⌂ HOME
AI VAULT  /  Cx Skill Map  /  Built Skills
209 BUILT · 05/26/2026
CX SKILL MAP · BUILT SKILLS

209 skills,
start to finish

Every built UNVC commissioning agent skill. Click any card for the start-to-finish flow — triggers, inputs, outputs, steps, gates, and known limitations — generated from each skill's SKILL.md in the vault.

209 built  ·  0 verified  ·  4 cross-phase hubs  ·  9 phases covered

209 skills

Planning & OPR  · 11 skills

PLANNING & OPR
Create Equipment Matrix
Build a class-level Equipment Matrix workbook from a signed UNVC Cx proposal/contract — systems commissioned, PFT/FPT coverage rates, startup-witnessed equipment, static-test witness rates, NETA list,
●●●○○ 3/5 ● BUILT
→
PLANNING & OPR
Define Cx Scope
Turn a signed UNVC Cx proposal/contract into a Scope Matrix workbook (every activity, In/Out flag, description, notes, fee bucket). Scope-only as of 2026-05-19 — CX Progress workbook seeding moved to
●●●○○ 3/5 ◆ HUB ● BUILT
→
PLANNING & OPR
Generate Cx Proposal
Produce a tiered UNVC commissioning proposal — per-project Excel workbook (rates snapshot, equipment counts, activity catalog, phase adders, site visits, fee rollup) plus the populated Word deliverabl
●●●●○ 4/5 ● BUILT
→
PLANNING & OPR
Write Construction Cx Plan
CD+submittals-stage skill. Generate the Construction Cx Plan .docx from UNVC's canonical template via placeholder replacement. Triggers on a project that has CDs issued AND submittals received — the C
●●●●○ 4/5 ● BUILT
→
PLANNING & OPR
Write Design Cx Plan
Contract-stage skill. Generate the Design Cx Plan .docx from UNVC's canonical template via token replacement. Triggers on a signed proposal/contract — the Design Cx Plan is one of the first deliverabl
●●●●○ 4/5 ● BUILT
→
PLANNING & OPR
Write OPR
Draft Owner's Project Requirements document from stakeholder interviews and project goals.
●●●●○ 4/5 ● BUILT
→
PLANNING & OPR
Review OPR
Review and comment on an existing OPR for completeness against ASHRAE Guideline 0.
●●●○○ 3/5 ● BUILT
→
PLANNING & OPR
Write Basis of Design
Draft Basis of Design document explaining how design meets OPR requirements.
●●●●○ 4/5 ● BUILT
→
PLANNING & OPR
Estimate Cx Budget
Develop commissioning fee estimate based on scope, building size, and system complexity.
●●○○○ 2/5 ● BUILT
→
PLANNING & OPR
Create Cx Schedule
Develop commissioning milestones aligned with construction schedule.
●●●○○ 3/5 ● BUILT
→
PLANNING & OPR
Write Cx Plan
Parent slot — split into Design Cx Plan + Construction Cx Plan per ADR 2026-05-19.
●●●●● 5/5 ● BUILT
→

Design Review  · 11 skills

DESIGN REVIEW
HVAC Missing Tag Review
Review HVAC mechanical drawing PDFs for missing diffuser/grille/FFU tags, bad TYP. counts, and missing duct-size tags. Outputs findings + annotated overlay PDF.
●●●○○ 3/5 ● BUILT
→
DESIGN REVIEW
Review Coordination Study
Review electrical coordination study (short-circuit, protective-device coordination, arc-flash) — pulls TCC curves, checks selectivity, flags arc-flash gaps.
●●●●○ 4/5 ● BUILT
→
DESIGN REVIEW
Extract Equipment Tags
Pull a structured tag roster from MEP drawing schedule PDFs (Div 22/23/26). One row per tag, grouped by schedule, written next to the input PDFs as `schedule_tags.xlsx` + `.json`.
●●●●● 5/5 ◆ HUB ● BUILT
→
DESIGN REVIEW
Schematic Design Review
Review SD documents for alignment with OPR — system selections, zoning, redundancy.
●●●○○ 3/5 ● BUILT
→
DESIGN REVIEW
Design Development Review
Review DD documents — equipment sizing, duct/pipe routing, control strategies.
●●●●○ 4/5 ● BUILT
→
DESIGN REVIEW
Construction Document Review
Review CDs for constructability, spec compliance, and completeness before bid.
●●●●○ 4/5 ● BUILT
→
DESIGN REVIEW
Review Control Sequences
Review sequences of operation in specifications for completeness and testability.
●●●●○ 4/5 ● BUILT
→
DESIGN REVIEW
Review TAB Specifications
Review TAB specifications for scope, tolerances, and reporting requirements.
●●○○○ 2/5 ● BUILT
→
DESIGN REVIEW
Review Energy Model
Review energy model inputs and results against OPR energy goals.
●●●○○ 3/5 ● BUILT
→
DESIGN REVIEW
Review BAS Architecture
Review BAS network topology, protocol selection, and integration points.
●●●●○ 4/5 ● BUILT
→
DESIGN REVIEW
Review Fire/Life Safety
Review smoke control, fire/smoke dampers, stairwell pressurization integration.
●●●○○ 3/5 ● BUILT
→

Submittals  · 3 skills

SUBMITTALS
Audit Submittals
Whole-project audit reconciling what submittals should exist against what exists in 08-Submittals, emitting a Submittal Deficiency List in .xlsx and .docx.
●●●●○ 4/5 ● BUILT
→
SUBMITTALS
Submittal Review
Generate the UNVC Cx submittal review .docx from a contractor submittal PDF — findings table plus an Evidence section with side-by-side cropped submittal and spec images.
●●●●● 5/5 ● BUILT
→
SUBMITTALS
Track Submittal Status
Build or refresh a per-discipline submittal status log .xlsx — inventories 08-Submittals, detects discipline and CSI section, pulls review status from review docx outputs.
●●○○○ 2/5 ● BUILT
→

Pre-Functional  · 83 skills

PRE-FUNCTIONAL
Create AHU Pre-Functional Checklist
Generate installation verification checklist for air handling units — filters, coils, fans, dampers, VFDs, sensors. Builds a consolidated per-tag PFT workbook with Design fields prefilled from the Div
●●●○○ 3/5 ● BUILT
→
PRE-FUNCTIONAL
Create Air Compressor Pre-Functional Checklist
Generate installation verification checklist for air compressor + air dryer paired equipment — nameplate capture, compressor type and cooling method, dryer type and operation, piping sizing, disconnec
●●○○○ 2/5 ● BUILT
→
PRE-FUNCTIONAL
Create Air Curtain PFT Checklist
Develop pre-functional test checklist for air curtains — equipment description and location verification, design air velocity specifications (FPM), electrical nameplate capture (FLA and voltage/phase)
●●○○○ 2/5 ● BUILT
→
PRE-FUNCTIONAL
Create Air Turnover Unit Pre-Functional Checklist
Generate installation verification checklist for air turnover units — general information, filters, gas supply (regulator, piping, pressure) for gas-heat variants, DX coil, vibration isolation, damper
●●○○○ 2/5 ● BUILT
→
PRE-FUNCTIONAL
Create Air-to-Air ERV Pre-Functional Checklist
Generate installation verification checklist for air-to-air Energy Recovery Ventilators — filter specifications, heat exchanger removability, duct connections, VFD labeling, maintenance access, supply
●●●○○ 3/5 ● BUILT
→
PRE-FUNCTIONAL
Create Air-to-Water Heat Pump Pre-Functional Checklist
Generate installation verification checklist for Air-to-Water Heat Pumps — nameplate capture (heating + cooling capacity, voltage, MCA), water-side piping (HW/CHW sizes and pressures), electrical conn
●●●○○ 3/5 ● BUILT
→
PRE-FUNCTIONAL
Create Baseboard Heater PFT Checklist
Develop pre-functional test checklist for baseboard heaters — equipment nameplate verification, installation integrity (piping for hydronic, electrical for electric), isolation valves, strainer condit
●●○○○ 2/5 ● BUILT
→
PRE-FUNCTIONAL
Create Boiler/HW Plant Pre-Functional Checklist
Generate installation verification checklist for the boiler plant — boiler nameplate, combustion and venting, water-side and safeties, controls and electrical, glycol feed / makeup water, expansion ta
●●●●○ 4/5 ● BUILT
→
PRE-FUNCTIONAL
Create Booster Package Pre-Functional Checklist
Generate installation verification checklist for domestic water booster pump packages — package-level nameplate capture, VFD verification, vibration isolation, seismic bracing, header sizing, pump det
●●○○○ 2/5 ● BUILT
→
PRE-FUNCTIONAL
Create Chiller Plant Pre-Functional Checklist
Generate installation verification checklist for the chiller plant — chiller nameplate (air-cooled or water-cooled), refrigerant monitoring and exhaust, water-side and safeties, electrical, cooling to
●●●●○ 4/5 ● BUILT
→
PRE-FUNCTIONAL
Create Circulation Fan PFT Checklist
Build per-tag-sheet Pre-Functional Test checklists for Circulation Fans from a schedule. Smaller circulation fans for general air distribution. Clones and populates one checklist per tag using build_m
●●○○○ 2/5 ● BUILT
→
PRE-FUNCTIONAL
Create Condensing Unit Pre-Functional Checklist
Generate installation verification checklist for DX condensing units — nameplate capture, disconnects, seismic bracing, refrigerant piping, maintenance clearances, and anchoring. Builds a consolidated
●●○○○ 2/5 ● BUILT
→
PRE-FUNCTIONAL
Create CRAH Pre-Functional Checklist
Generate installation verification checklist for computer room air handlers — cooling coils, humidification, piping, electrical connections, heater capacity. Builds a consolidated per-tag PFT workbook
●●○○○ 2/5 ● BUILT
→
PRE-FUNCTIONAL
Create Dehumidifier Pre-Functional Checklist
Generate installation verification checklist for dehumidifiers — nameplate capacity, process inlet/outlet sizing, refrigerant type, filter specifications, electrical design, and design process CFM. Bu
●●●○○ 3/5 ● BUILT
→
PRE-FUNCTIONAL
Create DHW Heat Exchanger PFT Checklist
Generate pre-functional testing checklist for domestic hot water (DHW) heat exchangers, supporting water-to-water and steam-to-water configurations with flow, pressure, temperature, and piping verific
●●○○○ 2/5 ● BUILT
→
PRE-FUNCTIONAL
Create DHW Heat Pump PFT Checklist
Build per-tag PFT checklists for water-to-water domestic hot water heat pumps from contract equipment tags
●●○○○ 2/5 ● BUILT
→
PRE-FUNCTIONAL
Create Dispersion Tubes Humidifier PFT Checklist
Build Pre-Functional Test checklists for dispersion-tube humidifiers. Appends rows to UNVC's tabular template, fills Design-stage values (control valve Cv, make/model, duct size) from project equipmen
●●○○○ 2/5 ● BUILT
→
PRE-FUNCTIONAL
Create DOAS Pre-Functional Checklist
Generate installation verification checklist for dedicated outdoor air systems with chilled water and heating water coils — piping, valve sizing, drains, vents, controls. Builds a consolidated per-tag
●●●○○ 3/5 ● BUILT
→
PRE-FUNCTIONAL
Create Dust Collector PFT Checklist
Develop pre-functional test checklist for dust collectors — equipment identification and nameplate verification, visual inspection of housing and cartridge condition, piping/ductwork verification, iso
●●○○○ 2/5 ● BUILT
→
PRE-FUNCTIONAL
Create DX Cooling-Only Split System Pre-Functional Checklist
Generate installation verification checklist for DX Cooling-Only Split Systems — paired condensing unit (outdoor) + fan coil unit (indoor) nameplate capture, disconnects, seismic bracing, refrigerant
●●○○○ 2/5 ● BUILT
→
PRE-FUNCTIONAL
Create EF Pre-Functional Checklist
Generate installation verification checklist for exhaust fans — motor nameplate capture, dampers, belts, VFDs/starters, ductwork, disconnects, plus variant-specific checks for kitchen grease, lab/fume
●●●○○ 3/5 ● BUILT
→
PRE-FUNCTIONAL
Create Electric Cylinder Humidifier PFT Checklist
Build Pre-Functional Test checklists for electric cylinder-type humidifiers. Clones UNVC's template once per equipment tag, fills Design-stage nameplate data (steam LB/HR, voltage/phase, kW input, blo
●●○○○ 2/5 ● BUILT
→
PRE-FUNCTIONAL
Create Electric Duct Heater PFT Checklist
Build Pre-Functional Test checklists for electric duct heaters. Clones UNVC's template once per equipment tag, fills Design-stage nameplate data (kW, voltage, phase, FLA, heating stages, duct dimensio
●●○○○ 2/5 ● BUILT
→
PRE-FUNCTIONAL
Create Electric Tank Water Heater PFT Checklist
Generate pre-functional testing checklist for electric storage-type domestic water heaters, verifying electrical connections, piping, relief valves, seismic support, and manufacturer nameplate complia
●●○○○ 2/5 ● BUILT
→
PRE-FUNCTIONAL
Create Electric Tankless Water Heater PFT Checklist
Generate pre-functional testing checklist for electric tankless (point-of-use) domestic water heaters, verifying electrical connections, piping, control wiring, voltage/phase compliance, and seismic s
●●○○○ 2/5 ● BUILT
→
PRE-FUNCTIONAL
Create Emergency Fixture PFT Checklist
Generate pre-functional testing checklist for OSHA-mandated emergency plumbing fixtures (eyewash stations, emergency showers, ADA combos, drench hoses).
●●○○○ 2/5 ● BUILT
→
PRE-FUNCTIONAL
Create Evaporative Cooler Pre-Functional Checklist
Generate installation verification checklist for evaporative coolers — media inspection (type, thickness), makeup piping, freeze protection, sump drainage, power wiring, and electrical nameplate captu
●●●○○ 3/5 ● BUILT
→
PRE-FUNCTIONAL
Create Fan Filter Unit Pre-Functional Checklist
Generate installation verification checklist for fan filter units — filter media (size, MERV rating), air volume, disconnect type, seismic bracing, filter access, damper operation, and electrical name
●●●○○ 3/5 ● BUILT
→
PRE-FUNCTIONAL
Create FCU Pre-Functional Checklist
Generate installation verification checklist for fan coil units — nameplate capture, disconnects, filters, CHW/HW piping, control valves, condensate handling, and maintenance access. Builds a consolid
●●○○○ 2/5 ● BUILT
→
PRE-FUNCTIONAL
Create Finned Tube Heater PFT Checklist
Develop pre-functional test checklist for finned tube heaters — equipment nameplate verification, installation integrity (piping connection, isolation valves, strainer condition), control valve Cv rat
●●○○○ 2/5 ● BUILT
→
PRE-FUNCTIONAL
Create Fume Hood PFT Checklist
Generate pre-functional testing checklist for fume hoods capturing utility services and ductwork specs.
●●○○○ 2/5 ● BUILT
→
PRE-FUNCTIONAL
Create Furnace with Split DX Pre-Functional Checklist
Generate installation verification checklist for furnace with integrated DX coil + split condensing unit paired equipment — nameplate capture, furnace input/airflow, DX coil capacity, control/power wi
●●○○○ 2/5 ● BUILT
→
PRE-FUNCTIONAL
Create Gas Tank Water Heater PFT Checklist
Generate pre-functional testing checklist for gas-fired storage domestic water heaters, verifying piping (inlet/outlet, relief valve routing), gas supply, maintenance clearances, seismic bracing, and
●●○○○ 2/5 ● BUILT
→
PRE-FUNCTIONAL
Create Gas Tankless Water Heater PFT Checklist
Build per-tag PFT checklists for gas-fired tankless domestic water heaters from contract equipment tags
●●○○○ 2/5 ● BUILT
→
PRE-FUNCTIONAL
Create Gas-Fired Humidifier PFT Checklist
Build Pre-Functional Test checklists for gas-fired humidifiers. Clones UNVC's template once per equipment tag, fills Design-stage nameplate data (steam LB/HR, gas pressure, BTUH input, voltage/phase,
●●○○○ 2/5 ● BUILT
→
PRE-FUNCTIONAL
Create Generator Pre-Functional Checklist
Generate installation verification checklist for emergency/standby generators and their associated Automatic Transfer Switches (ATS) — kW rating, voltage, fuel tank, visual inspection, clearances, and
●●●○○ 3/5 ● BUILT
→
PRE-FUNCTIONAL
Create Grease Interceptor PFT Checklist
Generate pre-functional testing checklist for grease interceptors capturing equipment specs, visual condition, and piping design.
●●○○○ 2/5 ● BUILT
→
PRE-FUNCTIONAL
Create Heat Pump Heater Pre-Functional Checklist
Generate installation verification checklist for Heat Pump Heaters — nameplate capture (heating capacity, voltage, MCA), water-side piping (HW sizes and pressures), electrical connections, setup-type
●●●○○ 3/5 ● BUILT
→
PRE-FUNCTIONAL
Create Heat Trace PFT Checklist
Build Pre-Functional Test checklists for electric heat trace systems. Uses UNVC's tabular single-sheet template (Heat Trace sheet only — no Checklist Log). One row per heat trace location. Fills Desig
●○○○○ 1/5 ● BUILT
→
PRE-FUNCTIONAL
Create HVLS Fan PFT Checklist
Build per-tag-sheet Pre-Functional Test checklists for HVLS Ceiling Fans from a schedule (High-Volume Low-Speed warehouse/gym fans). Clones and populates one checklist per tag using build_merged().
●●○○○ 2/5 ● BUILT
→
PRE-FUNCTIONAL
Create Kitchen PFT Checklist
Generate pre-functional testing checklist for commercial kitchen hood/exhaust/fire-suppression systems covering requirements, cooling/heating design, and MEP coordination.
●●○○○ 2/5 ● BUILT
→
PRE-FUNCTIONAL
Create Makeup Air Unit Pre-Functional Checklist
Generate installation verification checklist for makeup air units — gas supply (regulator, piping, pressure), direct-evap cooling (if present), exhaust fan integration, dampers, filters, and electrica
●●●○○ 3/5 ● BUILT
→
PRE-FUNCTIONAL
Create Meters PFT Checklist
` (per-tag clone) - `Gas Meter Tag` (per-tag clone) - `Water Meter Tag` (per-tag clone) - `Electricity Meters` (tabular, row-append) 3. **Classifying meter tags** — routes each to correct
●●○○○ 2/5 ● BUILT
→
PRE-FUNCTIONAL
Create Mini-Split System PFT Checklist
Verify mini-split heat pump installation and readiness — refrigerant line insulation and sizing, indoor-head thermostat connectivity, outdoor-unit electrical and disconnect, outdoor-unit service clear
●●○○○ 2/5 ● BUILT
→
PRE-FUNCTIONAL
Create Neutralization Tank PFT Checklist
Build a pre-functional commissioning checklist for a plumbing neutralization tank from template with tag-specific worksheet generation
●●○○○ 2/5 ● BUILT
→
PRE-FUNCTIONAL
Create Panel Pre-Functional Checklist
Generate installation verification checklist for electrical panelboards — voltage, phase, main breaker, breaker space count, spare count, visual inspection, clearances. Builds a consolidated per-tag P
●●○○○ 2/5 ● BUILT
→
PRE-FUNCTIONAL
Create PDU Pre-Functional Checklist
Generate installation verification checklist for Power Distribution Units (PDUs) — the main unit, its integrated transformer, and up to 4 internal panelboards per PDU. Builds a consolidated per-tag PF
●●●○○ 3/5 ● BUILT
→
PRE-FUNCTIONAL
Create Piping Systems PFT Checklist
Build system-level pre-functional commissioning checklist for piping networks (valve accessibility, pipe sizing, insulation, high/low points) with fixed-sheet architecture
●●○○○ 2/5 ● BUILT
→
PRE-FUNCTIONAL
Create Plumbing PFT Checklist
Generate system-level pre-functional test checklist for plumbing — main water service pressure & chlorine residual verification, hot-water-system activation & circulation, backflow preventer witness t
●●○○○ 2/5 ● BUILT
→
PRE-FUNCTIONAL
Create Pressure Tank Pre-Functional Checklist
Generate installation verification checklist for booster system pressure tanks — nameplate capture, design pressure, bladder pressure, piping connections, isolation valves, and safety verification. Bu
●○○○○ 1/5 ● BUILT
→
PRE-FUNCTIONAL
Create PTAC Pre-Functional Checklist
Generate installation verification checklist for Packaged Terminal Air Conditioners (PTACs/heat pumps) — nameplate capture, electrical disconnect, filters, condensate handling, maintenance access, and
●●○○○ 2/5 ● BUILT
→
PRE-FUNCTIONAL
Create Pump Pre-Functional Checklist
Generate installation verification checklist for pumps — nameplate capture, alignment, rotation, VFD/starter configuration, isolation valves, strainers, and control requirements. Builds a consolidated
●●○○○ 2/5 ● BUILT
→
PRE-FUNCTIONAL
Create Radiant Panel Pre-Functional Checklist
Generate installation verification checklist for radiant panels — variant routing to hydronic (HW) or electric sheets, piping/electrical checks, control valve sizing, thermostat type, and maintenance
●●○○○ 2/5 ● BUILT
→
PRE-FUNCTIONAL
Create Radiant Tube Heater Pre-Functional Checklist
Generate installation verification checklist for gas-fired infrared radiant tube heaters — unit mounting height, gas supply piping/regulator, combustion air and flue configuration, electrical connecti
●●○○○ 2/5 ● BUILT
→
PRE-FUNCTIONAL
Create Reheat Coil PFT Checklist
Develop pre-functional test checklist for duct-mounted reheat coils — equipment nameplate verification, hydronic piping installation integrity (isolation valves, strainer condition, P&T ports, unions)
●●○○○ 2/5 ● BUILT
→
PRE-FUNCTIONAL
Create Rooftop Unit Pre-Functional Checklist
Generate installation verification checklist for rooftop units — general information, filters, gas supply (regulator, piping, pressure), economizer with powered relief, vibration isolation, damper ope
●●○○○ 2/5 ● BUILT
→
PRE-FUNCTIONAL
Create Sand-Oil Interceptor PFT Checklist
Build a pre-functional commissioning checklist for a plumbing sand-oil interceptor from template with tag-specific worksheet generation
●●○○○ 2/5 ● BUILT
→
PRE-FUNCTIONAL
Create Small ERV Pre-Functional Checklist
Generate installation verification checklist for small-scale Energy Recovery Ventilators (no natural gas heating) — thermal wheel specifications, filter specifications, duct connections, maintenance a
●●●○○ 3/5 ● BUILT
→
PRE-FUNCTIONAL
Create Snowmelt Manifold Pre-Functional Checklist
Generate installation verification checklist for hydronic snowmelt manifold systems — manifold inspection, tubing layout verification, design loop count/spacing, actual field dimensions, control valve
●●○○○ 2/5 ● BUILT
→
PRE-FUNCTIONAL
Create Standard ERV Pre-Functional Checklist
Generate installation verification checklist for standard Energy Recovery Ventilators — thermal wheel specifications, natural gas heating section, filter specifications, duct connections, maintenance
●●●○○ 3/5 ● BUILT
→
PRE-FUNCTIONAL
Create Steam Boiler PFT Checklist
` placeholder sheet 3. **Building workbooks per tag** — one workbook per equipment tag 4. **Populating worksheets** with steam boiler–specific design and actual dimensions 5. **Hiding non-essential ro
●●○○○ 2/5 ● BUILT
→
PRE-FUNCTIONAL
Create Steam Condensate Pump Pre-Functional Checklist
Generate installation verification checklist for steam condensate pump systems — nameplate capture, pump activation by float switch, condensate tank capacity, piping connections, water-heater mechanic
●●○○○ 2/5 ● BUILT
→
PRE-FUNCTIONAL
Create Steam PRV Station PFT Checklist
Build a pre-functional commissioning checklist for a steam pressure-reducing valve (PRV) station from template with fixed sheet architecture
●●○○○ 2/5 ● BUILT
→
PRE-FUNCTIONAL
Create Sump Pump Pre-Functional Checklist
Generate installation verification checklist for sump pumps — nameplate capture, motor data, pump performance baseline, piping configuration, discharge valves, controls, and sump geometry. Builds a co
●●○○○ 2/5 ● BUILT
→
PRE-FUNCTIONAL
Create Switchboard Pre-Functional Checklist
Generate installation verification checklist for electrical switchboards — main breaker, switch spaces, up to 7 named switch services, visual inspection, clearances. Builds a consolidated per-tag PFT
●●○○○ 2/5 ● BUILT
→
PRE-FUNCTIONAL
Create Transformer Pre-Functional Checklist
Generate installation verification checklist for standalone electrical transformers — primary/secondary voltage, kVA, phase rotation, conductor sizes, overcurrent protection, disconnecting means, clea
●●○○○ 2/5 ● BUILT
→
PRE-FUNCTIONAL
Create Unit Ventilator Pre-Functional Checklist
Generate installation verification checklist for unit ventilators — filtering, chilled water cooling, hot water heating, electrical connections, piping integrity. Builds a consolidated per-tag PFT wor
●●○○○ 2/5 ● BUILT
→
PRE-FUNCTIONAL
Create Vacuum Pump Pre-Functional Checklist
Generate installation verification checklist for vacuum pumps — nameplate capture, disconnect type, piping verification, water-cooling checks (plumbing only), and thermal overload settings. Builds a c
●●○○○ 2/5 ● BUILT
→
PRE-FUNCTIONAL
Create VAV Terminal Unit Pre-Functional Checklist
Generate installation verification checklist for variable air volume (VAV) terminal boxes — damper actuators, piping, reheat coils (HW or electric), controllers, and sensors. Builds a consolidated per
●●●○○ 3/5 ● BUILT
→
PRE-FUNCTIONAL
Create VRF Branch Controller PFT Checklist
Populate VRF Branch Controller Pre-Functional Test checklist from equipment schedules. Tabular single-sheet template (Branch Controllers). No FPT equivalent—functional testing is system-level.
●●○○○ 2/5 ● BUILT
→
PRE-FUNCTIONAL
Create VRF Condensing Unit PFT Checklist
Populate VRF Condensing Unit Pre-Functional Test checklists from equipment schedules. Per-tag-sheet template supporting multi-unit bolted-together configurations. Covers general specs, electrical, vis
●●○○○ 2/5 ● BUILT
→
PRE-FUNCTIONAL
Create VRF Fan Coil Unit PFT Checklist
Populate VRF Fan Coil Unit Pre-Functional Test checklist from equipment schedules. Tabular single-sheet template (FCU) covering general specs, outdoor air, refrigerant piping, filters, controls, branc
●●○○○ 2/5 ● BUILT
→
PRE-FUNCTIONAL
Create VRF Heat Recovery Unit PFT Checklist
Populate VRF Water-Cooled Heat Recovery Unit Pre-Functional Test checklists from equipment schedules. Per-tag-sheet template supporting multi-unit bolted-together configurations. Structurally identica
●●○○○ 2/5 ● BUILT
→
PRE-FUNCTIONAL
Create VRF Water-Cooled CU PFT Checklist
Populate VRF Water-Cooled Condensing Unit Pre-Functional Test checklists from equipment schedules. Per-tag-sheet template supporting multi-unit bolted-together configurations. Covers general specs, el
●●○○○ 2/5 ● BUILT
→
PRE-FUNCTIONAL
Create Wall-Type FCU PFT Checklist
Generate pre-functional testing checklist for wall-mounted fan coil units capturing installation, piping, and design specifications.
●●○○○ 2/5 ● BUILT
→
PRE-FUNCTIONAL
Create Water PRV Station PFT Checklist
Build a pre-functional commissioning checklist for a water pressure-reducing valve (PRV) station from template with fixed Sheet1 architecture
●●○○○ 2/5 ● BUILT
→
PRE-FUNCTIONAL
Create Water Softener PFT Checklist
Generate pre-functional testing checklist for water softeners capturing utility connections and system design specs.
●●○○○ 2/5 ● BUILT
→
PRE-FUNCTIONAL
Create Water-to-Air Heat Pump PFT Checklist
Develop pre-functional checklist for water-to-air heat pumps (WSHPs) — installation verification, nameplate data capture, pre-energization electrical checks, filter inspection, piping balance & contro
●●●○○ 3/5 ● BUILT
→
PRE-FUNCTIONAL
Create Water-to-Water Heat Pump Pre-Functional Checklist
Generate installation verification checklist for Water-to-Water Heat Pumps — nameplate capture (heating + cooling capacity, voltage, MCA), source-side and load-side piping (HW/CHW sizes), isolation va
●●●○○ 3/5 ● BUILT
→
PRE-FUNCTIONAL
create-pft-lab-air-valve
●●○○○ 2/5 ● BUILT
→
PRE-FUNCTIONAL
Exhaust Fan PFT Checklist
Pre-functional checklist for exhaust/relief fans.
●●○○○ 2/5 ● BUILT
→
PRE-FUNCTIONAL
Lighting Controls PFT
Pre-functional checklist for lighting control systems.
●●○○○ 2/5 ● BUILT
→
PRE-FUNCTIONAL
Electrical PFT Checklist
Pre-functional checklist for ATS, emergency generator.
●●○○○ 2/5 ● BUILT
→

Functional Testing  · 69 skills

FUNCTIONAL TESTING
RcX — Retro-Cx Checklists
Cowork orchestrator for existing-building retro-commissioning — FPT-first checklists + Controls Point-to-Point workbook, trimmed to the project's equipment classes.
●●●○○ 3/5 ● BUILT
→
FUNCTIONAL TESTING
Create Panelboard Outlets FPT Checklist
Generate functional test checklist for panelboard outlet circuits — per-circuit line voltage, voltage drop under 15A load, ground impedance, GFCI trip time, and per-panel pass/fail verification. Prefi
●●●○○ 3/5 ● BUILT
→
FUNCTIONAL TESTING
Create PDU FPT Checklist
Generate functional test checklist for Power Distribution Units (PDUs) — confirms the main unit, integrated transformer, and internal panelboards are energized, labeled, and meet design voltage/ampera
●●●○○ 3/5 ● BUILT
→
FUNCTIONAL TESTING
Create Radiant Panel Functional Performance Test
Generate functional performance test procedure for radiant panels — variant routing to hydronic (HW) or electric sheets, water flow verification, temperature setpoint response, thermostat confirmation
●●○○○ 2/5 ● BUILT
→
FUNCTIONAL TESTING
create-fpt-lab-air-valve
●●●○○ 3/5 ● BUILT
→
FUNCTIONAL TESTING
Plumbing Fixture FPT Procedure Generator
Generate per-fixture FPT procedures for plumbing fixtures and mixing valves during commissioning walk.
●●●○○ 3/5 ● BUILT
→
FUNCTIONAL TESTING
Write Air Compressor FPT Procedure
Develop functional performance test procedure for air compressor + dryer systems — startup, pressure/flow verification at design setpoints, dryer operation monitoring (dewpoint for refrigerant, desicc
●●●○○ 3/5 ● BUILT
→
FUNCTIONAL TESTING
Write Air Curtain FPT Procedure
Develop functional performance test procedure for air curtains — air velocity measurement at floor level (FPM), electrical current and voltage verification, magnetic door switch activation testing (if
●●○○○ 2/5 ● BUILT
→
FUNCTIONAL TESTING
Write Air Turnover Unit Functional Performance Test Procedure
Generate functional performance test procedures for air turnover units — operational tests (damper operation, voltage/amperage balance, CFM/TSP verification), heating/cooling performance (EAT/DAT, BTU
●●○○○ 2/5 ● BUILT
→
FUNCTIONAL TESTING
Write Air-to-Air ERV Functional Performance Test Procedure
Generate turn-on test and operational validation checklists for air-to-air Energy Recovery Ventilators — supply/exhaust fan operation, VFD startup reports, electrical imbalance calculations, filter st
●●●●○ 4/5 ● BUILT
→
FUNCTIONAL TESTING
Write Air-to-Water Heat Pump Functional Test Procedure
Generate performance verification procedure for Air-to-Water Heat Pumps — nameplate + actual specifications, heated and chilled water EWT/LWT/GPM/WPD, design vs. measured output BTUH (with pre-filled
●●●○○ 3/5 ● BUILT
→
FUNCTIONAL TESTING
Write Baseboard Heater FPT Procedure
Develop functional performance test procedure for baseboard heaters — outlet temperature at design setpoint, thermostat response to temperature change, and flow verification (GPM for hydronic units).
●●○○○ 2/5 ● BUILT
→
FUNCTIONAL TESTING
Write Booster Package FPT Procedure
Develop functional performance test procedure for domestic water booster pump packages — lead pump speed ramp, lag staging, pressure hold at setpoint, demand response, and system DP validation. Builds
●●○○○ 2/5 ● BUILT
→
FUNCTIONAL TESTING
Write Circulation Fan FPT Procedure
Build per-tag-sheet Functional Performance Test procedures for Circulation Fans from a schedule. Clones and populates one procedure per tag using build_merged().
●●●○○ 3/5 ● BUILT
→
FUNCTIONAL TESTING
Write Condensing Unit FPT Procedure
Develop functional performance test procedure for DX condensing units — startup verification, electrical (voltage/amperage), refrigerant pressures (high/low side), subcooling/superheat, and system res
●●○○○ 2/5 ● BUILT
→
FUNCTIONAL TESTING
Write Controls Point-to-Point FPT Procedure
Build FPT checklists for BAS point-to-point calibration/verification (FPT only — no PFT variant)
●●●○○ 3/5 ● BUILT
→
FUNCTIONAL TESTING
Write CRAH FPT Procedure
Develop functional performance test procedure for computer room air handlers — chilled-water flow, cooling capacity (BTUH) calculation from temperature differential and airflow, heating-element capaci
●●●○○ 3/5 ● BUILT
→
FUNCTIONAL TESTING
Write DHW Heat Exchanger FPT Procedure
Generate functional testing procedure for domestic hot water (DHW) heat exchangers, verifying flow rates, pressure drops, temperatures, and control valve response for water-to-water and steam-to-water
●●●○○ 3/5 ● BUILT
→
FUNCTIONAL TESTING
Write Dispersion Tubes Humidifier FPT Procedure
Build Functional Test procedures for dispersion-tube humidifiers. Appends rows to UNVC's tabular template, provides measurement cells for supply air conditions upstream/downstream, humidity response t
●●○○○ 2/5 ● BUILT
→
FUNCTIONAL TESTING
Write DOAS FPT Procedure
Develop functional performance test procedure for dedicated outdoor air systems — outdoor air damper operation, voltage/amperage balance, coil operation and temperatures, valve actuation. Builds a con
●●●●○ 4/5 ● BUILT
→
FUNCTIONAL TESTING
Write Dust Collector FPT Procedure
Develop functional performance test procedure for dust collectors — airflow measurement (CFM), pressure drop (in. w.g.) verification, fan motor current and voltage measurement, shaker function verific
●●○○○ 2/5 ● BUILT
→
FUNCTIONAL TESTING
Write DX Cooling-Only Split System FPT Procedure
Develop functional performance test procedures for DX split systems — startup verification, voltage/amperage measurement, cooling performance (design vs. actual ambient/outlet air temps, superheat/sub
●●●○○ 3/5 ● BUILT
→
FUNCTIONAL TESTING
Write EF FPT Procedure
Develop functional performance test procedure for exhaust fans — operational tests, interlock verification, airflow performance, VFD ramp testing, and per-phase electrical measurements. Builds a conso
●●●○○ 3/5 ● BUILT
→
FUNCTIONAL TESTING
Write Electric Cylinder Humidifier FPT Procedure
Build Functional Test procedures for electric cylinder-type humidifiers. Clones UNVC's template once per equipment tag, preserves test narrative steps and performance measurement cells (humidity senso
●●○○○ 2/5 ● BUILT
→
FUNCTIONAL TESTING
Write Electric Duct Heater FPT Procedure
Build Functional Testing procedure sheets for electric duct heaters. Clones UNVC's template once per equipment tag, preserves 3 critical formulas (Actual Temp Rise, Calculated kW from airflow and rise
●●○○○ 2/5 ● BUILT
→
FUNCTIONAL TESTING
Write Electric Tank Water Heater FPT Procedure
Generate functional testing procedure for electric storage-type domestic water heaters, verifying outlet temperature setting, actual temperature delivery, and hot water availability under load.
●●●○○ 3/5 ● BUILT
→
FUNCTIONAL TESTING
Write Electric Tankless Water Heater FPT Procedure
Generate functional testing procedure for electric tankless (point-of-use) domestic water heaters, verifying outlet temperature setting, actual temperature delivery, and hot water availability under l
●●●○○ 3/5 ● BUILT
→
FUNCTIONAL TESTING
Write Emergency Fixture FPT Procedure
Generate functional testing procedure for OSHA-mandated emergency plumbing fixtures (eyewash stations, emergency showers, ADA combos, drench hoses).
●●●○○ 3/5 ● BUILT
→
FUNCTIONAL TESTING
Write Evaporative Cooler FPT Procedure
Generate operational and performance test procedures for evaporative coolers — electrical measurements (voltage, amperage), air volume verification, temperature drop testing, thermostat and manual con
●●●○○ 3/5 ● BUILT
→
FUNCTIONAL TESTING
Write Fan Filter Unit FPT Procedure
Generate operational and performance test procedures for fan filter units — electrical measurements (voltage, amperage), air volume verification, noise assessment, start/stop fan cycles, speed control
●●●○○ 3/5 ● BUILT
→
FUNCTIONAL TESTING
Write Finned Tube Heater FPT Procedure
Develop functional performance test procedure for finned tube heaters — flow verification at design GPM, water temperature measurements (entering & leaving), actual temperature drop calculation (with
●●●○○ 3/5 ● BUILT
→
FUNCTIONAL TESTING
Write Fire/Smoke Damper FPT Procedure
Develop functional performance test procedures for fire/smoke dampers — visual accessibility, thermal link release at rated temperature, smoke-detector-initiated closure and fan interlock, actuator sp
●●●○○ 3/5 ● BUILT
→
FUNCTIONAL TESTING
Write Fume Hood FPT Procedure
Generate functional testing procedure for fume hoods verifying utility services, face velocity, and sensor operation.
●●●○○ 3/5 ● BUILT
→
FUNCTIONAL TESTING
Write Furnace with Split DX Functional Test Procedure
Generate operational test procedures for furnace with integrated DX coil + split condensing unit paired equipment — heating/cooling operation, temperature rise/drop measurement, voltage/amperage captu
●●○○○ 2/5 ● BUILT
→
FUNCTIONAL TESTING
Write Gas Tank Water Heater FPT Procedure
Generate functional testing procedure for gas-fired storage domestic water heaters, verifying outlet temperature setting, actual temperature delivery, recovery rate under load, and burner operation.
●●●○○ 3/5 ● BUILT
→
FUNCTIONAL TESTING
Write Gas-Fired Humidifier FPT Procedure
Build Functional Test procedures for gas-fired humidifiers. Clones UNVC's template once per equipment tag, preserves test narrative steps and performance measurement cells (humidity sensor readings, s
●●○○○ 2/5 ● BUILT
→
FUNCTIONAL TESTING
Write Heat Pump Heater Functional Performance Test Procedure
Generate functional performance test procedures for Heat Pump Heaters — hot water performance metrics (EWT, LWT, GPM, BTUH output), air-cooled evaporator conditions (ambient dry-bulb, discharge air te
●●●○○ 3/5 ● BUILT
→
FUNCTIONAL TESTING
Write HVLS Fan FPT Procedure
Build per-tag-sheet Functional Performance Test procedures for HVLS Ceiling Fans from a schedule. Clones and populates one procedure per tag using build_merged().
●●●○○ 3/5 ● BUILT
→
FUNCTIONAL TESTING
Write Makeup Air Unit FPT Procedure
Generate functional performance test procedures for makeup air units — exhaust/supply fan operation, heating mode (gas furnace BTUH), cooling mode (direct-evap), damper sequence, and electrical perfor
●●●○○ 3/5 ● BUILT
→
FUNCTIONAL TESTING
Write Meters FPT Procedure
` (per-tag clone) - `Gas Meter Tag` (per-tag clone) - `Water Meter Tag` (per-tag clone) - `Electricity Meters` (tabular, row-append) 3. **Classifying meter tags** — routes each to correct
●●●○○ 3/5 ● BUILT
→
FUNCTIONAL TESTING
Write Mini-Split System FPT Procedure
Develop functional performance test procedure for mini-split systems — startup verification, refrigerant superheat/subcooling, indoor-head airflow and temperature response (cooling and heating), outdo
●●●○○ 3/5 ● BUILT
→
FUNCTIONAL TESTING
Write Network Lighting Controls FPT Procedure
Generate a functional test checklist workbook for a network lighting control system. Multi-sheet block-based architecture: per-switch programming (with Location, Scene Presets, button-by-button design
●●●●○ 4/5 ● BUILT
→
FUNCTIONAL TESTING
Write Plumbing Fixture FPT Procedure
Generate functional performance test procedures for plumbing fixtures — flush volume verification, flow rate verification, temperature & anti-scald setpoint, drainage, leak checks, and ADA operability
●●●○○ 3/5 ● BUILT
→
FUNCTIONAL TESTING
Write PTAC FPT Procedure
Develop functional performance test procedure for Packaged Terminal Air Conditioner units — cooling cycle test, heating cycle test (heat pump variant), temperature setpoint control, and system stabili
●●○○○ 2/5 ● BUILT
→
FUNCTIONAL TESTING
Write Pull-the-Plug Test FPT Procedure
Generate functional testing procedure for pull-the-plug (utility loss) test verifying generator/ATS/UPS emergency power response and backup lighting.
●●●○○ 3/5 ● BUILT
→
FUNCTIONAL TESTING
Write Radiant Tube Heater Functional Performance Test Procedure
Generate performance test procedure for gas-fired infrared radiant tube heaters — burner ignition and flame verification, electrical operation (voltage, amperage), combustion fan startup, tube surface
●●○○○ 2/5 ● BUILT
→
FUNCTIONAL TESTING
Write Reheat Coil FPT Procedure
Develop functional performance test procedures for duct-mounted reheat coils — sensor calibration, discharge air temperature rise verification (design vs. installed control valve Cv), control response
●●○○○ 2/5 ● BUILT
→
FUNCTIONAL TESTING
Write Rooftop Unit FPT Procedure
Develop functional performance test procedure for rooftop units — operational tests, outdoor air damper, economizer interlock, condenser fan, heating/cooling capacity, refrigerant charging, duct stati
●●●○○ 3/5 ● BUILT
→
FUNCTIONAL TESTING
Write Small ERV Functional Performance Test Procedure
Generate turn-on test and operational validation checklists for small-scale Energy Recovery Ventilators — supply/exhaust fan operation, electrical imbalance calculations, filter status, thermal wheel
●●●●○ 4/5 ● BUILT
→
FUNCTIONAL TESTING
Write Snowmelt Manifold Functional Performance Test Procedure
Generate performance test procedure for hydronic snowmelt systems — loop flow rates, supply/return temperature measurement, pressure drop calculation, control valve operation, zone sensor response, an
●●○○○ 2/5 ● BUILT
→
FUNCTIONAL TESTING
Write Standard ERV Functional Performance Test Procedure
Generate turn-on test and operational validation checklists for standard Energy Recovery Ventilators — supply/exhaust fan operation, VFD startup reports, electrical imbalance calculations, filter stat
●●●●○ 4/5 ● BUILT
→
FUNCTIONAL TESTING
Write Steam Boiler FPT Procedure
` placeholder sheet 3. **Building workbooks per tag** — one workbook per equipment tag 4. **Populating worksheets** with steam boiler–specific operational test procedures 5. **Hiding non-essential row
●●●○○ 3/5 ● BUILT
→
FUNCTIONAL TESTING
Write Steam Condensate Pump FPT Procedure
Develop functional performance test procedure for steam condensate pump systems — float switch activation, condensate drain verification, pump startup/shutdown, flow/head measurements (if VFD-driven),
●●●○○ 3/5 ● BUILT
→
FUNCTIONAL TESTING
Write Steam PRV Station FPT Procedure
Build a functional testing procedure for a steam pressure-reducing valve (PRV) station from template with fixed sheet architecture
●●●○○ 3/5 ● BUILT
→
FUNCTIONAL TESTING
Write Sump Pump FPT Procedure
Develop functional performance test procedure for sump pump systems — startup, alarm/control verification, pumping cycles, and shutdown checks. Builds a per-tag FPT workbook with Design reference valu
●●○○○ 2/5 ● BUILT
→
FUNCTIONAL TESTING
Write Unit Ventilator FPT Procedure
Develop functional performance test procedure for unit ventilators — chilled-water flow, heating-water flow, cooling capacity (BTUH) calculation from temperature differential and airflow, heating capa
●●●○○ 3/5 ● BUILT
→
FUNCTIONAL TESTING
Write Vacuum Pump FPT Procedure
Generate functional test procedure for vacuum pumps — vacuum gauge verification, pump startup/shutdown, vacuum level under load, electrical nameplate verification, noise/vibration assessment. Builds a
●●○○○ 2/5 ● BUILT
→
FUNCTIONAL TESTING
Write VRF Condensing Unit FPT Procedure
Populate VRF Condensing Unit Functional Test (FPT) checklists from equipment schedules. Per-tag-sheet template supporting multi-unit bolted-together configurations. Covers general performance, electri
●●●○○ 3/5 ● BUILT
→
FUNCTIONAL TESTING
Write VRF Fan Coil Unit FPT Procedure
Populate VRF Fan Coil Unit Functional Test checklist from test results. Tabular single-sheet template (FCU) with 102 pre-filled formulas in columns G (Sensible Cooling BTUH) and I (Heating BTUH). Fill
●●●○○ 3/5 ● BUILT
→
FUNCTIONAL TESTING
Write VRF Heat Recovery Unit FPT Procedure
Populate VRF Water-Cooled Heat Recovery Unit Functional Test checklists from performance data. Per-tag-sheet template supporting multi-unit bolted-together configurations. Structurally identical to wa
●●●○○ 3/5 ● BUILT
→
FUNCTIONAL TESTING
Write VRF Water-Cooled CU FPT Procedure
Populate VRF Water-Cooled Condensing Unit Functional Test checklists from performance data. Per-tag-sheet template supporting multi-unit bolted-together configurations. Covers electrical verification,
●●●○○ 3/5 ● BUILT
→
FUNCTIONAL TESTING
Write Wall-Type FCU FPT Procedure
Generate functional testing procedure for wall-mounted fan coil units verifying airflow, temperature response, and BTU delivery (heating/cooling).
●●●○○ 3/5 ● BUILT
→
FUNCTIONAL TESTING
Write Water PRV Station FPT Procedure
Build a functional testing (FPT) operational procedure for a water pressure-reducing valve (PRV) station from template with fixed PRV sheet architecture
●●●○○ 3/5 ● BUILT
→
FUNCTIONAL TESTING
Write Water Softener FPT Procedure
Generate functional testing procedure for water softeners validating hardness reduction and regeneration performance.
●●●○○ 3/5 ● BUILT
→
FUNCTIONAL TESTING
Write Water-to-Air Heat Pump FPT Procedure
Develop functional performance test procedure for water-to-air heat pumps — unit operation verification, airflow and water flow measurements, entering/leaving air and water temperatures under heating
●●●●○ 4/5 ● BUILT
→
FUNCTIONAL TESTING
Write Water-to-Water Heat Pump FPT Procedure
Develop functional performance test procedure for water-to-water heat pumps — unit operation verification, source-side and load-side flow measurements, entering/leaving water temperatures under heatin
●●●●○ 4/5 ● BUILT
→
FUNCTIONAL TESTING
Write Window Shades FPT Procedure
Generate functional testing procedure for motorized window shades verifying preset positions, manual controls, and mechanical integrity.
●●●○○ 3/5 ● BUILT
→
FUNCTIONAL TESTING
Create FPT DHW Heat Pump FPT Procedure
Functional performance test procedure for the specified equipment family. Generates an FPT workbook from project schedules.
●●●○○ 3/5 ● BUILT
→
FUNCTIONAL TESTING
Create FPT Gas Tankless Water Heater FPT Procedure
Functional performance test procedure for the specified equipment family. Generates an FPT workbook from project schedules.
●●●○○ 3/5 ● BUILT
→

BAS & Controls  · 9 skills

BAS & CONTROLS
SOO Creation (Cowork)
Build a UNVC SOO (Sequence of Operation) Verification workbook from mechanical specs — per-equipment Pass/Fail/N/A blocks. Cowork-native successor to build-soo-guide.
●●●●○ 4/5 ● BUILT
→
BAS & CONTROLS
Build SOO Guide ★
Build a UNVC SOO (Sequence of Operation) Verification workbook for ANY UNVC project from its mechanical specs. Project-agnostic — the user supplies the project, the skill produces a per-equipment fiel
●●●●● 5/5 ◆ HUB ● BUILT
→
BAS & CONTROLS
Create Trending Points List
Generate monitor-based commissioning trending list with all points, frequencies, and durations per NEBB BSC.
●●●●○ 4/5 ● BUILT
→
BAS & CONTROLS
Extract BAS Points from Submittal
Parse controls submittal / sequence-of-operations PDFs to extract all BAS IO points — tags, types, descriptions, equipment grouping — into a contractually defensible BAS Points Schedule.
●●●●○ 4/5 ● BUILT
→
BAS & CONTROLS
Review BAS Graphics
Review BAS graphic screens for accuracy and operator usability.
●●●○○ 3/5 ● BUILT
→
BAS & CONTROLS
Verify BAS Point Mapping
Verify physical IO points map correctly to BAS software points.
●●●●○ 4/5 ● BUILT
→
BAS & CONTROLS
Review BAS Alarm Setup
Review alarm priorities, routing, notification lists in BAS.
●●●○○ 3/5 ● BUILT
→
BAS & CONTROLS
Review Controller Programming
Review DDC controller logic programs against specified sequences.
●●●●● 5/5 ● BUILT
→
BAS & CONTROLS
BAS Field Verification
Field-verify BAS IO points against the extracted points schedule — confirm physical-to-software mapping, signal polarity, and scaling on site.
●●●●○ 4/5 ● BUILT
→

Monitor-Based Cx  · 5 skills

MONITOR-BASED CX
Define Monitoring Plan
Define monitoring strategy — points, analytics, baseline period, benchmarks.
●●●○○ 3/5 ● BUILT
→
MONITOR-BASED CX
MBCx Pipeline
Orchestrate the monitor-based Cx workflow — trend collection, analysis, and reporting driven from the monitoring plan.
●●●●○ 4/5 ● BUILT
→

Issues Mgmt  · 1 skill

ISSUES MGMT
Issues Management (Action Log)
Maintain the Cx action log end to end — capture, classify, assign, and track deficiencies through verified resolution.
●●●○○ 3/5 ● BUILT
→

TAB Review  · 1 skill

TAB REVIEW
TAB Review
Review TAB contractor reports against design — airside and hydronic balance, tolerances, and required adjustments.
●●●○○ 3/5 ● BUILT
→

Training  · 1 skill

TRAINING
Training
Plan, deliver, and document operator training across all commissioned systems.
●●●○○ 3/5 ● BUILT
→

Closeout & Docs  · 6 skills

CLOSEOUT & DOCS
Audit Checklists
Pre-Cx-report QA pass over every PFT/FPT workbook in 0-Checklists — flags blank Design/Actual fields, wrong-color fills, off-convention text. Read-only xlsx report.
●●●○○ 3/5 ● BUILT
→
CLOSEOUT & DOCS
Polish Checklists
Make PFT/FPT checklists report-ready — recolor input cells to V4 convention, fix header placeholders, flag blanks + leftover tags, enforce fit-to-page. Modifies files.
●●●●○ 4/5 ● BUILT
→
CLOSEOUT & DOCS
Finish Cx Report
Complete an existing NEBB BSC report template by resolving its red placeholder marks against project evidence — confirm, remove, correct, stamp, rebuild cert page.
●●●●○ 4/5 ● BUILT
→
CLOSEOUT & DOCS
LEED Documentation Package
Build the full LEED v4 BD+C commissioning package — EAp Fundamental + EAc Enhanced Cx: independence statement, BSM, ongoing/MBCx plans, final report, compliance checklist.
●●●●● 5/5 ● BUILT
→
CLOSEOUT & DOCS
Write Systems Manual
Create Building Systems Manual documenting all systems, sequences, setpoints, and maintenance for operators.
●●●●● 5/5 ◆ HUB ● BUILT
→
CLOSEOUT & DOCS
Closeout Package
Assemble the commissioning closeout package — final report, systems manual, warranties, and completion certificate.
●●●●○ 4/5 ● BUILT
→

Project Mgmt  · 12 skills

PROJECT MGMT
Create Project Structure
Stamps the standard UNVC project folder tree (23-folder Cx skeleton + seed docs, NEBB BSC report series) into a project. Never overwrites; placeholders renamed.
●●○○○ 2/5 ● BUILT
→
PROJECT MGMT
Check Cx Project Status
Inspect a UNVC project's file system and report what's Done, Runnable, Blocked, or Not Started for every Cx-Skill-Map skill that has a clear input→output rule. Stateless (file-system-derived). On-dema
●●●○○ 3/5 ● BUILT
→
PROJECT MGMT
Monitor Cx Drawings
Walk every UNVC commissioning project across every PM folder. For each, compare the newest drawing PDF in `000-Contract Documents/` to the CX Progress workbook's last-modified date. Anything where dra
●●○○○ 2/5 ● BUILT
→
PROJECT MGMT
Populate Cx Progress Tags
Insert per-tag rows into the CX Progress workbook under each matching section header, drawing from `schedule_tags.xlsx` (the output of `extract-tags`). Bridges Phase 02 → Phase 04: tags extracted from
●●●●○ 4/5 ● BUILT
→
PROJECT MGMT
Populate Equipment Matrix Tags
CD-stage skill. Reads the class-level Equipment Matrix produced at proposal stage AND the equipment tags extracted from the drawings, then adds two new sheets to the matrix: `Tag_Inventory` (every dis
●●●○○ 3/5 ● BUILT
→
PROJECT MGMT
Run Cx Pipeline
Single-command orchestrator that takes a project from "Phase 01 outputs + drawings received" → "0-Checklists populated + CX Progress fully tracked." Chains extract-tags → populate-cx-progress-tags → p
●●●●○ 4/5 ● BUILT
→
PROJECT MGMT
Seed Cx Progress With Tags
CD-stage skill. Copies the UNVC canonical Cx Progress template, customizes it for the project, then populates it with equipment tags from `schedule_tags.xlsx` — all in one orchestrated pass. Refuses t
●●●●○ 4/5 ● BUILT
→
PROJECT MGMT
Track Cx Progress
Update the project's CX Progress workbook with completion percentages auto-calculated from peach-cell counts across every PFT and FPT checklist. Outputs a dated snapshot — the live source is never mod
●●●○○ 3/5 ● BUILT
→
PROJECT MGMT
PM Budget
Track commissioning fees against budget — hours, invoiced, and remaining by phase.
●●●○○ 3/5 ● BUILT
→
PROJECT MGMT
PM Communications
Draft and route Cx project communications — emails, RFIs, and stakeholder notifications.
●●●○○ 3/5 ● BUILT
→
PROJECT MGMT
Update Cx Drawings
Refresh the project Cx drawing set when newer drawings or submittals are flagged.
●●●○○ 3/5 ● BUILT
→

Email & Docs  · 1 skill

EMAIL & DOCS
Find Receipt Email for Expenses
Search email for vendor receipts matching expense report line items — hotels, flights, meals, parking. Forward to Expensify.
●●○○○ 2/5 ● BUILT
→