Capacity & design
Must-have
- Design loads with diversity / occupancy assumptions stated
- Outdoor design temperatures for the site climate
- Ventilation / OA compliance path
Nice-to-have
- Future growth allowance (%)
- Spot-cooling map for high-bay spaces
Commercial · Intent 1
HVAC requirements checklist for project managers
A universal must-have vs nice-to-have matrix you can copy into an RFP. Pair it with a building-type page for vertical-specific line items (server rooms, restaurants, offices, and more).
Print this page or copy rows into your SOW. Mark must-haves as scored evaluation criteria so incomplete bids are visible. For mission-critical IT spaces, start with server rooms or edge / small data halls.
Redundancy & risk
Must-have
- Stated redundancy goal (N, N+1, or none)
- Failure response / temporary cooling plan
Nice-to-have
- Spare parts lead-time assumptions
- Priority response SLA language
Controls & IAQ
Must-have
- Controls sequence / after-hours setbacks
- Filter standard (MERV)
Nice-to-have
- BMS integration ownership
- Wildfire / smoke event mode
Refrigerant & equipment
Must-have
- Refrigerant type (R-454B / R-32 transition notes)
- EPA 608 certified crew
Nice-to-have
- OEM lead-time quotes attached
- Bryant / preferred brand alternates
Permits & work rules
Must-have
- Permit / Title 24 responsibility
- Occupied-building work windows & noise rules
Nice-to-have
- Badging / COI requirements listed
- Roof / crane staging plan
Commissioning & closeout
Must-have
- Startup + functional testing
- O&M manuals and owner training
Nice-to-have
- TAB by named firm
- Warranty registration checklist
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