Maintenance of Residential HVAC Systems: Residential Heating, Ventilating, and Air Conditioning (HVAC) Applications for One- and Two-Family Dwellings of Three Stories or Less
Published by the Air Conditioning Contractors of America (ACCA)
This industry-consensus standard details necessary inspection and maintenance for residential HVAC systems. The standard includes a series of checklists for varied types of residential HVAC systems, that specify minimum tasks to be performed and recommend corrective actions if deficiencies are found. Contractors may use this standard to demonstrate minimum maintenance requirements and the need to perform certain servicing tasks. The checklists also allow contractors to highlight added services offered in maintenance and service contracts.
The purpose of this standard is to establish minimum inspection requirements in the maintenance of HVAC equipment found in one-family and two-family dwellings of three stories or less.
2.1 This standard provides minimum requirements for the inspection, by appropriately licensed contractors, of residential HVAC equipment found in one- or two-family dwellings of three or fewer stories.
2.2 This standard includes checklist tasks for inspecting, testing, and measuring electrical, controls, mechanical, venting, air distribution, and piping systems of residential HVAC systems. The checklists also provide recommended corrective actions which the contractor shall present to the homeowner to remedy identified faults like cleaning, or adjusting, and/or replacing equipment and components on a periodic basis.
2.3 This standard presumes that the HVAC system was designed, installed, and tested in accordance with original equipment manufacturer's (OEM) instructions, applicable codes, and other industry standards.
2.4 This standard shall not be used to circumvent safety, health, environmental, or the equipment manufacturer's requirements.
2.5 This standard excludes steam distribution heating systems.
From the Foreword
Heating Ventilating and Air-Conditioning (HVAC) contractors use different approaches for inspecting and maintaining HVAC systems. There are many types of "seasonal tune-ups," "clean and checks," and "maintenance services" performed on HVAC equipment. However, there was no way to determine if the minimum level of inspection tasks had been performed. This standard was written to establish a minimum level of acceptable compliance for HVAC equipment maintenance inspections.
For the public good, it is essential that residential HVAC systems support a comfortable, healthy indoor environment and operate efficiently throughout its lifecycle. ACCA developed this standard to provide a nationally recognized, manufacturer-endorsed set of inspection tasks which would meet this need. From this base, consumers can compare the value of the additional recommended corrective actions needed to remedy identified faults. For contractors, it provides a common platform for creating a maintenance program, allowing for bundling different recommended corrective actions at different fee structures.
HVAC contractors who perform maintenance on residential HVAC systems should be properly licensed or, where necessary, certified. These contractors should strive to have the highest quality technician perform this standard's tasks for their customers. Technicians who are certified by an industry- recognized national program have demonstrated that they posses a body of knowledge which supports proper implementation of this standard.
Some HVAC systems are unable to achieve the manufacturer's performance objectives because the system:
- Was incorrectly designed, selected, or installed, or
- Is beyond the normal service life, or
- Has suffered neglect for long periods of time.
These systems may require levels of remediation beyond the scope of this document or require replacement of the equipment or components. Readers are referred to the ACCA Quality Installation and Restoring System Cleanliness Standards as well as those listed in Appendix A (Bibliography and Resources) for a list of reading material to help contractors assess which additional activities may be required.
From the Introduction
Mechanical systems require routine monitoring, adjustments, periodic cleaning, and eventually replacement of components. Regularly scheduled inspections and maintenance are often required to maintain the original equipment manufacturer's (OEM) warranty.
This standard prescribes basic maintenance inspection tasks and offers recommended corrective actions to maintain most residential HVAC systems. It provides checklists for the inspection of typical residential HVAC systems and provides to meet the minimum maintenance requirements. These equipment checklists are divided by equipment type and provide the minimum: visual inspections, performance tests, and measurements. The recommended corrective actions provide adjustments, and component cleaning that should return the equipment to good working order.
Conducting regularly scheduled inspections, maintenance, and cleaning of HVAC systems prolongs equipment efficiency, promotes healthy clean air, supports lower utility costs, guards against unexpected failures, and prolongs equipment life. Occupants and the environment will both benefit.
About the Author
The Air Conditioning Contractors of America Educational Institute (ACCA-EI) Standards Task Team (STT) develops standards as an American National Standards Institute (ANSI) accredited standards developer (ASD). ACCA develops voluntary standards as outlined in the ACCA Essential Requirements and the ANSI Essential Requirements. ACCA standards are developed by diverse groups of industry volunteers in a climate of openness, consensus building, and lack of dominance (e.g., committee/group/ team balance).
Table of Contents
Acknowledgements. Additional Acknowledgements. Additional Acknowledgements. Foreword. Introduction. 1.0 PURPOSE. 2.0 SCOPE. 3.0 DEFINITIONS. 4.0 EXECUTION. 5.0 DOCUMENTATION. 6.0 REGIONAL CONSIDERATIONS. 7.0 MAINTENANCE TASKS. Checklist 7.1 Air Distribution System. Checklist 7.2 Controls and Safeties. Checklist 7.3 Gas Furnace. Checklist 7.4 Oil Furnace. Checklist 7.5 Electric Furnace. Checklist 7.6 Evaporator Coil. Checklist 7.7 Condensing Unit Checklist 7.7 - HP Additional Tasks for Heat Pump Condensers. Checklist 7.8 Fan Coil. Checklist 7.9 Gas Boiler. Checklist 7.10 Oil Boiler. Checklist 7.11 Electric Boiler. Checklist 7.12 Package Units Checklist 7.12-HP Additional Tasks for Package Heat Pumps Checklist 7.1 2-GP Additional Tasks for Gas Package Units. Checklist 7.13 Geothermal Checklist 7.13-HW Additional Tasks for Hot Water Recovery. Checklist 7.14 Evaporative Coolers Checklist 7.15 Accessories. Energy and Heat Recovery Ventilators. Central System Humidifiers. Central System Dehumidifiers. Electronic Air Cleaners. Media Air Cleaners. Ultra-violet Lights. Economizers. Condensate Pumps. Appendix A - HVAC Bibliography and Resources.