HVAC Comprehensive Project-specific Quality Plan

HVAC Project-Specific Quality Plan Overview

The HVAC Comprehensive Project-specific Quality Plan is a fully written QA/QC plan for specialty HVAC and mechanical contractors performing Division 23 work on commercial, industrial, institutional, and multi-family projects. It is structured to satisfy typical owner, construction manager, and general contractor requirements for a project-specific quality plan and to show how your company controls quality for HVAC work on a specific project.

The plan focuses on HVAC scopes such as ductwork, air distribution, hydronic piping, equipment setting, controls integration, testing, adjusting, and balancing (TAB), and start-up/commissioning activities. It helps you demonstrate a disciplined quality process without having to write the plan from scratch.

Key HVAC-Specific Features

• Project-specific QA/QC plan written specifically for HVAC / mechanical contractors.
• Approximately 70 pages of fully written, editable Word content – no original writing required.
• Includes a completed HVAC Inspection and Test Plan (ITP) example that you can adapt to your scope of work.
• Includes a set of 21 Division 23 HVAC installation and start-up inspection checklists.
• Structured to align with typical general contractor and owner quality requirements for specialty trades.
• Reusable on multiple bids, prequalification packages, and project submittals by updating project and scope details.

What This HVAC Quality Plan Covers

• Project & Scope Information – customer, project description, and a clear summary of your HVAC scope (equipment, ductwork, piping, controls, TAB, and start-up).
• Quality Policy & Objectives for HVAC Work – how your company’s quality objectives, responsibilities, and processes apply specifically to HVAC installations and start-up activities.
• Project QC Organization & Responsibilities – HVAC QA/QC roles and responsibilities for the Project Manager, HVAC Superintendent/Foreman, Quality Manager, and field inspectors, including authority to stop work, reject nonconforming work, and request corrective actions.
• Coordination with General Contractor & Other Trades – how HVAC quality activities are coordinated with the general contractor, other MEP trades, and the owner/CM, including pre-installation meetings and coordination meetings.
• Qualification of HVAC Subcontractors & Suppliers – expectations for qualifying any lower-tier HVAC subs, equipment manufacturers, and suppliers (e.g., air handlers, chillers, boilers, rooftop units, VAV boxes, controls vendors, TAB contractors).
• Submittals, RFIs & Changes – handling of HVAC submittals, shop drawings, product data, controls sequences, O&M manuals, and RFIs, including how changes are evaluated for quality impact and incorporated into the ITP and checklists.
• Codes, Standards & Manufacturer Requirements – how your company addresses applicable codes and standards such as IMC/IBC, NFPA, ASME, AWS, SMACNA, and manufacturer installation and start-up instructions, and how these requirements are communicated to the field.
• Material & Equipment Control – receiving, identifying, and protecting HVAC materials and equipment (air handlers, coils, pumps, chillers, condensing units, VAV boxes, duct and pipe, fittings, insulation) and control of measuring and test equipment (thermometers, manometers, airflow hoods, pressure gauges).
• Inspection & Test Plan (ITP) for HVAC Work – a completed HVAC ITP example showing typical inspection and test activities, hold/witness points, testing requirements, and acceptance criteria for ductwork, piping, equipment setting, insulation, controls, TAB, and start-up/commissioning.
• Work Task Quality Inspections – how HVAC work tasks are planned, inspected, and documented, including pre-installation checks, in-process inspections, final inspections, and testing.
• Nonconformance & Corrective Action – procedures for identifying, recording, evaluating, and correcting HVAC nonconformances (e.g., failed pressure tests, improper slope, insufficient clearance, failed TAB results) and preventing recurrence.
• Project Completion & Turnover – expectations for final HVAC quality verification, punch-list closeout, TAB reports, functional performance verification, and turnover documentation to the owner.
• Quality Records & Audits – HVAC-specific quality records, inspection and test records, TAB reports, start-up checklists, and any internal quality audits you perform on the project.

HVAC Inspection Checklist Set (21 Checklists)

This product includes a set of 21 HVAC Division 23 inspection checklists to help you document that key installations were performed and inspected correctly. Examples of checklist topics include:

• Duct fabrication and installation
• Duct supports, hangers, and seismic restraints
• Hydronic piping installation and pressure testing
• Condensate drainage and traps
• Insulation and vapor barriers
• Rooftop equipment setting and anchorage
• Air handling units and fan coil units
• VAV boxes and terminal units
• Exhaust fans and relief fans
• Combustion air and venting
• Controls devices and wiring terminations
• Pre-functional start-up checks and initial operation
• TAB readiness and final TAB verification

You can use the checklists as provided or edit them to match your standard forms and project-specific requirements.

How HVAC / Mechanical Contractors Use This Plan

• Bid & Proposal Packages – attach the plan and sample checklists to demonstrate your HVAC quality program when a project-specific quality plan is requested.
• Project Start-up Submittals – submit the plan to the general contractor, owner, or construction manager as part of your startup documentation.
• Field Control & Documentation – use the ITP and checklists to plan inspections, coordinate with other trades, and document that HVAC installations were inspected and tested.
• Coordination with a Company Quality Manual – pair this project-specific HVAC quality plan with your company quality manual to show both corporate and project-level quality control.

Sample Plan

View a sample of the HVAC Comprehensive Project-specific Quality Plan (selected pages).

Frequently Asked Questions

Is this plan fully written, or do I need to write the content myself?

The plan is fully written. You insert your company name, project information, and personnel names, and you tailor the scope description, ITP, and checklists to match the HVAC work you are performing. No starting from a blank page.

Is this only for HVAC, or can I use it for full mechanical (HVAC + plumbing) scopes?

The plan is written for HVAC/Mechanical (Division 23) work. We have another quality plan that includes both HVAC and plumbing.

Can I reuse this plan on multiple projects?

Yes. You can reuse the structure and core content on multiple projects. For each project, you update the project information, scope, organization chart, ITP details, and any HVAC checklists that are not applicable.

What format do I receive, and can I edit it?

You receive an editable Word document so you can easily customize, rebrand, and update the plan and checklists for each project and each customer.