ENERGY STAR Qualified Homes, Version 3 (Rev.

02)
1
ij~3imail HVAC System Quality Installation Contractor Checklist
Home Address : City: State :

System Description / Cooling system fo r temporary occupant load?3 Yes 0 No 0

4 ConUTech. Rater
1. Whole-Building Mechanical Ventilation Design NJA
Verified' Verified
1.1 Vent ilation syste m designed to meet ASHRAE 62.2-2010 requirements 6 0 0 -
1.2 Vent ilatio n system does not utilize an intake duct to the retum side of the HVAC system unless the system
is designed to operate intermittently and automatica lly based on a timer and to restrict outdoor air intake 0 0 -
when not in use (e.g., motorized damper) . I
1.3 Documentation is attached with ventilation system type , location , design rate , and frequency and duration
0 D -
of ea ch ventilation cycle.
1.4 If presen t, continuously-ope rating vent. & exhaust fans designed to operate during all occup iable hours . 0 0 I 0
1.5 If present , intermittently-operating whole-house ventilation system designed to automatically operate at
0 0 0
least once per day and at least 10% of every 24 hours.
2. Heating & Cooling System Design ' ­ Parameters used in the design calculations shalf reflect home to be built, spec ifically. outdoor design
temperatures, home oneoteuon, number of bedrooms. conditioned floor area. windov: area, predominant _Iindow performance and insulation levels. infiltration rate,
mechanical ventilation rate, presence of MERV6 or better filter, and indoor temperature setpo ints = 70'F for heating ; 7S"F for cooling
2.1 Heat Loss 1 Gain Method : D Manual J vB D ASHRAE 2009 D Other : - - ­ 0 0 -
2.2 Duct Design Method D Manual D D Other: 0 0 0
2.3 Equipment Selection Method : D Manual S D OEM Rec. D Other: --­ 0 0 -
2.4 Outdoor Design Temperatures: " Location --­ 1%'- - ­<F 99%: of 0 0 -
2.5 Or ientati on of Rated Home (e.g., North, South): 0 0 -
2.6 Number of Occupants Served by System :" 0 0 -
2.7 Condit ioned Floor Area in Rated Home : Sq. Ft. 0 0 -
2.8 Wi ndow Area in Rated Home : Sq . Ft. 0 0 -
2.9 Predominant Window SHGC in Rated Home : 1 ~ 0 0 -
2.10 Infiltration Rate in Rated Home :11 Summer:
-- Winter'- - - 0 0 -
2 .11 Mechanical Ventilation Rate in Rated Home: CFM 0 0 -
2.12 Design Latent Heat Gain : BTUh 0 0 -
2 .13 Des ign Sensible Heat Gain : BTUh 0 0 -
2.14 Design Total Heat Gain: BTUh 0 0 -
2.15 Design Total Heat Loss : BTUh 0 0 -
2.16 Design Airflow : 12 CFM 0 0 -
2.17 Design Duct Sialic Pressure :13 _ _ _ Inches Water Column (IWC) 0 0 0
2.18 Full Load Calculations Report Attached 0 0 -
3. Selected Cooling Equipment, If Cooling Equipment to be Installed
3.1 Cond enser Manufacturer & Model : 0 0 0
3.2 Condenser Serial #: 0 0 0
3.3 Evapo rato r 1 Fan Coil Manufa cturer & Model: 0 0 0
3.4 Evaporato r 1 Fan Coil Serial # 0 0 0
3.5 AHRI Reference # :" 0 0 0
3.6 Listed Efficiency : - - - EER SEER 0 0 I 0
3.7 Metering Device Type : DTXV D Fixed orifice D Other : - - - 0 0 I 0
3 8 Refrigerant Type : D R-410a D Other : - - 0 0 0
3.9 Fan Speed Type: i s D Fixed D Variable (ECM/lCM) D Other: - - - 0 0 0
3.10 Listed Sys . Latent Capacity at Design Cone." : BTUh 0 0 I 0
3.11 Listed Sys . Sensible Capacity at Design Cone ." BTUh 0 0 I 0
3.12 Listed Sys . Total Capacity at Design Cond.": BTUh 0 0 D
3.13 If Listed Sys. Latent Capa city (Value 3.10) ~ Design Latent Heat Gain (Value 2.12), 0 0 0
ENERGY STAR qualified dehumidifier installed
3.14 Listed Total Cap. (Value 3.12) is 95-115% of Design Total Heat Gain (Value 2.14) or next nom . Size " ,13 0 , 0 I 0
3.15 AHR I Certificate Attached ,. . 0 ! 0 0
4. Selected Heat Pump Equipment, If Heatpump to be Installed
4.1 AHR I Usted Efficiency HSPF 0 0 0
---
4.2 Performance at 1TF: Capacity _ _ _ BTUh Efficiency : _ _ COP 0 0 0
4.3 Performance at 4TF : Capa city BTUh Efficiency : COP 0 0 0

Version 3 (R e v . 02) - Effective 4/1/2011 Revised 2/7/2011 6

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ENERGY STAR Qualified Homes, Version 3 (Rev . 02)
HVAC System Quality Installation Contractor Checklist
5. Selected Furnace, If Furnace to be Installed
5 1 Fumace Manufacture r & Model:
5.2 Fuma ce Serial #
1
Cont.lTech.
Verified'
D
D
Rater
Verified
D
D
N/A

0
0
5.3 listed Efficiency : A FUE D D 0
54 Listed Output Heating Capacity: BTUh D D D
5.5 listed Output Heat. Cap. (Value 54) is 100-140% of Design Total Heat Loss (Value 2.15) or next nom. Size ,, ·J9 0 0 D
6. Refrigerant Tests - Run system for 15 minute s before testing
Note: If cold weathermakes it impossible 10 verify proper refricerant charoe, svstern must include a TXV'"
6.1 Outdoo r ambient temperature at condenser: OF DB D D D
6.2 Return-side air temperature inside duct near evapo rator, during cooling mode: °F W B 0 D 0
6.3 Liquid line pressure: psig D D D
64 liquid line temperature: OF DB D D D
6.5 Suction line pressure : psig
0 0 D
6.6 Suction line tempe rature: OF DB
0 D D
7. Refrigerant Calculations

For System with Therma l Expansion Valve (TXV) :

7 1 Condenser saturation temperatu re: _ _ _OF DB (Using Value 6.3) D D 0

7.2 Subcooling value: _ _ _ OF DB (Value 7.1 - Value 64) D 0 D
73 OE M subcooling goal: OF DB 0 D D
- ­-
74 Subcoo ling deviation: _ _ _ OF DB (Value 7.2 - Value 7.3) 0 0 D
For System with Fixed Orifice:
7.5 Evapora tor saturation tempe rature: _ __ OF DB (Using Value 6.5) D D D
7.6 Superheat value: _ __ OF DB (Value 6.6 - Value 7.5) 0 D 0
7.7 OEM superheat goal: _ _ _ OF DB (Using superheat tables and Values 6.1 & 62) D D I 0
7.8 Superheat deviatio n: OF DB (Value 7.6 - Value 7.7) D D D
7.9 Value 7.4 is ±3°F or Value 7.8 is ±5' F 0 0 0
710 An OEM test procedure has been used in place of SUb -cooling or super-heat process and documentation has
been attached that defines this procedure
D 0 0

8. Electrical Measurements
8.1 Evapo rator/air handler fan: _ _ amps D D 0
- - -volts - - - watts
8.2 Condenser fan: _ _ amps D D D
- - -volts - - - watts
8.3 Compressor: _ _ amps volts D D D
- -- - - - watts
8.4 Electrical measurements within OEM specified tolerance of nameplate value D 0 0
9-. Air Flow Tests
9.1 Air volume at evapor ator: - - - CFM 0 D D
9.2 Test perfonned in which mode? o Heati ng 0 Cooing 0 0 D
9.3 Return duct static pressure: - - - IWC Test Hole t.ocanon" : 0 D 0
94 Su pply duct static press ure: - - - IWC Test Hole Location" : D 0 0
9.5 Test hole locations are well-marked and accesstote" D D 0
9.6 Measuremen t method used: o Anemometer o Pressure matching 22 D D 0
o Flow grid o Fan curve o Other:
9.7 Airfl ow volume at evapora tor (Value 9.1). at fan design speed and full operating load, +/- 15% of the airflow
D D 0
required per syste m design (Value 2.16) or within range recommended by OEM
10. Air Balance
10.1 Individual room airflows within the greater of ±20% or 25 CFM of the design / application requirements for the
D D D
supply and retum duct s"
10.2 Balancing report indicating quantity of supply and return terminals per room attached D D D
11. System Controls
11.1 Operating and safety controls meet OEM requirernents D D I 0
12. Drain pan
12.1 Corrosion-resistant drain pan, properly sloped to drainage system, included" D i D i 0
Technician Name 25 Equipment Installation Date:
25
Technician Signature Company:
25
Designer Name System Design Date :
Designer Sig nature" Company'

Ve rsi on 3 ( Rev 02) - Effective 4/ 1/20 11 Re v ise d 217/2011 7

ENERGY STAR Qualified Homes, Version 3 (Rev. 02)

HVAC System Quality Installation Contractor Checklist'

1. The HVAC System Ouality Installation Contractor Checklist is designed to align with the requ irements of ASHRAE
62 .2-2010 and published addenda and ANSI / ACCA's 5 01-2007 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, or HVAC problems (e.g., those caused by a lack of ma intenance by
occupants). Therefore , this checklist is not a guarantee of proper vent ilation , indoor air quality, or HVAC performance
This checklist applies to ventilation systems , split air condit ioners , 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.
Th is checklist shall be provided by the Rater to the HVAC contractor who shall complete one checklist for each
system . Upon completion , the HVAC contractor shall return the checklist(s) to the Rater. Alternatively , at the
discretion of the contractor and Rater , the Rater may verify any item on this checklist in place of the contractor. When
this occurs , the Rater shall check the box of the verified items in the Rater Verified column . The Rater is only
responsible for ensuring that the Contractor has completed the Contractor checkl ist in its ent irety and for the items
that are checked in the Rater Verified column (if any) . The Rater is not responsible for assessing the accuracy of the
items in this checklist that are not checked in the Rater Verified column. Instead , it is the contractor's exclusive
responsibility to ens ure the design and installation comply with the Contractor checklist.
This checklist with supporting documents may also be used to demonstrate compl iance with Indoor airPLUS
specifications 4.1,42 ,4.5 ,4.6, and 7.1.
2. Description of HVAC system location or area served (e.g., "whole-house", "upper level ", "lower-level", or
"supplemental for excess loads .").
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 , and ventilation design , whether it be the HVAC technician or other
qualified HVAC des ign professiona l, shall be responsible for completing sections 1 and 2 of this checkl ist.
5. The 'Cent. / Tech. Verified ' column shall be used to indicate items verif ied by the HVAC Contractor or Techn ician.
The 'Rater Verified' column shall only be used to indicate items verified by the Rater , for homes in which the Rater
has agreed to verify and accept respons ibility for one or more requirements .
6. For proper procedures , except ions , and selection methods see ASH RAE 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 .
The system sha ll have at least one supply or exhaust fan with associated ducts and controls . Local exhaust fans are
allowed to be part of an exhaust ventilation system. Outdoor air ducts connected to the return side of an air handler
are allowed to be part of a supply vent ilation system if manufacturers' requirements for return air temperature are met.
7. Heating and cooling loads shal l be calculated , equipment capacity shall be selected , and duct systems shall be sized
according to the latest editions of ACCA Manuals J, S, & D, respectively , ASH RAE 2009 Handbook of Fundamentals,
or a substantively equivalent procedure.
8. If the design cond itions are dictated by a code or regulation . then the requ irements of the lawful or controlling authority
supe rsedes the Manual J or ASHRAE default design values . Otherwise , the default values shall be used . The values
for the geograph ically closest location shall be selected or a justification provided for the selected location.
9. The number of occupants among all HVAC systems in the home must be equal to the number of bedrooms , as
defined below, plus one . Occupants listed for systems that are indicated in the header as a cooling system for
temporary occupant loads , as described in footnote 3, shall be permitted to exceed this limit.
A bedroom is defined by RESNET as a room or space 70 sq. ft. or greater size , with egress window and closet , used
or intended to be used for sleep ing. A "den ", "library" , or "home office" with a closet , egress window, and 70 sq . ft. or
greater size or other similar rooms shall count as a bedroom , but living rooms and foyers shall not.
An egress window, as defined in IRC section R310 , shall refer to any operable window that provides for a means of
escape and access for rescue in the event of an emergency . The egress window definition has been summarized for
conven ience. The egress window shall :
• have a sill height of not more than 44 inches above the floor; AND
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ENERGY STAR Qualified Homes, Version 3 (Rev. 02)
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g:=j:4iffiJ HVAC System Quality Installation Contractor Checklist
• have a minimum net clear opening of 5.7 sq. ft.; AND
• have a minimum net clear opening height of 24 in.: AND
• have a minimum net clear opening width of 20 in.: AND
•
be operat ional from the inside of the room without the use of keys, tools or special knowledge
10 "Predominant" is defined as the SHGC value used in the greatest amount of window area in the home
11. Infiltration rate shall reflect value used in confirmed or projected HERS rating for rated home . Alternatively, use
"Average" or "Semi-Ioose" values for the cooling season infiltration rates and "Semi-tight" or "Average" values for the
heating season infiltration rates , as defined by ACCA Manual J, Eighth Edition, Version Two .
12. Design airflow is the design value (s) for the blower in CFM, as determined by using the manufacturer's expanded
performance data to select equipment, per ACCA Manual S procedures .
13. Design duct static pressure shall account for the installation of a MERV6 or higher filter.
14. All evaporators and condensing units shall be properly matched as demonstrated by an attached AHRI certificate. If
an AHRI certificate is not ava ilable , a copy of OEM -provided catalog data indicating acceptable combination select ion
and performance data shall be attached .
15. If 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
venti lation run time by accounting for hours when HVAC system is heating or cooling the home .
16. Listed system capacity at design conditions is to be obtained from the OEM expanded performance data .
17. 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 Yz ton. Multi­
speed or multi-stage equ ipment may have OEM nomina l size increments of one ton Therefore , the use of these
advanced system types can provide extra flexibility to meet the equipment sizing requirements
18 Contractors shall perform a load calculation for the specific house plan and orientation of the home to be qualified or,
for plans with mult iple options or that may be built in more than one orientat ion, for every option and orientation . If the
loads are calcu lated for multiple orientations and the loads across all orientat ions vary by ::: 25%, then the largest load
shall be permitted to be used for equipment selection for all orientations, subject to the over-siz ing limits of ACCA
Manual S. Otherwise , the contractor shall group the load for each orientation into a set with::: 25% var iation and
equ ipment select ion shall be completed for each set of loads. All other aspects of system design (e.g., duct stat ic
pressure , design airflow) shall be completed for the specific orientation and configuration of the home . Note that room­
level design airflows determ ined using Manua l J and Manual S may be different than the des ign values used for a
standard ized Manual D duct design for each option and orientation . Duct balancing shall be performed to meet the
design airflows for each orientation and option.
19. For warm air heat ing systems , the output capacity must be between 100% and 140% of calculated system load
unless a larger size is dictated by the cooling equipment selection .
20 . Either factory-installed or field-insta lled TXV 's may be used. For field- installed TXV 's, ensure that sensing bulbs are
insulated and tightly clamped to the vapor line with good linear thermal contact at the recommended orientation,
usually 4 or 8 o'clock .
21 . Examples of return or supply duct static pressure measurement locations are : plenum , cabinet , trunk duct , as well as
front , back. left or right side. Test hole locations shall be well marked and accessible.
22 . The pressure matching method uses a calibrated fan to match the supply plenum pressure produced when the HVAC
air handler fan is in operation . The airflow through the calibrated fan that produces the same pressure is assumed to
match the HVAC air handler fan airflow.
23 . Ducts sha ll not include coiled or looped ductwork except to the extent needed for acoustical control. Balancing
dampers or proper duct sizing shall be used instead of loops to limit flow to diffusers. When balanc ing dampers are
used , they shall be located at the trunk to limit noise unless the trunk will not be accessible when the balancing
process is conducted . In such cases , opposable blade dampers or dampers located in the duct boot are permitted .
24 . Condensate pan shall be made of corrosion-resistant mater ials, to include galvan ized steel and plastic . Drain pan
shall drain condensate to a conspicuous point of disposal to alert occupants in the event of a stoppage of the primary
drainage system ; and shall be equipped with a backflow prevention valve when drained to a shared drainage system ,
such as a storm water management system .
25. HVAC technician signature required prior to submit tal to Rater. If the HVAC system design (Sec . & 2) was not
completed by the HVAC technician , then the designer shall sign in addition to HVAC technician .
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