Prior to Functional Testing, verify and document the following:

1. Thermostat is located within the space-conditioning zone that is served by the HVAC system.
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.

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.

Step 1: Perform duct leakage test as specified by Reference Nonresidential Appendix NA2 to verify the duct leakage conforms to the requirements of Standards §120.4(g) and §141.0(b)2Dii.

Step 2: Obtain HERS Rater field verification as specified in Reference Nonresidential Appendix NA1. Or at the discretion of the enforcement agency, field verification may be satisfied by the ATT as specified in Reference Nonresidential Appendix NA1.9.

Prior to Functional Testing, verify and document the following:

1. Economizer or heat recovery bypass high limit shutoff control complies with Table 140.4-E 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:

1. Carbon dioxide control sensor is factory calibrated as specified by §120.1(d)4.
2. The sensor is located in the high density space between 3 ft and 6 ft above the floor or at the anticipated level of the occupants’ heads.
3. DCV control setpoint is at or below the CO₂ concentration permitted by §120.1(d)4C.

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)2.A and §140.4(c)2.B.

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 either 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.

Prior to Acceptance Testing, verify and document the following:

1. That the EMCS interface enables activation of the central demand shed controls.

Step 1: Engage the global demand shed system. Verify and document the following:

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

Step 2: Disengage the global demand shed system. Verify and document the following:

1. c. That the cooling setpoint in non-critical spaces return to their original values.
2. 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:

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.

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 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:

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 step 2 tests.
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.

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.

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 detect 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.