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HVAC Commissioning Checklist Form Template

Ensure Efficient and Safe HVAC System Commissioning

Missing crucial checks during HVAC commissioning can lead to costly repairs and safety risks for occupants. This HVAC commissioning checklist form template helps contractors like you systematically test and verify every component of your HVAC system for optimal performance. Benefit from clear itemization, improved compliance with industry standards, enhanced communication with clients, and minimized risks during installation. Ready to simplify your workflow? Try the live template now.

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Project or site name
Site address
Client or site contact name
Client or site contact phone
Technician name
Commissioning date
Equipment type
Please Specify:
Manufacturer
Model number
Serial number
Refrigerant type
R-410A
R-32
R-454B
R-134a
R-22
CO2 (R-744)
Other/Unknown
Primary heating type
Electric resistance
Gas furnace
Heat pump
Hot water coil
None/Not applicable
Other
Please Specify:
Unit secured and level
Pass
Fail
Not applicable
Required clearances maintained per manufacturer
Pass
Fail
Not applicable
Filters installed and clean
Pass
Fail
Not applicable
Condensate drain properly installed with trap/float where required
Pass
Fail
Not applicable
Refrigerant lines insulated, supported, and free of kinks
Pass
Fail
Not applicable
Electrical connections landed, labeled, and tightened; equipment grounded
Pass
Fail
Not applicable
Supply voltage within +/-10% of nameplate
Within spec
Out of spec
Not applicable
Measured supply voltage (L-L / L-N)
Breaker/fuse size
Phase rotation correct (if 3-phase)
Correct
Incorrect
Not applicable
Pressure test and evacuation completed and passed
Pass
Fail
Not applicable
Refrigerant charge verification status
Within spec
Out of spec
Not applicable
Measured superheat or subcooling (specify which and value)
Charge method used
Weighed in
Subcooling
Superheat
Manufacturer chart
Not applicable
Measured external static pressure (in. w.c.)
External static pressure within manufacturer limits
Within spec
Out of spec
Not applicable
Measured supply/return air delta T
Delta T acceptable for operating mode
Within spec
Out of spec
Not applicable
Thermostat/controller configured correctly (staging, setpoints, schedules)
Pass
Fail
Not applicable
Cooling and heating calls operate as expected
Pass
Fail
Not applicable
Condensate safety switch tested
Pass
Fail
Not applicable
Economizer or outdoor air operation verified (if provided)
Pass
Fail
Not applicable
Heating source operational
Pass
Fail
Not applicable
Ignition or heat sequence verified
Pass
Fail
Not applicable
Heat pump reversing valve operates correctly
Pass
Fail
Not applicable
Work area cleaned and debris removed
Yes
No
Manuals and warranty delivered
Left on site
Emailed to client
Uploaded to portal
Not applicable
Additional notes or observations
Technician signature (type full name)
Signature date
Client briefed on operation and maintenance
Yes
No
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paper art illustration featuring HVAC commissioning checklist form template and related elements

When to use this form

Use this checklist during startup, retrofits, and seasonal recommissioning to prove the system meets design intent before handover. It helps mechanical contractors, commissioning agents, and facility managers confirm equipment data, flows, controls, and safety interlocks. For example, use it when bringing a new RTU online, after a BMS control upgrade, or when documenting baseline readings for warranty. The notes you capture feed follow-up work orders and service logs, which you can track with the Maintenance record form. If your BAS workstation manages trends and alarms, pair this with the Computer maintenance checklist form to keep that PC reliable.

Must Ask HVAC Commissioning Checklist Questions

  1. Have you verified installed equipment matches approved submittals and design schedules?

    This confirms the right models, capacities, voltages, and refrigerants are in place before testing. Catching mismatches early prevents chasing bad data and costly rework.

  2. Are airflow and water flow balanced to design setpoints at all terminal and plant devices?

    Recording measured versus design values creates a performance baseline. Proper balance improves comfort, noise levels, and energy use.

  3. Do controls, sensors, and sequences of operation function as written, including trend logs and alarms?

    Testing setpoints, resets, and interlocks proves the system will respond to load and fault conditions. Verified sequences reduce nuisance alarms and callbacks.

  4. Have all safety interlocks, reliefs, and shutdowns been tested and documented, including emergency stops?

    This protects people and equipment and supports compliance with site safety policies. Documented results help satisfy AHJ requirements and warranties.

  5. Are O&M manuals complete, and has owner training been delivered with clear preventive maintenance tasks and schedules?

    A clean turnover reduces startup issues and sets your team up for consistent care. Defined tasks and schedules make future service faster and auditable.

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