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Commercial HVAC Planning Checklist

A practical checklist for owners and architects preparing to design or replace a commercial HVAC system.

Reviewed by

Michael K. Frempong, PE, LEED AP BD+C

President & Principal Engineer, BEED Engineering

Michael is a professional engineer and LEED AP BD+C accredited professional with more than 20 years of consulting engineering experience. He leads BEED Engineering's mechanical, electrical, and plumbing design work for commercial, healthcare, laboratory, education, industrial, and other building projects throughout Central Florida and the Treasure Coast.

View BEED team profile

How to use this checklist

Bring these items to the first design meeting. Missing information is the usual reason HVAC scope and fees stay vague.

Building and occupancy

  • Building type and occupancy
  • Occupant count and operating hours
  • Special spaces (IT, clinic, lab, kitchen, storage)
  • Known comfort or humidity complaints

Indoor conditions

  • Temperature targets
  • Humidity targets
  • Outdoor-air expectations
  • Filtration needs

See humidity control.

Existing systems

  • Equipment list and age
  • Electrical capacity available for mechanical loads
  • Ceiling height and roof structure constraints
  • Controls front-end, if any

A facility assessment may be the right first step.

Project goals

  • Replacement, renovation, or new building
  • Energy and maintenance priorities
  • Shutdown limitations
  • Commissioning expectations

Continue with the commercial HVAC design guide.