This appendix defines acceptance procedures that must be completed on certain controls and equipment before the installation is deemed to be in compliance with the Standards. These requirements apply to all newly installed equipment for which there are acceptance requirements in new and existing buildings. The procedures apply to nonresidential, multifamily, hotel/motel buildings and covered processes as defined by the California Energy Commission’s Energy Efficiency Standards for Nonresidential Buildings (Standards). The purpose of the acceptance tests is to assure:

1. The presence of equipment or building components according to the specifications in the compliance documents.
2. Installation quality and proper functioning of the controls and equipment to meet the intent of the design and the Standards.

Modifications and additions to these acceptance requirements needed to improve clarity or to better ensure proper installation and functionality may be approved by the Energy Commission.

Acceptance requirements are defined as implementation of targeted inspection checks and functional and performance testing to determine whether specific building components, equipment, systems, and interfaces between systems conform to the criteria set forth in the Standards and to related construction documents (plans or specifications). Acceptance requirements improve code compliance effectiveness and help meet the expected level of performance.

Acceptance testing is not intended to take the place of commissioning or test and balance procedures that a building owner might incorporate into a building project. It is an adjunct process focusing only on demonstrating compliance with the Standards.

Individuals who perform the field testing and verification work, and provide the information required for completion of the Certificate of Acceptance documentation are not required to be licensed professionals. The person who signs the Certificate of Acceptance document to certify compliance with the acceptance requirements shall be licensed as specified in Standards Section 10-103(a)4.

The Certificate of Acceptance shall be signed by the person who is in charge of the acceptance testing for the scope of work identified on the Certificate of Acceptance. The Responsible Person shall be a licensed professional who is eligible under Division 3 of the Business and Professions code in the applicable classification, to take responsibility for the aspects of the system design, construction, or installation applicable to the scope of work identified on the Certificate of Acceptance. The Responsible Person shall review the information on the Certificate of Acceptance document and sign the document to certify compliance with the acceptance requirements. The Responsible Person shall assume responsibility for the acceptance testing work performed by the Field Technician agent(s) or employee(s), and if necessary shall interview the person who performed the acceptance test work in order to ascertain whether the testing work reported on the Certificate of Acceptance was completed as reported and is consistent with the Responsible Person's expectation. The Responsible Person may also perform the required acceptance testing work, and in that case shall also sign as the Field Technician on the Certificate of Acceptance document.

The Field Technician is responsible for performing the acceptance test procedures and documenting the results on the Certificate of Acceptance document. The Field Technician shall sign the Certificate of Acceptance to certify that the information provided on the Certificate of Acceptance is true and correct. Field Technicians shall be certified Acceptance Test Technicians (ATT) when required by Sections 10-103.1 or 10-103.2.

Documentation Authors who provide administrative support for document preparation for Certificate of Acceptance documentation shall sign a declaration statement on the documents they prepare to certify the information provided on the documentation is accurate and complete.

The Certificate of Acceptance shall be submitted to the enforcement agency in order to receive the final Certificate of Occupancy. The enforcement agency shall have the authority to require the Responsible Person and Field Technician to demonstrate competence, to its satisfaction.

Each fenestration product shall provide an NFRC Label Certificate or the Commission’s Fenestration Certificate to identify the thermal performance (e.g., U-factor, SHGC, and VT) of each fenestration product being installed. The labels shall be located at the job site for verification by the enforcement agency. In addition, the responsible party shall fill out the Fenestration Acceptance Certificate. The responsible party shall verify the thermal performance of each specified fenestration product being installed matches the label certificate, energy compliance documentation and building plans. A copy of the certificate shall be given to the building owner and the enforcement agency for their records.

The responsible party shall verify the following:

1. The thermal performance for each fenestration product matches the building plans, energy compliance documentation, and the label certificate; and
2. The delivery receipt or purchase order matches the delivered fenestration product(s); and
3. Verify the NFRC Label Certificate is filled out and includes an NFRC’s Certified Product Directory (CPD) number and a Certificate Number (when the Component Modeling Approach Label is submitted).
4. For non-rated fenestration verify Fenestration Certificate of Compliance is completely filled.
5. The Certificate of Acceptance form is completed and signed.

1. NFRC Product Label Certificate:
   1.    The Component Modeling Approach (CMA) Label Certificate can list a single or multiple fenestration products, each with its own CPD number on the left column and verified for authenticity by contacting NFRC or

2.    The Certificate Number for each CMA Label Certificate can be verified for authenticity by contacting NFRC or
3.    Commission’s Fenestration Label Certificate:
4.    The Fenestration Certificate of Compliance is used to document Fenestration products not certified or rated by NFRC by using the Commission’s Default Table values in §110.6-A and Table 110.6-B or the calculated values as indicated Nonresidential Appendix NA6.

b. Purchase Order or Receipt:        

These procedures detail the installation and verification protocols necessary to meet acceptance requirements of window films. Each window film product shall be provided with a temporary NFRC Label on the box to identify the thermal performance (e.g. U-factor, Solar Heat Gain Coefficient(SHGC), and Visible Transmittance (VT)) of each window film product being installed. The labels, an Energy Commission Default Fenestration Certificate of Compliance form or an NFRC label, shall be located at the job site for verification by the enforcement agency. In addition, the responsible person shall fill out the Installation Certificate and the Certificate of Acceptance, Fenestration Acceptance Certificate. The responsible person shall verify the thermal performance of each window film to be installed matches the energy Certificate of Compliance documentation and building plans. A copy of the Installation and Acceptance certificate shall be given to the building owner and the enforcement agency for their records.

1. Verify the name of the manufacture or brand name matches with building plans;
2. From the building plans or energy compliance forms, identify the azimuth orientation in degrees or in cardinal orientation for each of the window film to be installed to ensure the correct window film specifications are installed in the appropriate orientation;
3. Verify the temporary NFRC label on the box for each window film’s U-factor, Solar Heat Gain (SHGC) and Visible Transmittance (VT) matches the energy compliance Certificate of Installation documentation and building plans, if the U-factor and SHGC values do not match refer back to the Responsible Person of the building construction or enforcement agency. Energy recompliance may have to be done and building plans updated;
4. Verify the NFRC Window Film Label Certificate is filled out and includes an NFRC’s Certified Product Directory (CPD) number;
5. List the NFRC Certified Product Directory (CPD) identification (ID) number provided on the label on the Certificate of Installation;
6. If no NFRC Label is included on the box or identification of the window film then verify with the Responsible Person of the building construction or enforcement agency to ensure the window film is actually meets or exceeds the energy specifications before installation;
7. Installation of window films shall follow the International Window Film Association (IWFA) Visual Quality Standards for Applied Window Film (dated January 1, 2015); and
8. After the installation the installer completes and signs the Declaration Statement on the Certificate of Installation. A signed copy of the Certificate(s) of Installation shall remain at the job site for verification by the building inspector.

1. Verify the Certificate of Installation and the Declaration Statement is signed before inspection; and
2. The window film(s) label on the box matches the Certificate of Installation and building plan’s schedule, U-factor, SHGC, and VT for each of the installed window films; and
3. If any of the acceptance procedures fails, refer back to the Responsible Person, Installer, or the enforcement agency for correction; and, after correction verify failed procedures have been corrected and re-inspect again; and
4. After window film inspection, complete all parts of the Certificate of Acceptance, including the signature of the Declaration Statements; and
5. Provide certificates and additional copies to the builder, enforcement agency and building owner at occupancy.

The following documentation shall be made available to the responsible party of construction or building owner at occupancy;

1. A completed and signed Certificate of Installation and Certificate of Acceptance, form(s);
2. The IWFA Visual Quality Standards for Applied Window Film (dated January 1, 2015), a copy can be obtained through www.iwfa.com;
3. A sample (8” by 10”) of the film installed with a copy of its Performance Specification Sheet attached; and
4. 15 or more year Warranty Certificate(s).

These procedures detail the installation and verification protocols necessary to meet acceptance requirements of dynamic glazing. Each dynamic glazing product shall be provided with a temporary NFRC Label on the glazing or an NFRC Label Certificate to identify the thermal performance (e.g., U-factor, Solar Heat Gain Coefficient(SHGC), and Visible Transmittance (VT)) of each product being installed. The NFRC label certificate shall be located at the job site for verification by the enforcement agency. In addition, the responsible person shall fill out the Certificate of Installation and the Certificate of Acceptance, Fenestration Acceptance Certificate. The responsible person shall verify 1) the dynamic glazing to be installed matches the energy Certificate of Compliance documentation and building plans. A copy of the Installation and Acceptance certificate shall be given to the building owner and the enforcement agency for their records.

1. Verify the dynamic glazing matches with building plans and Energy Compliance forms;
2. From the building plans or energy compliance forms, identify the azimuth orientation in degrees or in cardinal orientation for each of the dynamic glazing to be installed to ensure the correct dynamic glazing specifications or model are installed in the appropriate orientation;
3. Verify dynamic glazing controls if applicable matches the building plans schedule;
4. Verify NFRC’s Certified Product Directory (CPD) number if applicable;
5. If no NFRC Label Form is included, then the default values of  Table 110.6-A and 110.6-B in Section 110.6 of the Standards are being specified;
6. Installation of dynamic glazing shall meet the manufacturer’s installation instructions;
7. After the installation the installer completes and signs the Declaration Statement on the Installation Certificate of Installation. A signed copy of the Certificate(s) of Installation shall remain at the job site for verification by the building inspector.

1. Verify the Certificate of Installation and the Declaration Statement is signed before inspection of the installation; and
2. When controls are installed with the dynamic glazing, it should be verified that it meets the exact operation specifications of the dynamic glazing installation, functional and testing instructions.
3. After dynamic glazing inspection is complete, ensure the Certificate of Acceptance form is completed and including the signature of the Declaration Statements; and
4. Provide certificates and additional copies to the builder, enforcement agency and building owner at occupancy.

The following documentation shall be made available to the responsible party of construction or building owner at occupancy;

1. A completed and signed Certificate of Installation and Certificate of Acceptance, form(s); 1. If supplied by the manufacturer, a copy of the manufacturer’s warranty and user manual.

These procedures detail the installation and verification protocols necessary to meet acceptance requirements of clerestory fenestrations for PAF. In addition, the responsible person shall fill out the Certificate of Installation and the Certificate of Acceptance. The responsible person shall verify the clerestory fenestration to be installed matches the energy compliance documentation (Certificate of Compliance) and building plans. A copy of the Installation and Acceptance certificate shall be given to the building owner and the enforcement agency for their records.

For buildings with up to seven (7) clerestory fenestration units claiming the Clerestory Fenestration PAF, all clerestory fenestration units shall be tested. For buildings with more than seven (7) clerestory fenestration units claiming the PAF, random sampling may be done to select the seven clerestory fenestration units. If any of the clerestory fenestration units in the sample group or seven clerestory fenestration units fails the acceptance test, another group of seven clerestory fenestration units must be tested.

1. Verify the height of the clerestory fenestration’s head height and glazing height match the building plans;
2. Installation of clerestory fenestration shall meet the manufacturer’s installation instructions;
3. After the installation the installer completes and signs the Declaration Statement on the Certificate of Installation. A signed copy of the Certificate(s) shall remain at the job site for verification by the building inspector.

1. Verify the Certificate of Installation and the Declaration Statement is signed before inspection of the installation; and
2. If operable shading is installed on the clerestory fenestration, verify that the clerestory fenestration shading is controlled separately from other fenestration shading control.
3. After clerestory fenestration inspection is completed, complete the Certificate of Acceptance Test, and sign the Declaration Statements of the certificate; and
4. Provide certificates and additional copies to the builder, enforcement agency and building owner at occupancy.

The following documentation shall be made available to the responsible party of construction or building owner at occupancy;

1. A completed and signed copy of the Certificate of Installation and the Certificate of Acceptance Test, form(s);
2. If supplied by the manufacturer, a copy of the manufacturer’s warranty and user manual.

These procedures detail the installation and verification protocols necessary to meet acceptance requirements of interior and exterior horizontal slats for PAF. In addition, the responsible person shall fill out the Certificate of Installation and the Certificate of Acceptance. The responsible person shall verify the horizontal slat to be installed matches the energy compliance documentation (Certificate of Compliance) and building plans. A copy of the Installation and Acceptance certificate shall be given to the building owner and the enforcement agency for their records.

For buildings with up to and including seven (7) horizontal slat assemblies claiming the Interior and Exterior Horizontal Slats for PAF or RSHGC for exterior horizontal slats, all horizontal slat assemblies shall be tested. For buildings with more than seven (7) horizontal slat assemblies claiming, random sampling may be done to select the seven horizontal slat assemblies. If any of the horizontal slat assemblies in the sample group or seven horizontal slat assemblies fails the acceptance test, another group of seven horizontal slat assemblies must be tested.

Each horizontal slat assembly shall be provided with documentation of visible reflectance testing per ASTM E903 and may come with documentation of visible transmittance testing per ASTM E1175. The documentation shall be located at the job site for verification by the enforcement agency.

1. Verify the horizontal (not diagonal or vertical) distance from the front edge of the slat to the back edge of the slat matches the building plans;
2. Verify the vertical (not diagonal or horizontal) distance from the lowest edge of the slat to the highest edge of the slat below it matches the building plans;
3. Verify there is a factory installed label permanently affixed and prominently located at a mounting point of the slat to the building;
4. Verify the visible reflectance on the ASTM E903 test results matches the building plans;
5. If the horizontal slat surfaces are not opaque and free of perforations, verify that the horizontal slat’s ASTM E1175 test results match the building plans;
6. Installation of horizontal slats shall meet the manufactures installation instructions; and
7. After the installation the installer completes and signs the Declaration Statement on the Certificate of Installation. A signed copy of the Certificate(s) shall remain at the job site for verification by the building inspector.

1. Verify the Certificate of Installation and the Declaration Statement is signed before inspection of the installation;
2. Verify that horizontal slats are permanently mounted;
3. If the horizontal slats extend beyond each side of the window jamb, then verify the extension matches the length shown on the building plans;
4. If the horizontal slats do not extend beyond each side of the window jamb, then verify that the horizontal slats are entirely within the window rough opening or that fins at the window jambs match the building plans;
5. Verify that horizontal slat assemblies extend the entire height of the window;
6. Verify that exterior horizontal slats are horizontal or slope downwards from the window and that interior horizontal slats are horizontal or slope upwards from the window;
7. After horizontal slats inspection is completed, complete the Certificate of Acceptance Test, and sign the Declaration Statements of the certificate; and
8. Provide certificates and additional copies to the builder, enforcement agency and building owner at occupancy.

The following documentation shall be made available to the responsible party of construction or building owner at occupancy;

1. A completed and signed copy of the Certificate of Installation and the Certificate of Acceptance Test, form(s);
2. If supplied by the manufacturer, a copy of the manufacturer’s warranty and user manual;
3. ASTM E903 test results and, if applicable, ASTM E1175 results should also be retained by the building owner.

These procedures detail the installation and verification protocols necessary to meet acceptance requirements of interior and exterior light shelves for PAF. In addition, the responsible person shall fill out Certificate of Acceptance. The responsible person shall verify the light shelf to be installed matches the energy compliance documentation (Certificate of Compliance) and building plans. A copy of the Installation and Acceptance certificate shall be given to the building owner and the enforcement agency for their records.

For buildings with up to seven (7) light shelf units claiming the Interior and Exterior Light Shelves for PAF, all light shelf units shall be tested. For buildings with more than seven (7) light shelf units claiming the PAF, random sampling may be done to select the seven light shelf units. If any of the light shelf units in the sample group or seven light shelf units fails the acceptance test, another group of seven light shelf units must be tested.

Each interior light shelf shall be provided with documentation of visible reflectance testing per ASTM E903. Exterior light shelves may be provided with documentation of visible reflectance testing per ASTM E903. The documentation shall be located at the job site for verification by the enforcement agency.

1. Verify the horizontal (not diagonal or vertical) distance from the front edge of the interior light shelf to the back edge of the light shelf matches the building plans;
2. Verify the vertical (not diagonal or horizontal) distance from the highest edge of the interior light shelf to the top of the clerestory window above it matches the building plans;
3. Verify the visible reflectance on the ASTM E903 test results of the interior light shelf matches the building plans;
4. If there is an exterior light shelf:

   1.    Verify the horizontal (not diagonal or vertical) distance from the front edge of the exterior light shelf to the back edge of the exterior light shelf matches the building plans;

   2.    verify the vertical (not diagonal or horizontal) distance from the lowest edge of the exterior light shelf to the sill of the window below it matches the building plans;

   3.    If the exterior light shelf is less than two feet below the clerestory windowsill, verify the visible reflectance on the ASTM E903 test results matches the building plans;

   
   

5. Verify that light shelves are installed at the height specified in the building plans ;
6. Installation of light shelves shall meet the manufacturer’s installation instructions;
7. After the installation the installer completes and signs the Declaration Statement on the Certificate of Installation. A signed copy of the Certificate(s) shall remain at the job site for verification by the building inspector.

1. Verify the Certificate of Installation and the Declaration Statement is signed before inspection of the installation; and
2. If there is any window area below the interior light shelf on the same floor, then verify there is an exterior light shelf above that window area.
3. Verify that that the light shelf is permanently mounted;
4. Verify the light shelf extends beyond each side of the window jamb by the length shown on the building plans;
5. Verify that interior light shelves are horizontal;
6. If there is an exterior light shelf, verify that the exterior light shelf is horizontal or slopes downwards from the window;
7. After light shelves inspection is completed, complete the Certificate of Acceptance Test and sign the Declaration Statements of the certificate; and
8. Provide certificates and additional copies to the builder, enforcement agency and building owner at occupancy.

The following documentation shall be made available to the responsible party of construction or building owner at occupancy;

1. A completed and signed copy of the Certificate of Installation and the Certificate of Acceptance Test, form(s);
2. If supplied by the manufacturer, a copy of the manufacturer’s warranty and user manual;
3. ASTM E 903 test results and, if applicable, ASTM E1175 results should also be retained by the building owner.

Prior to functional testing, verify and document the following:

1. Sensor used to control outdoor air flow is either factory calibrated or field calibrated.
2. Attach calibration certification or results.
3. Dynamic damper control is being used to control outside air.
4. Specify the type of dynamic control being utilized to control outside air.
5. Specify the method of delivering outside air to the unit.
6. Pre-occupancy purge has been programmed to meet the requirements of Standards §120.1(d)2.

Step 1: If the system has an outdoor air economizer, force the economizer high limit to disable economizer control (e.g., for a fixed drybulb high limit, lower the setpoint below the current outdoor air temperature).

Step 2: Adjust supply airflow to achieve design airflow or maximum airflow at full cooling. Verify and document the following:

1. Measured outside airflow reading is within 10 percent of the total ventilation air called for in the Certificate of Compliance.
2. Outside air damper position stabilizes within 5 minutes.

Step 3: Adjust supply airflow to either the sum of the minimum zone airflows, full heating, or 30 percent of the total design airflow. Verify and document the following:

1. Measured outside airflow reading is within 10 percent of the total ventilation air called for in the Certificate of Compliance.
2. Outside air damper position stabilizes within 5 minutes.

Step 4: Restore system to “as-found” operating conditions. 

Prior to Functional Testing, verify and document the following:

1. System is designed to provide a fixed minimum OSA when the unit is on.
2. Specify the method of delivering outside air to the unit.
3. Pre-occupancy purge has been programmed to meet the requirements of Standards §120.1(d)2.
4. Minimum position is marked on the outside air damper.
5. The system has means of maintaining the minimum outdoor air damper position.

Step 1: If the system has an outdoor air economizer, force the economizer to the minimum position and stop outside air damper modulation (e.g., for a fixed drybulb high limit, lower the setpoint below the current outdoor air temperature).

1. Measured outside airflow reading is within 10 percent of the total ventilation air called for in the Certificate of Compliance.

Prior to Functional Testing, verify and document the following:

1. Thermostat is located as required by Standards §120.2(a).
2. Thermostat meets the temperature adjustment and dead band requirements of Standards §120.2(b).
3. Occupied, unoccupied, and holiday schedules have been programmed as specified by the facility’s schedule.
4. Pre-occupancy purge has been programmed to meet the requirements of Standards §120.1(d)2.

Step 1: Disable economizer and demand control ventilation systems (if applicable).

Step 2: Simulate a heating demand during the occupied condition. Verify and document the following:

1. (a) Supply fan operates continually.
2. (b) The unit provides heating.
3. (c) No cooling is provided by the unit.
4. (d) Outside air damper is at minimum position.

Step 3: Simulate operation in the dead band during occupied condition. Verify and document the following:

1. (e) Supply fan operates continually.
2. (f) Neither heating nor cooling is provided by the unit.
3. (g) Outside air damper is at minimum position.

Step 4: Simulate cooling demand during occupied condition. Lock out economizer (if applicable). Verify and document the following:

1. (h) Supply fan operates continually.
2. (i) The unit provides cooling.
3. (j) No heating is provided by the unit.
4. (k) Outside air damper is at minimum position.

Step 5: Simulate operation in the dead band during unoccupied mode. Verify and document the following:

1. (l) Supply fan is off.
2. (m) Outside air damper is fully closed.
3. (n) Neither heating nor cooling is provided by the unit.

Step 6: Simulate heating demand during unoccupied conditions. Verify and document the following:

1. (o) Supply fan is on (either continuously or cycling).
2. (p) Heating is provided by the unit.
3. (q) No cooling is provided by the unit.
4. (r) Outside air damper is either closed or at minimum position.

Step 7: Simulate cooling demand during unoccupied condition. Lock out economizer (if applicable). Verify and document the following:

1. (s) Supply fan is on (either continuously or cycling).
2. (t) Cooling is provided by the unit.
3. (u) No heating is provided by the unit.
4. (v) Outside air damper is either closed or at minimum position.

Step 8: Simulate manual override during unoccupied condition. Verify and document the following:

1. (w) System operates in “occupied” mode.
2. (x) System reverts to “unoccupied” mode when manual override time period expires.

Step 9: Restore economizer and demand control ventilation systems (if applicable), and remove all system overrides initiated during the test.

Purpose and Scope 

1. NA7.5.3 contains procedures for acceptance testing for air leakage in single zone, constant volume, nonresidential air distribution systems serving zones with 5,000 ft² of conditioned floor area or less. 
2. NA7.5.3. procedures are applicable to new space conditioning systems in newly constructed buildings and to new or altered space conditioning systems in existing buildings. 
3. NA7.5.3 procedures shall be used by installers, ATTs, and others who are required to perform acceptance testing of air distribution systems in accordance with Standards §120.4(g), §141.0(b)2Dii, §160.3(c)2Hi, and §180.2(b)2Biic.
4. Table NA7.5.3-1 provides a summary of the duct leakage acceptance test protocols and the compliance criteria.

Prior to Functional Testing on new duct systems, verify and document the following:

1. Duct connections meet the requirements of Standards §120.4.
2. Specify choice of drawbands.
3. Flexible ducts are not constricted in any way.
4. Duct leakage tests shall be performed before access to ductwork and connections are blocked.
5. Joints and seams are properly sealed according to the requirements of Standards §120.4.
6. Joints and seams are not sealed with cloth back rubber adhesive tape unless used in combination with Mastic and drawbands. Cloth backed tape may be used if tape has been approved by the CEC. Ducts are fully accessible for testing.
7. Insulation R-Values meet the minimum requirements of §120.4(a). Insulation is protected from damage and suitable for outdoor service if applicable as specified by Standards §120.4(f).
   Prior to Functional Testing on all new and existing duct systems, visually inspect to verify that the following locations have been sealed:
8. Connections to plenums and other connections to the forced air unit;
9. Refrigerant line and other penetrations into the forced air unit;
10. Air handler door panel (do not use permanent sealing material, metal tape is acceptable);
11. Register boots sealed to surrounding material; and
12. Connections between lengths of duct, as well as connections to takeoffs, wyes, tees, and splitter boxes.

Perform duct leakage test to verify the duct leakage conforms to the requirements of Standards §120.4(g), §141.0(b)2Dii, §160.3(c)2Hi, and §180.2(b)2Biic.

Prior to Functional Testing, verify and document the following:

1. Economizer or heat recovery bypass high limit shutoff control complies with Table 140.4-G of Section140.4(e)2.
2. If the high-limit control is fixed dry-bulb or fixed enthalpy + fixed dry-bulb, it shall have an adjustable setpoint.
3. Economizer or heat recovery bypass lockout control sensor is located to prevent false readings.
4. Sensor performance curve is provided by factory with economizer or heat recovery bypass instruction material.
5. Sensor output value measured during sensor calibration is plotted on the performance curve.
6. Economizer or heat recovery bypass damper moves freely without binding.

   1. Indicate if bypass control is achieved through heat/energy recovery wheel rotation speed modulation as means other than air dampers,
7. Economizer or heat recovery bypass has control systems, including two-stage or electronic thermostats, that cycle compressors off when economizers or heat recovery bypass can provide partial cooling.

   
   
8. Economizer reliability features are present as specified by Standards Section 140.4(e)2D.
   1. Indicate N/A for heat recovery bypass.
9. Economizer inlet damper is designed to modulate up to 100 percent open, and return air damper to 100 percent closed, without over-pressurizing the building.

   1. Indicate N/A for heat recovery bypass.

   
   
10. For systems with DDC controls lockout sensor(s) are either factory calibrated or field calibrated.
11. For systems with non-DDC controls, manufacturer’s startup and testing procedures have been applied.
12. The economizer has been certified to the Energy Commission as specified by Section 140.4(e)2Diii.

    1. Indicate N/A for heat recovery bypass.

    
    

Step 1: Disable demand control ventilation systems (if applicable).

Step 2: Enable the economizer and simulate a cooling demand large enough to drive the system into full economizer cooling mode (e.g., the economizer or heat recovery bypass) is fully open. Verify and document the following:

1. (a) Economizer or heat recovery bypass damper is 100 percent open and return air damper is 100 percent closed.

        1. If bypass is achieved through heat/energy recovery wheel rotation speed modulation, wheel speed is fully stopped.

   
   
2. (b) All applicable fans and dampers operate as intended to maintain building pressure.
3. (c) The unit heating is disabled (if unit has heating capability).

Step 3: Disable the economizer and simulate a cooling demand. Verify and document the following:

1. (d) Economizer damper closes to its minimum position.
2. (e) All applicable fans and dampers operate as intended to maintain building pressure.
3. (f) The unit heating is disabled (if unit has heating capability).
4. (g) Indicate N/A for this step for heat recovery bypass.

Step 4: If unit has heating capability, simulate a heating demand and set the economizer so that it is capable of operating (i.e. actual outdoor air conditions are below lockout setpoint). Verify the following:

For economizer systems:

1. (h) The economizer is at minimum position.
2. (i) Return air damper opens.

For HRV/ERV or DOAS systems:

1. (j) Heat recovery bypass control modulates bypass damper/wheel speed to control temperature setpoint.

Step 5: Turn off the unit. Verify and document the following:

1. (k) Economizer damper closes completely.
2. (l) Indicate N/A for this step for heat recovery bypass.

Step 6: Restore demand control ventilation systems (if applicable) and remove all system overrides initiated during the test.

Prior to Functional Testing, verify and document the following:

Step 1: Disable economizer controls.

Step 2: Simulate a signal at or slightly above the CO₂  concentration setpoint required by §120.1(d)4C. Verify and document the following:

1. (a) For single zone units, outdoor air damper modulates open to satisfy the total ventilation air called for in the Certificate of Compliance.
2. (b) For multiple zone units, the zone damper (or outdoor air damper when applicable) modulates open to satisfy the zone ventilation requirements.

Step 3: Simulate signal well below the CO₂ setpoint. Verify and document the following:

1. (c) For single zone units, outdoor air damper modulates to the design minimum value.
2. (d) For multiple zone units, the zone damper (or outdoor air damper when applicable) modulates to satisfy the reduced zone ventilation requirements.

Step 4: Restore economizer controls and remove all system overrides initiated during the test.

Step 5: With all controls restored, apply CO₂ calibration gas at a concentration slightly above the setpoint to the sensor. Verify that the outdoor air damper modulates open to satisfy the total ventilation air called for in the Certificate of Compliance.

Prior to Functional Testing, verify and document the following:

1. Supply fan includes device(s) for modulating airflow, such as variable speed drive or electrically commutated motor.
2. For multiple zone systems:

   1. Discharge static pressure sensors are either factory calibrated or field-calibrated.

   
   

   2. The static pressure location, setpoint, and reset control meets the requirements of §140.4(c)2A and §140.4(c)2B.

   
   

Step 1: Simulate demand for full design airflow. Verify and document the following:

1. a. Supply fan controls modulate to increase capacity.
2. b. For multiple zone systems, supply fan maintains discharge static pressure within +/-10 percent of the current operating setpoint.
3. c. Supply fan controls stabilize within a 5 minute period.

Step 2: Simulate demand for reduced or minimum airflow. Verify and document the following:

1. d. Supply fan controls modulate to decrease capacity.
2. e. Current operating setpoint has decreased (for systems with DDC to the zone level).
3. f. For multiple zone systems, supply fan maintains discharge static pressure within +/-10 percent of the current operating setpoint.
4. g. Supply fan controls stabilize within a 5 minute period.

Step 3: Restore system to correct operating conditions.

Prior to Functional Testing, verify and document the following:

1. Valve and piping arrangements were installed as specified by the design drawings.

Step 1: For each of the pumps serving the distribution system, dead head the pumps using the discharge isolation valves at the pumps. Document the following:

1. a. Record the differential pressure across the pumps.
2. b. Verify that this is within 5 percent of the submittal data for the pump.

Step 2: Reopen the pump discharge isolation valves. Automatically close all valves on the systems being tested. If 3-way valves are present, close off the bypass line. Verify and document the following:

1. c. The valves automatically close.
2. d. Record the pressure differential across the pump.
3. e. Verify that the pressure differential is within 5 percent of the reading from Step 1 for the pump that is operating during the valve test.

Step 3: Restore system to correct operating conditions.

Prior to Functional Testing, verify and document the following:

1. Supply water temperature sensors have been either factory or field calibrated.

Step 1: Change reset control variable to its maximum value. Verify and document the following:

1. a. Chilled or hot water temperature setpoint is reset to appropriate value.
2. b. Verify that actual supply temperature changes to within 2 percent of the new setpoint.

Step 2: Change reset control variable to its minimum value. Verify and document the following:

1. c. Chilled or hot water temperature setpoint is reset to appropriate value.
2. d. Verify that actual supply temperature changes to within 2 percent of the new setpoint.

Step 3: Restore reset control variable to automatic control. Verify and document the following:

1. e. Chilled or hot water temperature set-point is reset to appropriate value.
2. f. Verify that actual supply temperature changes to within 2 percent of the new setpoint.

Prior to Functional Testing, verify and document the following:

1. The static pressure location, setpoint, and reset control meets the requirements of the Standards Section 140.4(k)6B.
2. Pressure sensors are either factory or field calibrated.

Step 1: Modulate control valves to reduce water flow to 50 percent of the design flow or less, but not lower than the pump minimum flow. Verify and document the following:

1. a. Pump operating speed decreases (for systems with DDC to the zone level).
2. b. Current operating setpoint has not increased (for all other systems that are not DDC).
3. c. System pressure is within 5 percent of current operating setpoint.
4. d. System operation stabilizes within 5 minutes after test procedures are initiated.

Step 2: Open control valves to increase water flow to a minimum of 90 percent design flow. Verify and document the following:

1. e. Pump speed increases.
2. f. Pumps are operating at 100 percent speed.
3. g. System pressure is greater than the setpoint in Step 1.
4. h. System pressure is within ±5 percent of current operating setpoint. System operation stabilizes within 5 minutes after test procedures are initiated.

Step 3: Restore system to correct operating conditions.

1. That the cooling setpoint in non-critical spaces increases by the proper amount.
2. That the cooling setpoint in critical spaces do not change.

c. That the cooling setpoint in non-critical spaces return to their original values.

d. That the cooling setpoint in critical spaces do not change.

Prior to Functional Testing, verify and document the following:

1. Verify fault detection and diagnostics (FDD) hardware is installed on HVAC unit.
2. Verify the FDD system matches the make and model reported on the design drawings.
3. Verify the following air temperature sensors are permanently installed:
   1. Outside air.
   2. Supply air.
   3. Return air.
4. Verify the controller has the capability of displaying the value of the following parameters:
   1. Air temperatures: outside air, supply air, return air.
5. Verify the controller provides system status by indicating the following conditions:
   1. Free cooling available.
   2. Economizer enabled.
   3. Compressor enabled.
   4. Heating enabled.
   5. Mixed air low limit cycle active.

For each HVAC unit to be tested, complete the following:

Step 1: Verify the FDD system indicates normal operation.

Step 2: Disconnect outside air temperature sensor from unit controller. Verify and document the following:

1. a. FDD system reports a fault.

Step 3: Connect outside air temperature sensor to unit controller. Verify and document the following:

1. b. FDD system indicates normal operation.

Step 1: Coordinate this test with NA7.5.1 Outdoor Air.

1. If NA7.5.1 Outdoor Air passes, verify FDD system indicates normal operation.

Step 1: Interfere with normal unit operation so test NA7.5.4 Air Economizer Controls fails by immobilizing the outdoor air economizer damper according to manufacturer’s instructions.

1. a. After NA7.5.4 Air Economizer Controls fails, verify FDD system reports a fault.

Step 2: Successfully complete and pass NA7.5.4 Air Economizer Controls.

1. b. After NA7.5.4 Air Economizer Controls passes, verify FDD system reports normal operation.

Prior to Functional Testing, verify and document the following:

1. Verify on the submittal documents or sensor specifications that locally installed supply air, outside air, and return air (if applicable) temperature sensors have an accuracy of ±2ºF over the range of 40ºF to 80ºF.

Testing of each AHU with FDD controls shall include the following tests.

1. Bypass alarm delays.
   Step 1: If applicable, bypass alarm delays to ensure that faults generate alarms immediately.
2. Sensor failure:
   Step 1: Disconnect local supply air temperature sensor from unit controller.
   Step 2: Verify that the FDD system reports a fault.
   Step 3: Connect SAT sensor to the unit controller.
   Step 4: Verify that FDD indicates normal system operation and clear all faults and alarms.
   Step 5: If the outside air temperature sensor is local, disconnect the local OAT from the unit controller.
   Step 6: Verify that the FDD system reports a fault.
   Step 7: Connect the local OAT sensor to the unit controller.
   Step 8: Verify that FDD indicates normal system operation and clear all faults and alarms.
3. Inappropriate economizing:
   Step 1: Override the operating state to occupied heating mode by overriding zone thermostat(s) to create a heating demand and overriding the OAT sensor below the low limit lockout.
   Step 2: From the control system workstation, override the economizer dampers to 100 percent outdoor air.
   Step 3: Verify that a fault is reported at the control workstation.
   Step 4: Remove the economizer damper override and verify that the control system indicates normal system operation.
   Step 5: Remove all overrides and clear all faults and alarms.
   Step 6: Override the operating state to economizer-only cooling mode by overriding zone thermostat(s) to create a cooling demand and overriding the OAT sensor so that free cooling is available.
   Step 7: From the control system workstation, override the economizer dampers to 0 percent outdoor air.
   Step 8: Verify that a fault is reported at the control workstation.
   Step 9: Remove the economizer damper override and verify that the control system indicates normal system operation.
   Step 10: Remove all overrides and clear all faults and alarms.
4. Reinstate alarm delay.
   Step 1: Reinstate alarm delays to ensure that faults generate alarms as before step (a), if applicable.

1. Bypass alarm delays
   Step 1: If applicable, bypass alarm delays to ensure that faults generate alarms immediately
2. Valve/actuator fault:
   Step 1: Override the operating state to occupied cooling mode by overriding zone thermostat(s) to create a cooling demand and overriding the OAT sensor to 90ºF.
   Step 2: From the control system workstation, override the heating coil valves to the full open position (100 percent heating mode).
   Step 3: Verify flow through the valve by differential temperature or differential pressure method.
   Step 4: Verify that a fault is reported at the control workstation.
   Step 5: Remove the heating coil valve override and verify that the control system indicates normal system operation.
   Step 6: Remove all overrides and clear all faults and alarms.
   Step 7: Override the operating state to occupied heating mode by overriding zone thermostat(s) to create a heating demand and overriding the OAT sensor to 40ºF.
   Step 8: From the control system workstation, override the cooling coil valve to the full open position (100 percent cooling mode).
   Step 9: Verify flow through the valve by differential temperature or differential pressure method.
   Step 10: Verify that a fault is reported at the control workstation.
   Step 11: Remove the cooling coil valve override and verify that the control system indicates normal system operation.
   Step 12: Remove all overrides and clear all faults and alarms.
3. Reinstate alarm delay.
   Step 1: Reinstate alarm delays to ensure that faults generate alarms as before Step (a), if applicable.

Testing shall be performed on one of each type of terminal unit (VAV box) in the project. A minimum of 5 percent of the terminal boxes shall be tested.

1. Sensor drift/failure:
   Step 1: Disconnect the tubing to the differential pressure sensor of the VAV box.
   Step 2: Verify that control system detects and reports the fault.
   Step 3: Reconnect the sensor and verify proper sensor operation.
   Step 4: Verify that the control system does not report a fault.
2. Damper/actuator fault:
   1. Damper stuck open.
      Step 1: Command the damper to be fully open (room temperature above setpoint).
      Step 2: Disconnect the actuator to the damper.
      Step 3: Adjust the cooling setpoint so that the room temperature is below the cooling setpoint to command the damper to the minimum position. Verify that the control system reports a fault.
      Step 4: Reconnect the actuator and restore to normal operation.
   2. Damper stuck closed.
      Step 1: Set the damper to the minimum position.
      Step 2: Disconnect the actuator to the damper.
      Step 3: Set the cooling setpoint below the room temperature to simulate a call for cooling. Verify that the control system reports a fault.
      Step 4: Reconnect the actuator and restore to normal operation.
3. Valve/actuator fault (For systems with hydronic reheat):
   Step 1: Command the reheat coil valve to (full) open.
   Step 2: Disconnect power to the actuator. Set the heating setpoint temperature to be lower than the current space temperature, to command the valve closed. Verify that the fault is reported at the control workstation.
   Step 3: Reconnect the actuator and restore normal operation.
4. Feedback loop tuning fault (unstable airflow):
   Step 1: Set the integral coefficient of the box controller to a value 50 times the current value.
   Step 2: The damper cycles continuously and airflow is unstable. Verify that the control system detects and reports the fault.
   Step 3: Reset the integral coefficient of the controller to the original value to restore normal operation.
5. Disconnected inlet duct:
   Step 1: From the control system workstation, commands the damper to full closed, then disconnect power to the actuator and verify that a fault is reported at the control workstation.
6. Discharge air temperature sensor:
   Step 1: Adjust zone setpoints to drive the box from dead band to full heating.
   Step 2: Verify that in heating, the supply air temperature resets up to the maximum setpoint while the airflow is maintained at the dead band flow rate.
   Step 3: Verify that after the supply air temperature is reset up to the maximum setpoint, the airflow rate then increases up to the heating maximum flow rate in order to meet the heating load.

These acceptance requirements apply only to constant or variable volume, direct expansion (DX) systems with distributed energy storage (DES/DXAC). These acceptance requirements are in addition to those for other systems or equipment such as economizers, packaged equipment, etc.

Prior to Performance Testing, verify and document the following:

1. The water tank is filled to the proper level.
2. The water tank is sitting on a foundation with adequate structural strength.
3. The water tank is insulated, and the top cover is in place.
4. The DES/DXAC is installed correctly (refrigerant piping, etc.).
5. Verify that the correct model number is installed and configured.

Step 1: Simulate cooling load during daytime period (e.g., by setting time schedule to include actual time and placing thermostat cooling set-point below actual temperature). Verify and document the following:

1. a. Supply fan operates continually.
2. b. If the DES/DXAC has cooling capacity, DES/DXAC runs to meet the cooling demand (in ice melt mode).
3. c. If the DES/DXAC has no ice and there is a call for cooling, the DES/DXAC runs in direct cooling mode.

Step 2: Simulate no cooling load during daytime condition. Verify and document the following:

1. d. Supply fan operates as specified by the facility thermostat or control system.
2. e. The DES/DXAC and the condensing unit do not run.

Step 3: Simulate no cooling load during morning shoulder time period. Verify and document the following:

1. f. The DES/DXAC is idle.

Step 4: Simulate a cooling load during morning shoulder time period. Verify and document the following:

1. g. The DES/DXAC runs in direct cooling mode.

Set the proper time and date, as specified by manufacturer’s installation manual for approved installers.

The following acceptance tests apply to thermal energy storage systems that are used in conjunction with chilled water air conditioning systems.

The following types of TES systems are eligible for compliance credit:

1. a. Chilled Water Storage
2. b. Ice-on-Coil Internal Melt
3. c. Ice-on-Coil External Melt
4. d. Ice Harvester
5. e. Brine
6. f. Ice-Slurry
7. g. Eutectic Salt
8. h. Clathrate Hydrate Slurry (CHS)
9. i. Cryogenic
10. j. Encapsulated (e.g., Ice Balls)

The following Certificate of Compliance information for both the chiller and the storage tank shall be provided on the plans to document the key TES System parameters and allow plan check comparison to the inputs used in the compliance software.

Chiller:

1. k. Brand and Model
2. l. Type (Centrifugal, Reciprocating, Other)
3. m. Heat Rejection Type (Air, Water, Other)
4. n. Charge Mode Capacity (Tons)
5. o. Discharge Mode Capacity (Tons)
6. p. Discharge Mode Efficiency (kW/Ton or EER)
7. q. Charge Mode Efficiency (kW/Ton or EER)
8. r. Fluid Type and Percentage

Storage Tank:

1. s. Brand and Model
2. t. Number of Tanks
3. u. Storage Capacity per Tank (ton-hours)
4. v. Storage Rate (tons)
5. w. Minimum Charging Temperature
6. x. Discharge Rate (tons)

Acceptance testing also shall be conducted and documented on the Certificate of Acceptance in two parts: the TES System Design Verification part and the TES System Controls and Operation Verification part.

In the TES System Design Verification part, the installing contractor shall certify the following information, which verifies proper installation of the TES System consistent with system design expectations:

1. Chiller(s) start-up procedure has been completed.
2. System fluid test and balance has been completed.
3. Air separation and purge has been completed.
4. Fluid (e.g., glycol) has been verified at the concentration and type indicated on the design documents.
5. The TES system has been fully charged at least once and the charge duration noted.
6. The system has been partially discharged at least once and the discharge duration noted.
7. The system is in a partial charge state in preparation for the TES System Controls and Operation Verification part.
8. The schedule of operation has been activated as designed.
9. Mode documentation describes the state of system components in each  mode of operation.

In the TES System Controls and Operation Verification part, the installing contractor also shall complete the following acceptance testing to ensure the TES System is controlled and operates consistent with the compliance simulation. The installing contractor shall convey the results of the testing to the enforcement agency using the Certificate of Acceptance.

1. Verify that the TES system and the chilled water plant is controlled and monitored by an energy management system (EMS).
2. Indicate the method of simulation that will be used during the test. Either manual selection of each operating mode or the use of an EMS by inputting the schedule as indicated by the designer.
3. Storage/charge mode. Manually select storage mode. Verify that the TES system stores energy. If scheduled, input the time interval that would result in storage/charge mode. Verify that the TES system stores energy.
4. End of charge signal. Simulate a full storage charge by changing the (manufacturer recommended) thermal storage end of charge output sensor to the EMS. Verify that the storage charging has stopped.
5. Discharge mode. Generate a call for cooling. Manually select storage only discharge mode. Verify that the TES system starts discharging with the compressors off. Return to the off/secured mode. If scheduled, input the time interval that would result in discharge mode and verify that the storage starts discharging with the compressors off.
6. Mechanical cooling only mode. Generate a call for cooling. Manually select mechanical cooling only mode and verify that the storage does not discharge and the cooling load is met by the compressor only. Return to the off/secure mode. If scheduled, input the time interval that would result in mechanical cooling only mode and verify that the storage does not discharge and the cooling load is met by the compressor only.
7. Discharge and mechanical cooling mode. Generate a call for cooling. Manually select discharge and mechanical cooling mode and verify that the TES system discharges with the compressor sharing the load. If scheduled, input the time interval that would result in discharge and mechanical cooling mode and verify that the storage starts discharging with the compressor sharing the load.
8. Off/storage-secured mode. Manually select the off/storage-secured mode and verify that the storage does not discharge and all compressors are off, regardless of the presence of calls for cooling. If scheduled, input the time interval that would result in off/storage-secured mode and verify that the storage does not discharge and all compressors are off, regardless of the presence of calls for cooling.
9. Charge plus cool mode. If provisions for this mode have been made by the system designer, verify that the tank(s) can be charged while serving an active cooling load, simulated by generating a call for cooling and entering the charge mode either manually or by time schedule. If the system disallows this mode of operation, verify that the energy storage is disallowed or discontinued while an active cooling load is present.

The following acceptance tests apply to supply air temperature reset controls.

Prior to functional testing, verify and document the following:

1. Supply air temperature reset controls are installed as specified by the requirements of the Section 140.4(f).
2. All system air temperature sensors are factory or field calibrated within 2% of a calibrated reference temperature sensor. Attach a copy of the calibration certificate or field verification results.
3. Document current supply air temperature.

1. Check to make sure that chilled and hot water coils, if used, are not already fully open and calling for maximum cooling/heating. If this is the case, reverse Steps 1 and 2 and/or change the setpoint range as necessary to conduct this test.
2. Identify the reset controller parameter.

Step 1: During occupied mode, adjust the reset control parameter to decrease the supply air temperature (to the lower supply temperature limit). Verify and document the following:

1. Supply air temperature controls modulate as intended
2. Actual supply air temperature decreases to meet the new setpoint within ±2ºF.
3. Supply air temperature stabilizes within 15 minutes.

Step 2: During occupied mode, adjust the reset control parameter to increase the supply air temperature (to the upper supply temperature limit). Verify and document the following:

1. Supply air temperature controls modulate as intended.
2. Actual supply air temperature increases to meet the new setpoint within ±2ºF.
3. Supply air temperature stabilizes within 15 minutes.

Step 3: Restore reset control parameter to automatic control. Verify and document the following:

1. Supply air temperature controls modulate as intended.
2. Actual supply air temperature changes to meet the new setpoint within ±2ºF.
3. Supply air temperature stabilizes within 15 minutes.

The following acceptance tests apply to condenser water temperature reset controls.

Prior to functional testing, verify and document the following:

1. Condenser water supply system, control system, and temperature control sequence, including condenser water supply high and low limits, are available and documented in the building documents.
2. Cooling tower fan motors are operational, and cooling tower fan speed controls (e.g., VSDs) are installed, operational, and connected to cooling tower fan motors as specified by Original Equipment Manufacturer (OEM) start-up manuals and sequence of operation.
3. Cooling tower fan control sequence, including tower design wetbulb temperature and approach, is available and documented in the building documents.
4. The following temperature sensors are installed as specified by the plans: outdoor air dry-bulb, outdoor air wet-bulb, entering condenser water, and leaving chilled water. Note any discrepancies.
5. All ambient dry bulb temperature, relative humidity, and pressure sensors used by controller are factory calibrated within 2% of a calibrated reference sensor. Attach a copy of calibration certificate or field verification results.
6. Document the current outdoor air dry bulb and wet bulb temperatures, entering condenser water temperature, and leaving chilled water temperature readings from the control system.

1. a. The system cooling load must be sufficiently high to run the test. If necessary, artificially increase the evaporator load to perform the functional tests, or wait until a time of stable chiller operation. If necessary, reverse Steps 1 and 2 in the test based on atmospheric conditions and buildings loads.
2. b. If testing in cold ambient conditions, ensure that freeze protection controls are installed and functional to prevent equipment damage.
3. c. If the actual control sequence differs significantly from that implied by the tests and/or has already been tested during the building commissioning process, attach a description of the control sequence, a description of the tests that were done to verify the system operates according to the sequence, the test results, and a plot of associated trend data.
4. d. Identify the reset control parameter.

Step 1: Adjust the reset control parameter to decrease the condenser water supply temperature toward the lower supply temperature limit. Allow time for the system to stabilize. Verify and document the following:

1. a. Condenser water supply temperature controls modulate as intended.
2. b. Actual condenser water supply temperature decreases to meet the new setpoint within ±2ºF.
3. c. Cooling tower fan(s) stage properly and/or adjust speed accordingly to meet higher setpoint.
4. d. Chiller load amperage decrease.

Step 2: Adjust the reset control parameter to increase the condenser water supply temperature toward the upper supply temperature limit.

Verify and document the following:

1. e. Condenser water supply temperature controls modulate as intended.
2. f. Actual condenser water supply temperature increases to meet the new setpoint within ±2ºF.
3. g. Cooling tower fan(s) stage properly and/or adjust speed accordingly to meet the lower setpoint.
4. h. Chiller load amperage increase.

Step 3: Restore reset control parameter to automatic control. Verify and document the following:

1. i. Condenser water supply temperature controls modulate as intended.
2. j. Actual condenser water supply temperature changes to meet the new setpoint.
3. k. Cooling tower fan(s) and chiller(s) stage properly and/or adjust speed accordingly to return to normal operation and meet the setpoint.

Prior to Functional Testing, verify and document the following:

1. Confirm that all spaces served by the zone are eligible to be in occupied standby mode as specified in Section §120.2(e)3.
2. Verify that the occupant sensor is placed so that it can detect occupants in the space without obstruction. Repeat for all spaces served by the zone.
3. Confirm that the mechanical system is controlled by an independent signal if the occupant sensor also controls the lighting.

Step 1: Put the zone in occupied mode (i.e., adjust the occupancy schedule).

Step 2: Physically occupy the space and confirm that the occupant sensor detects the presence of an occupant in the zone.

Step 3: Adjust the thermostatic control so that the space temperature is within the deadband.

Step 4: Confirm that the zone is supplied with minimum ventilation.

Step 5: Adjust setpoint outside of occupied heating/cooling deadband but inside the occupied standby deadband. Confirm the zone is in heating or cooling mode.

Step 6: Physically vacate all spaces served by the zone.

Step 7: For space conditioning systems that also provide ventilation to the zone, confirm that within 5 minutes of occupant sensing controls indicating that the zone is unoccupied the setpoint is setup or setback and the zone is within the occupied standby deadband. Occupant sensing controls may have a time delay of up to 20 minutes before indicating the space is unoccupied and occupant sensing zone controls may allow up to an additional 5 minute time delay after occupant sensing controls have indicated all rooms served by the zone are unoccupied before resetting zone temperature setpoints and shutting off zone ventilation air).

Step 8: Confirm that no ventilation is being supplied to the space with the occupant sensor.

Step 9: Put the zone in pre-occupancy ventilation mode (i.e., adjust the occupancy schedule to one hour prior to normal scheduled occupancy).

Step 10: Physically vacate all spaces served by the zone.

Step 11: Confirm that within 5 minutes of occupant sensing controls indicating that all spaces served by the zone are unoccupied, the zone is supplied with pre-occupancy ventilation rate of Section 120.1(d)2: either the minimum rate of outdoor air required by Section 120.1(c) or three complete air changes is supplied to the zone during the one hour period immediately before the zone is scheduled to be occupied. (See Step 7 concerning maximum occupant sensing control time delay).

Step 12: Occupy a space served by the zone during the one hour immediately prior to scheduled occupancy. Confirm that the zone is supplied with pre-occupancy ventilation rate of Section 120.1(d)2.

Step 13: Restore the system to normal operation.

Prior to Functional testing, verify and document the following:

1. The daylit zones are shown on plans documents.
2. The general lighting in skylit daylit zones, primary sidelit daylit zones and secondary sidelit daylit zones is controlled by daylighting responsive controls. In parking garages, the general lighting in the combined primary and secondary sidelit daylit zones is controlled by daylighting responsive controls.
3. The daylighting responsive controls provide separate control for luminaires in each type of daylit zone. General lighting in overlapping skylit daylit zone and a sidelit daylit zone are controlled as part of the skylit zone. General lighting in both a primary sidelit daylit zone and secondary sidelit daylit zone are controlled as part of the primary sidelit daylit zone.
4. All photosensors are not readily accessible to unauthorized personnel.

All photocontrols serving more than 5,000 ft² of daylit area shall undergo functional testing. Photocontrols that are serving smaller spaces may be sampled as follows:

For buildings with up to five (5) photocontrols, all photocontrols shall be tested. For buildings with more than five (5) photocontrols, sampling may be done on spaces with similar sensors and cardinal orientations of glazing; sampling shall include a minimum of one (1) photocontrol for each group of up to five (5) additional photocontrols. If the first photocontrol in the sample group passes the functional test, the remaining photocontrols in the sample group also pass. If the first photocontrol in the sample group fails the functional test, the rest of the photocontrols in the group shall be tested. If any tested photocontrol fails the functional test, it shall be repaired, replaced, or adjusted until it passes the test.

For each photocontrol to be tested, test each group of lights controlled separately by the photocontrol according to the protocol in NA7.6.1.4 and NA7.6.1.5. In all interior spaces other than parking garages, separate tests are conducted for daylighting control of the primary sidelit daylit zone and for daylight control of the secondary sidelit daylit zone. In parking garages, the tests are conducted on daylighting controls that control the combined area of the primary and secondary sidelit daylit zone.

Continuous dimming control systems provide more than 10 levels of controlled light output per zone.

1. Reference Location. Identify the minimum daylight location in the controlled zone (Reference Location) for each daylit zone type (skylit, primary sidelit, and secondary sidelit) in the space. This can be identified using either the illuminance method or the distance method and will be used for illuminance measurements in subsequent tests. For parking garages, the reference location should always be the farthest edge of the secondary sidelit daylit zone away from the opening or glazing.
   
   Illuminance Method
   The Reference Location is the task location with lowest daylight illuminance in the zone illuminated by controlled luminaires.
   Turn off controlled lighting and measure daylight illuminance within zones illuminated by controlled luminaires. (Note: turn the controlled lighting back on before proceeding to the No Daylight Test)
   
   Distance Method
   The Reference Location is the task location within the zone illuminated by controlled luminaires that is farthest away from daylight sources.

   
   
2. No Daylight Test. Simulate or provide conditions without daylight. Verify and document the following:

   1.Document the reference illuminance at the Reference Location, which is the electric lighting illuminance level at the Reference Location.

   
   

   2. Daylight responsive control system turns on all controlled lighting to full light output (full design output, or full programmed output) unless it has been documented, such as in design documents, that continuous dimming luminaires have been intentionally tuned to less than full light output.

   
   

   3. Light output is stable with no visible flicker.

   
   
3. Full Daylight Test. Simulate or provide bright conditions where the daylight illuminance is greater than 150 percent of the reference illuminance (measured during the No Daylight Test). Alternatively, provide simulated bright conditions by shining a bright light into the daylight sensor. Verify and document the following:

   1. The controlled lighting power reduction is at least 90 percent under fully dimmed conditions for non-parking garage locations. For parking garages, the controlled lighting power reduction is 100 percent under fully dimmed conditions.

   
   

   2. Only luminaires in daylit zones are affected by daylight control. If the daylighting control system controls luminaires outside of the daylight zones including those behind obstructions, the control system is not compliant.

   
   

   3. If a Power Adjustment Factor (PAF) is claimed for daylight continuous dimming plus off controls in accordance with Section 140.6(a)2H; a compliant system shall automatically turn off the luminaires in order to pass the Full Daylight Test for daylight continuous dimming plus off controls. This portion of the Full Daylight Test does not apply to lighting systems that are not claiming a PAF for daylight continuous dimming plus off controls.

   
   
4. Partial Daylight Test. Simulate or provide daylight conditions where illuminance provided only by daylight only at the Reference Location is between 60 and 95 percent of Reference Illuminance measured during the No Daylight Test. Verify and document the following:

   1. Measure that the combined daylight and controlled electric lighting illuminance at the Reference Location is no less than the reference illuminance measured at this location during the No Daylight Test.

   
   

   2. Verify that the combined daylight and controlled electric lighting illuminance at the Reference Location is no greater than 150 percent of the reference illuminance.

   
   

   3. Light output is stable with no visible flicker.
   (Note: only luminaires in daylit zones are affected by daylight control)

   
   
5. Alternate Partial Daylight Test. When outdoor horizontal illuminance is at least 4,000 fc and where illuminance from daylight only at the Reference Location (Partial Daylight Illuminance) is no greater than 80 percent of Reference Illuminance measured at this location during the No Daylight Test. Measure the outdoor horizontal illuminance level and the daylight illuminance level, and do not proceed until the illuminance criteria are met.
   Verify and document the following:

   1. Measure the Partial Daylight Illuminance at the Reference Location. This can be measured by turning the electric lighting off. (Turn the electric lighting back on before proceeding to next step.)

   
   

   2. Measure the combined daylight and controlled electric lighting at the Reference Location.

   
   

   3. This alternate partial daylight test is passed if the measured illuminance value (from Step 2) is no less than the Reference Illuminance measured at this location during the no daylight test and no greater than Partial Daylight Combined Illuminance Maximum (PDCIM).  In other words, the measured value must be within the following range in order to pass this test.  Reference Illuminance (from the no daylight test) ≤ measured illuminance value (from Step 2) ≤ PDCIM,where PDCIM = Reference Illuminance (from the no daylight test) + 0.40 x Daylight Illuminance (from Step 1).

   
   

   4. Light output is stable with no visible flicker.

   
   

   5. Only luminaires in daylit zones are affected by daylight control.

   
   

Stepped switching or stepped dimming control systems provide no more than 10 discrete steps of control of light output.

1. Reference Location. Identify the minimum daylight location in the controlled zone (Reference Location) for each daylit zone type (skylit, primary sidelit, and secondary sidelit) in the space. This can be identified using either the illuminance method or the distance method and will be used for illuminance measurements in subsequent tests. For parking garages, the reference location should always be the farthest edge of the secondary sidelit daylit zone away from the opening or glazing.
   
   Illuminance Method
   The Reference Location is the task location with lowest daylight illuminance in the zone illuminated by controlled luminaires.
   Turn off controlled lighting and measure daylight illuminance within zones illuminated by controlled luminaires. (Note: turn the controlled lighting back on before proceeding to the No Daylight Test)
   
   Distance Method
   The Reference Location is the task location within the zone illuminated by controlled luminaires that is farthest away from daylight sources
2. No daylight test. Simulate or provide conditions without daylight. Verify and document the following:

   1. Document the reference illuminance, which is the electric lighting illuminance level at the Reference Location.

   
   

   2. Daylight responsive control system turns on all stages of controlled lighting to full light output unless it has been documented, such as in design documents, that dimming luminaires have been intentionally tuned to less than full light output. 6.4.

   
   

   3. Light output is stable with no visible flicker.

   
   
3. Full daylight test. Simulate or provide bright conditions where the daylight illuminance is greater than 150 percent of the reference illuminance (measured during the No Daylight Test). Alternatively, provide simulated bright conditions by shining a bright light into the daylight sensor. Verify and document the following:

   1. When daylight illuminance is greater than 150 percent of the design illuminance, lighting power reduction is at least 90 percent under fully dimmed conditions for non-parking garage locations. For parking garages, the lighting power reduction is 100 percent under fully dimmed conditions.

   
   

   2. RESERVED

   
   

   3. Only luminaires in daylit zones are affected by daylight control. If the daylighting control system controls luminaires outside of the daylight zones including those behind obstructions, the control system is not compliant.

   
   
4. Partial daylight test. If the control system has one (1) to three (3) steps of control between on and off, test all control steps between on and off. If the control system has more than three (3) steps between on and off, testing three (3) control steps between on and off is sufficient to demonstrate compliance. If the control system has zero (0) steps between on and off, the partial daylight test is not necessary. For stepped switching control systems, steps in a controlled zone are achieved by turning some luminaires or groups of luminaires on or off without any steps between on and off.
   For each control stage that is tested in this step, the control stages with lower setpoints than the stage tested are left ON and those stages of control with higher setpoints are dimmed or controlled off. Simulate or provide conditions so that each control stage turns on and off or dims. Verify and document the following for each control stage:

   1. Measure that the combined daylight and controlled electric lighting illuminance at the Reference Location is no less than the reference illuminance measured at this location during the No Daylight Test.

   
   

   2. Verify that the combined daylight and controlled electric lighting illuminance at the Reference Location is no greater than 150 percent of the reference illuminance.

   
   

   3. Light output is stable with no visible flicker. (Note: only luminaires in daylit zones are affected by daylight control)

   
   

   4. The control stage shall not cycle on and off or cycle between dim and undimmed while daylight illuminance remains constant.

   
   

Prior to Functional testing, verify and document the following:

1. The occupant sensing lighting controls are shown on plan documents and are installed.
2. Occupant sensing lighting control is installed per manufacturer’s instructions to minimize false triggering- such as to install an occupancy sensor away from HVAC diffusers to avoid probable false triggering.

For buildings with up to seven (7) occupant sensors, all occupant sensors shall be tested. For buildings with more than seven (7) occupant sensors, sampling may be done on spaces with similar sensors and space geometries; sampling shall include a minimum of 1 occupant sensor for each group of up to 7 additional occupant sensors. If the first occupant sensor in the sample group passes the acceptance test, the remaining building spaces in the sample group also pass. If the first occupant sensor in the sample group fails the acceptance test the rest of the occupant sensors in that group must be tested. If any tested occupant sensor fails it shall be repaired, replaced or adjusted until it passes the test.

For buildings with up to seven multi-zone occupant sensors, all occupant sensors shall be tested. For buildings with more than seven multi-zone occupant sensors, sampling may be done on the space to choose up seven multi-zone occupant sensors from the space and all seven multi-zone occupant sensors shall be tested.

This requirement applies to areas where occupant sensing controls are required to comply with Section 130.1(c) with the exception of Section 130.1(c)6D.

For each sensor to be tested do the following:

1. The occupant sensing control turn the controlled lighting off or partially-off in 20 minutes or less from the start of an unoccupied condition. In addition:
   1. For partial-on occupant sensing controls, occupant sensing controls and vacancy sensing controls, the controlled lighting is turned off in unoccupied condition.
   2. In the partially off state, partial off occupant sensing controls automatically reduce lighting power by at least 50 percent, or automatically reduce in one of the following:
      1. For warehouses with metal halide or high pressure sodium lighting, reduce lighting power by at least 40 percent;
      2. For aisle ways and open areas in warehouses in which the installed lighting power is 80 percent or less of the value allowed under the Area Category Method, reduce lighting power by at least 40 percent;
      3. For corridors and stairwells that provide access to guestrooms and dwelling units of high-rise residential buildings and hotel/motels in which the installed lighting power is 80 percent or less of the valued allowed under the Area Category Method, reduce lighting power by at least 40 percent.
   3. For occupant sensing controls in parking garages, parking areas, and loading and unloading areas, the control has at least one control step between 20 to 50 percent of the design lighting power, or the controls has at least one control step between 20 to 60 percent of the design lighting power - for the controls serving metal halide luminaires with a lamp plus ballast mean system efficacy of 75 lumens per watt. In the partially off state, partial off occupant sensing controls automatically reduce lighting power by one control step.

1. Status indicator or annunciator operates correctly.
2. Immediately upon an occupied condition:
   1. The occupant sensing control or partial off occupant sensing control turns on controlled lighting; or
   2. The vacancy sensing control indicate a space is occupied and the controlled lighting can be turned on manually; or
   3. The partial-on occupant sensing control automatically turns on the controlled lighting at between 50 to 70 percent of controlled lighting power. After the partial-on stage, manual switches can be activated to turn on the controlled lighting at full controlled lighting power.

This requirement applies to areas where multi-zone occupant sensing controls are required to comply with Section 130.1(c)6D for offices larger than 250 square feet.

1. Simulate an occupancy in a control zone. Immediately upon occupancy of the control zone, the occupant sensors turn on controlled lighting.
2. Measure the illuminance at a location in the control zone where the light output is from the controlled lighting at full light output.
3. Signal sensitivity is adequate to achieve desired control.
4. Status indicator or annunciator operates properly.

1. In 20 minutes or less from the start of the unoccupied condition in the control zone, the occupant sensor uniformly reduces light output of the controlled lighting.
2. Measure the illuminance at the same location as in Step (a). Verify that the light output during unoccupancy is no more than 20 percent of the full light output measured in Step (a)1.
3. The occupant sensing control does not trigger a false on from movement outside of the control zone or from HVAC operation.
   (Informational note: The field of view of occupant sensors in the adjacent control zones in offices greater than 250 square feet may overlap, but the field of view should stay away from an adjacent enclosed spaces that is not part of the large office, like conference rooms, and private offices.)
4. Signal sensitivity is adequate to achieve desired control.

1. Measure the distance (in feet) from the “edge” of the control zone to the spot that is directly below the occupant sensor. This is the radius of the control zone.
2. Determine the area of the control zone by using the formula: Area = π*radius².
3. The area of the control zone must be less than or equal to 600 square feet.

1. Walk thru the space and count the number of zones of lighting turned on automatically as walking thru the space.
2. Document the number of zones being turned on. Determine the size of the office in square footage from construction plans or from other information source.
3. Divide the size of the office by the number of zones. This calculated value is the assessed control zone size (in square feet).
4. If the value is less than or equal to 600 square feet, it passes the test. Otherwise, it fails the test.

Prior to Functional testing, verify and document the following:

1. The automatic time switch controls are shown on plan documents and are installed.
2. Automatic time switch control is programmed with acceptable weekday, weekend, and holiday (if applicable) schedules.
3. Document for the automatic time switch programming including weekday, weekend, holiday schedules as well as all set-up and preference program settings.
4. The correct time and date are properly set in the time switch.    
5. The battery back-up (if applicable) is installed and energized.
6. Manual override time limit is set to no more than 2 hours.
7. Manual override switches located remotely from area with controlled luminaires allow the user to see the controlled luminaires or have a visual signal or display showing the current state of the controlled luminaires.

1. The automatic time switch control turns the controlled lighting.
2. Reserved

1. The automatic time switch control turns off all controlled lighting.
2. During test, for the area controlled by an automatic time-switch control with a configured automatic holiday shut-OFF, the controlled lighting can be turned off automatically by the holiday shut-OFF. For areas that are not required to comply, the lighting is not required to be configured with automatic holiday shut-OFF.
3. For the area controlled by an automatic time-switch control with a time-override located in and for the area, verify the lighting can be turned on manually by initiating the time-override and the lighting is configured to remain ON for no more than 2 hours. For areas that are not required to comply, the lighting can be configured to remain ON for more than 2 hours and until the next scheduled shut off occurs.

Prior to Functional testing, verify and document the following:

1. The demand responsive control is setup to communicate in one of the following communication protocols: Wi-Fi, ZigBee, BACnet, Ethernet or other wired or wireless bi-directional communication pathway according to the requirements in Standards §110.12). The demand responsive control is setup to communicate for the functional testing of NA7.6.3.2.

There are three methods to verify the reduction in lighting power due to the demand responsive lighting controls. For methods 1 and 2, buildings with up to seven (7) enclosed spaces requiring demand responsive lighting controls, all spaces shall be tested. For buildings with more than seven (7) enclosed spaces requiring demand responsive lighting controls, sampling may be done on additional spaces with similar lighting systems; sampling shall include a minimum of 1 enclosed space for each group of up to 7 additional enclosed spaces. If the first enclosed space with a demand responsive lighting control in the sample group passes the acceptance test, the remaining building spaces in the sample group also pass. If the first enclosed space with a demand responsive lighting control in the sample group fails the acceptance test the rest of the enclosed spaces in that group must be tested. If any tested demand responsive lighting control system fails it shall be repaired, replaced, or adjusted until it passes the test. Method 3 tests the entire facility at once, does not require sampling, but requires the facility lighting to be disaggregated from other end-use loads.

Test the reduction in lighting power due to the demand responsive lighting control using one of the following three methods.

Measure the reduction in illuminance in enclosed spaces required to meet Section 110.12(c), as follows:

1. Using the manual switches/dimmers in each space, set the lighting system to full output. Note that for lighting system that has been task tuned, override the controls to allow the lighting system to go to full output. Note also that the lighting in areas with photocontrols or occupant vacancy sensors may be at less than full output, or may be off.
2. Take one illuminance measurement at each location, using an illuminance meter.
3. Simulate a demand response condition using the demand responsive control.
4. Take one illuminance measurement at each location with the electric lighting system in the demand response condition.
5. Calculate the area-weighted average reduction in illuminance in the demand response condition, compared with the full output condition. The area-weighted reduction must be at least 15%.

1. Determine illuminance at minimum output condition:
   1. Using the manual switches/dimmers in each space, set the lighting system to minimum output (but not off). Note that the lighting in areas with photocontrols or occupant vacancy sensors may be at more than minimum output, or may be off.
   2. Take one illuminance measurement at each location, using an illuminance meter.
2. Determine illuminance at demand response condition:
   1. Simulate a demand response condition using the demand responsive control.
   2. Take one illuminance measurement at each location with the electric lighting system in the demand response condition.
3. Determine Compliance:
   1. In each space, the illuminance in the demand response condition must not be less than the illuminance in the minimum output condition (but not turned off).

EXCEPTION: In daylit spaces, the illuminance in the demand response condition may reduce below the minimum output condition.

Measure the reduction in electrical current in spaces required to meet Section 110.12, as follows:

1. Using the manual switches/dimmers in each space, set the lighting system to full output. Note that the lighting in areas with photocontrols or occupant vacancy sensors may be at less than full output, or may be off.
2. Take one electric current measurement for each selected circuit.
3. Simulate a demand response condition using the demand responsive control.
4. Take one illuminance measurement at each location with the electric lighting system in the demand response condition.
5. Add together all the circuit currents and calculate the reduction in current in the demand response condition, compared with the full output condition. The combined reduction must be at least 15%.

1. Using the manual switches/dimmers in each space, set the lighting system to minimum output (but not off). Note that the lighting in areas with photocontrols or occupant vacancy sensors may be at more than minimum output, or may be off.
2. Take one electric current measurement for each selected circuit.
3. Simulate a demand response condition using the demand responsive control.
4. Take one electric current measurement for each selected circuit with the electric lighting system in the demand response condition.
5. In each space, the electric current in the demand response condition must not be less than the electric current in the minimum output condition.
   EXCEPTION: Circuits that supply power to the daylit portion of enclosed spaces as long as lighting in non-daylit portions of the enclosed space.

Measure the reduction in electrical current of the full facility on the lighting end-use disaggregated circuit for spaces that are required to meet Section 110.12, as follows:

1. Using the facility lighting controls, set the lighting system to full output. Note that the lighting in areas with photocontrols or occupant /vacancy sensors may be at less than full output or may be off.
2. Take one electric current measurement on the circuit. This is your pre-event current.
3. Simulate a demand response condition using the demand responsive control.
4. Take one electric current measurement on the circuit. This is your post-event current.
5. Calculate the difference between the pre-event current and the post-event current to determine your wattage reduction.
6. Divide the wattage reduction by the total design wattage of lighting required to meet Section 110.12. The percent reduction in wattage must be at least 15%.

1. Using the facility controls, set the lighting system to minimum output (but not off). Note that the lighting in areas with photocontrols or occupant /vacancy sensors may be at more than minimum output or may be off.
2. Take one electric current measurement on the circuit. This is your pre-event current.
3. Simulate a demand response condition using the demand responsive control.
4. Take one electric current measurement on the circuit. This is you post event current.
5. The post-event current must not be less than the pre-event current in the minimum output condition.

For buildings with up to seven (7) enclosed areas claiming the institutional tuning PAF (power adjustment factor), all areas shall be tested. For buildings with more than seven (7) areas claiming this PAF, random sampling may be done on seven of the larger enclosed areas with tuned dimming systems. If any of the areas in the sample group of seven areas fails the acceptance test, another group of seven areas must be tested. If any tested system fails, it shall be tuned until it passes the test.

Prior to functional testing, verify and document the following:

1. The construction documents specify which lighting systems shall have their maximum light output or maximum power draw set to no greater than 85 percent of full light output or full power draw.
2. The controls or the methods of controlling the maximum output of luminaires is such that the maximum light output of the controlled lighting system can be limited and that normal operation of the controlled lighting does not override the maximum light output.
3. The controls are not readily accessible to unauthorized personnel.

For each area to be tested, follow the procedures in Method 1 or Method 2 below:

1. The acceptance test technician shall either observe the first seven (7) systems being successfully tuned or shall verify systems that have already been tuned using the sampling protocol described in NA7.6.4.
2. If the acceptance test technician is observing the tuning of the system, the party responsible for the tuning shall certify that the remainder of the system is tuned in a similar manner.

1. Step 1: Determination of maximum power or light output prior to institutional tuning
   1. Set all lighting controls to provide maximum output of the tested system without applying the limits specified for institutional tuning.
   2. Measure the full light output at a location where the illuminance is due to the controlled lighting, or measure the power draw of the controlled lighting. Current measurements may be used instead of power measurements.
2. Step 2: Institutional Tuning and Post-tuning Measurement
   1. Apply the limits specified for institutional tuning to the lighting system. Do not alter any other control settings.
   2. Verify the light or power reduction after institutional tuning by measuring the light output at the same location as in Step 1 or measure the power draw of the same circuit as in Step 1. Current measurements may be used instead of power measurements.
   3. If the light output or power draw measured in Step 2(b) is 85% or less of the light output or power draw measured in Step 1(b), the system passes this test; otherwise, the system fails this test.

1. Step 1: Measurement of tuned lighting system
   1. Set all lighting controls except institutional tuning controls to provide maximum output of tested system. Controls set to maximum light output include but not limited to: manual dimmers, multilevel occupant sensing, and automatic daylighting controls.
   2. Measure full light output at location where most of the illuminance is due to the controlled lighting or measure power draw of the controlled lighting. Current measurements may be used instead of power measurements.
2. Step 2: Measurement of lighting system with institutional tuning overriden
   1. Reset institutional tuning controls to allow full light output. Set all lighting controls to provide maximum output of tested system including but not limited to: institution tuning control, manual dimmers, multilevel occupant sensing, and automatic daylighting controls.
   2. Measure full light output at the same location as in Step 1 or measure the power draw of the same circuit as in Step 1. Current measurements may be used instead of power measurements.
   3. If the light output or power draw measured in Step 1(b) is 85% or less of the light output or power draw measured in Step 2(b), the system passes this test; otherwise, the system fails this test.
3. Step 3: Restore Institutional Tuning settings
   1. If the tested system passed the test in Step 2, restore the institutional tuning settings.

Prior to functional testing, verify and document the following:

1. The demand responsive control is setup to communicate in one of the following communication protocols: Wi-Fi, ZigBee, BACnet, Ethernet or other wired or wireless bi-directional communication pathway according to the requirements in Standards § 110.12. The demand responsive control is setup to communicate for the functional testing of NA7.6.5.2.
2. Verify that demand responsive controlled receptacles are installed.
3. Verify that the receptacle has a permanent and durable marking for controlled receptacles or circuits to differentiate them from uncontrolled receptacles or circuits.
4. Verify the receptacle is controlled by an automatic shut-off control.

For buildings with up to seven (7) enclosed spaces requiring demand responsive controlled receptacles, an Acceptance Test Technician shall test all spaces.

For buildings with more than seven (7) enclosed spaces requiring demand responsive controlled receptacles: 

1. An Acceptance Test Technician may either:
   1. Test all of the spaces; or
   2. Test seven spaces and sample the additional spaces; with each sample to include a minimum of 1 enclosed space for each sample group of up to 7 additional enclosed spaces.
2. If the first enclosed space with a demand responsive controlled receptacle in a sample group passes the acceptance test, the remaining building spaces in the sample group also pass. If the first enclosed space with a demand responsive controlled receptacle in the sample group fails, the Acceptance Test Technician shall test rest of the enclosed spaces in that group.

If any tested demand responsive controlled receptacle fails, it shall be repaired, replaced or adjusted until it passes the test. 

The acceptance test for each demand responsive controlled receptacle includes testing the reduction in receptacle power due to the demand responsive control using both of the following methods:

1. Trigger the shut off control to turn the demand responsive controlled receptacle ON, or if the receptacle has a manual control turn the receptacle ON.
2. Verify each controlled outlet has full voltage (125 V) present.
3. Simulate a DR condition.
4. Verify at each controlled outlet that zero voltage (0 V) is present (deenergized).
5. Verify the controlled receptacle cannot be overridden to turn ON by the automatic shut-off controls or any manual control.
6. 6Simulate a normal condition (non-DR condition).
7. Verify each controlled outlet has full voltage (125 V) present. 

1. Trigger the automatic shut-off control to turn the demand responsive controlled receptacle OFF or if the receptacle has an ON/OFF button, manually turn the receptacle OFF.
2. Verify at each controlled outlet that zero voltage (0 V) is present (deenergized).
3. Simulate a DR condition.
4. Verify at each controlled outlet that zero voltage (0 V) is present (deenergized).
5. Verify that the demand responsive controlled receptacle cannot be overridden to turn ON by automatic shut-off controls or any manual control.
6. Simulate a normal condition (non-DR condition).
7.  Verify each controlled outlet has zero voltage (0 V) present.

If a lighting control required by Title 24, Part 6 is a field assembled system consisting of two or more components, verify the system components meet all of the requirements for each lighting control type, in accordance with Section 110.9, On the approved installation compliance form, identify, list, and verify each type of lighting control system as follows:

1. Separately identify and list each type of lighting control system. When there are identical lighting control systems in a single building, identical lighting control system may be listed together.
2. Identify and list all requirements for the type of self-contained lighting control device for which the lighting control system is installed to function as, in accordance with Section 110.9 and in accordance with the Title 20 Appliance Efficiency Regulations.
3. Verify the lighting control system complies with all of the applicable requirement as listed.
4. If the lighting control system does not meet all applicable requirements, the installation fails.

1. The EMCS shall be separately tested for each respective lighting control system for which it is installed to function as.
2. List and verify functional compliance with all applicable requirements in accordance with applicable Sections 110.9, 130.1, 130.2 and Section 160.5.
3. If applicable, list and verify functional compliance with all applicable requirements for all applications for which the EMCS is installed to function as, in accordance with appliable Section 140.6 and 170.2(e)2 thru 4.
4. If applicable, list and verify functional compliance with all applicable requirements for all applications for which the EMCS is installed to function as, in accordance with applicable Section 140.7 and 170.2(e)6.
5. If applicable, list and verify functional compliance with all applicable requirements for all applications for which the EMCS is installed to function as, in accordance with applicable Section 150.0(k) and 160.5(a).

Verify and document the following:

1. The space qualifies only as one or more the following types: Auditorium, convention center, conference room, multipurpose room, or theater, in accordance with the definitions of those space types in Section 100.1.
2. There are no more than two interlocked lighting systems serving the space.
3. The two lighting systems are interlocked with a non-programmable double throw switch to prevent simultaneous operation, in accordance with applicable Section 140.6(a)1 and 170.2(e)2A.
4. If all of the above items are not true, the installation fails, and all connected lighting in the space shall be counted as part of the total installed lighting power.

Verify and document the following:

1. Separately list all requirements for each PAF that is claimed in accordance with applicable Sections 110.9, and 140.6(a)2, Table 140.6-A, 170.2(e)2B, and Table 170.2-L.
2. Verify the installation complies with all applicable requirements in accordance with applicable Sections 110.9, and 140.6(a)2, Table 140.6-A, 170.2(e)2B, and Table 170.2-L.
3. If all of the above items are not true for a specific PAF, the installation fails, and that specific PAF cannot be used.
4. For lighting systems that are claiming a PAF for daylight continuous dimming plus OFF control in accordance with Section 140.6(a)2H and 170.2(e)2Bviii, the system must successfully complete the functional performance test in Section NA 7.6.1.3, and in addition during the Full Daylight Test the controls shall automatically turn OFF the luminaires that are receiving the daylight continuous dimming plus OFF PAF credit.

Verify and document the following:

1. The videoconferencing studio is using only the Area Category Method for compliance. The extra lighting allowance shall not be taken when using the Complete Building Method or Tailored Method of compliance.
2. The videoconferencing studio is a room with permanently installed videoconferencing cameras, audio equipment, and playback equipment for both audio-based and video-based two-way communication between local and remote sites.
3. General lighting is switched in accordance with Table 130.1-A.
4. Wall wash lighting is separately switched from the general lighting system.
5. All of the lighting is controlled by a multiscene programmable control system (scene preset control system).
6. If all of the above is not true, the installation fails, and the extra wattage for videoconferencing studio lighting cannot be used.

Prior to functional testing, verify and document the following:

1. The motion sensing controls are shown on plan documents and are installed.
2. Motion sensor is located to minimize false signals.
3. Desired sensor coverage is not blocked by obstructions that could adversely affect performance.

For building sites with up to seven (7) motion sensors, all motion sensors shall be tested. For sites with more than seven (7) motion sensors, sampling may be done on outdoor areas with similar sensors that cover similar unobstructed areas; sampling shall include a minimum of 1 motion sensor for each group of up to 7 additional motion sensors.

If the first sensor in the sample group passes the acceptance test, the remaining outdoor areas in the sample group also pass. If the first motion sensor in the sample group fails the acceptance test, the rest of the sensors in that group shall be tested and any failed sensor in the sample group shall be repaired or replaced and retested until the sensor passes the test.

1. Step 1: Simulate motion in area under luminaire controlled by the motion sensor. Verify and document the following:
   1. Status indicator operates correctly.
   2. Luminaires controlled by sensors turn on immediately upon entry into the area lit by the controlled luminaires near the sensor.
   3. Signal sensitivity is adequate to achieve desired control.
2. Step 2: Simulate no motion in area with lighting controlled by the motion sensor.
3. Verify and document the following:
   1. The controlled luminaires are turned off or the lighting power of each controlled luminaire is reduced by at least 50 percent and no more than 90 percent within a maximum of 15 minutes from the start of an unoccupied condition.
   2. The sensor does not trigger a false “on” from movement outside of the controlled area.
   3. Signal sensitivity is adequate to achieve desired control.

Verify and document the following:
The photocontrols are shown on plan documents and are installed.

For building sites with up to seven (7) photosensors, all photosensors shall be tested. For sites with more than seven (7) photosensors, sampling may be done on outdoor areas with similar photosensors that cover similar unobstructed areas; sampling shall include a minimum of 1 photosensors for each group of up to 7 additional photosensors.

If the first photosensors in the sample group passes the acceptance test, the remaining outdoor areas in the sample group also pass. If the first photosensors in the sample group fails the acceptance test, the rest of the photosensors in that group shall be tested and any failed photosensors in the sample group shall be repaired or replaced and retested until the photosensors passes the test.

Verify and document the following:

1. During daytime simulation, all controlled luminaires are turned off.
2. During nighttime simulation, all controlled luminaires are turned on.

Prior to functional testing, confirm and document the following:

1. The automatic scheduling controls are shown on plan documents and are installed.
2. The control is programmed with on schedules and off schedule that matches the schedules in the construction documents. If the schedule is unknown, confirm that the programmed schedule matches the default schedule where the off schedule is from midnight to 6am and the on schedule is all other nighttime hours, seven days per week.
3. The lighting control programming including both on schedule and off schedule, for weekday, weekend, and holidays (if applicable).
4. The correct time and date are properly set in the control.

Verify and document the following:

1. During daytime simulation, all controlled luminaires are turned off.
2. During nighttime simulation with the programmed occupied period, all controlled luminaires are turned on.
3. During nighttime simulation with the programmed unoccupied period, the controlled luminaires are turned off or the lighting power of controlled luminaires is reduced by at least 50 percent and no more than 90 percent.

The measurement devices used to verify the refrigerated warehouse controls shall be calibrated once every two years using a NIST traceable reference. The calibrated measurement devices to be used in these acceptance tests are called the "standard" and shall have the following measurement tolerances: The temperature measurement devices shall be calibrated to +/- 0.7°F between -30°F and 200°F. The pressure measurement devices shall be calibrated to +/- 2.5 psi between 0 and 500 psig. The relative humidity (RH) measurement devices shall be calibrated to +/- 1% between 5% and 90% RH.

Prior to functional testing, verify and document the following for all electric resistance underslab heating systems:

1. Verify that summer on-peak period is programmed into all underslab heater controls to meet the requirements of Section 120.6(a)2.

Step 1: Using the control system, lower slab temperature setpoint. Verify and document the following using an electrical test meter:

1. a. The underslab electric resistance heater is off.

Step 2: Using the control system, raise the slab temperature setpoint. Verify and document the following using an electrical test meter:

1. b. The underslab electric resistance heater is on.

Step 3: Using the control system, change the control system’s time and date corresponding to the local utility’s summer on-peak period. If control system only accounts for time, set system time corresponding to the local utility’s summer on-peak period. Verify and document the following using an electrical test meter:

1. c. The underslab electric resistance heater is off.

Step 4: Restore system to correct schedule and control setpoints.

Prior to functional testing, document the following on all evaporators:

1. All refrigerated space temperature sensors used for control are verified to read accurately (or provide an appropriate offset) using a temperature standard.
2. All refrigerated space humidity sensors used for control are verified to read accurately (or provide an appropriate offset) using a humidity standard.
3. All refrigerated space temperature and humidity sensors are verified to be mounted in a location away from direct evaporator discharge air draft.
4. Verify that all fan motors are operational and rotating in the correct direction.
5. Verify that fan speed control is operational and connected to evaporator fan motors.
6. Verify that all speed controls are in “auto” mode.

Conduct and document the following functional tests on all evaporators.

1. Step 1: Measure current space temperature or humidity. Program this temperature or humidity as the test temperature or humidity setpoint into the control system for the functional test steps. Allow 5 minutes for system to normalize.
2. Step 2: Using the control system, lower test temperature or humidity setpoint in 1 degree or 1% RH increments below any control dead band range until:
   1. a. Evaporator fan controls modulate to increase fan motor speed.
   2. b. Evaporator fan motor speed increases in response to controls.
   3. c. Verify and document the above.
3. Step 3: Using the control system, raise the test temperature or humidity setpoint in 1 degree or 1% RH increments above any control dead band range until fans go to minimum speed. Verify and document the following:
   1. d. Evaporator fan controls modulate to decrease fan motor speed.
   2. e. Evaporator fan motor speed decreases in response to controls.
   3. f. Minimum fan motor control speed (rpm or percent of full speed).
4. Step 4: Restore control system to correct control setpoints.

Prior to functional testing, document the following:

1. Verify the minimum condensing temperature control setpoint is at or below 70°F.
2. Verify the master system controller saturated condensing temperature input is the temperature equivalent reading of the condenser pressure sensor.
3. Verify all drain leg pressure regulator valves are set below the minimum condensing temperature/pressure setpoint.
4. Verify all receiver pressurization valves, such as the outlet pressure regulator (OPR), are set lower than the drain leg pressure regulator valve setting.
5. Verify all condenser inlet and outlet pressure sensors read accurately (or provide an appropriate offset) using a pressure standard.
6. Verify all ambient dry bulb temperature sensors used by controller read accurately (or provide an appropriate offset) using a temperature standard.
7. Verify all relative humidity sensor used by controller read accurately (or provide an appropriate offset) using RH standard.
8. Verify all temperature sensors used by the controller are mounted in a location that is not exposed to direct sunlight.
9. Verify that all sensor readings used by the condenser controller convert or calculate to the correct conversion units at the controller (e.g., saturated pressure reading is correctly converted to appropriate saturated temperature; dry bulb and relative humidity sensor readings are correctly converted to wet bulb temperature, etc.).
10. Verify that all fan motors are operational and rotating in the correct direction.
11. Verify that all condenser fan speed controls are operational and connected to condenser fan motors to operate in unison the fans serving a common condenser loop.
12. Verify that all speed controls are in “auto” mode.

Note: The system cooling load must be sufficiently high to run the test. Artificially increase evaporator loads or decrease compressor capacity (manually turn off compressors, etc.) as may be required to perform the Functional Testing.

Step 1: Override any heat reclaim, floating suction pressure, floating head pressure and defrost functionality before performing functional tests.

Step 2:

1. a. Document current outdoor ambient air dry bulb and wet bulb temperatures, relative humidity and refrigeration system condensing temperature/condensing pressure readings from the control system.
2. b. Calculate and document the temperature difference (TD), defined as the difference between the wet bulb temperature and the refrigeration system saturated condensing temperature (SCT).
3. c. Document current head pressure control setpoint.

Step 3: Using the desired condenser fan motor cycling or head pressure control strategy, program into the control system a setpoint equal to the reading or calculation obtained in Step 2. This will be referred to as the “test setpoint.” Allow 5 minutes for condenser fan speed to normalize.

Step 4: Using the control system, raise the test setpoint in 1 degree (or 3 psi) increments until the condenser fan control modulates to minimum fan motor speed. Verify and document the following:

1. d. Fan motor speed decreases.
2. e. All condenser fan motors serving common condenser loop decrease speed in unison in response to controller output.
3. f. Minimum fan motor control speed (rpm or percent of full speed).
4. g. If the refrigeration system is already operating at minimum saturated condensing temperature/head pressure, reverse Steps 4 and 5.

Step 5: Using the control system, lower the test setpoint in 1 degree (or 3 psi) increments until the condenser fan control modulates to increase fan motor speed. Verify and document the following:

1. h. Fan motor speed increases.
2. i. All condenser fan motors serving common condenser loop increase speed in unison in response to controller output.

Step 6: Document the current minimum condensing temperature setpoint. Using the control system, change the minimum condensing temperature setpoint to a value greater than the current operating condensing temperature. Verify and document the following:

1. j. Condenser fan controls modulate to decrease capacity.
2. k. All condenser fans serving common condenser loop modulate in unison.
3. l. Condenser fan controls stabilize within a 5 minute period.

Step 7: Using the control system, reset the system head pressure controls, fan motor controls and minimum condensing temperature control setpoint to original settings documented in Steps 3 and 6.

Step 8: Restore any heat reclaim, floating suction pressure, floating head pressure and defrost functionality. Reset the minimum condensing temperature setpoint to the value documented in Step 6.

Conduct and document the following functional tests on all air-cooled condensers.

Prior to functional testing, document the following:

1. Verify that the minimum condensing temperature control setpoint is at or below 70°F.
2. Verify that the master system controller saturated condensing temperature input is the temperature equivalent reading of the condenser pressure sensor.
3. Verify all drain leg pressure regulator valves are set below the minimum condensing temperature/pressure setpoint.
4. Verify all receiver pressurization valves, such as the outlet pressure regulator (OPR), are set lower than the drain leg pressure regulator valve setting.
5. Verify all condenser inlet and outlet pressure sensors read accurately (or provide an appropriate offset) using a pressure standard.
6. Verify all ambient dry bulb temperature sensors used by controller read accurately (or provide an appropriate offset) using temperature standard.
7. Verify all temperature sensors used by the controller are mounted in a location that is not exposed to direct sunlight.
8. Verify that all sensor readings used by the condenser controller convert or calculate to the correct conversion units at the controller (e.g., saturated pressure reading is correctly converted to appropriate saturated temperature, etc.).
9. Verify that all fan motors are operational and rotating in the correct direction.
10. Verify that all condenser fan speed controls are operational and connected to condenser fan motors to operate in unison the fans serving a common condenser loop.
11. Verify that all speed controls are in “auto” mode.

Note: The system cooling load must be sufficiently high to run the test. Artificially increase evaporator loads or decrease compressor capacity (manually turn off compressors, etc.) as may be required to perform the Functional Testing.

Step 1: Override any heat reclaim, floating suction pressure, floating head pressure and defrost functionality before performing functional tests. 
Document current outdoor ambient air dry bulb temperature and refrigeration system condensing temperature/condensing pressure readings from the control system.

Step 2: Calculate and document the temperature difference (TD), defined as the difference between the dry bulb temperature and the refrigeration system saturated condensing temperature (SCT).
Document current head pressure control setpoint.

Step 3: Using the desired condenser fan motor cycling or head pressure control strategy, program into the control system a setpoint equal to the reading or calculation obtained in Step 2.

This will be referred to as the “test setpoint.” Allow 5 minutes for condenser fan speed to normalize.

Step 4: Using the control system, raise the test setpoint in 1 degree (or 3 psi) increments until the condenser fan control modulates to minimum fan motor speed. Verify and document the following:

1. Fan motor speed decreases.
2. All condenser fan motors serving common condenser loop decrease speed in unison in response to controller output.
3. Minimum fan motor control speed (rpm or percent of full speed).
4. If the refrigeration system is already operating at minimum saturated condensing temperature/head pressure, reverse Steps 4 and 5.

Step 5: Using the control system, lower the test setpoint in 1 degree (or 3 psi) increments until the condenser fan control modulates to increase fan motor speed. Verify and document the following:

1. Fan motor speed increases.
2. All condenser fan motors serving common condenser loop increase speed in unison in response to controller output.

Step 6: Document current minimum condensing temperature setpoint. Using the control system change the minimum condensing temperature setpoint to a value greater than the current operating condensing temperature. Verify and document the following:

1. Condenser fan controls modulate to decrease capacity.
2. All condenser fans serving common condenser loop modulate in unison.
3. Condenser fan controls stabilize within a 5 minute period.

Step 7: Using the control system, reset the system head pressure controls, fan motor controls and minimum condensing temperature control setpoint to original settings documented in Steps 2 and 6.

Step 8: Restore any heat reclaim, floating suction pressure, floating head pressure and defrost functionality. Reset the minimum condensing temperature setpoint to the value documented in Step 6.

Conduct and document the following functional tests on all adiabatic condensers.

Prior to functional testing, document the following:

1. Verify the control system minimum Saturated Condensing Temperature (SCT) setpoint is at or below 70°F.
2. Verify the control system maximum SCT setpoint (if used) is at or near the system design SCT.
3. Verify accuracy of refrigerant pressure-temperature conversions and consistent use of either temperature or pressure for the controlled variable setpoint in the control system.
4. Verify the discharge pressure sensor (or condenser pressure if used) reads accurately, using a National Institute of Standards and Technology (NIST) traceable reference pressure gauge or meter. At the minimum, the discharge pressure sensor accuracy shall be verified at two different pressures within the typical operating range. Calibrate if needed. Replace if outside manufacturer's recommended calibration range.
5. Verify the ambient dry bulb temperature using a NIST traceable instrument, including verification of at least two different ambient readings. Calibrate if needed. Replace if outside manufacturer’s recommended calibration range.
6. Verify all ambient dry bulb temperature sensors are not mounted in direct sunlight or is provided within a suitable solar shield.
7. Verify that all sensor readings used by the condenser controller convert or calculate to the correct conversion units and are displayed at the controller (e.g., observed pressure reading is correctly converted to appropriate saturated temperature, etc.).
8. Verify that all fan motors are operational and rotating in the correct direction.
9. Verify that all condenser fan speed controls operate automatically in response to changes in both pressure (SCT) and ambient temperature.

Note: The system cooling load must be sufficiently high, and ambient conditions sufficiently below design, to operate with all condenser fans in operation and observe controls in average conditions. Be cognizant of weather conditions in scheduling testing and, if necessary and possible, arrange to artificially increase or decrease evaporator loads in order to perform the Functional Testing at typical system conditions. The functional test shall be performed in dry mode.

Step 1: Verify mechanical controls and other strategies will not affect tests.

1. Verify condenser pressure low-limit holdback and/or bypass regulating valves, if any, are set below the minimum SCT setpoint. Condenser pressure controls valves will cause fans to operate at 100% speed if they are not set below the minimum SCT value. In warm weather, this may require setting out of range, and deferring valve settings until cold weather allows valves to be adjusted.
2. Turn off any heat reclaim controls and any intermittent defrost pressure offset strategies that would affect condenser setpoint control.
3. Document adiabatic mode switching setpoints, if necessary for test temporarily change the adiabatic mode setpoint such that the condenser operates in dry mode. Verify that the adiabatic pads are completely dry before beginning tests.

Step 2: Operate in control range and verify

1. Verify the condenser control value is operating in the variable setpoint control range, i.e., above the minimum SCT setpoint and below the maximum SCT setpoint.
   1. If necessary, increase or decrease the system load.
   2. If necessary, during low load or low ambient conditions with system observed at the minimum SCT, temporarily adjust the minimum SCT to a lower value, if the refrigeration system design will allow, or increase the control TD to result in a higher control value.
2. Observe control operation for at least 30 minutes to confirm stable control operation, as shown by condenser fan speed varying as compressor capacity changes, and not ranging from maximum to minimum fan speed or constant “hunting”. If required, adjust control response setpoints to achieve stable operation. Since condenser control settings require fine-tuning over time, this is often accomplished using control system history or visual trends, showing one hourly and daily operation.

Step 3: Identify control Temperature Difference

1. Record the current outdoor ambient air dry bulb and refrigeration system condensing temperature/condensing pressure readings from the control system. Note whether discharge pressure or a dedicated condenser pressure sensor is used for condenser pressure control.
2. Document current head pressure control setpoints, including the Temperature Difference (TD) setpoint.
3. Calculate and record the actual observed TD, defined as the difference between the dry bulb temperature and the refrigeration system SCT.
4. Confirm agreement between the current control system TD setpoint and the observed TD. If values are different, address and correct controls system methods.

Step 4: Test adjusted control Temperature Difference (Setpoint1).

1. Enter a smaller TD value into the control system sufficient enough to cause an observable response, such as 1 to 2 degrees smaller, but not small enough to cause the system to operate continuously at 100% fan speed. Record this value as TD Test Setpoint 1.
2. Observe change in control system operation which should include an increase in fan speed and a decrease in condensing temperature.
3. Allow time for the control system to achieve stable operation.
4. Document current head pressure control setpoints, including the TD setpoint.
5. Calculate and record the actual observed TD, defined as the difference between the wet bulb temperature and the refrigeration system SCT.
6. Confirm agreement between the current control system TD setpoint and the observed TD. If values are different, address and correct control system methods.

Step 5: Test adjusted control Temperature Difference (Setpoint2) Enter a TD value into the control system that is different from TD Test Setpoint1, sufficient enough to cause an observable response. Record this value a TD Test Setpoint2.

1. Observe change in control system operation which should include an increase in fan speed and a decrease in condensing temperature.
2. Allow time for the control system to achieve stable operation.
3. Record the current outdoor ambient dry bulb temperature.
4. Record the current refrigeration system condensing temperature/condensing pressure readings from the control system.
5. Document current head pressure control setpoints, including the TD setpoint.
6. Calculate and record the actual observed TD, defined as the difference between the dry bulb temperature and the refrigeration system SCT.
7. Confirm agreement between the current control system TD setpoint and the observed TD. If values are different, address and correct control system methods

Step 6: Document current minimum condensing temperature setpoint. Using the control system change the minimum condensing temperature setpoint to a value greater than the current operating condensing temperature. Verify and document the following:

1. Condenser fan controls modulate to decrease capacity.
2. All condenser fans serving common condenser loop modulate in unison.
3. Condenser fan controls stabilize within a 5 minute period.

Step 7: Using the control system, reset the system head pressure controls, fan motor controls and minimum condensing temperature control setpoint to original settings documented in Steps 3 and 6.

Step 8: Restore any heat reclaim, floating suction pressure, floating head pressure and defrost functionality. Reset the minimum condensing temperature setpoint to the value documented in Step 6.

Conduct and document the following functional tests on all variable-speed screw compressors.

Prior to functional testing, document the following:

1. Verify all single open-drive screw compressors dedicated to a suction group have variable speed control.
2. Verify all compressor suction and discharge pressure sensors read accurately (or provide an appropriate offset) using a standard.
3. Verify all input or control temperature sensors used by controller read accurately (or provide an appropriate offset) using temperature standard.
4. Verify that all sensor readings used by the compressor controller convert or calculate to the correct conversion units at the controller (e.g., saturated pressure reading is correctly converted to appropriate saturated temperature, etc.).
5. Verify that all compressor speed controls are operational and connected to compressor motors.
6. Verify that all speed controls are in “auto” mode.
7. Verify that compressor panel control readings for “RPMs,” “% speed,” “kW”, and “amps” match the readings from the PLC or other control systems.
8. Verify that compressor nameplate data is correctly entered into the PLC or other control system.

Note: The system cooling load must be sufficiently high to run the test. Artificially increase or decrease evaporator loads (add or shut off zone loads, change setpoints, etc.) as may be required to perform the Functional Testing.

Step 1: Override any heat reclaim, floating suction pressure, floating head pressure and defrost functionality before performing functional tests.

Step 2: Measure and document the current compressor operating suction pressure and saturated suction temperature.

Step 3: Document the suction pressure/saturated suction temperature setpoint. Program into the control system a target setpoint equal to the current operating condition measured in Step 2. Allow 5 minutes for system to normalize. This will be referred to as the “test suction pressure/saturated suction temperature setpoint.”

Step 4: Using the control system, raise the test suction setpoint in 1 psi increments until the compressor controller modulates to decrease compressor speed. Verify and document the following:

1. a. Compressor speed decreases.
2. b. Compressor speed continues to decrease to minimum speed.
3. c. Any slide valve or other unloading means does not unload until after the compressor has reached its minimum speed (RPM).

Step 5: Using the control system, lower the test suction setpoint in 1 psi increments until the compressor controller modulates to increase compressor speed. Verify and document the following:

1. d. Any slide valve or other unloading means first goes to 100 percent before compressor speed increases from minimum.
2. e. Compressor begins to increase speed.
3. f. Compressor speed continues to increase to 100 percent.

Step 6: Using the control system, program the suction target setpoints back to original settings as documented in Step 3.

Step 7: Restore any heat reclaim, floating suction pressure, floating head pressure and defrost functionality.

The following acceptance tests apply to commercial kitchen exhaust systems with Type I exhaust hoods. All Type I exhaust hoods used in commercial kitchens shall be tested.

Step 1: Verify exhaust and replacement air systems are installed, power is installed and control systems such as demand control ventilation are calibrated.

Step 2: For kitchen/dining facilities having total Type 1 and Type II kitchen hood exhaust airflow rates greater than 5,000 cfm, calculate the maximum allowable exhaust rate for each Type 1 hood as specified by Table 140.9-C.

The following acceptance test applies to systems with and without demand control ventilation exhaust systems. These tests shall be conducted at full load conditions.

Step 1: Operate all sources of outdoor air providing replacement air for the hoods.

Step 2: Operate all sources of recirculated air providing conditioning for the space in which the hoods are located.

Step 3: Operate all appliances under the hoods at operating temperatures.

Step 4: Verify that the thermal plume and smoke is completely captured and contained within each hood at full load conditions by observing smoke or steam produced by actual cooking operation and/or by visually seeding the thermal plume using devices such as smoke candles or smoke puffers. Smoke bombs shall not be used (note: smoke bombs typically create a large volume of effluent from a point source and do not necessarily confirm whether the cooking effluent is being captured). For some appliances (e.g., broilers, griddles, fryers), actual cooking at the normal production rate is a reliable method of generating smoke). Other appliances that typically generate hot moist air without smoke (e.g., ovens, steamers) need seeding of the thermal plume with artificial smoke to verify capture and containment.

Step 5: Verify that space pressurization is appropriate (e.g., kitchen is slightly negative relative to adjacent spaces and all doors open/close properly).

Step 6: Verify that each Type 1 hood has an exhaust rate that is below the maximum allowed.

Step 7: Make adjustments as necessary until full capture and containment and adequate space pressurization are achieved and maximum allowable exhaust rates are not exceeded. Adjustments may include:

1. Adjust exhaust hood airflow rates.
2. Add hood side panels.
3. Add rear seal (back plate).
4. Increase hood overhang by pushing equipment back.
5. Relocate supply outlets to improve the capture and containment performance.

Step 8: Measure and record final exhaust airflow rate per Type 1 hood.

The following additional acceptance test shall be performed on all exhaust hoods with demand control ventilation exhaust systems.

Step 1: Turn off all kitchen hoods, makeup air and transfer systems.

Step 2: Turn on one of the appliances on the line and bring to operating temperature. Confirm that:

1. 1. DCV system automatically switches from off to the minimum flow setpoint.
   2. The minimum flow setpoint does not exceed the larger of
      1. 50% of the design flow, or
      2. The ventilation rate required as specified by Section 120.1.
   3. The makeup air and transfer air system flow rates modulate as appropriate to match the exhaust rate.
   4. Appropriate space pressurization is maintained.

Step 3: Press the timed override button. Confirm that system ramps to full speed and back to minimum speed after override times out.

Step 4: Operate all appliances at typical conditions. Apply sample cooking products and/or utilize smoke puffers as appropriate to simulate full load conditions. Confirm that:

1. e. DCV system automatically ramps to full speed.
2. f. Hood maintains full capture and containment during ramping to and at full-speed.
3. g. Appropriate space pressurization is maintained.

Verify and document the following tests prior to the functional testing:

1. Carbon monoxide control sensor is factory-calibrated as specified by Section 120.6(c).
2. The sensor is located in the highest expected concentration location in its zone as specified by Section 120.6(c).
3. Control setpoint is at or below the CO concentration permitted by Section 120.6(c).

Conduct the following tests with garage ventilation system operating in occupied mode and with actual garage CO concentration well below setpoint.

Step 1: With all sensors active and all sensors reading below 25 ppm, observe that fans are at minimum speed and fan motor demand is no more than 30 percent of design wattage.

Step 2: Apply CO span gas with a concentration of 30 ppm, and a concentration accuracy of +/- 2%, one by one to 50% of the sensors but no more than 10 sensors per garage and to at least one sensor per proximity zone. For each sensor tested observe:

1. a. CO reading is between 25 and 35 ppm.
2. b. Ventilation system ramps to full speed when span gas is applied.
3. c. Ventilation system ramps to minimum speed when span gas is removed.

Step 3: Temporarily override the programmed sensor calibration/replacement period to 5 minutes.

1. d. Wait 5 minutes and observe that fans ramp to full speed and an alarm is received by the facility operators. Restore calibration/replacement period.

Step 4: Temporarily place the system in unoccupied mode and override the programmed unoccupied sensor alarm differential from 30% for 4 hours to 1% for 5 minutes. Wait 5 minutes and observe that fans ramp to full speed and an alarm is received by the facility operators. Restore programming.

Step 5: Temporarily override the programmed occupied sensor proximity zone alarm differential from 30% for 4 hours to 1% for 5 minutes. Wait 5 minutes and observe that fans ramp to full speed and an alarm is received by the facility operators. Restore programming.

Acceptance tests for compressed air controls in accordance with Section 120.6(e)2.

Verify and document the following prior to functional testing:

1. Size (hp), rated capacity (acfm), and control type of each air compressor.
2. Total system capacity (the sum of the individual capacities).
3. System operating pressure.
4. Compressor(s) designated as trim compressors.
5. Method for observing and recording the states of each compressor in the system, which shall include at least the following states:
   1. Off
   2. Unloaded
   3. Partially loaded
   4. Fully loaded
   5. Short cycling (loading and unloading more often than once per minute)
   6. Blow off (venting compressed air at the compressor itself)

Step 1: As specified by the test methods outlined in the Construction Inspection, verify that these methods have been employed, so that the states of the compressors and the current air demand (as measured by a flow sensor or otherwise inferred by system measurements) can be observed and recorded during testing.

Step 2: Run the compressed air supply system steadily at as close to the expected operational load range as can be practically implemented, for a duration of at least 10 minutes.

Step 3: Observe and record the states of each compressor and the current air demand during the test.

Step 4: Confirm that the combinations of compressors states meet the following criteria:

1. No compressor exhibits short-cycling (loading and unloading more often than once per minute).
2. No compressor exhibits blowoff (venting compressed air at the compressor itself).
3. For new systems, the trim compressors shall be the only compressors partially loaded, while the base compressors will either be fully loaded or off by the end of the test.

Acceptance tests for compressed air monitoring installed in accordance with Section 120.6(e)3.

Verify and document the following monitoring system capabilities prior to functional testing:

1. Measurement of header or compressor discharge pressure.
2. Measurement of amps or power of each compressor.
3. Measurement or determination of airflow in cfm.
4. Data logging of pressure, power, airflow, and calculated compressed air system specific efficiency in kW/100 cfm at intervals of 5 minutes or less.
5. Maintained data storage.
6. Visual trending display of each recorded point, load, and specific efficiency.

Verify and document the following monitoring system capabilities:

1. Data observed during test is being recorded to a log file that can be opened and viewed to see trend of airflow, power, and specific efficiency in at least 5 minute intervals.
2. Airflow and compressor power data vary with loading and unloading of the compressor within typical performance expectations. Measurements should be observed across various loading, whether manually varied in response to actual operational loads.

Verify and document the following prior to functional testing:

1. The occupancy sensor has been located to minimize false signals, and the elevator cab does not have any obstructions that could adversely affect the sensor’s performance.
2. For PIR sensors, the sensor pattern does not enter into the elevator lobby.
3. For ultrasonic sensors, the sensor does not emit audible sound.

Note that some elevators are able to use weight sensors to provide occupancy sensing. In this case, document that the elevator uses weight sensing to provide occupant sensing and proceed to the functional test.

For each elevator cab being tested, confirm the following:

1. Verify that the lighting and ventilation controlled inside the elevator cab turn off after 15 minutes from the start of an unoccupied condition.
2. Verify that the signal sensitivity is adequate to achieve desired control. The sensor should not detect motion in the elevator lobby.
3. Verify that lighting and ventilation immediately turn "on" when an unoccupied condition becomes occupied.
4. Verify that the lighting and ventilation will not shut off when occupied. Stand in the elevator with the door closed and wait 15 minutes to confirm that the lighting and ventilation remain on.

Verify and document the following prior to functional testing:

1. Variable speed drive is installed on the escalator.
2. Occupancy sensor has been located to minimize false signals.
3. Occupancy sensors do not trigger from pedestrians on adjacent escalators.
4. Occupancy sensors do not encounter any obstructions that could adversely affect desired performance.
5. Ultrasonic occupancy sensors do not emit audible sound

For each escalator or moving walkway being tested, confirm the following:

1. Verify the amount of time necessary to ride the entire length of the escalator while standing still.
2. Stand away from the escalator. After being in an unoccupied condition for more than three times the length of time for a full ride, the escalator should slow down.
3. Approach the escalator entrance while in an unoccupied condition from multiple angles to ensure passenger detection cannot be bypassed.
4. Verify the slow speed setting is 10 ft/min.
5. Verify the full speed setting is below 100 ft/min.
6. Verify the acceleration and deceleration of speed changes. The acceleration shall not exceed 1 ft/sec sq.
7. Approach the escalator in an unoccupied condition at an average walking pace. The escalator should reach full speed before boarding.
8. Approach the escalator in an unoccupied condition at an average walking pace in the wrong direction. An alarm should signal to alert that the pedestrian is approaching in the wrong direction.

Verify and document the following prior to functional testin

1. Area and volume of each lab space.
2. Design airflow rate of lab space, (cfm).
3. Occupied minimum airflow rate of each lab space, (cfm).
4. Unoccupied minimum airflow rate of each lab spaced, (cfm).
5. Design inlet airflow rate o exhaust fan system, (cfm).
6. Power of exhaust fan system at design conditions, (watts).
7. Calculate wats/cfm at design conditions. Item (a)6 divided by item (a)5.

1. If control is “none,” and system has one of the filtration methods in item (d), water/cfm in item (a)7 shall be no greater than 0.85 watts/cfm of exhaust fan system airflow. Alternatively, the rated fan power does not surpass fan kW_budget as calculated per Section 140.4(c)1A.
2. If control is “none,” and system does not have one of the filtration methods in item (d), watts/cfm in item (a)7 shall be no greater than 0.65 watts/cfm of exhaust fan system. Alternatively, the fan power does not surpass fan kW_budget as calculated per Section 140.4(c)1A.
3. If control is “simple turndown,” “wind responsive,” or “contaminant monitoring,” exhaust fan system watts per cfm in item (a)7 shall be no greater than 1.3 watts per cfm of exhaust fan system airflow, and fan system shall comply with the applicable acceptance testing requirements in Nonresidential Reference Appendices NA7.16.3 through NA7.16.8.     

If control signals have been calibrated to measure flow rates and power consumption, recorded control signals are acceptable methods of measurement.

Step 1: Simulate design conditions by opening all fume hood sashes and other exhaust devices such as snorkels to their design open position and occupy all lab spaces served by the exhaust fan system.

(a) Verify that the occupant sensors can detect occupants in all portions of the spaces and are reporting occupied occupancy status to controller.

(b) Verify that the inlet airflow rate of the exhaust fans meets the design flowrate.

(c) Verify fan power under design conditions.

(d) Measured power under design conditions shall be no greater than the design fan power.

Step 2: Simulate minimum flowrate under occupied conditions by adjusting fume hoods and other exhaust devices. Adjust the thermostatic control so that the space temperature is within the dead band. 

(a) Verify that the occupant sensors can detect occupants in all portions of the spaces and are reporting occupied occupancy status to controller.

(b) Verify that the total exhaust airflow rate of each space meets the minimum allowed occupied airflow rate.

(c) Verify fan power under design conditions.

(d) Measured power under minimum flowrate occupied conditions [Step 2(c)] shall be no greater than measured power under design conditions [Step 1(c)].

Step 3: Simulate minimum flowrate under unoccupied conditions by adjusting fume hoods and other exhaust devices and vacate all lab spaces served by the exhaust fan system for at least 20 minutes so occupant control treats lab spaces as unoccupied. Adjust the thermostatic control so that the space temperature is within the dead band.

(a) Verify that the occupant sensors are reporting unoccupied occupancy status to controller.

(b) Verify that the total exhaust airflow rate of each space meets the minimum allowed unoccupied flowrate.

(c) Verify fan power under minimum flowrate occupied conditions.

(d) Measured power under minimum flowrate unoccupied conditions [Step 3(c)] shall be no greater than measured power under minimum flowrate occupied conditions [Step 2(c)].

Requirements for simple turndown control are required in addition to requirements for VAV lab exhaust system with occupancy controls in NA7.16.1 and NA7.16.2 if the builder uses simple turndown controls to meet fan system power consumption requirements.

1. Design inlet airflow rate of exhaust fan system (cfm).

2. Power of exhaust fan system at design conditions (watts).

3. Inlet airflow rate of exhaust fan system at occupied minimum acceptable airflow rate (cfm).

4. Power of exhaust fan system at occupied minimum acceptable airflow rate (watts).

5. Power of exhaust fan system at 60% of design exhaust fan system airflow rate (watts).

6. Calculate watts/cfm at maximum design conditions, Item (a)2 divided by item

If control signals have been calibrated to measured flow rates and power consumption, recorded control signals are acceptable methods of measurement.

Step 1: Simulate design conditions. Adjust the thermostatic control so that the space temperature is within the dead band.

1. Verify that the occupant sensors can detect occupants in all portions of the spaces and are reporting occupied occupancy status to controller.
2. Verify that the exhaust fan system inlet airflow rate (cfm) meets the design airflow rate.
3. Record fan system power (watts).

Step 2: Simulate turndown airflow rate. Adjust the thermostatic control so that the space temperature is within the dead band.

1. Record exhaust fan system inlet airflow rate (cfm).
2. Confirm that the airflow rate entering fan system for turndown airflow rate [Step 2(b)] is no greater than 60% of the exhaust fan system design airflow rate [Step 1(b)].

Step 3: Simulate 60% of design airflow rate. Adjust thermostatic control so that the space temperature is within the dead band.

1. Record fan system power (watts).
2. Confirm that the fan system power under 60% design airflow rate [Step 3(a)] is no greater than 40% of the exhaust fan system design airflow rate [Step 1(c)].

1. Airflow sensor.
2. Static pressure as proxy.
3. Fan speed to volume flow rate curve.
4. Other.

1. Design inlet airflow rate of exhaust fan system (cfm).
2. Power of exhaust fan system at design conditions (watts).
3. Inlet airflow rate of exhaust fan system at occupied minimum acceptable airflow rate (cfm).
4. Power of exhaust fan system at occupied minimum acceptable airflow rate (watts).
5. Power of exhaust fan system at 60% of design exhaust fan system airflow rate (watts).
6. Calculate watts/cfm at maximum design conditions, Item (g)2 divided by item (g)1

Step 1: Simulate design conditions. 

1. Record airflow rate at the stack (cfm).
2. Record airflow rate entering the exhaust fan system (cfm).
3. Record exhaust fan system power at maximum wind speed (watts).
4. Restore all curve points.

Step 2: Simulate the minimum occupied airflow rate by inducing a wind speed or overriding curve points. 

1. Record  airflow rate at the stack (cfm).
2. Record airflow rate entering the exhaust fan system (cfm).
3. Confirm that the airflow rate entering fan system airflow rate at minimum occupied conditions [Step 2(b)] is no greater than 60% of the exhaust fan system design airflow rate [Step 1(b)].

Step 3: Simulate the 60% of design airflow rate by inducing wind speed or overriding the curve points.

1. Record exhaust fan system power at 60% design airflow rate (watts).
2. Confirm that the fan system power at 60% design airflow rate [Step 3(a)] is no greater than 40% of the exhaust fan system airflow rate at maximum wind speed [Step 1(c)].
3. Restore all curve points.

Requirements for monitored contaminant control are required in addition to requirements for VAV lab exhaust system with occupancy controls in NA7.16.1 and NA7.16.2 if the builder uses monitored contaminant controls to meet fan system power consumption requirements.

Verify and document the following tests prior to functional testing:

1. Airflow sensor
2. Static pressure as proxy
3. Fan speed to volume flow rate curve
4. Other

1. Design inlet airflow rate of exhaust fan system (cfm).
2. Power of exhaust fan system at design conditions (watts).
3. Inlet airflow rate of exhaust fan system at occupied minimum acceptable airflow rate (cfm).
4. Power of exhaust fan system at occupied minimum acceptable airflow rate (watts).
5. Power of exhaust fan system at 60% of design exhaust fan system airflow rate (watts).
6. Calculate watts/cfm at maximum design conditions, Item (g)2 divided by item (g)1.

Step 1: Ensure no contaminant event is present. Simulate design conditions.

(a) Verify that the volume flow rate at the stack is at or above the minimum non-event value.

(b) Record airflow rate at the stack (cfm).

(c) Record airflow rate entering the exhaust fan system (cfm).

(d) Record exhaust fan system power at design conditions (watts).

Step 2: Simulate a contaminant event.

(a) Verify that the volume flow rate at the stack is at or above the minimum non-event value.

Step 3: Simulate the minimum occupied airflow rate.

a. Record airflow rate at the stack (cfm).

b. Record airflow rate entering the exhaust fan system (cfm).

c. Confirm that the airflow rate entering fan system airflow rate at minimum occupied conditions [Step 3(b)] is no greater than 60% of the exhaust fan system design airflow rate [Step 1(c)].

Step 4: Increase exhaust air demand at the lab spaces. 

(a) Record airflow rate at the stack is at or above the minimum event value. (cfm).

(b) Record airflow rate entering the exhaust fan system (cfm).

(c) Confirm that the airflow rate entering fan system airflow rate at minimum occupied conditions [Step 3(b)] is no greater than 60% of the exhaust fan system design airflow rate [Step 1(c)].

Step 4: Simulate the 60% of design airflow rate.

(a)    Record exhaust fan system power at 60% design airflow rate (watts).

(b)    Confirm that the fan system power at 60% design airflow rate [Step 4(a)] is no greater than 40% of the exhaust fan system airflow rate at maximum wind speed [Step 1(d)].

Verify and document the following prior to functional testing:

1. The fume hood sash zone presence sensor has a valid factory calibration certificate.
2. Each fume hood sash obstruction sensor has a valid factory calibration certificate.
3. Presence sensor has been located and adjusted to minimize false signals.
4. Presence sensor pattern does not enter adjacent zones.
5. Sash obstruction sensor has been installed per manufacturer instructions.
6. Presence sensor has been installed per manufacturer instructions.

For each sash closure control system to be tested, perform the following:

1. Open the sash to maximum position or sash stop, whichever is lower.
2. Vacate zone presence sensor range to simulate unoccupied state and confirm that sash closes automatically to minimum, closed position within 5 minutes.
3. Verify that the presence sensor does not trigger a false signal from movement in an area adjacent to the space containing the controlled sash.

1. If equipped, disable any auto open control mode.
2. Close sash to its minimum, closed position and confirm that it does not open automatically with triggering of the zone presence sensor.
3. If equipped, open the sash using a push button, foot pedal, or similar mechanism, confirming that the sash raises to the maximum position or sash stop. Otherwise, manually open the sash by hand.

Closed Test

1. If equipped, press the button that closes the sash and ensure that the sash closes to the minimum, closed height. Otherwise close by hand.
2. If equipped, while the sash is closing, trigger the stop button, verify the sash stops immediately when the stop button is activated.

1. Open the sash to its maximum position or sash stop, whichever is lower.
2. Place a transparent object in the pathway of the sash and simulate an unoccupied state by vacating the zone presence sensor range. Verify that the sash does not close automatically on the object within the closing time delay setting (maximum of 5 minutes).
3. Open the sash to its maximum position or sash stop, whichever is lower, without any obstructions in the path of the sash.
4. Simulate an unoccupied state by vacating the zone presence sensor range. When the sash begins to automatically close, insert a transparent object into the path of the sash and verify that the sash stops before contacting the object.

1. Disable object detection controls.
2. Place scale in sash opening of fume hood.
3. Close sash manually.
4. Sash closing force shall not exceed 10 pounds as measured by scale.
5. Repeat test with sash closing initiated by vacancy being detected by presence sensor.

Prior to functional testing, verify and document the following:

1. System is designed to provide the required outside air when the unit is operating.
2. Specify the ventilation system type, such as balanced, supply or exhaust.
3. Specify the method of control.
4. Confirm the kitchen range hood is ventilated to outside.
5. Record the kitchen range hood manufacturer name and equipment model number.
6. Confirm the kitchen range hood is HVI certified to perform in compliance.
7. Confirm HRV or ERV equipment is HVI certified to perform in compliance.

Step 1: Perform the required dwelling unit mechanical ventilation system verification procedure as specified by Reference Nonresidential Appendix NA2.2 to verify the dwelling unit ventilation systems conform to the requirements of Section 160.2(b)2.

Step 2: Obtain ECC-Rater field verification as specified in Reference Nonresidential Appendix NA1.

Prior to functional testing, verify and document the following:

1. Confirm the pressure boundary wall, ceiling, and floor penetrations are sealed.
2. Confirm all gaps around windows and doors are sealed.
3. Confirm all chases are sealed at floor level using a hard cover and the hard cover is sealed.

Step 1: Perform the dwelling unit envelope air leakage procedure as specified by Reference Nonresidential Appendix NA2.3 to verify the dwelling unit ventilation airflow conforms to the requirements of Section 160.2(b)2.

Step 2: Obtain ECC-Rater field verification as specified in Reference Nonresidential Appendix NA1.

The objective of this procedure is to verify the leakage of a new central ventilation duct system that serves multiple dwelling units and provides continuous airflows or is part of a balanced ventilation system. The duct leakage shall be determined by pressurizing the entire duct system ducts to 50 Pa (0.2 inches water) with respect to outside for ducts serving more than six dwelling units, and to 25 Pa (0.1 inches water) with respect to outside for ducts serving two to six dwelling units. The following procedure shall be used for the fan pressurization tests:

Test procedure, based on ASTM E1554/1554M-13 (2018)  Method D – Total duct leakage test.

Prior to functional testing, verify and document the following:

1. Confirm windows and other openings are open to connect the building to the outside.
2. Confirm HVAC dampers are in their normal operating positions (NOP).

Step 1: Measure and record environmental data at the beginning and conclusion of each test including ambient temperature, indoor temperature and barometric pressure.

Step 2: Install static pressure probe in main plenum pointing into airstream induced by the test. If the test fan is on the roof, the static pressure probe will need to be connected to the measurement device at the test site with a tube long enough to make the connection.

Step 3: If the test fan is mounted inside, with the building open to the outside, use the building as reference pressure. If the test fan is located on the roof, use the outside as the reference pressure.

Step 4: Attach the test fan to the duct system

1. For roof top and wall mounted exhaust systems, remove the fan from the curb or opening and seal the test fan to the curb following test equipment manufacturer’s instructions, making sure the dampers are open (NOP).
2. Alternatively, the test fan may be applied to a grille opening on the inside of the building following test equipment manufacturer’s instructions.

Step 5: Temporarily seal the system including:

1. All of the grilles on the system using masking tape and air impermeable sheeting or duck mask made for this application.
2. Air handler access door or panel (do not use permanent sealing material, metal tape is acceptable).
3. For systems with an air handler with supply and return plenums, the entire duct system including the air- handler shall be included in the test.

Step 6: Adjust the test fan speed to maintain 25 Pa or 50 Pa at the static pressure probe location.

Step 7: Record the air flow (CFM) and temperature.

Step 8: Determine the nominal fan airflow using the product specifications of the installed equipment for the design static pressure.

Step 9: Divide the duct leakage flow by the nominal fan flow and convert to a percentage. If the duct leakage flow percentage is equal to or less than the target compliance criterion of 6% leakage the system passes.

The leakage test can be conducted at rough-in or after the grilles or registers are installed. If the leakage test is conduct at rough-in, the spaces between the grille or register boots and the wallboard shall be sealed, and at least one grille or register must be removed to verify proper sealing.

For compliance with the leakage requirements in Section 160.2(b)2Ci, an ATT shall identify a group of up to three central ventilation duct systems in the building from which a sample will be selected for testing.

The objective of this procedure is to verify the heat recovery ventilation (HRV) or energy recovery ventilation (ERV) requirement in multifamily buildings for compliance with Section 170.2(c)3Bivb, a central ERV/HRV serving multiple dwelling units.

Prior to functional testing, verify and document the following:

1. Confirm the total design ventilation airflow rate for the dwelling units served by the central ventilation system as required by Section 160.2(b)2Av.
2. Visually confirm that an ERV/HRV is installed and record the make and model.

Step 1: Verify that the ERV/HRV can provide the airflow rate that meets the design ventilation airflow rate by checking its product specifications.

Step 2: Verify that the ERV/HRV’s nominal sensible recovery efficiency is 67 percent or greater, by checking its product specifications or databases such as HVI, AHRI, etc.

Step 3: Verify that the ERV/HRV can meet the fan power requirements of Section 170.2(c), by checking its product specifications or databases such as HVI, AHRI, etc.

Step 4: Verify that the ERV/HRV has a recovery bypass or free cooling function by visual inspection and checking its product specifications. Verify that its recovery bypass or free cooling control capabilities meet the requirements in Section 170.2, Table 170.2-G.

Step 5: Conduct functional testing of the bypass function according to NA7.5.4.

Acceptance tests for steam trap fault detection in accordance with Section 120.6(i).

Verify and document the following steam trap system capabilities prior to functional testing:

1. Distribution system steam trap arrangement and connected steam line operating pressure subject to 120.6(i) were installed as designed including the presence of monitoring equipment, strainer, and blow-off valve.
2. Visual confirmation of the central steam trap monitoring system installation, operation and programmed as designed.
3. Confirm the central steam trap monitoring system displays status of all installed steam trap sensors with a descriptive label or cross-references to a look-up table with location of sensor.

For steam systems with up to seven (7) steam traps required to have fault detection in accordance with Section 120.6(i), all steam traps would be tested. For steam systems with more than seven (7) steam traps; sampling would include a minimum of 1 steam trap for each group of up to 7 additional steam traps. If the first steam trap in the sample group passes the acceptance test, the remaining steam traps in the sample group also pass. If the first steam trap in a sample group fails, the rest of the steam traps in that group must be tested. If any tested steam trap fault detection sensor fails it must be repaired, replaced, or adjusted until it passes the test.

For each fault detection sensor, test the following:

Step 1: Identify the status of the steam trap and note if the steam line is operational or non- operational at the time of the functional test.

Step 2: Confirm that central steam trap monitoring system is receiving a signal that reflects the status of the steam trap.

Step 3: Generate a fault at the steam trap sensor for each tested steam trap.

Step 4: Verify that the central steam trap monitoring system detects the fault and reports the fault detection to the operator.

Step 5: Reconnect steam trap sensor and verify the fault detection sensor is communicating with the central steam trap monitoring system.

Step 6: Verify that central steam trap monitoring system does not report a fault.

The purpose of these tests is to confirm proper operation of gas cooler control, including variable speed fan operation and variable setpoint control logic, which are both important elements of floating head pressure control, with the intent to operate with the lowest total system energy (considering both compressors and gas cooler fan power) through the course of the year.

Note: Transcritical CO₂ refrigeration systems are unique in that they can operate in one of two modes: subcritical operation and supercritical operation. Subcritical operation generally occurs during periods where ambient conditions are below 75F to 80F, where high pressure CO₂ vapor will condense in the gas cooler.  Supercritical operation generally occurs during periods where ambient conditions are above 75F to 80F, where the high pressure CO₂ vapor will not condense (or partially condense) in the gas cooler, and pressure and temperature can vary semi-independently during the heat rejection process. Because these two modes of operation are based on ambient conditions, it may not be possible for the field technician to observe both subcritical and supercritical control strategies during a single acceptance test.

The field technician shall perform either the functional test outlined in NA7.20.1.1.2 or NA7.20.1.1.3 depending on the ambient conditions and resulting system operating mode at the time of the test. The construction inspection must be completed regardless of ambient conditions.

The following test methods are general in nature, with the understanding that refrigeration systems are commonly custom designed, with many design choices, as well as varying load profiles. For all of these reasons, a thorough understanding of both refrigeration system design and refrigeration control system operation is necessary to effectively conduct these tests.

The measurement devices used to verify the refrigeration system controls shall be calibrated to a NIST traceable reference, with a calibration reference dated within the past two years. The calibrated measurement devices to be used in these acceptance tests are called the "standard" and shall have the following measurement tolerances: The temperature measurement devices shall be calibrated to +/- 0.7°F between -30°F and 200°F. The pressure measurement devices shall be calibrated to +/- 7.5 psi between 0 and 1500 psig.

Conduct and document the following functional tests on all air-cooled and adiabatic gas coolers.

Prior to functional testing, verify and document the following:

1. Verify the control system minimum saturated condensing temperature (SCT) setpoint is at or below 60°F. If the design saturated suction temperature (SST) of the intermediate suction group is greater than or equal to 30°F, verify the control system SCT setpoint is at or below 70°F.
2. Verify accuracy of refrigerant pressure-temperature conversions and consistent use of either temperature or pressure for the controlled variable setpoint in the control system.
   1. The condensing temperature has an equivalent pressure during subcritical operation.
   2. Either pressure or temperature may be used in the control system as the controlled variable to maintain gas cooler pressure (condensing temperature) during subcritical operation, as long as the setpoint value is similarly expressed in pressure or temperature.
   3. Documentation may be achieved through pictures of control system screens or control system documentation, supported by sample calculations of observed pressures or temperatures and associated conversion values, as available in the control system interface.            
3. Verify the gas cooler outlet temperature sensor reads accurately, using a NIST traceable instrument, including verification of at least two different gas cooler outlet readings. Calibrate if needed. Replace if outside manufacturer’s recommended calibration range. If multiple gas coolers are installed in parallel, ensure sensor is installed on the common header.
4. Verify the discharge pressure sensor (or gas cooler pressure if used) reads accurately, using a NIST traceable reference pressure gauge or meter, and with pressure checked for at least two pressures within the typical operating range. Calibrate if needed. Replace if outside manufacturers recommended calibration range.
5. Verify the ambient dry bulb temperature using a NIST traceable instrument, including verification of at least two different ambient readings. Calibrate if needed. Replace if outside manufacturer’s recommended calibration range. If the ambient dry bulb temperature sensor is installed between the adiabatic pad and the gas cooler coil for adiabatic gas coolers, verification must be performed when operating in “dry” mode.
6. Verify the ambient dry bulb temperature is not mounted in direct sunlight or is provided with a suitable solar shield.
7. Verify that all sensor readings used by the gas cooler controller display correct values at the controller, as well as derived values (e.g., observed pressure is correctly converted saturation temperature for CO2).
8. Verify that all fan motors are operational and rotating in the correct direction.
9. Verify that gas cooler fan speed controls are operational and controlling all gas cooler fan motors in unison.
10. Verify that all speed controls operate automatically in response to changes in pressure, gas cooler outlet temperature, and ambient dry bulb or precool air temperature.
11. Verify the installation of the gas cooler holdback valve, which may be located near the inlet of the intermediate pressure vessel or near the outlet of the gas cooler.

Planning: The system cooling load must be sufficiently high, and ambient conditions sufficiently below the critical point, to operate subcritically with all gas cooler fans in operation and observe controls in average conditions. Account for weather conditions in scheduling testing by, if necessary, artificially increasing or decreasing evaporator loads in order to perform the Functional Testing at typical system conditions.

Step 1: Verify mechanical controls and other strategies will not affect tests:

1. Turn off any heat reclaim controls and any intermittent defrost pressure offset strategies that would affect gas cooler setpoint control.
2. If testing an adiabatic gas cooler, adjust setpoints to ensure that the gas cooler stays in “dry” mode or “precool” mode consistently throughout the test.

Step 2: Operate in control range and verify stable control:

1. Verify the gas cooler control value is operating in the variable setpoint control range, i.e., above the minimum SCT setpoint and below the maximum SCT setpoint.
   • If necessary, increase or decrease the system load.
   • If necessary, during low load or low ambient conditions with system observed at the minimum SCT, temporarily adjust the minimum SCT to a lower value, if the refrigeration system design will allow, or increase the control TD to result in a higher control value.
2. Observe control operation for at least 30 minutes to confirm stable control operation, as shown by gas cooler fan speed varying as compressor capacity changes, and not ranging from maximum to minimum fan speed or constant “hunting”. If required, adjust control response setpoints to achieve stable operation.
   Note: Since gas cooler control settings require fine-tuning over time, this is often accomplished using control system history or visual trends, showing one hourly and daily operation.

Step 3: Identify control TD:

1. Record the current outdoor ambient air dry bulb or precool air temperature and refrigeration system condensing temperature/condensing pressure readings from the control system. Note whether discharge pressure or a dedicated gas cooler pressure sensor is used for gas cooler pressure control.
2. Document current head pressure control setpoints, including the TD setpoint.
3. Calculate and record the actual observed temperature difference (TD), defined as the difference between the ambient dry bulb temperature or precool air temperature and the refrigeration system saturated condensing temperature (SCT).
4. Confirm agreement between the current control system TD setpoint and the observed TD. If values are different, address and correct control system methods.

Step 4: Test adjusted control TD:

1. Enter a smaller TD value into the control system, sufficient to cause an observable response, such as 1-2 degrees smaller, but not small enough to cause system to operate continuously at 100% fan speed. Record this value as TD Test Setpoint 1.
2. Observe change in control system operation which should include an increase in fan speed and a decrease in condensing temperature.
3. Allow time for the control system to achieve stable operation.
4. Document current head pressure control setpoints, including the TD setpoint.
5. Calculate and record the actual observed temperature difference (TD), defined as the difference between the ambient dry bulb or precool air temperature and the refrigeration system saturated condensing temperature (SCT).
6. Confirm agreement between the current control system TD setpoint and the observed TD. If values are different, address and correct control system methods.
7. Perform the above test sequence with a second TD value, recorded as TD Test Setpoint 2, and record the same values above to confirm agreement between the current control system TD setpoint and the observed TD. If needed perform corrective actions and repeat testing until variable setpoint control can be confirmed and documented.

Step 5: Verify and document all fans operate in unison down to minimum SCT:

1. Document that all fans are in operation, fan speed, actual SCT and control system minimum SCT setpoint, by recording control system screens or trends along with observations.
   1. In cool weather and/or light loads, this may be the observed operation during testing without need to manipulate system setpoints.
   2. In warmer weather and/or higher loads, the control system minimum SCT value can be increased slowly to a value equal to, and then above, the current operating condition, in order to observe the fans operating in unison and fan speeds dropping as the minimum SCT setpoint is achieved.

Step 6: Restore setpoints:

1. Restore any heat reclaim or defrost functionality that was turned off to allow testing.
2. Reset the minimum condensing temperature setpoint if it was adjusted during Step 5.
3. Reset adiabatic mode controls to original values.

Planning: Ambient conditions must be sufficiently above the critical point to operate supercritically. Account for weather conditions in scheduling testing by, if necessary, artificially increasing or decreasing evaporator loads in order to perform the Functional Testing at typical system conditions.

Step 1: Verify mechanical controls and other strategies will not affect tests:

1. Turn off any heat reclaim controls and any intermittent defrost pressure offset strategies that would affect gas cooler setpoint control.
2. If testing an adiabatic gas cooler, adjust setpoints to ensure that the gas cooler stays in “dry” mode or “precool” mode consistently throughout the test.

Step 2: Operate in supercritical mode and verify pressure control:

1. Observe operation for at least 30 minutes or reference control system history or visual trends to verify the gas cooler holdback valve modulates its opening in response to changes in ambient dry bulb or precool air temperature resulting in a change in gas cooler pressure. Reference the original equipment manufacturer operating manual or sequence of operation descriptions to confirm the observed variation in the pressure setpoint is consistent with the design control strategy.

Step 3: Restore setpoints:

1. Restore any heat reclaim or defrost functionality that was turned off to allow testing.
2. Reset adiabatic mode controls to original values.