Published 28 Nov 2022
What is an HVAC Commissioning Checklist?
An HVAC commissioning checklist is a tool used to efficiently collect and record highly technical information during the commissioning process to ensure the quality installation, verification, performance testing, and maintenance of Heating, Ventilation, and Cooling (HVAC) systems. This checklist also helps HVAC companies, engineers, contractors, and inspectors ensure that no important details are missing during the commissioning process.
This HVAC commissioning checklist aims to help commissioning engineers verify and prove the functionality of newly installed or upgraded HVAC systems. With its comprehensive sections, use this HVAC commissioning template to do the following:
- Fill out a title page for the project details including the project name, location, and date of the commissioning.
- Effectively test programmable thermostats, condensing units, and variable air volume (VAV) terminals and handling units.
- Accomplish a completion page for additional remarks and sign-off.
- Export and download it into an HVAC commissioning PDF report that you can use as a reference for the performed commissioning.
In this article
- Why It’s Crucial to Use One
- What to Include in an HVAC Commissioning Checklist and How to Use It
- FAQs About HVAC Commissioning
- Enhance HVAC Commissioning Reporting Using SafetyCulture (formerly iAuditor)
- Related Templates
Why It’s Crucial to Use One
During an HVAC commissioning process, technicians must determine if there are any non-conformances needing to be resolved before the system fully operates. This can be done by referring to the original design objectives and comparing them with how an HVAC system must function. In this case, using HVAC commissioning forms help ensure that uniformity in processes such as system startup inspections and data collection is maintained.
Also, an HVAC commissioning checklist can be one of the tools used in the quality assurance of the commissioning process. It’s crucial for inspectors to help them in certifying new or existing HVAC systems that meet the minimum specifications before the official startup of the equipment. In fact, some HVAC manufacturers require that their checklists on HVAC commissioning be completed as a prerequisite for warranty issuance.
What to Include in an HVAC Commissioning Checklist and How to Use It
This page includes the project name, location, date, and names of the contractor, installer, and inspector. Hence, this serves as a briefer or introduction to the project being conducted.
HVAC Commissioning Proper
The sections and fields on this page must be used by inspectors and installers to verify the proper installation and function of various HVAC elements including the following:
- Programmable Thermostats
- Air-Cooled Condenser Units
- Variable Air Volume (VAV) Terminals
- Testing, Adjusting, and Balancing (TAB)
- Variable Air Volume Handling Unit
- Heat Recovery Unit
Each element must be well-inspected so that detailed comments and observations can also be added for proper documentation.
This page must be accomplished by recording any additional remarks needed to properly close off the commissioning project. Apart from that, the inspector’s, installer’s, and contractor’s sign-offs are collected. Having this page or section also helps maintain good inspection records and streamline the overall commissioning process.
FAQs About HVAC Commissioning
An HVAC commissioning report is the final document needed in the overall commissioning process. This should contain and thoroughly present the requirements, process, documentation, observations, results, comparison with the original design objectives and criteria, actions taken, or recommendations to address inconsistencies and non-compliance. Using an HVAC commissioning report template or an accomplished HVAC commissioning checklist for this is advisable.
During the process of HVAC commissioning, inspectors and installers:
- verify if an HVAC system is correctly installed;
- start up the system for the first time to check if it’s working properly as it should; and
- perform TAB on the HVAC system’s airflow to assess if it meets the needs and requirements of the building, residence, or infrastructure.
While an HVAC system should be balanced when it’s first installed, problems that may occur along the way may require it to be balanced again. In other cases, HVAC systems are balanced every two to three years for proactive HVAC maintenance. This is where any airflow-related issues are resolved to maintain the system’s stellar performance.
Enhance HVAC Commissioning Reporting Using SafetyCulture (formerly iAuditor)
SafetyCulture is an operations platform that helps HVAC engineers, inspectors, installers, and contractors streamline their process of ensuring systems are properly commissioned and operate the way they’re intended. SafetyCulture’s functionalities include the following:
- Enable automation of recording commissioning tasks and findings using digital checklists, forms, and templates to help you streamline the process.
- Ensure your checklists and templates fit your unique needs by creating custom response sets, custom inspection reports, and custom Analytics charts, among others.
- Integrate other tools and Business Intelligence (BI) software to improve HVAC commissioning reporting in your organization.
- Complete checklists and export them into data-rich reports covering the results of your HVAC commissioning processes.
- Raise issues and create actions during HVAC inspections and commissioning to relevant stakeholders.
Use this air conditioning commissioning checklist to validate that packaged Air Conditioning Units (ACUs) conform with design specifications after installation. Have your supplier/vendor, installer, and contractor sign off the checklist using digital signatures.