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Contractor-Prepared Balancing Report Collected by Rater

[Note: Guidance for ENERGY STAR Certified Homes Version 3.0, Revision 08 is coming soon.]

Builders, raters, and installers use this portion (Section 1) of the HVAC System Quality Installation Rater Checklist (HVAC/R) to confirm and document that the contractor has completed proper procedures and processes in sizing HVAC 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.

The numbers in parentheses (included in the measures in this Section 1) refer to measures included in the HVAC System Quality Installation Contractor Checklist (HVAC/C). For information about installing HVAC equipment, see Sections 2 through 11 of HVAC System Quality Installation Rater Checklist (HVAC/R).

Contractor-Prepared Balancing Report Collected by Rater


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.  This 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 venilation, indoor air quality, or HVAC performance.

2.  The Rater is only responsible for ensuring that the Contractor has completed the Contractor Checklist in its entirety and verifying the discrete objective parameters referenced in Section 1 of this Checklist, not for assessing the accuracy of the load calculations or field verifications included or for verifying the accuracy of every input on the Contractor Checklist.

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References and Resources*

  1. Author(s): EPA
    Organization(s): EPA
    Publication Date: June, 2013
    Standard document containing the rater checklists and national program requirements for ENERGY STAR Certified Homes, Version 3 (Rev. 7).
Last Updated: Friday, August 1, 2014