CX Assistant Web Tool Users Survey – Findings Memo August 11, 2015 – Thomas Conlon, GeoPraxis Inc. A simple web survey was sent to the population of 387 registered EDR members (with valid email addresses) who had used the CX Assistant web tool since enhancements were last made in 2012. 1 A one-page survey instrument (Appendix A) and a brief email (Appendix B) yielded 12 valid responses. Q1. 1 For details of all 517 projects entered into CX Assistant since that time, please see: http://energydesignresources.com/statewide-team/analytics-dashboard/cx-assistant-reporting.aspx
Transcript
CX Assistant Web Tool Users Survey – Findings Memo August 11, 2015 – Thomas Conlon, GeoPraxis Inc.
A simple web survey was sent to the population of 387 registered EDR members (with valid email addresses) who had used the CX Assistant web tool since enhancements were last made in 2012. 1
A one-page survey instrument (Appendix A) and a brief email (Appendix B) yielded 12 valid responses.
Q1.
1 For details of all 517 projects entered into CX Assistant since that time, please see: http://energydesignresources.com/statewide-team/analytics-dashboard/cx-assistant-reporting.aspx
In response to Q1, 58% of respondents reported using CX Assistant on a real project, but only one (8%) recalled a project in California. Others reported being “Test Users” (25%) or did not recall using CX Assistant at all (17%, despite the fact their email had been recorded in the CX Assistant user database).
Q2.
The vast majority (83%) of users surveyed found CX Assistant to be at least “Somewhat Useful”, including three users (25%) who considered the tool to be “Very Useful”. The remaining 17% considered the tool to be “Not At All Useful” unless corrections or enhancements are made.
The one user who had worked on a California project considered the tool to be “Somewhat Useful”.
All three users who found the tool “Very Useful” had worked on out-of-state projects. Benefits cited by these three users (i.e., their responses to Q5) included: “Having access to a variety of document creation tools and commissioning workflow support” and “[having a] very complete resource”.
Of the two users who said “Not At All Useful”, one had NEVER used CX Assistant; the other was a Test User who requested this needless improvement: “Configure system to support projects outside of CA”.
Q3.
Seven valid potential improvements were suggested. All appear to be new feature requests, rather than bug fixes. This is encouraging because it suggests the tool continues to function as originally intended.
To help explain the context for these new feature requests, a screenshot of a completed CX Assistant project (“2nd Test”) is provided below.
An attempt to interpret each of these user feature request comments is offered below.
• “Information and sample for VRF systems”: o Variable Refrigerant Flow systems are a relatively new technology gaining wider
acceptance throughout the HVAC/R design community. CX Assistant’s current HVAC&R Commissioning Requirements Specification (Section 01812) does provide Sample Testing Requirements for packaged or split heat pumps, and a place for the user to add details pertaining to better known technologies such as VAV terminal boxes and/or variable frequency drives. However, no prompt to include and/or specify VRF systems is currently provided by CX Assistant. (See Appendix C).
• “Change the commissioning process language to match ASHRAE Guideline 0” • “Update the language and format of the specifications to match ASHRAE and or MasterSpec” • “Update the project delivery methods and the results from the tool”:
o These three comments are grouped together because they all appear to reference the same issue. CX Assistant was developed prior to ASHRAE Guideline 0-2013 and ASHRAE Standard 202-2013. The next technical update to CX Assistant will likely reference these new documents. This 2013 CACX presentation has more background on these standards.
• “Functional Tests”: o CX Assistant currently uses the following definition for the term “functional tests”:
“The Commissioning Provider develops functional tests for the systems included in the commissioning process. The tests rely on the contractors to correctly complete prefunctional checklists. These tests focus on verifying that the control sequences provided in the contract drawings are implemented and that the commissioned systems are operating in a stable, correct, and energy efficient fashion. Trend logs are recorded to verify system operation and, based on the findings, the Commissioning Provider may work with the contractors to fine tune the systems to attain better operation. If the building does not have a control system, the Commissioning Provider uses portable data loggers.”
It would appear that this user may be suggesting that CX Assistant should be enhanced to specify more of the details of functional testing practices.
• “Customized checklists are not able to be downloaded. This needs to be fixed”: o In fact Prefunctional Checklists (Section 01814) are able to be downloaded (see
Appendix D). However, by default, MS Word now opens such Rich Text Format (RTF) files that have been generated by a web page as HTML. Once opened, these files can be subsequently resaved in DOCX or other supported file formats. Future enhancements should include an update of the file download format (e.g., PDF).
• “Configure system to support projects outside of CA”: o This request appears to suggest a misunderstanding by the respondent. At present, CX
Assistant does not limit or provide any different results for projects outside of California. However, if any future California-specific enhancements may be made to CX Assistant, they should not break the tool for non-California users (unless it is unavoidable).
This specifications template provides a sample of the HVAC&R COMMISSIONING REQUIREMENTS Specifications Section. These specifications have been developed based upon your specific project input.
In the specifications, notes to the editor will be included in gray boxes, and information that needs to be filled in by the editor will appear in red.
Disclaimer: The files produced by Cx Assistant are not suitable for bidding without prior review by the project's architect or engineer of record. The information is provided to the user as a template that may be modified to suit specific project requirements prior to inclusion in contract documents.
SECTION 01812
HVAC&R COMMISSIONING REQUIREMENTS
PART 1 - GENERAL
1.01 RELATED WORK
A. 01810 "GENERAL COMMISSIONING PROCESSES" lists HVAC&R commissioned systems, and lists other commissioning sections in these Specifications.
1.02 RESPONSIBILITIES
A. HVAC&R Contractors: Participate in the Commissioning process as a commissioning team member as described in Section 01810 and in the Commissioning Plan.
1.03 SUBMITTALS
A. HVAC&R Contractors shall provide submittal documentation relative to commissioning as required in Section __________[Section # for SUBMITTAL PROCEDURES].
PART 2 - PRODUCTS
2.01 TEST EQUIPMENT
A. Refer to Section 01810 Part 2 for Division 15 requirements.
PART 3 - EXECUTION
3.01 COMMISSIONING PROCESS REQUIREMENTS
A. Refer to Section 01810 and the Commissioning Plan for information on meetings, start-up plans, functional testing, operations & maintenance data, training requirements, and other commissioning activities.
3.02 SENSOR CALIBRATION
A. Field-installed temperature, relative humidity, CO2, pressure sensors, pressure gages, and actuators (dampers and valves) shall be calibrated using the methods described below. Calibration procedures are documented during execution of the Start-up Plan on the Prefunctional Checklists. Alternate methods may be used, if approved by the Commissioning Provider.
B. Test instruments shall have had a NIST certified calibration within the last 12 months. Sensors installed in the unit at the factory with provided calibration certification need not be field calibrated.
C. Sensors:
1. Verify that sensor locations are appropriate and away from causes of erratic operation.
2. Verify that sensors with shielded cable are grounded only at one end.
3. For sensor pairs that determine a temperature difference, make sure they are reading within 0.2°F of each other.
4. For sensor pairs that determine a pressure difference, make sure they are reading within 2% of each other.
5. Calibration: Put the equipment in operation. Make a reading with a calibrated test instrument within six inches of the site sensor. Verify that the sensor reading (via the permanent thermostat or gage) is within the tolerance listed in the table below of the instrument-measured value. If not, calibrate or replace sensor.
6. Tolerances:
Sensor Required Tolerance (+/-)
Cooling coil water temps 0.4°F
AHU wet bulb or dew point 2.0°F
Hot water coil 1.5°F
Outside air, space air, duct air temps 0.4°F
Watt-hour, voltage & amperage 1% of design
Pressures, air, water and gas 3% of sensor range (inc. design value)
Flow rates, air 10% of sensor range (inc. design value)
Flow rates, water 4% of sensor range (inc. design value)
Flow rates, natural gas 5% of sensor range (inc. design value)
Relative humidity 4%
CO2 monitor 100 ppm
Sound level 5 Db
3.03 TESTING REQUIREMENTS
A. This section specifies the functional testing requirements for HVAC&R systems and equipment. From these requirements, the Commissioning Provider will develop testing procedures in accordance with Section 01810 and the Commissioning Plan. The test procedures for each piece of equipment or system will contain the information below.
1. Contractor responsibilities for Start-up Plan(s): Must be completed prior to commissioning testing.
2. Contractor responsibilities for executing functional tests
3. A list of equipment & components being tested
4. Functions, modes, and testing conditions
5. Required monitoring
6. Acceptance criteria
7. Sampling strategies allowed
Note to editor: Testing Requirements for each system will need to be inserted below. The testing and requirements for these systems should be similar in scope and nature to the "SAMPLE TESTING REQUIREMENTS" for Heat Pumps shown at the bottom of this page.
B. HVAC equipment including packaged and/or split dx systems testing requirements
Insert testing requirements for HVAC equipment including packaged and/or split dx systems
C. variable air volume (VAV) terminal boxes testing requirements
Insert testing requirements for variable air volume (VAV) terminal boxes
D. building automation sytem (BAS) controlling central HVAC equipment testing requirements
Insert testing requirements for building automation sytem (BAS) controlling central HVAC equipment
END OF SECTION
Note to editor: The following shows sample testing requirements for a packaged or split heat pump unit. The testing and requirements for the other systems listed in Section 3.03 above should be similar in scope and nature to the requirements for this test.
BEGINNING SAMPLE TESTING REQUIREMENT
A. Packaged or Split Heat Pump Unit Testing Requirements
1. Parties Responsible to Execute Functional Test
a. Controls contractor: operate the controls to activate the equipment.
b. CA: to witness, direct and document testing.
2. Prefunctional Checklist ID for Integral Components or Related Equipment Being Tested
a. _____ Air Cooled Condenser and Compressor (fans, coils, condenser, compressors, ducts, VFD)
b. _____ Heat Recovery Coil System (humidifier/evaporative cooling sections)
3. Prerequisites: List the applicable prerequisite checklist items listed in the beginning of Section 01812 on each functional test form and checked off prior to functional testing. The commissioning agent will also spot-check items and calibrations on the prefunctional checklists previously completed by the installer, before the beginning of functional testing.
4. Functions / Modes Required To Be Tested, Test Methods and Seasonal Test Requirements - The following testing requirements are in addition to and do not replace any testing requirements elsewhere in this Division.
ID Function / Mode Test Method3 Required Seasonal Test1
General:
1
Test each sequence in the sequence of operations, and other significant modes and sequences not mentioned; including staHeat Pumpp, shutdown, unoccupied & manual modes and power failure. Test functionality of this piece of equipment or system in control strategies or interlocks that it is associated with.
Manual
In addition to, or as part of (1) above, the following modes or tests are required:
2 Mixed and supply air, and reset temp. control functions
4 supply fan, return Fan, and exhaust fan interlocks
Manual & Monitoring
5 Compressor unloading & condenser fan staging for head pressure control
Manual & Monitoring
6 Demand limiting control (if applicable) Manual & Monitoring Cooling
7 Duct static pressure (SP) control Manual & Monitoring
8 Return or exhaust fan tracking and building SP Manual & Monitoring
9
Variable Frequency Drive (or inlet vanes) operation on supply fan and return fan: modulation to minimum, control system PID, proportional band of speed vs. controlling parameter, constancy of static pressure, verification of program settings, alarms, etc
Manual & Monitoring 2Cooling 2
10 Damper interlocks and correct modulation in modes, including fire and smoke dampers Manual
11 Temperature difference across heating and cooling coils, if specified Manual
12 Verification of minimum OSA quantity and control through varying VAV box positions
Manual or Monitoring Cooling 2
13 Branch duct control damper control Manual
14 Night low and high limit, morning warm-up cycle,
Manual or Monitoring
15 Heat recovery operation Monitoring
16 Verify TAB reported SF flow with control system reading Manual Cooling 2
17 Alarms (low limits, high static, and so on.) Manual
18 Unit heating and cooling capacity tests, optional Manual Cooling 2
19 Heating and cooling EER or COP efficiency tests, optional Design
20 Change over function from heating to cooling and defrost (heat pumps) Manual
21
Sensor and actuator calibration checks on: duct static pressure sensor on units >10 tons, SAT, MAT, OSAT, economizer and RA dampers and other random checks (EMS readout against hand-held calibrated instrument must be within 0.5° F for temps. or within a tolerance equal to 10% of static pressure set-point, with an inclined manometer)
Manual
22 Verify control strategies, schedules and set-points to be reasonable and appropriate
Footnotes: 1 Cooling season, Heating season or Both. "Design" means within 5°of season design (ASHRAE 2 1/2%), or 95% of loading design. A blank cell denotes no special seasonal test is required and that test can be executed during any season, if condition simulation is appropriate. 2Seasonal test not required if seasonal conditions can be adequately simulated. 3Refer to Special Procedures
5. 6. Special Procedures (other equipment to test with, etc.; reference to
function ID) a. Reduced Testing for Smaller Units. For standard
application Units less than 15 tons, the following modifications to the testing requirements apply:
i. Where "Manual and Monitoring" is currently listed, EITHER manual OR monitoring will satisfy the verification requirement.
ii. Testing Modes 6, 8, 11, 13 and 16 is not required. 7. Required Monitoring - Trend points listed below which are control
system monitored points by the controls contractor. Monitor other points by the CA using dataloggers as needed. Refer to the Monitoring section at the beginning of Section 01812 for additional monitoring details.
Point Time Step
(min.)
Minimum Time Period of Trend
Hard Copy
? (Y/N)
ASCII File? (Y/N)
Function Being Tested
For each unit being tested:
RAT 5 5 days incl. weekend Y Y 1-3,5,19
SAT 5 5 days incl. weekend Y Y 1-3,5
CC LAT 5 5 days incl. weekend Y Y 1-3,5
MAT 5 5 days incl. weekend Y Y 1-3,19
Indoor WB or ethalpy 5 5 days incl.
weekend Y Y 1,3
SF speed 5 5 days incl. weekend Y Y 1,5-9
RF Speed 5 5 days incl. weekend Y Y 1,7,9
Building SP differential 5 5 days incl.
weekend Y Y 8
OSAT 5 5 days incl. weekend Y Y All
OSAT - WB or enthalpy 5 5 days incl.
weekend Y Y 1,3
Indoor drybulb at 5 zones 5 5 days incl.
weekend Y Y All
Compressor kW or stage 5 5 days incl.
weekend Y Y 5
Condenser fan kW or stage 5 5 days incl.
weekend Y Y 5
Remarks:
8.
9. Acceptance Criteria (referenced by function or mode ID)
a. For the conditions, sequences and modes tested, the system, integral components and related equipment respond to varying loads and changing conditions and parameters
appropriately as expected, as specified and according to acceptable operating practice.
b. Heat Pump should be able to maintain the SA temperature within 1.0F either side of the deadband of the current set-point without excessive hunting.
c. Heat Pump and controls should control the duct static pressure so that it does not drift more than an amount equal to 10% of the set-point value either side of the deadband without excessive hunting
10. Sampling Strategy for Identical Units
a. Identical Units over 15 tons shall not have any sampling--test units. However, 25% of the units may have monitoring be the verification method for modes listed with "Monitoring" or "Manual and Monitoring" as testing methods, with no less than three units being fully tested per the above requirements.
b. Identical Units equal to or less than 15 tons shall be sampled: Randomly test at least 50% of each group of identical equipment (the 1st sample) per the above tests. In no case test less than three units in each group. If 20% of the units in the first sample fail the functional performance tests, test another the remaining 50%, fully at the contractor's expense. This sampling applies to the testing subsections. That is, if calibration is off on more than 10% of the tested piece of equipment, then another sample shall have calibrations checked, but not other tests need to be done on the second sample.
c. Units not included in the sampling testing and monitoring shall be fully monitored for the monitoring modes listed above in the monitoring section.
END SAMPLE TESTING REQUIREMENT
Note to editor:
The following additional sample specifications are provided as separate files.
1. 01810 - "GENERAL COMMISSIONING PROCESSES" 2. 01811 - "PLUMBING COMMISSIONING REQUIREMENTS" 3. 01813 - "ELECTRICAL COMMISSIONING REQUIREMENTS" 4. 01814 - "PREFUNCTIONAL CHECKLISTS" 5. 01815 - "O&M MANUAL REVIEW AND OPERATOR TRAINING" 6. Commissioning Language for Inclusion in Other Specification Sections
Editor's Note: This specifications template provides a sample of the PREFUNCTIONAL CHECKLISTS Specifications Section. These specifications have been developed based upon your specific project input.
In the specifications, notes to the editor will be included in gray boxes, and information that needs to be filled in by the editor will appear in red.
Disclaimer: The files produced by Cx Assistant are not suitable for bidding without prior review by the project's architect or engineer of record. The information is provided to the user as a template that may be modified to suit specific project requirements prior to inclusion in contract documents.
SECTION 01814
PREFUNCTIONAL CHECKLISTS
PART 1 - GENERAL
1.01 DESCRIPTION
A. This section contains representative Prefunctional Checklists (PC) in a form format. The checklists contain items for Division 15 and 16 contractors for equipment to be commissioned.
contractors to perform. On each checklist, a column is provided that should be filled out by the Contractor assigning responsibility for that line item to a trade. Those executing the checklists are only responsible to perform items that apply to the specific application at hand. These checklists do not take the place of the manufacturer's recommended checkout and start-up procedures or report. Some checklist procedures may be redundant of some checkout procedures that will be documented on typical factory field checkout sheets. Double documenting is required in those cases.
1. Refer to Section 01810 for additional requirements regarding prefunctional checklists, startup and initial checkout. Items that do not apply should be noted along with the reasons on the form. If this form is not used for documenting, one of similar rigor and clarity shall be used. Contractors assigned responsibility for sections of the checklist shall be responsible to see that checklist items by their subcontractors are completed and checked off. "Contr." column or abbreviations in brackets to the right of an item refer to the contractor responsible to verify completion of this item. A/E = architect/engineer, All = all contractors, CA =
commissioning agent, CC = controls contractor, EC = electrical contractor, GC = general contractor, MC = mechanical contractor, SC = sheet metal contractor, TAB = test and balance contractor.
1.02 SAMPLE PREFUNCTIONAL TESTS INCLUDED:
Note to editor: Only two sample tests are included below. The Commissioning Provider should develop a larger group of sample prefunctional tests for use in this section. Sample prefunctional tests that would be beneficial for this project include:
A. packaged dx system with hot water heating B. gas boiler C. heating hot water loop including variable speed pumps, and piping distribution system D. Building Automation System with DDC central controls E. Lighting System controlled by building automation system lighting control functions F. photosensor controls with continous dimming G. occupancy sensor controls in spaces less than 250 square feet H. emergency generator
A. Packaged DX AC or Heat Pump units
B. Lighting Fixtures and Local Controls
1.03 Final Prefunctional Checklists will be developed with the Start-up Plan
PART 2 - GENERAL
2.01 DESCRIPTION
A. This section contains sample Prefunctional Checklists in a form format. Most checklists contain items for contractors from more than one trade. On each checklist, a column is provided that should be filled out by the Contractor assigning responsibility for that line item to a trade.
B. Those executing the checklists are only responsible to perform items that apply to the specific application at hand. These checklists do not take the place of the manufacturer's recommended checkout and start-up procedures or report. Coordinate with Section 01810 Start-up Plan to utilize these checklists.
C. Items that do not apply should be noted along with the reasons on the form. Contractors assigned responsibility for sections of the checklist shall be responsible to see that checklist items by their subcontractors are completed and checked off.
2.02 PREFUNCTIONAL CHECKLISTS
SAMPLE PREFUNCTIONAL CHECKLIST PACKAGED DX AC OR HEAT PUMP UNITS
Packaged DX AC or Heat Pump Unit(s), Unit ID #'s: _____________________ Components Include: ____Supply Fans, ____Return/exhaust Fans, ____coils, ____ valves, ____ VFDs, ____ dampers, ____compressors, ___ condensers
Submittal. The above equipment and systems integral to them are complete and ready for functional testing. The checklist items are complete and have been checked off only by parties having direct knowledge of the event, as marked below, respective to each responsible contractor. This prefunctional checklist is submitted for approval, subject to an attached list of outstanding items yet to be completed. A Statement of Correction will be submitted upon completion of any outstanding areas. None of the outstanding items preclude safe and reliable functional tests being performed. ___ List attached.
_____________________________________________ ___________ Mechanical Contractor Date _____________________________________________ ___________ Controls Contractor Date _____________________________________________ ___________ Electrical Contractor Date _____________________________________________ ___________ Sheet Metal Contractor Date _____________________________________________ ___________ TAB Contractor Date _____________________________________________ ___________ General Contractor Date
Prefunctional checklist items are to be completed as part of startup & initial checkout, preparatory to functional testing.
• This checklist does not take the place of the manufacturer's recommended checkout and startup procedures or report.
• Items that do not apply shall be noted with the reasons on this form (N/A = not applicable, BO = by others).
• If this form is not used for documenting, one of similar rigor shall be used. • Contractors assigned responsibility for sections of the checklist shall be responsible to see
that checklist items by their subcontractors are completed and checked off. • "Contr." column or abbreviations in brackets to the right of an item refer to the contractor
responsible to verify completion of this item. A/E = architect/engineer, All = all contractors, CA = commissioning agent, CC = controls contractor, EC = electrical contractor, GC = general contractor, MC = mechanical contractor, SC = sheet metal contractor, TAB = test and balance contractor.
Approvals. This filled-out checklist has been reviewed. Its completion is approved with the exceptions noted below.
_____________________________________________ ___________ Commissioning Agent Date _____________________________________________ ___________ Owner's Representative Date
2. Requested Documentation Submitted
Equipment Tag--> Contr.
Manufacturer's cut sheets
Performance data (fan curves, coil data, etc.)
Installation and startup manual and plan
Sequences and control strategies
O&M manuals
Documentation complete as per contract documents per given trade… ____Yes ____No
3. Model Verification [Contr. = ______ ] 1 = as specified, 2 = as submitted, 3 = as installed. Check if Okay. Enter Note number if deficient.
Equip Tag --->
1 Manuf. 2 3
1 Model # 2 3
Serial # 3
Cooling 1 Capacity 2 (total Kbtu/h) 3
Supply Fan 1 Capacity 2
3
Return/ 1 Exhaust Fan 2 Capacity 3
VFD 1 or Inlet 2 Vanes 3
The equipment installed matches the specifications for a given trade… ____Yes ____No
4. Installation Checks Check if Okay. Enter N/A is not applicable. Enter Note number if deficient.
Check Equip Tag-->
Contr.
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 to housing
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 (See calibration section below)
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 to housing--construction filters removed
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)
Sound attenuators installed
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 (see section below)
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, pneumatic tubing and wiring complete
VFD
VFD powered (wired to controlled equipment)
VFD interlocked to control system
Static pressure or other controlling sensor properly located and per drawings and calibrated (see Section 6)
Static pressure or other controlling sensor calibrated
Drive location not subject to excessive temperatures
Drive location not subject to excessive moisture or dirt
Drive size matches motor size
Internal setting designating the model is correct
Motor FLA setting represents 100% to 105% of motor FLA rating
Appropriate Volts vs Hz curve is being used
Accel and decel times are around 10-50 seconds, except for special applications. Actual decel:_________, Accel:__________
Lower frequency limit at 0 for VAV fans. Actual: ______________
Upper frequency limit set at 100%, unless explained otherwise
Unit is programmed with full written programming record submitted
RPM readout in BAS verified with VFD readout
TAB
Installation of system and balancing devices will allow balancing to be done per specified NEBB or AABC procedures & contract docs
Final
Safeties installed and safe operating ranges are established
Functional test procedures for this equipment reviewed and approved by installing contractor
If unit is started and will be running during constructdion: 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.
Checklist items of Part 4 are all successfully completed for given trade… ____Yes ____No
5. Operational Checks (These augment mfr's list. This is not a functional performance test) Check if Okay. Enter N/A is not applicable. Enter Note number if deficient.
Check Equip Tag-->
Contr.
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 in cell, all three phase voltages. Imbalance less than 2%?
Compressor 2 Phase: (%Imbalance = 100 x (avg. - lowest) / avg.)Record in cell, all three phase voltages. Imbalance less than 2%?
Record full load running amps for each compressor. _____rated FL amps x ______srvc factor = _______ (Max amps). Running less than max?
Record full load running amps for each condenser fan. _____rated FL amps x ______srvc factor = _______ (Max amps). Running less than max?
Fans > 5 hp Phase Checks: (% impalance = 100 x (avg. - lowest) / avg.) List fan & record all 3 voltages in cell. Imbalance less than 2%?
Record full load running amps for each fan. _____rated FL amps x ______srvc factor = _______ (Max amps). Running less than max?
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 (follow procedure in Calibration and Leak-by Test Procedures). List dampers checked:
Valves stroke fully and easily and spanning is calibrated (follow procedure in Calibration and Leak-by Test Procedures). List each actuated valve here when spanned:
Valves verified to not be leaking through coils when closed at normal operating pressure (follow procedure in Calibration and Leak-by Test Procedures).
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
Checklist items of Part 5 are all successfully completed for given trade… ____Yes ____No
6. Sensor and Actuator Calibration [Contr. = ______ ] All field-installed temperature, relative humidity, CO, CO2 and pressure sensors and gages, and all actuators (dampers and valves) on this piece of equipment shall be calibrated using the methods and tolerances given in the Calibration and Leak-by Test Procedures document. All test instruments shall have had a certified calibration within the last 12 months: Y/N______. Sensors installed in the unit at the factory with calibration certification provided need not be field calibrated.
Sensor or Actuator & Location
Location OK 1st
Gage or BAS Value
Instr. Meas'd Value
Final Gage or BAS Value PassY/N?
Gage reading = reading of the permanent gage on the equipment. BAS = building automation system. Instr. = testing instrument. Visual = actual observation. The Contractor's own sensor check-out sheets may be used in lieu of the above, if the same recording fields are included and the referenced procedures are followed.
All sensors are calibrated within required tolerances … ____Yes ____No
-- END OF SAMPLE PREFUNCTIONAL TEST--
SAMPLE PREFUNCTIONAL CHECKLIST LIGHTING FIXTURES AND LOCAL CONTROLS
Lighting Fixtures and local controls, ____ Entire Blg, ____ Floor 1. Submittals / Approvals Submittal. The above equipment and systems integral to them are complete and ready for functional testing. The checklist items are complete and have been checked off only by parties having direct knowledge of the event, as marked below, respective to each responsible contractor. This prefunctional checklist is submitted for approval, subject to an attached list of outstanding items yet to be completed. A Statement of Correction will be submitted upon completion of any outstanding areas. None of the outstanding items preclude safe and reliable functional tests being performed. ___ List attached.
_____________________________________________ ___________ Electrical Contractor Date _____________________________________________ ___________ General Contractor Date
Prefunctional checklist items are to be completed as part of startup & initial checkout, preparatory to functional testing.
• This checklist does not take the place of the manufacturer's recommended checkout and startup procedures or report.
• Items that do not apply shall be noted with the reasons on this form (N/A = not applicable, BO = by others).
• If this form is not used for documenting, one of similar rigor shall be used. • Contractors assigned responsibility for sections of the checklist shall be responsible to see
that checklist items by their subcontractors are completed and checked off. • "Contr." column or abbreviations in brackets to the right of an item refer to the contractor
responsible to verify completion of this item. A/E = architect/engineer, All = all contractors, CA = commissioning agent, CC = controls contractor, EC = electrical contractor, GC = general contractor, MC = mechanical contractor, SC = sheet metal contractor, TAB = test and balance contractor.
Approvals. This filled-out checklist has been reviewed. Its completion is approved with the exceptions noted below.
_____________________________________________ ___________ Commissioning Agent Date _____________________________________________ ___________ Owner's Representative Date
O&M manuals Documentation complete as per contract documents per given trade… ____Yes ____No
3. Model Verification - Lighting Controls [Contr. = ______ ] 1 = as specified, 2 = as submitted, 3 = as installed. Check if Okay. Enter Note number if deficient.
Type of Controller
--->
1
Manuf. 2 3
1 Model # 2 3
Serial # 3
1 Capacity 2 3
The equipment installed matches the specifications for a given trade… ____Yes ____No
4. Installation Checks Check if Okay. Enter N/A if not applicable. Enter Note number if deficient.
Check Zone-->
Contr.
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 (attached recommendations to this checklist)
Lighting control is calibrated per manufacturer checklist
Dimming photosensor controls: Lighting
control is calibrated to meet the required illumination level (see attached design team requirements)
Checklist items of Part 4 are all successfully completed for given trade… ___Yes ____No
-- END OF SAMPLE PREFUNCTIONAL TEST--
END OF SECTION
Note to editor:
The following additional sample specifications are provided as separate files.
1. 01810 - "GENERAL COMMISSIONING PROCESSES" 2. 01811 - "PLUMBING COMMISSIONING REQUIREMENTS" 3. 01812 - "HVAC&R COMMISSIONING REQUIREMENTS" 4. 01813 - "ELECTRICAL COMMISSIONING REQUIREMENTS" 5. 01815 - "O&M MANUAL REVIEW AND OPERATOR TRAINING" 6. Commissioning Language for Inclusion in Other Specification Sections
