Which fields should each row contain?
Use one row per prerequisite or inspection item. Link it to the approved design, vendor instruction, installation record or commissioning requirement.
| Field | Purpose | Evidence |
|---|---|---|
| Asset | Identify equipment | Asset register |
| Prerequisite | State condition | Approved source |
| Observation | Record actual state | Inspection record |
| Deficiency | Track exception | Issue reference |
| Disposition | Close or carry forward | Reviewer record |
Sources: ASHRAE: Commissioning resources and Standard 202-2024, US Department of Energy: Commissioning Process for Federal Facilities
What should not be inferred?
Do not invent a torque value, test limit, control state or acceptance condition. Use the approved source and route an absent requirement to the responsible reviewer.
- Equipment data
- Installation record
- Approved procedure
- Safety prerequisite
- Witness requirement
How does it connect to functional testing?
A closed pre-functional item provides readiness evidence. It does not prove that the system will perform under the functional or integrated scenario.
Common questions
What else should the bid team know?
Does a documentation pack approve a test?
No. The commissioning professional and responsible engineers approve procedures, criteria and acceptance decisions.
Are commissioning levels universal?
No. Project and client documents define the meaning and gate for levels. Use the approved commissioning plan.
Can a missing acceptance criterion be invented?
No. Record it as an open input and obtain the approved criterion from the responsible technical reviewer.
Primary sources
- Commissioning resources and Standard 202-2024ASHRAE
- Commissioning Process for Federal FacilitiesUS Department of Energy
- Lessons Learned from Tier Certification of Constructed FacilitiesUptime Institute