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Residential HVAC Replacement & Upgrade Worksheet

Complete the project and scope selections. The worksheet identifies the likely permit documents and related review items based on the AC1 worksheet logic.

1. Project information

2. Scope of work

3. Permit and document determination

Project type
Equipment Replacement
HVAC drawings
Energy compliance
Ductwork
Gas
Electrical
Structural
Construction documents

4. Applicant acknowledgment

The applicant is responsible for ensuring that the proposed work and submitted documents accurately describe the project and comply with applicable codes. Owner-representative signatures may not be accepted by every jurisdiction.

Code note: AC1 references the 2022 California Building Standards Code. Confirm the currently adopted code edition and local amendments before relying on any exemption or submittal determination.

Building Standards for HVAC Systems

 

Scope Examples: Installation, repair, or renovation of residential heating, ventilation, and air conditioning (HVAC) systems. This may include:

  • Installing or upgrading HVAC units, including furnaces, air conditioners, and heat pumps.
  • Updating or replacing ductwork, vents, or registers.
  • Installing air filtration systems, humidifiers, or dehumidifiers.
  • Adding or upgrading thermostats, zoning systems, or smart HVAC controls.

 

Title 24 is divided into specific parts addressing various aspects of construction. Key sections for HVAC systems include:

  1. California Mechanical Code (CMC):

    • Governs the design, installation, and maintenance of HVAC systems, including heating, cooling, ventilation, and air distribution.
    • Includes requirements for equipment sizing, air handling, and proper ventilation to ensure occupant comfort and health.
    • Regulates system installation for both forced-air and hydronic systems, including clearance, venting, and ductwork.

  2. California Residential Code (CRC):

    • Provides specific requirements for HVAC systems in one- and two-family dwellings.
    • Includes provisions for system sizing, installation of ducts and registers, and proper placement of mechanical systems.
    • Specifies the minimum ventilation requirements for habitable rooms, kitchens, and bathrooms.

  3. California Energy Code:

    • Enforces energy efficiency standards for HVAC systems, including high-efficiency heating and cooling equipment, insulation requirements, and system performance ratings.
    • Mandates the use of energy-efficient HVAC equipment, including SEER (Seasonal Energy Efficiency Ratio) and AFUE (Annual Fuel Utilization Efficiency) ratings for air conditioners and furnaces.

  4. California Plumbing Code (CPC):

    • Addresses plumbing considerations related to HVAC systems, such as condensate drain lines for air conditioning units and water systems for hydronic heating.

  5. California Electrical Code (CEC):

    • Regulates the electrical requirements for HVAC systems, including proper wiring, grounding, and circuit protection for heating and cooling equipment.
    • Specifies the electrical requirements for components such as thermostats, air handlers, and outdoor condensers.

  6. California Building Code (CBC):

    • Applies to the structural considerations of HVAC systems, such as the support of ductwork and equipment, and the integration of HVAC systems into the building's structure.
    • Provides regulations on system access and clearance to ensure safe maintenance and operation.