Download - Fan Coil Unit System Checklist
1 FCU Ch eck l is t
Fan Coil Unit System Checklist This checklist should be used and completed throughout the project, and its
dif ferent stages, delivery, storage, installat ion & pre-commissioning, before the
functional test ing occurs.
Project Name:
Date:
Equipment ID.
Contents Contents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Delivery Inspection .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Storage Inspection .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Storage Area .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Storage of Fan Coil Unit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Pre-Installat ion Inspection .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Maintenance/Access .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Pre-Commissioning Inspection .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
General . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Electrical General . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Controls System/Motorized Dampers & Interlocks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Fresh Air Supply [Direct] . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Fresh Air Supply [AHU] . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
System Fire Dampers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Supply Air Fan .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
2 FCU Ch eck l is t
Cooling Coil . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Heating Coil . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Refrigerant Dx Coil System .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Condensate drain/siphon .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Electric Heater . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Supply Air Ductwork . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Return Air Ductwork . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Controls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
3 FCU Ch eck l is t
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 b efore being accepted
into storage.
Any noted damage should be reported to the manufacturer/supplier within 3 days
in writ ing, supported with photographs.
Ref Inspection/Task Yes/No
/[n/a]
Notes
1 Supplier's consolidated delivery
t icket is available, showing all
equipment and ancil laries for
inspection and being used to
check.
2 Copy of the order issued to the
supplier is available for reference
and is being used to check .
3 Equipment is packaged and crated
in separate boxes for maximum
protect ion
4 The unit nameplate and details
match the purchase order
5 Delivery protect ion is dry
6 Unit /s are dry internally
7 The external casing of the unit /s
are undamaged
8 All pipework connections are the
correct size
9 Pipework connections are
undamaged
4 FCU Ch eck l is t
Ref Inspection/Task Yes/No/[n/a]
Notes
10 All pipework handing 's are correct
11 All ducting connections are the
correct size
12 All ancil laries [valves, actuators,
dampers, f i l ters] included in
delivery as per the order and
delivery note
13 Spin the fan blades to ensure not
damaged and out of l ine
14 Check all coils for damage
externally and internally
15 Check drip pan/condensate pan
for damage, including insulat ion.
16 If purchased, check plenums for
damage and ensure they are the
correct sizes & spigots.
17 Replace any protect ion that has
been removed
5 FCU Ch eck l is t
Storage Inspection
Storage Area I f the equipment is to be placed into storage on -site before installat ion, there wil l
be an inspection completed checking the following.
Ref Inspection/Task Yes/No/[n/a]
Notes
1 The area is internal and wil l not
be affected by the weather.
[ i f t h e u ni t is n o t r a t e d fo r ex t er na l us e]
2 The surface where the equipment
is to be placed is f lat .
3 The equipment wil l be raised from
the f loor to allow airf low and stop
the risk of water ingress.
4 The area is well covered and
protected.
5 The area is well venti lated and
has no risk of high humidity .
6 The area is clean & dust-free.
6 FCU Ch eck l is t
Storage of Fan Coil Unit Prior to the units being placed into storage , the following should be checked.
Ref Inspection/Task Yes/No/[n/a]
Notes
1 Units wil l not be stacked .
2 Units wil l not have materials
stacked on them.
3 All ancil laries wi l l be placed in a
safe and secure location , so items
do not go missing or get
damaged.
4 All original packaging is intact and
not removed.
5 Pipework caps are not removed .
6 Ductwork connections a re covered
to stop the ingress of dirt and
foreign objects
7 Unit and all components placed on
a f lat surface.
7 FCU Ch eck l is t
Pre-Installation Inspection Prior to the units being installed, the following should be checked.
Ref Inspection/Task Yes/No
/[n/a]
Notes
1 The slab/wall/base is ready, f lat ,
and level & can bear the weight of
the installat ion and bracketry.
2 I f being installed above an
exist ing ceil ing, ensure that there
is enough space through the
ceil ing grid to install the unit and
ancil laries.
3 The room/area is dry and
watert ight.
4 The area being installed is not
prone to f looding or ponding of
water.
[ f or w a l l mo u nt e d/ f l oo r mou n te d u ni ts ]
5 The room/area the unit wil l be
installed into is clean and dust -
free.
I f there is dust/construct ion work,
then the unit should be protected.
6 I f the unit has a venti lat ion
supply, ensure it is installed ready
for connecting, or the louver has
been installed , if direct fresh a ir.
7 The installat ion of the unit wil l not
impede the installat ion of the
condensate trap/pipework , and the
pipework run vs. fall required wil l
be achievable.
8 FCU Ch eck l is t
Ref Inspection/Task Yes/No/[n/a]
Notes
8 All connections,
pipework/ductwork, etc. , can be
independently supported and not
supported by the unit .
The best pract ice is to install self -
support ing brackets prior to the
connection of the unit
9 Ensure that all access doors are
clear and not blocked from
brackets or other services , where
required.
10 Check to ensure that all
connections kits containing -
gaskets, bolts, cleats, screws are
available to allow bolt ing up of the
equipment and ancil lary
equipment.
11 Remove all transport feet and
bolts.
12 Check that all required cabling is
available for
connection[power/controls] .
9 FCU Ch eck l is t
Maintenance/Access Ref Inspection/Task Yes/No
/[n/a] Notes
1 There is enough space allowed
around and above/below the unit
once installed to perform
maintenance and remove
components.
[ch eck t h e man uf ac t ur er 's mai nt e n anc e
ins t ruc t i o ns f or r eq u i r e me nts ]
2 All doors can be fully opened , and
panels are removed to gain
access to the unit .
3 Check that there is enough space
for coils, fans, and f i l ters to be
removed and replaced.
4 I f 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 f loor level to allow this.
10 FCU Ch eck l is t
Pre-Commissioning Inspection Once the equipment has been installed and prior to the functional test ing and
commissioning phase taking place, the following wil l be checked.
General Ref Inspection/Task Yes/No
/[n/a] Notes
1 Document the information of the
unit from its nameplates and
cross-reference with the specif ied
information to ensure correct.
2 Ensure the unit is level.
3 All-access doors/panels can be
open and closed with no gaps or
leakage.
4 Check that all transport bolts and
feet are removed.
5 External supply/extract louver, if
being used, is installed and f ixed
with no air gaps.
6 All vibrat ion mounts installed
7 Seismic restraints, where
required, installed.
8 Unit and all components , including
valves and controls , are labeled in
l ine with the project naming
convention.
9 Operation and startup manual for
the Fan Coil Unit available.
Electrical General
11 FCU Ch eck l is t
Ref Inspection/Task Yes/No/[n/a] Notes
1 Unit and components are
fully earthed in l ine with
the manufacturer 's
instruct ions.
2 Earthing has been tested
3 Emergency disconnect
installed for each
component in l ine with
NFPA/local code
requirements
4 Electrical voltage from the
site matches the unit
required voltages.
5 All cabling is installed and
connected on the correct
containment/raceways and
not damaged.
6 All cabling has been
tested/torque tested.
7 A local motor control panel
[LMCP] has been installed
8 The local motor control
panel has been electrically
tested
9 All electrical cabling is
labeled in l ine with the
project naming convention.
Controls System/Motorized Dampers & Interlocks
12 FCU Ch eck l is t
Ref Inspection/Task Yes/No/[n/a] Notes
1 Motorized dampers
installed as per the
drawings and open/close
freely.
2 All controls and panels
have been installed to
operate the motorized
dampers
3 Fire trip has been installed
and operating/interlocked
with the venti lat ion system.
Fresh Air Supply [Direct] This wil l cover Fan Coil Units that are installed connected direct ly to the outside
to draw in the fresh air.
Ref Inspection/Task Yes/No
/[n/a]
Notes
1 The posit ion of the intake louver
is in l ine with the design
requirements and posit ioned so
as it wil l not be affected by any
exhaust air .
2 Weather louver/roof cowl
installed and weather t ight with
relevant mesh and is
unobstructed.
3 Weather louver installed with
correct mesh.
4 Weather louver mesh-free area
meets the design requirements
5 Plenum installed connecting the
louver to the ducting.
13 FCU Ch eck l is t
Ref Inspection/Task Yes/No/[n/a]
Notes
6 Plenum has drain installed with
trap to remove any unwanted
ingress of water
7 Plenum has access hatch/s
installed to allow future
maintenance and inspections
8 All fresh air ductwork is
installed, correct size, and
connected to the unit with
correct f ixings
9 All attenuators are installed as
shown on the drawings.
10 All non-return dampers are
installed as per construct ion
drawings.
11 All volume control dampers are
installed as per construct ion
drawings.
12 Ductwork insulated and vapor
seal in l ine with the
specif icat ion.
13 Test holes available in the duct
to allow air readings
Fresh Air Supply [AHU] This wil l cover Fan Coil Units that are installed connected to an AHU system that
supplies its fresh air.
Ref Inspection/Task Yes/No
/[n/a]
Notes
1 The posit ion of ducting is in l ine
with the design requirements .
2 Plenum installed , allowing the
connection of the supply ducting
to the ducting.
14 FCU Ch eck l is t
Ref Inspection/Task Yes/No/[n/a]
Notes
3 All fresh air ductwork is
installed, correct size, and
connected to the unit with
correct f ixings
4 All fresh air has been balanced
and provid ing the correct amount
of airf low at the required
temperature as per design.
5 All attenuators are installed as
shown on the drawings.
6 All non-return dampers are
installed as per construct ion
drawings.
7 All volume control dampers are
installed as per construct ion
drawings.
8 Ductwork insulated and vapor
seal in l ine with the
specif icat ion.
System Fire Dampers Ref Inspection/Task Yes/No
/[n/a] Notes
1 Check that the f ire dampers are
installed, as per the drawings,
and have been tested in l ine with
the project requirements.
Filters
15 FCU Ch eck l is t
Ref Inspection/Task Yes/No/[n/a]
Notes
1 Filter mounting frames are clean
and dust free.
2 Panel f i l ters are installed, clean,
and are of the correct grade.
3 Filters have the correct sealing
gaskets installed.
4 The f i l ters are not jammed in the
rails
5 All components upstream of the
f i l ter are clean and dust -free
6 Panel f i l ters are locked in place
7 Differential pressure sensors are
installed and calibrated.
Supply Air Fan Ref Inspection/Task Yes/No
/[n/a] Notes
1 Electrical connections and
cables are complete, fully tested,
and torqued in l ine with
project /manufacturer
requirements
2 Motor protect ion installed and
operating [Overload]
3 Motor protect ions calibrated
4 Voltage from electrical systems
is correct for the unit
requirements [within +/ -10%]
16 FCU Ch eck l is t
Ref Inspection/Task Yes/No/[n/a]
Notes
5 The fan housing is clean and
dust-free
6 Fan, blades, and motors are
clean and dust -free.
7 Fan belt tension is correct
8 Fan belt condit ion is good
9 Check the t ightness of f ixings
[torque]
10 Impeller is balanced
11 Fan/motor rotates in the correct
direct ion with no obstruct ions [by
hand]
12 Fan/motor rotates in the correct
direct ion with no obstruct ions
[electrically bump unit on ]
Cooling Coil Ref Inspection/Task Yes/No
/[n/a] Notes
1 The cooling coil is clean, in good
condit ion, and the f ins
undamaged.
2 Ensure that the pipework is the
connected and correct size
3 Ensure that the f low and return
pipework handings are correct.
[W at er I n l e t – do wns t r ea m o f th e a i r f l ow
d i rec t i on
Wa te r O ut l e t – u ps t re a m of t h e a i r f lo w
d i rec t i on ]
17 FCU Ch eck l is t
Ref Inspection/Task Yes/No/[n/a]
Notes
4 The installat ion of the pipework
wil l not put stress on the
equipment connections or create
vibrat ions.
5 The materials used between the
equipment and the chil led water
system wil l not cause
Electrolysis.
6 Pipework that is to connect to
the unit has been weld tested.
7 Pipework that is to connect to
the unit has been pressure
tested.
8 Pipework that is to connect to
the unit has been cleaned and
f lushed.
9 Equipment has been
backflushed.
10 The system has been bled and
air removed.
11 The chil led water system has
been hydraulically balanced.
12 Pipework is insulated and vapor
sealed
13 Insulat ion is labe led
14 All pressure gauges installed
and display scale as per design
requirements.
18 FCU Ch eck l is t
Ref Inspection/Task Yes/No/[n/a]
Notes
15 All valves/control valves are
installed, and the correct
direct ion
16 All commissioning devices are
installed
17 All strainers are installed and
clean.
Heating Coil Ref Inspection/Task Yes/No
/[n/a]
Notes
1 The heating coil is clean, in good
condit ion, and the f ins are
undamaged
2 Ensure that the pipework is the
connected and correct size
3 Ensure that the f low and return
pipework handings are correct .
[W at er I n l e t – do wns t r ea m o f th e a i r f l ow
d i rec t i on
Wa te r O ut l e t – u ps t re a m of t h e a i r f lo w
d i rec t i on ]
4 The installat ion of the pipework
wil l not put stress on the
equipment connections or create
vibrat ions.
5 The materials used between the
equipment and the heating water
system wil l not cause
Electrolysis.
19 FCU Ch eck l is t
Ref Inspection/Task Yes/No/[n/a]
Notes
6 Pipework that is to connect to
the unit has been weld tested.
7 Pipework that is to connect to
the unit has been pressure
tested.
8 Pipework that is to connect to
the unit has been cleaned and
f lushed.
9 Equipment has been
backflushed.
10 The system has been bled and
air removed.
11 The heating water system has
been hydraulically balanced.
12 Pipework is insulated and vapor
sealed
13 Insulat ion is labe led
14 All pressure gauges installed
and display scale as per design
requirements.
15 All valves/control valves are
installed and, the correct
direct ion
16 All commissioning devices are
installed
17 All strainers are installed and
clean.
20 FCU Ch eck l is t
Refrigerant Dx Coil System Ref Inspection/Task Yes/No
/[n/a] Notes
1 The refrigerant coil is clean, in
good condit ion , and f ins are
undamaged
2 External condenser installed
3 Ensure that the gas and suction
pipework is connected and the
correct size
4 Ensure that the gas and suction
pipework handing 's are correct.
5 The installat ion of the pipework
wil l not put stress on the
equipment connections or create
vibrat ions.
6 The materials used between the
equipment and the refrigerat ion
pipework system wil l not cause
Electrolysis.
7 Pipework that is to connect to
the unit has been
pressure/vacuum tested.
8 The system is charged with the
correct amount of refrigerant.
9 Pipework is insulated and vapor
sealed
10 Insulat ion is labe led
11 All solenoids installed and
operating
21 FCU Ch eck l is t
Ref Inspection/Task Yes/No/[n/a]
Notes
12 All sight glasses installed
13 All valves/control valves are
installed and, the correct
direct ion
Condensate drain/siphon Ref Inspection/Task Yes/No/[n/a] Notes
1 The condensate is installed
to the correct fall.
2 Ensure it is protected from
any frost with insulat ion
and/or heating cable.
3 There is a trap installed
and is installed in l ine with
manufacturers '
requirements.
[Ch eck man u fac tu rer 's i ns t r uc t io ns
for ca lcu l at io n / r eq ui re me nts ]
4 I f there are mult iple coils
installed on a unit , ensure
the condensate pipework
configurat ion is insta lled in
l ine with the
manufacturer 's
requirements.
5 Check that the size of the
condensate is correct.
6 Ensure the trap is f i l led to
the correct level.
22 FCU Ch eck l is t
Ref Inspection/Task Yes/No/[n/a] Notes
7 Ensure the drain pan is
clean and free of debris
Electric Heater Ref Inspection/Task Yes/No
/[n/a] Notes
1 Operation of the heating coil is
fan controlled/ interlocked
2 Fan delay incorporated into the
control 's logic, allowing the fan
to run [15 mins] after the heater
has deactivated/switched off.
3 Heater elements are clean and
not obstructed by debris
4 All electrical test ing was
completed, including torque tests
of connections.
5 All safety components are
connected and operational ,
including all thermostats to cut
power to the heater if needed.
6 All controls cabling is connected
and installed in l ine with the
manufacturers/design drawings.
7 Power is available to the electric
heater/control panel for
operation.
Supply Air Ductwork This covers ductwork f rom the fan coil unit to gri l les.
23 FCU Ch eck l is t
Ref Inspection/Task Yes/No/[n/a]
Notes
1 All supply air ductwork is
installed, correct size , and
connected to the unit with
correct f ixings
2 All attenuators are installed as
shown on the drawings.
3 All volume control dampers are
installed as per construct ion
drawings.
4 Ductwork insulated and vapor
seal in l ine with the
specif icat ion.
5 Test holes available in the duct
to allow air readings
Return Air Ductwork Ref Inspection/Task Yes/No
/[n/a]
Notes
1 The posit ion of recirculat ion
gri l les is in l ine with the design
requirements and posit ioned so
as wil l not be affected by the
fresh air intake.
[B e mi n df u l o f sh or t cyc l in g]
2 Plenum installed connecting the
gri l les to the ducting/fan coil
unit .
3 Plenum has access hatch/s
installed to allow future
maintenance and inspections
4 All extract air ductwork is
installed, correct size , and
connected to the unit with
correct f ixings
24 FCU Ch eck l is t
Ref Inspection/Task Yes/No/[n/a]
Notes
5 All attenuators are installed as
shown on the drawings.
6 All non-return dampers are
installed as per construct ion
drawings.
7 All volume control dampers are
installed as per construct ion
drawings.
8 Ductwork insulated and vapor
seal in l ine with the
specif icat ion.
9 Test holes available in the duct
to allow air readings
Controls Ref Inspection/Task Yes/No/[n/a] Notes
1 Ensure all sensors and
instruments are installed
as per the control
logic/manufacturers wiring
drawings
2 All sensors are calibrated