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Commissioning Checklist Template


A commissioning checklist is used to assess the systems within a building to determine the equipment efficiency. If repairs or maintenance are required on the building's HAVC, pumping, or piping systems note them down here. The template includes the following categories:

  • • HAVC systems
  • • Pumping systems
  • • Piping systems
  • • Lighting systems
  • • Installation
  • • Electrical
  • • Controls
  • • Operation

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Commissioning Checklist Template

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
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