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Commercial HVAC Planning Checklist

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

Michael K. Frempong, PE, LEED AP

Reviewed by

Michael K. Frempong, PE, LEED AP

President & Principal Engineer, BEED Engineering

Michael K. Frempong is a professional engineer and LEED AP accredited professional with over 20 years of experience in consulting engineering. As President & Principal Engineer at BEED Engineering, he leads the firm’s MEP design and consulting work for laboratory, healthcare, industrial, data center, education, commercial, municipal, and other building projects throughout Florida.

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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.

BEED’s HVAC work includes campus plants such as Meadowlane Intermediate School, laboratory exhaust at Florida Tech, and packaged systems on buildings such as Honda of Palm Bay.

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