Choosing HVAC Subcontractors

Think About:

• Licensed HVAC contractor experienced with custom homes

• Knowledge of high-efficiency + variable capacity systems

• Coordination with:

  • Framing (soffits, chases, mechanical rooms)

  • Plumbing (condensate + shared penetrations)

  • Electrical (dedicated circuits + disconnects)

• Familiar with duct sealing, Manual J/S/D, and blower door testing

• Post-install support and homeowner training

Subcontractors to Select:

• HVAC installation subcontractor (primary)

• Mechanical engineer (if required to design system)

• Ventilation specialist (ERV/HRV systems)

• Gas furnace installer (if separate)

• Fireplace installer (if handled as HVAC)

• Mini-split or VRF system Authorized Installer

Pick subs who prioritize air quality and performance, not just “passing code.”

Choosing HVAC Materials + Systems

Think About:

• Climate → heating/cooling balance

• Efficiency requirements + rebates

• Noise control (bedrooms, offices)

• Location of outdoor unit → airflow + aesthetics

• Future serviceability → access to filters + components

Materials + Equipment to Select:

Main System:

• Heat pump / gas furnace / dual fuel

• Air handler(s) & coil(s)

• Mini-splits for zoned areas

• Ductless solutions where access tight

Distribution:

• Ductwork (size, type, R-value)

• Supply & return grills (style + location)

• Zone dampers & control systems

Ventilation & Filtration:

• ERV/HRV fresh air systems

• MERV-rated filters

• Air cleaners or UV purifiers

• Bath + kitchen exhaust fans

Condensate & Drainage:

• Condensate pump or gravity drains

• Freeze protection if exterior lines

Insulation + Sealing:

• Mastic or UL tape for duct sealing

• Duct insulation wrap

• Air sealing at penetrations

Accessory Systems:

• Smart thermostats + sensor zones

• Smoke/CO detector integration

• Fireplace venting assemblies

Everything must reflect Mechanical Plan + Energy Code.

Choosing Tools, Equipment & Rentals

Think About:

• Large component movement inside framing structure

• Weather protection for outdoor condenser installation

• Testing ability for balance + airflow

Tools & Equipment to Select:
Ductwork + Install Tools:

• Tin snips, crimpers, seamers

• Duct strap + hangers

• Refrigerant linesets + flaring tools

Testing + Commissioning:

• Manometer for pressure testing

• Flow hood or airflow meter

• Refrigerant charging kit

Access + Safety:

• Scaffolding or lifts for high runs

• PPE for metalwork + insulation

Temporary Needs:

• Construction heat (if system not active)

• Fans for ventilation during finishes

Tools must allow proper system commissioning, not just installation.

Choosing Vendors & Supply Sources

Think About:

• Proper sizing + configuration → manufacturer support

• Lead times for special order systems (VRF, high SEER)

• Warranty requirements tied to authorized dealers

• Filters must be readily available locally for clients

Vendor Types to Evaluate:

• HVAC equipment distributor (brand-specific)

• Metal duct shop / custom fabrication

• Refrigerant lineset supplier

• Thermostat/smart home integration supplier

• Mechanical engineering consultant (if outside scope)

Strong vendor support = fast issue resolution.

Choosing Testing & Documentation Partners

Think About:

• Code-required ventilation & duct tests

• Final documentation needed for HERS index or energy certifications

• Manufacturer paperwork registered for warranty

Partners to Select:

• Air leakage + blower door testing firm

• Duct leakage testing provider

• Balancing technician (if not included in sub scope)

• Thermostat commissioning support for smart systems

Documentation protects energy compliance + warranty validity.

Thank you for completing this Session!

Home Building Master Class | The Contractor Checklist

Video Explanation

www.thecontractorchecklist.com