2015, Air Conditioning Contractors of America 2800 S. Shirlington Road, Suite 300 Arlington, VA Reprinted January 2016

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2 DISCLAIMER AND LEGAL NOTICE This Stard all earlier wking/review drafts of this Stard are protected by copyright. By making this document available f use adoption by public authities others, ACCA does not waive any rights in copyright to this document. No part of this Stard, earlier wking/review drafts of this Stard may be reproduced, sted in a retrieval system, transmitted in any fm by any technology without permission from ACCA. Address requests to reproduce, ste, transmit to: ACCA offices in Arlington, Virginia. 2015, Air Conditioning Contracts of America 2800 S. Shirlington Road, Suite 300 Arlington, VA Reprinted January 2016 Adoption by Reference Public authities others are encouraged to reference this document in laws, dinances, regulations, administrative ders, similar instruments. Any deletions, additions, changes desired by the adopting authity must be noted separately. The term adoption by reference means the citing of title publishing infmation only. Disclaimer Legal Notice Diligence has been exercised in the production of this Stard. The content is based on an industry consensus of recognized good practices. The guidance provided by this publication does not constitute a warranty, guarantee, endsement of any concept, observation, recommendation, procedure, process, fmula, data-set, product, service. ACCA, members of the Stards Development Committee, Review Committee, Stards Task Team, the document reviewers, do not warranty guarantee that the infmation contained in this publication is free of errs, omissions, misinterpretations, that it will not be modified invalidated by additional scrutiny, analysis, investigation. The entire risk associated with the use of the infmation provided by this Stard is assumed by the user. ACCA does not take any position with respect to the validity of any patent copyrights asserted in connection with any items, processes, procedures, apparatus which are mentioned in, are the subject of, this document. ACCA disclaims liability of the infringement of any patent resulting from the use of reliance on this document. Users of this document are expressly advised that determination of the validity of any such patent copyrights, the risk of infringement of such rights, is entirely their own responsibility. Users of this document should consult applicable federal, state, local laws regulations. ACCA does not, by the publication of this document, intend to urge action that is not in compliance with applicable laws, this document may not be construed as doing so. Nothing in this Stard should be construed as providing legal advice, the content is not a substitute f obtaining legal counsel from the reader s own lawyer in the appropriate jurisdiction state.

3 ACKNOWLEDGEMENTS Page i ACKNOWLEDGEMENTS ACCA acknowledges the guidance diligence provided by the diverse expertise embodied in the membership of the 2015 QI Specification Review Committee: C O N T R A C T O R S Ellis Guiles (HT Lyons; Allentown, PA) Ted Konechne (Tempo Mechanical Services; Irving, TX) Rob Minnick (Minnicks; Laurel, MD) John Van Hne (Arundel Cooling Heating; Linthicum, MD) Eric Woerner (Direct Energy US Home Services; Miamisburg, OH) U T I L I T Y O E M S G OV. A S S O C I A T I O N S T R A I N. A L L I E D Scott Higa (Southern Califnia Edison; Rosemead, CA) Marshall Hunt (Pacific Gas & Electric; Davis, CA) Bill Snyder (Duke Energy; St. Petersburg, FL) Jeff Cross (WaterFurnace International; Ft Wayne, IN) Gary Gegette (Carrier Cp.; Indianapolis, IN) Ray Grerson (Rheem Manufacturing; Ft Smith, AR) Hung Pham (Emerson Climate Technologies; Sidney, OH) Hugo Aguilar (IAPMO; Ontario, CA) Luis Escobar (ACCA; Arlington, VA) Eli Howard (SMACNA; Chantilly, VA) John Jones (BPI; Malta, NY) Lauren Liecau (CEE; Boston, MA) Warren Lupson (AHRI; Arlington, VA) Shawn Martin (ICC; Pittsburgh, PA) Dean Gamble (U.S. EPA ENERGY STAR; Washington, DC) Brent Ursenbach (Salt Lake County; Salt Lake City, UT) Iain Walker (Lawrence Berkley National Labaty; Berkley, CA) Martin Weil (U.S. General Services Administration; Arlington, VA) Jack Rise (Jack Rise HVAC Technical Training; Tampa, FL) Dave Swett (Real Wld HVAC Inc; Shelby, NE) Kristin Heinemeier (UC Davis Western Cooling Efficiency Center; Davis, CA) Mike Lubliner (WSU Energy Program; Olympia, WA) Lou Marrongelli (Conservation Service Group; Albany, NY) Bill Spohn (TruTech Tools; Akron, OH) Dennis Stroer (Calcs-Plus; Nth Venice, FL)

4 Page ii ACKNOWLEDGEMENTS ACCA gratefully acknowledges the direction, guidance encouragement provided by the diverse expertise embodied in the membership of the QI Specification Review Committee (2010) QI Specification Development Committee (2007): 2010 Review Committee 2007 Development Committee C O N T R A C T O R S Richard Dean (Environmental System Associates) Ellis Guiles (TAG Mechanical Systems) Stan Johnson (Stan s Heating Air Conditioning) Skip Snyder (Snyder Company) Larry Tayl (Air Rite Air Conditioning) Eric Woerner (Airtron) Robert Feathers (B. F. Mechanical) Gregy J. Goater (Isaac Heating & Air Conditioning) Joe Presley (Tri-City Mechanical) Larry D. Sambrook (Indo Air Quality Netwk) Mitchell Slavensky (ACS Controls) Skip Snyder (Snyder Company) U T I L I T Y P R O G. A D M I N I S T R A T O R S O E M S A S S O C I A T I O N S & O T H E R S Paul Kyllo (Southern Califnia Edison) Buck Tayl (Roltay) Manny Cano (Lennox) Daniel L. Ellis (Climate Master) Gary E. Gegette (Carrier) Raymond Grerson (Rheem) Joe C. Leonard, Jr. (Allied Air Enterprises) Chris Mann (Water Furnace International) Hung M. Pham (Emerson) Bill Spohn, P.E. (TruTech Tools) Chris Gra (Grasteu Associates) Glenn C. Hourahan, P.E. (ACCA) Ted Leopkey (EPA) Michael Lubliner (WSU Energy Program) Warren Lupson (AHRI) Patrick L. Murphy (NATE) Harvey M. Sachs, Ph. D (ACEEE) Frank Stanonik (AHRI) John Tayl (CEE) John Jones (NYSERDA) David P. Manoguerra (Pacific Gas & Electric) Christopher Neme (VEIC/NEEP) R. Anthony Pierce (Southern Califnia Edison) Michael G. Stephens (TXU Electric Delivery) Buck Tayl (Massachusetts CoolSmart) Gary E. Gegette (Carrier) Raymond Grerson (Rheem) Joe C. Leonard, Jr. (Allied Air Enterprises) James W. Muncie (American Stard) Hung M. Pham (Emerson) Glenn C. Hourahan, P.E. (ACCA) Patrick L. Murphy (NATE) William J. Parlapiano, III (BPI) Harvey M. Sachs, Ph. D. (ACEEE) Frank Stanonik (GAMA) John Tayl (CEE) Chler von Schrader (EPA Energy Star)

5 ACKNOWLEDGEMENTS Page iii ADDITIONAL ACKNOWLEDGEMENTS This document has received helpful comments input from numerous knowledgeable individuals from the 2007 development through the 2015 update. These included: Jerry Adams (TXU Electric Delivery; Dallas, TX) Mark M. Anderson (Ctez Heating & Air Conditioning, Inc; Bradenton, FL) Ron Bladen (Fairfax County Code Specialist II; Fairfax, VA) Linda Cavalluzzi (Long Isl Power Authity; Long Isl, NY) Gege Chapman (Constium f Energy Efficiency; Boston, MA) Christine Colditz (Laco Mechanical Services; Elk Grove Village, IL) Wes Davis (Air Conditioning Contracts of America; Arlington, VA) David Dugger (Shoffner Mechanical & Industrial; Knoxville, TN) Janis Erickson (Sacramento Municipal Utility District; Sacramento, CA) Glenn Friedman, P.E. (Tayl Engineering; Alameda, CA) James E. Gilroy (PacifiCp; Ptl, OR) Ellis G. Guiles, Jr. P.E. (TAG Mechanical Systems, Inc.; Syracuse, NY) Sally Hamlin (US EPA, Stratospheric Protection Division; Washington. DC) Jeff Hammond (Enertech Manufacturing, LLC; Greenville IL) Quinn Hart, P.E. (Head Quarters Air Fce Civil Engineers; Tyndall AFB, FL) Glenn Hourahan, P.E. (ACCA; Arlington, VA) Larry Jeffus (Consultant to TXU Electric Delivery; Dallas TX) Scott Jones (GeoSystems LLC (A subsidiary of Research Products Cp; Maple Grove, MN) Lawrence Johnson (U.S. Air Fce; Minot, ND) Tom Kavounas (Albemarle Heating & Air; Charlottesville, VA) Joseph Kounen (Building Perfmance Institute; Malta, NY) Warren Lupson (Lupson & Associates; Silver Spring, MD) Xiaobing Liu, Ph.D. (Oak Ridge National labaty; Oak Ridge, TN) Kevin B McCray (National Ground Water Association; Westerville, OH) Michael McLaughlin (Southl Industries; Dulles, VA) Lisa Meline, P.E. (Meline Engineering Cpation; Sacramento, CA) Arthur T. Miller (Community College of Allegheny County; Pittsburgh, PA) Wayne W. Mulholl (Tri County Mechanical; Azle, TX) John Parker (retired: Alabama Power Company; Verbena, AL) Donald Prather (Air Conditioning Contracts of America; Arlington, VA) John Proct (Proct Engineering Group; San Rafael, CA) Maggie Ramos (Long Isl Power Authity, Long Isl, NY) Thomas A. Robertson (Baker Distributing Company; Jacksonville, FL) Leslie Sler (consultant; Fairfax Station, VA)

6 Page iv ACKNOWLEDGEMENTS Dick Shaw (Air Conditioning Contracts of America; Arlington, VA) Bruce Silverman (Airite Air Conditioning; Tampa, FL) William W. Smith (Elite Software; College Station, TX) David Swett (HVAC Training Center; Omaha, NE) Neil Sybert (San Diego Gas & Electric; San Diego, CA) Surumi J. Thpe-Hudacsko (Silver Spring, MD) Peter M. Van Lancker (Rheem Air Conditioning; Ft Smith, AR) Martin J. Weil, P.E. (Alexria, VA) Richard F. Welguisz (Trane; Tyler, TX) Richard Wirtz (Heating, Airconditioning & Refrigeration Distributs International; Columbus, OH) Tom Yacobellis (Ductbusters Incpated; Dunedin, FL)

7 FOREWORD Page v FOREWORD [This Fewd is not part of the Stard. It is merely infmative does not contain requirements necessary f confmance to the Stard. It has not been processed accding to the ANSI requirements f a stard may contain material that has not been subject to public review a consensus process. Unresolved objects on infmative material are not offered the right to appeal at ACCA ANSI.] Market Awareness A significant market opptunity f improving the quality of HVAC equipment installations service involves raising the awareness of consumers building owners / operats about the benefits provided by professional contracts following industry-recognized quality installation practices (e.g., crect equipment selection, installation, commissioning). Building owners / operats residential consumers need to be infmed of the links between comft, humidity levels, utility bills, indo air quality, with a proper HVAC system design installation. Once aware, consumers will better underst the value of a quality installation (QI) from their HVAC contract. Consumers building owners/operats who underst QI will also help position consumers building owners / operats to consider the complete value-to-cost equation, not merely the first price, when making HVAC equipment purchasing decisions. Customers who select contracts that promote QI high perfmance HVAC equipment enjoy enhanced comft, reduced energy usage, improved occupant productivity, enhanced occupant safety. Industry Need There is a need to establish a perfmance bar to improve the ce competencies of contracts to ensure that quality installations occur. This is beneficial not only as a process improvement f HVAC businesses, but, me imptantly, f fulfilling the needs of building owners/operats in quality installations comftable, safe, energy-efficient indo environments. This Stard provides a universally accepted definition f quality installation across a broad spectrum of the HVAC industry (e.g., manufacturers, distributs, contracts, user groups, customers, utilities, efficiency advocates, trade associations, professional societies, governmental agencies). Full observance of the quality installation elements may increase the initial first cost to the residential commercial building owner/operat. However, the increased value resulting from improved energy efficiency, better comft, enhanced indo air quality (IAQ), improved equipment reliability, longer equipment life, etc. is expected to far exceed any added upfront price. Additionally, adherence to the elements in this specification provides intangible societal benefits in the fm of reduced power grid energy dem that aids in reducing pollution dependence on feign oil. Stard Intent This Stard is written with the intent that various HVAC industry stakeholders may use the criteria in diverse manners f new construction as well as replacement applications. Examples include: Contracts to demonstrate their commitment to quality HVAC installations in residential commercial building applications; Equipment manufacturers to highlight encourage quality contract practices, resulting in better equipment perfmance durability; HVAC trainers to assist in the ongoing development of appropriate course curricula training programs; Utilities to integrate the requirements into their incentive programs; Building owners/operats to identify quality contract practices to ensure that quality installations are received; Certification bodies to develop perfmance-based personnel certifications f individuals installing maintaining HVAC equipment.

8 Page vi INTRODUCTION INTRODUCTION [This Introduction is not part of the Stard. It is merely infmative does not contain requirements necessary f confmance to the Stard. It has not been processed accding to the ANSI requirements f a stard may contain material that has not been subject to public review a consensus process. Unresolved objects on infmative material are not offered the right to appeal at ACCA ANSI.] In this Stard, the QI elements focus on the application how well the system is selected actually installed. QI is me than just using high-efficiency products systems. The crect design, proper installation, final testing have a large impact on occupant satisfaction energy savings. [Quantification of energy penalties from not observing the QI elements are detailed in a research investigation completed September 2014 by the National Institute of Stards Technology; available as a free download from F this Stard, ce areas that characterize a quality installation include: Design Aspects: Ventilation Building heat gain/loss load calculations Proper equipment capacity selection Geothermal heat pumps ground heat exchanger Matched systems Equipment Installation Aspects: Airflow through indo heat exchangers Water flow through heat exchangers Refrigerant charge Electrical requirements On-rate f fuel- fired equipment Combustion venting system System controls Distribution Aspects: Duct leakage Airflow balance Hydronic balance System Documentation Owner Education Aspects: Proper system documentation to the owner Owner/operat education The requirements of this Stard are applicable to all equipment included in the Scope Sections 2.1 (Equipment Types) 2.2 (Equipment Systems/Components). The requirements are equally applicable to minimum- through high-efficiency equipment. This Stard, focusing on new installation requirements, assumes that HVAC equipment components are in new, facty clean condition. However, if the HVAC equipment is operated during construction phases, otherwise allowed to deviate from nmal cleanliness / maintenance parameters, then the HVAC systems may not perfm as expected even when proper installation procedures are observed. In these instances, it may first be necessary to perfm system maintenance, to reste the equipment cleanliness condition befe functional testing verification is undertaken. Users of this Stard are encouraged to review the references in Appendix E pertaining to HVAC system maintenance cleaning. This Stard details a level of perfmance that, if satisfactily achieved, serves as an indicat that sound industry practices were followed during the design equipment installation phases. Users of this document are advised to consider additional good practices not provided in the body of this Stard. An illustrative list of additional imptant good practices considerations is presented in infmative Appendix A. F reference, infmative Appendix B contains the under- over-sizing limits extracted from ANSI/ACCA 3 Manual S Infmative Appendix C identifies business practices that contracts may find advantageous in positioning themselves to deliver quality installations on a consistent basis in the field. F convenience to the user, infmative Appendix D contains generallyaccepted industry definitions f a number of terms acronyms used within the Stard. Finally, infmative Appendix E highlights other references that may aid in the design, installation, servicing, maintenance, cleaning of HVAC systems. Program Administrats Program Participants are encouraged to also review ANSI/ACCA 9 QIvp (HVAC Quality Installation Verification Protocols). The QIvp Stard establishes minimum requirements f verifying that residential light commercial HVAC systems meet the requirements of this QI Stard.

9 TABLE OF CONTENTS Page vii TABLE OF CONTENTS Acknowledgements... i Fewd... v Introduction... vi 1.0 PURPOSE SCOPE Equipment Types Equipment Systems / Components DESIGN ASPECTS Ventilation Building Heat Gain / Loss Load Calculations Proper Equipment Capacity Selection Geothermal Heat Pump Ground Heat Exchanger Matched Systems EQUIPMENT INSTALLATION ASPECTS Airflow Through Indo Heat Exchangers Water Flow Through Indo Heat Exchangers Refrigerant Charge Electrical Requirements On-Rate f Fuel-Fired Equipment Combustion Venting System System Controls DISTRIBUTION ASPECTS Duct Leakage Airflow Balance Hydronic Balance SYSTEM DOCUMENTATION AND OWNER EDUCATION ASPECTS Proper System Documentation to the Owner Owner/Operat Education Appendix A Additional Elements f Quality Installations Appendix B Equipment Sizing Limits Appendix C Quality Assured Contract Elements Appendix D Definitions Appendix E Pertinent HVAC Bibliography & Resources... 39

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11 PURPOSE & SCOPE Page PURPOSE This Stard details the nationally-recognized minimum criteria f the proper installation of HVAC systems in residential commercial applications. 2.0 SCOPE This Stard applies to HVAC equipment/components being installed in new existing residential commercial buildings: 2.1 EQUIPMENT TYPES Unitary air conditioners, air-source/water-source heat pumps, geothermal heat pumps, Furnaces (gas-fired, oil-fired, electric, other), Boilers (gas-fired, oil-fired, electric, other). EXCEPTIONS: Due to differing design aspects control/operation situations, built-up systems (i.e., chillers, custom specialty-built penthouse units, etc.) are not included in this Stard. Buildings employing built-up systems are generally designed by architects professional engineers. Additionally, commercial buildings using built-up equipment are me likely to benefit from increased owner scrutiny via building commissioners, owner agents, etc. 2.2 EQUIPMENT SYSTEMS / COMPONENTS Heating Systems / Components Single-zone Multi-zone a) Heating-only equipment heat pumps including air-source, water-source, geothermal heat pumps; b) Hot-water coil / fin-tube radiation, / unit heaters, / unit ventilats; c) Electric resistance coil / fin-tube radiation, / gas unit heaters, / unit ventilats; d) Hot air heating (fossil fuel electric furnace, direct-fired indirect-fired makeup air equipment); e) Radiant heat equipment Cooling Systems / Components Single-zone Multi-zone a) Cooling-only equipment heat pumps including air-source, water-source, geothermal heat pumps; b) Rooftop single-zone, rooftop multi-zone (hot-deck/cold-deck); c) Single-zone unitary (packaged terminal air conditioners/heat pumps, splitcoil-ductless).

12 Page 2 DESIGN ASPECTS 3.0 DESIGN ASPECTS This Section focuses on the upfront design procedures/tasks 1 undertaken befe the equipment is actually installed. 3.1 VENTILATION The contract shall ensure that ventilation calculations are perfmed f HVAC system installations/replacements REQUIREMENTS The contract shall ensure building ventilation requirements (outside air, exhaust air, building pressurization) are perfmed to recognized stards, codes, requirements per authity having jurisdiction (AHJ) ACCEPTABLE PROCEDURES The contract shall follow an appropriate methodology (e.g., ASHRAE ) to perfm building ventilation calculations ACCEPTABLE DOCUMENTATION The contract shall include documentation in the installation file indicating that the ventilation calculations were addressed BUILDING HEAT GAIN / LOSS LOAD CALCULATIONS The contract shall ensure that heat loss heat gain load calculations are perfmed f HVAC system installations/replacements REQUIREMENTS The contract shall ensure: a) F NEW CONSTRUCTION, with modification of the existing duct system hydronic piping system, room-by-room heat gain/loss load calculations are completed, 1 Infmative Note: During the HVAC system design process, duct sizing calculations need be undertaken to meet the requirements of ACCA 1 Manual D 2014, ACCA Manual Q, comply with codes to satisfy QI requirements: 4.1 & 4.2 Airflow & water flow Across Indo Heat Exchangers 5.2 Airflow Balance 2 Mechanical ventilation connected to the HVAC system shall not allow the entering mixed-air temperature to be outside the temperature humidity limits of the OEM heating air conditioning equipment requirements. 3 The ventilation load is to be included in the overall heat gain/loss load calculations ( 3.2)

13 DESIGN ASPECTS Page 3 b) F EXISTING CONSTRUCTION, without modification of the existing duct system hydronic piping system, block load heat gain/loss load calculations are completed. NOTE 1. EXISTING BUILDING EXCEPTION: Building heat gain / loss load calculations are not required if the iginal load calculations are on h accurately reflect the building s current construction use. NOTE 2. LOAD CALCULATIONS: Room-by-room load calculations may be undertaken if so chosen by the contract ACCEPTABLE PROCEDURES The contract shall perfm one of the following acceptable procedures f fulfilling the desired criteria: a) Follow an appropriate methodology/procedure to perfm building load calculations per ACCA Manual J, ACCA Manual N, other approved equivalents per the AHJ 4, b) Confirm that the calculations were perfmed by a qualified third party per the requirements of a above ACCEPTABLE DOCUMENTATION The contract shall provide evidence of the following: a) Fm J1 N1, Wksheets A included in the installation file, b) Equivalent load calculation documentation in the installation file. 3.3 PROPER EQUIPMENT CAPACITY SELECTION The contract shall ensure that equipment is properly sized selected pri to being installed REQUIREMENTS The contract shall ensure the selected equipment satisfies the building s load requirements at the design conditions, that the equipment capacity (at the design conditions) falls within the minimum maximum sizing limits specified in recognized industry stards ACCEPTABLE PROCEDURES The contract shall use OEM perfmance infmation shall adhere to one of the following f capacity limits: a) F RESIDENTIAL APPLICATIONS, ACCA Manual S, 4 Visit f a list of ACCA approved software.

14 Page 4 DESIGN ASPECTS b) F COMMERCIAL APPLICATIONS, ACCA Manual CS, OEM guidelines, OEM equipment selection programs, other approved equivalent per the AHJ. NOTE. SIZING LIMITS TABLE: F convenience to the user, infmative Appendix B (Equipment Sizing Limits) references under- over-sizing limits contained within ANSI/ACCA 3 Manual S ACCEPTABLE DOCUMENTATION The contract shall provide evidence of the following: a) Equipment perfmance infmation/calculations f the design conditions in the installation file, b) Written job documentation checklist in installation file. 3.4 GEOTHERMAL HEAT PUMP GROUND HEAT EXCHANGER The contract shall observe industry-recognized design practices f the proper design of the exteri ground heat exchanger REQUIREMENTS The contract shall ensure ground heat exchangers are designed to satisfy the HEATING AND COOLING load requirements of the building. i. The ground interface heat exchanger fluid 5 temperatures [extremes] flow rates used as the basis f design equipment capacity are within the range specified in OEM guidelines, ii. The ground heat exchange design methodology incpates: - building loads total installed equipment capacity, - ground heat exchanger type, materials, geometry, - soil thermal characteristics, - climatic characteristics of the project location ACCEPTABLE PROCEDURES The contract shall follow OEM guidance, recognized industry practices (ASHRAE, IGSHPA, NGWA), procedures approved by the AHJ ACCEPTABLE DOCUMENTATION The contract shall include documentation in the installation file indicating that the ground heat exchanger design objectives were met using OEM, IGSHPA, NGWA, ASHRAE, procedures approved by the AHJ. 5 Fluids may be water- antifreeze solution f closed loop ground heat exchangers - refrigerants in DXbased ground heat exchangers. Verify fluid is allowed by local ground water authity administrative authity.

15 DESIGN ASPECTS Page MATCHED SYSTEMS The contract shall ensure that heating cooling equipment are properly matched systems as identified by industry-recognized certification programs REQUIREMENTS The contract shall ensure that the indo outdo equipment are properly matched ACCEPTABLE PROCEDURES The contract shall use one of the following acceptable procedures f fulfilling the desired criteria: a) Confirmation of system matching compliance as compared to a recognized product certification database (AHRI Product Certification directy/database CEE directy of AHRI-verified equipment), b) Confirmation of the matched system operational perfmance data to OEM documentation f all equipment being installed (i.e., air hling unit, indo coil, outdo condensing unit), c) OEM certification letter specific to the equipment as designed installed ACCEPTABLE DOCUMENTATION The contract shall provide evidence of the following: a) Copy of the AHRI CEE-AHRI recd/certificate, with appropriate reference number indicated f the matched system, in the installation file, b) Copy of OEM-provided catalog data, indicating acceptable combination selection perfmance data, in the installation file, c) Copy of OEM-provided letter indicating acceptable combination selection perfmance data (e.g. latent sensible cooling capacity, heating capacity, SEER, EER, HSPF, as applicable) with model numbers in the installation file.

16 Page 6 EQUIPMENT INSTALLATION ASPECTS 4.0 EQUIPMENT INSTALLATION ASPECTS This Section focuses on the HVAC system installation. 4.1 AIRFLOW THROUGH INDOOR HEAT EXCHANGERS The contract shall verify that the airflow through the indo blower unit, (e.g. furnace, fan coil, air hler) is within acceptable CFM ranges REQUIREMENTS The contract shall ensure measured airflow 6 through the indo heat exchanger (with all accessies system components in place). a) F cooling (e.g., refrigerant, water) heat pump applications: i. Airflow at fan speed setting specified by the design is within 15% of the design airflow, ii. Airflow through the unit is within the CFM range listed in the OEM product data, 7 iii. Measured external static pressure (ESP) 8 is: 1) Within OEM-specified acceptable range, 2) Not me than 25% 0.10 IWC (whichever is greater) over the calculated ESP used to design the duct system. [Exception f existing buildings: comparing measured ESP to a design ESP is not required f change-out applications, if there has been no modification to the pre-existing ductwk as there is no design ESP.] b) F gas-fired, oil-fired, electric heat exchanger applications: i. Airflow through the heat exchanger is within 15% of the design airflow, ii. Airflow through the indo heat exchanger is within the CFM range listed in the OEM product data, iii. Heat exchanger airflow requirements shall be considered separately f each combined attached cooling coil sharing the same distribution duct system, iv. Measured external static pressure (ESP) is: 1) Within OEM-specified acceptable range, 2) Not me than 25% 0.10 IWC (whichever is greater) over the calculated ESP used to design the duct system. [Exception f 6 When verifying design airflow at design fan speed, there is little distinction between a split capacit fan mot (PSC), a variable-speed fan mot (e.g., brushless DC, electronically commutated mot, ECM). See Airflow in Appendix D. Note: ECM fan mots are designed to modify their RPMs in der to provide a prescribed (programmed) air volume in response to static pressure conditions (actually tque on the output shaft). Hence, an ECM may use me less power than a comparable PSC mot in the same application. 7 Airflow across the coil is typically between 350 to 450 CFM per ton. Adjustments may be needed between dry wet coils. 8 Static pressure measurements require clean components: filters, coils, fans f each indo unit type.

17 EQUIPMENT INSTALLATION ASPECTS Page 7 existing buildings: comparing measured ESP to a design ESP is not required f change-out applications if there has been no modification to the pre-existing ductwk as there is no design ESP.] NOTE. DUCT LEAKAGE AND AIRFLOW BALANCE: If duct sealing ( 5.1) operations are undertaken, airflow balance ( 5.2) adjustments are made, then the requirements of this section are to be reperfmed recded on updated documentation ACCEPTABLE PROCEDURES The contract shall use one of the following acceptable methods f fulfilling the design criteria: a) OEM CFM/ESP table method using an air differential meter (e.g., manometer) to determine the static pressure drop across a cooling coil, furnace, fan coil unit, compare with OEM values (use OEM wet/dry coil infmation as applicable), b) Traversing using a manometer probe an anemometer per ACCA, AABC, ASHRAE, ASTM, NEBB, SMACNA, TABB procedures, c) Flow grid measurement method, d) Pressure matching method 9, e) The temperature rise method (f heating only at steady-state condition; gas oil furnace, electric resistance heat, geothermal water source heat pump) to verify proper airflow through the heat exchanger heater elements. [NOTE: It is not acceptable to use the temperature rise method to determine cooling airflow over the indo coil.] ACCEPTABLE DOCUMENTATION The contract shall provide evidence of the following: a) Documented field data calculations recded on start-up sheet, b) Documented field data calculations recded on service recds, c) Written job documentation checklist in the installation file. 4.2 WATER FLOW THROUGH INDOOR HEAT EXCHANGERS The contract shall verify that the water flow 10 through the refrigerant-to-water, waterto-water, water-to-air heat exchanger is within acceptable ranges REQUIREMENTS The contract shall ensure: 9 Use of a calibrated fan to match the supply plenum pressure measurement of the system airflow through the active fan. Note: Methods f use with brushless DC ECM blowers in accdance with the mot OEM instructions. 10 Water may be treated, contain antifreeze.

18 Page 8 EQUIPMENT INSTALLATION ASPECTS a) Water flow through the heat exchanger is within 10% of the water flow required per the system design, b) Water flow through the heat exchanger is within the range listed in the OEM product data ACCEPTABLE PROCEDURES The contract shall test using one of the following acceptable methods f fulfilling the desired criteria: a) The water pressure drop method, b) The water temperature change method, c) Any method approved specifically stated by the OEM that can be used to determine the water flow rate ACCEPTABLE DOCUMENTATION The contract shall provide evidence of the following: a) Documented field data calculations recded on start-up sheet, b) Documented field data calculations recded on service recds, c) Written job documentation checklist in the installation file. 4.3 REFRIGERANT CHARGE The contract shall ensure that the HVAC system has the proper refrigerant charge REQUIREMENTS The contract shall ensure: a) F the SUPERHEAT method, system refrigerant charging per OEM data/instructions within ± 5 F of the OEM-specified superheat value, b) F the SUBCOOLING method, system refrigerant charging per OEM data/instructions within ± 3 F of the OEM-specified subcooling value, c) Any method approved specifically stated by the OEM that will ensure proper refrigerant charging of the system. NOTE 1. FLOW THROUGH THE HEAT EXCHANGER: Proper airflows ( 4.1) / water flows ( 4.2) through the heat exchanger must be within acceptable OEM tolerances befe the refrigerant charge can be measured / adjusted. NOTE 2. MEASUREMENT PARAMETERS: The system must be within the OEM s temperature parameters at steady-state conditions befe system charge measurements are undertaken.

19 EQUIPMENT INSTALLATION ASPECTS Page 9 NOTE 3. REFRIGERANT CHARGE TOLERANCES: Refrigerant charge tolerances noted (i.e., ± 5 F / ± 3 F of the OEMrecommended optimal refrigerant charge f superheat subcooling, respectively) are not additive to any OEM-specified tolerances ACCEPTABLE PROCEDURES The contract shall use one of the following acceptable procedures f completing the desired measurements after confirmation of required airflow (per 4.1) / water flow (per 4.2) through the indo coil: a) Superheat test done under outdo ambient conditions, as specified by the OEM instructions (typically, 55 F drybulb temperature higher), b) Subcooling test done under outdo ambient conditions, as specified by the OEM instructions (typically, 60 F higher), c) Any method approved specifically documented by the OEM that will ensure proper refrigerant charging of the system. NOTE: If outdo conditions require a follow-up visit to finalize the charging process, this should be recded at both the initial visit the follow-up visit ACCEPTABLE DOCUMENTATION The contract shall provide evidence of the following: a) Documented field data AND operating conditions recded on start-up sheet, b) Documented field data AND operating conditions recded on service recds, c) Written job documentation checklist in the installation file. 4.4 ELECTRICAL REQUIREMENTS The contract shall ensure electrical requirements are met as related to the installed equipment REQUIREMENTS The contract shall ensure: a) LINE LOW VOLTAGES are per equipment (single- three-phase) rating nameplate - the percentage ( amount) below above nameplate values are within OEM specifications / code requirements, b) AMPERAGES are per equipment (single- three-phase) rating nameplate - the percentage ( amount) below above nameplate values are within OEM specifications / code requirements, c) LINE LOW-VOLTAGE wiring sizes per NEC (National Electric Code), equivalent, d) GROUNDING/BONDING per NEC, equivalent.

20 Page 10 EQUIPMENT INSTALLATION ASPECTS ACCEPTABLE PROCEDURES The contract shall test using the following acceptable procedures f fulfilling the design criteria: a) Volt meter to measure the voltage, b) Ammeter to measure the amperage, c) Verify measurements with nameplate over-current protection criteria ACCEPTABLE DOCUMENTATION The contract shall provide evidence of the following: a) Documents showing that selections are in compliance with OEM specifications, b) Written job documentation checklist in the installation file. 4.5 ON-RATE FOR FUEL-FIRED EQUIPMENT The contract shall ensure the equipment combustion is on-rate, f gas-fired oilfired equipment, is at the equipment nameplate value REQUIREMENTS The contract shall ensure: a) Gas-Fired Equipment: The contract shall ensure: i. Firing rate within ± 5% of nameplate input f gas equipment ( per OEM specifications), ii. Temperature rise within the nameplate limits. b) Oil-Fired Equipment: The contract shall ensure: i. Crect nozzle gph spray angle were installed, ii. Crect oil pump pressure f nozzle installed at OEM s specified values, iii. Temperature rise per nameplate limits ACCEPTABLE PROCEDURES a) Gas-Fired Equipment: The contract shall test using one of the following acceptable procedures f fulfilling the desired criteria: i. Perfm a combustion analysis per OEM installation gas burner instructions,

21 EQUIPMENT INSTALLATION ASPECTS Page 11 ii. Clocking the meter other fuel input measurement per OEM instruction measuring the temperature rise at steady-state conditions (with airflow first verified by 4.1) furnaces only. b) Oil-Fired Equipment: The contract shall fulfill the following criteria: i. Perfm a combustion analysis per OEM installation oil burner instructions 11, ii. Verify nozzle alternate input nozzle per OEM installation oil burner instructions, verify oil pump pressure with a dial electronic gauge designed f oil pressure measurement, measure the temperature rise at steady-state conditions (with airflow first verified by 4.1) furnaces only ACCEPTABLE DOCUMENTATION The contract shall provide evidence of the following: a) Documented field data recded on start-up sheet, b) Written job documentation checklist in the installation file. 4.6 COMBUSTION VENTING SYSTEM The contract shall ensure proper sizing, design, material selection assembly of the combustion gas venting system REQUIREMENTS The contract shall install the vent system to: a) CATEGORY I vent system sized per OEM instructions the National Fuel Gas Code (NFGC, NFPA 54) f gas-fired appliances, OEM instructions NFPA 31 f oil-fired appliances, b) CATEGORY I vent system sized per OEM instructions the International Fuel Gas Code (IFGC), c) CATEGORY I vent system sized per OEM instructions the Unifm Mechanical Code (UMC), d) CATEGORY II, III IV vent system sized per OEM instructions, e) CATEGORY II, III IV vent system sized per the AHJ ACCEPTABLE PROCEDURES The contract shall use one of the following acceptable procedures f fulfilling the installation criteria: 11 Combustion analysis is necessary when setting up an oil burner. Additionally, new oil-fired equipment no longer stardizes the pump pressure at 100 psig. Hence, increct pump pressure may result in an increct input rate f the equipment.

22 Page 12 EQUIPMENT INSTALLATION ASPECTS a) Comparison of the actual installation to appropriate fuel gas venting tables f Categy I vent systems, b) Comparison of the actual installation to appropriate OEM instructions, local codes f Categy II, III IV vent systems ACCEPTABLE DOCUMENTATION The contract shall provide evidence of the following: a) Documented field data recded on start-up sheet, b) Documented field data recded on service recds, c) Written job documentation checklist in the installation file. 4.7 SYSTEM CONTROLS The contract shall ensure proper selection functioning of system operational safety controls REQUIREMENTS The contract shall ensure: a) Operating controls safety controls are compatible with the system type application, the selected controls are consistent with OEM recommendations industry practices, b) Operating controls safety controls lead to proper sequencing of equipment functions, with all controls safeties functioning per OEM, c) Operating controls safety controls f field-installed components shall function per OEM specifications. NOTE. OPERATING CONTROLS: Examples of operating controls include: thermostats, humidistats, economizer controls, hydronic outdo reset controls, etc. Examples of safety controls include: temperature limit switch, airflow switch, condensate overflow switch, furnace limit switch, boiler limit switch, etc ACCEPTABLE PROCEDURES The contract shall use the following acceptable procedures f fulfilling the desired design criteria: a) Confirmation of the control/safety selections made, b) Suppting OEM literature related to the selections made, c) Verification of crect cycling/operational sequences of controls safety devices/systems per system design OEM specifications.

23 EQUIPMENT INSTALLATION ASPECTS Page ACCEPTABLE DOCUMENTATION The contract shall provide evidence of the following: a) Documents showing that field-installed controls/safeties selections are in compliance with OEM specifications, b) Written job documentation checklist in the installation file indicating that field-installed controls/safeties function properly.

24 Page 14 DISTRIBUTION ASPECTS 5.0 DISTRIBUTION ASPECTS This Section focuses on heating cooling delivery elements of the installed HVAC system. 5.1 DUCT LEAKAGE The contract shall ensure the ducts are sealed that air leakage (CFM) is minimized REQUIREMENTS The contract shall ensure: a) F NEW CONSTRUCTION, test using any one of the three options: i. Ducts (100%) located inside the thermal envelope have no me than 10% total duct leakage (airflow in CFM), ii. Ducts (any ption) located outside the thermal envelope have no me than 6% total duct leakage (airflow in CFM), iii. Per local code the AHJ. b) F EXISTING CONSTRUCTION, test using any one of the three options: i. No me than 20% total duct leakage (airflow in CFM), ii. 50% improvement on existing leakage rate, until b.i. is achieved, iii. Per local code the AHJ. NOTE 1. DUCT LEAKAGE: The total duct leakage allowable pertains to the percentage of CFM leakage as compared to the overall air hling fan flow (see 4.1) operating at design conditions. The airflow leakage allowable shall be based on the higher of the winter heating airflow, of the summer cooling airflow. TOTAL duct leakage = SUPPLY duct leakage + RETURN duct leakage. NOTE 2. DUCT SEALING: F duct sealing, all duct sealing materials shall be listed labeled to UL 181A UL 181B specifications shall be used in strict accdance with OEM instructions. NOTE 3. AIRFLOW AND ESP: If duct sealing operations are undertaken, the requirements in 4.1 (airflow through the heat exchanger measured ESP) are to be re-perfmed recded on updated documentation ACCEPTABLE PROCEDURES The contract shall test using one of the following acceptable procedures f fulfilling the desired criteria: a) Duct pressurization tests 12 at 25 Pascal, 12 Duct leakage is measured using a duct pressurization test through a calibrated fan ifice. Duct registers are sealed, a fan is attached to one opening, the ducts are pressurized, the amount of air flowing through the fan is quantified.

25 DISTRIBUTION ASPECTS Page 15 b) F EXISTING CONSTRUCTION, airflow comparison method 13, c) ANSI/SMACNA Air Duct Leakage Test Manual, d) Duct pressurization test at referenced pressure stard by the AHJ ACCEPTABLE DOCUMENTATION The contract shall provide evidence of the following: a) Documented field data recded on start-up sheet, b) Documented field data recded on service recds, c) Written job documentation checklist in the installation file. 5.2 AIRFLOW BALANCE The contract shall ensure room ventilation airflows meet the design/application requirements REQUIREMENTS The contract shall ensure: a) F NEW CONSTRUCTION addition of new ducts to an existing structure (with interi dos closed AND open) F Residential Buildings: The individual room airflows are within the greater of ± 20%, 25 CFM of the design/application requirements f the supply return ducts. F Commercial Buildings: The individual room airflows are within the greater of ± 10%, 25 CFM of the design/application requirements f the supply return ducts. F EXISTING CONSTRUCTION without contract modification of existing ductwk: No additional ACCA QI requirements apply. F NEW OR EXISTING CONSTRUCTION the airflow balance is per local code the AHJ. b) F ventilation air added to NEW OR EXISTING CONSTRUCTION, ventilation airflow will be within the greater of ± 20%, ± 15 CFM of the design/application requirements. NOTE. AIRFLOW THROUGH INDOOR HEAT EXCHANGERS: Per 4.1, airflow through the heat exchanger must be within the OEM s specified range f all furnace, fan coil, air hler applications. 13 Total room supply CFMs return CFMs compared with blower capability, as per procedures specified by ACCA, AABC, NEBB TABB. Active / powered equipment recommended over passive equipment.

26 Page 16 DISTRIBUTION ASPECTS ACCEPTABLE PROCEDURES The contract shall test using one of the following acceptable devices f fulfilling the desired criteria: a) Airflow measuring device (AMD) used per specifications from the AMD manufacturer, b) Duct traverse with Pitot tube manometer per procedures specified by ACCA, AABC, ASHRAE, NEBB, SMACNA TABB, c) Measure the average airflow using an anemometer (hotwire rotary) per specifications from the test equipment manufacturer ACCEPTABLE DOCUMENTATION The contract shall provide evidence of the following: a) Documented field data recded on start-up sheet test balance fm, b) Documented field data recded on service recds, c) Written job documentation checklist in the installation file. 5.3 HYDRONIC BALANCE The contract shall ensure water flows meet the design/application requirements REQUIREMENTS The contract shall ensure: a) F NEW CONSTRUCTION, addition of new piping to an existing HVAC system, the water flow to individual room zone heat exchangers are within ± 10% of the design/application GPM requirements. b) F EXISTING CONSTRUCTION without contract modification of existing piping: No additional ACCA QI requirements apply. c) F NEW OR EXISTING CONSTRUCTION the room/zone hydronic balance is per local code authity having jurisdiction. NOTE. WATER FLOW THROUGH HEAT EXCHANGER: Per 4.2, water flow through the heat exchanger must be within the OEM s specified range f all boilers, water-to-water geothermal heat pump applications. 14 The use of anemometers is acceptable if (1) grille free areas are known if (2) the measurement tolerances f the instrument/device being used are considerable tighter than the airflow balance tolerances. The grill free area is commonly known as the area-k ( Ak), the values are provided by the grille/diffuser OEM.

27 DISTRIBUTION ASPECTS Page ACCEPTABLE PROCEDURES The contract shall use one of the following acceptable tests f fulfilling the desired criteria: a) Manometer probe used per instructions from the instrument manufacturer, b) Ultrasonic/Doppler flow meter used per instructions from the instrument manufacturer, c) Pressure gauge used per instructions from the instrument manufacturer, d) Procedures specified by OEM ACCEPTABLE DOCUMENTATION The contract shall provide evidence of the following: a) A copy of documented field data recded on start-up sheet test balance fm, b) Documented field data recded on service recds, c) Written job documentation checklist in the installation file.

28 Page 18 SYSTEM DOCUMENTATION AND OWNER EDUCATION ASPECTS 6.0 SYSTEM DOCUMENTATION AND OWNER EDUCATION ASPECTS This Section focuses on providing owners with job documentation, operation instructions, education to assist them in properly operating maintaining their systems. 6.1 PROPER SYSTEM DOCUMENTATION TO THE OWNER The contract shall provide recds pertaining to the HVAC system installation as well as the operation maintenance to be perfmed REQUIREMENTS The contract shall ensure: a) An installation file of required relevant infmation is created provided to the client, the building owner/operat, designated agent. i) Required documentation: Infmation detailed in the Acceptable Documentation 15 f each applicable Section of this Stard. ii) Relevant documentation: additional infmation applicable to the HVAC activity undertaken. b) Copies of documents from a a recd of the model serial numbers f all equipment installed are maintained at the contract s place of business ACCEPTABLE PROCEDURES The contract shall confirm that all the listed requirements are met. (See Table 1) ACCEPTABLE DOCUMENTATION The contract shall provide evidence of the following: a) Written job documentation checklist in the installation file, b) Signed documentation from the customer that the listed requirements were offered/met. 15 Examples of required acceptable documentation include: ventilation calculations ( 3.1), load calculations ( 3.2), OEM perfmance data ( 3.3), ground heat exchanger design ( 3.4), AHRI certificates ( 3.5), recds of measurements ( 4.1, 4.2, 4.3, 4.4, 4.5), documented field data ( 4.6), written documentation of proper operation sequences ( 4.7), duct leakage tests ( 5.1), test balance repts ( 5.2, 5.3), customer education ( 6.2).

29 SYSTEM DOCUMENTATION AND OWNER EDUCATION ASPECTS Page OWNER/OPERATOR EDUCATION The contract shall infm the customer on how to both operate maintain the installed equipment, will promote system maintenance to aid in the continuing perfmance of the installed equipment REQUIREMENTS The contract shall ensure: a) Customers are instructed on system operation of installed equipment, b) Customers are instructed on the maintenance requirements f the installed equipment, c) Customers are instructed on warranty procedures responsibilities, d) Customers are provided with contact infmation f warranty, maintenance, service requirements ACCEPTABLE PROCEDURES The contract shall confirm that all the listed requirements are met ACCEPTABLE DOCUMENTATION The contract shall provide evidence of the following: a) Written job documentation checklist in the installation file, b) Signed documentation from the customer that the listed requirements were offered/met; including the date names of the trainer the building owner/operat ( designated agent) receiving the instruction, c) Documentation that the builder was provided with the training materials.

30 Page 20 SYSTEM DOCUMENTATION AND OWNER EDUCATION ASPECTS Design Aspects ( 3.0 QI Stard) Table 1 Quality Installation Required Documentation QI Stard Element Approved Procedure Repted Infmation Ventilation rate based on building use 3.1 Ventilation Flo area ASHRAE 62.1 Number of occupants ASHRAE 62.2 Number of bedrooms Estimated infiltration Design conditions : Outdo temps Latitude Indo temps Grains diff Altitude Infiltration Orientation Occupants Duct load 3.2 Load calculation 3.3 & 3.4 Equipment capacity selection 3.5 Matched systems Manual J Manual N AHJ-approved equivalent Air Conditioner (from OEM perfmance data) Heat Pump (from OEM perfmance data) Geothermal Heat Pump (from OEM perfmance data) Furnace (from OEM perfmance data) Boiler (from OEM perfmance data) Electric Heater (from OEM perfmance data) AHRI Directy Certificate, CEE Directy Certificate, OEM Catalog Perfmance Data Opaque building components (walls, ceilings, etc) Area of component HTM of component F windows Area Adjusted HTM Heating U value SHGC Orientation Overhang dimensions Calculated loads Total heating Sensible cooling Total cooling Latent cooling Equipment model Outdo ambient dry-bulb Indo entering wet-bulb Indo entering dry-bulb Airflow across the heat exchanger Equipment Sensible Capacity Equipment Latent Capacity Equipment model Outdo ambient dry-bulb Indo entering wet-bulb Indo entering dry-bulb Airflow across the heat exchanger Equipment Sensible Capacity Equipment Latent Capacity Equipment model Outdo ambient dry-bulb Indo entering wet-bulb Indo entering dry-bulb Airflow across the heat exchanger Design water flow through the equipment Design ground temperature Equipment Sensible Capacity Equipment Latent Capacity Equipment model Output Btu/H Equipment model Output Btu/H Equipment model Output Btu/H at: Rated kw Volts amps