Whole-Building Mechanical Ventilation Design
Builders, raters, and installers use ENERGY STAR’s HVAC System Quality Installation Contractor Checklist (HVAC/C) to document the sizing and testing of HVAC equipment. The requirements from the checklist do not involve the actual installation of specific measures. Rather, these checklist steps verify that a particular procedure was followed or that appropriate information was used in selecting or sizing equipment. This page provides the full language for the selected checklist requirement and shows the applicable footnotes describing how to comply; however, a full measure guide showing installation information is not needed. For information on installing HVAC equipment, see the HVAC System Quality Installation Rater Checklist.
The footnotes for this measure are listed below. The numbering corresponds to the original checklist document so some numbers may appear out of sequence.
1 The HVAC System Quality Installation Contractor Checklist is designed to align with the requirements of ASHRAE 62.2-2010 and published addenda and ANSI/ACCA’s 5 QI-2007 protocol, thereby improving the performance of HVAC equipment in new homes when compared to homes built to minimum code. However, these features alone cannot prevent all ventilation, indoor air quality, and HVAC problems (e.g., those caused by a lack of maintenance by occupants). Therefore, this checklist is not a guarantee of proper ventilation, indoor air quality, or HVAC performance.
This HVAC System Quality Installation Contractor Checklist applies to ventilation systems, split air conditioners, unitary air conditioners, air-source / water-source (i.e., geothermal) heat pumps up to 65,000 Btu/h and furnaces up to 225,000 Btu/h. All other equipment, including boilers, is exempt. If the ventilation system is the only applicable system installed in the home, then only Section 1 shall be completed (i.e., “Whole-Building Mechanical Ventilation Design”).
One Checklist shall be completed for each system and provided to the Rater. This Checklist with supporting documents may also be used to demonstrate compliance with Indoor airPLUS specifications 4.1, 4.2, 4.5, 4.6, and 7.1.
2 Description of HVAC system location or area served (e.g., “whole house,” “upper level,” “lower level”).
3 Check “Yes” if this system is to handle temporary occupant loads. Such a system may be required to accommodate a significant number of guests on a regular or sporadic basis and shall be handled by a supplemental cooling system (e.g., a small, single-package unit or split-coil unit) or by a system that can shift capacity from zone to zone (e.g., a variable volume system).
4 The person responsible for the heating, cooling, & ventilation design shall be responsible for completing Sections 1 and 2 of this HVAC System Quality Installation Contractor Checklist.
5 For Sections 1 through 5, the “Builder Verified” column shall be used to indicate items verified by the builder (or a firm or HERS Rater hired by the builder). If any Items have been marked “Builder Verified,” then the builder is responsible for these Items and must sign this Checklist. Note that builders are not permitted to verify any Items in Sections 6-12.
6 For Sections 1 through 5, the “Cont. Verified” column shall be used to indicate Items verified by the credentialed contractor (or a firm or HERS Rater hired by the contractor). In contrast, for Sections 6 through 12, the “Cont. Verified” column shall only be used to indicate Items verified by the credentialed contractor (i.e., neither a builder, nor a firm, nor a HERS Rater are permitted to verify Sections 6 - 12). The credentialed contractor is responsible for these Items and shall sign this HVAC System Quality Installation Contractor Checklist.
7 For proper procedures, exceptions, and selection methods see ASHRAE 62.2-2010 and published addenda. All components shall be designed and installed per local codes, manufacturers’ installation instructions, engineering documents, and regional ENERGY STAR program requirements.