HVAC Commissioning Checklist Form PDF Details

Getting your HVAC system up and running properly requires an efficient and thorough commissioning process. A key part of the overall commissioning procedure is ensuring all parts have been tested, inspected and verified according to the manufacturer's specifications – that is where a detailed HVAC Commissioning Checklist Form comes into play. This checklist form helps you note which components have been checked off, as well as any issues or repairs that need to be made before the unit goes live or undergoes its first turn-on event. With this comprehensive guide, we’ll go over what exactly should be on your HVAC Commissioning Checklist Form in order for it to meet current industry standards; read on for more details!

QuestionAnswer
Form NameHVAC Commissioning Checklist Form
Form Length2 pages
Fillable?No
Fillable fields0
Avg. time to fill out30 sec
Other namesCommissioning Checklist Form for HVAC, Energy Star HVAC Commissioning Checklist Form, HVAC Equipment Commissioning Checklist Form

Form Preview Example

HVAC Commissioning Checklist 1, 2

ENERGY STAR Certified Homes, Version 3 / 3.1 (Rev. 08)

HVAC Commissioning Contractor Responsibilities:

The commissioning contractor must be credentialed by an HVAC oversight organization to complete this checklist. One checklist must be completed and signed by the commissioning contractor for each HVAC system that is commissioned.

The completed checklist for each commissioned system, along with the corresponding HVAC Design Report, shall be retained by the contractor for quality assurance purposes. Furthermore, the contractor shall provide the completed checklist to the builder, the Home Energy Rater responsible for certifying the home, and the HVAC oversight organization upon request.

Visit www.energystar.gov/newhomeshvac for information about the credential requirement and this checklist.

1. Commissioning Overview

 

1.1

Contractor name____________________________

Contractor company________________________________

Date___________

 

 

1.2

Organization that your company is credentialed with:

 

ACCA

 

Advanced Energy

NYSERDA

 

 

 

 

 

 

 

1.3

Builder client name: __________________________________________________________________________

 

 

 

 

 

 

 

 

 

 

1.4

Home address: __________________________________

City: __________________________

State: ______ Zip code: ________

 

 

1.5

HVAC Design Report corresponding to this system has been collected from designer or builder.

 

 

Contractor-verified

 

 

 

 

 

1.6

Area that system serves, per Item 1.4 of HVAC Design Report: Whole-house

Upper-level

Lower-level Other ______________

 

 

1.7

House plan, per Item 1.6 of HVAC Design Report:_____________________________ Site-specific design

Group design #: ________

 

 

 

 

 

 

 

 

 

 

 

 

2. Refrigerant Charge - Run system for 15 minutes before testing. If outdoor ambient temperature at the condenser is < 55°F or,

 

 

Contractor

 

 

N/A

 

 

 

if known, below the manufacturer-recommended minimum operating temperature for the cooling cycle, then the system shall include

 

 

 

 

 

 

 

 

Verified

 

 

 

 

 

a TXV, the outdoor temperature shall be recorded in Item 2.1, and the contractor shall check “N/A” in this Section. 3

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

2.1

Outdoor ambient temperature at condenser:

 

 

 

________ °F DB

 

 

 

 

 

-

 

-

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

2.2

Return-side air temperature inside duct near evaporator, during cooling mode:

________ °F WB

 

 

 

 

 

-

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

2.3

Liquid line pressure:

 

 

 

 

________ psig

 

 

 

 

 

-

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

2.4

Liquid line temperature:

 

 

 

 

________ °F DB

 

 

 

 

 

-

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

2.5

Suction line pressure:

 

 

 

 

________ psig

 

 

 

 

 

-

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

2.6

Suction line temperature:

 

 

 

 

________°F DB

 

 

 

 

 

-

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

For System with Thermal Expansion Valve (TXV):

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

2.7

Condenser saturation temperature:

_____

°F DB

(Using Item 2.3)

 

 

 

 

 

 

 

-

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

2.8

Subcooling value:

_____

°F DB

(Item 2.7 - Item 2.4)

 

 

 

 

 

 

 

-

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

2.9

OEM subcooling goal:

_____

°F DB

 

 

 

 

 

 

 

 

 

-

 

 

 

 

 

 

°F DB (Item 2.8 Item 2.9)

 

 

 

 

 

 

 

 

 

 

 

 

 

2.10 Subcooling deviation:

_____

 

 

 

 

 

 

 

-

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

For System with Fixed Orifice:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

2.11 Evaporator saturation temperature:

____

°F DB

(Using Item 2.5)

 

 

 

 

 

 

 

-

 

 

 

 

 

 

 

(Item 2.6 Item 2.11)

 

 

 

 

 

 

 

 

 

 

 

 

2.12 Superheat value:

____

°F DB

 

 

 

 

 

 

-

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

2.13 OEM superheat goal:

____

°F DB

(Using superheat tables and Items 2.1 & 2.2)

 

 

 

 

-

 

 

 

 

 

 

 

(Item 2.12 Item 2.13)

 

 

 

 

 

 

 

 

 

 

 

 

2.14 Superheat deviation:

____

°F DB

 

 

 

 

 

 

-

 

 

 

 

2.15 Item 2.10 is ± 3°F or Item 2.14 is ± 5°F

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

2.16 An OEM test procedure (e.g., as defined for a ground-source heat pump) has been used in place of the sub-cooling or

 

 

 

 

 

 

 

super-heat process and documentation has been attached that defines this procedure

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

3. Indoor HVAC Fan Airflow

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

3.1

The mode with the higher design HVAC fan airflow used, per Item 5.2 of HVAC Design Report:

Heating

Cooling

 

-

 

 

 

 

 

 

 

 

 

 

 

 

 

 

3.2

Static pressure test holes have been created, and test hole locations are well-marked and accessible.

 

 

 

 

-

 

 

 

 

Test hole location for return external static pressure: Plenum Cabinet Transition Other: ____________

 

 

 

 

 

 

 

 

 

 

 

 

 

-

 

-

 

 

 

 

Test hole location for supply external static pressure: Plenum Cabinet Transition Other: ____________

 

 

 

 

 

 

 

 

 

 

 

 

 

-

 

-

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

3.3

Measured return external static pressure (Enter value only, without negative sign): ______ IWC

 

 

 

 

 

 

-

 

-

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

3.4

Measured supply external static pressure (Enter value only, without positive sign): ______ IWC

 

 

 

 

 

 

-

 

-

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

3.5

Measured total external static pressure =

Value-only from Item 3.3 + Value-only from Item 3.4 =

___________ IWC

 

 

 

-

 

-

 

 

 

 

 

 

 

 

 

 

 

 

 

 

3.6

Measured (Item 3.5) - Design (Item 5.4 on HVAC Design Report) total external static pressure = __________ IWC

 

 

 

-

 

-

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

3.7

Measured HVAC fan airflow, using Item 3.5 and fan speed setting:

_______ CFM

 

 

 

 

 

 

-

 

-

 

 

 

 

 

 

 

 

 

 

 

 

 

3.8

Measured HVAC fan airflow (Item 3.7) is ± 15% of design HVAC fan airflow (Item 5.2 on HVAC Design Report)

 

 

 

-

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

4. Air Balancing of Supply Registers & Return Grilles (Recommended, but not Required) 4

 

 

 

 

 

 

 

 

 

 

 

 

4.1

Balancing report attached with room-by-room design airflows from Item 5.5 on HVAC Design Report, and contractor-

 

 

 

 

 

 

 

measured airflow using ANSI / ACCA 5 QI-2015 protocol

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

4.2

Room-by-room airflows verified by contractor to be within the greater of ± 20% or 25 CFM of design airflow

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Required for homes permitted 5 starting 07/01/2016

Revised 07/01/2015

 

 

 

 

 

 

 

Page 1 of 2

 

HVAC Commissioning Checklist 1, 2

ENERGY STAR Certified Homes, Version 3 / 3.1 (Rev. 08)

Footnotes

1.This Checklist is designed to align with the requirements of ANSI / ACCA’s 5 QI-2015 protocol, thereby improving the performance of HVAC equipment in new homes when compared to homes built to minimum code. However, these features alone cannot prevent all ventilation, indoor air quality, and HVAC problems (e.g., those caused by a lack of maintenance by occupants). Therefore, this Checklist is not a guarantee of proper ventilation, indoor air quality, or HVAC performance.

This Checklist applies to split air conditioners, unitary air conditioners, air-source heat pumps, and water-source (i.e., geothermal) heat pumps up to 65 kBtuh with forced-air distribution systems (i.e., ducts) and to furnaces up to 225 kBtuh with forced-air distribution systems (i.e., ducts). All other permutations of equipment (e.g., boilers, mini-split / multi-split systems) and distribution systems are exempt.

2.For a home certified in the State of ID, MT, OR, or WA, the following alternatives and exemptions apply:

a.For a home with an air-source heat pump up to 65 kBtuh with a forced-air distribution system (i.e., ducts), the contractor is permitted to complete the 2011 PTCS® Commissioned Heat Pump Certificate and Startup Form in lieu of this Checklist.

b.For a home with a split air conditioner or unitary air conditioner up to 65 kBtuh with a forced-air distribution system (i.e., ducts), the contractor is permitted to complete the Northwest Central AC Commissioning & Startup Form in lieu of this Checklist.

c.For a home in a location with < 600 CDD, the completion of this Checklist is recommended, but not required.

3.Either factory-installed or field-installed TXV’s may be used. For field-installed TXV’s, ensure that sensing bulbs are insulated and tightly clamped to the vapor line with good linear thermal contact at the recommended orientation, usually 4 or 8 o’clock.

4.Air balancing of supply registers and return grilles is highly recommended to improve the performance of the HVAC system and comfort of the occupants, but is not required at this time for certification. When air balancing is completed, balancing dampers or proper duct sizing shall be used instead of looped or coiled ductwork to limit flow to diffusers. When balancing dampers are used, they shall be located at the trunk to limit noise unless the trunk will not be accessible when the balancing process is conducted. In such cases, Opposable Blade Dampers (OBD) or dampers located in the duct boot are permitted to be used.

5.This Revision of the HVAC Commissioning Checklist is required to certify all homes permitted after 07/01/2016, but is allowed to be used for any home permitted or completed prior to this date. The Home Energy Rater certifying the home may define the ‘permit date’ as either the date that the permit was issued or the date of the contract on the home. In cases where permit or contract dates are not available, Providers have discretion to estimate permit dates based on other construction schedule factors.

Required for homes permitted 5 starting 07/01/2016

Revised 07/01/2015

Page 2 of 2

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1. It is very important fill out the Commissioning Checklist Form for HVAC properly, thus be attentive while filling in the areas including these particular blank fields:

The way to fill out HVAC Equipment Commissioning Checklist Form part 1

2. Right after filling in this section, go to the subsequent step and fill in the necessary details in all these fields - OEM subcooling goal Subcooling, Evaporator saturation temperature, Superheat value, OEM superheat goal, Superheat deviation, F DB Using Item F DB Item Item, Item is F or Item is F, An OEM test procedure eg as, superheat process and, Indoor HVAC Fan Airflow The mode, Static pressure test holes have, Test hole location for return, Measured return external static, Measured supply external static, and Measured HVAC fan airflow using.

OEM subcooling goal   Subcooling, Superheat value, and Measured return external static inside HVAC Equipment Commissioning Checklist Form

Be extremely mindful when filling out OEM subcooling goal Subcooling and Superheat value, because this is where most people make a few mistakes.

3. The following segment will be about Measured HVAC fan airflow Item, measured airflow using ANSI ACCA, Roombyroom airflows verified by, Revised, and Page of - fill in each of these blank fields.

Guidelines on how to fill out HVAC Equipment Commissioning Checklist Form step 3

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