Commercial Building Data Collection Checklist

ANSI/ASHRAE/IESNA Standard 90.1-2007

Date: Name of Evaluator(s):

2
Building Name & Address: Conditioned Floor Area: ft

Building Contact: Name: Phone: Email:

Compliance Approach: Prescriptive Trade-Off (Section 5.6) Performance (ECB Section 11)

State: Jurisdiction:

Building Use: Office Retail Storage Education Lodging Dining Public Health Residential Other

Project Type: New Construction Addition Renovation Valuation (If Renovation): $

Item Complies
Number Plan Review Y N N/A Comments/Notes/Findings
PR1 Plans and/or specifications provide all information with
1
[4.2.2] which compliance can be determined for the building
envelope and delineate and document where exceptions
to the standard are claimed.
PR2 Plans and/or specifications provide all information with
1
[4.2.2] which compliance can be determined for the mechanical
systems and equipment and delineate and document
where exceptions to the standard are claimed.
PR3 Plans and/or specifications provide all information with
1
[4.2.2] which compliance can be determined for the service
water heating systems and equipment and delineate
and document where exceptions to the standard are
claimed.
PR4 Plans and/or specifications provide all information with
1
[4.2.2] which compliance can be determined for the lighting and
electrical systems and equipment and delineate and
document where exceptions to the standard are claimed.
Information provided should include interior and exterior
lighting power calculations, wattage of bulbs and ballasts,
transformers and control devices.
PR5 HVAC load calculations submitted.
1
[6.4.2]
PR6 Service water heating load calculations submitted.
1
[7.4.01]
PR7 Detailed instructions for HVAC systems commissioning
1
[6.7.2.4] included on the plans or specifications.
PR8 Construction documents require HVAC “as-built” drawings
1
[6.7.2.1] submitted within 90 days of system acceptance.
PR9 Feeder and branch circuit load and sizing calculations
[8.4.1.1, provided that allow verification of voltage drop.
1
8.4.1.2]
PR10 Construction documents require as-built drawings for
[8.7.1 electric power systems and O&M manual for electrical
1
8.7.2] power systems and equipment.

Additional Comments:

Page 1
General building information only required if different than above

Date: Name of Evaluator(s):

2
Building Name & Address: Conditioned Floor Area: ft

Building Contact: Name: Phone: Email:

Compliance Approach: Prescriptive Trade-Off (Section 5.6) Performance (ECB Section 11)

Item Verified Complies

Number Footing / Foundation Inspection Value Y N N/A Comments/Notes/Findings
FO1 Exterior insulation protected against damage,
1 sunlight, moisture, wind, landscaping and
[5.8.1.7]
equipment maintenance activities.
FO2 When contacting ground insulation has <0.3%
1
[5.8.1.7.3] water absorption (ASTM C272).
FO3 Piping, ducts and plenum are insulated and R-
[6.3.2, sealed when installed in or under a slab.
6.4.4.1
1
6.4.4.2]
FO4 Any SWH piping in or under slab is insulated. R-
[6.5.8.2,
1
7.4.3]
FO5 Below-grade wall insulation R-value. Installed R-
[5.5.3.3, per manufacturer’s instructions.
2
5.8.1.2]
FO6 Slab edge insulation R-value, depth/length. R-
[5.5.3.5, Installed per manufacturer’s instructions. ft -
2
5.8.1.2]
FO7 Freeze protection and snow/ice melting system
3
[6.4.3.8] sensors for future connection to controls.

Additional Comments:

Page 2
General building information only required if different than above

Date: Name of Evaluator(s):

2
Building Name & Address: Conditioned Floor Area: ft

Building Contact: Name: Phone: Email:

Compliance Approach: Prescriptive Trade-Off (Section 5.6) Performance (ECB Section 11)

Item Verified Complies

Number Framing / Rough-In Inspection Value Y N N/A Comments/Notes/Findings
FR1 Fenestration products are certified as to
1 performance labels or certificates provided.
[5.8.2.2]
FR2 Roof insulation R-value provided. Installed per R-
[5.5.3.1, manufacturer’s instructions.
1
5.8.1.2]
FR3 Performance compliance approach submitted
[5.5.4.2.1, for vertical fenestration area >40% or skylight
[5.5.4.2.2] area >5%.
1

FR4 Vertical fenestration U-Factor. U-

1
[5.5.4.3a]
FR5 Skylight fenestration U-Factor. U-
1
[5.5.4.3b]
FR6 Vertical fenestration SHGC value. SHGC -
1
[5.5.4.4.1]
FR7 Skylight SHGC value. SHGC -
1
[5.5.4.4.2]
FR8 Fenestration products rated in accordance with
2 NFRC.
[5.8.2.1]
FR9 Roof insulation not installed on a suspended
3 ceiling with removable ceiling panels.
[5.8.1.8]
FR10 Fenestration and doors meet maximum air
3 leakage requirements.
[5.4.3.2]
FR11 Loading dock weatherseals installed on loading
3 dock doors.
[5.4.3.3]
FR12 Vestibules installed per approved plans.
3
[5.4.3.4]

Additional Comments:

Page 3
General building information only required if different than above

Date: Name of Evaluator(s):

2
Building Name & Address: Conditioned Floor Area: ft

Building Contact: Name: Phone: Email:

Compliance Approach: Prescriptive Trade-Off (Section 5.6) Performance (ECB Section 11)

Item Complies
Number Plumbing Rough-In Inspection Y N N/A Comments/Notes/Findings
PL1 Pump controls installed to limit operation of recirculating
1
[7.4.4.4] pumps
PL2 Automatic time switches installed to automatically switch
1
[7.4.4.2] off the recirculating hot-water system or heat trace.
PL3 Heat traps installed on non-circulating storage water
3
[7.4.6] tanks

Additional Comments:

Page 4
General building information only required if different than above

Date: Name of Evaluator(s):

2
Building Name & Address: Conditioned Floor Area: ft

Building Contact: Name: Phone: Email:

Compliance Approach: Prescriptive ENVSTD (Section 5.6) Building Performance (ECB Section 11)

Item Verified Complies

Number Mechanical Rough-In Inspection Value Y N N/A Comments/Notes/Findings
ME1 Exhaust air energy recovery on systems ≥
1 5,000 cfm and 70% of design supply outside
[6.5.6.1]
air.
ME2 Fume hoods exhaust systems ≥15,000 cfm
1 have VAV hood exhaust and supply systems,
[6.5.7.2]
C direct make-up air or heat recovery.
ME3 Hot gas bypass limited to:
1
[6.5.9] C ≤24 kBtu/h – 50%
>24 kBtu/h – 25%
ME4 Demand control ventilation provided for
1 2 2
[6.4.3.9] spaces >500 ft , >40 people/1000 ft occupant
density and served by systems with air side
economizer, auto modulating outside air
damper control or design airflow
>3,000 cfm.
ME5 Air economizers provided where required,
[6.5.1, meet the requirements for design capacity,
6.5.1.1.1, control signal, and high-limit shut-off and
6.5.1.1.2, integrated economizer control.
6.5.1.1.3,
1
6.5.1.3]
ME6 Means provided to relieve excess outside air.
1
[6.5.1.1.5]
ME7 Insulation exposed to weather to be protected
1 from damage. Insulation outside of the
[6.4.4.1.1]
conditioned space and associated with
cooling systems is vapor retardant.
ME8 Water economizers provided where required,
[6.5.1.2, meet the requirements for design capacity,
6.5.1.2.1, maximum pressure drop and integrated
6.5.1.2.2, economizer control and heating system
1 impact.
6.5.1.3] C
ME9 Economizer operation will not increase
1 heating energy use during normal operation.
[6.5.1.4]
ME10 Service water heating equipment meets
2 efficiency requirements.
[7.4.2] C
ME11 Combined space and water heating system
2 not allowed unless standby loss less than
[7.5.1] C
calculated maximum. AHJ has approved or
combined connected load <150 KBtu/h.
ME12 Service water heating equipment used for
2 space heating complies with the service water
[7.5.2] C
heating equipment requirements.
ME13 HVAC equipment efficiency verified. Eff -
2
[6.4.1.4]

Page 5
 Item Verified Complies
Number Mechanical Rough-In Inspection Value Y N N/A Comments/Notes/Findings
ME14 Non-NAECA HVAC equipment labeled as
2 meeting 90.1.
[6.4.1.5]
ME15 HVAC ducts and plenums insulated. R-
2
[6.4.4.1.2]
ME16 HVAC piping insulated. R-
2
[6.4.4.1.3]
ME17 Ducts and plenums sealed based on static
2 pressure and location.
[6.4.4.2.1]
ME18 Return air and outdoor air dampers meet
2 minimum air leakage requirements.
[6.5.1.1.4]
ME19 Hydronic heat pump systems connected to a
2 common water loop meet heat rejection and
[6.5.2.2.3]
C heat addition requirements.
ME20 Kitchen hoods >5K cfm have make up air
2
[6.5.7.1] ≥50% of exhaust air volume.
ME21 VAV fan motors ≥10 hp to be driven by Circle
2 One:
[6.5.3.2.1] mechanical or electrical variable speed drive,
C or have a vane-axial fan with variable pitch VSD
blades, or have controls or devices to limit fan Vane
motor demand to <30% of design wattage at axial fan
50% design air volume at static pressure of
1/3 total rated static pressure of the fan. Other

ME22 VAV fans have static pressure sensors

[6.5.3.2.2]
2 positioned so setpoint ≤1/3 total design
C pressure.
ME23 Reset static pressure setpoint for DDC
2 controlled VAV boxes reporting to central
[6.5.3.2.3]
C controller based on the zones requiring the
most pressure.
ME24 HVAC fan motors not larger than the first bhp -
2 available motor size greater than the bhp.
[6.5.3.1.2]
ME25 Stair and elevator shaft vents have motorized
3 dampers that automatically close.
[6.4.3.4.1]
ME26 Ventilation fans >0.75 hp have automatic
3 controls to shut off fan when not required.
[6.4.3.4.5]
C
ME27 Outdoor air and exhaust systems have
[6.4.3.4.2, motorized dampers that automatically shut
6.4.3.4.3, when not in use and meet maximum leakage
6.4.3.4.4]
3 rates. Check gravity dampers where allowed.

ME28 PTAC and PTHP with sleeves 16 in by 42 in.

3 labeled for replacement only.
[6.4.1.5.2]
ME29 Ductwork operating >3 in. water column
3
[6.4.4.2.2] C requires air leakage testing.
ME30 Zone controls can limit simultaneous heating
3 and cooling and sequence heating and
[6.5.2.1]
cooling to each zone.
ME31 Water economizer specified on hydronic
3 cooling and humidification systems designed
[6.5.2.4]
C to maintain inside humidity at > 35 ºF
dewpoint if an economizer is required.
ME32 Dehumidification controls provided to prevent
3 reheating, recooling, mixing of hot and cold
[6.5.2.3]
airstreams or concurrent heating and cooling

Page 6
 Item Verified Complies
Number Mechanical Rough-In Inspection Value Y N N/A Comments/Notes/Findings
C of the same airstream.
ME33 Unenclosed spaces that are heated use only
3 radiant heat.
[6.5.8.1]
ME34 HVAC pumping systems >10 hp designed for
3 variable fluid flow.
[6.5.4.1]
C
ME35 Reduce flow in pumping systems >10 hp. to
3 multiple chillers or boilers when others are
[6.5.4.2]
C shut down.
ME36 Temperature reset by representative building
3 loads in pumping systems >10 hp for chiller
[6.5.4.3]
C and boiler systems > 300,000 Btu/h.
ME37 Two-position automatic valve interlocked to
3 shut off water flow when hydronic heat pump
[6.5.4.4]
C with pumping system >10 hp is off.
ME38 Fan systems with motors ≥7.5 hp associated
3 with heat rejection equipment to have
[6.5.5.2]
C capability to operate at 2/3 of full-speed and
auto speed controls to control the leaving fluid
temp or condensing temp/pressure of heat
rejection device.
ME39 Temperature controls installed on service
[7.4.4.1]
3 water heating systems (≤120 ºF to max temp
C for intended use).
ME40 Condenser heat recovery system that can
[6.5.6.2, heat water to 85 ºF or provide 60% of peak
6.5.6.2.1, heat rejection is installed for preheating of
3 service hot water in 24/7 facility, water cooled
6.5.6.2.2]
C systems reject >6 MMBtu, SHW load ≥1
MMBtu.

Additional Comments:

Page 7
General building information only required if different than above

Date: Name of Evaluator(s):

2
Building Name & Address: Conditioned Floor Area: ft

Building Contact: Name: Phone: Email:

Compliance Approach: Prescriptive Trade-Off (Section 5.6) Performance (ECB Section 11)

Complies
Item Number Rough-In Electrical Inspection Y N N/A Comments/Notes/Findings
EL1 Verify separate lighting control devices for specific
1 uses installed per approved lighting plans.
[9.4.1.4]
EL2 Exit signs do not exceed 5 watts per face.
1
[9.4.3]
EL3 Exterior ground lighting over 100 W provides >60 lm/W
1 unless on motion sensor or fixture is exempt from
[9.4.4]
scope of code or from external LPD.
EL4 Additional interior lighting power allowed for special
1 functions per the approved lighting plans and is
[9.6.2]
automatically controlled and separated from general
lighting.
EL5 Feeder connectors sized in accordance with approved
2 plans.
[8.4.1.1]
EL6 Branch circuits sized for maximum drop of 3%.
2
[8.4.1.2]
EL7 Automatic lighting control to shut off all building lighting
2 2
[9.4.1.1] installed in buildings >5,000 ft .
EL8 Independent lighting control installed per approved
2 lighting plans and all manual control readily accessible
[9.4.1.2]
and visible to occupants.
EL9 Automatic lighting controls for exterior lighting installed.
2
[9.4.1.3]
EL10 Electric motors meet requirements where applicable.
2
[10.4.1]
EL11 Ballasted one and three lamp fixtures with >30 W/lamp
3 have two lamp tandem wired ballasts when >2 fixtures
[9.4.2]
in same space on same control.

Additional Comments:

Page 8
General building information only required if different than above

Date: Name of Evaluator(s):

2
Building Name & Address: Conditioned Floor Area: ft

Building Contact: Name: Phone: Email:

Compliance Approach: Prescriptive Trade-Off (Section 5.6) Performance (ECB Section 11)

Item Verified Complies

Number Insulation Inspection Value Y N N/A Comments/Notes/Findings
IN1 Roof insulation R-value. Installed per R-
[5.5.3.1]
1 manufacturer’s instructions. Blown or
poured loose-fill insulation is installed only
where the roof slope is ≤3 in 12.
IN3 Above-grade wall insulation R-value. R-
[5.5.3.2]
1 Installed per manufacturer’s instructions.
IN12 All sources of air leakage in the building
1 thermal envelope are sealed, caulked,
[5.4.3.1]
gasketed or weather stripped to minimize air
leakage.
IN4 Building envelope insulation is labeled with
2 R-value or insulation certificate providing R-
[5.8.1.1]
value and other relevant data.
IN5 Eaves are baffled to deflect air to above the
2 insulation.
[5.8.1.4]
IN6 Insulation is installed in substantial contact
2 with the inside surface separating
[5.8.1.5]
conditioned space from unconditional space.
IN7 Recessed equipment installed in building
2 envelope assemblies does not compress the
[5.8.1.6]
adjacent insulation.
IN8 Exterior insulation is protected from damage
2 with a protective material.
[5.8.1.7]
IN9 Foundation vents do not interfere with
2 insulation.
[5.8.1.7.1]
IN10 Insulation in contact with the ground has
[5.8.1.7.2]
2 ≤0.3% water absorption rate per ASTM
C272.
IN11 Attics and mechanical rooms have insulation
2 protected where adjacent to attic or
[5.8.1.7.3]
equipment access.
IN13 Floor insulation R-value. Installed per R-
[5.5.3.4]
2 manufacturer’s instructions.
IN2 Skylight curbs insulated to the level of roofs R-
3 with insulation above deck or R-5.
[5.5.3.1]
IN14 High-albedo roofs meet solar reflectance of SR -
3 0.70 and thermal remittance of 0.75 or SRI of SRI -
[5.5.3.1.1]
82.
IN15 Roof Insulation not installed on suspended
3 ceiling with removable panels.
[5.8.1.8]

Additional Comments:

Page 9
General building information only required if different than above

Date: Name of Evaluator(s):

2
Building Name & Address: Conditioned Floor Area: ft

Building Contact: Name: Phone: Email:

Compliance Approach: Prescriptive Trade-Off (Section 5.6) Performance (ECB Section 11)

Item Complies
Number Final Inspection Y N N/A Comments/Notes/Findings
FI1 An air and/or hydronic system balancing report is
1 2
[6.7.2.3] provided for HVAC systems serving zones >5,000 ft of
C conditioned area.
FI2 Verify HVAC control systems have been tested to
1 ensure proper operation, calibration and adjustment of
[6.7.2.4]
C controls.
FI3 Installed lamps and fixtures are consistent with what is
1 shown on the approved lighting plans.
[9.1.3]
FI4 Weatherseals installed on all loading dock cargo doors
1 in Climate Zones 4-8.
[5.4.3.3]
FI5 U-factor and air leakage of opaque doors associated
[5.8.2.3, with the building thermal envelope meets requirements.
2
5.5.3.6]
FI6 Heating and cooling to each zone is controlled by a
2 thermostat control.
[6.4.3.1.1]
FI7 Temperature controls have the following features: dead
[6.4.3.1.2, band controls, setpoint overlap restrictions, off-hour
6.4.3.2, controls, automatic shutdown, setback controls.
6.4.3.3,
6.4.3.3.1,
2
6.4.3.3.2]
FI8 Systems with air capacity >10,000 cfm include optimum
2 start controls.
[6.4.3.3.3]
FI9 Pool covers are provided for heated pools and pools
[7.4.5.2]
2 heated to >90˚F have a cover >R-12.
C
FI10 Heat pump controls prevent supplemental electric
3 resistance heat from coming on when not needed.
[6.4.3.5]
FI11 When humidification and dehumidification is provided to
3 a zone simultaneous operation is not possible.
[6.4.3.7]
C
FI12 Public lavatory faucet water temperature not greater
3 o
[7.4.4.3] than 110 F.
FI13 Controls are installed that limit the operation of a
3 recirculation pump installed to maintain temperature of a
[7.4.4.4]
storage tank.
FI14 Pool heaters are equipped with on/off switch and no
3 continuous burning pilot light
[7.4.5.1]
C
FI15 Time switches are installed on all pool heaters and
3 pumps.
[7.4.5.3]
C

Additional Comments:

Page 10
Key: 1 – Tier One 2
– Tier Two 3
– Tier Three C – Complex

Page 11