Air Handling Unit Construction Checklist

(rev. 12/1/2015)

Project Date

Tag Location Service Area

Submittal
The above equipment and systems integral to them are complete and ready for functional testing. The checklist items
are complete and have been checked off only by parties having direct knowledge of the event.

Mechanical Contractor Date Controls Contractor Date

Electrical Contractor Date Sheet Metal Contractor Date

TAB Contractor Date General Contractor Date

Construction checklist items are to be completed as part of startup and initial checkout, before functional testing.
 This checklist augments, but is not meant to replace recommendations or requirements for installation, checkout
and startup from standards, manufacturers, codes or governing bodies.
 If this form is not used for documenting, a CxP approved form of similar rigor may be used.
 Contractors assigned responsibility for sections of the checklist shall be responsible to see that checklist items by
their subcontractors are completed and checked off.
 In the Trade column, indicate the contractor responsible for verifying the completion of this item:
A/E = architect/engineer All = all contractors CxP = commissioning provider
CC = controls EC = electrical GC = general
MC = mechanical PC = plumbing SC = sheet metal
TAB = test and balance

Approval
This filled-out checklist has been reviewed. Its completion is approved with the exceptions noted below.

Commissioning provider Date Owner’s Representative Date

AHU Information Trade:[_____]

Make Model
Serial Number Volts/Phase
Capacity (cfm) l
Label Label
Comments

Components Included
Supply Fan VFD(s) Filter(s) Pre-heat Coils
Return Fan Economizer Humidifier Heating Coil

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 Exhaust/Relief Fan Air Blender Cooling Coil Other

Requested Documentation

Mark checkbox if the document was received. If not, indicate the number of an applicable explanatory note.
Requested Documentation Submitted Rec’d Note #
Factory test results (if applicable)
Installation and startup booklet provided to CxP
Startup report
Comments:

Installation Checks

If acceptable, mark the check box. If unacceptable, indicate the number of the applicable explanatory note attached
to this form.
Trade OK? Note #
General
Cabinet and general installation
Permanent labels affixed, including for fans
Casing condition good: no dents, leaks, door gaskets installed
Access doors close tightly - no leaks
Connection between duct and unit tight and in good condition
Vibration isolation equipment installed & released from shipping locks
Maintenance access acceptable for unit and components
Sound attenuation installed
Thermal insulation properly installed and according to specification
Instrumentation installed according to specification (thermometers, pressure gages, flow meters, etc.)
Clean up of equipment completed per contract documents
Filters installed and replacement type and efficiency permanently affixed to housing--construction
filters removed
Seismic restraints in place
Boot between unit and duct is tight and in good condition
Valves, Piping and Coils
Pipe fittings complete and pipes properly supported
Pipes properly labeled
Pipes properly insulated
Strainers in place and clean, blowdown installed
Piping system properly flushed
No leaking apparent around fittings
All coils are clean and fins are in good condition
All condensate drain pans clean and slope to drain, per spec
Valves properly labeled

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 Trade OK? Note #
Valves installed in proper direction
Temperature and pressure gages properly located and secure
Test plugs (P/T) and isolation valves installed per drawings
Fans and Dampers
Supply fan and motor alignment correct
Supply fan belt tension and condition good
Supply fan protective shrouds for belts in place and secure
Supply fan area clean
Supply fan and motor properly lubricated
Return/exhaust fan and motor aligned
Return/exhaust fan belt tension & condition good
Return/exhaust fan protective shrouds for belts in place and secure
Return/exhaust fan area clean
Return/exhaust fan and motor lube lines installed and lubed
Filters clean and tight fitting
Filter pressure differential measuring device installed and functional (magnehelic, inclined
manometer, etc.)
Smoke and fire dampers installed properly per contract docs (proper location, access doors,
appropriate ratings verified)
All dampers close tightly
All damper actuators installed
Ducts
Sound attenuators installed
Duct joint sealant properly installed
No apparent severe duct restrictions
Turning vanes in square elbows as per drawings
OSA intakes located away from pollutant sources & exhaust outlets
Pressure leakage tests completed
Branch duct control dampers operable
Ducts cleaned as per specifications
Balancing dampers installed as per drawings and TAB’s site visit
Electrical
Power disconnects located within site of the unit it controls and labeled
All electric connections tight
Grounding installed for components and unit
Safeties installed and operational
Starter overload breakers installed and correct size
Controls
Control panel(s) and feeds (local disconnects) energized.
Control wiring & control system terminated (flow switch(es), temp/flow/dP sensors, comm., damper
actuators, makeup water meter, etc.) & energized.
Control system interlocks & safety circuits (smoke detector or FACP, high duct static, freeze stat)
terminated & tested.
All control feedback devices are installed where a reliable reading will be provided (temperature,
pressure, flow).

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 Trade OK? Note #
All control devices are now reading and ready for calibration check, below.
Duct static pressure sensor properly located and per drawings & calibrated (> 70% down from fan to
critical TU & >5 duct dia’s upstream and > 10 duct dia’s downstream from takeoffs, etc.).
Duct static pressure sensor location marked on as-built drawings
Low limit freeze stat sensor located to deal with stratification & bypass.
Hardwired interlocks to fire alarm system to shut down unit installed.
Duct smoke detectors in place.
Control wiring in conduit as required per plans/spec.
All serial comm. cable is shielded-twisted pair.
Serial comm. terminating resistors installed as required.
Grounding: all cabinets & circuits per code & mfr instruction.
BAS Point-to-point checks have been completed, documented, & attached, including VFD speed
reference, sensor & actuator calibrations (see calibration section below).
All damper & valve actuators operate full stroke, close tight, without binding.
Wiring schematics attached to each control panel, per spec.
Flow station(s) area factor(s) confirmed to be correct on supply and return fans.
Flow station(s) readings checked against balancer readings and correction factor(s) installed, if
warranted. Document this:
VFD
VFD checks are listed in another checklist. n/a n/a n/a
Sensors and Gages
Temperature, pressure and flow gages and sensors installed
Piping gages, BAS and associated panel temperature and pressure readouts match.
TAB
Installation of system and balancing devices allowed balancing to be completed following specified
NEBB or AABC procedures and contract documents
Smoke and fire dampers and all terminal units are open
Flow station accuracy checked against duct traverse, velgrid on coil or filter bank.

Operational Checks
If acceptable, mark the check box. If unacceptable, indicate the number of the applicable explanatory note attached
to this form.
Check Trade OK? Note #
Supply fan rotation correct (If VFD, check rotation in bypass and VFD Inverter mode)
Return/exhaust fan rotation correct
Return /exhaust fan acceptable noise & vibration
Supply fan has no unusual noise or vibration
Actuator spanned, modulate smoothly and proportional to input signal and EMS readout
All dampers (OSA, RA, EA, etc.) stroke fully without binding and spans calibrated and BAS reading
site-verified
Valves stroke fully and easily and spanning is calibrated
Valves verified to not be leaking through coils when closed at normal operating pressure
Specified point-to-point checks have been completed and documentation record submitted for this
system

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 Check Trade OK? Note #
Restoration of power won’t over-pressurize duct from closed FSD’s.
The HOA switch properly activates and deactivates the unit.
Test that supply or return fan will not start up in hand or bypass until dampers up and downstream
are open so that duct and damper damage don’t occur.
Smoke detector tested to shut down supply and return fans from fire alarm panel (hard wired).

Sensor and Actuator Calibration

All field-installed sensors and gages, and all actuators (dampers and valves) on this piece of equipment shall be
calibrated in accordance with Specification Section ............................................................................ [_____________]
All test instruments shall have had a certified calibration within the last 12 months? ......................................... Y/N
Sensors installed in the unit at the factory with calibration certification provided with no additional wire being added to
the controller need not be field calibrated.
NOTE: This form need not be filled in if the information is in the control contractor’s checkout forms.
Instrument-
Location First Gage or Final Gage or
Sensor or Actuator Tag & Location Measured Pass?
OK? BAS Value BAS Value
Value
Y/N Y/N
Y/N Y/N
Y/N Y/N
Y/N Y/N
Y/N Y/N
Y/N Y/N

General Comments:

END OF CHECKLIST

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