properly labeled
26 Piping system(s) valves are tagged per project specifications
27 Piping system(s) and equipment is free from observed leakage
SUPPORTING SYSTEM AND EQUIPMENT INSTALLATION CHECKS
28 Ductwork - Ductwork is installed and properly supported, insulated, and labeled per project specifications.
29 Manual Ductwork Dampers - Dampers are equipped with adjustment mechanism that are accessible for adjustment.
30 Vibration and noise isolation devices (canvas duct connectors, flex hoses, spring mounts, attenuators, etc..) are provided per project specifications.
31 Operational safety equipment (emergency shut-down switches, warning labels, operating status lights, smoke detectors, etc.)
have been provided and are operational per project specifications.
32 Equipment and supporting equipment and/or systems operational utility services (electricity, water, natural gas, other fuels) are installed with provisions to isolate equipment from the utility service (valves, switches).
ELECTRICAL SYSTEM OPERATION CHECKS
33 Motor rotation direction for equipment with motor(s) is verified as correct.
34 Equipment's local power disconnects are functional and provide isolation from power source.
MECHANICAL SYSTEM OPERATIONAL CHECKS
35 Mechanical system(s) start and stop upon being enabled/disabled by local switches or disconnects or by command from building automation system.
36 Equipment is free of unusual noise or vibration during operation.
37 Equipment operates smoothly and continuously without interruption until disabled manually or by command of the building automation system.
38 Operating equipment performs the function(s) within the requirements of the project specifications (airflow, water flow, pressure, temperature, etc.).
PRE-FUNCTIONAL TESTING COMPLETION
39 Factory representative test and start-up reports have been submitted (if applicable).
40 Equipment is ready for Test, Adjustment, and Balancing (TAB) to be performed, 41 Equipment is ready for Functional Performance Testing and TAB Verification.
Air Handling Units | MBP
Checklist Template | Printed on 01/21/2020 | Page 2 of 2
B. Sample Functional Performance Test
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