SJEIC CX Test Procedures Rev 08082014

COMMISSIONING
TESTS
SAN JOSE ENVIRONMENTAL INNOVATION CENTER
Revised 08082014
GRD Energy Inc.

Commissioning Authority
5710 Paradise Drive
Corte Madera, CA 94925
Contents
PART 1 - Introduction to Testing 5
1.1 Objectives .................................................................................................. 6
1.2 Standards and Compliance ........................................................................ 7
1.3 Project Guidelines ..................................................................................... 7
1.4 Test Organization ...................................................................................... 7
1.5 Testing Goals ............................................................................................. 7
1.6 The Testing Process .................................................................................. 8
Illustration 1.6A, Testing Phase Flowchart 8
1.7 Basic Testing Terminology......................................................................... 9
1.8 Impacts, Precautions and Contingencies ................................................... 9
1.9 Prerequisites to Functional Testing ......................................................... 10
1.10 Test Participants ...................................................................................... 11
1.11 Tools and Equipment ............................................................................... 11
1.12 Schedule of Commissioned Equipment ................................................... 13
1.13 How to Execute the Tests ...................................................................... 14
Illustration 1.13.C, Test Prompts 14
Illustration 1.13.D, Expected and Unexpected Results 15
Illustration 1.13.E, Tracking Comments During Testing 16
1.14 Cx Testing Abbreviations and Symbols ................................................... 17
1.15 Safety of Personnel, Tests and Equipment............................................... 21
Form 1.15, Safety and Fairness Compliance Sign Off 21
1.16 Required Test Form Information ............................................................ 22
1.17 Data Entry, Witnessing and Sign-Offs ..................................................... 22
1.18 Test Certification, Opposite Season Testing and Re-commissioning ..... 22
1.19 Commissioning Test Submittals............................................................... 23
PART 2 - Sequences of Operation 24

2.1 Air Handler AH-1 .................................................................................... 25
2.2 Air Handler AH-2 .................................................................................... 29
2.3 Air Handler AH-3 .................................................................................... 33
2.4 Cooling Tower ......................................................................................... 37
2.5 Chiller Plant ............................................................................................. 39
2.6 Refrigerant Detection System .................................................................. 41
2.7 Hot Water System.................................................................................... 42
2.8 Exhaust Fans ............................................................................................ 45
PART 3 - Scheduling and Occupancy 46

3.1 Scheduling – Normal Occupancy Mode .................................................. 47
47
3.2 Scheduling – Enhanced Scheduling Features ............................................ 48
3.3 Scheduling – Holiday Scheduling.............................................................. 49
PART 4 - Graphics, Trends and Alarms 50

4.1 Graphics – Sampling of Accuracy ............................................................ 51
4.2 Graphics – Content and Navigation ........................................................ 53
4.3 Trending - Recommendations & Worksheet .......................................... 55
4.4 Alarms - Recommendations & Worksheet ............................................. 58
GRD Energy, Commissioning Authority  ii

PART 5 - Air Handling Units 64
5.1 Air Handling Units – BMS Input/Output Verifications ............................ 65
5.2 Air Handling Units – BMS Digital Input (DI) Tests.................................. 66
5.3 Air Handling Units – BMS Analog Input (AI) Tests ................................. 67
5.4 Air Handling Units – BMS Digital Output (DO) Tests ............................ 68
5.5 Air Handling Units – BMS Analog Output (AO) Tests ........................... 69
5.6 Air Handling Units – BMS Analog Input (AI) Calibrations ...................... 70
5.7 Air Handling Units – BMS Air Sensor Comparison Test ........................ 71
5.8 Air Handling Units – BMS Setpoint Verifications .................................... 72
5.9 Air Handling Units – Unoccupied/Occupied Mode ................................. 73
5.10 Air Handling Units – Smoke Detector/Fire Alarm Shutdown................. 74
5.11 Air Handling Units – VFD Verifications ................................................... 75
5.12 AHU Control – Setpoint Verification and Control................................. 76
5.13 AHU Control – Switching Modes ........................................................... 77
5.14 AHU Control – CO2 Setpoint Verification and Control ....................... 79
PART 6 - Fan Coil Units (Cooling Only) 80

6.1 Fan Coil Units – BMS Input/Output Verifications ................................... 81
6.2 Fan Coil Units – BMS Digital Input (DI) Tests ........................................ 82
6.3 Fan Coil Units – BMS Analog Input (AI) Tests ........................................ 83
6.4 Fan Coil Units – BMS Digital Output (DO) Tests................................... 84
6.5 Fan Coil Units – BMS Analog Output (AO) Tests .................................. 85
6.6 Fan Coil Units – BMS Analog Input (AI) Calibrations ............................. 86
6.7 Fan Coil Units – BMS Setpoint Verifications ........................................... 87
6.8 Fan Coil Units – Unoccupied/Occupied Mode........................................ 88
6.9 Fan Coil Units – HOA Verifications ........................................................ 89
6.10 Fan Coil Units – Setpoint Verification and Control ................................ 90
6.11 Fan Coil Units – Condensate Drains and/or Pumps ............................... 91
PART 7 - Zone Control 92

7.1 Zone Control – Unoccupied/Occupied Mode Verification .................... 93
7.2 VAV Control – Setpoint Verification and Control.................................. 94
PART 8 - Exhaust Fans 95

8.1 Exhaust Fans – Start/Stop Verifications, via Local ................................... 96
8.4 Exhaust Fans – Temperature Operation ................................................. 99
PART 9 - Chilled Water System 100

9.1 Main CHW System – BMS Input/Output Verifications ......................... 101
9.2 Main CHW System – BMS Digital Input (DI) Tests .............................. 103
9.3 Main CHW System – BMS Analog Input (AI) Tests .............................. 104
9.4 Main CHW System – BMS Digital Output (DO) Tests......................... 105
9.5 Main CHW System – BMS Analog Output (AO) Tests ........................ 106
9.6 Main CHW System – BMS Analog Input (AI) Calibrations ................... 107
9.7 Main CHW System – BMS H2O Sensor Comparison Test .................. 108
9.8 Main CHW System – BMS Setpoint Verifications ................................. 109
9.9 Main CHW System – Unoccupied/Occupied Mode.............................. 110
9.10 Main CHW System – Chiller Interlocks ................................................ 111
9.11 Main CHW System – Setpoint Verification and Control ...................... 112
9.12 Main CHW System – VFD Verifications ............................................... 113
GRD Energy, Commissioning Authority  iii

9.13 Main CHW System – Pump Lead/Lag.................................................... 114
9.14 Main CHW System – Enable the Plant .................................................. 115
PART 10 - Refrigerant Monitoring System 116

10.1 Refrigerant Monitoring System – Scheduling......................................... 117
10.2 Refrigerant Monitoring System – Alarms & Interlock ........................... 118
PART 11 - Heating Hot Water System 120

11.1 HW Heating System – BMS Input/Output Verifications ....................... 121
11.2 HW Heating System – BMS Digital Input (DI) Tests ............................ 122
11.3 HW Heating System – BMS Analog Input (AI) Tests ............................ 123
11.4 HW Heating System – BMS Digital Output (DO) Tests ....................... 124
11.5 HW Heating System – BMS Analog Output (AO) Tests ...................... 125
11.6 HW Heating System – BMS Analog Input (AI) Calibrations ................. 126
11.7 Heating HW Pump – VFD Verifications ................................................ 127
11.8 Heating Hot Water – Start/Stop Verifications ...................................... 129
11.9 Heating Hot Water – Setpoint Verification and Control ..................... 130
11.10 Heating Hot Water – Pump Lead/Lag ................................................... 131
11.11 Heating Hot Water – Enable the Plant ................................................. 133
PART 12 - TAB Verifications 134

12.1 TAB Verification – HVAC Unit, Airside ................................................ 135
12.2 TAB Verification – AHU, Diffusers ....................................................... 136
12.3 TAB Verification – VAV Box ................................................................. 137
12.4 TAB Verification – Exhaust/Supply Fan, Airside .................................... 138
12.5 TAB Verification – Heating Hot Water System .................................... 139
12.6 TAB Verification – Chilled Water System ............................................ 140
PART 13 - Domestic Hot Water System 142

13.1 Domestic Hot Water – Start/Stop Verifications ................................... 143
13.2 Domestic Hot Water Verification......................................................... 144
13.3 Domestic Hot Water – Temperature Verification ............................... 145
PART 14 - HVAC Integrated Tests 146

14.1 Integrated Testing – Introduction ......................................................... 147
Contact List, Functional Testing Phase 147
14.2 Integrated Test – Global Occupancy..................................................... 148
14.3 Integrated Test – Stability in Cooling Mode .......................................... 150
14.4 Integrated Test – Stability in Heating Mode .......................................... 152
14.5 Integrated Test – Global – Building Optimum Start ............................. 155
GRD Energy, Commissioning Authority  iv

Commissioning Test Procedures
San Jose Environmental Innovation Center
PART 1 - Introduction to Testing
GRD Energy, Commissioning Authority  5

1.1 Objectives
What is
The purpose of commissioning this project is to
Commissioning?
provide the Owners and facility operators with a high
level of assurance that the mechanical, electrical, and
Building commissioning temperature control systems are installed in the
provides documented appropriate manner that is in compliance with the
confirmation that building design intent. This process is not to diminish the
systems function according to responsibility of the system designers or installers, nor
criteria set forth in the project is it intended to be a redundant testing or inspection
documents to satisfy the function.
owner’s operational needs. [1]
Commissioning is performed to complement the efforts of the designers, installers, contractors and
the construction manager, enhancing the quality of the systems and aiding in their orderly transfer to
the Owner. Commissioning tests the operation of the building equipment and systems to ensure they
operate as intended; and can satisfactorily meet the needs of the building throughout the entire range
of operating conditions.
Commissioning documents system performance parameters to help facilitate fine-tuning of control

sequences and operational procedures, and to assist in future troubleshooting.
The anticipated benefits of successfully commissioning this project are that the
Owner/Operator will receive systems that perform at or above the expected level, with reduced
operation and maintenance costs and increased overall facility performance.
[1] Source: Building Commissioning Association website, http://www.bcxa.org/
For more information
about the
commissioning
process, please refer
to the
Commissioning Plan

1.2 Standards and Compliance

The commissioning process for this project is designed, and to be documented and performed in
accordance with one or more the following commissioning guidelines:
 The Building Commissioning Associations (BCA) “Essential Attributes of Building

Commissioning” (version 4/14/99)
 ASHRAE Commissioning Guidelines 0 and 1
 Association of Energy Engineers (AEE) “Functional Testing Guide”
1.3 Project Guidelines

The following documents are utilized during the commissioning process:
A. Owner’s Project Requirements (OPR) *

B. Basis of Design (BOD) *
C. Construction Drawings and Specifications
D. The Commissioning Plan *
E. Specified and/or approved Sequences of Operation
F. Approved relevant submittals
G. Approved relevant Change Orders
* Required for LEED projects
1.4 Test Organization

Commissioning tests are generally organized in a manner that follows the natural flow of the
commissioning process: inspections and verifications come first, followed by more complex testing.
A. Introduction – Important instructional information regarding the testing process

B. Sequences of Operation
C. Pre-Functional Tests
D. Functional Tests
E. Integrated Tests, if applicable
F. Pull-the-Plug Tests, if applicable
G. Optional Appendices and Worksheets
See the Section titled “Basic Testing Terminology” for definitions of these terms.
1.5 Testing Goals

A. Verify that equipment operates per the specified sequence of operation
B. Verify that controls are tuned to assure responsiveness and stability
C. Verify that specified setpoints are correctly programmed and are being achieved
D. Verify that systems perform as intended by the design documents
E. Verify that recovery from failure is timely and correct

1.6 The Testing Process
Illustration 1.6A, Testing Phase Flowchart
Start of Testing Phase
develops plan, checklists and
Functional Test Procedures
(FTPs)
Modifications as
necessary
Owner’s representative,
designer, and contractors review
documentation
reviews and supplements
contractors’ pre-functional &
start-up documents
Contractors perform final

system review, complete pre-
functional test documents
Start-up witnessing, Design deficiency
as required corrected by
design team
Construction deficiency
completes pre-functional test
corrected by contractor
system review
Commissioning team
troubleshoots systems not
finalizes functional test schedule
complying
Contractors / Commissioning
GC / CM issues
Authority perform functional
Notice of Readiness
testing
Commissioning Authority writes

final report
End of Testing Phase

1.7 Basic Testing Terminology

A. Pre-Functional Tests (PFT) – these checkouts verify that various components and elements of
the systems are ready for functional testing. "Pre" testing indicates BEFORE functional testing.
PFTs can include start-up tests/reports, I/O testing forms, calibration worksheets and more.
PFTs are sometimes called System Verification Checklists (SVCs).
PFTs are typically performed by the contractor/subcontractor and verified by the CxA via
spot-sampling. A 10% sampling rate is typically used, and if a high rate of failure occurs, a
second 10% sampling occurs. If there is a continued high rate of failure, 100% sampling occurs,
usually at additional cost to the contractor/subcontractor.
The completion of this phase of testing is one of the pre-requisites for Functional Testing.
B. Functional Test Procedures (FTPs) also referred to as Functional Performance Tests (FPTs) -
tests that verify that the various installed components/elements work together as a cohesive
system. This phase tests system performance as well as the sequences of operations (SOO).
C. Integrated Testing signifies the testing of various systems, relative to each other. For example,
does the fire alarm system provide a cross-system signal to shut down the air handler during a
fire emergency? While sometimes included as a separately labeled set of tests, Integrated
Testing is often a built-in component of Functional Testing.
D. Pull-the-Plug Testing indicates a test or series of tests that verify performance of various
systems during a power failure, during emergency power mode, and during a restoration-to-
normal power mode. Typically performed in critical applications or on critical systems.
E. Pass/Fail (P/F) - test results are typically evaluated based on a simple Pass or Fail system. Notes
and comments regarding either failures or other relevant information are recorded in the
comments section of the test procedures. OPEN issues are typically transferred to and
tracked in the Commissioning Issues Log.
1.8 Impacts, Precautions and Contingencies

A. Coordination – Do not begin or perform any test that will impact critical operations, unless
the test plan has been thoroughly coordinated and approved in advance.
B. Contingency Plan – When performing critical tests, develop a back-up plan if something goes
wrong, and distribute to all team members, for review, prior to beginning the test.
C. Communication – Verify that all team members understand their role, where they are to be
stationed, and that each critical person/team leader can properly communicate (walkie-talkies,
cell phone, need a reliable signal). Provide written instructions, as needed.
D. Red Flag – Depending on the critical nature or size of the test, designate a senior team
member exclusively authorized to alarm or ‘red flag’ the test to immediately cease.
E. Trending – Trend all tests and print to PDFs. Capture graphic screen shots as needed.

1.9 Prerequisites to Functional Testing

A. All equipment being tested is in full automatic control, as specified
B. System programming is complete for the systems being tested
C. Testing by manufacturer’s representatives and/or technicians has verified that:
1. Controlled devices function as specified

2. Sensors and controls are calibrated, and have sensitivities, deadbands, time delays, etc.
set-up to meet the design document’s requirements
3. All systems are in automatic
4. The Commissioning Authority has pre-approved anything that is in a manual override
mode
5. Schedules and setpoints are set to meet the design intent and/or the Owner’s
requirements
6. The correct and approved sequences of operation are programmed and fully verified
7. All systems are tuned for stable, accurate and responsive control
8. Programming is complete, including verification of correct input/output paths
9. Setpoints, deadbands, PID loops and alarms (including levels and deadbands) have been
fully verified and documented
10. Trends are fully operational, and programmed for the correct interval of 15 minutes
(adj.) and/or change-of-state (COS)/change-of-value (COV)
11. Front end graphics are fully operational, and correct assignments have been verified
D. Testing, Adjusting and Balancing (TAB) is complete, and draft or final reports of the applicable
systems have been submitted to the design engineer and the Commissioning Authority
E. Start-up Reports, System Verification Checklists, Input/Output Checkouts, etc., have been
submitted to the design engineer and the Commissioning Authority
The applicable prerequisites apply to ALL commissioned systems (HVAC, BMS, lighting, domestic hot
water, etc.). In other words, these prerequisites would typically apply to the BMS contractor, but in
the case of lighting controls, trending might not be possible, while other prerequisites would be
possible (such as item E.).

1.10 Test Participants
Test %
Participant Phase Needed
Commissioning Authority All 100%
Building Automation System Technician BMS/Mech 100%
Mechanical Sub-contractor Mech 100%
Electrical Sub-contractor Lighting 100%
Testing, Adjusting, Balancing (TAB) Sub-contractor
– sampling only TAB 10-20%
Owner's Representative (O&M staff) All [1]
[1] Owner Representative not required, but recommend at least partial presence during Cx.
1.11 Tools and Equipment

During testing, contractors are to provide certified, calibrated testing tools, meters and equipment. At
a minimum, the following equipment will be required (check all that apply):
[x] Temperature meter, electronic [x] Immersion [x] Air

[x] Temperature thermometers, glass [x] Immersion [x] Air
[x] Infrared thermometer
[x] Relative humidity meter
[ ] Sling psychrometer
[ ] CO2 meter [ ] Calibration Kit
[ ] CO meter [ ] Calibration Kit
[ ] Refrigerant detector [ ] Calibration Kit
[x] Flow hood
[x] Pitot tube
[x] Velgrid
[x] Airdata multimeter
[x] Hydrodata multimeter
[x] RPM meter
[ ] Rotating vane anemometer
[x] VOM meter [x] Amp meter
[ ] Vibration analyzer
[ ] Thermographic testing
[ ]
[ ]
Other: ______________________________________________________________________

Fill in the test instrumentation utilized during testing. Continue on rear of sheet, if necessary.
Meter Manufacturer
Model Number
Serial Number
Contractor Providing It
Date Calibrated
Meter Manufacturer
Model Number
Serial Number
Date Calibrated
Meter Manufacturer
Model Number
Serial Number
Date Calibrated
Meter Manufacturer
Model Number
Serial Number
Date Calibrated
Meter Manufacturer
Model Number
Serial Number
Date Calibrated
Meter Manufacturer
Model Number
Serial Number
Date Calibrated
Meter Manufacturer
Model Number
Serial Number
Date Calibrated
Use reverse side of page if needed

1.12 Schedule of Commissioned Equipment
This chart provides a list of commissioned equipment, along with a very brief outline version of
equipment descriptions, control “triggers,” and interlocks.
Indicate tag/ID (AHU-1), along with description. Indicate the area that the unit/system serves. Indicate
what triggers it to start (time clock, OAT > 65, any FCU = ON, etc.). If the unit is interlocked with
something else, indicate the tag/ID of the interlocked device (RF-1, EF-3, etc.).
Tag/ID Description Trigger

BMS Sched., Zone demand, O’ride
AHU-1 VAV, heating and cooling
VAV, heating and cooling
AHU-2
VAV, heating and cooling
AHU-3
Cooling only Space temp
FC-1
FC-2
Exhaust air Space temp
EF-1
Exhaust air BMS schedule
EF-2
EF-11
EF-13
Mechanical Room 24/7
EF-15
EF-17
EF-18
Exhaust air BMS schedule
EF-19
High refrigerant levels
Refrigerant
Monitoring System
Zone clg/htg w/ t’stat & SAT T’stat, TOV, NSB/NSUP
VAV Boxes
CH-1, CHWP-1, CHWP-2, CT-1, CWP-1, AHUs=ON
CHW System
CWP-2 Cooling Demand
OA Temp
B-1, B-2, HHWP1-1, HHWP-1-2, HHWP2- AHUs=ON
Htg HW System
1, HHWP2-2 Heating Demand
OA Temp
Building demand
Domestic HW
System
Continue on rear of sheet, if necessary.

1.13 How to Execute the Tests

A. Test Instructions
Carefully read test instructions. Sometimes there is a note above, below or to the side of a
test that is relevant to explaining how to execute the test. Review all instructions and notes
before proceeding. On test forms, space limitations require heavy use of abbreviations. For
clarification of terms, refer to “Cx Testing Abbreviations and Symbols”
B. Examples of Sample Test Instructions

1. Verify ON and OFF sequencing indicated in the left column
2. “AND” conditions mean ALL conditions must be true for the desired response to
occur.
3. “OR” conditions mean that ANY condition must go false or untrue for the desired
response to occur.
4. Follow the commands in the left column:
i. Verify damper position
ii. Lower SAT to 50 DegF
iii. Verify dampers modulate
iv. Release SAT override
C. Entering Data and Response Prompts

1. Many test procedures require entering Pass/Fail (P/F) in the results column or row.
2. Some test procedures require entering data, such as temperature values. Be sure that
the unit of measurement is understood: DegF or °, INWC or “, min/hrs, etc.
3. If possible, enter values to the nearest tenth. Examples: 75.2 DegF, or 1.5 INWC.
4. Enter time either in minutes (60m, 60min, 1hr) or in military time (0600 or 1730).
5. Many times the test procedure will have a response prompt; in other words, the
unexecuted/blank test will indicate the expected result. The expected result should
always be followed by entering the actual result. Prompt examples include:
Illustration 1.13.C, Test Prompts
Item Expected What it Means

1 On/ Should go ON
2 Off/ Should go OFF
3 En/ State is Enabled
4 Dis/ State is Disabled
5 Mod/ Device is Modulating
6 55/ Expected setpoint or value
7 1.5/ Expected setpoint or value
8 Op/ Should OPEN
9 Cl/ Should CLOSE
10 0%/ Device is at 0%
11 100%/ Device is at 100%
12 P/ Expect to Pass
13 F/ Expect to Fail
14 Y/ Should be YES
15 N/ Should be NO
16 Alrm/ An Alarm should occur
17 Clr/ An alarm should Clear

D. Expected and Unexpected Results
A comparison of correct and incorrect result examples are shown below. The Commissioning
Authority or commissioning technician may, as an option, highlight the incorrect results in
yellow or red, as indicated below. Note how the actual result is listed following the “/”.
Illustration 1.13.D, Expected and Unexpected Results
Item Expected Item Unexpected Comment

1 On/on 1 On/off Note highlighted incorrect result
2 Off/off 2 Off/on Note the unexpected result
3 En/en 3 En/dis
4 Dis/dis 4 Dis/en
5 Mod/mod 5 Mod/F Note the red failure highlight
6 55/55.3 6 55/49 Note the unexpected result
7 1.5/1.6 7 1.5/1.9
8 Op/op 8 Op/cl
9 Cl/cl 9 Cl/op
10 0%/0 10 0%/3% This device did not fully close
11 100%/100 11 100%/74% This device did not fully load up
12 P/P 12 P/F The action did not PASS
13 F/F 13 F/P
14 Y/Yes 14 Yes/N
15 N/N 15 N/Y
16 Alrm/P 16 Alrm/F The alarm failed to work
17 Clr/Ok 17 Clr/No The alarm did not clear
E. Testing Approaches and Concepts

BMS mapping and component or point-to-point verifications shall first demonstrate acceptable
functional performance for all control input devices and all controlled components.
Then, Sequence of Operation tests shall be performed on a random sampling of at least 10%
of the equipment, which shall be chosen by the Commissioning Authority. Verifying other or
similar equipment utilizing programming comparison techniques is permissible. In other words, if
one unit is thoroughly tested, and other identical units have the same programming, then it
can be assumed the other units will function similar to the tested unit.
F. Tracking Comments/Issues During Testing

When issues occur during testing, they are entered in the Notes/Comment section which
typically follows each test procedure. Relevant issues are then transferred into the
Commissioning Issues Log where they continue to be tracked and maintained.
In the test procedure comment area there is a column heading called “Attn.” This area
indicates the person/entity that the CxA considers the most appropriate to respond to the
issue. It may get changed as the issue matures.
Within the test procedure itself, there is generally a column titled “Notes.” An example of a
note reference is the symbol [1] or [2]. These symbols refer to a corresponding comment
number which can be found in the note/comment section immediately following the test
procedure. See the illustration below for an example of three (3) notes or comments. Issues
are classified as either “Open” or “Closed,” and in some cases “Closed, Need Verification.”

Illustration 1.13.E, Tracking Comments During Testing
Enter the earliest time that the system can start, in advance of the normal ON
time shown above. Similarly, if there is an advanced stop/coast down feature in
the afternoon or evening, enter that time. Enter the night setback and setup
values. Enter the duration of time (in minutes) the system will run when in either
Enhanced night setback/setup. Once values are entered, verify that they function by
Scheduling entering Pass/Fail (P/F). Rows C & D are Pass/Fail for rows A & B. Indicate if
Features features do not exist.
Earliest After
Coast Night Night Timed
Occupancy Optimum Hours Notes
Down Setback Setup Override
ON Overrides
A. ON Time or Stpt 55 85 120 min 120 min [1]
B. OFF Time or
n/a n/a
Stpt/DB
C. Verify Row A
F P P P P [2] [3]
(above)
D. Verify Row B
F n/a n/a n/a n/a
(above)
COMMISSIONING COMMENTS & ISSUES
Notes Issue Attn:
The zone sensor button can be programmed, in 1 to 8 hour intervals, to
Note 1 bring on after hours HVAC. It’s default is120 minutes/2 hours. Owner
Note 2 Optimum start is not programmed. BMS
Note 3 Coast down was not specified. Does the Owner want this feature? Owner
G. Helpful Hints
1. First things first - Getting certain things verified first makes subsequent testing more
efficient, because information is now known to be reliable. As a result, there is less
running around. Generally, verify the following items first (in no particular order):
i. Inputs/Outputs – do start/stops work, valves stroke, dampers function, VFDs
ramp?
ii. Calibrations – doing certain things in groups can be faster
iii. Termination paths (does AHU-1 output turn on AHU-2?) or is AHU-1fan
status on the graphics really AHU-2 fan status?
iv. Interlocks – does the return fan start when the supply fan starts?
v. Setpoints – are the specified setpoints, timer delays, deadbands, etc. present?
vi. Schedules – are the systems all on their required schedules? Are energy-
saving features, such as optimum start, programmed?
vii. Enables – does the exhaust fan start based on a local thermostat setpoint? Is
the thermostat even installed and mounted? Do thermostat overrides work?
viii. Are alarms programmed and functioning?
2. If current switches (CTs) are used for fan status, verify that they are calibrated in a
manner that can distinguish the difference between a fan being ON and running
correctly, and a fan being ON and running with a broken fan belt.
3. When verifying setpoint control, overshooting/droop should not occur more than 2
times. Fast acting PID loops will typically settle out in less than 5 minutes, while slow
acting PID loops may take as long as 20 minutes to settle out.
4. If possible, trend during testing. Trending provides clear proof of testing and its
results. Collect the trends as PDFs and include in the Commissioning Final Report.

1.14 Cx Testing Abbreviations and Symbols

1 ° Degrees
2 # Pounds
3 <= Less Than or Equal To
4 >= Greater Than or Equal To
5 24/7, 365 24 hours a day, 365 days a year
6 A Amps
7 A/E Architect/Engineer
8 AC/ACU Air Conditioning (Unit)
9 AH/AHU Air Handler (Unit)
10 Alm/Alrm Alarm
11 ATC Automatic Temperature Controls
12 ATS Automatic Transfer Switch
13 B or Blr Boiler
Building Automation System (same as
14 BAS BMS)
15 Bldg SP Building Static Pressure
Building Management System (same as
16 BMS BAS)
17 BOD Basis of Design
18 Brkr Breaker
19 Bsmt Basement
20 C or Chlr Chiller
21 CD Cold Deck
22 CFM Cubic Feet/Minute
23 CHW Chilled Water
24 CHWR Chilled Water Return
25 CHWS Chilled Water Supply
26 cl Closed
27 Clg Cooling
28 CM Construction Manager
29 CO Carbon Monoxide
30 CO2 Carbon Dioxide
31 Comp Compressor or Air Compressor
32 COV Change‐of‐Value
33 CR Card Reader
34 CTwr Cooling Tower
35 CU Condensing Unit
36 CW Condenser Water
37 CWR Condenser Water Return
38 CWS Condenser Water Supply
39 Cx Commissioning
40 Cx Plan Commissioning Plan ‐ Construction Phase
41 CxA/CA Commissioning Authority

42 D Damper
43 DB Deadband
44 DegF Degrees Fahrenheit
45 dis Disable or Disabled
46 D'Ltg Day Lighting
47 DomHW Domestic Hot Water
48 DOW Day(s)‐of‐Week
49 DOW Day‐of‐Week
50 EC Electrical Contractor
51 Econ Economizer
52 EE Electrical Engineer
53 EF Exhaust Fan
54 Emer Emergency
55 en Enable or Enabled
56 EP Electric‐to‐Pressure Switch or Relay
57 Ex or ExD Exhaust (Damper)
58 F Fan
59 F Fail
60 FA Fire Alarm
61 FC or FCU Fan Coil or Fan Coil Unit
62 Fl or Flr Floor
63 FPC Fire Protection Subcontractor
Functional Performance Test (same as
64 FPT FTP)
65 FTP Functional Test Procedure (same as FPT)
66 GC General Contractor
67 Gen Generator
68 HD Hot Deck
69 HP Heat Pump or Horsepower
70 Hr/Hrs Hour/Hours
71 Htg Heating
72 HW Hot Water
73 HWR Hot Water Return
74 HWS Hot Water Supply
75 HZ Hertz (Frequency)
76 I/O Input/Output
77 ID Outdoor
78 inc Incomplete
79 IR Infrared
80 KW Kilowatts
81 KWH Kilowatt Hours
82 L, Lt, Ltg Light or Lighting
83 Lim Limit
84 Lim Limit ‐ as in high/low limit or hi/lo limit
85 Lvl Level

86 MA or MAT Mixed Air (Temperature)
87 MAD Mixed Air Damper
88 Max Maximum
89 MC Mechanical Contractor
90 ME Mechanical Engineer
91 MEP Mechanical/Electric/Plumbing
92 MER Mechanical/Electric Room
93 M‐F Monday‐Friday
94 Min Minimum or Minutes
95 mod Modulate or Modulating
96 MZ Multi‐zone
97 N/A or n/a Not Applicable
98 N/S or n/s Not Sampled
99 O&M Operation and Maintenance
100 OA or OAT Outside Air (Temperature
101 OAD Outside Air Damper
102 Occ Occupied or Occupancy
103 OD Outdoor
104 op Open
105 Opp Opposite
106 OPR Owner's Project Requirements
107 P Pass
108 P or Pmp Pump
109 P/F Pass or Fail
110 PC Plumbing Contractor
111 P'cell/PC Photocell
112 PE Plumbing Engineer
113 PE Press‐to‐Electric Switch or Relay
114 PFT Pre‐Functional Test
115 Pnl Panel
116 Pnths Penthouse
117 Prsr/Prssr Pressure
118 PS Pull Station
119 PSIG Pounds/Square Inch, Gauge
120 RA or RAT Return Air (Temperature)
121 RAD Return Air Damper
122 RC Receiver Controller
123 RF Return Fan
124 Rm Room
125 rpm Revolutions per minute
126 SA or SAT Supply Air (Temperature)
127 SC Sheet metal Subcontractor
128 SD Smoke Detector or Smoke Damper
129 Sec Seconds

130 Sec Seconds or Secondary
131 SF Supply Fan
132 SOO Sequence of Operation
133 SOP Standard Operating Procedure
134 SP Static Pressure
135 Stp or stpt Setpoint
136 Sw Switch
137 SwGr Switchgear
138 Sys System
139 T/TS Temperature or Temperature Sensor
140 TAB Testing, Adjusting and Balancing
141 TC Time Clock
142 TE Test Engineer or Technician
143 TOD Time‐of‐Day
144 T'stat Thermostat
145 TT Temperature Transmitter
146 UH Unit Heater
147 UnOcc Unoccupied
148 UPS Uninterruptable Power Supply
149 Util Utility
150 V Volts
151 VAC Volts, Alternating Current
152 VAV Variable Air Volume or VAV Box
153 VDC Volts, Direct Current
154 VFD Variable Frequency Drive
155 xfrm/xform Transformer
156 Xmittr Transmitter
157 Z Zone

1.15 Safety of Personnel, Tests and Equipment

While the tests presented in this document adhere to recognized commissioning Best Practices, the
Commissioning Authority and/or test writer(s) make(s) no claims, implied or otherwise, that the tests
are safe to execute from the perspective of human safety, equipment or operational safety, or safe and
proper performance. Safety and performance are the responsibility of the contracting and/or
operational teams.
It is a requirement of the Commissioning Authority that the design team and the installing contractors
and/or subcontractors review all tests prior to their implementation, to ensure that the tests are fair
and safe. Appropriate designated representatives shall sign-off, in advance of any testing, regarding this
compliance (see below). If one or more of the manufacturers, designers, contractors, subcontractors
or designated representatives do not sign off, it shall be assumed that they have reviewed the tests
and accept responsibility as indicated in the Safety and Fairness Compliance Statement (see below).
Prior to each test, the testing team (which shall include the Commissioning Authority and/or
commissioning technician, representatives from the appropriate contracting/subcontracting teams,
and/or owner and/or design team members), shall meet to coordinate the safe administration of the
tests, and to verify that any operational critical systems remain robust and satisfactorily functional.
DO NOT start/stop or load/unload equipment inappropriately. DO NOT override safety features. It

is the responsibility of the appropriate construction, installing and operating personnel to verify that all
systems are safe to operate and that all required construction and manufacturer safety procedures and
industry best practices are being observed.
Form 1.15, Safety and Fairness Compliance Sign Off

The undersigned have reviewed the test procedures herein, and agree that the project’s commissioning test
procedures and protocols are fair tests of the systems, safe for the equipment, safe for personnel, and that
industry best practices will be observed by the undersigned during the administration of all test procedures.
Print Name Signature Company Date
Use the reverse side of this page to add the names of additional parties.

1.16 Required Test Form Information

Each test procedure shall minimally have the following information:
 Project name and location

 Level of test procedure (PFT, FTP, Integrated, Pull-the-Plug)
 Type of test procedure (mechanical, BMS, lighting, TAB, etc.)
 Test procedure name (Air Handler Unit 1, Graphics, Schedules, etc.)
 Test procedure number (3.0, 4.3, 5.8, etc.)
 Test purpose and instructions
 Testing section
 Comments/Issues area
 Signature area for the Commissioning Authority
 Area for other signatures or initials
 One or more areas for dates
1.17 Data Entry, Witnessing and Sign-Offs
Data shall be entered either by hand or electronically. Hand-entered data shall be in ink.
Participants must initial test forms and/or sign with their full name and the name of their company.
Signatures must be legible or accompanied by a legible printed name. Dates must accompany all
initialed or signed documents. Verified digital signatures are acceptable, as are facsimile signatures if
they are accompanied by a written authorization from the applicable party. An alternative method is
the use of a Tablet-PC which features handwriting recognition.
1.18 Test Certification, Opposite Season Testing and Re-

commissioning
Certification: The results shown and information given in this report are certified to be true and
accurate to the extent possible due to the systems operating parameters at the time the systems were
tested. It should be noted that operating conditions are easily affected by weather and other internal
and external conditions and changes, including operator adjustments and interventions, and equipment
condition. [1]
Guarantee: The Commissioning Authority does not guarantee the operation or efficiency of any
equipment or systems. Equipment guarantees are covered by the contractor’s or manufacturer’s
warranties. Issues concerning efficiency and expected performance are the responsibility of the system
designers and/or Owner Operations and Maintenance (O&M) team. The Commissioning Authority
makes no claims or warranties, stated or implied, concerning performance, operation or safety.
The Commissioning Authority reserves the right to perform Opposite Season testing.
The Owner may want to consider the benefits of including re-commissioning as part of their on-going
O&M program. Any re-commissioning efforts should refer to the original executed test procedures as
a baseline standard, as well as a reference guide for how to fill out the test forms.
[1] “Procedural Standards for Whole Building Systems Commissioning of New Construction,” 2009 Third Edition, National Environmental
Balancing Bureau, Page 40.

1.19 Commissioning Test Submittals

The draft/blank test procedures will be submitted in .PDF format. To comply with sustainable
practices, printed copies will only be submitted upon request. When printed, four (4) copies will be
submitted, unless otherwise specified. Printed copies will be rendered in black and white.
Executed/completed test procedures will be submitted as part of the Commissioning Final Report.
Final submittals are typically electronic, unless otherwise specified. Refer to the Commissioning Plan,
which details other components of the Final Report.
Respectfully Submitted,
Gustav Deuss, CEM CBCP LEED

Principal

PART 2 - Sequences of Operation

2.1 Air Handler AH-1

AIR HANDLER AH-1 SEQUENCE OF OPERATION
ALL VALUES USER ADJUSTABLE IN CONTROL GRAPHICS
GENERAL DESCRIPTION:
SINGLE ZONE VAV SYSTEM WITH ECONOMIZER DAMPERS, HW COIL, AND CHW
COIL, MODULATE DAMPERS, FAN SPEED, HEATING AND COOLING CONTROL
VALVES TO MAINTAIN SPACE TEMPERATURE. MODULATE DAMPERS TO PROVIDE
VENTILATION AIR.
1. RUN CONDITIONS:
THE UNIT SHALL RUN DURING OCCUPIED HOURS, DETERMINED BY OWNER
DURING SYSTEM PROGRAMMING AND USER ADJUSTABLE. THE UNIT SHALL.
RUN FOR 2 HOURS BASED ON A PUSH BUTTON OVERRIDE SIGNAL FROM A
SPACE TEMPERATURE SENSOR. MULTIPLE OVERRIDE BUTTON PUSHES SHALL
NOT ACCUMULATE RUN TIME BEYOND 4 HOURS WHEN UNIT IS NOT
RUNNING. FULLY SHUT OFF FAN, AND CLOSE ALL VALVES AND
DAMPERS.
2. STATUS INDICATION:
STATUS OF THE FAN SHALL BE MONITORED AND AN ALARM SHALL BE
PROVIDED IF THE STATUS IS DIFFERENT THAN THE COMMANDED ON/OFF
SIGNAL.
3. PRE-FILTER MAINTENANCE:
WHEN PRESSURE DROP ACROSS THE PRE-FILTER HOUSING RAISES ABOVE
SCHEDULED DIRTY PRESSURE DROP (USER ADJUSTABLE) PROVIDE AN ALARM
AT THE BAS MONITORING STATION.
4. FINAL - FILTER MAINTENANCE:
WHEN PRESSURE DROP ACROSS THE FINAL-FILTER HOUSING RAISES ABOVE
SCHEDULED DIRTY PRESSURE DROP, PROVIDE AN ALARM AT THE BAS
MONITORING STATION.
5. SUPPLY TEMPERATURE, FAN SPEED, AND ECONOMIZER CONTROL SEQUENCE:
MODULATE FAN SPEED, DAMPER POSITIONS, AND COILS CONTROL VALVE
POSITIONS IN A SMOOTH, LINEAR MANNER ACCORDING TO PERCENTAGE OF
PROPORTIONAL - INTEGRAL CONTROL LOOP OUTPUT DESCRIBED BELOW.
TRANSITIONAL STAGES IN CONTROL LOOP OUTPUT ARE DESCRIBED BELOW,
BUT TRANSITIONS BETWEEN STAGES SHALL BE LINEAR AND SMOOTH.
HEATING:
ENABLE HEATING WHEN THE SYSTEM IS ON, WHEN CHW COOLING AND
ECONOMIZER COOLING IS NOT ACTIVE, AND WHEN OUTSIDE AIR
TEMPERATURE IS LESS THAN 65 DEG. F (USER ADJUSTABLE).
STAGE 3 HEATING:
SET FAN SPEED TO MAXIMUM. MODULATE HOT WATER CONTROL VALVE TO
CONTROL THE SPACE TEMPERATURE.

STAGE 2 HEATING (-89% TO -50%)

MODULATE HOT WATER CONTROL VALVE TO MAINTAIN DISCHARGE AIR
TEMPERATURE (RESET SCHEDULE SEE BELOW). CONTROL SPACE
TEMPERATURE WITH FAN SPEED.
STAGE 1 HEATING (-49% TO 0%)

SET FAN SPEED TO MINIMUM. CONTROL SPACE TEMPERATURE WITH HOT
WATER CONTROL VALVE, UP TO THE SCHEDULED MAXIMUM DISCHARGE AIR
TEMPERATURE.
ECONOMIZER AND COOLING:

ENABLE COOLING WHEN THE SYSTEM IS ON, AND IF THE OUTSIDE AIR
TEMPERATURE IS GREATER THAN 60 DEG.F (USER ADJUSTABLE) PROVIDE A
DIFFERENTIAL DRYBULB SENSING ECONOMIZER HI LIMIT LOCKOUT. IF THE
OUTSIDE AIR IS GREATER THAN THE RETURN AIR TEMPERATURE, THEN LOCK
OUT THE ECONOMIZER, AND PROVIDE MINIMUM VENTILATION AIR CONTROL.
IF THE ECONOMIZER IS LOCKED OUT, ONLY STAGE 4 AND STAGE 5 COOLING
ARE ACTIVE
STAGE 1 (ECONOMIZER ONLY) (1% TO 20%):

SET FAN SPEED TO MINIMUM. RETURN AIR DAMPER IS FULL OPEN.
MODULATE OUTSIDE AIR DAMPER TO CONTROL SPACE TEMPERATURE.
STAGE 2 (ECONOMIZER ONLY) (21% TO 40%)

SET FAN SPEED TO MINIMUM. OSA DAMPER IS FULL OPEN. MODULATE
RETURN AIR DAMPER TO CONTROL SPACE TEMPERATURE.

OSA DAMPER IS FULL OPEN, RETURN AIR DAMPER IS CLOSED. MODULATE
THE FAN SPEED TO CONTROL SPACE TEMPERATURE.
STAGE 4 (ECONOMIZER OR LOCKOUT) (61% TO 80%)

SET FAN SPEED TO MINIMUM. MODULATE CHILLED WATER COIL CONTROL
VALVE TO MAINTAIN THE SPACE TEMPERATURE

CHILLED WATER CONTROL VALVE IS OPEN. MODULATE THE FAN SPEED TO
MAINTAIN SPACE TEMPERATURE.

THE HEATING SUPPLY AIR TEMPERATURE SHALL BE RESET WITHIN AN

ADJUSTABLE RANGE (INITIAL VALUE OF +/- 5 DEG. F) BY A PID LOOP TO MEET THE
COOLING OR HEATING NEED OF THE SERVED ZONE THAT IS FURTHEST OFF OF ITS
AIR TEMPERATURE SETPOINT. THIS SHALL BE ACHIEVED BY HAVING EACH ZONE'S
AIR TEMPERATURE QUERIED A MINIMUM OF ONCE EVERY 10 MINUTES TO
DETERMINE THE AMOUNT THE ZONE IS OFF FROM ITS SETPOINT; THE LARGEST
DISCREPANCY BETWEEN SETPOINT AND ACTUAL SPACE AIR TEMPERATURE
SHALL BE USED FOR THE SUPPLY AIR TEMPERATURE RESET CONTROL
PARAMETER. THE AIR TEMPERATURE SETPOINT SHALL NOT BE RESET GREATER
THAN 1 DEG. F PER HOUR TO MINIMIZE OVERSHOOT AND ACCOUNT FOR
TRANSIENT OCCUPATIONS.
6. MINIMUM VENTILATION AIR CONTROL:
MINIMUM VENTILATION RATE IS CONTROLLED BY MODULATING RETURN

AIR DAMPER BASED ON PRESSURE MEASUREMENTS, WHICH MAINTAINS
AIRFLOW RATE ACROSS A FIXED OUTSIDE AIR DAMPER. OUTSIDE AIR
DAMPER POSITION DETERMINED AT SYSTEM BALANCE.
AT SYSTEM BALANCE, SET THE RA DAMPER TO FULL OPEN AND FAN SPEED
TO FULL, WITH CLEAN FILTERS. DETERMINE THE OSA DAMPER POSITION TO
DELIVER MINIMUM AND MAXIMUM VENTILATION AIRFLOW, AND MEASURE
THE DIFFERENTIAL PRESSURE AS THE SETPOINT FOR MINIMUM VENTILATION
AIR CONTROL. WHEN THE ECONOMIZER IS LOCKED OUT DUE TO WARM
WEATHER, MODULATE RA DAMPER POSITION TO MAINTAIN DIFFERENTIAL
PRESSURE SETPOINT.
7. DEMAND CONTROLLED VENTILATION AIR CONTROL:
WHEN IN THE OCCUPIED MODE, THE CONTROLLER SHALL MONITOR ZONE

CO2 LEVELS SERVED BY THIS AIR HANDLING UNIT. THE CONTROLLER SHALL
TAKE THE HIGHEST ZONE CO2 LEVEL AND MODULATE VIA PROPORTIONAL
- ONLY CONTROL THE RETURN AIR DAMPER (AND OUTSIDE AIR DAMPER, IF
NECESSARY) TO DELIVER NO GRATER THAN THE MAXIMUM SCHEDULED
DEMAND CONTROLLED VENTILATION RATE (USER ADJUSTABLE), AND
MAINTAIN A SETPOINT OF 900PPM (USER ADJ.)
8. FREEZE PROTECTION::
IF OSA TEMPERATURE DROPS BELOW 34 DEG. F FOR 30 MINUTES AT ANY
TIME, THE HOT WATER COIL VALVE SHALL BE COMMANDED TO 10% OPEN
AND AN ALARM GENERATED STATING, "POSSIBLE FREEZING CONDITIONS
DETECTED"

9. NIGHT PURGE:
IF OUTSIDE TEMPERATURE RISES ABOVE 75 DEG F DURING THE PREVIOUS 24
HRS, VENTILATION SYSTEM TO OPERATE CONTINUOUSLY DURING
UNOCCUPIED PERIODS WHEN OUTDOOR AIR TEMPERATURE ARE LESS
THAN 68 DEG. F (ADJUSTABLE) AND MAINTAIN A SPACE TEMPERATURE OF 70
DEG. F (ADJUSTABLE)
10. SMOKE DETECTION:

A SMOKE DETECTOR (SDT) SHALL BE PROVIDED DOWNSTREAM OF THE FAN
AND HARDWIRED TO STOP THE FAN OPERATION AND GENERATE AN
ALARM UPON DETECTION OF SMOKE.
11. ALARMS:
AN ALARM SHALL BE GENERATED UPON FAN MOTOR FAILURE. IF
MAXIMUM FAN CAPACITY REACHED - CHECK FOR AIRFLOW
OBSTRUCTION, EXCESSIVE LOAD ETC. WARNING SHALL BE GENERATED
UPON OPERATION OF THE FAN AT 100% SPEED FOR GREATER THAN 4
HOURS.


MULTIPLE ZONE VAV SYSTEM WITH ECONOMIZER DAMPERS, CHW COIL, ZONE
HW COILS, VAV DIFFUSERS AND CONSTANT VOLUME DIFFUSERS MODULATE
DAMPERS, HEATING AND COOLING CONTROL VALVES TO CONTROL
TEMPERATURE IN THE ZONES WITH TEMPERATURE SENSORS. TEMPERATURE
CONTROL FOR ZONES WITHOUT TEMPERATURE SENSORS IS PERFORMED WITH
VAV DIFFUSERS WHICH REQUIRE NO CONTROL POINT OR SEQUENCE.
MODULATE DAMPERS TO CONTROLVENTILATION AIR.
1. RUN CONDITIONS:
THE UNIT SHALL RUN DURING OCCUPIED HOURS, DETERMINED BY
OWNER DURING SYSTEM PROGRAMMING AND USER ADJUSTABLE. THE
UNIT SHALL RUN FOR 2 HOURS BASED ON A PUSH BUTTON OVERRIDE
SIGNAL FROM A SPACE TEMPERATURE SENSOR. MULTIPLE OVERRIDE
BUTTON PUSHES SHALL NOT ACCUMULATE RUN TIME BEYOND 4 HOURS
WHEN UNIT IS NOT RUNNING. FULLY SHUT OFF FAN, AND CLOSE ALL
VALVES AND DAMPERS.
SIGNAL.
WHEN PRESSURE DROP ACROSS THE PRE-FILTER HOUSING RAISES
ABOVE SCHEDULED DIRTY PRESSURE DROP (USER ADJUSTABLE)
PROVIDE AN ALARM AT THE BAS MONITORING STATION.

WHEN PRESSURE DROP ACROSS THE FINAL-FILTER HOUSING RAISES
ABOVE SCHEDULED DIRTY PRESSURE DROP, PROVIDE AN ALARM AT THE
BAS MONITORING STATION.
5. DUCT STATIC PRESSURE SETPOINT - SUPPLY FAN:

THE STATIC PRESSURE SETPOINT SHALL BE DETERMINED AT BALANCE.
THE STATIC PRESSURE SENSOR SHALL BE LOCATED 6-12 FEET UPSTREAM
OF THE LAST CONTROL DAMPER ON THE SUPPLY MAIN.

6. DUCT STATIC PRESSURE CONTROL - LOBBY BRANCH
THE LOBBY BRANCH STATIC PRESSURE SETPOINT SHALL BE
DETERMINED AT BALANCE, AND SHALL BE LESS THAN THE SUPPLY
MAIN STATIC PRESSURE SETPOINT. THE LOBBY BRANCH STATIC
PRESSURE SENSOR SHALL BE LOCATED 6-12 FEET UPSTREAM OF THE
LAST CONTROL DAMPER ON THE SUPPLY MAIN.MODULATE THE
CONTROL DAMPER TO MAINTAIN LOBBY BRANCH STATIC
PRESSURE SETPOINT.
7. SUPPLY TEMPERATURE, FAN SPEED, AND ECONOMIZER CONTROL

SEQUENCE:
SPACES WITH CONTROL DAMPERS, DAMPER POSITIONS, AND COILS
CONTROLVALVE POSITIONS IN A SMOOTH, LINEAR MANNER ACCORDING
TO PERCENTAGE OF PROPORTIONAL - INTEGRAL CONTROL LOOP
OUTPUT DESCRIBED BELOW. TRANSITIONAL STAGES IN CONTROL LOOP
OUTPUT ARE DESCRIBED BELOW, BUT TRANSITIONS BETWEEN STAGES
SHALL BE LINEAR AND SMOOTH.
HEATING:
FOR EACH HEATING COIL, ENABLE ZONE HEATING WHEN THE SYSTEM IS ON,
WHEN OUTSIDE AIR TEMPERATURE LESS THAN 65 DEG. F (USER ADJUSTABLE)
. ZONE HEATING AND COOLING MAY BE ENABLED AT THE SAME TIME. IF ALL
ZONES ARE IN HEATING, LOCK OUT COOLING. FOR EACH ZONE HOT WATER
CONTROL VALVE (TYPICAL):

MODULATE HOT WATER CONTROL VALVE TO CONTROL SPACE
TEMPERATURE.

MODULATE HOT WATER CONTROL VALVE TO CONTROL SPACE TEMPERATURE,
UP TO THE SCHEDULED MAXIMUM DISCHARGE AIR TEMPERATURE.

TEMPERATURE IS GREATER THAN 60 DEG.F (USER ADJUSTABLE) IF ALL ZONES
ARE IN HEATING. LOCK OUT COOLING. PROVIDE A DIFFERENTIAL DRYBULB
SENSING ECONOMIZER HI LIMIT LOCKOUT. IF THE OUTSIDE AIR IS GREATER
THAN THE RETURN AIR TEMPERATURE, THEN LOCK OUT THE ECONOMIZER,
AND PROVIDE MINIMUM VENTILATION AIR CONTROL. IF THE ECONOMIZER IS
LOCKED OUT, ONLY STAGE 3 COOLING IS ACTIVE.

RETURN AIR DAMPER IS FULL OPEN. MODULATE OUTSIDE AIR DAMPER TO
CONTROL SPACE TEMPERATURE.

OSA DAMPER IS FULL OPEN. MODULATE RETURN AIR DAMPER TO CONTROL
SPACE TEMPERATURE.

MODULATE THE CHILLED WATER CONTROL VALVE TO MAINTAIN SPACE AIR
TEMPERATURE.

MINIMUM VENTILATION RATE IS CONTROLLED BY MODULATING
RETURN AIR DAMPER BASED ON PRESSURE MEASUREMENT, WHICH
MAINTAINS AIRFLOW RATE ACROSS A FIXED OUTSIDE AIR DAMPER.
OUTSIDE AIR DAMPER POSITION DETERMINED AT SYSTEM BALANCE.
AT SYSTEM BALANCE, SET THE RA DAMPER TO FULL OPEN AND FAN
SPEED TO FULL, WITH CLEAN FILTERS. DETERMINE THE OSA DAMPER
POSITION TO DELIVER MINIMUM AND MAXIMUM VENTILATION AIR
FLOW, AND MEASURE THE DIFFERENTIAL PRESSURE BETWEEN THE
MIXED AIR PLENUM UPSTREAM OF THE FILTERS AND THE
OUTDOOR AIR. USE THIS DIFFERENTIAL PRESSURE AS THE SETPOINT FOR
MINIMUM VENTILATION CONTROL. WHEN ECONOMIZER LOCKED OUT
DUE TO WARM WEATHER, MODULATE RA DAMPER POSITION TO
MAINTAIN DIFFERENTIAL PRESSURE SETPOINT.

WHEN IN THE OCCUPIED MODE, THE CONTROLLER SHALL MONITOR
ZONE CO2 LEVELS SERVED BY THE AIR HANDLING UNIT.
LOBBY:
THE CONTROLLER SHALL MODULATE VIA PROPORTIONAL - ONLY CONTROL
THE LOBBY BRANCH CONTROL DAMPER TO MAINTAIN A SETPOINT OF 900 PPM
(USER ADJUSTABLE). IF THE LOBBY BRANCH CONTROL DAMPER HAS BEEN
FULLY OPEN FOR 10 MINUTES OR LONGER AND CO2 LEVELS ARE STILL HIGHER
THAN THE SETPOINT, MODULATE VIA PROPORTIONAL - ONLY CONTROL THE
RETURN AIR DAMPER (AND OUTSIDE AIR DAMPER IF NECESSARY) TO DELIVER
NO GREATER THAN THE MAXIMUM SCHEDULED DEMAND CONTROLLED
VENTILATION RATE (USER ADJUSTABLE).
OPEN OFFICE AND TRAINING ROOM:

THE CONTROLLER SHALL TAKE THE HIGHEST ZONE CO2 LEVEL AND
MODULATE VIA PROPORTIONAL - ONLY CONTROL THE RETURN AIR DAMPER
(AND OUTSIDE AIR DAMPER IF NECESSARY) TO DELIVER NO GREATER THAN
THE MAXIMUM SCHEDULED DEMAND CONTROL VENTILATION RATE (USER
ADJUSTABLE), AND MAINTAIN A SETPOINT OF 900 PPM (USER ADJUSTABLE).
MAXIMUM SCHEDULED DEMAND OUTSIDE AIR DAMPER POSITION SHALL BE

CONTROLLED BY DIFFERENTIAL PRESSURE CONTROL OF RETURN AIR DAMPER
POSITION DETERMINED AT SYSTEM BALANCE AS DESCRIBED IN MINIMUM AIR
VENTILATION CONTROL.
10. FREEZE PROTECTION:

IF OSA TEMPERATURE DROPS BELOW 34 DEG. F FOR 30 MINUTES AT ANY
TIME, THE HOT WATER COIL VALVE SHALL BE COMMANDED TO 10%
OPEN AND AN ALARM GENERATED STATING, "POSSIBLE FREEZING
CONDITIONS DETECTED"
11. NIGHT PURGE:

IF OUTSIDE TEMPERATURE RISES ABOVE 75 DEG F DURING THE
PREVIOUS 24 HRS, VENTILATION SYSTEM TO OPERATE CONTINUOUSLY
DURING UNOCCUPIED PERIODS WHEN OUTDOOR AIR TEMPERATURE ARE
LESS THAN 68 DEG. F (ADJUSTABLE) AND MAINTAIN A SPACE
TEMPERATURE OF 70 DEG. F (ADJUSTABLE)

A SMOKE DETECTOR (SDT) SHALL BE PROVIDED DOWNSTREAM OF THE
FAN AND HARDWIRED TO STOP THE FAN OPERATION AND
GENERATE AN ALARM UPON DETECTION OF SMOKE.
13. ALARMS:
OBSTRUCTION, EXCESSIVE LOAD ETC. WARNING SHALL BE
GENERATED UPON OPERATION OF THE FAN AT 100% SPEED
FOR GREATER THAN 4 HOURS.


MULTIPLE ZONE VAV SYSTEM WITH ECONOMIZER DAMPERS, CHW COIL, TWO
HW COILS, ZONE VAV DIFFUSERS, AND CONSTANT VOLUME ZONE DIFFUSERS,
MODULATE DAMPERS, HEATING AND COOLING COIL VALVES TO CONTROL
TEMPERATURE IN THE ZONES WITH TEMPERATURE SENSORS. TEMPERATURE
CONTROL FOR ZONES WITHOUT TEMPERATURE SENSORS IS PERFORMED WITH
VAV DIFFUSERS WHICH REQUIRE NO CONTROL POINT OR SEQUENCE.
MODULATE DAMPERS TO CONTROL VENTILATION AIR.
1. RUN CONDITIONS:
THE UNIT SHALL RUN DURING OCCUPIED HOURS, DETERMINED BY
OWNER DURING SYSTEM PROGRAMMING AND USER ADJUSTABLE.
THE UNIT SHALL RUN FOR 2 HOURS BASED ON A PUSH BUTTON
OVERRIDE SIGNAL FROM A SPACE TEMPERATURE SENSOR. MULTIPLE
OVERRIDE BUTTON PUSHES SHALL NOT ACCUMULATE RUN TIME
BEYOND 4 HOURS WHEN UNIT IS NOT RUNNING. FULLY SHUT OFF FAN,
AND CLOSE ALL VALVES AND DAMPERS.
SIGNAL.
WHEN PRESSURE DROP ACROSS THE PRE-FILTER HOUSING RAISES
ABOVE SCHEDULED DIRTY PRESSURE DROP (USER ADJUSTABLE)
PROVIDE AN ALARM AT THE BAS MONITORING STATION.

WHEN PRESSURE DROP ACROSS THE FINAL-FILTER HOUSING RAISES
ABOVE SCHEDULED DIRTY PRESSURE DROP, PROVIDE AN ALARM AT
THE BAS MONITORING STATION.
5. DUCT STATIC PRESSURE CONTROL SOUTH OFFICES:

THE SOUTH OFFICES STATIC PRESSURE SETPOINT SHALL BE
DETERMINED AT BALANCE. THE STATIC PRESSURE SENSOR SHALL BE
LOCATED 6- 12 FEET UPSTREAM OF THE LAST CONTROL DAMPER ON THE
SUPPLY MAIN. MODULATE THE FAN SPEED TO MEET STATIC PRESSURE
SETPOINT DETERMINED AT SYSTEM BALANCE.

6. CTDC BRANCH THE CTDC BRANCH STATIC PRESSURE SETPOINT SHALL
BE DETERMINED AT BALANCE. THE CTDC BRANCH STATIC PRESSURE
SENSOR SHALL BE LOCATED 6-12 FEET UPSTREAM OF THE LAST
CONTROL DAMPER ON THE SUPPLY MAIN. MODULATE THE
CONTROL DAMPER TO MAINTAIN CTDC BRANCH STATIC
PRESSURE SETPOINT. IF THE CONTROL DAMPER IS 100% OPEN AND THE
CTDC BRANCH STATIC PRESSURE SETPOINT DETERMINED AT SYSTEM
BALANCE.
7. SUPPLY TEMPERATURE, AND ECONOMIZER CONTROL SEQUENCE:

MODULATE DAMPER POSITIONS, AND COILS CONTROL VALVE
POSITIONS IN A SMOOTH, LINEAR MANNER ACCORDING TO PERCENTAGE
OF PROPORTIONAL - INTEGRAL CONTROL LOOP OUTPUT
DESCRIBED BELOW. TRANSITIONAL STAGES IN CONTROL LOOP
OUTPUT DESCRIBED BELOW, BUT TRANSITIONS BETWEEN STAGES
SHALL BE LINEAR AND SMOOTH.

MINIMUM VENTILATION RATE IS CONTROLLED BY MODULATING
RETURN AIR DAMPER BASED ON PRESSURE MEASUREMENTS, WHICH
MAINTAINS AIRFLOW RATE ACROSS A FIXED OUTSIDE AIR DAMPER.
OUTSIDE AIR DAMPER POSITION DETERMINED AT SYSTEM BALANCE.
AT SYSTEM BALANCE, SET THE RA DAMPER TO FULL OPEN AND FAN
SPEED TO FULL, WITH CLEAN FILTERS. DETERMINE THE OSA DAMPER
POSITION TO DELIVER MINIMUM AND MAXIMUM VENTILATION
AIRFLOW, AND MEASURE THE DIFFERENTIAL PRESSURE AS THE
SETPOINT FOR MINIMUM VENTILATION AIR CONTROL.
WHEN THE ECONOMIZER IS LOCKED OUT DUE TO WARM WEATHER,
MODULATE RA DAMPER POSITION TO MAINTAIN DIFFERENTIAL
PRESSURE SETPOINT.

WHEN IN THE OCCUPIED MODE, THE CONTROLLER SHALL MONITOR
ZONE CO2 LEVELS SERVED BY THIS AIR HANDLING UNIT.
CDTC:
THE CONTROLLER SHALL MODULATE VIA PROPORTIONAL - ONLY CONTROL
THE LOBBY BRANCH CONTROL DAMPER TO MAINTAIN A SETPOINT OF 900 PPM
(PER ADJUSTABLE). IF THE LOBBY BRANCH CONTROL DAMPER HAS BEEN
FULLY OPEN FOR 10 MINUTES OR LONGER AND CO2 LEVELS ARE STILL HIGHER
THAN THE SETPOINT, MODULATE VIA PROPORTIONAL-ONLY CONTROL THE
RETURN AIR DAMPER (AND OUTSIDE AIR DAMPER IF NECESSARY) TO DELIVER
NO GREATER THAN THE MAXIMUM SCHEDULED DEMAND CONTROLLED
VENTILATION RATE (USERADJUSTABLE).

MEETING ROOM:
THE CONTROLLER SHALL MODULATE VIA PROPORTIONAL ONLY
CONTROL THE RETURN AIR DAMPER (AND OUTSIDE AIR DAMPER IF
NECESSARY) TO DELIVER NO GREATER THAN THE MAXIMUM SCHEDULED
DEMAND CONTROLLED VENTILATION RATE (USER ADJUSTABLE), AND
MAINTAIN A SETPOINT OF 900 PPM (USER ADJUSTABLE). MAXIMUM
SCHEDULED DEMAND OUTSIDE AIR DAMPER POSITION SHALL BE CONTROLLED
BY DIFFERENTIAL PRESSURE CONTROL OF RETURN AIR DAMPER POSITION
DETERMINED AT SYSTEM BALANCE AS DESCRIBED IN MINIMUM VENTILATION
AIR CONTROL
HEATING:
FOR EACH HEATING COIL, ENABLE ZONE HEATING WHEN THE SYSTEM IS ON
AND WHEN OUTSIDE AIR TEMPERATURE IS LESS THAN 65 DEG F (USER
ADJUSTABLE). ZONE HEATING AND COOLING MAY ENABLED AT THE SAME
TIME. HOWEVER, IF ALL ZONES ARE IN HEATING, LOCKOUT COOLING. FOR
EACH ZONE HOT WATER CONTROL VALVE (TYPICAL)

MODULATE HOT WATER CONTROL VALVE TO CONTROL THE SPACE
TEMPERATURE.

MODULATE HOT WATER CONTROL VALVE, TO CONTROL SPACE
TEMPERATURE, UPTO THE SCHEDULED MAXIMUM DISCHARGE AIR
TEMPERATURE.

TEMPERATURE IS GREATER THAN 60 DEG.F (USER ADJUSTABLE). IF ALL ZONES
ARE IN HEATING, LOCKOUT COOLING.PROVIDE A DIFFERENTIAL DRYBULB
SENSING ECONOMIZER HI LIMIT LOCKOUT. IF THE OUTSIDE AIR IS GREATER
THAN THE RETURN AIR TEMPERATURE, THEN LOCK OUT THE ECONOMIZER,
AND PROVIDE MINIMUM VENTILATION AIR CONTROL. IF THE ECONOMIZER IS
LOCKED OUT, ONLY STAGE 3 COOLING ARE ACTIVE

RETURN AIR DAMPER IS FULL OPEN. MODULATE OUTSIDE AIR DAMPER TO
CONTROL SPACE TEMPERATURE.

OSA DAMPER IS FULL OPEN. MODULATE RETURN AIR DAMPER TO CONTROL
SPACE TEMPERATURE.

MODULATE CHILLED WATER COIL CONTROL VALVE TO MAINTAIN SPACE AIR
TEMPERATURE.
10. FREEZE PROTECTION:

IF OSA TEMPERATURE DROPS BELOW 34 DEG. F FOR 30 MINUTES AT
ANY TIME, THE HOT WATER COIL VALVE SHALL BE COMMANDED TO 10%
OPEN AND AN ALARM GENERATED STATING, "POSSIBLE FREEZING
CONDITIONS DETECTED"
11. NIGHT PURGE:

IF OUTSIDE TEMPERATURE RISES ABOVE 75 DEG F DURING THE
PREVIOUS 24 HRS, VENTILATION SYSTEM TO OPERATE
CONTINUOUSLY DURING UNOCCUPIED PERIODS WHEN OUTDOOR AIR
TEMPERATURE ARE LESS THAN 68 DEG. F (ADJUSTABLE) AND MAINTAIN
A SPACE TEMPERATURE OF 70 DEG. F (ADJUSTABLE)

A SMOKE DETECTOR (SDT) SHALL BE PROVIDED DOWNSTREAM OF THE
FAN AND HARDWIRED TO STOP THE FAN OPERATION AND
GENERATE AN ALARM UPON DETECTION OF SMOKE.
13. ALARMS:
OBSTRUCTION, EXCESSIVE LOAD ETC. WARNING SHALL BE
GENERATED UPON OPERATION OF THE FAN AT 100% SPEED
FOR GREATER THAN 4 HOURS. RA DAMPER POSITION
CO2 S.OFFICE SENSOR

2.4 Cooling Tower

COOLING TOWER SYSTEM SEQUENCE OF OPERATION
1. RUN CONDITIONS:
THE COOLING TOWER SYSTEM CONTROL SHALL BE INTEGRATED WITH
CHILLER FACTORY CONTROLS EXCEPT AS OTHERWISE NOTED IN BELOW
SEQUENCE. THE COOLING TOWER START-UP AND SHUTDOWN
SEQUENCES SHALL BE COORDINATED WITH CHILLER START-UPAND
SHUTDOWN REQUIREMENTS UNLESS OTHERWISE REQUIRED BY THE
CHILLER FACTORY CONTROLS, THE COOLING TOWER SHALL BE
ENABLED UPON DEMAND FOR COOLING FROM THE ZONES AND IF THE
OUTSIDE AIR TEMPERATURE IS BELOW 55 DEG F (ADJUSTABLE) TO
PREVENT SHORT CYCLING. THE COOLING TOWER SHALL RUN FOR AND
BE OFF FOR MINIMUM ADJUSTABLE TIMES (BOTH USER DEFINABLE),
UNLESS SHUTDOWN AN SAFETIES OR OUTSIDE AIR CONDITIONS.
2. CONDENSER WATER PUMP CONTROL:

THE CONDENSER WATER PUMPS SHALL OPERATE IN A LEAD / STAND BY
FASHIONS. THE LEAD CONDENSER WATER PUMP SHALL RUN ANYTIME
THE CHILLER IS CALLED TO RUN. THE LEAD PUMP SHALL START
PRIOR TO THE CHILLER BEING ENABLED AND SHALL STOP ONLY
AFTER THE CHILLER IS DISABLED. THE PUMPS SHALL THEREFORE
HAVE A USER ADJUSTABLE DELAY ON START AND A USER
ADJUSTABLE DELAY ON STOP. THE DELAY TIMES SHALL BE SET
APPROPRIATELY TO ALLOW FOR ORDERLY CHILLED WATER SYSTEM
START-UP, SHUTDOWN AND SEQUENCING. ON A FAILURE OF THE LEAD
PUMP, THE STANDBY PUMP SHALL RUN AND THE LEAD PUMP SHALL
TURN OFF. THE DESIGNATED LEAD PUMP SHALL ROTATE MONTHLY.
3. CONDENSER WATER TEMPERATURE CONTROL:

THE CONDENSER WATER PUMPS AND COOLING TOWER FAN SHALL
OPERATE TO MINIMUM A CONDENSER WATER TEMPERATURE SETPOINT.
THE PUMPS AND COOLING TOWER SHALL ALSO OPERATE TO MAINTAIN
A MINIMUM ENTERING WATER TEMPERATURE TO THE CHILLER.
STAGE 1:
LOW - CHILLER -LIFT AVOIDANCE:
NATURAL DRAFT, MINIMUM FLOW.
IF TOWER WATER TEMPERATURE IS LESS THAN 72 DEG. F (ADJ.) OR THE
MINIMUM CHILLER LIFT AS RECOMMENDED BY CHILLER MANUFACTURER,
DECREASE THE PUMP VFD SPEED TO MAINTAIN THE MAXIMUM OF

a) 72 DEG F (ADJ.) TOWER ENTERING WATER TEMPERATURE
b.) THE MINIMUM WATER FLOW RATE RECOMMENDED BY THE CHILLER
MANUFACTURER
c.) THE MINIMUM CHILLERTEMPERATURE LIFT AS RECOMMENDED BY
CHILLER MANUFACTURER. DETERMINE PUMP SPEED REQUIRED TO MAINTAIN
MINIMUM CHILLER FLOW AT SYSTEM BALANCE, WITH A DIRTY FILTER.
STAGE 2:
NORMAL OPERATION, NATURAL DRAFT.
LEAD CONDENSER WATER PUMP IS ON, PUMP SPEED AT VFD DELIVERS DESIGN
CONDENSER WATER FLOWRATE TO TOWER. COOLING TOWER FAN IS OFF.
DETERMINE PUMP SPEED REQUIRED TO MAINTAIN DESIGN FLOW AT SYSTEM
BALANCE WITH DIRTY FILTER.
STAGE 3:
NORMAL OPERATION, FORCED DRAFT:
LEAD CONDENSER WATER PUMP RUNS. COOLING TOWER FAN SPEED
MODULATES FROM MINIMUM TO MAXIMUM SPEED TO MAINTAIN A MAXIMUM
TOWER LEAVING WATER TEMPERATURE SETPOINT OF 73.5 DEG. F (ADJ.)
4. ALARMS SHALL BE PROVIDED AS FOLLOW:
COOLING TOWER FAN FAILURE: COMMANDED ON BUT STATUS IS OFF.
RUNNING IN HAND: COMMANDED OFF, BUT THE STATUS IS ON.
RUNTIME EXCEEDED: STATUS RUN TIME EXCEEDS A USER DEFINABLE

LIMIT.
VFD FAULT
HIGH CONDENSER WATER SUPPLY (BASIN) TEMP. IF GREATER THAN 86F

(ADJ.)
LOW CONDENSER WATER SUPPLY (BASIN) TEMP: IF LESS THAN 38 DEG F

(ADJ)
5. COOLING TOWER SHOULD BE LOCKED OUT FROM OPERATION IF THE

OUTSIDE AIR TEMPERATURE IS LESS THAN 55 DEG.F

2.5 Chiller Plant

CHILLER PLANT SEQUENCE OF OPERATION
1. CHILLER RUN CONDITIONS:

THE CHILLER SHALL BE ENABLED UPON DEMAND FOR COOLING FROM
THE ZONES AND IF THE OUTSIDE AIR TEMPERATURE IS GREATER
THAN 55 DEG. F (USER ADJUSTABLE) THE CHILLER SHALL BE LOCKED
OUT WHEN THE OUTSIDE AIR TEMPERATURE IS BELOW 55 DEG. F (USER
ADJUSTABLE) . THE CHILLER SHALL USE ITS OWN SAFETIES AND
CONTROLS FOR OPERATION, AND INTERFACE WITH THE BUILDING
CONTROL SYSTEM FOR SYSTEM MONITORING, START STOP CONTROL,
AND SETPOINT CONTROL
2. PUMP CONTROL:
THE CHILLED WATER PUMP SHALL OPERATE IN LEAD / STANDBY
MANNER. UPON DEMAND FOR COOLING FROM THE ZONES, OR UPON A
CALL FOR CHILLER START-UP, ONE PUMP SHALL OPERATE. PUMPS
SHALL SWITCH LEAD/STANBY STATUS MONTHLY.
PUMP SPEED CONTROL:

A. THE PUMP SHALL BE CONTROLLED VIA PROPORTIONAL AND
INTEGRAL CONTROL TO MAINTAIN THE LOOP
DIFFERENTIAL PRESSURE SETPOINT ACROSS
THE SUPPLY AND RETURN HEADERS AT THE END OF THE
LOOP BUT PRIOR TO ANY DEVICE CONTROL VALVE. SET
INITIALLY DIFFERENTIAL PRESSURE
SETPOINT @ 12 PSI (ADJUSTABLE). THE FINAL
SETPOINT SHALL BE DETERMINED BY THE AIR BALANCER.
B. MINIMUM MOTOR SPEED SHALL BE SET TO 5% OF NORMAL

RATED MOTOR SPEED.
3. ALARMS:
A. AN ALARM SHALL BE GENERATED UPON PUMP MOTOR
FAILURE.
B. AM MAXIMUM PUMP CAPACITY REACHED - CHECK FOR
OBSTRUCTION, EXCESSIVE LOAD, ETC".
WARNING SHALL BE GENERATED UPON
OPERATION OF THE PUMP AT 100% SPEED FOR GREATER
THAN 4 HOURS.
4. LEAD / STANDBY CONTROL

A. LEAD / STANDBY PUMP STATUS SHALL SWITCH MONTHLY

3. SETPOINT CONTROL:
THE CHILLED WATER SETPOINT TEMPERATURE SHALL BE RESET BASED
ON THE OUTSIDE AIR TEMPERATURE.. AS OUTSIDE AIR TEMPERATURE
DROPS FROM 75 DEG. F (ADJUSTABLE) TO 55 DEG. F (ADJ.) THE CHILLED
WATER SUPPLY TEMPERATURE SETPOINT SHALL RESET UPWARDS BY
ADDING FROM 0 DEG.F (ADJ) TO DEG. F (ADJ) TO THE CURRENT SETPOINT.
4. MINIMUM FLOW BYPASS CONTROL:

THE MINIMUM FLOW BYPASS SHALL BE CONTROLLED BY
PROPORTIONAL AND INTEGRAL LOOP CONTROL TO MAINTAIN THE
MINIMUM FLOW THROUGH THE CHILLER AS MEASURED BY THE FLOW
METER FM-1 THIS MINIMUM FLOW SHALL BE SET TO CORRESPOND TO 5%
ABOVE THE MANUFACTURER'S MINIMUM ALLOWED FLOW RATE.
5. ALARMS:
AT A MINIMUM, AN ALARM SHALL BE GENERATED FOR A FOLLOWING
CONDITIONS AND / OR EVENTS;
A. PUMP MOTOR FAILURE / FAULT
B FAILURE TO MAKE SETPOINT FOR 20 CONSECUTIVE
MINUTES
C. BYPASS AT OR ABOVE 30% OPEN FOR 6 CONSECUTIVE
HOURS
6. MONITORING:
AT A MINIMUM, TREND SUPPLY WATER TEMPERATURE, SUPPLY WATER
TEMPERATURE SETPOINT, RETURN WATER TEMPERATURE, CHILLER
ON/OFF, CHILLER RUN TIME, AND CHILLED WATER FLOW.

2.6 Refrigerant Detection System

REFRIGERANT DETECTION SYSTEM SEQUENCE OF OPERATION
1. Start/Stop: Refrigerant monitoring system shall be enabled and operated continuously.
2. Upon detection of refrigerant above the specified code required levels, do all of the
following: Provide alarm to BMS. Turn on machinery room ventilation fan if not already on.
Activate audio and visual alarm inside and outside machinery room.
3. Emergency Operations of the refrigerant monitoring system shall comply with these
sequences and CMC Ch 11 RMR requirements.
EF-15 SEQUENCE OF OPERATION
1. Start/Stop: EF-15 shall run continuously.
2. Provide an alarm if the EF-15 status is Off.
BREAK-GLASS SWITCH SEQUENCE OF OPERATION
Stop Control: If the break glass switch is activated, all electrically energized equipment is the
refrigerant machinery room shall be turn off. Hard wired electrical interlock shutdown (by
Electrical): CH-1, B-1, B-2, WT-1, CWF-1, Plug outlets, Transformers providing 24V power
to equipment in the RMR. BMS shutdown: BP-1, BP-2, HHWP-1 and VFD, HHWP-2 and
VFD, CHWP-1 and VFD, CHWP-2 and VFD. Provide alarm if the equipment is commanded
off but status is on

2.7 Hot Water System

HOT WATER SYSTEM CONTROL:
1. BOILER RUN CONDITIONS:

THE BOILER SYSTEM SHALL BE ENABLED TO RUN WHENEVER:
HOT WATER COIL VALVES ARE COMMANDED OPEN, AND OUTSIDE AIR
TEMPERATURE IS LESS THAN 65 DEG. F (USER ADJUSTABLE).
TO PREVENT SHORT CYCLING, THE BOILER SYSTEM SHALL RUN FOR

AND BE OFF FOR MINIMUM ADJUSTABLE TIMES (BOTH USER
DEFINABLE) UNLESS SHUT DOWN ON SAFETIES OR OUTSIDE AIR
CONDITIONS.THE BOILER SYSTEM SHALL BE LOCKED OUT WHEN
OUTSIDE AIR TEMPERATURE EXCEEDS THE HEATING LOCKOUT
TEMPERATURE 65 DEG. F (USER ADJUSTABLE).
2. STAGING CONTROL:
BOILERS SHALL BE RUN IN PARALLEL WHENEVER LOAD IS HIGH
ENOUGH TO AVOID CYCLING. PARALLEL BOILER OPERATION SHALL
RESUME AS SOON AS BUILDING LOAD PERMITS OPERATION OF BOTH
BOILERS AT 20% OF THEIR RATED CAPACITY.WITH APPROVAL, BOILER
STAGING BY THE BOILER'S INTEGRATED ON BOARD CONTROL MAY
SUBSTITUTED.
3. BOILER PUMP CONTROL:

WHEN THE BOILER IS OPERATING, THE PUMP SHALL OPERATE, AND
SHALL CONTINUE TO OPERATE FOR 5 MINUTES AFTER BOILER
SHUTDOWN. WHEN AVAILABLE, DIRECT CONTROL OF THE PUMP BY
INTEGRATED BOILER CONTROL IS ALLOWED. PUMP FAULT SHALL CAUSE
AN ALARM ON CENTRAL CONTROL SYSTEM.
4. HOT WATER PUMP CONTROL:

THE LEAD HOT WATER PUMP SHALL OPERATE WHEN ANY HOT WATER
COIL IS OPEN AND ANY ZONE CALLS FOR HEATING. AT SYSTEM
BALANCE, SET MINIMUM HOT WATER PUMP SPEED SUCH THAT
MINIMUM HOT WATER LOOP FLOW RATE IS AT LEAST EQUAL TO THE
BOILER LOOP FLOW RATE.
VARIABLE SPEED PUMPS CONTROL:
ALL SUGGESTED SETOUTS AND SETTINGS ARE TO BE USER ADJUSTABLE IN

GRAPHICS.
1. SCHEDULING:
A. THE LEAD PUMP SHALL OPERATE UPON DEMAND
FROM THE SUPPLIED LOOP.
B. SUCH PUMP IS SIZED FOR THE FULL LOAD. ONLY ONE
PUMP SHALL RUN AT A TIME

2. PUMP SPEED CONTROL:
A. THE PUMP SHALL BE CONTROLLED VIA
PROPORTIONAL AND INTEGRAL
CONTROL TO MAINTAIN THE LOOP DIFFERENTIAL
PRESSURE SETPOINT ACROSS THE
SUPPLY AND RETURN HEADERS AT THE END OF THE
LOOP BUT PRIOR TO ANY DEVICE CONTROL VALVE.
SET INITIALLY DIFFERENTIAL PRESSURE SETPOINT @ 12 PSI
(ADJUSTABLE). THE FINAL SETPOINT SHALL BE
DETERMINED BY THE AIR BALANCER.
B. MINIMUM MOTOR SPEED SHALL BE SET TO 5% OF
NORMAL RATED MOTOR SPEED.
3. ALARMS:
A. AN ALARM SHALL BE GENERATED UPON PUMP
MOTOR FAILURE.
B. AM MAXIMUM PUMP CAPACITY REACHED - CHECK
FOR OBSTRUCTION, EXCESSIVE LOAD,
ETC". WARNING SHALL BE GENERATED UPON
OPERATION OF THE PUMP AT 100% SPEED FOR
GREATER THAN 4 HOURS.
4. LEAD / STANDBY CONTROL

A. LEAD / STANDBY PUMP STATUS SHALL SWITCH
MONTHLY.
5. SETPOINT CONTROL:
THE HOT WATER SUPPLY SETPOINT SHALL BE RESET BASED ON OUTSIDE
AIR TEMPERATURE ACCORDING TO THE FOLLOWING SCHEDULE:
OUTSIDE AIR TEMPERATURE HWS TEMPERATURE
65 DEG. F 125 DEG. F
30 DEG. F 145 DEG. F
6. LEAD / LAG DESIGNATION

WHEN SINGLE BOILER OPERATION IS REQUIRED BY LOW LOAD, THE
OPERATING BOILER AND PUMP SHALL ALTERNATED EVERY MONTH TO
EQUALIZE EQUIPMENT RUNTIME. AT ANY TIME LOAD PERMITS,
BOILERS AND BOILER PUMPS SHALL OPERATE PARALLEL.
7. ALARMS:
AT A MINIMUM AN ALARM SHALL BE GENERATED FOR THE FOLLOWING
CONDITIONS AND/OR EVENTS:
A. BOILER FAILURE/FAULT
B. PUMP MOTOR FAILURE/FAULT
C. FAILURE TO MAKE SETPOINT FOR 20 CONSECUTIVE
MINUTES.

8. MONITORING:
IN ADDITION TO ALLOWING TRENDING OF ALL DEFINED POINTS, HOURS
OF SINGLE BOILER OPERATION SHALL BE MAINTAINED AND
DISPLAYED BY THE DDC SYSTEM. A SEPARATE SUMMATION OF
HOURS OF DUAL BOILERS OPERATION SHALL ALSO BE MAINTAINED.

2.8 Exhaust Fans

EXHAUST FANS SEQUENCE OF OPERATION
EXHAUST FANS EF-1, EF-11, EF-13, EF-17, EF-18
Exhaust fans - temperature controlled. All suggested setpoints and settings are to be adjustable.
1. Scheduling:
The exhaust fan shall be enabled based on a 24, 7-day occupancy schedule, user adjustable. Set
initial schedule to 24/7 operation.
2. The exhaust fan shall start when the space temperature rises above the space temperature
setpoint, and shall stop when the space temperature drops below the space temperature
setpoint.Use 4 Deg.F deadband.
3. An alarm shall be generated upon exhaust fan motor failure.
EXHAUST FANS EF-2, EF-19

Exhaust fans –
Time schedule controlled. All suggested setpoints and settings are to be adjustable.
1. Scheduling: the exhaust fan shall be enabled based on occupancy time scheduled, user
adjustable.
2. Start/Stop: The fan shall run during occupancy hours (user adjustable) and shall be turned
off otherwise.
3. An alarm shall be generated upon exhaust fan motor failure.

PART 3 - Scheduling and Occupancy

While pre-functional tests may typically be run or executed in any order, certain prerequisites
may prevent particular tests from being executed first or last. Please read each test’s
prerequisites (some tests may not have them).

3.1 Scheduling – Normal Occupancy Mode
Test Level: Pre-Functional Test Attendance: CA, BMS

Test Type: BMS Estimated Time: 15 minutes
Purpose:
Verify occupancy times, including that equipment and systems are grouped in the correct schedules. This
procedure assumes there is one (1) schedule. Add additional schedules, as required.
Prerequisite:
Front end computer/controller/server must be communicating for this test to be implemented. All BMS panels
and BMS-controlled equipment should be fully operational and in automatic mode.
Instruction:
Input the actual programmed start/stop times, by day of week (DOW). Enter time in military time (0800, 1730,
etc.). Enter TOD on/off data in rows A and B, and use rows C and D as the pass/fail rows for A and B
respectively. Verify that the schedules do, in fact, turn equipment on/off. List which equipment is grouped in
its respective schedule. The following schedule is assumed by the CxA.
Schedule Name: Main HVAC Schedule

Occupancy Schedule Monday Tuesday Wednesday Thursday Friday Saturday Sunday
A – Enter ON time 700 700 700 700 700 n/a n/a
B – Enter OFF time 1800 1800 1800 1800 1800 n/a n/a
C – Verify Row A, P/F
D – Verify Row B, P/F
List all Equipment in Group:
Main HVAC Schedule 24/7

AHU-1 EF-1, EF-11, EF-13, EF-17, EF-18, EF-15
AHU-2
AHU-3
EF-2, EF-19
HWS
CHWS, Cooling Tower
Split-System AHUs
Commissioning Comments/Issues
Note Date Issue Attn:
1
2
3
4
5
6
7
___________________________ ___________ _________ _________ [x] Initial Test

Commissioning Authority Date Date Date
___________________________ ___________ _________ _________ [ ] Retest
Controls Technician Date Date Date
___________________________ ___________ _________ _________
Other Witness/Attendee Date Date Date

3.2 Scheduling – Enhanced Scheduling Features

Purpose:
Verify that the following scheduling energy-saving features exist and are functional. Notate if they are not
specified, and carry the notation in the Commissioning Issues Log (this gives the designer and/or Owner the
opportunity to add the features).
Prerequisite: Same as Test 3.1
Instructions:
Enter the earliest time (in minutes/hours) that the system can start, in advance of the normal ON time shown
above. Similarly, if there is an advanced stop/coast down feature in the afternoon or evening, then enter its
earliest enable time. Enter the night setback and setup temperature values (°F). In the After Hours column, enter
the duration of time (in minutes) that the system will run when enabled either in night setback/setup. Once
values are entered, verify that they function by entering Pass/Fail (P/F). Enter time data in row A, and use row B
as the pass/fail row for row A.
After Hours Features Optimum Coast Night Night After Notes

Start Down Setback Setup Hours
A – Enter time n/a °F °F Min
B – Verify Row A, P/F n/a °F °F Min
Enter the optimum start reset scale; enter the top and bottom end of the temperature scale, and enter the time
(in minutes) that correspond to the temperature scale. Verify it works by simulating the inputs. For example, if
heating optimum start were based solely on an outdoor temperature reset scale of 30-70°F, and if each degree
below 70° advance started the building by two minutes, then simulating a 60° outside temperature should yield a
20 minute advance start. Weight factor = the greater influence of OAT vs. ID temp. or vice versa.
Optimum Start Parameters Degrees Minutes Pass/Fail Notes

Outdoor temperature reset scale
Indoor temperature reset scale n/a n/a n/a
Weight factor of OAT vs. building temperature n/a n/a n/a
List any other factors
1
2
3
___________________________ ___________ _________ _________ [x] Initial Test

___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

3.3 Scheduling – Holiday Scheduling

Purpose:
Verify that the BMS subcontractor and/or Owner have programmed the system for holiday scheduling.
Prerequisite: Same as Test 3.1
Instructions:
List the holidays that are programmed. Add additional holidays as needed.
List Holidays List Date Indicate Pass/Fail Comments Notes

Y/N if it is
scheduled
Labor Day n/a
Thanksgiving n/a
Christmas n/a
President’s Day n/a
MLK Day n/a
Memorial Day n/a
4th of July n/a
1
2
3
4
5
___________________________ ___________ _________ _________ [x] Initial Test

___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

PART 4 - Graphics, Trends and Alarms


4.1 Graphics – Sampling of Accuracy

Test Type: BMS Estimated Time: 15-30 minutes
Purpose:
Verify the accuracy of the graphics. Graphical User Interface (GUI) must be functional prior to testing.
Prerequisite:
and BMS-controlled equipment should be fully operational and in automatic mode. Graphics must be fully
installed and functional. A jump/thumb/USB drive will be needed to store screen shots.
Instruction:
Other tests verify that inputs/outputs are terminated correctly. For example, if a command to start AHU-1 is
given, AHU-1 should start, not AHU-2. However, are the graphics accurate? If AHU-1 fan status is viewed on
the graphics as being ON, has the coding been inadvertently switched, and the viewer is actually seeing the fan
status of AHU-2? This test samples various inputs and outputs, chosen at the Commissioning Authority’s
discretion. The sampled I/Os should be listed below, and should also indicate whether they Passed/Failed (P/F).
Also indicate with a Yes/No (Y/N) if a screen shot has been captured and will be attached to the test
procedures.
Graphic Screen Name Point ID Point Description Pass/Fail Screen Note

Shot
Building Overview
Floor plan
AHU-1
AHU-2
AHU-3
FC-1
FC-2
EF-1
EF-2
EF-11
EF-13
EF-15
EF-17
EF-18
EF-19
Chiller Plant
Cooling Tower
Refrigerant Monitor
Hot Water System
Domestic Hot Water
VAV Boxes
OAT & %RH
Building SP
Building CO2 ppm
Outdoor CO2 ppm

1
2
3
4
5
___________________________ ___________ _________ _________ [x] Initial Test

___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

4.2 Graphics – Content and Navigation

Purpose:
Verify that the content of the graphics are intuitive and suitably represent the installed systems, and that the
navigation links exist and work correctly. GUI must be functional prior to testing.
Prerequisite:
installed and functional. A jump/thumb/USB drive will be needed to store screen shots.
Instruction:
A. Verify navigation (that clicking on a link takes you to that specific graphic or page).
B. Are the graphics informative, in the sense they provide the right balance of information?
C. Is the information being presented clear in what it is depicting? Well organized?
D. Is the graphic readable? Is the font a good size? Enough spacing, not all crammed together?
In steps A-D indicate either Pass/Fail (P/F). Also indicate with a Yes/No (Y/N) if a screen shot has been captured
and will be attached to the test procedures.
Graphic Screen A: B: C: D: Screen Shot Notes

Name Navigation Informative Clear Readable Y/N
Works Balanced Organized Good Visuals
Building Overview
Floor plan
AHU-1
AHU-2
AHU-3
FC-1
FC-2
EF-1
EF-2
EF-11
EF-13
EF-15
EF-17
EF-18
EF-19
Chiller Plant
Cooling Tower
Refrigerant
Monitor
Hot Water System
Domestic Hot
Water
VAV Boxes
OAT & %RH
Building SP
Building CO2 ppm
Outdoor CO2 ppm

1 Graphic should indicate why unit is ON: schedule, opt. start, after hours
o’ride
2 Graphics to show setpoints: Occ/Unoccup clg/htg, economizer changeover
3
4
5
___________________________ ___________ _________ _________ [x] Initial Test

___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

4.3 Trending - Recommendations & Worksheet

Purpose:
Verify that trending is set-up. These trends are a critical diagnostic commissioning test.
Prerequisite:
installed and functional. A jump/thumb/USB drive will be needed to store trend reports.
Recommended Trends:
Trend Title Monitoring Instructions
AHUs, FCUs: 1-Stable performance, stable loops, maintains steady temperatures & SPs
2-Economizer, heating/cooling – no simultaneous modes, stpts reset at
night
3-Triggering at correct setpoints; proper OA damper reactions, min OA
4-Scheduling: follows schedule, optimum start works, TOV works
Exhaust Fans 1-Triggering at correct setpoints; proper damper reactions
VAV Boxes 1-Stable performance, stable loops, maintains steady temperatures
2- Stpts reset at night; TOV works
3-Triggering at correct setpoints
Building Static Pressure 1-Stable performance, stable loop, maintains steady SP
Chiller Plant 1-Stable performance, stable loops, maintains steady temperatures
2- Lead/lag works (on main plant only); triggering at correct setpoints
3- Correct control of capacity
4 – Triggers on/off as specified (main plant only; other plant is 24/7)
HW Heating Plant 1-Stable performance, stable loops, maintains steady temperatures
2 – Triggers on/off as specified
Selection of trends is at the Commissioning Authority’s discretion. The above are simply recommendations. For
example, trend selection may be based on critical points. Examples: the CEO’s office, a server room, a critical
process, an exterior versus interior zone, a zone at the far end of a duct or H2O run, steady control of a PID
loop, shifting between heating and cooling cycles, occupancy scheduling, optimum start effectiveness, etc.
NOTE: As an alternative to filling out the following tables, screen shots can be printed and then marked up
(notating any issues and pass/fail), dated, initialed and scanned to become part of the commissioning record.
Make a note on this form if an alternative method of documentation is selected.
- Continued on next page -

4.3 Trending (continued)

Test Level: Pre-Functional Test
Test Type: BMS
System:
Instruction:*
A. Record System name or title (AHU-1, Pump 3, T’stat 202, etc.)
B. Record point being trended (SA temp, pump status, zone temp, etc.)
C. Record the trending time interval (15 min is typical) or if it is logging COS/COV
D. How many hours or days or weeks is the trend depicting?
Indicate with a Yes/No (Y/N) if a screen shot has been captured and will be attached to the test procedures.
System Name Point Being Trend Trend Pass/Fail Trend Date Notes
Trended Interval Duration Saved
Y/N
* As an alternative to filling out this table, screen shots can be printed and then marked up (notating any issues and pass/fail), dated, initialed
and scanned to become part of the commissioning record. Make a note on this form if this (or another) alternative method of
documentation is selected.
1
2
3
4
5
6
7
___________________________ ___________ _________ _________ [x] Initial Test

___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

4.3 Trending (continued)
Test Type: BMS
System:
Instruction:*
A. Record System name or title (AHU-1, Pump 3, T’stat 202, etc.)
B. Record point being trended (SA temp, pump status, zone temp, etc.)
C. Record the trending time interval (15 min is typical) or if it is logging COS/COV
D. How many hours or days or weeks is the trend depicting?
Indicate with a Yes/No (Y/N) if a screen shot has been captured and will be attached to the test procedures.
System Name Point Being Trend Trend Pass/Fail Trend Date Notes
Trended Interval Duration Saved
Y/N
* As an alternative to filling out this table, screen shots can be printed and then marked up (notating any issues and pass/fail), dated, initialed
and scanned to become part of the commissioning record. Make a note on this form if this (or another) alternative method of
documentation is selected.
1
2
3
4
5
6
7
___________________________ ___________ _________ _________ [x] Initial Test

___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

4.4 Alarms - Recommendations & Worksheet

Purpose:
Verify that alarms have been set-up and are functional.
Prerequisite:
installed and functional. Alarms must be programmed, including notification functions.
Recommended Alarms:
Listed below are typical kinds of alarms that should be verified. Keep in mind that some input points have more
than one alarm. For example, a temperature sensor is going to typically provide a “too hot,” “too cold” and a
“sensor fail” alarm.
Alarm Title Monitoring Instructions
High/low temperatures – Air Supply, mixed, return and zone temperatures
High/low temperatures – H2O Supply and return temperatures
High/low pressures Duct, filter, building SP, EF SP setpoint
Failure to start – Air systems Supply/return(exhaust) fans, cooling/heating/economizer mode
Failure to start – CHW/Htg Chillers, boilers, pumps, cooling towers
High CO2 High is if CO2 >1000 PPM +/- 100 PPM
Sensor failure Any temperature sensor. Be certain to test the OAT sensor
Sensor failure Any pressure sensor. Be certain to test building SP and any H20 DPs
- Continued on next page -

4.4 Alarms (continued)

Test Type: BMS
Unit Tag/ID: AHU-
Instruction:
A. Record Alarm name or title (AHU-1, Pump 3, T’stat 202, etc.)
B. Record point being alarmed (SA temp, pump failure, zone temp, etc.)
C. Record the alarm trigger/setpoint, i.e., what creates the alarm event?
D. Record any programmed delay (in minutes or seconds – indicate which: Ex- 5min/ or 30sec/ )
E. Trigger the alarm (simulations are okay); verify that it was initiated
F. Reset the alarm condition, and verify that it cleared
G. Return all overrides back to normal and/or automatic mode
Alarm Event Point Being Specified Trigger Alarm Initiated Cleared Normal Notes
Title Alarmed Alarm P/F Delay Y/N Y/N Y/N
Trigger ON
Main AHUs
AHU- SF status No fan
AHU- RF status No fan
AHU- SF VFD Alarm VFD
AHU- RF VFD Alarm VFD
AHU- SA Temp Hi 10 min
AHU- SA Temp Lo 10 min
AHU- Lo Min OA 10 min
flow
AHU- SF SP setpoint 5 min
AHU- Bldg SP 10 min
setpoint
Stairwell AHUs
AHU- SF status No fan
AHU- Gas furnace No heat
AHU- SA Temp Hi 10 min
AHU- SA Temp Lo 10 min
1
2
3
4
5
6
7
___________________________ ___________ _________ _________ [x] Initial Test

___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

Test Type: BMS
Unit Tag/ID:
Instruction:
Trigger ON
Fan Coil Units
FCU- SF status No fan
FCU- SA Temp Hi 10 min
FCU- SA Temp Lo 10 min
VAV Boxes
VAV- Zone Temp Hi 5 DegF
VAV- Zone Temp Lo 5 DegF
Exhaust Fans
EF- EF status No fan
1
2
3
4
5
6
7
___________________________ ___________ _________ _________ [x] Initial Test

___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

Test Type: BMS
Unit Tag/ID:
Instruction:
Trigger ON
Main CHW Plant
Chiller Status No start
CHW temp CHWS >50° 1 hour
CHW temp CHWS < 40° 1 hour
Prim Pump Status No start
Sec Pump Status No start
CW Pump Status No start
CTwr Fan Status No start
VFD Fault Internal Alarm Fail
CHW Iso Valve status Fail OP
CW Iso Valve status Fail CL
CW temp CWS > 95° 30 min
CW temp CWS < 64° 30 min
CW temp CWR > 95° 30 min
CW temp CWR < 64° 30 min
Diff Prssr DP>5 psi of 30 min
stpt
Diff Prssr DP<5 psi of 30 min
stpt
1
2
3
4
5
6
7
___________________________ ___________ _________ _________ [x] Initial Test
___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

Test Type: BMS
Unit Tag/ID:
Instruction:
Trigger ON
FCU CHW Plant
Chiller Status No start
CHW temp CHWS >50° 1 hour
CHW temp CHWS < 40° 1 hour
CHW Pump Status No start
CW Pump Status No start
Fluid Cooler Status No start
CHW Iso Valve status Fail OP
CW Iso Valve status Fail CL
CW temp CWS > 95° 30 min
CW temp CWS < 64° 30 min
CW temp CWR > 95° 30 min
CW temp CWR < 64° 30 min
Runtime Pump Hours
1
2
3
4
5
6
7
___________________________ ___________ _________ _________ [x] Initial Test

___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

Test Type: BMS
Unit Tag/ID:
Instruction:
Trigger ON
Heating HW Plant
Boiler Status No start
HW Pump Status No start
Hi ∆P 5psi out/range Stpt
Lo ∆P 5psi out/range Stpt
HW temp 20° > stpt [1]
HW temp 20° < stpt [1]
Runtime Pump Hours
1
2
3
4
5
6
7
___________________________ ___________ _________ _________ [x] Initial Test

___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

PART 5 - Air Handling Units

This section includes at least one (1) functional test.

5.1 Air Handling Units – BMS Input/Output Verifications

Unit Tag/ID:
AHU-1 AHU-2 AHU-3
Purpose:
Verify that the specified inputs/outputs exist on the BMS system. This sheet is for sampling and/or verifying the
contractor’s completed I/O checkout forms. (It can also be used by the contractor in lieu of their own checkout
sheets.)
Prerequisite:
BMS panel is powered and fully terminated. All I/Os are visible via a laptop or workstation. All wiring and
terminations are labeled. All end devices (sensors, actuators, valves, relays, etc.) are terminated and functional.
The BMS subcontractor has submitted the completed I/O checkout forms, including submitting a copy to the
Commissioning Authority. A VOM meter may be needed for troubleshooting and/or verification.
Instruction:
I/Os may be spread among different panels. This is not a test to determine which panel a point is terminated in.
It is simply a back check to verify that the specified points exist.
A. Name the input/output point, and if it is an AO, AI, DO, DI.
B. Indicate if the point is terminated and if the point can be viewed on the BMS laptop or workstation.
I/O Point Type of Terminated Viewable Comments Notes
Name I/O P/F P/F
OAT AI Global point – only check one time
Bldg SP AI Global point - only check one time
MinOA AFMS AI
SF AFMS AI
RF AFMS AI
MA Temp AI
RA Temp AI
SA Temp AI
Filter DPS DI
SF Status DI
RF Status DI
SF VFD Speed AO
RF VFD Speed AO
Economizer AO
Clg Valve AO
Htg Valve AO
SF start/stop DO
RF start/stop DO

___________________________ ___________ _________ _________ [x] Initial Test
___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

5.2 Air Handling Units – BMS Digital Input (DI) Tests

Unit Tag/ID:
AHU-1 AHU-2 AHU-3
Purpose:
Verify the calibrations and/or functionality of the digital inputs. This sheet is for sampling and/or verifying the
sheets.)
Prerequisite:
Same prerequisites as test 5.1.
Instruction:
Sample all digital inputs. If a current transformer (CT) or current switch (CS) is being used to monitor device
on/off status, make sure the CT/CS is calibrated in a manner that allows it distinguish the difference between a
fan (that has a belt drive) being ON and working correctly, and a fan that is ON but the belt is broken. This
would be the setting indicated below as the “Actual Trip Point.” The “Specified Setpoint” establishes the exact
setpoint that a device is supposed to trip, alarm or signal.
I/O Point Type of Specified Actual Trip Pass/Fail Instructions Notes

Name I/O Setpoint Point
SF VFD Fault DI Turn fan on/off, verify
status
RF VFD Fault DI Turn fan on/off, verify
status
SF Status DI Turn fan on/off, verify
status
RF Status DI Turn fan on/off, verify
status
Filter DPS DI .75” Simulate blocked filter
Zone O’ride DI Verify BMS sees the input
___________________________ ___________ _________ _________ [x] Initial Test

___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

5.3 Air Handling Units – BMS Analog Input (AI) Tests

Unit Tag/ID:
AHU-1 AHU-2 AHU-3
Purpose:
Verify the functionality of the analog inputs.
Prerequisite:
Same as test 5.1, with the addition that all calibrations are complete, and the calibration report has been
submitted, with a copy given to the Commissioning Authority.
Instruction:
Sample all analog inputs. Verify that inputs are not crossed. For example, make sure that Sensor 1 is not showing
up on the BMS as Sensor 2. Methods used to perform this verification may include taking a wire loose, moving a
setpoint, performing TOV, or changing a condition (example, creating more CO2 on a CO2 sensor). Verify that
the Timed Override (TOV) works, where applicable
I/O Point Type of Correctly TOV Pass/Fail Notes

Name I/O Pathed? Works?
OAT AI Global point – only check one time
Bldg SP AI Global point – only check one time
MinOA AFMS AI
SF AFMS AI
RF AFMS AI
MA Temp AI
RA Temp AI
SA Temp AI
1
2
3
4
5
6
7
___________________________ ___________ _________ _________ [x] Initial Test

___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

5.4 Air Handling Units – BMS Digital Output (DO) Tests

Unit Tag/ID:
AHU-1 AHU-2 AHU-3
Purpose:
Verify that the end devices start/stop from the BMS. This sheet is for sampling and/or verifying the contractor’s
completed I/O checkout forms. (It can also be used by the contractor in lieu of their own checkout sheets.)
Prerequisite:
Instruction:
Sample all digital outputs. Turn each output point on and off as indicated. Verify that outputs aren’t switched, i.e.,
that output point 1 is turning on device 1 not device 2.
I/O Point Type of BMS BMS Pass/Fail Instructions Notes

Name I/O Command Command
ON OFF
SF start/stop DO
RF start/stop DO
1
2
3
4
5
6
7
___________________________ ___________ _________ _________ [x] Initial Test

___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

5.5 Air Handling Units – BMS Analog Output (AO) Tests

Unit Tag/ID:
AHU-1 AHU-2 AHU-3
Purpose:
Verify that the end devices modulate from the BMS. This sheet is for sampling and/or verifying the contractor’s
Prerequisite:
Instruction:
Sample all analog outputs. Command each output point as indicated. Visually verify that the stroke position is
basically equivalent to the command.
I/O Point Type of BMS BMS BMS Pass/Fail Notes

Name I/O Command Command Command
0% 50% 100%
SF VFD Speed AO 0%/ 50%/ 100% [1]
RF VFD Speed AO 0%/ 50%/ 100% [1]
Economizer AO 0%/ 50%/ 100% [2]
Htg Valve AO 0%/ 50%/ 100%
1 These percentages are typically 15hz, 35.5hz and 60 hz
2 Verify that OA/RA/Relief dampers move in proportion to each other
3
4
5
6
7
___________________________ ___________ _________ _________ [x] Initial Test

___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

5.6 Air Handling Units – BMS Analog Input (AI)

Calibrations

Unit Tag/ID:
AHU-1 AHU-2 AHU-3
Purpose:
Verify the calibration of the analog inputs. This sheet is for sampling and/or verifying the contractor’s completed
I/O checkout forms. (It can also be used by the contractor in lieu of their own checkout sheets.)
Prerequisite:
submitted, with a copy given to the Commissioning Authority, Certified temperature meters and
magnehelics/manometers are required (verify resolutions). The same meter used by the BMS contractor to
perform initial calibration should be used for this back check.
Instruction:
Sample all analog inputs. First enter the BMS displayed data, and then enter the meter data in the next column.
Temperature readings should be within +/- 1°F. All other readings should be within +/-3%.
I/O Point Type of BMS Meter Pass/Fail Notes

Name I/O Reading Reading
OAT AI Global point - only check one time
Bldg SP AI Global point - only check one time
MA Temp AI
RA Temp AI
SA Temp AI
OAMin AFMS AI
SF AFMS AI
RF AFMS AI
1
2
3
4
5
___________________________ ___________ _________ _________ [x] Initial Test

___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

5.7 Air Handling Units – BMS Air Sensor Comparison Test

Unit Tag/ID:
AHU-1 AHU-2 AHU-3
Purpose:
Verify a side-by-side comparison of sensors mounted in the same unit.
Prerequisite:
Instruction:
A. Disable heating and cooling on units to be tested by overriding outputs to 0.
B. Pose units to be tested to full recirculation by overriding damper signals on RTUs. OA damper and
minimum damper to be fully closed. All zone reheat coils to be fully closed.
C. Start unit running in full recirculation.
D. Wait at least 20 minutes for temperatures in system to blend and stabilize.
E. Verify that the zone, return, mixed and discharge temperatures are within 3°F of each other (5°F for
high ceiling spaces such as a Gym).
F. Record data in space provided.
G. Release all overrides at the end of the test.
Unit Name Zone SA Temp MA Temp RA Pass/Fail Notes

Temp Temp
1
2
3
___________________________ ___________ _________ _________ [x] Initial Test

___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

5.8 Air Handling Units – BMS Setpoint Verifications

Unit Tag/ID:
AHU-1 AHU-2 AHU-3
Purpose:
Verify that the specified setpoints have been programmed.
Prerequisite:
Same as test 5.1
Instruction:
Compare actual setpoint with specified setpoint. Indicate Pass/Fail. Note that a deviation from the specified
setpoint doesn’t necessarily indicate a failure. For example, the Owner may have a setpoint standard that differs
from the specified standard. Notate any deviations.
Setpoint Name Specified Actual Pass/Fail Notes
ZONE SETPOINTS, VAV BOXES
Setpoint °F °F
Heating/cooling offset °F °F
Unoccupied night setup °F °F
Unoccupied night setback °F °F
User t’stat override °F °F The amount a user can adjust +/-
setpoint
After hours override 120 mins User pushes t’stat override button
AHU SETPOINTS
Cooling enable, OAT 60°F °F Locks out if OAT < SAT
Cooling setpoint °F Reset based on OAT
Economizer enable >60°F °F Enables based on OA temperature
Economizer SA setpoint °F
Building SP
MA low limit Closes OA dampers below this temp
VFD minimum speed % Typically 15-20 hz [3]
VFD maximum speed %
Min OA damper CFM CFM Given to BMS by TAB
SF VFD setpoint
RF VFD setpoint
1 VFD min/max’s are set within the unit on the ABB drive. MC to verify.
2
3
4
Use reverse side of page, if necessary
___________________________ ___________ _________ _________ [x] Initial Test

___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

5.9 Air Handling Units – Unoccupied/Occupied Mode

Unit Tag/ID:
AHU-1 AHU-2 AHU-3
Purpose:
Verify the position of unit-related components when the unit is OFF, and when it is ON.
Prerequisite:
Programming is complete. All inputs/outputs are fully functional.
Instruction:
Begin with unit OFF. Verify that the various components are in states that are normal for them to be in when
the unit is OFF. Turn the unit ON. Verify that the various components are then in states that are normal for
them to be in when the unit is ON. Note that in this application, the term ‘enable’ or ‘modulating’ doesn’t
necessarily imply that something is actually ON or active, but rather that it is EITHER active or it has the
potential to become active. For example, when an AHU is ON, depending on conditions it can either go into
heating or cooling mode – that can happen anytime it is running. Or, when a damper is enabled, it may be
modulating, or it could be fully open or closed.
State OFF or ON or Notes

Unoccup Occup
SF Status Off/ On/
RF Status Off/ On/
SF VFD Off/ Mod/
RF VFD Off/ Mod/
OA/RA/Relief Cl/ Mod/ Dampers should be proportional to each other
OA Min Cl/ Op/
CHW Valve Cl/ En/ This is not a test to prove cooling is working
1
2
3
4
5
___________________________ ___________ _________ _________ [x] Initial Test

___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

5.10 Air Handling Units – Smoke Detector/Fire Alarm

Shutdown

Unit Tag/ID:
AHU-1 AHU-2 AHU-3
Purpose:
Verify the unit goes OFF when a fire/life safety event occurs. Only qualified, authorized personnel should
initiate a fire/life safety event.
Prerequisite:
Instruction:
Demonstrate that all supply, exhaust, return and relief fans:
A. System should be in Occupied Mode when testing begins
B. System should shutdown when the DDC receives a contact closure from the fire alarm panel
C. System should resume normal operation when the contact closure from the fire alarm panel clears.
D. Verify that the BMS receives and alarm, and also that the BMS alarm clears when the actual alarm
condition clears
It may be necessary to jumper the input to the DDC from the fire alarm panel. Make sure the dial-out to
the fire department is disabled and/or that the fire department is aware of testing. If this is an
occupied building, ensure that occupants are aware of testing.
State Occupied Alarm Resume Notes

Normal
Supply fan On/ Off/ On/
Return fan On/ Off/ On/
BMS Alarm Norm/ Alrm/ Clr/
1
2
3
4
5
___________________________ ___________ _________ _________ [x] Initial Test

___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

5.11 Air Handling Units – VFD Verifications

Test Type: BMS/Mechanical Estimated Time: 15-30 minutes
Unit Tag/ID:
AHU-1 AHU-2 AHU-3
Purpose:
Verify that manual and automatic starting/stopping and ramping of the AHU, via the VFD and via the BMS, works
correctly.
Prerequisite:
VFD and AHU have been started, checked out and programmed. Manufacturer’s and/or contractor’s start-up
reports are completed and have been submitted, including a copy to the Commissioning Authority.
Instruction:
A. Place the BMS and VFD in various states of either automatic or manual modes, as indicated.
B. In the second section of the test, note any hard-wired interlocks that exist. Briefly describe what
happens (EF starts when SF starts, or Smoke Detector shuts down AHU, etc.). Next, indicate the ID/tag
of the device or system that is interlocking (Example: EF-1 or SD-1) with the main equipment. Finally,
indicate if the interlock works (Pass/Fail).
VFD Mode Test Instructions SF Response Pass/Fail Notes
Manual BMS Auto command is OFF; turn VFD OFF in manual Off/
Manual Turn VFD ON in manual On/
Manual Ramp VFD to 5 hz; should go to minimum of 10 hz 10 hz/ [2]
Manual Ramp VFD to 95 hz; should go to maximum of 91 hz 91hz/ [2]
Auto BMS Auto command remains OFF Off/
Auto BMS Auto command is placed to ON On/
Auto BMS commands VFD to 5 hz; should go to min. of 10 hz 10hz/ [2]
Auto BMS commands VFD to 95 hz; should go to max. of 91 91hz/ [2]
hz
Auto Release BMS to full Auto Mod/
Manual BMS in Auto; turn VFD manual switch to OFF Off/
Manual BMS in Auto; turn VFD switch back to Auto On/
Auto Place all devices/overrides back into Automatic Mode Auto/
Interlocks Description of Interlock I’lock Pass/Fail Notes
Tag/ID
Interlock 1 Return fan starts when SF starts RF-
Interlock 2 EF starts with AH EF-
Interlock 3 SF manual reset high limit switch for duct static SP HiLim [3] [4]
pressure
1 Note any programmed skip frequencies here: ____hz
2 VFDs should have on-board min/max speed settings
3 SP HiLim switch should be manual reset. Should shut-off BOTH the SF & RF.
4 SP HiLim - Set: 4” SP – Indicate setpoint P/F: ___
___________________________ ___________ _________ _________ [x] Initial Test
___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

5.12 AHU Control – Setpoint Verification and Control
Test Level: Functional Test Attendance: CA, BMS

Unit Tag/ID:
AHU-1 AHU-2 AHU-3
Purpose:
Verify that the specified default setpoints have been programmed into the BMS. Monitor control of the setpoints
as they are changed from one value to another value.
Prerequisite:
Programming is complete. Proportional/Integral/Derivative (PID) loops are tuned (and are typically minimally set
up as PI loops). A stop watch might be useful if the monitoring of loop timing is necessary.
Instruction:
A. Verify that default setpoints are programmed, as indicated.
B. Sensors have displays, and include aTOV button.
C. Test setpoint control. Begin in steady state. Each time the setpoint is either raised or lowered, monitor
for smooth transitions to the new setpoint, along with arriving at the new setpoint within a reasonable
time. Transitions should have no more than two (2) cycles of slight-to-moderate overshoot/droop.
Faster reacting loops should stabilize within 2-5 minutes. Slow reacting loops (CHW, HW) may take as
long as 15 or more minutes. If necessary, manually place system into various modes (heating, cooling,
etc.) to perform this test. Also, simulate input values as needed to perform this test. It is permissible to
change the test’s setpoints. Notate, however, if specified default setpoints have been modified.
Setpoint Name Default Defaults Steady Lower Raise the Return Release all Not
Setpoint Pgrmd? State the Setpoint to O’rides es
Value Setpoint Setpoint Normal
EF/RF Bldg SP __” (adj) P/ y/
SF VFD speed P/ y/
RF VFD speed P/ y/
Clg SA __˚F P/ __/ __/ __/ __/ y/
Econ SA __˚F P/ __/ __/ __/ __/ y/
1
2
3
4
5
___________________________ ___________ _________ _________ [x] Initial Test

___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

5.13 AHU Control – Switching Modes

Unit Tag/ID:
AHU-1 AHU-2 AHU-3
Purpose/Sequences:
This test verifies that the BMS will correctly switch the unit between cooling and economizer modes.
During occupied mode, the supply air temperature setpoint of __°F will be maintained by modulating the
economizer air dampers and the chilled water valve in sequence. If the outside air temperature drops below
economizer switchover setpoint of 60°F (adj.) the return damper is 100% closed the exhaust & outside air
dampers are 100% open.
The chilled water valve shall be opened and modulated to maintain the SA temperature setpoint. As the OA
temperature falls below the SA temperature setpoint the chilled water valve shall be closed and the economizer
dampers shall modulate to maintain the SA temperature setpoint. If the outside air temperature exceeds the
economizer switchover setpoint. The economizer mode will be disabled. The return air damper will open and
the exhaust air damper will close. Minimum OA volume shown on the equipment schedule shall be maintained
by modulating the OA damper with an integral airflow station.
Prerequisite:
Programming is complete. Unit is fully functional.
Instruction:
A. Mechanical cooling only: begin with the OA temperature simulated to be above 60°F. Only the
minimum OA damper should be open (not the full economizer).
B. Add in economizer: simulate OA temperature at 60°F. Make sure the supply air temperature is greater
than the simulated OA temperature. Economizer and mechanical cooling are both running.
C. Drop out mechanical cooling: simulate the OA temperature below the SA temperature setpoint. Only
economizer is running.
D. Drop out the economizer: Simulate the outside air temperature being above the economizer
switchover setpoint of 60°F
Test Instruction Mech Clg Economizer Min OA
Damper
Place into mechanical cooling, as described above On/ Cl/ Op/
Add in economizer, as described above On/ Op/ Op/
Drop out mechanical cooling, as described above Off/ Op/ Op/
Drop out economizer, as described above Off/ Cl/ Op/
Economizer stage 1
Economizer stage 2
Economizer stage 3
Economizer stage 4
Economizer stage 5
Heating stage 1
Heating stage 2
Heating stage 3
1
2
3

___________________________ ___________ _________ _________ [x] Initial Test

___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

5.14 AHU Control – CO2 Setpoint Verification and Control

Unit Tag/ID:
AHU-1 AHU-2 AHU-3
Purpose:
Prerequisite:
Instruction:
Setpoint Default Defaults Change ppm Demand Comments Notes

Value Pgrmd? level control
ventilation
CO2 900 ppm P/ 1000 ppm Modulate/
CO2 900 ppm 900 ppm Off/
1
2
3
4
5
___________________________ ___________ _________ _________ [x] Initial Test

___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

PART 6 - Fan Coil Units (Cooling Only)


6.1 Fan Coil Units – BMS Input/Output Verifications

Unit Tag/ID:
FC-1 FC-2
Purpose:
sheets.)
Prerequisite:
Instruction:
Name I/O P/F P/F
Room Temp AI
SA Temp AI
SF Status DI
Clg Valve AO
SF start/stop DO
___________________________ ___________ _________ _________ [x] Initial Test

___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

6.2 Fan Coil Units – BMS Digital Input (DI) Tests

Unit Tag/ID:
FC-1 FC-2
Purpose:
sheets.)
Prerequisite:
Instruction:

SF Status DI Turn fan on/off, verify
status
Zone O’ride DI Verify BMS sees the input
1
2
3
4
5
___________________________ ___________ _________ _________ [x] Initial Test

___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

6.3 Fan Coil Units – BMS Analog Input (AI) Tests

Unit Tag/ID:
FC-1 FC-2
Purpose:
Prerequisite:
Instruction:

Room Temp AI
SA Temp AI
1
2
3
4
5
6
7
___________________________ ___________ _________ _________ [x] Initial Test

___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

6.4 Fan Coil Units – BMS Digital Output (DO) Tests

Unit Tag/ID:
FC-1 FC-2
Purpose:
Prerequisite:
Instruction:

ON OFF
SF start/stop DO
1
2
3
4
5
6
7
___________________________ ___________ _________ _________ [x] Initial Test

___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

6.5 Fan Coil Units – BMS Analog Output (AO) Tests

Unit Tag/ID:
FC-1 FC-2
Purpose:
Prerequisite:
Instruction:

0% 50% 100%
CHW Valve AO 0%/ 50%/ 100%
1
2
3
4
5
6
7
___________________________ ___________ _________ _________ [x] Initial Test

___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

6.6 Fan Coil Units – BMS Analog Input (AI) Calibrations

Unit Tag/ID:
FC-1 FC-2
Purpose:
Prerequisite:
Instruction:

Room Temp AI
SA Temp AI
1
2
3
4
5
___________________________ ___________ _________ _________ [x] Initial Test

___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

6.7 Fan Coil Units – BMS Setpoint Verifications

Unit Tag/ID:
FC-1 FC-2
Purpose:
Prerequisite:
Same as test 6.1
Instruction:

SETPOINTS
Cooling setpoint __ °F __ °F
1
2
3
4
5
6
7
___________________________ ___________ _________ _________ [x] Initial Test

___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

6.8 Fan Coil Units – Unoccupied/Occupied Mode

Unit Tag/ID:
FC-1 FC-2
Purpose:
Prerequisite:
Instruction:

Unoccup Occup
SF Status Off/ On/
CHW Valve Cl/ En/ This is not a test to prove cooling is working
1
2
3
4
5
___________________________ ___________ _________ _________ [x] Initial Test

___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

6.9 Fan Coil Units – HOA Verifications

Unit Tag/ID:
FC-1 FC-2
Purpose:
Verify that manual and automatic starting/stopping the AHU, via the Hand/Off/Auto (HOA) switch and via the
BMS, works correctly.
Prerequisite:
FCU has been started, checked out and programmed. Manufacturer’s and/or contractor’s start-up reports are
completed and have been submitted, including a copy to the Commissioning Authority.
Instruction:
A. Place the BMS and HOA in various states of either automatic or manual modes, as indicated.
HOA Mode Test Instructions SF Response Pass/Fail Notes

Manual BMS Auto command is OFF; turn HOA OFF in manual Off/
Manual Turn HOA ON in manual On/
Auto Turn HOA to AUTO Off/
Manual BMS in Auto; turn HOA manual switch to OFF Off/
Manual BMS in Auto; turn HOA switch back to Auto On/
Tag/ID
Interlock 1
Interlock 2
Interlock 3
1
2
3
4
___________________________ ___________ _________ _________ [x] Initial Test

___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

6.10 Fan Coil Units – Setpoint Verification and Control

Unit Tag/ID:
FC-1 FC-2
Purpose:
Prerequisite:
Instruction:
B. Sensors have displays, and include a TOV button.
Setpoint Name Default Defaults Steady Change Change Return Release all Notes
Setpoint Pgrmd? State Setpoint Setpoint to O’rides
Value Setpoint Normal
Cooling __˚F P/ __/ __/ __/ __/ y/
1 Zone temperature changes may take a while.
2
3
4
5
___________________________ ___________ _________ _________ [x] Initial Test

___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

6.11 Fan Coil Units – Condensate Drains and/or Pumps

Unit Tag/ID:
FC-1 FC-2
Purpose:
Verify the operation of any fan coil unit’s condensate pump. While any of the FCU’s may have a condensate
pump, only one unit is known to have been designed with one: FC-3103
Prerequisite:
FCUs and condensate drains are fully operational.
Instruction:
A. Verify that the pump works and that it drains correctly.
B. Indicate Pass/Fail (P/F) as applicable.
Test Sequence FC-1 FC-2 Pass/ Fail Comments Notes

Has a pump
Pump works
Drains
1 Zone temperature changes may take a while.
2
3
4
5
___________________________ ___________ _________ _________ [x] Initial Test

___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

PART 7 - Zone Control

This section also includes at least one (1) functional test.

7.1 Zone Control – Unoccupied/Occupied Mode

Verification

Unit Tag/ID:
Purpose:
Verify the position of unit-related components when the unit is OFF, and when it is ON. Perform a minimum of
a 10% sample.
Prerequisite:
Instruction:
A. Make sure the VAV/CAV box being verified is being associated with the correct AHU.
B. Begin with unit OFF. Verify that the various components are in states that are normal for them to be in
when the unit is OFF.
C. Turn the unit ON. Verify that the various components are then in states that are normal for them to be
in when the unit is ON.
D. Note that in this application, the term ‘enable’ or ‘modulating’ doesn’t necessarily imply that something
is actually ON or active, but rather that it is EITHER active or it has the potential to become active. For
example, when an AHU is ON, depending on conditions it can either go into heating or cooling mode –
that can happen anytime it is running. Or, when a damper is enabled, it may be modulating, or it could
be fully open or closed.
State OFF or ON or Pass/Fail Comments Notes

Unoccup Occup
Inlet damper Cl/ Mod/
Reheat valve Cl/ Mod/ [1]
1 May not be applicable
2
3
4
5
6
7
___________________________ ___________ _________ _________ [x] Initial Test

___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

7.2 VAV Control – Setpoint Verification and Control

Unit Tag/ID: VAV Box:
Purpose:
as they are changed from one value to another value. Sample at least 10%.
Prerequisite:
Instruction:
B. Sensors have displays, and include a TOV button.
Setpoint Name Default Defaults Steady Lower Raise the Return Release all Notes
Setpoint Pgrmd? State the Setpoint to O’rides
Rm Heating __ DegF P/ __/ __/ __/ __/ y/ [1]
Rm Cooling __ DegF P/ __/ __/ __/ __/ y/
1 Heating/Cooling zone temperature changes may take a while.
2
3
4
5
___________________________ ___________ _________ _________ [x] Initial Test

___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

PART 8 - Exhaust Fans


8.1 Exhaust Fans – Start/Stop Verifications, via Local

Test Type: BMS/Mechanical Estimated Time: 15 minutes
Unit Tag/ID:
EF-1 EF-15
EF-2 EF-17
EF-11 EF-18
EF-13 EF-19
Purpose:
Verify that manual and automatic starting/stopping and ramping of the fan, via the local HOA switch and/or
thermostat, works correctly.
Prerequisite:
The fan has been started, checked out and controls are done. Manufacturer’s and/or contractor’s start-up
Instruction:
A. Place the thermostat and HOA switch in various states of either automatic or manual modes, as
indicated.
HOA Test Instructions Fan Pass/Fail Notes

Mode Response
Manual BMS Auto command is OFF; turn HOA OFF in manual Off/
Manual Turn HOA ON in manual On/
Auto Turn HOA to AUTO Off/
Manual BMS in Auto; turn HOA manual switch to OFF Off/
Manual BMS in Auto; turn HOA switch back to Auto On/
1
2
3
4
5
___________________________ ___________ _________ _________ [x] Initial Test

___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

Test Level: Pre-Functional Test Attendance: CA, MC

Test Type: Mechanical Estimated Time: 15 minutes
Unit Tag/ID:
EF-15, Refrigerant Monitoring System
Purpose:
This fan runs 24/7 to serve the Refrigerant Monitoring System. Verify the 24/7 operation schedule and alarm
point if the fan fails.
Prerequisite:
Refer to Test 8.1.
Instruction:
A. Follow test instructions, as indicated
Test Instructions Fan Status Pass/Fail Notes

Fan runs 24/7 Off/
Simulate failure On/
Verify alarm point Off/
1
2
3
4
5
6
7
___________________________ ___________ _________ _________ [x] Initial Test

___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

Test Level: Pre-Functional Test Attendance: CA, MC

Test Type: Mechanical Estimated Time: 15 minutes
Unit Tag/ID:
EF-2 EF-19
Purpose:
This fan runs based off of the building occupancy schedule. Verify the occupancy schedule programming and
alarm point if fan fails.
Prerequisite:
Refer to Test 8.1.
Instruction:
B. Follow test instructions, as indicated

Schedule is in place Off/
Energize & De-energized based of schedule
Verify alarm point Off/
1
2
3
4
5
6
7
___________________________ ___________ _________ _________ [x] Initial Test

___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

8.4 Exhaust Fans – Temperature Operation

Unit Tag/ID:
EF-3105 EF-3106
Purpose:
This fan starts/stops based on space temperature. When the space temperature rises above setpoint the fan
becomes energized. When the space temperature falls below setpoint the fan will De-energize. A 4 degree F
deadband shall keep the fan from short cycling.
Prerequisite:
Refer to Test 11.1.
Instruction:
A. Follow test instructions, as indicated

Zone temperature is satisfied Off/
Simulate rise in temp above setpoint On/
Verify 4 degree deadband
1
2
3
4
5
6
7
___________________________ ___________ _________ _________ [x] Initial Test

___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

PART 9 - Chilled Water System


9.1 Main CHW System – BMS Input/Output Verifications

Unit Tag/ID:
CH-1 CHWP-1 CHWP-2

CT-1 CWP-1 CWP-2
Purpose:
sheets.)
Prerequisite:
Instruction:
Name I/O P/F P/F
CHWS temp AI Common temp to entire system
CHWR temp AI Common temp to entire system
CHWS temp AI For individual chiller
CHWR temp AI For individual chiller
CWS temp AI Common temp to entire system
CWR temp AI Common temp to entire system
CWS temp AI For individual chiller
CWR temp AI For individual chiller
DPT sensor AI Across individual evaporator
DPT sensor AI Across individual condenser
CTwr flow AI Flow meter
CHW DPT AI CHW static pressure
___________________________ ___________ _________ _________ [x] Initial Test

___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

9.1 BMS Input/Output Verifications
Unit Tag/ID:
CH-1 CHWP-1 CHWP-2

CT-1 CWP-1 CWP-2

Name I/O P/F P/F
Chiller status DI
CHWP status DI
CWP status DI
CTwr status DI
VFD status DI
VFD alarm DI
CTwr iso valve DI
CTwr iso valve DI
Filtration DI

Name I/O P/F P/F
Chiller reset AO
CTwr Bypass AO
CHWP VFD AO
CWP VFD AO
CTwrFan VFD AO

Name I/O P/F P/F
Chlr s/s DO
CHWP s/s DO Primary pumps
CHWP s/s DO Secondary pumps
CWP s/s DO
CTwr Fan s/s DO
CTwr iso DO Isolation valve
Filtration DO Enable
___________________________ ___________ _________ _________ [x] Initial Test

___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

9.2 Main CHW System – BMS Digital Input (DI) Tests

Unit Tag/ID:
CH-1 CHWP-1 CHWP-2

CT-1 CWP-1 CWP-2
Purpose:
sheets.)
Prerequisite:
Same prerequisites as test 9.1
Instruction:

Chiller status DI Turn on/off, verify status
CHWP status DI Turn on/off, verify status
CWP status DI Turn on/off, verify status
CTwr status DI Turn on/off, verify status
VFD status DI Turn on/off, verify status
VFD alarm DI Turn on/off, verify status
CTwr iso valve DI Turn on/off, verify status
CTwr iso valve DI Turn on/off, verify status
Filtration DI Simulate blocked filter
1
2
3
4
5
___________________________ ___________ _________ _________ [x] Initial Test

___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

9.3 Main CHW System – BMS Analog Input (AI) Tests

Unit Tag/ID:
CH-1 CHWP-1 CHWP-2

CT-1 CWP-1 CWP-2
Purpose:
Prerequisite:
Instruction:
I/O Point Type of Correctly Pass/Fail Notes

Name I/O Pathed?
CHWS AI
temp
CHWR AI
temp
CHWS AI
temp
CHWR AI
temp
CWS temp AI
CWR temp AI
CWS temp AI
CWR temp AI
DPT sensor AI
DPT sensor AI
CTwr flow AI
CHW DPT AI
1
2
3
___________________________ ___________ _________ _________ [x] Initial Test

___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

9.4 Main CHW System – BMS Digital Output (DO) Tests

Unit Tag/ID:
CH-1 CHWP-1 CHWP-2

CT-1 CWP-1 CWP-2
Purpose:
Prerequisite:
Instruction:

ON OFF
Chlr s/s DO
CHWP s/s DO
CHWP s/s DO
CWP s/s DO
CTwr Fan s/s DO
CTwr iso DO
Filtration DO
1
2
3
4
5
6
7
___________________________ ___________ _________ _________ [x] Initial Test

___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

9.5 Main CHW System – BMS Analog Output (AO) Tests

Unit Tag/ID:
CH-1 CHWP-1 CHWP-2

CT-1 CWP-1 CWP-2
Purpose:
Prerequisite:
Instruction:

0% 50% 100%
Chiller reset AO 0%/ 50%/ 100%
CTwr Bypass AO 0%/ 50%/ 100%
CHWP VFD AO 0%/ 50%/ 100% [1]
CWP VFD AO 0%/ 50%/ 100% [1]
CTwrFan VFD AO 0%/ 50%/ 100% [1]
2
3
4
5
6
7
___________________________ ___________ _________ _________ [x] Initial Test

___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

9.6 Main CHW System – BMS Analog Input (AI)

Calibrations

Unit Tag/ID:
CH-1 CHWP-1 CHWP-2

CT-1 CWP-1 CWP-2
Purpose:
Prerequisite:
Instruction:

CHWS temp AI
CHWR temp AI
CHWS temp AI
CHWR temp AI
CWS temp AI
CWR temp AI
CWS temp AI
CWR temp AI
DPT sensor AI
DPT sensor AI
CTwr flow AI
CHW DPT AI
1
2
3
___________________________ ___________ _________ _________ [x] Initial Test

___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

9.7 Main CHW System – BMS H2O Sensor Comparison

Test

Unit Tag/ID:
CH-1 CHWP-1 CHWP-2

CT-1 CWP-1 CWP-2
Purpose:
Verify a side-by-side comparison of sensors mounted in the same unit/system.
Prerequisite:
submitted, with a copy given to the Commissioning Authority, Certified temperature meters and/or
Instruction:
A. Disable cooling on units to be tested by overriding outputs to 0.
B. Pose units to be tested to full recirculation by circulating CHW and CW without the chiller being ON,
and without the cooling tower fans running.
C. Start unit running in full recirculation.
D. Wait at least 20 minutes for temperatures in system to blend and stabilize.
E. Verify that the CHW/CW supply/return sensors, throughout the system, are within 3°F of each other.
F. Record data in space provided.
G. Release all overrides at the end of the test.
Sensor Name Temp Pass/Fail Notes

Main CHWS
Main CHWR
Chlr CHWS
Chlr CWS
Main CWS
Main CWR
1
2
3
___________________________ ___________ _________ _________ [x] Initial Test

___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

9.8 Main CHW System – BMS Setpoint Verifications

Unit Tag/ID:
CH-1 CHWP-1 CHWP-2

CT-1 CWP-1 CWP-2
Purpose:
Prerequisite:
Same as test 9.1
Instruction:
CHWS setpoint Reset on Chiller setpoint
OAT
Cooling ON demand Any zone calls for cooling
OAT enable 55 DegF Enable plant above this temperature
Prim pumps Delay OFF 10 min Pumps shut OFF after chiller goes OFF
Lead/lag switch CHWS Monthly Pumps switch positions monthly
Lead/lag switch CWS Monthly Pumps switch positions monthly
Lead pump CWS lock Lead pump always on when CHWS on
CTwr VFD CWS stpt From Condenser water setpoint
CHWS
Enable CTwr bypass valve If CWS temp drops to this temp for X
Enable CTwr bypass valve minutes, start opening bypass to maintain
this new setpoint
CTwr lockout 55 DegF OAT that locks out CWS
CTwr fan min timer adj To prevent short cycling
CTwr stage 1 >72 DegF Natural draft; min flow
CTwr stage 2 <72 DegF Normal operation; Natural draft
but >73.5
DegF
CTwr stage 3 <73.5 DegF Normal operation; Forced draft
1
2
3
___________________________ ___________ _________ _________ [x] Initial Test

___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

9.9 Main CHW System – Unoccupied/Occupied Mode

Unit Tag/ID:
CH-1 CHWP-1 CHWP-2

CT-1 CWP-1 CWP-2
Purpose:
Prerequisite:
Instruction:

Unoccup Occup
Chiller Off/ On/
CHW Iso Cl/ Op/
CW Iso Cl/ Op/
Prim CHWP Off/ On/
Sec CHWP Off/ On/
CWP 1 Off/ On/
CWP 2 Off/ On/
CTwr Off/ On/
Filtration Off/ En/
1
2
3
4
5
___________________________ ___________ _________ _________ [x] Initial Test

___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

9.10 Main CHW System – Chiller Interlocks

Unit Tag/ID:
CH-1 CHWP-1 CHWP-2

CT-1 CWP-1 CWP-2
Purpose:
Verify that breaking or interrupting hard-wired safety interlocks will shut down the chiller.
Prerequisite:
Chiller plant programming is complete, and plant is fully operational.
Instruction:
The chiller plant should be operational for each of these tests (chiller should be ON or at least be simulated as
ON). Each section of the following set of tests assumes that the chiller is ON.
A. Condition 1: Stop the CHW pump at the HOA switch. The chiller should stop.
B. Condition2: Stop the CW pump at the HOA switch. The chiller should stop.
C. Condition 3: Remove the CHW flow interlock, mounted on the chiller. The chiller should stop.
D. Condition 4: Remove the CW flow interlock, mounted on the chiller. The chiller should stop.
Test Instructions Lead Pump Lag Pump Lead

Chlr
Condition 1: Stop the CHW pump
1 System running normally On/ Off/ On/
2 Turn lead pump OFF at HOA switch Off/ Off/ Off/
Condition 2: Stop the CHW pump
Condition 3: Stop the CW pump
2 Remove the CHW hard-wired interlock. Off/ Off/ Off/
Condition 4: Stop the CW pump
2 Remove the CW hard-wired interlock. Off/ Off/ Off/
1
2
3
4
5
6
7
___________________________ ___________ _________ _________ [x] Initial Test
___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

9.11 Main CHW System – Setpoint Verification and Control

Unit Tag/ID:
CH-1 CHWP-1 CHWP-2

CT-1 CWP-1 CWP-2
Purpose:
Prerequisite:
Instruction:
B. Test setpoint control. Begin in steady state. Each time the setpoint is either raised or lowered, monitor
Setpoint Name Default Defaults Steady Change Change Return Release all Notes
Setpoint Pgrmd? State the the to O’rides
Value Setpoint Setpoint Setpoint Normal
Chiller Reset on P/ y/
OAT
Cooling Tower From P/ y/
chiller
setpoint
CHW DP 12 psi P/ y/
CW Temp Min CW P/ y/
setpoint
1
2
3
4
5
___________________________ ___________ _________ _________ [x] Initial Test

___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

9.12 Main CHW System – VFD Verifications

Unit Tag/ID:
CH-1 CHWP-1 CHWP-2

CT-1 CWP-1 CWP-2
Purpose:
Verify that manual and automatic starting/stopping and ramping of the motor, via the VFD and via the BMS,
works correctly.
Prerequisite:
VFD and motors have been started, checked out and programmed. Manufacturer’s and/or contractor’s start-up
Instruction:
Manual Ramp VFD to 5 hz; should go to minimum of 10 hz 10 hz/
Manual Ramp VFD to 95 hz; should go to maximum of 91 hz 91hz/
Auto BMS commands VFD to 5 hz; should go to min. of 10 hz 10hz/
Auto BMS commands VFD to 95 hz; should go to max. of 91 91hz/
hz
Tag/ID
Interlock 1
Interlock 2
Interlock 3
1 Note any programmed skip frequencies here: ____hz
3
4
___________________________ ___________ _________ _________ [x] Initial Test
___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

9.13 Main CHW System – Pump Lead/Lag

Unit Tag/ID:
CH-1 CHWP-1 CHWP-2

CT-1 CWP-1 CWP-2
Purpose:
Verify that lead/lag switching works correctly. Two conditions cause the switch: lead pump failure, or a timed
interval has elapsed.
Prerequisite:
Chiller plant programming is complete, and plant is fully operational.
Instruction:
A. Condition 1: With the lead pump running, turn it OFF at the HOA switch. The lag pump should start.
B. Condition 2: With the lead pump running, trigger the software run timer. The lag pump should start.
C. In both of the above conditions, it is important to verify that IF the chiller is running during a transition
from one pump to the other pump that the chiller restarts.
Test Instructions Lead Pump Lag Lead Lag

Pump Chlr Chlr
Condition 1: Lead Pump Fails, Lag Pump Starts
1 System running normally On/ Off/ On/ Off/
2 Turn lead pump OFF at HOA switch Off/ Off/ Off/ Off/
3 Lag pump should start, but chiller will still be OFF Off/ On/ Off/ Off/
4 Chiller starts Off/ On/ Off/ On/
5 How long did it take for chiller to start: ___
minutes
Condition 2: BMS switches the lead pump
1 System running normally On/ Off/ On/ Off/
2 BMS forces the lead/lag switch Off/ On/ Off/ Off/
3 Lag pump should start, but chiller will still be OFF
4 Chiller starts Off/ On/ Off/ On/
5 How long did it take for chiller to start: ___
minutes
1
2
3
4
5
6
7
___________________________ ___________ _________ _________ [x] Initial Test
___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

9.14 Main CHW System – Enable the Plant

Unit Tag/ID:
CH-1 CHWP-1 CHWP-2

CT-1 CWP-1 CWP-2
Purpose:
The chiller plant will be locked out if the outside air temperature is below 55°F (adj.).
Prerequisite:
CHW plant programming is complete, and plant is fully operational.
Instruction:
A. Begin test with plant turned OFF, outside air temperature simulated as below 55°F.
B. Simulate raising the outside air temperature below 55°F.
Test Instructions Chiller Lead Lead CTwr

CHWP CWP
1 System is OFF Off/ Off/ Off/ Off/
2 Outside air temperature > 55°F On/ On/ On/ On/
3 Outside air temperature < 55°F Off/ Off/ Off/ Off/
1
2
3
4
5
6
7
___________________________ ___________ _________ _________ [x] Initial Test

___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

PART 10 - Refrigerant Monitoring System


10.1 Refrigerant Monitoring System – Scheduling

Unit Tag/ID:
Refrigerant Monitoring
System (RMS)
Purpose:
Verify that the Refrigerant Monitoring System is enabled to run 24/7
Prerequisite:
Instruction:
A. Verify the schedule programming for the Refrigerant Monitoring System
System P/F Comments Notes

Verify the RMS is programmed to
operate 24/7
Verify that an alarm is generated
at the BMS if the system is not
active
___________________________ ___________ _________ _________ [x] Initial Test

___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

10.2 Refrigerant Monitoring System – Alarms & Interlock

Unit Tag/ID:
Refrigerant Monitoring
System (RMS)
Purpose:
Verify the Refrigerant Monitoring System (RMS) responds correctly upon detection of refrigerant above code
accepted values.
Prerequisite:
Instruction:
Simulate a rise in refrigerant levels above acceptable setpoint (this is to be determined via building safety code).
Verify that the following alarm measures are taken and that the electrical interlock (Break Glass Switch) is
functional for all applicable equipment:
Alarm Pass/Fail Comments

Alarm Provided to the BMS
Energize Mech. room fan

(should be on 24/7)
Activate Audio Alarm
Activate Visual Alarm
Electrical Interlock Pass/Fail Comments

(Break Glass Switch)
CH-1
B-1
B-2
WT-1
CWF-1
Plug outlets
Transformers for RMR
BP-1
BP-2
HHWP-1/VFD
HHWP-2/VFD
CHWP-1/VFD
CHWP-2/VFD
BMS alarm if any status is still
ON after OFF command

1
2
3
4
5
__________________________ ___________ _________ _________ [x] Initial Test

___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

PART 11 - Heating Hot Water System


11.1 HW Heating System – BMS Input/Output Verifications

Unit Tag/ID:
B-1 B-2 HHWP-B1 PRI

HHWP-B1 SEC HHWP-B2 PRI HHWP-B2 SEC
Purpose:
sheets.)
Prerequisite:
Instruction:
Name I/O P/F P/F
HWS Temp AI
HWR Temp AI
System ∆P AI
HWP status DI
VFD alarm DI
HWP s/s DO
Boiler Enable DO
VFD speed AO
___________________________ ___________ _________ _________ [x] Initial Test

___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

11.2 HW Heating System – BMS Digital Input (DI) Tests

Unit Tag/ID
B-1 B-2 HHWP-B1 PRI

Purpose:
sheets.)
Prerequisite:
Instruction:

HWP status DI n/a n/a Turn pump on/off, verify
status
VFD alarm DI n/a n/a Initiate alarm, verify status
1
2
3
4
5
___________________________ ___________ _________ _________ [x] Initial Test

___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

11.3 HW Heating System – BMS Analog Input (AI) Tests

Unit Tag/ID:
B-1 B-2 HHWP-B1 PRI

Purpose:
Prerequisite:
Instruction:

HWS Temp AI n/a
HWR Temp AI n/a
System ∆P AI n/a
1
2
3
4
5
6
7
___________________________ ___________ _________ _________ [x] Initial Test
___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

11.4 HW Heating System – BMS Digital Output (DO) Tests

Unit Tag/ID:
B-1 B-2 HHWP-B1 PRI

Purpose:
Prerequisite:
Instruction:

ON OFF
HWP s/s DO
Boiler enable DO
1
2
3
4
5
6
7
___________________________ ___________ _________ _________ [x] Initial Test

___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

11.5 HW Heating System – BMS Analog Output (AO) Tests

Unit Tag/ID:
B-1 B-2 HHWP-B1 PRI

Purpose:
Prerequisite:
Instruction:

0% 50% 100%
VFD speed AO 0%/ 50%/ 100% [1]
2
3
4
5
6
7
___________________________ ___________ _________ _________ [x] Initial Test

___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

11.6 HW Heating System – BMS Analog Input (AI)

Calibrations

Unit Tag/ID:
B-1 B-2 HHWP-B1 PRI

Purpose:
Prerequisite:
Instruction:

HWS Temp AI
HWR Temp AI
System ∆P AI
1
2
3
4
5
6
7
___________________________ ___________ _________ _________ [x] Initial Test
___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

11.7 Heating HW Pump – VFD Verifications

Unit Tag/ID: HWP-1
B-1 B-2 HHWP-B1 PRI

Purpose:
Verify that manual and automatic starting/stopping and ramping of the motor, via the VFD and via the BMS,
works correctly.
Prerequisite:
VFD and AHU have been started, checked out and programmed. Manufacturer’s and/or contractor’s start-up
Instruction:

Manual Ramp VFD to 10 hz; should go to minimum of 15-20 hz 15hz/ [2]
Manual Ramp VFD to 65 hz; should go to maximum of 60 hz 60hz/ [2]
Auto BMS commands VFD to 10 hz; should go to min. of 20 20hz/ [2]
hz
Auto BMS commands VFD to 65 hz; should go to max. of 60 60hz/ [2]
hz
Tag/ID
Interlock 1
Interlock 2
Interlock 3
1 Note any programmed skip frequencies here:
3
4

___________________________ ___________ _________ _________ [x] Initial Test

___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

11.8 Heating Hot Water – Start/Stop Verifications

Unit Tag/ID:
B-1 B-2 HHWP-B1 PRI

Purpose/Sequence:
The two hot water pumps are set-up as lead/lag. Only one pump runs at any given time. The HW pumps are
controlled by the BMS. This test verifies the conditions that start the heating system.
Prerequisite:
The heating hot water system has been started, checked out and programmed. Manufacturer’s and/or
contractor’s start-up reports are completed and have been submitted, including a copy to the Commissioning
Authority.
Instruction:
A. Simulate outside air temperature above 65 DegF
B. With no zones calling for heating, the pump is OFF and the boiler is OFF.
C. Simulate >5% of zones calling for heating – pump and boiler remain OFF
D. Simulate OAT below 65 DegF – pump and boiler become enabled
E. When pump is ON, VFD is controlling to 12 psi setpoint
F. Boiler maintains 125 DegF when it is ON
G. Simulated 0% zones calling for heat – pump and boiler commanded OFF
H. BUT… one (1) hour minimum ON timer keeps heating system ON
I. Once ON timer has expired, verify that there is a 5 minute minimum OFF timer that keeps the main
HW pump ON for 5 minutes AFTER the boiler has gone OFF.
J. Verify that this sequence works, whether the building is occupied or in a unocc mode
Test Instructions Boiler Pump VFD Pass/Fail Notes
Simulate OAT > 65 DegF Off/ Off/ Off/
0% zones calling for heat Off/ Off/ Off/
>5% zones calling for heat Off/ Off/ Off/
Simulate OAT < 65 DegF On/ On/ On/
VFD controlling to setpoint 10/
Boiler maintaining setpoint 180/
Simulate 0% zones calling for heat On/ On/ On/
One hour minimum ON time elapses, Boiler=OFF Off/ On/ Off/
10 minutes elapses, minimum OFF timer exists Off/ Off/
Sequence works in both occupied & unocc mode
1
2
3
___________________________ ___________ _________ _________ [x] Initial Test

___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

11.9 Heating Hot Water – Setpoint Verification and Control

Unit Tag/ID:
B-1 B-2 HHWP-B1 PRI

Purpose:
Prerequisite:
Instruction:
B. Test setpoint control. Begin in steady state. Each time the setpoint is either raised or lowered, monitor
Setpoint Name Default Defaults Steady Lower Raise the Return Release all Notes
Setpoint Pgrmd? State the Setpoint to O’rides
Loop ∆P 12 psi P/ 12/ 14/ 10/ 12/ y/ [1]
HWS OAT 65 125 °F P/ 125/ 125/ 125/ 125/ [2]
HWS OAT 30 145 °F P/ 145/ 145/ 145/ 125/
HW Reset OAT P/
1
2
3
4
5
___________________________ ___________ _________ _________ [x] Initial Test
___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

11.10 Heating Hot Water – Pump Lead/Lag

Unit Tag/ID:
B-1 B-2 HHWP-B1 PRI

Purpose:
Verify that lead/lag switching works correctly. Two conditions cause the switch: lead pump failure, or a timed
interval has elapsed.
Prerequisite:
Heating hot water system programming is complete, and is fully operational.
Instruction:
D. Condition 1: With the lead pump running, turn it OFF at the HOA switch. The lag pump should start.
E. Condition 2: With the lead pump running, trigger the software run timer. The lag pump should start.
F. In both of the above conditions, it is important to verify that IF the boiler is running during a transition
from one pump to the other pump that the boiler restarts.
Test Instructions Lead Pump Lag

Pump Boiler
Condition 1: Lead Pump Fails, Lag Pump Starts
3 Lag pump should start, but boiler will still be OFF Off/ On/ Off/
4 Boiler starts Off/ On/ Off/
5 How long did it take for boiler to start: ___
minutes
Condition 2: BMS switches the lead pump
2 BMS forces the lead/lag switch Off/ On/ Off/
3 Lag pump should start, but boiler will still be OFF
4 Boiler starts Off/ On/ Off/
5 How long did it take for boiler to start: ___
minutes
1
2
3
4
5
6
7

___________________________ ___________ _________ _________ [x] Initial Test

___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

11.11 Heating Hot Water – Enable the Plant

Unit Tag/ID:
B-1 B-2 HHWP-B1 PRI

Purpose:
The boiler plant will be locked out if the outside air temperature is above 65°F (adj.).
Prerequisite:
Hot water heating plant programming is complete, and plant is fully operational.
Instruction:
C. Begin test with plant turned OFF, outside air temperature simulated as above 65°F.
D. Simulate lowering outside air temperature below 65°F.
Test Instructions Boiler Lead Lag

HWP HWP
1 System is OFF Off/ Off/ Off/
2 Outside air temperature < 65°F On/ On/ Off/
3 Outside air temperature > 65°F Off/ Off/ Off/
1
2
3
4
5
6
7
___________________________ ___________ _________ _________ [x] Initial Test

___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

PART 12 - TAB Verifications

This section includes functional tests.

12.1 TAB Verification – HVAC Unit, Airside
Test Level: Functional Test Attendance: CA, TAB

Test Type: TAB Estimated Time: 30-90 minutes
Unit Tag/ID:
Purpose:
Verify Testing, Adjusting and Balancing (TAB) of the system. Sampling is at the Commissioning Authority’s
discretion, and other verifications may be required.
Prerequisite:
The system is fully operational and balanced. The TAB subcontractor has submitted the draft and/or the final
TAB Report, and provided a copy to the Commissioning Authority.
Instruction:
A. Enter design TAB values
B. Enter TAB report values
C. Enter the verification/sampled values
D. Calculate the design versus actual/sampled values and enter in the +/- 10% column
E. A tolerance of +/- 10% is acceptable
F. Enter actual conditions on last row, as indicated
Supply Fan Design TAB Report Actual/Sample +/- 10% Pass/Fail Notes
SA CFM
OA CFM
RA CFM
MA CFM
Clg ∆T
Htg ∆T
SAT
SA SP
Ex/Ret Fan Design TAB Report Actual/Sample +/- 10% Pass/Fail Notes
EF/RF CFM
Bldg SP
Conditions OAT SAT RAT MAT Notes
Temps. °F °F °F °F
1
2
3
4
5
6
___________________________ ___________ _________ _________ [x] Initial Test

___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

12.2 TAB Verification – AHU, Diffusers

Test Type: TAB Estimated Time: 30 minutes/box
Unit Tag/ID:
Purpose:
discretion, and other verifications may be required. This test can be used for either SA or RA diffusers/grilles.
Prerequisite:
Instruction:
Diffuser ID Design TAB Report Actual/Sample +/- 10% Pass/Fail Notes

Diffuser 1
Diffuser 2
Diffuser 3
Diffuser 4
Diffuser 5
Diffuser 6
Diffuser 7
Diffuser 8
Diffuser 9
Diffuser 10
Diffuser 11
Diffuser 12
Diffuser 13
Diffuser 14
Diffuser 15
TOTAL
Conditions OAT Ent. Temp Lvg. Temp BMS T’stat Act T’stat Notes
Temps. °F °F °F °F °F
___________________________ ___________ _________ _________ [x] Initial Test

___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

12.3 TAB Verification – VAV Box

Test Type: TAB Estimated Time: 30 minutes/box
Unit Tag/ID:
Purpose:
Prerequisite:
Instruction:
Supply Fan Design TAB Report Actual/Sample +/- 10% Pass/Fail Notes
Min. CFM
Max. CFM
Ent. SP
Clg ∆T
Htg ∆T
HW ∆P
HW ∆T
Diffuser ID Design TAB Report Actual/Sample +/- 10% Pass/Fail Notes
Diffuser 1
Diffuser 2
Diffuser 3
Diffuser 4
Diffuser 5
Diffuser 6
Diffuser 7
Diffuser 8
Diffuser 9
Diffuser 10
TOTAL
Conditions OAT Ent. Temp Lvg. Temp BMS T’stat Act T’stat Notes
Temps. °F °F °F °F °F
___________________________ ___________ _________ _________ [x] Initial Test

___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

12.4 TAB Verification – Exhaust/Supply Fan, Airside

Test Type: TAB Estimated Time: 30-60 minutes
Unit Tag/ID:
Purpose:
Prerequisite:
Instruction:
A. Enter grille CFM design TAB values
B. Enter grille CFM TAB report values
C. Enter the grille CFM verification/sampled values
D. Calculate the design CFM versus actual/sampled CFM values and enter in the +/- 10% column
Grille ID Design TAB Report Actual/Sample +/- 10% Pass/Fail Notes

Grille 1
Grille 2
Grille 3
Grille 4
Grille 5
Grille 6
Grille 7
Grille 8
Grille 9
Grille 10
Total
Conditions OAT SAT RAT MAT Notes
Temps. °F °F °F °F
___________________________ ___________ _________ _________ [x] Initial Test

___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

12.5 TAB Verification – Heating Hot Water System

Test Type: TAB Estimated Time: 30 minutes
Unit Tag/ID: Heating HW Pumps
Purpose:
Prerequisite:
Instruction:
Heating Design TAB Report Actual/Sample +/- 10% Pass/Fail Notes

P-01
HW ∆P
HW ∆T
GPM
Heating Design TAB Report Actual/Sample +/- 10% Pass/Fail Notes
P-02
HW ∆P
HW ∆T
GPM
Conditions OAT Boiler HWS Boiler HWR Notes
Temps., Act. °F °F °F
Boiler Design °F °F
1
2
3
4
5
___________________________ ___________ _________ _________ [x] Initial Test

___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

12.6 TAB Verification – Chilled Water System

Test Type: TAB Estimated Time: 30 minutes
Unit Tag/ID: CHW Pumps
Purpose:
Prerequisite:
Instruction:
Primary Chilled Water Pumps

CHW Design TAB Report Actual/Sample +/- 10% Pass/Fail Notes
P-01
CHW ∆P
CHW ∆T
GPM
P-02
CHW ∆P
CHW ∆T
GPM
Conditions OAT CHWS CHWR Notes
Chlr Design °F °F
1
2
3
4
5
___________________________ ___________ _________ _________ [x] Initial Test

___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

TAB Verification – Chilled Water System
Test Level: Functional Test
Test Type: TAB
Unit Tag/ID: CHW/CW Pumps
Secondary Chilled Water Pumps
P-01
CHW ∆P
CHW ∆T
GPM
P-02
CHW ∆P
CHW ∆T
GPM
Conditions OAT CHWS CHWR Notes
Chlr Design °F °F
Condenser Water Pumps
CW Design TAB Report Actual/Sample +/- 10% Pass/Fail Notes
P-01
CW ∆P
CW ∆T
GPM
CW Design TAB Report Actual/Sample +/- 10% Pass/Fail Notes
P-02
CW ∆P
CW ∆T
GPM
Conditions OAT CWS CWR Notes
Chlr Design °F °F
1
2
3
4
5
___________________________ ___________ _________ _________ [x] Initial Test

___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

PART 13 - Domestic Hot Water System


13.1 Domestic Hot Water – Start/Stop Verifications
Test Level: Pre-Functional Test Attendance: CA, Plmbg

Test Type: Plumbing Estimated Time: 10 minutes
Unit Tag/ID: Hot Water Heater/Pump
Purpose
The CxA assumes BMS control of the domestic hot water system. Field modify the test procedures, if necessary.
Prerequisite:
The domestic hot water has been started, checked out and programmed. Manufacturer’s and/or contractor’s
start-up reports are completed and have been submitted, including a copy to the Commissioning Authority.
Instruction:
A. Verify the sequence of operation
B. Unoccupy the building BMS schedule, and verify that the system is turned OFF and can’t start.
C. Verify that when the water heater goes OFF, the pump remains on for 30 seconds (adj.).
Test Instructions HW Htr Pump Pass/Fail Notes
BMS unoccupied Off/ Off/
BMS occupied En/ Off/
Call for heat En/ On/
No call for heat En/ On/
30 seconds elapse En/ Off/
1
2
3
4
5
6
7
___________________________ ___________ _________ _________ [x] Initial Test

___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

13.2 Domestic Hot Water Verification
Test Level: Functional Test Attendance: CA, Plumbing, BMS

Test Type: Plumbing Estimated Time: 15-30 minutes
Purpose:
CxA assumes HW tank setpoint of 110°f (adj.). Verify the domestic hot water system is functional. This system
is enabled via TOD from the BMS. The circulating pump (HWCP-3101) runs if the water heater is ON, or if the
pipe temperature is below 105°F (adj.), as measured by a pipe-mounted Aquastat.
Prerequisite:
The domestic hot water heater is fully functional. The tank water temperature is at setpoint. The circulating
pump (HWCP-3101) is operational. Hot water is available at all janitor’s closets, sinks, lavatories, etc.
Instruction:
A. With an occupied building and an enabled water heater, verify the water heater thermostat setpoint
and compare to the actual temperature (+/- 5 degrees is acceptable)
B. Verify the pipe-mounted circulating pump thermostat setpoint. More readings are done in the next test;
this reading simply verifies that hot water is circulating.
Verify as Indicated Setpoint Actual Area Indicate Sample Reading Location Notes
WHtr internal t’stat setpoint °F °F n/a
Circ pump setpoint 105°F °F n/a
Sample reading, Dom Htr 1 110°F °F
1
2
3
4
5
6
7
___________________________ ___________ _________ _________ [x] Initial Test

___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

13.3 Domestic Hot Water – Temperature Verification
Test Level: Functional Test Attendance: CA, Plumbing

Test Type: Plumbing Estimated Time: 15 minutes
Purpose/Sequence:
Verify that the domestic hot water heater is maintaining setpoint. There are also Cross-Connect checks.
Prerequisite:
The domestic hot water heater is fully functional. The tank water temperature is at setpoint. The circulating
pump is operational. Hot water is available at all janitor’s closets, sinks, lavatories and/or showers.
Instruction:
A. Verify the temperature at the water heater
B. Take sample readings at remote fixtures (+/- 5 degrees compared to water heater is acceptable)
C. Also, run cold water at various fixtures to make sure lines aren’t crossed
D. Flush toilets and shoot the entering water with I/R meter, to verify lines aren’t crossed
Test Location Room/Area HW CW Pass/Fail Indicate any Pass/Fail Notes
Temp Temp crossed lines
Dom HW Htr n/a
Lavatory 1
Lavatory 2
Lavatory 3
Lavatory 4
Lavatory 5
Lavatory 6
Toilet 1 n/a
Toilet 2 n/a
Toilet 3 n/a
Toilet 4 n/a
Toilet 5 n/a
Toilet 6 n/a
Janitor 1
Janitor 2
1
2
3
4
5
6
7
___________________________ ___________ _________ _________ [x] Initial Test

___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

PART 14 - HVAC Integrated Tests

14.1 Integrated Testing – Introduction
Test Level: Integrated Tests Attendance: see below

Test Type: Global Estimated Time: n/a
Unit Tag/ID:
Purpose:
The purpose of functional testing is to verify the normal operational qualities of the tested systems. Each system
is ‘put through its paces,’ and is monitored for proper performance. Often, other systems are being viewed
simultaneously. This testing verifies the more advanced aspects of the sequences of operations.
Prerequisite:
All systems must be fully operational, including mechanical, FUNCTIONAL TEST LOCATIONS
electrical, BMS and life safety. Note that some functional testing is
A. Start-up of all equipment is complete performed in other Sections of the test
B. Control programming is complete procedures. This is done to keep tests
C. BMS graphics are complete efficient.
D. BMS alarms are programmed and functional
E. BMS trends are programmed and active
F. Pre-Functional Testing is complete
G. All HVAC and BMS systems are in full automatic mode
H. All BMS panels are active and communicating
Participants:
A. Commissioning Authority
B. BMS contractor
C. Mechanical contractor – available or on call
D. Electrical contractor – available or on call
E. General contractor – available or on call
Contact List, Functional Testing Phase
Contact Name Company Phone Number Email
NOTE 1: A tablet PC (laptop) or iPad will be utilized during this test.

NOTE 2: Each of the above participants has authorized the use of their electronic signature in this
document.
Special Instructions:
A. Some functional tests are performed in other sections of the tests. This is noted in each section’s
introduction.
B. BMS to coordinate with CA to ensure that the correct trends are being maintained during the tests.
BMS to submit copies of the trend reports to the CA.
C. BMS to take graphic snapshots of all test data during each test, and copies to CA.
D. Make sure that provisions have been made for any possible effect of testing on the fire alarm/life safety
systems. This may include covering of smoke detectors, temporary disabling of alarm dial-out, etc.
E. Verify that testing will not impact facility operations.
Tools, Instrumentation and Equipment:
Calibrated instruments will be provided by the contracting team. See Section 1 for a list of required test
equipment.

14.2 Integrated Test – Global Occupancy
Test Level: Integrated Tests Attendance: CA, BMS, EC, MC

Test Type: Global/BMS Estimated Time: 15 minutes
Unit Tag/ID:
Test Description:
A. This test verifies the occupancy cycle of the entire building. Perform during daylight hours.
B. This test verifies the position of various systems, to make sure that systems are in their proper state
during occupied and unoccupied modes. Some equipment/systems remain enabled 24/7, as indicated.
Change modes via the BMS.
Begin Test on Step 1a

Step Activity Expected Response Pass/Fail Participant Time Notes
1a Unoccupy the building AHU-1, AHU-2, AHU-3 are
OFF
1b FCUs are all OFF
1c EF-1, EF-2, EF-11, EF-13, EF-
17, EF-18, EF-19 are OFF
1d EF-15 enabled
1e VAV boxes are OFF
1f Main CHW System is OFF
1g Htg HW System is OFF
1h Dom HW Htr is OFF
1i Refrigerant monitor is ON
1j No BMS alarms
2a Occupy the building AHU-1, AHU-2, AHU-3 are

ON
2b FCUs are all enabled
2c EF-1, EF-2, EF-11, EF-13, EF-
17, EF-18, EF-19 are ON
2d EF-15 enabled
2e VAV boxes are ON
2f Main CHW System is ON
2g Htg HW System is ON
2h Dom HW Htr is ON
2i Refrigerant monitor is ON
2j No BMS alarms
End Test on Step 2j
1 Capture screen shots, and record trends. Get copies of both and attach.
2
3
4

5
6
___________________________ ___________ _________ _________ [x] Initial Test

___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

14.3 Integrated Test – Stability in Cooling Mode
Test Level: Integrated Tests Attendance: CA, BMS, MC

Unit Tag/ID:
Test Description:
A. This test verifies that when the building is in cooling mode, the entire system is stable.
B. Create conditions for cooling. Economizer and chiller plants should be in AUTO mode.
C. System should be running for at least 30-60 minutes prior to beginning this test.
D. Verify that appropriate systems are maintaining setpoint, as indicted.
E. Chiller plant is being verified, in addition to applicable air systems.
Begin Test on Step 1

1 Heating Plant Boilers are OFF
2 HWS temp is N/A
3 Lead HWPs are OFF
4 Lag HWPs are OFF
5 Main Chiller Plant Main chiller plant is Enabled
6 Building Static Pressure Bldg SP is ~__ InWC
7 AHU-1 AHU-3101 is ON
8 SAT is at ~__°F
9 SF SP is at _____ InWC
10 RF SP offset is ____ InWC
11 Min OA damper enabled
12 CHW valve is modulating
14 SAT is at ~__°F
20 SAT is at ~__°F
27 VAV Boxes VAV Boxes are enabled
28 Maintaining stpt, ~__°F
29 FCU-1 FCU-1 is ON
30 SAT is at ~__°F
31 CHW valve is enabled

33 SAT is at ~__°F
35 EF-1 EF-1 is ON
36 EF-2 EF-2 is ON
37 EF-11 EF-11 is ON
43 Refrigerant Monitoring Refrigerant Monitoring is
ON
End Test on Step 43
2
3
4
5
6
___________________________ ___________ _________ _________ [x] Initial Test

___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

14.4 Integrated Test – Stability in Heating Mode
Test Level: Integrated Tests Attendance: CA, BMS, MC

Unit Tag/ID:
Test Description:
A. This test verifies that when the building is in heating mode, the entire system is stable.
B. Create conditions for heating. Economizer and chiller plants should be in AUTO mode.
C. System should be running for at least 30-60 minutes prior to beginning this test.
D. Verify that appropriate systems are maintaining setpoint, as indicted.

1 Heating Plant Boilers are ON
2 HWS temp is __ DegF
3 Lead HWPs are ON
4 Lag HWPs are OFF
5 Main Chiller Plant Main chiller plant is OFF
6 Building Static Pressure Bldg SP is ~__ InWC
8 SAT is at ~__°F
14 SAT is at ~__°F
20 SAT is at ~__°F
27 VAV Boxes VAV Boxes are enabled
28 Maintaining stpt, ~__°F
30 SAT is at ~__°F

33 SAT is at ~__°F
35 EF-1 EF-1 is ON
36 EF-2 EF-2 is ON
43 Refrigerant Monitoring Refrigerant Monitoring is
ON
End Test on Step 43

2
3
4
5
6
___________________________ ___________ _________ _________ [x] Initial Test

___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

14.5 Integrated Test – Global – Building Optimum Start
Test Level: Integrated Tests Attendance: CA, BMS

Unit Tag/ID:
Test Description:
This test verifies building-wide optimum start. It verifies what does/does not start or operate during optimum
start conditions. The test begins with the building in unoccupied mode. Below sequence is assumed by CxA.
Optimum Start
The system shall use an optimal start algorithm for morning start-up. This algorithm shall minimize the
unoccupied warm-up or cool-down period while still achieving comfort conditions by the start of scheduled
occupied period. While under optimal start, the outside air damper shall remain completely closed until space is
satisfied. Outside air damper shall remain closed and not go to minimum position after optimal start period ends
while space temperature has not been satisfied.
VAV Box Optimum Start
The unit shall use an optimal start algorithm for morning start-up. This algorithm shall minimize the unoccupied
warm-up or cool-down period while still achieving comfort conditions by the start of scheduled occupied period.
Box shall modulate towards 100% closed under optimal start to maintain space temperature. Minimum setting
shall revert to normal operation once space is satisfied and space is occupied.

1a Unoccupy the building Scheduled HVAC is OFF
1b No BMS alarms
2a Opt. Start the building Scheduled HVAC is ON

2b Economizers are closed
2c Min OA dampers stay
closed
2d BMS-controlled EFs stay
OFF
2e No BMS alarms
Transition to Occ Mode

3a Economizers are enabled
3b Min OA dampers are enabled
3c Heating/cooling is enabled
End Test on Step 3c
Continued on next page

Building Optimum Start (continued)

Integrated Test
Test Description:
Enter the Optimum Start Reset Scale
A. Enter the top and bottom end of the temperature scale
B. Enter the time (in minutes) that correspond to the temperature scale.
C. Verify it works by simulating the inputs. For example, if heating optimum start were based solely on an
outdoor temperature reset scale of 30-70°F, and if each degree below 70° would advance started the
building by two minutes, then simulating a 60° outside temperature should yield a 20 minute advance
start.
D. The concept of “weight factor” needs to be noted. Weight factor = the greater influence of outside air
temperature vs. indoor air temperature, or vice versa. Is it 2:1, 3:1, 1.2:1, 1:2?
E. Enter the earliest optimum start time allowed prior to normal occupied start time. Ex: if normal start
time is 7:00 AM, what is the earliest time BEFORE 7:00 AM that optimum start is allowed to engage? In
addition, on Monday’s – after a weekend of being OFF – optimum start is typically given additional time
to advance start. Enter that time separately.
F. Verify which OA sensor is being used in the calculation, as well as which ID temperature sensors are
being used to establish a building average temperature.
Optimum Start Parameters Degrees Minutes Pass/Fail Notes

Outdoor temperature reset scale
Indoor temperature reset scale
Optimum Start Parameters Ratio of OAT v. ID Notes
Weight factor of OAT vs. building temperature
Optimum Start Parameters Notes
Enter the earliest opt. start time allowed: _____ Minutes
Enter the earliest Monday opt. start time allowed: n/a
List which OAT sensor is being used: [ ] North [ ] S [ ] E [ ] W [ ] Average
List which ID sensors are being used for the [ ] All are averaged [ ] List others:
building average temperature:
2 Trend logs should depict comfortable conditions by occupancy time.
3
4
5
6
___________________________ ___________ _________ _________ [x] Initial Test

___________________________ ___________ _________ _________ [ ] Retest
___________________________ ___________ _________ _________

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COMMISSIONING

GRD Energy Inc.

PART 2 - Sequences of Operation 24

PART 3 - Scheduling and Occupancy 46

PART 4 - Graphics, Trends and Alarms 50

GRD Energy, Commissioning Authority  ii

PART 6 - Fan Coil Units (Cooling Only) 80

PART 7 - Zone Control 92

PART 8 - Exhaust Fans 95

PART 9 - Chilled Water System 100

GRD Energy, Commissioning Authority  iii

PART 10 - Refrigerant Monitoring System 116

PART 11 - Heating Hot Water System 120

PART 12 - TAB Verifications 134

PART 13 - Domestic Hot Water System 142

PART 14 - HVAC Integrated Tests 146

GRD Energy, Commissioning Authority  iv

San Jose Environmental Innovation Center

PART 1 - Introduction to Testing

GRD Energy, Commissioning Authority  5

Commissioning documents system performance parameters to help facilitate fine-tuning of control

[1] Source: Building Commissioning Association website, http://www.bcxa.org/

GRD Energy, Commissioning Authority  6

1.2 Standards and Compliance

 The Building Commissioning Associations (BCA) “Essential Attributes of Building

1.3 Project Guidelines

A. Owner’s Project Requirements (OPR) *

* Required for LEED projects

1.4 Test Organization

A. Introduction – Important instructional information regarding the testing process

1.5 Testing Goals

GRD Energy, Commissioning Authority  7

1.6 The Testing Process

Illustration 1.6A, Testing Phase Flowchart

Start of Testing Phase

Contractors perform final

Commissioning Authority writes

End of Testing Phase

GRD Energy, Commissioning Authority  8

1.7 Basic Testing Terminology

1.8 Impacts, Precautions and Contingencies

GRD Energy, Commissioning Authority  9

1.9 Prerequisites to Functional Testing

B. System programming is complete for the systems being tested

C. Testing by manufacturer’s representatives and/or technicians has verified that:

1. Controlled devices function as specified

GRD Energy, Commissioning Authority  10

1.10 Test Participants

1.11 Tools and Equipment

[x] Temperature meter, electronic [x] Immersion [x] Air

GRD Energy, Commissioning Authority  11

GRD Energy, Commissioning Authority  12

1.12 Schedule of Commissioned Equipment

Tag/ID Description Trigger

GRD Energy, Commissioning Authority  13

1.13 How to Execute the Tests

B. Examples of Sample Test Instructions

C. Entering Data and Response Prompts

Item Expected What it Means

GRD Energy, Commissioning Authority  14

D. Expected and Unexpected Results

Item Expected Item Unexpected Comment

E. Testing Approaches and Concepts