Appendix 3 - Sample Functional Test Plan

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FUNCTIONAL TEST

Project:__________________________________________ FT-________ SPLIT AC UNITS ACCU-1 thru 7; FCU-1 thru 7 1. Participants

Party ___________________________________________________ ___________________________________________________ Participation ____________________________________________________

Party filling out this form and witnessing testing ______________________________ Date of test ______________________

2. Prerequisite Checklist
a. The following have been started up and startup reports and prefunctional checklists submitted and approved ready for functional testing: __ ACCU-1-7; FCU-1-7 b. __ All control system functions for this and all interlocking systems are programmed and operable per contract documents, including final setpoints and schedules with debugging, loop tuning and sensor calibrations completed. __________________________________ Controls Contractor Signature or Verbal _________________________ Date

c. d. e. f. g. h. i. j. k.

__ Test and balance (TAB) completed and approved for the hydronic systems and terminal units connected. __ All A/E punchlist items for this equipment corrected. __ These functional test procedures reviewed and approved by installing contractor. __ Safeties and operating ranges reviewed. __ Test requirements and sequences of operation attached. __ Have all energy savings control strategies, setpoints and schedules been incorporated that this equipment and control system are capable of? If not, list recommendations below. __ BAS Program Review. Review the BAS software control program(s) for this equipment. Parameters, setpoints and logic sequences appear to follow the specified written sequences. __ Packaged Control Program Review. Review the packaged control program(s) for this equipment. Parameters, setpoints and logic sequences appear to follow the specified written sequences. __ Record of All Values for Current Setpoints changed to Accommodate Testing:

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Parameter FCU-1 Setpt, occup.

Pre-Test Values

Returned to Pre-Test Values

Parameter FCU-5 Setpt, occup.

Pre-Test Values

Returned to Pre-Test Values

FCU-2 Setpt, occup.

FCU-6 Setpt, occup.

FCU-3 Setpt, occup.

FCU-7 Setpt, occup.

FCU-4 Setpt, occup.

3. Sensor Calibration Checks

Check the sensors listed below for calibration and adequate location. This is a sampling check of calibrations done during prefunctional checklisting. Test the packaged controls and BAS readings. In calibration means making a reading with a calibrated test instrument within 6 inches of the site sensor. Verify that the sensor reading (via the permanent thermostat, gage, packaged control panel or building automation system (BAS)) compared to the test instrument-measured value is within the tolerances specified in the prefunctional checklist requirements (_________________________________). If not, install offset in BAS, calibrate or replace sensor. Use the same test instruments as used for the original calibration, if possible.

Sensor & Location

Location OK1

1st Gage or Pkg & BAS Values Stat: Stat: Stat: Stat: Stat: Stat: Stat:

Instru. Measd Value

Final Gage or Pkg & BAS Values Stat: Stat: Stat: Stat: Stat: Stat: Stat:

Pass Y/N?

FCU-1 stat temp. FCU-2 stat temp. FCU-3 stat temp. FCU-4 stat temp. FCU-5 stat temp. FCU-6 stat temp. FCU-7 stat temp.

4. Device Calibration Checks

--none--

Sensor location is appropriate and away from causes of erratic operation.

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5. Verification of Misc. Prefunctional Checks

Misc. site checks of the prefunctional checklist and startup reports completed successfully. 1. 2. no bubbles. OK? Circle unit # 1, 2, 3, 4, 5, 6, 7, 8. ___All OK? Moisture indicator in sight glass reads green. OK? Circle unit # 1, 2, 3, 4, 5, 6, 7, 8. Pass? Y / N _______ ___ All OK? Read sight glass at the condenser during operation. If temperature is over 70F outside, there should be

6.

Functional Testing Procedures (record results in Section 7)

Proced. No.
1

Seq. ID1

Test Procedure (including special conditions)

FCU-; ACCU-1 Occupied Mode. A) In occupied mode, lower the FCU- setpoint to be 3F lower than current space temp. b) Raise the setpoint to be = to the space temperature. Return setpoints to original.

Expected and Actual Response3 [Write ACTUAL response in brackets or circle]

a) FCU- starts. ACCU-1 starts and ~55F air is delivered to space. Observe that there is no excessive noise in the evaporator fan or condenser fan. b) FCU- and ACCU- shut OFF. Observe the FCU shut down.

Pass Y/N & Note #

ACCU Failure. With the units running in normal mode, shut off power to the ACCU. Low Temp. Operation. During outdoor weather between 20F and 30F, verify that the unit functions and does not shut down on safeties. TREND LOG 1. For 3 of the units, during near design conditions in summer, trend the OSAT and the space temp, in 15 min. intervals for 3 days. -Return all changed control parameters 4 and conditions to their pre-test values

Unit operates at specified low ambient temperatures.

Verify that the unit keeps the space within +/- 3F of setpoint.

Check off in Section 2 above when completed

MONITORING AND TREND LOGGING. Five monitoring via BAS trend logs are required per test Procedure 4. Trend logs none shall be provided in electronic continuous columnar spreadsheet compatible format. Trends all shall be provided in hard tabular format (continuous columnar with time in left column and at least four columns of point values in adjacent columns). All points for a given trend will begin at exactly the same time. Provide a key to all abbreviations. Attach representative graphs or columnar data and explanatory analysis to this test report.

Record Foot Notes

1 2 3 4

Sequences of operation specified in Contract Documents (attached). Step-by-step procedures for manual testing, trend logging or data-logger monitoring. Include tolerances for a passing condition. Record any permanently changed parameter values and submit to Owner.

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FCU / ACCU ID # Procedure 1a. Lower space setpoint. FCU starts and then ACCU starts (Y/N) 1a. ~ 55F air delivered (record air temp) 1a. No excessive evap or cond. Noise (Y/N) 1b.Raise space setpoint to meet space. FCU and ACCU shut OFF, (Y/N) 2. Lower setpoint till running. Shut off power to ACCU. FCU shuts down. (Y/N) 3. Observe operation during 20-30F. Units run OK. (Y/N). 4. Trend 3 of the units. Maintain setpoint? (Y/N) 5. Return setpoints to original? (Y/N) 1 2 3 4 5 6 7

7. TEST RECORD SHEET

List any tests that were deficient:

-- END OF TEST --

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