Selected Cooling Equipment, If Cooling Equipment to be Installed

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.

Selected Cooling Equipment, If Cooling Equipment to be Installed

Footnotes:

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 ventilation, indoor air quality, or HVAC performance.

This Checklist applies to ventilation systems; to split air conditioners, unitary air conditioners, air-source heat pumps, and water-source (i.e., geothermal) heat pumps up to 65,000 Btu / h with forced-air distribution systems (i.e., ducts) and to furnaces up to 225,000 Btu / h with forced-air distribution systems (i.e., ducts). All other permutations of equipment (e.g., boilers, mini-split / multi-split systems) and distribution systems are exempt. If the ventilation system is the only applicable system installed in the home, then only Section 1 shall be completed.

One Checklist shall be completed for each system and provided to the Rater.

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. 

16.  All evaporators and condensing units shall be properly matched as demonstrated by an attached AHRI certificate. If an AHRI certificate is not available, a copy of OEM-provided catalog data indicating acceptable combination selection and performance data shall be attached. 

17.  If the whole-house ventilation system utilizes the HVAC air handler, then the fan speed type shall be ECM / ICM, variable speed, and run at a reduced speed during ventilation, or include a controller (e.g., smart cycler) that reduces the ventilation run time by accounting for hours when HVAC system is heating or cooling the home.

18.  Listed system capacity at design conditions is to be obtained from the OEM expanded performance data.

8.  Heating and cooling loads shall be calculated, equipment shall be selected, and duct systems shall be sized according to the latest editions of ACCA Manuals J, S, & D, respectively, 2009 ASHRAE Handbook of Fundamentals, or other methodology approved by the Authority Having Jurisdiction. The HVAC system design shall be completed for the specific configuration (e.g., plan, elevation, option, and orientation) of the home to be built except as permitted herein.

For each house plan with multiple configurations (e.g., orientations, elevations, options), the loads shall be calculated for each potential configuration. If the loads across all configurations vary by ≤ 25%, then the largest load shall be permitted to be used for equipment selection for all configurations, subject to the over-sizing limits of ACCA Manual S. Otherwise, the contractor shall group the load for each configuration into a set with ≤ 25% variation and equipment selection shall be completed for each set of loads.

For each house plan with multiple configurations, the room-level design airflows shall be calculated for each potential configuration. If the design airflows for each room vary across all configurations by ≤ 25% or 25 CFM, then the average room-level design airflow shall be permitted to be used when designing the duct system. Otherwise, the contractor shall group the room-level design airflow for each configuration into a set with ≤ 25% or 25 CFM variation and the duct design shall be completed for the average airflow of that set. 

19.  For cooling systems, the next largest nominal piece of equipment may be used that is available to satisfy the latent and sensible requirements. Single-speed systems generally have OEM nominal size increments of ½ ton. Multi-speed or multi-stage equipment may have OEM nominal size increments of one ton. Therefore, the use of these advanced system types can provide extra flexibility to meet the equipment sizing requirements.