The NEBB Professional – Summer 2013
access changes as other subs complete their work.
Installation Check Sheets should have:
a. Location of the equipment
b. Manufacture / Model Number
c. Type / Size / Capacity
d. Electrical Characteristics V / Phase / Amps
e. Verification lines for required access area
f. Verification lines for installed devices, hangars,
pipe, duct, insulation, conduit or wire.
Startup Check Sheets
Startup check sheets are intended to document the
actual start up data at the time of startup representing
brand new conditions. Startup Check Sheets should
always be completed by the person doing the startup
so this data can be accurately captured. Startup Check
Sheets should have:
a. Manufacture / Model Number
b. Verification lines for startup procedures such
as; lubrication, pressure testing, adjusting,
alignment, etc.
c. Verification lines for startup data, such as;
operating V / A, operating flows and pressures,
operating temperatures, operating setpoints,
and alarm settings.
Type of Check Sheets
Traditionally PFT Check Sheets are keyed to a single
piece of equipment or a component of a system with
many forms for a complete system. This was done so
different people could work on multiple machines at the
same time. This worked well except for the quantity of
check sheets produced for the project. The more check
sheets you have to keep track of through the process,
the more of a headache check sheets become. One
way to lower the total number of forms is to move to a
Commissioning Check Sheets
Pre Functional commissioning check sheets are used
to verify installation and startup of pieces of equipment
and systems. Under the NEBB process these check
sheets are created by the commissioner and can
either be completed by the contractors or by the
commissioner during inspections. Pre Functional check
sheets are normally divided into two types: the first for
installation verification, and the second to document
startup. It is permissible to use contractor or vendor
startup documentation as the startup check sheet
instead of completing a commissioner created startup
check sheet. Sometimes this does not work because
the contractors or vendors startup documentation is
either a pre startup check sheet or a marketing piece
meant to satisfy warranty requirements. I have had
centrifugal chiller startup forms from a manufacture
that only stated that the unit was started up and on
what data, and no other data was included. So what
should these check sheets contain?
Installation Check Sheets
Installation Check Sheets are used to record the
verification of installation. If done by the contractors,
make sure they contain their signature and the
name of the person performing the verification.
These become proof that the contractor said he
verified the installation. If later it is found to not have
been installed correctly by subsequent inspection
by the Certified Professional (CP), then the signed
check sheets can be used as backup for the quality
of the contractors QC program. If the CP is going
to complete the check sheets, there is less need
to monitor the progress of the forms since the CP
always knows where they are and when they will
be completed. If self performing this task, it is
important to realize they should be completed near
the end of the installation phase of the project since
Commissioning Techniques
Jim Bochat | Chairman of NEBB’s Building Systems
Commissioning Committee