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Functional Performance Test

The document describes functional performance testing procedures for a circulating domestic water heater system. It provides system descriptions, operational assumptions, initial test results sections, required personnel and supplies, ambient conditions, trend data requirements, and step-by-step test procedures to verify proper heating operation.

Uploaded by

Minh Tran
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
100% found this document useful (1 vote)
301 views274 pages

Functional Performance Test

The document describes functional performance testing procedures for a circulating domestic water heater system. It provides system descriptions, operational assumptions, initial test results sections, required personnel and supplies, ambient conditions, trend data requirements, and step-by-step test procedures to verify proper heating operation.

Uploaded by

Minh Tran
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

[Project Title Template]

[Project Location Templete]

Circulating Domestic Water Heater


Functional Performance Test
Equipment ID [Equipment ID]
Building [Building]
Location [Room]

System Description
Description:

Operational Assumptions:

Domestic water make up valve is open.

System hot water circulation pump is on.

The control valve is modulating to maintain set point temperature.

Domestic water heating unit is assumed to begin the test in the Idle Mode, with no load conditions and the water
temperature at set point.

Associated Building Automated System (BAS) has been tested and is operating correctly.

Initial Test Start Date End Date Initials


Results (Check one) Explanation:
Pass
Fail
Partial Test w/Corrective Actions
Complete Test w/Corrective Actions
Other

Re-Test 1 Start Date End Date Initials


Results (Check one) Explanation:
Pass
Fail
Partial Test w/Corrective Actions
Complete Test w/Corrective Actions
Other

Re-Test 2 Start Date End Date Initials


Results (Check one) Explanation:

Page 1 of 274
FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Pass
Fail
Partial Test w/Corrective Actions
Complete Test w/Corrective Actions
Other

Deferred/Seasonal Test Start Date End Date Initials


Results (Check one) Explanation:
Pass
Fail
Partial Test w/Corrective Actions
Complete Test w/Corrective Actions
Other

Test Participants
Organization Required Optional
General Contractor
Mechanical Contractor
Electrical Contractor
TAB Contractor
Controls Contractor
Owner’s O&M Personnel

Supplies Required for Testing (To be provided by the contractor)


Tools / Supplies
Laptop with TC Program Infrared Thermometer Gun
PID Loop Tuning Software Humidity Tester
Aerosol for Smoke and Freeze stat Test Basic Tool Pouch
Radio Communications Flashlight

System Readiness Summary Checklist


Description Yes No Date
System Ready for Test
Required Personnel Available
Required Tools/Test Equipment/Supplies Available
Required Safety Equipment Available

Page 2 of 274
FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Set-Points, Limits, and Schedules


AHU can be assigned a schedule. Schedule can be programmed daily.
If system runs 24 hours a day, check here. If not, fill in the occupied mode schedule below.

AM PM
Day 12 1 2 3 4 5 6 7 8 9 10 11 12 1 2 3 4 5 6 7 8 9 10 11
Sun
Mon
Tues
Wed
Thurs
Fri
Sat
Holi

Setpoint Adjustable Range


Parameter
Design Actual Design Actual
Outside Air Temperature (°F)
Preheat valve full open outside air temperature (°F)
Discharge Air Temperature (°F)
Night Setback Temperature (°F)
Night Setback Differential
Mixed Air Temperature (°F)
Minimum Start-up Fan Speed (%)
Time at Minimum Fan Speed for Start-up (min)
Average Zone Humidity (%RH)
Maximum supply air humidity (%RH)
Discharge Air Static Pressure (in H2O)
High Static Alarm (in H2O)
Low Static Alarm (in H2O)
System Shutdown High Static Limit (in H2O)
Damper Position

Initial Ambient Conditions


Ambient Conditions
Outside Air Temp Outside Air RH %
Observations

Trend Data Required To Support Testing


Check if trend point chart(s) and Frequency Graph(s) are provided per trend requirements shown below.
Trend Log Setup #1 – Temperature
Pre- Post Point Frequency Duration Provided
Testing Testing
System Flow Rate Yes No
Flow Rate Set Point Yes No
Water Quality Yes No
Damper Position Yes No
System Pressure Yes No

Page 3 of 274
FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Trend Log Setup #1 – Temperature


Pre- Post Point Frequency Duration Provided
Testing Testing
Pressure Set Point Yes No
Record Issues Issue Log Item Number:

Functional Performance Test -- (Verify all components are ready before energizing or operating the system.)
The Commissioning Authority will make and document any changes/addition/deletions to this test procedure
required by current system conditions (i.e. weather, system load, utility availability, etc.).
R = Retest (Check () retest required) Y= Checked and Passed
C = Corrected (Check () when correction verified) N = Not Passed

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

PRE-TEST VISUAL MECHANICAL INSPECTION

1. Record the start Recorded. Time:


time (am / pm)

Record issues Issue Log Item:

Initial Date

2. Observe initial The fan is on and the discharge


operating damper is open.
conditions
The HOA switch is in the auto
position.

Record issues Issue Log Item:

Initial Date

HEATING OPERATION

3. Record initial Record temperature dial


position of each positions & temperature.
immersion
thermostat and hot
water temperature
at sink.

Record issues Issue Log Item:

Initial Date

4. Adjust thermostat Record temperature leaving at


to be just shy of the adjacent sink.
high setting.

Page 4 of 274
FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

Change in temperature is
accurate based on direction of
change in thermostat.

Record issues Issue Log Item:

Initial Date

5. Adjust thermostat Record temperature leaving at


to be just shy of the adjacent sink.
low setting.

Change in temperature is
accurate based on direction of
change in thermostat.

Record issues Issue Log Item:

Initial Date

6. Override the The control valve is to modulate Water temp. at start of


discharge water open to maintain set point test: ________ºF
temperature set temp.
point to 10ºF higher New water temp. set
than the current point: ________ºF
discharge
temperature.

Record issues Issue Log Item:

Initial Date

7. Return thermostat System returns to normal


to its original operation.
settings.

Record issues Issue Log Item:

Initial Date

IDLING CONTROL

8. Override the unit The control valve modulates Discharge water temp at
discharge closed to maintain the unit start of action:
temperature set discharge temperature. ________ºF
point to 10ºF lower
than the current New DWT set point:
discharge water ________ºF
temperature.

Record issues Issue Log Item:

Page 5 of 274
FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

Initial Date

9. Override the Control valve modulates opens Entering water


discharge water to maintain the set point temperature:
temperature set temperature. ________ºF
point to a value
equal to the design Leaving water
water temperature. temperature:
Measure entering ________ºF
and leaving water
temperatures. Percent schedule
capacity: ________%

Record issues Issue Log Item:

Initial Date

10. Release the Control valve modulates to Note: Wait until


discharge water maintain their respective discharge water
temperature set discharge water temperature temperatures are
point overrides. set points. satisfied, before
proceeding.

Record issues Issue Log Item:

Initial Date

HEATER STATUS ALARM AT BAS

11. Close the supply Alarm is received at BAS.


valve.
Control valve closes.

Return pump stops.

Record issues Issue Log Item:

Initial Date

12. Open the Supply Alarm is cleared at BAS.


Valve
All components resume normal
operation.

Record issues Issue Log Item:

Initial Date

Page 6 of 274
FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

13. Close the makeup Alarm is received at central


water valve. control station.

Control valve closes.

Return pump stops.

Record issues Issue Log Item:

Initial Date

14. Open the makeup Alarm is cleared.


water valve
All components resume normal
operation.

Record issues Issue Log Item:

Initial Date

HEATER STATUS ALARM AT BAS

15. Open the hot water Control valve modulates to Water temp. at start of
faucets to service maintain set point temp. test: ________ºF
sinks and toilet
room sinks. Time portion of test is
Return pump is on. started: ________

Make-up valve is open.

Record issues Issue Log Item:

Initial Date

16. Verify flow at test Estimate total flow. Estimated flow (GPM.)
sinks. __________

Measure leaving water temp. at Water temp. :


remote test sink. ________ºF

Record issues Issue Log Item:

Initial Date

17. Run hot water until Alarm is received at BAS. Leaving Water temp.:
discharge water ________ºF

Page 7 of 274
FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

temp. starts to Control valve closes.


drop. Time duration from when
test was started:
Return pump stops. ________

Record issues Issue Log Item:

Initial Date

18. Close hot water Alarm is cleared.


valves at test sinks
and return to
normal operating All components resume normal
condition. operation.

Record issues Issue Log Item:

Initial Date

HIGH PRESSURE CUTOFF

19. Override pressure High status alarm is received at


sensor to 10% the BAS control station.
higher than high
pressure alarm set
point. The return pump stops.

The control valve is closed.

Domestic makeup water goes


to 100%.

Record issues Issue Log Item:

Initial Date

20. Re-set the Alarm is cleared. Note: Need to verify


discharge high which type of control set
pressure cutout point will be adjustable
back to original set The system resumes normal from control panel.
point. operation.

Record issues Issue Log Item:

Initial Date

RETURN TO INITIAL CONDITIONS

Page 8 of 274
FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

21. Reset all set-points The system resumes initial


and overrides to operation.
the initial values.

Record issues Issue Log Item:

Initial Date

22. Record End Time Recorded. Time:


(am / pm)

Record issues Issue Log Item:

Initial Date

Page 9 of 274
FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Final Sign-Off

Commissioning Agent Printed Name Initials Date

CONTRACTOR PRINTED NAME INITIALS DATE

General Contractor (GC)

Mechanical Contractor (MC)

Electrical Contractor (EC)

TAB Contractor (TAB)

Controls Contractor (CC)

Owner’s O&M Personnel

Page 10 of 274
FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

VAV with Reheat


Functional Performance Test
Equipment ID [Equipment ID]
Building [Building]
Location [Room]

System Description
Description:

Operational Assumptions:

All fans are operating.

Outside temperature is above 50°F.

The system is in occupied mode operation.

All of the terminal unit zones used for Unoccupied Mode heating/cooling control is maintaining their occupied
space temperature set points within 5°F.

Associated Building Automated System (BAS) has been tested and is operating correctly.

Trend logging has been initiated.

Initial Test Start Date End Date Initials


Results (Check one) Explanation:
Pass
Fail
Partial Test w/Corrective Actions
Complete Test w/Corrective Actions
Other

Re-Test 1 Start Date End Date Initials


Results (Check one) Explanation:
Pass
Fail
Partial Test w/Corrective Actions
Complete Test w/Corrective Actions
Other

Page 11 of 274
FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Re-Test 2 Start Date End Date Initials


Results (Check one) Explanation:
Pass
Fail
Partial Test w/Corrective Actions
Complete Test w/Corrective Actions
Other

Deferred/Seasonal Test Start Date End Date Initials


Results (Check one) Explanation:
Pass
Fail
Partial Test w/Corrective Actions
Complete Test w/Corrective Actions
Other

Test Participants
Organization Required Optional
General Contractor
Mechanical Contractor
Electrical Contractor
TAB Contractor
Controls Contractor
Owner’s O&M Personnel

Supplies Required for Testing (To be provided by the contractor)


Tools / Supplies
Laptop with TC Program Infrared Thermometer Gun
PID Loop Tuning Software Humidity Tester
Aerosol for Smoke and Freeze stat Test Basic Tool Pouch
Radio Communications Flashlight

System Readiness Summary Checklist


Description Yes No Date
System Ready for Test
Required Personnel Available
Required Tools/Test Equipment/Supplies Available
Required Safety Equipment Available

Page 12 of 274
FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Set-Points, Limits, and Schedules


AHU can be assigned a schedule. Schedule can be programmed daily.
If system runs 24 hours a day, check here. If not, fill in the occupied mode schedule below.

AM PM
Day 12 1 2 3 4 5 6 7 8 9 10 11 12 1 2 3 4 5 6 7 8 9 10 11
Sun
Mon
Tues
Wed
Thurs
Fri
Sat
Holi

Setpoint Adjustable Range


Parameter
Design Actual Design Actual
Outside Air Temperature (°F)
Preheat valve full open outside air temperature (°F)
Discharge Air Temperature (°F)
Night Setback Temperature (°F)
Night Setback Differential
Mixed Air Temperature (°F)
Minimum Start-up Fan Speed (%)
Time at Minimum Fan Speed for Start-up (min)
Average Zone Humidity (%RH)
Maximum supply air humidity (%RH)
Discharge Air Static Pressure (in H2O)
High Static Alarm (in H2O)
Low Static Alarm (in H2O)
System Shutdown High Static Limit (in H2O)
Damper Position

Initial Ambient Conditions


Ambient Conditions
Outside Air Temp Outside Air RH %
Observations

Trend Data Required To Support Testing


Check if trend point chart(s) and Frequency Graph(s) are provided per trend requirements shown below.
Trend Log Setup #1 - Temperature
Pre- Post Point Frequency Duration Provided
Testing Testing
System Flow Rate Yes No
Flow Rate Set Point Yes No
Water Quality Yes No

Page 13 of 274
FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Trend Log Setup #1 - Temperature


Pre- Post Point Frequency Duration Provided
Testing Testing
Damper Position Yes No
System Pressure Yes No
Pressure Set Point Yes No
Record Issues Issue Log Item Number:

Functional Performance Test -- (Verify all components are ready before energizing or operating the system.)
The Commissioning Authority will make and document any changes/addition/deletions to this test procedure
required by current system conditions (i.e. weather, system load, utility availability, etc.).
R = Retest (Check () retest required) Y= Checked and Passed
C = Corrected (Check () when correction verified) N = Not Passed

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

PRE-TEST VISUAL MECHANICAL INSPECTION

23. Ensure all trend Trend OK. Time:


information is setup _____________(am/pm)
by the controls
contractor Space temperature.

Record setup
values for each Space temp set point.
VAV box indicate
TAB CFME’s CFM Max Heating.

CFM Min Heating.

Record issues Issue Log Item:

Initial Date

24. Check the Occupancy setting corresponds


operating to the occupancy table above.
conditions at the
BAS front end and
confirm the system There are no operator overrides
is operating currently on.
automatically under
specified
sequence. No alarm conditions exist.

Record issues Issue Log Item:

Initial Date

Page 14 of 274
FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

VERIFICATION OF TEMPERATURE AIRFLOW CONTROL – OCCUPIED

25. Adjust thermostat Damper goes to minimum


set point to equal position.
current space
temperature
Heating valve closed.

Record CFM.

CFM is at minimum per TAB


set point.

Record issues Issue Log Item:

Initial Date

26. Adjust the local The unit damper remains @ its


thermostat set minimum position (or heating
point to be 5°F max, if Dual VAV box).
higher than the
current space
temperature The heating coil control valve
modulates open to maintain
Wait 3 minutes to space temperature set point.
record final values

Initial discharge temp.

Final discharge temp.

Heating max CFM.

CFM is at maximum per TAB


set point.

Record issues Issue Log Item:

Initial Date

27. Adjust the local Unit damper opens fully to max


thermostat set cooling set point (or cooling
point to be 5°F max if Dual VAV box).
lower than the
current space The heating coil control valve is
temperature closed.

Page 15 of 274
FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

Wait 3 minutes to Initial CFM.


record final value

Final CFM.

CFM is at maximum per TAB


set point.

Record issues Issue Log Item:

Initial Date

28. Reset the space The unit damper should be in


temperature set its minimum / normal position.
point to original
value

Record issues Issue Log Item:

Initial Date

VERIFICATION OF UNOCCUPIED MODE

29. Put the unit into Damper position closed.


unoccupied mode

Reheat valve closed.

Record issues Issue Log Item:

Initial Date

VERIFICATION OF WARM UP AND COOL DOWN MODE

30. Put the unit into Damper position 100% open.


warm-up mode

Temperature set point 71°F.

Reheat valve modulating for


heating.

Record CFM.

CFM is at maximum per TAB


set point.

Page 16 of 274
FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

Initial discharge temp.

Final discharge temp.

Record issues Issue Log Item:

Initial Date

31. Put the unit into Reheat valve closed. *Per controls, 30% is
cool down mode equated with minimum,
100% with maximum
Temperature set point 71°F.

CFM between 30%.

And 100%.

Record CFM.

Initial discharge temp.

Final discharge temp.

Record issues Issue Log Item:

Initial Date

32. Reset the unit into Unit returns to its original


its original settings conditions.

Record issues Issue Log Item:

Initial Date

VERIFICATION OF OCCUPIED MODE

33. Put the unit into Damper position modulating to


occupied heating maintain temperature.
mode

Temperature set point 71°F.

Page 17 of 274
FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

CFM minimum 30%.

CFM maximum 100%.

Reheat valve modulating for


heating when box has reached
minimum CFM position.

Reheat valve 100% open box


modulating from minimum
position to 100% open.

Record CFM Max.

Record CFM set pt.

Record night set pt.

Record issues Issue Log Item:

Initial Date

34. Reset the unit into System returns to its original


its original default default settings.
settings.

Record issues Issue Log Item:

Initial Date

BYPASS MODE

35. Put AHU/RTU-__ VAV damper is fully open.


into VFD bypass
mode

Record issues Issue Log Item:

Initial Date

36. Return AHU/RTU- System operates normally.


___ to normal
operation

Record issues Issue Log Item:

Page 18 of 274
FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

Initial Date

RETURN TO INITIAL CONDITIONS

37. Reset the space System returns to initial


temperature set- conditions.
point to the original
value
Record CFM set pt.

Record temperature set pt.

Record issues Issue Log Item:

Initial Date

38. Record test stop Recorded. Time:


time (am / pm)

Record issues Issue Log Item:

Initial Date

Page 19 of 274
FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Final Sign-Off

Commissioning Agent Printed Name Initials Date

CONTRACTOR PRINTED NAME INITIALS DATE

General Contractor (GC)

Mechanical Contractor (MC)

Electrical Contractor (EC)

TAB Contractor (TAB)

Controls Contractor (CC)

Owner’s O&M Personnel

Page 20 of 274
FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Fire Tube Boiler (Low Pressure Steam) System


Functional Performance Test
Equipment ID [Equipment ID]
Building [Building]
Location [Room]

System Description
Description:

Two boilers in penthouse of addition share equipment room with chiller plant addition.

The system includes, boilers #7, 8 that expand the capacity of the campus but are not interconnected, Two
duplex condensate pumps in boiler room and Mezzanine CRP 3, 4; feed water heat exchanger HX-7; storage
tank and feed water pumps BFP 1, 2, 3; and chemical treatment. Low pressure steam is used for humidifiers
that are tested with the related air handling equipment, and two heating hot water heat exchangers.

The Boilers include various safety sensors, valves, fire controls, and fuel oil pumps considered integral to the
boiler operation and tested as part of the boiler.

Make up air handling unit 10 provides combustion air and runs when boilers are ON. AHU-10 is tested in a
separate FPT. The Fuel Oil Pumps with associated leak detection are tested in a separate FPT. Heat
Exchangers HX5, 6 building heating water; and humidifiers are tested on separate FPT’s.

Operational Assumptions:

Initial Test Start Date End Date Initials


Results (Check one) Explanation:
Pass
Fail
Partial Test w/Corrective Actions
Complete Test w/Corrective Actions
Other

Re-Test 1 Start Date End Date Initials


Results (Check one) Explanation:
Pass
Fail
Partial Test w/Corrective Actions
Complete Test w/Corrective Actions
Other

Page 21 of 274
FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Re-Test 2 Start Date End Date Initials


Results (Check one) Explanation:
Pass
Fail
Partial Test w/Corrective Actions
Complete Test w/Corrective Actions
Other

Deferred/Seasonal Test Start Date End Date Initials


Results (Check one) Explanation:
Pass
Fail
Partial Test w/Corrective Actions
Complete Test w/Corrective Actions
Other

Test Participants
Organization Required Optional
General Contractor
Mechanical Contractor
Electrical Contractor
TAB Contractor
Controls Contractor
Owner’s O&M Personnel

Supplies Required for Testing (To be provided by the contractor)


Tools / Supplies
Laptop with TC Program Infrared Thermometer Gun
PID Loop Tuning Software Basic Tool Pouch
Radio Communications Flashlight

System Readiness Summary Checklist


Description Yes No Date
System readiness checklist completed, approved
All control system functions for this and all interlocking
systems are programmed and operable per contract
documents, including final set-points and schedules with
debugging, loop tuning and sensor calibrations
completed
Punch list items corrected
Spot-check system readiness checklist
Installation Per Design Documentation & Latest
Approved Change Orders
O&M Manuals Delivered and Available on Site
Field-Marked Copy of As-Built System Schematics
Available

Page 22 of 274
FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Description Yes No Date


Specified Contractor’s Test Reports (CTR) Completed
Specified Contractor Training of Owner’s Employees
Completed
Components/Subsystems Clear and Correctly Identified
Pumps and piping are properly installed.

Set-Points, Limits, and Schedules


AHU can be assigned a schedule. Schedule can be programmed daily.
If system runs 24 hours a day, check here. If not, fill in the occupied mode schedule below.

AM PM
Day 12 1 2 3 4 5 6 7 8 9 10 11 12 1 2 3 4 5 6 7 8 9 10 11
Sun
Mon
Tues
Wed
Thurs
Fri
Sat
Holi

Setpoint Adjustable Range


Parameter
Design Actual Design Actual
Boiler Room Space Temp
Feed Water Temp
Boiler Steam Pressure St Pt
Boiler flame purge Delay
Boiler Pressure Build-up Delay
Boiler Low Fire De-energize Delay
Max fire to call for Lag boiler
Controller High Pressure Limit
Boiler Lead Lag Schedule
Exhaust Fan ON Space Temp Exceeds
Condensate Pump Flow Rate/Pressure
Feed Water Conductivity St Pt; Hi Limit
Feed Water Conductivity St Pt; Hi Limit
Minimum fire rate low load

Page 23 of 274
FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Initial Ambient Conditions


Ambient Conditions
Outside Air Temp Outside Air RH %
Observations

Trend Data Required To Support Testing


Check if trend point chart(s) and Frequency Graph(s) are provided per trend requirements shown below.
Trend Log Setup #1 - Temperature
Pre- Post Point Frequency Duration Provided
Testing Testing
Boiler #1 On/Off Yes No
STATUS
Boiler #2 On/Off Yes No
STATUS
Boiler #1 ALARM Yes No
STATUS
Boiler #2 ALARM Yes No
STATUS
Boiler #1 Gas / Oil Fuel Yes No
Selection STATUS
Boiler #2 Gas / Oil Fuel Yes No
Selection STATUS
Boiler #1 Supply Yes No
Pressure or Temp.
Record Issues Issue Log Item Number:

Trend Log Setup #2 - Temperature


Pre- Post Point Frequency Duration Provided
Testing Testing
Make-Up Water Supply Yes No
Temperature
Boiler #2 Supply Yes No
Pressure or Temp.
Common Header Yes No
Pressure / Temperature
Outside Air Temp. Yes No
Record Issues Issue Log Item Number:

Page 24 of 274
FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Functional Performance Test -- (Verify all components are ready before energizing or operating the system.)
The Commissioning Authority will make and document any changes/addition/deletions to this test procedure
required by current system conditions (i.e. weather, system load, utility availability, etc.).
R = Retest (Check () retest required) Y= Checked and Passed
C = Corrected (Check () when correction verified) N = Not Passed

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

PREPARE FOR VERIFICATION TESTING

39. Confirm equipment System is ON and will always Steam Pressure


is operating as have call for heating (includes Common Header
expected. If not recovery from loss of power). _____psi
make adjustments
with the BAS, System has stable operation. Boiler 7 ____
Building
Automation Record common header P. Boiler 8 _____
System.
AHU-10 is tested in
AHU-10 has been
another test procedure.
commissioned and is operating.
Boilers don’t run if
AHU10 OFF
AHU-10 is expected to run
continuously during normal
Boiler Feedwater Pumps
operation.
Only run when level is
Low and Boiler is ON.
Only one Boiler is required for
existing load.
They do not run
continuously when boiler
At least one pump of the
is ON.
secondary hot water selection
PHWP-4, 5, and 6 is ON.

The fuel oil pumps, FOP are


OFF.

Record issues Issue Log Item:

Initial Date

40. Confirm that there System is ON and will always


is always a call for have call for heating (includes Steam Pressure
the boilers to run recovery from loss of power). Common Header
_____psi
System has stable operation.
Boiler 7 ____
Record common header P.
Boiler 8 _____

AHU-10 has been AHU-10 is tested in


commissioned and is operating. another test procedure.
Boilers don’t run if

Page 25 of 274
FUNCTIONAL PERFORMANCE TESTING TEMPLATE
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AHU-10 is expected to run AHU10 OFF


continuously during normal
operation. Boiler Feedwater Pumps
Only run when level is
Low and Boiler is ON.
Only one Boiler is required for
existing load. They do not run
continuously when boiler
At least one pump of the is ON.
secondary hot water selection
PHWP-4, 5, and 6 is ON.

The fuel oil pumps, FOP are


OFF.

Record issues Issue Log Item:

Initial Date

41. If there is actually a System is ON and will always


very high or low have call for heating (includes Steam Pressure
load then adjust recovery from loss of power). Common Header
RTU outside air or _____psi
fan VSD CFM so System has stable operation.
get required loads. Boiler 7 ____

Record common header P. Boiler 8 _____

AHU-10 is tested in
AHU-10 has been another test procedure.
commissioned and is operating. Boilers don’t run if
AHU10 OFF

AHU-10 is expected to run Boiler Feedwater Pumps


continuously during normal Only run when level is
operation. Low and Boiler is ON.

They do not run


Only one Boiler is required for continuously when boiler
existing load. is ON.

At least one pump of the


secondary hot water selection
PHWP-4, 5, and 6 is ON.

The fuel oil pumps, FOP are


OFF.

Record issues Issue Log Item:

Initial Date

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42. Set fuel selector System is ON and will always


switch to GAS have call for heating (includes Steam Pressure
recovery from loss of power). Common Header
_____psi
System has stable operation.
Boiler 7 ____

Record common header P. Boiler 8 _____

AHU-10 is tested in
AHU-10 has been another test procedure.
commissioned and is operating. Boilers don’t run if
AHU10 OFF

AHU-10 is expected to run Boiler Feedwater Pumps


continuously during normal Only run when level is
operation. Low and Boiler is ON.

They do not run


Only one Boiler is required for continuously when boiler
existing load. is ON.

At least one pump of the


secondary hot water selection
PHWP-4, 5, and 6 is ON.

The fuel oil pumps, FOP are


OFF.

Record issues Issue Log Item:

Initial Date

43. Confirm equipment Confirmed.


is operating as
assumed above. If
not make
adjustments within
the Building
Automation System
(BAS)

Record issues Issue Log Item:

Initial Date

VERIFICATION OF BOILER LEAD/LAG OPERATION

44. If Lead Lag have a Lead LAG selection changes. The boilers have

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schedule then set it There may be a Message sent microprocessor controls,


to switch 1 minute to the Operator workstation, but only a manual switch
from current time OWS to request manual is indicated for lead lag
alternating of Boiler LEAD per selection.
preset run-time.
Determine if lead/lag is
based only on the
manual selection switch
or if there is a weekly
schedule or runtime
hours that could be
used?

Lead Boiler:

B-____

Lag Boiler:

B-____

Record issues Issue Log Item:

Initial Date

45. If Lead is made by Lead LAG selection changes. The boilers have
switch on local microprocessor controls,
panel use it to but only a manual switch
rotate Lead is indicated for lead lag
There may be a Message sent selection.
to the Operator workstation,
OWS to request manual Determine if lead/lag is
alternating of Boiler LEAD per based only on the
preset run-time. manual selection switch
or if there is a weekly
schedule or runtime
hours that could be
used?

Lead Boiler:

B-____

Lag Boiler:

B-____

Record issues Issue Log Item:

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Initial Date

46. Note the runtime BFP 1 will run with Boiler 7 and Lead Boiler # _7/ BFP-1
hours of the lead Pump 2 with boiler 8.
and lag boiler feed Run time: _____
water pumps (BFP)
Lag Boiler # __8/ BFP-2
Observe in software that the
designation of lead and lag, Run Time: ______
accumulated runtime
assignment and association of Load: ________MBH
pumps are accessible, and
modifiable from OWS. This The Lead Lag schedule
was not clear in specs so an will change during the
acceptable observation will be duration of the following
NA. test steps. But the actual
firing order of Lead and
Lag is expected to
Skip any portion of this step not remain the same until
included in the application. Both Boilers are OFF.

Record issues Issue Log Item:

Initial Date

47. Set the lead Boiler BFP 1 will run with Boiler 7 and Lead Boiler # _7/ BFP-1
to have 0.5 hours Pump 2 with boiler 8.
more time than the Run time: _____
lag boiler. (or set
the Lead Lag Observe in software that the Lag Boiler # __8/ BFP-2
scheduler to .5 designation of lead and lag,
hours in the future) accumulated runtime Run Time: ______
assignment and association of
pumps are accessible, and Load: ________MBH
modifiable from OWS. This
was not clear in specs so an The Lead Lag schedule
acceptable observation will be will change during the
NA. duration of the following
test steps. But the actual
firing order of Lead and
Skip any portion of this step not Lag is expected to
included in the application. remain the same until
Both Boilers are OFF.

Record issues Issue Log Item:

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Initial Date

48. Reduce the settling BFP 1 will run with Boiler 7 and Lead Boiler # _7/ BFP-1
time and start and Pump 2 with boiler 8.
stop delay to two Run time: _____
minutes.
Observe in software that the Lag Boiler # __8/ BFP-2
designation of lead and lag,
accumulated runtime Run Time: ______
assignment and association of
pumps are accessible, and Load: ________MBH
modifiable from OWS. This
was not clear in specs so an The Lead Lag schedule
acceptable observation will be will change during the
NA. duration of the following
test steps. But the actual
firing order of Lead and
Skip any portion of this step not Lag is expected to
included in the application. remain the same until
Both Boilers are
OFF.

Record issues Issue Log Item:

Initial Date

49. Prepare testing to RTU’s are on and heating Need to confirm there are
combine both real valves are open so heat has no other demands from
loads and flows to someplace to go. the other WEAVER
provide operational LAKE Boilers 1-6
requirements Outside air dampers are that may call for second
modulated as needed to create boiler to start. This test
loads approximately as should only involve B7, 8
required for the various tests lead lag
steps.
Record temperatures:
Adjust flow to attain loads
required for each step. OAT: ____,

Boiler Feed water T ____


During testing space thermal
conditions may not be Common Supply Steam
maintained and AHU/RTU T__,
control may need to be
modified to allow heating and
cooling.

Record issues Issue Log Item:

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Initial Date

50. All existing system RTU’s are on and heating


boilers B-1 to 6 are valves are open so heat has Need to confirm there are
ON or “available” someplace to go. no other demands from
but staging is at the the other WEAVER
B-7, 8 level Outside air dampers are LAKE Boilers 1-6
modulated as needed to create that may call for second
loads approximately as boiler to start. This test
required for the various tests should only involve B7, 8
steps. lead lag

Adjust flow to attain loads Record temperatures:


required for each step.
OAT: ____,

During testing space thermal Boiler Feed water T ____


conditions may not be
maintained and AHU/RTU Common Supply Steam
control may need to be T__,
modified to allow heating and
cooling.

Record issues Issue Log Item:

Initial Date

51. Operator to RTU’s are on and heating


command to “OFF” valves are open so heat has Need to confirm there are
existing boilers if someplace to go. no other demands from
needed to assure the other WEAVER
the test boilers are Outside air dampers are LAKE Boilers 1-6
the next to operate. modulated as needed to create that may call for second
loads approximately as boiler to start. This test
required for the various tests should only involve B7, 8
steps. lead lag

Adjust flow to attain loads Record temperatures:


required for each step.
OAT: ____,

During testing space thermal Boiler Feed water T ____


conditions may not be
maintained and AHU/RTU Common Supply Steam
control may need to be T__,
modified to allow heating and
cooling.

Record issues Issue Log Item:

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Initial Date

52. Set delay limits and RTU’s are on and heating


settling time to 1 valves are open so heat has Need to confirm there are
minute someplace to go. no other demands from
the other WEAVER
Outside air dampers are LAKE Boilers 1-6
modulated as needed to create that may call for second
loads approximately as boiler to start. This test
required for the various tests should only involve B7, 8
steps. lead lag

Adjust flow to attain loads Record temperatures:


required for each step.
OAT: ____,

During testing space thermal Boiler Feed water T ____


conditions may not be
maintained and AHU/RTU Common Supply Steam
control may need to be T__,
modified to allow heating and
cooling.

Record issues Issue Log Item:

Initial Date

53. Reduce the load The Lead boiler lowers its firing Boiler fire rate is based
slowly rate. on rising and falling
header pressure.
The boiler fails this step if
When the fire rate drops to the fire rate cannot turn
about 17% the boiler steam down to 17%, and remain
pressure starts to rise. stable operation.

Record issues Issue Log Item:

Initial Date

54. Note progressive The Lead boiler lowers its firing Boiler fire rate is based
observations rate. on rising and falling
header pressure.
The boiler fails this step if
When the fire rate drops to the fire rate cannot turn
about 17% the boiler steam down to 17%, and remain
pressure starts to rise. stable operation.

Record issues Issue Log Item:

Initial Date

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55. Continue to lower When boiler pressure reaches If the run time or
load the high safety limit the boiler scheduler has timed out
remains enabled, but stops expect the Lead to
firing. change on restart.

Record issues Issue Log Item:

Initial Date

56. Raise load to Boiler responds to load


original level increase and initiates fire cycle
after minimum off delay.

Blower purge.

Ignition cycle.

Fire rate adjustment to load.

Record issues Issue Log Item:

Initial Date

57. Continue to Fire rate increases to full fire. Pressure in Header when
increase Load the fire rate increases:

Lag boiler starts with purge, _________psi


ignition and low fire rate.

Lag boiler fire rate increases.

Record issues Issue Log Item:

Initial Date

58. Decrease LOAD Lag fire rate decreases. The boiler fails this step if
the fire rate cannot turn
Fire rate decreases to 17%. down to 17%.

Record issues Issue Log Item:

Initial Date

59. Decrease the load Lag boiler shuts down. Indicate the time required

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below upper limit After the Lag boiler proves it is from loss of load to Pump
for unload OFF (after 60 seconds) the shut down.
appropriate Lag feed water ___:___ ___:___
pump stops. ___:___

Boiler off/ Pump Off :/:


Delay
If liquid level remains
high enough the pump
will not cycle ON

Record issues Issue Log Item:

Initial Date

60. Note the time from Lag boiler shuts down. Indicate the time required
when the load from loss of load to Pump
drops until the After the Lag boiler proves it is shut down.
boiler pump stops. OFF (after 60 seconds) the ___:___ ___:___
appropriate Lag feed water ___:___
pump stops.
Boiler off/ Pump Off :/:
Delay
If liquid level remains
high enough the pump
will not cycle ON

Record issues Issue Log Item:

Initial Date

61. Continue Lead boiler fire rate decreases. Pressure in Header when
decreasing the load the fire rate decreases:
to see that the Lead boiler is enabled but OFF
boiler does shut on high steam safety. _________psi
down. Leave the
fire rate at that The boiler fails this step if
level. Lead Boiler changes to Lag if the fire rate cannot turn
automatic scheduler or runtime down to 17% and remain
Lead alternator is active. stable operation.

Lead Boiler modulates to 17%


fire rate.

Record issues Issue Log Item:

Initial Date

62. Create a boiler fault The lead boiler stops. Pressure in Header when
on the lead boiler the lag starts:

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An alarm is reported, to the _________psi


OWS.

The lag boiler starts.

Record issues Issue Log Item:

Initial Date

63. Note reaction. The lead boiler stops. Pressure in Header when
the lag starts:
_________psi
An alarm is reported, to the
OWS.

The lag boiler starts.

Record issues Issue Log Item:

Initial Date

64. Restore alarms or The Lead boiler restarts.


faults created in
lead boiler. Because the load is low the lag
boiler stops.

Record issues Issue Log Item:

Initial Date

65. SKIP these steps if The lead boiler (7) changes The specifications do not
no auto lead status to be the “new lag” indicate any other
function boiler. requirement except
runtime for the transfer,
Boiler (7) shuts down. but if there are others
(e.g. both must be off for
Boiler (8) starts as the “new the run time transfer to
lead”. be enacted) create those
conditions to see the
automatic transfer.
The runtime for the old lead
boiler (7) is set to 00:00. Hours for switching Lead
____

Record issues Issue Log Item:

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Initial Date

66. The lead boiler (7) changes


Wait for the lead status to be the “new lag” The specifications do not
boiler run time to boiler. indicate any other
exceed switch over requirement except
hours Boiler (7) shuts down. runtime for the transfer,
but if there are others
Boiler (8) starts as the “new (e.g. both must be off for
lead”. the run time transfer to
be enacted) create those
conditions to see the
The runtime for the old lead automatic transfer.
boiler (7) is set to 00:00.
Hours for switching Lead
____

Record issues Issue Log Item:

Initial Date

67. Note the automatic The lead boiler (7) changes


transfer of LEAD to status to be the “new lag” The specifications do not
become the LAG. boiler. indicate any other
This must be requirement except
verified to be Boiler (7) shuts down. runtime for the transfer,
automatic and not but if there are others
a direct command. Boiler (8) starts as the “new (e.g. both must be off for
lead”. the run time transfer to
be enacted) create those
conditions to see the
The runtime for the old lead automatic transfer.
boiler (7) is set to 00:00.
Hours for switching Lead
____

Record issues Issue Log Item:

Initial Date

68. Wait for stable Alarm Lag boiler ON reports to


operation of new OWS.
lead

Record issues Issue Log Item:

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Initial Date

69. Manually turn on Alarm Lag boiler ON reports to


the new lag boiler OWS.

Record issues Issue Log Item:

Initial Date

70. Restore “auto” Lag boiler goes OFF.


operation to lag
boiler Alarm clears.

Record issues Issue Log Item:

Initial Date

71. Note the conditions The system transition is Record runtimes


after 5 minutes complete and has become
stable. Boiler # _8 ______

Boiler # __7______

Load: ________MBH

Record issues Issue Log Item:

Initial Date

72. Adjust the load for The system transition is Record runtimes
one boiler required complete and has become
stable. Boiler # _8 ______

Boiler # __7______

Load: ________MBH

Record issues Issue Log Item:

Initial Date

VERIFICATION OF BOILER PRESSURE CONTROL

73. Adjust the low fire Only the Lead boiler remains Steam pressure set point
shutoff delay set on. ______psi
point to 1 minute.

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(Wait 5 minutes for Lag boiler is OFF.


steam pressure to
stabilize)

Record issues Issue Log Item:

Initial Date

74. Adjust the steam The Lead boiler modulates Steam pressure set point
pressure set point toward full fire. ________psi
to 5psi higher than
the current steam The Lag boiler may Start if lead
pressure can not provide for load.
(Wait 5 minutes for
steam pressure to
stabilize)

Record issues Issue Log Item:

Initial Date

75. Adjust the steam The Lag boiler is enabled. Steam pressure set point
pressure set point _______psi
to 5psi higher than After 5 minutes, Lag boiler goes
the current steam to low fire.
pressure set point
(Wait 5 minutes for
steam pressure to
stabilize)

Record issues Issue Log Item:

Initial Date

76. Adjust the steam LAG boiler goes to low fire. Steam pressure set point
pressure set point _______psi
to 5psi* lower than
the current set *May need to adjust set
point After 3 minutes at low fire, LAG point lower in 2 psi
(Wait 5 minutes for boiler is de-energized. increments until low fire
steam pressure to is achieved.
stabilize)
Lead boiler Reduces from full
fire.

Record issues Issue Log Item:

Initial Date

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77. Set the The lead boiler is OFF due to Controller high pressure
Pressuretrol® high pressure limit. limit set point _____psi
controller high
pressure limit to be The Lag boiler is enabled.
5psi lower than the
current pressure

Record issues Issue Log Item:

Initial Date

78. Reset the steam The boilers resume “normal” Steam pressure set point
pressure set point operational conditions. ________psi
to the original value
(10-15 psi) Low fire time delay set
Wait 5 minutes for steam point _____min
pressure to stabilize.
Controller high pressure
limit set point _____psi

Record issues Issue Log Item:

Initial Date

79. Reset the low fire The boilers resume “normal” Steam pressure set point
delay to the original operational conditions. ________psi
setting
Low fire time delay set
Wait 5 minutes for steam point _____min
pressure to stabilize.
Controller high pressure
limit set point _____psi

Record issues Issue Log Item:

Initial Date

80. Reset the pressure The boilers resume “normal” Steam pressure set point
controller limit to operational conditions. ________psi
the original value
Low fire time delay set
Wait 5 minutes for steam point _____min
pressure to stabilize.
Controller high pressure
limit set point _____psi

Record issues Issue Log Item:

Initial Date

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VERIFICATION OF BOILER FAILURE SEQUENCE

81. Turn the Lead The Lead boiler is OFF.


boiler off locally to
simulate failure The Lag boiler is enabled.

After 5 minutes, the Lag boiler


begins fire and adjusts to load.

An alarm registers at the BAS


for lead boiler failure.

Record issues Issue Log Item:

Initial Date

82. Turn the Lag boiler The Lead boiler is OFF. Even when there is a call
off locally to for heating the secondary
simulate dual boiler The Lag boiler is OFF. pumps stop if no boilers
failure are ON.
An alarm registers at the BAS
for Lag boiler failure.

The secondary pumps PHWP


4, 5, 6 stop with second boiler
failure.

Low header pressure alarm


reports to BAS.

Record issues Issue Log Item:

Initial Date

83. Wait for header The Lead boiler is OFF. Even when there is a call
pressure to drop for heating the secondary
The Lag boiler is OFF. pumps stop if no boilers
are ON.
An alarm registers at the BAS
for Lag boiler failure.

The secondary pumps PHWP


4, 5, 6 stop with second boiler
failure.

Low header pressure alarm


reports to BAS.

Record issues Issue Log Item:

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Initial Date

84. Restore the Lead The Lead boiler is enabled. Verify that when the Lead
boiler fault boiler is brought back on,
it resumes Lead role.
After purge and ignition Lead Is there a time delay
boiler adjusts fire to meet load. before the steam control
valve closes on a de-
The Lag boiler is OFF. energized boiler?

Lead Boiler failure alarm clears


at BAS.

Record issues Issue Log Item:

Initial Date

85. Turn the Lag boiler The Lead boiler remains Lag Boiler may start if
back to ON state energized. actual line pressure is still
low and lead boiler is at
full fire.
The Lag boiler remains OFF
(provided steam pressure set
point is met).

Lag Boiler failure alarm clears


at BAS.

System resumes normal


operation.

Record issues Issue Log Item:

Initial Date

VERIFICATION OF BOILER FEED WATER PUMPS, SAFETY CIRCUIT AND ALARMS

86. Boiler Feedwater Boiler fed water pump BFP-1


Pump starts for B-7.
Observe during
normal operation Make up water solenoid valve
low water level on opens as feed water tank water
Lead Boiler 7 level falls.

Steam valve for HX-7 opens to


maintain feed water
temperature.

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Record issues Issue Log Item:

Initial Date

87. Change Lead boiler Boiler fed water pump BFP-2


to boiler 8 starts for B-8.

Make up water solenoid valve


opens as feed water tank water
level falls.

Steam valve for HX-8 opens to


maintain feed water
temperature.

Record issues Issue Log Item:

Initial Date

88. Observe during Boiler fed water pump BFP-2


normal operation starts for B-8.
low water level on
Lead Boiler 8
Make up water solenoid valve
opens as feed water tank water
level falls.

Steam valve for HX-8 opens to


maintain feed water
temperature.

Record issues Issue Log Item:

Initial Date

89. Manually stop BFP Boiler fed water pump BFP-3 Confirm that valve setup
2 starts for B-8 low water call for would allow BFP-3 to
make up. also serve Boiler 7.

Boiler B-8 is served with water


and fills for normal operation.

Record issues Issue Log Item:

Initial Date

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90. Manually enable Boiler fed water pump BFP-3 Confirm that valve setup
BFP3 to run with starts for B-8 low water call for would allow BFP-3 to
boiler make up. also serve Boiler 7.

Boiler B-8 is served with water


and fills for normal operation.

Record issues Issue Log Item:

Initial Date

91. Manually adjust Boiler fed water pump BFP-3 Confirm that valve setup
valves so BFP 3 starts for B-8 low water call for would allow BFP-3 to
delivers water to make up. also serve Boiler 7.
Boiler-8

Boiler B-8 is served with water


and fills for normal operation.

Record issues Issue Log Item:

Initial Date

92. Observe action on Boiler fed water pump BFP-3 Confirm that valve setup
low water on Boiler starts for B-8 low water call for would allow BFP-3 to
8 make up. also serve Boiler 7.

Boiler B-8 is served with water


and fills for normal operation.

Record issues Issue Log Item:

Initial Date

93. Return BFP-3 to BFP-2 provides makeup water


standby and valve for boiler 8.
BFP-2 as service
for B-8

Record issues Issue Log Item:

Initial Date

94. Return BFP-2 to BFP-2 provides makeup water


serve B-8. for boiler 8.

Record issues Issue Log Item:

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Initial Date

95. Boiler Safety Water The controller starts low water


Level level sequence.
With Boiler 7 as
lead boiler and with The feed water pump STARTS.
a load for one
boiler complete the As water level drops further the
following section LOW alarm trips.
for Boiler B-7.
The burner circuit is open and
the burners shut OFF.

A local alarm is sounded.

A general alarm is registered at


the BAS.

Record issues Issue Log Item:

Initial Date

96. Boiler Safety Water The controller starts low water


Level level sequence.
Blow down the
boiler column to a The feed water pump STARTS.
point that trips the
low-level switch. As water level drops further the
LOW alarm trips.

The burner circuit is open and


the burners shut OFF.

A local alarm is sounded.

A general alarm is registered at


the BAS.

Record issues Issue Log Item:

Initial Date

97. Boiler Safety Water The controller starts low water


Level level sequence.
Limit boiler feed
water to assure it The feed water pump STARTS.

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does not fill faster As water level drops further the


than blow down LOW alarm trips.

The burner circuit is open and


the burners shut OFF.

A local alarm is sounded.

A general alarm is registered at


the BAS.

Record issues Issue Log Item:

Initial Date

98. Water fills the The boiler resumes “normal”


boiler back to operating sequence.
acceptable level
The local alarm is cleared.

The general alarm clears at the


BAS.

Record issues Issue Log Item:

Initial Date

99. Fuel oil FOP-1 starts when the selector There may be a report
Set fuel mode is set to oil. sent to BAS that the
switch to “oil” system in OIL mode, and
FO is delivered to the boiler by that FOP1 is ON.
FOP1.

Local control shows FOP-1 ON.

Boiler fires.

Record issues Issue Log Item:

Initial Date

00. Fuel oil FOP-1 starts when the selector There may be a report
Set FOP-1 to Lead is set to oil. sent to BAS that the
system in OIL mode, and
FO is delivered to the boiler by that FOP1 is ON.
FOP1.

Local control shows FOP-1 ON.

Page 45 of 274
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ACTION REQUIRED REACTION COMMENTS
() () () ()

Boiler fires.

Record issues Issue Log Item:

Initial Date

01. Fuel oil FOP-1 starts when the selector There may be a report
Allow ether boiler is set to oil. sent to BAS that the
to start system in OIL mode, and
FO is delivered to the boiler by that FOP1 is ON.
FOP1.

Local control shows FOP-1 ON.

Boiler fires.

Record issues Issue Log Item:

Initial Date

02. Simulate a fault in FOP-1 stops. If possible trip a pump


FOP-1 overload, to trigger alarm
An alarm reports locally. and shutdown.

The thermal overload is a


An alarm FOP 1 Failure reports
unique alarm and reports
to BAS.
locally and to BAS
There may be a 30
FOP-2 starts.
second delay before the
Lag pump starts.
The boiler continues to run.

Record issues Issue Log Item:

Initial Date

03. Simulate a fault in FOP-2 stops. Boiler may need a


FOP-2 manual reset if SO record
procedure here:
An alarm reports locally.
The loss of flow alarm is
An alarm FOP 2 Failure reports a unique alarm that
to BAS. reports locally and at
BAS.
Boiler shuts down.

Low FO Flow Alarm reports to


BAS after 30 seconds.

Page 46 of 274
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ACTION REQUIRED REACTION COMMENTS
() () () ()

Record issues Issue Log Item:

Initial Date

04. Shut off circuit to Controller recovers from loss of The controller may report
controller for 10 power and automatically a return from loss of
seconds to restarts. power alarm.
simulate a loss of
power, then turn
back ON FOP-1 starts.

The Local and BAS alarms for


FOP-1 clear.

Boiler starts.

FO Flow Alarm Clears at BAS.

Record issues Issue Log Item:

Initial Date

05. Correct Simulated Controller recovers from loss of The controller may report
fault in FOP-1 power and automatically a return from loss of
restarts. power alarm.

FOP-1 starts.

The Local and BAS alarms for


FOP-1 clear.

Boiler starts.

FO Flow Alarm Clears at BAS.

Record issues Issue Log Item:

Initial Date

06. Manually Controller recovers from loss of The controller may report
acknowledge alarm power and automatically a return from loss of
by depressing restarts. power alarm.
“reset” button

FOP-1 starts.

The Local and BAS alarms for


FOP-1 clear.

Page 47 of 274
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[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

Boiler starts.

FO Flow Alarm Clears at BAS.

Record issues Issue Log Item:

Initial Date

07. Correct Simulated FOP-2 remains OFF as LAG.


fault in FOP-2
The Local and BAS alarms for
FOP-2 clear.

Boiler remains ON.

After Lead selection is changed


FOP 2 Starts.

FOP-1 Stops.

Record issues Issue Log Item:

Initial Date

08. Manually FOP-2 remains OFF as LAG.


acknowledge alarm
by depressing The Local and BAS alarms for
“reset” button FOP-2 clear.

Boiler remains ON.

After Lead selection is changed


FOP 2 Starts.

FOP-1 Stops.

Record issues Issue Log Item:

Initial Date

09. Use a small Alarm sounds locally. This is a unique pump set
amount of fuel to leak alarm that reports
bridge the contacts BAS reports Alarm. locally and at BAS.
on the leak
detector (or lift float
In addition a pipe leak stops the
if that is the sensor
system and Both Pumps are
type) in the outer
OFF.
fuel tank.

Page 48 of 274
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[Project Location Templete]

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ACTION REQUIRED REACTION COMMENTS
() () () ()

Record issues Issue Log Item:

Initial Date

10. Use water or fuel to Alarm sounds locally. This is a unique pump set
close contact on leak alarm that reports
pipe leak detector. BAS reports Alarm. locally and at BAS.

In addition a pipe leak stops the


system and Both Pumps are
OFF.

Record issues Issue Log Item:

Initial Date

11. Change fuel Mode FOP-2 Stops.


switch to “GAS”
The BAS and Local control
show System in GAS fuel
mode.

Boiler remains ON.

Record issues Issue Log Item:

Initial Date

12. The controller senses no flame.


Boiler Safety
Flame Detection The gas valve closes as a
Disconnect the safety.
lead to the flame
sensor from the The local control alarms.
control board
A general alarm registers at the
BAS.

Record issues Issue Log Item:

Initial Date

13. Reconnect the lead The boiler begins startup On restart the boiler lead
to the flame sensor sequence. lag may reverse. Report
actual reaction.
The boiler is ON.

The local alarm clears.

Page 49 of 274
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[Project Location Templete]

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ACTION REQUIRED REACTION COMMENTS
() () () ()

The general alarm at the BAS


clears.

Record issues Issue Log Item:

Initial Date

14. Reset the boiler if The boiler begins startup On restart the boiler lead
not recycling be sequence. lag may reverse. Report
itself actual reaction.
The boiler is ON.

The local alarm clears.

The general alarm at the BAS


clears.

Record issues Issue Log Item:

Initial Date

15. Boiler Safety Water The controller starts low water


Level level sequence.
Change boiler 8 to
Lead The feed water pump STARTS.

As water level drops further the


LOW alarm trips.

The burner circuit is open and


the burners shut OFF.

A local alarm is sounded.

A general alarm is registered at


the BAS.

Record issues Issue Log Item:

Initial Date

16. Boiler Safety Water The controller starts low water


Level level sequence.
With Boiler 8 as
lead boiler and with The feed water pump STARTS.
a load for one

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ACTION REQUIRED REACTION COMMENTS
() () () ()

boiler complete the As water level drops further the


following section LOW alarm trips.
for Boiler B-8.
The burner circuit is open and
the burners shut OFF.

A local alarm is sounded.

A general alarm is registered at


the BAS

Record issues Issue Log Item:

Initial Date

17. Boiler Safety Water The controller starts low water


Level level sequence.
Blow down the
boiler column to a The feed water pump STARTS.
point that trips the
low-level switch.
As water level drops further the
LOW alarm trips.

The burner circuit is open and


the burners shut OFF.

A local alarm is sounded.

A general alarm is registered at


the BAS.

Record issues Issue Log Item:

Initial Date

18. Boiler Safety Water The controller starts low water


Level level sequence.
Limit boiler feed
water to assure it The feed water pump STARTS.
does not fill faster
than blow down
As water level drops further the
LOW alarm trips.

The burner circuit is open and


the burners shut OFF.

Page 51 of 274
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ACTION REQUIRED REACTION COMMENTS
() () () ()

A local alarm is sounded.

A general alarm is registered at


the BAS.

Record issues Issue Log Item:

Initial Date

19. (Self Acting) Water The boiler resume “normal”


fills the boiler back operating sequence.
to acceptable level
The local alarm is cleared.

The general alarm clears at the


BAS.

Record issues Issue Log Item:

Initial Date

20. Boiler Safety Flame The controller senses no flame.


Detection
Disconnect the The gas valve closes as a
lead to the flame safety.
sensor from the
control board The local control alarms.

A general alarm registers at the


BAS.

Record issues Issue Log Item:

Initial Date

21. Reconnect the lead The boiler begins startup On restart the boiler lead
to the flame sensor sequence. lag may reverse. Report
actual reaction.
The boiler is ON.

The local alarm clears.

The general alarm at the BAS


clears.

Record issues Issue Log Item:

Initial Date

Page 52 of 274
FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

22. Reset the boiler if The boiler begins startup On restart the boiler lead
not recycling be sequence. lag may reverse. Report
itself actual reaction.
The boiler is ON.

The local alarm clears.

The general alarm at the BAS


clears

Record issues Issue Log Item:

Initial Date

23. Set-up Common safety circuits apply Confirm in software that


Complete the to both boilers regardless of the common shut down
following section LEAD. safeties, alarm reporting
that applies to both and restart apply to both
boilers. Neither boiler runs when a boilers.
common safety is energized.

Record issues Issue Log Item:

Initial Date

24. Boiler Safety – The controller looses all power.


Boiler Emergency It was not clear on loss of
Shut OFF The gas valve closes as a power to boiler control if
Activate the safety. any staged or planned
Emergency Shut shutdown would apply.
OFF Switch The Boiler begins shut down Without a controller there
cycle. is not timer to delay any
shut down action.
The local control alarms. Without power the alarm
identification may be loss
of communications, and
A loss of power alarm registers
after time a low boiler
at the BAS.
system pressure. Record
observed or expected
results per Software.

Record issues Issue Log Item:

Initial Date

25. Restore the The boiler begins startup


Emergency Shut sequence.
OFF switch
The boiler is ON.

Page 53 of 274
FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

The local alarm clears.

The general alarm at the BAS


clears.

Record issues Issue Log Item:

Initial Date

26. Reset the boiler if The boiler begins startup


not recycling be sequence.
itself
The boiler is ON.

The local alarm clears.

The general alarm at the BAS


clears.

Record issues Issue Log Item:

Initial Date

27. The controller senses Damper


Boiler Safety – Failed to OPEN.
Combustion Air
Failure AHU-10 Stops.
Manipulate the
AHU-10 damper Loss of AHU Flow Reports.
end switch to
indicate damper is
The gas valve closes as a
not fully opened
safety.

The Boiler begins shut down


cycle.

The Boiler system control


alarms.

A general alarm reports at BAS.

Record issues Issue Log Item:

Initial Date

28. Restore the end The boiler begins startup


switch sequence.

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ACTION REQUIRED REACTION COMMENTS
() () () ()

The boiler is ON.

The local alarm clears.

The general alarm at the BAS


clears.

Record issues Issue Log Item:

Initial Date

29. Reset the boiler if The boiler begins startup


not recycling be sequence.
itself
The boiler is ON.

The local alarm clears.

The general alarm at the BAS


clears.

Record issues Issue Log Item:

Initial Date

30. Manipulate the The controller senses loss of


AHU-10 differential AHU-10 FLOW.
pressure proof-of-
flow switch to The gas valve closes as a
indicate fan is OFF safety.

The Boiler begins shut down


cycle.

The local control alarms.

A general alarm registers at the


BAS.

Record issues Issue Log Item:

Initial Date

31. Restore the flow The boiler begins startup


switch sequence.

Page 55 of 274
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[Project Location Templete]

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ACTION REQUIRED REACTION COMMENTS
() () () ()

The boiler is ON.

The local alarm clears.

The general alarm at the BAS


clears.

The boiler system operates


normally.

Record issues Issue Log Item:

Initial Date

32. Reset the boiler if The boiler begins startup


not recycling be sequence.
itself

The boiler is ON.

The local alarm clears.

The general alarm at the BAS


clears.

The boiler system operates


normally.

Record issues Issue Log Item:

Initial Date

CONDENSATE PUMP OPERATION

33. Briefly bump each Momentary start proves HOA Use “Hand Off Auto” to
pump ON with ON works but does not drain turn pumps OFF in the
HOA too much condensate. following steps

Lead condensate pump starts. ____

Record level pump starts. Height of condensate


above finished floor when
Lead pump starts.

Record issues Issue Log Item:

Initial Date

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FUNCTIONAL PERFORMANCE TESTING TEMPLATE
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[Project Location Templete]

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ACTION REQUIRED REACTION COMMENTS
() () () ()

34. At condensate Momentary start proves HOA Use “Hand Off Auto” to
receiver tank, allow ON works but does not drain turn pumps OFF in the
level to rise until too much condensate. following steps
pump starts.
Lead condensate pump starts. ____

Record level pump starts. Height of condensate


above finished floor when
Lead pump starts.

Record issues Issue Log Item:

Initial Date

35. Pump only 5 Momentary start proves HOA Use “Hand Off Auto” to
seconds then ON works but does not drain turn pumps OFF in the
execute next step. too much condensate. following steps

Lead condensate pump starts. ____

Record level pump starts. Height of condensate


above finished floor when
Lead pump starts.

Record issues Issue Log Item:

Initial Date

36. Disconnect power Lead condensate pump stops. Note if any


to or turn off the alarms:___________
Lead condensate
pump.

Record issues Issue Log Item:

Initial Date

37. Allow condensate Back-up condensate pump ____” Height of


level to rise until starts. condensate above
lag condensate finished floor when Lead
pump starts pump starts.
Record level pump starts.

Record issues Issue Log Item:

Initial Date

38. Pump only 5 Back-up condensate pump ____” Height of


seconds then starts. condensate above
execute next step. finished floor when Lead

Page 57 of 274
FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

Record level pump starts. pump starts.

Record issues Issue Log Item:

Initial Date

39. Disconnect power Lag condensate pump stops. Alarm Message should
to or turn off the be clear what has failed.
Lag condensate Alarm Reports to BAS.
pump. The piping and drain
should be arranged to
There is a drain for condensate
limit hot condensate from
to overflow tank.
causing injury.

Watch boiler feed water tank for


low level if it goes low and calls
for water note this at end of test
section G.

Record issues Issue Log Item:

Initial Date

40. Wait if needed for Lag condensate pump stops. Alarm Message should
Highest level to be clear what has failed.
report Condensate Alarm Reports to BAS.
pump failure alarm The piping and drain
should be arranged to
There is a drain for condensate
limit hot condensate from
to overflow tank.
causing injury.
Watch boiler feed water tank for
low level if it goes low and calls
for water note this at end of test
section G.

Record issues Issue Log Item:

Initial Date

41. Restore power to Lead pump starts.


or turn on the Lead
then Lag As level drops Alarm clears.
condensate pump
Condensate flows freely and
without leakage to boiler
system receiver tank.

When tank gets to low level the


lead pump stops and switches
to old lag pump.

Page 58 of 274
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[Project Location Templete]

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ACTION REQUIRED REACTION COMMENTS
() () () ()

Record issues Issue Log Item:

Initial Date

42. Allow pump to run Lead pump starts.


to its automatic
shut off point. As level drops Alarm clears.

Condensate flows freely and


without leakage to boiler
system receiver tank.

When tank gets to low level the


lead pump stops and switches
to old lag pump.

Record issues Issue Log Item:

Initial Date

43. Allow condensate Lead pump has alternated to


to fill to start level the old Lag pump.

New Lead pump starts.

Condensate flows freely and


without leakage to boiler
system receiver tank.

When tank gets to low level the


lead pump stops and switches
to old lag pump.

Record issues Issue Log Item:

Initial Date

BOILER FEED WATER & CHEMICAL TREATMENT

44. Let Boiler 7 liquid Feed water pump 1 starts. Feed water pumps 1, 2, 3
level drop below may have different
demand level Feed water pump 2 and assignments but one will
standby pump 3 remain OFF. be to one boiler and one
as standby.
Water flows fast enough to
replace boiler water before low
limit safety shuts off boiler.

Page 59 of 274
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ACTION REQUIRED REACTION COMMENTS
() () () ()

When water level goes high


pump stops.

Record issues Issue Log Item:

Initial Date

45. Let Boiler 8 liquid Feed water pump 2 starts.


level drop below
demand level Feed water pump 1 and
standby pump 3 remain OFF.

Water flows fast enough to


replace boiler water before low
limit safety shuts off boiler.

When water level goes high


pump stops.

Record issues Issue Log Item:

Initial Date

46. Transfer Feed water pump 3 starts.


Assignment for
Boiler 7 to the Feed water pump 1 and 2
standby pump. remain OFF.

Water flows fast enough to


replace boiler water before low
limit safety shuts off boiler.

When water level rises pump


stops.

Record issues Issue Log Item:

Initial Date

47. Allow Boiler 7 level Feed water pump 3 starts.


to rise above
switch level Feed water pump 1 and 2
remain OFF.

Water flows fast enough to


replace boiler water before low
limit safety shuts off boiler.

When water level rises pump


stops.

Page 60 of 274
FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

Record issues Issue Log Item:

Initial Date

48. Adjust the The blow down valve is opened Submittals were not clear
conductivity set pt and the system is discharging on what initiates blow
on controller to to maintain the required down.
1000 μS/cm less conductivity level or timed
than the current release. Record Conductivity
system conductivity setting ____
level or set
scheduled blow Record Schedule
down for 2 minutes. _______

Record issues Issue Log Item:

Initial Date

49. Reset the The converter blow down valve


conductivity set is closed to maintain the new
point or timer to the conductivity requirements.
original value.

Record issues Issue Log Item:

Initial Date

50. Allow or drain Feed The cold water valve opens to


water tank to below add water through HX-7 into
make up level the feed water tank.

Observe reaction in test section


H HX-7.

Record issues Issue Log Item:

Initial Date

51. Allow Feed water The cold water valve Closes.


tank to rise

Record issues Issue Log Item:

Initial Date

Page 61 of 274
FUNCTIONAL PERFORMANCE TESTING TEMPLATE
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ACTION REQUIRED REACTION COMMENTS
() () () ()

HEAT EXCHANGER HX-7 MAKE UP WATER HEATER

52. With make up Even with low temperature in If a call for make up is not
water OFF the make up water line there is no observed during normal
heating control heating with make up water operation create a call by
valve is closed OFF. draining the feed water
tank.

Record level when


make up opens______

Record issues Issue Log Item:

Initial Date

53. Supply water Even with low temperature in If a call for make up is not
temperature drops make up water line there is no observed during normal
without circulation heating with make up water operation create a call by
OFF. draining the feed water
tank.

Record level when


make up opens______

Record issues Issue Log Item:

Initial Date

54. Call for make up Steam control valve modulates With only a short time for
water so HX7 to maintain supply water make up water flow the
control is ON temperature. supply water may go
from several degrees
As temperature increases below set point to several
above set point valve above and not stabilize
modulates closed. before make up tank is
filled.

Record issues Issue Log Item:

Initial Date

55. Supply water temp Steam control valve modulates With only a short time for
drops with flow to maintain supply water make up water flow the
temperature. supply water may go
from several degrees
As temperature increases below set point to several
above set point valve above and not stabilize
modulates closed. before make up tank is
filled.

Record issues Issue Log Item:

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ACTION REQUIRED REACTION COMMENTS
() () () ()

Initial Date

56. Lower High Local high temp limit alarm Record high limit setpoint
temperature alarm sounds. _____
set point below
existing supply Cold water solenoid valve
Temp opens.

Over heated water is dumped


from shell.

BAS Alarm reports.

Steam Valve closes.

Record issues Issue Log Item:

Initial Date

57. Clear High Alarm clears.


temperature alarm
HX-7 returns to normal
operation.

Record issues Issue Log Item:

Initial Date

58. Reset alarm Alarm clears.


setpoint
HX-7 returns to normal
operation.

Record issues Issue Log Item:

Initial Date

59. Simulate power Steam valve closes in 10


loss seconds.

Controller is OFF.

Record issues Issue Log Item:

Initial Date

60. Restore power Controller returns to normal


operation.

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[Project Location Templete]

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ACTION REQUIRED REACTION COMMENTS
() () () ()

Record issues Issue Log Item:

Initial Date

61. Feed water tank When cold water valve closes Record level when
ends call for make heating valve closes. make up closes______
up water

Record issues Issue Log Item:

Initial Date

62. Restore to normal System is running normally.


any special action
required to initiate
operation

Record issues Issue Log Item:

Initial Date

RETURN TO INITIAL CONDITIONS

63. Record test stop Recorded. Time:


time (am/pm)__________

Record issues Issue Log Item:

Initial Date

Page 64 of 274
FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Final Sign-Off

Commissioning Agent Printed Name Initials Date

CONTRACTOR PRINTED NAME INITIALS DATE

General Contractor (GC)

Mechanical Contractor (MC)

Electrical Contractor (EC)

TAB Contractor (TAB)

Controls Contractor (CC)

Owner’s O&M Personnel

Page 65 of 274
FUNCTIONAL PERFORMANCE TESTING TEMPLATE
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[Project Location Templete]

Centrifugal Water Chiller


Functional Performance Test
Equipment ID [Equipment ID]
Building [Building]
Location [Room]

System Description
Description:

Operational Assumptions:

Associated air handling equipment and ducts has been tested and is operating correctly.

The test begins while the room is in the occupied mode.

Initial Test Start Date End Date Initials


Results (Check one) Explanation:
Pass
Fail
Partial Test w/Corrective Actions
Complete Test w/Corrective Actions
Other

Re-Test 1 Start Date End Date Initials


Results (Check one) Explanation:
Pass
Fail
Partial Test w/Corrective Actions
Complete Test w/Corrective Actions
Other

Re-Test 2 Start Date End Date Initials


Results (Check one) Explanation:
Pass
Fail
Partial Test w/Corrective Actions
Complete Test w/Corrective Actions
Other

Page 66 of 274
FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Deferred/Seasonal Test Start Date End Date Initials


Results (Check one) Explanation:
Pass
Fail
Partial Test w/Corrective Actions
Complete Test w/Corrective Actions
Other

Test Participants
Organization Required Optional
General Contractor
Mechanical Contractor
Electrical Contractor
TAB Contractor
Controls Contractor
Owner’s O&M Personnel

Supplies Required for Testing (To be provided by the contractor)


Tools / Supplies
Laptop with TC Program Infrared Thermometer Gun
PID Loop Tuning Software Humidity Tester
Aerosol for Smoke and Freeze stat Test Basic Tool Pouch
Radio Communications Flashlight

System Readiness Summary Checklist


Description Yes No Date
System Ready for Test
Required Personnel Available
Required Tools/Test Equipment/Supplies Available
Required Safety Equipment Available

Page 67 of 274
FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Set-Points, Limits, and Schedules


AHU can be assigned a schedule. Schedule can be programmed daily.
If system runs 24 hours a day, check here. If not, fill in the occupied mode schedule below.

AM PM
Day 12 1 2 3 4 5 6 7 8 9 10 11 12 1 2 3 4 5 6 7 8 9 10 11
Sun
Mon
Tues
Wed
Thurs
Fri
Sat
Holi

Setpoint Adjustable Range


Parameter
Design Actual Design Actual
Outside Air Temperature (°F)
Preheat valve full open outside air temperature (°F)
Discharge Air Temperature (°F)
Night Setback Temperature (°F)
Night Setback Differential
Mixed Air Temperature (°F)
Minimum Start-up Fan Speed (%)
Time at Minimum Fan Speed for Start-up (min)
Average Zone Humidity (%RH)
Maximum supply air humidity (%RH)
Discharge Air Static Pressure (in H2O)
High Static Alarm (in H2O)
Low Static Alarm (in H2O)
System Shutdown High Static Limit (in H2O)
Damper Position

Initial Ambient Conditions


Ambient Conditions
Outside Air Temp Outside Air RH %
Observations

Trend Data Required To Support Testing


Check if trend point chart(s) and Frequency Graph(s) are provided per trend requirements shown below.
Trend Log Setup #1 – Temperature
Pre- Post Point Frequency Duration Provided
Testing Testing
System Flow Rate Yes No
Flow Rate Set Point Yes No
Water Quality Yes No
Damper Position Yes No
System Pressure Yes No

Page 68 of 274
FUNCTIONAL PERFORMANCE TESTING TEMPLATE
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[Project Location Templete]

Trend Log Setup #1 – Temperature


Pre- Post Point Frequency Duration Provided
Testing Testing
Pressure Set Point Yes No
Record Issues Issue Log Item Number:

Functional Performance Test -- (Verify all components are ready before energizing or operating the system.)
The Commissioning Authority will make and document any changes/addition/deletions to this test procedure
required by current system conditions (i.e. weather, system load, utility availability, etc.).
R = Retest (Check () retest required) Y= Checked and Passed
C = Corrected (Check () when correction verified) N = Not Passed

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

PRE-TEST VISUAL MECHANICAL INSPECTION

64. Record the starting Recorded. Lead Chiller CH-______


conditions
Lead Chiller Status_____

Lag Chiller CH- ______

Lag Chiller Status______

Primary Pump
Status_______

Lead Secondary Pump P-


_____

Lead Secondary Pump


Status______

Stand-by Secondary
Pump P-______

Stand-by Secondary
Pump Status ______

Time:
(am / pm)

Record issues Issue Log Item:

Initial Date

Page 69 of 274
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ACTION REQUIRED REACTION COMMENTS
() () () ()

65. Confirm equipment Confirmed Time:


is operating as (am / pm)
assumed above. If
not make
adjustments within
the Building
Automation System
(BAS)

Record issues Issue Log Item:

Initial Date

VERIFICATION OF MANUAL CHILLER CONTROL

66. Via the CSM’s Chiller 1 is disabled.


Control Mode, set The specifications do not
the chilled water Chiller 2 is disabled. describe the relationship
system to Manual between pump status and
control. chiller status. Please
Primary pump P-3 remains ON
record any differences
for (insert time delay).
from the Expected Results
noted during test.
Primary pump P-4 remains ON Starting Max Chiller Stop-
for (insert time delay). to-Start Cycle Timer
setpoint______min
The Lead secondary chilled
water pump STOPS. New Max Chiller Stop-to-
Start Cycle Timer set-
The Stand-by secondary chilled point _______ min
water pump remains OFF.
Starting Wait for
Evaporator Flow Timer
set-point ______ min

New Wait for Evaporator


Flow Timer set-point
_____ min

Primary Pump P-3 ON


delay _____ min

Primary Pump P-4 ON


delay _____ min

Lead Secondary pump


status______

Stand-by Secondary
pump status ______

Page 70 of 274
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ACTION REQUIRED REACTION COMMENTS
() () () ()

Record issues Issue Log Item:

Initial Date

67. Command both Chiller 1 is disabled.


chillers CH-1 and The specifications do not
CH-2 to OFF. Chiller 2 is disabled. describe the relationship
between pump status and
chiller status. Please
Primary pump P-3 remains ON
record any differences
for (insert time delay).
from the Expected Results
noted during test.
Primary pump P-4 remains ON
for (insert time delay). Starting Max Chiller Stop-
to-Start Cycle Timer
The Lead secondary chilled setpoint______min
water pump STOPS.
New Max Chiller Stop-to-
The Stand-by secondary chilled Start Cycle Timer set-
water pump remains OFF. point _______ min

Starting Wait for


Evaporator Flow Timer
set-point ______ min

New Wait for Evaporator


Flow Timer set-point
_____ min

Primary Pump P-3 ON


delay _____ min

Primary Pump P-4 ON


delay _____ min

Lead Secondary pump


status______

Stand-by Secondary
pump status
______

Record issues Issue Log Item:

Initial Date

68. Chiller 1 is disabled.


Adjust the Max The specifications do not
Chiller Stop-to-Start Chiller 2 is disabled. describe the relationship

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ACTION REQUIRED REACTION COMMENTS
() () () ()

Cycle Timer to 3 Primary pump P-3 remains ON between pump status and
minutes. for (insert time delay). chiller status. Please
record any differences
Primary pump P-4 remains ON from the Expected Results
for (insert time delay). noted during test.

The Lead secondary chilled Starting Max Chiller Stop-


water pump STOPS. to-Start Cycle Timer
setpoint______min
The Stand-by secondary chilled
water pump remains OFF. New Max Chiller Stop-to-
Start Cycle Timer set-
point _______ min

Starting Wait for


Evaporator Flow Timer
set-point ______ min

New Wait for Evaporator


Flow Timer set-point
_____ min

Primary Pump P-3 ON


delay _____ min

Primary Pump P-4 ON


delay _____ min

Lead Secondary pump


status______

Stand-by Secondary
pump status ______

Record issues Issue Log Item:

Initial Date

69. Reset the Wait for Chiller 1 is disabled.


Evaporator Flow The specifications do not
Timer set-point to Chiller 2 is disabled. describe the relationship
be 2 minutes. between pump status and
chiller status. Please
Primary pump P-3 remains ON
record any differences
for (insert time delay).
from the Expected Results
noted during test.
Primary pump P-4 remains ON
for (insert time delay).
Starting Max Chiller Stop-
to-Start Cycle Timer
The Lead secondary chilled
setpoint______min
water pump STOPS.

Page 72 of 274
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ACTION REQUIRED REACTION COMMENTS
() () () ()

The Stand-by secondary chilled


water pump remains OFF. New Max Chiller Stop-to-
Start Cycle Timer set-
point _______ min

Starting Wait for


Evaporator Flow Timer
set-point ______ min

New Wait for Evaporator


Flow Timer set-point
_____ min

Primary Pump P-3 ON


delay _____ min

Primary Pump P-4 ON


delay _____ min

Lead Secondary pump


status______

Stand-by Secondary
pump status
______

Record issues Issue Log Item:

Initial Date

70. Switch the Chiller 1 is disabled.


Secondary pumps The specifications do not
to Auto Lead describe the relationship
Designation option. between pump status and
Chiller 2 is disabled. chiller status. Please
record any differences
Primary pump P-3 remains ON from the Expected Results
for (insert time delay). noted during test.

Primary pump P-4 remains ON Starting Max Chiller Stop-


for (insert time delay). to-Start Cycle Timer
setpoint______min
The Lead secondary chilled
water pump STOPS.

Page 73 of 274
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ACTION REQUIRED REACTION COMMENTS
() () () ()

The Stand-by secondary chilled New Max Chiller Stop-to-


water pump remains OFF. Start Cycle Timer set-
point _______ min

Starting Wait for


Evaporator Flow Timer
set-point ______ min

New Wait for Evaporator


Flow Timer set-point
_____ min

Primary Pump P-3 ON


delay _____ min

Primary Pump P-4 ON


delay _____ min

Lead Secondary pump


status______

Stand-by Secondary
pump status
______

Record issues Issue Log Item:

Initial Date

71. Assign the Lead Primary pump P-3 STARTS. Runtime for P-6_______
chiller to CH-1 and hours
Lag to CH-2.
After the Wait for Evaporator Runtime for P-7 _______
Flow Timer expires, Chiller CH-1 hours
STARTS.
Lead Secondary Pump P-
The secondary pump with the ______
least amount of runtime is
designated Lead and STARTS.

Record issues Issue Log Item:

Initial Date

72. Manually command Primary pump P-3 STARTS.


the Lead chiller to Runtime for P-6_______
run. After the Wait for Evaporator hours
Flow Timer expires, Chiller CH-1
STARTS. Runtime for P-7 _______

Page 74 of 274
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ACTION REQUIRED REACTION COMMENTS
() () () ()

The secondary pump with the hours


least amount of runtime is
designated Lead and STARTS. Lead Secondary Pump P-
______

Record issues Issue Log Item:

Initial Date

73. Manually command Primary pump P-4 starts.


the Lag chiller to
run. After Wait For Evaporator Flow
Timer expires, Chiller CH-2
starts.

The Lead secondary chilled


water pump continues to
modulate.

Record issues Issue Log Item:

Initial Date

74. Manually command Chiller CH-1 is de-energized. Primary Pump P-3 ON


the Lead chiller to delay _____ min
stop. Primary pump P-3 remains ON
for (insert time delay).

Chiller CH-2 remains ON.

Primary pump P-4 remains ON.

Record issues Issue Log Item:

Initial Date

75. Manually command Chiller CH-2 is de-energized.


the Lag chiller to It is not clear whether the
stop. Primary pump P-4 remains ON Lead secondary pump
for (insert time delay). stops when no chillers are
ON or not until the chilled
The Lead secondary chilled water system has officially
water pump STOPS. been disabled. Please
record any variations
witnessed in the field.

Primary Pump P-4 ON


delay _____ min

Record issues Issue Log Item:

Page 75 of 274
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ACTION REQUIRED REACTION COMMENTS
() () () ()

Initial Date

VERIFICATION OF AUTOMATIC CHILLER CONTROL

76. Via the CSM’s After 2 minutes, the chilled CH-1 Runtime_________
Control Mode, set water system is enabled.
the chilled water CH-2 Runtime_________
system to Automatic The Lead secondary chilled
Control. water pump STARTS. Lead Chiller CH-_______

The chiller with the least amount Primary Pump P-______


of run-time is enabled and is ON.
labeled as Lead.
Lead Secondary Pump P-
The primary pump associated _____is ON.
with the Lead chiller starts.

After the Wait for Evaporator


Flow Timer, the Lead chiller is
energized.

Record issues Issue Log Item:

Initial Date

77. Set chiller After 2 minutes, the chilled


sequencing to be water system is enabled. CH-1 Runtime_________
according to
runtime. The Lead secondary chilled CH-2 Runtime_________
water pump STARTS.
Lead Chiller CH-_______
The chiller with the least amount
of run-time is enabled and Primary Pump P-______
labeled as Lead. is ON.

The primary pump associated Lead Secondary Pump P-


with the Lead chiller starts. _____is ON.

After the Wait for Evaporator


Flow Timer, the Lead chiller is
energized.

Record issues Issue Log Item:

Initial Date

78. Set the chilled water After 2 minutes, the chilled


schedule to enable water system is enabled. CH-1 Runtime_________
system in 2 minutes
at the BAS. The Lead secondary chilled CH-2 Runtime_________
water pump STARTS.

Page 76 of 274
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ACTION REQUIRED REACTION COMMENTS
() () () ()

The chiller with the least amount Lead Chiller CH-_______


of run-time is enabled and
labeled as Lead. Primary Pump P-______
is ON.
The primary pump associated
with the Lead chiller starts. Lead Secondary Pump
P-_____is ON.
After the Wait for Evaporator
Flow Timer, the Lead chiller is
energized.

Record issues Issue Log Item:

Initial Date

79. Simulate a Lead Lead chiller de-energizes.


chiller failure.
Lead chiller failure alarm
generated at the CSM panel.

Lead chiller failure alarm


generated at BAS.

The Lag chiller is enabled.

The primary pump for the Lead


chiller STOPS.

The primary pump for the Lag


chiller STARTS.

The Lag chiller is energized.

Record issues Issue Log Item:

Initial Date

80. Simulate a Lag Lag chiller de-energizes.


chiller failure.
Lag chiller failure alarm
generated at the CSM panel.

Lag chiller failure alarm


generated at BAS.

The primary pump for the Lag


chiller STOPS.

The Lead secondary pump


STOPS.

Page 77 of 274
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ACTION REQUIRED REACTION COMMENTS
() () () ()

Record issues Issue Log Item:

Initial Date

81. Reset the Lead The Lead secondary pump Lead chiller CH-_____
chiller failure STARTS.
condition. Lead Secondary Pump P-
The Lead chiller is enabled. ______

The primary pump for the Lead


chiller STARTS.

After the Wait for Evaporator


Flow Timer expires, the Lead
chiller energizes.

Chiller failure alarm clears at


BAS.

Record issues Issue Log Item:

Initial Date

82. Manually reset the The Lead secondary pump Lead chiller CH-_____
Lead chiller failure STARTS.
alarm at the CSM Lead Secondary Pump P-
panel. The Lead chiller is enabled. ______

The primary pump for the Lead


chiller STARTS.

After the Wait for Evaporator


Flow Timer expires, the Lead
chiller energizes.

Chiller failure alarm clears at


BAS.

Record issues Issue Log Item:

Initial Date

83. Reset the Lag chiller Chiller failure alarm clears at


failure condition. BAS.

Record issues Issue Log Item:

Initial Date

Page 78 of 274
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ACTION REQUIRED REACTION COMMENTS
() () () ()

84. Manually reset the Chiller failure alarm clears at


Lag chiller failure BAS.
alarm at the CSM
panel.

Record issues Issue Log Item:

Initial Date

85. Set the chiller After 2 minutes, the Lead chiller


sequencing time of de-energizes and is disabled.
day schedule to
disable chilled water
system in 2 minutes After a delay, the primary pump
at the BAS. for the Lead chiller stops.

The Lead secondary pump


STOPS.

The Lag chiller and its primary


pump remain OFF.

Record issues Issue Log Item:

Initial Date

86. Switch the


Secondary Lead
Pump Designation
back to its original
selection criteria
(Manual/Auto)

Record issues Issue Log Item:

Initial Date

VERIFICATION OF CHILLER CAPACITY STAGING CONTROL

87. The chilled water system is


Designate chiller enabled. Steps 24-?? assume that
CH-2 to be the “First the (Decoupler Line
on” chiller through The Lead secondary pump Temperature) < (Chilled
the Chiller STARTS. Water Supply
Sequencing feature. Temperature + Decoupler
Chiller CH-2 is enabled. Stage-Up Temperature
Differential)
Primary pump P-4 starts. Lead Secondary Pump P-

Page 79 of 274
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ACTION REQUIRED REACTION COMMENTS
() () () ()

After the Wait for Evaporator _____


Flow Timer, Chiller CH-2 is
energized.

Record issues Issue Log Item:

Initial Date

88. Via the “Operator The chilled water system is


Scheduled enabled. Steps 24-?? assume that
Override” option, the (Decoupler Line
enable the chilled The Lead secondary pump Temperature) < (Chilled
water system. STARTS. Water Supply
Temperature + Decoupler
Chiller CH-2 is enabled. Stage-Up Temperature
Differential)
Primary pump P-4 starts. Lead Secondary Pump P-
_____
After the Wait for Evaporator
Flow Timer, Chiller CH-2 is
energized.

Record issues Issue Log Item:

Initial Date

89. Reset the Chiller Primary pump P-4 is ON. Starting Chilled Water
Stage-up Differential Supply Temperature set-
to be 30F. CH-2 is at full load. point ______ F

Ending Chilled Water


CH-1 remains OFF.
Supply Temperature set-
point ______ F

Record issues Issue Log Item:

Initial Date

90. Reset the Chiller Primary pump P-4 is ON.


Stage Delay Time Starting Chilled Water
variable to be 60 CH-2 is at full load. Supply Temperature set-
minutes. point ______ F
CH-1 remains OFF.
Ending Chilled Water
Supply Temperature set-
point ______ F

Record issues Issue Log Item:

Page 80 of 274
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ACTION REQUIRED REACTION COMMENTS
() () () ()

Initial Date

91. Decrease the Primary pump P-4 is ON. Starting Chilled Water
Chilled Water Supply Temperature set-
Supply Temperature point ______ F
set-point in 1F Primary pump P-4 is ON.
increments below Ending Chilled Water
the current chilled Supply Temperature set-
water supply CH-1 remains OFF. point ______ F
temperature until
Lead chiller is at full
load.

Record issues Issue Log Item:

Initial Date

92. Adjust the Chiller Chiller CH-2 remains at full load.


Stage-up Differential
to be 2F.
Lag chiller CH-1 remains OFF.

Record issues Issue Log Item:

Initial Date

93. Adjust the Chilled Chiller CH-2 remains at full load.


Water Supply
Temperature set-
point to be 5F below Lag chiller CH-1 remains OFF.
the current chilled
water supply
temperature.

Record issues Issue Log Item:

Initial Date

94. Reset the Chiller After 2 minutes, the Lag chiller New Chilled Water Supply
Stage Delay Time CH. Temperature set-point
variable to be 2 ______ F
minutes. Primary pump P.

After the Wait for Evaporator


Flow Timer expires, CH.

Record issues Issue Log Item:

Page 81 of 274
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ACTION REQUIRED REACTION COMMENTS
() () () ()

Initial Date

95. Reset the Chiller Chillers CH-1 and CH-2 remain


Stage Delay Time ON.
variable to be 60
minutes.

Record issues Issue Log Item:

Initial Date

96. Adjust the Active Chillers CH-1 and CH-2 remain


Capacity set-point to ON.
be less than (Spare
Capacity Factor *
Sum of All Spare
Capacity of All
Running Chillers).

Record issues Issue Log Item:

Initial Date

97. Reset the Chiller After 2 minutes, Chiller CH. New Active Capacity set-
Stage Delay Time point _____
variable to be 2 After a time delay, primary pump
minutes. P.

Record issues Issue Log Item:

Initial Date

VERIFICATION OF CHILLER FLOW STAGING CONTROL

98. Adjust the Chilled CH-2 is not at full load.


Water Supply
Temperature set-
point to be 1F above CH-1 remains OFF.
the current chilled
water supply
temperature.

Record issues Issue Log Item:

Initial Date

99. Reset the Chiller CH-2 is not at full load.


Stage Delay Time
variable to be 60
minutes. CH-1 remains OFF.

Page 82 of 274
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ACTION REQUIRED REACTION COMMENTS
() () () ()

Record issues Issue Log Item:

Initial Date

200. Adjust the CH-2 is not at full load.


Decoupler Stage-Up
Temperature
Differential Set- CH-1 remains OFF.
Point so the
following is true:
(Current Decoupler
Line Temperature +
Decoupler Stage-Up
Temperature
Differential Set-
Point) > Current
chilled water supply
temperature

Record issues Issue Log Item:

Initial Date

201. Reset the Chiller After 2 minutes, the Lag chiller


Stage Delay Time CH.
variable to be 2
minutes. Primary pump P.

After the Wait for Evaporator


Flow Timer expires, chiller CH.

Record issues Issue Log Item:

Initial Date

202. Override the Active After 2 minutes, the Lag chiller


Capacity input on remains ON.
CH-1 to be less than
(Spare Capacity
Factor*Sum of All
Spare Capacity of
All Remaining
Chillers)

Record issues Issue Log Item:

Initial Date

Page 83 of 274
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ACTION REQUIRED REACTION COMMENTS
() () () ()

203. Adjust the Chiller Both the Lead and Lag chillers
Stage Delay Time remain ON.
variable to be 60
minutes.

Record issues Issue Log Item:

Initial Date

204. Adjust the Both the Lead and Lag chillers


Decoupler Stage- remain ON.
Down Flow Rate
Factor set-point to
be greater than (the
Current Decoupler
Flow Rate/Current
Lag Chiller Flow
Rate).

Record issues Issue Log Item:

Initial Date

205. Adjust the Chiller After 2 minutes, the Lag Chiller


Stage Delay Time CH.
variable to be 2
minutes. After a time delay, primary pump
P.

Record issues Issue Log Item:

Initial Date

206. Return the Chiller System resumes normal


Stage Delay Time operation.
variable to its
original value.

Record issues Issue Log Item:

Initial Date

207. Return the System resumes normal


Decoupler Stage- operation.
Down Flow Rate
Factor set-point
back to its original
value.

Page 84 of 274
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ACTION REQUIRED REACTION COMMENTS
() () () ()

Record issues Issue Log Item:

Initial Date

208. Release the Active System resumes normal


Capacity input operation.
override for CH-1.

Record issues Issue Log Item:

Initial Date

209. Return the System resumes normal


Decoupler Stage-Up operation.
Temperature
Differential set-point
back to its original
value.

Record issues Issue Log Item:

Initial Date

210. Return the chilled System resumes normal


water supply operation.
temperature set-
point back to its
original value.

Record issues Issue Log Item:

Initial Date

211. Return the Chiller System resumes normal


Stage-Up operation.
Differential
Temperature set-
point back to its
original value.

Record issues Issue Log Item:

Initial Date

212. Return the Chiller System resumes normal


Sequencing option operation.
back to original
selection.

Page 85 of 274
FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

Record issues Issue Log Item:

Initial Date

VERIFICATION OF AUTOMATIC PUMP SPEED CONTROL

213. Decrease the The Lead secondary chilled It is the understanding of


differential pressure water pump speed decreases. the test writer that there
set-point by 20%. are two secondary pumps
The Stand-by secondary chilled each sized at 100% of the
water pump is OFF. load. The test is written
around a Lead/Stand-by
configuration. If in the field
it is determined that this is
not the correct operation,
the test steps will need to
be field modified
.
Starting Differential
Pressure
setpoint______psi

Adjusted Differential
Pressure
Setpoint:_______psi

Record issues Issue Log Item:

Initial Date

214. Increase the The Lead secondary chilled New Differential Pressure
differential pressure water pump speed increases. Set-Point:_____
set-point by 20%.
The Stand-by pump remains
OFF.

Record issues Issue Log Item:

Initial Date

Page 86 of 274
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ACTION REQUIRED REACTION COMMENTS
() () () ()

215. Manually reassign No changes are noted. The old The sequence states the
secondary pump Lead pump remains ON. The only under certain
designations, Lead old Stand-by pump remains conditions will the system
and Stand-by. OFF. implement the new Lead
pump if the chilled water
system is already
enabled. This step is to
show that this is not one
of those conditions.

Record issues Issue Log Item:

Initial Date

216. Switch the pumps No changes are noted.


back to their original
designation.

Record issues Issue Log Item:

Initial Date

217. Reset the Pump The Lead secondary pump


Status Check Delay stops
Time variable to 30
seconds. After 30 seconds, the Stand-by
secondary pump starts.

A Pump Failure alarm sounds at


the CSM panel.

A Pump Failure alarm sounds at


the BAS.

Record issues Issue Log Item:

Initial Date

218. Simulate a loss of The Lead secondary pump


power pump failure stops.
at the Lead
secondary chilled After 30 seconds, the Stand-by
water pump. secondary pump starts.

A Pump Failure alarm sounds at


the CSM panel.

A Pump Failure alarm sounds at


the BAS.

Page 87 of 274
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ACTION REQUIRED REACTION COMMENTS
() () () ()

Record issues Issue Log Item:

Initial Date

219. Decrease the The Stand-by secondary chilled New Differential Pressure
differential pressure water pump speed decreases. set-point
set-point by 20% ______ psi.
The Lead secondary chilled
water pump remains OFF.

Record issues Issue Log Item:

Initial Date

220. Increase the The Stand-by secondary chilled New Differential Pressure
differential pressure water pump speed increases. set-point
set-point by 20% ______ psi.
The Lead secondary chilled
water pump remains OFF.

Record issues Issue Log Item:

Initial Date

221. Simulate a loss of The Stand-by secondary pump Intent is to show that in
power pump failure STOPS. cases with failure of both
at the Stand-by secondary chilled water
secondary chilled The Lead secondary pump is pumps, the entire chilled
water pump. OFF. water system is disabled.

A “No Chilled Water Flow” alarm


sounds at the CSM panel.

A Pump Failure alarm sounds at


the BAS.

Both chillers de-energize.

The primary pumps STOP.

Record issues Issue Log Item:

Initial Date

222. Restore power to The system remains disabled.


the Stand-by
secondary chilled
water pump.

Page 88 of 274
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ACTION REQUIRED REACTION COMMENTS
() () () ()

Record issues Issue Log Item:

Initial Date

223. Manually reset The Stand-by Pump Failure


Standby Pump alarm is cleared at the BAS.
Failure alarm at the
CSM panel. The chilled water system is
enabled.

The Stand-by secondary pump


STARTS.

Record issues Issue Log Item:

Initial Date

224. Restore power to The Lead secondary chilled The sequence is unclear if
the Lead secondary water pump STARTS. this is a condition where
chilled water pump. the previously stopped
The Stand-by secondary chilled Lead pump would be
water pump STOPS. brought back into service
automatically. Please note
The Pump Failure alarm clears variations seen in the
at the BAS. field.

Record issues Issue Log Item:

Initial Date

225. Manually reset the The Lead secondary chilled The sequence is unclear if
Lead Pump Failure water pump STARTS. this is a condition where
alarm at the CSM the previously stopped
panel. The Stand-by secondary chilled Lead pump would be
water pump STOPS. brought back into service
automatically. Please note
The Pump Failure alarm clears variations seen in the
at the BAS. field.

Record issues Issue Log Item:

Initial Date

Page 89 of 274
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ACTION REQUIRED REACTION COMMENTS
() () () ()

226. Return the System resumes normal Ending Differential


differential pressure operation. Pressure
set-point back to its Set-Point:_____
original value.
Ending Pump Status
Check Delay Time
variable ______

Record issues Issue Log Item:

Initial Date

227. Reset the Pump System resumes normal Ending Differential


Status Check Delay operation. Pressure
Time variable back Set-Point:_____
to its original value.
Ending Pump Status
Check Delay Time
variable ______

Record issues Issue Log Item:

Initial Date

228. Switch Secondary System resumes normal Ending Differential


Lead/Stand-by operation. Pressure
pump designation Set-Point:_____
selection back to its
original method Ending Pump Status
(Auto/Manual) Check Delay Time
variable ______

Record issues Issue Log Item:

Initial Date

229. Ensure all control System resumes normal Ending Differential


points are set to operation. Pressure
original values Set-Point:_____
and/or conditions.
Ending Pump Status
Check Delay Time
variable ______

Record issues Issue Log Item:

Initial Date

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ACTION REQUIRED REACTION COMMENTS
() () () ()

RETURN TO INITIAL CONDITIONS

230. Record test stop Recorded. Time:


time (am / pm)

Record issues Issue Log Item:

Initial Date

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FUNCTIONAL PERFORMANCE TESTING TEMPLATE
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Final Sign-Off

Commissioning Agent Printed Name Initials Date

CONTRACTOR PRINTED NAME INITIALS DATE

General Contractor (GC)

Mechanical Contractor (MC)

Electrical Contractor (EC)

TAB Contractor (TAB)

Controls Contractor (CC)

Owner’s O&M Personnel

Page 92 of 274
FUNCTIONAL PERFORMANCE TESTING TEMPLATE
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Air Handling Unit


Functional Performance Test
Equipment ID [Equipment ID]
Building [Building]
Location [Room]

System Description
Description:

Operational Assumptions:

Associated air handling equipment and ducts has been tested and is operating correctly.

The test begins while the room is in the occupied mode.

Initial Test Start Date End Date Initials


Results (Check one) Explanation:
Pass
Fail
Partial Test w/Corrective Actions
Complete Test w/Corrective Actions
Other

Re-Test 1 Start Date End Date Initials


Results (Check one) Explanation:
Pass
Fail
Partial Test w/Corrective Actions
Complete Test w/Corrective Actions
Other

Re-Test 2 Start Date End Date Initials


Results (Check one) Explanation:
Pass
Fail
Partial Test w/Corrective Actions
Complete Test w/Corrective Actions
Other

Page 93 of 274
FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Deferred/Seasonal Test Start Date End Date Initials


Results (Check one) Explanation:
Pass
Fail
Partial Test w/Corrective Actions
Complete Test w/Corrective Actions
Other

Test Participants
Organization Required Optional
General Contractor
Mechanical Contractor
Electrical Contractor
TAB Contractor
Controls Contractor
Owner’s O&M Personnel

Supplies Required for Testing (To be provided by the contractor)


Tools / Supplies
Laptop with TC Program Infrared Thermometer Gun
PID Loop Tuning Software Humidity Tester
Aerosol for Smoke and Freeze stat Test Basic Tool Pouch
Radio Communications Flashlight

System Readiness Summary Checklist


Description Yes No Date
System Readiness Checklist has been completed
(SRC)
System Ready for Test
Required Personnel Available
Required Tools/Test Equipment/Supplies Available
Required Safety Equipment Available

Page 94 of 274
FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Set-Points, Limits, and Schedules


AHU can be assigned a schedule. Schedule can be programmed daily.
If system runs 24 hours a day, check here. If not, fill in the occupied mode schedule below.

AM PM
Day 12 1 2 3 4 5 6 7 8 9 10 11 12 1 2 3 4 5 6 7 8 9 10 11
Sun
Mon
Tues
Wed
Thurs
Fri
Sat
Holi

Setpoint Adjustable Range


Parameter
Design Actual Design Actual
Outside Air Temperature (°F)
Preheat valve full open outside air temperature (°F)
Discharge Air Temperature (°F)
Night Setback Temperature (°F)
Night Setback Differential
Mixed Air Temperature (°F)
Minimum Start-up Fan Speed (%)
Time at Minimum Fan Speed for Start-up (min)
Average Zone Humidity (%RH)
Maximum supply air humidity (%RH)
Discharge Air Static Pressure (in H2O)
High Static Alarm (in H2O)
Low Static Alarm (in H2O)
System Shutdown High Static Limit (in H2O)
Damper Position

Initial Ambient Conditions


Ambient Conditions
Outside Air Temp Outside Air RH %
Precipitation

Trend Data Required To Support Testing


Check if trend point chart(s) and Frequency Graph(s) are provided per trend requirements shown below.
Trend Log Setup #1 – Temperature
Pre- Post Point Frequency Duration Initial Provided
Testing Testing Value
Outside Air Yes No
Temperature (°F)

Page 95 of 274
FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Trend Log Setup #1 – Temperature


Pre- Post Point Frequency Duration Initial Provided
Testing Testing Value
Preheat valve full open Yes No
outside air temperature
(°F)
Discharge Air Yes No
Temperature (°F)
Night Setback Yes No
Temperature (°F)
Night Setback Yes No
Differential
Mixed Air Temperature Yes No
(°F)
Record Issues Issue Log Item Number:

Check if trend point chart(s) and Frequency Graph(s) are provided per trend requirements shown below.
Trend Log Setup #2 – Global
Pre- Post Point Frequency Duration Initial Provided
Testing Testing Value
System Flow Rate Yes No
Flow Rate Set Point Yes No
Water Quality Yes No
Damper Position Yes No
System Pressure Yes No
Pressure Set Point Yes No
Record Issues Issue Log Item Number:

Functional Performance Test -- (Verify all components are ready before energizing or operating the system.)
The Commissioning Authority will make and document any changes/addition/deletions to this test procedure
required by current system conditions (i.e. weather, system load, utility availability, etc.).
R = Retest (Check () retest required) Y= Checked and Passed
C = Corrected (Check () when correction verified) N = Not Passed

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

PRE-TEST VISUAL PRELIMINARY DATA AND INSPECTION

1. Record the current Recorded.


values for all the
required trending
points in Trend Log
table above.

Record issues Issue Log Item:

Page 96 of 274
FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

Initial Date

2. Confirm equipment Confirmed.


is operating
normally as
assumed above.

If not make
adjustments within
the Building
Automation System
(BAS)

Record issues Issue Log Item:

Initial Date

RETURN / EXHAUST FAN SECTION

3. Command the Return / Exhaust Fan is off.


Return / Exhaust
Fan to stop “OFF”

Return / Exhaust Fan


VFD commanded to 0%.

Return / Exhaust Fan


Status device indicates fan is
OFF.

Fan isolation damper closed.

Outside air damper is closed.

Return air damper is 100%


open.

Exhaust air damper is closed.

Humidifier is off and


commanded to 0%.

Page 97 of 274
FUNCTIONAL PERFORMANCE TESTING TEMPLATE
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[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

Face & bypass remain under


BAS control.

Preheat valve remains under


BAS control.

Cooling valve is closed.

R.A. quantity confirmed by R.A. Quantity Observed


airflow measuring station. ______________ CFM

E.A. quantity confirmed by E.A. Quantity Observed


airflow measuring station. ______________ CFM

Record issues Issue Log Item:

Initial Date

4. Command the Outside air damper opens. Minimum Return /


Return / Exhaust Exhaust Fan VFD
Fan “ON” minimum speed:_______
Wall mounted outside, return,
and exhaust air unit mounted Ramp Up time to achieve
dampers open fully. minimum speed:______

Return / Exhaust damper


opens.

Return / Exhaust Fan VFD shall


be commanded to run at
minimum speed.

Return / Exhaust Fan Status


device indicates the unit is ON
while operating at a minimum
speed.

Page 98 of 274
FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

Return / Exhaust Fan speed


modulates to maintain return /
exhaust differential pressure
set-point.

Cooling valve is under BAS


control.

Humidifier valve is under BAS


control.

Preheat valve is under BAS


control.

Face and bypass dampers is


under BAS control.

Record issues Issue Log Item:

Initial Date

ECONOMIZER SECTION (3-DAMPER SECTION)

5. Minimum O.A. Damper closes tightly without


damper (2-position) binding for complete travel
commanded closed distance.

Status device indicates


minimum O.A. damper is
closed.

Minimum O.A. quantity


confirmed by airflow measuring
O.A. Quantity Observed
station.
______________ CFM

Record issues Issue Log Item:

Initial Date

6. Minimum O.A. Damper opens fully without


damper (2-position) binding for complete travel
commanded open distance.

Page 99 of 274
FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

Status device indicates


minimum O.A. damper is open.

Minimum O.A. quantity


confirmed by airflow measuring O.A. Quantity Observed
station. ______________ CFM

Record issues Issue Log Item:

Initial Date

7. O.A. damper Damper closes tightly without


(modulating) binding for complete travel
commanded closed distance.

Status device indicates O.A.


damper is closed.

O.A. quantity confirmed by


O.A. Quantity Observed
airflow measuring station.
______________ CFM

Record issues Issue Log Item:

Initial Date

8. O.A. damper Damper opens fully without


(modulating) binding for complete travel
commanded to distance.
100% open

Status device indicates


minimum O.A. damper is open.

O.A. quantity confirmed by O.A. Quantity Observed


airflow measuring station. ______________ CFM

Record issues Issue Log Item:

Initial Date

9. O.A. damper Damper opens half way without


(modulating) binding for complete travel
commanded to distance.
50% open

Page 100 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

Status device indicates


minimum O.A. damper is open.

O.A. quantity confirmed by


airflow measuring station. O.A. Quantity Observed
______________ CFM

Record issues Issue Log Item:

Initial Date

10. R.A. damper Damper closes tightly without


(modulating) binding for complete travel
commanded closed distance.

Status device indicates R.A.


damper is closed.

R.A. quantity confirmed by


O.A. Quantity Observed
airflow measuring station.
______________ CFM

Record issues Issue Log Item:

Initial Date

11. R.A. damper Damper opens fully without


(modulating) binding for complete travel
commanded to distance.
100% open

Status device indicates


minimum R.A. damper is open.

R.A. quantity confirmed by


O.A. Quantity Observed
airflow measuring station.
______________ CFM

Record issues Issue Log Item:

Initial Date

12. R.A. damper Damper opens half way without


(modulating) binding for complete travel
commanded to distance.
50% open

Page 101 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

Status device indicates


minimum R.A. damper is open.

R.A. quantity confirmed by


airflow measuring station. O.A. Quantity Observed
______________ CFM

Record issues Issue Log Item:

Initial Date

13. M.A. damper Damper closes tightly without


(modulating) binding for complete travel
commanded closed distance.

Status device indicates M.A.


damper is closed.

M.A. quantity confirmed by


O.A. Quantity Observed
airflow measuring station.
______________ CFM

Record issues Issue Log Item:

Initial Date

14. M.A. damper Damper opens fully without


(modulating) binding for complete travel
commanded to distance.
100% open

Status device indicates


minimum M.A. damper is open.

M.A. quantity confirmed by


O.A. Quantity Observed
airflow measuring station.
______________ CFM

Record issues Issue Log Item:

Initial Date

15. M.A. damper Damper opens half way without


(modulating) binding for complete travel
commanded to distance.
50% open

Page 102 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

Status device indicates


minimum M.A. damper is open.

M.A. quantity confirmed by


airflow measuring station.
O.A. Quantity Observed
______________ CFM

Record issues Issue Log Item:

Initial Date

16. Release all damper Dampers return to normal


overrides. operating positions.

Record issues Issue Log Item:

Initial Date

MIXING BOX SECTION (2-DAMPER SECTION)

17. O.A. damper Damper closes tightly without


commanded fully binding for complete travel
closed distance.

Status device indicates O.A.


damper is closed.

O.A. quantity confirmed by


O.A. Quantity Observed
airflow measuring station.
______________ CFM

Record issues Issue Log Item:

Initial Date

18. O.A. damper Damper opens fully without


commanded fully binding for complete travel
open distance.

Status device indicates


minimum O.A. damper is open.

O.A. Quantity Observed


O.A. quantity confirmed by
______________ CFM
airflow measuring station.

Page 103 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

Record issues Issue Log Item:

Initial Date

19. O.A. damper Damper opens fully without


commanded 50% binding for complete travel
open distance.

Status device indicates


minimum O.A. damper is open.

O.A. quantity confirmed by


O.A. Quantity Observed
airflow measuring station.
______________ CFM

Record issues Issue Log Item:

Initial Date

20. R.A. damper Damper closes tightly without


commanded fully binding for complete travel
closed distance.

Status device indicates R.A.


damper is closed.

R.A. quantity confirmed by R.A. Quantity Observed


airflow measuring station. ______________ CFM

Record Issues Issue Log Item:

Initial Date

21. R.A. damper Damper opens fully without


commanded fully binding for complete travel
open distance.

Status device indicates


minimum O.A. damper is open.

R.A. Quantity Observed


O.A. quantity confirmed by
______________ CFM
airflow measuring station.

Record issues Issue Log Item:

Page 104 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

Initial Date

22. R.A. damper Damper opens fully without


commanded 50% binding for complete travel
open distance.

Status device indicates


minimum O.A. damper is open.

O.A. quantity confirmed by


R.A. Quantity Observed
airflow measuring station.
______________ CFM

Record issues Issue Log Item:

Initial Date

23. Release all damper Dampers return to normal


overrides. operating positions.

Record issues Issue Log Item:

Initial Date

PRE-FILTER SECTION

24. Activate the filter Dirty filter alarm indicated at Filter Pressure at alarm
high pressure BAS. _____________ in. WC
differential switch
by applying
pressure to the
high side of the
switch.

Record issues Issue Log Item:

Initial Date

25. Release pressure Dirty filter alarm cleared at Filter Pressure at alarm
from high side of BAS. _____________ in. WC
switch and return to
its normal
condition.

Record issues Issue Log Item:

Initial Date

Page 105 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

ENTHALPY WHEEL

26. Command enthalpy Enthalpy wheel rotation stops.


wheel to stop.

Record issues Issue Log Item:

Initial Date

27. Command enthalpy Enthalpy wheel rotation begins,


wheel rotate at its and in the correct direction.
maximum speed.

Record issues Issue Log Item:

Initial Date

28. Command enthalpy Enthalpy wheel rotation slows


wheel rotate at to 50% of its maximum speed.
50% of its
maximum speed.

Record issues Issue Log Item:

Initial Date

FACE AND BYPASS DAMPERS

29. Face and bypass Face damper opens fully


dampers without binding for complete
commanded fully travel distance.
open.

Status device indicates face


damper is fully open.

Bypass damper opens fully


without binding for complete
travel distance.

Status device indicates bypass


damper is fully open.

Record issues Issue Log Item:

Initial Date

Page 106 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

30. Face damper Damper closes tightly without


commanded to fully binding for complete travel
closed distance.

Status device indicates face


damper is closed.

Record issues Issue Log Item:

Initial Date

31. Face damper Damper opens half way without


commanded to binding for complete travel
50% open distance.

Status device indicates damper


is open.

Record issues Issue Log Item:

Initial Date

32. Face damper Face damper opens fully.


commanded fully
open. Bypass
damper Status device indicates face
commanded fully damper is fully open.
closed.

Bypass damper opens fully


without binding for complete
travel distance.

Record issues Issue Log Item:

Initial Date

33. Bypass damper Damper opens half way without


commanded to binding for complete travel
50% open distance.

Status device indicates damper


is open.

Record issues Issue Log Item:

Initial Date

Page 107 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

34. Release all damper Dampers return to normal


overrides. operating positions.

Record issues Issue Log Item:

Initial Date

DRAW-THRU COIL SECTION

35. Command preheat Preheat coil valve fully opens.


coil control valve to
100% open.

Record issues Issue Log Item:

Initial Date

36. Command preheat Preheat coil valve fully closes.


coil control valve to
close fully.

Record issues Issue Log Item:

Initial Date

37. Command preheat Preheat coil control valve opens


coil control valve to to 50%.
50% open.

Record issues Issue Log Item:

Initial Date

38. Remove power Preheat coil control valve


from the preheat moves to its fail safe position
control valve (fully open).
actuator.

Record issues Issue Log Item:

Initial Date

39. Release overrides Preheat coil control valve


on preheat coil returns to normal operation.
valve.

Record issues Issue Log Item:

Initial Date

Page 108 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

40. Command chilled Chilled water coil valve fully


water coil control opens.
valve to 100%
open.

Record issues Issue Log Item:

Initial Date

41. Command chilled Chilled water coil valve fully


water coil control closes.
valve to close fully.

Record issues Issue Log Item:

Initial Date

42. Command chilled Chilled water coil control valve


water coil control opens to 50%.
valve to 50% open.

Record issues Issue Log Item:

Initial Date

43. Remove power Chilled water coil control valve


from the chilled moves to its fail safe position
water control valve (fully closed).
actuator.

Record issues Issue Log Item:

Initial Date

44. Release override Chilled water coil control valve


on chilled water coil returns to normal operation.
valve.

Record issues Issue Log Item:

Initial Date

45. Coil Pump

Record issues Issue Log Item:

Initial Date

HORIZONTAL COIL SECTION

Page 109 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

46. Command preheat Preheat coil valve fully opens.


coil control valve to
100% open.

Record issues Issue Log Item:

Initial Date

47. Command preheat Preheat coil valve fully closes.


coil control valve to
close fully.

Record issues Issue Log Item:

Initial Date

48. Command preheat Preheat coil control valve opens


coil control valve to to 50%.
50% open.

Record issues Issue Log Item:

Initial Date

49. Remove power Preheat coil control valve


from the preheat moves to its fail safe position
control valve (fully open).
actuator.

Record issues Issue Log Item:

Initial Date

50. Release overrides Preheat coil control valve


on preheat coil returns to normal operation.
valve.

Record issues Issue Log Item:

Initial Date

51. Command chilled Chilled water coil valve fully


water coil control opens.
valve to 100%
open.

Record issues Issue Log Item:

Initial Date

Page 110 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

52. Command chilled Chilled water coil valve fully


water coil control closes.
valve to close fully.

Record issues Issue Log Item:

Initial Date

53. Command chilled Chilled water coil control valve


water coil control opens to 50%.
valve to 50% open.

Record issues Issue Log Item:

Initial Date

54. Remove power Chilled water coil control valve


from the chilled moves to its fail safe position
water control valve (fully closed).
actuator.

Record issues Issue Log Item:

Initial Date

55. Release override Chilled water coil control valve


on chilled water coil returns to normal operation.
valve.

Record issues Issue Log Item:

Initial Date

56. Coil Pump

Record issues Issue Log Item:

Initial Date

SUPPLY FAN SECTION

57. Command the Supply Fan is off.


Supply Fan to stop
“OFF”

Supply Fan VFD commanded to


0%.

Page 111 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

Supply Fan Status device


indicates fan is OFF.

Fan isolation damper closed.

Outside air damper is closed.

Return air damper is 100%


open.

Exhaust air damper is closed.

Humidifier is off and


commanded to 0%.

Face & bypass remain under


BAS control.

Preheat valve remains under


BAS control.

Cooling valve is closed.

S.A. quantity confirmed by S.A. Quantity Observed


airflow measuring station. ______________ CFM

Record issue Issue Log Item:

Initial Date

58. Command the Outside air damper opens. Minimum Return /


Supply Fan “ON” Exhaust Fan VFD
minimum speed:_______
Wall mounted outside, return,
and exhaust air unit mounted Ramp Up time to achieve
dampers open fully. minimum speed:______

Supply damper opens.

Page 112 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

Supply Fan VFD shall be


commanded to run at minimum
speed.

Supply Fan Status device


indicates the unit is ON while
operating at a minimum speed.

Supply Fan speed modulates to


maintain supply duct pressure
set-point.

Cooling valve is under BAS


control.

Humidifier valve is under BAS


control.

Preheat valve is under BAS


control.

Face and bypass dampers is


under BAS control.

Record issues Issue Log Item:

Initial Date

BLOW-THRU COIL SECTION

59. Command reheat Reheat coil valve fully opens.


coil control valve to
100% open.

Record issues Issue Log Item:

Initial Date

60. Command reheat Reheat coil valve fully closes.


coil control valve to
close fully.

Record issues Issue Log Item:

Initial Date

Page 113 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

61. Command reheat Reheat coil control valve opens


coil control valve to to 50%.
50% open.

Record issues Issue Log Item:

Initial Date

62. Remove power Reheat coil control valve moves


from the reheat to its fail safe position (fully
control valve open).
actuator.

Record issues Issue Log Item:

Initial Date

63. Release overrides Preheat coil control valve


on reheat coil returns to normal operation.
valve.

Record issues Issue Log Item:

Initial Date

64. Command chilled Chilled water coil valve fully


water coil control opens.
valve to 100%
open.

Record issues Issue Log Item:

Initial Date

65. Command chilled Chilled water coil valve fully


water coil control closes.
valve to close fully.

Record issues Issue Log Item:

Initial Date

66. Command chilled Chilled water coil control valve


water coil control opens to 50%.
valve to 50% open.

Record issues Issue Log Item:

Initial Date

Page 114 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

67. Remove power Chilled water coil control valve .


from the chilled moves to its fail safe position
water control valve (fully closed).
actuator.

Record issues Issue Log Item:

Initial Date

68. Release override Chilled water coil control valve


on chilled water coil returns to normal operation.
valve.

Record issues Issue Log Item:

Initial Date

69. Coil Pump

Record issues Issue Log Item:

Initial Date

FINAL FILTER SECTION

70. Activate the filter Dirty filter alarm indicated at Filter Pressure at alarm
high pressure BAS. _____________ in. WC
differential switch
by applying
pressure to the
high side of the
switch.

Record issues Issue Log Item:

Initial Date

71. Release pressure Dirty filter alarm cleared at Filter Pressure at alarm
from high side of BAS. _____________ in. WC
switch and return to
its normal
condition.

Record issues Issue Log Item:

Initial Date

HUMIDIFIER VALVES

Page 115 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

72. Command Isolation valve closes.


humidifier isolation
valve to fully close.

Command Humidifier control valve fully


humidifier control opens.
valve fully open.

No steam enters supply air


stream.

Record issues Issue Log Item:

Initial Date

73. Command Humidifier control valve fully


humidifier control closes.
valve fully closed.

Record issues Issue Log Item:

Initial Date

74. Command Humidifier isolation valve fully


humidifier isolation opens.
valve fully open.
No steam is enters supply air
stream.

Record issues Issue Log Item:

Initial Date

75. Command Humidifier control valve opens


humidifier control 50%.
valve 50% open.
Steam begins entering supply
air stream.

Record issues Issue Log Item:

Initial Date

76. Command Humidifier control valve opens


humidifier control 100%.
valve 100% open.
Steam flow into supply air
stream increases.

Record issues Issue Log Item:

Page 116 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

Initial Date

77. Remove power Humidifier isolation valve moves


from the humidifier to its fail safe position (fully
control valve and closed).
isolation valve.

Humidifier control valve moves


to its fail safe position (fully
closed).

Record issues Issue Log Item:

Initial Date

78. Release override Humidifier valves return to


on humidifier normal operation.
valves.

Record issues Issue Log Item:

Initial Date

MULTIZONE COIL SECTION

79. Command hot deck Heating coil valve fully opens.


heating coil control
valve to 100%
open.

Record issues Issue Log Item:

Initial Date

80. Command hot deck Heating coil valve fully closes.


heating coil control
valve to close fully.

Record issues Issue Log Item:

Initial Date

81. Command hot deck Heating coil control valve opens


heating coil control to 50%.
valve to 50% open.

Record issues Issue Log Item:

Initial Date

Page 117 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

82. Remove power Heating coil control valve


from the hot deck moves to its fail safe position
heating coil control (fully open).
valve actuator.

Record issues Issue Log Item:

Initial Date

83. Release overrides Preheat coil control valve


on hot deck heating returns to normal operation.
coil valve.

Record issues Issue Log Item:

Initial Date

84. Command cold Chilled water coil valve fully


deck coil control opens.
valve to 100%
open.

Record issues Issue Log Item:

Initial Date

85. Command cold Chilled water coil valve fully


deck coil control closes.
valve to close fully.

Record issues Issue Log Item:

Initial Date

86. Command cold Chilled water coil control valve


deck coil control opens to 50%.
valve to 50% open.

Record issues Issue Log Item:

Initial Date

87. Remove power Chilled water coil control valve


from the cold deck moves to its fail safe position
control valve (fully closed).
actuator.

Record issues Issue Log Item:

Initial Date

Page 118 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

88. Release override Chilled water coil control valve


on cold deck coil returns to normal operation.
valve.

Record issues Issue Log Item:

Initial Date

89. Coil Pump

Record issues Issue Log Item:

Initial Date

MULTIZONE DAMPERS

90. Command hot and Hot deck damper opens fully


cold deck without binding for complete
Number of Zones: _____
multizone dampers travel distance.
fully open. (Complete steps for each
set of zones)
Status device indicates hot deck
damper is fully open.

Cold deck damper opens fully


without binding for complete
travel distance.

Status device indicates cold


deck damper is fully open.

Record issues Issue Log Item:

Initial Date

91. Cold deck damper Damper closes tightly without


commanded to fully binding for complete travel
closed distance.

Status device indicates damper


is closed.

Record issues Issue Log Item:

Initial Date

Page 119 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

92. Cold deck damper Damper opens half way without


commanded to binding for complete travel
50% open distance.

Status device indicates damper


is open.

Record issues Issue Log Item:

Initial Date

93. Cold deck damper opens fully.


Cold deck damper
commanded fully
open. After face Hot deck damper closes tightly
damper confirmed without binding for complete
open, bypass travel distance.
damper
commanded fully Status device indicates hot deck
closed. damper is closed.

Record issues Issue Log Item:

Initial Date

94. Hot deck damper Damper opens half way without


commanded to binding for complete travel
50% open distance.

Status device indicates damper


is open.

Record issues Issue Log Item:

Initial Date

95. Release all damper Dampers return to normal


overrides. operating positions.

Record issues Issue Log Item:

Initial Date

SAFETIES AND INTERLOCKS

Page 120 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

FREEZESTAT AND SYSTEM STARTUP

96. Apply aerosol Low temperature limit trips.


spray to the
serpentine
temperature sensor Supply fan VFD commanded to
(Freezestat). 0%.

Supply fan shuts down.

Outside air damper fully closes.

Fire smoke dampers close.

Humidifier is off and


commanded to 0%.

Face and bypass damper


modulates.

Preheat valve fully opens.

Cooling valve closed.

Low limit temperature alarm


generated at BAS.

Record issues Issue Log Item:

Initial Date

97. Command the The system remains in the


system Off shutdown sequence.

Record issues Issue Log Item:

Initial Date

98. Disconnect the Control panel is off.


power to the local
control panel

Record issues Issue Log Item:

Initial Date

Page 121 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

99. After 2-5 minutes Control panel becomes


reconnect power to operational upon restoration of
the control panel power.
(Control Panel
Power Loss)

Record issues Issue Log Item:

Initial Date

100. Command the System remains shut down. System requires manual
system back ON reset of tripped device
(System Startup) before air handling unit is
restarted.

Record issues Issue Log Item:

Initial Date

101. Manually reset the Outside air damper opens.


Freezestat Minimum supply fan
(System startup) speed:_______
Return air damper modulate as
normal. Duration fan at minimum
speed:______

Supply fan VFD shall be


commanded to run.

Supply fan turns ON at


minimum speed for specified
length of time.

Supply fan speed modulates to


maintain differential pressure
set-point.

Cooling valve is under BAS


control.

Humidifier valve is under BAS


control.

Page 122 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

Preheat valve is under BAS


control.

Face and bypass dampers is


under BAS control.

Low limit temperature alarm


clears at BAS.

Record issues Issue Log Item:

Initial Date

SUPPLY FAN FAILURE

102. At the local power The supply fan turns off.


disconnect or HOA
switch, open the
power loop to stop Supply fan failure alarm is
the fan. (Supply generated at the BAS.
Fan Failure)

Fan isolation damper closed.

Outside air damper is closed.

Humidifier valve is closed.

Cooling coil valve is closed.

Preheat valve is under BAS


control.

Face & Bypass damper is under


BAS control.

Return/Exhaust Fan shuts


down.

Wall mounted supply, return air


isolation, unit mounted outdoor
air dampers close fully.

Page 123 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

Unit mounted return air


dampers open.

Record issues Issue Log Item:

Initial Date

103. At the local power Outside air damper is open.


panel reconnect
the disconnect or
HOA switch, close Wall mounted supply, return air
the power loop to isolation, unit mounted outdoor
start the fan/fans. air dampers open.
(Supply Fan
Failure)
Unit mounted return air
dampers remain open.

The supply fan turns ON.

Supply fan failure alarm clears


at the BAS.

Humidifier valve is under BAS


control.

Cooling coil valve is under BAS


control.

Preheat valve is under BAS


control.

Face & Bypass damper is


under BAS control.

Record issues Issue Log Item:

Initial Date

RETURN/EXHAUST FAN FAILURE

104. At the local power The return/exhaust fan turns off.


disconnect or HOA
switch, open the
power loop to stop Fan isolation damper closed.

Page 124 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

the return/exhaust Current sensing relay indicates


fan. a loss of current from the
component.

Return/Exhaust fan failure


alarm generated at the BAS.

Record issues Issue Log Item:

Initial Date

105. At the local power The return/exhaust fan turns on.


disconnect or HOA
switch, close the
power loop to stop Current sensing relay senses
the return/exhaust current from the component.
fan.
Return/Exhaust fan failure
alarm cleared at the BAS.

Record issues Issue Log Item:

Initial Date

HIGH DUCT STATIC PRESSURE LIMIT SWITCH

106. Adjust the system High static limit switch alarm is


shutdown high limit generated at BAS. System Shutdown High
discharge air static Limit Switch Set-point:
pressure limit ___________
switch set-point to The supply fan turns off.
be just below the
current discharge
air static pressure Unit is indexed to Unoccupied
or use a pump bulb Mode.
and gauge to
simulate high static
conditions and Smoke dampers are closed.
record the setting.
(High Pressure
System Shutdown Outside air damper is closed.
Alarm)

Humidifier valve is closed.

Cooling coil valve is closed.

Page 125 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

Preheat valve is under BAS


control.

Face & Bypass damper is


under BAS control.

Record issues Issue Log Item:

Initial Date

107. Return the system High pressure alarm is cleared


shutdown high at BAS.
pressure limit
switch set-point
back to its original System does not restart.
value or release
the pump bulb
pressure simulation

Record issues Issue Log Item:

Initial Date

108. Manually reset the System restarts and resumes


high pressure limit normal operation.
switch.

Record issues Issue Log Item:

Initial Date

LOW DUCT STATIC PRESSURE LIMIT SWITCH

109. Adjust the system Low static limit switch alarm is


shutdown low limit generated at BAS. System Shutdown Low
discharge air static Limit Switch Set-point:
pressure limit ___________
switch set-point to The supply fan turns off.
be just below the
suction side static
pressure or use a Unit is indexed to Unoccupied
pump bulb and Mode.
gauge to simulate
low static
conditions and Smoke dampers are closed.
record the setting.
(Low Pressure
System Shutdown Outside air damper is closed.
Alarm)

Page 126 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

Humidifier valve is closed.

Cooling coil valve is closed.

Preheat valve is under BAS


control.

Face & Bypass damper is


under BAS control.

Record issues Issue Log Item:

Initial Date

110. Return the system Low pressure alarm is cleared


shutdown low at BAS.
pressure limit
switch set-point
back to its original System does not restart.
value or release
the pump bulb
pressure simulation

Record issues Issue Log Item:

Initial Date

111. Manually reset the System restarts and resumes


low pressure limit normal operation.
switch.

Record issues Issue Log Item:

Initial Date

DUCT SMOKE DETECTION

112. Apply aerosol Smoke detection alarm is sent


smoke to the duct to the BAS.
smoke detectors
(Smoke Detection)
The supply fan turns off.

Page 127 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

Wall mounted supply, return air


isolation, unit mounted outdoor
air dampers close fully.

Unit mounted return air


dampers open.

Outside air damper is closed.

Humidifier valve is closed.

Cooling coil valve is closed.

Preheat valve is under BAS


control.

Face & Bypass damper is


under BAS control.

Record issues Issue Log Item:

Initial Date

113. Manually reset the Smoke detection alarm clears.


smoke detector.
(Smoke Detection)
Wall mounted supply, return air
isolation, unit mounted outdoor
air dampers open fully.

Unit mounted return air


dampers remain open.

Outside air damper opens.

Supply fan VFD shall be


commanded to run.

Page 128 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

Supply fan turns ON at


minimum speed for a specified
length of time.

Supply fan speed modulates to


maintain differential pressure
set-point.

Humidifier valve is under BAS


control.

Cooling coil valve is under BAS


control.

Preheat valve is under BAS


control.

Face & Bypass damper is


under BAS control.

Record issues Issue Log Item:

Initial Date

FUNCTIONAL TESTS – UNOCCUPIED NIGHT SETBACK – SETUP MODE

114. Modulate the Return air damper closes to


outside air 10% minimum position.
temperature for
AHU # to be below
80°F Outside air damper opens to
90% maximum position.

Record issues Issue Log Item:

Initial Date

115. Modulate the Outside air damper closes to


outside air 10% minimum position.
temperature for
AHU # to be above
80°F Return air damper opens to
90% maximum position.

Record issues Issue Log Item:

Page 129 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

Initial Date

116. Adjust the (If the outside air temp is Chiller room temperature
discharge air between 40°F and 80°F and the set point: °F
temperature set- boiler room space temp is
point to be 5°F above 90°F). Discharge air
lower than the temperature set-point:
current discharge _____°F
air temperature for Return air dampers and outside
AHU # air dampers modulate in
opposition to one another to
(Temperature maintain the 60°F set point.
Control Cooling)

Barometric relief dampers will


relieve excess air from the
boiler room.

Heating coil valves open.

Record issues Issue Log Item:

Initial Date

117. Adjust the (If the outside air temp is below Discharge air
discharge air 90°F and the boiler room space temperature set-point
temperature set- temp is above 90°F). ______°F.
point to be 10°F
lower than the
current discharge Return air dampers modulate
air temperature for open.
AHU #

(Temperature Outside air dampers modulate


Control Cooling) closed.

Barometric relief dampers will


relieve excess air from the
boiler room.

Heating coil valve closes.

Record issues Issue Log Item:

Initial Date

118. If the outside air Preheat valve is fully open. This would indicate a
temperature is situation where we could

Page 130 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

above 40°F, Cooling valve is open. potentially


override the simultaneously heat and
outside air cool. Please clarify the
temperature Face & bypass is modulated to sequence that protects
reading to be 35°F maintain minimum air the system from
for AHU #. temperature set-point. simultaneously heating
Otherwise, skip this and cooling.
step. (At the end of
this step, release
the outside air
temperature
override)

Record issues Issue Log Item:

Initial Date

119. Reset the The system resumes “normal” Ending discharge air
discharge air operations. temperature set-point
temperature set- _______°F
point to the original
value for AHU #.
(Temperature
Control Cooling)

Record issues Issue Log Item:

Initial Date

120. Adjust the (If the outside air temp is below Boiler space temperature
discharge air 90°F and the boiler room space set point: °F
temperature, for temp is above 90°F).
AHU # set-point to Discharge air
be 5°F lower than temperature set-point
the current Return air dampers modulate _____°F
discharge air closed.
temperature

(Temperature Outside air dampers modulate


Control Cooling) open.

Barometric relief dampers will


relieve excess air from the
boiler room.

Heating coil valves open

Record issues Issue Log Item:

Page 131 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

Initial Date

121. Adjust the (If the outside air temp is below Discharge air
discharge air 90°F and the boiler room space temperature set-point
temperature set- temp is above 90°F). ______°F
point to be 10°F
lower than the
current discharge
air temperature for
AHU #
(Temperature
Control Cooling)

Return air dampers modulate


open.

Outside air dampers modulate


closed.

Barometric relief dampers will


relieve excess air from the
boiler room.

Heating coil valve closes.

Record issues Issue Log Item:

Initial Date

122. If the outside air Preheat valve is fully open. This would indicate a
temperature is situation where we could
above 40°F, potentially
override the Cooling valve is open simultaneously heat and
outside air cool. Please clarify the
temperature sequence that protects
reading to be 35°F Face & bypass is modulated to the system from
for AHU #. maintain minimum air simultaneously heating
Otherwise, skip this temperature set-point. and cooling.
step. (At the end of
this step, release
the outside air
temperature
override)

Record issues Issue Log Item:

Initial Date

Page 132 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

123. Reset the The system resumes “normal” Ending discharge air
discharge air operations. temperature set-point
temperature set- _______F
point to the original
value for AHU #.

(Temperature
Control Cooling)

Record issues Issue Log Item:

Initial Date

FUNCTIONAL TESTS – UNOCCUPIED NIGHT SETBACK – SETUP MODE

124. Set discharge air Supply fan stops.


temperature to less Initial Space Temp:
than 35°F. __________
Outside air damper closes.
Space set
point:__________
Return air damper opens.

Alarm sent to BAS.

Record issues Issue Log Item:

Initial Date

125. Reset discharge air Supply fan starts up. New space temperature
temperature to set point:
original settings __________
Outside air damper opens.

Return air damper modulates as


normal.

Alarm cleared from BAS.

Record issues Issue Log Item:

Initial Date

Page 133 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

126. Adjust the The supply fan VFD increases Pressure of Outside:
discharge air static the frequency and speeds up ___________
pressure above the the fan to meet the new
0.02” w.c. set point discharge air static pressure Static Pressure of Space:
in comparison to set-point. ___________
the outdoors
--or-- New Static Set-
Increase the point:______
discharge air static
pressure set-point Frequency @ New Set-
just under the high point:______%
limit alarm
discharge air static
pressure set-point

**Choose
whichever results
in a lower adjusted
set-point and
prevents high static
alarm from
sounding

(Pressure Control)

Record issues Issue Log Item:

Initial Date

127. Adjust the high limit High static pressure alarm is New High Limit Static
alarm discharge air generated. Alarm
static pressure set-
point to be just Set-point:___________
below the current Air handling system continues
discharge air static to run under BAS control.
pressure
(High Pressure
Alarm)

Record issues Issue Log Item:

Initial Date

Page 134 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

128. Adjust the The supply fan VFD decreases Pressure of Outside:
discharge air static the frequency and slows the fan ___________
pressure below the to meet the new discharge air
0.02” w.c. set point static pressure set-point. Static Pressure of Space:
in comparison to ___________
the outdoors
--or-- New Static Set-
Decrease the point:______
discharge air static
pressure set-point Frequency @ New Set-
just under the high point:______%
limit alarm
discharge air static
pressure set-point

**Choose
whichever results
in a higher adjusted
set-point and
prevents low static
alarm from
sounding
(Pressure Control)

Record issues Issue Log Item:

Initial Date

129. Adjust the low limit Low static pressure alarm is New Low Limit Static Set-
discharge air static generated. point:_______
pressure set-point
to be just above the
current discharge
air static pressure
(Low Pressure
Alarm)

Record issues Issue Log Item:

Initial Date

130. Return the low limit The system resumes “normal” Low limit pressure alarm
pressure alarm set- operation. set-point:__________
point back to its
original value Discharge air static
pressure set-
point:__________

Record issues Issue Log Item:

Page 135 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

Initial Date

131. Return the The system resumes “normal” Low limit pressure alarm
discharge air static operation. set-point:__________
pressure set-point
back to its original Discharge air static
value pressure set-
point:__________

Record issues Issue Log Item:

Initial Date

VERIFICATION OF UNOCCUPIED OPERATION

132. Override the The supply fan is off.


occupancy to
unoccupied
The outside air damper is
closed.

Return air damper opens.

The cooling coil valve is closed.

The preheat valve is closed.

Face and bypass damper is at


full bypass.

The humidifier valve is closed.

Record issues Issue Log Item:

Initial Date

133. Adjust the zone The outside air damper is open.


temperature set- Zone temperature set-
point to 5F greater point _______F
than the current Return air dampers are open.
temperature

Page 136 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

Supply fan VFD shall be


commanded to run.

The supply fan turns on at


minimum speed for a specified
length of time.

Supply fan speed modulates to


maintain differential pressure
set-point.

The preheat valve modulates to


meet the new set-point.

Face and bypass dampers are


at full face.

Cooling coil valve is closed.

Humidifier valve is closed.

Record issues Issue Log Item:

Initial Date

134. Adjust the zone The supply fan turns off. Zone temperature set-
temperature set- point ______F
point to equal the
current The outside air damper closes.
temperature

Face and bypass dampers


remain under BAS control.

The cooling coil valve is closed.

The humidifier valve is closed.

Unit is indexed back to the


Unoccupied Mode.

Page 137 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

Record issues Issue Log Item:

Initial Date

135. Reset the schedule The system resumes “normal” Ending zone temperature
to occupied operation. set-point ______F

Record issues Issue Log Item:

Initial Date

136. Reset the zone The system resumes “normal” Ending zone temperature
temperature set- operation. set-point ______F
point back to the
original value

Record issues Issue Log Item:

Initial Date

VERFICATION OF EXHAUST FAN

137. Set the airflow set Alarm is sent to BAS.


point below the
current air flow
CFM Fan shuts off.

The discharge damper closes.

Record issues Issue Log Item:

Initial Date

138. Reset the air flow Alarm clears.


set point to original
set point though
the BAS The discharge damper opens.

The fan starts only when the


damper is proved fully open.

Record issues Issue Log Item:

Initial Date

Page 138 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

139. Set static pressure Low suction alarm is sent to


set point above BAS.
current static
pressure
Fan shuts off.

Damper modulates open.

Record issues Issue Log Item:

Initial Date

140. Reset the air flow Alarm clears.


set point to original
set point though
the BAS The discharge damper stays
open.

The fan starts only when the


damper is proved fully open.

Record issues Issue Log Item:

Initial Date

141. Reset the air flow Alarm clears.


set point to original
set point though
the BAS The discharge damper stays
open.

The fan starts only when the


damper is proved fully open.

Record issues Issue Log Item:

Initial Date

RETURN TO INITIAL CONDITIONS

142. Record test stop Recorded.


time

Record issues Issue Log Item:

Page 139 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

Initial Date

Page 140 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Final Sign-Off

Commissioning Agent Printed Name Initials Date

CONTRACTOR PRINTED NAME INITIALS DATE

General Contractor (GC)

Mechanical Contractor (MC)

Electrical Contractor (EC)

TAB Contractor (TAB)

Controls Contractor (CC)

Owner’s O&M Personnel

Page 141 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Direct Digital Control System for HVAC


Functional Performance Test
Equipment ID [Equipment ID]
Building [Building]
Location [Room]

System Description
Description:

The Direct Digital Control System (DDC) will interface with all other major items of mechanical electrical and
plumbing equipment. This is a test of the overall DDC and its network. A person with full administrative access
to the DDC is required to be present. Individual controllers are expected to be networked to the operator work
station, but also have local portals for programming and field maintenance. This is a test of the overall DDC as a
network and not the individual points of control. A corrective action report will be developed, and the step will
be tested again after the problem has been fixed. No deferred or retesting is neither expected nor scheduled.
NOTE: DDC, Operator work station, OWS, network server, and WEB server, are intended to represent the
system challenged in this FPT.

Specific testing of individual HVAC or Electrical systems is done within functional test procedures (FPT’s)
appropriately focused on those systems. Those equipment tests confirm field devices, components and specific
subsystems are responsive and values are correct for the specific MEP systems that the DDC controls. This
Test does not include those aspects of control.

Operational Assumptions:

All HVAC and Electrical systems controlled and monitored by the DDC are operating normally at the beginning of
the test, using their normal electric power source. Individual controllers, input and output objects and related
devices and applications like loop control have been fully tested at each controller.

Associated major mechanical systems, wiring and piping have been tested and are operating correctly.

There are no unusual or critical system alarms.

AHU’s, RTU’s, exhaust fans and hood exhausts have been operating normally for an hour.

Heating system is on.

Chilled water is circulating. Seasonal exception possible.

Initial Test Start Date End Date Initials


Results (Check one) Explanation:
Pass
Fail
Partial Test w/Corrective Actions
Complete Test w/Corrective Actions
Other

Re-Test 1 Start Date End Date Initials

Page 142 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Results (Check one) Explanation:


Pass
Fail
Partial Test w/Corrective Actions
Complete Test w/Corrective Actions
Other

Re-Test 2 Start Date End Date Initials


Results (Check one) Explanation:
Pass
Fail
Partial Test w/Corrective Actions
Complete Test w/Corrective Actions
Other

Deferred/Seasonal Test Start Date End Date Initials


Results (Check one) Explanation:
Pass
Fail
Partial Test w/Corrective Actions
Complete Test w/Corrective Actions
Other

Test Participants
Organization Required Optional
General Contractor
Mechanical Contractor
Electrical Contractor
TAB Contractor
Controls Contractor
Owner’s O&M Personnel

Supplies Required for Testing (To be provided by the contractor)


Tools / Supplies
Canned smoke for smoke detector testing Calibrated temperature sensing devise
Aerosol Freeze Spray If OA is above 30ºF manometer/magnahelic 0.1” gage for duct P/filter dP
manometer w/ 0.001”wc/ 0.25 Pa gage for space dP Calibrated humidity sensing devise

DDC Network Information


Manufacturer Model Number
Serial Number Other Features
Notes:

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DDC Controller Information


Manufacturer OWS Model
Number
Building Network Advanced
Controller Model Application
Model
Application Gateways or
Specific Controller other protocol
Model translation
Notes:

System Readiness Summary Checklist


Description Yes No Date
System is ready for testing.
All control system functions and interlocking systems
are programmed and operable per contract documents,
including final set-points and schedules with debugging,
loop tuning and sensor calibrations completed.
Punch list items, loop tuning and calibration complete.
DDC-operator work station (OWS), display and
communication are operational (Optional printer
temporarily added for record copy).
Installation per design documents & change orders.
O&M manuals delivered and available on site
Field-marked As-Built system schematics available.
Network devices and physical connections are
operating.
Specified contractor training completed.
Components/subsystems clearly and correctly
Identified.
Mechanical systems that interface with DDC are
connected and operational.
System is ready for testing.
All control system functions and interlocking systems
are programmed and operable per contract documents,
including final set-points and schedules with debugging,
loop tuning and sensor calibrations completed.
Punch list items, loop tuning and calibration complete.
DDC-operator work station (OWS), display and
communication are operational (Optional printer
temporarily added for record copy).
Installation per design documents & change orders.
O&M manuals delivered and available on site.
Field-marked As-Built system schematics available.

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Required Instrument Accuracy and Calibration Tolerances:


Calibrating Required
Instrument Calibration
Initial/Date Sensor Accuracy (+/-) Tolerance (+/-)
Cooling coil, chilled and condenser water temps 0.25F 0.4F
AHU wet bulb or dew point 1.0F 2.0F
Hot water coil and boiler water temp 1.0F 1.5F
Outside air, space air, duct air temps 0.25F 0.4F
Relative humidity 2% RH 5% RH
Watt-hour, voltage & amperage 2% of reading 1% of design
Pressures, air, water and gas 2% of reading 3% of design
Building differential pressure 1% of full span 0.01 in. WC
Variable frequency drive 2 Hz 2 Hz
Flow rates, water 4% of reading 4% of design
Flow rates, air 3% of reading 10% of design1
Air velocity rates 3% of reading 10% of design

Set-Points, Limits, and Schedules


AHU can be assigned a schedule. Schedule can be programmed daily.
If system runs 24 hours a day, check here. If not, fill in the occupied mode schedule below.

AM PM
Day 12 1 2 3 4 5 6 7 8 9 10 11 12 1 2 3 4 5 6 7 8 9 10 11
Sun
Mon
Tues
Wed
Thurs
Fri
Sat
Holi

Setpoint Adjustable Range


Parameter
Design Actual Design Actual
Outside Air Temperature (°F)
Preheat valve full open outside air temperature (°F)
Discharge Air Temperature (°F)
Night Setback Temperature (°F)
Night Setback Differential
Mixed Air Temperature (°F)
Minimum Start-up Fan Speed (%)
Time at Minimum Fan Speed for Start-up (min)
Average Zone Humidity (%RH)
Maximum supply air humidity (%RH)
Discharge Air Static Pressure (in H2O)
High Static Alarm (in H2O)
Low Static Alarm (in H2O)
System Shutdown High Static Limit (in H2O)

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Setpoint Adjustable Range


Parameter
Design Actual Design Actual
Damper Position

Initial Ambient Conditions


Ambient Conditions
Outside Air Temp Outside Air RH %
Observations

Trend Data Required To Support Testing


Check if trend point chart(s) and Frequency Graph(s) are provided per trend requirements shown below.
Trend Log Setup #1 - Temperature
Pre- Post Point Frequency Duration Provided
Testing Testing
Data Collection Minimum 10 minute Yes No
Frequency
Trend Log Duration Minimum one week Yes No
Trend Log Start Minimum two days before Yes No
Date/Time
Trend Log Format Distinct Yes No
color/symbol/point
Point #1 Any point in any panel Yes No
Point #2 Any point in any panel Yes No
Point #3 Any point in any panel Yes No
Point #4 Any point in any panel Yes No
Point #5 Any point in any panel Yes No
Point #6 Any point in any panel Yes No
Record Issues Issue Log Item Number:

Trend Log Setup #2 - Temperature


Pre- Post Point Frequency Duration Provided
Testing Testing
Data Collection Minimum 10 minute Yes No
Frequency
Trend Log Duration Minimum one week Yes No
Trend Log Start Minimum two days before Yes No
Date/Time
Trend Log Format Distinct Yes No
color/symbol/point
Point #1 Any point in any panel Yes No
Point #2 Any point in any panel Yes No
Point #3 Any point in any panel Yes No
Point #4 Any point in any panel Yes No
Point #5 Any point in any panel Yes No

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Trend Log Setup #2 - Temperature


Pre- Post Point Frequency Duration Provided
Testing Testing
Point #6 Any point in any panel Yes No
Record Issues Issue Log Item Number:

Functional Performance Test -- (Verify all components are ready before energizing or operating the system.)
The Commissioning Authority will make and document any changes/addition/deletions to this test procedure
required by current system conditions (i.e. weather, system load, utility availability, etc.).
R = Retest (Check () retest required) Y= Checked and Passed
C = Corrected (Check () when correction verified) N = Not Passed

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

PREPARE FOR DDC PERFORMANCE TESTING

231. Record start time Recorded Start


Time:_____(am/pm)
NOTE: a printer is DDC, OWS, Web Server are
not specified so if alternate names for the
none is available hardware and software
“print” means
“display” indicated
report.

Record issues Issue Log Item:

Initial Date

232. Observe that the Sensor / status values are Point by Point
DDC existing data represented on various group conformance, end to end
groups represent displays. continuity, proper action
various rooms and and calibration have
required data is Temperature. been completed in the
represented SRC and startup. This
Humidity. step is only to verify that
the basic system is
operational at test with
Light intensity.
no obvious problems.
Air flow dP analog.

Air flow dP status.

Record issues Issue Log Item:

Initial Date

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() () () ()

233. Demonstrate data Data is updated on DDC every **The DDC workstation
updating at least 60 seconds or sooner. and operation is not
once a minute given, need more
information on how DDC
works or how it is
setup.**

Expect to see various


values like temperature
or pressure changing on
screen due to normal
operation.

Record issues Issue Log Item:

Initial Date

234. Demonstrate Single Sensor value can be


method to calibrate changed after entering PIN at
sensors. BAS.

Calibration report of all sensors


is presented at BAS.

Record issues Issue Log Item:

Initial Date

235. Create and print Report prints (displays if printer


(display) a report of not provided) with data logged
temp, and room dP at one minute intervals.
in one minute
intervals.

Record issues Issue Log Item:

Initial Date

236. Initiate an alarm. Alarm is presented on the


Graphic it relates

An alarm message pops up or


provides notification

A record of the event is listed in


a history log.

Record issues Issue Log Item:

Initial Date

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VERIFICATION OF OPERATION WITH POWER INTERRUPTION

237. Turn off power Verify OWS and related Indicate the date and
circuit to BAS equipment shuts down as if time that power was
during a power failure. disconnected:
Wait 10 seconds
___________

Record issues Issue Log Item:

Initial Date

238. Restore normal System reboots. Indicate the time that


Power power was re-connected:
Network connections are ___________
established.
The operator has the
Time stamps are correct. option to add notes
while acknowledging
an alarm.
Outage alarms report.

Alarms return to normal.

Acknowledged alarms are


recorded with time stamp of
ACK and user ID.

Notes can be included with


acknowledge action.

Record issues Issue Log Item:

Initial Date

239. Acknowledge System reboots. Indicate the time that


Alarms power was re-connected:
Network connections are ___________
established.
The operator has the
Time stamps are correct. option to add notes while
acknowledging an
alarm.
Outage alarms report.

Alarms return to normal.

Acknowledged alarms are


recorded with time stamp of
ACK and user ID.

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Notes can be included with


acknowledge action.

Record issues Issue Log Item:

Initial Date

240. Verify networked Each controller reports normal


controllers when DDC is restored to
(building, normal power.
Advanced App,
App specific) Each controller has continued
continued to to operate with programmed
operate in values not default values.
simulated outage
OWS DDC

Record issues Issue Log Item:

Initial Date

INSTALLATION INTEGRITY

241. Present on the The data management system Note the printer is not
Operator Work network interface module and required.
Station (OWS) server monitor (and printer) are
Monitor a list of ON.
devices connected
to the network. Each field interface device,
intelligent controller or special
application processor reports it
is connected and in normal
operation.

Record issues Issue Log Item:

Initial Date

242. Change The graphic is displayed within Normal condition may not
presentation to 5 seconds. show a specific label, but
display the details alarms should have a
of any HVAC Every data point, object clear differentiation.
system. displays its name, set point Indicate the time required
value, and current condition from initiating the request
within 10 seconds of the until the values are
request. displayed:
_______ Seconds

Record issues Issue Log Item:

Initial Date

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243. Initiate any historic A graphic representation of the


trend report for data value history is presented
presentation on the on the monitor.
display.

Record issues Issue Log Item:

Initial Date

244. Print this report. The printer works.

Record issues Issue Log Item:

Initial Date

245. Use a Laptop Display is similar to OWS.


computer to
connect to system Basic monitoring and control
by various are similar to OWS.
methods.
Connects by wall stat.

Connects by controller port.

Connects by Ethernet network


port.

Record issues Issue Log Item:

Initial Date

246. Log off laptop User is identified as a device


access. while logged into system.

Log off is recorded.

Record issues Issue Log Item:

Initial Date

VERIFICATION OF WORKSTATION COMPONENTS

247. Verify minimum Support 64 client devices. Provide a general


hardware description of the BACnet
/software 10-100 MBPS 802.3 LAN. conformance, and
requirements of Record exceptions of the
the operator actual system provided in
BACnet Controller Protocol.

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ACTION REQUIRED REACTION COMMENTS
() () () ()

workstation. Operating system is Windows the following space:


NT Workstation 4, 2000 or
Note original spec later.
was not clear
about desktop so Processor speed is 600Mhz or
spec reflects higher.
expectation of the
Laptop Processor is at least Intel
Pentium III class.

Hard drive capacity is 60


gigabytes of greater.

System memory is 256 Meg or


greater.

Indicate number of serial


parallel and USB ports
available.

Monitor is 17” diagonal, .28 dot


pitch, and 740x1024 resolution.

Indicate CD or CD/RW
capability or better.

Mouse and Keyboard.

56kb v.90 Modem.

Record issues Issue Log Item:

Initial Date

PASSWORD AND ACCESS CONTROL

248. An individual with Create 1 new user and 3 new The three levels need to
administrator passwords. provide
authority will 1 - Monitoring only,
demonstrate Verify there are at least 3 levels 2 - Command and control
multiple levels of of access for different adjustment,
password passwords assigned. 3 - Program development
protection. and password
assignment.

Record issues Issue Log Item:

Initial Date

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249. Administrator shall Verify that the deleted User and


demonstrate ability PW’s no longer have access.
to delete two of the
new Users. Verify the one still works.

Record issues Issue Log Item:

Initial Date

250. Simultaneously System allows simultaneous Number of network


logon to the system access to 4 individual users. devices on network
using 4 different during user test
users. Record the number of devices ____.
in operation during the instance
of 4 users.

Record issues Issue Log Item:

Initial Date

VERIFICATION OF GRAPHIC PRINTOUT

251. Display the building Verify the graphic depicts


exterior graphic on architectural components that
the OWS. resemble the building.

Verify the graphic shows the


building title.

Record issues Issue Log Item:

Initial Date

252. Print this graphic Printer provides graphic with


screen and attach dynamic values.
to this test.

Record issues Issue Log Item:

Initial Date

253. Penetrate the Verify the building graphic


building graphic to accurately depicts the floors of
display building the building.
section graphic.

Record issues Issue Log Item:

Initial Date

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254. Print this graphic Key elements like AHU


screen and attach locations and their status
to this test. should be displayed.

Record issues Issue Log Item:

Initial Date

255. Penetrate the Verify that there are Presentation of error-


building section heating/cooling zones from-setpoint by color
graphic to display identified. gradation, alarm
a system level messages, or similar
graphic. Verify there are temperatures displays should be noted
shown in association with each below as useful visual
A real time linked
zone. presentation of system
to the value
operation.
presented in text is
Verify that all controlled
required at some
variables are shown on the
point in the
graphic.
penetration from
building view to
Verify that graphic includes
individual device
system components (i.e.
detail.
Pumps, fans, coils, dampers,
sensors, etc.)

Record issues Issue Log Item:

Initial Date

256. Print a Printer provides graphic with


representative dynamic values.
graphic screen and
attach to this test.

Record issues Issue Log Item:

Initial Date

257. Display each Verify that each graphic system


mechanical system resembles the control submittal
graphic. diagrams.

Verify that each graphic is


schematic and not simple line
diagrams.

Verify that each graphic


consists of a system.

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() () () ()

Verify the each graphic depicts


sensors and instruments in
their correct location.

Verify that each graphics point


values update dynamically.

There is an indication the


display is active and real time,
or non responsive.

Record issues Issue Log Item:

Initial Date

258. Attach one graphic Printer provides graphic with


printout to this test. dynamic values.

Record issues Issue Log Item:

Initial Date

RUNTIME ACCUMULATION (TOTALIZATION)

259. From the OWS, Verify they all go to zero hours Current runtime hours =
Display the supply run time. __________
Fan runtime for (note any exceptions)
several types of Record the time of day.
digitally controlled
equipment
expected to run
during the test.
AHU, Pumps, and
Chillers are
examples.

Record issues Issue Log Item:

Initial Date

260. Set runtimes to Display changes to show 0.0.


zero.

Record issues Issue Log Item:

Initial Date

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() () () ()

261. Verify the selected All units are running.


equipment is
running. Start the
equipment, if any
are not.

Record issues Issue Log Item:

Initial Date

262. Wait 30 minutes. Record the time of day. Current runtime hours =
__________
Selected device is stopped.

Record issues Issue Log Item:

Initial Date

263. Stop one of the Record the time of day. Current runtime hours =
controlled __________
equipment types Selected device is stopped.
started above.

Record issues Issue Log Item:

Initial Date

264. Wait two hours. Record the current runtime Current runtime hours =
hours. __________

Record the time of day. (note any exceptions)

Record issues Issue Log Item:

Initial Date

265. Return to this step Record the current runtime Current runtime hours =
at the end of the hours. __________
test.
Record the time of day. (note any exceptions)

Record issues Issue Log Item:

Initial Date

266. Display the runtime Record the current runtime Current runtime hours =
for equipment hours. __________
selected above.
Record the time of day. (note any exceptions)

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Record issues Issue Log Item:

Initial Date

267. Compare the Did the runtime increment by


results of beginning indicated time of day?
and end of test run
time values.

Record issues Issue Log Item:

Initial Date

268. Note the runtime Did the runtime value freeze at Total runtime hours =
value for the the last running value? __________
equipment stopped
during the test.

Record issues Issue Log Item:

Initial Date

VERIFICATION OF TRENDING

269. Program a trend Set trend interval to 1 minute. Record the AHU’s used
of outdoor air for this test
temperature, and Set samples stored to 360.
supply air temps AHU- ___
from two AHU’s in ___________
Start trending.
two different
controllers. AHU- ___
___________

Record issues Issue Log Item:

Initial Date

270. Wait for 30 30 minutes of trend data is


minutes. stored in the field controller.
*(While waiting
other test steps can
be executed.)*

Record issues Issue Log Item:

Initial Date

271. Display logged 30 minutes of numerical data is


values as they sent to the printer.

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would be exported Attach hardcopy to test.


to Excel file.

Record issues Issue Log Item:

Initial Date

272. Display trend data 30 minutes of graphical data is


graphically. sent to the printer.

Attach hardcopy to test.

Record issues Issue Log Item:

Initial Date

273. Upload trend data Controller data is stored on Record trend file name
to workstation file. OWS hard drive. _____________

Controller continues to
accumulate trend data.

Record issues Issue Log Item:

Initial Date

274. Transfer all trend Trends are successfully


data to Microsoft transferred to a Microsoft Excel
Excel / Text file. / Text file.
Print file and attach
to this test.

Record issues Issue Log Item:

Initial Date

DAYLIGHT SAVINGS TIME & LEAP YEAR ADJUSTMENT

275. Change the time of At midnight the date becomes


day to 23:58. February 29th.

Record issues Issue Log Item:

Initial Date

276. Change date to At midnight the date becomes


February 28, 2008. February 29th.

Record issues Issue Log Item:

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Initial Date

277. Change the time of At 2:00am the time jumps


day to 01:58. ahead to 3:00am.
Change the date to
March 8, 2008.

Record issues Issue Log Item:

Initial Date

278. Change the time of Time and date are accurate.


day and date to
current values.

Record issues Issue Log Item:

Initial Date

VERIFICATION OF POINT OVERRIDE

279. Override an analog Override command is accepted.


output point.
Override value is displayed at
OWS.

Record issues Issue Log Item:

Initial Date

280. Override an analog Override command is accepted.


input point.
Override value is displayed at
OWS.

Record issues Issue Log Item:

Initial Date

281. Override a binary Override command is accepted.


input point.
Override value is displayed at
OWS.

Record issues Issue Log Item:

Initial Date

282. Override a binary Override command is accepted.

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output point. Override value is displayed at


OWS.

Record issues Issue Log Item:

Initial Date

283. Override a virtual Override command is accepted.


point.
Override value is displayed at
OWS.

Record issues Issue Log Item:

Initial Date

284. Release all Points return to normal state.


overrides.

Record issues Issue Log Item:

Initial Date

285. Return to Run Time Earlier test step that required a


Accumulation from delay is now executed.
earlier in FPT.

Record issues Issue Log Item:

Initial Date

VERIFICATION OF ALARMS

286. Ensure the printer Printer is powered.


programmed to
receive system Printer is online to OWS.
alarms is online.

Record issues Issue Log Item:

Initial Date

287. Send an alarm Verify that analog points have


limit summary to high and low limits programmed
per specification.

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the printer. Attach hardcopy to this test.


NOTE: If no limits
are installed create
three in different
controllers for test
purpose.

Record issues Issue Log Item:

Initial Date

288. Override an AHU High limit alarm is displayed on


discharge air screen at the OWS and printed
temperature (DAT) within 5 minutes.
above its high limit
value. Graphic DAT symbol on OWS
changes color to indicate alarm
value.

Record issues Issue Log Item:

Initial Date

289. Clear AHU High limit alarm returns to


discharge air normal and is printed within 5
temperature minutes.
override.
Graphic display of point returns
to original color.

Record issues Issue Log Item:

Initial Date

290. Notify Fire AHU stops AHU Smoke alarm


department of is reported to the OWS.
planned test.
AHU Smoke alarm and AHU
OFF is reported to the OWS.

AHU Smoke alarm and AHU


OFF is reported to Fire
Systems DDC display in Lobby.

Alarm is printed.

Record issues Issue Log Item:

Initial Date

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() () () ()

291. Silence building AHU stops AHU Smoke alarm


wide horn alarm is reported to the OWS.
system for this
test. AHU Smoke alarm and AHU
OFF is reported to the OWS.

AHU Smoke alarm and AHU


OFF is reported to Fire
Systems DDC display in Lobby.

Alarm is printed.

Record issues Issue Log Item:

Initial Date

292. Initiate a duct AHU stops AHU Smoke alarm


smoke detector is reported to the OWS.
alarm.
AHU Smoke alarm and AHU
OFF is reported to the OWS.

AHU Smoke alarm and AHU


OFF is reported to Fire
Systems DDC display in Lobby.

Alarm is printed.

Record issues Issue Log Item:

Initial Date

293. Clear smoke alarm. AHU remains off.

Return to normal message is


received at the OWS.

Return to normal message is


received at the DDC fire alarm
panel.

Return to normal message is


printed.

Record issues Issue Log Item:

Initial Date

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() () () ()

294. Restart AHU. Return to normal ON is


reported at OWS and Fire
Alarm Display.

Change of status is printed.

Record issues Issue Log Item:

Initial Date

295. Reconnect building System operates normally.


fire alarm
annunciation.

Record issues Issue Log Item:

Initial Date

296. Notify fire System operates normally.


department, owner,
and O&M staff that
test is over.

Record issues Issue Log Item:

Initial Date

297. Attach hardcopy of Printer records / verifies results


alarms. of alarm test.

Record issues Issue Log Item:

Initial Date

START / STOP FEEDBACK DELAY

298. Override the chilled Display or graphic of the chilled Note the normal cycle
water pump status water system shows override time before values are
input to OFF from status of pump feedback point. updated on the display
the OWS. __________________
sec/min

Record issues Issue Log Item:

Initial Date

299. Manually start the Verify that a status alarm is Alarm delay time =
chilled water pump received and record the delay __________________
from the OWS. in seconds.

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() () () ()

Record issues Issue Log Item:

Initial Date

300. Manually stop the Verify the status alarm Alarm reset delay =
chilled water pump automatically resets and record _________________
from the OWS. the delay.

Record issues Issue Log Item:

Initial Date

SCHEDULING

301. Display a schedule Display shows that equipment The schedule may call for
summary of all like Supply Fans have a start and stop or Day and
equipment at the schedule as defined in the Night transitions
OWS. sequence of operation.
If the owner has not
Schedule has provisions for defined a specific
seven-days a week. schedule then this test
succeeds if only the
Schedule has provisions for ability to schedule is
holiday entry one full year in proven.
advance.

Schedule information is
displayed in “spreadsheet”
format.

Record issues Issue Log Item:

Initial Date

302. Display an Program and initiator exists. The intent of this test
optimized start stop step is to verify how the
schedule showing Fans and related sensors are system will “anticipate”
OAT, space assigned to the program. occupancy schedules in
temperatures and order to reach occupied
equation for start space conditions no later
advance. than the scheduled time.
At time of test record the:

Outside air temperature:


____’F

Critical Space
temperature: _____’F

Optimum start time


range: _____min

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Record issues Issue Log Item:

Initial Date

303. Select any fan Fan stops on loss of power.


scheduled to be
running. Alarm reports to BAS.

When power is restored fan is


restarted automatically because
it is still in the scheduled run
time.

Record issues Issue Log Item:

Initial Date

304. Disconnect power Fan stops on loss of power.


simulating an
outage. Alarm reports to BAS.

When power is restored fan is


restarted automatically because
it is still in the scheduled run
time.

Record issues Issue Log Item:

Initial Date

305. After one minute Fan stops on loss of power.


restore power.
Alarm reports to BAS.

When power is restored fan is


restarted automatically because
it is still in the scheduled run
time.

Record issues Issue Log Item:

Initial Date

306. Print a hardcopy of Attach hard copy to this test


the listed summary form.
reports.

Record issues Issue Log Item:

Page 165 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

Initial Date

SOFTWARE COMMUNICATIONS

307. Disconnect power Loss of communication is


Controller Address =
from any reported to the OWS.
______________
controller. This is
the “first” Loss of communication is Controller Location =
controller for this printed at OWS. _____________
test.
Controller Model =
Time delay for report does not
NOTE: If _____________
exceed 1 minute.
controllers are on
local UPS only the Time delay before
loss of power will reported _____Sec
be reported. If so
then turn off the
power to
communication
device.

Record issues Issue Log Item:

Initial Date

308. Verify other Access to data values and


controllers continue execution of commands is not
to operate affected by loss of one network
normally. controller.

Record issues Issue Log Item:

Initial Date

309. Program a Loss of communication is The panels may be in the


scheduled event reported to the OWS. same physical location or
(a fan starts) to far apart, it is the location
happen in the Loss of communication is on the network cable that
immediate future printed. is important. If a Hub
in the controller style network they should
second on the The controller between two be on the same Hub.
network from the failed controllers continues to
first. operate. Controller Address =
_____________

Controller Location
=_____________

Controller Model =
______________

Page 166 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

Record issues Issue Log Item:

Initial Date

310. Disconnect power Loss of communication is The panels may be in the


from the “second” reported to the OWS. same physical location or
controller before far apart, it is the location
the scheduled Loss of communication is on the network cable that
event. printed. is important. If a Hub
style network they should
The controller between two be on the same Hub.
failed controllers continues to
operate. Controller Address =
_____________

Controller Location
=_____________

Controller Model =
______________

Record issues Issue Log Item:

Initial Date

311. Wait for the time Communication normal Note time power restored
of the scheduled message is received at the to controllers
event to pass by OWS. First Controller
at least two ________
minutes. Communication normal
message is printed. Second Controller
________
DDC monitor.

Both controllers recover and Note time stamp


operate on the network as controllers report Return
before the outage. to DDC system

Data exchanged to synchronize First Controller


clocks. ________

Update changes will include Second Controller


execution of the event ________
scheduled during outage, and
report the analog alarm.

Record issues Issue Log Item:

Initial Date

Page 167 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

312. Reconnect the Communication normal Note time power restored


network wiring to message is received at the to controllers
both controllers. OWS. First Controller
(note record the ________
time each one is Communication normal
powered on) message is printed. Second Controller
________
DDC monitor.

Both controllers recover and Note time stamp


operate on the network as controllers report Return
before the outage. to DDC system

Data exchanged to synchronize First Controller


clocks. ________

Update changes will include Second Controller


execution of the event ________
scheduled during outage, and
report the analog alarm.

Record issues Issue Log Item:

Initial Date

313. Attach hardcopy of Printer record verifies results of


alarms. alarm test.

Record issues Issue Log Item:

Initial Date

314. Verify operations Operations are normal.


are restored as
normal.

Record issues Issue Log Item:

Initial Date

GLOBAL PARAMETER MODIFICATION

315. From the OWS All controllers are reporting All controllers should be
sample control normally. on line and should

Page 168 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

points to identify Each controller includes a list of update their clock time to
that required control parameters including be synchronous to the
control parameters set points, PID gains and master clock.
(line code delays, dead band range,
variables) exist for schedules, and alarm limits are
each controller. available for the points
This is not an all associated with the controller.
point review, but
does require
validation of each
controller.

Record issues Issue Log Item:

Initial Date

316. Change the time All Controller Equipment Not all controllers will use
value of the central Programs show the revised a central OAT. If they do
clock and the time. not show the revised
temperature value value verify they are
of the common All Controller Equipment using some other specific
Outside Air. Programs show changed OAT. measured value as an
exception to the universal
OAT.

Record issues Issue Log Item:

Initial Date

317. Restore correct System returns to normal


values for time and operation within 5 minutes.
OAT.
Controller parameters match
OWS.

Record issues Issue Log Item:

Initial Date

DISTRIBUTED PARAMETER MODIFICATION MANUAL AND AUTOMATIC REST

318. Connect directly Normal operation continues.


by laptop or other
handheld A list of values including set
communication points, PID gains and delays,
device to a field dead band range, schedules,
controller. and alarm limits are available
for evaluation and modification.

Record issues Issue Log Item:

Page 169 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

Initial Date

319. From the direct Normal operation continues.


connect field
interface provide a A list of values including set
list of control points, PID gains and delays,
parameters for all dead band range, schedules,
controlled and alarm limits are available
equipment for evaluation and modification.
connected to this
panel.

Record issues Issue Log Item:

Initial Date

320. List the Boiler The hot water supply set point The intent of this step is
System Reset is reduced. to verify that the DDC
input parameters. system can be modified
globally from a local field
control panel.

Record issues Issue Log Item:

Initial Date

321. Change the listed The hot water supply set point The intent of this step is
Outside Air Temp is reduced. to verify that the DDC
values above system can be modified
actual. globally from a local field
control panel.

Record issues Issue Log Item:

Initial Date

322. Restore normal Boiler water returns to value


control values. before the test.

Record issues Issue Log Item:

Initial Date

323. Disconnect the Panel continues to operate, an Check passwords,


network cable from alarm “loss of panel” reports to default set points and
the field controller. OWS. schedules on loss of
network.

Record issues Issue Log Item:

Initial Date

Page 170 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

324. The previous 6 The sample controller selected IF there is some reason
steps can be represents all controllers on to suspect differences in
repeated for a network. communication from
sample controller in different areas to DDC
other zones. OR then repetition of the
preceding 12 steps for
Additional controllers were each of those areas
tested and each controller would be useful.
succeeded as described above.

Record issues Issue Log Item:

Initial Date

PROGRAM TRANSFER

325. Change a Verify the program is Controller Address


parameter to successfully uploaded and _____________
create a unique stored at the OWS.
file and Initiate an Controller Location
upload of the _____________
application
program from any Controller Model
controller from ______________
OWS.
PC file name
_______________

Record issues Issue Log Item:

Initial Date

326. Correct the Verify the program is


parameter changed successfully downloaded to the
and Initiate a controller.
download of the
application Verify the controller is properly
program file functioning after the download.
uploaded in the
previous step.

Record issues Issue Log Item:

Initial Date

327. Restore physical System operates normally.


set point or other
logical changes to
pre test conditions.

Record issues Issue Log Item:

Page 171 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

Initial Date

328. Return to Run Time Earlier test step that required a This is a reminder for
Accumulation delay is now executed. closure of steps initiated
earlier in FPT. in Run Time
Record runtime in test step Accumulation.
above.

Record issues Issue Log Item:

Initial Date

329. Restore normal Record action results in steps This is a reminder for
power to DDC from above. closure of steps initiated
UPS test, if not in “Installation Integrity”
already done. and “Trending” sections
above.

Record issues Issue Log Item:

Initial Date

330. Stop Trend log and Record action results in steps This is a reminder for
print files when above. closure of steps initiated
done. in “Installation Integrity”
and “Trending” sections
above.

Record issues Issue Log Item:

Initial Date

RETURN TO NORMAL CONDITIONS

331. Record test stop Recorded Time_________(am/pm)


time

Record issues Issue Log Item:

Initial Date

Sensor Verification
All field-installed sensors and gages on this piece of equipment shall be observed for appropriate readings during
the execution of the HVAC systems FPT.
Confirm the following devices and values are provided in the DDC graphics
Device parameter Presents on graphic Trend Log Limit Alarm / failure
Electric Meter Yes /NO Yes /NO Yes /NO fault

Page 172 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

kW (demand level) Yes /NO value& Yes /NO value Yes /NO level 1
level 1 alarm
Yes /NO alarm L2 Yes /NO level 2
Yes /NO alarm L3 Peak history Yes /NO level 3
kWh (use history) Yes /NO Yes /NO daily Yes /NO
Yes /NO monthly Yes /NO
Yes /NO annual Yes /NO
Water Yes /NO Yes /NO Yes /NO fault
100 Gallons Yes /NO Yes /NO daily Yes /NO peak high
Yes /NO monthly Yes /NO peak low
Yes /NO annual
Gas Yes /NO Yes /NO Yes /NO fault
100 CCF Yes /NO Yes /NO daily Yes /NO peak high
Yes /NO monthly Yes /NO peak low
Yes /NO annual
OUTSIDE Air T Yes /NO Yes /NO daily Yes /NO fault
Yes /NO monthly
Yes /NO annual

Device Verification
The actuators or devices listed equipment shall be observed for appropriate action during the execution of the
HVAC systems FPT.

Page 173 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Final Sign-Off

Commissioning Agent Printed Name Initials Date

CONTRACTOR PRINTED NAME INITIALS DATE

General Contractor (GC)

Mechanical Contractor (MC)

Electrical Contractor (EC)

TAB Contractor (TAB)

Controls Contractor (CC)

Owner’s O&M Personnel

Page 174 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Grounding & Bonding for Electrical Systems


Functional Performance Test
Equipment ID [Equipment ID]
Building {Building]
Location [Room]

System Description
Description:

Operational Assumptions:

Initial Test Start Date End Date Initials


Results (Check one) Explanation:
Pass
Fail
Partial Test w/Corrective Actions
Complete Test w/Corrective Actions
Other

Re-Test 1 Start Date End Date Initials


Results (Check one) Explanation:
Pass
Fail
Partial Test w/Corrective Actions
Complete Test w/Corrective Actions
Other

Re-Test 2 Start Date End Date Initials


Results (Check one) Explanation:
Pass
Fail
Partial Test w/Corrective Actions
Complete Test w/Corrective Actions
Other

Page 175 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Deferred/Seasonal Test Start Date End Date Initials


Results (Check one) Explanation:
Pass
Fail
Partial Test w/Corrective Actions
Complete Test w/Corrective Actions
Other

Test Participants
Organization Required Optional
General Contractor
Mechanical Contractor
Electrical Contractor
TAB Contractor
Controls Contractor
Owner’s O&M Personnel

Test Equipment Required (to be provided by the Contractor)


Test Name Equipment Description
Bolt Torque Calibrated torque wrench
Contact Resistance Four-probe Digital Low Resistance Ohmmeter (DLRO)
Voltage/Continuity DVM
Fall of Potential Fall-of-Potential Ground Resistance Tester

Functional Performance Test -- (Verify all components are ready before energizing or operating the system.)
The Commissioning Authority will make and document any changes/addition/deletions to this test procedure
required by current system conditions (i.e. weather, system load, utility availability, etc.).
R = Retest (Check () retest required) Y= Checked and Passed
C = Corrected (Check () when correction verified) N = Not Passed

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

PRE-TEST VISUAL MECHANICAL INSPECTION

332. Verify equipment Equipment identification and


identification. plan location matches shop
drawings and specifications.

Field wiring terminations match


record drawings.

Record issues Issue Log Item:

Initial Date

Page 176 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

333. Confirm that Connections to equipment


system is installed ground buses per drawings.
per contract
documents with Connections to equipment
indicated enclosures/cases per drawings.
connections to
each unit of Connections to wire mesh
electrical fence per drawings.
equipment
Gate grounding jumper
installed per drawings.

Connections to main cold water


pipes per drawings and specs.

Connections to dry type


transformers per drawings and
specs.

Measured diameter of bare


copper conductor corresponds
to diameter of specified
conductors.

Conduits with grounding


bushings and full-size bonding
conductors.

All busses mounted on standoff


neoprene insulators.

Record issues Issue Log Item:

Initial Date

334. Observe condition No visible damage to cable.


of ground ring
before backfill Cable depth a minimum of 3’0”.
and/or cover
applied.
Ground rod configuration and
depth as shown on drawings.

Record issues Issue Log Item:

Initial Date

Page 177 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

335. Observe main Dimensions as specified ____


ground wall long, 4” x ¼”.
mounted grounding
bar. Standoff distance 5” from wall
as shown on drawings.

Connections are welded or


bolted as per the approved
submittals and construction
drawings.

Record issues Issue Log Item:

Initial Date

336. Observe electrical Buses: Copper, ¼” x 2” x10”


closet ground minimum, length as shown on
buses drawings.

Buses mounted on standoff


neoprene insulator - standoff
distance 1” from wall as shown
on drawings.

Bus length to accommodate


100% spare.

Connections are welded or


bolted as per the approved
submittals and construction
drawings.

Record issues Issue Log Item:

Initial Date

337. Observe telecom Buses: Copper, ¼” x 2” x8”


closet ground provided by each telecom
buses backboard.

Record issues Issue Log Item:

Initial Date

338. Inspect Cables do not rotate with


compression type respect to each other or to steel
and exothermically column, etc. (All connections
welded are solid).
connections

Record issues Issue Log Item:

Page 178 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

Initial Date

339. Inspect grounding Connection point is per (not


connection at beyond service disconnect)
service entrance NEC 250-23.

Neutral is solidly grounded at


service disconnect, and at no
point beyond.

Record issues Issue Log Item:

Initial Date

340. Grounding connections are


Verify equipment
made with non-reversible
grounding
connections.
conductor
termination.

Record issues Issue Log Item:

Initial Date

341. Verify tightness of Bolted torque should comply Record data in Contact
accessible bolted with NETA Table 100.12 unless Integrity Table Bolt
electrical manufacturer specified values Torque
connections with are listed on the equipment.
calibrated torque
wrench. If Contractor’s Test Reports are
received and used in lieu of
100% testing, perform random
checks of tightness of bolted
electrical connections.
Randomly Test 10% of
connections. If any are not
tight, test 100%.

Record issues Issue Log Item:

Initial Date

GROUNGING ELECTRICAL INTEGRITY

342. Perform resistance Resistance shall be less than Note: For connections
test of non- 500 micro-ohms. that are inaccessible or

Page 179 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

accessible bolted Compare connection resistance unable to be verified by


electrical system to values of similar torque (ex: welded
connections using connections. Values should be connections), conduct a
a Digital Low within 10% of each other. DLRO measurement of
Resistance connection resistance
Ohmmeter (DLRO) across connection from
and non-bolted closest accessible point
electrical system on each side.
connections using
a DVM. Record Data in Contact
Integrity Table –
DLRO/DVM

Record issues Issue Log Item:

Initial Date

343. Verify the ground


system is complete
(connections to
building steel,
water main etc.)
and tested prior to
performing the final
“system” fall of
potential.

Record issues Issue Log Item:

Initial Date

344. Perform and The curve should be “flat”


evaluate a Fall-of- between Y1 and Y2 The fall of potential test
Potential test on consists of plotting the
the grounding The resistance value at ratio of V/I-R as a
system. distance Y is effective function of probe
resistance of the electrode or spacing. A value of
system. impedance is obtained at
Y, Y1 and Y2. This
Results are less than or equal impedance is plotted as a
to 10 ohms. function of distance, and

Page 180 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

the value in ohms at


which this plotted curve
appears to level out is
taken as the impedance
value of the ground
under test.

If the curve is not flat


between Y1 and Y2
additional impedance
measurements must be
taken. Position the
potential probe at several
additional distances
between the electrode
and current probe Z.
Record distances and
plots the impedance to
obtain the flat area of the
curve.

Attach a copy of the Fall-


of-Potential contractor’s
test report on all
individual ground rods.

Record values in Fall of


Potential Table.

Record issues Issue Log Item:

Initial Date

Page 181 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Test Equipment Used:


Test Name Manufacturer Model Number Serial Number Calibration
(Date)

Page 182 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Connection Integrity
Torque
Conductor Description DLRO/DVM Continuity
Verified Date
Verified
From (A) To (B) (A) (B) (A) (B)

Page 183 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Torque
Conductor Description DLRO/DVM Continuity
Verified Date
Verified
From (A) To (B) (A) (B) (A) (B)

Page 184 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Fall of Potential
Electrode Distance Distance Distance
ID (Y1) Distance Y (Y2) (Z) Resistance AT RH Date

AT=Ambient Temperature
RH = Relative Humidity

Page 185 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Final Sign-Off

Commissioning Agent Printed Name Initials Date

CONTRACTOR PRINTED NAME INITIALS DATE

General Contractor (GC)

Mechanical Contractor (MC)

Electrical Contractor (EC)

TAB Contractor (TAB)

Controls Contractor (CC)

Owner’s O&M Personnel

Page 186 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

TABLE 100.12.1
Bolt-Torque Values for Electrical Connections

US Standard Fasteners a
Heat-Treated Steel – Cadmium or Zinc Plated b

Grade SAE 1&2 SAE 5 SAE 7 SAE 8


Head Marking

Minimum Tensile
(Strength) 64K 105K 133K 150K
(lbf/in2)
Bolt Diameter Torque (Pound-Feet)
(Inches)

1/4 4 6 8 8
5/16 7 11 15 18
3/8 12 20 27 30
7/16 19 32 44 48
1/2 30 48 68 74
9/16 42 70 96 105
5/8 59 96 135 145
3/4 96 160 225 235
7/8 150 240 350 380
1.0 225 370 530 570

a. Consult manufacturer for equipment supplied with metric fasteners.


b. Table is based on national coarse thread pitch.

Page 187 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Low-Voltage Switchgear
Functional Performance Test
Equipment ID [Equipment ID]
Building [Building]
Location [Room]

System Description
Description:

Operational Assumptions:

Initial Test Start Date End Date Initials


Results (Check one) Explanation:
Pass
Fail
Partial Test w/Corrective Actions
Complete Test w/Corrective Actions
Other

Re-Test 1 Start Date End Date Initials


Results (Check one) Explanation:
Pass
Fail
Partial Test w/Corrective Actions
Complete Test w/Corrective Actions
Other

Re-Test 2 Start Date End Date Initials


Results (Check one) Explanation:
Pass
Fail
Partial Test w/Corrective Actions
Complete Test w/Corrective Actions
Other

Page 188 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Deferred/Seasonal Test Start Date End Date Initials


Results (Check one) Explanation:
Pass
Fail
Partial Test w/Corrective Actions
Complete Test w/Corrective Actions
Other

Test Participants
Organization Required Optional
General Contractor
Mechanical Contractor
Electrical Contractor
TAB Contractor
Controls Contractor
Owner’s O&M Personnel

Test Instruments (To Be Provided By the Contractor)


Recommended Test Equipment (or Equivalent):
Test Equipment Description
Bolt Torque Calibrated torque wrench
Wiring Impedance Low impedance ac millammeter
Sound Level Calibrated decibel meter

System Readiness Summary Checklist


Description Yes No Date
System Ready for Test
Required Personnel Available
Required Tools/Test Equipment/Supplies Available
Required Safety Equipment Available

Page 189 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Functional Performance Test -- (Verify all components are ready before energizing or operating the system.)
The Commissioning Authority will make and document any changes/addition/deletions to this test procedure
required by current system conditions (i.e. weather, system load, utility availability, etc.).
R = Retest (Check () retest required) Y= Checked and Passed
C = Corrected (Check () when correction verified) N = Not Passed

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

PRE-TEST VISUAL MECHANICAL INSPECTION

345. Safe conditions


(protective gear in-
place, available &
procedures
observed)

Record issues Issue Log Item:

Initial Date

346. Verify panelboard Isolation transformer installed


installations with electrostatic shield
between primary and
secondary winding and
connected to ground.

Completed panelboard
schedules.

Appropriate anchorage.

Required area clearances. 3 ft


in front and 30 in wide.

No physical damage.

Breaker casing does not have


cracks.

Correct alignment.

Record issues Issue Log Item:

Initial Date

347. Inspect panelboard Free of Corrosion, dents,


doors, panels, and scratches, fit.
sections
No missing screws.

No open unused knockouts.

Page 190 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

No missing hardware.

Record issues Issue Log Item:

Initial Date

348. Verify panelboard Volts:______.


configuration and
nameplate data Bus Amps: _____A.
matches shop
drawings, one-line
diagram and 3ph, 4W.
specification

Frequency: 60hZ.

Enclosure: ______.

Transformer _____KVA.

Transformer _____V.

Transformer class _____


insulation rating.

Transformer 60Hz.

Main Breaker Max. Rating.


____ Amp.

Panelboard arrangement
_____# of circuits.

______ Percent Spares.

______ Space.

Neutral size _______.

Page 191 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

LIM installed provides


continuous monitoring of
impedance of each phase to
ground.

LIM combined analog and


digital display.

LIM capable of detecting all


combinations of capacitive,
resistive, balanced, unbalanced
and hybrid faults.

LIM contains audible alarm and


alarm silence button.

LIM contains Indication LEDs.

LIM contains Test Button.

LIM contains remote terminal


connections.

Record issues Issue Log Item:

Initial Date

349. Verify panelboard Solid neutral mounted in main


equipment circuit breaker compartment
grounding with main lugs, is insulated.

Neutral is bonded to ground.

Frame and enclosure


connected to ground bus.

Breaker and feeder equipment


grounding conductors/conduit
are connected to ground bus.

Record issues Issue Log Item:

Initial Date

Page 192 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

350. After testing is Primary feeder cable Bolted torque should


performed on the connections properly torqued comply with NETA Table
panelboard, verify and marked. 100.12 unless
tightness of main manufacturer specified
connections values are listed on the
equipment.

Test Name: Feeder


Termination Torque
Reference Equip. Table

Record issues Issue Log Item:

Initial Date

CAUTION:
Before performing the next step, verify that all “Lock-Out / Tag-Out” safety precautions have been adhered to.

351. Operate each Breaker opens and closes in a


circuit breaker (5) smooth motion without binding.
times to ensure
smooth operation

Record issues Issue Log Item:

Initial Date

ELECTRICAL INTEGRITY

352. Measure sound 25bB for 5kVA or less Test Name: Sound level
level of isolation transformer. Reference Equip. Table
transformer
30dB for 7.5 kVA transformer.

35dB for 10 and 15kVA


transformers.

40dBfor 20 and 25kVA


transformers.

Record issues Issue Log Item:

Initial Date

353. Perform continuity Correct continuity is verified.


check on each
branch circuit

Page 193 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

Record issues Issue Log Item:

Initial Date

354. Measure each Impedance shall exceed Test Name: Wire


isolated wiring 200,000 ohms. Impedance Reference
impedance to Equip. Table
ground Record results as a
reference for subsequent
line-impedance
evaluation.
Record results in Data
Table

Record issues Issue Log Item:

Initial Date

LINE ISOLATION MONITOR

355. Isolation power Green signaling lamp is


panel is in normal indicated on the panel.
operation
Green signal shall be indicated
at the remote monitoring
station.

Record issues Issue Log Item:

Initial Date

356. Ground each line of Red signaling lamp is Record results in Data
the energized illuminated and local alarm is Table
distribution system annunciated.
through a resistor
200 times the Green signal shall be indicated
measured line at the remote monitoring
voltage station.

Alarm resets automatically after


ground is removed.

Record issues Issue Log Item:

Initial Date

357. During each line Local and Remote Audible Record results in Data
grounding test alarm silences. Table

Page 194 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

press the audible Local and Remote Red


alarm silence indicating light remains
button illuminated.

Record issues Issue Log Item:

Initial Date

358. Activate test switch Red signaling lamp is


illuminated and local alarm is
annunciated.

Red signal shall be indicated at


the remote monitoring station.

Alarm resets automatically after


release of test switch.

Record issues Issue Log Item:

Initial Date

FINAL INSPECTION

359. At the conclusion of All hardware in place and


testing, inspect properly torqued.
interior hardware
and electrical Compartments clear of tools
terminations and hardware.

Record issues Issue Log Item:

Initial Date

Page 195 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Test Equipment Used:


Test Name Manufacturer Model Number Serial Number Calibration (Date)

Panel Data

Parameter Data
Equipment ID:
Manufacturer:
Model Number:
Serial Number:
Mfgr. Date:
Bus Amps:
Volts:
Phase/Wire/Frequency:
Enclosure NEMA Rating:
Short Circuit Rating:
Isolation Transformer KVA
Isolation Transformer Voltage
LIM Manufacturer

Page 196 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Feeder Termination Torque (Newton Meters or Foot-Pounds)


Bolt or Lug A B C N G
Feeder Lugs
Feeder Lugs

Sound Level
Transformer ________ KVA Sound Level (Decibel)

Wire Impedance (200,000 OHMS)

Conductor Torque Verified DLRO/DVM Continuity Date


From (A) To (B) (A) (B) (A) (B) Verified

Page 197 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title Template]
[Project Location Templete]

Alarm Test Alarm Silence


Conductor Volts Resistor Local Local Remote Alarm Audible Alarm Light
Light Audible Lights Resets Local Remote Local Remote
(On/Off) (On/Off) (On/Off) (On/Off) (On/Off) (On/Off) (On/Off) (On/Off)

Page 198 of 274


FUNCTIONAL PERFORMANCE TESTING TEMPLATE
[Project Title]
[Project Location]

Final Sign-Off

Commissioning Agent Printed Name Initials Date

CONTRACTOR PRINTED NAME INITIALS DATE

General Contractor (GC)

Mechanical Contractor (MC)

Electrical Contractor (EC)

TAB Contractor (TAB)

Controls Contractor (CC)

Owner’s O&M Personnel

Page 199 of 274


[Date]
[Project Title]
[Project Location]

Switchboards
Functional Performance Test
Equipment ID [Equipment ID]
Building [Building]
Location [Room]

System Description
Description:

Operational Assumptions:

Initial Test Start Date End Date Initials


Results (Check one) Explanation:
Pass
Fail
Partial Test w/Corrective Actions
Complete Test w/Corrective Actions
Other

Re-Test 1 Start Date End Date Initials


Results (Check one) Explanation:
Pass
Fail
Partial Test w/Corrective Actions
Complete Test w/Corrective Actions
Other

Re-Test 2 Start Date End Date Initials


Results (Check one) Explanation:
Pass
Fail
Partial Test w/Corrective Actions
Complete Test w/Corrective Actions
Other

Page 200 of 274


[Date]
[Project Title]
[Project Location]

Deferred/Seasonal Test Start Date End Date Initials


Results (Check one) Explanation:
Pass
Fail
Partial Test w/Corrective Actions
Complete Test w/Corrective Actions
Other

Test Participants
Organization Required Optional
General Contractor
Mechanical Contractor
Electrical Contractor
TAB Contractor
Controls Contractor
Owner’s O&M Personnel

Pre-Functional Performance Test Summary


Description Yes No Date
System ready for test
Required personnel available
Required tools/test equipment/supplies available
Required safety equipment available

TEST INSTRUMENTS (to be provided by the Contractor)

Test Equipment Required:


Test Name Equipment Description
Contact Resistance Four-probe Digital Low Resistance Ohmmeter (DLRO)
Insulation Resistance Megger-battery or line-powered (Hand-crank not acceptable)
DI Electric Withstand High Potential Tester
Bolt Torque Calibrated torque wrench
Relay Operation Variable AC Voltage source
Voltage/Continuity DVM

Page 201 of 274


[Date]
[Project Title]
[Project Location]

Functional Performance Test -- (Verify all components are ready before energizing or operating the system.)
The Commissioning Authority will make and document any changes/addition/deletions to this test procedure
required by current system conditions (i.e. weather, system load, utility availability, etc.).
R = Retest (Check () retest required) Y= Checked and Passed
C = Corrected (Check () when correction verified) N = Not Passed

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

PRE-TEST VISUAL MECHANICAL INSPECTION

360. Safe conditions


(protective gear in-
place, available &
procedures
observed)

Record issues Issue Log Item:

Initial Date

361. Inspect the exterior No evidence of damage.


of the switchgear
Surfaces are clean.

All doors, panels, and hardware


present.

All doors swing freely, latch in


open and closed positions.

Feeder cable/bus routing


doesn’t obstruct access for
operation or maintenance.

Record issues Issue Log Item:

Initial Date

362. Verify anchoring Anchor bolts are provided in


locations shown on
manufacturer's drawings.

Record issues Issue Log Item:

Initial Date

Page 202 of 274


[Date]
[Project Title]
[Project Location]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

363. Verify ratings and Volts: 480/277V.


configuration.
Nameplate data Amps: 4000A.
match shop
drawings and
specifications 3ph, 4W.

Frequency: 60hZ.

Interrupting Rating: 65kAIC.

Enclosure: NEMA 1.

Record issues Issue Log Item:

Initial Date

364. Verify permanent Equipment labeled with name


labels are installed plates which are black
engraved surface on white core
for normal power circuits and
red engraved surface on white
core for emergency power
circuits.

Labels include unit number,


voltage, and origin of service.

Record issues Issue Log Item:

Initial Date

365. TVSS provided as Conductor length is as short as


required by possible.
drawings
Conductor bends are
minimized.

Conductors are no longer than


24 inches.

Installed on load side of main


circuit breaker.

Indicator lights are functional.

Page 203 of 274


[Date]
[Project Title]
[Project Location]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

Surge event operation counter


reads zero.

TVSS is equipped with remote


monitoring contacts.

Record issues Issue Log Item:

Initial Date

366. Inspect the control Control wires are supported


wiring for proper well clear of the path of
support, routing, movement of breakers and
protection auxiliary device trays.

All wires labeled both ends.

Control wire termination


connections tight and cannot be
pulled from connection.

The wire bundle at the door is


supported clear of the hinge.

Record issues Issue Log Item:

Initial Date

367. Verify rating of all Fuse and circuit breaker ratings


control circuit match drawings.
protective devices
match shop Device labels match drawings.
drawings

Record issues Issue Log Item:

Initial Date

368. Verify control Control power transformer


power transformer installation per the schematic
installation drawings.

Record issues Issue Log Item:

Initial Date

Page 204 of 274


[Date]
[Project Title]
[Project Location]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

369. Verify grounding Connection from station ground


grid to equipment ground bus.
(possibly at multiple locations).

Frames and enclosures bolted


to ground buss.

Breaker and feeder equipment


grounding conductor/conduit
are connected to the ground
buss.

Measured diameter of bare


copper conductor corresponds
to diameter of specified
conductors.

Neutral is bonded to ground at


switchgear, not transformer.

Record issues Issue Log Item:

Initial Date

370. Verify provision Remove circuit breaker using


and proper device and confirm full
operation of operation.
integral rail
mounted, breaker Confirm that lifter travels entire
lifting device length of switchgear smoothly
to the end of travel.

Record issues Issue Log Item:

Initial Date

371. Operate each Breaker opens and closes in a


circuit breaker (5) smooth motion without binding.
times to ensure
smooth operation

Record issues Issue Log Item:

Initial Date

Page 205 of 274


[Date]
[Project Title]
[Project Location]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

ELECTRICAL INTEGRITY

372. Disconnect PTs,


CPTs, surge
arrestors, and
circuit breakers

Record issues Issue Log Item:

Initial Date

373. Disconnect the


main bonding
jumpers at the
switchgear

Record issues Issue Log Item:

Initial Date

374. Perform an Minimum insulation resistance Record results in


insulation shall be 100 Megohms. Insulation Resistance
resistance test at Data Table.
1000VDC on each
bus section, phase- Test with all circuit
to-phase and breakers in the closed
phase to ground position
with the circuit
breakers Test for one minute in
connected in the accordance with NETA
closed position Table 100.1.

Feeder conductors
should not be terminated

Record issues Issue Log Item:

Initial Date

375. Perform an Minimum insulation resistance Record results in


insulation shall be 100 Megohms. Insulation Resistance
resistance test at Data Table
1000 VDC on the
neutral bus section Test for one minute in
to ground accordance with NETA
Table 100.1.

Record issues Issue Log Item:

Page 206 of 274


[Date]
[Project Title]
[Project Location]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

Initial Date

376. With the breaker in Readings are within 50% of the Record results in Contact
the closed position, average value. Resistance Data Table.
measure the
contact resistance
of each phase of
circuit breakers
rated 400A and
greater

Record issues Issue Log Item:

Initial Date

377. Re-connect the


main bonding
jumpers and verify
tightness with a
calibrated torque
wrench

Record issues Issue Log Item:

Initial Date

378. Reconnect surge,


arrestors, TVSS,
CPT’s, and PTs

Record issues Issue Log Item:

Initial Date

379. Reconnect CT
grounds

Record issues Issue Log Item:

Initial Date

380. Primary connections properly


After testing is torqued and marked. Record results in Feeder
performed on the Termination Torque Data
switchboard, verify Bus-to-bus connections Table.
tightness of field properly torqued and marked.

Page 207 of 274


[Date]
[Project Title]
[Project Location]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

landed feeder TVSS connections are properly Bolted torque should


terminations and torqued and marked. comply with NETA Table
bus-to-bus 100.12 unless
connections manufacturer specified
values are listed on the
equipment.

Secondary distribution
feeder connections are
not included in the test.

Black marker marked


across the head of the
bolt and bus.

Record issues Issue Log Item:

Initial Date

FUNCTIONAL TRIP TESTS

381. Test the long time Long delay current pick up and Record results in Current
delay (seconds) time delay per coordination Injection Data Table.
and long time study.
pickup current
(amperes) setting
on device breakers
rated 400A and
greater, by using
primary current
injection.

Record issues Issue Log Item:

Initial Date

382. Test the short time Short delay current pick up and Record results in Current
delay (seconds) time delay per coordination Injection Data Table.
and short time study.
pickup current
(amperes) setting
on device breakers
rated 400A and
greater, by using
primary current
injection

Record issues Issue Log Item:

Page 208 of 274


[Date]
[Project Title]
[Project Location]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

Initial Date

383. Test the Instantaneous pick up per Record results in Current


instantaneous time coordination study. Injection Data Table.
delay (seconds)
and instantaneous
time pickup current
(amperes) setting
on device breakers
rated 400A and
greater, by using
primary current
injection

Record issues Issue Log Item:

Initial Date

384. Test the ground Ground fault pick up per Record results in Current
fault time delay coordination study. Injection Data Table.
(seconds) and
ground fault time
pickup current
(amperes) setting
on device breakers
rated 400A and
greater, by using
primary current
injection.

Record issues Issue Log Item:

Initial Date

METERING

385. Verify the Model Number: ____.


nameplate matches
the shop drawings Meter supply voltage matches
the AC control power supply.

Record issues Issue Log Item:

Initial Date

Page 209 of 274


[Date]
[Project Title]
[Project Location]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

386. Verify all metering Components and wire labels


circuits match the drawings.

Verify control power wiring to


the meter.

CT and PT locations, polarity,


fusing, and wiring match the
drawings.

CT poles shall have shorting


auxiliary contacts. Screws
removed from CT shorting
blocks.

Confirm tightness of all (100%)


CT wiring with screwdriver.

Record issues Issue Log Item:

Initial Date

387. Verify the correct 3ph, 4w, 1000:5 CT, 480:277V


parameters have PT configuration has been
been programmed entered into the meter.
into the meter
The correct PT ratio of 480:277
has been entered into the
meter.

The correct secondary L-N


voltage 120V has been entered
into the meter.

The current transformer ratio


1000:5 has been correctly
entered into the meter.

Phase rotation is ___.

The correct frequency 60 Hz


has been entered into the
meter.

Password is ____.

Record issues Issue Log Item:

Initial Date

Page 210 of 274


[Date]
[Project Title]
[Project Location]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

FINAL INSPECTION

388. At the conclusion of All hardware in place and


testing, inspect properly torqued.
interior hardware
and electrical Compartments clear of tools
terminations and hardware.

Record issues Issue Log Item:

Initial Date

Page 211 of 274


[Date]
[Project Title]
[Project Location]

Test Equipment Used:


Test Name Manufacturer Model Number Serial Number Calibration (Date)

Temperature: ____________ Relative Humidity: ____________

Insulation Resistance (1000 VDC)


Circuit Breaker (Closed) A-B B-C C-A A-G B-G C-G N

1 Minute (Meg Ohms)

Circuit Breaker (open) A-A B-B C-C

1 Minute (Meg Ohms)

Circuit Breaker Contact Resistance


Phase A B C

(Micro Ohms)

Page 212 of 274


[Date]
[Project Title]
[Project Location]

Feeder Termination Torque (Newton Meters or Foot-Pounds)


Bolt or Lug A B C N G

Feeder Lugs

Feeder Lugs

Current Injection
Function Actual Set. Test Test Point Nominal A B C
Setting Val.

LTD

LDPU

STD

SDPU

INSTPU

GFD

GFPU

Page 213 of 274


[Date]
[Project Title]
[Project Location]

Final Sign-Off

Commissioning Agent Printed Name Initials Date

CONTRACTOR PRINTED NAME INITIALS DATE

General Contractor (GC)

Mechanical Contractor (MC)

Electrical Contractor (EC)

TAB Contractor (TAB)

Controls Contractor (CC)

Owner’s O&M Personnel

Page 214 of 274


[Date]
[Project Title]
[Project Location]

TABLE 100.1

Insulation Resistance Test Values


Electrical Apparatus and Systems

Nominal Rating Recommended Minimum


Of Equipment in Volts Minimum Test Voltage, DC Insulation Resistance in
Megohms
250 500 25
600 1,000 100
1,000 1,000 100
2,500 1,000 500
5,000 2,500 1,000
8,000 2,500 2,000
15,000 2,500 5,000
25,000 5,000 20,000
34,500 and above 15,000 100,000
In the absence of consensus standards dealing with insulation-resistance tests, the Standards Review Council suggests the
above representative values.

See Table 100.10 for temperature correction factors.

Test results are dependent on the temperature of the insulating material and the humidity of the surrounding environment at
the time of the test.

Insulation-resistance test data may be used to establish a trending pattern. Deviations from the baseline information permit
evaluation of the insulation.

Page 215 of 274


[Date]
[Project Title]
[Project Location]

TABLE 100.12.1
Bolt-Torque Values for Electrical Connections

US Standard Fasteners a
Heat-Treated Steel – Cadmium or Zinc Plated b

Grade SAE 1&2 SAE 5 SAE 7 SAE 8


Head Marking

Minimum Tensile 64K 105K 133K 150K


(Strength)
(lbf/in2)

Bolt Diameter Torque (Pound-Feet)


(Inches)
1/4 4 6 8 8
5/16 7 11 15 18
3/8 12 20 27 30
7/16 19 32 44 48
1/2 30 48 68 74
9/16 42 70 96 105
5/8 59 96 135 145
3/4 96 160 225 235
7/8 150 240 350 380
1.0 225 370 530 570

c. Consult manufacturer for equipment supplied with metric fasteners.


d. Table is based on national coarse thread pitch.

Page 216 of 274


[Date]
[Project Title]
[Project Location]

Panelboards
Functional Performance Test
Equipment ID [Equipment ID]
Building [Building]
Location [Room]

System Description
Description:

Operational Assumptions:

Initial Test Start Date End Date Initials


Results (Check one) Explanation:
Pass
Fail
Partial Test w/Corrective Actions
Complete Test w/Corrective Actions
Other

Re-Test 1 Start Date End Date Initials


Results (Check one) Explanation:
Pass
Fail
Partial Test w/Corrective Actions
Complete Test w/Corrective Actions
Other

Re-Test 2 Start Date End Date Initials


Results (Check one) Explanation:
Pass
Fail
Partial Test w/Corrective Actions
Complete Test w/Corrective Actions
Other

Page 217 of 274


[Date]
[Project Title]
[Project Location]

Deferred/Seasonal Test Start Date End Date Initials


Results (Check one) Explanation:
Pass
Fail
Partial Test w/Corrective Actions
Complete Test w/Corrective Actions
Other

Test Equipment Required (to be provided by the Contractor)


Test Name Equipment Description
Bolt Torque Calibrated torque wrench
Voltage/Continuity DVM
Insulation Resistance Battery or line-powered (Hand-crank not acceptable).
Variable Voltage Source 3-Phase variable voltage source

Test Participants
Organization Required Optional
General Contractor
Mechanical Contractor
Electrical Contractor
TAB Contractor
Controls Contractor
Owner’s O&M Personnel

Page 218 of 274


[Date]
[Project Title]
[Project Location]

Functional Performance Test -- (Verify all components are ready before energizing or operating the system.)
The Commissioning Authority will make and document any changes/addition/deletions to this test procedure
required by current system conditions (i.e. weather, system load, utility availability, etc.).
R = Retest (Check () retest required) Y= Checked and Passed
C = Corrected (Check () when correction verified) N = Not Passed

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

PRE-TEST VISUAL MECHANICAL INSPECTION

389. Safe conditions


(protective gear in-
place, available &
procedures
observed)

Record issues Issue Log Item:

Initial Date

390. Verify panelboard Completed panelboard


installations schedules.

Appropriate anchorage.

Required area clearances. 3 ft


in front and 30 in wide.

No physical damage.

Breaker casing does not have


cracks.

Correct alignment.

Feeder color-coding is:


480/277 V System as follows:
Phase A: Brown
Phase B: Orange
Phase C: Yellow
Neutral: Gray
Ground: Green

Record issues Issue Log Item:

Initial Date

391. Inspect panelboard Free of Corrosion, dents,


doors, panels, and scratches, fit.

Page 219 of 274


[Date]
[Project Title]
[Project Location]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

sections No missing hardware.

No missing screws.

No open unused knockouts.

Record issues Issue Log Item:

Initial Date

392. Verify panelboard Volts: 480/277V.


configuration and
nameplate data
matches shop Bus Amps: _____A.
drawings, one-line
diagram and
specification 3ph, 4W.

Frequency: 60hZ.

Enclosure: NEMA 1.

Main Breaker Max. Rating.


____ Amp.

Isolated Equipment Ground


Bus if applicable.

Panelboard arrangement - # of
circuits.

Neutral bus size (100%).

Extra Gutter space as


applicable.

Shunt trip as indicated.

TVSS as indicated.

Page 220 of 274


[Date]
[Project Title]
[Project Location]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

Record issues Issue Log Item:

Initial Date

393. Verify panelboard Solid neutral mounted in main


equipment circuit breaker compartment
grounding with main lugs, is insulated.

Neutral is not bonded to


ground.

Frame and enclosure


connected to ground bus.

Breaker and feeder equipment


grounding conductors/conduit
are connected to ground bus.

Record issues Issue Log Item:

Initial Date

394. Operate each Breaker opens and closes in a


circuit breaker (5) smooth motion without binding.
times to ensure
smooth operation

Record issues Issue Log Item:

Initial Date

ELECTRICAL INTEGRITY

395. Perform an Minimum insulation resistance Record results in


insulation shall be 100 Megohms. Insulation Resistance
resistance test at Table.
1000VDC, phase- Results temperature corrected
to-phase and in accordance with NETA Table Perform the test on each
phase to ground, in 100.14. bus section.
accordance with
NETA Table 100.1 Test for one minute in
accordance with NETA
Table 100.1.

Record issues Issue Log Item:

Initial Date

Page 221 of 274


[Date]
[Project Title]
[Project Location]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

396. Perform an Minimum insulation resistance Record results in


insulation shall be 100 Megohms. Insulation Resistance
resistance test at Table.
1000VDC on main
breaker, phase-to- Perform the test on each
phase and phase bus section.
to ground,
connected to the Test for one minute in
bus in the CLOSED accordance with NETA
position, in Table 100.1.
accordance with
NETA Table 100.1. Test Name: Insulation
Perform insulation Resistance
resistance test
(pole to pole) on Reference Equip. Table
main breaker with
breaker in the open
position

Record issues Issue Log Item:

Initial Date

397. At the conclusion of All hardware in place and


testing, inspect properly torqued.
interior hardware
and electrical Compartments clear of tools
terminations and hardware.

Record issues Issue Log Item:

Initial Date

FUNCTIONAL TRIP TESTS

398. Test the Long Time Long delay current pick up and Record results in Data
Delay (seconds) time delay per coordination Table.
and Long Time study.
Pickup current Test Name: Primary
(amperes) setting Current Inject. Reference
on device breakers Equip. Table
rated 400A and
greater, by using
primary current
injection

Record issues Issue Log Item:

Initial Date

Page 222 of 274


[Date]
[Project Title]
[Project Location]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

399. Test the Short Short delay current pick up and Record results in the
Time Delay time delay per coordination Circuit Breaker Current
(seconds) and study. Injection Table.
Short Time Pickup
current (amperes) Test Name: Primary
setting on device Current Inject. Reference
breakers rated Equip. Table
400A and greater,
by using primary
current injection

Record issues Issue Log Item:

Initial Date

400. Test the Instantaneous pick up per Record results in the


Instantaneous coordination study. Circuit Breaker Current
Time Delay Injection Table.
(seconds) and
Instantaneous Test Name: Primary
Time Pickup Current Inject. Reference
current (amperes) Equip. Table
setting on device
breakers rated
400A and greater,
by using primary
current injection

Record issues Issue Log Item:

Initial Date

401. Test the Ground Ground fault pick up per Record results in the
Fault Time Delay coordination study. Circuit Breaker Current
(seconds) and Injection Table.
Ground Fault Time
Pickup current Test Name: Primary
(amperes) setting Current Inject. Reference
on device breakers Equip. Table
rated 400A and
greater, by using
primary current
injection.

Record issues Issue Log Item:

Initial Date

Page 223 of 274


[Date]
[Project Title]
[Project Location]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

402. After testing is Primary feeder cable Record results in the


performed on the connections properly torqued Termination Torque
panelboard, verify and marked. Table.
tightness of main
connections. Bolted torque should
comply with NETA Table
100.12 unless
manufacturer specified
values are listed on the
equipment.

Test Name: Bolt Torque


Reference Equip. Table

Record issues Issue Log Item:

Initial Date

Page 224 of 274


[Date]
[Project Title]
[Project Location]

Test Equipment Used:


Test Name Manufacturer Model Number Serial Number Calibration (Date)

Data Tables

Temperature: ____________ Relative Humidity: ____________

Insulation Resistance (1000 VDC)


Circuit Breaker (Closed) A-B B-C C-A A-G B-G C-G N

1 Minute (Meg Ohms)

Circuit Breaker (open) A-A B-B C-C

1 Minute (Meg Ohms)

Current Injection
Function Actual Test Test Point Nominal A B C Trip
Set. Setting Val. Setting
(Sec.)

LTD

LDPU

STD

SDPU

INSTPU

GFD

GFPU

Page 225 of 274


[Date]
[Project Title]
[Project Location]

Termination Torque (Newton Meters or Foot Pounds)


Bolt/Lug A B C N G

Primary Feeder

Feeder Lugs

Page 226 of 274


[Date]
[Project Title]
[Project Location]

Final Sign-Off

Commissioning Agent Printed Name Initials Date

CONTRACTOR PRINTED NAME INITIALS DATE

General Contractor (GC)

Mechanical Contractor (MC)

Electrical Contractor (EC)

TAB Contractor (TAB)

Controls Contractor (CC)

Owner’s O&M Personnel

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Table 100.1
Insulation Resistance Test Values
Electrical Apparatus and Systems
Recommended Minimum
Nominal Rating Insulation Resistance in
of Equipment in Volts Minimum Test Voltage, DC Megohms
250 500 25
600 1,000 100
1,000 1,000 100
2,500 1,000 500
5,000 2,500 1,000
8,000 2,500 2,000
15,000 2,500 5,000
25,000 5,000 20,000
34,500 and above 15,000 100,000
See Table 100.14 for temperature correction.

In the absence of consensus standards dealing with insulation-resistance tests, the Standards Review Council
suggests the above representative values.

Test results are dependent on the temperature of the insulating material and the humidity of the surrounding
environment at the time of the test.

Insulation-resistance test data may be used to establish a trending pattern. Deviations from the baseline
information permit evaluation of the insulation.

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Table 100.12

US Standard
Bolt Torques for Bus Connection
Heat-Treated Steel – Cadmium or Zinc Plated
Grade SAE 1&2 SAE 5 SAE 7 SAE 8
Head Markings

Minimum Tensile (P.S.I.) 64K 105K 133K 150K

Bolt Diameter in Inches Torque (Foot Pounds)

1/4 4.0 5.6 8.0 8.4


5/16 7.2 11.2 15.2 17.6
3/8 12.0 20.0 27.2 29.6
7/16 19.2 32.0 44.0 48.0
1/2 29.6 48.0 68.0 73.6
9/16 42.4 70.4 96.0 105.6
5/8 59.2 96.0 133.6 144.0
3/4 96.0 160.0 224.0 236.8
7/8 152.0 241.6 352.0 378.4
1.0 225.6 372.8 528.0 571.2
Reference: International Electrical Testing Association (NETA) ATS-1999, Table 100.12, page 202.

Table 100.12 (Cont.)

Bolt Torques for Bus Connections


Silicon Bronze Fasteners1
Torque (Foot Pounds)

Bolt Diameter in Inches Nonlubricated Lubricated


5/16 15 10
3/8 20 14
1/2 40 25
5/8 55 40
3/4 70 60
Reference: International Electrical Testing Association (NETA) ATS-1999, Table 100.12, page 203.

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Table 100.12 (Cont.)


Bolt Torques for Bus Connections
Aluminum Alloy Fasteners2
Torque (Foot Pounds)
Bolt Diameter in Inches Nonlubricated Lubricated
5/16 15 8.0
3/8 20 11.2
1/2 40 20.0
5/8 55 32.0
3/4 70 48.0
Reference: International Electrical Testing Association (NETA) ATS-1999, Table 100.12, page 203.

Table 100.12 (Cont.)


Bolt Torques for Bus Connections
Stainless Steel Fasteners3
Torque (Foot Pounds
Bolt Diameter in Inches Uncoated
5/16 14
3/8 25
1/2 45
5/8 60
3/4 90
Reference: International Electrical Testing Association (NETA) ATS-1999, Table 100.12, page 204.

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Table 100.14

Insulation Resistance
Correction Factors

For Conversion of Test Temperature to 20˚C


Temperature Multiplier
Apparatus
˚C ˚F Containing Apparatus Containing
Immersed Oil Solid Insulators
Insulations
0 32 0.25 0.40
5 41 0.36 0.45
10 50 0.50 0.50
15 59 0.75 0.75
20 68 1.00 1.00
25 77 1.40 1.30
30 86 1.98 1.60
35 95 2.80 2.05
40 104 3.95 2.50
45 113 5.60 3.25
50 122 7.85 4.00
55 131 11.20 5.20
60 140 15.85 6.40
65 149 22.40 8.70
70 158 31.75 10.00
75 167 44.70 13.00
80 176 63.50 16.00
Reference: International Electrical Testing Association (NETA) ATS-1999, Table 100.14, page 206.

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Engine Generators
Functional Performance Test
Equipment ID [Equipment ID]
Building [Building]
Location [Room]

System Description
Description:

Operational Assumptions:

Breaker Coordination study is available and includes the generator output breaker(s).

Initial Test Start Date End Date Initials


Results (Check one) Explanation:
Pass
Fail
Partial Test w/Corrective Actions
Complete Test w/Corrective Actions
Other

Re-Test 1 Start Date End Date Initials


Results (Check one) Explanation:
Pass
Fail
Partial Test w/Corrective Actions
Complete Test w/Corrective Actions
Other

Re-Test 2 Start Date End Date Initials


Results (Check one) Explanation:
Pass
Fail
Partial Test w/Corrective Actions
Complete Test w/Corrective Actions
Other

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Deferred/Seasonal Test Start Date End Date Initials


Results (Check one) Explanation:
Pass
Fail
Partial Test w/Corrective Actions
Complete Test w/Corrective Actions
Other

Test Participants
Organization Required Optional
General Contractor
Mechanical Contractor
Electrical Contractor
TAB Contractor
Controls Contractor
Owner’s O&M Personnel

Test Equipment Required (to be provided by the Contractor)

Test Name Equipment Description


Voltage/Continuity DVM
Bolted Connection or Contact Four-probe Digital Low Resistance Ohmmeter (DLRO)
Resistance
Insulation Resistance Battery or line-powered (Hand-crank not acceptable).
Current Injection Test Device rated for 2X the ground fault pickup setting of the
Primary Current Injection breaker
2 and 4 Hour Load Bank Test Resistive load bank with capacity equal to or greater than rated load. Rated at 2%
accuracy for voltage, current and KW.
Phase Rotation Verify proper phasing
Volt. & Freq. Regulation Computer to record voltage and frequency from the output of the generator control
panel.
Decibel Measure sound pressure
Back Pressure Manometer with a scale of greater than 40” water
Bolt Torque Calibrated torque wrench

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System Readiness Summary Checklist


Description Yes No Date
System Ready for Test
Required Personnel Available
Required Tools/Test Equipment/Supplies Available
Required Safety Equipment Available

Functional Performance Test -- (Verify all components are ready before energizing or operating the system.)
The Commissioning Authority will make and document any changes/addition/deletions to this test procedure
required by current system conditions (i.e. weather, system load, utility availability, etc.).
R = Retest (Check () retest required) Y= Checked and Passed
C = Corrected (Check () when correction verified) N = Not Passed

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

PRE-TEST VISUAL MECHANICAL INSPECTION

403. Safe conditions


(protective gear in-
place, available &
procedures
observed)

Record issues Issue Log Item:

Initial Date

404. Verify that the kW: ______. Record results in data


Engine, Generator, table.
Battery, and
Battery Charger Rating: _______________.
nameplate data
matches shop Freq.: ______.
drawings and
construction Phase/Wire:________.
documents.
Power Factor: ______.

Voltage Output: ________.

Record issues Issue Log Item:

Initial Date

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ACTION REQUIRED REACTION COMMENTS
() () () ()

405. Verify generator Circuit breaker size and phase: Record results in Data
circuit breaker ____________. Table.
settings.
Ground fault protection is Ground fault indication
disabled. and alarm is
recommended
Circuit breaker is set per the
coordination study.

Record issues Issue Log Item:

Initial Date

406. Inspect physical No visible damage to generator


and mechanical or enclosure.
condition.
Engine generator exterior is
clean and dry.

Generator control panel interior


is clean and dry.

Generator control panel


mounted at an accessible
height.

Vibration isolation is installed at


engine and at radiator.

All external connections are


made with flexible connections.

Verify remote monitoring wiring


is connected and labeled.

Verify control wiring is


connected and labeled.

Feeder cable/bus routing


doesn’t obstruct access for
operation or maintenance.

Control wiring harness(es) does


not rub against vibrating or
moving parts.

Record issues Issue Log Item:

Initial Date

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ACTION REQUIRED REACTION COMMENTS
() () () ()

407. Verify anchoring Anchor bolts are provided in


locations shown on
manufacturer's drawings.

Record issues Issue Log Item:

Initial Date

408. Verify equipment Verify ground rod is installed


grounding with connection to engine
generator frame.

Generator neutral bonded to


ground with conductor sized
per NEC 250-20.

Measured diameter of bare


copper conductor corresponds
to diameter of specified
conductors.

Ground strap from engine to


frame.

Ground strap from generator


enclosure to frame.

Ground bus provided in


termination cabinet with
properly terminated ground
conductors.

Record issues Issue Log Item:

Initial Date

409. Verify lube oil Lube oil level is filled to proper


levels are within level.
manufacturer’s
recommended
limits

Record issues Issue Log Item:

Initial Date

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ACTION REQUIRED REACTION COMMENTS
() () () ()

410. Verify fuel system Day tank is full of fuel (90% for
installation and diesel).
integrity
Fuel level in day tank matches
fuel gauge.

Remote fueling station is


installed and operating
properly.

There are not clearance issues


with the remote fueling station.

All alarms are operating


properly from remote fueling
station to Building Automation
System (BAS).

Fuel system is free of leaks.

Flexible fuel lines are installed


at engine.

Record issues Issue Log Item:

Initial Date

411. Verify cooling Coolant level is filled to proper Record radiator name
system installation level. plate date in data
and integrity table.
Verify coolant system freeze
protection level.

Cooling system is free from


leaks.

Flexible coolant lines are


installed between engine and
radiator.

Record issues Issue Log Item:

Initial Date

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ACTION REQUIRED REACTION COMMENTS
() () () ()

412. Verify exhaust Exhaust system, silencer and


system installation flexible connector installed and
and integrity supported.

Exhaust system expansion is


not transferred to engine
components such as
turbocharger.

Silencer is equipped with


condensate drain plug and turn
valve.

Exhaust system is equipped


with rain cap.

Exhaust system is properly


insulated within building.

Exhaust system has at least 9”


clearance from combustible
materials.

Record issues Issue Log Item:

Initial Date

ELECTRICAL INTEGRITY

413. Verify operation of Verify that valves to the water


coolant line heater. jacket heater are open. Record results in Data
Table.
Verify thermostats switch at
their setpoint temperatures Record supply voltages
(110°F). and amperage with

Page 238 of 274


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Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

Verify pump runs continuously heaters and pump in


independent of heater operation.
operation.
Calculate heater and
pump wattage based on
line voltage and current.

Verify wattage calculated


is same as shop drawing
data.

Manufacturer’s
Specifications:

Heater:
Watts _____
Volts ______
Phase _____

Pump:
Watts _____
Volts ______
Phase _____

Record issues Issue Log Item:

Initial Date

414. Verify operation of Loss of Power Alarm is


battery and starting operable. Record results in Data
system. Table.
Low Battery Volt Alarms at:
18.6V-25.7V. Record cell voltages for
all cells with terminals
High Battery Volt Alarms at: available, total battery
26.9V-36.3V. charging voltage and
charging current.
Power On led in on. Manufacturer’s

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ACTION REQUIRED REACTION COMMENTS
() () () ()

Battery Heater Pad: 120VAC Specifications:


input.
Nom. Batt. Voltage:
__________

Rec. Float Charge


Voltage: ________

Float Voltage: _______

Equalize Voltage: _____

Max over float


Ampere Taper (Max to
Min): ______

Nominal Output Voltage:


______

Input Voltage: _______

Ambient Temp: -40ºF to


122ºF

Record issues Issue Log Item:

Initial Date

415. Verify operation of Space heaters operate when Record results in Data
generator space generator is not running and Table.
heaters not operating while generator is
running. Record supply voltages
and amperage with
heater in operation.

Calculate heater wattage


based on line voltage
and current.

Verify wattage calculated


is same as shop drawing
data.
Manufacturer’s
Specifications:

Heater:
Watts _____
Volts ______
Phase _____

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ACTION REQUIRED REACTION COMMENTS
() () () ()

Record issues Issue Log Item:

Initial Date

416. Perform an Minimum insulation resistance Record results in Data


insulation value is 100 Megohoms. Table.
resistance test at Take reading at 1 minute.
1000 VDC on
generator windings. Take reading at 10
minutes.

Record ambient
temperature and relative
humidity.
Test Name: Insulation
Resistance. Reference
Equip. Table

Record issues Issue Log Item:

Initial Date

417. With the breaker in Readings are within 50% of the Record results in Data
the closed position, lowest value. Table.
measure the Test Name: Contact
contact resistance Resistance Reference
of each phase of Equip. Table
the primary circuit.

Record issues Issue Log Item:

Initial Date

418. Perform an Minimum insulation resistance Record results in Data


insulation shall be 100 Megohms. Table.
resistance test on Test for one minute in
the Generator accordance with NETA
Circuit Breaker at Table 100.1.
1000VDC, phase-
to-phase and Test Name: Insulation
phase to ground, Resistance Reference
connected to the Equip. Table
bus in the closed
position, in
accordance with
NETA Table 100.1.

Record issues Issue Log Item:

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ACTION REQUIRED REACTION COMMENTS
() () () ()

Initial Date

419. Test the Long Time Long delay current pick up and Record results in Data
Delay (LTD) time delay per coordination Table.
(seconds) and study. Test Name: Primary
Long Time Pickup Current Inject. Reference
current (LDPU) Equip. Table
(amperes) setting
of the breaker, by
using primary
current injection.

Record issues Issue Log Item:

Initial Date

420. Test the Short Short delay current pick up and Record results in Data
Time Delay (STD) time delay per coordination Table.
(seconds) and study. Test Name: Primary
Short Time Pickup Current Inject. Reference
current (SDPU) Equip. Table
(amperes) setting
of the breaker, by
using primary
current injection.

Record issues Issue Log Item:

Initial Date

421. Test the Instantaneous pick up per Record results in Data


Instantaneous coordination study. Table.
Time Delay (ITD) Test Name: Primary
(seconds) and Current Inject. Reference
Instantaneous Equip. Table
Time Pickup
current (INSTPU)
(amperes) setting
of the breaker, by
using primary
current injection.

Record issues Issue Log Item:

Initial Date

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ACTION REQUIRED REACTION COMMENTS
() () () ()

422. Test the Ground Instantaneous pick up per Record results in Data
Fault Delay (GFD) coordination study. Table.
(seconds) and Test Name: Primary
Ground Fault Current Inject. Reference
Pickup current Equip. Table
(GFPU) (amperes)
setting of the
breaker, by using
primary current
injection.

Record issues Issue Log Item:

Initial Date

ALARMS AND CONTROL PANEL TEST

423. Verify control wiring Terminations match shop Note: this step applies to
between generator drawings. field land terminations
and ATS are only
correctly
terminated.

Record issues Issue Log Item:

Initial Date

424. Record all Manufacturer’s checklist


setpoints at Engine can be attached to this
Generator Control form in lieu of recording
Panel.

Record issues Issue Log Item:

Initial Date

425. Verify all Overcrank.


warning/pre-alarms 1-13 NFPA 110
per manufacturer’s Spec Section 16231
instructions and Low Water Temp.
verify operation
and local High Water Temp.
annunciation at
Engine Generator
Low Oil Pressure.
Control Panel.
Overspeed.

Low Coolant Level.

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ACTION REQUIRED REACTION COMMENTS
() () () ()

EPS Supplying Load.

Control switch not in Auto.

High Battery Voltage.

Low Battery Voltage.

Battery Charger AC Failure.

Lamp Test.

Contacts for local and remote


common alarm.

Record issues Issue Log Item:

Initial Date

426. Verify all shutdown Overcrank. 1-5 NFPA 110


conditions per Spec Section 16231
manufacturer’s High Water Temp.
instructions and
verify operation
Low Oil Pressure.
and local
annunciation at
Engine Generator Overspeed.
Control Panel.
Low Coolant Level.

Record issues Issue Log Item:

Initial Date

427. Verify remote Overcrank. 1-9 NFPA 110


audible Spec Section 16231
annunciation of all Low Water Temp.
status,
warning/pre-alarm,
High Water Temp.
and shutdown
conditions per
manufacturer’s Low Oil Pressure.
instructions.
Overspeed.

Low Coolant Level.

Control switch not in Auto.

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ACTION REQUIRED REACTION COMMENTS
() () () ()

Contacts for local and remote


common alarm.

Audible alarm silencing switch.

Record issues Issue Log Item:

Initial Date

428. Verify installation of Located outside of generator


remote E-Stop room door.

Near each exit/entrance to


genset room.

Located locally on the genset


package.

Cover not damaged, scratched,


or broken.

Record issues Issue Log Item:

Initial Date

429. Verify remote Annunciator panel lights &


annunciation of alarms function by initiating test
engine conditions switch.
at building
automation system

Record issues Issue Log Item:

Initial Date

430. With generator in a Engine starts and runs.


“cold start” Record results in Data
condition, conduct Air intake louvers open fully. Table.
a load performance
test, by initiating a Load generator for a
Exhaust damper opens fully.
NORMAL failure maximum of 2 hrs using
and transfer of available building load
ATS’s for time Fuel is not leaking. and/or a load bank
specified in the
remarks column. Coolant is not leaking. During test, verify
exhaust, coolant, and
Lube oil is not leaking. fuel system is functioning

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ACTION REQUIRED REACTION COMMENTS
() () () ()

Exhaust system expansion is properly.


not transferred to engine
system components. Test Name: 2 Hour Load
Bank Test Reference
Equip. Table

Exhaust system is not leaking.

Record issues Issue Log Item:

Initial Date

431. Restore normal Generator runs in cool down Test Name: 2 Hour Load
sources to ATS’s mode for 5 min. Bank Test Reference
(or turn off load Equip. Table
bank) and transfer
ALL load off of
generator and
allow to cool down
for 5 minutes

Record issues Issue Log Item:

Initial Date

432. Disconnect
emergency feeders
to ATS and
connect load bank
directly to load side
of generator

Record issues Issue Log Item:

Initial Date

433. Engine starts and runs. Test Name: 4 Hour Load


With a load bank Bank Test Reference
connected to the Air intake louvers open fully. Equip. Table
load side terminals
of the generator,
Exhaust damper opens fully.

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ACTION REQUIRED REACTION COMMENTS
() () () ()

start generator at Fuel is not leaking.


local control panel
with engine control Coolant is not leaking.
switch
Lube oil is not leaking.

Exhaust system expansion is


not transferred to engine
system components.

Exhaust system is not leaking.

Record issues Issue Log Item:

Initial Date

434. Conduct a load Record results in Data


performance test Table.
utilizing a load
bank to achieve Load generator at 50%
100% rated load of for 15 min.
generator for time
specified in the Load generator at 75%
remarks column. for 15 min.

Load generator at 100%


for 3.5 hrs

During test, verify


exhaust, coolant, and
fuel system is functioning
properly.

Test Name: 4 Hour Load


Bank Test Reference
Equip. Table

Record issues Issue Log Item:

Initial Date

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ACTION REQUIRED REACTION COMMENTS
() () () ()

435. In conjunction with Voltage regulation is ±1%. Record results in Data


load performance Table Record voltage at
test, verify voltage no load.
regulation by
recording RMS Record voltage at 50%
voltage while load.
increasing load on
generator. Record voltage at 75%
load.

Record voltage at 100%


load.

Calculate voltage
regulation percentage.
Test Name: Volt. & Freq.
Regulation
Reference Equip. Table

Record issues Issue Log Item:

Initial Date

436. In conjunction with Frequency regulation is ±1% Record results in Data


load performance Table Record frequency
test, verify at no load.
frequency
regulation by Record frequency at 50%
recording load.
frequency while
increasing load on Record frequency at 75%
generator. load.

Record frequency at
100% load.

Calculate voltage
regulation percentage.

Test Name: Volt. & Freq.


Regulation
Reference Equip.
Table

Record issues Issue Log Item:

Initial Date

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ACTION REQUIRED REACTION COMMENTS
() () () ()

437. During load Manufacturer’s


performance test, Specifications:
verify engine RPM @ 60Hz: 1800
operation is within RPM
normal operating
limits. Coolant Amb. Temp:
190ºF

Record issues Issue Log Item:

Initial Date

438. During load Phase rotation at generator A(U), B(V), C(W)


performance test, matches NORMAL power Test Name: Phase
verify correct phase source. Rotation
rotation. Reference Equip. Table

Record issues Issue Log Item:

Initial Date

439. During step 3, Measured sound pressure level Record results in Data
while generator is in rooms directly adjoining the Table.
running at 100% generator room, as well as Test Name: Sound Level
load, measure above and below, if applicable. Reference Equip. Table
sound level.

Record issues Issue Log Item:

Initial Date

440. While generator is Maximum backpressure at full- Record results in Data


running at 100% rated load is within Table.
load, conduct manufacturer’s written Connect test
Exhaust-System maximum allowable limits of 6.7 instrumentation to
Back Pressure Test kPa or 26.9” H20 for the exhaust line close to
engine. engine exhaust manifold.
Test Name: Back
Pressure Test Reference
Equip. Table

Record issues Issue Log Item:

Initial Date

441. Decrease load to Generator cools down. Test Name: 4 Hour Load
0% and allow the Bank Test
generator to cool No leaks from any system are
down for 5 minutes found.

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ACTION REQUIRED REACTION COMMENTS
() () () ()

Record issues Issue Log Item:

Initial Date

442. After the cool Engine continues to run without Test Name: Block Load
down, once the shutdown or overspeed trip and Test
prime mover has recovers to steady state voltage
reached rated and frequency ranges within 5
voltage and seconds.
frequency, transfer
full rated load onto
the engine
generator in a
single block.

Record issues Issue Log Item:

Initial Date

443. Decrease load to Generator shuts down.


0% and shutdown
generator with local Remote annunciator alarms
E-Stop. with E-Stop.

Record issues Issue Log Item:

Initial Date

444. Disconnect fuel Engine cycle cranks a minimum


solenoid and of three 15-second cranking
simulate start to cycles with 15 seconds
engine. between cycles.

At completion of third cycle


engine stops cranking and
“overcrank” shutdown alarm is
annunciated locally and
remotely.

Record issues Issue Log Item:

Initial Date

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ACTION REQUIRED REACTION COMMENTS
() () () ()

FINAL INSPECTION

445. After testing is Primary feeder cable Record results in Data


performed on the connections properly torqued Table.
generator, verify and marked.
tightness of field Bolted torque should
landed feeder comply with NETA Table
terminations. 100.12 unless
manufacturer specified
values are listed on the
equipment.

Secondary distribution
feeder connections are
not included in the test.

Test Name: Bolt Torque


Reference Equip. Table

Record issues Issue Log Item:

Initial Date

446. Refill fuel tanks and Fuel level indicator verifies 90%
verify 90% fuel fuel level in day tank.
levels

Fuel level indicator verifies 90%


fuel level in storage tank.

Record issues Issue Log Item:

Initial Date

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NAMEPLATE DATA

Engine Nameplate (May be found in multiple nameplate locations)


Parameter Data
Equipment ID
Manufacturer
Serial Number
Model Number
Date Manufactured
Horsepower
kW

Generator Nameplate
Parameter Data
Manufacturer
Serial Number
Model Number
Date Manufactured
Volts
Amps
KVA
Frequency
RPM
KW
PF
Insulation Class:

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Battery Nameplate
Parameter Data
Manufacturer
Serial Number
Model Number
Quantity
Volts
Cold Cranking Amps

Battery Charger Nameplate


Parameter Data
Manufacturer
Serial Number
Model Number
Input Amps
Input Volts
Output Amps
Output Volts

Circuit Breaker Name Plate Data


Parameter Data

Manufacturer:

Type/Model:

Serial Number:

Frame Size/Rating

Interrupting Rating

Voltage Rating

Page 253 of 274


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[Project Location]

Radiator Nameplate
Parameter Data
Manufacturer
Serial Number
Model Number
Date Manufactured

Coolant Pump(s) & Heater(s)


Designation Volts Amps Watts

Battery System
Cell Volts Charging Volts Charging Amps

Space Heater(s)
Designation Voltage Amperage Wattage

Page 254 of 274


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[Project Location]

Test Equipment Used:


Test Name Manufacturer Model Number Serial Number Calibration(Date)

Insulation Resistance (1000 VDC)


Generator Windings A-B B-C C-A A-G B-G C-G

1 Minute (Meg Ohms)

10 Minutes (Meg Ohms)

Circuit Breaker

1 Minute (Meg Ohms)

Circuit Breaker Contact Resistance


Phase A B C

(Micro Ohms)

Page 255 of 274


[Date]
[Project Title]
[Project Location]

Current Injection
Function Actual Set. Test Test Point Nominal A B C
Setting Val.

LTD

LDPU

STD

SDPU

INSTPU

GFD

GFPU

2 Hour Load Bank Test


Crank Time Until Prime Mover Start and Runs

Time Required for Prime Mover to Come Up to Operating Speed

Voltage Overshoot

Frequency Overshoot

Time Required to Achieve Steady State Operation

Time Load RPM Freq. Amps Volts kW Oil Oil Exhaust Cool. Fuel Batt.
Press Temp Temp Temp Level Chrg
Rate
0 min 100%
5 min 100%
10 min 100%
15 min 100%
30 min 100%
45 min 100%
1 hour 100%
1 hour 100%
15 min
1 hour 100%
30 min
1 hour 100%
45 min

Page 256 of 274


[Date]
[Project Title]
[Project Location]

2 hour 100%

4 Hour Load Bank Test


Time Load RPM Freq. Amps Volts kW Oil Oil Exhaust Cool. Fuel Batt.
Press Temp Temp Temp Level Chrg
Rate
0 min 50%
5 min 50%
10 min 50%
15 min 75%
30 min 75%
45 min 100%
1 hour 100%
1 hour 100%
15 min
1 hour 100%
30 min
1 hour 100%
45 min

2 hour 100%

2 hour 100%
15 min
2 hour 100%
30 min
2 hour 100%
45 min
3 hour 100%

3 hour 100%
15 min
3 hour 100%
30 min
3 hour 100%
45 min
4 hour 100%

Voltage & Frequency Regulation


Function 50% Load 75% Load 100% Load

Voltage (V)

Frequency (hz)

Page 257 of 274


[Date]
[Project Title]
[Project Location]

Phase Rotation – (Circle Phase Rotation)


Normal Power ABC ACB

Emergency Power ABC ACB

Sound Level
Location Decibel (DB)

Back Pressure Test


System Exhaust Pressure Location

Block Load Test


Recovery Time: _________

Bolt Torque (Newton Meters or Foot Pounds)


Bolt/Lug A B C N G

Normal

Emergency Lugs

Page 258 of 274


[Date]
[Project Title]
[Project Location]

Final Sign-Off

Commissioning Agent Printed Name Initials Date

CONTRACTOR PRINTED NAME INITIALS DATE

General Contractor (GC)

Mechanical Contractor (MC)

Electrical Contractor (EC)

TAB Contractor (TAB)

Controls Contractor (CC)

Owner’s O&M Personnel

Page 259 of 274


[Date]
[Project Title]
[Project Location]

Automatic Transfer Switches


Functional Performance Test
Equipment ID [Equipment ID]
Building [Building]
Location [Room]

System Description
Description:

Operational Assumptions:

Initial Test Start Date End Date Initials


Results (Check one) Explanation:
Pass
Fail
Partial Test w/Corrective Actions
Complete Test w/Corrective Actions
Other

Re-Test 1 Start Date End Date Initials


Results (Check one) Explanation:
Pass
Fail
Partial Test w/Corrective Actions
Complete Test w/Corrective Actions
Other

Re-Test 2 Start Date End Date Initials


Results (Check one) Explanation:
Pass
Fail
Partial Test w/Corrective Actions
Complete Test w/Corrective Actions
Other

Page 260 of 274


[Date]
[Project Title]
[Project Location]

Deferred/Seasonal Test Start Date End Date Initials


Results (Check one) Explanation:
Pass
Fail
Partial Test w/Corrective Actions
Complete Test w/Corrective Actions
Other

Test Participants
Organization Required Optional
General Contractor
Mechanical Contractor
Electrical Contractor
TAB Contractor
Controls Contractor
Owner’s O&M Personnel

Test Equipment Required (to be provided by the Contractor

Test Name Equipment Description


Bolt Torque Calibrated torque wrench
Bolted Connection or Four-probe Digital Low Resistance Ohmmeter (DLRO)
Contact Resistance
Voltage/Continuity DVM
Insulation Resistance Battery or line-powered (Hand-crank not acceptable).
Relay Operation Variable AC Voltage source

System Readiness Summary Checklist


Description Yes No Date
System Ready for Test
Required Personnel Available
Required Tools/Test Equipment/Supplies Available
Required Safety Equipment Available

Page 261 of 274


[Date]
[Project Title]
[Project Location]

Functional Performance Test -- (Verify all components are ready before energizing or operating the system.)
The Commissioning Authority will make and document any changes/addition/deletions to this test procedure
required by current system conditions (i.e. weather, system load, utility availability, etc.).
R = Retest (Check () retest required) Y= Checked and Passed
C = Corrected (Check () when correction verified) N = Not Passed

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

PRE-TEST VISUAL MECHANICAL INSPECTION

447. Safe conditions


(protective gear in-
place, available &
procedures
observed)

Record issues Issue Log Item:

Initial Date

448. Confirm that Source:


Normal: MDS.
NORMAL and Normal: ________
EMERGENCY
sources match final Emergency: ________
Emergency: EDP.
design drawings.

Record issues Issue Log Item:

Initial Date

449. Verify equipment Volts:________.


nameplate data
matches one-line
drawings, Amps:________.
specifications,
and/or shop
drawings and 4 pole, 4W.
record date on
attached table.
Frequency: 60hZ.

Interrupting Rating:______.

Enclosure:______.

Record issues Issue Log Item:

Initial Date

Page 262 of 274


[Date]
[Project Title]
[Project Location]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

450. Verify permanent Melamine plastic laminate, Spec Section 16075


labels for transfer minimum 1/16” thick.
switch is installed.

Black letters on white face.

Secured with self tapping,


stainless-steel (SS) screws or
SS machine screws with nuts
and flat and lock washers.

Record issues Issue Log Item:

Initial Date

451. Verify accessibility Door opens freely and swings


for maintenance. fully open.

3’-6” minimum clearance in


front of switch.

Cables do not block access to


indicators or adjustable
components.

Cables do not block access to


manual transfer switch
operator.

Record issues Issue Log Item:

Initial Date

452. Inspect physical


No visible signs of damage.
and mechanical
conditions.
No visible dirt, metal chips or
contamination.

Appropriate source indicating


lights are illuminated.

Page 263 of 274


[Date]
[Project Title]
[Project Location]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

Record issues Issue Log Item:

Initial Date

453. Verify anchoring. Anchor bolts are provided in


locations shown on
manufacturer's drawings.

Record issues Issue Log Item:

Initial Date

454. Verify the barriers


Barriers partially surround ATS
and arc chutes are
contacts and are insulated.
properly installed
around contacts.
Arc chutes are installed around
the contacts.

Record issues Issue Log Item:

Initial Date

455. Verify ATS is Enclosure bonded to ground


properly grounded. bus.

Incoming (normal and


emergency) and outgoing
(load) feeder grounding
conductors bonded to ground
bus.

Neutral bus/pole isolated from


ground.

Record issues Issue Log Item:

Initial Date

456. Confirm that


components of
control system
including terminal
block, wiring, and
Ni-Cad batteries
are complete.

Page 264 of 274


[Date]
[Project Title]
[Project Location]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

Record issues Issue Log Item:

Initial Date

457. Perform manual


Switch should transfer smoothly
transfer operation
and with full contact travel
with both NORMAL
speed.
and EMERGENCY
sources de-
energized. Use
Mechanical interlocking should
detachable manual
prevent simultaneous closure of
operator to transfer
NORMAL and EMERGENCY
from NORMAL to
sources.
EMERGENCY and
back.

Record issues Issue Log Item:

Initial Date

458. Perform manual Switch should transfer smoothly


bypass operation to and with full contact travel
each source. speed.

Record issues Issue Log Item:

Initial Date

ELECTRICAL INTEGRITY

459. Measure contact Readings are within 50% of the Record results in Data
resistance on all average value, including the Table.
poles in both neutral pole.
closed positions. Spec Section 16415

Record issues Issue Log Item:

Initial Date

Page 265 of 274


[Date]
[Project Title]
[Project Location]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

460. Perform an Minimum insulation resistance Record results in Data


insulation shall be 100 megohms. Table.
resistance test at
1000VDC on each Test for one minute in
bus section, phase- accordance with NETA
to-phase and Table 100.1.
phase to ground.
Isolate ALL control wiring
and electronic devices
prior to testing.

Test across open


contacts for both
NORMAL and
EMERGENCY sources.

Test phase-to-ground
with all other phases
grounded for both
NORMAL and
EMERGENCY sources.

Spec Section 16415

Test Name: Insulation


Resistance, Reference
Equipment Table

Record issues Issue Log Item:

Initial Date

461. Perform insulation Insulation resistance shall Record results in Data


resistance test at equal or exceed 100 Megohms. Table.
1000 VDC to verify
Automatic Transfer Test for one minute in
Switch is isolated accordance with NETA
from load when Table 100.1.
bypassed.
Isolate ALL control wiring
and electronic devices
prior to testing

Test Name: Insulation


Resistance, Reference
Equipment Table

Record issues Issue Log Item:

Page 266 of 274


[Date]
[Project Title]
[Project Location]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

Initial Date

462. Verify the operation All data displays operate. Record Password:
of four-line LCD _______
display and All program parameters
character accessible.
keyboard.

Record issues Issue Log Item:

Initial Date

463. Verify “In Phase In phase monitoring is enabled.


Monitoring” setting.

Record issues Issue Log Item:

Initial Date

464. Verify all voltage, Use ATS microprocessor Record values in the
frequency, and control system. “Actual Setpoint” column
time delay settings. in the ATS Parameters
Device pick-up (PU) and drop- and Setpoints table
out (DO).
Spec Section 16415

Record issues Issue Log Item:

Initial Date

465. Verify all applicable Operating Conditions:


local and remote NORMAL power available
annunciation by the
monitoring system
for various
operating
conditions.

EMERGENCY power avail.

ATS in NORMAL position.

ATS in EMERGENCY position.

LED indicating lights are


operating.

Page 267 of 274


[Date]
[Project Title]
[Project Location]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

Record issues Issue Log Item:

Initial Date

466. Verify proper phase Emergency source matches


rotation utility source.

Record issues Issue Log Item:

Initial Date

TRANSFER OPERATION TESTS

467. Disconnect Time delay on engine start Record results in Data


NORMAL power equals setpoint. Table.
source to transfer
switch. Start signal sent to engine Spec Section 16231
generator.

Transfer time delay equals


setpoint.

Time delay in neutral equals


setpoint.

ATS transfers to Emergency


source position.

Total time to connect to


Emergency source is no more
than 10-seconds.

Record issues Issue Log Item:

Initial Date

468. Restore Normal Re-transfer time delay equals Record results in Data
power source to setpoint. Table.
Automatic Transfer
Switch to verify ATS transfers to Normal source Spec Section 16231
setpoints. position.

Time delay in neutral equal


setpoint.

Engine cool down time delay


equals setpoint.

Page 268 of 274


[Date]
[Project Title]
[Project Location]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

Engine shuts off after cool


down delay times out.

Record issues Issue Log Item:

Initial Date

469. Repeat steps #21 Switch should re-transfer to Spec Section 16231
and #22, except Normal without delay on engine
manually shutdown.
disconnect.
EMERGENCY
source, to simulate
failure of the
engine, after
restoration of
NORMAL power
and before the re-
transfer delay has
expired.

Record issues Issue Log Item:

Initial Date

470. Verify operation of Simulates failure of normal Spec Section 16231


ATS TEST switch. source.

Record issues Issue Log Item:

Initial Date

BYPASS AND ISOLATION SWITCH OPERATION

471. Verify Automatic ATS mechanism is de-


Transfer Switch energized and power passes
manual bypass and through the bypass/isolation
isolation switch switch path.
operation with
NORMAL source
energized and load
on ATS.

Record issues Issue Log Item:

Initial Date

Page 269 of 274


[Date]
[Project Title]
[Project Location]

Y N R C
ACTION REQUIRED REACTION COMMENTS
() () () ()

472. Restore the ATS mechanism is energized


Automatic Transfer and the bypass/isolation switch
Switch to its path is de-energized.
automatic mode by
manually reversing
the bypass and
isolation switch
operation.

Record issues Issue Log Item:

Initial Date

FINAL INSPECTION

473. After testing is Feeder cable connections Record results in Data


performed on the properly torqued and marked. Table.
ATS, verify
tightness of field Bolted torque should
landed feeder comply with NETA Table
terminations 100.12 unless
(NORMAL, manufacturer specified
EMERGENCY, and values are listed on the
LOAD feeders). equipment.

Test Name: Bolt Torque


Reference Equip. Table

Record issues Issue Log Item:

Initial Date

474. Prior to All hardware in place and


energization, properly torqued.
inspect interior
hardware. Compartments clear of tools
and hardware.

Record issues Issue Log Item:

Initial Date

Page 270 of 274


[Date]
[Project Title]
[Project Location]

Test Equipment Used:


Test Name Manufacturer Model Number Serial Number Calibration(Date)

ATS NAMEPLATE DATA


Parameter Data
Equipment ID
Manufacturer
Model
Serial No.
Catalog No
Mfg. Date
Current Rating
Voltage Rating
Poles:
Closing & Withstand Amps
NEMA Enclosure

Contact Resistance
Contacts A B C N
Normal
Emergency

Page 271 of 274


[Date]
[Project Title]
[Project Location]

Insulation Resistance
Phase to Phase A–B B-C C–A
Normal
Emergency
Phase to Ground A-G B-G C–G
Normal
Emergency
To Load
(ATS in Bypass) A – LOAD B – LOAD C - LOAD
Normal
Emergency

PARAMETERS AND SETPOINTS

Voltage
Actual Specification
Parameter Setpoint Setpoint Range Factory Default
Normal Over-Voltage Dropout
Normal Over -Voltage Pickup
Emergency Over-Voltage Dropout
Emergency Over -Voltage Pickup
Normal Under-Voltage Dropout
Normal Under-Voltage Pickup
Emergency Under-Voltage
Dropout
Emergency Under-Voltage Pickup

Frequency
Actual Specification
Parameter Setpoint Setpoint Range Factory Default
Normal Over-Frequency Dropout
Normal Over -Frequency Pickup
Emergency Over-Frequency
Dropout
Emergency Over -Frequency
Pickup
Normal Under-Frequency Dropout
Normal Under-Frequency Pickup

Page 272 of 274


[Date]
[Project Title]
[Project Location]

Actual Specification
Parameter Setpoint Setpoint Range Factory Default
Emergency Under-Frequency
Dropout
Emergency Under-Frequency
Pickup

Time Delay
Actual Specification
Parameter Setpoint Setpoint Range Factory Default
Neutral Position Time Delay
Normal Failure Time Delay (Gen
Start)
Emergency Failure Time Delay
Transfer to Emergency Time
Delay
Return to Normal Time Delay
Engine Cool Down
Note: The “Actual Setpoint” column in the above table should be filled in during step 0

Feeder Termination Torque (Newton Meters or Foot-Pounds)

TORQUE A B C N G
FEEDERS

NORMAL

EMERGENCY

LOAD

Page 273 of 274


[Date]
[Project Title]
[Project Location]

Final Sign-Off

Commissioning Agent Printed Name Initials Date

CONTRACTOR PRINTED NAME INITIALS DATE

General Contractor (GC)

Mechanical Contractor (MC)

Electrical Contractor (EC)

TAB Contractor (TAB)

Controls Contractor (CC)

Owner’s O&M Personnel

Page 274 of 274


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