5.3002.12 Cooling Equipment—Installation, Maintenance, and Commissioning— Mid and High Rise | Standard Work Specifications for Home Energy Upgrades

Topic:

Forced Air

Subtopic:

Site Preparation

Desired Outcome:

Equipment operates effectively and efficiently

For supporting material, see Referenced Standards.

Title	Specification(s)	Objective(s)
5.3002.12a Chiller installation	Maximum weight of refrigerant in a single space will be in compliance with ASHRAE ASHRAE American Society of Heating, Refrigerating and Air-Conditioning Engineers, www.ashrae.org Refrigerant monitors will be installed in accordance with ASHRAE ASHRAE American Society of Heating, Refrigerating and Air-Conditioning Engineers, www.ashrae.org Refrigerant relief valve will be piped to the outdoors and have an alarm Unit operational efficiencies will meet minimums as required by ASHRAE ASHRAE American Society of Heating, Refrigerating and Air-Conditioning Engineers, www.ashrae.org 90.1 Structure will be able to support the unit Vibration isolators will be provided Manufacturer requirements will be followed when alternative storage methods for cooling towers are used (e.g., ice storage, ice tanks)	Reduce vibration to a non-objectionable level Ensure optimum performance
5.3002.12b Chiller maintenance	Maintenance will be scheduled in accordance with ANSI ANSI American National Standards Institute, www.ansi.org / ACCA ACCA Air Conditioning Contractors of America, www.acca.org / ASHRAE ASHRAE American Society of Heating, Refrigerating and Air-Conditioning Engineers, www.ashrae.org Standard 180 Standard Practice for Inspection and Maintenance of Commercial Building HVAC HVAC Heating, ventilation, and air conditioning Systems Maintenance procedures include, but are not limited to, the following: Tubes will be checked annually Electrical check of system will be performed Manufacturer-recommended maintenance procedures will be performed Proper operation of leak detectors will be verified Refrigerant charge will be verified	Ensure proper chiller maintenance
5.3002.12c Chiller commissioning	Unit discharge temperature will be verified as called for by control system in accordance with the design documents Inlet and outlet temperatures to condenser will be maintained in accordance with the design documents Noise level will be maintained to be within designed criteria Safety switches will be verified to operate when unsafe conditions occur	Ensure optimum performance
5.3002.12d Split system installation	Condensate will be piped to a properly sized sanitary drain Refrigerant type will be acceptable to the project type Unit operational efficiencies will meet minimums as required by ASHRAE ASHRAE American Society of Heating, Refrigerating and Air-Conditioning Engineers, www.ashrae.org 90.1 Structure will be able to support the unit Each unit will be installed with a properly trapped condensate drain in accordance with manufacturer specifications (some situations require a pump) Primary heating of newly installed split systems will not be electric resistance heat Smoke detectors will be installed on systems that are greater than 2,500 cubic feet per minute ( CFM CFM Cubic feet per minute ) Appropriate lengths and elevations of refrigerant lines between condensing units and indoor coil will be used in accordance with manufacturer specifications Proper location (e.g., property lines, windows, units, outside air intakes) and clearances will be maintained in accordance with manufacturer specifications Environmental conditions will be considered when selecting and installing coils (e.g., special corrosion-protected units)	Ensure proper installation of split system
5.3002.12e Split system maintenance	Maintenance will be scheduled in accordance with ANSI ANSI American National Standards Institute, www.ansi.org / ACCA ACCA Air Conditioning Contractors of America, www.acca.org / ASHRAE ASHRAE American Society of Heating, Refrigerating and Air-Conditioning Engineers, www.ashrae.org Standard 180 Standard Practice for Inspection and Maintenance of Commercial Building HVAC HVAC Heating, ventilation, and air conditioning Systems Maintenance procedures include, but are not limited to, the following: Filters will be replaced in accordance with manufacturer specifications Annual cleaning of coil and drain pan will be performed Condensate drains/traps will be inspected and verified operational Proper operation of add-on equipment will be verified (e.g., UV UV Ultraviolet , humidifier, electrostatic filter)	Ensure proper maintenance of system
5.3002.12f Split system commissioning	Proper operation of thermostats will be verified Carbon dioxide (CO2) sensors will be calibrated Proper operation of smoke alarms will be verified Proper operation of mixed air damper will be verified If present, proper operation of heating valve will be verified Drains will be clear of debris and obstructions	Ensure optimum performance
5.3002.12g Package system unit installation	Economizer (if installed) will be located away from pollutant sources Condensate will be piped to a properly sized sanitary drain Type of refrigerant will be verified as acceptable to the project type Economizer/power exhaust or relief dampers will be verified for proper function and operation Unit operational efficiencies will meet minimums as required by ASHRAE ASHRAE American Society of Heating, Refrigerating and Air-Conditioning Engineers, www.ashrae.org 90.1 Structure will be able to support the unit Each unit will be installed with a properly trapped condensate drain in accordance with manufacturer specifications (some situations require a pump) New package systems will not have their primary heating be electric resistance heat Unit will be installed with CO2 control in high occupancy spaces (demand control ventilation) Smoke detectors will be installed on systems that are greater than 2,500 CFM CFM Cubic feet per minute Proper location (e.g., property lines, windows, units, outside air intakes) and clearances will be maintained in accordance with manufacturer specifications	Ensure equipment operates at optimal efficiency Ensure durability of equipment Minimize energy use Minimize health concerns (e.g., Legionnaires' disease)
5.3002.12h Package system unit maintenance	Maintenance will be scheduled in accordance with ANSI ANSI American National Standards Institute, www.ansi.org / ACCA ACCA Air Conditioning Contractors of America, www.acca.org / ASHRAE ASHRAE American Society of Heating, Refrigerating and Air-Conditioning Engineers, www.ashrae.org Standard 180 Standard Practice for Inspection and Maintenance of Commercial Building HVAC HVAC Heating, ventilation, and air conditioning Systems Maintenance procedures include, but are not limited to, the following: Filters will be replaced in accordance with manufacturer specifications If applicable, blower belt, sheaves replacement, and alignment will be verified If applicable, proper operation of the variable speed drive will be verified Annual cleaning of evaporator and condenser coils, condensate trap, and drain pan will be performed Proper operation of add-on equipment will be verified (e.g., UV UV Ultraviolet , humidifier, electrostatic filter) Environmental conditions will be considered when selecting and installing coils (e.g., special corrosion-protected units)	Ensure proper maintenance of equipment
5.3002.12i Package system unit commissioning	Before commissioning startup, test and balance reports will be provided Thermostats or building automation control will be verified to be functioning properly Properly working sequence of operations will be verified Properly functioning outdoor air, return air, supply air, CO2, and enthalpy sensor will be verified (if installed) Proper operation of mixed air damper will be verified Proper operation of reversing valve will be verified in heat pump units Drains will be clear of debris and obstructions Proper operation of motorized dampers will be verified In 3-phase units, the correct rotation of blower, condenser fans, and compressor will be verified Correct voltage level coming into unit will be verified Proper heating and cooling operation will be verified as in accordance with manufacturer specifications In heat pumps, proper defrost cycle operation will be verified Proper operation of safety switches will be verified	Ensure optimum performance
5.3002.12j Variable refrigerant flow (VRF) installation	Building electrical characteristics, such as voltage and phase, will be checked to ensure proper equipment is selected Maximum weight of refrigerant in a single space will not exceed the maximum allowed by ASHRAE ASHRAE American Society of Heating, Refrigerating and Air-Conditioning Engineers, www.ashrae.org Total equivalent length of refrigerant piping will not exceed manufacturer rating Proper location and clearances will be maintained in accordance with manufacturer specifications Each unit will be installed with a condensate drain (some situations require a pump) Wall-mounted thermostats will be used Location of branch controller will be selected for non-occupied areas Outdoor air ventilation filter will be present	Reduce noise
5.3002.12k VRF maintenance	Filters will be replaced in accordance with manufacturer specifications Annual cleaning of indoor and outdoor coils will be performed Environmental conditions will be considered when selecting and installing coils (e.g., special corrosion-protected units)	Ensure proper maintenance
5.3002.12l VRF commissioning	Thermostats will be verified to be functioning properly If installed, operation of ventilation damper will be verified Proper refrigerant charge will be verified Power supply will be verified (single phase units supply power from the outdoor units to the indoor units)	Reduce total system cost Ensure equipment operates at optimal efficiency Ensure equipment durability
5.3002.12m Ductless mini split installation	System will be a ductless mini split and not a VRF system Ductwork will not be installed Building phase will be checked to ensure proper equipment is selected Total equivalent length of refrigerant piping will not exceed manufacturer specifications Proper location and clearances will be maintained in accordance with manufacturer specifications Each unit will be installed with a condensate drain (some situations require a pump) Wall-mounted thermostats will be used	Reduce total system cost Ensure equipment operates at optimal efficiency Ensure equipment durability
5.3002.12n Ductless mini split maintenance	Maintenance will be scheduled in accordance with ANSI ANSI American National Standards Institute, www.ansi.org / ACCA ACCA Air Conditioning Contractors of America, www.acca.org / ASHRAE ASHRAE American Society of Heating, Refrigerating and Air-Conditioning Engineers, www.ashrae.org Standard 180 Standard Practice for Inspection and Maintenance of Commercial Building HVAC HVAC Heating, ventilation, and air conditioning Systems Maintenance procedures include, but are not limited to, the following: Filters will be replaced in accordance with manufacturer specifications Annual cleaning of indoor and outdoor coils will be performed	Reduce total system cost Ensure equipment operates at optimal efficiency Ensure equipment durability
5.3002.12o Ductless mini split commissioning	Thermostats will be verified to be functioning properly Ventilation damper will be operational if outside air ducting is available, and airflow will be adjusted to provide the proper amount	Reduce total system cost Ensure equipment operates at optimal efficiency Ensure equipment durability
5.3002.12p Package terminal air conditioner (PTAC) or package terminal heat pump (PTHP) installation	PTAC sleeve will be sealed to envelope Envelope The separation between the interior and exterior environments of a building that includes a combination of air and thermal barrier Condensate will be piped away from the building when required by manufacturer specifications Ducted PTACs will be used for conditioning multiple rooms Structure will be able to support the unit PTAC will be selected with outdoor air intake unless other ventilation strategy is present Each unit will be installed with a condensate drain (some situations require a pump) Environmental conditions will be considered when selecting and installing coils (e.g., special corrosion-protected units)	Ensure equipment operates at optimal efficiency Ensure equipment durability
5.3002.12q PTAC or PTHP maintenance	Maintenance will be scheduled in accordance with ANSI ANSI American National Standards Institute, www.ansi.org / ACCA ACCA Air Conditioning Contractors of America, www.acca.org / ASHRAE ASHRAE American Society of Heating, Refrigerating and Air-Conditioning Engineers, www.ashrae.org Standard 180 Standard Practice for Inspection and Maintenance of Commercial Building HVAC HVAC Heating, ventilation, and air conditioning Systems Maintenance procedures include, but are not limited to, the following: Filters will be replaced in accordance with manufacturer specifications Drains will be clear of debris and obstructions Annual cleaning of coils will be performed	Ensure equipment operates at optimal efficiency Ensure equipment durability
5.3002.12r PTAC or PTHP commissioning	Thermostats will be verified to be functioning properly Ventilation damper will be operational if outside air ducting is available If present, proper operation of heating valve will be verified Drains will be clear of debris and obstructions	Ensure equipment operates at optimal efficiency Ensure equipment durability
5.3002.12s Cooling towers installation	Location of unit will minimize overspray and noise impact on neighboring properties Overspray will not be directed toward air intakes Structure will be able to support the unit Vibration isolators will be provided Elevation of tower will be selected in relation to the net positive suction head required at the pump and in accordance with manufacturer specifications Appropriate drainage will be available in accordance with local code Capacity control will be in accordance with the sequence of operations (e.g., two-speed or variable speed) Manufacturer specifications will be followed when alternative storage methods are used (e.g., ice storage, ice tanks) Environmental design conditions will account for sump heaters, water treatment requirements, conservation regulations, and possible restrictions of usage	Ensure equipment operates at optimal efficiency Ensure durability of equipment Minimize energy usage Minimize health concerns (e.g., Legionnaires' disease)
5.3002.12t Cooling towers (rain water option) maintenance	Maintenance will be scheduled in accordance with ANSI ANSI American National Standards Institute, www.ansi.org / ACCA ACCA Air Conditioning Contractors of America, www.acca.org / ASHRAE ASHRAE American Society of Heating, Refrigerating and Air-Conditioning Engineers, www.ashrae.org Standard 180 Standard Practice for Inspection and Maintenance of Commercial Building HVAC HVAC Heating, ventilation, and air conditioning Systems Maintenance procedures include, but are not limited to, the following: Manufacturer-recommended maintenance procedures will be performed Media will be cleaned Strainers will be cleaned Motors and/or belts will be serviced Drains will be clear of debris and obstructions Water treatment levels will be maintained Debris will be cleaned from sump Annual cleaning of coils will be performed Structural supports will be checked	Ensure equipment operates at optimal efficiency Ensure durability of equipment Minimize energy use Minimize health concerns (e.g., Legionnaires' disease)
5.3002.12u Cooling towers commissioning	Unit installed to manufacturer specifications will be verified Secondary overflow drain operation will be verified Proper operation of make-up water level detector will be verified If multitowers exist, proper operation of the equalizer line will be verified If applicable, proper sump heater operation will be verified Proper installation of water treatment will be verified If rain water system is used, proper operation of controls will be verified Proper installation of tower fill media will be verified Capacity controls operating in accordance with the sequence of operations will be verified If applicable, proper operation of submeter will be verified	Ensure equipment operates at optimal efficiency Ensure durability of equipment Minimize energy use Minimize health concerns (e.g., Legionnaires' disease)
5.3002.12v Economizers installation	Economizer, if installed, will be located away from pollutant sources Need for economizer outdoor air damper will be determined in accordance with ASHRAE ASHRAE American Society of Heating, Refrigerating and Air-Conditioning Engineers, www.ashrae.org 90.1 minimum requirements or local code Unit will be installed with carbon dioxide (CO2) control in high occupancy spaces (demand control ventilation) If unit economizer is part of fire life safety function, it will be tested for proper operation and control Economizer, power exhaust, or relief dampers will be verified for proper function and operation	Minimize health concerns Ensure equipment operates at optimal efficiency Ensure durability of equipment
5.3002.12w Economizers maintenance	Maintenance will be scheduled in accordance with ANSI ANSI American National Standards Institute, www.ansi.org / ACCA ACCA Air Conditioning Contractors of America, www.acca.org / ASHRAE ASHRAE American Society of Heating, Refrigerating and Air-Conditioning Engineers, www.ashrae.org Standard 180 Standard Practice for Inspection and Maintenance of Commercial Building HVAC HVAC Heating, ventilation, and air conditioning Systems Maintenance procedures include, but are not limited to, the following: CO2 and temperature/enthalpy sensors will be calibrated Smoke detector operation will be verified Proper motorized damper operation will be verified Lubrication and damper linkage adjustments will be maintained	Minimize health concerns Ensure equipment operates at optimal efficiency Ensure durability of equipment
5.3002.12x Economizers commissioning	Properly working sequence of operations will be verified based on manufacturer specifications Proper operation of the outdoor air, return air, supply air, CO2, and enthalpy sensor will be verified based on manufacturers specifications Proper operation of mixed air damper will be verified based on manufacturer specifications Proper operation of motorized dampers will be verified based on manufacturer specifications Smoke detector and CO2 sensor interaction with the damper will be verified based on manufacturer specifications Pressure relief system will be verified as working when economizer is open	Minimize health concerns Ensure equipment operates at optimal efficiency Ensure durability of equipment
5.3002.12y Water source heat pump installation	Condensate will be piped to a properly sized sanitary drain Type of refrigerant will be acceptable to the project type Unit operational efficiencies will meet minimums as required by ASHRAE ASHRAE American Society of Heating, Refrigerating and Air-Conditioning Engineers, www.ashrae.org 90.1 Structure will be able to support the unit Each unit will be installed with a properly trapped condensate drain in accordance with manufacturer specifications (some situations require a pump) Unit will be installed with CO2 control in high occupancy spaces (demand control ventilation) Smoke detectors will be installed on systems that are greater than 2,500 CFM CFM Cubic feet per minute Two-way valves will be installed that open when the thermostat calls for heating or cooling	Minimize health concerns Ensure equipment operates at optimal efficiency Ensure durability of equipment
5.3002.12z Water source heat pump maintenance	Maintenance will be scheduled in accordance with ANSI ANSI American National Standards Institute, www.ansi.org / ACCA ACCA Air Conditioning Contractors of America, www.acca.org / ASHRAE ASHRAE American Society of Heating, Refrigerating and Air-Conditioning Engineers, www.ashrae.org Standard 180 Standard Practice for Inspection and Maintenance of Commercial Building HVAC HVAC Heating, ventilation, and air conditioning Systems Maintenance procedures include, but are not limited to, the following: Filters will be replaced in accordance with manufacturer specifications Annual cleaning of the coil and drain pan will be performed Proper operation of add-on equipment will be verified (e.g., UV UV Ultraviolet , humidifier, electrostatic filter) Thermostats will be verified to be functioning properly CO2 sensor will be calibrated Smoke detector operation will be verified Environmental conditions will be considered when selecting and installing coils (e.g., special corrosion-protected units)	Minimize health concerns Ensure equipment operates at optimal efficiency Ensure durability of equipment
5.3002.12aa Water source heat pump commissioning	Thermostats will be verified to be functioning properly Proper operation of mixed air damper will be verified Proper operation of two-way valve will be verified Drains will be clear of debris and obstructions	Minimize health concerns Ensure equipment operates at optimal efficiency Ensure durability of equipment
5.3002.12ab Fan coil units installation	Four-pipe systems, where applicable, will be installed in order to take advantage of simultaneous heating and cooling Condensate will be piped to a properly sized sanitary drain Adequate structural support will be verified for unit Each unit will be installed with a properly trapped condensate drain in accordance with manufacturer specifications (some situations require a pump) Unit will be installed with CO2 control in high occupancy spaces (demand control ventilation) Filtration minimum efficiency reporting value ( MERV MERV Minimum efficiency reporting value ) level will be appropriate for type of space and equipment If the building operates with a pneumatic system, the following components will be serviced and maintained: air compressor, air dryer system, thermostats, actuators, receiver controllers, sensors, and miscellaneous components, such as pneumatic electric, electric pneumatic solenoid, and solenoid switches	Ensure equipment operates at optimal efficiency Ensure durability of equipment Minimize energy usage Minimize health concerns (e.g., Legionnaires' disease)
5.3002.12ac Fan coil units maintenance	Maintenance will be scheduled in accordance with ANSI ANSI American National Standards Institute, www.ansi.org / ACCA ACCA Air Conditioning Contractors of America, www.acca.org / ASHRAE ASHRAE American Society of Heating, Refrigerating and Air-Conditioning Engineers, www.ashrae.org Standard 180 Standard Practice for Inspection and Maintenance of Commercial Building HVAC HVAC Heating, ventilation, and air conditioning Systems Maintenance procedures include, but are not limited to, the following: Filters will be replaced in accordance with manufacturer specifications Annual cleaning of the coil and drain pan will be performed Proper operation of add-on equipment will be verified (e.g., UV UV Ultraviolet , humidifier, electrostatic filter) Thermostats will be verified to be functioning properly CO2 sensor will be calibrated Smoke detector operation will be verified Environmental conditions will be considered when selecting and installing coils (e.g., special corrosion-protected units)	Ensure equipment operates at optimal efficiency Ensure durability of equipment Minimize energy use Minimize health concerns (e.g., Legionnaires' disease)
5.3002.12ad Fan coil units commissioning	Thermostats will be verified to be functioning properly If applicable, proper operation of heating and cooling valve will be verified Drains will be clear of debris and obstructions	Ensure equipment operates at optimal efficiency Ensure durability of equipment Minimize energy use Minimize health concerns (e.g., Legionnaires' disease)
5.3002.12ae Wall furnace installation	Penetrations through exterior walls will be sealed with the appropriate air sealing material Adequate structural support will be verified for unit A carbon monoxide detector will be installed in the rooms where the wall furnace is located Filtration MERV MERV Minimum efficiency reporting value level will be appropriate for type of space and equipment	Ensure occupant health and safety Ensure system efficiency
5.3002.12af Wall furnace maintenance	Maintenance will be scheduled in accordance with ANSI ANSI American National Standards Institute, www.ansi.org / ACCA ACCA Air Conditioning Contractors of America, www.acca.org / ASHRAE ASHRAE American Society of Heating, Refrigerating and Air-Conditioning Engineers, www.ashrae.org Standard 180 Standard Practice for Inspection and Maintenance of Commercial Building HVAC HVAC Heating, ventilation, and air conditioning Systems Maintenance procedures include, but are not limited to, the following: Filters will be replaced in accordance with manufacturer specifications Thermostats will be verified to be functioning properly	Ensure equipment operates at optimal efficiency Ensure durability of equipment Minimize energy use
5.3002.12ag Wall furnace commissioning	Thermostats will be verified to be functioning properly Filters will be verified to be clear of debris Temperature rise will be within manufacturer specifications Gas pressure will be within manufacturer specifications A combustion analysis test will be performed and documented	Ensure equipment operates at optimal efficiency Ensure durability of equipment Minimize energy use