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07 Prefunctional Checksheets

Why: Purpose

Prefunctional checksheets (PFCs) serve to verify and document the owner's project requirements as well as critical design or code requirements prior to functional testing.   Forms are developed and customized for each type of equipment and distribution subsystems such as pumps, air handling units, piping, etc.  Very often, the prefunctional checksheet will be similar to or serve as the startup procedures for the equipment.  By reviewing the manufacturer's own startup forms, the commissioning agent can avoid duplication of effort by consolidating the PFC and startup forms into one.

What: Included Information

 At a minimum, prefunctional checksheets have the following sections of verification:
  • Documentation Checks
  • Nameplate Data Checks
  • Installation Checks
  • Operational Checks
  • Signature/ Approval

Documentation Checks

The section verifies the required documentation has been recieved, approved, and is ready for turnover to the owner.  Typical verification items in this section include:
  • Submittals
  • O&M Manuals
  • Factory Tests
  • Field Tests
  • Materials Certifications
  • Record Drawings
  • Shop Drawings
By verifying the proper documentation has been recieved, the commissioning agent ensures a complete information transfer to the owner and operations personnel.

Nameplate Data Checks

Nameplate data checks verify the equipment submitted and installed meet the project requirements found in the drawings schedules, specifications or owner's project requirements.  As the name suggests, this section focuses on nameplate type information such as model numbers, electrical requirements, horsepower, capacity, etc.
 
It is good practice to populate the forms with the design data and have the submittal and field checks as adjacent columns so that a quick comparison can be made during each phase.  Items that are deviations from the previous column will need to be resolved or approved.

Installation Checks

Installation checks verify the equipment has been properly installed per the following:
  • Drawings
  • Specifications
  • Owner's Project Requirements
  • Manufacturer's Requirements
  • Codes
  • Construction Best Practices 
At a minimum, the list of checked items typically include the more critical requirements that imact performance of the equipment or are a potential safety issue.  The more critical or hazardous the equipment or system, the more items will need to be included on the sheet.

Operational Checks

Operational checks mere verify the equipment will in fact operate without any issues such as vibration, excess noise, or general failure.  Items checked may include motor or equipment rotation as well as ability to generate desired output such as chilled water or conditioned air.  These checks will not verify performance or system functionality, but will ensure the equipment will operate while being adjusted, balanced, and ultimately functional/ performance tested. 

Signature Blocks/ Approval

 This provides the commissioning team members an area to sign and approve the completed form. 

When: Project Phase/ Task Timing

Initially the templates are developed and pre-populated with the design data during the design phase to be included in the specifications.  The submittal data is added by either the commissioning agent during his review or by the subcontractor as part of the submittal process.  Finally, the remaining portions of the form are completed by the subcontractor during construction and prior to functional/ performance testing. 

How: Development Sources

  •  Manufacturer's Startup Forms
  • Drawings
  • Specifications
  • Owner's Project Requirements
  • Manufacturer's Requirements
  • Codes
  • Construction Best Practices

 Who: Team Members Involved

The prefunctional checksheet development process can involve the following commissioning team members:
  •  Commissioning Agent
  •  Architect/ Engineering Team
  •  Contractor/ Construction Manager
  •  Subcontractor
  •  Vendors
  •  Manufacturers
Execution of the prefunctional checksheets in the field typically involves the relevant subcontractor with back checks by the commissioning agent. 
 

 Samples

 
Ċ
David Venters, PE,
Aug 25, 2012, 11:40 AM
Ċ
David Venters, PE,
Aug 25, 2012, 11:41 AM
Ċ
David Venters, PE,
Aug 25, 2012, 11:41 AM
Ċ
David Venters, PE,
Aug 25, 2012, 11:41 AM
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