FAN COIL UNIT | Pre-Commissioning Checklist

July 3, 2022 |

This fan coil unit commissioning checklist can be used and completed throughout the project and its different stages covering:

  • delivery,
  • storage,
  • installation &
  • pre-commissioning

Once the pre-functional checks have been completed, the fan coil unit’s full functional testing/commissioning can be conducted.

This checklist should be used and completed throughout the project, and its different stages, delivery, storage, installation & pre-commissioning, before the functional testing occurs.

We have written a detailed article on functional testing a Fan Coil Unit see FAN COIL UNIT | Detailed Onsite Functional Testing Procedure

Delivery Inspection

Once the Fan Coil Unit arrives at the site, usually delivered by a transport company, the following should be checked with the driver before being accepted into storage.

Any noted damage should be reported to the manufacturer/supplier within 3 days in writing, supported with photographs.

RefInspection/Task
1Supplier's consolidated delivery ticket is available, showing all equipment and ancillaries for inspection and being used to check.
2Copy of the order issued to the supplier is available for reference and is being used to check.
3Equipment is packaged and crated in separate boxes for maximum protection.
4The unit nameplate and details match the purchase order.
5Delivery protection is dry.
6Unit/s are dry internally.
7The external casing of the unit/s is undamaged.
8All pipework connections are the correct size.
9Pipework connections are undamaged.
10All pipework handings are correct.
11All ducting connections are the correct size.
12All ancillaries [valves, actuators, dampers, filters] included in delivery as per the order and delivery note
13Spin the fan blades to ensure not damaged and out of line
14Check all coils for damage externally and internally.
15Check drip pan/condensate pan for damage, including insulation.
16If purchased, check plenums for damage and ensure they are the correct sizes & spigots.
17Replace any protection that has been removed

Storage Inspection

Storage Area

If the equipment is to be placed into storage on-site before installation, there will be an inspection completed checking the following.

RefInspection/Task
1The area is internal and will not be affected by the weather. [if the unit is not rated for external use]
2The surface where the equipment is to be placed is flat.
3The equipment will be raised from the floor to allow airflow and stop the risk of water ingress.
4The area is well covered and protected.
5The area is well ventilated and has no risk of high humidity.
6The area is clean & dust-free.
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Storage of Fan Coil Unit

Before the units being placed into storage, the following should be checked.

RefInspection/Task
1Units will not be stacked.
2Units will not have materials stacked on them.
3All ancillaries will be placed in a safe and secure location, so items do not go missing or get damaged.
4All original packaging is intact and not removed.
5Pipework caps are not removed.
6Ductwork connections are covered to stop the ingress of dirt and foreign objects.
7Unit and all components placed on a flat surface.

Pre-Installation Inspection

Prior to the units being installed, the following should be checked.

RefInspection/Task
1The slab/wall/base is ready, flat, and level & can bear the weight of the installation and bracketry.
2If being installed above an existing ceiling, ensure that there is enough space through the ceiling grid to install the unit and ancillaries.
3The room/area is dry and watertight.
4The area being installed is not prone to flooding or ponding of water. [for wall mounted/floor mounted units]
5The room/area the unit will be installed into is clean and dust-free. If there is dust/construction work, then the unit should be protected.
6If the unit has a ventilation supply, ensure it is installed ready for connecting, or the louver has been installed, if direct fresh air.
7The installation of the unit will not impede the installation of the condensate trap/pipework, and the pipework run vs. fall required will be achievable.
8All connections, pipework/ductwork, etc., can be independently supported and not supported by the unit. The best practice is to install self-supporting brackets prior to the connection of the unit
9Ensure that all access doors are clear and not blocked from brackets or other services, where required.
10Check to ensure that all connections kits containing - gaskets, bolts, cleats, screws are available to allow bolting up of the equipment and ancillary equipment.
11Remove all transport feet and bolts.
12Check that all required cabling is available for connection[power/controls].

Maintenance/Access

RefInspection/Task
1There is enough space allowed around and above/below the unit once installed to perform maintenance and remove components. [check the manufacturer's maintenance instructions for requirements]
2All doors can be fully opened, and panels are removed to gain access to the unit.
3Check that there is enough space for coils, fans, and filters to be removed and replaced.
4If the unit is mounted at high level, confirm that there is a safe manner to remove the parts and components and that there is enough space at high level and at the floor level to allow this.

Pre-Commissioning Inspection

Once the equipment has been installed and prior to the functional testing and commissioning phase taking place, the following will be checked.

General

RefInspection/Task
1Document the information of the unit from its nameplates and cross-reference with the specified information to ensure correct.
2Ensure the unit is level.
3All-access doors/panels can be open and closed with no gaps or leakage.
4Check that all transport bolts and feet are removed.
5External supply/extract louver, if being used, is installed and fixed with no air gaps.
6All vibration mounts installed
7Seismic restraints, where required, installed.
8Unit and all components, including valves and controls, are labeled in line with the project naming convention.
9Operation and startup manual for the Fan Coil Unit available.

Electrical General

RefInspection/Task
1Unit and components are fully earthed in line with the manufacturer's instructions.
2Earthing has been tested
3Emergency disconnect installed for each component in line with NFPA/local code requirements
4Electrical voltage from the site matches the unit required voltages.
5All cabling is installed and connected on the correct containment/raceways and not damaged.
6All cabling has been tested/torque tested.
7A local motor control panel [LMCP] has been installed
8The local motor control panel has been electrically tested
9All electrical cabling is labeled in line with the project naming convention.

Controls System/Motorized Dampers & Interlocks

RefInspection/Task
1Motorized dampers installed as per the drawings and open/close freely.
2All controls and panels have been installed to operate the motorized dampers
3Fire trip has been installed and operating/interlocked with the ventilation system.

Fresh Air Supply [Direct]

This will cover Fan Coil Units that are installed connected directly to the outside to draw in the fresh air.

RefInspection/Task
1The position of the intake louver is in line with the design requirements and positioned so as it will not be affected by any exhaust air.
2Weather louver/roof cowl installed and weather tight with relevant mesh and is unobstructed.
3Weather louver installed with correct mesh.
4Weather louver mesh-free area meets the design requirements
5Plenum installed connecting the louver to the ducting.
6Plenum has drain installed with trap to remove any unwanted ingress of water
7Plenum has access hatch/s installed to allow future maintenance and inspections
8All fresh air ductwork is installed, correct size, and connected to the unit with correct fixings
9All attenuators are installed as shown on the drawings.
10All non-return dampers are installed as per construction drawings.
11All volume control dampers are installed as per construction drawings.
12Ductwork insulated and vapor seal in line with the specification.
13Test holes available in the duct to allow air readings

Fresh Air Supply [AHU]

This will cover Fan Coil Units that are installed connected to an AHU system that supplies its fresh air.

RefInspection/Task
1The position of ducting is in line with the design requirements.
2Plenum installed, allowing the connection of the supply ducting to the ducting.
3All fresh air ductwork is installed, correct size, and connected to the unit with correct fixings
4All fresh air has been balanced and providing the correct amount of airflow at the required temperature as per design.
5All attenuators are installed as shown on the drawings.
6All non-return dampers are installed as per construction drawings.
7All volume control dampers are installed as per construction drawings.
8Ductwork insulated and vapor seal in line with the specification.
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System Fire Dampers

RefInspection/Task
1Check that the fire dampers are installed, as per the drawings, and have been tested in line with the project requirements.

Filters

RefInspection/Task
1Filter mounting frames are clean and dust-free.
2Panel filters are installed, clean, and are of the correct grade.
3Filters have the correct sealing gaskets installed.
4The filters are not jammed in the rails
5All components upstream of the filter are clean and dust-free
6Panel filters are locked in place
7Differential pressure sensors are installed and calibrated.

Supply Air Fan

RefInspection/Task
1Electrical connections and cables are complete, fully tested, and torqued in line with project/manufacturer requirements
2Motor protection installed and operating [Overload]
3Motor protections calibrated
4Voltage from electrical systems is correct for the unit requirements [within +/-10%]
5The fan housing is clean and dust-free
6Fan, blades, and motors are clean and dust-free.
7Fan belt tension is correct
8Fan belt condition is good
9Check the tightness of fixings [torque]
10Impeller is balanced
11Fan/motor rotates in the correct direction with no obstructions [by hand]
12Fan/motor rotates in the correct direction with no obstructions [electrically bump unit on]

Cooling Coil

RefInspection/Task
1The cooling coil is clean, in good condition, and the fins undamaged.
2Ensure that the pipework is the connected and correct size
3Ensure that the flow and return pipework handings are correct. [Water Inlet – downstream of the airflow direction Water Outlet – upstream of the airflow direction]
4The installation of the pipework will not put stress on the equipment connections or create vibrations.
5The materials used between the equipment and the chilled water system will not cause Electrolysis.
6Pipework that is to connect to the unit has been weld tested.
7Pipework that is to connect to the unit has been pressure tested.
8Pipework that is to connect to the unit has been cleaned and flushed.
9Equipment has been backflushed.
10The system has been bled and air removed.
11The chilled water system has been hydraulically balanced.
12Pipework is insulated and vapor sealed
13Insulation is labeled
14All pressure gauges installed and display scale as per design requirements.
15All valves/control valves are installed, and the correct direction
16All commissioning devices are installed
17All strainers are installed and clean.

Heating Coil

RefInspection/Task
1The heating coil is clean, in good condition, and the fins are undamaged
2Ensure that the pipework is the connected and correct size
3Ensure that the flow and return pipework handings are correct. [Water Inlet downstream of the airflow direction, Water Outlet upstream of the airflow direction]
4The installation of the pipework will not put stress on the equipment connections or create vibrations.
5The materials used between the equipment and the heating water system will not cause Electrolysis.
6Pipework that is to connect to the unit has been weld tested.
7Pipework that is to connect to the unit has been pressure tested.
8Pipework that is to connect to the unit has been cleaned and flushed.
9Equipment has been backflushed.
10The system has been bled and air removed.
11The heating water system has been hydraulically balanced.
12Pipework is insulated and vapor sealed
13Insulation is labeled
14All pressure gauges installed and display scale as per design requirements.
15All valves/control valves are installed and, the correct direction
16All commissioning devices are installed
17All strainers are installed and clean.

Refrigerant Dx Coil System

RefInspection/Task
1The refrigerant coil is clean, in good condition, and fins are undamaged
2External condenser installed
3Ensure that the gas and suction pipework is connected and the correct size
4Ensure that the gas and suction pipework handing's are correct.
5The installation of the pipework will not put stress on the equipment connections or create vibrations.
6The materials used between the equipment and the refrigeration pipework system will not cause Electrolysis.
7Pipework that is to connect to the unit has been pressure/vacuum tested.
8The system is charged with the correct amount of refrigerant.
9Pipework is insulated and vapor sealed
10Insulation is labeled
11All solenoids installed and operating
12All sight glasses installed
13All valves/control valves are installed and, the correct direction

Condensate drain/siphon

RefInspection/Task
1The condensate is installed to the correct fall.
2Ensure it is protected from any frost with insulation and/or heating cable.
3There is a trap installed and is installed in line with manufacturers' requirements. [Check manufacturer's instructions for calculation/requirements]
4If there are multiple coils installed on a unit, ensure the condensate pipework configuration is installed in line with the manufacturer's requirements.
5Check that the size of the condensate is correct.
6Ensure the trap is filled to the correct level.
7Ensure the drain pan is clean and free of debris

Electric Heater

RefInspection/Task
1Operation of the heating coil is fan controlled/interlocked
2Fan delay incorporated into the control's logic, allowing the fan to run [15 mins] after the heater has deactivated/switched off.
3Heater elements are clean and not obstructed by debris
4All electrical testing was completed, including torque tests of connections.
5All safety components are connected and operational, including all thermostats to cut power to the heater if needed.
6All controls cabling is connected and installed in line with the manufacturers/design drawings.
7Power is available to the electric heater/control panel for operation.

Supply Air Ductwork

This covers ductwork from the fan coil unit to grilles.

RefInspection/Task
1All supply air ductwork is installed, correct size, and connected to the unit with correct fixings
2All attenuators are installed as shown on the drawings.
3All volume control dampers are installed as per construction drawings.
4Ductwork insulated and vapor seal in line with the specification.
5Test holes available in the duct to allow air readings

Return Air Ductwork

RefInspection/Task
1The position of recirculation grilles is in line with the design requirements and positioned so as will not be affected by the fresh air intake. [Be mindful of short cycling]
2Plenum installed connecting the grilles to the ducting/fan coil unit.
3Plenum has access hatch/s installed to allow future maintenance and inspections
4All extract air ductwork is installed, correct size, and connected to the unit with correct fixings
5All attenuators are installed as shown on the drawings.
6All non-return dampers are installed as per construction drawings.
7All volume control dampers are installed as per construction drawings.
8Ductwork insulated and vapor seal in line with the specification.
9Test holes available in the duct to allow air readings

Controls

RefInspection/Task
1Ensure all sensors and instruments are installed as per the control logic/manufacturers wiring drawings  
2All sensors are calibrated.

Fan Coil Unit Pre-Functional Testing Checklist [PDF]

To help us expand the site and create more resources, we have created the below documentation in [Microsoft Word] + [Microsoft Excel] for download.

Click the ‘Buy Here‘ button to purchase the fully editable copy of the document below, which can be used straight away.

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Fan Coil Unit Pre-Functional Checklist [Microsoft Word]

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Fan Coil Unit Pre-Commissioning Checklist [Microsoft Excel]

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