HVAC Scope of Work Template

Ensure comfort and efficiency. Use this checklist to coordinate heating, ventilation, and air conditioning installs, including ductwork design and equipment specs.

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HVAC Scope of Work

CSI Division: 23 00 00

From (General Contractor)

Company Name

Project Manager

Phone

To (Subcontractor)

Subcontractor Company

Project Details

Project Name / Address

Date

Project Narrative / Overview

1. General Requirements

Provide all labor, materials, equipment, and supervision for a complete HVAC system.
Perform heat load calculations (Manual J, S, and D) and submit for permit.
Obtain and pay for all mechanical permits and coordinate inspections.
Verify framing chases and equipment locations prior to rough-in.
Comply with all local energy codes and efficiency standards.
Warranty all labor and equipment for specified periods (e.g., 1-year labor, 10-year parts).

2. Equipment Installation

Furnish and set Air Handler / Furnace units at specified locations.
Furnish and set exterior Condenser / Heat Pump units on pads or brackets.
Install auxiliary drain pans and float switches for all indoor units.
Install programmable or smart thermostats as specified.
Provide and install filter racks and initial set of filters.
Connect gas piping from shut-off valve to furnace (if applicable).

3. Distribution & Ductwork

Fabricate and install all supply and return ductwork (rigid or flex) per design.
Seal all duct joints and seams with mastic to meet leakage testing requirements.
Insulate ductwork in unconditioned spaces to code R-value.
Install boots, register boxes, and rough-in for all grilles.
Install proper venting/flues for gas appliances through the roof or wall.
Install fresh air intake or ERV/HRV systems if specified.

4. Refrigerant & Condensate

Run copper refrigerant line sets with proper insulation.
Pressure test line sets with nitrogen and evacuate to required micron level.
Install condensate drain lines (PVC) routed to approved discharge location.
Insulate condensate lines to prevent sweating.

5. Exhaust & Ventilation

Install bathroom exhaust fans and duct to exterior (roof or soffit caps).
Install dryer vent ducting (rigid metal) to exterior termination.
Install range hood venting/ductwork.
Ensure make-up air is provided if hood CFM exceeds code limits.

6. Trim-Out & Start-Up

Install all supply registers and return grilles.
Install thermostat faceplates and program system settings.
Perform system start-up, check refrigerant charge, and verify airflow.
Perform duct leakage test (blower door/duct blaster) if required by code.
Balance system to ensure even temperature distribution.
Owner training on system operation and filter maintenance.

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Coordinating the Mechanical Scope

HVAC (Heating, Ventilation, and Air Conditioning) requires tight coordination with framing and roofing. A clear scope prevents conflicts where ducts don't fit in bulkheads or vents clash with roof valleys.

Key HVAC Considerations

Load Calculations: Don't guess. Ensure "Manual J" calculations are included to properly size the equipment.
Venting: Explicitly state who cuts the roof penetrations—the roofer or the HVAC sub?
Thermostats: Define if you want standard stats or smart home compatible units (Nest/Ecobee).
Duct Sealing: New codes are strict about duct leakage. Ensure the scope includes mastic sealing and testing.

"A properly sized system is the heart of a healthy home."